The market demand for transmission, one of the essential automotive powertrain parts, has a direct bearing on the evolution of the automobile industry. In 2018, China’s production and sales of automobiles were down by 4.2% and 2.8% to 27.809 million units and 28.081 million units respectively, according to the data of China Association of Automobile Manufacturers (CAAM) - which was caused by the discontinued preferential purchase tax policy, the slowdown in economic growth, the trade war between China and America, and lower consumer confidence. China’s demand for transmissions consequently dropped by 4.2% year on year to 27.809 million sets (aftermarket demand is negligible in the report) in 2018. The country’s transmission demand will rise at a slower rate because of slowing growth in automobile consumption, reaching a forecast 30.22 million sets in 2023, at a CAGR of 1.7% between 2018 and 2023.
Market structure: in China, automotive transmissions are primarily divided into manual transmission (MT) (including semi-automatic transmission) and automatic transmission (AT), with the latter further classified into stepped transmission (AT/AMT/DCT) and continuously variable transmission (CVT). MT, AT and AMT, all applicable to both passenger cars and commercial vehicles, took up 41.4%, 26.4% and 1.5% of the market in 2018, respectively; DCT and CVT, often assembled in passenger cars, occupied a 14.0% and 14.7% market share in the same year, separately.
Competitive pattern: like other key auto parts, the automotive transmission market remains stable because of technical solution features and traditional co-operative mechanisms. In the CVT market, Japan’s JATCO and Aisin AW are dominant globally due to Japanese and American auto brands’ preference for them, while Chinese players Zhejiang Wanliyang and Hunan Jianglu & Rongda Vehicle Transmission serve mainly local brands like Chery; in the DCT field, with core technologies originating from Luk (a member of the Schaeffler Group) and BorgWarner, DCT is widely used in European and American cars (Volkswagen, Ford, etc.), while homegrown BYD and SAIC achieve in-house supply via co-development; AT suppliers include Japanese Aisin AW and JATCO (AT for passenger cars and light commercial vehicles), Allison (AT for heavy commercial vehicles), and German ZF (AT for passenger cars and light/heavy commercial vehicles), compared with self-supply of Chinese peers like Geely. Despite an improvement in their transmissions after years of development, Chinese suppliers still cannot supplant their foreign counterparts due to a large gap in aspects of strength, precision and vibration noise of transmission gear, and the inertia of supply is also at play, making supply substitution impossible in short run.
Global and China Automotive Transmission Industry Report, 2018-2023 highlights the following:
- Automotive Transmission Industry Overview (definition, classification, technical features, development tendencies, industrial policy, etc.);
- Development of the automobile industry in China and the world (auto production and sales, etc.);
- Global automotive transmission market (installations, market structure, the market size and competitive landscape of AT, MT, CVT, DCT, etc.);
- Chinese automotive transmission market (installations, market structure, competitive pattern, etc.);
- Passenger car transmission market in China (installations, market structure, the market size and competitive landscape of AT, MT, CVT, DCT, etc.);
- Commercial vehicle transmission market in China (installations, market structure, and the market size and competitive landscape of AT, MT, AMT, etc.);
- 26 foreign and Chinese companies like Jatco, Aisin Seiki, BorgWarner, ZF, Schaeffler, Hyundai Transys, Zhejiang Wanliyang, Chongqing Tsingshan Industrial, Shaanxi Fast Auto Drive, and Shanghai Automobile Gear Works (profile, financials, production and sales, pillar products, supply relation, distribution of manufacturing bases, the latest developments, among others.
- The Chinese Version of this Report is Available on Request.
1 Automotive Transmission
1.3 Innovative Solutions and Optimization of Various Transmissions
1.4 Development Trends
2 Global and Chinese Automobile Markets
2.2.2 Recent Developments
3 Global Transmission Market
3.1.2 Market Structure
3.2.1 Major Manufacturers
3.2.2 Supply Relation
3.2.3 Production Bases
3.3.1 Major Manufacturers
3.3.3 Production Bases
4 China Automotive Transmission Industry
4.1 Policy Environment
4.2 Market Status
4.2.2 Market Structure
4.3 Business Models
4.4 EV Automatic Transmissions
4.4.1 Status Quo
4.4.2 Hybrid Power Solutions of Major Enterprises
4.4.3 Electric Drive Solutions of Major Enterprises
5 Chinese Passenger Car Transmission Market
5.1 Size and Structure
5.2 Manual Transmissions
5.3 Automatic Transmissions
5.5 Patent Protection
5.6 Development Trends
6 Chinese Commercial Vehicle Transmission Market
6.1 Size and Structure
6.2 Manual Transmissions
6.3 Automatic Transmissions
6.4 Competitive Landscape
6.5 Supply Relationship
6.6 Transmission Supply of Major Enterprises
6.7 Development Trends
7 Global Major Transmission Manufacturers
7.1.2 Main Products
7.1.3 Production Bases
7.1.4 Supply Relation
7.1.5 Jatco (Guangzhou) Automatic Transmission Ltd.
7.1.6 Plan to Build a New Plant in China
7.2 Aisin Seiki
7.2.3 Revenue Structure
7.2.4 Major Subsidiaries
7.2.5 Main Products
7.2.6 Supply Relation
7.2.7 TAGC Co., Ltd.
7.2.8 Tianjin AW Automatic Transmission Co., Ltd.
7.2.9 AW Tianjin Co., Ltd.
7.2.10 AW Suzhou Co., Ltd.
7.3.3 Revenue Structure
7.3.4 Main Products
7.3.5 BorgWarner United Transmission Systems Co., Ltd
7.4 ZF Friedrichshafen AG
7.4.3 Main Products
7.4.4 ZF Transmissions Shanghai Co., Ltd.
7.4.5 ZF Drivetech (Hangzhou) Co. Ltd.
7.4.6 ZF Drivetech (Suzhou) Co., Ltd.
7.3.3 Revenue Structure
7.5.4 Main Products
7.5.6 GETRAG (Jiangxi) Transmission Co., Ltd.
7.5.7 Dongfeng GETRAG Transmission Co., Ltd.
7.6.3 Revenue Structure
7.6.4 Transmission Business
7.6.5 Business in China
7.6.6 Hybrid Power Solutions for the Chinese Market
7.7 Magneti Marelli
7.7.2 Transmission Business
7.8 Oerlikon Drive Systems (Dana)
7.8.3 Revenue Structure
7.8.4 Transmission Business
7.9 Hyundai Transys (Hyudai Dymos)
7.9.3 Transmission Business
7.9.5 Layout in China
7.9.6 Hyundai Dymos and Hyundai Powertech Merge into Hyundai Transys
7.10 Continental AG
7.10.3 Revenue Structure
7.10.4 Business in China
7.11.3 Revenue Structure
7.12 Punch Powertrain
7.12.3 Main Products
7.12.4 Production and Marketing
7.12.5 Major Customers
7.12.6 Nanjing Punch Powertrain Co., Ltd
8 Chinese Automotive Transmission Manufacturers
8.1 Chongqing Tsingshan Industrial Co., Ltd.
8.1.2 Main Products
8.1.3 Marketing Network
8.1.4 R&D Network
8.2 Shaanxi Fast Auto Drive Group Company
8.2.2 Main Products
8.2.3 Production Layout
8.3 Zhejiang Wanliyang Co., Ltd.
8.3.3 Main Products
8.3.4 Production and Marketing
8.3.5 R & D Investment
8.3.7 Shandong Menwo Transmission Co., Ltd.
8.4 Shanghai Automobile Gear Works Co., Ltd.
8.4.2 Main Products
8.4.3 Marketing Network
8.4.4 Production Bases
8.5 Shengrui Transmission Corporation Limited
8.5.2 Main Products
8.6 China National Heavy Duty Truck Group Datong Gear Co., Ltd.
8.6.2 Main Products
8.7 Hunan Jianglu & Rongda Vehicle Transmission Limited Company
8.7.2 Major Products
8.8 Qijiang Gear Transmission Co., Ltd.
8.8.2 Transmission Business
8.9 Volkswagen Automatic Transmission
8.9.1 Volkswagen Automatic Transmission (Shanghai) Co., Ltd.
8.9.2 Volkswagen Automatic Transmission (Dalian) Co., Ltd.
8.9.3 Volkswagen Automatic Transmission (Tianjin) Co., Ltd.
8.10 Hangzhou IVECO Automobile Transmission Technology Co., Ltd.
8.10.2 Main Products
8.11 Harbin DongAn Automotive Engine Manufacturing Co., Ltd.
8.11.2 Transmission Business
8.11.3 Capacity and Output
8.12 Toyota Motor (Changshu) Auto Parts Co., Ltd.
8.12.2 Main Products
8.13 Honda Auto Parts Manufacturing Co., Ltd
8.13.2 Main Products
8.14 Inner Mongolia OED Powertrain Co., Ltd.
8.14.2 Main Products
9 Summary and Forecast
9.2.1 Production Capacity
9.2.2 Product Support
9.3 Forecast for Market Development Directions
9.3.1 Development Route
9.3.2 Development Trends
- Aisin Seiki
- AW Suzhou Co., Ltd.
- AW Tianjin Co., Ltd.
- BorgWarner United Transmission Systems Co., Ltd
- China National Heavy Duty Truck Group Datong Gear Co., Ltd.
- Chongqing Tsingshan Industrial Co., Ltd.
- Continental AG
- Dongfeng GETRAG Transmission Co., Ltd.
- GETRAG (Jiangxi) Transmission Co., Ltd.
- Hangzhou IVECO Automobile Transmission Technology Co., Ltd.
- Harbin DongAn Automotive Engine Manufacturing Co., Ltd.
- Honda Auto Parts Manufacturing Co., Ltd
- Hunan Jianglu & Rongda Vehicle Transmission Limited Company
- Hyundai Transys (Hyudai Dymos)
- Inner Mongolia OED Powertrain Co., Ltd.
- Magneti Marelli
- Nanjing Punch Powertrain Co., Ltd
- Oerlikon Drive Systems (Dana)
- Punch Powertrain
- Qijiang Gear Transmission Co., Ltd.
- Shaanxi Fast Auto Drive Group Company
- Shandong Menwo Transmission Co., Ltd.
- Shanghai Automobile Gear Works Co., Ltd.
- Shengrui Transmission Corporation Limited
- TAGC Co., Ltd.
- Tianjin AW Automatic Transmission Co., Ltd.
- Toyota Motor (Changshu) Auto Parts Co., Ltd.
- Volkswagen Automatic Transmission
- Volkswagen Automatic Transmission (Dalian) Co., Ltd.
- Volkswagen Automatic Transmission (Shanghai) Co., Ltd.
- Volkswagen Automatic Transmission (Tianjin) Co., Ltd.
- ZF Drivetech (Hangzhou) Co. Ltd.
- ZF Drivetech (Suzhou) Co., Ltd.
- ZF Friedrichshafen AG
- ZF Transmissions Shanghai Co., Ltd.
- Zhejiang Wanliyang Co., Ltd.