J.P. Morgan 2016 Auto Conference
Key Macro Growth Drivers
1
>
Industry Growth¹
Global light vehicle production remains robust
and is expected to reach production levels of
94 million vehicles by 2020
> China continues to grow more rapidly than other
major markets (4.2% CAGR), albeit at a lower but
more sustainable rate than in past years
I China LV Sales (mm of units)
24.4
30.0
28.9
27.6
27.0
26.3
2
Mix
>
Mix of Foam/Trim/JIT sourcing and component sourcing
>
Continued shift towards SUV's / MPV's globally
>
Increase in luxury / comfort features
2015A
2016E
2017E
2018E
2019E
2020E
Growth Drivers
1. Source: IHS Automotive.
Content Growth
> Increase in passenger-focused technologies:
-
Occupant sensing
Seat heating/cooling
-
Massage features
-
Passenger health and wellness
Advanced seat adjustability
> Connected car / autonomous driving provide large
potential for content growth
Adient offers complete interior solution to potential
new entrants
Autonomous trend likely to have a significant impact
on interior content
3
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