ISBN: 379081590X
TITLE: Europe's Automotive Industry on the Move
AUTHOR: Heneric et al.
TOC:

1 Introduction 1
Oliver Heneric and Wolfgang Sofka
2 The European Automotive Industry in a Global Context 5
Oliver Heneric, Georg Licht, Stefan Lutz, and Waltraud Urban
2.1 Economic Importance 5
2.1.1 Overview 5
2.1.2 Value Added 6
2.1.3 Employment 8
2.1.4 Production, Backward and Forward Linkages 9
2.2 Capital Stock and Investment 12
2.2.1 Special Focus on the New Member States 13
2.3 Industry Profile 18
2.3.1 Automotive Production 18
2.3.2 Manufacturers 24
2.3.3 Special Focus on Manufacturers in the New Member States 29
2.3.4 Suppliers 29
2.3.5 Special Focus on Suppliers in the New Member States 32
2.4 Globalisation and Restructuring 33
2.5 Capacity Utilisation and Structural Overcapacity 38
2.6 Conclusion 43
3 Competitiveness: A Market Perspective 45
Georg Licht, Wolfgang Sofka, and Waltraud Urban
3.1 Overview 45
3.2 International Markets 45
3.2.1 International Trade 48
3.2.2 Foreign Direct Investment 61
3.2.3 Emerging Markets 71
3.2.4 Conclusion 79
3.3 The Home Market 79
3.3.1 Market Size 79
3.3.2 Market Growth 92
3.3.3 Special Focus on the New Member States 97
3.3.4 Conclusion 100
4 Innovation and Competitiveness 103
Thomas Cleff Georg Licht, Alfred Spielkamp, and Waltraud Urban
4.1 Labour Costs, Labour Productivity and Unit Labour Costs 103
4.1.1 Data 103
4.1.2 Labour Costs 106
4.1.3 Labour Productivity 113
4.1.4 Special Focus on the New Member States 117
4.2 Human Resources in Science and Technology 122
4.3 R&D, Innovation, and Patents 127
4.3.1 Expenditures on R&D 127
4.3.2 Automotive Innovation as Mirrored in Patent Statistics 130
4.3.3 Innovation Patterns 134
4.3.4 Innovation Networks 137
4.3.5 Summary 139
4.4 Innovation and Restructuring of the Value Chain 140
4.4.1 Innovation in the Value Chain 140
4.4.2 The Relation Between Supplier and Vehicle Manufacturer 141
4.5 Trends in Innovation Activities 146
4.6 Price and Technological Competitiveness-A Short Summary 154
5 Regulation and Industrial Police 157
Thomas Cleff, Oliver Heneric, andAlfred Spielkamp
5.1 The Regulatory Environment 157
5.2 Measures and Procedures Affecting the Supply Side 159
5.2.1 Block Exemption Regulation 160
5.2.2 Harmonisation of Industrial Design Regulation on Spare Parts 168
5.2.3 End-Of-Life Vehicle Directive 2000/53/EC 169
5.2.4 Implications of the New EU Chemicals Legislation (REACH) 170
5.2.5 The Kyoto Claim: C02 Emission Reduction - the Manufacturers' Contribution 171
5.2.6 Fuel Cell 175
5.3 Measures and Procedures Affecting the Demand Side 176
5.3.1 Charging for Infrastructure and Social Costs of Transportation 177
5.3.2 Taxation of Passenger Cars 182
5.3.3 Fiscal Measures in Order to Reduce C02 Emission - C02 Taxes 184
5.4 Assessment and Implications 186
6 Challenges and Opportunities for the European Automotive Industry 191
Oliver Heneric, Georg Licht, and Wolfgang Sofka
6.1 A Summary of Strengths and Weaknesses, Opportunities and Threats 192
6.1.1 Strengths 192
6.1.2 Weaknesses 194
6.1.3 Opportunities 195
6.1.4 Threats 196
6.2 The Forward Vision: A Scenario Approach 197
6.2.1 The Worst Case: Killing the Engine 197
6.2.2 European Automotive Industry: Taking the Pole Position 200
6.3 Policy Issues 202
7 Summary and Conclusions 207
Oliver Heneric, Georg Licht, and Wolfgang Sofka
Appendix 209
List of Figures 261
List of Tables 265
References 269
END
