1. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Analysis of the North American Automotive Counterfeit and Gray Markets Automotive Aftermarket 9801 Automotive and Transportation Gray market and counterfeit automotive components are no longer a myth, they pose an explicit threat to genuine participants. If left unchecked they will undermine brand image, quality, profitability in any category they gain a strong foothold.”

2. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Industry Trends Automotive components are estimated to represent approximately 3.2 percent of all global counterfeit and gray market trade Expectation is that automotive counterfeit trade will rise in accordance with other products at a rate of approximately 7 percent annually Rising quality of counterfeit parts severely hampers process of identifying and removing products High quality of counterfeit products aiding in their penetration of legitimate North American distribution channels Rising skills and manufacturing processes in Asia, Eastern Europe, and Middle East allows counterfeiters to penetrate products with higher technological requirements. No product is truly safe anymore.

3. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan Provides: Detailed insights into recent developments and trends Drivers, restraints, and challenges Includes Combative and Deterrent strategies for protecting markets Size and medium term financial impact of automotive counterfeit and gray market products on North American automotive industry Identification of “Fake” components Resources for building Counterfeit prevention strategies

4. © Copyright 2003 Frost & Sullivan. All Rights Reserved. What We Offer Global Coverage: U.S., Europe, Japan, Asia Proven methodology encompassing extensive primary and secondary data and research Focused information and strategies that cover business and technology issues Credible data and analysis highlighting industry dynamics Winning strategies to help you create precise business plans

5. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Who Will Benefit?  Current Market Participants  Understanding your vulnerabilities  High versus low risk products  Building armour for future products  Assessing holes in current intellectual property protection  Building customer alliances  Being a corporate citizen  Investment Community  Analyze long-term strategies of automotive industry  Determine which participants will outperform the competition  Assess attractiveness of investing in automotive industry

6. © Copyright 2003 Frost & Sullivan. All Rights Reserved.  American Honda Motor Company, Inc.  DaimlerChrysler  Ford Motor Company  General Motors  GMSPO  Hyundai Motor America  Toyota Key Market Participants  Arvin Meritor  Dana Corporation  Delphi Automotive Systems  Denso Sales California, Inc.  Federal Mogul Corporation  Four Season, Inc.  Gates Corporation  Genera Corporation  Hella, Inc.  Modine Manufacturing Company  Robert Bosch Corporation  Siemens VDO Automotive Corporation  Tenneco Automotive  Valeo Aftermarket, Inc.  Visteon

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