Key Players
Competitive Landscape
Dealer groups and distributors choose which carmaker ranges to stock by delivery speed, catalogue depth for older models and the margin on each part. Higher global sales supported the Hyundai Mobis after-sales parts business through the June quarter.[1] Ford is cutting warranty and material costs by USD 1 billion in 2026, which lowers the genuine-part cost base.[3]
Tariff exposure now separates carmakers on parts pricing. Stellantis expects a 2026 net tariff headwind of EUR 1.0 to 1.2 billion, and carmakers assembling in the United States can offset part of the auto parts duty.[5][2]
Company developments mapped to drivers, trends and opportunities (2026-2036)
| Development | Driver | Trend | Opportunity |
|---|---|---|---|
| July 2026: Hyundai Mobis reports higher after-sales parts sales. | Ageing global car parc. | Parts income growing ahead of car output. | Wider catalogues for older models. |
| July 2026: Stellantis estimates a EUR 1.0 to 1.2 billion tariff headwind. | U.S. tariffs. | Local sourcing of service parts. | North American parts production. |
| July 2026: Volkswagen Group BEV order bank in Europe up over 50%. | Electric car sales. | New high-voltage part numbers. | Electric parts sold through carmaker networks. |
Source: Future Market Insights, Automotive OEM Market Report, 2026-2036.
Cost per kilometre is now the test fleets apply to genuine and independent parts. Carmakers with second-line genuine ranges for older cars will keep fleet and private owners inside the network.
Who leads the automotive OEM market?
Toyota and Volkswagen Group document the largest vehicle volumes in the sources reviewed, with 2,395 thousand consolidated Toyota vehicle sales in one quarter and 4.126 million Volkswagen Group deliveries in six months.[8][6] Hyundai Mobis documents the most direct after-sales parts results.[1]
Which companies have documented positions?
Hyundai Mobis documents after-sales parts results.[1] Stellantis documents tariff costs and North American sales.[5] Ford documents warranty and material cost targets.[3] Tata Motors documents domestic EV growth.[7]
What should buyers evaluate before approving a supplier?
Distributors check catalogue coverage by model year, delivery lead time, price per part number, return terms and electronic ordering links. Fleet buyers add warranty terms and training for high-voltage parts.
How is competition expected to change through 2036?
Carmakers will add second-line genuine ranges for older cars, and electric part numbers will keep owners of young electric cars inside carmaker networks.
Representative Company Overview
| Company | Positioning | Recent development |
|---|---|---|
| Hyundai Mobis | Parts affiliate of Hyundai Motor Company | July 2026: Q2 operating profit up 12.1%. |
| Stellantis | Multi-brand carmaker with North American parts exposure | July 2026: tariff headwind estimate of EUR 1.0 to 1.2 billion. |
| Ford | American carmaker with a commercial vehicle unit | July 2026: USD 1 billion warranty and material cost target. |
Research Methodology
The companies included in the report represent current market structure and do not indicate a market-share ranking. Parc counts, tariff terms and company results cited here were taken from carmaker releases, the White House and industry associations, all dated May 2025 or later.
