A new industrial order is emerging from the rubble of North America's automotive suppliers.
Five of the 30 largest companies on Automotive News' annual list of the top 150 North American suppliers are in Chapter 11 reorganization - an unprecedented number.
The companies enjoying the biggest growth are the European and Japanese, and those that are shrinking tend to be American.
Nine of the 10 companies that suffered the biggest sales declines last year are based in the United States.
And the two bull elephants among U.S. suppliers - Delphi Corp. and Visteon Corp. - are drastically shrinking.
Visteon has given back 23 unprofitable factories to Ford Motor Co., its former parent. Meanwhile, Delphi has indicated that it now considers 21 of 29 U.S. plants to be "noncore" - that is, expendable.
Delphi and Visteon were ranked first and third based on 2005 North American sales. Both will drop sharply next year.
By closing or selling those plants, Delphi would shed at least $5.63 billion in sales, mostly in low-tech products such as spark plugs, compressors and air filters.
Another perennial top 10 stalwart - Lear Corp. - could shrink substantially, too. Lear is trying to unload its unprofitable interior-trim operation, and it's trying to hang on to its remaining Chrysler business after losing the contract to produce the Ram pickup's seats.
Dana Corp., Collins & Aikman Corp. and Federal-Mogul Corp. also are likely to emerge from Chapter 11 reorganization as smaller companies.
"The auto supply industry is in a shambles," billionaire investor Wilbur Ross said during a Detroit industry conference last week.
The leader of the new industrial order is Magna International Inc.
The giant Canadian parts maker ranked second, with original-equipment sales of $12.77 billion, up 23.6 percent. Magna displaced Visteon as the No. 2 company and is poised to take over the top spot as Delphi shrinks.
Perhaps surprisingly, Magna is growing chiefly on the strength of its sales to the Big 3, not the imports.
The Aurora, Ontario, company supplies parts for a variety of Big 3 products, including the Chrysler 300, Ford Fusion and Explorer, Mercury Milan and General Motors SUVs and pickups. Magna President Mark Hogan credits growth last year to "a big product-launch year in support of the Big 3."
Magna - which makes interior and exterior components, large stampings, seats and electronics - owes some of its growth to acquisitions.
In 2004, the company acquired New Venture Gear Inc., a supplier of transfer cases and other drivetrain parts. Magna owns 80 percent of the joint venture.
Last year, about 5 percent of Magna's sales were to Asian automakers with North American assembly plants.