Suppliers to the North American auto industry enjoyed an excellent year in 2011 -- unless they were major suppliers to Toyota Motor Corp. or Honda Motor Co.
Only 10 of the 100 biggest suppliers to automakers in North America had sales drop last year, and eight of those are headquartered in Japan.
The struggles of the Japanese companies are highlighted in the Automotive News list of the top 100 suppliers to North America. The list is available at autonews.com/topsuppliers.
Vehicle sales by Toyota and Honda plunged last year after production of some parts was crippled, first by the March earthquake and tsunami in Japan and then by flooding at some suppliers' factories in Thailand.
At the largest Japanese supplier, Denso International America Inc., sales to North American automakers dropped an estimated 5 percent in fiscal 2011. Automotive News estimated sales when suppliers declined to provide figures. Denso produces starters, air conditioning systems, electronics and other parts.
Also, Toyota Boshoku America Inc.'s sales in North America sank 13 percent. Toyota Boshoku, which along with Denso is a member of the Toyota Group, makes seats and other interior parts.
But some Japanese suppliers' sales to North America rose last year. Aisin World Corp. of America posted an estimated increase of 6 percent to $3.29 billion in North America. The transmission supplier is the North American unit of another member of the Toyota Group.
Yazaki North America Inc., which sells electrical connectors and wire harnesses, had an estimated 17 percent increase in fiscal 2011.
In general, suppliers with strong ties to American, European and Korean automakers flourished last year as vehicle sales continued to rebound from recession levels.
The top supplier to North America, Magna International Inc., posted a 20 percent sales increase to $14.72 billion. Magna sells seats and other interior parts, chassis and powertrain components and many other parts.
Magna's sales were nearly double those of No. 2 on the list, Johnson Controls Inc., which had a 16 percent increase to $7.87 billion. Johnson Controls makes seats, interior parts, batteries and other parts.
Mobis North America, formerly Hyundai Mobis, rode the North American success of Hyundai and Kia last year with a 39 percent sales increase in fiscal 2011 to $3.81 billion. Mobis produces chassis and cockpit modules, front-end modules, antilock brake parts and other components.
In 2011, Hyundai-Kia Automotive passed Nissan North America to become the sixth-largest automaker in the United States.
But Mobis also has built a strong relationship with Chrysler Group. For instance, Mobis builds the rolling chassis for the Jeep Wrangler.