Auto Parts Manufacturers NAICS 3363

Dec 19, 2025 - Automakers Tell Lawmakers to Boost Restrictions on China

• Major US and global automakers - including General Motors, Ford, Toyota, Volkswagen, Hyundai, and Stellantis - warned lawmakers that expanding Chinese auto and battery producers pose a “clear and present threat” to the US auto industry. They collectively urged restrictions on Chinese plants and maintaining bans on certain technology imports. Tariffs on Chinese vehicles and components have also added supply-chain pressures, raising costs for US manufacturers and suppliers. For the auto parts industry, this intensifying competition and political pressure could accelerate supply‑chain shifts. Chinese vehicles are increasingly competitive globally, driven by subsidies and integrated supply networks that include parts and batteries. American suppliers may face reduced demand if Chinese EVs and vehicles enter US markets at lower costs, potentially squeezing margins for domestic parts makers. Automakers are pushing hard to “de-risk” reliance on Chinese components, encouraging suppliers to relocate production, reshuffling supply chains, raising short-term costs, and prompting more regional sourcing strategies.
• Auto collision trends in 2025 are reshaping demand, product mix, and pricing dynamics for auto parts makers, according to CCC Intelligent Solutions. As high vehicle prices and interest rates keep consumers in older vehicles longer, the US car parc is becoming more diverse, sustaining demand for replacement parts across a wider range of makes, models, and model years. At the same time, growing penetration of advanced driver-assistance programs, electrified powertrains, and embedded electronics is increasing the technical complexity and value of parts required in collision repairs. Diagnostics, scans, and calibrations (now present in nearly 70% of appraisals, per CCC) underscore the expanding role of sensor-dependent components. Tariffs, logistics disruptions, and supply chain instability continue to drive parts price volatility, creating both margin pressure and pricing opportunity. For manufacturers, these trends favor investments in advanced components, data integration, and resilient supply chains to meet evolving repair requirements.

• The Automotive Service Association is urging auto repair shops to support the Preventing Auto Recycling Theft Act (PART) as catalytic converter thefts in the US continue to rise. A catalytic converter is a key part of a vehicle’s exhaust system that reduces harmful emissions by converting carbon monoxide, nitrogen oxides, and hydrocarbons into less harmful gases. These components are targeted by thieves because they contain valuable metals like platinum, palladium, and rhodium, which can be sold quickly for significant profit. The thefts have placed a heavy burden on repair shops, forcing them to manage costly replacements, increased labor, insurance claims, and frustrated vehicle owners. The PART Act proposes VIN stamping on new converters, grants for marking used converters, stricter record-keeping for buyers, and federal penalties for theft and resale, aiming to protect repair shops and reduce losses in the auto repair industry.
• The US automotive industry is facing significant parts supply chain disruptions in late 2025, with production delays affecting thousands of vehicles and workers. Aluminum and semiconductor shortages, compounded by high US tariffs, geopolitical tensions, and lingering global supply fragility, are straining factories nationwide. Analysts note that parts availability has dropped sharply compared with pre-pandemic levels, creating ripple effects across the industry. These challenges echo the early-2020s chip shortage but are broader in scope, impacting multiple vehicle lines and slowing output at major automakers including Ford and Stellantis. As a result, US auto production growth has slowed significantly, with some estimates suggesting vehicle delivery times could increase by several weeks to months, depending on the segment. Industry experts warn that these disruptions underscore the US auto sector’s vulnerability to global politics and trade policies, raising concerns not just about immediate supply issues but also about long-term competitiveness and economic security.