1. © Copyright 2004 Frost & Sullivan. All Rights Reserved. North American Automotive Glass Aftermarket Automotive Aftermarket Subscription 9801 Transportation Group “Glass manufactures are developing more custom related products to reduce substitutions and limit the price competition that is hindering development of the current replacement glass market.”

2. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Industry Trends Prices are growing only modestly, limited by competition and insurance companies Vertical integration of industry Integration of increasing number of features into glass at the manufacturer level Increasing shift toward laminate glass for sidelites in new vehicles Development of websites that allow consumers to price compare on-line has increased both the transparency of the industry and its price competitiveness

3. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan Provides: Detailed insights into recent developments and trends Drivers, restraints, challenges, and strategic recommendations Analyst insights on ‘hot topics’ and emerging applications in the automotive glass replacement aftermarket Market sizing and competitive analysis Market forecasts and opportunity analysis Distribution channel analysis

4. © Copyright 2004 Frost & Sullivan. All Rights Reserved. What We Offer North American coverage (Canada and the United States) 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 2004 Frost & Sullivan. All Rights Reserved. Who Will Benefit? Current Market Participants  Find out how you compare to the competition  Assess current and future drivers and restraints  Determine and exploit new market share opportunities New Entrants  Analyze challenges associated with the industry  Calculate time scales for strategy implementation  Position yourself to capitalize on the market’s unmet needs Investment Community  Analyze long-term strategies of conferencing companies  Determine which participants will outperform the competition  Assess attractiveness of investing in automotive glass aftermarket

6. © Copyright 2004 Frost & Sullivan. All Rights Reserved. What’s Included Laminate glass market segment that includes windshields, sidelites, backlites and sunroofs Tempered glass market segment that includes sidelites, backlites, and sunroofs Analysis of OE legislative and design issues and their impact on the replacement aftermarket

7. © Copyright 2004 Frost & Sullivan. All Rights Reserved.  AFG Industries  AGC Automotive Replacement Glass Ltd.  ASC  CR Laurence  Diamond Triumph  Guardian Industries  Inalfa Sunroofs Key Market Participants  Pilkington plc  PPG Industries, Inc.  Safelite Glass Corp.  Saint-Gobain  Sekurit  Visteon Corp.  Webasto Product North America, Inc.

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