I think there are two things. Along with Mark's theme, parts are getting more sophisticated and the competition is getting more sophisticated. You're having multi-component modules that you're supplying to your customer, and the customer is asking for you to put more value on a specific piece that you're supplying. That means automation. Sometimes it means robots, but mostly that means process improvements in manufacturing. It's a global trend.
The window that you have taken captures the worst year in automotive history, in 2009. If you broke that number out from 2005 to 2009, that drop really is the crash of 2009, when the North American production number went from 17 million a year to nine million a year. I would probably use a different window than that.