Thai Autobook 2013 www.thaiautobook.com Welcome.
Sep 08, 2014
Thai Autobook 2013www.thaiautobook.com
Welcome.
Thai Autobook 2013www.thaiautobook.com
0
5,000,000
10,000,000
15,000,000
20,000,000
2005200620072008
20092010
20112012
Car Production 2005-2012Top 5 do 50% = 40 Million
Thai Autobook 2013www.thaiautobook.com
Thai Autobook 2013www.thaiautobook.com
Thai Automotive Industry2003-2012
751928
1,125 1,188 1,287 1,394
999
1,6451,458
2,462
in 1,000 units
533 626 703 682631 615
549 800 796
1,436
239 322441 539 690 776
536
896736
1,026
2003 2004 2005 2006 2007 2008 2009 20102011
2012
Domestic Sales Export Sales
Thai Autobook 2013www.thaiautobook.com
Source: Focus2Move
0
12,500
25,000
37,500
50,000
44,744
38,94038,708
38,424
29,369
Toyota Hilux Toyota Camry Toyota CorollaHyundai Elantra Hyundai Accent
Saudi Arabia Vehicle Domestic Sales 2011 – Top 5
Thai Autobook 2013www.thaiautobook.com
Thailand Automotive Capacity 2012
Source: Thai Autobook 2012 Research
The ‘Big 3’ The ‘Next 6’Total: 2.78M Vehicles
Production Forecast is 2M Vehicles against a capacity of 2.78M Vehicles
25%
14%
14%11%
10%
9%
9%
5% 4%
Toyota Mitsubishi IsuzuAAT Nissan GMHonda Ford Suzuki
500,000
1,000,000
1,500,000
700,000
400,000
400,000
ToyotaMitsubishiIsuzu
250,000
500,000
750,000
1,000,000
1,250,000
1,500,000
300,000
280,000
250,000
240,000
150,000
100,000
AAT NissanGM HondaFord Suzuki
Thai Autobook 2013www.thaiautobook.com
Thailand Eco Car Capacity
Source: TAI
29%
20%18%
18%
15%
Mitsubishi Suzuki Honda Nissan Toyota
Total: 658,000 Vehicles
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
200,000
138,000
120,000
120,000
100,000
Thai Autobook 2013www.thaiautobook.com
Thailand Automotive Capacity
790,000 900,000 1,000,000
510,000 510,000 510,000
400,000 400,000 400,000
370,000 370,000 370,000300,000
300,000300,000
280,000300,000
420,000250,000250,000
250,000
150,000150,000
150,000
60,000100,000
100,000
20132014
2015
3.2 Million3.4 Million
3.7 Million
Thai Autobook 2013www.thaiautobook.com
Thai Automotive Industry2013 - 2.5 Mio?
117,889129,509130,232142,839148,243 144,676125,817 129,910
156,951
109,658
141,032
95,139 98,251
94,83885,279
98,268
109,326108,338
86,29786,697
94,527
102,742
67,641
86,577
121,00082,710
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul
Domestic Sales Export
217,727214,788
228,500
252,156256,581
221,353
236,025 229,204
256,513
170,438
231,070217,110
201,446
Total Output
Thai Autobook 2013www.thaiautobook.com
Thai Automotive Industry2012 – Worldwide Rank
Thai Autobook 2013www.thaiautobook.com
China1,339
India1,210
Japan128
South Korea100
Brunei0.4
Cambodia14
Indonesia237
Laos7
Malaysia28
Myanmar60
Philippines102
Singapore5
Thailand67
Vietnam91
Australia 22 5 New Zealand
People
ASEAN [AEC]600 Million
ASEAN +63.2 Billion
Thai Autobook 2013www.thaiautobook.com
0
120
240
360
480
600
505
405 427
300234
140124
40 299
Germany Japan USA Malaysia RussiaThailand Brazil Indonesia China India
Asean Market
Thai Autobook 2013www.thaiautobook.com
Thai Automotive IndustryFuture
2.5 2.6 2.8 3.0 3.3 3.74.2
4.65.0
2012 2013 2014 2015 2016 2017 2018 2019 2020
‘Official’ forecasts vary from 2.5 to 3 Mio in 2015 with potential for up to 5 Mio Vehicles in 2020
Thai Autobook 2013www.thaiautobook.com
Thailand Automotive IndustrySWOT Analysis - not required!
Strength Weakness
Opportunity Threat
We are at a strategic inflection point:Thailand will leverage the strengths and seize the opportunities
Thai Autobook 2013www.thaiautobook.com
Thai Autobook 2013www.thaiautobook.com
1,200
2,400
3,600
4,800
6,000
67 602
5,394
1,6481,210 1,676
1,388
3,936
Population [Mio] GDP [$ Billion]
GDP [$ / capita]Car Production
Thailand India
Thailand vs. India Automotive Productivity
5
10
15
20
25
30
25
3
Source: Industry
Rank 140
Rank 90
Thai Autobook 2013www.thaiautobook.com
Global Reach
Thai Autobook 2013www.thaiautobook.com
Europeans are still unsure...
Does Thailand make Cars?
Thai Autobook 2013www.thaiautobook.com
Infrastructure
Thai Autobook 2013www.thaiautobook.com
Reaching out to Europe
Thai Autobook 2013www.thaiautobook.com
Reaching out to China
Thai Autobook 2013www.thaiautobook.com
But, there’s a problem
Thai Autobook 2013www.thaiautobook.com
But, there’s a problem
Thai Autobook 2013www.thaiautobook.com
Thailand Automotive Labor Situation
514,286 571,429
914,286
2011 2012 2020
50%
15%
25%
10%
Highschool (12th Grade)Vocational SchoolHigh Vocational SchoolUndergraduates
Automotive Labour in Thailand
400,000
700,000
1,100,000
Total labour shortfall in Thailand
2011 2012 2013
Thai Autobook 2013www.thaiautobook.com
Thailand Automotive Labour
Source: TAPMA / Employment Department, 2012
One factor leading to labor shortages in the manufacturing sector isgrowing employment outside the formal sector.