thailand automotive industry moving ahead with … automotive industry moving ahead with aec :...

14
Thailand Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive Institute 1

Upload: dangdan

Post on 11-Mar-2018

224 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

Thailand Automotive IndustryMoving Ahead with AEC : Opportunities and Challenges

By

Dr. Patima Jeerapaet

President of Thailand Automotive Institute

1

Page 2: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

I. Overview of ASEAN Automotive industries

Note: ASEAN countries exclude CLMV Source: ASEAN Automotive Federation (AAF)2

7,445 7,322

9,0748,496

10,481 Sales11,285

7,485 7,395

9,2328,589

10,701

Production11,310

0

2,000

4,000

6,000

8,000

10,000

12,000

thousand

ASEAN Motorcycle production and sales

1,782 1,8872,127

1,913

2,516 Sales2,596

2,0222,216

2,697

2,124

3,102Production

2,995

0

500

1,000

1,500

2,000

2,500

3,000

3,500

(thousand)

ASEAN Motor vehicle production and sales

Page 3: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

5

I. Overview of ASEAN Automotive industries (cont.)

Thailand• Population : 67 Million• Production 2011 : 1,457,795 Units• Sales 2011 : 796,123 Units• Product Champion : 1-ton Pick up

Indonesia• Population : 240 Million• Production 2011 : 837,948 Units• Sales 2011 : 894,164 Units• Product Champion : SUV and MPV, Big Truck

Philippines• Population : 92 Million• Production 2011 : 64,906 Units• Sales 2011 : 141,616 Units

Vietnam• Population : 87 Million• Production 2011 : 100,465 Units• Sales 2011 : 109,660 Units• Product Champion : Motorcycle

Malaysia• Population : 28 Million • Production 2011 : 533,515 Units• Sales 2011 : 600,123 Units• Product Champion : Passenger Car

ASEAN Key Indicators

• Population 2011 : 608.8 million • GDP 2011 : 2,153 Billion (US$)• GDP 2011 Growth rate : 4.4% • Car Production 2011 : 2.99 million units• Car Total Sales 2011 : 2.59 million units

The automotive hub of ASEAN

Page 4: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

No Production Base Strong Production Base

Increasing demand

High domestic demand

Increasing capacity

Low Domesticdemand

ASEAN Automotive Matrix

I. Overview of ASEAN Automotive industries (cont.)

Page 5: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

Source : The International Organization of Motor Vehicle Manufacturer (OICA)

World Total Production 2011 = 80 million

II. Opportunities for Thailand Current Situation of Thailand Automotive Industry

World Total Production 2011 = 20 million

7

Page 6: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

8

562349

140 218 262 297409

533 628 703 682 631 614 549

800 796606

14

42

68126

153 175181

235

332

441 539 690 776

536

896736

457

556

359

143

321406

455564

751

960

1,1251,194

1,3011,392

999

1,645

1,458

0

400

800

1,200

1,600

2,000

2,400

12Jan-June

Unit: 1,000

Thailand motor vehicle production, domestic sales and export

Domestic Export Production 2,200 e

Note: Inculde passenger car, pick up 1 ton, van, bus and truck. Excluding motorcycle

Source : Thailand Automotive Institute (TAI)

II. Opportunities for Thailand (cont.) Current Situation of Thailand Automotive Industry

Page 7: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

9Source : Thailand Automotive Institute (TAI)

II. Opportunities for Thailand (cont.) Current Situation of Thailand Automotive Industry

1,236911

527 604784 907

1,328

1,7672,027 2,112 2,055

1,599 1,7031,535

1,8462,007

1,106

178

137

245 214

267272

585

605

831

148107

102150

115

156

221

172

1,438

1,081

600

846

1,1261,210

1,962

2,378

2,867

2,359

2,080

1,653

1,924

1,635

2,026 2,045

0

500

1,000

1,500

2,000

2,500

3,000

3,500

12Jan-June

Unit: 1,000

Thailand motorcycle production, domestic sales and export

Domestic Export Production

2,500 e

Page 8: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

37 39 53 48 55 56 59 64 66 68 70 71

63 61 47 52 45 44 41 36 34 32 30 29

415

1,144

1,696

2,290

2,900

3,382

3,753

4,5024,737

5,088

5,4385,668

0

10

20

30

40

50

60

70

80

90

100

0

1,000

2,000

3,000

4,000

5,000

6,000

2012f 2015f 2020f 2025f 2030f 2035f 2040f 2045f 2050f

Export share Domestic sales share Total

Total sales (thousand) Ratio (%)

10

II. Opportunities for Thailand (cont.) Thailand Motor vehicle production forecast

Source : Thailand Automotive Institute (TAI)

Page 9: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

II. Opportunities for Thailand (cont.) Competitiveness among big 3 ASEAN

Source: Boston consulting group 11

Page 10: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

12

Country 2009 2010 2011 2012 2013 2014 2015 2016 2017

THAILAND Euro3 Euro4

INDONESIA Euro2 Euro 4 (Tentative)

MALAYSIAGasoline Euro2 Euro 3 (Tentative)

Euro 4 (Tentative)Diesel Euro1 Euro 2 (Tentative)

PHILIPPINES Euro2 Euro 4 (Tentative)

VIETNAM Euro2 Euro4 (Under Study)

SINGAPOREGasoline Euro2 Euro 4 (Tentative)

Diesel Euro4 Euro 5 (Tentative)

II. Opportunities for Thailand (cont.)Emission Standard

Page 11: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

13

III. Challenges for ThailandHuman resource development

483,000 501,200544,500 585,600 627,100 669,000

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

No. of Labours

18,20

0

43,30041,100

41,15041,900

18,20

0

43,30041,100

41,15041,900

18,20

0

43,30041,100

41,15041,900

Incresing Labours

Page 12: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

• Environmentally friendly vehicles • Alternative fuel vehicle usage program

(Ethanol, Bio-diesel, CNG, Hybrid Vehicle, PHEV, EV, Hydrogen)

• Eco label (Carbon footprint, CO2, etc)

• Green manufacturing practices

• Recycling

• Improved safety• UN/ECE Regulations

• Safety Ranking publishing program

• ITS Intelligent Transportation System

14

III. Challenges for Thailand (cont.)Green automotive

Page 13: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

• Green vehicle programAlternative fuel, CNG, bio-diesel, ethanol, hybrid

• Light weight vehicles

• GPS controlLocation and speed of fleets

• Safety IssuesUN/ECE standards: roll over, seat anchorages, etc.

15

IV. Become the Automotive Hub for the AEC in 2015

Page 14: Thailand Automotive Industry Moving Ahead with … Automotive Industry Moving Ahead with AEC : Opportunities and Challenges By Dr. Patima Jeerapaet President of Thailand Automotive

Thank you

16

Thailand Automotive Institute

www.thaiauto.or.th