Thailand Next Stepto CAV and Shared Mobility

Presented by Mr. Thanawat Koomsin

Executive Vice President of Thailand Automotive Institute

June 20, 2019

PAGE 1

1. THAI AUTOMOTIVE INDUSTRY SCENARIO IN 2030

2. GOVERNMENT MEASURERS TO ENHANCE NEXT GENERATION AUTOMOTIVE IN THAILAND

3. NEXT GENERATION AUTOMOTIVE EFFECTS ON THAI SUPPLY CHAIN

4. CONCLUSION

TOPICS

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1. THAI AUTOMOTIVE INDUSTRY SCENARIOIN 2030

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2030 THAILAND SMART MOBILITY

Accessible

Connect

Comfort & Safety

Clean & Efficiency

Affordable price

EELECTRIFIED

CCONNECTED

AAUTOMATED

SSHARED

WHAT IS SMART MOBILITY ?

SMART MOBILITY

RELATED TECHNOLOGIESTHAILAND IN 2030

High-Income Nation

Human-Robot collaboration

E-Government & E-Commerce

Super Aged Society

Environment concern

Urbanization

SMART MOBILITY

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CONNECTED & AUTONOMOUS VEHICLE TECHNOLOGY

Source: KPMG (2015)PAGE 5

Source: CAR; Center for Automotive Research (2016)

SHARED MOBILITY TYPE

6

Source: Shared-Use Mobility Center (2015)

POTENTIAL BENEFITS OF C-A-S-E TECHNOLOGY

Source: Transportation Research Board of the National Academics, USA (2017)

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GLOBAL VEHICLE TECHNOLOGY FORECAST IN 2030EL

ECTR

IFIE

DCO

NNEC

TED

47%

36%

8%

9%

AUTO

MAT

ED

ICE

HEV

PHEV

BEV

YEAR 2030

YEAR 2030

Sou

rce:

IHS,

IEA

Sou

rce:

SM

MT

(20

19)

Sou

rce:

SM

MT

(201

9)

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THAILAND VEHICLE TECHNOLOGY FORESIGHT IN 2030EL

ECTR

IFIE

D

50%

10%

25%

15%

CONN

ECTE

DAU

TOM

ATED

YEAR 2030

YEAR 2030

ICE

HEV

PHEV

BEV

Source: Thailand Automotive Institute

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SHARED MOBILITY

Source: Deloitte (2017)

TH A I L A N D

Export40%

Individual54%

Shared6%

Domestic sale60%

Shared car ratio to new car sales

10% of domestic sales

E U R O P E

Source: Thailand Automotive Institute

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2. GOVERNMENT MEASURERSTO ENHANCE

NEXT GENERATION AUTOMOTIVEIN THAILAND

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GOVERNMENT MEASURES TO ENHANCE CAV USAGEIN

CEN

TIV

E FO

R P

UB

LIC

O

R C

OM

MER

CIA

L U

SE

STR

ENG

THEN

EN

TREP

REN

EUR

C

APA

BIL

ITIE

S

PR

EPA

RE

INFR

AST

UC

TUR

E

Truck

Bus

Van Product Safetyand Standard

Traffic Lawand Regulation

Road & Sign

TelecomInfrastructure

DEMAND

SoftwareEngineering

ManufacturingManagement

SUPPLY INFRASTRUCTURE

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CASE STUDY; Mobility-as-a-Service in Lyon, France

Mass Transit :: Metro | Tram | Bus

Drive Sharing :: Car | Motorcycle | Scooter | Bicycle

Free-FloatingStation-based

Mass Transit Common Ticket

METRO TRAM BUS

CAR SHARINGBIKE SHARING

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3. NEXT GENERATION AUTOMOTIVE EFFECTS ON THAI SUPPLY CHAIN

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A NEW PARADIGM IN AUTOMOTIVE INDUSTRY

Change in automotive supply chain – How are we survive ?

Supporting Infrastructure

1st Tier Supplier - Module maker

2nd Tier Supplier- Component maker

3rd Tier Supplier - Raw material

Car

Maker

2019

Parts / Component Supplier

Module / System Supplier

Vehicle Integration

Mobility Service Provider

Aftermarket Service Provider

Ramp-down Supplier

of fading technologies

1

Tier 0.5

4

Car maker

or

“White-label” Vehicle

Manufacturer

5

Data-based

Service Provider

6

Direct Channel

Aftersales

7

Digital

Technology Specialist

2

Digital Module /

System Integrator

3

Advance engineering and digital services / software providers8

Source: OLIVER WYMAN (May 2018)

2030

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NEW AUTOMOTIVE SUPPLY CHAIN

Parts / Component Supplier

Module / System Supplier

Vehicle Integration

Mobility Service Provider

Aftermarket Service Provider

Ramp-down Supplierof fading technologies

1

Tier 0.5

4

Car maker

5

Data-basedService Provider

6

Direct Channel Aftersales

7

Digital Technology Specialist

2

Digital Module / System Integrator

3

Advance engineering and digital services / software providers8

E-drive and Battery specialist

Autonomous/Connected/HMI Specialist

or

“White-label” Vehicle

Manufacturer

Source: OLIVER WYMAN (May 2018)

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FUTURE CARS WILL DEPEND INCREASINGLY ON SOFTWARE

Source: Lazard, Roland Berger

PAGE 17

Expanding from selling hardware only to selling features and services

FROM HARDWARE SELLER TO SERVICE SOLUTION

Source: Lazard, Roland Berger

PAGE 18

Example:Future leadership on vehicle dynamics requires closing gaps on new electronics and software capabilities

FROM HARDWARE SELLER TO SERVICE SOLUTION(continued)

Source: Lazard, Roland BergerPAGE 19

4. CONCLUSION

PAGE 20

CONCLUSION

Source: KPMG (2019)

Thailand will become the main player in this value chain orjust remains as a production base for conventional parts of vehicle ?

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TAI’S ACTIVITIES ON NEXT GENERATION AUTOMOTIVE

“The leading organization of automotive and auto parts industry development

with environmental-friendly business ecosystem and modernization”

VISION

NEXT GENERATION AUTOMOTIVE RESEARCH CENTERThink-tank of Thailand automotive industry

HUMAN RESOURCES DEVELOPMENTSupporting for change of processes and products

3 CORE FUNCTION

TESTING and RESEARCH & DEVELOPMENT CENTERTesting for next generation vehicle standardand product development

to promote and support activities to strengthen Thai automotive industry

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T1

T2

T4

T3

T5

T6

T7

T8T9

T10

T11

T12

L1L3

L4L5

TAI xEV LABORATORY PROJECT

LAYOUT

T7 Wet Handling Track

T1 UN R117 Track

T2 High Speed Track

T3 Braking Track

T4 Test Hill

T5 Dynamic Platform

T8 Skid Pad

T6 Handling Track

T9External Noise Test Track(ISOc10844:2014)

T10Noise Vibration & Harshness(NVH)

T11 Accelerated Fatigue Track

T12 Steering Pad

TEST TRACK LABORATORY

L2

L1 Tire Lab

L4 Certification Lab

L2Passive Safety LabPowertrain Lab

L5 EMC

L3 Battery Lab

1st Phase

2nd Phase

Further Phase

NOTE

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Battery Lab

THANK YOU | ขอบคุณครับ

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