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Thailand Automotive Industry
Moving Ahead with AEC : Opportunities and Challenges
By
Dr. Patima Jeerapaet
President of Thailand Automotive Institute
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I. Overview of ASEAN Automotive industries
Note: ASEAN countries exclude CLMV Source: ASEAN Automotive Federation (AAF)2
7,445 7,322
9,074
8,496
10,481 Sales
11,285
7,485 7,395
9,2328,589
10,701
Production
11,310
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 Sales
2,596
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
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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 automotivehub of ASEAN
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No Production Base Strong Production Base
Increasing
demand
High
domestic
demand
Increasing
capacity
Low
Domestic
demand
ASEAN Automotive Matrix
I. Overview of ASEAN Automotive industries (cont.)
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World Total Production 2011 = 80 million
II. Opportunities for ThailandCurrent Situation of Thailand Automotive Industry
World Total Production 2011 = 20 million
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562
349
140 218262 297
409533
628 703 682 631 614 549
800 796606
14
42
68
126153
175
181
235
332
441 539690 776
536
896736
457
556
359
143
321406
455
564
751
960
1,1251,194
1,3011,392
999
1,645
1,458
0
400
800
1,200
1,600
2,000
2,400
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Jan-June
Unit: 1,000Thailand motor vehicle production, domestic sales and export
Domestic Export Production 2,200e
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
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7/149Source : Thailand Automotive Institute (TAI)
II. Opportunities for Thailand (cont.)Current Situation of Thailand Automotive Industry
1,236
911
527 604784
907
1,328
1,7672,027 2,112 2,055
1,599 1,703 1,535
1,8462,007
1,106
178
137
245214
267272
585
605
831
148
107
102150
115
156221
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
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Jan-June
Unit: 1,000Thailand motorcycle production, domestic sales and export
Domestic Export Production
2,500 e
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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 (%)
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II. Opportunities for Thailand (cont.)
Thailand Motor vehicle production forecast
Source : Thailand Automotive Institute (TAI)
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II. Opportunities for Thailand (cont.)Competitiveness among big 3 ASEAN
Source: Boston consulting group 11
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Country 2009 2010 2011 2012 2013 2014 2015 2016 2017
THAILAND Euro3 Euro4
INDONESIA Euro2 Euro 4 (Tentative)
MALAYSIA
Gasoline Euro2 Euro 3 (Tentative)
Euro 4 (Tentative)Diesel Euro1 Euro 2 (Tentative)
PHILIPPINES Euro2 Euro 4 (Tentative)
VIETNAM Euro2 Euro4 (Under Study)
SINGAPORE
Gasoline Euro2 Euro 4 (Tentative)
Diesel Euro4 Euro 5 (Tentative)
II. Opportunities for Thailand (cont.)Emission Standard
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III. Challenges for ThailandHuman resource development
483,000 501,200 544,500585,600 627,100 669,000
0100,000200,000300,000400,000500,000600,000700,000800,000
No. of Labours
18,200
43,300 41,10041,150 41,900
18,200
43,300 41,10041,150 41,900
18,200
43,300 41,10041,150 41,900
Incresing Labours
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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
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III. Challenges for Thailand (cont.)Green automotive
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Green vehicle program
Alternative fuel, CNG, bio-diesel, ethanol, hybrid
Light weight vehicles
GPS controlLocation and speed of fleets
Safety Issues
UN/ECE standards: roll over, seat anchorages, etc.
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IV. Become the Automotive Hub for the AEC in 2015
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Thank you
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Thailand Automotive Institutewww.thaiauto.or.th