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Current Market Situation of
Automotive Sector in Thailand
Mr. Vichai Jirathiyut
President
Thailand Automotive Institute
14 November 2016
2016 ASEAN Iron and Steel Sustainability Forum 1
2
Outline
1. Overview of Thailand Automotive Industry
2. Trend of Thailand Automotive Industry
3. Technology and Innovation Learning Center
for Electric Vehicle Industry Development
4. New Thailand Automotive and Tyre Testing Center
Production 2015 (x1,000,000 units)
1. China 24.50 6. India 4.13 11. France 1.97
2. USA 12.10 7. Mexico 3.57 12. Thailand 1.92
3. Japan 9.28 8. Spain 2.73 13. UK 1.68
4. Germany 6.03 9. Brazil 2.43 14. Russia 1.38
5. South Korea 4.56 10. Canada 2.28 15. Turkey 1.36
2
7
9
10 4
14
11
13
3
1
6 12
5
Data source: OICA ; Analyzed by TAI
World motor vehicle production ranking 2015
4
15
8
5 Source: Automotive Industry Club, The Federation of Thai Industries ; Analyze by Thailand Automotive Institute
Overview of Thailand Motor Vehicle Production
Motor vehicle production (units)
8
167,165 179,158 178,217
123,968 135,045 151,698 165,863 159,149 171,496 165,381 163,170 152,692
147,651 166,412 192,811
138,237 168,394 179,875
153,950 156,337
0
100,000
200,000
300,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2014 2015 2016
3% -5%
89% 1%
-20%
0%
20%
40%
60%
80%
100%
0
500,000
1,000,000
Passenger car Pick up PPV Bus & Truck
YTD 2015 YTD 2016 Jan - Aug 2016 1,303,667
Jan - Aug 2015 1,260,263
%∆ YoY -2 %
%∆ MoM -3 %
%∆ Accumulate Growth 3 %
2 mill units
Source: AIC made by TAI
Motor vehicle domestic sales (units)
9
59,721 63,945 74,117
54,058 56,942 60,322 60,863 61,991 61,869 67,910 76,426 101,464
51,821 57,093 72,646
54,986 66,035 66,049 60,635 63,619
0
50,000
100,000
150,000
200,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2014 2015 2016
Jan - Aug 2016 492,884
Jan - Aug 2015 491,959
%∆ YoY 3 %
%∆ MoM 5 %
%∆ Accumulate Growth 0.2 %
-7% 0%
66% 5% -20%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
0
100,000
200,000
300,000
Passenger car Pick up PPV Bus & Truck
YTD 2015 YTD 2016
0.78 mill units
Source: AIC made by TAI
Motor vehicle (CBU) export (units)
10
92,440 108,173
127,619
82,130 88,937 76,774 102,359 101,982
124,952 111,229
101,650 86,650
93,714 104,712
109,334
80,491 99,547 107,025 99,155 94,183
0
50,000
100,000
150,000
200,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2014 2015 2016
Jan - Aug 2016 788,161
Jan - Aug 2015 780,414
%∆ YoY -8 %
%∆ MoM -5 %
%∆ Accumulate Growth 1 %
-6% -2%
88%
-20%
0%
20%
40%
60%
80%
100%
0
100,000
200,000
300,000
400,000
Pick up Passenger Car PPV
YTD 2015 YTD 2016
1.22 mill units
Source: AIC made by TAI
Motor vehicle (CBU) export (units)
11
0
50,000
100,000
150,000
200,000
250,000
Asia
201
5
Asia
201
6
OC
N 20
15
OC
N 20
16
MID
201
5
MID
201
6
AFR
201
5
AFR
201
6
EU 2
015
EU 2
016
N.A
m 2
015
N.A
m 2
016
CS.
Am 2
015
CS.
Am 2
016
Pickup PPV Passenger
9% 12%
-15%
-33%
-1%
42%
-22%
Source: AIC made by TAI
Motorcycle production (units)
12
173,868 180,458 185,800
134,271 151,416 150,389
125,941 130,219 149,234 145,279 135,714 144,736
159,434 150,603 151,313 122,101
146,767 168,245
142,516 169,055
0
100,000
200,000
300,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2014 2015 2016
Jan - Aug 2016 1,210,034
Jan - Aug 2015 1,232,362
%∆ YoY 30 %
%∆ MoM 19 %
%∆ Accumulate Growth -2 %
-6%
15%
-10%
-5%
0%
5%
10%
15%
20%
0200,000400,000600,000800,000
1,000,0001,200,000
Commuter
(Family,Scooter)
Sport
(<150, 150-399, ≥400 cc.)
YTD 2015 YTD 2016
1.8 mill units
Source: AIC made by TAI
Motorcycle domestic sales (units)
13
142,931 152,037 183,977
106,315 144,941
172,522
113,477 125,621 134,434
118,516 121,599 122,720
160,585 131,748 161,993
105,582
165,644 184,457
127,331
155,996
0
100,000
200,000
300,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2014 2015 2016
Jan - Aug 2016 1,193,336
Jan - Aug 2015 1,141,821
%∆ YoY 24 %
%∆ MoM 23 %
%∆ Accumulate Growth 5 %
5%
2%
0%
1%
2%
3%
4%
5%
6%
0
500,000
1,000,000
1,500,000
Commuter
(Family,Scooter)
Sport
(<150, 150-399, ≥400 cc.)
YTD 2015 YTD 2016
1.60 mill units
Source: AIC made by TAI
Motorcycle (CBU & CKD) export
14
72,675
101,346 92,228
77,126 83,780 76,112 65,960 64,962 65,835 63,462
83,791 92,703
72,055
85,893 88,525
65,639 74,354 72,320
63,775 69,744
0
50,000
100,000
150,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2014 2015 2016
Jan - Aug 2016 592,305
Jan - Aug 2015 634,189
%∆ YoY 7 %
%∆ MoM 9 %
%∆ Accumulate Growth -7 %
-21%
3%
-25%
-20%
-15%
-10%
-5%
0%
5%
0
200,000
400,000
600,000
CBU CKD
YTD 2015 YTD 2016
0.9 mill units
Source: AIC made by TAI
Trade value
15
(unit: million USD) Jan - Aug 2015 Jan - Aug 2016 %∆
Export 23,265 24,105 4
- Motor vehicle 11,170 12,071 8
- Motorcycle 862 782 -9
- Auto parts 11,233 11,252 0.2
Import 10,273 11,067 8
- Motor vehicle 903 1,038 15
- Motorcycle 134 115 -14
- Auto parts 9,235 9,915 7
Trade Balance 12,993 13,038 0.3
Source: INFORMATION AND COMMUNICATION TECHNOLOGY CENTER WITH COOPERATION OF THE CUSTOMS DEPARTMENT
made by TAI
16
Passenger Car, 46.02%
Commercial Vehicle, (Not included 1 Ton Pickup Truck), 6.13%
1 Ton Pickup Truck, 47.82%
Other, 0.02%
Thailand Vehicle’s Market share of 2015
Source: Analyzed by Automotive Intelligence Unit (AIU), TAI, 2015
Thailand Automotive Market Share
17
Thailand Automotive Industry Overview and Forecast
Thailand motor vehicle production, sales and export
Source: AIC, Analyzed by Automotive Intelligence Unit-TAI Note: Including passenger car, pick up 1 ton, van, bus, truck .
19
Light weight vehicle Capacity 2.7 mill. unit/year
Isuzu Motors Company (Thailand) Co., Ltd. Location : Samutprakarn, Chachoengsao Capacity : 200,000 units per year
Honda Automobile (Thailand) Co., LTD. Location : Ayuthaya Capacity : 240,00 units per year
Suzuki Motor (Thailand) Co., LTD. Location : Rayong Capacity : 135,000 units per year
Nissan Motor (Thailand) Co., Ltd. Location : Samutprakarn Capacity : 240,000 units per year
Toyota Autoworks Co., Ltd. Location : Samutprakarn, Capacity : 18,000 units per year
Mitsubishi Motors (Thailand) Co., Ltd. Location : Chonburi Capacity : 450,000 units per year
Toyota Motor Thailand Co., Ltd. Location : Samutprakarn, Chachoengsao Capacity : 700,000 units per year
Auto Alliance (Thailand) Co., Ltd. Location : Rayong Capacity : 300,000 units per year
Dongfeng Automobile Co., Ltd. Location : Chachoengsao Capacity : 5,300 units per year
Ford Motor Company (Thailand) Co., Ltd. Location : Rayong Capacity : 200,000 units per year
General Motors (Thailand) Co., Ltd. Location : Rayong Capacity : 160,000 units per year Thonburi Automotive Assembly Plant Co., Ltd.
Location : Samutprakarn Capacity : 8,000 units per year
BMW Manufacturing (Thailand) Co., Ltd. Location : Rayong Capacity : 10,000 units per year
SAIC Motor-CP Co., Ltd. Location : Rayong Capacity : 50,000 units per year
Data source: TAI (2014)
Thailand Automotive Industry Overview
20
Hino Motors Sales (Thailand) Co., Ltd. Location : Samutprakarn, Chonburi Capacity : 25,150 units per year
Heavy duty vehicle Capacity 86,850 unit/year
TC Manufacturing and Assembly (Thailand) Co., Ltd. Location : Bangkok Capacity : 12,000 units per year
Scania (Thailand) Co., Ltd. Location : Chachoengsao Capacity : 1,000 units per year
Thai-Swedish Assembly Co., Ltd. Location : Samutprakarn Capacity : 21,700 units per year
Thonburi Automotive Assembly Plant Co., Ltd. Location : Samutprakarn Capacity : 7,000 units per year
Isuzu Motors Company (Thailand) Co., Ltd. Location : Chachoengsao Capacity : 20,000 units per year
Data source: TAI (2014)
Thailand Automotive Industry Overview
21
THAI YAMAHA MOTOR CO.,LTD. Location : Samutprakarn Capacity : 450,000 units per year
KAWASAKI MOTORS ENTERPRISE (THAILAND) CO.,LTD Location : Rayong Capacity : 150,000 units per year
THAI HONDA MANUFACTURING CO.,LTD. Location : Bangkok Capacity : 1,700,000 units per year
THAI SUZUKI MOTOR CO.,LTD Location : Pathumtani Capacity : 600,000 units per year
TRIUMPH MOTORCYCLES (THAILAND) LTD. Location : Chonburi Capacity : 54,000 units per year
DUCATI MOTOR (THAILAND) CO.,LTD. Location : Rayong Capacity : 5,000 units per year
BMW MANUFACTURING (THAILAND) COMPANY LIMITED Location : Rayong Capacity : 5,000 units per year
Motorcycle Assembler Capacity
2.96 mill. unit/year
Data source: TAI (2014)
Thailand Automotive Industry Overview
25
Electricity generating capacity /
Grid readiness preparation
Studying and Demonstration Projects on EV in Thailand
Electricity
Consumption
Small EV for city use
Zero-emission EV-Bus
Source: Durongkaveroj, P. (Minister of Science & Technology) Strategy to promote Thailand as an ASEAN EV hub. Presented at Army Club (12 June 2015).
Trend of Thailand Automotive Industry
26
EV Production Promoted Policy in Thailand (as of 8st August 2016)
Measurement Government Goal
1. Investment Policy as the concept “Clean, Ecological, Safety” 1.1 Government Procurement for E-Bus
BOI/Fiscal Policy/MOI
Under TOR consideration
3 Years
By November 2016
2. HRD and Technology Development 2.1 AHRDA (Samutprakarn) 2.2 Manufacturing Automatic and Robotic Institute
Labor Ministry, Ministry of Education, TAI, FTI TGI/FTI TAI/MOI/Fiscal Policy
5 Years
3 Years
2.3 New Testing Center for Tire and Auto Parts
TISI TAI
3 Years
3. Infra Structure 3.1 Auto City
TISI/ TAI / FTI/ Education Ministry/ IEAT
3 Years
3.2 Logistics Ministry of Transportation 3 years
27
Super Cluster and EV Production Promoted Policy in Thailand (as of 8st August 2016)
Measurement Government Goal
4. Regulations 4.1 Standards Regulation Upgrading (United Nation Regulation)
TISI 1 Year
4.2 Financial Support Ministry of Finance 3 years
4.3 Import Duty Exemption for Car Prototype imported for R&D
Ministry of Finance Under the laws procedure for announcement
28
3. Technology and Innovation Learning Center
for Electric Vehicle Industry Development
as of 13 October 2016
Objectives:
1. To disseminate the knowledge and research findings on electric vehicles to
general public, electric vehicles companies and government agencies
2. To strengthen the electric vehicle industry in Thailand by supporting
research and development of Thai companies
29
I. Developments of Thai auto part makers
31
Train the trainers program
R&D of EV part prototype for
Industrial production
Study of EV technology
Study of EV charger
technology
Database of electric vehicle part manufacturers
PR and
Seminar
EV car maker
EV technology
exhibition
center
EV car maker
EV part maker
15 ก.ม.
TAI kluaynamtai
TAI Bangpoo
KX Building, KMUTT
12 ก.ม. 40 ก.ม.
II. EV Test drive and demonstration
32
KMUTT
Examples of EV in Market
33
Hyundai IONIQ BMW i3 Nissan LEAF
BYD e6 Mitsubishi i-Miev MG Roewe E50
Toyota Prius Volvo XC90 Mercedes-Benz S Class
Smart ForTwo
Charging station
34
Quick charge 50 kW
Normal charge 7.4 kW (IEC
CCS)
Normal charge 9.6 kW
(CHAdeMO)
Project timeline
39
Activities Duration
Jul-Sep 2016 Oct-Dec 2016 Jan-Mar 2017 Apr-Jun 2017 Jul-Sep 2017
1. Establish collaboration
2. Establish the learning center
3. Organize workshops
4. R&D of part prototype
5. Electric vehicle test run
6. Gather knowledge related to
electric vehicle technology
41
1. Laboratory testing for TIS. and ASEAN MRA standard
2. Proving ground for vehicles regulatory and development testing.
Noise & Wet Grip
Brake Performance
Park Brake (Hill)
Dynamic Platform
Handling
Skid-Pad
Noise Vibration and Harshness Surface
High Speed Circuit
Main Infrastructures
New Thailand’s Vehicle Testing Center
43
• Short Term: To develop the automotive industry by focusing on maintain the production by supporting
the activities of product standard development to enhance utilization of local parts and materials.
• Medium Term: Focus on driving activities related to research and develop in order to be accepted by
international market.
• Long-term: Support and facilitating development activities for upstream research which focuses on
product development and design.
The role of New Thailand Automotive and Tyre Testing Center
Phases of developments & supports for automotive industry
44
and more…
- Fuel Station
- Electric Charging Station
- Garages
- Workshop
- Parking Lots
Communities and essential Infrastructures for enabling environment for automotive development
ภาพจาก: SGM/PATAC Guang De Proving Ground: Test Tracks & Area
Dormitory Cafeteria
Admin Office Building
MIRA Technology park
45
Proving Ground
Testing Laboratory
Promote and support auto parts development and design
Dynamic Pad
46
Overview of the progress of the project
Topographic & Geological Survey
Preparation for master plan of the project
Operational plan for tyre testing based on UN R117
Design layout and detailed drawing for the test tracks and required infrastructures
Determining testing machine & equipment specifications
Procurement process
Technical staffs training
Seminar & public relations activities to promote new vehicle testing center
Main Project Activities