ASEAN Automotive Global Supply Chain Opportunities

ASEAN Automotive Global
Supply Chain Opportunities
Leigh Wilmott
ASEAN Automotive Manager
Austrade Bangkok
August 2012
Growth driven out of Thailand and Indonesia
Millions
ASEAN Vehicle Production Forecast
5.3 Million Units by 2017
6
5
4
Vietnam
Philippines
3
Malaysia
Indonesia
Thailand
2
1
0
2010
2011
2012f
2013f
2014f
2015f
2016f
2017f
Sources: LMC, F&S, Industry Forecasts
Australia Unlimited
Australia Unlimited
Australian Automotive Companies in Thailand
Australia Unlimited
Indonesia Forecast Production
1.4 million units by 2017
1,600,000
1,400,000
1,200,000
1,000,000
Indonesia
800,000
600,000
400,000
200,000
2008
2009
2010
2011f
2012f
2013f
2014f
2015f
2016f
2017f
Sources: LMC, F&S, Industry Forecasts
Australia Unlimited
GM New Models
NEXT FACELIFT
NEW MODEL
GM Thailand
MODEL
Cruze
Captiva
Sonic
Colorado
Captiva
Trailblazer
GM Indonesia
Chevrolet Global
Small MPV
GM MPV
2011
8,979
0
0
2,815
0
0
0
0
2012
2013
2014
2015
2016
2017
10,464 18,067 17,988 19,913 21,625 22,882
0
0 16,837 22,646 22,568 23,734
5,188 9,282 9,942 10,339 10,782 11,203
81,410 98,660 108,911 115,870 130,913 138,831
0
0 16,837 22,646 22,568 23,734
21,044 45,530 47,012 49,030 54,412 56,878
0
0
3,308
970
4,997
8,343
4,682
7,847
5,876
9,882
6,429
10,846
2018
2019
24,669 26,115
24,118 26,045
11,570 11,927
148,555 157,238
4,824
0
26,433
0
6,756
11,389
7,142
12,268
Australia Unlimited
Source:
FORD / Mazda New Models
SALES GROUP
MODEL
2011
2012
2013
2014
2015
2016
2017
2018
2019
Ford Group
Ecosport
0
0
11,297
20,256
23,564
22,370
24,611
25,711
6,750
Focus
0
19,764
23,048
25,995
26,649
29,798
32,829
33,394
0
Ford B MPV
0
0
0
0
10,357
20,193
21,983
23,118
24,580
Mondeo
0
0
1,322
4,267
4,785
5,750
6,150
6,881
7,496
0
0
1,322
4,267
4,785
5,750
6,150
6,881
7,496
0
0
1,322
4,267
4,785
5,750
6,150
6,881
7,496
0
19,764
35,667
50,518
65,355
78,111
85,573
89,104
93,245
Escape
0
0
2,855
3,077
3,593
3,411
3,656
3,787
3,919
Everest
7,235
4,744
7,259
8,085
8,349
9,054
9,744
10,360
10,987
Fiesta
46,959
65,358
61,755
60,525
68,172
73,708
78,570
82,479
85,930
Ranger (Asia)
63,294
101,406
84,038
80,827
86,614
90,661
95,554
100,776
114,616
29,513
54,003
48,787
49,821
52,459
54,367
57,678
59,100
60,320
0
0
6,573
7,151
6,976
7,813
8,165
8,388
8,618
0
0
6,573
7,151
6,976
7,813
8,165
8,388
8,618
0
0
6,573
7,151
6,976
7,813
8,165
8,388
8,618
Mazda2 Total
43,575
58,978
49,596
52,393
53,269
53,250
54,993
57,179
59,106
Mazda3 Total
2,536
5,690
6,618
7,318
8,467
8,611
10,418
11,090
11,979
Mondeo Total
Ford Group Total
Auto Alliance (Ford)
Auto Alliance (Mazda) BT-50 Total
CX-5
CX-5 Total
Australia Unlimited
Source:
Mitsubishi New Models - Thailand
NEXT FACELIFT
NEW MODEL
MODEL
2011
2012
2013
2014
2015
2016
2017
2018
2019
Lancer Total
6,907
6,116
7,479
7,025
7,077
7,284
7,305
6,851
7,146
59,987
56,204
60,378
64,407
68,015
68,450
71,138
71,813
74,122
140,202
165,749
157,307
163,289
172,572
180,687
185,335
194,718
212,768
227,696
240,587
249,137
256,473
266,531
286,890
Pajero Sport Total
Triton Total
New Pick-Up / SUV Total
Australia Unlimited
Source:
Renault - Nissan New Models
Next Face Lift
New Model
COUNTRY
MODEL
Indonesia
March Total
14,634
13,922
15,306
17,264
18,516
23,917
24,836
26,858
28,899
Evalia Total
0
8,586
23,795
24,276
24,395
24,632
25,442
25,969
26,580
19,069
38,589
48,271
51,304
47,204
45,720
49,131
51,401
53,576
0
0
0
0
0
0
0
16,922
17,970
4,172
10,218
9,965
10,865
13,411
15,074
16,031
16,922
17,970
0
0
0
4,454
16,846
21,628
25,387
29,229
33,357
2,152
2,326
2,535
3,137
4,461
5,618
6,654
8,863
9,472
0
0
0
4,812
11,502
13,985
16,361
18,774
21,422
Serena Total
1,795
2,927
3,775
4,065
5,292
7,309
7,540
7,950
8,430
X-Trail Total
3,579
4,587
5,467
7,106
8,033
9,047
10,350
10,951
11,663
45,401
81,155
109,114
127,283
149,660
166,930
181,732
196,917
211,369
87,851
91,145
72,624
70,648
71,539
78,763
83,176
82,275
86,036
6,458
67,319
71,874
72,439
73,497
72,659
73,833
74,502
75,138
6,458
67,319
71,874
72,439
73,497
72,659
73,833
74,502
75,138
6,458
67,319
71,874
72,439
73,497
72,659
73,833
74,502
75,138
0
12,988
42,954
42,107
40,803
39,958
38,921
39,419
39,905
6,054
12,732
13,769
14,975
14,874
16,119
16,161
16,774
17,263
Thailand Total
185,204
229,434
242,537
211,347
200,713
207,499
212,091
212,970
218,342
Total Indonesia & Thailand
230,605
310,589
351,651
338,630
350,373
374,429
393,823
409,887
429,711
Grand Livina Total
Juke Total
KAI Total
Livina Total
Mini Car (Datsun) Total
Indonesia Total
Thailand
March Total
Almera
Almera Total
Bluebird Sylphy Total
Teana Total
2011
2012
2013
2014
2015
2016
2017
2018
2019
Australia Unlimited
Source:
Toyota New Models
Next Face Lift
New Model
COUNTRY
MODEL
Indonesia
Avanza Total
2014
2015
2016
2017
2018
2019
205,540
188,302
190,984
210,589
219,111
235,446
248,299
264,643
0
6,816
22,461
28,566
29,495
31,552
33,233
35,159
Fortuner Total
24,376
35,272
35,800
36,477
40,284
40,189
42,308
44,104
43,099
Innova Total
55,488
66,355
71,599
79,175
88,688
102,552
117,736
124,255
131,852
Rush Total
31,502
45,139
48,226
50,965
50,229
52,767
54,851
59,007
61,295
Terios Total
24,142
32,400
37,260
37,133
41,659
46,724
51,555
53,935
56,513
Xenia Total
58,815
73,385
77,731
79,254
73,896
73,414
82,490
87,293
92,811
453,977
540,555
550,521
591,262
637,313
677,095
737,225
777,040
814,954
Camry Total
23,048
29,065
22,612
23,726
24,793
25,701
27,341
28,519
30,003
Corolla Total
49,276
71,571
57,327
59,327
59,488
61,339
66,328
69,560
72,876
0
0
67,511
133,161
147,080
163,004
174,516
182,643
200,511
19,418
52,223
55,275
60,899
66,283
67,024
58,411
61,855
61,408
EFC (Asean) Total
Fortuner Total
Hiace/Hiace Regius Total
Total ASEAN
2013
0
Indonesia Total
Thailand Total
2012
205,546
EFC (Asean) Total
Thailand
2011
0
3,536
31,408
33,861
34,310
33,471
35,270
39,188
40,886
Hilux Total
318,507
433,532
470,686
502,756
539,043
569,471
609,285
648,552
685,157
Yaris Total
24,512
20,044
23,055
24,595
26,020
28,799
30,381
32,258
34,123
515,965
722,621
785,849
842,262
900,908
953,091
1,006,099
1,067,425
1,130,069
1,203,266
1,491,649
1,566,957
1,661,014
1,780,660
1,888,811
2,014,161
2,120,169
2,224,560
Australia Unlimited
Source:
TOYOTA SUPPLIER MIX
Systems Suppliers
Japanese
Design & Development
Global
Local
Make to Drawing
Source: Toyota TMAP
Australia Unlimited
DRB-Hicom (Proton) - Malaysia
Next Face Lift
New Model
MODEL
2011
2012
2013
2014
2015
2016
2017
2018
2019
Exora Total
23,644
25,739
26,829
29,792
29,762
31,080
32,312
32,972
32,934
Inspira Total
10,288
6,380
6,376
5,470
6,617
7,308
7,837
8,066
8,232
0
25,334
39,661
47,164
48,335
46,598
49,415
50,480
51,539
78,732
69,391
69,307
69,124
69,120
71,833
76,083
77,853
79,075
2,865
3,206
3,047
3,608
3,643
4,124
4,401
4,535
4,644
166,229
154,253
151,009
161,008
164,173
167,052
176,542
180,656
183,309
Preve Total
Saga Total
Satria Neo Total
TOTAL
Australia Unlimited
Source:
Indonesian Tier 1 Partnering Opportunities
Gemala Kempa Daya

Company category : Tier 1 Supplier for Truck’s Chassis Frames and Axles

Opportunity : Testing Equipment for the steel rigidity measurement

Approx. Value of the Opportunity : A$ 380,000

Opportunity Timing : Up to October 2012 (3 months period)

Interest to Australian Suppliers : Positive

Current products : Heavy Vehicle’s Frame Chassis & Pressed Parts

Main customers : Mitsubishi, Toyota and Hino

Company size : Medium

Annual Capacity : 260,000 Units / Year

Turn Over 2011 : A$ 60 mio (Gross)
Australia Unlimited
Indonesian Tier 1 Partnering Opportunities…
Dasa Windu Agung

Company category : Tier 1 Auto Interior Plastics Supplier

Opportunity : Seeks partner to develop natural material replacement for Fiberglass in
Auto Headliners

Approx. Value of the Opportunity : A$ 250,000 / Year

Opportunity Timing : Up to September 2012 (3 months period)

Interest to Australian Suppliers : Positive

Current products : Interior Plastics components, Seat Foam and Auto Headliners

Main customers : Toyota and Daihatsu

Company size : Medium

Annual Production Capacity : 3,000,000 Parts / Year

Turn Over 2011 : A$ 17.5 mio (Gross)
Australia Unlimited
Indonesian Tier 1 Partnering Opportunities…
Braja Mukti Cakra

Company category : Tier 1 supplier for Brake drum, Disc brake and Hub Wheel products

Opportunity : Seeking innovative products in the area of : Casting, Machining and
also Forging

Approx. Value of the Opportunity : A$ 300,000 / Year

Opportunity Timing : Up to December 2012 (5 months period)

Interest to Australian Suppliers : Positive

Technical Assistance : Mitsubishi Motors. Corp - Japan

Main customers : Mitsubishi Indonesia

Company size : Medium

Annual Capacity : 24,000 Tons / Year

Turn Over 2011 : A$ 8 mio (Gross)
Australia Unlimited
Vietnam - Market Opportunities
Australia Unlimited
XUANKIEN VINAXUKI MOTOR CORP
Localize 2 models (ratio 50%-60%)
5 seat car (meeting euro standards
of exhaust emissions)
 5 seat car
 7 seat car
Australia Unlimited
XUANKIEN VINAXUKI MOTOR CORP,
Aims:
• Partner to establish a JV
and / or import
components from
ASEAN to take
advantage of the FTA
• Seek technology for
making production cost
efficient
Seeking
supplier/partner:
• Steering Gear
• Gear box
• Damper
• Chassis
• Mirror
Australia Unlimited
Austrade’s ASEAN Global Supply Chain Market
Initiative 2012-13 Plans:
Opportunity delivery based on OEM plans and requirements
Technical missions based on identified opportunities e.g Thailand
and Malaysia
Buyer visit support – Vinaxuki to Thailand based Australian
suppliers.
General mission – Indonesia November 2012
Ongoing tailored services to individual needs across ASEAN
Australia Unlimited
For further information
Leigh Wilmott
Senior Business Development Manager - ASEAN
Automotive
Austrade Bangkok
Mob: +66 81 909 8776
Email: [email protected]
Australia Unlimited