Thailand is the centre point of Automotive Production in ASEAN.

1. Thai Autobook 2013
www.thaiautobook.com
Welcome.

2. Thai Autobook 2013
www.thaiautobook.com

3. Thai Autobook 2013
www.thaiautobook.com
0
5,000,000
10,000,000
15,000,000
20,000,000
200520062007
2008
2009
2010
2011
2012
Car Production 2005-2012
Top 5 do 50% = 40 Million
Thai Autobook 2013
www.thaiautobook.com

4. Thai Autobook 2013
www.thaiautobook.com
Thai Automotive Industry
2003-2012
751
928
1,125 1,188 1,287 1,394
999
1,645
1,458
2,462
in 1,000 units
533 626 703 682 631 615
549 800 796
1,436
239 322
441 539 690 776
536
896
736
1,026
2003 2004 2005 2006 2007 2008 2009 2010 2011
2012
Domestic Sales Export Sales

5. Thai Autobook 2013
www.thaiautobook.com
Source: Focus2Move
0
12,500
25,000
37,500
50,000
44,744
38,940
38,708
38,424
29,369
Toyota Hilux Toyota Camry Toyota Corolla
Hyundai Elantra Hyundai Accent
Saudi ArabiaVehicle
Domestic Sales 2011 –Top 5

6. Thai Autobook 2013
www.thaiautobook.com
Thailand Automotive Capacity 2012
Source: Thai Autobook 2012 Research
The ‘Big 3’ The ‘Next 6’Total: 2.78MVehicles
Production Forecast is 2MVehicles against a capacity of 2.78MVehicles
25%
14%
14%
11%
10%
9%
9%
5% 4%
Toyota Mitsubishi Isuzu
AAT Nissan GM
Honda Ford Suzuki
500,000
1,000,000
1,500,000
700,000
400,000
400,000
Toyota
Mitsubishi
Isuzu
250,000
500,000
750,000
1,000,000
1,250,000
1,500,000
300,000
280,000
250,000
240,000
150,000
100,000
AAT Nissan
GM Honda
Ford Suzuki

7. Thai Autobook 2013
www.thaiautobook.com
Thailand Eco Car Capacity
Source:TAI
29%
20%18%
18%
15%
Mitsubishi Suzuki Honda Nissan Toyota
Total: 658,000Vehicles
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
200,000
138,000
120,000
120,000
100,000

8. Thai Autobook 2013
www.thaiautobook.com
Thailand Automotive
Capacity
790,000 900,000 1,000,000
510,000 510,000 510,000
400,000 400,000 400,000
370,000 370,000 370,000
300,000
300,000
300,000
280,000
300,000
420,000250,000
250,000
250,000
150,000
150,000
150,000
60,000
100,000
100,000
2013
2014
2015
3.2 Million
3.4 Million
3.7 Million

9. Thai Autobook 2013
www.thaiautobook.com
Thai Automotive Industry
2013 - 2.5 Mio?
117,889129,509130,232142,839148,243 144,676
125,817 129,910
156,951
109,658
141,032
95,139 98,251
94,838
85,279
98,268
109,326
108,338
86,297
86,697
94,527
102,742
67,641
86,577
121,000
82,710
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul
Domestic Sales Export
217,727214,788
228,500
252,156
256,581
221,353
236,025 229,204
256,513
170,438
231,070
217,110
201,446
Total Output

10. Thai Autobook 2013
www.thaiautobook.com
Thai Automotive Industry
2012 – Worldwide Rank

11. Thai Autobook 2013
www.thaiautobook.com
China
1,339
India
1,210
Japan
128
South Korea
100
Brunei
0.4
Cambodia
14
Indonesia
237
Laos
7
Malaysia
28
Myanmar
60
Philippines
102
Singapore
5
Thailand
67
Vietnam
91
Australia 22 5 New Zealand
People
ASEAN [AEC]
600 Million
ASEAN +6
3.2 Billion

12. Thai Autobook 2013
www.thaiautobook.com
0
120
240
360
480
600
505
405 427
300
234
140
124
40 29
9
Germany Japan USA Malaysia Russia
Thailand Brazil Indonesia China India
Asean Market

13. Thai Autobook 2013
www.thaiautobook.com
Thai Automotive Industry
Future
2.5 2.6 2.8 3.0 3.3 3.7
4.2 4.6
5.0
2012 2013 2014 2015 2016 2017 2018 2019 2020
‘Official’ forecasts vary from 2.5 to 3 Mio in 2015 with potential
for up to 5 MioVehicles in 2020

14. Thai Autobook 2013
www.thaiautobook.com
Thailand Automotive Industry
SWOT Analysis - not required!
Strength Weakness
Opportunity Threat
We are at a strategic inflection point:
Thailand will leverage the strengths
and seize the opportunities

15. Thai Autobook 2013
www.thaiautobook.com

16. Thai Autobook 2013
www.thaiautobook.com
1,200
2,400
3,600
4,800
6,000
67 602
5,394
1,648
1,210 1,676
1,388
3,936
Population [Mio]
GDP [$ Billion]
GDP [$ / capita]
Car Production
Thailand India
Thailand vs. India
Automotive Productivity
5
10
15
20
25
30
25
3
Source: Industry
Rank 140
Rank 90

17. Thai Autobook 2013
www.thaiautobook.com
Global Reach

18. Thai Autobook 2013
www.thaiautobook.com
Europeans are still unsure...
Does Thailand make Cars?

19. Thai Autobook 2013
www.thaiautobook.com
Infrastructure

20. Thai Autobook 2013
www.thaiautobook.com
Reaching out to Europe

21. Thai Autobook 2013
www.thaiautobook.com
Reaching out to China

22. Thai Autobook 2013
www.thaiautobook.com
But, there’s a problem

23. Thai Autobook 2013
www.thaiautobook.com
But, there’s a problem

24. Thai Autobook 2013
www.thaiautobook.com
Thailand Automotive
Labor Situation
514,286 571,429
914,286
2011 2012 2020
50%
15%
25%
10%
Highschool (12th Grade)
Vocational School
HighVocational School
Undergraduates
Automotive Labour in
Thailand
400,000
700,000
1,100,000
Total labour shortfall in
Thailand
2011 2012 2013

25. Thai Autobook 2013
www.thaiautobook.com
Thailand Automotive Labour
Source: TAPMA / Employment Department, 2012
One factor leading to labor shortages in the manufacturing sector is
growing employment outside the formal sector.