Thai Auto -Parts Manufacturers Association · Information Classification: General . Thai Auto...

Information Classification: General

www.thaiautoparts.or.th

Thai Auto-Parts Manufacturers Association

สมาคมผู้ผลิตชิน้ส่วนยานยนต์ไทย

[email protected] (66) 02-286-9166(66) 02-286-9167

(66) 02-286-9168(66) 02-286-9169


Thai automotive industry structure by ownership

© www.thaiautoparts.or.th Page | 2

2030OEM

(Car maker)

Device manufacturers• Sick (Lidar)• Mobileye

(Camera)

Telecom companies

• CAT• AIS-TRUE-DTAC

Online players

• Facebook

IT supplier• Apple• Google

Tier-x supplier

CHANGE IN AUTOMOTIVE INDUSTRY VALUE CHAIN201918 Car assembler

8 Motorcycle assembler

476 1st Tier Supplier

Pure Foreign Foreign Majority Joint Venture Thai Majority Pure Thai

27% 11% 13% 49%

42% 26% 1%14% 17%

96%

1,210 2nd Tier and lower Supplier

4

%


644.28700.29 765.13

826.01885.61

954.541,026.62

1,105.471,187.34

1,272.261,359.22 1,450.16

1,542.221,634.27

1,723.17 1,748.86

243.91 260.66 280.99 301.43 326.17 358.03 390.06 427.54 466.97 508.42 551.13 597.22 643.29 689.03 732.21 745.16

25.94 26.61 27.25 27.75 28.13 28.76 29.34 30.15 30.98 31.9032.79

33.5434.23

34.9735.69 35.90

176.76 195.63 213.94 229.22 241.38 254.80 269.54286.10

303.83322.65

342.52362.47

382.20402.06

421.61 427.61

40.84 42.77 47.37 52.09 56.6661.98

67.8173.93

80.1985.93

90.8095.43

100.77106.29

111.55 112.87

156.84174.62

195.57215.51

233.28250.97

269.87287.76

305.37323.35

341.98361.50

381.74401.91

422.10 427.32

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

2,000

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Mill

ions

veh

icle

s

Grand Total 1 Asia / Oceania / Middle East 2 Africa 3 North America 4 Central & S.America 5 Europe

World vehicles in use ( By Area )Worldwide automobile sale from 2005 to 2020 (in million vehicles)

© www.thaiautoparts.or.th Page | 3VEHICLES IN USE • https://www.marklines.com/en/vehicle_sales/index DATA UPDATE 2019-10-15


World vehicles Production ( By Segment )Worldwide automobile production from 2005 to 2020 (in million vehicles)

© www.thaiautoparts.or.th Page | 4DATA UPDATE 2020-06-30

48.29

61.0764.11

60.8557.00

75.10 77.1281.86 84.56 86.64 87.88

91.9695.99 95.15

90.74

24.93

0

20

40

60

80

100

120

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

MIL

LIO

N V

EHIC

LES

Unclassified

SUV

MPV

Pickup Truck

F

E

D

C

B

A

Grand Total


Production Statistic Range 2018 – 2020 (Million Vehicles)


9.75

1.34

1.53

1.62

1.77

2.02

2.16

2.19

2.75

2.80

3.92

4.03

5.17

5.37

9.58

11.33

27.77

0 10 20 30

Others

Indonesia

Turkey

UK

Russia

Canada

Thailand

France

Brazil

Spain

Mexico

Korea

India

Germany

Japan

USA

China

Millions UnitYEAR 2018

2,162,439 Unit 11th

Y:Y +8.73%

9.87

1.31

1.36

1.43

1.59

1.92

2.01

2.07

2.80

3.02

3.75

3.95

4.52

5.00

9.51

10.92

25.70

0 10 20 30

Others

Czech

UK

Turkey

Russia

Canada

Thailand

France

Brazil

Spain

Mexico

Korea

India

Germany

Japan

USA

China


2,013,710 Unit 11th

Y:Y -6.88%

2.67

0.35

0.35

0.40

0.40

0.42

0.44

0.53

0.59

0.69

0.93

1.00

1.19

1.33

2.74

3.11

7.76

0 10 20 30

Others

Indonesia

Czech

Russia

Turkey

Canada

France

Thailand

Brazil

Spain

Mexico

India

Germany

Korea

USA

Japan

China


534,428 Unit 10th

YTD -73.46%


“Global supply chain and posing another

challenge for Automotive Industry”

0 8 / 0 7 / 20 20


ความทา้ทายในการผลติชิน้สว่นในวกิฤตโิลกของอุตสาหกรรมยานยนตไ์ทย

ชิน้ส่วนยานยนต์ไทย ฝ่าวิกฤต COVID- 19

Mr. Sompol Tanadumrongsak

President, Thailand Auto Parts Manufacturers Association

สมาคมผู้ผลิตชิน้ส่วนยานยนต์ไทย เลขที ่2 ถ.นางลิน้จี ่แขวงทุ่งมหาเมฆ เขตสาธร กรุงเทพมหานคร 10120Thai Auto-Parts Manufacturers Association No.2, Nanglinchee Rd., Thungmahamak, Sathorn, Bangkok, Thailand 10120

Tel: +66 2288 9188, +66 2288-9187 Fax: +66 2288-9188 Email: [email protected] Website: www.thaiautoparts.or.th


Thailand Auto Parts Performance Jan - May 2020


2015 2016 2017 2018 2019 YTD-2019 (Jan-May YTD-2020 (Jan-May)Import 14,472.18 15,370.95 16,569.00 17,508.22 16,734.62 7,051.93 5,764.66Export 16,513.05 17,180.99 19,813.37 22,686.60 21,908.91 8,992.47 7,494.62%Import 3.81% 6.21% 7.79% 5.67% -4.41% -18.25%%Export -3.78% 4.04% 15.32% 14.50% -2.84% -16.66%

14,472.18

15,370.95 16,569.0017,508.22

16,734.62

7,051.935,764.66

16,513.0517,180.99

19,813.37

22,686.6021,908.91

8,992.47

7,494.62-16.66%

-20.00%0

5,000

10,000

15,000

20,000

25,000

Import

Export

%Import

%Export


Thailand Auto Parts Performance Jan - May 2020


• The total Export value is $ 867.96 millions (🔻🔻-53.13% from Y’2019 & -23.25 from Apr) ( From 1,851.90 & 1,130.85)

• The total Import value is $ 813.85 millions (🔻🔻-41.84% from Y’2019 & -22.63 from Apr) (From 1,399.23 & 1,051.88)

Thailand Auto Parts Performance Jan-May 2020: JA

N – The total Export value is $ 7,494.62 millions (🔻🔻-16.66% from Y’2019) from 8,992.47 The total Import value is $ 5,764.66 millions (🔻🔻-18.32% from Y’2019) from 7,057.93

The major markets for Export are

No 1 : U.S.A.

No 2 : JAPAN

No 3 : CHINA

No 4 : INDONESIA

No 5 : MALAYSIA

The major markets for Import are

No 1 : JAPAN

No 2 : CHINA

No 3 : U.S.A.

No 4 : GERMANY

No 5 : INDONESIA


Thailand Auto-Parts Export Performance Overview( January-May 2020 )


Jan-May 2020COVID-19 pandemic | Global supply chain disruption | Global economic recession

9,914.64

12,067.34 12,845.3713,456.92

12,870.1813,430.67

15,226.79

17,436.7216,618.42

6,703.34

5,494.09

0.00

2,000.00

4,000.00

6,000.00

8,000.00

10,000.00

12,000.00

14,000.00

16,000.00

18,000.00

20,000.00

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

20,000

2011 2012 2013 2014 2015 2016 2017 2018 2019 2019-5M 2020-5M

Transmission shafts and cranks

Spark-ignition reciprocating internalcombustion piston engines and partsthereofSafety glass and glass mirrors

Other parts and accessories ofr motorvechicles

Other parts and accessories for motormotorcycles

Ignition wiring and innertubes of rubber

Electrical equipment for spark-ignitioninternal combustion engines and partsthereofElectric accumulators and parts thereof

-4.69%

-18.04%


Domestic & CBU Export Production


0.41 0.51

2

0.55

0.35

0.1 0.

2

0.26

0.29 0.

4 0.52 0.

6 0.69

0.66

0.6

0.62

0.46 0.

76

0.73

1.52

1.34

0.75

0.71 0.75 0.

85 1.02

0.96

0.5

0.020.008 0.01

0.04

0.060.13

0.15 0.17 0.18 0.

23 0.33 0.

44

0.53 0.69 0.

77

0.53

0.89

0.73

1.02

1.12

1.13 1.2

1.19 1.

13

1.14

1.05

0.5

0.430.52 0.56

0.39

0.160.33

0.41 0.460.58

0.75

0.93

1.13 1.191.29

1.39

0.99

1.65

1.46

2.542.46

1.88 1.91 1.94 1.98

2.162.01

1

0.00

0.50

1.00

1.50

2.00

2.50

3.00

199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020

CBU Export Domestic

(Million Units)


419,799

47%230,846

43%

473,268

53%

303,582

57%

893,067

534,428

2019 2020

AccumulationJan-May [2019:2020]

Domestic Export Total

Domestic & Export Production of Jan - May 2020


71,123

47%

67,219

43%61,436

10,99820,070

85,143

53%

83,385

57% 85,376

13,713

35,965

156,266150,604 146,812

24,711

56,035

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecDomestic Export Total

(Units)

127%

40%

Total

36%

Export

45%

Domestic


Car Production of May 2020


179,595

183,071198,821

150,242

181,338172,878 170,847 166,361 169,474 152,787

154,088

134,208

156,266 150,604146,812

24,711

56,035

0

50,000

100,000

150,000

200,000

250,000

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

2019 2020

Forecast1,000,000

893,067

534,428

2019 2020

AccumulationJan-May [2019:2020]

40%53%

(Units)


E-Electrification / ICE banned policy

© www.thaiautoparts.or.th Page | 15Faculty of Engineering, Chulalongkorn University

www.eng.chula.ac.th

Source : Published announcement, National press

When ??

https://en.wikipedia.org/wiki/Phase-out_of_fossil_fuel_vehicles

More and more countries plan to phase out diesel and petrol cars

2025 2030 2032 2035 2040

Norway

Scotland United Kingdom

Netherlands

Austria

Germany

India

France

Slovenia

China

GreeceNew

ZealandSpain

Canada

USA

Italy

Ecuador

Denmark

SouthAfrica

Belgium

Iceland

Ireland

Norway

SingaporeSri Lanka

Sweden

Japan

SouthKorea


NEW AUTOMOTIVE SUPPLY CHAIN


Parts / Component

Supplier

Module / System Supplier

Vehicle Integration

Mobility Service Provider

Aftermarket Service Provider

Ramp- down Supplierof fading technologies

Tier 0.5

Direct ChannelAftersales

Data- basedService Provider

Car maker

Or

“White- label”Vehicle

Manufacturer

1 4 5 6 7

DigitalTechnologySpecialis t

Digital Module /Sys tem Integrator

2 3

E- drive and Battery specialis t

Autonomous /Connected/HMI Specialis t

Advance engineering and digital services / 8 software providers8


Set a new product champion


Cell production

Module / Packproduction

Performance andsafety testing

Used inspection

Dismantle

Repack / Reuse

Motorproduction


R&D

BMS

Camera

Actuator

Radar

Lidar

Tire production


R&D

Structure & bodyproduction


R&D

BATTERY MOTOR ELECTRONICS& SOFTWARE TIRE LIGHTWEIGHT

BODY WORK

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