Presentación de PowerPoint - Sindipecas...Presentación de PowerPoint Author Soporte Tecnico...
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Transcript of Presentación de PowerPoint - Sindipecas...Presentación de PowerPoint Author Soporte Tecnico...
22
About us
We represent auto partsmanufacturers before: theauthorities (with specialemphasis on the federalgovernment), the automotiveunion, academia and society,in order to promote thegrowth and development ofthe auto parts industry inMexico
Mill
ion
Un
its
Source: IHS Markit
Perspectives of the Automotive Sector
3
Production of Vehicles in the World, 1997-2025
Others
Other Asians
South America
India
Eastern Europe
China
Mexico
Japan and South Korea
Western Europe
U.S. and Canada
201796 M -23%
202074 M
80 % 39 %
88%
4%
17%
46%
75%
55%
16%
82%
80%
16%
84%
80%
China
USA
Japan
Germany
Korea
India
Mexico
Brazil
Spain
Canada
United Kingdom
Czech Republic
0 5 10 15 20 25 30 35
Domestic
Exports
Source: INA with information from Automotive News, Marklines 4
Perspectives of the Automotive Sector
Million Units
Production Export
6º 4º
World Ranking
Production & Export/Domestic Market Ratio, 2020
2Q 3Q 4QMillions ofunits Forecast
Forecast
Forecast
Source: INA with information from IHS Markit, Automotive News, INEGI
ForecastForecast
5
1QForecast
North America Light Vehicle Production Forecasts, 2021-2023 Perspectives of the Automotive Sector
2021
2022 2023
2020Real
2021
2021
4.11
3.89
4.22
1.56
3.99
4.04
3.98
3.85
16.29
13.34
16.71 16.61
NorthAmerica
SouthAmerica
Europe
Africa
Asia
6
Strategic Geographic Location Perspectives of the Automotive Sector
7
North America
Mexico
EuropeEast
Turkey China
KoreaJapan
Malaysia
PhilippinesMorocco
TunisiaVietnam
Thailand
Europe
Low cost countries
3Maintain, protect, review and improve existing free trade agreements in the automotive aspect
Regions of the automotive producers in the world
8
Cost of Manufacturing Operation, 2019Emerging Countries (including benefits)
Perspectives of the Automotive Sector
that supply and support the OEM with regional content.
In Mexico there are approximately
600
9
900
T1+T2+Tn Suppliers Perspectives of the Automotive Sector
Tier n’s
Tier ones
10
Foreign Auto Parts Manufacturers Located in Mexico
Origin of the auto parts manufacturers located in Mexico
Example of auto parts manufacturers in Mexico
17%
10%
9%
The location of the world leading auto parts manufacturers, strengthens the
Mexican production chain.
Perspectives of the Auto Parts
Sector
Other
34%
18%17%
11%
10%
9%
2%
2%
11
Production of Auto Parts by Country, 2020Perspectives of the Auto Parts
Sector
78 billion dollars
China Japan India Brazil
UnitedStates
South Korea
Canada Italy
Source: INA with information from INEGI, includes auto parts that are considered in other branches of the NAICS code
Thailand
0
Bill
ion
Do
llars
100
300
500
Mexico
Germany
Mexico is the 5th producer of auto parts in the world
with:
Historical and Forecast of Auto Parts Production in MexicoPerspectives of the Auto Parts
Sector
Source: INA with information from INEGI, includes auto parts that are considered in other branches of the NAICS code ( 2008 – 2020 ).Forecasts 2021 - 2026 based on data from IHS Markit
Bill
ion
Do
llars
100+1
78
97+198
49
0
20
40
60
80
100
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Forecast
2021 2022 2023 2024 2025 2026
99+2 98+4 99+6 99+7120
Equivalent new regional content rules based on the USMCA
+ 100 %
(Million Dollars)
Mexican Exports & Imports of Auto Parts by Country, 2020
Total 100% Total 100%
13
Total Production: 78,439
United States
Canada
Brazil
China
Japan
Germany
Others
Trade Balance
Country Exports Country Imports
United States
China
Japan
South Korea
Germany
Canada
Others
Share(%)
Share(%)
Source: INA with information from IHS Markit
Perspectives of the Auto Parts
Sector
55,898 86.2%
2,528 3.9%
1,101 1.7%
972 1.5%
648 1.0%
519 0.8%
3,148 4.9%
64,814
+ 20,562
21,822
6,417
2,744
2,478
2,390
1,593
6,808
44,252
49.3%
14.5%
6.2%
5.6%
5.4%
3.6%
15.4%
14
History of Automotive Exports of Mexico to United States
Source: INA with information from IHS Markit*2021 Forecast
Mill
ion
so
fd
olla
rs
Auto Parts( 472 ITEMS )
Heavy Vehicles( 23 ITEMS )
Light Vehicles( 24 ITEMS )
*
70,321
55,898
68,633
57,941
68,87465,24963,51261,458
58,440
52,032
46,703
40,99943,959
49,03053,230
48,36041,64840,301
37,50534,625
28,07724,655
9,8168,97513,49511,8498,9897,492
11,0869,9996,9206,3396,020
Perspectives of the Auto Parts
Sector
(Million Dollars)
15
Auto Parts
Air bags and its parts
Total
11.1%
6.9%
6.0%
5.7%
5.4%
4.4%
3.4%
3.1%
2.8%
Share(%)
100%
Devices for air conditioner 2.7%
Main Auto Parts Exported by Mexico, 2020Perspectives of the Auto Parts
Sector
Source: INA with information from IHS Markit
Harnesses and cables
Gearboxes and its parts
Stamped parts and accessories of bodies
Differential axles and its parts
Brake mechanisms
Apparatus for lighting or visual signaling
Seats for vehicles and its parts
Engines and its parts
2020
7,194
4,472
3,889
3,694
3,500
2,852
2,204
2,009
1,815
64,814
1,750
16
Supply Chain
T1
T2
T3
OEM
T1
T2
T3
OEM
Materias primas
Developed Country Mexico
GM FCA Ford Nissan
VW BMW Mazda etc.
Bosch Magna JCI
Lear Nemak etc.
Manufacturing Process
Raw Material
Tool Makers
FDI MexicanSupplierLinking
More SupplierLinking
MexicanSupplierLinking
FoeringDirect
Investment
Perspectives of the Auto Parts
Sector
17
Light Vehicles and Pick Ups
NAFTA 1.0
USMCANAFTA 2.0
Just one rule RVC = 62.5%.
FOUR RULES1. RVC = 75%2. 70% steel and aluminum content from NAFTA3. 40% cost in salary region of $ 16 dlls / hour (U.S. and
Canada)4. Incorporation of the NAFTA Core Parts
3Maintain, protect, review and improve existing free trade agreements in the automotive aspect
Maintain, protect, review and improve existing free trade agreements in the automotive aspect
Light vehicles
Heavy vehicles
Auto parts
USMCA (Mexico, United States and Canada)
ACE 55 Mexico - Brazil
Mexico – Colombia (Pacific alliance)
Light vehicles
Heavy vehicles
Auto parts
40%
Light vehicles
Heavy vehicles
Auto parts
35%
• 75%• 70%• 65, 70 y 75%
WTO Tariffs
• 2.5%• Until 25%• 2.2% Average
RVC
Until
Until
Main commercial partners of Mexico in the Automotive Sector
35%
35%
19
Santa Fe /_Cuautitlan_
Automotive
HC:1,400
Toluca
MX Automotive
HC: 700
Toluca
MX Automotive
HC: 440$21 mils
MexicoCity__
Automotive
HC: 400
$9.6 mils
PueblaPUE
Automotive HC: 800
MexicaliBC__
Automotive
HC: NA
$10 mils
Mexicali__BC__
Aeronautics
HC: 350
$35 mils
JuarezCHI
Automotive
HC: 300
MonterreyNL
Energy
HC: 140
$23 mils
QueretaroQRO
Energy
HC: 500
$50 mils
QueretaroQRO
Aeronautics
HC: 100
QueretaroQRO
Aeronautics
HC:2,200
$20 mils
GuadalajaraJAL
Automotive HC: 1,700$22 mils
GuadalajaraJAL
Automotive
HC: 400
$1.1 mils
GuadalajaraJAL
Automotive
HC: 125
$70 mils
QueretaroQRO
Automotive
HC: 40
$15 mils
QueretaroQRO
Automotive HC: 150
QueretaroQRO
Automotive HC: 1,100$32 mils
San LuisSLP
Automotive
HC: 25
JuarezCHI
Automotive
HC: 1,900
QueretaroQRO
Automotive
HC:360
$12 mils
ChihuahuaCHI
Automotive
HC: 200
San LuisSLP
Automotive
HC: 250
ChihuahuaCHI
Automotive
HC: 100
MexicoCity
Technology
HC: 800
+4 Centers
HC: 600
QueretaroQRO
Automotive
HC: 600
26 CENTERS
15,680 Engineers
9Create a global competitive tax incentives for development and research in the automotive industry
Examples of EngineeringCenters
Next opportunities for Mexican Automotive
Industry
21
1. Increase for new “Rules of Origen” into Northamerica región for auto and autoparts
2. Trade dispute against USA with Asia countries.
3. Looking for more cost reductions from OEM´s to T1´s
Last PointsOpportunities to get more “Foreing Direct Investment” in Mexico
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1. Country competitivness.Low cost energyLabor peaceFiscal incentives to investmentSecurity
2.Foreing promotion.More offices at different countries to promote Mexico.
3.Better technical education.The industry is in continues improvment and the education has to be at tthe same speed.
Last PointsWhat we have to do ?
INA Industria Nacional de Autopartes A.C.
@inaoficialmx
Industria Nacional de Autopartes, A.C.
INA Industria Nacional de Autopartes A.C.
Oscar AlbinExecutive President
Thank You
