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
Information Classification: General
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
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
%
Information Classification: General
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
Information Classification: General
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
Information Classification: General
Production Statistic Range 2018 – 2020 (Million Vehicles)
© www.thaiautoparts.or.th Page | 5
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
Millions UnitYEAR 2019
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
Millions UnitYEAR 2020
534,428 Unit 10th
YTD -73.46%
Information Classification: General
“Global supply chain and posing another
challenge for Automotive Industry”
0 8 / 0 7 / 20 20
Information Classification: General
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
Information Classification: General
Thailand Auto Parts Performance Jan - May 2020
© www.thaiautoparts.or.th Page | 8
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
Information Classification: General
Thailand Auto Parts Performance Jan - May 2020
© www.thaiautoparts.or.th Page | 9
• 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
Information Classification: General
Thailand Auto-Parts Export Performance Overview( January-May 2020 )
© www.thaiautoparts.or.th Page | 10
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%
Information Classification: General
Domestic & CBU Export Production
© www.thaiautoparts.or.th Page | 12
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)
Information Classification: General
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
© www.thaiautoparts.or.th Page | 13
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
Information Classification: General
Car Production of May 2020
© www.thaiautoparts.or.th Page | 14
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)
Information Classification: General
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
Information Classification: General
NEW AUTOMOTIVE SUPPLY CHAIN
© www.thaiautoparts.or.th Page | 16
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
Information Classification: General
Set a new product champion
© www.thaiautoparts.or.th Page | 17
Cell production
Module / Packproduction
Performance andsafety testing
Used inspection
Dismantle
Repack / Reuse
Motorproduction
Performance andsafety testing
R&D
BMS
Camera
Actuator
Radar
Lidar
Tire production
Performance andsafety testing
R&D
Structure & bodyproduction
Performance andsafety testing
R&D
BATTERY MOTOR ELECTRONICS& SOFTWARE TIRE LIGHTWEIGHT
BODY WORK
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