BMI Malaysia Autos Report Q4 2011.pdf
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1、AUTOS RepORT Q4 2011 ISSN 1749-0030 published by Business Monitor International Ltd. MALAYSIA INCLUDES BMIS FORECASTS Business Monitor Int 85 Queen Victoria Street ernational London, EC4V 4AB UK Tel: +44 (0) 20 7248 0468 Fax: +44 (0) 20 7248 0467 Email: Web: http:/ 2011 Business Monitor Internatio
2、nal. All rights reserved. All information contained in this publication is copyrighted in the name of Business Monitor International, and as such no part of this publication may be reproduced, repackaged, redistributed, resold in whole or in any part, or used in any form or by any means graphic, ele
3、ctronic or mechanical, including photocopying, recording, taping, or by information storage or retrieval, or by any other means, without the express written consent of the publisher. DISCLAIMER All information contained in this publication has been researched and compiled from sources believed to be
4、 accurate and reliable at the time of publishing. However, in view of the natural scope for human and/or mechanical error, either at source or during production, Business Monitor International accepts no liability whatsoever for any loss or damage resulting from errors, inaccuracies or omissions aff
5、ecting any part of the publication. All information is provided without warranty, and Business Monitor International makes no representation of warranty of any kind as to the accuracy or completeness of any information hereto contained. MALAYSIA AUTOS REPORT Q4 2011 INCLUDES 5-YEAR INDUSTRY FORECAST
6、S TO 2015 Part of BMIs Industry Survey Source: ASEAN Automotive Federation Malaysia Autos Report Q4 2011 Business Monitor International Ltd Page 12 expect Malaysias motorcycle market to reach sales of 785,200 units, compared with just over 498,000 in 2010. The threat to the expansion of Indian brand
7、s, however, is the presence of existing major names in the Malaysian market. Both leading Japanese brands, Honda Motor and Yamaha are present in Malaysia and stepping up operations to meet increasing demand would be an option. Honda also has production facilities in nearby Thailand and could increas
8、e its exports from here. Moreover, the bigger brands have been preparing for the emergence of the cheaper Chinese and Indian brands with their product strategies. In October 2010, Honda revealed it is planning to launch its cheapest model yet in an attempt to boost sales in emerging markets (EMs), w
9、here it sees future sales growth outstripping that of developed states. The company said it sees low-cost Indian and Chinese brands as the major competition in these areas, which is supportive not only of BMIs view on EM growth over developed markets, but also of our view that EM brands will expand
10、globally. The CECA will create an environment for this view to play out further and shake up the competitive landscape. Partnerships To Facilitate EM Expansion Will Become A Priority PSA Peugeot Citron CEO Philippe Varin has hinted on an increased focus on EMs and cooperation with other industry pla
11、yers as two of its strategies for 2011. BMI points out that success of both of these strategies is crucial for PSA this year. At present the French carmaker relies on European markets for nearly two-third of its total sales, and it expects sales to remain roughly flat in 2011. The potential gains th
12、at PSA can bag from EMs are evident from the fact that despite a 5% decline in the European market, the company was able to post record sales of 3.19mn units in 2010 up an impressive 13% compared with 2009. BMI expects much of these gains to have come from the key Latin American Eyeing BRIC Growth P
13、assenger Car Sales By Markets: Historical Data And Forecast 2010 estimates. 2011-2015 forecast. Source: Anfavea, AEB, SIAM, CAMAI Malaysia Autos Report Q4 2011 Business Monitor International Ltd Page 13 and Asian markets where PSA has been successful in maintaining a strong presence. It currently st
14、ands as the fifth most popular carmaker with a 5.8% market share in Brazil, while occupying close to a 3.5% market share in China. Such are PSAs ambitions it expects to increase its market share nearly 20% and in China 10% and Latin America in the medium to long term as it chases a target of making
15、EMs account for nearly 50% of its total sales. PSAs focus on these markets is not unfounded. BMI expects average passenger car growth in excess of 17% y-o-y and 13% y-o-y respectively in China and India between 2011 and 2015, while we expect Brazil to grow nearly 8% on average during the same period
16、. However, the company still has a long way to go, given that it is currently working on laying the foundations in EMs before it can corner any significant gains. In October 2010, it established a regional production base in Malaysia with a view to expanding in the ASEAN region. Its partnership with
17、 Chinas Changan Automotive, meanwhile, in which it is calling for equal part JV is yet to be sealed. It already has a joint production venture called Dongfeng Motor Corporation in China. The company was looking to complete its second JV in the country by Q111. In India, PSA is still reviewing plans
18、for carrying out local production after initial proposals to construct a plant in Hyderabad were scrapped in 2009. PSAs strategy for Brazil has so far focussed on deploying a solid product plan, which Varin says has laid the groundwork for its future development in the region. Continuing with this,
19、it is looking to invest EUR530mn to develop new engines and new vehicles under the Peugeot and the Citron brands. It has made little progress in Russia, meanwhile. It is reportedly looking to begin exporting cars made by the Dongfeng Motor Corporation to the country this year. It has started produci
20、ng the Citron C-Crosser and Peugeot 4007 models at its Russian plant in Kaluga in collaboration with Mitsubishi Motors. However, the plant will not produce at full capacity until 2012. For growth in the other EM markets PSA is pinning its hopes on the roll out a new core range, designed to cater to
21、demand in EMs in Africa and the Middle East, where it is hoping to tap into growing income levels and blossoming middle classes. Malaysia Autos Report Q4 2011 Business Monitor International Ltd Page 14 Asia Pacific Regional Overview Supplier View Plays Out As Hyundai Mobis Wins US$233mn Japanese Ord
22、er BMIs view that South Korean suppliers stand to benefit from disruption to the Japanese supply chain has been supported by the news that Hyundai Mobis has won its first orders from Japanese carmakers, worth a combined total of US$233mn. South Koreas largest component supplier will provide vehicle
23、lamps to Mitsubishi Motors and Subaru. The two contracts will be a considerable boost to the companys overseas strategy. Hyundai Mobis will supply headlamps worth US$200mn to Mitsubishi and rear lamps worth US$33mn to Subaru. The orders will start from H211, a time when the majority of Japanese carm
24、akers will be looking to return to their normal levels of vehicle production. However, the supply chain will be a key factor in achieving this (see One Suppliers Crisis Is Anothers Opportunity, March 23 2011). Turning to South Korean suppliers is not a surprise move by Japanese carmakers. Hyundai Mo
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