Latin america light vehicle outlook

1,539 views

Published on

Exposición de Guido Vildozo Méndez, con con motivo de la Reunión Nacional de Concesionarios de ACARA, viernes 17 de Junio, Salón Ceibo del Predio Ferial “La Rural”.

Exposición Ventas globales y tendencia (con impacto al evento en Japón)
Ventas regionales (flujo de vehículos entre Brasil, Argentina y México)
Tendencias de los mercados (Brasil - Argentina) para los próximos 10 años

Published in: Automotive, Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,539
On SlideShare
0
From Embeds
0
Number of Embeds
191
Actions
Shares
0
Downloads
12
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Latin america light vehicle outlook

  1. 1. Latin America—Light Vehicle Outlook Guido Vildozo Manager, Latin America Junio 17, 2011
  2. 2. Agenda• Economia Global• Perspectiva Regional• Brazil• Mexico• Argentina• Resumen Copyright © 2010 IHS Inc. All Rights Reserved.
  3. 3. La Recuperacion Global Desacelera (Percent change) 10 5 0 -5-10 1974 1979 1984 1989 1994 1999 2004 2009 2014 Real GDP Industrial ProductionCopyright © 2010 IHS Inc. All Rights Reserved.
  4. 4. Los Mercados Emergentes Lideran laExpansion Global (Real GDP, percent change) 10 8 6 4 2 0 -2 -4 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 World Advanced Countries Emerging MarketsCopyright © 2010 IHS Inc. All Rights Reserved.
  5. 5. Precios de Materiales Industriales (IHS Global Insight indexes, 2002:1=1)6543210 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 All Materials Chemicals Nonferrous MetalsCopyright © 2010 IHS Inc. All Rights Reserved. 5
  6. 6. Consumo Chino de Commodities (Percent of total world consumption) Cement Iron Ore Coal Pigs Steel Lead ZincAluminum Copper Eggs Nickel RiceSoybeans Wheat Chickens PPP Oil Cattle GDP 0 10 20 30 40 50 60Source: Barclays Capital (2010), Credit Suisse (2010), Goldman Sachs, US Geological Survey (2009), BP Statistical Reviewof World Energy (2009), Food and Agriculture Organization of the United Nation (2008), IMF (2010) Copyright © 2010 IHS Inc. All Rights Reserved.
  7. 7. Ventas Globales 100 15% Global Change 90 Year-Over-Year Change 80 10% Sales in Millions 70 60 5% Year Change 50 40 0% 30 20 -5% 10 0 -10% 2008 2009 2010 Apr Apr 2011 2011 2012 2013 2014 2011 YTD• Las ventas globales en los primeros 4 meses del ano crecieron 5.4% sobre el 2010. Vemos ya una desaceleracion apartir del mes de Marzo con 2.6% de crecimiento annual y 1.8% para el mes de Abril.• Anticipamos 76 millones para este ano, un 5.5% de crecimiento comparado al 2010. Esto despues de reducir 600,000 unidades reflejando el impacto de Japon.Copyright © 2010 IHS Inc. All Rights Reserved.
  8. 8. Ventas Globales 2011 76.1 78 428,000 Million 1.72 652,000 282,000 119,000 245,000 1.2 Million -118,000 74 72.2 Million -610,000Sales in Millions Million 70 +5.5% 66 64 Million 62 58 2009 2010 North Greater South South Japan/ Middle Others Central/ West 2011 America China Asia America Korea East/ East Europe Africa EuropeCopyright © 2010 IHS Inc. All Rights Reserved.
  9. 9. Produccion Global 100 30% Global Change 90 25% Year-Over-Year Change Production in Millions 80 20% 70 15% 60 10% Year Change 50 5% 40 0% 30 20 -5% 10 -10% 0 -15% 2008 2009 2010 Apr Apr 2011 2Q 2011 2012 2013 2014 2011 YTD 2011• Los desastres naturales en Japon durante el mes de Marzo han impactado los volumenes de produccion del mes de Abril. Solo Japon registro una caida del 70% contra el 2010. El impacto seria mayor de no ser por el solido performance de MERCOSUR y China.Copyright © 2010 IHS Inc. All Rights Reserved.
  10. 10. Impacto en produccion Global en pronostico de Junio comparado a Marzo actualizado al 26 de Mayo, 2011 (000‘s) Total—All OEMs 1Q2011 2Q2011 3Q2011 4Q2011 1Q2012 2Q2012 3Q2012 Foregone VolumeJapan (488) (1,106) (463) 2 400 632 492 530Korea 0 (11) 1 10 0 0 0 0China (1) (339) 0 90 148 35 0 67SE Asia (3) (277) (49) 129 201 0 0 0NA (11) (456) (41) 82 225 163 0 37Europe (16) (215) (36) 104 153 12 0 0Other (1) (26) (22) 13 34 0 0 0Total LV (518) (2,430) (610) 430 1,161 842 492 635 Negative volumes are lost production Positive volumes are recovered production Foregone volume due to demand destruction and lost Japan OEM market share Copyright © 2010 IHS Inc. All Rights Reserved.
  11. 11. Perspectiva RegionalCopyright © 2010 IHS Inc. All Rights Reserved.
  12. 12. America Latina –PIB 1991 1996 2001 2006 2011 2016 2021 - - - - - - -Country/Five-year period 95 00 05 10 15 20 25Argentina 6.0 2.6 2.0 6.6 4.4 4.0 3.8Brazil 3.1 2.0 2.8 4.4 5.2 4.9 4.7Chile 8.7 4.2 4.2 3.3 5.1 5.0 4.8Colombia 4.6 0.9 3.6 4.2 4.3 4.7 4.5Costa Rica 5.5 4.9 4.1 4.5 3.7 3.5 3.4Ecuador 3.4 0.4 5.2 3.3 1.9 3.1 2.5Mexico 1.8 5.4 1.5 1.8 3.8 3.9 3.8Peru 5.5 2.5 4.2 7.2 5.7 5.1 4.6Uruguay 3.9 2.2 0.2 6.3 4.0 3.3 3.3Venezuela 3.4 0.7 2.5 3.4 3.2 3.9 3.4Latin America & Caribbean 3.4 3.0 2.3 3.7 4.5 4.3 4.2 Copyright © 2010 IHS Inc. All Rights Reserved.
  13. 13. America Latina –Poblacion 1991- 2006- 2011- 2021-(Millions of persons) 95 10 15 25Argentina 33.9 39.9 41.8 45.3Brazil 156.9 191.9 200.0 212.0Chile 13.9 16.8 17.6 18.9Colombia 35.2 45.0 48.2 53.9Costa Rica 3.3 4.5 4.8 5.4Ecuador 11.0 13.5 14.3 15.8Mexico 87.2 108.5 113.6 121.9Peru 23.1 28.8 30.5 33.9Uruguay 3.2 3.4 3.4 3.5Venezuela 21.3 28.3 30.6 34.7Latin America & Caribbean 465.0 575.7 606.4 659.7 Copyright © 2010 IHS Inc. All Rights Reserved.
  14. 14. Venta Regional por Pais -Volumen 10,0 10,0Millones 9,0 9,0 VEN URY 8,0 8,0 PER 7,0 7,0 PAY 6,0 6,0 ECU COL 5,0 5,0 CHL 4,0 4,0 BRA BOL 3,0 3,0 ARG 2,0 2,0 OPTIMISTIC 1,0 1,0 PESSIMISTIC 0,0 0,0 Copyright © 2010 IHS Inc. All Rights Reserved. 14
  15. 15. Produccion Regional por Pais -Volumen 9,0 9,0Millones 8,0 8,0 VEN 7,0 7,0 URY 6,0 6,0 PER ECU 5,0 5,0 COL CHL 4,0 4,0 BRA 3,0 3,0 ARG OPTIMISTIC 2,0 2,0 PESSIMISTIC 1,0 1,0 0,0 0,0 Copyright © 2010 IHS Inc. All Rights Reserved. 15
  16. 16. BrazilCopyright © 2010 IHS Inc. All Rights Reserved.
  17. 17. Sumario Economico Brazil Real GDP Growth (%) Consumer Price Inflation (%) 8 7 6 6 4 5 2 0 4 -2 3 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014 Exchange Rate per USD* Current Account Balance** 3.0 20 0 2.5 -20 2.0 -40 1.5 -60 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014*Annual average, **Billions of US dollarsCopyright © 2010 IHS Inc. All Rights Reserved.
  18. 18. PIB/Capita (US $ ,000)3025201510 5 0 1990 1995 2000 2005 2010 2015 2020 GDP per Capita Copyright © 2010 IHS Inc. All Rights Reserved. 18
  19. 19. Cambio Monetario (LCU/US$)4,03,53,02,52,01,51,00,50,0 1990 1995 2000 2005 2010 2015 2020 R$/US$ Copyright © 2010 IHS Inc. All Rights Reserved. 19
  20. 20. SELIC – Tasas a Corto Plazo (Percent)60,050,040,030,020,010,0 0,0 1990 1995 2000 2005 2010 2015 2020 SELIC Copyright © 2010 IHS Inc. All Rights Reserved. 20
  21. 21. Tasa de Desempleo (Percent)14,012,010,0 8,0 6,0 4,0 2,0 0,0 1990 1995 2000 2005 2010 2015 2020 Unemployment Rate Copyright © 2010 IHS Inc. All Rights Reserved. 21
  22. 22. Ventas – Promedio Mensual vs Indice de Empleo350 Thousand Units 110300 Employment remains 100 favourable250 90200 80150 70100 50 60 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 LV Sales (left scale) Employment Index (right scale) Copyright © 2010 IHS Inc. All Rights Reserved. 22
  23. 23. Ventas – Promedio Mensual vs Tasas de Financiamiento350 Thousand Units Percent 20 Financing is a major driver, rates uncertain 25300 30250 35200 40 45150 50100 55 50 60 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 LV Sales (left scale) APR Financing (right scale) Copyright © 2010 IHS Inc. All Rights Reserved. 23
  24. 24. Impacto Historico de Empleo,Poblacion/Demografia y Tasas deFinanciamiento en Brazil 15.2 14.8 14.4 .3 14.0 .2 13.6 .1 .0 13.2 -.1 -.2 -.3 90 92 94 96 98 00 02 04 06 08 Residual Actual FittedCopyright © 2010 IHS Inc. All Rights Reserved. 24
  25. 25. Perspectivas del Mercado Brasilero Futuro promisorio gracias a credito y precios mas bajos8,0 Million Units 8,07,0 7,06,0 6,05,0 5,04,0 4,03,0 3,02,0 2,01,0 1,00,0 0,0 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Current Base Pessimistic (20%) Optimistic (20%) Copyright © 2010 IHS Inc. All Rights Reserved. 25
  26. 26. Parque Automotor/Densidad Million Units Units per ‘00070,00 300,060,00 250,050,00 200,040,00 150,030,00 100,020,0010,00 50,0 0,00 0,0 Volume - L Market Share - R Copyright © 2010 IHS Inc. All Rights Reserved.
  27. 27. Market Share de Vehiculos Ligeros Percentage100%90%80%70%60%50% Big four continue to loose40%30%20%10% 0% 2005 2007 2009 2011 2013 2015 2017 2019 OTHER CHERY NISSAN MITSUBISHI TOYOTA RENAULT HYUNDAI HONDA PSA FORD GM VW GROUP FIAT GROUP Copyright © 2010 IHS Inc. All Rights Reserved.
  28. 28. Inversion de la Industria Automotriz6000 US$ Millions50004000300020001000 0 Investment OEMs Investment Suppliers Copyright © 2010 IHS Inc. All Rights Reserved.
  29. 29. Produccion: Inversiones Para Atender Demanda de los proximos Diez Anos7,50 Million Units6,50 • 5 MM para el 2015 • Cuatro plantas nuevas: Hyundai, Toyota, Chery,5,50 Fiat4,503,502,501,500,50 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Light Vehicle Production Capacity OPTIMISTIC PESSIMISTIC Copyright © 2010 IHS Inc. All Rights Reserved. 29
  30. 30. Perfil de Nuevos Productos (Regionales) 2009 2010 2011 2012 2013 2014 Sienna, Weekend, Fiat Strada 4 Uno, Bravo Palio Strada City Car (Topolino) Uno, Punto, Linea Up, Saveiro, VW Saveiro, Fox Amarok Gol, Voyage, Fox Parati/Polo SUV Polo (Mex) S-10; Blazer; Aveo, GM Agile Montana Cruze GSV MPV, Spark Sedan Agile Spark Fiesta, Fiesta 299 Ecosport, Fiesta Ranger; Focus Ford (MEX) HBA 299 Courier Drop Ka Hoggar, C3 PSA Picasso; 408 308 C3, 208 208 PUP EM CARRenault Fluence Duster; Kangoo Micra from MEX? Sandero LoganToyota Etios Corolla Hilux, Hilux SW4Honda City Civic Brio Fit, City Copyright © 2010 IHS Inc. All Rights Reserved. 30
  31. 31. Brazil ScorecardPositivo: Riesgos:• Estabilidad Economica • Capacidad Ociosa en plantas • Falta de Capacidad del Sector• Inversion Directa Extranjera Autopartista• Empleo • Infraestructura Ineficiente• Financiamiento • Cambio de Moneda (Exportaciones) • Rentabilidad/Lucratividad • Precio de Vehiculos Nuevos • Hasta 84 Meses • Riesgo de Credito Privado/PIB • Reduccion de Tasas • Crecimiento Salarial vs Inflacion • Congestion Vehicular• Cambio de Moneda (Importados) • Dependencia en commodities• Apoyo Gubernamental a la Industria• PIB per Capita• Baja Densidad de Motorizacion• Producto Nuevo• Inversion de la Industria Copyright © 2010 IHS Inc. All Rights Reserved. 31
  32. 32. MexicoCopyright © 2010 IHS Inc. All Rights Reserved.
  33. 33. Sumario Economico Mexico Real GDP Growth (%) Consumer Price Inflation (%) 10 5.5 5 5.0 0 4.5 -5 4.0 -10 3.5 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014 Exchange Rate per USD* Current Account Balance** 14 0 13 -5 12 -10 11 -15 10 -20 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014*Annual average, **Billions of US dollarsCopyright © 2010 IHS Inc. All Rights Reserved.
  34. 34. PIB/Capita (US $ ,000)201816141210 8 6 4 2 0 1990 1995 2000 2005 2010 2015 2020 GDP per Capita Copyright © 2010 IHS Inc. All Rights Reserved. 34
  35. 35. Cambio Monetario (LCU/US$)16,014,012,010,0 8,0 6,0 4,0 2,0 0,0 1990 1995 2000 2005 2010 2015 2020 MP$/US$ Copyright © 2010 IHS Inc. All Rights Reserved. 35
  36. 36. CETES – Tasas a Corto Plazo (Percent)60,050,040,030,020,010,0 0,0 1990 1995 2000 2005 2010 2015 2020 CETES Copyright © 2010 IHS Inc. All Rights Reserved. 36
  37. 37. Tasa de Desempleo (Percent)6,05,04,03,02,01,00,0 1990 1995 2000 2005 2010 2015 2020 Unemployment Rate Copyright © 2010 IHS Inc. All Rights Reserved. 37
  38. 38. Ventas — Promedio Mensual vs. Fondos Para Creditos Durables Billion Pesos1200 Thousand Units 100,001150 90,001100 80,00 Credit is limiting momentum1050 70,001000 60,00 950 50,00 900 40,00 850 30,00 800 20,00 750 10,00 700 0,00 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 LV Sales (left scale) Credit Durable Goods Copyright © 2010 IHS Inc. All Rights Reserved. 38
  39. 39. Ventas — Promedio Mensual vs. Indice de Confianza del Consumidor1200 Thousand Units Index 1201100 1101000 100 900 90 800 80 700 70 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 LV Sales (left scale) Consumer Confidence Copyright © 2010 IHS Inc. All Rights Reserved. 39
  40. 40. Perspectivas del Mercado Mexicano Units1,400,000 Used car imports and credit availability limit growth 30%1,300,0001,200,000 20%1,100,000 10%1,000,000 0% 900,000 -10% 800,000 700,000 -20% 600,000 -30% 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Light Veh -L Annual Change -R Copyright © 2010 IHS Inc. All Rights Reserved. 40
  41. 41. Market Share de Vehiculos Ligeros Millions100%90%80%70%60%50%40%30%20%10% 0% 2005 2007 2009 2011 2013 2015 2017 2019 OTHER SUZUKI MITSUBISHI DAIMLER AG RENAULT MAZDA HONDA TOYOTA CHRYSLER LLC FORD VW GROUP GM NISSAN Copyright © 2010 IHS Inc. All Rights Reserved.
  42. 42. Perfil de Nuevos Productos 2010 2011 2012 2013 2014 2015 C2 Drop, Entry Silverado, Sierra, Captiva, SRX, GM Sonic, 9-4 CUV Granite Anthem, 9-4 VW Jetta Beetle Beetle Cabrio Polo MQB Jetta MQB Sentra, Note,Nissan Micra/Tiida NV200 Frontier Ford Fiesta Fusion, MKZ B-CUV FiestaChrysler 500 Freemont Ram Van B-CUV JourneyToyota Tacoma YarisHonda CR-VHyundai Accent Copyright © 2010 IHS Inc. All Rights Reserved. 42
  43. 43. ArgentinaCopyright © 2010 IHS Inc. All Rights Reserved.
  44. 44. Sumario Economico Argentina Real GDP Growth (%) Consumer Price Inflation (%) 10 15 8 6 10 4 5 2 0 0 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014 Exchange Rate per USD* Current Account Balance** 5.0 15 4.5 10 4.0 5 3.5 3.0 0 2.5 -5 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014*Annual average, **Billions of US dollarsCopyright © 2010 IHS Inc. All Rights Reserved.
  45. 45. PIB/Capita (US $ ,000)1816141210 8 6 4 2 0 1990 1995 2000 2005 2010 2015 2020 GDP per Capita Copyright © 2010 IHS Inc. All Rights Reserved. 45
  46. 46. Cambio Monetario (LCU/US$)7,06,05,04,03,02,01,00,0 1990 1995 2000 2005 2010 2015 2020 AP$/US$ Copyright © 2010 IHS Inc. All Rights Reserved. 46
  47. 47. Inflacion (Percent)30,025,020,015,010,0 5,0 0,0-5,0 1990 1995 2000 2005 2010 2015 2020 CPI Copyright © 2010 IHS Inc. All Rights Reserved. 47
  48. 48. Balanza Comercial (US $ Billion)20,015,010,0 5,0 0,0 -5,0-10,0 1990 1995 2000 2005 2010 2015 2020 Trade Balance Copyright © 2010 IHS Inc. All Rights Reserved. 48
  49. 49. Ventas: Promedio Mensual vs Indice de Confianza del Consumidor Thousand Units Percent90 70 6575 6060 5545 50 4530 4015 Consumer sentiment is recovering… so are sales 35 0 30 2003 2004 2005 2006 2007 2008 2009 2010 2011 LV Sales (left scale) Consumer Sentiment (right scale) Copyright © 2010 IHS Inc. All Rights Reserved. 49
  50. 50. Ventas: Promedio Mensual vs Exportaciones Thousand Units Billion US $90 875 7 660 545 430 315 Exports impact economic momentum immediately 2 0 1 2003 2004 2005 2006 2007 2008 2009 2010 2011 LV Sales (left scale) Exports (Right) Copyright © 2010 IHS Inc. All Rights Reserved. 50
  51. 51. Mejores Inidicadores son CrecimientoEconomico, Poblacion/Demografia y BalanzaComercial 13.5 13.0 12.5 .6 .4 12.0 .2 11.5 .0 11.0 -.2 -.4 -.6 -.8 1992 1994 1996 1998 2000 2002 2004 2006 2008 Residual Actual FittedCopyright © 2010 IHS Inc. All Rights Reserved. 51
  52. 52. Perspectivas del Mercado Argentino Escenario positivo basado en exportaciones y credito1,6 Million Units 1,61,4 1,41,2 1,21,0 1,00,8 0,80,6 0,60,4 0,40,2 0,20,0 0,0 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Current Base Pessimistic (20%) Optimistic (20%) Copyright © 2010 IHS Inc. All Rights Reserved. 52
  53. 53. Parque Automotor/Densidad Million Units Units per ‘00018,00 400,016,00 350,014,00 300,012,00 250,010,00 200,0 8,00 150,0 6,00 4,00 100,0 2,00 50,0 0,00 0,0 Volume - L Market Share - R Copyright © 2010 IHS Inc. All Rights Reserved.
  54. 54. Market Share de Vehiculos Ligeros Percentage100%90%80%70%60%50%40%30%20%10% Asians evolve 0% 2005 2007 2009 2011 2013 2015 2017 2019 OTHER DAIMLER AG CHERY HYUNDAI NISSAN HONDA TOYOTA FORD RENAULT FIAT GROUP GM PSA VW GROUP Copyright © 2010 IHS Inc. All Rights Reserved.
  55. 55. Comportamiento de Segmentos para Carros Pasajeros Percentage100%90%80%70%60%50%40% No news is good news30%20%10% 0% 2005 2007 2009 2011 2013 2015 2017 2019 N/K MPV-C MPV-B F1 E2 E1 D2 D1 C2 C1 B A Copyright © 2010 IHS Inc. All Rights Reserved.
  56. 56. Comportamiento de Segmentos para Comerciales Ligeros Percentage100%90%80%70%60%50% SUV-C is a segment buster40%30%20%10% 0% 2005 2007 2009 2011 2013 2015 2017 2019 SUV-E SUV-D SUV-C SUV-B PUP-D PUP-C PUP-B N/K MVAN MPV-D MIC CDV Copyright © 2010 IHS Inc. All Rights Reserved.
  57. 57. Produccion: Inversiones que Complementan el Crecimiento de MERCOSUR1,60 Million Units1,40 • Capacity is 1 million • Honda has only new1,20 plant (Campana)1,000,800,600,400,200,00 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 Light Vehicle Production Capacity OPTIMISTIC PESSIMISTIC Copyright © 2010 IHS Inc. All Rights Reserved. 57
  58. 58. Ventas de Vehiculos por Segmento e Origen 2010 2010 Local Imp. Total Local Imp. Total A-Segment Car 0 16,890 16,890 B-Segment Car 129,449 203,833 333,282 A-Segment LCV 0 0 0 B-Segment LCV 0 7,562 7,562 A-Segment MPV 0 0 0 B-Segment MPV 0 9,291 9,291 A-Segment Pickup 0 0 0 B-Segment Pickup 0 7,858 7,858 A-Segment SUV 0 0 0 B-Segment SUV 0 21,596 21,596 TOTAL 0 16,890 16,890 TOTAL 129,449 250,140 379,589 % 0.0% 100.0% % 34.1% 65.9% Segmento A Segmento B 2010 2010 Local Imp. Total Local Imp. Total C-Segment Car 31,812 61,342 93,154 D-Segment Car 13 10,546 10,559 C-Segment LCV 28,807 0 28,807 D-Segment LCV 0 214 214 C-Segment MPV 2,098 12,483 14,581 D-Segment MPV 0 4,302 4,302 C-Segment Pickup 0 0 0 D-Segment Pickup 0 0 0 C-Segment SUV 0 13,829 13,829 D-Segment SUV 0 7,627 7,627 TOTAL 62,717 87,654 150,371 TOTAL 13 22,689 22,702 % 41.7% 58.3% % 0.1% 99.9% Segmento C Segmento DCopyright © 2010 IHS Inc. All Rights Reserved. 58
  59. 59. Ventas de Vehiculos por Segmento e Origen 2010 2010 Local Imp. Total Local Imp. Total CompactFF Car 0 0 0 FullSizeFF Car 0 0 0 CompactFF LCV 0 2,077 2,077 FullSizeFF LCV 3,105 4,063 7,168 CompactFF MPV 0 0 0 FullSizeFF MPV 0 0 0 CompactFF Pickup 38,232 12,379 50,611 FullSizeFF Pickup 0 2,581 2,581 CompactFF SUV 2,017 789 2,806 FullSizeFF SUV 0 0 0 TOTAL 40,249 15,245 55,494 TOTAL 3,105 6,644 9,749 % 72.5% 27.5% % 31.8% 68.2% Compact BOF Fullsize BOFCopyright © 2010 IHS Inc. All Rights Reserved. 59
  60. 60. Argentina ScorecardPluses: Minuses:• Economia en repunte • Inflacion • Confianza del Consumidor• Financiamiento • Elecciones• Commodities • Cambio de Moneda (Importados)• Mayor exportador de oro • Demografias• Estabilizacion de Finanzas Publicas • Crecimiento de la Poblacion• Infraestructura (Energia) • Motorizacion• Empleo • Dependencia en commodities• Cambio de moneda (Exportaciones)• Apoyo Gubernamental a la Industria• Nueva gama de productos• Inversion de las terminales Copyright © 2010 IHS Inc. All Rights Reserved. 60
  61. 61. Muchas Gracias por vuestraatencion! Guido Vildozo Manager, Latin America Junio 17, 2011 guido.vildozo@ihs.comCopyright © 2010 IHS Inc. All Rights Reserved. 61

×