This document summarizes statistics and forecasts for the automotive industry in the ASEAN region from 2005-2021. It outlines key drivers of growth including increasing gasoline consumption, emerging electric vehicles and autonomous technologies, improving logistics performance, evolving tax regimes, investments in education and infrastructure, and national government policies. Production is forecasted to reach 6 million vehicles annually by 2020, led by Thailand, Indonesia, and Malaysia. Challenges include inconsistent policies, high taxes, and underdeveloped infrastructure in some countries.

1. ASEAN
Automotive
Roadmap 2020

2. China USA Japan Germany South Korea
Global Car Production 2005-2014
Top 5 do 50% = 55 Million out of 91 Million
1,000 vehicles

3. Thailand
Indonesia
Malaysia
Philippines
Vietnam
Indonesia
Thailand
Malaysia
Philippines
Vietnam
Production
Domestic
Sales
+7.6%
-23.5%
–0.80%
+1.4% +15.2%
–1.8%
–33,7%
+1.63%
+27.1%
+38.2%
Market Share in ASEAN
ASEAN Automotive Statistics
Total Car Production & Sales 2014
1,000 vehicles

4. Australia Germany USA Malaysia Thailand Brazil Indonesia
China ASEAN Philippines Vietnam India Myanmar
ASEAN Automotive Statistics
Car Density 2015

5. ASEAN Automotive Statistics
ASEAN Car Density Forecast 2013-2021
Malaysia
Thailand
Indonesia
Philippines
Vietnam
Source: IPSOS
Cars per 1,000 people

6. ASEAN Automotive Statistics
Population & Market 2015
Australia 22M New Zealand 5M
ASEAN [AEC]
650M
ASEAN +6
3.2B

7. ‘Official’ forecasts vary from 5 to 6 Mio in 2020 with potential
for up to 6 MioVehicles in 2020
ASEAN Automotive Statistics
Production Forecast

8. ASEAN Automotive Statistics
Market Share by Brand

9. ASEAN Automotive Roadmap 2020
Key Drivers
Gasoline

10. ASEAN Automotive Roadmap 2020
Key Drivers: Electric Mobility

11. ASEAN Automotive Roadmap 2020
Key Drivers: Social Media

12. ASEAN Automotive Roadmap 2020
Key Drivers: Autonomous Mobility

13. ASEAN Automotive Roadmap 2020
Key Drivers: Logistics Performance

14. ASEAN Automotive Roadmap 2020
Key Drivers: Logistics Performance

15. ASEAN Automotive Roadmap 2020
Key Drivers:Tax & Duty Regime

16. ASEAN Automotive Roadmap 2020
Key Drivers:Tax & Duty Regime
US List Price
LocalVariation
$ 4.80
$ 4.20
$ 2.46
German List Price
LocalVariation$ 60,000 $ 56,000
$ 187,345
Big Mac
Porsche Boxster

17. ASEAN Automotive Roadmap 2020
Key Drivers: Education

18. ASEAN Automotive Roadmap 2020
Key Drivers: Grey Market

19. ASEAN Automotive Roadmap 2020
Key Drivers: Automation & Integration

20. ASEAN Automotive Roadmap 2020
Key Drivers: Infrastructure

21. ASEAN Automotive Roadmap 2020
Key Drivers: Safety
SAMUT PRAKAN — A 22-wheel tractor-
trailer struck a power pole in Bang Phli
district, setting off a chain reaction that
brought down 46 other poles, damaging
37 passing vehicles.
The incident occurred between kilometre
markers 17 and 19 on Theparak Road in
tambon Bang Pla on Saturday afternoon.
Suthep Iam-samarng, 48, was attempting
to back his truck onto the shoulder of the
road...
Authorities said Mr Suthep would be
charged with reckless driving causing
property damage and injury.

22. ASEAN Automotive Roadmap 2020
Key Drivers: Government Policy
The growth and development of the automotive industry of Vietnam has been affected by:
a) Frequent changes in the policies and erratic proposals during the last few years;
b) Delay and lack of consistent /transparent policy aimed at the development of the industry;
c) Lack of clarity of business impact to CKD/CBU after full integration with ASEAN in 2018;
d) Continued high and multiple taxation; and
e) Inadequate implementation of programs to address the under developed infrastructure.
Prepared by
Automotive Working Group
Vietnam Business Forum
2014 - ANNUAL VBF - AUTOMOTIVE POSITION PAPER

23. ASEAN Automotive Roadmap 2020
Key Drivers:Volkswagen Group

24. ASEAN Automotive Roadmap 2020
Key Drivers:Volkswagen Group

25. ASEAN Automotive Roadmap 2020
Key Drivers: Communication

26. ASEAN Automotive Roadmap 2020
Thank you very much!
Uli Kaiser
Business Development Director
SW Motors
uli@fixture.tech
President
Thai European Business Association (TEBA)
ulikaiser@thaieuro.biz
Publisher
Thailand & Indonesia AutoBook
uli@autobook.biz