Frost & Sullivan 2024年東協汽車產業成長展望

Frost & Sullivan's 2024 ASEAN Automotive Growth Outlook

出版日期: 2024年04月10日 | 出版商:

Frost & Sullivan | 英文 76 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

電動帶來有魅力的成長機會

本分析評估了東南亞國家聯盟（ASEAN）國家的汽車產業，重點在於五個主要市場：印尼、馬來西亞、菲律賓、泰國和越南。計劃將以光伏和皮卡為目標。皮卡是該地區各個地區和農業等行業中使用最多和最受歡迎的CV。

東協先進的汽車生產基地和生產活動活躍的國家有印尼、馬來西亞、泰國和越南。該地區是國內外OEM廠的組裝廠所在地，如馬來西亞的 Perodua 和 Proton，以及越南的 VinFast。隨著新興地區東協在GDP、都市化、道路基礎設施和生活水準方面持續快速成長，光電銷售和持有預計將加速成長。然而，由於地緣政治衝突和供應鏈中斷，汽車產業面臨晶片短缺和交付延遲等挑戰。

日本品牌的主導地位正受到中國和韓國的發展的威脅，中國和韓國大力進軍該地區並重塑競爭格局。隨著全球對電動車（EV）的需求不斷成長，該地區向移動出行的電動轉型，並認知到電動車是實現永續未來的關鍵要素。

本研究概述了每個汽車市場的規模，提供了2022年的歷史資料和2024年的預測，描述了2023年的行業亮點，並討論了2024年的市場趨勢。

This analysis assesses the automotive industry in Association of Southeast Asian Nations (ASEAN) countries and focuses on the 5 main markets (Indonesia, Malaysia, the Philippines, Thailand, and Vietnam). The project covers PVs and pickups. Pickups are the most used and popular CVs in various geographies and industries, including agriculture, in the region.

ASEAN-developed automotive production bases and active production countries are Indonesia, Malaysia, Thailand, and Vietnam. The region is home to assembly plants of foreign and domestic OEMs, including Perodua and Proton from Malaysia and VinFast from Vietnam. As an emerging region, ASEAN's GDP, urbanization, road infrastructure, and living standards continue to rapidly grow and will accelerate PV sales and ownership. However, the automotive industry faces challenges because of geopolitical conflicts and supply chain disruptions that are causing chip shortages and delivery delays.

The leading position of Japanese brands are being challenged by Chinese and South Korean OEMs that are making significant progress into the region and reshaping the competitive landscape. With the acceleration of electric vehicle (EV) demand globally, the region is transitioning toward electrification of mobility and recognizes EVs as a key component in realizing a sustainable future.

The study outlines the size of respective automotive markets, provides historical data from 2022 and a forecast for 2024, explains industry highlights from 2023, and describes market trends for 2024.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the ASEAN Automotive Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

ASEAN Overview
Automotive Sales by Country
Findings-A Recap of 2023
Findings-Top 5 Predictions for 2024
Notable Regulations and Mandates-A Snapshot
Vehicle Sales Forecast for Selected Countries
Sales Trend
Market Share Analysis

2023 Global Economic Outlook

Top 10 Trends for 2024
Top 10 Growth Opportunities
Global GDP Growth
Inflation and Interest Rates
Currency Trajectory
Oil Market
Labor Market
Critical Mineral Supplies
North America
Western Europe
Middle East
Asia-Pacific
List of Countries

Research Scope, Segmentation, and Definition

Research Scope
Market Segmentation and Definition
Scope of Analysis

Trends

Top Trends Driving the ASEAN PV Industry
Trend 1-Indonesia and Thailand to Become Pivotal Production Hubs
Trend 2-Increased Adoption of EVs in Key Countries
Trend 3-Key ASEAN Countries To Promote Transport Electrification

Indonesia Analysis

Industry Analysis-Indonesia
Vendor Analysis-Indonesia

Malaysia Analysis

Industry Analysis-Malaysia
Vendor Analysis-Malaysia

Philippines Analysis

Industry Analysis-Philippines
Vendor Analysis-Philippines

Thailand Analysis

Industry Analysis-Thailand
Vendor Analysis-Thailand

Vietnam Analysis

Industry Analysis-Vietnam
Vendor Analysis-Vietnam

Growth Opportunity Universe

Growth Opportunity 1-Changing Consumer Behavior
Growth Opportunity 2-Societal Concerns Over Climate Change to Accelerate EV Adoption and the EV Ecosystem
Growth Opportunity 3-Thailand and Indonesia to Become the Next Favorable Countries For Foreign Investors