ASEAN汽车市场展望：2022年

ASEAN汽车市场销量从2020年的250万辆恢復到2021年的280万辆，同比增长14.5%。印度尼西亚、泰国和马来西亚的市场份额从 2020 年的 75.4% 增加到 2021 年的 76.3%。特别是印度尼西亚在 2021 年实现了强劲增长，同比增长 66.8%。印度尼西亚还超越泰国，重新获得了在ASEAN的市场力量，但在 2020 年失去了市场力量。

本报告对ASEAN汽车市场进行研究和分析，并提供有关印度尼西亚、马来西亚、菲律宾、泰国和越南的增长环境、战略基本要求、增长机会分析、市场分析的资讯。

目录

成长环境：ASEAN汽车产业

• 2021年ASEAN汽车产业的主要亮点
• ASEAN概况
• ASEAN汽车业的过往销售额
• 2021 年ASEAN汽车市场：表现与预测
• 2022 年最高预测
• 12 大转型转变：2021 年

战略要求

• 为什么增长变得越来越困难？
• 战略要点 8 (TM)
• 三大战略要求对ASEAN汽车行业的影响
• 增长机会推动增长管道引擎 (TM)

增长机会分析：ASEAN汽车业

• 分析范围
• 细分：2021

2022 年全球经济展望

• 2021 年全球 5 大经济亮点
• 2022 年全球 5 大经济预测
• 全球 GDP 增长率
• 2022年情景分析-季度全球增长
• 2022 情景分析-假设
• 2022 年全球 GDP 增长速览
• 发达国家 - 2022 年预测
• 2022 年新兴市场经济预测
• 2022 年全球 5 大预测-宏观经济政策与发展
• 2022 年增长机会 - 三大机会：按地区划分
• 2022年区域趋势-风险与政策方向

汽车展望：印度尼西亚

• 主要增长指标
• 工业总量 (TIV) 和预测
• 市场份额分析
• 混合动力电动汽车 (HEV) 和电动汽车 (EV)
• 充电基础设施
• 汽车共享（共享出行）
• eHailing（共享出行）
• 联网汽车
• 2022 年印尼主要市场趋势

汽车前景：马来西亚

• 主要增长指标
• 工业总量 (TIV) 和预测
• 市场份额分析
• 混合动力电动汽车 (HEV) 和电动汽车 (EV)
• 充电基础设施
• 汽车共享（共享出行）
• eHailing（共享出行）
• 联网汽车
• 2022 年马来西亚主要市场趋势

汽车展望：菲律宾

• 主要增长指标
• 工业总量 (TIV) 和预测
• 市场份额分析
• 混合动力电动汽车 (HEV) 和电动汽车 (EV) 市场
• 充电基础设施
• 汽车共享（共享出行）
• eHailing（共享出行）
• 联网汽车
• 菲律宾的主要市场趋势：2022 年

汽车前景：泰国

• 主要增长指标
• 工业总量 (TIV) 和预测
• 市场份额分析
• 混合动力电动汽车 (HEV) 和电动汽车 (EV)
• 充电基础设施
• 汽车共享（共享出行）
• eHailing（共享出行）
• 联网汽车
• 泰国主要市场趋势：2022 年

汽车展望：越南

• 主要增长指标
• 工业总量 (TIV) 和预测
• 市场份额分析
• 混合动力电动汽车 (HEV) 和电动汽车 (EV)
• 充电基础设施
• 汽车共享（共享出行）
• eHailing（共享出行）
• 联网汽车
• 越南主要市场趋势：2022 年

增长机会宇宙

• 增长机会1-持续发展乘用车和皮卡销量增长，满足日益增长的需求
• 增长机会2-动力总成转型 国产化提升HEV销售优势，EV拉动发展
• 增长机会3-车联网智能出行

重要结论

• 重要结论：2021
• 主要结论及未来展望：2021-2022

附录-Growth Pipeline Engine（TM）

• 使用的首字母缩略词表
• 图表列表
• 免责声明

Transformative Mega Trends Accelerate the Production and Sales of Hybrid and Electric Powertrain Solutions in ASEAN

This research service evaluates the Association of Southeast Asian Nations (ASEAN) automotive market, focusing on key countries, including Indonesia, Malaysia, the Philippines, Thailand, and Vietnam.

This study discusses passenger vehicles and pickup trucks (pickups). Pickups are the most common and popular commercial vehicles used daily in different geographies and industries, including agriculture. These vehicles hold the largest commercial vehicle segment share in the region.

ASEAN has automotive production bases in Indonesia, Malaysia, Thailand, and Vietnam. In addition, growth in GDP, urbanization, and road infrastructure accelerated the sales and adoption of private vehicles.

After the severe drop in TIV in 2020 due to the COVID-19 pandemic, sales in the ASEAN automotive market recovered from 2.5 million units in 2020 to 2.8 million units in 2021, a year-over-year increase of 14.5%. The market share of Indonesia, Thailand, and Malaysia increased from 75.4% in 2020 to 76.3% in 2021. In particular, Indonesia faced the strongest growth in 2021, with a year-over-year increase of 66.8%. In addition, Indonesia overtook Thailand and regained its market dominance in ASEAN, which was lost in 2020.

Frost & Sullivan highlights the total size of the respective automotive market and provides historical and forecast data from 2018 to 2022. It defines key highlights of the ASEAN automotive industry in 2021 and future market trends in 2022.

With global emission reduction and electrification trends, this study discusses the breakdown of hybrid electric vehicles (HEVs) and electric vehicles (EVs), including plug-in hybrid electric vehicles (PHEVs) and battery electric vehicles (BEVs). In addition, it analyzes the charging infrastructure, shared mobility with a focus on car sharing and eHailing, and connected vehicles.

Table of Contents

Growth Environment, ASEAN Automotive Industry

• Key Highlights of the ASEAN Automotive Industry, 2021
• ASEAN Overview
• ASEAN Automotive Industry Historic Sales
• The 2021 ASEAN Automotive Market, Actuals versus Forecast
• Top Predictions for 2022
• Top 12 Transformation Shifts, 2021

Strategic Imperative

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the ASEAN Automotive Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis, ASEAN Automotive Industry

• Scope of Analysis
• Segmentation, 2021

2022 Global Economic Outlook

• Top 5 Global Economic Highlights of 2021
• Top 5 Global Economic Predictions for 2022
• Global GDP Growth
• 2022 Scenario Analysis-Quarterly Global Growth
• 2022 Scenario Analysis-Assumptions
• 2022 Global GDP Growth Snapshot
• Advanced Economies-Predictions for 2022
• Emerging Market Economies-Predictions for 2022
• Top 5 Global Predictions For 2022-Macroeconomic Policies and Developments
• 2022 Growth Opportunities-Top 3 Opportunities by Region
• 2022 Regional Trends-Risks and Policy Direction

Automotive Outlook, Indonesia

• Key Growth Metrics, Indonesia
• Total Industry Volume (TIV) and Forecast, Indonesia
• Market Share Analysis, Indonesia
• Hybrid Electric Vehicles (HEVs) and Electric Vehicles (EVs), Indonesia
• Charging Infrastructure, Indonesia
• Car Sharing (Shared Mobility), Indonesia
• eHailing (Shared Mobility), Indonesia
• Connected Vehicles, Indonesia
• Key Market Trends in Indonesia, 2022

Automotive Outlook, Malaysia

• Key Growth Metrics, Malaysia
• Total Industry Volume (TIV) and Forecast, Malaysia
• Market Share Analysis, Malaysia
• Hybrid Electric Vehicles (HEVs) and Electric Vehicles (EVs), Malaysia
• Charging Infrastructure, Malaysia
• Car Sharing (Shared Mobility), Malaysia
• eHailing (Shared Mobility), Malaysia
• Connected Vehicles, Malaysia
• Key Market Trends in Malaysia, 2022

Automotive Outlook, Philippines

• Key Growth Metrics, Philippines
• Total Industry Volume (TIV) and Forecast, Philippines
• Market Share Analysis, Philippines
• Hybrid Electric Vehicle (HEV) and Electric Vehicle (EV) Market, Philippines
• Charging Infrastructure, Philippines
• Car Sharing (Shared Mobility), Philippines
• eHailing (Shared Mobility), Philippines
• Connected Vehicles, Philippines
• Key Market Trends in Philippines, 2022

Automotive Outlook, Thailand

• Key Growth Metrics, Thailand
• Total Industry Volume (TIV) and Forecast, Thailand
• Market Share Analysis, Thailand
• Hybrid Electric Vehicles (HEVs) and Electric Vehicles (EVs), Thailand
• Charging Infrastructure, Thailand
• Car Sharing (Shared Mobility), Thailand
• eHailing (Shared Mobility), Thailand
• Connected Vehicles, Thailand
• Key Market Trends in Thailand, 2022

Automotive Outlook, Vietnam

• Key Growth Metrics, Vietnam
• Total Industry Volume (TIV) and Forecast, Vietnam
• Market Share Analysis, Vietnam
• Hybrid Electric Vehicles (HEVs) and Electric Vehicles (EVs), Vietnam
• Charging Infrastructure, Vietnam
• Car Sharing (Shared Mobility), Vietnam
• eHailing (Shared Mobility), Vietnam
• Connected Vehicles, Vietnam
• Key Market Trends in Vietnam, 2022

Growth Opportunity Universe

• Growth Opportunity 1-Continuous Development for Higher Sales of Passenger Vehicles and Pickups to Meet the Growing Demand
• Growth Opportunity 1-Continuous Development for Higher Sales of Passenger Vehicles and Pickups to Meet the Growing Demand (continued)
• Growth Opportunity 2-Domestic Production for Greater Sales Advantage of HEVs and EVs to Stimulate Powertrain Transformation Development
• Growth Opportunity 2-Domestic Production for Greater Sales Advantage of HEVs and EVs to Stimulate Powertrain Transformation Development (continued)
• Growth Opportunity 3-Smart Mobility for Vehicle Connectivity
• Growth Opportunity 3-Smart Mobility for Vehicle Connectivity (continued)

Key Conclusions

• Key Conclusions, 2021
• Key Conclusions and Future Outlook, 2021 and 2022

Appendix-Growth Pipeline Engine™

• Table of Acronyms Used
• Table of Acronyms Used (continued)
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer