Frost & Sullivan 2024 年东协汽车产业成长展望

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个工作天内

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简介目录

电动带来诱人的成长机会

该分析评估了东南亚国家联盟 (ASEAN) 国家的汽车产业，重点在于五个主要市场：印尼、马来西亚、菲律宾、泰国和越南。计划将以光伏和皮卡为目标。皮卡是该地区各个地区和农业等行业中使用最多和最受欢迎的CV。

东协先进的汽车生产基地和生产活动活跃的国家有印尼、马来西亚、泰国和越南。该地区是国内外OEM厂的组装厂所在地，如马来西亚的 Perodua 和 Proton，以及越南的 VinFast。随着新兴地区东协在GDP、都市化、道路基础设施和生活水准方面持续快速成长，光电销售和持有预计将加速成长。然而，由于地缘政治衝突和供应链中断，汽车产业面临晶片短缺和交付延迟等挑战。

日本品牌的主导地位正受到中国和韩国的发展的威胁，中国和韩国正在大力进军该地区并重塑竞争格局。随着全球对电动车 (EV) 的需求不断增长，该地区正在向移动出行的电动转型，并认识到电动车是实现永续未来的关键要素。

该研究概述了每个汽车市场的规模，提供了 2022 年的历史资料和 2024 年的预测，描述了 2023 年的行业亮点，并讨论了 2024 年的市场趋势。

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