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Puebla, MX December 4-5, 2013 Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers

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Page 1: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Puebla, MXDecember 4-5, 2013

Mexico’s Auto Industry ConferenceIndustry Analysis - Opportunities for Suppliers

Page 2: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

MEXICO’S AUTO INDUSTRY

CONFERENCE

Heavy Vehicle Industry

in Mexico

Puebla, Puebla. December 4, 2013

Page 3: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Índice

• Who we are?

• Industry Statistics

• Production and Exports

• World Ranking

• Market Share of Production in North America

• Tendencies

• Pulse of Heavy Vehicles Industry

Page 4: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

In 1992 emerges the National Association of Bus,

Trucks and Tractor Manufacturers, as the

representative organization of manufacturers of

heavy duty vehicles and diesel engines in Mexico.

Today we have 14 members.

8 States of Mexico have heavy duty vehicle

manufacturing plants: Baja California, Coahuila,

Mexico State, Guanajuato, Hidalgo, Nuevo Leon,

Queretaro and San Luis Potosi.

Who we are?

Page 5: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Who we are?

Page 6: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Industry Statistics

• The 7th world producer, 3rd in America.

• The 4th world exporter.

• Manufacturing represents 5.2% of GDP.

• 143,900 employment, 22,000 direct and 122,000 indirect.

• 174,000 units is the installed capacity currently in Mexico.

Heavy Duty Vehicle Automotive Industry

Page 7: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Industry Statistics

• 4.9% of GDP in Mexico.

• 78% of the GDP of the Transport Sector.

• 2 million jobs.

• 453,000 thousand federal registered vehicles (with engine),

which 84% is freight service.

• 82% of land cargo is mobilized on trucks (55.8% of total).

• 97% of passengers travel on buses.

Motor Carrier Industry

Page 8: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

16,865

28,450

35,026 31,397

30,139

5,163

10,017

35,936

38,025

63,354

50,125 44,715

55,661 56,894

69,014

84,418

92,284 86,342

78,933

56,642

86,748

132,737

138,078

101,453

90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13*

Heavy Duty Vehicles Produced 1990-2013*

* January-September

In 2012 there were 138,000

produced vehicles with a value

of 12,775 million (USD),

accounting for 79% of installed

capacity.

NAFTA

World

Economic

Shrinking

Page 9: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

11 5 273

1,040

748 1,771 2,779

15,756 14,839

37,089

16,822

11,094

23,626

25,026

37,916

43,171

50,402

39,906

36,741

42,699

62,654

105,385

104,155

71,852

90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13

Heavy Duty Vehicles Exported 1990-2013*

* January-September

NAFTA

World

Economic

Shrinking

20 years ago were

exported only 1,000 units,

today more than 100,000

annually.

Page 10: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

1 China Japan Japan China China China China China China China

2 Japan China China Japan Japan Japan Japan Japan Japan Japan

3 USA USA USA USA India Germany India India India India

4 Germany India India India USA USA USA Brazil USA USA

5 India Germany Germany Germany Germany India Brazil USA Brazil Germany

6 Brazil Brazil Brazil Brazil Brazil Brazil Germany Germany Germany Indonesia

7 Spain Spain Spain Mexico Rusia Rusia Mexico Indonesia Mexico Mexico

8 Indonesia Mexico Rusia Rusia Spain Mexico Indonesia Mexico Indonesia Brazil

9 Mexico Holland Canada Spain Mexico Indonesia Rusia Rusia Rusia Rusia

10 Holland Rusia Holland Canada Holland Spain S. Corea Holland Spain Spain

World Ranking of Heavy Duty Vehicle Manufacturing

Fuente: OICA, Heavy Trucks 2003-2012

Page 11: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Market Share of Production in North America

Fuente: OICA, Heavy Trucks 2003-2012

North America

2003

2012

Difference

USA 75.6 % 60.3 % - 15.3

Mexico 16.0 % 37.4 % + 21.4

Canada 8.4 % 2.3 % - 6.1

Page 12: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

The vision we have for the next 20 years is to reach

300,000 units:

- USA (270,000 Units)

- Brasil (132,000 Units)

Free Trade Agreements:

- Pacific Alliance

- Trans-Pacific Strategic Economic Partnership (TPP)

- Mexican Domestic Market

Tendencies

Page 13: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Pulse of Heavy Vehicles Industry

-14.7% Wholesales of Oct ‘12 vs ’13

-4.4% Accumulated Wholesales from Jan to Oct ‘12 vs ’13

-11.5% Accumulated Exportation from Jan to Sep ‘12 vs ’13

-6.1% Accumulated Production from Jan to Sep ‘12 vs ’13

+86.2% Imported Used from USA from Jan to Oct ‘12 vs ‘13

Page 14: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Scrapp

-ing

Training

Laws

Rules

Fleet

Renewal

Sustainable Strategic Plan

= Internal Market Growth

Page 15: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Thank You!

Miguel H. Elizalde Lizarraga

[email protected]

@miguelhelizalde

www.anpact.com.mx

@AnpactAC

Anpact A.C.

Page 16: Mexico’s Auto Industry Conference - TECMA · Mexico’s Auto Industry Conference Industry Analysis - Opportunities for Suppliers. MEXICO’S AUTO INDUSTRY ... 2 Japan China China

Puebla, MXDecember 4-5, 2013

Mexico’s Auto Industry ConferenceIndustry Analysis - Opportunities for Suppliers