泰國摩托車行業(yè)市場前景及投資研究報告-外文版培訓(xùn)課件力帆嘉陵

INDUSTRIES

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MARKETSMotorcycleindustryinThailandCHAPTER

01OverviewNumberofmotorcyclesandscootersproducedinSoutheastAsiafrom2011to2022(inmillions)MotorcycleandscooterproductionvolumeASEAN2011-20221211.3111.2810.9610.821088.6863.793.673.663.6443.263.142.7420201120122013201420152016*2017*2018*2019*2020*2021*2022*3Description:In2022,therewereapproximately3.64millionscootersandmotorcyclesproducedthroughoutMalaysia,thePhilippines,andThailand.Comparatively,in2011therewereover11millionscootersandmotorcyclesproducedthroughouttheseSoutheastAsiancountriesbutwithfiguresforIndonesiaalsoincluded.ReadmoreNote(s):Asia;2011to2022;*Figuresbefore2016includeIndonesia,Thailand,MalaysiaandthePhilippines,figuresafter2016donotincludeIndonesia.Figureshavebeenrounded.ReadmoreSource(s):ASEANAutomotiveFederationNumberofmotorcyclesandscooterssoldinSoutheastAsiafrom2011to2022(inmillions)MotorcycleandscootersalesASEAN2011-20221211.2811.0910.8510.5210.259.591089.59.4663.994.0543.553.2320201120122013201420152016201720182019*2020*2021*2022*4Description:In2022,therewerenearly4.05millionmotorcycleandscootersalesacrosstheSoutheastAsiancountries,whichincludedMalaysia,thePhilippines,Singapore,andThailand.Comparatively,in2011therewerejustunder11.3millionmotorcycleandscootersalesintheSoutheastAsianregion,howeverthisalsoincludedIndonesiansales.ReadmoreNote(s):APAC;2011to2022Source(s):ASEANAutomotiveFederationShareofhouseholdsowningamotorcycleinAsiaas2023,bycountryShareofmotorcycle-owninghouseholdsAsia2023,bycountryShareofhouseholds0%10%20%30%40%50%60%70%80%90%87%86%85%83%100%ThailandVietnamIndonesiaMalaysiaChina60%India47%PakistanPhilippines43%32%5Description:Asof2023,ThailandhadthehighestmotorcycleownershiprateacrossAsia,withapproximately87percentofhouseholdsowningatleastonemotorcycle.Vietnamfollowedclosely,reachingahouseholdpenetrationofaround86percent.

ReadmoreNote(s):Asia,APAC;asof2023Source(s):PewResearchCenter;TheThaigerCHAPTER

02KeyindicatorsRevenueofthemotorcyclesindustryinThailand2014-2027(inbillionU.S.dollars)RevenueofthemotorcyclesindustryinThailand2014-2027109.058.918.748.658.6598765432108.438.428.288.0987.87.717.517.47201420152016201720182019202020212022202320242025202620277Description:TherevenueinthemotorcyclesmarketinThailandwasforecasttocontinuouslyincreasebetween2023and2027byintotal1.3billionU.S.dollars(+16.86percent).Therevenueisestimatedtoamountto9.05billionU.S.dollarsin2027.FindfurtherinformationconcerningtherevenueinthemotorcyclesmarketbylookingatcountriessimilartoThailand,suchasthePhilippinesandVietnam.ReadmoreNote(s):Thailand;2014to2027Source(s):MobilityMarketInsightsProductionvolumeofmotorcyclesinThailandfrom2015to2022(inmillions)ProductionvolumeofmotorcyclesThailand2015-20222.52.02.062.062.021.951.811.821.781.621.51.00.50.0201520162017201820192020202120228Description:In2022,theproductionvolumeofmotorcyclesinThailandincreasedtoaroundtwomillionunitscomparedtothepreviousyear.Thatyear,ThailandhadthehighestmotorcycleproductionoutputofallSoutheastAsiancountries.ReadmoreNote(s):Thailand;2015to2022Source(s):ASEANAutomotiveFederationAveragescooterspriceinThailand2017-2027(in1,000sU.S.dollars)AveragescooterspriceinThailand2017-20273.02.572.552.562.532.512.492.462.432.442.52.01.51.00.50.02.382.34201720182019202020212022202320242025202620279Description:Theaveragepriceperunit(PPU)inthescooterssegmentofthemotorcyclesmarketinThailandwasforecasttocontinuouslyincreasebetween2023and2027byintotal0.1thousandU.S.dollars(+3.98percent).Afterthefourthconsecutiveincreasingyear,thePPUisestimatedtoreach2.57thousandU.S.dollarsandthereforeanewpeakin2027.Notably,theaveragepriceperunit(PPU)ofthescooterssegmentofthemotorcyclesmarketwascontinuouslyincreasingoverthepast[...]

ReadmoreNote(s):Thailand;2017to2027Source(s):MobilityMarketInsightsAverageon-roadmotorcyclespriceinThailand2017-2027(in1,000U.S.dollars)Averageon-roadmotorcyclespriceinThailand2017-2027876.736.746.776.756.686.556.596.596.466.56.4165432102017201820192020202120222023202420252026202710Description:Theaveragepriceperunit(PPU)intheon-roadmotorcyclessegmentofthemotorcyclesmarketinThailandwasforecasttoincreasebetween2023and2027byintotal0.1thousandU.S.dollars(+1.5percent).Thisoverallincreasedoesnothappencontinuously,notablynotin2027.ThePPUisestimatedtoamountto6.75thousandU.S.dollarsin2027.Notably,theaveragepriceperunit(PPU)oftheon-roadmotorcyclessegmentofthemotorcyclesmarketwascontinuouslyincreasingover[...]

ReadmoreNote(s):Thailand;2017to2027Source(s):MobilityMarketInsightsCHAPTER

03ProductionandsalesSalesvolumeofmotorcyclesinThailandfrom2013to2022(inmillions)Two-wheelersalesThailand2013-20222.522.01.51.00.50.01.811.791.791.741.721.71.641.611.52201320142015201620172018201920202021202212/statistics/615193/two-wheeler-sales-in-thailandIn2022,approximately1.79millionmotorcyclesandscootersweresoldinThailand.Thenumberofsalesoftwo-wheelershasincreased,comparedtothepreviousyear,whenapproximately1.6millionmotorcyclesandscootersweresoldinThailand.ReadmoreNote(s):Thailand;2013to2022Source(s):FederationofThaiIndustries;KrungsriResearchDomesticsalesvolumeofofmotorcyclesinThailandfromJanuarytoApril2023,byenginesize(in1,000s)SalesvolumeofmotorcyclesThailand2023,byenginesize300274.08250198.6920015010050127.0725.015.68051-110cc.111-125cc.126-250cc.251-399cc.Morethan400cc.13/statistics/1116769/thailand-motorcycles-domestic-sales-by-engine-sizeFromJanuarytoApril2023,thedomesticsalesvolumeofmotorcyclesbetween51to110ccinThailandamountedtoapproximately274.1thousandunits.Duringthatsameperiod,around630.5thousandunitsofmotorcyclesweresoldinthecountry.ReadmoreNote(s):Thailand;JanuarytoApril2023Source(s):FederationofThaiIndustriesProductionvolumeofmotorcyclesinThailandfrom3rdquarter2019to3rdquarter2022(in1,000s)ProductionvolumeofmotorcyclesThailandQ32019-Q32022600540.33550516.36501.3501.16491.96488.91489.24481.11500450400350300250200150475.13445.22431.5274.81Q3'21207.39Q2'20Q3'19Q4'19Q1'20Q3'20Q4'20Q1'21Q2'21Q4'21Q1'22Q2'22Q3'2214Description:Inthethirdquarterof2022,theproductionvolumeofmotorcyclesinThailandincreasedtoapproximately540thousandunits,whencomparedtothepreviousquarter.Inthepreviousquarter,domesticmotorcyclesalesreachedalmost450thousandunits.ReadmoreNote(s):Thailand;Q32019toQ32022Source(s):MinistryofIndustry(Thailand);Varioussources(AutomotiveIndustryClub,TheFederationofThaiIndustries)ProductionvolumeofwiringharnesssetsforcarsandmotorcyclesinThailandfromOctober2022toApril2023(inmillionmetrictons)MonthlyproductionvolumeofwiringharnesssetsThailand2022-20233.02.52.52.01.51.00.50.02.22.081.981.761.651.4Oct'22Nov'22Dec'22Jan'23Feb'23Mar'23Apr'2315Description:AsofApril2023,approximately1.4millionmetrictonsofwiringharnesssetsforcarsandmotorcycleswereproducedinThailand,indicatingadecreasefromthepreviousmonth.Inthatsameperiod,around1.3millionmetrictonsofsuchitemsweresoldinthecountry.ReadmoreNote(s):Thailand;October2022toApril2023Source(s):OfficeofIndustrialEconomics(Thailand)CHAPTER

04TradeExportvolumeofmotorcyclesinThailandfrom2020to2022(in1,000s)ExportvolumeofmotorcyclesThailand2020-2022500437.1545040035030025020015010050424.77319.04020202021202217Description:In2022,theexportvolumeofmotorcyclesinThailanddecreasedslightlytoapproximately425thousandunitscomparedtothepreviousyear.Inthatsameyear,theEuropeanUnionwasthemostimportantexportmarketformotorcyclesproducedinThailandReadmoreNote(s):Thailand;2020to2022Source(s):FederationofThaiIndustries;KrungsriResearchExportvalueofmotorcyclesinThailandfrom2020to2022(inbillionU.S.dollars)ExportvalueofmotorcyclesThailand2020-20223.02.52.822.712.01.51.00.50.01.8520202021202218/statistics/1373377/thailand-export-value-motorcyclesIn2022,theexportvalueofmotorcyclesinThailandincreasedtoaround2.8billionU.S.dollarscomparedtothepreviousyear.Inthatsameyear,theEuropeanUnionwasthemostimportantexportmarketformotorcyclesproducedinThailand.

ReadmoreNote(s):Thailand;2020to2022Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ValueofmotorcyclesexportedfromThailandtoASEANcountriesfrom2019to2022(inmillionU.S.dollars)ExportvalueofmotorcyclesfromThailandtoASEAN2019-2022300269.825020015010050185.9175.2172.60201920202021202219/statistics/1123790/thailand-motorcycle-export-value-to-aseanIn2022,thevalueofmotorcyclesexportedfromThailandtotheASEANcountriesamountedtoapproximately172.6millionU.S.dollars.Inthatsameperiod,thetotalexportvalueofmotorcyclesfromThailandreachedaround2.7billionU.S.dollars.

ReadmoreNote(s):Thailand;2018to2022Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ValueofmotorcyclesparepartsexportedfromThailandfrom2019toApril2023(inbillionThaibaht)ExportvalueofmotorcyclesparepartsfromThailand2019-20233.02.52.02.462.121.521.51.231.00.50.00.682019202020212022Jan-Apr202320Description:FromJanuarytoApril2023,approximately680millionThaibahtworthofmotorcyclesparepartswereexportedfromThailand.TheexportofmotorcyclesparepartsfromThailandhascontinuedtogrowsince2019,despitetheworldwideCOVID-19outbreakin2020andthedisruptionofsupplychains.ReadmoreNote(s):Thailand;2019toApril2023Source(s):FederationofThaiIndustriesExportvolumeofwiringharnesssetsforcarsandmotorcyclesinThailandfromOctober2022toApril2023(in1,000metrictons)MonthlyexportvolumeofwiringharnesssetsThailand2022-2023350307.5300268.2253.08244.3425020015010050235.87225.572170Oct'22Nov'22Dec'22Jan'23Feb'23Mar'23Apr'2321/statistics/1240929/thailand-monthly-exports-of-wiring-harnessAsofApril2023,approximately225.6thousandmetrictonsofwiringharnesssetsforcarsandmotorcycleswereexportedfromThailand.Inthatsameperiod,914millionThaibahtworthofsuchitemsweresoldinthecountryandinternationally.

ReadmoreNote(s):Thailand;October2022toApril2023Source(s):OfficeofIndustrialEconomics(Thailand)ValueofmotorcyclesimportedtoThailandfrom4thquarter2020to3rdquarter2022(inmillionU.S.dollars)QuarterlyimportvalueofmotorcyclesThailandQ42020-Q32022350300327.04292.8271.77265.88266.7263.49250.7525020015010050189.050Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'2222/statistics/1052581/thailand-import-value-motorcycles-by-quarterInthethirdquarterof2022,theimportvalueofmotorcyclesamountedtoapproximately271.8millionU.S.dollars.Thiswasadecreasecomparedtotheimportvalueinthepreviousquarterwhichamountedtoaround292.8millionU.S.dollars.

ReadmoreNote(s):Thailand;Q42020toQ32022Source(s):InformationandCommunicationTechnologyCenter(Thailand);MinistryofCommerce(Thailand);MinistryofIndustry(Thailand);ThaiCustomsCHAPTER

05LeadingbrandMarketshareofmotorcyclebrandsinThailandfrom2018to2022MarketshareofmotorcyclebrandsThailand2018-2022Marketshare2022202140%2020201950%20180%10%20%30%60%70%80%90%HondaYamahaVespaGPXSuzukiKawasakiOthers24/statistics/1014000/thailand-market-share-motorcycle-brandsIn2022,HondahadthehighestmarketsharebasedonthesalesvolumeofmotorcyclesinThailand,amountingto76.53percent.Forthepastyears,motorcyclesalesinThailandweredominatedbyJapanesemanufacturersHondaandYamaha.

ReadmoreNote(s):Thailand;2018to2022;basedonnumberofunitssoldSource(s):DepartmentofLandTransport(Thailand);KrungsriResearchMarketshareofHondainthemotorcyclemarketinThailandfrom2017to2022HondamotorcyclemarketshareThailand2017-202290%78.37%78.54%78.68%77.48%77.01%80%70%60%50%40%30%20%10%0%76.09%20172018201920202021202225Description:In2022,Hondaheldaround76percentofthemarketsharewithinthemotorcyclesectorinThailand.Thatyear,thecompanysoldabout1.38millionmotorcyclesinthecountry.TheJapaneseautomotivemanufacturerhasmaintaineditsrankinthekingdom'smotorcyclemarketforthe34thconsecutiveyear.ReadmoreNote(s):Thailand;2017to2022Source(s):DepartmentofLandTransport(Thailand)VolumeofHondamotorcyclessoldinThailandfrom2019to2022(inmillions)HondamotorcyclesalesinThailand2019-20221.61.381.371.41.21.00.80.60.40.20.01.2320192021202226/statistics/1364745/thailand-honda-motorcycle-salesIn2022,thenumberofHondamotorcyclessoldinThailandincreasedto1.38millionunits.ThemotorcycleindustryinThailandwasheavilyaffectedbydisruptionsinsupplychainscausedbytheCOVID-19pandemicin2020buthasrecoveredsincethen.ReadmoreNote(s):Thailand;2019to2022Source(s):BangkokPost;ThaiHondaCo.,Ltd.MostpopularmotorcyclemodelsofHondabasedonsalesinThailandin2022(in1,000s)MostpopularmotorcyclemodelsofHondaThailand2022Numberofmotorcycles3000100200400500600Wave110iWave125iScoopyPCX160Click541.65271.65186.49150.5118.3727Description:In2022,theHondaWave110iwasthemostpopularmotorcyclemodelofHondainThailandwithapproximately542thousandunitssold.Bycomparison,Honda'sClickwassoldaround118thousandtimesthatyear.

ReadmoreNote(s):Thailand;2022Source(s):BangkokPost;DepartmentofLandTransport(Thailand);ThaiHondaCo.,Ltd.CHAPTER

06ElectricmotorcyclesNumberofnewlyregisteredelectricmotorcyclesinThailandfrom2019toJanuary2023NewlyregisteredelectricmotorbikesThailand2019-20236,0005,2334,9635,0004,0003,0002,0001,00004,3951,577201920202021Jan'2329Description:InJanuary2023,1,577electricmotorcycleswerenewlyregisteredinThailand.Thefiguresshowafluctuationofnewlyregisteredmotorbikes,with2021havingthehighestnumberofregisteredmotorbikescomparedtotheotheryears.

ReadmoreNote(s):Thailand;2019toJanuary2023Source(s):DepartmentofLandTransport(Thailand);MReport;ThailandAutomotiveInstituteNumberofnewlyregisteredbatteryelectricvehicle(BEV)motorcyclesinThailandfromJuly2022toMarch2023MonthlynewlyregisteredBEVmotorbikesThailand2