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Thailand Domestic Sales
All vehicles September 2012:
130,232 Vehicles – The Top 10
                                                                                                    50,000
                                                                         4% 1%
                                                                       6% 2%                        40,000
                                                                      6%
                                                                     9%                36%      30,000
 46,568
                                                                      9%
                                                                                                20,000
                                                                           13%
                                                                                 15%
           19,465
                      17,046
                                11,701 11,494                                                   10,000
                                                7,237     7,177
                                                                   4,877                        0
                                                                             2,850
                                                                                        1,458

   19%       57%          56%   83%    104%              266.2%
                                                81.7%                       341.9%
                                                                  109.1%
Year on year September 2011 / September 2012                                           69.3%
         Toyota                 Honda                   Isuzu         Nissan             Mitsubishi
         Mazda                  Chevrolet               Ford          Suzuki             Hino
                                                                             Thai Autobook 2012
Source: Toyota Thailand                                                      www.thaiautobook.com
Thailand Domestic Sales
All vehicles January-September 2012
1,00,577 - The Top 10
                                                                                                     400,000
                                                                          4%1%
                                                                        5% 2%                        320,000
                                                                      5%
                                                                     9%                          240,000
                                                                                       39%
380,751
                                                                     8%
                                                                                                 160,000
                                                                           15%
                                                                                 11%
                     150,003
           106,444                                                                               80,000
                                80,029 86,595
                                                52,170    52,943
                                                                   38,099                        0
                                                                             14,794     12,083
   49%       45%          29%   45%    64%               130.3%
                                                63.8%                       122.8%
                                                                   66.8%
                                                                                        54.2%
Year on year September 2011 / September 2012
         Toyota                 Honda                   Isuzu         Nissan             Mitsubishi
         Mazda                  Chevrolet               Ford          Suzuki             Hino
                                                                                 Thai Autobook 2012
Source: Toyota Thailand                                                          www.thaiautobook.com
Thailand Domestic Sales
All vehicles September 2012:
Rank 11-20
                                                                               3%
                                                                                                  600
                                                                         5%
                                                                        6% 4% 20%             500
                                                                        6%
                                                                                              400
                                                                        7%
    561                                                                              18%
               524
                                                                         14%
                                                                                              300
                          484
                                 392                                           17%
                                                                                              200
                                         189    179                                           100
                                                          174      155
                                                                               126
                                                                                         74   0

                          261%
     40%                               257%
              -12%               46%
                                        -45.8%         -33.1%   11.5%
 Year on year September 2011 / September 2012                             22.3%      64.4%

       Benz                 B.M.W.             TATA         Hyundai            DFM
       Proton               Mitsu-Fuso         Volvo        Kia                Volkswagen
                                                                          Thai Autobook 2012
Source: Toyota Thailand                                                    www.thaiautobook.com
Thailand Domestic Sales
All vehicles January-September 2012
Rank 11-20
                                                                                      2%
                                                                                                            5,000
                                                                                6%
                                                                              11%    4% 16%             4,000

                                                                              14%             18%       3,000
             4,640
   4,109
                                  3,616                                         5%           8%         2,000
                                                    3,625                            14%
                          1,926                               2,849
                                           1,263
                                                                                                        1,000
                                                                        1,490
                                                                                     1,081
                                                                                                  489   0

     45%       26%                        145%
                          45%
                                  -10%
                                                   3.9%                         69.4%
                                                            -38.9%    24.6%
 Year on year September 2011 / September 2012                                                 -9.3%

       Benz                 B.M.W.                 TATA          Hyundai              DFM
       Proton               Mitsu-Fuso             Volvo         Kia                  Volkswagen
                                                                                    Thai Autobook 2012
Source: Toyota Thailand                                                             www.thaiautobook.com
Thailand Domestic Sales
Passenger Cars September 2012
The Top 10
                                                                                        3%                       30,000
                                                                                       3% 1%
                                                                                      5% 1%
                                                                                     6%                      22,500
                                                                                                 30%
                                                                                    7%

                                                                                     15%                     15,000
   20,364
             18,614
                                                                                              27%
                          10,376                                                                             7,500
                                    4,950    4,171      3,585
                                                                   2,336      2,283                          0
                                                                                           561         472

                                   886%
     19%       62%        128%                                  731.3%
                                            35%      149.8%
                                                                           173.4%
                                                                                      96.2%
   Year on year September 2011 / September 2012                                                  -18.5%
        Toyota                Honda               Nissan                   Mitsubishi            Mazda
        Ford                  Suzuki              Chevrolet                B.M.W.                Benz
                                                                                      Thai Autobook 2012
Source: Toyota Thailand                                                                www.thaiautobook.com
Thailand Domestic Sales
Passenger Cars January-September 2012
The Top 10
                                                                        3%                           200,000
                                                                       2% 1%
                                                                      5% 1%
                                                                    7%                           150,000
                                                                   5%              38%
 167,026                                                            15%                          100,000
           103,516                                                         23%
                      65,784                                                                     50,000
                                 21,673 32,853 22,882
                                                         9,769    13,169                         0
                                                                           4,109     4,373


     37%                          258%
               52%        79%
                                         35%             194.8%
                                                 43.9%
                                                                  12.3%     85.8%
   Year on year September 2011 / September 2012                                      23.8%
        Toyota                  Honda          Nissan             Mitsubishi             Mazda
        Ford                    Suzuki         Chevrolet          B.M.W.                 Benz
                                                                            Thai Autobook 2012
Source: Toyota Thailand                                                      www.thaiautobook.com
Thailand Domestic Sales
Passenger Cars September 2012
Rank 11-18
                                                     12%                               200
                                                     1%
                                                  4% 3%
                                                             31%                    150
                                                   6%

      174                                           17%                             100
                  153
                                                           27%
                          95
                                                                                    50
                                    34                                       71
                                            25
                                                      15                           0
                                                                 3
                  151%
      -33%                56%     100%    92%
                                                    7.1%
 Year on year September 2011 / September 2012                -70%         -39.3%

            Proton              Volvo            Kia             Volkswagen
            Hyundai             Peugeot          Subaru          Other makers
                                                                     Thai Autobook 2012
Source: Toyota Thailand                                              www.thaiautobook.com
Thailand Domestic Sales
Passenger Cars January-September 2012
Rank 11-18
                                                     16%                                 3,000

                                                    1%                                2,500
                                                  3% 2%
                                                   3%                                2,000
                                                                   47%
     2,849                                         13%
                                                                                     1,500
                                                          16%
                                                                                     1,000
                   995
                           768                                                       500
                                     165                                      971
                                            183       125                            0
                                                                    56

                  85%     102%
      -39%
                                   -18%    69%
                                                    1.6%
 Year on year September 2011 / September 2012                   -48.1%
                                                                          -58.3%
           Proton                Volvo           Kia              Volkswagen
           Hyundai               Peugeot         Subaru           Other makers
                                                                    Thai Autobook 2012
Source: Toyota Thailand                                              www.thaiautobook.com
Thailand Domestic Sales
Commercial Vehicles September 2012
Rank 1-10
                                                                        2.0%                            30,000
                                                                     5% 2%1%
                                                                          1%
                                                                        2%                          25,000
                                                                    8%
                                                                                                    20,000
                                                                    10%                 41%
  26,187                                                                                            15,000
            17,046                                                          27%                     10,000
                          6,544                                                                     5,000
                                  4,894
                                          3,066
                                                  1,458    1,325    1,292         851               0
                                                                                              514

     19%       56%                335%
                          27%             241%
                                         69.3%
                                                          -28.3%    44%
Year on year September 2011 / September 2012                                  -13.2%      41.2%

       Toyota                 Isuzu           Mitsubishi           Chevrolet              Mazda
       Hino                   Nissan          Ford                 Honda                  Suzuki
                                                                                  Thai Autobook 2012
Source: Toyota Thailand                                                           www.thaiautobook.com
Thailand Domestic Sales
Commercial Vehicles January-September 2012
Rank 1-10
                                                                        2.8%                        300,000
                                                                     4% 3%1%
                                                                          1%
                                                                                                250,000
                                                                    7%  2%
                                                                                                200,000
                                                                   12%               40%
                                                                                                150,000
 213,492
           150,003                                                         28%                  100,000
                      64,922                                                                    50,000
                                39,774
                                         19,317 12,083
                                                         14,245   15,217                        0
                                                                             2928      5025


     60%                        253%
               29%        39%            156%
                                         54.2%                    119.2%
                                                         -22.1%
Year on year September 2011 / September 2012                                -42.4%     51.1%

       Toyota               Isuzu            Mitsubishi           Chevrolet            Mazda
       Hino                 Nissan           Ford                 Honda                Suzuki
                                                                             Thai Autobook 2012
Source: Toyota Thailand                                                      www.thaiautobook.com
Thailand Domestic Sales
Commercial Vehicles September 2012
Rank 11-17
                                                                                          600


                                                                  28%                  450
                                                       40%

                                                                                      300
     392                                                   2%
                                                            4%    13%           572

                                                          2%  11%
                 189                                                                  150
                           154
                                   52
                                           31        25                               0
               257%
      46%                        174%
                          -51%
                                         -26%   4.2%
                                                          -100%     -100%   37.5%
Year on year September 2011 / September 2012

      Honda               TATA          Mitsu-Fuso           WuLing            Benz
      Kia                 Chery         N-Diesel             Other makers
                                                                      Thai Autobook 2012
Source: Toyota Thailand                                               www.thaiautobook.com
Thailand Domestic Sales
Commercial Vehicles January-September 2012
Rank 11-17
                                                                                                4,000

                                                            26%                             3,000
                                                                       29%
                                                   0.1% 2%
                                                      0%
    3,616
                                                     3% 2%
                          3,442                                                             2,000
                                                                       10%
                                                              28%                   3,165
                1,263                                                                       1,000
                                   267      313       218                                   0
                                                                  14         7
               145%
     -10%                         65%
                          2%
                                          22%
                                                  -5.2%
                                                             -93.5%     -93.2%
Year on year September 2011 / September 2012                                      -8%

      Honda               TATA           Mitsu-Fuso          WuLing                 Benz
      Kia                 Chery          N-Diesel            Other makers
                                                                          Thai Autobook 2012
Source: Toyota Thailand                                                    www.thaiautobook.com
Thailand Domestic Sales
One Ton Pickup* September 2012
56,282 Units *includes PPV sales
                                                                   0.4%
                                                                5% 2%                   30,000
                                                               7% 2%                 25,000
                                                               12%                   20,000
                                                                           43%
    24,238                                                                           15,000
                15,742                                           28%                10,000
                          6,544                                                     5,000
                                  3,904      3,065
                                                       1,309     1,231              0
                                                                            249

       20%         58%            348%
                          27%                242%
                                                      -27.6%     43.6%
Year on year September 2011 / September 2012                               -4.2%
        Toyota            Isuzu          Mitsubishi       Chevrolet         Mazda
        Nissan            Ford           TATA
                                                                     Thai Autobook 2012
Source: Toyota Thailand                                               www.thaiautobook.com
Thailand Domestic Sales
One Ton Pickup* January-September 2012
480,832 Units *includes PPV sales
                                                                    0.5%
                                                                 4% 3%                        200,000
                                                                6% 3%
                                                                                          150,000
                                                           14%              41%
   197,075
                                                                                          100,000
               137,394
                                                                  29%
                          64,922                                                          50,000
                                   30,881
                                             19,308
                                                       13,806      14,826                 0
                                                                              2,620

       64%                         276%
                   30%     39%                156%
                                                       -22.6%      126.1%
Year on year September 2011 / September 2012                                 -32.2%
        Toyota             Isuzu          Mitsubishi       Chevrolet              Mazda
        Nissan             Ford           TATA
                                                                        Thai Autobook 2012
Source: Toyota Thailand                                                 www.thaiautobook.com
Thailand Domestic Sales
Pure Pickup Trucks September 2012:
49,569 Units
                                                                    0.5%
                                                                 6% 2%
                                                                                           30,000
                                                                6% 3%
                                                                9%                     25,000
                                                                             42%
                                                                                       20,000
                                                                   31%                 15,000
    21,028
                15,391                                                                 10,000

                          4,358                                                        5,000
                                  3,065       2,984
                                                       1,309    1,185                  0
                                                                             249
       15%         67%            242%        242%
                          21%
                                                       -27.6%   56.3%
Year on year August 2011 / August 2012                                       -4.2%
        Toyota            Isuzu           Mitsubishi       Mazda           Chevrolet
        Nissan            Ford            TATA
                                                                     Thai Autobook 2012
Source: Toyota Thailand                                                 www.thaiautobook.com
Thailand Domestic Sales
Pure Pickup Trucks January-September 2012
428,616 Units
                                                                     0.6%
                                                                 7% 3%                   200,000
                                                                5%  3%
                                                                10%         40%      150,000

   171,517                                                         31%               100,000
               134,354
                                                                                     50,000
                          44,545
                                   19,308    27,946
                                                       13,806   14,520               0
                                                                            2,620
       57%         34%     38%     156%       240%
                                                       -22.6%   149.7%
Year on year August 2011 / August 2012                                      -32.2%
        Toyota             Isuzu          Mitsubishi       Mazda         Chevrolet
        Nissan             Ford           TATA
                                                                      Thai Autobook 2012
Source: Toyota Thailand                                               www.thaiautobook.com
Thailand Automotive 2012
Sales January - September:
1,706,389 Units
                                                                          228,500
                                          218,199         214,788
                                                                                        YOY +33%
                                    202,843       217,727
                            142,312
            190,935
      160,376
129,863                                                                   98,268
                                                                85,279
                                             94,727   94,838
                                    86,000
                  89,815
         77,313                                                                                  1,706,389
                           55,426
53,617

                                                                          130,232
                                                                                     1,147,205
                                    115,943 123,472   117,889   129,509
              101,120 86,886
76,246 83,062

 Jan     Feb      Mar      Apr       May      Jun       Jul      Aug        Sep
                                                                                       2011       2012
              Domestic Sales                   Export Sales                               Total Output
                                                                                    Thai Autobook 2012
Source: FTI                                                                         www.thaiautobook.com

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Automotive Thailand September 2012

  • 1. Thailand Domestic Sales All vehicles September 2012: 130,232 Vehicles – The Top 10 50,000 4% 1% 6% 2% 40,000 6% 9% 36% 30,000 46,568 9% 20,000 13% 15% 19,465 17,046 11,701 11,494 10,000 7,237 7,177 4,877 0 2,850 1,458 19% 57% 56% 83% 104% 266.2% 81.7% 341.9% 109.1% Year on year September 2011 / September 2012 69.3% Toyota Honda Isuzu Nissan Mitsubishi Mazda Chevrolet Ford Suzuki Hino Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 2. Thailand Domestic Sales All vehicles January-September 2012 1,00,577 - The Top 10 400,000 4%1% 5% 2% 320,000 5% 9% 240,000 39% 380,751 8% 160,000 15% 11% 150,003 106,444 80,000 80,029 86,595 52,170 52,943 38,099 0 14,794 12,083 49% 45% 29% 45% 64% 130.3% 63.8% 122.8% 66.8% 54.2% Year on year September 2011 / September 2012 Toyota Honda Isuzu Nissan Mitsubishi Mazda Chevrolet Ford Suzuki Hino Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 3. Thailand Domestic Sales All vehicles September 2012: Rank 11-20 3% 600 5% 6% 4% 20% 500 6% 400 7% 561 18% 524 14% 300 484 392 17% 200 189 179 100 174 155 126 74 0 261% 40% 257% -12% 46% -45.8% -33.1% 11.5% Year on year September 2011 / September 2012 22.3% 64.4% Benz B.M.W. TATA Hyundai DFM Proton Mitsu-Fuso Volvo Kia Volkswagen Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 4. Thailand Domestic Sales All vehicles January-September 2012 Rank 11-20 2% 5,000 6% 11% 4% 16% 4,000 14% 18% 3,000 4,640 4,109 3,616 5% 8% 2,000 3,625 14% 1,926 2,849 1,263 1,000 1,490 1,081 489 0 45% 26% 145% 45% -10% 3.9% 69.4% -38.9% 24.6% Year on year September 2011 / September 2012 -9.3% Benz B.M.W. TATA Hyundai DFM Proton Mitsu-Fuso Volvo Kia Volkswagen Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 5. Thailand Domestic Sales Passenger Cars September 2012 The Top 10 3% 30,000 3% 1% 5% 1% 6% 22,500 30% 7% 15% 15,000 20,364 18,614 27% 10,376 7,500 4,950 4,171 3,585 2,336 2,283 0 561 472 886% 19% 62% 128% 731.3% 35% 149.8% 173.4% 96.2% Year on year September 2011 / September 2012 -18.5% Toyota Honda Nissan Mitsubishi Mazda Ford Suzuki Chevrolet B.M.W. Benz Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 6. Thailand Domestic Sales Passenger Cars January-September 2012 The Top 10 3% 200,000 2% 1% 5% 1% 7% 150,000 5% 38% 167,026 15% 100,000 103,516 23% 65,784 50,000 21,673 32,853 22,882 9,769 13,169 0 4,109 4,373 37% 258% 52% 79% 35% 194.8% 43.9% 12.3% 85.8% Year on year September 2011 / September 2012 23.8% Toyota Honda Nissan Mitsubishi Mazda Ford Suzuki Chevrolet B.M.W. Benz Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 7. Thailand Domestic Sales Passenger Cars September 2012 Rank 11-18 12% 200 1% 4% 3% 31% 150 6% 174 17% 100 153 27% 95 50 34 71 25 15 0 3 151% -33% 56% 100% 92% 7.1% Year on year September 2011 / September 2012 -70% -39.3% Proton Volvo Kia Volkswagen Hyundai Peugeot Subaru Other makers Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 8. Thailand Domestic Sales Passenger Cars January-September 2012 Rank 11-18 16% 3,000 1% 2,500 3% 2% 3% 2,000 47% 2,849 13% 1,500 16% 1,000 995 768 500 165 971 183 125 0 56 85% 102% -39% -18% 69% 1.6% Year on year September 2011 / September 2012 -48.1% -58.3% Proton Volvo Kia Volkswagen Hyundai Peugeot Subaru Other makers Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 9. Thailand Domestic Sales Commercial Vehicles September 2012 Rank 1-10 2.0% 30,000 5% 2%1% 1% 2% 25,000 8% 20,000 10% 41% 26,187 15,000 17,046 27% 10,000 6,544 5,000 4,894 3,066 1,458 1,325 1,292 851 0 514 19% 56% 335% 27% 241% 69.3% -28.3% 44% Year on year September 2011 / September 2012 -13.2% 41.2% Toyota Isuzu Mitsubishi Chevrolet Mazda Hino Nissan Ford Honda Suzuki Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 10. Thailand Domestic Sales Commercial Vehicles January-September 2012 Rank 1-10 2.8% 300,000 4% 3%1% 1% 250,000 7% 2% 200,000 12% 40% 150,000 213,492 150,003 28% 100,000 64,922 50,000 39,774 19,317 12,083 14,245 15,217 0 2928 5025 60% 253% 29% 39% 156% 54.2% 119.2% -22.1% Year on year September 2011 / September 2012 -42.4% 51.1% Toyota Isuzu Mitsubishi Chevrolet Mazda Hino Nissan Ford Honda Suzuki Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 11. Thailand Domestic Sales Commercial Vehicles September 2012 Rank 11-17 600 28% 450 40% 300 392 2% 4% 13% 572 2% 11% 189 150 154 52 31 25 0 257% 46% 174% -51% -26% 4.2% -100% -100% 37.5% Year on year September 2011 / September 2012 Honda TATA Mitsu-Fuso WuLing Benz Kia Chery N-Diesel Other makers Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 12. Thailand Domestic Sales Commercial Vehicles January-September 2012 Rank 11-17 4,000 26% 3,000 29% 0.1% 2% 0% 3,616 3% 2% 3,442 2,000 10% 28% 3,165 1,263 1,000 267 313 218 0 14 7 145% -10% 65% 2% 22% -5.2% -93.5% -93.2% Year on year September 2011 / September 2012 -8% Honda TATA Mitsu-Fuso WuLing Benz Kia Chery N-Diesel Other makers Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 13. Thailand Domestic Sales One Ton Pickup* September 2012 56,282 Units *includes PPV sales 0.4% 5% 2% 30,000 7% 2% 25,000 12% 20,000 43% 24,238 15,000 15,742 28% 10,000 6,544 5,000 3,904 3,065 1,309 1,231 0 249 20% 58% 348% 27% 242% -27.6% 43.6% Year on year September 2011 / September 2012 -4.2% Toyota Isuzu Mitsubishi Chevrolet Mazda Nissan Ford TATA Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 14. Thailand Domestic Sales One Ton Pickup* January-September 2012 480,832 Units *includes PPV sales 0.5% 4% 3% 200,000 6% 3% 150,000 14% 41% 197,075 100,000 137,394 29% 64,922 50,000 30,881 19,308 13,806 14,826 0 2,620 64% 276% 30% 39% 156% -22.6% 126.1% Year on year September 2011 / September 2012 -32.2% Toyota Isuzu Mitsubishi Chevrolet Mazda Nissan Ford TATA Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 15. Thailand Domestic Sales Pure Pickup Trucks September 2012: 49,569 Units 0.5% 6% 2% 30,000 6% 3% 9% 25,000 42% 20,000 31% 15,000 21,028 15,391 10,000 4,358 5,000 3,065 2,984 1,309 1,185 0 249 15% 67% 242% 242% 21% -27.6% 56.3% Year on year August 2011 / August 2012 -4.2% Toyota Isuzu Mitsubishi Mazda Chevrolet Nissan Ford TATA Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 16. Thailand Domestic Sales Pure Pickup Trucks January-September 2012 428,616 Units 0.6% 7% 3% 200,000 5% 3% 10% 40% 150,000 171,517 31% 100,000 134,354 50,000 44,545 19,308 27,946 13,806 14,520 0 2,620 57% 34% 38% 156% 240% -22.6% 149.7% Year on year August 2011 / August 2012 -32.2% Toyota Isuzu Mitsubishi Mazda Chevrolet Nissan Ford TATA Thai Autobook 2012 Source: Toyota Thailand www.thaiautobook.com
  • 17. Thailand Automotive 2012 Sales January - September: 1,706,389 Units 228,500 218,199 214,788 YOY +33% 202,843 217,727 142,312 190,935 160,376 129,863 98,268 85,279 94,727 94,838 86,000 89,815 77,313 1,706,389 55,426 53,617 130,232 1,147,205 115,943 123,472 117,889 129,509 101,120 86,886 76,246 83,062 Jan Feb Mar Apr May Jun Jul Aug Sep 2011 2012 Domestic Sales Export Sales Total Output Thai Autobook 2012 Source: FTI www.thaiautobook.com