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Auto industry ppt
- 2. • INTRODUCTION • Global Auto Industry – An Analysis • Indian Auto Industry Two Wheelers Three Wheelers Passenger Cars Commercial Vehicles • Indian Auto Component Industry • Emerging Opportunities
- 3. World Vehicle Production Trends (in '000s) 70000 60000 50000 40000 30000 20000 10000 0 1997 1998 1999 2000 2001 2002 2003 2004 Year North America South America European Union Other Europe Japan Asia-other than Japan
- 4. Automobile production in India has doubled in 4 years, with growth seen across all four major segments.. Automobile Production in India (Nos.) By numbers, two wheelers are the 9,000,000 dominant segment of 350,033 8,000,000 the Indian 275,040 1,209,654 7,000,000 Automotive market 374,414 203,697 989,560 6,000,000 723,330 356,223 162,508 276,719 156,706 669,719 5,000,000 640,934 212,748 203,234 4,000,000 6,526,547 5,622,741 3,000,000 5,076,221 4,271,327 3,758,518 2,000,000 1,000,000 0 2000-01 2001-02 2002-03 2003-04 2004-05 Year Two Wheelers Three Wheelers Passenger Vehicles Commercial Vehicles
- 5. India is expected to achieve mass motorization status in 2014 Vehicle Density vs. GDP/capita India in Developing Markets Mature Markets 2002 Inhabitants/Vehicle Inhabitants/Vehicle 100 ‘02 China in 2002 India 100 50 India in 2014 China 82 China in 2014 Germany 10 Mexico Belgium Brazil South Korea Canada Austria Poland UK Sweden Argentina Czech Spain Australia Japan USA Republic Italy France 0 2 15 20 25 30 35 40 $1,000 Per Capita Income (US$ 000) Note: The above includes both Passenger Vehicles and Commercial Vehicles Sources: Ward’s Auto Yearbook 2002, EIU, Goldman Sachs BRICs report, DRI 2002, A.T. Kearney analysis
- 6. 2-Wheeler Production & Market Sub-Segments (Nos.) CAGR – Within 2-Wheelers, 15% 8,000,000 Motorcycles contribute 80% 7,000,000 of the segment size 1,209,654 6,000,000 989,560 986,208 723,330 5,000,000 935,279 669,719 848,434 4,000,000 640,934 937,506 3,000,000 879,759 5,193,752 4,355,168 3,876,175 2,000,000 2,906,323 2,183,785 1,000,000 0 2000-01 2001-02 2002-03 2003-04 2004-05 Year Motorcycles Scooters Moped
- 7. Indian 2-Wheeler Market Competitive Scenario Motorcycle 50% 30% 13% 4% 1% 2% <1% - <1% - 15% 28% - 2% 46% 9% <1% - - - 82% - - - 8% 10% - Figures denote Mkt Share (Apr- Oct 05) India is now the second largest two-wheeler market in the world
- 8. 3-Wheeler Production (Nos.) CAGR – Predominantly used for 17% 400,000 commercial purposes, for both Goods Transport (40%) 350,000 and Passenger Transport (60%). 300,000 250,000 200,000 374,414 356,223 150,000 276,719 203,234 212,748 100,000 50,000 0 2000-01 2001-02 2002-03 2003-04 2004-05 Year Three Wheeler
- 9. Indian 3-Wheeler Market Sub-segments and Competitive Scenario Sub Segments Scooters India 60% 68% 24% 2% 1% 3% 3% Passenger 40% 23% 40% 12% 13% 7% 6% Goods Figures denote Mkt Share (Apr- India is the largest three-wheeler Oct 05) market in the world
- 10. Passenger Vehicle Production & Market Sub-Segments (Nos.) CAGR – 17% 1,400,000 Unlike the USA, the Indian Passenger Vehicle market is 1,200,000 dominated by Cars (79%) 67,371 181,778 1,000,000 60,673 146,325 800,000 51,441 0 63,751 114,479 600,000 127,519 105,667 960,505 782,562 400,000 513,415 557,410 500,301 200,000 (*) 0 2000-01 2001-02 2002-03 2003-04 2004-05 (*) MPVs were part of Passenger Car segment till 2000-01 Year Passenger Cars Utility Vehicles Multi-Purpose Vehicles
- 11. Indian Passenger Vehicle Market – Competitive Scenario Passenger Cars 52% 17% 19% - 1% 5% 2% 2% 2% 1% - <1% <1% Utility Vehicles 2% 18% 1% 42% 21% 1% 10% 1% <1% - 4% - <1% Multi Purpose 100% - - - - - - - - - - - <1% Vehicles Figures denote Mkt Share (Apr- 4th largest Passenger Vehicle Oct 05) Market in Asia
- 12. Commercial Vehicle Production & Market Sub-Segments (Nos.) CAGR – Unlike most developed 22% 400,000 markets, Indian Market has 350,000 seen dominance by Medium Commercial vehicles 300,000 138,890 250,000 108,917 200,000 83,195 150,000 65,756 68,922 211,143 100,000 166,123 120,502 87,784 96,752 50,000 0 2000-01 2001-02 2002-03 2003-04 2004-05 Year Medium & Heavy Commercial Vehicles Light Commercial Vehicles
- 13. Indian Commercial Vehicle Market – Competitive Scenario Medium & Heavy CV - 64% 24% - 8% - 3% - <1% <1% Trucks Buses – L, M & HCV 40% 30% 7% 5% 10% 6% 1% 1% - Light & Small Comm Veh – 59% <1% 32% 4% 3% 3% <1% - - Trucks Figures denote Mkt Share (Apr- Oct 05) TATA Motors dominates over 60% of the Indian Commercial Vehicle Market. It is also the World’s fifth largest Medium & Heavy commercial vehicle manufacturer.
- 14. Road network development in India Between 2003-04 to 2007-08 each year ~2000 Kms of 4-laned highways will be added Golden Year-wise completion schedule of NHDP Quadrilate Planned length – 14,000 km ral 2004 2003 21% NSEW 12% Corridors Completed Feeder 15% 2005-07 Roads 52% Source: CrisInfac, NHAI Impact on Domestic CV Industry Faster turnaround Increased freight movement Lower operating cost of vehicles Replacement demand Between 1997 - 2002, Highway length in China increased by around 15,000 km and CV volumes nearly doubled from 1.2 mn to 2.1mn … ….. Indicative of future likely directions in Indian market
- 15. CAGR Automobile Exports from India (Nos.) Overall – 22% Passenger Veh – 700,000 57% International Business 2-Wheelers – 35% 29,949 growth presents a huge 600,000 opportunity, as well as a challenge for the Indian 166,413 500,000 Automotive Industry 17,432 129,291 66,801 400,000 12,255 68,144 300,000 72,005 11,870 43,366 200,000 13,770 366,724 27,112 53,165 265,052 16,263 15,462 100,000 179,682 111,138 104,183 0 2000-01 2001-02 2002-03 2003-04 2004-05 Year Two Wheelers Three Wheelers Passenger Vehicles Commercial Vehicles
- 16. Opportunities Manufacturing: Engineering Services: Emerging World hub: Indian IT Majors offering on-shore and off- Small Cars (Suzuki, Hyundai) shore engineering services to Global IT Castings & Forgings players. (e.g. TCS, TATA Technologies, Infosys, Satyam) Regional Sourcing base Aggregates for Entire Vehicle Programs (e.g. Transmissions for Toyota IMV) Global Auto & Auto component majors putting up Development Centres in Globalisation opportunities for Indian India, either on their own or in partnership Manufacturers with local players Increasing exports of “Made In India” (e.g. General Motors, Daimler Chyrsler, Johnson vehicles Controls, Delphi, Bosch) Establishing manufacturing facilities at foreign locations (e.g. TVS Indonesia) Independent Indian OEMs focusing on Contract Manufacturing (e.g. Sub-150cc Bajaj motor cycles for Kawasaki) upgrading their design & engineering capabilities. Growth through Mergers & Acquisitions (TATA Motors acquisition of Daewoo (e.g. TATA Motors European Development Centre Commercial Veh, Korea & Hispano, Spain & Acquisition of INCAT plc, UK)
- 17. Increase in input prices Ferrous & Non-Ferrous Metals Crude oil & derivatives Natural rubber Rising Customer Expectations Product features THREATS Quality & reliability Integration with Global Markets Lowering product life cycles Reducing time-to-market for new products Threat of new competition
- 18. WEAKNESS Harsher operating conditions pose unique challenges for product conceptualization, design and development: Road inadequacy and quality High Traffic density Poor Fuel quality & variety (Gasoline, Diesel, CNG & LPG)