2015 Key Highlights

2015–2016 ASEAN Automotive Senior Management Top-of-Mind Issues

2016 Top 5 Predictions

Research Scope

Research Aims and Objectives

Key Questions This Study Will Answer

Research Background

Research Methodology

Key OEMs or Participant Groups Compared in This Study

Product Segmentation

Product Definitions

Macro Economic Indicators

Importance of ASEAN as a Cluster

Emission Standards in ASEAN

Top Trends in Product Segments in ASEAN in Future

Adoption of Advanced Features Across Segments

Future Adoption of Advanced Product Features in ASEAN

Future Adoption of Advanced Product Features in ASEAN (continued)

Development of Autonomous Vehicles in ASEAN

Total ASEAN Market Unit Shipment Snapshot

Production Forecast in ASEAN—Long-term Outlook

Unit Shipment Forecast in ASEAN—Long-Term Outlook

Total Industry Volumes (TIV) in Thailand

Monthly Sales Trend—Total Vehicles

Monthly Sales Trend—PVs

Trends in PV Segments

Market Shares of Key Participants in the PV Segment

Monthly Sales Trends—CV Segment

Trends in CV Segment

Market Shares of Key Participants in CV Segment

Thailand 2016—Conservative View

Thailand 2016—Conservative View (continued)

Thailand 2016—Conservative View (continued)

Thailand 2016—Optimistic View

Thailand 2016—Optimistic View (continued)

Thailand 2016—Optimistic View (continued)

Thailand 2016—Frost & Sullivan View

Thailand 2016—Frost & Sullivan View (continued)

Thailand 2016—Frost & Sullivan View (continued)

Production Forecast

Unit Shipment Forecast

Key Conclusions—Thailand

Key Conclusions—Thailand (continued)

Total Industry Volumes in Indonesia

Total Industry Volumes in Indonesia (continued)

Monthly Sales Trend—Total Vehicles

Monthly Sales Trend—PVs

Trends in PV Segment

Market Shares of Key Participants in the PV Segment

Monthly Sales Trend—CVs

Trends in CV Segment

Market Shares of Key Participants in the CV Segment

Indonesia 2016—Conservative View

Indonesia 2016—Conservative View (continued)

Indonesia 2016—Optimistic View

Indonesia 2016—Optimistic View (continued)

Indonesia 2016—Frost & Sullivan View

Indonesia 2016—Frost & Sullivan View (continued)

Production Forecast in Indonesia

Sales Forecast in Indonesia

Key Conclusions—Indonesia

Key Conclusions—Indonesia (continued)

Total Industry Volumes in Malaysia

Monthly Sales Trend—Total Vehicles

Monthly Sales Trends—PVs

Trends in PV Segment

Market Share in the PV Segment

Profile of Key Market Participant—Honda Malaysia

Monthly Sales Trend—CV Segment

Trends in CV Segment

Market Shares in the CV Segment

Monthly Sales Trend in the Luxury Car Segment

Market Share in the Luxury Car Segment

Profile of Key Market Participant—Mercedes Benz Malaysia

Malaysia 2016—Conservative View

Malaysia 2016—Conservative View (continued)

Malaysia 2016—Conservative View (continued)

Malaysia 2016—Optimistic View

Malaysia 2016—Optimistic View (continued)

Malaysia 2016—Optimistic View (continued)

Malaysia 2016—Frost & Sullivan View

Malaysia 2016—Frost & Sullivan View (continued)

Malaysia 2016—Frost & Sullivan View (continued)

Production Forecast

Unit Shipment Forecast

Key Conclusions—Malaysia

Key Conclusions—Malaysia (continued)

Key Conclusions

Legal Disclaimer

Table of Acronyms

Table of Acronyms (continued)

Table of Acronyms (continued)

2016 Topics Focal Points of ASEAN Program Area

Market Engineering Methodology

Regulatory Developments in Thailand

Emission-based Excise Tax Structure

Emission-based Excise Tax Structure (continued)

Impact of New Emission-based Excise Tax System on TIV

Likely Impact of the New Excise Tax System

Impact of Proposed Change in Excise Tax Mechanism and Calculation

Comprehensive Electric Vehicle Policy

Development of EVs in Thailand

EV Roadmap 2015–2019

Government’s Action Plan for EVs

F&S Perspective on the Impact of Regulatory Developments

F&S Perspective on he Impact of Regulatory Developments (continued)

Key Market Trends Affecting Automotive Market

Key Market Trends Affecting Automotive Market (continued)

Impact of Key Market Trends on Vehicle Segments

Impact of Key Market Trends on Vehicle Segments (continued)

Impact of Key Market Trends on Eco Cars and Non-Eco Mass Cars

Impact of Key Market Trends on Premium Cars

Impact of Key Market Trends on Pickups and CVs

Impact of Key Market Trends on Pickups and CVs (continued)

Impact of Market Trend 1—New Excise Tax Structure

Impact of Market Trend 2—Weak Export Sector

Impact of Market Trend 3—Government’s Stimulus Measures

Impact of Market Trend 4—Deflationary Pressures and Monetary Easing

Impact of Market Trend 5—Depressed Agricultural Output and Weak Prices

Impact of Market Trend 6—Stricter Auto Financing

Impact of Market Trend 7—Growth in Border Trade

Impact of Market Trend 8—Launch of New Models

Impact of Market Trend 9—Changes in Excise Duty Mechanism

Impact of Market Trend 10—Depreciation of Thai Baht

Key Market Trends and their Impact

Key Market Trends and their Impact

Key Market Trends and their Impact (continued)

Impact of Market Trends on Vehicle Segments

Impact of Market Trends on Vehicle Segments (continued)

Impact of Market Trends on LCGCs and MPVs

Impact of Market Trends on LCGCs and MPVs (continued)

Impact of Market Trends on Premium Cars

Impact of Market Trends on CVs

Impact of Market Trends on CVs (continued)

Impact of Market Trend 1—Depreciation of Rupiah

Impact of Market Trend 2—Depressed Commodity Market and Weak Prices

Impact of Market Trend 3—Growing Demand for CUVs and LSUVs

Impact of Market Trend 4—Government’s Stimulus Measures

Impact of Market Trend 5—Launch of New Models and Promotional Campaigns

Impact of Market Trend 6—Improvement in Consumer Confidence

Impact of Market Trend 7—Loose Monetary Policy

Key Market Trends and Impact on Automotive Market

Regulatory Trends—TPP: Overview and Strategic Imperatives

TPP Policy Objectives

TPP Provision for Malaysian Auto Industry

Impact of TPP on 6 Key Areas in Malaysia

Pros and Cons of TPP in Malaysia

TPP Legality and Validation Process

Key Vehicle Segments

Key Market Trends and their Impact on the Automotive Market

Key Market Trends and their Impact on the Automotive Market (continued)

Impact of Market Trends on Vehicle Segments

Impact of Market Trends on PVs (Excluding Luxury Cars)

Impact of Market Trends on Luxury Cars

Impact of Market Trends on CVs

Impact of Market Trend 1—Key Model Launches

Impact of Market Trend 2—NAP Incentives

Impact of Market Trend 3—Infrastructure Projects

Impact of Market Trend 4—Price Increase

Impact of Market Trend 5—Tightening of Credit Approvals

Impact of Market Trend 6—Migration from C Segment to Pick-Ups

Impact of Market Trend 6—Migration from C Segment to Pick-Ups (continued)

Impact of Market Trend 7—Scheduled Discontinuation of CKD Hybrid Incentive

Impact of Market Trend 8—Deferment of Open AP Termination

Impact of Market Trend 9—Deferment/Delay in Fleet Renewal

2016 Market Specifics—Impact and Probability