28 February 2019

Taiwan Production (Brand) : 2017-18

This is a commonly used traditional gesture in Taiwan

In Asia, nurturing and protecting local industry is a very high priority. A classic case is the Taiwanese vehicle industry. 250,000 vehicles were made in 2018, with eleven brands represented, although there are seven producers. Still, that's a lot of manufacturers for a relatively small number actually made.

Kouzui Toyota: They are the biggest with 100,000 units, the Corolla is the largest single model with 49,000 made. Just under 8,000 vehicles are commercial ones.

CMC: The China Motor Corporation make vehicles under the CMC brand, Mitsubishi and Fuso, totaling 47,000 units. The CMC Veryca range of light commercials is the main model with just over 14,000 produced.

Yulon: This company makes Nissan and Luxgen models. The latter is a local brand assembling MPVs and SUVs, but production was down nearly half in 2018, so I wonder what its future is.

Honda: Two years of growth puts it second according to brand name. The CR-V accounts for just over half of the total. Four different models are made here.

Ford Lio Ho: Until recently manufactured for both Ford and Mazda, it's now just for Ford. About half of the total is for the Kuga model. With numbers dropping 27% to just 13,000 in 2018, I wonder what the future holds.

San Yang: Hyundai and Kia are here, but not with much presence. Kia make two models but I can't understand how that can be viable. Hyundai have several, none of which stand out numerically.

Formosa: They make DAF trucks and seem to assemble a reasonable amount of them.
Vehicles
17 18 Brand Units '18 Share +/- Units '17 Share +/-
1 1 Toyota 101,626 40.1% -18% 123,418 42.3% -17%
3 2 Honda 35,830 14.1% 13% 31,692 10.9% 30%
2 3 Nissan 34,076 13.5% -13% 39,176 13.4% -5%
4 4 CMC 22,135 8.7% -8% 23,938 8.2% 1%
5 5 Mitsubishi 19,051 7.5% -4% 19,863 6.8% -2%
6 6 Ford 12,968 5.1% -27% 17,719 6.1% 9%
8 7 Hyundai 10,984 4.3% -3% 11,308 3.9% 4%
7 8 Luxgen 8,354 3.3% -47% 15,699 5.4% -5%
9 9 Fuso 5,990 2.4% 2% 5,845 2.0% 14%
10 10 Kia 1,352 0.5% -33% 2,020 0.7% 120%
11 11 DAF 875 0.3% -1% 885 0.3% -3%

Total 253,241 -13% 291,563 -6%

Data source: TTVMA

Summary: The industry seems rather small for the number of models assembled. I can't see it being an efficient way to provide mobility to a country but it does provide some work and maybe is even a way of limiting the number of cars on the roads.

You didn't believe me, did you?

27 February 2019

Switzerland Premium Sales Comparison : 2016-18


Switzerland is considered a stable country and its car market seems to be the same. The BMW Group hardly changed its sales volume for the past three years, with Mercedes and Audi moving around a little more. It's toward the bottom end there is more going on.

Alfa Romeo has gone past Tesla and Porsche with the others also tussling with each other. That said overall its not exactly seismic in performance. German marques are well entrenched and the likes of Volvo and JLR are too far adrift to mount an offensive.

Years Brands 2018 % 2017 % 2016 %
16 17 18 Total 98,269 -2.7 101,029 4.9 96,274 13.7
1 1 1 BMW Group 30,001 30.5 30,605 30.3 30,047 31.2

BMW 24,289 24.7 24,916 24.7 24,780 25.7
Mini 5,712 5.8 5,689 5.6 5,267 5.5
2 2 2 Mercedes 25,661 26.1 26,081 25.8 23,842 24.8
3 3 3 Audi 18,378 18.7 20,618 20.4 19,582 20.3
4 4 4 Volvo 8,122 8.3 7,497 7.4 7,130 7.4
5 5 5 JLR 5,767 5.9 4,841 4.8 5,732 6.0

Land Rover 3,809 3.9 3,546 3.5 3,941 4.1
Jaguar 1,958 2.0 1,295 1.3 1,791 1.9
8 7 6 Alfa Romeo 3,617 3.7 3,288 3.3 1,509 1.6
6 6 7 Porsche 3,565 3.6 3,965 3.9 4,240 4.4
7 8 8 Tesla 1,463 1.5 2,024 2.0 1,701 1.8
9 10 9 Lexus 734 0.7 689 0.7 861 0.9
10 9 10 Maserati 600 0.6 917 0.9 783 0.8
12 12 11 Cadillac 233 0.2 218 0.2 228 0.2
11 11 12 Infiniti 128 0.1 286 0.3 619 0.6

26 February 2019

India Production (Brand) : 2017-18

Tata Tiago (Parking style not recommended)

Now that total vehicle production has passed 5 million, you would think that import duty would be reduced or eliminated in India, right? Er, no. Which makes me wonder why it exists other than as too often protectionism. Mind you the world - especially Asia - is rife with this very mentality. Lip service is paid to two way trade while the opposite is reality. The fact is the industry is now robust and not requiring this sort of assistance.

The data below excludes assembly of premium marques either because it isn't available or the local content isn't sufficient to be counted. The numbers are small anyway. What we do see is the run away success of Suzuki, which has over a third of the total number of vehicles made. The fact that it is done almost exclusively with cars is all the more impressive. Several models contribute so that adds stability to the numbers.

Local brand Tata comes in second, with commercial vehicles being the major part of its operation. Hyundai is a car producer at three and another domestic company Mahindra has a mixture of passenger cars and commercial vehicles. Jeep is a new entrant to manufacturing and the Compass is the model they are currently assembling.

Vehicles
17 18 Brand Units '18 Share +/- Units '17 Share +/-
1 1 Suzuki 1,874,775 36.2% 8% 1,732,848 36.3% 15%
3 2 Tata 720,380 13.9% 36% 527,867 11.0% 0%
2 3 Hyundai 713,059 13.8% 5% 678,106 14.2% 2%
4 4 Mahindra 532,289 10.3% 14% 466,194 9.8% 4%
5 5 Ford 263,156 5.1% -2% 268,706 5.6% 11%
7 6 Ashok Leyl 203,431 3.9% 27% 160,208 3.4% 10%
6 7 Honda 165,931 3.2% -2% 168,496 3.5% 6%
8 8 Toyota 160,905 3.1% 5% 153,527 3.2% 5%
9 9 VW 94,647 1.8% -32% 139,146 2.9% 2%
10 10 Renault 93,600 1.8% -27% 128,181 2.7% -9%
11 11 GM 77,831 1.5% -11% 87,809 1.8% 27%
13 12 Eicher 74,819 1.4% 26% 59,202 1.2% 6%
12 13 Nissan 64,559 1.2% -20% 81,051 1.7% -32%
14 14 Datsun 41,243 0.8% -14% 47,941 1.0% -4%
17 15 Jeep 27,853 0.5% 66% 16,760 0.4% n/a
15 16 Force 25,790 0.5% 0% 25,717 0.5% -7%
16 17 Isuzu 20,623 0.4% 23% 16,802 0.4% 1%
18 18 Škoda 16,004 0.3% -3% 16,546 0.3% 20%
19 19 Piaggio 1,689
-40% 2,816
-25%

Other 3,506 4,742

Total 5,174,401 8% 4,779,849 6%