表紙
市場調査レポート

メキシコにおける自動車部品サプライヤーの分析

Mexican Automotive Supplier Report

発行 IHS SupplierBusiness 商品コード 248996
出版日 ページ情報 英文 313 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=101.50円で換算しております。
Back to Top
メキシコにおける自動車部品サプライヤーの分析 Mexican Automotive Supplier Report
出版日: 2014年06月12日 ページ情報: 英文 313 Pages
概要

メキシコは相対的に低い人件費や戦略的な立地、各国との自由貿易協定(FTA)の積極的な締結などにより、現在では世界有数の自動車生産国となりました。同国は現在、44ヶ国との間で12件のFTAを締結し、さらに環太平洋自由貿易協定(TPP)の加盟予定国ともなっています。メキシコで生産された自動車は主に、米国・カナダ・ラテンアメリカ諸国(ブラジル・アルゼンチンなど)、また一部の欧州・アジア諸国に輸出されています。また、メキシコには多数の熟練労働者や発達したサプライチェーン、良好な投資・輸出環境などがそろっています。政府の経済・金融制度改革を受けて、ビジネス環境は今後さらに改善されていくものと思われます。

当レポートでは、メキシコにおける自動車産業および自動車部品産業について分析し、メキシコ経済のマクロ的状況や、同国内の自動車販売・生産・貿易動向、近年の外資進出状況、自動車部品産業の構造と近年の動向、今後の産業動向見通しなどを調査・考察すると共に、主要な部品サプライヤーのプロファイルを取りまとめてお届けします。

エグゼクティブ・サマリー

第1章 メキシコの優位性

  • 主要経済指標(GDP・消費者需要・工業生産高・国際貿易など)
  • 政治的環境
  • ビジネス環境(法的枠組み、税体系)
  • 株式市場

第2章 メキシコの自動車産業

  • 自動車工場:数と密度
  • 小型車販売台数
  • 主要自動車メーカー
  • 自動車のセグメント
  • 自動車生産の加速化
  • 輸出主導型の市場
  • 自動車部品の輸出
  • 弱いペソ・レートによる輸出の有利化
    • 世界各国からの投資(日本・欧州・米国)

第3章 メキシコ国内のサプライヤー産業

  • 輸出額・輸入額の拡大
  • 外資系企業による自動車部品の独占的生産
  • 国内系の部品サプライヤー
  • 投資額
  • メキシコ国内の研究開発(R&D)能力
  • 完成車メーカーと部品サプライヤーの関係性
  • 部品国産化に向けた継続的努力
  • パワートレインの増産
    • 顧客・市場競争
    • 燃費・経済性
    • 都市化
    • 排出規制の強化
  • メキシコ国内のサプライヤー・パーク
  • 自動車産業のクラスター
  • メキシコ中部での産業成長

第4章 政策と規制

  • マキラドーラ(Maquiladora)計画
  • PITEX(輸出のための一時輸入制度)
  • IMMEX(輸出向け製造業・マキラドーラ・サービス業促進政策)
  • PROSEC(産業分野別生産促進プログラム)
  • 自動車関連の法規制
  • 国際貿易協定
    • NAFTA(北米自由貿易協定)
    • Mexico-Mercosur FTA
  • メキシコ国内の排出規制
  • 自動車メーカー向け優遇策プログラム
  • 自動車の安全性

第5章 将来展望と課題

  • 中古車輸入台数の増加を受けて、メキシコの自動車販売台数は微増に留まる
  • サプライヤー各社の成長の見込み
  • パワートレイン生産台数
  • メキシコは最大の対米自動車輸出国となる
  • 新たな国際貿易協定
  • 保護主義の台頭
  • 人件費は短期的には競争的水準を維持
  • 熟練労働者の採用可能性

第6章 業界関係者へのインタビュー

  • Thomas Karig氏(副社長(企業関係担当)、VW de Mexico)
  • Mike Jackson氏(取締役、IHS Automotive)
  • Alejandro Furas氏(技術担当役員、Latin NCAP)
  • Eugenio Madero氏(CEO、SANLUIS Rassini North America)
  • Herman Morfin氏(取締役(広報担当)、Nissan Mexico)
  • 広報担当者(Gestamp Mexico)
  • Sachin Lawande氏(社長、Infotainment、Harman International)
  • Oscar Albin氏(取締役社長、Industria Nacional de Autopartes (INA))

第7章 サプライヤー調査の項目(全14項目)

  • 自動車メーカー・部品サプライヤーによる投資は、メキシコ国内のインフラ整備につながったか?
  • 国内系サプライヤーは十分な経営改善・研究開発(R&D)を行い、世界の潮流についていっているのか?
  • メキシコの政情不安は、自動車メーカー・部品サプライヤーの増産・R&D計画に影響しているのか?
  • 民間投資の成長率は、メキシコの経済発展に十分な水準と言えるか?
  • メキシコは今後も巨額の直接投資を誘引できる力を保てるのか?
  • メキシコと米国の安全規制の違いは、国内市場での自動車需要にどう影響するのか?
  • メキシコ政府は安全規制強化のために十分努力していると言えるか?
  • メキシコ国内の安全規制が改定されるのはいつごろと予想されるか?
  • メキシコの自動車市場は回復軌道を維持できるか?
  • メキシコの自動車市場の将来的な成長率はどの程度か?
  • メキシコ国内の今後の自動車生産台数はどれだけか?
  • メキシコの自動車生産・輸出台数は今後どうなるのか?
  • 調査回答者の業界内部でのポジション
  • 調査回答者の立地地点

図表一覧

分析対象サプライヤーのプロファイル(全74社)

  • ABC Group
  • アイシン精機
  • Alcoa
  • Alfa
  • Autoliv
  • Benteler
  • Borgwarner
  • Bosch
  • Brembo
  • ブリヂストン
  • Brose
  • カルソニックカンセイ
  • CIE Automotive
  • Condumex Automotive
  • Continental
  • Cooper-Standard
  • Dana
  • Delphi
  • DuPont
  • Dura Automotive
  • Faurecia
  • Ficosa
  • Flex-N-Gate
  • Gestamp
  • GKN
  • Grammar
  • Grupo Bocar
  • Grupo Industrial Armas
  • Grupo Industria Saltillo
  • Grupo Quimmco
  • GST Autoleather
  • HBPO
  • Hella
  • Hutchinson
  • Iochpe-Maxion
  • Johnson Controls
  • Key Safety Systems
  • Lear
  • Le Belier
  • Leoni
  • Linamar
  • Magna
  • MAHLE
  • Martinrea
  • Meritor
  • Metaldyne
  • Metalsa
  • Michelin
  • ミツバ
  • Modine
  • Molex
  • Montupet
  • Peasa Autoparts
  • Plastic Omnium
  • PPG Industries
  • Progress-Werk Oberkirch
  • Remy International
  • SABIC Innovative Plastics
  • サンデン
  • SANLUIS Rassini
  • Schaeffler
  • Stoneridge
  • タカタ
  • Tenaris
  • Tenneco
  • ThyssenKrupp
  • TI Automotive
  • TMD Friction
  • 豊田合成
  • TRW Automotive
  • Valeo
  • Visteon
  • Vitro
  • Webasto
  • 矢崎総業
  • ZF

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次

The latest edition of Mexican Supplier Report offers an informed perspective on the current status and the way ahead for Mexico's automotive industry. Specifically, the report provides an overview and outlook for the country's macroeconomic environment, production, sales, imports and exports of light vehicles (LV) and automotive parts. The report lists all significant investments recently announced by automakers and suppliers that will further augment the country production prowess. IHS forecasts annual light vehicle production in Mexico to grow from 2.92 million units in 2013 to 4.47 million units in 2020, an increase of 53%.

Today, Mexico is one of the world's most competitive production and export hubs for vehicle and parts manufacturers, thanks to its relative low-cost labour, strategic geographical location and a host of free trade agreements (FTAs) with key international markets - the country currently has 12 FTAs covering 44 countries and is a member of the proposed 12-country Trans-Pacific Partnership (TPP), which is expected to open new trade frontiers for the country in future. Currently, cars and commercial vehicles produced in Mexico are mainly exported to the United States, Canada, Latin American countries Brazil and Argentina, and some European and Asian markets.

Mexico also boasts a highly skilled workforce, consolidated supply chain, stable economic and political environment, and favourable investment and export conditions. The general business environment is expected to improve further in future as its federal government plans to implement reforms in the economic and financial system.

The report includes a series of 74 supplier profiles from suppliers either based in Mexico, or the localised operations of global tier-1 and tier-2 suppliers. These profiles provide you with relevant data on corporate strategy, investments, product offerings and contact information built from SupplierBusiness research.

The report leverages IHS SupplierBusiness' WhoSuppliesWhom database of supplier-OEM relationships and also utilises IHS Automotive's Light-Vehicle Production Forecasts; the industry standard for automotive forecasting and analysis.

Table of Contents

Executive Summary

Chapter 1: The Mexico advantage

  • Key economic indicators
    • GDP
    • Consumer demand
    • Consumer confidence
    • Remittances from US
    • Industrial production
    • International Trade
    • Infrastructure
    • Inflation
  • Political environment
  • Business atmosphere
    • Legal framework
    • Tax system
  • Stock market

Chapter 2: Mexican automotive industry

  • Vehicle parc and density
  • Light vehicle sales
  • Leading automakers
  • Vehicle segments
  • Vehicle production gathering momentum
  • An export-oriented market
  • Auto parts exports
  • Weak Mexican Peso giving impetus to exports
    • Investments by automakers
    • Investments by Japanese automakers
    • Investments by European automakers
    • Investments by US automakers

Chapter 3: Supplier industry in Mexico

  • Rising exports and imports
  • Foreign suppliers dominates auto parts production
  • Mexico-based suppliers
  • Investments
  • R&D capability in Mexico
  • OEM-Supplier relations
  • Continuing focius on localisation
  • Increasing powertrain production
    • Customer and competition
    • Fuel price and economy
    • Urbanisation
    • Evolving emission regulations
  • Supplier parks in Mexico
  • Automotive clusters
  • Growth in central Mexico

Chapter 4: Policies and regulations

  • Maquiladora programme
  • Temporary import programme for export (PITEX)
  • Maquiladora manufacturing industry and export services (IMMEX)
  • Sector promotion programme (PROSEC)
  • Automotive decree
  • International trade agreements
    • NAFTA
    • Mexico-Mercosur FTA
  • Emission norms in Mexico
  • Programme to incentivise OEMs
  • Vehicle safety

Chapter 5: Outlook and challenges

  • Vehicle sales in Mexico to grow marginally amid high used car imports
  • Suppliers poised for growth
  • Powertrain production
  • Mexico to become largest vehicle exporter to US
  • New international trade agreements
  • Growing protectionism
  • Labour cost to remain competitive in short term
  • Availability of skilled labour

Chapter 6: Interviews

  • Thomas Karig, vice-president, Corporate Relations, VW de Mexico
  • Mike Jackson, director, IHS Automotive
  • Alejandro Furas, technical director of Latin NCAP
  • Eugenio Madero, CEO SANLUIS Rassini North America
  • Herman Morfin, director, Corporate Communications, Nissan Mexico
  • Corporate Communication - Gestamp Mexico
  • Sachin Lawande, president, Infotainment, Harman International
  • Oscar Albin, executive president, Industria Nacional de Autopartes (INA)

Chapter 7: Supplier survey

  • Has an increase in investments made by several automakers and suppliers put strain on Mexico's available infrastructure?
  • Many global automotive suppliers are following their OEM clients and opening plants in Mexico. Are local suppliers taking enough measures to improve their efficiencies and R&D expertise to keep pace with the global ones?
  • Is political instability affecting automakers' and suppliers' decision to expand their manufacturing and R&D footprint in Mexico?
  • Do you think that private investment is not growing enough to support economic development in Mexico?
  • Mexico drew a record USD35.2 billion in foreign direct investment (FDI) in 2013. Do you think the country will continue to attract huge FDI in the mid-term?
  • Vehicle emission norms in Mexico are at par with the US but mandatory safety norms are not. What impact does this have on vehicle demand in the domestic market?
  • Is the Mexican government taking sufficient steps to implement the mandatory safety norms for vehicles?
  • By when do you anticipate cars sold in the Mexican market to have mandatory safety norms?
  • Vehicle sales returned to pre-recession levels in 2013 of 1.09 million units, three years earlier than previously expected. IHS Automotive forecasts total market sales in Mexico will reach 1.14 million units in 2014. Do you think this is attainable?
  • IHS forecasts the Mexican automotive market to continue with modest growth between 3.4-4.5% for the next five years. Do you agree with this?
  • Mexican vehicle production broke through the 3 million milestone in 2013. Production in 2014 is forecast to increase 9.1% y/y. In quarter 1 this year, production was up 6.5% y/y. Do you agree with this projection?
  • Mexican exports and production are expected to see positive gains in 2014, given the massive influx of FDI in the country from Japan in particular. Do you agree with this prediction?
  • Demographics of respondents: Poisition in the supply chain
  • Demographics of respondents: Area of operation

Figures

  • Figure 1: Mexico's GDP Per Capita and GDP Growth
  • Figure 2: Mexico's Per Capita Income
  • Figure 3: Mexico Consumer Confidence
  • Figure 4: Remittances from Mexican Nationals Working in United States
  • Figure 5: Industrial Production in Mexico
  • Figure 6: US Industrial Production and Mexico's GDP
  • Figure 7: Total FDI in Mexico
  • Figure 8: FDI by Origin Country
  • Figure 9: FDI by Sector 13
  • Figure 10: Mexico - Global Exports and Imports
  • Figure 11: Mexico - Major Export Partners
  • Figure 12: Mexico - Major Import Partners
  • Figure 13: Mexico's Infrastructure
  • Figure 14: Mexico's Population versus Unemployment Rate
  • Figure 15: Movement of Bank Interest Rate with Inflation
  • Figure 16: Movement of peso with US dollar and euro
  • Figure 17: Parameter Rankings for Ease of Doing Business in Mexico
  • Figure 18: Comparative Movement of MEXBOL and Dow Jones
  • Figure 19: NAFTA Light vehicle parc 2009-2013
  • Figure 20: NAFTA Light vehicle density 2009-2013
  • Figure 21: Annual light vehicle sales in Mexico
  • Figure 22: Annual light vehicle sales by country
  • Figure 23: Light vehicle sales market share by automaker, 2009 and 2013
  • Figure 24: Light vehicle sales by automaker
  • Figure 25: Light vehicle sales market share by segment, 2009 and 2013
  • Figure 26: Light vehicle production in Mexico
  • Figure 27: Light vehicle production in Mexico and BRIC countries
  • Figure 28: Light vehicle production market share by automaker, 2009 and 2013
  • Figure 29: Share of light vehicle sales and exports in total production
  • Figure 30: Exports by automakers
  • Figure 31: Country/region share in total LV exports from Mexico
  • Figure 32: Auto parts exports from Mexico
  • Figure 33: Mexican peso, Brazilian real, Japanese yen and euro against the US dollar
  • Figure 34: Auto parts production value in Mexico is expected to reach USD94.7 million by 2019
  • Figure 35: Higher auto parts production is resulting in greater employment opportunity in Mexico
  • Figure 36: Breakup of auto parts production by segment
  • Figure 37: Mexico's export markets for auto parts
  • Figure 38: Mexico's import markets for auto parts
  • Figure 39: Auto parts export and import in Mexico in 2013
  • Figure 40: FDI in Mexico's auto parts industry
  • Figure 41: Engine Production in Mexico
  • Figure 42: Tranmission production in Mexico
  • Figure 43: Mexico's three major automotive clusters
  • Figure 44: OEM Cluster Map
  • Figure 45: Supplier Cluster Map
  • Figure 46: Mexico, Canda and Rest of World's vehicle/parts import and export with the US
  • Figure 47: Mexico's vehicle export to Brazil and vehicle imports from Brazil
  • Figure 48: Mexico's vehicle export to Argentina and vehicle imports from Argentina
  • Figure 49: Deaths by road-user category in 2009
  • Figure 50: Forecast for LV sales in US, LV production in Mexico
  • Figure 51: Light vehicle sales and production outlook for Mexico
  • Figure 52: Market potential of some key process in Mexico
  • Figure 53: Engine production in Mexico
  • Figure 54: Transmission production in Mexico
  • Figure 55: Source of Vehicle Imports for US by Country
  • Figure 56: Average Annual wages by Country
  • Figure 57: Number of Graduates in Mexico

Tables

  • Table 1: Ease of Doing Business Rankings
  • Table 2: Recent Investments by OEMs
  • Table 3: Supplier Presence by Location
  • Table 4: Recent investment by suppliers
  • Table 5: Mercosur member countries (as of June 2014)
  • Table 6: Passenger vehicle emission targets (CO2 g/kg)
  • Table 7: Light-duty truck emission targets (CO2 g/kg)
  • Table 8: Credit values for model year 2013 through 2016 listed in NOM-163: CO2 emissions in grams / km (equivalent in km/l)

This report contains an appendix of 74 profiles of Mexican suppliers or the localised operations of global automotive suppliers.

  • ABC Group
  • Aisin Seiki
  • Alcoa
  • Alfa
  • Autoliv
  • Benteler
  • BorgWarner
  • Bosch
  • Brembo
  • Bridgestone
  • Brose
  • Calsonic Kansei
  • CIE Automotive
  • Condumex Automotive
  • Contiental
  • Cooper-Standard
  • Dana
  • Delphi
  • DuPont
  • Dura Automotive
  • Faurecia
  • Ficosa
  • Flex-N-Gate
  • Gestamp
  • GKN
  • Grammer
  • Grupo Bocar
  • Grupo Industrial Armas
  • Grupo Industrial Saltillo
  • Grupo Quimmco
  • GST Autoleather
  • HBPO
  • Hella
  • Hutchinson
  • Iochpe-Maxion
  • Johnson Controls
  • Key Safety Systems
  • Lear
  • Le Belier
  • Leoni
  • Linamar
  • Magna
  • Mahle
  • Martinrea
  • Meritor
  • Metaldyne
  • Metalsa
  • Michelin
  • Mitsuba
  • Modine
  • Molex
  • Montupet
  • PEASA Autopartes
  • Plastic Omnium
  • PPG Industries
  • Progress-Werk Oberkirch
  • Remy International
  • SABIC Innovative Plastics
  • Sanden
  • SANLUIS Rassini
  • Schaeffler
  • Stoneridge
  • Takata
  • Tenaris
  • Tenneco
  • ThtyssenKrupp
  • TI Automotive
  • TMD Friction
  • Toyoda Gosei
  • TRW Automotive
  • Valeo
  • Visteon
  • Vitro
  • Webasto
  • Yazaki
  • ZF
Back to Top