从内燃机汽车向电池电动汽车的供应链转型.pdf

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1、Copyright 2022 APEC SecretariatSupply Chain Transformation from Internal Combustion Engine Vehicles to Battery Electric VehiclesSompol Tanadumrongsak,President,Thai Auto-Parts Manufacturers Association(TAPMA)APEC AD 362022.09.13Copyright 2022 APEC SecretariatThailand Automotive Industry StructureFor

2、eign operators owning 90%Foreign Majority 65%Thai Majority 15%Pure Thai 20%Pure Thai 50%Thai Majority 20%Foreign Majority 30%100,000 workers450,000 workersAssemblers18 Car makers8 Motorcycle makersTier 1709 CompaniesTier 2 and Tier 31,700 CompaniesLSEsLargeScaleEnterprisesSMEsSmall&MediumEnterprises

3、Copyright 2022 APEC SecretariatThailand Automotive Industry StructureSUPPORTING INDUSTRY(Machinery,Equipment&Devices,Mold Die,Jig Fixture)Parts manufacturers (450,000workers)Supporting industries(100,000workers)Vehicles Assemblers(100,000workers)Dealer,Service center(200,000workers)UPSTREAM INDUSTRY

4、(Steel,Plastics,Rubber,Electronics,Glass,Textiles,Leather,Chemicals,Oil,Coating,and Galvanized Metal)Strong Cluster&Supply Chain StructureSERVICEINDUSTRY Distribution Finance Testing Consulting Logistics Banking/LeasingPOLICY&SUPPORTINGBODY Government Associations/Institutes Universities/Technical C

5、ollegesTIER 2&3SME(Local suppliers)(1,700 companies)Stamping,plastics,rubber,machining,casting,forging,function,electrical,trimmingTIER 1Vehicle parts(386 companies)Vehicle&Motorcycle parts(122 companies)Motorcycle parts(201 companies)Engines,Drivetrains,Steering,Suspensions,Brake,Wheels,Tires,Bodyw

6、orks,Interiors,Electronics andElectric systemsASSEMBLERPassenger&Pick-up(18 companies,23 factories)Motorcycle(8 companies,8 factories)Copyright 2022 APEC SecretariatPart Manufactured in Thailand1.The Chassis2.Engine3.Transmission System4.The Car Body5.Steering system6.Lubrication System7.Cooling Sys

7、tem8.Ignition System9.Electrical System10.Battery11.Alternator12.Radiator13.Power Train14.Clutch15.Drive Shaft16.Differential17.Axles18.Suspension System19.Shock Absorber20.Braking System21.Wheel/Tire22.Speedometer23.Seat Belt24.Gear Shift25.Windshield/Windscreen26.Windshield Wipers27.Headlights28.T

8、ail Lights/Turn Signal29.Car Hood30.Trunk31.Catalytic Converter32.Muffler33.Tailpipe34.Fuel Tank35.Fuel gauge36.Temperature gauge37.Car trip meter38.Rev counter39.License Plate40.AccessoriesMain auto-part component of ICE 30,000 pcs/unitREF:https:/ 2022 APEC SecretariatThe Automotive for The FutureK

9、ey Technology Components1.Lithium Battery2.Motor Drive3.Control Unit/Drive Control Unit(DCU)4.InverterKey Concerned Factors1.Domestic and global vehicle demand2.Sufficient electric charging stations3.Energy for peak time hour4.Adequate energy sources 5.Recycling waste management6.Inconsistent previo

10、us government policies HEVICEPHEVBEVFCVCopyright 2022 APEC SecretariatBEV vs.Supply Chain1.The Chassis2.Engine3.Transmission System4.The Car Body5.Steering system6.Lubrication System7.Cooling System8.Ignition System9.Electrical System10.Battery11.Alternator12.Radiator13.Power Train14.Clutch15.Drive

11、Shaft16.Differential17.Axles18.Suspension System19.Shock Absorber20.Braking System21.Wheel/Tire22.Speedometer23.Seat Belt24.Gear Shift25.Windshield/Windscreen26.Windshield Wipers27.Headlights28.Tail Lights/Turn Signal29.Car Hood30.Trunk31.Catalytic Converter32.Muffler33.Tailpipe34.Fuel Tank35.Fuel g

12、auge36.Temperature gauge37.Car trip meter38.Rev counter39.License Plate40.AccessoriesMain auto-part component of ICE 30,000 pcs/unitREF:https:/ auto-part component of BEV 3,000 pcs/unit1.Battery2.Traction Motor3.Compressor for Air Condition4.BMS5.DCU6.On-board Charger7.EV Charging Equipment8.DC/DC c

13、onverter9.Inverter10.Portable EV Changer11.Electric Circuit Breaker12.EV Smart Charging System13.Front/Rear Axle for EV button14.High Voltage Harness15.Reduction Gear16.Battery Cooling System17.Regenerative Braking System1.The Chassis2.Engine3.Transmission System4.The Car Body5.Steering system6.Lubr

14、ication System7.Cooling System8.Ignition System9.Electrical System10.Battery11.Alternator12.Radiator13.Power Train14.Clutch15.Drive Shaft16.Differential17.Axles18.Suspension System19.Shock Absorber20.Braking System21.Wheel/Tire22.Speedometer23.Seat Belt24.Gear Shift25.Windshield/Windscreen26.Windshi

15、eld Wipers27.Headlights28.Tail Lights/Turn Signal29.Car Hood30.Trunk31.Catalytic Converter32.Muffler33.Tailpipe34.Fuel Tank35.Fuel gauge36.Temperature gauge37.Car trip meter38.Rev counter39.License Plate40.AccessoriesCopyright 2022 APEC SecretariatTH Government Promotion Scheme BOI Main auto-part co

16、mponent of BEV 3,000 pcs/unit1.Battery2.Traction Motor3.Compressor for Air Condition4.BMS5.DCU6.On-board Charger7.EV Charging Equipment8.DC/DC converter9.Inverter10.Portable EV Changer11.Electric Circuit Breaker12.EV Smart Charging System13.Front/Rear Axle for EV button14.High Voltage Harness15.Redu

17、ction Gear16.Battery Cooling System17.Regenerative Braking SystemSource:The Board of Investment of Thailand BOICopyright 2022 APEC SecretariatAUTO PARTS MANUFACTURER CLASSIFICATIONTier 2 and 3Tier 11Main goal:Future Automotive2Main goal:Current Automotive Robotics and Automation Rail systemMain goal

18、:Future Automotive3Main goal:Robotics and Automation Rail system41Both the fund and the potential in the Future Automotive Industry3No fund but has the potential in the Future Automotive Industry2Funding supported by Automotive Manufacturers and adaptable.4Neither the fund nor the potential in the F

19、uture Automotive IndustryCopyright 2022 APEC SecretariatWhich is possible next S-Curve for Auto-part maker?Robotics and AutomationFuture AutomotiveRail systemAuto-parts REMCopyright 2022 APEC SecretariatFrom Automotive parts makerto The Boat,Bus,Minibus.Thailands Supply Chain Transformed From Body p

20、arts maker to EV Motorcycle.From Motorcycle parts makerto The Dental System.From SME parts maker to Automation system and Machine.From the manufacture of automotive partsto EV Tricycle(EV).Copyright 2022 APEC SecretariatWorld vehicles Production(By Segment)DATA UPDATE 2022-08-25Worldwide automobilep

21、roduction from 2012 to 2022(in million vehicles)81.8684.5686.6487.8891.9695.9995.1590.7476.0678.0446.4087.3090.6092.4093.0094.2001020304050607080901002012201320142015201620172018201920202021202220232024202520262027Millions vehiclesUnclassifiedPickup TruckSUVMPVFEDCBAForcase:IHS MarketCopyright 2022

22、APEC SecretariatWorld vehicles in use(By Area)Worldwide automobile salefrom 2012 to 2022(in million vehicles)DATA UPDATE 2022-08-251,1051,1871,2721,3591,4501,5421,6341,7231,8001,8791,9252,0132,1032,1962,2892,383427.5467.0508.4551.1597.2643.3689.0732.2771.6813.1837.230.131.031.932.833.534.235.035.736

23、.337.037.5286.1303.8322.7342.5362.5382.2402.1421.6438.2455.3465.873.980.285.990.895.4100.8106.3111.5115.4119.6122.1287.8305.4323.4342.0361.5381.7401.9422.1438.2454.1462.6-500 1,000 1,500 2,000 2,5002012201320142015201620172018201920202021202220232024202520262027MillionsGrand Total1 Asia/Oceania/Midd

24、le East2 Africa3 North America4 Central&S.America5 EuropeForcase:IHS MarketCopyright 2022 APEC SecretariatAutomotive Aftermarket Size,2019 to 2030408.50559.90392.35529.88560.00855.00721.151167.09020040060080010001200201920202021202220232024202520262027202820292030USD BILLIONCAGR 3.4%CAGR 3.8%CAGR 6.

25、4%CAGR 5.49%27.27.7676Trillion Baht42.42.0202Trillion Baht15.2317.4416.1313.2916.828.40020040060080010001200Automotive parts Thailand Export,YE2017 to 2022-6M302.4Billion BahtCopyright 2022 APEC SecretariatImpact of Climate ChangeMega Trends/Mega ForcesGlobal Goal towards Net Zero Emissions89 countr

26、iesworldwide have set such a target,either in law or in a policy document.And several countries have proposed-or are considering-a net zero target.Regulations Drive(Jan 2022)California-First US state to set requirement of recycled plastic.Plastic Beverage bottles on sale must contain at least 15%rec

27、ycled plastics,25%in 2025 and reach 50%in 2030(2020)Spain/Italy impose TAX E450/mt disposable plastic and Ban on Plastic bags except composting or 70%recycled bags(2025)Plastic packaging waste recycling rate 50%(2025)EU consumption of recycled plastic 10M TPY(2030)All plastic packaging reusable or r

28、ecyclable(Jul 2020)Ban on plastic bag except 25%bio-based content or biodegradableUSAJAPANEUCopyright 2022 APEC SecretariatImpact of Climate ChangeMitigation ActionsSecondary First approach,BMW Group plans to successively raise this figure to 50 percent.Secondary raw materials in its car fleet by an

29、 average of 40 percent by 203020%Recycled or renewable plastics in vehicles by 202570%Recycled or renewable plastics in vehicles by 2050100%Recycled or renewable plastics in vehicles by 2050Copyright 2022 APEC SecretariatFactoryTargetElectric VehicleTarget20252030203520402045205020252030203520402045

30、20502051Carbon NeutralityLaunch xEVmodel by 202570%-100%xEV saleCO2-25%vs 2013 by 2030CO2-40%vs 2010 by 2040CO2-40%vs 2013 by 2030100%CO2-80%vs 2016 by 2050100%100%100%xEV sale with 5%BEVAll model have xEV option100%xEV sale40%xEV sale50%xEV sale50%xEV saleSector Climate Ambition 100%2039100%100%CO2

31、-80%Scope 1&250%xEV sale50%xEV sale203040%xEV sale2030100%xEV sale40%xEV salePHEV 2026BEV 203080%xEV saleCopyright 2022 APEC SecretariatCorporate Strategy and BCG ModelBCG economy modelCopyright 2022 APEC SecretariatCorporate Strategy and BCG ModelCOMMUNICATIONCommunication of the target to stakehol

32、der in value chainCOLLABORATIONStakeholder engagement and collaborationCULTURECreate a green culture leading to a sustainable business with social responsibilityCOMMITMENTDemonstrate commitment to policy and development goalsCorporate Strategy(4C)Apec.orgAPECnewsAPECRebecca_APECapecAPECAPEC-Asia-Pacific Economic CooperationFind out moreAPEC Online and Social MediaCopyright 2022 APEC Secretariat