Discussion on Knowing ASEAN, Understanding RCEP. DENSO International Asia CO., LTD Mr Masao Suematsu December 13 th, DENSO Asia Strategy

Transcription

1 Discussion on Knowing, Understanding RCEP DENSO International Asia CO., LTD Mr Masao Suematsu December 13 th, 2018 DENSO Asia Strategy

2 1.Profile (1)Overall of DENSO デンソーの概要 Established 設立 December 16, 1949 Capital 資本金 billion yen (US$1.8 billion) Revenue 売上高 Consolidated basis 5,108,3 billion yen (US$49.8 billion) Operating Profit 営業利益 Consolidated basis billion yen (US$ 4.0 billion) Employees 従業員数 Consolidated basis 168,813 Affiliates Subsidiaries (38 Countries) 258 関係子会社数 / as of March 31, 2018 DENSO CORPORATION All RightsReserved. 2/8

3 (2)Automotive Fields 自動車分野の主要製品 Environment Hybrid and electric vehicle components, Products for fuel cell vehicles, Gasoline engine management system, Diesel engine management system, Starter, Alternator, Radiator, etc. Safety ( 環境 ) ( 安全 ) Sensing technologies for driving assist systems, Actuator & computer for antilock brake system (ABS) / Electronic stability control (ESC), Adaptive front-lighting system (AFS), Airbag sensors & electronic control units, Periphery monitoring system, instrument cluster, Rain sensor for automatic windshield wiper, etc. Comfort & Convenience ( 快適 利便 ) Car air-conditioning system, Air conditioner for buses, air purifier, Car navigation system, Electronic toll collection system (ETC), Remote security system, Remote touch controller, smart key, Advanced vehicle operation system (AVOS), etc. DENSO CORPORATION All RightsReserved. 3/8

4 2.DENSO Operations in Asia アジア地域における事業概要 Middle-East 1 DSMN No. of Companies 地域本社 RHQ 3 Mfg. Co. 33 生産会社 Sales/R&D Co. 5 販売会社 R&D Total 41 India 7 Middle-East 40 Total 38,980 DNAU 31 DNIN DNHA Thailand 10 Philippines 4 DNKI DTPU DNTH ADTH DNPH DTPH DIIN DSEC SDM SKD TNPH TNSP TNMI DTTH ASTH Singapore 3 DIAT DSTH DIAS DWSG DTAT TNTH TNSG Indonesia 6 Vietnam 2 DNIA DSIA No. of Employees DMVN HDVN HDI AINE (as of Mar 18) Employees TNAI TNIA Cambodia 3 31,870 Malaysia 2 DNKH PGKH (Thailand) (11,000) DNMY NWBM SRKH India 6,990 Myanmar 1 Australia 80 Australia 2 AMM TNAU Bulky products: in each country [Decentralized] バルキー製品 各国生産 Small & High Function products: in a certain country [Centralized] 小型 高機能製品 集中生産 DENSO CORPORATION All RightsReserved. 4/8

5 3.History of Expansion in Asia Economic Situation 国産化規制 域内 FTA Mfg. Co. (Multiple) Mfg. Co. (Single) Consolidated Mfg. Co. Sales Co. 域外 FTA 進展 RHQ/Functional Co. Domestic production FTA outside. AFTA ( 93) (Vehicle import prohibit) (RCEP, ACFTA etc) Car production 200K 420K 330K 840K 1,350K 1,190K 2,240K 2,920K 4,620K DENSO Action 各国生産 Production in each country Complementation Supply to outside Respond to environmental changes Proactive Business Expansion 事業環境変化への対応 相互補完集中生産 域外供給 先手を打つ事業展開 THAILAND 13 社 INDONESIA 6 社 MALAYSIA 3 社 PHILIPPINES 4 社 VIETNAM 2 社 INDIA 5 社 India 7 社 DNTH ( 72) DTTH ( 87) SDM ( 02) DIAT ASTH( 12) TNTH ( 98) ADTH ( 02) ( 07) DNKH ( 13) DSTH ( 02) SKD ( 03) AMM ( 13) DNIA ( 75) AINE ( 97) DSIA ( 04) PGKH ( 14) TNAI&TNIA ( 13) HDI ( 97) DNMY ( 80) TNAU ( 90) NWBM ( 95) Entry into TNSP ( 99) DTPH ( 05) Newly TNPH ( 90) DNPH ( 95) DMVN Emerging ( 01) HDVN ( 08) DNAU ( 89) Areas TNSG ( 90) DIAS ( 98) DSMN ( 10) DNIN ( 93) DNHA&DNKI ( 99) DSEC ( 11) DIIN ( 99) DTPU ( 01) TNMI ( 12) DENSO CORPORATION All RightsReserved. 5/8

6 4.Direction of Denso Business Strategy based on RCEP <FTA/EPA Development in Asia> [1993~2010] 域内で関税自由化 Free trade among (duty zero) <DENSO Countermeasures> Complementation System Establishment [2010~] CHINA KOREA JAPAN INDIA 周辺国で関税自由化 Free Trade promotion with surrounding countries Lowest price proc. across the region AUSTRALIA NEW ZEALAND Great-Asia INDIA [~20??] RCEP +6 AEC(2015) Economic Community 域外との市場融合 CHINA KOREA JAPAN Free flow of Human, Goods,Capital & Service in G-Asia as well as Establish optimum production supply system in Great Asia (2020) Oceania, INDIA Great Asia Whole World Population 660 mil. 2,070 mil. 3,640 mil. 7,660 mil. GDP [$] 4 trillion 10 trillion 34 trillion 104 trillion Car sales [unit] 4.74 mil mil mil mil. <Strategy> 1 st :Enhance competitiveness in 2 nd :Expand to Great Asia 大アジアへの展開 の競争力強化 Utilize RCEP in order to capture the growth of Great Asia economic expansion RCEP 活用による大アジア圏の経済発展の取り込み DENSO CORPORATION All RightsReserved. 6/8

7 5. 1 st Strategy: Enhance competitiveness in 第 1 戦略 : 地域の競争力向上 Japan 1 st G 2 nd G <Leader of Developing countries> Thailand, Indonesia, Malaysia Shift to production of high technology and high value added products by factory automation 自動化率を向上させ 高難度 高付加価値生産にシフト < Developing Countries> Philippines, Vietnam Production expansion for expanding automotive market 新興国 市場拡大に伴う 生産拡充 新興国のリーダー Chain Reaction Strategy (Billiards strategy) 玉突き戦略 3 rd G <New-Developing Countries> Cambodia, Myanmar, Laos Production with low cost structure Provide employment and growth opportunity by establishment of manufacturing basis 新 新興国 Enhance /GMS competitiveness through utilizing New Developing Countries 新 新興国を活用して メコン地域の競争力向上 低コストメリットを活かした生産 製造基盤を新たに創出し 雇用の提供と経済発展に寄与 DENSO CORPORATION All RightsReserved. 7/8

8 6.2 nd Strategy:Global production supply +INDIA(Mfg. cycle) Way of Thinking Expand Strategy to Outside (India, Japan, etc) Parts Supply to China & Global Parts Transfer high value which made only in Japan to Expect Further competitiveness JP Transfer fully-matured s in to India Expect Further competitiveness India (Thailand) <Fully-matured s > Forging Die-cast Machining <High value s> Diesel Gasoline Electrification, especially Thailand will be able to enhance competitiveness by using production circulation involved India and Japan. And then, will be global supply base of auto s. ( 特にタイ ) がインドや日本を活用した生産循環で更なる競争力を高め グローバルの輸出基地を目指す DENSO CORPORATION All RightsReserved. 8/8

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