Market Outlook for Malaysian Rubber Products in th February 2014

Transcription

1 Market Outlook for Malaysian Rubber Products in th February 2014

2 World Economic Scenario

3 World Economic Outlook For 2014 World growth increase from 3% in 2013 to 3.7% in 2014 Advanced economies increase form 1.3% in 2013 to 2.2% in 2014 Emerging economies & developing countries increase from 4.7% in 2013 to 5.1% in 2014 Source: IMF

4 Economic Growth By Countries/Regions, 2014 USA 2.8% EU 1% JAPAN CHINA 1.7% 7.5% INDIA ASEAN 5.1% 5.4% LATIN AMERICA/CARIBBEAN MIDDLE EAST/NORTH AFRICA S. AFRICA 3% 2.8% 3.3% SUB-SAHARAN COUNTRIES Source: IMF 6.1% %

5 World Trade in Rubber Products

6 World Exporters Of Rubber Products, 2012 Malaysia 15 China, 28.8% ROW, 32.5% Spain, 2.3% Total exports US$262.3 billion Germany, 7.3% Thailand, 2.8% France, 3.3% Belgium, 3.5% Netherlands, 3.7% Italy, 4.2%% Japan, 4.8% USA, 6.7%

7 % World Exports Of Rubber Products By Types, Footwear New tyres Articles of rubber Catheters Mattress & support Hoses Gloves Beltings Profiles & sheets Retreaded tyres Others

8 World Imports Of Rubber Products By Destinations, 2012 ROW, 37.1% USA, 20.4% Total Imports US$245 billion Germany, 9.5% France, 5.3% Russia, 3.2% Belgium, 3.3% Canada, 3.6% Netherlands, 3.8% Italy, 4% UK, 4.8% Japan, 5%

9 World Imports Of Rubber Products By Types, 2012 Gloves, 2.6% Beltings, 2.2% Profiles & sheets, 1.4% Balls, 0.9% Mattress & supports, 3.8% Hoses, 3.7% Footwear, 37.1% Catheters, 7.6% Total Imports US$245 billion Articles of Rubber, 9.3% New Tyres, 29.3%

10 Malaysia s Exports and Imports of Rubber Products

11 Exports of Rubber and Rubber Products, (RM billion) Export Rubber Rubber Products Total Total Exports of Malaysia % Share

12 RM billion Malaysia s Rubber Product Exports ( ) CAGR: 6.95%

13 Malaysia s Top Ten Exported Products in 2013 Rank Market Export Value (RM billion) % Share 1 Gloves New Pneumatic Tyres Latex Thread Tubes, Pipes And Hoses Condoms Footwear Catheters Other Articles Of Unhardened Vulcanised Rubber Other Articles Of Apparel And Clothing Accessories Plates, sheets and strip of noncellular rubber

14 RM billion Malaysia s Exports of Gloves ( ) CAGR: 11.17%

15 Export Destination For Our Rubber Products(2013) ROW 51.19% (RM7.52 billion) Brazil 4.11% (RM0.60 billion) USA 27.36% (RM4.01 billion) Malaysia s Exports RM14.68 billion Japan 5.78% (RM0.85 billion) Germany 7.22% (RM1.06 billion) China 4.34% (RM0.64 billion)

16 Malaysia s Imports of Rubber Products

17 Malaysia s Imports of Rubber Products by Destinations, 2013 VIETNAM 4% GERMANY 4% HONG KONG KOREA 2% 2% ROW 11% THAILAND 25% USA 5% SINGAPORE 8% JAPAN 9% CHINA 21% INDONESIA 9% Total Value in 2013 = RM4.64 billion

18 Top Ten Imported Products in 2013 Rank Market Export Value (RM billion) % Share 1 New Pneumatic Tyres Footwear Catheters Other Articles Of Unhardened Vulcanised Rubber Gloves Seals And Gaskets Insulated Wire, Cable And Other Electric Conductors Tubes, Pipes And Hoses Conveyor Belts Or Belting Part And Accesories of Automotive

19 Demand For Rubber Products By The Healthcare Sector

20 World Healthcare Expenditure, 2012 Health care at about 8.7% of global GDP in 2012, expected to reach 20% of global GDP by 2020 USA US$2.8 trillion Total healthcare expenditure US$6 trillion Non-US OECD US$2.6 trillion ROW US$0.6 trillion

21 Millions Population Aged 60 or over (world) 2,000 1,800 1,600 1,400 1,200 1, In 2000, 10% of the global population was aged 60+. By 2015, this will be more than 21%. People aged 60+ utilize 3-5 times more healthcare services than younger people. Research shows that almost all people aged 60+ have one chronic condition, while 50% have two or more chronic conditions. Chronic diseases account for more than 60% of all health spending.

22 Market Overview for RMD CAGR: 8.2% 2009 World Imports US$20.4 billion 2012 World Imports US$25.9 billion

23 Market Outlook for Catheters Aging population in both developed and emerging markets key growth driver for the market. Global Market for Catheters USD 20.4 billion in 2011 USD 33.3 billion in 2017 CAGR of 8.5% from 2011 to 2017 Urological- Dialysis Urinary Foley Intermittent External

24 Malaysia s Position, Catheters US$40 million US$51 million US$71 million US$96 million 2015 US$139 million

25 USD Billion Gloves, Outlook Global Import Value Per capita consumption of gloves: 6 USA 83 pair Russia 7.7 pair China 1.5 pair India 0.6 pair Potential in emerging markets

26 Malaysia s Position, Rubber Gloves US$2.7 billion US$3.2 billion US$3.4 billion US$3.3 billion 2015 US$4.7 billion

27 WHO Studies WHO DG WHO Market Outlook for Condoms The male latex condom is the single, most efficient, available technology to reduce the sexual transmission of HIV and other sexually transmitted infections. Marketing campaigns can double the likelihood of condom use Access to modern contraception is a fundamental right of every woman An estimated 222 million women and girls in developing countries who do not want to get pregnant lack access to contraceptives

28 HIV/AIDS Epidemic Prevalence of HIV among adults aged 15 to 49 Number of People (all ages) Africa 4.6% 23 million Americas 0.5% 3 million South East Asia 0.3% 3.5 million Europe 0.4% 2.3 million Eastern Mediterranean 0.2% 0.56 million Western Pacific 0.1% 1.3 million Global 0.8% 34 million Source: WHO

29 Malaysia Position, Condom US$88 million US$91 million US$111 million US$112 million 2015 US$149 million

30 USD Billion Rubber Automotive Components Global Import Value Key components: Hoses, beltings, seals and o-rings and engine mountings. Major companies include Dana, Delphi, Lear, Meritor, Visteon, Johson Controls, Robert Bosch Continental, DENSO and Aisin Seiki Faurecia and Magna International.

31 Market Outlook for Rubber Automotive Components 2012 Production Toyota Group Volkswagon Group Renault-Nissan General Motors Hyundai Ford Fiat-Chrysler Honda PSA Suzuki-Maruti Production Toyota Group Volkswagon Group Renault-Nissan General Motors Hyundai Ford Fiat-Chrysler Honda Suzuki-Maruti PSA Million unit)

32 Malaysia Position, Rubber Automotive Components US$327 million US$387 million US$389 million *US$276 million 2015 US$470 million *January-September 2013

33 USD Billion Industrial Rubber Goods Global Import Value Key parts: Hoses, belts, bridge bearings, seismic bearings and cables. Major companies include Caterpillar Komatsu Ltd, Hitachi Construction, Hyundai Heavy Machinery, Ingersoll, China First Heavy Industrial.

34 Malaysia Position, Industrial Rubber Goods US$123 million US$164 million US$178 million US$163 million 2015 US$274 million *Jan Sep 2013

35 Market Outlook for Mining & Construction Mining Equipment Increase 8.5% annually through 2015 to $92 billion Construction machinery expand 6.5% annually through 2015 to reach US$150 billion 50% additional demand Asia/Pacific region

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