韓國汽車工業(yè)市場前景及投資研究報告-外文版培訓課件2024.8小米SU7吉利

INDUSTRIES

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MARKETSAutomotiveindustryinSouthKoreaCHAPTER

01OverviewGlobalpassengervehicleproductionin2023,bycountryLeadingpassengervehicleproducersworldwide2023Globalmarketshare0%5%10%15%20%25%30%35%ChinaU.S.32.5%13%Japan9.1%India5.8%5.2%4.9%4.7%GermanySouthKoreaMexicoBrazil2.8%3Description:In2023,theglobalpassengervehicleproductionreachedsome79millionunits.Nearly33percentofthesevehicleswereproducedinChinathatyear.Germanyaccountedforapproximatelyfivepercentoftheglobalproductionin2023.

ReadmoreNote(s):Worldwide;2023Source(s):VDALeadingmotorvehiclemanufacturersworldwidein2023,basedonsalesworldwide(inmillionunits)Rankingofmotorvehiclemanufacturersworldwidebyglobalsales20231211.231089.247.36420ToyotaVolkswagenGroupHyundaiMotorGroup4Description:Ataround11.2millionunits,theToyotaMotorCorporationremainedaboveitslargestrival,theVolkswagenGroup,astheworld'slargestmanufacturerofmotorvehicles.Bothmanufacturerssellmotorvehiclesundervariousbrands.WhileToyota'ssalestallyincludessalesofitsDaihatsuandHinobrands,theVolkswagenGroupdeliveredsome9.24millionvehicles,includingsedans,sport-utilityvehicles,andcompactcarsunderitstoppassengercarbrands,aswellastrucksunderitsfour[...]

ReadmoreNote(s):Worldwide;2023Source(s):Varioussources;Website()ValueaddedbytheautomotiveindustryinSouthKoreafrom2015to2022(intrillionSouthKoreanwon)ValueaddedbytheautomotiveindustrySouthKorea2015-20228071.227062.9560.88605040302010056.5355.155.4154.7653.3201520162017201820192020202120225Description:In2022,thevalueaddedbytheSouthKoreanautomotiveindustryamountedtoaround71.2trillionSouthKoreanwon.Thiswasanincreasefromthepreviousyear,andthehighestfigurerecordedduringthesurveyedperiod.

ReadmoreNote(s):SouthKorea;2015to2022;carandtrailermanufacturersSource(s):KOSIS;StatisticsKoreaNumberofcompaniesintheautomotiveindustryinSouthKoreafrom2015to2022NumberofautomotivecompaniesSouthKorea2015-20226,0004,8965,0004,0003,0002,0001,00004,7244,6664,6054,5144,2744,2724,217201520162017201820192020202120226Description:In2022,therewere4,272automotivecompaniesinSouthKorea,whichwasaslightdecreasecomparedtothepreviousyear.Since2020,thenumberofautomotive-relatedcompaniesinthecountryremainedstable.

ReadmoreNote(s):SouthKorea;2015to2022;carandtrailermanufacturersSource(s):KOSIS;StatisticsKoreaNumberofemployeesintheautomotiveindustryinSouthKoreafrom2015to2022(in1,000s)AutomotiveindustryemploymentsizeSouthKorea2015-2022400361.03354.5351.79351.32336.4336.84335.635030025020015010050333.620201520162017201820192020202120227Description:In2022,thenumberofemployeesintheSouthKoreanautomotiveindustrywasaround335.6thousandpeople.Thenumberofpeopleemployedinautomobile-relatedjobshasbeenrelativelystablesince2020.

ReadmoreNote(s):SouthKorea;2015to2022;carandtrailermanufacturersSource(s):KOSIS;StatisticsKoreaCHAPTER

02InternationaltradeValueofautomotiveexportsfromSouthKoreafrom2000to2023(inbillionU.S.dollars)AutomotiveexportvalueSouthKorea2000-202375655570.8654.0749.748.948.2

48.446.846.474545.243.243.14541.740.940.23837.137.435.232.7352515523.3516.4815.32

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20239Description:In2023,theexportvalueofautomotiveproductsamountedtoaround70.86billionU.S.dollars.Thiswasanincreasefromthepreviousyear,andalsothehighestvalueofautomotiveexportsthecountryhadseenduringthesurveyedperiod.

ReadmoreNote(s):SouthKorea;2000to2023Source(s):KAMA;KoreaInternationalTradeAssociation;StatisticsKoreaValueofautomotiveimportstoSouthKoreafrom2000to2023(inbillionU.S.dollars)AutomotiveimportvalueSouthKorea2000-20231816141210815.8615.3714.2513.0712.11210.910.710.597.647.176.25.815.8765.14.734.184.23.623.54203.072.121.842000

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202310Description:In2023,theimportvalueofautomotiveproductsamountedto15.86billionU.S.dollars.Thiswasanincreasefromthepreviousyear,andthehighestrecordedfigurefromthesurveyedperiod.

ReadmoreNote(s):SouthKorea;2000to2023Source(s):KAMA;KoreaInternationalTradeAssociation;StatisticsKoreaNumberofpassengercarsexportedfromSouthKoreafrom2012to2023(in1,000s)PassengercarexportsfromSouthKorea2012-20233,5003,0122,9482,9193,0002,5002,0001,5001,0005002,8212,6722,5062,4152,3422,3132,2171,9601,765020122013201420152016201720182019202020212022202311Description:TheSouthKoreanautomotiveindustryhaslongbeenanindicatorofthecountry'seconomicgrowthwithexponentialgrowthacrossthedecades.AsKoreaasanexport-orientedmanufacturingeconomy,manyofthecarsproduceddomesticallywereearmarkedforsaleoverseas.Exports,unfortunately,havebeenfallingoverthepastseveralyears.Approximately2.67millionpassengercarswereexportedin2023,significantlyreducedfromthemorethanthreemillionvehiclesexportedin2012.[...]

ReadmoreNote(s):SouthKorea;2012to2023Source(s):KAMANumberofcommercialvehiclesexportedfromSouthKoreafrom2012to2023(in1,000s)CommercialvehicleexportsfromSouthKorea2012-2023250216200158152143150100501401151079488827965020122013201420152016201720182019202020212022202312Description:In2023,around94thousandunitsofcommercialvehicleswereexportedfromSouthKorea.Includingpassengervehicles,carexportsfromSouthKoreahavebeenincreasinginrecentyearsafteradropduringtheCOVID-19pandemic.

ReadmoreNote(s):SouthKorea;2012to2023Source(s):KAMANumberofimportedcarsregisteredinSouthKoreafrom1987to2023ImportedcarregistrationnumberSouthKorea1987-2023300,000250,000200,000150,000100,00050,000013Description:Over271,000importedcarsweresoldinSouthKoreain2023,aslightdecreasefromthepreviousyear,whichwasthebestsalesfiguressincetheimportandsaleofforeigncarswerepermittedin1987.SalesbytheGermanautomakersmadeuphalfofthetotalsalesin2018,andGermanautomakersinallsoldover150thousandcarsin2018.Meanwhile,domesticautomakerssuchasHyundaiandKiasoldover1.5millioncars,slightlyfewerthaninthepreviousyear.Openingupthe[...]

ReadmoreNote(s):SouthKorea;1987to2023Source(s):KAIDACHAPTER

03ProductionandsalesNumberofvehiclesmanufacturedinSouthKoreafrom2009to2023(inmillionunits)VehicleproductionSouthKorea2009-20235.04.664.564.564.524.524.54.03.53.02.52.01.51.00.50.04.274.234.244.114.033.953.763.513.513.4620092010201120122013201420152016201720182019202020212022202315Description:In2023,around4.24millionunitsofvehiclesweremanufacturedinSouthKorea.Thiswasanincreasefromabout3.76millionunitsinthepreviousyearandthehighestfigurerecordedsince2015.ReadmoreNote(s):SouthKorea;2009to2023;includespassengercarsandcommercialvehiclesSource(s):KAMANumberofvehiclesmanufacturedinSouthKoreafrom2009to2023,bytype(in1,000units)VehicleproductionSouthKorea2009-2023,bytypePassengercarsCommercialvehicles5,0004,5004,0003,5003,0002,5002,0001,5001,0005004353944203984004053683343803673383183542952994,2214,1674,1224,1244,1353,8663,85920163,9083,7353,6613,6123,4383,1583,2113,16202009201020112012201320142015201720182019202020212022202316Description:TheSouthKoreanautomobileindustryhaslongbeenanindicatorofthecountry'seconomicgrowth,exponentiallygrowingfordecades.Thisgrowthwasquiteevidentinthenumberofvehiclesproducedperyear,whichpeakedataround4.66millionin2011.Sincethen,annualproductionremainedstableataround4.5millionvehiclesperyear,beforeproductionbegantodeclinein2016.ReadmoreNote(s):SouthKorea;2009to2023Source(s):KAMATotalnumberofdomesticvehiclessoldinSouthKoreafrom2012to2023(in1,000s)TotalsalesofdomesticvehiclesSouthKorea2012-20231,8001,6001,6111,6001,5891,5601,5521,5381,4631,4571,4401,4101,3951,3831,4001,2001,000800600400200020122013201420152016201720182019202020212022202317Description:In2023,around1.46millionunitsofvehiclesincludingpassengercarsandcommercialvehiclesweresoldinSouthKorea.DomesticcarsaleswereonaslightdecreaseaftertheCOVID-19pandemic.

ReadmoreNote(s):SouthKorea;2012to2023;passengercarsandcommercialvehiclesproducedbydomesticcarmakersSource(s):KAMANumberofdomesticpassengercarssoldinSouthKoreafrom2012to2023(in1,000s)DomesticpassengercarsalesSouthKorea2012-20231,6001,3741,4001,3431,3261,2961,2971,2941,2221,2131,2121,1751,1641,2001,00080060040020001,13720122013201420152016201720182019202020212022202318Description:In2023,about1.22millionpassengercarsweresoldinSouthKorea.Thesalesofsuchcarsinthecountryincreasedcomparedtothepreviousyear.

ReadmoreNote(s):SouthKorea;2012to2023;vehiclesproducedbydomesticcarmakersSource(s):KAMANumberofdomesticcommercialvehiclessoldinSouthKoreafrom2012to2023(in1,000s)DomesticcommercialvehiclesalesinSouthKorea2012-202330026226325625424924624425020015010050236234234230228020122013201420152016201720182019202020212022202319Description:In2023,about234thousandcommercialvehiclesweresoldinSouthKorea.Thiswasaboutthesamefigureasrecordedin2012.ReadmoreNote(s):SouthKorea;2012to2023;vehiclesproducedbydomesticcarmakersSource(s):KAMAVehicleproductionvolumeofSouthKoreancarmanufacturersin2023(in1,000units)VehicleproductionvolumeofSouthKoreancarmanufacturers2023Productionvolumeinthousandunits600

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8.5120Description:In2023,around1.95millionvehiclesweremanufacturedbyHyundai,whilefellowHyundaiMotorGroupautomakerKiaproducedabout1.6millionunits.Overall,approximately4.24thousandvehicleswereproducedinSouthKoreathatyear.

ReadmoreNote(s):SouthKorea;2023Source(s):KAMA;MOTIE(SouthKorea)CHAPTER

04DomesticautomakersHyundaiMotorCompany'ssalesrevenueinFY2011toFY2023(inbillionSouthKoreanwon)HyundaiMotorCompany'ssalesrevenue2011-2023180,000160,000140,000120,000100,000162,664142,152117,611104,746103,99896,37696,81393,64991,95989,25687,30884,47077,79880,00060,00040,00020,0000201120122013201420152016201720182019202020212022202322Description:Hyundaireportedsalesrevenueof162.7trillionSouthKoreanwon(orabout125.6billionU.S.dollars)in2022.Foundedin1967,HyundaiwouldgoontomanufacturethefirstSouthKoreancar.Thepassengercarsegmentisthelargestcontributortothecompany'srevenue.ReadmoreNote(s):Worldwide;FY2011toFY2023Source(s):HyundaiKiaCorporation'srevenuefromFY2009toFY2023(intrillionKoreanwon)KiaCorporation:revenue2009-202312099.8110080604020086.5669.8659.1758.1554.1753.5452.7149.5247.2447.647.143.19201135.83201029.26200920122013201420152016201720182019202020212022202323Description:Kia'srevenueoverallincreasedbetweenthe2009and2023fiscalyears.Inthe2023fiscalyear,theKiaMotorsCorporationgeneratedapproximately99.8trillionKoreanwoninrevenue.

ReadmoreNote(s):Worldwide;FY2009toFY2023Source(s):KiaMotorsRevenueofGeneralMotorsKoreainSouthKoreafrom2016to2023(intrillionSouthKoreanwon)RevenueofGMKoreaSouthKorea2016-20231613.731412.311210.911089.349.018.458.56.9764202016201720182019202020212022202324Description:In2023,GeneralMotorsKoreapostedarevenuethatamountedtoaround13.7trillionSouthKoreanwon,increasedfromaroundnicetrillionwoninthepreviousyear.Inrecentyears,therevenueofGMKoreahassteadilydeclineduntilitincreasedagainin2022.GMKoreawasasubsidiaryofGeneralMotors,andofferedtheChevroletandCadillacbrandstoSouthKoreanconsumers.ReadmoreNote(s):SouthKorea;2016to2023;consolidatedSource(s):DART;GMKoreaRevenueofRenaultKoreafrom2016to2023(intrillionSouthKoreanwon)RevenueofRenaultKorea2016-20238765432106.716.255.64.864.683.863.43.292016201720182019202020212022202325Description:In2023,therevenueofRenaultKoreaamountedtoaround3.29trillionSouthKoreanwon.Althoughthiswasaslightincreasecomparedtothepreviousyear,overall,thecompanyexperiencedadecreaseinsalesinrecentyears.AsubsidiaryofGroupeRenault,RenaultKoreahadacarproductionfacilitylocatedinthecityofBusaninSouthKorea.ReadmoreNote(s):SouthKorea;2016to2023Source(s):DART;RenaultKoreaSalesrevenueofKGMobilityfrom2014to2023(intrillionSouthKoreanwon)SalesrevenueofKGMobility2014-20234.03.743.73.633.623.493.423.393.53.02.52.01.51.00.50.03.312.952.43201420152016201720182019202020212022202326Description:In2023,KGMobility'ssalesrevenueamountedtoapproximately3.74trillionSouthKoreanwon.Thiswasanincreasefromthepreviousyear,andthehighestfigurerecordedduringthepastdecade.FormerlyknownasSsangyongMotor,thecompanyofficiallychangeditsnamein2023.ReadmoreNote(s):Worldwide,SouthKorea;2014to2023Source(s):DART;KGMobilityRevenueofTataDaewooCommercialVehicleinSouthKoreafromfinancialyear2017to2024(inbillionSouthKoreanwon)RevenueofTataDaewooSouthKoreaFY2017-20241,2001,031.771,0001,010.03937.89880.74868.268006004002000651.36549.33537.75FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY202427Description:Infinancialyear2024,therevenueofTataDaewooCommercialVehicleCo.,Ltd.amountedtoaroundonetrillionSouthKoreanwon.Thecompanyexperiencedaconsiderableincreaseinsalescomparedtothepreviousyear.Originally,thetruckdivisionofthenow-defunctDaewooMotors,TataDaewoomanufacturedcommercialtrucksandwasoneofthetwoproducersofsuchvehiclesinSouthKoreaalongsideHyundaiMotorCompany.

ReadmoreNote(s):SouthKorea;FY2017toFY2024Source(s):DART;TataDaewooCHAPTER

05LeadingmodelsLeadingsubcompactvehiclesinSouthKoreain2023,byunitsalesBestsellingsubcompactcarsSouthKorea2023Salesinunits05,00010,00015,00020,00025,00030,00035,00040,00045,00050,00047,203Ray(Kia)Casper(Hyundai)TheNewMorning(Kia)Morning(Kia)45,45112,97912,900RayEV(Kia)3,727Spark(Chevrolet)1,41929Description:In2023,theKiaRaywasthebestsellingsubcompactcarinSouthKoreawithover47thousandunitsales.InsecondplacewastheCasperfromHyundaiMotor.TheKiaMorninganditsfaceliftedversion,theNewMorning,achievedcombinedunitsalesofaround25.9thousandunitsthatyear.ReadmoreNote(s):SouthKorea;2023Source(s):Danawa;KAIDA;KAMALeadingcompactvehiclesinSouthKoreain2023,byunitsalesBestsellingcompactcarsSouthKorea2023Salesinunits05001,0001,5002,0002,5003,0003,5004,000Hatch(Mini)Clubman(Mini)Electric(Mini)3,6292,076583562Convertible(Mini)BoltEV(Chevrolet)e-208(Peugeot)24823530Description:In2023,theMiniCooperHatchrecordedaround3.6thousandunitsalesinSouthKorea.TheGermancarbranddominatedthesegmentinthecountry.ReadmoreNote(s):SouthKorea;2023Source(s):Danawa;KAIDA;KAMALeadingmidsizevehiclesinSouthKoreain2023,byunitsalesBestsellingmidsizecarsSouthKorea2023Salesinunits05,00010,00015,00020,00025,00030,000K5(Kia)SonataTheEdge(Hyundai)SonataNewRise(Hyundai)Ioniq6(Hyundai)27,23325,9379,3199,284TheNewK5(Kia)7,3466,2343Series(BMW)Sonata(Hyundai)4,3854,3204,254G70(Genesis)C-Class(Mercedes-Benz)i4(BMW)2,39331Description:In2023,Hyundai'sSonatamodelrecordedabout27thousandunitsalesinSouthKorea.Germancarmakerswerealsofeaturedonthelist,highlightingthepopularityofvariousbrandsamongSouthKoreancarownersforthemidsizesegment.

ReadmoreNote(s):SouthKorea;2023Source(s):Danawa;KAIDA;KAMALeadingsportscarsinSouthKoreain2023,byunitsalesBestsellingsportscarsSouthKorea2023Salesinunits02004006008001,0001,2001,4001,6001,8001,8181,8052,000Panamera(Porsche)Taycan(Porsche)911(Porsche)1,3021,259AMGGT(Mercedes-Benz)Z4(BMW)460450718Boxster(Porsche)M4(BMW)308M3(BMW)249240239Mustang(Ford)SL-Class(Mercedes-Benz)32Description:In2023,morethan1.8thousandPorschePanamerasweresoldinSouthKorea,makingthemthemostsoldsportscarinthecountrythatyear.Themarketissurginginspiteofthesluggishglobaleconomy.Whileonlysportscarmodelsarerecordedinthisstatistic,supercarssuchasFerrarisandimportedluxurycarsarealsosellingverywell.Lamborghini,forexample,helditsfirstLamborghiniDayinKoreainSeoulinlate2018andagaininNovember2019,anindicationoftheItalianluxury[...]

ReadmoreNote(s):SouthKorea;2023Source(s):Danawa;KAIDA;KAMALeadingsportsutilityvehicles(SUV)inSouthKoreain2023,byunitsalesBestsellingSUVsSouthKorea2023Salesinunits010,00020,00030,00040,00050,00060,00058,69570,00069,74980,000Sportage(Kia)Carnival(Kia)Seltos(Kia)50,83749,412Sorento(Kia)Palisade(Hyundai)Tucson(Hyundai)Staria(Hyundai)TheNewSorento(Kia)Torres(KGM)41,09340,15639,78036,39934,95132,797GV70(Genesis)33Description:In2023,theKiaSportagewasthebestsellingsportsutilityvehicle(SUV)modelinSouthKoreawithmorethan69thousandunitssold.KiaMotorsboastedthetopfourmodelsfeaturedon