The Japanese Automotive Supplier Report

The Japanese Automotive Supplier Report

Publication Date: 07-Nov-2019

The bursting of the economic bubble in Japan in 1991 significantly impacted vehicle production, which has never returned to the pre-crash peak. Up until the 1990s, vehicle production in Japan had been growing at an annual rate of around 10%, peaking in 1990 with 13.4 million vehicles produced. This was followed by three years of decline in vehicle production and low single digit growth, with total production rebounding from a low of 9.7 million units to 11.5 million units.

The Lehman Crisis in 2008 was another shock to the Japanese economy, with vehicle production declining by 31%. Since then, vehicle production has hovered in between 9.2 million and 9.7 million units. There have also been domestic disasters that have led to production disruptions, such as the Great East Japan Earthquake in 2011, which led to the nuclear meltdown at Fukushima, major flooding in Hiroshima in 2018 led to production stops at four vehicle makers’ plants, and the numerous typhoons and earthquakes that have hit the southern island of Kyushu, where much of vehicle production is concentrated.

All these disasters created various levels of vehicle production and supply chain disruptions. With external factors also playing a role, such as the economic slowdown in key export markets and trade friction with major trading partners, vehicle production in Japan has remained below the 10 million mark since 2009.

Japan Supplier Industry Overview

Macroeconomic Overview

        Economic review

        Economic outlook

    Light vehicle sales review & outlook

        Market review: developments and policies

        Imported vehicles

        Demographic challenges

        Market outlook

    Light vehicle production review & outlook

        Production review

        Geography of Japanese car production

    OEM activity & supplier management

        Market structure

        Looking for growth outside of Japan

        OEM sourcing trends

    Recent developments & outlook for the Japanese supply base

        Supply base structure

        Shift in supply chain management

        Automotive component imports & exports

        Profitability under attack

        M&A activity

    Top-5 OEM Overview

        Toyota Motor Corporation


        Honda Motor

        Mazda Motor

        Suzuki Motor

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