Industry: an Outlook towards 2020

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1 Mexican Automotive Industry: an Outlook towards 2020 October 9, 2015 El Paso, Texas Eduardo J. Solís Sánchez President Mexican Automotive Industry Association

2 Automotive Sector Economic Relevance: Top generator of foreign reserves. With a foreign trade surplus of 49.7 billion dollars in % of manufacturing exports Mexico has become the 7 th largest manufacturer of vehicles, during 2014, and the 1 st in Latin America 4 th largest exporter in the world 5 h largest automotive parts exporter and first supplier for the United States 2

7 billion dollars in 2014 25% of manufacturing exports Mexico has become the 7 th largest

3 Production and Exports Contributed with 3.7% of total world production. More than 80% of total production is directed to foreign markets. Light vehicle production Light vehicle exports Δ + 6.5% Δ + 6.7% Million uinits jan-sep 2014 jan-sep jan sep 2014 jan sep 2015 Million units Source: AMIA. 3

0 0.00 Million uinits 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 jan-sep 2014

4 Automotive trade surplus in Mexico In the first seven months of 2015, automotive trade surplus reached 31.1 billion dollars. 60,000 Automotive Trade* 50,000 Million dollars 40,000 30,000 20, % Δ % 10,000 5,265 5,258 8,198 9,416 8,459 9,355 11,431 10,974 10,841 9,617 10,323 9,978 10,045 14,464 15,211 16,460 15,286 26,911 34,071 37,504 43,453 49,656 27,177 31, Fuente: elaborado por AMIA con datos del Grupo de Trabajo de Estadísticas de Comercio Exterior, integrado por el Banco de México, INEGI, Servicio de Administración Tributaria y la Secretaría de Economía. * Automotriz incluye: Tractores de carretera para semirremolques; Vehículos automóviles para el transporte => 10 personas; Automóviles tipo turismo; Vehículos para transporte de mercancías; Chasises con motor; Carrocerías; Partes y accesorios de vehículos; y Motocicletas jan-jul 2014 jan-jul

3% 10,000 5,265 5,258 8,198 9,416 8,459 9,355 11,431 10,974 10,841 9,617 10,323 9,978 10,045 14,464 15,211 16,460 15,286 26,911 34,071 37,504 43,453 49,656 27,177 31,072-1993 1994 1995 1996 1997 1998

5 Automotive Industry* is a key foreign reserves generator in Mexico Dollars income to Mexico Million dollars 60,000 50,000 40,000 30,000 20,000 10, ,506 15,000 14,311 10,721 jan-jul 2012 jan-jul 2013 jan-jul 2014 jan-jul 2015 Automotive Exports Oil products Exports In the period January to July, automotive exports were 3.4 times oil products exports, 3.6 times remittances income and 4.8 times tourism income. Remittances Income Tourism Income Fuente: elaborado por AMIA, con datos de INEGI - Grupo de Trabajo de Estadísticas de Comercio Exterior, integrado por el Banco de México, INEGI, Servicio de Administración Tributaria y la Secretaría de Economía. * Se considera Industria Automotriz: Tractores de carretera para semirremolques; Vehículos automóviles para el transporte => 10 personas; Automóviles tipo turismo; Vehículos para transporte de mercancías; Automóviles para usos especiales; Chasises con motor; Carrocerías ; Partes y accesorios de vehículos; Motocicletas 5

6 times remittances income and 4.8 times tourism income.

6 Light vehicles and engines production in Mexico 6

7 Railway Sistem Source: Secretaría de Comunicaciones y Transportes. 7

8 Vehicles trade through maritime ports (January-August 2015) Export Import National Ports System 51,576 vehicles 355,213 vehicles 169,485 vehicles 517 7,436 Source: Secretaría de Comunicaciones y Transportes. 70,527 vehicles vehicles 31,425 vehicles 8

vehicles 169,485 vehicles 517 7,436 Source: Secretaría de

9 NAFTA Vehicle Production Mexico 7% (1.12 million) Canada 15% (2.32 million) 1994 Mexico 19% (3.37 million) Canada 14% (2.39 million) 2014 United States 78% (12.24 million) United States 67% (11.66 million) NAFTA: million vehicles. NAFTA: million vehicles. From 1994 to 2014 production vehicle of NAFTA region increased 11.1%. Source: AMIA with data of Ward s Automotive and OICA. Data in vehicle units. 9

66 million) NAFTA: 15.68 million vehicles. NAFTA: 16.48 million vehicles.

10 Why do OEM s decide to invest in Mexico? 10

11 5 major elements that make Mexico attractive for new investments Economic Stability Geographic Location Young and eager to learn human resources (technicians and engineers) Strength of the automotive supply chain. Trade agreements network with major regions around the world and very important: the Government is a major partner to help land investments. 11

Strength of the automotive supply chain.

12 Announced investments ANNOUNCEMENT COMPANY ANNOUNCED INVESTMENTS DESTINADO A 2012 AUDI 1,300 mdd Assembly plant Puebla 2014 NISSAN-DAIMLER 1,360 mdd Assembly plant Aguascalientes 2014 BMW 1,000 mdd Assembly plant San Luis Potosí 2014 KIA MOTORS 1,000 mdd Assembly plant Nuevo León 2014 GM 5,000 mdd Expansion 2015 VW 1,000 mdd Expansion 2015 TOYOTA 1,000 mdd Assembly plant Guanajuato 2015 FORD 1,100 mdd Engines assembly plant Chihuahua 200 mdd Expansion 1,200 mdd Transmissions assembly plant Guanajuato Source: recopilación de publicaciones periodísticas, boletines de prensa de las empresas y boletines de la Secretaría de Economía.. According to the Ministry of Economy, the Automotive industry attracted 39,319.3 million dollars during 1999 IIt 2015 of Foreign Direct Investment, the industry represented 9.7% of total FDI in Mexico. 12

1,100 mdd Engines assembly plant Chihuahua 200 mdd Expansion 1,200 mdd Transmissions assembly plant Guanajuato Source: recopilación de publicaciones periodísticas, boletines de prensa de las empresas

13 Light vehicles production and forecast Million units ^ 2016^ 2017^ 2018^ 2019^ 2020^ Fuente: 2000 a 2014 registro de AMIA. 2015^ a 2020^ corresponde a estimación de la asociación suponiendo una tasa de crecimiento del 3% y con base en los anuncios publicados. 13

0 2000 2001 2002 2003 2004 2005 2006 Million units 2007 2008 2009 2010 2011 2012 2013 2014 2015^ 2016^ 2017^ 2018^

14 Hard data of last 20 years in North America: Mexico increased 12% its North American production share during the last 20 years. United States and Canada decreased 11% and 1%, during this period Considering new investments, our forecast is that Mexico will be producing more than 5 million vehicles in % of NAFTA production, if United States and Canada maintain the same production level of

2020 Considering new investments, our forecast is that Mexico will be producing more than 5 million

15 Human resources and investigation 15

16 Total graduates in the areas of engineering, manufacturing and construction Fuente: PROMEXICO with information from UNESCO. 16

17 Automotive Industry Group of Universities and Research Centers 1. Human resources 2. Linkage programs 3. Infrastructure 4. Collaborative projects 5. Government incentives 6. Legislative agenda Source: AMIA. 17

18 T H A N K Y O U! Eduardo J. Solís Sánchez President Mexican Automotive Industry Association (55) Asociación Mexicana de la Industria Automotriz ac 18

Industry Association (55) 5272-1144 esolis@amia.

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