Since our last quarterly update, the Australian people have voted in a new Liberal-National coalition government. The new Prime Minister Tony Abbott has said that his government will now look at the financial assistance pledged to the auto industry by the former Labor administration and BMI believes that the domestic auto industry is now at a crossroads. Should the Abbott government fail to provide sufficient financial assistance moving forward, we believe there could well be a withdrawal from production by one or both of the two remaining local automakers.

BMI Industry View 7

SWOT 10

Political 12

Economic 13

Business Environment 14

Industry Forecast 16

      Table: Australia - Automotive Sales, 2010-2017 16

Production 18

      Table: Australia Autos Production, 2010-2017 18

      Table: Australia - Monthly Vehicle Production 2008-2012 24

Trade 25

      Table: Australia Autos Trade, 2010-2017 25

Passenger Vehicles 27

      Table: Australia - Top 10 Best-Selling Manufacturers 2012 28

Commercial Vehicles 29

Electric Vehicles 33

Motorcycles 36

      Table: Australia - Top 10 Best-Selling Motorcycle Manufacturers 2012 36

Suppliers 38

Macroeconomic Forecasts 44

Can The Construction Sector Do The Heavy-Lifting? 45

Still Downbeat On Housing Market 46

Constrained Government Policies Unlikely To Lift Building Demand 47

Chinese Stimulus Presents Upside Risks To Outlook 48

      Table: Australia - Economic Activity 49

Industry Risk/Reward Ratings 50

Asia Pacific - Risk/Reward Ratings 50

      Table: Autos Risk/Reward Ratings Asia-Pacific 53

Company Profile 54

Ford Motor 54

GM Holden 58

Toyota Motor 61

Company Monitor - Mazda 67

Regional Overview 71

      Table: Selected Asia Pacific Countries' Vehicle Sales, September 2013 And Full-Year 2013 (CBUs) 71

Global Industry Overview 78

Demographic Forecast 82

Demographic Outlook 82

      Table: Australia's Population By Age Group, 1990-2020 ('000) 83

      Table: Australia's Population By Age Group, 1990-2020 (% of total) 84

      Table: Australia's Key Population Ratios, 1990-2020 85

      Table: Australia's Rural And Urban Population, 1990-2020 85

Methodology 86

Industry Forecasts 86

Sector-Specific Methodology 87

Sources 87

Risk/Reward Ratings Methodology 88

      Table: Automotive Risk/Reward Ratings Indicators And Weighting Of Indicators 89

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