2014 looks as though it will be a more challenging year for the Australian auto industry, in line with BMI's expectations. Looking at sales trends over Q114, March represented the third consecutive month of annual declines in auto sales, according to figures from the Australian Bureau of Statistics (ABS). Sales in March 2014 fell by 0.14% year-on-year (y-o-y) to 97,267 units, which brought sales for the first three months of the year to 266,370 units, a decrease of 2.45% y-o-y.

BMI Industry View 7

SWOT 9

Political 11

Economic 12

Business Environment 13

Industry Forecast 15

      Table: Autos Total Market - Historical Data And Forecasts (Australia 2012-2018) 15

Production 16

Trade 18

Passenger Vehicles 19

      Table: Passenger Car Market - Historical Data And Forecasts (Australia 2012-2018) 19

      Table: Australia - Top 10 Best-Selling Manufacturers 2013 20

Commercial Vehicles 22

      Table: Commercial Vehicle Market - Historical Data And Forecasts (Australia 2012-2018) 22

Electric Vehicles 23

Motorcycles 26

      Table: Motorcycle Market - Historical Data And Forecasts (Australia 2012-2018) 26

      Table: Australia - Top 10 Best-Selling Motorcycle Manufacturers 2012 27

Suppliers 27

Macroeconomic Forecasts 31

Monetary Easing Can Only Do So Much 32

Weaker AUD To Provide Some Reprieve 33

      Table: Australia - Economic Activity 34

Industry Risk/Reward Ratings 35

      Table: BMI Industry Risk/Reward Ratings - Asia-Pacific Autos 38

Company Profile 39

Company Monitor 39

Ford Motor 43

GM Holden 46

Toyota Motor 48

Regional Overview 50

Asia Regional Overview 50

      Table: Vehicle Sales March 2014 (Cbus) 50

Global Industry Overview 55

      Table: Passenger Car Sales March 2014 55

European Growth Gathers Momentum 55

Japan Prepares For Tax Fallout 57

China Wobble Adds To BRIC Weakness 58

Demographic Forecast 61

Demographic Outlook 61

      Table: Australia's Population By Age Group, 1990-2020 ('000) 62

      Table: Australia's Population By Age Group, 1990-2020 (% of total) 63

      Table: Australia's Key Population Ratios, 1990-2020 64

      Table: Australia's Rural And Urban Population, 1990-2020 64

Methodology 65

Industry Forecasts 65

Sector-Specific Methodology 66

Sources 66

Risk/Reward Ratings Methodology 67

      Table: Automotive Risk/Reward Ratings Indicators And Weighting Of Indicators 68

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