Although July 2014 was second only to July 2013 in terms of all-time July sales records for Australian new vehicles, BMI believes that the near-term outlook for the industry remains clouded. In July, the country registered a slight 0.4% annual decline in new vehicle sales to 89,867 units, according to figures from the Australian Federal Chamber of Automotive Industries (FCAI). Year-to-date, the 7M14 sales figure was down 2.1% year-on-year (y-o-y), at 649,818 units.

BMI Industry View 7

SWOT 9

Political 11

Economic 12

Business Environment 13

Industry Forecast 15

      Table: Autos Total Market - Historical Data And Forecasts (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 23

      Table: Commercial Vehicle Market - Historical Data And Forecasts (Australia 2012-2018) 23

Electric Vehicles 24

Motorcycles 27

      Table: Motorcycle Market - Historical Data And Forecasts (2012-2018) 27

      Table: Australia - Top 10 Best-Selling Motorcycle Manufacturers 2013 28

Suppliers 28

Macroeconomic Forecasts 32

Pull-Back In Mining Investment Still The Biggest Drag 33

Other Sectors Ill-Placed To Drive Growth As Reform Drive Stalls 34

Fiscal Restraint Negative For Near-Term Growth 35

      Table: Economic Activity (Australia 2010-2018) 36

Industry Risk/Reward Ratings 37

Asia - Risk/Reward Ratings 37

      Table: BMI Industry Risk/Reward Ratings - Asia-Pacific Autos 40

Company Profile 41

Company Monitor 41

Ford Motor 44

GM Holden 47

Toyota Motor 49

Regional Overview 52

      Table: Vehicle Sales June 2014 (CBUS) 52

Global Industry Overview 58

      Table: Passenger Car Sales May 2014 (CBUs) 58

Outperformers Boost European Outlook 58

Trucks Give North America A Lift 59

India Brings Relief To BRICs 61

Demographic Forecast 63

      Table: Australia's Population By Age Group, 1990-2020 ('000) 64

      Table: Australia's Population By Age Group, 1990-2020 (% of total) 65

      Table: Australia's Key Population Ratios, 1990-2020 66

      Table: Australia's Rural And Urban Population, 1990-2020 66

Methodology 67

Industry Forecasts 67

Sector-Specific Methodology 68

Sources 68

Risk/Reward Ratings Methodology 69

      Table: Automotive Risk/Reward Ratings Indicators And Weighting Of Indicators 70

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