Vehicle sales Vietnam in September rose 20.6% year-on-year (y-o-y), to 8,465 units, according to the Vietnam Automobile Manufacturers Association (VAMA). Although we have maintained for some time that sales in the passenger car segment will outperform the commercial vehicle (CV) segment, the divergence between the two segments has become even starker. While 9M13 passenger car sales grew 40.0% y-o-y, to 39,761 units, CV sales remains roughly unchanged at 26,125 units (this comparison excludes sales from Mercedes-Benz).

BMI Industry View 7

SWOT 9

SWOT 9

Political 10

Economic 11

Business Environment 12

Industry Forecast 13

      Table: Vietnam Autos Production, 2010-2017 13

      Table: Vietnam Autos Sales, 2010-2017 (VAMA Members) 18

      Table: Vietnam Autos Trade, 2010-2017 21

Industry Forecast – Passenger Cars 23

      Table: Passenger Car Sales By Top Five VAMA Members (CBUs) 23

      Table: Top 3 Best Selling Car Models For 8M13 23

Industry Forecast – Commercial Vehicles 26

      Table: Top Five Companies By CV Sales 27

Industry Forecast – Suppliers 27

Macroeconomic Forecasts 34

      Table: Vietnam - Economic Activity 37

Industry Risk Reward Ratings 38

Asia Pacific - Risk/Reward Ratings 38

      Table: Autos Risk/Reward Ratings Asia-Pacific 41

Company Profile 42

Company Monitor 42

GM Vietnam 46

Mercedes-Benz Vietnam 47

Automotive Asia Ltd 49

Regional Overview 50

      Table: Vehicle Sales Sep 2013 (Cbus) 50

Global Industry Overview 57

Global Overview 57

Demographic Forecast 61

Demographic Outlook 61

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

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

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

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

Methodology 65

Industry Forecasts 65

Sector Specific Methodology 66

Sources 66

Risk Reward Rating Methodology 67

Sector Specific Methodology 68

      Table: Automotives Risk Reward Ratings Indicators 68

      Table: Weighting Of Indicators 69

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