According to the Taiwan Transportation Vehicle Manufacturers Association (TTVMA), October 2013 auto sales declined 3.8% year-on-year (y-o-y), to 22,774 units. While commercial vehicle (CV) sales continued their dismal performance since the start of 2013 by declining 13.6% y-o-y in October (see 'CV Segment Woes Result In Downgrades', September 4), the passenger car segment has also clocked up poor sales during the past few months causing 10M13 sales in the segment to contract by 3.0%, to 178,993 units.

BMI Industry View 7

SWOT 9

Political 10

Economic 11

Business Environment 12

Industry Forecast 13

      Table: Auto Sales, 2010-2017 13

      Table: Auto Production, 2010-2017 15

Macroeconomic Forecast 18

China's Structural Rebalancing Starting To Hurt Taiwan 19

Political Logjam Will Have Economic Implications 20

      Table: Taiwan - Economic Activity 20

Industry Risk/Reward Ratings 21

Asia Pacific - Risk/Reward Ratings 21

      Table: Asia Pacific Autos Risk/Reward Ratings 24

Competitive Landscape 25

      Table: Taiwan - Vehicle Production By Manufacturer 25

      Table: Passenger Cars - Production And Sales, 2010-2017 27

      Table: Commercial Vehicles - Production And Sales, 2010-2017 30

      Table: Motorcycles - Production, Sales And Exports, 2010-2017 31

Company Profile 32

Company Monitor - Mazda 32

Kuozui Motors (Toyota Motor) 37

China Motor Corporation (CMC) 39

Yulon Group 40

Regional Overview 42

Asia Pacific Overview 42

      Table: Selected Asia Pacific Countries' Vehicle Sales, September 2013 And Full-Year 2013 (CBUs) 42

Global Industry Overview 49

Demographic Forecast 53

Demographic Outlook 53

      Table: Taiwan's Population By Age Group, 1990-2020 ('000) 54

      Table: Taiwan's Population By Age Group, 1990-2020 (% Of Total) 55

      Table: Taiwan's Key Population Ratios, 1990-2020 56

Methodology 57

Industry Forecasts 57

Sector-Specific Methodology 58

Sources 58

Risk/Reward Ratings Methodology 59

      Table: Automotive Risk/Reward Ratings Indicators And Weighting Of Indicators 60

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