Somboon Hotrakool President
Electrical and Electronics Institute (EEI), Thailand
Current Market Situation of Electrical Appliance Sector
in Thailand
Outlines
Overview of Electrical and Electronics
Industries in Thailand
Steel sheets for Usage in Electrical Appliance
Industry
Overview of Electrical and Electronics Industries in Thailand
2,306
No. of E&E Manufacturers
100
307
313
393
552
641
Other
Trader
Supporting
Electrical
Electronics
Electrical Parts
No. of E&E Manufacturers
Classified by Sectors
No. of E&E Labors
745,319
Electronics 51%
Electrical Parts 22%
Electrical 14% Supporting
Industries 7%
other 6%
No. of E&E Labors (%) classified by sub-sector
Source: EEI, September 2016
745,319 labors
Overview of Electrical and Electronics Industries in Thailand
New investors & manufacturers Jan - Jun 2016
Source: DIW, and Classified by EEI
Total Investment Value 14,205 Mil.Baht Approved
for Operations
47 Factories
• Home Appliances (Refrigerator) • Solar Cells/Modules • Electric Wires • Electronics Parts and
Components • LED, etc.
Sectors Large Enterprises Electronics Parts and Components
(4,232 Mil.Baht)
Solar Cells/Modules (4,307 Mil.Baht)
Home Appliances (Refrigerator) (3,178 Mil.Baht)
• Home Appliances and Parts
• Parts of AirCon.
• High Voltage Equipment /Wires and Components
• Switch Board, etc.
Total Investment Value 6,780 Mil.Baht
32 Factories
Start on Operations
Large Enterprises
Solar Cells/Modules (727 Mil.Baht)
Home Appliances (Refrigerator) (3,709 Mil.Baht)
Sectors
Total E&E Investment Value: Net Applications (Unit: Billion Baht)
126.8
100.49
134.22
28.95
2.2
24.24
2012 2013 2014 2015 2015(Jan-Jun)
2016(Jan-Jun)
Proportion to Investment Value: Net Applications Classified by Industries in 2016 (Jan-Jun)
Agriculture &
Agricultural Products
12%
Metal Products, Machinery
& Transport Equip. 15%
E&E 8%
Chemicals, Plastics & Paper
6%
Services & Public Utilities 53%
Other 6%
Source: BOI
Overview of Electrical and Electronics Industries in Thailand
Total Investment Value : Net applications granted by BOI
100.00 96.44
100.08 106.23
102.83
109.60
90
100
110
120
2011 2012 2013 2014 2015 2016f
E&E MPI during 2012-2016f
Overview of Electrical and Electronics Industries in Thailand
Manufacturing Production Index (MPI) and %Growth
% Growth of E&E MPI in Y2016f = +6.6%
4 12 21
-5
11 3
-5
9
-28
13 7
-52
-2 -17 -16
2
-60-40-20
02040
%Growth of MPI by Products in 2016 (Jan-Jun)
Source: OIE , EEI / Note: Year Base in 2011
53,070 54,157
53,413
55,728
53,993 53,085
43,413
47,441
45,057 44,871 44,597 43,795
40,000
42,000
44,000
46,000
48,000
50,000
52,000
54,000
56,000
58,000
2011 2012 2013 2014 2015 2016e
EE export
EE import
%Growth of Export Value
in Y2016f = -1.6%
7
Overview of Electrical and Electronics Industries in Thailand
Total E&E Export & Import Value during 2011-2016f (Unit: Mil.US$)
Source: The Customs Department , and accumulated by EEI
2,570
1,674
1,339
1,484
762
3,728
2,539
1,435
1,440
1,461
687
3,532
ASEAN (-1%) US (-14%) EU (8%) JP (-2%) CN (-10%) other (-5%)
Electrical
2015(Jan-Jun)
2016(Jan-Jun)
Growth
4,994
5,026
3,647
2,684
2,295
8,328
4,818
4,850
3,617
2,488
2,018
7,911
ASEAN (-4%) US (-4%) EU (-1%) JP (-7%) CN (-12%) other (-5%)
E&E 2015(Jan-Jun)
2016(Jan-Jun)
2,423
3,352
2,308
1,200
1,533
4,600
2,279
3,414
2,177
1,027
1,331
4,379
ASEAN (-6%) US (2%) EU (-6%) JP (-14%) CN (-13%) other(-5%)
Electronics
2015(Jan-Jun)
2016(Jan-Jun)
Growth
Growth
Overview of Electrical and Electronics Industries in Thailand
E&E Export Value (Unit: Mil.US$) and %Growth Classified by Major Markets in 2016 (Jan-Jun)
Source: The Customs Department , and accumulated by EEI
Overview of Electrical and Electronics Industries in Thailand Major Products Export Value (Unit: Mil.US$) and %Growth in 2016 (Jan-Jun)
0500
1,0001,5002,0002,5003,000
AirCon(7%)
Fridge(4%)
Digital Cameras(-24%)
Washing Machine(-7%)
TV(-40%)
5 Major Electrical Products
2015(Jan-Jun) 2016(Jan-Jun)
%Growth
Source: The Customs Department , and accumulated by EEI
02,0004,0006,0008,000
10,000
Computer Parts andComponents
(-7%)
Integrated Circuit(-3%)
Diode/Transistor/Semiconductor
(80%)
Printed Circuit(-10%)
Reception Apparatusfor radio-telephony
/broadcasting(-28%)
5 Major Electronics Products
2015(Jan-Jun) 2016(Jan-Jun)
%Growth
Overview of Electrical and Electronics Industries in Thailand
Total Value : Domestic Market
398,603
500,488
431,607 444,904 446,039
2011 2012 2013 2014 2015
Domestic Sales (Unit: Mil.Baht)
Home Appliances
18%
Smart/Mobile Phones
31%
Computer/IT 51%
Proportion of Domestic Sales (%) Classified by product segments
Y2015
Total Sales in 2015 = 446,039 Mil.Baht
Source: Studied by EEI , March 2016
Overview of Electrical and Electronics Industries in Thailand Total Volume of some production for Domestic market
Source: EEI
2014 2015 2016 (Jan-Aug)
Air Conditioner
2.42
2.52
1.23
Refrigerator
1.73
1.52
0.91
Washing machine
1.43
1.48
0.73
Amount: million units
Outlines
Overview of Electrical and Electronics
Industries in Thailand
Steel sheets for Usage in Electrical Appliance
Industry
Steel Sheets for usage in Electrical Appliance Industry
HOT ROLLED STEEL SHEET
COLD ROLLED GALVANIZED STEEL SHEET
COLOR COATED STEEL SHEET / PCM STEEL SHEET
COLD ROLLED STEEL SHEET
Others; STAINLESS STEEL, NICKEL PLATED STEEL, ZINC COATED
STEEL SHEET
SPCC, SPCG, SECC, SECD Specification
Estimated total demand of steel for usage in A/C per year (ton)
103,309
129,099
141,440 147,841 144,486
2011 2012 2013 2014 2015
Cumulative material cost of steel for usage in product
Steel 8%
Other Material
92%
Source: EEI
Steel Sheets for usage in Electrical Appliance Industry Product : Air-Conditioner
SPCC, SPCG, SECC, SECD
52,311
60,945
56,790
55,127 55,910
2011 2012 2013 2014 2015
Steel 10%
Other Material
90%
Estimated total demand of steel for usage in R/F per year (ton) Cumulative material cost of steel for usage in product
Specification
Steel Sheets for usage in Electrical Appliance Industry Product : Refrigerator
Source: EEI
Steel Sheets for usage in Electrical Appliance Industry Product : Washing Machine
SPCC, SPCG, SECC, SECD
49,200 51,035
45,896
39,007
42,878
2011 2012 2013 2014 2015
Steel 10%
Other Material
90%
Estimated total demand of steel for usage in W/M per year (ton) Cumulative material cost of steel for usage in product
Specification
Source: EEI
Steel Sheets for usage in Electrical Appliance Industry Product : Rice Cooker
SPCC, SPCEN, STAINLESS STEEL
5,961
6,894 6,859
6,390
5,465
2011 2012 2013 2014 2015
Steel 15%
Other Material
85%
Estimated total demand of steel for usage in R/C per year (ton) Cumulative material cost of steel for usage in product
Specification
Source: EEI
Steel Sheets for usage in Electrical Appliance Industry Electric Fan
SPCC, SPCG, SILICON STEEL
5,793
7,166
6,679
6,364
6,956
2011 2012 2013 2014 2015
Steel 20%
Other Material
80%
Estimated total demand of steel for usage in E/F per year (ton) Cumulative material cost of steel for usage in product
Specification
Source: EEI
Steel Sheets for usage in Electrical Appliance Industry Product : Compressor
SPHC, SPHE, SPCEN
45,963 43,279
59,389
49,952 49,621
2011 2012 2013 2014 2015
Steel 45%
Other Material
55%
Estimated total demand of steel for usage in C/P per year (ton) Cumulative material cost of steel for usage in product
Specification
Source: EEI
Thank you for your Attention