Recession May Come Before CASE Is Realized

GUEST EDITORIAL


President and Founder, Japan Electrification Research Institute, Ltd.

SUMMARY. The global auto industry is bubbling with changes and dramatic new ideas, but the current declining financial performances of Japanese auto OEMs may force them to drop out of the race temporarily before they can take advantage of the growing demand for autonomous vehicles.

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FAR EAST: JAPAN REPORT

Mitsubishi Manufactures Wind Turbines

Mitsubishi Heavy Industries has begun manufacturing the basic structure of wind turbines at the Nagasaki Shipyard, where excess capacity exists. This is because MHI’s specialty LNG carriers are monopolized by Korean manufacturers and MHI is not receiving orders. Now, they take on non-shipbuilding jobs and help maintain the employment of the shipyard. Their Nagasaki Shipyard started manufacturing the basic structure that supports large wind turbines. Since the shipyard has a space for handling large parts of the ship, it can also be used to manufacture wind turbines.

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中国・三一、コマツに肉薄 低価格武器にインドネシアで

Akihiro Komuro
小室 明大

インドネシアで日中の建設機械大手の争いが激しくなっている。中国市場の伸びが鈍化するなか、中国の三一重工は新たな収益源を求めて海外展開を加速する。

東南アジアを牙城とするコマツは中価格機の投入や保守拠点の拡大で対抗する。中国に続く成長市場をどこが制するかは、アジアでの建機市場の勢力図にも影響する。

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FAR EAST: SOUTH KOREA REPORT

Increased Uncertainty Causes Export-Investment Slump To Continue

In the August edition of the Economic Trend Report (Green Book), the Korean Ministry of Planning and Finance defined the recent Korean economy this way: “production has increased moderately but exports and investments continue to be sluggish”.

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SOUTHEAST ASIA: THAILAND, INDONESIA REPORT

Thailand May Become New Car Sales Leader in 2019

New car sales from January to June in six major countries in Southeast Asia were 1.7 million, unchanged from the same period of the previous year.

Thailand and Indonesia are the two major markets. Thailand, where consumption is strong, increased by 7% year-on-year, while Indonesia, which faces a decline in resource prices, decreased by 13%. Thailand could be ranked first this year for the first time in six years.

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バンコク、動き始めた「副都心」開発 一極集中解消へ

東南アジアの中核都市であるタイ・バンコクで鉄道網が急拡大している。無秩序ともいわれる都市開発や車の急増で交通渋滞が深刻になり、都市機能を分散するのが狙い。国内2大空港が結ばれるなど2023年まで新路線の開通が相次ぎ、総距離は現在の2倍となる。総事業費は1兆円にのぼり沿線開発も活発だ。高層住宅やオフィスビルからなる「副都心」が生まれ、従来のバンコクの街並みが変わりつつある。もともと、バンコクは街を南北にチャオプラヤ川が流れ、東西の行き来が面倒だった。だが環状線の誕生でそれが解消し、バンコク中心部から東部に広がるビジネス街と、チャオプラヤ川の西側の住宅街を電車1本で移動できるようになった。東南アジアの大国であるタイは、日本メーカーを中心に自動車生産大国としても知られ、経済成長に合わせ、車の所有率は飛躍的に上がった。

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