日本の直接投資とタイの自動車部品メーカーの形成 上田曜子

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531 87 1 FTI : Federation of Thai Industries 2005 112 5,316 100 75 25 44 3,680 40 20 FTI 100 2006 1 BOI 16 17

88 532 58 4 2005 44 717 39.2 32.7 2004 GDP 12 22 0.62 2 1 2004 1 GDP/ BOI ADB 1 184,145 453,328 3,586,909 2004 15 2005 14 BOI 2010 10 3 4 2010 180 80 AWSJ, February 1, 2006 2010 200 2006 3 1 2005 2 2006 4 BOI(Board of Investment, ) 3 2006 4 BOI 4 BOI 4 1 OEM REM 2010 180 OEM REM

533 89 82 1 5 6 Bangkok Post, March 29, 2006 15 2004 1 423.0 776.0 1199.0 2 872.0 179.1 1051.1 3 519.2 37.8 557.0 4 231.6 275.4 507.0 5 322.7 43.9 366.6 6 312.3 34.7 347.0 7 240.2 60.9 301.1 8 133.5 137.5 271.0 9 175.6 45.4 221.0 10 164.7 20.9 185.6 11 79.4 77.0 156.4 12 117.8 33.3 151.1 13 111.0 27.5 138.5 14 83.4 30.8 114.2 15 29.9 62.9 92.8 2 1 5 2 1 2006 9 BOI 6 2006 3 FTA 25 chicken tax FTA United Auto Workers union GM AWSJ, March 3-5, 2006; Business Asia, March 20, 2006

90 534 58 4 6400 2004 GNI PPP 2004 7,930 World Bank, 2006 2 15 GNI PPP, 2004 15 GNI 1200000 1000000 800000 600000 400000 200000 559428 525680 419861 434001 360303 158130 459418 411721 327233 584951 1125316 750512 928081 0 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 TAI 1993-2005

535 91 800000 700000 600000 500000 400000 300000 200000 100000 456468 485678 571580 589126 363156 296985 262189 218330 144065 409362 533176 703405 626026 0 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 TAI 1993-2005 500000 440715 400000 300000 332053 235122 200000 181471 175299 125702 152835 100000 67857 14020 42218 0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 1996-2005 TAI 1960

92 536 58 4 1970 7 15 8 ABS BOI 16 9 1960 7 2003 10 6,226 284 2006 1 1,063 54 2006 1 7,289 338 8 2006 4 BOI 9 TAI 16 13 3 1 13 3 14 2

537 93 5 2004 76.6 2004 1 9 64.7 88.5 2006 7 10 2005 1 1 2 2006 4 1. Toyota Motor Thailand Co., Ltd. 148,000 192,000 48,300 388,300 1964 86.4 13.6 2. Isuzu Motors (Thailand) Co., Ltd. 3. Mitsubishi Motors (Thailand) Co., Ltd. 180,000 20,000 200,000 1974 3 50,000 100,000 20,200 170,200 1966 6.7 0.2 64.6 28.6 4 99.8 0.2 4.Auto Alliance (Thailand) Co., Ltd. 2,700 132,300 135,000 1998 1975 5 45 45 10 5. Honda Automobile (Thailand) Co., Ltd. 120,000 120,000 1984 6 0.05 91.3 8.6 10 Hyundai 43 GM Ford DaimlerChrysler AG 57 AWSJ, March 23, 2006

94 538 58 4 6. General Motors (Thailand) 20,000 95,000 115,000 2000 GM 100 7. Siam Nissan Automobile Co., Ltd. 33,200 66,400 2,400 102,000 1977 1962 7 75.0 25.0 8. Hino Motors Manufacturing (Thailand) 9. Thonburi Automotive Assembly Plant (DaimlerChrysler) 10. Yontrakit Motors (Y.M.C. Assembly) (VW, Audi, Peugeot, Citroen, Kia) 28,800 28,800 1967 16,300 16,300 1963 n.a. 8 80.0 20.0 12,000 12,000 1973 100 11. BMW Manufacturing (Thailand) 10,000 10,000 2000 BMW Holding B.V. 100 12.Thai-Swedish Assembly (Volvo) 13. Bangchan General Assembly (Hyundai, Chrysler) 10,000 10,000 1976 Volvo 100 n. a. n. a. n. a. n. a. 1972 100 14. Thairung Union Car n. a. n. a. n. a. n. a. 1967 86.4 13.6 422,200 765,700 119,700 1,307,600 1 1 2 3 4 United Development Motor Industries Co., Ltd. UDMI 1964 1965 UDMI 1987 UDMI Sittipol Motor Co., Ltd. 1961 MMC Sittipol Co., Ltd. 2003 Mitsubishi Motors (Thailand) Co., Ltd. 5 Sukosol Mazda Auto Assembly Co., Ltd. 1975 1995 Auto

539 95 Alliance (Thailand) Co., Ltd.,1998 6 Bangchan General Assembly Co., Ltd. 13 1992 Honda Cars Manufacturing (Thailand) Co., Ltd. Honda Cars Manufacturing (Thailand) Co., Ltd. Honda Cars (Thailand) Co., Ltd. 2000 Honda Automobile (Thailand) Co., Ltd. 7 Siam Nissan Automobile Co., Ltd. Siam Motors and Nissan 1962 8 Thai Hino Industry BOI Department of Business Development, Ministry of Commerce TAI G M 2004 2004 1 9 272,628 29.4 152,417 16.4 124,413 13.4 116,446 12.5 104,936 11.3 91,146 9.8 39,022 16.6 19,154 8.1 58,178 24.7 36,051 15.3 51,295 21.8 31,889 13.5 2006 7 47.1 22.1 5.2 10.4 4.9 n.a. 2 45,196 4.9 117 0.04 3.7 20,899 2.3 n.a. 6.5 928,081 100.0 235,706 1 100.0 100.0 1 & GM 2 GM TAI Toyota Motor Thailand

96 540 58 4 IMV 1 IMV 2003 3 2007 40 55 2006 2003 130 20 2004 35 2006 7 GM 10 10 1 140 2007 18 2005 20 2002 2007 Honda Automobile (Thailand) Co., Ltd. (HATC) HATC 2006 15 30 2003 3 50 20 130 2005 ASEAN G M 100 2007 ASEAN 2005 2010 2005 3 3 2005 11 16 2005 13 20 2008 10 1 IMV Innovative International Multi-purpose Vehicle 2002 IMV 5 3 SUV: Sport Utility Vehicle IMV BOI JETRO AWSJ

541 97 6 1961 Thai Motor Industry Company leaf spring CKD 1962 1969 123 B A B C 3 1 CKD 11 2 CKD Automotive Industry Development Committee 1972 1978 1979 1975 25 15 20 2300cc CKD 5 25 50 5 5

98 542 58 4 1982 45 1984 1985 42 2 1986-88 1986-88 1986 1 54 1987 1989 1990 1991 1986 BOI BOI 20 1995 80 60 2500cc 2300cc 42 1000cc

543 99 1994 BOI 1998 TAI(Thailand Automotive Institute) 2000 2001 2003 2005 BOI STI skill, technology & innovation 100 Thai Auto: A One Million Milestone 2005 Detroit of Asia STI 2006 NGV 2 1 WTO TRIMs 1995 WTO WTO 2 Mercedes-Benz 2006 Economist Intelligence Unit, 2006, p.26 BOI NGV 2008 12 2006 5 Economist Intelligence Unit 2006 2000, pp.134-147 JETRO 6 1960 CKD 11 1960 11 CKD(Complete Knock-down)

100 544 58 4 3 12 1970 2000, p.145 13 1980 1988 15 1987-88 14 1 1988 MMC Sittipol Co., Ltd. 15 1990 30 1990 1994 1995,96 50 2000 100 1997 1997 98 1998 15 1999 2000 WTO 12 JETRO 13 2005 9 14 JETRO 15 3 4

545 101 2006 80-90 30-70 16 2 1985 2003 1 17 1985-2003 1,382,481 39.4 NIES 1 804,194 22.9 4 2 104,057 3.0 597,278 17.0 751,135 21.4 3,507,147 100.0 1 2 BOI 16 BOI 17 BOI 2000 2001

102 546 58 4 1999 2000 2001 2002 2003 2004 2005 26,920 n. a. 107,382 50.5 37,752 17.8 83,369 39.8 40,131 19.1 n. a. n. a. n. a. n. a. 38,398 38.5 11,113 11.2 20,437 20.5 97,597 45.9 24,574 11.6 28,311 13.3 125,932 39.7 30,397 9.6 32,980 10.4 171,796 52.7 8,689 2.7 48,012 14.7 212,649 209,622 99,617 212,589 317,291 325,827 100.0 100.0 100.0 100.0 100.0 100.0 10 BOI BOI 2002 2003 2.5 IMV 428 2003 43.9 2004 1.3 117 2005 1.4 485 2005 28.2 321 18.7 2004, 2005 JETRO 3 1971

547 103 1960 CKD 1971 18 1987-88 15 19 2006 1500 3000 4000 supporting industry 20 15 18 1972 Denso Thailand 1974 Dyna Metal Thai Stanley Electric 1981 19 JETRO 20 TAI Wanlop

104 548 58 4 13 Tier1 1000 709 Tier2/Tier3 1800 2000 1100 1200 700 50 100 300 287 50 68 100 354 1 Tier Tier1 TAI Tier1 Tier2 Tier2 Tier1 Tier3 Tier2 2 Tier1 JETRO TAI BOI 2006 9 4 Tier1 Tier3 2000-3000 Tier1 30 60 Tier1 21 22 Tier1 Tier2 Tier3 Tier1 21 22 JETRO

549 105 Tier2-3 23 24 Tier1 Tier2 25 BOI BOI 100 100 2000 Tier2-3 4 3 Tier2-3 1800-2000 Tier1 4 A B C D E Tier1 A 26 2005 9 23 JETRO TAI 24 Tier4 Tier5 JETRO 25 Tier3 2006 9 26 1972 73 51.2 48.8 3300 28 AICO ASEAN AICO ASEAN Industrial Cooperation Scheme A 1996 ASEAN 1 ASEAN 0.5 AFTA

106 550 58 4 50 27 50 50 2 A 3 A 1 2 3 1 10 90 1 60 40 1 A 6 A 2005 9 1980 25 A 25 25 27 B,C,D A A 3 2 AICO AFTA

551 107 28 1960 2000 2 3 24 A 3 2 3 AICO 26 AFTA 2000 A 29 Tier1 B 30 2005 9 80 90 80 20 28 29 30 1980 30 30 40 80 20 ASEAN 2,100 30

108 552 58 4 Tier2-3 1 10 70 30 30 25 5 B 10 4 31 3 IMV Hino Motors Manufacturing Thailand Ltd. Tier1 C 32 2006 9 C 100 C 2002 100 16 7 100 9 100 31 B 32 1953 1970 2000 IMV 2002 100 740

553 109 A B D 33 2006 9 Toyota Motor Thailand Co., Ltd. Mitsubishi Motors (Thailand) Co., Ltd. Siam Nissan Automobile Co., Ltd. Tier1 D 90 60-70 D D 58 100 5 5 4 D 5 D 33 1996 670 9 1

110 554 58 4 E E 1 1977 30 30 10 E E 10 1 9 10 R&D Tier2 E Tier2 Tier2 E Tier2 Tier2

555 111 5 8 Tier2 Tier1 Tier2 Tier2 5 1971 Tier1 Tier2-3 2000

112 556 58 4 Tier1 JETRO 34 35 36 2000 34 35 JETRO 36 Tier1 3

557 113 BOI BOI BOI 100 37 Economist Intelligence Unit, 2006, p.27 FTA/EPA EPA JTEPA 38 39 40 JETRO, 2006 2005 41 ASEAN FTA 2005 37 2006 4 BOI 38 JTEPA 2006 4 2006 9 39 2011 2013 40 Nanjing Automobile (Group) Corp. 2008 2005 MG MG AWSJ, July 13, 2006 41 Volkswagen AG DaimlerChrysler AG AWSJ, August 2, 2006

114 558 58 4 ASEAN6 2010 EPA 2006 42 2009 4000 2004 2009 7000 43 2007 TPA: Technology Promotion Association Thailand-Japan 44 90 90 42 43 44 1973

559 115 Business Asia April 3, 2006 5 40 6000 Business Asia FTA 45 45 Business Asia April 3, 2006

116 560 58 4 BOI, (2005) Sarup phawa kanlongthun cak tangprathet nai Prathet Thai, Bangkok: BOI. Economist Intelligence Unit, (2006) Country Report: Thailand, London: Economist. JET RO, (2006) Proceedings of the 5 th ASEAN Auto Supporting Industry Conference, March 24-25, 2006, Bangkok. World Bank, (2006) World Development Indicators 2006, Washington, D.C.: World Bank., 2000 3, No.502,, pp.115-178., 2004 2004., 2005 2005. Asian Wall Street Journal (AWSJ). Bangkok Post. Business Asia. ADB (Asian Development Bank) (http://www.adb.org/) BOI (Thailand, Board of Investment) (http://www.boi.go.th/english/default.asp) TAI (Thailand Automotive Institute) (http://www.thaiauto.or.th/index_thai.asp) Toyota Motor Thailand (http://www.toyota.co.th/red/en/index.asp) http://www.jama.or.jp/index.html http://www.thaitrade.com/japan/index.asp

561 117 The Doshisha University Economic Review Vol.58 No.4 Abstract Yoko UEDA, Japanese FDI and Auto Parts Industries in Thailand Thailand has been so successful in developing automobile industry that she became the 15th largest country in the number of automobile production in the world. The FDI by foreign auto makers, most of which are Japanese, as well as Thai government s policies, has greatly contributed to the expansion of automobile industry in Thailand. Many auto parts makers have been also set up. This paper intends to investigate the competitiveness of Thai local auto parts makers, which grew in response to the increase of Japanese FDI.