Japan In October 2011: Up By A Good Clip

Bertel Schmitt
by Bertel Schmitt

Regular Vehicle Sales Japan October 2011

ManufacturerOct ’11Oc t ’10ChangeFYTD’11FYTD’10ChangeDaihatsu44128952.6%2,5785,364-51.9%Hino2,7941,62871.6%27,72424,07715.1%Honda36,35530,42219.5%314,810425,375-26.0%Isuzu2,9372,59713.1%33,61737,321-9.9%Lexus4,3082,068108.3%36,32829,81421.8%Mazda11,4576,09588.0%124,357159,803-22.2%Mitsubishi4,0632,50062.5%46,95561,859-24.1%Mitsubishi Fuso2,9311,88355.7%21,28920,6103.3%Nissan33,63125,37332.5%372,341442,894-15.9%Subaru5,7853,13884.4%62,11869,562-10.7%Suzuki6,0254,45035.4%64,92750,53528.5%Toyota122,208101,51820.4%935,8001,357,027-31.0%UD Trucks85546185.5%6,6386,951-4.5%Other14,13710,83630.5%165,396155,6126.3%Total247,927193,25828.3%2,214,8782,846,804-22.2%

Sales of new cars in Japan rose 28.3 percent in October to 247,927 units, the Japan Automobile Dealers Association reports today. For the current fiscal year (April-October), sales are still 22.2 percent in the hole at 2,214,878 units, compared to 2,846,804 units sold in the same period of 2010. The numbers do not include sales of separately reported minivehicles. The numbers are not a sign of newfound health. They are simply the effect of a comparison with a market that had crashed in fall 2010 after subsidies were withdrawn.

Sales of mini, or kei cars rose 19.9 percent in October year-on-year, the Japan Mini Vehicle Association reports. While the growth looks less dramatic than regular cars, Japanese kei cars had not fallen as deep. For the tens month of the calendar year, sales are only down 16.5 percent.

Mini Vehicle Sales Japan October 2011

ManufacturerOct ’11Oct ’10ChangeYTD’11YTD’10ChangeSuzuki39,26540,671-3.5%392,996485,909-19.1%Daihatsu52,14840,16029.9%445,466523,890-15.0%Mitsubishi6,0746,333-4.1%79,03992,925-14.9%Subaru6,4935,82211.5%66,96785,721-21.9%Honda10,3067,32240.8%106,336138,548-23.2%Mazda3,8222,50552.6%38,60644,556-13.4%Nissan13,2268,25560.2%119,064126,253-5.7%Toyota1,84502,061Other82300.0%3779-53.2%Total133,187111,07019.9%1,250,5721,497,881-16.5%

Careful: Fiscal (April-October) year for regular cars, calendar (January-October) year for kei cars. Who says it’s easy.

Consolidated across mini and regular vehicles, sales grew 25.2 percent according to our spreadsheet. No year-to-date numbers due to the aforementioned differences.

All Vehicle Sales Japan October 2011, Consolidated

ManufacturerOct ’11Oct ’10ChangeDaihatsu52,58940,44930.0%Hino2,7941,62871.6%Honda46,66137,74423.6%Isuzu2,9372,59713.1%Lexus4,3082,068108.3%Mazda15,2798,60077.7%Mitsubishi10,1378,83314.8%Mitsubishi Fuso2,9311,88355.7%Nissan46,85733,62839.3%Subaru12,2788,96037.0%Suzuki45,29045,1210.4%Toyota124,053101,51822.2%UD Trucks85546185.5%Other14,14510,83830.5%Total381,114304,32825.2%
Bertel Schmitt
Bertel Schmitt

Bertel Schmitt comes back to journalism after taking a 35 year break in advertising and marketing. He ran and owned advertising agencies in Duesseldorf, Germany, and New York City. Volkswagen A.G. was Bertel's most important corporate account. Schmitt's advertising and marketing career touched many corners of the industry with a special focus on automotive products and services. Since 2004, he lives in Japan and China with his wife <a href="http://www.tomokoandbertel.com"> Tomoko </a>. Bertel Schmitt is a founding board member of the <a href="http://www.offshoresuperseries.com"> Offshore Super Series </a>, an American offshore powerboat racing organization. He is co-owner of the racing team Typhoon.

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  • GoFaster58 GoFaster58 on Nov 01, 2011

    How does Hyundai and Kia compare to these numbers?

  • MrWhopee MrWhopee on Nov 01, 2011

    Wow, Daihatsu only sells hundreds of cars each months? And their sales fell by half this year? Not even 300 units a month? That's one seriously small niche manufacturers. Good thing they're hitched to Toyota then, otherwise they would be extinct long ago. I thought Kei cars were big in Japan?

    • Bertel Schmitt Bertel Schmitt on Nov 02, 2011

      Whopee: Daihatsu sells hundreds of regular cars, but tens of thousands of Kei cars.

  • AZFelix UCHOTD (Used Corporate Headquarters of the Day):Loaded 1977 model with all the options including tinted glass windows, People [s]Mugger[/s] Mover stop, and a rotating restaurant. A/C blows cold and it has an aftermarket Muzak stereo system. Current company ran okay when it was parked here. Minor dents and scrapes but no known major structural or accident damage. Used for street track racing in the 80s and 90s. Needs some cosmetic work and atrium plants need weeding & watering – I have the tools and fertilizer but haven’t gotten around to doing the work myself. Rare one of a kind design. No trades or low ball offers – I know what I got.
  • El scotto UH, more parking and a building that was designed for CAT 5 cable at the new place?
  • Ajla Maybe drag radials? 🤔
  • FreedMike Apparently this car, which doesn't comply to U.S. regs, is in Nogales, Mexico. What could possibly go wrong with this transaction?
  • El scotto Under NAFTA II or the USMCA basically the US and Canada do all the designing, planning, and high tech work and high skilled work. Mexico does all the medium-skilled work.Your favorite vehicle that has an Assembled in Mexico label may actually cross the border several times. High tech stuff is installed in the US, medium tech stuff gets done in Mexico, then the vehicle goes back across the border for more high tech stuff the back to Mexico for some nuts n bolts stuff.All of the vehicle manufacturers pass parts and vehicles between factories and countries. It's thought out, it's planned, it's coordinated and they all do it.Northern Mexico consists of a few big towns controlled by a few families. Those families already have deals with Texan and American companies that can truck their products back and forth over the border. The Chinese are the last to show up at the party. They're getting the worst land, the worst factories, and the worst employees. All the good stuff and people have been taken care of in the above paragraph.Lastly, the Chinese will have to make their parts in Mexico or the US or Canada. If not, they have to pay tariffs. High tariffs. It's all for one and one for all under the USMCA.Now evil El Scotto is thinking of the fusion of Chinese and Mexican cuisine and some darn good beer.
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