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力图超越通用汽车的丰田近日又野心勃勃的作出规划,09年的汽车销量要赶超1040万,夺取年度桂冠。面临丰田在亚洲等新兴市场的大兴拳脚,美国汽车业的三巨头又将何去何从?

Behind The Wheel this morning, Toyota is in hot pursuit of the title of the world’s biggest automaker in global vehicle sales. This morning the company is releasing its plan to dethrone GM. And joining us this morning with more is CNBC’s auto reporter Phil Lebeau. Phil, lots in the guard shot of this, doesn’t it?
Yeah, they could happen this year, Carol. The latest number was coming out of Tokyo this morning with Toyota’s president giving a press conference outlining the goal. And take a look at what the sales are for Toyota and General Motor’s. Last year, this year. Now this year, it's an estimate halfway through the year, they are probably gonna / end up tight. Toyota might be slightly ahead but next
year Toyota is expected to pull ahead 9.8 million vehicles. And then look at 2009, they are projected to build 10.4 million vehicles which would be the greatest number of vehicles built by an automaker ever in one year. Whether or not Toyota can match that was brought up to the President of Toyota Katsuaki Watanabe.and here is what he had to say this morning in Tokyo. He said that the company will take on all risks that are out there and all markets. And for Toyota that means aggressively expanding, not only in Europe and United States where they have come out strong, but also in China, India, Russia. That’s really where the growth globally is gonna come for Toyota. Quickly as us take a look at a chart comparing the shares of Toyota VS General Motors over the last three years. Every time I show this, I hear from investors who say enough already. We realize there is no comparison here, but it is worth laying taking a look at, look at that up 43% over the last three years. And again, Toyota expecting to set a record for one year sales by 2009 of 10.4 million vehicles. Carol?
You are not piling on, Phil, you / just bring in the facts, right? (Here you go.) You just bring in the facts. Take around because we want dig deeper on what this means for the future of both Toyota and the big three. We will bring in Michael Robinet. He is the vice president global vehicle forecast with sale some worldwide. Uh, Michael, good morning to you.
Good morning.
Uh, I guess the question is (how) where is Toyota exposed? Compared to where GM is exposed, Toyota has already mentioned things like sub-prime here in the US, as some headwinds they are going to face.
I think there is no doubt, everybody can be facing these headwinds, Toyota, Honda, General Motors, everybody. But it is just different levels. Within North American though, Toyota is still putting the full call press on Lexus, new full size pick ups, new Camry. They have a crown will coming on next year. It’s will not less there. They are not going to stop.
Are they more exposed to the those growth markets like Russia and China that Phil we were just talking about?
Uh, they are very exposed to growth markets so ham. But that’s uh, that’s all been within the plan. They / look at the bricks locations. The Brazil, Russia, Indian, China locations and they also look at what we call non-Japan Asia, Indonesia, Malaysia, Tailand. They are gonna go very strong after those markets. They have the best breath of any company on earth when it comes to the auto motor industry.
Phil, I guess how easily could the big three unwind their own problems and get to a production level, a level of efficiency that would match Toyota’s.
Well, I think when you are looking at Toyota and General Motors on a global scale that GM has done a phenomenal job about leveraging its resources, particularly in Asia and in Korea and the Chevrolet brand is growing very aggressively overran the Asia as well as in Europe. The key for General Motors is going to be to leverage that international exposure and those international sampling factories to do even more in those developing markets. You know, we focus so much on GM, Ford and Chrysler here in the United States. Yes, it’s the largest market in the world and they have problems here. But the future really is going to depend on what they can do globally. And that’s why you see even Chrysler realizing hey we haven’t got any more aggressive growing overseas because it’s primarily in North American automaker right now.
Yeah, China, is it the fastest growing automaker in China, Uh, Toyota is /, Michael?
Toyota is doing very well, so is General Motors actually. They are doing both extremely well in China. The real growth market that a lot of / are looking at vehicle manufacturer is India. That is one market that a lot of manufacturers are looking at. And rank behind is Russia.
Are the emerging markets’ margins are noticeably higher or lower out there?
Well, it’s a margin play but it’s also a market share play. If you can be well set and get a good distribution, awaken those markets. You will be set for years to come but if you are late, you get a real problem.
Interesting, uh, Michael, Phil, I mean I guess we will be talking about it if when the moment comes, but until then it’s of the interesting speculator about, Michael Robinet and our own Phil Lebeau.