New US Administration - Possible Consequences for Japanese Automakers
There are three aspects to consider when trying to evaluate what the presidency of Donald Trump could mean for the Japanese auto industry.
- Japan as trading nation with US,
- Mexican auto production and NAFTA, and
- Emission regulations
Japan as a Trading Nation with US
How might trade be affected? Currently, passenger cars exported from Japan to the US carry a 2.5% import duty and under TPPA, that is going to be phased out over 25 years. A cancellation of TPPA or, worse, imposing higher import tariffs, would be particularly bad news for the three smaller automakers selling cars in the US, Fuji Heavy Industries (FHI), Mazda and Mitsubishi Motors (MMC), since their exports to the region remain high.
For the Japanese Big Three, the impact would be less pronounced, as their North American production ratios are high (as a percent of cars sold in the US).
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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