Car "Dude" Alan

Issue 171 -- 29 March 2007

How do sales of cars and trucks in Mexico compare to sales in the U.S.? In fact, how many cars are made in Mexico? Don't they make a lot of cars there that are imported into the U.S.? Well, let's see... You may be surprised, just as I was. In general, there are a lot less cars and trucks made there than I thought, and there are a lot less sold there than I thought.

Looking at numbers provided by the Mexican Automotive Industry Association as published by Automotive News, we can see that there were 142,814 cars and trucks made in Mexico in January of this year. Of those made there, 45,197 were purchased there. There were 97,674 cars and trucks purchased in Mexico in January, so that means that 52,477 were imported. So that means that Mexicans bought more imported cars than domestically-produced cars and trucks. They did export 97,617 cars and trucks, so they exported just about as many cars and trucks as they bought.

Note that in this discussion that the definition of "truck" is the same as it is here. That means that vehicles like a Chrysler PT Cruiser or Ford Fusion is a "truck" not a car.

What cars and trucks did Mexicans buy? Here is the table from Automotive News:

Mexico Car and Truck Sales
 
January
2007
January
2006
 BMW total
801
806
     car
591
624
     truck
210
182
 DaimlerChrysler total
10,466
10,455
     Chrysler car
4263
4743
     Chrysler truck
5670
5052
     Mercedes car
305
337
     Mercedes truck
197
280
     Smart car
31
43
 Ferrari total
1
2
 Fiat total
256
1
 Ford total
15,907
16,236
     Ford car
4976
6074
     Ford truck
10,673
9865
     Jaguar car
12
24
     Land Rover truck
58
66
     Volvo car
164
139
     Volvo truck
74
68
 General Motors total
21,636
22,415
     car
14,396
15,022
     truck
7240
7393
 Honda total
4286
3853
     car
1732
2333
     truck
2554
1520
 Mazda total
1100
402
     car
763
355
     truck
337
47
 Mitsubishi total
1478
1483
     car
602
552
     truck
876
931
 Nissan total
19,261
18,517
     car
12,944
11,937
     truck
6317
6580
 Peugeot total
1405
1620
     car
1225
1355
     truck
180
265
 Porsche total
45
50
     car
39
23
     truck
6
27
 Renault total
1526
1893
 Subaru total
44
none
 Suzuki total
448
289
     car
143
117
     truck
305
172
 Toyota total
4357
4070
     car
2554
1527
     truck
1803
2543
 Volkswagen total
14,657
14,481
     car
13,464
13,711
     truck
1193
770
     
     Total cars
59,774
60,661
     Total trucks
37,900
35,912
 Total Mexico sales
97,674
96,573

Compare these numbers to the total sales of cars alone in the U.S. in January of 508,011. We bought 160,291 imported cars old and bought 347,720 domestically-produced cars. Perhaps an interesting way of presenting this data is that there were 0.00909 cars purchased per person in Mexico in January. There were 0.01702 cars purchased per person in the United States. This data is from population numbers from 2006.

It is interesting that the big sellers of cars and trucks in Mexico are GM, Nissan, Ford, Volkswagen, and DaimlerChrysler -- with GM pretty far ahead of the others. Nissan has not only a bit vehicle production presence in Mexico, but also sells significantly more cars and trucks than both Honda and Toyota. While the Mexican market is small now, don't count on that lasting too long.

Strong demand for light trucks caused a total vehicle sales increase in Mexico of 1.1 percent over January 2006. And the Japanese automakers showed the best results with Nissan getting a 4.0 percent sales increase, moving significantly closer to GM who had a 3.5 percent decrease. Ford was down some 2.0 percent. Toyota sales increased some 7.1 percent and Honda's increase was 11.2 percent. Does this sound like the situation in the United States -- but in miniature? It sure does to me.

Ferrari did sell one car in Mexico in January, but sold 2 last year in January. Wow, was that ever a sales decrease if you look at the percentage. There are no numbers for Lamborghini, so I assume they sold no cars in Mexico, though Audi and Bentley are also missing from the list. Those numbers could be folded into the numbers for Volkswagen cars.

The cars and trucks produced in Mexico are a bit different than what Mexicans buy. Here is that table from Automotive News:

Mexico Car and Truck Production
 
January
2007
January
2006
 DaimlerChrysler total
14,187
23,990
     Mexico car
163
248
     Export car
11,973
11,196
  Total car
12,136
11,444
     Mexico truck
165
432
     Export truck
1886
12,114
  Total truck
305
337
 Ford total
23,073
23,836
     Mexico car
1219
929
     Export car
17,690
20,468
  Total car
18,909
21,397
     Mexico truck
3648
2314
     Export truck
516
125
  Total truck
4164
2439
 General Motors total
25,251
39,328
     Mexico car
5230
5952
     Export car
6548
8395
  Total car
11,778
14,347
     Mexico truck
1891
2527
     Export truck
11,582
22,454
  Total truck
13,473
24,981
 Honda total
2130
2165
     Mexico car
675
925
     Export car
1455
1240
 International export truck
1236
1286
 Nissan total
47,367
31,812
     Mexico car
15,122
13,638
     Export car
27,705
13,905
  Total car
42,827
27,543
     Mexico truck
4201
3861
     Export truck
339
408
  Total truck
4540
4269
 Renault Mexico car
596
581
 Toyota export truck
2457
2970
 Volkswagen total
19,088
33,146
     Mexico car
4708
5751
     Export car
14,230
27,288
  Total car
18,938
33,039
     Mexico truck
150
107
  Total truck
150
107
 Other Mexico truck (est.)
7429
5867
     
     Mexico car
27,713
28,024
     Export car
79,601
82,492
  Total car
107,314
110,516
     Mexico truck
17,484
15,108
     Export truck
18,016
39,357
  Total truck
35,500
54,465
 Total Mexico sales
142,814
164,981

More cars domestically-produced in Mexico are exported than are purchased in Mexico, but the numbers for trucks are nearly the same. It should be of some concern, however, that production of vehicles was really down in January, compared to last year -- some 15.5 percent. A big chunk of that was DamilerChrysler (read Dodge) truck production going from 12,546 to just 2051. Also Ford and GM truck production was down by about 50%.

Not only does Nissan sell a lot of cars (second to GM) in Mexico, but it makes significantly more cars than any other producer in Mexico. The top selling car or truck in Mexico is the Nissan Tsuru, which is an old Sentra. I found it odd the last time I was in Mexico that some of them were labeled Sentra, but most were labeled Tsuru. I couldn't get an explanation of what the difference was. Maybe it was just some owners changing the label, or perhaps it was some owners bringing cars from the U.S.

Only GM made about the same number of cars as trucks in Mexico in January. Well, I should make an exception for Toyota, because they made only trucks and all were exported here. Nissan made almost ten times as many cars as trucks, and exported very few of the trucks they did make. Volkswagen makes almost no "trucks" in Mexico, yet offers for sale trucks from a Touareg to a cab for a semi-trailer. Those really big trucks aren't included in the table. VW also offers bus chassis for sale in Mexico, but not here.

The most interesting vehicle to me available and made in Mexico is their little pickups. If you can remember the distant past when Volkswagen offered a Rabbit pickup here in the early 1980s. This is a unit-bodied trucklet that sold well enough that Dodge built their own, called the Rampage. In any case, this little truck has persevered in Mexico and versions are built by Ford, "Chevy", and Volkswagen. I'm going to Mexico soon, and I'll bring back some pictures of these cute little trucks. I think there really is a market for such a truck here.

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