Japan In November 2012: Kei Cars Save The Month

Bertel Schmitt
by Bertel Schmitt

Some forecasters expected Japan’s appetite for new cars to drop by more than 20 percent in the last quarter after government incentives expired in September. So far, it is not happening. Sales of new cars, trucks and buses declined a minuscule 0.4 percent in November. Elsewhere you may read that the market was down 3.3 percent, but they are not giving you the whole story. Sales of mini vehicles, or kei cars actually were up in November, pulling the market nearly completely out of minus territory.

Regular vehicle sales Japan November 2012ManufacturerNov ’12Nov ’11YoYYTD ’12YTD ’11YoYDaihatsu244296-17.6%2,7802,874-3.3%Hino3,5503,06815.7%38,46730,79224.9%Honda19,54932,777-40.4%405,018347,58716.5%Isuzu4,5564,1858.9%54,40037,80243.9%Lexus3,1623,795-16.7%40,69040,1231.4%Mazda10,63210,879-2.3%156,464135,23615.7%Mitsubishi5,2324,55015.0%56,88951,50510.5%Mitsubishi Fuso2,7063,159-14.3%31,83024,44830.2%Nissan34,64939,470-12.2%475,415411,81115.4%Subaru11,8874,841145.5%96,77866,95944.5%Suzuki5,2776,080-13.2%83,25971,00717.3%Toyota122,021120,3051.4%1,511,4101,056,10543.1%UD Trucks773955-19.1%8,3667,59310.2%Other19,73617,87610.4%214,079183,27216.8%Total243,974252,236-3.3%3,175,8452,467,11428.7%Data courtesy Japan Automobile Dealers Association

Sales of regular vehicles were down 3.3 percent to 243,974 units, the Japan Automobile Dealers Association JADA said today. Honda’s sales dropped an alarming 40.4 percent, those of Nissan are down 12.2 percent. Don’t be too alarmed about Honda, they made it more than up elsewhere …

Mini vehicle sales Japan November 2012ManufacturerNov ’12Nov ’11YoYYTD ’12YTD ’11YoYSuzuki45,27145,2430.1%549,571438,23725.4%Daihatsu46,89852,361-10.4%632,695497,82727.1%Mitsubishi5,2196,906-24.4%75,13285,945-12.6%Subaru3,2329,322-65.3%66,76776,289-12.5%Honda30,6018,150275.5%295,389114,486158.0%Mazda3,9653,9510.4%49,51042,55716.3%Nissan11,83515,336-22.8%145,395134,3998.2%Toyota2,9312,05942.4%40,8574,120891.7%Other163433.3%574042.5%Total149,968143,3314.6%1,855,3731,393,90033.1%Data courtesy Japan Mini Vehicles Association

Data provided by the Japan Mini Vehicle Association paint a different picture for kei cars. Honda tore into the kei car market with a number of (slightly) different NBOXes. Honda’s kei sales were up a huge 275.5 percent and helped lift the market for mini vehicles by 4.6 percent in November.

Total vehicle sales Japan November 2012ManufacturerNov ’12Nov ’11YoYYTD ’12YTD ’11YoYDaihatsu47,14252,657-10.5%635,475500,70126.9%Hino3,5503,06815.7%38,46730,79224.9%Honda50,15040,92722.5%700,407462,07351.6%Isuzu4,5564,1858.9%54,40037,80243.9%Lexus3,1623,795-16.7%40,69040,1231.4%Mazda14,59714,830-1.6%205,974177,79315.9%Mitsubishi10,45111,456-8.8%132,021137,450-3.9%Mitsubishi Fuso2,7063,159-14.3%31,83024,44830.2%Nissan46,48454,806-15.2%620,810546,21013.7%Subaru15,11914,1636.7%163,545143,24814.2%Suzuki50,54851,323-1.5%632,830509,24424.3%Toyota124,952122,3642.1%1,552,2671,060,22546.4%UD Trucks773955-19.1%8,3667,59310.2%Other19,75217,87910.5%214,136183,31216.8%Total393,942395,567-0.4%5,031,2183,861,01430.3%

Consolidated, it looks like this. The market is down only slightly. Nissan’s COO Toshiyuki Shiga said in a recent interview with The Nikkei [sub] that he thinks “sales declines in response to the end of the subsidy program should be limited.” And indeed, that appears to be the case.

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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  • Bob Hey Tassos, have you seen it with top down. It's a permanent roll bar so if it flips no problem. It's the only car with one permanently there. So shoots down your issue. I had a 1998 for 10 years it was perfect, but yes slow. Hardly ever see any of them anymore.
  • 3-On-The-Tree 2007 Toyota Sienna bedsides new plugs, flat tire on I-10 in van Horn Tx on the way to Fort Huachuca.2021 Tundra Crewmax no issues2021 Rav 4 no issues2010 Corolla I put in a alternator in Mar1985 Toyota Land Cruiser FJ60 280,000mi I put in a new radiator back in 08 before I deployed, did a valve job, new fuel and oil pump. Leaky rear main seal, transmission, transfer case. Rebuild carb twice, had a recall on the gas tank surprisingly in 2010 at 25 years later.2014 Ford F159 Ecoboost 3.5L by 80,000mi went through both turbos, driver side leaking, passenger side completely replaced. Rear min seal leak once at 50,000 second at 80,000. And last was a timing chain cover leak.2009 C6 Corvette LS3 Base, I put in a new radiator in 2021.
  • ChristianWimmer 2018 Mercedes A250 AMG Line (W177) - no issues or unscheduled dealer visits. Regular maintenance at the dealer once a year costs between 400,- Euros (standard service) to 1200,- Euros (major service, new spark plugs, brake pads + TÜV). Had one recall where they had to fix an A/C hose which might become loose. Great car and fun to drive and very economical but also fast. Recently gave it an “Italian tune up” on the Autobahn.
  • Bd2 Lexus is just a higher trim package Toyota. ^^
  • Tassos ONLY consider CIvics or Corollas, in their segment. NO DAMNED Hyundais, Kias, Nissans or esp Mitsus. Not even a Pretend-BMW Mazda. They may look cute but they SUCK.I always recommend Corollas to friends of mine who are not auto enthusiasts, even tho I never owed one, and owned a Civic Hatch 5 speed 1992 for 25 years. MANY follow my advice and are VERY happy. ALmost all are women.friends who believe they are auto enthusiasts would not listen to me anyway, and would never buy a Toyota. They are damned fools, on both counts.
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