Tuesday, 22 December 2020

Electric Vehicles: Why Isn’t Malaysia Leading In ASEAN?


In October 2020, Hyundai started construction of a RM 1.22 billion, 30,000 electric vehicle a year plant in Jurong, Singapore. When completed in 2022, the Hyundai Mobility Global Innovation Centre (HMGICs) will be the Hyundai Motor Group’s (which also includes Kia) regional hub for electric vehicle (EVs) production and development. Out of the 30,000 EVs to be built there, about 5,000 to 6,000 units will be sold in Singapore, while the rest will be exported (Hans, www.wapcar.my).

Why did Hyundai choose Singapore instead of Malaysia when Singapore’s wage structure is high? Even more surprising is that Hyundai Motor has a 15 percent stake in the Inokom assembly plant in Kulim but chose to overlook Malaysia and picked Singapore and Indonesia.

Malaysia sold 2,256 units of Hyundai cars in 2019, far below Singapore’s 5,618 units but more than Indonesia’s 1,365 units. Hence, the sales volume is unlikely to be a factor on Hyundai’s decision.

What attracted Hyundai is the push for electric vehicles in Singapore and Indonesia. Singapore is phasing out combustion engines by 2040 and has established test-bed zones for autonomous vehicles. Singapore has also gazetted 1,000 km of roads to test autonomous vehicles in real-world driving conditions.

In January 2018, the Hyundai Motor Group invested in Singapore’s Grab and started rolling out EV variants of the Hyundai Ioniq. By November, Hyundai invested RM1.04 billion into a South East Asia-wide EV partnership with Grab. Grab has also launched its GrabCar Elektrik service in Jakarta and will roll out 500 units of Hyundai Ioniq EV there.

Hyundai knows that it will be difficult to get consumers to migrate to EVs in a big manner, and this is where Grab comes in. Car sharing, e-hailing, even driverless taxis are logical, more acceptable touch points to get consumers become familiar with EVs.

Indonesia holds 25 percent of the world’s nickel reserves, a crucial element in the manufacture of high voltage batteries for EVs. Their President, Widodo, wants to establish Indonesia as a centre for EV batteries and vehicle manufacturing, targeting to see 2,200 units of EVs, 711,000 units of hybrids, and 2.1 million units of electric motorcycles in Indonesia by 2025.

Since January, Indonesia has banned exports of nickel. This is despite protests from mining companies. The Indonesian government is showing great resolve by putting its foot down in prioritizing their country’s longer term good.

In future, cars are less likely to be purchased and owned privately but will evolve into a shared or subscribed service. Mobility as a service is the keyword here, which is why Hyundai isn’t too bothered about its present low sales in Indonesia and Singapore. Their priorities are forward thinking government policies and a rich pool of intellectual technical talent.

Apart from Hyundai, Toyota, BMW, and Mercedes-Benz too have completed their electric/plug-in hybrid vehicle battery plants in Thailand. Where is Malaysia? As the only Asean nation with the capability to fully design, engineer and manufacture cars from the ground up, shouldn’t Malaysia be at the forefront of this EV charge in the region? The National Automotive Policy was announced on 21 February 2020. It has a lot of new policies and ambitions—next generation vehicles, mobility as a service and Industrial Revolution 4.0. It is now close to a year. Lots of MoUs signed but no actual development. Is that Malaysia?

 

 

References:

1.     Hans, The Malaysian link behind Hyundai’s decision to build this sexy EV in Singapore, www.wapcar.my/

2.     Daniel Fernandez, Why isn’t Malaysia leading the charge in EV development? www.freemalaysiatoday.com/

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