PHILIPPINES
Iron and Steel Industry Report
ก กกกก กกก!"#$#
3 3 34 56
I II III
1. 2. 3. 4. 5.
1 3 30 35 40
56 9:ก ; 56 กก ก>ก4?ก "B;; Cก 56กก ก
54 ก ก. 59E F กกก (HS 72) F"##K $" . 4 กC59E F กกก (HS 72) ก ก JPEPA(Japan-Philippines Economic Partnership Agreement)
Malaysian Steel Industry
I
58 71
ก กกกก กกก!"#$#
#EK 1 #EK 2 #EK 3 #EK 4 #EK 5 #EK 6 #EK 7 #EK 8 #EK 9 #EK 10 #EK 11 #EK 12 #EK 13
E CกกXY ""Y : F ก!กกกXY ""Y "ก#ก"#XY ""Y " >ก?ก# "5#![ XY ""Y ? "\ 2008 C! ก?ก# ? ก![ XY ""Y ? "\ 2008 C! ก?ก4! EC C (HRC) ? ก![ XY ""Y ? "\ 2008 C! ก?ก4! (HRP) ? ก![ XY ""Y "\ 2008 C! ก?ก4! EC (CRC) ? ก![ XY ""Y ? "\ 2008 C! ก?ก4! `กE (Galvanized) ? ก![ XY ""Y ? "\ 2008 C! ก?ก4! `CEก (Tinplate) ? ก![ XY ""Y ? "\ 2008 C! ก?ก4! `` K [ (Other Coated) ? ก![ XY ""Y ? "\ 2008 C! ก?ก# ? ก![ XY ""Y ? "\ 2008 C! ก?4 5>fก? ก![ XY ""Y ? "\ 2008
Malaysian Steel Industry
II
5 35 39 41 42 45 46 47 48 49 49 49 50
ก กกกก กกก!"#$#
"#EK 1 "#EK 2 "#EK 3 "#EK 4 "#EK 5 "#EK 6 "#EK 7 "#EK 8 "#EK 9 "#EK 10 "#EK 11 "#EK 12 "#EK 13 "#EK 14 "#EK 15 "#EK 16 "#EK 17 "#EK 18 "#EK 19 "#EK 20 "#EK 21 "#EK 22 "#EK 23 "#EK 24 "#EK 25 "#EK 26 "#EK 27 "#EK 28 "#EK 29
ก 4 5>f "#XY ""Y ! "ก ก F!ก"#XY" "Y C! !ก กก# "#XY ""Y " >ก Fก6 กXY ""Y "\ 2004-2008 " >ก4 59กXY ""Y "\ 2005-2008 " >ก F9กXY ""Y "\ 2004-2008 " >ก!ก9กXY" "Y "\ 2004-2008 " >ก FX CXY ""Y "\ 2003-2008 " >ก!กX CXY ""Y "\ 2003-2008 " >ก4 594 5>fกกKF;"XY ""Y "\ 2003-2008 " >ก4 5 XY ""Y "\ 2003-2008 " >ก F XY" "Y "\ 2003-2008 " >ก!ก9กXY" "Y "\ 2005-2008 " >ก 5กF;"XY ""Y "\ 2003-2008 " >ก4 ก 5ก XY ""Y "\ 2003-2008 " >ก4 ก 5ก CXY ""Y "\ 2003-2008 " >ก4 ก 5ก"6>XY ""Y "\ 2003-2008 " >ก4 ก 5ก4! XY ""Y "\ 2004-2008 " >ก4 ก 5ก4! EC C XY" "Y "\ 2003-2008 " >ก4 ก 5ก4! EC XY ""Y "\ 2003-2008 " >ก4 ก 5ก4! `กEXY ""Y "\ 2004-2008 " >ก4 ก 5ก4! `CEกE ก$gC XY ""Y "\ 2003-2008 " >ก4 ก 5ก4! ``K [XY ""Y "\ 2005-2008 " >ก Fก XY ""Y "\ 2004-2008 " >ก!กก XY ""Y "\ 2005-2008 " >ก Fก CXY ""Y "\ 2003-2008 " >ก Fก"6>XY ""Y "\ 2003-2008 " >ก!กก"6>XY ""Y "\ 2005-2008 " >ก Fก4! XY ""Y "\ 2004-2008
Malaysian Steel Industry
III
1 2 3 6 7 7 8 9 9 10 11 12 12 13 14 15 15 16 17 17 18 19 19 20 21 21 22 23 23
ก กกกก กกก!"#$#
"#EK 30 "#EK 31 "#EK 32 "#EK 33 "#EK 34 "#EK 35 "#EK 36 "#EK 37 "#EK 38 "#EK 39 "#EK 40 "#EK 41 "#EK 42 "#EK 43 "#EK 44 "#EK 45 "#EK 46 "#EK 47 "#EK 48 "#EK 49 "#EK 50 "#EK 51 "#EK 52
" >ก Fก4! EC C XY ""Y "\ 2003-2008 " >ก!กก4! EC C XY ""Y "\ 2006-2008 " >ก Fก4! EC XY ""Y "\ 2003-2008 " >ก!กก4! EC XY ""Y "\ 2004-2008 " >ก Fก4! `กEXY ""Y "\ 2004-2008 " >ก!กก4! `กEXY ""Y "\ 2003-2008 " >ก Fก4! `CEกE ก$gCXY ""Y "\ 20032008 " >ก Fก4! ``K [XY ""Y "\ 2005-2008 " >ก!กก4! ``K [XY ""Y "\ 2005-2008 ! "ก4 5>f XY ""Y C! ก 5ก ก! `K? "\ 2008 " >ก 5กF;"XY ""Y "\ 2003-2008 4 5>f "#? 5กก!XY ""Y "\ 1996-2008 6`i #EK 3!กก!5ก XY ""Y "\ 1996-2008 C Eกก! `KXY ""Y ? "\ 2000-2008 C! ก?ก# "5#![ XY ""Y "\ 1999-2008 C! ก?ก# "5#![ XY ""Y "\ 2004-2008 " >ก Fก4! EC CกCกC` iF ? "\ 2000-2008 C Eก4 ก`K;กก`K?$XXj #E ก"\ 2000 " >ก!กกF;"กกKF;" $# $" XY ""Y "\ 2002-2009 " >ก!ก $# ก!ก$" XY ""Y "\ 2002-2009 " >ก F"#XY ""Y "\ 2002-2008 " >ก F"#XY ""Y "\ 2002-2008 " >ก4 5 XY ""Y "\ 2003-2008
Malaysian Steel Industry
IV
24 25 25 26 26 27 28 28 29 30 31 32 32 33 40 43 44 46 52 53 54 54 55
ก กกกก กกก!"#$#
&9%:&;ก ;?> !D "C:: 4,000
400 3,507 3,374
350
3,500
3,127 2,935
3,000
2,764
53.5%
31.6%
14.9%
2007
54.2%
31.6%
14.2%
2006
54.2%
31.7%
14.2%
2,578 2,311
2,360
2,455
2,500 2,000 317
299
250
231
211
197
100
185
150
272
200
1,500
USD per Capita
250
178
Unit: Billion USD
300
2008
2000
52.0%
32.3%
15.8%
1,000 500
50
1990
43.6%
34.5%
21.9%
0
0 2000 2001
2002 2003 2004 2005 2006 GDP at PPP
2007 2008
0%
20% Services Sector
GDP per capita at PPP
40%
60%
Industry Sector
80%
100%
Agriculture Sector
1: ก ! " #$$%&! '"&(%"ก) : Asian Development Bank
"5 2000 "J KK " 89 ""9 $FL ?I ! E? :ก 178 L > ? 7.5% RF> ก F! KK !"ก89 ""9 ก$FL ?I :ก 2,316 > ? 5.3% ! !$กF! KK !"ก89 ""9 89 ""9 E !?Gก E?"> #> ก $# #>? 8,000 > ? $FFก 4.8 L > ? 4.0% ก!ก#F K HRX#>?#G:ก#F 2.7% K HRX"9> 2.5% 30
5
20.9 15.3
14.5
14.6
20.1
21
21.2 16.7
19.7 16.8
19.1 17.7
17.1 19
21.2
14.3 18.8
12.4 20.3
14.2 24.8
10
14.6 24
15
17.3
20
14.5 22.5
Unit: % of GDP
25
0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Saving
Domestic Capital Formation
3: ก '"ก:%" #$$%&! : Asian Development Bank
ก! ก F กY;=ก :"#L "9 "J >ก"# ?#>?>กก E :ก!"# LE?# D "# #GD"C:: "#""CI !"##>?>:G ก #GD =>HKกL Z: $!Fก# H D "#$F D >กF ? ก Philippines Steel Industry
2
ก กกกก กกก!"#$#
"#:$!$F !D F#>?กE?"> #> ก"#E? [ !ก> I ก !D F> !D Fก# >กF
2. :&;ก ; I กก (Iron Making) W? > F:>F >I ก กK กก 89 ""9 >ก กK กF กD$88VD ก;ก"J กก F >KK D I >I#IF 9 F ก F >กGกK #ก ก 1.26 K HRX#>?K $F:กI >I#IF:"J F KK 89 ""9 :$!> กK "E
ก กK กG:" D ก!KK กG:"89 ""9 !ก$F"J 2 ก! ! E KK ก# ก# F > FKK #I 2 ก! >ID กก"# 89 ""9 >F!$" >I K HRXก# 89 ""9 >K"กกD ก!ก# ! 25 D :G >I"J KK #>? ก $F 15 >กGกK 4.3 F > ;# Steel Asia "J KK
D?F >KK #>?K ก"LR$F 7 >กGกK 0.42 ก:ก >I89 ""9 KK #>?K ก F$F 4 >กGกK 0.7 F > Cathay Pacific Steel "J KK D
Philippines Steel Industry
3
ก กกกก กกก!"#$#
K HRXก# 89 ""9 >K"กกD ก!ก# #IF 12 D :G >I"J KK #>? ก>F #I F L> 1 E Global Steel >กGกK 1.7 !"5 D RF> ก 89 ""9 >KK #>?K กK! >F $F 3 E ;# Global Steel ;# Steel Corp ;# Core Steel F >กGกK 1.21 !"5 Gก!KK กK! Eก>D 89 ""9 >ก 14 >"J กGกK 1.4 !"5 F Union Galvasteel Corp "J KK #>?>กGกK F ก:ก >I 89 ""9 >KK กK! EF>ก/> ก$WF>ก 1 >กGกK 0.21 !"5 >KK กE>>ก#IF 4 >กGกK 0.17 !"5
Philippines Steel Industry
4
ก กกกก กกก!"#$#
1: " JMK&I:&;ก ; F F - กL กกL :กL ! 89 ""9 $!>กK กI F $!>#IกK กL ก (Pig iron) กL (DRI/HBI) W?กDกL กกL > :G"J #>?:>ก G:ก!"# Pig Iron Import Breakdown 2007
Pig Iron Import (unit : ton)
Other 22%
3,150 2,060
2004
1,803
2005
China 25%
3,202 Germany 8%
1,154 2006
India 9%
2007
Japan 19% Thailand 17%
2008
4: ก%H I ;?: SEAISI, WTA
89 ""9 >ก GกL กD " R$!ก ก F !#>? 2,060 D "5 2004 :ก I
Fก GกF: E 1,154 D "5 2006 ก! #>?:L ?I "J 3,150 3,202 D "5 2007 2008 GF F ! GกL ก#>?G W?>F! 25% ก G#IF Gก GกL > ! ก :ก #>? :$F L ! 89 ""9 >ก GกL HBI :G 75 D "5 2006 25 D "5 2007 #! I ! F ก!ก $!L ก!กกL กL ก89 ""9 ! !DF Philippines Steel Industry
6
ก กกกก กกก!"#$#
2,500
Domestic supply and consumption of scrap (unit : thousand tonnes) 1,973
1,916
2,000
1,585 1,488 1,500
1,000
825
817
642 541 500
0 2005
2006
2007
Domestic Supply
2008
Scrap Consumption
5: ก'")MK ;?: SEAISI, WTA
E?:ก"#89 ""9 $!>กGกK กI #GD#GกK กF :ก;ก"J !89 ""9 :>กK ;กH D "# 1.5-2.0 !"5 W?$!กE?"> #> ก"#E? [W> ! E?89 ""9 > H;ก H D L> 500,000-900,000 #! I #GD89 ""9 > D ก!ก;ก$F F E !89 ""9 "J !!ก;ก#>?G?I !D H H W> ก@> D Scrap Import (unit : ton) 63,336
Scrap Import Breakdown 2008 63,028
Hong Kong, 3% Singapore, 4% Indonesia, 4% S.Korea, 8%
24,415 13,294
2005
Taiwan, 9%
2006
2007
2008
6: ก%H I ;?: SEAISI, WTA Philippines Steel Industry
7
Other, 9%
China, 51%
Japan, 12%
ก กกกก กกก!"#$#
89 ""9 :"J K!ก;ก#Z !ก >ก G;ก !D " R ก F D "5 2005 "5 2006 89 ""9 >ก G;ก#IF 12,104 22,762 GF D R#>?ก G"5 2007 2008 $FL!I "J 98,703 63,028 F กก !? ?"J ก G;ก:ก"#:> Scrap Export Breakdown 2008
Scrap Export (unit : ton) 1,274,379
Singapore, 4% Japan, 6%
1,147,946
947,491 767,759
China, 10% Bangladesh, 11%
2005
2006
2007
Other, 7% Taiwan, 19% S.Korea, 16%
Thailand, 12%
Indonesia, 13%
2008
7: ก&(ก ;?: SEAISI, WTA
F ก!ก 89 ""9 "J !!ก;กG ก@> D F
Fก!ก;ก$FL ?I :ก 947,497 D "5 2005 L ?I : :FF#>? 1,274,379 D "5 2006 ก! #>?:! [FE 767,759 D "5 2008 F F!กก ;ก:ก89 ""9 $Fก! $ ก>D F W> $#
- 8 8 "J F ! ?#>?DD ก กK กก !" RกD :$!กE?"> #> ก F ก ! ;ก EกL ก !ก"J ?#>?F$!$FD กK G"#89 ""9 $!>กK 8 D "# #GDก H: L?L ก G"J G
?$!ก !> L ?I #ก"5 F D "5 2008 89 ""9 >ก G8 F#IF 15,631 F ! D
D F กK Semi-Finished Consumption (unit : thousand tonnes) 2,500
2,245
2,000
1,830 1,380
1,500
1,590
1,805
1,681
1,000 500 0 2003
2004 Production
2005 Import
2006 Export
2007
2008
Consumption
10: ก'")MK ! ; กกK กก?G:"ก>กL ?I ! ก ! !$กกK กก? G:"89 ""9 !D F#>??G E?#> ก กH D "##GD> ก GK HRXก?G:":ก!"# F @L !
?D F ก# 89 ""9 :L?L ก G" EกK! >F :ก!"##IF E?:ก$!>กGก K "H D "#
Philippines Steel Industry
10
ก กกกก กกก!"#$#
Capacity Utilization 2008 (unit : thousand tonnes, %)
Billet Consumption (unit : thousand tonnes) 2,000
1,830
1,500
1,260
1,744 1,497 1,380
1,554 1,404
711
1,000
56%
500 0 2003
2004
2005
Production
2006
2007
Production Production
2008
Consumption
Capacity Capacity
Billet
11: ก'")MK) #$$%&! \ 2003-2008 #>?: SEAISI
D "5 2003 89 ""9 >ก H 1,830,000 :ก I ก H $FF E 1,380,000 D "5Fก! #>?:L ?I !! E?: " RF !#>? 1,744,265 D "5 2007 D "5 2008 ก H>ก !#>? 1,554,497 GF กK 89 ""9 >กK D " R#>? $!ก กE?#> ก" Rก HกGก K H D "# F D "5 2003 89 ""9 >กK L> 467,000 #! I ! !$ก กกK 89 ""9 > L ?I !! E?: "5 2007 #>?>กK !#>? 718,000 ก! #>?:Fก D "5 2008 !#>? 710,669 F F"J ก DกGกK #>? 56% E?#> กกGกK #>? 1,260,000 !"5
Philippines Steel Industry
11
ก กกกก กกก!"#$#
ก G-!ก Billet Import (unit : ton)
Billet Import Breakdown 2008
1,405,000 980,000 1,027,130
Malaysia, 4% Turkey, 7% Russia, 7%
1,026,265 853,128
846,442
Other, 3% Ukraine, 15% Brazil, 13%
S.Korea, 7% India, 10%
2003
2004
2005
2006
2007
2008
China, 11%
Taiwan, 12%
Vietnam, 12%
12: ก%H I) #$$%&! \ 2003-2008 #>?: SEAISI, WTA
F ก G 89 ""9 >ก G FD "5 2003 F
Fก G 1,405,000 ก! #>?" Rก GD "5:Fก H !$กF> E?ก H กLEI "5 2003 !" Rก Gก$!L ?I E?:กก#F# F กK H D "# 89 ""9 > Fก G D "5 2008 #>? 853,128 F ! G #>?G< $Fก! "# W > F :> $ ! F ก!ก$!> ก!ก :ก89 ""9 ! !DF Slab Import (unit : ton) 276,278
Slab Import Breakdown 2008
319,079
Ukraine, 4%
250,139 Russia, 32% Brazil, 64%
92,586
2005
2006
2007
2008
13: ก&(ก ;?: SEAISI, WTA
Philippines Steel Industry
12
ก กกกก กกก!"#$#
G" 89 ""9 $!>กGกK "D "# #GDL?L ก G" :ก!"##IF :ก :89 ""9 ?>ก G"I!"5 2005 F
Fก G 92,686 :ก I Fก Gก$FL ?I ! E?: D "5 2007 89 ""9 >
Fก G"F !#>? 319,079 D "5 2008 ก G F !#>? 250,139 G"#!ก"Dก89 ""9 $Fก! W W> F ก !ก $!Lก!ก":ก"#89 ""9 ! ก ! ; ก "#E? [ D W> ! $# > F F W> W> D "5 2003 "J "5#>?89 ""9 >
Fก HกF#>? 3,592,000 :ก I " Rก Hก89 ""9 $FF E 3,040,606 D "5 2004 ก! #>?:L ?I !! E?: "J 3,560,267 D "5 2008 ก Gก HกD "5 2008 ก Hก# 89 ""9 > F! #>? 62% F @L !
?ก W?>F! 42% ก Hก 89 ""9 !Gก!ก# กK! E:>F! F F กK! Philippines Steel Industry
13
ก กกกก กกก!"#$#
>F F F! 18% 15% ก Hก GF กK! >F >F! ก HL> ก E 2% ก H-กK ก# - ก (Bar) Capacity Utilization 2008 (unit : thousand tonnes, %)
Bar Consumption (unit : thousand tonnes) 2,000 1,500
1,355 1,107
1,031
4,300
1,563
1,463 1,130
1,000
1,520
500
35%
0 2003
2004
2005
Production
2006
2007
2008
Production Production
Capacity Capacity
Bars
Consumption
15: ก'"ก)MK ;?: SEAISI
ก Hก 89 ""9 "5 2004 > L ?I ! E? F L ?I :ก 1,030,975 D "5 2004 "J 1,562,545 D "5 2008 D R#>?" RกK ก D "# F"J F! กFกE 100% ก H F กK ก ก$FL ?I :ก 995,000 D "5 2004 "J 1,520,414 D "5 2008 W? F"J กDกGกK 35% E? #> กกGกK ก #IF 4,300,000 !"5
Philippines Steel Industry
14
ก กกกก กกก!"#$#
- ก F (Wire Rod) Wire rod Consumption (unit : thousand tonnes) 500
431 377
400 300
316
312
295
263
200 100 0 2003
2004
2005
2006
Production
2007
2008
Consumption
16: ก'"ก)MK ;?: SEAISI
E?:ก89 ""9 $!>กGกK ก FH D "# ก Hก F 89 ""9 :L?L ก G:ก!"#"J ก F D ! "5 2003-2008 ก Hก F$# $FL ?I :ก 295,000 D "5 2003 "J 377,000 D "5 2008 - ก"LR (Section) Capacity Utilization 2008 (unit : thousand tonnes, %)
Section Consumption (unit : thousand tonnes) 600
420
525
500 393
400
358 321 269
300
215
200
78
100
19%
0 2003
2004
2005
Production
2006
2007
Production Production
2008
Capacity Capacity
Section
Consumption
17: ก'"ก)MK ;?: SEAISI
Philippines Steel Industry
15
ก กกกก กกก!"#$#
89 ""9 >ก Hก"LR#>?F !! E? F ก Hก "LR$FF:ก 525,000 D "5 2003 EL> 214,679 D "5 2008 ! F กK ก>กF ก H F กK ก"LR$FF:ก 415,000 D "5 2003 W? F"J กE 100% กGกK EL> 77,875 D "5 2008 W? F"J กDกGกK L> 19% #! I ก# - กK! >F K! (Hot Rolled Plate w HRP) Plate Consumption (unit : thousand tonnes) 333
350 300 250 194
200
197
205
150 94
100 50 0
2004
2005 Production
2006
2007
2008
Consumption
18: ก'"ก)MK ; 443,470 D "5 2008 ! F กK 89 ""9 $F ?>ก ! >กK กK! >F F IกD "5 2005 F > FกK D "5 กL> 1,264 :ก I $FL ?I : !#>? 292,006 D "5 2007 215,192 D "5 2008 F F"J กDกGกK 13% E?#> กกGกK F#>? 1,700,000 - กK! >F F (Cold Rolled Coil w CRC) Capacity Utilization 2008 (unit : thousand tonnes, %)
CR Coil Consumption (unit : thousand tonnes) 700
610
600
1,210
589
500
457
491
476 378
400 300
184
200 100
15%
0 2003
2004
2005
Production
2006
2007
Production Production
2008
Capacity Capacity
CRC
Consumption
20: ก'"ก)MK ;?: SEAISI
ก HกK! Eก>89 ""9 >กF ! E? !! "5 1999 F
F:ก Fก H 500,000 D "5 1999 EL> 151,132 D "5 2006 ก! #>?: กEII #>? 204,710 D "5 2007 !$กก H$F >กID "5 2008 F >" R !#>? 191,342 D R#>?" RกK ก>กF ก H F F :ก F 429,000 D "5 1999 EL> 126,000 D "5 2008 W? F"J กDกG กK L> 9% E?#> กกGกK F#>? 1,408,000
Philippines Steel Industry
18
ก กกกก กกก!"#$#
- กK! EF>ก/> (Tinplate/Tin-free Steel Sheet) TP/TF Consumption (unit : thousand tonnes) 250
237 220
231 204
197
200
189
150 100 50 0 2003
2004
2005
2006
2007
Production
2008
Consumption
22: ก'"ก)MK ;ก ?K HRX#>?89 ""9 $!>กGK H D "# #GDL?L ก G:ก!"##IF F D ! "5 2003-2008 ก HกK! EEF>ก> ก$WF89 ""9 $F! [F:ก 237,000 D "5 2004 "J 189,000 D "5 2008 - กK! EE? [ (Other Coated Steel Sheet) Other Coated Sheet Consumption (unit : thousand tonnes) 300 250
258
241
225 206
200 150 100 50 0 2005
2006 Production
2007
2008 Consumption
23: ก'"ก)MK ;?: SEAISI, WTA
Philippines Steel Industry
23
China, 25%
ก กกกก กกก!"#$#
F 89 ""9 > ก GกK! #>?L ?I F L ?:ก 94,088 D "5 2004 "J 193,558 D "5 2005 ก! #>?:L ?I "J 324,249 D "5 2008 G #>? GกE#IF:"J Fกก F > Fกก$ ! 3%-5% ! GกK! ก89 ""9 $Fก!"#:> ?"{ ! ก!ก$!> "ก| - กK! >F K! F (Hot Rolled Coil w HRC) HR Coil Import (unit : ton)
HR Coil Import Breakdown 2008
814,000 688,000
Singapore, 2% S.Korea, 3%
474,318 492,960 384,976
337,813
Other, 4%
China, 10% Japan, 53% Taiwan, 28%
2003
2004
2005
2006
2007
2008
30: ก%H I ;?: SEAISI, WTA
Gก!ก 89 ""9 >ก!กกK! >F F #>? ก ?> ก!กI!"5 2006 "J F
Fก!กD "5 2006-2008 "J 84,030, 64,310 58,448 GF F D "5 2008 !F!กก $Fก! ก# F W>
- กK! >F (Cold Rolled Coil w CRC) CR Coil Import (unit : ton)
CR Coil Import Breakdown 2008
442,118
Other, 7%
380,000
Indonesia, 4% Australia, 6%
314,018 298,301 300,583
Taiwan, 34%
239,734 S.Korea, 11%
China, 11%
2003
2004
2005
2006
2007
2008
Japan, 27%
32: ก%H I ;ก!กกK! >F !F: "5 2005 #! I F #>?!กกก ! 95% "J Fกก D "5 2008 89 ""9 >ก!กก K! >F 46,303 F >F!กก $Fก! F >W> > F F> "J - กK! EEก> (Galvanized Steel Sheet ) Galvanized Sheet Import (unit : ton) 78,148
80,108
71,935
Galvanized Sheet Import Breakdown 2008
78,260
China, 10%
63,405
Other, 5%
Taiwan, 12%
S.Korea, 20%
2004
2005
2006
2007
2008
34: ก%H I ;ก!กกK! Eก> 12,441 F
#IF"J กK! Eก> F HDG ! F!กG?: SEAISI, WTA
กK! EF>ก> ก$WF"J >ก ?K HRX#>?89 ""9 $!>กGK H D "# #GD89 ""9 L?L ก Gก F >I F D ! "5 2003-2008 89 ""9 > ก GกK! EF>ก> ก$WF#>?# !D ! 190,000-240,000 ! F ก G! DD $ ! ก!ก$!> "ก| - กK! EE? [ (Other Coated Steel Sheet) Import Breakdown 2008
Other Coated Sheet Import (unit : ton)
Other, 7% Vietnam, 6%
70,838 54,399 39,514
S.Korea, 17%
30,344
Australia, 5% China, 13%
Japan, 52%
2005
2006
2007
2008
37: ก%H I ;?: SEAISI, WTA
F ก!ก 89 ""9 > Fก!ก 18,490 D "5 2008 F #>?!ก! D
3. &9%ก!:&;ก IxqI ;ก ?"##>?>" Rก Hก$!ก ก F ก Hก!"5 3-4 !"5 W?>:ก#;=ก :"#89 ""9 #>?L?L Hก ก"J ก F !#;=ก :H ก F"J F! 49% K HRX #I"# GHกกK :>!#;=ก : 26% K HRX !กกK ก89 ""9 :"J ก:"ก ก# ก"J ก #GD>ก HกD กกK $!ก ก D R#>?H กก!89 ""9 ก>F! L> 4% K HRX #I"#
Philippines Steel Industry
30
ก กกกก กกก!"#$#
Apparent Steel Consumption (unit : thousand tonnes) 4,000
3,592
3,397
3,500 3,041
3,000
3,076
Steel Consumption by Product 2008 Coated Pipe&Tube Sheet, , 3% Sections, 8% 18%
3,560
3,141
CR Sheet, 2% HR Sheet, 6% Plates, 9%
2,500 2,000 1,500 1,000 500
Wire Rods, 12%
0 2003
2004
2005
2006
2007
Bars, 42%
2008
40: ก)MK ;
Philippines Steel Industry
31
ก กกกก กกก!"#$#
3.1 :&;ก ก(&I GDP in Construction Sector at 1985 constant price
70,000
40%
26%
60,000
30%
Value (million Peso)
21% 16%
50,000
20%
11%
10%
40,000
8%
3%
10%
-4% -1%
-2% 30,000
0%
-6% -10%
-10%
20,000
-23%
10,000
-20% -30%
0
1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 GDP: Construction
Growth
41: ! " x%Kกก(&I#$$%&! \ 1996-2008 #>?: CEIC
Hกก!"J Hก#>?>ก Hกก#>?FD 89 ""9 F D "5 2008 Hกก!89 ""9 >!#;=ก : 4% K HRX #I "# E F"J ! 65,674 "W F!#>?D "5 1985 F "5 2005 "J Hกก!89 ""9 >ก I !F: F ก 13% !"5 F
L ?I :ก 44,853 "WD "5 2005 "J 65,674 "WD "5 2008 F F!#>? D "5 1985 ! ก Private Construction (,000 sq.m.)
93,607
99,493
82,213
65,893
61,706
62,827
50,000
62,269
75,000
94,290
100,000
113,428
125,000
85,917
14,878 14,234 13,608 12,781
122,211
16,612
150,000
16,267
132,062
(mil.Peso)
18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000
25,000
2,000 0
0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Value (mil.Peso)
Area (,000 sq.m.)
42: sy%:%z'" K(กก(&IK กq%#$$%&! \ 1996-2008 #>?: CEIC Philippines Steel Industry
32
ก กกกก กกก!"#$#
Gกก!Hก ก> #>? ! ก F !กก! Hก #>? F"C:: $FL ?I ! E?:ก F 61,706 "WD "5 2000 "J 132,062 "WD "5 2008 E F"J ก 10% !"5 ก:ก >I :กLEI #>? กก!#>?> !D ! "5 2002 w 2008 กL ! LEI #>?กก!Hก ก> L ?I D # #F> ก 3.2 :&;ก ก Industrial Production Index
(Index)
year 2000 = "100"
200 Machinery
180
Electrical Machinery
160
Transport Equipment
140 120 100 80 60 40 20 0 2000
2001
2002
2003
2004
2005
2006
2007
2008
43: Jq%:&;ก :&;ก ( %s#$$%&!x%\ 2000-2008 #>?: CEIC
GF กกK 89 ""9 :>ก Hก#>?$!ก ก F
กกK 89 ""9 #>?>ก Hก#>?> G< $Fก! กI "ก ก:HRX W?>ก Hก F"J F! 18% 4% ก H ก#I"# :กF >กK Hก L ! กK D ก!E I !
-E?D$88V> # F F ก!E (Transport Equipment) W?"J KDกFD ก! >I >!F >กK D "5 2008 #>? 91 :FF:ก!F > #>? 100 :FD "5 2000 W?# D ! กK D D ก >I> ก
D R#>?D กE?:กE?D$88V (Machinery & Electrical Machinery) > F !F: F D "5 2008 !F >กK กE?:ก Philippines Steel Industry
33
ก กกกก กกก!"#$#
E?D$88V !#>? 27 :F 59 :FGF W?#IF >IกFก ก Hก # 89 ""9 #>?F! E?
Philippines Steel Industry
34
ก กกกก กกก!"#$#
4. {'JI :&;ก 4.1 %M)K '" กก89 ""9 D "C:: $Fก"ก"V :ก= 89 ""9 K! [ ก ! F> ก"#E? [D ก!W> F @L !
?: กF = G กกก = =89 ""9 F G ก = ก# กก (Bureau of Product Standard, Department of Trade and Industry) $Fก= LE? D #>?K G :G ! D "#89 ""9 :>R "J $"= กG F$ #I >IกF KF "FH RHL> " F G ก = ก= GG D ก!กกก $ #IF 9 @ W?:ก! ก ก>FK! >F กK! >F กK! Eก> > Fก #!ก !KD G ก#>?ก! :$Fก= :ก ! #>?G ก = Dก #>? 2: = G ก!กกก89 ""9 Product name
BI/GI steel pipes Deformed steel bars Rerolled steel bars Steel sheet cold reduced carbon Steel sheet continuous hot dip aluminum alloy coated Steel sheet continuous hot dip zinc 5% aluminum alloy coated Steel sheet hot dip zinc coated Steel sheets and coils Steel wires low carbon
Related Standard PNS 26:2003 PNS 49:2002 PNS 211:2002 PNS 127:2004 PNS 1993:2004 PNS 2003:2004 PNS 1990:2004 PNS 67:2006 PNS 113:2005
#>?: Bureau of Product Standard, Department of Trade and Industry (http://www.bps.dti.gov.ph)
Philippines Steel Industry
35
ก กกกก กกก!"#$#
ก#F H;> 89 ""9 กG FD>ก> กกH;>:ก กกก#>? G:ก !"# F H;> G#>?89 ""9 > กก: !D ! 1% - 10% I ก"H# #>? G >ก ก H;> GD G F $Fก! ;ก! ก#! (Slab) กK! EF>ก #GDHL H;> G#>?89 ""9 > กก:ก ก GE ! !D F#>?$!ก
?$"ก ! I L ! H;> GG ก!กกก:> F !! E? #I >I>ก:กก กก> (FTA) "# 89 ""9 W?>กD89 ""9 "##>?! #Gก:FH;> GD ก! ![ W? กกกF F @L !
? ก ! ;=ก :89 ""9 ?"{ (JPEPA) W?กG FD89 ""9 FH;> Gก:ก"#?"{ D?Gก !H;> G"ก D ก Gก>F ก>F กEF>ก #>? !D " K! EK! GDD 6 ก!ก $Fก! 1. 2. 3. 4. 5. 6.
E?D$88V E?:ก"กR#$88V I ! :HRXE?FE E I ! E E?:ก I ! "กRE?:ก K GKK ก#>? G$"DD กI ( 1-5)
ก:ก >I =89 ""9 > :G"J #>?: ก กH;> G? G ก F #I >I E?:กKK ก89 ""9 $!K ก $FL> Lก กH D "# #GDก!ก! E?> กD>ก ก กH;> G F
!F =89 ""9 กGL :R ก กH;> GGกK! >F G E?:ก KK กK! >F L> F> "#$!K $FL> Lก ก ก!ก! E?
Philippines Steel Industry
36
ก กกกก กกก!"#$#
MK&I %H I&%KI ; E? [ !D F กDกL ! 89 ""9 >กDก #ก! >I ก F @L !
?D D ก!กกก F "C:: 89 ""9 >กDก"ก"VF (Safeguard) ก ก! steel angle bars L> #! I F > > FF!$" >I ก"ก"VF (Safeguard) ก ก! steel angle bars (HS code 7216.21.00, 7216.50.11 7216.50.91) กG FD> กกก Safeguard #>? GD 7,700 89 ""9 "W! ( 166 > ? G:ก#ก"#W?>! !ก Gกก ! 9% F D>K"J 3 "5 I! #>? 10 > 2009 #I >ID> ก## E?"##>? !D ! #>?:> กก#ก["5 ( > F:ก Customs Memorandum Order No. 42-2009) ก#ก ก ก#ก"#89 ""9 ! DI89 ""9 #G ก ! ;=ก :ก"#?"{ (JPEPA) >กF
Philippines Steel Industry
38
ก กกกก กกก!"#$#
3: &:IกกKI" #$$%&! "
%
)K)xqI
) K ( s
2004
2005 (2007, 2010)*
2006
2008
2007
2007 (2009)** 2009 2010 2010
ก ก ก ก# ก ! E#;=ก : กL ก! "# กW> D! ก ก ก ก# > กก #L #"C กก ก > กก ก ก ก ก# > กก
W> -:> (ACFTA) 89 ""9 -?"{ (JPEPA) W> -ก>D (AKFTA) W> -?"{ (AJCEP) W> - F> (AIFTA) W> -> / W> F (AANZFTA)
2008 2009 2009
#>?: Philippiness Department of Trade & Industry, Association of Southeast Asian Nations
Philippines Steel Industry
39
ก กกกก กกก!"#$#
5. &9%:&;ก ;?F 2.155 F 0.56% E?#> ก"5 2007 F "C:: ก:กก ก Hก Fก "LR>F W?F 12% 21% GF D R#>?ก Hก 89 ""9 > ก 7% E?"> #> ก"5 2007 #I >Iก"> #> F! "H# D ก!ก# F 10 "5#>?K! L ! ก!ก >F! FE?#> กก Fก"LR>F > L ?I !! E?F @L !
?D ! "5 2002-2008 W?>F! ก H L ?I :ก 58% "J 73% R#>?F! ก Hก F89 ""9 # !D ! 14-20% F! 10 "5#>?K! Gก Hก"LR>F > F !! E? F @L !
?D ! "5 2003-2008 W?F! ก Hก"LR >F $FF :ก 23% EL> 10% #! I #I >I# D " Rกก! ?ก!#>?Dก"J ก#>?F 100% 17%
16%
17%
15%
80%
23%
24%
23%
13%
21%
18%
15%
18%
64%
64%
68%
2005
2006
2007
20% 18%
14%
18%
58%
62%
59%
2002
2003
2004
10% 18%
60%
40% 66%
68%
1999
2000
73%
20%
0% 2001 Bar
Wire rod
Section
44: &J&(%กxqI ;? กDก D กE? [ > ! ก #I >IL ! 89 ""9 >ก Gก F กก$ กก:EL> 33,055 W? F"J F! L> 2% กD ก #IF GK HRXก F#>?F89 ""9 D! DF #>?F !! E?I!"5 2003 "J D R#>?ก Gก "LR>F 89 ""9 # > L ?I ก
#I >IKK D "# K ก"LR Fก$F#! >I #GDF$F !ก"LR>F #>?89 ""9 G ! :"J ก"LR FD
?ก"LR>F #>? G :ก"#ก>D ?"{ W?>F! 27% 4% ก G#IF F กD D ก" # F ! กD ก"LR>F 93% : !D Hกก! #ID ! ก"LR FD?DD กก! Philippines Steel Industry
41
ก กกกก กกก!"#$#
ก"LR Fก Fก#>?DD ก!#? $" Gก"LR>F ! #>?E>ก 7% F ! "J กD D ก!EW!EW?:>กDก "LR Fก Fก"J IG ก E 5: &J&(%กxqI ; Fก OO กW!E!E Fก กDE? [ Gก F กก:E
#>?: H;Rก F ISIT
Philippines Steel Industry
42
ก กกกก กกก!"#$#
2. ! ;
Gก HกK! >F 89 ""9 D "5 2008 F"J " R 0.443 #IF:กกK 215,192 ก G 286,726 ก!ก" R 58,448 :กกก;L ! กDก>F 89 ""9 48% "J กDD ก ก! ! กDกK! >F "J F D กK ก"LRI " กK ก กDD กก!#? $" P&O HRC Imports 400 333
Thousand Tonne
350 300
254
250
272 242
259
239 200
200 150 100
71 43
50 0 2000
2001
2002
2003
2004
2005
2006
2007
2008
46: ก%H I ;F GK กK! >F กDE? [ Gก F กก:E
100%
#>?: H;Rก F ISIT
Gก HกK! 89 ""9 D "5 2008 F"J " R 0.333 :ก" RกK 5,714 " Rก G 327,249 F $!>ก!ก :ก กก;L ! กDกK! 89 ""9 69% :"J กD D ก ก! ! ก G$"K "J ก ก"LRI " #! FD
ก;R D ก!E89 "9 :"J W!"J ! D?ก> !E !ก
!ก:GกF !@Lก!EF Fก#>?DF # !ก 89 ""9 #! I ก:ก >I >กK! Fกก$ กก:E>ก 2% W?
$!"กD $F !F: F !:"J กD D ก E?:กกก! !$ D ! "5 2007 ;# Hanjin Heavy Industries and Construction (HHIC)$F ก!!!E!D!D 89 ""9 F !!E?! >I : ?ก!ED ! " "5 2007 W?"J ?D #>?#GDก HกK! "#89 ""9 L!I :กF 0.205 D "5 2007 "J 0.333 D "5 2008 !!E! >I"J !!E FD กGกK 220,000 DWT !"5 ;#$F>ก กGกK D"J 670,000 DWT !"5D "5 2009 #GD!E#>?> FD?FF VLCC (Very Large Crude Carrier) W?> F 320,000 DWT !G Philippines Steel Industry
45
ก กกกก กกก!"#$#
7: &J&(%กxqI ;
ก:ก >I 89 ""9 >กDกK! >F >ก 5% D ก E?D W?! DF GK E? 8 : ก:ก >I89 ""9 >กDก K! >F >ก 1% #>?DD กK : IG "9> >กF
!$ก กกK! >F 89 ""9 > F ! ! E?I!! "5 2002 #I >I E?:กKK E?D$88V DF กK! Eก> EG :กกE?D$88VF 8: &J&(%กxqI ;?: H;Rก F ISIT
ก HกK! E89 ""9 D "5 2008 F"J " R 429,428 !"J ก K! EF>ก กK! EE? [ F กK! EF>ก#IF:กDD ก :HRX#IF F @L !
?:HRXก" ! K$ "ก" E "# ! GกK! EE? [ ! DD กK E?D$88VE?DD E W? F"J F! 5% F กDกK! E> $WFG: HRX >ก 2% D R#>?>กK! E#>?$! Fก;RกD $F>ก 18% ก HกK! EE? [
Philippines Steel Industry
48
ก กกกก กกก!"#$#
10: &J&(%กxqI ;?$!"H# 53,520 100% #>?: H;Rก F ISIT
#I >Iก" กD K HRXก# ก!ก:L ! 65% : ก G$"DD กก! F"J " Rก H 826,277 $Fก! ก: HRX F F! 15% E F"J " Rก H 196,720 F ก!E ก E?D W?>F! ก H 8% Dก> ก !$ก > K HRX# #>? $!"กD !F: 51,530 W? F"J F! 4% ก Hก# #IF 12: &J&(%กxqI ;
F ก "#89 ""9 > L ?I :ก:F?GFD "5 2004 > ! E?D ! 2-3 "5 E?:กก Hกก! #I >IF ! กก!89 ""9 !: :ก#I กH= Hก F =89 ""9 >K ก# "#>ก#G ก EI#G : D R#>?กก!Hก ก> ก :ก ก!#>? ! ก!L ก!G ก W?:!KD กก ก! L ?I D !"C:: L ""9 :กDกGกK #>? $!#>? >;ก H D "##>? # ?G:G ก !$กกL ? FกK H D "# 89 ""9 #G$F ! กGก E?:ก!$88V89 ""9 #>?ก ( 6 #! ! #> ก!$88V$# #>? 3 #! ! ) #GD # กK 89 ""9 ! E?"> #> ก G ก:ก >IH "##>?"J !ก89 ""9 #GD ก ! !ก89 ""9 ก G :ก!"#> F ก !D:! D ก !$!!ก ก ก F >I #GDF 89 ""9 "9Fก GK!ก !"# KK ก$#
ก:ก >Iก G 89 ""9 ก#>?: กH D "#89 ""9 >กF
Philippines Steel Industry
56
ก กกกก กกก!"#$#
5.4 )&:( 89 ""9 "J >ก"# ?#>?>" Rก Hก#>?! ?G E?"> #> ก ก!"#W> 6 "#ก L !ก Hก89 ""9 :ก !"# "L> "#F> #! I F >Hกก!"J ก#>?>ก Hกกก ! #>?F GHกก!"#89 ""9 D ! "5E !D ! #>?# ! กก!Hก :>ก" D # ##>?F>I !! E?I!! "5 2000 #I >I E?:ก H=W?"J K>##G HL = #GDกก!D HL 89 ""9 >ก $!ก ก : ! "5 2-3 "5 Hกก!89 ""9 :ก ! F >กI:กL ?"Rก # H=O > #>?: ! E?F! 2-3 "5 D RF> ก ก!EW!E89 ""9 "J >ก ?ก#>?: KกF กกD #I >I E?:ก"C:: ก!E89 ""9 กG ! D ! LEI :กH WW D R#>? ;#!E D L ?I !กF$F ! KK กD "#89 ""9 :$FKF>#>?ก FI $F !$!#>? E?:ก> # ก K ! "กก=89 ""9 > "9Fก Gก G ก:ก !"# "C:: >ก ก กH;> GG ก ["H# D R#>?=ก > กก> !! E? F >I#GDFก89 ""9 D :"9Fก GK!ก:ก!"#กI E? [ F !" Rก G ก89 ""9 ก:>ก L ?I กก89 ""9 D Philippines Steel Industry
57
ก กกกก กกก!"#$#
K%ก ก %H I&%KI ;