Toyota Global Output Drops in November on China and Japan Slowdown

Toyota production decline was recorded globally in November as output fell 5.5% year on year to 821,723 vehicles, marking the first drop in six months amid slower activity in China and Japan.

The company said the Toyota production decline coincided with a 2.2% fall in global sales to 900,011 units, the first sales contraction in 11 months, driven by a 12.1% slump in China demand to 154,645 vehicles.

Overseas output slipped 3.4% to 563,546 units, while production in China dropped 14% to 145,707 vehicles after government support programs ended, contributing significantly to the Toyota production decline.

Regional performance

Indonesia’s production fell 11.2% due to tighter lending conditions and additional taxes, while domestic output in Japan declined 9.7% to 258,177 units as plants operated fewer days.

In contrast, US production rose 9% to 107,953 units on strong hybrid demand despite higher tariffs.

Overseas sales dropped 2.6% to 769,789 vehicles, while US sales climbed 2.7% to 212,772 units following market recovery after recall-related stoppages.

Asia market trends

China sales remained weak as subsidies ended and buyers delayed purchases ahead of the new RAV4 launch, while Japan sales edged down 0.2% to 130,222 vehicles.

The Toyota production decline comes as Japan’s auto sector faces broader pressures, with Honda reporting a 33.7% plunge in global output to 218,927 units due to factory stoppages in Mexico, while Nissan’s output fell 5.5% to 257,008 units.