MARKET SIZE2016

2.68

2015

2.62

YoY2.4%

ALTERNATE FUEL PENETRATION, GLOBAL, PERCENT

Diesel NGHEV OthersManual Automated Manual

20162016

BEYOND BRIC

EuropeNorth AmericaSouth America

RussiaChinaIndia

Next 11RoW

GlobalMillion units Million units

GLOBAL MEDIUM-HEAVY DUTY TRUCKSMARKET OUTLOOK IN 2016

2015 2016

8,895

16,000 2015 2022

30

23

21

31

Observed No. of Distinct Platforms

Estimated No. ofGlobal Platforms Available

Click on the link to view a detailed report: http//www.frost.com/k023

CNG

Low-costValuePremium

RISE OF ASIAN OEMS PLATFORMIZATIONENGINE PLATFORMS, HD TRUCKSTOP OEMS TO LOOK OUT

FOR IN 2016NEW MARKET OPPORTUNITY

TRANSFORMATIONAL SHIFTS 2016

GVWR ≥ 6T

$26.4B

2015 2025

$300M

REVENUE OPPORTUNITYNORTH AMERICA

IRAN

HYUNDAI Commercial

VehiclesISU

ZU

CNHTCTATA Motors

MOBILE FREIGHT BROKERAGE (UBER FOR TRUCKING)

LOW-COST, VALUE, PREMIUMSPLIT, GLOBAL, PERCENT

TRUCK TRANSMISSIONS,PERCENT

AUTONOMOUS TRUCK ADOPTION, GLOBAL

LEVEL 2

LEVEL 3

TOP OPERATORS IN THIS SPACE

TRANSFIXCARGOMATICTRUCKSTOP

NORTH AMERICA

TGMATRIXTIRAMIZOO

EUROPE

SONTRA CARGOBRAZIL

AUTONOMOUS TRUCKINGINDUSTRY ROADMAP

KEY SERVICE AND SOLUTION PLATFORMS DRIVING NEW REVENUE OPPORTUNITIES

VIDEO BASED MONITORING

PLATOONINGPROGNOSTICS

DIGITAL TRANSFORMARTION (ENABLING SHIFT OF FOCUS FROM PRODUCTS TO SERVICES)

TELEMATICSINTEGRATED SAFETY SYSTEM

BIG DATAANALYTICS

MOBILE BASEDFREIGHT AGGREGATION/

BROKERING

2035

2025 2035

LEVEL 2 LEVEL 3 LEVEL 4SEMI-AUTONOMOUSIntegrated safety systems (ISS)Adaptive Cruise Control (ACC)

HIGHLY AUTOMATED Requires partial involment of a driver

FULLY AUTONOMOUS Limited or no involvement of a driver

LEVEL 4

Automatic

A

2016

~680K~8K

~1.4M~180K~3K