f&s commercial vehicle research newsletter 2016 h1

Global Commercial Vehicle Research Program

2016 GPS Newsletter

August 2016

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Contents

Study Titles published in H1 2016 Slide

Number

Health, Wellness and Wellbeing Technologies — Growth Opportunity Analysis 3

2025 Vision of Transformations in Global Medium-Duty Truck Market 4

Executive Analysis of the Global Medium and Heavy Duty Truck Transmissions Market 5

Global Heavy-duty Truck Platforms Driving Growth Opportunities 6

Strategic Overview of Commercial Vehicle Market in Iran 7

HD Transit Bus Market—Global Analysis 8

Global Growth Strategies of Chinese MD-HD Truck OEMs 9

Strategic Corporate Profile of CNHTC Portfolio 10

Heavy Duty Truck Engine Platform Strategies 11

3

Source: Frost & Sullivan

R&D Expenditure on Health, Wellness and Wellbeing Technologies will

Quadruple for Global Truck OEMs

Study Title: Health, Wellness and Wellbeing Technologies

— Growth Opportunity Analysis

Study Code: K09E-18 (published – May 2016 )

Market Segment: Heavy-Duty Trucks (above 16T GVWR)

Forecast Years: 2015 to 2022

Focus Regions: North America, Europe, and Rest of

World

Participants Interviewed: OEMs, fleets, telematics,

healthcare companies, manufacturer of wearables,

wellness programs

Key questions the study will answer

1. HWW being a focal point in trucking industry

2. HWW technologies being developed to help drivers

3. Activities of market participants such as OEMs and tier

1s in development of HWW technologies

4. Future of HWW technologies until 2022

5. Framework for partnerships among disparate market

participant groups


http://www.frost.com/k09e



4


Growth in Value Truck Segment in BRIC and Next 11 Markets Offer Volume and

Margin Opportunities to MD Truck OEMs

Study Title: 2025 Vision of Transformations in Global

Medium-Duty Truck Market

Study Code: K046-18 (published – Jul 2016)

Market Segment: Medium Duty Trucks

(above GVWR 6T upto 16T)


Focus Regions: North America, Europe, China, India,

Russia, Next 11, Rest of World (RoW)

Participants Interviewed: OEMs, manufacturers of

powertrain components (engines, transmissions), Tier-1’s


1. What are the key trends impacting the medium-duty

truck market?

2. How will truck features evolve by 2025? What will be

the key technologies?

3. What will be the product focus of key OEMs in each

region?

4. What will be the medium-duty truck technology strategy

for truck OEMs across regions?


http://www.frost.com/k046



5


By 2025, 44% of New Trucks Globally to Feature Electronically Controlled

Transmissions (AMTs/ATs)

Study Title: Executive Analysis of the Global Medium

and Heavy Duty Truck Transmissions Market

Study Code: NF9E-18 (published – Jan 2016)

Market Segment: Medium-Heavy Duty Trucks

(above GVWR 6T)





transmissions


1. What are the key trends impacting the MD-HD truck

transmissions market?

2. How will transmission systems evolve by 2025? What

will be the market share of each technology?

3. What will be the product focus of key transmission

suppliers in each region?

4. What will be the transmission strategy for truck OEMs

across regions?


http://www.frost.com/nf9e



6


Average Number of Global Platforms per OEM to Rise from 2.2 to 2.8 by 2025.

Study Title: Global Heavy-duty Truck Platforms Driving

Growth Opportunities

Study Code: K05F-18 (published – May 2016)

Market Segment: Heavy-Duty Trucks

(above 16T GVWR)



South America, and Africa

Participants Interviewed: OEMs, and Tier-1 suppliers


1. Significance of platform-based product development

2. Key market trends leading to platformisation

3. Role of value segment in growth of global platforms

4. Key OEMs’ platform strategy, global presence, and

success potential in emerging markets

5. Evolution of platformisation as a concept in CV industry

6. Impact of advanced technologies on platformisation


http://www.frost.com/k05f



7


Iranian Commercial Vehicle Demand to Exceed 300 Thousand Units by 2022.

Study Title: Strategic Overview of Commercial Vehicle

Market in Iran

Study Code: P8CA-18 (published – Feb 2016)

Market Segment: Light, Medium and Heavy-Duty Trucks

and Buses


Focus Regions: Iran

Participants Interviewed: OEMs, Tier-1 suppliers, and

dealerships.


1. Strategic overview of the Iranian CV market

2. Opportunities and challenges for Western and Asian

OEMs and suppliers in Iran

3. Market size and forecasts of the Iranian CV market

4. Import duties for the automotive industry

5. Expected changes in regulatory framework

6. Attractiveness of the Iranian CV market


http://www.frost.com/p8ca



8


By 2022, Hybrid and Electric Powertrain will Proliferate 39% of Total Transit Bus

Sales.

Study Title: HD Transit Bus Market—Global Analysis

Study Code: NF63-18 (published – Mar 2016)

Market Segment: Heavy-Duty Transit Buses

(above 9m and above 8T GVWR)



Latin America, and Rest of World


engines, hybrid-electric modules, motors, batteries, axles,

charging systems, and body builders.


1. Regional buying trends, regulatory and policy outlook

2. Competitive landscape and strategic implications

3. Powertrain forecast – Diesel Vs NG Vs Hybrid-Electric

4. Product roadmap for key market players

5. Green tech incentive programs and BRT progression

6. Intelligent mobility drive and disruptive business models

in mass mobility (Eg., autonomy, integrated mobility)


http://www.frost.com/nf63



9


Chinese CV OEMs will Export 185,000 Value Trucks globally by 2022

Study Title: Global Growth Strategies of Chinese MD-HD

Truck OEMs

Study Code: P8F5-18 (published – Jun 2016)


(above GVWR 6T)


Focus Regions: Global with focus on Africa, LatAm,

APAC, Middle East


powertrain components, and other Tier 1 suppliers


1. What makes Dongfeng, CNHTC, FAW, and Shaanxi the

leading Chinese OEMs in the export market and what

are their major export strategies? On what products do

they plan to focus, and which markets are important to

them?

2. Can Chinese CV OEMs compete in the value segment

with TRIAD OEMs in markets such as Asia-Pacific,

Africa, and Latin America?


http://www.frost.com/sublib/display-report.do?id=P8F5-01-00-00-00&src=ww2



10


CNHTC’s Export Sales will Rise from 18% in 2014 to 30% by 2022

Study Title: Strategic Corporate Profile of CNHTC

Portfolio

Study Code: P8BC-18 (published – Jan 2016)


(above GVWR 6T)




Participants Interviewed: OEMs, and manufacturers of

transmissions


1. What are the key drivers that make CNHTC an

important participant in the global CV market?

2. How will CNHTC leverage accelerated growth in CV

from its partnership with MAN Trucks?

3. What will be the product focus in each region?

4. What are the risks and restraints of CNHTC’s CV

strategy?


http://www.frost.com/prod/servlet/report-brochure.pag?id=P8BC-01-00-00-00



11


By 2022 Over Half of All Heavy-Duty Trucks Sold Globally to Feature Engines

with Platform-based Lineage

Study Title: Heavy Duty Truck Engine Platform

Strategies

Study Code: NECE-18 (published – Mar 2016)

Market Segment: Heavy-Duty Trucks(above 16T GVWR)


Focus Regions: North America, Europe, China, India

and South America,


engines, and hybrid-electric system manufacturers.


1. key subsystems in engine platforms and trends

2. key global truck platforms of OEMs with engine

portfolio, region of production, and emission

compliance

3. Engine Platform development Strategies for key

OEMs and Tier 1 engine suppliers

4. Competitive Landscape –Regional Analysis


http://www.frost.com/nece



12

Light Commercial

Vehicles and Vans

Buses, Trailers,

Powertrain and others

Medium and Heavy-

Duty Trucks

Our Global Commercial Vehicle Research Encompasses All Product

Categories

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• North America

• Europe

• China

• India

• Latin America

Key Markets Emerging Markets

• Russia

• Turkey

• Middle-East

• Next 11 Countries • Africa

(North Africa, Sub-Saharan Africa)

• ASEAN+APAC

(Japan, Korea, Indonesia, Malaysia, Thailand,

Australia)

Our Global Commercial Vehicle Research Encompasses All Key

Markets

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commendable. We rely on their market analysis to gain comprehensive insights, which we confidently leverage to take strategic decisions.

The best part of the subscription is that we get access to discuss directly with the analysts and get further support to weigh our decisions . –

VP Marketing, Bus OEM, North America

”

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17

Bharani L

Program manager, Commercial Vehicle Research

Direct: +91 66814475

Email: [email protected]

www. frost.com

f&s commercial vehicle research newsletter 2016 h1

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