Upload
bharani-l
View
124
Download
1
Embed Size (px)
Citation preview
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