PDF, 3464 KB - Roland Berger
PDF, 3464 KB - Roland Berger
PDF, 3464 KB - Roland Berger
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Four main drivers explain demand for new commercial vehicles<br />
Growth drivers of commercial vehicle market<br />
ECONOMICAL<br />
DEVELOPMENT<br />
FREIGHT<br />
TONNAGE<br />
EMISSION<br />
REGULATION<br />
ROAD<br />
INFRASTRUCTURE<br />
Impact on<br />
EMERGING<br />
markets<br />
• Long term strong and<br />
stable growth of CV<br />
sales<br />
• GDP is still driven by<br />
growing industrial<br />
production<br />
• Growth in industrial<br />
production will drive<br />
tonnage<br />
• Emission regulation less<br />
than in Triade markets<br />
• Stricter standards in<br />
China and India from<br />
2010 onwards<br />
• Besides different climatic<br />
condition<br />
• Infrastructure is growing<br />
but needs time<br />
Impact on<br />
TRIADE<br />
Markets<br />
• Direct correlation<br />
limited<br />
• GDP growth indicates<br />
only long term trend of<br />
market but not the<br />
fluctuation in the market<br />
• Closely related to<br />
industrial production<br />
• Most relevant driver for<br />
the truck sales<br />
• Truck market growth<br />
limited after introduction<br />
of new emission<br />
regulations<br />
• Most technological<br />
adaptations already<br />
introduced<br />
• Toll Collect systems<br />
have limited impact on<br />
the road usage<br />
Source: Economist Intelligence Unit (EIU); ATA; Global Insight; J.D. Power; <strong>Roland</strong> <strong>Berger</strong><br />
MUC-90007-497-09-03-E.ppt 18
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