Powertrain at the Crossroads Mapping the Future for the Global Bus and Truck Industry Contents Foreword Executive Summary ........................................................ 1 The late impact of the global financial crisis on the truck and bus industry has been profound. However, other forces – equally Introduction ...................................................................... 2 powerful but currently attracting less attention – are also driving significant changes in the powertrain industry. These forces will Macro Constraints Reshaping the Market .................... 4 fundamentally change the rules of the game for players in the truck and bus industry, affecting OEMs, dealers and suppliers Solving the Technology Puzzle ........................................8 alike. As the transformation taking place in the passenger car industry shows, the changes now happening are so great that A Future of Unprecedented Uncertainty .......................9 they may reshape the industrial structure of countries that are Conclusion ...................................................................... 12 heavily dependent on the commercial vehicle industry. Contacts .......................................................................... 13 Authors: Per M. Nilsson Global Head Automotive & Manufacturing
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[email protected] Cover image: Photo by © F1online digitale Bildagentur GmbH / Alamy Powertrain at the Crossroads Executive Summary Based on our experience with clients