20092009 GlobalGlobal CommercialCommercial VehicleVehicle ReportReport Includes: Heavy Duty Maintenance in the USA Survey Heavy Duty Distributor Survey THE 2009 GLOBAL COMMERCIAL VEHICLE REPORT i Terms of Use Disclaimer. All content provided in this Publication is based upon information which we believe to be reliable and should be understood to be general industry information only. It is not intended to be taken as advice with respect to any individual situation and cannot be relied upon as such. Intellectual Property. This publication, including but not limited to text, content, photographs, video, audio and graphics (the “Publication”), is protected by copyrights, trademarks, service marks, international treaties and/or other proprietary rights and laws of the U.S. and other countries. The Publication is also protected as a collective work or compilation under U.S. copyright and other laws and treaties. All individual articles, columns and other elements making up the Publication are also copyrighted works. The trademarks, service marks, trade names, trade dress, logos, and designs, associated with this Publication are owned by the Heavy Duty Manufacturers Association and the Motor & Equipment Manufacturers Association (collectively “HDMA/ MEMA”), or third parties who have authorized their use. You must abide by all applicable copyright, trademark, and other laws, as well as any additional copyright notices or restrictions contained in the Publication. Restrictions on Use. You may not use the Publication for any illegal purpose or in any manner inconsistent with these terms of use. You may use the Publication solely for your personal use and benefit or that of your organization, and not for resale or other transfer to, or use by or for the benefit of, any other person or entity. You may not use, transfer, distribute or dispose of any information contained in the Publication in any manner that could compete with the business of HDMA/MEMA. This Publication has been developed, compiled, prepared, revised, selected and arranged by HDMA/MEMA and others (including certain other information sources) through the application of methods and standards of judgment developed and applied through the expenditure of substantial time, effort and money and constitutes valuable intellectual property and trade secrets of HDMA/MEMA and such others. The proprietary rights of HDMA/MEMA and all others having rights in the Publication must be protected. Further Restrictions on Use. YOU MAY NOT COPY, REPRODUCE, RECOMPILE, DECOMPILE, DISASSEMBLE, REVERSE ENGINEER, DIS- TRIBUTE, PUBLISH, DISPLAY, PERFORM, MODIFY, UPLOAD TO, CREATE DERIVATIVE WORKS FROM, TRANSMIT OR IN ANY WAY EX- PLOIT ANY PART OF THE PUBLICATION, EXCEPT THAT YOU MAY DOWNLOAD MATERIAL FROM THE PUBLICATION AND/OR MAKE PRINT COPIES FOR USE BY YOU AND/OR WITHIN YOUR ORGANIZATION, PROVIDED THAT ALL COPIES RETAIN ALL COPYRIGHT AND OTHER PROPRIETARY NOTICES, AND INCLUDE ATTRIBUTION TO HDMA/MEMA. MODIFICATION OF THE PUBLICATION’S CONTENT WOULD BE A VIOLATION OF HDMA/MEMA’S COPYRIGHT AND OTHER PROPRIETARY RIGHTS. ADDITIONALLY, YOU MAY NOT OFFER ANY PART OF THE PUBLICATION FOR SALE OR DISTRIBUTE IT OVER ANY OTHER MEDIUM INCLUDING BUT NOT LIMITED TO OVER- THE-AIR TELEVISION OR RADIO BROADCAST, A COMPUTER NETWORK OR HYPERLINK FRAMING ON THE INTERNET WITHOUT THE PRIOR WRITTEN CONSENT OF HDMA/MEMA. FURTHERMORE, YOU MAY NOT USE ANY OF HDMA/MEMA NAMES OR MARKS IN ANY MANNER THAT CREATES THE IMPRESSION SUCH NAMES OR MARKS BELONG TO OR ARE ASSOCIATED WITH YOU OR IMPLY ANY ENDORSEMENT BY HDMA/MEMA, AND YOU ACKNOWLEDGE THAT YOU HAVE NO OWNERSHIP RIGHTS IN AND TO ANY OF THESE NAMES OR MARKS. YOU WILL NOT USE THE PUBLICATION, THE INFORMATION CONTAINED THEREIN OR ANY OF HDMA/MEMA’S NAMES OR MARKS IN UNSOLICITED MAILINGS OR SPAM MATERIAL AND WILL NOT SPAM OR SEND UNSOLICITED MAILINGS TO ANY PERSON PropertyOR ENTITY USING THE PUBLICATION. of License. You acquire no rights or licenses in or to the Publication and materials contained therein other than the limited right to utilize the Publication in accordance with these terms. ii THE 2009 GLOBAL COMMERHDMACIAL VEHICLE REPORT January 2009 Fellow Heavy Duty Industry Professional, We are certainly in the midst of challenging economic times. The US and global commercial vehicle markets are experiencing tremendous change due to new environmental policies and regulations and a global slowing of com- merce and trade. I am proud to introduce our new 2009 Global Commercial Vehicle Report which also includes Heavy Duty Truck Maintenance in the USA, as well as the 2008 HDMA Distributor Survey. As the commercial vehicle supplier industry becomes more and more international in scope and growth, we felt it necessary to enhance our market research projects for our members and to expand our research from Heavy Duty Truck Maintenance in the USA and transition it into a global report. Other expanded features of the 2009 Global Commercial Vehicle Report include: l Special Sections on emerging markets that include China, India, Russia and Brazil l Global highway transportation reports l Truck exporting Additional print or CD-ROM copies of the 2009 Global Commercial Vehicle Report are available and can be ordered online at www.hdma.org. The association member price is $99.95, and the non-member price is $695.00. Volume discounts are available. Please call 919.406.8847 for more details. High resolution artwork in the 2009 Global Commercial Vehicle Report is available to HDMA members free of charge. Non-members who wish to obtain any of the artwork within the report can contact an HDMA representa- ER tive for pricing. TT Your membership in HDMA is now more important than ever. For the past 25 years, HDMA has been the only non-profit manufacturers association that exclusively represents the strategic interests of the North American com- ’s le mercial vehicle supplier community. T With the full support and backing of the 105 year old Motor and Equipment Manufacturers Association (MEMA), HDMA provides its members with a range of services that include highly effective government representation in Washington, to the WTO and on the EU WP29. We offer a range of member services, including market research and economic reports, industry representation, timely information and news services, availability of the MEMA PRESIDEN Financial Services Group, peer councils and forums, and premier industry events and conferences. During these current times, membership in HDMA and the other two MEMA market segment associations, AASA and OESA, carry an even higher value to our members. With a full range of services that help to stretch your bud- gets, members save on DC lobbying expense, retainers on economic reporting and primary market research, registra- tion costs for events, shows and conferences and many other services. Please visit hdaw.org for additional HDMA membership benefit information. If we can be of any assistance, please feel free to contact us. We look forward to serving your membership needs today and in the future. Kind regards, Property of Property of Timothy R. Kraus President, Chief Operating Officer The Heavy Duty Manufacturers Association HDMA THE 2009HDMA GLOBAL COMMERCIAL VEHICLE REPORT 1 Table of Contents 1 Executive Summary ................................................................................................................. 9 Heavy Duty Universe Estimates ..................................................................................... 10 Economic Situation ........................................................................................................ 12 2 Trucking Operators Survey .................................................................................................... 14 3 Heavy Duty Distributor Survey ............................................................................................. 27 4 Operating Factors .................................................................................................................. 30 5 Trade ................................................................................................................................ 36 6 US Motor Vehicle Industry Data ........................................................................................... 50 7 North American Industry ...................................................................................................... 54 A Transportation .......................................................................................................... 54 B Truck Sales .............................................................................................................. 58 C Vehicle Population ................................................................................................... 59 TABLE OF TABLE D Commercial Trailers ................................................................................................. 61 E Canada ..................................................................................................................... 63 F Mexico ..................................................................................................................... 65 C 8 Global Section ....................................................................................................................... 68 ON A Highway Infrastructure ............................................................................................ 68 T EN B Highway Freight Movement .....................................................................................