- US CV POPULATION PROFILE
- Population by class
- Population by industry segments
- Population by region
- Population by average age
- US CV RETAIL SALES
- Sales data from past 10 years
- Factors driving sales cycles
- Changes in brand shares
- Changes in vehicle designs, types
- Quick look at Mexico and Canadian markets
- Major export markets for second life vehicles and impact of USD strength over time
- Export effects from more stringent regulatory demands in US and other markets
- CURRENT CV
INDUSTRY ISSUES - Emissions
- Safety
- Other regulations
- Productivity
- Changes in operations, distribution patterns, end of big box retail and shift to home shopping
- Development of "final mile" infrastructure
- Drivers
- Technicians
| - OEM ACTIVITY
- Change in procurement patterns
- OBS leasing vs ownership and growth of OEM financing business
- Disruptors such as electrification / autonomy leading to a flattening of the playing field and a possible reduction in barriers to entry
- Growth of parallel dealer infrastructure driven by fleet consolidation rendering OEM networks less vital
- FUTURE CHALLENGES
- Changes in vehicle designs, types, costs
- Maintenance and telematics -- who will control?
- Autonomous CVs
- Freight and other economic industry drivers
- OE consolidation, vertical integration, 3rd party suppliers
- Alternative fuels, electrification, application-specific technology
- Big data and impact on logistics and distribution
|
