PDF, 3464 KB - Roland Berger

Overview
• Traditional markets are determined by high market cycle; market growth of the last
years are caused by new emission and safety requirements
• Main growth potential is in the emerging markets: China, India, Brazil, Russia and
Central and Eastern European Countries (CEE); Strong GDP growth leads to an
increased demand for transportation and increased truck due sales
• In the next years (2005-2013) truck sales in the Russia is growing very fast
– Russia: 6-8% p.a.
– CEE: 4% p.a.
• Especially the emerging markets looking for low cost trucks. Two options are
available: downgrading of existing trucks or development of new low cost trucks
• To answer on the local markets three enablers are important
– Low cost brand (entirely defined product portfolio, etc.)
– Low cost product (platform, component sharing, technology level, etc.)
– Low cost operations (sourcing, production, etc.)
MUC-90007-497-09-03-E.ppt 15