PDF, 3464 KB - Roland Berger

RUSSIA
Truck in Russia market will grow by 6-8%
Economic key data 2006/Condiition
• Population [m] 142.3
• Real GDP growth p.a. [06-10] 5.1%
• Inflation [%] 9.7
• Varying climate conditions:
– Humid continental (European part)
– Sub arctic in Siberia
– Tundra climate in the polar North
• Length of road network 1) 537,000 km
– 67% paved
– Ratio (length/area) 0.031
• Type of traffic system LHD vehicles
Competitors LCV – Market share [%]
Citroen
7
Mitsubishi 7
Zhongxing 7
Other
11
8
VW
13
Great Wall Motors
20
Izh
15 Ford
14
Renault
CV sales by segment 2005 vs. 2013
Sales [’000]
LCV
MDT/
HDT
Other
94
2006 2012
37
3
ZIL 7
UAZ
10
140
131
KAMAZ
180
43 GAZ
CAGR
2006-2012
8%
6%
Competitors MDT/HDT – Market share [%]
Further comments
• After reforms, emerged private
business created huge
demand for LCVs
• Local players dominate
MDT/HDT market; local trucks
are based on old concepts
• In Soviet times, MDT were
used for most kinds of
transportation
• Growth of road freight resulted
in increasing demand for truck
tractors in HD segment
• Foreign OEMs have little
interest in LCV and MD
segments – hard to compete
on price with GAZ
• High imports of HD trucks
(truck tractors, esp. used
imports due to better pricequality
ratio compared to
KAMAZ, MAZ)
Source: J.D. Power; CSM; Economist Intelligence Unit (EIU); BFAI; Roland Berger
MUC-90007-497-09-03-E.ppt 17