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c Supplier market for local production grows at 20% p.a. – increasing localization and outsourcing share as major growth drivers Development of the car supplier market 2005-2014 Supplier market for local production [EUR bn] Growth forces [%] Comments 0.9 0.1 0.8 + 20% p.a. 2.7 1.6 2005 2010 4.8 3.6 1.1 1.2 For foreign OEMs For Russian OEMs 26 43 2014 Russ. OEMs OUTSOURCING 66 70 91 Int. OEMs LOCAL CONTENT 80 Russ. OEMs 12 36 Int. OEMs • Supplier market for local production grows at 20% p.a. on average • Supplier industry will take over a greater share of value creation from OEMs in the future • Triple growth of local procurement volumes of foreign OEMs • International suppliers have better chances to benefit from this growth – if they localize 2005 2010 Source: ASM Holding, Goskomstat, Roland Berger MUC-90007-497-09-03-E.ppt 32
c Products and know-how of Russian suppliers are not state-of-theart – modernization of the industry is necessary Supplier industry situation and problems in Russia Situation on the local supplier industry Problems of the supplier industry • Russian OEMs have quite high vertical integration – for this reason there is no developed supplier industry yet • Products for Russian OEMs don’t correspond to western standards • Actual environmental guidelines (EURO-3 etc.) are partially not yet implemented • Western OEMs determine the growth of the car market, however their production volume is still too low • Import duties for component (5-20% without any special conditions) are already quite low • Traditional close ties with one OEM • Uncompetitive products • Modernization is necessary to reach western production standards • Insufficient know-how for the production of modern and complex components • Investments into modern production capacities and products for western OEMs are still very often unprofitable because of low volumes • Import of western components for local assembly is still a reasonable alternative Source: Roland Berger MUC-90007-497-09-03-E.ppt 33
Page 1 and 2: DRAFT - 20070204 Opportunities in R
Page 3 and 4: A. Roland Berger MUC-90007-497-09-0
Page 5 and 6: We are a top player in the Consulti
Page 7 and 8: For more than 10 years we have serv
Page 9 and 10: Roland Berger Strategy Consultants
Page 11 and 12: Boosting sales in Russia - Individu
Page 13 and 14: Determining market potential and de
Page 15 and 16: Overview • Traditional markets ar
Page 17 and 18: RUSSIA Truck in Russia market will
Page 19 and 20: Especially in the MDT and HDT marke
Page 21 and 22: Some OEMs are already active in the
Page 23 and 24: The low cost trucks in emerging mar
Page 25 and 26: Russia is the largest market for tr
Page 27 and 28: RUSSIA For the last 5 years shares
Page 29 and 30: Entering the market with a strong p
Page 31: c In the mid term, local suppliers
Page 35 and 36: d The Leningrad Region offers the m
Page 37 and 38: e Decree 566 and additions to decre

PDF, 3464 KB - Roland Berger

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