米国における中型・大型トラックのアフターマーケット

Abstract

Aftermarket demand to grow 4.7% annually

The US aftermarket for medium- and heavy-duty (MD/HD) components and parts is projected to increase at an annual rate of 4.7 percent, reaching $12.6 billion by 2010. This rate represents a slight demand increase compared to historical trends, with some segments of the market such as electronics and emissions controls expected to experience faster growth. Aftermarket revenue growth will result from both the expected increases in the overall truck park and strong US economic performance over the next five years. Growth will be constrained by product improvements made by the original equipment manufacturers (OEMs) of MD/HD vehicles. As new trucks replace old, the requirements for maintenance- and overhaul-related parts and components will decline. However, new exhaust emissions control systems -- especially those mandated for diesel engines -- will provide new opportunities for MD/HD suppliers.

Mechanical products to remain largest category

The largest product category in the aftermarket will continue to be mechanical products, which include non-electric/electronic engine hard parts and chassis, drivetrain and suspension parts and components. However, growth will be limited by the improved part quality of these already highly durable products, as well as by the expected purchase of new vehicles over the next five years, which will reduce the overall MD/HD truck park's age and repair requirements. Electronic parts and components will witness the highest annual growth, a direct result of the continued transformation of the MD/HD truck from a mechanical machine with electronic enhancements into a software-driven device. Demand for electronic controls and modules will be strong, as will continued demand for telematics-related fleet management equipment. Replacement rates for electrical parts will remain stable, with some categories seeing demand suppressed due to new technologies such as highly durable light emitting diode (LED) lighting. Finally, growth in the exterior and structural parts category will remain relatively strong, as this category is heavily influenced by tire sales.

Table of Contents

Executive Summary

Market Environment

• General
• Macroeconomic Environment
• Truck Supply & Demand Dynamics
• Vehicle Park
• Pricing Trends
• Technology & Materials Trends
• Foreign Trade & International Issues
  • Global Aftermarket Parts
    • Supply & Demand Trends
  • Trends in Foreign Trade

INDUSTRY TRENDS

• General
• Medium & Heavy Truck Industry Trends
  • The Trend toward Integration
  • Light Vehicle Aftermarket Differences
  • Component Rebuilders
  • Vehicle Quality Improvements
• Legal & Regulatory Trends
  • Air Quality
  • Safety
• Spark Ignition Engine Technology
  • Basic Spark Ignition Engine Operation
  • Spark Ignition Engine Overview
• Diesel Engine Technology
  • Basic Diesel Engine Operation
• Emission Control Technology
• Fuel System Enhancements
• Turbocharging & Charge Air Cooling
• After-Treatment Devices
• Electronic Engine Controls
• Diesel Fuel Enhancements
• Other Technologies

MECHANICAL PRODUCTS AFTERMARKET

• General
• Engines & Parts
• Brake Parts
• Steering & Suspension Components
• Drivetrain Components
• Transmissions/Parts/Clutch Assemblies
• Fuel System Components
• Cooling System Components
• Exhaust/Emission System Components
• Filters

EXTERIOR & STRUCTURAL PRODUCTS AFTERMARKET

• General
• Tires
• Windows & Glass
• Other

ELECTRICAL/ELECTRONIC PRODUCTS AFTERMARKET

• General
• Electronics Products Aftermarket
  • Telematics, Navigation & Fleet
    • Tracking Systems
  • Electronic Controls, Modules & Sensors
  • Other Electronic Products
• Electrical Products Aftermarket
  • Batteries
  • Charging & Starting Equipment
  • Lighting Equipment
  • Other Electrical Products

MEDIUM & HEAVY TRUCK AFTERMARKET BY PERFORMER

• General
• In-House Service Providers
  • Fleets
  • Owner Operators
• Outsourced Service Providers
  • Independent Garages
  • Truck Dealerships
  • Other

INDUSTRY STRUCTURE

• General
• Industry Composition & Market Share
• Merger/Acquisition/Industry Restructuring
• Product Development & Manufacturing
• Marketing
• Distribution
• Financial Issues & Requirements
• Strategic Partnerships
• Company Profiles