Annual Strategy Dossier - 2022 - Europe's Top 6 Medium & Heavy Truck Manufacturers - Daimler, Volvo, MAN, Scania, DAF & Iveco - Strategy Focus, Key Strategies & Plans, SWOT, Trends & Growth Opportunities, Market Outlook
The European Medium & Heavy Truck market has been recovering steadily from the COVID-19 outbreak with booming order intake, freight volumes & rates and robust fleet utilization levels across operators which have reached pre-COVID-19 levels while facing modest headwinds in form of continued challenges from the COVID-19 pandemic marked by supply chain disruptions & bottlenecks, labor shortages, rising material costs, limited freight capacity & semi-conductor chip shortages which continue to impede the pace of overall recovery momentum.
The industry continues to make steady progress towards development of a range of sustainable technologies geared towards de-carbonization of transportation over long term, which remains the top priority, while continuing the development of innovative services & business models configured on connectivity & autonomy. The efforts have primarily been led by electrification, focused on both battery electric & hybrid technologies, with the tipping point for electric trucks coming in 2022 with mass production & commercial deliveries of electric trucks commencing across industry OEMs. Additionally, mass market production, introduction & adoption of hydrogen powered trucks, featuring hydrogen fuel cell based propulsion systems is likely in the 2030s. Further, the outlining of H2Accelerate program by the industry to accelerate the uptake of green hydrogen and initiatives like, First Movers Coalition, geared towards jumpstarting the scalability of sustainable technologies through the end of current decade, are likely to further accelerate the imminent energy transition to sustainable propulsion systems & technologies going forward.
The rapid energy transition towards de-carbonization & sustainability, continued infrastructure investments, especially, the launch of EU's major Infrastructure Investment under its Global Gateway Strategy in late 2021 aimed at mobilizing & investing EUR 300 billion through 2027 towards development of global infrastructure across five key sectors, with EUR 135 billion to be dedicated to infrastructure investments by the European Fund for Sustainable Development+ by 2027, strong demand from the commodities segment apart from the ongoing e-commerce boom are likely to collectively provide significant growth opportunities to the industry over near to medium term in form of fleet replacements, expansion & recapitalizations, especially, in a volatile crude oil price environment. That’s despite projections for the slowdown of global economic recovery over near term owing to uncertainty over the likely direction of the pandemic and rising inflation levels necessitating monetary policy tightening by the Central Banks. Overall, Trucking in Europe is projected to maintain its cruising speed as well as overall growth momentum in 2022.
Against this backdrop, the 2022 edition of the report analyses the overall strategy focus and provides insights into & comprehensive analysis of the Strategies & Plans being conceptualized & pursued by Europe’s Top medium & heavy-duty truck manufacturers for the near to medium term horizon.
Report Excerpts:
1. Analysis of Daimler’s ambitious plan to achieve 60% market share in the Global Zero Emission Vehicles (ZEVs) Market by 2030 and plans to produce only ZEVs by 2039.
2. Daimler’s medium term growth strategy aimed at boosting profitability to 10%+ level in the EU by 2025. Also, plans for rapid transition to sustainable technologies through decryption of Daimler’s medium term technology strategy.
3. Volvo’s rapid electrification of its truck portfolio, focus on growing services business and plans to turn Asia and North America into key pivots of its medium term growth strategy.
4. Scania gearing up & investing massively with a detailed blueprint & ecosystem towards electrification while focusing on China as the growth catapult.
5. Adoption of collaboration route by industry behemoths; Daimler, Volvo & Traton, to accelerate the journey towards electrification.
6. The launch of EU's major Infrastructure Investment, under its Global Gateway Strategy launched in late 2021, with EUR 135 billion to be dedicated to infrastructure investments globally by the European Fund for Sustainable Development+ through 2027 is likely to bolster construction & trucking industries over medium term.
7. Supply Chain disruptions, continued semi-conductor chip shortages, pandemic’s likely direction & inflationary pressures across key markets could become potential speed humps on the industry’s recovery momentum over near term.
Relevance & Usefulness:
The report, with its unique disposition & strategy focus, is a niche, key & vital information resource on the European Medium & Heavy Truck Market. It would be indispensable for those having interest, stakes or investments in any of the Truck OEMs covered and all those with operational or strategic involvement and/or stakes in the European Medium & Heavy Truck Market. The report will be extremely useful for Key Decision-Makers, Program Managers, Global Procurement Managers, Top Management of Industry Players & Other Companies, Industry OEMs, Suppliers, Vendors, Associated Equipment Manufacturers and other Key Players in the Industry Value Chain. The report will also be useful for existing & potential Investors, Industry & Company Analysts, M&A Advisory Firms, Strategy & Management Consulting Firms, PE Firms, Venture Capitalists, Financing & Leasing Companies, Researchers and all those associated with the Trucking industry.
The industry continues to make steady progress towards development of a range of sustainable technologies geared towards de-carbonization of transportation over long term, which remains the top priority, while continuing the development of innovative services & business models configured on connectivity & autonomy. The efforts have primarily been led by electrification, focused on both battery electric & hybrid technologies, with the tipping point for electric trucks coming in 2022 with mass production & commercial deliveries of electric trucks commencing across industry OEMs. Additionally, mass market production, introduction & adoption of hydrogen powered trucks, featuring hydrogen fuel cell based propulsion systems is likely in the 2030s. Further, the outlining of H2Accelerate program by the industry to accelerate the uptake of green hydrogen and initiatives like, First Movers Coalition, geared towards jumpstarting the scalability of sustainable technologies through the end of current decade, are likely to further accelerate the imminent energy transition to sustainable propulsion systems & technologies going forward.
The rapid energy transition towards de-carbonization & sustainability, continued infrastructure investments, especially, the launch of EU's major Infrastructure Investment under its Global Gateway Strategy in late 2021 aimed at mobilizing & investing EUR 300 billion through 2027 towards development of global infrastructure across five key sectors, with EUR 135 billion to be dedicated to infrastructure investments by the European Fund for Sustainable Development+ by 2027, strong demand from the commodities segment apart from the ongoing e-commerce boom are likely to collectively provide significant growth opportunities to the industry over near to medium term in form of fleet replacements, expansion & recapitalizations, especially, in a volatile crude oil price environment. That’s despite projections for the slowdown of global economic recovery over near term owing to uncertainty over the likely direction of the pandemic and rising inflation levels necessitating monetary policy tightening by the Central Banks. Overall, Trucking in Europe is projected to maintain its cruising speed as well as overall growth momentum in 2022.
Against this backdrop, the 2022 edition of the report analyses the overall strategy focus and provides insights into & comprehensive analysis of the Strategies & Plans being conceptualized & pursued by Europe’s Top medium & heavy-duty truck manufacturers for the near to medium term horizon.
Report Excerpts:
1. Analysis of Daimler’s ambitious plan to achieve 60% market share in the Global Zero Emission Vehicles (ZEVs) Market by 2030 and plans to produce only ZEVs by 2039.
2. Daimler’s medium term growth strategy aimed at boosting profitability to 10%+ level in the EU by 2025. Also, plans for rapid transition to sustainable technologies through decryption of Daimler’s medium term technology strategy.
3. Volvo’s rapid electrification of its truck portfolio, focus on growing services business and plans to turn Asia and North America into key pivots of its medium term growth strategy.
4. Scania gearing up & investing massively with a detailed blueprint & ecosystem towards electrification while focusing on China as the growth catapult.
5. Adoption of collaboration route by industry behemoths; Daimler, Volvo & Traton, to accelerate the journey towards electrification.
6. The launch of EU's major Infrastructure Investment, under its Global Gateway Strategy launched in late 2021, with EUR 135 billion to be dedicated to infrastructure investments globally by the European Fund for Sustainable Development+ through 2027 is likely to bolster construction & trucking industries over medium term.
7. Supply Chain disruptions, continued semi-conductor chip shortages, pandemic’s likely direction & inflationary pressures across key markets could become potential speed humps on the industry’s recovery momentum over near term.
Relevance & Usefulness:
- Strategic Planning & Decision-Making process
- Analysis of Near to Medium Term Strategy Focus and Key Strategies & Plans
- Identification of & Insights into Potential Growth Opportunities & Avenues
- Market Evolution & Demand Growth Projections
- Analysis of Key Industry Trends, Issues & Challenges, Risk Factors & Market Outlook for 2022
The report, with its unique disposition & strategy focus, is a niche, key & vital information resource on the European Medium & Heavy Truck Market. It would be indispensable for those having interest, stakes or investments in any of the Truck OEMs covered and all those with operational or strategic involvement and/or stakes in the European Medium & Heavy Truck Market. The report will be extremely useful for Key Decision-Makers, Program Managers, Global Procurement Managers, Top Management of Industry Players & Other Companies, Industry OEMs, Suppliers, Vendors, Associated Equipment Manufacturers and other Key Players in the Industry Value Chain. The report will also be useful for existing & potential Investors, Industry & Company Analysts, M&A Advisory Firms, Strategy & Management Consulting Firms, PE Firms, Venture Capitalists, Financing & Leasing Companies, Researchers and all those associated with the Trucking industry.
SECTION – 1
Business Snapshot & Overview - Europe's Top 6 Medium & Heavy Truck Manufacturers
Founded
Headquartered
Business Segments
Product Portfolio
Revenue Base
Market Capitalization
Key Executives
Shareholding/Ownership Structure
SECTION – 2
Financial Performance Analysis - Top 6 European Industry OEMs
Revenue Base & Growth Trend
Revenues Split by Key Segments
Revenues Split by Key Geographic Markets & Regions
Gross Earnings & Margin Trend
Operating Earnings & Operating Margin Trend
Return on Sales Trend
Profitability Growth Trend
Cash Flow from Operations
R&D Expenditure Trend
CAPEX Trend
SECTION – 3
Strategy Focus – Across Top 6 European OEMs
SECTION - 4
Key Strategies & Plans - Comprehensive Analysis of Strategies & Plans for the Industry OEMs - Analysis Coverage
Product Portfolio Strategies & Plans
Market Specific Strategies & Plans
R&D Strategies & Plans
Growth Strategies & Plans
Business and Corporate Strategies & Plans
Sales & Marketing Strategies & Plans
Production/Manufacturing Strategies & Plans
Financial Strategies & Plans
Acquisitions, Strategic Alliances & JVs
Other Strategies & Strategic Initiatives
SECTION – 5
SWOT Analysis
Strengths to be Leveraged
Weaknesses to be worked on
Opportunities to be capitalized upon
Threats to be negated & mitigated
SECTION – 6
Key Trends
Industry Trends
Market Trends
Technology Trends
SECTION – 7
Key Issues, Challenges & Risk Factors
SECTION – 8
Global Medium & Heavy Truck Market - Force Field Analysis - Analysis of Driving & Restraining Forces and their Overall Dynamics
Driving Forces
Restraining Forces
SECTION – 9
Strategic Market Outlook
Analysis of Emerging Market Scenario
Demand Outlook for 2022
Growth Projections for the European & Global Medium & Heavy Truck Market
Insights into Potential Growth Opportunities
Business Snapshot & Overview - Europe's Top 6 Medium & Heavy Truck Manufacturers
Founded
Headquartered
Business Segments
Product Portfolio
Revenue Base
Market Capitalization
Key Executives
Shareholding/Ownership Structure
SECTION – 2
Financial Performance Analysis - Top 6 European Industry OEMs
Revenue Base & Growth Trend
Revenues Split by Key Segments
Revenues Split by Key Geographic Markets & Regions
Gross Earnings & Margin Trend
Operating Earnings & Operating Margin Trend
Return on Sales Trend
Profitability Growth Trend
Cash Flow from Operations
R&D Expenditure Trend
CAPEX Trend
SECTION – 3
Strategy Focus – Across Top 6 European OEMs
SECTION - 4
Key Strategies & Plans - Comprehensive Analysis of Strategies & Plans for the Industry OEMs - Analysis Coverage
Product Portfolio Strategies & Plans
Market Specific Strategies & Plans
R&D Strategies & Plans
Growth Strategies & Plans
Business and Corporate Strategies & Plans
Sales & Marketing Strategies & Plans
Production/Manufacturing Strategies & Plans
Financial Strategies & Plans
Acquisitions, Strategic Alliances & JVs
Other Strategies & Strategic Initiatives
SECTION – 5
SWOT Analysis
Strengths to be Leveraged
Weaknesses to be worked on
Opportunities to be capitalized upon
Threats to be negated & mitigated
SECTION – 6
Key Trends
Industry Trends
Market Trends
Technology Trends
SECTION – 7
Key Issues, Challenges & Risk Factors
SECTION – 8
Global Medium & Heavy Truck Market - Force Field Analysis - Analysis of Driving & Restraining Forces and their Overall Dynamics
Driving Forces
Restraining Forces
SECTION – 9
Strategic Market Outlook
Analysis of Emerging Market Scenario
Demand Outlook for 2022
Growth Projections for the European & Global Medium & Heavy Truck Market
Insights into Potential Growth Opportunities
