The Global OutlookThe Global Outlook ofof High SpeedHigh Speed
TransmissionsTransmissions -- What's in Store?What's in Sto...
Today’s Presenter
Automotive Research and Consulting Professional with a keen interest in exploring next generation disrup...
Focus Points — Agenda for Today’s Presentation
• Drivers, Restraints and Trends influencing rise of High Speed
Transmissio...
Poll Question
What do you think is the driving force for
more number of speeds in a transmissions ?
A. It is a race to sho...
Top 5 Key Findings
1
Global
Globally, high speed transmissions (high speed steppes ATs and DCTs) are
expected to account f...
Market Engineering Measurements
Globally, high speed transmission is expected to have a penetration of about 14.0 – 17.0 m...
Drivers and Restraints and Top Level Fact Sheet
Fuel economy norms and regional emissions regulations amongst key drivers ...
Global Hot Spots—High Speed Transmission Volume Snapshot
Competitive AT market in Japan and push by premium OEMs in Europe...
Unit Shipment Forecast by Region and Technology
NA is expected to account for a share of close to 50.0 percent of the 2020...
High Speed Transmission Market—Unit Shipment Forecast by OEM and
Transmission Type
Volume OEMs , Ford and GM, expected to ...
Market ParticipantsMarket Participants
High Speed Transmission Market: Competitive Landscape, Global, 2012
Key SuppliersKe...
The Last Word—Three Big Predictions
North America is expected to account for over 6.0 million high speed
1
The global mark...
Contents
Section Slide Numbers
Executive Summary 5
Research Scope, Objectives, Methodology, and Background 22
Definitions ...
Contents
Section Slide Numbers
Global High Speed Transmission Market—OEM Profiles 156
Supplier Profiles 205
Conclusions an...
Next Steps
Develop Your Visionary and Innovative Skills
Growth Partnership Service Share your growth thought leadership an...
Your Feedback is Important to Us
Growth Forecasts?
Competitive Structure?
What would you like to see from Frost & Sullivan...
Follow Frost & Sullivan on
Facebook, LinkedIn, SlideShare, and Twitter
http://www.facebook.com/FrostandSullivan
http://www...
For Additional Information
Katja Feick
Corporate Communications Manager
0049 (0) 69 7703343
katja.feick@frost.com
Yeswant ...
Upcoming SlideShare
Loading in...5
×

Global Outlook of High Speed Transmissions

705

Published on

This is the slide deck of an analyst briefing webinar on high speed transmissions in the automotive industry, which covers drivers, destraints and drends influencing the rise of high speed transmissions in the market. It also presents a snapshot on the global as well as regional high speed transmissions markets as well as an OEM comparative competitor positioning. Globally, high speed transmissions (high speed steppes ATs and DCTs) are expected to account for about 13.0 to 13.5 million vehicles annually in 2020.

Published in: Business, Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
705
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
28
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Global Outlook of High Speed Transmissions

  1. 1. The Global OutlookThe Global Outlook ofof High SpeedHigh Speed TransmissionsTransmissions -- What's in Store?What's in Store? Fuel Economy Norms and Regional Market Dynamics to Boost GlobalFuel Economy Norms and Regional Market Dynamics to Boost Global Volumes to Over 13.0 Million By 2020Volumes to Over 13.0 Million By 2020 Yeswant Abhimanyu, Senior Research AnalystSenior Research Analyst Automotive & Transportation © 2012 Frost & Sullivan. All rights reserved. This document contains highly confidential information and is the sole property of Frost & Sullivan. No part of it may be circulated, quoted, copied or otherwise reproduced without the written approval of Frost & Sullivan. 17th September 2013
  2. 2. Today’s Presenter Automotive Research and Consulting Professional with a keen interest in exploring next generation disruptive Yeswant Abhimanyu Senior Research Analyst Frost & Sullivan 2 Automotive Research and Consulting Professional with a keen interest in exploring next generation disruptive business models and market roadmaps, and to engage in knowledge sharing with visionary thinkers and thought leaders of the world Authored studies with core competences in: • Automotive Powertrain • Vehicle Fleet & Leasing • Eco-Innovation, Mega Trends • Future of Mobility (Mobility Integration, Multi-Modality) in.linkedin.com/pub/yeswant-abhimanyu/3a/54/b07/
  3. 3. Focus Points — Agenda for Today’s Presentation • Drivers, Restraints and Trends influencing rise of High Speed Transmissions • Global High Speed Transmission Snapshot • Regional High Speed Transmission Snapshot • OEM Comparative Competitor Positioning • Conclusions and Final Verdict 3
  4. 4. Poll Question What do you think is the driving force for more number of speeds in a transmissions ? A. It is a race to showcase technological expertise by OEMs and Suppliers B. It is a marketing tool to attract consumers 4 C. It is a “real” requirement to adhere to future global emissions and fuel economy regulations D. It is a strategy to differentiate Premium vs. Mass Market segments by OEMs E. All of the above Note: Figures used only for representation purposes. Source: Frost & Sullivan analysis.
  5. 5. Top 5 Key Findings 1 Global Globally, high speed transmissions (high speed steppes ATs and DCTs) are expected to account for about 13.0 to 13.5 million vehicles annually in 2020. 2 Region North America and China are expected to be the most attractive high speed transmission markets globally by 2020. 5 Note: Images used only for representation purposes. Source: Frost & Sullivan. 3 Speed Globally, the 8-speed ATs are expected to be the most dominant with a share of about 39.0 to 43.0 percent in 2020 from a current 100.0 percent in 2012. 4 OEM Globally, General Motors is expected to lead the market in terms of units shipments by 2020, followed by Toyota and Ford. 5 Supplier A number of OEMs including Hyundai, Daimler, Ford and GM are focusing on in-house high speed transmission manufacturing. This is because it is considered a core competence and a key pillar of the engine and overall powertrain strategy.
  6. 6. Market Engineering Measurements Globally, high speed transmission is expected to have a penetration of about 14.0 – 17.0 million by 2020 within the overall transmission market. Market Stage GROWTH Market Units/Volume (2012) Total High Speed Transmission Market: Global, 2012 Market Overview 1.4–1.6 M Market Size for Last Year of Study Period (2020) 13.0–13.5 M Market Concentration (% of market share held by top 2 stepped high speed AT suppliers – 2020) ~ 60.0% 6 Note: All figures are rounded. The base year is 2012. Source: Frost & Sullivan. Stable IncreasingDecreasing Market Concentration ~ 77.0% (% of market share held by top 2 OEMs – 2012) Number of Competitors 6 (active market competitors in 2012 - OEMs)
  7. 7. Drivers and Restraints and Top Level Fact Sheet Fuel economy norms and regional emissions regulations amongst key drivers in all markets. Regional market dynamics like AT domination in North America to drive or challenge high speed transmission uptake Drivers Global engine downsizing and down-speeding trend. Global fuel economy standards and emission norms High Speed Transmission Market: Key Market Drivers and Restraints, Global, 2012–2020 High speed transmissions for both FWD and RWD vehicles High Speed Transmission Market: Unit Shipment Forecast, Global, 2012 and 2020 57.3 80.7 60.0 80.0 100.0 Units(Million) 7 Denotes long-term impact Source: Frost & Sullivan. Restraints Denotes current impact Increased cost of high-speed transmissions and customer perception. Competition from other transmissions. Design complexity – packaging constraints and heavier transmissions GLOBAL 2.0–4.0% 14.0–17.0% 0.0 20.0 40.0 2012 2020 Total Vehicle Volumes High Speed Transmission Volumes Year
  8. 8. Global Hot Spots—High Speed Transmission Volume Snapshot Competitive AT market in Japan and push by premium OEMs in Europe amongst key drivers for the respective regions. 0.49 2.51 2012 2020 Europe 6.58 0.13 0.71 2012 2020 High Speed Transmission Market: Volume Snapshot, Global, 2012 and 2020 8 Note: The volumes are in million and the percentages shown are CAGR. All figures are rounded. The base year is 2012. Source: Frost & Sullivan. 0.48 2012 2020 North America 2012 2020 Japan 0.44 3.39 2012 2020 China
  9. 9. Unit Shipment Forecast by Region and Technology NA is expected to account for a share of close to 50.0 percent of the 2020 high speed market globally High Speed Transmission Market: Unit Shipment Forecast by Region and Technology, Global, 2012 and 2020 3.0 4.0 5.0 6.0 7.0 Units(Million) ~1.4–1.6 million ~13.0–13.5 million 37.0– 13.0–15.0% 6.0–8.0% ~3.2–3.5 ~6.3–6.8 ~2.3–2.6 9 Note: All figures are rounded. The base year is 2012. Source: Frost & Sullivan analysis. 0.0 1.0 2.0 3.0 Europe North America China Japan Units(Million) 8 Speed AT 9 Speed AT 10 Speed AT High Speed DCT Note: Graph in center represents data for 2020 Region2012 100.0% 2020 37.0– 40.0% 39.0– 43.0% ~0.67–0.80 ~2.3–2.6
  10. 10. High Speed Transmission Market—Unit Shipment Forecast by OEM and Transmission Type Volume OEMs , Ford and GM, expected to lead the high speed transmission market by 2020. High Speed Transmission Market: Unit Shipment Forecast by OEM and Transmission Type, Global, 2012 and 2020 1.5 2.0 2.5 Units(Million) 10 Note: All figures are rounded. The base year is 2012. Source: Frost & Sullivan analysis. 0.0 0.5 1.0 BMW Daimler Fiat- Chrysler Ford Geely GM Honda Hyundai Tata Toyota VW 8 Speed AT 9 Speed AT 10 Speed AT High Speed DCT Note: Graph in center represents data for 2020. The goal post charts are representative of the total market and not only the OEMs shown on this slide. The OEMs shown however account for majority of the total high speed transmission market by 2020. OEM
  11. 11. Market ParticipantsMarket Participants High Speed Transmission Market: Competitive Landscape, Global, 2012 Key SuppliersKey Suppliers High Speed Transmission — Focus towards 2020 High Speed Transmission — Focus towards 2020 Key Vehicle ModelsKey Vehicle Models Ford Fiat-Chrysler BMW Daimler In-house, Getrag ZF, FPT ZF In-house manufacturing 9-speed AT FWD, 10-speed AT RWD. 8-speed AT for RWD and 9-speed AT for FWD vehicles 8-speed AT for RWD and 9-speed AT for FWD vehicles 9-speed AT RWD. Expected high speed DCT in future Fusion, MKC, F- series, Taurus, Explorer RAM 1500, 300, Charger, Cher okee, Guilia 7-series, 5-series, 3- series S-Class, E-Class, C- Class Competitive Positioning of Key Industry Participants In-house manufacturing of high speed transmissions to play a key role as its considered a core competence Key participants in North America 11 General Motors JLR In-house, Aisin 8-Speed Aisin RWD and in-house AT. 9-speed AT FWD, 10-speed AT RWD. CTS, ATS, Sierra, Silver ado, Impala, LaCrosse ZF, Getrag 8-speed AT for RWD and 9-speed AT for FWD vehicles XF, XJ, Discovery, Evoq ue, Freelander Source: Frost & Sullivan. Volkswagen Honda BorgWarner, in- house, ZF, Aisin ZF and in-house (F&S-2) 8-speed ATs RWD on Audi and Porsche marquee. 9-speed AT FWD 10-speed AT FWD (F&S-2) Cayenne, Panamera, Au di marquee, Touareg Accord, Odyssey, MDX, Pilot Hyundai-Kia In-house 8- and 10- speed RWD AT 8-speed FWD AT (F&S-2) Equus, Genesis, Mohav e ToyotaToyota Aisin 8-speed FWD and RWD AT IS-series, Land Cruiser, RX- series, Camry North America Premium OEMs and marquees – high adoption of high speed transmissions High speed DCT expected in the future
  12. 12. The Last Word—Three Big Predictions North America is expected to account for over 6.0 million high speed 1 The global market for high speed transmissions is expected to grow to about 13.0–13.5 million by 2020. High speed ATs are expected to account for about 90.0 percent of the high speed transmissions market. The 8-speed AT is expected to be the most dominant at about 39.0–43.0 percent by 2020. 12 Source: Frost & Sullivan analysis. 2 transmissions annually by 2020, account for close to 50.0 percent of the global transmissions market. China is expected to be the 2nd largest market with over 3.0 million units. 3 Premium OEMs and marquees are expected to continue to adopt high speed transmissions. However by 2020, the top 2 market players are expected to be volume manufacturers.
  13. 13. Contents Section Slide Numbers Executive Summary 5 Research Scope, Objectives, Methodology, and Background 22 Definitions and Segmentation 29 Market Overview 34 Mega Trends and Industry Convergence Implications 66 Total High Speed Transmission Market • External Challenges: Drivers and Restraints—Total Market 69 13 • External Challenges: Drivers and Restraints—Total Market 69 • Forecasts and Trends—Total Market 86 High Speed Transmission—Regional Markets • Forecasts and Trends—Europe 103 • Market Share and Competitive Analysis—Europe 114 • Forecasts and Trends—North America 119 • Market Share and Competitive Analysis—North America 130 • Forecasts and Trends—Asia (China and Japan) 135 • Market Share and Competitive Analysis— Asia (China and Japan) 148
  14. 14. Contents Section Slide Numbers Global High Speed Transmission Market—OEM Profiles 156 Supplier Profiles 205 Conclusions and Future Outlook 219 Appendix 225 14
  15. 15. Next Steps Develop Your Visionary and Innovative Skills Growth Partnership Service Share your growth thought leadership and ideas or join our GIL Global Community 15 Join our GIL Community Newsletter Keep abreast of innovative growth opportunities
  16. 16. Your Feedback is Important to Us Growth Forecasts? Competitive Structure? What would you like to see from Frost & Sullivan? 16 Emerging Trends? Strategic Recommendations? Other? Please inform us by “Rating” this presentation.
  17. 17. Follow Frost & Sullivan on Facebook, LinkedIn, SlideShare, and Twitter http://www.facebook.com/FrostandSullivan http://www.linkedin.com/groups?gid=4480787&trk=hb_side_g 17 www.twitter.com/FS_Automotive http://www.linkedin.com/groups?gid=4480787&trk=hb_side_g http://www.slideshare.net/FrostandSullivan
  18. 18. For Additional Information Katja Feick Corporate Communications Manager 0049 (0) 69 7703343 katja.feick@frost.com Yeswant Abhimanyu Senior Research Analyst Automotive & Transportation (0091) 44 6681 4019 Yeswanta@frost.com 18 Kaushik Madhavan Global Program Manager – Powertrain Automotive & Transportation 0091 (44) 6681 4001 Kaushik.Madhavan@frost.com Cyril Cromier VP Sales Automotive & Transportation +33 1 4281 2244 Cyril.cromier@frost.com
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×