MEDIUM- & HEAVY-DUTY AFTERMARKET (US industry forecasts for 2013 & 2018)

Table of Contents

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

• General
• Macroeconomic Environment
• Medium- & Heavy-Duty Trucks
  • Supply & Demand Dynamics
  • Truck Park & Mileage
• Medium- & Heavy-Duty Truck Industry Trends
  • The Trend toward Integration
  • Light Vehicle & Medium- & Heavy-Duty Truck Aftermarket Differences
  • Component Rebuilders
  • Vehicle Quality Improvements
• Technology & Materials Trends
  • Spark Ignition Engine Technology
  • Indirect Fuel Injection Systems
  • Direct Fuel Injection Systems
  • Variable Valve Timing Systems
  • Cylinder Deactivation Systems
  • Compression Ignition (Diesel) Engine Technology
    • Basic Diesel Engine Operation
    • Diesel Engine Emissions Control Technology
      • Fuel System Enhancements
      • Turbocharging & After-Treatment Device Enhancements
    • Diesel Fuel Enhancements
  • Performance Enhancement Technology
  • Electronic Engine Controls
  • Hybrid & Electric Powertrains
• Legislative & Regulatory Environment
  • Environmental
  • Safety

III. INDUSTRY TRENDS

• General
• Medium- & Heavy-Duty Truck Aftermarket Overview
• Pricing Trends
• Foreign Trade & International Issues
  • Global Aftermarket Parts Supply & Demand Trends
  • Trends in Foreign Trade

IV. EXTERIOR & STRUCTURAL PRODUCT

• AFTERMARKET
• General
• Tires
• Fifth Wheels, Kingpins & Parts
• Windows, Mirrors & Replacement Glass
• Windshield Wiper Systems
• Other

V. MECHANICAL PRODUCT AFTERMARKET

• General
• Engines & Engine Parts
  • Engines, Cylinder Heads & Liners
  • Turbochargers & Related Parts
  • Pistons & Rings
  • Bearings, Camshafts & Crankshafts
  • Valves, Seats & Related Parts
  • Other
• Transmissions & Clutch Assemblies
• Steering & Suspension Components
  • Suspension Systems
  • Steering Systems
• Brake Parts & Assemblies
• Drivetrain Components
• Filters
  • Oil
  • Air
  • Fuel
  • Other
• Fuel System Components
• Exhaust & Emissions System Components
• Cooling System Components

VI. ELECTRICAL & ELECTRONIC PRODUCT AFTERMARKET

• General
• Electronic Product Aftermarket
  • Telematics, Navigation & Vehicle Tracking Systems
  • Electronic Controls, Modules & Sensors
  • Other Electronic Products
• Electrical Product Aftermarket
  • Charging & Starting Equipment
  • Batteries
  • Auxiliary Power Units
  • Lighting Equipment
  • Other Electrical Products

VII. AFTERMARKET BY PERFORMER

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

VIII. INDUSTRY STRUCTURE

• General
• Industry Composition
• Market Share
  • Tires
  • Non-Tires
• Mergers, Acquisitions & Industry Restructuring
• Product Development & Manufacturing
• Marketing
• Distribution
• Financial Issues & Requirements
• Strategic Partnerships

COMPANY PROFILES

• Affinia Group Incorporated
• ArvinMeritor Incorporated
• Bandag Incorporated, see Bridgestone Corporation
• Bendix Commercial Vehicle Systems, see Knorr-Bremse
• Bendix Spicer Foundation Brake, see Dana Holding
• & Knorr-Bremse AG
• BLD Products Limited, see Qualitor Incorporated
• Blue Diamond Truck, see Navistar International
• BorgWarner Incorporated
• Bosch (Robert) GmbH
• Bridgestone Corporation
• Caterpillar Incorporated
• Continental AG
• Cooper-Standard Holdings Incorporated
• Cooper Tire & Rubber Company
• Cummins Incorporated
• Daimler AG
• Dana Holding Corporation
• Dayco Products, see Mark IV Industries Incorporated
• Delphi Corporation
• DENSO Corporation
• Detroit Diesel Corporation, see Daimler AG
• Eaton Corporation
• Exide Technologies
• Federal-Mogul Corporation
• Gates Corporation, see Tomkins plc
• Goodyear Tire & Rubber Company
• GTY Tire Company, see Continental, Toyo Tire & Rubber & Yokohama Rubber
• Guardian Industries Corporation
• Haldex AB
• HASSE & WREDE North America, see Knorr-Bremse
• Hendrickson International Corporation
• Honeywell International Incorporated
• International Brake Industries, see Qualitor Incorporated
• Johnson Controls Incorporated
• Knorr-Bremse AG
• Mack Trucks Incorporated, see Volvo AB
• MAHLE International GmbH
• Mark IV Industries Incorporated
• Meritor WABCO Vehicle Control Systems, see ArvinMeritor Incorporated
• Michelin Group
• Navistar International Corporation
• Nippon Sheet Glass Company Limited
• Osram GmbH, see Siemens AG
• PACCAR Incorporated
• Pilkington plc, see Nippon Sheet Glass Company Limited
• Pioneer Corporation
• PPG Industries Incorporated
• Proliance International Incorporated
• Qualitor Incorporated
• Schrader-Bridgeport, see Tomkins plc
• Siemens AG
• Sloan Transportation Products, see Qualitor Incorporated
• Sony Corporation
• Stanadyne Corporation
• Sypris Solutions Incorporated
• Tenneco Incorporated
• ThyssenKrupp AG
• Tomkins plc
• Toyo Tire & Rubber Company Limited
• Valeo SA
• Valeo Sylvania LLC, see Siemens AG and Valeo SA
• Veyance Technologies Incorporated
• Victor Reinz, see Dana Holding Corporation
• Volvo AB
• Yokohama Rubber Company Limited
• Other Medium- & Heavy-Duty Truck Aftermarket Companies

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

• Summary Table

SECTION II -- MARKET ENVIRONMENT

• Macroeconomic Indicators
• Motor Vehicle Weight Classes
• Medium- & Heavy-Duty Truck Supply & Demand
• Medium- & Heavy-Duty Truck Park & Mileage

SECTION III -- INDUSTRY TRENDS

• Medium- & Heavy-Duty Truck Aftermarket by Product
• & Vehicle Class
• World Medium- & Heavy-Duty Truck Aftermarket by Region

SECTION IV -- EXTERIOR & STRUCTURAL PRODUCT AFTERMARKET

• Exterior & Structural Product Aftermarket
• Tire Aftermarket
• Fifth Wheel, Kingpin & Part Aftermarket
• Window, Mirror & Replacement Glass Aftermarket
• Windshield Wiper System Aftermarket
• Other Exterior & Structural Product Aftermarket

SECTION V -- MECHANICAL PRODUCT AFTERMARKET

• Mechanical Product Aftermarket
• Engine & Engine Part Aftermarket
• Transmission & Clutch Assembly Aftermarket
• Steering & Suspension Aftermarket
• Brake Part & Assembly Aftermarket
• Drivetrain Component Aftermarket
• Filter Aftermarket
• Fuel System Component Aftermarket
• Exhaust & Emissions System Component Aftermarket
• Cooling System Component Aftermarket

SECTION VI -- ELECTRICAL & ELECTRONIC PRODUCT AFTERMARKET

• Electrical & Electronic Product Aftermarket
• Electronic Product Aftermarket
• Telematics, Navigation & Vehicle Tracking System Aftermarket
• Electronic Control, Module & Sensor Aftermarket
• Other Electronic Product Aftermarket
• Electrical Product Aftermarket
• Charging & Starting Equipment Aftermarket
• Battery Aftermarket
• Auxiliary Power Unit Aftermarket
• Lighting Equipment Aftermarket
• Other Electrical Product Aftermarket

SECTION VII -- AFTERMARKET BY PERFORMER

• Medium- & Heavy-Duty Truck Aftermarket by Performer
• Outsourced Aftermarket by Performer
• In-House Aftermarket by Performer

SECTION VIII -- INDUSTRY STRUCTURE

• Sales of Selected Medium- & Heavy-Duty Truck
• Aftermarket Suppliers, 2008
• Selected Acquisitions & Divestitures
• Selected Cooperative Agreements

LIST OF CHARTS

SECTION II -- MARKET ENVIRONMENT

• Vehicle Mileage, 1998-2018
• Medium- & Heavy-Duty Truck Aftermarket Channels

SECTION III -- INDUSTRY TRENDS

• Medium- & Heavy-Duty Truck Aftermarket by Product & Vehicle Class

SECTION IV -- EXTERIOR & STRUCTURAL PRODUCT AFTERMARKET

• Exterior & Structural Product Aftermarket by Type, 2008

SECTION V -- MECHANICAL PRODUCT AFTERMARKET

• Mechanical Product Aftermarket by Type, 2008

SECTION VI -- ELECTRICAL & ELECTRONIC PRODUCT AFTERMARKET

• Electrical & Electronic Product Aftermarket by Type, 2008

SECTION VII -- AFTERMARKET BY PERFORMER

• Medium- & Heavy-Duty Truck Aftermarket by Performer, 2008

SECTION VIII -- INDUSTRY STRUCTURE

• Medium- & Heavy-Duty Truck Aftermarket Share by Company, 2008
• Medium- & Heavy-Duty Truck Tire Aftermarket Share by Company, 2008
• Medium- & Heavy-Duty Truck Non-Tire Aftermarket Share by Company, 2008