2005年美国柴油发动机市场研究报告

2005 research report on US Motor Vehicle Diesel Engine Market

TABLE OF CONTENTS
SECTION PAGE
INTRODUCTION viii

I. EXECUTIVE SUMMARY 1

II. MARKET ENVIRONMENT 4
General 4
Economic Environment 5
Cyclical Trends 5
Long-Term Trends 9
Motor Vehicle Sector Outlook 13
Industrial Sector Outlook 16
Industrial Production Trends 17
Capital Spending/Fixed Investment Trends 19
Cost/Pricing Dynamics 21
Regulatory Trends 24
Environmental 25
Energy Efficiency & Other 28
International Environment 29
World Diesel Engine Supply & Demand 29
Trends in US Foreign Trade 32
Exports 34
Imports 35

III. TECHNOLOGY 38
General 38
Basic Diesel Engine Operation 39
Emissions Control Technology 40
Fuel System Enhancements 40
Turbocharging & After-Treatment Device Enhancements 42
Diesel Fuel Enhancements 45
Performance Enhancement Technology 46
Alternative/Competitive Technologies 48
Natural Gas Engines 49
Dual-Fuel & Hybrid Engines 50
Turbines & Microturbines 51
Fuel Cells 52
(continued on next page)

IV. DIESEL ENGINE PRODUCTS & MATERIALS 54
General 54
Motor Vehicle Engines 58
Demand 61
Supply 63
Non-Motor Vehicle Engines 64
Demand 65
Supply 67
Aftermarket Parts 68
Diesel Engine Materials 73

V. DIESEL ENGINE MARKETS 77
General 77
Motor Vehicle Markets 80
Heavy-Duty Trucks 83
Industry Overview 84
Diesel Engines & Parts Demand 86
Medium-Duty Trucks 89
Industry Overview 90
Diesel Engines & Parts Demand 91
Light-Duty Trucks 93
Industry Overview 94
Diesel Engines & Parts Demand 95
Buses 98
Industry Overview 99
Diesel Engines & Parts Demand 100
Other Motor Vehicle Markets 102
Specialty Vehicles 104
Recreational Vehicles 106
Passenger Cars 107
Off-Highway Markets 109
Construction Equipment 112
Industry Overview 113
Diesel Engines & Parts Demand 114
Agricultural Equipment 117
Industry Overview 118
Diesel Engines & Parts Demand 119
(continued on next page)
Mining Machinery 121
Industry Overview 122
Diesel Engines & Parts Demand 123
Other Industrial Equipment 125
Industry Overview 126
Diesel Engines & Parts Demand 127
Electric Power Generation 129
Industry Overview 129
Diesel Engines & Parts Demand 131
Marine Equipment 134
Industry Overview 134
Diesel Engines & Parts Demand 136
Lawn & Garden Equipment 139
Industry Overview 139
Diesel Engines & Parts Demand 141
Other Off-Highway Markets 143

VI. INDUSTRY STRUCTURE 145
General 145
Industry Composition & Market Share 148
Research & Product Development 151
Manufacturing 153
Marketing & Distribution 155
Financial Issues & Requirements 157
Mergers, Acquisitions & Industry Restructuring 159
Cooperative Agreements 162
Company Profiles 170
Blue Diamond Truck, see Ford Motor and Navistar
International
Bosch (Robert) GmbH 171
Briggs & Stratton Corporation 173
Brunswick Corporation 174
Caterpillar Incorporated 176
Consolidated Diesel, see Cummins
Cummins Incorporated 180
Cummins MerCruiser Diesel Marine, see Cummins and
Brunswick
(continued on next page)
Daewoo Heavy Industries & Machinery, see Doosan Infracore
DaimlerChrysler AG 187
Deere & Company 192
Delphi Corporation 194
Detroit Diesel, see DaimlerChrysler AG
DEUTZ AG 197
Doosan Infracore Company Limited 199
EnPro Industries Incorporated 201
Fairbanks Morse Engine, see EnPro Industries
Ford Motor Company 203
Fuji Heavy Industries Limited 205
General Electric Company 206
General Motors Corporation 208
GE Transportation Rail, see General Electric
International Engine Group, see Navistar International
Isuzu Motors Limited 210
John Deere Power Systems, see Deere & Company
Kohler Company 212
Komatsu Limited 213
Kubota Corporation 215
Mack Trucks Incorporated, see Volvo AB
MTU Friedrichshafen GmbH, see DaimlerChrysler AG
Navistar International Corporation 216
Nissan Motor Company Limited 220
Peugeot SA 222
Siemens AG 224
Stanadyne Corporation 226
VM Motori SpA, see DaimlerChrysler AG
Volkswagen AG 228
Volvo AB 230
Westerbeke Corporation 234
Yamaha Motor Company Limited 235
Yanmar Company Limited 236
Other Companies Mentioned in Study 239

SECTION I -- EXECUTIVE SUMMARY
Summary Table 3

SECTION II -- MARKET ENVIRONMENT
1 Macroeconomic Indicators 9
2 Diesel Engine Market, 1994-2004 12
3 Motor Vehicle Indicators 16
4 Manufacturers’ Shipments by Industry 19
5 Private Fixed Investment by Type 21
6 Diesel Engine Product Pricing Trends 23
7 World Diesel Engine Product Market 32
8 US Diesel Engine Product Foreign Trade 34

SECTION III -- TECHNOLOGY
1 Selected Alternative Energy Sources Demand 49

SECTION IV -- DIESEL ENGINE PRODUCTS & MATERIALS
1 Diesel Engine Product Supply & Demand 57
2 Motor Vehicle Diesel Engine Supply & Demand 60
3 Non-Motor Vehicle Diesel Engine Supply & Demand 65
4 Diesel Engine Aftermarket Parts Supply & Demand 73
5 Diesel Engine Materials Consumption 76

SECTION V -- DIESEL ENGINE MARKETS
1 Diesel Engine Product Demand by Major Application & Type 79
2 Motor Vehicle Diesel Engine Product Demand 82
3 Heavy-Duty Truck Supply & Demand 86
4 Heavy-Duty Truck Diesel Engine Product Demand 89
5 Medium-Duty Truck Supply & Demand 91
6 Medium-Duty Trucks Diesel Engine Product Demand 93
7 Light-Duty Truck Supply & Demand 95
8 Light-Duty Truck Diesel Engine Product Demand 98
9 Bus Supply & Demand 100
(continued on next page)
10 Bus Diesel Engine Product Demand 102
11 Other Motor Vehicle Diesel Engine Product Demand 104
12 Off-Highway Diesel Engine Product Demand 111
13 Construction Expenditures 114
14 Construction Equipment Diesel Engine Product Demand 117
15 Agricultural Sector Indicators 119
16 Agricultural Equipment Diesel Engine Product Demand 121
17 Mining Industry Indicators 123
18 Mining Machinery Diesel Engine Product Demand 125
19 Selected Industrial Equipment Shipments 127
20 Other Industrial Equipment Diesel Engine Product Demand 128
21 Electricity Generation 131
22 Electric Power Generation Diesel Engine Product Demand 133
23 Marine Equipment Shipments 136
24 Marine Equipment Diesel Engine Product Demand 138
25 Lawn & Garden Equipment Shipments 140
26 Lawn & Garden Equipment Diesel Engine Product Demand 142
27 Other Off-Highway Diesel Engine Product Demand 144

SECTION VI -- INDUSTRY STRUCTURE
1 Revenue Data: Selected Diesel Engine
Product Companies, 2004 146
2 Research & Development Spending Patterns:
Selected Diesel Engine Product Companies, 2004 153
3 Capital Spending Patterns:
Selected Diesel Engine Product Companies 155
4 Composite Financial Ratios:
Selected Diesel Engine Product Companies, 2004 159
5 Selected Acquisitions & Divestitures 161
6 Selected Cooperative Agreements 163

SECTION II -- MARKET ENVIRONMENT
1 Diesel Engine Market Volatility, 1995-2004 13
2 Diesel Engine Product Pricing Trends 24
3 US Diesel Engine Product Exports by Country, 2004 35
4 US Diesel Engine Products Imports by Country, 2004 37

SECTION IV -- DIESEL ENGINE PRODUCTS & MATERIALS
1 Diesel Engine Product Demand by Type, 2004 58

SECTION V -- DIESEL ENGINE MARKETS
1 Diesel Engine Product Demand by Major Application, 2004 80
2 Motor Vehicle Diesel Engine Product Demand
by Application, 2004 83
3 Off-Highway Diesel Engine Product Demand
by Application, 2004 112

SECTION VI -- INDUSTRY STRUCTURE
1 US Diesel Engine Product Market Share
by Company, 2004 150