And Then There Were Four
Now, it’s the big 4 with three of the four based in Europe. It’s Daimler, Volvo, VW, and PACCAR. By the time the USA reaches 2027 and the GreenHouse Gas Phase II regulations are fully in force, we will have a global, vertically-integrated truck.
PACCAR needs to find a transmission and axles yet to be able to compete, long-term with the others. Cummins and Eaton are left with challenging prospects for their operations. Both of their shares of the market have declined as the vehicle OEM’s have vertically integrated and introduced their own, proprietary parts.
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Source:: http://fleetowner.com/news/and-then-there-were-four
