u.s. transit bus industry: a value chain analysis...…but the value chain goes way beyond those...

U.S. Transit Bus Industry:A Value Chain Analysis

Marcy LoweySenior Research Analyst

Duke University

C Gl b li i G & C i iCenter on Globalization, Governance & Competitiveness

January 14, 2010Washington, DC

© 2010 Center on Globalization, Governance & Competitiveness

What does it take to compete?


What is a Value Chain?


Geography of a Value Chain

Emerging playersplayers

Global leaders

Subcontract Product designers


manufacturersdesigners

Global Competiti enessCompetitiveness

Low-CarbonLow Carbon Competitiveness


Manufacturing Climate Solutions12 Studies

LED Lightingg g

Solar power

Wind powerp

Hybrid Trucks


12th in the Series: Public Transit Buses


Five firms dominate the North American bus industryy


…but the value chain goes way beyond those five firms

EngineRaw

Axles

Main Inputs

Leading Bus OEMs

Major Component Producers

SystemBuilders

Leading OEMs

Others

Semi-finished/ finished Chassis

TiresBrake system

Fuel system

Electric/Electronics

SuspensionTransmission

Windows ElectronicsWindows

Door system

Seating, flooring

US Bus Transit Fleets(1,000 or more Buses)

After-market remanufacturing

Lighting Body and InteriorSee OEMs

Cleaning systemOperation & Construction

5 Key Findings

1. Jobs

l2. Relevance

3. Demand3

4. Technology

S i5. Synergies


1. Jobs are spread throughout eastern U.S.

25 000-33 000 jobs


25,000-33,000 jobsmany overlap with the heavy truck industry

2. Bus manufacture contribute relevant skills and competencies to U.S. motor vehicle industry


3. To add jobs, main factor needed is predictable investment


4. U.S. leadership in “green” buses can lead the way for innovation in other motor vehicles


5. Advances in bus technology offer key synergies in the clean energy economy y g gy y


Thank you for your attention!

Marcy Lowe, CGGCDuke University

Center on Globalization, Governance & Competitiveness p

[email protected]


u.s. transit bus industry: a value chain analysis...…but the value chain goes way beyond those...

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