u.s. transit bus industry: a value chain analysis
TRANSCRIPT
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U.S. Transit Bus Industry:A Value Chain Analysis
Marcy LoweSenior Research Analyst
Duke University
Center on Globalization, Governance & Competitiveness
January 14, 2010Washington, DC
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What does it take to compete?
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What is a Value Chain?
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Geography of a Value Chain
Emerging players
Global leaders
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Subcontract manufacturers
leaders
Product designers
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Global Competitiveness
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Low-Carbon Competitiveness
LED Lighting
Solar power
Manufacturing Climate Solutions12 Studies
Solar power
Wind power
Hybrid Trucks
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12th in the Series: Public Transit Buses
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Five firms dominate the North American bus industry
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EngineRaw
Semi-finished/ finished Chassis
Axles
Main Inputs
Leading Bus OEMs
Major Component Producers
SystemBuilders
…but the value chain goes way beyond those five firms
Leading OEMs
Others
Chassis
Electric/Electronics
Tires
SuspensionTransmission
Brake system
Fuel system
Windows
Door system
Seating, flooring
After-market remanufacturing
Lighting Body and InteriorSee OEMs
Cleaning system
US Bus Transit Fleets(1,000 or more Buses)
Operation & Construction
5 Key Findings
1. Jobs
2. Relevance
3. Demand
4. Technology4 gy
5. Synergies
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1. Jobs are spread throughout eastern U.S.
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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
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3. To add jobs, main factor needed is predictable investment
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4. U.S. leadership in “green” buses can lead the way for innovation in other motor vehicles
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5. Advances in bus technology offer key synergies in the clean energy economy
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Thank you for your attention!
Marcy Lowe, CGGCDuke University
Center on Globalization, Governance & Competitiveness
© 2010 Center on Globalization, Governance & Competitiveness