Skip to content

COMMENT: Has heavy-duty vertical integration ‘run its course’?

BY ALAN BUNTING. Truck OEM sourcing strategies and M&A activity create ongoing uncertainty for independent HD engine suppliers

In the matter of engine supply for North American heavy-duty truck and bus manufacturers, vertical integration ‘has largely run its course’, with Cummins – the last independent supplier in the segment – having ‘weathered the storm’. That, at least, is the view of Neil Frohnapple, an analyst from Ohio-based Longbow Research.

Frohnapple cites Cummins’ loss of business to in-house engine sourcing by Daimler (Freightliner and Western Star), Volvo (including Mack) and Paccar

It’s time to log in (or subscribe).

Not a member? Subscribe now and let us help you understand the future of mobility.

Pro
£495/year
or £49.50/month
1 user
News
yes
Magazine
yes
Articles
yes
Special Reports
yes
Research
no
OEM Tracker
no
OEM Model Plans
no
OEM Production Data
no
OEM Sales Data
no
Pro+
£1,950/year
or £195/month
1 user
News
yes
Magazine
yes
Articles
yes
Special Reports
yes
Research
yes
OEM Tracker
yes
OEM Model Plans
yes
OEM Production Data
yes
OEM Sales Data
yes
Pro+ Team
£3,950/year
or £395/month
Up to 5 users
News
yes
Magazine
yes
Articles
yes
Special Reports
yes
Research
yes
OEM Tracker
yes
OEM Model Plans
yes
OEM Production Data
yes
OEM Sales Data
yes
Pro+ Enterprise
Unlimited
News
yes
Magazine
yes
Articles
yes
Special Reports
yes
Research
yes
OEM Tracker
yes
OEM Model Plans
yes
OEM Production Data
yes
OEM Sales Data
yes

Welcome back , to continue browsing the site, please click here