TABLE OF CONTENTS
SECTION PAGE
INTRODUCTION x
I. EXECUTIVE SUMMARY 1
II. MARKET ENVIRONMENT 4
General 4
World Economic Outlook 5
Recent Economic Performance 5
Macroeconomic Outlook 8
Global Fixed Investment Trends 10
World Demographic Outlook 12
World Energy & Power Generation Outlook 14
Energy Supply & Demand 14
Distributed Power/Micropower 16
World Motor Vehicle Production Trends 19
Competing & Related Technologies 22
Diesel Engine Pricing Trends 25
Environmental Regulations 27
Technological Trends 31
Emission Control 32
Combustion Chamber Modifications 34
Fuel Systems 35
Turbochargers & Aftercoolers 38
After-Treatment Emission Control Technologies 38
Fuel Technology 41
Alternative Fuels Engine Technologies 43
III. SUPPLY & DEMAND 47
General 47
World Diesel Engine & Parts Markets 48
Regional Markets 50
Applications Markets 51
Motor Vehicles 53
Off-Highway 54
Stationary 54
World Diesel Engine & Parts Production 55
International Trade Flows 58
IV. NORTH AMERICA 60
General 60
United States 63
Canada 68
Mexico 71
V. LATIN AMERICA 75
General 75
Argentina 78
Brazil 82
Other Latin America 85
VI. WESTERN EUROPE 89
General 89
Belgium 94
France 96
Germany 100
Italy 104
The Netherlands 107
Spain 110
Sweden 112
United Kingdom 115
Other Western Europe 119
VII. EASTERN EUROPE 122
General 122
Czech Republic 126
Poland 129
Russia 132
Other Eastern Europe 136
VIII. AFRICA/MIDEAST 139
General 139
South Africa 142
Turkey 145
Other Africa/Mideast 148
IX. ASIA/PACIFIC 152
General 152
Australia 156
China 159
India 164
Indonesia 166
Japan 169
South Korea 174
Taiwan 177
Thailand 180
Other Asia/Pacific 183
X. INDUSTRY STRUCTURE 187
General 187
Industry Composition & Market Share 188
Product Development & Manufacturing 190
Marketing & Distribution 192
Mergers, Acquisitions & Industry Restructuring 203
Company Profiles 205
Allison Transmission, see General Motors Corporation
American Isuzu Motors Incorporated,
see Isuzu Motors Limited
AVL LIST GmbH 207
Blue Diamond Truck Company LLC, see Ford Motor
Company and Navistar International Corporation
Bosch (Robert) GmbH 209
Briggs & Stratton Daihatsu, see Daihatsu Motor Company
Caterpillar Incorporated 212
Consolidated Diesel Company, see Cummins Engine
Company Incorporated and Fiat SpA
Cummins Engine Company Incorporated 219
Cummins Komatsu Engine Company, see Cummins
Engine Company Incorporated and Komatsu Limited
Daihatsu Motor Company Limited 226
DaimlerChrysler AG 228
Deere & Company 234
Delphi Automotive Systems Corporation 236
Detroit Diesel Corporation, see DaimlerChrysler AG
Deutz AG 238
Diesel Recon Company, see Cummins Engine Company
DMAX Limited, see General Motors Corporation
and Isuzu Motors Limited
Dong Feng Citroen Automobile Company, see Peugeot SA
Fiat SpA 241
Ford Motor Company 245
Francaise de Mechanique, see Peugeot SA and Renault SA
General Motors Corporation 248
Guangzhou MaK Diesel Engine Company Limited, see
Caterpillar Incorporated
Hindustan Power Plus, see Caterpillar Incorporated
Hino Motors Limited 253
Holden, see General Motors Corporation
Holset Engineering Company Limited,
see Cummins Engine Company Incorporated
Hua Dong Teskid Automotive Foundry, see Fiat SpA
Industrial Power Alliance Limited, see Cummins Engine
Company Incorporated and Komatsu Limited
International Engine Corporation,
see Navistar International Corporation
Isuzu Motors Limited 255
Iveco SpA, see Fiat SpA
Kanzaki Kokyukoki Manufacturing Company Limited,
see Yanmar Diesel Engines Company Limited
Komatsu Limited 258
Kubota Corporation 260
L Orange, see DaimlerChrysler AG
Land Rover, see Ford Motor Company
Lucas Diesel Systems, see Delphi Automotive Systems
Mack Trucks Incorporated, see Volvo AB
Magneti Marelli SpA, see Fiat SpA
Magnum Power Products, see Navistar International
MaK Motoren GmbH & Company KG,
see Caterpillar Incorporated
Matsue Diesel Engine Company Limited, see Yanmar
Diesel Engines Company Limited
Maxion International Motores SA,
see Navistar International Corporation
Mazda Motor Corporation, see Ford Motor Company
Mitsubishi Heavy Industries Limited 262
Mitsubishi Motors Corporation 264
MTU Motoren-und Turbine Union Friedrichshafen GmbH,
see DaimlerChrysler AG
Navistar International Corporation 266
Nissan Motor Company Limited 270
Onan Corporation, see Cummins Engine Company
Opel Powertrain GmbH, see General Motors Corporation
Perkins Engine Company Limited,
see Caterpillar Incorporated
Peugeot SA 273
ReGen Technologies, see Deere & Company
Renault SA 276
Renault VI/Mack, see Volvo AB
Rexroth Automotive, see Siemens AG
Sabre Engines Limited, see Caterpillar Incorporated
Shanghai GM, see General Motors Corporation
Shanxi International Casting Company Limited,
see Caterpillar Incorporated
Siemens AG 279
Siemens Diesel Systems Technology LLC, see Navistar
International Corporation and Siemens AG
Ssangyong Heavy Industries, see STX Corporation
STX Corporation 281
Teskid SpA, see Fiat SpA
Tianjin Toyota Motor Engine Company Limited,
see Toyota Motor Corporation
Toyota Motor Corporation 283
Volkswagen AG 287
Volvo AB 289
Volvo Car Corporation LLC, see Ford Motor Company
Wilson (FG), see Caterpillar Incorporated
Wuxi Europe Asia Diesel Fuel Injection
Company Limited, see Bosch (Robert) GmbH
Yanmar Diesel Engines Company Limited 296
Zexel Corporation, see Bosch (Robert) GmbH
LIST OF TABLES
TABLE NUMBER PAGE
SECTION I
Summary Table 3
SECTION II
1 Gross Domestic Product by Region 9
2 Gross Fixed Investment by Region 12
3 Population by Region 14
4 Electricity Generation by Region & Source 16
5 World Micropower Demand by Region/Country 19
6 Motor Vehicle Production by Region 22
SECTION III
1 World Diesel Engine & Parts Demand by Region 51
2 World Diesel Engine & Parts Demand by Application 52
3 World Diesel Engine & Parts Shipments by Region 57
4 Diesel Engine & Parts Net Exports by Region 59
SECTION IV
1 North America - Diesel Engine & Parts Supply & Demand 63
2 United States - Diesel Engine & Parts Supply & Demand 68
3 Canada - Diesel Engine & Parts Supply & Demand 71
4 Mexico - Diesel Engine & Parts Supply & Demand 74
SECTION V
1 Latin America - Diesel Engine & Parts Supply & Demand 78
2 Argentina - Diesel Engine & Parts Supply & Demand81
3 Brazil - Diesel Engine & Parts Supply & Demand 85
4 Other Latin America - Diesel Engine & Parts Supply & Demand 88
SECTION VI
1 Penetration of Diesel Passenger Car Sales in Selected
West European Markets 91
2 Western Europe - Diesel Engine & Parts Supply & Demand 93
3 Belgium - Diesel Engine & Parts Supply & Demand 96
4 France - Diesel Engine & Parts Supply & Demand 100
5 Germany - Diesel Engine & Parts Supply & Demand 104
6 Italy - Diesel Engine & Parts Supply & Demand 107
7 The Netherlands - Diesel Engine & Parts Supply & Demand 109
8 Spain - Diesel Engine & Parts Supply & Demand 112
9 Sweden - Diesel Engine & Parts Supply & Demand 115
10 United Kingdom - Diesel Engine & Parts Supply & Demand 118
11 Other Western Europe - Diesel Engine & Parts
Supply & Demand 121
SECTION VII
1 Eastern Europe - Diesel Engine & Parts Supply & Demand 126
2 Czech Republic - Diesel Engine & Parts Supply & Demand 129
3 Poland - Diesel Engine & Parts Supply & Demand 132
4 Russia - Diesel Engine & Parts Supply & Demand 135
5 Other Eastern Europe - Diesel Engine & Parts
Supply & Demand 138
SECTION VIII
1 Africa/Mideast - Diesel Engine & Parts Supply & Demand 142
2 South Africa - Diesel Engine & Parts Supply & Demand 145
3 Turkey - Diesel Engine & Parts Supply & Demand 148
4 Other Africa/Mideast - Diesel Engine & Parts
Supply & Demand 151
SECTION IX
1 Asia/Pacific - Diesel Engine & Parts Supply & Demand 156
2 Australia - Diesel Engine & Parts Supply & Demand 159
3 China - Diesel Engine & Parts Supply & Demand 163
4 India - Diesel Engine & Parts Supply & Demand 166
5 Indonesia - Diesel Engine & Parts Supply & Demand 169
6 Japan - Diesel Engine & Parts Supply & Demand 173
7 South Korea - Diesel Engine & Parts Supply & Demand 177
8 Taiwan - Diesel Engine & Parts Supply & Demand 180
9 Thailand - Diesel Engine & Parts Supply & Demand 183
10 Other Asia/Pacific - Diesel Engine & Parts Supply & Deman 186
SECTION X
1 Selected Cooperative Agreements 195
2 Selected Acquisitions & Divestitures 204
LIST OF CHARTS
CHART NUMBER PAGE
SECTION II
1 New World Distributed Power Generation Capacity 18
SECTION III
1 World Diesel Engine & Parts Demand Per Capita/
Fixed Investment Per Capita Relationship, 2000 49
2 World Diesel Engine & Parts Demand by Application, 2000 53
3 World Diesel Engine & Parts Shipments by Region, 2000 58
SECTION X
1 World Diesel Engine & Parts Market Share, 2000 190