The US aftermarket for medium- and heavy-duty (MD/HD) truck parts will grow 3.8 percent annually through 2013. Exterior and structural components such as tires will remain the largest segment, while electrical and electronic components see the fastest gains. Outsourced service providers will continue to dominate, led by tire dealers.

This study analyzes the $14.2 billion US MD/HD aftermarket. It presents historical demand data for the years 1998, 2003 and 2008, and forecasts for 2013 and 2018 by product type (exterior and structural, mechanical, electrical and electronic) and service performer (outsourced, in-house).

The study also considers market environment factors, details industry structure, evaluates company market share and profiles 46 industry players, including Bridgestone, Goodyear Tire & Rubber and Michelin.

TABLE OF CONTENTS


SECTION                                                                      PAGE

               INTRODUCTION                                                    ix

          I.   EXECUTIVE SUMMARY                                                1

         II.   MARKET ENVIRONMENT                                               4
               General                                                          4
               Macroeconomic Environment                                        6
               Medium- & Heavy-Duty Trucks                                     10
                   Supply & Demand Dynamics                                    12
                   Truck Park & Mileage                                        15
               Medium- & Heavy-Duty Truck Industry Trends                      19
                   The Trend toward Integration                                20
                   Light Vehicle & Medium- & Heavy-Duty Truck 
                     Aftermarket Differences                                   24
                   Component Rebuilders                                        27
                   Vehicle Quality Improvements                                28
               Technology & Materials Trends                                   29
                   Spark Ignition Engine Technology                            31
                     Indirect Fuel Injection Systems                           32
                     Direct Fuel Injection Systems                             34
                     Variable Valve Timing Systems                             36
                     Cylinder Deactivation Systems                             37
                   Compression Ignition (Diesel) Engine Technology             37
                     Basic Diesel Engine Operation                             38
                     Diesel Engine Emissions Control Technology                39
                        Fuel System Enhancements                               40
                        Turbocharging & After-Treatment Device 
                          Enhancements                                         42
                        Diesel Fuel Enhancements                               45
                   Performance Enhancement Technology                          47
                   Electronic Engine Controls                                  48
                   Hybrid & Electric Powertrains                               49
               Legislative & Regulatory Environment                            52
                   Environmental                                               53
                   Safety                                                      57

        III.   INDUSTRY TRENDS                                                 58
               General                                                         58
               Medium- & Heavy-Duty Truck Aftermarket Overview                 59
               Pricing Trends                                                  63
               Foreign Trade & International Issues                            66
                   Global Aftermarket Parts Supply & Demand Trends             67
                   Trends in Foreign Trade                                     69

         IV.   EXTERIOR & STRUCTURAL PRODUCT 
                   AFTERMARKET                                                 71
               General                                                         71
               Tires                                                           73
               Fifth Wheels, Kingpins & Parts                                  77
               Windows, Mirrors & Replacement Glass                            79
               Windshield Wiper Systems                                        82
               Other                                                           83

          V.   MECHANICAL PRODUCT AFTERMARKET                                  86
               General                                                         86
               Engines & Engine Parts                                          89
                   Engines, Cylinder Heads & Liners                            93
                   Turbochargers & Related Parts                               95
                   Pistons & Rings                                             96
                   Bearings, Camshafts & Crankshafts                           97
                   Valves, Seats & Related Parts                               98
                   Other                                                       99
               Transmissions & Clutch Assemblies                              100
               Steering & Suspension Components                               104
                   Suspension Systems                                         105
                   Steering Systems                                           108
               Brake Parts & Assemblies                                       109
               Drivetrain Components                                          113
               Filters                                                        115
                   Oil                                                        117
                   Air                                                        119
                   Fuel                                                       121
                   Other                                                      123
               Fuel System Components                                         124
               Exhaust & Emissions System Components                          127
               Cooling System Components                                      130

         VI.   ELECTRICAL & ELECTRONIC PRODUCT 
                   AFTERMARKET                                                135
               General                                                        135
               Electronic Product Aftermarket                                 137
                   Telematics, Navigation & Vehicle Tracking Systems          140
                   Electronic Controls, Modules & Sensors                     142
                   Other Electronic Products                                  145
               Electrical Product Aftermarket                                 146
                   Charging & Starting Equipment                              148
                   Batteries                                                  150
                   Auxiliary Power Units                                      153
                   Lighting Equipment                                         156
                   Other Electrical Products                                  158

        VII.   AFTERMARKET BY PERFORMER                                       161
               General                                                        161
               Outsourced Service Providers                                   166
                   Tire Dealers                                               168
                   Independent Garages                                        169
                   Truck Dealerships                                          170
                   Other                                                      172
               In-House Service Providers                                     173
                   Fleets                                                     175
                   Owner Operators                                            176

       VIII.   INDUSTRY STRUCTURE                                             178
               General                                                        178
               Industry Composition                                           180
               Market Share                                                   183
                   Tires                                                      187
                   Non-Tires                                                  189
               Mergers, Acquisitions & Industry Restructuring                 190
               Product Development & Manufacturing                            195
               Marketing                                                      197
               Distribution                                                   198
               Financial Issues & Requirements                                200
               Strategic Partnerships                                         201
               Company Profiles                                               206
                   Affinia Group Incorporated                                 207
                   ArvinMeritor Incorporated                                  209
                   Bandag Incorporated, see Bridgestone Corporation
                   Bendix Commercial Vehicle Systems, see Knorr-Bremse 
                   Bendix Spicer Foundation Brake, see Dana Holding
                     & Knorr-Bremse AG                                           
                   BLD Products Limited, see Qualitor Incorporated               
                   Blue Diamond Truck, see Navistar International
                   BorgWarner Incorporated                                    213
                   Bosch (Robert) GmbH                                        215
                   Bridgestone Corporation                                    217
                   Caterpillar Incorporated                                   219
                   Continental AG                                             221
                   Cooper-Standard Holdings Incorporated                      226
                   Cooper Tire & Rubber Company                               227
                   Cummins Incorporated                                       229
                   Daimler AG                                                 232
                   Dana Holding Corporation                                   235
                   Dayco Products, see Mark IV Industries Incorporated
                   Delphi Corporation                                         238
                   DENSO Corporation                                          240
                   Detroit Diesel Corporation, see Daimler AG                    
                   Eaton Corporation                                          241
                   Exide Technologies                                         244
                   Federal-Mogul Corporation                                  245
                   Gates Corporation, see Tomkins plc                            
                   Goodyear Tire & Rubber Company                             248
                   GTY Tire Company, see Continental, Toyo Tire & 
                     Rubber & Yokohama Rubber
                   Guardian Industries Corporation                            250
                   Haldex AB                                                  252
                   HASSE & WREDE North America, see Knorr-Bremse
                   Hendrickson International Corporation                      254
                   Honeywell International Incorporated                       256
                   International Brake Industries, see Qualitor Incorporated
                   Johnson Controls Incorporated                              258
                   Knorr-Bremse AG                                            259
                   Mack Trucks Incorporated, see Volvo AB                        
                   MAHLE International GmbH                                   261
                   Mark IV Industries Incorporated                            264
                   Meritor WABCO Vehicle Control Systems, see 
                     ArvinMeritor Incorporated                                   
                   Michelin Group                                             265
                   Navistar International Corporation                         267
                   Nippon Sheet Glass Company Limited                         270
                   Osram GmbH, see Siemens AG                                    
                   PACCAR Incorporated                                        271
                   Pilkington plc, see Nippon Sheet Glass Company Limited        
                   Pioneer Corporation                                        273
                   PPG Industries Incorporated                                274
                   Proliance International Incorporated                       275
                   Qualitor Incorporated                                      276
                   Schrader-Bridgeport, see Tomkins plc                          
                   Siemens AG                                                 278
                   Sloan Transportation Products, see Qualitor Incorporated      
                   Sony Corporation                                           280
                   Stanadyne Corporation                                      281
                   Sypris Solutions Incorporated                              282
                   Tenneco Incorporated                                       283
                   ThyssenKrupp AG                                            285
                   Tomkins plc                                                286
                   Toyo Tire & Rubber Company Limited                         288
                   Valeo SA                                                   289
                   Valeo Sylvania LLC, see Siemens AG and Valeo SA               
                   Veyance Technologies Incorporated                          292
                   Victor Reinz, see Dana Holding Corporation                    
                   Volvo AB                                                   293
                   Yokohama Rubber Company Limited                            296
               Other Medium- & Heavy-Duty Truck Aftermarket Companies         297

                                 LIST OF TABLES
                                        
TABLE NUMBER                                                                 PAGE

               SECTION I -- EXECUTIVE SUMMARY
               Summary Table                                                    3

               SECTION II -- MARKET ENVIRONMENT
           1   Macroeconomic Indicators                                        10
           2   Motor Vehicle Weight Classes                                    12
           3   Medium- & Heavy-Duty Truck Supply & Demand                      15
           4   Medium- & Heavy-Duty Truck Park & Mileage                       18

               SECTION III -- INDUSTRY TRENDS
           1   Medium- & Heavy-Duty Truck Aftermarket by Product 
                   & Vehicle Class                                             62
           2   World Medium- & Heavy-Duty Truck Aftermarket by Region          69

               SECTION IV -- EXTERIOR & STRUCTURAL 
                   PRODUCT AFTERMARKET
           1   Exterior & Structural Product Aftermarket                       72
           2   Tire Aftermarket                                                77
           3   Fifth Wheel, Kingpin & Part Aftermarket                         79
           4   Window, Mirror & Replacement Glass Aftermarket                  82
           5   Windshield Wiper System Aftermarket                             83
           6   Other Exterior & Structural Product Aftermarket                 85

               SECTION V -- MECHANICAL PRODUCT 
                   AFTERMARKET
           1   Mechanical Product Aftermarket                                  88
           2   Engine & Engine Part Aftermarket                                93
           3   Transmission & Clutch Assembly Aftermarket                     104
           4   Steering & Suspension Aftermarket                              105
           5   Brake Part & Assembly Aftermarket                              113
           6   Drivetrain Component Aftermarket                               115
           7   Filter Aftermarket                                             117
           8   Fuel System Component Aftermarket                              127
           9   Exhaust & Emissions System Component Aftermarket               130
          10   Cooling System Component Aftermarket                           134

               SECTION VI -- ELECTRICAL & ELECTRONIC 
                   PRODUCT AFTERMARKET
           1   Electrical & Electronic Product Aftermarket                    136
           2   Electronic Product Aftermarket                                 140
           3   Telematics, Navigation & Vehicle Tracking System 
                   Aftermarket                                                142
           4   Electronic Control, Module & Sensor Aftermarket                144
           5   Other Electronic Product Aftermarket                           146
           6   Electrical Product Aftermarket                                 148
           7   Charging & Starting Equipment Aftermarket                      150
           8   Battery Aftermarket                                            153
           9   Auxiliary Power Unit Aftermarket                               156
          10   Lighting Equipment Aftermarket                                 158
          11   Other Electrical Product Aftermarket                           160

               SECTION VII -- AFTERMARKET BY PERFORMER
           1   Medium- & Heavy-Duty Truck Aftermarket by Performer            165
           2   Outsourced Aftermarket by Performer                            167
           3   In-House Aftermarket by Performer                              175

               SECTION VIII -- INDUSTRY STRUCTURE
           1   Sales of Selected Medium- & Heavy-Duty Truck 
                   Aftermarket Suppliers, 2008                                182
           2   Selected Acquisitions & Divestitures                           193
           3   Selected Cooperative Agreements                                203

                                  LIST OF CHARTS
                                        
CHART NUMBER                                                                 PAGE

               SECTION II -- MARKET ENVIRONMENT
           1   Vehicle Mileage, 1998-2018                                      19
           2   Medium- & Heavy-Duty Truck Aftermarket Channels                 26

               SECTION III -- INDUSTRY TRENDS
           1   Medium- & Heavy-Duty Truck Aftermarket by Product 
                   & Vehicle Class                                             63

               SECTION IV -- EXTERIOR & STRUCTURAL
                   PRODUCT AFTERMARKET
           1   Exterior & Structural Product Aftermarket by Type, 2008         73

               SECTION V -- MECHANICAL PRODUCT 
                   AFTERMARKET
           1   Mechanical Product Aftermarket by Type, 2008                    89

               SECTION VI -- ELECTRICAL & ELECTRONIC 
                   PRODUCT AFTERMARKET
           1   Electrical & Electronic Product Aftermarket by Type, 2008      137

               SECTION VII -- AFTERMARKET BY PERFORMER
           1   Medium- & Heavy-Duty Truck Aftermarket by 
                   Performer, 2008                                            165

               SECTION VIII -- INDUSTRY STRUCTURE
           1   Medium- & Heavy-Duty Truck Aftermarket Share 
                   by Company, 2008                                           184
           2   Medium- & Heavy-Duty Truck Tire Aftermarket Share 
                   by Company, 2008                                           188
           3   Medium- & Heavy-Duty Truck Non-Tire Aftermarket Share
                   by Company, 2008                                           190