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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
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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 playersplayers
Global leaders
Subcontract Product designers
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manufacturersdesigners
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Global Competiti enessCompetitiveness
Low-CarbonLow Carbon Competitiveness
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Manufacturing Climate Solutions12 Studies
LED Lightingg g
Solar power
Wind powerp
Hybrid Trucks
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12th in the Series: Public Transit Buses
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Five firms dominate the North American bus industryy
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…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
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5 Key Findings
1. Jobs
l2. Relevance
3. Demand3
4. Technology
S i5. Synergies
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1. Jobs are spread throughout eastern U.S.
25 000-33 000 jobs
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25,000-33,000 jobsmany overlap with the heavy truck industry
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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 y g gy y
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Thank you for your attention!
Marcy Lowe, CGGCDuke University
Center on Globalization, Governance & Competitiveness p
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