1、An IDC InfoBrief,sponsored byIDC#EUR149767522 Authors:Massimiliano Claps Gunjan BassiLorenzo VeronesiOctober 2022THE NEXT GENERATION OF TRUCKSHow OEMs can empower transportation and logistics companies to embrace connected,autonomous,electric trucksThe Next Generation of Trucks 2022 IDCAn IDC InfoBr

2、ief,sponsored byIDC#EUR149767522 2Executive SummaryThe Next Generation of TrucksIDC conducted thought leadership research on the future of trucking.Through 151 interviews with senior leaders among European transportation and technology providers and in-depth interviews trucking OEMs business executi

3、ves,IDC found out that the convergence of business disruption,technology innovation and ESG/regulatory pressures are driving transportation and logistics companies to embrace the next generation of trucks.Truck operators expect OEMs to deliver connected,autonomous and electric trucks,not for the sak

4、e of the technology itself,but to:Enhance the operational efficiency and resilience of transportation and logistics,through intelligent solutions that empower them to optimize load factors,routing and reduce the downtime of trucks through predictive maintenance,to cope with the rising fuel prices.In

5、crease the business agility to personalize pick ups and drop offs and speed up deliveries to compete with digital native companies that have introduced disruptive business models.Comply with regulatory mandates to reduce CO2 emission and improve road safety.OEMs need to delivery the next generation

6、of trucks,while dealing with supply chain disruption,particularly electronic components,skills shortages,increasing costs of product assembly due to high energy costs that require them to re-think ecosystem collaboration,operations and go-to-market.OEMs that want to successfully design and deliver t

7、he next generation of trucks must master the convergence of the three big shifts in truck platforms autonomous,connected,electric:Designing and manufacturing the next generation of trucks will not be enough to capture market share in the fast-growing market for next-generation connected,autonomous,a

8、nd electric trucks;OEMs must transition from a product mentality to a customer-centric solution mindset,where Value Streams must connect product design with component procurement,operations,and after-market services and dealership network management to empower transport and logistics companies incre

9、ase the yield of their investment throughout the truck life-cycle.Connected Connected trucks must yield business value through fuel expense management,route optimization and predictive maintenance.Autonomous OEMs must work with suppliers,customers,and regulators to scale from test vehicles to widesp

10、read adoption of levels of autonomy all the way up to level 5,by addressing both technological,such as infrastructure instrumentation,and societal concerns,such as emotional acceptance based on new models of responsibility and insurance liability.Electric Government incentives to phase out internal

11、combustion engine vehicles have made battery technology central to product design and development,parts procurement,manufacturing,and after market service.OEMs must also work with policymakers to advocate funding charging infrastructure and financial incentives for fleet replacement to turn latent d

12、emand into active purchases.2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 2The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 3Rising fuel pricesCompetitive pressures brought about by digital native companies(e.g.,Amazon,Deliveroo,Uber)Declining or lost marke

13、t share in select geographiesChanges in demand patterns(e.g.,more-frequent and smaller deliveries due to the acceleration of ecommerce)Regulation/Legislation changesEnvironment sustainabilityAdaptability to alternate energy/fuel to meet carbon footprint reduction targetsShortage of driversDelay in t

14、he supply of trucksInternational economic and political volatility(e.g.,post-COVID-19 recovery,the Russia-Ukraine War)Vision Zero targetsThe perfect storm for re-imagining transportation and logisticsSource:IDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151Top strategic concerns th

15、at European transportation and logistics companies will need to address in the next 23 years61%31%25%23%20%19%16%16%15%13%9%Short term emergency:Fuel prices are putting financial resilience is at risk“The average price for a load in Europe has already reached record-breaking levels,but the continuou

16、sly rising inflation and any kind of disruption to global supply chains could send out a ripple effect to our local economies,potentially increasing the costs of transportation between up to 20 and 35 per cent.”CEO of Girteka GroupOther concerns,such as labor shortages and political volatility do no

17、t rank at the top;however,they are compounding the impact of other factors of change.For instance,international economic and political volatility is at the origin of rising fuel prices,while labor shortages are being further disrupted by new“gig economy”contractual models offered by digital native c

18、ompanies.“We differ from incumbent competitors both in having a newer technological platform,and in the operational characteristics of our businessWe are not capital-heavy.We dont own our delivery vehicles.We partner with local forwarders who provide drivers and vehicles.We dont own our premises.”CE

19、O of Budbee“The growth of e-commerce has significantly changed consumption patterns,but the external costs of millions of deliveries must be factored in.Hence,sustainable urban mobility planning should also include the freight dimension”EU Sustainable and Smart Mobility StrategyMedium term preoccupa

20、tion:Competitive disruption is making business model agility is paramountLong term challenges:Citizens and policymakers are demanding that competitive differentiation converges with societal purposeThe Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 4To implement resi

21、lient,agile and competitive strategies,most European transportation and logistics will invest in the next generation of trucksIDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151Impact of strategic concerns on European transportation and logistics companies fleetsEuropean transportat

22、ion and logistics companies plan to invest in their fleet and from small to large size companies,they will embrace the next generation of CONNECTED,AUTONOMOUS,ELECTRIC trucks50%We will buy or operate more trucks21%We will buy or operate fewer trucks66%49%45%29%We will buy or operate as many trucks a

23、s beforeEuropean transportation and logistics companies that will buy or operate more connected,autonomous,and electric trucksTruck OEMs are re-imagining their product roadmaps,how they work with tier 1 and tier 2 suppliers,and how they go-to-market in partnership with dealers to capture growth by c

24、onverging connected,autonomous and electric features:80%of our market is still made of traditional internal combustion engine(diesel and gas),but it is flat,while we expect double-digit growth from energy saving products.We are best in class in terms of energy efficient powertrains,but we need custo

25、mers to pick up connected features to maximize the yield of electric battery and fuel cell trucks through predictive maintenance and better driver behavior.quote from truck OEM in-depth interview1,000+employees250 to 999 employees5 to 249 employeesThe Next Generation of Trucks 2022 IDCAn IDC InfoBri

26、ef,sponsored byIDC#EUR149767522 5Transportation companies expect a new kind of partnership with OEMs to embrace the next generation of trucks.One based on value for money and trusted relationships for the whole life cycle of the truckIDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=1

27、51Most important criteria when acquiring new trucks for companies that OWN their fleetTotal cost of ownership48%38%38%23%20%20%20%10%13%Truck performance and featuresRelationship with dealer/sales executiveTruck/manufacturer brandManufacturers service networkEnvironmental sustainabilityAffordable fi

28、nancing and leasingServices provided by the manufacturer,such as predictive maintenanceDelivery lead timeMost important criteria when acquiring new trucks for companies that LEASE their fleetMost important criteria when acquiring new trucks for companies that OUTSOURCE their fleet60%of European tran

29、sportation and logistics companies have experienced 2 months or longer delays in the delivery of trucks,in the past yearOEMs that focus on new product features only will not win market share.Transportation companies expect OEMs to be partners that can deliver value for money throughout the life-cycl

30、e of the truck,from on-time delivery,to maintenance services that extend the life-cycle and make it worthwhile to operate the next generation of trucks that will be more expensive.“Fleet managers expect that there is a person that will pick up the phone on Sunday morning if theres a problem;particul

31、arly,the bigger transportation companies expect that we send the cavalry to do the repair quickly”quote from truck OEM in-depth interview39%39%25%25%31%14%28%19%6%45%30%21%27%22%28%21%18%12%The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 6Investments in CONNECTED

32、truck solutions are happening NOW to increase operational efficiency of routing,driving and maintenance.IDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151European transportation and logistics companies investments in CONNECTED trucks solutions(%of companies using or planning to use

33、)Driver behaviour/performance scorecardDriver behaviour-based insuranceFuel expense managementPredictive maintenanceRouting and dispatch optimizationOver the air updates(OTA)PlatooningAdvanced driver assistance systems(ADAS)Real-time customizable dashboards93%91%90%90%87%85%70%70%70%Transportation c

34、ompanies have used technology to manage fuel expenses,maintenance and dispatching for many years and nowadays OEMs have made connected truck solutions widely available to scale the benefits of those solutions.Technology and data are only one side of the coin.Organizational aspects are also critical

35、in making this transformation successful.Digital capabilities embedded into products(e.g.,connected trucks)and services(e.g.,condition-based and predictive maintenance)mean that increasingly complex knowledge is required.This level of complexity cannot be addressed only by hiring or retaining a wide

36、r array of skills,but also necessitates changing organizational processes where digital,operations,and customer services converge requires investing in cultural change and training.The convergence of connectivity with autonomous and electric will make a difference.However,transportation companies ha

37、ve not fully realized the value of connected solutions.“For 20 years,we have had trucks connected and everything we sell today is connected.”“The next step will be to connect the machine with the external environment for example to link electric vehicles with charging stations to check availability

38、and do bookings,or to manage battery re-charge to make sure that when the driver arrives in the morning the truck is ready to go”“The first stage the connectivity was more focused on the on the machine itself.Now the key factor is how these solutions enable to change the management of the truck”quot

39、e from truck OEM in-depth interviewquote from truck OEM in-depth interviewquote from truck OEM in-depth interviewAn IDC InfoBrief,sponsored byIDC#EUR149767522 6The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 7Transportation companies embracing connected solutions

40、aim to reduce cost of accidents and lowering fuel expenses;reducing the cost of maintenance is key for larger companies.IDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151Expected benefits of CONNECTED truck solutionsConcerns of CONNECTED truck solutionsReduce the risk of accidentsR

41、educe fuel expenditureImprove driver safetyLower maintenance costsEnhance driving experienceTake advantage of government subsidiesImprove environmental sustainabilityImprove operational performance and efficiencyGain a competitive edge/differentiationBecome more agile to respond to new demand42%12%9

42、%18%16%16%21%17%18%24%23%18%18%23%23%24%31%25%26%20%28%30%23%33%36%43%39%11%40%40%57%29%25%31%35%39%11%20%24%15%26%24%22%19%20%18%12%17%10%4%6%10%22%14%20%19%39%1,000+employees250 to 999 employees5 to 249 employeesInteroperability and the risk of lock-in across different brands/modelsFewer manufactu

43、rers/brands in the marketRisk of higher downtime for repairUncertain resale valueHigh priceUncertainty around regulationsLack of technical expertiseData securitySafety concernsSafety,security and skills concerns must be addressed to scale deployments;OEMs must also think how to make connected truck

44、solutions affordable,particularly for smaller transportation companies1,000+employees250 to 999 employees5 to 249 employeesThe Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 8European transportation companies expect OEMs to deliver value added services that leverage

45、digital to help optimize fleet operational efficiencyIDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151CONNECTED,AUTONOMOUS,ELECTRIC that European transportation and logistics companies expect truck OEMs to provide74%69%64%60%60%51%46%42%36%33%32%OEMs are responding by prioritizing

46、 use cases where connected solutions can deliver value in terms of operational efficiency:“Digitalization is the biggest opportunity since globalization to take logistics to the next level.Being the industrys innovation leader,we have already established numerous highly efficient digital systems in

47、the market over the last few years.Despite this,we believe the digital transformation of our entire industry is still in its infancy.Looking forward,we see enormous potential.Under“Strategy 2025”,we will focus on our profitable core with digitalization being the key lever to become more effective,mo

48、re efficient,and to create growth opportunities.In short:We must not reinvent ourselves.We will digitalize ourselves.”“There are a couple of use cases that we are working on with a push-pull approach with our more forward-thinking customers:Route optimization transportation companies need to know lo

49、ad levels/fill rates,whats coming into each warehouse at any given time to optimize the flow of goods and reduce whats in stock,so that costs can be reduced.Predictive maintenance we already have 400 sensors on the truck that can provide insights for condition-based and predictive maintenance.This a

50、llows the transportation companies maintenance workshops(as well as our dealers workshops)to order spare parts in advance,schedule work,call-in vehicles for inspections,before major disruptions happen,so that downtime is reduced”CEO Deutsche Post DHL Group 2019 interviewquote from truck OEM in-depth

51、 interviewAn IDC InfoBrief,sponsored byIDC#EUR149767522 8Fuel expense managementRouting and dispatch optimizationDriver behaviour/performance scorecardOver the air updates(OTA)Predictive maintenanceDriver behaviour-based insuranceElectric battery charging managementAdvanced driver assistance systems

52、(ADAS)Real-time customizable dashboardsPlatooningFleet managementThe Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 9Investments in AUTONOMOUS trucks will happen in the FUTURE,but largercompanies that can afford to test them nowIDC EMEA,Logistics&Transportation Surve

53、y,Capgemini,August 2022 N=151Year when European transportation and logistics companies expect to deploy level-4 AUTONOMOUS trucksYear when European transportation and logistics companies expect to deploy level-5 AUTONOMOUS trucksThe potential to address some long-standing problems within the truckin

54、g industry and create a substantial competitive advantage will drive the adoption of autonomous truck technology.The driver shortage is impeding many organizations ability to secure the necessary capacity to support operations,driving costs up and continuing a trend that has been developing for year

55、s across the trucking industry.Indeed,operating in an increasingly resource-constrained environment accentuated by escalating fuel costs requires solutions to ensure sufficient capacity exists in the truck transportation network.With nearly four out of five organizations raising wages to compete wit

56、h one another for scarce talent,organizations are in search of alternative solutions to equitably support operations.Advancing autonomous truck technology to safely navigate not only long straight stretches of open highway that present predictable driving conditions but also across regions where mou

57、ntainous terrain and inclement weather make it more challenging has the potential to provide relief for this longstanding industry dynamic.An IDC InfoBrief,sponsored by9Truck OEMs are aligning their product roadmap to be ready for Level 4 autonomy in the medium term.But they are also re-imagining th

58、e whole product design based on full autonomy and the convergence of connectivity,autonomy and electric.“Right now,the cost of operating a truck is 1/3 truck,1/3 driver,1/3 fuel we are working on connected,autonomous and electric converging to increase the yield of the truck manyfold,because the cos

59、t of driver will be lower,the price of the truck will lower,because some day the truck may not need a cabin,electricity will replace the fuel,and the truck will run for longer hours”quote from truck OEM in-depth interview5 to 249 employees5 to 249 employees250 to 999 employees250 to 999 employees1,0

60、00+employees1,000+employees2020 2040 20502020 2040 205053%50%30%20%57%31%12%30%18%3%33%65%3%53%43%43%6%51%IDC#EUR149767522 The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 10To reduce expenditure on fuelTo improve driver safetyTo lower fleet maintenance costsTo red

61、uce the risk of road accidentsTo improve environmental sustainabilityTo achieve better operational performance and efficiencyTo enhance driving experienceTo gain a competitive edge/market differentiationTo take advantage of government subsidiesTo become more agile to respond to new demand patternsFe

62、wer manufacturers/brands in marketRegulatory uncertaintyLack of technical expertiseUncertain resale valueRisk of higher downtime to repair themHigh priceSafety concernsCurrent pilots will be key to understand how to maximize efficiency and safety benefits,while addressing safety,cost,and downtime co

63、ncerns to scale adoptionIDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151Expected benefits of AUTONOMOUS truck solutionsConcerns of AUTONOMOUS truck solutions45%22%24%25%26%29%27%31%24%33%29%22%34%34%45%37%37%34%40%24%30%14%43%31%31%43%42%17%27%25%34%29%30%34%16%28%26%14%19%23%27%

64、22%23%18%18%29%20%13%9%22%54%“It is difficult to predict when level 4 and 5 will come.There are a couple of big factors to be taken into account:Autonomy requires a level of latency and reliability of connectivity and complexity of data processing that is theoretically possible from a technical poin

65、t of view,but nobody has done it at scale yetThere is an emotional element “are we willing to have a 40-ton robot truck carry flammable material through a city at night”?in theory it could be safer,but emotionally we are not ready”quote from truck OEM in-depth interview1,000+employees250 to 999 empl

66、oyees5 to 249 employees1,000+employees250 to 999 employees5 to 249 employeesThe Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 11 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 11European transportation and logistics companies expect to join forces with OEMs,w

67、hen deploying breakthrough technology,like autonomous driving.The Next Generation of Trucks5 to 249 employees250 to 999 employees1,000+employeesAdvocating for governments to speed up the adoption of regulations that allow the use of autonomous trucksProviding on-the-ground operating and maintenance

68、servicesApplying for licenses and permits to deploy and operate of autonomous trucksProviding a remote operating platformSupport European transportation companies would like from truck OEMs to deploy and operate autonomous trucksLarge transportation companies who are investing more heavily in autono

69、mous pilots are particularly eager to get OEMs to help them with regulators.61%52%55%43%43%18%23%37%33%55%54%49%The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 12European transportation and logistics companies are ready to pay a premium for the next generation of

70、CONNECTED,AUTONOMOUS,ELECTRIC trucks,but would like to have the option to pay per use or serviceIDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151Price increase that European transportation and logistics companies are willing to pay on top of the current price for connected and aut

71、onomous trucks41%On a pay-per-use basis59%Through a subscription17%1%3%27%52%European transportation and logistics companies preferred way to pay for next generation connected truck solutionsWe would not expect to pay an additional price.1%to 4%more5%to 9%more 10%or more of the current truck price D

72、ont knowAs-a-service add-onOne-off optional packageBundled with the price of the truck29%16%14%OEMs need to rethink how they re-organize product innovation,operations and customer service to shift to processes,skills and culture that support solution selling.“The most important shift is that we are

73、not going to sell products in the future;well sell solutions.We will sell miles.Even internally we are talking about solution development.”quote from truck OEM in-depth interviewThe Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 13Investments in ELECTRIC trucks are a

74、ccelerating with last-mile delivery companies moving more rapidly to battery and plug-in electric,while longer-range operator complementing ICE with fuel cell too.IDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151European transportation and logistics companies plans to deploy truck

75、s,by type of fuel,in the next 2-3 yearsCompanies offering last-mile delivery servicesCompanies offering middle-mile delivery servicesCompanies offering long-haul freight services34%32%16%27%37%29%44%30%32%32%32%27%29%35%30%25%10%10%Internal combustion engines(ICEs)with diesel/biodiesel/synthetic fue

76、l/biomethaneElectric with fuel cell/hydrogenICEs with LPG/CNGPlug-in hybridICEs with hydrogenBattery electricIncreased availability of EV models across light and medium-duty commercial vehicles,longer ranges and reduced running costs,sustainability policies and growing availability of incentives to

77、promote Scope 1 emission reductions are making commercial fleets a sweet spot for electrification due to the captive and shiftable nature of these EV loads,deriving from their predictability of driving,refueling,and overnight parking schedules.Truck OEMs need to make critical decisions in times of u

78、ncertainty to be ready for double-digit growth of EVs in the next 3-5 years“With previous engines platforms it was pretty easy for us to forecast how many units we had to produce,what kind of performance improvement we had to deliver.Those were challenging targets,but we knew when we reached the goa

79、l.Today:We need to understand what customers wants:What range?What type of terrain they operate in?Do they want hybrid powertrains?We need to predict volumes while the demand is still latent.We have policy pressure from the European Green Deal and other initiatives which are progressing at different

80、 speeds in different countries.We must rethink product design,engineering,and operations,by:Dividing the market into power-levels”-to have one solution for long-haul,one for middle-mile,etc.each with their own optimized drivetrains-to align with customer needs,while achieving some level of homogenei

81、ty.Working with partners to acquire components and assemble different kinds of power trains,as well as modular batteries that can be assembled into packs.”quote from truck OEM in-depth interviewThe Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 14Transportation compa

82、nies embracing electric trucks aim to reduce fuel expenses,maintenance costs as well as the risk of accidents by providing drivers with downtime during rechargeIDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151Expected benefits of ELECTRIC truck solutionsConcerns of ELECTRIC truck

83、solutions42%42%29%29%46%13%14%9%9%20%12%12%15%39%37%33%33%35%23%23%21%22%15%10%13%17%18%15%14%14%12%7%6%31%28%23%24%23%36%31%31%1,000+employees250 to 999 employees5 to 249 employees1,000+employees250 to 999 employees5 to 249 employeesTo reduce expenditure on fuelTo lower fleet maintenance costsTo re

84、duce the risk of road accidentsTo reduce driver fatigue/To provide downtime for drivers when rechargingTo improve environmental sustainabilityTo improve driver safetyTo enhance driving experienceTo gain a competitive edge/market differentiationTo take advantage of government subsidiesTo achieve bett

85、er operational performance and efficiencyTo become more agile to respond to new demand patternsFewer manufacturers/brands in the marketLimited rangeManaging and upkeep of battery loading equipment(such as cable chargers)Lack of loading infrastructure for trucksUncertain resale valueLesser payloadLac

86、k of technical expertiseRisk of higher downtime to repair themSafety concernsHigh priceLack of charging infrastructureLack of charging infrastructure and higher price of trucks are the main barriers to scale adoption.The company is“determined”to be carbon neutral by 2050 but said that electrifying i

87、ts entire fleet will take time“due to the lack of sufficient and reliable charging infrastructure.This is why we will need to continue working with our customers and partners to explore ways to overcome such obstacles in order to help us make the switch.”Interview with Niklas Andersson,Executive VP

88、and Head of Logistics Division,Denmark-based DFDS(from S)11%11%27%18%16%21%26%16%27%23%29%28%26%33%33%40%16%30%39%39%34%27%29%14%7%The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 15OEMs cannot turn latent demand into active demand alone.Government intervention to

89、promote infrastructure investments and fleet replacement are necessary to make the TCO equal to or lower compared withICEIDC EMEA,Logistics&Transportation Survey,Capgemini,August 2022 N=151Expected total cost of operations of electric trucks compared with ICEs(diesel)by 2030“The technology for elect

90、ric is there,its now just a matter of rolling them out and its a matter of convincing the transportation companies to buy into it,also through incentives from government.Otherwise,the cost structure is not there yet;many transportation companies can only afford 5-10 electric trucks in their fleet as

91、 a test”quote from truck OEM in-depth interview24%24%22%23%31%54%63%45%14%Lower costs with electric trucksSame costsHigher costs with electric trucks1,000+employees250 to 999 employees5 to 249 employeesThe Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 16OEMs can acc

92、elerate the shift towards environmentally sustainable trucks by showing the impact on the bottom line,through increased fuel efficiency,compliance with CO2 emission targets,and real-time dashboard.“We are collaborating with tier 1 and tier 2 suppliers to change the way the products are designed to m

93、ake them easier to assemble,so that the manufacturing process consumes less energy and products are delivered faster.”“We are aiming to buy only green electricity to power up manufacturing.We are figuring out how to buy green steel”quote from truck OEM in-depth interviewquote from truck OEM in-depth

94、 interviewAlthough“to improve environmental sustainability”is not the top expected benefits of connected,autonomous and electric trucks,a change of mindset is happening in the transportation industry,as more and more top executives are making it a strategic priority.IDC EMEA,Logistics&Transportation

95、 Survey,Capgemini,August 2022 N=151Environmental sustainability criteria that European transportation and logistics companies may consider when selecting a truck manufacturer(%of respondents that rated the criteria as 4,on a 1 to 4 scale)“l(fā)ogistics service providersneed to take responsibility toward

96、s our customers,employees and society at large and embed sustainability in the way we do business.For me personally,sustainability is my top priority.I believe that to achieve meaningful change,we need to drive a change of culture and behavior in our industry”DB Schenkers CEO 2021 blogFactors that m

97、ake an indirect impact on environmental sustainabilityBest-in-class fuel efficient trucksBest-in-class CO2 emission trucksDashboard with real-time vehicle parameters(fuel/efficiency consumption,etc.)to better manage the fleetBroad portfolio of low-emission and fuel-efficient modelsSustainable truck

98、component/spare-part supply chainThe lifetime/sustainability/durability of the trucks and their componentsThe OEMs overall corporate social responsibility vision/brandingSustainable truck manufacturing process75%60%56%52%36%35%32%31%The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored by

99、IDC#EUR149767522 17European transportation companies are looking to in-person relationships with OEMs and dealers to acquire the next generation of trucks;however,digital value-added services,such as financing and after market services are expectedIDC EMEA,Logistics&Transportation Survey,Capgemini,A

100、ugust 2022 N=151European transportation and logistics companies preferred channels to buy new trucks70%of European transportation and logistics companies think that digital financing apps/services would make the purchase of new trucks more convenient AND49%expect digital after market supportOEMs mus

101、t expand their digital channel,but should continue investing in in-person trusted relationship with big fleet operators“Trucks are big complicated products.There is a big pre-purchase consulting discussion to be had about type of business,topography of routes,etc.Theres a relationship element in buy

102、ing a 150K product”quote from truck OEM in-depth interviewCompanies offering last-mile delivery servicesCompanies offering middle-mile delivery servicesCompanies offering long-haul freight servicesHybrid(e.g.,digital sales&configuration but dealership delivery)Through a digital marketplace(e.g.,Truc

103、kscout,Truck1,Trucksale)Directly from a truck OEMIn-person from a dealership24%25%24%16%17%13%32%25%32%26%32%30%The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 18 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 18IDC GuidanceThe Next Generation of TrucksOEMs

104、 that want to be seen as trusted partners that can deliver value for money throughout the life-cycle of the truck-from on-time delivery to maintenance services that extend the full cycle life-cycle must:Solution-Segment the transportation and logistics market,based on fleet operating model,delivery

105、model,size of the organization,and topography of the territory where they operate,to identify homogenous needs and develop modular,software-enabled platforms to balance personalization and efficiency.Go-to-Market Identify forward-thinking dealers and customers that are interested in testing new prod

106、ucts,usage-based pricing packages,and whole-of-life-cycle services,such as predictive maintenance.Ecosystem-Assess the opportunity to collaborate with a range of suppliers to enable operational activities,for example,around technology,fleet maintenance and management,and data monetization,and with s

107、uppliers that are willing to take an active reward-and risk-sharing approach.Operations Work with product development and engineering experts to understand how to minimize the cost of energy and steel in next-generation truck assembly and implement advanced analytics to achieve real-time situational

108、 awareness on critical resilience and performance KPIs.Talent Create a solution development competence center that brings together existing product development and engineering experts,with ICT/digital experts and go-to-market leaders,and nurture skills around the technologies that will accelerate th

109、e convergence of connected-autonomous-electric trucks,such as electric batteries and powertrains,AI/ML,5G,IoT and edge computing.12345The Next Generation of Trucks 2022 IDCAn IDC InfoBrief,sponsored byIDC#EUR149767522 19International Data Corporation(IDC)is the premier global provider of market inte

110、lligence,advisory services,and events for the information technology,telecommunications,and consumer technology markets.IDC helps IT professionals,business executives,and the investment community make fact-based decisions on technology purchases and business strategy.More than 1,100 IDC analysts pro

111、vide global,regional,and local expertise on technology and industry opportunities and trends in over 110 countries worldwide.For 50 years,IDC has provided strategic insights to help our clients achieve their key business objectives.IDC is a subsidiary of IDG,the worlds leading technology media,resea

112、rch,and events company.Copyright NoticeAny IDC information or reference to IDC that is to be used in advertising,press releases,or promotional materials requires prior written approval from IDC.For permission requests contact the Custom Solutions information line at 508-988-7610 or .Translation and/

113、or localization of this document require an additional license from IDC.For more information on IDC visit .For more information on IDC Custom Solutions,visit http:/ Headquarters:140 Kendrick Street,Building B,Needham,MA 02494 USA P.508.872.8200 2022 IDC.Reproduction is forbidden unless authorized.All rights reserved.IDC UK5th Floor,Ealing Cross,85 Uxbridge RoadLondon W5 5TH,United Kingdom44.208.987.7100Twitter:IDCidc-Corporate Headquarters140 Kendrick Street,Building B,Needham,MA 02494 USA About IDC