Domestic heavy-duty transmission industry Steep raw wave car plant accelerated invasion

Domestic heavy-duty transmission industry Steep raw wave car plant accelerated invasion

The heavy-duty transmission market for a month can be said to be surging.

In mid-to late November, the news that Big Tooth had transferred to China National Heavy Duty Truck Group had just “fallen away”. In early December, news of Dongfeng 14 block heavy-duty transmission was reported off the assembly line. At the same time, FAW Liberation is gradually expanding the matching application of the Eaton FS10209 transmission on the J6 and J5 heavy truck platforms.

The combination of the three incidents will probably reshape the domestic heavy-duty transmission market in the future, and the prospects and development model of independent transmission companies will also become clear.

Host plant accelerates the pace of self-produced transmissions

On December 1, the 14-speed heavy-duty transmission produced by the gearbox company under the Components Division of Dongfeng Motor Co., Ltd. formally went offline. In fact, as early as 2 years ago, the Dongfeng heavy-duty truck transmission project was started. The relevant person in charge of the project told reporters at the time that Dongfeng planned to start with a relatively low-tech Chinese-cabinet transmission and gradually develop to 9th gear. And above heavy truck transmissions.

Just half a month ago on November 18th, at the beginning of this century, it was the largest medium and heavy-duty transmission enterprise in China – Shanxi Dadai was formally incorporated into China National Heavy Duty Truck under the form of equity transfer, becoming the two of the self-produced transmissions of SINOTRUK. One of the big bases. “Independent transmission enterprises have difficulty obtaining supporting advantages. This is also an important reason for the continuous shrinking of market share before the Big Gear.” Zhang Qing, deputy general manager of Dagou Group, told the reporter.

Dongfeng and CNHTC have accelerated the pace of self-produced transmissions, and FAW Group, which also emphasizes system capabilities, is not far behind. "Although the joint venture between FAW and Eaton has stopped, the co-operation of the FS10209 9- and 10-speed transmission has been in production, mainly for the liberation of the J6 heavy-duty truck. Moreover, with the maturing of this transmission and the vehicle is becoming more mature, FS10209 It is also supporting the models of the J5 heavy truck platform to realize resource sharing. According to reports, the development and production of 12-speed and 16-speed transmission products are currently under planning, and "the main body of development will be FAW Group."

It is understood that currently in the domestic heavy-duty transmission market, Shaanxi Fast has a share of more than 85%, and it is at the top of the “Pyramid” industry. Other brands such as big teeth and carious teeth share the rest. As the major auto manufacturers have produced their own transmission products, the original transmission pattern is faltering, and the alternating pattern of old and new patterns is accelerating.

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Independent transmission plant pressure unprecedented increase

“The main engine plant has accelerated its own production pace, and the original independent transmission brand has been integrated into the vehicle group. The pressure on the existing independent transmission companies has increased at an unprecedented rate.” An industry source said in a meaningful way.

On the one hand, the situation in which Fast dominates the market will be broken, and the market share will gradually be reduced. The magnitude of the decline will depend on the maturity and speed of application of competitors such as Dongfeng and CNHTC. This point, in fact, is also expected in Fast, for this reason, Fast developed in recent years, 6 block, small 8 block, small 8 block synchronizer transmission products, began to expand the passenger car market.

On the other hand, “the heavy-duty transmission business of the independent transmission plant may face death or death.” This person analyzed that the two years of Qiang mainly focused on the export market for heavy trucks, hoping to boost domestic demand with export packages, and this road is still struggling. It is difficult to achieve large-volume breakthroughs; large teeth are transferred to the CNHTC Group for free after many years. “In the long run, the way for independent heavy-duty transmission companies may be to establish a strategic community relationship with R&D and marketing services with some mainstream heavy truck companies to maintain a steady growth in production and sales and an ever-increasing status of the industry. Of course, the premise is that Technically advanced or featured."

In order to ensure the safety of the industry chain and greater profitability, large commercial vehicle groups tend to create key components themselves, which will soon have an impact on the entire industry. In the next three to five years, the heavy-duty transmission market will present a situation in which Fast, Diesel, Dongfeng, and Liberation “one super three” will be eliminated. The prospects of independent brands are not known.

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