{"id":36277,"date":"2022-05-27T10:52:46","date_gmt":"2022-05-27T08:52:46","guid":{"rendered":"https:\/\/www.berylls.com\/global-truck-players-q1-2022-review\/"},"modified":"2025-08-13T11:07:34","modified_gmt":"2025-08-13T09:07:34","slug":"global-truck-players-q1-2022-review","status":"publish","type":"post","link":"https:\/\/www.berylls.com\/en\/insights-en\/global-truck-players-q1-2022-review\/","title":{"rendered":"Global Truck Players: Q1 2022 Review"},"content":{"rendered":"\t\t

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Global Truck Players: Q1 2022 Review<\/h1>\n\n Munich, May 2022<\/span>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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he global truck players Daimler, Traton, Paccar and Volvo are regularly monitored by Berylls commercial vehicle expert Steffen Stumpp.<\/p>\n\n <\/div>\n\n \n\n <\/div>\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Here are his major findings for Q1 2022:<\/p>\n
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Supply chains remain uncertain
<\/strong>The Ukraine war has added even more uncertainty to supply chains which have been under stress since the recovery from the sharp market decline in Q2 2020. With Shanghai being in lock-down, there are significant risks looking forward.<\/li>\n
No signs of weakness on the demand side
<\/strong>Although there are first signs of economic slow-down on the horizon, the need for new trucks is still considerably high. There is a massive pent-up demand and a huge order backlog \u2013 2022 production is sold out.<\/li>\n
German OEMs have homework to do
<\/strong>While Volvo and Paccar are very profitable with double-digit margins, both Daimler and Traton need to improve performance, namely for Fuso, MAN and Navistar which are below 5% RoS.<\/li>\n<\/ul>\n
Can\u2019t wait to read more? Download the Insight now!<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Insight download and author information\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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