MARKET SIZE 2016 2.68 2015 2.62 YoY 2.4% ALTERNATE FUEL PENETRATION, GLOBAL, PERCENT Diesel NG HEV Others Manual Automated Manual 2016 2016 BEYOND BRIC Europe North America South America Russia China India Next 11 RoW Global Million units Million units GLOBAL MEDIUM-HEAVY DUTY TRUCKS MARKET OUTLOOK IN 2016 2015 2016 8,895 16,000 2015 2022 30 23 21 31 Observed No. of Distinct Platforms Estimated No. of Global Platforms Available Click on the link to view a detailed report: http//www.frost.com/k023 CNG Low-cost Value Premium RISE OF ASIAN OEMS PLATFORMIZATION ENGINE PLATFORMS, HD TRUCKS TOP OEMS TO LOOK OUT FOR IN 2016 NEW MARKET OPPORTUNITY TRANSFORMATIONAL SHIFTS 2016 GVWR ≥ 6T $26.4B 2015 2025 $300M REVENUE OPPORTUNITY NORTH AMERICA IRAN HYUNDAI Commercial Vehicles ISUZU CNHTC TATA Motors MOBILE FREIGHT BROKERAGE (UBER FOR TRUCKING) LOW-COST, VALUE, PREMIUM SPLIT, GLOBAL, PERCENT TRUCK TRANSMISSIONS, PERCENT AUTONOMOUS TRUCK ADOPTION, GLOBAL LEVEL 2 LEVEL 3 TOP OPERATORS IN THIS SPACE TRANSFIX CARGOMATIC TRUCKSTOP NORTH AMERICA TGMATRIX TIRAMIZOO EUROPE SONTRA CARGO BRAZIL AUTONOMOUS TRUCKING INDUSTRY ROADMAP KEY SERVICE AND SOLUTION PLATFORMS DRIVING NEW REVENUE OPPORTUNITIES VIDEO BASED MONITORING PLATOONING PROGNOSTICS DIGITAL TRANSFORMARTION (ENABLING SHIFT OF FOCUS FROM PRODUCTS TO SERVICES) TELEMATICS INTEGRATED SAFETY SYSTEM BIG DATA ANALYTICS MOBILE BASED FREIGHT AGGREGATION/ BROKERING 2035 2025 2035 LEVEL 2 LEVEL 3 LEVEL 4 SEMI-AUTONOMOUS Integrated safety systems (ISS) Adaptive Cruise Control (ACC) HIGHLY AUTOMATED Requires partial involment of a driver FULLY AUTONOMOUS Limited or no involvement of a driver LEVEL 4 Automatic A 2016 ~680K ~8K ~1.4M ~180K ~3K