Interest is growing in railways across the globe. Global demand for railways
is increasing, as plans to construct high-speed rail links come to the fore in
China, Europe and the US as part of a modal shift toward using mass
transportation systems that have less environmental impact. In terms of
transportation modes, railways now have the edge in energy efficiency and
environmental friendliness.
Rail infrastructure is needed in both industrialized nations and emerging
economies. Major countries are now increasing railway infrastructure
investment.
This report provides an in-depth look at the global railway infrastructure
market including:
Why rail is getting renewed attention.
Role of urbanization, energy efficiency and environmental factors.
Increasing rail infrastructure investment.
Detailed analysis of the global rail infrastructure market by segment from
2012 to 2022.
Key strategic issues.
Regional trends.
Political risks.
New technologies.
Major opportunities.
Competitive landscape.
Top players in the market.
The report includes 50 figures and 19 tables.
Table of Contents
Table of Contents
CONTENTS
EXECUTIVE SUMMARY
INTRODUCTION
Background
Methodology and Sources
Statistical Notes
RAILWAY INFRASTRUCTURE INDUSTRY
Railways Are Getting Renewed Attention Worldwide
Railways Meet Current Requirements for Means of Transport
Energy Efficiency
Increasing Need for Efficient Transport
Need for Transport to be Environment-Friendly
Worsening Pollution Problems in Cities in Emerging Regions
Need for Energy Efficiency
Sharp Rise in Crude Oil Prices Spurring Policy Measures
Need to Shift to Energy Efficient Society
Railways Can Solve These Three Problems Simultaneously
Capacity Greater Than Other Forms of Transport
Railways Edge in Energy Efficiency and Environmental Friendliness
Disadvantages of Rail Travel Disappearing
Infrastructure Needed in Both Industrialized Nations and Emerging Economies
Global Railway Infrastructure Market
Total Market
Accessible Market
Segments: Rolling Stock, Infrastructure, Control Systems, Services
Accessible Market by Segment
Market by Region
Signalling Is The Most Attractive Segment
Competition Heating Up In International Markets
Urban Railways and Intercity Railways
Passenger Railways
Many Small Urban Rail Projects and Few Large High-Speed Rail Projects
Four Types of Urban Railways
New Transportation Systems Make Driverless Operation Possible
LRT Systems Have Low Construction Costs
Selection That Meets Cities' Transport Needs Is Possible
Major Markets in the Future for LRT Systems and Subways
Subway Building Rush in East Asia
Major Cities in Southeast Asia Are Lagging in Rail Infrastructure New
Means of Transportation Such as Subways in Demand
Japanese ODA to Support Construction Plan for Ho Chi Minh City
MRT Construction in Jakarta
Chinese Subways
Demand for LRT Systems in Europe and the US
European Market Dominated by the Three Majors
US LRT Market Growing
LRT Systems in Japan
High-Speed Railways Developing Worldwide from Origins in Japan and Europe
High-Speed Railways Began with Japan's Shinkansen
Development in Parts of Japan and Europe
Introduction of High-Speed Rail in Korea and Taiwan
High-Speed Rail Link Between Beijing and Tianjin in China
High-Speed Rail Link Between Beijing and Tianjin in China
10 Countries and Regions Have High-Speed Railways
New Rolling Stock Makers in Countries That Have Introduced High-Speed
Railways
High-Speed Railway Construction Plans in Each Country
China's Four East-West Lines and Four North-South Lines Plan to Link Major
Cities
China Plans Major High Speed Rail investment
Risks for Participating Foreign Companies
Chinese Parts Makers Increased Role
US Railways Are Mainly for Freight Not Passenger Traffic
US Passenger Transportation is Limited
President Obama Announced High-Speed Railway Plan
Vice-President Biden Has Pushed Railway Policy
Japanese Companies Likely to Win Orders from US
Local Production Could Be A Condition
Issues Remain in Terms of Funding
Current Spending Insufficient
US and Chinese Plans Are Ambitious But Both Carry Risks
Japan Likely to Compete with Six Countries in Overseas Projects
Shinkansen, TGV and ICE Differ
Shinkansen's Advantages
Punctuality
Inbound/Outbound Track Vs. Bi-directional Track in Europe
Departures
Safety
Natural Disasters
Geographical Conditions
Speed Issues
Countries Want Operating Speeds of 350km/h Alstom's AGV
Kawasaki Heavy Industries efSET
Raising Shinkansen Speed
International Technical Standardization for Railways
CER
UITP
UIC
WCRR
International Railway Organizations Are European Based
International Technical Standardization for Railways
What Does Standardization Mean
ISO and IEC Standards
CEN and CELENEC
Shift from UIC to ISO and IEC
Railway Systems Vs. Individual Hardware Standards
International Vs. European Standards Adoption
Japan Has Its Own Standards
Japan Uses Individual Hardware Standards
Japan Cannot Afford to Ignore International Standards
International Standards Needed When Exporting
Establishing European Technology as the Global Standard
Scramble for Leadership in Standardization
Competition Shifting from Technological Development to Capturing Market
Share
Opportunity for Japanese Companies to Boost Earnings
Four Main Types of Railway Contract
Margins Highest on Type D Contracts
Most Contracts for Japanese Companies Are Type A
Requirements for Winning Type C and D Contracts
Three French Companies Join Forces Globally
Cooperation with Rail Operators Essential
Consulting Capabilities Importance
Public-Private Initiatives Needed
Some Progress Evident
STEP Scheme for ODA Loans
Taiwan High-Speed Rail Project
Dubai Metro Project
Brazilian High-Speed Rail Project
Indian Freight Rail Project
California High-Speed Rail Project
Rolling Stock Market Features and Overseas Competition
Diverse Components, Limited Production Runs
Steel Frames Giving Way to Aluminum Alloy
Average Carriage Prices
Five Main Rolling Stock Manufacturers in Japan
Japanese Manufacturers Vs. The Big 3
Japanese Manufacturers Difference
High-Speed Rolling Stock Market Shares
Operating Margins
CHINA RAILWAY INFRASTRUCTURE
Grow For At Least Next 8 Years
Ministry of Railroads Expansion Targets
Continuous Density Improvement
Chinese Rolling Stock Market
Chinese Rolling Stock Refurbishment Market
Chinese Multiple Units Market
Chinese Locomotive Market
Chinese Rapid Transit Vehicle Market
Chinese Overseas Expansion: Significant Long-Term Potential
Improvement in the Financial Situation
Medium-Term Outlook
2011 Infrastructure Spending
Funding Gap for Completion of On-Going Projects
Downgrade of High-Speed Railway Lines in Favor of Cargo Lines
12th Five-Year Plan
2012 Infrastructure Spending
Potential Downside Risk to Margins for Railway Construction
Major Railway Projects Under Construction
HIGH-SPEED RAIL
Overview
Definition
History
Early Research
Breakthrough: The Shinkansen
Revival in Europe
High-Speed Rail Technology
Common Standards
High-Speed Lines
High-Speed Trains of World
High-Speed Rail by Country
Planned High-Speed Rail
Speed Record
Maximum Speed in Service
Target Areas for High-Speed Trains
Optimal Distance
High-Speed Rail in China
Technology Transfer Issues
Wenzhou Train Collision on the Yongtaiwen Railway Line
Suppliers for the Yongtaiwen Line
Wenzhou Outcome
Impact on Chinese High-Speed Rail Exports
Chinese High-Speed Rail Build-Out
Global High-Speed Rail Network Growth
FIGURES
Rapid Urbanization in Emerging Economies
Rapid Increase in Megacities in Emerging Economies
Population and Particulate Matter Levels in World's Major Cities: 2007
Trains Capacity to Transport Vs. Other Modes of Transport
Railway Energy Consumption and CO2 Emissions Vs. Other Modes of Transport
Planned Infrastructure Investment in G20 Stimulus Measures: 2009-2010
Major Countries and Regions That Have Announced Investment In Railway
Infrastructure
Global Railway Infrastructure Total Market: 2007
Global Railway Infrastructure Accessible Market: 2007-2016
Global Railway Infrastructure Accessible Market by Segment: Rolling Stock,
Infrastructure, Control Systems, Services: 2007-2016
Global Railway Infrastructure Market Growth by Segment: 2007-2016
Global Railway Infrastructure Market by Region (China, Asia ex-China,
Latin America, North America, CIS, Europe): 2005-2010, 2011-2016
Global Railway Infrastructure Market Shares by Company: 2002 Vs. 2010
Classification of Railways by Purpose of Transport
Types of Urban Railways
Subways in Major Cities in Industrialized Countries (Population,
Passengers): 2007, 2025
Transportation Market Breakdowns for Major Cities in East Asia by Mode
Length of High-Speed Railway Lines Worldwide
Chinese Freight and Passenger Volumes: 1952-2008
China's High-Speed Rail Network Plan
Chinese Government Spending on Railways: 1998-2010
US and Other Developed Countries Passenger Vs. Freight Traffic: 2006
Passenger Volume in Various Countries by Mode of Transport
US High-Speed Rail Development Plan
High-Speed Rail Trend for Maximum Speed in Service: 1960-2010
Four Types of Railway Contracts
International Rail Infrastructure Business Models Vary in France and Japan
Taiwan High-Speed Rail Project Details
Dubai Metro Project Details
Major Projects in Brazil, India, and the US
Projected Schedule and Details for Major Rail Projects: 2009-2016
Indian Dedicated Freight Corridor Project
Indian Dedicated Freight Corridor Project Cost Calculations (2007) for
Rolling Stock and Signaling/Communications Systems
California High-Speed Rail Project and Cost Calculations
Rolling Stock Production Company Market Shares: 2001 - 2006
Company Shares of Rolling Stock Production for High-Speed Railways: 2004 -
2008
China Railway Network (000 KM): 2007-2020
China Railway High-Speed Railway Network (000 KM): 2007-2020
China Urban Railway Network (000 KM): 2007-2020
China's Rapid and Sustainable Urbanization Ratio: 1955-2020
China Rolling Stock Market (Rmb Billion): 2005-2020
China Rolling Stock Refurbishment and Growth (Rmb Billion): 2009-2020
China Rolling Stock Industry Market Share (%) by Product Type (Multiple
Units, RTVs, Locomotives, Freight Wagons, Passenger Carriages): 2009-2020
Chinese Multiple Units in Use (Volume) and Density (Unit/Km Railway);
2011-2020
China MU Demand (Rmb Billion) and Growth (%), OEM Vs. Refurbishment:
2009-2020
Chinese High-Power Locomotives in Use (Units) and Growth Rate (%):
2009-2020
Chinese Electrified Lines in Use (Units) and Electrification Ratio (%):
2008-2020
Chinese Rapid Transit Vehicle Market-OEM Vs. Refurbishment (Rmb Billion)
and Growth Rate (%): 2009-2020
CSR & CNR: Large Overseas Expansion Potential (Rmb Billion): 2009-2020
MoR's Investments in the Procurement of Railway Vehicles, 2008-2015
Top 3 Chinese EPC Companies' Market Shares For Railway Projects Awarded by
MoR: 2006-2011
High-Speed Rail Lines Europe: 2011
High-Speed Rail Lines Asia: 2011
Global Growth in High-Speed Rail Networks by Region (Km): 1980-2010
Alstom Transport Revenues by Segment: 2010
Alstom Transport Revenues by Region: 2010
Ansaldo STS Revenue & Margin History: 2004-2013
Ansaldo Breda Revenue & Margin History: 2004-2013
Global Rail Signalling Market Share by Company (%): 2010
ERTMS Wayside Market Share by Company (%): 2010
ERTMS Onboard Market Share by Company (%): 2010
China Subway Signalling Market Share by Company (%): 2010
Length Planned for Rapid Transit System in China (KM)
Bombardier Transportation Revenues by Product Segment (US$ Billion):
2007-2011
Bombardier Revenue Diversification by Selected Developed and BRIC Countries
Bombardier Transportation Product Portfolio: 2011
Bombardier Transportation Revenues by Product Segment (US$ Billion):
2007-2011
Bombardier New and Existing Product Opportunities in Emerging Markets
Global Rail Equipment Market Shares by Company: 2008-2010 and 2007-2009
Bombardier Transportation Market Position by Product
Main Rolling Stock Export Contracts Awarded to China's Two Leading Train
Manufacturers by Country, Product, Supplier and Value: 2010-2011
EBIT Targets (%, $) for Bombardier Transportation: 2003-2011
Large Bombardier Transportation Orders by Purchase Type and Value:
2010-2011
CNR Revenue Breakdown by Product Segment (%): 2006-2009
CNR Revenue Structure by Customer Type: 2006-2009
CNR Cost Structure by Input (%): 2010
CNR Production Facilities and Products Produced
Leading Railway Rolling Stock Producers Sales and Market Shares ($
Billion): 2009
CSR Revenue Breakdown by Product Segment (%): 2009-2012
CSR Revenue Structure by Customer Type: 2005-2009
CSR Cost Structure by Input (%): 2010
CSR Railway and Urban Rail Exposure Compared to Its Peers (Percent of
Total Revenue): 2009
CRS vs. CNR Market Share by Rolling Stock Product Category: 2009
CSR vs. CNR Production Capacity by Rolling Stock Product Category (Units):
2009
GE Locomotive Deliveries (Units): 2005-2010
Market Share by Supplier of Subway Cars Owned by NYCTA: 2010
Subway Cars Owned by NYCTA by Years in Service: Spring 2010
US Rail Passenger Volume Growth Vs. US Population Growth: 1995-2010
NYC Rail Passenger Volume and Growth Trend (Million): 2001-2009
Siemens Mobility Main Production Sites, Location, Market Segments,
Employees Per Site, Products and Activities
Rail Cars and Services Companies Market Shares in Europe: 2010, Wabtec OEM
Vs. Aftermarket Sales by Segment: 2003-2010
Times Electric Leading Products Market Shares in China: 2011
Times Electric Revenue Structure by Product Segment (%): 2003-2009
Times Electric Cost Structure by Component: 2010
TABLES
Trams and LRT Vs. Subways by Region (Number): 2005-2008
High-Speed Railways Line Development in Japan and Europe (Year Opened,
Country, Route, Length): 1964-2002
Countries and Regions with High-Speed Railways (Year Opened, Country,
Number of Trains and Cars, Type of Cars, Top Speed, Maker): 1964-2008
High-Speed Railway Lines Currently Being Planned (excluding China)
Comparison of the Shinkansen, TGV and ICE
AGV and efSET Comparison
Big Three Market Positions Vs. Competitors for Rolling Stock by Type,
Signaling Equipment, Systems and Service
Railway Freight and Passenger Traffic Density by Major Country in 2005
China Freight and Passenger Traffic Density Projections to 2020
China Rolling Stock Market-Locomotives, Multiple Units, Passenger
Carriages, Freight Wagons, RTVs, OEM Vs. Refurbishment, (Volume, Rmb Billion,
CAGR): 2009-2020
Ministry of Railways Funding Support for Railway Sector: 3Q 2011
Chinese Railway Outlook (Length, High-Speed, Non-High-Speed): 2007-2015
Assumptions on Chinese Railway Equipment Investment: 2011-2015
Major Chinese Railway Projects Under Construction (Km, Km/hr, Capex (Rmb
Billion), Construction Period: 2007-2016
Hong Kong's Rail/Subway Projects Status
High-Speed Rail Standards
High-Speed Trains of World by Name, Operator, Family, Manufacturer,
Operating Speed, Design Speed, Service, Picture: 2011
High-Speed Rail Networks of the World by Country, Region, In Operation
(Km), Under Construction (Km), Total Country (Km), Electrification
China High-Speed Rail Build-Out by Line, Length (km) Investment (Rmb
Billion), Status: 2011
Siemens Divisional and Industry Revenue, Revenue Growth (EUR Million):
2007-2013
Siemens Divisional and Industry Profits, Profit Growth (EUR Million):
2007-2013
Siemens Mobility Selected Rolling Stock Sales by Model, Description and
Customer
Siemens Mobility Selected Rolling Stock Sales by Model, Description and
Customer
Siemens Mobility Main Production Sites, Location, Market Segments,
Employees Per Site, Products and Activities
New Subway and LRT Projects In Canada
Kinki Sharyo Trains
Proposed West Coast Coal Export Terminals
VTG at Glance (Products, Sales, Market Share, Customers/Industries,
Competitors, Sales by Region, Capacity Utilization, EBITA, Margins, ROA)
VTG at Glance (Number of Wagons, Consolidated Wagons, Utilization Rate,
Daily Rate, Sales Per Consolidated): 2009-2011
Wabtec Revenue by Region: 2005-2010
Wabtec PTC Contracts: 2006-2011
Wabtec Acquisition History by Deal Details: 2006-2011
Times Electric Product Summary (Product Categories, Products, Functions,
Share of Revenue, Market Share)
Times Electric Sales Volume, Average Selling Price, Revenue and Growth by
Segment (Train Power Converters and Control Systems (By Type), Operation
Safety Equipment, Electrical Control Systems, Power Semiconductor Devices):
2005-2009
High-Speed Trains and the Outlook for Railway Equipment Volume 1 -- Global Markets, Competitors, Technologies: 2012-2022 Analysis and Forecasts published by David+Company in June 6, 2012. This report consists of 93 Pages and the price starts from US $ 1950.
