European Rail Industry

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European Rail Industry POCKET GUIDE FACTS ON THE RAIL SUPPLY INDUSTRY A driver for EU competitiveness and sustainable mobility worldwide Prepared by UNIFE, the European Rail Industry Association

Table of Contents What is the rail supply industry? A showcase industry for Europe at home and abroad A flagship for European industry Case Study: ERTMS A key EU rail export An important European employer Growing the investment in R&D An innovative industry The leader in eco-friendly transport Looking ahead: a need to sustain momentum A game changer for EU transport Paris to Frankfurt: A comparison A promising future 06 10 11 07 05 01 02 03 04 08 09 12

What is the rail supply industry? 01 The sector is broadly structured around operators, infrastructure managers and manufacturers. Who we are Manufacturers of rail supplies Our customers Passenger and Freight Rail operators Infrastructure (tracks & electrification) (e.g. Strukton Rail, Voestalpine) Rolling stock (trains, locomotives) and their subcomponents (axles, wheels, interiors, HVAC, energy systems, brakes, doors, bogies, etc.) Signalling systems and components (e.g. Thales, Ansaldo STS) Services (engineering, consulting, etc.) Cross-border, regional and urban operators such as Eurostar, SNCF, Deutsche Bahn, STIB and Transport for London. Rail operators drive trains, manage passengers, collect fares and handle goods. Operators pay infrastructure managers track access charges to run passenger and freight trains on their tracks. System integrators Companies that take all the above subcomponents and produce and sell the finalised train set, such as Alstom, Bombardier, CAF, Talgo, Siemens and Skoda. The rail supply industry supplies and equips all kinds of rail travel whether it be high speed, regional, urban/suburban or freight. Infrastructure managers These companies own the tracks, energy systems and stations, and are responsible for their maintenance. They are also our customers. Some examples of these companies include Network Rail, Infrabel, and RFF.

A showcase industry for Europe AT HOME AND ABROAD 02 The rail supply industry today accounts for nearly half of the world market for rail products* and a market share of 84% in Europe. According to the UNIFE World Rail Market Study 2014, the EU represents the biggest absolute market for rail products and services, with the rolling stock segment representing the largest part of this market. Also, 84% of the EU market for rail supplies and services are met by the European rail supply industry. Market share of accessible market (inc services) Others EU Rail Suppliers 54% Absolute sales 46% of the EU rail suppliers: EUR=47 bn Regional Breakdown Western Europe Rolling Stock NAFTA Asia Pacific Segment Breakdown CIS Eastern Europe Services Infrastructure Rail Control Africa/ Middle East Latin America Turnkey management Total 2011-2013 Total 2011-2013 source: UNIFE WRMS 2014 *About 68% of the global rail supply market is accessible to European companies. The accessible market is expected to grow with a compound annual growth rate of 2.8%, with major growth markets in NAFTA (3.7%), Asia Pacific (4.2%) and Latin America (5.7%).

A flagship for European industry 03 EU exports of rail products grossly outnumber other regions, despite fierce competition. The European Rail Supply Industry is a top exporter for the EU in a competitive market with major investments being made by the rail supply industry in other regions. Total rail export trade 2010 in million Global export growth 2002-2010 (total export volume) in the RSI 10000 9000 8000 7000 6000 5000 4000 US 4,534m 155% EU 8,602m 219% China 3,303m 597% Korea 950m 389% Japan 4,244m 182% 3000 2000 1000 0 EU US Japan Korea China Source: DG ENTR

Case Study: ERTMS A Key EU Rail Export The European Rail Traffic Management System 04 The European Rail Traffic Management System which was developed by the European Rail Supply Industry with significant support from the EU, is widely considered as the most advanced rail signalling system in the world. The ERTMS, as a universal and EU-compatible signalling system, is an innovative technical solution designed to deal with a growing transport demand and also to improve the capacity on railway lines. ERTMS is a major EU export and is becoming the train control system of choice for countries outside of the EU such as... ERTMS Trackside Contracts in tracks KM With more than 76,000 km of contracted railway tracks, out of which nearly 50% outside of Europe, ERTMS has now established itself as a global standard. 70000 60000 50000 40000 30000 20000 10000 0 Sept 2010 Apr 2012 SAUDI ARABIA CHINA INDIA TAIWAN SOUTH KOREA ERTMS Trackside Contracts by region Latin America 1% Europe 54% Oceania 2% Asia 29% Africa & Middle East 14% Source: UNIFE 76,000 km

An important European employer 05 The European rail industry employs nearly 400,000 people And an estimated 355,000 households depend on the industry in Europe Or some 817,000 dependent individuals An average European rail supply company s presence across 4 countries across 7 countries Manufacturing and R&D, sales, admin and other facilities Sales, admin and other facilities Rail suppliers diversify their manufacturing, R&D, sales and administrative facilities in countries across Europe while generating jobs all over the EU. The rail supply industry accounts for nearly a quarter of the overall rail sector in the EU, which, including the workforce of the rail operators and infrastructure managers, employs approximately 1.8 million Europeans Employees in EU rail supply industry Rolling stock Infrastructure Rail Other Services control rail supply Total EU

Growing the investment in R&D 06 The rail supply industry is taking some major steps to increase investment in R&D. Currently, the industry invests 2.7% of its annual turnover 2.7% Overall budget 920m (the EU average for R&D programmes) amounting to some 780m a year, predominantly in the rolling stock and rail control. R&D investments of different sectors 6.0% Rail sector 470m EU 450m 2.7% 4.8% 1.5% Fixed line telecoms 2.0% Chemical industry Rail supply industry Electronic equipment industry Aerospace & defence industry With Shift²Rail, the first European joint undertaking for rail research amounting to 920m of which nearly half coming from the EU s Horizon2020 budget framework, the sector and the EU set up a research and innovation track to integrate new and advanced technologies into innovative rail product solutions.

An innovative industry 07 The rail supply industry has been the source of major past innovations important steps towards an integrated European rail market. Automatic systems for obstacle detection Medium frequency traction transformers Energy storage technologies Improved regenerative braking Track-friendly, low-cost and silent bogies for freight wagons Satellite-based positioning systems Hybrid and diesel electric technologies Light weight materials

The leader in eco-friendly transport 08 The environmental and mobility benefits of using rail in the context of urban transport are evident. The rail industry has the lowest share of EU transport CO₂ emissions with only 1.8%. And the rail supply industry is further improving its emissions per km. 1 train (8 carriages) Share of EU C02 emissions from transport 71% Rail 1.8% 12.3% 0.4% Aviation 14.5% Other transport Shipping Development of relative EU rail C02 emissions -24% 53.9 45.9 g/pkm 44.7 41.3 40.8 1995 2000 2005 2010 2011-40% 35.1 26.5 g/tkm 23.0 21.2 21.0 2,100 15 buses 250 to 1000 cars Number of people transported per hour in urban environment 9,000 22,000 50,000 Car Bus Tram Train Road Source: UIC 1995 2000 2005 2010 2011 Source: EEA

Looking ahead A NEED TO SUSTAIN MOMENTUM 09 Sustaining eco-friendly transport is critical with both passenger-km and tonne-km due to grow. Passenger-km Tonne-km Pkm bn + 38% 351 371 377 404 407 415 462 486 Tkm bn + 40% 386 404 413 391 420 405 495 540 1995 2000 2005 2010 2011 2012 2020 2025 (Forecast values) 1995 2000 2005 2010 2011 2012 2020 2025 (Forecast values)

A game changer for EU transport 10 High speed trains High speed trains have led to a greater modal share of rail travel due to shorter travel times for European passengers. Travel times More and more, flights are only favourable on very long distance continental services, as a result of the necessary travel time getting to and from airports, as well as security checks, check-in and baggage collection time. Paris Brussels Percentage share before and after introduction of high-speed trains Before 24% 69% 7% After 56% 39% Madrid Seville Percentage share before and after introduction of high-speed trains Before After 3% Connections As witnessed in several examples across the EU, connecting high speed trains to airports and local public transport will further boost the competitiveness of rail transport. With the introduction of high-speed rail systems, a fundamental shift in passenger volumes to more eco-friendly rail services has been witnessed. 33% 67% 84% 16%

Paris to Frankfurt: a comparison 11 Environmental impact High-speed services Cross border cooperation Cost competetiveness 43-399 16kg 63kg 83kg 3.49 hours Fr De 39-123 83 Paris - Frankfurt CO2 emissions per passenger The introduction of the high-speed Paris-Frankfurt line increased the competitiveness of railways by cutting the total travel time from 6.15 to 3.49 hours. The services are not only operated by the French TGVs but also by ICEs of Deutsche Bahn. The project is therefore a well suited example of cross border cooperation in transport. Average cost (booking at least 1 week in advance, car cost includes fuel only) Frequency of service Total travel time 3.49 Every 3-4 hours Every hour 3.37 4.59 Rail is by far the most environmentally friendly mode of travelling and only insignificantly slower than a plane on certain routes. With travel times dropping dramatically over the last two decades, rail has never been more attractive.

A promising future 12 The European Rail Supply industry plays a key role in mobility in the EU and for the European economy in general: the modal share for rail is expected to grow and the industry provides many jobs throughout the EU. The European Rail Supply Industry should be considered as a primary industry by the European Commission, alongside the supply industry in the other transport modes (automobile, airplane, and ship manufacturers). The industry provides the most environmentally friendly transport mode and is intently focused on innovation to allow the European rail supply industry, which is currently the leader of the global market for rail products, to maintain their position. The European Rail Supply Industry would like to work with the European institutions to build a policy roadmap for the industry over the next 5 years. Put simply, the European Rail Supply industry is a key enabler for European mobility and EU competitiveness and as such is a primary industry in Europe.

Connect - Contact - Control unife.org UNIFE Members Associated Members intecs the Brainware company For more information please contact: John Harcus Head of Communications john.harcus@unife.org Leonardo Dongiovanni Public Affairs Manager leonardo.dongiovanni@unife.org