Face to face with Jan Aichinger

Face to face with Jan Aichinger

Jan Aichinger, managing director of MAN Automotive South Africa, has been re-elected as naamsaโ€™s vice president for the medium and heavy commercial vehicles (MHCV) segment. In a heart-to-heart chat with CHARLEEN CLARKE, he reflects on competition, transformation and resilience in a commercial vehicle market shaped by disruption, pragmatism and cautious optimism.

When Jan Aichinger was re-elected as naamsaโ€™s vice president for the medium and heavy commercial vehicles segment, it was less a victory lap than a reaffirmation of responsibility. As managing director of MAN Automotive South Africa, Aichinger finds himself at the intersection of market pressure, policy uncertainty and long-term transformation โ€“ a space that requires realism more than rhetoric.

โ€œThere are challenging times ahead of us in our industry,โ€ he says candidly. โ€œBut I am fully committed to serving naamsa and the entire commercial vehicle industry as the South African market transitions into a different era in the automotive future.โ€

That future, he argues, will be shaped not by bold promises but by disciplined execution.

A tougher market than before

When we last spoke at the beginning of 2025, expectations were bleak. โ€œYou asked me then, and I said I was expecting a brutal year,โ€ he recalls. โ€œThe question is whether it was as brutal as I expected.โ€

The answer, as is often the case in South Africaโ€™s commercial vehicle sector, is nuanced. โ€œWithin the European segment, weโ€™ve stabilised our market share,โ€ he explains. โ€œThat was not really our ambition. Keeping the same market share in a shrinking market isnโ€™t something to celebrate wildly. But if you look at it properly โ€“ and especially compared to our European peers โ€“ our market share has not declined, and that is an achievement.โ€

The numbers bear this out. MANโ€™s share of the European truck market in South Africa stood at 15.9% in 2023, dipped marginally to 15.5% in 2024, and recovered to 15.9% in 2025. โ€œSince 2021, the premium segment has declined constantly,โ€ Aichinger notes. โ€œThe budget (Japanese) segment has grown slightly, largely on the back of distribution, while the low-cost Chinese segment has increased dramatically.โ€

This shift is reshaping the competitive landscape โ€“ and posing hard questions for established OEMs.

The Chinese challenge is real

โ€œIn South Africa weโ€™re seeing how much of a threat the Chinese are,โ€ Aichinger says bluntly. โ€œItโ€™s no longer just about companies who cannot afford a premium truck turning to a Chinese vehicle.โ€

What has changed, he explains, is the buyer profile. โ€œWe are now seeing big companies buying Chinese products, so you cannot comfort yourself by saying, โ€˜Thatโ€™s not our customer.โ€™ It is our customer,โ€ he says.

Price, however, is not where Aichinger believes the real battle will be won. โ€œYou need to have a competitive advantage with your network, with the service you can provide, with a brand of quality,โ€ he says. โ€œThat is where we need to differentiate ourselves.โ€

For MAN, this means doubling down on service density, technician quality and long-term reliability โ€“ even as customers explore alternatives. โ€œWe need to explore new avenues on our side to attract customers,โ€ he adds. โ€œThat requires being honest about where we can win โ€“ and where we canโ€™t.โ€

Rethinking the used truck business

One of those avenues has been the used vehicle market, which has required sharper discipline than ever before. โ€œAt the beginning of 2025, we had too many used trucks in stock,โ€ Aichinger admits. The rule, he says, is simple. โ€œOn the used side, you have to turn the vehicles within six months maximum. Otherwise, youโ€™re destroying value.โ€ In response, MAN Automotive South Africa introduced three new initiatives โ€“ each aimed at creating liquidity, expanding reach and reducing risk.

The first was a focused push into Africa. โ€œWe hired someone who didnโ€™t come out of the industry, but who had lots of contacts into Africa. That was very deliberate,โ€ Aichinger says.

Competing with Chinese manufacturers north of South Africaโ€™s borders requires realism. โ€œIf you want to compete with the Chinese in the copper markets, youโ€™re not going to win with used vehicles,โ€ he says. โ€œThose transporters buy new Chinese vehicles.โ€ Instead, MAN has focused on other export sectors โ€“ and the results have been tangible.

Selling parts differently โ€“ and a global first

The second and third initiatives are arguably more radical โ€“ and have placed South Africa at the forefront of MANโ€™s global strategy. โ€œWe now have four product lines when it comes to parts: original parts, remanufactured parts, second-grade localised parts produced in South Africa and, now, used parts,โ€ย  Aichinger explains.

This fourth category is entirely new. โ€œI believe we are the only manufacturer in South Africa doing this,โ€ he says. โ€œAnd South Africa is the first MAN market worldwide to implement this product offering.โ€ The logic is compelling. โ€œWe are selling used vehicles to ourselves,โ€ he explains. โ€œWe disassemble them and sell the used parts.โ€

The implications for customers are significant. โ€œIf you have a major crash with a six-year-old vehicle, the insurance company might say itโ€™s a write-off,โ€ Aichinger says. โ€œBut that wonโ€™t necessarily happen if you can buy a used, fully trimmed cab.โ€ He pauses. โ€œYes, the cab may be five years old. But itโ€™s not older than the cab that was destroyed in the accident.โ€

In 2026, MAN expects to disassemble around 60 vehicles. โ€œThis is a completely new selling channel for us,โ€ he says. โ€œAt the same time, itโ€™s a real win for our customers; they can lower their expenses and grow their profits.โ€

Financing differently in a risk-averse world

Financing remains one of the biggest barriers in the used truck space โ€“ and one where Aichinger believes the industry still thinks too conservatively. โ€œIโ€™ve seen that banks are rather hesitant to finance used trucks,โ€ he says. โ€œBut they are perfectly happy to finance a new vehicle where you lose 20% the moment itโ€™s registered.โ€

The irony is not lost on him. โ€œIf something goes wrong in the first year, the loss on the bankโ€™s side is enormous,โ€ he says. โ€œWith a used truck, if an engine blows up, you have an opportunity.โ€ That opportunity, he explains, is to finance the repair. โ€œYou add it to the monthly instalment. The customer is grateful, and you end up with a loyal customer going forward.โ€

MAN has responded by strengthening its financial arm. โ€œWe have hired a new managing director at MAN Financial Services South Africa โ€“ Paul Uys,โ€ Aichinger says. โ€œHe came with a team of highly experienced experts. Together, weโ€™ve developed alternative structures for financing used vehicles.โ€ Customers, he adds, can also purchase warranties to further mitigate risk.

Products that quietly outperform

Despite the pressure on the premium segment, some MAN products have exceeded expectations. โ€œThe TGM has been a real success story in South Africa โ€“ to the point where we even ran short of stock last year,โ€ Aichinger says. The reason is straightforward. โ€œItโ€™s the only truck in its class with a proper sleeper cabin,โ€ he explains. โ€œItโ€™s not just a small little day cab, and that makes a real difference for customers.โ€

More product enhancements are coming. โ€œWe have some big news coming in 2026,โ€ he says with a smile. โ€œWatch this space!โ€

Getting closer to customers

Internally, MAN has also restructured to better reflect market realities. โ€œWe used to have three regions. Now we have four โ€“ Cape Town and the Garden Route, a central region, Gauteng, and KwaZulu-Natal โ€“ to get closer to the market,โ€ Aichinger elaborates.

Sales processes have also been streamlined. โ€œWe used to have our own retail team and then salespeople working for our dealers. That wasnโ€™t ideal; we were wasting capacity,โ€ย  he says. Today, all sales activity is centrally coordinated. โ€œPhilip Kalil-Zackey, our vice president truck sales and product, and his team are steering all the salespeople,โ€ Aichinger explains. โ€œWeโ€™ve opened up the Customer Relationship Management (CRM) system. Everyone works on the same platform.โ€

Dealer reaction has been positive. โ€œThey were very supportive, and so they should be. This will free up capacity and help with market penetration,โ€ he affirms.

Buses, batteries and patience

In the bus market, the past year delivered mixed emotions. โ€œWe were extremely successful last year, despite the fact that we didnโ€™t have the HB2,โ€ย  Aichinger says, acknowledging that this absence hurt: โ€œSome customers want a 4ร—2, 12-m, 65-seater, full automatic. If you donโ€™t have it, you canโ€™t sell it.โ€

Supply constraints will persist until 2027, meaning another tough year lies ahead. Still, the team adapted. โ€œThey secured lots of small orders,โ€ Aichinger says. โ€œIn a market dominated by big players, thatโ€™s impressive.โ€

Electric mobility is also moving from theory to reality. โ€œIn 2026, the City of Johannesburg has asked for electric bus tests,โ€ he says. โ€œTheyโ€™re inviting all manufacturers.โ€ But not everyone is ready: โ€œThere are not many who can actually deliver,โ€ Aichinger notes.

MAN can. โ€œWe want to deliver the first series vehicles to the Paruk Group,โ€ he says. โ€œThat order for 100 electric city buses is MANโ€™s largest eBus order outside Europe.โ€ Another milestone is securing the Passenger Rail Agency of South Africa (PRASA) tender, with Aichinger confirming that 17 coaches will be delivered in 2026.

Overall? โ€œI expect the bus market to be stable in 2026,โ€ he says.

Legislation is the real bottleneck

Looking ahead, Aichinger is clear that the industryโ€™s future will be shaped less by policy. โ€œMy wish for 2026 is more momentum with legislation,โ€ he says. โ€œWe need to move to Euro 5. If we donโ€™t watch the rest of the world, weโ€™re going to be disconnected.โ€

For him, the push is not ideological but practical. โ€œAs a major contributor to greenhouse gas emissions globally, transport has to change. That means a massive shift towards clean mobility solutions, particularly in road transport,โ€ he explains. Encouragingly, he notes that progress has already begun: โ€œSince 2022, weโ€™ve seen more electric trucks and buses entering the domestic market. Thatโ€™s a positive trend.โ€

Yet he is equally frank about the obstacles: โ€œThe upfront costs of these vehicles are still significantly higher than equivalent internal combustion engine (ICE) vehicles, and we simply donโ€™t have the public charging infrastructure along our transport corridors needed to make this work at scale.โ€

The introduction of new energy vehicles (NEVs) has also brought unintended consequences. โ€œFrom a manufacturerโ€™s perspective, NEVs come with a weight penalty of around three metric tonnes and a length penalty of up to 1.5m,โ€ Aichinger explains. โ€œThatโ€™s because you need large battery packs or gas tanks to achieve the required range.โ€

These penalties clash with existing regulations. โ€œOur trailer fleet โ€“ around 220,000 units โ€“ is legislated around ICE technology, so unless legislation is amended specifically for NEVs, operators are effectively penalised for trying to transition. We need regulatory relief on weight and length, so operators can continue using their existing trailers,โ€ he stresses.

Cleaner fuels remain another sticking point. โ€œCleaner Fuels 2 has been on the table since 2014. The implementation date has moved again and again, and now itโ€™s set for 1 July 2027. That date cannot move any further,โ€ he says. โ€œAt the same time, we need a firm, aligned date for the introduction of Euro 5 โ€“ ideally linked to Cleaner Fuels 2.โ€

What frustrates him most is fragmentation. โ€œWe need different government departments to deal with different pieces of legislation, but they must work hand in hand. We need the DTIC to take the lead, to coordinate these workstreams,โ€ he asserts. โ€œWe need it to be less bureaucratic โ€“ and we need it fast.โ€

Despite the challenges, Aichingerโ€™s commitment to the sector remains unwavering. โ€œThe significance of the MHCV industry to South Africaโ€™s economy is unquestionable,โ€ he emphasises. โ€œTransporting goods and people affects the entire economy.โ€

โ€œThere are challenging times ahead of us, but I am fully committed to serving naamsa and the entire commercial vehicle industry as we transition into a different era,โ€ Aichinger concludes. โ€œI invite my colleagues from all OEMs to join me on this journey. Letโ€™s combine our forces and develop a common, executable strategy โ€“ one that puts South Africa firmly on the road to zero emissions.โ€

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