SAMPLE: Tyres and wheels intelligence service. Generated: July 9, 2018

Transcription

1 SAMPLE: Tyres and wheels intelligence service Generated: July 9, 2018

2 Table of contents Table of contents Introduction... PESTER Analysis... Political... The introduction of tyre labelling in the EU in 2012 is a significant political intervention in the industry.... The tyres industry is a politically sensitive one because of its size, environmental impact and multinational ownership... Economic... Although the tyre market has been growing albeit at a modest rate year-on-year the industry has not been particularly profitable.... Even though the largest largest companies have a turnover in excess of US$20 billion, they remain largely specialist tyre manufacturers.... The last 30 years have seen a dramatic concentration in the number of major players in the market.... The world tyre market is essentially a replacement market in terms of volume and value.... Tomorrow s tyre market is expected to be led by the ultra high-performance (UHP) tyres.... Social... To most motorists, tyres are round, black and boring.... With automakers under pressure to produce more fuel-efficient cars, it is hardly surprising to see them eliminating the spare wheel, thereby shedding up to 30 pounds in one stroke.... Technological... Perhaps the most dramatic innovation in tyre technology over the past decade or so has been the development of the run-flat tyre.... Reducing road noise from tyres has been the subject of intense research over the years.... The increasing segmentation of the car market has led directly to a much more complex segmentation of the tyre market.... When it comes to re-inventing the wheel, Hankook says it has taken concepts originally developed by Bridgestone and other companies to the next level.... Environmental... "Green tyres" are said to be one of the most efficient methods for drivers to cut the cost of motoring and protect the environment.... Meanwhile, China's Rubber Industry Association (CRIA) has launched a programme to develop green tyres.... Regulatory... A number of other tyre regulations are being rolled out in Europe, including those relating to rolling resistance, tighter controls on chemical substances, noise emissions and wet grip.... Given the tyre market is globalising, tyre labelling is even more important in low cost regions of Asia.... Tyre labelling is with us in Europe.... While tyre labelling is topical given its recent launch in Europe, another rule requiring that all new cars must be fitted with tyre pressure monitoring systems (TPMS) also recently swung into force in Europe.... Companies... Tyre companies... Apollo Tyres...

3 Table of contents Bridgestone Corporation... Customers and contracts... Infrastructure... Continental AG... Cooper Tire & Rubber Co... Goodyear Tire & Rubber Company... Infrastructure... Merger and acquisition activity... Organisational structure... Hankook Tire Co., Ltd... Customers and contracts... Infrastructure... Merger and acquisition activity... Products... Kumho Tire Co., Ltd... Kumho's infrastructure... Organisational structure... Products... Michelin SCA... Infrastructure... Pirelli & C. S.p.A.... Sibur Russian Tyres... Sumitomo Corporation... Infrastructure... Products... Toyo Tire and Rubber Co, Ltd... Infrastructure... Merger and acquisition activity... Products... Yokohama Tire Corporation... Infrastructure... Others... Al-Amoudi Group... Cheng Shin Rubber... Giti Tire... Lanxess...

4 Table of contents Maxxis... Multistrada Arah Sarana... ND Rubber... Nexen Tire... Nokian Tyres... PT Gajah Tunggal... Sailun Tyre... Trelleborg AB... Triangle Tire... Wheel companies... Accuride Corporation... Alcoa, Inc... AMW... Borbet... Central Motor Wheel (CMW)... CiTiC Dicastal Wheel Manufacturing... Enkei... Magnetto... Maxion Wheels... Mefro... Otto Fuchs... Ronal AG... Steel Strips Wheels... Superior Industries International Inc.... Topy Industries Ltd... Uniwheels... Wheels India... Others... Forecasts... Tyres... Wheels... Aluminium wheels... Regional markets... Australia... China...

5 Table of contents Europe... India... Iran... Japan... Korea... Mercosur... North America... Other Asia... Russia... South Africa... Thailand... Worldwide... Steel wheels... Markets... Markets - tyres... Emerging markets... Market shares... Asia... Europe... North America... Market trends... Korean Free Trade Agreement... Winter tyre regulations... Markets - wheels... Europe... Global overview... Japan... North America... Other markets... Technologies... Technologies - tyres... Commercial vehicle tyres... Commercial tyres from Toyo Tires... Continental rolls out its VancoEco tyre... Light truck tyres from Continental...

6 Table of contents Yokohama Rubber's inner liner for commercial vehicle tyres... Other innovations... Passenger car tyres... Bridgestone's airless tyre concept... Bridgestone's Large & Narrow concept tyre... Continental's 'quieter' tyres... Ford uses cross-functional team to develop tyres... Green tyres can cut the cost of motoring, says university researchers... Michelin uses sunflower oil to make tyres... Michelin's Energy E-V tyres... Michelin's Energy XM2 tyre... Yokohama lowers aerodynamic drag... Yokohama's material inner liner... Run-flat tyres... Bridgestone s solution... Continental's solution... Goodyear's solution... Tyre labelling... Tyre pressure monitoring systems (TPMS)... Bendix's solution... Bosch's solution... Bridgestone's solution... Continental's solution... Dana's solution... Freescale Semiconductor's solution... Goodyear's solution... Meritor's aftermarket solution... Nissan's solution... TRW's solution... Technologies - wheels... Aluminium... Alcoa supplies lightweight wheels for the Ferrari 458 Italia... Alcoa's wide base aluminium wheels... Alcoa s Dura-Bright surface treatment... Forged aluminium wheels can reduce carbon footprint of commercial vehicles... Forged wheels from Alcoa...

7 Table of contents Tomorrow's aluminium wheels... Other... Lightweighting... Thermoplastic wheel rims... Wheel development process... Wheel trims... Steel... Advantages of steel wheels... Light weight steel wheel under development... Tomorrow's steel wheels...

8 Introduction Introduction About this service This service for tyres and wheels includes market trends, shares and forecasts as well as a technical round-up of various tyre and wheel related technologies together with brief company profiles. Our manufacturer market share estimates for cover: Global (OE and replacement tyres for passenger cars and light trucks; and the top three manufacturer shares of global tyre market ) Europe (OE and replacement tyres for passenger cars and light trucks; and OE and replacement tyres for medium- and heavy-duty trucks) Asia-Pacific (OE tyres for passenger cars and light trucks), Korea (OE tyres for passenger cars and light trucks; and replacement tyres for passenger cars and light trucks) North America (OE and replacement tyres for passenger cars and light trucks; OE and replacement tyres for commercial vehicles) Our forecasts cover OE road tyres fitted to light vehicles, taking into account the lack of spare tyre on certain vehicles and the steady increasing fitment of run-flat tyres on others. The wheel forecasts follow a similar methodology and forecasts aluminium and steel wheel market sizes... 1

9 PESTER Analysis PESTER Analysis Political The introduction of tyre labelling in the EU in 2012 is a significant political intervention in the industry. Since November 2012 tyres have been labelled in respect of fuel efficiency, wet grip and noise. For fuel economy and wet grip tyres are rated A to G. Tyre noise is graded in decibels, with the best r... Economic Although the tyre market has been growing albeit at a modest rate year-on-year the industry has not been particularly profitable. It is essentially a commodity industry and although it has high-tech products, the majority of its products are vulnerable to price competition from low-cost manufacturers. An obvious reaction has be... Social To most motorists, tyres are round, black and boring. We rarely give them a second thought. But the tyre is actually a highly complex product packed with advanced material engineering. And the industry itself is far from boring. It is an eco... Technological Perhaps the most dramatic innovation in tyre technology over the past decade or so has been the development of the run-flat tyre. Yet while run-flats have done a lot to improve vehicle safety, they still come with a high price tag and are heavier than conventional tyres. In the longer term, non-pneumatic tyre technology, which...

10 PESTER Analysis Environmental "Green tyres" are said to be one of the most efficient methods for drivers to cut the cost of motoring and protect the environment. This is shown in a recent study by the Technical University of Munich on behalf of Lanxess. For its part, Michelin s Primacy MXM4 passenger tyre incorporates one of the four primary types of... Regulatory A number of other tyre regulations are being rolled out in Europe, including those relating to rolling resistance, tighter controls on chemical substances, noise emissions and wet grip. Yet such regulations are there for a reason, of course, which is why tyre makers work closely with the government and the EU to ensure that the regulations that they put in place are worthy and usefu...

11 Companies Companies

12 Forecasts Forecasts This section sets out our estimates and forecasts of: OE tyres OE steel and aluminium wheels as fitted to newly-assembled light vehicles across X of the world s largest markets - which collectively account for more than X% of world light vehicle production. To give you the complete picture, each forecast group sets out the following tables in order: Market fitment/penetration percentage rates Market volume ( 000s) Our forecasts are not extrapolative but dependent on the underlying drivers of supply and demand. Each forecast is based on vehicle data prepared by our partner, LMC Automotive. The vehicle data (passenger cars and light commercial vehicles) includes:...

13 Markets Markets

14 Technologies Technologies

15 Sample forecast table Sample forecast table Market fitment/penetration rates of aluminium wheels fitted to newly-assembled passenger cars and light vehicles, , (%) Market North America X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Mercosur X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Western Europe X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Central Europe X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Russia X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Japan X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% China X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% India X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Korea X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Thailand X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Other Asia X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Iran X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% South Africa X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Australia X.X% X.X% X.X% X.X% X.X% Total X markets X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Source: just-auto, LMC Automotive and industry sources