Since our last report in 2008, the world of tires has changed radically. It has moved swiftly from bust to boom. The current picture is of strong demand, shortage of capacity and rising raw materials prices as shortages bite. The recession of 2008-2009 significantly accelerated the steady move in the balance of power in the tire industry to Asia, away from the US and Europe.
What Is A Tire?
Big picture
Raw materials
Globalisation
Segments, sectors, and branding
Technology
Low-cost manufacture
China
Legislation
Internal Drivers and Change
Winter tyres
Consumer Vehicles
Commercial Vehicles
Promotion
External Drivers
Raw Materials
Making natural rubber
Butadiene is also in short supply
Legislation
Environmental Issues
Diversification
OE Relationships
Tyre Labelling
Japan – labels and experience
Europe – Labelling scheme and expectations
United States
Marketing communications
On-line sales
Retail and Service
Key Profit Opportunities
Car/Light Truck
Winter Tyres
Runflat Tyres
Truck Tyres
Moto Tyres
Aircraft Tyres
Agricultural
Off-Road
Technologies
Fillers – Starch, Silica, Carbon Black
Bio technology
Extended Mobility
Sensors in the Tyre
Compounding Ingredients
Reinforcement
Steelcord
Manufacturing Technology
Recycled rubber
Industry Response
Bridgestone
Goodyear
Continental
Pirelli
Yokohama
Hankook
Apollo
Europe
Overview
Investments
Apollo Tyres Ltd.
Bridgestone Corp.
Dunlop Aircraft Tyres Ltd.
Goodyear
Hankook Tyre Co. Ltd.
North America
Overview
Investments
Group Michelin
Bridgestone Corp.
Carlisle Tyre & Wheel Co.
CGS A.S. / Mitas
Cooper Tyre & Rubber Co.
Continental AG
Goodyear
Pirelli
Toyo Tyre North America Manufacturing Inc.
Tyre tariffs
Manufacturing capacity
China
Overview
New industrial policy
Investments
Cheng Shin Rubber Co. Ltd.
Cooper Tyre & Rubber Co.
Double Coin Holdings
Good Friend Tyre Co.
Goodyear
Hankook Tyre Co. Ltd.
Group Michelin
Pirelli
Sumitomo Rubber Industries Ltd.
Toyo Tyre & Rubber Co. Ltd.
Triangle Group Co. Ltd.
Upstream supply industries
Tyre makers must meet new rules
Waste tyre plan
History
Russia
Economy
Russian Tyre Market Structure
Russian State steps in as Sibur moves out of tyre building
Expansion projects
Continental
Nizhnekamskshina
Michelin
Nokian Tyres
Yokohama Rubber Co. Ltd.
The Replacement Markets
Other Asia
Korea and the Global Tyre Market
Expansions
Bridgestone Corp.
Danang Rubber JSC
Hangzhou Zhongce Rubber
Hankook Tyre Co. Ltd.
Nexen Tyre Corp.
Toyo Tyre & Rubber Co. Ltd.
Yokohama Rubber Co. Ltd.
South America
Economy
Expansion projects
Continental
Pirelli & C. S.p.A.
FATE S.a.r.l.
Sumitomo Rubber Industries
Market conditions
India
Investments listed by company
Apollo Tyres Ltd.
Balkrishna Industries (BKT)
Bridgestone
JK Tyre & Industries Ltd.
Michelin
Road building
List of Tables and Figures
Figure 1: Global Tire sales since 1990
Figure 2: Global Tire production – 2010 compared with 2015
Figure 3: LV and MHCV Tire forecasts
Figure 4: 2010 Light vehicles and truck sale shares by region and channel
Figure 5: World market tire growth out to 2015 (in USD billion)
Figure 6: EU truck tyre sales – ETRMA 2003-2010
Figure 7: Advanced v. Emerging market tire sales to 2019
Figure 8: Butadiene Demand to 2014
Figure 9: MS Tire Input Price Index
Figure 10: Chart of price trend in Sicom prices for last 3,650 days (10 years) Price in US cents/kg
Figure 11: Chart of price trend in Sicom prices for last 1,180 days (Price in US cents/kg)
Figure 12: Global Natural Rubber Scenarios to 2019
Figure 13: Natural Rubber Recovery
Figure 14: Butadiene monomer prices
Figure 15: Olefin Cracker Yields, (MT for MT of Feedstock)
Figure 16: HD Silica, bifunctional silane vs. standard Carbon Black
Figure 17: Japanese tire marking labels
Figure 18: European tire marking labels
Figure 19: Tyre performance compared to EU regulations
Figure 20: European tire marking labels
Figure 21: High demand for mobility services
Figure 22: For Fleets, reliable tires are important
Figure 23: Braking distances in wet, snowy and icy conditions on winter tires compared with standard
Figure 24: Mandatory requirements of winter tires in European countries
Figure 25: Winter tire market penetration in the Netherlands
Figure 26: Regional Demand: Carbon Black v. Highly Dispersable Silica in Passenger Tires
Figure 27: Truck Tire Sales in Europe to 2003–2010
Figure 28: Passenger Car Tire Sales in Europe 2003–2010
Figure 29: OE light vehicle tyre growth in Europe
Figure 30: Replacement light vehicle tyre growth in Europe
Figure 31: OE Truck Tire Growth in Europe
Figure 32: Replacement Truck Tire growth in Europe
Figure 33: EU Passenger Tire Replacement Volumes (in millions)
Figure 34: EU Truck Tire Replacement Volumes (in millions)
Figure 35: Manufacturer Market Share in European Passenger Tires
Figure 36: Manufacturer Market Share in European Truck Tires
Figure 37: EU Tire imports – 200 compared with 2009
Figure 38: EU-27 Tire exports by region in 2009
Figure 39: EU trade of Tires in units
Figure 40: Tire producing plants in the European Union
Figure 41: US and Canadian Tire shipments in millions 2005–2011
Figure 42:North American Tires sales 2009 and 2010 (in millions of USD)
Figure 43: North American Market Share
Figure 44: US Passenger Car Replacement Volumes (in millions)
Figure 45: US Truck Replacement Volumes (in millions)
Figure 46: Consumer market share of manufacturer brands
Figure 47: U.S. Replacement market brand shares
Figure 48: North American Passenger Tires market share 2002–2010
Figure 49: North American Truck Tires market share 2002–2010
Figure 50: Imports into U.S. market
Figure 51: Effect of import duties on tire imports
Figure 52: Number of tyre factories – the shift to the East
Figure 53: Daily Tire production by state/province
Figure 54: OE Passenger Tire L-T Tire Market
Figure 55: Rising Rubber Consumption in China
Figure 56: Mix of Chinese tire imports into U.S. and EU
Figure 57: OE light vehicle tire growth in China
Figure 58: Replacement light-vehicle tire growth in China
Figure 59: OE Truck tire growth in China
Figure 60: Replacement Truck tire growth in China
Figure 61: Chinese capacity versus output 2001-2008
Figure 62: Russia’s GDP growth
Figure 63: Asian Tyre Market
Table 1: Share of world tire production by geographic region in 2008
Table 2: Tire production by leading manufacturing countries
Table 3: Tire Manufacturers profitability in 2010
Table 4: The number of major international auto car tyres Commodity Trends (2010) (Unit:%)
Table 5: European Car Sales (Units in Thousands)
Table 6: Plant Capacities of North America
Table 7: Number of factories in N America (mid 2010)
Table 8: Tyre production by leading manufacturing countries (units 106)
Table 9: Top domestic Chinese tyre makers
Table 10: Chinese Tire sales against capacity
Table 11: Russian Tyre Plant Data
Table 12: World Leaders in New Tyre Sales (US$bn)
Table 13: Major Tire Projects completed or scheduled for completion during 2010–2013
22.09.23 - 15:09
AVTOVAZ began sales of LADA Granta Sport
