對輪胎的電動車(EV)的影響(～2027年)

全球EV用輪胎的市場規模，估計從2022年的156億美元到2027年達到462億美元，預計以24.3％的年複合成長率成長。

本報告提供全球輪胎市場相關調查，電動車(EV)的轉移，對至2027年的輪胎市場必要條件和需求有怎樣的影響的分析與預測。

目錄

摘要整理

簡介與調查手法

市場概要

• 宏觀層面趨勢
  • 人口和流動性
  • 景氣
  • 貿易和供應鏈
  • 商品的價格和可得性
• 技術概要
  • 車輛技術
  • 輪胎技術
• 法規環境
  • 排放
  • 耗油量
  • 輪胎的噪音
  • 輪胎摩耗粒子
  • 輪胎的標記
• 永續性
  • 輪胎對生命週期和環境的影響
  • 再生永續的資源
  • 輪胎的回收和可回收性
• 用戶必要條件
  • 各流通管道/客戶類型
  • 各最終用途/車輛類型
• 產業結構和主要企業

電動車(EV)和輪胎的行動的演進

• EV和EV用輪胎的普及相關的行動趨勢
  • 電源
  • 電動車(EV)技術
  • 政治與法規趨勢
  • EV的經濟學
  • EV和輪胎的銷售，服務，流通
• 關聯的行動趨勢

EV用輪胎的最尖端科技開發

• EV用輪胎技術的樣子
  • 原料
  • 製造流程
  • 輪胎的設計
  • 效能屬性
• 關聯的運輸技術趨勢的輪胎的影響

電動車(EV)用輪胎市場:各最終用途

• 輕車輛EV用輪胎市場
• 卡車、巴士EV用輪胎市場
• 摩托車EV用輪胎市場

電動車(EV)用輪胎市場:各地區

• 亞太地區
• 歐洲
• 北美
• 中南美
• 中東、非洲

機會及未來預測

• 預測期間以後預測
• 輪胎廠商的機會和威脅
• 企業策略和產業結構的演進

Report Features:

• The global market for EV tires is forecast to increase from an estimated $15.6 billion in 2022 to $46.2 billion in 2027

• The compound annual growth rate (CAGR) for EV tires for the report period is 24.3%

• EVs are placing further demand on tire developers to deliver ever lower rolling resistance, road noise and particle generation.

This report analyses and forecasts how the move to electric vehicles will impact tire market requirements and demand to 2027. Based on in-depth assessments of new mobility, car sharing, new technology and performance requirements, the study identifies the comprehensive range of trends associated with the transition to electric vehicles. The report also provides detailed forecasts of the future scenarios for the tire industry, and the impact on the value chain - from materials supply, through manufacturing, and beyond. With OEMs committed to electrification, this report looks at the increasing threat of total conventional vehicle phase-out just beyond the forecast period.

Our exclusive content

The push for electric mobility and EV-specific tires remains strong due in large part to unwavering intensified government and corporate support. Even with significant previous development of 'green' tires in past years, the accelerating market expansion of EVs is requiring tire makers to innovate in the areas of supporting increased vehicle weight and torque, extending battery range through reduced rolling resistance and delivering a nearly silent ride for passenger comfort in the vehicle cabin.

What will you discover?

• Technology developments are covered in this report from the perspectives of consumers, producers and vehicle suppliers, including new feedstocks and materials, evolving performance parameters, new tire designs, capabilities and value

• Across the end-use sectors and global regions, EV tire demand is driven by global agreements, greenhouse gas emissions regulation, and technology subsidies and mandates

• The momentum for EVs and EV tire uptake continues despite threatened or actual recession, inflation, war escalation/expansion, or worse financial and supply chain crises.

The Smithers methodology

This report is based on extensive primary and secondary research. Primary research consisted of targeted interviews with material suppliers, tire OEMs and experts drawn from key markets. This was supported by secondary research in the form of extensive literature analysis of published data, official government statistics, domestic and international trade organisation data, company websites, industry reports, trade press articles, presentations, and attendance at trade events.

Who should buy this report?

• Tire makers
• Producers of tire materials
• Equipment suppliers to the tire industry
• Participants in the tire markets value chain
• Industry analysts and researchers

About the author

Arthur Mayer has many years of experience in the tire industry, working in a variety of roles at Dealer Tire and as a contract writer and consultant covering a wide range of nontechnical tire topics for Smithers and its clients. He was a speaker at recent Smithers' Traction conferences, covering the fast-emerging area of sensors and intelligent tires.

Table of Contents

Executive summary

• Overall market forecast
• Key industry characteristics and drivers
• Mobility evolution
• EV tire technology developments
• End-use markets
• Regional markets
• Supplier opportunities

Introduction and Methodology

• Introduction
• Scope
• Methodology
• Definitions

Market overview

• Macro level trends
  • Population and mobility
  • Economic performance
  • Trade and supply chain
  • Commodity prices and availability
• Technology overview
  • Vehicle technology
  • Tire technology
• Regulatory environment
  • Emissions
  • Fuel economy
  • Tire noise
  • Tire wear particles
  • Tire labelling
• Sustainability
  • Tire lifecycle and environmental impact
  • Renewable and sustainable resources
  • Tire recycling and recyclability
• User requirements
  • By channel/customer type
  • By end use/vehicle type
• Industry structure and key players

Mobility evolution of electric vehicles and tires

• Mobility trends related to EV and EV tire uptake
  • Power sources
    • Conventional fuel availability and pricing
    • Electricity availability and pricing
  • Electric vehicle technologies
    • Charging technologies and infrastructure
    • Battery materials
    • Battery performance and lifecycle
  • Political and regulatory trends
    • EV mandates and ICE phase out
  • EV economics
    • EV pricing and ownership
    • EV operation and cost
  • EV and tire sales, service, and distribution
    • OE and aftermarket sales and service
    • Tire distribution channels
• Related mobility trends
  • Premium/prestige segment
  • Fleet ownership of vehicles
  • Shared transportation
  • Autonomous vehicles (AV)

Cutting-edge technology developments in EV tires

• Aspects of EV tire technologies
  • Raw materials
  • Manufacturing processes
  • Tire designs
  • Performance attributes
• Tire impacts of related transportation technology trends
  • Premium/prestige segment
  • Fleet ownership of vehicles
  • Shared transportation
  • Autonomous vehicles (AV)

Tires for electric vehicles market by end use

• Light vehicle EV tire market
  • Market characterization and drivers
  • Vehicle types and tire requirements
  • Tire trends and developments
  • Regional considerations
• Truck and bus EV tire market
  • Market characterization and drivers
  • Vehicle types and tire requirements
  • Tire trends and developments
  • Regional considerations
• Motorcycle EV tire market
  • Market characterization and drivers
  • Vehicle types and tire requirements
  • Tire trends and developments
  • Regional considerations

Tires for electric vehicles market by region

• Asia-Pacific
  • Regional EV uptake drivers and trends
  • EV tire market
  • Regional business, manufacturing, and supply trends
  • EV and EV tire trends in China
• Europe
  • Regional EV uptake drivers and trends
  • EV tire market
  • Regional business, manufacturing, and supply trends
  • Western vs Central/Eastern Europe EV tire trends
• North America
  • Regional EV uptake drivers and trends
  • EV tire market
  • Regional business, manufacturing and supply trends
• South and Central America
  • Regional EV uptake drivers and trends
  • EV tire market
  • Regional business, manufacturing, and supply trends
• Middle East and Africa
  • Regional EV uptake drivers and trends
  • EV tire market
  • Regional business, manufacturing, and supply trends

Opportunities and future outlook

• Outlook beyond the forecast period
  • Ongoing and emerging unmet needs in EV tires
  • Regulatory outlook
  • Confluence of electric, autonomous, and shared trends
  • Emerging materials and technology outlook
  • Changing supply chains
• Opportunities and threats for tire manufacturers
• Company strategy and industry structure evolution

Tables

• Abbreviations used
• Top five drivers and trends, 2022-27
• Global GDP growth outlook
• New technology trends impacting EV tires
• EV tire technology issues by performance attribute
• Regulatory and government policy issues and outlook
• Key countries' targets to reduce CO2 emissions
• OEM electrification initiatives and targets
• Main tire features by end use
• Key EV tire manufacturers
• Energy supply issues and outlook
• EV recharging infrastructure deployment efforts
• Vehicle range/EV battery improvements/impact on EV tires
• Battery raw materials requirements and constraints
• Key regulations and adoption schemes
• ICE phase-out initiatives and mandates
• Vehicle cost model trends and impact on EV tires
• Mobility technology evolution impact on EV and EV tire market participants
• EV/premium tire trend overlap and divergence
• EV/fleet tire trend overlap and divergence
• EV/shared tire trend overlap and divergence
• EV/AV tire trend overlap and divergence
• EV tire raw materials trends
• EV tire manufacturing process trends
• EV tire design trends
• EV tire performance attributes
• Tire property issues for the different electric propulsion systems
• Electric vehicle tires market by end use, 2017-27, by value ($ million)
• Electric vehicle tires market by end use, 2017-27, by volume (million units)
• End-use sector highlights and trends in EV tires
• Electric vehicle tires market for light vehicles, 2017-27, by value ($ million)
• Electric vehicle tires market for light vehicles, 2017-27, by volume (million units)
• Examples of light vehicle EV tires
• Electric vehicle tires market for trucks and buses, 2017-27, by value ($ million)
• Electric vehicle tires market for trucks and buses, 2017-27, by volume (million units)
• Examples of truck and bus EV tires
• Electric vehicle tires market for motorcycles, 2017-27, by value ($ million)
• Electric vehicle tires market for motorcycles, 2017-27, by volume (million units)
• Examples of motorcycle EV tires
• Electric vehicle tires market by region, 2017-27, by value ($ million)
• Electric vehicle tires market by region, 2017-27, by volume (million units)
• Regional highlights and trends in EV tires
• Asia-Pacific electric vehicle tires market 2017-27, by value ($ million)
• Asia-Pacific electric vehicle tires market 2017-27, by volume (million units)
• Europe electric vehicle tires market 2017-27, by value ($ million)
• Europe electric vehicle tires market 2017-27, by volume (million units)
• North America electric vehicle tires market 2017-27, by value ($ million)
• North America electric vehicle tires market 2017-27, by volume (million units)
• Central and South America electric vehicle tires market 2017-27, by value ($ million)
• Central and South America electric vehicle tires market 2017-27, by volume (million units)
• Middle East and Africa electric vehicle tires market 2017-27, by value ($ million)
• Middle East and Africa electric vehicle tires market 2017-27, by volume (million units)
• SWOT analysis for material suppliers
• SWOT analysis for tire manufacturers
• SWOT analysis for OEMs
• SWOT analysis for vehicle owner/ Operator

Figures

• Electric vehicle tires market by end use, 2017-27, by value ($ million)
• Electric vehicle tires market by end use, 2017-27, by volume (million units)
• Electric vehicle tires market by end use 2022, by value (% share)
• Electric vehicle tires market by end use 2027, by value (% share)
• Electric vehicle tires market value growth by end use, 2017-22 and 2022-27 (CAGR)
• Electric vehicle tires market by region 2022, by value (% share)
• Electric vehicle tires market by region 2027, by value (% share)
• Electric vehicle tires market value growth by region, 2017-22 and 2022-27 (CAGR)
• EV tires industry value chain
• Dissipated energy due to tires
• Sources of tire rolling resistance losses
• Electric vehicle tires market by end use, 2017-27, by value ($ million)
• Electric vehicle tires market share by end use, 2022, by value (% share)
• Electric vehicle tires market share by end use, 2027, by value (% share)
• Electric vehicle tires market value growth by end use, 2017-22 and 2022-27 (CAGR)
• Electric vehicle tires market by end use, 2017-27, by volume (million units)
• Electric vehicle tires market share by end use, 2022, by volume (% share)
• Electric vehicle tires market share by end use, 2027, by volume (% share)
• Electric vehicle tires market growth by end use, 2017-22 and 2022-27 (CAGR)
• Electric vehicle tires market for light vehicles, 2017-27, by volume (million units)
• Region share of light vehicle EV tire market volume, 2022 (% share)
• Region share of light vehicle EV tire market volume, 2027 (% share)
• Light vehicle EV tires market volume growth by region, 2017-22 and 2022-27 (CAGR)
• Electric vehicle tires market for trucks and buses, 2017-27, by volume (million units)
• Region share of truck and bus EV tire market volume, 2022 (% share)
• Region share of trucks and bus EV tire market volume, 2027 (% share)
• Truck and bus EV tires market volume growth by region, 2017-22 and 2022-27 (CAGR)
• Electric vehicle tires market for motorcycles, 2017-27, by volume (million units)
• Region share of motorcycle EV tire market volume, 2022 (% share)
• Region share of motorcycle EV tire market volume, 2027 (% share)
• Motorcycle EV tires market volume growth by region, 2017-22 and 2022-27 (CAGR)
• Electric vehicle tires market by region, 2017-27, by value ($ million)
• Electric vehicle tires market by region, 2022, by value (% share)
• Electric vehicle tires market by region, 2027, by value (% share)
• Electric vehicle tires market value growth by region, 2017-22 and 2022-27 (CAGR)
• Electric vehicle tires market by region, 2017-27, by volume (million units)
• Electric vehicle tires market by region, 2022, by volume (% share)
• Electric vehicle tires market by region, 2027, by volume (% share)
• Electric vehicle tires market volume growth by region, 2017-22 and 2022-27 (CAGR)
• Asia-Pacific electric vehicle tires market 2017-27, by volume (million units)
• End-use share of Asia-Pacific EV tire market volume, 2022 (% share)
• End-use share of Asia-Pacific EV tire market volume, 2027 (% share)
• Asia-Pacific EV tires market volume growth by end use, 2017-22 and 2022-27 (CAGR)
• Europe electric vehicle tires market 2017-27, by volume (million units)
• End-use share of Europe EV tire market volume, 2022 (% share)
• End-use share of Europe EV tire market volume, 2027 (% share)
• Europe EV tires market volume growth by end use, 2017-22 and 2022-27 (CAGR)
• North America electric vehicle tires market 2017-27, by volume (million units)
• End-use share of North America EV tire market volume, 2022 (% share)
• End-use share of North America EV tire market volume, 2027 (% share)
• North America EV tires market volume growth by end use, 2017-22 and 2022-27 (CAGR)
• South and Central America electric vehicle tires market 2017-27, by volume (million units)
• End-use share of South and Central America EV tire market volume, 2022 (% share)
• End-use share of South and Central America EV tire market volume, 2027 (% share)
• South and Central America EV tires market volume growth by end use, 2017-22 and 2022-27 (CAGR)
• Middle East and Africa electric vehicle tires market 2017-27, by volume (million units)
• End-use share of Middle East and Africa EV tire market volume, 2022 (% share)
• End-use share of Middle East and Africa EV tire market volume, 2027 (% share)
• Middle East and Africa EV tires market volume growth by end use, 2017-22 and 2022-27 (CAGR)
• Threats and opportunities throughout the value chain due to electrification