北美小客车更换煞车售后市场的成长机会

製造商在已经成熟的细分市场中的竞争优势取决于创新、合作伙伴关係和永续解决方案

本研究评估了北美（美国和加拿大）1-3 类（小客车和轻型商用车）煞车零件售后市场的数量（2.355 亿件）和金额（37.9 亿美元）。该分析包括汽车煞车子类别的出货和收益，例如煞车片、煞车碟盘、煞车蹄片、煞车鼓、煞车卡钳和再製造煞车卡钳。

这项研究考察了替代率和製造商水准的平均价格，并提供了各种产品领域的预测，涵盖独立售后市场 (IAM) 和目的地设备供应商 (OES)配销通路。它还涵盖了各个产品子类别的配销通路份额（包括配销通路参与者的收益占有率）。

分析基准年为2022年，预测期间为2023年至2029年。除了市场趋势和主要供应商概况外，我们还讨论了与电动车等替代燃料汽车的出现、永续製造技术以及 VIO 数量上升的影响相关的行业成长机会。

目录

战略问题

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对北美小客车更换煞车售后市场的影响
• 成长机会推动Growth Pipeline Engine（TM）

成长环境

• 成长指标
• 出货和收益预测

调查范围

• 分析范围
• 产品部分
• 定义
• 依车龄预测汽车（内燃机）VIO
• 按国家分類的 VIO 预测

整体市场预测与趋势

• 主要发现
• 关键指标：北美小客车煞车更换售后市场
• 汇率走势
• 出货和收益预测：内燃机和电动车应用
• 出货与收益预测：ICE 应用
• 出货与收益预测：电动车应用
• 按产品类型分類的出货预测：ICE 应用
• 按产品类型分類的出货预测：电动车应用
• 按产品类型分類的收益预测：ICE 应用
• 按产品类型分類的销售预测：电动车应用
• 单位数量和收益预测：分析
• 整体价格分析：ICE应用
• 整体价格分析：电动车应用
• 按销售管道分類的销售额比例
• 按产品类型和销售管道分類的销售额比例
• 竞争分析：收益市场占有率
• CASE 对更换煞车市场的影响：2029 年

煞车片售后市场

• 主要成长指标
• 整体出货和收益预测：ICE和EV应用
• 出货与收益预测：ICE 应用
• 出货与收益预测：电动车应用
• 各细分市场出货率预测：ICE 应用
• 各细分市场出货比例预测：电动车应用
• 按细分市场分類的收益预测：ICE 应用
• 按细分市场分類的收益预测：电动汽车应用
• 价格分析：ICE应用
• 价格分析：电动车应用
• 竞争分析：收益市场占有率
• 按配销通路和交换型态收益占有率

煞车片售后市场

• 主要成长指标
• 出货和收益预测
• 各细分市场出货率预测：ICE 应用
• 按细分市场分類的收益比率预测：ICE 应用
• 平均价格分析
• 竞争分析：收益市场占有率
• 按配销通路和交换型态收益占有率

煞车碟盘售后市场

• 主要成长指标
• 出货和收益预测：内燃机和电动车应用
• 出货与收益预测：ICE 应用
• 出货与收益预测：电动车应用
• 各细分市场出货率预测：ICE 应用
• 各细分市场出货比例预测：电动车应用
• 按细分市场分類的收益预测：ICE 应用
• 按细分市场分類的收益预测：电动汽车应用
• 依产品出货率预测：新产品与表面处理产品的比较
• 依产品预测收益：新产品和表面处理产品的比较
• 价格分析：ICE应用
• 价格分析：电动车应用
• 竞争分析：收益市场占有率
• 按配销通路和交换型态收益占有率

煞车鼓售后市场

• 主要成长指标
• 出货和收益预测
• 按细分市场分類的出货收益比率预测：ICE 应用
• 各细分领域数量比例预测：ICE应用
• 平均价格分析
• 竞争分析：收益市场占有率
• 按配销通路和交换型态收益占有率

煞车卡钳售后市场

• 主要成长指标
• 出货和收益预测：内燃机和电动车应用
• 出货与收益预测：ICE 应用
• 出货与收益预测：电动车应用
• 各产品类型出货量占比预测：新车与再製造车比较
• 按产品类型分類的收益比例和预测： 按产品类型分類的出货预测： 新车和再製造车辆的比较
• 各细分市场出货率预测：ICE 应用
• 按细分市场分類的收益比率预测：ICE 应用
• 各细分市场出货比例预测：电动车应用
• 按细分市场分類的收益比率预测：电动车应用
• 价格分析：ICE应用
• 价格分析：电动车应用
• 竞争分析：收益市场占有率
• 按配销通路和替代模式收益占有率

配销通路分析

• 煞车片：零售供应商矩阵
• 煞车片：进入配销通路的市场占有率
• 煞车片：经销商品牌分析
• 煞车蹄片：零售供应商矩阵
• 煞车蹄片：配销通路进入市场占有率
• 煞车蹄片：经销商品牌分析
• 煞车碟盘：零售供应商矩阵
• 煞车碟盘：配销通路进入市场占有率
• 煞车碟盘：经销商品牌分析
• 煞车鼓：零售供应商矩阵
• 煞车鼓：配销通路进入市场占有率
• 煞车鼓：经销商品牌分析
• 煞车卡钳：零售供应商矩阵
• 煞车卡钳：配销通路进入市场占有率
• 煞车卡钳：经销商品牌分析

供应商简介

• 北美小客车更换煞车售后市场行业品牌概况
• MAT Holdings Inc.
• Friction One Brake Technology
• First Brands Group
• DRiV Automotive Inc., a Tenneco Company
• Winhere Brake Parts Inc.
• Rayloc, a Subsidiary of Genuine Parts Company
• Akebono Brake Corp.
• BBB Industries LLC.
• Cardone Industries Inc.
• EBC Brakes USA Inc.
• Brembo North America Inc.
• Bosch Auto Parts, a Division of Robert Bosch LLC.
• ZF-TRW Automotive

成长机会宇宙

• 成长机会1：电动车的出现
• 成长机会2：煞车再製造
• 成长机会3：利用电子商务

结

• 结论：三大预测

下一步

Manufacturers' Competitive Edge in an Already Mature Segment will Hinge on Innovation, Partnerships, and Sustainable Solutions

This study covers the class 1 -3 (passenger cars and light commercial vehicles) brake component aftermarket in North America (the United States of America and Canada), in terms of both volume (235.5 million units) and value ($3.79 billion). The analysis includes unit shipment and revenue by automotive brake subcategories, such as brake pads, brake rotors, brake shoes, brake drums, brake calipers, and remanufactured brake calipers.

The research discusses replacement rates and average manufacturer-level prices and presents forecasts across different product segments, covering both the independent aftermarket (IAM) and original equipment supplier (OES) distribution channels. It also covers the share of distribution channels held across various product subcategories, including the revenue share of distribution channel participants.

The base year for analysis is 2022 and the forecast period is from 2023 to 2029. In addition to market trends and profiles of key suppliers, industry growth opportunities tied to the emergence of alternative fuel vehicles (such as electric vehicles), sustainable manufacturing technologies, and the impact of escalating VIO figures are discussed.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the North American Passenger Vehicle Replacement Brakes Aftermarket
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Growth Metrics
• Unit Shipment and Revenue Forecast

Research Scope

• Scope of Analysis
• Product Segmentation
• Definitions
• VIO Forecast by Vehicle (ICE) Age
• VIO Forecast by Country

Total Market Forecasts and Trends

• Key Findings
• Key Indicators: NA Passenger Vehicle Brake Replacement Aftermarket
• Replacement Rate Trend
• Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Unit Shipment Forecast by Product Type: ICE Applications
• Unit Shipment Forecast by Product Type: EV Applications
• Revenue Forecast by Product Type: ICE Applications
• Revenue Forecast by Product Type: EV Applications
• Unit and Revenue Forecast: Analysis
• Overall Pricing Analysis: ICE Applications
• Overall Pricing Analysis: EV Applications
• Percent of Revenue by Distribution Channel
• Percent Revenue Breakdown of Distribution Channel by Product Type
• Competitive Analysis: Revenue Market Share
• CASE Impact on Replacement Brakes Aftermarket: 2029

Brake Pads Aftermarket

• Key Growth Metrics
• Overall Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Unit Shipment Forecast by Segment: EV Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: EV Applications
• Pricing Analysis: ICE Applications
• Pricing Analysis: EV Applications
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Shoes Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Average Pricing Analysis
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Rotors Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Unit Shipment Forecast by Segment: EV Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: EV Applications
• Percent Unit Shipment Forecast by Product: New vs. Resurfaced
• Percent Revenue Forecast by Product: New vs. Resurfaced
• Pricing Analysis: ICE Applications
• Pricing Analysis: EV Applications
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Drums Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast
• Percent Revenue Shipment Forecast by Segment: ICE Applications
• Percent Units Forecast by Segment: ICE Applications
• Average Pricing Analysis
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Calipers Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Percent Unit Shipment Forecast by Product Type: New vs. Remanufactured
• Percent Revenue Forecast by Product Type: New vs. Remanufactured
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Percent Unit Shipment Forecast by Segment: EV Applications
• Percent Revenue Forecast by Segment: EV Applications
• Pricing Analysis: ICE Applications
• Pricing Analysis: EV Applications
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Distribution Channel Analysis

• Brake Pads: Retail Supplier Matrix
• Brake Pads: Market Share of Distribution Channel Participants
• Brake Pads: Distributor Brand Analysis
• Brake Shoes: Retail Supplier Matrix
• Brake Shoes: Market Share of Distribution Channel Participants
• Brake Shoes: Distributor Brand Analysis
• Brake Rotors: Retail Supplier Matrix
• Brake Rotors: Market Share of Distribution Channel Participants
• Brake Rotors: Distributor Brand Analysis
• Brake Drums: Retail Supplier Matrix
• Brake Drums: Market Share of Distribution Channel Participants
• Brake Drums: Distributor Brand Analysis
• Brake Calipers: Retail Supplier Matrix
• Brake Calipers: Market Share of Distribution Channel Participants
• Brake Calipers: Distributor Brand Analysis

Supplier Profiles

• North American Passenger Vehicle Replacement Brakes Aftermarket Industry: Summary of Brands
• MAT Holdings Inc.
• Friction One Brake Technology
• First Brands Group
• DRiV Automotive Inc., a Tenneco Company
• Winhere Brake Parts Inc.
• Rayloc, a Subsidiary of Genuine Parts Company
• Akebono Brake Corp.
• BBB Industries LLC.
• Cardone Industries Inc.
• EBC Brakes USA Inc.
• Brembo North America Inc.
• Bosch Auto Parts, a Division of Robert Bosch LLC.
• ZF-TRW Automotive

Growth Opportunity Universe

• Growth Opportunity 1: Emergence of EVs
• Growth Opportunity 2: Brake Remanufacturing
• Growth Opportunity 3: Leveraging eCommerce

The Last Word

• The Last Word: 3 Big Predictions

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer