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市场调查报告书
商品编码
1844032
2024-2031年全球汽车塑胶市场Automotive Plastics Market, Global, 2024-2031 |
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循环经济推动转型成长,日益关注永续聚合物
本研究报告对2021年至2031年全球汽车聚合物市场进行了全面分析,重点关注区域细分、收益和销售指标。透过检验历史数据并预测未来趋势,报告提供了2025年至2031年的七年预测,以2023年为基准年。
按细分市场
以美国为首的美洲地区是汽车塑胶的主要市场,拥有强大的汽车製造地和创新生态系统。为提高燃油经济性和减少排放气体而转向汽车轻量化,正在加速采用先进工程塑胶取代传统金属。欧洲仍然是汽车塑胶的成熟市场,该地区受严格的永续性和报废汽车管理法规环境的影响较大。
中东、非洲和南亚地区 (MEASA) 对汽车塑胶的采用情况存在差异,这反映了汽车市场的多样性,尤其註重能够承受极端温度和恶劣环境条件的材料。亚太地区是全球最大且成长最快的汽车塑胶市场,中国、日本和韩国在生产和消费方面均处于领先地位。中国是全球最大的汽车市场,正在推动主流汽车应用对聚丙烯 (PP) 和聚乙烯 (PE) 等传统塑胶的需求,而快速发展的电动车产业则为电池系统和轻量化解决方案中的工程塑胶创造了新的应用。
该调查方法按聚合物类型、最终用途和地区对销售和收益进行了详细分析,深入了解了推动成长的因素和潜在挑战。预测基于预期年复合成长率(CAGR),为市场发展提供了策略视角。
分析范围
三大战略重点对汽车塑胶产业的影响
变革大趋势
为什么
循环经济和永续性正在重塑汽车聚合物产业。欧盟 (EU) 规定到 2030 年汽车必须使用再生塑料,而目标商标产品製造商 (OEM) 也承诺推动这项变革,这不仅是监管障碍,更是汽车聚合物市场决定性的转变。永续性正从成本中心演变为竞争优势,尤其是在消费者愿意为环保汽车支付溢价的情况下。随着化学回收技术的成熟以及物料平衡认证在汽车树脂市场获得更广泛的认可,预计 2025 年至 2030 年间,汽车对再生塑胶的采用将加速。
弗罗斯特的展望
未来三到五年内,汽车树脂製造商必须透过在两个关键领域进行策略性投资,迅速从合规转向领导:
地缘政治动盪
为什么
随着聚合物製造商面临资源民族主义、贸易壁垒和区域永续性法规的挑战,地缘政治紧张局势正在改变汽车聚合物供应链并影响整个汽车聚合物市场。
俄罗斯与乌克兰、以色列与巴勒斯坦的衝突凸显了石化供应链的脆弱性,而中国在稀土元素领域的主导地位则影响着汽车聚合物市场的电动车转型。
弗罗斯特的展望
未来三到五年,聚合物生产预计将进一步区域化,导致许多与汽车塑胶市场区域化相关的市场出现产能重迭。开发商需要透过在其供应网络中建立冗余机制、开发替代原材料路线以及与多元化的区域供应商建立更牢固的伙伴关係关係来确保韧性。汽车製造商可以建立材料多样性计划,以减少对特定区域特定材料的依赖。这将需要投资研发能够使用稀土元素的替代催化剂、扩展回收技术以及开发能够整合汽车聚合物市场区域市场和闭合迴路系统的专有回收技术。
产业融合
为什么
汽车、消费性电子产品和储能之间的界线越来越模糊,对汽车聚合物市场的聚合物材料提出了全新的需求。
随着汽车越来越依赖软体以及电池技术不断发展,聚合物的应用范围正在超越传统的机械应用,包括温度控管、电磁屏蔽和适用于轻量化汽车材料市场的电池组件。
弗罗斯特的展望
在未来三到五年内,汽车聚合物市场的製造商可以优先开发多功能聚合物系统,同时解决电动车电池机壳和组件的温度控管、电磁相容性和结构要求。
为了确保未来储能材料的连结性,我们成立了专门研究聚合物和电子产品介面的研发团队,并与电池製造商和软体开发商合作,简化前置作业时间短、满足电气化和脱碳需求的材料的开发流程。
竞争环境
参赛者数
超过100
竞争因素
成本、性能、进度、支援、技术、可靠性、差异化等级、永续等级
按主要最终用户行业
汽车、储能、汽车电子产品
主要竞争对手
埃克森美孚、沙乌地基础工业公司、利安德巴塞尔、塞拉尼斯、道达尔能源、中石化、巴西石化、信实BASF、索尔维、阿科玛、东丽、英力士、科思创、信越化学、陶氏化学、Envalior
其他值得关注的竞争对手
中石油、北欧化工、神华、台塑、EMS-Grivory、杜邦、LG化学、乐天、盛禧奥、凡尔赛、西湖、赢创、威格斯、DIC
流通结构
直销、经销商
值得关注的收购与合併
2021年,盛禧奥收购了阿科玛的PMMA业务。
2023年,帝斯曼完成将其工程材料业务出售给Advent International和朗盛的合资企业Envalior。
驱动程式
成长抑制因素
Circular Economy is Driving Transformational Growth Due to Increased Emphasis on Sustainable Polymers
This study presents a comprehensive analysis of the global market for automotive polymers, with a focus on regional segmentation, revenue, and volume metrics from 2021 to 2031. By examining historical data and projecting future trends, the study offers a seven-year forecast from 2025 to 2031, using 2023 as the base year.
Segmentation by:
The Americas, with the United States at the forefront, represent a major market for automotive plastics, driven by the region's strong automotive manufacturing presence and innovation ecosystem. The shift toward vehicle lightweighting to improve fuel efficiency and reduce emissions has accelerated the adoption of advanced engineering plastics in place of traditional metals. Europe maintains a sophisticated market for automotive plastics, heavily influenced by the region's strict regulatory environment focused on sustainability and end-of-life vehicle management.
The MEASA region shows varied adoption of automotive plastics, reflecting the diverse nature of its automotive markets. These markets are particularly focused on materials that can withstand extreme temperatures and harsh environmental conditions. APAC represents the largest and fastest-growing market for automotive plastics, with China, Japan, and South Korea leading in both production and consumption. China's position as the world's largest automotive market drives massive demand for conventional plastics like PP and PE in mainstream vehicles, while its rapidly expanding EV sector is creating new applications for engineering plastics in battery systems and lightweighting solutions.
The study's methodology involves an in-depth analysis of the volume and revenue for each polymer type, end use, and region, providing insights into the factors driving growth and potential challenges. The forecast is based on the expected compound annual growth rates (CAGRs), offering a strategic view of the market's evolution.
Scope of Analysis
The Impact of the Top 3 Strategic Imperatives on the Automotive Plastics Industry
Transformative Megatrends
Why
Circular economy and sustainability are reshaping the automotive polymer industry. With European Union (EU) mandates on recycled plastic content in vehicles due by 2030 and the commitment of original equipment manufacturers (OEMs) to driving change, these are not just regulatory hurdles but market-defining shifts in the automotive polymers market. Sustainability is evolving from a cost center to a competitive advantage, particularly as consumers demonstrate increased willingness to pay premiums for eco-friendly vehicles. The timeline for the adoption of recycled plastics in vehicles is expected to accelerate between 2025 and 2030 as chemical recycling technologies mature and mass balance certification gains broader acceptance within the automotive polymers market.
Frost Perspective
Over the next 3 to 5 years, manufacturers of automotive polymers must pivot rapidly from compliance to leadership by investing strategically in 2 critical areas:
Geopolitical Chaos
Why
Geopolitical tensions are forcing polymer manufacturers to navigate resource nationalism, trade barriers, and regional sustainability regulations, thus changing automotive polymer supply chains and impacting the overall automotive polymers market.
The Russia-Ukraine and Israel-Palestine conflicts have highlighted vulnerabilities in the petrochemical supply chain, while China's dominance in rare earth elements impacts EV transitions within the automotive polymers market.
Frost Perspective
More regionalization of polymer production is expected in the next 3 to 5 years, with duplicate capacity across many markets relevant to the regional automotive plastics market. Manufacturers must build redundancy into supply networks, develop alternative feedstock pathways, and establish stronger partnerships with regionally diverse suppliers to ensure resilience. Automotive manufacturers can establish material diversity programs that reduce dependency on specific regions for specific materials. This requires investment in R&D for alternative catalysts that can allow for the use of rare earth elements, scaling recycling technologies, and developing proprietary recycling technologies that integrate closed-loop systems with regional markets in the automotive polymers market.
Industry Convergence
Why
The boundaries between automotive, consumer electronics, and energy storage are blurring, creating entirely new requirements for polymer materials in the automotive polymers market.
As vehicles become software-defined and battery technologies evolve, polymer applications are expanding beyond traditional mechanical uses to include thermal management, electromagnetic shielding, and battery components fitting for the lightweight automotive materials market.
Frost Perspective
In the next 3 to 5 years, manufacturers in the automotive polymers market can prioritize developing multifunctional polymer systems that simultaneously address thermal management, electromagnetic compatibility, and structural requirements for EV battery enclosures and components.
They can create specialized R&D teams that focus on polymer-electronic interfaces, ensuring connectivity for future energy-storage materials, while partnering with battery manufacturers and software developers to streamline development processes in materials requiring short lead times and being both electrified and decarbonized.
Competitive Environment
Number of Competitors
>100
Competitive Factors
Cost, performance, schedule, support, technology, reliability, differentiated grades, sustainable grades
Key End-user Industry Verticals
Automotive, energy storage, automotive electronics
Leading Competitors
ExxonMobil, SABIC, LyondellBasell, Celanese, TotalEnergies, Sinopec, Braskem, Reliance, BASF, Solvay, Arkema, Toray, INEOS, Covestro, Shin-Etsu, Dow, Envalior
Other Notable Competitors
PetroChina, Borealis, Shenhua, Formosa Plastics, EMS-Grivory, DuPont, LG Chemical, LOTTE, Trinseo, Versalis, West Lake, Evonik, Victrex, DIC
Distribution Structure
Direct sales, distributors
Notable Acquisitions and Mergers
In 2021, Trinseo acquired Arkema's PMMA business
In 2023, DSM completed the sale of its Engineering Materials business to Envalior, a joint venture backed by Advent International and LANXESS
Growth Drivers
Growth Restraints