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市场调查报告书
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1857178

类别管理：1-3 类温度控管售后市场（印度），2024-2031 年

Category Management: Class 1-3 Thermal Management Components Aftermarket, India, 2024-2031
出版日期: | 出版商: Frost & Sullivan | 英文 61 Pages | 商品交期: 最快1-2个工作天内

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简介目录

由于技术进步和高使用需求，乘用车和轻型商用车行业的引擎和座舱温度控管系统将迎来变革性成长。

自新冠疫情爆发以来，印度乘用车 (PV) 和轻型商用车 (LCV) 市场持续稳定成长，预计未来将持续扩张。此外，在运作中车辆总数 (VIO) 也不断增加，尤其是车龄超过 10 年的车辆。这一趋势显示车辆持有时间延长，进而导致车辆更换和报废速度相对放缓。随着对老旧车辆和标准生命週期零件需求的增长，售后市场预计将从中受益匪浅，尤其是在驾驶室和引擎冷却系统更换领域。气候条件恶化、交通拥堵、转换时间延长以及驾驶习惯改变等因素进一步推动了这项需求。在预计本研究涵盖的细分市场中，大部分售后零件需求将来自乘用车。车辆的平均年行驶里程也逐年增加，导致温度控管零件的周转速度加快。传统上，温度控管零件的售后市场主要由仓储分销管道主导，预计这一趋势将在预测期内持续。本研究探讨了光电和轻型商用车温度控管组件的市场前景和市场动态，检验了2025 年至 2031 年的销售和收入成长情况，同时也检视了影响市场动态的因素。

前三大策略重点对印度1-3级温度控管组件售后市场产业的影响

压缩客户价值链

  • 原因
  • 拥有成熟技术和价值链布局的主要供应商可能会继续专注于印度汽车产业。
  • 随着製造商不断寻求扩大供应链管道并根据新技术降低成本，他们更倾向于盈利能力强、成本效益高且更优越的伙伴关係机会。
  • 弗罗斯特的观点
  • 随着各公司评估其产品线定位策略，预计会出现新技术和供应商合作关係。
  • 汽车製造商应将先进的现代化温度控管产品线融入他们的汽车中，以满足印度汽车市场不断变化的需求。
  • 全球供应商预计将精简产品系列併简化产品供应。

变革性大趋势

  • 原因
  • 随着汽车产业向清洁能源汽车转型，各公司需要提升其相关价值链的能力。电动车（EV）将逐步普及，尤其是在乘用车和轻型卡车领域，因为它们在这些领域具有良好的应用前景。
  • 与安全性和舒适性相关的先进车辆功能预计将变得越来越重要。
  • 弗罗斯特的观点
  • 电动车的需求很可能会影响製造商的市场策略和目标。在推广初期，电动车的性能和功能将受到密切关注并不断改进。
  • 消费者对安全性和舒适性的偏好将持续提高，并成为影响不同地区购买决策的重要因素。

地缘政治动盪

  • 原因
  • 近期地缘政治格局的变化，包括贸易协定、关税和区域承诺，正迫使企业重新思考其市场策略。
  • 由于美国市场贸易瓶颈对欧洲供应商构成威胁，供应商可能会寻求扩大在印度等其他市场的业务。
  • 弗罗斯特的观点
  • 在印度原厂配套供应管道中，亚洲供应商目前的主导地位可能会对欧洲供应商构成挑战。
  • 预计近期将出现新的合资企业和策略联盟。
  • 供应链的重组可能为按需服务带来成长机会。

竞争环境

竞争对手数量

  • 15家主要公司

竞争因素

  • 成本、性能、耐用性、可维护性、可用性、销售网络、品牌知名度

主要终端用户市场（按行业划分）

  • 汽车售后市场

主要竞争对手

  • Subros、Hanon、马勒、Doowon、Sanden

前五大公司的出货量份额

  • 88%-90%

其他值得关注的竞争对手

  • 电装、塔塔东洋、海拉、德尔福、埃斯特拉

流通结构

  • OEM、零售、直销、独立售后市场销售

主要竞争对手

  • 竞争对手
  • Subros
  • Hanon Systems
  • Mahle
  • Doowon
  • Sanden
  • Delphi
  • Hella
  • Denso
  • 法雷奥
  • Motherson

成长驱动因素

  • 2024年，印度乘用车和轻型卡车的在运作总量约为5490万辆，预计到2030年将超过7000万辆。售后市场温度控管零件的需求与道路上的车辆数量密切相关，需要市场持续成长才能满足未来几年不断增长的需求。
  • 到2024年，超过四分之一的车辆车龄将超过10年，而且这一比例预计还将稳定上升。为了满足不断增长的经济需求，车辆淘汰率预计将会下降。因此，随着老旧车辆数量的增加，售后市场对替换零件的需求也将随之成长。
  • 不利的天气状况和预报预计将导致车主和驾驶人更频繁地使用车辆温度控管系统。此外，城市交通通行时间的延长也可能增加这些系统的使用频率。
  • 灰尘积聚和污染等外部因素，以及温度控管组件系统缺乏适当的日常维护，导致更换需求增加。
  • 随着座舱供暖和製冷系统不断发展，并日益被视为一项安全功能而不仅仅是舒适性因素，对不断改进的温度控管组件系统的需求可能会增加。

成长抑制因素

  • 温度控管组件品质和耐用性的提升将延长更换週期。在售后市场，随着维修负责人和车主选择性能更优、更耐用的产品，两次更换之间的间隔时间可能会延长。
  • 严格执行交通规则，包括速限、优化交通流量和改善基础设施，将有助于降低事故率。此外，新车越来越多地采用高级驾驶辅助系统（ADAS），预计也能减少车辆碰撞事故。
  • 纯电动车（BEV）动力传动系统总成的温度控管系统功能需求和性能特点与内燃机汽车（ICE）动力传动系统总成有所不同。随着纯电动车市场份额的不断扩大，预计对内燃机汽车动力传动系统总成温度控管组件的需求将会下降。
  • 鑑于政府近期重点改善人口稠密都市区公共运输基础设施，私家车用户可能会有更多大众公共选择。
  • 车辆共享或共用会降低单一车辆的使用率，但会增加温度控管组件的消耗率。

目录

调查范围

  • 调查范围
  • 本次调查解答的关键问题
  • 产品细分与定义

成长格局：品类管理转型：印度 1-3 级温度控管售后市场，2025 年

  • 为什么成长变得越来越难？
  • The Strategic Imperative 8
  • 前三大策略重点对印度1-3级温度控管组件售后市场产业的影响

类别管理生态系：印度 1-3 级温度控管售后市场，2025 年

  • 价值链结构
  • 竞争环境
  • 主要竞争对手

品类管理成长要素：印度 1-3 级温度控管售后市场，2025 年

  • 类别管理：1-3级温度控管售后市场，印度成长指标
  • 主要发现
  • 成长驱动因素
  • 成长阻碍因素
  • 推动温度控管售后市场发展的因素
  • 对案例的影响
  • 预测考量
  • 出货量和收入预测
  • 按产品细分市场分類的出货量预测
  • 按产品细分市场分類的收入预测
  • 按产品类别分類的平均价格
  • 分销通路收入份额
  • OEM首次安装市场份额

2021-2031年印度替换压缩机售后市场成长要素

  • 替换压缩机：成长指标
  • 替换压缩机：出货量预测
  • 替换压缩机：收入预测
  • 更换压缩机：平均 MLP
  • 替换压缩机：OEM首次适配市场份额
  • 替换型电子压缩机：成长指标
  • 替换型电子压缩机：出货量预测
  • 替换型电子压缩机：收入预测
  • 更换电子压缩机：平均 MLP
  • 摘要：替换压缩机售后市场分析

2021-2031年印度替换蒸发器售后成长要素

  • 替换蒸发器：成长指标
  • 替换蒸发器：出货量预测
  • 替换蒸发器：收入预测
  • 更换蒸发器：平均 MLP
  • 替换蒸发器：OEM首次安装市场份额
  • 售后市场散热器更换分析摘要

印度替换散热器售后市场成长要素（2021-2031年）

  • 更换散热器：成长指标
  • 替换散热器：出货量预测
  • 更换散热器：收入预测
  • 更换散热器：平均 MLP
  • 替换散热器：OEM首次适配市场份额
  • 摘要：散热器售后市场分析

印度替换电容器售后市场成长要素（2021-2031年）

  • 替换电容器：成长指标
  • 替换电容器：出货量预测
  • 替换电容器：收入预测
  • 替换电容器：平均 MLP
  • 替换电容器：原厂初始组装市场份额
  • 摘要：替换电容器售后市场分析

三大预测

  • 三大预测

品类管理领域的成长机会：印度1-3级温度控管售后市场，2025年

  • 成长机会 1：气候控制系统
  • 成长机会2：改革网路结构
  • 成长机会三：併购与伙伴关係

附录与后续步骤

  • 成长机会带来的益处和影响
  • 下一步
  • 附件清单
  • 免责声明
简介目录
Product Code: PFU9-41

Engine and Cabin Thermal Management Systems in the PV and LCV Industries is Experiencing Transformational Growth due to Technological Progress and High Utilization Requirement

The Indian passenger vehicles (PV) and light commercial vehicles (LCV) market has experienced steady growth since the COVID-19 pandemic and is projected to continue expanding in the future. In addition, the total number of vehicles in operation (VIO) has increased, particularly among vehicles that are over 10 years old. This trend suggests a longer duration of vehicle ownership, accompanied by a relatively slower rate of vehicle replacement and scrappage. As demand rises for older vehicles and for standard life cycle parts, the aftermarket is expected to benefit significantly, particularly in the area of replacement cabin and engine cooling systems. This demand is further influenced by factors such as worsening climatic conditions, traffic congestion, longer transit times, and changing driver habits. Most of the aftermarket demand for replacement parts is anticipated to come from PVs within the segments discussed in this study. Average annual vehicle mileage is also expected to grow year over year, resulting in a faster turnover of thermal management components. Traditionally, the aftermarket for thermal management components has been dominated by warehouse distribution channels, and this trend is expected to continue throughout the forecast period. This study explores the market landscape and dynamics of thermal management components for PVs and LCVs. It examines growth in terms of unit shipment and revenue from 2025 to 2031 while discussing factors that influence the market dynamics.

The Impact of the Top 3 Strategic Imperatives on the Indian Class 1-3 Thermal Management Components Aftermarket Industry

Customer Value Chain Compression

  • Why
  • Major suppliers with established technological and value chain footprints will continue to focus on the Indian automotive industry.
  • Manufacturers continually look to extend their supply chain channels or cut cost contributions in line with new technologies and prefer beneficial, cost-effective, and superior partnership opportunities.
  • Frost Perspective
  • New technological and supplier partnerships are expected as companies evaluate their positioning strategy for the product line they offer.
  • Motor vehicle manufacturers should incorporate advanced and updated thermal management product lines in their vehicle models to cater to changing Indian automotive market needs.
  • Global suppliers are expected to streamline their product portfolios to succinctly organize their offerings.

Transformative Megatrends

  • Why
  • As the automotive industry transitions to clean energy vehicles, companies will have to upgrade their relevant value chain capabilities. Electric vehicles (EVs) will gradually gain penetration, especially in the passenger vehicle and light-duty truck segments, which are favorable use cases.
  • The significance of advanced vehicle features related to safety and comfort is expected to increase.
  • Frost Perspective
  • EV demand will influence manufacturers' market strategies and targets. The performance of EVs and their content will be closely monitored and improved during the early phases of adoption.
  • Customer preferences regarding safety and comfort will continue to improve, becoming a crucial factor influencing purchasing decisions across various regions.

Geopolitical Chaos

  • Why
  • The changing geopolitical landscape, with recent revisions in trade pacts, tariffs, and regional commitments, compels companies to re-examine their market strategies.
  • Owing to impending trade bottlenecks in the US market for European suppliers, they will look to expand their presence in other markets such as India.
  • Frost Perspective
  • The incumbent dominance of Asian suppliers will challenge European suppliers in the Indian OE supply channel.
  • New joint venture or strategic collaborations can be expected in the near future.
  • Reorganizing of supply channels will provide opportunities for on-demand services to grow.

Competitive Environment

Number of Competitors

  • About 15 major companies

Competitive Factors

  • Cost, performance, durability, serviceability, availability, sales network, brand perception

Key End-user Industry Verticals

  • Automotive aftermarket

Leading Competitors

  • Subros, Hanon, Mahle, Doowon, Sanden

Unit Shipment Market Share of Top 5 Competitors*

  • 88%-90%

Other Notable Competitors

  • Denso, Tata Toyo, Hella, Delphi, Estra

Distribution Structure

  • OEMs, retail sales, direct sales, independent aftermarket sales

Key Competitors

  • Competitor
  • Subros
  • Hanon Systems
  • Mahle
  • Doowon
  • Sanden
  • Delphi
  • Hella
  • Denso
  • Valeo
  • Motherson

Growth Drivers

  • In 2024, the total number of PVs and light trucks in operation (VIO) in India was about 54.9 million, and this number is expected to exceed 70 million by 2030. The demand for thermal management aftermarket parts will be closely related to the number of vehicles on the road, necessitating consistent market growth to meet the increasing demand in the coming years.
  • In 2024, more than a quarter of the total VIO was over 10 years old, and this ratio is anticipated to rise steadily. To accommodate growing economic needs, the rate of vehicle phase-out is expected to decrease. Consequently, as the number of aging vehicles increases, the demand for replacement parts in the aftermarket will also rise.
  • Owing to adverse climatic conditions and forecasts, vehicle owners and drivers are expected to use thermal management component systems more frequently. Moreover, longer transit times in urban traffic are likely to result in increased use of these systems.
  • External factors, such as dust buildup and contamination, as well as a lack of proper periodic maintenance of thermal management component systems, will lead to higher demand for replacements.
  • The evolution of cabin heating and cooling systems, which are increasingly seen as a safety feature rather than merely a comfort aspect, will drive the need for better functioning thermal management component systems at all times.

Growth Restraints

  • Improvements in the quality and durability of thermal management components will extend replacement cycles. In the aftermarket, the interval between consecutive replacements is likely to be longer, as service personnel and vehicle owners choose improved and more durable products.
  • Stricter enforcement of traffic rules, including speed limits, streamlined traffic flow, and improved infrastructure, will reduce accident rates. In addition, a decrease in vehicle collisions is anticipated with the increased adoption of ADAS in new vehicles.
  • The functional requirements and performance characteristics of thermal management systems for BEV powertrains differ from those of ICE powertrains. As BEVs continue to penetrate the market, the demand for thermal management components for ICE powertrains is likely to decline.
  • With the government's recent focus on enhancing public transportation infrastructure in densely populated urban areas, private vehicle users will turn to improved public transportation options.
  • Vehicle aggregation and pooling practices will reduce the individual vehicle usage rate; however, the thermal management components consumption rate will increase in such cases.

Table of Contents

Research Scope

  • Scope of the Study
  • Key Questions The Study Answers
  • Product Segmentation and Definition

Growth Environment: Transformation in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8
  • The Impact of the Top 3 Strategic Imperatives on the Indian Class 1-3 Thermal Management Components Aftermarket Industry

Ecosystem in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Value Chain Structure
  • Competitive Environment
  • Key Competitors

Growth Generator in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Category Management: Class 1-3 Thermal Management Components Aftermarket, India-Growth Metrics
  • Key Findings
  • Growth Drivers
  • Growth Restraints
  • Factors Driving the Thermal Management Components Aftermarket
  • CASE Implications
  • Forecast Considerations
  • Unit Shipment and Revenue Forecast
  • Unit Shipment Forecast by Product Segment
  • Revenue Forecast by Product Segment
  • Average Price by Product Segment
  • Distribution Channel Revenue Share
  • Market Share at OEM First Fitment

Growth Generator for the Replacement Compressors Aftermarket, India, 2021-2031

  • Replacement Compressors-Growth Metrics
  • Replacement Compressors-Unit Shipment Forecast
  • Replacement Compressors-Revenue Forecast
  • Replacement Compressors-Average MLP
  • Replacement Compressors-Market Share at OEM First Fitment
  • Replacement eCompressors-Growth Metrics
  • Replacement eCompressors-Unit Shipment Forecast
  • Replacement eCompressors-Revenue Forecast
  • Replacement eCompressors-Average MLP
  • Summary: Replacement Compressors Aftermarket Analysis

Growth Generator for the Replacement Evaporators Aftermarket, India, 2021-2031

  • Replacement Evaporators-Growth Metrics
  • Replacement Evaporators-Unit Shipment Forecast
  • Replacement Evaporators-Revenue Forecast
  • Replacement Evaporators-Average MLP
  • Replacement Evaporators-Market Share at OEM First Fitment
  • Summary: Replacement Evaporators Aftermarket Analysis

Growth Generator for the Replacement Radiators Aftermarket, India, 2021-2031

  • Replacement Radiators-Growth Metrics
  • Replacement Radiators-Unit Shipment Forecast
  • Replacement Radiators-Revenue Forecast
  • Replacement Radiators-Average MLP
  • Replacement Radiators-Market Share at OEM First Fitment
  • Summary: Replacement Radiators Aftermarket Analysis

Growth Generator for the Replacement Condensers Aftermarket, India, 2021-2031

  • Replacement Condensers-Growth Metrics
  • Replacement Condensers-Unit Shipment Forecast
  • Replacement Condensers-Revenue Forecast
  • Replacement Condensers-Average MLP
  • Replacement Condensers-Market Share at OE First Fitment
  • Summary: Replacement Condensers Aftermarket Analysis

3 Big Predictions

  • 3 Big Predictions

Growth Opportunity Universe in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Growth Opportunity 1: Climate Control Systems
  • Growth Opportunity 2: Transforming the Network Structure
  • Growth Opportunity 3: Mergers, Acquisitions, and Partnerships

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer