商用车轮胎：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

预计商用车轮胎市场将从 2025 年的 341.7 亿美元成长到 2026 年的 355.5 亿美元，到 2031 年将达到 433 亿美元，2026 年至 2031 年的复合年增长率为 4.03%。

电子商务网路的扩张活性化，而新兴地区的大型基础设施项目则保障了建筑和运输车队的运作。现有车辆更换为子午线轮胎、轮胎订阅服务的日益普及以及对优质轮胎配方（可降低总运营成本）需求的增长，共同推动了消费增长。此外，随着运输业者加快车队升级以符合更严格的排放气体法规，OEM通路的扩张也促进了成长。天然橡胶价格波动和永续性法规对原材料成本的影响，将限制整体成长趋势，但不会抑制需求。

全球商用车轮胎市场趋势与洞察

电子商务最后一公里配送量的成长将推动轻型商用车轮胎的需求。

电子商务业者不断增加微型仓配点的密度，导致轻型货车的运作频率高于传统货运路线。频繁的启动停止模式会加剧轮胎发热和磨损，使每辆车的保养週期延长三分之一。电动货车也会增加扭力负载，加速胎肩磨损，进而推动对耐疲劳轮胎配方的需求。拥有广泛售后市场覆盖的製造商正在获得快速补货业务，他们优先考虑的是运作而不是价格。这种现像在配送密度最高的密集都市区尤其突出，而严格的噪音和排放气体法规也促使製造商采用更先进的低滚动阻力设计，以缓解里程焦虑。

新兴市场舰队现代化与辐射化

印度的第六阶段排放标准（Bharat Stage VI）以及东南亚地区的同等标准正促使卡车营运商转向低扁平比子午线轮胎，以降低油耗并提高行驶里程。奖励计画缩小了成本差异，加速了旧款低平比轮胎库存的提前消耗，并推高了子午线轮胎的单价。在此过渡期间，供应商获得了双重收入来源：低扁平比轮胎的计划性消耗和新子午线轮胎的补充。煞车距离和载重等级等安全标准的同步实施，进一步强化了对钢丝子午线轮胎的偏好，帮助製造商透过先进的设计实现更高的利润率。随着区域排放气体法规与全球趋势趋同，拉丁美洲车队和东欧营运商也正在进行类似的转型。

天然橡胶和原油价格的波动推高了原物料成本。

原物料成本几乎占轮胎生产成本的一半，乳胶和石油衍生的价格波动会迅速侵蚀毛利率。泰国因天气原因导致的供应减少或推高原油价格的地缘政治衝击，都可能波及合成聚合物价格上涨。虽然避险可以缓解直接衝击，但标价调整通常存在滞后性，而激烈的竞标週期会导致利润率下降。一旦价格上涨反映在轮胎价格上，由于车队营运商推迟自愿更换轮胎，预算敏感型客户的需求就会显着放缓。作为结构性应对措施，主要供应商正在投资银胶菊的研究和配方创新，以降低天然橡胶含量，从而降低价格波动风险。

细分市场分析

到2025年，轻型商用车将占商用车轮胎市场62.68%的份额，这反映出其在小包裹、杂货配送和服务车辆领域前所未有的高渗透率。不断增长的货物密度和都市区排放法规正在加速这些货车的电气化。这推动了对低噪音轮胎和加强胎侧以承受电池重量的需求。同时，数量较少的中型商用车预计将以4.05%的复合年增长率实现最快的成长，这主要得益于发展中国家有效负载容量产生收入同步，轮胎租赁在各级车型中都变得越来越受欢迎。

依赖即时路线规划的第二代末端配送平台增加了里程数的不确定性，因此预测胎面寿命的模型至关重要。供应商透过RFID标籤追踪胎体来源来应对这项挑战，从而简化了合约期间的资产更换流程。叫车配送公司从轿车转向厢型车，推动了商用车轮胎市场需求的成长，提高了轮胎的平均直径和价格。限制煞车距离的安全标准促使轮胎采用更大的接地面积，间接增加了单位轮胎的原料用量。因此，商用车轮胎产业正优先研发既能保持抓地力又能提高耐磨性的轮胎配方。

到2025年，受规模经济和全球高原厂配套（OE）率的推动，子午线轮胎将占据商用车轮胎市场87.25%的份额。其钢丝带束层结构降低了滚动阻力，有助于实现碳减排目标。同时，在堆高机、加长型堆高机和矿用卡车等行业，停机成本远高于驾驶舒适性，防刺穿实心轮胎的复合年增长率将达4.14%。斜交轮胎仅在某些低速农业和非公路应用的小众市场仍有市场。目前正在试点车队中部署的无气轮胎原型表明，市场已接受这种承诺零维护的创新结构。

製造商正在扩展其子午线轮胎产品线，采用能够承受电动轴扭矩衝击的隔热橡胶配方。同时，他们也在改进轮胎边缘形状，以减轻轮圈重量，从而提高承载能力。实心轮胎创新者正在探索聚氨酯混合材料，以实现比传统压装式实心轮胎更轻的重量。目前，实心轮胎在商用车市场的规模小规模，但其定价权却很强。在预测期内，实心轮胎和子午线轮胎技术的交叉融合可能会促成用于港口和仓库自动化的混合胎体结构的开发。

区域分析

到2025年，亚太地区将占据商用车轮胎市场38.30%的份额。中国强大的製造地和印度蓬勃发展的建筑业将支撑原厂配套轮胎和替换轮胎的需求。政府主导的物流园区和高速公路扩建工程正在增加车辆数量和平均轴荷，从而直接推动轮胎更换频率的提高。在日本和韩国，以轮胎数据整合平台为核心的先进车队数位化计划正在创造高利润的高端轮胎需求。该地区的规模优势正在吸引新的在地化生产，缩短前置作业时间，并减轻外汇波动的影响。

中东和非洲地区将达到最高成长率，到2031年年均复合成长率将达到4.12%。这主要得益于海湾国家的经济多元化政策，这些国家正在建设铁路、港口和公路网络，并在撒哈拉以南非洲地区进行矿产开采。摩洛哥和埃及凭藉着对欧洲的免税准入，已成为出口位置，并吸引了许多轮胎工厂。南非的采矿业和沙乌地阿拉伯的建设业持续推动非公路轮胎的需求，儘管目前该地区的车辆密度不高，但仍促进了商用车轮胎市场的发展。

北美和欧洲的轮胎市场规模依然庞大且成熟，主要驱动力是替换需求。电子商务推动了小包裹运输的发展，而欧洲的环保法规促使轮胎产业快速转型为低滚动阻力子午线轮胎。寒冷天气法规也带动了对专用冬季轮胎的需求，使得季节性需求高峰期超出了正常週期。儘管面临永续性的压力，这两个地区的轮胎翻新市场仍然强劲。基于真实磨损数据的数位双胞胎正在指导下一轮采购，并促进高级产品的普及。

其他福利：

• Excel格式的市场预测（ME）表
• 分析师支持（3个月）

目录

第一章 引言

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

• 市场概览
• 市场驱动因素
  • 电子商务最后一公里配送量的成长将提振轻型商用车轮胎的需求。
  • 新兴市场舰队现代化与辐射化
  • 基础设施投资的增加导致对建筑运输车辆的需求不断增长。
  • 拓展全球物流贸易走廊
  • 针对大型车队推出轮胎即服务订阅模式
  • 远端资讯处理主导的预测性维护/UPS优质轮胎的广泛应用
• 市场限制
  • 天然橡胶和原油价格的波动推高了投入成本。
  • 加强对轮胎製造商的排放和废弃物处理法规
  • 长寿命、低滚动阻力的轮胎可以延缓轮胎更换。
  • 急救医疗服务产业对翻新轮胎的竞争抑制了对新轮胎的需求。
• 价值/供应链分析
• 监管环境
• 技术展望
• 波特五力模型
  • 新进入者的威胁
  • 供应商的议价能力
  • 买方的议价能力
  • 替代品的威胁
  • 竞争对手之间的竞争

第五章 市场规模及成长预测（价值（美元）及销售量（单位））

• 按车辆类型
  • 轻型商用车（LCV）
  • 中型商用车（MCV）
  • 重型商用车（HCV）
• 按轮胎类型
  • 子午线轮胎
  • 斜交轮胎
  • 实心轮胎
• 透过使用
  • 货物运输
  • 公共运输
  • 建造
  • 矿业
  • 农业
• 按销售管道
  • OEM
  • 售后市场
• 透过分销管道
  • 在线的
  • 离线
• 按价格范围
  • 预算
  • 经济
  • 优质的
• 按地区
  • 北美洲
    • 我们
    • 加拿大
    • 北美其他地区
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他南美洲
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 义大利
    • 西班牙
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 亚太其他地区
  • 中东和非洲
    • 阿拉伯聯合大公国
    • 沙乌地阿拉伯
    • 南非
    • 土耳其
    • 其他中东和非洲地区

第六章 竞争情势

• 市场集中度
• 策略趋势
• 市占率分析
• 公司简介
  • Bridgestone Corporation
  • Michelin
  • The Goodyear Tire & Rubber Company
  • Continental AG
  • Hankook Tire & Technology
  • Yokohama Rubber Co., Ltd.
  • Sumitomo Rubber Industries, Ltd.
  • Pirelli & CSpA
  • Zhongce Rubber Group Co., Ltd.（ZC Rubber）
  • Giti Tire Pte. Ltd.
  • Apollo Tyres Ltd.
  • MRF Limited
  • Kumho Tire Co., Inc.
  • Toyo Tire Corporation
  • Nokian Tyres plc
  • CEAT Ltd.
  • Linglong Tire Co., Ltd.
  • Double Coin Tire Group Ltd.
  • Sailun Group Co., Ltd.

第七章 市场机会与未来展望

The Commercial Vehicles Tires Market is expected to grow from USD 34.17 billion in 2025 to USD 35.55 billion in 2026 and is forecast to reach USD 43.3 billion by 2031 at 4.03% CAGR over 2026-2031.

Expanding e-commerce networks intensify last-mile delivery activity, while large infrastructure programs in emerging regions keep construction and haulage fleets active. Radialization of legacy fleets, rising adoption of subscription-based tire services, and stronger demand for premium compounds that lower total operating costs reinforce spending momentum. Growth also benefits from OEM channel acceleration as carriers upgrade vehicles to meet tightening emission norms. Input-cost exposure to natural rubber volatility and evolving sustainability rules temper the overall upside, yet do not derail the demand trend.

Global Commercial Vehicles Tires Market Trends and Insights

Rising E-Commerce Last-Mile Deliveries Boost LCV Tire Demand

E-commerce players continue to densify micro-fulfillment footprints, which keeps light vans operating with higher trip frequency than traditional freight routes. Elevated stop-start patterns raise heat build-up and tread wear, lifting replacement intervals by one-third per vehicle. Electric vans add torque-induced strain that accelerates shoulder abrasion, prompting demand for compounds tuned to resist early fatigue. Manufacturers with broad aftermarket footprints secure quick replenishment businesses that value uptime above price positioning. The phenomenon concentrates in dense urban zones where delivery density is highest and stringent noise and emission rules further favor advanced low-rolling-resistance designs that offset range anxiety.

Fleet Modernization and Radialization in Emerging Markets

Mandates tied to Bharat Stage VI in India and comparable norms in Southeast Asia push carriers to swap bias tires for radials that trim fuel use and extend mileage. Incentive programs reduce the cost gap, accelerating de-stocking of older bias inventories and lifting radial unit value. Suppliers enjoy dual streams during this transition: orderly bias run-outs and fresh radial replenishment. Parallel safety standards on braking distance and load rating strengthen the preference for steel-belted radials, helping manufacturers capture margin lift from advanced designs. Latin American fleets and Eastern European operators mirror the shift as regional emission laws converge with global patterns.

Volatile Natural Rubber and Crude Prices Inflate Input Costs

Raw materials account for nearly half of tire production expense, so swings in latex or oil derivatives quickly erode gross margins. Weather-led supply dips in Thailand or geopolitical shocks that lift crude prices cascade into synthetic polymer spikes. While hedging dampens immediate shocks, there is usually a lag before list prices adjust, creating margin compression in highly competitive bid cycles. Budget segments see sharper demand slowdowns whenever price hikes filter through because fleets postpone discretionary replacements. As a structural response, leading suppliers invest in guayule research and compounding innovations that lower virgin rubber content to curb volatility exposure.

Other drivers and restraints analyzed in the detailed report include:

1. Infrastructure Spending Expands Construction Haulage Fleets
2. Expansion of Global Logistics Trade Corridors
3. Stricter Emission and Disposal Regulations on Tire Makers

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Light commercial vehicles held 62.68% of the commercial vehicles tires market share in 2025, reflecting unmatched density in parcel, grocery, and service fleets. Cargo density and urban emission regimes accelerate the electrification of these vans, pushing demand for low-noise patterns and stronger sidewalls to cope with battery weight. However, smaller in unit count, medium commercial vehicles are projected to chart the quickest 4.05% CAGR as developing nations up-gauge payload to trim per-trip fuel. Heavy commercial vehicles maintain a stable baseline tied to long-haul freight and earthmoving, yet improved drivetrain efficiency lengthens replacement cycles. Across classes, tire leasing gains acceptance as fleet managers seek to synchronize payment schedules with revenue generation.

Second-generation last-mile platforms that rely on real-time routing elevate mileage unpredictability, making predictive tread-life models valuable. Suppliers respond with RFID tagging to provide casing provenance, simplifying mid-contract asset swaps. The commercial vehicles tire market gains additional volume as ride-sharing couriers acquire vans rather than sedans, boosting average tire diameter and price realization. Safety standards that cap braking distance encourage wider footprints, indirectly raising raw material per unit. Consequently, the commercial vehicles tire industry prioritizes compound R&D that maintains grip without sacrificing wear.

Radial products commanded an 87.25% of the commercial vehicles tires market share in 2025, driven by economies of scale and consistent global OE fitment. Their steel-belt structure delivers lower rolling resistance, supporting carbon-reduction goals. However, solid tires post a 4.14% CAGR by eliminating punctures in forklifts, telehandlers, and underground mining trucks, where downtime is costlier than ride comfort. Bias tires persist only in select low-speed agricultural or off-road niches. Airless prototypes entering pilot fleets show the market's openness to disruptive architectures that promise zero maintenance.

Manufacturers expand radial portfolios with heat-shielding rubber blends that tolerate electric axle torque spikes. Concurrently, they tweak bead geometry for lighter wheels to enhance payload capacity. Solid tire innovators explore polyurethane hybrids, targeting lower weight versus traditional press-on solids. The commercial vehicles tire market size linked to solid formats remains small today but enjoys strong pricing power. Over the forecast horizon, cross-integration between solid and radial technologies may produce hybrid casings aimed at ports and warehouse automation.

The Global Commercial Vehicles Tires Market Report is Segmented by Vehicle Type (Light Commercial Vehicles and More), Tire Type (Radial Tires and More), Application (Cargo Transportation and More), Sales Channel (OEM and Aftermarket), Distribution Channel (Online and Offline), Price Category (Budget, Economy, and Premium), and Geography. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

Geography Analysis

Asia-Pacific contributed 38.30% of the commercial vehicles tires market share in 2025, anchored by China's manufacturing corridors and India's construction boom that keep both OE and replacement lines moving. Government-backed logistics parks and expressway expansions escalate vehicle counts and average axle load, directly raising replacement frequency. Japan and South Korea add high-margin premium demand through advanced fleet digitalization projects that favor integrated tire-data platforms. The region's scale attracts new local production, tightening lead times and buffering currency swings.

The Middle East and Africa posts the fastest 4.12% CAGR to 2031 as Gulf diversification agendas invest in rail-to-port road links and Sub-Saharan mineral extraction. Morocco and Egypt emerge as export hubs, supported by duty-free access to Europe that incentivizes tire plant siting. Mining in South Africa and construction in Saudi Arabia yield sustained demand for off-the-road compounds, which lifts the commercial vehicles' tires market in the region despite modest vehicle density today.

North America and Europe maintain mature but sizeable bases, fueled chiefly by replacement demand. E-commerce keeps less-than-truckload routes busy, while European environmental mandates stimulate a swift shift to low-rolling-resistance radials. Cold-climate regulations drive specialized winter fitments, extending seasonal peaks beyond regular cycles. Across both regions, retreading maintains resilience under sustainability pressure, and digital twins built on real-world wear data guide next procurement rounds, reinforcing premium uptake.

1. Bridgestone Corporation
2. Michelin
3. The Goodyear Tire & Rubber Company
4. Continental AG
5. Hankook Tire & Technology
6. Yokohama Rubber Co., Ltd.
7. Sumitomo Rubber Industries, Ltd.
8. Pirelli & C. S.p.A.
9. Zhongce Rubber Group Co., Ltd. (ZC Rubber)
10. Giti Tire Pte. Ltd.
11. Apollo Tyres Ltd.
12. MRF Limited
13. Kumho Tire Co., Inc.
14. Toyo Tire Corporation
15. Nokian Tyres plc
16. CEAT Ltd.
17. Linglong Tire Co., Ltd.
18. Double Coin Tire Group Ltd.
19. Sailun Group Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising E-Commerce Last-Mile Deliveries Boost LCV Tire Demand
  • 4.2.2 Fleet Modernization & Radialization In Emerging Markets
  • 4.2.3 Infrastructure Spending Expands Construction Haulage Fleets
  • 4.2.4 Expansion Of Global Logistics Trade Corridors
  • 4.2.5 Tire-As-A-Service Subscription Adoption By Large Fleets
  • 4.2.6 Telematics-Led Predictive Maintenance UPS Premium Tire Uptake
• 4.3 Market Restraints
  • 4.3.1 Volatile Natural-Rubber & Crude Prices Inflate Input Costs
  • 4.3.2 Stricter Emission & Disposal Regulations On Tire Makers
  • 4.3.3 Longer-Life Low-Rolling-Resistance Tires Delay Replacement
  • 4.3.4 Retread Competition Suppresses New-Tire Demand In EMS
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD) and Volume (Units))

• 5.1 By Vehicle Type
  • 5.1.1 Light Commercial Vehicles (LCVs)
  • 5.1.2 Medium Commercial Vehicles (MCVs)
  • 5.1.3 Heavy Commercial Vehicles (HCVs)
• 5.2 By Tire Type
  • 5.2.1 Radial Tires
  • 5.2.2 Bias Tires
  • 5.2.3 Solid Tires
• 5.3 By Application
  • 5.3.1 Cargo Transportation
  • 5.3.2 Public Transportation
  • 5.3.3 Construction
  • 5.3.4 Mining
  • 5.3.5 Agriculture
• 5.4 By Sales Channel
  • 5.4.1 OEM
  • 5.4.2 Aftermarket
• 5.5 By Distribution Channel
  • 5.5.1 Online
  • 5.5.2 Offline
• 5.6 By Price Category
  • 5.6.1 Budget
  • 5.6.2 Economy
  • 5.6.3 Premium
• 5.7 By Geography
  • 5.7.1 North America
    • 5.7.1.1 United States
    • 5.7.1.2 Canada
    • 5.7.1.3 Rest of North America
  • 5.7.2 South America
    • 5.7.2.1 Brazil
    • 5.7.2.2 Argentina
    • 5.7.2.3 Rest of South America
  • 5.7.3 Europe
    • 5.7.3.1 Germany
    • 5.7.3.2 United Kingdom
    • 5.7.3.3 France
    • 5.7.3.4 Italy
    • 5.7.3.5 Spain
    • 5.7.3.6 Rest of Europe
  • 5.7.4 Asia-Pacific
    • 5.7.4.1 China
    • 5.7.4.2 India
    • 5.7.4.3 Japan
    • 5.7.4.4 South Korea
    • 5.7.4.5 Rest of Asia-Pacific
  • 5.7.5 Middle East and Africa
    • 5.7.5.1 United Arab Emirates
    • 5.7.5.2 Saudi Arabia
    • 5.7.5.3 South Africa
    • 5.7.5.4 Turkey
    • 5.7.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Bridgestone Corporation
  • 6.4.2 Michelin
  • 6.4.3 The Goodyear Tire & Rubber Company
  • 6.4.4 Continental AG
  • 6.4.5 Hankook Tire & Technology
  • 6.4.6 Yokohama Rubber Co., Ltd.
  • 6.4.7 Sumitomo Rubber Industries, Ltd.
  • 6.4.8 Pirelli & C. S.p.A.
  • 6.4.9 Zhongce Rubber Group Co., Ltd. (ZC Rubber)
  • 6.4.10 Giti Tire Pte. Ltd.
  • 6.4.11 Apollo Tyres Ltd.
  • 6.4.12 MRF Limited
  • 6.4.13 Kumho Tire Co., Inc.
  • 6.4.14 Toyo Tire Corporation
  • 6.4.15 Nokian Tyres plc
  • 6.4.16 CEAT Ltd.
  • 6.4.17 Linglong Tire Co., Ltd.
  • 6.4.18 Double Coin Tire Group Ltd.
  • 6.4.19 Sailun Group Co., Ltd.

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment