EV用永续轮胎的全球市场的未来(～2029年)

功能

• 2024 年至 2029 年，全球小型电动车市场规模预计将以 17.5% 的复合年增长率成长。
• 永续电动车轮胎的销量预计到 2029 年将达到 8.846 亿条，自 2024 年起复合年增长率为 15.8%。
• 全球电动车轮胎原料消耗量预计将达到 2,220 万吨，复合年增长率为 16.7%。

本报告提供全球EV用永续轮胎市场相关调查分析，提供主要的促进因素与趋势，主要地区的采用情形，法规与技术预测等资讯。

目录

摘要整理

与简介调查手法

促进永续电动车轮胎的因素和趋势总结

• 简介
• 全球轮胎产业现状
• 永续电动车轮胎的主要驱动因素和趋势（2024-2029 年）
• 了解状况
• 能源价格钟摆
• 从网格到绿色
• 城市电动车生态系统（已开发国家及发展中国家）
• 交通电气化之路
• 安心的代价
• 高度关注物质 (SHC)
• 客製化学
• 知识保护（专利业）
• 微塑胶：巨大的隐藏废弃物 (TRWP)
• 工业领域的四个 C
• 电动车和自动驾驶汽车的弱点
• 我该放弃还是准备？
• 具有课题性的商业模式
• 经济成长。可预测的全球贸易和物流？
• 更强、更轻的轮胎的悖论
• 从长远来看，需要新的原厂轮胎供应商和标准旅行轮胎
• 永续发展和循环经济的整体方法
• 概念/示范轮胎
• 回收
• 轮胎工业项目对废弃轮胎 (ELT) 的调查
• 黑色循环
• 中国引领电动车和轮胎生产与消费
• 从马斯到塔斯的移动概念
• 法规（包括政府政策）
• 美国：扩大需求并建立信任
• 欧洲电动车情势：课题与竞争
• 中国电动车奖励措施的转变：从补贴到永续发展
• 对电动车和轮胎的要求引发了激烈的竞争
• 卡车和公车
• OTR

永续电动车轮胎的设计与製造

• 简介
• 用于製造永续电动车轮胎的设备
• 串联搅拌机
• 滚轮头或滚轮模具装置
• 用于胎面和胎侧的三重或四重挤出机
• 4卷日历
• 钢帘线生产的替代方案
• 全自动建筑机械
• 最终检查由机器代替人工进行
• 更强、更轻的轮胎的悖论
• 其他设备
• 电子束
• 不平衡布料
• 冠层
• 固化週期
• 数位化轮胎生产：从配方到最终检验

EV用永续轮胎:各材料

• 简介
• 原料
• 弹性体
• 天然橡胶 (NR)
• 丁苯橡胶 (SBR)
• 聚丁二烯 (PBR)
• 丁基橡胶（IR/PIB/BR）
• 其他
• 聚合物/轮胎中的液相混合技术
• 程式码
• 纺织绳
• 尼龙 (Ny)
• 聚酯 (PET)
• 人造丝
• 芳纶
• 冠带层轮胎创新 MilliCap
• 钢丝绳
• 珠子
• 黏合剂
• 油 - 塑化剂
• 高性能树脂
• 增强填料
• 炭黑
• 高分散二氧化硅 (HDS)
• 固化包装和氧化锌
• 臭氧劣化抑制剂、抗氧化剂、劣化抑制剂
• 奈米技术
• 静音技术表格
• 静音技术详情
• 汽车密封胶
• TPMS 和 RFID

EV用永续轮胎:各车辆类型

• 简介
• 乘用车和轻型卡车
• 电动车轮胎
• 乘用车和轻型卡车的电动车轮胎
• 最后一哩服务/送货 (LMD)
• 卡车和公车
• 摩托
• OTTR
• 原厂OTR市场
• MCCP
• 采矿
• 电源策略
• 建筑
• 连接埠
• AG
• 工业
• 耗散轮胎
• OTR 中的充气和非充气轮胎

Features

• Light electric vehicle sales are forecast to grow 17.5% CAGR globally from 2024 to 2029
• Sustainable EV tires by volume will grow 15.8% CAGR from 2024 reaching 884.6 million units in 2029
• Global consumption of raw materials for EV tires will grow 16.7% CAGR to 22.2 million tonnes.

Find out

• How the strong growth of electric car markets is having a major impact on tire design
• What technologies the major tire suppliers and automotive manufacturers are investing in to meet sustainability targets
• How the approaching need for tires that can operate 24/7 for commercial and autonomous vehicles will impact tire design
• How suppliers of sustainable tires for EVs will approach the opportunities and threats in the industry.

Report definition

This report analyses specific developments and trends for sustainable tires for EVs, including value and volume growth data for key materials, application by vehicle type and performance level, and adoption in key global regions. Analysis is also conducted of the confluence of electric, autonomous and shared vehicle trends, regulatory outlook, technology outlook, changing supply chains, and tire manufacturing evolution.

The Smithers methodology

This report is based on extensive primary and secondary research. Primary research consisted of targeted interviews with material suppliers, converters 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 the report?

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

Table of Contents

Executive summary

Introduction & methodology

• Introduction
• Methodology
• Abbreviations

Overview of sustainable EV tire drivers and trends

• Introduction
• Current situation of the global tire industry
• Top drivers and trends for sustainable EV tires 2024-29
• Understanding the situation
• Energy price pendulum
• From grid to green
• Urban EV ecosystem (in developed and developing countries)
• The road to transport electrification
• The price of peace-of-mind
• Substances of high concern (SHC)
• Tailored chemistry
• Knowledge protection (patent industry)
• Microplastics: the big hidden emission (TRWP)
• The four Cs in the industry
• The Achilles' heel of electric and autonomous vehicles
• Giving up or gearing up?
• Challenging business models
• Economic growth. Predictable global trade and logistics?
• Paradox of stronger and lighter tires
• New OE tire suppliers and standard touring tires needed in the longer term
• The holistic approach to sustainability and the circular economy
• Concept/Demonstration tires
• Recycling
• Tire Industry Project investigation of end-of life tires (ELT)
• BlackCycle
• China leading production and consumption of EVs and tires
• Maas to Taas mobility concept
• Regulatory (including government policies)
• USA: boosting demand and building confidence
• Europe's EV landscape: Challenges and competition
• China's EV incentive shift: from subsidies to sustainability
• Requirements of EVs and tires resulting in fierce competition
• Truck and bus
• OTR

Design and manufacturing of sustainable EV tires

• Introduction
• Equipment to make sustainable EV tires
• Tandem mixers
• Roller head or roller die units
• Triple or quadruple extruders for treads and sidewalls
• Four roll calenders
• Alternatives for steel cord production
• Fully automated building machines
• Final inspection replacing human by machines
• The paradox of stronger and lighter tires
• Other equipment
• Electron beam
• Off-balanced fabrics
• Cap ply
• Curing cycles
• Digital tire production: from compounding to final inspection

Sustainable tires for EVs by material type

• Introduction
• Raw materials
• Elastomers
• Natural rubber (NR)
• Styrene butadiene rubber (SBR)
• Polybutadiene (PBR)
• Butyl rubber (IR/PIB/BR)
• Others
• Liquid phase mixing technologies in polymers/tires
• Cords
• Textile cords
• Nylon (Ny)
• Polyester (PET)
• Rayon
• Aramid
• Cap Ply Tire Innovation MilliCap
• Steel Cords
• Beads
• Adhesion agents
• Oils - plasticizers
• Performance Resins
• Reinforcing fillers
• Carbon Black
• High Dispersion Silica (HDS)
• Curing package and zinc oxide
• Antiozonant, antioxidant and antidegradants
• Nanotechnology
• Foams for silent technology
• More about silent technologies
• Auto sealants
• TPMS and RFID

Sustainable tires for EVs by vehicle type

• Introduction
• Passenger and light truck vehicles
• EV tires
• Passenger cars and light trucks EV tires
• Last Mile Service / Delivery (LMD)
• Truck and bus
• Moto
• OTR
• OE OTR market
• MCP
• Mining
• Power supply strategies
• Construction
• Ports
• AG
• Industrial
• Dissipative tires
• Pneumatic and non-pneumatic tires in OTR

Tables

• Light vehicles volume by power type, 2019-29 (million units)
• Tire property issues for the different electric propulsion systems
• Tire GHG intensity of internal combustion cars and electric vehicles
• Electric bus pros and cons
• Vehicle technology transition in developed countries
• Tire Contribution as response of EV characteristics
• Top 15 tire makers 2023
• Drivers and challenges for sustainable EV tires - main factors and drivers
• Substances of high concern
• Roles of tire companies working toward a sustainable future
• Selected sustainability goals of major tire producers
• Members of BlackCycle consortium and their project roles
• European Legal Framework
• Tire size and load example
• Initiatives, regulations, and projects affecting the industry
• Key countries' targets to reduce emissions
• Types of materials by radial tire components
• Typical tire composition by weight and cost spit
• Videos or special references for different processes or technologies , factory performance and miscellaneous
• Tandem mixer and schematic line
• Example of substances of high concern used in all types of tires
• Global consumption of raw materials for EV tires by type, 2019-23 ('000 tonnes)
• Process oils used in the tire industry
• CB production technologies
• Silent Technologies
• Total PCLT vehicles by volume 2019-29 (million units)
• EV tires by vehicle type by volume (million units), 2019-29
• EV tires by vehicle type 2019-29 ($ million)
• Electric Buses - pros and cons
• From Diesel to battery-powered and electric-powered mining vehicles with weight and torque
• Characteristics of R2900
• Bridgestone tires provided to
• Light EV volume by region, 2019-29 (million units)
• Global EV tires by region, 2019-29 (million units)
• Global EV tires by region, 2029-29 ($ million)
• Global EV vs sustainable EV tires by region, 2022-29 (million units)
• EV tires by vehicle type in AP, 2019-29 (million units)
• EV tires by vehicle type in AP, 2019-29 ($ million)
• Daily oil production / 1,000 habitants
• EV tires by vehicle type in EUR, 2019-29 (million units)
• EV tires by vehicle type in EUR, 2019-29 ($ million)
• Different countries and USD/fuel liter, kWh and energy source
• EV tires by vehicle type in NA, 2019-29 (million units)
• EV tires by vehicle type in NA, 2019-29 ($ million)
• EV tires by vehicle type in SCA, 2019-29, (million units)
• EV tires by vehicle type in SCA, 2019-29 ($ million)
• EV tires by vehicle type in MEA, 2019-29, (million units)
• EV tires by vehicle type, 2019-29 ($ million)
• SWOTT EV tires raw materials suppliers
• Specific raw materials and tire components suppliers threats and opportunities
• SWOTT analysis for EV tire manufacturers
• SWOTT analysis for OE
• SWOTT analysis for tire end users
• Airless tires and the parts involved
• Predicted vehicle market share by power type

Figures

• Light vehicle volume by power type 2019-29 (million units)
• Passenger and light truck EV by region 2022-29 (million unit)
• EV tires by vehicle type by volume (million units) 2019-29
• Passenger and light truck EV in AP, EUR and NA by vehicle type 2024 versus 2029 (million units)
• Circular economy in tires
• Tire industry value chain
• Types of EV vehicles
• TRL levels
• Tire / EV industry value chain
• Magic triangle illustrating tire property trade-offs
• World electricity generation by source
• 6PPD non-exhaust emissions by different brands' products
• Lightweighting
• Bridgestone's radical rethinking on materials for tires
• BlackCycle ecosystem input and output
• Bridgestone EV services platform for fleets and value chain
• Tread pattern and cut tire layout and definitions
• From raw materials to end-of-life tires
• Illustration of typical radial tire components
• Tire manufacturing processes
• Roller head/die and contoured IL and cured tire layout
• Triple extruder and tread components
• Foreign object detection in-line for in tread material
• Calendering machine operation and electron beam: example of offbalanced fabric
• Steelastic machine
• Machine vision to detect an open splice (left) and correct tire stamping (right)
• Lightweighting tire by Yokohama Rubber
• Wanted fabric gage and poor process capability
• Application of components in Tire Assembly Machine (TAM) and splices
• End count example
• Re-formulating our "recipes" without performance compromises
• Continental's GreenConcept
• EV tires raw materials ('000 tonnes)
• Pareto charts of raw materials for EV tires 2024 and 2029
• Biomotion and bio-Butadiene
• Hankook Ventus S1 Evo3 tire iON marketing the belt package
• Cap Ply Tire Innovation MilliCap
• TBM Machine
• Polyurethane foam for cancelling noise in sustainable EV tires
• ICE and EV light vehicles by volume 2022-2029
• EV tires by vehicle type by volume 2019-29 (million units)
• EV tires by vehicle type 2019-29 ($ million)
• sEV tires % market share by volume 2024 vs 2029
• sEV tires % market share by value 2024 vs 2029
• A and B EV tires by region, vehicle type 2024 vs 2029 (million units)
• A and B EV tires by region and vehicle type 2024 vs 2029 ($ million)
• EV market progress over time
• X Multi Energy Z / D by Michelin
• Log tire units by EV type, 2019-29
• Technology and market assessment of zero-emission off-road equipment
• Technology and market assessment of zero-emission off-road equipment
• Characteristics of R2900 machines
• One truck multiple power solutions
• Cross-ply tires
• Tweel, Pneu Trac, Galileo Cupwheel and solid tires