자동차 애프터마켓의 순환경제와 재제조로 인한 성장 기회(2023년)

Conventional Engine, Transmission, and Affiliated Components Will Continue to Be the Largest Replacement Revenue Category Globally

The automotive aftermarket is a significant contributor to waste and pollution including fluids, batteries, greenhouse gases, and used materials from parts. The circular economy is an alternative economic model that focuses on reducing waste and pollution by keeping products and materials in use for as long as possible. Remanufacturing, which is the process of restoring used parts to like-new condition with affiliated warranty, is a key component of the circular economy and can play a significant role in reducing waste and pollution in the automotive aftermarket in close cooperation with recycling, reducing, and repairing.

This research report focuses on the circular economy of automotive parts in Class 1 to 3 passenger vehicles. The base year is 2022 and the forecast period is from 2023 to 2030. Revenue is calculated at the manufacturer level and represented in US dollars. Growth drivers and restraints, associations, and key trends, legislation, and incentives are discussed.

Each regional section highlights the key aftermarket indicators such as VIO, overall aftermarket revenue and revenue from reman in that region.

Reman revenue and revenue potential is further classified based on primary categories (engine and related components, wheel and brake end, electrical and electronics, and eComponents [battery reman and power electronics]). The study also highlights the competitive landscape in terms of competitors, channel analysis (where applicable), regional outlook, and growth opportunities for each value chain participant. Company profiles and examples of supplier and distributor reman programs are included.

Key Issues Addressed

• What initiatives are OEMs and Tier I suppliers undertaking in remanufacturing?
• What notable value chain enablers are driving growth?
• Which OEMs and Tier I suppliers operate in the green components space and what are their main aftermarket programs?
• What is the market potential for conventional and eComponents in terms of aftermarket revenue?
• What regional trends, business models, legislation, and macroeconomic variables are influencing  the circular economy of parts?
• What growth opportunities and white spaces exist for suppliers, OEMs, and value chain participants?

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 Circular Economy Initiatives from the Reman Aftermarket
• Growth Opportunities Fuel the Growth Pipeline Engine™

Scope and Definition

• Scope of Analysis
• Key Questions This Study Will Answer
• Segmentations and Definition
• Circular Economy-Reverse Logistics Value Chain Process Flow
• Reman Components' Circular Economy
• Distribution Channels
• International Remanufacturing Standards
• Associations
• Selected Competitors and Value Chain Participants
• Growth Drivers
• Growth Restraints

Global Automotive Reman Aftermarket

• Primary Findings
• Global Reman Aftermarket Revenue-Market Potential
• Global Reman Aftermarket Revenue-Regional Aftermarket Snapshot
• Reman-as-a-Product-Maturity Cycle
• OES vs. IAM-Channel Preference for Reman Replacements, 2022
• M&A and Value Chain Partnerships-Primary Themes
• Emerging Business Models and Regional Trends
• Legislation Influencing the Circular Economy of Auto Components
• Primary OEMs and Tier I Suppliers and Their Circular Economy Initiatives
• Primary Battery 4R Companies in the EV Ecosystem
• Core Logistics Partners' Role in Circular Economy of Auto Parts
• The Future of Sustainable Core-handling Practices in the Aftermarket
• Cost and Material Savings from Circular Economy of Automotive Parts
• Green Packaging in the Aftermarket Parts' Circular Economy
• Incentivizing Circular Economy Initiatives-Regional Snapshot

Trends Likely to Define the Future of the Circular Economy of Parts

• Overview-Green Components' Circular Economy to Gain Momentum
• Trend 1-Core Acquisition and Investment in Reverse Logistics
• Trend 2-Developing and Implementing a Framework
• Trend 3-Component Modularization and Maintenance
• Trend 4-Traceability and Life Cycle Management
• Trend 5-Future-proofing the Circular Economy of CASE Components
• Trend 6-Private Labeling in the IAM
• Forecast Assumptions

North America Automotive Reman Aftermarket

• Dashboard-Key Aftermarket Indicators: North America
• North America-Aftermarket Reman Revenue Market Size Potential
• North America-Channel Preference for Select Reman Components
• North American Reman Aftermarket Landscape in 2022
• Growth Opportunity-North America
• North America-Competitive Landscape of Primary Suppliers* in the Reman Ecosystem

Europe Automotive Reman Aftermarket

• Dashboard-Key Aftermarket Indicators: Europe
• European Aftermarket Reman Revenue Market Size Potential
• Reman Landscape-EU4 and the United Kingdom
• Europe-Channel Preference for Select Reman Components
• European Reman Aftermarket Landscape in 2022
• Growth Opportunity-Europe
• Europe-Competitive Landscape of Primary Suppliers* in the Reman Ecosystem

Asia-Pacific Automotive Reman Aftermarket

• Dashboard-Key Aftermarket Indicators: APAC
• APAC Aftermarket Reman Revenue Market Size Potential
• The Reman Landscape-India and China
• APAC Reman Aftermarket Landscape in 2022
• Growth Opportunity-APAC

Latin America Automotive Reman Aftermarket

• Dashboard-Key Aftermarket Indicators: LATAM
• LATAM-Aftermarket Reman Revenue Market Size Potential
• LATAM Reman Aftermarket Landscape in 2022
• Growth Opportunity-LATAM
• LATAM-Competitive Landscape of Primary Suppliers* in the Reman Ecosystem

Key Company Profiles

• Company Profiles

Case Studies

• Case Study-Stellantis N.V.
• Case Study-Ford Remanufacturing Program
• Case Study-Cardone Industries (Rebuild & Return [R&R] Service)
• Case Study-Groupe Renault
• Case Study-ZF Reman
• Case Study-LKQ

Growth Opportunity Universe

• Growth Opportunity 1-Conventional Components Aftermarket[Suppliers]
• Growth Opportunity 2-eComponents and Battery Remanufacturing[Suppliers]
• Growth Opportunity 3-Reverse Logistics [OES, Retailers, and WDs]
• Growth Opportunity 4-Private Label and Value Line [Suppliers, OEMs, Retailers, and WDs]
• Growth Opportunity 5-Core Buyback Programs [Suppliers, OEMs, Core Procurers, Retailers, and WDs]

The Last Word

• The Last Word-3 Big Predictions

Next Steps

• Your Next Steps
• Why Frost, Why Now?

Appendix

• Selected Primary Competitors and Value Chain Participants
• List of Exhibits
• Legal Disclaimer