지속 가능한 EV용 타이어의 미래(-2029년)

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