ニュースと分析
タイヤ製造・貿易・テクノロジーを再形成するトレンドのデータドリブン分析
2024年における中国の9億1,800万本規模のタイヤ輸出急増から、タイヤコンパウンドコストの40%を占める250億ドル規模の天然ゴム市場まで、この業界を再形成する力は急速に変化し、貿易政策・原材料・車両電動化にまたがっています。当社の分析は、OICA生産データ、UN COMTRADE HS 4011貿易フロー、Tire Business Top 75メーカーの数値といった、当社のリサーチ活動を支える一次情報源に基づき、工場責任者・購買担当者・規制当局者への継続的なインタビューと合わせて構築されています。
Beyond Tariffs: China's 918-Million-Unit Tire Export Surge Forces a Global Production Reshuffle
China's tire exports climbed to 918 million units in 2024, a volume large enough to trigger anti-dumping action across four continents and push manufacturers into a multi-country factory relocation strategy that is quietly redrawing the map of global tire production.
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Beyond the Engine: EV Tire Demand Is Outpacing Manufacturers' Ability to Retool Fast Enough
The EV-specific passenger car tire segment is valued at roughly 6.5 billion dollars and is growing faster than any other sub-category in the industry through 2027. But building an EV tire is not a simple substitution of an existing product. It requires new engineering, new homologation cycles, and new manufacturing capability, and the gap between demand growth and manufacturer readiness is becoming the defining bottleneck of the EV transition.
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Beyond the Pump: Natural Rubber Price Volatility Puts Tire Manufacturers' Margins on a Collision Course
Natural rubber, a $25 billion global commodity market concentrated in three countries, makes up roughly 40 percent of tire compound weight. Combined with carbon black, steel cord, and a growing basket of specialty inputs, raw material volatility is becoming the single largest source of margin risk for tire manufacturers, and most are still hedging it reactively rather than strategically.
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