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市場調查報告書
商品編碼
1844032
全球汽車塑膠市場,2024-2031年Automotive Plastics Market, Global, 2024-2031 |
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循環經濟推動轉型成長,日益關注永續聚合物
本研究報告對2021年至2031年全球汽車聚合物市場進行了全面分析,重點關注區域細分、收益和銷售指標。透過檢驗歷史資料並預測未來趨勢,報告提供了2025年至2031年的七年預測,以2023年為基準年。
依細分市場
以美國為首的美洲地區是汽車塑膠的主要市場,擁有強大的汽車製造地和創新生態系統。為提高燃油經濟性和減少排放氣體而轉向汽車輕量化,加速採用先進工程塑膠取代傳統金屬。歐洲仍然是汽車塑膠的成熟市場,該地區受嚴格的永續性和報廢汽車管理法規環境的影響較大。
中東、非洲和南亞地區(MEASA)對汽車塑膠的採用情況存在差異,這反映了汽車市場的多樣性,尤其注重能夠承受極端溫度和惡劣環境條件的材料。亞太地區是全球最大且成長最快的汽車塑膠市場,中國、日本和韓國在生產和消費方面均處於領先地位。中國是全球最大的汽車市場,推動主流汽車應用對聚丙烯(PP)和聚乙烯(PE)等傳統塑膠的需求,而快速發展的電動車產業則為電池系統和輕量化解決方案中的工程塑膠創造了新的應用。
該調查方法按聚合物類型、最終用途和地區對銷售和收益進行了詳細分析,深入了解了推動成長的因素和潛在挑戰。預測基於預期年複合成長率(CAGR),為市場發展提供了策略視角。
分析範圍
三大戰略重點對汽車塑膠產業的影響
變革大趨勢
為什麼
循環經濟和永續性重塑汽車聚合物產業。歐盟(EU)規定到2030年汽車必須使用再生塑膠,而目標商標產品製造商(OEM)也承諾推動這項變革,這不僅是監管障礙,更是汽車聚合物市場決定性的轉變。永續性正從成本中心演變為競爭優勢,尤其是在消費者願意為環保汽車支付溢價的情況下。隨著化學回收技術的成熟以及物料平衡認證在汽車樹脂市場獲得更廣泛的認可,預計2025年至2030年間,汽車對再生塑膠的採用將加速。
Frost的觀點
未來三到五年內,汽車樹脂製造商必須透過在兩個關鍵領域進行策略性投資,迅速從合規轉向領導:
地緣政治動盪
為什麼
隨著聚合物製造商面臨資源民族主義、貿易壁壘和區域永續性法規的挑戰,地緣政治緊張局勢改變汽車聚合物供應鏈並影響整個汽車聚合物市場。
俄羅斯與烏克蘭、以色列與巴勒斯坦的衝突凸顯了石化供應鏈的脆弱性,而中國在稀土元素領域的主導地位則影響著汽車聚合物市場的電動車轉型。
Frost的觀點
未來三到五年,聚合物生產預計將進一步區域化,導致許多與汽車塑膠市場區域化相關的市場出現產能重疊。開發商需要透過在其供應網路中建立冗餘機制、開發替代原料路線以及與多元化的區域供應商建立更牢固的夥伴關係關係來確保韌性。汽車製造商可以建立材料多樣性計劃,以減少對特定區域特定材料的依賴。這將需要投資研發能夠使用稀土元素的替代催化劑、擴展回收技術以及開發能夠整合汽車聚合物市場區域市場和閉合迴路系統的專有回收技術。
產業融合
為什麼
汽車、消費性電子產品和儲能之間的界線越來越模糊,對汽車聚合物市場的聚合物材料提出了全新的需求。
隨著汽車越來越依賴軟體以及電池技術不斷發展,聚合物的應用範圍超越傳統的機械應用,包括溫度控管、電磁屏蔽和適用於輕量化汽車材料市場的電池組件。
Frost的觀點
在未來三到五年內,汽車聚合物市場的製造商可以優先開發多功能聚合物系統,同時解決電動車電池機殼和組件的溫度控管、電磁相容性和結構要求。
為了確保未來儲能材料的連結性,成立了專門研究聚合物和電子產品介面的研發團隊,並與電池製造商和軟體開發商合作,簡化前置作業時間短、滿足電氣化和脫碳需求的材料的開發流程。
競爭環境
參賽者數
超過100
競爭因素
成本、性能、進度、支援、技術、可靠性、差異化等級、永續等級
按主要最終用戶行業
汽車、儲能、汽車電子產品
主要競爭對手
ExxonMobil、SABIC、LyondellBasell、Celanese、TotalEnergies、Sinopec、Braskem、Reliance、BASF、Solvay、Arkema、Toray、INEOS、Covestro、Shin-Etsu、Dow、Envalior
其他值得關注的競爭對手
PetroChina、Borealis、Shenhua、Formosa Plastics、EMS-Grivory、DuPont、LG Chemical、LOTTE、Trinseo、Versalis、West Lake、Evonik、Victrex、DIC
流通結構
直銷、經銷商
值得關注的收購與合併
2021年,Trinseo收購了Arkema的PMMA業務。
2023年,DSM 完成了將其工程材料業務出售給 Envalior 的交易,Envalior 是 Advent International 和 LANXESS 的合資企業。
促進因素
成長抑制因素
Circular Economy is Driving Transformational Growth Due to Increased Emphasis on Sustainable Polymers
This study presents a comprehensive analysis of the global market for automotive polymers, with a focus on regional segmentation, revenue, and volume metrics from 2021 to 2031. By examining historical data and projecting future trends, the study offers a seven-year forecast from 2025 to 2031, using 2023 as the base year.
Segmentation by:
The Americas, with the United States at the forefront, represent a major market for automotive plastics, driven by the region's strong automotive manufacturing presence and innovation ecosystem. The shift toward vehicle lightweighting to improve fuel efficiency and reduce emissions has accelerated the adoption of advanced engineering plastics in place of traditional metals. Europe maintains a sophisticated market for automotive plastics, heavily influenced by the region's strict regulatory environment focused on sustainability and end-of-life vehicle management.
The MEASA region shows varied adoption of automotive plastics, reflecting the diverse nature of its automotive markets. These markets are particularly focused on materials that can withstand extreme temperatures and harsh environmental conditions. APAC represents the largest and fastest-growing market for automotive plastics, with China, Japan, and South Korea leading in both production and consumption. China's position as the world's largest automotive market drives massive demand for conventional plastics like PP and PE in mainstream vehicles, while its rapidly expanding EV sector is creating new applications for engineering plastics in battery systems and lightweighting solutions.
The study's methodology involves an in-depth analysis of the volume and revenue for each polymer type, end use, and region, providing insights into the factors driving growth and potential challenges. The forecast is based on the expected compound annual growth rates (CAGRs), offering a strategic view of the market's evolution.
Scope of Analysis
The Impact of the Top 3 Strategic Imperatives on the Automotive Plastics Industry
Transformative Megatrends
Why
Circular economy and sustainability are reshaping the automotive polymer industry. With European Union (EU) mandates on recycled plastic content in vehicles due by 2030 and the commitment of original equipment manufacturers (OEMs) to driving change, these are not just regulatory hurdles but market-defining shifts in the automotive polymers market. Sustainability is evolving from a cost center to a competitive advantage, particularly as consumers demonstrate increased willingness to pay premiums for eco-friendly vehicles. The timeline for the adoption of recycled plastics in vehicles is expected to accelerate between 2025 and 2030 as chemical recycling technologies mature and mass balance certification gains broader acceptance within the automotive polymers market.
Frost Perspective
Over the next 3 to 5 years, manufacturers of automotive polymers must pivot rapidly from compliance to leadership by investing strategically in 2 critical areas:
Geopolitical Chaos
Why
Geopolitical tensions are forcing polymer manufacturers to navigate resource nationalism, trade barriers, and regional sustainability regulations, thus changing automotive polymer supply chains and impacting the overall automotive polymers market.
The Russia-Ukraine and Israel-Palestine conflicts have highlighted vulnerabilities in the petrochemical supply chain, while China's dominance in rare earth elements impacts EV transitions within the automotive polymers market.
Frost Perspective
More regionalization of polymer production is expected in the next 3 to 5 years, with duplicate capacity across many markets relevant to the regional automotive plastics market. Manufacturers must build redundancy into supply networks, develop alternative feedstock pathways, and establish stronger partnerships with regionally diverse suppliers to ensure resilience. Automotive manufacturers can establish material diversity programs that reduce dependency on specific regions for specific materials. This requires investment in R&D for alternative catalysts that can allow for the use of rare earth elements, scaling recycling technologies, and developing proprietary recycling technologies that integrate closed-loop systems with regional markets in the automotive polymers market.
Industry Convergence
Why
The boundaries between automotive, consumer electronics, and energy storage are blurring, creating entirely new requirements for polymer materials in the automotive polymers market.
As vehicles become software-defined and battery technologies evolve, polymer applications are expanding beyond traditional mechanical uses to include thermal management, electromagnetic shielding, and battery components fitting for the lightweight automotive materials market.
Frost Perspective
In the next 3 to 5 years, manufacturers in the automotive polymers market can prioritize developing multifunctional polymer systems that simultaneously address thermal management, electromagnetic compatibility, and structural requirements for EV battery enclosures and components.
They can create specialized R&D teams that focus on polymer-electronic interfaces, ensuring connectivity for future energy-storage materials, while partnering with battery manufacturers and software developers to streamline development processes in materials requiring short lead times and being both electrified and decarbonized.
Competitive Environment
Number of Competitors
>100
Competitive Factors
Cost, performance, schedule, support, technology, reliability, differentiated grades, sustainable grades
Key End-user Industry Verticals
Automotive, energy storage, automotive electronics
Leading Competitors
ExxonMobil, SABIC, LyondellBasell, Celanese, TotalEnergies, Sinopec, Braskem, Reliance, BASF, Solvay, Arkema, Toray, INEOS, Covestro, Shin-Etsu, Dow, Envalior
Other Notable Competitors
PetroChina, Borealis, Shenhua, Formosa Plastics, EMS-Grivory, DuPont, LG Chemical, LOTTE, Trinseo, Versalis, West Lake, Evonik, Victrex, DIC
Distribution Structure
Direct sales, distributors
Notable Acquisitions and Mergers
In 2021, Trinseo acquired Arkema's PMMA business
In 2023, DSM completed the sale of its Engineering Materials business to Envalior, a joint venture backed by Advent International and LANXESS
Growth Drivers
Growth Restraints