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1857178

類別管理：1-3 類溫度控管售後市場（印度），2024-2031 年

Category Management: Class 1-3 Thermal Management Components Aftermarket, India, 2024-2031
出版日期: | 出版商: Frost & Sullivan | 英文 61 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

由於技術進步和高使用需求，乘用車和輕型商用車行業的引擎和座艙溫度控管系統將迎來變革性成長。

自新冠疫情爆發以來，印度乘用車 (PV) 和輕型商用車 (LCV) 市場持續穩定成長，預計未來將持續擴張。此外，在運作中車輛總數 (VIO) 也不斷增加，尤其是車齡超過 10 年的車輛。這一趨勢顯示車輛持有時間延長，進而導致車輛更換和報廢速度相對放緩。隨著對老舊車輛和標準生命週期零件需求的成長，售後市場預計將從中受益匪淺，尤其是在駕駛室和引擎冷卻系統更換領域。氣候條件惡化、交通堵塞、轉換時間延長以及駕駛習慣改變等因素進一步推動了這項需求。在預計本研究涵蓋的細分市場中，大部分售後零件需求將來自乘用車。車輛的平均年行駛里程也逐年增加，導致溫度控管零件的周轉速度加快。傳統上，溫度控管零件的售後市場主要由倉儲分銷管道主導，預計這一趨勢將在預測期內持續。本研究探討了光電和輕型商用車溫度控管組件的市場前景和市場動態，檢驗了2025 年至 2031 年的銷售和收入成長情況，同時也檢視了影響市場動態的因素。

前三大策略重點對印度1-3級溫度控管組件售後市場產業的影響

壓縮客戶價值鏈

  • 原因
  • 擁有成熟技術和價值鏈佈局的主要供應商可能會繼續專注於印度汽車產業。
  • 隨著製造商不斷尋求擴大供應鏈管道並根據新技術降低成本，他們更傾向於盈利能力強、成本效益高且更優越的夥伴關係機會。
  • 弗羅斯特的觀點
  • 隨著各公司評估其產品線定位策略，預計會出現新技術和供應商合作關係。
  • 汽車製造商應將先進的現代化溫度控管產品線融入他們的汽車中，以滿足印度汽車市場不斷變化的需求。
  • 全球供應商預計將精簡產品系列併簡化產品供應。

變革性大趨勢

  • 原因
  • 隨著汽車產業向清潔能源汽車轉型，各公司需要提升其相關價值鏈的能力。電動車（EV）將逐步普及，尤其是在乘用車和輕型卡車領域，因為它們在這些領域具有良好的應用前景。
  • 與安全性和舒適性相關的先進車輛功能預計將變得越來越重要。
  • 弗羅斯特的觀點
  • 電動車的需求很可能會影響製造商的市場策略和目標。在推廣初期，電動車的性能和功能將受到密切關注並不斷改進。
  • 消費者對安全性和舒適性的偏好將持續提高，並成為影響不同地區購買決策的重要因素。

地緣政治動盪

  • 原因
  • 近期地緣政治格局的變化，包括貿易協定、關稅和區域承諾，正迫使企業重新思考其市場策略。
  • 由於美國市場貿易瓶頸對歐洲供應商構成威脅，供應商可能會尋求擴大在印度等其他市場的業務。
  • 弗羅斯特的觀點
  • 在印度原廠配套供應管道中，亞洲供應商目前的主導地位可能會對歐洲供應商構成挑戰。
  • 預計近期將出現新的合資企業和策略聯盟。
  • 供應鏈的重組可能為按需服務帶來成長機會。

競爭環境

競爭對手數量

  • 15家主要公司

競爭因素

  • 成本、性能、耐用性、可維護性、可用性、銷售網路、品牌知名度

主要終端用戶市場（按行業分類）

  • 汽車售後市場

主要競爭對手

  • Subros、Hanon、馬勒、Doowon、Sanden

前五大公司的出貨量佔有率

  • 88%-90%

其他值得關注的競爭對手

  • 電裝、塔塔東洋、海拉、德爾福、埃斯特拉

流通結構

  • OEM、零售、直銷、獨立售後市場銷售

主要競爭對手

  • 競爭對手
  • Subros
  • Hanon Systems
  • Mahle
  • Doowon
  • Sanden
  • Delphi
  • Hella
  • Denso
  • 法雷奧
  • Motherson

成長促進因素

  • 2024年，印度乘用車和輕型卡車的在運作總量約為5490萬輛，預計到2030年將超過7000萬輛。售後市場溫度控管零件的需求與道路上的車輛數量密切相關，需要市場持續成長才能滿足未來幾年不斷成長的需求。
  • 到2024年，超過四分之一的車輛車齡將超過10年，而且這一比例預計還將穩定上升。為了滿足不斷成長的經濟需求，車輛淘汰率預計將會下降。因此，隨著老舊車輛數量的增加，售後市場對替換零件的需求也將隨之成長。
  • 不利的天氣狀況和預報預計將導致車主和駕駛人更頻繁地使用車輛溫度控管系統。此外，城市交通通行時間的延長也可能增加這些系統的使用頻率。
  • 灰塵積聚和污染等外部因素，以及溫度控管組件系統缺乏適當的日常維護，導致更換需求增加。
  • 隨著座艙供暖和製冷系統不斷發展，並日益被視為一項安全功能而不僅僅是舒適性因素，對不斷改進的溫度控管組件系統的需求可能會增加。

成長抑制因素

  • 溫度控管組件品質和耐用性的提升將延長更換週期。在售後市場，隨著維修負責人和車主選擇性能更優、更耐用的產品，兩次更換之間的間隔時間可能會延長。
  • 嚴格執行交通規則，包括速限、最佳化交通流量和改善基礎設施，將有助於降低事故率。此外，新車擴大採用高級駕駛輔助系統（ADAS），預計也能減少車輛碰撞事故。
  • 純電動車（BEV）動力傳動系統總成的溫度控管系統功能需求和性能特點與內燃機汽車（ICE）動力傳動系統總成有所不同。隨著純電動車市場佔有率的不斷擴大，預計對內燃機汽車動力傳動系統總成溫度控管組件的需求將會下降。
  • 鑑於政府近期重點改善人口稠密都市區公共運輸基礎設施，私家車用戶可能會有更多大眾公共選擇。
  • 車輛共享或共用會降低單一車輛的使用率，但會增加溫度控管組件的消耗率。

目錄

調查範圍

  • 調查範圍
  • 本次調查解答的關鍵問題
  • 產品細分與定義

成長格局：品類管理轉型：印度 1-3 級溫度控管售後市場，2025 年

  • 為什麼成長變得越來越難？
  • The Strategic Imperative 8
  • 前三大策略重點對印度1-3級溫度控管組件售後市場產業的影響

類別管理生態系：印度 1-3 級溫度控管售後市場，2025 年

  • 價值鏈結構
  • 競爭環境
  • 主要競爭對手

品類管理成長要素：印度 1-3 級溫度控管售後市場，2025 年

  • 類別管理：1-3級溫度控管售後市場，印度成長指標
  • 主要發現
  • 成長促進因素
  • 成長阻礙因素
  • 推動溫度控管售後市場發展的因素
  • 對案例的影響
  • 預測考量
  • 出貨量和收入預測
  • 按產品細分市場分類的出貨量預測
  • 按產品細分市場分類的收入預測
  • 按產品類別分類的平均價格
  • 分銷通路收入佔有率
  • OEM首次安裝市場佔有率

2021-2031年印度替換壓縮機售後市場成長要素

  • 替換壓縮機：成長指標
  • 替換壓縮機：出貨量預測
  • 替換壓縮機：收入預測
  • 更換壓縮機：平均 MLP
  • 替換壓縮機：OEM首次適配市場佔有率
  • 替換型電子壓縮機：成長指標
  • 替換型電子壓縮機：出貨量預測
  • 替換型電子壓縮機：收入預測
  • 更換電子壓縮機：平均 MLP
  • 摘要：替換壓縮機售後市場分析

2021-2031年印度替換蒸發器售後成長要素

  • 替換蒸發器：成長指標
  • 替換蒸發器：出貨量預測
  • 替換蒸發器：收入預測
  • 更換蒸發器：平均 MLP
  • 替換蒸發器：OEM首次安裝市場佔有率
  • 售後市場散熱器更換分析摘要

印度替換散熱器售後市場成長要素（2021-2031年）

  • 更換散熱器：成長指標
  • 替換散熱器：出貨量預測
  • 更換散熱器：收入預測
  • 更換散熱器：平均 MLP
  • 替換散熱器：OEM首次適配市場佔有率
  • 摘要：散熱器售後市場分析

印度替換電容器售後市場成長要素（2021-2031年）

  • 替換電容器：成長指標
  • 替換電容器：出貨量預測
  • 替換電容器：收入預測
  • 替換電容器：平均 MLP
  • 替換電容器：原廠初始組裝市場佔有率
  • 摘要：替換電容器售後市場分析

三大預測

  • 三大預測

品類管理領域的成長機會：印度1-3級溫度控管售後市場，2025年

  • 成長機會 1：氣候控制系統
  • 成長機會2：改革網路結構
  • 成長機會三：併購與夥伴關係

附錄與後續步驟

  • 成長機會帶來的益處和影響
  • 下一步
  • 附件清單
  • 免責聲明
簡介目錄
Product Code: PFU9-41

Engine and Cabin Thermal Management Systems in the PV and LCV Industries is Experiencing Transformational Growth due to Technological Progress and High Utilization Requirement

The Indian passenger vehicles (PV) and light commercial vehicles (LCV) market has experienced steady growth since the COVID-19 pandemic and is projected to continue expanding in the future. In addition, the total number of vehicles in operation (VIO) has increased, particularly among vehicles that are over 10 years old. This trend suggests a longer duration of vehicle ownership, accompanied by a relatively slower rate of vehicle replacement and scrappage. As demand rises for older vehicles and for standard life cycle parts, the aftermarket is expected to benefit significantly, particularly in the area of replacement cabin and engine cooling systems. This demand is further influenced by factors such as worsening climatic conditions, traffic congestion, longer transit times, and changing driver habits. Most of the aftermarket demand for replacement parts is anticipated to come from PVs within the segments discussed in this study. Average annual vehicle mileage is also expected to grow year over year, resulting in a faster turnover of thermal management components. Traditionally, the aftermarket for thermal management components has been dominated by warehouse distribution channels, and this trend is expected to continue throughout the forecast period. This study explores the market landscape and dynamics of thermal management components for PVs and LCVs. It examines growth in terms of unit shipment and revenue from 2025 to 2031 while discussing factors that influence the market dynamics.

The Impact of the Top 3 Strategic Imperatives on the Indian Class 1-3 Thermal Management Components Aftermarket Industry

Customer Value Chain Compression

  • Why
  • Major suppliers with established technological and value chain footprints will continue to focus on the Indian automotive industry.
  • Manufacturers continually look to extend their supply chain channels or cut cost contributions in line with new technologies and prefer beneficial, cost-effective, and superior partnership opportunities.
  • Frost Perspective
  • New technological and supplier partnerships are expected as companies evaluate their positioning strategy for the product line they offer.
  • Motor vehicle manufacturers should incorporate advanced and updated thermal management product lines in their vehicle models to cater to changing Indian automotive market needs.
  • Global suppliers are expected to streamline their product portfolios to succinctly organize their offerings.

Transformative Megatrends

  • Why
  • As the automotive industry transitions to clean energy vehicles, companies will have to upgrade their relevant value chain capabilities. Electric vehicles (EVs) will gradually gain penetration, especially in the passenger vehicle and light-duty truck segments, which are favorable use cases.
  • The significance of advanced vehicle features related to safety and comfort is expected to increase.
  • Frost Perspective
  • EV demand will influence manufacturers' market strategies and targets. The performance of EVs and their content will be closely monitored and improved during the early phases of adoption.
  • Customer preferences regarding safety and comfort will continue to improve, becoming a crucial factor influencing purchasing decisions across various regions.

Geopolitical Chaos

  • Why
  • The changing geopolitical landscape, with recent revisions in trade pacts, tariffs, and regional commitments, compels companies to re-examine their market strategies.
  • Owing to impending trade bottlenecks in the US market for European suppliers, they will look to expand their presence in other markets such as India.
  • Frost Perspective
  • The incumbent dominance of Asian suppliers will challenge European suppliers in the Indian OE supply channel.
  • New joint venture or strategic collaborations can be expected in the near future.
  • Reorganizing of supply channels will provide opportunities for on-demand services to grow.

Competitive Environment

Number of Competitors

  • About 15 major companies

Competitive Factors

  • Cost, performance, durability, serviceability, availability, sales network, brand perception

Key End-user Industry Verticals

  • Automotive aftermarket

Leading Competitors

  • Subros, Hanon, Mahle, Doowon, Sanden

Unit Shipment Market Share of Top 5 Competitors*

  • 88%-90%

Other Notable Competitors

  • Denso, Tata Toyo, Hella, Delphi, Estra

Distribution Structure

  • OEMs, retail sales, direct sales, independent aftermarket sales

Key Competitors

  • Competitor
  • Subros
  • Hanon Systems
  • Mahle
  • Doowon
  • Sanden
  • Delphi
  • Hella
  • Denso
  • Valeo
  • Motherson

Growth Drivers

  • In 2024, the total number of PVs and light trucks in operation (VIO) in India was about 54.9 million, and this number is expected to exceed 70 million by 2030. The demand for thermal management aftermarket parts will be closely related to the number of vehicles on the road, necessitating consistent market growth to meet the increasing demand in the coming years.
  • In 2024, more than a quarter of the total VIO was over 10 years old, and this ratio is anticipated to rise steadily. To accommodate growing economic needs, the rate of vehicle phase-out is expected to decrease. Consequently, as the number of aging vehicles increases, the demand for replacement parts in the aftermarket will also rise.
  • Owing to adverse climatic conditions and forecasts, vehicle owners and drivers are expected to use thermal management component systems more frequently. Moreover, longer transit times in urban traffic are likely to result in increased use of these systems.
  • External factors, such as dust buildup and contamination, as well as a lack of proper periodic maintenance of thermal management component systems, will lead to higher demand for replacements.
  • The evolution of cabin heating and cooling systems, which are increasingly seen as a safety feature rather than merely a comfort aspect, will drive the need for better functioning thermal management component systems at all times.

Growth Restraints

  • Improvements in the quality and durability of thermal management components will extend replacement cycles. In the aftermarket, the interval between consecutive replacements is likely to be longer, as service personnel and vehicle owners choose improved and more durable products.
  • Stricter enforcement of traffic rules, including speed limits, streamlined traffic flow, and improved infrastructure, will reduce accident rates. In addition, a decrease in vehicle collisions is anticipated with the increased adoption of ADAS in new vehicles.
  • The functional requirements and performance characteristics of thermal management systems for BEV powertrains differ from those of ICE powertrains. As BEVs continue to penetrate the market, the demand for thermal management components for ICE powertrains is likely to decline.
  • With the government's recent focus on enhancing public transportation infrastructure in densely populated urban areas, private vehicle users will turn to improved public transportation options.
  • Vehicle aggregation and pooling practices will reduce the individual vehicle usage rate; however, the thermal management components consumption rate will increase in such cases.

Table of Contents

Research Scope

  • Scope of the Study
  • Key Questions The Study Answers
  • Product Segmentation and Definition

Growth Environment: Transformation in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8
  • The Impact of the Top 3 Strategic Imperatives on the Indian Class 1-3 Thermal Management Components Aftermarket Industry

Ecosystem in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Value Chain Structure
  • Competitive Environment
  • Key Competitors

Growth Generator in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Category Management: Class 1-3 Thermal Management Components Aftermarket, India-Growth Metrics
  • Key Findings
  • Growth Drivers
  • Growth Restraints
  • Factors Driving the Thermal Management Components Aftermarket
  • CASE Implications
  • Forecast Considerations
  • Unit Shipment and Revenue Forecast
  • Unit Shipment Forecast by Product Segment
  • Revenue Forecast by Product Segment
  • Average Price by Product Segment
  • Distribution Channel Revenue Share
  • Market Share at OEM First Fitment

Growth Generator for the Replacement Compressors Aftermarket, India, 2021-2031

  • Replacement Compressors-Growth Metrics
  • Replacement Compressors-Unit Shipment Forecast
  • Replacement Compressors-Revenue Forecast
  • Replacement Compressors-Average MLP
  • Replacement Compressors-Market Share at OEM First Fitment
  • Replacement eCompressors-Growth Metrics
  • Replacement eCompressors-Unit Shipment Forecast
  • Replacement eCompressors-Revenue Forecast
  • Replacement eCompressors-Average MLP
  • Summary: Replacement Compressors Aftermarket Analysis

Growth Generator for the Replacement Evaporators Aftermarket, India, 2021-2031

  • Replacement Evaporators-Growth Metrics
  • Replacement Evaporators-Unit Shipment Forecast
  • Replacement Evaporators-Revenue Forecast
  • Replacement Evaporators-Average MLP
  • Replacement Evaporators-Market Share at OEM First Fitment
  • Summary: Replacement Evaporators Aftermarket Analysis

Growth Generator for the Replacement Radiators Aftermarket, India, 2021-2031

  • Replacement Radiators-Growth Metrics
  • Replacement Radiators-Unit Shipment Forecast
  • Replacement Radiators-Revenue Forecast
  • Replacement Radiators-Average MLP
  • Replacement Radiators-Market Share at OEM First Fitment
  • Summary: Replacement Radiators Aftermarket Analysis

Growth Generator for the Replacement Condensers Aftermarket, India, 2021-2031

  • Replacement Condensers-Growth Metrics
  • Replacement Condensers-Unit Shipment Forecast
  • Replacement Condensers-Revenue Forecast
  • Replacement Condensers-Average MLP
  • Replacement Condensers-Market Share at OE First Fitment
  • Summary: Replacement Condensers Aftermarket Analysis

3 Big Predictions

  • 3 Big Predictions

Growth Opportunity Universe in Category Management: Class 1-3 Thermal Management Components Aftermarket in India, 2025

  • Growth Opportunity 1: Climate Control Systems
  • Growth Opportunity 2: Transforming the Network Structure
  • Growth Opportunity 3: Mergers, Acquisitions, and Partnerships

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer