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1883958

TMD Friction策略分析（2025-2030）

Strategic Analysis of TMD Friction, 2025-2030

出版日期: 2025年10月07日 | 出版商:

Frost & Sullivan | 英文 37 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

TMD Friction 透過先進的摩擦材料和以電動車為中心的創新，推動變革性成長，引領永續煞車技術的未來。

本報告深入分析了TMD Friction如何發展成為高性能煞車解決方案領域的全球領導者，並在原廠配套（OE）和售後市場中佔據了穩固的過程。該公司的核心產品包括用於客車和商用車的碟式煞車和鼓式煞車襯。 TMD Friction隸屬於德國知名工業集團AEQUITA SE & Co. KGaA，憑藉深厚的摩擦技術實力和多元化的全球佈局，在業界享有盛譽。其產品組合還包括賽車摩擦產品（旗下擁有多個品牌）和工業應用產品（旗下擁有Cosid品牌）。

TMD Friction積極應對新興的產業需求，包括開發無銅、低排放氣體，協助實現歐盟7排放標準，並推廣用於電動車再生煞車的專用摩擦材料。公司致力於永續性數位化，大力投資於材料創新、清潔製造和智慧產品開發。本研究檢視了TMD Friction的核心競爭力、關鍵創新策略、重要合作計畫以及對快速變化的市場環境的應對力。隨著市場對永續的下一代煞車系統的需求日益成長，TMD Friction憑藉其雄厚的基礎和戰略方向，在不斷發展的出行生態系統中佔據有利地位，檢驗自身價值。

分析範圍

本研究檢驗了TMD Friction在汽車市場的關鍵商業策略。
本研究探討了TMD Friction在全球市場的關鍵經營模式、收入來源、技術聯盟、成長夥伴關係和市場策略。
本研究檢驗了TMD Friction的產品系列，並與市場競爭對手進行了比較分析。
本研究深入分析了當前和潛在的挑戰以及公司應對這些挑戰的策略。
本研究分析了TMD Friction技術的潛在成長機會。

車輛細分市場

客車

三大戰略挑戰對TMD Friction的影響

變革性大趨勢

原因：全球加速向電動車（EV）轉型，以及對環保材料的監管要求不斷提高，帶來了巨大的挑戰和機會。
Frost的觀點：這項挑戰對TMD Friction的長期競爭力非常重要。成功的關鍵在於快速的研發週期、新材料的有效商業化以及與主要OEM平台的深度整合。

壓縮客戶價值鏈

背景：在瞬息萬變的全球汽車市場中，數位化和卓越營運對於提高效率、增強客戶參與和加強供應鏈韌性非常重要。
Frost 的觀點：該公司目前實施數位化策略（例如，虛擬煞車、Tektar 虛擬學院），並實現其全球供應鏈流程的自動化，以提高效率和應對力。

創新經營模式

原因：將成長多元化，從傳統的成熟市場擴展到高潛力地區和新的應用領域，對於長期收入穩定和減少對任何單一領域的依賴非常重要。
Frost的觀點：成功取決於執行能夠考慮到區域細微差別、建立強大的本地分銷網路以及使產品和行銷適應多樣化的競爭環境和消費者偏好的戰略。

主要競爭對手

OEM
- Robert Bosch GmbH
- ZF Aftermarket（TRW）
- Tenneco（Federal-Mogul）
- ITT Corporation
- MAT Holdings
- Hitachi
- Nisshinbo
- Sangsin Brake
- ADVICS
- Shandong Gold Phoenix
- GM（ACDelco）
- Brake Parts Inc
- BorgWarner（Delphi）
- Fras-leAkebono
- Continental（ATE）
- Brembo
煞車/摩擦系統
- Brembo
- Ferodo
- ABS Friction
- Raicam
專業/工業
- Cook
- ProTec
- CECO
- ALL Frictions
- American Friction
其他汽車相關企業
- Centric
- ZF
- Aptiv
- Hella Pagid
- EBC

競爭環境

競爭對手數量
- 15家或更多競爭對手
競爭因素
- 品質、覆蓋範圍、創新性、價格、可靠性、品牌、地理性
主要終端用戶產業
- 客車、商用車、賽車和高性能車輛、工業車輛
主要競爭對手
- Robert Bosch GmbH、ZF Aftermarket (TRW)、Tenneco (Federal-Mogul)、ITT、MAT Holdings、Hitachi、Nisshinbo、ADVICS、Brembo、ABS Friction、BorgWarner (Delphi)
前五大公司營收佔有率（2024年）
- 38％
其他主要競爭對手
- ABS Friction（加拿大）、Fras-Le（巴西）、Sangsin Brake（韓國）、Shandong Gold Phoenix（中國）、Brake Parts Inc.
流通結構
- 售後批發經銷商、原廠備品、賽車隊、車隊
重大收購與合併
- 2025年 7月 1 日，TMD 將其工業摩擦材料部門（包括 COSID®）出售給了 INNO FRICTION GmbH。

成長促進因素

全球排放氣體法規日益嚴格（歐盟7國標準、北美法規）：對煞車顆粒物排放的更嚴格規定推動了OEM廠商對無銅、低粉塵、環保墊片的需求。 TMD在綠色配方研發方面的優勢使其成為首選合作夥伴。
電動車的普及推動了平台轉型：電氣化改變煞車循環，對材料提出了低噪音、耐腐蝕和熱穩定性的要求。 TMD 針對電動車的創新產品與 OEM 向再生煞車和混合煞車系統的轉型趨勢相契合。
以ESG主導的籌資策略：主要OEM廠商將環境、社會和管治（ESG）指標納入供應商選擇流程。 TMD的循環經濟措施（例如，再生背板、環保墊片）提升了在永續性發展為導向的採購環境中的吸引力。
新興市場售後市場的正規化：都市區車輛密度不斷增加，安全標準日益嚴格，促使售後市場公司轉向品牌認證零件，增加了對 TMD 成熟的產品可靠性和供應鏈的需求。

成長限制因素

價格競爭加劇：售後市場面臨來自現有競爭對手和新低成本參與企業的巨大價格壓力，這可能會降低公司的利潤率。
資本密集研發與規模化：開發無銅、降噪、高效能的墊片需要大量的研發投資和初步試驗基礎設施，這可能會限制對新需求趨勢的反應靈活性。
供應鏈中斷：不可預測的全球物流、地緣政治不穩定和材料短缺可能會延遲生產、降低客戶滿意度並限制成長目標。
電氣化/電動車滲透率：電動車市場佔有率不斷成長，再生煞車系統減少了對傳統摩擦產品的需求，這可能會對TMD Friction等煞車摩擦材料供應商構成威脅。

This profiling study highlights TMD Friction's evolution as a global leader in high-performance braking solutions, with a stronghold across the OE and aftermarket segments. The company's primary offerings encompass disc brake products and drum brake linings for both passenger vehicle and commercial vehicle segments. Backed by the trusted German industrial group, AEQUITA SE & Co. KGaA, TMD Friction brings together deep friction expertise with a diversified global presence. Additionally, its portfolio includes friction products for racing under different brands and industrial applications under the Cosid brand.

TMD Friction proactively addresses emerging industry needs by developing copper-free and low-emission pads, contributing to Euro 7 standards, and advancing EV-specific friction materials for regenerative braking. With the emphasis on sustainability and digitalization, the company invests heavily in materials innovation, clean manufacturing, and smart product development. This study examines TMD Friction's core capabilities, key innovation strategies, notable collaborations, and responsiveness to rapidly changing market conditions. As demand grows for sustainable and next-generation braking systems, TMD Friction's strong foundation and strategic direction position it well to capture value across the evolving mobility ecosystem.

Scope of Analysis

This study investigates TMD Friction's key business strategies in the automotive market.
The study explores TMD Friction's key business models, revenue streams, technology partnerships, growth partnerships, and market strategies in the global market.
The research examines TMD Friction's product portfolio and provides a comparative analysis with market competitors.
The study contains an in-depth analysis of current and potential challenges and the company's strategies for handling those challenges.
The study analyzes potential growth opportunities for TMD Friction.

Vehicle Segments

Passenger vehicles

The Impact of the Top 3 Strategic Imperatives on TMD Friction

Transformative Megatrends

Why: The accelerating global shift toward electric vehicles (EVs) and increasing regulatory demands for eco-friendly materials present both significant challenges and critical opportunities.
Frost Perspective: This imperative is paramount for TMD Friction's long-term competitive viability. Success hinges on agile R&D cycles, effective commercialization of new materials, and securing deep integration with key original equipment manufacturer (OEM) platforms.

Customer Value Chain Compression

Why: Digitalization and operational excellence are fundamental to enhancing efficiency, improving customer engagement, and strengthening supply chain resilience in a dynamic global automotive market.
Frost Perspective: The company is in the process of implementing digitization strategies (e.g., virtual brake sets, Tektar Virtual Academy) and automating global supply chain processes for efficiency and responsiveness.

Innovative Business Models

Why: Diversifying growth beyond traditional and mature markets into high-potential regions and new applications is vital for long-term revenue stability and reducing reliance on specific segments.
Frost Perspective: Success will depend on executing nuanced regional strategies, building strong local distribution networks, and adapting products and marketing to varied competitive landscapes and consumer preferences.

Key Competitors

OEMs
- Robert Bosch GmbH
- ZF Aftermarket (TRW)
- Tenneco (Federal-Mogul)
- ITT Corporation
- MAT Holdings
- Hitachi
- Nisshinbo
- Sangsin Brake
- ADVICS
- Shandong Gold Phoenix
- GM (ACDelco)
- Brake Parts Inc
- BorgWarner (Delphi)
- Fras-leAkebono
- Continental (ATE)
- Brembo
Brake/Friction Systems
- Brembo
- Ferodo
- ABS Friction
- Raicam
Specialized/Industrial
- Cook
- ProTec
- CECO
- ALL Frictions
- American Friction
Other Automotive Players
- Centric
- ZF
- Aptiv
- Hella Pagid
- EBC

Competitive Environment

Number of Competitors
- 15+ competitors
Competitive Factors
- Quality, coverage, innovation, price, reliability, brand, locality
Key End-User Industry Verticals
- Passenger vehicles, commercial vehicles, racing and high performance vehicles, industrial applications
Leading Competitors
- Robert Bosch GmbH, ZF Aftermarket (TRW), Tenneco (Federal-Mogul), ITT, MAT Holdings, Hitachi, Nisshinbo, ADVICS, Brembo, ABS Friction, and BorgWarner (Delphi)*
Revenue Share of Top 5 Competitors (2024)
- 38%
Other Notable Competitors
- ABS Friction (Canada), Fras-Le (Brazil), Sangsin Brake (Korea), Shandong Gold Phoenix (China), and Brake Parts Inc
Distribution Structure
- Wholesale aftermarket distributors, OEM spares, racing teams, fleets
Notable Acquisitions and Mergers
- On 1 July 2025, TMD sold its Industrial Friction Materials division (including COSID(R)) to INNO FRICTION GmbH.

Growth Drivers

Tightening Global Emission Norms (EU7, NA Regulations): Regulatory crackdowns on particulate emissions from brakes are accelerating OEM demand for copper-free, low-dust, and eco-compliant pads. TMD's R&D edge in green formulations positions it as a preferred partner.
EV Penetration Driving Platform Shifts: Electrification is disrupting brake load cycles, requiring low-noise, corrosion-resistant, and thermally stable materials. TMD's EV-centric product innovation aligns with OEM shifts toward regenerative and hybrid braking systems.
ESG-driven Procurement Strategies: Major OEMs are embedding environmental, social, and governance (ESG) metrics into their supplier selection processes. TMD's circularity initiatives (e.g., recycled backing plates, eco pads) enhance its appeal in an increasingly sustainability-driven procurement environment.
Aftermarket Formalization in Emerging Markets: With increasing urban fleet density and tightening safety standards, aftermarket players are shifting toward branded, certified components-boosting demand for TMD's established product reliability and reach.

Growth Restraints

Intensifying Price Competition: The aftermarket sector faces aggressive pricing pressures from both established competitors and low-cost new entrants that could erode company profit margins.
CapEx-intensive R&D & Scaling: Development of copper-free, noise-reducing, and high-performance pads requires significant R&D investment and pilot testing infrastructure, which may constrain agility in responding to new demand trends.
Supply Chain Disruptions: Unpredictable global logistics, geopolitical instability, and material shortages can delay production, impact customer satisfaction, and hinder growth objectives.
Electrification/EV Adoption: The increasing market share of EVs reduces demand for traditional friction products due to regenerative braking systems, which could be a threat to brake friction suppliers such as TMD Friction.

Research Scope

Scope of Analysis

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on TMD Friction

Strategic Analysis of TMD Friction: Ecosystem

Competitive Environment
Key Competitors

Growth Generator

Growth Drivers
Growth Restraints

Growth Environment

Key Takeaways
TMD Friction: Braking Products Portfolio Analysis
SWOT Analysis
TMD Friction: 2024 Revenue Analysis
Current vs Future Outlook of TMD Friction
TMD Friction: Future Growth Opportunities

TMD Friction: Company Overview

TMD Friction: Introduction
TMD Friction: Evolution
TMD Friction: Ownership Structure and Governance
Organizational Structure
TMD Friction: Purpose
TMD Friction: Global Reach and Innovation Hubs
Core Business Segments
TMD Friction: Aftermarket Brand Portfolio
Product Mapping Analysis

TMD Friction: Market and Competitive Landscape Analysis

TMD Friction: Market Landscape
TMD Friction: 2024 Revenue Analysis
TMD Friction: Regional Analysis
Competitive Landscape
Comparative Analysis: TMD Friction and Competitors

TMD Friction: Business Strategy Analysis

Key Challenges for TMD Friction
Multi-Brand Strategy and Market Segmentation
Key Innovations Strategy
Strategic Backing and Key Collaborations
Electrification Strategy
Strategic Market Positioning and Durable Advantages

Growth Opportunity Universe

Growth Opportunity 1: Accelerating Growth in High-Potential Geographic Markets
Growth Opportunity 2: Expanding into Diverse Industrial Applications
Growth Opportunity 3: Exploring Sustainable Friction Materials for Next-Generation Mobility