THE GLOBAL TYRE INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global tyre industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Improve competitiveness, strengthen their position in high value-added products, diversify their source of revenue outside of tyres, target high-potential regions and improve products' eco-design: the report details the growth levers prioritised by the world leaders in the tyre industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. FRAMING AND ENVIRONMENT

MARKET FUNDAMENTALS

• Activity

• Customers

• Products

• Suppliers

• Leaders' profiles

• The tyre market by region

SECTORAL ENVIRONMENT

• Overview (PESTEL analysis)

• Regulation

• Global economic growth

• Raw material prices

• Global automobile production

• Number of vehicles on the road and motorization rate

• Main automotive markets worldwide

• Major trends in the automotive market

3. THE MARKET AND LEADERS' ACTIVITY

THE GLOBAL TYRE MARKET

• The tyre market (figures by segments and regions)

• International trade

LEADERS' ACTIVITY AND PERFORMANCES

• Leaders' cumulative revenue (2012-2020)

• Positioning by average growth rate

• Leaders' aggregate operating profit rate

• Rankings by EBIT ratio

• Individualised activity and performances

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Overview (Porter's strengths)

• Intra-sectoral competition

• Bargaining power of customers

• Threat of new entrants

• Government's influence

LEADERS' STRATEGIES

• Improving competitiveness

• Strengthen in high value-added products

• Diversifying sources of income

• Targeting strategic geographic markets

• Improving products' eco-design

5. FORCES AT WORK

• Ranking of the 10 world leaders in the global tyre industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

• Leader's profiles