歐洲的class1～3空調機器的更換需求分析

歐洲的HVAC售後市場，預計2029年成為25億8,000萬歐元。

由於平均行駛里程的成長、壓抑的需求強勁、年平均氣溫上升以及車輛保有量老化，歐洲對暖通空調零零件的售後市場需求於2021年恢復，並在2022年繼續成長。然而，到預測期結束時，單位出貨量和收入成長將保持平穩。這主要是由於車輛事故減少和產品耐用性提高，2025年後某些關鍵暖通空調零件的售後需求下降。

本報告提供歐洲的小客車和小型商旅車的HVAC零件維修市場調查分析，市場成長的影響因素，各市場區隔、各地區的收益預測，競爭情形，成長機會分析，主要企業簡介等彙整資訊。

目錄

策略性必要事項

• 為何成長日益變得困難？
• The Strategic Imperative 8(TM)
• 對暖氣、通風、氣溫調節(HVAC)零組件的售後市場的成長帶來影響的3個策略性必要事項
• 成長機會促進Growth Pipeline Engine(TM)

成長機會分析:HVAC零組件整體售後市場

• 分析範圍
• 市場區隔
• 定義
• 這個研究能回答的重要問題
• 主要的競爭
• 主要調查結果
• 成長指標
• 成長促進因素
• 阻礙成長的要素
• CASE對HVAC零組件的售後市場的影響(2029年)
• 預測的前提條件
• 收益與出貨台數的預測
• 各產品的收益預測
• 各產品的收益預測率
• 各產品的出貨台數預測
• 各產品的出貨台數百分率預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 競爭環境
• 各品牌的收益佔有率

成長機會分析:壓縮機

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

成長機會分析:蓄壓器和接收器dryer

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

成長機會分析:汽化器

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

成長機會分析:冷凝器

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

成長機會分析:膨脹閥

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

成長機會分析:電熱器核心

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

成長機會分析:水箱

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

成長機會分析:radiator fan集合

• 成長指標
• 收益與出貨台數的預測
• 各地區的收益預測
• 各地區的出貨台數預測
• 收益與出貨台數的預測分析
• 平均價格預測
• 各流通管道及服務的偏好的收益佔有率
• 各品牌的收益佔有率

主要的供應商的簡介

• MAHLE
• DENSO
• VALEO
• Nissens
• NRF

成長機會領域

• 成長機會1:自有品牌
• 成長機會2:eCompressors
• 成長機會3:CV科技/車載資通訊系統

結論

• 3個預測

下一步

• 下一步
• 為何是 Frost，為何是現在？
• 圖表一覽
• 免責聲明

European HVAC Aftermarket will be €2.58 Billion by 2029

This research service covers the European passenger car and light commercial vehicle HVAC components aftermarket in terms of volume (million units) and value (€ million). It thoroughly analyzes unit shipment, revenue, average price, and distribution channel share for eight product types: compressors, accumulators and receiver driers, evaporators, condensers, expansion valves, heater cores, radiators, and radiator fan assemblies. The base year is 2022, and the forecast period is from 2023 to 2029.

Aftermarket demand for HVAC components in Europe, which recovered in the year 2021, continued to grow in 2022 due to growth in average miles traveled, strong pent-up demand, rising average annual temperature, and aging vehicle population. However, by the end of the forecast period, both unit shipments and revenue growth will remain flat. This is mainly because of the decline in aftermarket demand for certain key HVAC components after 2025 due to reduced vehicle accidents and higher product durability.

Most of the HVAC components suffered a price hike in 2022 due to the rise in raw material costs as a result of various supply chain constraints and the geopolitical situation. Since this is a do-it-for-me market and part replacement occurs mainly in older vehicles, warehouse distributors dominate the segment. Original equipment suppliers mainly cater to the demand arising from vehicle collisions, premium vehicles, and difficult-to-find parts. Key brands in the European HVAC aftermarket are Mahle, Denso, Nissens, NRF, Valeo, Delphi, AVA Cooling and Van Wezel.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• Top 3 Strategic Imperatives Affecting the Growth of the Heating, Ventilation, and Air Conditioning (HVAC) Component Aftermarket
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis: Overall HVAC Components Aftermarket

• Scope of Analysis
• Segmentation
• Definitions
• Key Questions This Study Will Answer
• Key Competitors
• Key Findings
• Growth Metrics
• Growth Drivers
• Growth Restraints
• CASE Impact on the HVAC Components Aftermarket, 2029
• Forecast Assumptions
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Product
• Percent Revenue Forecast by Product
• Unit Shipment Forecast by Product
• Percent Unit Shipment Forecast by Product
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Competitive Environment
• Revenue Share by Brand

Growth Opportunity Analysis: Compressors

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Growth Opportunity Analysis: Accumulators and Receiver Driers

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Growth Opportunity Analysis: Evaporators

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Growth Opportunity Analysis: Condensers

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Growth Opportunity Analysis: Expansion Valves

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Growth Opportunity Analysis: Heater Cores

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Growth Opportunity Analysis: Radiators

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Growth Opportunity Analysis: Radiator Fan Assembly

• Growth Metrics
• Revenue and Unit Shipment Forecast
• Revenue Forecast by Region
• Unit Shipment Forecast by Region
• Revenue and Unit Shipment Forecast Analysis
• Average Pricing Forecast
• Revenue Share by Distribution Channel and Service Preference
• Revenue Share by Brand

Key Supplier Profiles

• MAHLE
• DENSO
• VALEO
• Nissens
• NRF

Growth Opportunity Universe

• Growth Opportunity 1: Private Labels
• Growth Opportunity 2: eCompressors
• Growth Opportunity 3: CV Technology/Telematics

The Last Word

• 3 Predictions

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer