Cover Image
市場調查報告書

全球車用鋼鐵和鋁市場的策略展望

Strategic Prospects for Steel and Aluminium in the Global Automotive Sector

出版商 Metal Bulletin Research 商品編碼 312899
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
價格
Back to Top
全球車用鋼鐵和鋁市場的策略展望 Strategic Prospects for Steel and Aluminium in the Global Automotive Sector
出版日期: 2014年05月01日 內容資訊: 英文
簡介

本次調查主題為以主要的等級、產品、種類別,考察汽車產業的未來發展對全球鋼材需求的影響。

本報告關注全球的車用鋼鐵和鋁市場,在2014-2024年期間以25國的地區為對象,以產品的等級、部門、種類別預測供需的變化,並彙整各地區的市場現況、動向、課題、展望、競爭環境、事業策略等調查情報。

第1章 簡介、調查目的

第2章 報告摘要

第3章 產業領域發展

  • 簡介 - 全球汽車市場的背景
  • 世界汽車市場的進化與結構
  • 法規問題 - 歐美的車輛重量和排放、以及回收等
  • 燃料混合(汽油、柴油、LPG、氫氣)對產業領域的影響
  • 電動車和油電混合車的進化
  • 中國、亞洲的成長 - 重要問題
  • 其他各種問題

第4章 需求促進因素

  • 輕量化
  • 省油
  • 安全性
  • 回收和車輛壽命的考量
  • 材料選定問題(鋼鐵、鋁和其他素材)
  • 白車身的趨勢
  • 閉合件的趨勢
  • 動力傳輸的趨勢
  • 傳動的趨勢
  • 其他趨勢

第5章 需求預測

  • 車輛型式
    • 小型乘用車(PLDV)
    • 小型商用車(LCV)
    • 大型商用車(HCV)
    • 巴士及長途巴士(B&C)
  • 相關需求預測
    • 鋼鐵(低強度鋼、傳統高強度鋼、先進高強度鋼、極高強度鋼)
    • 鋁(主要等級與種類別)
    • 其他素材:主要種類別 - 銅、氧化釹、鋰離子電池元件等
    • 塑膠和其他
  • 對產量和製程的影響
  • 汽車全球需求預測 - 主要地區和國家別預測

第6章 汽車製造商與鋼鐵製造商的供給關係

  • 6個領域個別的主要供應商簡介
  • ULSAB的檢視和其他措施
  • 今後預測的主要變化

第7章 金屬以及主要素材的供給

  • 生產者的生產力和生產量預測 - 等級別:鋼鐵、傳統/先進高強度鋼、極高強度鋼(包括塗層條件)
  • 生產者的關聯性
  • 生產者的投資

第8章 地區鋼鐵銷售結構 - 透過服務中心、直接銷往汽車製造商、直接銷往OEM製造商

第9章 附加價值策略、價格、銷售結構

  • 汽車價格考察 - 理解並解析針對特定車型的價格設定以及漲價結構
  • 今後的鋼鐵和鋁價格預測 - 因應主要用途的主要車用等級別
  • 今後的供應鏈進化

第10章 其他重要問題

  • 品牌問題與品牌對材料選定的影響
  • 碳議程與汽車產業
  • 下游市場的考察與商機
  • 雷射縫合鋼片的新發展以及其他新製造技法
  • 研發趨勢
目錄

How will future demand for vehicles be translated into steel demand by major grades, products and types

The automotive market is experiencing dramatic changes now, which will have important implications for both the steel and aluminium industries going forward.

The demand for global vehicles is expected to rise strongly between 2014-2024. For example, Chinese automotive steel demand is only 6% of the total, versus 25% and 18% for the U.S. and Europe, respectively. It is therefore reasonable to assume that automotive steel demand will "play catch up" even as the pace of Chinese construction growth slows.

While automakers including Volkswagen AG (VAW)'s Audi and Tata Motors Ltd. (TATA)'s Jaguar Land Rover have used aluminum in their cars and sport-utility vehicles in the past, Ford is now producing its F-Series trucks in much higher volume for body panels.

How much of a threat will this be for steel producers targeting the global automotive market going forward How will steelmakers react to potentially higher usage of aluminium projected

Supported by our vehicle forecast by type by major global country, this study will investigate and evaluate in detail how global demand for various steel grades will evolve for over 25 countries including: Argentina, Australia, Belgium, Brazil, Canada, China, France, Germany, India, Indonesia, Iran, Italy, Japan, Malaysia, Mexico, Netherlands, Russia, Saudi Arabia, South Africa, South Korea, Spain, Thailand, Turkey, UK, USA.

This will include IF steel, HSS, AHSS,UHSS, as well as emerging grades such as CP, DP, TRIP, martensitic etc.

The study will also benchmark automotive steel grades usage vs key aluminium alloys, as well as other competing materials (including plastics, magnesium etc) across all vehicle component types including the body, closures, chassis and powertrain.

This will all have important implications to the evolution and trends of future steel and aluminium price forecasts out to 2024 by major automotive grades for key application - featured exclusively in this comprehensive study.

The report will provide unique insight into pricing for the automotive sector supply through an understanding and decoding of the pricing structures and uplifts for specific automotive products.

Material analysis includes:

  • Steeby special grades
  • Aluminium by major alloys
  • Cast iron
  • Copper
  • Glass
  • Lead
  • Lithium ion batteries
  • Magnesium
  • Paint
  • Plastics
  • Rubber
  • Stainless steel
  • Zinc
  • Neodymium oxide
  • Platinum-group metals

This study is the first of its kind and is required reading for all metal industry professionals that have interest in current forward business planning relating to the global automotive sector. This in-depth research offers expert analysis and forecast including:

  • The report evaluates how the world's automotive sector has developed by country by type of vehicle up to the present day.
  • It takes a strategic view of how, where and when vehicles will be required in future, segmented into six key vehicle types, Light Duty Vehicles (LDVs) which are further segmented into Internal Combustion Engine (ICE), Hybrid Electric Vehicles (HEV) and Electric Vehicles (EV) with the other segments being Light Commercial Vehicles (LCVs), Heavy Commercial Vehicles (HCVs), Buses and Coaches (B&C).
  • The report will assess how the world's automotive demands are forecast to change and how these will be translated into demand for steel, aluminium and other materials over a 10 year forecast horizon
  • We have built a proprietary database, using primary research and interviews of how automotive material demand will develop by country and region by vehicle type, steel grade and type, aluminium grade and type and other materials used for the main vehicle segments from 2014 to 2024
  • We identify where significant growth has occurred in the automotive sector and which countries have peaked in terms of their automotive penetration and those where there is still much growth remaining
  • The report evaluates how the world's automotive sector has developed by country by type of vehicle up to the present day.
  • It takes a strategic view of how, where and when vehicles will be required in future, segmented into six key vehicle types, Light Duty Vehicles (LDVs) which are further segmented into Internal Combustion Engine (ICE), Hybrid Electric Vehicles (HEV) and Electric Vehicles (EV) with the other segments being Light Commercial Vehicles (LCVs), Heavy Commercial Vehicles (HCVs), Buses and Coaches (B&C).
  • The report will assess how the world's automotive demands are forecast to change and how these will be translated into demand for steel, aluminium and other materials over a 10 year forecast horizon
  • We have built a proprietary database, using primary research and interviews of how automotive material demand will develop by country and region by vehicle type, steel grade and type, aluminium grade and type and other materials used for the main vehicle segments from 2014 to 2024
  • We identify where significant growth has occurred in the automotive sector and which countries have peaked in terms of their automotive penetration and those where there is still much growth remaining
  • 9: Value adding strategies,
  • prices and sales structures
  • 9.1 Insights into pricing for automotive sector supply through
  • an understanding and decoding of the pricing structures
  • and uplifts for specific automotive products
  • 9.2 Evolution of future steel and aluminium price forecasts out
  • to 2024 by major automotive grades for key application
  • 9.3 The evolution of the supply chain now and out to 2024
  • SWOT analysis/case studies of major automotive steel and aluminium
  • producers. In each case MBR evaluates the automotive presence, markets,
  • automotive products and product strengths, automotive steel manufacturing
  • locations, research and development in technology, downstream integration
  • and overall summary of automotive capabilities and likely future direction.

Table of Contents

1: Introduction and purpose of the report

2: Executive summary

3: The evolution of the sector to 2013

  • 3.1 Introduction - the background to the world market for automotives
  • 3.2 The evolution and structure of the world automotive market
  • 3.3 Regulatory issues, e.g. in Europe/USA on vehicle weight/emissions etc also recycling
  • 3.4 The impact of changing fuel mix on the sector (petrol, diesel, LPG, hydrogen)
  • 3.5 The evolution of electric and hybrid vehicles
  • 3.6 Growth in China, Asia - key issues
  • 3.7 Other issues as appropriate

4: Drivers of demand

  • 4.1 Lightweighting
  • 4.2 Fuel economy
  • 4.3 Safety
  • 4.4 Recycling and end of life vehicle considerations
  • 4.5 Materials selection issues (steel, aluminium and other materials)
  • 4.6 Body in white trends
  • 4.7 Closures trends
  • 4.8 Powertrain trends
  • 4.9 Drivetrain trends
  • 4.10 Other trends

5: Demand forecasts

  • 5.1 Vehicle types
    • 5.1.1 Private Light Duty Vehicles (PLDVs)
      • 5.1.1.1 Internal Combustion Engine Vehicles
      • 5.1.1.2 Electric Vehicles
      • 5.1.1.3 Plug in and Hybrid Electric Vehicles
    • 5.1.2 Light Commercial Vehicles (LCVs)
    • 5.1.3 Heavy Commercial Vehicles (HCVs)
    • 5.1.4 Buses and Coaches (B&Cs)
  • 5.2 Associated demand forecasts for
    • 5.2.1 Steel (broken down into low strength steels (interstitialfree and mild steels); conventional HSS (carbonmanganese, bake hardenable, high-strength interstitial-free, and high-strength low-alloy steels), AHSS and UHSS (dual phase, transformation-induced plasticity, complex phase, martensitic and other steels)
    • 5.2.2 Aluminium (by key grade and type)
    • 5.2.3 Other materials by key type including the impact of electric vehicles on demand for copper, neodymium oxide and lithium-ion battery components
    • 5.2.4 Plastics and other materials
  • 5.3 Yield and process implications
  • 5.4 World automotive demand forecasts by key region and country List (Argentina, Australia, Belgium, Brazil, Canada, China, France, Germany, India, Indonesia, Iran, Italy, Japan, Malaysia, Mexico, Netherlands, Russia, Saudi Arabia, South Africa, South Korea, Spain, Thailand, Turkey, UK, USA)

6: Supply relationships between car manufacturers and steel producers

  • 6.1 Profiles of key automotive suppliers in each of the 6 sectors
  • 6.2 A review of ULSAB and other initiatives
  • 6.3 Expected key changes to 2024
  • 6.4 Examination of the relationship between different tier suppliers relative to the steelmaker and how this is expected to evolve out to 2024

7: Supply of metals and key materials

  • 7.1 Producer capacity/output forecasts Focus on steel, conventional and AHSS/UHSS grades including coating requirements
  • 7.2 Producer relationships
  • 7.3 Producer investment

8: Structure of regional steel sales, i.e. via service centres, direct to vehicle manufacturers, direct to OEMs

9: Value adding strategies, prices and sales structures

  • 9.1 Insights into pricing for automotive sector supply through an understanding and decoding of the pricing structures and uplifts for specific automotive products
  • 9.2 Evolution of future steel and aluminium price forecasts out to 2024 by major automotive grades for key application
  • 9.3 The evolution of the supply chain now and out to 2024

10: Other key issues

  • 10.1 Brand issues and the impact of brand on materials selection
  • 10.2 The carbon agenda and the automotive sector
  • 10.3 Downstream considerations and opportunities
  • 10.4 New developments in tailored blanks and other emerging manufacturing techniques
  • 10.5 R&D trends

Producer case studies

SWOT analysis/case studies of major automotive steel and aluminium producers. In each case MBR evaluates the automotive presence, markets, automotive products and product strengths, automotive steel manufacturing locations, research and development in technology, downstream integration and overall summary of automotive capabilities and likely future direction.

Steel Company Coverage:

  • ArcelorMittal
  • Baosteel
  • JFE
  • Nippon Sumitomo
  • POSCO
  • Severstal
  • TKS
  • US Steel
  • Others

Aluminium Company CoveragAlcoa

  • Aleris
  • Novelis
  • Others
  • e:

Appendix 2: Electric vehicle battery developments and ramifications

Appendix 3: Emissions control and the evolution of catalytic converters - new insights offered

Appendix 4: Glossary of specialist automotive terms

A comprehensive glossary is also included. This covers over 350 specific automotive, steel, aluminium or material terms and has been developed specifically for this report. It includes full details and specifications and definitions of the various new advanced grades of steel with notes on their uses and applications. It includes new and emerging terminology used in terms of emissions control and greenhouse gas emissions. It also includes the terminology used by the electric and hybrid vehicle sector.

Back to Top