北美小客車更換煞車售後市場的成長機會

製造商在已經成熟的細分市場中的競爭優勢取決於創新、合作夥伴關係和永續解決方案

本研究評估了北美（美國和加拿大）1-3 類（小客車和輕型商用車）煞車零件售後市場的數量（2.355 億件）和金額（37.9 億美元）。該分析包括汽車煞車子類別的出貨和收益，例如煞車片、煞車碟盤、煞車蹄片、煞車鼓、煞車卡鉗和再製造煞車卡鉗。

這項研究考察了替代率和製造商水準的平均價格，並提供了各種產品領域的預測，涵蓋獨立售後市場 (IAM) 和目的地設備供應商 (OES)配銷通路。它還涵蓋了各個產品子類別的配銷通路佔有率（包括配銷通路參與者的收益佔有率）。

分析基準年為2022年，預測期間為2023年至2029年。除了市場趨勢和主要供應商概況外，我們還討論了與電動車等替代燃料汽車的出現、永續製造技術以及 VIO 數量上升的影響相關的行業成長機會。

目錄

戰略問題

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務對北美小客車更換煞車售後市場的影響
• 成長機會推動Growth Pipeline Engine（TM）

成長環境

• 成長指標
• 出貨和收益預測

調查範圍

• 分析範圍
• 產品部分
• 定義
• 依車齡預測汽車（內燃機）VIO
• 按國家分類的 VIO 預測

整體市場預測與趨勢

• 主要發現
• 關鍵指標：北美小客車煞車更換售後市場
• 匯率走勢
• 出貨和收益預測：內燃機和電動車應用
• 出貨與收益預測：ICE 應用
• 出貨與收益預測：電動車應用
• 按產品類型分類的出貨預測：ICE 應用
• 按產品類型分類的出貨預測：電動車應用
• 按產品類型分類的收益預測：ICE 應用
• 按產品類型分類的銷售預測：電動車應用
• 單位數量和收益預測：分析
• 整體價格分析：ICE應用
• 整體價格分析：電動車應用
• 按銷售管道分類的銷售額比例
• 按產品類型和銷售管道分類的銷售額比例
• 競爭分析：收益市場佔有率
• CASE 對更換煞車市場的影響：2029 年

煞車片售後市場

• 主要成長指標
• 整體出貨和收益預測：ICE和EV應用
• 出貨與收益預測：ICE 應用
• 出貨與收益預測：電動車應用
• 各細分市場出貨率預測：ICE 應用
• 各細分市場出貨比例預測：電動車應用
• 按細分市場分類的收益預測：ICE 應用
• 按細分市場分類的收益預測：電動汽車應用
• 價格分析：ICE應用
• 價格分析：電動車應用
• 競爭分析：收益市場佔有率
• 按配銷通路和交換型態收益佔有率

煞車片售後市場

• 主要成長指標
• 出貨和收益預測
• 各細分市場出貨率預測：ICE 應用
• 按細分市場分類的收益比率預測：ICE 應用
• 平均價格分析
• 競爭分析：收益市場佔有率
• 按配銷通路和交換型態收益佔有率

煞車碟盤售後市場

• 主要成長指標
• 出貨和收益預測：內燃機和電動車應用
• 出貨與收益預測：ICE 應用
• 出貨與收益預測：電動車應用
• 各細分市場出貨率預測：ICE 應用
• 各細分市場出貨比例預測：電動車應用
• 按細分市場分類的收益預測：ICE 應用
• 按細分市場分類的收益預測：電動汽車應用
• 依產品出貨率預測：新產品與表面處理產品的比較
• 依產品預測收益：新產品和表面處理產品的比較
• 價格分析：ICE應用
• 價格分析：電動車應用
• 競爭分析：收益市場佔有率
• 按配銷通路和交換型態收益佔有率

煞車鼓售後市場

• 主要成長指標
• 出貨和收益預測
• 按細分市場分類的出貨收益比率預測：ICE 應用
• 各細分領域數量比例預測：ICE應用
• 平均價格分析
• 競爭分析：收益市場佔有率
• 按配銷通路和交換型態收益佔有率

煞車卡鉗售後市場

• 主要成長指標
• 出貨和收益預測：內燃機和電動車應用
• 出貨與收益預測：ICE 應用
• 出貨與收益預測：電動車應用
• 各產品類型出貨量佔比預測：新車與再製造車比較
• 按產品類型分類的收益比例和預測： 按產品類型分類的出貨預測： 新車和再製造車輛的比較
• 各細分市場出貨率預測：ICE 應用
• 按細分市場分類的收益比率預測：ICE 應用
• 各細分市場出貨比例預測：電動車應用
• 按細分市場分類的收益比率預測：電動車應用
• 價格分析：ICE應用
• 價格分析：電動車應用
• 競爭分析：收益市場佔有率
• 按配銷通路和替代模式收益佔有率

配銷通路分析

• 煞車片：零售供應商矩陣
• 煞車片：進入配銷通路的市場佔有率
• 煞車片：經銷商品牌分析
• 煞車蹄片：零售供應商矩陣
• 煞車蹄片：配銷通路進入市場佔有率
• 煞車蹄片：經銷商品牌分析
• 煞車碟盤：零售供應商矩陣
• 煞車碟盤：配銷通路進入市場佔有率
• 煞車碟盤：經銷商品牌分析
• 煞車鼓：零售供應商矩陣
• 煞車鼓：配銷通路進入市場佔有率
• 煞車鼓：經銷商品牌分析
• 煞車卡鉗：零售供應商矩陣
• 煞車卡鉗：配銷通路進入市場佔有率
• 煞車卡鉗：經銷商品牌分析

供應商簡介

• 北美小客車更換煞車售後市場行業品牌概況
• MAT Holdings Inc.
• Friction One Brake Technology
• First Brands Group
• DRiV Automotive Inc., a Tenneco Company
• Winhere Brake Parts Inc.
• Rayloc, a Subsidiary of Genuine Parts Company
• Akebono Brake Corp.
• BBB Industries LLC.
• Cardone Industries Inc.
• EBC Brakes USA Inc.
• Brembo North America Inc.
• Bosch Auto Parts, a Division of Robert Bosch LLC.
• ZF-TRW Automotive

成長機會宇宙

• 成長機會1：電動車的出現
• 成長機會2：煞車再製造
• 成長機會3：利用電子商務

結

• 結論：三大預測

下一步

Manufacturers' Competitive Edge in an Already Mature Segment will Hinge on Innovation, Partnerships, and Sustainable Solutions

This study covers the class 1 -3 (passenger cars and light commercial vehicles) brake component aftermarket in North America (the United States of America and Canada), in terms of both volume (235.5 million units) and value ($3.79 billion). The analysis includes unit shipment and revenue by automotive brake subcategories, such as brake pads, brake rotors, brake shoes, brake drums, brake calipers, and remanufactured brake calipers.

The research discusses replacement rates and average manufacturer-level prices and presents forecasts across different product segments, covering both the independent aftermarket (IAM) and original equipment supplier (OES) distribution channels. It also covers the share of distribution channels held across various product subcategories, including the revenue share of distribution channel participants.

The base year for analysis is 2022 and the forecast period is from 2023 to 2029. In addition to market trends and profiles of key suppliers, industry growth opportunities tied to the emergence of alternative fuel vehicles (such as electric vehicles), sustainable manufacturing technologies, and the impact of escalating VIO figures are discussed.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the North American Passenger Vehicle Replacement Brakes Aftermarket
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Growth Metrics
• Unit Shipment and Revenue Forecast

Research Scope

• Scope of Analysis
• Product Segmentation
• Definitions
• VIO Forecast by Vehicle (ICE) Age
• VIO Forecast by Country

Total Market Forecasts and Trends

• Key Findings
• Key Indicators: NA Passenger Vehicle Brake Replacement Aftermarket
• Replacement Rate Trend
• Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Unit Shipment Forecast by Product Type: ICE Applications
• Unit Shipment Forecast by Product Type: EV Applications
• Revenue Forecast by Product Type: ICE Applications
• Revenue Forecast by Product Type: EV Applications
• Unit and Revenue Forecast: Analysis
• Overall Pricing Analysis: ICE Applications
• Overall Pricing Analysis: EV Applications
• Percent of Revenue by Distribution Channel
• Percent Revenue Breakdown of Distribution Channel by Product Type
• Competitive Analysis: Revenue Market Share
• CASE Impact on Replacement Brakes Aftermarket: 2029

Brake Pads Aftermarket

• Key Growth Metrics
• Overall Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Unit Shipment Forecast by Segment: EV Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: EV Applications
• Pricing Analysis: ICE Applications
• Pricing Analysis: EV Applications
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Shoes Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Average Pricing Analysis
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Rotors Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Unit Shipment Forecast by Segment: EV Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: EV Applications
• Percent Unit Shipment Forecast by Product: New vs. Resurfaced
• Percent Revenue Forecast by Product: New vs. Resurfaced
• Pricing Analysis: ICE Applications
• Pricing Analysis: EV Applications
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Drums Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast
• Percent Revenue Shipment Forecast by Segment: ICE Applications
• Percent Units Forecast by Segment: ICE Applications
• Average Pricing Analysis
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Brake Calipers Aftermarket

• Key Growth Metrics
• Unit Shipment and Revenue Forecast: ICE and EV Applications
• Unit Shipment and Revenue Forecast: ICE Applications
• Unit Shipment and Revenue Forecast: EV Applications
• Percent Unit Shipment Forecast by Product Type: New vs. Remanufactured
• Percent Revenue Forecast by Product Type: New vs. Remanufactured
• Percent Unit Shipment Forecast by Segment: ICE Applications
• Percent Revenue Forecast by Segment: ICE Applications
• Percent Unit Shipment Forecast by Segment: EV Applications
• Percent Revenue Forecast by Segment: EV Applications
• Pricing Analysis: ICE Applications
• Pricing Analysis: EV Applications
• Competitive Analysis: Revenue Market Share
• Revenue Share by Distribution Channel and Replacement Mode

Distribution Channel Analysis

• Brake Pads: Retail Supplier Matrix
• Brake Pads: Market Share of Distribution Channel Participants
• Brake Pads: Distributor Brand Analysis
• Brake Shoes: Retail Supplier Matrix
• Brake Shoes: Market Share of Distribution Channel Participants
• Brake Shoes: Distributor Brand Analysis
• Brake Rotors: Retail Supplier Matrix
• Brake Rotors: Market Share of Distribution Channel Participants
• Brake Rotors: Distributor Brand Analysis
• Brake Drums: Retail Supplier Matrix
• Brake Drums: Market Share of Distribution Channel Participants
• Brake Drums: Distributor Brand Analysis
• Brake Calipers: Retail Supplier Matrix
• Brake Calipers: Market Share of Distribution Channel Participants
• Brake Calipers: Distributor Brand Analysis

Supplier Profiles

• North American Passenger Vehicle Replacement Brakes Aftermarket Industry: Summary of Brands
• MAT Holdings Inc.
• Friction One Brake Technology
• First Brands Group
• DRiV Automotive Inc., a Tenneco Company
• Winhere Brake Parts Inc.
• Rayloc, a Subsidiary of Genuine Parts Company
• Akebono Brake Corp.
• BBB Industries LLC.
• Cardone Industries Inc.
• EBC Brakes USA Inc.
• Brembo North America Inc.
• Bosch Auto Parts, a Division of Robert Bosch LLC.
• ZF-TRW Automotive

Growth Opportunity Universe

• Growth Opportunity 1: Emergence of EVs
• Growth Opportunity 2: Brake Remanufacturing
• Growth Opportunity 3: Leveraging eCommerce

The Last Word

• The Last Word: 3 Big Predictions

Next Steps

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