I think the tire industry is going through another major transformation. Since I started analysing this industry in the late 1980s I’ve seen only two or maybe three such large-scale transformations. To give you an idea of the scale of transformation I am talking about, think of the switch from bias-ply to radial construction in
In the previous article, I addressed how the international tire makers’ profitability in China might be threatened by greater availability of consumer data on tires. This article looks at the situation of China’s tire makers and how that might change in the coming decade or so. Falling prices China’s tire industry is probably the most
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