Investor Presentaiton
Smart Manufacturing systems
PROPOSITION
TIRE BUILDING SYSTEMS Passenger
& Truck tire building machines, Bead
assembly
OTHER Care systems, Industrial
automation systems, Advanced
measurement systems, Custom sensors
& PE
MARKET DRIVERS
TIRE BUILDING
1
Increasing number of units in stock with 7%
annual increase
2
Increased complexity: continuous increase
of rim size leading to increase in sizes in
range
MARKET POSITIONS
TIRE BUILDING
US replacement market (stock keeping units)
Tire inch market split
GLOBAL MARKET
70%
Tire
manufacturers
60%
LEADER
40%
30%
625
267
2000
2022
2022
2030
■≤17" tires
■≥ 18" tires
3 Reshoring - Replacement of production capacity closer to the market, resulting in investments
in US and EU
Reducing vulnerability to geopolitics
Reducing vulnerability on supply chain disruptions
Fast response to local demands
Sustainability considerations
-
Costing: less vulnerable to volatile transportation costs
4 Investments in green & smart factories and in greener products
KEY DIFFERENTIATOR - VISION TECHNOLOGY FOR TIRE BUILDING TECHNOLOGY SUCCESS
28
TKH GENERAL INVESTOR PRESENTATION - NOVEMBER 2023
TH
SMART TECHNOLOGIES <View entire presentation