TYRE MARKET WATCH
OE
Repl
Repl ≥ 18''
September ’26 vs September ‘25
OE
OE ≥ 18''
Repl
Repl ≥ 18''
September ’26 vs September ‘25
September Car Tyre Market Highlights
Global car tyre demand in September was negative low-to mid-single digit, with the High Value segment continuing to outperform the Standard market.
Original Equipment demand declined globally (-7% YoY, -4% YtD), reflecting weak performance across regions:
- a mid-single digit decline in North America (-6% YoY, -2% YtD), penalized by the ongoing macroeconomic uncertainty and an unfavorable year-on-year comparison (+4% in September 2025)
- continued weakness in China (-9% YoY, -6% YtD) mainly due to a significant drop in domestic demand following the reduction of government incentives for local EV sales, only partially offset by strong export trend
- stable trend in Europe (flat YoY, - 2% YtD)
Replacement market was slightly negative at global level (-1% YoY, -1% YtD), with:
- slightly positive trend in China (+2% YoY, +3% YtD), benefiting from the early replacement demand for electric vehicles purchased in recent years
- sluggish performance in North America (-1% YoY, -2% YtD), with the ≥18’’ segment confirms its resilience, outperforming the total market (+4% YoY, -1% YtD)
- a mid-single digit decline in Europe (-4% YoY, -1% YtD) while ≥18’’ strong momentum continues (+13 YoY, +14% YTD) supported by higher EV penetration and all season growth