TYRE MARKET WATCH
OE
Repl
Repl ≥ 18''
August ’26 vs August ‘25
OE
Repl
Repl ≥ 18''
August ’26 vs August ‘25
August Car Tyre Market Highlights
Global car tyre demand in August was slightly negative, with the High Value segment continuing to outperform the Standard market.
Original Equipment demand declined mid-single digit globally (-5% YoY, -3% YtD), reflecting weak performance across regions:
- a mid-single digit decline in both European (-6% YoY, -2% YtD) and North American (-4% YoY, -2% YtD) local production, penalized by the ongoing macroeconomic uncertainty
- continued weakness in China (-5% YoY, -6% YtD) as domestic demand remains under pressure after the reduction of government incentives for local EV sales, only partially offset by resilient export volumes.
Replacement market was slightly positive at global level (+1% YoY, -1% YtD), with:
- low-single digit growth in North America (+1% YoY, -3% YtD) with the ≥18’’ segment confirms its resilience, outperforming the total market (+7% YoY, -1% YtD)
- slightly positive trend in China (+1% YoY, +3% YtD), benefiting from the early replacement cycle for electric vehicles purchased in recent years
- sluggish performance in Europe (-1% YoY & YtD) while ≥18’’ strong momentum continues (+13 YoY, +14% YTD) supported by higher EV penetration.