email: [email protected] - home page: www ...robertellerassoc.com/ai03.pdf ·...
TRANSCRIPT
![Page 1: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/1.jpg)
ROLE OF NONWOVENS IN AUTOMOTIVEINTERIOR SURFACE AND CONSTRUCTION
APPLICATIONSPREPARED FOR:AUTO INTERIORS 2003DETROIT, MI
MAY 15, 2003papers/ai03
ROBERT ELLER ASSOCIATES, INC.CONSULTANTS TO THE PLASTICS AND RUBBER
INDUSTRIES
PRESENTED BY :ROBERT ELLER
ManagementDECISIONSANALYSIS
MARKET
ECONOMIC
TECHNICAL
4000 Embassy Parkw ay - Suite 230 - Akron, Ohio 44333-8328 USAPhone: 330-670-9566 / Fax: 330-670-9844
Email: [email protected] - Home Page: w w w .robertellerassoc.com
![Page 2: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/2.jpg)
HIGHLIGHTS• THE AUTO INTERIORS MARKET• DRIVING FORCES FOR SUBSTITUTION• MATERIALS/PROCESS TECHNOLOGY
SHIFTS IMPLICATIONS• INTERMATERIALS COMPETITION• EUROPE/NAFTA DIFFERENCES• HEADLINER• FLOOR/ACOUSTICS MODULES• DOOR TRIM• VALUE-ADDED OPPORTUNITIES FOR
NONWOVENS
![Page 3: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/3.jpg)
AUTOMOTIVE TEXTILES . . .AN ECUMENICAL PERSPECTIVE
COATED FABRICS
REGENERATEDFIBER BATTING
(SHODDY)
NONWOVENSFACINGS
FOAMS(COMPETE/COMPLEMENT)
NEW LIGHTWEIGHTACOUSTIC FIBERS
WOVEN/KNITTEXTILES
ARTIFICIALLEATHER
LEATHER
AUTOTEXTILESMARKET
SOURCE: ROBERT ELLER ASSOCIATES, INC., 2003ecu persp 03.vsd
![Page 4: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/4.jpg)
ManagementDECISIONSANALYSIS
MARKET
ECONOMIC
TECHNICAL
Robert Eller Associates, Inc.
Automotive Interior Soft Trim:Skins, Foams, Coated Fabrics, Textiles, and Acoustic Barriers
Prospectus for a Global Multiclient Industry Analysis
MODULEFABRICATION
ANDINTEGRATION
TECHNOLOGIES
REQUIREMENTS
OCCUPANT SAFETYACOUSTIC REQUIREMENTSWEIGHTELV LEGISLATIONESTHETICSTELEMATICS INTEGRATIONSENSORYSMELL
INTERIOR MODULES- COCKPIT- HEADLINER- DOOR- FLOOR/ACOUSTICS- TRUNK LINER- SEATING- PILLAR COVERS
CONSTRAINTS
MANUFACTURING ECONOMICS
SKINS
FOAMS
SUBSTRATES
COATED FABRICS
TEXTILES (WOVEN, NON-WOVEN)
CARPET
ACOUSTIC BARRIERS
QUALITY
CRAFTSMANSHIP
PRODUCT POSITIONING
SUPPLY CHAIN MANAGEMENT
slide-covautointsofttrim701 02.vsd
![Page 5: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/5.jpg)
MULTICLIENT PROSPECTUS:NONWOVENS IN AUTOMOTIVE TRIM
• TECHNOLOGY,ECONOMICS FOR ADVANCED NONWOVENS
• ANALYSIS/QUANTIFICATION OF CURRENT/FUTURE POTENTIAL
• MODULE FABRICATION TECHNOLOGY IMPLICATIONS• EMPHASIS ON NEW NONWOVENS TECHNOLOGY• ALL INTERIOR MODULES• INDUSTRY STRUCTURE IMPLICATIONS• EUROPE/NAFTA• TO BE OFFERED JOINTLY BY ROBERT ELLER
ASSOCIATES, INC. AND JOHN R. STARR,INC.• PROSPECTUS AVAILABLE
![Page 6: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/6.jpg)
SOME OPERATING HYPOTHESES
• NEW NWs TECHNOLOGY NEW TRIM MARKETS • NW VALUE-ADD OPP’YS : UNDEREXPLOITED• BOTH MATERIAL/PROCESS COST SAVING POSSIBILITIES • MODIFICATION POSSIBLE IN FACE FABRIC AND LAYER
CONSTRUCTIONS• ACOUSTICS PROPERTIES CAN BE TAILORED• CURRENT PENETRATION IS PRIMARILY IN HEADLINER,
FLOOR SYSTEMS, PACKAGE TRAYS• ONLY 17% OF POTENTIAL IS REALIZED TO DATE• NO: SEATING(LIMITED), DOOR TRIM, PILLAR TRIM,
AIRBAG• NWs WILL PARTICIPATE IN NON-STRUCTURAL
COMPOSITES• NWs AND FOAMS COMPETE AND COMPLEMENT
![Page 7: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/7.jpg)
NEW TECHNOLOGY NONWOVENS’ SUPERIOR ATTRIBUTES
• IMPROVED PERFORMANCE:SOFTNESS,TACTILE, CONFORMABILITY/DRAPE DURABILITY
• BREATHABILITY/CONTROLLED POROSITY• ACOUSTIC/THERMAL INSULATION, FILTRATION• UV RESISTANCE• PRINTING,EMBOSSING, DYEABILITY• NON-FRAYING(VS. TEXTILES)• MICRODENIER• FILTRATION
![Page 8: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/8.jpg)
SOME NW TARGET MARKETS(NAFTA)
START MEDALLIONSFOAM LAMINATION OPP’Y
32DOOR TRIM
15% FOR FACE FABRIC35HEADLINER
13% SHARE41TRUNK LINER
LT WT FIBER OPP’Y55FLOOR /ACOUSTICS
STARTING EUROPE(SIDES)90SEATING
COMPETE WITH PU FOAMS23DASH MAT
NOTE/PENETRATIONAREA(MM SM)
MODULE
SOURCE: ROBERT ELLER ASSOCIATES, INC., SOFT TRIM MUTLICLIENT STUDY
![Page 9: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/9.jpg)
SOURCE: ROBERT ELLER ASSOCIATES, INC.,JOHN R. STARR INC.
AUTOMOTIVE FABRICS MARKET VALUE (NAFTA/EUROPE), 2002
0.0
0.5
1.0
1.5
2.0
2.5
INT. TRIM ACOUST. BKNG / REINF.
NOTE: INCLUDES TEXTILE, NONWOVEN, WOVEN, COATED FAB., REGEN. FIBER BATTING
$ (B
ILLI
ON)
![Page 10: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/10.jpg)
SOURCE: ROBERT ELLER ASSOCIATES, INC.,JOHN R. STARR INC.
AUTOMOTIVE FABRICS MARKET SIZE (NAFTA/EUROPE), 2002
0
50
100
150
200
250
300
350
INT. TRIM ACOUST. BKNG / REINF.NOTE: INCLUDES TEXTILE, NONWOVEN, WOVEN, COATED FAB., REGEN. FIBER
BATTING
DEM
AND (K
t)
![Page 11: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/11.jpg)
OVERSUPPLYSLUGGISH VEHICLE DEMAND
OEM PROFIT DECLINE
TIER 1 PRICE PRESSUREAUTOMOTIVE SOLUTIONS- DECONTENT- GEOGRAPHIC SHIFT- ASSEMBLY EFFICIENCY- PLATFORMCONSOLIDATION
COST REDUCTION
OUTSOURCE NEWPROCESSES
MATERIALSUBSTITUTION
SUPPLY CHAINCONSOLIDATION
CRAFTSMANSHIPW/COST SAVINGS
PRESSURETIER 2 SUPPLIERS
VALUECHAINSHIFTS
NEWTEXTILE
TECH.
SOURCE: ROBERT ELLER ASSOCIATES, INC., 2003oem supp dyn 03.vsd
OEM/SUPPLIER DYNAMICS
![Page 12: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/12.jpg)
NONWOVEN PATH-TO-MARKET OPPORTUNITY FORADDING VALUE RESIN
NONWOVENPRODUCTION
NONWOVEN
FOAMLAMINATION
NW/FOAMLAMINATE
MODULEASSEMBLY
ASSEMBLEDMODULE
OEM
PREFORM
MODULEASSEMBLY
PUFOAMRESIN
PREFORMEDSUBSTRATE SUBSTRATE
RESIN
MODULEASSEMBLY
PU RESIN?SKIVED PU SHEETPO FOAM SHEET?
NOTE: = VALUE ADD OPPORTUNITIES FOR NONWOVENS
SOURCE: ROBERT ELLER ASSOCIATES, INC., 2003 nw op val ad 03.vsd
![Page 13: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/13.jpg)
AUTOMOTIVE TRIM TARGETS FOR NONWOVENS
DOOR:ACOUSTICS/WATER SHIELD,DOOR TRIM SURFACEMEDALLION
SOURCE: ROBERT ELLER ASSOCIATES, INC., 2003foam tgts 02.vsd
HEADLINER
PILLARTRIM
PACKAGE TRAYAIRBAGS/AIRBAG DOOR
FLOORSYSTEMS:(ACOUSTICS,SURFACELOAD FLOOR)
SEATBACK
TRUNKFLOOR
SEATING
DASHMAT
![Page 14: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/14.jpg)
A U T O M O T I V E F O A M F A M I L I E S A N D E X A M P L EA P P L I C A T I O N S
A U T O M O T I V EF O A M S
P O U R E D( B A C K F O A M )
S H E E T B L O C K P R O F I L E
E P D M T P VP U P U P V C P OS H E E TF O A M
O T H E R( R U B B E R )
S H E E T I N T E G R A LS K I N( U E V )
X L P O N O N -X L P O
G A S K E T S
S T E A MC H E S T
M O L D E D
E P P E P P O
S T R A N DF O A M
P U
B O D YS E A L S
I N T E R I O RE N E R G Y
A B S O R B E R S
S K I N SG A S K E T SI N S T .P A N E L ,
S E A T ,A C O U S T I CB A R R I E R S
T E X T I L EL A M I N -
A T E S
B U M P E RS Y S T E M S ,
L O A DF L O O R
S O U R C E : R O B E R T E L L E R A S S O C I A T E S , I N C . , 2 0 0 3f o a m f a m i l i e s 0 2 . v s d
![Page 15: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/15.jpg)
R I G I D S E M I - S T R U C T U R A L F O A M S A N D W I C HS T R U C T U R E
B A R E :
M A Y B E C O L L A P S E D T O F O R M I N T E G R A L H I N G E
R I G I D F I B E R M A T S K I N
B E A D F O A M
C A R P E T / N O N - W O V E N / W O V E N T E X T I L E L A M I N A T E :C A R P E T O R W O V E N O R N O N - W O V E NB A C K I N GR I G I D F I B E R M A T S K I N
B E A D F O A M
R I G I D S K I N O R N O N - W O V E N B A C K I N G
S O U R C E : R O B E R T E L L E R A S S O C I A T E S , I N C . , 2 0 0 3r s f o a m s a n d w ic h 0 2 . v s d
![Page 16: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/16.jpg)
DRIVING FORCES FOR NONWOVEN GROWTH
-REDUCED COATINGS-MATERIAL SHIFT-BINDERS ?
-NO-SMELL INTERIOR-REDUCED V.O.C./FOG
INTERIOR EMISSIONS
-AZDEL SUPERLITE-BEAD FOAMS-NONWOVENS
SEMI-STRUCTURAL SANDWICHES
FLOOR SPACE MANAGEMENT
-MONOMATERIAL SANDWICHES-RECYCLATE CONTENT, NFCs
-ELV LEGISLATIONEND OF LIFE
-IMPROVED ESTHETICS- CRAFTMANSHIP
-NON-CARPET FLOOR-INVISIBLE AIRBAG DOORS
UTILITY FUNCTION/LOOK
-ENERGY ABSORBING FOAMS GROWTH-AIRBAG SOLUTIONS
HEAD/SIDE IMPACT REGULATIONS
OCCUPANT SAFETY
-ELIM. HOT POUR PU FOAM SEATING-ENHANCED MICRODENIER POSITION
-REDUCED NOISE-EARLYACOUST INVOLV.-TAILORED ACOUSTICS
ACOUSTIC PERFORMANCE
ON-BOARD ACOUSTIC BARRIERS-"POPULATED" PANELS-ON-BOARD ACOUSTICS
MODULARIZATION-PARTS CONSOLIDATION-SANDWICH CONSOL.
PROCESS COST REDUCTION
MATERIALS/PROCESS IMPLICATIONS AND EXAMPLES
ACTUAL OR POTENTIAL CHANGE
DRIVING FORCE
![Page 17: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/17.jpg)
EUROPE/NAFTA DIFFERENCES
HIGHER IN EUROPEWT. SAVE VALUE
HIGHER IN EUROPEFAVORS MONOMATERIALS
POLYOLEFIN PRESSURESHIGHER IN EUROPEWEIGHT SAVE PREMUIMSAME?COST SAVE PRESSURES
SAMEACOUSTIC PERFORMANCE PRESSURES
HIGHLY PENETRATED-EUROPE
FLOOR/SURFACE
HIGHLY PENETRATED -EUROPE
HEADLINER FACE FABRICNON WOVEN STATUSPARAMETER
![Page 18: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/18.jpg)
HEADLINER
• FACE FABRICS: NAFTA HAS LOWEST NW PENETRATION(15% 20% IN 2004,FORD,GM)
• TRICOT WILL DECLINE• LOW VALUE MODULE• PROFIT IS IN THE OVERHEAD SYSTEMS• COST REDUCTION MAJOR DRIVER• PP NONWOVEN OPPORTUNITY?• HYDROENTANGLED NWs SHARE GAIN• SUBSTRATES PP FOAMS, AZDEL SUPERLITE®• GLASS/PU LOSING MARKET SHARE• EUROPEAN PENETRATION NW GROWTH• ACOUSTICS ARE CRITICAL• ROLE FOR MICRODENIER NWs
![Page 19: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/19.jpg)
NON WOVEN HEADLINER SHARES
0
1020
30
4050
60
70
8090
100
EUROPE NAFTA KOREA JAPANSOURCE: FREUDENBERG VITECH
MA
RK
ET
SHA
RE
,%
OTHER
NONWOVEN
TRICOT
![Page 20: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/20.jpg)
FLOOR/ACOUSTICS
• 3-5 LAYERS• INCREASED FUNCTION(E.G. LOAD FLOORS)• SPUNBOND PET HAS 43% SHARE IN NAFTA BACKING• IMPROVED ACOUSTICS REQUIRED• HEAVY LAYER ELIMINATION NEW CONSTRUCTIONS• HIGH NW PENETRATION IN EUROPE• LT. WT. FIBER WILL CHANGE CONSTRUCTION• FIBER/FOAM COMPETITION IN UNDERLAY• ABILITY TO VARY IN XY AND Z-PLANES IS NONWOVEN
ADVANTAGE• MONOMATERIALS CONSTRUCTION OPPORTUNITY
![Page 21: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/21.jpg)
SOURCE: ROBERT ELLER ASSOCIATES, INC.;
SOFT TRIM MULTICLIENT STUDY
COMPARISON OF REGIONAL TRENDS IN AUTOMOTIVE CARPET (2002)
0
20
40
60
80
100
120
EUROPE JAPAN NAFTA
PER
CEN
TNEEDLE TUFTED
![Page 22: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/22.jpg)
INCUMBENTS/CHALLENGERS IN AUTO ACOUSTICS
FLOOR, DOORTAILORED FIBERSXREGEN. FIBERS
FLOOR PANELSEPP BEAD FOAMSXPU FOAM (POURED)
FLOOR, DASH, OH SYSTEM
POLYOLEFIN SHEET FOAMS
XPU FOAM (SKIVED)
FLOOR-BETTER MASTIC-ELIMINATE?
XMASTIC
DASH, FIREWALL, FLOOR, FENDER LINERS
-METALLOCENES-ELIMINATE →LT. WT. FIBERS
XHEAVY LAYER
HOOD, OH SYSTEM
-PLASTICS/CELL.-NONWOVENS
XGLASS FIBER
INSULATE
DAMP
EXAMPLE LOCATION
CHALLENGERBARRIER TYPE
INCUMBENT
![Page 23: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/23.jpg)
ACOUSTIC BARRIER MATERIALS IN AUTOMOTIVE FLOORING
NATURAL FIBERS
LT. WT FIBERSPET/PP FIBERS
PO FOAMS
AZDEL SUPERLITE
55OTHER
TUNED ACOUSTICS ACCELERATE PENETRATION
5075PU FOAM
SHODDY USE WILL DECLINE5020REGENERATED CELLULOSE FIBERS (SHODDY)
NAFTAEUR
NOTECURRENT SHARE %
MATERIALS
![Page 24: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/24.jpg)
DOOR TRIM
• VERY LOW PENETRATION RATE• TARGETS ARE:
-MEDALLIONS(PO FOAM LAMINATION OPP’Y)-ACOUSTIC PADS/WATER SHIELDS-FACE FABRICS
• CRAFTSMANSHIP OPPORTUNITY• 3D FORMING IS CHALLENGE• IN MOLD FORMING OPPORTUNITY• INTEGRATION WITH LOW PRESSURE
MOLDING• TEXTILE USUALLY MATCHES SEAT
![Page 25: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/25.jpg)
NONWOVEN COMPETITIVE INTERFACES
NW STARTING (EUROPE)PO FOAM LAM. OPP’YPP IS MAJOR SUBSTRATE
WOVENS, KNITSCOATED FABRIC,
DOOR MEDALLION
NW STARTING(EUROPE)TPO COATED FABRIC START(EUROPE)
PVC COATED FABRICWOVENS, KNITS
SEATING SIDEPANELS
15%(NAFTA) INCREASINGTRICOTHEADLINER FACE FABRIC
LT. WT FIBER/FOAM COMPETITION
SHODDY, PU FOAMUNDERLAY
SPUNBOND PET HAS 43%(NAFTA)
BACKING
HI NW PENET. (EUROPE)TUFTED NYLON(NAFTA)
CARPETFLOOR:
NOTEINCUMBENTMODULE
![Page 26: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/26.jpg)
VALUE-ADDED DECORATION WITHNONWOVENS
TPEVENEER: COLORED TPE
NONWOVEN SUBSTRATE
IN-MOLD DECORATION (IMD):BACK-PRINTED LAMINATES CLEAR SURFACE FILM
BACK PRINTED(PATTERN OR COLOR)NONWOVEN SUBSTRATE
IN-MOLD DECORATION (IMD):CO-EX FILM/SHEET
CLEAR SURFACE FILMCO-EX COLOR LAYERSUPPORT/SUBSTRATE LAYER
SOURCE: ROBERT ELLER ASSOCIATES, INC., 2003vadecoalt02.vsd
![Page 27: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/27.jpg)
WHAT WILL DRIVE NONWOVEN GROWTH?
• CONTINUED SEVERE PRICE PRESSURE• MATERIAL COST SAVE• PROCESS COST SAVE• PERFORMANCE IMPROVEMENT
-UV RESISTANCE-VOC/FOG REDUCTION-OCCUPANT SAFETY-ACOUSTICS-FILTRATION
• MONOMATERIAL CONSTRUCTION• PO SHEET FOAM/TEXTILE LAMINATION• SURFACE ESTHETICS IMPROVEMENT• VALUE ADD OPPORTUNITIES
![Page 28: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/28.jpg)
VALUE ADDED OPPORTUNITIES FOR AUTOMOTIVE NONWOVENS
• IMPROVED SURFACE ESTHETICS• AVOID PREFORMS• IN-MOLD FABRICATION• CRAFTSMANSHIP WITH COST SAVINGS• DIRECT PU FOAM LAMINATION• POLYOLEFIN FOAM LAMINATION• IMPROVED/TAILORED ACOUSTICS• IMPROVED PP NONWOVENS• TARGET ALL-PP CONSTRUCTIONS• X,Y AND Z-AXIS MODIFICATION
![Page 29: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/29.jpg)
SUMMARY• MATERIAL/PROCESS DRIVERS FAVOR NONWOVENS:
-ACOUSTIC REQUIREMENTS, WT. SAVINGS-PROCESS COST REDUCTION-MATERIALS COST REDUCTION
• NONWOVENS AND FOAMS WILL COMPETE• CONTINUED SEVERE PRICE PRESSURES LIKELY • RECYCLING - NOT U.S. DRIVER, SIGNIFICANT EUROPE
DRIVER• EUROPE- EARLY TECHNOLOGY LEADER• EURO/NAFTA USE PATTERN WILL CONVERGE• SYSTEMS/PROCESS TECHNOLOGIES – ADD VALUE• HEADLINER, FLOOR-MAJOR EARLY TARGETS• SEAT, DOOR TRIM, PACKAGE TRAY,PILLAR TRIM-NEXT
TARGETS• BARE ROLL GOODS VS SYSTEM SUPPLIER ROLE?• POTENTIAL UNDER-EXPLOITED
![Page 30: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/30.jpg)
ABOUT ROBERT ELLER ASSOCIATES, INC.
• TECHNICAL, MARKET AND ECONOMIC ANALYSIS IN SUPPORT OF MANAGEMENT DECISION
• AUTOMOTIVE – SPECIALTY• OFFICES IN US AND EUROPE• RECENTLY COMPLETED SOFT TRIM MULTICLIENT
STUDY
![Page 31: Email: bobeller@prodigy.net - Home Page: www ...robertellerassoc.com/ai03.pdf · slide-covautointsofttrim701 02.vsd. MULTICLIENT PROSPECTUS: NONWOVENS IN AUTOMOTIVE TRIM ... • SPUNBOND](https://reader034.vdocuments.mx/reader034/viewer/2022042413/5f2da0de2aca831eaf48a369/html5/thumbnails/31.jpg)
ABOUT JOHN R. STARR, INC.
• MANAGEMENT AND TECHNICAL CONSULTING FIRM SPECIALIZING IN NONWOVEN PRODUCTS FIELD, WORLWIDE FOR 30 YEARS.
• AUTOMOTIVE NONWOVEN AN IMPORTANT PART OF THE PRACTICE.
• PARTICULAR FOCUS ON LEADING EDGE NONWOVEN TECHNOLOGIES WITH POTENTIAL TO DISPLACE OTHER NONWOVENS, WOVENS, KNITS AND OTHER MATERIALS