Producer
Merida Industry Co.
Taiwan's #2 bicycle/frame maker; major ODM for global brands and part-owner of Specialized.
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Own-brand bikes
OEM / ODM manufacturing
E-bikes
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Concentration2024
The bicycle world has its own Taiwanese manufacturing duopoly at the frame-and-assembly level: Giant and Merida, both Taiwanese, are the two largest bicycle makers, and they build not only their own brands but a large share of the bikes sold under Western brand names (Merida owns about a third of Specialized and manufactures for it and others). So just as the drivetrain is a Shimano/SRAM duopoly, the frame and assembly of quality bikes concentrate in a couple of Taiwanese ODMs — meaning a "different" bike brand is often a Giant- or Merida-built frame fitted with a Shimano or SRAM drivetrain. The bicycle, brand by brand seemingly diverse, is at the manufacturing level a story of Taiwanese frame makers and Japanese/American component duopolies: a double concentration most cyclists never see behind the paint and the logo on the down tube.
Merida Industry Co. ↗Did you know2024
The shift to e-bikes is reshaping bicycle manufacturing: e-bikes add motors, batteries and controllers, pulling bike makers like Merida into the same battery-and-electronics supply chains as EVs and consumer electronics — and toward the same Asian battery-cell and motor suppliers. So Merida and its peers are becoming, in effect, small-vehicle electronics assemblers, and the bicycle's supply chain is converging with the broader electrification economy: cells, battery-management systems, motors and controllers. The humble bike, already dependent on a Taiwanese frame duopoly and a component duopoly, now also leans on the battery and motor supply chains that power everything else electric. It is one more everyday product quietly absorbed into the lithium-and-motor supply web, and a reminder that "electrify it" almost always means "add a few more concentrated chokepoints to it."
Merida Industry Co. ↗