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市场调查报告书
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全球电动车 (EV) 变速箱市场：按变速箱类型、变速箱系统、车型、分销管道和地区划分－市场规模、产业动态、机会分析及预测（2025-2033 年）

Global Electric Vehicle (EV) Transmission Market: By Transmission Type, Transmission System, Vehicle Type, Vehicle Type, Distribution Channel, Region- Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2025-2033
出版日期: | 出版商: Astute Analytica | 英文 258 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

全球电动车 (EV) 变速箱市场正经历前所未有的转型和快速扩张时期。预计该市场将大幅成长，到 2024 年将达到约 125.1 亿美元，到 2033 年将达到 771.4 亿美元。这一成长在预测期内（2025-2033 年）的复合年增长率为 22.4%，凸显了全球向电动车转型的加速趋势。

随着汽车产业和消费者对永续交通解决方案的青睐，电动车 (EV) 变速箱的发展远超其在内燃机汽车中的传统作用。电动车变速箱不再只是传动比控制器；它们正在进行彻底的重新设计，以满足电动动力系统的独特需求。它们如今已成为关键部件，直接影响车辆效率、驾驶性能、续航里程和整体用户体验。

值得关注的市场发展

电动车 (EV) 变速箱的竞争格局呈现出激烈的战略竞争态势，各大厂商纷纷争夺这一快速发展的行业的领导地位。市场主要由几家领先的汽车供应商主导，他们凭藉着持续的创新和在动力传动系统技术领域的深厚专业知识，确立了自身的领先地位。同时，一些汽车製造商正在投资自主研发变速箱系统，力求更好地掌控电动车架构，并提升针对其产品线客製化技术的能力。塑造市场的知名企业包括博格华纳、采埃孚和爱信等行业领导者，它们都利用自身的技术实力抢占了相当大的市场占有率。

福特汽车在 8 月宣布了 2025 年的目标，这是该领域技术创新和战略承诺的一个显着例子，标誌着该公司在电动车工程和生产方面迈出了重要的一步。福特发布了其通用电动车平台及其配套的福特通用电动车生产系统，旨在简化製造流程、降低成本，并为全球数百万消费者提供高品质、价格合理的电动车。此举凸显了整合平台和可扩展生产系统在满足日益增长的电动车需求方面日益重要的作用。

关键成长动力

全球对电动车 (EV) 变速箱的需求正受到对更高功率和峰值性能的不懈追求的显着影响。全球汽车製造商正激烈竞争，以生产具有卓越加速性、牵引力和整体驾驶动态性能的汽车。这种激烈的竞争促使变速箱供应商开发具有前所未有的功率密度的传动系统，突破了当前工程和技术的界限。不断提高的性能预期推动了对能够有效处理更大功率负载且不牺牲可靠性或效率的变速箱的迫切需求。

新机会趋势

电动车 (EV) 变速箱市场的一个显着趋势是，各个部件正在快速整合到高度整合的电力驱动桥和驱动模组中。许多供应商正在改进其产品，从简单地提供独立的变速箱，到提供整合了传动系统多个关键元件的完整一体化系统。这种转变的一个例子是德纳的四合一电子束变速箱，这是一种先进的解决方案，将马达、逆变器、热管理系统和车桥整合到一个紧凑的单元中。这种整合度反映了业界向精简高效设计的转变，代表了传动系统技术的重大进步。

本报告探讨并分析了全球电动车 (EV) 变速箱市场，提供了每个细分市场的市场规模和预测、市场动态和趋势以及公司概况。

目录

第1章 调查架构

  • 调查目的
  • 产品概要
  • 市场区隔

第2章 调查手法

第3章 摘要整理:全球电动车(EV)用变速箱市场

第4章 全球电动车(EV)用变速箱市场概要

  • 产业价值链分析
    • 材料供应商
    • 厂商
    • 批发商
    • 终端用户
  • 产业预测
    • EV的市场占有率:各主要企业
    • 日本的EV市场
    • EV用变速箱的案例研究
  • 大环境分析
  • 波特的五力分析
  • 市场动态和趋势
    • 成长促进因素
    • 阻碍因素
    • 课题
    • 主要趋势
  • COVID-19对市场成长趋势影响的评估
  • 市场成长及预测
    • 市场收益的估计与预测(2020年～2033年)
    • 市场规模的估计与预测(2020年～2033年)
    • 价格趋势的分析
  • 竞争仪表板
    • 市场集中率
    • 企业的市场占有率分析(金额)(2024年)
    • 竞争製图

第5章 全球电动车(EV)用变速箱市场分析:变速箱

  • 重要的知识和见识
  • 市场规模与预测(2020年～2033年)
    • 单一速度
    • 多速度

第6章 全球电动车(EV)用变速箱市场分析:各变速箱系统

  • 重要的知识和见识
  • 市场规模与预测(2020年～2033年)
    • AMT变速箱
    • AT变速箱
    • DCT/DHT变速箱
    • CVT变速箱

第7章 全球电动车(EV)用变速箱市场分析:各车辆类型(动力)

  • 重要的知识和见识
  • 市场规模与预测(2020年～2033年)
    • 电池EV
    • 插件EV
    • 混合EV

第8章 全球电动车(EV)用变速箱市场分析，车辆类型(设计/模式)

  • 重要的知识和见识
  • 市场规模与预测(2020年～2033年)
    • 小客车
    • 巴士
    • 卡车
    • 其他

第9章 全球电动车(EV)用变速箱市场分析:各流通管道

  • 重要的知识和见识
  • 市场规模与预测(2020年～2033年)
    • 线上
    • 离线

第10章 全球电动车(EV)用变速箱市场分析:各地区

  • 重要的知识和见识
  • 市场规模与预测(2020年～2033年)
    • 北美
    • 欧洲
    • 亚太地区
    • 中东·非洲
    • 南美

第11章 北美的电动车(EV)用变速箱市场分析

第12章 欧洲的电动车(EV)用变速箱市场分析

第13章 亚太地区的电动车(EV)用变速箱市场分析

第14章 中东·非洲的电动车(EV)用变速箱市场分析

第15章 南美的电动车(EV)用变速箱市场分析

第16章 企业简介

  • Aisin Seiki Co., Ltd.
  • Allison Transmission Inc.
  • AVL List GmbH
  • BorgWarner Inc.
  • Continental AG
  • Dana Limited
  • Denso Corporation
  • EATON Corporation
  • GKN Plc
  • Hewland Engineering Ltd.
  • Hitachi Automotive Systems Ltd
  • JATCO Ltd.
  • Magna International
  • Mando Corporation
  • Porsche AG
  • Robert Bosch GmbH
  • Schaeffler Technologies AG & Co. KG
  • Xtrac Ltd
  • ZF Friedrichshafen AG
  • 其他的着名企业
简介目录
Product Code: AA0824898

The global electric vehicle transmission market is undergoing an era of unprecedented transformation and rapid expansion. Valued at approximately US$ 12.51 billion in 2024, the market is poised for extraordinary growth, with projections estimating its size will reach around US$ 77.14 billion by 2033. This growth corresponds to a robust compound annual growth rate (CAGR) of 22.4% over the forecast period from 2025 to 2033, highlighting the accelerating shift toward electric mobility worldwide.

As the automotive industry and consumers alike embrace sustainable transportation solutions, the electric vehicle transmission has evolved far beyond its traditional role in internal combustion engine vehicles. No longer simply a mechanism for managing gear ratios, the transmission in electric vehicles has been fundamentally reimagined to meet the unique demands of electric powertrains. It now serves as a critical linchpin that directly influences vehicle efficiency, driving performance, range, and the overall user experience.

Noteworthy Market Developments

The competitive landscape of the electric vehicle transmission market is marked by intense strategic activity as key players vie for leadership in this rapidly evolving sector. The market is primarily dominated by several major Tier-1 automotive suppliers, who have established themselves as frontrunners through continuous innovation and extensive expertise in drivetrain technologies. At the same time, some automakers are investing in the development of in-house transmission systems, seeking greater control over their electric vehicle architectures and the ability to tailor technologies specifically to their product lines. Among the prominent companies shaping the market are industry giants, such as BorgWarner, ZF Friedrichshafen, and Aisin, each leveraging their technological prowess to capture significant market share.

A notable example of innovation and strategic commitment in this space was Ford Motor's announcement in August 2025, which marked a significant milestone in the company's approach to electric vehicle engineering and production. Ford unveiled its Universal EV Platform and the accompanying Ford Universal EV Production System, initiatives designed to streamline the manufacturing process, reduce costs, and make high-quality, affordable electric vehicles accessible to millions of consumers worldwide. This move underscores the growing importance of integrated platforms and scalable production systems in meeting the surging demand for electric vehicles.

Core Growth Drivers

The global demand for electric vehicle transmissions is being profoundly influenced by a relentless pursuit of higher power output and peak performance capabilities. Automakers around the world are engaged in intense competition to produce vehicles that excel in acceleration, towing capacity, and overall driving dynamics. This fierce rivalry is driving transmission suppliers to develop drivetrains that boast unprecedented levels of power density, pushing the boundaries of current engineering and technology. As performance expectations rise, the need for transmissions that can efficiently handle greater power loads without compromising reliability or efficiency becomes critical.

Emerging Opportunity Trends

A prominent trend shaping the electric vehicle transmission market is the rapid consolidation of individual components into highly integrated e-axles and drive modules. Instead of merely supplying standalone transmissions, many suppliers are evolving their offerings to provide complete, all-in-one systems that combine multiple critical elements of the drivetrain. An illustrative example of this shift is Dana's 4-in-1 e-Beam, a sophisticated solution that integrates the motor, inverter, thermal management system, and axle into a single compact unit. This level of integration represents a significant advancement in drivetrain technology, reflecting the industry's movement toward streamlined and efficient design.

Barriers to Optimization

The growth of the electric vehicle transmission market faces potential challenges due to the high development and manufacturing costs associated with advanced transmission systems. Designing and producing these sophisticated components requires significant investment in research, engineering, and specialized materials, which can drive up overall expenses for manufacturers. The complexity of integrating cutting-edge technologies that enhance performance, efficiency, and durability also adds to the financial burden, making it more difficult for some companies to scale production or offer competitively priced products.

Detailed Market Segmentation

By Transmission, the single-speed transmission segment unmistakably dominates the electric vehicle transmission market, commanding an impressive revenue share that exceeds 80.1%. This overwhelming dominance is fundamentally tied to the inherent characteristics of electric motors, which differ significantly from traditional internal combustion engines. Electric motors are capable of producing instant torque from a standstill and maintain high levels of efficiency across an exceptionally wide range of revolutions per minute (RPM). These features eliminate the need for complex multi-speed gearboxes, making single-speed transmissions the optimal choice for electric vehicles.

By Transmission System, automatic transmission (AT) systems hold a dominant position in the electric vehicle transmission market, commanding a significant share of 58.2%. This leadership is largely attributable to the prevalent use of single-speed gearboxes in electric vehicles, which, despite their relative simplicity compared to traditional multi-speed transmissions, effectively operate as a form of automatic transmission. Unlike conventional vehicles that often rely on complex multi-speed gearboxes to optimize engine performance across various driving conditions, electric vehicles benefit from the consistent torque and power delivery characteristics of electric motors, allowing them to utilize simpler transmission designs without sacrificing performance.

By Vehicle Type, Battery Electric Vehicles (BEVs) have emerged as the primary consumers in the electric vehicle transmission market, commanding a commanding market share exceeding 54.2%. This dominant position is closely tied to the fundamental nature of BEVs, which rely exclusively on electric propulsion systems for their operation. Unlike hybrid vehicles, which combine internal combustion engines with electric motors, or conventional vehicles powered solely by fossil fuels, BEVs depend entirely on their electric powertrains to deliver motion. This unique reliance places significant importance on the transmission system, which must be highly efficient to ensure optimal power delivery and overall vehicle performance.

By Vehicle Design, electric cars have solidified their position as the undisputed leaders in the electric vehicle transmission market, commanding an impressive market share that exceeds 63.7%. This dominant presence reflects wider global automotive trends, where passenger vehicles such as sedans, hatchbacks, and SUVs make up the largest segment by volume. The popularity of electric cars is driven by increasing consumer demand for environmentally friendly transportation, advancements in battery technology, and supportive government policies promoting cleaner mobility solutions.

Segment Breakdown

By Transmission Type

  • Single Speed
  • Multi Speed
  • 2 Speed EV Transmission
  • 3 Speed EV Transmission
  • 4 Speed EV Transmission

By Transmission System

  • AMT Transmissions
  • AT Transmission
  • CVT Transmissions
  • DCT/DHT Transmissions

By Vehicle Type (Power)

  • Battery EV
  • Plug-In EV
  • Hybrid EV

By Vehicle Type (Design/Model)

  • Cars
  • Buses
  • Trucks
  • Other

By Distribution Channel

  • Online
  • Offline
  • OEMs
  • Aftermarket

By Region

  • North America
  • The U.S.
  • Canada
  • Mexico
  • Europe
  • Western Europe
  • U.K.
  • Germany
  • France
  • Spain
  • Italy
  • Rest of Western Europe
  • Eastern Europe
  • Poland
  • Russia
  • Rest of Eastern Europe
  • Asia Pacific
  • China
  • India
  • Japan
  • Australia & New Zealand
  • ASEAN
  • Rest of Asia Pacific
  • Middle East & Africa (MEA)
  • UAE
  • Saudi Arabia
  • South Africa
  • Rest of MEA
  • South America
  • Argentina
  • Brazil
  • Rest of South America

Geography Breakdown

  • The Asia-Pacific region, with China at the forefront, is firmly establishing itself as the dominant global hub for the electric vehicle (EV) transmission market. This leadership is marked by large-scale production expansions and the deep integration of cutting-edge technologies within manufacturing processes. The rapid industrial growth in this region reflects the increasing demand for electric mobility solutions, driven by supportive government policies, growing consumer adoption, and the presence of major automotive original equipment manufacturers (OEMs).
  • In 2025, ZF will begin operations at its third e-mobility plant in Shenyang, China. This state-of-the-art facility is specifically designed to produce electric axle drives capable of delivering power outputs ranging from 100kW to 300kW. The establishment of this plant underscores ZF's strategic commitment to expanding its footprint in the Chinese EV market and meeting the increasing demand for high-performance electric drivetrains. Similarly, BorgWarner is set to open a new manufacturing base in Wuhu early in 2025, dedicated to producing electric drive systems. This expansion is further reinforced by BorgWarner's recent success in securing four new eMotor contracts with three leading Chinese OEMs, with production scheduled to ramp up through 2025 and 2026.

Leading Market Participants

  • Aisin Seiki Co., Ltd.
  • Allison Transmission Inc.
  • AVL List GmbH
  • BorgWarner Inc.
  • Continental AG
  • Dana Limited
  • Denso Corporation
  • EATON Corporation
  • GKN Plc
  • Hewland Engineering Ltd.
  • Hitachi Automotive Systems Ltd
  • JATCO Ltd.
  • Magna International
  • Mando Corporation
  • Porsche AG
  • Robert Bosch GmbH
  • Schaeffler Technologies AG & Co. KG
  • Xtrac Ltd
  • ZF Friedrichshafen AG
  • Other Prominent Players

Table of Content

Chapter 1. Research Framework

  • 1.1 Research Objective
  • 1.2 Product Overview
  • 1.3 Market Segmentation

Chapter 2. Research Methodology

  • 2.1 Qualitative Research
    • 2.1.1 Primary & Secondary Sources
  • 2.2 Quantitative Research
    • 2.2.1 Primary & Secondary Sources
  • 2.3 Breakdown of Primary Research Respondents, By Region
  • 2.4 Assumption for the Study
  • 2.5 Market Size Estimation
  • 2.6. Data Triangulation

Chapter 3. Executive Summary: Global Electric Vehicle (EV) Transmission Market

Chapter 4. Global Electric Vehicle (EV) Transmission Market Overview

  • 4.1. Industry Value Chain Analysis
    • 4.1.1. Material Provider
    • 4.1.2. Manufacturer
    • 4.1.3. Distributor
    • 4.1.4. End users
  • 4.2. Industry Outlook
    • 4.2.1. EV Market Share by Top Players
    • 4.2.2. Japan EV Market
      • 4.2.2.1. Market Outlook - Fleet Volume Forecast (Mn Units)
      • 4.2.2.2. Market Share
    • 4.2.3. EV Transmission Case Study
  • 4.3. PESTLE Analysis
  • 4.4. Porter's Five Forces Analysis
    • 4.4.1. Bargaining Power of Suppliers
    • 4.4.2. Bargaining Power of Buyers
    • 4.4.3. Threat of Substitutes
    • 4.4.4. Threat of New Entrants
    • 4.4.5. Degree of Competition
  • 4.5. Market Dynamics and Trends
    • 4.5.1. Growth Drivers
    • 4.5.2. Restraints
    • 4.5.3. Challenges
    • 4.5.4. Key Trends
  • 4.6. Covid-19 Impact Assessment on Market Growth Trend
  • 4.7. Market Growth and Outlook
    • 4.7.1. Market Revenue Estimates and Forecast (US$ Bn), 2020 - 2033
    • 4.7.2. Market Volume Estimates and Forecast ('000 Units), 2020 - 2033
    • 4.7.3. Price Trend Analysis
  • 4.8. Competition Dashboard
    • 4.8.1. Market Concentration Rate
    • 4.8.2. Company Market Share Analysis (Value %), 2024
    • 4.8.3. Competitor Mapping

Chapter 5. Global Electric Vehicle (EV) Transmission Market Analysis, By Transmission

  • 5.1. Key Insights
  • 5.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 5.2.1. Single Speed
    • 5.2.2. Multi Speed
      • 5.2.2.1. 2 Speed EV Transmission
      • 5.2.2.2. 3 Speed EV Transmission
      • 5.2.2.3. 4 Speed EV Transmission

Chapter 6. Global Electric Vehicle (EV) Transmission Market Analysis, By Transmission System

  • 6.1. Key Insights
  • 6.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 6.2.1. AMT Transmissions
    • 6.2.2. AT Transmission
    • 6.2.4. DCT/DHT Transmissions
    • 6.2.3. CVT Transmissions

Chapter 7. Global Electric Vehicle (EV) Transmission Market Analysis, By Vehicle Type (Power)

  • 7.1. Key Insights
  • 7.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 7.2.1. Battery EV
    • 7.2.2. Plug-In EV
    • 7.2.3. Hybrid EV

Chapter 8. Global Electric Vehicle (EV) Transmission Market Analysis, By Vehicle Type (Design/Model)

  • 8.1. Key Insights
  • 8.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 8.2.1. Cars
    • 8.2.2. Buses
    • 8.2.3. Trucks
    • 8.2.4. Other

Chapter 9. Global Electric Vehicle (EV) Transmission Market Analysis, By Distribution Channel

  • 9.1. Key Insights
  • 9.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 9.2.1. Online
    • 9.2.2. Offline
      • 9.2.2.1. OEMs
      • 9.2.2.2. Aftermarket

Chapter 10. Global Electric Vehicle (EV) Transmission Market Analysis, By Region

  • 10.1. Key Insights
  • 10.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 10.2.1. North America
      • 10.2.1.1. The U.S.
      • 10.2.1.2. Canada
      • 10.2.1.3. Mexico
    • 10.2.2. Europe
      • 10.2.2.1. The UK
      • 10.2.2.2. Germany
      • 10.2.2.3. France
      • 10.2.2.4. Spain
      • 10.2.2.5. Russia
      • 10.2.2.6. Rest of Europe
    • 10.2.3. Asia Pacific
      • 10.2.3.1. China
      • 10.2.3.2. India
      • 10.2.3.3. Japan
      • 10.2.3.4. Australia & New Zealand
      • 10.2.3.5. South Korea
      • 10.2.3.6. ASEAN
      • 10.2.3.7. Rest of Asia Pacific
    • 10.2.4. Middle East & Africa (MEA)
      • 10.2.4.1. UAE
      • 10.2.4.2. Saudi Arabia
      • 10.2.4.3. Rest of MEA
    • 10.2.5. South America
      • 10.2.5.1. Argentina
      • 10.2.5.2. Brazil
      • 10.2.5.3. Rest of South America

Chapter 11. North America Electric Vehicle (EV) Transmission Market Analysis

  • 11.1. Key Insights
  • 11.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 11.2.1. By Transmission Type
    • 11.2.2. By Transmission System
    • 11.2.3. By Vehicle Type
    • 11.2.4. By Distribution Channel
    • 11.2.5. By Country

Chapter 12. Europe Electric Vehicle (EV) Transmission Market Analysis

  • 12.1. Key Insights
  • 12.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 12.2.1. By Transmission Type
    • 12.2.2. By Transmission System
    • 12.2.3. By Vehicle Type
    • 12.2.4. By Distribution Channel
    • 12.2.5. By Country

Chapter 13. Asia Pacific Electric Vehicle (EV) Transmission Market Analysis

  • 13.1. Key Insights
  • 13.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 13.2.1. By Transmission Type
    • 13.2.2. By Transmission System
    • 13.2.3. By Vehicle Type
    • 13.2.4. By Distribution Channel
    • 13.2.5. By Country

Chapter 14. Middle East & Africa Electric Vehicle (EV) Transmission Market Analysis

  • 14.1. Key Insights
  • 14.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 14.2.1. By Transmission Type
    • 14.2.2. By Transmission System
    • 14.2.3. By Vehicle Type
    • 14.2.4. By Distribution Channel
    • 14.2.5. By Country

Chapter 15. South America Electric Vehicle (EV) Transmission Market Analysis

  • 15.1. Key Insights
  • 15.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 15.2.1. By Transmission Type
    • 15.2.2. By Transmission System
    • 15.2.3. By Vehicle Type
    • 15.2.4. By Distribution Channel
    • 15.2.5. By Country

Chapter 16. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

  • 16.1. Aisin Seiki Co., Ltd.
  • 16.2. Allison Transmission Inc.
  • 16.3. AVL List GmbH
  • 16.4. BorgWarner Inc.
  • 16.5. Continental AG
  • 16.6. Dana Limited
  • 16.7. Denso Corporation
  • 16.8. EATON Corporation
  • 16.9. GKN Plc
  • 16.10. Hewland Engineering Ltd.
  • 16.11. Hitachi Automotive Systems Ltd
  • 16.12. JATCO Ltd.
  • 16.13. Magna International
  • 16.14. Mando Corporation
  • 16.15. Porsche AG
  • 16.16. Robert Bosch GmbH
  • 16.17. Schaeffler Technologies AG & Co. KG
  • 16.18. Xtrac Ltd
  • 16.19. ZF Friedrichshafen AG
  • 16.20. Other Prominent Players