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市场调查报告书
商品编码
1886923
电动车售后市场规模、占有率、成长及全球产业分析:按类型、应用和地区划分的洞察,以及2024年至2032年的预测Electric Vehicle Aftermarket Industry Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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全球电动车(EV)售后市场产业正快速扩张,这主要得益于电动车普及率的提高、政府支持力度的加大以及对专业维修和保养服务需求的增长。根据本报告,预计该行业规模将在2024年达到625.5亿美元,2025年增长至820.8亿美元,并在2032年达到惊人的2112.1亿美元,复合年增长率高达14.5%。 2024年,亚太地区将占据领先地位,占全球市场占有率的51.56%,这主要得益于该地区较高的电动车渗透率、政府补贴以及充电基础设施的快速发展。
电动车售后市场涵盖了用于售后车辆维护、维修、零件更换和客製化的各种服务和零件。虽然电动车的活动部件比内燃机汽车少,但它们仍然需要电池诊断、热管理维护、电力电子设备维修、充电设备维护和软体更新等专业服务。此外,随着汽车製造商不断提升电动车的性能和耐久性以满足其营运需求,对电动车专用轮胎、悬吊系统和轻量化零件的需求也不断增长。
市场动态
市场驱动因素-电动车普及率不断提高
电动车售后市场产业的核心驱动因素是全球电动车普及率的不断提高。到2023年,电动车将占新车销量的18%,较2022年的14%和2018年的2%大幅成长,这标誌着全球正迅速向清洁出行方式转型。随着每年上路的电动车数量不断增加,对售后市场零件的需求,尤其是电池、轮胎、电力电子设备、马达和软体升级的需求,也持续成长。政府的奖励措施,例如补贴、税收减免和充电网路投资,进一步激发了消费者的兴趣,并增强了售后市场的成长机会。
市场限制因素-售后市场零件供应有限
随着电动车的普及,售后市场面临关键零件供应有限的挑战。原始设备製造商 (OEM) 通常对电池、逆变器、热管理系统和专有软体等关键零件实施严格控制,限制了独立维修店取得这些零件的管道。根据 Alix Partners 和 Berylls 于 2024 年发布的一项研究,售后市场竞争受到车辆资料取得受限、专有软体编码要求以及诊断介面过时等因素的影响。这些挑战限制了竞争,并增加了消费者的服务成本。
市场机会-维修和维修服务需求成长
随着电动车普及速度加快,维修和维修服务蕴藏着巨大的机会。电动车在电池系统、热管理、电力电子和先进的软体组件方面需要独特的专业知识。这为授权电动车服务中心、电池再製造公司和专业诊断服务提供者开闢了新的发展道路。不断扩大的电动车保有量为售后市场供应商带来了长期的收入机会,尤其是在车辆老化需要更换电池和维修动力系统时。
市场挑战-市场分散且缺乏标准化
电动车市场高度分散,每个製造商都使用专有技术和设计。这给通用售后市场组件的製造带来了挑战,并使库存管理变得复杂。缺乏标准化导致成本增加、服务反应时间延长以及电动车品牌之间的互通性有限。
产业趋势
电池回收再製造是重塑产业格局的关键趋势。随着电动车电池需求的飙升,各公司正在投资锂、镍和钴的回收製程。 2023年10月,Stellantis与Orano合作成立了一家合资企业,专门从事废弃电池的回收。这有助于增强资源永续性并降低供应链风险。
细分市场概览
依车辆类型
2024年,乘用车占据最大的市场占有率,这主要得益于中国、印度、德国和挪威电动车数量的不断增长。
预计商用车细分市场将实现最快成长,这主要得益于车队营运商越来越多地采用电动车以降低燃料和维护成本。
按零件
由于电动车的扭力和车身重量导致轮胎更换频率高,轮胎细分市场占据主导地位。
煞车和悬吊系统、电气元件、车身部件和充电设备也是成长型细分市场。
依动力型
2024年,纯电动车(BEV)占据了大部分市场占有率,反映了其强劲的全球销售量。
由于混合动力车 (HEV) 在充电基础设施有限的地区具有灵活性,因此预计该细分市场将快速成长。
亚太地区 - 引领市场
预计到 2024 年,市场规模将达到 322.5 亿美元,其中亚太地区占据最大占有率并保持领先地位。政府支持,例如印度的 PM E-DRIVE 计划和日本的电动车补贴计划,正在推动售后市场的快速扩张。
欧洲
欧洲则位居第二,这得益于先进的电动车技术、监管支援以及对软体定义车辆维护日益增长的需求。
北美
美国、加拿大和墨西哥对充电网路和服务设施的持续基础设施投资正在加强售后市场的发展。
其他
电动车的日益普及以及企业可持续出行措施的推进,推动了市场成长。
The global electric vehicle (EV) aftermarket industry is expanding rapidly, supported by soaring EV adoption, increased government incentives, and growing demand for specialized repair and maintenance services. According to the report, the industry was valued at USD 62.55 billion in 2024, is projected to grow to USD 82.08 billion in 2025, and is expected to reach an impressive USD 211.21 billion by 2032, registering a robust CAGR of 14.5%. In 2024, Asia Pacific dominated the global market with a 51.56% share, driven by strong EV penetration, government subsidies, and rapid advancements in charging infrastructure.
The EV aftermarket includes a wide range of services and components used for vehicle maintenance, repair, replacement, and customization after the initial sale. Although electric vehicles contain fewer moving parts than internal combustion engine (ICE) vehicles, they require specialized services such as battery diagnostics, thermal management maintenance, power electronics repair, charging equipment servicing, and software updates. Furthermore, demand for EV-specific tires, suspension systems, and lightweight components is rising as automakers improve performance characteristics and durability to meet EV operational requirements.
Market Dynamics
Market Driver - Increasing Adoption of Electric Vehicles
The core driver of the EV aftermarket industry is the rising global adoption of EVs. Electric cars represented 18% of new car sales in 2023, a sharp rise from 14% in 2022, and only 2% in 2018, showing the rapid global shift toward clean mobility. As more EVs hit the road each year, the demand for aftermarket components-particularly batteries, tires, power electronics, motors, and software updates-continues to rise. Government incentives, including subsidies, tax exemptions, and charging network investments, further boost consumer interest and strengthen aftermarket growth opportunities.
Market Restraint - Limited Availability of Aftermarket Parts
Despite widespread EV growth, the aftermarket industry faces challenges due to limited access to essential EV components. OEMs typically retain tight control over key parts such as batteries, inverters, thermal management systems, and proprietary software. This restricts independent repair shops from accessing critical components. According to a 2024 study by Alix Partners and Berylls, aftermarket competitiveness is affected by factors such as restricted access to vehicle data, proprietary software coding requirements, and outdated diagnostic interfaces. These challenges limit competition and increase service costs for consumers.
Market Opportunity - Growing Demand for Maintenance & Repair Services
As EV adoption accelerates, maintenance and repair services represent a major opportunity. EVs require unique expertise for handling battery systems, thermal management, power electronics, and advanced software-based components. This opens avenues for certified EV service centers, battery refurbishment companies, and specialized diagnostic providers. The expanding EV fleet ensures long-term revenue opportunities for aftermarket suppliers, especially as vehicles age and require battery replacements or powertrain repairs.
Market Challenge - Fragmentation & Lack of Standardization
The EV market is highly fragmented, with each manufacturer using proprietary technologies and designs. This creates challenges in producing universal aftermarket components and complicates inventory management. Lack of standardization increases costs, slows service turnaround times, and limits cross-compatibility across EV brands.
Industry Trends
A major trend reshaping the industry is battery recycling and remanufacturing. As EV battery demand surges, companies are investing in processes to recover lithium, nickel, and cobalt. In October 2023, Stellantis partnered with Orano to launch a joint venture for recycling end-of-life batteries, strengthening resource sustainability and lowering supply chain risks.
Segmentation Overview
By Vehicle Type
Passenger cars held the largest market share in 2024, supported by rising EV ownership in China, India, Germany, and Norway.
The commercial vehicle segment is expected to grow fastest as fleet operators embrace EVs to lower fuel and maintenance costs.
By Component
The tire segment dominated the market due to higher replacement frequency driven by EV torque and vehicle weight.
Brake & suspension systems, electrical components, body parts, and charging-related equipment represent additional high-growth areas.
By Propulsion Type
Battery Electric Vehicles (BEVs) held the majority share in 2024, reflecting strong global sales.
The HEV segment is projected to expand quickly due to flexibility in regions with limited charging infrastructure.
Asia Pacific - Market Leader
With a market value of USD 32.25 billion in 2024, Asia Pacific held the largest share and is expected to maintain its dominance. Supportive government schemes such as India's PM E-DRIVE and Japan's EV subsidy programs fuel rapid aftermarket expansion.
Europe
Europe ranks second due to advanced EV technologies, regulatory support, and increased demand for software-defined vehicle maintenance.
North America
Robust infrastructure investments in charging networks and service facilities strengthen aftermarket development across the U.S., Canada, and Mexico.
Rest of the World
Growth is supported by rising corporate EV adoption and sustainable mobility initiatives.
Conclusion
Growing from USD 62.55 billion in 2024 to USD 211.21 billion by 2032, the electric vehicle aftermarket industry is positioned for long-term expansion. With rising EV deployment, technological advancements, and sustainability-focused policies, the aftermarket will remain a critical pillar supporting the global transition to electric mobility.
Segmentation By Vehicle Type
By Component
By Propulsion Type
By Region