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市场调查报告书
商品编码
1886957
汽车碳刷市场规模、占有率、成长及全球产业分析:依类型、应用和地区划分的洞察,以及2024年至2032年的预测Automotive Carbon Brush Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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全球汽车碳刷市场持续强劲成长,主要受电动车(EV)需求成长、先进汽车电子技术的整合以及乘用车和商用车产量增加的推动。根据最新的产业分析,全球汽车碳刷市场预计在2024年达到28.3亿美元,并在2025年达到29.1亿美元。预计到2032年,该市场将进一步成长至40.3亿美元,2025年至2032年的复合年增长率(CAGR)为4.8%。亚太地区在全球市场中占主导地位,预计2024年将占53.36%的市场。这主要归功于该地区不断扩大的汽车产量、日益增长的电动车市场以及先进汽车系统的日益普及。
市场概览
汽车碳刷是马达和发电机中连接固定部件和运动部件的关键部件,负责在两者之间传导电流。其可靠的性能确保了燃油泵、交流发电机、电动车窗、雨刷、空调系统以及各种安全装置中使用的马达平稳运行。在电动车领域,马达高效传输动力高度依赖耐用的碳刷,而碳刷在提升车辆能源效率和延长马达寿命方面发挥着至关重要的作用。 Mersen、Schunk Carbon Technology 和 Morgan Advanced Materials 等领先製造商正致力于提升碳刷的导电性、耐热性和耐久性,以满足日益增长的性能需求。
新冠疫情扰乱了汽车生产和供应链,导致需求暂时下降。然而,疫情期间电动车销量的激增,以及全球汽车製造业的复工復产,推动了碳刷市场的復苏。
市场驱动因素
推动市场成长的关键因素是现代汽车中先进电子设备的日益集成,尤其是由马达和执行器驱动的系统。电动座椅、空调鼓风机、天窗、电动尾门、牵引力控制系统和 ADAS 相关电子设备等功能都需要可靠的碳刷来确保精准且有效率的运作。随着电气负载的增加,製造商正在寻求针对导电性、耐磨性和耐热性进行最佳化的高性能碳刷。
电动车市场的快速扩张进一步提振了需求。国际能源总署 (IEA) 预测,到 2024 年,电动车销量将达到 1,700 万辆,比 2023 年成长 25%。这表明电动车相关零件的长期前景强劲。在电池续航里程延长、快速充电解决方案广泛普及以及政府支持性法规的推动下,电动车的普及将持续推动碳刷市场成长,直至 2032 年。
市场限制因子
市场成长的主要限制因素是向无刷马达的转变,无刷马达透过电子换向消除了对碳刷的需求。由于汽车製造商采用无刷直流马达 (BLDC) 以提高效率和降低维护成本,碳刷的需求长期面临压力。 WEBER DRIVETRAIN 于 2022 年在印度开设无刷直流马达製造工厂等创新举措进一步凸显了这一全球趋势。
此外,原料成本高昂(石墨、铜和复合材料)构成挑战,价格波动影响获利能力和电刷价格竞争力。这一点在新兴市场尤其明显。
市场机会
儘管存在一些限制,但市场正受益于电动车的日益普及。儘管无刷马达兴起,但许多电动车辅助部件,例如泵浦、转向系统和通风系统,仍使用有刷马达。预计到2023年,全球道路上行驶的电动车数量将达到4,000万辆,这将推动对耐用、高性能电刷材料的需求,特别是银石墨和电解石墨。
2024年,安全与底盘电子系统引领市场。这主要得益于全球安全法规的加强,这些法规强制要求配备ABS(防锁死煞车系统)、ESC(电子稳定控制系统)和牵引力控制系统,而这些系统都需要使用有刷马达。车身电子系统细分市场占第二大占有率,这主要归功于舒适性配置的不断增加。
以电刷等级划分,电解石墨因其优异的导电性和耐热性,在2024年占市场主导地位,尤其适用于重型汽车应用。预计到2032年,银石墨将实现最快成长,这主要得益于电动车牵引马达的广泛应用。
依车型划分,SUV将在2024年引领市场,这反映了全球消费者对更大、更安全、更多功能性车辆的偏好。由于商用车广泛采用高级驾驶辅助系统 (ADAS)、电气化和先进煞车系统,因此预计商用车领域将实现最快成长。
依动力类型划分,内燃机 (ICE) 车型将在 2024 年占主导地位,这主要得益于全球庞大的车辆保有量需要持续维护。然而,从 2025 年到 2032 年,电动车将实现最高的复合年增长率 (CAGR),这得益于政府激励措施,例如美国高达 7,500 美元的税收抵免。
区域亮点
亚太地区将在 2024 年以 15.1 亿美元的市场规模引领市场,主要得益于中国、日本、韩国和印度强劲的汽车生产。北美地区凭藉着不断成长的重型车辆市场和电动车的普及,保持其第二大市场占有率。欧洲市场则受到积极的电动车政策和脱碳目标的推动。世界其他地区,包括中东、非洲和拉丁美洲,对高端汽车的需求不断增长,并且出现了电气化的趋势。
The global automotive carbon brush market continues to show resilient growth supported by increasing electric vehicle (EV) demand, integration of advanced automotive electronics, and rising production of passenger and commercial vehicles. According to the latest industry insights, the global automotive carbon brush market was valued at USD 2.83 billion in 2024, is expected to reach USD 2.91 billion in 2025, and is projected to climb to USD 4.03 billion by 2032, exhibiting a CAGR of 4.8% between 2025 and 2032. The Asia Pacific region led the global market in 2024 with a dominant 53.36% share, driven by its expanding automotive production, growing EV market, and rising adoption of advanced automotive systems.
Market Overview
Automotive carbon brushes are essential components that conduct electrical current between stationary and moving parts of motors and generators. Their reliable performance ensures smooth operation of motors used in fuel pumps, alternators, power windows, wipers, HVAC systems, and various safety features. In electric vehicles, motors depend heavily on durable carbon brushes for efficient power transmission, making them crucial to improving vehicle energy efficiency and motor lifespan. Major players-including Mersen, Schunk Carbon Technology, Morgan Advanced Materials, and others-focus on enhancing electrical conductivity, heat resistance, and durability to meet rising performance demands.
The COVID-19 pandemic disrupted vehicle production and supply chains, causing a temporary dip in demand. However, EV sales increased sharply during the period, supporting the carbon brush market's rebound once automotive manufacturing resumed globally.
Market Drivers
A key driver for market expansion is the growing integration of advanced electronics in modern vehicles, particularly systems powered by electric motors and actuators. Features such as power seats, HVAC blowers, sunroofs, power tailgates, traction systems, and ADAS-related electronics require reliable carbon brushes to ensure precise, efficient operation. As electrical loads increase, manufacturers demand high-performance brush grades optimized for conductivity, wear resistance, and heat tolerance.
The rapid expansion of the EV market further strengthens demand. The International Energy Agency projected 17 million electric cars to be sold in 2024, a 25% increase from 2023, signaling strong long-term prospects for components linked to electric motors. With increasing battery ranges, faster charging solutions, and supportive government regulations, EV adoption will continue driving the carbon brush market through 2032.
Market Restraints
A significant restraint to market growth is the shift toward brushless motors, which eliminate the need for carbon brushes through electronic commutation. As automotive OEMs adopt BLDC motors for efficiency and reduced maintenance, carbon brush demand faces long-term pressure. Innovations such as WEBER DRIVETRAIN's 2022 BLDC motor manufacturing setup in India further highlight the global shift.
Additionally, the high cost of raw materials-graphite, copper, and composite blends-poses challenges, as price fluctuations impact profitability and brush affordability, especially in emerging markets.
Market Opportunities
Despite restraints, the market benefits from expanding EV adoption. Even as brushless motors rise, many EV auxiliary components-such as pumps, steering systems, and ventilation systems-continue using brushed motors. The growing global fleet of EVs, which reached 40 million units on roads in 2023, boosts demand for durable, high-performance brush materials, particularly silver graphite and electrographite variants.
The safety and chassis electronic system segment dominated the market in 2024 due to stricter global safety regulations mandating ABS, ESC, and traction control features-each requiring brush-based motors. The body electronic system segment held the second-largest share due to rising comfort features.
By brush grade, electrographite dominated in 2024, as it offers superior conductivity and heat resistance suitable for high-load automotive operations. Silver graphite is expected to grow fastest through 2032, driven by rising EV traction motor usage.
Among vehicle types, SUVs led the market in 2024, reflecting global consumer preference for larger, safer, and more versatile vehicles. The HCV segment is projected to grow fastest due to adoption of ADAS, electrification, and advanced braking systems in commercial fleets.
By propulsion, the ICE segment dominated in 2024, supported by the large global fleet requiring ongoing maintenance. However, electric vehicles will record the highest CAGR from 2025 to 2032, supported by government incentives-including U.S. tax credits up to USD 7,500.
Regional Highlights
Asia Pacific led with USD 1.51 billion in 2024, supported by strong vehicle production in China, Japan, South Korea, and India. North America held the second-largest share due to its heavy-duty vehicle market and rising EV adoption. Europe's market is fueled by its aggressive EV policies and decarbonization goals. The rest of the world-including the Middle East, Africa, and Latin America-shows rising demand for luxury vehicles and electrification trends.
Conclusion
With the market expanding from USD 2.83 billion in 2024 to USD 4.03 billion by 2032, automotive carbon brushes remain vital components in evolving vehicle architectures. Despite the rise of brushless motors, the industry is positioned for sustained growth driven by EV adoption, advanced vehicle electronics, and continuous material innovations.
Segmentation By Application
By Brush Grade
By Vehicle Type
By Propulsion
By Region