全球乘用车和轻型商用车动力总成市场：增长展望（2022 年）

加强动力总成电动化，改进缸内工艺和排气后处理系统。因此，轻度混合动力、全混合动力、插电式混合动力、电池电动汽车和燃料电池汽车等 xEV 在过去五年中显着增长。由于 COVID-19 大流行，过去几年市场有所下滑，但这是 xEV 增长最快的时期。

本报告对全球乘用车和轻型商用车动力总成市场进行调查和分析，包括市场概况、战略需求、增长环境和范围、2022 年全球经济展望和国家动力总成展望。提供有关信息。

目录

市场概况

• 概述 - 12 大转型转变
• 2021年行业亮点
• 区域排放和检查程序
• 乘用车CAFE目标
• 轻型汽车销售
• 轻型车动力总成
• 2021 年全球汽车动力总成市场-预测与性能
• 大流行期间的行业状况
• 全球动力总成行业过往销售额
• 2022 年预测

战略要求

• 为什么增长变得越来越困难？
• 战略要点 8 (TM)
• Top 3 战略需求对动力总成行业的影响
• 增长机会推动增长管道引擎 TM

成长环境与范围

• 调查范围
• 车辆细分
• 细分

2022 年全球经济展望

• 2021年世界经济5强平井
• 2022 年全球 5 大经济预测
• 全球 GDP 增长率
• 2022 年情景分析：季度全球增长
• 2022 年情景分析假设
• 2022 年全球 GDP 增长概览
• 发达国家 - 2022 年预测
• 新兴国家 - 2022 年预测

欧洲动力总成展望

• 车辆销售
• 动力总成分布趋势
• 乘用车动力总成分布
• 引人注目的动力总成市场
• 前 5 大市场的动力总成分布趋势
• 前 5 大市场乘用车动力总成分布趋势
• mHEV-48V 系统领先，但 12V 系统以 25% 的份额关闭
• 混合动力汽车
• 电动车
• 排放展望
• 动力总成展望

美国动力总成展望

• 车辆销售
• 动力总成分布趋势
• mHEV-48V系统占有率保持在90%以上
• 混合动力汽车
• 电动车
• 排放展望
• 动力总成展望

中国动力总成展望

• 车辆销售
• 动力总成分布趋势
• 混合动力汽车
• 混合动力汽车
• 电动车
• 排放展望
• 动力总成展望

日本的动力总成展望

• 车辆销售
• 动力总成分布趋势
• 混合动力汽车
• 混合动力汽车
• 电动车
• 排放展望
• 动力总成展望

韩国动力总成展望

• 车辆销售
• 动力总成分布趋势
• mHEV-Premium OEM 48V 系统最受欢迎
• 混合动力汽车
• 电动车
• 排放展望
• 动力总成展望

印度的动力总成展望

• 车辆销售
• 动力总成分布趋势
• 混合动力汽车
• 混合动力汽车
• 电动车
• 排放展望
• 动力总成展望

东南亚国家联盟动力总成展望

• 印尼汽车销量
• 马来西亚汽车销量
• 泰国汽车销售
• 动力总成分布趋势
• 混合动力汽车
• 混合动力汽车
• 电动车
• 燃油经济性和排放预测
• 动力总成展望

动力总成技术前景

• 全球电动机要求、路线图和目标
• 无磁或稀土无磁电机
• 轴流马达技术

增长机会宇宙

• 增长机会 1-增加在燃烧期间和燃烧后减排方面的投资
• 增长机会2-通过xEV增加对汽车电气化的投资
• 增长机会 3-电动汽车的 OEM 和供应商合作伙伴关係

附录

• 首字母缩略词
• 图表列表
• 免责声明

Emission Reduction and Fuel Economy Requirements Continue to Steer the Industry Toward Electrification

With concern about global warming increasing with each passing day, a primary focus of governments and the automotive industry has shifted from improving fuel economy to reducing emissions. Fuel economy has become secondary. Powertrain electrification initiatives have intensified, while efforts to improve in-cylinder process and exhaust aftertreatment systems also are ongoing.

To this end, xEVs, which include mild hybrid, full hybrid, plug-in hybrid, battery electric, and fuel cell electric vehicles, have witnessed substantial growth over the past 5 years. What is impressive is that the market downturn of the last couple of years because of the COVID-19 pandemic has been the time where xEVs have witnessed the highest growth. While internal combustion engines continue to be the leading powertrain type, electrification as a means of improving emissions and fuel economy is fast reaching the point where it becomes a necessity to meet future targets from 2025 and beyond.

This outlook examines the state of the powertrain industry in the United States, China, Japan, South Korea, India, Indonesia, Malaysia, Thailand, and many European countries for passenger cars, car- and truck-based SUVs, and pickups (all under 3.5 tons). It examines light vehicle sales by region for 2021 and further breaks down sales by powertrain type. It also delves into powertrain technology roadmaps through 2030 and offers a glimpse of upcoming motor solutions. Growth opportunities that would be of interest to all stakeholders are considered.

Table of Contents

Market Overview

• Overview-Our Top 12 Transformation Shifts
• 2021 Industry Highlights
• Regional Emissions and Testing Procedures
• Passenger Car CAFE Targets
• Light Vehicle Sales
• Light Vehicle Powertrains
• The 2021 Global Automotive Powertrain Market-Forecast vs. Actual
• State of the Industry During the Pandemic
• Global Powertrain Industry Historic Sales
• Predictions for 2022

Strategic Imperative

• Why Is It Increasingly Difficult to Grow?
• Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Powertrain Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment and Scope

• Research Scope
• Vehicle Segmentation
• Segmentation

2022 Global Economic Outlook

• Top 5 Global Economic Highlights of 2021
• Top 5 Global Economic Predictions for 2022
• Global GDP Growth
• 2022 Scenario Analysis-Quarterly Global Growth
• 2022 Scenario Analysis Assumptions
• 2022 Global GDP Growth Snapshot
• Advanced Economies-Predictions for 2022
• Emerging Economies-Predictions for 2022

European Powertrain Outlook

• Vehicle Sales
• Powertrain Distribution Trends
• Passenger Car Powertrain Distribution
• Notable Powertrain Markets
• Notable Powertrain Markets (continued)
• Powertrain Distribution Trends in the Top 5 Markets
• Passenger Car Powertrain Distribution Trends in the Top 5 Markets
• mHEVs-48V Systems Lead but 12V Systems Closing on 25% Share
• FHEVs
• EVs
• Emissions Outlook
• Powertrain Outlook

US Powertrain Outlook

• Vehicle Sales
• Powertrain Distribution Trends
• mHEVs-48V Systems Retain More Than 90% Market Share
• FHEVs
• EVs
• Emissions Outlook
• Powertrain Outlook

Chinese Powertrain Outlook

• Vehicle Sales
• Powertrain Distribution Trends
• mHEVs
• FHEVs
• EVs
• Emissions Outlook
• Powertrain Outlook

Japanese Powertrain Outlook

• Vehicle Sales
• Powertrain Distribution Trends
• mHEVs
• FHEVs
• EVs
• Fuel Economy Outlook
• Powertrain Outlook

South Korean Powertrain Outlook

• Vehicle Sales
• Powertrain Distribution Trends
• mHEVs-48V Systems from Premium OEMs Most Preferred
• FHEVs
• EVs
• Fuel Economy Outlook
• Powertrain Outlook

Indian Powertrain Outlook

• Vehicle Sales
• Powertrain Distribution Trends
• mHEVs
• FHEVs
• EVs
• Fuel Economy Outlook
• Powertrain Outlook

ASEAN Powertrain Outlook

• Indonesia Vehicle Sales
• Indonesia Vehicle Sales (continued)
• Malaysia Vehicle Sales
• Thailand Vehicle Sales
• Powertrain Distribution Trends
• Powertrain Distribution Trends (continued)
• mHEVs
• FHEVs
• EVs
• Fuel Economy and Emissions Outlook
• Powertrain Outlook

Powertrain Technology Outlook

• Global Electric Motor Requirements, Roadmaps, and Targets
• Magnet-free or No Rare Earth Magnet Motors
• Axial Flux Motor Technologies

Growth Opportunity Universe

• Growth Opportunity 1-Increased Investments in Lowering Emissions During and After Combustion
• Growth Opportunity 1-Increased Investments in Lowering Emissions During and After Combustion (continued)
• Growth Opportunity 2-Increased Investments in Vehicle Electrification via xEVs
• Growth Opportunity 2-Increased Investments in Vehicle Electrification via xEVs (continued)
• Growth Opportunity 3-OEM-Supplier Partnerships for Electric Motors
• Growth Opportunity 3-OEM-Supplier Partnerships for Electric Motors (continued)

Appendix

• Initialisms
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer