2025-2030年xEV电动机策略分析

受电动车需求成长、成本效率提高以及对稀土依赖减少导致供应链增强的推动，电动车市场将实现两位数成长

近年来，受电动车 (EV) 日益普及、二氧化碳排放法规日益严格、政府激励措施以及电池技术进步的推动，电动马达 (E-motors) 的需求激增。目前，电动车牵引马达市场主要由使用稀土元素的内建式永磁同步马达(IPMSM) 主导，这种马达效率高、功率输出出色、扭力密度高且转速范围广。凭藉其久经考验的性能和经济高效性，这些马达已成为原始设备製造商 (OEM) 为电动车提供动力的首选。在强有力的政策支持和消费者对永续交通日益增长的偏好的推动下，中国、欧洲和北美等主要市场正在推动这一需求。然而，原材料（例如永磁马达所需的稀土元素）供应链瓶颈和高昂的生产成本等挑战仍然是重大障碍。随着马达设计新技术的不断涌现，电动马达将继续发展。包括轴流马达在内的技术创新可望提高效率，同时减少对稀土材料的依赖。此外，成本效益替代材料的开发可望降低牵引马达的生产成本。随着电动车在亚太新兴市场的普及，这些地区预计将成为全球需求的主要贡献者。汽车製造商和供应商正在大力投资电机本地化生产，以最大限度地降低供应链风险并降低成本。人工智慧和物联网在製造过程中的整合优化了马达性能并实现了预测性维护。到2030年，电动汽车马达产业预计将变得具有竞争力、成本效益和技术先进性，使其成为全球电动车转型的核心参与者。

三大战略要务对电动车产业的影响

变革大趋势

为什么

减少二氧化碳排放的动力日益增强，刺激了替代电力动力传动系统的发展，许多主要经济体都设定了 2035 年实现碳中和的目标，这对电动车牵引马达市场产生了影响。

弗罗斯特的观点

在政府碳中和措施的推动下，原始设备製造商宣布计划推出多种采用多种替代动力传动系统系统的电动车车型，汽车製造商将越来越注重探索不同的策略，以使高性能电动马达在电动车牵引马达市场上更加经济实惠。

竞争加剧

为什么

随着替代动力传动系统汽车的日益普及，用于支援汽车永磁同步马达（IPMSM）市场必要发展的投资大幅增加，新参与企业正在引入创新技术以利用这些市场机会。

弗罗斯特的观点

为了满足电动车产业快速发展的需求，许多利用突破性电动机（e-motor）技术的新兴企业应运而生，引领着该领域的发展，尤其是在电动马达生产市场。预测期内，这些技术创新的涌入将导致现有参与者与新进者之间的激烈竞争。

颠覆性技术

为什么

随着全球电动车 (EV) 销量的快速成长，原始设备製造商 (OEM) 正在追求先进的电动马达技术，以提高效率和功率密度，以匹配内燃机汽车 (ICE) 的性能水平，特别是在轴向马达技术市场。

弗罗斯特的观点

电动车产业正在积极寻求进步，以减少对稀土的依赖，而稀土在电动车马达市场的稀土供应链中正面临供应限制。新型无磁铁马达技术的开发将使原始设备製造商能够生产具有理想性能指标的电动车，同时降低马达生产市场的投入成本。

驱动程式

• 全球对永续性的日益关注和更严格的排放法规正在推动消费者和政府采用电动车，这将直接转化为电动车牵引马达市场对电动马达需求的增加。
• 电动马达磁铁中使用的稀土元素供应风险较高，这促使人们开发替代技术，以消除电动马达生产中对这些材料的需求，这直接影响了电动车市场的稀土供应链。
• 高效的废旧马达回收方法使製造商能够获得由回收稀土材料製成的磁铁。与内建式永磁同步马达 (IPMSM) 市场使用原生原料相比，这种循环材料的使用有望显着降低对环境的影响。

成长抑制因素

• 儘管出现了更多替代技术，但未来 5 到 7 年内，大多数 xEV 中使用的电动马达仍将依赖稀土材料製成的磁铁，这可能会扰乱电动车马达市场的稀土供应链。
• 儘管无磁电动汽车电机不断取得进步，但在功率密度和效率方面仍然落后于有磁电机，但随着技术的发展，特别是在轴向电机技术市场，两种电机类型之间的性能差距正在逐渐缩小。
• 使用先进材料和製程所带来的高製造成本对电动机製造市场构成了重大挑战。

目录

战略问题

• 为何成长变得越来越困难？
• 战略要务
• 电动车产业的三大战略重要性

生态系统

• 分析范围
• 2024 年与 2030 年展望
• xEV动力传动系统总成细分
• xEV 架构和动力传动系统组件
• xEV 中使用的电动马达类型
• 适用于 xEV 的新型电动机
• OEM 首选马达类型
• 主要原始设备製造商及其电动机
• 电动车并排分析－五大电动车车型
• 成长动力
• 成长抑制因素

未来趋势

• 电动机市场未来的主要趋势
• 铜需求激增
• 3D列印彻底改变了电动马达的生产
• 旧马达回收
• 无取向电工钢板NOES价格上涨

电动汽车马达技术趋势

• 电动机的替代技术
• 轴流电动机
• 轮毂马达驱动
• 扁平绕线髮夹绕线

全球趋势和预测

• 电动汽车马达市场收益成长
• 2021-2030年电动汽车马达市占率（按地区）
• 2021-2030年全球电动汽车马达市场收益分析

影响电动汽车马达性能和经济性的因素

• 电动机：效率和性能的关键
• 电动机温度控管
• 主要主机厂温度控管策略
• 2024年全球电动车动力传动系统成本分析
• 电动机成本按组件细分

主要整车厂概况

• 通用汽车
• 通用汽车 - 顶级车型和引擎规格
• 福特
• 福特 - 顶级车型和引擎规格
• BMW
• BMW的转型：从混合永磁同步马达到无稀土EESM
• BMW - 顶级车型和引擎规格
• 现代
• 现代汽车 - 顶级车型和引擎规格
• 大众汽车
• 大众 Evolution - PPE、MEB 和 SSP 平台上的电动机
• 大众汽车 - 顶级车型和引擎规格
• 本田
• 本田 - 顶级车型和引擎规格
• 特斯拉
• 特斯拉 - 顶级车型和马达规格
• 丰田
• 丰田 - 顶级车型和引擎规格
• BYD
• 比亚迪 - 顶级车型和引擎规格
• XPeng
• 小鹏汽车 - 顶级车型及引擎规格

成长机会宇宙

• 成长机会1：先进製造技术
• 成长机会2：合作与伙伴关係
• 成长机会3：利用物联网的预测性维护解决方案

附录与后续步骤

• 成长机会的益处和影响
• 后续步骤Next steps
• 附表
• 免责声明

Electric Motor Market Set for Double-Digit Growth Fueled by Rising EV Demand, Cost Efficiency, and Reduced Rare Earth Reliance to Enhance Supply Chain Resilience

Demand for electric motors (e-motor) has skyrocketed in recent years, driven by the growing shift toward electric vehicles (EVs), stricter carbon emission regulations, government incentives, and advancements in battery technology. Currently, interior permanent magnet synchronous motors (IPMSM) dominate most of the EV traction motor market, thanks to their use of rare earth magnets offering high efficiency, superior power output, impressive torque density, and a wide speed range. These motors, with their proven performance and cost-effectiveness, have become the go-to choice for OEMs in powering EVs. Leading markets such as China, Europe, and North America are driving this demand, fueled by robust policy support and rising consumer preferences for sustainable transportation. However, challenges such as supply chain bottlenecks for raw materials (e.g., rare earth metals for permanent magnet motors) and high production costs continue to be significant hurdles. The e-motor landscape is set to evolve as new technologies in motor design emerge. Innovations, including axial flux motors, are expected to enhance efficiency while reducing dependence on rare earth materials. Additionally, the development of alternative, cost-effective materials is poised to lower production costs for traction motors. As EV adoption spreads to emerging markets in the Asia-Pacific, these areas are expected to become major contributors to global demand. Automakers and suppliers invest heavily in localizing e-motor production to minimize supply chain risks and reduce costs. The integration of AI and IoT in manufacturing processes will optimize e-motor performance and enable predictive maintenance. By 2030, the EV e-motor industry is forecast to be more competitive, cost-effective, and technologically advanced, becoming a central player in the global transition to electric mobility.

The Impact of the Top 3 Strategic Imperatives on the Electric Motor Industry

Transformative Megatrends

Why

Increased push for reduced carbon emissions is spurring the development of alternative electric powertrains. Many major economies have set targets to be carbon-neutral by 2035, affecting the EV traction motor market.

Frost Perspective

In response to governments' carbon-neutral initiatives, OEMs have announced plans to introduce a diverse range of EV models across all alternative powertrain types. Automakers will increasingly focus on exploring various strategies to deliver high-performance electric motors in the EV traction motor market at more affordable prices.

Competitive Intensity

Why

With the growing adoption of vehicles featuring alternative powertrains, there are significant increases in investments aimed at supporting necessary developments in the interior permanent magnet synchronous motor (IPMSM) market. Additionally, new entrants are introducing innovative technologies to tap into these market opportunities.

Frost Perspective

To meet the demands of the rapidly expanding EV industry, numerous startups utilizing groundbreaking electric motor (e-motor) technologies have emerged to drive the sector forward, particularly in the e-motor production market. This influx of innovation is poised to trigger fierce competition between established players and new entrants over the forecast period.

Disruptive Technologies

Why

With the surge in global electric vehicle (EV) sales across all variants featuring various powertrain types, OEMs are pursuing advanced e-motor technologies, particularly in the axial flux motor technology market, to enhance efficiency and power density to match the performance levels of internal combustion engine (ICE) vehicles.

Frost Perspective

The EV industry is actively seeking advancements to reduce its reliance on rare earth elements, which face supply constraints in the rare-earth supply chain for EV motors market. The development of new magnet-free e-motor technologies will allow OEMs to produce EVs with desired performance metrics while keeping input costs low in the e-motor production market.

Growth Drivers

• Increased global emphasis on sustainability and stricter emission regulations are driving consumers and governments toward EV adoption. This directly results in heightened demand for e-motors in the EV traction motor market.
• High supply risks associated with rare earth elements used in magnets for e-motors spur the development of alternative technologies, which eliminate the need for these materials in e-motor production. This directly impacts the rare-earth supply chain for EV motors market.
• Efficient recycling methods for used e-motors will enable manufacturers to utilize magnets made from recycled rare earth materials. Employing circular materials this way may significantly reduce environmental impact compared to using primary raw materials in the interior permanent magnet synchronous motor (IPMSM) market.

Growth Restraints

• As more alternative technologies emerge, most e-motors used in xEVs will maintain their reliance on magnets made from rare earth materials over the next 5 to 7 years. Dependence on such materials could potentially disrupt supply chains in the rare-earth supply chain for EV motors market.
• Despite ongoing advancements, magnet-free e-motors lag behind magnet-based e-motors in terms of power density and efficiency. However, as technology evolves, particularly in the axial flux motor technology market, the performance gap between the 2 types of motors is gradually closing.
• High manufacturing costs related to the use of advanced materials and processes pose a significant challenge in the e-motor production market.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative
• The Impact of the Top 3 Strategic Imperatives on the Electric Motor Industry

Ecosystem

• Scope of Analysis
• Key Highlights-2024 and 2030E
• xEV Powertrain Segmentation
• xEV Architecture and Powertrain Components
• Electric Motor Types Used in xEVs
• Emerging Electric Motors for xEVs
• OEM-preferred Motor Types
• Key OEMs and Their Electric Motors
• Electric Motor Side-by-Side Analysis-Top 5 EV Models
• Growth Drivers
• Growth Restraints

Future Trends

• Key Future Trends in the Electric Motor Market
• Copper Demand Surge
• Revolutionizing Electric Motor Production with 3D Printing
• Recycling Used Electric Motors
• Non-Oriented Electrical Steel NOES Price Surge

Emerging EV Electric Motor Technology Trends

• Alternative Electric Motor Technologies
• Axial Flux Electric Motors
• In-Wheel Electric Motor Drive
• Flat Windings Hairpin Winding

Global Adoption Trends and Forecasts

• EV Electric Motor Market Revenue Growth
• EV Electric Motor Regional Market Share, 2021-2030
• Global EV Electric Motor Market Revenue Analysis, 2021-2030

Factors Shaping EV Motor Performance and Economics

• Electric Motor: Efficiency and Performance Keys
• Electric Motor Thermal Management
• Key OEM Thermal Management Strategies
• EV Powertrain Cost Breakdown, Global, 2024
• Electric Motor Cost Breakdown by Components

Key OEM Profiles

• General Motors
• General Motors-Top Models and Motor Specifications
• Ford Motor Company
• Ford-Top Models and Motor Specifications
• BMW
• BMW's Transition: Hybrid PMSM to Rare Earth-Free EESM
• BMW-Top Models and Motor Specifications
• Hyundai
• Hyundai-Top Models and Motor Specifications
• Volkswagen
• Volkswagen Evolution-Electric Motors in PPE, MEB, and SSP Platforms
• Volkswagen-Top Models and Motor Specifications
• Honda
• Honda-Top Models and Motor Specifications
• Tesla
• Tesla-Top Models and Motor Specifications
• Toyota
• Toyota-Top Models and Motor Specifications
• BYD
• BYD-Top Models and Motor Specifications
• XPeng
• XPeng-Top Models and Motor Specifications

Growth Opportunity Universe

• Growth Opportunity 1: Advanced Manufacturing Techniques
• Growth Opportunity 2: Collaborations and Partnerships
• Growth Opportunity 3: IoT-Powered Predictive Maintenance Solutions

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer