非公路用设备变速箱零件市场：北美和欧洲（2024-2030 年）

缓慢的经济復苏，加上对建筑业和农业领域的投资，预计将促进战略伙伴关係，并降低新市场参与企业的进入门槛。

预计到2030年，北美建筑和农业机械市场将保持温和成长，欧洲市场将呈现中等至强劲的成长。住宅、城市和交通基础设施的投资将推动小型施工机械的销售，而农场规模的扩大（北美和欧洲都是如此）将推动对高功率拖拉机的需求。儘管轮式底盘系统目前占据市场主导地位，但履带式底盘系统在北美和欧洲的非公路设备传动零件市场（2024-2030年）的复合年增长率预计将分别达到4.2%和3.2%。包括公共产业、工业、农业和园林绿化在内的各个行业的操作员和终端用户对小型设备的需求将推动对辅助系统的需求。小型设备对各种附件的需求不断增长，也将带动对辅助系统液压动力单元的需求增加。

供应链挑战、客户行为变化以及持续的贸易紧张局势预计将对整车製造商和变速箱零件供应商之间现有的和新的伙伴关係产生影响。

本研究重点在于关键输电部件的单位需求，分析竞争格局，确定影响市场的关键合作关係和趋势，并提供 2030 年的需求预测。

分析范围

本研究分析了非公路设备变速箱零件市场的成长。

目的：

• 分析建筑和农业机械行业的成长趋势和机会。
• 评估传动部件市场的技术趋势和市场动态
• 检验2030年的市场状况并了解未来前景
• 分析变速器零件市场的竞争格局和技术趋势

本次调查解答的关键问题：

• 主要需求和成长领域在哪里？
• 业界的主要参与企业有哪些？他们未来有哪些发展和产品推出活动？
• 业界有哪些值得关注的合作关係和亮点？
• 影响成长的关键因素和趋势是什么？

调查范围

地理覆盖范围

北美（美国和加拿大）、欧洲（欧盟和英国）

调查期

2024-2030

基准年

2024

预测期

2025-2030

货币单位

美元

适用范围

建筑与农业

目标装置

挖土机、装载机、农用拖拉机

零件范围

OEM对行星齿轮箱（单体式和整合式）、车桥、动力输出装置、液压系统和三点式悬吊装置（用于农业拖拉机）的需求

地缘政治动盪

原因

• 俄乌衝突和贸易战带来的经济不确定性对OEM厂商的营运、供应商的信心以及消费者的购买决策产生了重大影响。

弗罗斯特的观点

• 已宣布计划在美国设立製造工厂的原始设备製造商正在扩大其产能以维持成长和贸易关係，但预计对销售的正面影响将在中长期内显现。

弗罗斯特的观点

• 双边贸易协定和加强贸易，例如巴西与墨西哥、加拿大与欧洲以及印度与欧洲之间的贸易协定，将鼓励扩大相关人员的参与和合作。

产业融合

原因

• 非公路用车产业相关人员将采取策略措施来应对短期挑战。

弗罗斯特的观点

• 原始设备製造商、供应商、Start-Ups、金融机构和租赁公司之间的策略伙伴关係将支持其扩张和永续成长。

弗罗斯特的观点

• 垂直整合扩大了产品系列，并为终端用户提供了一站式解决方案。

竞争加剧

原因

• 新技术正在电气化和自动化等领域对产业产生持续影响。

弗罗斯特的观点

• 预计这种策略协同效应将提供低成本的解决方案，从而消除客户的犹豫。

弗罗斯特的观点

• 短期内，我们预期 OEM 厂商与解决方案供应商之间，以及 OEM 厂商与承包商之间，将出现大量收购和合资企业，以确保特定应用领域的成长。

竞争环境

竞争对手数量

• 约有25家全球性公司，年销售额超过10亿美元。

竞争因素

• 产品效率、耐用性、能源效率、整体拥有成本、售后服务、客製化、符合安全标准、经销商网路、品牌声誉和全球应对力

主要终端用户产业

• 製造业、建设业、农业机械

主要竞争对手

• 采埃孚集团、博世、康明斯、艾里逊变速箱、邦飞利、Carraro SpA、Parker Chelsea、伊顿、Mottrol

流通结构

• OEM、直销、售后市场

重大併购

• 艾里逊变速箱公司于 2025 年 6 月收购了达纳公司的非公路车辆部门。

主要竞争对手－原始设备製造商和供应商

OEM製造商

北美洲

• TEREX CORPORATION
• CATERPILLAR
• KOMATSU
• XCMG
• LIEBHERR
• SANY
• VOLVO
• HITACHI
• DOOSAN BOBCAT
• SANDVIK
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

欧洲

• SANDVIK
• EPIROC
• VOLVO
• LIEBHERR
• KOMATSU
• CATERPILLAR
• XCMG
• SANY
• HITACHI
• DOOSAN BOBCAT
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

供应商

北美洲

• Dana Incorporated
• Allison Transmission
• Cummins
• Omni Powertrain Technologies
• Muncie Power Products
• Heavy Hitch
• Ruegg MFG
• Behlen Country
• Kolpin Outdoors
• Agri Supply
• Parker Chelsea

欧洲

• Kessler+Co
• Bosch
• Eaton
• ZF Group
• Bonfiglioli
• Carraro SpA
• Comer Industries SpA
• LHY Powertrain
• Farinia Group
• NAF Axles
• ESCO Group
• Zuidberg

目录

调查范围

变革非公路设备变速器零件市场

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对非公路设备变速箱零件产业的影响

成长环境：非公路设备变速箱零件市场的生态系统

• 北美经济环境
• 欧洲经济环境
• 北美建设产业
• 欧洲建设产业
• 北美建设产业定义
• 欧洲建设产业的定义
• 北美农地面积
• 美国农场概况
• 欧洲农业用地面积
• 欧洲农场概况
• 竞争环境
• 主要竞争对手－原始设备製造商和供应商

北美和欧洲非公路设备变速箱零件市场成长驱动因素

• 成长指标
• 挖土机和装载机 - 司机
• 挖土机和装载机－成长抑制因素
• 农业拖拉机—成长动力
• 农用拖拉机 - 生长控制
• 预测考量
• 预测考量：需求预测 - 按应用领域分類的传动部件分销：挖掘机和装载机
• 预测研究：需求预测 - 按应用领域分類的变速箱零件分销：农业拖拉机

市场预测 - 非公路设备销售

• 市场预测－各地区非公路设备销售状况
• 市场预测 - 非公路设备按应用领域分類的销售情况
• 市场预测 - 非公路设备销售（按类型划分）
• 市场预测 - 挖土机销量
• 市场预测－装载机销量
• 市场预测－农用拖拉机销量
• 市场预测 - 非公路用设备传动零件
• 预测分析—北美和欧洲
• 非公路设备OEM市场份额
• OEM市占率分析
• 北美零件供应商竞争格局
• 欧洲零件供应商竞争格局
• 竞争格局 - 第一丛集：齿轮、变速箱和传动系统
• 竞争格局－第二丛集：车轴、传动轴与动力输出装置

北美非公路设备变速箱零件市场成长驱动因素

• 成长指标
• 非公路装备单位销售额
• 按应用程式分類的非公路设备销售额
• 按类型分類的非公路设备销售
• 挖土机单元销售
• 装载机单元销售
• 农用拖拉机销售
• 非公路车辆变速箱零件
• 预测分析 – 北美

欧洲非公路设备变速箱零件市场成长驱动因素

• 成长指标
• 非公路装备单位销售额
• 按应用程式分類的非公路设备销售额
• 按类型分類的非公路设备销售
• 挖土机单元销售
• 装载机单元销售
• 农用拖拉机销售
• 非公路车辆变速箱零件
• 预测分析 - 欧洲

需求与技术趋势—挖土机与装载机

• 挖土机和装载机—需求和技术趋势
• 趋势一 - 电力设备
• 总体拥有成本分析 - 电动挖土机
• 总拥有成本分析 - 电动轮式装载机
• 市场上最顶级的电动车车型
• 趋势二：系统级创新与人工智慧
• 趋势二：智慧型设备
• 趋势二：具备智慧功能的关键产品
• 趋势 3 - BMT

需求与技术趋势—农业拖拉机

• 农业拖拉机—需求与技术趋势
• 趋势一：精密农业
• 趋势一：精密农业、OEM能力
• 趋势一：精密农业，第三方解决方案供应商
• 趋势二：自动驾驶拖拉机
• 趋势二：自动驾驶曳引机、主要产品与功能
• 趋势 3 - BMT
• 趋势三－服务供应商的关键能力
• 按应用分类的拖拉机设备
• 农业机械的 ISOBUS
• 实施自动化功能

非公路用设备变速箱零件市场—生态系统与技术展望

• 非公路生态系统
• 非公路用设备 -施工机械变速器类型
• 非公路用设备 - 农用拖拉机变速器类型
• 动力换檔变速箱
• 液压传动 - 轮式设备
• 液力变矩器式轮式设备
• 同步嚙合传动机械式农用拖拉机
• CVT 车轮
• 追踪装置 - 移动/摆动装置
• 农业拖拉机动力输出轴系统概述
• PTO规格
• 轴装式轮式设备
• 车轴概览 - 农业拖拉机
• 履带式挖土机的零件成本分摊
• 挖掘机零件成本构成摘要
• 零件成本分摊 -后铲式装载机
• 后铲式装载机零件成本分摊摘要
• 零件成本分摊－农业拖拉机
• 农业拖拉机零件成本摘要概要
• 组件成本贡献估算调查方法

发展机会

• 成长机会1：电气化
• 成长机会2：软体控制系统
• 成长机会3：非公路设备传动部件的需求

附录

下一步

The Delayed Economic Recovery, Along With Investments in the Construction and Agricultural Industries, Will Drive Strategic Partnerships and Reduce Entry Barriers for New Market Participants

The construction and agricultural equipment market is expected to experience moderate growth in the North American market and moderate-to-strong growth in the European market until 2030. Investments in residential, urban, and transportation infrastructure will drive sales of compact construction equipment, while the consolidation of farms (both in North America and Europe) will drive demand for higher HP tractors. Though wheeled undercarriage systems dominate the market, tracked units are expected to grow at a compound annual growth rate (CAGR, 2024-2030) of 4.2% and 3.2% in the North American and European off-highway equipment transmission components markets, respectively. Operator or end-customer requirements for compact equipment in a wide range of operations, such as utility, industrial, agriculture, and landscaping and green spaces, will drive the demand for auxiliary systems. The growing need for multiple attachment types in compact equipment will drive the demand for hydraulic units for auxiliary systems.

Supply chain challenges, evolving customer behavior, and ongoing trade wars will influence existing as well as new partnerships between OEMs and transmission component suppliers.

This research focuses on the unit demand for key transmission components and also analyzes the competitive landscape. In addition, the study highlights key partnerships and trends influencing the market and forecasts demand for 2030.

Scope of Analysis

This research analyzes the growth of the off-highway equipment transmission components market.

Objectives:

• Analyze growth trends and growth opportunities in the construction and agricultural equipment industry
• Evaluate technology trends and market dynamics for the transmission components market
• Examine market status and understand expectations by 2030
• Analyze the competitive and technological landscape in the transmission components market

Key Questions This Study Answers:

• What are the main areas of demand and growth?
• Who are the top industry participants, and what are their anticipated development and launch activities?
• What are some of the notable partnerships and highlights in the industry?
• What are the main factors and trends shaping growth?

Scope

Geographic coverage

North America (the United States and Canada), Europe (the European Union and the United Kingdom)

Study period

2024-2030

Base year

2024

Forecast period

2025-2030

Monetary unit

US dollar

Application scope

Construction and agriculture

Equipment scope

Excavators, loaders, and agricultural tractors

Component Scope

OE demand for planetary gearbox (standalone and integrated), axles, PTO units, hydraulics, and 3-point hitch (for agricultural tractors)

Geopolitical Chaos

Why

• Economic uncertainties caused by the Russo-Ukrainian conflict and trade wars have significantly affected OEM operations, supplier confidence, and consumer purchase decisions.

Frost Perspective

• OEMs that announced plans to launch manufacturing plants in the United States are expanding capacities to sustain growth and trade relations. However, the positive impact on sales is expected in the medium-to-long term.

Frost Perspective

• Bilateral trade agreements and the strengthening of trade between countries such as Brazil-Mexico, Canada-Europe, and India-Europe will drive expansion and collaboration among stakeholders.

Industry Convergence

Why

• Off-highway industry stakeholders will adopt strategic measures to counter short-term challenges.

Frost Perspective

• Strategic partnerships among OEMs, suppliers, start-ups, financial institutions, and rental companies will support their expansion and sustain growth.

Frost Perspective

• Vertical integration will expand the product portfolio and enable one-stop solutions for end customers.

Competitive Intensity

Why

• New technologies are continuously impacting the industry in fields such as electrification and automation.

Frost Perspective

• Strategic synergies are expected to offer low-cost solutions to alleviate customer hesitance.

Frost Perspective

• Acquisitions and joint ventures among OEMs-solution providers and OEMs-contractors, respectively, will surge in the short term to secure growth in specific applications.

Competitive Environment

Number of Competitors

• ~25 global companies with revenue greater than $1 billion

Competitive Factors

• Product efficiency, durability, energy efficiency, total cost of ownership, after-sales support, customization, safety compliance, dealer network, brand reputation, and global adaptability

Key End-user Industry Verticals

• Manufacturing, construction, and agricultural equipment

Leading Competitors

• ZF Group, Bosch, Cummins, Allison Transmission, Bonfiglioli, Carraro S.p.A, Parker Chelsea, Eaton, and Mottrol

Distribution Structure

• OEMs, direct sales, and the aftermarket

Notable Mergers and Acquisitions

• Allison Transmission acquired Dana Incorporated's off-highway division in June 2025

Key Competitors-OEMs and Suppliers

OEMs

North America

• TEREX CORPORATION
• CATERPILLAR
• KOMATSU
• XCMG
• LIEBHERR
• SANY
• VOLVO
• HITACHI
• DOOSAN BOBCAT
• SANDVIK
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

Europe

• SANDVIK
• EPIROC
• VOLVO
• LIEBHERR
• KOMATSU
• CATERPILLAR
• XCMG
• SANY
• HITACHI
• DOOSAN BOBCAT
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

Suppliers

North America

• Dana Incorporated
• Allison Transmission
• Cummins
• Omni Powertrain Technologies
• Muncie Power Products
• Heavy Hitch
• Ruegg MFG
• Behlen Country
• Kolpin Outdoors
• Agri Supply
• Parker Chelsea

Europe

• Kessler+Co
• Bosch
• Eaton
• ZF Group
• Bonfiglioli
• Carraro S.p.A
• Comer Industries S.p.A
• LHY Powertrain
• Farinia Group
• NAF Axles
• ESCO Group
• Zuidberg

Table of Contents

Research Scope

• Scope of Analysis
• Off-Highway Equipment Segmentation

Transformation in the Off-Highway Equipment Transmission Components Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Off-Highway Equipment Transmission Components Industry

Growth Environment: Ecosystem in the Off-Highway Equipment Transmission Components Market

• Economic Environment-North America
• Economic Environment-Europe
• Construction Industry-North America
• Construction Industry-Europe
• Construction Industry Definitions-North America
• Construction Industry Definitions-Europe
• Agriculture Acreage in North America
• Profile of Farms in the United States
• Agriculture Acreage in Europe
• Profile of Farms in Europe
• Competitive Environment
• Key Competitors-OEMs and Suppliers

Growth Generator in the Off-Highway Equipment Transmission Components Market-North America and Europe

• Growth Metrics
• Excavators and Loaders-Growth Drivers
• Excavators and Loaders-Growth Restraints
• Agricultural Tractors-Growth Drivers
• Agricultural Tractors-Growth Restraints
• Forecast Considerations
• Forecast Considerations: Demand Forecast-Distribution of Transmission Components by Application: Excavators and Loaders
• Forecast Considerations: Demand Forecast-Distribution of Transmission Component by Application: Agricultural Tractors

Market Forecast-Off-Highway Equipment Unit Sales

• Market Forecast-Off-Highway Equipment Unit Sales by Region
• Market Forecast-Off-Highway Equipment Unit Sales by Application
• Market Forecast-Off-Highway Equipment Unit Sales by Equipment Type
• Market Forecast-Excavator Unit Sales
• Market Forecast-Loader Unit Sales
• Market Forecast-Agricultural Tractor Unit Sales
• Market Forecast-Off-Highway Equipment Transmission Components
• Forecast Analysis-North America and Europe
• Off-Highway Equipment OEM Market Share
• OEM Market Share Analysis
• Competitive Landscape of Component Suppliers-North America
• Competitive Landscape of Component Suppliers-Europe
• Competitive Landscape-Cluster 1: Gears, Gearboxes, Transmission Systems
• Competitive Landscape-Cluster 2: Axles, Driveshafts, PTO Units

Growth Generator in the Off-Highway Equipment Transmission Components Market-North America

• Growth Metrics
• Off-Highway Equipment Unit Sales
• Off-Highway Equipment Unit Sales by Application
• Off-Highway Equipment Unit Sales by Equipment Type
• Excavator Unit Sales
• Loader Unit Sales
• Agricultural Tractor Unit Sales
• Off-Highway Transmission Components
• Forecast Analysis-North America

Growth Generator in the Off-Highway Equipment Transmission Components Market-Europe

• Growth Metrics
• Off-Highway Equipment Unit Sales
• Off-Highway Equipment Unit Sales by Application
• Off-Highway Equipment Unit Sales by Equipment Type
• Excavator Unit Sales
• Loader Unit Sales
• Agricultural Tractor Unit Sales
• Off-Highway Transmission Components
• Forecast Analysis-Europe

Demand and Technology Trends-Excavators and Loaders

• Excavators and Loaders-Demand and Technology Trends
• Trend 1-Electric Equipment
• TCO Analysis-Electric Excavators
• TCO Analysis-Electric Wheel Loaders
• Top Electric Models in the Market
• Trend 2-System-Level Innovations and AI
• Trend 2-Smart Equipment
• Trend 2-Key Products with Smart Features
• Trend 3-BMT

Demand and Technology Trends-Agricultural Tractors

• Agricultural Tractors-Demand and Technology Trends
• Trend 1-Precision Agriculture
• Trend 1-Precision Agriculture, OEM Features
• Trend 1-Precision Agriculture, Third-Party Solution Providers
• Trend 2-Autonomous Tractors
• Trend 2-Autonomous Tractors, Key Products and Features
• Trend 3-BMT
• Trend 3-Key Service Provider Features
• Tractor Implements by Application
• ISOBUS for Agricultural Equipment
• Implement Automation Functions

Off-Highway Equipment Transmission Components Market-Ecosystem and Technology Landscape

• Off-Highway Ecosystem
• Off-Highway Equipment-Construction Equipment Transmission Types
• Off-Highway Equipment-Agricultural Tractor Transmission Types
• Powershift Transmission
• Hydrostatic Transmission-Wheeled Equipment
• Hydrodynamic Torque Converter-Wheeled Equipment
• Synchromesh Transmission Mechanical-Agricultural Tractors
• CVT-Wheeled Equipment
• Tracked Equipment-Travel/Swing Device
• Agricultural Tractor PTO-System Overview
• PTO Specifications
• Axles-Wheeled Equipment
• Axles Overview-Agricultural Tractors
• Component Cost Contribution-Tracked Excavators
• Excavator Component Cost Contribution Summary
• Component Cost Contribution-Backhoe Loaders
• Backhoe Loader Component Cost Contribution Summary
• Component Cost Contribution-Agricultural Tractors
• Agricultural Tractor Component Cost Contribution Summary
• Component Cost Contribution-Estimation Methodology

Growth Opportunity Universe

• Growth Opportunity 1: Electrification
• Growth Opportunity 2: Software Control Systems
• Growth Opportunity 3: Off-Highway Equipment Transmission Component Demand

Appendix

• Major OEM Product Launches-Electric Equipment

Next Steps

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