电动车传动系统市场机会、成长驱动因素、产业趋势分析与预测 2024 - 2032 年

2023 年，全球电动车传动系统市场估值为 138 亿美元，预计 2024 年至 2032 年年复合成长率(CAGR) 为 8.4%。随着人们对气候变迁和空气品质问题的认识不断增强，越来越多的消费者寻求传统内燃机（ICE）汽车的替代品。随着电动车 (EV) 的普及加速，对电动马达、电池和电力电子设备等重要传动系统零件的需求不断增加。这种日益增长的兴趣也推动了业界的创新，促进了支持性基础设施的发展，进一步推动了向电气化交通系统的转变。

市场根据传动类型分为单速和多速类别。到2023 年，单速变速箱将占据超过70% 的市场份额，预计到2032 年将超过190 亿美元。 。这种配置增强了车辆的整体性能，因为电动马达提供即时扭矩，使得单速系统对于电动传动系统特别有效。此功能有助于更平稳的加速，同时有助于提供更灵敏的驾驶体验，满足寻求现代高性能车辆的消费者的需求。

到 2023 年，前轮驱动细分市场约占 59% 的市场份额。这种设计对于优先考虑车辆多功能性的城市消费者特别有吸引力。 2023年，美国地区在电动车传动系统市场占据主导地位，份额超过70%，预计到2032年将超过55亿美元。不断增加。联邦和州的计划（包括税收抵免、回扣和补助）旨在鼓​​励消费者转向电动车。力的选择。

目录

第 1 章：方法与范围

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
  • 原物料供应商
  • 製造商
  • 技术提供者
  • 供应商
  • 终端用户
• 供应商格局
• 利润率分析
• 定价分析
• 技术与创新格局
• 重要新闻和倡议
• 监管环境
• 衝击力
  • 成长动力
    • 消费者对电动车的需求不断增加
    • 电池技术、电动马达和电力电子技术的创新
    • 减少碳排放的需求日益增长
    • 加强政府激励和监管
  • 产业陷阱与挑战
    • 供应链漏洞
    • 缺乏充电基础设施
• 成长潜力分析
• 波特的分析
• PESTEL分析

第 4 章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第 5 章：市场估计与预测：按架构划分，2021 - 2032 年

• 主要趋势
• 系列
• 平行线
• 功率分配

第 6 章：市场估计与预测：以传输方式，2021 - 2032 年

• 主要趋势
• 单速
• 多速

第 7 章：市场估计与预测：按汽车分类，2021 - 2032 年

• 主要趋势
• 小于100千瓦
• 100-250千瓦
• 250度以上

第 8 章：市场估计与预测：以驱动方式，2021 - 2032 年

• 主要趋势
• 前轮驱动（FWD）
• 后轮驱动（RWD）
• 全轮驱动（AWD）

第 9 章：市场估计与预测：按 Propulsion 划分，2021 - 2032 年

• 主要趋势
• 油电混合车
• 插电式混合动力汽车
• 纯电动车

第 10 章：市场估计与预测：按车辆划分，2021 - 2032 年

• 主要趋势
• 搭乘用车
• 商用车
• 两轮车

第 11 章：市场估计与预测：按地区，2021 - 2032

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 西班牙
  • 义大利
  • 俄罗斯
  • 北欧人
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳新银行
  • 东南亚
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 阿联酋
  • 南非
  • 沙乌地阿拉伯

第 12 章：公司简介

• Aisin Seiki Co., Ltd.
• AVL List GmbH
• BorgWarner
• Continental AG
• Dana Incorporated
• DENSO Corporation
• GKN Automotive
• Hitachi Automotive Systems
• JTEKT Corporation
• Magna International Inc.
• Mahle GmbH
• Marelli Holdings Co., Ltd.
• Nidec Corporation
• NIO Inc.
• Robert Bosch
• Schaeffler Technologies AG & Co. KG
• SK Innovation
• Valeo Inc.
• Xpeng Inc.
• ZF Friedrichshafen AG

The Global Electric Vehicle Driveline Market was valued at USD 13.8 billion in 2023 and is projected to experience a compound annual growth rate (CAGR) of 8.4% from 2024 to 2032. The market growth is largely driven by the rising consumer preference for sustainable transportation options. As awareness of climate change and air quality issues increases, more consumers seek alternatives to traditional internal combustion engine (ICE) vehicles. As electric vehicle (EV) adoption accelerates, the demand for essential driveline components such as electric motors, batteries, and power electronics is on the rise. This growing interest is also fueling innovation within the industry and promoting the development of supportive infrastructure, further advancing the shift toward an electrified transportation system.

The market is segmented based on transmission types into single-speed and multi-speed categories. In 2023, single-speed transmissions captured over 70% of the market share and are projected to exceed USD 19 billion by 2032. The design simplicity of single-speed transmissions eliminates the need for complex gear-shifting mechanisms, resulting in a more efficient and lightweight solution. This configuration enhances overall vehicle performance, as electric motors provide instant torque, making single-speed systems particularly effective for electric drivetrains. This feature facilitates smoother acceleration while contributing to a more responsive driving experience, catering to consumers seeking modern, high-performance vehicles.

The front-wheel drive segment accounted for approximately 59% of the market share in 2023. FWD designs allow for a more compact layout by integrating the electric motor and battery in the front, which maximizes passenger and cargo space. This design is particularly appealing to urban consumers who prioritize versatility in vehicles. In 2023, the U.S. region dominated the electric vehicle driveline market with a share exceeding 70%, and it is projected to surpass USD 5.5 billion by 2032. The growth in this market can be attributed to increasing government support and incentives aimed at promoting electric mobility. Federal and state programs-including tax credits, rebates, and grants-are designed to encourage consumers to switch to EVs.These financial incentives significantly lower the overall cost of ownership, making electric vehicles a more attractive option than traditional internal combustion engine models.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Raw material providers
  • 3.1.2 Manufacturers
  • 3.1.3 Technology providers
  • 3.1.4 Suppliers
  • 3.1.5 End-user
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Pricing analysis
• 3.5 Technology & innovation landscape
• 3.6 Key news & initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Increasing consumer demand for electric vehicles
    • 3.8.1.2 Innovations in battery technology, electric motors, and power electronics
    • 3.8.1.3 Growing need to reduce carbon emissions
    • 3.8.1.4 Increasing government incentives and regulations
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 Supply chain vulnerabilities
    • 3.8.2.2 Lack of charging infrastructure
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Architecture, 2021 - 2032 ($Bn, Units)

• 5.1 Key trends
• 5.2 Series
• 5.3 Parallel
• 5.4 Power split

Chapter 6 Market Estimates & Forecast, By Transmission, 2021 - 2032 ($Bn, Units)

• 6.1 Key trends
• 6.2 Single-speed
• 6.3 Multi-speed

Chapter 7 Market Estimates & Forecast, By Motor, 2021 - 2032 ($Bn, Units)

• 7.1 Key trends
• 7.2 Less than 100 kW
• 7.3 100-250 kW
• 7.4 Above 250 kW

Chapter 8 Market Estimates & Forecast, By Drive, 2021 - 2032 ($Bn, Units)

• 8.1 Key trends
• 8.2 Front-wheel drive (FWD)
• 8.3 Rear-wheel drive (RWD)
• 8.4 All-wheel drive (AWD)

Chapter 9 Market Estimates & Forecast, By Propulsion, 2021 - 2032 ($Bn, Units)

• 9.1 Key trends
• 9.2 Hybrid vehicles
• 9.3 Plug-in hybrid vehicles
• 9.4 Battery electric vehicles

Chapter 10 Market Estimates & Forecast, By Vehicle, 2021 - 2032 ($Bn, Units)

• 10.1 Key trends
• 10.2 Passenger vehicles
• 10.3 Commercial vehicles
• 10.4 Two-wheelers

Chapter 11 Market Estimates & Forecast, By Region, 2021 - 2032 ($Bn, Units)

• 11.1 Key trends
• 11.2 North America
  • 11.2.1 U.S.
  • 11.2.2 Canada
• 11.3 Europe
  • 11.3.1 UK
  • 11.3.2 Germany
  • 11.3.3 France
  • 11.3.4 Spain
  • 11.3.5 Italy
  • 11.3.6 Russia
  • 11.3.7 Nordics
• 11.4 Asia Pacific
  • 11.4.1 China
  • 11.4.2 India
  • 11.4.3 Japan
  • 11.4.4 South Korea
  • 11.4.5 ANZ
  • 11.4.6 Southeast Asia
• 11.5 Latin America
  • 11.5.1 Brazil
  • 11.5.2 Mexico
  • 11.5.3 Argentina
• 11.6 MEA
  • 11.6.1 UAE
  • 11.6.2 South Africa
  • 11.6.3 Saudi Arabia

Chapter 12 Company Profiles

• 12.1 Aisin Seiki Co., Ltd.
• 12.2 AVL List GmbH
• 12.3 BorgWarner
• 12.4 Continental AG
• 12.5 Dana Incorporated
• 12.6 DENSO Corporation
• 12.7 GKN Automotive
• 12.8 Hitachi Automotive Systems
• 12.9 JTEKT Corporation
• 12.10 Magna International Inc.
• 12.11 Mahle GmbH
• 12.12 Marelli Holdings Co., Ltd.
• 12.13 Nidec Corporation
• 12.14 NIO Inc.
• 12.15 Robert Bosch
• 12.16 Schaeffler Technologies AG & Co. KG
• 12.17 SK Innovation
• 12.18 Valeo Inc.
• 12.19 Xpeng Inc.
• 12.20 ZF Friedrichshafen AG