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市场调查报告书
商品编码
1801248
汽车传动系统市场规模、份额、趋势及预测(按车型、驱动类型和地区),2025 年至 2033 年Automotive Drivetrain Market Size, Share, Trends and Forecast by Vehicle Type, Drive Type, and Region, 2025-2033 |
2024年,全球汽车传动系统市场规模达2,247.8亿美元。展望未来, IMARC Group预测,到2033年,市场规模将达到3,639.4亿美元,2025-2033年期间的复合年增长率为5.22%。亚太地区占主导地位,2024年市占率高达40%。电动车(EV)销量的上升、技术的不断发展以及对轻型传动轴的需求不断增长,是影响汽车传动系统市场份额的一些关键因素。
汽车传动系统产业的发展受到多种驱动因素的推动。消费者对节能高效、动力强劲的汽车的需求日益增长,这促使製造商不断创新。随着全球燃油价格持续波动,排放法规日益严格,消费者和製造商都致力于开发能够在不牺牲动力和可靠性的前提下提高燃油经济性的技术。此外,全球更严格的排放法规也推动了电动车 (EV) 和混合动力车的普及。各国政府正在为电动零排放车提供激励措施和强制要求,并大力推行从传统内燃机 (ICE) 转向电动动力系统的转变。这为电动传动系统创造了市场,因为电动传动系统比之前的内燃机传动系统更简单、更有效率。此外,传动系统的持续技术改进也是一个关键因素。高阶变速箱(例如双离合器变速箱、CVT)、组合式电力驱动单元(电力驱动桥)和智慧全轮驱动系统等趋势提升了车辆的性能、安全性和整体驾驶体验。电子设备和复杂控制单元的共同整合实现了即时电力分配调整,进一步推动了汽车动力传动系统市场的成长。
在美国,受汽车产业向电动和混合动力汽车推进系统转型的推动,汽车传动系统产业正在进行大规模整合。各製造商正在进行策略性合併,以增强其产品组合,涵盖传统内燃机系统和下一代电动车技术。此举旨在巩固其全球市场地位,并提高其在不断变化的汽车动力传输格局中的适应能力。例如,2025年1月,美国车桥製造公司(AAM)同意以约14.4亿美元的现金和股票收购道莱斯集团(Dowlais Group)。这项策略性措施旨在创建一个合併后的实体,拥有更强大的内燃机(ICE)、混合动力和电动车(EV)传动系统产品组合。此次合併将增强其全球市场地位,并使其能够更好地适应不断变化的推进系统趋势。
加速推进系统电气化
全球汽车动力传动系统产业正面临巨大且快速的发展。全球电动车普及率的大幅提升彻底改变了该产业对永续交通的关注。这种不断增长的需求在很大程度上改变了工业优先事项,导致对电动马达、电力电子设备和复杂电池系统的生产和大规模製造投入巨资。这需要对现有生产线进行大规模改造,并新建专门生产电动动力传动系统零件的工厂。此外,这项转型需要对劳动力进行再培训,并建立新的供应链合作伙伴关係,以实现先进电动动力传动系统的大量生产。这种持续的变革确保了全球交通推进系统拥有一个更清洁、更有效率、更先进技术的未来。根据国际能源总署 (IEA) 的数据,2024 年全球电动车销量将超过 1,700 万辆,增幅超过 25%。
深化电动传动系统集成
随着汽车製造商和系统设计商之间合作的不断加强,汽车动力传动系统市场前景正在发生显着转变。这需要拓展现有的合作关係,将先进的电力驱动系统应用于更多样化的车辆应用。高度整合、多马达、多速的电力驱动系统正受到重视,它们不仅能提供高功率输出,还能提供卓越的牵引力和创新功能。此类合作体现了对推动电动车性能和效率迈向新水准的投资,超越简单的电气化,迈向复杂优化的推进系统。整个产业正朝着更先进、整合和高性能的电力驱动系统发展,这些系统是透过协作专业知识和创新工程打造的。例如,2025年2月,麦格纳拓展了与宾士的长期合作关係,为新款电动越野车提供先进的eDS Duo电驱动系统。这款双马达、两速的动力传动系统可提供高达240千瓦的功率、卓越的牵引力以及360度旋转等独特功能,从而提升了电动车的性能和效率。
增强电动出行便利性
根据汽车动力传动系统市场预测,全球充电基础设施的快速扩张预计将显着推动市场发展。公共充电设施的广泛建设为电动车带来了前所未有的便利性。这种全面的普及是至关重要的推动因素,它增强了消费者对电动车的信心,并直接刺激了对先进电动传动系统的需求。充电网路的改善有效缓解了人们对车辆续航里程的担忧,而这正是阻碍电动车广泛普及的关键历史障碍,从而鼓励更多个人和车队拥抱电动车。强劲的基础设施成长形成了强大的正回馈循环,验证并鼓励了对创新电动马达、电力电子和整合式动力传动系统研发和製造的持续投资。充电日益便捷,进一步加速了向电动车技术主导的未来转型。例如,根据国际能源总署 (IEA) 的报告,预计到 2024 年,全球将新增超过 130 万个公共电动车充电桩,这将在未来几年进一步推动市场发展。
转向电动车
汽车传动系统产业蕴藏着巨大的机会,尤其是在全球转型为电动车(EV)的背景下。对清洁、节能出行的需求日益增长,为电动传动系统创造了一个日益增长的市场。新兴的混合动力和纯电动技术为製造商提供了多元化产品组合併遵守环保标准的机会。都市化进程和发展中经济体汽车保有量的上升也刺激了需求。智慧技术的整合——例如扭矩向量分配和电控全轮驱动系统——价值更高,能够使传动系统更加安全、更佳。此外,研发投入和策略联盟促进了轻量化材料和模组化传动系统的创新。自动驾驶汽车的发展是另一个驱动力,因为它需要强大而聪明的传动系统。节能且可持续发展的原始设备製造商和供应商将从这个不断变化的环境中获益最多,同时占领高端和经济型细分市场。
开发先进传动系统成本高,阻碍市场成长
最大的挑战之一是打造复杂动力传动系统的成本,尤其是在电动车领域。电池技术成本高昂,而拥有电动动力传动系统并保持性能和成本效益则十分复杂。供应链中断(主要针对稀土等关键材料)可能会减缓生产速度。此外,不同地区的严格排放法规各不相同,因此遵守这些法规对全球企业来说都极具挑战性。即使是从内燃机转向电动动力传动系统,也会带来基础设施问题,例如充电网路薄弱。此外,生产设施和原有系统需要进行改造,这需要投入巨额资金。激烈的竞争和技术的快速变化要求持续创新,这又会增加研发费用。最后,消费者对新动力传动系统的接受度,尤其是在新兴市场,仍然不确定,因为它取决于价格、认知度和基础设施。所有这些因素加在一起,对大多数企业而言,维持获利能力和维持创新能力都构成了挑战。
The global automotive drivetrain market size was valued at USD 224.78 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 363.94 Billion by 2033, exhibiting a CAGR of 5.22% during 2025-2033. Asia Pacific dominated the market, holding a significant market share of 40% in 2024. The rising sales rate of electric vehicles (EVs), continuous technological developments, and the increasing demand for lightweight driveshafts represent some of the key factors contributing to the automotive drivetrain market share.
The automotive drivetrain industry is propelled by several driving factors. Growing demand from customers for fuel-efficient and powerful vehicles compels manufacturers to innovate. As fuel prices worldwide continue to fluctuate and emission regulations become stricter across the globe, consumers and manufacturers both focus on technologies that deliver better fuel economy without compromising power or reliability. In addition to this, stricter worldwide emission rules are driving the penetration of electric vehicles (EVs) and hybrid vehicles. Governments are providing incentives and mandates for electrically powered zero-emission cars, with a dramatic migration away from conventional internal combustion engines (ICEs) toward electrified powertrains. This has created a market for electric drivetrains that are less complex and more efficient than their ICE predecessors. Moreover, ongoing technological improvements in drivetrain systems are a key factor. Trends like high-end transmissions (e.g., dual-clutch transmissions, CVTs), combined electric drive units (e-axles), and intelligent all-wheel-drive systems improve vehicle performance, safety, and overall driving experience. The co-integration of electronics and sophisticated control units enables real-time power distribution adjustments, further driving the automotive drivetrain market growth.
In the US, a significant consolidation is underway within the automotive drivetrain sector, driven by the industry's pivot toward electric and hybrid vehicle propulsion. Manufacturers are strategically merging to enhance their product portfolios, encompassing traditional internal combustion engine systems alongside next-generation EV technologies. This movement aims to bolster global market positions and adaptability amid the evolving landscape of vehicle power delivery. For instance, in January 2025, American Axle & Manufacturing (AAM) agreed to acquire Dowlais Group for approximately USD 1.44 Billion in cash and shares. This strategic move aims to create a combined entity with a strengthened product portfolio for internal combustion engine (ICE), hybrid, and electric vehicles (EV) drivetrains. The merger would enhance its global market position and ability to adapt to evolving propulsion trends.
Accelerating Electrification of Propulsion Systems
The global automobile drivetrain industry is facing immense and fast-paced development. A huge spurt in global electric vehicle adoption radically alters the focus of the industry toward sustainable transport. This growing demand is revolutionizing industrial priorities to a great extent, leading to heavy investment in the production and large-scale manufacturing of electric motors, power electronics, and sophisticated battery systems. It requires a significant overhaul of existing production lines and new plants dedicated to electric drivetrain parts. In addition, the transition requires retraining of labor and enables new supply chain partnerships to enable high-volume production of advanced electric drivetrains. This ongoing evolution ensures a cleaner, more efficient, and technologically advanced future for transportation propulsion systems globally. According to the International Energy Agency (IEA), electric car sales topped 17 Million worldwide in 2024, marking an increase of more than 25%.
Deepening Electrified Drivetrain Integration
The automotive drivetrain market outlook is witnessing a remarkable transformation through increased cooperation between vehicle makers and system designers. This entails expanding existing working relationships to include sophisticated electric drive systems in more varied vehicle applications. Highly integrated, multi-motor, and multi-speed electric drivetrains are being emphasized that not only offer high power output but also remarkable traction and innovative functionalities. Such collaborations represent an investment in driving electric vehicle performance and efficiency to new levels, beyond simple electrification toward intricate, optimized propulsion systems. The industry as a whole is evolving toward more advanced, integrated, and high-performance electric drives, crafted through collaborative expertise and innovative engineering. For example, in February 2025, Magna expanded its long-term partnership with Mercedes-Benz by supplying the advanced eDS Duo electric drive system for the new electric off-roader. This dual-motor, 2-speed drivetrain offered up to 240 kW of power, exceptional traction, and unique features like 360-degree rotation, enhancing performance and efficiency in electrified vehicles.
Enhanced Electrified Mobility Accessibility
Based on the automotive drivetrain market forecast, the market is expected to receive a significant boost from the rapid expansion of global charging infrastructure. The widespread establishment of public charging facilities creates an unprecedented level of accessibility for electrified vehicles. This comprehensive availability is a crucial enabler, fostering increased consumer confidence in electric propulsion and directly stimulating higher demand for advanced electric drivetrains. Improved charging networks effectively alleviate concerns about vehicle range, a key historical barrier to broader adoption, thereby encouraging more individuals and fleets to embrace electric mobility. This robust infrastructure growth provides a strong positive feedback loop, validating and encouraging ongoing investment in the research, development, and manufacturing of innovative electric motors, power electronics, and integrated drivetrain systems. The increasing convenience of charging further accelerates the transition toward a future dominated by electrified vehicle technologies. For instance, the addition of more than 1.3 Million public EV charging points globally in 2024, as reported by the IEA, is projected to propel the market further in the coming years.
Shift Towards EVs
The automotive drivetrain industry offers major opportunities, particularly with the worldwide transition to electric vehicles (EVs). Increasing demand for clean, fuel-efficient mobility creates a growing market for electric drivetrains. Emerging hybrid and full-electric technologies provide manufacturers with opportunities to diversify their portfolios and comply with environmental standards. Urbanization and rising vehicle ownership in developing economies also stimulate demand. Integration of intelligent technologies-such as torque vectoring and electronically controlled AWD systems-is worth more, making drivetrain systems more safe and more performing. In addition, R&D investments and strategic alliances promote innovation in lightweight materials and modular drivetrain systems. The drive for autonomous vehicles is another driver, as it needs strong and smart drivetrain systems. OEMs and suppliers who are energy efficient and sustainable will profit the most from this changing environment, capturing both premium and economy segments.
High Cost of Developing Advanced Drivetrain to Impede the market Growth
One of the biggest challenges is the expense of creating sophisticated drivetrain systems, especially in EVs. Battery technology is still costly, and having electric drivetrains while still maintaining performance and cost-effectiveness is complicated. Supply chain disruptions-mainly for key materials such as rare earths-can slow down manufacturing. Moreover, strict emissions regulations differ between regions, so following them can be challenging for global players. Even the shift to electric drivetrains from internal combustion engines creates infrastructure issues like poor charging networks. In addition, production facilities as well as legacy systems need to be retooled at significant expense. Competitive competition and rapid changes in technology call for ongoing innovation, which boosts R&D expenses. Lastly, consumers' acceptance of new drivetrain technologies particularly in emerging markets is still uncertain, as it depends on price, awareness, and infrastructure. All these put together present challenges for most players in sustaining profitability as well as remaining innovators.
Passenger cars stood as the largest vehicle type in 2024, holding around 63.7% of the market due to their sheer volume and evolving technological demands. As global automotive production continues to increase, the manufacturing of passenger cars necessitates a substantial volume of diverse drivetrain components, creating robust demand across the industry. Furthermore, the increasing consumer preference for enhanced vehicle performance, safety, comfort, and fuel efficiency in passenger cars directly fuels the adoption of advanced drivetrain systems. This includes the growing integration of sophisticated electric and hybrid drivetrains, along with innovative technologies like all-wheel-drive systems and lightweight components, all contributing positively to market expansion and technological advancement within this crucial segment.
Front wheel drive leads the market with around 55.8% of market share in 2024, owing to its widespread adoption and consistent growth. FWD vehicles are highly popular globally, particularly in the passenger car segment, owing to their cost-effectiveness, fuel efficiency, and compact packaging. The substantial volume of FWD vehicle production directly translates into robust demand for associated drivetrain components such as transmissions, axles, and differentials. This segment's continued expansion, notably in regions like Asia-Pacific, fuels ongoing investment in FWD drivetrain technologies. The inherent advantages of FWD systems in terms of manufacturing simplicity and consumer appeal ensure their sustained role in propelling the overall automotive drivetrain market forward.
In 2024, Asia Pacific accounted for the largest market share of 40%, due to its prominent role as a global automotive manufacturing powerhouse. Countries like China, Japan, South Korea, and India collectively account for a significant portion of worldwide vehicle production, creating a massive inherent demand for drivetrain components. This manufacturing strength is further bolstered by factors such as a rapidly expanding middle class, increasing disposable incomes, and accelerated urbanization across the region, which drives higher vehicle sales. Moreover, governments in Asia Pacific are actively promoting the adoption of electric vehicles (EVs) through supportive policies, incentives, and substantial investments in charging infrastructure. This push toward electrification is fueling the demand for advanced and specialized electric drivetrains, solidifying the region's leading position.
United States Automotive Drivetrain Market Analysis
In 2024, the United States accounted for 85.2% of the market share in North America. The automotive drivetrain industry in the United States is growing steadily, driven by changing customer tastes for high-performance cars and increased use of all-wheel drive (AWD) and four-wheel drive (4WD) systems in passenger and utility vehicles. The market benefits from the use of modern drivetrain technology that improves vehicle dynamics, traction control, and fuel efficiency. The growth of connected and autonomous car technologies is increasing demand for advanced drivetrain systems that can enable intelligent mobility solutions. According to the report, new-car sales in the U.S. in 2025 started on a strong note, rising by 4% compared to 2024, reaching 3.9 Million vehicles, which further underscores the expanding market potential. Additionally, drivetrain component upgrades and customization are supported by a thriving aftermarket and a well-established automotive modification culture. The expansion of the off-road and leisure vehicle markets creates further demand. The tech-savvy customer base and emphasis on performance-driven advancements need ongoing drivetrain innovation, with research focused on lightweight materials and torque vectoring technologies to improve durability and energy efficiency.
Europe Automotive Drivetrain Market Analysis
The automobile drivetrain market in Europe is undergoing a substantial transition as a result of rigorous environmental requirements and a governmental push for sustainable mobility solutions. The trend toward electric drivetrains, particularly plug-in hybrids, is being pushed by customers' increasing desire for fuel economy and carbon footprint reduction. Furthermore, the European Regions Research and Innovation Network highlights the Climate-Neutral and Smart Cities Mission, which supports 100 European cities in becoming climate-neutral by 2030, positioning them as innovation hubs and setting a path for all European cities to achieve climate neutrality by 2050. The emphasis on improving urban transportation has resulted in the development of small drivetrain systems specifically designed for metropolitan contexts. Drivetrain software innovation is gaining pace, notably in terms of power distribution optimization and energy regeneration. Furthermore, the growing popularity of shared and fleet mobility services is influencing drivetrain needs for durability and adaptability in high-usage environments.
Asia Pacific Automotive Drivetrain Market Analysis
Asia Pacific's automotive drivetrain market is growing steadily, backed by strong growth in vehicle manufacturing and increasing consumer demand for technologically sophisticated mobility. The Society of Indian Automobile Manufacturers states that the region's passenger vehicles (PVs) achieved their all-time high sales at 4.3 Million Units during FY 2024-25, an increase of 2% from a year earlier. Utility vehicles (UVs) at 65% of total PV sales remain a key driver of growth, with drivetrain choices driven by a trend toward all-wheel and performance-oriented systems. Urbanization and changing mobility requirements have created mounting demand for compact yet efficient drivetrain configurations that can address congested urban traffic scenarios. The region is a source of drivetrain innovation because of technological partnerships, minimized emissions, better road networks, and greater affordability of advanced cars. This has resulted in hybrid and modular drivetrain architecture development, increasing stability, handling, and performance.
Latin America Automotive Drivetrain Market Analysis
Latin America's automotive drivetrain market is gaining momentum due to rising vehicle ownership, increased demand for load-handling and performance vehicles, economic recovery, and infrastructure development. There is a growing interest in drivetrain technologies that support fuel economy while offering improved traction and off-road capability, particularly in utility and transport vehicles. Additionally, the market is witnessing a gradual shift toward electrification, as highlighted by Climate Scorecard, which reports that Brazil registered around 177,000 electric vehicles in 2024. This trend is encouraging the adoption of advanced electric and hybrid drivetrain systems across the region. The market also benefits from increasing investments in automotive assembly operations, boosting the regional integration of drivetrain systems into locally manufactured vehicles. With evolving consumer preferences and regional mobility demands, Latin America is steadily embracing sophisticated drivetrain configurations tailored for both urban and rural applications.
Middle East and Africa Automotive Drivetrain Market Analysis
The automotive drivetrain market in the Middle East and Africa is heavily influenced by unique terrain demands and the rising popularity of multi-utility vehicles. Drivetrain systems that deliver high torque and enhanced stability are increasingly sought after to tackle desert, mountainous, and mixed-surface driving conditions. With the commercial transport and logistics sectors expanding rapidly, drivetrain performance and durability have become critical selection criteria. A report highlights that the commercial vehicle market in Saudi Arabia alone is projected to reach a staggering USD 6.7 Billion by 2025, underscoring the region's growth potential. Urban centers are adopting drivetrain technologies for improved efficiency and smoother power delivery, driven by increased technological awareness and consumer preference for ride quality without compromising fuel economy.
The automotive drivetrain market is experiencing robust expansion, driven by the increasing global adoption of electric vehicles and overall automotive production growth. Product innovation is thriving, with continuous advancements in hybrid and electric drivetrain systems, including integrated eAxle technologies that enhance efficiency and compactness. Strategic partnerships and collaborations are widespread, fostering innovation and strengthening market positions. Governments globally are actively supporting this transition through ambitious EV mandates, consumer incentives, and significant investments in charging infrastructure. Research and development efforts are intensely focused on creating intelligent, adaptive, and highly efficient drivetrain systems, leveraging lightweight materials and advanced AI-based solutions. These collective efforts are ensuring continuous technological advancement, market leadership, and the development of more accessible and sustainable mobility solutions.