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市场调查报告书
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1521096

全球电动马达市场：预测（2024-2029）

EV Motor Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 146 Pages | 商品交期: 最快1-2个工作天内

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简介目录

全球电动车马达市场规模预计在预测期内（2024-2029年）复合年增长率为14.88%。

电动汽车马达市场呈现不断扩大的趋势，这主要是由电动车（EV）在全球范围内的普及所推动的。电动马达作为子系统，将电能转换为驱动电动车所需的机械能。主要的市场驱动因素与电动马达马达永磁体中稀土金属的替代和采用率较低有关。汽车製造商和供应商正在寻找回收电动车马达中使用的稀土的方法，因为它们的生产成本极其昂贵。此外，随着燃料价格的持续上涨和政府鼓励电动车的奖励，乘用车细分市场在不久的将来可能会跑赢所有其他细分市场。预计亚太地区将占电动马达市场预计成长的一半，其中以中国和日本为首。该区域市场是由电动车的需求以及电动车所用零件的生产和销售所推动的。

  • 电动马达市场正在不断发展，原因如下：上游的主要驱动因素之一是电动车马达所用烧结永久磁铁中稀土金属的减少甚至稀缺。一些马达製造商正在製定回收稀土金属的策略，因为製造电动车马达的成本非常昂贵。铈、镧、钕、镝和铽等矿物价格昂贵，在开采时会产生大量废弃物。换句话说，製造商的目标是开发需要最少材料的马达，并寻找有效的回收方法。这是因为生产电动车零件所必需的稀土金属非常昂贵。这对电动车的使用构成了重大障碍，特别是在大多数消费者人口属于低收入和中等收入群体的新兴经济体。透过这样做，汽车製造商和马达製造商可以减少对 REM 的依赖，并使电动车中使用的马达更加便宜。
  • 推动全球电动马达市场需求的第二个因素是轻型汽车和乘用车市场的成长。在车辆类型中，由于燃油价格上涨和支持电动车转型的奖励影响消费者，乘用车细分市场可能会引领市场。传统内燃机汽车的燃料成本也在上涨，但电动车的营业成本似乎更便宜。同样，世界各国政府正在提供各种奖励和支援政策，以增加插电式电动乘用车的使用量，包括补贴、免税和充电基础设施的直接投资。这些措施降低了电动车的製造和采购成本，促进电动马达马达市场成长的政策增加了需求。

电动马达市场驱动因素：

  • 按组件划分，马达定子部分可能在预测期内增长最快。

在电动车安装的所有马达组件中，马达定子部分预计在 2019-2029 年预测期内将以最快的速度成长。定子是电动马达的关键部件之一，因为它会产生密集的旋转磁场，与转子相互作用，产生移动汽车所需的扭矩。

因此，政府应该介入并鼓励企业提供更有效率、更强大的电动车马达，这将需要更有效率的定子。定子设计是电动马达製造的热门话题，其设计复杂且精密，以提高马达的整体性能和效率。这包括采用雷射切割和焊接等先进製造技术来降低电工钢等各种部件的成本，并实现定子的卓越效率特性。此外，使用新的冷却系统，包括所谓的定子液体冷却，是提高马达功率密度并实现高功率输出的一种手段，这对于满足电动车的新性能要求非常重要。

此外，电动车中越来越多地使用 PMSM 也影响了汽车产业定子细分市场的成长。与许多其他电子机械相比，PMSM 以其高效率和功率密度而闻名。因此它们易于控制，这些特性使它们适合在电动车中使用。过去的研究表明，PMSM所用定子的设计是影响马达性能的重要因素。研究人员不断努力最大限度地提高定子性能并提高马达效率和性能。

随着政府激励措施、环保意识增强以及电动车技术改进等因素的影响，全球电动车市场不断发展，开发可提高效率和功率的电动车马达的需求日益增长。因此，定子设备领域的技术创新将持续推进，整个电动汽车马达市场对定子领域的需求将持续增加。

电动马达市场的地理展望

  • 预计亚太地区将在预测期主导电动马达市场

中国、日本、印度、韩国等主要经济体在亚太地区占据主导地位。一些成长最快的新兴经济体位于该地区，例如东南亚国协。印度和中国人口约占世界人口的35.5%。如前所述，该地区预计将在预测期内主导电动车马达市场，因为该地区拥有多个产能庞大的国家，并推动了对环保材料的需求。

由于以下几个特征，预计亚太地区（APAC）在整个预测期内仍将是电动车马达市场的最大消费国：中国继续位居电动车销量前列，到2022年将占全球市场占有率近60%。这主要是由于政府的刺激政策、污染意识的提高以及对节能和低排放气体车辆的需求。电动马达市场报告强调，越来越多的电动车製造商，如比亚迪、上汽集团、现代汽车公司，正在投资电动马达的研发，这将有助于电动马达的扩张市场。此外，亚太国家计划安装大量电动车充电站，以适应道路上不断增加的汽车数量。印度和中国等新兴经济体不断变化和发展的人口结构也被认为是提振电动车公司未来性并刺激电动马达需求的因素。

电动马达市场的主要发展：

  • 2022 年 12 月，汽车零件製造商 Shriram Pistons Ltd 承诺收购 EMF Innovations Pte Ltd 的多数股权，EMF Innovations Pte Ltd 是一家专门为所有类型电动车提供客製化马达的新加坡公司。这项交易将受到 Shriram Pistons Limited 的子公司 SPR Engineers 的影响，该公司在印度开展业务，并在香港设有印度卢比帐户。
  • 2022年10月，博世移动解决方案决定投资2.6亿美元增加电动车马达产量，以支持在美国南卡罗来纳州查尔斯顿生产Rivian R1T皮卡。
  • 2022年11月，墨西哥Nidec投资7.15亿美元建立马达和电动车零件製造中心。在这里，我们将生产电动车的马达和电桥驱动器。初期计画年产量20万台，计画于2023年4月或2024年3月运作时将产能提高至年100万台。
  • 值得注意的是，Brose Fahrzeugteile GmbH & Co.KG 于 2022 年 10 月开始在班贝格建造第二栋大楼。扩建工作正在紧锣密鼓地进行中，现有建筑面积扩大了 10,000平方公尺，工作空间数量从目前的 600 个增加到 1,200 个。该公司目前正在进行 6,000 万欧元（6,240 万美元）的扩张。
  • 2022 年 8 月，实现这一潜力需要持续累积资源和资本，通常由母公司投资于公司。 Brose Fahrzeugteile GmbH & Co. KG 就是如此，该公司投资 150 万欧元（156 万美元），将其位于德国维尔茨堡的研发中心的 EMC 测量能力提高了一倍。
  • 2022年2月，西门子将其股份出售给法雷奥公司，并成立了一家合资企业法雷奥西门子eAutomotive，这是一家电动汽车零件製造商，生产电动汽车马达、车轴和动力传动系统电子设备。

目录

第一章简介

  • 市场概况
  • 市场定义
  • 调查范围
  • 市场区隔
  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要利益

第二章调查方法

  • 研究设计
  • 调查过程

第三章执行摘要

  • 主要发现
  • 分析师观点

第四章市场动态

  • 市场驱动因素
    • 严格的政府法规和政策促进市场成长
    • 稀土替代并儘量减少其在永久磁铁中的使用
  • 市场限制因素
    • 电动车的製造成本高
    • 来自替代品的威胁
  • 波特五力分析
  • 产业价值链分析

第五章电动马达市场：依车型分类

  • 介绍
  • 摩托车
  • 三轮车
  • 客车
  • 商用车

第六章电动马达市场：依组成部分

  • 介绍
  • 马达定子
  • 转子、轴、轴承
  • 永久磁铁
  • 套管
  • 接线和连接器

第七章 电动马达市场：额定功率

  • 介绍
  • 20KW以下
  • 20～100KW
  • 100～250KW
  • 250KW以上

第八章电动马达市场：按地区

  • 世界概况
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地区
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 义大利
    • 西班牙
    • 其他欧洲国家
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他中东/非洲
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 台湾
    • 泰国
    • 印尼
    • 其他亚太地区

第九章竞争环境及分析

  • 主要企业及策略分析
  • 市场占有率分析
  • 併购/协议/合作
  • 竞争对手仪表板

第十章 公司简介

  • Aisin Seiki Co. Ltd
  • Toyota Motor Corporation
  • Hitachi Automotive Systems
  • DENSO Corporation
  • Honda Motor Company Ltd
  • Mitsubishi Electric Corp.
  • Magna International
  • Robert Bosch GmbH
  • BMW AG
  • Nissan Motor Co. Ltd
  • Tesla Inc.
  • Toshiba Corporation
  • BYD Co. Ltd
简介目录
Product Code: KSI061616954

The EV motor market is expected to grow at a CAGR of 14.88% during the forecast period (2024-2029).

The Electric Vehicle Motor market is on an upward trajectory primarily led by the growing use of EVs (electric vehicles) globally. EV motors serve as subsystems that help transform electrical energy into mechanical energy required to propel EVs. A major market driver relates to the replacement and low employment of rare earth metals in permanent magnets utilized in the motor of EVs. Automakers and suppliers are exploring ways how to recycle the rare earth metals used in making motors of EVs because the manufacturing costs are very high. Moreover, the passenger vehicle segment is also likely to exceed all the other segments in the near future due to continuously rising fuel prices and government incentives encouraging electric mobility. The Asia-Pacific region is expected to contribute to half of the forecasted market growth for EV motors, led by China and Japan. The regional market is driven by the demand for EVs and the production and sales of the components used in EVs.

  • The market of EV motors is on the path of progress because of the following reasons. One key upstream driver is the decrease and even absence of rare earth metals in sintered permanent magnets used in electric vehicle motors. Some motor manufacturers are devising strategies for recouping rare earth metals as they are very expensive to manufacture EV motors. Some minerals include cerium, lanthanum, neodymium, dysprosium, and terbium, which are expensive and generate large amounts of waste during mining. This means that manufacturers are targeting the development of motors that require minimal materials or are looking for efficient ways of reclaiming the material. This is a result of the fact that rare earth metals, vital in producing electric vehicle parts, are very costly. This poses a major hindrance to the use of electric vehicles, especially in developing economies where most of the consumer population falls under the low-to-middle income bracket. By doing so, car manufacturers and motor makers reduce the level of dependency on REMs, making the motors used in electric vehicles more affordable. Hence creating a greater market for them and making cars and other EVs affordable for everyone.
  • A second factor that has helped drive demand in the global EV motor market is the light and passenger vehicle market growth. Among the automobile types, the passenger vehicle segment will likely lead the market as high fuel prices and incentives supporting the electric vehicle shift influence the consumers. The fuel cost for conventional internal combustion engine cars has also been on the upward trend, but electric vehicles seem to come with a cheaper operational cost. Similarly, governments globally are offering various incentives and supportive policies for achieving higher plug-in electric passenger car adoption levels, including subsidies, tax exemptions, and direct investments in charging infrastructure. Such measures have reduced the costs of manufacturing and acquiring electric vehicles and increased the demand due to policies promoting the EV motors market growth.

EV MOTOR MARKET DRIVERS:

  • The motor stator segment by component will likely be the fastest-growing segment during the forecast period.

Out of all the motor components in EVs, the motor stator segment is anticipated to grow at the highest pace between the forecast period, 2019 to 2029. The stator is one of the critical parts of any EV motor as it makes a rotating magnetic field dense, which in turn interacts with the rotor to generate the much-needed torque to move the car.

Churches and governments should, therefore, intervene and encourage companies to provide more efficient and powerful EV motors, which in turn require more efficient stators. The stator designs that have been under focus in manufacturing EV motors are of intricate and elaborate nature in efforts to improve the general performance and efficiency of the motors. This involves trimming the cost of various components, including electrical steel, and employing sophisticated manufacturing methodologies like laser cutting and welding to achieve the superior efficiency characteristic of the stator. Furthermore, the use of new cooling systems, including the so-called liquid cooling in stators, is serving as a means of enhancing the motor's power density so as to achieve even higher outputs that are crucial for meeting the emerging performance requirements of EVs.

In addition, the increased use of PMSMs in EVs is also influencing the stator segment to grow in the automotive sector. Compared to many other electrical machines, PMSMs are known to be highly efficient and of high power density. Thus, it is easily controllable, and these characteristics make it suitable for use in EVs. Investigations have shown that the design of the stator used in the PMSM is a key factor in the performance of the motor. Researchers are constantly striving in an effort to get the best out of the stator, thus improving the efficiency and performance of these motors.

With the global EV market progressing due to factors including government incentives, emerging environmental consciousness, and improving technology with regard to EVs, there will be a greater need to develop motors for EVs that can ensure enhanced efficiency and power. This will, in turn, lead to more technological innovations in the stator equipment segment and, thereby, keep on propelling the demand for the stator segment throughout the electric vehicle motor market.

EV Motor Market Geographical Outlook

  • The Asia Pacific region to dominate the EV motor market during the forecast period.

The major economies like China, Japan, India, and South Korea dominate the Asia-Pacific region. Some of the fastest-growing emerging economies are from this region, such as ASEAN countries. India and China have about 35.5% of the world's population. This region is expected to dominate the EV motor market during the forecast period owing to the region being the home of several countries, as mentioned above, which have significant production capacities, driving the demand for eco-friendly materials.

It is predicted that the Asia-Pacific (APAC) will remain the largest consumer of the EV motor market throughout the forecast period because of several features, as discussed below. China remains at the forefront of EV sales, controlling nearly 60% of the global market share in 2022. This is primarily because of government stimulus policies, increasing pollution awareness, and the need for fuel-efficient and low-emission vehicles. The report on the market for EV motors has highlighted that the increasing number of electric vehicle manufacturers, including BYD, SAIC Motor, and Hyundai Motor Company, are investing in research and development of the motors for EVs, which will help in the EV motor market expansion. Moreover, the Asia-Pacific countries also plan to install EV charging stations in large quantities to cater to the increasing number of cars on the road, which shall support the use of EV motors and increase their demand. The changing demographics and evolutionary nature of emerging economies such as India and China have also been cited to increase EV companies' prospects and spur the demand for EV motors.

The EV motor market Key Developments:

  • In December 2022, auto component maker Shriram Pistons Ltd pledged to acquire a majority stake in Singapore-incorporated EMF Innovations Pte Ltd, specializing in customized electric motors for all different types of EVs. The deal would be affected by SPR Engineous, a subsidiary of Shriram Pistons Ltd operating from India but has an Indian rupee account in Hong Kong. The companies will venture into the EV market with this deal and serve all EV market segments
  • In October 2022, Bosch Mobility Solutions made an informed decision to spend USD 260 million to increase the output of electric vehicle motors to accommodate the Rivian R1T pickup truck production in Charleston, a city located in South Carolina, in the United States of America.
  • An electric motor and electric vehicle parts manufacturing hub was inaugurated in November 2022. Established with an investment of USD 715 million by Nidec Corporation in Mexico, it manufactures electric motors and e-axle drives for electric vehicles. The plant will initially produce 200,000 vehicles yearly, with a plan to expand the capacity to one million vehicles annually when it comes online in April 2023 or March 2024.
  • It is important to mention that the company Brose Fahrzeugteile GmbH & Co. KG initiated the second construction of buildings in Bamberg in October 2022. The expansion is serious; it will extend the current building by 10000 sq m, and therefore, the workspaces will be 1200 up from the current 600. Currently, the company is in the process of expanding the premises it occupies by investing EUR 60 million (USD 62. 4 million).
  • In August 2022, realizing this potential required the continuous accumulation of resources and capital that were usually invested in the company by the parent company. This was the case with Brose Fahrzeugteile GmbH & Co. KG, which invested EUR 1. Five million (USD 1. 56 million) was earmarked for doubling the EMC measurement capability at the Wurzburg Research and Development Center in Germany.
  • Siemens sold its stake to Valeo SA in February 2022, forming the joint electric vehicle components maker Valeo Siemens eAutomotive, which produces motors, axles, and powertrain electronics for EVs.

The EV motor market is segmented and analyzed as follows:

By Vehicle Type

  • Two-Wheeler
  • Three-Wheeler
  • Passenger Vehicle
  • Commercial Vehicle

By Component

  • Motor Stator
  • Rotor, Shaft and Bearing
  • Permanent Magnet
  • Casing
  • Wiring & Connectors

By Power Rating

  • Up to 20KW
  • 20KW to 100KW
  • 100KW to 250KW
  • Above 250KW

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Strict government regulations and policies to drive the market growth
    • 4.1.2. Replacement and Minimal use of Rare Earth Metals in Permanent Magnets
  • 4.2. Market Restraints
    • 4.2.1. High manufacturing costs for EVs
    • 4.2.2. Threats from Substitutes
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. EV MOTOR MARKET BY VEHICLE TYPE

  • 5.1. Introduction
  • 5.2. Two Wheeler
  • 5.3. Three Wheeler
  • 5.4. Passenger Vehicle
  • 5.5. Commercial Vehicle

6. EV MOTOR MARKET BY COMPONENT

  • 6.1. Introduction
  • 6.2. Motor Stator
  • 6.3. Rotor, Shaft and Bearing
  • 6.4. Permanent Magnet
  • 6.5. Casing
  • 6.6. Wiring & Connector

7. EV MOTOR MARKET BY POWER RATING

  • 7.1. Introduction
  • 7.2. Up to 20KW
  • 7.3. 20KW to 100KW
  • 7.4. 100KW to 250KW
  • 7.5. Above 250KW

8. EV MOTOR MARKET BY GEOGRAPHY

  • 8.1. Global Overview
  • 8.2. North America
    • 8.2.1. United States
    • 8.2.2. Canada
    • 8.2.3. Mexico
  • 8.3. South America
    • 8.3.1. Brazil
    • 8.3.2. Argentina
    • 8.3.3. Rest of South America
  • 8.4. Europe
    • 8.4.1. United Kingdom
    • 8.4.2. Germany
    • 8.4.3. France
    • 8.4.4. Italy
    • 8.4.5. Spain
    • 8.4.6. Rest of Europe
  • 8.5. Middle East and Africa
    • 8.5.1. Saudi Arabia
    • 8.5.2. United Arab Emirates
    • 8.5.3. Rest of Middle East and Africa
  • 8.6. Asia-Pacific
    • 8.6.1. China
    • 8.6.2. India
    • 8.6.3. Japan
    • 8.6.4. South Korea
    • 8.6.5. Taiwan
    • 8.6.6. Thailand
    • 8.6.7. Indonesia
    • 8.6.8. Rest of Asia-Pacific

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 9.1. Major Players and Strategy Analysis
  • 9.2. Market Share Analysis
  • 9.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 9.4. Competitive Dashboard

10. COMPANY PROFILES

  • 10.1. Aisin Seiki Co. Ltd
  • 10.2. Toyota Motor Corporation
  • 10.3. Hitachi Automotive Systems
  • 10.4. DENSO Corporation
  • 10.5. Honda Motor Company Ltd
  • 10.6. Mitsubishi Electric Corp.
  • 10.7. Magna International
  • 10.8. Robert Bosch GmbH
  • 10.9. BMW AG
  • 10.10. Nissan Motor Co. Ltd
  • 10.11. Tesla Inc.
  • 10.12. Toshiba Corporation
  • 10.13. BYD Co. Ltd