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市场调查报告书
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1521100

电动车动力传动系统市场 – 2024 年至 2029 年预测

EV Powertrain Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 148 Pages | 商品交期: 最快1-2个工作天内

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简介目录

预计在预测期内（2024-2029年）电动车动力传动系统市场的年复合成长率(CAGR)将达到18.42%。

由于电动车（EV）的普及，全球电动车（EV）动力传动系统市场目前正处于成长轨道。电动车动力传动系统是电动车的中央驱动系统，包括马达、电池组、逆变器、变流器、电源管理系统（PMS）和变速箱（主要是减速器）等关键零件。亚太地区是电动车动力传动系统最大且成长最快的市场。这是因为该地区的许多国家，包括中国、日本和印度，都出现了向电动车的重大转变。这些因素如下：开拓新兴市场的政府排放法规、消费者对绿色汽车的需求以及电池和马达系统的技术发展正在加强电动车动力传动系统市场。目标商标产品製造商正在寻求成本设计方法，包括锂离子电动车动力传动系统以及可实现最佳电池封装和智慧内部封装的客製化电动车平台。

  • 关键因素之一是全球电动车销量的成长，迫使汽车製造商迅速加速电动车技术的发展。随着世界各国政府纷纷实施诱因、制定二氧化碳排放标准等政策，鼓励电动车的普及，电动车的需求也逐渐增加。因此，随着汽车製造商不断扩大其能力和研究以寻找新领域来满足不断增长的市场需求，电动车动力传动系统总成市场充满活力。
  • 决定市场的最重要因素之一是电动动力传动系统成本的下降。随着时间的推移，电池技术进一步改进，製造技术已被大规模采用。电动动力传动系统的价格已经下降，使得电动车相对便宜且需求旺盛。锂离子电池在电动车动力传动系统系统中发挥关键作用，其用量不断增加，市场前景广阔。研究和开发的重点是提高製造业的电池性能和成本，推动电动车动力传动系统市场的发展。
  • 推动电动车动力传动系统市场发展的另一个因素是已开发国家混合动力电动车（HEV）销量的增加。混合动力汽车包含一台内燃机和一台或多台马达，因此比标准汽油车具有更好的燃油经济性和更低的排放气体。随着全球暖化和气候变迁意识的增强以及各国政府不断收紧排放法规，对混合动力汽车的需求也在增加，电动车动力传动系统市场不断扩大。

电动车动力传动系统市场的驱动因素：

  • 按组件分類的传输细分市场预计在预测期内将成长最快。

由于工业化和都市化程度的提高、可再生能源需求的增加以及输电技术的改进等多种因素，输电零件市场预计在未来几年将显着成长。市场分为组件，变压器是促进市场成长的一些组件。由于新的发展和资本集中规格的技术调整，变压器组件领域将出现成长。由于发展的关键方面，该领域正在不断发展，例如采用导体技术的微电网部署的可靠性和扩展性，以强调和提高电网稳定性并优化性能和平价。

在全球输电元件市场中，变压器元件领域预计将推动输电元件领域的成长。这是因为变压器是电力传输系统中使用的一些最重要的设备。因此，随着时间的推移，效能（包括效率）决定了整个系统的高效运作。由于对电力供应的依赖日益增加，对可靠电力供应项目的需求不断增长，反过来将使产品需求必要增加，从而促进市场成长。此外，不断增长的能源需求和与电网现代化相关的资本注入将支持市场的进一步成长。总体而言，变压器组件是电力传输系统的重要部分，因此变压器组件部分的扩张预计将对广告部分电力传输组件市场的发展产生重大影响。

纯电动车细分市场可能是预测期内成长最快的细分市场。

在这些电动车类型中，纯电动车（BEV）对电动车动力传动系统市场的成长做出了重大贡献。与插电式混合动力车相比，纯电动车在全球普及的关键因素包括零废气排放气体、更低的营业成本以及更长的续航里程。这些担忧是由于未来预测，由于限制排放气体的政策以及公众对其购买对环境影响的日益关注，需求将会增加。电动汽车液市场由 BEV 细分市场的车辆推动。纯电动车需要特殊的流体来控制先进组件的温度控管、润滑和电气相容性。这些旨在减少冷却系统壁上的腐蚀和沈积物形成，并使其发挥最佳性能。

纯电动车的日益普及也促进了电动车的使用。纯电动车产量和使用量的增加使得流体对于确保这些车辆的效能至关重要。该公司正在进行研究和开发，以改善基础流体成分并优化纯电动车应用、范围、效率和电池寿命潜力。

从细分市场来看，由于电池技术的发展和充电站的可用性，纯电动车领域预计将继续成长。这表明，随着纯电动汽车新技术的发展，汽车应用的电动车流体市场也将成长。

电动车动力传动系统市场的地理展望

  • 在预测期内，亚太地区将主导电动车动力传动系统市场。

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%。预计亚太地区将在预测期内主导热塑性聚氨酯（TPU）薄膜市场，上述国家将形成巨大的产能并推动对环保材料的需求。

此外，亚太地区 (APAC) 预计电动车 (EV)动力传动系统需求将成长最快。这些因素包括世界各国政府对汽车製造商强制实施的电动车销售配额和燃油效率标准。电动车还可以透过牌照管理获得优惠待遇，特别是在中国和印度等国家。此外，由于锂资源的存在，电池製造的投资也正在取得进展。由于政府的激励措施，特斯拉还在韩国以更实惠的价格推出了 Model 3，进一步增加了市场对电动车动力传动系统的需求。

透过这种方式，中国正在增强其作为亚太地区电动车动力传动系统市场开拓主要参与者的地位。该国推出了高汽车排放标准，例如印度的BS-VI和中国的国VI，也方面了电动车动力传动系统市场的发展。与主要企业的良好合作也有助于全部区域充电基础设施的稳定成长并推动市场发展。例如，滴滴出行等中国竞争对手优步与英国石油巨头英国石油公司合作，在中国安装电动车充电站。需要强调的是，中国用于生产电动车的电池製造商如宁德时代和比亚迪，其生产电池的成本也低于其他国家的电池製造商，这对支持该地区的电气化进程极为重要。印度的电动车动力传动系统市场也可能大幅成长。

电动车动力传动系统市场的主要发展：

  • 2023 年 4 月：Modern Automotives 于 1989 年独立成立，成为印度第一家获得核准为慕尼黑宝马公司电动动力传动系统交付差速器小齿轮轴的公司，树立了历史性的里程碑。该订单预计将交付两台设备。为了增加市场占有率，区域汽车製造商预计到 2034 年将产量增加到 500 万辆。
  • 2022 年 9 月：梅赛德斯透过适用于 SUV 系列的新 GLC 组件扩展了其高性能 AMG 产品线。该车辆的动力传动系统在德国阿法尔特巴赫製造，采用尖端的梅赛德斯-奔驰设计。
  • 2023 年 6 月：可再生能源公司 Lucid Group 与汽车製造商阿斯顿马丁签署技术合作协议，为阿斯顿马丁未来的电池式电动车(BEV) 提供电动动力传动系统技术。

电动车动力传动系统市场細項分析如下：

按成分

  • 传播
  • 马达
  • 电池

依推进类型

  • 电池电动车
  • 插电式混合电动车

搭车

  • 客车
  • 商用车

按地区

  • 北美洲
  • 美国
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 其他的
  • 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 欧洲其他地区
  • 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

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
    • 电动车销量增加预计将推动市场发展
  • 市场限制因素
    • 缺乏基础设施可能会阻碍市场成长
    • 来自替代品的威胁
  • 波特五力分析
  • 产业价值链分析

第五章电动车动力传动系统市场：依组成部分

  • 介绍
  • 传播
  • 马达
  • 电池

第六章电动车动力传动系统市场：依推进型

  • 介绍
  • 电池电动车
  • 插电式混合电动车

第七章电动车动力传动系统市场：依车辆划分

  • 介绍
  • 客车
  • 商用车

第八章电动车动力传动系统市场：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
    • 其他欧洲国家地区
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他中东/非洲地区
  • 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
  • 合併、收购、协议和合作
  • 竞争对手仪表板

第十章 公司简介

  • GKN PLC（Melrose Industries PLC）
  • NVIDIA
  • Magna International Inc.
  • Hitachi Astemo, Ltd.
  • Bosch Limited
  • Cummins Inc
  • AVL List GmbH
  • Mitsubishi Electric Corp
  • BorgWarner Inc.
简介目录
Product Code: KSI061616951

The EV powertrain market is expected to register a compound annual growth rate (CAGR) of 18.42% during the forecast period (2024-2029).

The Global Electric Vehicle (EV) Powertrain Market is currently on an upward growth trajectory due to the rising use of electrical automobiles or EVs. The EV powertrain is the central propulsion system of an electric vehicle, which includes major components like the motor, battery pack, inverter, converter, power management system (PMS), and transmission, mostly in the form of reduction gears. The Asia Pacific region is the largest and fastest growing market for EV powertrains because many countries in the region, such as China, Japan, and India, have shown a remarkable shift towards electric vehicles. These factors are as follows: Increasing stringencies of government emissions standards, consumer demand for environmentally sensitive vehicles, and technological developments in battery and electric motor systems bolster the EV powertrain market. Original equipment manufacturers are shifting their attention towards the creation of bespoke EV platforms from the ground up that allow for optimum packaging of battery as well as intelligent internal packaging, besides pursuing an approach of a design-to-cost involving lithium-ion EV powertrains.

  • Amongst the primary factors is a global rise in the sales of electric cars that puts pressure on automakers to rapidly accelerate EV technology. Evidently, due to policies implemented by various governments in a bid to encourage the use of electric vehicles, which include the provision of incentives and the setting of CO2 emissions standards, the call for EVs has gradually been on the rise. This has consequently boosted the market for EV powertrains as vehicle makers continue to expand their capabilities and research in identifying new frontiers to meet the increasing market demands.
  • One of the most critical elements that determine the market is the cost of electric power trains, which is decreasing. Over time, battery technology improved further, and manufacturing technology was adopted on a mass level; the price of electric power trains decreased, making electric vehicles comparatively cheaper and more in demand. The constantly improving usage of lithium-ion batteries, which play a crucial role in electric vehicle power train systems, is a huge prospect for the market. Researchers and development are channeled into enhancing batteries in terms of performance and cost by manufacturing industries, thus boosting the EV powertrain market.
  • Another factor fueling the EV Powertrain Market is the rising sales of hybrid electric vehicles (HEVs) in developed countries. HEVs incorporate an internal combustion engine and one or more electric motors, which allows them to have better fuel economy and reduced emissions compared to standard gasoline automobiles. As awareness about global warming and climate change has increased, and governments continue to set higher emission standards, the demand for HEVs has also increased, thus expanding the EV powertrain market.

EV POWERTRAIN MARKET DRIVERS:

  • The transmission segment by component is likely to be the fastest-growing segment during the forecast period.

The power transmission component market is expected to grow significantly over the next few years, driven by various factors such as the increasing rate of industrialization and urbanization, growing demand for renewable energy, and improving the transmission technology is expected to help the power transmission component market to grow in the coming years. The market is classified into components, and transformers are part of the components singled out to contribute to the market growth. The transformer component segment will experience an increase in growth due to the technological adaptations of new developments and capital-intensive specifications. This segment has grown owing to the emphasis and improvement of grid stability and key aspects of development, such as the reliability and expansion of the micro-grid arrangement with conductor technologies for optimizing performances and parity.

In the global power transmission component market, the transformer component segment is expected to boost the power transmission component segment's growth. This is because transformers are some of the most important equipment used in power transmission systems. As such, their performance over time, including their efficiency, determines the efficient functioning of the entire system. The growing need for dependable electric supply items as part of the increasing dependency on electrical supply will, in turn, enable the needed product demand to increase and, therefore, contribute to the market growth. Moreover, the growing energy requirements and the deployment of capital in connection with the modernization of electric power grid networks will help further market growth. Altogether, the expansion of the transformer component segment is thought to have a significant influence concerning the progression of the advertisement segment power transmission component market due to the fact that the transformer component is a key segment of power transmission systems.

The battery-electric vehicle segment is likely to be the fastest-growing segment during the forecast period.

Out of all these electric vehicle types, battery electric vehicles (BEVs) are some of the main contributors to the electric vehicle powertrain market growth. The global adoption of BEVs was primarily driven by factors such as zero emissions through the tailpipe, lower operating cost, and increased electric range compared to PHEVs. This concern is because there are future projections of increased demand due to policies that place restrictions on emissions and the increased concern from the public on the environmental impacts of their purchases. The electric vehicle fluids market is being propelled by the BEV segment for cars because these vehicles come with various demanding specifications. BEVs need particular fluid as it is utilized for thermal management, lubrication, and control of electric compatibility concerning state-of-the-art parts. These are meant to reduce corrosion and the formation of deposits on the walls of the cooling system to enable it to work the best it can.

The rising popularity of BEVs also contributes to electric vehicle use. Due to the growth in the manufacture and use of BEVs, it became crucial to have fluids that would solely ensure the efficacy of these automobiles. Companies are making research and development efforts to improve the foundational fluid compositions, optimizing their potential for BEV applications, range, efficiency, and battery lifespan.

In terms of segments, forecasts assume that the BEV segment's growth will remain sustainable due to battery technology development and charging station availability. This shows that as new BEV technology grows, so will the market for electric vehicle fluids in automotive applications.

EV POWERTRAIN MARKET GEOGRAPHICAL OUTLOOK

  • The Asia Pacific region to dominate the EV powertrain 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. The Asia-Pacific region is expected to dominate the thermoplastic polyurethane (TPU) film market during the forecast period, owing to the countries mentioned above constituting significant production capacities, which are driving the demand for eco-friendly materials.

The growth in demand for electric vehicle (EV) powertrains is also forecasted to be the highest among the Asia Pacific (APAC) region. Some of these factors include EV sales quotas and compulsory fuel economy standards that governments continue to impose on automakers in their respective countries. These also include favorable EV incentives on license plate administrations, especially in countries like China and India. In addition, it has lithium resources, which is why investment in battery manufacturing is also being invested now. Tesla also initiated the Model 3 in South Korea at a far more affordable cost because of the encouraging government initiatives, and the market demand increased even more for EV powertrains.

Thus, China is raising its profile as a key player when it comes to the development of the EV powertrain market in the APAC region. The country has put in place high emission standards for vehicles, including the BS-VI in India and China VI in China, which is an aspect that is boosting the market for EV powertrains. Promising collaborations with key players are also contributing to steadfast increases in charging infrastructure across the region and driving the market. For example, Chinese Uber, like rival Didi Chuxing, teamed up with the British oil giant BP to establish charging stations for electric cars in China. It is crucial to highlight that battery makers, including CATL and BYD, used in the making of electric cars in China, are also manufacturing batteries at a cheaper cost than battery manufacturers in other nations, thus propping up the electrification process in the area. India is also likely to see significant growth in the electric vehicle powertrain market.

The EV powertrain market key developments:

  • In April 2023: Incorporated independently in 1989, Modern Automotives set a historic milestone as the first company from India to get approval for the Delivery of Differential Pinion Shafts to BMW AG Munich for Electric Powertrain. The order expects to deliver two. To expand their market share, regional carmakers are expected to grow their production to 5 million units by 2034.
  • In September 2022: Mercedes expanded its performance AMG lineup with the all-new GLC component of its SUV range. The car's powertrain can be described as being produced using the Mercedes-Benz's state-of-the-art design in Affalterbach, Germany.
  • In June 2023: Renewable Energy, Lucid Group signed a technology partnership deal with car manufacturer Aston Martin to deliver electric powertrain technology to the latter's future battery electric vehicles (BEV).

The EV powertrain market is segmented and analyzed as follows:

By Component

  • Transmission
  • Motors
  • Battery

By Propulsion Type

  • Battery Electric Vehicle
  • Plug-In Hybrid Electric Vehicle

By Vehicle

  • Passenger Car
  • Commercial Vehicle

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 the 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. Increasing Sales of Electric Vehicles are Expected to Drive the market
  • 4.2. Market Restraints
    • 4.2.1. Lack of Infrastructure May Hamper the Growth of the Market
    • 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 POWERTRAIN MARKET BY COMPONENT

  • 5.1. Introduction
  • 5.2. Transmission
  • 5.3. Motors
  • 5.4. Battery

6. EV POWERTRAIN MARKET BY PROPULSION TYPE

  • 6.1. Introduction
  • 6.2. Battery Electric Vehicle
  • 6.3. Plug-In Hybrid Electric Vehicle

7. EV POWERTRAIN MARKET BY VEHICLE

  • 7.1. Introduction
  • 7.2. Passenger Car
  • 7.3. Commercial Vehicle

8. EV POWERTRAIN 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. GKN PLC (Melrose Industries PLC)
  • 10.2. NVIDIA
  • 10.3. Magna International Inc.
  • 10.4. Hitachi Astemo, Ltd.
  • 10.5. Bosch Limited
  • 10.6. Cummins Inc
  • 10.7. AVL List GmbH
  • 10.8. Mitsubishi Electric Corp
  • 10.9. BorgWarner Inc.