全球 xEV 售后市场发展竞争情报（按推进类型、部件和地区划分）—预测至 2035 年

全球 xEV（电动车）售后市场预计将在 2024 年达到 590 亿美元，到 2035 年将达到 1,950 亿美元，2024 年至 2035 年的复合年增长率为 11.5%。

xEV 售后市场预计将因多种因素而成长，包括主要地区 xEV 普及率上升、平均车龄和年行驶里程增加以及售后市场服务的新兴需求。

电动车（EV）凭藉其独特的技术和操作特性，有望开启售后服务的革命性时代。从内燃机到电动动力传动系统的转变将扩大围绕「4R」原则（修理、再利用、回收、再製造）的机会，同时引入创新的服务模式。移动服务小组将成为人们关注的焦点，为电动车提供按需维护和诊断，减少车主的停工时间。为旧车改装电气系统可以为经典或老旧的车辆注入新的活力，兼具永续性和客製化。虽然由于活动部件较少而简化了电动车的日常维护，但仍需要高压系统和软体更新方面的专业技能，这为熟练的技术人员创造了一个市场空间。二次电池应用正在成为一种重要趋势，透过将旧电动车电池重新用于家庭或电网能源储存，扩大电动车电池在车辆之外的价值。此外，受成本效益替代品和循环经济实践需求的推动，电动车零件（如马达、控制器和充电器）的再製造预计也将成长。这些发展将技术主导的解决方案与永续创新相结合，重新定义售后市场格局。

随着汽车产业向电气化转型，OEM正在进行策略转变，以确保从电动车维修和保养中获得稳定的收入来源。与传统汽车不同，电动车不需要频繁的机械维护，因此OEM专注于更高价值的服务，例如电池健康监测、软体更新和电力传动系统的专门维修。数位化将在这一转变中发挥关键作用，使OEM能够利用无线 (OTA) 更新来实现持续改进、远端解决问题，并提供基于订阅的功能以产生经常性收益，同时提高客户忠诚度。远端资讯处理和连网汽车平台使OEM能够收集车辆性能的即时资料、预测维护需求并提供个人化服务包，从而减少对第三方维修店的依赖。此外，OEM正在建立授权服务网路和培训计​​划来管理复杂的维修，例如维修电池组，并正在探索电池回收和二次利用的伙伴关係。透过整合数位工具， OEM可以简化业务、降低成本并将自己定位为电动车生态系统中的端到端解决方案提供者。

随着电动车服务市场的发展，目标商标产品製造商 (OEM) 和独立售后市场 (IAM) 参与者正在製定自己的策略以站稳脚跟。OEM对自己的软体、诊断和电池系统拥有更大的控制权，并利用无线更新和远端资讯处理等数位化来锁定客户并主导高价值维修。 IAM 透过建立专属服务网路、提供认证培训以及将维修与保固挂钩，让电动车车主对其生态系统充满信任。相反，IAM 面临打破这座OEM堡垒的挑战。为了解决这个问题，IAM 可能会投资逆向工程工具，开发第三方诊断解决方案，并游说「维修权」法规以存取电动车的资料和软体程式码。 IAM 将专注于具有成本竞争力的产品，包括再製造零件、再製造电池和行动维修设备，以吸引对价格敏感的保固期外消费者。

一些 IAM 与OEM合作，提供认证备件和服务协议，在竞争和共存之间取得平衡。在OEM优势逐渐消失的领域，IAM 或许还能在改装与保固期外车辆维修领域占有一席之地。同时，消费者对永续性的需求可能会推动提供二次电池计画的原始设备製造OEM)和提供本地回收解决方案的独立设备製造商 (IAM) 的创新。这场战斗的关键在于数位存取、监管变化以及适应电动车独特需求的能力，例如软体更新和高压系统维修。

此市场分析涵盖 xEV 售后市场，重点关注销售和 xEV。此外，我们正在调查 2024 年 xEV 售后市场的零件需求。本报告深入探讨了推动 xEV 售后市场发展的趋势，并分析了 2035 年将影响该产业的因素。它涵盖了广泛的因素，包括各地区的平均里程和平均年龄、电子商务和数数位化对售后市场的影响以及 OES V IAM 基准策略。

该报告提供了有关 2024 年 xEV 售后市场及其子区隔的销售量和销量的最接近估计信息，以帮助市场领导和新进入者。该报告将帮助相关人员了解竞争格局，获得更多见解，以更好地定位其业务并规划适当的打入市场策略。它还帮助相关人员了解市场脉搏，并为他们提供有关关键市场驱动因素、挑战和机会的资讯。

目录

第一章执行摘要

第二章 研究目标、范围与调查方法

第三章 宏观经济与监理分析

• 地区GDP成长预测
• 全球各地区通膨率
• 2030年全球原油价格与锂离子电池价格趋势

第四章 XEV PARC 和年龄趋势分析

• XEV PARC，按地区和推进方式划分
• XEV PARC 分析（按推进方式和地区）
• XEV 的燃油经济性趋势
• XEV平均车龄趋势

第五章 XEV 零件售后市场

• 全球 XEV 售后市场（按推进类型、地区和组件划分）
• 欧洲：XEV 售后市场（按推进系统和组件）
• 北美：XEV 售后市场（按推进类型和组件）
• 中国：XEV 售后市场（按推进系统和组件）
• 亚太地区（不包括中国）：XEV 售后市场（按推进类型和组件）
• 世界其他地区：XEV 售后市场（按推进系统和组件）

第六章混合动力汽车和电动车的新兴服务

• 电池回收
• 电动车改装
• 电池再利用
• 电动车服务维护与维修
• 流动服务小组
• 电动车充电服务

第七章OEM XEV售后服务策略

第 8 章 OES 和 IAM 基准测试

第九章主要成长机会和建议

第十章结论与摘要

The global xEV aftermarket was USD 59 billion in 2024 and is projected to reach USD 195.0 billion in 2035, witnessing a CAGR growth of 11.5% from 2024 to 2035. The xEV aftermarket is expected to experience growth driven by various factors, such as the rising penetration of XEVs across the key regions, rising average age and miles traveled in a year, and demand for emerging services in the aftermarket.

"EV to bring a very transformative change in the automotive aftermarket."

Electric vehicles (EVs) are poised to usher in a transformative era for aftermarket services, driven by their unique technological and operational characteristics. The shift from internal combustion engines to electric powertrains will expand opportunities around the "4R" principles-repair, reuse, recycle, and remanufacture-while introducing innovative service models. Mobile service units will gain prominence, offering on-demand maintenance and diagnostics for EVs, reducing downtime for owners. Retrofitting older vehicles with electric systems will breathe new life into classic cars and aging fleets, blending sustainability with customization. Routine EV maintenance, though simpler due to fewer moving parts, will demand specialized skills in high-voltage systems and software updates, creating a niche for skilled technicians. Battery second-life applications will emerge as a key trend, repurposing used EV batteries for energy storage in homes or grids, extending their value beyond the vehicle. Additionally, EV part remanufacturing-such as motors, controllers, and chargers-will grow, fueled by the need for cost-effective replacements and circular economy practices. Together, these developments will redefine the aftermarket landscape, blending tech-driven solutions with sustainable innovation.

"OEMs strategizing to become a major stakeholder in xEV aftermarket."

Original Equipment Manufacturers (OEMs) are strategically pivoting to secure stable income streams from EV repair and maintenance as the automotive industry transitions to electrification. Unlike traditional vehicles, EVs require less frequent mechanical upkeep, prompting OEMs to focus on high-value services like battery health monitoring, software updates, and specialized repairs for electric drivetrains. Digitalization plays a pivotal role in this shift, enabling OEMs to leverage over-the-air (OTA) updates to deliver continuous improvements, troubleshoot issues remotely, and offer subscription-based features-creating recurring revenue while enhancing customer loyalty. Telematics and connected vehicle platforms allow OEMs to collect real-time data on vehicle performance, predict maintenance needs, and offer personalized service packages, reducing reliance on third-party repair shops. Additionally, OEMs are establishing certified service networks and training programs to retain control over complex repairs, such as battery pack servicing, while exploring partnerships for battery recycling and second-life applications. By integrating digital tools, OEMs can streamline operations, cut costs, and position themselves as end-to-end solution providers in the EV ecosystem.

"xEVs to intensify the competition between IAM and OES players"

As the EV servicing market evolves, Original Equipment Manufacturers (OEMs) and Independent Aftermarket (IAM) players are crafting distinct strategies to secure their foothold. OEMs are doubling down on their control over proprietary software, diagnostics, and battery systems, using digitalization-like over-the-air (OTA) updates and telematics-to lock in customers and dominate high-value repairs. They're building exclusive service networks, offering certified training, and tying maintenance to warranties, ensuring EV owners rely on their ecosystem. Conversely, IAMs face the challenge of breaking this OEM stronghold, particularly around proprietary software. To compete, IAMs are likely to invest in reverse-engineering tools, develop third-party diagnostic solutions, and lobby for "right-to-repair" regulations to access EV data and software codes. They'll focus on cost-competitive offerings, such as refurbished parts, battery remanufacturing, and mobile repair units, appealing to price-sensitive consumers outside warranty periods.

Collaboration could also emerge, with some IAMs partnering with OEMs for authorized spare parts or service contracts, balancing competition with coexistence. IAMs might carve niches in retrofitting older EVs or servicing out-of-warranty vehicles, where OEM dominance wanes. Meanwhile, consumer demand for sustainability could push both to innovate-OEMs with battery second-life programs and IAMs with localized recycling solutions. The battle will hinge on digital access, regulatory shifts, and the ability to adapt to EV-specific needs like software updates and high-voltage system repairs.

Research Coverage:

The market analysis encompasses the xEV aftermarket market, focusing on the sales & xEVs . Additionally, it examines the demand for components in the xEV aftermarket in 2024. The report delves into the trends propelling the xEV aftermarket sector, analyzing factors influencing the industry by 2035. The study encompasses a broad range of factors like average mileage & average age across regions, the impact of e-commerce and digitalization on the aftermarket, OES V IAM benchmarking strategies, etc.

Report Scope

The report will help market leaders and new entrants with information on the closest approximations of the sales & parc numbers for the xEV Aftermarket in 2024 and their subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies. The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

• Analysis of regional parc volume and regional components demand in XEVs.
• Analysis of key emerging services (battery recycling, retrofitment, battery second life usage, predictive maintenance, remote onboard diagnostics, integration of sustainability, mobile service units, EV charger aggregators, etc.).
• Analysis of OEM XEV Aftersales strategies, which includes aftersale strategies and business models offered by different OEMs
• OES Vs IAM Benchmarking: Detailed insights OES vs Aim penetration in the EV maintenance space, OEM vs IAM customer retention and acquisition strategies, details about infrastructure and investments.
• Market Development: Comprehensive information about lucrative markets - the report analyses the XEV aftermarket across varied regions
• Competitive Assessment: This section assesses the market shares, growth strategies, and service offerings of leading players across xEV segments. The report also helps stakeholders understand the pulse of the aftermarket components and services market and provides them with information on key market drivers, challenges, and opportunities.

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

• 1.1 GLOBAL LIGHT VEHICLE PARC TRENDS
• 1.2 ICE VS XEV AFTERMARKET REVENUE ANALYSIS
• 1.3 ICE VS XEV COMPONENTS MAINTENANCE COST PER MILE AND REPLACEMENT INTERVAL
• 1.4 AFTERMARKET REVENUE IMPACT DUE TO PENETRATION OF BEVS
• 1.5 XEV COMPONENTS REPLACEMENT COST ANALYSIS
• 1.6 EMERGING SERVICES FOR HYBRID AND ELECTRIC VEHICLES

2 STUDY OBJECTIVES, SCOPE, AND METHODOLOGY

• 2.1 STUDY SCOPE
• 2.2 STUDY OBJECTIVES AND METHODOLOGY

3 MACROECONOMIC ANALYSIS & REGULATORY ANALYSIS

• 3.1 GDP GROWTH PROJECTIONS BY REGION
• 3.2 GLOBAL INFLATION RATE BY REGION
• 3.3 GLOBAL CRUDE OIL PRICE VS. LITHIUM-ION BATTERY PRICE TRENDS TILL 2030

4 XEV PARC AND AGE TREND ANALYSIS

• 4.1 XEV PARC BY REGION & PROPULSION
• 4.2 XEV REGIONAL PARC ANALYSIS BY PROPULSION
• 4.3 XEV MILEAGE TRENDS
• 4.4 XEV AVERAGE AGE TRENDS

5 XEV COMPONENTS AFTERMARKET

• 5.1 GLOBAL: XEV AFTERMARKET BY PROPULSION, REGION & COMPONENT
• 5.2 EUROPE: XEV AFTERMARKET BY PROPULSION & COMPONENT
• 5.3 NORTH AMERICA: XEV AFTERMARKET BY PROPULSION & COMPONENT
• 5.4 CHINA: XEV AFTERMARKET BY PROPULSION & COMPONENT
• 5.5 APAC (EXCL. CHINA): XEV AFTERMARKET BY PROPULSION & COMPONENT
• 5.6 ROW: XEV AFTERMARKET BY PROPULSION & COMPONENT

6 EMERGING SERVICES FOR HYBRID & ELECTRIC VEHICLES

• 6.1 BATTERY RECYCLING
• 6.2 EV RETROFITMENT
• 6.3 BATTERY SECOND LIFE USAGE
• 6.4 EV SERVICES IN THE MAINTENANCE AND REPAIRS
• 6.5 MOBILE SERVICE UNITS
• 6.6 EV CHARGING SERVICES

7 OEM XEV AFTERSALES STRATEGIES

8 OES VS IAM BENCHMARKING

9 KEY GROWTH OPPORTUNITIES AND RECOMMENDATIONS

10 CONCLUSION AND TAKEAWAYS

List of Tables

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List of Figures

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