电动汽车传动系统市场增长、趋势、COVID-19 影响和预测 (2023-2028)

在 2020 年至 2025 年的预测期内，电动汽车传动系统市场预计将以超过 8.8% 的复合年增长率增长。

主要亮点

• 市场增长的动力来自有利的政府政策、不断增加的激励措施、较低的生命週期拥有成本和较低的电池价格。 另一方面，抑制市场增长的主要因素是与传统传动系统相比，电动和混合动力传动系统的成本较高。
• AWD 系统的开发和改进以及对不断增长的电动汽车市场的渗透是预计在预测期内推动市场研究增长的其他主要因素。
• E 轴和差速器在传动系统中用作末端组件，用于将电机的动力传输到车轮。 电动车桥可以减轻重量并提高电动汽车的效率。 E-axle市场还处于起步阶段，但预计未来各厂商都会关注。

电动汽车传动系统市场趋势

通过自动驾驶汽车的传动系统刺激需求

自 1980 年以来，汽车行业对自动变速器的需求不断增长。 易于驾驶一直是自动变速器的一个主要因素，导致 2017 年在全球汽车变速器系统市场占据超过 30% 的重要市场份额。

• 自动变速器系统提供了各种速度范围。 在此之前，大多数自动变速器都是 3 速，但随着该领域技术的进步，4 速被引入并在 80 年代变得司空见惯。 从2000年代开始，6速和8速自动变速器在汽车行业开始流行。
• 2017年，汽车行业推出了多款搭载9速和10速自动变速器的车型，提供系统系统的竞争愈演愈烈，未来有望持续增长。

北美是全球对自动变速器系统需求最高的地区。

对燃油经济性和环境的日益关注促使自动变速器製造商开发和更新系统，例如高速变速器、具有改进的机械锁止和空檔怠速控制功能的变矩器。 为了满足未来对自动变速器系统日益增长的需求，各大厂商都开始扩大AT产能。

亚太地区和欧洲电动汽车销量的增长推动了市场

电动汽车市场近年来稳步增长，从 2012 年的 890,470 辆增长到 2018 年的约 210 万辆。 销量激增是由于各组织和政府为控制排放水平和推广零排放车辆而实施的监管规范。

这迫使汽车製造商在电动汽车的研发上投入更多资金，最终将其作为未来进行营销。 这一战略对人们产生了强烈的影响，传统内燃机汽车向电动汽车的购买格局发生了巨大变化。 这一变化不仅没有减少内燃机汽车的销量，反而为现在和未来的电动汽车创造了一个充满希望的市场。

世界各国政府已启动各种计划和举措，以鼓励人们选择电动汽车而非传统汽车。 加州 ZEV 计划的目标是到 2025 年拥有 150 万辆电动汽车，这是鼓励购买电动汽车的另一项举措。 印度、中国、英国、韩国、法国、德国、挪威和荷兰等国家也为购买电动汽车的人提供各种奖励。

预计电动汽车的普及将增加对传动系统的需求。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查先决条件
• 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买家/消费者的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 市场驱动力
• 市场製约因素

第 5 章市场细分

• 架构类型
  • 连续类型
  • 并行
  • 权力分配
• 传输
  • 自动变速器
  • 双离合变速器
  • 电动无级变速器
• 电机类型
  • 45-100kW
  • 100-250kW
  • 250 千瓦或更多
• 车辆类型
  • 混合动力汽车
  • 插电式混合动力车
  • 电瓶车
• 驱动系统
  • 前轮驱动 (FF)
  • 后轮驱动 (RWD)
  • 全轮驱动 (AWD)
• 地区
  • 北美
    • 美国
    • 加拿大
    • 墨西哥
    • 其他北美地区
  • 欧洲
    • 英国
    • 法国
    • 德国
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 其他亚太地区
  • 世界其他地方
    • 巴西
    • 南非
    • 其他国家

第六章竞争格局

• 供应商市场份额分析
• 公司简介
  • Robert Bosch GmbH
  • GKN Driveline（Melrose Industries PLC）
  • Delphi Technologies
  • DENSO Corporation
  • Valeo Inc.
  • Continental AG
  • Schaeffler Technologies AG & Co. KG
  • BorgWarner Inc.
  • ZF Friedrichshafen AG

第7章 市场机会今后动向

The driveline systems for electric vehicles market is expected to register a CAGR of over 8.8%, during the forecast period, 2020-2025.

Key Highlights

• The growth of the market attributable to the favorable government policies, increasing incentives, declining lifetime cost of ownership, and falling battery prices. On the other hand, a major factor hindering the market growth is the higher cost of electric and hybrid driveline, when compared to the conventional driveline.
• The developments and improvements in the AWD system and its penetration into the growing electric vehicles market are the other major factors that are anticipated to propel the growth of the market study during the forecast period.
• E-axles and differentials are used in a driveline as the end components, in order to transmit motor power to wheels. E-axle reduces weight and improves the efficiency of electric vehicles. Although the market for e-axle is at a nascent stage, it is expected to attract attention among manufacturers in the future.

Driveline Systems For Electric Vehicle Market Trends

Driving Demand from Automatic Vehicle Driveline Systems

In the automotive industry, the demand for automatic transmission has been experiencing a positive growth, since 1980. Ease of driving has been a major factor for automatic transmission, which helped to capture a significant market share of more than 30%, in the global automotive transmission system market in 2017.

• The automatic transmission system has been offering various speed ranges. Earlier, automatic transmission was mainly of three-speed, and with the technological advancements in the field, four-speed was introduced and became common during the 1980s. Since 2000s, six-speed and eight-speed automatic transmissions have become popular in the automotive industry.
• In 2017, the automotive industry witnessed numerous launches of 9-speed and 10-speed automatic transmission vehicle models, and is expected to witness a consistent growth in the future, due to the growing competition among automakers to offer improved driveline systems, along with the necessity to adhere to the fuel economy standards set by both governments and automotive organizations.

Among the global regions, North America witnessed the highest market demand for automatic transmission systems.

With the growing focus on fuel efficiency and environmental concerns, automatic transmission manufacturers have been developing and updating the system with high-speed transmission, torque converter with improved mechanical lockup, and neutral idle control features. In order to meet the increasing demand for automatic transmission system in the future, major manufacturers have started expanding their AT production capacity.

• For instance, in 2018, Aisin AI Co. Ltd, a subsidiary of Aisin Seiki Co. Ltd, formulated plans to expand its Kira Plant to produce and complete the assembly of AT units, along with its earlier MT production. The company plans to invest about USD 102 million for the plant expansion and the production of eight-speed automatic transmission units, and is expected to start functioning by November 2019 with 400,000 units per year. Also, the company is planning to reach the manufacturing capacity of AT to 13.2 million units in 2020.

Increasing Electric Car Sales in the APAC and Europe Driving the Market

The electric vehicles market has witnessed a healthy growth in the recent years, in terms of the number of vehicles sold, which was 890,470 in 2012, and reached ~ 2.1 million units in 2018. This spike in sales is attributable to the regulatory norms imposed by various organizations and governments to control emission levels and propagate zero-emission vehicles.

This has forced automakers to increase their expenditure on R&D of electric vehicles, which eventually allowed them to market electric vehicles as the future. This strategy had a strong impact on people, as there was a considerable change in the purchase pattern from conventional IC engine vehicles to electric vehicles. The change has not decreased the sales of IC engine vehicles, but rather created a promising market for electric vehicles in the present, as well as for the future.

Governments across the world have initiated various schemes and initiatives, which encourage a buyer to choose electric vehicles over conventional vehicles. California ZEV program, which aims at having 1.5 million electric vehicles on road by 2025, is one such initiative that promotes the purchase of electric vehicles. Countries, like India, China, United Kingdom, Korea, France, Germany, Norway, Netherlands, etc., are other such countries that have various incentives for people willing to buy an electric vehicle.

The growth of electric vehicles is anticipated to increase the demand for driveline systems.

Driveline Systems For Electric Vehicle Market Competitive Analysis

Some of the major players in the driveline systems for electric vehicles include Robert Bosch, GKN, BorgWarner, Denso Corporation, Toyota Motor Corporation, etc., consistently working to improve their driveline systems to sustain in the increasing demand for lightweight and high-efficiency driveline systems for electric vehicles among automakers.

Automakers are planning to increase their R&D expenditure of electric vehicles, due to a consistent demand pattern for conventional IC engine vehicles. Therefore, the electric vehicle manufacturers are focusing on raising awareness among customers about electric vehicles, through their continuous marketing strategies, aiming to meet the standards set by the governments and other associations.

During April 2018, American Axle & Manufacturing (AAM) and Liuzhou Wuling Automobile Industry Co. Ltd, a subsidiary of Guangxi Automobile Group Co. Ltd, entered a joint venture to manufacture driveline systems.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.1.1 Threat of New Entrants
  • 4.1.2 Bargaining Power of Buyers/Consumers
  • 4.1.3 Bargaining Power of Suppliers
  • 4.1.4 Threat of Substitute Products
  • 4.1.5 Intensity of Competitive Rivalry
• 4.2 Market Drivers
• 4.3 Market Restraints

5 MARKET SEGMENTATION

• 5.1 Architecture Type
  • 5.1.1 Series
  • 5.1.2 Parallel
  • 5.1.3 Power Split
• 5.2 Transmission Type
  • 5.2.1 Automatic Transmission
  • 5.2.2 Dual-clutch Transmission
  • 5.2.3 Electric-continuously Variable Transmission
• 5.3 Motor Type
  • 5.3.1 45-100 kW
  • 5.3.2 100-250 kW
  • 5.3.3 >250 kW
• 5.4 Vehicle Type
  • 5.4.1 Hybrid Vehicles
  • 5.4.2 Plug-in Hybrid Vehicles
  • 5.4.3 Battery Electric Vehicles
• 5.5 Drive Type
  • 5.5.1 Front Wheel Drive (FWD)
  • 5.5.2 Rear Wheel Drive (RWD)
  • 5.5.3 All Wheel Drive (AWD)
• 5.6 Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
    • 5.6.1.4 Rest of North America
  • 5.6.2 Europe
    • 5.6.2.1 United Kingdom
    • 5.6.2.2 France
    • 5.6.2.3 Germany
    • 5.6.2.4 Rest of Europe
  • 5.6.3 Asia-Pacific
    • 5.6.3.1 China
    • 5.6.3.2 India
    • 5.6.3.3 Japan
    • 5.6.3.4 Rest of Asia-Pacific
  • 5.6.4 Rest of the World
    • 5.6.4.1 Brazil
    • 5.6.4.2 South Africa
    • 5.6.4.3 Other Countries

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share Analysis
• 6.2 Company Profiles
  • 6.2.1 Robert Bosch GmbH
  • 6.2.2 GKN Driveline (Melrose Industries PLC)
  • 6.2.3 Delphi Technologies
  • 6.2.4 DENSO Corporation
  • 6.2.5 Valeo Inc.
  • 6.2.6 Continental AG
  • 6.2.7 Schaeffler Technologies AG & Co. KG
  • 6.2.8 BorgWarner Inc.
  • 6.2.9 ZF Friedrichshafen AG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS