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市场调查报告书
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1190692

电动汽车市场的电动机 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

Electric Motors For Electric Vehicle Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3个工作天内

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简介目录

电动汽车的电机市场目前价值 48 亿美元，预计在预测期内将以 28.63% 的复合年增长率增长。

COVID-19 在 2020 年上半年对电动汽车的电动机产生了负面影响，导致生产停工、停工和贸易限制。 然而，COVID-19 后的复苏、更严格的汽车排放法规的采用以及政府为早期引入电动汽车提供的慷慨激励措施，导致电动汽车销量出现非常健康的增长。 此外，电动汽车用电动机的销量也大幅增长。 例如，与 2019 年相比，2020 年电动乘用车销量增长 39% 至 310 万辆。

此外，製造商有应急措施来降低未来业务的不确定性，方法是实现製造和供应链的多元化，以保持与汽车行业关键领域客户的连续性。□实施了该计划。 例如：

主要亮点

  • 2020 年 2 月，Brose Fahrzeugteile SE &Co.KG 在印度浦那附近的 Hinjewadi 开设了一个新园区。 新地点将僱用 430 名员工。 Brose Fahrzeugteile SE &Co.KG 宣布未来将在印度投资 6000 万欧元（6240 万美元）。

从长远来看，由于严格的排放和燃油效率法规、政府激励措施以及充电基础设施的发展，电动汽车的销量增加是推动研究市场增长的主要因素之一。它是 预计Toyota Motor Corporation、Honda Motor Company Ltd、Tesla Inc.、General Motors和Ford等主要汽车公司对电动汽车的大规模投资将很快推动电动汽车市场的发展。 此外，电机製造商和汽车公司之间伙伴关係的发展有望在全球范围内扩大所研究的市场。

从地域上看，由于中国和印度等新兴市场的存在，预计亚太地区将在预测期内成为最大的电机市场。 由于政府采取措施遏制其碳足迹，欧洲成为市场发展引擎。 英国、德国和法国正在为该地区的市场扩张做出贡献。

因此，上述因素进一步推动了电动汽车电机市场的增长。

主要市场趋势

电动汽车需求的增长推动了市场增长

由于中国、美国、日本、韩国和欧洲的电动汽车销量激增，预计对电动机的需求将呈指数级增长。 由于政府为普及电动汽车而提供的激励措施、普通购车者的环保意识提高以及燃油价格上涨，电动汽车的销量在全球范围内呈爆炸式增长。 其他因素包括电动汽车的运行成本低于传统的内燃机汽车，以及中国和欧盟政府宣布到 2035 年将禁止使用内燃机汽车。。 例如

  • 2021 年，全球将有 690 万辆电动汽车註册，同比增长 107%。

推动电动汽车用电机增长的主要因素是增加电动汽车行驶里程的需求不断增加，这反过来有望对电动汽车用电机市场的增长产生积极影响。

此外，世界各国政府都在积极制定促进电动汽车普及的政策。 中国、印度、法国和英国已宣布计划到 2040 年完全淘汰汽油和柴油汽车。 例如

  • 2022 年 10 月，欧盟宣布将从 2035 年起禁止在欧盟成员国销售新的内燃机汽车。
  • 欧洲宣布了到 2050 年实现气候中和的崇高目标。 在接下来的几年里，欧盟委员会将发布几项新的立法提案来实现这一目标。 其中许多旨在提高机动性。 实现这一目标需要一系列政策和目标来引导国家、企业和消费者走上正确的道路。 欧盟委员会在其 7500 亿欧元（7800 亿美元）的 COVID-19 刺激计划中拨出 200 亿欧元（212 亿美元）用于快速和广泛实施清洁交通。 到2030年，它宣布将在欧盟范围内促进清洁汽车的销售，包括3000万辆电动汽车和100万辆氢动力汽车。
  • 2022 年 9 月，中国宣布将纯电动汽车、混合动力汽车、插电式混合动力汽车和氢燃料电池汽车等新能源电动汽车的 5% 购置税免征政策延长至 2023 年底。 .
  • 2021 年，印度联邦政府宣布混合动力和电动汽车早期采用和製造 (FAME) 计划的第 2 阶段将延长两年至 2024 年 3 月 31 日。 该计划旨在促进电动汽车的引入销售和电动汽车相关零部件的製造。

此外，政府和私营公司打算在全球范围内最大限度地减少排放并建设绿色充电基础设施。 因此，对电动汽车不断增长的需求将进一步加剧汽车对电动机的采用，并在预测期内增加电动机的产量。

预计亚太地区将主导市场

在全球范围内，由于电动汽车销量高，尤其是在中国，亚太地区占据了电动汽车电机市场的最大份额。 在亚太地区，中国和印度是电动汽车的主要生产国和消费国。 在中国和印度，国家销售目标、有利的立法和市政空气质量目标正在支持国内需求。 例如

  • 印度政府将在未来三年内根据 FAME II（混合动力电动汽车的快速采用和製造）到 2022 年提供 7000 辆电动巴士、50000 辆 e3 轮车和 55000 辆 e4 轮车。宣布推出 10000 辆 e2-轮式车辆（包括强大的混合动力车）。 FAME II（混合动力电动汽车的更快采用和製造）已获得 1 亿印度卢比（12 亿美元）的拨款。
  • 中国已对电动汽车和混合动力汽车製造商施加配额，使其占新车销量的 10% 以上。 北京还每月仅发放 10,000 辆内燃机车辆登记证，以鼓励居民改用电动汽车。

在这些国家/地区，电动汽车的年销量也强劲增长，进一步推动了电动机市场的增长。 例如

  • 中国将在 2021 年销售 299 万辆乘用电动汽车，同比增长 169.1%，而印度将在 2021 年销售 17,802 辆电动汽车，同比增长 168%。。

因此，由于上述因素，预计亚太地区仍将是电动汽车电机市场最主要的地区。

竞争格局

由于许多区域和国际参与者的存在，电动汽车用电动机市场得到适度整合。 一些重要的参与者是 Bosch Mobility Solutions、ABB、Nidec Corporation、Brose Fahrzeugteile GmbH &Co.KG、Johnson Electric Group。 其中许多参与者通过合资、併购、新产品发布和产能扩张来巩固其市场地位。 例如

  • 2022 年 12 月，印度汽车零部件製造商 Shriram Pistons Ltd. 将收购 EMF Innovations 的多数股权，EMF Innovations 是一家总部位于新加坡的所有类型电动汽车的电机设计商和製造商。宣布。 SPR Engineous 是 Shriram Pistons Ltd 的全资子公司，将进行此次交易。 本次交易将进入电动汽车市场，服务所有电动汽车细分市场。
  • Bosch Mobility Solutions 宣布将于 2022 年 10 月投资 2.6 亿美元，在其位于美国南卡罗来纳州查尔斯顿的工厂扩大 Rivian R1T 皮卡电动汽车电机的生产。

其他福利。

  • 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

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

第 5 章市场细分

  • 大会
    • 轮毂
    • 中央动力总成
  • 申请
    • 乘用车
    • 商用车
  • 电机类型
    • 无刷直流电机
    • 永磁同步电机
    • 异步电机
    • 同步磁阻电机
    • 其他（磁通无铁芯永磁电机、开关磁阻电机等）
  • 输出
    • 高达 100 千瓦
    • 101-250 千瓦
    • 250 千瓦或更多
  • 地区
    • 北美
      • 美国
      • 加拿大
      • 其他北美地区
    • 欧洲
      • 英国
      • 德国
      • 法国
      • 意大利
      • 其他欧洲地区
    • 亚太地区
      • 印度
      • 中国
      • 日本
      • 韩国
      • 其他亚太地区
    • 世界其他地区
      • 南美洲
      • 中东和非洲

第六章竞争格局

  • 供应商市场份额
  • 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

第七章市场机会与未来趋势

第 8 章免责声明

简介目录
Product Code: 46553

The Electric Motors for Electric Vehicle Market is currently valued at USD 4.80 billion and is expected to register a CAGR of 28.63% during the forecast period.

COVID-19 led to manufacturing shutdowns, lockdowns, and trade restrictions that negatively impacted the electric motors for the electric vehicle industry in the first half of the year 2020. However, the post-COVID-19 recovery, the stringent automotive emissions norms adoption, and the provision of generous government incentives for the quick adoption of electromobility led to a very healthy rise in the sales of electric vehicles. It further produced significant growth in the sales of electric motors for electric cars. For instance, in 2020, electric passenger vehicle sales jumped to 3.1 million units, an increase of 39% over 2019.

In addition, the manufacturers implemented contingency plans to mitigate future business uncertainties to retain continuity with clients in the critical sectors of the automobile industry by diversifying their manufacturing and supply chains. For instance,

Key Highlights

  • In February 2020, Brose Fahrzeugteile SE & Co. KG opened its new campus in India at Hinjewadi near Pune. The new location will employ 430 people. Brose Fahrzeugteile SE & Co. KG announced an investment of EUR 60 million ( USD 62.4 million) in India in the future.

Over the long term, some of the major factors driving the growth of the market studied are the rising sales of electric vehicles due to the enactment of stringent emission and fuel economy norms, government incentives, and improving charging infrastructure. Massive investments in electric vehicles by major automotive companies, such as Toyota, Honda, Tesla, General Motors, and Ford, are expected to drive the electric motor market shortly. Additionally, the evolving partnerships between motor manufacturers and automotive companies are expected to expand the studied market globally.

Geographically Asia-Pacific is expected to be the largest electric motor market during the forecast period due to the presence of emerging markets such as China and India. Europe became a driving force in the market's development for the government's steps to curb carbon emissions. United Kingdom, Germany, and France are all contributing to the market's expansion in this region.

Thus the factors mentioned above will further drive the growth in the electric motors for electric vehicles market globally.

Key Market Trends

Rising Demand for Electric Vehicles to Augment Growth of Market

The demand for electric motors is expected to increase exponentially, owing to the rapid growth of electric vehicle sales across China, United States, Japan, South Korea, and Europe. Electric vehicle sales are rising exponentially worldwide due to government incentives offered by various Governments to promote electromobility, increasing environmental consciousness amongst general car buyers, and rising fuel prices. It is also due to lower operating costs provided by electric vehicles than traditional ICE vehicles and announcements by the governments of China and the EU to ban ICE mobility by 2035. For instance,

  • In 2021, 6.9 million electric cars were registered worldwide, an increase of 107% from the previous year.

The primary factor driving the electric vehicle motor growth is the increase in demand for improving the electric vehicles driving range, which is, in turn, anticipated to positively impact the electric motors market growth for electric cars.

Moreover, governments worldwide have also been proactive in enacting policies to encourage the adoption of electric vehicles. China, India, France, and United Kingdom have announced plans to phase out the petrol and diesel vehicles industry entirely before 2040. For instance,

  • In October 2022, European Union announced the ban on the sale of new ICE vehicles from 2035 in EU member states.
  • Europe announced a lofty target of being climate-neutral by 2050. The European Commission will publish several new legislative proposals to meet this goal over the next few years. Many of them are aimed at improving mobility. To achieve this aim, a set of policies and targets must be in place to guide states, businesses, and consumers on the correct path. European Commission earmarked EUR 20 billion (USD 21.2 billion) in the COVID-19 stimulus package of EUR 750 billion (USD 780 billion) for the faster and widespread adoption of clean mobility. It announced the promotion of sales of clean vehicles, including 30 million electric and 1 million hydrogen vehicles, in the EU by 2030.
  • In September 2022, China announced that it had extended the tax exemption from a 5% purchase tax to new energy electric vehicles, including battery electric vehicles, hybrid vehicles, plug-in hybrid vehicles, and hydrogen fuel cell vehicles, till the end of 2023.
  • In 2021, The Union government of India announced an extension of the second phase of the Faster Adoption and Manufacturing of Hybrid and Electric vehicle (FAME) scheme by two years to March 31, 2024. The plan aims at promoting sales of electric vehicle adoption and manufacturing of components related to EVs.

In addition, the government and private companies intend to build charging infrastructure worldwide to minimize emissions and keep the environment green. Thus, the rising demand for electric vehicles further aggravates the adoption of electric motors in cars, augmenting the manufacturing of electric motors during the forecast period.

Asia-Pacific Anticipated to Dominate the Market

Globally, Asia-Pacific is capturing the largest share of the electric motors for the electric vehicle market, owing to high EV sales, majorly from China. China and India are the most prominent manufacturers and consumers of electric vehicles in the Asia-Pacific. National sales targets, favorable laws, and municipal air-quality targets are supporting domestic demand in both these countries. For instance,

  • The Government of India announced having 7000 e-Buses, five lakh e-3 wheelers, 55000 e-4 wheeler passenger cars (including strong hybrids), and ten lakh e-2 wheelers over the next three years under FAME II (Faster Adoption and Manufacturing of Hybrid Electric Vehicles) by 2022. INR 10000 Cr (USD 1.2 billion) was allocated to FAME II (Faster Adoption and Manufacturing of Hybrid Electric Vehicles).
  • China imposed a quota on manufacturers of electric or hybrid vehicles, which must represent at least 10% of total new sales. Also, Beijing only issues 10,000 permits for registering combustion engine vehicles per month to encourage its inhabitants to switch to electric cars.

Electric vehicles are also posting huge annual sales gains in these countries, which will further drive the growth in the market for electric motors. For instance,

  • 2.99 million passenger electric vehicles were sold in China in 2021, an increase of 169.1% over the last year, while in India, 17802 units of electric cars were sold in 2021, registering a growth of 168% over the previous year.

Thus the factors above are expected to maintain Asia-Pacific as the most dominant region for electric motors for electric vehicles market.

Competitive Landscape

The Electric motors for electric vehicles market is moderately consolidated due to the presence of many regional and international players. Some significant players include Bosch Mobility Solutions, ABB, Nidec Corporation, Brose Fahrzeugteile GmbH & Co. KG, and Johnson Electric Group. Many of these players are engaging in joint ventures, mergers and acquisitions, new product launches, and capacity expansions to cement their market positions. For instance

  • In December 2022, Indian automotive component manufacturer Shriram Pistons Ltd. announced an acquisition majority stake in EMF Innovations, a Singapore-based designer and manufacturer of electric motors for all types of electric vehicles. SPR Engineous, a wholly-owned subsidiary of Shriram Pistons Ltd, would make the transaction. They will enter the EV market with this deal and cater to all EV market segments.
  • In October 2022, Bosch Mobility Solutions announced to invest USD 260 million to expand the production of electric vehicle motors for the Rivian R1T pickup truck at its Charleston plant in South Carolina, in the US.

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 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Assembly
    • 5.1.1 Wheel Hub
    • 5.1.2 Central Power Train
  • 5.2 Application
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Motor Type
    • 5.3.1 Brushless DC Motor
    • 5.3.2 Permanent Magnet Synchronous Motor
    • 5.3.3 Asynchronous Motor
    • 5.3.4 Synchronous Reluctance Motor
    • 5.3.5 Others (Axial Flux Ironless Permanent Magnet Motor, Switched Reluctance Motors, etc.
  • 5.4 Power
    • 5.4.1 Up to 100 kW
    • 5.4.2 101-250 kW
    • 5.4.3 Above 250 kW
  • 5.5 Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Rest of North America
    • 5.5.2 Europe
      • 5.5.2.1 United Kingdom
      • 5.5.2.2 Germany
      • 5.5.2.3 France
      • 5.5.2.4 Italy
      • 5.5.2.5 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 India
      • 5.5.3.2 China
      • 5.5.3.3 Japan
      • 5.5.3.4 South Korea
      • 5.5.3.5 Rest of Asia-Pacific
    • 5.5.4 Rest of the World
      • 5.5.4.1 South America
      • 5.5.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Aisin Seiki Co. Ltd
    • 6.2.2 Toyota Motor Corporation
    • 6.2.3 Hitachi Automotive Systems
    • 6.2.4 DENSO Corporation
    • 6.2.5 Honda Motor Company Ltd
    • 6.2.6 Mitsubishi Electric Corp.
    • 6.2.7 Magna International
    • 6.2.8 Robert Bosch GmbH
    • 6.2.9 BMW AG
    • 6.2.10 Nissan Motor Co. Ltd
    • 6.2.11 Tesla Inc.
    • 6.2.12 Toshiba Corporation
    • 6.2.13 BYD Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS**

8 DISCLAIMER