查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1438299

电动车动力总成 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029）

Electric Vehicle Powertrain - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

电动车动力总成市场规模预计到 2024 年为 1,881.9 亿美元，预计到 2029 年将达到 4,251 亿美元，在预测期内（2024-2029 年）CAGR为 17.70%。

电动车动力总成 - 市场

主要亮点

  • 由于全球封锁和社交距离规范，COVID-19大流行对市场产生了负面影响，许多原始设备製造商的组装线停止了研究和生产。这导致汽车销售整体下滑，进而导致电动车动力总成市场下滑。然而，随着全球范围内对电动车的青睐不断增加，预计该市场将在预测期内经济復苏并显着增长。
  • 例如，2023年7月，IC Bus推出了下一代CE系列校车，这是其旗舰CE系列的重新设计和更新版本。全新CE系列的电动动力总成为驾驶员和乘客提供更安静的乘坐体验，以及三级可选的再生製动，以实现更平稳的乘坐、电池效率和操作体验。电动动力总成选项的峰值功率为 255 kW（342 hp），可支援交流电（AC）和直流快速充电（DCFC）。
  • 从长远来看，电动车市场预计将高速扩张，对汽车电动动力总成产生大量需求。世界各地的电动车取得了巨大的成长。主要汽车零件製造商一直在投资电动车轴驱动，以利用电动和混合动力汽车销量的成长来增加其市场份额。公司一直在增加产能，特别是在中国、美国和欧洲地区等大型电动车市场。
  • 丰田、本田、特斯拉、通用汽车和福特等主要汽车公司对电动车的大规模投资预计将在不久的将来推动电动马达市场的发展。此外，电机製造商和汽车公司之间不断发展的合作伙伴关係预计将扩大全球电动车动力总成市场。
  • 例如，2023 年 7 月，麦克拉伦应用有限公司和 BOLD 宣布合作开发高性能电动动力系统。 McLaren Applied 与 BOLD 联手，利用后者在设计和製造高性能、轻型电池组系统方面的专业知识。
  • 预计电机市场在同步电机永久磁铁中使用的稀土金属采购方面将面临挑战，因为这些电机中使用的金属受到出口限制和供应风险。除了全球市场电动车开发活动不断增加之外，石油和天然气储量的枯竭也是推动汽车製造商从IC动力总成转向电动动力总成的主要因素之一。

电动车动力总成市场趋势

电动车销量的增加预计将推动市场

  • 电动和混合动力汽车市场的不断扩大是汽车动力总成市场的主要驱动力。全球电动车市场出现了巨大成长。
  • 由于电池成本下降和技术进步（例如储存容量增加），电动车的销售量预计将上升，这导致消费者采用电动车。随着全球气温以惊人的速度上升，世界各国政府和产业承诺减少温室气体排放。
  • 2020 年，全球插电式汽车销量达到 2,986,659 辆，而全球电动车总销量为 2,123,872 辆。纯电动车销量预计将在2022 年达到730 万辆，高于2021 年的约460 万辆。纯电动车销量飙升的原因有很多，包括消费者对更永续交通的兴趣增加以及政府制定遏制直接交通排放的法规。 2021 年，这些销量比 2020 年成长了一倍多，2022 年则创下全电动销售新纪录。这清楚地表明了市场上电动车成长的上升趋势以及预计电动动力总成市场的市场机会的增加。
  • 交通运输部门一直是主要关注领域之一，因为交通运输和旅行在排放量中所占份额仅次于发电。由于欧洲和亚太地区对产业和消费者的补贴和免税等有利的监管环境，全球电动车的生产和销售一直在快速成长。
  • 中国和印度等主要汽车市场的政府已承诺到 2030 年仅允许电动车上路。主要汽车製造商也增加了对电动车开发的投资，以满足预计的电动车需求成长。未来十年。
  • 例如，2023 年 7 月，马来西亚沃尔沃卡车推出了该地区首款全电动重型原动机。 VolvoFH Electric、FM Electric 和FMX Electric 车型由电动动力总成提供动力，该动力总成配备两个或三个电机，根据应用可产生高达490 kW 的功率和2,400 Nm 的扭矩，电池容量范围为180 kWh 至540 kWh，由两个马达组成。六个电池组，在组合总重 (GCW) 为 44 吨的情况下，一次充满电后的行驶里程可达 300 公里。

中国可望成为最大电动车市场

  • 近年来，电动车市场健康发展。成熟的亚洲市场对电动四轮车的采用将持续强劲。从绝对值来看，中国将成为最大的电动车市场。按照目前的轨迹，中国的采用率将达到 60%，到 2030 年，中国将占新电动车销量的 40% 以上。销量的激增归因于各个组织和政府为控制排放而实施的监管规范水平并推广零排放车辆。
  • 在许多方面，亚洲国家都处于气候变迁的最前线。亚洲拥有 100 个污染最严重的城市中的 93 个，以及十大气候脆弱国家中的 6 个。随着许多国家持续发展和城市化，该地区面临相对较高的能源需求。光是中国的能源消耗量就超过欧洲总能源消耗量的三倍多，这使得该国实现净零能源消耗的努力变得更加复杂。
  • 这迫使汽车製造商增加电动车的研发支出，最终使他们能够在未来销售电动车。这项策略对人们产生了强烈影响，因为购买模式从传统内燃机汽车转向电动车发生了相当大的变化。这种差异并没有减少内燃机汽车的销量，反而为当前和未来的电动车创造了一个充满希望的市场。
  • 亚洲品牌在该地区汽车消费支出中占据相当大的比例，而电动车领域也出现了类似的趋势。中国品牌已在E4W市场确立了强势地位。中国比亚迪2021年市占率成长了5%，五菱广受欢迎、价格实惠的宏光Mini EV上市一年内销售超过40万辆。 2017 年至 2021 年间，最畅销的 20 个电动车品牌中有 13 个是亚洲生产的。
  • 亚太地区各国政府启动了各种计划，鼓励买家选择电动车而不是传统汽车。印度、中国、韩国等国家对愿意购买电动车的人有许多激励措施。
  • 例如，2022年5月，北京市政府发布了《2022年北京市交通综合治理行动计画》。根据《行动计画》，北京市将推广低碳能源交通方式，加速公车、计程车等电动车由汽油转向电力的转变。
  • 因此，上述因素正在推动亚太地区电动车动力总成市场的成长。

电动车动力总成产业概况

罗伯特·博世有限公司、采埃孚股份公司、康明斯公司、德纳公司、吉凯恩公司和麦格纳国际等少数几家公司在电动车动力总成市场占据主导地位。参与者正在建立合作伙伴关係、收购、推出新产品并进行投资，以在竞争中保持领先。

例如，2023年6月，中山大洋汽车宣布计画在重庆市渝北区建造「大洋汽车新能源汽车动力总成系统及零件（重庆）研发製造基地」。该计画拟在重庆创新经济辖区设立专案公司，总投资约10亿元人民币（1.399亿美元），土地面积约73,333平方公尺。

额外的好处：

  • Excel 格式的市场估算 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章：简介

  • 研究假设
  • 研究范围

第 2 章：研究方法

第 3 章：执行摘要

第 4 章：市场动态

  • 市场驱动因素
    • 电动车销量的增加预计将推动市场
  • 市场限制
    • 基础设施缺乏可能会阻碍市场的成长
  • 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
    • 替代产品的威胁
    • 竞争激烈程度

第 5 章：市场细分

  • 成分
    • 传染
    • 马达
    • 电池
  • 推进类型
    • 纯电动车
    • 插电式混合动力汽车
  • 车辆
    • 搭乘用车
    • 商用车
  • 地理
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 挪威
      • 欧洲其他地区
    • 亚太
      • 中国
      • 日本
      • 印度
      • 韩国
      • 亚太其他地区
    • 世界其他地区
      • 南美洲
      • 中东和非洲

第 6 章：竞争格局

  • 供应商市占率
  • 公司简介
    • GKN PLC (Melrose Industries PLC)
    • Magna International Inc.
    • Hitachi Automotive Systems Ltd
    • Bosch Limited
    • Cummins Inc.
    • AVL List GmbH
    • Mitsubishi Electric Corp
    • BorgWarner Inc.

第 7 章：市场机会与未来趋势

简介目录
Product Code: 65261

The Electric Vehicle Powertrain Market size is estimated at USD 188.19 billion in 2024, and is expected to reach USD 425.10 billion by 2029, growing at a CAGR of 17.70% during the forecast period (2024-2029).

Electric Vehicle Powertrain - Market

Key Highlights

  • The COVID-19 pandemic had a negative impact on the market due to the global lockdown and social distancing norms, which halted the research and production from the assembly lines of many OEMs. This led to the downfall of automobile sales as a whole and, consequently, the electric vehicle powertrain market. However, with the rising inclination towards electric vehicles worldwide, the market is expected to revive economically and grow significantly during the forecast period.
  • For instance, in July 2023, IC Bus introduced the next-generation CE Series school bus, a redesigned and updated version of its flagship CE Series. The all-new CE Series' electric powertrain provides a quieter ride for drivers and passengers, as well as three levels of selectable regenerative braking for a smoother ride, battery efficiency, and operating experience. The electric powertrain option has a peak power of 255 kW (342 hp) and is ready for alternating current (AC) and direct current fast charging (DCFC).
  • Over the long term, the market for electric vehicles is expected to expand at a high rate, creating a high demand for automotive electric powertrains. There has been tremendous growth in electric vehicles all over the world. Major automotive component manufacturers have been investing in electric axle drives to capitalize on the increasing sales of electric and hybrid vehicles to increase their market share. Companies have been increasing production capacity, particularly in large electric vehicle markets, such as China, the United States, and the European region.
  • 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 in the near future. Additionally, the evolving partnerships between motor manufacturers and automotive companies are expected to expand the electric vehicle powertrain market globally.
  • For instance, in July 2023, McLaren Applied Ltd. and BOLD announced a collaboration to create high-performance electric powertrains. McLaren Applied has joined forces with BOLD to capitalize on the latter's expertise in designing and manufacturing high-performance, lightweight battery pack systems.
  • The electric motor market is expected to face challenges in procuring rare earth metals used in permanent magnets for synchronous motors, as the metals used in these motors are subject to export restrictions and supply risks. Apart from the growing activities in developing electric vehicles in the global market, depleting oil and gas reserves is also one of the major factors driving the automakers to shift from IC powertrain to electric powertrain.

EV Powertrain Market Trends

Increasing Sales of Electric Vehicles are Expected to Drive the Market

  • The expanding market for electric and hybrid vehicles is a major driver for the automotive powertrain market. There has been tremendous growth in the electric vehicle market all over the world.
  • The sales of electric vehicles are expected to rise, owing to a fall in the costs of batteries and technological improvements, like increased storage capacity, which has led to consumer adoption. As global temperatures are rising at an alarming rate, governments and industries worldwide have pledged to reduce greenhouse gas emissions.
  • Global plug-in vehicle sales reached 2,986,659 units in 2020, as opposed to a lower 2,123,872 units of total electric vehicles sold worldwide. Battery-electric vehicle sales reached an estimated 7.3 million in 2022, up from around 4.6 million in 2021. BEV sales have soared due to a number of factors, including an increased consumer interest in more sustainable transport and governmental regulations to curb direct transport emissions. In 2021, these sales more than doubled compared to 2020, and 2022 marks a new record in all-electric sales volume. This clearly shows the rising trend of electric vehicle growth in the market and the projected increase in market opportunities for the electric powertrain market.
  • The transportation sector has been one of the major focus areas, as transportation and mobility account for the second-largest share in emissions after electricity generation. The production and sales of electric vehicles globally have been growing rapidly, owing to a favorable regulatory environment, such as subsidies and tax exemptions for the industry and consumers in the European and Asia-Pacific regions.
  • Governments of major automotive markets, such as China and India, have pledged to allow only electric vehicles on their roads by 2030. Major automakers have also increased their investments in the development of electric vehicles to cater to the anticipated growth in demand for such cars in the coming decade.
  • For instance, in July 2023, Volvo Trucks Malaysia introduced the region's first fully electric Heavy Duty Prime Mover. The Volvo FH Electric, FM Electric, and FMX Electric models are powered by an electric powertrain with two or three motors producing up to 490 kW and 2,400 Nm of torque depending on the application, and battery capacity ranging from 180 kWh to 540 kWh from two to six battery packs, claiming up to 300 km of travel range on a single full charge at 44 tons gross combination weight (GCW).

China is Expected to Become the Largest Market for Electric Vehicles

  • The electric vehicle market witnessed healthy growth in recent years. The adoption of electric four-wheelers in mature Asian markets will continue to be strong. In absolute terms, China will become the largest EV market. On its current trajectory, China's adoption rate will reach 60%, and the country will account for more than 40% of total new EV sales by 2030. 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.
  • In many ways, Asian countries are at the forefront of climate change. Asia is home to 93 of the top 100 most polluted cities and six of the top ten climate-vulnerable countries. The region faces relatively high energy demand as many countries continue to grow and urbanize. China alone consumes more than three times the total energy used in Europe, complicating the country's efforts to achieve net zero energy consumption.
  • It forced the automakers to increase their expenditure on the R&D of electric vehicles, eventually allowing them to market electric cars in the future. This strategy strongly impacted people, as there was a considerable change in the purchase pattern from conventional IC engine vehicles to electric vehicles. The difference did not decrease the sales of IC engine vehicles but created a promising market for electric cars in the present and future.
  • Asian brands account for a sizable portion of consumer automotive spending in the region, and similar trends are emerging in EVs. Chinese brands have established strong positions in the E4W market. China's BYD increased its market share by 5% in 2021, and Wuling's popular and affordable Hongguang Mini EV sold more than 400,000 units within a year of its debut. Between 2017 and 2021, Asia produced 13 of the top 20 selling EV brands.
  • Governments across Asia-Pacific have initiated various schemes, encouraging buyers to choose electric vehicles over conventional ones. Countries like India, China, Korea, etc., have multiple incentives for people willing to buy electric cars.
  • For instance, in May 2022, the Beijing government released the "Action Plan for Comprehensive Traffic Management in Beijing in 2022". According to the action plan, Beijing will popularise low-carbon energy modes of transportation, accelerating the transition from gasoline to electricity on vehicles such as buses, taxis, and other EVs.
  • Therefore, the factors mentioned above are contributing to the growth of the electric vehicle powertrain market in the Asia-Pacific region.

EV Powertrain Industry Overview

Few players, such as Robert Bosch GmbH, ZF Friedrichshafen AG, Cummins Inc., Dana Incorporated, GKN PLC, and Magna International, dominate the electric vehicle powertrain market. The players are making partnerships, acquisitions, launching new products, and investing to be ahead of the competition.

For instance, in June 2023, Zhongshan Broad-ocean Motor Co., Ltd. announced plans to build the "Broad-ocean Motor New Energy Vehicle Powertrain System and Parts (Chongqing) R&D and Manufacturing Site" in Chongqing's Yubei District. The project is planned to have a project company established in an area under the jurisdiction of the Chongqing Innovation Economy with a total investment of about CNY 1 billion (USD 139.9 Million) and a land area of about 73,333 square meters.

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
    • 4.1.1 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
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Component
    • 5.1.1 Transmission
    • 5.1.2 Motors
    • 5.1.3 Battery
  • 5.2 Propoulsion Type
    • 5.2.1 Battery Electric Vehicle
    • 5.2.2 Plug-In Hybrid Electric Vehicle
  • 5.3 Vehicle
    • 5.3.1 Passenger Car
    • 5.3.2 Commercial Vehicle
  • 5.4 Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
      • 5.4.1.3 Rest of North America
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 United Kingdom
      • 5.4.2.3 France
      • 5.4.2.4 Norway
      • 5.4.2.5 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 China
      • 5.4.3.2 Japan
      • 5.4.3.3 India
      • 5.4.3.4 South Korea
      • 5.4.3.5 Rest of Asia-Pacific
    • 5.4.4 Rest of the World
      • 5.4.4.1 South America
      • 5.4.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 GKN PLC (Melrose Industries PLC)
    • 6.2.2 Magna International Inc.
    • 6.2.3 Hitachi Automotive Systems Ltd
    • 6.2.4 Bosch Limited
    • 6.2.5 Cummins Inc.
    • 6.2.6 AVL List GmbH
    • 6.2.7 Mitsubishi Electric Corp
    • 6.2.8 BorgWarner Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS