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市场调查报告书
商品编码
1851130

电动汽车增程器:市场份额分析、行业趋势、统计数据和成长预测(2025-2030 年)

Electric Vehicle Range Extender - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

全球讯号扩展器市场预计将从 2025 年的 13.3 亿美元成长到 2030 年的 23.8 亿美元,复合年增长率为 12.34%。

电动汽车增程器-市场-IMG1

这一成长轨迹反映了增程器技术作为传统内燃机汽车和纯电池式电动车之间桥樑解决方案的新兴作用,尤其是在充电基础设施建设滞后于电动车普及速度的情况下。增程器解决了「里程焦虑」这个根本难题,同时实现了更小巧、更经济的电池组,从而降低了整车重量和製造复杂性。各国政府目前正在强制推行零排放销售目标、都市区清洁空气区和车辆二氧化碳排放限制。因此,目标商标产品製造商 (OEM) 正在积极采用增程器,将其作为传统动力传动系统和纯电动车设计之间的实用桥樑。预计电池组价格将在 2024 年降至每千瓦时 139 美元,并在 2025 年回升至每千瓦时 113 美元,进一步提升混合动力汽车的成本效益。虽然欧洲目前处于领先地位,但亚太地区正经历最快的成长,这得益于中国消费者对长续航里程电动 SUV 的青睐以及区域供应商产能的扩张。

全球电动汽车增程器市场趋势与洞察

政府强制推行零排放政策加速了原始设备製造商的需求。

监管压力正在重塑动力传动系统蓝图。将于2024年生效的欧盟7排放标准要求重型卡车的氮氧化物排放量减少50%,促使製造商加快混合动力技术的研发。加州的「先进清洁汽车II」计画要求在2035年实现100%零排放销售,华盛顿州也采用了类似的标准,允许汽车製造商透过销售增程型车型获得合规积分。美国环保署(EPA)提案在2027年至2032年间实施相关规则,将车辆的平均排放排放降低至每英里82克。汽车製造商目前正优先考虑可扩展的架构,以同时满足纯电动和长距离续航,从而确保在全球市场的灵活性。

电池价格下降使得经济高效的混合动力架构成为可能

锂离子电池成本降至每千瓦时139美元,降低了系统总成本,使得原始设备製造商(OEM)能够在不达到成本目标的前提下,将紧凑型电池组与辅助发电机结合。向磷酸铁锂电池技术的转变提供了额外的利润空间,尤其对于循环寿命超过续航里程的商用车队而言更是如此。美国的《通货膨胀控制法案》和欧盟的投资计画正在推动电池生产的在地化,降低物流成本,并促进整合式增程器生产线的发展。 EUROBAT预测,到2035年,欧洲锂电池需求将成长八倍,从而增强有利于混合动力汽车布局的规模经济效益。

建置快速充电网路可以减少对扩展器的需求。

美国电动车协会(Electrify America)计划在2024年将其充电网路扩大25%,目标是建造5,000个高功率充电桩,以缩短平均充电时间。美国国家电动车基础设施计画(NEVI)计画投资50亿美元,到2028年建造50万个公共充电桩,光是加州就计画在2030年建造3.9万个直流快速充电桩。随着电动车普及率的提高,纯电动车变得越来越实用,对辅助发电机的需求也在下降,但农村货运仍面临缺口。

细分市场分析

到2024年,内燃机增程器仍将占据67.34%的市占率。该平台与现有的排放气体后处理系统、诊断工具和生产线相容,从而缩短了开发週期。然而,燃料电池增程器正以23.12%的复合年增长率快速发展,为实现本地零排放的高效能商用车产品蓝图提供了强力支撑。 Ceres Power和潇柴动力的固体氧化物燃料电池堆在稳定负载下可实现高电效率,使其适用于城市公车和货车。

固体氧化物燃料电池系统可相容于多种燃料,包括氢气、甲烷和氨气,随着氢气供应链的扩展,该系统能够有效抵御未来价格波动的影响。微型燃气涡轮增程器非常适合高性能汽车和航太原型高功率密度计划。例如, Delta Motorsports 的演示样机表明,一台 35kW 的微型燃气涡轮机比同等功率的活塞式发动机重量更轻,产生的排放也更少。自由活塞线性发电机和空气-锌化学技术目前仍停留在实验室阶段,尚未应用于展示室,但它们具有的长期颠覆性潜力已吸引了大量风险资金筹措。

到了2024年,电池组将占总市场价值的43.44%,凸显储能在任何架构中的核心作用。电池组必须提供约80-100公里的续航里程,以满足都市区通行法规的要求,同时又不能增加车辆重量,以免影响有效负载容量。儘管功率转换器的单价较高,但它是成长最快的组件,年复合成长率高达19.03%。先进的功率转换器负责在电池组、发电机和牵引马达之间传输能量,而新一代碳化硅元件可将损耗降低高达30%。

温度控管系统正逐渐成为关键组件类别,尤其是在燃料电池和固体氧化物燃料电池应用中,因为控制动作温度直接影响系统的效率和耐久性。对固体氧化物燃料电池系统的研究表明,热循环可靠性和燃料重整技术是关键的技术挑战,需要先进的温度控管解决方案。先进的电池管理系统和增程器控制策略的集成,推动了对能够管理多种能源来源并优化系统整体效率的先进电力电子设备的需求。组件供应商正致力于开发可灵活整合到各种增程器架构中的模组化设计,例如,采埃孚(ZF)等公司正在开发将发电机、逆变器和齿轮组整合在一个统一封装中的整合系统,以降低复杂性并提高可靠性。

增程器市场按类型(例如,内燃机增程器与燃料电池增程器、固体氧化物燃料电池增程器)、组件(例如,电池组与电动机、发电机)、车辆类型(例如,乘用车与轻型商用车)、功率输出(例如,小于30千瓦与30-60千瓦)以及地区进行细分。市场预测以价值(美元)和销售(台)为单位。

区域分析

在严格的车辆平均二氧化碳排放限制和即将实施的欧7排放标准的推动下,欧洲将引领增程器市场,预计2024年市占率将达到34.32%。该地区的汽车製造商正在利用现有的汽油发动机生产线,将其改造为E10燃料发动机,并将其与在本土超级工厂组装的磷酸锂铁锂电池组相结合。法国、德国和荷兰的市政当局已经开始强制要求在城区驾驶电动车,推动当地的配送车队转向串联式混合动力车。

亚太地区的复合年增长率为19.45%。这主要得益于中国远距电动车市场(预计2024年将占电动SUV销量的25%)的持续成长,即便纯电动车补贴正在减少。由于消费者对高速公路充电的担忧,增程式电动车(EREV)设计的大型SUV占据了註册量的60%的主导地位。在日本,政府的蓝图目标是到2035年实现100%的电动车(xEV)销售,这为传统汽车製造商的增程器平台留出了10年的时间,以便在扩大电池供应链的同时满足政策要求。在印度,城际巴士业者对要求车辆在夜间进行充电錶现出新的兴趣,但电网覆盖较弱的农村线路仍需要在白天使用发电机。

北美是第三个成长支柱,因为美国环保署收紧了中型卡车的温室气体排放法规,而且多个州也加入了加州的「先进清洁汽车II」计画。像Harbinger这样的新兴企业正在开发滑板式底盘,并配备模组化汽油或氢燃料电池增程器,作为可选的续航里程模组,出售给公用事业和市政服务车队。加拿大也推出了无污染燃料采购奖励措施,而墨西哥则利用《美国墨加协定》吸引代工製造商免税出口增程型货车。

其他福利:

  • Excel格式的市场预测(ME)表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 政府零排放指令推动了原始设备製造商的需求
    • 电池价格下降使得经济高效的混合动力架构成为可能。
    • 都市区的超低污染区促进了增程器的应用。
    • 电子商务最后一公里配送车队的快速成长
    • 静默守望混合动力传动系统国防采购(低调进行)
    • 矿业转向电池-柴油混合动力矿用卡车(悄悄进行)
  • 市场限制
    • 建置快速充电网路可以减少对扩展器的需求。
    • 与纯电动车相比,动力传动系统结构更为复杂。
    • 即将推出的欧8排放标准和加州空气资源委员会(CARB)法规将限制车内燃烧(悄悄实施)
    • 残值数据不足阻碍了车队融资(鲜为人知)
  • 价值链分析
  • 监管环境
  • 技术展望
  • 波特五力模型
    • 新进入者的威胁
    • 买方/消费者的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争对手之间的竞争

第五章 市场规模与成长预测

  • 按类型
    • ICE 增程器
    • 燃料电池增程器
    • 固体氧化物燃料电池增程器
    • 微型涡轮增压器
    • 其他新兴技术
  • 按组件
    • 电池组
    • 电动机
    • 发电机
    • 电源转换器
    • 控制单元
    • 温度控管系统
  • 按汽车等级
    • 搭乘用车
    • 轻型商用车
    • 大型商用车辆
    • 非公路用车
  • 透过输出
    • 小于30千瓦
    • 30-60 kW
    • 60-100 kW
    • 100千瓦或以上
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 荷兰
      • 挪威
      • 俄罗斯
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 韩国
      • 澳洲
      • 亚太其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 土耳其
      • 埃及
      • 南非
      • 其他中东和非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • MAHLE International GmbH
    • Rheinmetall Automotive AG
    • Ceres Power Holdings plc
    • Ballard Power Systems Inc.
    • AVL List GmbH
    • Magna International Inc.
    • Horizon Fuel Cell Technologies
    • Plug Power Inc.
    • Nissan Motor Co., Ltd.
    • BMW AG
    • General Motors Co.
    • Lotus Engineering
    • Nikola Corporation
    • REE Automotive
    • Wrightspeed
    • Tata Motors Ltd.
    • Toyota Motor Corporation
    • Ashok Leyland Ltd.
    • Hyundai Motor Company
    • Weichai Power Co., Ltd.
    • Cummins Inc.
    • Jiangling Motors Co., Ltd.

第七章 市场机会与未来展望

简介目录
Product Code: 67176

The global range extender market stood at USD 1.33 billion in 2025 and is projected to reach USD 2.38 billion by 2030, registering a 12.34% CAGR.

Electric Vehicle Range Extender - Market - IMG1

This growth trajectory reflects the technology's emerging role as a bridge solution between conventional internal combustion engines and pure battery electric vehicles, particularly as charging infrastructure development lags behind electric vehicle adoption rates. Range extenders address the fundamental challenge of "range anxiety" while enabling smaller, more cost-effective battery packs that reduce overall vehicle weight and manufacturing complexity. Governments now require zero-emission sales targets, urban clean-air zones, and fleet CO2 limits. So, original-equipment manufacturers (OEMs) are adopting range extenders as a practical bridge between conventional powertrains and full battery-electric designs. Battery pack prices fell to USD 139 per kWh in 2024 and are tracking toward USD 113 per kWh in 2025, further improving hybrid cost economics. Europe leads current deployment, yet Asia-Pacific shows the fastest expansion as Chinese consumers embrace extended-range electric SUVs and regional suppliers scale production capacity.

Global Electric Vehicle Range Extender Market Trends and Insights

Government Zero-Emission Mandates Accelerating OEM Demand

Regulatory pressure is reshaping powertrain roadmaps. Euro 7 limits that took effect in 2024 slash NOx for heavy-duty trucks by 50%, pushing manufacturers to hybridize quickly. California's Advanced Clean Cars II requires 100% zero-emission sales by 2035, and Washington State mirrors those standards, letting OEMs earn compliance credits from range-extended models. Proposed U.S. EPA rules for 2027-2032 would force average fleet emissions down to 82 g CO2/mile, making range extenders an attainable option while public charging rolls out. Automakers now prioritize scalable architectures that accept both battery-only and range-extended variants for flexibility across world markets.

Falling Battery Prices Enabling Cost-Efficient Hybrid Architectures

Lithium-ion cost declines to USD 139 per kWh lowered total system outlays, letting OEMs pair compact packs with auxiliary gensets without breaching cost targets. Shifts toward lithium-iron-phosphate chemistry add further margin, especially for commercial fleets where cycle life outweighs range. The U.S. Inflation Reduction Act and EU investment programs are localizing cell production, trimming logistics expenses, and favoring integrated range extender lines. EUROBAT forecasts an eightfold jump in European lithium battery demand by 2035, reinforcing economies of scale that benefit hybrid layouts.

Fast-Charging Network Build-Out Reducing Need for Extenders

Electrify America expanded its network 25% in 2024, targeting 5,000 high-power stalls that shrink average charge times. The U.S. NEVI program funnels USD 5 billion through 2028 to create 500,000 public ports, while California alone plans for 39,000 DC fast chargers by 2030. As coverage improves, pure BEVs become more practical, eroding some demand for auxiliary gensets, though rural freight still faces gaps.

Other drivers and restraints analyzed in the detailed report include:

  1. Urban Ultra-Low-Emission Zones Spurring Adoption
  2. Rapid Growth of Last-Mile E-Commerce Fleets
  3. High Drivetrain Complexity vs. BEV Alternatives

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

ICE range extenders maintained 67.34% of the range extender market share in 2024 because OEMs can reuse mature supply chains for small gasoline or gaseous-fuel engines. The platform accommodates existing emission after-treatment, diagnostic tools, and manufacturing lines, shortening development cycles. However, Fuel-cell range extenders are advancing at a 23.12% CAGR and anchor product roadmaps for high-efficiency commercial vehicles that must achieve zero local emissions. Solid-oxide stacks from Ceres Power and Weichai Power achieve high electrical efficiency at steady-state loads, making them viable for urban buses and distribution trucks.

Solid-oxide fuel-cell systems also tolerate multiple fuels-hydrogen, methane, and ammonia, allowing operators to hedge against future price swings as the hydrogen supply chain expands. Micro-turbine range extenders hold a niche for high-power-density projects such as performance cars and aerospace prototypes. Delta Motorsport's demonstrator, for example, shows how a 35-kW micro gas turbine can weigh less than a comparable piston engine while emitting fewer particulates. Although free-piston linear generators and zinc-air chemistries sit in laboratories rather than showrooms, their long-term disruption potential keeps venture funding active.

Battery packs accounted for 43.44% of total market value in 2024, underscoring the central role of energy storage in every architecture. Right-sizing remains a design balancing act: packs must deliver roughly 80-100 km of electric range to satisfy urban-access rules without inflating curb weight to the point of eroding payload. Despite higher unit cost, power converter exhibit the fastest component growth at a 19.03% CAGR because commercial fleets need long idle-free periods and low-temperature performance. Sophisticated power converters channel energy between the pack, generator, and traction motor, and next-generation silicon-carbide devices cut losses by up to 30%.

Thermal management systems are emerging as a critical component category, particularly for fuel cell and solid oxide fuel cell applications where operating temperature control directly impacts system efficiency and durability. Research on solid oxide fuel cell systems indicates that thermal cycling reliability and fuel reforming technologies represent key technical challenges requiring advanced thermal management solutions.The integration of advanced battery management systems with range extender control strategies is driving demand for sophisticated power electronics that can manage multiple energy sources while optimizing overall system efficiency. Component suppliers are focusing on modular designs that enable flexible integration across different range extender architectures, with companies like ZF developing integrated systems that combine generators, inverters, and gearsets in unified packages to reduce complexity and improve reliability.

The Range Extender Market is Segmented by Type (ICE and Fuel Cell Range Extender, Solid-Oxide Fuel Cell Range Extender and More), Component (Battery Pack and Electric Motor, Generator and More), Vehicle Class (Passenger Cars and Light Commercial Vehicles, and More), Power Output (Less Than 30 KW and 30-60 KW, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

Geography Analysis

Europe led the range extender market with 34.32% 2024 revenue share due to stringent fleet-average CO2 norms and the impending Euro 7 regime. OEMs there leverage existing gasoline engine lines converted for E10 fuel and pair them with lithium-iron-phosphate packs assembled in domestic gigafactories. City councils in France, Germany and the Netherlands already require electric operation inside urban cores, pushing local delivery fleets toward series hybrids.

Asia-Pacific advances at a 19.45% CAGR because China's extended-range electric vehicle segment-accounting for 25% of 2024 electric SUV sales-continues scaling even as pure BEV subsidies taper. EREV designs dominate large-SUV registrations at 60% share thanks to consumer anxiety over highway charging. In Japan, the government roadmap targets 100% xEV sales by 2035, leaving a decade-long window where range-extender platforms help legacy manufacturers satisfy policy while battery supply chains ramp. India sees emerging interest from intercity bus operators that need overnight depot charging but still require daytime generator use for rural routes with weak grid access.

North America makes up the third growth pillar as the Environmental Protection Agency tightens greenhouse-gas standards for medium-duty trucks and several states align with California's Advanced Clean Cars II. Start-ups such as Harbinger develop skateboard chassis with modular gasoline or hydrogen fuel-cell extenders as optional range modules, marketing them to utilities and municipal service fleets. Canada follows with clean-fuel purchase incentives, while Mexico attracts contract manufacturers leveraging the United States-Mexico-Canada Agreement to export range-extended delivery vans tariff-free.

  1. MAHLE International GmbH
  2. Rheinmetall Automotive AG
  3. Ceres Power Holdings plc
  4. Ballard Power Systems Inc.
  5. AVL List GmbH
  6. Magna International Inc.
  7. Horizon Fuel Cell Technologies
  8. Plug Power Inc.
  9. Nissan Motor Co., Ltd.
  10. BMW AG
  11. General Motors Co.
  12. Lotus Engineering
  13. Nikola Corporation
  14. REE Automotive
  15. Wrightspeed
  16. Tata Motors Ltd.
  17. Toyota Motor Corporation
  18. Ashok Leyland Ltd.
  19. Hyundai Motor Company
  20. Weichai Power Co., Ltd.
  21. Cummins Inc.
  22. Jiangling Motors Co., Ltd.

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions & Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Government zero-emission mandates accelerating OEM demand
    • 4.2.2 Falling battery prices enabling cost-efficient hybrid architectures
    • 4.2.3 Urban ultra-low-emission zones spurring range-extender adoption
    • 4.2.4 Rapid growth of last-mile e-commerce fleets
    • 4.2.5 Defense procurement of silent-watch hybrid powertrains (under-the-radar)
    • 4.2.6 Mining industry shift to battery-diesel hybrid haul trucks (under-the-radar)
  • 4.3 Market Restraints
    • 4.3.1 Fast-charging network build-out reducing need for extenders
    • 4.3.2 High drivetrain complexity vs. BEV alternatives
    • 4.3.3 Upcoming Euro 8 and CARB rules limiting onboard combustion (under-the-radar)
    • 4.3.4 Limited residual-value data hindering fleet financing (under-the-radar)
  • 4.4 Value-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Buyers/Consumers
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitute Products
    • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD) and Volume (Units))

  • 5.1 By Type
    • 5.1.1 ICE Range Extender
    • 5.1.2 Fuel Cell Range Extender
    • 5.1.3 Solid-Oxide Fuel Cell Range Extender
    • 5.1.4 Micro-Turbine Range Extender
    • 5.1.5 Other Emerging Technologies
  • 5.2 By Component
    • 5.2.1 Battery Pack
    • 5.2.2 Electric Motor
    • 5.2.3 Generator
    • 5.2.4 Power Converter
    • 5.2.5 Control Unit
    • 5.2.6 Thermal Management System
  • 5.3 By Vehicle Class
    • 5.3.1 Passenger Cars
    • 5.3.2 Light Commercial Vehicles
    • 5.3.3 Heavy Commercial Vehicles
    • 5.3.4 Off-Highway Vehicles
  • 5.4 By Power Output
    • 5.4.1 Less than 30 kW
    • 5.4.2 30 - 60 kW
    • 5.4.3 60 - 100 kW
    • 5.4.4 More than 100 kW
  • 5.5 By 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 Germany
      • 5.5.2.2 United Kingdom
      • 5.5.2.3 France
      • 5.5.2.4 Italy
      • 5.5.2.5 Spain
      • 5.5.2.6 Netherlands
      • 5.5.2.7 Norway
      • 5.5.2.8 Russia
      • 5.5.2.9 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 China
      • 5.5.3.2 Japan
      • 5.5.3.3 India
      • 5.5.3.4 South Korea
      • 5.5.3.5 Australia
      • 5.5.3.6 Rest of Asia-Pacific
    • 5.5.4 Middle East and Africa
      • 5.5.4.1 Saudi Arabia
      • 5.5.4.2 United Arab Emirates
      • 5.5.4.3 Turkey
      • 5.5.4.4 Egypt
      • 5.5.4.5 South Africa
      • 5.5.4.6 Rest of Middle East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products & Services, and Recent Developments)
    • 6.4.1 MAHLE International GmbH
    • 6.4.2 Rheinmetall Automotive AG
    • 6.4.3 Ceres Power Holdings plc
    • 6.4.4 Ballard Power Systems Inc.
    • 6.4.5 AVL List GmbH
    • 6.4.6 Magna International Inc.
    • 6.4.7 Horizon Fuel Cell Technologies
    • 6.4.8 Plug Power Inc.
    • 6.4.9 Nissan Motor Co., Ltd.
    • 6.4.10 BMW AG
    • 6.4.11 General Motors Co.
    • 6.4.12 Lotus Engineering
    • 6.4.13 Nikola Corporation
    • 6.4.14 REE Automotive
    • 6.4.15 Wrightspeed
    • 6.4.16 Tata Motors Ltd.
    • 6.4.17 Toyota Motor Corporation
    • 6.4.18 Ashok Leyland Ltd.
    • 6.4.19 Hyundai Motor Company
    • 6.4.20 Weichai Power Co., Ltd.
    • 6.4.21 Cummins Inc.
    • 6.4.22 Jiangling Motors Co., Ltd.

7 Market Opportunities & Future Outlook

  • 7.1 White-space & Unmet-Need Assessment