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市场调查报告书
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1934902

汽车零件：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

Automotive Parts - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
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

2025年汽车零件市场价值为1,115.3亿美元，预计到2031年将达到1,462.3亿美元，而2026年为1,166.7亿美元。

预计在预测期（2026-2031 年）内，复合年增长率将达到 4.61%。

汽车零件市场-IMG1

汽车产量不断增长、全球车龄化带来的稳定售后市场需求以及加速推进的电气化进程，共同支撑着这条温和的成长轨迹。电动动力传动系统正在降低对某些内燃机零件的需求，同时将收入来源转向更高价值的电气和电子元件。数位商务正在重塑全球零件通路，将成千上万的小规模供应商纳入正规的价值链。亚太地区拥有结构性的成本优势、大规模的製造业基础和深厚的本地需求，使其在采购新车方面占据了不成比例的优势。同时，半导体短缺、原材料成本波动以及日益严格的数据存取法规仍然是可能影响季度产量和盈利的关键不利因素。

全球汽车零件市场趋势与洞察

全球汽车产量增加

预计2023年全球汽车产量将达到9,050万辆，恢復新冠疫情前的水平，但2024年将放缓至8,850万辆，之后再次回升。产量的成长与原厂配套和售后市场零件需求的增加直接相关，尤其是在汽车保有量持续成长的新兴市场。中国正转型为主要出口低成本内燃机汽车和电动车的净出口国，这正在重塑全球供应链，并为零零件供应商创造新的需求模式。向「多能源」生产线的转型使製造商能够在应对市场不确定性的同时，保持不同动力传动系统技术零件需求的稳定性。

软体定义车辆需要可升级的硬体

预计未来几年汽车软体市场将迎来强劲成长，业内高阶主管预测，到2035年，汽车将实现软体定义和人工智慧驱动。这项转型需要一种截然不同的硬体架构，以支援空中下载（OTA）更新和持续的功能增强。与传统的固定功能汽车零件不同，软体定义汽车需要一个模组化、可升级的硬体平台，以适应车辆生命週期内不断变化的软体需求。这种转变正在推动对高效能运算单元、先进感测器和可远端重新编程的灵活电控系统（ECU）的需求，从而为这些先进零件的供应商创造新的商机。

半导体持续短缺

儘管采取了復苏措施，汽车半导体市场仍面临供应紧张的局面，在短缺高峰期，该产业的产量下降幅度高达40%。汽车产业向软体定义汽车的转型预计将使每辆车的半导体成本从2023年的800美元增加到2030年的1,350美元。由于生产区域集中以及汽车级零件采购前置作业时间长，供应链的脆弱性仍然存在。此次短缺对高级驾驶辅助系统（ADAS）和资讯娱乐系统组件的影响尤其严重，迫使原始设备製造商（OEM）优先分配晶片，并在某些情况下，为了维持生产进度，不得不从车辆中移除某些功能。

细分市场分析

到2025年，电气和电子元件将占据最大的市场份额，达到29.56%，预计到2031年将以9.12%的复合年增长率实现最快增长。这两个细分市场的主导地位反映了汽车产业向联网汽车、自动驾驶和电动车的根本性转变，而这些转变需要先进的电子系统。一辆现代汽车平均包含80个感测器和100个电子单元，预计到2030年，电子元件将占新车成本的50%。此细分市场包括ADAS（高级驾驶辅助系统）、资讯娱乐平台、电池管理系统和V2X（车联网）模组等关键系统。

传动系统和动力传动系统总成部件正面临复杂的变革时期，传统内燃机部件的需求不断下降，而电动动力传动系统部件的需求却在快速成长。内装和外观设计受益于优质化趋势和对使用者体验日益重视，座舱技术正成为关键的差异化因素，尤其是在软体定义车辆中。车身和底盘部件也在不断发展，以适应新型材料和轻量化要求。同时，车轮和轮胎市场保持相对稳定，其成长主要得益于老旧车辆的更换需求以及全球汽车保有量的成长。

到2025年，内燃机汽车仍将维持75.88%的最大市场份额，这反映出现有车辆的普及以及许多全球市场持续的生产。然而，在监管要求、电池技术进步和充电基础设施扩展的推动下，电池式电动车（BEV）将成为成长最快的细分市场，年复合成长率高达34.1%。到2024年，全球电动车产量将达到1,730万辆，其中中国产量将达到1,240万辆，占全球总产量的70%以上。

混合动力汽车和插电式混合动力汽车属于过渡性技术，需要同时具备电动动力传动系统和内燃机的零件，这增加了供应商的复杂性，也使需求模式多样化。燃料电池电动车目前仍属于小众市场，但在商用车领域前景广阔，因为氢的能量密度优势在那里更为显着。动力系统配置因地区而异，中国和欧洲在电气化方面处于领先地位。同时，北美和新兴市场仍保持着较高的内燃机汽车份额，这就要求供应商保持灵活的生产能力，以适应多种动力传动系统技术。

区域分析

亚太地区将保持主导地位，到2025年市场份额将达到45.31%，并在2031年之前以6.19%的复合年增长率引领区域增长，这主要得益于中国汽车製造业的优势和不断扩大的国内市场。预计2024年，中国将生产1,240万辆电动车，占全球电动车产量的70%以上，并转型为汽车净出口国。这种生产国和出口国的双重角色，使得国内外汽车零件的需求都大幅成长。预计到2028年，印度汽车售后市场规模将达到140亿美元，主要得益于汽车保有量的成长和售后服务需求的增加。日本将继续发挥其在先进零件领域的技术优势，包括混合动力传动系统和精密製造技术。同时，韩国则专注于电动车技术和用于汽车应用的半导体解决方案。

北美和欧洲是拥有成熟汽车生态系统的成熟市场，但在适应产业转型方面面临独特的挑战。规模达640亿欧元的欧洲汽车售后市场正面临经济波动、监管变化以及向电动车转型带来的压力，因为电动车无需传统的维护服务。该地区的独立售后市场占市场份额的60%，这主要得益于老龄化车队和注重预算的消费者，但预计在2026年后，由于电动车普及的影响，其增长速度将会放缓。北美受益于近岸外包趋势和支持本土电动车生产的抗通膨立法，但贸易政策和来自中国汽车製造商的竞争可能会对其市场造成衝击。

南美、中东和非洲等新兴市场虽然目前市占率较小，但展现出巨大的成长潜力。受美国电动车产量扩张和对电子元件需求成长的推动，墨西哥汽车零件产业预计在2024年将吸引超过25亿美元的外国直接投资，较去年同期成长23.5%。在中东和北非地区，2024年第一季宣布了11个新的汽车计划，总投资额超过29亿美元，其中沙乌地阿拉伯投资13亿美元的电动车製造综合体项目主导。这些地区政府主导的旨在发展汽车产业和降低进口依赖的倡议，正在为国内外零件供应商创造商机。

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
    • 全球汽车产量增加
    • 适用于软体定义车辆 (SDV) 的可升级硬件
    • 老旧车队推动售后市场支出增加
    • 电子商务零件平台快速成长
    • 「维修权」立法提高了独立服务提供者的份额
    • 促进尖端材料零件的轻量化
  • 市场限制
    • 半导体持续短缺
    • 由于向电动车的转型，对内燃机零件的需求下降
    • 原物料价格波动正在扰乱我们的成本结构。
    • 主要製造地劳动力短缺
  • 价值/供应链分析
  • 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
  • 主要供应商资讯（按类型）

第五章 市场规模及成长预测（价值（美元））

  • 按类型
    • 传动系统和动力传动系统
    • 内部和外部
    • 电气和电子设备
    • 车身和底盘
    • 车轮和轮胎
    • 其他类型
  • 透过推进力
    • 内燃机
    • 电池式电动车
    • 油电混合车
    • 插电式混合动力电动车
    • 燃料电池电动车
  • 按车辆类型
    • 搭乘用车
    • 商用车辆
  • 按销售管道
    • OEM
    • 售后市场
  • 按地区
    • 北美洲
      • 我们
      • 加拿大
      • 北美其他地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 俄罗斯
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 韩国
      • 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
      • 埃及
      • 土耳其
      • 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
    • Robert Bosch GmbH
    • Continental AG
    • Denso Corporation
    • ZF Friedrichshafen AG
    • Magna International Inc.
    • Valeo SA
    • Hyundai Mobis Co. Ltd
    • Faurecia SE
    • Lear Corporation
    • Aisin Corporation
    • Aptiv Plc
    • BorgWarner Inc.
    • Schaeffler AG
    • Cummins Inc.
    • CATL
    • Tenneco Inc.
    • Brembo SpA
    • Mando Corporation
    • ACDelco（GM Genuine Parts）
    • Nidec Corporation

第七章 市场机会与未来展望

简介目录
Product Code: 50002668

The automotive parts market was valued at USD 111.53 billion in 2025 and estimated to grow from USD 116.67 billion in 2026 to reach USD 146.23 billion by 2031, at a CAGR of 4.61% during the forecast period (2026-2031).

Automotive Parts - Market - IMG1

Higher vehicle production volumes, steady aftermarket demand from an aging global fleet, and accelerating electrification together sustain this moderate growth path. Electrified powertrains shift revenue pools toward high-value electrical and electronic content, even as they reduce demand for some internal-combustion components. Digital commerce is redrawing global distribution routes for spare parts, bringing thousands of smaller suppliers into the formal supply chain. Asia-Pacific holds structural cost advantages, extensive manufacturing scale, and deep local demand, allowing the region to capture disproportionate gains in new-model sourcing. Meanwhile, semiconductor constraints, volatile raw-material input costs, and stricter data-access rules remain primary headwinds that can distort quarterly output and profitability.

Global Automotive Parts Market Trends and Insights

Rise in Global Vehicle Production

Global automotive production reached 90.5 million units in 2023, returning to pre-COVID levels, though production is expected to moderate to 88.5 million units in 2024 before recovering. This production expansion directly correlates with increased demand for both original equipment and aftermarket parts, particularly in emerging markets where vehicle ownership rates continue to climb. China's transformation into a net vehicle exporter, primarily of low-cost internal combustion engine and electric vehicles, reshapes global supply chains and creates new demand patterns for component suppliers. The shift toward "multi-energy" production lines allows manufacturers to adapt quickly to market uncertainties while maintaining consistent parts demand across different powertrain technologies.

Software-Defined Vehicles Requiring Upgradeable Hardware

The automotive software market is projected to demonstrate strong growth over the next few years, with industry executives believing vehicles will be software-defined and AI-powered by 2035. This transformation requires fundamentally different hardware architectures supporting over-the-air updates and continuous feature enhancements. Unlike traditional automotive components with fixed functionality, software-defined vehicles demand modular, upgradeable hardware platforms to accommodate evolving software requirements throughout the vehicle's lifecycle. This shift drives demand for high-performance computing units, advanced sensors, and flexible electronic control units that can be reprogrammed remotely, creating new revenue opportunities for suppliers capable of delivering these sophisticated components.

Persistent Semiconductor Shortages

The automotive semiconductor market faces continued supply constraints despite recovery efforts, with the industry experiencing production reductions of up to 40% during peak shortage periods. The automotive sector's transition to software-defined vehicles is increasing semiconductor content per vehicle from USD 800 in 2023 to an expected USD 1,350 by 2030. Supply chain vulnerabilities persist due to concentrated production in specific geographic regions and the long lead times required for automotive-grade components. The shortage particularly impacts advanced driver assistance systems and infotainment components, forcing OEMs to prioritize chip allocation and sometimes remove features from vehicles to maintain production schedules.

Other drivers and restraints analyzed in the detailed report include:

  1. Rapid Growth of E-commerce Parts Platforms
  2. "Right-to-Repair" Legislation Widening Independent Service Share
  3. EV Shift Eroding Demand for ICE-Specific Parts

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

Segment Analysis

Electrical and electronics components command the largest market share at 29.56% in 2025 while achieving the fastest growth rate of 9.12% CAGR through 2031. This dual leadership reflects the automotive industry's fundamental shift to ward connected, autonomous, and electrified vehicles that require sophisticated electronic systems. Modern vehicles average 80 sensors and 100 electronic units, with electronic components expected to comprise 50% of a new car's cost by 2030. The segment encompasses critical systems including advanced driver assistance systems (ADAS), infotainment platforms, battery management systems, and vehicle-to-everything communication modules.

Driveline and powertrain components face a complex transition as traditional internal combustion engine parts experience declining demand while electric powertrain components surge. Interior and exterior segments benefit from premiumization trends and increased focus on user experience, particularly in software-defined vehicles where cabin technology becomes a key differentiator. Body and chassis components are evolving to accommodate new materials and lightweighting requirements. At the same time, wheel and tire segments remain relatively stable, with growth driven by replacement demand from aging vehicle fleets and expanding global vehicle populations.

Internal combustion engine vehicles maintain the largest market share at 75.88% in 2025, reflecting the installed base of existing vehicles and continued production in many global markets. However, battery-electric vehicles represent the fastest-growing segment with an extraordinary 34.1% CAGR, driven by regulatory mandates, improving battery technology, and expanding charging infrastructure. Global electric car production reached 17.3 million units in 2024, with China producing 12.4 million vehicles and dominating over 70% of global output.

Hybrid and plug-in hybrid electric vehicles serve as transitional technologies, requiring components for electric and combustion powertrains, creating complexity for suppliers and diversifying demand patterns. Fuel-cell electric vehicles remain a niche segment but show promise in commercial vehicle applications where hydrogen's energy density advantages become more pronounced. The propulsion mix varies significantly by region, with China and Europe leading electrification. At the same time, North America and emerging markets maintain higher ICE shares, requiring suppliers to maintain flexible production capabilities across multiple powertrain technologies.

The Automotive Parts Market Report is Segmented by Type (Driveline and Powertrain, Electrical and Electronics, and More), Propulsion (Internal Combustion Engine, Battery-Electric Vehicle, and More), Vehicle Type (Passenger Car and Commercial Vehicle), Sales Channel (OEM and Aftermarket), and Geography (North America, South America, Europe, Asia-Pacific and More). The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia-Pacific maintains its dominant position with 45.31% market share in 2025 and leads regional growth at 6.19% CAGR through 2031, driven by China's automotive manufacturing supremacy and expanding domestic markets. China produced 12.4 million electric vehicles in 2024, representing over 70% of global electric car output, while transforming into a net vehicle exporter. This dual role as producer and exporter creates substantial demand for automotive parts both domestically and for export vehicles. India's automotive aftermarket is projected to reach USD 14 billion by 2028, supported by increasing vehicle ownership and growing demand for aftermarket services. Japan continues to leverage its technological expertise in advanced components, particularly in hybrid powertrains and precision manufacturing. At the same time, South Korea focuses on electric vehicle technologies and semiconductor solutions for automotive applications.

North America and Europe represent mature markets with established automotive ecosystems but face distinct challenges in adapting to industry transformation. Europe's automotive aftermarket, valued at EUR 64 billion, confronts pressure from economic volatility, regulatory changes, and the transition to electric vehicles that require fewer traditional maintenance services. The region's independent aftermarket holds a 60% market share, driven by aging vehicles and budget-conscious consumers, but growth is expected to slow post-2026 due to EV adoption. North America benefits from nearshoring trends and the Inflation Reduction Act's support for domestic EV production, though the market faces potential disruption from trade policies and Chinese automotive competition.

Emerging markets in South America, the Middle East, and Africa demonstrate significant growth potential despite smaller current market shares. Mexico's auto parts sector attracted over USD 2.5 billion in foreign direct investment in 2024, representing a 23.5% increase driven by electric vehicle production growth in the U.S. and rising demand for electric components. The Middle East and North Africa region saw 11 new automotive projects with investments exceeding USD 2.9 billion in Q1 2024, led by Saudi Arabia's USD 1.3 billion electric vehicle manufacturing complex. These regions benefit from government initiatives to develop local automotive capabilities and reduce dependence on imports, creating opportunities for domestic and international parts suppliers.

  1. Robert Bosch GmbH
  2. Continental AG
  3. Denso Corporation
  4. ZF Friedrichshafen AG
  5. Magna International Inc.
  6. Valeo SA
  7. Hyundai Mobis Co. Ltd
  8. Faurecia SE
  9. Lear Corporation
  10. Aisin Corporation
  11. Aptiv Plc
  12. BorgWarner Inc.
  13. Schaeffler AG
  14. Cummins Inc.
  15. CATL
  16. Tenneco Inc.
  17. Brembo SpA
  18. Mando Corporation
  19. ACDelco (GM Genuine Parts)
  20. Nidec Corporation

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions and 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 Rise in global vehicle production
    • 4.2.2 Software-defined vehicles requiring upgradeable hardware
    • 4.2.3 Aging vehicle fleet boosting aftermarket spend
    • 4.2.4 Rapid growth of e-commerce parts platforms
    • 4.2.5 Right-to-repair" legislation widening independent service share"
    • 4.2.6 Light-weighting push for advanced material components
  • 4.3 Market Restraints
    • 4.3.1 Persistent semiconductor shortages
    • 4.3.2 EV shift eroding demand for ICE-specific parts
    • 4.3.3 Volatile raw material prices disrupting cost structures
    • 4.3.4 Labor shortages in key manufacturing hubs
  • 4.4 Value/Supply-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
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Competitive Rivalry
  • 4.8 Key Supplier Information By Type

5 Market Size and Growth Forecasts (Value (USD))

  • 5.1 By Type
    • 5.1.1 Driveline and Powertrain
    • 5.1.2 Interior and Exterior
    • 5.1.3 Electrical and Electronics
    • 5.1.4 Body and Chassis
    • 5.1.5 Wheel and Tires
    • 5.1.6 Other Types
  • 5.2 By Propulsion
    • 5.2.1 Internal Combustion Engine
    • 5.2.2 Battery-Electric Vehicle
    • 5.2.3 Hybrid Electric Vehicle
    • 5.2.4 Plug-in Hybrid Electric Vehicle
    • 5.2.5 Fuel-Cell Electric Vehicle
  • 5.3 By Vehicle Type
    • 5.3.1 Passenger Car
    • 5.3.2 Commercial Vehicle
  • 5.4 By Sales Channel
    • 5.4.1 Original Equipment Manufacturer (OEM)
    • 5.4.2 Aftermarket
  • 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 South America
      • 5.5.2.1 Brazil
      • 5.5.2.2 Argentina
      • 5.5.2.3 Rest of South America
    • 5.5.3 Europe
      • 5.5.3.1 Germany
      • 5.5.3.2 United Kingdom
      • 5.5.3.3 France
      • 5.5.3.4 Italy
      • 5.5.3.5 Spain
      • 5.5.3.6 Russia
      • 5.5.3.7 Rest of Europe
    • 5.5.4 Asia-Pacific
      • 5.5.4.1 China
      • 5.5.4.2 Japan
      • 5.5.4.3 India
      • 5.5.4.4 South Korea
      • 5.5.4.5 Rest of APAC
    • 5.5.5 Middle East and Africa
      • 5.5.5.1 Saudi Arabia
      • 5.5.5.2 United Arab Emirates
      • 5.5.5.3 Egypt
      • 5.5.5.4 Turkey
      • 5.5.5.5 South Africa
      • 5.5.5.6 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 and Services, SWOT Analysis, and Recent Developments)
    • 6.4.1 Robert Bosch GmbH
    • 6.4.2 Continental AG
    • 6.4.3 Denso Corporation
    • 6.4.4 ZF Friedrichshafen AG
    • 6.4.5 Magna International Inc.
    • 6.4.6 Valeo SA
    • 6.4.7 Hyundai Mobis Co. Ltd
    • 6.4.8 Faurecia SE
    • 6.4.9 Lear Corporation
    • 6.4.10 Aisin Corporation
    • 6.4.11 Aptiv Plc
    • 6.4.12 BorgWarner Inc.
    • 6.4.13 Schaeffler AG
    • 6.4.14 Cummins Inc.
    • 6.4.15 CATL
    • 6.4.16 Tenneco Inc.
    • 6.4.17 Brembo SpA
    • 6.4.18 Mando Corporation
    • 6.4.19 ACDelco (GM Genuine Parts)
    • 6.4.20 Nidec Corporation

7 Market Opportunities and Future Outlook

  • 7.1 White-space and Unmet-Need Assessment