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全球汽车电气化市场 2023-2030Global Vehicle Electrification Market 2023-2030 |
预计在预测期内(2023-2030 年),全球汽车电气化市场将以 12.2% 的CAGR显着成长。促进电动车采用的不断增长的激励措施和政策是支持全球市场成长的关键因素。根据国际能源总署 (IEA) 的数据,2022 年 5 月,电动车补贴和激励方面的公共支出比 2021 年几乎翻了一番,达到近 300 亿美元。越来越多的国家承诺在未来几十年逐步淘汰内燃机或製定雄心勃勃的汽车电气化目标。市场参与者也专注于推出汽车电气化解决方案,以进一步促进市场成长。例如,2023 年2 月,日产汽车宣布加快电动化策略,计划在2030 年推出23 辆电动车,其中包括15 辆电动车。针对客户需求和商业环境的变化,日产汽车修订了计划,以进一步推进电动化策略。加快电气化进程。
全球汽车电气化市场按产品、混合动力和车型进行细分。根据产品,市场细分为电动辅助转向器、电动空调压缩机、电动真空帮浦、电动油泵、电动水泵、整合式启动发电机、执行器及其他(液体加热器PTC、启动马达)。根据混合动力,市场细分为内燃机(ICE)和微混合动力车、混合动力电动车(HEV)、插电式混合动力电动车(PHEV)和纯电动车(BEV)。此外,根据车辆类型,市场分为乘用车和商用车。在混合动力汽车中,插电式混合动力汽车(PHEV)子细分市场预计将占据相当大的市场份额,因为增程型汽车的发展以及传统混合动力汽车加油潜力的增长,同时使驾驶员能够使用电池电力。
在各类车型中,商用车细分市场预计将在全球汽车电动化市场中占据相当大的份额。该部门的成长归因于全球商用车的车辆电气化技术和配套基础设施的不断发展。满足商用车市场的要求。模组化使製造商能够使用完整的电动动力总成系统,或「混合搭配」其组件。例如,2022年5月,采埃孚推出了AxTrax 2,这是用于商用车的下一代电动动力系统。适用于轻型、中型和重型车辆的整合式模组化电动动力总成系统是采埃孚最新的电动车解决方案,旨在帮助支援产业转型为更永续的未来。
全球汽车电气化市场根据地理位置进一步细分,包括北美(美国和加拿大)、欧洲(英国、义大利、西班牙、德国、法国和欧洲其他地区)、亚太地区(印度、中国、日本) 、韩国和亚洲其他地区)以及世界其他地区(中东和非洲以及拉丁美洲)。其中,亚太地区预计将在全球市场中占据显着份额,因为电池技术的进步可以延长续航里程,使电动商用车更适合各种应用。
在所有地区中,预计北美地区在预测期内将以显着的CAGR成长。区域成长归因于充电基础设施的扩张以及原始设备製造商在汽车电气化开发方面的主要支出。根据美国劳工统计局的数据,2023年2月,到2030年美国电动车销量可能达到乘用车总销量的40.0%,更乐观的预测预计到2030年电动车销量将超过50.0%。
电动马达、电力电子设备和变速箱组合成一个模组,以具有竞争力的成本提供改进的性能和续航里程。例如,2023 年 2 月,Stellantis NV 宣布在印第安纳州三家工厂投资 1.55 亿美元,以支持北美电气化目标。生产新型电力驱动模组 (EDM),为北美组装的未来电动车提供动力,并支援到 2030 年美国电池电动车销量达到 50.0% 的目标。EDM 为电动车动力总成提供一体化解决方案,以具有竞争力的成本提高性能。
Global Vehicle Electrification Market Size, Share & Trends Analysis Report by Product (Electric Power Steering, Electric Air Conditioner Compressor, Electric Vacuum Pump, Electric Oil Pump, Electric Water Pump, Integrated Starter Generator, Actuators and Others (Liquid Heater PTC, Starter Motor), by Hybridization (Internal Combustion Engine (ICE) & Micro-hybrid Vehicle, Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Battery Electric Vehicle (BEV), and by Vehicle Type (Passenger vehicle and Commercial vehicle), Forecast Period (2023-2030)
The global vehicle electrification market is anticipated to grow at a significant CAGR of 12.2% during the forecast period (2023-2030). The growing incentives and policies promoting electric vehicle adoption is the key factor supporting the growth of the market globally. According to the International Energy Agency (IEA), in May 2022, public spending on subsidies and incentives for EVs nearly doubled in 2021 to nearly $30 billion. A growing number of countries have pledged to phase out internal combustion engines or have ambitious vehicle electrification targets for the coming decades. The market players are also focusing on introducing vehicle electrification solutions that further bolster the market growth. For instance, in February 2023, Nissan Motor Corp. announced to accelerated electrification strategy, a plan to 23 electrified vehicles, including 15 EVs, by 2030. In response to changes in customer needs and the business environment, Nissan has revised its plan to further accelerate electrification.
The global vehicle electrification market is segmented on the product, hybridization, and vehicle type. Based on the product, the market is sub-segmented into electric power steering, electric air conditioner compressor, electric vacuum pump, electric oil pump, electric water pump, integrated starter generator, actuators and others (liquid heater PTC, starter motor). Based on the hybridization, the market is sub-segmented into internal combustion engine (ICE) & micro-hybrid vehicles, hybrid electric vehicles (HEV), plug-in hybrid electric vehicles (PHEV) and battery electric vehicles (BEV). Further, on the basis of vehicle type, the market is sub-segmented into passenger vehicles and commercial vehicles. Among the hybridization, the plug-in hybrid electric vehicle (PHEV) sub-segment is anticipated to hold a considerable share of the market owing to the rise in the development of extended range and potential for refueling of conventional hybrids while enabling drivers to use battery electric power.
Among the vehicle types, the commercial vehicle sub-segment is expected to hold a considerable share of the global vehicle electrification market. The segmental growth is attributed to the growing vehicle electrification technology and supporting infrastructure for commercial vehicles globally. To meet the requirements of the commercial vehicle market. Modularity enables manufacturers to use full e-powertrain systems, or 'mix and match' their components. For instance, in May 2022, ZF launched AxTrax 2, a next-generation e-powertrain system for commercial vehicles. The integrated and modular e-powertrain system for light, medium and heavy-duty vehicles is ZF's latest e-mobility solution to help support the industry's transformation toward a more sustainable future.
The global vehicle electrification market is further segmented based on geography including North America (the US, and Canada), Europe (UK, Italy, Spain, Germany, France, and the Rest of Europe), Asia-Pacific (India, China, Japan, South Korea, and Rest of Asia), and the Rest of the World (the Middle East & Africa, and Latin America. Among these, Asia-Pacific is anticipated to hold a prominent share of the market across the globe, owing to the advancements in battery technology that have allowed for extended ranges, making electric commercial vehicles more practical for various applications.
Among all regions, the North America is anticipated to grow at a significant CAGR over the forecast period. Regional growth is attributed to the expansion of charging infrastructure and major expenditures by OEMs in the development of vehicle electrification. According to the US Bureau of Labor Statistics, in February 2023, electric vehicle sales in the US could reach 40.0% of total passenger car sales by 2030, and more optimistic projections foresee electric vehicle sales surpassing 50.0% by 2030.
The electric motor, power electronics and transmission that are combined into a single module to deliver improved performance and range at a competitive cost. For instance, in February 2023, Stellantis NV announced $155 million investment in Three Indiana Plants to Support North American Electrification Goals. To produce new electric drive modules (EDM) that help power future electric vehicles assembled in North America and support the goal of 50.0% battery electric sales in the US by 2030. EDM provides an all-in-one solution for electric vehicle powertrains, delivering improved performance at a competitive cost.
The major companies serving the vehicle electrification market include Aptiv, Eaton, HORIBA Group, NSK Ltd., Siemens, and others. The market players are considerably contributing to the market growth by the adoption of various strategies including mergers and acquisitions, partnerships, collaborations, funding, and new product launches, to stay competitive in the market. For instance, in December 2023, Stellantis and Ample partnered to leverage Ample's modular battery-swapping technology for use in Stellantis electric vehicles. Innovative battery swapping solution capable of delivering a fully charged battery in less than five minutes.