齿轮油市场规模、份额及成长分析（按基础油及地区划分）－2026-2033年产业预测

预计到 2024 年，齿轮油市场规模将达到 84 亿美元，到 2025 年将达到 86 亿美元，到 2033 年将达到 103.9 亿美元，预测期（2026-2033 年）的复合年增长率为 2.4%。

全球齿轮油市场蕴藏着巨大的成长机会，这得益于快速的工业化进程以及农业、纺织、采矿和航运等各行业自动化程度的不断提高。随着各行业采用自动化技术来提高生产效率，对高效润滑的需求日益增长，从而推动了齿轮油的需求。开发中国家工业领域的投资进一步扩大了供应商的成长机会。汽车产业是齿轮油的主要消费产业，其销售和产量的成长推动了对变速箱油的需求。此外，贸易扩张带动航运业的发展，也进一步刺激了对齿轮油的需求。然而，环境问题和电动车的普及等挑战，要求企业进行调整和创新，尤其是在永续润滑油领域，同时也为开发适用于新技术的特种齿轮油提供了机会。

齿轮油市场驱动因素

製造业自动化趋势正显着推动润滑油需求。加速的工业化进程和不断提高的消费者期望迫使製造商在提升产能的同时，更加重视成本控制和营运效率。这种转变导致对机械设备的依赖性增强，而这些设备需要定期润滑以确保最佳性能和维护。因此，齿轮油的市场需求蓬勃发展，在日益自动化的製造环境中，齿轮油在维持各种机械系统的功能和延长使用寿命方面发挥着至关重要的作用。

齿轮油市场限制因素

消费者对电动车（EV）的偏好转变为齿轮油市场带来了巨大挑战。随着汽车技术的进步，由于电动车的机械部件通常较少，需要润滑油的部件也相应减少，因此对传统齿轮油的需求正在下降。汽车产业的这种转变降低了对齿轮油的整体需求，影响了市场成长，并可能导致该领域的发展受限。产业必须适应不断变化的消费者需求和技术进步，并积极应对电动车的兴起，因为电动车正在从根本上改变现代车辆的润滑需求。

齿轮油市场趋势

汽车产业的格局正在不断演变，这主要得益于电动和混合动力汽车的日益普及，而这种演变正对齿轮油市场产生重大影响。这些车辆的动力传动系统结构和润滑要求与传统的内燃机截然不同。因此，製造商迫切需要创新研发专用齿轮油，以满足电动动力传动系统独特的性能需求。这种转变不仅为产品差异化创造了机会，也推动了润滑技术的进步，从而将齿轮油市场推向更专业化和竞争激烈的未来。

目录

介绍

• 调查目标
• 调查范围
• 定义

调查方法

• 资讯收集
• 二手资料和一手资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分市场机会分析

市场动态与展望

• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特的分析和影响

关键市场考察

• 关键成功因素
• 竞争程度
• 关键投资机会
• 市场生态系统
• 技术进步
• 监管环境
• 价值链分析
• 案例研究分析
• 客户和购买标准分析
• PESTEL 分析
• 总体经济指标
• 市场吸引力指数
• 原料分析
• 定价分析

全球齿轮油市场规模（按基础油和复合年增长率划分）（2026-2033 年）

• 矿物油
• 合成油
  • 聚α烯烃（PAO）
  • 聚亚烷基二醇（PAG）
  • 酯
  • 第三类（加氢裂解）
• 半合成油
• 生物基油

全球齿轮油市场规模（依最终用途产业划分）及复合年增长率（2026-2033 年）

• 一般工业
  • 製造业
  • 发电
  • 金属生产
  • 水泥生产
  • 其他的
  • 建造
  • 农业
  • 石油和天然气
  • 矿业
  • 其他的
• 运输
  • 车
  • 船
  • 航空
  • 铁路

全球齿轮油市场规模及复合年增长率（2026-2033）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 西班牙
  • 法国
  • 义大利
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 亚太其他地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地区
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业的市场定位（2025 年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市占率分析（2025 年）
• 主要企业公司简介
  • 公司详情
  • 产品系列分析
  • 依业务板块进行公司股票分析
  • 2021-2023年营收年比比较

主要企业简介

• Royal Dutch Shell PLC
• BP PLC
• ExxonMobil Corporation
• Chevron Corporation
• FUCHS Petrolub SE
• TotalEnergies
• Valvoline Inc.
• China Petroleum & Chemical Corporation（Sinopec）
• Idemitsu Kosan Co., Ltd.
• Gazprom Neft PJSC
• Indian Oil Corporation Ltd.
• JX Nippon Oil & Energy Corporation
• Petroliam Nasional Berhad（PETRONAS）
• Lukoil
• Gulf Oil Corporation Limited
• Eni SpA
• Motul
• Liqui Moly GmbH
• Repsol
• Amsoil Inc.

结论与建议

Gear Oil Market size was valued at USD 8.4 Billion in 2024 and is poised to grow from USD 8.6 Billion in 2025 to USD 10.39 Billion by 2033, growing at a CAGR of 2.4% during the forecast period (2026-2033).

The global gear oil market presents significant growth potential, driven by rapid industrialization and increased automation across various sectors, including agriculture, textiles, mining, and maritime industries. As industries embrace automation for enhanced productivity, the necessity for effective lubrication rises, propelling demand for gear oils. Investments in industrial sectors within developing nations further amplify market opportunities for suppliers. The automotive sector remains a key consumer, with rising sales and production heightening the need for transmission fluids. Additionally, the maritime business is expanding due to increased trade, creating further demand for gear oils. However, challenges such as environmental concerns and the shift towards electric vehicles necessitate adaptation and innovation, particularly toward sustainable lubricants, while also offering opportunities for developing specialized gear oils for new technologies.

Top-down and bottom-up approaches were used to estimate and validate the size of the Gear Oil market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Gear Oil Market Segments Analysis

Global Gear Oil Market is segmented by Base Oil, End Use Industry and region. Based on Base Oil, the market is segmented into Mineral Oil, Synthetic Oil (Polyalphaolefin (PAO), Polyalkylene Glycol (PAG), Esters, Group III (Hydro Cracking)), Semi-Synthetic, Bio-based. Based on End Use Industry, the market is segmented into, General Industrial (Manufacturing, Mining, Construction, Agriculture, Oil & Gas, Others), Transportation (Automotive, Marine, Aviation, Railway). Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the Gear Oil Market

The growing trend of automation within the manufacturing sector is significantly boosting the demand for lubricants. As industrialization accelerates and consumer expectations rise, manufacturers are compelled to enhance production capabilities while emphasizing cost efficiency and operational effectiveness. This shift results in greater reliance on machinery and equipment, necessitating regular lubrication to ensure optimal performance and maintenance. As a consequence, the demand for gear oils in the market is surging, as they play a critical role in sustaining the functionality and longevity of various mechanical systems within the increasingly automated manufacturing landscape.

Restraints in the Gear Oil Market

The changing consumer preference for electric vehicles (EVs) presents a significant challenge for the gear oil market. As automotive technology evolves, the demand for traditional gear oils declines because EVs typically feature fewer mechanical parts that necessitate these lubricants. This transformation in the automotive landscape reduces the overall need for gear oils, impacting market growth and leading to potential constraints in the sector. The industry must adapt to these shifts in consumer demands and technological advancements to remain relevant, as the rise of EVs fundamentally alters the lubrication needs of modern vehicles.

Market Trends of the Gear Oil Market

The evolving landscape of the automotive industry is significantly influencing the gear oil market, primarily driven by the rising adoption of electric and hybrid vehicles. These vehicles feature distinct drivetrain configurations and lubrication demands that differ markedly from traditional internal combustion engines. Consequently, there is a burgeoning need for manufacturers to innovate and formulate specialized gear oils specifically designed to meet the unique performance expectations of electric drivetrains. This shift not only presents opportunities for product differentiation but also necessitates advancements in lubrication technology, thereby propelling the gear oil market towards a more specialized and competitive future.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Driver & Opportunities
  • Restraints & Challenges
• Porters Analysis & Impact
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Technological Advancement
• Regulatory Landscape
• Value Chain Analysis
• Case Study Analysis
• Customer & Buying Criteria Analysis
• PESTEL Analysis
• Macro-Economic Indicators
• Market Attractiveness Index
• Raw Material Analysis
• Pricing Analysis

Global Gear Oil Market Size by Base Oil & CAGR (2026-2033)

• Market Overview
• Mineral Oil
• Synthetic Oil
  • Polyalphaolefin (PAO)
  • Polyalkylene Glycol (PAG)
  • Esters
  • Group III (Hydro Cracking)
• Semi-Synthetic Oil
• Bio-based Oil

Global Gear Oil Market Size by End Use Industry & CAGR (2026-2033)

• Market Overview
• General Industrial
  • Manufacturing
  • Power Generation
  • Metal Production
  • Cement Production
  • Others
  • Construction
  • Agriculture
  • Oil & Gas
  • Mining
  • Others
• Transportation
  • Automotive
  • Marine
  • Aviation
  • Railway

Global Gear Oil Market Size & CAGR (2026-2033)

• North America, (Base Oil, End Use Industry)
  • US
  • Canada
• Europe, (Base Oil, End Use Industry)
  • UK
  • Germany
  • Spain
  • France
  • Italy
  • Rest of Europe
• Asia-Pacific, (Base Oil, End Use Industry)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia Pacific
• Latin America, (Base Oil, End Use Industry)
  • Brazil
  • Rest of Latin America
• Middle East & Africa, (Base Oil, End Use Industry)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

• Royal Dutch Shell PLC
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BP PLC
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ExxonMobil Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Chevron Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• FUCHS Petrolub SE
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• TotalEnergies
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Valvoline Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• China Petroleum & Chemical Corporation (Sinopec)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Idemitsu Kosan Co., Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Gazprom Neft PJSC
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Indian Oil Corporation Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• JX Nippon Oil & Energy Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Petroliam Nasional Berhad (PETRONAS)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lukoil
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Gulf Oil Corporation Limited
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Eni SpA
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Motul
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Liqui Moly GmbH
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Repsol
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Amsoil Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendation