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市场调查报告书
商品编码
1489412

2030 年电动动力传动系统市场预测：按车型、零件、车辆类别、应用、最终用户和地区进行的全球分析

Electric Powertrain Market Forecasts to 2030 - Global Analysis By Vehicle Type (Battery Electric Vehicles and Hybrid Electric Vehicles and Plug-In Hybrid Electric Vehicles ), Component, Vehicle Class, Application, End User and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3个工作天内

价格

根据Stratistics MRC预测，2023年全球电动动力传动系统市场规模将达到977亿美元，预计2030年将达到2,985亿美元，预测期内复合年增长率为17.3%。

电动动力传动系统由驱动电动车 (EV) 的组件组成。它通常包括储存电能的电池组、将储存的能量转换为机械能以驱动车辆的马达以及管理电池和马达之间电流的电力电子单元。在某些情况下，可以包括单速变速箱以优化性能。电动动力传动系统具有众多优势，包括零废气排放、低营运成本以及减少对石化燃料的依赖，使其成为永续交通的重要解决方案。

根据《行动计画》，北京市将普及低碳能源交通，加速公车、计程车等电动车由汽油转变为电力的方向。

电动车（EV）需求快速成长

对电动动力传动系统不断增长的需求将促使对供应链扩张的投资。製造商的目标是建立一个高效、有弹性的供应链，以确保电动动力传动系统所需组件的稳定供应，例如电池、马达和电力电子设备。因此，这些进步可能包括电池技术（例如能量密度和充电速度）、马达效率、再生煞车系统和整体动力传动系统整合的改进。

缺乏充电基础设施

由于缺乏充电基础设施，商业车队和远距运输部门可能对采用电动车犹豫不决。这些行业需要可靠且广泛的充电网路来有效支援业务。如果没有足够的基础设施，这些地区向电动动力传动系统的过渡可能会很缓慢，如果基础设施的挑战使他们不确定电动汽车的普及，那么鼓励公司考虑转向电动动力传动系统- 可能不愿意投资零部件生产和生产。

人们对环境问题的认识不断增强

环保意识影响消费者的偏好，并导致对电动动力传动系统的电动车的需求增加。随着人们对气候变迁和空气污染等环境问题的认识不断增强，对清洁交通途径的偏好将越来越高，消费者选择符合其价值观（例如环境永续性和减少碳排放）的车辆是趋势。​

减少充电时间

持有车辆的公司可能对转向电动车犹豫不决，因为缓慢的充电时间可能会阻碍业务。充电时间过长会增加车辆停机时间，进而影响生产力和业务效率。这种犹豫可能会减缓车队电气化的进程，并限制电动动力传动系统在商业和工业领域的采用。

COVID-19 的影响

由于经济不确定性导致供应链中断和消费者需求减少；然而，由于对永续性的日益关注，加上政府支持绿色倡议的刺激奖励策略，市场在疫情后出现反弹。疫情加速了远距工作和电子商务增加等趋势，推动了对电动外送车的需求。此外，空气品质问题和向清洁交通解决方案的转变推动了电动车的采用，从而推动了电动动力传动系统市场的成长轨迹。

电池式电动车(BEV) 领域预计将在预测期内成为最大的细分市场

由于电动车直接增加了对电动动力传动系统的需求，预计纯电动车（BEV）领域将出现良好成长。随着越来越多的纯电动车被製造和销售，这些动力传动系统系统的市场将会成比例地成长。这种高需求透过奖励公司投资于电动动力传动系统的研究、开发和生产来推动市场发展。

充电基础设施产业预计在预测期内复合年增长率最高

充电基础设施产业预计在预测期内复合年增长率最高。便捷的充电站和发达的充电网路缓解了“里程焦虑”，这是潜在电动车购买者的一个主要担忧。这种焦虑源自于对找不到充电地点、限制出行选择的担忧。透过确保随时可用的充电，更多的消费者可能会考虑电动车，从而导致电动车销量增加，进而增加对电动动力传动系统的需求。

占比最大的地区：

亚太地区预计将在预测期内占据最大的市场占有率，因为该地区拥有中国比亚迪和上汽集团、日本日产和丰田以及韩国现代和LG等全球最大的电动车製造商。亚太地区许多政府正在透过补贴、税收优惠和充电基础设施投资积极促进电动车的采用。这为电动动力传动系统製造商创造了有利的环境，并奖励本地生产。这些领导者正在大力投资电动动力传动系统总成的研发和生产，进一步巩固其在该地区的市场领导地位。

复合年增长率最高的地区：

由于北美政府（特别是美国和加拿大）正在实施更严格的排放法规以应对气候变化，预计北美在预测期内将经历最高的复合年增长率。电动动力传动系统提供了零排放解决方案，使其对努力遵守这些法规的汽车製造商越来越有吸引力。这显示了我们对电动车未来的坚定信念，并支持电动动力传动系统市场的成长。

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  • 公司简介
    • 其他市场参与者的综合分析（最多 3 家公司）
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    • 根据客户兴趣对主要国家的市场估计、预测和复合年增长率（註：基于可行性检查）
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    • 根据产品系列、地理分布和策略联盟对主要企业基准化分析

目录

第一章执行摘要

第二章 前言

  • 概述
  • 相关利益者
  • 调查范围
  • 调查方法
    • 资料探勘
    • 资料分析
    • 资料检验
    • 研究途径
  • 研究资讯来源
    • 主要研究资讯来源
    • 二次研究资讯来源
    • 先决条件

第三章市场趋势分析

  • 促进因素
  • 抑制因素
  • 机会
  • 威胁
  • 应用分析
  • 最终用户分析
  • 新兴市场
  • COVID-19 的影响

第4章波特五力分析

  • 供应商的议价能力
  • 买方议价能力
  • 替代品的威胁
  • 新进入者的威胁
  • 竞争公司之间的敌对关係

第五章全球电动动力传动系统市场：依车型分类

  • 纯电动车（BEV）
  • 混合电动车（HEV）和插电式混合动力电动车（PHEV）

第六章全球电动动力传动系统市场：依组成部分

  • 电池
  • 电动马达
  • 电力电子
  • 传播
  • 充电基础设施
  • 车用充电器
  • 转换器
  • 电力电子控制器
  • 其他组件

第七章全球电动动力传动系统市场：依车型分类

  • 奢华
  • 中间价格分布

第八章全球电动动力传动系统市场：依应用分类

  • 小客车
  • 轻型商用车（LCV）
  • 重型商用车（HCV）
  • 两轮车辆（摩托车和Scooter）
  • 三轮车（机动三轮车、电动三轮车）

第九章全球电动动力传动系统市场：依最终用户分类

  • 原始设备製造公司（OEM）
  • 售后市场
  • 车队营运商
  • 其他最终用户

第十章全球电动动力传动系统市场：按地区

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙
    • 其他欧洲国家
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 其他亚太地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地区
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 卡达
    • 南非
    • 其他中东和非洲

第十一章 主要进展

  • 合约、伙伴关係、协作和合资企业
  • 收购和合併
  • 新产品发布
  • 业务扩展
  • 其他关键策略

第十二章 公司概况

  • Applus+
  • BorgWarner
  • Bosch Limited
  • Brusa Electronik
  • Cc Power Electronics
  • Continental AG
  • FEV Europe GmbH
  • Hitachi
  • HORIBA, Ltd.
  • Intertek Group plc
  • Magna International Inc.
  • Magneti Marelli Ck Holdings
  • Mitsubishi Electric Corp
  • Nidec Corporation
  • NXP Semiconductors
  • Panasonic
  • Schaeffler AG
  • Toyota Industries Corporation
  • Valeo
  • ZF Friedrichshafen AG
Product Code: SMRC26198

According to Stratistics MRC, the Global Electric Powertrain Market is accounted for $97.7 billion in 2023 and is expected to reach $298.5 billion by 2030 growing at a CAGR of 17.3% during the forecast period. An electric powertrain consists of components that propel electric vehicles (EVs). It typically includes a battery pack, which stores electrical energy, an electric motor, which converts the stored energy into mechanical energy to drive the vehicle, and a power electronics unit, which manages the flow of electricity between the battery and the motor. In some cases, a single-speed transmission may also be included to optimize performance. Electric powertrains offer numerous benefits, including zero tailpipe emissions, lower operating costs, and reduced dependence on fossil fuels, making them a key solution for sustainable transportation.

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.

Market Dynamics:

Driver:

Soaring demand for electric vehicles (EVs)

The growing demand for electric powertrains prompts investments in the expansion of supply chains. Manufacturers seek to establish efficient and resilient supply chains to ensure a steady flow of components required for electric powertrains, such as batteries, electric motors, and power electronics. Thus these advancements may include improvements in battery technology (such as energy density and charging speed), motor efficiency, regenerative braking systems, and overall powertrain integration.

Restraint:

Lack of widespread charging infrastructure

Commercial fleets and long-haul transportation sectors may be hesitant to adopt electric vehicles due to the lack of charging infrastructure. These segments require reliable and widespread charging networks to support their operations effectively. Without adequate infrastructure, the transition to electric powertrains in these sectors may be sluggish and companies may hesitate to invest in the production and development of electric powertrain components if they are unsure about the widespread adoption of electric vehicles due to infrastructure challenges.

Opportunity:

Growing awareness of environmental issues

Environmental awareness influences consumer preferences, leading to an increasing demand for electric vehicles equipped with electric powertrains. As people become more aware of environmental issues such as climate change and air pollution, there is a growing preference for clean transportation options and consumers are more inclined to choose vehicles that align with their values of environmental sustainability and reducing carbon footprints, thereby driving up sales of electric powertrains.

Threat:

Slower charging times

Businesses with vehicle fleets may hesitate to transition to electric vehicles if slower charging times disrupt their operations. Longer charging times can result in increased downtime for fleet vehicles, impacting productivity and operational efficiency. This hesitation can delay fleet electrification efforts and limit the adoption of electric powertrains in commercial and industrial sectors.

Covid-19 Impact

Supply chain disruptions and reduced consumer demand due to economic uncertainties. However, as the focus on sustainability increased post-pandemic, coupled with government stimulus packages supporting green initiatives, the market rebounded. The pandemic accelerated trends towards remote work and increased e-commerce, driving demand for electric delivery vehicles. Moreover, concerns about air quality and a shift towards cleaner transportation solutions bolstered the adoption of electric vehicles, consequently boosting the electric powertrain market's growth trajectory.

The battery electric vehicles (BEVs) segment is expected to be the largest during the forecast period

The battery electric vehicles (BEVs) segment is estimated to have a lucrative growth, as electric vehicles directly create a surge in demand for electric powertrains. As more BEVs are manufactured and sold, the market for these powertrain systems grows proportionally. This high demand incentivizes companies to invest in research, development, and production of electric powertrains driving the market.

The charging infrastructure segment is expected to have the highest CAGR during the forecast period

The charging infrastructure segment is anticipated to witness the highest CAGR growth during the forecast period, a well-developed charging network with convenient access to charging stations alleviates "range anxiety," a significant concern for potential EV buyers. This concern stems from the worry about finding places to recharge, limiting travel options. By ensuring readily available charging, more consumers are likely to consider EVs, leading to a rise in EV sales and consequently, a higher demand for electric powertrains.

Region with largest share:

Asia Pacific is projected to hold the largest market share during the forecast period as this region is home to some of the world's largest EV manufacturers, including China's BYD and SAIC Motor, Japan's Nissan and Toyota, and South Korea's Hyundai and LG. Many governments in the Asia Pacific region are actively promoting EV adoption through subsidies, tax breaks, and investments in charging infrastructure. This creates a favourable environment for electric powertrain manufacturers and incentivizes local production. These giants are heavily invested in electric powertrain research, development, and production, further solidifying the region's leadership in the market.

Region with highest CAGR:

North America is projected to have the highest CAGR over the forecast period, owing to governments in North America, particularly the United States and Canada, are implementing stricter emission regulations to combat climate change. Electric powertrains offer a zero-emission solution, making them increasingly attractive to automakers striving to comply with these regulations. This signifies a strong belief in the future of electric mobility and fuels the growth of the electric powertrain market.

Key players in the market

Some of the key players in the Electric Powertrain Market include Applus+, BorgWarner, Bosch Limited, Brusa Electronik, Cc Power Electronics, Continental AG, FEV Europe GmbH, Hitachi, HORIBA, Ltd., Intertek Group plc, Magna International Inc., Magneti Marelli Ck Holdings, Mitsubishi Electric Corp, Nidec Corporation, NXP Semiconductors, Panasonic, Schaeffler AG, Toyota Industries Corporation, Valeo and ZF Friedrichshafen AG

Key Developments:

In April 2024, Continental tires extend e-mobility strategy to secondary brands. All of the company's new tires meet the high requirements of electric vehicles and at the same time support conventionally

In April 2024, Continental Technologies Ensure Greater Comfort and Safety in the Upper Mid-size Class. From long-range radar to surround view cameras: numerous components supply driver assistance systems with precise data

In April 2024, NXP Semiconductors announced that it will release its first quarter 2024 financial results after the close of normal trading on the NASDAQ Global Select Market on April 29, 2024. The company will also host a conference call with the financial community on April 30, 2024 at 8:00 a.m. U.S. Eastern Daylight Time (EDT).

Vehicle Types Covered:

  • Battery Electric Vehicles (BEVs)
  • Hybrid Electric Vehicles (HEVs) and Plug-In Hybrid Electric Vehicles (PHEVs)

Components Covered:

  • Battery
  • Electric Motor
  • Power Electronics
  • Transmission
  • Charging Infrastructure
  • On-Board Charger
  • Converter
  • Power Electronics Controller
  • Other Components

Vehicle Classes Covered:

  • Luxury
  • Mid-Priced

Applications Covered:

  • Passenger Cars
  • Light Commercial Vehicles (LCVs)
  • Heavy Commercial Vehicles (HCVs)
  • Two-Wheelers (Motorcycles & Scooters)
  • Three-Wheelers (Auto Rickshaws & E-Rickshaws)

End Users Covered:

  • Original Equipment Manufacturers (OEMs)
  • Aftermarket
  • Fleet Operators
  • Other End Users

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2021, 2022, 2023, 2026, and 2030
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Application Analysis
  • 3.7 End User Analysis
  • 3.8 Emerging Markets
  • 3.9 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Electric Powertrain Market, By Vehicle Type

  • 5.1 Introduction
  • 5.2 Battery Electric Vehicles (BEVs)
  • 5.3 Hybrid Electric Vehicles (HEVs) and Plug-In Hybrid Electric Vehicles (PHEVs)

6 Global Electric Powertrain Market, By Component

  • 6.1 Introduction
  • 6.2 Battery
  • 6.3 Electric Motor
  • 6.4 Power Electronics
  • 6.5 Transmission
  • 6.6 Charging Infrastructure
  • 6.7 On-Board Charger
  • 6.8 Converter
  • 6.9 Power Electronics Controller
  • 6.10 Other Components

7 Global Electric Powertrain Market, By Vehicle Class

  • 7.1 Introduction
  • 7.2 Luxury
  • 7.3 Mid-Priced

8 Global Electric Powertrain Market, By Application

  • 8.1 Introduction
  • 8.2 Passenger Cars
  • 8.3 Light Commercial Vehicles (LCVs)
  • 8.4 Heavy Commercial Vehicles (HCVs)
  • 8.5 Two-Wheelers (Motorcycles & Scooters)
  • 8.6 Three-Wheelers (Auto Rickshaws & E-Rickshaws)

9 Global Electric Powertrain Market, By End User

  • 9.1 Introduction
  • 9.2 Original Equipment Manufacturers (OEMs)
  • 9.3 Aftermarket
  • 9.4 Fleet Operators
  • 9.5 Other End Users

10 Global Electric Powertrain Market, By Geography

  • 10.1 Introduction
  • 10.2 North America
    • 10.2.1 US
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 Germany
    • 10.3.2 UK
    • 10.3.3 Italy
    • 10.3.4 France
    • 10.3.5 Spain
    • 10.3.6 Rest of Europe
  • 10.4 Asia Pacific
    • 10.4.1 Japan
    • 10.4.2 China
    • 10.4.3 India
    • 10.4.4 Australia
    • 10.4.5 New Zealand
    • 10.4.6 South Korea
    • 10.4.7 Rest of Asia Pacific
  • 10.5 South America
    • 10.5.1 Argentina
    • 10.5.2 Brazil
    • 10.5.3 Chile
    • 10.5.4 Rest of South America
  • 10.6 Middle East & Africa
    • 10.6.1 Saudi Arabia
    • 10.6.2 UAE
    • 10.6.3 Qatar
    • 10.6.4 South Africa
    • 10.6.5 Rest of Middle East & Africa

11 Key Developments

  • 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 11.2 Acquisitions & Mergers
  • 11.3 New Product Launch
  • 11.4 Expansions
  • 11.5 Other Key Strategies

12 Company Profiling

  • 12.1 Applus+
  • 12.2 BorgWarner
  • 12.3 Bosch Limited
  • 12.4 Brusa Electronik
  • 12.5 Cc Power Electronics
  • 12.6 Continental AG
  • 12.7 FEV Europe GmbH
  • 12.8 Hitachi
  • 12.9 HORIBA, Ltd.
  • 12.10 Intertek Group plc
  • 12.11 Magna International Inc.
  • 12.12 Magneti Marelli Ck Holdings
  • 12.13 Mitsubishi Electric Corp
  • 12.14 Nidec Corporation
  • 12.15 NXP Semiconductors
  • 12.16 Panasonic
  • 12.17 Schaeffler AG
  • 12.18 Toyota Industries Corporation
  • 12.19 Valeo
  • 12.20 ZF Friedrichshafen AG

List of Tables

  • Table 1 Global Electric Powertrain Market Outlook, By Region (2021-2030) ($MN)
  • Table 2 Global Electric Powertrain Market Outlook, By Vehicle Type (2021-2030) ($MN)
  • Table 3 Global Electric Powertrain Market Outlook, By Battery Electric Vehicles (BEVs) (2021-2030) ($MN)
  • Table 4 Global Electric Powertrain Market Outlook, By Hybrid Electric Vehicles (HEVs) and Plug-In Hybrid Electric Vehicles (PHEVs) (2021-2030) ($MN)
  • Table 5 Global Electric Powertrain Market Outlook, By Component (2021-2030) ($MN)
  • Table 6 Global Electric Powertrain Market Outlook, By Battery (2021-2030) ($MN)
  • Table 7 Global Electric Powertrain Market Outlook, By Electric Motor (2021-2030) ($MN)
  • Table 8 Global Electric Powertrain Market Outlook, By Power Electronics (2021-2030) ($MN)
  • Table 9 Global Electric Powertrain Market Outlook, By Transmission (2021-2030) ($MN)
  • Table 10 Global Electric Powertrain Market Outlook, By Charging Infrastructure (2021-2030) ($MN)
  • Table 11 Global Electric Powertrain Market Outlook, By On-Board Charger (2021-2030) ($MN)
  • Table 12 Global Electric Powertrain Market Outlook, By Converter (2021-2030) ($MN)
  • Table 13 Global Electric Powertrain Market Outlook, By Power Electronics Controller (2021-2030) ($MN)
  • Table 14 Global Electric Powertrain Market Outlook, By Other Components (2021-2030) ($MN)
  • Table 15 Global Electric Powertrain Market Outlook, By Vehicle Class (2021-2030) ($MN)
  • Table 16 Global Electric Powertrain Market Outlook, By Luxury (2021-2030) ($MN)
  • Table 17 Global Electric Powertrain Market Outlook, By Mid-Priced (2021-2030) ($MN)
  • Table 18 Global Electric Powertrain Market Outlook, By Application (2021-2030) ($MN)
  • Table 19 Global Electric Powertrain Market Outlook, By Passenger Cars (2021-2030) ($MN)
  • Table 20 Global Electric Powertrain Market Outlook, By Light Commercial Vehicles (LCVs) (2021-2030) ($MN)
  • Table 21 Global Electric Powertrain Market Outlook, By Heavy Commercial Vehicles (HCVs) (2021-2030) ($MN)
  • Table 22 Global Electric Powertrain Market Outlook, By Two-Wheelers (Motorcycles & Scooters) (2021-2030) ($MN)
  • Table 23 Global Electric Powertrain Market Outlook, By Three-Wheelers (Auto Rickshaws & E-Rickshaws) (2021-2030) ($MN)
  • Table 24 Global Electric Powertrain Market Outlook, By End User (2021-2030) ($MN)
  • Table 25 Global Electric Powertrain Market Outlook, By Original Equipment Manufacturers (OEMs) (2021-2030) ($MN)
  • Table 26 Global Electric Powertrain Market Outlook, By Aftermarket (2021-2030) ($MN)
  • Table 27 Global Electric Powertrain Market Outlook, By Fleet Operators (2021-2030) ($MN)
  • Table 28 Global Electric Powertrain Market Outlook, By Other End Users (2021-2030) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.