市场调查报告书
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1503312
到 2030 年汽车牵引马达市场预测:按车型、输出、马达类型、工作电流、连接类型、应用和地区进行全球分析Automotive Traction Motor Market Forecasts to 2030 - Global Analysis By Vehicle Type (Passenger Vehicles, Commercial Vehicles and Other Vehicle Types), Power Output, Motor Type, Operating Current, Connection Type, Application and By Geography |
根据Stratistics MRC预测,2024年全球汽车牵引马达市场规模将达到94.9亿美元,预计2030年将达到294.7亿美元,预测期内复合年增长率为20.8%。
汽车牵引马达是电动车 (EV) 的重要组成部分,提供推进力。这些马达将电池的电能转化为机械能,产生驱动车轮的扭力。与传统内燃机相比,牵引马达可立即产生扭矩,从而实现更快的加速和更无缝的操作。此外,设计中经常使用感应线圈和永久磁铁来提供可靠性和效率。
根据国际能源总署(IEA)预测,2020年全球电动车(EV)销量将超过300万辆,标誌着永续交通转型的显着加速。
人们对电动车 (EV) 的兴趣与日俱增
推动电动车 (EV) 需求的因素越来越多。世界各国政府正在收紧排放法规,并鼓励汽车製造商转向更环保的交通选择。同时,消费者对环保和减少气候变迁的永续交通选择的偏好也在增加。此外,汽车製造商正在响应这一不断增长的需求,在不同领域提供从豪华 SUV 到小型城市汽车的各种电动车。
供应链中的风险和依赖性
全球汽车牵引马达供应链存在许多可能影响可用性和生产的依赖性和风险。由于大宗商品价格波动和地缘政治紧张局势带来的供应链风险,永磁牵引马达製造依赖镝、钕等稀土元素材料。此外,流行病、贸易争端和自然灾害等事件可能会扰乱供应链,导致重要零件短缺和生产延误。
电池技术发展
由于电池技术的不断进步,汽车牵引马达市场前景十分广阔。锂离子电池化学的创新,如锂硫电池和固态电池,提供了改进的安全特性、更快的充电时间和更高的能量密度。此外,这些发展可以增加电动车的续航里程和整体性能,从而增加对更强大、更有效的牵引马达的需求。
技术过时
由于马达技术的快速进步和客户偏好的变化,汽车牵引马达领域的公司面临技术过时的风险。随着科技的进步,落后于时代而失去市场价值的产品会导致销售下降、市场占有率缩小。此外,为了保持竞争力并确保产品符合行业标准和法规,公司必须投资研发,以领先新兴趋势和客户需求。
COVID-19 大流行对汽车牵引马达市场产生了重大影响,扰乱了製造流程、供应链和消费者需求。由于封锁措施、旅行限制以及汽车生产设施的暂时关闭,汽车产量和销售量大幅下降。这直接影响了牵引马达的需求。此外,由于零件和原材料短缺等供应链中断,牵引马达製造商也面临产能下降和前置作业时间延长的问题。
预计200-400kW部分将是预测期间最大的部分
汽车变速箱马达市场以200-400kW细分市场为主。该细分市场占据主导地位的主要原因是其适用于多种电动车,包括高性能电动车、商用车和小客车。此功率范围内的马达结合了动力、效率和经济性,使其成为在城市和高速公路路面上行驶的理想选择。此外,为了满足客户对更高性能电动车和更严格排放法规的需求,製造商越来越多地使用 200 至 400 kW 的马达。
永磁同步马达(PMSM)产业预计在预测期内复合年增长率最高
在汽车牵引马达市场中,永磁同步马达(PMSM)领域预计将以最高的复合年增长率成长。 PMSM 的卓越性能特征、高功率密度和比其他马达类型更高的效率正在推动这一增长。 PMSM 提供电动车应用所需的卓越扭力控制和效率,从而实现更长的行驶里程和卓越的能源效率。此外,永磁材料和马达设计的不断进步进一步提高了永磁同步马达的性能和成本效益,吸引了电动车製造商的注意。
由于电动车(EV)市场快速成长、政府鼓励采用电动车的奖励以及重要汽车製造地的存在等因素,亚太地区在全球汽车牵引马达市场中占据最大份额。中国、日本和韩国等国家在电动车生产和创新方面处于领先地位,这一事实正在推动对牵引马达的需求。此外,税收减免、法规和政策以及严格的排放标准等有利的政府政策加速了该地区电动车的普及,这进一步推动了汽车牵引马达市场的成长。
在汽车牵引马达市场中,预计欧洲地区的复合年增长率最高。更严格的排放法规、电动车(EV)基础设施投资的增加以及消费者对环保交通途径的偏好是支持这一增长的因素。由于汽车製造商实施了欧盟 (EU) 积极的碳排放目标,电动车的生产和普及正在加速。此外,补贴、税收减免和电动车购买津贴等政府计划正在推动消费者对带有牵引马达的电动车的需求。
According to Stratistics MRC, the Global Automotive Traction Motor Market is accounted for $9.49 billion in 2024 and is expected to reach $29.47 billion by 2030 growing at a CAGR of 20.8% during the forecast period. Automotive traction motors are essential parts of electric vehicles (EVs), providing propulsion power. These motors create torque to drive the wheels of the vehicle by converting electrical energy from the battery into mechanical energy. Traction motors, in contrast to conventional internal combustion engines, provide instant torque, enabling quick acceleration and more seamless operation. Moreover, induction coils or permanent magnets are frequently used in their designs to provide dependability and efficiency.
According to the International Energy Agency (IEA), the global sales of electric vehicles (EVs) surpassed 3 million units in 2020, indicating a significant acceleration in the transition towards sustainable transportation.
Growing interest in electric cars (EVs)
There are a growing number of factors that are driving the demand for electric vehicles (EVs). Governments all over the world are imposing stricter emission laws, which are driving automakers to switch to greener modes of transportation. Concurrently, consumers' inclinations toward environmentally conscious and climate change-mitigating sustainable modes of travel are growing. Additionally, automakers have responded to this growing demand by offering a wider range of electric vehicles in different segments, from luxury SUVs to small city cars.
Risks and dependencies in the supply chain
Numerous dependencies and risks affect the global supply chain for automotive traction motors, which may have an effect on availability and production. Because of supply chain risks brought on by commodity price fluctuations and geopolitical tensions, the manufacture of permanent magnet traction motors depends on rare earth materials like dysprosium and neodymium. Furthermore, events like pandemics, trade disputes, or natural disasters can cause supply chain disruptions that cause shortages of essential parts and delays in production.
Developments in battery technology
The market for automotive traction motors is highly promising due to the continuous progress in battery technology. Innovations in lithium-ion battery chemistry, like lithium-sulfur and solid-state batteries, offer increased safety features, quicker charging times, and greater energy density. Moreover, these developments may increase the driving range and overall performance of electric cars, increasing the need for stronger and more effective traction motors.
Obsolescence of technology
Businesses in the automotive traction motor sector face the risk of technological obsolescence due to the quick advancements in motor technology and the changing preferences of their clientele. Lowered sales and a smaller market share can result from products that fall behind the times and lose their market value when technology advances. Additionally, to stay competitive and ensure that their products comply with industry standards and laws, businesses need to make research and development investments in order to stay ahead of emerging trends and customer demands.
The COVID-19 pandemic has had a substantial effect on the market for automotive traction motors, resulting in disruptions to the manufacturing process, supply chain, and consumer demand. Vehicle production and sales have sharply declined as a result of lockdown procedures, travel restrictions, and temporary closures of automotive production facilities. This has a direct impact on the demand for traction motors. Furthermore, manufacturers of traction motors have also experienced decreased production capacity and longer lead times as a result of supply chain disruptions, which include shortages of components and raw materials.
The 200-400 kW segment is expected to be the largest during the forecast period
The automotive transmission motor market is dominated by the 200-400 kW segment. The primary factor contributing to this segment's dominance is its suitability for a broad variety of electric vehicles, such as high-performance electric cars, commercial vehicles, and passenger cars. This power range of motors combines power, efficiency, and affordability in a way that makes them perfect for driving on both urban and highway surfaces. Moreover, manufacturers are using 200-400 kW motors more frequently in order to satisfy customer demand for higher-performance electric vehicles and stricter emission regulations.
The Permanent Magnet Synchronous Motors (PMSM) segment is expected to have the highest CAGR during the forecast period
In the automotive traction motor market, the Permanent Magnet Synchronous Motors (PMSM) segment is anticipated to grow at the highest CAGR. The superior performance characteristics, high power density, and superior efficiency of PMSMs over other motor types are the driving forces behind this growth. Longer driving ranges and better energy efficiency are possible with PMSMs because they provide excellent torque control and efficiency, which are critical for electric vehicle applications. Additionally, PMSM performance and cost-effectiveness are being further improved by continuous advancements in permanent magnet materials and motor design, which are drawing the attention of electric vehicle manufacturers.
Due to factors including the fast-growing electric vehicle (EV) market, government incentives encouraging EV adoption, and the presence of important automotive manufacturing hubs, the Asia-Pacific region holds the largest share of the global market for traction motors for automobiles. The demand for traction motors is increased by the fact that nations like China, Japan, and South Korea are leading the way in the production of electric vehicles and technological innovation. Furthermore, the adoption of electric vehicles in the region has been accelerated by favorable government policies like tax breaks, subsidies, and strict emission regulations, which have further fueled the growth of the automotive traction motor market.
In the automotive traction motor market, the Europe region is projected to exhibit the highest CAGR. Stricter emission regulations, rising infrastructure investments for electric vehicles (EVs), and consumer preference for environmentally friendly transportation options are some of the factors supporting this growth. EV production and adoption are accelerating as a result of the European Union's aggressive carbon emission reduction targets, which are being implemented by automakers. Moreover, government programs like grants, tax breaks, and subsidies for EV purchases are encouraging consumer demand for traction-motor-equipped electric cars.
Key players in the market
Some of the key players in Automotive Traction Motor market include Denso Corporation, BorgWarner Inc, General Electric Co, BYD Company, Johnson Electric, ABB, Ltd, Toshiba Corporation, Mitsubishi Electric Corporation, Caterpillar Inc, Eaton Corporation, Hitachi, Ltd, MAHLE GmbH, Continental AG, Nidec Corporation, Siemens AG, Robert Bosch GmbH and Tesla Inc.
In February 2024, Chinese electric vehicle giant BYD Co. Ltd. has signed a preliminary land purchase agreement to build its first European electric passenger car plant in Szeged, Hungary. BYD didn't disclose how much it would be spending on the new plant. The Chinese firm has operated an electric bus plant in Hungary since 2016 and has said it invested 20 million euro ($21.7 million) to build the bus factory.
In November 2023, BorgWarner has reached an agreement with a major global OEM to supply its 400V high voltage coolant heaters (HVCH) for the automaker's European light vehicle program. The anticipated start of production for the HVCH technology is in 2026. This business win marks the second HVCH contract secured with the global automaker over the course of two months, with the wins spanning different regions.
In March 2023, Denso Corporation and Toyota Partner With Electreon to Develop Wireless Charging Technology. Electreon has announced an agreement to jointly develop wireless charging technology with Toyota Motor Corporation and DENSO Corporation. The agreement follows a successful technology evaluation conducted at Electreon's headquarters in Beit Yanai, Israel, in which technical teams from TOYOTA and DENSO participated.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.