市场调查报告书
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电力驱动装置的全球市场:分析 - 按产品、按冷却剂、按驱动类型、按应用、按地区、预测(至 2030 年)Electric Drive Unit Market Forecasts to 2030 - Global Analysis By Product, Coolant, Drive Type, Application and by Geography |
预计2024年全球电力驱动装置市场规模将达241.6亿美元,预测期内复合年增长率为20.8%,2030年将达750.8亿美元。
电动车和混合动力汽车都必不可少的是电力驱动单元 (EDU),它将电池中的电能转化为机械能以驱动车轮。 EDU 将马达、电力电子设备和变速箱等关键系统整合到小型且有效的封装中。电力电子控制并优化马达产生的扭矩,确保平稳加速和减速。此外,变速箱会根据驾驶条件的变化调整马达的输出,确保动力和效率之间的平衡。
根据国际能源总署(IEA)预测,2022年全球电动车销售将突破1,000万辆,标誌着永续交通转型的重要里程碑。
人们对电动车 (EV) 的兴趣与日俱增
世界向永续性和减少对石化燃料的依赖的转变正在加速电动车的采用。电动车营业成本低、排放气体低,随着消费者对环境问题的认识不断增强,电动车越来越受到个人和企业的欢迎。此外,有预测称,未来10年电动车的市场占有率将大幅增加,并且这一趋势预计将持续下去。因此,对操作电动车所需的 EDU 的需求也在增加。
Start-Ups成本高
由于电池和电力驱动单元 (EDU) 等组件成本较高,电动车 (EV) 的初始成本仍然高于传统内燃机汽车。儘管技术和製造技术有所改进,但电池用锂和马达用稀土等原材料的价格仍在持续上涨。此外,这种成本差异可能会阻止买家,特别是在价格敏感的市场,从而限制 EDU 市场的扩张。
开发永续能源来源
随着太阳能、风能和水力发电等再生能源来源的发展,电动车充电变得更加永续。随着可再生能源在全球能源结构中所占的比重越来越大,电动车的环境效益将会增加。此外,可再生能源和电动车之间的协同效应可能会增加对 EDU 的需求,使电动车对政府和有环保意识的消费者更具吸引力。
内燃机竞赛
儘管电动车(EV)兴起,内燃机汽车(ICE)仍继续主导全球汽车市场。由于基础设施改善、初始成本低和便利性,传统汽油和柴油汽车继续获得许多消费者的支持。此外,电力驱动单元(EDU)市场受到内燃机汽车(ICE)持续流行的威胁,阻碍了电动车的广泛采用。
汽车产业受到 COVID-19 大流行的严重影响,这也影响了电动驱动单元 (EDU) 市场。全球封锁和供应链中断最初导致汽车销售和产量急剧下降,影响了传统汽车和电动车。面对经济的不确定性,消费者信心下降,新车需求下降。此外,随着疫情的蔓延,由于对环境永续性和公共卫生的日益担忧,人们对电动车等绿色交通途径的偏好变得明显。
电池电动车 (BEV) 领域预计将在预测期内成为最大的细分市场
纯电动车(BEV)目前占据电力驱动装置市场的最大份额。纯电动车 (BEV) 仅依靠电池中储存的电力运行,因此不需要内燃机。由于环保意识的增强、政府对零排放汽车的补贴以及降低成本和延长续航里程的电池技术的开拓,该市场正在迅速增长。此外,主要汽车製造商正在大力投资纯电动车并增加电动车的范围,以满足更严格的排放法规并增加消费者对环保交通途径的需求。
预计汽车领域在预测期内复合年增长率最高
在电动驱动装置市场中,汽车产业的复合年增长率最高。日益严格的环境法规、电池技术的突破以及消费者对绿色交通途径的偏好正在推动全球对电动车 (EV) 的需求,从而推动这一成长。汽车製造商正在大力投资电力驱动趋势,以满足严格的排放法规,并从日益增长的清洁能源解决方案趋势中受益。此外,电动驱动单元市场的汽车领域包括多种车辆,例如轿车、卡车、商用车以及电动巴士和卡车等特殊车辆。
亚太地区在电动驱动装置市场中占最大份额。促成这一优势的因素有很多,包括韩国、日本和中国等国家电动车 (EV) 的大量生产和使用。政府支持电动车的倡议以及对电池製造和电动车充电站基础设施的大量投资推动了亚太地区的市场成长。此外,该地区在电动驱动装置市场的主导地位很大程度上归功于主要汽车製造商的存在和电动传动系统技术的开拓。
北美在电动驱动装置市场的复合年增长率最高。严格的排放法规、鼓励使用电动车(EV)的政府补贴以及可靠的电动车充电基础设施正在推动这项扩张。製造商的大量投资以及电池和电动传动系统技术的发展使美国和加拿大处于电动车市场的前沿。此外,消费者对环保交通途径的意识和偏好的提高正在推动北美对电力驱动装置的需求。
According to Stratistics MRC, the Global Electric Drive Unit Market is accounted for $24.16 billion in 2024 and is expected to reach $75.08 billion by 2030 growing at a CAGR of 20.8% during the forecast period. An essential part of both electric and hybrid cars are the electric drive unit (EDU), which transforms electrical energy from the battery into mechanical energy to move the wheels. It combines the electric motor, power electronics, and transmission, among other important systems, into a small, effective package. The power electronics control and optimize the torque produced by the electric motor to provide smooth acceleration and deceleration. Moreover, power and efficiency are balanced as the transmission adjusts the motor's output to the changing driving conditions.
According to the International Energy Agency (IEA), global electric vehicle sales reached over 10 million in 2022, marking a significant milestone in the transition towards sustainable transportation.
Growing interest in electric cars (EVs)
The adoption of electric vehicles is accelerating due to the global shift towards sustainability and a reduction in reliance on fossil fuels. Due to their lower operating costs and lower emissions, EVs are becoming more and more popular among individuals and businesses as consumer awareness of environmental issues grows. Additionally, projections indicate that over the next ten years, the market share of EVs is expected to grow significantly, indicating that this trend will continue. As a result, there is a corresponding rise in demand for EDUs, which are necessary for EV operation.
High start-up expense
Due to the high cost of parts like batteries and electric drive units (EDUs), the initial cost of electric vehicles (EVs) is still higher than that of conventional internal combustion engine vehicles. The price of raw materials like lithium for batteries and rare earth metals for motors continues to rise despite improvements in technology and manufacturing techniques. Furthermore, this cost difference has the potential to turn away buyers, particularly in price-sensitive markets, which would limit the expansion of the EDU market.
Development of sustainable energy sources
Electric vehicle charging is becoming more sustainable owing to the development of renewable energy sources like solar, wind, and hydroelectric power. The environmental advantages of EVs grow as renewable energy becomes a larger portion of the world's energy mix. Moreover, the demand for EDUs may increase as a result of the synergy between renewable energy and electric vehicles, which can make EVs more appealing to governments and environmentally conscious consumers.
Internal combustion engine competition
Internal combustion engine (ICE) vehicles continue to rule the global automotive markets despite the rise of electric vehicles (EVs). Because of their well-established infrastructure, cheaper initial costs, and perceived convenience, traditional gasoline and diesel-powered vehicles continue to garner the loyalty of many consumers. Additionally, the market for electric drive units (EDUs) is threatened by the sustained popularity of internal combustion engine (ICE) vehicles, which will prevent EVs from being widely adopted.
The automotive industry was significantly impacted by the COVID-19 pandemic, which also affected the market for electric drive units (EDUs). Global lockdowns and supply chain disruptions initially caused a precipitous drop in car sales and production, which affected both conventional and electric vehicles. In the face of economic uncertainty, consumer confidence declined, which reduced demand for new cars. Furthermore, as the pandemic spread, there was a discernible shift in favour of greener transportation options, such as electric cars, motivated by increased concern for environmental sustainability and public health.
The Battery Electric Vehicles (BEV) segment is expected to be the largest during the forecast period
In the market for electric drive units, battery electric vehicles (BEVs) presently have the largest share. Battery-electric vehicles (BEVs) do not require internal combustion engines because they run entirely on electricity stored in batteries. This market has grown quickly due to rising environmental consciousness, government subsidies for zero-emission cars, and developments in battery technology that lower costs and increase range. Moreover, major automakers are making significant investments in BEVs and increasing the range of electric vehicles they offer to satisfy stricter emissions regulations and growing consumer demand for environmentally friendly transportation options.
The Automotive segment is expected to have the highest CAGR during the forecast period
In the electric drive unit market, the automotive segment has the highest CAGR. Rising environmental regulations, battery technology breakthroughs, and consumer preference for environmentally friendly transportation options are all contributing factors to the global demand for electric vehicles (EVs), which is driving this growth. To meet strict emissions regulations and profit from the expanding trend towards cleaner energy solutions, automakers are heavily investing in electric drive trains. Additionally, a broad variety of automobiles, including passenger cars, trucks, and commercial vehicles, as well as specialty vehicles like electric buses and trucks, are included in the automotive segment of the Electric Drive Unit Market.
Asia-Pacific (APAC) holds the largest market share for electric drive units. Numerous factors contribute to this dominance, including the significant production and use of electric vehicles (EVs) in nations like South Korea, Japan, and China. APAC's market growth has accelerated due to government initiatives supporting electric mobility and significant investments in battery manufacturing and EV charging station infrastructure. Furthermore, the region's dominance in the electric drive unit market is also largely due to the existence of large automakers and technological developments in electric drive trains.
North America has the highest CAGR in the market for electric drive units. Tight emission limits, government subsidies encouraging the use of electric vehicles (EVs), and a reliable infrastructure for EV charging are driving this expansion. Owing to large manufacturer investments and developments in battery and electric drive train technologies, the United States and Canada are at the forefront of the electric vehicle market. Additionally, North America's need for electric drive units is being driven by rising consumer awareness of and preference for environmentally friendly transportation options.
Key players in the market
Some of the key players in Electric Drive Unit market include Schneider Electric, Fuji Electric, Dana Incorporated, Magna International Inc., BorgWarner Inc., Hitachi Automotive Systems, Emerson Electric, Robert Bosch GmbH, Mitsubishi Electric, Schaeffler AG, ABB, Nidec Corporation, Siemens, Continental AG, MAHLE Polska Sp. z o.o, ZF Friedrichshafen AG and Yaskawa Electric.
In February 2024, Schneider Electric, a digital energy and automation Manager Company recently announced its investment in a portfolio of Texas-based clean energy projects. Through this, it utilized a Tax Credit Transfer Agreement (TCTA) for solar and battery storage systems developed, built, and operated by ENGIE North America (ENGIE).
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 August 2023, Emerson announced a definitive agreement to acquire FLEXIM Flexible IndustriemeBtechnik GmbH ("Flexim"), a global leader in clamp-on ultrasonic flow measurement for liquids, gases and steam. Headquartered in Berlin, Germany, Flexim brings highly differentiated, complementary technology and strong customer relationships to Emerson, with an installed base of more than 100,000 flowmeters, as well as approximately 450 employees.