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到 2030 年电动商用车牵引马达市场预测:按设计、车型、功率、马达类型、变速箱、车轴架构、应用和区域进行全球分析Electric Commercial Vehicle Traction Motor Market Forecasts to 2030 - Global Analysis By Design (Radial Flux, Axial Flux and Other Designs), Vehicle Type, Power Output, Motor Type, Transmission, Axle Architecture, Application and By Geography |
根据Stratistics MRC预测,2024年全球电动商用车牵引马达市场规模将达21亿美元,预计2030年将达到41亿美元,预测期内复合年增长率为11.8%。
电动商用车牵引马达是一种专门设计用于驱动卡车、巴士和货车等电动商用车车轮的马达。这些马达将车辆电池的电能转化为机械能,从而实现高效的推进和运动。牵引马达对于提高性能、扭矩和加速度,同时最大限度地减少能耗和排放气体至关重要。牵引马达透过支援商用车辆的电气化,在向永续交通转型的过程中发挥关键作用。
电池技术成本降低
较低的电池价格将降低电动车的总成本,使其相对于传统内燃机汽车更具竞争力。随着电池变得更有效率、续航里程更长并缩短充电时间,消费者的信心也随之增强。这项变更不仅将提高电动商用车的采用率,还将鼓励製造商投资先进的牵引马达技术,进一步加速市场成长。
充电基础设施有限
充电站的接入不足使车队营运商难以有效管理路线,并增加了充电期间的停机时间。与传统车辆相比,这种不确定性可能会导致成本增加和物流复杂性增加。此外,如果没有强大的充电网络,企业可能不愿意投资电动商用车,从而减缓市场成长并减缓向永续交通解决方案的过渡。
永续性关注永续发展
该公司正在寻求减少碳排放,从而增加对电动商用车 (ECV) 的投资,电动商用车利用牵引马达实现高效推进。随着各国政府实施更严格的排放法规并奖励采用电动车,企业越来越有动力放弃传统的柴油车。这种转变不仅满足了环保目标,还提高了品牌声誉,使电动商用车对车队营运商和消费者都具有吸引力,从而推动市场成长。
原物料价格波动
锂、钴和稀土元素等原材料的价格波动对于电池和马达的生产至关重要,而这种价格波动可能会导致不可预测的製造成本。这种不确定性可能会限制电动车生产和创新的投资,导致最终消费者的价格上涨。此外,製造商可能在长期规划和供应链稳定性方面面临困难,最终将阻碍电动商用车的成长和采用。
COVID-19 的影响
COVID-19 大流行对电动商用车牵引马达市场产生了重大影响,导致供应链和製造业务中断。停工和限制措施减缓了生产速度并推迟了车辆交付。然而,随着企业寻求永续的解决方案来减少排放气体和营运成本,这场危机也加速了向电气化的转变。在消费行为变化的背景下,物流配送领域对电动车的需求增加。
预计公共汽车和乘用车领域在预测期内将是最大的
由于对永续大众交通工具解决方案的需求,预计巴士和客车市场将出现良好成长。随着都市化程度的提高和对环境问题的日益关注,越来越多的城市开始采用电动公车来减少排放气体并改善空气品质。此外,牵引马达技术的进步正在提高效率、性能和续航里程,使电动公车对营运商更具吸引力。该细分市场的扩张将支持基础设施发展、增加充电网路并促进电动车技术创新,从而使整个市场受益。
预计公路领域在预测期内复合年增长率最高
由于对用于物流、公共运输和货运的电动卡车、巴士和货车的高需求,预计公路领域在预测期内将出现最高的复合年增长率。此外,电池技术和充电基础设施的进步使电动式公路车辆对车队营运商来说更加可行和有吸引力。随着都市化的不断加快,公路应用中对永续交通解决方案的需求持续增长,进一步推动市场成长。
由于都市化进程的加速、政府倡议以及对环境问题的日益关注,亚太地区预计将在预测期内占据最大的市场占有率。中国、日本和印度等国家在电动车基础设施方面进行了大量投资,并制定了推广电动商用车的优惠政策,处于领先主导。该地区牵引马达技术取得了进步,效率和性能不断提高。此外,物流和电子商务领域的扩张正在推动电动卡车和巴士的需求,使亚太地区成为全球电动商用车市场的关键参与者。
由于对电动车技术的投资增加以及对促进永续性的政府政策的支持,预计北美在预测期内将呈现最高的复合年增长率。主要企业都致力于开发高性能牵引马达,以提高车辆效率和续航里程。充电基础设施的扩大和消费者对环境问题意识的增强进一步刺激了该地区的需求。此外,电池技术的进步正在推动电动商用车在物流和运输领域的采用。北美强大的汽车工业格局使该国成为全球电动商用车市场的主要参与者。
According to Stratistics MRC, the Global Electric Commercial Vehicle Traction Motor Market is accounted for $2.1 billion in 2024 and is expected to reach $4.10 billion by 2030 growing at a CAGR of 11.8% during the forecast period. An Electric Commercial Vehicle Traction Motor is a type of electric motor specifically designed to drive the wheels of electric commercial vehicles, such as trucks, buses, and vans. These motors convert electrical energy from the vehicle's battery into mechanical power, enabling efficient propulsion and movement. Traction motors are crucial for enhancing performance, torque, and acceleration while minimizing energy consumption and emissions. They play a key role in the transition to sustainable transportation by supporting the electrification of commercial fleets.
Cost reduction in battery technology
Lower battery prices reduce the overall cost of electric vehicles, enhancing their competitiveness against traditional internal combustion engine vehicles. As batteries become more efficient, offering longer ranges and faster charging times, consumer confidence increases. This shift not only drives higher adoption rates of electric commercial vehicles but also encourages manufacturers to invest in advanced traction motor technologies, further accelerating market growth.
Limited charging infrastructure
Inadequate access to charging stations makes it challenging for fleet operators to manage routes efficiently and increases operational downtime during recharging. This uncertainty can lead to higher costs and logistical complications compared to traditional vehicles. Additionally, without a robust charging network, companies may hesitate to invest in electric commercial vehicles, slowing market growth and delaying the transition to sustainable transportation solutions.
Increased focus on sustainability
Companies are seeking to reduce their carbon footprints, leading to greater investments in electric commercial vehicles (ECVs) that utilize traction motors for efficient propulsion. Governments are implementing stricter emission regulations and offering incentives for electric vehicle adoption, further motivating businesses to transition from traditional diesel fleets. This shift not only meets environmental goals but also enhances brand reputation, making electric commercial vehicles more attractive to fleet operators and consumers alike, thereby propels the growth of the market.
Fluctuating raw material prices
Fluctuating raw material prices such as lithium, cobalt, and rare earth elements are essential for manufacturing batteries and motors, and their price volatility can lead to unpredictable manufacturing expenses. This uncertainty may deter investment in electric vehicle production and innovation, resulting in higher prices for end consumers. Additionally, manufacturers may face difficulties in long-term planning and supply chain stability, ultimately hindering the growth and adoption of electric commercial vehicles.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the Electric Commercial Vehicle Traction Motor market, causing disruptions in supply chains and manufacturing operations. Lockdowns and restrictions slowed production, leading to delays in vehicle deliveries. However, the crisis also accelerated the shift towards electrification as businesses sought sustainable solutions to reduce emissions and operational costs. Increased demand for electric vehicles in logistics and delivery sectors emerged, driven by changing consumer behaviours.
The buses & coaches segment is expected to be the largest during the forecast period
The buses & coaches segment is estimated to have a lucrative growth, due to the demand for sustainable public transportation solutions. With rising urbanization and environmental concerns, cities are increasingly adopting electric buses to reduce emissions and improve air quality. Additionally, advancements in traction motor technology enhance efficiency, performance, and range, making electric buses more attractive to operators. This segment's expansion supports infrastructure development, increases charging networks, and fosters innovation in electric vehicle technologies, benefiting the entire market.
The on-highway segment is expected to have the highest CAGR during the forecast period
The on-highway segment is anticipated to witness the highest CAGR growth during the forecast period, due to high demand for electric trucks, buses, and vans used in logistics, public transportation, and freight delivery. Additionally, advancements in battery technology and charging infrastructure enhance the feasibility of electric on-highway vehicles, making them more appealing to fleet operators. As urbanization grows, the need for sustainable transport solutions in on-highway applications continues to rise, further boosting market growth.
Asia Pacific is projected to hold the largest market share during the forecast period due to increased urbanization, government initiatives, and rising environmental concerns. Countries like China, Japan, and India are leading the charge, with significant investments in electric vehicle infrastructure and favourable policies promoting electric commercial vehicles. The region is witnessing advancements in traction motor technology, enhancing efficiency and performance. Additionally, the growing logistics and e-commerce sectors are boosting demand for electric trucks and buses, positioning Asia Pacific as a key player in the global electric commercial vehicle market.
North America is projected to have the highest CAGR over the forecast period, owing to increased investments in electric vehicle technology and supportive government policies promoting sustainability. Major players are focusing on developing high-performance traction motors to enhance vehicle efficiency and range. The region's expanding charging infrastructure and rising consumer awareness of environmental issues further stimulate demand. Additionally, the logistics and transportation sectors are increasingly adopting electric commercial vehicles, bolstered by advancements in battery technology. North America's strong automotive industry landscape positions it as a key player in the global electric commercial vehicle market.
Key players in the market
Some of the key players profiled in the Electric Commercial Vehicle Traction Motor Market include Bosch (Robert Bosch GmbH), Nidec Corporation, Siemens AG, Toshiba Corporation, ZF Friedrichshafen AG, BorgWarner Inc., Danfoss Power Solutions, ABB Ltd., Tesla, Inc., Continental AG, Dana Incorporated, YASA Limited, Magna International Inc., Hitachi Automotive Systems, Ltd., Mitsubishi Electric Corporation, Wolong Electric Group, Wabtec Corporation, AMETEK, Inc., Mahle GmbH and Valeo S.A.
In July 2024, Toshiba made a significant corporate venture capital investment in Quantonation II, a European quantum technology fund. This collaboration aims to accelerate quantum technology development and support the global quantum ecosystem, driving innovations in quantum internet and secure communications.
In January 2024, ABB extended its partnership with the ABB FIA Formula E World Championship, focusing on sustainability and innovation in electric mobility. The collaboration not only enhances ABB's brand visibility but also contributes to the advancement of electric vehicle technologies and sustainable practices in the transportation sector.
In December 2023, Siemens and Intel signed a Memorandum of Understanding to enhance semiconductor manufacturing efficiency and sustainability. The partnership will focus on advancing digitalization, evolving factory operations, and supporting a resilient global industry ecosystem
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.