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市场调查报告书
商品编码
1603763
到 2030 年汽车电桥市场预测:按类型、零件、车型、额定功率、轴类型、应用和地区进行全球分析Automotive E-Axle Market Forecasts to 2030 - Global Analysis By Type (Front axle, Rear axle and Other Types), Component, Vehicle Type, Power Rating, Shaft Type, Application and By Geography |
根据 Stratistics MRC 的数据,2024 年全球汽车电桥市场规模为 232.8 亿美元,预计到 2030 年将达到 1,730.6 亿美元,预测期内复合年增长率为 39.7%。
汽车电桥是集马达、电力电子和变速箱于一体,也称为电动车桥。它透过有效地将动力从马达传输到车轮来取代传统的内燃机传动系统。在电动传动系统中,电子车桥可提高性能、减轻重量并提高能源效率。
根据国际能源总署(IEA)2021年4月发布的全球电动车年度展望报告,2020年推出了约370款电动车。
电动车 (EV) 需求不断增长
如果没有电子车桥,现代电动车将是不完整的,电子车桥将马达、电力电子设备和变速箱整合到一个紧凑的单元中,从而提高车辆性能和能源经济性。随着汽车製造商转向电动动力传动系统系统以满足排放气体法规和环境目标,电子车桥是一种结合了马达、电力电子设备和变速箱的完全整合驱动解决方案,对于提高电动车的效率至关重要。电动车桥提供更高的功率密度、减轻的重量和增加的行驶里程,这对于电动车的性能至关重要。在政府奖励和消费者对永续选择的兴趣的推动下,这种需求正在推动汽车製造商在其电动车产品线中添加紧凑型高性能电子车桥,以在不断增长的电动车市场中竞争。
充电基础设施有限
电动车轴对于电动车的高效能电力传动系统至关重要,但要充分发挥其潜力取决于可靠的充电站网路。在充电站稀疏的地区,消费者面临续航里程的担忧,这阻碍了他们采用依赖电子车桥技术的全电动或混合动力汽车汽车。这种有限的基础设施也影响了商用车辆,商用车辆需要频繁且可靠的充电才能有效运作。因此,市场对电子车桥解决方案的需求和投资受到阻碍,减缓了整个电动车产业的技术进步和采用率。
混合电动车和商用电动车的扩张
电子车桥将马达马达、电力电子设备和变速箱整合到一个紧凑的单元中,提高了混合动力和电动应用所需的效率和功率密度。随着环境法规的不断加强,对混合动力汽车、插电式混合动力汽车、送货卡车和公共汽车等商用电动车的需求正在迅速增加。这种转变有利于电动车轴。电子车桥减轻了车辆重量,延长了续航里程,并减少了排放气体,同时增加了扭矩和承载能力,这对于商用电动车至关重要。对满足这些要求的灵活、高性能传动系统的需求正在推动电子车桥技术的创新和投资。
与替代动力传动系统的竞争
氢燃料电池和传统内燃机 (ICE)混合等替代动力传动系统选项透过为重型应用提供可行的低排放气体选项来竞争。这可能会限製商用电动车车轴开发的投资。同时,内燃机混合技术的改进提供了可靠、可扩展和有效的选择,仍然受到生产商和客户的欢迎,特别是在电动车基础设施薄弱的地区。电池技术的限制也影响了电动车桥的吸引力。根据应用的不同,电池要求较低的竞争系统可能更可行。此类替代解决方案可能会阻碍电子车桥的采用,因为它们提供了经济高效且经过验证的选项,适合更广泛的车辆类型和驾驶条件。
COVID-19 的影响
由于供应链挑战、工厂关闭和车辆生产延误,COVID-19 的爆发最初扰乱了汽车电桥市场。然而,随着全球汽车产业逐渐转向电动车(EV)和永续交通解决方案,电桥市场已开始復苏。政府的奖励、对清洁能源的日益关注以及对电动车的需求不断增长推动了疫情后的市场成长。尤其是亚太地区,电动车的发展迅速,进一步加速了电动车桥系统的采用。
预计马达领域在预测期内将是最大的
由于电桥系统的功率和效率,预计马达领域将出现良好的成长。这些马达将电能转化为机械能,从而实现电动车和混合动力汽车平稳高效的推进。电桥的高性能马达有助于提高扭力、速度和整体能源效率,这对于电动车匹配或超越传统动力传动系统的能力至关重要。轻量化设计和增强型冷却系统等马达技术创新正在扩大电动车桥在各种车辆(从乘用车到商用卡车)中的使用。
商用车领域预计在预测期内复合年增长率最高
由于排放法规和营运成本的降低,预计商用车领域在预测期内将出现最高的复合年增长率。电动车桥提供紧凑的整合解决方案,结合了马达、电力电子设备和变速箱,使其成为需要高扭矩和功率密度的重型应用(例如卡车和巴士)的理想选择。随着城市推广绿色公共运输,商用车的电气化变得至关重要,从而推动了对高效电桥系统的需求。电动车桥支援装载效率和延长车辆行驶里程的能力增加了其在商业领域的吸引力。
由于电动车(EV)普及率的不断提高和政府的支持政策,预计亚太地区将在预测期内占据最大的市场占有率。中国、日本和印度等国家是电动车 (EV) 和混合电动车 (HEV) 需求不断增长的主要贡献者。亚太地区是最大且成长最快的市场,在电动车基础设施和技术进步方面进行了大量投资。由于强大的製造能力、技术创新和有利的政策倡议,以及日益转向清洁能源解决方案,预计该市场将保持主导地位。
在电动和混合动力汽车需求不断增长的推动下,预计北美在预测期内将呈现最高的复合年增长率。政府激励措施、环境问题和技术进步是推动该市场的主要因素。由于汽车製造商对旨在提高电动车性能和效率的电桥技术进行了大量投资,预计北美将占据很大份额。此外,该地区还受益于消费者对可再生能源的采用,为电力推进系统创造了有利的市场环境。
According to Stratistics MRC, the Global Automotive E-Axle Market is accounted for $23.28 billion in 2024 and is expected to reach $173.06 billion by 2030 growing at a CAGR of 39.7% during the forecast period. An electric motor, power electronics, and gearbox are all combined into one unit by an automotive E-Axle, also known as an electric axle. It replaces conventional internal combustion engine drivetrain by effectively transferring power from the motor to the wheels. In electric drive trains, e-axles provide improved performance, lower weight, and increase energy efficiency.
According to the International Energy Agency (IEA) global annual EV outlook report published in April 2021, around 370 electric car models were available in 2020.
Growing demand for electric vehicles (EVs)
Modern EVs would not be the same without e-axles, which combine electric motors, power electronics, and gearboxes into a single, compact unit that improves vehicle performance and energy economy. As automakers shift towards electric power trains to meet emissions regulations and environmental goals, the E-Axle-a fully integrated drive solution combining motor, power electronics, and transmission-has become essential for EV efficiency. E-Axles improve power density, reduce weight, and enhance range, which are critical for EV performance. This demand is also fuelled by government incentives and consumer interest in sustainable options, pushing automakers to adopt compact, high-performance E-Axles in their electric line-ups to compete in the expanding EV market.
Limited charging infrastructure
E-Axles are essential for efficient electric drive trains in EVs, but their full potential depends on a reliable network of charging stations. In regions where charging stations are sparse, consumers face range anxiety, making them hesitant to adopt fully electric or hybrid vehicles that rely on E-Axle technology. This limited infrastructure also affects commercial fleets, which need frequent and dependable charging to operate efficiently. As a result, market demand and investment in E-Axle solutions are hindered, slowing both technological advancements and adoption rates across the EV sector.
Expansion of hybrid and commercial EVs
E-Axles integrate electric motors, power electronics, and transmissions into a single compact unit, providing enhanced efficiency and power density essential for hybrid and electric applications. With rising environmental regulations, the demand for hybrids, plug-in hybrids, and commercial EVs, such as delivery trucks and buses, has surged. This shift promotes E-Axles as they support increased torque and load-bearing capabilities, crucial for commercial EVs, while reducing vehicle weight, boosting range, and lowering emissions. The need for flexible, high-performance drive trains to meet these requirements is fuelling innovations and investments in E-Axle technologies.
Competition from alternative power train solutions
Alternative power train options, such as hydrogen fuel cells and conventional internal combustion engine (ICE) hybrids, compete with them by providing a viable low-emission option for heavy-duty applications. This could deter investment in the development of commercial EV axles. In the meanwhile, improvements in ICE hybrid technology offer a dependable, scalable, and effective choice that remains popular with producers and customers, particularly in areas with weak EV infrastructure. Battery technology limitations also influence the appeal of E-Axles, as competing systems with lower battery requirements may be more viable in certain applications. These alternative solutions can hinder E-Axle adoption by offering cost-effective, proven options that suit a wider range of vehicle types and operating conditions.
Covid-19 Impact
The COVID-19 pandemic initially disrupted the Automotive E-Axle market due to supply chain challenges, factory shutdowns, and delays in vehicle production. However, as the global automotive industry gradually shifted toward electric vehicles (EVs) and sustainable transportation solutions, the E-Axle market began recovering. Government incentives, an increased focus on clean energy, and rising demand for EVs drove market growth post-pandemic. The APAC region, in particular, saw rapid advancements in electric mobility, further accelerating the adoption of E-Axle systems.
The motor segment is expected to be the largest during the forecast period
The motor segment is estimated to have a lucrative growth, due to the power and efficiency of E-Axle systems. These motors convert electrical energy into mechanical power, enabling smooth and efficient propulsion in EVs and hybrids. High-performance motors in E-Axles help improve torque, speed, and overall energy efficiency, which is essential for EVs to match or exceed the capabilities of traditional power trains. Innovations in motor technology, such as lightweight designs and enhanced cooling systems, are expanding E-Axle applications across various vehicle types, from passenger cars to commercial trucks.
The commercial vehicles segment is expected to have the highest CAGR during the forecast period
The commercial vehicles segment is anticipated to witness the highest CAGR growth during the forecast period, due to the emission regulations and reduce operating costs. E-Axles offer a compact and integrated solution that combines electric motors, power electronics, and transmissions, making them ideal for heavy-duty applications that require high torque and power density, like trucks and buses. As cities push for greener public transport, electrified commercial vehicles become essential, increasing demand for efficient E-Axle systems. The ability of E-Axles to support payload efficiency and extend vehicle range enhances their appeal in the commercial segment.
Asia Pacific is projected to hold the largest market share during the forecast period due to increased electric vehicle (EV) adoption and supportive government policies. Countries like China, Japan, and India are key contributors, with rising demand for electric vehicles (EVs) and hybrid electric vehicles (HEVs). APAC is the largest and fastest-growing market, with substantial investments in electric mobility infrastructure and technology advancements. This market is expected to maintain its leadership position due to strong manufacturing capabilities, technological innovation, and favourable policy initiatives, along with the growing shift towards clean energy solutions.
North America is projected to have the highest CAGR over the forecast period, driven by rising demand for electric and hybrid vehicles. Government incentives, environmental concerns, and technological advancements are major factors pushing this market. North America is expected to hold a significant share due to strong investments from automakers in e-axle technology, aimed at enhancing electric vehicle performance and efficiency. Moreover, the region benefits from consumer adoption of renewable energy, contributing to a favorable market environment for electric propulsion systems.
Key players in the market
Some of the key players profiled in the Automotive E-Axle Market include Robert Bosch GmbH, Magna International Inc., Nidec Corporation, GKN Automotive Limited, Allison Transmission Inc., Schaeffler AG, ZF Friedrichshafen AG, Dana Limited, Linamar Corporation, Vitesco Technologies Group AG, Meritor, Inc., BorgWarner Inc., Valeo SA, Continental AG, Siemens AG, Hitachi Automotive Systems, Mitsubishi Electric Corporation, Hyundai Mobis, JTEKT Corporation and Unipres Corporation.
In October 2024, Nidec Motor Corporation (NMC), a subsidiary of Nidec, entered a key agreement with Ashok Leyland, a major Indian commercial vehicle manufacturer. This partnership focuses on developing electric motor-controller systems ("E-Drive") specifically for commercial vehicle electrification.
In May 2024, Mitsubishi Electric, Mitsubishi Electric Mobility, and AISIN announced their collaboration, intended to leverage Mitsubishi's expertise in power electronics and control optimization technologies alongside AISIN's vehicle integration capabilities. This joint venture will focus on creating an optimized E-Axle system that integrates both companies' technologies, including BluE Nexus systems.
In September 2024, Schaeffler highlighted its latest innovations and product expansions under its rebranded Schaeffler Vehicle Lifetime Solutions (VLS), showcasing repair and service solutions tailored for hybrid and electric vehicles.