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市场调查报告书
商品编码
1725131
2032年电动车牵引动力市场预测:按马达类型、额定功率、车辆类型和地区分類的全球分析Electric Vehicle Traction Market Forecasts to 2032 - Global Analysis By Motor Type (AC Motors, DC Motors and Other Motor Types), Power Rating, Vehicle Type and By Geography |
根据 Stratistics MRC 的数据,全球电动车牵引市场预计在 2025 年达到 165 亿美元,到 2032 年将达到 1,187 亿美元,预测期内的复合年增长率为 32.5%。
电动车 (EV) 牵引是将电能转换为运动以推动电动车的系统。与依赖内燃机的传统汽车不同,电动车使用动力来源的牵引马达来有效地驱动车轮。这些马达调节扭力和速度以确保最佳性能和能源效率。再生煞车等先进技术透过捕捉动能并将其储存起来以备后用,进一步提高了能源利用率。电动车牵引系统在永续交通中发挥关键作用,提高了车辆可靠性,减少了环境影响,并促进了现代移动解决方案的发展。
消费者对高性能电动车的需求不断增长
随着消费者对能够提供即时扭力和无缝动力传输的高性能电动车的需求日益增长,製造商正在改进其马达设计和电池整合。技术创新,包括改进的能源管理和热控制,将提高车辆效率和使用者体验。在政府奖励和基础设施建设的支持下,向电动车的转变将进一步推动市场扩张。
供应链对稀土的依赖
全球蕴藏量有限、地缘政治不确定性和贸易限制对製造商确保稳定供应构成了挑战。原料成本波动和提取复杂性增加了生产成本,影响了电动车的可负担性。公司正在探索替代马达技术,例如无磁性和感应系统,以减少对这些材料的依赖。
Vehicle-to-Grid(V2G) 和再生煞车集成
V2G 功能使电动车能够将多余的能量回馈给电网,支援能源优化并减少对传统电源的依赖。再生煞车透过将动能转换为可重复使用的电能来提高效率,延长电池寿命并降低整体电力消耗。这些技术创新不仅有助于永续性发展,而且还透过优化动力分配提高了车辆性能。
替代推进系统的出现
燃料电池电动车 (FCEV) 与传统电动动力传动系统竞争,因为与电池供电的电动车相比,它们具有更长的续航里程和更快的加油速度。混合动力推进系统将电动马达与传统引擎结合,具有灵活性,特别是在充电基础设施有限的地区。此外,固态电池技术的进步可能会改变现有牵引马达配置的需求。
由于经济不确定性,COVID-19 疫情扰乱了供应链,减缓了电动车的生产和消费者的采用。但由于各国政府优先考虑永续交通倡议,这场危机也加速了对电动车的投资。电动汽车牵引市场的参与者利用数位化製造和自动化来减轻营运挫折并使其供应链更具弹性。
预计DC马达市场在预测期内将占据最大份额
由于DC马达在电动车应用中的广泛应用,预计在预测期内将占据最大的市场占有率。DC马达效率高、速度控制精确、扭力输出稳定,是各种电动车牵引系统的理想选择。与电池供电架构的兼容性可实现无缝电力传输,从而提高车辆性能。DC马达技术的不断进步,包括改进的冷却机制和材料创新,有助于其占据市场主导地位。
预计燃料电池电动车 (FCEV) 领域在预测期内将以最高的复合年增长率成长。
预计燃料电池电动车 (FCEV) 领域将在预测期内呈现最高的成长率。 FCEV 使用氢燃料电池发电,因此比电池供电的电动车行驶里程更长、加油速度更快。特别是在重视采用清洁能源的地区,对氢能基础设施的投资正在增加,支持了 FCEV 的发展。汽车製造商正致力于提高效率以降低生产成本并提高市场竞争力。
在预测期内,预计北美将占据最大的市场占有率,这得益于强有力的政府政策、广泛的电动车基础设施以及主要汽车製造商对电气化的承诺。监管激励、税收激励和消费者意识提升倡议正在推动电动车的普及,增加了对先进牵引系统的需求。专注于能源效率和永续流动性的研究和开发正在塑造市场成长。
在预测期内,由于工业化进程加快、电动车普及率不断提高以及电池技术的进步,预计亚太地区将呈现最高的复合年增长率。在政府补贴和充电网路投资的支持下,中国、日本和印度等国家在扩大电动车领域处于领先地位。亚太地区在电动车製造和电池生产领域的强大影响力正在刺激持续的技术创新并推动更大的牵引系统整合。
According to Stratistics MRC, the Global Electric Vehicle Traction Market is accounted for $16.5 billion in 2025 and is expected to reach $118.7 billion by 2032 growing at a CAGR of 32.5% during the forecast period. Electric vehicle (EV) traction is the system responsible for converting electrical energy into motion to propel an EV. Unlike conventional vehicles that rely on internal combustion engines, EVs utilize traction motors powered by batteries or fuel cells to drive their wheels efficiently. These motors regulate torque and speed, ensuring optimal performance and energy efficiency. Advanced technologies, such as regenerative braking, further enhance energy utilization by recovering kinetic energy and storing it for later use. EV traction systems play a vital role in sustainable transportation, improving vehicle reliability, reducing environmental impact, and contributing to the evolution of modern mobility solutions.
Rising consumer demand for high performance EVs
Consumers increasingly seek high-performance EVs that deliver instant torque and seamless power delivery, prompting manufacturers to refine motor designs and battery integration. Technological innovations, including improved energy management and thermal control, enhance vehicle efficiency and user experience. The transition toward electric mobility, supported by government incentives and infrastructure development, further fuels market expansion.
Supply chain dependency on rare earth elements
Limited global reserves, geopolitical uncertainties, and trade restrictions pose challenges for manufacturers in securing a steady supply. Fluctuating raw material costs and extraction complexities contribute to production expenses, affecting the affordability of EVs. Companies are exploring alternative motor technologies, such as magnet-free and induction systems, to reduce reliance on these materials
Vehicle-to-grid (V2G) and regenerative braking integration
V2G capabilities enable electric vehicles to feed excess energy back into the grid, supporting energy optimization and reducing dependence on conventional power sources. Regenerative braking enhances efficiency by converting kinetic energy into reusable power, improving battery longevity and reducing overall electricity consumption. These innovations not only contribute to sustainability efforts but also enhance vehicle performance by optimizing power distribution.
Emergence of alternative propulsion systems
Fuel cell electric vehicles (FCEVs) offer extended range and faster refueling compared to battery-powered EVs, posing competition to traditional electric powertrains. Hybrid propulsion systems combining electric motors with conventional engines provide flexibility, especially for regions with limited charging infrastructure. Additionally, advancements in solid-state battery technology may alter the demand for existing traction motor configurations.
The COVID-19 pandemic disrupted supply chains, delayed EV production, and slowed consumer adoption due to economic uncertainties. However, the crisis also accelerated investments in electric mobility as governments prioritized sustainable transportation initiatives. EV traction market players leveraged digital manufacturing and automation to mitigate operational setbacks, leading to a more resilient supply chain.
The DC motors segment is expected to be the largest during the forecast period
The DC motors segment is expected to account for the largest market share during the forecast period owing to its widespread usage in electric vehicle applications. DC motors offer high efficiency, precise speed control, and consistent torque output, making them ideal for traction systems in various EV models. Their compatibility with battery-driven architectures enables seamless power delivery, enhancing vehicle performance. Continuous advancements in DC motor technology, including improved cooling mechanisms and material innovations, contribute to their dominance in the market.
The fuel cell electric vehicle (FCEV) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the fuel cell electric vehicle segment is predicted to witness the highest growth rate FCEVs utilize hydrogen fuel cells to generate electricity, providing an extended driving range and quicker refueling compared to battery-powered EVs. The growing investment in hydrogen infrastructure, particularly in regions emphasizing clean energy adoption, is boosting FCEV development. Automakers are focusing on efficiency improvements to reduce production costs and enhance market viability.
During the forecast period, the North America region is expected to hold the largest market share driven by strong government policies, extensive EV infrastructure, and leading automotive manufacturers' commitment to electrification. Regulatory incentives, tax benefits, and consumer awareness initiatives are propelling electric vehicle adoption, thereby increasing demand for advanced traction systems. Research and development efforts focused on energy efficiency and sustainable mobility are shaping market growth.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR fueled by rapid industrialization, growing EV adoption, and extensive battery technology advancements. Countries such as China, Japan, and India are at the forefront of electric mobility expansion, supported by government subsidies and investments in charging networks. Asia Pacific's strong presence in EV manufacturing and battery production fosters continuous technological innovation, driving higher traction system integration.
Key players in the market
Some of the key players in Electric Vehicle Traction Market include AB SKF, ABB, CG Power and Industrial Solutions Ltd, Continental Engineering Services, General Electric Company, Hitachi, Ltd., Kirloskar Electric Company Ltd, Nidec Corporation, Parker Hannifin Corp, Robert Bosch GmbH, Siemens AG, Skoda Transportation AS, Traktionssysteme Austria (TSA) GmbH, Turntide, Valeo, YASA Limited and ZF Friedrichshafen AG.
In September 2024, Bosch and Pirelli announced a collaboration to develop "intelligent tyre" technology aimed at enhancing safety, comfort, sustainability, and driving dynamics. This innovative technology will utilize tyre-integrated sensors from Pirelli alongside Bosch's hardware and software capabilities to collect, process, and transmit real-time tyre data to the vehicle's electronic control systems.
In August 2024, Nidec Advance Technology Corporation, a subsidiary of Nidec Corporation, announced the establishment of a new subsidiary in India. This strategic move aims to strengthen Nidec's presence in the fast-growing Indian market and support the expansion of its global operations.