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市场调查报告书
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1889407
电动汽车马达市场预测至2032年:全球马达类型、电动车类型、应用、组件、额定功率、动力传动系统类型、销售管道和区域分析Electric Vehicle Motor Market Forecasts to 2032 - Global Analysis By Motor Type, Electric Vehicle Type, Application, Component, Power Rating, Powertrain Type, Sales Channel, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球电动车马达市场规模将达到 249 亿美元,到 2032 年将达到 758 亿美元。
预计在预测期内,电动车马达市场将以17.2%的复合年增长率成长。电动汽车马达市场涵盖用于电池式电动车和混合动力汽车的牵引马达的设计、製造和整合。这包括感应马达、永磁电机和其他类型的电机,以及相关的控制电子设备和冷却系统。与内燃机相比,电动车具有高效率、大扭矩、结构紧凑和运行安静等优势,有助于提高车辆性能、降低消费量,并支持交通运输的大规模电气化。
促进全球电气化
电动汽车马达市场的关键驱动力在于全球交通运输电气化进程的空前推进。随着世界各国政府实施严格的排放法规并提供丰厚的消费者奖励,汽车製造商被迫加快扩大其电动车产品线。此外,消费者日益增强的环境永续性意识也稳定提升了对零排放汽车的需求。监管压力与消费者偏好转变的双重作用,为电动车马达製造商创造了一个强劲且不断增长的市场,确保了马达技术的持续投资和创新。
对稀土元素的依赖
限制市场成长的一大挑战是该产业对稀土元素的严重依赖,尤其是用于製造高强度永久磁铁的钕。这些材料的开采和加工高度集中于特定地区,导致供应链脆弱且不稳定。此外,价格波动和地缘政治紧张局势也对马达生产的稳定性构成严重威胁。这种依赖性增加了成本,并威胁到电动车製造商在其控制区域之外的战略自主权,促使它们探索替代马达设计方案。
与电力电子装置的集成
优化马达和逆变器的组合有望显着提升整个动力传动系统的效率、功率密度和续航里程。此外,这种协同作用还能实现更先进的扭力控制,进而改善车辆和驾驶性能。这一趋势正在推动马达和半导体製造商之间的合作开发,为产品差异化和提升马达以外的附加价值提供了机会。
激烈的全球竞争
市场面临现有汽车供应商和灵活新进入者的激烈竞争威胁。这种竞争挤压了利润空间,并迫使企业持续快速创新。企业必须加大研发投入,以开发更有效率、更经济、更紧凑的马达并扩大生产规模。在这个快速变化的环境中,如果无法跟上技术进步或实现具有竞争力的价格,就可能导致市场份额迅速流失。
新冠疫情初期对电动车电机市场造成了严重衝击,工厂停工,全球供应链中断,导致生产延误和零件短缺。然而,在政府强有力的奖励策略(包括绿色倡议和电动车补贴)的推动下,市场復苏速度出乎意料地快。这场危机加速了汽车产业向电气化的策略转型,许多汽车製造商将电动车专案纳入疫情后的復苏计划,最终促成了市场V型復苏。
预计在预测期内,永磁同步马达(PMSM)细分市场将占据最大的市场份额。
预计在预测期内,永磁同步马达(PMSM)将占据最大的市场份额。这项优势归功于其卓越的效率和高功率密度。大多数电池式电动车(BEV)都采用PMSM,因为其优异的性能能够直接转换为更长的续航里程。此外,PMSM尺寸紧凑、扭力输出高,使其成为从乘用车到商用车等各种应用的理想选择,并有望继续保持其行业标准地位。
预计在预测期内,纯电动车(BEV)细分市场将呈现最高的复合年增长率。
预计在预测期内,纯电动车(BEV)细分市场将实现最高成长率。电池成本下降、充电基础设施不断完善以及面向不同消费群体推出价格更亲民的纯电动汽车车型,都直接推动了这一加速增长。此外,政府加强扶持力度,逐步淘汰内燃机汽车,也显着提升了消费者对纯电动车的需求,并促使汽车製造商加大投资,使纯电动车成为汽车产业未来发展的核心。
预计亚太地区将在整个预测期内保持最大的市场份额。中国作为全球最大的电动车市场,在政府强有力的监管和强大的国内製造业生态系统的支持下,发挥核心作用。全球主要电动车製造商的入驻以及庞大且日益富裕的消费群,巩固了该地区的领先地位。此外,强大的本地关键零件供应链(包括马达和电池)为该地区提供了其他地区仍在发展的关键竞争优势。
预计亚太地区在预测期内将实现最高的复合年增长率。在中国持续快速成长的同时,印度和东南亚等新兴经济体也开始推出强而有力的电动车政策和激励措施,从而催生了新的高成长细分市场。该地区国内外企业之间的激烈竞争,以及对产能投资的不断增加,预计将推动成长。
According to Stratistics MRC, the Global Electric Vehicle Motor Market is accounted for $24.9 billion in 2025 and is expected to reach $75.8 billion by 2032, growing at a CAGR of 17.2% during the forecast period. The electric vehicle motor market involves the design, production, and integration of traction motors used in battery electric and hybrid vehicles. It covers induction, permanent magnet, and other motor types, along with associated control electronics and cooling systems. Benefits include high efficiency, strong torque, compact packaging, and quieter operation compared with combustion engines, enabling better vehicle performance, lower energy consumption, and support for mass electrification of transport.
Global Push for Electrification
The primary catalyst for the electric vehicle motor market is the unprecedented global push for transportation electrification. Governments worldwide are implementing stringent emission regulations and offering substantial consumer incentives, compelling automakers to accelerate their EV portfolios. Furthermore, rising consumer awareness regarding environmental sustainability is steadily increasing the demand for zero-emission vehicles. This powerful combination of regulatory pressure and shifting consumer preference creates a guaranteed and expanding market for EV motor manufacturers, ensuring continued investment and innovation in motor technologies.
Dependency on Rare-Earth Materials
A significant challenge constraining market growth is the industry's heavy reliance on rare-earth materials, particularly neodymium for high-strength permanent magnets. The extraction and processing of these materials are geographically concentrated, creating vulnerable and volatile supply chains. Additionally, price fluctuations and geopolitical tensions pose serious risks to stable motor production. This dependency increases costs and threatens the strategic autonomy of EV manufacturers outside the controlling regions, prompting a search for alternative motor designs.
Integration with Power Electronics
Optimizing the motor-inverter combination can lead to significant gains in overall powertrain efficiency, power density, and vehicle range. Moreover, this synergy enables more sophisticated torque control, improving vehicle performance and drivability. This trend encourages collaborative development between motor and semiconductor companies, which presents opportunities for product differentiation and value addition beyond the motor itself.
Intense Global Competition
The market faces the persistent threat of intense competition from both established automotive suppliers and a wave of new, agile entrants. This rivalry pressures profit margins and forces continuous, rapid innovation. Companies must invest heavily in research to develop more efficient, cost-effective, and compact motors while scaling production. The inability to keep pace with technological advancements or achieve competitive pricing can quickly lead to a loss of market share in this fast-evolving landscape.
The COVID-19 pandemic initially disrupted the EV motor market severely, causing factory shutdowns and fracturing global supply chains, which led to production delays and component shortages. However, the recovery was remarkably swift, fueled by strong governmental stimulus packages that often included green initiatives and EV subsidies. The crisis ultimately accelerated the automotive industry's strategic shift towards electrification, as many automakers prioritized EV programs in their post-pandemic recovery plans, leading to a V-shaped rebound for the market.
The permanent magnet synchronous motor (PMSM) segment is expected to be the largest during the forecast period
The permanent magnet synchronous motor (PMSM) segment is expected to account for the largest market share during the forecast period, a dominance attributed to its superior efficiency and high-power density. Most battery electric vehicles use PMSMs because they work so well, which directly leads to longer driving ranges. Furthermore, their compact size and high torque capability make them ideal for the diverse requirements of passenger and commercial vehicles, ensuring their continued prevalence as the industry standard.
The battery electric vehicle (BEV) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery electric vehicle (BEV) segment is predicted to witness the highest growth rate. Falling battery costs, expanding charging infrastructure, and the introduction of more affordable BEV models across various consumer segments directly fuel this accelerated growth. Additionally, increasingly supportive government policies that phase out internal combustion engines are steering both consumer demand and automaker investment decisively toward pure electric vehicles, making BEVs the central focus of the industry's future.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, anchored by China, the world's largest EV market, supported by aggressive government mandates and a robust domestic manufacturing ecosystem. The presence of major global EV manufacturers and a vast, increasingly affluent consumer base solidifies its dominant position. Moreover, strong local supply chains for key components, including motors and batteries, provide a critical competitive advantage that other regions are still developing.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. While China continues to grow rapidly, emerging economies like India and Southeast Asian nations are beginning to implement their own strong EV policies and incentives, creating new high-growth frontiers. The region's intense competition among local and international players, coupled with rising investments in production capacity, is expected to drive growth rate.
Key players in the market
Some of the key players in Electric Vehicle Motor Market include Robert Bosch GmbH, Siemens AG, ABB Ltd, Nidec Corporation, Mitsubishi Electric Corporation, Toshiba Corporation, Continental AG, DENSO Corporation, Magna International Inc., BorgWarner Inc., Hitachi Astemo, Ltd., AISIN CORPORATION, Valeo SA, ZF Friedrichshafen AG, MAHLE GmbH, and Johnson Electric Holdings Limited.
In October 2025, KPMG Australia launched the 2025 Nature Positive Challenge to support start-ups working in AI and the circular economy, complementing earlier circular-economy reports and advisory services.
In August 2025, BCG released "Spinning textile waste into value" and a related fashion circularity report, quantifying Europe's textile-waste opportunity and advising brands on circular business models.
In June 2025, Deloitte published "Circularity and value chains 2025: Multiplying effects", analysing how upcoming EU measures (including a planned Circular Economy Act) and the Circularity Gap Report 2025 reshape value chains and circular-economy strategy.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.