汽车电气化市场－全球产业规模、份额、趋势、机会及预测（依产品类型、需求类别、车辆类型、地区及竞争格局划分，2021-2031年）

全球汽车电气化市场预计将从2025年的856.6亿美元成长到2031年的1,442.1亿美元，复合年增长率（CAGR）为9.07%。这项转型涉及从内燃机转向混合动力、插电式混合动力和纯电动车等电气化驱动架构的转变。市场成长的根本动力并非来自短暂的消费趋势，而是来自各国政府严格的排放法规和旨在实现碳中和的财政奖励。欧洲汽车製造商协会（ACEA）的一份报告预测，到2024年，电池式电动车将在欧盟占据13.6%的市场份额，这表明这些政策倡议在关键地区有效推动了电动车的普及。

然而，电动车产业面临一项重大挑战：公共充电网路的匮乏。快速充电桩的不足加剧了消费者的里程焦虑，并限制了电动车的实用性。这个基础设施缺口构成了巨大的物流障碍，即使在有利的法律​​环境下，也可能延缓市场饱和以及全球向永续交通途径的转型。

市场驱动因素

各国政府严格的排放标准和零排放要求的实施，正成为汽车产业结构转型的重要驱动力。世界各国纷纷推出法律体制，强制要求减少车队碳排放，迫使製造商实现车辆电气化以符合规定并避免处罚。这些监管压力透过设定具体的过渡期限，重新定义了生产蓝图，加速了内燃机的淘汰。根据国际能源总署（IEA）发布的《2024年全球电动车展望》，预计2023年全球电动车销量将达到1,400万辆。这一数字主要得益于有利的政策和标准，为相关人员提供了投资电气化所需的长期确定性。

同时，锂离子电池价格的下降正在缩小电动车与传统汽车的成本差距，显着提升电动车的经济性。规模化生产和技术进步降低了零件成本，使电动车更易于大众市场接受，并减少了对补贴的依赖。高盛2024年2月的分析报告预测，到2025年，电池平均成本将降至每度电9美元。资本成本的降低使得企业能够快速扩张业务规模，并提高利润率。正如大众汽车集团2024年的报告所示，电动车交付量增加了35%，达到77万辆，证明成熟的供应链正在推动销售成长。

市场挑战

公共充电基础设施不足仍然是全球汽车电气化市场成长的一大障碍。潜在买家普遍认为里程焦虑是主要限制因素，而这与缺乏可靠的快速充电桩直接相关。如果电动车的充电过程被认为比传统内燃机汽车加油更繁琐，消费者就更不愿意转换。这种犹豫不决会直接降低电动车的普及率，即使在汽车价格具有竞争力且提供财政诱因的市场也是如此。

基础设施的不足导致车辆供应与实际营运可行性之间有明显脱节。此外，资源分配不均阻碍了长途旅行，并限制了服务欠缺地区的市场进入。根据欧洲汽车製造商协会（ACEA）2024年的数据，欧盟61%的公共充电桩集中在三个成员国，而其他国家的覆盖率过低，难以实现永续普及。因此，这些物流方面的限制制约了潜在市场规模，并阻碍了监管政策本来可以产生的推动作用。

市场趋势

汽车产业正逐步采用磷酸锂铁（LFP）电池技术，以提升价值链稳定性与热稳定性。与镍锰钴电池不同，LFP电池不使用挥发性原料，提供了适合大规模生产的稳定解决方案。此外，LFP电池更长的循环寿命也进一步推动了这一转变，使其成为车队营运商的理想选择，因为他们更注重整体拥有成本而非能量密度的微小提升。根据国际能源总署（IEA）发布的《2024年全球电动车展望》，LFP电池将在2023年占据全球约40%的市场份额（按产能计），凸显了标准续航里程电动车向该技术的重大转变。

同时，製造商正在电力电子领域采用碳化硅 (SiC) 半导体，以最大限度地提高驱动效率并延长续航里程。这种材料在逆变器中优于传统的硅 IGBT，能够承受高压和高温运行，同时显着降低转换过程中的能量损耗。采用这些组件使汽车製造商能够在不牺牲续航里程的情况下缩小电池组的尺寸，从而有效解决重量和效率问题。 2024 年 2 月，安森美半导体 (ON Semiconductor) 在财务报告中宣布，其 2023 年碳化硅出货收入较前一年增长了四倍，这证实了碳化硅作为汽车动力系统技术正在迅速应用于工业领域。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章：客户评价

第五章 全球汽车电气化市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 依产品类型（起动马达、交流发电机、电动汽车马达、电动水泵、电动油泵、电动真空帮浦、电动燃油帮浦、电动方向盘、致动器、启动停止系统）
  • 依需求类别（OEM製造商、售后市场）
  • 依车辆类型（内燃机车辆、微混合动力汽车、全混合动力汽车、插电式混合动力车辆及纯电动汽车）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章 北美汽车电气化市场展望

• 市场规模及预测
• 市占率及预测
• 北美洲：国家分析
  • 美国
  • 加拿大
  • 墨西哥

第七章：欧洲汽车电气化市场展望

• 市场规模及预测
• 市占率及预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章 亚太地区汽车电气化市场展望

• 市场规模及预测
• 市占率及预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲汽车电气化市场展望

• 市场规模及预测
• 市占率及预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 南非

第十章：南美洲汽车电气化市场展望

• 市场规模及预测
• 市占率及预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第十一章 市场动态

• 司机
• 任务

第十二章 市场趋势与发展

• 併购
• 产品发布
• 最新进展

第十三章 全球汽车电气化市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的可能性
• 供应商电力
• 顾客权力
• 替代品的威胁

第十五章 竞争格局

• Robert Bosch GmbH
• Continental AG
• Denso Corporation
• Delphi Automotive PLC
• Johnson Electric
• Mitsubishi Electric Corporation
• Magna
• Aisin Seiki
• Borwagner
• Johnson Controls

第十六章 策略建议

第十七章：关于研究公司及免责声明

The Global Vehicle Electrification Market is projected to expand from USD 85.66 Billion in 2025 to USD 144.21 Billion by 2031, registering a CAGR of 9.07%. This transition involves shifting from internal combustion engines to electrically powered architectures, such as hybrid, plug-in hybrid, and fully battery-electric systems. The market's trajectory is fundamentally supported by strict government emission mandates and financial incentives designed to reach carbon neutrality, rather than fleeting consumer trends. As reported by the European Automobile Manufacturers' Association, battery electric vehicles captured a 13.6 percent market share within the European Union in 2024, demonstrating how these policy initiatives are successfully driving adoption rates in key regions.

Conversely, the industry faces a substantial hurdle regarding the insufficient deployment of public charging networks. The scarcity of available rapid charging points fuels consumer range anxiety and limits the practical usability of electric mobility options. This lack of infrastructure acts as a crucial logistical barrier that threatens to slow market saturation and delay the global shift toward sustainable transport, even amidst a favorable legislative backdrop.

Market Driver

The enforcement of rigorous government emission standards and zero-emission requirements acts as the principal driver for the automotive sector's structural overhaul. Nations globally are introducing legal frameworks requiring reduced fleet carbon emissions, forcing manufacturers to electrify to comply and escape penalties. These regulatory forces are redefining production roadmaps and hastening the exit of internal combustion engines by setting concrete transition deadlines. The International Energy Agency's 'Global EV Outlook 2024' noted that global electric car sales approached 14 million in 2023, a figure largely driven by favorable policies and standards, offering stakeholders the long-term confidence needed to invest in electrification.

At the same time, falling lithium-ion battery prices are markedly improving the economic viability of electric vehicles by closing the cost disparity with conventional cars. Manufacturing economies of scale and technological progress are lowering component expenses, enhancing mass-market affordability and reducing dependence on subsidies. An analysis by Goldman Sachs in February 2024 projects average battery costs to drop to USD 99 per kilowatt-hour by 2025. This capital cost reduction enables rapid operational scaling and better margins, evidenced by the Volkswagen Group's 2024 report showing a 35 percent rise in all-electric vehicle deliveries to 0.77 million units, proving that mature supply chains are driving volume growth.

Market Challenge

The lack of adequate public charging infrastructure remains a significant impediment to the growth of the global vehicle electrification market. Prospective buyers often identify range anxiety as a major discouragement, a sentiment directly tied to the scarcity of dependable rapid charging locations. When the logistics of recharging an electric vehicle are viewed as more burdensome than refueling a traditional internal combustion engine, consumer willingness to switch diminishes. This reluctance directly decelerates adoption rates, even in markets where vehicles offer competitive pricing or benefit from financial incentives.

This infrastructure gap establishes a clear disconnect between vehicle availability and practical operational feasibility. Furthermore, the unequal allocation of resources hinders long-distance travel and restricts market access in underserved regions. Data from the European Automobile Manufacturers' Association in 2024 reveals that 61 percent of the European Union's public charging points were located in only three member states, leaving other nations with coverage too sparse to sustain mass adoption. As a result, this logistical constraint limits the total addressable market and hampers the momentum otherwise created by regulatory policies.

Market Trends

The automotive industry is progressively adopting Lithium Iron Phosphate (LFP) battery chemistries to bolster supply chain stability and thermal safety. In contrast to Nickel-Manganese-Cobalt setups, LFP cells eschew volatile raw materials, providing a consistent solution for high-volume production. This shift is reinforced by the chemistry's extended cycle life, which is attractive to fleet operators who value total ownership costs over slight improvements in energy density. According to the International Energy Agency's 'Global EV Outlook 2024', LFP batteries attained a global market share by capacity of nearly 40 percent in 2023, validating the significant shift toward this technology in standard-range electric vehicles.

Concurrently, manufacturers are incorporating Silicon Carbide (SiC) semiconductors into power electronics to maximize drivetrain efficiency and extend range. This material supersedes conventional silicon IGBTs in inverters, enabling higher voltage and temperature operations with markedly lower energy loss during conversion. Using these components permits automakers to shrink battery pack dimensions without sacrificing range, effectively managing weight and efficiency issues. In February 2024, onsemi reported in its fiscal results that silicon carbide shipment revenue quadrupled year-over-year in 2023, underscoring the rapid industrial adoption of this technology for automotive propulsion.

Key Market Players

• Robert Bosch GmbH
• Continental AG
• Denso Corporation
• Delphi Automotive PLC
• Johnson Electric
• Mitsubishi Electric Corporation
• Magna
• Aisin Seiki
• Borwagner
• Johnson Controls

Report Scope

In this report, the Global Vehicle Electrification Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Vehicle Electrification Market, By Product Type

• Starter Motor
• Alternator
• Electric Car Motors
• Electric Water Pumps
• Electric Oil Pump
• Electric Vacuum Pump
• Electric Fuel Pump
• Electric Power Steering
• Actuators
• Start/Stop System

Vehicle Electrification Market, By Demand Category

• Original Equipment manufacturers (OEMs)
• Aftermarket

Vehicle Electrification Market, By Vehicle Type

• Internal Combustion Engine Vehicle
• Micro & Full Hybrid Vehicle
• Plug-in Hybrid Electric Vehicle (PHEV) & Battery Electric Vehicle (BEV)

Vehicle Electrification Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Vehicle Electrification Market.

Available Customizations:

Global Vehicle Electrification Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Vehicle Electrification Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Product Type (Starter Motor, Alternator, Electric Car Motors, Electric Water Pumps, Electric Oil Pump, Electric Vacuum Pump, Electric Fuel Pump, Electric Power Steering, Actuators, Start/Stop System)
  • 5.2.2. By Demand Category (Original Equipment manufacturers (OEMs), Aftermarket)
  • 5.2.3. By Vehicle Type (Internal Combustion Engine Vehicle, Micro & Full Hybrid Vehicle, Plug-in Hybrid Electric Vehicle (PHEV) & Battery Electric Vehicle (BEV))
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Vehicle Electrification Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Product Type
  • 6.2.2. By Demand Category
  • 6.2.3. By Vehicle Type
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Vehicle Electrification Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Product Type
      • 6.3.1.2.2. By Demand Category
      • 6.3.1.2.3. By Vehicle Type
  • 6.3.2. Canada Vehicle Electrification Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Product Type
      • 6.3.2.2.2. By Demand Category
      • 6.3.2.2.3. By Vehicle Type
  • 6.3.3. Mexico Vehicle Electrification Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Product Type
      • 6.3.3.2.2. By Demand Category
      • 6.3.3.2.3. By Vehicle Type

7. Europe Vehicle Electrification Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Product Type
  • 7.2.2. By Demand Category
  • 7.2.3. By Vehicle Type
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Vehicle Electrification Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Product Type
      • 7.3.1.2.2. By Demand Category
      • 7.3.1.2.3. By Vehicle Type
  • 7.3.2. France Vehicle Electrification Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Product Type
      • 7.3.2.2.2. By Demand Category
      • 7.3.2.2.3. By Vehicle Type
  • 7.3.3. United Kingdom Vehicle Electrification Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Product Type
      • 7.3.3.2.2. By Demand Category
      • 7.3.3.2.3. By Vehicle Type
  • 7.3.4. Italy Vehicle Electrification Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Product Type
      • 7.3.4.2.2. By Demand Category
      • 7.3.4.2.3. By Vehicle Type
  • 7.3.5. Spain Vehicle Electrification Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Product Type
      • 7.3.5.2.2. By Demand Category
      • 7.3.5.2.3. By Vehicle Type

8. Asia Pacific Vehicle Electrification Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Product Type
  • 8.2.2. By Demand Category
  • 8.2.3. By Vehicle Type
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Vehicle Electrification Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Product Type
      • 8.3.1.2.2. By Demand Category
      • 8.3.1.2.3. By Vehicle Type
  • 8.3.2. India Vehicle Electrification Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Product Type
      • 8.3.2.2.2. By Demand Category
      • 8.3.2.2.3. By Vehicle Type
  • 8.3.3. Japan Vehicle Electrification Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Product Type
      • 8.3.3.2.2. By Demand Category
      • 8.3.3.2.3. By Vehicle Type
  • 8.3.4. South Korea Vehicle Electrification Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Product Type
      • 8.3.4.2.2. By Demand Category
      • 8.3.4.2.3. By Vehicle Type
  • 8.3.5. Australia Vehicle Electrification Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Product Type
      • 8.3.5.2.2. By Demand Category
      • 8.3.5.2.3. By Vehicle Type

9. Middle East & Africa Vehicle Electrification Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Product Type
  • 9.2.2. By Demand Category
  • 9.2.3. By Vehicle Type
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Vehicle Electrification Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Product Type
      • 9.3.1.2.2. By Demand Category
      • 9.3.1.2.3. By Vehicle Type
  • 9.3.2. UAE Vehicle Electrification Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Product Type
      • 9.3.2.2.2. By Demand Category
      • 9.3.2.2.3. By Vehicle Type
  • 9.3.3. South Africa Vehicle Electrification Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Product Type
      • 9.3.3.2.2. By Demand Category
      • 9.3.3.2.3. By Vehicle Type

10. South America Vehicle Electrification Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Product Type
  • 10.2.2. By Demand Category
  • 10.2.3. By Vehicle Type
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Vehicle Electrification Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Product Type
      • 10.3.1.2.2. By Demand Category
      • 10.3.1.2.3. By Vehicle Type
  • 10.3.2. Colombia Vehicle Electrification Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Product Type
      • 10.3.2.2.2. By Demand Category
      • 10.3.2.2.3. By Vehicle Type
  • 10.3.3. Argentina Vehicle Electrification Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Product Type
      • 10.3.3.2.2. By Demand Category
      • 10.3.3.2.3. By Vehicle Type

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Vehicle Electrification Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Robert Bosch GmbH
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Continental AG
• 15.3. Denso Corporation
• 15.4. Delphi Automotive PLC
• 15.5. Johnson Electric
• 15.6. Mitsubishi Electric Corporation
• 15.7. Magna
• 15.8. Aisin Seiki
• 15.9. Borwagner
• 15.10. Johnson Controls

16. Strategic Recommendations

17. About Us & Disclaimer