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市场调查报告书
商品编码
1935074
汽车马达市场 - 全球产业规模、份额、趋势、机会及预测(按产品类型、车辆类型、需求类别、应用、地区和竞争格局划分,2021-2031年)Automotive Motor Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Product Type, By Vehicle Type, By Demand Category, By Application, By Region & Competition,al, By Region & Competition, 2021-2031F |
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全球汽车马达市场预计将从 2025 年的 393.8 亿美元成长到 2031 年的 565.6 亿美元,年复合成长率为 6.22%。
这些电子机械装置对于将电能转化为机械运动至关重要,它们不仅为主要推进系统提供动力,还为空调、动力方向盘和车窗稳压器等辅助系统提供动力。市场成长主要得益于整个产业向电气化转型以及自动化安全和舒适功能的应用,这需要每辆车配备更高密度的分马力马达。电动车产量的不断增长也推动了这一结构性演变,因为电动车采用了高附加价值的牵引马达。值得注意的是,中国汽车工业协会(CAAM)的一份报告预测,到2024年,新能源汽车产量将达到约1,290万辆,凸显了电机密集产业的快速成长。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 393.8亿美元 |
| 市场规模:2031年 | 565.6亿美元 |
| 复合年增长率:2026-2031年 | 6.22% |
| 成长最快的细分市场 | 直流有刷电机 |
| 最大的市场 | 亚太地区 |
儘管取得了这些进展,但由于原物料价格波动,尤其是高效能永磁马达所需的稀土元素(如镝和钕)的价格波动,市场仍面临着巨大的障碍。地缘政治不稳定和供应链脆弱性加剧了这些成本,造成巨大的价格压力,侵蚀了製造商的利润率。这种财务上的不确定性可能会阻碍先进马达技术的更广泛应用,尤其是在对成本高度敏感的汽车细分市场,在这些市场中,保持价格可负担性对于市场渗透至关重要。
电动和混合动力汽车的广泛普及是汽车马达市场的主要驱动力,从根本上改变了车辆架构和零件需求。这项转型需要用电子机械替代方案取代传统的内燃机机械系统,例如电动水泵和空调压缩机。同时,高效能牵引马达也必不可少,这些马达通常部署在四轮驱动系统的多个位置。正如国际能源总署(IEA)在2024年4月发布的《2024年全球电动车展望》中所述,预计到2024年,电动车销量将达到约1700万辆。这一趋势还包括采用复杂双动力传动系统系统的混合动力车混合模式。例如,福特汽车公司报告称,2024年4月其混合动力汽车销量增长了42%,达到38421辆,这表明市场对依赖先进电机技术的电动驱动系统有着强劲的需求。
此外,全球汽车产量的扩张也是重要的次要驱动因素,直接增加了关键电子机械元件的需求。随着产业从供应链中断中復苏,汽车组装率的提高将确保对用于座椅调节器、雨刷、车窗等的标准实用马达的需求不断增长。这对于製造商实现规模经济和资助创新至关重要。根据欧洲汽车製造商协会 (ACEA) 2024 年 2 月发布的报告,预计 2023 年全球汽车产量将达到 9,350 万辆,比上年增长 10%。这一復苏趋势为市场提供了稳定的基础,确保分马力马达的消耗量将随着新兴市场和成熟市场整车组装的扩张而同步增长。
全球汽车马达市场面临的一大障碍是原物料价格波动,尤其是钕、镝等稀土元素波动,这些元素是製造高效能永磁马达所必需的。这些成本极易受到地缘政治不稳定和供应链中断的影响,造成难以预测的金融环境。这种波动使得製造商难以保证电动车零件生产所需的高资本密集型生产线的稳定利润,进而有效抑制了为满足未来需求而进行的积极扩张。
「由于成本上升,利润率大幅压缩,限制了行业应对价格衝击和投资下一代技术的能力。这种财务压力使供应商处境岌岌可危,威胁到其长期生存,并减缓了整体市场的发展。欧洲汽车零部件供应商协会 (CLEPA) 的报告凸显了这种压力,报告称,约 38% 的汽车供应商协会 (CLEPA) 的报告凸显了这种压力,报告称,约 38% 的汽车供应商协会 (CLEPA) 的报告凸显了这种压力,报告称,约 38% 的汽车供应商协会 (CLEPA) 的报告凸显了这种压力,报告称,约 38% 的汽车供应商预计到 2024年将处于盈亏平衡或亏损状态,这凸显了当前阻碍该行业增长轨蹟的重大财务挑战。
电动车架构的关键趋势是采用“整合式电驱动桥动力传动系统系统”,该系统将马达、电力电子设备和变速箱整合在一起。这种整合优化了功率密度并降低了车辆重量,直接满足了对紧凑型设计和更高续航里程的需求。汽车製造商越来越多地将这些高压系统外包,以简化供应链并降低组装成本。舍弗勒股份公司截至2024年3月的财年年度报告印证了这一转变,报告显示,其专注于此类整合解决方案的电动出行部门已获得51亿欧元的订单,表明业界对这种架构有着浓厚的兴趣。
同时,市场正果断转向稀土元素磁体技术,例如电励磁同步电机,以降低永久磁铁供应风险。透过采用感应转子技术取代昂贵的钕和镝,製造商既能提高永续性,又能将生产成本与波动的原料市场隔离。这种技术转变稳定了定价模式,并改善了推进系统的环境生命週期。例如,法雷奥于2024年10月宣布,其新开发的无磁电机系统iBEE与同类永磁电机相比,碳排放量将减少40%以上。
The Global Automotive Motor Market is projected to expand from USD 39.38 Billion in 2025 to USD 56.56 Billion by 2031, reflecting a compound annual growth rate of 6.22%. These electromechanical devices are essential for converting electrical energy into mechanical motion, supporting both primary propulsion and auxiliary systems like climate control, power steering, and window regulators. The market's growth is largely fueled by the industry-wide shift toward electrification and the incorporation of automated safety and comfort features, which require a higher density of fractional horsepower motors per vehicle. This structural evolution is underpinned by increasing electric vehicle production volumes that utilize high-value traction motors; notably, the China Association of Automobile Manufacturers reported that new energy vehicle production hit approximately 12.9 million units in 2024, highlighting the rapid growth of this motor-intensive sector.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 39.38 Billion |
| Market Size 2031 | USD 56.56 Billion |
| CAGR 2026-2031 | 6.22% |
| Fastest Growing Segment | DC Brushed Motor |
| Largest Market | Asia Pacific |
Despite these advances, the market faces a substantial hurdle due to the price volatility of raw materials, specifically rare earth elements such as dysprosium and neodymium required for high-efficiency permanent magnet motors. Geopolitical instability and supply chain fragility can amplify these costs, creating intense pricing pressures that erode manufacturer profit margins. This financial unpredictability threatens to impede the broader adoption of advanced motor technologies, particularly within cost-sensitive vehicle segments where maintaining affordability is crucial for market penetration.
Market Driver
The widespread adoption of electric and hybrid vehicles serves as the primary catalyst for the automotive motor market, fundamentally transforming vehicle architecture and component needs. This transition mandates the replacement of traditional internal combustion mechanical systems with electromechanical alternatives, such as electric water pumps and climate control compressors, while also requiring high-performance traction motors often deployed in multiples for all-wheel-drive systems. As highlighted in the International Energy Agency's 'Global EV Outlook 2024' from April 2024, electric car sales are anticipated to reach roughly 17 million units in 2024. This trend encompasses hybrid models using complex dual-powertrain systems; for instance, Ford Motor Company reported in April 2024 that its hybrid sales jumped 42 percent to 38,421 units, demonstrating strong demand for electrified drivetrains reliant on advanced motor technology.
Additionally, the expansion of global automotive manufacturing volumes acts as a critical secondary driver, directly scaling the procurement of essential electromechanical components. As the industry recovers from supply chain disruptions, increased vehicle assembly rates ensure growing demand for standard utility motors used in seat adjusters, wipers, and windows, which is vital for manufacturers to achieve economies of scale and fund innovation. According to the European Automobile Manufacturers' Association's February 2024 report, global vehicle production rose by 10 percent to 93.5 million units in 2023. This resurgence provides a stable foundation for the market, ensuring that fractional horsepower motor consumption grows in parallel with general automotive assembly across both emerging and established markets.
Market Challenge
A major obstacle facing the Global Automotive Motor Market is the volatility of raw material prices, particularly for rare earth elements like neodymium and dysprosium, which are critical for manufacturing high-efficiency permanent magnet motors. These costs are highly sensitive to geopolitical instability and supply chain disruptions, creating an unpredictable financial landscape. Such fluctuations make it difficult for manufacturers to guarantee stable returns on the capital-intensive production lines needed for electric vehicle components, effectively discouraging the aggressive operational scaling required to meet future demand.
The immediate consequence of these escalating costs is a severe compression of profit margins, limiting the industry's capacity to absorb pricing shocks or reinvest in next-generation technologies. This fiscal strain places suppliers in precarious positions, threatening their long-term viability and slowing overall market progress. Highlighting this pressure, the European Association of Automotive Suppliers (CLEPA) reported in 2024 that approximately 38% of automotive suppliers expected to operate at break-even or negative profitability levels, underscoring the acute financial challenges currently hampering the sector's growth trajectory.
Market Trends
A significant trend in electric vehicle architecture is the adoption of Integrated e-Axle Powertrain Systems, which consolidate the electric motor, power electronics, and transmission into unified 3-in-1 units. This integration optimizes power density and reduces vehicle weight, directly addressing the demand for compact packaging and extended driving ranges. Automakers are increasingly contracting these high-voltage systems to streamline supply chains and lower assembly costs. Evidence of this shift is seen in Schaeffler AG's March 2024 Annual Report, which noted that its E-Mobility division, specializing in these integrated solutions, recorded an order intake of 5.1 billion euros, signaling immense industry commitment to this topology.
Concurrently, the market is undergoing a decisive shift toward Rare-Earth-Free Magnet Technologies, such as Electrically Excited Synchronous Motors, to mitigate supply risks associated with permanent magnets. By utilizing inductive rotor technologies instead of expensive neodymium and dysprosium, manufacturers can decouple production costs from volatile raw material markets while enhancing sustainability. This technological pivot stabilizes pricing models and improves the environmental lifecycle of propulsion systems; for example, Valeo announced in October 2024 that its new iBEE magnet-free motor system is expected to reduce the carbon footprint by over 40 percent compared to equivalent permanent magnet motors.
Report Scope
In this report, the Global Automotive Motor Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Automotive Motor Market.
Global Automotive Motor 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: