电动两轮车零件市场－全球产业规模、份额、趋势、机会及预测（按车辆类型、需求类别、零件类型、地区和竞争格局划分，2021-2031年）

全球电动两轮车零件市场预计将从 2025 年的 451.2 亿美元成长到 2031 年的 722.4 亿美元，复合年增长率为 8.16%。

该细分市场涵盖了电池驱动摩托车和Scooter运作所必需的电气和机械子系统，包括控制器、牵引马达、电池管理系统和充电单元。该市场的成长主要得益于政府严格的排放法规，这些法规鼓励逐步淘汰内燃机，以及都市化中对高效、低排放个人交通工具日益增长的需求。这些监管和经济因素确保了对轻量化结构件和专用电动动力传动系统总成的稳定需求，从而推动了该行业的扩张，使其不受消费技术趋势的影响。

然而，由于主要製造地需求波动，市场面临许多障碍，导致全球供应链缺乏可预测性。这种波动对零件供应商的库存管理和长期生产计画带来了巨大挑战。例如，中国摩托车商会的数据显示，预计2024年，电动摩托车的产量将达到约340万辆。这项数据凸显了持续的监管变化和市场调整对整车製造商（OEM）零件需求量的影响。

市场驱动因素

政府优惠补贴和政策的实施是推动电动两轮车零件市场发展的关键因素，有效缩小了电动车和内燃机车型之间的价格差距。这些财政奖励正在加速马达、控制器和线束等关键零件的采购，製造商正扩大生产规模以满足补贴后的需求。此外，许多方案都要求在国内进行增值，迫使供应商实现在地化生产才能获得财政诱因。正如印度新闻资讯局在2024年9月发布的题为「内阁核准PM E-DRIVE计画」的声明中所述，印度政府已拨款367.9亿卢比，用于支持248万辆电动两轮车的推广，从而保障了传动系统和电子零件製造商未来的订单。

第二个关键驱动因素是电池技术的进步和电池组成本的下降，这从根本上改变了整体拥有成本，并扩大了供应商的目标市场。随着电芯化学技术向更经济实惠的钠离子电池和磷酸锂铁（LFP）解决方案发展，电池成本的降低使得整车製造商（OEM）能够投资于更先进的电力电子和电池管理系统。根据CnEVPost 2024年2月发表的报导，主要製造商的目标是将电芯成本降至每瓦时0.3元人民币，这将显着降低零件成本。成本的降低正在推动价格敏感地区的销售成长，印度汽车经销商联合会报告称，2024财年印度电动两轮车的零售将达到约94.7万辆。

市场挑战

主要製造地的需求波动是全球电动两轮车零件市场成长的一大障碍。这种不确定性导致整个供应链效率低下，零件製造商难以准确预测生产需求。由于订单量不稳定，供应商被迫维持保守的库存水准以避免滞销库存，而这种做法占用了营运资金并降低了利润率。因此，企业不愿进行推动产业发展所需的长期设备改造与研发。

这种不稳定性在近期全球最大市场的表现指标中显露无疑：根据中国摩托车工业协会的数据显示，2024年电动摩托车销量将年减约28%。这一显着下滑表明市场需求不稳定，削弱了零件行业持续投资所需的信心，并直接阻碍了全球市场的扩张步伐。

市场趋势

高性能车型向中置马达的转变正在从根本上重塑动力传动系统产业。这主要是由于消费者对踏板车的偏好，与入门级轮毂式马达车型相比，Scooter拥有更优异的温度控管和爬坡能力。这种转变需要复杂的皮带、滑轮和后摇臂安装单元的组装，从而将价值创造的重心从简单的轮毂整合马达转移到复杂的传动系统。采用这些动力传动系统的高阶车型销售快速成长，证明了这一趋势的商业性可行性。例如，Hero MotoCorp在2025年4月发布的新闻稿《Hero MotoCorp在2025财年巩固市场领导地位》中指出，其电动车销量较上年度增长了200%，并将这一成功主要归功于其高性能VIDA平台。

同时，物联网赋能的智慧电池管理系统（BMS）的普及，正将组件架构从以硬体为中心的模式转变为以软体定义的价值链。製造商正越来越多地将先进的微处理器和远端资讯处理单元直接整合到电池组中，以实现即时健康监测、预测性热平衡控制和空中韧体更新。这种对智慧能源管理的关注，迫使原始设备製造商（OEM）在软体工程和电子架构方面投入大量资金。根据Ather Energy Limited于2025年4月提交的招股说明书摘要，该公司已拨款75亿印度卢比用于研发，这凸显了整个行业正朝着开发能够使组件脱颖而出的独特智能係统的方向转变。

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 全球电动机车零件市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 依车辆类型（摩托车、Scooter）
  • 依需求类别（OEM、售后市场）
  • 依组件类型（电池组、DC-DC转换器、控制器/变频器、马达、车用充电器、其他组件类型）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章 北美电动机车零件市场展望

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

第七章：欧洲电动机车零件市场展望

• 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 亚太地区电动机车零件市场展望

• 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：中东和非洲电动摩托车零件市场展望

• 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：南美洲电动摩托车零件市场展望

• 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 全球电动摩托车零件市场：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

• Continental AG
• Robert Bosch GmbH
• Denso Corporation
• Hella GmbH & Co. KGaA
• Toyota Industries Corporation
• Hyundai Mobis
• Samsung SDI Co. Ltd
• Panasonic Corporation
• Contemporary Amperex Technology Co. Ltd.（CATL）
• BorgWarner Inc

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 Electric Two-Wheeler Components Market is projected to expand from USD 45.12 Billion in 2025 to USD 72.24 Billion by 2031, reflecting a CAGR of 8.16%. This sector encompasses the critical electrical and mechanical subsystems necessary for operating battery-powered motorcycles and scooters, including controllers, traction motors, battery management systems, and charging units. Growth in this market is fundamentally supported by strict government emission regulations that encourage the shift away from internal combustion engines, alongside rising urbanization that demands efficient, low-emission personal mobility options. These regulatory and economic drivers ensure a consistent demand for lightweight structural parts and specialized electric powertrains, fostering industry expansion independent of consumer technology trends.

However, the market faces a substantial obstacle due to demand volatility in key manufacturing hubs, which introduces unpredictability into the global supply chain. This fluctuation creates significant difficulties for component suppliers regarding inventory management and long-term production planning. For instance, data from the China Chamber of Commerce for Motorcycles indicates that the production of electric motorcycles stood at roughly 3.4 million units in 2024, a statistic that underscores the ongoing regulatory shifts and market adjustments that directly impact the volume of components required by original equipment manufacturers.

Market Driver

The implementation of favorable government subsidies and policies acts as a primary catalyst for the electric two-wheeler components market, effectively bridging the price gap between electric vehicles and internal combustion engine models. These financial incentives accelerate the procurement of essential parts like motors, controllers, and wiring harnesses as manufacturers scale up production to meet subsidized demand. Additionally, many schemes mandate domestic value addition, compelling suppliers to localize manufacturing to qualify for fiscal benefits. As noted by the Press Information Bureau in September 2024 regarding the 'Cabinet approves PM E-DRIVE Scheme,' the Government of India has allocated INR 3,679 crore to support the deployment of 2.48 million electric two-wheelers, thereby securing future order volumes for drivetrain and electronic component manufacturers.

A second critical driver is the advancement of battery technology and declining pack costs, which fundamentally alters total ownership costs and expands the addressable market for suppliers. As cell chemistry evolves toward more affordable Sodium-ion and Lithium Iron Phosphate (LFP) solutions, the reduction in battery expenses allows OEMs to invest in superior power electronics and battery management systems. According to a February 2024 CnEVPost article titled 'CATL, BYD pushing battery costs down,' major manufacturers are targeting cell costs as low as RMB 0.3 per watt-hour, significantly lowering the bill of materials. This cost reduction supports volume growth in price-sensitive regions, evidenced by the Federation of Automobile Dealers Associations reporting retail sales of approximately 947,000 electric two-wheelers in India for the 2024 fiscal year.

Market Challenge

Demand volatility within major manufacturing hubs presents a formidable barrier to the growth of the Global Electric Two-Wheeler Components Market. This unpredictability causes severe inefficiencies throughout the supply chain, making it difficult for component manufacturers to accurately forecast production requirements. The absence of stable order volumes forces suppliers to maintain conservative inventory levels to avoid dead stock, a practice that ties up working capital and erodes profit margins. Consequently, companies are often hesitant to commit to the long-term facility upgrades and research initiatives necessary to advance the industry.

The severity of this instability is highlighted by recent performance metrics from the world's largest market. Data from the China Chamber of Commerce for Motorcycles reveals that sales of electric motorcycles in 2024 experienced a year-on-year decline of approximately 28%. This significant contraction illustrates the erratic nature of market demand, which undermines the confidence required for sustained investment in the component sector and directly hampers the pace of global market expansion.

Market Trends

The transition toward mid-drive motors for high-performance models is fundamentally reshaping the drivetrain segment, driven by consumer preference for scooters that offer superior thermal management and gradeability compared to entry-level hub motor variants. This shift requires a complex assembly of belts, pulleys, and swing-arm mounted units, migrating value generation from simple wheel-integrated motors to sophisticated transmission systems. The commercial viability of this trend is confirmed by the rapid growth of premium vehicle sales utilizing these powertrains; for example, Hero MotoCorp's April 2025 press release, 'Hero MotoCorp Fortifies Market Leadership in Financial Year 2025,' reported a 200% surge in electric vehicle sales over the previous fiscal year, largely attributed to the success of its high-performance VIDA platform.

Simultaneously, the adoption of IoT-enabled smart battery management systems (BMS) is transforming the component landscape from a hardware-centric model to a software-defined value chain. Manufacturers are increasingly embedding advanced microprocessors and telematics units directly into battery packs to enable real-time state-of-health monitoring, predictive thermal balancing, and over-the-air firmware updates. This emphasis on intelligent energy management has compelled OEMs to direct substantial capital toward software engineering and electronic architecture. According to Ather Energy Limited's 'Abridged Prospectus' filed in April 2025, the firm allocated INR 750 crore to research and development, underscoring the industry-wide pivot toward developing proprietary intelligent systems that differentiate component capabilities.

Key Market Players

• Continental AG
• Robert Bosch GmbH
• Denso Corporation
• Hella GmbH & Co. KGaA
• Toyota Industries Corporation
• Hyundai Mobis
• Samsung SDI Co. Ltd
• Panasonic Corporation
• Contemporary Amperex Technology Co. Ltd. (CATL)
• BorgWarner Inc

Report Scope

In this report, the Global Electric Two-Wheeler Components Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Electric Two-Wheeler Components Market, By Vehicle Type

• Motorcycle
• Scooter

Electric Two-Wheeler Components Market, By Demand Category

• OEM
• Aftermarket

Electric Two-Wheeler Components Market, By Component Type

• Battery Packs
• DC-DC Converter
• Controller & Inverter
• Motor
• On-Board Chargers
• Other Component Types

Electric Two-Wheeler Components 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 Electric Two-Wheeler Components Market.

Available Customizations:

Global Electric Two-Wheeler Components 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 Electric Two-Wheeler Components Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Vehicle Type (Motorcycle, Scooter)
  • 5.2.2. By Demand Category (OEM, Aftermarket)
  • 5.2.3. By Component Type (Battery Packs, DC-DC Converter, Controller & Inverter, Motor, On-Board Chargers, Other Component Types)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Electric Two-Wheeler Components Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Vehicle Type
  • 6.2.2. By Demand Category
  • 6.2.3. By Component Type
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Electric Two-Wheeler Components 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 Vehicle Type
      • 6.3.1.2.2. By Demand Category
      • 6.3.1.2.3. By Component Type
  • 6.3.2. Canada Electric Two-Wheeler Components 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 Vehicle Type
      • 6.3.2.2.2. By Demand Category
      • 6.3.2.2.3. By Component Type
  • 6.3.3. Mexico Electric Two-Wheeler Components 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 Vehicle Type
      • 6.3.3.2.2. By Demand Category
      • 6.3.3.2.3. By Component Type

7. Europe Electric Two-Wheeler Components Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Vehicle Type
  • 7.2.2. By Demand Category
  • 7.2.3. By Component Type
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Electric Two-Wheeler Components 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 Vehicle Type
      • 7.3.1.2.2. By Demand Category
      • 7.3.1.2.3. By Component Type
  • 7.3.2. France Electric Two-Wheeler Components 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 Vehicle Type
      • 7.3.2.2.2. By Demand Category
      • 7.3.2.2.3. By Component Type
  • 7.3.3. United Kingdom Electric Two-Wheeler Components 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 Vehicle Type
      • 7.3.3.2.2. By Demand Category
      • 7.3.3.2.3. By Component Type
  • 7.3.4. Italy Electric Two-Wheeler Components 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 Vehicle Type
      • 7.3.4.2.2. By Demand Category
      • 7.3.4.2.3. By Component Type
  • 7.3.5. Spain Electric Two-Wheeler Components 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 Vehicle Type
      • 7.3.5.2.2. By Demand Category
      • 7.3.5.2.3. By Component Type

8. Asia Pacific Electric Two-Wheeler Components Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Vehicle Type
  • 8.2.2. By Demand Category
  • 8.2.3. By Component Type
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Electric Two-Wheeler Components 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 Vehicle Type
      • 8.3.1.2.2. By Demand Category
      • 8.3.1.2.3. By Component Type
  • 8.3.2. India Electric Two-Wheeler Components 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 Vehicle Type
      • 8.3.2.2.2. By Demand Category
      • 8.3.2.2.3. By Component Type
  • 8.3.3. Japan Electric Two-Wheeler Components 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 Vehicle Type
      • 8.3.3.2.2. By Demand Category
      • 8.3.3.2.3. By Component Type
  • 8.3.4. South Korea Electric Two-Wheeler Components 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 Vehicle Type
      • 8.3.4.2.2. By Demand Category
      • 8.3.4.2.3. By Component Type
  • 8.3.5. Australia Electric Two-Wheeler Components 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 Vehicle Type
      • 8.3.5.2.2. By Demand Category
      • 8.3.5.2.3. By Component Type

9. Middle East & Africa Electric Two-Wheeler Components Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Vehicle Type
  • 9.2.2. By Demand Category
  • 9.2.3. By Component Type
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Electric Two-Wheeler Components 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 Vehicle Type
      • 9.3.1.2.2. By Demand Category
      • 9.3.1.2.3. By Component Type
  • 9.3.2. UAE Electric Two-Wheeler Components 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 Vehicle Type
      • 9.3.2.2.2. By Demand Category
      • 9.3.2.2.3. By Component Type
  • 9.3.3. South Africa Electric Two-Wheeler Components 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 Vehicle Type
      • 9.3.3.2.2. By Demand Category
      • 9.3.3.2.3. By Component Type

10. South America Electric Two-Wheeler Components Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Vehicle Type
  • 10.2.2. By Demand Category
  • 10.2.3. By Component Type
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Electric Two-Wheeler Components 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 Vehicle Type
      • 10.3.1.2.2. By Demand Category
      • 10.3.1.2.3. By Component Type
  • 10.3.2. Colombia Electric Two-Wheeler Components 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 Vehicle Type
      • 10.3.2.2.2. By Demand Category
      • 10.3.2.2.3. By Component Type
  • 10.3.3. Argentina Electric Two-Wheeler Components 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 Vehicle Type
      • 10.3.3.2.2. By Demand Category
      • 10.3.3.2.3. By Component 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 Electric Two-Wheeler Components 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. Continental AG
  • 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. Robert Bosch GmbH
• 15.3. Denso Corporation
• 15.4. Hella GmbH & Co. KGaA
• 15.5. Toyota Industries Corporation
• 15.6. Hyundai Mobis
• 15.7. Samsung SDI Co. Ltd
• 15.8. Panasonic Corporation
• 15.9. Contemporary Amperex Technology Co. Ltd. (CATL)
• 15.10. BorgWarner Inc

16. Strategic Recommendations

17. About Us & Disclaimer