电动牵引马达市场 - 全球产业规模、份额、趋势、机会及预测（按类型、功率、应用、地区和竞争格局划分，2021-2031年）

全球电动牵引马达市场预计将从 2025 年的 211.8 亿美元成长到 2031 年的 438.2 亿美元，复合年增长率达到 12.88%。

这些将电能转化为机械扭矩的电子机械装置，对于电动车、火车和工业机械的推进至关重要。市场成长的主要驱动力是各国政府日益严格的排放标准以及全球向永续交通的转型，从而催生了对高效推进技术的强劲需求。这种需求在主要市场尤为明显；例如，中国汽车工业协会（CAAM）报告称，到2024年，中国新能源汽车销量将达到1287万辆，凸显了这些零件在汽车行业的重要作用。

然而，原材料供应链的不稳定性对市场成长构成重大障碍。对稀土元素（尤其是永磁马达所需的稀土金属）的高度依赖，使製造商面临生产成本波动和潜在供不应求。这些供应链脆弱性造成了财务风险，并威胁到该行业有效扩大生产规模以满足不断增长的全球需求并保持价格竞争力的能力。

市场驱动因素

全球对电动和混合动力汽车日益增长的需求正成为全球电动牵引马达市场的主要驱动力，从根本上重塑汽车供应链。随着汽车製造商加快响应脱碳指令并向全电动产品组合转型，乘用车和商用车领域对高效能动力系统的需求正在迅速成长。国际能源总署（IEA）于2024年4月发布的《2024年全球电动车展望》预测，到2024年，全球电动车销量将达到约1,700万辆，占20%的市场份额。这股电气化浪潮也正扩展到物流业，为重型马达提供了新的成长机会。特别是，根据欧洲汽车製造商协会（ACEA）的一份报告，2024年上半年欧盟註册的纯电动卡车数量增加了51.6%。

同时，铁路电气化计划和地铁系统的扩建是关键驱动因素，需要先进的马达来实现永续的公共交通。世界各国政府正优先推进铁路网的脱碳，以柴油机车，而电力火车头需要动力强劲且可靠的牵引马达。开发中国家雄心勃勃的现代化目标也凸显了这项基础建设的推进。例如，2024年11月，印度铁路部宣布，全国铁路网累计电气化里程已达64,285公里，覆盖了近97%的宽轨铁路网。此类大规模电气化计画确保了对铁路马达的长期稳定需求，并使製造商免受汽车消费市场波动的影响。

市场挑战

原料供应链，尤其是稀土元素链的不稳定性，对全球电动牵引马达市场的成长构成重大阻碍。永磁同步马达因其高功率密度而备受电动车青睐，但其运行高度依赖钕、镝等元素。这些有限资源的定价波动和供应不稳定，使得製造商难以稳定生产成本。当供应链中断或价格飙升时，製造商往往必须承担更高的营运成本，而这会波及整个价值链，最终推高电动车的最终成本，使其在与内燃机汽车的竞争中处于劣势。

供应不稳定直接阻碍了产业的扩张能力。根据国际能源总署（IEA）发布的《2024年全球关键矿产展望》，稀土元素和其他关键矿产的需求正以每年高达15%的速度增长，令现有产能捉襟见肘。需求激增加上供应不确定性，为电机供应商带来了巨大的财务风险，抑制了资本投资，并延缓了实现全球电气化目标所需的大规模生产进程。

市场趋势

多合一电子桥牵引系统的应用，透过将牵引马达、逆变器、变速箱和辅助部件整合到一个紧凑的单元中，从根本上改变了动力系统的设计。这种整合缩小了动力传动系统的物理尺寸和整体重量，同时减少了对复杂高压线路的需求，降低了製造成本，并优化了重量，从而提高了车辆的续航里程。製造商正迅速从基本的3合1单元发展到复杂的8合1和12合1拓扑结构，以最大限度地提高功率密度。鑑于系统的快速扩展，博格华纳在其2024年2月发布的「2023财年业绩」中预测，到2024年，其电子产品销售额将达到25亿至28亿美元。

同时，消费者对超快充电和更高能源效率的需求正推动着向高压800V马达架构的加速转型。透过将工作电压提高到传统400V系统的两倍，这种架构显着降低了电流，从而可以使用更细的定子绕组和更轻的线束，减少电阻造成的铜损。这种转型通常与碳化硅逆变器配合使用，以应对更高的热负载和开关频率。小鹏汽车2025年1月发布的季度报告显示，其汽车交付量创下91,507辆的纪录，这主要得益于其基于SEPA 2.0 800V高压碳化硅平台的产品阵容，也印证了这项技术的市场成功。

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 全球电动牵引马达市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 依类型（交流电、直流电）
  • 依额定输出功率（小于 200kW、200-400kW、400kW 或以上）
  • 依应用领域（铁路、电动车、工业机械等）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章 北美电动牵引马达市场展望

• 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：欧洲电动牵引马达市场展望

• 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 亚太地区电动牵引马达市场展望

• 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：中东和非洲电力牵引马达市场展望

• 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：南美洲电动牵引马达市场展望

• 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 全球电动牵引马达市场：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

• ABB Ltd.
• Siemens AG
• General Electric Company
• Kirloskar Electric Company Ltd.
• CG Power and Industrial Solutions Ltd.
• CRRC Corporation Limited
• Alstom SA
• Toshiba Corporation
• Skoda Transportation AS
• Robert Bosch GmbH

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 Traction Motor Market is projected to expand from USD 21.18 Billion in 2025 to USD 43.82 Billion by 2031, achieving a CAGR of 12.88%. These electromechanical devices, which convert electrical energy into mechanical torque, are essential for propelling electric vehicles, railways, and industrial machinery. The market's growth is primarily supported by strict government emission standards and a worldwide shift toward sustainable mobility, creating a strong need for efficient propulsion technologies. This demand is evident in major markets; for instance, the China Association of Automobile Manufacturers reported that new energy vehicle sales in China hit 12.87 million units in 2024, highlighting the critical role of these components in the automotive sector.

However, the volatility of raw material supply chains poses a significant barrier to market growth, particularly regarding the rare earth metals needed for permanent magnet motors. Reliance on these specific resources exposes manufacturers to fluctuating production costs and potential supply shortages. These supply chain vulnerabilities create financial risks and threaten the industry's ability to scale production effectively to meet rising global demand while remaining price-competitive.

Market Driver

The escalating global demand for electric and hybrid vehicles serves as the primary catalyst for the Global Electric Traction Motor Market, fundamentally reshaping automotive supply chains. As OEMs expedite their shift toward all-electric portfolios to comply with decarbonization mandates, the need for high-efficiency propulsion systems has surged across both passenger and commercial sectors. In its 'Global EV Outlook 2024' released in April 2024, the International Energy Agency (IEA) projected that global electric car sales would reach approximately 17 million units in 2024, capturing a 20% market share. This electrification wave is also expanding into the logistics industry, offering a new avenue for growth in heavy-duty motors; notably, the European Automobile Manufacturers' Association (ACEA) reported a 51.6% increase in electrically chargeable lorry registrations in the EU during the first half of 2024.

concurrently, the expansion of railway electrification projects and metro transit systems acts as a crucial driver, requiring advanced motors for sustainable mass transit. Governments globally are prioritizing the decarbonization of rail networks by replacing diesel locomotives with electric counterparts that depend on powerful, reliable traction motors. This infrastructure push is highlighted by ambitious modernization goals in developing economies; for example, the Ministry of Railways, Government of India, announced in November 2024 that the national network had achieved cumulative electrification of 64,285 route kilometers, covering nearly 97% of its broad gauge network. Such extensive electrification initiatives ensure consistent, long-term demand for railway-grade motors, shielding manufacturers from the fluctuations of the consumer automotive market.

Market Challenge

The instability of raw material supply chains, especially regarding rare earth metals, represents a formidable obstacle to the growth of the Global Electric Traction Motor Market. Permanent magnet synchronous motors, which are favored for electric vehicles due to their high power density, rely heavily on specific elements like neodymium and dysprosium. The erratic pricing and inconsistent availability of these finite resources make it difficult for manufacturers to stabilize production costs. When supply chains fracture or prices surge, manufacturers often face increased operational expenses that are passed down the value chain, inflating the final cost of electric vehicles and diminishing their competitiveness against internal combustion engine alternatives.

This supply insecurity directly hampers the industry's capacity to scale operations. According to the International Energy Agency's 'Global Critical Minerals Outlook 2024,' the demand for rare earth elements and other critical minerals rose by up to 15% in the previous year, straining existing production capabilities. This intensifying demand, combined with supply unpredictability, creates substantial financial risks for motor suppliers, causing hesitation in capital investment and delaying the mass production necessary to achieve global electrification targets.

Market Trends

The adoption of Multi-in-One E-Axle Drive Systems is fundamentally transforming propulsion design by integrating the traction motor, inverter, gearbox, and auxiliary components into a single, compact unit. This consolidation decreases the drivetrain's physical footprint and overall weight while reducing the need for complex high-voltage cabling, thereby lowering manufacturing costs and enhancing vehicle range through weight optimization. Manufacturers are increasingly advancing from basic 3-in-1 units to complex 8-in-1 or 12-in-1 topologies to maximize power density. Reflecting the rapid scaling of these systems, BorgWarner's 'Full Year 2023 Results' in February 2024 projected that its 2024 eProduct sales would range between $2.5 billion and $2.8 billion.

Simultaneously, the shift toward High-Voltage 800V Motor Architectures is accelerating to meet consumer demand for ultra-fast charging and superior energy efficiency. By doubling the operating voltage of legacy 400V systems, this architecture significantly lowers current flow, allowing for thinner stator windings and lighter wiring harnesses, which reduces resistive copper losses. This transition is often paired with silicon carbide inverters to manage higher thermal loads and switching frequencies. The market success of this technology was underscored by XPeng Inc. in January 2025, reporting a quarterly record of 91,507 vehicle deliveries, driven largely by its product lineup built on the SEPA 2.0 800V high-voltage silicon carbide platform.

Key Market Players

• ABB Ltd.
• Siemens AG
• General Electric Company
• Kirloskar Electric Company Ltd.
• CG Power and Industrial Solutions Ltd.
• CRRC Corporation Limited
• Alstom SA
• Toshiba Corporation
• Skoda Transportation AS
• Robert Bosch GmbH

Report Scope

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

Electric Traction Motor Market, By Type

• Alternating Current
• Direct Current

Electric Traction Motor Market, By Power Rating

• Below 200 kW
• 200 - 400 kW
• Above 400 kW

Electric Traction Motor Market, By Application

• Railway
• Electric Vehicle
• Industrial Machinery
• Others

Electric Traction Motor 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 Traction Motor Market.

Available Customizations:

Global Electric Traction 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:

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 Traction Motor Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Type (Alternating Current, Direct Current)
  • 5.2.2. By Power Rating (Below 200 kW, 200 - 400 kW, Above 400 kW)
  • 5.2.3. By Application (Railway, Electric Vehicle, Industrial Machinery, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Electric Traction Motor Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Type
  • 6.2.2. By Power Rating
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Electric Traction Motor 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 Type
      • 6.3.1.2.2. By Power Rating
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Electric Traction Motor 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 Type
      • 6.3.2.2.2. By Power Rating
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Electric Traction Motor 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 Type
      • 6.3.3.2.2. By Power Rating
      • 6.3.3.2.3. By Application

7. Europe Electric Traction Motor Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Type
  • 7.2.2. By Power Rating
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Electric Traction Motor 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 Type
      • 7.3.1.2.2. By Power Rating
      • 7.3.1.2.3. By Application
  • 7.3.2. France Electric Traction Motor 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 Type
      • 7.3.2.2.2. By Power Rating
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Electric Traction Motor 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 Type
      • 7.3.3.2.2. By Power Rating
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Electric Traction Motor 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 Type
      • 7.3.4.2.2. By Power Rating
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Electric Traction Motor 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 Type
      • 7.3.5.2.2. By Power Rating
      • 7.3.5.2.3. By Application

8. Asia Pacific Electric Traction Motor Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Type
  • 8.2.2. By Power Rating
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Electric Traction Motor 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 Type
      • 8.3.1.2.2. By Power Rating
      • 8.3.1.2.3. By Application
  • 8.3.2. India Electric Traction Motor 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 Type
      • 8.3.2.2.2. By Power Rating
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Electric Traction Motor 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 Type
      • 8.3.3.2.2. By Power Rating
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Electric Traction Motor 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 Type
      • 8.3.4.2.2. By Power Rating
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Electric Traction Motor 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 Type
      • 8.3.5.2.2. By Power Rating
      • 8.3.5.2.3. By Application

9. Middle East & Africa Electric Traction Motor Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Type
  • 9.2.2. By Power Rating
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Electric Traction Motor 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 Type
      • 9.3.1.2.2. By Power Rating
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Electric Traction Motor 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 Type
      • 9.3.2.2.2. By Power Rating
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Electric Traction Motor 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 Type
      • 9.3.3.2.2. By Power Rating
      • 9.3.3.2.3. By Application

10. South America Electric Traction Motor Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Type
  • 10.2.2. By Power Rating
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Electric Traction Motor 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 Type
      • 10.3.1.2.2. By Power Rating
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Electric Traction Motor 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 Type
      • 10.3.2.2.2. By Power Rating
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Electric Traction Motor 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 Type
      • 10.3.3.2.2. By Power Rating
      • 10.3.3.2.3. By Application

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 Traction Motor 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. ABB Ltd.
  • 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. Siemens AG
• 15.3. General Electric Company
• 15.4. Kirloskar Electric Company Ltd.
• 15.5. CG Power and Industrial Solutions Ltd.
• 15.6. CRRC Corporation Limited
• 15.7. Alstom SA
• 15.8. Toshiba Corporation
• 15.9. Skoda Transportation AS
• 15.10. Robert Bosch GmbH

16. Strategic Recommendations

17. About Us & Disclaimer