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市场调查报告书
商品编码
1943608
商用车凸轮轴市场 - 全球产业规模、份额、趋势、机会及预测(按车辆类型、製造技术、燃料类型、地区和竞争格局划分,2021-2031年)Commercial Vehicle Camshaft Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Vehicle Type, By Manufacturing Technology, By Fuel Type, By Region & Competition, and By Competition, 2021-2031F |
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全球商用车凸轮轴市场预计将从 2025 年的 45.4 亿美元成长到 2031 年的 70.8 亿美元,复合年增长率为 7.69%。
作为内燃机中的关键机械部件,凸轮轴控制着进气门和排气门的特定正时和升程,从而确保引擎的最佳性能。市场成长的主要驱动力是货运和物流服务需求的不断增长,这反过来又催生了对可靠的重型商用车车队的需求。同时,日益严格的国际排放气体法规也迫使汽车製造商推出先进的凸轮轴解决方案,以提高燃烧稳定性和燃油效率。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 45.4亿美元 |
| 市场规模:2031年 | 70.8亿美元 |
| 复合年增长率:2026-2031年 | 7.69% |
| 成长最快的细分市场 | 低容量性状 |
| 最大的市场 | 亚太地区 |
然而,全球向电动出行快速转型为市场带来了巨大阻力,因为电动出行不再需要传统的动力传动系统零件。随着电动卡车普及率的提高,人们对内燃机的长期依赖正在减少,这种结构性不稳定性已反映在近期的行业指标中。例如,欧洲汽车製造商协会(ACEA)报告称,2024年全球卡车产量将下降8.3%。这项降幅凸显了在替代动力技术兴起的背景下,传统汽车製造业面临的严峻挑战。
建设活动的增加和基础设施计划的推进推动了对重型车辆的需求,尤其是在公共交通领域,这为零部件供应商创造了稳定的收入来源。随着地方政府致力于交通系统的现代化改造以适应城市发展,公车的引进需要能够承受高强度使用的耐用引擎总成。对公共交通的持续投入能够缓衝整体市场低迷的影响,确保重型商用车领域对凸轮轴的基本需求。根据欧洲汽车製造商协会 (ACEA) 于 2025 年 10 月发布的《新商用车註册:厢式货车、卡车、巴士》报告,预计 2025 年前三个季度欧盟新巴士註册量将增长 3.6%,这证实了儘管面临经济挑战,该细分市场仍将保持增长势头。
同时,严格的排放气体标准和燃油效率要求正在加速尖端凸轮轴技术的应用。这些法规并非彻底淘汰内燃机,而是推动商用车向混合动力转型,混合动力商用车利用复杂的配气正时技术来优化燃油燃烧并减少排放气体。这一发展趋势凸显了精密凸轮轴在电动动力传动系统中的重要性,欧洲汽车製造商协会(ACEA)2025年7月发布的一份报告证实了这一点,该报告显示,当年上半年混合动力厢式货车的註册量增长了7.1%。此外,全球对传统内燃机的依赖程度仍然很高。根据中国汽车工业协会2025年1月发布的数据,2024年中国传统燃油汽车出口量成长23.5%,达到457万辆。这凸显了内燃机製造业可持续的产业规模。
全球向电动出行的快速转型对商用车凸轮轴产业构成核心威胁,因为它逐步减少了对内燃机零件的需求。与传统的汽油和柴油引擎不同,电动卡车依靠电池驱动的电机,无需气门机构或凸轮轴。随着整车製造商将资本投资转向电动动力传动系统技术的研发,机械引擎零件的整体市场规模必然萎缩,这给传统供应商带来了挑战,即使整个物流行业都在成长,他们也面临订单量下降的困境。
传统汽车製造业的萎缩已经对关键产业指标产生影响,预示着动力传动系统相关零件的需求疲软。中国汽车工业协会的数据预测,到2024年,商用车年产量将下降5.8%,至380.5万辆。作为全球最大的製造地,中国製造业的放缓表明,从传统动力系统向新型动力系统的转型正在直接影响凸轮轴的采购,迫使整个行业适应结构性产量下降的需求。
随着汽车製造商 (OEM) 致力于轻量化,中空轴技术的广泛应用正在重新定义製造方法。与实心铸铁零件不同,这些组合式凸轮轴采用模组化结构,在保持结构强度的同时降低了旋转质量。这种转变使得高抗拉强度钢的应用成为可能,同时也降低了材料密度。近期采购数据也印证了这个商业性趋势。例如,蒂森克虏伯汽车技术公司在2024年7月发布的新闻稿中确认,其位于开姆尼茨的工厂已签订一份价值数百万欧元的合同,每年供应20万个高效传动系统部件,这表明先进轴设计的应用正在不断扩展。
同时,为了满足温度控管需求,重型柴油引擎越来越多地采用可变气门正时(VVT)技术。这些系统能够主动调节气门升程,从而实现气缸关闭,并在低负荷工况下保持后处理系统所需的理想排气温度。这项技术降低了泵气损失,提高了动态效率,并在实际物流环境中展现出显着的营运效益。根据《柴油网路》(Diesel Net)杂誌2024年7月刊的报导,对配备气缸关闭技术的重型卡车进行标准化公路测试,结果显示其燃油消耗量降低了2.76%,凸显了该技术带来的经济效益,也支持了该技术的推广应用。
The Global Commercial Vehicle Camshaft Market is projected to expand from USD 4.54 Billion in 2025 to USD 7.08 Billion by 2031, reflecting a CAGR of 7.69%. As a critical mechanical element within internal combustion engines, the camshaft regulates the specific timing and lift of intake and exhaust valves to guarantee peak engine functionality. This market growth is chiefly bolstered by the rising need for freight transport and logistics services, which creates a demand for dependable heavy commercial fleets, while strict international emission standards force original equipment manufacturers to implement advanced camshaft solutions that improve combustion stability and fuel efficiency.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 4.54 Billion |
| Market Size 2031 | USD 7.08 Billion |
| CAGR 2026-2031 | 7.69% |
| Fastest Growing Segment | LCV |
| Largest Market | Asia Pacific |
Nevertheless, the market encounters significant headwinds from the rapid global shift toward electric mobility, which obviates the necessity for conventional powertrain components. As electric truck adoption rises, the long-term dependence on internal combustion engines is waning, a structural instability mirrored in recent industrial metrics. For instance, the European Automobile Manufacturers Association reported an 8.3 percent decrease in global truck production in 2024. This decline highlights the substantial difficulties legacy automotive manufacturing faces as alternative propulsion technologies gain prominence.
Market Driver
Increasing construction activities and infrastructure projects are elevating the demand for heavy-duty vehicles, particularly in the public transportation realm, thereby establishing a steady revenue stream for component suppliers. As municipal authorities focus on modernizing transit systems to accommodate urban growth, the acquisition of buses necessitates durable engine assemblies designed for high-frequency usage. This continued funding for public mobility acts as a buffer against wider market slumps, securing a foundational demand for camshafts in heavy commercial sectors. As noted in the 'New commercial vehicle registrations: vans, trucks and buses' report by the European Automobile Manufacturers Association in October 2025, new EU bus registrations recovered by 3.6 percent during the first three quarters of 2025, underscoring the segment's expansion despite economic difficulties.
Simultaneously, the enforcement of rigorous emission standards and fuel efficiency requirements is hastening the uptake of cutting-edge camshaft technologies. Instead of entirely eliminating internal combustion engines, these rules are encouraging a transition to hybrid commercial vehicles, which employ complex valve timing to refine fuel combustion and lower emissions. This evolution maintains the importance of precision camshafts within electrified powertrains, evidenced by the European Automobile Manufacturers Association's July 2025 report showing a 7.1 percent rise in hybrid van registrations in the first half of the year. Moreover, global dependence on conventional combustion remains extensive; the China Association of Automobile Manufacturers reported in January 2025 that exports of traditional fuel vehicles from China surged by 23.5 percent to 4.57 million units in 2024, verifying the enduring industrial magnitude of internal combustion engine manufacturing.
Market Challenge
The rapid global move toward electric mobility poses a core threat to the commercial vehicle camshaft sector by progressively reducing the requirement for internal combustion engine parts. In contrast to conventional gasoline or diesel engines, electric trucks depend on battery-operated motors that function without valve trains or camshafts. As original equipment manufacturers reallocate their capital investments toward electric powertrain advancements, the total available market for mechanical engine components unavoidably contracts, creating a constrained landscape for traditional suppliers who confront dwindling order quantities despite growth in the wider logistics industry.
This reduction in conventional automotive manufacturing is already influencing key industrial results, indicating lowered demand for powertrain accessories. Data from the China Association of Automobile Manufacturers reveals that annual commercial vehicle production decreased by 5.8 percent in 2024, dropping to 3.805 million units. This recession in the world's primary manufacturing hub demonstrates how the transition away from traditional propulsion methods is directly impeding camshaft procurement, compelling the industry to adapt to structurally reduced production needs.
Market Trends
The broad acceptance of hollow shaft technology is redefining manufacturing approaches as OEMs focus on reducing weight. In contrast to solid cast iron parts, these assembled camshafts employ a modular architecture that decreases rotational mass while maintaining structural soundness. This shift facilitates the use of high-strength steel while lowering material density, a commercial trend supported by recent procurement figures. For instance, a July 2024 press release from Thyssenkrupp Automotive Technology regarding their Chemnitz site confirmed a multi-million euro contract to deliver 200,000 efficient drivetrain components annually, validating the expansion of advanced shaft designs.
At the same time, the incorporation of Variable Valve Timing (VVT) into heavy-duty diesel engines is increasing to satisfy thermal management requirements. By actively modifying valve lift, these systems allow for cylinder deactivation, maintaining ideal exhaust temperatures for aftertreatment systems during low-load scenarios. This technology reduces pumping losses and improves thermodynamic efficiency, with operational advantages proven in actual logistics settings. As reported by DieselNet in a July 2024 article, standardized highway tests of a heavy-duty truck utilizing cylinder deactivation technology showed a 2.76 percent decrease in fuel usage, highlighting the economic benefits fueling this adoption.
Report Scope
In this report, the Global Commercial Vehicle Camshaft 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 Commercial Vehicle Camshaft Market.
Global Commercial Vehicle Camshaft 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: