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市场调查报告书
商品编码
1953480
排气系统市场 - 全球产业规模、份额、趋势、机会及预测(按车辆类型、燃料类型、后处理装置类型、组件类型、地区和竞争格局划分),2021-2031年Exhaust Systems Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Fuel Type, By After-Treatment Devices Type, By Components Type, By Region & Competition, 2021-2031F |
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全球排气系统市场预计将从 2025 年的 416.5 亿美元成长到 2031 年的 560.4 亿美元,复合年增长率为 5.07%。
排气系统由复杂的管道和零件组成,旨在将内燃机燃烧产生的反应气体排放,同时降低噪音和有害排放。推动这一市场成长的关键因素是:严格的环保法规强制要求采用相容的后处理技术,以及乘用车和商用车产量的稳定成长。根据国际汽车製造商协会(OICA)的数据,预计到2024年,全球汽车产量将达到约9,250万辆。这一产量水准表明,即使替代动力技术不断发展,交通运输领域的重要环节对排气基础设施的需求依然强劲。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 416.5亿美元 |
| 市场规模:2031年 | 560.4亿美元 |
| 复合年增长率:2026-2031年 | 5.07% |
| 成长最快的细分市场 | 搭乘用车 |
| 最大的市场 | 亚太地区 |
阻碍市场扩张的一大挑战是汽车产业向电池式电动车(BEV)的快速转型,而纯电动车无需排气系统。随着立法者和主要汽车製造商大力推动旨在实现碳中和的电气化策略,传统内燃机零件的长期潜在市场面临结构性萎缩。随着汽车产业逐步减少对石化燃料的依赖,这种技术转变对传统排气系统製造商未来的销售成长构成重大障碍。
政府日益严格的排放气体法规是推动废气排放系统市场发展的主要动力,促使企业必须采用先进的后处理技术。世界各国政府都在降低氮氧化物和颗粒物的排放标准,鼓励整合选择性催化还原装置(SCDR)和汽油颗粒过滤器(PGF)等组件。这种监管压力直接提升了每辆车废气排放系统的价值。根据美国环保署(EPA)于2024年3月发布的《最终规则:2027款及以后中型和轻型车辆综合污染物排放标准》,最终标准旨在到2032年将轻型车辆的平均温室气体排放2026款车型减少50%。实现这些目标需要提高过滤效率,以确保对高效能硬体的持续需求。
全球汽车生产和销售的成长进一步强化了对废气排放基础设施的需求,尤其是在以内燃机为主流的新兴经济体。随着物流网路的扩张,商用车和乘用车的需求不断增长,促使汽车製造商提高产量。根据中国汽车工业协会于2024年11月发布的《2024年10月汽车产业生产与销售状况报告》,当月中国汽车产量达299.6万辆。这一产量直接转化为排气歧管总成和触媒转换器的订单。此外,商用车领域也是重要的收入来源。根据欧洲汽车製造商协会统计,2024年上半年欧盟新厢型车销量成长了15%,这印证了依赖传统废气排放系统的运输业的持续成长。
向电池式电动车(BEV) 的快速转型对全球排气系统市场构成了根本性的挑战,因为它消除了对传统排放气体控制和声学管理硬体的需求。与依赖消音器、触媒转换器和管道等复杂组装的内燃机平台不同,纯电动车无需任何排气结构。这种技术转变直接缩小了零件製造商的潜在市场规模 (TAM),因为每生产一辆电动车就意味着错失了一次安装排气系统的机会。这种变化的永久性导致了需求的结构性下降,而非只是週期性的下降,迫使关键地区的供应商必须面对不断萎缩的基本客群。
这种需求转移在近期主要汽车市场(尤其是电气化进程最快的市场)的生产统计数据中显而易见。根据中国汽车工业协会预测,到2024年,新能源汽车销售将达到约1,287万辆,占汽车总产量的很大一部分,完全绕过了传统的废气排放系统供应链。随着製造商不断将资源从内燃机转向电动动力传动系统,以实现碳中和目标,传统废气排放基础设施的市场份额必将萎缩,从而阻碍产业未来的生产成长。
随着汽车产业转型为电气化,优化混合动力传动系统的排气系统成为关键趋势。与传统内燃机不同,混合动力传动系统频繁启动停止,导致排气间歇性中断,工作温度降低,进而降低触媒转换器的效率。因此,供应商正在开发封装系统和特殊布局,以便在引擎关闭时保留热能,并在重新启动时即时启动排放气体控制系统。这项技术进步与混合动力汽车在关键地区的日益普及直接相关。根据欧洲汽车製造商协会 (ACEA) 2024 年 8 月发布的报告《2024 年 7 月新车註册量增长 0.2%》,混合动力汽车的市场份额预计将显着增长,从去年的 25.5% 增至 32%。
同时,专注于声音和外观的改装市场也呈现强劲成长。由于原厂安装的颗粒过滤器和涡轮增压器为了满足日益严格的噪音法规而不断抑制发动机的正常声浪,车迷们开始寻求专业的排气系统,以恢復原有的听觉反馈和视觉上的个性化特征。这种需求推动了主动阀门技术和轻量化合金排气系统的研发和销售,这些技术能够提供可调的声音和更佳的性能。此细分市场作为一个独立的收入来源,不受原厂生产週期的影响,仍保持着盈利。根据美国专门食品车零配件协会(SEMA)于2024年6月发布的《2024年SEMA市场报告》,包括排气系统改装在内的引擎性能产品销售额预计将在2023年达到125.6亿美元,凸显了消费者对专用硬体的持续需求。
The Global Exhaust Systems Market is projected to expand from USD 41.65 Billion in 2025 to USD 56.04 Billion by 2031, registering a CAGR of 5.07%. An exhaust system comprises a complex assembly of pipes and components intended to channel burnt reaction gases away from internal combustion engines while simultaneously mitigating acoustic noise and harmful emissions. Key drivers fueling this market growth include the implementation of stringent environmental regulations requiring compliant after-treatment technologies and the consistent production volumes of both passenger and commercial vehicles. According to the International Organization of Motor Vehicle Manufacturers, global motor vehicle production hit roughly 92.5 million units in 2024. This level of manufacturing highlights the ongoing requirement for exhaust infrastructure across a substantial segment of the transportation sector, even amidst advancements in alternative propulsion.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 41.65 Billion |
| Market Size 2031 | USD 56.04 Billion |
| CAGR 2026-2031 | 5.07% |
| Fastest Growing Segment | Passenger Car |
| Largest Market | Asia Pacific |
A major challenge hindering market expansion is the rapid shift within the automotive industry toward battery electric vehicles, which do not utilize exhaust architecture. As legislative authorities and leading automotive manufacturers pledge to electrification strategies aimed at carbon neutrality, the long-term addressable market for traditional internal combustion engine components confronts a structural decline. This technological pivot poses a significant barrier to future volume growth for manufacturers of conventional exhaust systems as the industry gradually reduces its reliance on fossil fuels.
Market Driver
The enforcement of strict government emission regulations serves as a primary catalyst for the exhaust systems market, mandating the use of advanced after-treatment technologies. Governments across the globe are setting lower limits for nitrogen oxide and particulate matter, compelling the integration of components like selective catalytic reduction units and gasoline particulate filters. This regulatory pressure directly boosts the value per vehicle of exhaust architecture. According to the United States Environmental Protection Agency's March 2024 'Final Rule: Multi-Pollutant Emissions Standards for Model Years 2027 and Later Light-Duty and Medium-Duty Vehicles', the finalized standards aim for a 50 percent reduction in fleet average greenhouse gas emissions for light-duty vehicles by 2032 compared to the 2026 model year. Meeting such targets demands innovation in filtration efficiency to ensure sustained demand for high-performance hardware.
Increasing global automobile production and sales further reinforce the demand for exhaust infrastructure, especially in emerging economies where internal combustion engines remain prevalent. As logistics networks grow, the need for commercial vehicles and passenger cars stimulates volume growth for original equipment manufacturers. According to the China Association of Automobile Manufacturers' 'October 2024 Automotive Industry Production and Sales Situation' report released in November 2024, automobile production in China reached 2.996 million units for that month. This production volume translates directly into orders for manifold assemblies and catalytic converters. Additionally, the commercial sector remains a crucial revenue source; according to the European Automobile Manufacturers' Association, new van sales in the European Union rose by 15 percent in the first half of 2024, underscoring the continued growth of transportation segments dependent on conventional exhaust systems.
Market Challenge
The swift shift toward battery electric vehicles poses a fundamental challenge to the global exhaust systems market by removing the necessity for traditional emission control and acoustic management hardware. In contrast to internal combustion engine platforms that depend on intricate assemblies of mufflers, catalytic converters, and pipes, battery electric vehicles function without any exhaust architecture. This technological transition directly decreases the total addressable market for component manufacturers, as each electric unit manufactured signifies a lost opportunity for exhaust system installation. The permanent nature of this change generates a structural decline in demand rather than a mere cyclical downturn, compelling suppliers to deal with a contracting customer base in pivotal regions.
This displacement of demand is evident in recent production statistics from major automotive markets where electrification is advancing most aggressively. According to the China Association of Automobile Manufacturers, sales of new energy vehicles hit approximately 12.87 million units in 2024. This volume represents a massive portion of automotive output that entirely bypassed the exhaust system supply chain. As manufacturers continue to divert resources from combustion engines to electric powertrains to achieve carbon neutrality objectives, the market share for conventional exhaust infrastructure will inevitably shrink, thereby impeding future volume growth for the industry.
Market Trends
Optimizing exhaust architectures for hybrid powertrains is becoming a crucial trend as the automotive industry transitions toward electrification. Unlike standard combustion engines, hybrid powertrains frequently utilize stop-start cycles, resulting in intermittent exhaust flow and lower operating temperatures that reduce catalytic converter efficiency. As a result, suppliers are developing encapsulated systems and specialized layouts intended to conserve thermal energy during engine-off intervals, ensuring immediate activation of emission controls upon restart. This technical advancement correlates directly with the rising adoption of hybrid vehicles in key regions; according to the European Automobile Manufacturers' Association's August 2024 report, 'New car registrations: +0.2% in July 2024', hybrid-electric vehicles significantly increased their market share, rising from 25.5 percent the previous year to 32 percent of the total market.
Concurrently, the market is seeing strong growth in aftermarket customization focused on sound and aesthetics. As factory-installed particulate filters and turbochargers increasingly dampen standard engine noises to comply with strict noise regulations, enthusiasts are seeking specialized exhaust systems to regain auditory feedback and visual uniqueness. This demand drives the development and sales of active valve technologies and lightweight alloy systems that provide tunable acoustics and performance enhancements. This sector remains a profitable revenue stream separate from original equipment manufacturer production cycles. According to the Specialty Equipment Market Association's '2024 SEMA Market Report' from June 2024, sales of engine and performance products, including exhaust modifications, totaled 12.56 billion dollars in 2023, highlighting the enduring consumer demand for specialized hardware.
Report Scope
In this report, the Global Exhaust Systems 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 Exhaust Systems Market.
Global Exhaust Systems 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: