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市场调查报告书
商品编码
1961163
汽车轴承市场-全球产业规模、份额、趋势、机会和预测:按轴承类型、应用类型、车辆类型、地区和竞争格局划分,2021-2031年Automotive Bearings Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Bearing Type, By Application Type, By Vehicle Type, By Region & Competition, 2021-2031F |
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全球汽车轴承市场预计将从 2025 年的 517.2 亿美元成长到 2031 年的 787.1 亿美元,复合年增长率为 7.25%。
这些精密机械部件对于最大限度地减少引擎、变速箱和车轮系统中运动部件之间的摩擦以及支撑旋转负载至关重要。推动该市场成长要素是全球汽车产量的不断增长以及对提高燃油效率的追求,这需要采用轻量化、低摩擦的设计。此外,随着动力传动系统电气化程度的提高,对能够承受电腐蚀并实现高速运转的专用轴承的需求也日益增长。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 517.2亿美元 |
| 市场规模:2031年 | 787.1亿美元 |
| 复合年增长率:2026-2031年 | 7.25% |
| 成长最快的细分市场 | 搭乘用车 |
| 最大的市场 | 亚太地区 |
在此势头推动下,重点地区的零件订单持续受到广泛工业活动的驱动。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9,250万辆,这将为轴承消费提供强劲的基础。然而,市场扩张面临许多挑战,尤其是高等级钢材原料价格的波动。这种价格不稳定导致成本不确定性,可能挤压全球製造商的利润空间。
电动车和混合动力汽车在全球的加速普及,正从根本上改变汽车轴承产业的技术需求和生产趋势。与内燃机不同,电动动力传动系统的转速要高得多,也更容易受到电蚀的影响,因此需要开发具有高速、低噪音和绝缘性能的专用轴承。这种转变为陶瓷轴承和整合感测器的轴承创造了一个盈利的细分市场,这些轴承旨在提高温度控管和效率。近期的销售预测凸显了这项变化的规模。根据国际能源总署(IEA)于2024年4月发布的《2024年全球电动车展望》,预计到2024年,全球电动车销量将达到约1,700万辆,如此庞大的市场份额正迫使轴承製造商调整其生产线,以生产与电气化相容的零件。
同时,新兴市场汽车产量和销售的成长持续为标准滚动底盘和传动轴承提供了至关重要的需求基础。随着亚太地区及其他地区工业化的推进,乘用车和商用车对价格适中且经久耐用的零件的需求激增,直接影响製造商的订单量。例如,中国汽车工业协会(CAAM)在2024年1月发布的数据显示,2023年中国汽车销量突破3,000万辆,创历史新高。这进一步巩固了中国作为製造地的地位。为了满足传统汽车和电动车平台的巨大需求,主要供应商正在加强自身的财务实力。舍弗勒在2024年发布的数据显示,其汽车技术部门上年度的销售额达到97.72亿欧元,反映了这一蓬勃发展的趋势,也反映了零件整合在现代汽车架构中创造的巨大价值。
原物料价格波动,尤其是高等级钢材价格的波动,对全球汽车轴承市场的扩张构成重大阻碍。由于轴承是精密零件,其耐久性和性能高度依赖特定等级的钢材,因此不稳定的原料成本会直接影响财务规划和生产稳定性。製造商通常与汽车整车厂签订长期合同,这限制了他们即时调整价格的能力。因此,钢材价格的意外波动会严重损害轴承製造商的利润率,限制他们为必要的设备升级和市场扩张资金筹措的能力。
这种难以预测的成本环境为供应链带来了巨大的不确定性,迫使企业采取保守的库存策略,而非激进的成长计画。原料产业的波动性从近期产业数据中可见一斑。根据美国钢铁协会(AISI)2025年2月发布的报告,2024年全年钢铁出货量较去年同期下降3.6%。原料供应的这种波动凸显了不确定性,儘管汽车生产整体强劲,但这种不确定性直接阻碍了製造商持续满足潜在需求的能力。
向永续和环保製造实践转型已成为一项至关重要的优先事项,加速了生产设施和供应链的脱碳进程。此举旨在遵守严格的原始设备製造商 (OEM) 环境法规。製造商正积极推动将可再生能源和绿色钢铁融入其业务,不再仅仅满足于法规要求,而是将永续性打造为核心竞争优势。主要产业参与者透过积极的设施现代化改造,成功超越气候目标,正是这种业务转型的体现。根据 SKF 于 2025 年 3 月发布的 2024 财年年度永续发展报告,该公司在 2024 年将其范围 1 和范围 2 的排放较 2019 年基准值减少了 59%,显着超过了其基于科学的目标轨迹。如此快速的进展表明,结构性转型正在进行,经检验的低碳製造正成为长期汽车合约的先决条件。
同时,轻量化和紧凑型轴承单元的普及正促使人们重新定义零件结构,以抵消现代电动车平台中电池系统的重量。工程团队成功地在保持耐用性的同时缩小了轴承的物理尺寸,并透过显着减轻重量直接延长了车辆续航里程。这项技术飞跃源自于优化驱动单元封装和提高整体能源效率的需求。正如NSK在其2025年3月发布的新闻稿《NSK为电动车开发紧凑型轻量化深沟球轴承》中所宣布的那样,该公司新设计的轴承采用了窄型复合塑料保持架,与传统产品相比,重量减轻了51%,外径缩小了10%。这种小型化趋势将使汽车製造商能够在不影响负载性能的前提下,实现更高密度的动力传动系统系统配置。
The Global Automotive Bearings Market is projected to expand from USD 51.72 Billion in 2025 to USD 78.71 Billion by 2031, reflecting a Compound Annual Growth Rate (CAGR) of 7.25%. These precision mechanical components are essential for minimizing friction between moving parts and supporting rotational loads within engine, transmission, and wheel systems. The market is primarily driven by increasing global vehicle manufacturing rates and the industry's pursuit of enhanced fuel efficiency, which demands the adoption of lightweight, low-friction designs. Furthermore, the electrification of powertrains is fueling demand for specialized bearings capable of operating at higher speeds while resisting electrical erosion.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 51.72 Billion |
| Market Size 2031 | USD 78.71 Billion |
| CAGR 2026-2031 | 7.25% |
| Fastest Growing Segment | Passenger Cars |
| Largest Market | Asia Pacific |
Building on this momentum, widespread industrial activity continues to drive component orders across major regions. Data from the International Organization of Motor Vehicle Manufacturers (OICA) indicates that in 2024, global motor vehicle production reached 92.5 million units, providing a strong foundation for bearing consumption. However, market expansion encounters a significant obstacle due to the volatility of raw material prices, particularly high-grade steel. This price instability creates cost uncertainty and threatens to compress profit margins for manufacturers worldwide.
Market Driver
The accelerating global adoption of electric and hybrid vehicles is fundamentally altering the technological requirements and volume dynamics of the automotive bearings sector. Unlike internal combustion engines, electric powertrains operate at significantly higher rotational speeds and are prone to electrical erosion, necessitating the development of specialized high-speed, low-noise, and insulated bearings. This transition is creating a profitable sub-segment for ceramic and sensor-integrated bearings designed to improve thermal management and efficiency. The scale of this shift is highlighted by recent sales projections; according to the International Energy Agency (IEA) in its 'Global EV Outlook 2024' released in April 2024, global electric car sales are expected to reach approximately 17 million units in 2024, a substantial market share that compels bearing manufacturers to retool production lines for electrification-compatible components.
Simultaneously, increasing vehicle production and sales in emerging markets continue to provide a critical volume baseline for standard rolling chassis and transmission bearings. As industrialization expands in regions such as Asia-Pacific, the demand for affordable yet durable components for both passenger and commercial vehicles is surging, directly influencing manufacturer order books. For instance, the China Association of Automobile Manufacturers (CAAM) reported in January 2024 that automobile sales in China exceeded 30 million units in 2023, setting a new historical record that underscores the region's dominance as a manufacturing hub. To capitalize on such extensive demand across both traditional and electric platforms, major suppliers are strengthening their financial positions; reflecting this robust activity, Schaeffler reported in 2024 that its Automotive Technologies division generated revenue of 9,772 million euros for the preceding fiscal year, demonstrating the immense value created by component integration in modern vehicle architectures.
Market Challenge
The volatility of raw material prices, particularly for high-grade steel, constitutes a substantial barrier to the expansion of the Global Automotive Bearings Market. Because bearings are precision components that rely heavily on specific steel grades for durability and performance, unstable input costs directly disrupt financial planning and production stability. Manufacturers frequently operate under long-term agreements with automotive OEMs that do not allow for immediate price adjustments. Consequently, when steel prices fluctuate unexpectedly, bearing producers suffer from compressed profit margins, which restricts the capital available for necessary facility upgrades and market expansion efforts.
This unpredictable cost environment creates significant hesitation within the supply chain, forcing companies to adopt conservative inventory strategies rather than aggressive growth plans. The instability in the raw material sector is evident in recent industrial data; according to the American Iron and Steel Institute in February 2025, steel shipments for the full year of 2024 decreased by 3.6% compared to the previous year. Such fluctuations in raw material movement highlight the uncertainty manufacturers face, directly hampering their ability to consistently meet potential demand despite the underlying strength of vehicle production.
Market Trends
The shift towards sustainable and green manufacturing practices has emerged as a critical priority, accelerating the decarbonization of production facilities and supply chains to meet stringent OEM environmental mandates. Manufacturers are increasingly integrating renewable energy and green steel into their operations, moving beyond simple compliance to make sustainability a core competitive advantage. This operational pivot is exemplified by major industry players successfully exceeding their climate targets through aggressive facility upgrades. According to SKF's 'Annual and Sustainability Report 2024' released in March 2025, the company achieved a 59% reduction in scope 1 and 2 emissions in 2024 compared to the 2019 baseline, significantly outpacing its science-based trajectory. Such rapid progress indicates a structural transformation where verified low-carbon manufacturing is becoming a prerequisite for securing long-term automotive contracts.
Concurrently, the proliferation of lightweight and compact bearing units is redefining component architecture to offset the heavy mass of battery systems in modern electric platforms. Engineering teams are successfully reducing the physical footprint of bearings while maintaining durability, directly contributing to extended vehicle range through significant mass reduction. This technological leap is driven by the need to optimize drive unit packaging and improve overall energy efficiency. As noted by NSK Ltd. in the March 2025 press release 'NSK Develops Compact, Lightweight Deep Groove Ball Bearing for EVs', the company's new bearing design utilizes a narrow-width combined plastic cage to reduce weight by 51% and outer diameter by 10% compared to conventional products. This trend towards miniaturization allows automakers to achieve denser powertrain configurations without compromising load performance.
Report Scope
In this report, the Global Automotive Bearings 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 Bearings Market.
Global Automotive Bearings 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: