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市场调查报告书
商品编码
1964021
煞车摩擦材料市场-全球产业规模、份额、趋势、机会、预测:按车辆类型、衬片类型、材料类型、地区和竞争格局划分,2021-2031年Brake Friction Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Liner Type, By Material Type, By Region & Competition, 2021-2031F |
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全球煞车摩擦材料市场预计将从 2025 年的 180.3 亿美元成长到 2031 年的 225.4 亿美元,复合年增长率为 3.79%。
该市场涵盖减速齿轮部件,例如煞车衬、煞车蹄片和煞车盘,其作用是透过与相对錶面产生阻力来控制车速。该行业的成长动力主要来自原始设备製造商 (OEM) 的持续需求,以及全球范围内需要定期更换的车辆数量的不断增长。根据国际汽车製造商协会 (OICA) 的数据,2024 年全球汽车产量将达到 9,250 万辆。如此庞大的产量直接支撑了各个细分市场对摩擦材料的需求,无论是初始安装或后续维护。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 180.3亿美元 |
| 市场规模:2031年 | 225.4亿美元 |
| 复合年增长率:2026-2031年 | 3.79% |
| 成长最快的细分市场 | 搭乘用车 |
| 最大的市场 | 北美洲 |
然而,由于电动车中再生煞车技术的日益普及,市场正面临严峻挑战。该系统利用电动马达减速,显着降低了传统摩擦煞车的物理磨损,并延长了煞车片和来令片的更换週期。这种技术转型威胁售后市场的长期需求,迫使製造商在应对原材料成本波动的同时,适应较低的周转率,进而影响盈利。
全球煞车摩擦材料市场的主要驱动力是全球汽车生产和销售的激增,这将为初始OEM安装提供大量的煞车片、衬片和煞车蹄片。这种成长在商用车领域尤其显着,大规模物流和工业化正在推动新车队的製造,并催生对耐用摩擦零件的需求。例如,根据中国汽车工业协会(CAAM)2025年12月发布的《商用车生产与销售趋势》报告,今年前11个月中国商用车销售量达387万辆。主要製造地的持续生产将直接带动煞车系统采购订单的增加,从而在车辆投入使用前为供应商带来稳定的收入来源。
除了新车生产外,汽车售后市场的强劲需求也是稳定获利的关键因素。全球车辆老化需要定期维护,这进一步支撑了这项需求。随着车辆运作的延长,易损煞车零件的更换频率也随之增加,从而保护市场免受新车销售週期性下滑的影响。根据美国汽车保养协会 (Autocare Association) 于 2025 年 6 月发布的《2026 年汽车保养概况》,2024 年美国轻型汽车售后市场销售额成长 5.7%,达到 4,137 亿美元。这个不断扩展的保养生态系统凸显了该行业的韧性和盈利,而 Brembo 等主要企业(该公司公布 2025 年第三季净利润为 6,500 万欧元)也印证了这一趋势。
将再生煞车系统整合到电动车中,对煞车摩擦材料市场提出了结构性挑战。与完全依靠摩擦力进行煞车的内燃机汽车不同,电动车利用马达在减速过程中回收能量。由于此过程吸收了大部分煞车负荷,煞车皮与煞车碟盘之间的接触频率和强度显着降低。因此,这些摩擦部件的使用寿命大大延长,车主所需的更换週期也显着缩短。
耐久性的提升将直接影响售后市场,而售后市场历来是摩擦材料製造商的主要销售量驱动力。随着全球汽车产业向电气化转型,替换零件的潜在市场规模正在萎缩。根据国际能源总署(IEA)预测,到2024年,全球电动车销量将达到约1,700万辆。配备再生煞车技术的车辆数量不断增加,预示着作为消耗品的煞车部件的周转率将长期下降,这将迫使供应商应对与传统汽车平台相比,每辆车经常性收入减少的局面。
全球煞车摩擦材料市场正经历根本性的结构性变革,朝着无铜和环保配方转型。在全球化学品安全环境法规日益严格的背景下,製造商正积极改进摩擦材料配方,以消除铜、锑和挥发性有机化合物(VOCs)等有害物质。这项转变不仅是对监管的回应,更是产业永续性目标的核心要素,其中包括减少煞车粉尘和生产排放对环境的影响。供应商近期取得的成就便是这一产业转型的一个显着例证。根据TMD Friction公司2025年8月发布的《2024年环境、社会和治理报告》,该公司已成功将所有摩擦产品线中的挥发性有机化合物(VOCs)含量降低了31%,远超其长期减排目标。
同时,用于即时磨损监控和控制的智慧感测器的快速整合正推动产业朝全数位化底盘解决方案迈进。这一趋势正从简单的机械磨损指示器发展到复杂的电子机械制动(EMB)架构,该架构利用先进的传感器阵列动态管理制动力并高精度地预测维护需求。这种数位化摆脱了对传统液压油和机械联锁机构的依赖,使其与现代电动汽车车队的软体定义车辆架构完美相容。采埃孚(ZF Friedrichshafen)在2025年1月的新闻稿中强调了这项技术的商业性可行性,该新闻稿宣布了一项重大合同,将为约500万辆汽车配备智能电子机械制动系统。这表明感测器驱动的煞车平台正在大规模部署。
The Global Brake Friction Market is projected to expand from USD 18.03 Billion in 2025 to USD 22.54 Billion by 2031, registering a CAGR of 3.79%. This market encompasses deceleration components such as brake linings, shoes, and pads, which function by creating resistance against mating surfaces to control vehicle speed. The sector is driven by sustained demand for original equipment manufacturing and the requirements of a growing global automotive fleet that needs regular aftermarket replacements. According to the International Organization of Motor Vehicle Manufacturers (OICA), global motor vehicle production reached 92.5 million units in 2024. This significant manufacturing output directly supports the demand for friction materials across various vehicle segments for both initial installation and ongoing maintenance.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 18.03 Billion |
| Market Size 2031 | USD 22.54 Billion |
| CAGR 2026-2031 | 3.79% |
| Fastest Growing Segment | Passenger Car |
| Largest Market | North America |
However, the market faces a substantial obstacle due to the increasing adoption of regenerative braking technology in electric vehicles. This system uses electric motors to slow the vehicle, thereby significantly reducing physical wear on traditional friction brakes and extending the intervals between pad and lining replacements. This technological transition poses a threat to long-term aftermarket volumes, compelling manufacturers to adjust to lower turnover rates while simultaneously managing volatile raw material costs that impact profitability.
Market Driver
The primary catalyst for the Global Brake Friction Market is the surge in global vehicle production and sales, which necessitates massive volumes of pads, linings, and shoes for initial OEM installation. This growth is especially pronounced in the commercial sector, where heavy-duty logistics and industrialization fuel the manufacturing of new fleets requiring durable friction components. For example, the China Association of Automobile Manufacturers (CAAM) noted in its 'Production and Sales of Commercial Vehicles' update from December 2025 that commercial vehicle sales in China reached 3.87 million units in the first eleven months of the year. Such consistent output in key manufacturing hubs directly leads to increased procurement orders for braking systems, ensuring a baseline of revenue for suppliers before vehicles even enter circulation.
In addition to new production, strong demand from the automotive aftermarket acts as a crucial revenue stabilizer, supported by an aging global fleet that needs regular maintenance. As vehicles stay in operation longer, the frequency of wear-dependent replacements for brake components increases, insulating the market from cyclical downturns in new car sales. According to the '2026 Auto Care Factbook' released by the Auto Care Association in June 2025, U.S. light-duty aftermarket sales grew by 5.7% in 2024 to reach $413.7 billion. This expanding maintenance ecosystem highlights the sector's resilience and profitability, a trend further evidenced by key players like Brembo, which reported a third-quarter net profit of €65 million in 2025.
Market Challenge
The integration of regenerative braking systems in electric vehicles poses a structural constraint on the brake friction market. Unlike internal combustion engine vehicles that rely solely on friction to stop, electric vehicles utilize the motor to capture energy during deceleration. This process absorbs a large portion of the braking load, substantially decreasing the frequency and intensity of contact between brake pads and rotors. Consequently, the lifespan of these friction components increases significantly, leading to a noticeable reduction in the replacement cycles required by vehicle owners.
This extended durability has a direct impact on the aftermarket segment, which traditionally drives volume for friction manufacturers. As the global fleet shifts toward electrification, the total addressable market for replacement parts faces downward pressure. According to the International Energy Agency, global sales of electric cars reached approximately 17 million units in 2024. This rising volume of vehicles equipped with regenerative technology suggests a long-term decline in the turnover rate of consumable brake components, forcing suppliers to contend with lower recurring revenue streams per vehicle compared to traditional automotive platforms.
Market Trends
The Global Brake Friction Market is undergoing a fundamental structural change driven by the transition to copper-free and eco-friendly formulations. As environmental mandates regarding chemical safety tighten globally, manufacturers are aggressively reformulating friction compounds to eliminate hazardous materials like copper, antimony, and volatile organic compounds (VOCs). This shift is not merely regulatory but also a core component of the industry's sustainability goals, aiming to reduce the ecological footprint of brake dust and manufacturing emissions. A prime example of this industrial pivot is evident in recent supplier achievements; according to TMD Friction's '2024 ESG Report' from August 2025, the company successfully achieved a 31% reduction in volatile organic compounds (VOCs) across its friction product lines, surpassing its long-term reduction targets significantly ahead of schedule.
Simultaneously, the sector is experiencing a rapid integration of smart sensors for real-time wear monitoring and control, moving the industry toward fully digital chassis solutions. This trend transcends simple mechanical wear indicators, evolving into sophisticated electro-mechanical braking (EMB) architectures that utilize advanced sensor arrays to manage braking force dynamically and predict maintenance needs with high precision. This digitization eliminates the reliance on traditional hydraulic fluids and mechanical linkages, aligning perfectly with the software-defined vehicle architectures of modern electric fleets. The commercial viability of this technology was underscored when, according to a January 2025 press release from ZF Friedrichshafen, the company secured a major contract to equip nearly 5 million vehicles with its smart Electro-Mechanical Braking system, signaling a massive adoption of sensor-driven braking platforms.
Report Scope
In this report, the Global Brake Friction 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 Brake Friction Market.
Global Brake Friction 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: