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市场调查报告书
商品编码
1970973
汽车感应马达市场-全球产业规模、份额、趋势、机会、预测:按类型、销售管道、地区和竞争格局划分,2021-2031年Automotive Induction Motor Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Type, By Sales Channel, By Region & Competition, 2021-2031F |
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全球汽车感应马达市场预计将从 2025 年的 232.6 亿美元成长到 2031 年的 343.6 亿美元,复合年增长率为 6.72%。
这些电机也称为非同步电动机,它们透过电磁感应而非永久磁铁产生扭矩。该市场成长的主要驱动力在于其成本效益,因为它们无需昂贵的稀土元素材料,而且其固有的耐用性使其适用于坚固耐用的车辆设计。此外,交通运输业的快速电气化也推动了市场成长。根据国际能源总署 (IEA) 预测,到 2024 年,全球电动车销量将超过 1,700 万辆,这将显着扩大经济型动力传动系统零件的市场。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 232.6亿美元 |
| 市场规模:2031年 | 343.6亿美元 |
| 复合年增长率:2026-2031年 | 6.72% |
| 成长最快的细分市场 | 三相感应马达 |
| 最大的市场 | 亚太地区 |
儘管拥有这些优势,但与竞争技术相比,汽车感应马达在性能效率方面仍面临许多市场障碍。与永磁同步马达相比,汽车感应马达的功率密度通常较低,低速效率也较低。这些技术限制往往使得感应马达只能作为辅助驱动轴使用,而无法作为电动车(续航里程至关重要)的主驱动装置,从而限制了其市场渗透潜力。
汽车采用感应马达的主要驱动力在于降低永久磁铁供应链风险的策略需求。与严重依赖钕等稀土元素的同步马达不同,感应马达采用铜或铝製成的转子笼,从而保护製造商免受材料价格波动和地缘政治贸易壁垒的影响。保障这些资源的迫切性日益凸显,欧盟理事会于2024年3月通过了《基本原料法》,将稀土元素列为高风险资源。因此,汽车製造商正在加速采用非同步马达结构,以确保供应的连续性,并在不依赖单一生产区域的情况下保持车辆的价格竞争力。
同时,随着电动和混合动力汽车汽车动力传动系统在全球日益普及,对这些耐用驱动装置的需求也在加速成长。为了实现大规模生产目标,汽车製造商不断提高产量,而感应马达的成本优势和可靠性使其成为四轮驱动系统中辅助驱动轴的理想选择。近期产业数据显示,这产量激增的趋势显而易见。中国汽车工业协会在2024年9月发布的报告显示,当年8月中国新能源汽车产量已达约109万辆。为了支持这些雄心勃勃的电气化目标,主要企业都在投入大量资金。例如,本田汽车公司在2024年宣布了一项150亿加元的投资计划,旨在加拿大建立完整的电动车价值链。
与永磁同步马达(PMSM)相比,感应马达的功率密度较低,低速效率也较低,这在很大程度上限制了汽车感应马达的市场成长。由于感应马达依靠励磁电流产生磁场,因此能耗更高,对电动车的续航里程产生负面影响。为了缓解消费者的担忧,并优先考虑最大化每次充电的续航里程,汽车製造商主要选择高效的PMSM马达作为主驱动装置。这种技术劣势通常导致感应马达只能扮演辅助角色,例如在全轮驱动配置中作为辅助动力装置,而不是在量产车型中作为主要驱动单元。
感应马达在辅助应用方面的限制显着限制了其在蓬勃发展的电动车领域的市场规模。业界对效率的关注也体现在依赖优化动力传动系统的纯电动车的销售趋势中。根据欧洲汽车製造商协会(ACEA)的数据,到2024年,纯电动车将占欧盟新车市场总量的13.6%。由于製造商在这个续航里程至关重要的细分市场竞争激烈,感应马达无法达到与竞争技术相当的效率,这持续阻碍其作为主要驱动解决方案的普及,从而缩小了市场扩张的空间。
为了解决感应马达效率低下的问题,业界正越来越多地采用铸铜转子技术。与铝相比,铜具有更优异的导电性,製造商可以利用此优势降低转子电阻和焦耳损耗,从而提高整体效率。这项技术进步使得非同步电动机在续航里程至关重要的应用领域更具竞争力,并且能够与永磁马达相媲美。近期统计数据也反映了与这些部件相关的材料用量增加。根据铜业发展协会于2025年11月发布的《2025年度资料辑》,2024年美国交通运输业的铜总用量成长了2%,这主要归功于电动车生产的加速发展。
同时,该产业正朝着整合式电力驱动桥(E-Axle)和三合一动力传动系统单元的方向发展。这一趋势将马达、逆变器和变速箱整合到一个模组中,显着降低了重量和製造复杂性,并优化了温度控管。这种模组化策略使整车製造商(OEM)能够简化组装流程,并降低大规模生产平台的成本。这项变革的规模在供应商支出中得到了清晰的体现。根据麦格纳国际于2025年2月发布的2024财年年度报告,该公司在该财年投资了22亿美元用于固定资产,这些资本投资主要用于支持新车型项目的推出。
The Global Automotive Induction Motor Market is projected to expand from a valuation of USD 23.26 Billion in 2025 to USD 34.36 Billion by 2031, reflecting a compound annual growth rate of 6.72%. Also referred to as asynchronous motors, these units generate torque through electromagnetic induction rather than relying on permanent magnets. The market is largely driven by the cost-effectiveness of this technology, which avoids the need for expensive rare-earth materials, as well as its inherent durability suitable for rugged vehicle designs. This growth is further bolstered by the rapid electrification of the transportation sector; according to the International Energy Agency, global sales of electric cars exceeded 17 million units in 2024, significantly expanding the market for affordable powertrain components.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 23.26 Billion |
| Market Size 2031 | USD 34.36 Billion |
| CAGR 2026-2031 | 6.72% |
| Fastest Growing Segment | Three-Phase Induction Motor |
| Largest Market | Asia Pacific |
Despite these benefits, the market encounters a major obstacle regarding performance efficiency relative to competing technologies. Automotive induction motors generally demonstrate lower power density and diminished efficiency at low speeds when compared to permanent magnet synchronous motors. These technical limitations often confine induction motors to roles as secondary drive axles rather than primary traction units in electric vehicles where range is paramount, a factor that restricts their potential for wider market penetration.
Market Driver
A primary catalyst for the deployment of automotive induction motors is the strategic need to mitigate supply chain risks linked to permanent magnets. Unlike synchronous motors that depend heavily on rare-earth elements such as neodymium, induction technology employs copper or aluminum rotor cages, thereby protecting manufacturers from material price volatility and geopolitical trade barriers. This urgency to secure resources is intensifying; in March 2024, the Council of the European Union adopted the 'Critical Raw Materials Act,' which classifies rare earth elements as high-risk resources. Consequently, automotive OEMs are increasingly validating asynchronous motor architectures to guarantee supply continuity and maintain vehicle affordability without relying on single-source mining regions.
Concurrently, the growing global adoption of electric and hybrid vehicle powertrains is accelerating the demand for these durable propulsion units. As automakers increase production volumes to reach mass-market goals, the cost advantages and reliability of induction motors make them well-suited for secondary drive axles in all-wheel-drive systems. This surge in manufacturing is evidenced by recent industry outputs; the China Association of Automobile Manufacturers reported in September 2024 that new energy vehicle production in China reached approximately 1.09 million units in August 2024. To support these ambitious electrification targets, major entities are committing significant capital, as demonstrated by Honda Motor Co., Ltd., which announced a projected investment of CAD 15 billion in 2024 to build a comprehensive electric vehicle value chain in Canada.
Market Challenge
The market's growth is significantly hindered by the lower power density and reduced efficiency of automotive induction motors at low speeds compared to permanent magnet synchronous motors (PMSM). Because induction motors rely on an excitation current to create a magnetic field, they consume more energy, which negatively affects the driving range of electric vehicles. Since automakers prioritize maximizing range per charge to address consumer anxiety, they predominantly choose higher-efficiency PMSM units for primary traction roles. This technical disadvantage frequently relegates induction motors to a secondary position, where they serve as auxiliary boosters in all-wheel-drive configurations rather than as the main propulsion units in high-volume models.
This confinement to secondary applications severely restricts the total addressable market for induction technology within the growing electric vehicle sector. The industry preference for efficiency is highlighted by sales trends for dedicated battery-electric vehicles, which depend on optimized powertrains. According to the European Automobile Manufacturers' Association (ACEA), battery-electric cars comprised 13.6% of the total new car market in the European Union in 2024. As manufacturers compete aggressively in this range-critical segment, the inability of induction motors to match the efficiency of rival technologies continues to impede their adoption as a primary drive solution, thereby limiting broader market expansion.
Market Trends
To address efficiency deficits in induction motors, the industry is increasingly adopting cast copper rotor technology. By leveraging copper's superior conductivity over aluminum, manufacturers can reduce rotor resistance and Joule losses, thereby improving overall efficiency. This technological advancement allows asynchronous motors to compete more effectively with permanent magnet alternatives in applications where range is a critical factor. The growing material intensity associated with these components is reflected in recent statistics; the Copper Development Association's '2025 Annual Data Book,' released in November 2025, indicated that total U.S. copper usage in the transportation sector rose by 2% in 2024, an increase attributed to accelerating electric vehicle production.
Simultaneously, the sector is moving toward integrated E-Axle and 3-in-1 powertrain units. This trend involves consolidating the motor, inverter, and gearbox into a single module, which significantly lowers weight and manufacturing complexity while optimizing thermal management. This modular strategy allows OEMs to streamline assembly processes and reduce costs for mass-market platforms. The financial scale of this evolution is evident in supplier expenditures; according to Magna International's '2024 Annual Report' from February 2025, the company invested $2.2 billion in fixed assets during the fiscal year, with capital deployment primarily directed toward supporting the launch of new vehicle programs.
Report Scope
In this report, the Global Automotive Induction Motor 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 Induction Motor Market.
Global Automotive Induction 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: