全球汽车变速箱市场规模：按变速箱类型、车辆类型、燃料类型、地区、预测

汽车变速箱市场规模及预测

2024 年全球汽车变速箱市场规模为 2,262.3 亿美元，预计到 2032 年将达到 3,408.7 亿美元，2026 年至 2032 年的复合年增长率为 5.80%。

汽车变速箱是汽车的关键部件，它透过将动力传输至车轮，使引擎能够在特定的速度范围内高效运转。内燃机汽车与电动车不同，引擎在没有辅助的情况下无法全速运转。

变速箱可以是手动的，也可以是自动的，它在让您以各种速度行驶的同时保持引擎性能在最佳范围内发挥着重要作用。

特别是自动变速箱，由于其方便性而成为许多驾驶员的首选，因为它们无需驾驶员输入即可自动换檔。

最常见的类型是静液压自动变速箱，它使用扭矩转换器、静液压控制设备和行星齿轮组的组合来管理动力的传输。扭矩转换器取代了手排变速箱中使用的离合器，并利用流体动态来确保齿轮之间的平稳过渡。

全球汽车变速箱市场动态

影响全球汽车变速箱市场的关键市场动态是：

关键市场驱动因素

转向电动车 (EV) 和混合模式：向电气化的转变正在重塑汽车变速箱市场，并需要新的创新变速箱系统。国际能源总署（IEA）预测，2022年全球电动车销量将达到1,000万辆，较2021年成长55%。国际能源总署也预测，到2032年，电动车将占全球新车销量的60%。

对省油车的需求不断增加：消费者对省油车的偏好正在推动先进传动系统的发展，以优化引擎性能并降低燃料消费量。根据美国环保署（EPA）的报告，美国2021年新车的平均燃油经济性达到了每加仑25.7英里的历史新高。根据欧洲汽车工业协会（ACEA）的数据，2020年欧盟新乘用车的二氧化碳排放与2019年相比下降了12%，这部分归功于传动技术的改进。

自动手排变速箱 (AMT) 技术的进步：AMT 系统日益普及，其性能和效率达到平衡，促进了市场成长。

更严格的排放气体和燃油经济性标准：日益严格的法规迫使製造商开发更有效率的传动系统。欧盟 (EU) 的二氧化碳排放标准要求从 2021 年起，所有新车的所有车型的二氧化碳排放量平均达到 95 克/公里。在美国，国家公路交通安全管理局（NHTSA）和环保署（EPA）制定了企业平均燃油经济性（CAFE）标准，要求到2026年所有乘用车和轻型卡车的平均燃油经济性达到约49mpg。

主要挑战

製造和维护成本更高：先进的传动系统更加复杂，这意味着更高的製造和维护成本。根据美国劳工统计局的数据，2020 年汽车服务技术人员的平均时薪为 22.54 美元，这反映了维护复杂传动系统所需的专业技能。

转向电动车 (EV)：虽然向电动车的转变正在推动某些领域的创新，但它也对传统变速箱市场造成了限制，因为许多电动车不需要复杂的多速变速箱。根据国际能源总署（IEA）的报告，2021年全球电动车销量将达660万辆，较2020年成长108%。根据彭博新能源财经（BloombergNEF）预测，到2040年，电动车将占全球新乘用车销量的58%，这可能会萎缩传统变速箱的市场。

供应链中断：全球供应链问题正在影响汽车产业，包括变速箱製造商。根据欧洲汽车工业协会（ACEA）的报告，2021年欧盟新车註册量较2020年下降2.4%，部分原因是供应链问题影响了零件的供应。根据IHS Markit统计，光是半导体短缺就导致2021年全球轻型车产量下降1,130万辆。

更重视轻型车：汽车产业正在努力减轻车辆重量以提高燃油效率，但这有时会与使用复杂而沉重的传动系统相衝突。美国环保署（EPA）报告称，将车辆重量减轻10％可使燃油经济性提高6-8％。

主要趋势

对再製造变速箱的需求不断增长：随着车辆使用寿命的延长和维修成本的上升，对再製造变速箱的需求也不断增加。根据美国国际贸易委员会预测，包括变速箱在内的美国再製汽车零件市场规模预计在2021年将达到71亿美元，2022年至2032年的复合年增长率为3.2%。欧洲再製造网路估计，欧洲汽车再製造业年产值约74亿欧元，变速箱是其中的关键零件。

转向电动变速箱：汽车行业越来越多地采用电动变速箱来满足更严格的排放气体法规并提高燃油经济性。国际能源总署（IEA）的报告显示，到2022年，电动车销量（包括全电动汽车和插电式混合动力汽车）将占全球新车销量的14%，高于2021年的9%。

将先进技术融入传动系统：製造商正在将人工智慧和物联网等智慧技术融入传动系统，以提高效能和预测性维护。

无段变速箱 (CVT) 的兴起：CVT 技术因其能够提高燃油经济性并提供更平稳的驾驶体验而越来越受欢迎。日本是CVT的主要市场之一，日本汽车工业协会（JAMA）报告称，2020年销售的新乘用车中约有60%将配备CVT。

目录

第一章 全球汽车变速箱市场简介

• 市场介绍
• 研究范围
• 先决条件

第二章执行摘要

第三章：已验证的市场研究调查方法

• 资料探勘
• 验证
• 第一手资料
• 资料来源列表

第四章 全球汽车变速箱市场展望

• 概述
• 市场动态
  • 驱动程式
  • 限制因素
  • 机会
• 波特五力模型
• 价值链分析

第五章全球汽车变速箱市场（按变速箱类型）

• 概述
• 手排变速箱
• 双离合器变速箱
• 无段变速箱
• 自动变速箱
• 自动手排变速箱

第六章全球汽车变速箱市场（按车型）

• 概述
• 搭乘用车
• LCV
• HCV
• 电动车

第七章全球汽车变速箱市场（依燃料类型）

• 概述
• 汽油
• 柴油引擎
• 其他的

第八章全球汽车变速箱市场（按地区）

• 概述
• 北美洲
  • 美国
  • 加拿大
  • 墨西哥
• 欧洲
  • 德国
  • 英国
  • 法国
  • 其他欧洲国家
• 亚太地区
  • 中国
  • 日本
  • 印度
  • 其他亚太地区
• 世界其他地区
  • 拉丁美洲
  • 中东和非洲

第九章全球汽车变速箱市场的竞争格局

• 概述
• 各公司市场排名
• 主要发展策略

第十章 公司简介

• Aisin Seiki Company Ltd.
• GKN PLC
• ZF Friedrischschafen AG
• Continental AG
• Magna International Inc.
• Borgwarner Inc.
• Eaton Corporation PLC
• JATCO Ltd.
• Schaeffler AG
• Allison Transmission Inc.

第十一章 附录

• 相关调查

Automotive Transmission Market Size And Forecast

The Automotive Transmission Market size was valued at USD 226.23 Billion in 2024 and is projected to reach USD 340.87 Billion by 2032, growing at a CAGR of 5.80% from 2026 to 2032.

An automotive transmission is a key component in vehicles that allows the engine to operate efficiently within a specific speed range by transmitting power to the wheels. In internal combustion engine vehicles, unlike electric cars, the engine cannot operate across the entire speed spectrum without assistance.

The transmission, which can either be manual or automatic, is crucial in ensuring that the vehicle can travel at various speeds while keeping the engine's performance within its optimal range.

Automatic transmissions, in particular, have become the preferred choice for many drivers due to their convenience, as they automatically shift gears without the need for driver input.

The most common type is the hydraulic automatic transmission, which relies on a combination of a torque converter, hydraulic controls, and a planetary gear set to manage the transfer of power. The torque converter replaces the clutch used in manual transmissions and ensures smooth transitions between gears by using fluid dynamics.

Global Automotive Transmission Market Dynamics

The key market dynamics that are shaping the global automotive transmission market include:

Key Market Drivers

Transition to Electric Vehicles (EVs) and Hybrid Models: The shift towards electrification is reshaping the automotive transmission market, requiring new and innovative transmission systems. According to the International Energy Agency (IEA), global electric car sales reached 10 million in 2022, a 55% increase from 2021. The IEA also projects that EVs will account for 60% of new car sales globally by 2032.

Increasing Demand for Fuel-Efficient Vehicles: Consumer preference for fuel-efficient vehicles is driving the development of advanced transmission systems that optimize engine performance and reduce fuel consumption. The U.S. Environmental Protection Agency (EPA) reports that the average fuel economy for new 2021 model-year vehicles in the U.S. reached a record high of 25.7 miles per gallon. According to the European Automobile Manufacturers Association (ACEA), CO2 emissions from new passenger cars in the EU decreased by 12% in 2020 compared to 2019, partly due to improved transmission technologies.

Advancements in Automated Manual Transmission (AMT) Technology: The growing popularity of AMT systems, which offer a balance between performance and efficiency, is contributing to market growth.

Stringent Emission Norms and Fuel Economy Standards: Increasingly strict regulations are pushing manufacturers to develop more efficient transmission systems. The European Union's CO2 emission standards require a fleet-wide average of 95g CO2/km for new cars from 2021 onwards, as reported by the European Commission. In the United States, the National Highway Traffic Safety Administration (NHTSA) and EPA have set Corporate Average Fuel Economy (CAFE) standards that require an industry-wide fleet average of approximately 49 mpg for passenger cars and light trucks by 2026.

Key Challenges

High Manufacturing and Maintenance Costs: The advanced transmission systems are more complex, leading to higher production and maintenance costs. The U.S. Bureau of Labor Statistics reports that the average hourly wage for automotive service technicians and mechanics was $22.54 in 2020, reflecting the specialized skills required for maintaining complex transmission systems.

Shift Towards Electric Vehicles (EVs): While the transition to EVs is driving innovation in some areas, it's also a restraint for traditional transmission markets as many EVs don't require complex multi-speed transmissions. The International Energy Agency (IEA) reports that global EV sales reached 6.6 million in 2021, a 108% increase from 2020. According to Bloomberg NEF, EVs are projected to account for 58% of new passenger car sales globally by 2040, potentially reducing the market for traditional transmissions.

Supply Chain Disruptions: Global supply chain issues have impacted the automotive industry, including transmission manufacturers. The European Automobile Manufacturers Association (ACEA) reported that in 2021, new car registrations in the EU fell by 2.4% compared to 2020, partly due to supply chain issues affecting component availability. According to IHS Markit, global light vehicle production in 2021 was reduced by 11.3 million units due to semiconductor shortages alone.

Increasing Focus on Lightweight Vehicles: The automotive industry's push for lighter vehicles to improve fuel efficiency can sometimes conflict with the use of complex, heavier transmission systems. The U.S. Environmental Protection Agency (EPA) reports that reducing a vehicle's weight by 10% can improve fuel economy by 6-8%.

Key Trends

Growing Demand for Remanufactured Transmissions: The increasing lifespan of vehicles and rising repair costs are driving the demand for remanufactured transmissions. According to the United States International Trade Commission, the U.S. remanufactured automotive parts market, including transmissions, was valued at $7.1 billion in 2021, with a projected CAGR of 3.2% from 2022 to 2032. The European Remanufacturing Network estimates that the automotive remanufacturing sector in Europe is worth €7.4 billion annually, with transmissions being a significant component.

Shift Towards Electrified Transmissions: The automotive industry is increasingly adopting electrified transmissions to meet stricter emission norms and improve fuel efficiency. The International Energy Agency (IEA) reports that in 2022, electric car sales (including full electric and plug-in hybrids) accounted for 14% of all new car sales globally, up from 9% in 2021.

Integration of Advanced Technologies in Transmissions: Manufacturers are incorporating smart technologies like AI and IoT into transmission systems for improved performance and predictive maintenance.

Continuous Variable Transmission (CVT) Gaining Traction: CVT technology is becoming increasingly popular due to its ability to provide better fuel efficiency and a smoother driving experience. In Japan, one of the leading markets for CVT, about 60% of new passenger vehicles sold in 2020 were equipped with CVT, as reported by the Japan Automobile Manufacturers Association (JAMA).

Global Automotive Transmission Market Regional Analysis

Here is a more detailed regional analysis of the global automotive transmission market:

North America

North America substantially dominates the Global Automotive Transmission Market owing to the rapid adoption of electric vehicles (EVs). The increasing adoption of EVs in North America is driving demand for specialized EV transmissions and gearboxes.

According to the U.S. Department of Energy, EV sales in the United States nearly doubled from 308,000 in 2020 to 608,000 in 2021. The Edison Electric Institute reports that EV sales in the U.S. are projected to exceed 26.4 million units by 2032, accounting for about 10% of the total vehicle fleet on U.S. roads.

Strict regulations are pushing manufacturers to develop more efficient transmission systems. The U.S. Environmental Protection Agency (EPA) and National Highway Traffic Safety Administration (NHTSA) have set Corporate Average Fuel Economy (CAFE) standards requiring an industry-wide fleet average of approximately 49 mpg for passenger cars and light trucks by 2026.

According to the EPA, the average fuel economy for new 2021 model-year vehicles in the U.S. reached a record high of 25.7 miles per gallon, driven in part by advancements in transmission technology.

North American consumers show a strong preference for automatic transmissions, driving market growth. The U.S. Department of Energy reports that the market share of manual transmissions in new vehicles has dropped from 35% in 1980 to less than 2% in 2020.

Automotive manufacturers in North America are heavily investing in research and development of advanced transmission systems. The U.S. Department of Energy has invested over $300 million in advanced vehicle technologies research, including transmission systems, through its Vehicle Technologies Office in fiscal year 2021.

According to a report by the American Automotive Policy Council, U.S. automakers invest an average of $1,200 in R&D for every vehicle they produce, with a significant portion dedicated to powertrain and transmission technologies.

Asia Pacific

Asia Pacific is anticipated to witness the fastest growth in the global automotive transmission market during the forecast period owing to the robust automotive manufacturing base in the region.

The strong manufacturing capabilities in the Asia Pacific region provide a significant advantage in the Automotive Transmission Market. According to the International Organization of Motor Vehicle Manufacturers (OICA), China alone produced 26.08 million motor vehicles in 2021, accounting for 32.5% of global production.

The Japan Automobile Manufacturers Association (JAMA) reports that Japan produced 7.85 million motor vehicles in 2021, with a significant portion equipped with locally manufactured transmissions.

The increasing adoption of EVs in the region is driving demand for specialized EV transmissions. China Association of Automobile Manufacturers (CAAM) reports that NEV (New Energy Vehicle) sales in China reached 6.89 million units in 2022, a 93.4% increase year-on-year. According to the International Energy Agency (IEA), electric car sales in China are projected to reach 9 million units in 2032, accounting for 40% of the global EV market.

Increasing disposable income in many Asia Pacific countries is driving automotive sales, consequently boosting the transmission market. The World Bank reports that GDP per capita in East Asia and the Pacific region grew from $10,243 in 2010 to $14,687 in 2021, indicating rising disposable incomes. According to OICA, vehicle sales in the Asia-Oceania region increased from 35.7 million units in 2020 to 37.8 million units in 2021, despite global supply chain challenges.

Supportive government policies and stringent emission norms are driving innovation in transmission technologies. China's Ministry of Industry and Information Technology announced plans to raise the New Energy Vehicle (NEV) sales share to 20% of all new car sales by 2025.

India's Ministry of Heavy Industries reports that under the FAME-II scheme, the government has allocated INR 10,000 crore (approximately $1.3 billion) to promote electric and hybrid vehicle adoption, indirectly boosting the market for advanced transmissions.

Global Automotive Transmission Market: Segmentation Analysis

The Global Automotive Transmission Market is segmented based on Transmission Type, Vehicle Type, Fuel Type, And Geography.

Automotive Transmission Market, By Transmission Type

• Manual Transmission
• Dual Clutch Transmission
• Continuously Variable Transmission
• Automatic Transmission
• Automated Manual Transmission

Based on Transmission Type, the Global Automotive Transmission Market is bifurcated into Manual Transmission, Dual Clutch Transmission, Continuously Variable Transmission, Automatic Transmission, and Automated Manual Transmission. The manual transmission segment significantly dominates the global automotive transmission market driven by the increasing demand for fuel-efficient transmission systems. The shift from manual to automated driving systems is creating significant commercial opportunities, particularly in the automated manual transmission (AMT) market, as it offers enhanced efficiency and convenience for drivers.

Automotive Transmission Market, By Vehicle Type

• Passenger Cars
• LCVs
• HCVs
• Electric Vehicles

Based on Vehicle Type, the Global Automotive Transmission Market is bifurcated into Passenger Cars, LCVs, HCVs, and Electric Vehicles. The passenger cars segment significantly dominates the global automotive transmission market driven by road infrastructure and fluctuating fuel prices influence the demand for these vehicles. As the economic outlook improves in developing countries, the demand for passenger cars is expected to rise.

Automotive Transmission Market, By Fuel Type

• Gasoline
• Diesel

Based on Fuel Type, the Global Automotive Transmission Market is bifurcated into Gasoline and Diesel. The Diesel segment dominates in the global automotive transmission market, driven by advancements in diesel engines with emission control technologies and the introduction of ultra-low sulfur fuel. Diesel engines are more efficient and emit less gas compared to gasoline counterparts. Growing demand for gasoline in countries like the U.S., China, and India is expected to boost the segment's growth.

Automotive Transmission Market, By Geography

• North America
• Europe
• Asia Pacific
• Rest of the world

Based on Geography, the Global Automotive Transmission Market is classified into North America, Europe, Asia Pacific, and the Rest of the World. North America substantially dominates the Global Automotive Transmission Market owing to the rapid adoption of electric vehicles (EVs). The increasing adoption of EVs in North America is driving demand for specialized EV transmissions and gearboxes. According to the U.S. Department of Energy, EV sales in the United States nearly doubled from 308,000 in 2020 to 608,000 in 2021. The Edison Electric Institute reports that EV sales in the U.S. are projected to exceed 26.4 million units by 2032, accounting for about 10% of the total vehicle fleet on U.S. roads.

Key Players

The "Global Automotive Transmission Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Aisin Seiki Company Ltd., GKN PLC, ZF Friedrichshafen AG, Continental AG, Magna International, Inc., Borgwarner, Inc., and Eaton Corporation PLC.

• This section offers in-depth analysis through a company overview, position analysis, the regional and industrial footprint of the company, and the ACE matrix for insightful competitive analysis. The section also provides an exhaustive analysis of the financial performances of mentioned players in the given market.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

Global Automotive Transmission Market Key Developments

• In March 2021, Continental Expands its Engineering Services in Three Locations Continental Engineering Services (CES) will open three new branches in Germany, England, and Italy. It will prioritize the integration and development of modern driver assistance technologies.
• In December 2020, LG Electronics announced a joint venture with Magna International Inc. announced the formation of a joint venture to manufacture vehicle motors, inverters, and plate chargers

TABLE OF CONTENTS

1 INTRODUCTION OF GLOBAL AUTOMOTIVE TRANSMISSION MARKET

• 1.1 Introduction of the Market
• 1.2 Scope of Report
• 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

• 3.1 Data Mining
• 3.2 Validation
• 3.3 Primary Interviews
• 3.4 List of Data Sources

4 GLOBAL AUTOMOTIVE TRANSMISSION MARKET OUTLOOK

• 4.1 Overview
• 4.2 Market Dynamics
  • 4.2.1 Drivers
  • 4.2.2 Restraints
  • 4.2.3 Opportunities
• 4.3 Porters Five Force Model
• 4.4 Value Chain Analysis

5 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY TRANSMISSION TYPE

• 5.1 Overview
• 5.2 Manual Transmission
• 5.3 Dual Clutch Transmission
• 5.4 Continuously Variable Transmission
• 5.5 Automatic Transmission
• 5.6 Automated Manual Transmission

6 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY VEHICLE TYPE

• 6.1 Overview
• 6.2 Passenger Cars
• 6.3 LCVs
• 6.4 HCVs
• 6.5 Electric Vehicle

7 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY FUEL TYPE

• 7.1 Overview
• 7.2 Gasoline
• 7.3 Diesel
• 7.4 Others

8 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY GEOGRAPHY

• 8.1 Overview
• 8.2 North America
  • 8.2.1 U.S.
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 U.K.
  • 8.3.3 France
  • 8.3.4 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 Japan
  • 8.4.3 India
  • 8.4.4 Rest of Asia Pacific
• 8.5 Rest of the World
  • 8.5.1 Latin America
  • 8.5.2 Middle East & Africa

9 GLOBAL AUTOMOTIVE TRANSMISSION MARKET COMPETITIVE LANDSCAPE

• 9.1 Overview
• 9.2 Company Market Ranking
• 9.3 Key Development Strategies

10 COMPANY PROFILES

• 10.1 Aisin Seiki Company Ltd.
  • 10.1.1 Overview
  • 10.1.2 Financial Performance
  • 10.1.3 Product Outlook
  • 10.1.4 Key Developments
• 10.2 GKN PLC
  • 10.2.1 Overview
  • 10.2.2 Financial Performance
  • 10.2.3 Product Outlook
  • 10.2.4 Key Developments
• 10.3 ZF Friedrischschafen AG
  • 10.3.1 Overview
  • 10.3.2 Financial Performance
  • 10.3.3 Product Outlook
  • 10.3.4 Key Developments
• 10.4 Continental AG
  • 10.4.1 Overview
  • 10.4.2 Financial Performance
  • 10.4.3 Product Outlook
  • 10.4.4 Key Developments
• 10.5 Magna International Inc.
  • 10.5.1 Overview
  • 10.5.2 Financial Performance
  • 10.5.3 Product Outlook
  • 10.5.4 Key Developments
• 10.6 Borgwarner Inc.
  • 10.6.1 Overview
  • 10.6.2 Financial Performance
  • 10.6.3 Product Outlook
  • 10.6.4 Key Developments
• 10.7 Eaton Corporation PLC
  • 10.7.1 Overview
  • 10.7.2 Financial Performance
  • 10.7.3 Product Outlook
  • 10.7.4 Key Developments
• 10.8 JATCO Ltd.
  • 10.8.1 Overview
  • 10.8.2 Financial Performance
  • 10.8.3 Product Outlook
  • 10.8.4 Key Developments
• 10.9 Schaeffler AG
  • 10.9.1 Overview
  • 10.9.2 Financial Performance
  • 10.9.3 Product Outlook
  • 10.9.4 Key Developments
• 10.10 Allison Transmission Inc.
  • 10.10.1 Overview
  • 10.10.2 Financial Performance
  • 10.10.3 Product Outlook
  • 10.10.4 Key Developments

11 Appendix

• 11.1 Related Research