全球电动动力传动系统市场：市场规模（按类型、车辆类型、零件和地区）、未来预测

电动动力传动系统市场规模及预测

2024 年电动动力传动系统市场规模为 857.1 亿美元，预计到 2032 年将达到 2,117 亿美元，2026 年至 2032 年的复合年增长率为 13.20%。

电动动力传动系统是为电动车 (EV) 或混合动力车 (HEV) 的车轮产生动力并分配动力的整套系统。与使用汽油或柴油作为燃料的传统内燃机汽车不同，电动动力传动系统使用可充电电池供电的电动马达。电动动力传动系统由四个主要部件组成：电动马达、电池组、电力电子设备和传动系统。

电动动力传动系统正在各行各业迅速普及，从根本上改变了交通和能源效率。在汽车产业，电动动力传动系统常见于电动车 (EV)、混合动力电动车 (HEV) 和插电式油电混合车。与典型的内燃机相比，这些技术具有更高的燃油效率、更低的排放气体和更卓越的性能。

随着技术、效率和应用的重大进步，电动动力传动系统的未来一片光明。持续的研发有望推动电池技术的进步，例如能够提供更高能量密度、更快充电时间和更高安全性的固态电池。随着世界各国政府实施更严格的排放法规并鼓励使用清洁替代能源，对电动动力传动系统的需求可能会持续成长。

全球电动动力传动系统市场动态

影响全球电动动力传动系统市场的主要市场动态是：

主要市场驱动因素：

电动车 (EV) 需求不断增长：环保意识的增强以及减少温室气体排放的需求，正在推动消费者对电动车的兴趣。世界各国政府正在製定严格的污染法规，并提供扣除额和补贴等奖励来推动电动车的普及。

电池技术的进步：电池技术的持续进步提升了电动动力传动系统的性能、续航里程和价格。能量密度、充电速度和电池寿命的提升，使电动车对消费者更具吸引力。固态电池和其他下一代技术的发展可望进一步提升效率和安全性，从而推动市场成长。

政府措施与政策：世界各国政府正透过各种措施积极推动电动车的转型。旨在减少二氧化碳排放的政策，例如排放目标和燃油经济性标准，正在推动汽车製造商投资电动动力传动系统。许多政府也设定了逐步淘汰内燃机的宏伟目标，为电动动力传动系统的开发和广泛应用创造了有利环境。

主要挑战

成本高昂：电动动力传动系统广泛应用的主要障碍之一是电池及相关零件的高成本。儘管价格逐年下降，电动车 (EV) 的初始投资仍然高于传统的内燃机汽车 (ICE)。

充电基础设施有限：另一个主要问题是缺乏充足的充电基础设施。许多人因为担心续航里程或担心在到达充电站之前耗尽电量而犹豫是否转换用电动车。建立一个广泛可靠的充电网路对于解决这些问题并鼓励电动动力传动系统的普及至关重要。

技术限制：儘管电池技术不断进步，但与传统汽车相比，电动动力传动系统在能量密度、充电速度和整体效率方面仍然受到限制。目前的电池技术可能无法提供所需的续航里程或快速充电能力，这限制了市场接受度。

主要趋势：

汽车电气化程度不断提高：随着世界各国政府加强排放气体法规并推动永续性，汽车电气化进程正在加速。这一趋势体现在电动车 (EV)、混合动力电动车 (HEV) 和插电式混合动力电动车 (PHEV) 产量的不断增长。

电池技术的进步：电池技术的持续创新对于提升电动动力传动系统的性能至关重要。固态电池、锂硅电池和增强型电池管理系统正在提高能量密度、缩短充电时间并延长电池寿命。这些发展有助于缓解消费者的续航焦虑，使电动车更具吸引力。

再生能源来源的整合：再生能源来源融入电动动力传动系统正变得越来越普遍。汽车製造商和能源公司正在探索利用太阳能和风力发电为电动车充电的方法，以协助打造更永续的生态系统。

目录

第一章 全球电动动力传动系统市场：简介

• 市场概览
• 分析范围
• 先决条件

第二章执行摘要

第三章 已验证的市场研究分析方法

• 资料探勘
• 验证
• 第一手资料
• 资料来源列表

第四章 全球电动动力传动系统市场展望

• 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 全球电动动力传动系统市场（按类型）

• 概述
• 系列混合动力传动系统
• 并联混合动力传动系统
• MHEV动力传动系统
• 纯电动动力传动系统
• 其他的

第六章 全球电动动力传动系统市场（依车型）

• 概述
• 48V轻度混合动力车（MHEV）
• 纯电动车（BEV）
• 油电混合动力/插电式混合动力汽车（HEV/PHEV）

第七章全球电动动力传动系统市场（按零件）

• 概述
• 控制器
• 直流/交流逆变器
• DC/DC转换器
• 引擎
• 其他的

第 8 章全球电动动力传动系统市场（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

第九章全球电动动力传动系统市场竞争格局

• 概述
• 各公司市场排名
• 主要发展策略

第十章 公司简介

• Bosch
• Mitsubishi Electric
• Magna Corporation
• Continental AG
• Dana Incorporated
• Borgwarner
• Valeo Group
• Denso Corporation
• Hitachi
• ZF Friedrichshafen

第十一章 附录

• 相关分析

Electric Powertrain Market Size and Forecast

Electric Powertrain Market size was valued at USD 85.71 Billion in 2024 and is projected to reach USD 211.7 Billion by 2032, growing at a CAGR of 13.20% from 2026 to 2032.

An electric powertrain is the entire system that generates and distributes power to the wheels of electric vehicles (EVs) and hybrid electric vehicles (HEVs). Unlike conventional internal combustion engine vehicles which run on gasoline or diesel, electric powertrains use electric motors driven by rechargeable batteries. An electric powertrain is made up of four main components: the electric motor, battery pack, power electronics, and the transmission system.

Electric powertrains are quickly finding applications in a variety of industries, radically changing transportation and energy efficiency. In the automotive industry, electric powertrains are generally found in electric cars (EVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles. When compared to typical internal combustion engines, these technologies provide higher fuel efficiency, lower emissions, and better performance.

The future of electric powertrains is bright with major advances in technology, efficiency, and applications. Continued research and development are likely to result in advances in battery technology such as solid-state batteries, which can provide higher energy densities, faster charging times, and increased safety. As governments throughout the world impose stronger emission rules and incentivize the use of clean energy alternatives, the demand for electric powertrains will grow.

Global Electric Powertrain Market Dynamics

The key market dynamics that are shaping the global electric powertrain market include:

Key Market Drivers:

Rising Demand for Electric Vehicles (EVs): Consumer interest in electric vehicles has increased as people become more conscious of environmental issues and the need to minimize greenhouse gas emissions. Governments throughout the world are enacting strict pollution restrictions and offering incentives for EV adoption, including tax credits and subsidies.

Battery Technology Advancements: Continuous progress in battery technology improves electric powertrain performance, range, and price. Improvements in energy density, charging speed, and battery longevity make electric vehicles more appealing to buyers. The development of solid-state batteries and other next-generation technologies promises even improved efficiency and safety which will fuel market growth.

Government Initiatives and Policies: Governments around the world are actively pushing the transition to electric mobility through a variety of initiatives. Policies aimed at lowering carbon footprints such as emissions objectives and fuel economy standards, are driving automakers to invest in electric powertrains. Many governments have also set ambitious targets for phasing out internal combustion engines creating a conducive atmosphere for electric powertrain development and adoption.

Key Challenges:

High Costs: One of the major impediments to the widespread adoption of electric powertrains is the high cost of batteries and related components. Although prices have dropped over the years, the initial investment for electric cars (EVs) is still more than for regular internal combustion engine (ICE) vehicles.

Limited Charging Infrastructure: Another major issue is a lack of suitable charging infrastructure. Many people are hesitant to switch to EVs because they are concerned about range anxiety or the possibility of running out of energy before reaching a charging station. Creating a broad and reliable charging network is critical to alleviating these concerns and encouraging the use of electric powertrains.

Technological Constraints: While battery technology advances, electric powertrains continue to have constraints in terms of energy density, charging speed, and overall efficiency when compared to conventional vehicles. Current battery technology may not offer the same range or quick refilling capabilities limiting market acceptability.

Key Trends:

Increased Vehicle Electrification: As governments around the world impose stronger emission restrictions and promote sustainability, vehicle electrification is accelerating. This trend is reflected in the increased production of electric cars (EVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles (PHEVs).

Advancements in Battery Technology: Continuous battery technology innovation is critical to increasing the performance of electric powertrains. Solid-state batteries, lithium-silicon batteries, and enhanced battery management systems are improving energy density reducing charging times, and extending battery life. These developments assist in reducing range anxiety among consumers and make electric vehicles more desirable.

Integration of Renewable Energy Sources: The incorporation of renewable energy sources into electric powertrains is becoming more common. Automakers and energy companies are looking at ways to use solar and wind energy to charge electric vehicles helping to create a more sustainable ecosystem.

Global Electric Powertrain Market Regional Analysis

Here is a more detailed regional analysis of the global electric powertrain market:

North America:

The North American electric powertrain market is primarily driven by strict emissions laws and rising consumer demand for electric vehicles (EVs). This supremacy stems mostly from the region's well-established automobile sector, robust charging infrastructure, and supporting government policies encouraging the use of renewable energy technologies. Implementing severe pollution rules is a primary driver for the North American electric powertrain market.

According to the US Environmental Protection Agency (EPA), transportation accounts for 29% of total greenhouse gas emissions in the United States. In response, the US government has set a target of 50% electric car sales by 2030. According to the U.S. Department of Transportation's National Household Travel Survey, 95% of car travel in the United States is less than 30 miles, which is well within the range of most modern electric vehicles.

Asia Pacific:

The Asia Pacific region is experiencing the highest development in the electric powertrain industry, owing to rigorous environmental laws, government incentives, and rapidly expanding EV adoption. This rapid growth is driven by the region's high population, urbanization tendencies, and intense government push for sustainable transportation alternatives. This has resulted in a spike in EV sales, with the China Passenger Car Association estimating that NEV sales will reach 6.89 million units in 2023, a 93.4% rise year on year.

According to the Korea Automobile Manufacturers Association, this strategy has helped to drive a 52% year-on-year increase in EV sales in 2023. According to Australia's Electric Vehicle Council, EV sales will increase by 65% in 2023, thanks in large part to the government's plan to invest AUD 250 million in charging infrastructure. Another aspect is the region's rising urbanization, with the United Nations Economic and Social Commission for Asia and the Pacific forecasting that by 2026, half of the region's population will live in cities, increasing the need for efficient and clean transportation options.

Global Electric Powertrain Market: Segmentation Analysis

The Global Electric Powertrain Market is segmented based on Type, Vehicle Type, Component, and Geography.

Electric Powertrain Market, By Type

• Series Hybrid Powertrain
• Parallel Hybrid Powertrain
• MHEV Powertrain
• BEV Powertrain
• Others

Based on the Type, the Global Electric Powertrain Market is bifurcated into Series Hybrid Powertrain, Parallel Hybrid Powertrain, MHEV Powertrain, BEV Powertrain, and Others. The Battery Electric Vehicle (BEV) powertrain is the dominant segment in the global electric powertrain market. This dominance stems from the growing consumer preference for fully electric vehicles due to their zero-emission benefits, lower operating costs, and advancements in battery technology. As governments worldwide implement stricter emissions regulations and offer incentives for EV adoption, BEVs are increasingly seen as a sustainable alternative to traditional internal combustion engines. Furthermore, significant investments in charging infrastructure and battery research have enhanced the appeal of BEVs allowing for longer ranges and shorter charging times.

Electric Powertrain Market, By Vehicle Type

48V Mild Hybrid Vehicle (MHEV)

• Battery Electric Vehicle (BEV)
• Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV)

Based on the Vehicle Type, the Global Electric Powertrain Market is bifurcated into 48V Mild Hybrid Vehicle (MHEV), Battery Electric Vehicle (BEV), Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV). The Battery Electric Vehicle (BEV) segment is the dominant category in the global electric powertrain market. This dominance is driven by the increasing consumer preference for fully electric vehicles due to their zero tailpipe emissions, lower operational costs, and advancements in battery technology that enhance range and performance. Government incentives and stringent emissions regulations further support BEV adoption, making them a key focus for manufacturers investing in electrification. While 48V Mild Hybrid Vehicles (MHEVs) and Hybrid & Plug-In Hybrid Vehicles (HEV/PHEVs) are important for transitional technologies, they typically offer a limited electric-only range and still rely on internal combustion engines.

Electric Powertrain Market, By Component

• Controller
• DC/AC Inverter
• DC/DC Converter
• Motor
• Others

Based on the Component, the Global Electric Powertrain Market is bifurcated into Controller, DC/AC Inverter, DC/DC Converter, Motor, and Others. The motor component is the dominant segment of the global electric powertrain market. This dominance is primarily due to the crucial role motors play in converting electrical energy into mechanical energy, driving the vehicle's wheels, and ensuring optimal performance. As electric vehicles (EVs) gain popularity, advancements in motor technology such as improved efficiency and torque density have further enhanced their importance. Additionally, the increasing demand for high-performance EVs has led manufacturers to focus on developing powerful, lightweight motors that can deliver better acceleration and range.

Electric Powertrain Market, By Geography

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

Based on Geography, the Global Electric Powertrain Market is classified into North America, Europe, Asia Pacific, and the Rest of the world. Asia Pacific is the dominant region in the global electric powertrain market, primarily due to its leading position in electric vehicle (EV) production and sales. Countries like China, Japan, and South Korea are at the forefront of EV technology driven by strong government support, substantial investments in charging infrastructure, and a growing consumer preference for sustainable transportation. China, in particular, has emerged as the largest market for electric vehicles, significantly boosting demand for electric powertrains. Additionally, Asia Pacific is home to key manufacturers and suppliers of batteries and components further enhancing its market dominance.

Key Players

The "Global Electric Powertrain Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Robert Bosch GmbH, Mitsubishi Electric Corp., Magna International Inc., Continental AG, Hitachi Astemo Ltd., BorgWarner Inc., ZF Friedrichshafen AG, Valeo, Nidec Corporation, Schaeffler AG, Cummins Inc., Dana Incorporated, GKN Plc, and Eaton Corporation.

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 Electric Powertrain Market Key Developments

• In July 2024, Volkswagen received the Automotive INNOVATIONS Award 2024 for being the most inventive volume brand in electric propulsion. This award is given out annually by the Center of Automotive Management (CAM). CAM complimented Volkswagen for its extensive developments in electric mobility technologies. Better range, improved power usage, and increased charging capacity are among the most significant enhancements.
• In June 2024, Marelli won a critical contract from a major global carmaker to supply the Battery Thermal Plate (BTP) for forthcoming Battery Electric Vehicles (BEVs). Marelli designed and will manufacture this technology, which is critical for managing thermal energy in electric vehicles. Marelli will supply about 5 million units beginning in 2024 and continuing for the duration of the contract.

TABLE OF CONTENTS

1 INTRODUCTION TO GLOBAL ELECTRIC POWERTRAIN MARKET

• 1.1 Overview 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 ELECTRIC POWERTRAIN MARKET OUTLOOK

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

5 GLOBAL ELECTRIC POWERTRAIN MARKET, BY TYPE

• 5.1 Overview
• 5.2 Series Hybrid Powertrain
• 5.3 Parallel Hybrid Powertrain
• 5.4 MHEV Powertrain
• 5.5 BEV Powertrain
• 5.6 Others

6 GLOBAL ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE

• 6.1 Overview
• 6.2 48V Mild Hybrid Vehicle (MHEV)
• 6.3 Battery Electric Vehicle (BEV)
• 6.4 Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV)

7 GLOBAL ELECTRIC POWERTRAIN MARKET, BY COMPONENT

• 7.1 Overview
• 7.2 Controller
• 7.3 DC/AC Inverter
• 7.4 DC/DC Converter
• 7.5 Motor
• 7.6 Others

8 GLOBAL ELECTRIC POWERTRAIN MARKET, BY GEOGRAPHY

• 8.1 Overview
• 8.2 North America
  • 8.2.1 The U.S.
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 The 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 ELECTRIC POWERTRAIN MARKET COMPETITIVE LANDSCAPE

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

10 COMPANY PROFILES

• 10.1 Bosch
  • 10.1.1 Overview
  • 10.1.2 Financial Performance
  • 10.1.3 Product Outlook
  • 10.1.4 Key Developments
• 10.2 Mitsubishi Electric
  • 10.2.1 Overview
  • 10.2.2 Financial Performance
  • 10.2.3 Product Outlook
  • 10.2.4 Key Developments
• 10.3 Magna Corporation
  • 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 Dana Incorporated
  • 10.5.1 Overview
  • 10.5.2 Financial Performance
  • 10.5.3 Product Outlook
  • 10.5.4 Key Developments
• 10.6 Borgwarner
  • 10.6.1 Overview
  • 10.6.2 Financial Performance
  • 10.6.3 Product Outlook
  • 10.6.4 Key Developments
• 10.7 Valeo Group
  • 10.7.1 Overview
  • 10.7.2 Financial Performance
  • 10.7.3 Product Outlook
  • 10.7.4 Key Developments
• 10.8 Denso Corporation
  • 10.8.1 Overview
  • 10.8.2 Financial Performance
  • 10.8.3 Product Outlook
  • 10.8.4 Key Developments
• 10.9 Hitachi
  • 10.9.1 Overview
  • 10.9.2 Financial Performance
  • 10.9.3 Product Outlook
  • 10.9.4 Key Developments
• 10.10 ZF Friedrichshafen
  • 10.10.1 Overview
  • 10.10.2 Financial Performance
  • 10.10.3 Product Outlook
  • 10.10.4 Key Developments

11 Appendix

• 11.1.1 Related Reports