全球电动汽车马达市场：按马达类型、马达额定功率、车辆类型、区域范围和预测

电动汽车马达市场规模及预测

预计 2024 年电动车电动马达市场价值将达到 4,691 亿美元，到 2031 年将达到 3,1151 亿美元，2024 年至 2031 年的复合年增长率为 26.70%。

电动车 (EV) 的电动马达是一种将电能转换为机械能的装置，用于驱动车轮并驱动车辆。这些电动马达是电动车运作的关键部件，取代了传统汽车中的内燃机。

电动马达用于各种电动车，包括纯电动车、插电式混合动力电动车和混合动力电动车，在从乘用车到商用车的广泛应用中发挥着至关重要的作用，具有零排放、提高效率和平稳加速等优点。

电动车马达的未来前景光明，其技术正在不断进步，以提高效率、降低成本并提升功率密度。固态电池和智慧逆变器整合等新技术有望进一步优化马达性能。随着环境法规和消费者偏好导致全球电动车需求不断增长，马达设计和材料预计将取得重大进步，从而扩大马达市场。

全球电动汽车马达市场动态

影响全球电动汽车马达市场的关键市场动态是：

关键市场驱动因素

政府奖励和法规：世界各国政府正在实施政策和激励措施，鼓励使用电动车并减少碳排放。补贴、税额扣抵以及更严格的排放法规正在鼓励製造商和消费者转向电动车，从而增加了对电动马达的需求。 2024年7月，欧盟宣布将为电动车购买和基础建设提供额外补贴，这将刺激对电动马达及其相关技术的需求。

技术进步：马达技术的持续进步，包括更高的效率、高功率密度和更轻的重量，正在提升电动车的性能和吸引力。电机设计和材料的创新使电动车比传统汽车更具竞争力。 2024年6月，福特发布了新的马达技术，可提高扭力和效率，旨在提升其电动车产品线的性能和续航里程。

充电基础设施投资：电动车充电基础设施的扩张是电动车市场的关键驱动力。完善且普及的充电网路将减少续航里程焦虑，使电动车更适合日常使用，从而刺激电动车的普及，进而增加对电动车的需求。 2024年4月，ChargePoint宣布了一项重大投资，以扩展其在北美和欧洲的充电网路。

主要挑战

製造成本高昂：电动马达的生产成本高昂，尤其是采用先进技术的电动马达。高品质材料（例如用于永久磁铁的稀土元素）以及复杂的製造流程会增加整体成本。这可能会增加消费者购买电动车的成本，并影响製造商的盈利。

供应链中断：电动机零件和材料的供应链容易中断，进而影响生产计画和供应。地缘政治紧张局势、贸易限制以及原物料价格波动都可能导致生产延误和成本上升。

技术复杂性和整合度不断提升：随着电动马达技术的进步，将更高效率和功率密度等新技术融入现有车辆架构可能变得愈发困难。确保与各种车辆设计和系统的兼容性，同时保持性能和可靠性，是一项重大挑战。 2024年5月，通用汽车宣布，在将新型高性能电动马达技术整合到现有汽车平臺方面遇到困难，导致产品发布延迟。

平衡电池和马达效率：平衡马达效率和电池性能对于提升电动车续航里程和整体性能至关重要。开发能够与现有电池技术高效配合，同时最大限度降低能耗的电机，是製造商面临的持续挑战。

主要趋势：

永磁同步马达 (PMSM) 的应用日益广泛：永磁同步马达(PMSM) 凭藉其高效率、小尺寸和高扭矩，正成为电动车製造商的首选。其受欢迎程度源自于提升车辆续航里程和性能的需求。

高功率密度电机需求不断增长：电动车需要能够在更小空间内提供更大功率的电机，因此，高功率密度电机的开发日益受到重视。这一趋势对于提升电动车的性能至关重要，尤其是高性能和远距车型。

马达冷却技术的发展：高效率的温度控管对于确保马达性能和使用寿命至关重要。液体冷却系统等先进的冷却技术正被整合到马达中，以便更好地管理热量，从而提高功率输出和马达效率。

与逆变器技术的整合：逆变器越来越多地与电动机集成，从而能够更精确地控制电动马达的转速和扭矩。这一趋势优化了电力转换过程，并实现了再生製动，从而提高了电动车的整体效率和性能。

目录

第一章 引言

• 市场定义
• 市场区隔
• 调查方法

第二章执行摘要

• 主要发现
• 市场概况
• 市集亮点

第三章 市场概况

• 市场规模和成长潜力
• 市场趋势
• 市场驱动因素
• 市场限制
• 市场机会
• 波特五力分析

第四章电动汽车马达市场（依马达类型）

• DC马达
• AC马达

第五章 电动车马达市场（以马达额定输出功率）

• 低功率电机
• 中功率马达
• 高功率电机

第六章电动车马达市场（依车型）

• 乘用电动车
• 商用电动车
• 摩托车

第七章区域分析

• 北美洲
• 美国
• 加拿大
• 墨西哥
• 欧洲
• 英国
• 德国
• 法国
• 义大利
• 亚太地区
• 中国
• 日本
• 印度
• 澳洲
• 拉丁美洲
• 巴西
• 阿根廷
• 智利
• 中东和非洲
• 南非
• 沙乌地阿拉伯
• 阿拉伯聯合大公国

第八章市场动态

• 市场驱动因素
• 市场限制
• 市场机会
• COVID-19 市场影响

第九章 竞争态势

• 主要企业
• 市占率分析

第十章：公司简介

• Nidec Corporation
• Denso Corporation
• Bosch Rexroth AG
• AMS Automotive Holding GmbH
• Continental AG
• Hitachi Automotive Systems, Ltd.
• YASKAWA Electric Corporation
• Mitsubishi Electric Corporation
• Toshiba Corporation
• ZF Friedrichshafen AG
• Hyundai Mobis
• Sumitomo Heavy Industries, Ltd.
• Valeo SA
• BorgWarner Inc.
• Johnson Electric Holdings Limited
• UQM Technologies Inc.
• Tesla, Inc.
• XPeng Inc.
• Li Auto Inc.

第十一章 市场展望与机会

• 新兴技术
• 未来市场趋势
• 投资机会

第十二章 附录

• 简称列表
• 来源和参考文献

Electric Motors For Electric Vehicle Market Size And Forecast

Electric Motors for Electric Vehicle Market size was valued at USD 469.1 Billion in 2024 and is projected to reach USD 3115.15 Billion by 2031, growing at a CAGR of 26.70% from 2024 to 2031.

Electric motors for electric vehicles (EVs) are devices that convert electrical energy into mechanical energy, allowing the vehicle to move by powering its wheels. These motors are critical to the operation of EVs, replacing internal combustion engines found in conventional vehicles.

Electric motors are used in a variety of EVs, including BEVs, PHEVs, and HEVs. They are critical in applications ranging from passenger cars to commercial vehicles, providing advantages such as zero emissions, increased efficiency, and smoother acceleration.

The future of electric motors for EVs looks promising, with advances aimed at increasing efficiency, lowering costs, and increasing power density. Emerging technologies, such as solid-state batteries and smart inverter integration, are expected to further optimize Motor performance. As global demand for EVs rises due to environmental regulations and consumer preferences, the market for electric motors is expected to expand, with significant advances in motor design and materials anticipated.

Global Electric Motors for Electric Vehicle Market Dynamics

The key market dynamics that are shaping the global electric motors for electric vehicle market include:

Key Market Drivers:

Government Incentives and Regulations: Governments around the world are implementing policies and incentives to encourage the use of electric vehicles and reduce carbon emissions. Subsidies, tax credits, and stricter emissions regulations are encouraging manufacturers and consumers to switch to EVs, increasing demand for electric motors. In July 2024, the European Union announced additional subsidies for electric vehicle purchases and infrastructure development, boosting demand for electric motors and associated technologies.

Technological Advancements: Continuous advancements in electric motor technology, such as increased efficiency, higher power density, and lighter weight, improve the performance and appeal of electric vehicles. Innovations in motor design and materials are making EVs more competitive with conventional vehicles. In June 2024, Ford unveiled a new electric motor technology that increases torque and efficiency, with the goal of improving the performance and range of its electric vehicle lineup.

Investment in Charging Infrastructure: The expansion of EV charging infrastructure is a key driver of the electric motors market. Improved and widespread charging networks reduce range anxiety and make electric vehicles more practical for daily use, encouraging greater adoption and, as a result, higher demand for electric motors. In April 2024, Charge Point announced a significant investment in expanding its charging network across North America and Europe, which is expected to support increased adoption of electric vehicles and drive demand for electric motors.

Key Challenges:

High production costs: The production of electric motors, particularly those with advanced technologies, is costly. High-quality materials, such as rare earth metals used in permanent magnets, and complex manufacturing processes increase the overall cost. This can increase the cost of EVs for consumers and have an impact on manufacturers' profitability.

Supply Chain Disruptions: The supply chain for components and materials used in electric motors is prone to disruptions, which can affect production schedules and availability. Geopolitical tensions, trade restrictions, and fluctuating raw material prices can all cause delays and increased costs.

Technological Complexity and Integration: As electric motors advance, incorporating new technologies such as higher efficiency and increased power density into existing vehicle architectures can be difficult. Ensuring compatibility with various vehicle designs and systems while maintaining performance and reliability is a major challenge. In May 2024, General Motors struggled to integrate its new high-performance electric motor technology with its existing vehicle platforms, causing product launch delays.

Battery and Motor Efficiency Balancing: Balancing electric motor efficiency with battery performance is critical for improving EV range and overall performance. Developing electric motors that work efficiently with existing battery technologies while minimizing energy consumption is an ongoing challenge for manufacturers.

Key Trends:

Increasing the Use of Permanent Magnet Synchronous Motors (PMSM): Permanent Magnet Synchronous Motors (PMSM) are becoming the preferred choice among EV manufacturers due to their high efficiency, compact size, and ability to deliver more torque. Their popularity stems from the need for increased vehicle range and performance.

Increasing Demand for High-Power Density Motors: As EVs require motors that can deliver more power while taking up less space, there is an increased emphasis on developing high-power density motors. This trend is critical to improving the performance of electric vehicles, especially high-performance and long-range models.

Developments in Motor Cooling Technologies: Efficient thermal management is critical for ensuring motor performance and longevity. Cooling technology advancements, such as liquid cooling systems, are being integrated into electric motors to better manage heat, resulting in higher power outputs and improved motor efficiency.

Integration with Inverter Technology: Inverters are increasingly being integrated with electric motors, allowing for more precise control over motor speed and torque. This trend improves the overall efficiency and performance of electric vehicles by optimizing the power conversion process and enabling regenerative braking.

Global Electric Motors for Electric Vehicle Market Regional Analysis

Here is a more detailed regional analysis of the global electric motors for electric vehicle market:

Asia Pacific:

The Asia-Pacific region currently dominates the market for electric motors used in electric vehicles (EVs), owing to rapid industrialization, significant investments in EV infrastructure, and strong government support for clean energy initiatives. Countries such as China, Japan, and South Korea are leading the way, with China contributing the most due to its extensive manufacturing capabilities and aggressive EV adoption policies. The region benefits from a well-established supply chain, lower production costs, and an expanding consumer base eager to adopt electric mobility solutions. The push to reduce carbon emissions and improve air quality drives up demand for electric motors in EVs across Asia-Pacific.

In June 2024, China's Ministry of Industry and Information Technology announced an ambitious plan to increase the proportion of electric vehicles in new car sales to 40% by 2030. This policy is expected to drive up demand for electric motors in the region. Honda and Toyota have also recently unveiled new electric motor technologies designed specifically for the Asian market, demonstrating their commitment to capitalising on the region's EV growth potential. These developments highlight Asia-Pacific's leading role in advancing electric motor technology for electric vehicles.

Europe:

The European market for electric motors used in electric vehicles (EVs) is currently the fastest-growing, driven by stringent environmental regulations, rising consumer demand for sustainable transportation, and significant investments in EV infrastructure. European countries, such as Germany, France, and the United Kingdom, are driving the growth with ambitious targets for lowering carbon emissions and increasing the adoption of electric vehicles. The European Union's strong regulatory framework, which includes incentives for EV purchases and stricter emissions standards, is accelerating the growth of the electric motors market. Furthermore, Europe is emerging as a hub for EV innovation, with numerous automakers and suppliers establishing or expanding operations in the region.

In July 2024, BMW Group announced a significant investment in its European manufacturing facilities to increase production of electric motors and related components. This move is consistent with the company's strategy to meet the EU's goal of 55% of new car sales being electric by 2030.

Global Electric Motors for Electric Vehicle Market: Segmentation Analysis

The Global Electric Motors for Electric Vehicle Market is segmented on the basis of By Motor Type, By Motor Power Rating, By Vehicle Type and Geography.

Global Electric Motors for Electric Vehicle Market, By Motor Type

DC Motor

AC Motor

Based on Motor Type, the Global Electric Motors for Electric Vehicle Market is segmented into DC Motor and AC Motor. AC motors are the dominant segment because they are more efficient and perform better in electric vehicles. DC motors are the second fastest-growing segment, thanks to their ease of use and low cost in certain applications.

Global Electric Motors for Electric Vehicle Market, By Motor Power Rating

Low Power Motors

Medium Power Motors

High Power Motors

Based on Motor Power Rating, the Global Electric Motors for Electric Vehicle Market is segmented into Low Power Motors, Medium Power Motors, and High Power Motors. Medium Power Motors are the dominant segment because they provide a good balance of efficiency and power for a wide range of electric vehicle applications. High Power Motors are the second-fastest-growing segment, driven by rising demand for high-performance electric vehicles.

Global Electric Motors for Electric Vehicle Market, By Vehicle Type

Passenger Electric Vehicles

Commercial Electric Vehicles

Two-Wheelers

Based on Vehicle Type, the Global Electric Motors for Electric Vehicle Market is segmented into Passenger Electric Vehicles, Commercial Electric Vehicles, and Two-Wheelers. Passenger Electric Vehicles are the dominant segment due to the widespread adoption of electric vehicles. Commercial Electric Vehicles are the second fastest-growing segment, owing to the increasing number of electric buses, trucks, and other commercial vehicles.

Global Electric Motors for Electric Vehicle Market, By Geography

North America

Europe

Asia Pacific

Rest of the World

Based on the Geography, the Global Electric Motors for Electric Vehicle Market are classified into North America, Europe, Asia Pacific, and Rest of World. Asia Pacific is the dominant region due to the high demand for electric vehicles in countries such as China and Japan. Europe is the world's second fastest-growing region, thanks to strong government support and increased adoption of electric vehicles.

Key Players

The "Global Electric Motors for Electric Vehicle Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Nidec Corporation, Denso Corporation, Bosch Rexroth AG, AMS Automotive Holding GmbH, Continental AG, YASKAWA Electric 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 its 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 Motors for Electric Vehicle Market: Recent Developments
• In June 2024, Tesla announced the development of a new high-efficiency permanent magnet motor for its next-generation electric vehicles. This motor is expected to increase vehicle range and lower production costs by reducing the use of rare earth materials.
• In July 2024,Nidec Corporation increased its production capacity for EV motors by establishing a new manufacturing facility in Mexico. This expansion is intended to meet the increasing demand for electric vehicles in North and South America.
• In May 2024, Bosch introduced an integrated inverter-motor system to improve the efficiency and power density of EV motors. This system is expected to simplify vehicle design while lowering overall costs for automakers.

TABLE OF CONTENTS

1. Introduction

• Market Definition
• Market Segmentation
• Research Methodology

2. Executive Summary

• Key Findings
• Market Overview
• Market Highlights

3. Market Overview

• Market Size and Growth Potential
• Market Trends
• Market Drivers
• Market Restraints
• Market Opportunities
• Porter's Five Forces Analysis

4. Electric Motors For Electric Vehicle Market, By Motor Type

• DC Motor
• AC Motor

5. Electric Motors For Electric Vehicle Market, By Motor Power Rating

• Low Power Motors
• Medium Power Motors
• High Power Motors

6. Electric Motors For Electric Vehicle Market, By Vehicle Type

• Passenger Electric Vehicles
• Commercial Electric Vehicles
• Two-Wheelers

7. Regional Analysis

• North America
• United States
• Canada
• Mexico
• Europe
• United Kingdom
• Germany
• France
• Italy
• Asia-Pacific
• China
• Japan
• India
• Australia
• Latin America
• Brazil
• Argentina
• Chile
• Middle East and Africa
• South Africa
• Saudi Arabia
• UAE

8. Market Dynamics

• Market Drivers
• Market Restraints
• Market Opportunities
• Impact of COVID-19 on the Market

9. Competitive Landscape

• Key Players
• Market Share Analysis

10. Company Profiles

• Nidec Corporation
• Denso Corporation
• Bosch Rexroth AG
• AMS Automotive Holding GmbH
• Continental AG
• Hitachi Automotive Systems, Ltd.
• YASKAWA Electric Corporation
• Mitsubishi Electric Corporation
• Toshiba Corporation
• ZF Friedrichshafen AG
• Hyundai Mobis
• Sumitomo Heavy Industries, Ltd.
• Valeo SA
• BorgWarner Inc.
• Johnson Electric Holdings Limited
• UQM Technologies Inc.
• Tesla, Inc.
• XPeng Inc.
• Li Auto Inc.

11. Market Outlook and Opportunities

• Emerging Technologies
• Future Market Trends
• Investment Opportunities

12. Appendix

• List of Abbreviations
• Sources and References