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市場調查報告書
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1521096

全球電動馬達市場：預測（2024-2029）

EV Motor Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 146 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

全球電動車馬達市場規模預計在預測期內（2024-2029年）複合年成長率為14.88%。

電動汽車馬達市場呈現不斷擴大的趨勢，這主要是由電動車（EV）在全球範圍內的普及所推動的。電動馬達作為子系統，將電能轉換為驅動電動車所需的機械能。主要的市場促進因素與電動馬達馬達永磁體中稀土金屬的替代和採用率較低有關。汽車製造商和供應商正在尋找回收電動車馬達中使用的稀土的方法，因為它們的生產成本極其昂貴。此外，隨著燃料價格的持續上漲和政府鼓勵電動車的獎勵，乘用車細分市場在不久的將來可能會跑贏所有其他細分市場。預計亞太地區將佔電動馬達市場預計成長的一半，其中以中國和日本為首。該區域市場是由電動車的需求以及電動車所用零件的生產和銷售所推動的。

  • 電動馬達市場正在不斷發展，原因如下：上游的主要促進因素之一是電動車馬達所用燒結永久磁鐵中稀土金屬的減少甚至稀缺。一些馬達製造商正在製定回收稀土金屬的策略，因為製造電動車馬達的成本非常昂貴。鈰、鑭、釹、鏑和鋱等礦物價格昂貴，在開採時會產生大量廢棄物。換句話說，製造商的目標是開發需要最少材料的馬達，並尋找有效的回收方法。這是因為生產電動車零件所必需的稀土金屬非常昂貴。這對電動車的使用構成了重大障礙，特別是在大多數消費者人口屬於低收入和中等收入群體的新興經濟體。透過這樣做，汽車製造商和馬達製造商可以減少對 REM 的依賴，並使電動車中使用的馬達更加便宜。
  • 推動全球電動馬達市場需求的第二個因素是輕型汽車和乘用車市場的成長。在車輛類型中，由於燃油價格上漲和支持電動車轉型的獎勵影響消費者，乘用車細分市場可能會引領市場。傳統內燃機汽車的燃料成本也在上漲，但電動車的營業成本似乎更便宜。同樣，世界各國政府正在提供各種獎勵和支援政策，以增加插電式電動乘用車的使用量，包括補貼、免稅和充電基礎設施的直接投資。這些措施降低了電動車的製造和採購成本，促進電動馬達馬達市場成長的政策增加了需求。

電動馬達市場促進因素：

  • 按組件分類，馬達定子部分可能在預測期內成長最快。

在電動車安裝的所有馬達組件中，馬達定子部分預計在 2019-2029 年預測期內將以最快的速度成長。定子是電動馬達的關鍵部件之一，因為它會產生密集的旋轉磁場，與轉子相互作用，產生移動汽車所需的扭矩。

因此，政府應該介入並鼓勵企業提供更有效率、更強大的電動車馬達，這將需要更有效率的定子。定子設計是電動馬達製造的熱門話題，其設計複雜且精密，以提高馬達的整體性能和效率。這包括採用雷射切割和焊接等先進製造技術來降低電工鋼等各種部件的成本，並實現定子的卓越效率特性。此外，使用新的冷卻系統，包括所謂的定子液體冷卻，是提高馬達功率密度並實現高功率輸出的一種手段，這對於滿足電動車的新性能要求非常重要。

此外，電動車中擴大使用 PMSM 也影響了汽車產業定子細分市場的成長。與許多其他電子機械相比，PMSM 以其高效率和功率密度而聞名。因此它們易於控制，這些特性使它們適合在電動車中使用。過去的研究表明，PMSM所用定子的設計是影響馬達性能的重要因素。研究人員不斷努力最大限度地提高定子性能並提高馬達效率和性能。

隨著政府激勵措施、環保意識增強以及電動車技術改進等因素的影響，全球電動車市場不斷發展，開發可提高效率和功率的電動車馬達的需求日益成長。因此，定子設備領域的技術創新將持續推進，整個電動汽車馬達市場對定子領域的需求將持續增加。

電動馬達市場的地理展望

  • 預計亞太地區將在預測期主導電動馬達市場

中國、日本、印度、韓國等主要經濟體在亞太地區佔據主導地位。一些成長最快的新興經濟體位於該地區，例如東南亞國協。印度和中國人口約佔世界人口的35.5%。如前所述，該地區預計將在預測期內主導電動車馬達市場，因為該地區擁有多個產能龐大的國家，並推動了對環保材料的需求。

由於以下幾個特徵，預計亞太地區（APAC）在整個預測期內仍將是電動車馬達市場的最大消費國：中國繼續位居電動車銷量前列，到2022年將佔全球市場佔有率近60%。這主要是由於政府的刺激政策、污染意識的提高以及對節能和低排放氣體車輛的需求。電動馬達市場報告強調，越來越多的電動車製造商，如比亞迪、上汽集團、現代汽車公司，正在投資電動馬達的研發，這將有助於電動馬達的擴張市場。此外，亞太國家計劃安裝大量電動車充電站，以適應道路上不斷增加的汽車數量。印度和中國等新興經濟體不斷變化和發展的人口結構也被認為是提振電動車公司未來性並刺激電動馬達需求的因素。

電動馬達市場的主要發展：

  • 2022 年 12 月，汽車零件製造商 Shriram Pistons Ltd 承諾收購 EMF Innovations Pte Ltd 的多數股權，EMF Innovations Pte Ltd 是一家專門為所有類型電動車提供客製化馬達的新加坡公司。這項交易將受到 Shriram Pistons Limited 的子公司 SPR Engineers 的影響，該公司在印度開展業務，並在香港設有印度盧比帳戶。
  • 2022年10月，博世移動解決方案決定投資2.6億美元增加電動車馬達產量，以支持在美國南卡羅來納州查爾斯頓生產Rivian R1T皮卡。
  • 2022年11月，墨西哥Nidec投資7.15億美元建立馬達和電動車零件製造中心。在這裡，我們將生產電動車的馬達和電橋驅動器。初期計畫年產量20萬台，計畫於2023年4月或2024年3月運作時將產能提高至年100萬台。
  • 值得注意的是，Brose Fahrzeugteile GmbH & Co.KG 於 2022 年 10 月開始在班貝格建造第二棟大樓。擴建工作正在緊鑼密鼓地進行中，現有建築面積擴大了 10,000平方公尺，工作空間數量從目前的 600 個增加到 1,200 個。該公司目前正在進行 6,000 萬歐元（6,240 萬美元）的擴張。
  • 2022 年 8 月，實現這一潛力需要持續累積資源和資本，通常由母公司投資於公司。 Brose Fahrzeugteile GmbH & Co. KG 就是如此，該公司投資 150 萬歐元（156 萬美元），將其位於德國維爾茨堡的研發中心的 EMC 測量能力提高了一倍。
  • 2022年2月，西門子將其股份出售給法雷奧公司，並成立了一家合資企業法雷奧西門子eAutomotive，這是一家電動汽車零件製造商，生產電動汽車馬達、車軸和動力傳動系統電子設備。

目錄

第1章簡介

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔
  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益

第2章調查方法

  • 研究設計
  • 調查過程

第3章執行摘要

  • 主要發現
  • 分析師觀點

第4章市場動態

  • 市場促進因素
    • 嚴格的政府法規和政策促進市場成長
    • 稀土替代並儘量減少其在永久磁鐵中的使用
  • 市場限制因素
    • 電動車的製造成本高
    • 來自替代品的威脅
  • 波特五力分析
  • 產業價值鏈分析

第5章電動馬達市場：依車型分類

  • 介紹
  • 摩托車
  • 三輪車
  • 客車
  • 商用車

第6章電動馬達市場：依組成部分

  • 介紹
  • 馬達定子
  • 轉子、軸、軸承
  • 永久磁鐵
  • 套管
  • 接線和連接器

第7章 電動馬達市場：額定功率

  • 介紹
  • 20KW以下
  • 20～100KW
  • 100～250KW
  • 250KW以上

第8章電動馬達市場：按地區

  • 世界概況
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地區
  • 歐洲
    • 英國
    • 德國
    • 法國
    • 義大利
    • 西班牙
    • 其他歐洲國家
  • 中東/非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 其他中東/非洲
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 台灣
    • 泰國
    • 印尼
    • 其他亞太地區

第9章競爭環境及分析

  • 主要企業及策略分析
  • 市場佔有率分析
  • 併購/協議/合作
  • 競爭對手儀表板

第10章 公司簡介

  • Aisin Seiki Co. Ltd
  • Toyota Motor Corporation
  • Hitachi Automotive Systems
  • DENSO Corporation
  • Honda Motor Company Ltd
  • Mitsubishi Electric Corp.
  • Magna International
  • Robert Bosch GmbH
  • BMW AG
  • Nissan Motor Co. Ltd
  • Tesla Inc.
  • Toshiba Corporation
  • BYD Co. Ltd
簡介目錄
Product Code: KSI061616954

The EV motor market is expected to grow at a CAGR of 14.88% during the forecast period (2024-2029).

The Electric Vehicle Motor market is on an upward trajectory primarily led by the growing use of EVs (electric vehicles) globally. EV motors serve as subsystems that help transform electrical energy into mechanical energy required to propel EVs. A major market driver relates to the replacement and low employment of rare earth metals in permanent magnets utilized in the motor of EVs. Automakers and suppliers are exploring ways how to recycle the rare earth metals used in making motors of EVs because the manufacturing costs are very high. Moreover, the passenger vehicle segment is also likely to exceed all the other segments in the near future due to continuously rising fuel prices and government incentives encouraging electric mobility. The Asia-Pacific region is expected to contribute to half of the forecasted market growth for EV motors, led by China and Japan. The regional market is driven by the demand for EVs and the production and sales of the components used in EVs.

  • The market of EV motors is on the path of progress because of the following reasons. One key upstream driver is the decrease and even absence of rare earth metals in sintered permanent magnets used in electric vehicle motors. Some motor manufacturers are devising strategies for recouping rare earth metals as they are very expensive to manufacture EV motors. Some minerals include cerium, lanthanum, neodymium, dysprosium, and terbium, which are expensive and generate large amounts of waste during mining. This means that manufacturers are targeting the development of motors that require minimal materials or are looking for efficient ways of reclaiming the material. This is a result of the fact that rare earth metals, vital in producing electric vehicle parts, are very costly. This poses a major hindrance to the use of electric vehicles, especially in developing economies where most of the consumer population falls under the low-to-middle income bracket. By doing so, car manufacturers and motor makers reduce the level of dependency on REMs, making the motors used in electric vehicles more affordable. Hence creating a greater market for them and making cars and other EVs affordable for everyone.
  • A second factor that has helped drive demand in the global EV motor market is the light and passenger vehicle market growth. Among the automobile types, the passenger vehicle segment will likely lead the market as high fuel prices and incentives supporting the electric vehicle shift influence the consumers. The fuel cost for conventional internal combustion engine cars has also been on the upward trend, but electric vehicles seem to come with a cheaper operational cost. Similarly, governments globally are offering various incentives and supportive policies for achieving higher plug-in electric passenger car adoption levels, including subsidies, tax exemptions, and direct investments in charging infrastructure. Such measures have reduced the costs of manufacturing and acquiring electric vehicles and increased the demand due to policies promoting the EV motors market growth.

EV MOTOR MARKET DRIVERS:

  • The motor stator segment by component will likely be the fastest-growing segment during the forecast period.

Out of all the motor components in EVs, the motor stator segment is anticipated to grow at the highest pace between the forecast period, 2019 to 2029. The stator is one of the critical parts of any EV motor as it makes a rotating magnetic field dense, which in turn interacts with the rotor to generate the much-needed torque to move the car.

Churches and governments should, therefore, intervene and encourage companies to provide more efficient and powerful EV motors, which in turn require more efficient stators. The stator designs that have been under focus in manufacturing EV motors are of intricate and elaborate nature in efforts to improve the general performance and efficiency of the motors. This involves trimming the cost of various components, including electrical steel, and employing sophisticated manufacturing methodologies like laser cutting and welding to achieve the superior efficiency characteristic of the stator. Furthermore, the use of new cooling systems, including the so-called liquid cooling in stators, is serving as a means of enhancing the motor's power density so as to achieve even higher outputs that are crucial for meeting the emerging performance requirements of EVs.

In addition, the increased use of PMSMs in EVs is also influencing the stator segment to grow in the automotive sector. Compared to many other electrical machines, PMSMs are known to be highly efficient and of high power density. Thus, it is easily controllable, and these characteristics make it suitable for use in EVs. Investigations have shown that the design of the stator used in the PMSM is a key factor in the performance of the motor. Researchers are constantly striving in an effort to get the best out of the stator, thus improving the efficiency and performance of these motors.

With the global EV market progressing due to factors including government incentives, emerging environmental consciousness, and improving technology with regard to EVs, there will be a greater need to develop motors for EVs that can ensure enhanced efficiency and power. This will, in turn, lead to more technological innovations in the stator equipment segment and, thereby, keep on propelling the demand for the stator segment throughout the electric vehicle motor market.

EV Motor Market Geographical Outlook

  • The Asia Pacific region to dominate the EV motor market during the forecast period.

The major economies like China, Japan, India, and South Korea dominate the Asia-Pacific region. Some of the fastest-growing emerging economies are from this region, such as ASEAN countries. India and China have about 35.5% of the world's population. This region is expected to dominate the EV motor market during the forecast period owing to the region being the home of several countries, as mentioned above, which have significant production capacities, driving the demand for eco-friendly materials.

It is predicted that the Asia-Pacific (APAC) will remain the largest consumer of the EV motor market throughout the forecast period because of several features, as discussed below. China remains at the forefront of EV sales, controlling nearly 60% of the global market share in 2022. This is primarily because of government stimulus policies, increasing pollution awareness, and the need for fuel-efficient and low-emission vehicles. The report on the market for EV motors has highlighted that the increasing number of electric vehicle manufacturers, including BYD, SAIC Motor, and Hyundai Motor Company, are investing in research and development of the motors for EVs, which will help in the EV motor market expansion. Moreover, the Asia-Pacific countries also plan to install EV charging stations in large quantities to cater to the increasing number of cars on the road, which shall support the use of EV motors and increase their demand. The changing demographics and evolutionary nature of emerging economies such as India and China have also been cited to increase EV companies' prospects and spur the demand for EV motors.

The EV motor market Key Developments:

  • In December 2022, auto component maker Shriram Pistons Ltd pledged to acquire a majority stake in Singapore-incorporated EMF Innovations Pte Ltd, specializing in customized electric motors for all different types of EVs. The deal would be affected by SPR Engineous, a subsidiary of Shriram Pistons Ltd operating from India but has an Indian rupee account in Hong Kong. The companies will venture into the EV market with this deal and serve all EV market segments
  • In October 2022, Bosch Mobility Solutions made an informed decision to spend USD 260 million to increase the output of electric vehicle motors to accommodate the Rivian R1T pickup truck production in Charleston, a city located in South Carolina, in the United States of America.
  • An electric motor and electric vehicle parts manufacturing hub was inaugurated in November 2022. Established with an investment of USD 715 million by Nidec Corporation in Mexico, it manufactures electric motors and e-axle drives for electric vehicles. The plant will initially produce 200,000 vehicles yearly, with a plan to expand the capacity to one million vehicles annually when it comes online in April 2023 or March 2024.
  • It is important to mention that the company Brose Fahrzeugteile GmbH & Co. KG initiated the second construction of buildings in Bamberg in October 2022. The expansion is serious; it will extend the current building by 10000 sq m, and therefore, the workspaces will be 1200 up from the current 600. Currently, the company is in the process of expanding the premises it occupies by investing EUR 60 million (USD 62. 4 million).
  • In August 2022, realizing this potential required the continuous accumulation of resources and capital that were usually invested in the company by the parent company. This was the case with Brose Fahrzeugteile GmbH & Co. KG, which invested EUR 1. Five million (USD 1. 56 million) was earmarked for doubling the EMC measurement capability at the Wurzburg Research and Development Center in Germany.
  • Siemens sold its stake to Valeo SA in February 2022, forming the joint electric vehicle components maker Valeo Siemens eAutomotive, which produces motors, axles, and powertrain electronics for EVs.

The EV motor market is segmented and analyzed as follows:

By Vehicle Type

  • Two-Wheeler
  • Three-Wheeler
  • Passenger Vehicle
  • Commercial Vehicle

By Component

  • Motor Stator
  • Rotor, Shaft and Bearing
  • Permanent Magnet
  • Casing
  • Wiring & Connectors

By Power Rating

  • Up to 20KW
  • 20KW to 100KW
  • 100KW to 250KW
  • Above 250KW

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Strict government regulations and policies to drive the market growth
    • 4.1.2. Replacement and Minimal use of Rare Earth Metals in Permanent Magnets
  • 4.2. Market Restraints
    • 4.2.1. High manufacturing costs for EVs
    • 4.2.2. Threats from Substitutes
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. EV MOTOR MARKET BY VEHICLE TYPE

  • 5.1. Introduction
  • 5.2. Two Wheeler
  • 5.3. Three Wheeler
  • 5.4. Passenger Vehicle
  • 5.5. Commercial Vehicle

6. EV MOTOR MARKET BY COMPONENT

  • 6.1. Introduction
  • 6.2. Motor Stator
  • 6.3. Rotor, Shaft and Bearing
  • 6.4. Permanent Magnet
  • 6.5. Casing
  • 6.6. Wiring & Connector

7. EV MOTOR MARKET BY POWER RATING

  • 7.1. Introduction
  • 7.2. Up to 20KW
  • 7.3. 20KW to 100KW
  • 7.4. 100KW to 250KW
  • 7.5. Above 250KW

8. EV MOTOR MARKET BY GEOGRAPHY

  • 8.1. Global Overview
  • 8.2. North America
    • 8.2.1. United States
    • 8.2.2. Canada
    • 8.2.3. Mexico
  • 8.3. South America
    • 8.3.1. Brazil
    • 8.3.2. Argentina
    • 8.3.3. Rest of South America
  • 8.4. Europe
    • 8.4.1. United Kingdom
    • 8.4.2. Germany
    • 8.4.3. France
    • 8.4.4. Italy
    • 8.4.5. Spain
    • 8.4.6. Rest of Europe
  • 8.5. Middle East and Africa
    • 8.5.1. Saudi Arabia
    • 8.5.2. United Arab Emirates
    • 8.5.3. Rest of Middle East and Africa
  • 8.6. Asia-Pacific
    • 8.6.1. China
    • 8.6.2. India
    • 8.6.3. Japan
    • 8.6.4. South Korea
    • 8.6.5. Taiwan
    • 8.6.6. Thailand
    • 8.6.7. Indonesia
    • 8.6.8. Rest of Asia-Pacific

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 9.1. Major Players and Strategy Analysis
  • 9.2. Market Share Analysis
  • 9.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 9.4. Competitive Dashboard

10. COMPANY PROFILES

  • 10.1. Aisin Seiki Co. Ltd
  • 10.2. Toyota Motor Corporation
  • 10.3. Hitachi Automotive Systems
  • 10.4. DENSO Corporation
  • 10.5. Honda Motor Company Ltd
  • 10.6. Mitsubishi Electric Corp.
  • 10.7. Magna International
  • 10.8. Robert Bosch GmbH
  • 10.9. BMW AG
  • 10.10. Nissan Motor Co. Ltd
  • 10.11. Tesla Inc.
  • 10.12. Toshiba Corporation
  • 10.13. BYD Co. Ltd