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市場調查報告書

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1521100

電動車動力傳動系統市場 – 2024 年至 2029 年預測

EV Powertrain Market - Forecasts from 2024 to 2029

出版日期: 2024年06月24日 | 出版商:

Knowledge Sourcing Intelligence | 英文 148 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

預計在預測期內（2024-2029年）電動車動力傳動系統市場的年複合成長率(CAGR)將達到18.42%。

由於電動車（EV）的普及，全球電動車（EV）動力傳動系統市場目前正處於成長軌道。電動車動力傳動系統是電動車的中央驅動系統，包括馬達、電池組、逆變器、變流器、電源管理系統（PMS）和變速箱（主要是減速器）等關鍵零件。亞太地區是電動車動力傳動系統最大且成長最快的市場。這是因為該地區的許多國家，包括中國、日本和印度，都出現了向電動車的重大轉變。這些因素如下：開拓新興市場的政府排放法規、消費者對綠色汽車的需求以及電池和馬達系統的技術發展正在加強電動車動力傳動系統市場。目標商標產品製造商正在尋求成本設計方法，包括鋰離子電動車動力傳動系統以及可實現最佳電池封裝和智慧內部封裝的客製化電動車平台。

關鍵因素之一是全球電動車銷量的成長，迫使汽車製造商迅速加速電動車技術的發展。隨著世界各國政府紛紛實施誘因、制定二氧化碳排放標準等政策，鼓勵電動車的普及，電動車的需求也逐漸增加。因此，隨著汽車製造商不斷擴大其能力和研究以尋找新領域來滿足不斷成長的市場需求，電動車動力傳動系統總成市場充滿活力。
決定市場的最重要因素之一是電動動力傳動系統成本的下降。隨著時間的推移，電池技術進一步改進，製造技術已被大規模採用。電動動力傳動系統的價格已經下降，使得電動車相對便宜且需求旺盛。鋰離子電池在電動車動力傳動系統系統中發揮關鍵作用，其用量不斷增加，市場前景廣闊。研究和開發的重點是提高製造業的電池性能和成本，推動電動車動力傳動系統市場的發展。
推動電動車動力傳動系統市場發展的另一個因素是已開發國家混合動力電動車（HEV）銷量的增加。混合動力汽車包含一台內燃機和一台或多台馬達，因此比標準汽油車具有更好的燃油經濟性和更低的排放氣體。隨著全球暖化和氣候變遷意識的增強以及各國政府不斷收緊排放法規，對混合動力汽車的需求也在增加，電動車動力傳動系統市場不斷擴大。

電動車動力傳動系統市場的促進因素：

按組件分類的傳輸細分市場預計在預測期內將成長最快。

由於工業化和都市化程度的提高、可再生能源需求的增加以及輸電技術的改進等多種因素，輸電零件市場預計在未來幾年將顯著成長。市場分為組件，變壓器是促進市場成長的一些組件。由於新的發展和資本集中規格的技術調整，變壓器組件領域將出現成長。由於發展的關鍵方面，該領域正在不斷發展，例如採用導體技術的微電網部署的可靠性和擴展性，以強調和提高電網穩定性並最佳化性能和平價。

在全球輸電元件市場中，變壓器元件領域預計將推動輸電元件領域的成長。這是因為變壓器是電力傳輸系統中使用的一些最重要的設備。因此，隨著時間的推移，效能（包括效率）決定了整個系統的高效運作。由於對電力供應的依賴日益增加，對可靠電力供應項目的需求不斷成長，反過來將使產品需求必要增加，從而促進市場成長。此外，不斷成長的能源需求和與電網現代化相關的資本注入將支持市場的進一步成長。總體而言，變壓器組件是電力傳輸系統的重要部分，因此變壓器組件部分的擴張預計將對廣告部分電力傳輸組件市場的發展產生重大影響。

純電動車細分市場可能是預測期內成長最快的細分市場。

在這些電動車類型中，純電動車（BEV）對電動車動力傳動系統市場的成長做出了重大貢獻。與插電式混合動力車相比，純電動車在全球普及的關鍵因素包括零廢氣排放氣體、更低的營業成本以及更長的續航里程。這些擔憂是由於未來預測，由於限制排放氣體的政策以及公眾對其購買對環境影響的日益關注，需求將會增加。電動汽車液市場由 BEV 細分市場的車輛推動。純電動車需要特殊的流體來控制先進組件的溫度控管、潤滑和電氣相容性。這些旨在減少冷卻系統壁上的腐蝕和沈積物形成，並使其發揮最佳性能。

純電動車的日益普及也促進了電動車的使用。純電動車產量和使用量的增加使得流體對於確保這些車輛的效能至關重要。該公司正在進行研究和開發，以改善基礎流體成分並最佳化純電動車應用、範圍、效率和電池壽命潛力。

從細分市場來看，由於電池技術的發展和充電站的可用性，純電動車領域預計將繼續成長。這表明，隨著純電動汽車新技術的發展，汽車應用的電動車流體市場也將成長。

電動車動力傳動系統市場的地理展望

在預測期內，亞太地區將主導電動車動力傳動系統市場。

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%。預計亞太地區將在預測期內主導熱塑性聚氨酯（TPU）薄膜市場，上述國家將形成巨大的產能並推動對環保材料的需求。

此外，亞太地區 (APAC) 預計電動車 (EV)動力傳動系統需求將成長最快。這些因素包括世界各國政府對汽車製造商強制實施的電動車銷售配額和燃油效率標準。電動車還可以透過牌照管理獲得優惠待遇，特別是在中國和印度等國家。此外，由於鋰資源的存在，電池製造的投資也正在取得進展。由於政府的激勵措施，特斯拉還在韓國以更實惠的價格推出了 Model 3，進一步增加了市場對電動車動力傳動系統的需求。

透過這種方式，中國正在增強其作為亞太地區電動車動力傳動系統市場開拓主要參與者的地位。該國推出了高汽車排放標準，例如印度的BS-VI和中國的國VI，也方面了電動車動力傳動系統市場的發展。與主要企業的良好合作也有助於全部區域充電基礎設施的穩定成長並推動市場發展。例如，滴滴出行等中國競爭對手優步與英國石油巨頭英國石油公司合作，在中國安裝電動車充電站。需要強調的是，中國用於生產電動車的電池製造商如寧德時代和比亞迪，其生產電池的成本也低於其他國家的電池製造商，這對支持該地區的電氣化進程極為重要。印度的電動車動力傳動系統市場也可能大幅成長。

電動車動力傳動系統市場的主要發展：

2023 年 4 月：Modern Automotives 於 1989 年獨立成立，成為印度第一家獲得核准為慕尼黑寶馬公司電動動力傳動系統交付差速器小齒輪軸的公司，樹立了歷史性的里程碑。該訂單預計將交付兩台設備。為了增加市場佔有率，區域汽車製造商預計到 2034 年將產量增加到 500 萬輛。
2022 年 9 月：梅賽德斯透過適用於 SUV 系列的新 GLC 組件擴展了其高性能 AMG 產品線。該車輛的動力傳動系統在德國阿法爾特巴赫製造，採用尖端的梅賽德斯-奔馳設計。
2023 年 6 月：可再生能源公司 Lucid Group 與汽車製造商阿斯頓馬丁簽署技術合作協議，為阿斯頓馬丁未來的電池式電動車(BEV) 提供電動動力傳動系統技術。

電動車動力傳動系統市場細分分析如下：

按成分

傳播
馬達
電池

依推進類型

電池電動車
插電式混合電動車

搭車

客車
商用車

按地區

北美洲
美國
加拿大
墨西哥
南美洲
巴西
阿根廷
其他
歐洲
英國
德國
法國
義大利
西班牙
歐洲其他地區
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

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
- 其他歐洲國家地區
中東/非洲
- 沙烏地阿拉伯
- 阿拉伯聯合大公國
- 其他中東/非洲地區
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
合併、收購、協議和合作
競爭對手儀表板

第10章公司簡介

GKN PLC（Melrose Industries PLC）
NVIDIA
Magna International Inc.
Hitachi Astemo, Ltd.
Bosch Limited
Cummins Inc
AVL List GmbH
Mitsubishi Electric Corp
BorgWarner Inc.

簡介目錄

Product Code: KSI061616951

The EV powertrain market is expected to register a compound annual growth rate (CAGR) of 18.42% during the forecast period (2024-2029).

The Global Electric Vehicle (EV) Powertrain Market is currently on an upward growth trajectory due to the rising use of electrical automobiles or EVs. The EV powertrain is the central propulsion system of an electric vehicle, which includes major components like the motor, battery pack, inverter, converter, power management system (PMS), and transmission, mostly in the form of reduction gears. The Asia Pacific region is the largest and fastest growing market for EV powertrains because many countries in the region, such as China, Japan, and India, have shown a remarkable shift towards electric vehicles. These factors are as follows: Increasing stringencies of government emissions standards, consumer demand for environmentally sensitive vehicles, and technological developments in battery and electric motor systems bolster the EV powertrain market. Original equipment manufacturers are shifting their attention towards the creation of bespoke EV platforms from the ground up that allow for optimum packaging of battery as well as intelligent internal packaging, besides pursuing an approach of a design-to-cost involving lithium-ion EV powertrains.

Amongst the primary factors is a global rise in the sales of electric cars that puts pressure on automakers to rapidly accelerate EV technology. Evidently, due to policies implemented by various governments in a bid to encourage the use of electric vehicles, which include the provision of incentives and the setting of CO2 emissions standards, the call for EVs has gradually been on the rise. This has consequently boosted the market for EV powertrains as vehicle makers continue to expand their capabilities and research in identifying new frontiers to meet the increasing market demands.
One of the most critical elements that determine the market is the cost of electric power trains, which is decreasing. Over time, battery technology improved further, and manufacturing technology was adopted on a mass level; the price of electric power trains decreased, making electric vehicles comparatively cheaper and more in demand. The constantly improving usage of lithium-ion batteries, which play a crucial role in electric vehicle power train systems, is a huge prospect for the market. Researchers and development are channeled into enhancing batteries in terms of performance and cost by manufacturing industries, thus boosting the EV powertrain market.
Another factor fueling the EV Powertrain Market is the rising sales of hybrid electric vehicles (HEVs) in developed countries. HEVs incorporate an internal combustion engine and one or more electric motors, which allows them to have better fuel economy and reduced emissions compared to standard gasoline automobiles. As awareness about global warming and climate change has increased, and governments continue to set higher emission standards, the demand for HEVs has also increased, thus expanding the EV powertrain market.

EV POWERTRAIN MARKET DRIVERS:

The transmission segment by component is likely to be the fastest-growing segment during the forecast period.

The power transmission component market is expected to grow significantly over the next few years, driven by various factors such as the increasing rate of industrialization and urbanization, growing demand for renewable energy, and improving the transmission technology is expected to help the power transmission component market to grow in the coming years. The market is classified into components, and transformers are part of the components singled out to contribute to the market growth. The transformer component segment will experience an increase in growth due to the technological adaptations of new developments and capital-intensive specifications. This segment has grown owing to the emphasis and improvement of grid stability and key aspects of development, such as the reliability and expansion of the micro-grid arrangement with conductor technologies for optimizing performances and parity.

In the global power transmission component market, the transformer component segment is expected to boost the power transmission component segment's growth. This is because transformers are some of the most important equipment used in power transmission systems. As such, their performance over time, including their efficiency, determines the efficient functioning of the entire system. The growing need for dependable electric supply items as part of the increasing dependency on electrical supply will, in turn, enable the needed product demand to increase and, therefore, contribute to the market growth. Moreover, the growing energy requirements and the deployment of capital in connection with the modernization of electric power grid networks will help further market growth. Altogether, the expansion of the transformer component segment is thought to have a significant influence concerning the progression of the advertisement segment power transmission component market due to the fact that the transformer component is a key segment of power transmission systems.

The battery-electric vehicle segment is likely to be the fastest-growing segment during the forecast period.

Out of all these electric vehicle types, battery electric vehicles (BEVs) are some of the main contributors to the electric vehicle powertrain market growth. The global adoption of BEVs was primarily driven by factors such as zero emissions through the tailpipe, lower operating cost, and increased electric range compared to PHEVs. This concern is because there are future projections of increased demand due to policies that place restrictions on emissions and the increased concern from the public on the environmental impacts of their purchases. The electric vehicle fluids market is being propelled by the BEV segment for cars because these vehicles come with various demanding specifications. BEVs need particular fluid as it is utilized for thermal management, lubrication, and control of electric compatibility concerning state-of-the-art parts. These are meant to reduce corrosion and the formation of deposits on the walls of the cooling system to enable it to work the best it can.

The rising popularity of BEVs also contributes to electric vehicle use. Due to the growth in the manufacture and use of BEVs, it became crucial to have fluids that would solely ensure the efficacy of these automobiles. Companies are making research and development efforts to improve the foundational fluid compositions, optimizing their potential for BEV applications, range, efficiency, and battery lifespan.

In terms of segments, forecasts assume that the BEV segment's growth will remain sustainable due to battery technology development and charging station availability. This shows that as new BEV technology grows, so will the market for electric vehicle fluids in automotive applications.

EV POWERTRAIN MARKET GEOGRAPHICAL OUTLOOK

The Asia Pacific region to dominate the EV powertrain 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. The Asia-Pacific region is expected to dominate the thermoplastic polyurethane (TPU) film market during the forecast period, owing to the countries mentioned above constituting significant production capacities, which are driving the demand for eco-friendly materials.

The growth in demand for electric vehicle (EV) powertrains is also forecasted to be the highest among the Asia Pacific (APAC) region. Some of these factors include EV sales quotas and compulsory fuel economy standards that governments continue to impose on automakers in their respective countries. These also include favorable EV incentives on license plate administrations, especially in countries like China and India. In addition, it has lithium resources, which is why investment in battery manufacturing is also being invested now. Tesla also initiated the Model 3 in South Korea at a far more affordable cost because of the encouraging government initiatives, and the market demand increased even more for EV powertrains.

Thus, China is raising its profile as a key player when it comes to the development of the EV powertrain market in the APAC region. The country has put in place high emission standards for vehicles, including the BS-VI in India and China VI in China, which is an aspect that is boosting the market for EV powertrains. Promising collaborations with key players are also contributing to steadfast increases in charging infrastructure across the region and driving the market. For example, Chinese Uber, like rival Didi Chuxing, teamed up with the British oil giant BP to establish charging stations for electric cars in China. It is crucial to highlight that battery makers, including CATL and BYD, used in the making of electric cars in China, are also manufacturing batteries at a cheaper cost than battery manufacturers in other nations, thus propping up the electrification process in the area. India is also likely to see significant growth in the electric vehicle powertrain market.

The EV powertrain market key developments:

In April 2023: Incorporated independently in 1989, Modern Automotives set a historic milestone as the first company from India to get approval for the Delivery of Differential Pinion Shafts to BMW AG Munich for Electric Powertrain. The order expects to deliver two. To expand their market share, regional carmakers are expected to grow their production to 5 million units by 2034.
In September 2022: Mercedes expanded its performance AMG lineup with the all-new GLC component of its SUV range. The car's powertrain can be described as being produced using the Mercedes-Benz's state-of-the-art design in Affalterbach, Germany.
In June 2023: Renewable Energy, Lucid Group signed a technology partnership deal with car manufacturer Aston Martin to deliver electric powertrain technology to the latter's future battery electric vehicles (BEV).

The EV powertrain market is segmented and analyzed as follows:

By Component

Transmission
Motors
Battery

By Propulsion Type

Battery Electric Vehicle
Plug-In Hybrid Electric Vehicle

By Vehicle

Passenger Car
Commercial Vehicle

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 the Middle East and Africa
Asia-Pacific
China
India
Japan
South Korea
Taiwan
Thailand
Indonesia
Rest of Asia-Pacific

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. Increasing Sales of Electric Vehicles are Expected to Drive the market
4.2. Market Restraints
- 4.2.1. Lack of Infrastructure May Hamper the Growth of the Market
- 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 POWERTRAIN MARKET BY COMPONENT

5.1. Introduction
5.2. Transmission
5.3. Motors
5.4. Battery

6. EV POWERTRAIN MARKET BY PROPULSION TYPE

6.1. Introduction
6.2. Battery Electric Vehicle
6.3. Plug-In Hybrid Electric Vehicle

7. EV POWERTRAIN MARKET BY VEHICLE

7.1. Introduction
7.2. Passenger Car
7.3. Commercial Vehicle

8. EV POWERTRAIN 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