全球汽車市場展望（2025 年）：按車型、推進類型和地區分類

Global Automotive Outlook- 2025 by Vehicle Type (Hatchback, Sedan, SUV, MPV, Vans, Pick-Ups/Light Trucks), Propulsion Type (ICE, Hybrid & Electric), and Region (China, India, North America, Europe, Rest of Asia, Rest of the World)

出版日期: 2025年01月09日 | 出版商:

MarketsandMarkets | 英文 65 Pages | 訂單完成後即時交付

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簡介目錄圖表

預計2024年全球輕型車銷量將達8,400萬輛，2025年將達8,510萬輛，2024年至2025與前一年同期比較增1.3%。

由於多種因素，汽車市場預計將成長。汽車產業正在快速發展，以適應客戶需求和不斷發展的技術前沿，例如 5G、人工智慧和自動駕駛。電動車的採用是見證汽車產業快速變化的關鍵因素。在電動車領域，開發和製造遠距電池以及為客戶安裝高速和超快速充電點是OEM和電動車解決方案提供商的首要任務。

此外，增強的安全功能、先進自動化的自動駕駛以及透過 5G 增強的連接性正在改變汽車市場的趨勢。此外，OEM正致力於透過利用千兆廣播技術和開發電動滑板平台來縮短車輛上市時間，這將加快車輛設計和製造的速度，提高成本和時間效率，並加強品管。

線上二手車銷售市場在全球範圍內也擁有很大的市場價值。 2024年，全球二手車銷售量接近1,846萬輛。然而，汽車零件的線上銷售預計將在2025年大幅成長。

在預測期內，純電動車銷售量預計將保持停滯，而插電式混合動力車細分市場預計將引領兩個市場的銷售成長。政府對電動車補貼的減少趨勢是成長放緩的一個主要因素。此外，美國新川普政府預計將審查對電動車的各種補貼，預計將對全球純電動車供應鏈和市場產生類似的影響。然而，混合動力汽車並不完全依賴電池，不會因為內燃機的存在而讓客戶擔心續航里程，並且與純電動車相比，在滿油箱或電池充電時具有更長的續航里程，預計將出現正成長。這是混合動力汽車銷售成長的主要因素。

由於對安全性、舒適性和駕駛便利性的需求不斷增加，預計自動駕駛汽車將在 2025 年大幅成長。特斯拉已推出 i.Robotaxi 和 Robovans 等自動駕駛汽車。中國已成為自動駕駛汽車商業化的領導者。中國有超過 19 個城市正處於不同階段引入自動駕駛汽車用於公共交通。

近年來，中國電動車企業輕型商用車出口穩定成長。中國OEM正在穩步擴大在歐洲和南美的業務。這些地區對商用車的需求很高，其中歐洲對電動商用車的需求尤其高。歐洲OEM能夠部分滿足這一市場，但價格相對較高。中國OEM可以以更具競爭力的價格分佈在續航里程、功能和排放氣體方面提供巨大價值。

由於高淨值人士（HNI）的快速成長，特別是在亞太地區，豪華車細分市場的銷售量出現了適度成長。在這一領域，勞斯萊斯、梅賽德斯和捷豹等公司的電動車已經出現，並開始提供更先進的豪華功能。由於電動車配備了大量感測器並由軟體操作，OEM可以透過一系列功能等為用戶提供更優質、個性化和豪華的體驗。

亞太地區正成為全球汽車產業一個充滿前景的市場。中國市場是這一趨勢的主要驅動力。中國市場已發展成為全球最大的汽車生產國和購買國，並已成為電動車和電池主要電動車技術發展的關鍵驅動力。印度、日本和韓國也是該地區重要的各國市場。印度正逐漸成為汽車產業的主要貢獻者，而日本和韓國已經確立了地位。據OICA稱，中國和印度每年生產超過3000萬輛汽車。儘管汽車銷售情況相對黯淡，但亞洲地區的汽車產量將在 2023 年和 2024 年出現成長。如果這種趨勢持續下去，到 2025 年，亞洲將主導市場。

此外，中國也是對汽車產業原料供應、製造、銷售等方面控制力最強的國家。中國擁有最強大的電動車電池供應鏈。超過50%的電動車電池在中國製造，約75%的電動車電池零件也在中國製造。這些中國製造商正在尋求擴大其服務並在全球範圍內佔領更多市場佔有率。

該報告審視了全球汽車市場，包括2024年汽車行業趨勢、2025年影響汽車行業的因素、內燃機汽車（ICE）和電動汽車（EV）、自動駕駛汽車，並涵蓋了廣泛的主題，包括5G 連接、智慧製造以及二手車市場概覽。從區域來看，我們涵蓋北美、歐洲、亞太等地區。

The global light vehicle sales were 84.0 million units in 2024 and are projected to reach 85.1 million units in 2025, witnessing a YoY growth of 1.3% from 2024 to 2025. The automotive market is expected to experience growth driven by various factors. The automotive industry is rapidly evolving to adapt to customer demands and ever-evolving frontiers of technologies like 5G, AI, and Autonomous Driving. The adoption of electric vehicles is the key factor that has witnessed a rapid change in the automotive industry. In line with the EV sector, the development and manufacturing of long-range batteries and the installation of fast and ultra-fast charging points for customers is the foremost agenda of the OEMs and EV solution-providing companies.

Further, the introduction of autonomous driving and enhanced connectivity via 5G with enhanced safety features and higher level of automation is shifting the trends in the automotive market. Moreover, OEMs are focused on reducing the time to markets of the vehicle by using gigacasting technology and developing EV skateboard platforms, which makes designing and manufacturing of cars faster, cost and time-efficient, and enhances quality control.

In addition, the online sales of used cars market also has a large market value around the world. Close to 18.46 million units of used cars were sold in 2024 globally. However, the online sales of auto components is expected to have a very significant growth in 2025.

"EV sales grows at a slower pace while hybrids race ahead."

The BEV sales are expected to have slower growth and PHEV segments is expected to lead the sales growth between the two market during the forecast period. There has been a trend of methodical reduction in government subsidies of EVs which is considered to be a major or driving the sluggish growth rate. Also, the new incoming trump administration in US is expected reconsider various subsidies on EVs which is further expected to create similar effects in global BEV supply chains and market. However, the hybrid cars are expected to see positive growth as they are not completely dependent on battery and the presence of IC engine ensures no range anxiety to the customer, and also they provide larger range on full tank and battery charge compared to BEVs. This is the major factor contributing to the growth sales of hybrid.

"Autonomous vehicles are anticipated to witness significant growth in 2025."

Autonomous vehicles are projected to grow significantly in 2025 due to the rising demand for safety, comfort, and driving convenience features. Tesla has showcased it's autonomous vehicles i.e. Robotaxi and Robovans. China has established itself to be the leader in commercialising autonomous vehicles on it's streets. There are more than 19 chinese cities that are in various stages of implementing autonomous vehicles for public transportation.

"Chinese EV firms are increasing their focus on E-LCV segments for global market ."

Chinese EV firms have seen a steady increase in export of Electric Light commercial vehicles over past years. Chinese OEMs have steadily increased there present in Europe and South America. These regions have significant demand for commercial vehicles and especially in Europe there is a large demand for E-Commercial vehicles. European OEMs have been partially able to cater to this market but at a relatively higher price point. Chinese OEMs are able to provide large value in terms of Range, features and emissiona at a more competitive price point.

"Luxury segment is being re-defined by Electric Vehicles"

The luxury car segment has seen a decent rise in sales, especially in the Asia-Pacific region, due to the fast-growing High Net worth Individuals (HNI) in the region. With the advent of EVs in this segment likes of Rolls-Royce, Mercedes, Jaguar etc have started to offer a higher degree of luxury features as EVs due to presence of large number of sensors and being operated by softwares to a large degree provides OEMs a large scope for more premium, personalised luxurious experience to the user via a large number of features etc.

"Asia Pacific holds the largest market share in the forecast period"

Asia Pacific has emerged as a promising market for the global automobile industry. The principal driver of this trend is the Chinese market, which has grown to become the world's largest producer and buyer of automobiles and emerged as a key player in the development of key EV technologies vis-a-vis Electric Vehicles and Batteries. India, Japan, and South Korea are also important country-level markets in the region. While India is gradually becoming a major contributor in the automotive sector, Japan and South Korea are already well-established. According to OICA, China and India produce over 30 million vehicles each year. Despite a relatively challenging scenario vis-a-vis vehicle sales, the Asia region has seen growth in automobile production in 2023 and 2024. Continuing this trend, the Asia region will dominate the market in 2025.

Further, China is the most dominant nation in the automotive industry with respect to supplying raw materials, manufacturing, and sales. China has the most powerful supply chain of EV batteries. Over 50% of the EV batteries are manufactured in China, and around 75% of the components of EV batteries are also manufactured in China. These Chinese manufacturers are looking to expand their services and acquire additional market share around the world.

Furthermore, the market growth in Asia Pacific can be attributed to the high vehicle production and increased use of advanced electronics in Japan, South Korea, and China. The governments of these countries have recognized the growth potential of the automotive sector and have consequently undertaken various initiatives to encourage major OEMs to enter their domestic markets. Several global automobile manufacturers, such as Volkswagen (Germany), Mercedes Benz (Germany), and General Motors (US), have shifted their production plants to emerging economies in the region.

In addition, being the most populous region, Asia-Pacific also holds the largest share of the used cars market. The per capita GDP of the people here is favorable for the growth of the used cars market. The spending capacity of the people in this region has grown gradually with the rise in foreign investments and setup in manufacturing plants in this region.

Research Coverage:

The market analysis encompasses the Global Automotive Market Outlook, focusing on the sales volume of light vehicles. Additionally, it examines the developments in the automotive industry in 2024. The report delves into the trends propelling the automotive sector, analyzing factors influencing the industry in 2025. The study encompasses a broad range, including Internal Combustion Engine (ICE) vehicles and Electric Vehicles (EVs), autonomous vehicles, 5G connectivity in cars, smart manufacturing, and an overview of the used cars market. Geographically, the report covers North America, Europe, Asia Pacific, and the Rest of the World.

Report Scope

The report will help market leaders and new entrants in this market with information on the closest approximations of the sales numbers for the automotive market in 2024 and their subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies. The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

Analysis of key Trends in 2024 and 2025 (Rise in Hybrid Vehicle Sales, Stability in vehicles sales in 2025, Online component sales expected to boom, Luxury vehicle sales rise and emergence integrated powertrains ).
Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the automotive market
Market Development: Comprehensive information about lucrative markets - the report analyses the automotive market across varied regions
Market Diversification: Exhaustive information about diversification of supply chains, untapped geographies, recent developments, and investments in the automotive market
Competitive Assessment: Assessment of market shares, growth strategies and service offerings of leading players like across light vehicle segments which are then dirther divided into ICE and electric among others in the automotive market strategies. The report also helps stakeholders understand the pulse of the autonomous vehicle market and provides them information on key market drivers, challenges, and opportunities.

1. EXECUTIVE SUMMARY