全球 xEV 售後市場發展競爭情報（按推進類型、部件和地區分類）—預測至 2035 年

Competitive Intelligence on the Evolution of Global XEV Aftermarket by Propulsion, Components, Region - Global Forecast to 2035

出版日期: 2025年04月17日 | 出版商:

MarketsandMarkets | 英文 55 Pages | 訂單完成後即時交付

價格

簡介目錄圖表

全球 xEV（電動車）售後市場預計將在 2024 年達到 590 億美元，到 2035 年將達到 1,950 億美元，2024 年至 2035 年的複合年成長率為 11.5%。

xEV 售後市場預計將因多種因素而成長，包括主要地區 xEV 普及率上升、平均車齡和年行駛里程增加以及售後市場服務的新興需求。

研究範圍
調查年份	2024-2035
基準年	2024
預測期	2024-2035
單位數量	數量（單位）及金額（百萬美元）
按細分市場	依推進方式、部件和地區
目標區域	中國、亞太地區、歐洲、北美、世界其他地區

電動車（EV）憑藉其獨特的技術和操作特性，有望開啟售後服務的革命性時代。從內燃機到電動動力傳動系統的轉變將擴大圍繞「4R」原則（修理、再利用、回收、再製造）的機會，同時引入創新的服務模式。移動服務小組將成為人們關注的焦點，為電動車提供按需維護和診斷，減少車主的停工時間。為舊車改裝電氣系統可以為經典或老舊的車輛注入新的活力，兼具永續性和客製化。雖然由於活動部件較少而簡化了電動車的日常維護，但仍需要高壓系統和軟體更新方面的專業技能，這為熟練的技術人員創造了一個市場空間。二次電池應用正在成為一種重要趨勢，透過將舊電動車電池重新用於家庭或電網能源儲存，擴大電動車電池在車輛之外的價值。此外，受成本效益替代品和循環經濟實踐需求的推動，電動車零件（如馬達、控制器和充電器）的再製造預計也將成長。這些發展將技術主導的解決方案與永續創新相結合，重新定義售後市場格局。

隨著汽車產業向電氣化轉型，OEM正在進行策略轉變，以確保從電動車維修和保養中獲得穩定的收入來源。與傳統汽車不同，電動車不需要頻繁的機械維護，因此OEM專注於更高價值的服務，例如電池健康監測、軟體更新和電力傳動系統的專門維修。數位化將在這一轉變中發揮關鍵作用，使OEM能夠利用無線 (OTA) 更新來實現持續改進、遠端解決問題，並提供基於訂閱的功能以產生經常性收益，同時提高客戶忠誠度。遠端資訊處理和連網汽車平台使OEM能夠收集車輛性能的即時資料、預測維護需求並提供個人化服務包，從而減少對第三方維修店的依賴。此外，OEM正在建立授權服務網路和培訓計劃來管理複雜的維修，例如維修電池組，並正在探索電池回收和二次利用的夥伴關係。透過整合數位工具， OEM可以簡化業務、降低成本並將自己定位為電動車生態系統中的端到端解決方案提供者。

隨著電動車服務市場的發展，目標商標產品製造商 (OEM) 和獨立售後市場 (IAM) 參與者正在製定自己的策略以站穩腳跟。OEM對自己的軟體、診斷和電池系統擁有更大的控制權，並利用無線更新和遠端資訊處理等數位化來鎖定客戶並主導高價值維修。 IAM 透過建立專屬服務網路、提供認證培訓以及將維修與保固掛鉤，讓電動車車主對其生態系統充滿信任。相反，IAM 面臨打破這座OEM堡壘的挑戰。為了解決這個問題，IAM 可能會投資逆向工程工具，開發第三方診斷解決方案，並遊說「維修權」法規以存取電動車的資料和軟體程式碼。 IAM 將專注於具有成本競爭力的產品，包括再製造零件、再製造電池和行動維修設備，以吸引對價格敏感的保固期外消費者。

一些 IAM 與OEM合作，提供認證備件和服務協議，在競爭和共存之間取得平衡。在OEM優勢逐漸消失的領域，IAM 或許還能在改裝與保固期外車輛維修領域佔有一席之地。同時，消費者對永續性的需求可能會推動提供二次電池計畫的原始設備製造OEM)和提供本地回收解決方案的獨立設備製造商 (IAM) 的創新。這場戰鬥的關鍵在於數位存取、監管變化以及適應電動車獨特需求的能力，例如軟體更新和高壓系統維修。

此市場分析涵蓋 xEV 售後市場，重點關注銷售和 xEV。此外，我們正在調查 2024 年 xEV 售後市場的零件需求。本報告深入探討了推動 xEV 售後市場發展的趨勢，並分析了 2035 年將影響該產業的因素。它涵蓋了廣泛的因素，包括各地區的平均里程和平均年齡、電子商務和數位化對售後市場的影響以及 OES V IAM 基準策略。

該報告提供了有關 2024 年 xEV 售後市場及其子區隔的銷售量和銷量的最接近估計資訊，以幫助市場領導和新進入者。該報告將幫助相關人員了解競爭格局，獲得更多見解，以更好地定位其業務並規劃適當的打入市場策略。它還幫助相關人員了解市場脈搏，並為他們提供有關關鍵市場促進因素、挑戰和機會的資訊。

全球 XEV 售後市場（按推進類型、地區和組件分類）
歐洲：XEV 售後市場（按推進系統和組件）
北美：XEV 售後市場（按推進類型和組件）
中國：XEV 售後市場（按推進系統和組件）
亞太地區（不包括中國）：XEV 售後市場（按推進類型和組件）
世界其他地區：XEV 售後市場（按推進系統和組件）

第6章混合動力汽車和電動車的新興服務

電池回收
電動車改裝
電池再利用
電動車服務維護與維修
流動服務小組
電動車充電服務

第7章OEM XEV售後服務策略

第 8 章 OES 和 IAM 基準測試

第9章主要成長機會和建議

第10章結論與摘要

簡介目錄圖表

Product Code: AT 9377

The global xEV aftermarket was USD 59 billion in 2024 and is projected to reach USD 195.0 billion in 2035, witnessing a CAGR growth of 11.5% from 2024 to 2035. The xEV aftermarket is expected to experience growth driven by various factors, such as the rising penetration of XEVs across the key regions, rising average age and miles traveled in a year, and demand for emerging services in the aftermarket.

Scope of the Report
Years Considered for the Study	2024-2035
Base Year	2024
Forecast Period	2024-2035
Units Considered	Volume (Units) and Value (USD Million)
Segments	by Propulsion, Components, Region (China, APAC excl. China, Europe, NA, RoW) - Global Forecast to 2035
Regions covered	China, APAC, Europe, NA, RoW

"EV to bring a very transformative change in the automotive aftermarket."

Electric vehicles (EVs) are poised to usher in a transformative era for aftermarket services, driven by their unique technological and operational characteristics. The shift from internal combustion engines to electric powertrains will expand opportunities around the "4R" principles-repair, reuse, recycle, and remanufacture-while introducing innovative service models. Mobile service units will gain prominence, offering on-demand maintenance and diagnostics for EVs, reducing downtime for owners. Retrofitting older vehicles with electric systems will breathe new life into classic cars and aging fleets, blending sustainability with customization. Routine EV maintenance, though simpler due to fewer moving parts, will demand specialized skills in high-voltage systems and software updates, creating a niche for skilled technicians. Battery second-life applications will emerge as a key trend, repurposing used EV batteries for energy storage in homes or grids, extending their value beyond the vehicle. Additionally, EV part remanufacturing-such as motors, controllers, and chargers-will grow, fueled by the need for cost-effective replacements and circular economy practices. Together, these developments will redefine the aftermarket landscape, blending tech-driven solutions with sustainable innovation.

"OEMs strategizing to become a major stakeholder in xEV aftermarket."

Original Equipment Manufacturers (OEMs) are strategically pivoting to secure stable income streams from EV repair and maintenance as the automotive industry transitions to electrification. Unlike traditional vehicles, EVs require less frequent mechanical upkeep, prompting OEMs to focus on high-value services like battery health monitoring, software updates, and specialized repairs for electric drivetrains. Digitalization plays a pivotal role in this shift, enabling OEMs to leverage over-the-air (OTA) updates to deliver continuous improvements, troubleshoot issues remotely, and offer subscription-based features-creating recurring revenue while enhancing customer loyalty. Telematics and connected vehicle platforms allow OEMs to collect real-time data on vehicle performance, predict maintenance needs, and offer personalized service packages, reducing reliance on third-party repair shops. Additionally, OEMs are establishing certified service networks and training programs to retain control over complex repairs, such as battery pack servicing, while exploring partnerships for battery recycling and second-life applications. By integrating digital tools, OEMs can streamline operations, cut costs, and position themselves as end-to-end solution providers in the EV ecosystem.

"xEVs to intensify the competition between IAM and OES players"

As the EV servicing market evolves, Original Equipment Manufacturers (OEMs) and Independent Aftermarket (IAM) players are crafting distinct strategies to secure their foothold. OEMs are doubling down on their control over proprietary software, diagnostics, and battery systems, using digitalization-like over-the-air (OTA) updates and telematics-to lock in customers and dominate high-value repairs. They're building exclusive service networks, offering certified training, and tying maintenance to warranties, ensuring EV owners rely on their ecosystem. Conversely, IAMs face the challenge of breaking this OEM stronghold, particularly around proprietary software. To compete, IAMs are likely to invest in reverse-engineering tools, develop third-party diagnostic solutions, and lobby for "right-to-repair" regulations to access EV data and software codes. They'll focus on cost-competitive offerings, such as refurbished parts, battery remanufacturing, and mobile repair units, appealing to price-sensitive consumers outside warranty periods.

Collaboration could also emerge, with some IAMs partnering with OEMs for authorized spare parts or service contracts, balancing competition with coexistence. IAMs might carve niches in retrofitting older EVs or servicing out-of-warranty vehicles, where OEM dominance wanes. Meanwhile, consumer demand for sustainability could push both to innovate-OEMs with battery second-life programs and IAMs with localized recycling solutions. The battle will hinge on digital access, regulatory shifts, and the ability to adapt to EV-specific needs like software updates and high-voltage system repairs.

Research Coverage:

The market analysis encompasses the xEV aftermarket market, focusing on the sales & xEVs . Additionally, it examines the demand for components in the xEV aftermarket in 2024. The report delves into the trends propelling the xEV aftermarket sector, analyzing factors influencing the industry by 2035. The study encompasses a broad range of factors like average mileage & average age across regions, the impact of e-commerce and digitalization on the aftermarket, OES V IAM benchmarking strategies, etc.

Report Scope

The report will help market leaders and new entrants with information on the closest approximations of the sales & parc numbers for the xEV Aftermarket 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 regional parc volume and regional components demand in XEVs.
Analysis of key emerging services (battery recycling, retrofitment, battery second life usage, predictive maintenance, remote onboard diagnostics, integration of sustainability, mobile service units, EV charger aggregators, etc.).
Analysis of OEM XEV Aftersales strategies, which includes aftersale strategies and business models offered by different OEMs
OES Vs IAM Benchmarking: Detailed insights OES vs Aim penetration in the EV maintenance space, OEM vs IAM customer retention and acquisition strategies, details about infrastructure and investments.
Market Development: Comprehensive information about lucrative markets - the report analyses the XEV aftermarket across varied regions
Competitive Assessment: This section assesses the market shares, growth strategies, and service offerings of leading players across xEV segments. The report also helps stakeholders understand the pulse of the aftermarket components and services market and provides them with information on key market drivers, challenges, and opportunities.