查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1489412

2030 年電動動力傳動系統市場預測：按車型、零件、車輛類別、應用、最終用戶和地區進行的全球分析

Electric Powertrain Market Forecasts to 2030 - Global Analysis By Vehicle Type (Battery Electric Vehicles and Hybrid Electric Vehicles and Plug-In Hybrid Electric Vehicles ), Component, Vehicle Class, Application, End User and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3個工作天內

價格

根據Stratistics MRC預測，2023年全球電動動力傳動系統市場規模將達到977億美元，預計2030年將達到2,985億美元，預測期內複合年成長率為17.3%。

電動動力傳動系統由驅動電動車 (EV) 的組件組成。它通常包括儲存電能的電池組、將儲存的能量轉換為機械能以驅動車輛的馬達以及管理電池和馬達之間電流的電力電子單元。在某些情況下，可以包括單速變速箱以最佳化性能。電動動力傳動系統具有眾多優勢，包括零廢氣排放、低營運成本以及減少對石化燃料的依賴，使其成為永續交通的重要解決方案。

根據《行動計畫》，北京市將普及低碳能源交通，加速公車、計程車等電動車由汽油轉變為電力的方向。

電動車（EV）需求快速成長

對電動動力傳動系統不斷成長的需求將促使對供應鏈擴張的投資。製造商的目標是建立一個高效、有彈性的供應鏈，以確保電動動力傳動系統所需組件的穩定供應，例如電池、馬達和電力電子設備。因此，這些進步可能包括電池技術（例如能量密度和充電速度）、馬達效率、再生煞車系統和整體動力傳動系統整合的改進。

缺乏充電基礎設施

由於缺乏充電基礎設施，商業車隊和遠距運輸部門可能對採用電動車猶豫不決。這些行業需要可靠且廣泛的充電網路來有效支援業務。如果沒有足夠的基礎設施，這些地區向電動動力傳動系統的過渡可能會很緩慢，如果基礎設施的挑戰使他們不確定電動汽車的普及，那麼鼓勵公司考慮轉向電動動力傳動系統- 可能不願意投資零部件生產和生產。

人們對環境問題的認知不斷增強

環保意識影響消費者的偏好，並導致對電動動力傳動系統的電動車的需求增加。隨著人們對氣候變遷和空氣污染等環境問題的認知不斷增強，對清潔交通途徑的偏好將越來越高，消費者選擇符合其價值觀（例如環境永續性和減少碳排放）的車輛是趨勢。​

減少充電時間

持有車輛的公司可能對轉向電動車猶豫不決，因為緩慢的充電時間可能會阻礙業務。充電時間過長會增加車輛停機時間，進而影響生產力和業務效率。這種猶豫可能會減緩車隊電氣化的進程，並限制電動動力傳動系統在商業和工業領域的採用。

COVID-19 的影響

由於經濟不確定性導致供應鏈中斷和消費者需求減少；然而，由於對永續性的日益關注，加上政府支持綠色舉措的刺激獎勵策略，市場在疫情後出現反彈。疫情加速了遠距工作和電子商務增加等趨勢，推動了對電動外送車的需求。此外，空氣品質問題和向清潔交通解決方案的轉變推動了電動車的採用，從而推動了電動動力傳動系統市場的成長軌跡。

電池式電動車(BEV) 領域預計將在預測期內成為最大的細分市場

由於電動車直接增加了對電動動力傳動系統的需求，預計純電動車（BEV）領域將出現良好成長。隨著越來越多的純電動車被製造和銷售，這些動力傳動系統系統的市場將會成比例地成長。這種高需求透過獎勵公司投資於電動動力傳動系統的研究、開發和生產來推動市場發展。

充電基礎設施產業預計在預測期內複合年成長率最高

充電基礎設施產業預計在預測期內複合年成長率最高。便捷的充電站和發達的充電網路緩解了“里程焦慮”，這是潛在電動車購買者的一個主要擔憂。這種焦慮源自於對找不到充電地點、限制出行選擇的擔憂。透過確保隨時可用的充電，更多的消費者可能會考慮電動車，從而導致電動車銷量增加，進而增加對電動動力傳動系統的需求。

佔比最大的地區：

亞太地區預計將在預測期內佔據最大的市場佔有率，因為該地區擁有中國比亞迪和上汽集團、日本日產和豐田以及韓國現代和LG等全球最大的電動車製造商。亞太地區許多政府正在透過補貼、稅收優惠和充電基礎設施投資積極促進電動車的採用。這為電動動力傳動系統製造商創造了有利的環境，並獎勵本地生產。這些領導者正在大力投資電動動力傳動系統總成的研發和生產，進一步鞏固其在該地區的市場領導地位。

複合年成長率最高的地區：

由於北美政府（特別是美國和加拿大）正在實施更嚴格的排放法規以應對氣候變化，預計北美在預測期內將經歷最高的複合年成長率。電動動力傳動系統提供了零排放解決方案，使其對努力遵守這些法規的汽車製造商越來越有吸引力。這顯示了我們對電動車未來的堅定信念，並支持電動動力傳動系統市場的成長。

免費客製化服務

訂閱此報告的客戶可以存取以下免費自訂選項之一：

  • 公司簡介
    • 其他市場參與者的綜合分析（最多 3 家公司）
    • 主要企業SWOT分析（最多3家企業）
  • 區域分割
    • 根據客戶興趣對主要國家的市場估計、預測和複合年成長率（註：基於可行性檢查）
  • 競爭基準化分析
    • 根據產品系列、地理分佈和策略聯盟對主要企業基準化分析

目錄

第1章執行摘要

第2章 前言

  • 概述
  • 相關利益者
  • 調查範圍
  • 調查方法
    • 資料探勘
    • 資料分析
    • 資料檢驗
    • 研究途徑
  • 研究資訊來源
    • 主要研究資訊來源
    • 二次研究資訊來源
    • 先決條件

第3章市場趨勢分析

  • 促進因素
  • 抑制因素
  • 機會
  • 威脅
  • 應用分析
  • 最終用戶分析
  • 新興市場
  • COVID-19 的影響

第4章波特五力分析

  • 供應商的議價能力
  • 買方議價能力
  • 替代品的威脅
  • 新進入者的威脅
  • 競爭公司之間的敵對關係

第5章全球電動動力傳動系統市場：依車型分類

  • 純電動車（BEV）
  • 混合電動車（HEV）和插電式混合動力電動車（PHEV）

第6章全球電動動力傳動系統市場：依組成部分

  • 電池
  • 電動馬達
  • 電力電子
  • 傳播
  • 充電基礎設施
  • 車用充電器
  • 轉換器
  • 電力電子控制器
  • 其他組件

第7章全球電動動力傳動系統市場：依車型分類

  • 奢華
  • 中間價格分佈

第8章全球電動動力傳動系統市場：依應用分類

  • 小客車
  • 輕型商用車（LCV）
  • 重型商用車（HCV）
  • 兩輪車輛（摩托車和Scooter）
  • 三輪車（機動三輪車、電動三輪車）

第9章全球電動動力傳動系統市場：依最終用戶分類

  • 原始設備製造公司（OEM）
  • 售後市場
  • 車隊營運商
  • 其他最終用戶

第10章全球電動動力傳動系統市場：按地區

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 義大利
    • 法國
    • 西班牙
    • 其他歐洲國家
  • 亞太地區
    • 日本
    • 中國
    • 印度
    • 澳洲
    • 紐西蘭
    • 韓國
    • 其他亞太地區
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地區
  • 中東/非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 卡達
    • 南非
    • 其他中東和非洲

第11章 主要進展

  • 合約、夥伴關係、協作和合資企業
  • 收購和合併
  • 新產品發布
  • 業務擴展
  • 其他關鍵策略

第12章 公司概況

  • Applus+
  • BorgWarner
  • Bosch Limited
  • Brusa Electronik
  • Cc Power Electronics
  • Continental AG
  • FEV Europe GmbH
  • Hitachi
  • HORIBA, Ltd.
  • Intertek Group plc
  • Magna International Inc.
  • Magneti Marelli Ck Holdings
  • Mitsubishi Electric Corp
  • Nidec Corporation
  • NXP Semiconductors
  • Panasonic
  • Schaeffler AG
  • Toyota Industries Corporation
  • Valeo
  • ZF Friedrichshafen AG
Product Code: SMRC26198

According to Stratistics MRC, the Global Electric Powertrain Market is accounted for $97.7 billion in 2023 and is expected to reach $298.5 billion by 2030 growing at a CAGR of 17.3% during the forecast period. An electric powertrain consists of components that propel electric vehicles (EVs). It typically includes a battery pack, which stores electrical energy, an electric motor, which converts the stored energy into mechanical energy to drive the vehicle, and a power electronics unit, which manages the flow of electricity between the battery and the motor. In some cases, a single-speed transmission may also be included to optimize performance. Electric powertrains offer numerous benefits, including zero tailpipe emissions, lower operating costs, and reduced dependence on fossil fuels, making them a key solution for sustainable transportation.

According to the action plan, Beijing will popularise low-carbon energy modes of transportation, accelerating the transition from gasoline to electricity on vehicles such as buses, taxis, and other EVs.

Market Dynamics:

Driver:

Soaring demand for electric vehicles (EVs)

The growing demand for electric powertrains prompts investments in the expansion of supply chains. Manufacturers seek to establish efficient and resilient supply chains to ensure a steady flow of components required for electric powertrains, such as batteries, electric motors, and power electronics. Thus these advancements may include improvements in battery technology (such as energy density and charging speed), motor efficiency, regenerative braking systems, and overall powertrain integration.

Restraint:

Lack of widespread charging infrastructure

Commercial fleets and long-haul transportation sectors may be hesitant to adopt electric vehicles due to the lack of charging infrastructure. These segments require reliable and widespread charging networks to support their operations effectively. Without adequate infrastructure, the transition to electric powertrains in these sectors may be sluggish and companies may hesitate to invest in the production and development of electric powertrain components if they are unsure about the widespread adoption of electric vehicles due to infrastructure challenges.

Opportunity:

Growing awareness of environmental issues

Environmental awareness influences consumer preferences, leading to an increasing demand for electric vehicles equipped with electric powertrains. As people become more aware of environmental issues such as climate change and air pollution, there is a growing preference for clean transportation options and consumers are more inclined to choose vehicles that align with their values of environmental sustainability and reducing carbon footprints, thereby driving up sales of electric powertrains.

Threat:

Slower charging times

Businesses with vehicle fleets may hesitate to transition to electric vehicles if slower charging times disrupt their operations. Longer charging times can result in increased downtime for fleet vehicles, impacting productivity and operational efficiency. This hesitation can delay fleet electrification efforts and limit the adoption of electric powertrains in commercial and industrial sectors.

Covid-19 Impact

Supply chain disruptions and reduced consumer demand due to economic uncertainties. However, as the focus on sustainability increased post-pandemic, coupled with government stimulus packages supporting green initiatives, the market rebounded. The pandemic accelerated trends towards remote work and increased e-commerce, driving demand for electric delivery vehicles. Moreover, concerns about air quality and a shift towards cleaner transportation solutions bolstered the adoption of electric vehicles, consequently boosting the electric powertrain market's growth trajectory.

The battery electric vehicles (BEVs) segment is expected to be the largest during the forecast period

The battery electric vehicles (BEVs) segment is estimated to have a lucrative growth, as electric vehicles directly create a surge in demand for electric powertrains. As more BEVs are manufactured and sold, the market for these powertrain systems grows proportionally. This high demand incentivizes companies to invest in research, development, and production of electric powertrains driving the market.

The charging infrastructure segment is expected to have the highest CAGR during the forecast period

The charging infrastructure segment is anticipated to witness the highest CAGR growth during the forecast period, a well-developed charging network with convenient access to charging stations alleviates "range anxiety," a significant concern for potential EV buyers. This concern stems from the worry about finding places to recharge, limiting travel options. By ensuring readily available charging, more consumers are likely to consider EVs, leading to a rise in EV sales and consequently, a higher demand for electric powertrains.

Region with largest share:

Asia Pacific is projected to hold the largest market share during the forecast period as this region is home to some of the world's largest EV manufacturers, including China's BYD and SAIC Motor, Japan's Nissan and Toyota, and South Korea's Hyundai and LG. Many governments in the Asia Pacific region are actively promoting EV adoption through subsidies, tax breaks, and investments in charging infrastructure. This creates a favourable environment for electric powertrain manufacturers and incentivizes local production. These giants are heavily invested in electric powertrain research, development, and production, further solidifying the region's leadership in the market.

Region with highest CAGR:

North America is projected to have the highest CAGR over the forecast period, owing to governments in North America, particularly the United States and Canada, are implementing stricter emission regulations to combat climate change. Electric powertrains offer a zero-emission solution, making them increasingly attractive to automakers striving to comply with these regulations. This signifies a strong belief in the future of electric mobility and fuels the growth of the electric powertrain market.

Key players in the market

Some of the key players in the Electric Powertrain Market include Applus+, BorgWarner, Bosch Limited, Brusa Electronik, Cc Power Electronics, Continental AG, FEV Europe GmbH, Hitachi, HORIBA, Ltd., Intertek Group plc, Magna International Inc., Magneti Marelli Ck Holdings, Mitsubishi Electric Corp, Nidec Corporation, NXP Semiconductors, Panasonic, Schaeffler AG, Toyota Industries Corporation, Valeo and ZF Friedrichshafen AG

Key Developments:

In April 2024, Continental tires extend e-mobility strategy to secondary brands. All of the company's new tires meet the high requirements of electric vehicles and at the same time support conventionally

In April 2024, Continental Technologies Ensure Greater Comfort and Safety in the Upper Mid-size Class. From long-range radar to surround view cameras: numerous components supply driver assistance systems with precise data

In April 2024, NXP Semiconductors announced that it will release its first quarter 2024 financial results after the close of normal trading on the NASDAQ Global Select Market on April 29, 2024. The company will also host a conference call with the financial community on April 30, 2024 at 8:00 a.m. U.S. Eastern Daylight Time (EDT).

Vehicle Types Covered:

  • Battery Electric Vehicles (BEVs)
  • Hybrid Electric Vehicles (HEVs) and Plug-In Hybrid Electric Vehicles (PHEVs)

Components Covered:

  • Battery
  • Electric Motor
  • Power Electronics
  • Transmission
  • Charging Infrastructure
  • On-Board Charger
  • Converter
  • Power Electronics Controller
  • Other Components

Vehicle Classes Covered:

  • Luxury
  • Mid-Priced

Applications Covered:

  • Passenger Cars
  • Light Commercial Vehicles (LCVs)
  • Heavy Commercial Vehicles (HCVs)
  • Two-Wheelers (Motorcycles & Scooters)
  • Three-Wheelers (Auto Rickshaws & E-Rickshaws)

End Users Covered:

  • Original Equipment Manufacturers (OEMs)
  • Aftermarket
  • Fleet Operators
  • Other End Users

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2021, 2022, 2023, 2026, and 2030
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Application Analysis
  • 3.7 End User Analysis
  • 3.8 Emerging Markets
  • 3.9 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Electric Powertrain Market, By Vehicle Type

  • 5.1 Introduction
  • 5.2 Battery Electric Vehicles (BEVs)
  • 5.3 Hybrid Electric Vehicles (HEVs) and Plug-In Hybrid Electric Vehicles (PHEVs)

6 Global Electric Powertrain Market, By Component

  • 6.1 Introduction
  • 6.2 Battery
  • 6.3 Electric Motor
  • 6.4 Power Electronics
  • 6.5 Transmission
  • 6.6 Charging Infrastructure
  • 6.7 On-Board Charger
  • 6.8 Converter
  • 6.9 Power Electronics Controller
  • 6.10 Other Components

7 Global Electric Powertrain Market, By Vehicle Class

  • 7.1 Introduction
  • 7.2 Luxury
  • 7.3 Mid-Priced

8 Global Electric Powertrain Market, By Application

  • 8.1 Introduction
  • 8.2 Passenger Cars
  • 8.3 Light Commercial Vehicles (LCVs)
  • 8.4 Heavy Commercial Vehicles (HCVs)
  • 8.5 Two-Wheelers (Motorcycles & Scooters)
  • 8.6 Three-Wheelers (Auto Rickshaws & E-Rickshaws)

9 Global Electric Powertrain Market, By End User

  • 9.1 Introduction
  • 9.2 Original Equipment Manufacturers (OEMs)
  • 9.3 Aftermarket
  • 9.4 Fleet Operators
  • 9.5 Other End Users

10 Global Electric Powertrain Market, By Geography

  • 10.1 Introduction
  • 10.2 North America
    • 10.2.1 US
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 Germany
    • 10.3.2 UK
    • 10.3.3 Italy
    • 10.3.4 France
    • 10.3.5 Spain
    • 10.3.6 Rest of Europe
  • 10.4 Asia Pacific
    • 10.4.1 Japan
    • 10.4.2 China
    • 10.4.3 India
    • 10.4.4 Australia
    • 10.4.5 New Zealand
    • 10.4.6 South Korea
    • 10.4.7 Rest of Asia Pacific
  • 10.5 South America
    • 10.5.1 Argentina
    • 10.5.2 Brazil
    • 10.5.3 Chile
    • 10.5.4 Rest of South America
  • 10.6 Middle East & Africa
    • 10.6.1 Saudi Arabia
    • 10.6.2 UAE
    • 10.6.3 Qatar
    • 10.6.4 South Africa
    • 10.6.5 Rest of Middle East & Africa

11 Key Developments

  • 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 11.2 Acquisitions & Mergers
  • 11.3 New Product Launch
  • 11.4 Expansions
  • 11.5 Other Key Strategies

12 Company Profiling

  • 12.1 Applus+
  • 12.2 BorgWarner
  • 12.3 Bosch Limited
  • 12.4 Brusa Electronik
  • 12.5 Cc Power Electronics
  • 12.6 Continental AG
  • 12.7 FEV Europe GmbH
  • 12.8 Hitachi
  • 12.9 HORIBA, Ltd.
  • 12.10 Intertek Group plc
  • 12.11 Magna International Inc.
  • 12.12 Magneti Marelli Ck Holdings
  • 12.13 Mitsubishi Electric Corp
  • 12.14 Nidec Corporation
  • 12.15 NXP Semiconductors
  • 12.16 Panasonic
  • 12.17 Schaeffler AG
  • 12.18 Toyota Industries Corporation
  • 12.19 Valeo
  • 12.20 ZF Friedrichshafen AG

List of Tables

  • Table 1 Global Electric Powertrain Market Outlook, By Region (2021-2030) ($MN)
  • Table 2 Global Electric Powertrain Market Outlook, By Vehicle Type (2021-2030) ($MN)
  • Table 3 Global Electric Powertrain Market Outlook, By Battery Electric Vehicles (BEVs) (2021-2030) ($MN)
  • Table 4 Global Electric Powertrain Market Outlook, By Hybrid Electric Vehicles (HEVs) and Plug-In Hybrid Electric Vehicles (PHEVs) (2021-2030) ($MN)
  • Table 5 Global Electric Powertrain Market Outlook, By Component (2021-2030) ($MN)
  • Table 6 Global Electric Powertrain Market Outlook, By Battery (2021-2030) ($MN)
  • Table 7 Global Electric Powertrain Market Outlook, By Electric Motor (2021-2030) ($MN)
  • Table 8 Global Electric Powertrain Market Outlook, By Power Electronics (2021-2030) ($MN)
  • Table 9 Global Electric Powertrain Market Outlook, By Transmission (2021-2030) ($MN)
  • Table 10 Global Electric Powertrain Market Outlook, By Charging Infrastructure (2021-2030) ($MN)
  • Table 11 Global Electric Powertrain Market Outlook, By On-Board Charger (2021-2030) ($MN)
  • Table 12 Global Electric Powertrain Market Outlook, By Converter (2021-2030) ($MN)
  • Table 13 Global Electric Powertrain Market Outlook, By Power Electronics Controller (2021-2030) ($MN)
  • Table 14 Global Electric Powertrain Market Outlook, By Other Components (2021-2030) ($MN)
  • Table 15 Global Electric Powertrain Market Outlook, By Vehicle Class (2021-2030) ($MN)
  • Table 16 Global Electric Powertrain Market Outlook, By Luxury (2021-2030) ($MN)
  • Table 17 Global Electric Powertrain Market Outlook, By Mid-Priced (2021-2030) ($MN)
  • Table 18 Global Electric Powertrain Market Outlook, By Application (2021-2030) ($MN)
  • Table 19 Global Electric Powertrain Market Outlook, By Passenger Cars (2021-2030) ($MN)
  • Table 20 Global Electric Powertrain Market Outlook, By Light Commercial Vehicles (LCVs) (2021-2030) ($MN)
  • Table 21 Global Electric Powertrain Market Outlook, By Heavy Commercial Vehicles (HCVs) (2021-2030) ($MN)
  • Table 22 Global Electric Powertrain Market Outlook, By Two-Wheelers (Motorcycles & Scooters) (2021-2030) ($MN)
  • Table 23 Global Electric Powertrain Market Outlook, By Three-Wheelers (Auto Rickshaws & E-Rickshaws) (2021-2030) ($MN)
  • Table 24 Global Electric Powertrain Market Outlook, By End User (2021-2030) ($MN)
  • Table 25 Global Electric Powertrain Market Outlook, By Original Equipment Manufacturers (OEMs) (2021-2030) ($MN)
  • Table 26 Global Electric Powertrain Market Outlook, By Aftermarket (2021-2030) ($MN)
  • Table 27 Global Electric Powertrain Market Outlook, By Fleet Operators (2021-2030) ($MN)
  • Table 28 Global Electric Powertrain Market Outlook, By Other End Users (2021-2030) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.