市場調查報告書
商品編碼
1503312
到 2030 年汽車牽引馬達市場預測:按車型、輸出、馬達類型、工作電流、連接類型、應用和地區進行全球分析Automotive Traction Motor Market Forecasts to 2030 - Global Analysis By Vehicle Type (Passenger Vehicles, Commercial Vehicles and Other Vehicle Types), Power Output, Motor Type, Operating Current, Connection Type, Application and By Geography |
根據Stratistics MRC預測,2024年全球汽車牽引馬達市場規模將達到94.9億美元,預計2030年將達到294.7億美元,預測期內複合年成長率為20.8%。
汽車牽引馬達是電動車 (EV) 的重要組成部分,提供推進力。這些馬達將電池的電能轉化為機械能,產生驅動車輪的扭力。與傳統內燃機相比,牽引馬達可立即產生扭矩,從而實現更快的加速和更無縫的操作。此外,設計中經常使用感應線圈和永久磁鐵來提供可靠性和效率。
根據國際能源總署(IEA)預測,2020年全球電動車(EV)銷量將超過300萬輛,標誌著永續交通轉型的顯著加速。
人們對電動車 (EV) 的興趣與日俱增
推動電動車 (EV) 需求的因素越來越多。世界各國政府正在收緊排放法規,並鼓勵汽車製造商轉向更環保的交通選擇。同時,消費者對環保和減少氣候變遷的永續交通選擇的偏好也在增加。此外,汽車製造商正在響應這一不斷成長的需求,在不同領域提供從豪華 SUV 到小型城市汽車的各種電動車。
供應鏈中的風險和依賴性
全球汽車牽引馬達供應鏈存在許多可能影響可用性和生產的依賴性和風險。由於大宗商品價格波動和地緣政治緊張局勢帶來的供應鏈風險,永磁牽引馬達製造依賴鏑、釹等稀土元素材料。此外,流行病、貿易爭端和自然災害等事件可能會擾亂供應鏈,導致重要零件短缺和生產延誤。
電池技術發展
由於電池技術的不斷進步,汽車牽引馬達市場前景十分廣闊。鋰離子電池化學的創新,如鋰硫電池和固態電池,提供了改進的安全特性、更快的充電時間和更高的能量密度。此外,這些發展可以增加電動車的續航里程和整體性能,從而增加對更強大、更有效的牽引馬達的需求。
技術過時
由於馬達技術的快速進步和客戶偏好的變化,汽車牽引馬達領域的公司面臨技術過時的風險。隨著科技的進步,落後於時代而失去市場價值的產品會導致銷售下降、市場佔有率縮小。此外,為了保持競爭力並確保產品符合行業標準和法規,公司必須投資研發,以領先新興趨勢和客戶需求。
COVID-19 大流行對汽車牽引馬達市場產生了重大影響,擾亂了製造流程、供應鏈和消費者需求。由於封鎖措施、旅行限制以及汽車生產設施的暫時關閉,汽車產量和銷售量大幅下降。這直接影響了牽引馬達的需求。此外,由於零件和原料短缺等供應鏈中斷,牽引馬達製造商也面臨產能下降和前置作業時間延長的問題。
預計200-400kW部分將是預測期間最大的部分
汽車變速箱馬達市場以200-400kW細分市場為主。該細分市場佔據主導地位的主要原因是其適用於多種電動車,包括高性能電動車、商用車和小客車。此功率範圍內的馬達結合了動力、效率和經濟性,使其成為在城市和高速公路路面上行駛的理想選擇。此外,為了滿足客戶對更高性能電動車和更嚴格排放法規的需求,製造商擴大使用 200 至 400 kW 的馬達。
永磁同步馬達(PMSM)產業預計在預測期內複合年成長率最高
在汽車牽引馬達市場中,永磁同步馬達(PMSM)領域預計將以最高的複合年成長率成長。 PMSM 的卓越性能特徵、高功率密度和比其他馬達類型更高的效率正在推動這一成長。 PMSM 提供電動車應用所需的卓越扭力控制和效率,從而實現更長的行駛里程和卓越的能源效率。此外,永磁材料和馬達設計的不斷進步進一步提高了永磁同步馬達的性能和成本效益,吸引了電動車製造商的注意。
由於電動車(EV)市場快速成長、政府鼓勵採用電動車的獎勵以及重要汽車製造地的存在等因素,亞太地區在全球汽車牽引馬達市場中佔據最大佔有率。中國、日本和韓國等國家在電動車生產和創新方面處於領先地位,這一事實正在推動對牽引馬達的需求。此外,稅收減免、法規和政策以及嚴格的排放標準等有利的政府政策加速了該地區電動車的普及,這進一步推動了汽車牽引馬達市場的成長。
在汽車牽引馬達市場中,預計歐洲地區的複合年成長率最高。更嚴格的排放法規、電動車(EV)基礎設施投資的增加以及消費者對環保交通途徑的偏好是支持這一成長的因素。由於汽車製造商實施了歐盟 (EU) 積極的碳排放目標,電動車的生產和普及正在加速。此外,補貼、稅收減免和電動車購買津貼等政府計劃正在推動消費者對帶有牽引馬達的電動車的需求。
According to Stratistics MRC, the Global Automotive Traction Motor Market is accounted for $9.49 billion in 2024 and is expected to reach $29.47 billion by 2030 growing at a CAGR of 20.8% during the forecast period. Automotive traction motors are essential parts of electric vehicles (EVs), providing propulsion power. These motors create torque to drive the wheels of the vehicle by converting electrical energy from the battery into mechanical energy. Traction motors, in contrast to conventional internal combustion engines, provide instant torque, enabling quick acceleration and more seamless operation. Moreover, induction coils or permanent magnets are frequently used in their designs to provide dependability and efficiency.
According to the International Energy Agency (IEA), the global sales of electric vehicles (EVs) surpassed 3 million units in 2020, indicating a significant acceleration in the transition towards sustainable transportation.
Growing interest in electric cars (EVs)
There are a growing number of factors that are driving the demand for electric vehicles (EVs). Governments all over the world are imposing stricter emission laws, which are driving automakers to switch to greener modes of transportation. Concurrently, consumers' inclinations toward environmentally conscious and climate change-mitigating sustainable modes of travel are growing. Additionally, automakers have responded to this growing demand by offering a wider range of electric vehicles in different segments, from luxury SUVs to small city cars.
Risks and dependencies in the supply chain
Numerous dependencies and risks affect the global supply chain for automotive traction motors, which may have an effect on availability and production. Because of supply chain risks brought on by commodity price fluctuations and geopolitical tensions, the manufacture of permanent magnet traction motors depends on rare earth materials like dysprosium and neodymium. Furthermore, events like pandemics, trade disputes, or natural disasters can cause supply chain disruptions that cause shortages of essential parts and delays in production.
Developments in battery technology
The market for automotive traction motors is highly promising due to the continuous progress in battery technology. Innovations in lithium-ion battery chemistry, like lithium-sulfur and solid-state batteries, offer increased safety features, quicker charging times, and greater energy density. Moreover, these developments may increase the driving range and overall performance of electric cars, increasing the need for stronger and more effective traction motors.
Obsolescence of technology
Businesses in the automotive traction motor sector face the risk of technological obsolescence due to the quick advancements in motor technology and the changing preferences of their clientele. Lowered sales and a smaller market share can result from products that fall behind the times and lose their market value when technology advances. Additionally, to stay competitive and ensure that their products comply with industry standards and laws, businesses need to make research and development investments in order to stay ahead of emerging trends and customer demands.
The COVID-19 pandemic has had a substantial effect on the market for automotive traction motors, resulting in disruptions to the manufacturing process, supply chain, and consumer demand. Vehicle production and sales have sharply declined as a result of lockdown procedures, travel restrictions, and temporary closures of automotive production facilities. This has a direct impact on the demand for traction motors. Furthermore, manufacturers of traction motors have also experienced decreased production capacity and longer lead times as a result of supply chain disruptions, which include shortages of components and raw materials.
The 200-400 kW segment is expected to be the largest during the forecast period
The automotive transmission motor market is dominated by the 200-400 kW segment. The primary factor contributing to this segment's dominance is its suitability for a broad variety of electric vehicles, such as high-performance electric cars, commercial vehicles, and passenger cars. This power range of motors combines power, efficiency, and affordability in a way that makes them perfect for driving on both urban and highway surfaces. Moreover, manufacturers are using 200-400 kW motors more frequently in order to satisfy customer demand for higher-performance electric vehicles and stricter emission regulations.
The Permanent Magnet Synchronous Motors (PMSM) segment is expected to have the highest CAGR during the forecast period
In the automotive traction motor market, the Permanent Magnet Synchronous Motors (PMSM) segment is anticipated to grow at the highest CAGR. The superior performance characteristics, high power density, and superior efficiency of PMSMs over other motor types are the driving forces behind this growth. Longer driving ranges and better energy efficiency are possible with PMSMs because they provide excellent torque control and efficiency, which are critical for electric vehicle applications. Additionally, PMSM performance and cost-effectiveness are being further improved by continuous advancements in permanent magnet materials and motor design, which are drawing the attention of electric vehicle manufacturers.
Due to factors including the fast-growing electric vehicle (EV) market, government incentives encouraging EV adoption, and the presence of important automotive manufacturing hubs, the Asia-Pacific region holds the largest share of the global market for traction motors for automobiles. The demand for traction motors is increased by the fact that nations like China, Japan, and South Korea are leading the way in the production of electric vehicles and technological innovation. Furthermore, the adoption of electric vehicles in the region has been accelerated by favorable government policies like tax breaks, subsidies, and strict emission regulations, which have further fueled the growth of the automotive traction motor market.
In the automotive traction motor market, the Europe region is projected to exhibit the highest CAGR. Stricter emission regulations, rising infrastructure investments for electric vehicles (EVs), and consumer preference for environmentally friendly transportation options are some of the factors supporting this growth. EV production and adoption are accelerating as a result of the European Union's aggressive carbon emission reduction targets, which are being implemented by automakers. Moreover, government programs like grants, tax breaks, and subsidies for EV purchases are encouraging consumer demand for traction-motor-equipped electric cars.
Key players in the market
Some of the key players in Automotive Traction Motor market include Denso Corporation, BorgWarner Inc, General Electric Co, BYD Company, Johnson Electric, ABB, Ltd, Toshiba Corporation, Mitsubishi Electric Corporation, Caterpillar Inc, Eaton Corporation, Hitachi, Ltd, MAHLE GmbH, Continental AG, Nidec Corporation, Siemens AG, Robert Bosch GmbH and Tesla Inc.
In February 2024, Chinese electric vehicle giant BYD Co. Ltd. has signed a preliminary land purchase agreement to build its first European electric passenger car plant in Szeged, Hungary. BYD didn't disclose how much it would be spending on the new plant. The Chinese firm has operated an electric bus plant in Hungary since 2016 and has said it invested 20 million euro ($21.7 million) to build the bus factory.
In November 2023, BorgWarner has reached an agreement with a major global OEM to supply its 400V high voltage coolant heaters (HVCH) for the automaker's European light vehicle program. The anticipated start of production for the HVCH technology is in 2026. This business win marks the second HVCH contract secured with the global automaker over the course of two months, with the wins spanning different regions.
In March 2023, Denso Corporation and Toyota Partner With Electreon to Develop Wireless Charging Technology. Electreon has announced an agreement to jointly develop wireless charging technology with Toyota Motor Corporation and DENSO Corporation. The agreement follows a successful technology evaluation conducted at Electreon's headquarters in Beit Yanai, Israel, in which technical teams from TOYOTA and DENSO participated.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.