市場調查報告書
商品編碼
1503412
到 2030 年汽車傳動軸市場預測:按產品類型、車型、材料類型、位置類型、銷售管道、最終用戶和地區進行的全球分析Automotive Drive Shaft Market Forecasts to 2030 - Global Analysis By Product Type, Vehicle Type, Material Type, Position Type, Sales Channel, End User and By Geography |
根據Stratistics MRC預測,2024年全球汽車傳動軸市場規模將達到742億美元,預計2030年將達到1,210億美元,預測期內複合年成長率為8.5%。
汽車傳動軸,也稱為傳動軸,是用於將扭矩和旋轉從引擎和變速箱傳遞到車輛車輪的機械部件。在後輪驅動、四輪驅動和全輪驅動車中,它將變速箱與差速器連接起來,而差速器在將動力傳遞到車輪方面起著重要作用。傳動軸通常由鋼或鋁製成,需要強度和平衡來應對高速和變化負載的壓力。
根據中國工業協會預測,2022年7月中國汽車銷量將混合動力汽車成長至242萬輛,與前一年同期比較增29.7%,其中新能源汽車銷量與前一年同期比較成長120%。
電動車 (EV) 需求增加
電動車 (EV) 需求的不斷成長對市場產生了重大影響。隨著電動車變得越來越流行,製造商正在開發先進的輕型傳動軸以提高效率和性能。這種激增是由環境問題、政府法規和消費者對永續交通的偏好所推動的。因此,市場正在經歷向為電動車應用量身定做的創新材料和設計的轉變,確保與電力傳動系統的兼容性,並有助於提高車輛整體效率和減少排放。
汽車供應鏈中斷
由於供應鏈中斷,市場面臨重大挑戰。全球半導體短缺、物流延誤和原料價格波動等因素造成的這些中斷阻礙了傳動軸的及時生產和交付。此外,地緣政治緊張局勢和貿易限制正在加劇這些問題,導致成本上升和生產延誤。製造商被迫探索替代籌資策略並提高供應鏈彈性,以減輕這些干擾並維持市場穩定。
嚴格的排放氣體法規
市場上嚴格的排放氣體法規正在推動重大變化。世界各國政府正在製定更嚴格的標準來減少車輛排放氣體,迫使製造商採用先進的材料和技術。這項轉變旨在提高燃油效率並最大限度地減少對環境的影響。對碳纖維和鋁等輕質、高強度材料的日益關注對於合規性至關重要。因此,傳動軸製造商正在創新以滿足這些法規,促進永續性並減少汽車產業的碳排放。
原物料價格波動
由於原物料價格特別是鋼鐵和鋁價格的波動,市場面臨挑戰。這些價格波動會影響製造成本和利潤率,導致產品價格不穩定。製造商必須透過最佳化供應鏈和談判長期合約來適應,以減輕這些影響。此外,雖然技術進步和替代材料可能提供解決方案,但對市場趨勢的持續監控對於保持競爭力和確保穩定的生產成本仍然至關重要。
COVID-19 大流行嚴重擾亂了汽車傳動軸市場,由於生產停頓和汽車銷售下降,導致需求急劇下降。供應鏈中斷導致原料和零件短缺,進一步阻礙生產。然而,隨著限制的放鬆,隨著汽車生產的恢復和私家車需求的增加,市場開始復甦。向電動車的轉變也為先進傳動軸技術創造了新的成長機會。
預計鋁業在預測期內將成為最大的行業
預計鋁在預測期內將佔據主導地位。由於其輕質且耐用的特性,鋁在傳動軸製造中比傳統鋼越來越受到青睞。這項變化主要是由汽車產業對提高燃油效率和性能的追求所推動的。鋁優異的強度重量比不僅可以減輕車輛重量,還有助於降低排放氣體並改善操控動力。
預計建築業在預測期內複合年成長率最高。
預計建築業在預測期內複合年成長率最高。製造商正致力於開發輕質且耐用的傳動軸,以提高車輛性能和燃油效率。此外,電動和混合動力汽車產量的增加進一步支持市場擴張,並鼓勵對創新驅動軸解決方案的研發投資。汽車傳動軸產業的建設熱潮反映了該產業對不斷變化的消費者偏好和監管標準的動態反應。
由於汽車行業蓬勃發展、技術進步以及對省油車的需求不斷增加等因素,預計北美將在預測期內佔據最大的市場佔有率。專注於創新和永續性,主要企業正在投資研發以推出輕量耐用的傳動軸。此外,嚴格的排放法規進一步推動了市場成長,因為製造商努力滿足合規標準,同時確保最佳的車輛性能。
預計亞太地區在預測期內將維持最高的複合年成長率。該地區正在經歷快速的都市化,導致對汽車(包括乘用車和商用車)的需求增加。汽車銷量的激增直接影響了傳動軸的需求。嚴格的燃油經濟性和排放法規正在推動汽車製造商在汽車零件(包括傳動軸)中使用輕量材料和先進技術,以提高性能並滿足監管標準。
According to Stratistics MRC, the Global Automotive Drive Shaft Market is accounted for $74.2 billion in 2024 and is expected to reach $121.0 billion by 2030 growing at a CAGR of 8.5% during the forecast period. An automotive drive shaft, also known as a propeller shaft, is a mechanical component used to transmit torque and rotation from the engine and transmission to the vehicle's wheels. It plays a crucial role in rear-wheel drive, four-wheel drive, and all-wheel drive vehicles by connecting the transmission to the differential, which then transfers power to the wheels. Typically made of steel or aluminum, the drive shaft must be strong and balanced to handle the stresses of high-speed rotation and varying loads.
According to the China Association of Automobile Manufacturers (CAAM), China's auto sales surged 29.7% in July 2022, standing at 2.42 million units, compared to the previous year, and Sales of new energy vehicles, which include pure electric vehicles, plug-in hybrids, and hydrogen fuel-cell vehicles, increased 120% in July 2022 from the previous year.
Increasing demand for electric vehicles (EVs)
The increasing demand for electric vehicles (EVs) is significantly impacting the market. As EV adoption grows, manufacturers are developing advanced, lightweight drive shafts to enhance efficiency and performance. This surge is driven by environmental concerns, government regulations, and consumer preference for sustainable transportation. Consequently, the market is experiencing a shift towards innovative materials and designs tailored for EV applications, ensuring compatibility with electric drivetrains and contributing to overall vehicle efficiency and reduced emissions.
Disruptions in the automotive supply chain
The market faces significant challenges due to disruptions in the supply chain. These disruptions, caused by factors such as global semiconductor shortages, logistical delays, and fluctuating raw material prices, hinder the timely production and delivery of drive shafts. Additionally, geopolitical tensions and trade restrictions exacerbate these issues, leading to increased costs and production delays. Manufacturers are compelled to seek alternative sourcing strategies and enhance supply chain resilience to mitigate these disruptions and maintain market stability.
Stringent emission regulations
Stringent emission regulations in the market are driving significant changes. Governments worldwide are enforcing stricter standards to reduce vehicle emissions, compelling manufacturers to adopt advanced materials and technologies. This shift aims to enhance fuel efficiency and minimize environmental impact. The increased focus on lightweight, high-strength materials, such as carbon fiber and aluminum, is crucial for compliance. As a result, drive shaft manufacturers are innovating to meet these regulations, promoting sustainability and reducing the automotive industry's carbon footprint.
Fluctuating raw material prices
The market faces challenges due to fluctuating raw material prices, particularly steel and aluminum. These price variations impact manufacturing costs and profit margins, leading to potential instability in product pricing. Manufacturers must adapt by optimizing supply chains and negotiating long-term contracts to mitigate these effects. Additionally, technological advancements and alternative materials may offer solutions, but consistent monitoring of market trends remains essential for maintaining competitiveness and ensuring stable production costs.
The COVID-19 pandemic significantly disrupted the automotive drive shaft market, causing a steep decline in demand due to halted manufacturing and reduced vehicle sales. Supply chain disruptions led to shortages of raw materials and components, further hindering production. However, as restrictions eased, the market began to recover, driven by renewed automotive production and increased demand for personal vehicles. The shift towards electric vehicles also presented new growth opportunities for advanced drive shaft technologies.
The aluminum segment is expected to be the largest during the forecast period
The aluminum is expected to be the largest during the forecast period. With its lightweight yet durable properties, aluminum is increasingly favored over traditional steel in drive shaft manufacturing. This shift is primarily driven by the automotive industry's quest for enhanced fuel efficiency and performance. Aluminum's excellent strength-to-weight ratio not only reduces vehicle weight but also contributes to lower emissions and improved handling dynamics.
The construction segment is expected to have the highest CAGR during the forecast period
The construction segment is expected to have the highest CAGR during the forecast period. Manufacturers are focusing on developing lightweight yet durable drive shafts to enhance vehicle performance and fuel economy. Additionally, the growing production of electric and hybrid vehicles is further propelling market expansion, prompting investments in research and development for innovative drive shaft solutions. This construction boom in the automotive drive shaft sector reflects the industry's dynamic response to evolving consumer preferences and regulatory standards.
North America is projected to hold the largest market share during the forecast period driven by factors such as the region's strong automotive industry, technological advancements, and increasing demand for fuel-efficient vehicles. With a focus on innovation and sustainability, key players are investing in research and development to introduce lightweight and durable drive shafts. Additionally, stringent emission regulations are further propelling market growth as manufacturers strive to meet compliance standards while ensuring optimal vehicle performance.
Asia Pacific is projected to hold the highest CAGR over the forecast period. The region is experiencing rapid urbanization, leading to increased demand for automobiles, including passenger cars and commercial vehicles. This surge in automotive sales directly impacts the demand for drive shafts. Stringent regulations related to fuel efficiency and emissions have prompted automakers to adopt lightweight materials and advanced technologies in vehicle components, including drive shafts, to enhance performance and meet regulatory standards.
Key players in the market
Some of the key players in Automotive Drive Shaft Market include Dana Incorporated, Hyundai Wia Corporation, Nexteer Automotive, Meritor, Inc., Yamada Manufacturing Co., Ltd., GSP Automotive Group Wenzhou Co., Ltd., Dorman Products, Inc., Heri Automotive, Inc., Dynamax Industries, Showa Corporation, American Axle & Manufacturing Co. Ltd, Wanxiang Qianchao Co. Ltd and JTEKT Corporation.
In January 2023, Dana Cardenas opened a new USD 21 million plant in Queretaro, Mexico, with a production line that will make Toyota components. The first production line, which already began with 110 employees, will be joined by two more lines later in 2023 for a total annual production of 545,000 units with 300 employees.
In December 2022, JTEKT Corporation (JTEKT) announced the adoption of their "low-vibration drive shaft" for Toyota Motor Corporation's Lexus RX front-wheel drive. The low-vibration drive shaft uses an "opposite groove construction," in which 6 balls are incorporated in the ball joint on the tire side, and the pushing loads of the opposing three balls cancel each other out, reducing internal friction by half.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.