市場調查報告書
商品編碼
1511300
電力驅動裝置的全球市場:分析 - 按產品、按冷卻劑、按驅動類型、按應用、按地區、預測(至 2030 年)Electric Drive Unit Market Forecasts to 2030 - Global Analysis By Product, Coolant, Drive Type, Application and by Geography |
預計2024年全球電力驅動裝置市場規模將達241.6億美元,預測期內複合年成長率為20.8%,2030年將達750.8億美元。
電動車和混合動力汽車都必不可少的是電力驅動單元 (EDU),它將電池中的電能轉化為機械能以驅動車輪。 EDU 將馬達、電力電子設備和變速箱等關鍵系統整合到小型且有效的封裝中。電力電子控制並最佳化馬達產生的扭矩,確保平穩加速和減速。此外,變速箱會根據駕駛條件的變化調整馬達的輸出,確保動力和效率之間的平衡。
根據國際能源總署(IEA)預測,2022年全球電動車銷售將突破1,000萬輛,標誌著永續交通轉型的重要里程碑。
人們對電動車 (EV) 的興趣與日俱增
世界向永續性和減少對石化燃料的依賴的轉變正在加速電動車的採用。電動車營業成本低、排放氣體低,隨著消費者對環境問題的認知不斷增強,電動車越來越受到個人和企業的歡迎。此外,有預測稱,未來10年電動車的市場佔有率將大幅增加,並且這一趨勢預計將持續下去。因此,對操作電動車所需的 EDU 的需求也在增加。
Start-Ups成本高
由於電池和電力驅動單元 (EDU) 等組件成本較高,電動車 (EV) 的初始成本仍然高於傳統內燃機汽車。儘管技術和製造技術有所改進,但電池用鋰和馬達用稀土等原料的價格仍在持續上漲。此外,這種成本差異可能會阻止買家,特別是在價格敏感的市場,從而限制 EDU 市場的擴張。
開發永續能源來源
隨著太陽能、風能和水力發電等再生能源來源的發展,電動車充電變得更加永續。隨著可再生能源在全球能源結構中所佔的比重越來越大,電動車的環境效益將會增加。此外,可再生能源和電動車之間的協同效應可能會增加對 EDU 的需求,使電動車對政府和有環保意識的消費者更具吸引力。
內燃機競賽
儘管電動車(EV)興起,內燃機汽車(ICE)仍繼續主導全球汽車市場。由於基礎設施改善、初始成本低和便利性,傳統汽油和柴油汽車繼續獲得許多消費者的支持。此外,電力驅動單元(EDU)市場受到內燃機汽車(ICE)持續流行的威脅,阻礙了電動車的廣泛採用。
汽車產業受到 COVID-19 大流行的嚴重影響,這也影響了電動驅動單元 (EDU) 市場。全球封鎖和供應鏈中斷最初導致汽車銷售和產量急劇下降,影響了傳統汽車和電動車。面對經濟的不確定性,消費者信心下降,新車需求下降。此外,隨著疫情的蔓延,由於對環境永續性和公共衛生的日益擔憂,人們對電動車等綠色交通途徑的偏好變得明顯。
電池電動車 (BEV) 領域預計將在預測期內成為最大的細分市場
純電動車(BEV)目前佔據電力驅動裝置市場的最大佔有率。純電動車 (BEV) 僅依靠電池中儲存的電力運行,因此不需要內燃機。由於環保意識的增強、政府對零排放汽車的補貼以及降低成本和延長續航里程的電池技術的開拓,該市場正在迅速成長。此外,主要汽車製造商正在大力投資純電動車並增加電動車的範圍,以滿足更嚴格的排放法規並增加消費者對環保交通途徑的需求。
預計汽車領域在預測期內複合年成長率最高
在電動驅動裝置市場中,汽車產業的複合年成長率最高。日益嚴格的環境法規、電池技術的突破以及消費者對綠色交通途徑的偏好正在推動全球對電動車 (EV) 的需求,從而推動這一成長。汽車製造商正在大力投資電力驅動趨勢,以滿足嚴格的排放法規,並從日益成長的清潔能源解決方案趨勢中受益。此外,電動驅動單元市場的汽車領域包括多種車輛,例如轎車、卡車、商用車以及電動巴士和卡車等特殊車輛。
亞太地區在電動驅動裝置市場中佔最大佔有率。促成這一優勢的因素有很多,包括韓國、日本和中國等國家電動車 (EV) 的大量生產和使用。政府支持電動車的舉措以及對電池製造和電動車充電站基礎設施的大量投資推動了亞太地區的市場成長。此外,該地區在電動驅動裝置市場的主導地位很大程度上歸功於主要汽車製造商的存在和電動傳動系統技術的開拓。
北美在電動驅動裝置市場的複合年成長率最高。嚴格的排放法規、鼓勵使用電動車(EV)的政府補貼以及可靠的電動車充電基礎設施正在推動這項擴張。製造商的大量投資以及電池和電動傳動系統技術的發展使美國和加拿大處於電動車市場的前沿。此外,消費者對環保交通途徑的意識和偏好的提高正在推動北美對電力驅動裝置的需求。
According to Stratistics MRC, the Global Electric Drive Unit Market is accounted for $24.16 billion in 2024 and is expected to reach $75.08 billion by 2030 growing at a CAGR of 20.8% during the forecast period. An essential part of both electric and hybrid cars are the electric drive unit (EDU), which transforms electrical energy from the battery into mechanical energy to move the wheels. It combines the electric motor, power electronics, and transmission, among other important systems, into a small, effective package. The power electronics control and optimize the torque produced by the electric motor to provide smooth acceleration and deceleration. Moreover, power and efficiency are balanced as the transmission adjusts the motor's output to the changing driving conditions.
According to the International Energy Agency (IEA), global electric vehicle sales reached over 10 million in 2022, marking a significant milestone in the transition towards sustainable transportation.
Growing interest in electric cars (EVs)
The adoption of electric vehicles is accelerating due to the global shift towards sustainability and a reduction in reliance on fossil fuels. Due to their lower operating costs and lower emissions, EVs are becoming more and more popular among individuals and businesses as consumer awareness of environmental issues grows. Additionally, projections indicate that over the next ten years, the market share of EVs is expected to grow significantly, indicating that this trend will continue. As a result, there is a corresponding rise in demand for EDUs, which are necessary for EV operation.
High start-up expense
Due to the high cost of parts like batteries and electric drive units (EDUs), the initial cost of electric vehicles (EVs) is still higher than that of conventional internal combustion engine vehicles. The price of raw materials like lithium for batteries and rare earth metals for motors continues to rise despite improvements in technology and manufacturing techniques. Furthermore, this cost difference has the potential to turn away buyers, particularly in price-sensitive markets, which would limit the expansion of the EDU market.
Development of sustainable energy sources
Electric vehicle charging is becoming more sustainable owing to the development of renewable energy sources like solar, wind, and hydroelectric power. The environmental advantages of EVs grow as renewable energy becomes a larger portion of the world's energy mix. Moreover, the demand for EDUs may increase as a result of the synergy between renewable energy and electric vehicles, which can make EVs more appealing to governments and environmentally conscious consumers.
Internal combustion engine competition
Internal combustion engine (ICE) vehicles continue to rule the global automotive markets despite the rise of electric vehicles (EVs). Because of their well-established infrastructure, cheaper initial costs, and perceived convenience, traditional gasoline and diesel-powered vehicles continue to garner the loyalty of many consumers. Additionally, the market for electric drive units (EDUs) is threatened by the sustained popularity of internal combustion engine (ICE) vehicles, which will prevent EVs from being widely adopted.
The automotive industry was significantly impacted by the COVID-19 pandemic, which also affected the market for electric drive units (EDUs). Global lockdowns and supply chain disruptions initially caused a precipitous drop in car sales and production, which affected both conventional and electric vehicles. In the face of economic uncertainty, consumer confidence declined, which reduced demand for new cars. Furthermore, as the pandemic spread, there was a discernible shift in favour of greener transportation options, such as electric cars, motivated by increased concern for environmental sustainability and public health.
The Battery Electric Vehicles (BEV) segment is expected to be the largest during the forecast period
In the market for electric drive units, battery electric vehicles (BEVs) presently have the largest share. Battery-electric vehicles (BEVs) do not require internal combustion engines because they run entirely on electricity stored in batteries. This market has grown quickly due to rising environmental consciousness, government subsidies for zero-emission cars, and developments in battery technology that lower costs and increase range. Moreover, major automakers are making significant investments in BEVs and increasing the range of electric vehicles they offer to satisfy stricter emissions regulations and growing consumer demand for environmentally friendly transportation options.
The Automotive segment is expected to have the highest CAGR during the forecast period
In the electric drive unit market, the automotive segment has the highest CAGR. Rising environmental regulations, battery technology breakthroughs, and consumer preference for environmentally friendly transportation options are all contributing factors to the global demand for electric vehicles (EVs), which is driving this growth. To meet strict emissions regulations and profit from the expanding trend towards cleaner energy solutions, automakers are heavily investing in electric drive trains. Additionally, a broad variety of automobiles, including passenger cars, trucks, and commercial vehicles, as well as specialty vehicles like electric buses and trucks, are included in the automotive segment of the Electric Drive Unit Market.
Asia-Pacific (APAC) holds the largest market share for electric drive units. Numerous factors contribute to this dominance, including the significant production and use of electric vehicles (EVs) in nations like South Korea, Japan, and China. APAC's market growth has accelerated due to government initiatives supporting electric mobility and significant investments in battery manufacturing and EV charging station infrastructure. Furthermore, the region's dominance in the electric drive unit market is also largely due to the existence of large automakers and technological developments in electric drive trains.
North America has the highest CAGR in the market for electric drive units. Tight emission limits, government subsidies encouraging the use of electric vehicles (EVs), and a reliable infrastructure for EV charging are driving this expansion. Owing to large manufacturer investments and developments in battery and electric drive train technologies, the United States and Canada are at the forefront of the electric vehicle market. Additionally, North America's need for electric drive units is being driven by rising consumer awareness of and preference for environmentally friendly transportation options.
Key players in the market
Some of the key players in Electric Drive Unit market include Schneider Electric, Fuji Electric, Dana Incorporated, Magna International Inc., BorgWarner Inc., Hitachi Automotive Systems, Emerson Electric, Robert Bosch GmbH, Mitsubishi Electric, Schaeffler AG, ABB, Nidec Corporation, Siemens, Continental AG, MAHLE Polska Sp. z o.o, ZF Friedrichshafen AG and Yaskawa Electric.
In February 2024, Schneider Electric, a digital energy and automation Manager Company recently announced its investment in a portfolio of Texas-based clean energy projects. Through this, it utilized a Tax Credit Transfer Agreement (TCTA) for solar and battery storage systems developed, built, and operated by ENGIE North America (ENGIE).
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 August 2023, Emerson announced a definitive agreement to acquire FLEXIM Flexible IndustriemeBtechnik GmbH ("Flexim"), a global leader in clamp-on ultrasonic flow measurement for liquids, gases and steam. Headquartered in Berlin, Germany, Flexim brings highly differentiated, complementary technology and strong customer relationships to Emerson, with an installed base of more than 100,000 flowmeters, as well as approximately 450 employees.