市場調查報告書
商品編碼
1587655
到 2030 年電動商用車牽引馬達市場預測:按設計、車型、功率、馬達類型、變速箱、車軸架構、應用和區域進行全球分析Electric Commercial Vehicle Traction Motor Market Forecasts to 2030 - Global Analysis By Design (Radial Flux, Axial Flux and Other Designs), Vehicle Type, Power Output, Motor Type, Transmission, Axle Architecture, Application and By Geography |
根據Stratistics MRC預測,2024年全球電動商用車牽引馬達市場規模將達21億美元,預計2030年將達到41億美元,預測期內複合年成長率為11.8%。
電動商用車牽引馬達是一種專門設計用於驅動卡車、巴士和貨車等電動商用車車輪的馬達。這些馬達將車輛電池的電能轉化為機械能,從而實現高效的推進和運動。牽引馬達對於提高性能、扭矩和加速度,同時最大限度地減少能耗和排放氣體至關重要。牽引馬達透過支援商用車輛的電氣化,在向永續交通轉型的過程中發揮關鍵作用。
電池技術成本降低
較低的電池價格將降低電動車的總成本,使其相對於傳統內燃機汽車更具競爭力。隨著電池變得更有效率、續航里程更長並縮短充電時間,消費者的信心也隨之增強。這項變更不僅將提高電動商用車的採用率,還將鼓勵製造商投資先進的牽引馬達技術,進一步加速市場成長。
充電基礎設施有限
充電站的接入不足使車隊營運商難以有效管理路線,並增加了充電期間的停機時間。與傳統車輛相比,這種不確定性可能會導致成本增加和物流複雜性增加。此外,如果沒有強大的充電網路,企業可能不願意投資電動商用車,從而減緩市場成長並減緩向永續交通解決方案的過渡。
永續性關注永續發展
該公司正在尋求減少碳排放,從而增加對電動商用車 (ECV) 的投資,電動商用車利用牽引馬達實現高效推進。隨著各國政府實施更嚴格的排放法規並獎勵採用電動車,企業越來越有動力放棄傳統的柴油車。這種轉變不僅滿足了環保目標,還提高了品牌聲譽,使電動商用車對車隊營運商和消費者都具有吸引力,從而推動市場成長。
原物料價格波動
鋰、鈷和稀土元素等原料的價格波動對於電池和馬達的生產至關重要,而這種價格波動可能會導致不可預測的製造成本。這種不確定性可能會限制電動車生產和創新的投資,導致最終消費者的價格上漲。此外,製造商可能在長期規劃和供應鏈穩定性方面面臨困難,最終將阻礙電動商用車的成長和採用。
COVID-19 的影響
COVID-19 大流行對電動商用車牽引馬達市場產生了重大影響,導致供應鏈和製造業務中斷。停工和限制措施減緩了生產速度並推遲了車輛交付。然而,隨著企業尋求永續的解決方案來減少排放氣體和營運成本,這場危機也加速了向電氣化的轉變。在消費行為變化的背景下,物流配送領域對電動車的需求增加。
預計公共汽車和乘用車領域在預測期內將是最大的
由於對永續大眾交通工具解決方案的需求,預計巴士和客車市場將出現良好成長。隨著都市化程度的提高和對環境問題的日益關注,越來越多的城市開始採用電動公車來減少排放氣體並改善空氣品質。此外,牽引馬達技術的進步正在提高效率、性能和續航里程,使電動公車對營運商更具吸引力。該細分市場的擴張將支持基礎設施發展、增加充電網路並促進電動車技術創新,從而使整個市場受益。
預計公路領域在預測期內複合年成長率最高
由於對用於物流、公共運輸和貨運的電動卡車、巴士和貨車的高需求,預計公路領域在預測期內將出現最高的複合年成長率。此外,電池技術和充電基礎設施的進步使電動式公路車輛對車隊營運商來說更加可行和有吸引力。隨著都市化的不斷加快,公路應用中對永續交通解決方案的需求持續成長,進一步推動市場成長。
由於都市化進程的加速、政府舉措以及對環境問題的日益關注,亞太地區預計將在預測期內佔據最大的市場佔有率。中國、日本和印度等國家在電動車基礎設施方面進行了大量投資,並制定了推廣電動商用車的優惠政策,處於領先主導。該地區牽引馬達技術取得了進步,效率和性能不斷提高。此外,物流和電子商務領域的擴張正在推動電動卡車和巴士的需求,使亞太地區成為全球電動商用車市場的關鍵參與者。
由於對電動車技術的投資增加以及對促進永續性的政府政策的支持,預計北美在預測期內將呈現最高的複合年成長率。主要企業都致力於開發高性能牽引馬達,以提高車輛效率和續航里程。充電基礎設施的擴大和消費者對環境問題意識的增強進一步刺激了該地區的需求。此外,電池技術的進步正在推動電動商用車在物流和運輸領域的採用。北美強大的汽車工業格局使該國成為全球電動商用車市場的主要參與者。
According to Stratistics MRC, the Global Electric Commercial Vehicle Traction Motor Market is accounted for $2.1 billion in 2024 and is expected to reach $4.10 billion by 2030 growing at a CAGR of 11.8% during the forecast period. An Electric Commercial Vehicle Traction Motor is a type of electric motor specifically designed to drive the wheels of electric commercial vehicles, such as trucks, buses, and vans. These motors convert electrical energy from the vehicle's battery into mechanical power, enabling efficient propulsion and movement. Traction motors are crucial for enhancing performance, torque, and acceleration while minimizing energy consumption and emissions. They play a key role in the transition to sustainable transportation by supporting the electrification of commercial fleets.
Cost reduction in battery technology
Lower battery prices reduce the overall cost of electric vehicles, enhancing their competitiveness against traditional internal combustion engine vehicles. As batteries become more efficient, offering longer ranges and faster charging times, consumer confidence increases. This shift not only drives higher adoption rates of electric commercial vehicles but also encourages manufacturers to invest in advanced traction motor technologies, further accelerating market growth.
Limited charging infrastructure
Inadequate access to charging stations makes it challenging for fleet operators to manage routes efficiently and increases operational downtime during recharging. This uncertainty can lead to higher costs and logistical complications compared to traditional vehicles. Additionally, without a robust charging network, companies may hesitate to invest in electric commercial vehicles, slowing market growth and delaying the transition to sustainable transportation solutions.
Increased focus on sustainability
Companies are seeking to reduce their carbon footprints, leading to greater investments in electric commercial vehicles (ECVs) that utilize traction motors for efficient propulsion. Governments are implementing stricter emission regulations and offering incentives for electric vehicle adoption, further motivating businesses to transition from traditional diesel fleets. This shift not only meets environmental goals but also enhances brand reputation, making electric commercial vehicles more attractive to fleet operators and consumers alike, thereby propels the growth of the market.
Fluctuating raw material prices
Fluctuating raw material prices such as lithium, cobalt, and rare earth elements are essential for manufacturing batteries and motors, and their price volatility can lead to unpredictable manufacturing expenses. This uncertainty may deter investment in electric vehicle production and innovation, resulting in higher prices for end consumers. Additionally, manufacturers may face difficulties in long-term planning and supply chain stability, ultimately hindering the growth and adoption of electric commercial vehicles.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the Electric Commercial Vehicle Traction Motor market, causing disruptions in supply chains and manufacturing operations. Lockdowns and restrictions slowed production, leading to delays in vehicle deliveries. However, the crisis also accelerated the shift towards electrification as businesses sought sustainable solutions to reduce emissions and operational costs. Increased demand for electric vehicles in logistics and delivery sectors emerged, driven by changing consumer behaviours.
The buses & coaches segment is expected to be the largest during the forecast period
The buses & coaches segment is estimated to have a lucrative growth, due to the demand for sustainable public transportation solutions. With rising urbanization and environmental concerns, cities are increasingly adopting electric buses to reduce emissions and improve air quality. Additionally, advancements in traction motor technology enhance efficiency, performance, and range, making electric buses more attractive to operators. This segment's expansion supports infrastructure development, increases charging networks, and fosters innovation in electric vehicle technologies, benefiting the entire market.
The on-highway segment is expected to have the highest CAGR during the forecast period
The on-highway segment is anticipated to witness the highest CAGR growth during the forecast period, due to high demand for electric trucks, buses, and vans used in logistics, public transportation, and freight delivery. Additionally, advancements in battery technology and charging infrastructure enhance the feasibility of electric on-highway vehicles, making them more appealing to fleet operators. As urbanization grows, the need for sustainable transport solutions in on-highway applications continues to rise, further boosting market growth.
Asia Pacific is projected to hold the largest market share during the forecast period due to increased urbanization, government initiatives, and rising environmental concerns. Countries like China, Japan, and India are leading the charge, with significant investments in electric vehicle infrastructure and favourable policies promoting electric commercial vehicles. The region is witnessing advancements in traction motor technology, enhancing efficiency and performance. Additionally, the growing logistics and e-commerce sectors are boosting demand for electric trucks and buses, positioning Asia Pacific as a key player in the global electric commercial vehicle market.
North America is projected to have the highest CAGR over the forecast period, owing to increased investments in electric vehicle technology and supportive government policies promoting sustainability. Major players are focusing on developing high-performance traction motors to enhance vehicle efficiency and range. The region's expanding charging infrastructure and rising consumer awareness of environmental issues further stimulate demand. Additionally, the logistics and transportation sectors are increasingly adopting electric commercial vehicles, bolstered by advancements in battery technology. North America's strong automotive industry landscape positions it as a key player in the global electric commercial vehicle market.
Key players in the market
Some of the key players profiled in the Electric Commercial Vehicle Traction Motor Market include Bosch (Robert Bosch GmbH), Nidec Corporation, Siemens AG, Toshiba Corporation, ZF Friedrichshafen AG, BorgWarner Inc., Danfoss Power Solutions, ABB Ltd., Tesla, Inc., Continental AG, Dana Incorporated, YASA Limited, Magna International Inc., Hitachi Automotive Systems, Ltd., Mitsubishi Electric Corporation, Wolong Electric Group, Wabtec Corporation, AMETEK, Inc., Mahle GmbH and Valeo S.A.
In July 2024, Toshiba made a significant corporate venture capital investment in Quantonation II, a European quantum technology fund. This collaboration aims to accelerate quantum technology development and support the global quantum ecosystem, driving innovations in quantum internet and secure communications.
In January 2024, ABB extended its partnership with the ABB FIA Formula E World Championship, focusing on sustainability and innovation in electric mobility. The collaboration not only enhances ABB's brand visibility but also contributes to the advancement of electric vehicle technologies and sustainable practices in the transportation sector.
In December 2023, Siemens and Intel signed a Memorandum of Understanding to enhance semiconductor manufacturing efficiency and sustainability. The partnership will focus on advancing digitalization, evolving factory operations, and supporting a resilient global industry ecosystem
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.