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市場調查報告書
商品編碼
1603763
到 2030 年汽車電橋市場預測:按類型、零件、車型、額定功率、軸類型、應用和地區進行全球分析Automotive E-Axle Market Forecasts to 2030 - Global Analysis By Type (Front axle, Rear axle and Other Types), Component, Vehicle Type, Power Rating, Shaft Type, Application and By Geography |
根據 Stratistics MRC 的數據,2024 年全球汽車電橋市場規模為 232.8 億美元,預計到 2030 年將達到 1,730.6 億美元,預測期內複合年成長率為 39.7%。
汽車電橋是集馬達、電力電子和變速箱於一體,也稱為電動車橋。它透過有效地將動力從馬達傳輸到車輪來取代傳統的內燃機傳動系統。在電動傳動系統中,電子車橋可提高性能、減輕重量並提高能源效率。
根據國際能源總署(IEA)2021年4月發布的全球電動車年度展望報告,2020年推出了約370款電動車。
電動車 (EV) 需求不斷成長
如果沒有電子車橋,現代電動車將是不完整的,電子車橋將馬達、電力電子設備和變速箱整合到一個緊湊的單元中,從而提高車輛性能和能源經濟性。隨著汽車製造商轉向電動動力傳動系統系統以滿足排放氣體法規和環境目標,電子車橋是一種結合了馬達、電力電子設備和變速箱的完全整合驅動解決方案,對於提高電動車的效率至關重要。電動車橋提供更高的功率密度、減輕的重量和增加的行駛里程,這對於電動車的性能至關重要。在政府獎勵和消費者對永續選擇的興趣的推動下,這種需求正在推動汽車製造商在其電動車產品線中添加緊湊型高性能電子車橋,以在不斷成長的電動車市場中競爭。
充電基礎設施有限
電動車軸對於電動車的高效能電力傳動系統至關重要,但要充分發揮其潛力取決於可靠的充電站網路。在充電站稀疏的地區,消費者面臨續航里程的擔憂,這阻礙了他們採用依賴電子車橋技術的全電動或混合動力汽車汽車。這種有限的基礎設施也影響了商用車輛,商用車輛需要頻繁且可靠的充電才能有效運作。因此,市場對電子車橋解決方案的需求和投資受到阻礙,減緩了整個電動車產業的技術進步和採用率。
混合電動車和商用電動車的擴張
電子車橋將馬達馬達、電力電子設備和變速箱整合到一個緊湊的單元中,提高了混合動力和電動應用所需的效率和功率密度。隨著環境法規的不斷加強,對混合動力汽車、插電式混合動力汽車、送貨卡車和公共汽車等商用電動車的需求正在迅速增加。這種轉變有利於電動車軸。電子車橋減輕了車輛重量,延長了續航里程,並減少了排放氣體,同時增加了扭矩和承載能力,這對於商用電動車至關重要。對滿足這些要求的靈活、高性能傳動系統的需求正在推動電子車橋技術的創新和投資。
與替代動力傳動系統的競爭
氫燃料電池和傳統內燃機 (ICE)混合等替代動力傳動系統選項透過為重型應用提供可行的低排放氣體選項來競爭。這可能會限制商用電動車車軸開發的投資。同時,內燃機混合技術的改進提供了可靠、可擴展和有效的選擇,仍然受到生產商和客戶的歡迎,特別是在電動車基礎設施薄弱的地區。電池技術的限制也影響了電動車橋的吸引力。根據應用的不同,電池要求較低的競爭系統可能更可行。此類替代解決方案可能會阻礙電子車橋的採用,因為它們提供了經濟高效且經過驗證的選項,適合更廣泛的車輛類型和駕駛條件。
COVID-19 的影響
由於供應鏈挑戰、工廠關閉和車輛生產延誤,COVID-19 的爆發最初擾亂了汽車電橋市場。然而,隨著全球汽車產業逐漸轉向電動車(EV)和永續交通解決方案,電橋市場已開始復甦。政府的獎勵、對清潔能源的日益關注以及對電動車的需求不斷成長推動了疫情後的市場成長。尤其是亞太地區,電動車的發展迅速,進一步加速了電動車橋系統的採用。
預計馬達領域在預測期內將是最大的
由於電橋系統的功率和效率,預計馬達領域將出現良好的成長。這些馬達將電能轉化為機械能,從而實現電動車和混合動力汽車平穩高效的推進。電橋的高性能馬達有助於提高扭力、速度和整體能源效率,這對於電動車匹配或超越傳統動力傳動系統的能力至關重要。輕量化設計和增強型冷卻系統等馬達技術創新正在擴大電動車橋在各種車輛(從乘用車到商用卡車)中的使用。
商用車領域預計在預測期內複合年成長率最高
由於排放法規和營運成本的降低,預計商用車領域在預測期內將出現最高的複合年成長率。電動車橋提供緊湊的整合解決方案,結合了馬達、電力電子設備和變速箱,使其成為需要高扭矩和功率密度的重型應用(例如卡車和巴士)的理想選擇。隨著城市推廣綠色公共運輸,商用車的電氣化變得至關重要,從而推動了對高效電橋系統的需求。電動車橋支援裝載效率和延長車輛行駛里程的能力增加了其在商業領域的吸引力。
由於電動車(EV)普及率的不斷提高和政府的支持政策,預計亞太地區將在預測期內佔據最大的市場佔有率。中國、日本和印度等國家是電動車 (EV) 和混合電動車 (HEV) 需求不斷成長的主要貢獻者。亞太地區是最大且成長最快的市場,在電動車基礎設施和技術進步方面進行了大量投資。由於強大的製造能力、技術創新和有利的政策舉措,以及日益轉向清潔能源解決方案,預計該市場將保持主導地位。
在電動和混合動力汽車需求不斷成長的推動下,預計北美在預測期內將呈現最高的複合年成長率。政府激勵措施、環境問題和技術進步是推動該市場的主要因素。由於汽車製造商對旨在提高電動車性能和效率的電橋技術進行了大量投資,預計北美將佔據很大佔有率。此外,該地區還受益於消費者對可再生能源的採用,為電力推進系統創造了有利的市場環境。
According to Stratistics MRC, the Global Automotive E-Axle Market is accounted for $23.28 billion in 2024 and is expected to reach $173.06 billion by 2030 growing at a CAGR of 39.7% during the forecast period. An electric motor, power electronics, and gearbox are all combined into one unit by an automotive E-Axle, also known as an electric axle. It replaces conventional internal combustion engine drivetrain by effectively transferring power from the motor to the wheels. In electric drive trains, e-axles provide improved performance, lower weight, and increase energy efficiency.
According to the International Energy Agency (IEA) global annual EV outlook report published in April 2021, around 370 electric car models were available in 2020.
Growing demand for electric vehicles (EVs)
Modern EVs would not be the same without e-axles, which combine electric motors, power electronics, and gearboxes into a single, compact unit that improves vehicle performance and energy economy. As automakers shift towards electric power trains to meet emissions regulations and environmental goals, the E-Axle-a fully integrated drive solution combining motor, power electronics, and transmission-has become essential for EV efficiency. E-Axles improve power density, reduce weight, and enhance range, which are critical for EV performance. This demand is also fuelled by government incentives and consumer interest in sustainable options, pushing automakers to adopt compact, high-performance E-Axles in their electric line-ups to compete in the expanding EV market.
Limited charging infrastructure
E-Axles are essential for efficient electric drive trains in EVs, but their full potential depends on a reliable network of charging stations. In regions where charging stations are sparse, consumers face range anxiety, making them hesitant to adopt fully electric or hybrid vehicles that rely on E-Axle technology. This limited infrastructure also affects commercial fleets, which need frequent and dependable charging to operate efficiently. As a result, market demand and investment in E-Axle solutions are hindered, slowing both technological advancements and adoption rates across the EV sector.
Expansion of hybrid and commercial EVs
E-Axles integrate electric motors, power electronics, and transmissions into a single compact unit, providing enhanced efficiency and power density essential for hybrid and electric applications. With rising environmental regulations, the demand for hybrids, plug-in hybrids, and commercial EVs, such as delivery trucks and buses, has surged. This shift promotes E-Axles as they support increased torque and load-bearing capabilities, crucial for commercial EVs, while reducing vehicle weight, boosting range, and lowering emissions. The need for flexible, high-performance drive trains to meet these requirements is fuelling innovations and investments in E-Axle technologies.
Competition from alternative power train solutions
Alternative power train options, such as hydrogen fuel cells and conventional internal combustion engine (ICE) hybrids, compete with them by providing a viable low-emission option for heavy-duty applications. This could deter investment in the development of commercial EV axles. In the meanwhile, improvements in ICE hybrid technology offer a dependable, scalable, and effective choice that remains popular with producers and customers, particularly in areas with weak EV infrastructure. Battery technology limitations also influence the appeal of E-Axles, as competing systems with lower battery requirements may be more viable in certain applications. These alternative solutions can hinder E-Axle adoption by offering cost-effective, proven options that suit a wider range of vehicle types and operating conditions.
Covid-19 Impact
The COVID-19 pandemic initially disrupted the Automotive E-Axle market due to supply chain challenges, factory shutdowns, and delays in vehicle production. However, as the global automotive industry gradually shifted toward electric vehicles (EVs) and sustainable transportation solutions, the E-Axle market began recovering. Government incentives, an increased focus on clean energy, and rising demand for EVs drove market growth post-pandemic. The APAC region, in particular, saw rapid advancements in electric mobility, further accelerating the adoption of E-Axle systems.
The motor segment is expected to be the largest during the forecast period
The motor segment is estimated to have a lucrative growth, due to the power and efficiency of E-Axle systems. These motors convert electrical energy into mechanical power, enabling smooth and efficient propulsion in EVs and hybrids. High-performance motors in E-Axles help improve torque, speed, and overall energy efficiency, which is essential for EVs to match or exceed the capabilities of traditional power trains. Innovations in motor technology, such as lightweight designs and enhanced cooling systems, are expanding E-Axle applications across various vehicle types, from passenger cars to commercial trucks.
The commercial vehicles segment is expected to have the highest CAGR during the forecast period
The commercial vehicles segment is anticipated to witness the highest CAGR growth during the forecast period, due to the emission regulations and reduce operating costs. E-Axles offer a compact and integrated solution that combines electric motors, power electronics, and transmissions, making them ideal for heavy-duty applications that require high torque and power density, like trucks and buses. As cities push for greener public transport, electrified commercial vehicles become essential, increasing demand for efficient E-Axle systems. The ability of E-Axles to support payload efficiency and extend vehicle range enhances their appeal in the commercial segment.
Asia Pacific is projected to hold the largest market share during the forecast period due to increased electric vehicle (EV) adoption and supportive government policies. Countries like China, Japan, and India are key contributors, with rising demand for electric vehicles (EVs) and hybrid electric vehicles (HEVs). APAC is the largest and fastest-growing market, with substantial investments in electric mobility infrastructure and technology advancements. This market is expected to maintain its leadership position due to strong manufacturing capabilities, technological innovation, and favourable policy initiatives, along with the growing shift towards clean energy solutions.
North America is projected to have the highest CAGR over the forecast period, driven by rising demand for electric and hybrid vehicles. Government incentives, environmental concerns, and technological advancements are major factors pushing this market. North America is expected to hold a significant share due to strong investments from automakers in e-axle technology, aimed at enhancing electric vehicle performance and efficiency. Moreover, the region benefits from consumer adoption of renewable energy, contributing to a favorable market environment for electric propulsion systems.
Key players in the market
Some of the key players profiled in the Automotive E-Axle Market include Robert Bosch GmbH, Magna International Inc., Nidec Corporation, GKN Automotive Limited, Allison Transmission Inc., Schaeffler AG, ZF Friedrichshafen AG, Dana Limited, Linamar Corporation, Vitesco Technologies Group AG, Meritor, Inc., BorgWarner Inc., Valeo SA, Continental AG, Siemens AG, Hitachi Automotive Systems, Mitsubishi Electric Corporation, Hyundai Mobis, JTEKT Corporation and Unipres Corporation.
In October 2024, Nidec Motor Corporation (NMC), a subsidiary of Nidec, entered a key agreement with Ashok Leyland, a major Indian commercial vehicle manufacturer. This partnership focuses on developing electric motor-controller systems ("E-Drive") specifically for commercial vehicle electrification.
In May 2024, Mitsubishi Electric, Mitsubishi Electric Mobility, and AISIN announced their collaboration, intended to leverage Mitsubishi's expertise in power electronics and control optimization technologies alongside AISIN's vehicle integration capabilities. This joint venture will focus on creating an optimized E-Axle system that integrates both companies' technologies, including BluE Nexus systems.
In September 2024, Schaeffler highlighted its latest innovations and product expansions under its rebranded Schaeffler Vehicle Lifetime Solutions (VLS), showcasing repair and service solutions tailored for hybrid and electric vehicles.