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市場調查報告書
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1824125

全球電動車 (EV) 變速箱市場：按變速箱類型、變速箱系統、車型、分銷管道和地區劃分－市場規模、產業動態、機會分析及預測（2025-2033 年）

Global Electric Vehicle (EV) Transmission Market: By Transmission Type, Transmission System, Vehicle Type, Vehicle Type, Distribution Channel, Region- Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2025-2033
出版日期: | 出版商: Astute Analytica | 英文 258 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

全球電動車 (EV) 變速箱市場正經歷前所未有的轉型和快速擴張時期。預計該市場將大幅成長，到 2024 年將達到約 125.1 億美元，到 2033 年將達到 771.4 億美元。這一成長在預測期內（2025-2033 年）的複合年增長率為 22.4%，凸顯了全球向電動車轉型的加速趨勢。

隨著汽車產業和消費者對永續交通解決方案的青睞，電動車 (EV) 變速箱的發展遠超其在內燃機汽車中的傳統作用。電動車變速箱不再只是傳動比控制器；它們正在進行徹底的重新設計，以滿足電動動力系統的獨特需求。它們如今已成為關鍵部件，直接影響車輛效率、駕駛性能、續航里程和整體用戶體驗。

值得關注的市場發展

電動車 (EV) 變速箱的競爭格局呈現出激烈的戰略競爭態勢，各大廠商紛紛爭奪這一快速發展的行業的領導地位。市場主要由幾家領先的汽車供應商主導，他們憑藉著持續的創新和在動力傳動系統技術領域的深厚專業知識，確立了自身的領先地位。同時，一些汽車製造商正在投資自主研發變速箱系統，力求更好地掌控電動車架構，並提升針對其產品線客製化技術的能力。塑造市場的知名企業包括博格華納、採埃孚和愛信等行業領導者，它們都利用自身的技術實力搶佔了相當大的市場佔有率。

福特汽車在 8 月宣布了 2025 年的目標，這是該領域技術創新和戰略承諾的一個顯著例子，標誌著該公司在電動車工程和生產方面邁出了重要的一步。福特發布了其通用電動車平台及其配套的福特通用電動車生產系統，旨在簡化製造流程、降低成本，並為全球數百萬消費者提供高品質、價格合理的電動車。此舉凸顯了整合平台和可擴展生產系統在滿足日益增長的電動車需求方面日益重要的作用。

關鍵成長動力

全球對電動車 (EV) 變速箱的需求正受到對更高功率和峰值性能的不懈追求的顯著影響。全球汽車製造商正激烈競爭，以生產具有卓越加速性、牽引力和整體駕駛動態性能的汽車。這種激烈的競爭促使變速箱供應商開發具有前所未有的功率密度的傳動系統，突破了當前工程和技術的界限。不斷提高的性能預期推動了對能夠有效處理更大功率負載且不犧牲可靠性或效率的變速箱的迫切需求。

新機會趨勢

電動車 (EV) 變速箱市場的一個顯著趨勢是，各個部件正在快速整合到高度整合的電力驅動橋和驅動模組中。許多供應商正在改進其產品，從簡單地提供獨立的變速箱，到提供整合了傳動系統多個關鍵元件的完整一體化系統。這種轉變的一個例子是德納的四合一電子束變速箱，這是一種先進的解決方案，將馬達、逆變器、熱管理系統和車橋整合到一個緊湊的單元中。這種整合度反映了業界向精簡高效設計的轉變，代表了傳動系統技術的重大進步。

本報告探討並分析了全球電動車 (EV) 變速箱市場，提供了每個細分市場的市場規模和預測、市場動態和趨勢以及公司概況。

目錄

第1章 調查架構

  • 調查目的
  • 產品概要
  • 市場區隔

第2章 調查手法

第3章 摘要整理:全球電動車(EV)用變速箱市場

第4章 全球電動車(EV)用變速箱市場概要

  • 產業價值鏈分析
    • 材料供應商
    • 廠商
    • 批發商
    • 終端用戶
  • 產業預測
    • EV的市場佔有率:各主要企業
    • 日本的EV市場
    • EV用變速箱的案例研究
  • 大環境分析
  • 波特的五力分析
  • 市場動態和趨勢
    • 成長促進因素
    • 阻礙因素
    • 課題
    • 主要趨勢
  • COVID-19對市場成長趨勢影響的評估
  • 市場成長及預測
    • 市場收益的估計與預測(2020年～2033年)
    • 市場規模的估計與預測(2020年～2033年)
    • 價格趨勢的分析
  • 競爭儀表板
    • 市場集中率
    • 企業的市場佔有率分析(金額)(2024年)
    • 競爭製圖

第5章 全球電動車(EV)用變速箱市場分析:變速箱

  • 重要的知識和見識
  • 市場規模與預測(2020年～2033年)
    • 單一速度
    • 多速度

第6章 全球電動車(EV)用變速箱市場分析:各變速箱系統

  • 重要的知識和見識
  • 市場規模與預測(2020年～2033年)
    • AMT變速箱
    • AT變速箱
    • DCT/DHT變速箱
    • CVT變速箱

第7章 全球電動車(EV)用變速箱市場分析:各車輛類型(動力)

  • 重要的知識和見識
  • 市場規模與預測(2020年～2033年)
    • 電池EV
    • 插件EV
    • 混合EV

第8章 全球電動車(EV)用變速箱市場分析，車輛類型(設計/模式)

  • 重要的知識和見識
  • 市場規模與預測(2020年～2033年)
    • 小客車
    • 巴士
    • 卡車
    • 其他

第9章 全球電動車(EV)用變速箱市場分析:各流通管道

  • 重要的知識和見識
  • 市場規模與預測(2020年～2033年)
    • 線上
    • 離線

第10章 全球電動車(EV)用變速箱市場分析:各地區

  • 重要的知識和見識
  • 市場規模與預測(2020年～2033年)
    • 北美
    • 歐洲
    • 亞太地區
    • 中東·非洲
    • 南美

第11章 北美的電動車(EV)用變速箱市場分析

第12章 歐洲的電動車(EV)用變速箱市場分析

第13章 亞太地區的電動車(EV)用變速箱市場分析

第14章 中東·非洲的電動車(EV)用變速箱市場分析

第15章 南美的電動車(EV)用變速箱市場分析

第16章 企業簡介

  • Aisin Seiki Co., Ltd.
  • Allison Transmission Inc.
  • AVL List GmbH
  • BorgWarner Inc.
  • Continental AG
  • Dana Limited
  • Denso Corporation
  • EATON Corporation
  • GKN Plc
  • Hewland Engineering Ltd.
  • Hitachi Automotive Systems Ltd
  • JATCO Ltd.
  • Magna International
  • Mando Corporation
  • Porsche AG
  • Robert Bosch GmbH
  • Schaeffler Technologies AG & Co. KG
  • Xtrac Ltd
  • ZF Friedrichshafen AG
  • 其他的著名企業
簡介目錄
Product Code: AA0824898

The global electric vehicle transmission market is undergoing an era of unprecedented transformation and rapid expansion. Valued at approximately US$ 12.51 billion in 2024, the market is poised for extraordinary growth, with projections estimating its size will reach around US$ 77.14 billion by 2033. This growth corresponds to a robust compound annual growth rate (CAGR) of 22.4% over the forecast period from 2025 to 2033, highlighting the accelerating shift toward electric mobility worldwide.

As the automotive industry and consumers alike embrace sustainable transportation solutions, the electric vehicle transmission has evolved far beyond its traditional role in internal combustion engine vehicles. No longer simply a mechanism for managing gear ratios, the transmission in electric vehicles has been fundamentally reimagined to meet the unique demands of electric powertrains. It now serves as a critical linchpin that directly influences vehicle efficiency, driving performance, range, and the overall user experience.

Noteworthy Market Developments

The competitive landscape of the electric vehicle transmission market is marked by intense strategic activity as key players vie for leadership in this rapidly evolving sector. The market is primarily dominated by several major Tier-1 automotive suppliers, who have established themselves as frontrunners through continuous innovation and extensive expertise in drivetrain technologies. At the same time, some automakers are investing in the development of in-house transmission systems, seeking greater control over their electric vehicle architectures and the ability to tailor technologies specifically to their product lines. Among the prominent companies shaping the market are industry giants, such as BorgWarner, ZF Friedrichshafen, and Aisin, each leveraging their technological prowess to capture significant market share.

A notable example of innovation and strategic commitment in this space was Ford Motor's announcement in August 2025, which marked a significant milestone in the company's approach to electric vehicle engineering and production. Ford unveiled its Universal EV Platform and the accompanying Ford Universal EV Production System, initiatives designed to streamline the manufacturing process, reduce costs, and make high-quality, affordable electric vehicles accessible to millions of consumers worldwide. This move underscores the growing importance of integrated platforms and scalable production systems in meeting the surging demand for electric vehicles.

Core Growth Drivers

The global demand for electric vehicle transmissions is being profoundly influenced by a relentless pursuit of higher power output and peak performance capabilities. Automakers around the world are engaged in intense competition to produce vehicles that excel in acceleration, towing capacity, and overall driving dynamics. This fierce rivalry is driving transmission suppliers to develop drivetrains that boast unprecedented levels of power density, pushing the boundaries of current engineering and technology. As performance expectations rise, the need for transmissions that can efficiently handle greater power loads without compromising reliability or efficiency becomes critical.

Emerging Opportunity Trends

A prominent trend shaping the electric vehicle transmission market is the rapid consolidation of individual components into highly integrated e-axles and drive modules. Instead of merely supplying standalone transmissions, many suppliers are evolving their offerings to provide complete, all-in-one systems that combine multiple critical elements of the drivetrain. An illustrative example of this shift is Dana's 4-in-1 e-Beam, a sophisticated solution that integrates the motor, inverter, thermal management system, and axle into a single compact unit. This level of integration represents a significant advancement in drivetrain technology, reflecting the industry's movement toward streamlined and efficient design.

Barriers to Optimization

The growth of the electric vehicle transmission market faces potential challenges due to the high development and manufacturing costs associated with advanced transmission systems. Designing and producing these sophisticated components requires significant investment in research, engineering, and specialized materials, which can drive up overall expenses for manufacturers. The complexity of integrating cutting-edge technologies that enhance performance, efficiency, and durability also adds to the financial burden, making it more difficult for some companies to scale production or offer competitively priced products.

Detailed Market Segmentation

By Transmission, the single-speed transmission segment unmistakably dominates the electric vehicle transmission market, commanding an impressive revenue share that exceeds 80.1%. This overwhelming dominance is fundamentally tied to the inherent characteristics of electric motors, which differ significantly from traditional internal combustion engines. Electric motors are capable of producing instant torque from a standstill and maintain high levels of efficiency across an exceptionally wide range of revolutions per minute (RPM). These features eliminate the need for complex multi-speed gearboxes, making single-speed transmissions the optimal choice for electric vehicles.

By Transmission System, automatic transmission (AT) systems hold a dominant position in the electric vehicle transmission market, commanding a significant share of 58.2%. This leadership is largely attributable to the prevalent use of single-speed gearboxes in electric vehicles, which, despite their relative simplicity compared to traditional multi-speed transmissions, effectively operate as a form of automatic transmission. Unlike conventional vehicles that often rely on complex multi-speed gearboxes to optimize engine performance across various driving conditions, electric vehicles benefit from the consistent torque and power delivery characteristics of electric motors, allowing them to utilize simpler transmission designs without sacrificing performance.

By Vehicle Type, Battery Electric Vehicles (BEVs) have emerged as the primary consumers in the electric vehicle transmission market, commanding a commanding market share exceeding 54.2%. This dominant position is closely tied to the fundamental nature of BEVs, which rely exclusively on electric propulsion systems for their operation. Unlike hybrid vehicles, which combine internal combustion engines with electric motors, or conventional vehicles powered solely by fossil fuels, BEVs depend entirely on their electric powertrains to deliver motion. This unique reliance places significant importance on the transmission system, which must be highly efficient to ensure optimal power delivery and overall vehicle performance.

By Vehicle Design, electric cars have solidified their position as the undisputed leaders in the electric vehicle transmission market, commanding an impressive market share that exceeds 63.7%. This dominant presence reflects wider global automotive trends, where passenger vehicles such as sedans, hatchbacks, and SUVs make up the largest segment by volume. The popularity of electric cars is driven by increasing consumer demand for environmentally friendly transportation, advancements in battery technology, and supportive government policies promoting cleaner mobility solutions.

Segment Breakdown

By Transmission Type

  • Single Speed
  • Multi Speed
  • 2 Speed EV Transmission
  • 3 Speed EV Transmission
  • 4 Speed EV Transmission

By Transmission System

  • AMT Transmissions
  • AT Transmission
  • CVT Transmissions
  • DCT/DHT Transmissions

By Vehicle Type (Power)

  • Battery EV
  • Plug-In EV
  • Hybrid EV

By Vehicle Type (Design/Model)

  • Cars
  • Buses
  • Trucks
  • Other

By Distribution Channel

  • Online
  • Offline
  • OEMs
  • Aftermarket

By Region

  • North America
  • The U.S.
  • Canada
  • Mexico
  • Europe
  • Western Europe
  • U.K.
  • Germany
  • France
  • Spain
  • Italy
  • Rest of Western Europe
  • Eastern Europe
  • Poland
  • Russia
  • Rest of Eastern Europe
  • Asia Pacific
  • China
  • India
  • Japan
  • Australia & New Zealand
  • ASEAN
  • Rest of Asia Pacific
  • Middle East & Africa (MEA)
  • UAE
  • Saudi Arabia
  • South Africa
  • Rest of MEA
  • South America
  • Argentina
  • Brazil
  • Rest of South America

Geography Breakdown

  • The Asia-Pacific region, with China at the forefront, is firmly establishing itself as the dominant global hub for the electric vehicle (EV) transmission market. This leadership is marked by large-scale production expansions and the deep integration of cutting-edge technologies within manufacturing processes. The rapid industrial growth in this region reflects the increasing demand for electric mobility solutions, driven by supportive government policies, growing consumer adoption, and the presence of major automotive original equipment manufacturers (OEMs).
  • In 2025, ZF will begin operations at its third e-mobility plant in Shenyang, China. This state-of-the-art facility is specifically designed to produce electric axle drives capable of delivering power outputs ranging from 100kW to 300kW. The establishment of this plant underscores ZF's strategic commitment to expanding its footprint in the Chinese EV market and meeting the increasing demand for high-performance electric drivetrains. Similarly, BorgWarner is set to open a new manufacturing base in Wuhu early in 2025, dedicated to producing electric drive systems. This expansion is further reinforced by BorgWarner's recent success in securing four new eMotor contracts with three leading Chinese OEMs, with production scheduled to ramp up through 2025 and 2026.

Leading Market Participants

  • Aisin Seiki Co., Ltd.
  • Allison Transmission Inc.
  • AVL List GmbH
  • BorgWarner Inc.
  • Continental AG
  • Dana Limited
  • Denso Corporation
  • EATON Corporation
  • GKN Plc
  • Hewland Engineering Ltd.
  • Hitachi Automotive Systems Ltd
  • JATCO Ltd.
  • Magna International
  • Mando Corporation
  • Porsche AG
  • Robert Bosch GmbH
  • Schaeffler Technologies AG & Co. KG
  • Xtrac Ltd
  • ZF Friedrichshafen AG
  • Other Prominent Players

Table of Content

Chapter 1. Research Framework

  • 1.1 Research Objective
  • 1.2 Product Overview
  • 1.3 Market Segmentation

Chapter 2. Research Methodology

  • 2.1 Qualitative Research
    • 2.1.1 Primary & Secondary Sources
  • 2.2 Quantitative Research
    • 2.2.1 Primary & Secondary Sources
  • 2.3 Breakdown of Primary Research Respondents, By Region
  • 2.4 Assumption for the Study
  • 2.5 Market Size Estimation
  • 2.6. Data Triangulation

Chapter 3. Executive Summary: Global Electric Vehicle (EV) Transmission Market

Chapter 4. Global Electric Vehicle (EV) Transmission Market Overview

  • 4.1. Industry Value Chain Analysis
    • 4.1.1. Material Provider
    • 4.1.2. Manufacturer
    • 4.1.3. Distributor
    • 4.1.4. End users
  • 4.2. Industry Outlook
    • 4.2.1. EV Market Share by Top Players
    • 4.2.2. Japan EV Market
      • 4.2.2.1. Market Outlook - Fleet Volume Forecast (Mn Units)
      • 4.2.2.2. Market Share
    • 4.2.3. EV Transmission Case Study
  • 4.3. PESTLE Analysis
  • 4.4. Porter's Five Forces Analysis
    • 4.4.1. Bargaining Power of Suppliers
    • 4.4.2. Bargaining Power of Buyers
    • 4.4.3. Threat of Substitutes
    • 4.4.4. Threat of New Entrants
    • 4.4.5. Degree of Competition
  • 4.5. Market Dynamics and Trends
    • 4.5.1. Growth Drivers
    • 4.5.2. Restraints
    • 4.5.3. Challenges
    • 4.5.4. Key Trends
  • 4.6. Covid-19 Impact Assessment on Market Growth Trend
  • 4.7. Market Growth and Outlook
    • 4.7.1. Market Revenue Estimates and Forecast (US$ Bn), 2020 - 2033
    • 4.7.2. Market Volume Estimates and Forecast ('000 Units), 2020 - 2033
    • 4.7.3. Price Trend Analysis
  • 4.8. Competition Dashboard
    • 4.8.1. Market Concentration Rate
    • 4.8.2. Company Market Share Analysis (Value %), 2024
    • 4.8.3. Competitor Mapping

Chapter 5. Global Electric Vehicle (EV) Transmission Market Analysis, By Transmission

  • 5.1. Key Insights
  • 5.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 5.2.1. Single Speed
    • 5.2.2. Multi Speed
      • 5.2.2.1. 2 Speed EV Transmission
      • 5.2.2.2. 3 Speed EV Transmission
      • 5.2.2.3. 4 Speed EV Transmission

Chapter 6. Global Electric Vehicle (EV) Transmission Market Analysis, By Transmission System

  • 6.1. Key Insights
  • 6.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 6.2.1. AMT Transmissions
    • 6.2.2. AT Transmission
    • 6.2.4. DCT/DHT Transmissions
    • 6.2.3. CVT Transmissions

Chapter 7. Global Electric Vehicle (EV) Transmission Market Analysis, By Vehicle Type (Power)

  • 7.1. Key Insights
  • 7.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 7.2.1. Battery EV
    • 7.2.2. Plug-In EV
    • 7.2.3. Hybrid EV

Chapter 8. Global Electric Vehicle (EV) Transmission Market Analysis, By Vehicle Type (Design/Model)

  • 8.1. Key Insights
  • 8.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 8.2.1. Cars
    • 8.2.2. Buses
    • 8.2.3. Trucks
    • 8.2.4. Other

Chapter 9. Global Electric Vehicle (EV) Transmission Market Analysis, By Distribution Channel

  • 9.1. Key Insights
  • 9.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 9.2.1. Online
    • 9.2.2. Offline
      • 9.2.2.1. OEMs
      • 9.2.2.2. Aftermarket

Chapter 10. Global Electric Vehicle (EV) Transmission Market Analysis, By Region

  • 10.1. Key Insights
  • 10.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 10.2.1. North America
      • 10.2.1.1. The U.S.
      • 10.2.1.2. Canada
      • 10.2.1.3. Mexico
    • 10.2.2. Europe
      • 10.2.2.1. The UK
      • 10.2.2.2. Germany
      • 10.2.2.3. France
      • 10.2.2.4. Spain
      • 10.2.2.5. Russia
      • 10.2.2.6. Rest of Europe
    • 10.2.3. Asia Pacific
      • 10.2.3.1. China
      • 10.2.3.2. India
      • 10.2.3.3. Japan
      • 10.2.3.4. Australia & New Zealand
      • 10.2.3.5. South Korea
      • 10.2.3.6. ASEAN
      • 10.2.3.7. Rest of Asia Pacific
    • 10.2.4. Middle East & Africa (MEA)
      • 10.2.4.1. UAE
      • 10.2.4.2. Saudi Arabia
      • 10.2.4.3. Rest of MEA
    • 10.2.5. South America
      • 10.2.5.1. Argentina
      • 10.2.5.2. Brazil
      • 10.2.5.3. Rest of South America

Chapter 11. North America Electric Vehicle (EV) Transmission Market Analysis

  • 11.1. Key Insights
  • 11.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 11.2.1. By Transmission Type
    • 11.2.2. By Transmission System
    • 11.2.3. By Vehicle Type
    • 11.2.4. By Distribution Channel
    • 11.2.5. By Country

Chapter 12. Europe Electric Vehicle (EV) Transmission Market Analysis

  • 12.1. Key Insights
  • 12.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 12.2.1. By Transmission Type
    • 12.2.2. By Transmission System
    • 12.2.3. By Vehicle Type
    • 12.2.4. By Distribution Channel
    • 12.2.5. By Country

Chapter 13. Asia Pacific Electric Vehicle (EV) Transmission Market Analysis

  • 13.1. Key Insights
  • 13.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 13.2.1. By Transmission Type
    • 13.2.2. By Transmission System
    • 13.2.3. By Vehicle Type
    • 13.2.4. By Distribution Channel
    • 13.2.5. By Country

Chapter 14. Middle East & Africa Electric Vehicle (EV) Transmission Market Analysis

  • 14.1. Key Insights
  • 14.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 14.2.1. By Transmission Type
    • 14.2.2. By Transmission System
    • 14.2.3. By Vehicle Type
    • 14.2.4. By Distribution Channel
    • 14.2.5. By Country

Chapter 15. South America Electric Vehicle (EV) Transmission Market Analysis

  • 15.1. Key Insights
  • 15.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
    • 15.2.1. By Transmission Type
    • 15.2.2. By Transmission System
    • 15.2.3. By Vehicle Type
    • 15.2.4. By Distribution Channel
    • 15.2.5. By Country

Chapter 16. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

  • 16.1. Aisin Seiki Co., Ltd.
  • 16.2. Allison Transmission Inc.
  • 16.3. AVL List GmbH
  • 16.4. BorgWarner Inc.
  • 16.5. Continental AG
  • 16.6. Dana Limited
  • 16.7. Denso Corporation
  • 16.8. EATON Corporation
  • 16.9. GKN Plc
  • 16.10. Hewland Engineering Ltd.
  • 16.11. Hitachi Automotive Systems Ltd
  • 16.12. JATCO Ltd.
  • 16.13. Magna International
  • 16.14. Mando Corporation
  • 16.15. Porsche AG
  • 16.16. Robert Bosch GmbH
  • 16.17. Schaeffler Technologies AG & Co. KG
  • 16.18. Xtrac Ltd
  • 16.19. ZF Friedrichshafen AG
  • 16.20. Other Prominent Players