![]() |
市場調查報告書
商品編碼
1886923
電動車售後市場規模、佔有率、成長及全球產業分析:按類型、應用和地區劃分的洞察,以及2024年至2032年的預測Electric Vehicle Aftermarket Industry Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
||||||
全球電動車(EV)售後市場產業正快速擴張,這主要得益於電動車普及率的提高、政府支持力度的加大以及對專業維修和保養服務需求的增長。根據本報告,預計該行業規模將在2024年達到625.5億美元,2025年增長至820.8億美元,並在2032年達到驚人的2112.1億美元,複合年增長率高達14.5%。 2024年,亞太地區將佔據領先地位,佔全球市場佔有率的51.56%,這主要得益於該地區較高的電動車滲透率、政府補貼以及充電基礎設施的快速發展。
電動車售後市場涵蓋了用於售後車輛維護、維修、零件更換和客製化的各種服務和零件。雖然電動車的活動部件比內燃機汽車少,但它們仍然需要電池診斷、熱管理維護、電力電子設備維修、充電設備維護和軟體更新等專業服務。此外,隨著汽車製造商不斷提升電動車的性能和耐久性以滿足其營運需求,對電動車專用輪胎、懸吊系統和輕量化零件的需求也不斷增長。
市場動態
市場驅動因素-電動車普及率不斷提高
電動車售後市場產業的核心驅動因素是全球電動車普及率的不斷提高。到2023年,電動車將佔新車銷量的18%,較2022年的14%和2018年的2%大幅成長,這標誌著全球正迅速向清潔出行方式轉型。隨著每年上路的電動車數量不斷增加,對售後市場零件的需求,尤其是電池、輪胎、電力電子設備、馬達和軟體升級的需求,也持續成長。政府的獎勵措施,例如補貼、稅收減免和充電網路投資,進一步激發了消費者的興趣,並增強了售後市場的成長機會。
市場限制因素-售後市場零件供應有限
隨著電動車的普及,售後市場面臨關鍵零件供應有限的挑戰。原始設備製造商 (OEM) 通常對電池、逆變器、熱管理系統和專有軟體等關鍵零件實施嚴格控制,限制了獨立維修店取得這些零件的管道。根據 Alix Partners 和 Berylls 於 2024 年發布的一項研究,售後市場競爭受到車輛資料取得受限、專有軟體編碼要求以及診斷介面過時等因素的影響。這些挑戰限制了競爭,並增加了消費者的服務成本。
市場機會-維修和維修服務需求成長
隨著電動車普及速度加快,維修和維修服務蘊藏著巨大的機會。電動車在電池系統、熱管理、電力電子和先進的軟體組件方面需要獨特的專業知識。這為授權電動車服務中心、電池再製造公司和專業診斷服務提供者開闢了新的發展道路。不斷擴大的電動車保有量為售後市場供應商帶來了長期的收入機會,尤其是在車輛老化需要更換電池和維修動力系統時。
市場挑戰-市場分散且缺乏標準化
電動車市場高度分散,每個製造商都使用專有技術和設計。這給通用售後市場組件的製造帶來了挑戰,並使庫存管理變得複雜。缺乏標準化導致成本增加、服務反應時間延長以及電動車品牌之間的互通性有限。
產業趨勢
電池回收再製造是重塑產業格局的關鍵趨勢。隨著電動車電池需求的飆升,各公司正在投資鋰、鎳和鈷的回收製程。 2023年10月,Stellantis與Orano合作成立了一家合資企業,專門從事廢棄電池的回收。這有助於增強資源永續性並降低供應鏈風險。
細分市場概覽
依車輛類型
2024年,乘用車佔據最大的市場佔有率,這主要得益於中國、印度、德國和挪威電動車數量的不斷增長。
預計商用車細分市場將實現最快成長,這主要得益於車隊營運商越來越多地採用電動車以降低燃料和維護成本。
按零件
由於電動車的扭力和車身重量導致輪胎更換頻率高,輪胎細分市場佔據主導地位。
煞車和懸吊系統、電氣元件、車身部件和充電設備也是成長型細分市場。
依動力型
2024年,純電動車(BEV)佔據了大部分市場佔有率,反映了其強勁的全球銷售量。
由於混合動力車 (HEV) 在充電基礎設施有限的地區具有靈活性,因此預計該細分市場將快速成長。
亞太地區 - 引領市場
預計到 2024 年,市場規模將達到 322.5 億美元,其中亞太地區佔據最大佔有率並保持領先地位。政府支持,例如印度的 PM E-DRIVE 計劃和日本的電動車補貼計劃,正在推動售後市場的快速擴張。
歐洲
歐洲則位居第二,這得益於先進的電動車技術、監管支援以及對軟體定義車輛維護日益增長的需求。
北美
美國、加拿大和墨西哥對充電網路和服務設施的持續基礎設施投資正在加強售後市場的發展。
其他
電動車的日益普及以及企業可持續出行措施的推進,推動了市場成長。
The global electric vehicle (EV) aftermarket industry is expanding rapidly, supported by soaring EV adoption, increased government incentives, and growing demand for specialized repair and maintenance services. According to the report, the industry was valued at USD 62.55 billion in 2024, is projected to grow to USD 82.08 billion in 2025, and is expected to reach an impressive USD 211.21 billion by 2032, registering a robust CAGR of 14.5%. In 2024, Asia Pacific dominated the global market with a 51.56% share, driven by strong EV penetration, government subsidies, and rapid advancements in charging infrastructure.
The EV aftermarket includes a wide range of services and components used for vehicle maintenance, repair, replacement, and customization after the initial sale. Although electric vehicles contain fewer moving parts than internal combustion engine (ICE) vehicles, they require specialized services such as battery diagnostics, thermal management maintenance, power electronics repair, charging equipment servicing, and software updates. Furthermore, demand for EV-specific tires, suspension systems, and lightweight components is rising as automakers improve performance characteristics and durability to meet EV operational requirements.
Market Dynamics
Market Driver - Increasing Adoption of Electric Vehicles
The core driver of the EV aftermarket industry is the rising global adoption of EVs. Electric cars represented 18% of new car sales in 2023, a sharp rise from 14% in 2022, and only 2% in 2018, showing the rapid global shift toward clean mobility. As more EVs hit the road each year, the demand for aftermarket components-particularly batteries, tires, power electronics, motors, and software updates-continues to rise. Government incentives, including subsidies, tax exemptions, and charging network investments, further boost consumer interest and strengthen aftermarket growth opportunities.
Market Restraint - Limited Availability of Aftermarket Parts
Despite widespread EV growth, the aftermarket industry faces challenges due to limited access to essential EV components. OEMs typically retain tight control over key parts such as batteries, inverters, thermal management systems, and proprietary software. This restricts independent repair shops from accessing critical components. According to a 2024 study by Alix Partners and Berylls, aftermarket competitiveness is affected by factors such as restricted access to vehicle data, proprietary software coding requirements, and outdated diagnostic interfaces. These challenges limit competition and increase service costs for consumers.
Market Opportunity - Growing Demand for Maintenance & Repair Services
As EV adoption accelerates, maintenance and repair services represent a major opportunity. EVs require unique expertise for handling battery systems, thermal management, power electronics, and advanced software-based components. This opens avenues for certified EV service centers, battery refurbishment companies, and specialized diagnostic providers. The expanding EV fleet ensures long-term revenue opportunities for aftermarket suppliers, especially as vehicles age and require battery replacements or powertrain repairs.
Market Challenge - Fragmentation & Lack of Standardization
The EV market is highly fragmented, with each manufacturer using proprietary technologies and designs. This creates challenges in producing universal aftermarket components and complicates inventory management. Lack of standardization increases costs, slows service turnaround times, and limits cross-compatibility across EV brands.
Industry Trends
A major trend reshaping the industry is battery recycling and remanufacturing. As EV battery demand surges, companies are investing in processes to recover lithium, nickel, and cobalt. In October 2023, Stellantis partnered with Orano to launch a joint venture for recycling end-of-life batteries, strengthening resource sustainability and lowering supply chain risks.
Segmentation Overview
By Vehicle Type
Passenger cars held the largest market share in 2024, supported by rising EV ownership in China, India, Germany, and Norway.
The commercial vehicle segment is expected to grow fastest as fleet operators embrace EVs to lower fuel and maintenance costs.
By Component
The tire segment dominated the market due to higher replacement frequency driven by EV torque and vehicle weight.
Brake & suspension systems, electrical components, body parts, and charging-related equipment represent additional high-growth areas.
By Propulsion Type
Battery Electric Vehicles (BEVs) held the majority share in 2024, reflecting strong global sales.
The HEV segment is projected to expand quickly due to flexibility in regions with limited charging infrastructure.
Asia Pacific - Market Leader
With a market value of USD 32.25 billion in 2024, Asia Pacific held the largest share and is expected to maintain its dominance. Supportive government schemes such as India's PM E-DRIVE and Japan's EV subsidy programs fuel rapid aftermarket expansion.
Europe
Europe ranks second due to advanced EV technologies, regulatory support, and increased demand for software-defined vehicle maintenance.
North America
Robust infrastructure investments in charging networks and service facilities strengthen aftermarket development across the U.S., Canada, and Mexico.
Rest of the World
Growth is supported by rising corporate EV adoption and sustainable mobility initiatives.
Conclusion
Growing from USD 62.55 billion in 2024 to USD 211.21 billion by 2032, the electric vehicle aftermarket industry is positioned for long-term expansion. With rising EV deployment, technological advancements, and sustainability-focused policies, the aftermarket will remain a critical pillar supporting the global transition to electric mobility.
Segmentation By Vehicle Type
By Component
By Propulsion Type
By Region