xEV電動馬達策略分析，2025-2030年

受電動車需求成長、成本效率提高以及對稀土依賴減少導致供應鏈增強的推動，電動車市場將實現兩位數成長

近年來，受電動車（EV）日益普及、二氧化碳排放法規日益嚴格、政府激勵措施以及電池技術進步的推動，電動馬達（E-motors）的需求激增。目前，電動車牽引馬達市場主要由使用稀土元素的內建式永磁同步馬達（IPMSM）主導，這種馬達效率高、功率輸出出色、扭力密度高且轉速範圍廣。憑藉其久經考驗的性能和經濟高效性，這些馬達已成為原始設備製造商（OEM）為電動車提供動力的首選。在強力的政策支持和消費者對永續交通日益成長的偏好的推動下，中國、歐洲和北美等主要市場推動這一需求。然而，原料（例如永磁馬達所需的稀土元素）供應鏈瓶頸和高昂的生產成本等挑戰仍然是重大障礙。隨著馬達設計新技術的不斷湧現，電動馬達將繼續發展。包括軸流馬達在內的技術創新可望提高效率，同時減少對稀土材料的依賴。此外，成本效益替代材料的開發可望降低牽引馬達的生產成本。隨著電動車在亞太新興市場的普及，這些地區預計將成為全球需求的主要貢獻者。汽車製造商和供應商大力投資馬達本地化生產，以最大限度地降低供應鏈風險並降低成本。人工智慧和物聯網在製造過程中的整合最佳化了馬達性能並實現了預測性維護。到2030年，電動汽車馬達產業預計將變得具有競爭力、成本效益和技術先進性，使其成為全球電動車轉型的核心參與者。

三大戰略要務對電動車產業的影響

變革大趨勢

為什麼

減少二氧化碳排放的動力日益增強，刺激了替代電力動力傳動系統的發展，許多主要經濟體都設定了2035年實現碳中和的目標，這對電動車牽引馬達市場產生了影響。

Frost的觀點

在政府碳中和措施的推動下，原始設備製造商宣布計劃推出多種採用多種替代動力傳動系統系統的電動車車型，汽車製造商將越來越注重探索不同的策略，以使高性能電動馬達在電動車牽引馬達市場上更加經濟實惠。

競爭加劇

為什麼

隨著替代動力傳動系統汽車的日益普及，用於支援汽車永磁同步馬達（IPMSM）市場必要發展的投資大幅增加，新參與企業引進創新技術以利用這些市場機會。

Frost的觀點

為了滿足電動車產業快速發展的需求，許多利用突破性電動機（e-motor）技術的新興企業應運而生，引領著該領域的發展，尤其是在電動馬達生產市場。預測期內，這些技術創新的湧入將導致現有參與者與新進者之間的激烈競爭。

顛覆性技術

為什麼

隨著全球電動車（EV）銷量的快速成長，原始設備製造商（OEM）追求先進的電動馬達技術，以提高效率和功率密度，以匹配內燃機汽車（ICE）的性能水準，特別是在軸向馬達技術市場。

Frost的觀點

電動車產業積極尋求進步，以減少對稀土的依賴，而稀土在電動車馬達市場的稀土供應鏈中正面臨供應限制。新型無磁鐵馬達技術的開發將使原始設備製造商能夠生產具有理想性能指標的電動車，同時降低馬達生產市場的投入成本。

促進因素

• 全球對永續性的日益關注和更嚴格的排放法規推動消費者和政府採用電動車，這將直接轉化為電動車牽引馬達市場對電動馬達需求的增加。
• 電動馬達磁鐵中使用的稀土元素供應風險較高，這促使人們開發替代技術，以消除電動馬達生產中對這些材料的需求，這直接影響了電動車市場的稀土供應鏈。
• 高效的廢舊馬達回收方法使製造商能夠獲得由回收稀土材料製成的磁鐵。與內建式永磁同步馬達（IPMSM）市場使用原生原料相比，這種循環材料的使用有望顯著降低對環境的影響。

成長抑制因素

• 儘管出現了更多替代技術，但未來 5 到 7年內，大多數 xEV 中使用的電動馬達仍將依賴稀土材料製成的磁鐵，這可能會擾亂電動車馬達市場的稀土供應鏈。
• 儘管無磁電動汽車馬達不斷取得進步，但在功率密度和效率方面仍然落後於有磁馬達，但隨著技術的發展，特別是在軸向馬達技術市場，兩種馬達類型之間的性能差距逐漸縮小。
• 使用先進材料和製程所帶來的高製造成本對電動機製造市場構成了重大挑戰。

目錄

戰略問題

• 為何成長變得越來越困難？
• 戰略要務
• 電動車產業的三大戰略重要性

生態系統

• 分析範圍
• 2024年與2030年展望
• xEV動力傳動系統總成細分
• xEV架構和動力傳動系統組件
• xEV中使用的電動馬達類型
• 適用於xEV的新型電動機
• OEM首選馬達類型
• 主要原始設備製造商及其電動機
• 電動車並排分析 - 五大電動車車型
• 成長動力
• 成長抑制因素

未來趨勢

• 電動機市場未來的主要趨勢
• 銅需求激增
• 3D列印徹底改變了電動馬達的生產
• 舊馬達回收
• 無取向電工鋼板NOES價格上漲

電動汽車馬達技術趨勢

• 電動機的替代技術
• 軸流電動機
• 輪轂馬達驅動
• 扁平繞線髮夾繞線

全球趨勢和預測

• 電動汽車馬達市場收益成長
• 2021-2030年電動汽車馬達市場佔有率（依地區）
• 2021-2030年全球電動汽車馬達市場收益分析

影響電動汽車馬達性能和經濟性的因素

• 電動機：效率和性能的關鍵
• 電動機溫度控管
• 主要主機廠溫度控管策略
• 2024年全球電動車動力傳動系統成本分析
• 電動機成本依組件細分

主要OEM概況

• General Motors
• General Motors - 頂級車型和引擎規格
• Ford
• Ford - 頂級車型和引擎規格
• BMW
• BMW的轉型：從混合永磁同步馬達到無稀土EESM
• BMW - 頂級車型和引擎規格
• Hyundai
• Hyundai - 頂級車型和引擎規格
• Volkswagen
• Volkswagen Evolution - PPE、MEB 和 SSP 平台上的電動機
• Volkswagen - 頂級車型和引擎規格
• Honda
• Honda - 頂級車型和引擎規格
• Tesla
• Tesla - 頂級車型和馬達規格
• Toyota
• Toyota - 頂級車型和引擎規格
• BYD
• BYD - 頂級車型和引擎規格
• XPeng
• XPeng - 頂級車型及引擎規格

成長機會宇宙

• 成長機會1：先進製造技術
• 成長機會2：合作與夥伴關係
• 成長機會3：利用物聯網的預測性維護解決方案

附錄與後續步驟

• 成長機會的益處和影響
• 後續步驟
• 附表
• 免責聲明

Electric Motor Market Set for Double-Digit Growth Fueled by Rising EV Demand, Cost Efficiency, and Reduced Rare Earth Reliance to Enhance Supply Chain Resilience

Demand for electric motors (e-motor) has skyrocketed in recent years, driven by the growing shift toward electric vehicles (EVs), stricter carbon emission regulations, government incentives, and advancements in battery technology. Currently, interior permanent magnet synchronous motors (IPMSM) dominate most of the EV traction motor market, thanks to their use of rare earth magnets offering high efficiency, superior power output, impressive torque density, and a wide speed range. These motors, with their proven performance and cost-effectiveness, have become the go-to choice for OEMs in powering EVs. Leading markets such as China, Europe, and North America are driving this demand, fueled by robust policy support and rising consumer preferences for sustainable transportation. However, challenges such as supply chain bottlenecks for raw materials (e.g., rare earth metals for permanent magnet motors) and high production costs continue to be significant hurdles. The e-motor landscape is set to evolve as new technologies in motor design emerge. Innovations, including axial flux motors, are expected to enhance efficiency while reducing dependence on rare earth materials. Additionally, the development of alternative, cost-effective materials is poised to lower production costs for traction motors. As EV adoption spreads to emerging markets in the Asia-Pacific, these areas are expected to become major contributors to global demand. Automakers and suppliers invest heavily in localizing e-motor production to minimize supply chain risks and reduce costs. The integration of AI and IoT in manufacturing processes will optimize e-motor performance and enable predictive maintenance. By 2030, the EV e-motor industry is forecast to be more competitive, cost-effective, and technologically advanced, becoming a central player in the global transition to electric mobility.

The Impact of the Top 3 Strategic Imperatives on the Electric Motor Industry

Transformative Megatrends

Why

Increased push for reduced carbon emissions is spurring the development of alternative electric powertrains. Many major economies have set targets to be carbon-neutral by 2035, affecting the EV traction motor market.

Frost Perspective

In response to governments' carbon-neutral initiatives, OEMs have announced plans to introduce a diverse range of EV models across all alternative powertrain types. Automakers will increasingly focus on exploring various strategies to deliver high-performance electric motors in the EV traction motor market at more affordable prices.

Competitive Intensity

Why

With the growing adoption of vehicles featuring alternative powertrains, there are significant increases in investments aimed at supporting necessary developments in the interior permanent magnet synchronous motor (IPMSM) market. Additionally, new entrants are introducing innovative technologies to tap into these market opportunities.

Frost Perspective

To meet the demands of the rapidly expanding EV industry, numerous startups utilizing groundbreaking electric motor (e-motor) technologies have emerged to drive the sector forward, particularly in the e-motor production market. This influx of innovation is poised to trigger fierce competition between established players and new entrants over the forecast period.

Disruptive Technologies

Why

With the surge in global electric vehicle (EV) sales across all variants featuring various powertrain types, OEMs are pursuing advanced e-motor technologies, particularly in the axial flux motor technology market, to enhance efficiency and power density to match the performance levels of internal combustion engine (ICE) vehicles.

Frost Perspective

The EV industry is actively seeking advancements to reduce its reliance on rare earth elements, which face supply constraints in the rare-earth supply chain for EV motors market. The development of new magnet-free e-motor technologies will allow OEMs to produce EVs with desired performance metrics while keeping input costs low in the e-motor production market.

Growth Drivers

• Increased global emphasis on sustainability and stricter emission regulations are driving consumers and governments toward EV adoption. This directly results in heightened demand for e-motors in the EV traction motor market.
• High supply risks associated with rare earth elements used in magnets for e-motors spur the development of alternative technologies, which eliminate the need for these materials in e-motor production. This directly impacts the rare-earth supply chain for EV motors market.
• Efficient recycling methods for used e-motors will enable manufacturers to utilize magnets made from recycled rare earth materials. Employing circular materials this way may significantly reduce environmental impact compared to using primary raw materials in the interior permanent magnet synchronous motor (IPMSM) market.

Growth Restraints

• As more alternative technologies emerge, most e-motors used in xEVs will maintain their reliance on magnets made from rare earth materials over the next 5 to 7 years. Dependence on such materials could potentially disrupt supply chains in the rare-earth supply chain for EV motors market.
• Despite ongoing advancements, magnet-free e-motors lag behind magnet-based e-motors in terms of power density and efficiency. However, as technology evolves, particularly in the axial flux motor technology market, the performance gap between the 2 types of motors is gradually closing.
• High manufacturing costs related to the use of advanced materials and processes pose a significant challenge in the e-motor production market.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative
• The Impact of the Top 3 Strategic Imperatives on the Electric Motor Industry

Ecosystem

• Scope of Analysis
• Key Highlights-2024 and 2030E
• xEV Powertrain Segmentation
• xEV Architecture and Powertrain Components
• Electric Motor Types Used in xEVs
• Emerging Electric Motors for xEVs
• OEM-preferred Motor Types
• Key OEMs and Their Electric Motors
• Electric Motor Side-by-Side Analysis-Top 5 EV Models
• Growth Drivers
• Growth Restraints

Future Trends

• Key Future Trends in the Electric Motor Market
• Copper Demand Surge
• Revolutionizing Electric Motor Production with 3D Printing
• Recycling Used Electric Motors
• Non-Oriented Electrical Steel NOES Price Surge

Emerging EV Electric Motor Technology Trends

• Alternative Electric Motor Technologies
• Axial Flux Electric Motors
• In-Wheel Electric Motor Drive
• Flat Windings Hairpin Winding

Global Adoption Trends and Forecasts

• EV Electric Motor Market Revenue Growth
• EV Electric Motor Regional Market Share, 2021-2030
• Global EV Electric Motor Market Revenue Analysis, 2021-2030

Factors Shaping EV Motor Performance and Economics

• Electric Motor: Efficiency and Performance Keys
• Electric Motor Thermal Management
• Key OEM Thermal Management Strategies
• EV Powertrain Cost Breakdown, Global, 2024
• Electric Motor Cost Breakdown by Components

Key OEM Profiles

• General Motors
• General Motors-Top Models and Motor Specifications
• Ford Motor Company
• Ford-Top Models and Motor Specifications
• BMW
• BMW's Transition: Hybrid PMSM to Rare Earth-Free EESM
• BMW-Top Models and Motor Specifications
• Hyundai
• Hyundai-Top Models and Motor Specifications
• Volkswagen
• Volkswagen Evolution-Electric Motors in PPE, MEB, and SSP Platforms
• Volkswagen-Top Models and Motor Specifications
• Honda
• Honda-Top Models and Motor Specifications
• Tesla
• Tesla-Top Models and Motor Specifications
• Toyota
• Toyota-Top Models and Motor Specifications
• BYD
• BYD-Top Models and Motor Specifications
• XPeng
• XPeng-Top Models and Motor Specifications

Growth Opportunity Universe

• Growth Opportunity 1: Advanced Manufacturing Techniques
• Growth Opportunity 2: Collaborations and Partnerships
• Growth Opportunity 3: IoT-Powered Predictive Maintenance Solutions

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer