非公路用設備變速箱零件市場：北美和歐洲（2024-2030 年）

緩慢的經濟復甦，加上對建築業和農業領域的投資，預計將促進戰略夥伴關係，並降低新市場參與企業的進入門檻。

預計到2030年，北美建築和農業機械市場將保持溫和成長，歐洲市場將呈現中等至強勁的成長。住宅、城市和交通基礎設施的投資將推動小型施工機械的銷售，而農場規模的擴大（北美和歐洲都是如此）將推動對高功率曳引機的需求。儘管輪式底盤系統目前佔市場主導地位，但履帶式底盤系統在北美和歐洲的非公路設備傳動零件市場（2024-2030年）的複合年成長率預計將分別達到4.2%和3.2%。包括公共產業、工業、農業和園林綠化在內的各個行業的操作員和終端用戶對小型設備的需求將推動對輔助系統的需求。小型設備對各種附件的需求不斷成長，也將帶動對輔助系統液壓動力單元的需求增加。

供應鏈課題、客戶行為變化以及持續的貿易緊張局勢預計將對整車製造商和變速箱零件供應商之間現有的和新的夥伴關係產生影響。

本研究重點在於關鍵輸電部件的單位需求，分析競爭格局，確定影響市場的關鍵合作關係和趨勢，並提供 2030 年的需求預測。

分析範圍

本研究分析了非公路設備變速箱零件市場的成長。

目的：

• 分析建築和農業機械行業的成長趨勢和機會。
• 評估傳動部件市場的技術趨勢和市場動態
• 檢驗2030年的市場狀況並了解未來前景
• 分析變速器零件市場的競爭格局和技術趨勢

本次調查解答的關鍵問題：

• 主要需求和成長領域在哪裡？
• 業界的主要參與企業有哪些？他們未來有哪些發展和產品推出活動？
• 業界有哪些值得關注的合作關係和亮點？
• 影響成長的關鍵因素和趨勢是什麼？

調查範圍

地理覆蓋範圍

北美（美國和加拿大）、歐洲（歐盟和英國）

調查期

2024-2030

基準年

2024

預測期

2025-2030

貨幣單位

美元

適用範圍

建築與農業

目標裝置

挖土機、裝載機、農用曳引機

零件範圍

OEM對行星齒輪箱（單體式和整合式）、車橋、動力輸出裝置、液壓系統和三點式懸吊裝置（用於農業曳引機）的需求

地緣政治動盪

原因

• 俄烏衝突和貿易戰帶來的經濟不確定性對OEM廠商的營運、供應商的信心以及消費者的購買決策產生了重大影響。

弗羅斯特的觀點

• 已宣布計劃在美國設立製造工廠的原始設備製造商正在擴大其產能以維持成長和貿易關係，但預計對銷售的正面影響將在中長期內顯現。

弗羅斯特的觀點

• 雙邊貿易協定和加強貿易，例如巴西與墨西哥、加拿大與歐洲以及印度與歐洲之間的貿易協定，將鼓勵擴大相關人員的參與和合作。

產業融合

原因

• 非公路用車產業相關人員將採取策略措施來應對短期課題。

弗羅斯特的觀點

• 原始設備製造商、供應商、Start-Ups、金融機構和租賃公司之間的策略夥伴關係將支持其擴張和永續成長。

弗羅斯特的觀點

• 垂直整合擴大了產品系列，並為終端用戶提供了一站式解決方案。

競爭加劇

原因

• 新技術正在電氣化和自動化等領域對產業產生持續影響。

弗羅斯特的觀點

• 預計這種策略協同效應將提供低成本的解決方案，從而消除客戶的猶豫。

弗羅斯特的觀點

• 短期內，我們預期 OEM 廠商與解決方案供應商之間，以及 OEM 廠商與承包商之間，將出現大量收購和合資企業，以確保特定應用領域的成長。

競爭環境

競爭對手數量

• 約有25家全球性公司，年銷售額超過10億美元。

競爭因素

• 產品效率、耐用性、能源效率、整體擁有成本、售後服務、客製化、符合安全標準、經銷商網路、品牌聲譽和全球應對力

主要終端用戶產業

• 製造業、建設業、農業機械

主要競爭對手

• 採埃孚集團、博世、康明斯、艾里遜變速箱、邦飛利、Carraro SpA、Parker Chelsea、伊頓、Mottrol

流通結構

• OEM、直銷、售後市場

重大併購

• 艾里遜變速箱公司於 2025 年 6 月收購了達納公司的非公路車輛部門。

主要競爭對手－原始設備製造商和供應商

OEM製造商

北美洲

• TEREX CORPORATION
• CATERPILLAR
• KOMATSU
• XCMG
• LIEBHERR
• SANY
• VOLVO
• HITACHI
• DOOSAN BOBCAT
• SANDVIK
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

歐洲

• SANDVIK
• EPIROC
• VOLVO
• LIEBHERR
• KOMATSU
• CATERPILLAR
• XCMG
• SANY
• HITACHI
• DOOSAN BOBCAT
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

供應商

北美洲

• Dana Incorporated
• Allison Transmission
• Cummins
• Omni Powertrain Technologies
• Muncie Power Products
• Heavy Hitch
• Ruegg MFG
• Behlen Country
• Kolpin Outdoors
• Agri Supply
• Parker Chelsea

歐洲

• Kessler+Co
• Bosch
• Eaton
• ZF Group
• Bonfiglioli
• Carraro SpA
• Comer Industries SpA
• LHY Powertrain
• Farinia Group
• NAF Axles
• ESCO Group
• Zuidberg

目錄

調查範圍

變革非公路設備變速器零件市場

• 為什麼成長變得越來越困難
• 策略要務
• 三大策略要務對非公路設備變速箱零件產業的影響

成長環境：非公路設備變速箱零件市場的生態系統

• 北美經濟環境
• 歐洲經濟環境
• 北美建設產業
• 歐洲建設產業
• 北美建設產業定義
• 歐洲建設產業的定義
• 北美農地面積
• 美國農場概況
• 歐洲農業用地面積
• 歐洲農場概況
• 競爭環境
• 主要競爭對手－原始設備製造商和供應商

北美和歐洲非公路設備變速箱零件市場成長促進因素

• 成長指標
• 挖土機和裝載機 - 推動因素
• 挖土機和裝載機－成長阻礙因素
• 農業曳引機—成長動力
• 農用曳引機 - 生長控制
• 預測考量
• 預測考量：需求預測 - 依應用領域分類的傳動部件分銷：挖掘機和裝載機
• 預測研究：需求預測 - 依應用領域分類的變速箱零件分銷：農業曳引機

市場預測 - 非公路設備銷售

• 市場預測－各地區非公路設備銷售狀況
• 市場預測 - 非公路設備依應用領域分類的銷售情況
• 市場預測 - 非公路設備銷售（依類型分類）
• 市場預測 - 挖土機銷量
• 市場預測－裝載機銷量
• 市場預測－農用曳引機銷量
• 市場預測 - 非公路用設備傳動零件
• 預測分析—北美和歐洲
• 非公路設備OEM市場佔有率
• OEM市佔率分析
• 北美零件供應商競爭格局
• 歐洲零件供應商競爭格局
• 競爭格局 - 第一叢集：齒輪、變速箱和傳動系統
• 競爭格局－第二叢集：車軸、傳動軸與動力輸出裝置

北美非公路設備變速箱零件市場成長促進因素

• 成長指標
• 非公路裝備單位銷售額
• 依應用程式分類的非公路設備銷售額
• 依類型分類的非公路設備銷售
• 挖土機單元銷售
• 裝載機單元銷售
• 農用曳引機銷售
• 非公路車輛變速箱零件
• 預測分析 – 北美

歐洲非公路設備變速箱零件市場成長促進因素

• 成長指標
• 非公路裝備單位銷售額
• 依應用程式分類的非公路設備銷售額
• 依類型分類的非公路設備銷售
• 挖土機單元銷售
• 裝載機單元銷售
• 農用曳引機銷售
• 非公路車輛變速箱零件
• 預測分析 - 歐洲

需求與技術趨勢—挖土機與裝載機

• 挖土機和裝載機—需求和技術趨勢
• 趨勢一 - 電力設備
• 總體擁有成本分析 - 電動挖土機
• 總擁有成本分析 - 電動輪式裝載機
• 市場上最頂級的電動車車型
• 趨勢二：系統級創新與人工智慧
• 趨勢二：智慧型設備
• 趨勢二：具備智慧功能的關鍵產品
• 趨勢 3 - BMT

需求與技術趨勢—農業曳引機

• 農業曳引機—需求與技術趨勢
• 趨勢一：精密農業
• 趨勢一：精密農業、OEM能力
• 趨勢一：精密農業，第三方解決方案供應商
• 趨勢二：自動駕駛曳引機
• 趨勢二：自動駕駛曳引機、主要產品與功能
• 趨勢 3 - BMT
• 趨勢三－服務供應商的關鍵能力
• 依應用分類的曳引機設備
• 農業機械的 ISOBUS
• 實施自動化功能

非公路用設備變速箱零件市場—生態系統與技術展望

• 非公路生態系統
• 非公路用設備 -施工機械變速器類型
• 非公路用設備 - 農用曳引機變速器類型
• 動力換檔變速箱
• 液壓傳動 - 輪式設備
• 液力變矩器式輪式設備
• 同步嚙合傳動機械式農用曳引機
• CVT 車輪
• 追蹤裝置 - 移動/擺動裝置
• 農業曳引機動力輸出軸系統概述
• PTO規格
• 軸裝式輪式設備
• 車軸概覽 - 農業曳引機
• 履帶式挖土機的零件成本分攤
• 挖掘機零件成本構成摘要
• 零件成本分攤 -後鏟式裝載機
• 後鏟式裝載機零件成本分攤摘要
• 零件成本分攤－農業曳引機
• 農業曳引機零件成本摘要概要
• 組件成本貢獻估算調查方法

發展機會

• 成長機會1：電氣化
• 成長機會2：軟體控制系統
• 成長機會3：非公路設備傳動部件的需求

附錄

下一步

The Delayed Economic Recovery, Along With Investments in the Construction and Agricultural Industries, Will Drive Strategic Partnerships and Reduce Entry Barriers for New Market Participants

The construction and agricultural equipment market is expected to experience moderate growth in the North American market and moderate-to-strong growth in the European market until 2030. Investments in residential, urban, and transportation infrastructure will drive sales of compact construction equipment, while the consolidation of farms (both in North America and Europe) will drive demand for higher HP tractors. Though wheeled undercarriage systems dominate the market, tracked units are expected to grow at a compound annual growth rate (CAGR, 2024-2030) of 4.2% and 3.2% in the North American and European off-highway equipment transmission components markets, respectively. Operator or end-customer requirements for compact equipment in a wide range of operations, such as utility, industrial, agriculture, and landscaping and green spaces, will drive the demand for auxiliary systems. The growing need for multiple attachment types in compact equipment will drive the demand for hydraulic units for auxiliary systems.

Supply chain challenges, evolving customer behavior, and ongoing trade wars will influence existing as well as new partnerships between OEMs and transmission component suppliers.

This research focuses on the unit demand for key transmission components and also analyzes the competitive landscape. In addition, the study highlights key partnerships and trends influencing the market and forecasts demand for 2030.

Scope of Analysis

This research analyzes the growth of the off-highway equipment transmission components market.

Objectives:

• Analyze growth trends and growth opportunities in the construction and agricultural equipment industry
• Evaluate technology trends and market dynamics for the transmission components market
• Examine market status and understand expectations by 2030
• Analyze the competitive and technological landscape in the transmission components market

Key Questions This Study Answers:

• What are the main areas of demand and growth?
• Who are the top industry participants, and what are their anticipated development and launch activities?
• What are some of the notable partnerships and highlights in the industry?
• What are the main factors and trends shaping growth?

Scope

Geographic coverage

North America (the United States and Canada), Europe (the European Union and the United Kingdom)

Study period

2024-2030

Base year

2024

Forecast period

2025-2030

Monetary unit

US dollar

Application scope

Construction and agriculture

Equipment scope

Excavators, loaders, and agricultural tractors

Component Scope

OE demand for planetary gearbox (standalone and integrated), axles, PTO units, hydraulics, and 3-point hitch (for agricultural tractors)

Geopolitical Chaos

Why

• Economic uncertainties caused by the Russo-Ukrainian conflict and trade wars have significantly affected OEM operations, supplier confidence, and consumer purchase decisions.

Frost Perspective

• OEMs that announced plans to launch manufacturing plants in the United States are expanding capacities to sustain growth and trade relations. However, the positive impact on sales is expected in the medium-to-long term.

Frost Perspective

• Bilateral trade agreements and the strengthening of trade between countries such as Brazil-Mexico, Canada-Europe, and India-Europe will drive expansion and collaboration among stakeholders.

Industry Convergence

Why

• Off-highway industry stakeholders will adopt strategic measures to counter short-term challenges.

Frost Perspective

• Strategic partnerships among OEMs, suppliers, start-ups, financial institutions, and rental companies will support their expansion and sustain growth.

Frost Perspective

• Vertical integration will expand the product portfolio and enable one-stop solutions for end customers.

Competitive Intensity

Why

• New technologies are continuously impacting the industry in fields such as electrification and automation.

Frost Perspective

• Strategic synergies are expected to offer low-cost solutions to alleviate customer hesitance.

Frost Perspective

• Acquisitions and joint ventures among OEMs-solution providers and OEMs-contractors, respectively, will surge in the short term to secure growth in specific applications.

Competitive Environment

Number of Competitors

• ~25 global companies with revenue greater than $1 billion

Competitive Factors

• Product efficiency, durability, energy efficiency, total cost of ownership, after-sales support, customization, safety compliance, dealer network, brand reputation, and global adaptability

Key End-user Industry Verticals

• Manufacturing, construction, and agricultural equipment

Leading Competitors

• ZF Group, Bosch, Cummins, Allison Transmission, Bonfiglioli, Carraro S.p.A, Parker Chelsea, Eaton, and Mottrol

Distribution Structure

• OEMs, direct sales, and the aftermarket

Notable Mergers and Acquisitions

• Allison Transmission acquired Dana Incorporated's off-highway division in June 2025

Key Competitors-OEMs and Suppliers

OEMs

North America

• TEREX CORPORATION
• CATERPILLAR
• KOMATSU
• XCMG
• LIEBHERR
• SANY
• VOLVO
• HITACHI
• DOOSAN BOBCAT
• SANDVIK
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

Europe

• SANDVIK
• EPIROC
• VOLVO
• LIEBHERR
• KOMATSU
• CATERPILLAR
• XCMG
• SANY
• HITACHI
• DOOSAN BOBCAT
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

Suppliers

North America

• Dana Incorporated
• Allison Transmission
• Cummins
• Omni Powertrain Technologies
• Muncie Power Products
• Heavy Hitch
• Ruegg MFG
• Behlen Country
• Kolpin Outdoors
• Agri Supply
• Parker Chelsea

Europe

• Kessler+Co
• Bosch
• Eaton
• ZF Group
• Bonfiglioli
• Carraro S.p.A
• Comer Industries S.p.A
• LHY Powertrain
• Farinia Group
• NAF Axles
• ESCO Group
• Zuidberg

Table of Contents

Research Scope

• Scope of Analysis
• Off-Highway Equipment Segmentation

Transformation in the Off-Highway Equipment Transmission Components Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Off-Highway Equipment Transmission Components Industry

Growth Environment: Ecosystem in the Off-Highway Equipment Transmission Components Market

• Economic Environment-North America
• Economic Environment-Europe
• Construction Industry-North America
• Construction Industry-Europe
• Construction Industry Definitions-North America
• Construction Industry Definitions-Europe
• Agriculture Acreage in North America
• Profile of Farms in the United States
• Agriculture Acreage in Europe
• Profile of Farms in Europe
• Competitive Environment
• Key Competitors-OEMs and Suppliers

Growth Generator in the Off-Highway Equipment Transmission Components Market-North America and Europe

• Growth Metrics
• Excavators and Loaders-Growth Drivers
• Excavators and Loaders-Growth Restraints
• Agricultural Tractors-Growth Drivers
• Agricultural Tractors-Growth Restraints
• Forecast Considerations
• Forecast Considerations: Demand Forecast-Distribution of Transmission Components by Application: Excavators and Loaders
• Forecast Considerations: Demand Forecast-Distribution of Transmission Component by Application: Agricultural Tractors

Market Forecast-Off-Highway Equipment Unit Sales

• Market Forecast-Off-Highway Equipment Unit Sales by Region
• Market Forecast-Off-Highway Equipment Unit Sales by Application
• Market Forecast-Off-Highway Equipment Unit Sales by Equipment Type
• Market Forecast-Excavator Unit Sales
• Market Forecast-Loader Unit Sales
• Market Forecast-Agricultural Tractor Unit Sales
• Market Forecast-Off-Highway Equipment Transmission Components
• Forecast Analysis-North America and Europe
• Off-Highway Equipment OEM Market Share
• OEM Market Share Analysis
• Competitive Landscape of Component Suppliers-North America
• Competitive Landscape of Component Suppliers-Europe
• Competitive Landscape-Cluster 1: Gears, Gearboxes, Transmission Systems
• Competitive Landscape-Cluster 2: Axles, Driveshafts, PTO Units

Growth Generator in the Off-Highway Equipment Transmission Components Market-North America

• Growth Metrics
• Off-Highway Equipment Unit Sales
• Off-Highway Equipment Unit Sales by Application
• Off-Highway Equipment Unit Sales by Equipment Type
• Excavator Unit Sales
• Loader Unit Sales
• Agricultural Tractor Unit Sales
• Off-Highway Transmission Components
• Forecast Analysis-North America

Growth Generator in the Off-Highway Equipment Transmission Components Market-Europe

• Growth Metrics
• Off-Highway Equipment Unit Sales
• Off-Highway Equipment Unit Sales by Application
• Off-Highway Equipment Unit Sales by Equipment Type
• Excavator Unit Sales
• Loader Unit Sales
• Agricultural Tractor Unit Sales
• Off-Highway Transmission Components
• Forecast Analysis-Europe

Demand and Technology Trends-Excavators and Loaders

• Excavators and Loaders-Demand and Technology Trends
• Trend 1-Electric Equipment
• TCO Analysis-Electric Excavators
• TCO Analysis-Electric Wheel Loaders
• Top Electric Models in the Market
• Trend 2-System-Level Innovations and AI
• Trend 2-Smart Equipment
• Trend 2-Key Products with Smart Features
• Trend 3-BMT

Demand and Technology Trends-Agricultural Tractors

• Agricultural Tractors-Demand and Technology Trends
• Trend 1-Precision Agriculture
• Trend 1-Precision Agriculture, OEM Features
• Trend 1-Precision Agriculture, Third-Party Solution Providers
• Trend 2-Autonomous Tractors
• Trend 2-Autonomous Tractors, Key Products and Features
• Trend 3-BMT
• Trend 3-Key Service Provider Features
• Tractor Implements by Application
• ISOBUS for Agricultural Equipment
• Implement Automation Functions

Off-Highway Equipment Transmission Components Market-Ecosystem and Technology Landscape

• Off-Highway Ecosystem
• Off-Highway Equipment-Construction Equipment Transmission Types
• Off-Highway Equipment-Agricultural Tractor Transmission Types
• Powershift Transmission
• Hydrostatic Transmission-Wheeled Equipment
• Hydrodynamic Torque Converter-Wheeled Equipment
• Synchromesh Transmission Mechanical-Agricultural Tractors
• CVT-Wheeled Equipment
• Tracked Equipment-Travel/Swing Device
• Agricultural Tractor PTO-System Overview
• PTO Specifications
• Axles-Wheeled Equipment
• Axles Overview-Agricultural Tractors
• Component Cost Contribution-Tracked Excavators
• Excavator Component Cost Contribution Summary
• Component Cost Contribution-Backhoe Loaders
• Backhoe Loader Component Cost Contribution Summary
• Component Cost Contribution-Agricultural Tractors
• Agricultural Tractor Component Cost Contribution Summary
• Component Cost Contribution-Estimation Methodology

Growth Opportunity Universe

• Growth Opportunity 1: Electrification
• Growth Opportunity 2: Software Control Systems
• Growth Opportunity 3: Off-Highway Equipment Transmission Component Demand

Appendix

• Major OEM Product Launches-Electric Equipment

Next Steps

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