電動車傳動系統市場機會、成長促進因素、產業趨勢分析與預測 2024 - 2032 年

2023 年，全球電動車傳動系統市場估值為 138 億美元，預計 2024 年至 2032 年年複合成長率(CAGR) 為 8.4%。隨著人們對氣候變遷和空氣品質問題的認知不斷增強，越來越多的消費者尋求傳統內燃機（ICE）汽車的替代品。隨著電動車 (EV) 的普及加速，對電動馬達、電池和電力電子設備等重要傳動系統零件的需求不斷增加。這種日益成長的興趣也推動了業界的創新，促進了支持性基礎設施的發展，進一步推動了向電氣化交通系統的轉變。

市場根據傳動類型分為單速和多速類別。到2023 年，單速變速箱將佔據超過70% 的市場佔有率，預計到2032 年將超過190 億美元。 。這種配置增強了車輛的整體性能，因為電動馬達提供即時扭矩，使得單速系統對於電動傳動系統特別有效。此功能有助於更平穩的加速，同時有助於提供更靈敏的駕駛體驗，滿足尋求現代高性能車輛的消費者的需求。

到 2023 年，前輪驅動細分市場約佔 59% 的市場佔有率。這種設計對於優先考慮車輛多功能性的城市消費者特別有吸引力。 2023年，美國地區在電動車傳動系統市場佔據主導地位，佔有率超過70%，預計到2032年將超過55億美元。不斷增加。聯邦和州的計劃（包括稅收抵免、回扣和補助）旨在鼓​​勵消費者轉向電動車。力的選擇。

目錄

第 1 章：方法與範圍

第 2 章：執行摘要

第 3 章：產業洞察

• 產業生態系統分析
  • 原物料供應商
  • 製造商
  • 技術提供者
  • 供應商
  • 終端用戶
• 供應商格局
• 利潤率分析
• 定價分析
• 技術與創新格局
• 重要新聞和舉措
• 監管環境
• 衝擊力
  • 成長動力
    • 消費者對電動車的需求不斷增加
    • 電池技術、電動馬達和電力電子技術的創新
    • 減少碳排放的需求日益成長
    • 加強政府激勵和監管
  • 產業陷阱與挑戰
    • 供應鏈漏洞
    • 缺乏充電基礎設施
• 成長潛力分析
• 波特的分析
• PESTEL分析

第 4 章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第 5 章：市場估計與預測：按架構分類，2021 - 2032 年

• 主要趨勢
• 系列
• 平行線
• 功率分配

第 6 章：市場估計與預測：以傳輸方式，2021 - 2032 年

• 主要趨勢
• 單速
• 多速

第 7 章：市場估計與預測：按汽車分類，2021 - 2032 年

• 主要趨勢
• 小於100千瓦
• 100-250千瓦
• 250度以上

第 8 章：市場估計與預測：以驅動方式，2021 - 2032 年

• 主要趨勢
• 前輪驅動（FWD）
• 後輪驅動（RWD）
• 全輪驅動（AWD）

第 9 章：市場估計與預測：按 Propulsion 分類，2021 - 2032 年

• 主要趨勢
• 油電混合車
• 插電式混合動力汽車
• 純電動車

第 10 章：市場估計與預測：按車輛分類，2021 - 2032 年

• 主要趨勢
• 搭乘用車
• 商用車
• 二輪車

第 11 章：市場估計與預測：按地區，2021 - 2032

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 英國
  • 德國
  • 法國
  • 西班牙
  • 義大利
  • 俄羅斯
  • 北歐人
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳新銀行
  • 東南亞
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 阿拉伯聯合大公國
  • 南非
  • 沙烏地阿拉伯

第 12 章：公司簡介

• Aisin Seiki Co., Ltd.
• AVL List GmbH
• BorgWarner
• Continental AG
• Dana Incorporated
• DENSO Corporation
• GKN Automotive
• Hitachi Automotive Systems
• JTEKT Corporation
• Magna International Inc.
• Mahle GmbH
• Marelli Holdings Co., Ltd.
• Nidec Corporation
• NIO Inc.
• Robert Bosch
• Schaeffler Technologies AG & Co. KG
• SK Innovation
• Valeo Inc.
• Xpeng Inc.
• ZF Friedrichshafen AG

The Global Electric Vehicle Driveline Market was valued at USD 13.8 billion in 2023 and is projected to experience a compound annual growth rate (CAGR) of 8.4% from 2024 to 2032. The market growth is largely driven by the rising consumer preference for sustainable transportation options. As awareness of climate change and air quality issues increases, more consumers seek alternatives to traditional internal combustion engine (ICE) vehicles. As electric vehicle (EV) adoption accelerates, the demand for essential driveline components such as electric motors, batteries, and power electronics is on the rise. This growing interest is also fueling innovation within the industry and promoting the development of supportive infrastructure, further advancing the shift toward an electrified transportation system.

The market is segmented based on transmission types into single-speed and multi-speed categories. In 2023, single-speed transmissions captured over 70% of the market share and are projected to exceed USD 19 billion by 2032. The design simplicity of single-speed transmissions eliminates the need for complex gear-shifting mechanisms, resulting in a more efficient and lightweight solution. This configuration enhances overall vehicle performance, as electric motors provide instant torque, making single-speed systems particularly effective for electric drivetrains. This feature facilitates smoother acceleration while contributing to a more responsive driving experience, catering to consumers seeking modern, high-performance vehicles.

The front-wheel drive segment accounted for approximately 59% of the market share in 2023. FWD designs allow for a more compact layout by integrating the electric motor and battery in the front, which maximizes passenger and cargo space. This design is particularly appealing to urban consumers who prioritize versatility in vehicles. In 2023, the U.S. region dominated the electric vehicle driveline market with a share exceeding 70%, and it is projected to surpass USD 5.5 billion by 2032. The growth in this market can be attributed to increasing government support and incentives aimed at promoting electric mobility. Federal and state programs-including tax credits, rebates, and grants-are designed to encourage consumers to switch to EVs.These financial incentives significantly lower the overall cost of ownership, making electric vehicles a more attractive option than traditional internal combustion engine models.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Raw material providers
  • 3.1.2 Manufacturers
  • 3.1.3 Technology providers
  • 3.1.4 Suppliers
  • 3.1.5 End-user
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Pricing analysis
• 3.5 Technology & innovation landscape
• 3.6 Key news & initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Increasing consumer demand for electric vehicles
    • 3.8.1.2 Innovations in battery technology, electric motors, and power electronics
    • 3.8.1.3 Growing need to reduce carbon emissions
    • 3.8.1.4 Increasing government incentives and regulations
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 Supply chain vulnerabilities
    • 3.8.2.2 Lack of charging infrastructure
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Architecture, 2021 - 2032 ($Bn, Units)

• 5.1 Key trends
• 5.2 Series
• 5.3 Parallel
• 5.4 Power split

Chapter 6 Market Estimates & Forecast, By Transmission, 2021 - 2032 ($Bn, Units)

• 6.1 Key trends
• 6.2 Single-speed
• 6.3 Multi-speed

Chapter 7 Market Estimates & Forecast, By Motor, 2021 - 2032 ($Bn, Units)

• 7.1 Key trends
• 7.2 Less than 100 kW
• 7.3 100-250 kW
• 7.4 Above 250 kW

Chapter 8 Market Estimates & Forecast, By Drive, 2021 - 2032 ($Bn, Units)

• 8.1 Key trends
• 8.2 Front-wheel drive (FWD)
• 8.3 Rear-wheel drive (RWD)
• 8.4 All-wheel drive (AWD)

Chapter 9 Market Estimates & Forecast, By Propulsion, 2021 - 2032 ($Bn, Units)

• 9.1 Key trends
• 9.2 Hybrid vehicles
• 9.3 Plug-in hybrid vehicles
• 9.4 Battery electric vehicles

Chapter 10 Market Estimates & Forecast, By Vehicle, 2021 - 2032 ($Bn, Units)

• 10.1 Key trends
• 10.2 Passenger vehicles
• 10.3 Commercial vehicles
• 10.4 Two-wheelers

Chapter 11 Market Estimates & Forecast, By Region, 2021 - 2032 ($Bn, Units)

• 11.1 Key trends
• 11.2 North America
  • 11.2.1 U.S.
  • 11.2.2 Canada
• 11.3 Europe
  • 11.3.1 UK
  • 11.3.2 Germany
  • 11.3.3 France
  • 11.3.4 Spain
  • 11.3.5 Italy
  • 11.3.6 Russia
  • 11.3.7 Nordics
• 11.4 Asia Pacific
  • 11.4.1 China
  • 11.4.2 India
  • 11.4.3 Japan
  • 11.4.4 South Korea
  • 11.4.5 ANZ
  • 11.4.6 Southeast Asia
• 11.5 Latin America
  • 11.5.1 Brazil
  • 11.5.2 Mexico
  • 11.5.3 Argentina
• 11.6 MEA
  • 11.6.1 UAE
  • 11.6.2 South Africa
  • 11.6.3 Saudi Arabia

Chapter 12 Company Profiles

• 12.1 Aisin Seiki Co., Ltd.
• 12.2 AVL List GmbH
• 12.3 BorgWarner
• 12.4 Continental AG
• 12.5 Dana Incorporated
• 12.6 DENSO Corporation
• 12.7 GKN Automotive
• 12.8 Hitachi Automotive Systems
• 12.9 JTEKT Corporation
• 12.10 Magna International Inc.
• 12.11 Mahle GmbH
• 12.12 Marelli Holdings Co., Ltd.
• 12.13 Nidec Corporation
• 12.14 NIO Inc.
• 12.15 Robert Bosch
• 12.16 Schaeffler Technologies AG & Co. KG
• 12.17 SK Innovation
• 12.18 Valeo Inc.
• 12.19 Xpeng Inc.
• 12.20 ZF Friedrichshafen AG