汽車輪轂主軸市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

2024年，全球汽車輪轂主軸市場規模達426億美元，預計到2034年將以4.1%的複合年成長率成長，達到632億美元。這主要得益於汽車產業復甦，尤其是發展中國家汽車產量的增加。隨著製造商擴大生產以滿足不斷成長的消費者需求，對輪轂主軸等關鍵零件的需求也隨之成長。電動車和混合動力車的轉型也有助於推動這一市場的發展。由於電動馬達產生的扭力模式不同，以及電池增加的重量，電動車 (EV) 需要重新設計輪轂組件。由於製造商希望最佳化性能和效率，這種轉變對輕量化、高強度的輪轂主軸產生了強勁的需求。

此外，由於人們越來越傾向於車輛翻新而非購買新車，尤其是在北美和歐洲等地區，售後市場也經歷了顯著成長。隨著車輛老化，許多消費者和車隊營運商選擇更換或升級車輪主軸等零件，以延長車輛使用壽命，同時避免購買新車的高昂成本。這種趨勢在汽車保有量大、車輛維護文化濃厚的市場尤其普遍，這些市場優先考慮成本效益和永續性。這些地區對替換零件的需求不斷成長，推動了售後市場的成長，使其成為整體市場的重要組成部分。

2024年，乘用車市場規模達280億美元，預計到2034年將達到400億美元，這得益於全球乘用車需求遠高於商用車。製造商採用創新的主軸設計，以滿足消費者對乘坐舒適性、安全性和操控精度日益成長的期望。電動車和混合動力車的興起，也推動了對性能更佳、輕量化的先進主軸的需求。

根據最終用途，市場分為原始設備製造商 (OEM) 和售後市場。 OEMOEM在 2024 年佔據 71% 的市場佔有率，預計在整個預測期內將繼續成長。 OEM 是車輪主軸需求的主要驅動力，因為主軸在組裝過程中會被整合到新車中。電動車對輕量化主軸的日益關注，促使 OEM 更加依賴技術嫻熟的主軸供應商。這些長期合約在提供穩定性的同時，也鼓勵了主軸技術和設計的創新。

2024年，亞太地區汽車輪轂主軸市場佔35%的市場佔有率，其中中國占主導地位。由於強大的製造業基礎和電動車產量的不斷成長，中國汽車產業正在快速擴張。政府推動電動車普及的政策進一步推動了對高性能、輕量化主軸的需求。本地供應商集群以及研發投入正在推動主軸技術的創新。

全球汽車輪轂主軸產業的領導者包括採埃孚股份公司、現代摩比斯、蒂森克虜伯股份公司、日立阿斯泰莫、麥格納國際、舍弗勒股份公司和捷太格特公司。為了鞏固市場地位，汽車輪轂主軸行業的企業專注於多種策略，包括與原始設備製造商 (OEM) 建立戰略合作夥伴關係、推進輕量化和高性能材料的研發以及拓展在新興市場的製造能力。此外，企業正在大力投資創新，以滿足電動車製造商的特定需求，這些製造商正在尋求客製化解決方案來提高汽車效率。此外，許多企業正在改進其供應鏈網路，以確保及時交付主軸並最大限度地減少生產延誤，從而幫助它們在快速成長的市場中保持競爭優勢。

目錄

第1章：方法論與範圍

第2章：執行摘要

第3章：行業洞察

• 產業生態系統分析
• 供應商格局
  • 原物料供應商
  • 零件製造商
  • 售後市場供應商和經銷商
  • 最終用戶
• 川普政府關稅的影響
  • 對貿易的影響
    • 貿易量中斷
    • 報復措施
  • 對產業的影響
    • 主要材料價格波動
    • 供應鏈重組
    • 價格傳導至終端市場
  • 策略產業反應
    • 供應鏈重組
    • 定價和產品策略
• 利潤率分析
• 技術與創新格局
• 重要新聞和舉措
• 成本分析
• 定價分析
  • 產品
  • 地區
• 專利分析
• 監管格局
• 衝擊力
  • 成長動力
    • 全球汽車產量不斷成長
    • 向電動車（EV）轉變
    • 售後市場需求不斷成長
    • ADAS、自動駕駛系統等車輛技術的快速進步
  • 產業陷阱與挑戰
    • 原物料價格波動
    • 供應鏈中斷
• 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：依車型，2021 - 2034 年

• 主要趨勢
• 搭乘用車
  • 掀背車
  • 轎車
  • 越野車
• 商用車
  • 輕型商用車（LCV）
  • 中型商用車（MCV）
  • 重型商用車（HCV）

第6章：市場估計與預測：按產品，2021 - 2034 年

• 主要趨勢
• 前主軸
• 後主軸
• 轉向節主軸

第7章：市場估計與預測：依資料，2021 - 2034 年

• 主要趨勢
• 鋼
• 鋁
• 複合材料

第8章：市場估計與預測：以輪驅動，2021 - 2034 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：按應用，2021 - 2034

• 主要趨勢
• 懸吊系統
• 轉向系統

第10章：市場估計與預測：依最終用途，2021 - 2034 年

• 主要趨勢
• OEM
• 售後市場

第 11 章：市場估計與預測：按地區，2021 年至 2034 年

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

第12章：公司簡介

• American Axle & Manufacturing Holdings
• Benteler Automotive
• Bharat Forge
• BRIST Axle Systems
• Cardone Industries
• Dana
• GKN Automotive
• Hitachi Astemo
• Hyundai Mobis
• JTEKT
• Linamar
• Magna International
• MAT Foundry Group
• Meritor
• MevoTech
• NSK
• NTN
• Schaeffler
• ThyssenKrupp
• ZF Friedrichshafen

The Global Automotive Wheel Spindle Market was valued at USD 42.6 billion in 2024 and is estimated to grow at 4.1% CAGR to reach USD 63.2 billion by 2034 driven by the recovery of the automotive sector, particularly in developing nations, which is increasing vehicle production. As manufacturers scale production to meet the rising consumer demand, the need for essential components like wheel spindles grows correspondingly. The shift toward electric and hybrid vehicles is also helpful in driving this market. Electric vehicles (EVs) require new designs for wheel assemblies due to different torque patterns produced by electric motors and the added weight from batteries. This transition creates strong demand for lightweight, high-strength wheel spindles, as manufacturers look to optimize performance and efficiency.

Moreover, the aftermarket segment is experiencing significant growth due to the increasing preference for vehicle refurbishment over purchasing new models, particularly in regions like North America and Europe. As vehicles age, many consumers and fleet operators choose to replace or upgrade parts, such as wheel spindles, to extend the lifespan of their vehicles while avoiding the high costs of new purchases. This trend is particularly prevalent in markets with large vehicle populations and strong vehicle maintenance cultures, where cost-effectiveness and sustainability are prioritized. The rising demand for replacement parts in these regions is driving the growth of the aftermarket segment, making it an essential part of the overall market.

The passenger vehicle segment accounted for USD 28 billion in 2024 and is expected to reach USD 40 billion by 2034 attributed to the high global demand for passenger cars compared to commercial vehicles. Manufacturers adopt innovative spindle designs to meet growing consumer expectations for ride comfort, safety, and handling precision. The rise of electric and hybrid automobiles contributes to the demand for advanced spindles with improved performance and lightweight characteristics.

Based on end-use, the market is divided into original equipment manufacturers (OEM) and aftermarket segments. The OEM segment accounted for 71% share in 2024 and is expected to continue growing throughout the forecast period. OEMs are the primary drivers of wheel spindle demand, as spindles are integrated into new vehicles during the assembly process. The growing focus on lightweight spindles for electric vehicles pushes OEMs to rely more heavily on skilled spindle suppliers. These long-term contracts provide stability while encouraging innovation in spindle technology and design.

Asia Pacific Automotive Wheel Spindle Market held a 35% share in 2024, with China leading the region. The country's automotive industry is expanding rapidly, driven by a strong manufacturing base and the increasing production of electric vehicles. Government policies that promote electric vehicle adoption are further driving demand for high-performance, low-weight spindles. Local supplier clusters, along with investments in research and development, are fueling innovation in spindle technology.

The leading companies in the Global Automotive Wheel Spindle Industry include ZF Friedrichshafen AG, Hyundai Mobis, ThyssenKrupp AG, Hitachi Astemo, Magna International, Schaeffler AG, and JTEKT Corporation. To strengthen their market presence, companies in the automotive wheel spindle industry focus on several strategies. These include forming strategic partnerships with OEMs, advancing research and development in lightweight and high-performance materials, and expanding their manufacturing capabilities in emerging markets. Additionally, companies are investing heavily in innovation to meet the specific needs of electric vehicle manufacturers, which are seeking tailored solutions to enhance the efficiency of their vehicles. Furthermore, many players are improving their supply chain networks to ensure timely delivery of spindles and minimize production delays, helping them to maintain a competitive edge in a fast-growing market.

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 360° synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Raw material suppliers
  • 3.2.2 Component manufacturers
  • 3.2.3 Aftermarket suppliers and distributors
  • 3.2.4 End users
• 3.3 Impact of Trump administration tariffs
  • 3.3.1 Impact on trade
    • 3.3.1.1 Trade volume disruptions
    • 3.3.1.2 Retaliatory measures
  • 3.3.2 Impact on the Industry
    • 3.3.2.1 Price volatility in key materials
    • 3.3.2.2 Supply chain restructuring
    • 3.3.2.3 Price transmission to end markets
  • 3.3.3 Strategic industry responses
    • 3.3.3.1 Supply chain reconfiguration
    • 3.3.3.2 Pricing and product strategies
• 3.4 Profit margin analysis
• 3.5 Technology & innovation landscape
• 3.6 Key news & initiatives
• 3.7 Cost analysis
• 3.8 Pricing analysis
  • 3.8.1 Product
  • 3.8.2 Region
• 3.9 Patent analysis
• 3.10 Regulatory landscape
• 3.11 Impact forces
  • 3.11.1 Growth drivers
    • 3.11.1.1 Rising global vehicle production
    • 3.11.1.2 Shift toward Electric Vehicles (EVs)
    • 3.11.1.3 Growing aftermarket demand
    • 3.11.1.4 Rapid advancements in vehicle technologies such as ADAS, autonomous systems
  • 3.11.2 Industry pitfalls & challenges
    • 3.11.2.1 Raw material price volatility
    • 3.11.2.2 Supply chain disruptions
• 3.12 Growth potential analysis
• 3.13 Porter's analysis
• 3.14 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 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 Vehicle, 2021 - 2034 ($Bn, Units)

• 5.1 Key trends
• 5.2 Passenger vehicles
  • 5.2.1 Hatchback
  • 5.2.2 Sedan
  • 5.2.3 SUV
• 5.3 Commercial vehicles
  • 5.3.1 Light Commercial Vehicle (LCV)
  • 5.3.2 Medium Commercial Vehicle (MCV)
  • 5.3.3 Heavy Commercial Vehicle (HCV)

Chapter 6 Market Estimates & Forecast, By Product, 2021 - 2034 ($Bn, Units)

• 6.1 Key trends
• 6.2 Front spindle
• 6.3 Rear spindle
• 6.4 Steering knuckle spindle

Chapter 7 Market Estimates & Forecast, By Material, 2021 - 2034 ($Bn, Units)

• 7.1 Key trends
• 7.2 Steel
• 7.3 Aluminum
• 7.4 Composite materials

Chapter 8 Market Estimates & Forecast, By Wheel Drive, 2021 - 2034 ($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 Application, 2021 - 2034 ($Bn, Units)

• 9.1 Key trends
• 9.2 Suspension system
• 9.3 Steering system

Chapter 10 Market Estimates & Forecast, By End Use, 2021 - 2034 ($Bn, Units)

• 10.1 Key trends
• 10.2 OEM
• 10.3 Aftermarket

Chapter 11 Market Estimates & Forecast, By Region, 2021 - 2034 ($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 Italy
  • 11.3.5 Spain
  • 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 Australia
  • 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 Saudi Arabia
  • 11.6.3 South Africa

Chapter 12 Company Profiles

• 12.1 American Axle & Manufacturing Holdings
• 12.2 Benteler Automotive
• 12.3 Bharat Forge
• 12.4 BRIST Axle Systems
• 12.5 Cardone Industries
• 12.6 Dana
• 12.7 GKN Automotive
• 12.8 Hitachi Astemo
• 12.9 Hyundai Mobis
• 12.10 JTEKT
• 12.11 Linamar
• 12.12 Magna International
• 12.13 MAT Foundry Group
• 12.14 Meritor
• 12.15 MevoTech
• 12.16 NSK
• 12.17 NTN
• 12.18 Schaeffler
• 12.19 ThyssenKrupp
• 12.20 ZF Friedrichshafen