商用車曲軸市場機會、成長動力、產業趨勢分析及2025-2034年預測

2024年，全球商用車曲軸市場規模達23億美元，預計到2034年將以5.9%的複合年成長率成長，達到41億美元，這主要得益於商用車產量的成長以及全球運輸和物流行業的快速擴張。隨著全球各行各業競相實現零排放目標，對更有效率、更清潔的汽車技術的需求正在為整個曲軸產業帶來巨大的發展動力。對混合動力、電動和過渡動力系統日益成長的需求正在重塑材料需求和性能預期，促使製造商創新更輕、更耐用的曲軸解決方案。車隊營運商正加大對下一代商用車的投資，這些車輛將傳統內燃機系統與電動平台結合，這推動了對兼具效率和可靠性的高性能零件的需求。不斷變化的供應鏈動態、更嚴格的排放法規以及對燃油經濟性的日益關注，迫使原始設備製造商和供應商重新構想傳統的曲軸設計。為了滿足全球車隊日益成長的標準，各公司正將資源投入更智慧的預測性維護技術、輕量化合金和精密製造技術。車輛到電網 (V2G) 系統的日益普及，尤其是在物流卡車和公車等重型車輛領域，進一步凸顯了對先進曲軸設計的持續需求，這種設計既能支持永續性，又能最大限度地提高引擎性能。

商業車隊日益融入智慧電網系統也影響著曲軸的設計需求。在過渡階段，參與V2G網路的車輛仍然嚴重依賴內燃機或混合動力引擎，因此曲軸對降低排放和提高燃油效率至關重要。這一趨勢與汽車產業更廣泛的轉型趨勢直接相關，即傳統系統與面向未來的行動出行解決方案的整合。在整個價值鏈中，原始設備製造商和零件製造商正優先開發輕量化、高強度、耐熱性和抗振性更強的曲軸。同時，北美、歐洲和亞洲地區旨在減少排放的監管激勵措施正在加速對高性能曲軸技術的投資。

2024年，平面曲軸市場佔據主導地位，佔據59.4%的市場佔有率，這主要歸功於其卓越的減振性能、扭矩一致性和動態平衡性。這些特性對於長途卡車、工業客車以及其他在極端負載條件下、在各種地形條件下運行的重型車輛至關重要。平面曲軸還增強了與大排氣量引擎和混合動力引擎的兼容性，確保平穩的扭力輸出，這對於實現最佳燃油效率和駕駛性能至關重要。

從銷售管道的角度來看，OEM 在 2024 年佔據了 69.4% 的主導佔有率，預計到 2034 年將以 6.8% 的複合年成長率成長。 OEM 擴大與曲軸製造商合作，共同開發優先考慮強度、抗疲勞性和熱效率的特定應用鍛造設計。

中國商用車曲軸市場佔全球54.2%的市場佔有率，2024年市場規模達4.867億美元，位居全球之冠。中國市場主導地位源自於其龐大的商用車生產規模和垂直整合的供應鏈。在政府措施、技術熟練的勞動力資源以及強大的OEM合作夥伴關係的支持下，重慶、濟南和廣州等城市已成為重要的製造業中心。對自動化鍛造生產線、機器人加工和嚴格品質控制的投資正在鞏固中國的領導地位。

全球市場的主要參與者包括巴拉特鍛造公司、蒂森克虜伯、馬勒、萊茵金屬、家樂氏曲軸公司、克勞爾凸輪與設備公司、NSI曲軸公司、採埃孚、新日鐵和天潤工業技術。產業領導者正優先研發高強度、低重量的材料，加強數控自動化，與原始設備製造OEM建立更深入的合作關係，並推進數位化整合以追蹤維護並最佳化排放性能，從而跟上商業移動出行領域不斷發展的步伐。

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
  • 製造商
  • 原物料供應商
  • 汽車OEM
  • 配銷通路
  • 最終用途
• 川普政府關稅的影響
  • 貿易影響
    • 貿易量中斷
    • 報復措施
  • 對產業的影響
    • 供應方影響（原料）
      • 主要材料價格波動
      • 供應鏈重組
      • 生產成本影響
    • 需求面影響（客戶成本）
      • 價格傳導至終端市場
      • 市佔率動態
      • 消費者反應模式
  • 受影響的主要公司
  • 策略產業反應
    • 供應鏈重組
    • 定價和產品策略
    • 政策參與
  • 展望與未來考慮
• 利潤率分析
• 技術與創新格局
• 專利分析
• 重要新聞和舉措
• 監管格局
• 定價分析
  • 推進系統
  • 地區
• 衝擊力
  • 成長動力
    • 商用車需求不斷成長
    • 運輸和物流業的擴張
    • 採用輕量高強度材料
    • 商用車曲軸技術的持續進步
  • 產業陷阱與挑戰
    • 製造成本高
    • 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：按曲軸，2021 - 2034 年

• 主要趨勢
• 平面
• 交叉平面
• 模組化的

第6章：市場估計與預測：依資料，2021 - 2034 年

• 主要趨勢
• 鍛鋼
• 鑄鐵/鋼
• 機械加工坯料

第7章：市場估計與預測：按推進方式，2021 - 2034 年

• 主要趨勢
• 柴油引擎
• 天然氣

第8章：市場估計與預測：依車型，2021 - 2034 年

• 主要趨勢
• 輕型商用車（LCV）
• 中型商用車（MCV）
• 重型商用車（HCV）

第9章：市場估計與預測：依銷售管道，2021 - 2034 年

• 主要趨勢
• 原始設備製造商
• 售後市場

第10章：市場估計與預測：按地區，2021 - 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
  • 沙烏地阿拉伯
  • 南非

第 11 章：公司簡介

• Aichi Steel
• Atlas Industries
• Bharat Forge
• Bharat gears
• Bryan Tools & Engineering
• China Zhongwang Holdings
• CIE Automotive
• Crower Cams & Equipment Company
• Indian Crankshaft Manufacturing Company (ICM)
• Kellogg Crankshaft Company
• MAHLE
• Metalurgica Riosulense S/A
• Molnar Technologies
• Nippon Steel
• NSI Crankshaft
• Rheinmetall
• Teksid
• thyssenkrupp
• Tianrun Crankshaft
• ZF Friedrichshafen

The Global Commercial Vehicle Crankshaft Market was valued at USD 2.3 billion in 2024 and is estimated to grow at a CAGR of 5.9% to reach USD 4.1 billion by 2034, driven by rising commercial vehicle production and the rapid expansion of global transportation and logistics sectors. As industries worldwide race toward zero-emission targets, the need for more efficient, cleaner vehicle technologies is creating significant momentum across the crankshaft industry. The growing demand for hybrid, electric, and transitional powertrains is reshaping material requirements and performance expectations, pushing manufacturers to innovate lighter, more durable crankshaft solutions. Fleet operators are increasingly investing in next-generation commercial vehicles that bridge traditional internal combustion systems with electrified platforms, boosting the need for high-performance components that deliver both efficiency and reliability. Evolving supply chain dynamics, stricter emissions regulations, and a heightened focus on fuel economy are compelling OEMs and suppliers to reimagine traditional crankshaft designs. Companies are now channeling resources into smarter predictive maintenance technologies, lightweight alloys, and precision manufacturing techniques to meet the rising standards of global fleets. The growing adoption of vehicle-to-grid (V2G) systems, particularly in heavy-duty segments like logistics trucks and buses, further highlights the ongoing need for advanced crankshaft designs that support sustainability while maximizing engine performance.

Increased integration of commercial fleets into smart grid systems is also influencing crankshaft design requirements. Vehicles participating in V2G networks still depend heavily on internal combustion or hybrid engines during this transitional phase, making it crucial for crankshafts to support lower emissions and enhanced fuel efficiency. This trend ties directly into the broader automotive shift toward blending legacy systems with future-forward mobility solutions. Across the value chain, OEMs and component manufacturers are prioritizing the development of lightweight, high-strength crankshafts with better heat resistance and vibration control. At the same time, regulatory incentives across North America, Europe, and Asia targeting emissions reduction are accelerating investments in high-performance crankshaft technologies.

In 2024, the cross-plane crankshaft segment dominated with a 59.4% market share, largely because of its superior vibration damping, torque consistency, and dynamic balance. These features are vital for long-haul trucks, industrial buses, and other heavy-duty vehicles that operate under extreme load conditions across diverse terrains. Cross-plane crankshafts also enhance compatibility with large displacement and hybrid engines, ensuring smooth torque delivery critical for optimal fuel efficiency and drivability.

From a sales channel standpoint, OEMs accounted for a commanding 69.4% share in 2024 and are projected to grow at a CAGR of 6.8% through 2034. OEMs are increasingly collaborating with crankshaft manufacturers to co-develop application-specific forged designs that prioritize strength, fatigue resistance, and thermal efficiency.

China Commercial Vehicle Crankshaft Market led globally with a 54.2% share, generating USD 486.7 million in 2024. The country's dominance stems from its massive commercial vehicle production scale and vertically integrated supply chain. Cities like Chongqing, Jinan, and Guangzhou have emerged as key manufacturing hubs, supported by government initiatives, skilled labor pools, and strong OEM partnerships. Investments in automated forging lines, robotic machining, and stringent quality control are reinforcing China's leadership position.

Key players in the global market include Bharat Forge, thyssenkrupp, MAHLE, Rheinmetall, Kellogg Crankshaft Company, Crower Cams & Equipment, NSI Crankshaft, ZF Friedrichshafen, Nippon Steel, and Tianrun Industrial Technology. Industry leaders are prioritizing R&D for high-strength, low-weight materials, enhancing CNC automation, forging deeper OEM collaborations, and advancing digital integration to track maintenance and optimize emissions performance, keeping pace with the evolving landscape of commercial mobility.

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 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Manufacturers
  • 3.2.2 Raw material suppliers
  • 3.2.3 Automotive OEM
  • 3.2.4 Distribution channel
  • 3.2.5 End-use
• 3.3 Impact of Trump administration tariffs
  • 3.3.1 Trade impact
    • 3.3.1.1 Trade volume disruptions
    • 3.3.1.2 Retaliatory measures
  • 3.3.2 Impact on industry
    • 3.3.2.1 Supply-side impact (raw materials)
      • 3.3.2.1.1 Price volatility in key materials
      • 3.3.2.1.2 Supply chain restructuring
      • 3.3.2.1.3 Production cost implications
    • 3.3.2.2 Demand-side impact (Cost to customers)
      • 3.3.2.2.1 Price transmission to end markets
      • 3.3.2.2.2 Market share dynamics
      • 3.3.2.2.3 Consumer response patterns
  • 3.3.3 Key companies impacted
  • 3.3.4 Strategic industry responses
    • 3.3.4.1 Supply chain reconfiguration
    • 3.3.4.2 Pricing and product strategies
    • 3.3.4.3 Policy engagement
  • 3.3.5 Outlook & future considerations
• 3.4 Profit margin analysis
• 3.5 Technology & innovation landscape
• 3.6 Patent analysis
• 3.7 Key news & initiatives
• 3.8 Regulatory landscape
• 3.9 Pricing analysis
  • 3.9.1 Propulsion
  • 3.9.2 Region
• 3.10 Impact forces
  • 3.10.1 Growth drivers
    • 3.10.1.1 Rising demand for commercial vehicles
    • 3.10.1.2 Expansion of transportation and logistics sector
    • 3.10.1.3 Adoption of lightweight and high-strength materials
    • 3.10.1.4 Ongoing technological advancements in commercial vehicle crankshaft
  • 3.10.2 Industry pitfalls & challenges
    • 3.10.2.1 High manufacturing cost
    • 3.10.2.2 Supply chain disruption
• 3.11 Growth potential analysis
• 3.12 Porter's analysis
• 3.13 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 Crankshaft, 2021 - 2034 ($Bn, Units)

• 5.1 Key trends
• 5.2 Flat plane
• 5.3 Cross plane
• 5.4 Modular

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

• 6.1 Key trends
• 6.2 Forged steel
• 6.3 Cast iron/steel
• 6.4 Machined billet

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

• 7.1 Key trends
• 7.2 Diesel
• 7.3 Natural gas

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

• 8.1 Key trends
• 8.2 Light Commercial Vehicles (LCV)
• 8.3 Medium Commercial Vehicles (MCV)
• 8.4 Heavy Commercial Vehicles (HCV)

Chapter 9 Market Estimates & Forecast, By Sales Channel, 2021 - 2034 ($Bn, Units)

• 9.1 Key trends
• 9.2 OEMs
• 9.3 Aftermarket

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

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 UK
  • 10.3.2 Germany
  • 10.3.3 France
  • 10.3.4 Italy
  • 10.3.5 Spain
  • 10.3.6 Russia
  • 10.3.7 Nordics
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 South Korea
  • 10.4.5 ANZ
  • 10.4.6 Southeast Asia
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
  • 10.5.3 Argentina
• 10.6 MEA
  • 10.6.1 UAE
  • 10.6.2 Saudi Arabia
  • 10.6.3 South Africa

Chapter 11 Company Profiles

• 11.1 Aichi Steel
• 11.2 Atlas Industries
• 11.3 Bharat Forge
• 11.4 Bharat gears
• 11.5 Bryan Tools & Engineering
• 11.6 China Zhongwang Holdings
• 11.7 CIE Automotive
• 11.8 Crower Cams & Equipment Company
• 11.9 Indian Crankshaft Manufacturing Company (ICM)
• 11.10 Kellogg Crankshaft Company
• 11.11 MAHLE
• 11.12 Metalurgica Riosulense S/A
• 11.13 Molnar Technologies
• 11.14 Nippon Steel
• 11.15 NSI Crankshaft
• 11.16 Rheinmetall
• 11.17 Teksid
• 11.18 thyssenkrupp
• 11.19 Tianrun Crankshaft
• 11.20 ZF Friedrichshafen