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市場調查報告書
商品編碼
1998737

汽車牽引馬達市場機會、成長要素、產業趨勢分析及2026-2035年預測。

Automotive Traction Motor Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026 - 2035
出版日期: | 出版商: Global Market Insights Inc. | 英文 275 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計到 2025 年，全球汽車牽引馬達市場規模將達到 307 億美元，並預計以 13% 的複合年成長率成長，到 2035 年達到 1,042 億美元。

汽車牽引馬達市場-IMG1

汽車產業的快速電氣化正在將牽引馬達從傳動系統的輔助部件轉變為決定車輛性能和能源效率的核心部件。隨著全球交通運輸向電氣化轉型，牽引馬達對於動力輸出、最佳化能源利用以及滿足不斷變化的環境法規至關重要。這些馬達目前已廣泛整合到各種電動汽車平臺中，包括純電動車、混合動力汽車和電動商用車。電動車產量的不斷成長、車型陣容的不斷擴大以及日益嚴格的排放氣體政策，都推動了對先進馬達技術的強勁需求。汽車製造商正致力於提高馬達效率、增強扭力輸出、減輕系統整體重量並確保穩定的熱性能。同時，牽引馬達與電力電子和電池系統的整合，也促進了更全面的車輛架構設計。電機材料和結構方面的技術進步也影響市場競爭，製造商不斷開發解決方案，以提高能源效率、降低生產成本並提升車輛的長期性能。

市場範圍
開始年份 2025
預測期 2026-2035
初始市場規模 307億美元
預測金額 1042億美元
複合年成長率 13%

預計到2025年，乘用車市佔率將達到51.08%，並在2035年之前以12.3%的複合年成長率成長。該細分市場的強勁地位主要得益於全球範圍內電動乘用車的加速普及以及涵蓋不同價格區間的電動車型供應量的不斷擴大。汽車製造商正優先推進各類乘用車的電氣化，從而顯著增加了現代車輛的驅動馬達數量。此外，向專用電動車平台的轉型以及豪華乘用車中多馬達配置的日益普及，也增加了每輛車使用的馬達數量，進一步鞏固了乘用車市場的佔有率。

預計到2025年，電池式電動車（BEV）市佔率將達到67.2%，並在2026年至2035年間以13.2%的複合年成長率成長。這種壓倒性的市場主導地位主要歸功於電池式電動車完全依賴電力驅動系統。與將內燃機與電力動力傳動系統結合的混合動力汽車不同，純電動車完全由電動馬達驅動，這直接增加了每輛車對牽引馬達的需求。此外，許多高性能電動車採用多馬達配置來提高動力輸出和車輛控制性能。全球推廣零排放出行的努力、電池成本的下降以及充電基礎設施的持續擴展，進一步加速了純電動車的生產和普及，從而增加了對牽引馬達技術的需求。

預計到2025年，中國汽車牽引馬達市場規模將達104億美元，市佔率高達64.21%。憑藉主導地位以及對汽車電氣化的大力支持，中國在區域市場保持著強勁的競爭力。中國已建構起一個涵蓋大規模電動車生產、一體化供應鏈以及強大的電池和電力電子製造能力的綜合生態系統。政府旨在推廣新能源汽車和擴大電動出行基礎設施的各項舉措，持續推動電動乘用車和商務傳輸解決方案的普及。這些因素共同促成了對高效可靠電力驅動的先進牽引馬達系統需求的顯著成長。

目錄

第1章：調查方法

第2章執行摘要

第3章業界考察

  • 生態系分析
    • 供應商情況
    • 利潤率分析
    • 成本結構
    • 每個階段增加的價值
    • 影響價值鏈的因素
    • 中斷
  • 影響產業的因素
    • 促進因素
      • 全球電動車產量增加
      • 更嚴格的排放氣體和燃油效率法規
      • 公共運輸和貨運車輛電氣化進程的快速成長
      • 消費者對高性能電動車的需求日益成長
      • 增加電動車製造生態系統本地化的投資
    • 產業潛在風險與挑戰
      • 稀土元素材料價格波動
      • 初期研發和資本投資需要大量資金。
    • 市場機遇
      • 新興國家電動車普及率的擴大
      • 兩輪和三輪車輛電氣化進程
      • 政府主導的電動公車部署計畫增加
      • 高階和高性能電動車市場需求激增
  • 成長潛力分析
  • 監管指南
    • 北美洲
      • 美國：電動車稅額扣抵、美國環保署排放氣體標準和美國能源部電動車效率計劃
      • 加拿大：加拿大運輸部製定了零排放車輛 (ZEV) 強制令和安全標準。
    • 歐洲
      • 德國：歐盟二氧化碳排放目標與報廢車輛指令
      • 英國：強制性零排放車輛 (ZEV) 要求和型式法規認證
      • 法國：能源轉型法與電動車產業戰略
      • 義大利：與國家能源和氣候計畫（PNIEC）的一致性
    • 亞太地區
      • 中國：強制性新能源汽車和雙軌政策
      • 印度：汽車零件FAME II和PLI計劃
      • 日本：綠色成長策略與JEVS標準
      • 澳洲：國家電動車戰略
    • 拉丁美洲
      • 巴西：Rota 2030計劃
      • 墨西哥：美墨加協定在地化要求
      • 阿根廷：國家永續交通政策
    • 中東和非洲
      • 阿拉伯聯合大公國：2050年實現淨零排放策略並擴大電動車基礎設施
      • 沙烏地阿拉伯：2030願景與電動車本土化策略
      • 南非：綠色交通戰略
  • 波特五力分析
  • PESTEL 分析
  • 科技與創新趨勢
    • 當前技術趨勢
    • 新興技術
  • 專利分析（基於初步研究）
  • 價格分析（基於初步調查）
    • 對過去價格趨勢的分析
    • 按業務類型分類的定價策略
  • 成本細分分析
  • 永續性和環境影響分析
    • 永續計劃
    • 減少廢棄物策略
    • 生產中的能源效率
    • 環保意識的舉措
    • 關於碳足跡的考量
  • 未來展望與機遇
  • 貿易統計（基於付費資料庫）
    • 生產基地
    • 消費者群體
    • 出口和進口
  • 主要貿易走廊及關稅的影響
    • 美中貿易趨勢
    • 歐盟內部市場貿易
    • 亞太地區的貿易
  • 人工智慧和生成式人工智慧對市場的影響
    • 利用人工智慧改造現有經營模式
    • GenAI 各細分市場的應用案例與部署藍圖
    • 風險、限制和監管考量
  • 投資與資金籌措分析
    • 私募股權和創業投資的趨勢
    • 併購趨勢與策略整合
    • 政府資助和研發津貼
  • 預測假設和情境分析（基於初步研究）
    • 基本案例－驅動複合年成長率的關鍵宏觀經濟與產業變量
    • 樂觀情境－宏觀經濟與產業的順風
    • 悲觀情景－宏觀經濟放緩或產業逆風

第4章 競爭情勢

  • 介紹
  • 企業市佔率分析
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東和非洲
  • 主要市場公司的競爭分析
  • 競爭定位矩陣
  • 企業級分層基準測試
    • 層級分類標準與選擇標準
    • 按銷售額、地區和創新能力分類的層級定位矩陣。
  • 主要進展
    • 併購
    • 夥伴關係和聯盟
    • 新產品發布
    • 業務拓展計劃及資金籌措

第5章 市場估價與預測：依車輛類型分類，2022-2035年

  • 搭乘用車
    • 掀背車
    • 轎車
    • SUV
  • 商用車輛
    • 輕型商用車（LCV）
    • 中型商用車（MCV）
    • 重型商用車（HCV）
  • 摩托車
  • 越野車

第6章 市場估算與預測：依電動驅動系統分類，2022-2035年

  • 電池式電動車（BEV）
  • 混合動力電動車（HEV）
  • 插電式混合動力汽車（PHEV）

第7章 市場估計與預測：依動力來源，2022-2035年

  • PMSM
  • 交流感應馬達
  • 其他

第8章 市場估計與預測：依產量分類，2022-2035年

  • 小於200千瓦
  • 200～400 kW
  • 超過400千瓦

第9章 市場估計與預測：依地區分類，2022-2035年

  • 北美洲
    • 美國
    • 加拿大
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 義大利
    • 西班牙
    • 俄羅斯
    • 荷蘭
    • 比利時
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 澳洲
    • 韓國
    • 菲律賓
    • 印尼
  • 拉丁美洲
    • 巴西
    • 墨西哥
    • 阿根廷
  • 中東和非洲（MEA）
    • 南非
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國

第10章：公司簡介

  • 世界公司
    • Aisin
    • BorgWarner
    • Bosch
    • BYD
    • DENSO
    • Nidec
    • Tesla
    • Valeo
    • Vitesco Technologies
    • ZF Friedrichshafen
  • 當地公司
    • General Motors
    • Hitachi Astemo
    • Huawei Digital Power
    • Hyundai Mobis
    • Inovance Automotive
    • Jing-Jin Electric
    • Magna International
    • MAHLE
    • Mitsubishi Electric
    • Schaeffler Group
  • 新興企業
    • Equipmake
    • LG Magna e-Powertrain
    • Lucid Motors
    • Rivian
    • YASA（Mercedes-Benz）
簡介目錄
Product Code: 13187

The Global Automotive Traction Motor Market was valued at USD 30.7 billion in 2025 and is estimated to grow at a CAGR of 13% to reach USD 104.2 billion by 2035.

Automotive Traction Motor Market - IMG1

The rapid electrification of the automotive industry is transforming the traction motor from a secondary drivetrain element into a central component responsible for vehicle performance and energy efficiency. As global mobility transitions toward electrified transportation, traction motors have become essential for delivering power, optimizing energy usage, and supporting compliance with evolving environmental regulations. These motors are now widely integrated across various electrified vehicle platforms, including fully electric vehicles, hybrid vehicles, and electrified commercial fleets. Rising electric vehicle production, expanding vehicle model offerings, and increasingly strict emission reduction policies are collectively driving strong demand for advanced motor technologies. Automotive manufacturers are focusing on enhancing motor efficiency, improving torque output, reducing overall system weight, and ensuring stable thermal performance. At the same time, the integration of traction motors with power electronics and battery systems is encouraging a more comprehensive approach to vehicle architecture design. Technological advancements in motor materials and configurations are also influencing competition within the market as manufacturers continue to develop solutions that improve energy efficiency, reduce production costs, and enhance long-term vehicle performance.

Market Scope
Start Year2025
Forecast Year2026-2035
Start Value$30.7 Billion
Forecast Value$104.2 Billion
CAGR13%

The passenger cars segment accounted for 51.08% share in 2025 and is projected to grow at a CAGR of 12.3% through 2035. The strong position of this segment is primarily supported by the accelerating adoption of electric passenger vehicles worldwide and the increasing availability of electrified models across different price categories. Automotive manufacturers are prioritizing the electrification of various passenger vehicle categories, which has significantly increased the installation of traction motors in modern vehicles. In addition, the transition toward dedicated electric vehicle platforms and the growing adoption of multi-motor configurations in premium passenger vehicles are increasing the number of motors used per vehicle, further strengthening the market share of the passenger car segment.

The battery electric vehicle segment held a 67.2% share in 2025 and is expected to grow at a CAGR of 13.2% between 2026 and 2035. This strong dominance is largely attributed to the complete reliance of battery electric vehicles on electric propulsion systems for mobility. Unlike hybrid vehicles that combine internal combustion engines with electric powertrains, battery electric vehicles operate entirely using electric motors, which directly increases traction motor demand per vehicle. In addition, many high-performance electric vehicles utilize multiple motor configurations to enhance power output and vehicle control. Global initiatives promoting zero-emission mobility, declining battery costs, and the continuous expansion of charging infrastructure are further accelerating the production and adoption of battery electric vehicles, thereby increasing demand for traction motor technologies.

China Automotive Traction Motor Market generated USD 10.4 billion in 2025 and held 64.21% share. The country maintains a strong position in the regional market due to its leadership in global electric vehicle manufacturing and its strong support for vehicle electrification. China has developed a comprehensive ecosystem that includes large-scale electric vehicle production, integrated supply chains, and strong manufacturing capabilities for batteries and power electronics. Government initiatives aimed at promoting new energy vehicles and expanding electric mobility infrastructure continue to encourage the adoption of electrified passenger vehicles and commercial transportation solutions. These factors are contributing to substantial demand for advanced traction motor systems designed to deliver efficient and reliable electric propulsion.

Key companies operating in the Global Automotive Traction Motor Market include Bosch, Denso, ZF Friedrichshafen, Continental, Magna, Valeo, Hitachi, Mitsubishi Electric, Aisin, and General Motors. Companies competing in the Automotive Traction Motor Market are implementing a variety of strategies to strengthen their competitive position and expand global market share. Leading manufacturers are investing heavily in research and development to improve motor efficiency, increase power density, and enhance thermal management capabilities. Many companies are also focusing on developing advanced motor architectures that reduce reliance on expensive raw materials while improving performance and durability. Strategic collaborations with automotive manufacturers and technology partners are helping companies accelerate innovation and integrate traction motors more effectively with electric powertrain systems. Additionally, organizations are expanding manufacturing facilities, strengthening supply chains, and increasing production capacity to meet the rapidly growing demand for electric vehicles. Continuous technological advancement, platform integration, and global expansion remain essential strategies for maintaining competitiveness in the automotive traction motor market.

Table of Contents

Chapter 1 Methodology

  • 1.1 Research approach
  • 1.2 Quality Commitments
    • 1.2.1 GMI AI policy & data integrity commitment
      • 1.2.1.1 Source consistency protocol
  • 1.3 Research Trail & Confidence Scoring
    • 1.3.1 Research Trail Components
    • 1.3.2 Scoring Components
  • 1.4 Data Collection
    • 1.4.1 Partial list of primary sources
  • 1.5 Data mining sources
    • 1.5.1 Paid sources
      • 1.5.1.1 Sources, by region
  • 1.6 Base estimates and calculations
    • 1.6.1 Base year calculation for any one approach
  • 1.7 Forecast
    • 1.7.1 Quantified market impact analysis
      • 1.7.1.1 Mathematical impact of growth parameters on forecast
  • 1.8 Research transparency addendum
    • 1.8.1 Source attribution framework
    • 1.8.2 Quality assurance metrics
    • 1.8.3 Our commitment to trust

Chapter 2 Executive Summary

  • 2.1 Industry 360° synopsis, 2022 - 2035
  • 2.2 Key market trends
    • 2.2.1 Regional
    • 2.2.2 Vehicle
    • 2.2.3 Electric Drivetrain
    • 2.2.4 Motor
    • 2.2.5 Power Output
  • 2.3 TAM Analysis, 2026-2035
  • 2.4 CXO perspectives: Strategic imperatives

Chapter 3 Industry Insights

  • 3.1 Industry ecosystem analysis
    • 3.1.1 Supplier landscape
    • 3.1.2 Profit margin analysis
    • 3.1.3 Cost structure
    • 3.1.4 Value addition at each stage
    • 3.1.5 Factor affecting the value chain
    • 3.1.6 Disruptions
  • 3.2 Industry impact forces
    • 3.2.1 Growth drivers
      • 3.2.1.1 Rise in global electric vehicle production
      • 3.2.1.2 Increase in stringent emission and fuel efficiency regulations
      • 3.2.1.3 Surge in electrification of public transport and logistics fleets
      • 3.2.1.4 Rise in consumer demand for high-performance EVs
      • 3.2.1.5 Increase in investments toward localized EV manufacturing ecosystems
    • 3.2.2 Industry pitfalls and challenges
      • 3.2.2.1 Fluctuation in rare-earth material prices
      • 3.2.2.2 High initial R&D and capital investment requirements
    • 3.2.3 Market opportunities
      • 3.2.3.1 Growth in EV adoption across emerging economies
      • 3.2.3.2 Rise in electrification of two- and three-wheelers
      • 3.2.3.3 Increase in government-backed electric bus deployment programs
      • 3.2.3.4 Surge in demand for premium and performance EV segments
  • 3.3 Growth potential analysis
  • 3.4 Regulatory guidline
    • 3.4.1 North America
      • 3.4.1.1 U.S.: EV Tax Credits, EPA Emission Standards & DOE Electric Drive Efficiency Programs
      • 3.4.1.2 Canada: Zero-Emission Vehicle (ZEV) Mandate & Transport Canada Safety Standards
    • 3.4.2 Europe
      • 3.4.2.1 Germany: EU CO Fleet Emission Targets & End-of-Life Vehicle (ELV) Directive
      • 3.4.2.2 UK: Zero Emission Vehicle (ZEV) Mandate & Type Approval Regulations
      • 3.4.2.3 France: Energy Transition Law & EV Industrial Strategy
      • 3.4.2.4 Italy: National Energy & Climate Plan (PNIEC) Alignment
    • 3.4.3 Asia Pacific
      • 3.4.3.1 China: NEV Mandate & Dual Credit Policy
      • 3.4.3.2 India: FAME II & PLI Scheme for Auto Components
      • 3.4.3.3 Japan: Green Growth Strategy & JEVS Standards
      • 3.4.3.4 Australia: National Electric Vehicle Strategy
    • 3.4.4 Latin America
      • 3.4.4.1 Brazil: Rota 2030 Program
      • 3.4.4.2 Mexico: USMCA Localization Requirements
      • 3.4.4.3 Argentina: National Sustainable Mobility Policies
    • 3.4.5 MEA
      • 3.4.5.1 UAE: Net Zero 2050 Strategy & EV Infrastructure Expansion
      • 3.4.5.2 Saudi Arabia: Vision 2030 & EV Localization Strategy
      • 3.4.5.3 South Africa: Green Transport Strategy
  • 3.5 Porter's analysis
  • 3.6 PESTEL analysis
  • 3.7 Technology and Innovation landscape
    • 3.7.1 Current technological trends
    • 3.7.2 Emerging technologies
  • 3.8 Patent analysis (Driven by Primary Research)
  • 3.9 Pricing Analysis (Driven by Primary Research)
    • 3.9.1 Historical Price Trend Analysis
    • 3.9.2 Pricing Strategy by Player Type
  • 3.10 Cost breakdown analysis
  • 3.11 Sustainability and environmental impact analysis
    • 3.11.1 Sustainable practices
    • 3.11.2 Waste reduction strategies
    • 3.11.3 Energy efficiency in production
    • 3.11.4 Eco-friendly initiatives
    • 3.11.5 Carbon footprint considerations
  • 3.12 Future outlook & opportunities
  • 3.13 Trade statistics (Driven by Paid Database)
    • 3.13.1 Production hubs
    • 3.13.2 Consumption hubs
    • 3.13.3 Export and import
  • 3.14 Key Trade corridors & tariff impact
    • 3.14.1 US-china trade dynamics
    • 3.14.2 EU internal market trade
    • 3.14.3 Asia-pacific regional trade
  • 3.15 Impact of AI & Generative AI on the Market
    • 3.15.1 AI-Driven disruption of existing business models
    • 3.15.2 GenAI use cases & adoption roadmap by segment
    • 3.15.3 Risks, limitations & regulatory considerations
  • 3.16 Investment & funding analysis
    • 3.16.1 Private equity & venture capital activity
    • 3.16.2 M&a trends & strategic consolidations
    • 3.16.3 Government funding & R&D grants
  • 3.17 Forecast assumptions & scenario analysis (Driven by Primary Research)
    • 3.17.1 Base Case - key macro & industry variables driving CAGR
    • 3.17.2 Optimistic Scenarios - Favorable Macro and Industry Tailwinds
    • 3.17.3 Pessimistic Scenario - Macroeconomic slowdown or industry headwinds

Chapter 4 Competitive Landscape, 2025

  • 4.1 Introduction
  • 4.2 Company market share analysis
    • 4.2.1 North America
    • 4.2.2 Europe
    • 4.2.3 Asia-Pacific
    • 4.2.4 Latin America
    • 4.2.5 Middle East & Africa
  • 4.3 Competitive analysis of major market players
  • 4.4 Competitive positioning matrix
  • 4.5 Company Tier Benchmarking
    • 4.5.1 Tier Classification Criteria & Qualifying Thresholds
    • 4.5.2 Tier Positioning Matrix by Revenue, Geography & Innovation
  • 4.6 Key developments
    • 4.6.1 Mergers & acquisitions
    • 4.6.2 Partnerships & collaborations
    • 4.6.3 New product launches
    • 4.6.4 Expansion plans and funding

Chapter 5 Market Estimates & Forecast, By Vehicle, 2022 - 2035 ($Bn, Units)

  • 5.1 Key trends
  • 5.2 Passenger vehicles
    • 5.2.1 Hatchback
    • 5.2.2 Sedan
    • 5.2.3 SUVs
  • 5.3 Commercial vehicles
    • 5.3.1 Light Commercial Vehicles (LCV)
    • 5.3.2 Medium Commercial Vehicles (MCV)
    • 5.3.3 Heavy Commercial Vehicles (HCV)
  • 5.4 Two-wheelers
  • 5.5 Off-road vehicles

Chapter 6 Market Estimates & Forecast, By Electric Drivetrain, 2022 - 2035 ($Bn, Units)

  • 6.1 Key trends
  • 6.2 Battery Electric Vehicle (BEV)
  • 6.3 Hybrid Electric Vehicle (HEV)
  • 6.4 Plug-in Hybrid Electric Vehicle (PHEV)

Chapter 7 Market Estimates & Forecast, By Motor, 2022 - 2035 ($Bn, Units)

  • 7.1 Key trends
  • 7.2 PMSM
  • 7.3 AC Induction
  • 7.4 Others

Chapter 8 Market Estimates & Forecast, By Power Output, 2022 - 2035 ($Bn, Units)

  • 8.1 Key trends
  • 8.2 Less than 200 KW
  • 8.3 200-400 KW
  • 8.4 Above 400 KW

Chapter 9 Market Estimates & Forecast, By Region, 2022 - 2035 ($Bn, Units)

  • 9.1 Key trends
  • 9.2 North America
    • 9.2.1 US
    • 9.2.2 Canada
  • 9.3 Europe
    • 9.3.1 Germany
    • 9.3.2 UK
    • 9.3.3 France
    • 9.3.4 Italy
    • 9.3.5 Spain
    • 9.3.6 Russia
    • 9.3.7 Netherlands
    • 9.3.8 Belgium
  • 9.4 Asia Pacific
    • 9.4.1 China
    • 9.4.2 India
    • 9.4.3 Japan
    • 9.4.4 Australia
    • 9.4.5 South Korea
    • 9.4.6 Philippines
    • 9.4.7 Indonesia
  • 9.5 Latin America
    • 9.5.1 Brazil
    • 9.5.2 Mexico
    • 9.5.3 Argentina
  • 9.6 MEA
    • 9.6.1 South Africa
    • 9.6.2 Saudi Arabia
    • 9.6.3 UAE

Chapter 10 Company Profiles

  • 10.1 Global Players
    • 10.1.1 Aisin
    • 10.1.2 BorgWarner
    • 10.1.3 Bosch
    • 10.1.4 BYD
    • 10.1.5 DENSO
    • 10.1.6 Nidec
    • 10.1.7 Tesla
    • 10.1.8 Valeo
    • 10.1.9 Vitesco Technologies
    • 10.1.10 ZF Friedrichshafen
  • 10.2 Regional Players
    • 10.2.1 General Motors
    • 10.2.2 Hitachi Astemo
    • 10.2.3 Huawei Digital Power
    • 10.2.4 Hyundai Mobis
    • 10.2.5 Inovance Automotive
    • 10.2.6 Jing-Jin Electric
    • 10.2.7 Magna International
    • 10.2.8 MAHLE
    • 10.2.9 Mitsubishi Electric
    • 10.2.10 Schaeffler Group
  • 10.3 Emerging players
    • 10.3.1 Equipmake
    • 10.3.2 LG Magna e-Powertrain
    • 10.3.3 Lucid Motors
    • 10.3.4 Rivian
    • 10.3.5 YASA (Mercedes-Benz)