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市場調查報告書
商品編碼
1801248
汽車傳動系統市場規模、佔有率、趨勢及預測(按車型、驅動類型和地區),2025 年至 2033 年Automotive Drivetrain Market Size, Share, Trends and Forecast by Vehicle Type, Drive Type, and Region, 2025-2033 |
2024年,全球汽車傳動系統市場規模達2,247.8億美元。展望未來, IMARC Group預測,到2033年,市場規模將達到3,639.4億美元,2025-2033年期間的複合年成長率為5.22%。亞太地區佔主導地位,2024年市佔率高達40%。電動車(EV)銷量的上升、技術的不斷發展以及對輕型傳動軸的需求不斷成長,是影響汽車傳動系統市場佔有率的一些關鍵因素。
汽車傳動系統產業的發展受到多種促進因素的推動。消費者對節能高效、動力強勁的汽車的需求日益成長,這促使製造商不斷創新。隨著全球燃油價格持續波動,排放法規日益嚴格,消費者和製造商都致力於開發能夠在不犧牲動力和可靠性的前提下提高燃油經濟性的技術。此外,全球更嚴格的排放法規也推動了電動車 (EV) 和混合動力車的普及。各國政府正在為電動零排放車提供激勵措施和強制要求,並大力推行從傳統內燃機 (ICE) 轉向電動動力系統的轉變。這為電動傳動系統創造了市場,因為電動傳動系統比之前的內燃機傳動系統更簡單、更有效率。此外,傳動系統的持續技術改進也是一個關鍵因素。高階變速箱(例如雙離合器變速箱、CVT)、組合式電力驅動單元(電力驅動橋)和智慧全輪驅動系統等趨勢提升了車輛的性能、安全性和整體駕駛體驗。電子設備和複雜控制單元的共同整合實現了即時電力分配調整,進一步推動了汽車動力傳動系統市場的成長。
在美國,受汽車產業向電動和混合動力汽車推進系統轉型的推動,汽車傳動系統產業正在進行大規模整合。各製造商正在進行策略性合併,以增強其產品組合,涵蓋傳統內燃機系統和下一代電動車技術。此舉旨在鞏固其全球市場地位,並提高其在不斷變化的汽車動力傳輸格局中的適應能力。例如,2025年1月,美國車橋製造公司(AAM)同意以約14.4億美元的現金和股票收購道萊斯集團(Dowlais Group)。這項策略性措施旨在創建一個合併後的實體,擁有更強大的內燃機(ICE)、混合動力和電動車(EV)傳動系統產品組合。此次合併將增強其全球市場地位,並使其能夠更好地適應不斷變化的推進系統趨勢。
加速推進系統電氣化
全球汽車動力傳動系統產業正面臨巨大且快速的發展。全球電動車普及率的大幅提升徹底改變了該產業對永續交通的關注。這種不斷成長的需求在很大程度上改變了工業優先事項,導致對電動馬達、電力電子設備和複雜電池系統的生產和大規模製造投入巨資。這需要對現有生產線進行大規模改造,並新建專門生產電動動力傳動系統零件的工廠。此外,這項轉型需要對勞動力進行再培訓,並建立新的供應鏈合作夥伴關係,以實現先進電動動力傳動系統的大量生產。這種持續的變革確保了全球交通推進系統擁有一個更清潔、更有效率、更先進技術的未來。根據國際能源總署 (IEA) 的數據,2024 年全球電動車銷量將超過 1,700 萬輛,增幅超過 25%。
深化電動傳動系統整合
隨著汽車製造商和系統設計商之間合作的不斷加強,汽車動力傳動系統市場前景正在發生顯著轉變。這需要拓展現有的合作關係,將先進的電力驅動系統應用於更多樣化的車輛應用。高度整合、多馬達、多速的電力驅動系統正受到重視,它們不僅能提供高功率輸出,還能提供卓越的牽引力和創新功能。此類合作體現了對推動電動車性能和效率邁向新水準的投資,超越簡單的電氣化,邁向複雜最佳化的推進系統。整個產業正朝著更先進、整合和高性能的電力驅動系統發展,這些系統是透過協作專業知識和創新工程打造的。例如,2025年2月,麥格納拓展了與賓士的長期合作關係,為新款電動越野車提供先進的eDS Duo電驅動系統。這款雙馬達、兩速的動力傳動系統可提供高達240千瓦的功率、卓越的牽引力以及360度旋轉等獨特功能,從而提升了電動車的性能和效率。
增強電動出行便利性
根據汽車動力傳動系統市場預測,全球充電基礎設施的快速擴張預計將顯著推動市場發展。公共充電設施的廣泛建設為電動車帶來了前所未有的便利性。這種全面的普及是至關重要的推動因素,它增強了消費者對電動車的信心,並直接刺激了對先進電動傳動系統的需求。充電網路的改善有效緩解了人們對車輛續航里程的擔憂,而這正是阻礙電動車廣泛普及的關鍵歷史障礙,從而鼓勵更多個人和車隊擁抱電動車。強勁的基礎設施成長形成了強大的正回饋循環,驗證並鼓勵了對創新電動馬達、電力電子和整合式動力傳動系統研發和製造的持續投資。充電日益便捷,進一步加速了向電動車技術主導的未來轉型。例如,根據國際能源總署 (IEA) 的報告,預計到 2024 年,全球將新增超過 130 萬個公共電動車充電樁,這將在未來幾年進一步推動市場發展。
轉向電動車
汽車傳動系統產業蘊藏著巨大的機遇,尤其是在全球轉型為電動車(EV)的背景下。對清潔、節能出行的需求日益成長,為電動傳動系統創造了一個日益成長的市場。新興的混合動力和純電動技術為製造商提供了多元化產品組合併遵守環保標準的機會。都市化進程和發展中經濟體汽車保有量的上升也刺激了需求。智慧技術的整合——例如扭矩向量分配和電控全輪驅動系統——價值更高,能夠使傳動系統更加安全、更佳。此外,研發投入和策略聯盟促進了輕量化材料和模組化傳動系統的創新。自動駕駛汽車的發展是另一個驅動力,因為它需要強大而聰明的傳動系統。節能且永續發展的原始設備製造商和供應商將從這個不斷變化的環境中獲益最多,同時佔領高階和經濟型細分市場。
開發先進傳動系統成本高,阻礙市場成長
最大的挑戰之一是打造複雜動力傳動系統的成本,尤其是在電動車領域。電池技術成本高昂,而擁有電動動力傳動系統並保持性能和成本效益則十分複雜。供應鏈中斷(主要針對稀土等關鍵材料)可能會減緩生產速度。此外,不同地區的嚴格排放法規各不相同,因此遵守這些法規對全球企業來說都極具挑戰性。即使是從內燃機轉向電動動力傳動系統,也會帶來基礎設施問題,例如充電網路薄弱。此外,生產設施和原有系統需要進行改造,這需要投入巨額資金。激烈的競爭和技術的快速變化要求持續創新,這又會增加研發費用。最後,消費者對新動力傳動系統的接受度,尤其是在新興市場,仍然不確定,因為它取決於價格、認知度和基礎設施。所有這些因素加在一起,對大多數企業而言,維持獲利能力和維持創新能力都構成了挑戰。
The global automotive drivetrain market size was valued at USD 224.78 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 363.94 Billion by 2033, exhibiting a CAGR of 5.22% during 2025-2033. Asia Pacific dominated the market, holding a significant market share of 40% in 2024. The rising sales rate of electric vehicles (EVs), continuous technological developments, and the increasing demand for lightweight driveshafts represent some of the key factors contributing to the automotive drivetrain market share.
The automotive drivetrain industry is propelled by several driving factors. Growing demand from customers for fuel-efficient and powerful vehicles compels manufacturers to innovate. As fuel prices worldwide continue to fluctuate and emission regulations become stricter across the globe, consumers and manufacturers both focus on technologies that deliver better fuel economy without compromising power or reliability. In addition to this, stricter worldwide emission rules are driving the penetration of electric vehicles (EVs) and hybrid vehicles. Governments are providing incentives and mandates for electrically powered zero-emission cars, with a dramatic migration away from conventional internal combustion engines (ICEs) toward electrified powertrains. This has created a market for electric drivetrains that are less complex and more efficient than their ICE predecessors. Moreover, ongoing technological improvements in drivetrain systems are a key factor. Trends like high-end transmissions (e.g., dual-clutch transmissions, CVTs), combined electric drive units (e-axles), and intelligent all-wheel-drive systems improve vehicle performance, safety, and overall driving experience. The co-integration of electronics and sophisticated control units enables real-time power distribution adjustments, further driving the automotive drivetrain market growth.
In the US, a significant consolidation is underway within the automotive drivetrain sector, driven by the industry's pivot toward electric and hybrid vehicle propulsion. Manufacturers are strategically merging to enhance their product portfolios, encompassing traditional internal combustion engine systems alongside next-generation EV technologies. This movement aims to bolster global market positions and adaptability amid the evolving landscape of vehicle power delivery. For instance, in January 2025, American Axle & Manufacturing (AAM) agreed to acquire Dowlais Group for approximately USD 1.44 Billion in cash and shares. This strategic move aims to create a combined entity with a strengthened product portfolio for internal combustion engine (ICE), hybrid, and electric vehicles (EV) drivetrains. The merger would enhance its global market position and ability to adapt to evolving propulsion trends.
Accelerating Electrification of Propulsion Systems
The global automobile drivetrain industry is facing immense and fast-paced development. A huge spurt in global electric vehicle adoption radically alters the focus of the industry toward sustainable transport. This growing demand is revolutionizing industrial priorities to a great extent, leading to heavy investment in the production and large-scale manufacturing of electric motors, power electronics, and sophisticated battery systems. It requires a significant overhaul of existing production lines and new plants dedicated to electric drivetrain parts. In addition, the transition requires retraining of labor and enables new supply chain partnerships to enable high-volume production of advanced electric drivetrains. This ongoing evolution ensures a cleaner, more efficient, and technologically advanced future for transportation propulsion systems globally. According to the International Energy Agency (IEA), electric car sales topped 17 Million worldwide in 2024, marking an increase of more than 25%.
Deepening Electrified Drivetrain Integration
The automotive drivetrain market outlook is witnessing a remarkable transformation through increased cooperation between vehicle makers and system designers. This entails expanding existing working relationships to include sophisticated electric drive systems in more varied vehicle applications. Highly integrated, multi-motor, and multi-speed electric drivetrains are being emphasized that not only offer high power output but also remarkable traction and innovative functionalities. Such collaborations represent an investment in driving electric vehicle performance and efficiency to new levels, beyond simple electrification toward intricate, optimized propulsion systems. The industry as a whole is evolving toward more advanced, integrated, and high-performance electric drives, crafted through collaborative expertise and innovative engineering. For example, in February 2025, Magna expanded its long-term partnership with Mercedes-Benz by supplying the advanced eDS Duo electric drive system for the new electric off-roader. This dual-motor, 2-speed drivetrain offered up to 240 kW of power, exceptional traction, and unique features like 360-degree rotation, enhancing performance and efficiency in electrified vehicles.
Enhanced Electrified Mobility Accessibility
Based on the automotive drivetrain market forecast, the market is expected to receive a significant boost from the rapid expansion of global charging infrastructure. The widespread establishment of public charging facilities creates an unprecedented level of accessibility for electrified vehicles. This comprehensive availability is a crucial enabler, fostering increased consumer confidence in electric propulsion and directly stimulating higher demand for advanced electric drivetrains. Improved charging networks effectively alleviate concerns about vehicle range, a key historical barrier to broader adoption, thereby encouraging more individuals and fleets to embrace electric mobility. This robust infrastructure growth provides a strong positive feedback loop, validating and encouraging ongoing investment in the research, development, and manufacturing of innovative electric motors, power electronics, and integrated drivetrain systems. The increasing convenience of charging further accelerates the transition toward a future dominated by electrified vehicle technologies. For instance, the addition of more than 1.3 Million public EV charging points globally in 2024, as reported by the IEA, is projected to propel the market further in the coming years.
Shift Towards EVs
The automotive drivetrain industry offers major opportunities, particularly with the worldwide transition to electric vehicles (EVs). Increasing demand for clean, fuel-efficient mobility creates a growing market for electric drivetrains. Emerging hybrid and full-electric technologies provide manufacturers with opportunities to diversify their portfolios and comply with environmental standards. Urbanization and rising vehicle ownership in developing economies also stimulate demand. Integration of intelligent technologies-such as torque vectoring and electronically controlled AWD systems-is worth more, making drivetrain systems more safe and more performing. In addition, R&D investments and strategic alliances promote innovation in lightweight materials and modular drivetrain systems. The drive for autonomous vehicles is another driver, as it needs strong and smart drivetrain systems. OEMs and suppliers who are energy efficient and sustainable will profit the most from this changing environment, capturing both premium and economy segments.
High Cost of Developing Advanced Drivetrain to Impede the market Growth
One of the biggest challenges is the expense of creating sophisticated drivetrain systems, especially in EVs. Battery technology is still costly, and having electric drivetrains while still maintaining performance and cost-effectiveness is complicated. Supply chain disruptions-mainly for key materials such as rare earths-can slow down manufacturing. Moreover, strict emissions regulations differ between regions, so following them can be challenging for global players. Even the shift to electric drivetrains from internal combustion engines creates infrastructure issues like poor charging networks. In addition, production facilities as well as legacy systems need to be retooled at significant expense. Competitive competition and rapid changes in technology call for ongoing innovation, which boosts R&D expenses. Lastly, consumers' acceptance of new drivetrain technologies particularly in emerging markets is still uncertain, as it depends on price, awareness, and infrastructure. All these put together present challenges for most players in sustaining profitability as well as remaining innovators.
Passenger cars stood as the largest vehicle type in 2024, holding around 63.7% of the market due to their sheer volume and evolving technological demands. As global automotive production continues to increase, the manufacturing of passenger cars necessitates a substantial volume of diverse drivetrain components, creating robust demand across the industry. Furthermore, the increasing consumer preference for enhanced vehicle performance, safety, comfort, and fuel efficiency in passenger cars directly fuels the adoption of advanced drivetrain systems. This includes the growing integration of sophisticated electric and hybrid drivetrains, along with innovative technologies like all-wheel-drive systems and lightweight components, all contributing positively to market expansion and technological advancement within this crucial segment.
Front wheel drive leads the market with around 55.8% of market share in 2024, owing to its widespread adoption and consistent growth. FWD vehicles are highly popular globally, particularly in the passenger car segment, owing to their cost-effectiveness, fuel efficiency, and compact packaging. The substantial volume of FWD vehicle production directly translates into robust demand for associated drivetrain components such as transmissions, axles, and differentials. This segment's continued expansion, notably in regions like Asia-Pacific, fuels ongoing investment in FWD drivetrain technologies. The inherent advantages of FWD systems in terms of manufacturing simplicity and consumer appeal ensure their sustained role in propelling the overall automotive drivetrain market forward.
In 2024, Asia Pacific accounted for the largest market share of 40%, due to its prominent role as a global automotive manufacturing powerhouse. Countries like China, Japan, South Korea, and India collectively account for a significant portion of worldwide vehicle production, creating a massive inherent demand for drivetrain components. This manufacturing strength is further bolstered by factors such as a rapidly expanding middle class, increasing disposable incomes, and accelerated urbanization across the region, which drives higher vehicle sales. Moreover, governments in Asia Pacific are actively promoting the adoption of electric vehicles (EVs) through supportive policies, incentives, and substantial investments in charging infrastructure. This push toward electrification is fueling the demand for advanced and specialized electric drivetrains, solidifying the region's leading position.
United States Automotive Drivetrain Market Analysis
In 2024, the United States accounted for 85.2% of the market share in North America. The automotive drivetrain industry in the United States is growing steadily, driven by changing customer tastes for high-performance cars and increased use of all-wheel drive (AWD) and four-wheel drive (4WD) systems in passenger and utility vehicles. The market benefits from the use of modern drivetrain technology that improves vehicle dynamics, traction control, and fuel efficiency. The growth of connected and autonomous car technologies is increasing demand for advanced drivetrain systems that can enable intelligent mobility solutions. According to the report, new-car sales in the U.S. in 2025 started on a strong note, rising by 4% compared to 2024, reaching 3.9 Million vehicles, which further underscores the expanding market potential. Additionally, drivetrain component upgrades and customization are supported by a thriving aftermarket and a well-established automotive modification culture. The expansion of the off-road and leisure vehicle markets creates further demand. The tech-savvy customer base and emphasis on performance-driven advancements need ongoing drivetrain innovation, with research focused on lightweight materials and torque vectoring technologies to improve durability and energy efficiency.
Europe Automotive Drivetrain Market Analysis
The automobile drivetrain market in Europe is undergoing a substantial transition as a result of rigorous environmental requirements and a governmental push for sustainable mobility solutions. The trend toward electric drivetrains, particularly plug-in hybrids, is being pushed by customers' increasing desire for fuel economy and carbon footprint reduction. Furthermore, the European Regions Research and Innovation Network highlights the Climate-Neutral and Smart Cities Mission, which supports 100 European cities in becoming climate-neutral by 2030, positioning them as innovation hubs and setting a path for all European cities to achieve climate neutrality by 2050. The emphasis on improving urban transportation has resulted in the development of small drivetrain systems specifically designed for metropolitan contexts. Drivetrain software innovation is gaining pace, notably in terms of power distribution optimization and energy regeneration. Furthermore, the growing popularity of shared and fleet mobility services is influencing drivetrain needs for durability and adaptability in high-usage environments.
Asia Pacific Automotive Drivetrain Market Analysis
Asia Pacific's automotive drivetrain market is growing steadily, backed by strong growth in vehicle manufacturing and increasing consumer demand for technologically sophisticated mobility. The Society of Indian Automobile Manufacturers states that the region's passenger vehicles (PVs) achieved their all-time high sales at 4.3 Million Units during FY 2024-25, an increase of 2% from a year earlier. Utility vehicles (UVs) at 65% of total PV sales remain a key driver of growth, with drivetrain choices driven by a trend toward all-wheel and performance-oriented systems. Urbanization and changing mobility requirements have created mounting demand for compact yet efficient drivetrain configurations that can address congested urban traffic scenarios. The region is a source of drivetrain innovation because of technological partnerships, minimized emissions, better road networks, and greater affordability of advanced cars. This has resulted in hybrid and modular drivetrain architecture development, increasing stability, handling, and performance.
Latin America Automotive Drivetrain Market Analysis
Latin America's automotive drivetrain market is gaining momentum due to rising vehicle ownership, increased demand for load-handling and performance vehicles, economic recovery, and infrastructure development. There is a growing interest in drivetrain technologies that support fuel economy while offering improved traction and off-road capability, particularly in utility and transport vehicles. Additionally, the market is witnessing a gradual shift toward electrification, as highlighted by Climate Scorecard, which reports that Brazil registered around 177,000 electric vehicles in 2024. This trend is encouraging the adoption of advanced electric and hybrid drivetrain systems across the region. The market also benefits from increasing investments in automotive assembly operations, boosting the regional integration of drivetrain systems into locally manufactured vehicles. With evolving consumer preferences and regional mobility demands, Latin America is steadily embracing sophisticated drivetrain configurations tailored for both urban and rural applications.
Middle East and Africa Automotive Drivetrain Market Analysis
The automotive drivetrain market in the Middle East and Africa is heavily influenced by unique terrain demands and the rising popularity of multi-utility vehicles. Drivetrain systems that deliver high torque and enhanced stability are increasingly sought after to tackle desert, mountainous, and mixed-surface driving conditions. With the commercial transport and logistics sectors expanding rapidly, drivetrain performance and durability have become critical selection criteria. A report highlights that the commercial vehicle market in Saudi Arabia alone is projected to reach a staggering USD 6.7 Billion by 2025, underscoring the region's growth potential. Urban centers are adopting drivetrain technologies for improved efficiency and smoother power delivery, driven by increased technological awareness and consumer preference for ride quality without compromising fuel economy.
The automotive drivetrain market is experiencing robust expansion, driven by the increasing global adoption of electric vehicles and overall automotive production growth. Product innovation is thriving, with continuous advancements in hybrid and electric drivetrain systems, including integrated eAxle technologies that enhance efficiency and compactness. Strategic partnerships and collaborations are widespread, fostering innovation and strengthening market positions. Governments globally are actively supporting this transition through ambitious EV mandates, consumer incentives, and significant investments in charging infrastructure. Research and development efforts are intensely focused on creating intelligent, adaptive, and highly efficient drivetrain systems, leveraging lightweight materials and advanced AI-based solutions. These collective efforts are ensuring continuous technological advancement, market leadership, and the development of more accessible and sustainable mobility solutions.