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全球電動車牽引馬達用稀土元素永磁體市場規模、佔有率及成長預測（2026-2031年）

Global Rare-Earth Permanent Magnets for EV Traction Motors Market Size, Share & Growth Forecast (2026-2031)
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 152 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

預計電動車牽引馬達中使用的稀土元素永磁體的銷售額將從 2026 年的 24.5 億美元成長到 2031 年的 47.5 億美元，在此期間的複合年成長率將達到 14.2%。

全球電動車牽引馬達用稀土元素永磁體市場正處於三大因素的交匯點：電動車的成長、高性能馬達的設計、關鍵礦物的穩定供應。燒結釹鐵硼磁鐵憑藉其在緊湊型轉子設計中實現的高磁能密度，在高性能牽引馬達中繼續發揮至關重要的作用。這使得馬達能夠在實現高扭矩的同時，實現小型化和輕量化。因此，電動車的日益普及持續為牽引馬達用磁鐵創造了強勁的需求基礎。

中國稀土元素加工和永久磁鐵製造的集中度也影響著這一市場格局。 2024年，中國永久磁鐵產量佔全球近95%。 2025年4月推出的出口許可證制度增加了下游用戶的採購風險，凸顯了供應鏈多元化的重要性。同時，製造商正透過改進磁體設計、晶界擴散和溫度控管，降低對重稀土元素的依賴。對北美、歐洲和亞太地區的投資也在推動替代供應鏈的發展。

市場促進因素

電動車產量增加

  • 全球電動車產量的擴張是牽引馬達用稀土元素永磁體需求的主要驅動力。預計2025年全球電動車銷量將超過2,000萬輛，2026年將達到約2,300萬輛。永磁牽引馬達憑藉其高效能、​​高扭力密度和緊湊的結構，仍然是搭乘用電池式電動車和插電式混合動力車的關鍵應用。
  • 馬達配置也會影響對磁鐵的需求。單電機車輛只需要一個牽引電機，而雙電機和多電機平台則需要額外的電機系統。因此，四輪驅動車輛和高性能電動車每輛車可能需要消耗更多的磁鐵。

對結構緊湊、高效牽引馬達的需求

  • 燒結釹鐵硼磁鐵具有高剩磁、矯頑力和磁能積。這些特性使製造商能夠開發出扭矩密度高的緊湊型馬達。由此帶來的封裝柔軟性對於電動車而言至關重要，因為馬達效率、車輛重量、可用空間和熱性能密切相關。
  • 在對效率和緊湊型馬達結構要求極高的汽車平臺上，高性能永久磁鐵的應用尤其重要。儘管人們對其他馬達技術的興趣日益濃厚，但永磁馬達的這些特性仍支撐著其廣泛應用。

供應穩定和區域製造業

  • 鑑於中國在採礦、分離、精煉、合金生產和磁鐵製造等領域的強大實力，供應鏈多元化的戰略重要性日益凸顯。這種集中化意味著，即使原料來自中國境外，加工或磁鐵生產環節的任何中斷都可能對製造商造成影響。
  • 2025年4月的許可要求凸顯了這項風險。隨著許可申請的堆積，汽車製造商和供應商面臨供應短缺和採購不確定性。因此，製造商更重視地域分散的磁鐵供應和長期採購系統。

減少重稀土元素的消耗

  • 鏑和鋱能夠提高高溫下的抗退磁性能。然而，這些材料的供應比釹和镨更為稀缺。因此，製造商正致力於透過晶界擴散、微觀結構控制、改進合金設計以及提高馬達冷卻效率等方式來減少重稀土元素的使用。
  • 這些技術使製造商能夠在保持永磁馬達結構不變的情況下，減少對重稀土元素通常受到供應限制。這為需要更少鏑和鋱的高級磁鐵材料創造了成長機會。

市場限制因素

高度集中的供應鏈

  • 中國在永久磁鐵製造領域的主導地位持續影響著市場。到2024年，中國將佔全球永久磁鐵產量的近95%。此外，中國也佔全球整體用於磁體的稀土元素分離純化量的90%以上。
  • 這種集中化加劇了市場對出口許可、政策變化、物流中斷和原料供應波動的敏感性。此外，建立替代供應鏈需要大量投資和專業的製造技術。

出口限制和採購方面的不確定性

  • 中國於2025年4月實施的出口限制措施對某些中重稀土元素及相關材料引入了許可證制度。雖然這項措施並非全面禁止，但許可證核准的延遲導致下游製造商面臨嚴重的供不應求。
  • 2026年8月至9月期間，全球磁鐵貿易在許多目的地恢復到歷史水平，但某些受管製材料的價格仍然波動，對美國的出口仍然疲軟。這種情況意味著，供應穩定性仍然是汽車製造商和磁鐵買家關注的策略問題。

用於替代不含稀土元素的電機

  • 稀土元素驅動馬達技術存在一些長期的替代風險。外勵式同步馬達和感應馬達可以省去稀土元素永磁體。多家製造商正在開發無磁推進系統，法雷奧和雷諾計劃在2027年前量產200千瓦、800伏特的稀土元素馬達。
  • 這些替代技術可能會削弱電動車產量成長與稀土元素磁鐵需求之間的相關性。它們的採用將取決於各個細分市場的具體需求，以及馬達效率、封裝、熱性能、逆變器控制和供應穩定性等方面的考慮。

開發替代生產能力面臨的挑戰

  • 北美、歐洲和其他亞洲市場的本地磁鐵生產能力正在擴大。然而，與預計的全球需求相比，中國以外的磁鐵產量仍然小規模。新計畫在資金籌措、競爭力、認證和規模方面也面臨挑戰。原計劃於2026年投產的歐洲稀土元素磁鐵製造廠的取消，顯示在現有製造地之外建立商業性競爭力的生產能力十分困難。

目錄

第1章：執行摘要

第2章：市場概述

  • 市場概覽
  • 市場區隔

第3章：商業趨勢

  • 市場促進因素
    • 隨著電動車產量的擴大，對磁鐵的需求也持續成長。
    • 中國在下游領域的主導地位提升了供應穩定性的價值。
    • 大幅減少稀土元素的使用正成為一項重要的設計目標。
  • 市場限制因素
    • 設計不使用稀土元素的馬達有長期替代風險。
  • 市場機遇
  • 波特五力分析
  • 產業價值鏈分析
  • 中國的出口限制及其對供應鏈的影響

第4章 技術展望

  • 燒結釹鐵硼磁體
  • 低重稀土元素含量磁鐵
  • 回收稀土元素磁鐵
  • 更換為不使用磁鐵的電機

第5章：全球電動車牽引馬達用稀土元素永磁體市場：依磁鐵類型分類

  • 燒結釹鐵硼
  • 鍵結釹鐵硼
  • 其他稀土元素永久磁鐵

第6章：全球電動車牽引馬達用稀土元素永磁體市場：依稀土元素成分分類

  • 鎢
  • 鎝
  • 鋱
  • 其他稀土元素

第7章：全球電動車牽引馬達用稀土元素永磁體市場：依車輛類型分類

  • 搭乘用電池式電動車
  • 插電式混合動力電動車
  • 商用電動車
  • 電動二輪車和三輪車

第8章：全球電動車牽引馬達用稀土元素永磁體市場：依馬達配置分類

  • 單機動車
  • 雙馬達汽車
  • 多機動車輛

第9章：全球電動車牽引馬達用稀土元素永磁體市場：依地區分類

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他南美國家
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 義大利
    • 其他歐洲國家
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非
    • 其他中東和非洲國家
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 韓國
    • 其他亞太國家

第10章：競爭環境與分析

  • 主要公司及策略分析
  • 市佔率分析
  • 擴大生產能力、簽訂供應合約和回收利用
  • 競爭環境儀錶板

第11章：公司簡介

  • JL MAG Rare-Earth Co., Ltd.
  • Ningbo Yunsheng Co., Ltd.
  • Beijing Zhong Ke San Huan High-Tech Co., Ltd.
  • Earth-Panda Advanced Magnetic Material Co., Ltd.
  • Shin-Etsu Chemical Co., Ltd.
  • Proterial, Ltd.
  • TDK Corporation
  • Daido Steel Co., Ltd.
  • VACUUMSCHMELZE GmbH/eVAC Magnetics
  • MP Materials Corp.
  • Neo Performance Materials Inc.
  • Noveon Magnetics Inc.
  • Arnold Magnetic Technologies
  • USA Rare Earth, LLC
  • Magnequench
  • Less Common Metals Ltd.
  • Yantai Zhenghai Magnetic Material Co., Ltd.
  • Zhejiang Innuovo Magnetics Co., Ltd.

第12章 近期趨勢

第13章附錄

簡介目錄
Product Code: KSI-009276

The revenue from rare-earth permanent magnets used in EV traction motors is expected to increase from USD 2.45 billion in 2026 to USD 4.75 billion in 2031 at a robust 14.2% CAGR over this period.

The global rare-earth permanent magnets market for EV traction motors is positioned at the intersection of electric vehicle growth, high-performance motor design, and critical mineral supply security. Sintered neodymium-iron-boron magnets remain important for high-performance traction motors because they provide high magnetic energy density in compact rotor designs. This enables high torque while supporting lower motor size and weight. The expanding adoption of electric vehicles therefore continues to create a strong demand base for traction-motor magnets.

The market is also being shaped by the concentration of rare-earth processing and permanent-magnet manufacturing in China. China accounted for nearly 95% of global permanent-magnet manufacturing in 2024. Export licensing introduced in April 2025 increased procurement risks for downstream users and highlighted the importance of supply diversification. At the same time, manufacturers are reducing their dependence on heavy rare earths through improved magnet designs, grain-boundary diffusion, and better thermal management. Investments in North America, Europe, and Asia Pacific are also supporting the development of alternative supply chains.

Market Drivers

Rising Electric Vehicle Production

  • The expansion of global electric vehicle production is the primary demand driver for rare-earth permanent magnets used in traction motors. Global electric-car sales exceeded 20 million units in 2025, while approximately 23 million sales are expected in 2026. Passenger battery electric vehicles and plug-in hybrid electric vehicles remain important applications because permanent-magnet traction motors provide a combination of efficiency, torque density, and compact packaging.
  • Motor configuration also affects magnet demand. Single-motor vehicles require one traction motor, while dual-motor and multi-motor platforms require additional motor systems. All-wheel-drive and performance-oriented electric vehicles can therefore increase magnet consumption per vehicle.

Demand for Compact and Efficient Traction Motors

  • Sintered NdFeB magnets offer strong remanence, coercivity, and energy product. These properties allow manufacturers to develop compact motors with high torque density. The resulting packaging flexibility is valuable for electric vehicles, where motor efficiency, vehicle weight, available space, and thermal performance are closely linked.
  • The use of high-performance permanent magnets is particularly relevant in vehicle platforms where efficiency and compact motor architecture are important. These characteristics continue to support permanent-magnet motor adoption despite growing interest in alternative motor technologies.

Supply Security and Regional Manufacturing

  • China's strong position across mining, separation, refining, alloy production, and magnet manufacturing has increased the strategic importance of supply diversification. The concentration means that disruptions at the processing or magnet-production stages can affect manufacturers even when raw material is sourced from outside China.
  • The April 2025 export licensing requirements highlighted this exposure. Automakers and suppliers faced tighter availability and procurement uncertainty as licensing applications accumulated. As a result, manufacturers are placing greater emphasis on geographically diversified magnet supply and long-term sourcing arrangements.

Reduction in Heavy Rare-Earth Consumption

  • Dysprosium and terbium improve resistance to demagnetization at elevated temperatures. However, these materials are more supply-concentrated than neodymium and praseodymium. Manufacturers are therefore working to reduce heavy rare-earth intensity through grain-boundary diffusion, microstructure control, improved alloy design, and better motor cooling.
  • These technologies allow manufacturers to retain permanent-magnet motor architectures while reducing exposure to constrained heavy rare-earth inputs. This creates a growth opportunity for advanced magnet grades with lower dysprosium and terbium requirements.

Market Restraints

High Supply Chain Concentration

  • The market remains exposed to China's dominant position in permanent-magnet manufacturing. China accounted for almost 95% of global permanent-magnet production in 2024. It also represented more than 90% of global separation and refining for magnet rare earths.
  • This concentration increases the sensitivity of the market to export licensing, policy changes, logistics disruptions, and changes in material availability. Establishing alternative supply chains also requires substantial investment and specialized manufacturing expertise.

Export Controls and Procurement Uncertainty

  • China's April 2025 export controls introduced licensing requirements for selected medium and heavy rare-earth elements and related materials. The measures did not represent a universal ban, but licensing delays contributed to practical shortages for downstream manufacturers.
  • Although global magnet flows recovered toward historical levels for many destinations by August and September 2026, selected controlled materials remained volatile and U.S.-bound shipments remained weaker. This continues to make supply security a strategic concern for automotive manufacturers and magnet buyers.

Substitution from Rare-Earth-Free Motors

  • Rare-earth-free traction motor technologies present a long-term substitution risk. Externally excited synchronous motors and induction motors can eliminate the need for rare-earth permanent magnets. Several manufacturers are developing magnet-free propulsion systems, while Valeo and Renault plan series production of a 200 kW, 800 V rare-earth-free motor in 2027.
  • These alternatives can reduce the relationship between EV production growth and rare-earth magnet demand. Adoption will depend on vehicle segment requirements, motor efficiency, packaging, thermal performance, inverter control, and supply security considerations.

Challenges in Developing Alternative Capacity

  • North American, European, and other Asian markets are expanding local magnet capacity. However, production outside China remains small compared with projected global demand. New projects also face financing, competitiveness, qualification, and scale challenges. The cancellation of a planned European rare-earth magnet facility in 2026 illustrates the difficulty of building commercially competitive capacity outside established manufacturing centers.

Technology and Segment Insights

Magnet Type

  • Sintered NdFeB is the principal high-performance magnet technology for EV traction motors. Its high magnetic performance supports compact motor designs and high torque density. Automotive-grade magnets must also provide thermal stability, corrosion resistance, dimensional accuracy, and long-term reliability.
  • Bonded NdFeB and other rare-earth permanent magnets represent additional technology segments. Their adoption depends on motor architecture, performance requirements, manufacturing processes, and application-specific design considerations.

Rare-Earth Input

  • Neodymium and praseodymium are the principal magnetic inputs used in high-performance NdFeB magnets. Dysprosium and terbium are used in selected grades to improve high-temperature coercivity and resistance to demagnetization.
  • The market is moving toward lower heavy rare-earth intensity. Grain-boundary diffusion and localized heavy rare-earth placement allow manufacturers to use these materials more efficiently. Better thermal management can further reduce the temperature exposure of magnets and support lower heavy rare-earth requirements.

Vehicle Type

  • Passenger battery electric vehicles represent a major application base because of their growing production and continued use of permanent-magnet traction motors. Plug-in hybrid electric vehicles also contribute to demand.
  • Commercial electric vehicles provide another application segment where motor performance and durability are important. Electric two- and three-wheelers create additional demand, particularly in markets where these vehicle categories have significant electrification potential.

Motor Configuration

  • Single-motor vehicles represent the simplest traction configuration. Dual-motor vehicles require additional permanent magnets and can therefore increase magnet demand per vehicle. Multi-motor platforms can create further demand, particularly where performance, traction, or advanced drivetrain configurations require multiple propulsion motors.

Geography

  • Asia Pacific remains the dominant regional market. China combines a large electric vehicle manufacturing base with extensive rare-earth refining, alloy production, and permanent-magnet capacity. Japan remains an important source of high-performance automotive magnet technology.
  • India is developing domestic magnet capacity through government-supported initiatives and private investment. A national scheme approved in 2025 targets 6,000 tonnes per year of integrated sintered rare-earth permanent-magnet capacity. India is also expected to require approximately 3,250 tonnes of rare-earth permanent magnets for EVs by 2030.
  • North America and Europe are expanding alternative production capacity. These developments are focused on reducing dependence on Chinese supply and supporting localized automotive-grade magnet production.

Competitive and Strategic Outlook

  • The competitive environment includes major Chinese magnet producers, established Japanese materials companies, and emerging North American and European suppliers. Key companies identified in the market include JL MAG Rare-Earth, Ningbo Yunsheng, Proterial, TDK, Daido Steel, Shin-Etsu Chemical, Beijing Zhong Ke San Huan, Earth-Panda, VACUUMSCHMELZE, eVAC, MP Materials, Noveon Magnetics, Arnold Magnetic Technologies, and Neo Performance Materials.
  • Competition is increasingly based on automotive qualification, production scale, magnet performance, heavy rare-earth reduction, traceable sourcing, recycling capabilities, and long-term supply agreements. Suppliers with integrated capabilities across rare-earth processing, alloy production, and magnet manufacturing can strengthen supply reliability.
  • Regional capacity expansion is becoming a central strategic theme. MP Materials is developing a large U.S. manufacturing campus, while eVAC and VACUUMSCHMELZE have established commercial magnet capacity in South Carolina. India is also supporting integrated domestic production to reduce reliance on imported finished magnets.
  • Recycling provides another strategic opportunity. Recovery from manufacturing scrap and end-of-life electric vehicle motors can retain valuable rare-earth materials within the automotive supply chain. Closed-loop recovery can reduce exposure to newly mined materials when scrap can be efficiently separated and returned to magnet or alloy production.
  • At the same time, manufacturers must manage the competitive threat from rare-earth-free motor technologies. Permanent-magnet motors retain advantages in efficiency and compactness, but alternative architectures may gain adoption in applications where supply security, material costs, or motor design requirements favor magnet-free solutions.

Conclusion

  • The Rare Earth Permanent Magnets for EV Traction Motors Market is expected to expand strongly from USD 2.45 billion in 2026 to USD 4.75 billion by 2031. Rising electric vehicle production, demand for compact high-efficiency traction motors, and increasing use of dual- and multi-motor platforms will support market growth. However, supply concentration, export controls, heavy rare-earth availability, and rare-earth-free motor technologies will shape the competitive environment. Technology development is therefore focused on reducing heavy rare-earth intensity, improving magnet performance, expanding regional manufacturing, and increasing recycling. The market outlook will depend on the balance between continued permanent-magnet adoption and the development of more diversified and resilient EV motor supply chains.

Key Benefits of this Report

  • Insightful Analysis: Detailed market insights across regions, customer segments, policies, socio-economic factors, consumer preferences, and industry verticals.
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Report Coverage

  • Historical data from 2021 to 2024, Base year 2025, and Forecast years from 2026 to 2031
  • Growth opportunities, challenges, supply chain outlook, regulatory framework, and trend analysis
  • Competitive positioning, strategies, and market share evaluation, and trade analysis
  • Revenue growth and forecast assessment across segments and regions
  • Company profiling including strategies, products, financials, and key developments

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

  • 2.1. Market Overview
  • 2.2. Market Segmentation

3. BUSINESS LANDSCAPE

  • 3.1. Market Drivers
    • 3.1.1. Electric Vehicle Production Continues to Expand Magnet Demand
    • 3.1.2. China's Downstream Dominance Raises the Value of Supply Security
    • 3.1.3. Heavy Rare-Earth Reduction Is Becoming a Core Design Objective
  • 3.2. Market Restraints
    • 3.2.1. Rare-Earth-Free Motor Architectures Create a Long-Term Substitution Risk
  • 3.3. Market Opportunities
  • 3.4. Porter's Five Forces Analysis
  • 3.5. Industry Value Chain Analysis
  • 3.6. China Export Controls and Supply-Chain Exposure

4. TECHNOLOGICAL OUTLOOK

  • 4.1. Sintered NdFeB Magnets
  • 4.2. Heavy Rare-Earth Lean Magnets
  • 4.3. Recycled Rare-Earth Magnets
  • 4.4. Magnet-Free Motor Substitution

5. GLOBAL RARE-EARTH PERMANENT MAGNETS FOR EV TRACTION MOTORS MARKET BY MAGNET TYPE

  • 5.1. Sintered NdFeB
  • 5.2. Bonded NdFeB
  • 5.3. Other Rare-Earth Permanent Magnets

6. GLOBAL RARE-EARTH PERMANENT MAGNETS FOR EV TRACTION MOTORS MARKET BY RARE-EARTH INPUT

  • 6.1. Neodymium-Praseodymium
  • 6.2. Dysprosium
  • 6.3. Terbium
  • 6.4. Other Rare-Earth Inputs

7. GLOBAL RARE-EARTH PERMANENT MAGNETS FOR EV TRACTION MOTORS MARKET BY VEHICLE TYPE

  • 7.1. Passenger Battery Electric Vehicles
  • 7.2. Plug-in Hybrid Electric Vehicles
  • 7.3. Commercial Electric Vehicles
  • 7.4. Electric Two- and Three-Wheelers

8. GLOBAL RARE-EARTH PERMANENT MAGNETS FOR EV TRACTION MOTORS MARKET BY MOTOR CONFIGURATION

  • 8.1. Single-Motor Vehicles
  • 8.2. Dual-Motor Vehicles
  • 8.3. Multi-Motor Vehicles

9. GLOBAL RARE-EARTH PERMANENT MAGNETS FOR EV TRACTION MOTORS MARKET BY GEOGRAPHY

  • 9.1. North America
    • 9.1.1. United States
    • 9.1.2. Canada
    • 9.1.3. Mexico
  • 9.2. South America
    • 9.2.1. Brazil
    • 9.2.2. Argentina
    • 9.2.3. Rest of South America
  • 9.3. Europe
    • 9.3.1. Germany
    • 9.3.2. United Kingdom
    • 9.3.3. France
    • 9.3.4. Italy
    • 9.3.5. Rest of Europe
  • 9.4. Middle East and Africa
    • 9.4.1. Saudi Arabia
    • 9.4.2. United Arab Emirates
    • 9.4.3. South Africa
    • 9.4.4. Rest of Middle East and Africa
  • 9.5. Asia Pacific
    • 9.5.1. China
    • 9.5.2. Japan
    • 9.5.3. India
    • 9.5.4. South Korea
    • 9.5.5. Rest of Asia Pacific

10. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 10.1. Major Players and Strategy Analysis
  • 10.2. Market Share Analysis
  • 10.3. Capacity Expansion, Supply Agreements and Recycling
  • 10.4. Competitive Dashboard

11. COMPANY PROFILES

  • 11.1. JL MAG Rare-Earth Co., Ltd.
  • 11.2. Ningbo Yunsheng Co., Ltd.
  • 11.3. Beijing Zhong Ke San Huan High-Tech Co., Ltd.
  • 11.4. Earth-Panda Advanced Magnetic Material Co., Ltd.
  • 11.5. Shin-Etsu Chemical Co., Ltd.
  • 11.6. Proterial, Ltd.
  • 11.7. TDK Corporation
  • 11.8. Daido Steel Co., Ltd.
  • 11.9. VACUUMSCHMELZE GmbH / eVAC Magnetics
  • 11.10. MP Materials Corp.
  • 11.11. Neo Performance Materials Inc.
  • 11.12. Noveon Magnetics Inc.
  • 11.13. Arnold Magnetic Technologies
  • 11.14. USA Rare Earth, LLC
  • 11.15. Magnequench
  • 11.16. Less Common Metals Ltd.
  • 11.17. Yantai Zhenghai Magnetic Material Co., Ltd.
  • 11.18. Zhejiang Innuovo Magnetics Co., Ltd.

12. RECENT DEVELOPMENTS

13. APPENDIX

  • 13.1. Currency
  • 13.2. Assumptions
  • 13.3. Base and Forecast Years Timeline
  • 13.4. Abbreviations