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市場調查報告書
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1842477

汽車電動驅動橋：市場佔有率分析、行業趨勢、統計數據和成長預測（2025-2030 年）

Automotive Electric Drive Axle - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計汽車電動驅動橋市場規模到 2025 年將達到 130.5 億美元，到 2030 年將達到 216.5 億美元，複合年成長率為 10.65%。

汽車電力驅動橋-市場-IMG1

向零排放出行的加速轉型、強制性的車輛二氧化碳排放目標以及電池成本的加速下降，推動了電力驅動橋供應商銷售的穩定成長。 800V 系統的興起、整合式四合一解決方案以及亞太地區製造業務的擴張，正在壓縮成本曲線並擴大潛在需求。競爭優勢取決於整合溫度控管技術、稀土元素磁鐵替代品以及軟體定義扭力向量控制功能的能力。在用車輛改裝套件、SUV 和皮卡的高利潤雙電機佈局以及政府對國產動力傳動系統產品的補貼，正在為汽車電驅動橋市場創造新的收益來源。

全球汽車電動驅動橋市場趨勢與洞察

原始設備製造商的電氣化藍圖將推動電子軸的需求

全球汽車製造商制定的多年期生產目標使一級供應商能夠清楚地了解訂單量，促使其在專用電力驅動橋生產線和本地採購方面進行大量資本投資。 BMW為 Neue Klasse 車型配備的第六代 eDrive 系統將傳動系統效率提高了 20%，同時支援轎車、SUV 和緊湊型跨界車的後輪和全輪驅動配置。採埃孚 (ZF) 已訂單310 億歐元的高壓電動車訂單，這表明鎖定的藍圖可以轉化為供應商具有約束力的銀行合約。

政府零排放強制規定和購買激勵措施

具有約束力的銷售配額和嚴厲的違規處罰，正在將電動車的採用從一項自由裁量權選擇轉變為一項監管強制要求。英國的零排放汽車（ZEV）規定從2024年電動車銷量佔比22%開始生效，到2035年將上升至100%，每輛不合規車輛將被處以1.5萬英鎊的罰款，這遠遠超過了動力傳動系統的成本溢價。加州的「先進清潔汽車II」法規要求，到2035年，輕型汽車的銷售將實現100%零排放，到2036年，中型和重型汽車將全面實現零排放轉換，無論短期燃料價格如何波動，都將增強電動車的需求。

稀土磁鐵價格波動

釹和鏑價格的劇烈波動正在侵蝕利潤的可預測性，並促使製造商轉向替代磁鐵化學成分和勵磁技術。日產汽車公司的目標是透過改用釤鐵磁體，降低馬達成本30%，從而減少對單一地區集中供應鏈的依賴。通用電氣航空航太公司的23kW兩相磁鐵馬達在提高功率密度的同時，無需使用鏑，這證明了從稀土材料過渡到新材料時，性能的妥協已不再是不可避免的。

報告中分析的其他促進因素和限制因素

  1. 電池組成本低於 80 美元/千瓦時，使電子軸更加經濟實惠
  2. 純電動SUV和皮卡銷量激增
  3. 與傳統傳動系統的初始成本差異

細分分析

預計電池電動車橋將主導汽車電動驅動橋市場，到2024年將佔銷售量的74.05%。大規模生產、快速充電樁部署以及有利於零廢氣排放的政策支撐了這一領先地位。混合動力電動車橋解決了過渡工作週期問題，而燃料電池車橋雖然仍處於起步階段，但在重型卡車和公車的試點支持下，預計複合年成長率將達到11.24%。燃料電池平台汽車電動驅動橋的市場規模預計將隨著氫能基礎設施的建設而擴大，這主要得益於Symbio為8級卡車開發的400kW StackPack等計劃。加州對公車部署的支持，證實了其在遠距運輸領域的潛力。

原始設備製造商對燃料電池增程器和國家氫能策略的興趣日益濃厚，這意味著動力傳動系統的多樣性將隨著時間的推移而提升。能夠提供模組化外殼以容納電池電堆和燃料電池堆的供應商，可以在車隊營運商試用這兩種技術的同時規避其產量風險。

三合一單元（集馬達、齒輪和逆變器於一體）仍佔據42.85%的市場佔有率，在目前冷卻範圍內實現了經濟高效的封裝。然而，熱感詢價（RFQ）越來越青睞整合熱迴路的四合一佈局，推動該細分市場的複合年成長率達到11.50%。隨著寬能能隙半導體降低散熱並實現更小的冷卻迴路，採用四合一設計的汽車電驅動橋市場規模預計將進一步擴大。舍弗勒的解決方案將所有元件整合到一個70公斤的模組中，適用於緊湊型C級車。

對於需要持續功率負載的高性能電動車，熱複雜性仍然是採用的障礙，供應商投資相變材料和分環架構以在不增加品質的情況下延長峰值功率窗口。

區域分析

亞太地區是汽車電驅動橋市場的重心，預計2024年將佔全球電動車總銷量的45.11%，複合年成長率達12.33%。到2024年，中國將生產全球70%以上的電動車，這將為本土電力驅動橋製造商帶來無與倫比的規模優勢。國家補貼、國內電池材料開採以及嚴格的配額目標，使工廠使用率。匯豐銀行預測，2030年，該地區將佔新電動車銷量的60%以上。日本的第一線企業正在迅速轉型：日本電產正在最佳化緊湊型電動機，以用於低成本超緊湊型電動車，而中端供應商則正在集中研發力量，以填補技術空白。

北美正圍繞著電動皮卡和政策主導的在地採購規則蓬勃發展。 《通膨削減法案》將消費者回饋與本地採購的動力傳動系統掛鉤，並引導對車橋組裝的新投資。博格華納報告稱，2025年第一季其電子產品銷量較去年同期成長47%，反映出美國OEM工廠的強勁推出。美國車橋公司（American Axle）的e-Beam系統瞄準了這波卡車浪潮，其輸出為150千瓦，適用於非承載式車身平台。

在嚴格的車輛二氧化碳排放法規的支持下，歐洲在高階電動車工程領域保持領先地位。 2024年，歐洲電動車銷售目標將達到22%，到2035年達到100%。儘管宏觀經濟環境疲軟，車橋需求仍保持穩定。採埃孚(ZF)正與依維柯巴士(IVECO BUS)合作開發整合式傳動系統解決方案，同時吸引富士康(Foxconn)參與其數位底盤系統業務。尋求延長德國高速公路續航里程的品牌正在透過溫度控管創新和800V電壓的採用來提升競標。同時，預計到2035年，新興東協市場的電動車複合年成長率將達到16%至39%，但資金籌措和充電基礎設施必須成熟，大規模車橋組裝才能向南轉移。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場狀況

  • 市場概況
  • 市場促進因素
    • 原始設備製造商電氣化藍圖推動電動軸需求
    • 政府零排放強制措施和購買獎勵
    • 電池組成本降至 80 美元/度以下，使電力驅動橋更經濟實惠
    • 純電動SUV和皮卡上市數量激增
    • 向 800V 架構過渡需要下一代車軸設計
    • 利用電子軸資訊服務實現軟體定義扭力向量控制的收益
  • 市場限制
    • 稀土磁鐵價格波動
    • 與傳統傳動系統相比的領先成本差異
    • 由於 OEM內部資源，一級市場萎縮
    • 四合一整合層級的溫度控管限制
  • 價值/供應鏈分析
  • 監管狀況
  • 技術展望
  • 五力分析
    • 新進入者的威脅
    • 買家/消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭強度

第5章市場規模與成長預測：價值（美元）

  • 依推進類型
    • 電池電動車軸
    • 油電混合車橋
    • 燃料電池電動車軸
  • 按整合級別
    • 二合一（馬達、齒輪）
    • 三合一（馬達、齒輪、逆變器）
    • 四合一（馬達、齒輪、逆變器、熱感）
  • 按車輛類型
    • 搭乘用車
    • 輕型商用車
    • 中大型商用車
    • 非公路/特殊（建築/農業）
  • 按銷售管道
    • OEM 適配
    • 售後改裝套件
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 西班牙
      • 義大利
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 日本
      • 印度
      • 韓國
      • 其他亞太地區
    • 中東和非洲
      • 阿拉伯聯合大公國
      • 沙烏地阿拉伯
      • 南非
      • 其他中東和非洲地區

第6章 競爭態勢

  • 市場集中度
  • 策略舉措
  • 市佔率分析
  • 公司簡介
    • ZF Friedrichshafen AG
    • Robert Bosch GmbH
    • Magna International Inc.
    • Nidec Corporation
    • American Axle & Manufacturing
    • Dana Inc.
    • GKN Automotive
    • Schaeffler AG
    • BorgWarner Inc.
    • Aisin Corporation
    • Cummins Inc.
    • Valeo SA
    • Hitachi Astemo
    • BYD Co. Ltd.
    • Hyundai Mobis

第7章 市場機會與未來展望

簡介目錄
Product Code: 64957

The automotive electric drive axle market size is valued at USD 13.05 billion in 2025 and is forecast to reach USD 21.65 billion by 2030, advancing at a 10.65% CAGR.

Automotive Electric Drive Axle - Market - IMG1

The accelerating move to zero-emission mobility, mandated fleet CO2 targets, and faster battery cost declines are anchoring steady volume visibility for e-axle suppliers. Model launches built on 800 V systems, the rise of integrated 4-in-1 solutions, and expanded production footprints in Asia-Pacific are compressing cost curves and widening addressable demand. Competitive positioning now hinges on thermal-management know-how, rare-earth magnet alternatives, and the ability to package software-defined torque-vectoring features. Conversion kits for in-service vehicles, higher-margin dual-motor layouts for SUVs and pickups, and public subsidies for domestic drivetrain content are opening additional revenue pools across the automotive electric drive axle market.

Global Automotive Electric Drive Axle Market Trends and Insights

OEM Electrification Road-maps Accelerate E-axle Demand

Firm multi-year production targets from global automakers are giving Tier-1 suppliers unusually clear visibility into order volumes, encouraging larger capital outlays for dedicated e-axle lines and localized component sourcing. BMW's sixth-generation eDrive for the Neue Klasse raises drivetrain efficiency by 20% while supporting both rear- and all-wheel layouts across sedans, SUVs, and compact crossovers. ZF has already booked EUR 31 billion in high-voltage e-mobility orders, demonstrating how locked-in road maps convert directly into binding, bankable contracts for suppliers.

Government Zero-emission Mandates and Purchase Incentives

Binding sales quotas and steep non-compliance penalties are turning e-axle adoption from a discretionary choice into a regulatory requirement. The UK ZEV mandate starts with 22% electric sales in 2024 and climbs to 100% by 2035, backed by GBP 15,000 fines per non-compliant vehicle that materially exceed drivetrain cost premiums. California's Advanced Clean Cars II rule compels 100% zero-emission light-duty sales by 2035 and full medium- and heavy-duty fleet conversion by 2036, cementing demand irrespective of short-term fuel-price swings .

Rare-earth Magnet Price Volatility

Sharp swings in neodymium and dysprosium pricing are eroding margin predictability and pushing manufacturers toward alternative magnet chemistries or excitation technologies. Nissan targets a 30% motor-cost cut by substituting samarium-iron magnets, reducing exposure to supply chains concentrated in one geography. GE Aerospace's 23 kW dual-phase magnetic motor eliminates dysprosium yet improves power density, proving that performance compromises are no longer inevitable when moving away from rare-earth materials .

Other drivers and restraints analyzed in the detailed report include:

  1. Battery-pack Cost Falls Below USD 80/kWh, Widening E-axle Affordability
  2. Surge in Battery-electric SUV and Pickup Launches
  3. Up-front Cost Gap vs. Conventional Drivelines

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Battery-electric axles delivered 74.05% of 2024 volumes, underscoring their centrality in the automotive electric drive axle market. Mass-production scale, rapid charger rollouts, and policy preference for zero-tailpipe emissions anchor this lead. Hybrid e-axles address transitional duty cycles, while fuel-cell axles, though nascent, are pacing at an 11.24% CAGR on the back of heavy-duty truck pilots and bus trials. The automotive electric drive axle market size for fuel-cell platforms is projected to rise alongside hydrogen infrastructure, aided by projects such as Symbio's 400 kW StackPack for Class 8 trucks. California's support for bus deployments validates long-haul promise.

Growing OEM interest in fuel-cell range extenders and national hydrogen strategies suggests a gradual broadening of powertrain diversity. Suppliers that can tailor modular housings to either battery-electric or fuel-cell stacks will hedge volume risk as fleet operators experiment with both technologies.

A 42.85% share still resides with 3-in-1 units that merge motor, gear, and inverter, offering cost-effective packaging within current cooling envelopes. Yet customer RFQs now favor 4-in-1 layouts that also integrate thermal loops, lifting that segment at an 11.50% CAGR. The automotive electric drive axle market size attached to 4-in-1 designs is forecast to compound as wide-bandgap semiconductors reduce heat rejection and enable smaller cooling circuits. Schaeffler's solution combines all elements into a 70 kg module that fits compact C-segment vehicles.

Thermal complexity still caps adoption in high-performance EVs where sustained power loads demand separate chillers. Suppliers are investing in phase-change materials and split-loop architectures to extend peak-power windows without raising mass.

The Automotive Electric Drive Axle Market Report is Segmented by Propulsion Type (Battery-Electric Axle, Hybrid Axle, and More), Integration Level (2-In-1 (Motor, and Gear), 3-In-1 (Motor, Gear, and Inverter), and More), Vehicle Type (Passenger Cars, Light Commercial Vehicles, and More), Sales Channel (OEM-Fitted and Aftermarket Retrofit Kits), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia-Pacific captured 45.11% of 2024 revenue and is expanding at a 12.33% CAGR, making it the gravitational center of the automotive electric drive axle market. China produced more than 70% of global EVs in 2024, giving local e-axle makers unmatched scale advantages. State subsidies, domestic mining of battery materials, and aggressive quota targets sustain high plant-utilization rates. HSBC forecasts the region will represent over 60% of new EV sales by 2030. Japanese Tier-1s are pivoting quickly: Nidec is optimizing smaller e-motors tailored to low-cost micro EVs, while midsize suppliers are pooling R&D to close technology gaps.

North America is building momentum around electric pickups and policy-driven local content rules. The Inflation Reduction Act ties consumer rebates to regionally sourced drivetrains, steering fresh investment into axle assembly lines. BorgWarner reported a 47% year-on-year rise in e-product sales for Q1 2025, reflecting strong ramp-ups at US OEM plants. American Axle's e-Beam targets this truck wave with 150 kW output for body-on-frame platforms.

Europe maintains a lead in premium EV engineering underpinned by stringent fleet CO2 rules. The 22% electric sales mandate in 2024, moving to 100% by 2035, ensures steady axle demand despite a softer macro backdrop. ZF is partnering with IVECO BUS for integrated driveline solutions while courting Foxconn for digital chassis systems. Thermal-management innovation and 800 V adoption shape tenders as brands strive for extended range on high-speed German motorways. Meanwhile, emerging ASEAN markets eye a 16-39% EV CAGR through 2035, though financing and charging infrastructure must mature before large-scale axle assembly shifts south.

  1. ZF Friedrichshafen AG
  2. Robert Bosch GmbH
  3. Magna International Inc.
  4. Nidec Corporation
  5. American Axle & Manufacturing
  6. Dana Inc.
  7. GKN Automotive
  8. Schaeffler AG
  9. BorgWarner Inc.
  10. Aisin Corporation
  11. Cummins Inc.
  12. Valeo SA
  13. Hitachi Astemo
  14. BYD Co. Ltd.
  15. Hyundai Mobis

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions & Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 OEM electrification road-maps accelerate e-axle demand
    • 4.2.2 Government zero-emission mandates and purchase incentives
    • 4.2.3 Battery-pack cost falls below USD 80/kWh, widening e-axle affordability
    • 4.2.4 Surge in battery-electric SUV and pickup launches
    • 4.2.5 Shift to 800 V architectures requiring next-gen axle designs
    • 4.2.6 Monetization of software-defined torque-vectoring via e-axle data services
  • 4.3 Market Restraints
    • 4.3.1 Rare-earth magnet price volatility
    • 4.3.2 Up-front cost gap vs. conventional drivelines
    • 4.3.3 OEM insourcing squeezing Tier-1 addressable market
    • 4.3.4 Thermal-management limits at 4-in-1 integration level
  • 4.4 Value/Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Buyers/Consumers
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD))

  • 5.1 By Propulsion Type
    • 5.1.1 Battery-Electric Axle
    • 5.1.2 Hybrid Axle
    • 5.1.3 Fuel-Cell Electric Axle
  • 5.2 By Integration Level
    • 5.2.1 2-in-1 (Motor, and Gear)
    • 5.2.2 3-in-1 (Motor, Gear, and Inverter)
    • 5.2.3 4-in-1 (Motor, Gear, Inverter, and Thermal)
  • 5.3 By Vehicle Type
    • 5.3.1 Passenger Cars
    • 5.3.2 Light Commercial Vehicles
    • 5.3.3 Medium and Heavy Commercial Vehicles
    • 5.3.4 Off-Highway and Specialty (Construction and Agriculture)
  • 5.4 By Sales Channel
    • 5.4.1 OEM-Fitted
    • 5.4.2 Aftermarket Retrofit Kits
  • 5.5 By Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Rest of North America
    • 5.5.2 South America
      • 5.5.2.1 Brazil
      • 5.5.2.2 Argentina
      • 5.5.2.3 Rest of South America
    • 5.5.3 Europe
      • 5.5.3.1 Germany
      • 5.5.3.2 United Kingdom
      • 5.5.3.3 France
      • 5.5.3.4 Spain
      • 5.5.3.5 Italy
      • 5.5.3.6 Rest of Europe
    • 5.5.4 Asia-Pacific
      • 5.5.4.1 China
      • 5.5.4.2 Japan
      • 5.5.4.3 India
      • 5.5.4.4 South Korea
      • 5.5.4.5 Rest of Asia-Pacific
    • 5.5.5 Middle East and Africa
      • 5.5.5.1 United Arab Emirates
      • 5.5.5.2 Saudi Arabia
      • 5.5.5.3 South Africa
      • 5.5.5.4 Rest of Middle East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials, Strategic Information, Market Rank/Share, Products & Services, Recent Developments)
    • 6.4.1 ZF Friedrichshafen AG
    • 6.4.2 Robert Bosch GmbH
    • 6.4.3 Magna International Inc.
    • 6.4.4 Nidec Corporation
    • 6.4.5 American Axle & Manufacturing
    • 6.4.6 Dana Inc.
    • 6.4.7 GKN Automotive
    • 6.4.8 Schaeffler AG
    • 6.4.9 BorgWarner Inc.
    • 6.4.10 Aisin Corporation
    • 6.4.11 Cummins Inc.
    • 6.4.12 Valeo SA
    • 6.4.13 Hitachi Astemo
    • 6.4.14 BYD Co. Ltd.
    • 6.4.15 Hyundai Mobis

7 Market Opportunities & Future Outlook

  • 7.1 White-Space & Unmet-Need Assessment