查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1844671

汽車扭力轉換器：市場佔有率分析、產業趨勢、統計數據和成長預測（2025-2030 年）

Automotive Torque Converter - 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

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

預計2025年汽車扭力轉換器市場規模將達280.7億美元，2030年將達336.2億美元。

汽車扭矩轉換器-市場-IMG1

這是因為混合動力傳動系統、多速自排變速箱和商用車產量的增加正在重塑需求模式。新興經濟體對自動變速箱的採用持續提升了基準產量，而已開發國家則正在投資混合動力專用的變速箱架構，以提高燃油經濟性和排放氣體性能。北美供應鏈的近岸外包、輕型商用車在疫情後持續擴張以及原始設備製造商對8速和10速變速箱的需求壓力將進一步刺激市場。相反，純電力傳動系統以及DCT和CVT技術的日益普及削弱了某些乘用車細分市場的長期前景。鋁和銅原料成本的波動進一步增加了零件利潤率的不確定性。

全球汽車扭力轉換器市場趨勢與洞察

自排變速箱在新興市場日益普及

在都市區擁塞加劇和可支配收入增加的推動下，自動變速箱在大型開發中國家的普及速度正在加快。中國的自動變速箱正在將數百萬輛汽車從手排轉換為自動擋。印度也出現了類似的勢頭，雷諾價格極具競爭力的 Kiger CVT 可在不到 1000 萬美元的預算內提供完全自動駕駛選項，從而消除了長期以來對手排的偏好。艾里遜變速箱公司在清奈投資 1 億美元進行擴建，旨在到 2027 年將產能加倍，這表明供應商致力於滿足這一需求浪潮。陝西法士特汽車傳動集團等區域龍頭企業正在利用其現有的製造地來擴大商用車和乘用車領域的訂單。

混合動力和輕度混合動力汽車的繁榮推動了液力變矩器的需求

混合動力傳動系統需要配備精密鎖定機構的變矩器，以最大限度地減少滑移，並在引擎關閉時實現無縫扭矩混合。福特Ranger PHEV採用了全新的整合式佈局，將電動馬達和分離離合器置於變矩器前方，從而改善了鎖定佔空比。採埃孚（ZF）為BMWX5 xDrive40e設計的插電式混合動力變速箱以整合式馬達取代了傳統的變矩器，展示了液力耦合器原理在電氣化系統中的演變，可將油耗降低高達70%。 Stellantis已在歐洲推出30款混合模式，每款車型均配備電動雙離合器變速箱，可減少20%的二氧化碳排放量。隨著混合動力車與純電動車價格差距的縮小，汽車變速箱市場將受益於鎖定部件的持續創新。

BEV動力傳動系統無需扭力轉換器

純電動車採用電動機直接驅動，無需傳統的變矩器。博格華納為其Polestar SUV車型轉向電動扭力向量控制模組，彰顯了其目前在液壓零件以外的多元化佈局。然而，基礎設施缺口和電池成本意味著混合動力汽車汽車和電動車在新興市場佔據主導地位，這種抑制效應在2030年及以後才會減弱。

細分分析

雖然混合動力專用自動變速箱預計年增率為10.62%，但到2024年，液壓自排變速箱仍將佔據汽車液壓變速箱市場佔有率的40.23%。雙結構設計意味著變矩器必須兼顧傳統內燃機（引擎頻繁重啟考驗鎖定耐久性）和新型混合動力循環。像採埃孚（ZF）這樣的原始設備製造商將電動馬達整合到其8速變速箱中，並保留了纖薄的液壓聯軸器，以平穩地實現引擎嚙合併吸收扭矩峰值。雖然CVT正在成本受限的小型車中興起，但自動手排變速箱仍僅供大型車輛使用，其優先考慮燃油經濟性而非換檔品質。由於混合動力汽車在中價格分佈的電氣化產品中佔據主導地位，即使純液壓裝置的市場已趨於穩定，支援整合式電子離合器模組的變矩器在此期間的價值也可能有所提升。

混合動力變速箱的成長迫使供應商重新設計泵浦以減少寄生阻力，並開發可在低扭力條件下透過電力輔助運作的多模式鎖定裝置。變矩器殼體正在向高強度鋼和複合鋁過渡，以抵消快速離合器循環產生的熱量。隨著馬達和引擎之間的扭矩傳遞加劇，軟體整合變得至關重要。提供完整液壓控制和硬體的一級供應商仍保持定價優勢，而獨立的變矩器製造商則面臨利潤壓力。因此，汽車變速箱市場將青睞那些能夠快速檢驗適用於全球平台的混合動力設計的公司。

乘用車將佔據汽車液力變矩器銷量的大部分，到 2024 年將佔據 63.57% 的市場佔有率，而輕型商用車將以 8.28% 的複合年成長率成長最快。城市貨運、食品配送和電子商務物流優先考慮自動變速箱，以減少駕駛員在走走停停的路線上的疲勞。車隊管理者對總擁有成本的關注推動了對與 8 速變速箱搭配使用的液力變矩器的需求，這些變速箱承諾節省燃料而無需高昂的購買成本。在新興市場，叫車服務也正在推動自動變速箱的發展，吸引不熟悉手排變速箱的年輕駕駛。相反，歐洲豪華乘用車買家擴大選擇混合動力汽車和純電動車，這些汽車可能沒有傳統的液力變矩器，造成了需求的微妙平衡。

重型商用車是最小的子類別，需要客製化的大容量變矩器來承受極端扭力和高熱負荷。由於續航里程和功率密度的限制，礦山運輸和市政除雪等應用一直難以全面電氣化。艾里遜最新系列產品採用一檔鎖定和雙扭力避震器，可實現更平穩的啟動並減少離合器磨損。儘管初始成本較高，但這些特性仍然吸引駕駛員放棄手排。因此，即使乘用車電氣化進程加速，汽車變速箱市場仍受益於商用車市場的韌性。

區域分析

到2024年，亞太地區將佔據汽車液力變矩器市場的38.76%，預計2030年將以每年7.27%的速度成長。像陝西法士特這樣的本土龍頭企業正在擴大其混合動力卡車的液力變矩器產品組合，而日本則透過加特可位於廣州的百萬級產能工廠供應尖端的CVT變速箱。在印度，艾里遜清奈工廠產能翻番，正在加速自動變速箱的普及，進一步鞏固該地區的核心地位。具有成本競爭力的製造能力和深厚的供應鏈，使亞太地區成為成熟液壓變速箱和新型混合動力變矩器的全球採購中心。

北美市場呈現喜憂參半的局面。基準自動變速箱的廣泛採用使銷量保持強勁，但電氣化正將變矩器推向更專業的細分市場。商用車市場仍然強勁，因為都市區貨運車隊尋求比手排變速箱更可靠的升級，而像佩卡這樣的原始設備製造商在其八速變速箱中整合了節油鎖定功能。歐洲嚴格的二氧化碳排放法規正在加速向混合動力和純電動車的轉變。採埃孚為寶馬車型提供的插電式混合動力裝置體現了該地區在將電動馬達整合到變速箱方面的領先地位，並以逐步發展的方式支持變矩器需求。這兩個市場都表明，法規正在同時抑制和再形成汽車變速箱市場，而不是完全淘汰它。

南美、中東和非洲在自動變速箱普及方面落後，但隨著都市化進程的深入，預計需求將迎頭趕上。為避免進口關稅而進行的本地組裝正在興起，Tiaong 正在探索合資企業，以提供成本敏感的產品。儘管道路燃油補貼仍然存在，但巴西和海灣地區的車隊營運商擴大選擇自動變速箱，以留住駕駛員並延長車輛運作。雖然這些地區目前規模較小，但它們補充了主流收益中心，並分散了變速箱供應商的地理風險。

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
    • 新興市場自排變速箱採用率快速成長
    • 混合動力和輕度混合動力車的繁榮推動了對鎖定式變矩器的需求
    • 原始設備製造商面臨提高 8 速/10 速變速箱燃油經濟性的壓力
    • 後疫情時代全球輕型商用車產量復甦
    • 下一代高溫自動變速箱油實現高失速扭矩
    • NVH法規推動先進多阻尼轉換器設計
  • 市場限制
    • BEV動力傳動系統無需扭力轉換器
    • 小型轎車中DCT/CVT佔有率不斷增加
    • 鋁和銅價格波動推高零件成本
    • 電子離合器模組取代混合動力汽車中的轉換器
  • 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章市場規模及成長預測

  • 按傳動類型
    • 自動手排變速箱（AMT）
    • 雙離合器變速箱（DCT）
    • 無段變速箱（CVT）
    • 液壓自排變速箱（傳統AT）
    • 混合動力專用AT（電子扭力轉換器）
  • 按車輛類型
    • 搭乘用車
    • 輕型商用車
    • 大型商用車
  • 按組件
    • 泵浦
    • 渦輪
    • 定子
    • 鎖定離合器
  • 按雜交程度
    • 僅限 ICE
    • 48V輕度混合動力
    • 全/強混合動力
    • 插電式混合動力
  • 按銷售管道
    • OEM
    • 售後市場
  • 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
      • 俄羅斯
      • 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
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 南非
      • 埃及
      • 奈及利亞
      • 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
    • Aisin Corporation
    • BorgWarner Inc.
    • ZF Friedrichshafen AG
    • Schaeffler AG（LuK）
    • Jatco Ltd.
    • Allison Transmission Holdings
    • Hyundai Transys Co., Ltd.
    • Continental AG
    • Valeo SA
    • Punch Powertrain
    • Exedy Corporation
    • Kapec Co. Ltd.
    • Precision Industries
    • Sonnax Transmission Company
    • Voith GmbH & Co. KGaA
    • Subaru Corporation
    • Robert Bosch GmbH
    • General Motors（GM Powertrain）

第7章 市場機會與未來展望

簡介目錄
Product Code: 56683

The Automotive Torque Converter Market reached USD 28.07 billion in 2025 and is forecast to climb to USD 33.62 billion by 2030, translating into a steady 3.67% CAGR.

Automotive Torque Converter - Market - IMG1

The measured headline pace belies a deep transition as hybrid powertrains, multi-speed automatics, and rising commercial-vehicle production reshape demand patterns. Automatic-transmission adoption in emerging economies keeps baseline volumes rising, while developed regions channel investment toward hybrid-dedicated converter architectures that improve fuel economy and emissions performance. Supply-chain near-shoring in North America, continued light-commercial expansion after the pandemic, and OEM pressure for eight- and ten-speed gearboxes add further momentum. Conversely, pure battery-electric drivetrains and the growing popularity of DCT and CVT technologies temper long-term outlooks in some passenger-car segments. Raw-material cost swings in aluminum and copper inject additional uncertainty into component margins.

Global Automotive Torque Converter Market Trends and Insights

Soaring Automatic-Transmission Penetration in Emerging Markets

Escalating urban congestion and rising disposable incomes sharply increase automatic-transmission uptake in large developing nations. China's automatic transmission is shifting millions of vehicles from manual to automatic transmission solutions. Similar momentum is visible in India, where Renault's competitively priced Kiger CVT places a fully automatic option within sub-10-lakh budgets, eroding the long-standing manual bias.Scale effects follow: as local volumes grow, unit costs fall, unlocking further penetration. Allison Transmission's USD 100 million expansion in Chennai aims to double output by 2027, demonstrating supplier commitment to this demand wave. Regional champions such as Shaanxi Fast Auto Drive Group leverage entrenched manufacturing bases to capture incremental orders across commercial and passenger segments.

Hybrid & Mild-Hybrid Boom Drives Lock-up Torque-Converter Demand

Hybrid powertrains require converters with refined lock-up mechanisms that minimise slip during engine-off phases and enable seamless torque blending. Ford's Ranger PHEV places an e-motor and separator clutch ahead of the converter, highlighting new integration layouts that increase lock-up duty cycles. ZF's plug-in hybrid transmission for BMW's X5 xDrive40e replaces conventional converters with integrated motors, yet still demonstrates how hydraulic coupling principles evolve in electrified systems, cutting fuel use by up to 70%. Stellantis already fields 30 European hybrid models, each deploying electrified dual-clutch transmissions that deliver a 20% CO2 cut. As hybrids bridge the affordability gap to full BEVs, the automotive torque converter market benefits from sustained lock-up component innovation.

BEV Drivetrains Eliminate Torque Converters

Pure electric vehicles use direct motor drive, sidelining traditional converters. BorgWarner's pivot to electric torque-vectoring modules for Polestar SUVs illustrates incumbent diversification away from hydraulic components. However, infrastructure gaps and battery costs keep hybrids and ICEs prevalent in emerging markets, softening the restraining effect until after 2030.

Other drivers and restraints analyzed in the detailed report include:

  1. OEM Pressure for 8-/10-Speed Fuel-Efficiency Upgrades
  2. Recovery of Global Light-Commercial Production Post-COVID
  3. Rising DCT/CVT Share in Compact Cars

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

Segment Analysis

Hybrid-dedicated automatics are forecast to grow 10.62% annually, while hydraulic automatics still held 40.23% of the automotive torque converter market share in 2024. The dual structure means converters must span legacy ICE duty and new hybrid cycles, where frequent engine restarts test lock-up durability. OEMs such as ZF embed electric motors into eight-speed boxes, retaining a slimmed hydraulic coupling that smooths engine engagement and absorbs torsional spikes. Automated manuals linger in specialised heavy-duty fleets because fuel efficiency outweighs shift quality, whereas CVTs gain ground in cost-constrained small cars. Over the period, converters supporting integrated e-clutch modules will capture incremental value even as pure hydraulic units plateau because hybrids dominate mid-price electrification offerings.

Hybrid transmission growth compels suppliers to redesign pumps for lower parasitic drag and develop multi-mode lock-ups that engage under electrically assisted low-torque conditions. Converter casings migrate toward high-strength steels and clad aluminium to manage added heat from rapid clutch cycling. Software integration becomes critical as torque hand-off between motor and engine intensifies. Tier-ones that provide complete hydraulic controls alongside hardware retain pricing power, while stand-alone converter makers face margin pressure. The automotive torque converter market therefore rewards firms able to validate hybrid-ready designs quickly for global platforms.

Passenger cars dominated revenue with a 63.57% of the automotive torque converter market share in 2024, yet light commercial vehicles are growing fastest at an 8.28% CAGR. Urban freight, food delivery, and e-commerce logistics prioritise automatic gearboxes that cut driver fatigue in stop-start routes. Fleet managers focus on total cost of ownership, boosting demand for converters paired with eight-speed boxes that promise fuel savings without steep acquisition costs. In emerging markets, ride-hailing services also push for automatic transmissions that appeal to younger drivers unfamiliar with manuals. Conversely, premium European passenger-car buyers increasingly choose hybrids or BEVs where traditional converters may be absent, creating a nuanced demand balance.

Heavy commercial vehicles, though the smallest subgroup, require bespoke high-capacity converters that withstand extreme torque and high thermal loads. Due to range and power density constraints, applications such as mining haulage or municipal snow removal are resistant to full electrification. Allison's latest series offers first-gear lock-up and twin torsional dampers, delivering smoother launches and reducing clutch wear. Such attributes encourage operators to shift from manuals despite higher upfront costs. The automotive torque converter market therefore benefits from commercial-segment resilience even as passenger-car electrification accelerates.

The Automotive Torque Converter Market Report is Segmented by Transmission Type (Automated Manual Transmission, Dual-Clutch Transmission, and More), Vehicle Type (Passenger Vehicle, Light Commercial Vehicles, and More), Component ( Pump, Turbine, and More), Hybridization Level ( ICE-Only, and More), Sales Channel (OEM, and Aftermarket) and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia-Pacific held 38.76% of the automotive torque converter market revenue in 2024 and should grow 7.27% per year to 2030, supported by China's ascent as the top vehicle exporter and sustained commercial-vehicle demand. Local champions such as Shaanxi Fast Auto Drive Group broaden converter portfolios for hybrid trucks, while Japan supplies cutting-edge CVT output via JATCO's one million-unit Guangzhou plant. India's accelerating automatic-transmission uptake, highlighted by Allison's Chennai capacity doubling, further cements the region's central role. Cost-competitive manufacturing and deep supply chains make APAC the nexus of global sourcing for mature hydraulic and new hybrid converter designs.

North America presents a mixed landscape: high baseline automatic penetration keeps unit volumes solid, yet electrification pushes converters into more specialised niches. Commercial-vehicle segments remain robust as urban freight fleets seek reliability upgrades over manual gearboxes, and OEMs such as PACCAR integrate fuel-saving lock-up features across eight-speed boxes. Europe's stringent CO2 rules quicken the pivot toward hybrids and BEVs. ZF's plug-in hybrid units for BMW models exemplify the region's leadership in integrating electric motors inside transmissions, sustaining converter demand in progressively evolved forms. Both markets illustrate how regulation simultaneously restrains and reshapes the automotive torque converter market rather than eliminating it outright.

South America, the Middle East, and Africa trail on automatic-transmission penetration yet promise catch-up demand as urbanisation deepens. Local assembly to bypass import tariffs gains momentum, with tier-ones scouting joint ventures for cost-sensitive offerings. Fleet operators in Brazil and the Gulf increasingly choose automatic gearboxes for driver retention and uptime, even where road-fuel subsidies persist. Although small today, these regions complement mainstream revenue centres and diversify geographic risk for converter suppliers.

  1. Aisin Corporation
  2. BorgWarner Inc.
  3. ZF Friedrichshafen AG
  4. Schaeffler AG (LuK)
  5. Jatco Ltd.
  6. Allison Transmission Holdings
  7. Hyundai Transys Co., Ltd.
  8. Continental AG
  9. Valeo SA
  10. Punch Powertrain
  11. Exedy Corporation
  12. Kapec Co. Ltd.
  13. Precision Industries
  14. Sonnax Transmission Company
  15. Voith GmbH & Co. KGaA
  16. Subaru Corporation
  17. Robert Bosch GmbH
  18. General Motors (GM Powertrain)

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 Soaring Automatic-transmission Penetration In Emerging Markets
    • 4.2.2 Hybrid And Mild-hybrid Boom Drives Lock-up Torque-converter Demand
    • 4.2.3 OEM Pressure For 8-/10-speed Fuel-efficiency Upgrades
    • 4.2.4 Recovery Of Global Light-commercial Production Post-covid
    • 4.2.5 Next-gen High-temperature ATF Fluids Enable Higher Stall Torque
    • 4.2.6 NVH Regulations Spur Advanced Multi-damping Converter Designs
  • 4.3 Market Restraints
    • 4.3.1 BEV Drivetrains Eliminate Torque Converters
    • 4.3.2 Rising DCT/CVT Share In Compact Cars
    • 4.3.3 Volatile Aluminum and Copper Prices Inflate BOM Cost
    • 4.3.4 E-clutch Modules Replacing Converters In Dedicated Hybrids
  • 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 Substitute Products
    • 4.7.5 Intensity of Competitive Rivalry

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

  • 5.1 By Transmission Type
    • 5.1.1 Automated Manual Transmission (AMT)
    • 5.1.2 Dual-Clutch Transmission (DCT)
    • 5.1.3 Continuously Variable Transmission (CVT)
    • 5.1.4 Hydraulic Automatic (Traditional AT)
    • 5.1.5 Hybrid Dedicated AT (e-Torque Converter)
  • 5.2 By Vehicle Type
    • 5.2.1 Passenger Vehicles
    • 5.2.2 Light Commercial Vehicles
    • 5.2.3 Heavy Commercial Vehicles
  • 5.3 By Component
    • 5.3.1 Pump
    • 5.3.2 Turbine
    • 5.3.3 Stator
    • 5.3.4 Lock-up Clutch
  • 5.4 By Hybridization Level
    • 5.4.1 ICE-Only
    • 5.4.2 48-V Mild Hybrid
    • 5.4.3 Full/Strong Hybrid
    • 5.4.4 Plug-in Hybrid
  • 5.5 By Sales Channel
    • 5.5.1 OEM
    • 5.5.2 Aftermarket
  • 5.6 By Geography
    • 5.6.1 North America
      • 5.6.1.1 United States
      • 5.6.1.2 Canada
      • 5.6.1.3 Rest of North America
    • 5.6.2 South America
      • 5.6.2.1 Brazil
      • 5.6.2.2 Argentina
      • 5.6.2.3 Rest of South America
    • 5.6.3 Europe
      • 5.6.3.1 Germany
      • 5.6.3.2 United Kingdom
      • 5.6.3.3 France
      • 5.6.3.4 Spain
      • 5.6.3.5 Russia
      • 5.6.3.6 Rest of Europe
    • 5.6.4 Asia-Pacific
      • 5.6.4.1 China
      • 5.6.4.2 Japan
      • 5.6.4.3 India
      • 5.6.4.4 South Korea
      • 5.6.4.5 Rest of Asia-Pacific
    • 5.6.5 Middle East and Africa
      • 5.6.5.1 Saudi Arabia
      • 5.6.5.2 United Arab Emirates
      • 5.6.5.3 South Africa
      • 5.6.5.4 Egypt
      • 5.6.5.5 Nigeria
      • 5.6.5.6 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 as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)}
    • 6.4.1 Aisin Corporation
    • 6.4.2 BorgWarner Inc.
    • 6.4.3 ZF Friedrichshafen AG
    • 6.4.4 Schaeffler AG (LuK)
    • 6.4.5 Jatco Ltd.
    • 6.4.6 Allison Transmission Holdings
    • 6.4.7 Hyundai Transys Co., Ltd.
    • 6.4.8 Continental AG
    • 6.4.9 Valeo SA
    • 6.4.10 Punch Powertrain
    • 6.4.11 Exedy Corporation
    • 6.4.12 Kapec Co. Ltd.
    • 6.4.13 Precision Industries
    • 6.4.14 Sonnax Transmission Company
    • 6.4.15 Voith GmbH & Co. KGaA
    • 6.4.16 Subaru Corporation
    • 6.4.17 Robert Bosch GmbH
    • 6.4.18 General Motors (GM Powertrain)

7 Market Opportunities & Future Outlook

  • 7.1 White-space & Unmet-Need Assessment