中國汽車電動方向盤（EPS）：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031）

據 Mordor Intelligence 稱，2025 年中國汽車電動方向盤市場價值為 179.1 億美元，預計到 2031 年將達到 413.9 億美元，而 2026 年為 205.9 億美元，預測期（2026-2031 年）複合成長率為 14.99%。

本報告按類型（柱式、齒輪式等）、零件（轉向柱、轉向齒條、機械總成等）、車輛類型（乘用車、輕型商用車等）和動力傳動系統（內燃機汽車、混合動力汽車等）進行分類。市場預測以美元計價。

中國汽車電動方向盤（EPS）市場趨勢及洞察。

車輛的電氣化和混合動力化

到2025年，新能源汽車（NEV）在中國的滲透率將超過乘用車銷量，國內新能源汽車銷量將達到1,649萬輛。由於傳統的引擎驅動液壓幫浦無法應用，電池式電動車（BEV）平台需要電動輔助轉向系統（EPS）。因此，在許多新車型項目中，EPS正從可選配置轉變為基本平台要求。此外，電池組容量的不斷增大也推動了對轉向輔助的需求，尤其是在長續航里程電動車和運動型多用途車（SUV）領域。當柱式轉向系統無法提供必要的持續扭力時，這些需求促使雙齒輪和齒條式轉向輔助系統得到應用。中國汽車電動方向盤市場正受益於這一轉變，因為每種新的電氣化平台都明確提出了對電動轉向系統的需求，這些需求涵蓋大眾市場轎車、豪華轎車、SUV、貨車以及其他正在從液壓轉向系統過渡的車型。另一方面，這些項目要求供應商儘早協調轉向規格與電池位置、車輛重量、底盤、電機容量、電子控制、生產計劃以及客戶計劃的車型陣容。

相容ADAS的轉向功能

2026年1月至4月，中國新能源乘用車L2+級駕駛輔助系統的搭載率達87.4%。此外，根據工業和資訊化部的報告，到2026年初，L2級駕駛輔助系統在新售乘用車中的普及率將達到69%。車道維持、自動停車和變換車道等功能需要精確的電子轉向控制。這意味著電動輔助轉向系統（EPS）將不再被視為一個獨立的機械子系統，而是在駕駛輔助車輛架構中扮演核心角色。與標準柱式配置相比，高性能系統需要使用更多的感測器、控制單元和軟體組件。因此，中國汽車電動方向盤市場正朝著能夠滿足車輛自動化需求和更嚴格功能控制要求的方向發展，轉向響應、感測器精度、軟體標定和控制單元性能等因素已成為OEM工程師團隊相互關聯的採購考量。此外，中國汽車電動方向盤市場要求在各種道路和天氣條件下，轉向操作、車輛控制功能、安全監控、車輛測試和日常駕駛之間實現可靠的協調。

高昂的開發和檢驗成本

與基礎型電動輔助轉向系統（EPS）產品相比，雙齒輪、齒條輔助和線控轉向系統需要更長的工程設計和檢驗週期。根據現有研究，這些系統的ISO 26262認證週期為18至36個月。供應商必須在量產前投資冗餘硬體、診斷軟體、測試流程和外部安全評估。中國汽車系統公司的報告預測，恆龍集團乘用車轉向系統銷售額將在2025年達到3.653億美元，這反映了支撐這些專案的轉向系統業務規模之大。對於小規模的國內供應商而言，履行如此多年的投資承諾可能充滿挑戰。因此，儘管需求不斷成長，但大規模供應商正在中國汽車電動方向盤市場中佔據更有利的先進系統地位。這是因為大規模供應商可以將前期投資分散到更多專案、更大的產量、更廣泛的客戶關係以及多代轉向技術。因此，在中國汽車電動方向盤市場，小規模的供應商可能傾向於專注於技術准入要求和工程成本更容易控制的特定零件或成熟的EPS產品。

細分市場分析

電動方向盤。這主要是因為柱式轉向系統適用於量產乘用車，這類車輛通常需要經濟高效的轉向系統，並能為典型的都市區駕駛提供足夠的輔助。對於注重緊湊佈局和低系統成本的低價車型項目而言，柱式轉向系統仍然適用。然而，隨著電動車重量增加，需要更高的持續轉向扭矩，其限制也日益凸顯。儘管車輛規格日益嚴格，但中國汽車電動方向盤產業在產量方面仍依賴柱式轉向系統。這是因為這種設計為製造商所熟知，適用於緊湊型汽車，並且非常適合許多量產乘用車應用，因為這些應用所需的扭矩仍然適中。

雙小齒輪電動輔助轉向系統（EPS）是成長最快的類型，預計到2031年複合年成長率將達到16.22%。馬達位置的設計使得助力作用點更靠近齒條，從而提高了其在高負載應用中的適用性。這種配置還能減少馬達振動透過轉向柱傳遞。這些性能特點在高階和中端新能源汽車（NEV）專案中越來越受到青睞。齒條式電動輔助轉向系統在高性能電動車和電動輕型商用車中發揮重要作用。在這些領域，重量分配和反應速度的要求更為嚴格，車輛工程師重視高輔助能力、穩定的反應、對齒條的直接支撐以及可預測的轉向手感。

到2025年，轉向柱將佔零件銷售額的49.11%，這反映出柱式電動輔助轉向系統（EPS）在大眾乘用車市場的廣泛應用。該部件仍然是EPS系統的核心物理部件，並持續受益於汽車產量的成長。其主導地位也反映了柱式設計在中國乘用車市場的長期穩固地位。這些成熟的應用仍然支撐著中國汽車電動方向盤市場傳統零件的市場規模。然而，隨著車輛電氣化和駕駛輔助功能的普及，各系統中電子元件的相對價值正在改變。這是因為感測器、控制單元、馬達、電力電子設備、診斷系統和標定軟體必須協同工作，才能實現現代汽車平臺所需的精準響應。

扭力和位置感測器預計到2031年將以15.84%的複合年成長率成長，成為成長最快的零件類別。隨著駕駛輔助功能對轉向角度和扭力資訊的要求越來越高，它們的作用也不斷擴大。電控系統、馬達和電力電子設備也在不斷改進，以滿足不斷變化的隔離、溫度控管和控制要求。隨著供應商努力最佳化轉向響應並支援新的車輛功能，軟體標定變得越來越重要。這使得可以在各個車輛程序中設置不同的轉向特性，同時滿足各原始設備製造商（OEM）定義的控制、安全、舒適性和駕駛輔助要求。

其他好處：

• 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

• 市場概覽
• 市場促進因素
  • 汽車的電氣化和混合動力化
  • 配備ADAS的轉向功能
  • 燃油效率和排放氣體要求
  • 線控轉向系統應用範圍擴大
  • SUV 和電動商用車對高扭力轉向系統的需求
  • 軟體定義的轉向校準和功能個人化
• 市場限制因素
  • 高昂的開發和檢驗成本
  • 電子系統在惡劣工作條件下的可靠性
  • 半導體和電機控制器的供應波動
  • 現有車輛的改裝選擇有限。
• 供應鏈分析
• 監理情勢
• 技術展望
• 波特五力模型

第5章 市場規模與成長預測

• 按類型
  • 列類型
  • 小齒輪型
  • 雙齒輪型
  • 齒條輔助型
• 依組件類型
  • 轉向柱
  • 轉向齒條和機械組件
  • 扭矩和位置感測器
  • 方向盤馬達
  • 電控系統
  • 電力電子
  • 軟體和校準
  • 其他回應類型
• 車輛類型
  • 搭乘用車
    • 掀背車
    • 轎車
    • 運動型多用途車（SUV）
    • 小轎車
  • 輕型商用車
  • 中型和重型商用車輛
  • 巴士和長途汽車
• 依推進類型
  • 內燃機車
  • 油電混合車
  • 插電式混合動力電動車
  • 電池式電動車

第6章 競爭情勢

• 市場集中度
• 策略趨勢
• 市佔率分析
• 公司簡介
  • JTEKT Corporation
  • Robert Bosch GmbH
  • Nexteer Automotive
  • ZF Friedrichshafen AG
  • NSK Ltd.
  • Hyundai Mobis Co., Ltd.
  • DENSO Corporation
  • Astemo, Ltd.
  • Mitsubishi Electric Corporation
  • thyssenkrupp AG
  • HL Mando Corporation
  • Schaeffler AG
  • KYB Corporation
  • China Automotive Systems, Inc.
  • Zhejiang Shibao Company Limited
  • Global Steering Systems LLC

第7章 市場機會與未來展望

According to Mordor Intelligence, the chinese automotive electric power steering market size was valued at USD 17.91 billion in 2025 and is estimated to grow from USD 20.59 billion in 2026 to reach USD 41.39 billion by 2031, at a CAGR of 14.99% during the forecast period (2026-2031).

This report is Segmented by Type (Column Type, Pinion Type, and More), Component Type (Steering Column, Steering Rack and Mechanical Assembly, and More), Vehicle Type (Passenger Cars, Light Commercial Vehicles, and More), and Propulsion Type (Internal Combustion Engine Vehicles, Hybrid Electric Vehicles, and More). The Market Forecasts are Provided in Terms of Value (USD).

China Automotive Electric Power Steering (EPS) Market Trends and Insights

Vehicle Electrification and Hybridization

China's new energy vehicle penetration exceeded a major share of new passenger vehicle sales in 2025, while domestic new energy vehicle sales reached 16.49 million units. EPS is necessary on battery-electric vehicle platforms because the conventional engine-driven hydraulic pump is not available. This moves EPS from an optional equipment choice to a basic platform requirement for many new vehicle programs. Larger battery packs also increase steering-assist demands, especially in longer-range electric vehicles and sport utility vehicles. Those requirements support the use of dual-pinion and rack-assist designs when column systems cannot provide the required continuous torque. The China automotive electric power steering market benefits from this shift because each new electrified platform creates a defined requirement for electrically controlled steering, across mass-market cars, premium vehicles, sport utility vehicles, delivery fleets, and other models that are moving away from hydraulic arrangements, while these programs also require suppliers to coordinate steering specifications early with battery placement, vehicle weight, chassis geometry, motor capacity, electronic controls, production timing, and their customers' planned model ranges.

ADAS-Enabled Steering Functions

L2+ assisted-driving systems reached an 87.4% installation rate in domestic new energy passenger cars during January through April 2026 . The Ministry of Industry and Information Technology also reported that L2 driver-assist penetration reached 69% across new passenger car sales in early 2026. Lane keeping, automated parking, and lane-change functions require accurate electronic steering control. This gives EPS a central role in assisted-driving vehicle architecture rather than treating it as an isolated mechanical subsystem. Higher-function systems use additional sensors, control units, and software components compared with baseline column configurations. The Chinese automotive electric power steering market is therefore moving toward systems that can support vehicle automation requirements and stricter functional control needs, with steering response, sensor accuracy, software calibration, and control-unit capability becoming connected purchasing considerations for OEM engineering teams. The Chinese automotive electric power steering market also requires a reliable link between steering inputs, vehicle control functions, safety monitoring, vehicle testing, and routine operation across different road and weather conditions.

High Development and Validation Costs

Dual-pinion, rack-assist, and steer-by-wire systems require longer engineering and validation work than basic EPS products. The supplied research identifies certification cycles of 18-36 months under ISO 26262 for these systems. Suppliers must fund redundant hardware, diagnostic software, test processes, and external safety assessment before volume production. China Automotive Systems reported USD 365.3 million in Henglong passenger-vehicle steering revenue for 2025, illustrating the scale of the steering operations supporting these programs. Smaller domestic suppliers can find it difficult to match these multi-year investment commitments. The China automotive electric power steering market consequently gives scaled suppliers a stronger position in advanced systems, even as demand expands, because their earlier investments can be spread across more programs, larger production volumes, wider customer relationships, and several generations of steering technology. The Chinese automotive electric power steering market may therefore see smaller suppliers focus on selected components or established EPS products where technical entry requirements and engineering costs are more manageable.

Other drivers and restraints analyzed in the detailed report include:

1. Fuel-Efficiency and Emission-Reduction Requirements
2. Rising Adoption of Steer-by-Wire Architectures
3. Electronic-System Reliability Under Harsh Operating Conditions

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

Segment Analysis

Column EPS held 50.14% of the Chinese automotive electric power steering market size in 2025, supported by its fit with high-volume passenger cars. These vehicles commonly require a cost-conscious steering package with sufficient assist for normal urban driving. Column designs remain relevant in lower-priced vehicle programs where compact packaging and lower system cost are important. Their limits become clearer when heavier electric vehicles require higher continuous steering torque. The Chinese automotive electric power steering industry continues to depend on column EPS for volume, even as vehicle specifications become more demanding, because the design remains familiar to manufacturers, practical for compact vehicles, and suitable for many high-volume passenger-car applications where torque needs remain moderate.

Dual-pinion EPS is the fastest-growing type, with a forecast CAGR of 16.22% through 2031. Its motor position allows assist force to act closer to the rack, improving its suitability for higher-load applications. This configuration can also reduce the transfer of motor vibration through the steering column. Premium and mid-range new energy vehicle programs increasingly require these performance characteristics. Rack-assist EPS serves a related role in performance electric vehicles and electrified light commercial vehicles, where weight distribution and response requirements are more demanding and vehicle engineers place greater value on high-assist capability, stable response, direct rack support, and predictable steering feel.

The steering column accounted for 49.11% of component revenue in 2025, reflecting the extensive installed base of column EPS in mass-market passenger vehicles. The component remains a core physical part of an EPS system and continues to benefit from vehicle production volumes. Its leading position also reflects the long presence of column-based designs in China's passenger vehicle fleet. These established applications still support the Chinese automotive electric power steering market size for conventional components. However, vehicle electrification and assisted-driving functions are changing the relative value of electronic components within each system, because sensors, control units, motors, power electronics, diagnostics, and calibration software must work together to deliver the precise response required by modern vehicle platforms.

Torque and position sensors are forecast to grow at a 15.84% CAGR through 2031, making them the fastest-growing component group. Their role expands when assisted-driving functions need more precise steering-angle and torque information. Electronic control units, motors, and power electronics are also being adapted to meet changing insulation, heat management, and control requirements. Software calibration has become more important as suppliers seek to tailor steering response and support new vehicle functions, allowing individual vehicle programs to set different steering characteristics while meeting the control, safety, comfort, and assisted-driving requirements defined by each OEM.

Complete Report Scope:

• By Type
  • Column Type
  • Pinion Type
  • Dual-Pinion Type
  • Rack-Assist Type
• By Component Type
  • Steering Column
  • Steering Rack and Mechanical Assembly
  • Torque and Position Sensors
  • Steering Motor
  • Electronic Control Unit
  • Power Electronics
  • Software and Calibration
  • Other Component Types
• By Vehicle Type
  • Passenger Cars
    • Hatchbacks
    • Sedans
    • Sport Utility Vehicles
    • Coupes
  • Light Commercial Vehicles
  • Medium and Heavy Commercial Vehicles
  • Buses and Coaches
• By Propulsion Type
  • Internal Combustion Engine Vehicles
  • Hybrid Electric Vehicles
  • Plug-in Hybrid Electric Vehicles
  • Battery Electric Vehicles

List of Companies Covered in this Report:

1. JTEKT Corporation
2. Robert Bosch GmbH
3. Nexteer Automotive
4. ZF Friedrichshafen AG
5. NSK Ltd.
6. Hyundai Mobis Co., Ltd.
7. DENSO Corporation
8. Astemo, Ltd.
9. Mitsubishi Electric Corporation
10. thyssenkrupp AG
11. HL Mando Corporation
12. Schaeffler AG
13. KYB Corporation
14. China Automotive Systems, Inc.
15. Zhejiang Shibao Company Limited
16. Global Steering Systems LLC

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and 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 Vehicle Electrification and Hybridization
  • 4.2.2 ADAS-Enabled Steering Functions
  • 4.2.3 Fuel-Efficiency and Emission-Reduction Requirements
  • 4.2.4 Rising Adoption of Steer-by-Wire Architectures
  • 4.2.5 High-Torque Steering Demand in SUVs and Electric Commercial Vehicles
  • 4.2.6 Software-Defined Steering Calibration and Feature Personalization
• 4.3 Market Restraints
  • 4.3.1 High Development and Validation Costs
  • 4.3.2 Electronic-System Reliability Under Harsh Operating Conditions
  • 4.3.3 Semiconductor and Motor-Controller Supply Volatility
  • 4.3.4 Limited Retrofitting Options in Existing Vehicles
• 4.4 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 and Growth Forecasts (Value (USD))

• 5.1 By Type
  • 5.1.1 Column Type
  • 5.1.2 Pinion Type
  • 5.1.3 Dual-Pinion Type
  • 5.1.4 Rack-Assist Type
• 5.2 By Component Type
  • 5.2.1 Steering Column
  • 5.2.2 Steering Rack and Mechanical Assembly
  • 5.2.3 Torque and Position Sensors
  • 5.2.4 Steering Motor
  • 5.2.5 Electronic Control Unit
  • 5.2.6 Power Electronics
  • 5.2.7 Software and Calibration
  • 5.2.8 Other Component Types
• 5.3 By Vehicle Type
  • 5.3.1 Passenger Cars
    • 5.3.1.1 Hatchbacks
    • 5.3.1.2 Sedans
    • 5.3.1.3 Sport Utility Vehicles
    • 5.3.1.4 Coupes
  • 5.3.2 Light Commercial Vehicles
  • 5.3.3 Medium and Heavy Commercial Vehicles
  • 5.3.4 Buses and Coaches
• 5.4 By Propulsion Type
  • 5.4.1 Internal Combustion Engine Vehicles
  • 5.4.2 Hybrid Electric Vehicles
  • 5.4.3 Plug-in Hybrid Electric Vehicles
  • 5.4.4 Battery Electric Vehicles

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 and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 JTEKT Corporation
  • 6.4.2 Robert Bosch GmbH
  • 6.4.3 Nexteer Automotive
  • 6.4.4 ZF Friedrichshafen AG
  • 6.4.5 NSK Ltd.
  • 6.4.6 Hyundai Mobis Co., Ltd.
  • 6.4.7 DENSO Corporation
  • 6.4.8 Astemo, Ltd.
  • 6.4.9 Mitsubishi Electric Corporation
  • 6.4.10 thyssenkrupp AG
  • 6.4.11 HL Mando Corporation
  • 6.4.12 Schaeffler AG
  • 6.4.13 KYB Corporation
  • 6.4.14 China Automotive Systems, Inc.
  • 6.4.15 Zhejiang Shibao Company Limited
  • 6.4.16 Global Steering Systems LLC

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment