電動車動力傳動系統市場規模、佔有率和成長分析（按組件、推進系統、車輛類型、傳動系統和地區分類）－2026-2033年產業預測

預計到 2024 年，全球電動汽車動力系統市場規模將達到 1,562.9 億美元，從 2025 年的 1,756.7 億美元成長到 2033 年的 4,475.4 億美元，在預測期（2026-2033 年）內，複合年成長率將達到 12.4%。

在全球電動車（EV）動力傳動系統市場蓬勃發展的背景下，車輛電氣化程度的不斷提高和各國政府日益嚴格的排放氣體法規推動了這一成長。電池和電動馬達是電動動力傳動系統的關鍵部件，它們對於產生動能和驅動車輛至關重要。鋰離子電池技術的創新以及為提高動力傳動系統效率而進行的大量研發投入，進一步推動了市場擴張。此外，中國、德國和美國等已開發市場對混合動力車的需求不斷成長，也促進了動力傳動系統市場的強勁銷售。隨著製造商致力於提升動力傳動系統的性能，以及全球對電動出行的普遍支持，該領域的市場前景仍然樂觀。

全球電動汽車動力系統市場促進因素

全球電動車動力傳動系統市場預計將迎來顯著成長，這主要得益於各國政府為排放氣體推出的嚴格法規。傳統車輛不斷增加的碳排放和顆粒物污染導致空氣品質嚴重惡化，對公共衛生和環境造成不利影響。為此，世界各國政府紛紛推出針對汽車製造商的嚴格排放標準。這種監管壓力促使製造商加大對電動車技術的研發投入，進而開發出更有效率、更經濟的電動動力傳動系統。這推動了永續交通解決方案的市場擴張和技術創新。

全球電動車動力傳動系統市場面臨的限制因素

全球電動車動力傳動系統市場面臨許多挑戰，阻礙了電動車的廣泛普及。主要障礙包括電池組件高成本以及支撐其廣泛應用所需的基礎設施。鈷、鋰等電池生產的關鍵材料僅產自少數地區，導致人們對供應鏈可靠性和運輸成本的擔憂。此外，嚴格的政府法規也會使這些材料的採購更加複雜。開發經濟高效的電池管理系統仍然是一項重大挑戰，這推高了整車價格，降低了電動車對消費者的吸引力。

全球電動汽車動力傳動系統市場趨勢

全球電動車動力傳動系統市場正經歷重大變革，原始設備製造商（OEM）正積極採用成本導向的設計（DTC）調查方法，尤其是在第二代電動車（EV）領域。這一趨勢強調在電動動力傳動系統中策略性地使用輕量化材料和組件整合，以提高效率和性能。隨著OEM努力滿足日益成長的消費者需求和監管標準，對經濟高效且創新的動力傳動系統解決方案的關注正在重塑競爭格局。預計這項變革將同時提升車輛性能並降低整體製造成本，從而支持向永續交通途徑的廣泛轉型。

目錄

介紹

• 調查目標
• 調查範圍
• 定義

調查方法

• 資訊收集
• 二手資料和一手資料方法
• 市場規模預測
• 市場假設與限制

執行摘要

• 全球市場展望
• 供需趨勢分析
• 細分市場機會分析

市場動態與展望

• 市場規模
• 市場動態
  • 促進因素和機遇
  • 限制與挑戰
• 波特分析

關鍵市場考察

• 關鍵成功因素
• 競爭程度
• 關鍵投資機會
• 市場生態系統
• 市場吸引力指數（2025）
• PESTEL 分析
• 總體經濟指標
• 價值鏈分析
• 定價分析
• 案例研究
• 技術進步
• 監管環境
• Start-Ups分析
• 專利分析
• 貿易分析

全球電動車動力傳動系統市場規模（按零件分類）及複合年成長率（2026-2033 年）

• 電池
• 電動機
• 電力電子
• 溫度控管系統
• 傳播

全球電動車動力傳動系統市場規模及複合年成長率（2026-2033 年，以推進方式分類）

• 電池電動車（BEV）
• 混合動力電動車（HEV）
• 插電式混合動力電動車（PHEV）
• 燃料電池電動車（FCEV）

全球電動車動力傳動系統市場規模（依車輛類型分類）及複合年成長率（2026-2033 年）

• 搭乘用車
• 商用車輛

全球電動車（EV）動力傳動系統市場規模（按驅動系統分類）及複合年成長率（2026-2033 年）

• 前輪驅動（FWD）
• 後輪驅動（RWD）
• 全輪驅動（AWD）

全球電動車動力傳動系統市場規模及複合年成長率（2026-2033）

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 英國
  • 義大利
  • 其他歐洲地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 亞太其他地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地區
• 中東和非洲
  • 海灣合作理事會國家
  • 南非
  • 其他中東和非洲地區

競爭資訊

• 前五大公司對比
• 主要企業的市場定位（2025 年）
• 主要市場參與者所採取的策略
• 近期市場趨勢
• 公司市佔率分析（2025 年）
• 主要企業公司簡介
  • 公司詳情
  • 產品系列分析
  • 依業務板塊進行公司股票分析
  • 2023-2025年營收年比比較

主要企業簡介

• Tesla, Inc.（USA）
• BYD Company Ltd.（China）
• NIO Inc.（China）
• Rivian Automotive, Inc.（USA）
• Lucid Group, Inc.（USA）
• Xpeng Inc.（China）
• Li Auto Inc.（China）
• Fisker Inc.（USA）
• Nikola Corporation（USA）
• Workhorse Group Inc.（USA）
• Lordstown Motors Corp.（USA）
• Proterra Inc.（USA）
• Canoo Inc.（USA）
• Arrival Ltd.（UK）
• REE Automotive Ltd.（Israel）
• ElectraMeccanica Vehicles Corp.（Canada）
• Arcimoto, Inc.（USA）
• GreenPower Motor Company Inc.（Canada）
• Hyliion Holdings Corp.（USA）
• Lion Electric Company（Canada）

結論與建議

Global Electric Vehicle Powertrain Market size was valued at USD 156.29 Billion in 2024 and is projected to grow from USD 175.67 Billion in 2025 to USD 447.54 Billion by 2033, expanding at a CAGR of 12.4% during the forecast period (2026-2033).

The global electric vehicle (EV) powertrain market is witnessing significant growth driven by the increasing electrification of vehicles and stringent government emission standards. Key components of the electric powertrain-comprising batteries and electric motors-are essential for generating kinetic energy and propelling vehicles. Innovations in lithium-ion battery technology and substantial investment in research and development to enhance powertrain efficiency are further catalysts for market expansion. Additionally, the rising demand for hybrid electric vehicles in developed markets, including China, Germany, and the United States, is contributing to the robustness of powertrain sales. As manufacturers focus on advancing powertrain functionalities, the outlook for this segment remains optimistic in response to global trends favoring electric mobility.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Electric Vehicle Powertrain market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Electric Vehicle Powertrain Market Segments Analysis

Global Electric Vehicle (EV) Powertrain Market is segmented by Component, Propulsion Type, Vehicle Type, Drive Type and region. Based on Component, the market is segmented into Battery, Electric Motor, Power Electronics, Thermal Management System and Transmission. Based on Propulsion Type, the market is segmented into Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-in Hybrid Electric Vehicle (PHEV) and Fuel Cell Electric Vehicle (FCEV). Based on Vehicle Type, the market is segmented into Passenger Cars and Commercial Vehicles. Based on Drive Type, the market is segmented into Front-Wheel Drive (FWD), Rear-Wheel Drive (RWD) and All-Wheel Drive (AWD). Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Electric Vehicle Powertrain Market

The Global Electric Vehicle Powertrain market is poised for significant growth, driven largely by stringent government regulations aimed at curbing vehicle emissions. Rising levels of carbon and particulate matter from traditional automobiles have led to serious deterioration in air quality, negatively affecting public health and the environment. In response, governments worldwide have implemented rigorous emission standards for automobile manufacturers. This regulatory pressure has prompted manufacturers to intensify their research and development efforts in electric vehicle technology, leading to the creation of more efficient and affordable electric powertrains, which in turn stimulates market expansion and innovation in sustainable transportation solutions.

Restraints in the Global Electric Vehicle Powertrain Market

The global Electric Vehicle Powertrain market faces several challenges that impede the widespread adoption of electric vehicles. Key obstacles include the high costs associated with battery components and the necessary infrastructure to support electric vehicle deployment. Essential materials like cobalt and lithium, crucial for battery production, are sourced from limited geographical locations, leading to concerns over supply chain reliability and increased transportation expenses. Additionally, stringent government regulations can complicate the procurement of these materials. The development of cost-effective and efficient battery management systems remains a significant hurdle, contributing to higher overall vehicle prices and diminishing their attractiveness to consumers.

Market Trends of the Global Electric Vehicle Powertrain Market

The Global Electric Vehicle Powertrain market is witnessing a significant shift as original equipment manufacturers (OEMs) increasingly adopt design to cost (DTC) methodologies, particularly for second-generation electric vehicles (EVs). This trend emphasizes the strategic utilization of lightweight materials and the integration of components within the electric powertrain, driving efficiency and performance improvements. As OEMs strive to meet escalating consumer demands and regulatory standards, the focus on cost-effective and innovative powertrain solutions is reshaping the competitive landscape. This evolution is set to enhance vehicle performance while reducing overall manufacturing costs, thereby supporting the broader transition towards sustainable transportation.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Case Studies
• Technology Advancement
• Regulatory Landscape
• Startup Analysis
• Patent Analysis
• Trade Analysis

Global Electric Vehicle (EV) Powertrain Market Size by Component & CAGR (2026-2033)

• Market Overview
• Battery
• Electric Motor
• Power Electronics
• Thermal Management System
• Transmission

Global Electric Vehicle (EV) Powertrain Market Size by Propulsion Type & CAGR (2026-2033)

• Market Overview
• Battery Electric Vehicle (BEV)
• Hybrid Electric Vehicle (HEV)
• Plug-in Hybrid Electric Vehicle (PHEV)
• Fuel Cell Electric Vehicle (FCEV)

Global Electric Vehicle (EV) Powertrain Market Size by Vehicle Type & CAGR (2026-2033)

• Market Overview
• Passenger Cars
• Commercial Vehicles

Global Electric Vehicle (EV) Powertrain Market Size by Drive Type & CAGR (2026-2033)

• Market Overview
• Front-Wheel Drive (FWD)
• Rear-Wheel Drive (RWD)
• All-Wheel Drive (AWD)

Global Electric Vehicle (EV) Powertrain Market Size & CAGR (2026-2033)

• North America (Component, Propulsion Type, Vehicle Type, Drive Type)
  • US
  • Canada
• Europe (Component, Propulsion Type, Vehicle Type, Drive Type)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Component, Propulsion Type, Vehicle Type, Drive Type)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Component, Propulsion Type, Vehicle Type, Drive Type)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Component, Propulsion Type, Vehicle Type, Drive Type)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• Tesla, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BYD Company Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NIO Inc. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rivian Automotive, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lucid Group, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Xpeng Inc. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Li Auto Inc. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Fisker Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nikola Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Workhorse Group Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lordstown Motors Corp. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Proterra Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Canoo Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Arrival Ltd. (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• REE Automotive Ltd. (Israel)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ElectraMeccanica Vehicles Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Arcimoto, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GreenPower Motor Company Inc. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hyliion Holdings Corp. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lion Electric Company (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations