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市場調查報告書
商品編碼
1813231
2032年自動變速箱市場預測:按零件、變速箱類型、燃料類型、車輛類型、銷售管道、最終用戶和地區進行全球分析Automatic Transmission Market Forecasts to 2032 - Global Analysis By Component (Torque Converter, Gear Sets, Hydraulic Systems and Electronic Control Units (ECUs)), Transmission Type, Fuel Type, Vehicle Type, Sales Channel, End User and By Geography |
根據 Stratistics MRC 的數據,全球自動變速箱市場預計在 2025 年達到 389.1 億美元,到 2032 年將達到 620.7 億美元,預測期內的複合年成長率為 6.9%。
自動變速箱是一種自動調整齒輪比的車輛系統,無需駕駛者手動換檔。與依賴離合器和駕駛員操作的手排變速箱不同,自動變速箱依靠液壓系統、電子感測器或機械裝置來選擇正確的檔位。這使得動力傳輸更加順暢,駕駛舒適度更高,並在擁擠路段更加便利。許多現代自動無段變速箱(CVT) 和雙離合器技術等創新技術,從而提升了車輛性能和燃油經濟性。因此,自排變速箱越來越受歡迎,尤其是在頻繁換檔容易疲勞的都市區。
根據美國運輸統計局 (BTS) 的數據,到 2023 年,美國新售輕型車中超過 96% 將配備自動變速箱,包括傳統自動變速箱、CVT 和雙離合器變速箱。這反映出手排變速箱的普及率長期呈下降趨勢,目前手排變速箱在新車銷售中所佔比例不到 2%。
對燃油效率和舒適度的需求不斷增加
對燃油效率和駕駛舒適性的日益重視正在塑造自動變速箱市場。與以往的認知相反,配備CVT、DCT和先進控制系統的現代自動變速箱如今的燃油經濟性已與手排車相當,甚至更勝一籌。同時,它們還能減輕駕駛者疲勞,並在長途駕駛和繁忙通勤中提供卓越的便利性。消費者越來越重視輕鬆便捷的駕駛和經濟高效的燃油經濟性,這使得自動擋汽車成為首選。此外,嚴格的排放法規和政府對高效技術的激勵措施也鼓勵製造商採用先進的自動變速箱。這些因素共同作用,使舒適性和效率成為市場全球擴張的強大驅動力。
自動變速箱系統高成本
自動變速箱系統的高成本是市場擴張的一大障礙。由於自排變速箱使用電子模組、液力變矩器和精密感測器等先進零件,其製造成本遠高於手排變速箱。因此,車輛價格更高,令許多買家望而卻步,尤其是在注重成本的地區。此外,自動變速箱系統的維修和保養需要專業技能和工具,這增加了長期擁有成本。在預算優先的市場中,許多消費者仍然青睞手排車,因為它們價格更便宜,維護也更容易。因此,巨大的成本差異限制了其在市場上的廣泛普及。
對豪華和高檔汽車的需求不斷成長
豪華和高階汽車需求的激增推動了自動變速箱的普及。豪華汽車通常配備雙離合器變速箱 (DCT) 和無段變速箱 (CVT) 等先進系統,可提供卓越的駕駛舒適性、更快的換檔速度和更佳的操控性。尤其是在新興經濟體,隨著收入和期望的不斷提高,越來越多的買家選擇配備此類技術的高階汽車。對於這個消費群體而言,便利性、平順性和創新性是重中之重,而自動駕駛系統則有效地滿足了這些需求。汽車製造商也在全球市場擴大其高階車型陣容,進一步增強了需求。這一趨勢確保了豪華汽車市場將繼續成為自動變速箱供應商的關鍵驅動力。
簡化傳動系統的電動車越來越受歡迎
電動車的迅速普及對自動變速箱產業構成了重大威脅。大多數電動車採用單速齒輪設置,依靠其瞬時扭力輸出能力,而非多速齒輪系統。這種技術上的簡單性意味著傳統自動變速箱的生存空間將會減少。雖然先進的變速箱設計仍在混合動力汽車中繼續應用,但全球向純電動車的轉變最終可能會導致需求萎縮。隨著各國政府推行零排放政策,以及汽車製造商擴大其電動車產品組合,預計對傳統自動變速箱的依賴將會減少。這一趨勢給變速箱製造商帶來了挑戰,除非他們能夠滿足電氣化的需求,否則其市場競爭力可能會下降。
新冠疫情嚴重擾亂了自動變速箱市場,導致供應鏈中斷,汽車生產暫停。封鎖、勞動力短缺和貿易限制推遲了車輛和重要變速箱零件的供應。消費者,尤其是新興市場的消費者,面臨財務困境,導致新車需求大幅下降。然而,隨著經濟重啟,人們對私家車的偏好日益成長,帶動了汽車銷售回升,推動了經濟復甦。汽車製造商也利用這段時間投資更智慧、更有效率的自動駕駛技術,以滿足不斷變化的消費者需求。雖然疫情帶來了重大的短期挑戰,但最終凸顯了該產業的適應力和長期成長機會。
預計電控系統(ECU)將成為預測期內最大的細分市場。
電控系統(ECU) 部分預計將在預測期內佔據最大的市場佔有率,因為它在管理變速箱操作中發揮核心作用。作為控制樞紐,ECU 使用感測器和程式邏輯來做出換檔決策,從而最佳化扭矩傳輸並提高整體燃油經濟性。汽車數位化趨勢,包括自我調整駕駛功能和基於人工智慧的控制,正在進一步提高 ECU 的採用率。更嚴格的全球排放法規也迫使汽車製造商依賴電子控制系統來提高效率和合規性。隨著汽車繼續向更聰明的移動方式發展,ECU 仍然至關重要,使其成為最主要和成長最快的變速箱部件。
預計無段變速箱(CVT) 細分市場在預測期間的複合年成長率最高
無段變速箱(CVT) 領域預計將在預測期內達到最高成長率。與傳統系統不同,CVT 採用皮帶輪機構來確保不間斷的動力傳輸,從而實現更平穩的駕駛體驗和更高的燃油效率。這項技術在緊湊型、混合動力汽車和中檔車型中尤其流行,因為成本節約和燃油經濟性是這些車型的關鍵因素。隨著世界各國政府加強燃油經濟性和排放法規,越來越多的汽車製造商開始採用 CVT 作為可行的解決方案。亞太市場的強勁需求進一步推動了 CVT 的成長。總體而言,CVT 兼具舒適性和效率,使其成為成長最快的變速箱類別。
預計亞太地區將在預測期內佔據最大的市場佔有率,這得益於蓬勃發展的汽車產業和不斷擴大的消費群。主要貢獻國家包括中國、日本、韓國和印度,這些國家的汽車產量和自動變速箱汽車的普及率將大幅成長。快速的經濟成長、不斷變化的都市區生活方式以及不斷成長的可支配收入,正在推動人們對更平穩、更便利的駕駛體驗的需求。此外,政府鼓勵燃油效率和電氣化的政策正在推動汽車製造商採用先進的傳動系統。隨著許多跨國公司投資區域製造業,亞太地區仍然是自動變速箱的主要樞紐,並在全球範圍內保持主導地位。
預計北美地區在預測期內將實現最高的複合年成長率,這得益於人們對豪華車、混合動力汽車和技術先進的汽車日益成長的興趣。該地區消費者普遍青睞自動變速箱,因為其易於使用、操控平穩且性能卓越。隨著電動車的普及,對高效能智慧變速箱系統的需求也正在加速成長。此外,嚴格的燃油經濟性和排放法規也促使製造商升級其變速箱技術。在全球主要汽車製造商和強大的研發計畫的支持下,北美地區繼續引領技術創新,使其成為自動變速箱成長最快的區域市場。
According to Stratistics MRC, the Global Automatic Transmission Market is accounted for $38.91 billion in 2025 and is expected to reach $62.07 billion by 2032 growing at a CAGR of 6.9% during the forecast period. Automatic transmission refers to a vehicle system that adjusts gear ratios automatically, eliminating the need for drivers to shift manually. Unlike a manual gearbox, which depends on the clutch and driver's input, an automatic setup relies on hydraulic pressure, electronic sensors, or mechanical mechanisms to choose the correct gear. This provides seamless power delivery, better driving comfort, and convenience in congested roads. Many modern versions include innovations like continuously variable transmissions (CVT) and dual-clutch technology, boosting both performance and fuel economy. Consequently, automatic transmissions have become increasingly popular, particularly in cities, where frequent gear shifting can otherwise cause fatigue.
According to the U.S. Bureau of Transportation Statistics (BTS), over 96% of new light-duty vehicles sold in the United States in 2023 were equipped with automatic transmissions, including traditional automatics, CVTs, and dual-clutch systems. This reflects a long-term decline in manual transmission adoption, which accounted for less than 2% of new vehicle sales.
Rising demand for fuel efficiency and comfort
The growing emphasis on fuel efficiency and driving comfort is shaping the automatic transmission market. Unlike earlier perceptions, modern automatics with CVT, DCT, and advanced control systems now deliver fuel economy equal to or better than manual cars. Alongside this, they offer superior convenience by reducing driver fatigue during long journeys or traffic-heavy commutes. Consumers increasingly prioritize hassle-free driving combined with cost-effective fuel usage, making automatics a preferred choice. Furthermore, strict emission norms and government incentives for efficient technologies push manufacturers to adopt advanced automatic transmissions. These factors together make comfort and efficiency strong drivers behind the market's global expansion.
High cost of automatic transmission systems
The high cost of automatic transmission systems is a major obstacle to market expansion. Since automatics use sophisticated parts like electronic modules, torque converters, and precision sensors, their production costs are notably higher than manual gearboxes. This results in more expensive vehicles, discouraging many buyers, particularly in cost-conscious regions. Furthermore, repairing or servicing automatic systems requires specialized skills and tools, adding to long-term ownership expenses. In markets where budget remains the top priority, many consumers still prefer manual vehicles for their lower price and simpler upkeep. Consequently, the substantial cost disparity continues to act as a restraint for wider market acceptance.
Rising demand for luxury and premium cars
The surge in luxury and premium car demand is fueling opportunities for automatic transmission adoption. High-end vehicles typically feature advanced systems like DCTs and CVTs that provide exceptional driving comfort, faster gear changes, and superior handling. With rising incomes and growing aspirations, especially in developing economies, more buyers are choosing premium cars equipped with these technologies. For this consumer group, convenience, smoothness, and innovation are top priorities, which automatic systems deliver effectively. Automakers are also expanding their premium lineups across global markets, further strengthening demand. This trend ensures that the luxury segment remains a key growth driver for automatic transmission suppliers.
Rising popularity of electric vehicles with simplified drive trains
The rapid adoption of electric vehicles is emerging as a critical threat to the automatic transmission industry. Most EVs function with single-speed gear setups, relying on their ability to deliver immediate torque rather than multi-gear systems. This technological simplicity means fewer opportunities for traditional automatic transmissions. Although hybrid cars continue to use advanced transmission designs, the shift toward fully electric mobility worldwide could eventually shrink demand. With governments pushing zero-emission policies and automakers expanding EV portfolios, reliance on conventional automatic gearboxes is expected to decrease. This trend challenges transmission manufacturers, who may face declining relevance unless they adapt to electrification needs.
The outbreak of COVID-19 severely disrupted the automatic transmission market, causing supply chain breakdowns and temporary suspension of automobile production. Lockdowns, workforce shortages, and trade restrictions delayed the availability of vehicles and essential transmission parts. Demand for new cars dropped significantly as consumers faced financial strain, especially in emerging economies. Yet, once economies reopened, recovery was driven by a stronger preference for private transport and improved vehicle sales. Automakers also used this period to invest in smarter and more efficient automatic technologies, preparing for evolving consumer needs. While the pandemic created major short-term challenges, it ultimately underscored the industry's adaptability and long-term growth opportunities.
The electronic control units (ECUs) segment is expected to be the largest during the forecast period
The electronic control units (ECUs) segment is expected to account for the largest market share during the forecast period due to their central role in managing transmission operations. Acting as the control hub, ECUs use sensors and programmed logic to determine gear changes, optimize torque delivery, and improve overall fuel economy. The trend toward digitalization in vehicles, including adaptive driving features and AI-based controls, has further increased ECU adoption. Stricter global emission policies also encourage automakers to depend more on electronic management for efficiency and compliance. As vehicles continue evolving toward smarter mobility, the ECU remains essential, positioning it as the most dominant and rapidly expanding transmission component.
The continuously variable transmission (CVT) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the continuously variable transmission (CVT) segment is predicted to witness the highest growth rate. Unlike traditional systems, CVTs allow uninterrupted power delivery by using a belt and pulley mechanism, resulting in smoother driving and higher fuel efficiency. This technology is especially favored in small cars, hybrids, and mid-range vehicles where cost savings and mileage are crucial factors. With governments tightening fuel economy and emission rules, automakers are increasingly adopting CVTs as a practical solution. Strong demand from Asia-Pacific markets further accelerates their growth. Overall, CVTs combine comfort with efficiency, making them the most rapidly expanding transmission category.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, supported by its strong automotive industry and expanding consumer base. Major contributors include China, Japan, South Korea, and India, which together account for substantial vehicle production and adoption of automatic-equipped cars. Rapid economic growth, urban lifestyle changes, and increasing disposable incomes are fueling demand for smoother, more convenient driving experiences. In addition, government policies that encourage fuel efficiency and electrification are pushing automakers to adopt advanced transmission systems. With many global companies investing in regional manufacturing, APAC remains the leading hub for automatic transmissions and continues to dominate globally.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by rising interest in luxury, hybrid, and technologically advanced vehicles. Consumers in the region widely favor automatics for their ease of use, smooth handling, and superior performance. With EV adoption gaining momentum, demand for efficient and intelligent transmission systems is also accelerating. Moreover, strict fuel efficiency and emission standards are pushing manufacturers to upgrade transmission technologies. Supported by the presence of major global automakers and strong R&D initiatives, North America continues to lead in innovation, making it the fastest-expanding regional market for automatic transmissions.
Key players in the market
Some of the key players in Automatic Transmission Market include ZF Friedrichshafen AG, Aisin Corporation, JATCO Ltd., Hyundai Transys Inc., Magna International Inc., Allison Transmission Inc., Schaeffler AG, Eaton Corporation plc, BorgWarner Inc., Continental AG, Punch Powertrain NV, GKN Automotive, Toyota Motor Corp. (Hybrid e-CVT), Valeo SA and Tremec Corp.
In April 2025, ZF's Commercial Vehicle Solutions (CVS) division has secured a multi-year contract from an undisclosed commercial vehicle manufacturer in India to supply several thousand units of its AxTrax 2 electric axle. The agreement will support the production of a new fleet of zero-emissions intercity buses. The AxTrax 2 electric axle, designed for light- and medium-duty bus applications, delivers 210kW of continuous power and a peak output torque of 26,000Nm.
In July 2024, Aisin Corporation and the BMW Group have agreed on a strategic partnership. The aim of this partnership is cooperation in the field of build-to-print e-axle production by AISIN based on a BMW Group design. AISIN has received the trust of the BMW Group to develop products that meet customers' needs and expectations and we had the honor to supply key products such as automatic transmissions and variable valve timings for BMW Group vehicles.
In May 2024, Magna International entered into agreement providing issuance of C$450M senior unsecured notes. The notes will bear interest at an annual rate of 4.80% and will mature on May 30, 2029. Magna intends to use the net proceeds from this offering for general corporate purposes, which may include the repayment of its existing indebtedness.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.