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市場調查報告書
商品編碼
1822357
2032 年傳動系統市場預測:按車輛類型、零件、馬達功率、推進類型、驅動類型、架構和地區進行全球分析Driveline Market Forecasts to 2032 - Global Analysis By Vehicle Type (Passenger Cars, Commercial Vehicles and Off-Highway Vehicles), Component, Motor Output, Propulsion Type, Drive Type, Architecture and By Geography |
根據 Stratistics MRC 的數據,全球傳動系統市場預計在 2025 年達到 1,575 億美元,到 2032 年將達到 2,216.2 億美元,預測期內複合年成長率為 5.0%。
傳動系統,也稱為引擎減去傳動系,在向車輪傳遞動力方面發揮著至關重要的作用。它包括四輪驅動車輛中的變速箱、車橋、差速器、傳動軸和分動箱等基本部件。其主要功能是將引擎動力傳輸到車輪,同時根據各種路面和駕駛條件管理扭力和轉速。現代傳動系統強調效率、低排放氣體和性能提升。隨著電動車和混合動力汽車的日益普及,傳動系統技術也不斷改進,以確保平穩、高效、可靠的動力傳輸,同時提高能源利用率。
根據國際能源總署 (IEA) 的數據,到 2023 年,全球電動車銷量將超過 1,400 萬輛,佔總銷量的 18%,而 2020 年這一比例僅為 4%。這一成長將直接推動汽車產業對電動傳動系統、電橋和變速箱創新的需求。
省油車的需求不斷增加
由於消費者對節能汽車的偏好日益成長,傳動系統市場正經歷強勁成長。不斷上漲的燃油成本和對環保交通的日益重視,促使消費者尋求能夠最大程度提高燃油經濟性和性能的車輛。為了滿足這些需求,製造商正在採用先進的傳動系統技術,包括輕量化設計、改進的變速箱和增強的扭力管理。此外,世界各地的監管機構正在實施嚴格的燃油經濟性標準,迫使汽車製造商投資於傳動系統創新。這一趨勢不僅減少了燃油消耗,還減少了有害排放氣體,從而支持全球永續性目標。因此,追求燃油經濟性仍然是推動傳動系統市場向前發展的關鍵因素。
製造成本高
傳動系統市場面臨的關鍵限制因素是製造成本的上升。輕量化材料、高精度變速箱和先進電子差速器的開發需要在研發、製造和品質保證方面投入大量資金。這些成本通常會反映在最終產品的價格上,從而降低了成本敏感地區先進車輛的供應。混合動力和純電動傳動系統技術的採用進一步加重了財務負擔。由於生產成本高昂,小型製造商在與規模更大、更成熟的公司競爭時面臨挑戰。因此,傳動系統零件的高昂價格正在抑制市場成長,減緩先進系統的普及,並限制全球技術應用的步伐。
使用輕質和尖端材料
先進輕量材料的採用為傳動系統市場帶來了巨大的成長潛力。由碳複合材料、鋁合金和高強度鋼製成的零件能夠減輕車輛重量、提高效率、提升性能,同時確保耐用性。這些創新也有助於滿足嚴格的排放氣體和燃油經濟性標準。汽車製造商正在投資材料科學與工程,以開發輕量化且兼具安全性和堅固性的傳動系統。透過採用尖端材料,傳動系統製造商可以提供高效、可靠且環保的解決方案,以滿足消費者的期望。這種向先進材料的轉變為在全球汽車市場進行創新和獲得競爭優勢提供了獨特的機會。
快速的技術變革
汽車產業技術創新日新月異,傳動系統市場面臨許多挑戰。電動車、自動駕駛汽車和聯網汽車的發展要求傳動系統不斷升級,以保持競爭力。如果製造商未能跟上技術創新的步伐,就有可能在先進、高效的傳動系統技術取代老舊零件的過程中面臨被淘汰的風險。這種快速的創新週期推高了研發成本,給預算有限的中小型企業帶來了巨大壓力。此外,將新系統整合到現有車輛和基礎設施中也極具挑戰性,從而延遲了產品的上市。因此,汽車技術的快速發展構成了重大威脅,迫使傳動系統公司必須快速適應並保持技術領先。
新冠疫情 (COVID-19) 疫情為全球傳動系統產業帶來重大衝擊,擾亂了製造營運和供應鏈。工廠臨時關閉和勞動力限制導致關鍵傳動系統部件的生產延遲。原料、電子元件和中間產品的短缺進一步影響了生產計劃。疫情引發的經濟放緩和汽車購買量下降,導致乘用車和商用車領域對傳動系統的需求都下降。為了應對這種情況,汽車製造商實施了成本削減策略並調整了產業計畫。儘管面臨這些挫折,但隨著生產趨於穩定和消費者需求復甦,市場正顯示出復甦的跡象,為全球傳動系統製造商保留了長期成長潛力和機會。
預計預測期內輸電部分將佔比最大
變速箱在將引擎動力有效傳輸至車輪方面發揮關鍵作用,預計在預測期內將佔據最大的市場佔有率。變速箱可調整扭力和轉速以適應各種駕駛條件,從而提高燃油經濟性、性能和整體車輛操控性。自動變速箱、雙離合器變速箱和無段變速箱的影響力。汽車製造商正致力於開發能夠提高可靠性、最大限度地減少能量損失並支援混合動力和電動動力傳動系統的變速箱。變速箱廣泛應用於乘用車、商用車和電動車,其對車輛功能的重大貢獻使其成為全球傳動系統市場中最大、最具影響力的零件。
預計在預測期內,電池電動車 (BEV) 領域將以最高的複合年成長率成長。
受全球向電動車轉型的推動,純電動車 (BEV) 細分市場預計將在預測期內實現最高成長率。 BEV 採用先進的傳動系統技術,例如電動橋、再生煞車系統和電控差速器,以最大限度地提高能源效率和動力管理。政府的支持性政策、更嚴格的環境法規以及消費者對環保汽車日益成長的偏好,進一步推動了市場擴張。汽車製造商正在投資研發,以提高 BEV 傳動系統的性能、耐用性和效率。隨著汽車市場電氣化進程的加速,BEV 細分市場成為成長最快的領域,為技術創新和市場發展提供了巨大的機會。
預計亞太地區將在預測期內佔據最大的市場佔有率。這得益於中國、日本和印度等國汽車產量高、汽車需求不斷擴大以及產業快速成長。可支配收入的增加、城市基礎設施的改善以及消費者對乘用車和商用車的強烈偏好是關鍵的成長要素。汽車製造商和傳動系統零件供應商正在大力投資當地製造工廠和研究設施,以滿足不斷成長的市場需求。該地區完善的汽車生態系統,加上有利的政府政策和獎勵,鞏固了主導地位。因此,預計亞太地區將在全球傳動系統產業中佔據最大的市場佔有率,從而刺激技術創新和整體市場擴張。
預計北美地區在預測期內將實現最高的複合年成長率,這得益於混合動力汽車汽車和電動汽車的日益普及、嚴格的環境法規以及對先進高性能汽車日益成長的需求。對創新傳動系統(例如電子橋、電控差速器和扭矩向量變速箱)的大量投資正在推動這一擴張。美國和加拿大的汽車製造商正在優先進行研發,以提高傳動系統技術的效率、耐用性和永續性。政府的支持性政策、對綠色汽車的補貼以及基礎設施的改善進一步刺激了傳動系統的普及。因此,北美地區已成為傳動系統市場成長最快的地區,為技術進步和商業性成長提供了充足的機會。
According to Stratistics MRC, the Global Driveline Market is accounted for $157.50 billion in 2025 and is expected to reach $221.62 billion by 2032 growing at a CAGR of 5.0% during the forecast period. The driveline, also known as the drivetrain minus the engine, plays a vital role in delivering power to the wheels of a vehicle. It includes essential parts like the transmission, axles, differential, driveshafts, and transfer cases in vehicles with all-wheel or four-wheel drive. Its primary function is to transfer the engine's power to the wheels while managing torque and speed for diverse road and driving conditions. Modern driveline systems emphasize efficiency, lower emissions, and improved performance. As electric and hybrid vehicles become more widespread, driveline technologies are adapting to ensure smooth, efficient, and reliable power delivery with enhanced energy utilization.
According to the International Energy Agency (IEA), global electric car sales exceeded 14 million in 2023, representing 18% of total car sales worldwide, up from just 4% in 2020. This surge directly drives demand for electric drivelines, e-axles, and transmission innovations in the automotive sector.
Growing demand for fuel-efficient vehicles
The driveline market experiences strong growth due to the rising preference for vehicles offering better fuel efficiency. Escalating fuel costs and increasing emphasis on eco-friendly transportation push consumers toward cars that maximize mileage and performance. Manufacturers are incorporating advanced driveline technologies, including lightweight designs, improved transmissions, and enhanced torque management, to meet these needs. Additionally, regulatory bodies worldwide are enforcing strict fuel-efficiency norms, compelling automakers to invest in driveline innovations. This trend not only cuts fuel usage but also reduces harmful emissions, supporting global sustainability targets. As a result, the pursuit of fuel economy remains a key factor propelling the driveline market forward.
High manufacturing costs
One of the key limitations in the driveline market is the elevated cost of production. Developing lightweight materials, precision transmissions, and advanced electronically controlled differentials demands significant investment in research, manufacturing, and quality assurance. These expenses are often reflected in the final product price, making advanced vehicles less accessible in cost-sensitive regions. The adoption of hybrid and electric driveline technologies adds further financial burden. Smaller manufacturers face challenges competing with large, established companies due to these high production costs. Consequently, the expensive nature of driveline components restrains market growth, slowing the proliferation of advanced systems and limiting the pace of technological adoption globally.
Lightweight and advanced materials adoption
Adopting advanced lightweight materials offers notable growth potential in the driveline market. Components made from carbon composites, aluminum alloys, and high-strength steel reduce vehicle mass, boost efficiency, and enhance performance while ensuring durability. These innovations also support compliance with strict emission and fuel-economy standards. Automotive manufacturers are investing in material science and engineering to create drivelines that maintain safety and robustness while lowering weight. By incorporating cutting-edge materials, driveline producers can provide efficient, reliable, and environmentally friendly solutions, aligning with consumer expectations. This shift toward advanced materials presents a strong opportunity to innovate and gain a competitive edge in the global automotive market.
Rapid technological changes
The driveline market faces threats from the swift pace of technological innovation in the automotive sector. Developments in electric, autonomous, and connected vehicles demand continuous upgrades to driveline systems to maintain competitiveness. Manufacturers that fail to keep up risk obsolescence as advanced, more efficient driveline technologies replace older components. This rapid innovation cycle drives up research and development expenses and can strain smaller players with limited budgets. Moreover, integrating new systems with existing vehicles and infrastructure may pose challenges, slowing market adoption. As a result, the fast evolution of automotive technology is a major threat, requiring driveline companies to adapt rapidly and remain technologically current.
The COVID-19 outbreak caused major setbacks for the global driveline industry, disrupting manufacturing operations and supply chains. Temporary plant closures and workforce restrictions delayed the production of key driveline components. Shortages of raw materials, electronic parts, and intermediate products further affected manufacturing timelines. The pandemic-induced economic slowdown and reduced vehicle purchases decreased the demand for drivelines across both passenger and commercial segments. To manage the situation, automakers implemented cost-reduction strategies and adjusted operational plans. Despite these setbacks, the market is showing signs of recovery as production stabilizes and consumer demand returns, maintaining long-term growth potential and opportunities for driveline manufacturers worldwide.
The transmission segment is expected to be the largest during the forecast period
The transmission segment is expected to account for the largest market share during the forecast period due to its essential role in transferring engine power to the wheels efficiently. It regulates torque and speed for diverse driving conditions, improving fuel economy, performance, and overall vehicle handling. Technological advancements, including automatic, dual-clutch, and continuously variable transmissions, have further enhanced its prominence. Automakers focus on developing transmissions that increase reliability, minimize energy loss, and accommodate hybrid and electric power trains. Its vital contribution to vehicle functionality and extensive use across passenger cars, commercial vehicles, and EVs solidifies the transmission segment as the largest and most influential component in the global driveline market.
The battery electric vehicle (BEV) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery electric vehicle (BEV) segment is predicted to witness the highest growth rate, driven by the global shift toward electric mobility. BEVs utilize sophisticated driveline technologies, such as electric axles, regenerative braking systems, and electronically controlled differentials, to maximize energy efficiency and power management. Supportive government policies, stricter environmental regulations, and rising consumer preference for eco-friendly vehicles are further fueling expansion. Automakers are investing in R&D to enhance the performance, durability, and efficiency of BEV drivelines. As electrification accelerates across automotive markets, the BEV segment stands out as the fastest-growing sector, offering substantial opportunities for innovation and market development.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, driven by high automotive production, expanding vehicle demand, and rapid industrial growth in countries such as China, Japan, and India. Increasing disposable income, improved urban infrastructure, and strong consumer preference for passenger and commercial vehicles are key growth factors. Automakers and driveline component suppliers are investing significantly in local manufacturing plants and research facilities to serve the rising market demand. The region's well-established automotive ecosystem, combined with favorable government policies and incentives, strengthens its leadership position. As a result, Asia-Pacific maintains the largest market share in the global driveline industry, fueling both innovation and overall market expansion.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, fueled by increasing adoption of hybrid and electric vehicles, strict environmental regulations, and rising demand for advanced, high-performance automobiles. Significant investments in innovative driveline systems, such as e-axles, electronically managed differentials, and torque-vectoring transmissions, are driving this expansion. Automakers in the United States and Canada are emphasizing R&D to improve efficiency, durability, and sustainability of driveline technologies. Supportive government policies, subsidies for eco-friendly vehicles, and enhanced infrastructure further accelerate adoption. As a result, North America is positioned as the fastest-growing region in the driveline market, presenting ample opportunities for technological advancement and commercial growth.
Key players in the market
Some of the key players in Driveline Market include Robert Bosch GmbH, GKN Driveline (Melrose Industries PLC), Delphi Technologies, Denso Corporation, Valeo Inc., Continental AG, Schaeffler Technologies AG & Co. KG, BorgWarner Inc., ZF Friedrichshafen AG, Dana Incorporated, American Axle & Manufacturing, Hitachi Ltd., Mahindra & Mahindra Ltd, MSL Driveline Systems Limited and Aisin Seiki Co., Ltd.
In July 2025, Valeo Foods Group has successfully acquired the assets of an Italian panettone, pandoro and croissant producer, Melegatti 1894 S.p.A. This acquisition is another step forward in Valeo Foods Groups' strategy to expand its baked sweet treats portfolio, and reinforces Valeo's commitment to bringing authentic Italian confections and established regional brands to a wider international audience.
In November 2024, Bosch Corporation, the Japanese subsidiary of Robert Bosch GmbH concluded a "Comprehensive Partnership Agreement to Invigorate the Local Community" with Tsuzuki Ward, Yokohama. Through the partnership agreement, Bosch and Tsuzuki Ward, Yokohama, will strengthen their collaboration to further invigorate the local community.
In October 2024, Denso Corporation and Quadric.inc have signed a development license agreement for a Neural Processing Unit (NPU)*1, which is a semiconductor specialized for the arithmetic processing of AI. Through the agreement, DENSO will acquire the IP core license for Quadric's Chimera GPNPU*2, and the two companies will co-develop intellectual property (NPU) for an in-vehicle semiconductor.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.