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市場調查報告書
商品編碼
1889407
電動汽車馬達市場預測至2032年:全球馬達類型、電動車類型、應用、組件、額定功率、動力傳動系統類型、銷售管道和區域分析Electric Vehicle Motor Market Forecasts to 2032 - Global Analysis By Motor Type, Electric Vehicle Type, Application, Component, Power Rating, Powertrain Type, Sales Channel, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球電動車馬達市場規模將達到 249 億美元,到 2032 年將達到 758 億美元。
預計在預測期內,電動車馬達市場將以17.2%的複合年成長率成長。電動汽車馬達市場涵蓋用於電池式電動車和混合動力汽車的牽引馬達的設計、製造和整合。這包括感應馬達、永磁電機和其他類型的電機,以及相關的控制電子設備和冷卻系統。與內燃機相比,電動車具有高效率、大扭矩、結構緊湊和運行安靜等優勢,有助於提高車輛性能、降低消費量,並支持交通運輸的大規模電氣化。
促進全球電氣化
電動汽車馬達市場的關鍵驅動力在於全球交通運輸電氣化進程的空前推進。隨著世界各國政府實施嚴格的排放法規並提供豐厚的消費者獎勵,汽車製造商被迫加快擴大其電動車產品線。此外,消費者日益增強的環境永續性意識也穩定提升了對零排放汽車的需求。監管壓力與消費者偏好轉變的雙重作用,為電動車馬達製造商創造了一個強勁且不斷成長的市場,確保了馬達技術的持續投資和創新。
對稀土元素的依賴
限制市場成長的一大挑戰是該產業對稀土元素的嚴重依賴,尤其是用於製造高強度永久磁鐵的釹。這些材料的開採和加工高度集中於特定地區,導致供應鏈脆弱且不穩定。此外,價格波動和地緣政治緊張局勢也對馬達生產的穩定性構成嚴重威脅。這種依賴性增加了成本,並威脅到電動車製造商在其控制區域之外的戰略自主權,促使它們探索替代馬達設計方案。
與電力電子裝置的整合
最佳化馬達和逆變器的組合有望顯著提升整個動力傳動系統的效率、功率密度和續航里程。此外,這種協同作用還能實現更先進的扭力控制,進而改善車輛和駕駛性能。這一趨勢正在推動馬達和半導體製造商之間的合作開發,為產品差異化和提升馬達以外的附加價值提供了機會。
激烈的全球競爭
市場面臨現有汽車供應商和靈活新進入者的激烈競爭威脅。這種競爭擠壓了利潤空間,並迫使企業持續快速創新。企業必須加大研發投入,以開發更有效率、更經濟、更緊湊的馬達並擴大生產規模。在這個快速變化的環境中,如果無法跟上技術進步或實現具有競爭力的價格,就可能導致市場佔有率迅速流失。
新冠疫情初期對電動車電機市場造成了嚴重衝擊,工廠停工,全球供應鏈中斷,導致生產延誤和零件短缺。然而,在政府強力的獎勵策略(包括綠色舉措和電動車補貼)的推動下,市場復甦速度出乎意料地快。這場危機加速了汽車產業向電氣化的策略轉型,許多汽車製造商將電動車專案納入疫情後的復甦計劃,最終促成了市場V型復甦。
預計在預測期內,永磁同步馬達(PMSM)細分市場將佔據最大的市場佔有率。
預計在預測期內,永磁同步馬達(PMSM)將佔據最大的市場佔有率。這項優勢歸功於其卓越的效率和高功率密度。大多數電池式電動車(BEV)都採用PMSM,因為其優異的性能能夠直接轉換為更長的續航里程。此外,PMSM尺寸緊湊、扭力輸出高,使其成為從乘用車到商用車等各種應用的理想選擇,並有望繼續保持其行業標準地位。
預計在預測期內,純電動車(BEV)細分市場將呈現最高的複合年成長率。
預計在預測期內,純電動車(BEV)細分市場將實現最高成長率。電池成本下降、充電基礎設施不斷完善以及面向不同消費群體推出價格更親民的純電動汽車車型,都直接推動了這一加速成長。此外,政府加強扶持力度,逐步淘汰內燃機汽車,也顯著提升了消費者對純電動車的需求,並促使汽車製造商加大投資,使純電動車成為汽車產業未來發展的核心。
預計亞太地區將在整個預測期內保持最大的市場佔有率。中國作為全球最大的電動車市場,在政府強力的監管和強大的國內製造業生態系統的支持下,發揮核心作用。全球主要電動車製造商的入駐以及龐大且日益富裕的消費群,鞏固了該地區的領先地位。此外,強大的本地關鍵零件供應鏈(包括馬達和電池)為該地區提供了其他地區仍在發展的關鍵競爭優勢。
預計亞太地區在預測期內將實現最高的複合年成長率。在中國持續快速成長的同時,印度和東南亞等新興經濟體也開始推出強而有力的電動車政策和激勵措施,從而催生了新的高成長細分市場。該地區國內外企業之間的激烈競爭,以及對產能投資的不斷增加,預計將推動成長。
According to Stratistics MRC, the Global Electric Vehicle Motor Market is accounted for $24.9 billion in 2025 and is expected to reach $75.8 billion by 2032, growing at a CAGR of 17.2% during the forecast period. The electric vehicle motor market involves the design, production, and integration of traction motors used in battery electric and hybrid vehicles. It covers induction, permanent magnet, and other motor types, along with associated control electronics and cooling systems. Benefits include high efficiency, strong torque, compact packaging, and quieter operation compared with combustion engines, enabling better vehicle performance, lower energy consumption, and support for mass electrification of transport.
Global Push for Electrification
The primary catalyst for the electric vehicle motor market is the unprecedented global push for transportation electrification. Governments worldwide are implementing stringent emission regulations and offering substantial consumer incentives, compelling automakers to accelerate their EV portfolios. Furthermore, rising consumer awareness regarding environmental sustainability is steadily increasing the demand for zero-emission vehicles. This powerful combination of regulatory pressure and shifting consumer preference creates a guaranteed and expanding market for EV motor manufacturers, ensuring continued investment and innovation in motor technologies.
Dependency on Rare-Earth Materials
A significant challenge constraining market growth is the industry's heavy reliance on rare-earth materials, particularly neodymium for high-strength permanent magnets. The extraction and processing of these materials are geographically concentrated, creating vulnerable and volatile supply chains. Additionally, price fluctuations and geopolitical tensions pose serious risks to stable motor production. This dependency increases costs and threatens the strategic autonomy of EV manufacturers outside the controlling regions, prompting a search for alternative motor designs.
Integration with Power Electronics
Optimizing the motor-inverter combination can lead to significant gains in overall powertrain efficiency, power density, and vehicle range. Moreover, this synergy enables more sophisticated torque control, improving vehicle performance and drivability. This trend encourages collaborative development between motor and semiconductor companies, which presents opportunities for product differentiation and value addition beyond the motor itself.
Intense Global Competition
The market faces the persistent threat of intense competition from both established automotive suppliers and a wave of new, agile entrants. This rivalry pressures profit margins and forces continuous, rapid innovation. Companies must invest heavily in research to develop more efficient, cost-effective, and compact motors while scaling production. The inability to keep pace with technological advancements or achieve competitive pricing can quickly lead to a loss of market share in this fast-evolving landscape.
The COVID-19 pandemic initially disrupted the EV motor market severely, causing factory shutdowns and fracturing global supply chains, which led to production delays and component shortages. However, the recovery was remarkably swift, fueled by strong governmental stimulus packages that often included green initiatives and EV subsidies. The crisis ultimately accelerated the automotive industry's strategic shift towards electrification, as many automakers prioritized EV programs in their post-pandemic recovery plans, leading to a V-shaped rebound for the market.
The permanent magnet synchronous motor (PMSM) segment is expected to be the largest during the forecast period
The permanent magnet synchronous motor (PMSM) segment is expected to account for the largest market share during the forecast period, a dominance attributed to its superior efficiency and high-power density. Most battery electric vehicles use PMSMs because they work so well, which directly leads to longer driving ranges. Furthermore, their compact size and high torque capability make them ideal for the diverse requirements of passenger and commercial vehicles, ensuring their continued prevalence as the industry standard.
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. Falling battery costs, expanding charging infrastructure, and the introduction of more affordable BEV models across various consumer segments directly fuel this accelerated growth. Additionally, increasingly supportive government policies that phase out internal combustion engines are steering both consumer demand and automaker investment decisively toward pure electric vehicles, making BEVs the central focus of the industry's future.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, anchored by China, the world's largest EV market, supported by aggressive government mandates and a robust domestic manufacturing ecosystem. The presence of major global EV manufacturers and a vast, increasingly affluent consumer base solidifies its dominant position. Moreover, strong local supply chains for key components, including motors and batteries, provide a critical competitive advantage that other regions are still developing.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. While China continues to grow rapidly, emerging economies like India and Southeast Asian nations are beginning to implement their own strong EV policies and incentives, creating new high-growth frontiers. The region's intense competition among local and international players, coupled with rising investments in production capacity, is expected to drive growth rate.
Key players in the market
Some of the key players in Electric Vehicle Motor Market include Robert Bosch GmbH, Siemens AG, ABB Ltd, Nidec Corporation, Mitsubishi Electric Corporation, Toshiba Corporation, Continental AG, DENSO Corporation, Magna International Inc., BorgWarner Inc., Hitachi Astemo, Ltd., AISIN CORPORATION, Valeo SA, ZF Friedrichshafen AG, MAHLE GmbH, and Johnson Electric Holdings Limited.
In October 2025, KPMG Australia launched the 2025 Nature Positive Challenge to support start-ups working in AI and the circular economy, complementing earlier circular-economy reports and advisory services.
In August 2025, BCG released "Spinning textile waste into value" and a related fashion circularity report, quantifying Europe's textile-waste opportunity and advising brands on circular business models.
In June 2025, Deloitte published "Circularity and value chains 2025: Multiplying effects", analysing how upcoming EU measures (including a planned Circular Economy Act) and the Circularity Gap Report 2025 reshape value chains and circular-economy strategy.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.