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市場調查報告書
商品編碼
2059023
汽車電動方向盤市場預測至2034年-全球分析(按轉向系統、組件、自動化程度、車輛類型、驅動系統、電壓架構、銷售管道和地區分類)Automotive Electric Power Steering Market Forecasts to 2034 - Global Analysis By Steering Type, Component, Automation Level, Vehicle Type, Propulsion Type, Voltage Architecture, Sales Channel, and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球汽車電動方向盤市場規模將達到 311 億美元,並在預測期內以 4.8% 的複合年成長率成長,到 2034 年將達到 453 億美元。
電動方向盤系統(EPS)以電動馬達和電控系統取代了傳統的液壓機構,提供轉向輔助,從而提高燃油效率並支援高級駕駛輔助系統(ADAS)。與持續運轉的液壓泵不同,這些系統僅在檢測到轉向輸入時才消耗電力。在車輛電氣化進程的推進、日益嚴格的排放氣體法規以及消費者對整合自動駕駛技術的駕駛舒適性和安全性的日益成長的需求的推動下,市場正經歷著強勁的成長。
全球更嚴格的燃油效率和排放氣體法規
北美、歐洲和亞洲的監管機構正在收緊二氧化碳排放和燃油效率標準,迫使汽車製造商採用更輕、更節能的零件。電動輔助轉向系統(EPS)消除了液壓幫浦造成的寄生功率損耗,與傳統系統相比,可降低約3-5%的油耗。乍看之下,這項改進似乎微不足道,但每年應用於數百萬輛汽車時,其影響將十分顯著。隨著世界各國政府不斷收緊2034年的排放氣體目標,汽車製造商正在加速所有車型從液壓轉向系統向電動轉向系統的過渡,從而確保了對EPS技術的穩定需求。
開發和整合先進的EPS成本很高。
開發具有線傳、車道維持輔助和觸覺回饋等先進功能的電動輔助轉向系統(EPS)需要對軟體工程、感測器校準和車輛整合進行大量投資。這些成本對於中小型汽車零件供應商和低價位車型市場而言難以負擔,可能會減緩其在價格敏感地區的市場滲透。此外,事故或故障後維修或更換電動轉向零件的成本高於傳統液壓轉向系統的維修成本,從而推高了總擁有成本。這些經濟障礙導致車隊營運商和注重成本的消費者猶豫不決,部分抵消了這項技術帶來的營運優勢。
線傳與自動駕駛平台的快速發展
線傳技術拋棄了傳統的實體轉向柱,完全依靠方向盤和車輪之間的電子通訊,為電動輔助轉向系統(EPS)供應商帶來了變革性的機會。這種架構能夠實現全新的內裝佈局、可調轉向比,並與L4級自動駕駛系統無縫整合(在L4級自動駕駛系統中,方向盤可以物理性存儲)。開發專用電動車平台的汽車製造商尤其熱衷於採用線傳,因為它簡化了製造流程並減少了零件數量。隨著自動駕駛功能在乘用車和商用車領域的不斷擴展,對響應迅速、冗餘的EPS架構的需求將顯著成長。
電子控制轉向系統中的網路安全漏洞
隨著對軟體定義轉向系統的依賴性日益增強,惡意攻擊者可利用潛在的攻擊面來破壞車輛控制。一旦網路入侵成功,影響轉向扭矩指令,可能會造成災難性的安全後果,使汽車製造商面臨法律責任和嚴格的監管審查。遠端車輛控制的高調演示提高了消費者的意識和監管機構的擔憂,促使製定了更嚴格的網路安全標準,例如 ISO/SAE 21434。遵守這些不斷發展的標準增加了開發複雜性和測試要求,而與電動輔助轉向系統 (EPS) 相關的重大安全事件可能會暫時削弱消費者信心,並減緩先進轉向技術的普及。
疫情初期,工廠停工、半導體短缺和供應鏈中斷等問題對汽車生產造成了衝擊,導致2020年和2021年EPS出貨量暫時下降。然而,在復甦階段,隨著汽車製造商為響應消費者偏好的變化而優先發展節能車型和電動車,EPS的普及速度加快。供應鏈中斷也促使製造商調整籌資策略,並投資本地EPS生產。特別是半導體短缺問題,凸顯了提高電子元件供應鏈透明度的必要性,進而促成了長期合約和策略夥伴關係關係的建立,有助於EPS市場的未來穩定發展。
在預測期內,12V 系統細分市場預計將佔據最大的市場佔有率。
預計在預測期內,12V系統細分市場將佔據最大的市場佔有率。這主要歸功於12V電氣架構在傳統內燃機汽車、混合動力汽車和入門級電動車的廣泛應用。此電壓等級擁有數十年成熟的供應鏈、零件標準化和服務基礎設施,使其成為量產乘用車和輕型商用車的首選。汽車製造商在將12V EPS整合到現有平台時,可以降低開發風險和成本。儘管高壓系統日益受到關注,但由於採用12V架構的車輛年產量龐大,預計該細分市場將在整個預測期內保持市場主導。
在預測期內,售後市場區隔預計將呈現最高的複合年成長率。
在預測期內,受全球汽車保有量成長和許多地區車輛平均車齡上升的推動,售後市場預計將呈現最高的成長率。隨著配備電動輔助轉向系統 (EPS) 的車輛保固期到期,車主將擴大從獨立經銷商和服務供應商尋求轉向零件、電控系統和扭力感測器的更換零件。 EPS 系統的複雜性導致對診斷工具、校準服務和專業維修知識的需求持續成長。此外,線上汽車零件零售的成長以及電子元件供應鏈物流的改進,使得獨立維修店更容易獲得售後 EPS 零件,從而顯著加速了該細分市場的擴張。
在預測期內,亞太地區預計將佔據最大的市場佔有率。這主要得益於全球汽車生產集中在中國、日本、韓國和印度。該地區龐大的汽車產量,加上電動和混合動力汽車的快速普及,正在創造對電動輔助轉向系統(EPS)前所未有的需求。捷太格特(JTEKT)、恩斯克(NSK)和萬都(Mando)等本土製造商憑藉本地化的供應鏈和具有成本競爭力的生產體系,已確立了穩固的地位。各國政府推行的旨在提高燃油效率和車輛安全標準的政策,進一步加速了EPS在所有細分市場的普及。光是中國這全球最大的汽車市場,就佔據了全球EPS消費的很大一部分,鞏固了亞太地區的主導地位。
在預測期內,北美預計將呈現最高的複合年成長率,這主要得益於電動卡車、SUV 和高性能車輛的加速普及,這些車輛需要先進的轉向功能。該地區的消費者對車道居中和泊車輔助等駕駛輔助功能的需求日益成長,而這些功能都依賴於電動輔助轉向系統 (EPS) 的硬體和軟體。為了滿足企業平均燃油經濟性 (CAFE) 標準,美國本土汽車製造商正積極將其輕型卡車和 SUV 產品線升級為 EPS 系統。此外,改裝轉向系統升級和客製化調校在汽車愛好者中越來越受歡迎,也帶來了額外的需求。隨著美國和墨西哥電動車製造業的擴張,EPS 的普及率也隨之提高。
According to Stratistics MRC, the Global Automotive Electric Power Steering Market is accounted for $31.1 billion in 2026 and is expected to reach $45.3 billion by 2034 growing at a CAGR of 4.8% during the forecast period. Electric Power Steering (EPS) systems replace traditional hydraulic mechanisms with electric motors and electronic control units to provide steering assistance, improving fuel efficiency and enabling advanced driver-assistance features. These systems consume power only when steering input is detected, unlike hydraulic pumps that run continuously. The market is experiencing robust growth driven by increasing vehicle electrification, stricter emissions regulations, and rising consumer demand for enhanced driving comfort and safety features integrated with autonomous driving technologies.
Stringent fuel efficiency and emissions regulations worldwide
Regulatory bodies across North America, Europe, and Asia have implemented increasingly strict carbon dioxide and fuel economy standards, pushing automakers to adopt weight-saving and energy-efficient components. EPS systems eliminate the parasitic power loss of hydraulic pumps, reducing fuel consumption by approximately three to five percent compared to conventional systems. This improvement, while seemingly modest, becomes significant when multiplied across millions of vehicles annually. As governments continue tightening emissions targets through 2034, automotive manufacturers accelerate the transition from hydraulic to electric steering across their entire model ranges, ensuring steady demand for EPS technologies.
High development and integration costs for advanced EPS
Developing EPS systems with sophisticated features such as steer-by-wire, lane-keeping assistance, and haptic feedback requires substantial investments in software engineering, sensor calibration, and vehicle integration. Smaller automotive suppliers and budget vehicle segments face difficulties absorbing these costs, potentially slowing market penetration in price-sensitive regions. Additionally, repairing or replacing electronic steering components after accidents or component failures is more expensive than servicing traditional hydraulic racks, increasing total ownership costs. These financial barriers create hesitation among fleet operators and cost-conscious consumers, partially offsetting the technology's operational benefits.
Rapid growth of steer-by-wire and autonomous driving platforms
Steer-by-wire technology, which removes the physical steering column and relies entirely on electronic communication between the steering wheel and road wheels, presents transformative opportunities for EPS providers. This architecture enables new interior layouts, adjustable steering ratios, and seamless integration with Level 4 autonomous driving systems where the steering wheel may physically retract. Automakers developing dedicated electric vehicle platforms are particularly receptive to steer-by-wire adoption because it simplifies manufacturing and reduces component count. As autonomous driving capabilities expand across passenger and commercial vehicle segments, demand for highly responsive, redundant EPS architectures will accelerate substantially.
Cybersecurity vulnerabilities in electronically controlled steering
The increasing reliance on software-defined steering systems introduces potential attack surfaces for malicious actors seeking to compromise vehicle control. A successful cyber intrusion affecting steering torque commands could create catastrophic safety consequences, exposing automakers to liability and regulatory scrutiny. High-profile demonstrations of remote vehicle manipulation have heightened consumer awareness and regulatory concern, leading to more stringent cybersecurity standards such as ISO/SAE 21434. Compliance with these evolving standards increases development complexity and testing requirements, while any major security incident involving EPS could temporarily erode consumer confidence and slow adoption of advanced steering technologies.
The pandemic initially disrupted automotive production through factory shutdowns, semiconductor shortages, and supply chain interruptions, causing temporary declines in EPS shipments during 2020 and 2021. However, the recovery period witnessed accelerated adoption of EPS as automakers prioritized fuel-efficient models and electric vehicles in response to changing consumer preferences. Supply chain disruptions also prompted manufacturers to diversify sourcing strategies and invest in localized EPS production. The semiconductor shortage specifically highlighted the need for greater visibility into electronic component supply chains, leading to longer-term contracts and strategic partnerships that stabilize the EPS market going forward.
The 12V Systems segment is expected to be the largest during the forecast period
The 12V Systems segment is expected to account for the largest market share during the forecast period, driven by the widespread dominance of 12V electrical architectures across conventional internal combustion engine vehicles, hybrids, and entry-level electric vehicles. This voltage level has decades of established supply chains, component standardization, and service infrastructure, making it the default choice for mass-market passenger cars and light commercial vehicles. Automakers benefit from lower development risk and cost when integrating 12V EPS into existing platforms. Even as higher voltage systems gain attention, the sheer volume of vehicles produced annually with 12V architectures ensures this segment maintains market leadership throughout the forecast timeline.
The Aftermarket segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Aftermarket segment is predicted to witness the highest growth rate, fueled by the expanding global vehicle parc and increasing average vehicle age across many regions. As more vehicles equipped with EPS exit their warranty periods, owners seek replacement steering components, electronic control units, and torque sensors from independent distributors and service providers. The complexity of EPS systems creates ongoing demand for diagnostic tools, calibration services, and specialized repair knowledge. Additionally, the growth of online automotive parts retail and improved supply chain logistics for electronic components makes aftermarket EPS parts more accessible to independent repair shops, accelerating segment expansion substantially.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, driven by the concentration of global automotive production in China, Japan, South Korea, and India. The region's massive vehicle output, combined with rapid adoption of electric and hybrid vehicles, creates unparalleled demand for EPS systems. Domestic manufacturers including JTEKT, NSK, and Mando have established strong positions, supported by localized supply chains and cost-competitive production. Government policies promoting fuel efficiency and vehicle safety standards further accelerate EPS penetration across all vehicle segments. As the world's largest automotive market, China alone accounts for a substantial portion of global EPS consumption, cementing Asia Pacific's leading position.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, supported by the accelerating shift toward electric trucks, SUVs, and performance vehicles requiring advanced steering capabilities. The region's consumers increasingly demand driver-assistance features such as lane centering and parking assist, both of which rely on EPS hardware and software. Domestic automakers are aggressively transitioning their light truck and SUV lineups to EPS to meet Corporate Average Fuel Economy standards. Additionally, the growing popularity of aftermarket steering upgrades and custom tuning among enthusiasts creates supplementary demand. As electric vehicle manufacturing expands across the United States and Mexico, EPS adoption rates rise correspondingly.
Key players in the market
Some of the key players in Automotive Electric Power Steering Market include JTEKT Corporation, NSK Ltd., Nexteer Automotive Group Limited, Robert Bosch GmbH, ZF Friedrichshafen AG, Hyundai Mobis Co., Ltd., Mando Corporation, Hitachi Astemo Ltd., Thyssenkrupp AG, Denso Corporation, Showa Corporation, Mitsubishi Electric Corporation, Schaeffler AG, Aptiv PLC, Continental AG, Magna International Inc., and Valeo SA.
In May 2026, Hyundai Mobis unveiled a "Dual-Actuator" EPS system for rear-wheel steering, which works in tandem with the front steering to reduce the turning radius of large electric SUVs by up to 25%.
In April 2026, Bosch announced the mass production of its "CSER" (Cyber-Secure EPS Rack), which includes hardware-based encryption to prevent unauthorized remote access to the steering system in software-defined vehicles.
In August 2025, ZF successfully completed track testing of its "Advanced Steer-by-Wire" system, which removes the physical steering column entirely, enabling new interior cabin designs where the steering wheel can be stowed during autonomous mode.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.