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市場調查報告書
商品編碼
1934208
電動乘用車零件市場-全球產業規模、佔有率、趨勢、機會及預測(按車輛類型、動力類型、零件類型、地區和競爭格局分類,2021-2031年)Electric Passenger Car Components Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Vehicle Type, By Propulsion Type, By Component Type, By Region & Competition, and By Competition, 2021-2031F |
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全球電動乘用車零件市場預計將從 2025 年的 1,550.1 億美元成長到 2031 年的 2,606.8 億美元,複合年成長率為 9.05%。
該市場涵蓋純電動車 (BEV) 和插電式混合動力汽車(PHEV) 所必需的專用硬體,例如高壓電池組、牽引馬達、溫度控管系統和功率逆變器。推動市場成長的主要因素是政府嚴格的排放法規和旨在加速從內燃機汽車轉型的巨額財政獎勵。根據中國汽車工業協會預測,2024 年新能源汽車銷量預計將達到 1,287 萬輛,年增 35.5%,證實了強勁的汽車需求正在直接推動對先進動力傳動系統和儲能解決方案的需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1550.1億美元 |
| 市場規模:2031年 | 2606.8億美元 |
| 複合年成長率:2026-2031年 | 9.05% |
| 成長最快的細分市場 | 油電混合車 |
| 最大的市場 | 歐洲 |
然而,市場擴張面臨一個重大障礙:電池製造關鍵原料供應鏈的不穩定性。鎳、鈷和鋰的開採和加工高度依賴特定地區,這使得市場容易受到地緣政治風險和價格波動等因素的影響。這種波動會導致生產成本難以預測和零件交付延遲,從而嚴重阻礙全球電動車產能的平穩擴張。
推動市場成長的一個根本催化劑是原始設備製造商 (OEM) 向全電動汽車產品線的快速轉型。汽車製造商正積極調整其生產策略,從內燃機轉向專用電動平台,需要大幅提升電動動力系統和高壓電池供應鏈的在地化程度。為了確保產能並減少對外部供應商的依賴,從而確保產量以實現雄心勃勃的電氣化目標,汽車製造商投入了數十億美元的資本。例如,豐田汽車公司在2025年2月發布的題為「豐田運作新的汽車電池工廠」的新聞稿中宣布,已在該州投資約140億美元,建立一個專門生產電動動力傳動系統零部件的基地。
同時,消費者對零排放和永續出行方式日益成長的興趣正在推動電動乘用車的普及,並增加對相關硬體的需求。隨著出行偏好轉向環保選項,製造商正在加速生產電力電子設備和牽引馬達以滿足這一需求。主要市場的強勁銷售業績也印證了這一趨勢。福特汽車在2025年1月發布的「福特電氣化2024」新聞稿中指出,2024年美國電動車銷量較上年成長34.8%。儘管存在地區差異,但該行業整體呈現強勁成長動能。歐洲汽車製造商協會(ACEA)在2025年宣布,2024年電池式電動車將佔歐盟新車註冊量的13.6%。
全球電動乘用車零件市場受到關鍵原料供應鏈波動性的顯著限制。鎳、鈷和鋰的開採和加工高度依賴特定地理區域,因此極易受到貿易中斷和地緣政治不穩定的影響。這些因素導致關鍵礦物原料價格劇烈波動,直接影響牽引馬達和高壓電池組的生產成本。因此,製造商難以準確預測支出,導致投資決策延遲,並擾亂關鍵傳動系統零件的生產計畫。
這種不確定性嚴重阻礙了零件供應商高效擴大營運規模的能力。高企且波動劇烈的原物料成本可能會推高成品零件的價格,進而可能導致價格敏感型市場區隔領域電動車的普及率下降。這些市場逆風在汽車產業的關鍵地區尤其顯著,這些地區的成長受到阻礙。根據歐洲汽車製造商協會(ACEA)的數據,到2024年,歐盟電池式電動車的市佔率將達到13.6%。這一數字凸顯了該行業在實現廣泛市場滲透的同時,還要克服零件製造固有的成本壓力和供應脆弱性等挑戰。
為了克服充電速度的限制,市場正經歷著向碳化矽 (SiC) 功率電子裝置和 800 伏特電氣架構的明顯轉變。透過將電壓從標準的 400 伏特系統提高一倍,汽車製造商可以透過降低所需電流來提高效率並縮短充電時間。這使得可以使用更小的冷卻組件和更輕的線束。這項技術進步推動了對先進硬體的需求,例如基於 SiC 的逆變器,這些硬體正逐漸成為中豪華電動車的標配,以最佳化續航里程。正如小鵬汽車在 2024 年 10 月發布的新聞稿《小鵬汽車 9 月電動車交付量創紀錄,達 21,352 輛》中所述,該公司 9 月的交付量比去年同期成長了 39%,這證實了消費者對基於高效 800 伏地成長平台的碳化需求成長。
同時,磷酸鋰鐵(LFP)電池技術正迅速普及,以降低大規模生產車輛的製造成本。 LFP電池無需使用昂貴的鎳和鈷,並具備耐火性和穩定性,適用於標準續航里程的應用。這改變了溫度控管硬體和電池管理系統的規格。這種化學成分的轉變有效地將零件價格與貴金屬市場的波動隔離開來,使製造商能夠穩定其供應鏈。這一轉變的規模是巨大的。根據國際能源總署(IEA)於2025年5月發布的《2025年全球電動車展望》,到2024年,磷酸鋰鐵鋰電池將佔全球電動車電池市場約50%的佔有率,這標誌著該行業的結構正朝著經濟實惠的電氣化方向發生重大轉變。
The Global Electric Passenger Car Components Market is projected to expand from USD 155.01 Billion in 2025 to USD 260.68 Billion by 2031, reflecting a compound annual growth rate of 9.05%. This market encompasses specialized hardware vital for battery electric and plug-in hybrid vehicles, such as high-voltage battery packs, traction motors, thermal management systems, and power inverters. Growth is primarily fuelled by strict government emission mandates and significant financial incentives aimed at hastening the shift away from internal combustion engines. According to the China Association of Automobile Manufacturers, new energy vehicle sales reached 12.87 million units in 2024, a 35.5 percent year-on-year rise, confirming that robust vehicle demand is directly driving the need for sophisticated drivetrain and energy storage solutions.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 155.01 Billion |
| Market Size 2031 | USD 260.68 Billion |
| CAGR 2026-2031 | 9.05% |
| Fastest Growing Segment | Hybrid Electric Vehicle |
| Largest Market | Europe |
However, market expansion faces a major obstacle due to supply chain volatility regarding critical raw materials essential for battery manufacturing. The industry's heavy dependence on specific regions for mining and processing nickel, cobalt, and lithium exposes it to geopolitical risks and price instability. Such volatility causes unpredictable production costs and potential delays in component delivery, acting as a significant barrier to the smooth scaling of global electric vehicle production capabilities.
Market Driver
A fundamental catalyst for market growth is the rapid transition of Original Equipment Manufacturers (OEMs) toward all-electric vehicle lineups. Automakers are actively reorienting their manufacturing strategies from internal combustion engines to dedicated electric platforms, a shift that requires substantial supply chain localization for electric drivetrains and high-voltage batteries. This strategic realignment involves billions of dollars in capital expenditure to secure production capacity and minimize dependence on external suppliers, thereby ensuring output meets ambitious electrification goals. For instance, Toyota Motor Corporation confirmed in a February 2025 press release regarding its 'Toyota Powers On New North Carolina Automotive Battery Plant' that it has invested nearly $14 billion in the site to establish a dedicated hub for electrified powertrain components.
Simultaneously, growing consumer interest in zero-emission and sustainable mobility is driving the adoption of electric passenger vehicles, which increases the volume of necessary hardware. As transportation preferences shift toward environmentally friendly options, manufacturers are accelerating the production of power electronics and traction motors to satisfy this demand. This trend is reinforced by strong sales figures in key markets; Ford Motor Company reported in its 'Ford Electrifies 2024' press release from January 2025 that its U.S. electric vehicle sales rose by 34.8% in 2024 compared to the prior year. Although regional differences exist, the sector remains robust, with the European Automobile Manufacturers' Association noting in 2025 that battery-electric vehicles accounted for a 13.6% market share of all new EU car registrations in 2024.
Market Challenge
The Global Electric Passenger Car Components Market is significantly restrained by volatility within the supply chain for critical raw materials. Because the industry depends heavily on specific geographic locations for extracting and processing nickel, cobalt, and lithium, it is vulnerable to trade disruptions and geopolitical instability. These factors cause erratic price swings for essential mineral inputs, which directly destabilize the production costs of traction motors and high-voltage battery packs. Consequently, manufacturers struggle to accurately forecast expenses, resulting in delayed investment decisions and obstructed production schedules for vital drivetrain components.
This unpredictability severely hampers the ability of component suppliers to scale their operations efficiently. High and unstable raw material costs frequently lead to increased prices for finished components, potentially reducing electric vehicle adoption rates in price-sensitive market segments. Such market headwinds are evident in major automotive regions where growth has encountered resistance; according to the European Automobile Manufacturers' Association, the market share of battery electric cars in the European Union was 13.6 percent in 2024. This figure underscores the challenges the sector faces in achieving broad market penetration while navigating the cost pressures and supply vulnerabilities inherent in component manufacturing.
Market Trends
The market is experiencing a definitive move toward Silicon Carbide (SiC) power electronics and 800-volt electrical architectures to overcome charging speed constraints. By doubling the voltage from the standard 400-volt system, OEMs can enhance efficiency and shorten charging times through reduced current requirements, which allows for smaller cooling components and lighter wiring harnesses. This technological advancement drives the need for advanced hardware such as SiC-based inverters, which are increasingly becoming standard in mid-range and premium electric vehicles to optimize range. As noted by XPeng Inc. in an October 2024 press release titled 'XPENG delivers record 21,352 electric vehicles in September,' the company saw a 39 percent year-over-year increase in deliveries, confirming rising consumer demand for vehicles utilizing efficient 800-volt silicon carbide platforms.
Simultaneously, the use of Lithium Iron Phosphate (LFP) battery chemistries is growing rapidly to reduce manufacturing costs for mass-market vehicles. LFP cells remove the need for costly nickel and cobalt, providing a fire-resistant and stable solution for standard-range applications that changes the specifications for thermal hardware and battery management systems. This shift in chemistry effectively disconnects component pricing from the volatility of precious metal markets, enabling manufacturers to stabilize their supply chains. The magnitude of this transition is substantial; the International Energy Agency (IEA) reported in its 'Global EV Outlook 2025' from May 2025 that Lithium Iron Phosphate batteries accounted for nearly 50 percent of the global electric vehicle battery market in 2024, signaling a major industrial shift toward affordable electrification.
Report Scope
In this report, the Global Electric Passenger Car Components Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Electric Passenger Car Components Market.
Global Electric Passenger Car Components Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: