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市場調查報告書
商品編碼
1934249
電動車零件市場-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 Vehicle Components Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Propulsion Type, By Component Type, By Region & Competition, 2021-2031F |
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全球電動車零件市場預計將從 2025 年的 2,195.7 億美元成長到 2031 年的 4,615.2 億美元,複合年成長率為 13.18%。
該市場涵蓋電動推進所需的專用硬體,包括高壓電池組、牽引馬達、逆變器、溫度控管系統等。該行業的成長主要受政府嚴格的排放氣體法規和旨在加速從內燃機向零排放交通轉型的財政獎勵的推動。這些法規結構鼓勵汽車製造商增加電動動力總成的生產,並促使他們開發強大的充電相容性。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 2195.7億美元 |
| 市場規模:2031年 | 4615.2億美元 |
| 複合年成長率:2026-2031年 | 13.18% |
| 成長最快的細分市場 | 電池組 |
| 最大的市場 | 亞太地區 |
然而,電池生產的關鍵原料供應鏈穩定性面臨嚴峻挑戰。鋰、鈷等關鍵礦物的供應波動可能導致生產瓶頸,影響滿足激增的汽車需求。根據中國汽車工業協會統計,2024年1月至10月,新能源汽車產量超過900萬輛。如此快速的成長給現有零件供應鏈帶來巨大壓力,凸顯瞭如何使上游礦產產能與零件製造商的迫切需求相匹配的挑戰。
各大汽車製造商雄心勃勃的電氣化目標和資本投入是零件產業的關鍵促進因素。現有製造商正在重組其供應鏈以支援電動動力傳動系統生產,從而持續推動對馬達、逆變器和溫度控管系統的需求。這項戰略轉型伴隨著大量的資本投資,以確保製造能力和專有技術堆疊。正如本田汽車公司在2024年5月舉行的「2024會計年度電氣化戰略關鍵措施營業內容說明」上宣布的那樣,該公司計劃到2031會計年度將其在電氣化和軟體技術方面的投資加倍,達到約10兆日元。如此龐大的資本投資將直接加速各大汽車製造商實現其生產目標所需的專用硬體的開發和採購。
同時,鋰離子電池成本的持續下降正在消除零件普及應用的一大經濟障礙。由於電池組通常是整車價格的主要決定因素,因此該領域成本的降低能夠提高其他高壓零件的利潤率和市場滲透率。製造效率的提高和原物料價格的下降是推動價格下降的重要因素。根據高盛2024年9月發布的題為《電動車電池價格下降速度超出預期》的報告,預計到2026年,全球平均電池價格將降至每千瓦時80美元。價格下降將促進電動車的普及,並帶動總銷量的成長。國際能源總署(IEA)預測,到2024年,全球電動車銷量將達到約1,700萬輛,這將穩步擴大零件供應商的潛在市場。
關鍵原料供應鏈的不穩定性嚴重阻礙因素全球電動車零件市場的發展。由於零件製造商專注於生產高壓電池組和牽引電機,鋰、鈷等關鍵礦物的供應波動常常阻礙生產。當上游礦產產能無法滿足汽車產業快速擴張的需求時,就會出現生產瓶頸。這些延誤導致製造商無法按時完成汽車製造商的訂單,直接拖慢了整個電動驅動系統市場的成長。
製造業供應鏈的中斷對產業產量產生了實際的影響,導致產量波動,阻礙了市場的穩定擴張。根據英國汽車製造商和貿易商協會(SMMT)預測,2024年英國電動車英國將年減20.4%,至275,896輛。產量的萎縮表明,無論消費者需求如何,物流和供應方面的障礙都可能從根本上限制市場的成長軌跡。因此,零件產業難以維持持續成長勢頭,可靠的原料供應困難導致生產停滯。
為了降低生產成本並提高熱安全性,製造商正日益優先考慮在標準續航里程的車輛中使用磷酸鋰鐵(LFP)電池。這項策略轉變使汽車製造商能夠減少對波動較大的鎳鈷供應鏈的依賴,同時提供耐用的儲能解決方案,並實現大眾市場的價格可承受性。近期全球採用率指標顯示,這種電池化學成分的崛起顯而易見,它正成為高銷量入門車輛的首選。根據國際能源總署(IEA)於2024年4月發布的《2024年全球電動車展望》,到2023年,LFP電池的產能將滿足全球電動車需求的40%以上,比三年前增加了一倍多。
同時,零件供應商正積極研發「三合一電驅動橋」系統,將馬達、電力電子設備和變速箱整合到一個緊湊的單元中。這種結構整合顯著降低了重量和安裝空間,使汽車製造商能夠簡化組裝流程並提高動力傳動系統的整體效率。隨著整車製造商(OEM)轉向這些整合模組化設計,一級供應商正從這些電氣化產品線中獲得顯著的財務成長。根據博格華納於2024年10月發布的「2024年第三季財務業績」新聞稿,該公司預計2024年全年電動產品銷售額將達到約24億美元,上年度的20億美元大幅成長。
The Global Electric Vehicle Components Market is projected to expand from USD 219.57 Billion in 2025 to USD 461.52 Billion by 2031, registering a CAGR of 13.18%. This market encompasses the specialized hardware necessary for electric propulsion, including high-voltage battery packs, traction motors, inverters, and thermal management systems. The sector's growth is fundamentally driven by strict government emission regulations and financial incentives intended to hasten the shift from internal combustion engines to zero-emission transportation. These regulatory frameworks compel automakers to increase the production volume of electrified drivetrains and require the development of robust charging compatibility.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 219.57 Billion |
| Market Size 2031 | USD 461.52 Billion |
| CAGR 2026-2031 | 13.18% |
| Fastest Growing Segment | Battery Packs |
| Largest Market | Asia Pacific |
However, the market confronts a significant hurdle regarding the stability of supply chains for critical raw materials essential for battery production. Fluctuations in the availability of key minerals such as lithium and cobalt can lead to production bottlenecks that impede the ability to meet surging vehicle demand. According to the China Association of Automobile Manufacturers, the production of new energy vehicles surpassed nine million units in the first ten months of 2024. This rapid scaling exerts immense pressure on existing component supply lines and underscores the challenge of aligning upstream mining capacities with the immediate requirements of component manufacturers.
Market Driver
Ambitious electrification targets and capital allocation by leading automotive OEMs serve as a primary catalyst for the component sector. Legacy manufacturers are restructuring their supply chains to support the production of electric drivetrains, generating sustained demand for motors, inverters, and thermal systems. This strategic pivot involves massive financial commitments to secure manufacturing capabilities and proprietary technology stacks. As noted by Honda Motor Co., Ltd. in May 2024 during the '2024 Business Briefing on Initiatives Key to the Electrification Strategy', the company intends to double its investment in electrification and software technologies to roughly 10 trillion yen through the fiscal year 2031. Such substantial capital injections directly accelerate the development and procurement of specialized hardware needed to meet the volume goals of these automotive giants.
Concurrently, the steady decline in lithium-ion battery costs is eliminating a major economic barrier to component adoption. Since the battery pack typically dictates the overall vehicle price, cost reductions in this area allow for better margins on other high-voltage components and broader market penetration. Improved manufacturing efficiencies and lower raw material prices contribute significantly to this downward pricing trend. According to a September 2024 report by Goldman Sachs titled 'Electric vehicle battery prices falling faster than expected', global average battery prices are forecast to drop to $80 per kilowatt-hour by 2026. This reduction enhances the affordability of electric mobility, thereby boosting total vehicle volume. The International Energy Agency projects that global electric car sales will reach approximately 17 million units in 2024, ensuring steady expansion of the addressable market for component suppliers.
Market Challenge
The instability of supply chains for critical raw materials acts as a severe constraint on the global electric vehicle components market. As component manufacturers strive to produce high-voltage battery packs and traction motors, their output is frequently disrupted by the volatile availability of essential minerals like lithium and cobalt. When upstream mining capacities fail to align with the rapid scaling requirements of the automotive sector, production bottlenecks emerge. These delays prevent manufacturers from fulfilling automaker orders on schedule, directly stalling the expansion of the broader electrified drivetrain market.
This disruption in the manufacturing pipeline has tangible consequences for industry output, causing fluctuations that impede steady market expansion. According to the Society of Motor Manufacturers and Traders, in 2024, the production volumes of electrified vehicles in the UK declined by 20.4% to 275,896 units compared to the previous year. Such a contraction in manufacturing output demonstrates how logistical and supply-side hurdles can physically limit the market's growth trajectory, regardless of consumer demand. Consequently, the component sector struggles to maintain consistent momentum, as the inability to secure reliable raw material inputs forces periods of stagnation.
Market Trends
Manufacturers are increasingly prioritizing Lithium Iron Phosphate (LFP) battery chemistries for standard-range vehicles to mitigate production costs and enhance thermal safety. This strategic shift allows automakers to reduce reliance on volatile nickel and cobalt supply chains while offering durable energy storage solutions that facilitate mass-market affordability. The rising dominance of this specific chemistry is evident in recent global deployment metrics, as it becomes the preferred choice for high-volume entry-level models. According to the International Energy Agency's 'Global EV Outlook 2024' published in April 2024, LFP batteries supplied more than 40% of electric vehicle demand globally by capacity in 2023, more than doubling the share recorded just three years prior.
Simultaneously, component suppliers are aggressively developing integrated 3-in-1 e-axle systems that combine the electric motor, power electronics, and transmission into a single compact unit. This architectural consolidation significantly reduces weight and packaging space, enabling vehicle manufacturers to streamline assembly processes and improve overall powertrain efficiency. Major Tier-1 suppliers are witnessing substantial financial growth from these electrified product lines as OEMs transition to these integrated modular designs. According to BorgWarner Inc.'s 'Third Quarter 2024 Results' press release from October 2024, the company expects its full-year 2024 eProduct sales to reach approximately $2.4 billion, representing a significant increase from the $2.0 billion recorded in the previous year.
Report Scope
In this report, the Global Electric Vehicle 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 Vehicle Components Market.
Global Electric Vehicle 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: