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市場調查報告書
商品編碼
1935074
汽車馬達市場 - 全球產業規模、佔有率、趨勢、機會及預測(按產品類型、車輛類型、需求類別、應用、地區和競爭格局分類,2021-2031年)Automotive Motor Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Product Type, By Vehicle Type, By Demand Category, By Application, By Region & Competition,al, By Region & Competition, 2021-2031F |
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全球汽車馬達市場預計將從 2025 年的 393.8 億美元成長到 2031 年的 565.6 億美元,年複合成長率為 6.22%。
這些電子機械裝置對於將電能轉化為機械運動至關重要,它們不僅為主要推進系統提供動力,還為空調、動力方向盤和車窗穩壓器等輔助系統提供動力。市場成長主要得益於整個產業向電氣化轉型以及自動化安全和舒適功能的應用,這需要每輛車配備更高密度的分馬力馬達。電動車產量的不斷成長也推動了這一結構性演變,因為電動車採用了高附加價值的牽引馬達。值得注意的是,中國汽車工業協會(CAAM)的一份報告預測,到2024年,新能源汽車產量將達到約1,290萬輛,凸顯了電機密集產業的快速成長。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 393.8億美元 |
| 市場規模:2031年 | 565.6億美元 |
| 複合年成長率:2026-2031年 | 6.22% |
| 成長最快的細分市場 | 直流有刷電機 |
| 最大的市場 | 亞太地區 |
儘管取得了這些進展,但由於原物料價格波動,尤其是高效能永磁馬達所需的稀土元素(如鏑和釹)的價格波動,市場仍面臨著巨大的障礙。地緣政治不穩定和供應鏈脆弱性加劇了這些成本,造成巨大的價格壓力,侵蝕了製造商的利潤率。這種財務上的不確定性可能會阻礙先進馬達技術的更廣泛應用,尤其是在對成本高度敏感的汽車細分市場,在這些市場中,保持價格可負擔性對於市場滲透至關重要。
電動和混合動力汽車的廣泛普及是汽車馬達市場的主要驅動力,從根本上改變了車輛架構和零件需求。這項轉型需要用電子機械替代方案取代傳統的內燃機機械系統,例如電動水泵和空調壓縮機。同時,高效能牽引馬達也必不可少,這些馬達通常部署在四輪驅動系統的多個位置。正如國際能源總署(IEA)在2024年4月發布的《2024年全球電動車展望》中所述,預計到2024年,電動車銷量將達到約1700萬輛。這一趨勢還包括採用複雜雙動力傳動系統系統的混合動力車混合模式。例如,福特汽車公司報告稱,2024年4月其混合動力汽車銷量成長了42%,達到38421輛,這表明市場對依賴先進電機技術的電動驅動系統有著強勁的需求。
此外,全球汽車產量的擴張也是重要的次要促進因素,直接增加了關鍵電子機械元件的需求。隨著產業從供應鏈中斷中復甦,汽車組裝率的提高將確保對用於座椅調節器、雨刷、車窗等的標準實用馬達的需求不斷成長。這對於製造商實現規模經濟和資助創新至關重要。根據歐洲汽車製造商協會 (ACEA) 2024 年 2 月發布的報告,預計 2023 年全球汽車產量將達到 9,350 萬輛,比上年成長 10%。這一復甦趨勢為市場提供了穩定的基礎,確保分馬力馬達的消耗量將隨著新興市場和成熟市場整車組裝的擴張而同步成長。
全球汽車馬達市場面臨的一大障礙是原物料價格波動,尤其是釹、鏑等稀土元素波動,這些元素是製造高效能永磁馬達所必需的。這些成本極易受到地緣政治不穩定和供應鏈中斷的影響,造成難以預測的金融環境。這種波動使得製造商難以保證電動車零件生產所需的高資本密集型生產線的穩定利潤,進而有效抑制了為滿足未來需求而進行的積極擴張。
「由於成本上升,利潤率大幅壓縮,限制了行業應對價格衝擊和投資下一代技術的能力。這種財務壓力使供應商處境岌岌可危,威脅到其長期生存,並減緩了整體市場的發展。歐洲汽車零部件供應商協會 (CLEPA) 的報告凸顯了這種壓力,報告稱,約 38% 的汽車供應商協會 (CLEPA) 的報告凸顯了這種壓力,報告稱,約 38% 的汽車供應商協會 (CLEPA) 的報告凸顯了這種壓力,報告稱,約 38% 的汽車供應商協會 (CLEPA) 的報告凸顯了這種壓力,報告稱,約 38% 的汽車供應商預計到 2024年將處於盈虧平衡或虧損狀態,這凸顯了當前阻礙該行業成長軌蹟的重大財務挑戰。
電動車架構的關鍵趨勢是採用“整合式電驅動橋動力傳動系統系統”,該系統將馬達、電力電子設備和變速箱整合在一起。這種整合最佳化了功率密度並降低了車輛重量,直接滿足了對緊湊型設計和更高續航里程的需求。汽車製造商擴大將這些高壓系統外包,以簡化供應鏈並降低組裝成本。舍弗勒股份公司截至2024年3月的會計年度年度報告印證了這一轉變,報告顯示,其專注於此類整合解決方案的電動出行部門已獲得51億歐元的訂單,表明業界對這種架構有著濃厚的興趣。
同時,市場正果斷轉向稀土元素磁體技術,例如電勵磁同步馬達,以降低永久磁鐵供應風險。透過採用感應轉子技術取代昂貴的釹和鏑,製造商既能提高永續性,又能將生產成本與波動的原料市場隔離。這種技術轉變穩定了定價模式,並改善了推進系統的環境生命週期。例如,法雷奧於2024年10月宣布,其新開發的無磁電機系統iBEE與同類永磁電機相比,碳排放量將減少40%以上。
The Global Automotive Motor Market is projected to expand from USD 39.38 Billion in 2025 to USD 56.56 Billion by 2031, reflecting a compound annual growth rate of 6.22%. These electromechanical devices are essential for converting electrical energy into mechanical motion, supporting both primary propulsion and auxiliary systems like climate control, power steering, and window regulators. The market's growth is largely fueled by the industry-wide shift toward electrification and the incorporation of automated safety and comfort features, which require a higher density of fractional horsepower motors per vehicle. This structural evolution is underpinned by increasing electric vehicle production volumes that utilize high-value traction motors; notably, the China Association of Automobile Manufacturers reported that new energy vehicle production hit approximately 12.9 million units in 2024, highlighting the rapid growth of this motor-intensive sector.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 39.38 Billion |
| Market Size 2031 | USD 56.56 Billion |
| CAGR 2026-2031 | 6.22% |
| Fastest Growing Segment | DC Brushed Motor |
| Largest Market | Asia Pacific |
Despite these advances, the market faces a substantial hurdle due to the price volatility of raw materials, specifically rare earth elements such as dysprosium and neodymium required for high-efficiency permanent magnet motors. Geopolitical instability and supply chain fragility can amplify these costs, creating intense pricing pressures that erode manufacturer profit margins. This financial unpredictability threatens to impede the broader adoption of advanced motor technologies, particularly within cost-sensitive vehicle segments where maintaining affordability is crucial for market penetration.
Market Driver
The widespread adoption of electric and hybrid vehicles serves as the primary catalyst for the automotive motor market, fundamentally transforming vehicle architecture and component needs. This transition mandates the replacement of traditional internal combustion mechanical systems with electromechanical alternatives, such as electric water pumps and climate control compressors, while also requiring high-performance traction motors often deployed in multiples for all-wheel-drive systems. As highlighted in the International Energy Agency's 'Global EV Outlook 2024' from April 2024, electric car sales are anticipated to reach roughly 17 million units in 2024. This trend encompasses hybrid models using complex dual-powertrain systems; for instance, Ford Motor Company reported in April 2024 that its hybrid sales jumped 42 percent to 38,421 units, demonstrating strong demand for electrified drivetrains reliant on advanced motor technology.
Additionally, the expansion of global automotive manufacturing volumes acts as a critical secondary driver, directly scaling the procurement of essential electromechanical components. As the industry recovers from supply chain disruptions, increased vehicle assembly rates ensure growing demand for standard utility motors used in seat adjusters, wipers, and windows, which is vital for manufacturers to achieve economies of scale and fund innovation. According to the European Automobile Manufacturers' Association's February 2024 report, global vehicle production rose by 10 percent to 93.5 million units in 2023. This resurgence provides a stable foundation for the market, ensuring that fractional horsepower motor consumption grows in parallel with general automotive assembly across both emerging and established markets.
Market Challenge
A major obstacle facing the Global Automotive Motor Market is the volatility of raw material prices, particularly for rare earth elements like neodymium and dysprosium, which are critical for manufacturing high-efficiency permanent magnet motors. These costs are highly sensitive to geopolitical instability and supply chain disruptions, creating an unpredictable financial landscape. Such fluctuations make it difficult for manufacturers to guarantee stable returns on the capital-intensive production lines needed for electric vehicle components, effectively discouraging the aggressive operational scaling required to meet future demand.
The immediate consequence of these escalating costs is a severe compression of profit margins, limiting the industry's capacity to absorb pricing shocks or reinvest in next-generation technologies. This fiscal strain places suppliers in precarious positions, threatening their long-term viability and slowing overall market progress. Highlighting this pressure, the European Association of Automotive Suppliers (CLEPA) reported in 2024 that approximately 38% of automotive suppliers expected to operate at break-even or negative profitability levels, underscoring the acute financial challenges currently hampering the sector's growth trajectory.
Market Trends
A significant trend in electric vehicle architecture is the adoption of Integrated e-Axle Powertrain Systems, which consolidate the electric motor, power electronics, and transmission into unified 3-in-1 units. This integration optimizes power density and reduces vehicle weight, directly addressing the demand for compact packaging and extended driving ranges. Automakers are increasingly contracting these high-voltage systems to streamline supply chains and lower assembly costs. Evidence of this shift is seen in Schaeffler AG's March 2024 Annual Report, which noted that its E-Mobility division, specializing in these integrated solutions, recorded an order intake of 5.1 billion euros, signaling immense industry commitment to this topology.
Concurrently, the market is undergoing a decisive shift toward Rare-Earth-Free Magnet Technologies, such as Electrically Excited Synchronous Motors, to mitigate supply risks associated with permanent magnets. By utilizing inductive rotor technologies instead of expensive neodymium and dysprosium, manufacturers can decouple production costs from volatile raw material markets while enhancing sustainability. This technological pivot stabilizes pricing models and improves the environmental lifecycle of propulsion systems; for example, Valeo announced in October 2024 that its new iBEE magnet-free motor system is expected to reduce the carbon footprint by over 40 percent compared to equivalent permanent magnet motors.
Report Scope
In this report, the Global Automotive Motor 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 Automotive Motor Market.
Global Automotive Motor 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: