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市場調查報告書
商品編碼
1938537

汽車動力傳動系統市場 - 全球產業規模、佔有率、趨勢、機會及預測(按車輛類型、驅動類型、類型、地區和競爭格局分類,2021-2031年)

Automotive Powertrain Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Drive Type, By Type, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 185 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球汽車動力傳動系統市場預計將從 2025 年的 8,836.4 億美元成長到 2031 年的 2,1,318.3 億美元,複合年成長率為 15.81%。

該市場涵蓋了產生動力並將其傳遞到道路所需的所有關鍵機械裝置,包括引擎、變速箱、傳動軸、差速器、車軸等部件。該行業的成長主要受嚴格的國際排放氣體法規的推動,這些法規強制要求採用低碳技術,同時消費者對燃油效率的需求也在不斷成長,迫使製造商加快從傳統內燃機向混合動力和電動驅動系統的轉型。

市場概覽
預測期 2027-2031
市場規模:2025年 8836.4億美元
市場規模:2031年 2,131,830 萬美元
複合年成長率:2026-2031年 15.81%
成長最快的細分市場 柴油引擎
最大的市場 北美洲

然而,新能源汽車產業面臨許多挑戰,例如電氣化零件的高成本以及不穩定的原料供應鏈威脅著生產的穩定性。根據中國汽車工業協會的數據,2024年新能源汽車銷量將達到1,287萬輛,佔中國汽車總銷量的40.9%。雖然這項數據顯示動力傳動系統正在大規模多元化發展,但該市場仍需克服複雜的基礎設施和成本壁壘,以確保在全球範圍內實現永續成長。

市場促進因素

嚴格的全球排放標準和碳中和目標的實施正在從根本上改變全球汽車動力傳動系統系統。各國政府正在實施嚴格的排放法規,迫使製造商重新設計動力系統,並逐步淘汰車隊中傳統的內燃機,以符合法規要求並避免處罰。例如,根據美國環保署 (EPA) 於 2025 年 1 月發布的《2024 年車輛趨勢報告》,2023 年推出的新型輕型車輛的平均二氧化碳排放創歷史新低,僅為每英里 319 克。這項成就主要歸功於電氣化技術的日益普及。

同時,電動和混合動力系統正迅速被市場接受,其中混合動力汽車(HEV)由於消費者對燃油效率的需求,佔據了相當大的商業性佔有率。 2025年11月,歐洲汽車製造商協會(ACEA)報告稱,註冊的混合動力汽車佔歐盟市場佔有率的34.6%。為了支持這項轉型,主要汽車製造商(OEM)正在投資擴大其電氣化零件的生產能力。例如,豐田汽車北美公司於2025年11月宣布,將投資9.12億美元升級在美國的五家工廠,以提高混合動力車的組裝。

市場挑戰

全球汽車動力傳動系統市場的擴張正受到電氣化零件高昂製造成本和原物料供應鏈不穩定的嚴重限制。隨著製造商尋求擴大混合動力和電動系統的產能,鋰和鎳等關鍵礦物價格的上漲正大幅壓縮其營運利潤率,而難以預測的供應鏈中斷則使其無法維持滿足全球需求所需的穩定產量。這些因素為汽車供應商帶來了巨大的融資挑戰,常常迫使他們推遲關鍵的研發計劃並裁員。

這種財務不穩定在近期的行業績效指標中得到了清楚的體現。歐洲汽車供應商協會(CLEPA)在2024年發布的報告顯示,約68%的汽車供應商預計利潤率將持續走低,38%的供應商預計將因持續的壓力而實現盈虧平衡或虧損。這種財務脆弱性直接阻礙了市場成長,因為它限制了可用於創新的資金,從而減緩了整個產業從內燃機轉向先進電氣化架構的轉型。

市場趨勢

氫燃料電池動力系統的發展勢頭強勁,成為電池式電動車架構的可行替代方案,尤其是在需要長續航里程或快速加氫的應用場景中。製造商正在調整其動力系統策略,將氫能技術融入其中,以緩解大型車型中笨重電池組帶來的限制。各大汽車製造商致力於燃料電池的長期商業化,充分體現了這項策略轉變。例如,BMW集團於2024年9月宣布計畫於2028年推出首款量產氫燃料電池電動車(FCEV),這標誌著整個產業正朝著多元化的零排放解決方案邁出重要一步。

同時,市場上對「整合式電驅動橋單元」的需求日益成長,這種單元將馬達、變速箱和電力電子設備整合到緊湊的模組化組件中。無磁鐵技術的引入進一步推動了這一趨勢,該技術在提高系統效率的同時,也降低了對不穩定的稀土供應網路的依賴。 2024年10月,馬勒和法雷奧共同開發契約了該領域的一項重要進展。兩家公司正在開發一種新型無磁鐵電驅動橋系統,該系統峰值功率輸出可達220千瓦至350千瓦,並有望比永磁系統減少40%以上的碳排放。

目錄

第1章概述

第2章調查方法

第3章執行摘要

第4章:客戶評價

第5章 全球汽車動力傳動系統市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 依車輛類型(乘用車、輕型商用車、重型商用車)
    • 按驅動類型(前輪驅動動力傳動系統、後輪驅動(RWD)動力傳動系統、全輪驅動(AWD)動力傳動系統)
    • 按類型(汽油/柴油)
    • 按地區
    • 按公司(2025 年)
  • 市場地圖

第6章 北美汽車動力傳動系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 北美洲:國家分析
    • 美國
    • 加拿大
    • 墨西哥

第7章:歐洲汽車動力傳動系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 歐洲:國家分析
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙

第8章 亞太地區汽車動力傳動系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 亞太地區:國家分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章:中東與非洲汽車動力傳動系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東和非洲:國家分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章:南美洲汽車動力傳動系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 南美洲:國家分析
    • 巴西
    • 哥倫比亞
    • 阿根廷

第11章 市場動態

  • 促進要素
  • 任務

第12章 市場趨勢與發展

  • 併購
  • 產品發布
  • 最新進展

第13章 全球汽車動力傳動系統市場:SWOT分析

第14章:波特五力分析

  • 產業競爭
  • 新進入者的可能性
  • 供應商電力
  • 顧客權力
  • 替代品的威脅

第15章 競爭格局

  • Robert Bosch GmbH
  • ZF Friedrichshafen AG
  • Continental AG
  • Magna International Inc
  • Aisin Seiki Co Ltd
  • BorgWarner Inc
  • Schaeffler AG
  • Valeo SA
  • Denso Corporation
  • Hyundai Motor Group

第16章 策略建議

第17章:關於研究公司及免責聲明

簡介目錄
Product Code: 2424

The Global Automotive Powertrain Market is projected to expand from USD 883.64 Billion in 2025 to USD 2131.83 Billion by 2031, reflecting a compound annual growth rate of 15.81%. This market covers the essential mechanical assemblies required to generate and transfer power to the road surface, comprising components such as engines, transmissions, drive shafts, differentials, and axles. The sector's growth is primarily fueled by strict international emission regulations that mandate low-carbon technologies and a growing consumer demand for fuel efficiency, forcing manufacturers to expedite the shift from traditional internal combustion engines toward hybrid and electric propulsion systems.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 883.64 Billion
Market Size 2031USD 2131.83 Billion
CAGR 2026-203115.81%
Fastest Growing SegmentDiesel
Largest MarketNorth America

However, the industry faces substantial obstacles related to the high production costs of electrified parts and unstable raw material supply chains that threaten manufacturing consistency. Data from the China Association of Automobile Manufacturers indicates that sales of new energy vehicles reached 12.87 million units in 2024, accounting for 40.9 percent of total vehicle sales in that region. While this statistic highlights the massive scale of powertrain diversification, the market must still navigate complex infrastructure and cost barriers to ensure sustainable expansion on a global level.

Market Driver

The enforcement of rigorous global emission standards and carbon neutrality goals is fundamentally transforming the Global Automotive Powertrain Market. Governments are imposing strict exhaust regulations, compelling manufacturers to redesign propulsion systems and move away from conventional internal combustion engines to ensure fleet-wide compliance and avoid penalties. For example, the U.S. Environmental Protection Agency's '2024 Automotive Trends Report', released in January 2025, noted that the new light-duty vehicle fleet achieved a record low average CO2 emission rate of 319 grams per mile in 2023, a result largely attributed to the increased integration of electrification technologies.

Simultaneously, the market is experiencing a rapid adoption of electric and hybrid powertrain architectures, marking a dominant commercial trend where hybrid-electric vehicles (HEVs) are securing significant market share due to consumer efficiency demands. In November 2025, the European Automobile Manufacturers' Association reported that hybrid-electric car registrations comprised 34.6 percent of the EU market share. To support this transition, major OEMs are directing capital into expanding manufacturing capabilities for electrified components; for instance, Toyota Motor North America announced a 912 million USD investment in November 2025 to upgrade five U.S. plants specifically to increase hybrid-electric vehicle assembly.

Market Challenge

The expansion of the Global Automotive Powertrain Market is significantly hindered by the high manufacturing costs associated with electrified components and the volatility of raw material supply chains. As manufacturers attempt to scale up production of hybrid and electric systems, the elevated prices of critical minerals like lithium and nickel severely compress operating margins, while unpredictable supply chain disruptions prevent companies from maintaining the consistent output needed to meet global demand. These factors create severe liquidity challenges for automotive suppliers, often forcing them to delay essential research and development projects or reduce workforce capacity.

This financial instability is clearly reflected in recent industry performance metrics. In 2024, the European Association of Automotive Suppliers (CLEPA) reported that approximately 68 percent of automotive suppliers expected consistently low profit margins, while 38 percent anticipated operating at break-even levels or incurring losses due to these sustained operational pressures. Such financial fragility directly hampers market growth by limiting the capital available for innovation, thereby slowing the industry-wide transition from internal combustion engines to advanced electrified architectures.

Market Trends

The development of Hydrogen Fuel Cell Propulsion Systems is gaining momentum as a practical alternative to battery-electric architectures, particularly for applications requiring extended range and rapid refueling. Manufacturers are diversifying their propulsion strategies to incorporate hydrogen technologies, aiming to mitigate the limitations associated with heavy battery packs in larger vehicle segments. This strategic shift is evidenced by major automotive players committing to long-term fuel cell commercialization; for instance, the BMW Group confirmed in September 2024 plans to launch its first series-production hydrogen fuel cell electric vehicle (FCEV) in 2028, underscoring a significant industry pivot towards diversified zero-emission solutions.

Concurrently, the market is witnessing the widespread implementation of Integrated e-Axle Drive Units, where electric motors, transmissions, and power electronics are consolidated into compact, modular assemblies. This trend is further evolving with the introduction of magnet-free technologies designed to reduce reliance on volatile rare earth supply chains while enhancing system efficiency. A key advancement in this area occurred in October 2024, when MAHLE and Valeo announced a joint development agreement for a new magnet-free electric axle system capable of delivering peak power between 220 kW and 350 kW, aiming to lower the carbon footprint by over 40 percent compared to permanent magnet equivalents.

Key Market Players

  • Robert Bosch GmbH
  • ZF Friedrichshafen AG
  • Continental AG
  • Magna International Inc
  • Aisin Seiki Co Ltd
  • BorgWarner Inc
  • Schaeffler AG
  • Valeo SA
  • Denso Corporation
  • Hyundai Motor Group

Report Scope

In this report, the Global Automotive Powertrain Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Automotive Powertrain Market, By Vehicle Type

  • Passenger Cars
  • Light Commercial Vehicles
  • Heavy Commercial Vehicles

Automotive Powertrain Market, By Drive Type

  • Front-Wheel Drive Powertrain
  • Rear-Wheel Drive (Rwd) Powertrain
  • All-Wheel Drive (Awd) Powertrain

Automotive Powertrain Market, By Type

  • Gasoline
  • Diesel

Automotive Powertrain Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Automotive Powertrain Market.

Available Customizations:

Global Automotive Powertrain 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:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Automotive Powertrain Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Vehicle Type (Passenger Cars, Light Commercial Vehicles and Heavy Commercial Vehicles)
    • 5.2.2. By Drive Type (Front-Wheel Drive Powertrain, Rear-Wheel Drive (Rwd) Powertrain and All-Wheel Drive (Awd) Powertrain)
    • 5.2.3. By Type (Gasoline and Diesel)
    • 5.2.4. By Region
    • 5.2.5. By Company (2025)
  • 5.3. Market Map

6. North America Automotive Powertrain Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Vehicle Type
    • 6.2.2. By Drive Type
    • 6.2.3. By Type
    • 6.2.4. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Automotive Powertrain Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Vehicle Type
        • 6.3.1.2.2. By Drive Type
        • 6.3.1.2.3. By Type
    • 6.3.2. Canada Automotive Powertrain Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Vehicle Type
        • 6.3.2.2.2. By Drive Type
        • 6.3.2.2.3. By Type
    • 6.3.3. Mexico Automotive Powertrain Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Vehicle Type
        • 6.3.3.2.2. By Drive Type
        • 6.3.3.2.3. By Type

7. Europe Automotive Powertrain Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Vehicle Type
    • 7.2.2. By Drive Type
    • 7.2.3. By Type
    • 7.2.4. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Automotive Powertrain Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Vehicle Type
        • 7.3.1.2.2. By Drive Type
        • 7.3.1.2.3. By Type
    • 7.3.2. France Automotive Powertrain Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Vehicle Type
        • 7.3.2.2.2. By Drive Type
        • 7.3.2.2.3. By Type
    • 7.3.3. United Kingdom Automotive Powertrain Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Vehicle Type
        • 7.3.3.2.2. By Drive Type
        • 7.3.3.2.3. By Type
    • 7.3.4. Italy Automotive Powertrain Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Vehicle Type
        • 7.3.4.2.2. By Drive Type
        • 7.3.4.2.3. By Type
    • 7.3.5. Spain Automotive Powertrain Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Vehicle Type
        • 7.3.5.2.2. By Drive Type
        • 7.3.5.2.3. By Type

8. Asia Pacific Automotive Powertrain Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Vehicle Type
    • 8.2.2. By Drive Type
    • 8.2.3. By Type
    • 8.2.4. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Automotive Powertrain Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Vehicle Type
        • 8.3.1.2.2. By Drive Type
        • 8.3.1.2.3. By Type
    • 8.3.2. India Automotive Powertrain Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Vehicle Type
        • 8.3.2.2.2. By Drive Type
        • 8.3.2.2.3. By Type
    • 8.3.3. Japan Automotive Powertrain Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Vehicle Type
        • 8.3.3.2.2. By Drive Type
        • 8.3.3.2.3. By Type
    • 8.3.4. South Korea Automotive Powertrain Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Vehicle Type
        • 8.3.4.2.2. By Drive Type
        • 8.3.4.2.3. By Type
    • 8.3.5. Australia Automotive Powertrain Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Vehicle Type
        • 8.3.5.2.2. By Drive Type
        • 8.3.5.2.3. By Type

9. Middle East & Africa Automotive Powertrain Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Vehicle Type
    • 9.2.2. By Drive Type
    • 9.2.3. By Type
    • 9.2.4. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Automotive Powertrain Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Vehicle Type
        • 9.3.1.2.2. By Drive Type
        • 9.3.1.2.3. By Type
    • 9.3.2. UAE Automotive Powertrain Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Vehicle Type
        • 9.3.2.2.2. By Drive Type
        • 9.3.2.2.3. By Type
    • 9.3.3. South Africa Automotive Powertrain Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Vehicle Type
        • 9.3.3.2.2. By Drive Type
        • 9.3.3.2.3. By Type

10. South America Automotive Powertrain Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Vehicle Type
    • 10.2.2. By Drive Type
    • 10.2.3. By Type
    • 10.2.4. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Automotive Powertrain Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Vehicle Type
        • 10.3.1.2.2. By Drive Type
        • 10.3.1.2.3. By Type
    • 10.3.2. Colombia Automotive Powertrain Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Vehicle Type
        • 10.3.2.2.2. By Drive Type
        • 10.3.2.2.3. By Type
    • 10.3.3. Argentina Automotive Powertrain Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Vehicle Type
        • 10.3.3.2.2. By Drive Type
        • 10.3.3.2.3. By Type

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Automotive Powertrain Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Robert Bosch GmbH
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. ZF Friedrichshafen AG
  • 15.3. Continental AG
  • 15.4. Magna International Inc
  • 15.5. Aisin Seiki Co Ltd
  • 15.6. BorgWarner Inc
  • 15.7. Schaeffler AG
  • 15.8. Valeo SA
  • 15.9. Denso Corporation
  • 15.10. Hyundai Motor Group

16. Strategic Recommendations

17. About Us & Disclaimer