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市場調查報告書
商品編碼
1938605
電動二輪車零件市場-全球產業規模、佔有率、趨勢、機會及預測(按車輛類型、需求類別、零件類型、地區和競爭格局分類,2021-2031年)Electric Two-Wheeler Components Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Vehicle Type, By Demand Category, By Component Type, By Region & Competition, and By Competition, 2021-2031F |
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全球電動二輪車零件市場預計將從 2025 年的 451.2 億美元成長到 2031 年的 722.4 億美元,複合年成長率為 8.16%。
該細分市場涵蓋了電池驅動摩托車和Scooter運作所必需的電氣和機械子系統,包括控制器、牽引馬達、電池管理系統和充電單元。該市場的成長主要得益於政府嚴格的排放法規,這些法規鼓勵逐步淘汰內燃機,以及都市化中對高效、低排放個人交通工具日益成長的需求。這些監管和經濟因素確保了對輕量化結構件和專用電動動力傳動系統總成的穩定需求,從而推動了該行業的擴張,使其不受消費技術趨勢的影響。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 451.2億美元 |
| 市場規模:2031年 | 722.4億美元 |
| 複合年成長率:2026-2031年 | 8.16% |
| 成長最快的細分市場 | 摩托車 |
| 最大的市場 | 亞太地區 |
然而,由於主要製造地需求波動,市場面臨許多障礙,導致全球供應鏈缺乏可預測性。這種波動對零件供應商的庫存管理和長期生產計畫帶來了巨大挑戰。例如,中國摩托車商會的數據顯示,預計2024年,電動摩托車的產量將達到約340萬輛。這項數據凸顯了持續的監管變化和市場調整對整車製造商(OEM)零件需求量的影響。
政府優惠補貼和政策的實施是推動電動二輪車零件市場發展的關鍵因素,有效縮小了電動車和內燃機車型之間的價格差距。這些財政獎勵正在加速馬達、控制器和線束等關鍵零件的採購,製造商正擴大生產規模以滿足補貼後的需求。此外,許多方案都要求在國內進行增值,迫使供應商實現在地化生產才能獲得財政誘因。正如印度新聞資訊局在2024年9月發布的題為「內閣核准PM E-DRIVE計畫」的聲明中所述,印度政府已撥款367.9億盧比,用於支持248萬輛電動二輪車的推廣,從而保障了傳動系統和電子零件製造商未來的訂單。
第二個關鍵促進因素是電池技術的進步和電池組成本的下降,這從根本上改變了整體擁有成本,並擴大了供應商的目標市場。隨著電芯化學技術向更經濟實惠的鈉離子電池和磷酸鋰鐵(LFP)解決方案發展,電池成本的降低使得整車製造商(OEM)能夠投資於更先進的電力電子和電池管理系統。根據CnEVPost 2024年2月發表的報導,主要製造商的目標是將電芯成本降至每瓦時0.3元人民幣,這將顯著降低零件成本。成本的降低正在推動價格敏感地區的銷售成長,印度汽車經銷商聯合會報告稱,2024會計年度印度電動二輪車的零售將達到約94.7萬輛。
主要製造地的需求波動是全球電動二輪車零件市場成長的一大障礙。這種不確定性導致整個供應鏈效率低下,零件製造商難以準確預測生產需求。由於訂單量不穩定,供應商被迫維持保守的庫存水準以避免滯銷庫存,而這種做法佔用了營運資金並降低了利潤率。因此,企業不願進行推動產業發展所需的長期設備改造與研發。
這種不穩定性在近期全球最大市場的表現指標中顯露無疑:根據中國摩托車工業協會的數據顯示,2024年電動摩托車銷量將年減約28%。這一顯著下滑表明市場需求不穩定,削弱了零件行業持續投資所需的信心,並直接阻礙了全球市場的擴張步伐。
高性能車型向中置馬達的轉變正在從根本上重塑動力傳動系統產業。這主要是由於消費者對踏板車的偏好,與入門級輪轂式馬達車型相比,Scooter擁有更優異的溫度控管和爬坡能力。這種轉變需要複雜的皮帶、滑輪和後搖臂安裝單元的組裝,從而將價值創造的重心從簡單的輪轂整合馬達轉移到複雜的傳動系統。採用這些動力傳動系統的高階車型銷售快速成長,證明了這一趨勢的商業性可行性。例如,Hero MotoCorp在2025年4月發布的新聞稿《Hero MotoCorp在2025會計年度鞏固市場領導地位》中指出,其電動車銷量較上年度成長了200%,並將這一成功主要歸功於其高性能VIDA平台。
同時,物聯網賦能的智慧電池管理系統(BMS)的普及,正將組件架構從以硬體為中心的模式轉變為以軟體定義的價值鏈。製造商正擴大將先進的微處理器和遠端資訊處理單元直接整合到電池組中,以實現即時健康監測、預測性熱平衡控制和空中韌體更新。這種對智慧能源管理的關注,迫使原始設備製造商(OEM)在軟體工程和電子架構方面投入大量資金。根據Ather Energy Limited於2025年4月提交的招股說明書摘要,該公司已撥款75億印度盧比用於研發,這凸顯了整個行業正朝著開發能夠使組件脫穎而出的獨特智慧系統的方向轉變。
The Global Electric Two-Wheeler Components Market is projected to expand from USD 45.12 Billion in 2025 to USD 72.24 Billion by 2031, reflecting a CAGR of 8.16%. This sector encompasses the critical electrical and mechanical subsystems necessary for operating battery-powered motorcycles and scooters, including controllers, traction motors, battery management systems, and charging units. Growth in this market is fundamentally supported by strict government emission regulations that encourage the shift away from internal combustion engines, alongside rising urbanization that demands efficient, low-emission personal mobility options. These regulatory and economic drivers ensure a consistent demand for lightweight structural parts and specialized electric powertrains, fostering industry expansion independent of consumer technology trends.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 45.12 Billion |
| Market Size 2031 | USD 72.24 Billion |
| CAGR 2026-2031 | 8.16% |
| Fastest Growing Segment | Motorcycle |
| Largest Market | Asia Pacific |
However, the market faces a substantial obstacle due to demand volatility in key manufacturing hubs, which introduces unpredictability into the global supply chain. This fluctuation creates significant difficulties for component suppliers regarding inventory management and long-term production planning. For instance, data from the China Chamber of Commerce for Motorcycles indicates that the production of electric motorcycles stood at roughly 3.4 million units in 2024, a statistic that underscores the ongoing regulatory shifts and market adjustments that directly impact the volume of components required by original equipment manufacturers.
Market Driver
The implementation of favorable government subsidies and policies acts as a primary catalyst for the electric two-wheeler components market, effectively bridging the price gap between electric vehicles and internal combustion engine models. These financial incentives accelerate the procurement of essential parts like motors, controllers, and wiring harnesses as manufacturers scale up production to meet subsidized demand. Additionally, many schemes mandate domestic value addition, compelling suppliers to localize manufacturing to qualify for fiscal benefits. As noted by the Press Information Bureau in September 2024 regarding the 'Cabinet approves PM E-DRIVE Scheme,' the Government of India has allocated INR 3,679 crore to support the deployment of 2.48 million electric two-wheelers, thereby securing future order volumes for drivetrain and electronic component manufacturers.
A second critical driver is the advancement of battery technology and declining pack costs, which fundamentally alters total ownership costs and expands the addressable market for suppliers. As cell chemistry evolves toward more affordable Sodium-ion and Lithium Iron Phosphate (LFP) solutions, the reduction in battery expenses allows OEMs to invest in superior power electronics and battery management systems. According to a February 2024 CnEVPost article titled 'CATL, BYD pushing battery costs down,' major manufacturers are targeting cell costs as low as RMB 0.3 per watt-hour, significantly lowering the bill of materials. This cost reduction supports volume growth in price-sensitive regions, evidenced by the Federation of Automobile Dealers Associations reporting retail sales of approximately 947,000 electric two-wheelers in India for the 2024 fiscal year.
Market Challenge
Demand volatility within major manufacturing hubs presents a formidable barrier to the growth of the Global Electric Two-Wheeler Components Market. This unpredictability causes severe inefficiencies throughout the supply chain, making it difficult for component manufacturers to accurately forecast production requirements. The absence of stable order volumes forces suppliers to maintain conservative inventory levels to avoid dead stock, a practice that ties up working capital and erodes profit margins. Consequently, companies are often hesitant to commit to the long-term facility upgrades and research initiatives necessary to advance the industry.
The severity of this instability is highlighted by recent performance metrics from the world's largest market. Data from the China Chamber of Commerce for Motorcycles reveals that sales of electric motorcycles in 2024 experienced a year-on-year decline of approximately 28%. This significant contraction illustrates the erratic nature of market demand, which undermines the confidence required for sustained investment in the component sector and directly hampers the pace of global market expansion.
Market Trends
The transition toward mid-drive motors for high-performance models is fundamentally reshaping the drivetrain segment, driven by consumer preference for scooters that offer superior thermal management and gradeability compared to entry-level hub motor variants. This shift requires a complex assembly of belts, pulleys, and swing-arm mounted units, migrating value generation from simple wheel-integrated motors to sophisticated transmission systems. The commercial viability of this trend is confirmed by the rapid growth of premium vehicle sales utilizing these powertrains; for example, Hero MotoCorp's April 2025 press release, 'Hero MotoCorp Fortifies Market Leadership in Financial Year 2025,' reported a 200% surge in electric vehicle sales over the previous fiscal year, largely attributed to the success of its high-performance VIDA platform.
Simultaneously, the adoption of IoT-enabled smart battery management systems (BMS) is transforming the component landscape from a hardware-centric model to a software-defined value chain. Manufacturers are increasingly embedding advanced microprocessors and telematics units directly into battery packs to enable real-time state-of-health monitoring, predictive thermal balancing, and over-the-air firmware updates. This emphasis on intelligent energy management has compelled OEMs to direct substantial capital toward software engineering and electronic architecture. According to Ather Energy Limited's 'Abridged Prospectus' filed in April 2025, the firm allocated INR 750 crore to research and development, underscoring the industry-wide pivot toward developing proprietary intelligent systems that differentiate component capabilities.
Report Scope
In this report, the Global Electric Two-Wheeler 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 Two-Wheeler Components Market.
Global Electric Two-Wheeler 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: