電動牽引馬達市場 - 全球產業規模、佔有率、趨勢、機會及預測（按類型、功率、應用、地區和競爭格局分類，2021-2031年）

全球電動牽引馬達市場預計將從 2025 年的 211.8 億美元成長到 2031 年的 438.2 億美元，複合年成長率達到 12.88%。

這些將電能轉化為機械扭矩的電子機械裝置，對於電動車、火車和工業機械的推進至關重要。市場成長的主要驅動力是各國政府日益嚴格的排放標準以及全球向永續交通的轉型，從而催生了對高效推進技術的強勁需求。這種需求在主要市場尤為明顯；例如，中國汽車工業協會（CAAM）報告稱，到2024年，中國新能源汽車銷量將達到1287萬輛，凸顯了這些零件在汽車行業的重要作用。

然而，原料供應鏈的不穩定性對市場成長構成重大障礙。對稀土元素（尤其是永磁馬達所需的稀土金屬）的高度依賴，使製造商面臨生產成本波動和潛在供不應求。這些供應鏈脆弱性造成了財務風險，並威脅到該行業有效擴大生產規模以滿足不斷成長的全球需求並保持價格競爭力的能力。

市場促進因素

全球對電動和混合動力汽車日益成長的需求正成為全球電動牽引馬達市場的主要驅動力，從根本上重塑汽車供應鏈。隨著汽車製造商加快響應脫碳指令並向全電動產品組合轉型，乘用車和商用車領域對高效能動力系統的需求正在迅速成長。國際能源總署（IEA）於2024年4月發布的《2024年全球電動車展望》預測，到2024年，全球電動車銷量將達到約1,700萬輛，佔20%的市場佔有率。這股電氣化浪潮也正擴展到物流業，為重型馬達提供了新的成長機會。特別是，根據歐洲汽車製造商協會（ACEA）的一份報告，2024年上半年歐盟註冊的純電動卡車數量增加了51.6%。

同時，鐵路電氣化計劃和地鐵系統的擴建是關鍵促進因素，需要先進的馬達來實現永續的公共交通。世界各國政府正優先推進鐵路網的脫碳，以柴油機車，而電力火車頭需要動力強勁且可靠的牽引馬達。開發中國家雄心勃勃的現代化目標也凸顯了這項基礎建設的推進。例如，2024年11月，印度鐵路部宣布，全國鐵路網累計電氣化里程已達64,285公里，覆蓋了近97%的寬軌鐵路網。此類大規模電氣化計畫確保了對鐵路馬達的長期穩定需求，並使製造商免受汽車消費市場波動的影響。

市場挑戰

原料供應鏈，尤其是稀土元素鏈的不穩定性，對全球電動牽引馬達市場的成長構成重大阻礙。永磁同步馬達因其高功率密度而備受電動車青睞，但其運行高度依賴釹、鏑等元素。這些有限資源的定價波動和供應不穩定，使得製造商難以穩定生產成本。當供應鏈中斷或價格飆升時，製造商往往必須承擔更高的營運成本，而這會波及整個價值鏈，最終推高電動車的最終成本，使其在與內燃機汽車的競爭中處於劣勢。

供應不穩定直接阻礙了產業的擴張能力。根據國際能源總署（IEA）發布的《2024年全球關鍵礦產展望》，稀土元素和其他關鍵礦產的需求正以每年高達15%的速度成長，令現有產能捉襟見肘。需求激增加上供應不確定性，為電機供應商帶來了巨大的財務風險，抑制了資本投資，並延緩了實現全球電氣化目標所需的大規模生產進程。

市場趨勢

多合一電子橋牽引系統的應用，透過將牽引馬達、逆變器、變速箱和輔助部件整合到一個緊湊的單元中，從根本上改變了動力系統的設計。這種整合縮小了動力傳動系統的物理尺寸和整體重量，同時減少了對複雜高壓線路的需求，降低了製造成本，並最佳化了重量，從而提高了車輛的續航里程。製造商正迅速從基本的3合1單元發展到複雜的8合1和12合1拓撲結構，以最大限度地提高功率密度。鑑於系統的快速擴展，博格華納在其2024年2月發布的「2023會計年度業績」中預測，到2024年，其電子產品銷售額將達到25億至28億美元。

同時，消費者對超快充電和更高能源效率的需求正推動著向高壓800V馬達架構的加速轉型。透過將工作電壓提高到傳統400V系統的兩倍，這種架構顯著降低了電流，從而可以使用更細的定子繞組和更輕的線束，減少電阻造成的銅損。這種轉型通常與碳化矽逆變器配合使用，以應對更高的熱負載和開關頻率。小鵬汽車2025年1月發布的季度報告顯示，其汽車交付量創下91,507輛的紀錄，這主要得益於其基於SEPA 2.0 800V高壓碳化矽平台的產品陣容，也印證了這項技術的市場成功。

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 全球電動牽引馬達市場展望

• 市場規模及預測
  • 按金額
• 市佔率及預測
  • 依類型（交流電、直流電）
  • 依額定輸出功率（小於 200kW、200-400kW、400kW 或以上）
  • 依應用領域（鐵路、電動車、工業機械等）
  • 按地區
  • 按公司（2025 年）
• 市場地圖

第6章 北美電動牽引馬達市場展望

• 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：歐洲電動牽引馬達市場展望

• 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 亞太地區電動牽引馬達市場展望

• 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：中東和非洲電力牽引馬達市場展望

• 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：南美洲電動牽引馬達市場展望

• 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 全球電動牽引馬達市場：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

• ABB Ltd.
• Siemens AG
• General Electric Company
• Kirloskar Electric Company Ltd.
• CG Power and Industrial Solutions Ltd.
• CRRC Corporation Limited
• Alstom SA
• Toshiba Corporation
• Skoda Transportation AS
• Robert Bosch GmbH

第16章 策略建議

第17章：關於研究公司及免責聲明

The Global Electric Traction Motor Market is projected to expand from USD 21.18 Billion in 2025 to USD 43.82 Billion by 2031, achieving a CAGR of 12.88%. These electromechanical devices, which convert electrical energy into mechanical torque, are essential for propelling electric vehicles, railways, and industrial machinery. The market's growth is primarily supported by strict government emission standards and a worldwide shift toward sustainable mobility, creating a strong need for efficient propulsion technologies. This demand is evident in major markets; for instance, the China Association of Automobile Manufacturers reported that new energy vehicle sales in China hit 12.87 million units in 2024, highlighting the critical role of these components in the automotive sector.

However, the volatility of raw material supply chains poses a significant barrier to market growth, particularly regarding the rare earth metals needed for permanent magnet motors. Reliance on these specific resources exposes manufacturers to fluctuating production costs and potential supply shortages. These supply chain vulnerabilities create financial risks and threaten the industry's ability to scale production effectively to meet rising global demand while remaining price-competitive.

Market Driver

The escalating global demand for electric and hybrid vehicles serves as the primary catalyst for the Global Electric Traction Motor Market, fundamentally reshaping automotive supply chains. As OEMs expedite their shift toward all-electric portfolios to comply with decarbonization mandates, the need for high-efficiency propulsion systems has surged across both passenger and commercial sectors. In its 'Global EV Outlook 2024' released in April 2024, the International Energy Agency (IEA) projected that global electric car sales would reach approximately 17 million units in 2024, capturing a 20% market share. This electrification wave is also expanding into the logistics industry, offering a new avenue for growth in heavy-duty motors; notably, the European Automobile Manufacturers' Association (ACEA) reported a 51.6% increase in electrically chargeable lorry registrations in the EU during the first half of 2024.

concurrently, the expansion of railway electrification projects and metro transit systems acts as a crucial driver, requiring advanced motors for sustainable mass transit. Governments globally are prioritizing the decarbonization of rail networks by replacing diesel locomotives with electric counterparts that depend on powerful, reliable traction motors. This infrastructure push is highlighted by ambitious modernization goals in developing economies; for example, the Ministry of Railways, Government of India, announced in November 2024 that the national network had achieved cumulative electrification of 64,285 route kilometers, covering nearly 97% of its broad gauge network. Such extensive electrification initiatives ensure consistent, long-term demand for railway-grade motors, shielding manufacturers from the fluctuations of the consumer automotive market.

Market Challenge

The instability of raw material supply chains, especially regarding rare earth metals, represents a formidable obstacle to the growth of the Global Electric Traction Motor Market. Permanent magnet synchronous motors, which are favored for electric vehicles due to their high power density, rely heavily on specific elements like neodymium and dysprosium. The erratic pricing and inconsistent availability of these finite resources make it difficult for manufacturers to stabilize production costs. When supply chains fracture or prices surge, manufacturers often face increased operational expenses that are passed down the value chain, inflating the final cost of electric vehicles and diminishing their competitiveness against internal combustion engine alternatives.

This supply insecurity directly hampers the industry's capacity to scale operations. According to the International Energy Agency's 'Global Critical Minerals Outlook 2024,' the demand for rare earth elements and other critical minerals rose by up to 15% in the previous year, straining existing production capabilities. This intensifying demand, combined with supply unpredictability, creates substantial financial risks for motor suppliers, causing hesitation in capital investment and delaying the mass production necessary to achieve global electrification targets.

Market Trends

The adoption of Multi-in-One E-Axle Drive Systems is fundamentally transforming propulsion design by integrating the traction motor, inverter, gearbox, and auxiliary components into a single, compact unit. This consolidation decreases the drivetrain's physical footprint and overall weight while reducing the need for complex high-voltage cabling, thereby lowering manufacturing costs and enhancing vehicle range through weight optimization. Manufacturers are increasingly advancing from basic 3-in-1 units to complex 8-in-1 or 12-in-1 topologies to maximize power density. Reflecting the rapid scaling of these systems, BorgWarner's 'Full Year 2023 Results' in February 2024 projected that its 2024 eProduct sales would range between $2.5 billion and $2.8 billion.

Simultaneously, the shift toward High-Voltage 800V Motor Architectures is accelerating to meet consumer demand for ultra-fast charging and superior energy efficiency. By doubling the operating voltage of legacy 400V systems, this architecture significantly lowers current flow, allowing for thinner stator windings and lighter wiring harnesses, which reduces resistive copper losses. This transition is often paired with silicon carbide inverters to manage higher thermal loads and switching frequencies. The market success of this technology was underscored by XPeng Inc. in January 2025, reporting a quarterly record of 91,507 vehicle deliveries, driven largely by its product lineup built on the SEPA 2.0 800V high-voltage silicon carbide platform.

Key Market Players

• ABB Ltd.
• Siemens AG
• General Electric Company
• Kirloskar Electric Company Ltd.
• CG Power and Industrial Solutions Ltd.
• CRRC Corporation Limited
• Alstom SA
• Toshiba Corporation
• Skoda Transportation AS
• Robert Bosch GmbH

Report Scope

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

Electric Traction Motor Market, By Type

• Alternating Current
• Direct Current

Electric Traction Motor Market, By Power Rating

• Below 200 kW
• 200 - 400 kW
• Above 400 kW

Electric Traction Motor Market, By Application

• Railway
• Electric Vehicle
• Industrial Machinery
• Others

Electric Traction Motor 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 Electric Traction Motor Market.

Available Customizations:

Global Electric Traction 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:

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 Electric Traction Motor Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Type (Alternating Current, Direct Current)
  • 5.2.2. By Power Rating (Below 200 kW, 200 - 400 kW, Above 400 kW)
  • 5.2.3. By Application (Railway, Electric Vehicle, Industrial Machinery, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Electric Traction Motor Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Type
  • 6.2.2. By Power Rating
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Electric Traction Motor 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 Type
      • 6.3.1.2.2. By Power Rating
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Electric Traction Motor 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 Type
      • 6.3.2.2.2. By Power Rating
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Electric Traction Motor 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 Type
      • 6.3.3.2.2. By Power Rating
      • 6.3.3.2.3. By Application

7. Europe Electric Traction Motor Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Type
  • 7.2.2. By Power Rating
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Electric Traction Motor 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 Type
      • 7.3.1.2.2. By Power Rating
      • 7.3.1.2.3. By Application
  • 7.3.2. France Electric Traction Motor 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 Type
      • 7.3.2.2.2. By Power Rating
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Electric Traction Motor 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 Type
      • 7.3.3.2.2. By Power Rating
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Electric Traction Motor 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 Type
      • 7.3.4.2.2. By Power Rating
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Electric Traction Motor 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 Type
      • 7.3.5.2.2. By Power Rating
      • 7.3.5.2.3. By Application

8. Asia Pacific Electric Traction Motor Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Type
  • 8.2.2. By Power Rating
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Electric Traction Motor 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 Type
      • 8.3.1.2.2. By Power Rating
      • 8.3.1.2.3. By Application
  • 8.3.2. India Electric Traction Motor 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 Type
      • 8.3.2.2.2. By Power Rating
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Electric Traction Motor 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 Type
      • 8.3.3.2.2. By Power Rating
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Electric Traction Motor 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 Type
      • 8.3.4.2.2. By Power Rating
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Electric Traction Motor 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 Type
      • 8.3.5.2.2. By Power Rating
      • 8.3.5.2.3. By Application

9. Middle East & Africa Electric Traction Motor Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Type
  • 9.2.2. By Power Rating
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Electric Traction Motor 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 Type
      • 9.3.1.2.2. By Power Rating
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Electric Traction Motor 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 Type
      • 9.3.2.2.2. By Power Rating
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Electric Traction Motor 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 Type
      • 9.3.3.2.2. By Power Rating
      • 9.3.3.2.3. By Application

10. South America Electric Traction Motor Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Type
  • 10.2.2. By Power Rating
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Electric Traction Motor 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 Type
      • 10.3.1.2.2. By Power Rating
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Electric Traction Motor 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 Type
      • 10.3.2.2.2. By Power Rating
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Electric Traction Motor 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 Type
      • 10.3.3.2.2. By Power Rating
      • 10.3.3.2.3. By Application

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 Electric Traction Motor 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. ABB Ltd.
  • 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. Siemens AG
• 15.3. General Electric Company
• 15.4. Kirloskar Electric Company Ltd.
• 15.5. CG Power and Industrial Solutions Ltd.
• 15.6. CRRC Corporation Limited
• 15.7. Alstom SA
• 15.8. Toshiba Corporation
• 15.9. Skoda Transportation AS
• 15.10. Robert Bosch GmbH

16. Strategic Recommendations

17. About Us & Disclaimer