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市場調查報告書
商品編碼
1943608
商用車凸輪軸市場 - 全球產業規模、佔有率、趨勢、機會及預測(按車輛類型、製造技術、燃料類型、地區和競爭格局分類,2021-2031年)Commercial Vehicle Camshaft Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Vehicle Type, By Manufacturing Technology, By Fuel Type, By Region & Competition, and By Competition, 2021-2031F |
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全球商用車凸輪軸市場預計將從 2025 年的 45.4 億美元成長到 2031 年的 70.8 億美元,複合年成長率為 7.69%。
作為內燃機中的關鍵機械部件,凸輪軸控制著進氣門和排氣門的特定正時和升程,從而確保引擎的最佳性能。市場成長的主要驅動力是貨運和物流服務需求的不斷成長,這反過來又催生了對可靠的重型商用車車隊的需求。同時,日益嚴格的國際排放氣體法規也迫使汽車製造商推出先進的凸輪軸解決方案,以提高燃燒穩定性和燃油效率。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 45.4億美元 |
| 市場規模:2031年 | 70.8億美元 |
| 複合年成長率:2026-2031年 | 7.69% |
| 成長最快的細分市場 | 低容量性狀 |
| 最大的市場 | 亞太地區 |
然而,全球向電動出行快速轉型為市場帶來了巨大阻力,因為電動出行不再需要傳統的動力傳動系統零件。隨著電動卡車普及率的提高,人們對內燃機的長期依賴正在減少,這種結構性不穩定性已反映在近期的行業指標中。例如,歐洲汽車製造商協會(ACEA)報告稱,2024年全球卡車產量將下降8.3%。這項降幅凸顯了在替代動力技術興起的背景下,傳統汽車製造業面臨的嚴峻挑戰。
建設活動的增加和基礎設施計劃的推進推動了對重型車輛的需求,尤其是在公共交通領域,這為零部件供應商創造了穩定的收入來源。隨著地方政府致力於交通系統的現代化改造以適應城市發展,公車的引進需要能夠承受高強度使用的耐用引擎總成。對公共交通的持續投入能夠緩衝整體市場低迷的影響,確保重型商用車領域對凸輪軸的基本需求。根據歐洲汽車製造商協會 (ACEA) 於 2025 年 10 月發布的《新商用車註冊:廂式貨車、卡車、巴士》報告,預計 2025 年前三個季度歐盟新巴士註冊量將成長 3.6%,這證實了儘管面臨經濟挑戰,該細分市場仍將保持成長勢頭。
同時,嚴格的排放氣體標準和燃油效率要求正在加速尖端凸輪軸技術的應用。這些法規並非徹底淘汰內燃機,而是推動商用車向混合動力轉型,混合動力商用車利用複雜的配氣正時技術來最佳化燃油燃燒並減少排放氣體。這一發展趨勢凸顯了精密凸輪軸在電動動力傳動系統中的重要性,歐洲汽車製造商協會(ACEA)2025年7月發布的一份報告證實了這一點,該報告顯示,當年上半年混合動力廂式貨車的註冊量成長了7.1%。此外,全球對傳統內燃機的依賴程度仍然很高。根據中國汽車工業協會2025年1月發布的數據,2024年中國傳統燃油汽車出口量成長23.5%,達到457萬輛。這凸顯了內燃機製造業永續的產業規模。
全球向電動出行的快速轉型對商用車凸輪軸產業構成核心威脅,因為它逐步減少了對內燃機零件的需求。與傳統的汽油和柴油引擎不同,電動卡車依靠電池驅動的電機,無需氣門機構或凸輪軸。隨著整車製造商將資本投資轉向電動動力傳動系統技術的研發,機械引擎零件的整體市場規模必然萎縮,這給傳統供應商帶來了挑戰,即使整個物流行業都在成長,他們也面臨訂單量下降的困境。
傳統汽車製造業的萎縮已經對關鍵產業指標產生影響,預示著動力傳動系統相關零件的需求疲軟。中國汽車工業協會的數據預測,到2024年,商用車年產量將下降5.8%,至380.5萬輛。作為全球最大的製造地,中國製造業的放緩表明,從傳統動力系統向新型動力系統的轉型正在直接影響凸輪軸的採購,迫使整個行業適應結構性產量下降的需求。
隨著汽車製造商 (OEM) 致力於輕量化,中空軸技術的廣泛應用正在重新定義製造方法。與實心鑄鐵零件不同,這些組合式凸輪軸採用模組化結構,在保持結構強度的同時降低了旋轉質量。這種轉變使得高抗張強度鋼的應用成為可能,同時也降低了材料密度。近期採購數據也印證了這個商業性趨勢。例如,蒂森克虜伯汽車技術公司在2024年7月發布的新聞稿中確認,其位於開姆尼茨的工廠已簽訂一份價值數百萬歐元的契約,每年供應20萬個高效傳動系統部件,這表明先進軸設計的應用正在不斷擴展。
同時,為了滿足溫度控管需求,重型柴油引擎擴大採用可變氣門正時(VVT)技術。這些系統能夠主動調節氣門升程,從而實現氣缸關閉,並在低負荷工況下保持後處理系統所需的理想排氣溫度。這項技術降低了泵氣損失,提高了動態效率,並在實際物流環境中展現出顯著的營運效益。根據《柴油網路》(Diesel Net)雜誌2024年7月刊的報導,對配備氣缸關閉技術的重型卡車進行標準化公路測試,結果顯示其燃油消耗量降低了2.76%,凸顯了該技術帶來的經濟效益,也支持了該技術的推廣應用。
The Global Commercial Vehicle Camshaft Market is projected to expand from USD 4.54 Billion in 2025 to USD 7.08 Billion by 2031, reflecting a CAGR of 7.69%. As a critical mechanical element within internal combustion engines, the camshaft regulates the specific timing and lift of intake and exhaust valves to guarantee peak engine functionality. This market growth is chiefly bolstered by the rising need for freight transport and logistics services, which creates a demand for dependable heavy commercial fleets, while strict international emission standards force original equipment manufacturers to implement advanced camshaft solutions that improve combustion stability and fuel efficiency.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 4.54 Billion |
| Market Size 2031 | USD 7.08 Billion |
| CAGR 2026-2031 | 7.69% |
| Fastest Growing Segment | LCV |
| Largest Market | Asia Pacific |
Nevertheless, the market encounters significant headwinds from the rapid global shift toward electric mobility, which obviates the necessity for conventional powertrain components. As electric truck adoption rises, the long-term dependence on internal combustion engines is waning, a structural instability mirrored in recent industrial metrics. For instance, the European Automobile Manufacturers Association reported an 8.3 percent decrease in global truck production in 2024. This decline highlights the substantial difficulties legacy automotive manufacturing faces as alternative propulsion technologies gain prominence.
Market Driver
Increasing construction activities and infrastructure projects are elevating the demand for heavy-duty vehicles, particularly in the public transportation realm, thereby establishing a steady revenue stream for component suppliers. As municipal authorities focus on modernizing transit systems to accommodate urban growth, the acquisition of buses necessitates durable engine assemblies designed for high-frequency usage. This continued funding for public mobility acts as a buffer against wider market slumps, securing a foundational demand for camshafts in heavy commercial sectors. As noted in the 'New commercial vehicle registrations: vans, trucks and buses' report by the European Automobile Manufacturers Association in October 2025, new EU bus registrations recovered by 3.6 percent during the first three quarters of 2025, underscoring the segment's expansion despite economic difficulties.
Simultaneously, the enforcement of rigorous emission standards and fuel efficiency requirements is hastening the uptake of cutting-edge camshaft technologies. Instead of entirely eliminating internal combustion engines, these rules are encouraging a transition to hybrid commercial vehicles, which employ complex valve timing to refine fuel combustion and lower emissions. This evolution maintains the importance of precision camshafts within electrified powertrains, evidenced by the European Automobile Manufacturers Association's July 2025 report showing a 7.1 percent rise in hybrid van registrations in the first half of the year. Moreover, global dependence on conventional combustion remains extensive; the China Association of Automobile Manufacturers reported in January 2025 that exports of traditional fuel vehicles from China surged by 23.5 percent to 4.57 million units in 2024, verifying the enduring industrial magnitude of internal combustion engine manufacturing.
Market Challenge
The rapid global move toward electric mobility poses a core threat to the commercial vehicle camshaft sector by progressively reducing the requirement for internal combustion engine parts. In contrast to conventional gasoline or diesel engines, electric trucks depend on battery-operated motors that function without valve trains or camshafts. As original equipment manufacturers reallocate their capital investments toward electric powertrain advancements, the total available market for mechanical engine components unavoidably contracts, creating a constrained landscape for traditional suppliers who confront dwindling order quantities despite growth in the wider logistics industry.
This reduction in conventional automotive manufacturing is already influencing key industrial results, indicating lowered demand for powertrain accessories. Data from the China Association of Automobile Manufacturers reveals that annual commercial vehicle production decreased by 5.8 percent in 2024, dropping to 3.805 million units. This recession in the world's primary manufacturing hub demonstrates how the transition away from traditional propulsion methods is directly impeding camshaft procurement, compelling the industry to adapt to structurally reduced production needs.
Market Trends
The broad acceptance of hollow shaft technology is redefining manufacturing approaches as OEMs focus on reducing weight. In contrast to solid cast iron parts, these assembled camshafts employ a modular architecture that decreases rotational mass while maintaining structural soundness. This shift facilitates the use of high-strength steel while lowering material density, a commercial trend supported by recent procurement figures. For instance, a July 2024 press release from Thyssenkrupp Automotive Technology regarding their Chemnitz site confirmed a multi-million euro contract to deliver 200,000 efficient drivetrain components annually, validating the expansion of advanced shaft designs.
At the same time, the incorporation of Variable Valve Timing (VVT) into heavy-duty diesel engines is increasing to satisfy thermal management requirements. By actively modifying valve lift, these systems allow for cylinder deactivation, maintaining ideal exhaust temperatures for aftertreatment systems during low-load scenarios. This technology reduces pumping losses and improves thermodynamic efficiency, with operational advantages proven in actual logistics settings. As reported by DieselNet in a July 2024 article, standardized highway tests of a heavy-duty truck utilizing cylinder deactivation technology showed a 2.76 percent decrease in fuel usage, highlighting the economic benefits fueling this adoption.
Report Scope
In this report, the Global Commercial Vehicle Camshaft 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 Commercial Vehicle Camshaft Market.
Global Commercial Vehicle Camshaft 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: