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市場調查報告書
商品編碼
1945925
乘用車橋及傳動軸市場-全球產業規模、佔有率、趨勢、機會及預測(依車橋類型、傳動軸類型、需求類別、地區及競爭格局分類,2021-2031年)Passenger Cars Axle & Propeller Shaft Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Axle Type, By Propeller Shaft Type, By Demand Category, By Region & Competition, 2021-2031F |
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全球乘用車軸和傳動軸市場預計將從 2025 年的 174.2 億美元成長到 2031 年的 273.7 億美元,複合年成長率為 7.82%。
乘用車軸作為傳動軸,負責將扭力從車軸傳遞到車輪並支撐車輛重量;而傳動軸則在後輪驅動和四輪驅動配置中將旋轉動力從變速箱傳遞到車軸。這項市場擴張的主要促進因素包括:全球汽車產量的穩定成長、消費者對需要耐用動力傳動系統的運動型多用途車(SUV)日益成長的需求,以及對車輛在各種路況下穩定性和牽引力的不斷提升。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 174.2億美元 |
| 市場規模:2031年 | 273.7億美元 |
| 複合年成長率:2026-2031年 | 7.82% |
| 成長最快的細分市場 | 串聯 |
| 最大的市場 | 亞太地區 |
然而,隨著電動車的快速普及,業界面臨嚴峻的挑戰,因為整合式電力驅動橋的廣泛應用使得傳統的傳動軸不再必要。這種動力傳動系統配置的技術變革對機械傳動軸的長期需求構成了結構性威脅。為了更了解市場規模,中國汽車工業協會(CAAM)的報告預測,到2024年,中國乘用車產量將達到約2,750萬輛。這一數字表明,儘管動力系統技術不斷進步,但對車橋總成的巨大需求仍將持續存在。
全球乘用車產量的擴張是驅動車橋和傳動軸產業的主要驅動力。隨著汽車製造商提高產量以滿足疫情後需求的復甦,尤其是在成熟市場,穩定的生產能夠確保前後橋總成製造商獲得穩定的收入來源,而支援新車組裝的標準傳動系統零件的需求也相應成長。根據歐洲汽車製造商協會(ACEA)於2024年2月發布的《經濟與市場報告》,歐盟乘用車產量將在2023年達到1210萬輛,比上年成長11.3%,因此,確保傳動系統硬體的同步供應對於維持供應鏈的順暢運作至關重要。
同時,在加速向電動出行轉型的推動下,汽車產業正經歷一場結構性變革。整合式電力驅動橋的採用從根本上改變了車橋結構,在某些配置中減少了對傳統傳動軸的依賴,同時提升了整合馬達、電力電子設備和車橋的複雜電力驅動單元的價值。根據國際能源總署(IEA)於2024年4月發布的《2024年全球電動車展望》,2023年全球電動車銷量將超過1,400萬輛,較上年成長35%。這促使人們需要開發專用的輕量化車橋系統,以抵消電池重量的增加。此外,印度等新興經濟體對需求的貢獻顯著。印度汽車製造商協會(SIAM)的報告顯示,截至2024年3月的會計年度,印度國內電動車銷量達到創紀錄的421萬輛。
快速向電動出行轉型為市場帶來了根本性的結構性挑戰,因為它使得傳統傳動軸在越來越多的車輛架構中過時。在傳統的後輪驅動和四輪驅動內燃機平台上,傳動軸對於將扭力從變速箱傳遞到差速器至關重要。然而,現代電動車擴大採用整合式電驅動橋,其中電動馬達直接安裝在車橋上或整合在車輪總成內。這種技術整合消除了對長傳動軸的機械需求,即使全球汽車產量不斷成長,也永久縮小了這些特定部件的潛在市場。
隨著電動車在主要汽車市場的普及,這種技術替代正在加速,直接為依賴機械傳動系統零件的零件製造商帶來產量風險。例如,歐洲汽車製造商協會 (ACEA) 估計,到 2024 年,電池式電動車將佔該地區新車註冊量的 13.6%。隨著汽車製造商繼續優先考慮排放氣體法規的合規性並採用這些電氣化架構,相對於整個產業的成長,對傳統傳動軸的需求將面臨持續且不可避免的下降。
隨著汽車製造商優先考慮減輕車軸重量以滿足更嚴格的排放氣體法規並延長電動車的續航里程,輕量化鋁合金和複合材料車軸材料的普及正在改變零件的製造方式。工程師們正擴大用先進的鋁合金和碳纖維增強聚合物(CFRP)取代車軸殼體和傳動軸中傳統的重型鋼製部件。這種材料革新降低了簧下質量,直接提升了車輛的操控性和能源效率,同時保持了現代扭矩載荷所需的結構耐久性。根據美國車軸製造公司(American Axle & Manufacturing Company)於2024年2月發布的2023年度報告,該公司強調,輕量化車軸技術能夠大幅降低車軸重量,並有助於提高燃油經濟性。這項措施與該公司到2030年將範圍1和範圍2溫室氣體絕對排放減少45%的目標一致。
同時,模組化、可擴展的驅動橋平台的興起,滿足了業界對能夠適應各種動力傳動系統總成配置的靈活生產線的需求。透過開發通用通用介面的多功能驅動橋系列,供應商能夠幫助整車製造商將內燃機、混合動力和純電動驅動單元無縫整合到同一底盤框架上。這種方法顯著降低了開發成本,並加快了新車的上市速度。根據德納公司於2024年2月發布的2023年第四季及全年財務業績報告,該公司在過去三年中創下了9.5億美元的新累積訂單紀錄,這證實了全球對其靈活多樣的傳統和清潔能源傳動系統解決方案產品系列的強勁需求。
The Global Passenger Cars Axle & Propeller Shaft Market is projected to grow from USD 17.42 Billion in 2025 to USD 27.37 Billion by 2031, registering a CAGR of 7.82%. Passenger car axles function as central shafts that transfer torque from the differential to the wheels to support vehicle weight, while propeller shafts transmit rotational power from the transmission to the differential in rear and all-wheel drive configurations. This market expansion is primarily fueled by the consistent rise in global automobile manufacturing volumes and increasing consumer demand for sports utility vehicles requiring durable drivetrain systems, alongside the growing need for enhanced vehicle stability and traction across diverse road conditions.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 17.42 Billion |
| Market Size 2031 | USD 27.37 Billion |
| CAGR 2026-2031 | 7.82% |
| Fastest Growing Segment | Tandem |
| Largest Market | Asia Pacific |
However, the industry encounters a significant challenge due to the rapid transition toward electric mobility, which frequently employs integrated electric axles and eliminates the need for traditional propeller shafts. This technological shift in powertrain configuration presents a structural threat to the long-term demand for mechanical drive shafts. To put the market scale into context, the China Association of Automobile Manufacturers reported that passenger vehicle production in China reached approximately 27.5 million units in 2024, a figure that highlights the immense ongoing requirement for axle assemblies despite the evolution of propulsion technologies.
Market Driver
The expanding volume of global passenger vehicle manufacturing acts as a primary catalyst for the axle and propeller shaft sector. As automakers increase output to meet post-pandemic demand recovery, the requirement for standard drivetrain components scales proportionally to support new vehicle assembly, particularly in mature markets where production stability ensures steady revenue streams for manufacturers of front and rear axle assemblies. According to the European Automobile Manufacturers' Association's 'Economic and Market Report' from February 2024, EU passenger car production grew by 11.3 percent to reach 12.1 million units in 2023, necessitating a parallel supply of drivetrain hardware to maintain supply chain fluidity.
Simultaneously, the industry is undergoing a structural transformation driven by the accelerated shift toward electric mobility, which fundamentally alters axle architecture through the adoption of integrated e-axles. While this transition reduces reliance on traditional propeller shafts in specific configurations, it increases the value of complex electric drive units that combine motors, power electronics, and axles. According to the International Energy Agency's 'Global EV Outlook 2024' published in April 2024, global electric car sales surpassed 14 million units in 2023, representing a 35 percent year-on-year increase and mandating the development of specialized lightweight axle systems to offset battery weight; furthermore, emerging economies like India contribute significantly to demand, with the Society of Indian Automobile Manufacturers reporting record domestic sales of 4.21 million units in the fiscal year ending March 31, 2024.
Market Challenge
The rapid transition toward electric mobility presents a fundamental structural challenge to the market by rendering traditional propeller shafts obsolete in a growing segment of vehicle architectures. In conventional rear-wheel and all-wheel drive internal combustion engine platforms, the propeller shaft is critical for transmitting torque from the transmission to the differential, but modern electric vehicles increasingly utilize integrated e-axles where the electric motor is mounted directly on the axle or within the wheel assembly. This engineering consolidation removes the mechanical necessity for long drive shafts, thereby permanently shrinking the total addressable market for these specific components even as global vehicle production expands.
This technological displacement is intensifying as electric vehicle adoption rates climb in major automotive regions, creating a direct volume risk for component manufacturers solely dependent on mechanical drivetrain parts. To illustrate the scale of this shift, according to the European Automobile Manufacturers' Association, in 2024, battery electric vehicles accounted for a market share of 13.6% of new car registrations in the region. As automakers continue to prioritize these electric architectures to comply with emission standards, the demand for traditional propeller shafts faces a sustained, inevitable decline relative to the overall industry growth.
Market Trends
The shift toward lightweight aluminum and composite axle materials is reshaping component manufacturing as automakers prioritize mass reduction to meet stringent emission standards and extend the range of electric vehicles. Engineers are increasingly replacing traditional heavy steel components in axle housings and propeller shafts with advanced aluminum alloys and carbon fiber reinforced polymers to decrease unsprung weight, a material evolution that directly enhances vehicle handling and energy efficiency while maintaining the structural durability required for modern torque loads. According to American Axle & Manufacturing's 'Annual Report 2023' released in February 2024, the company emphasized that its lightweight axle technology offers significant mass reduction to support improved fuel economy, aligning with its corporate commitment to reduce absolute Scope 1 and 2 greenhouse gas emissions by 45 percent by 2030.
Simultaneously, the rise of modular and scalable axle platforms is addressing the industrial need for flexible manufacturing lines capable of accommodating diverse powertrain architectures. By developing versatile axle families that share common interfaces, suppliers enable OEMs to seamlessly integrate internal combustion, hybrid, and fully electric drive units onto a single chassis framework, an approach that significantly lowers development costs and accelerates the time-to-market for new vehicle models. According to Dana Incorporated's 'Fourth-Quarter and Full-Year 2023 Financial Results' from February 2024, the company reported a record three-year new business sales backlog of $950 million, underscoring the robust global demand for its adaptable portfolio of conventional and clean-energy driveline solutions.
Report Scope
In this report, the Global Passenger Cars Axle & Propeller Shaft 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 Passenger Cars Axle & Propeller Shaft Market.
Global Passenger Cars Axle & Propeller Shaft 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: