![]() |
市場調查報告書
商品編碼
1961163
汽車軸承市場-全球產業規模、佔有率、趨勢、機會和預測:按軸承類型、應用類型、車輛類型、地區和競爭格局分類,2021-2031年Automotive Bearings Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Bearing Type, By Application Type, By Vehicle Type, By Region & Competition, 2021-2031F |
||||||
全球汽車軸承市場預計將從 2025 年的 517.2 億美元成長到 2031 年的 787.1 億美元,複合年成長率為 7.25%。
這些精密機械部件對於最大限度地減少引擎、變速箱和車輪系統中運動部件之間的摩擦以及支撐旋轉負載至關重要。推動該市場成長要素是全球汽車產量的不斷成長以及對提高燃油效率的追求,這需要採用輕量化、低摩擦的設計。此外,隨著動力傳動系統電氣化程度的提高,對能夠承受電腐蝕並實現高速運轉的專用軸承的需求也日益成長。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 517.2億美元 |
| 市場規模:2031年 | 787.1億美元 |
| 複合年成長率:2026-2031年 | 7.25% |
| 成長最快的細分市場 | 搭乘用車 |
| 最大的市場 | 亞太地區 |
在此勢頭推動下,重點地區的零件訂單持續受到廣泛工業活動的驅動。根據國際汽車製造商協會(OICA)的數據,預計到2024年,全球汽車產量將達到9,250萬輛,這將為軸承消費提供強勁的基礎。然而,市場擴張面臨許多挑戰,尤其是高等級鋼材原料價格的波動。這種價格不穩定導致成本不確定性,可能擠壓全球製造商的利潤空間。
電動車和混合動力汽車在全球的加速普及,正從根本上改變汽車軸承產業的技術需求和生產趨勢。與內燃機不同,電動動力傳動系統的轉速要高得多,也更容易受到電蝕的影響,因此需要開發具有高速、低噪音和絕緣性能的專用軸承。這種轉變為陶瓷軸承和整合感測器的軸承創造了一個盈利的細分市場,這些軸承旨在提高溫度控管和效率。近期的銷售預測凸顯了這項變化的規模。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》,預計到2024年,全球電動車銷量將達到約1,700萬輛,如此龐大的市場佔有率正迫使軸承製造商調整其生產線,以生產與電氣化相容的零件。
同時,新興市場汽車產量和銷售的成長持續為標準滾動底盤和傳動軸承提供了至關重要的需求基礎。隨著亞太地區及其他地區工業化的推進,乘用車和商用車對價格適中且經久耐用的零件的需求激增,直接影響製造商的訂單量。例如,中國汽車工業協會(CAAM)在2024年1月發布的數據顯示,2023年中國汽車銷量突破3,000萬輛,創歷史新高。這進一步鞏固了中國作為製造地的地位。為了滿足傳統汽車和電動車平台的巨大需求,主要供應商正在加強自身的財務實力。舍弗勒在2024年發布的數據顯示,其汽車技術部門上年度的銷售額達到97.72億歐元,反映了這一蓬勃發展的趨勢,也反映了零件整合在現代汽車架構中創造的巨大價值。
原物料價格波動,尤其是高等級鋼材價格的波動,對全球汽車軸承市場的擴張構成重大阻礙。由於軸承是精密零件,其耐久性和性能高度依賴特定等級的鋼材,因此不穩定的原料成本會直接影響財務規劃和生產穩定性。製造商通常與汽車整車廠簽訂長期契約,這限制了他們即時調整價格的能力。因此,鋼材價格的意外波動會嚴重損害軸承製造商的利潤率,限制他們為必要的設備升級和市場擴張資金籌措的能力。
這種難以預測的成本環境為供應鏈帶來了巨大的不確定性,迫使企業採取保守的庫存策略,而非激進的成長計畫。原料產業的波動性從近期產業數據中可見一斑。根據美國鋼鐵協會(AISI)2025年2月發布的報告,2024年全年鋼鐵出貨量較去年同期下降3.6%。原料供應的這種波動凸顯了不確定性,儘管汽車生產整體強勁,但這種不確定性直接阻礙了製造商持續滿足潛在需求的能力。
向永續和環保製造實踐轉型已成為一項至關重要的優先事項,加速了生產設施和供應鏈的脫碳進程。此舉旨在遵守嚴格的原始設備製造商 (OEM) 環境法規。製造商正積極推動將可再生能源和綠色鋼鐵融入其業務,不再僅僅滿足於法規要求,而是將永續性打造為核心競爭優勢。主要產業參與者透過積極的設施現代化改造,成功超越氣候目標,正是這種業務轉型的體現。根據 SKF 於 2025 年 3 月發布的 2024 會計年度年度永續發展報告,該公司在 2024 年將其範圍 1 和範圍 2 的排放較 2019 年基準值減少了 59%,顯著超過了其基於科學的目標軌跡。如此快速的進展表明,結構性轉型正在進行,經檢驗的低碳製造正成為長期汽車合約的先決條件。
同時,輕量化和緊湊型軸承單元的普及正促使人們重新定義零件結構,以抵消現代電動車平台中電池系統的重量。工程團隊成功地在保持耐用性的同時縮小了軸承的物理尺寸,並透過顯著減輕重量直接延長了車輛續航里程。這項技術飛躍源自於最佳化驅動單元封裝和提高整體能源效率的需求。正如NSK在其2025年3月發布的新聞稿《NSK為電動車開發緊湊型輕量化深溝球軸承》中所宣布的那樣,該公司新設計的軸承採用了窄型複合塑膠保持架,與傳統產品相比,重量減輕了51%,外徑縮小了10%。這種小型化趨勢將使汽車製造商能夠在不影響負載性能的前提下,實現更高密度的動力傳動系統系統配置。
The Global Automotive Bearings Market is projected to expand from USD 51.72 Billion in 2025 to USD 78.71 Billion by 2031, reflecting a Compound Annual Growth Rate (CAGR) of 7.25%. These precision mechanical components are essential for minimizing friction between moving parts and supporting rotational loads within engine, transmission, and wheel systems. The market is primarily driven by increasing global vehicle manufacturing rates and the industry's pursuit of enhanced fuel efficiency, which demands the adoption of lightweight, low-friction designs. Furthermore, the electrification of powertrains is fueling demand for specialized bearings capable of operating at higher speeds while resisting electrical erosion.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 51.72 Billion |
| Market Size 2031 | USD 78.71 Billion |
| CAGR 2026-2031 | 7.25% |
| Fastest Growing Segment | Passenger Cars |
| Largest Market | Asia Pacific |
Building on this momentum, widespread industrial activity continues to drive component orders across major regions. Data from the International Organization of Motor Vehicle Manufacturers (OICA) indicates that in 2024, global motor vehicle production reached 92.5 million units, providing a strong foundation for bearing consumption. However, market expansion encounters a significant obstacle due to the volatility of raw material prices, particularly high-grade steel. This price instability creates cost uncertainty and threatens to compress profit margins for manufacturers worldwide.
Market Driver
The accelerating global adoption of electric and hybrid vehicles is fundamentally altering the technological requirements and volume dynamics of the automotive bearings sector. Unlike internal combustion engines, electric powertrains operate at significantly higher rotational speeds and are prone to electrical erosion, necessitating the development of specialized high-speed, low-noise, and insulated bearings. This transition is creating a profitable sub-segment for ceramic and sensor-integrated bearings designed to improve thermal management and efficiency. The scale of this shift is highlighted by recent sales projections; according to the International Energy Agency (IEA) in its 'Global EV Outlook 2024' released in April 2024, global electric car sales are expected to reach approximately 17 million units in 2024, a substantial market share that compels bearing manufacturers to retool production lines for electrification-compatible components.
Simultaneously, increasing vehicle production and sales in emerging markets continue to provide a critical volume baseline for standard rolling chassis and transmission bearings. As industrialization expands in regions such as Asia-Pacific, the demand for affordable yet durable components for both passenger and commercial vehicles is surging, directly influencing manufacturer order books. For instance, the China Association of Automobile Manufacturers (CAAM) reported in January 2024 that automobile sales in China exceeded 30 million units in 2023, setting a new historical record that underscores the region's dominance as a manufacturing hub. To capitalize on such extensive demand across both traditional and electric platforms, major suppliers are strengthening their financial positions; reflecting this robust activity, Schaeffler reported in 2024 that its Automotive Technologies division generated revenue of 9,772 million euros for the preceding fiscal year, demonstrating the immense value created by component integration in modern vehicle architectures.
Market Challenge
The volatility of raw material prices, particularly for high-grade steel, constitutes a substantial barrier to the expansion of the Global Automotive Bearings Market. Because bearings are precision components that rely heavily on specific steel grades for durability and performance, unstable input costs directly disrupt financial planning and production stability. Manufacturers frequently operate under long-term agreements with automotive OEMs that do not allow for immediate price adjustments. Consequently, when steel prices fluctuate unexpectedly, bearing producers suffer from compressed profit margins, which restricts the capital available for necessary facility upgrades and market expansion efforts.
This unpredictable cost environment creates significant hesitation within the supply chain, forcing companies to adopt conservative inventory strategies rather than aggressive growth plans. The instability in the raw material sector is evident in recent industrial data; according to the American Iron and Steel Institute in February 2025, steel shipments for the full year of 2024 decreased by 3.6% compared to the previous year. Such fluctuations in raw material movement highlight the uncertainty manufacturers face, directly hampering their ability to consistently meet potential demand despite the underlying strength of vehicle production.
Market Trends
The shift towards sustainable and green manufacturing practices has emerged as a critical priority, accelerating the decarbonization of production facilities and supply chains to meet stringent OEM environmental mandates. Manufacturers are increasingly integrating renewable energy and green steel into their operations, moving beyond simple compliance to make sustainability a core competitive advantage. This operational pivot is exemplified by major industry players successfully exceeding their climate targets through aggressive facility upgrades. According to SKF's 'Annual and Sustainability Report 2024' released in March 2025, the company achieved a 59% reduction in scope 1 and 2 emissions in 2024 compared to the 2019 baseline, significantly outpacing its science-based trajectory. Such rapid progress indicates a structural transformation where verified low-carbon manufacturing is becoming a prerequisite for securing long-term automotive contracts.
Concurrently, the proliferation of lightweight and compact bearing units is redefining component architecture to offset the heavy mass of battery systems in modern electric platforms. Engineering teams are successfully reducing the physical footprint of bearings while maintaining durability, directly contributing to extended vehicle range through significant mass reduction. This technological leap is driven by the need to optimize drive unit packaging and improve overall energy efficiency. As noted by NSK Ltd. in the March 2025 press release 'NSK Develops Compact, Lightweight Deep Groove Ball Bearing for EVs', the company's new bearing design utilizes a narrow-width combined plastic cage to reduce weight by 51% and outer diameter by 10% compared to conventional products. This trend towards miniaturization allows automakers to achieve denser powertrain configurations without compromising load performance.
Report Scope
In this report, the Global Automotive Bearings 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 Automotive Bearings Market.
Global Automotive Bearings 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: