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市場調查報告書
商品編碼
1970994

汽車電池動力推進系統市場－全球產業規模、佔有率、趨勢、機會與預測：按電池類型、車輛類型、地區和競爭格局分類，2021-2031年

Automotive Battery Powered Propulsion System Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Battery Type (Lithium-Ion, Nickel Metal Hydride, Others), By Vehicle Type (BEV, PHEV), By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 180 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球汽車電池動力推進系統市場預計將從 2025 年的 1,381.8 億美元成長到 2031 年的 3,345.8 億美元，複合年成長率為 15.88%。

該領域涵蓋高壓電池組、電動牽引馬達和逆變器等整合組件，旨在將儲存的電能轉化為驅動車輛的機械力。市場的主要驅動力來自政府為減少排放製定的嚴格法規以及為促進零排放交通而提供的財政獎勵。這些法規結構正在推動汽車產業從內燃機轉向新能源，並創造了對電動動力傳動系統總成零件的強勁需求。中國汽車工業協會報告稱，2024年新能源汽車銷售將達到1,287萬輛，這就是這些扶持政策所促成的產業規模的一個例證。

市場概覽
預測期 2027-2031
市場規模：2025年 1381.8億美元
市場規模：2031年 3345.8億美元
複合年成長率：2026-2031年 15.88%
成長最快的細分市場 純電動車
最大的市場 亞太地區

儘管電動車充電需求呈上升趨勢，但公共充電基礎設施發展不平衡仍是一大障礙，引發潛在購車者對續航里程的擔憂。這種物流瓶頸阻礙了長途旅行，延緩了傳統汽車的全面更新換代，尤其是在充電站密度未能跟上汽車生產速度的地區。

市場促進因素

推動全球汽車電池動力系統市場發展的主要經濟因素是鋰離子電池成本的下降和能量密度的提高。正極材料的化學技術進步和電池組結構的最佳化正在降低電池製造成本，迅速縮小電動車和內燃機汽車之間的價格差距。成本的降低對於大眾市場滲透至關重要，因為電池組是電動動力傳動系統中成本最高的零件，直接影響消費者的接受度。高盛在2024年11月的報告中強調了這種向更經濟實惠、無需補貼的電池轉變的趨勢，並預測到當年年底全球電池平均價格將降至每千瓦時111美元。

同時，各大汽車製造商正積極推動策略性電氣化舉措，旨在加強供應鏈並擴大產能，以滿足日益成長的市場需求。現有製造商正積極將資金重新配置到專用電動車平台和垂直整合的電池工廠，以確保長期競爭力並緩解供應緊張。這些投資在擴大生產規模的同時，也加速了高壓系統的技術創新。例如，豐田汽車公司於2025年11月宣布，將在未來五年內追加100億美元投資，以擴大在北卡羅來納州的業務。此舉與整體市場成長趨勢相符，國際能源總署（IEA）在2025年4月發布的報告顯示，2024年全球電動車銷量將超過1,700萬輛。

市場挑戰

公共充電基礎設施不足仍然是限制全球汽車電池動力總成市場成長的一大障礙。儘管汽車製造商正在迅速擴大電動動力傳動系統的生產，但必要的充電站建設卻未能跟上步伐，造成了物流瓶頸，阻礙了潛在消費者的購買意願。這種基礎設施缺口導致駕駛員在長途旅行或人口密集、缺乏專用車庫的都市區尋找可靠充電點時，面臨嚴重的里程不確定性。因此，消費者對從內燃機轉向電動車的猶豫不決，對電動推進系統零件的需求產生了負面影響。

近期行業數據顯示，車輛普及率與公共產業支援之間的差距日益擴大，凸顯了這種不平衡的嚴重性。汽車創新聯盟（Alliance for Automotive Innovation）報告稱，到2025年，美國每新增一個公共充電樁，就有45輛新註冊的電動車與之對應。這項統計數據表明，基礎建設遠遠落後於車輛銷售，從根本上限制了市場全面過渡到電池驅動出行的能力。

市場趨勢

市場的一個關鍵趨勢是將碳化矽 (SiC) 技術整合到功率逆變器中。這項技術取代了傳統的矽基元件，從而提高了推進效率並延長了車輛續航里程。 SiC 半導體使逆變器能夠在更高的電壓和溫度下運行，顯著降低開關損耗。這項特性對於最大限度地發揮 800V 電氣架構的性能至關重要。這項技術變革將使汽車製造商能夠在不犧牲續航里程的情況下縮小電池組的尺寸，並透過增強溫度控管實現更快的充電速度。為了反映這項技術的商業性勢頭，英飛凌科技股份公司在 2024 年 11 月報告稱，其碳化矽銷售額達到 6.5 億歐元，同比成長超過 30%，這主要得益於強勁的汽車市場需求。

同時，產業正朝著無鈷磷酸鐵鋰（LFP）電池化學體系轉型。此舉旨在將生產成本與波動性較大的鎳鈷原料市場脫鉤。與富鎳三元電池不同，LFP電池具有更優異的熱穩定性和更長的循環壽命。儘管其能量密度較低，但對於入門級和中檔電動車而言，LFP電池正變得越來越有吸引力。這種轉型在專注於成本最佳化的大型製造地尤為顯著。根據中國汽車電池創新聯盟2025年1月發布的報告，到2024年，中國LFP電池累積裝置量將達到409.0吉瓦時，佔動力電池市場總量的74.6%，顯著超過三元電池。

目錄

第1章概述

第2章：調查方法

第3章執行摘要

第4章：客戶心聲

第5章：汽車電瓶動力推進系統的全球市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 電池種類（鋰離子電池、鎳氫電池、其他）
    • 車輛類型（純電動車、插電式混合動力車）
    • 按地區
    • 按公司（2025 年）
  • 市場地圖

第6章：北美汽車電瓶動力推進系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 北美洲：國別分析
    • 美國
    • 加拿大
    • 墨西哥

第7章：歐洲汽車電瓶動力推進系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 歐洲：國別分析
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙

第8章：亞太地區汽車電瓶動力推進系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 亞太地區：國別分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章：中東與非洲汽車電瓶動力推進系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東與非洲：國別分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章：南美洲汽車電瓶動力推進系統市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 南美洲：國別分析
    • 巴西
    • 哥倫比亞
    • 阿根廷

第11章 市場動態

  • 促進因素
  • 任務

第12章 市場趨勢與發展

  • 併購
  • 產品發布
  • 近期趨勢

第13章：全球汽車電瓶動力推進系統市場：SWOT分析

第14章：波特五力分析

  • 產業競爭
  • 新進入者的潛力
  • 供應商的議價能力
  • 顧客權力
  • 替代品的威脅

第15章 競爭格局

  • Robert Bosch GmbH
  • BYD Company Ltd
  • Tesla
  • Contemporary Amperex Technology Co., Limited
  • LG Energy Solution
  • Panasonic Corporation
  • SAMSUNG SDI
  • CALB
  • AESC Group Ltd.
  • SK Inc

第16章 策略建議

第17章：關於研究公司及免責聲明

簡介目錄
Product Code: 22706

The Global Automotive Battery Powered Propulsion System Market is projected to expand from USD 138.18 Billion in 2025 to USD 334.58 Billion by 2031, registering a CAGR of 15.88%. This sector comprises the integrated assembly of high-voltage battery packs, electric traction motors, and power inverters engineered to transform stored electrical energy into mechanical force for vehicle propulsion. The market is primarily underpinned by strict government mandates aiming for emission reductions and financial incentives designed to promote zero-emission transportation. These regulatory frameworks compel a shift away from internal combustion engines, thereby fueling robust demand for electric powertrain components. Illustrating the industrial scale achieved through these supportive policies, the China Association of Automobile Manufacturers reported that sales of new energy vehicles hit 12.87 million units in 2024.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 138.18 Billion
Market Size 2031USD 334.58 Billion
CAGR 2026-203115.88%
Fastest Growing SegmentBEV
Largest MarketAsia Pacific

Despite this upward trend, the market encounters a major obstacle due to the inconsistent development of public charging infrastructure, which instills range anxiety in potential buyers. This logistical bottleneck hampers long-distance travel and slows the comprehensive replacement of traditional vehicles, particularly in regions where the density of charging stations fails to keep pace with the speed of vehicle manufacturing.

Market Driver

The primary economic catalysts driving the Global Automotive Battery Powered Propulsion System Market are the falling costs of lithium-ion batteries and improvements in energy density. Advancements in cathode chemistries and optimized pack architectures are reducing cell manufacturing costs, rapidly closing the price gap between electric and internal combustion vehicles. This cost reduction is vital for mass-market penetration, as the battery pack represents the most expensive component of an electric powertrain and directly impacts consumer adoption rates. Highlighting this shift toward unsubsidized affordability, Goldman Sachs Research noted in a November 2024 report that global average battery prices were expected to drop to 111 dollars per kilowatt-hour by the end of that year.

Concurrently, major automotive OEMs are making strategic electrification commitments to strengthen the supply chain and expand production capacity to meet rising demand. Legacy manufacturers are aggressively reallocating capital toward dedicated electric vehicle platforms and vertically integrated battery plants to ensure long-term competitiveness and alleviate supply constraints. These investments increase manufacturing scale while driving innovation in high-voltage systems. For example, Toyota Motor Corporation announced in November 2025 an additional 10 billion dollar investment over five years to expand its North Carolina operations. This momentum aligns with broader market growth, as the International Energy Agency reported in April 2025 that global electric car sales surpassed 17 million units in 2024.

Market Challenge

The inconsistent deployment of public charging infrastructure remains a critical barrier effectively restricting the growth of the Global Automotive Battery Powered Propulsion System Market. Although vehicle manufacturers are rapidly increasing the production of electric powertrains, the installation of essential charging stations has not kept pace, resulting in a logistical bottleneck that discourages potential consumers. This infrastructure gap creates significant range anxiety, as drivers face uncertainty about finding reliable charging points during long trips or in dense urban areas without private garage access. Consequently, this hesitation to move away from internal combustion engines negatively impacts the demand for electric propulsion components.

The severity of this imbalance is underscored by recent industry data showing a widening gap between vehicle adoption and utility support. In 2025, the Alliance for Automotive Innovation reported a ratio of 45 new electric vehicles registered for every single new public charging port installed in the United States during the preceding quarter. This statistical disparity demonstrates that infrastructure growth is lagging significantly behind vehicle sales, physically limiting the market's capacity to support a full-scale transition to battery-powered mobility.

Market Trends

A key trend in the market is the integration of Silicon Carbide (SiC) technology in power inverters, which is replacing traditional silicon-based components to boost propulsion efficiency and extend vehicle range. SiC semiconductors enable inverters to function at higher voltages and temperatures with markedly lower switching losses, a capability essential for maximizing the performance of 800V electrical architectures. This technological shift allows automakers to decrease battery pack size without sacrificing range or to achieve faster charging speeds through enhanced thermal management. Underscoring the commercial momentum of this technology, Infineon Technologies AG reported in November 2024 that its silicon carbide revenues reached 650 million euros, reflecting a year-over-year growth of more than 30 percent due to strong automotive demand.

Simultaneously, the industry is shifting toward cobalt-free Lithium Iron Phosphate (LFP) battery chemistries to decouple production costs from volatile raw material markets such as nickel and cobalt. Unlike nickel-rich ternary batteries, LFP cells offer superior thermal stability and a longer cycle life, making them increasingly attractive for entry-level and mid-range electric vehicles despite their lower energy density. This transition is particularly evident in major manufacturing hubs focused on cost optimization. According to the China Automotive Battery Innovation Alliance's January 2025 report, cumulative LFP battery installations in China hit 409.0 gigawatt-hours in 2024, capturing 74.6 percent of the total power battery market share and significantly outpacing ternary alternatives.

Key Market Players

  • Robert Bosch GmbH
  • BYD Company Ltd
  • Tesla
  • Contemporary Amperex Technology Co., Limited
  • LG Energy Solution
  • Panasonic Corporation
  • SAMSUNG SDI
  • CALB
  • AESC Group Ltd.
  • SK Inc

Report Scope

In this report, the Global Automotive Battery Powered Propulsion System Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Automotive Battery Powered Propulsion System Market, By Battery Type

  • Lithium-Ion
  • Nickel Metal Hydride
  • Others

Automotive Battery Powered Propulsion System Market, By Vehicle Type

  • BEV
  • PHEV

Automotive Battery Powered Propulsion System 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 Automotive Battery Powered Propulsion System Market.

Available Customizations:

Global Automotive Battery Powered Propulsion System 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 Automotive Battery Powered Propulsion System Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Battery Type (Lithium-Ion, Nickel Metal Hydride, Others)
    • 5.2.2. By Vehicle Type (BEV, PHEV)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Automotive Battery Powered Propulsion System Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Battery Type
    • 6.2.2. By Vehicle Type
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Automotive Battery Powered Propulsion System 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 Battery Type
        • 6.3.1.2.2. By Vehicle Type
    • 6.3.2. Canada Automotive Battery Powered Propulsion System 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 Battery Type
        • 6.3.2.2.2. By Vehicle Type
    • 6.3.3. Mexico Automotive Battery Powered Propulsion System 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 Battery Type
        • 6.3.3.2.2. By Vehicle Type

7. Europe Automotive Battery Powered Propulsion System Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Battery Type
    • 7.2.2. By Vehicle Type
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Automotive Battery Powered Propulsion System 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 Battery Type
        • 7.3.1.2.2. By Vehicle Type
    • 7.3.2. France Automotive Battery Powered Propulsion System 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 Battery Type
        • 7.3.2.2.2. By Vehicle Type
    • 7.3.3. United Kingdom Automotive Battery Powered Propulsion System 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 Battery Type
        • 7.3.3.2.2. By Vehicle Type
    • 7.3.4. Italy Automotive Battery Powered Propulsion System 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 Battery Type
        • 7.3.4.2.2. By Vehicle Type
    • 7.3.5. Spain Automotive Battery Powered Propulsion System 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 Battery Type
        • 7.3.5.2.2. By Vehicle Type

8. Asia Pacific Automotive Battery Powered Propulsion System Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Battery Type
    • 8.2.2. By Vehicle Type
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Automotive Battery Powered Propulsion System 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 Battery Type
        • 8.3.1.2.2. By Vehicle Type
    • 8.3.2. India Automotive Battery Powered Propulsion System 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 Battery Type
        • 8.3.2.2.2. By Vehicle Type
    • 8.3.3. Japan Automotive Battery Powered Propulsion System 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 Battery Type
        • 8.3.3.2.2. By Vehicle Type
    • 8.3.4. South Korea Automotive Battery Powered Propulsion System 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 Battery Type
        • 8.3.4.2.2. By Vehicle Type
    • 8.3.5. Australia Automotive Battery Powered Propulsion System 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 Battery Type
        • 8.3.5.2.2. By Vehicle Type

9. Middle East & Africa Automotive Battery Powered Propulsion System Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Battery Type
    • 9.2.2. By Vehicle Type
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Automotive Battery Powered Propulsion System 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 Battery Type
        • 9.3.1.2.2. By Vehicle Type
    • 9.3.2. UAE Automotive Battery Powered Propulsion System 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 Battery Type
        • 9.3.2.2.2. By Vehicle Type
    • 9.3.3. South Africa Automotive Battery Powered Propulsion System 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 Battery Type
        • 9.3.3.2.2. By Vehicle Type

10. South America Automotive Battery Powered Propulsion System Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Battery Type
    • 10.2.2. By Vehicle Type
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Automotive Battery Powered Propulsion System 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 Battery Type
        • 10.3.1.2.2. By Vehicle Type
    • 10.3.2. Colombia Automotive Battery Powered Propulsion System 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 Battery Type
        • 10.3.2.2.2. By Vehicle Type
    • 10.3.3. Argentina Automotive Battery Powered Propulsion System 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 Battery Type
        • 10.3.3.2.2. By Vehicle Type

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 Automotive Battery Powered Propulsion System 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. Robert Bosch GmbH
    • 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. BYD Company Ltd
  • 15.3. Tesla
  • 15.4. Contemporary Amperex Technology Co., Limited
  • 15.5. LG Energy Solution
  • 15.6. Panasonic Corporation
  • 15.7. SAMSUNG SDI
  • 15.8. CALB
  • 15.9. AESC Group Ltd.
  • 15.10. SK Inc

16. Strategic Recommendations

17. About Us & Disclaimer