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市場調查報告書
商品編碼
2030046
電動和混合動力汽車動力傳動系統市場-全球產業規模、佔有率、趨勢、機會和預測:按架構、變速箱、馬達功率、車輛類型、地區和競爭格局分類,2021-2031年Driveline Market for Electric & Hybrid Vehicle Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Architecture, By Transmission, By Motor Output, By Vehicle Type, By Region & Competition, 2021-2031F |
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全球電動和混合動力汽車動力系統市場預計將從 2025 年的 356.2 億美元成長到 2031 年的 614.7 億美元,複合年成長率為 9.52%。
該市場涵蓋將引擎或電機動力傳遞至車輪的機械系統。這一成長主要受各國政府日益嚴格的排放氣體法規、製造商加大電氣化投資以及消費者對環保型交通途徑日益成長的需求所驅動。歐洲汽車製造商協會 (ACEA) 的一份報告也印證了這一趨勢,該報告預測,到 2025 年,電池式電動車將佔歐盟新車註冊量的 17.4%,這將直接增加對專用動力傳動系統架構的需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 356.2億美元 |
| 市場規模:2031年 | 614.7億美元 |
| 複合年成長率:2026-2031年 | 9.52% |
| 成長最快的細分市場 | 電池式電動車 |
| 最大的市場 | 亞太地區 |
另一方面,電動車專用零件的高昂研發成本是市場成長的一大障礙。將馬達和電控系統整合到有限的實體空間內,需要巨額的工程費用。因此,不斷上漲的生產成本推高了車輛的最終售價,在價格敏感型經濟體中抑制了消費者的購買意願,並阻礙了後續的市場發展。
全球電動和混合動力汽車汽車動力總成市場的主要驅動力是這些永續汽車在全球日益成長的接受度。隨著消費者轉向環保出行解決方案,汽車製造商正在擴大產能,對驅動車輪的專用動力傳動系統總成零件的需求也不斷成長。阿貢國家實驗室於2026年2月發布的《輕型電動汽車月度銷售趨勢》報告印證了這一點,該報告指出,到2025年,插電式電動車將佔乘用車年銷量的9.1%。此外,大規模投資正在加強整個產業的基建,據環境保衛基金會(EDF)稱,汽車製造商宣布將在2025年向美國電動車和電池製造工廠投資1,980億美元。
整合式動力傳動系統和電力驅動橋系統的技術進步正進一步加速市場成長。現代工程解決方案能夠將變速箱、逆變器和馬達整合到單一緊湊的殼體中,顯著降低整車重量,同時為更大容量的電池組預留空間,從而延長續航里程。這些整合機制簡化了組裝流程,提高了動力傳輸效率。根據Brogen EV Solution於2025年7月發布的《電動卡車車橋指南》,最新的整合式電動卡車車橋採用單一電機,可提供高達300千瓦的功率,這表明這些標準組件的快速整合正在積極塑造動力傳動系統產業的未來。
電動和混合動力汽車動力傳動系統產業面臨的一大障礙是專用零件高昂的研發成本。設計電力傳動系統需要大量的工程資金投入,因為汽車製造商必須在有限的物理空間內精心整合電控系統和馬達。與傳統動力傳動系統相比,這種固有的複雜性推高了製造成本。而製造成本的增加反過來又直接導致車輛最終零售價格的上漲。
由此產生的溢價阻礙了消費者接受電動車,尤其是在價格敏感型經濟體中,購買決策很大程度上受初始成本影響。當昂貴的動力傳動系統零件使電動車價格高昂時,汽車需求就會停滯不前,直接導致汽車供應商的動力傳動系統訂單下降。美國全國汽車經銷商協會 (NADA) 的一份報告也印證了這一點,該報告指出,持續的價格負擔將使電池式電動車到 2025 年 11 月在美國新車銷量中的佔比僅為 5.1%。這種價格限制阻礙了市場滲透,並限制了動力傳動系統產業擴張所需的商業化進程。
動力傳動系統工程正經歷一場根本性的變革,其驅動力是轉向800伏特動力總成架構的轉變。傳統的400伏特系統在動力傳輸過程中面臨熱限制,從而限制了電動車的性能。而將工作電壓提高一倍,則可以降低電流,最大限度地減少能量損失和熱量產生。更高的電壓使得工程師可以使用更細的內部電纜,從而減輕動力總成的整體重量。 2025年9月,《Car and Driver》雜誌發表了一篇題為「2026款沃爾沃EX90將採用800伏系統實現電動車快速充電」的報道,重點介紹了這些結構上的改進。該報道指出,此次架構升級將峰值充電功率從250千瓦提升至350千瓦,並最佳化了機械動力傳輸。
另一個加速能量轉換效率提升的重要趨勢是動力傳動系統中碳化矽 (SiC) 功率電子裝置的應用。與傳統的矽元件不同,碳化矽半導體可在更高的電壓和溫度下工作,而不會出現明顯的熱劣化。將這種材料整合到牽引逆變器中,可提高開關頻率並縮小硬體尺寸,從而在無需更大電池容量的情況下延長續航里程。正如美國汽車工程師協會 (SAE) 在 2025 年 7 月發布的題為《動態目標:SiC 和 GaN 功率電子裝置的改進將如何重新定義電動車》的文章中所指出的,碳化矽逆變器的效率已超過 98.5%。相較之下,典型的矽逆變器效率為 97%,透過最大限度地減少能量損失來最大化動力傳動系統的輸出。
The Global Driveline Market for Electric & Hybrid Vehicle Market is projected to grow from USD 35.62 Billion in 2025 to USD 61.47 Billion by 2031 at a 9.52% CAGR. This market comprises the mechanical systems responsible for transferring power from engines and motors to the vehicle wheels. Growth is predominantly fueled by strict government emission policies, alongside increased manufacturer investments in electrification and a growing consumer appetite for eco-friendly transportation. Highlighting this trend, the European Automobile Manufacturers Association reported that battery electric vehicles made up 17.4 percent of new car registrations in the European Union in 2025, directly boosting the need for specialized powertrain architectures.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 35.62 Billion |
| Market Size 2031 | USD 61.47 Billion |
| CAGR 2026-2031 | 9.52% |
| Fastest Growing Segment | Battery Electric Vehicle |
| Largest Market | Asia Pacific |
Conversely, a major hurdle restricting market growth is the substantial development expense tied to specialized electric vehicle parts. The necessity of embedding motors and electronic control units into tight physical areas demands massive engineering funding. Consequently, these heightened production costs inflate the ultimate purchase price of the vehicles, deterring consumer adoption and stifling subsequent market progression within price-sensitive economies.
Market Driver
The Global driveline market for electric and hybrid vehicles is primarily driven by the rapidly increasing worldwide acceptance of these sustainable automobiles. Automotive producers are ramping up their manufacturing capabilities as buyers transition toward eco-friendly mobility solutions, creating a parallel need for the specialized powertrain components that deliver energy to the wheels. This is evidenced by an Argonne National Laboratory report from February 2026 in the 'Light Duty Electric Drive Vehicles Monthly Sales Updates', which noted that plug-in electric vehicles captured 9.1 percent of annual passenger vehicle sales in 2025. Additionally, massive financial commitments are strengthening the broader industry infrastructure, with the Environmental Defense Fund reporting that automakers announced $198 billion in 2025 toward United States electric vehicle and battery manufacturing facilities.
Market growth is further accelerated by technological advancements in integrated driveline and electric axle systems. Modern engineering solutions allow the transmission, inverter, and motor to be combined within a single compact housing, significantly reducing the overall vehicle weight and freeing up space for larger battery packs to extend driving range. These unified mechanisms simplify assembly processes and enhance the efficiency of power delivery. According to a July 2025 guide by Brogen EV Solution titled 'Electric Truck Axle Guide', modern integrated electric truck axles utilize single motors capable of delivering 300 kilowatts of peak power, illustrating how the rapid integration of these standard components actively shapes the trajectory of the powertrain sector.
Market Challenge
A prominent obstacle facing the electric and hybrid vehicle driveline industry is the exorbitant development expense linked to specialized components. Designing electric drivelines demands massive capital investments for engineering, as automakers must carefully integrate electronic control units and motors into constrained physical spaces. Compared to traditional powertrains, this inherent complexity raises production expenses. These elevated manufacturing costs subsequently cause a direct inflation in the final retail price of the automobile.
The resulting price premium hinders consumer adoption, particularly in price-sensitive economies where purchasing decisions depend heavily on upfront costs. When expensive driveline parts keep electric vehicles priced out of reach, vehicle demand stagnates, directly leading to fewer driveline orders for automotive suppliers. Illustrating this issue, the National Automobile Dealers Association reported that ongoing affordability pressures limited battery electric vehicles to just 5.1 percent of new vehicles sold in the United States during November 2025. Such pricing constraints restrict mainstream market penetration and limit the commercialization required to expand the driveline industry.
Market Trends
Powertrain engineering is experiencing a fundamental shift driven by the transition toward 800-volt driveline architectures. Traditional 400-volt systems encounter thermal limits during power transfer that restrict electric vehicle performance, whereas doubling the operating voltage reduces the electrical current to minimize energy loss and heat generation. This higher voltage allows engineers to utilize thinner internal cables, decreasing total driveline weight. Highlighting these structural enhancements, a September 2025 Car and Driver report titled '2026 Volvo EX90 Adopts an 800 Volt System for Faster EV Charging' noted that upgrading to this architecture elevated the peak charge rate from 250 to 350 kilowatts, successfully optimizing mechanical power delivery.
Another significant trend accelerating energy conversion efficiency is the adoption of silicon carbide power electronics within drivelines. Unlike conventional silicon components, silicon carbide semiconductors operate at higher voltages and temperatures without severe thermal degradation. Integrating this material into traction inverters facilitates higher switching frequencies while shrinking the hardware footprint, a miniaturization that extends driving ranges without requiring larger batteries. As noted by the Society of Automotive Engineers in July 2025 in 'Moving targets How improvements to SiC and GaN power electronics will redefine EV', silicon carbide inverters achieved over 98.5 percent efficiency, compared to typical silicon inverters at 97 percent, ensuring maximum powertrain output through minimized energy loss.
Report Scope
In this report, the Global Driveline Market for Electric & Hybrid Vehicle 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 Driveline Market for Electric & Hybrid Vehicle Market.
Global Driveline Market for Electric & Hybrid Vehicle 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: