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市場調查報告書
商品編碼
2046536
混合動力汽車動力傳動系統零件市場-全球產業規模、佔有率、趨勢、機會與預測:按車輛類型、推進系統、零件、地區和競爭格局分類,2021-2031年Hybrid Vehicle Powertrain Component Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Propulsion, By Component, By Region & Competition, 2021-2031F |
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全球混合動力汽車動力傳動系統總成零件市場預計將從 2025 年的 1,209.1 億美元大幅成長至 2031 年的 2,898.9 億美元,複合年成長率高達 15.69%。
該市場尤其關注雙動力系統所必需的關鍵專用硬體,包括內燃機、電動馬達、高壓電池組、變速箱和電力電子設備。這一成長的主要驅動力是日益嚴格的國際排放氣體法規,以及隨著美國從石化燃料汽車向純電動車轉型,消費者明顯傾向於選擇燃油效率更高的出行方式。為了反映這一不斷成長的需求,美國全國汽車經銷商協會 (NADA) 報告稱,到 2025 年,美國傳統混合動力汽車的銷量將達到 205 萬輛,同比成長 27.6%。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1209.1億美元 |
| 市場規模:2031年 | 2898.9億美元 |
| 複合年成長率:2026-2031年 | 15.69% |
| 成長最快的細分市場 | 搭乘用車 |
| 最大的市場 | 亞太地區 |
全球混合動力汽車動力傳動系統零件市場的主要驅動力是各大汽車製造商轉型為電動車產品線的策略。鑑於全面電氣化帶來的重大基礎設施挑戰,汽車製造商正積極調整生產設施,優先生產需要複雜雙驅動硬體的混合動力架構。這項轉型需要為高壓電池、專用變速箱和馬達等關鍵零件建立穩健的供應鏈。豐田汽車公司在2025年11月發布的題為「豐田將投資9.12億美元擴大混合動力汽車產能」的新聞稿中宣布,將投資9.12億美元用於其美國業務,以擴大混合動力變速驅動橋和引擎的產能,這標誌著行業重組的進程。如此龐大的資本投資將直接加速關鍵動力傳動系統零件的採購和技術進步,迫使供應商擴大生產規模以滿足日益嚴格的生產目標。同時,消費者對節能出行方式的需求不斷成長,尤其是在油價波動的情況下,也為市場發展提供了利好因素。由於運行成本更低且無需擔心續航里程,消費者越來越傾向於選擇混合模式。這推動了電力電子和耦合系統訂單的激增。強勁的銷售數據也印證了這一趨勢,例如福特汽車公司在其2025年第三季銷售報告中指出,2025年第三季混合動力汽車銷量創下55,177輛的紀錄。此外,混合動力汽車的普及並非僅限於北美;根據歐洲汽車製造商協會(ACEA)的數據,到2025年,混合動力汽車預計將佔整個歐盟汽車市場的34.6%,這凸顯了混合動力汽車在汽車行業轉型中的關鍵作用,以及由此帶來的對專用零部件需求的成長。
全球混合動力汽車動力傳動系統零件市場成長的主要障礙在於雙動力系統整合帶來的高成本和複雜性。與單一動力源車不同,混合動力汽車需要同時生產並複雜同步內燃機、電動馬達和高壓電池。這意味著製造商必須管理成本高且複雜的關鍵原料和半導體供應鏈,大幅增加生產成本。隨著這些投入成本的上升,維持價格競爭力變得越來越困難,導致利潤空間被壓縮,可用於業務大幅擴張的資金減少。這種經濟負擔直接阻礙了市場為應對不斷成長的需求而擴大營運規模的能力。無法有效吸收這些高成本也阻礙了長期製造舉措。德國汽車工業協會 (VDA) 發布的《2025 年報告》證實了這一點,該報告發現,由於成本結構缺乏競爭力以及商業環境惡化,80% 的中型汽車公司計劃推遲、遷移或取消投資。因此,該行業的生產能力停滯不前,阻礙了混合技術的採用,尤其是在價格敏感的地區。
隨著專用混合動力變速箱 (DHT) 系統的出現,市場正經歷重大的結構性轉變。這種系統摒棄了附加元件設計,將馬達完全整合到變速箱殼體內。以電動雙離合器變速箱 (eDCT) 為例,該架構的進步實現了無縫的扭矩混合和更緊湊的封裝,使其成為最佳化現代混合動力汽車平台空間的關鍵。製造商正致力於擴展專用生產線以適應這種整合,突破傳統通用變速箱的限制。例如,根據 Mobility Portal Europe 在題為「Stellantis 將在義大利生產 30 萬台混合動力變速箱」的報道,Stellantis 於 2025 年 2 月正式確認了這一戰略轉變。該公司宣布將在其泰爾莫利工廠本地生產 eDCT 模組,目標是年產 30 萬台,以滿足其不斷擴大的混合動力汽車產品線的需求。同時,為了顯著提高高壓逆變器的熱效率和功率密度,向碳化矽 (SiC) 功率電子裝置的重大轉變也正在進行中。與傳統的矽元件不同,碳化矽(SiC)技術能夠實現更高的開關頻率和更低的能量損耗,這對於延長插電式混合動力汽車的純電續航里程至關重要。這種日益成長的需求正迫使供應商將能夠處理更高電壓並同時最大限度地減輕系統重量的先進模組商業化。 2025年8月,蓋世汽車報道稱,舍弗勒已在其天津工廠開始量產900V碳化矽功率模組逆變器,並透過封裝改進實現了高達99.5%的驚人系統峰值效率。
The Global Hybrid Vehicle Powertrain Components Market is projected to expand significantly from USD 120.91 Billion in 2025 to USD 289.89 Billion by 2031, demonstrating a robust 15.69% Compound Annual Growth Rate. This market specifically covers critical specialized hardware, such as internal combustion engines, electric motors, high-voltage battery packs, transmissions, and power electronics, which are fundamental for dual-propulsion systems. This growth is predominantly driven by increasingly stringent international emission regulations and a clear consumer trend favoring fuel-efficient mobility options that serve as a transition between fossil fuel and fully electric vehicles. Reflecting this growing demand, conventional hybrid vehicle sales in the United States reached 2.05 million units in 2025, representing a 27.6% year-over-year increase, as reported by the National Automobile Dealers Association.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 120.91 Billion |
| Market Size 2031 | USD 289.89 Billion |
| CAGR 2026-2031 | 15.69% |
| Fastest Growing Segment | Passenger Car |
| Largest Market | Asia Pacific |
Market Driver
A key driver for the Global Hybrid Vehicle Powertrain Components Market is the strategic redirection of major automakers toward electrified vehicle portfolios. Acknowledging the substantial infrastructure challenges associated with full electrification, Original Equipment Manufacturers (OEMs) are proactively retooling their production facilities to prioritize hybrid architectures that demand intricate dual-propulsion hardware. This shift mandates the establishment of strong supply chains for crucial components like high-voltage batteries, specialized transmissions, and electric motors. Illustrating this industrial realignment, Toyota Motor Corporation announced in November 2025, through its 'Toyota Boosts Hybrid Production with $912 Million Investment' press release, a $912 million investment in its U.S. operations to expand the manufacturing capacity for hybrid transaxles and engines. These significant capital infusions directly foster the procurement and technological advancement of essential powertrain components, compelling suppliers to scale their operations to fulfill heightened production targets. Concurrently, the market benefits from increasing consumer demand for fuel-efficient mobility, particularly amidst fluctuating oil prices. Consumers are increasingly opting for hybrid models due to their lower operating costs and absence of range anxiety, which boosts high-volume orders for power electronics and coupling systems. This trend is substantiated by strong sales figures, such as Ford Motor Company's record sale of 55,177 hybrid vehicles in Q3 2025, reported in its 'Third Quarter 2025 Sales Report'. Furthermore, this surge in adoption extends beyond North America, with hybrid-electric models capturing 34.6% of the total European Union car market in 2025, according to the European Automobile Manufacturers' Association, highlighting their pivotal role in the ongoing automotive transition and the resulting demand for specialized components.
Market Challenge
A significant impediment to the growth of the Global Hybrid Vehicle Powertrain Components Market is the substantial cost and complexity involved in integrating dual-power systems. Unlike vehicles with a single propulsion source, hybrids necessitate the concurrent production and intricate synchronization of internal combustion engines, electric motors, and high-voltage batteries. This mandates manufacturers to navigate costly and complex supply chains for essential raw materials and semiconductors, leading to considerably elevated production overheads. As these input expenses rise, it becomes increasingly challenging to sustain competitive pricing, which in turn compresses profit margins and diminishes capital available for vital industrial expansion. This economic burden directly impedes the market's capacity to scale operations in response to increasing demand. The inability to effectively absorb these high costs discourages commitments to long-term manufacturing initiatives, as evidenced by the German Association of the Automotive Industry (VDA)'s 2025 report that 80% of medium-sized automotive companies planned to postpone, relocate, or cancel investments due to uncompetitive cost structures and worsening business conditions. As a result, the sector experiences stagnant production capacity, hindering the widespread adoption of hybrid technologies, especially in price-sensitive regions.
Market Trends
The market is witnessing a significant structural shift with the advent of Dedicated Hybrid Transmission (DHT) systems, where electric motors are now fully integrated within the gearbox housing, moving away from add-on designs. This architectural advancement, typified by electrified dual-clutch transmissions (eDCT), facilitates seamless torque blending and more compact packaging, crucial for optimizing space within contemporary hybrid vehicle platforms. Manufacturers are intensely scaling specialized production lines to support this integration, transcending conventional general-purpose transmissions. For example, Stellantis confirmed this strategic redirection in February 2025, as reported by Mobility Portal Europe in 'Stellantis to Produce 300,000 Hybrid Transmissions in Italy', by announcing localized manufacturing of eDCT modules at its Termoli facility, aiming for an annual output of 300,000 units to cater to its growing hybrid vehicle fleet. Concurrently, a critical transition is occurring towards Silicon Carbide (SiC) power electronics to significantly boost thermal efficiency and power density in high-voltage inverters. Distinct from traditional silicon components, SiC technology enables considerably higher switching frequencies and reduced energy losses, which are essential for extending the electric-only range of plug-in hybrids. This increasing demand is compelling suppliers to commercialize sophisticated modules capable of managing higher voltages while simultaneously minimizing system weight. Gasgoo reported in August 2025 that Schaeffler initiated mass production of its 900-volt silicon carbide power module inverters at its Tianjin plant, achieving an impressive peak system efficiency of 99.5% through enhanced packaging.
Report Scope
In this report, the Global Hybrid Vehicle Powertrain Components 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 Hybrid Vehicle Powertrain Components Market.
Global Hybrid Vehicle Powertrain Components 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: