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汽車零件

市場調查報告書

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1732165

全球汽車變速箱市場規模：按變速箱類型、車輛類型、燃料類型、地區、預測

Global Automotive Transmission Market Size By Transmission Type, By Vehicle Type, By Fuel Type, By Geographic Scope And Forecast

出版日期: 2025年04月29日 | 出版商:

Verified Market Research | 英文 202 Pages | 商品交期: 2-3個工作天內

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簡介目錄

汽車變速箱市場規模及預測

2024 年全球汽車變速箱市場規模為 2,262.3 億美元，預計到 2032 年將達到 3,408.7 億美元，2026 年至 2032 年的複合年成長率為 5.80%。

汽車變速箱是汽車的關鍵部件，它透過將動力傳輸至車輪，使引擎能夠在特定的速度範圍內高效運轉。內燃機汽車與電動車不同，引擎在沒有輔助的情況下無法全速運轉。

變速箱可以是手動的，也可以是自動的，它在讓您以各種速度行駛的同時保持引擎性能在最佳範圍內發揮著重要作用。

特別是自動變速箱，由於其方便性而成為許多駕駛員的首選，因為它們無需駕駛員輸入即可自動換檔。

最常見的類型是靜液壓自動變速箱，它使用扭矩轉換器、靜液壓控制設備和行星齒輪組的組合來管理動力的傳輸。扭矩轉換器取代了手排變速箱中使用的離合器，並利用流體動態來確保齒輪之間的平穩過渡。

全球汽車變速箱市場動態

影響全球汽車變速箱市場的關鍵市場動態是：

關鍵市場促進因素

轉向電動車 (EV) 和混合模式：向電氣化的轉變正在重塑汽車變速箱市場，並需要新的創新變速箱系統。國際能源總署（IEA）預測，2022年全球電動車銷量將達到1,000萬輛，較2021年成長55%。國際能源總署也預測，到2032年，電動車將佔全球新車銷量的60%。

對省油車的需求不斷增加：消費者對省油車的偏好正在推動先進傳動系統的發展，以最佳化引擎性能並降低燃料消費量。根據美國環保署（EPA）的報告，美國2021年新車的平均燃油經濟性達到了每加侖25.7英里的歷史新高。根據歐洲汽車工業協會（ACEA）的數據，2020年歐盟新乘用車的二氧化碳排放與2019年相比下降了12%，這部分歸功於傳動技術的改進。

自動手排變速箱 (AMT) 技術的進步：AMT 系統日益普及，其性能和效率達到平衡，促進了市場成長。

更嚴格的排放氣體和燃油經濟性標準：日益嚴格的法規迫使製造商開發更有效率的傳動系統。歐盟 (EU) 的二氧化碳排放標準要求從 2021 年起，所有新車的所有車型的二氧化碳排放量平均達到 95 克/公里。在美國，國家公路交通安全管理局（NHTSA）和環保署（EPA）制定了企業平均燃油經濟性（CAFE）標準，要求到2026年所有乘用車和輕型卡車的平均燃油經濟性達到約49mpg。

主要挑戰

製造和維護成本更高：先進的傳動系統更加複雜，這意味著更高的製造和維護成本。根據美國勞工統計局的數據，2020 年汽車服務技術人員的平均時薪為 22.54 美元，這反映了維護複雜傳動系統所需的專業技能。

轉向電動車 (EV)：雖然向電動車的轉變正在推動某些領域的創新，但它也對傳統變速箱市場造成了限制，因為許多電動車不需要複雜的多速變速箱。根據國際能源總署（IEA）的報告，2021年全球電動車銷量將達660萬輛，較2020年成長108%。根據彭博新能源財經（BloombergNEF）預測，到2040年，電動車將佔全球新乘用車銷量的58%，這可能會萎縮傳統變速箱的市場。

供應鏈中斷：全球供應鏈問題正在影響汽車產業，包括變速箱製造商。根據歐洲汽車工業協會（ACEA）的報告，2021年歐盟新車註冊量較2020年下降2.4%，部分原因是供應鏈問題影響了零件的供應。根據IHS Markit統計，光是半導體短缺就導致2021年全球輕型車產量下降1,130萬輛。

更重視輕型車：汽車產業正在努力減輕車輛重量以提高燃油效率，但這有時會與使用複雜而沉重的傳動系統相衝突。美國環保署（EPA）報告稱，將車輛重量減輕10％可使燃油經濟性提高6-8％。

主要趨勢

對再製造變速箱的需求不斷成長：隨著車輛使用壽命的延長和維修成本的上升，對再製造變速箱的需求也不斷增加。根據美國國際貿易委員會預測，包括變速箱在內的美國再製汽車零件市場規模預計在2021年將達到71億美元，2022年至2032年的複合年成長率為3.2%。歐洲再製造網路估計，歐洲汽車再製造業年產值約74億歐元，變速箱是其中的關鍵零件。

轉向電動變速箱：汽車行業擴大採用電動變速箱來滿足更嚴格的排放氣體法規並提高燃油經濟性。國際能源總署（IEA）的報告顯示，到2022年，電動車銷量（包括全電動汽車和插電式混合動力汽車）將佔全球新車銷量的14%，高於2021年的9%。

將先進技術融入傳動系統：製造商正在將人工智慧和物聯網等智慧技術融入傳動系統，以提高效能和預測性維護。

無段變速箱 (CVT) 的興起：CVT 技術因其能夠提高燃油經濟性並提供更平穩的駕駛體驗而越來越受歡迎。日本是CVT的主要市場之一，日本汽車工業協會（JAMA）報告稱，2020年銷售的新乘用車中約有60%將配備CVT。

An automotive transmission is a key component in vehicles that allows the engine to operate efficiently within a specific speed range by transmitting power to the wheels. In internal combustion engine vehicles, unlike electric cars, the engine cannot operate across the entire speed spectrum without assistance.

The transmission, which can either be manual or automatic, is crucial in ensuring that the vehicle can travel at various speeds while keeping the engine's performance within its optimal range.

Automatic transmissions, in particular, have become the preferred choice for many drivers due to their convenience, as they automatically shift gears without the need for driver input.

The most common type is the hydraulic automatic transmission, which relies on a combination of a torque converter, hydraulic controls, and a planetary gear set to manage the transfer of power. The torque converter replaces the clutch used in manual transmissions and ensures smooth transitions between gears by using fluid dynamics.

Global Automotive Transmission Market Dynamics

The key market dynamics that are shaping the global automotive transmission market include:

Key Market Drivers

Transition to Electric Vehicles (EVs) and Hybrid Models: The shift towards electrification is reshaping the automotive transmission market, requiring new and innovative transmission systems. According to the International Energy Agency (IEA), global electric car sales reached 10 million in 2022, a 55% increase from 2021. The IEA also projects that EVs will account for 60% of new car sales globally by 2032.

Increasing Demand for Fuel-Efficient Vehicles: Consumer preference for fuel-efficient vehicles is driving the development of advanced transmission systems that optimize engine performance and reduce fuel consumption. The U.S. Environmental Protection Agency (EPA) reports that the average fuel economy for new 2021 model-year vehicles in the U.S. reached a record high of 25.7 miles per gallon. According to the European Automobile Manufacturers Association (ACEA), CO2 emissions from new passenger cars in the EU decreased by 12% in 2020 compared to 2019, partly due to improved transmission technologies.

Advancements in Automated Manual Transmission (AMT) Technology: The growing popularity of AMT systems, which offer a balance between performance and efficiency, is contributing to market growth.

Stringent Emission Norms and Fuel Economy Standards: Increasingly strict regulations are pushing manufacturers to develop more efficient transmission systems. The European Union's CO2 emission standards require a fleet-wide average of 95g CO2/km for new cars from 2021 onwards, as reported by the European Commission. In the United States, the National Highway Traffic Safety Administration (NHTSA) and EPA have set Corporate Average Fuel Economy (CAFE) standards that require an industry-wide fleet average of approximately 49 mpg for passenger cars and light trucks by 2026.

Key Challenges

High Manufacturing and Maintenance Costs: The advanced transmission systems are more complex, leading to higher production and maintenance costs. The U.S. Bureau of Labor Statistics reports that the average hourly wage for automotive service technicians and mechanics was $22.54 in 2020, reflecting the specialized skills required for maintaining complex transmission systems.

Shift Towards Electric Vehicles (EVs): While the transition to EVs is driving innovation in some areas, it's also a restraint for traditional transmission markets as many EVs don't require complex multi-speed transmissions. The International Energy Agency (IEA) reports that global EV sales reached 6.6 million in 2021, a 108% increase from 2020. According to Bloomberg NEF, EVs are projected to account for 58% of new passenger car sales globally by 2040, potentially reducing the market for traditional transmissions.

Supply Chain Disruptions: Global supply chain issues have impacted the automotive industry, including transmission manufacturers. The European Automobile Manufacturers Association (ACEA) reported that in 2021, new car registrations in the EU fell by 2.4% compared to 2020, partly due to supply chain issues affecting component availability. According to IHS Markit, global light vehicle production in 2021 was reduced by 11.3 million units due to semiconductor shortages alone.

Increasing Focus on Lightweight Vehicles: The automotive industry's push for lighter vehicles to improve fuel efficiency can sometimes conflict with the use of complex, heavier transmission systems. The U.S. Environmental Protection Agency (EPA) reports that reducing a vehicle's weight by 10% can improve fuel economy by 6-8%.

Key Trends

Growing Demand for Remanufactured Transmissions: The increasing lifespan of vehicles and rising repair costs are driving the demand for remanufactured transmissions. According to the United States International Trade Commission, the U.S. remanufactured automotive parts market, including transmissions, was valued at $7.1 billion in 2021, with a projected CAGR of 3.2% from 2022 to 2032. The European Remanufacturing Network estimates that the automotive remanufacturing sector in Europe is worth €7.4 billion annually, with transmissions being a significant component.

Shift Towards Electrified Transmissions: The automotive industry is increasingly adopting electrified transmissions to meet stricter emission norms and improve fuel efficiency. The International Energy Agency (IEA) reports that in 2022, electric car sales (including full electric and plug-in hybrids) accounted for 14% of all new car sales globally, up from 9% in 2021.

Integration of Advanced Technologies in Transmissions: Manufacturers are incorporating smart technologies like AI and IoT into transmission systems for improved performance and predictive maintenance.

Continuous Variable Transmission (CVT) Gaining Traction: CVT technology is becoming increasingly popular due to its ability to provide better fuel efficiency and a smoother driving experience. In Japan, one of the leading markets for CVT, about 60% of new passenger vehicles sold in 2020 were equipped with CVT, as reported by the Japan Automobile Manufacturers Association (JAMA).

Global Automotive Transmission Market Regional Analysis

Here is a more detailed regional analysis of the global automotive transmission market:

North America

North America substantially dominates the Global Automotive Transmission Market owing to the rapid adoption of electric vehicles (EVs). The increasing adoption of EVs in North America is driving demand for specialized EV transmissions and gearboxes.

According to the U.S. Department of Energy, EV sales in the United States nearly doubled from 308,000 in 2020 to 608,000 in 2021. The Edison Electric Institute reports that EV sales in the U.S. are projected to exceed 26.4 million units by 2032, accounting for about 10% of the total vehicle fleet on U.S. roads.

Strict regulations are pushing manufacturers to develop more efficient transmission systems. The U.S. Environmental Protection Agency (EPA) and National Highway Traffic Safety Administration (NHTSA) have set Corporate Average Fuel Economy (CAFE) standards requiring an industry-wide fleet average of approximately 49 mpg for passenger cars and light trucks by 2026.

According to the EPA, the average fuel economy for new 2021 model-year vehicles in the U.S. reached a record high of 25.7 miles per gallon, driven in part by advancements in transmission technology.

North American consumers show a strong preference for automatic transmissions, driving market growth. The U.S. Department of Energy reports that the market share of manual transmissions in new vehicles has dropped from 35% in 1980 to less than 2% in 2020.

Automotive manufacturers in North America are heavily investing in research and development of advanced transmission systems. The U.S. Department of Energy has invested over $300 million in advanced vehicle technologies research, including transmission systems, through its Vehicle Technologies Office in fiscal year 2021.

According to a report by the American Automotive Policy Council, U.S. automakers invest an average of $1,200 in R&D for every vehicle they produce, with a significant portion dedicated to powertrain and transmission technologies.

Asia Pacific

Asia Pacific is anticipated to witness the fastest growth in the global automotive transmission market during the forecast period owing to the robust automotive manufacturing base in the region.

The strong manufacturing capabilities in the Asia Pacific region provide a significant advantage in the Automotive Transmission Market. According to the International Organization of Motor Vehicle Manufacturers (OICA), China alone produced 26.08 million motor vehicles in 2021, accounting for 32.5% of global production.

The Japan Automobile Manufacturers Association (JAMA) reports that Japan produced 7.85 million motor vehicles in 2021, with a significant portion equipped with locally manufactured transmissions.

The increasing adoption of EVs in the region is driving demand for specialized EV transmissions. China Association of Automobile Manufacturers (CAAM) reports that NEV (New Energy Vehicle) sales in China reached 6.89 million units in 2022, a 93.4% increase year-on-year. According to the International Energy Agency (IEA), electric car sales in China are projected to reach 9 million units in 2032, accounting for 40% of the global EV market.

Increasing disposable income in many Asia Pacific countries is driving automotive sales, consequently boosting the transmission market. The World Bank reports that GDP per capita in East Asia and the Pacific region grew from $10,243 in 2010 to $14,687 in 2021, indicating rising disposable incomes. According to OICA, vehicle sales in the Asia-Oceania region increased from 35.7 million units in 2020 to 37.8 million units in 2021, despite global supply chain challenges.

Supportive government policies and stringent emission norms are driving innovation in transmission technologies. China's Ministry of Industry and Information Technology announced plans to raise the New Energy Vehicle (NEV) sales share to 20% of all new car sales by 2025.

India's Ministry of Heavy Industries reports that under the FAME-II scheme, the government has allocated INR 10,000 crore (approximately $1.3 billion) to promote electric and hybrid vehicle adoption, indirectly boosting the market for advanced transmissions.

Global Automotive Transmission Market: Segmentation Analysis

The Global Automotive Transmission Market is segmented based on Transmission Type, Vehicle Type, Fuel Type, And Geography.

Automotive Transmission Market, By Transmission Type

Manual Transmission
Dual Clutch Transmission
Continuously Variable Transmission
Automatic Transmission
Automated Manual Transmission

Based on Transmission Type, the Global Automotive Transmission Market is bifurcated into Manual Transmission, Dual Clutch Transmission, Continuously Variable Transmission, Automatic Transmission, and Automated Manual Transmission. The manual transmission segment significantly dominates the global automotive transmission market driven by the increasing demand for fuel-efficient transmission systems. The shift from manual to automated driving systems is creating significant commercial opportunities, particularly in the automated manual transmission (AMT) market, as it offers enhanced efficiency and convenience for drivers.

Automotive Transmission Market, By Vehicle Type

Passenger Cars
LCVs
HCVs
Electric Vehicles

Based on Vehicle Type, the Global Automotive Transmission Market is bifurcated into Passenger Cars, LCVs, HCVs, and Electric Vehicles. The passenger cars segment significantly dominates the global automotive transmission market driven by road infrastructure and fluctuating fuel prices influence the demand for these vehicles. As the economic outlook improves in developing countries, the demand for passenger cars is expected to rise.

Automotive Transmission Market, By Fuel Type

Gasoline
Diesel

Based on Fuel Type, the Global Automotive Transmission Market is bifurcated into Gasoline and Diesel. The Diesel segment dominates in the global automotive transmission market, driven by advancements in diesel engines with emission control technologies and the introduction of ultra-low sulfur fuel. Diesel engines are more efficient and emit less gas compared to gasoline counterparts. Growing demand for gasoline in countries like the U.S., China, and India is expected to boost the segment's growth.

Automotive Transmission Market, By Geography

North America
Europe
Asia Pacific
Rest of the world

Based on Geography, the Global Automotive Transmission Market is classified into North America, Europe, Asia Pacific, and the Rest of the World. North America substantially dominates the Global Automotive Transmission Market owing to the rapid adoption of electric vehicles (EVs). The increasing adoption of EVs in North America is driving demand for specialized EV transmissions and gearboxes. According to the U.S. Department of Energy, EV sales in the United States nearly doubled from 308,000 in 2020 to 608,000 in 2021. The Edison Electric Institute reports that EV sales in the U.S. are projected to exceed 26.4 million units by 2032, accounting for about 10% of the total vehicle fleet on U.S. roads.

Key Players

The "Global Automotive Transmission Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Aisin Seiki Company Ltd., GKN PLC, ZF Friedrichshafen AG, Continental AG, Magna International, Inc., Borgwarner, Inc., and Eaton Corporation PLC.

This section offers in-depth analysis through a company overview, position analysis, the regional and industrial footprint of the company, and the ACE matrix for insightful competitive analysis. The section also provides an exhaustive analysis of the financial performances of mentioned players in the given market.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

Global Automotive Transmission Market Key Developments

In March 2021, Continental Expands its Engineering Services in Three Locations Continental Engineering Services (CES) will open three new branches in Germany, England, and Italy. It will prioritize the integration and development of modern driver assistance technologies.
In December 2020, LG Electronics announced a joint venture with Magna International Inc. announced the formation of a joint venture to manufacture vehicle motors, inverters, and plate chargers

1 INTRODUCTION OF GLOBAL AUTOMOTIVE TRANSMISSION MARKET

1.1 Introduction of the Market
1.2 Scope of Report
1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

3.1 Data Mining
3.2 Validation
3.3 Primary Interviews
3.4 List of Data Sources

4 GLOBAL AUTOMOTIVE TRANSMISSION MARKET OUTLOOK

4.1 Overview
4.2 Market Dynamics
- 4.2.1 Drivers
- 4.2.2 Restraints
- 4.2.3 Opportunities
4.3 Porters Five Force Model
4.4 Value Chain Analysis

5 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY TRANSMISSION TYPE

5.1 Overview
5.2 Manual Transmission
5.3 Dual Clutch Transmission
5.4 Continuously Variable Transmission
5.5 Automatic Transmission
5.6 Automated Manual Transmission

6 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY VEHICLE TYPE

6.1 Overview
6.2 Passenger Cars
6.3 LCVs
6.4 HCVs
6.5 Electric Vehicle

7 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY FUEL TYPE

7.1 Overview
7.2 Gasoline
7.3 Diesel
7.4 Others

8 GLOBAL AUTOMOTIVE TRANSMISSION MARKET, BY GEOGRAPHY

8.1 Overview
8.2 North America
- 8.2.1 U.S.
- 8.2.2 Canada
- 8.2.3 Mexico
8.3 Europe
- 8.3.1 Germany
- 8.3.2 U.K.
- 8.3.3 France
- 8.3.4 Rest of Europe
8.4 Asia Pacific
- 8.4.1 China
- 8.4.2 Japan
- 8.4.3 India
- 8.4.4 Rest of Asia Pacific
8.5 Rest of the World
- 8.5.1 Latin America
- 8.5.2 Middle East & Africa

9 GLOBAL AUTOMOTIVE TRANSMISSION MARKET COMPETITIVE LANDSCAPE

9.1 Overview
9.2 Company Market Ranking
9.3 Key Development Strategies

10 COMPANY PROFILES

10.1 Aisin Seiki Company Ltd.
- 10.1.1 Overview
- 10.1.2 Financial Performance
- 10.1.3 Product Outlook
- 10.1.4 Key Developments
10.2 GKN PLC
- 10.2.1 Overview
- 10.2.2 Financial Performance
- 10.2.3 Product Outlook
- 10.2.4 Key Developments
10.3 ZF Friedrischschafen AG
- 10.3.1 Overview
- 10.3.2 Financial Performance
- 10.3.3 Product Outlook
- 10.3.4 Key Developments
10.4 Continental AG
- 10.4.1 Overview
- 10.4.2 Financial Performance
- 10.4.3 Product Outlook
- 10.4.4 Key Developments
10.5 Magna International Inc.
- 10.5.1 Overview
- 10.5.2 Financial Performance
- 10.5.3 Product Outlook
- 10.5.4 Key Developments
10.6 Borgwarner Inc.
- 10.6.1 Overview
- 10.6.2 Financial Performance
- 10.6.3 Product Outlook
- 10.6.4 Key Developments
10.7 Eaton Corporation PLC
- 10.7.1 Overview
- 10.7.2 Financial Performance
- 10.7.3 Product Outlook
- 10.7.4 Key Developments
10.8 JATCO Ltd.
- 10.8.1 Overview
- 10.8.2 Financial Performance
- 10.8.3 Product Outlook
- 10.8.4 Key Developments
10.9 Schaeffler AG
- 10.9.1 Overview
- 10.9.2 Financial Performance
- 10.9.3 Product Outlook
- 10.9.4 Key Developments
10.10 Allison Transmission Inc.
- 10.10.1 Overview
- 10.10.2 Financial Performance
- 10.10.3 Product Outlook
- 10.10.4 Key Developments