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1736653

全球電動動力傳動系統市場：市場規模（按類型、車輛類型、零件和地區）、未來預測

Global Electric Powertrain Market Size By Type, By Vehicle Type (48V Mild Hybrid Vehicle, Battery Electric Vehicle ), By Component, By Geographic Scope and Forecast

出版日期: 2025年05月06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

電動動力傳動系統市場規模及預測

2024 年電動動力傳動系統市場規模為 857.1 億美元，預計到 2032 年將達到 2,117 億美元，2026 年至 2032 年的複合年成長率為 13.20%。

電動動力傳動系統是為電動車 (EV) 或混合動力車 (HEV) 的車輪產生動力並分配動力的整套系統。與使用汽油或柴油作為燃料的傳統內燃機汽車不同，電動動力傳動系統使用可充電電池供電的電動馬達。電動動力傳動系統由四個主要部件組成：電動馬達、電池組、電力電子設備和傳動系統。

電動動力傳動系統正在各行各業迅速普及，從根本上改變了交通和能源效率。在汽車產業，電動動力傳動系統常見於電動車 (EV)、混合動力電動車 (HEV) 和插電式油電混合車。與典型的內燃機相比，這些技術具有更高的燃油效率、更低的排放氣體和更卓越的性能。

隨著技術、效率和應用的重大進步，電動動力傳動系統的未來一片光明。持續的研發有望推動電池技術的進步，例如能夠提供更高能量密度、更快充電時間和更高安全性的固態電池。隨著世界各國政府實施更嚴格的排放法規並鼓勵使用清潔替代能源，對電動動力傳動系統的需求可能會持續成長。

全球電動動力傳動系統市場動態

影響全球電動動力傳動系統市場的主要市場動態是：

主要市場促進因素：

電動車 (EV) 需求不斷成長：環保意識的增強以及減少溫室氣體排放的需求，正在推動消費者對電動車的興趣。世界各國政府正在製定嚴格的污染法規，並提供扣除額和補貼等獎勵來推動電動車的普及。

電池技術的進步：電池技術的持續進步提升了電動動力傳動系統的性能、續航里程和價格。能量密度、充電速度和電池壽命的提升，使電動車對消費者更具吸引力。固態電池和其他下一代技術的發展可望進一步提升效率和安全性，從而推動市場成長。

政府措施與政策：世界各國政府正透過各種措施積極推動電動車的轉型。旨在減少二氧化碳排放的政策，例如排放目標和燃油經濟性標準，正在推動汽車製造商投資電動動力傳動系統。許多政府也設定了逐步淘汰內燃機的宏偉目標，為電動動力傳動系統的開發和廣泛應用創造了有利環境。

主要挑戰

成本高昂：電動動力傳動系統廣泛應用的主要障礙之一是電池及相關零件的高成本。儘管價格逐年下降，電動車 (EV) 的初始投資仍然高於傳統的內燃機汽車 (ICE)。

充電基礎設施有限：另一個主要問題是缺乏充足的充電基礎設施。許多人因為擔心續航里程或擔心在到達充電站之前耗盡電量而猶豫是否轉換用電動車。建立一個廣泛可靠的充電網路對於解決這些問題並鼓勵電動動力傳動系統的普及至關重要。

技術限制：儘管電池技術不斷進步，但與傳統汽車相比，電動動力傳動系統在能量密度、充電速度和整體效率方面仍然受到限制。目前的電池技術可能無法提供所需的續航里程或快速充電能力，這限制了市場接受度。

主要趨勢：

汽車電氣化程度不斷提高：隨著世界各國政府加強排放氣體法規並推動永續性，汽車電氣化進程正在加速。這一趨勢體現在電動車 (EV)、混合動力電動車 (HEV) 和插電式混合動力電動車 (PHEV) 產量的不斷成長。

電池技術的進步：電池技術的持續創新對於提升電動動力傳動系統的性能至關重要。固態電池、鋰矽電池和增強型電池管理系統正在提高能量密度、縮短充電時間並延長電池壽命。這些發展有助於緩解消費者的續航焦慮，使電動車更具吸引力。

再生能源來源的整合：再生能源來源融入電動動力傳動系統正變得越來越普遍。汽車製造商和能源公司正在探索利用太陽能和風力發電為電動車充電的方法，以協助打造更永續的生態系統。

An electric powertrain is the entire system that generates and distributes power to the wheels of electric vehicles (EVs) and hybrid electric vehicles (HEVs). Unlike conventional internal combustion engine vehicles which run on gasoline or diesel, electric powertrains use electric motors driven by rechargeable batteries. An electric powertrain is made up of four main components: the electric motor, battery pack, power electronics, and the transmission system.

Electric powertrains are quickly finding applications in a variety of industries, radically changing transportation and energy efficiency. In the automotive industry, electric powertrains are generally found in electric cars (EVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles. When compared to typical internal combustion engines, these technologies provide higher fuel efficiency, lower emissions, and better performance.

The future of electric powertrains is bright with major advances in technology, efficiency, and applications. Continued research and development are likely to result in advances in battery technology such as solid-state batteries, which can provide higher energy densities, faster charging times, and increased safety. As governments throughout the world impose stronger emission rules and incentivize the use of clean energy alternatives, the demand for electric powertrains will grow.

Global Electric Powertrain Market Dynamics

The key market dynamics that are shaping the global electric powertrain market include:

Key Market Drivers:

Rising Demand for Electric Vehicles (EVs): Consumer interest in electric vehicles has increased as people become more conscious of environmental issues and the need to minimize greenhouse gas emissions. Governments throughout the world are enacting strict pollution restrictions and offering incentives for EV adoption, including tax credits and subsidies.

Battery Technology Advancements: Continuous progress in battery technology improves electric powertrain performance, range, and price. Improvements in energy density, charging speed, and battery longevity make electric vehicles more appealing to buyers. The development of solid-state batteries and other next-generation technologies promises even improved efficiency and safety which will fuel market growth.

Government Initiatives and Policies: Governments around the world are actively pushing the transition to electric mobility through a variety of initiatives. Policies aimed at lowering carbon footprints such as emissions objectives and fuel economy standards, are driving automakers to invest in electric powertrains. Many governments have also set ambitious targets for phasing out internal combustion engines creating a conducive atmosphere for electric powertrain development and adoption.

Key Challenges:

High Costs: One of the major impediments to the widespread adoption of electric powertrains is the high cost of batteries and related components. Although prices have dropped over the years, the initial investment for electric cars (EVs) is still more than for regular internal combustion engine (ICE) vehicles.

Limited Charging Infrastructure: Another major issue is a lack of suitable charging infrastructure. Many people are hesitant to switch to EVs because they are concerned about range anxiety or the possibility of running out of energy before reaching a charging station. Creating a broad and reliable charging network is critical to alleviating these concerns and encouraging the use of electric powertrains.

Technological Constraints: While battery technology advances, electric powertrains continue to have constraints in terms of energy density, charging speed, and overall efficiency when compared to conventional vehicles. Current battery technology may not offer the same range or quick refilling capabilities limiting market acceptability.

Key Trends:

Increased Vehicle Electrification: As governments around the world impose stronger emission restrictions and promote sustainability, vehicle electrification is accelerating. This trend is reflected in the increased production of electric cars (EVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles (PHEVs).

Advancements in Battery Technology: Continuous battery technology innovation is critical to increasing the performance of electric powertrains. Solid-state batteries, lithium-silicon batteries, and enhanced battery management systems are improving energy density reducing charging times, and extending battery life. These developments assist in reducing range anxiety among consumers and make electric vehicles more desirable.

Integration of Renewable Energy Sources: The incorporation of renewable energy sources into electric powertrains is becoming more common. Automakers and energy companies are looking at ways to use solar and wind energy to charge electric vehicles helping to create a more sustainable ecosystem.

Global Electric Powertrain Market Regional Analysis

Here is a more detailed regional analysis of the global electric powertrain market:

North America:

The North American electric powertrain market is primarily driven by strict emissions laws and rising consumer demand for electric vehicles (EVs). This supremacy stems mostly from the region's well-established automobile sector, robust charging infrastructure, and supporting government policies encouraging the use of renewable energy technologies. Implementing severe pollution rules is a primary driver for the North American electric powertrain market.

According to the US Environmental Protection Agency (EPA), transportation accounts for 29% of total greenhouse gas emissions in the United States. In response, the US government has set a target of 50% electric car sales by 2030. According to the U.S. Department of Transportation's National Household Travel Survey, 95% of car travel in the United States is less than 30 miles, which is well within the range of most modern electric vehicles.

Asia Pacific:

The Asia Pacific region is experiencing the highest development in the electric powertrain industry, owing to rigorous environmental laws, government incentives, and rapidly expanding EV adoption. This rapid growth is driven by the region's high population, urbanization tendencies, and intense government push for sustainable transportation alternatives. This has resulted in a spike in EV sales, with the China Passenger Car Association estimating that NEV sales will reach 6.89 million units in 2023, a 93.4% rise year on year.

According to the Korea Automobile Manufacturers Association, this strategy has helped to drive a 52% year-on-year increase in EV sales in 2023. According to Australia's Electric Vehicle Council, EV sales will increase by 65% in 2023, thanks in large part to the government's plan to invest AUD 250 million in charging infrastructure. Another aspect is the region's rising urbanization, with the United Nations Economic and Social Commission for Asia and the Pacific forecasting that by 2026, half of the region's population will live in cities, increasing the need for efficient and clean transportation options.

Global Electric Powertrain Market: Segmentation Analysis

The Global Electric Powertrain Market is segmented based on Type, Vehicle Type, Component, and Geography.

Electric Powertrain Market, By Type

Series Hybrid Powertrain
Parallel Hybrid Powertrain
MHEV Powertrain
BEV Powertrain
Others

Based on the Type, the Global Electric Powertrain Market is bifurcated into Series Hybrid Powertrain, Parallel Hybrid Powertrain, MHEV Powertrain, BEV Powertrain, and Others. The Battery Electric Vehicle (BEV) powertrain is the dominant segment in the global electric powertrain market. This dominance stems from the growing consumer preference for fully electric vehicles due to their zero-emission benefits, lower operating costs, and advancements in battery technology. As governments worldwide implement stricter emissions regulations and offer incentives for EV adoption, BEVs are increasingly seen as a sustainable alternative to traditional internal combustion engines. Furthermore, significant investments in charging infrastructure and battery research have enhanced the appeal of BEVs allowing for longer ranges and shorter charging times.

Electric Powertrain Market, By Vehicle Type

48V Mild Hybrid Vehicle (MHEV)

Battery Electric Vehicle (BEV)
Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV)

Based on the Vehicle Type, the Global Electric Powertrain Market is bifurcated into 48V Mild Hybrid Vehicle (MHEV), Battery Electric Vehicle (BEV), Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV). The Battery Electric Vehicle (BEV) segment is the dominant category in the global electric powertrain market. This dominance is driven by the increasing consumer preference for fully electric vehicles due to their zero tailpipe emissions, lower operational costs, and advancements in battery technology that enhance range and performance. Government incentives and stringent emissions regulations further support BEV adoption, making them a key focus for manufacturers investing in electrification. While 48V Mild Hybrid Vehicles (MHEVs) and Hybrid & Plug-In Hybrid Vehicles (HEV/PHEVs) are important for transitional technologies, they typically offer a limited electric-only range and still rely on internal combustion engines.

Electric Powertrain Market, By Component

Controller
DC/AC Inverter
DC/DC Converter
Motor
Others

Based on the Component, the Global Electric Powertrain Market is bifurcated into Controller, DC/AC Inverter, DC/DC Converter, Motor, and Others. The motor component is the dominant segment of the global electric powertrain market. This dominance is primarily due to the crucial role motors play in converting electrical energy into mechanical energy, driving the vehicle's wheels, and ensuring optimal performance. As electric vehicles (EVs) gain popularity, advancements in motor technology such as improved efficiency and torque density have further enhanced their importance. Additionally, the increasing demand for high-performance EVs has led manufacturers to focus on developing powerful, lightweight motors that can deliver better acceleration and range.

Electric Powertrain Market, By Geography

North America
Europe
Asia Pacific
Rest of the world

Based on Geography, the Global Electric Powertrain Market is classified into North America, Europe, Asia Pacific, and the Rest of the world. Asia Pacific is the dominant region in the global electric powertrain market, primarily due to its leading position in electric vehicle (EV) production and sales. Countries like China, Japan, and South Korea are at the forefront of EV technology driven by strong government support, substantial investments in charging infrastructure, and a growing consumer preference for sustainable transportation. China, in particular, has emerged as the largest market for electric vehicles, significantly boosting demand for electric powertrains. Additionally, Asia Pacific is home to key manufacturers and suppliers of batteries and components further enhancing its market dominance.

Key Players

The "Global Electric Powertrain Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Robert Bosch GmbH, Mitsubishi Electric Corp., Magna International Inc., Continental AG, Hitachi Astemo Ltd., BorgWarner Inc., ZF Friedrichshafen AG, Valeo, Nidec Corporation, Schaeffler AG, Cummins Inc., Dana Incorporated, GKN Plc, and Eaton Corporation.

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 Electric Powertrain Market Key Developments

In July 2024, Volkswagen received the Automotive INNOVATIONS Award 2024 for being the most inventive volume brand in electric propulsion. This award is given out annually by the Center of Automotive Management (CAM). CAM complimented Volkswagen for its extensive developments in electric mobility technologies. Better range, improved power usage, and increased charging capacity are among the most significant enhancements.
In June 2024, Marelli won a critical contract from a major global carmaker to supply the Battery Thermal Plate (BTP) for forthcoming Battery Electric Vehicles (BEVs). Marelli designed and will manufacture this technology, which is critical for managing thermal energy in electric vehicles. Marelli will supply about 5 million units beginning in 2024 and continuing for the duration of the contract.

1 INTRODUCTION TO GLOBAL ELECTRIC POWERTRAIN MARKET

1.1 Overview 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 ELECTRIC POWERTRAIN MARKET OUTLOOK

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

5 GLOBAL ELECTRIC POWERTRAIN MARKET, BY TYPE

5.1 Overview
5.2 Series Hybrid Powertrain
5.3 Parallel Hybrid Powertrain
5.4 MHEV Powertrain
5.5 BEV Powertrain
5.6 Others

6 GLOBAL ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE

6.1 Overview
6.2 48V Mild Hybrid Vehicle (MHEV)
6.3 Battery Electric Vehicle (BEV)
6.4 Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV)

7 GLOBAL ELECTRIC POWERTRAIN MARKET, BY COMPONENT

7.1 Overview
7.2 Controller
7.3 DC/AC Inverter
7.4 DC/DC Converter
7.5 Motor
7.6 Others

8 GLOBAL ELECTRIC POWERTRAIN MARKET, BY GEOGRAPHY

8.1 Overview
8.2 North America
- 8.2.1 The U.S.
- 8.2.2 Canada
- 8.2.3 Mexico
8.3 Europe
- 8.3.1 Germany
- 8.3.2 The 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 ELECTRIC POWERTRAIN MARKET COMPETITIVE LANDSCAPE

9.1 Overview
9.2 Company Market Ranking
9.3 Key Development Strategies

10 COMPANY PROFILES

10.1 Bosch
- 10.1.1 Overview
- 10.1.2 Financial Performance
- 10.1.3 Product Outlook
- 10.1.4 Key Developments
10.2 Mitsubishi Electric
- 10.2.1 Overview
- 10.2.2 Financial Performance
- 10.2.3 Product Outlook
- 10.2.4 Key Developments
10.3 Magna Corporation
- 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 Dana Incorporated
- 10.5.1 Overview
- 10.5.2 Financial Performance
- 10.5.3 Product Outlook
- 10.5.4 Key Developments
10.6 Borgwarner
- 10.6.1 Overview
- 10.6.2 Financial Performance
- 10.6.3 Product Outlook
- 10.6.4 Key Developments
10.7 Valeo Group
- 10.7.1 Overview
- 10.7.2 Financial Performance
- 10.7.3 Product Outlook
- 10.7.4 Key Developments
10.8 Denso Corporation
- 10.8.1 Overview
- 10.8.2 Financial Performance
- 10.8.3 Product Outlook
- 10.8.4 Key Developments
10.9 Hitachi
- 10.9.1 Overview
- 10.9.2 Financial Performance
- 10.9.3 Product Outlook
- 10.9.4 Key Developments
10.10 ZF Friedrichshafen
- 10.10.1 Overview
- 10.10.2 Financial Performance
- 10.10.3 Product Outlook
- 10.10.4 Key Developments