|  | 市場調查報告書 商品編碼 1846052 全球電動汽車馬達市場:按馬達類型、馬達額定功率、車輛類型、區域範圍和預測Global Electric Motors for Electric Vehicle Market By Motor Type, By Motor Power Rating, By Vehicle Type, By Geographic Scope and Forecast | ||||||
預計 2024 年電動車電動馬達市場價值將達到 4,691 億美元,到 2031 年將達到 3,1151 億美元,2024 年至 2031 年的複合年成長率為 26.70%。
電動車 (EV) 的電動馬達是一種將電能轉換為機械能的裝置,用於驅動車輪並驅動車輛。這些電動馬達是電動車運作的關鍵部件,取代了傳統汽車中的內燃機。
電動馬達用於各種電動車,包括純電動車、插電式混合動力電動車和混合動力電動車,在從乘用車到商用車的廣泛應用中發揮著至關重要的作用,具有零排放、提高效率和平穩加速等優點。
電動車馬達的未來前景光明,其技術正在不斷進步,以提高效率、降低成本並提升功率密度。固態電池和智慧逆變器整合等新技術有望進一步最佳化馬達性能。隨著環境法規和消費者偏好導致全球電動車需求不斷成長,馬達設計和材料預計將取得重大進步,從而擴大馬達市場。
影響全球電動汽車馬達市場的關鍵市場動態是:
關鍵市場促進因素
政府獎勵和法規:世界各國政府正在實施政策和激勵措施,鼓勵使用電動車並減少碳排放。補貼、稅額扣抵以及更嚴格的排放法規正在鼓勵製造商和消費者轉向電動車,從而增加了對電動馬達的需求。 2024年7月,歐盟宣布將為電動車購買和基礎建設提供額外補貼,這將刺激對電動馬達及其相關技術的需求。
技術進步:馬達技術的持續進步,包括更高的效率、高功率密度和更輕的重量,正在提升電動車的性能和吸引力。電機設計和材料的創新使電動車比傳統汽車更具競爭力。 2024年6月,福特發布了新的馬達技術,可提高扭力和效率,旨在提升其電動車產品線的性能和續航里程。
充電基礎設施投資:電動車充電基礎設施的擴張是電動車市場的關鍵驅動力。完善且普及的充電網路將減少續航里程焦慮,使電動車更適合日常使用,從而刺激電動車的普及,進而增加對電動車的需求。 2024年4月,ChargePoint宣布了一項重大投資,以擴展其在北美和歐洲的充電網路。
主要挑戰
製造成本高昂:電動馬達的生產成本高昂,尤其是採用先進技術的電動馬達。高品質材料(例如用於永久磁鐵的稀土元素)以及複雜的製造流程會增加整體成本。這可能會增加消費者購買電動車的成本,並影響製造商的盈利。
供應鏈中斷:電動機零件和材料的供應鏈容易中斷,進而影響生產計畫和供應。地緣政治緊張局勢、貿易限制以及原物料價格波動都可能導致生產延誤和成本上升。
技術複雜性和整合度不斷提升:隨著電動馬達技術的進步,將更高效率和功率密度等新技術融入現有車輛架構可能變得愈發困難。確保與各種車輛設計和系統的兼容性,同時保持性能和可靠性,是一項重大挑戰。 2024年5月,通用汽車宣布,在將新型高性能電動馬達技術整合到現有汽車平臺方面遇到困難,導致產品發布延遲。
平衡電池和馬達效率:平衡馬達效率和電池性能對於提升電動車續航里程和整體性能至關重要。開發能夠與現有電池技術高效配合,同時最大限度降低能耗的電機,是製造商面臨的持續挑戰。
主要趨勢:
永磁同步馬達 (PMSM) 的應用日益廣泛:永磁同步馬達(PMSM) 憑藉其高效率、小尺寸和高扭矩,正成為電動車製造商的首選。其受歡迎程度源自於提升車輛續航里程和性能的需求。
高功率密度電機需求不斷成長:電動車需要能夠在更小空間內提供更大功率的電機,因此,高功率密度電機的開發日益受到重視。這一趨勢對於提升電動車的性能至關重要,尤其是高性能和遠距車型。
馬達冷卻技術的發展:高效率的溫度控管對於確保馬達性能和使用壽命至關重要。液體冷卻系統等先進的冷卻技術正被整合到馬達中,以便更好地管理熱量,從而提高功率輸出和馬達效率。
與逆變器技術的整合:逆變器擴大與電動機整合,從而能夠更精確地控制電動馬達的轉速和扭矩。這一趨勢最佳化了電力轉換過程,並實現了再生煞車,從而提高了電動車的整體效率和性能。
Electric Motors for Electric Vehicle Market size was valued at USD 469.1 Billion in 2024 and is projected to reach USD 3115.15 Billion by 2031, growing at a CAGR of 26.70% from 2024 to 2031.
Electric motors for electric vehicles (EVs) are devices that convert electrical energy into mechanical energy, allowing the vehicle to move by powering its wheels. These motors are critical to the operation of EVs, replacing internal combustion engines found in conventional vehicles.
Electric motors are used in a variety of EVs, including BEVs, PHEVs, and HEVs. They are critical in applications ranging from passenger cars to commercial vehicles, providing advantages such as zero emissions, increased efficiency, and smoother acceleration.
The future of electric motors for EVs looks promising, with advances aimed at increasing efficiency, lowering costs, and increasing power density. Emerging technologies, such as solid-state batteries and smart inverter integration, are expected to further optimize Motor performance. As global demand for EVs rises due to environmental regulations and consumer preferences, the market for electric motors is expected to expand, with significant advances in motor design and materials anticipated.
The key market dynamics that are shaping the global electric motors for electric vehicle market include:
Key Market Drivers:
Government Incentives and Regulations: Governments around the world are implementing policies and incentives to encourage the use of electric vehicles and reduce carbon emissions. Subsidies, tax credits, and stricter emissions regulations are encouraging manufacturers and consumers to switch to EVs, increasing demand for electric motors. In July 2024, the European Union announced additional subsidies for electric vehicle purchases and infrastructure development, boosting demand for electric motors and associated technologies.
Technological Advancements: Continuous advancements in electric motor technology, such as increased efficiency, higher power density, and lighter weight, improve the performance and appeal of electric vehicles. Innovations in motor design and materials are making EVs more competitive with conventional vehicles. In June 2024, Ford unveiled a new electric motor technology that increases torque and efficiency, with the goal of improving the performance and range of its electric vehicle lineup.
Investment in Charging Infrastructure: The expansion of EV charging infrastructure is a key driver of the electric motors market. Improved and widespread charging networks reduce range anxiety and make electric vehicles more practical for daily use, encouraging greater adoption and, as a result, higher demand for electric motors. In April 2024, Charge Point announced a significant investment in expanding its charging network across North America and Europe, which is expected to support increased adoption of electric vehicles and drive demand for electric motors.
Key Challenges:
High production costs: The production of electric motors, particularly those with advanced technologies, is costly. High-quality materials, such as rare earth metals used in permanent magnets, and complex manufacturing processes increase the overall cost. This can increase the cost of EVs for consumers and have an impact on manufacturers' profitability.
Supply Chain Disruptions: The supply chain for components and materials used in electric motors is prone to disruptions, which can affect production schedules and availability. Geopolitical tensions, trade restrictions, and fluctuating raw material prices can all cause delays and increased costs.
Technological Complexity and Integration: As electric motors advance, incorporating new technologies such as higher efficiency and increased power density into existing vehicle architectures can be difficult. Ensuring compatibility with various vehicle designs and systems while maintaining performance and reliability is a major challenge. In May 2024, General Motors struggled to integrate its new high-performance electric motor technology with its existing vehicle platforms, causing product launch delays.
Battery and Motor Efficiency Balancing: Balancing electric motor efficiency with battery performance is critical for improving EV range and overall performance. Developing electric motors that work efficiently with existing battery technologies while minimizing energy consumption is an ongoing challenge for manufacturers.
Key Trends:
Increasing the Use of Permanent Magnet Synchronous Motors (PMSM): Permanent Magnet Synchronous Motors (PMSM) are becoming the preferred choice among EV manufacturers due to their high efficiency, compact size, and ability to deliver more torque. Their popularity stems from the need for increased vehicle range and performance.
Increasing Demand for High-Power Density Motors: As EVs require motors that can deliver more power while taking up less space, there is an increased emphasis on developing high-power density motors. This trend is critical to improving the performance of electric vehicles, especially high-performance and long-range models.
Developments in Motor Cooling Technologies: Efficient thermal management is critical for ensuring motor performance and longevity. Cooling technology advancements, such as liquid cooling systems, are being integrated into electric motors to better manage heat, resulting in higher power outputs and improved motor efficiency.
Integration with Inverter Technology: Inverters are increasingly being integrated with electric motors, allowing for more precise control over motor speed and torque. This trend improves the overall efficiency and performance of electric vehicles by optimizing the power conversion process and enabling regenerative braking.
Here is a more detailed regional analysis of the global electric motors for electric vehicle market:
Asia Pacific:
The Asia-Pacific region currently dominates the market for electric motors used in electric vehicles (EVs), owing to rapid industrialization, significant investments in EV infrastructure, and strong government support for clean energy initiatives. Countries such as China, Japan, and South Korea are leading the way, with China contributing the most due to its extensive manufacturing capabilities and aggressive EV adoption policies. The region benefits from a well-established supply chain, lower production costs, and an expanding consumer base eager to adopt electric mobility solutions. The push to reduce carbon emissions and improve air quality drives up demand for electric motors in EVs across Asia-Pacific.
In June 2024, China's Ministry of Industry and Information Technology announced an ambitious plan to increase the proportion of electric vehicles in new car sales to 40% by 2030. This policy is expected to drive up demand for electric motors in the region. Honda and Toyota have also recently unveiled new electric motor technologies designed specifically for the Asian market, demonstrating their commitment to capitalising on the region's EV growth potential. These developments highlight Asia-Pacific's leading role in advancing electric motor technology for electric vehicles.
Europe:
The European market for electric motors used in electric vehicles (EVs) is currently the fastest-growing, driven by stringent environmental regulations, rising consumer demand for sustainable transportation, and significant investments in EV infrastructure. European countries, such as Germany, France, and the United Kingdom, are driving the growth with ambitious targets for lowering carbon emissions and increasing the adoption of electric vehicles. The European Union's strong regulatory framework, which includes incentives for EV purchases and stricter emissions standards, is accelerating the growth of the electric motors market. Furthermore, Europe is emerging as a hub for EV innovation, with numerous automakers and suppliers establishing or expanding operations in the region.
In July 2024, BMW Group announced a significant investment in its European manufacturing facilities to increase production of electric motors and related components. This move is consistent with the company's strategy to meet the EU's goal of 55% of new car sales being electric by 2030.
The Global Electric Motors for Electric Vehicle Market is segmented on the basis of By Motor Type, By Motor Power Rating, By Vehicle Type and Geography.
DC Motor
AC Motor
Based on Motor Type, the Global Electric Motors for Electric Vehicle Market is segmented into DC Motor and AC Motor. AC motors are the dominant segment because they are more efficient and perform better in electric vehicles. DC motors are the second fastest-growing segment, thanks to their ease of use and low cost in certain applications.
Low Power Motors
Medium Power Motors
High Power Motors
Based on Motor Power Rating, the Global Electric Motors for Electric Vehicle Market is segmented into Low Power Motors, Medium Power Motors, and High Power Motors. Medium Power Motors are the dominant segment because they provide a good balance of efficiency and power for a wide range of electric vehicle applications. High Power Motors are the second-fastest-growing segment, driven by rising demand for high-performance electric vehicles.
Passenger Electric Vehicles
Commercial Electric Vehicles
Two-Wheelers
Based on Vehicle Type, the Global Electric Motors for Electric Vehicle Market is segmented into Passenger Electric Vehicles, Commercial Electric Vehicles, and Two-Wheelers. Passenger Electric Vehicles are the dominant segment due to the widespread adoption of electric vehicles. Commercial Electric Vehicles are the second fastest-growing segment, owing to the increasing number of electric buses, trucks, and other commercial vehicles.
North America
Europe
Asia Pacific
Rest of the World
Based on the Geography, the Global Electric Motors for Electric Vehicle Market are classified into North America, Europe, Asia Pacific, and Rest of World. Asia Pacific is the dominant region due to the high demand for electric vehicles in countries such as China and Japan. Europe is the world's second fastest-growing region, thanks to strong government support and increased adoption of electric vehicles.
The "Global Electric Motors for Electric Vehicle Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Nidec Corporation, Denso Corporation, Bosch Rexroth AG, AMS Automotive Holding GmbH, Continental AG, YASKAWA Electric 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 its 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.
