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1190692

電動汽車市場的電動機 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

Electric Motors For Electric Vehicle Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3個工作天內

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簡介目錄

電動汽車的電機市場目前價值 48 億美元，預計在預測期內將以 28.63% 的複合年增長率增長。

COVID-19 在 2020 年上半年對電動汽車的電動機產生了負面影響，導致生產停工、停工和貿易限制。 然而，COVID-19 後的複蘇、更嚴格的汽車排放法規的採用以及政府為早期引入電動汽車提供的慷慨激勵措施，導致電動汽車銷量出現非常健康的增長。 此外，電動汽車用電動機的銷量也大幅增長。 例如，與 2019 年相比，2020 年電動乘用車銷量增長 39% 至 310 萬輛。

此外，製造商有應急措施來降低未來業務的不確定性，方法是實現製造和供應鏈的多元化，以保持與汽車行業關鍵領域客戶的連續性。□實施了該計劃。 例如：

主要亮點

  • 2020 年 2 月，Brose Fahrzeugteile SE &Co.KG 在印度浦那附近的 Hinjewadi 開設了一個新園區。 新地點將僱用 430 名員工。 Brose Fahrzeugteile SE &Co.KG 宣布未來將在印度投資 6000 萬歐元（6240 萬美元）。

從長遠來看，由於嚴格的排放和燃油效率法規、政府激勵措施以及充電基礎設施的發展，電動汽車的銷量增加是推動研究市場增長的主要因素之一。它是 預計Toyota Motor Corporation、Honda Motor Company Ltd、Tesla Inc.、General Motors和Ford等主要汽車公司對電動汽車的大規模投資將很快推動電動汽車市場的發展。 此外，電機製造商和汽車公司之間夥伴關係的發展有望在全球範圍內擴大所研究的市場。

從地域上看，由於中國和印度等新興市場的存在，預計亞太地區將在預測期內成為最大的電機市場。 由於政府採取措施遏制其碳足跡，歐洲成為市場發展引擎。 英國、德國和法國正在為該地區的市場擴張做出貢獻。

因此，上述因素進一步推動了電動汽車電機市場的增長。

主要市場趨勢

電動汽車需求的增長推動了市場增長

由於中國、美國、日本、韓國和歐洲的電動汽車銷量激增，預計對電動機的需求將呈指數級增長。 由於政府為普及電動汽車而提供的激勵措施、普通購車者的環保意識提高以及燃油價格上漲，電動汽車的銷量在全球範圍內呈爆炸式增長。 其他因素包括電動汽車的運行成本低於傳統的內燃機汽車，以及中國和歐盟政府宣佈到 2035 年將禁止使用內燃機汽車。。 例如

  • 2021 年，全球將有 690 萬輛電動汽車註冊，同比增長 107%。

推動電動汽車用電機增長的主要因素是增加電動汽車行駛裡程的需求不斷增加，這反過來有望對電動汽車用電機市場的增長產生積極影響。

此外，世界各國政府都在積極制定促進電動汽車普及的政策。 中國、印度、法國和英國已宣布計劃到 2040 年完全淘汰汽油和柴油汽車。 例如

  • 2022 年 10 月，歐盟宣布將從 2035 年起禁止在歐盟成員國銷售新的內燃機汽車。
  • 歐洲宣布了到 2050 年實現氣候中和的崇高目標。 在接下來的幾年裡，歐盟委員會將發布幾項新的立法提案來實現這一目標。 其中許多旨在提高機動性。 實現這一目標需要一系列政策和目標來引導國家、企業和消費者走上正確的道路。 歐盟委員會在其 7500 億歐元（7800 億美元）的 COVID-19 刺激計劃中撥出 200 億歐元（212 億美元）用於快速和廣泛實施清潔交通。 到2030年，它宣布將在歐盟範圍內促進清潔汽車的銷售，包括3000萬輛電動汽車和100萬輛氫動力汽車。
  • 2022 年 9 月，中國宣布將純電動汽車、混合動力汽車、插電式混合動力汽車和氫燃料電池汽車等新能源電動汽車的 5% 購置稅免徵政策延長至 2023 年底。 .
  • 2021 年，印度聯邦政府宣布混合動力和電動汽車早期採用和製造 (FAME) 計劃的第 2 階段將延長兩年至 2024 年 3 月 31 日。 該計劃旨在促進電動汽車的引入銷售和電動汽車相關零部件的製造。

此外，政府和私營公司打算在全球範圍內最大限度地減少排放並建設綠色充電基礎設施。 因此，對電動汽車不斷增長的需求將進一步加劇汽車對電動機的採用，並在預測期內增加電動機的產量。

預計亞太地區將主導市場

在全球範圍內，由於電動汽車銷量高，尤其是在中國，亞太地區佔據了電動汽車電機市場的最大份額。 在亞太地區，中國和印度是電動汽車的主要生產國和消費國。 在中國和印度，國家銷售目標、有利的立法和市政空氣質量目標正在支持國內需求。 例如

  • 印度政府將在未來三年內根據 FAME II（混合動力電動汽車的快速採用和製造）到 2022 年提供 7000 輛電動巴士、50000 輛 e3 輪車和 55000 輛 e4 輪車。宣布推出 10000 輛 e2-輪式車輛（包括強大的混合動力車）。 FAME II（混合動力電動汽車的更快採用和製造）已獲得 1 億印度盧比（12 億美元）的撥款。
  • 中國已對電動汽車和混合動力汽車製造商施加配額，使其占新車銷量的 10% 以上。 北京還每月僅發放 10,000 輛內燃機車輛登記證，以鼓勵居民改用電動汽車。

在這些國家/地區，電動汽車的年銷量也強勁增長，進一步推動了電動機市場的增長。 例如

  • 中國將在 2021 年銷售 299 萬輛乘用電動汽車，同比增長 169.1%，而印度將在 2021 年銷售 17,802 輛電動汽車，同比增長 168%。。

因此，由於上述因素，預計亞太地區仍將是電動汽車電機市場最主要的地區。

競爭格局

由於許多區域和國際參與者的存在，電動汽車用電動機市場得到適度整合。 一些重要的參與者是 Bosch Mobility Solutions、ABB、Nidec Corporation、Brose Fahrzeugteile GmbH &Co.KG、Johnson Electric Group。 其中許多參與者通過合資、併購、新產品發布和產能擴張來鞏固其市場地位。 例如

  • 2022 年 12 月，印度汽車零部件製造商 Shriram Pistons Ltd. 將收購 EMF Innovations 的多數股權，EMF Innovations 是一家總部位於新加坡的所有類型電動汽車的電機設計商和製造商。宣布。 SPR Engineous 是 Shriram Pistons Ltd 的全資子公司，將進行此次交易。 本次交易將進入電動汽車市場，服務所有電動汽車細分市場。
  • Bosch Mobility Solutions 宣布將於 2022 年 10 月投資 2.6 億美元，在其位於美國南卡羅來納州查爾斯頓的工廠擴大 Rivian R1T 皮卡電動汽車電機的生產。

其他福利。

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 調查先決條件
  • 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

  • 市場驅動力
  • 市場製約因素
  • 產業吸引力 - 波特五力分析
    • 供應商的議價能力
    • 買方/消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 大會
    • 輪轂
    • 中央動力總成
  • 申請
    • 乘用車
    • 商用車
  • 電機類型
    • 無刷直流電機
    • 永磁同步電機
    • 異步電機
    • 同步磁阻電機
    • 其他（磁通無鐵芯永磁電機、開關磁阻電機等）
  • 輸出
    • 高達 100 千瓦
    • 101-250 千瓦
    • 250 千瓦或更多
  • 地區
    • 北美
      • 美國
      • 加拿大
      • 其他北美地區
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 意大利
      • 其他歐洲地區
    • 亞太地區
      • 印度
      • 中國
      • 日本
      • 韓國
      • 其他亞太地區
    • 世界其他地區
      • 南美洲
      • 中東和非洲

第六章競爭格局

  • 供應商市場份額
  • 公司簡介
    • Aisin Seiki Co. Ltd
    • Toyota Motor Corporation
    • Hitachi Automotive Systems
    • DENSO Corporation
    • Honda Motor Company Ltd
    • Mitsubishi Electric Corp.
    • Magna International
    • Robert Bosch GmbH
    • BMW AG
    • Nissan Motor Co. Ltd
    • Tesla Inc.
    • Toshiba Corporation
    • BYD Co. Ltd

第七章市場機會與未來趨勢

第 8 章免責聲明

簡介目錄
Product Code: 46553

The Electric Motors for Electric Vehicle Market is currently valued at USD 4.80 billion and is expected to register a CAGR of 28.63% during the forecast period.

COVID-19 led to manufacturing shutdowns, lockdowns, and trade restrictions that negatively impacted the electric motors for the electric vehicle industry in the first half of the year 2020. However, the post-COVID-19 recovery, the stringent automotive emissions norms adoption, and the provision of generous government incentives for the quick adoption of electromobility led to a very healthy rise in the sales of electric vehicles. It further produced significant growth in the sales of electric motors for electric cars. For instance, in 2020, electric passenger vehicle sales jumped to 3.1 million units, an increase of 39% over 2019.

In addition, the manufacturers implemented contingency plans to mitigate future business uncertainties to retain continuity with clients in the critical sectors of the automobile industry by diversifying their manufacturing and supply chains. For instance,

Key Highlights

  • In February 2020, Brose Fahrzeugteile SE & Co. KG opened its new campus in India at Hinjewadi near Pune. The new location will employ 430 people. Brose Fahrzeugteile SE & Co. KG announced an investment of EUR 60 million ( USD 62.4 million) in India in the future.

Over the long term, some of the major factors driving the growth of the market studied are the rising sales of electric vehicles due to the enactment of stringent emission and fuel economy norms, government incentives, and improving charging infrastructure. Massive investments in electric vehicles by major automotive companies, such as Toyota, Honda, Tesla, General Motors, and Ford, are expected to drive the electric motor market shortly. Additionally, the evolving partnerships between motor manufacturers and automotive companies are expected to expand the studied market globally.

Geographically Asia-Pacific is expected to be the largest electric motor market during the forecast period due to the presence of emerging markets such as China and India. Europe became a driving force in the market's development for the government's steps to curb carbon emissions. United Kingdom, Germany, and France are all contributing to the market's expansion in this region.

Thus the factors mentioned above will further drive the growth in the electric motors for electric vehicles market globally.

Key Market Trends

Rising Demand for Electric Vehicles to Augment Growth of Market

The demand for electric motors is expected to increase exponentially, owing to the rapid growth of electric vehicle sales across China, United States, Japan, South Korea, and Europe. Electric vehicle sales are rising exponentially worldwide due to government incentives offered by various Governments to promote electromobility, increasing environmental consciousness amongst general car buyers, and rising fuel prices. It is also due to lower operating costs provided by electric vehicles than traditional ICE vehicles and announcements by the governments of China and the EU to ban ICE mobility by 2035. For instance,

  • In 2021, 6.9 million electric cars were registered worldwide, an increase of 107% from the previous year.

The primary factor driving the electric vehicle motor growth is the increase in demand for improving the electric vehicles driving range, which is, in turn, anticipated to positively impact the electric motors market growth for electric cars.

Moreover, governments worldwide have also been proactive in enacting policies to encourage the adoption of electric vehicles. China, India, France, and United Kingdom have announced plans to phase out the petrol and diesel vehicles industry entirely before 2040. For instance,

  • In October 2022, European Union announced the ban on the sale of new ICE vehicles from 2035 in EU member states.
  • Europe announced a lofty target of being climate-neutral by 2050. The European Commission will publish several new legislative proposals to meet this goal over the next few years. Many of them are aimed at improving mobility. To achieve this aim, a set of policies and targets must be in place to guide states, businesses, and consumers on the correct path. European Commission earmarked EUR 20 billion (USD 21.2 billion) in the COVID-19 stimulus package of EUR 750 billion (USD 780 billion) for the faster and widespread adoption of clean mobility. It announced the promotion of sales of clean vehicles, including 30 million electric and 1 million hydrogen vehicles, in the EU by 2030.
  • In September 2022, China announced that it had extended the tax exemption from a 5% purchase tax to new energy electric vehicles, including battery electric vehicles, hybrid vehicles, plug-in hybrid vehicles, and hydrogen fuel cell vehicles, till the end of 2023.
  • In 2021, The Union government of India announced an extension of the second phase of the Faster Adoption and Manufacturing of Hybrid and Electric vehicle (FAME) scheme by two years to March 31, 2024. The plan aims at promoting sales of electric vehicle adoption and manufacturing of components related to EVs.

In addition, the government and private companies intend to build charging infrastructure worldwide to minimize emissions and keep the environment green. Thus, the rising demand for electric vehicles further aggravates the adoption of electric motors in cars, augmenting the manufacturing of electric motors during the forecast period.

Asia-Pacific Anticipated to Dominate the Market

Globally, Asia-Pacific is capturing the largest share of the electric motors for the electric vehicle market, owing to high EV sales, majorly from China. China and India are the most prominent manufacturers and consumers of electric vehicles in the Asia-Pacific. National sales targets, favorable laws, and municipal air-quality targets are supporting domestic demand in both these countries. For instance,

  • The Government of India announced having 7000 e-Buses, five lakh e-3 wheelers, 55000 e-4 wheeler passenger cars (including strong hybrids), and ten lakh e-2 wheelers over the next three years under FAME II (Faster Adoption and Manufacturing of Hybrid Electric Vehicles) by 2022. INR 10000 Cr (USD 1.2 billion) was allocated to FAME II (Faster Adoption and Manufacturing of Hybrid Electric Vehicles).
  • China imposed a quota on manufacturers of electric or hybrid vehicles, which must represent at least 10% of total new sales. Also, Beijing only issues 10,000 permits for registering combustion engine vehicles per month to encourage its inhabitants to switch to electric cars.

Electric vehicles are also posting huge annual sales gains in these countries, which will further drive the growth in the market for electric motors. For instance,

  • 2.99 million passenger electric vehicles were sold in China in 2021, an increase of 169.1% over the last year, while in India, 17802 units of electric cars were sold in 2021, registering a growth of 168% over the previous year.

Thus the factors above are expected to maintain Asia-Pacific as the most dominant region for electric motors for electric vehicles market.

Competitive Landscape

The Electric motors for electric vehicles market is moderately consolidated due to the presence of many regional and international players. Some significant players include Bosch Mobility Solutions, ABB, Nidec Corporation, Brose Fahrzeugteile GmbH & Co. KG, and Johnson Electric Group. Many of these players are engaging in joint ventures, mergers and acquisitions, new product launches, and capacity expansions to cement their market positions. For instance

  • In December 2022, Indian automotive component manufacturer Shriram Pistons Ltd. announced an acquisition majority stake in EMF Innovations, a Singapore-based designer and manufacturer of electric motors for all types of electric vehicles. SPR Engineous, a wholly-owned subsidiary of Shriram Pistons Ltd, would make the transaction. They will enter the EV market with this deal and cater to all EV market segments.
  • In October 2022, Bosch Mobility Solutions announced to invest USD 260 million to expand the production of electric vehicle motors for the Rivian R1T pickup truck at its Charleston plant in South Carolina, in the US.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Assembly
    • 5.1.1 Wheel Hub
    • 5.1.2 Central Power Train
  • 5.2 Application
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Motor Type
    • 5.3.1 Brushless DC Motor
    • 5.3.2 Permanent Magnet Synchronous Motor
    • 5.3.3 Asynchronous Motor
    • 5.3.4 Synchronous Reluctance Motor
    • 5.3.5 Others (Axial Flux Ironless Permanent Magnet Motor, Switched Reluctance Motors, etc.
  • 5.4 Power
    • 5.4.1 Up to 100 kW
    • 5.4.2 101-250 kW
    • 5.4.3 Above 250 kW
  • 5.5 Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Rest of North America
    • 5.5.2 Europe
      • 5.5.2.1 United Kingdom
      • 5.5.2.2 Germany
      • 5.5.2.3 France
      • 5.5.2.4 Italy
      • 5.5.2.5 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 India
      • 5.5.3.2 China
      • 5.5.3.3 Japan
      • 5.5.3.4 South Korea
      • 5.5.3.5 Rest of Asia-Pacific
    • 5.5.4 Rest of the World
      • 5.5.4.1 South America
      • 5.5.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Aisin Seiki Co. Ltd
    • 6.2.2 Toyota Motor Corporation
    • 6.2.3 Hitachi Automotive Systems
    • 6.2.4 DENSO Corporation
    • 6.2.5 Honda Motor Company Ltd
    • 6.2.6 Mitsubishi Electric Corp.
    • 6.2.7 Magna International
    • 6.2.8 Robert Bosch GmbH
    • 6.2.9 BMW AG
    • 6.2.10 Nissan Motor Co. Ltd
    • 6.2.11 Tesla Inc.
    • 6.2.12 Toshiba Corporation
    • 6.2.13 BYD Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS**

8 DISCLAIMER