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市場調査レポート

中国の電気自動車 (EV) 駆動用モーター産業 (2018〜2022年)

China Electric Vehicle Drive Motor Industry Report, 2018-2022

発行 ResearchInChina 商品コード 339574
出版日 ページ情報 英文 152 Pages
納期: 即日から翌営業日
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中国の電気自動車 (EV) 駆動用モーター産業 (2018〜2022年) China Electric Vehicle Drive Motor Industry Report, 2018-2022
出版日: 2018年12月27日 ページ情報: 英文 152 Pages
概要

中国国内の電気自動車 (EV) 用駆動モーターの市場規模は、2017年には202億人民元、2020年には300億人民元に達する見通しです。近年は参入障壁の緩和を受けて、新エネルギー車用駆動モーターの市場に多数の企業が参入しつつあります。また永久磁石同期モーターが、将来のEV用モーターにふさわし存在として、シェアを急速に伸ばしつつあります。

当レポートでは、中国の電気自動車 (EV) 駆動用モーター産業について調査分析し、産業の概要、現在の技術水準と今後の開発動向、全体的な市場規模の動向見通し、国内外の主要企業の概略・業績などについて、体系的な情報を提供しています。

第1章 電気自動車 (EV) 駆動用モーター産業

  • 駆動用モーター:概略
  • 駆動用モーター制御装置:概略
  • 駆動用モーターの用途
    • バッテリー式電気自動車 (BEV)
    • ハイブリッド車 (HEV)

第2章 中国の電気自動車 (EV) 産業

  • 関連政策
    • 補助金/バッテリー回収/優遇税制/製造免許政策
  • EV市場:世界市場/中国市場

第3章 中国の電気自動車 (EV) 駆動用モーター産業

  • 産業連関構造
  • 市場規模
  • 主要メーカーと競争状態
    • 競争環境
    • 乗用車用駆動モーター向け市場競争
    • バス用駆動モーター向け市場競争
  • 技術動向
    • 技術水準:現状
    • 動向:永久磁化
    • 動向:一体化
    • 動向:デジタル化
    • 動向:ハブ・モーター
    • 現状と展望:EV・ハイブリッド車向け駆動装置、ハイブリッド車向けブレーキ装置

第4章 中国の主な駆動用モーター企業

  • Zhongshan Broad-Ocean Motor Co., Ltd.
    • プロファイル
    • 経営状況
    • 発展戦略
    • EVモーター事業
    • 駆動用モーターへの投資額と生産設備
  • Shanghai Edrive Co., Ltd.
  • Hunan CRRC Times Electric Vehicle Co., Ltd.
  • Wanxiang Qianchao Co., Ltd.
  • Shanghai DAJUN Technologies
  • Jing-Jin Electric Technologies
  • Zhejiang Founder Motor
  • Wolong Electric Group Co., Ltd.
  • Xinzhi Motor Co., Ltd.
  • 2Operation
  • Jiangxi Special Electric Motor Co., Ltd. (JSMC)
  • China Tex Mechanical & Electrical Engineering Ltd.
  • Zhejiang Unite Motor Co., Ltd
  • 2Operation
  • その他
    • Dalian Motor Group Co., Ltd.
    • Shenzhen Greatland Electrics Inc.
    • United Automotive Electronic Systems Co.,Ltd. (UAES)
    • Shandong Lanji New Energy Vehicle Co., Ltd.
    • HUAYU Automotive Systems Co., Ltd.
    • Jiangsu Weiteli Motor Limited By Share Ltd.
    • Wuxi Myway Electronic Technologies Co., Ltd.
    • Shanghai Yingshuang Electric Machinery Co., Ltd
    • Jinzhou Halla Electrical Equipment Co., Ltd.

第5章 世界の駆動用モーター企業

  • Robert Bosch
    • プロファイル
    • 経営状況
  • ZF Friedrichshafen AG
  • 2Operation
  • Continental AG
  • 2Operation
  • アイシン・エィ・ダブリュ
  • 2Operation
  • MOBIS
  • 2Operation
  • AC Propulsion (ACP)
  • SIEMENS
  • 2Operation
図表

Selected Charts

Composition of Drive Motor's Driving System

Comparison of Parameters between EV Drive Motor and Conventional Motors

Classification of EV Drive Motor

Technical Features of EV Drive Motors by Type

Parameters of EV Drive Motors by Type

Block Diagram of Drive Motor Controller

Control Strategies and Current Application of Drive Motors by Type

Structure of BEV Drive Motor System

Working Principle and Application of HEV Drive Motor System

Structure of MHEV Drive Motor System

Structure of Range-extended Power System

Drive Motor System of BYD Tang PHEV

Dual-motor Hybrid Engine of Toyota Prius

China's New Energy Passenger Car Subsidy Standards, 2018

Comparison of Subsidy Standards among Electric Buses in China (Central Finance), 2018

Monthly Sales of NEVs (EV&PHEV) Worldwide, 2014-2018

Ranking of Global NEV Enterprises by Sales, Jan-Sept 2018

Sales of Electric Passenger Cars (EV&PHEV) Worldwide, 2014-2022E

Production and Sales of EVs in China, 2011-2018.1-9

Monthly Production of EVs (Special Vehicles & Commercial Vehicles) in China, 2016-2017

China's Production of Electric Buses, 2016-2017

China's Production of Battery Electric Trucks, 2015-2017

Market Share of Battery Electric Passenger Car Enterprises in China, 2018.1-9

Monthly Sales of Electric Passenger Cars in China, 2017-2018.1-9

Ranking of New Energy Passenger Car Sales in China by Auto Model, Jan-Sep 2018

Sales of New Energy Passenger Car (EV&PHEV) Enterprises in China, 2016-2018(Jan.-Sept.)

Price Structure of Permanent Magnet Synchronous Drive Motor

Cost Structure of Motor Controller

Global Automotive Drive Motor/Inverter Market Size, 2015-2030E

Global BEV Drive Motor Market Size, 2015-2030E

China's EV Drive Motor System Market Size, 2014-2020E

China's New Energy Vehicle Drive Motor Shipments, 2013-2018H1

Main Types of Drive Motor and System Enterprises

Installations of Top10 Drive Motor Manufacturers and Top10 Controller Manufacturers, 2017

Automakers and Vehicle Models Backed by Top10 Drive Motor Manufacturers (Excluding OEMs), 2017

Installations and Supported Automakers of Top10 Drive Motor Manufacturers, 2018H1

Main Drive Motor and Controller Manufacturers in China

Seven Supply Modes of Motor and Controller Manufacturers in China

Motor Controller IGBT Manufacturers Worldwide

Motor Industry Distribution and Supply Relationship

Types of Motors Adopted by China-made Battery Electric Passenger Cars, 2017

Types of Motors Adopted by China-made Battery Electric Passenger Cars, 2015

Supply Relationship between Major Electric Bus Drive Motors and Controllers in China

Drive Comparison between Centralized and Hub Motors

Structure of Electric Drive Systems of Top10 Best-selling EVs Worldwide, 2016H1

Special Plan for China Electric Vehicle Industry during the 12th Fiver-year Plan Period (2011-2015)

Methods and Effects of Motor and Controller Integration

BorgWarner (Left) and ZF (Right)'s Drive Motor and Single-stage Reducer Integration

Digitalization of Motor Control System

IGBT Technology Roadmap

Block Diagram of Driving System of Hub Motor with Inner Rotor Structure

Hub Motor Applicable to Various New Energy Vehicle Models

Operation of Zhongshan Broad-Ocean Motor, 2014-2018Q3

Revenue Structure of Zhongshan Broad-Ocean Motor (by Sector), 2018H1

Revenue Structure of Zhongshan Broad-Ocean Motor (by Region), 2013-2018H1

Gross Margin of Zhongshan Broad-Ocean Motor, 2009-2016H1

Gross Margin of Zhongshan Broad-Ocean Motor (by Product), 2015-2016H1

Ten-year Development Strategy of Zhongshan Broad-Ocean Motor

Ten-year Development Strategy and Executors of Zhongshan Broad-Ocean Motor

Production and Sales of New Energy Vehicle Powertrains of Zhongshan Broad-Ocean Motor, 2014-2017

Major Subsidiaries of Zhongshan Broad-Ocean Motor

Equity Structure of Shanghai Edrive (before Acquisition)

Capacity and Sales of Drive Motor System of Shanghai Edrive, 2013-2017

Operating Results of Shanghai Edrive, 2009-2018H1

Types and Parameters of Drive Motor System of Shanghai Edrive

Dimensions and Appearance of Drive Motor System of Shanghai Edrive

Ranking by Monthly Sales of Public Buses, 2017

Types and Parameters of Drive Motors Made by Hunan CRRC Times Electric Vehicle

Revenue and Net Income of Wanxiang Qianchao, 2013-2018H1

Revenue Structure of Wanxiang Qianchao (by Product), 2011-2016H1

Revenue Breakdown of Wanxiang Qianchao (by Product), 2011-2016H1

Revenue Structure of Wanxiang Qianchao (by Region), 2011-2016H1

Wanxiang Qianchao's Revenue from Top 5 Customers, 2015

Gross Margin of Wanxiang Qianchao, 2012-2016H1

Gross Margin of Wanxiang Qianchao (by Product), 2011-2016H1

Operating Performance of Shanghai DAJUN Technologies, 2012-2017

Major Customers of Shanghai DAJUN Technologies

Drive Motor Product System of Shanghai DAJUN Technologies

Parameters and Application of Drive Motor s of Shanghai DAJUN Technologies

Specifications of Drive Motors Made by JJE

ISG Hybrid - Maintenance-Free Plug-In Hybrid System of JJE

EMAT Drive Assembly of JJE

Revenue and Net Income of Zhejiang Founder Motor, 2012-2018Q1-Q3

Revenue of Zhejiang Founder Motor (by Product), 2014-2018H1

Revenue Structure of Zhejiang Founder Motor (by Region), 2012-2018H1

Gross Margin of Zhejiang Founder Motor, 2012-2018H1

Framework and Layout in EV Drive Control Field

Revenue and Net Income of Wolong Electric Group, 2011-2018Q1-Q3

R&D Expenditure of Wolong Electric Group, 2011-2018H1

Revenue Structure of Wolong Electric Group (by Product), 2011-2017

Revenue Structure of Wolong Electric Group (by Region), 2012-2017

Gross Margin of Wolong Electric Group, 2011-2018 H1

Gross Margin of Wolong Electric Group (by Product), 2011-2017

Revenue and Net Income of Xinzhi Motor, 2010-2016Q1-Q3

Revenue Structure of Xinzhi Motor (by Product), 2015-2018H1

Revenue Structure of Xinzhi Motor (by Region), 2011-2016H1

Xinzhi Motor's Revenue from Top 5 Customers, 2015

Gross Margin of Xinzhi Motor, 2011-2018H1

Gross Margin of Xinzhi Motor (by Product), 2015-2016H1

Revenue and Net Income of Jiangxi Special Electric Motor, 2011-2018Q1-Q3

Revenue Structure of Jiangxi Special Electric Motor (by Product), 2018H1

Revenue Structure of Jiangxi Special Electric Motor (by Region), 2013-2018H1

Gross Margin of Jiangxi Special Electric Motor, 2012-2018Q1-Q3

Gross Margin of Jiangxi Special Electric Motor (by Product), 2015-2016H1

Jiangxi Special Electric Motor's Subsidiaries Involved in EV Business

Drive Motor R&D of Jiangxi Special Electric Motor

Specifications of EV SRD Motor Made by China Tex MEE

Revenue and Net Income of Bosch, 2013-2017

R&D Expenditure of Bosch, 2013-2017

Revenue Structure of Bosch (by Business), 2017

Revenue of ZF Friedrichshafen AG (by Business), 2016-2017

R&D Expenditure of ZF Friedrichshafen AG, 2013-2017

Revenue of ZF Friedrichshafen AG (by Region), 2016-2017

Revenue of Continental AG, 2016-2018Q3

Revenue Structure of Continental AG (by Division), 2017

Revenue and Operating Income of Aisin AW, FY2015-FY2018

Revenue Structure of Aisin AW (by Division) and Aisin AW's Revenue from Main Customers, FY2017-FY2018

Revenue Structure of Aisin AW (by Region), FY2018

Revenue and Net Income of Hyundai Mobis, 2017-2018H1

Order Analysis of Hyundai Mobis, 2018H1

Customers and Product Progress of Hyundai Mobis, 2018H1

Profit, Assets and Liabilities of Siemens, FY2014-FY2018

Specifications and Appearance of Passenger Car Drive Motor of Siemens

Composition of Commercial Vehicle ELFA Drive System of Siemens

目次

The Chinese market size of electric motors and motor controllers posted RMB20.2 billion in 2017 and is projected to approach RMB30 billion in 2020. The market will be expanding if the integrated electric drive solutions grow popular and the three including electric motor, reducer and motor controller are increasingly fused into one or if the N-to-1 integration of functions like electric motor, reducer, motor controller, DC/DC and power distribution unit is brought into a reality, at which the majority of electric motor and motor controller companies are attempting.

In the first half of 2018, a total of 405,000 electric motors were equipped by more than 160 suppliers to the new energy vehicle (NEV) in China. Despite there are numerous firms in the electric motor market for the moment, the electric motor market concentration is on a rapidly rise in 2018 judging from installations.

In the first half of 2018, the top ten players by motor shipments held a lion's share of 71.53% together, a jump of 13.97 percentage points from the same period of 2017. Elaborately, the highest installation touched 94,500 units, while over 110 firms were each with motor shipment of less than 1,000 units. As the market concentration climbs, the gap between motor companies is broadening. Besides the automakers that supply electric motors by themselves, such competitors are growing advantageous, as United Automotive Electronic Systems (UAES), JEE Automation Equipment, Jing-Jin Electric Technologies, Shanghai Edrive, and Zhejiang Founder Motor.

Most Chinese electric motor and motor controller manufacturers have sprung up from the new energy commercial vehicle market with a low entry barrier and harboring numerous enterprises. While the market becomes concentrated and subsidies descend, the electric motor makers are confronted with the amounting pressure from the rising prices of raw materials and a fall in profits.

By types, permanent magnet synchronous motor plays a key part in the electric motor market, with its installations (mainly for passenger cars) finding a 78.4% share in all motor installations to new energy vehicle in China in 2017, asynchronous AC motor swept 21.5% by installations and got primarily utilized in commercial vehicle, and other types of electric motors seized 0.1% or so. Permanent magnet synchronous motor is currently the best choice for electric passenger cars and sees a burgeoning market share.

In general, competition between electric motor and motor controller suppliers will prick up and gross margin of products will be volatile as the subsidies for new energy vehicle are going down in the next a few years. In the medium term, the industrial pattern will remain unchanged in Chinese new energy vehicle market (key roleplaying by automakers as well as the battery, electric motor and motor controller producers as the suppliers of core components).

The report highlights the following:

Development of new energy vehicle (NEV) drive motor industry in China (including industrial chains, cost analysis, business model, competitive landscape and key players competing each other, and elaboration on competitive patterns of passenger vehicle and commercial vehicle drive motors), and analysis on status quo and development tendencies of drive motor technologies;

22 Chinese and 6 global drive motor companies (operation, development strategy, supply chain, NEV drive motor business, etc.);

New energy vehicle (NEV) drive motor industry (definition and classification of vehicle drive motors, analysis on upstream and downstream industry chains); fEnvironments for industry operation (policy climate, NEV market development and impact to the vehicle drive motor industry).

Table of Contents

1 Electric Vehicle (EV) Drive Motor Industry

  • 1.1 Introduction to Drive Motor
  • 1.2 Introduction to Drive Motor Controller
  • 1.3 Applications of Drive Motor
    • 1.3.1 Battery Electric Vehicle (BEV)
    • 1.3.2 Hybrid Electric Vehicle (HEV)

2 China Electric Vehicle (EV) Industry

  • 2.1 Policies
    • 2.1.1 Policy on Fiscal Subsidies
    • 2.1.2 Policy on Battery Recycling
    • 2.1.3 Preferential Tax Policy
    • 2.1.4 Production License Policy
  • 2.2 EV Market
    • 2.2.1 Global Market
    • 2.2.2 Chinese Market

3 China Electric Vehicle (EV) Drive Motor Industry

  • 3.1 Industrial Chain
  • 3.2 Market Size
  • 3.3 Major Manufacturers and Competition
    • 3.3.1 Competitive Landscape
    • 3.3.2 Competition in Passenger Vehicle Drive Motor
    • 3.3.3 Competition in Bus Drive Motor
  • 3.4 Technology Trends
    • 3.4.1 Status Quo of Technologies
    • 3.4.2 Trend - Permanent Magnetization
    • 3.4.3 Trend -- Integration
    • 3.4.4 Trend -- Digitalization
    • 3.4.5 Trend - Hub Motor
    • 3.4.6 Status Quo and Outlook of Electric Vehicle (EV) Hybrid Drive and Hybrid Braking Systems

4 Major Chinese Drive Motor Companies

  • 4.1 Zhongshan Broad-Ocean Motor Co., Ltd.
    • 4.1.1 Profile
    • 4.1.2 Operation
    • 4.1.3 Development Strategy
    • 4.1.4 EV Motor Business
    • 4.1.5 Investments in and Production Capacity of Drive Motor
  • 4.2 Shanghai Edrive Co., Ltd.
    • 4.2.1 Profile
    • 4.2.2 Operation
    • 4.2.3 Supply Chain
    • 4.2.4 Drive Motors and Technologies
    • 4.2.5 Investments in and Production Capacity of Drive Motor
  • 4.3 Hunan CRRC Times Electric Vehicle Co., Ltd.
    • 4.3.1 Profile
    • 4.3.2 Operation
    • 4.3.3 Drive Motors
    • 4.3.4 R&D
    • 4.3.5 Investments in and Production Capacity of Drive Motor
  • 4.4 Wanxiang Qianchao Co., Ltd.
    • 4.4.1 Profile
    • 4.4.2 Operation
    • 4.4.3 EV Motor Business
  • 4.5 Shanghai DAJUN Technologies
    • 4.5.1 Profile
    • 4.5.2 Operation
    • 4.5.3 Supply Chain
    • 4.5.4 Drive Motors
  • 4.6 Jing-Jin Electric Technologies
    • 4.6.1 Profile
    • 4.6.2 Operation
    • 4.6.3 EV Motor Business
  • 4.7 Zhejiang Founder Motor
    • 4.7.1 Profile
    • 4.7.2 Operation
    • 4.7.3 Supply Chain
    • 4.7.4 Drive Motors
    • 4.7.5 Investments in Drive Motor
    • 4.7.6 Production Capacity of Drive Motor
  • 4.8 Wolong Electric Group Co., Ltd.
    • 4.8.1 Profile
    • 4.8.2 Operation
    • 4.8.3 EV Motor Business
  • 4.9 Xinzhi Motor Co., Ltd.
    • 4.9.1 Profile
  • 4.9.2Operation
    • 4.9.3 EV Motor Business
  • 4.10Jiangxi Special Electric Motor Co., Ltd. (JSMC)
    • 4.10.1 Profile
    • 4.10.2 Operation
    • 4.10.3 EV Motor Business
  • 4.11 China Tex Mechanical & Electrical Engineering Ltd.
    • 4.11.1 Profile
  • 4.11.2Operation
    • 4.11.3 EV Motor Business
  • 4.12 Zhejiang Unite Motor Co., Ltd.
    • 4.12.1 Profile
  • 4.12.2Operation
    • 4.12.3 EV Motor Business
  • 4.13 Others
    • 4.13.1 Dalian Motor Group Co., Ltd.
    • 4.13.2 Shenzhen Greatland Electrics Inc.
    • 4.13.3 United Automotive Electronic Systems Co.,Ltd. (UAES)
    • 4.13.4 Shandong Lanji New Energy Vehicle Co., Ltd.
    • 4.13.5 HUAYU Automotive Systems Co., Ltd.
    • 4.13.6 Jiangsu Weiteli Motor Limited By Share Ltd.
    • 4.13.7 Wuxi Myway Electronic Technologies Co., Ltd.
    • 4.13.8 Shanghai Yingshuang Electric Machinery Co., Ltd
    • 4.13.9 Jinzhou Halla Electrical Equipment Co., Ltd.

5 Global Drive Motor Companies

  • 5.1 Robert Bosch
    • 5.1.1 Profile
    • 5.1.2 Operation
    • 5.1.3 EV Motor Business
  • 5.2 ZF Friedrichshafen AG
    • 5.2.1 Profile
  • 5.2.2Operation
    • 5.2.3 EV Motor Business
  • 5.3 Continental AG
    • 5.3.1 Profile
  • 5.3.2Operation
    • 5.3.3 EV Motor Business
  • 5.4 Aisin AW
    • 5.4.1 Profile
  • 5.4.2Operation
    • 5.4.3 EV Motor Business
  • 5.5 MOBIS
    • 5.5.1 Profile
  • 5.5.2Operation
    • 5.5.3 EV Motor Business
  • 5.6 AC Propulsion (ACP)
    • 5.6.1 Profile
    • 5.6.2 EV Motor Business
  • 5.7 SIEMENS
    • 5.7.1 Profile
  • 5.7.2Operation
    • 5.7.3 EV Motor Business
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