電気駆動ユニットの世界市場：分析 - 製品別、冷却剤別、駆動タイプ別、用途別、地域別、予測（～2030年）

世界の電気駆動ユニットの市場規模は、2024年に241億6,000万米ドルに達し、予測期間中にCAGR 20.8％で成長し、2030年には750億8,000万米ドルに達すると予測されています。

電気自動車とハイブリッド車の両方に不可欠なのが電気駆動ユニット（EDU）で、バッテリーからの電気エネルギーを車輪を動かすための機械エネルギーに変換します。EDUは、電気モーター、パワーエレクトロニクス、トランスミッションなどの重要なシステムを小型で効果的なパッケージにまとめたものです。パワーエレクトロニクスは、電気モーターが生み出すトルクを制御・最適化し、スムーズな加速と減速を実現します。さらに、トランスミッションが走行状況の変化に応じてモーターの出力を調整するため、パワーと効率のバランスが保たれます。

国際エネルギー機関（IEA）によると、電気自動車の世界販売台数は2022年に1,000万台を超え、持続可能な輸送手段への移行における重要なマイルストーンとなります。

電気自動車（EV）への関心の高まり

世界の持続可能性へのシフトと化石燃料への依存度の低下により、電気自動車の導入が加速しています。EVは運転コストが低く、排出ガスも少ないため、環境問題に対する消費者の意識が高まるにつれて、個人や企業の間で人気が高まっています。さらに、今後10年間でEVの市場シェアは大幅に拡大するとの予測もあり、この動向は今後も続くことが予想されます。その結果、EVの運転に必要なEDUの需要も増加しています。

スタートアップ費用が高い

バッテリーや電気駆動ユニット（EDU）などの部品コストが高いため、電気自動車（EV）のイニシャルコストは従来の内燃機関車よりもまだ高いです。電池用のリチウムやモーター用のレアアースといった原材料の価格は、技術や製造技術の向上にもかかわらず上昇し続けています。さらに、このコスト差は、特に価格に敏感な市場では買い手を遠ざける可能性があり、EDU市場の拡大を制限することになります。

持続可能なエネルギー源の開発

電気自動車の充電は、太陽光、風力、水力などの再生可能エネルギー源の開発により、より持続可能なものとなりつつあります。再生可能エネルギーが世界のエネルギーミックスに占める割合が大きくなるにつれて、EVの環境面での利点は大きくなります。さらに、再生可能エネルギーと電気自動車の相乗効果により、EDUの需要が増加する可能性があり、政府や環境意識の高い消費者にとってEVの魅力が増す可能性があります。

内燃エンジン競合

電気自動車（EV）の台頭にもかかわらず、内燃機関車（ICE）が世界の自動車市場を独占し続けています。インフラが整備され、初期コストが安く、利便性が高いと認識されているため、従来のガソリン車やディーゼル車は多くの消費者の支持を集め続けています。さらに、電気駆動ユニット（EDU）市場は、内燃機関車（ICE）の持続的な人気によって脅かされており、EVが広く採用される妨げとなっています。

COVID-19の影響：

自動車産業はCOVID-19の大流行によって大きな影響を受け、これは電気駆動ユニット（EDU）市場にも影響を与えました。世界のロックダウンとサプライチェーンの混乱により、当初は自動車の販売と生産が急激に落ち込み、従来型自動車と電気自動車の両方に影響が及びました。経済の先行き不透明感に直面して消費マインドが低下し、新車需要が減少しました。さらに、パンデミックが蔓延するにつれ、環境の持続可能性と公衆衛生への関心の高まりに突き動かされ、電気自動車など、より環境に優しい交通手段を好む傾向が顕著になりました。

予測期間中、バッテリー電気自動車（BEV）セグメントが最大となる見込み

電気駆動ユニットの市場では、現在、バッテリー電気自動車（BEV）が最大のシェアを占めています。バッテリー電気自動車（BEV）は、バッテリーに蓄えられた電気のみで走行するため、内燃機関を必要としないです。環境意識の高まり、政府によるゼロエミッション車への補助金、コスト削減と航続距離の延長を実現するバッテリー技術の市場開拓などにより、この市場は急成長しています。さらに、大手自動車メーカーは、より厳しくなった排ガス規制と、環境に優しい交通手段を求める消費者ニーズの高まりを満たすため、BEVに多額の投資を行い、電気自動車の航続距離を伸ばしています。

予測期間中、自動車セグメントが最も高いCAGRが見込まれる

電気駆動ユニット市場では、自動車分野が最もCAGRが高いです。環境規制の高まり、バッテリー技術の飛躍的進歩、環境に優しい交通手段に対する消費者の嗜好などが、電気自動車（EV）に対する世界の需要を高めており、これがこの成長を後押ししています。厳しい排ガス規制を満たし、よりクリーンなエネルギーソリューションへの拡大傾向から利益を得るため、自動車メーカーは電気駆動動向に多額の投資を行っています。さらに、乗用車、トラック、商用車、電気バスやトラックのような特殊車両など、幅広い種類の自動車が電気駆動ユニット市場の自動車セグメントに含まれています。

最大のシェアを占める地域

アジア太平洋が電気駆動ユニット市場で最大のシェアを占めています。この優位性には、韓国、日本、中国などにおける電気自動車（EV）の大幅な生産と利用など、多くの要因が寄与しています。アジア太平洋の市場成長は、電動モビリティを支援する政府の取り組みや、バッテリー製造とEV充電ステーションインフラへの多額の投資によって加速しています。さらに、同地域が電気駆動ユニット市場で優位を占めているのは、大手自動車メーカーの存在と電動駆動トレインの技術開拓によるところも大きいです。

CAGRが最も高い地域：

北米は電気駆動ユニット市場で最もCAGRが高いです。厳しい排ガス規制、電気自動車（EV）の使用を奨励する政府の補助金、EV充電のための信頼できるインフラが、この拡大を後押ししています。メーカーによる大規模な投資とバッテリーおよび電気駆動系技術の開発により、米国とカナダは電気自動車市場の最先端を走っています。さらに、環境に優しい交通手段に対する消費者の意識の高まりと嗜好によって、北米の電気駆動ユニットに対するニーズが高まっています。

目次

第1章 エグゼクティブサマリー

第2章 序文

• 概要
• ステークホルダー
• 調査範囲
• 調査手法
  • データマイニング
  • データ分析
  • データ検証
  • 調査アプローチ
• 調査情報源
  • 1次調査情報源
  • 2次調査情報源
  • 前提条件

第3章 市場動向分析

• 促進要因
• 抑制要因
• 機会
• 脅威
• 製品分析
• 用途分析
• 新興市場
• COVID-19の影響

第4章 ポーターのファイブフォース分析

• 供給企業の交渉力
• 買い手の交渉力
• 代替品の脅威
• 新規参入業者の脅威
• 競争企業間の敵対関係

第5章 世界の電気駆動ユニット市場：製品別

• シングルモーター駆動ユニット
• デュアルモーター駆動ユニット
• 統合駆動ユニット
• その他の製品

第6章 世界の電気駆動ユニット市場：冷却剤別

• 水グリコール
• オイルベース
• その他の冷却剤

第7章 世界の電気駆動ユニット市場：駆動タイプ別

• バッテリー電気自動車（BEV）
• プラグインハイブリッド電気自動車（PHEV）
• ハイブリッド電気自動車（HEV）

第8章 世界の電気駆動ユニット市場：用途別

• 自動車
• 公共交通機関
• 産業機器
• 農業機械
• 航空宇宙・航空
• 建設・鉱業
• 鉄道輸送
• その他の用途

第9章 世界の電気駆動ユニット市場：地域別

• 北米
  • 米国
  • カナダ
  • メキシコ
• 欧州
  • ドイツ
  • 英国
  • イタリア
  • フランス
  • スペイン
  • その他の欧州
• アジア太平洋
  • 日本
  • 中国
  • インド
  • オーストラリア
  • ニュージーランド
  • 韓国
  • その他のアジア太平洋
• 南米
  • アルゼンチン
  • ブラジル
  • チリ
  • その他の南米
• 中東・アフリカ
  • サウジアラビア
  • アラブ首長国連邦
  • カタール
  • 南アフリカ
  • その他の中東・アフリカ

第10章 主な発展

• 契約、パートナーシップ、コラボレーション、合弁事業
• 買収と合併
• 新製品発売
• 事業拡大
• その他の主要戦略

第11章 企業プロファイリング

• Schneider Electric
• Fuji Electric
• Dana Incorporated
• Magna International Inc.
• BorgWarner Inc.
• Hitachi Automotive Systems
• Emerson Electric
• Robert Bosch GmbH
• Mitsubishi Electric
• Schaeffler AG
• ABB
• Nidec Corporation
• Siemens
• Continental AG
• MAHLE Polska Sp. z o.o
• ZF Friedrichshafen AG
• Yaskawa Electric

List of Tables

• Table 1 Global Electric Drive Unit Market Outlook, By Region (2022-2030) ($MN)
• Table 2 Global Electric Drive Unit Market Outlook, By Product (2022-2030) ($MN)
• Table 3 Global Electric Drive Unit Market Outlook, By Single Motor Drive Units (2022-2030) ($MN)
• Table 4 Global Electric Drive Unit Market Outlook, By Dual Motor Drive Units (2022-2030) ($MN)
• Table 5 Global Electric Drive Unit Market Outlook, By Integrated Drive Units (2022-2030) ($MN)
• Table 6 Global Electric Drive Unit Market Outlook, By Other Products (2022-2030) ($MN)
• Table 7 Global Electric Drive Unit Market Outlook, By Coolant (2022-2030) ($MN)
• Table 8 Global Electric Drive Unit Market Outlook, By Water Glycol (2022-2030) ($MN)
• Table 9 Global Electric Drive Unit Market Outlook, By Oil Based (2022-2030) ($MN)
• Table 10 Global Electric Drive Unit Market Outlook, By Other Coolants (2022-2030) ($MN)
• Table 11 Global Electric Drive Unit Market Outlook, By Drive Type (2022-2030) ($MN)
• Table 12 Global Electric Drive Unit Market Outlook, By Battery Electric Vehicles (BEV) (2022-2030) ($MN)
• Table 13 Global Electric Drive Unit Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEV) (2022-2030) ($MN)
• Table 14 Global Electric Drive Unit Market Outlook, By Hybrid Electric Vehicles (HEV) (2022-2030) ($MN)
• Table 15 Global Electric Drive Unit Market Outlook, By Application (2022-2030) ($MN)
• Table 16 Global Electric Drive Unit Market Outlook, By Automotive (2022-2030) ($MN)
• Table 17 Global Electric Drive Unit Market Outlook, By Public Transport (2022-2030) ($MN)
• Table 18 Global Electric Drive Unit Market Outlook, By Industrial Equipment (2022-2030) ($MN)
• Table 19 Global Electric Drive Unit Market Outlook, By Agricultural Machinery (2022-2030) ($MN)
• Table 20 Global Electric Drive Unit Market Outlook, By Aerospace and Aviation (2022-2030) ($MN)
• Table 21 Global Electric Drive Unit Market Outlook, By Construction and Mining (2022-2030) ($MN)
• Table 22 Global Electric Drive Unit Market Outlook, By Rail Transportation (2022-2030) ($MN)
• Table 23 Global Electric Drive Unit Market Outlook, By Other Applications (2022-2030) ($MN)
• Table 24 North America Electric Drive Unit Market Outlook, By Country (2022-2030) ($MN)
• Table 25 North America Electric Drive Unit Market Outlook, By Product (2022-2030) ($MN)
• Table 26 North America Electric Drive Unit Market Outlook, By Single Motor Drive Units (2022-2030) ($MN)
• Table 27 North America Electric Drive Unit Market Outlook, By Dual Motor Drive Units (2022-2030) ($MN)
• Table 28 North America Electric Drive Unit Market Outlook, By Integrated Drive Units (2022-2030) ($MN)
• Table 29 North America Electric Drive Unit Market Outlook, By Other Products (2022-2030) ($MN)
• Table 30 North America Electric Drive Unit Market Outlook, By Coolant (2022-2030) ($MN)
• Table 31 North America Electric Drive Unit Market Outlook, By Water Glycol (2022-2030) ($MN)
• Table 32 North America Electric Drive Unit Market Outlook, By Oil Based (2022-2030) ($MN)
• Table 33 North America Electric Drive Unit Market Outlook, By Other Coolants (2022-2030) ($MN)
• Table 34 North America Electric Drive Unit Market Outlook, By Drive Type (2022-2030) ($MN)
• Table 35 North America Electric Drive Unit Market Outlook, By Battery Electric Vehicles (BEV) (2022-2030) ($MN)
• Table 36 North America Electric Drive Unit Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEV) (2022-2030) ($MN)
• Table 37 North America Electric Drive Unit Market Outlook, By Hybrid Electric Vehicles (HEV) (2022-2030) ($MN)
• Table 38 North America Electric Drive Unit Market Outlook, By Application (2022-2030) ($MN)
• Table 39 North America Electric Drive Unit Market Outlook, By Automotive (2022-2030) ($MN)
• Table 40 North America Electric Drive Unit Market Outlook, By Public Transport (2022-2030) ($MN)
• Table 41 North America Electric Drive Unit Market Outlook, By Industrial Equipment (2022-2030) ($MN)
• Table 42 North America Electric Drive Unit Market Outlook, By Agricultural Machinery (2022-2030) ($MN)
• Table 43 North America Electric Drive Unit Market Outlook, By Aerospace and Aviation (2022-2030) ($MN)
• Table 44 North America Electric Drive Unit Market Outlook, By Construction and Mining (2022-2030) ($MN)
• Table 45 North America Electric Drive Unit Market Outlook, By Rail Transportation (2022-2030) ($MN)
• Table 46 North America Electric Drive Unit Market Outlook, By Other Applications (2022-2030) ($MN)
• Table 47 Europe Electric Drive Unit Market Outlook, By Country (2022-2030) ($MN)
• Table 48 Europe Electric Drive Unit Market Outlook, By Product (2022-2030) ($MN)
• Table 49 Europe Electric Drive Unit Market Outlook, By Single Motor Drive Units (2022-2030) ($MN)
• Table 50 Europe Electric Drive Unit Market Outlook, By Dual Motor Drive Units (2022-2030) ($MN)
• Table 51 Europe Electric Drive Unit Market Outlook, By Integrated Drive Units (2022-2030) ($MN)
• Table 52 Europe Electric Drive Unit Market Outlook, By Other Products (2022-2030) ($MN)
• Table 53 Europe Electric Drive Unit Market Outlook, By Coolant (2022-2030) ($MN)
• Table 54 Europe Electric Drive Unit Market Outlook, By Water Glycol (2022-2030) ($MN)
• Table 55 Europe Electric Drive Unit Market Outlook, By Oil Based (2022-2030) ($MN)
• Table 56 Europe Electric Drive Unit Market Outlook, By Other Coolants (2022-2030) ($MN)
• Table 57 Europe Electric Drive Unit Market Outlook, By Drive Type (2022-2030) ($MN)
• Table 58 Europe Electric Drive Unit Market Outlook, By Battery Electric Vehicles (BEV) (2022-2030) ($MN)
• Table 59 Europe Electric Drive Unit Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEV) (2022-2030) ($MN)
• Table 60 Europe Electric Drive Unit Market Outlook, By Hybrid Electric Vehicles (HEV) (2022-2030) ($MN)
• Table 61 Europe Electric Drive Unit Market Outlook, By Application (2022-2030) ($MN)
• Table 62 Europe Electric Drive Unit Market Outlook, By Automotive (2022-2030) ($MN)
• Table 63 Europe Electric Drive Unit Market Outlook, By Public Transport (2022-2030) ($MN)
• Table 64 Europe Electric Drive Unit Market Outlook, By Industrial Equipment (2022-2030) ($MN)
• Table 65 Europe Electric Drive Unit Market Outlook, By Agricultural Machinery (2022-2030) ($MN)
• Table 66 Europe Electric Drive Unit Market Outlook, By Aerospace and Aviation (2022-2030) ($MN)
• Table 67 Europe Electric Drive Unit Market Outlook, By Construction and Mining (2022-2030) ($MN)
• Table 68 Europe Electric Drive Unit Market Outlook, By Rail Transportation (2022-2030) ($MN)
• Table 69 Europe Electric Drive Unit Market Outlook, By Other Applications (2022-2030) ($MN)
• Table 70 Asia Pacific Electric Drive Unit Market Outlook, By Country (2022-2030) ($MN)
• Table 71 Asia Pacific Electric Drive Unit Market Outlook, By Product (2022-2030) ($MN)
• Table 72 Asia Pacific Electric Drive Unit Market Outlook, By Single Motor Drive Units (2022-2030) ($MN)
• Table 73 Asia Pacific Electric Drive Unit Market Outlook, By Dual Motor Drive Units (2022-2030) ($MN)
• Table 74 Asia Pacific Electric Drive Unit Market Outlook, By Integrated Drive Units (2022-2030) ($MN)
• Table 75 Asia Pacific Electric Drive Unit Market Outlook, By Other Products (2022-2030) ($MN)
• Table 76 Asia Pacific Electric Drive Unit Market Outlook, By Coolant (2022-2030) ($MN)
• Table 77 Asia Pacific Electric Drive Unit Market Outlook, By Water Glycol (2022-2030) ($MN)
• Table 78 Asia Pacific Electric Drive Unit Market Outlook, By Oil Based (2022-2030) ($MN)
• Table 79 Asia Pacific Electric Drive Unit Market Outlook, By Other Coolants (2022-2030) ($MN)
• Table 80 Asia Pacific Electric Drive Unit Market Outlook, By Drive Type (2022-2030) ($MN)
• Table 81 Asia Pacific Electric Drive Unit Market Outlook, By Battery Electric Vehicles (BEV) (2022-2030) ($MN)
• Table 82 Asia Pacific Electric Drive Unit Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEV) (2022-2030) ($MN)
• Table 83 Asia Pacific Electric Drive Unit Market Outlook, By Hybrid Electric Vehicles (HEV) (2022-2030) ($MN)
• Table 84 Asia Pacific Electric Drive Unit Market Outlook, By Application (2022-2030) ($MN)
• Table 85 Asia Pacific Electric Drive Unit Market Outlook, By Automotive (2022-2030) ($MN)
• Table 86 Asia Pacific Electric Drive Unit Market Outlook, By Public Transport (2022-2030) ($MN)
• Table 87 Asia Pacific Electric Drive Unit Market Outlook, By Industrial Equipment (2022-2030) ($MN)
• Table 88 Asia Pacific Electric Drive Unit Market Outlook, By Agricultural Machinery (2022-2030) ($MN)
• Table 89 Asia Pacific Electric Drive Unit Market Outlook, By Aerospace and Aviation (2022-2030) ($MN)
• Table 90 Asia Pacific Electric Drive Unit Market Outlook, By Construction and Mining (2022-2030) ($MN)
• Table 91 Asia Pacific Electric Drive Unit Market Outlook, By Rail Transportation (2022-2030) ($MN)
• Table 92 Asia Pacific Electric Drive Unit Market Outlook, By Other Applications (2022-2030) ($MN)
• Table 93 South America Electric Drive Unit Market Outlook, By Country (2022-2030) ($MN)
• Table 94 South America Electric Drive Unit Market Outlook, By Product (2022-2030) ($MN)
• Table 95 South America Electric Drive Unit Market Outlook, By Single Motor Drive Units (2022-2030) ($MN)
• Table 96 South America Electric Drive Unit Market Outlook, By Dual Motor Drive Units (2022-2030) ($MN)
• Table 97 South America Electric Drive Unit Market Outlook, By Integrated Drive Units (2022-2030) ($MN)
• Table 98 South America Electric Drive Unit Market Outlook, By Other Products (2022-2030) ($MN)
• Table 99 South America Electric Drive Unit Market Outlook, By Coolant (2022-2030) ($MN)
• Table 100 South America Electric Drive Unit Market Outlook, By Water Glycol (2022-2030) ($MN)
• Table 101 South America Electric Drive Unit Market Outlook, By Oil Based (2022-2030) ($MN)
• Table 102 South America Electric Drive Unit Market Outlook, By Other Coolants (2022-2030) ($MN)
• Table 103 South America Electric Drive Unit Market Outlook, By Drive Type (2022-2030) ($MN)
• Table 104 South America Electric Drive Unit Market Outlook, By Battery Electric Vehicles (BEV) (2022-2030) ($MN)
• Table 105 South America Electric Drive Unit Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEV) (2022-2030) ($MN)
• Table 106 South America Electric Drive Unit Market Outlook, By Hybrid Electric Vehicles (HEV) (2022-2030) ($MN)
• Table 107 South America Electric Drive Unit Market Outlook, By Application (2022-2030) ($MN)
• Table 108 South America Electric Drive Unit Market Outlook, By Automotive (2022-2030) ($MN)
• Table 109 South America Electric Drive Unit Market Outlook, By Public Transport (2022-2030) ($MN)
• Table 110 South America Electric Drive Unit Market Outlook, By Industrial Equipment (2022-2030) ($MN)
• Table 111 South America Electric Drive Unit Market Outlook, By Agricultural Machinery (2022-2030) ($MN)
• Table 112 South America Electric Drive Unit Market Outlook, By Aerospace and Aviation (2022-2030) ($MN)
• Table 113 South America Electric Drive Unit Market Outlook, By Construction and Mining (2022-2030) ($MN)
• Table 114 South America Electric Drive Unit Market Outlook, By Rail Transportation (2022-2030) ($MN)
• Table 115 South America Electric Drive Unit Market Outlook, By Other Applications (2022-2030) ($MN)
• Table 116 Middle East & Africa Electric Drive Unit Market Outlook, By Country (2022-2030) ($MN)
• Table 117 Middle East & Africa Electric Drive Unit Market Outlook, By Product (2022-2030) ($MN)
• Table 118 Middle East & Africa Electric Drive Unit Market Outlook, By Single Motor Drive Units (2022-2030) ($MN)
• Table 119 Middle East & Africa Electric Drive Unit Market Outlook, By Dual Motor Drive Units (2022-2030) ($MN)
• Table 120 Middle East & Africa Electric Drive Unit Market Outlook, By Integrated Drive Units (2022-2030) ($MN)
• Table 121 Middle East & Africa Electric Drive Unit Market Outlook, By Other Products (2022-2030) ($MN)
• Table 122 Middle East & Africa Electric Drive Unit Market Outlook, By Coolant (2022-2030) ($MN)
• Table 123 Middle East & Africa Electric Drive Unit Market Outlook, By Water Glycol (2022-2030) ($MN)
• Table 124 Middle East & Africa Electric Drive Unit Market Outlook, By Oil Based (2022-2030) ($MN)
• Table 125 Middle East & Africa Electric Drive Unit Market Outlook, By Other Coolants (2022-2030) ($MN)
• Table 126 Middle East & Africa Electric Drive Unit Market Outlook, By Drive Type (2022-2030) ($MN)
• Table 127 Middle East & Africa Electric Drive Unit Market Outlook, By Battery Electric Vehicles (BEV) (2022-2030) ($MN)
• Table 128 Middle East & Africa Electric Drive Unit Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEV) (2022-2030) ($MN)
• Table 129 Middle East & Africa Electric Drive Unit Market Outlook, By Hybrid Electric Vehicles (HEV) (2022-2030) ($MN)
• Table 130 Middle East & Africa Electric Drive Unit Market Outlook, By Application (2022-2030) ($MN)
• Table 131 Middle East & Africa Electric Drive Unit Market Outlook, By Automotive (2022-2030) ($MN)
• Table 132 Middle East & Africa Electric Drive Unit Market Outlook, By Public Transport (2022-2030) ($MN)
• Table 133 Middle East & Africa Electric Drive Unit Market Outlook, By Industrial Equipment (2022-2030) ($MN)
• Table 134 Middle East & Africa Electric Drive Unit Market Outlook, By Agricultural Machinery (2022-2030) ($MN)
• Table 135 Middle East & Africa Electric Drive Unit Market Outlook, By Aerospace and Aviation (2022-2030) ($MN)
• Table 136 Middle East & Africa Electric Drive Unit Market Outlook, By Construction and Mining (2022-2030) ($MN)
• Table 137 Middle East & Africa Electric Drive Unit Market Outlook, By Rail Transportation (2022-2030) ($MN)
• Table 138 Middle East & Africa Electric Drive Unit Market Outlook, By Other Applications (2022-2030) ($MN)

According to Stratistics MRC, the Global Electric Drive Unit Market is accounted for $24.16 billion in 2024 and is expected to reach $75.08 billion by 2030 growing at a CAGR of 20.8% during the forecast period. An essential part of both electric and hybrid cars are the electric drive unit (EDU), which transforms electrical energy from the battery into mechanical energy to move the wheels. It combines the electric motor, power electronics, and transmission, among other important systems, into a small, effective package. The power electronics control and optimize the torque produced by the electric motor to provide smooth acceleration and deceleration. Moreover, power and efficiency are balanced as the transmission adjusts the motor's output to the changing driving conditions.

According to the International Energy Agency (IEA), global electric vehicle sales reached over 10 million in 2022, marking a significant milestone in the transition towards sustainable transportation.

Market Dynamics:

Driver:

Growing interest in electric cars (EVs)

The adoption of electric vehicles is accelerating due to the global shift towards sustainability and a reduction in reliance on fossil fuels. Due to their lower operating costs and lower emissions, EVs are becoming more and more popular among individuals and businesses as consumer awareness of environmental issues grows. Additionally, projections indicate that over the next ten years, the market share of EVs is expected to grow significantly, indicating that this trend will continue. As a result, there is a corresponding rise in demand for EDUs, which are necessary for EV operation.

Restraint:

High start-up expense

Due to the high cost of parts like batteries and electric drive units (EDUs), the initial cost of electric vehicles (EVs) is still higher than that of conventional internal combustion engine vehicles. The price of raw materials like lithium for batteries and rare earth metals for motors continues to rise despite improvements in technology and manufacturing techniques. Furthermore, this cost difference has the potential to turn away buyers, particularly in price-sensitive markets, which would limit the expansion of the EDU market.

Opportunity:

Development of sustainable energy sources

Electric vehicle charging is becoming more sustainable owing to the development of renewable energy sources like solar, wind, and hydroelectric power. The environmental advantages of EVs grow as renewable energy becomes a larger portion of the world's energy mix. Moreover, the demand for EDUs may increase as a result of the synergy between renewable energy and electric vehicles, which can make EVs more appealing to governments and environmentally conscious consumers.

Threat:

Internal combustion engine competition

Internal combustion engine (ICE) vehicles continue to rule the global automotive markets despite the rise of electric vehicles (EVs). Because of their well-established infrastructure, cheaper initial costs, and perceived convenience, traditional gasoline and diesel-powered vehicles continue to garner the loyalty of many consumers. Additionally, the market for electric drive units (EDUs) is threatened by the sustained popularity of internal combustion engine (ICE) vehicles, which will prevent EVs from being widely adopted.

Covid-19 Impact:

The automotive industry was significantly impacted by the COVID-19 pandemic, which also affected the market for electric drive units (EDUs). Global lockdowns and supply chain disruptions initially caused a precipitous drop in car sales and production, which affected both conventional and electric vehicles. In the face of economic uncertainty, consumer confidence declined, which reduced demand for new cars. Furthermore, as the pandemic spread, there was a discernible shift in favour of greener transportation options, such as electric cars, motivated by increased concern for environmental sustainability and public health.

The Battery Electric Vehicles (BEV) segment is expected to be the largest during the forecast period

In the market for electric drive units, battery electric vehicles (BEVs) presently have the largest share. Battery-electric vehicles (BEVs) do not require internal combustion engines because they run entirely on electricity stored in batteries. This market has grown quickly due to rising environmental consciousness, government subsidies for zero-emission cars, and developments in battery technology that lower costs and increase range. Moreover, major automakers are making significant investments in BEVs and increasing the range of electric vehicles they offer to satisfy stricter emissions regulations and growing consumer demand for environmentally friendly transportation options.

The Automotive segment is expected to have the highest CAGR during the forecast period

In the electric drive unit market, the automotive segment has the highest CAGR. Rising environmental regulations, battery technology breakthroughs, and consumer preference for environmentally friendly transportation options are all contributing factors to the global demand for electric vehicles (EVs), which is driving this growth. To meet strict emissions regulations and profit from the expanding trend towards cleaner energy solutions, automakers are heavily investing in electric drive trains. Additionally, a broad variety of automobiles, including passenger cars, trucks, and commercial vehicles, as well as specialty vehicles like electric buses and trucks, are included in the automotive segment of the Electric Drive Unit Market.

Region with largest share:

Asia-Pacific (APAC) holds the largest market share for electric drive units. Numerous factors contribute to this dominance, including the significant production and use of electric vehicles (EVs) in nations like South Korea, Japan, and China. APAC's market growth has accelerated due to government initiatives supporting electric mobility and significant investments in battery manufacturing and EV charging station infrastructure. Furthermore, the region's dominance in the electric drive unit market is also largely due to the existence of large automakers and technological developments in electric drive trains.

Region with highest CAGR:

North America has the highest CAGR in the market for electric drive units. Tight emission limits, government subsidies encouraging the use of electric vehicles (EVs), and a reliable infrastructure for EV charging are driving this expansion. Owing to large manufacturer investments and developments in battery and electric drive train technologies, the United States and Canada are at the forefront of the electric vehicle market. Additionally, North America's need for electric drive units is being driven by rising consumer awareness of and preference for environmentally friendly transportation options.

Key players in the market

Some of the key players in Electric Drive Unit market include Schneider Electric, Fuji Electric, Dana Incorporated, Magna International Inc., BorgWarner Inc., Hitachi Automotive Systems, Emerson Electric, Robert Bosch GmbH, Mitsubishi Electric, Schaeffler AG, ABB, Nidec Corporation, Siemens, Continental AG, MAHLE Polska Sp. z o.o, ZF Friedrichshafen AG and Yaskawa Electric.

Key Developments:

In February 2024, Schneider Electric, a digital energy and automation Manager Company recently announced its investment in a portfolio of Texas-based clean energy projects. Through this, it utilized a Tax Credit Transfer Agreement (TCTA) for solar and battery storage systems developed, built, and operated by ENGIE North America (ENGIE).

In November 2023, BorgWarner has reached an agreement with a major global OEM to supply its 400V high voltage coolant heaters (HVCH) for the automaker's European light vehicle program. The anticipated start of production for the HVCH technology is in 2026. This business win marks the second HVCH contract secured with the global automaker over the course of two months, with the wins spanning different regions.

In August 2023, Emerson announced a definitive agreement to acquire FLEXIM Flexible IndustriemeBtechnik GmbH ("Flexim"), a global leader in clamp-on ultrasonic flow measurement for liquids, gases and steam. Headquartered in Berlin, Germany, Flexim brings highly differentiated, complementary technology and strong customer relationships to Emerson, with an installed base of more than 100,000 flowmeters, as well as approximately 450 employees.

Products Covered:

• Single Motor Drive Units
• Dual Motor Drive Units
• Integrated Drive Units
• Other Products

Coolants Covered:

• Water Glycol
• Oil Based
• Other Coolants

Drive Types Covered:

• Battery Electric Vehicles (BEV)
• Plug-in Hybrid Electric Vehicles (PHEV)
• Hybrid Electric Vehicles (HEV)

Applications Covered:

• Automotive
• Public Transport
• Industrial Equipment
• Agricultural Machinery
• Aerospace and Aviation
• Construction and Mining
• Rail Transportation
• Other Applications

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Product Analysis
• 3.7 Application Analysis
• 3.8 Emerging Markets
• 3.9 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Electric Drive Unit Market, By Product

• 5.1 Introduction
• 5.2 Single Motor Drive Units
• 5.3 Dual Motor Drive Units
• 5.4 Integrated Drive Units
• 5.5 Other Products

6 Global Electric Drive Unit Market, By Coolant

• 6.1 Introduction
• 6.2 Water Glycol
• 6.3 Oil Based
• 6.4 Other Coolants

7 Global Electric Drive Unit Market, By Drive Type

• 7.1 Introduction
• 7.2 Battery Electric Vehicles (BEV)
• 7.3 Plug-in Hybrid Electric Vehicles (PHEV)
• 7.4 Hybrid Electric Vehicles (HEV)

8 Global Electric Drive Unit Market, By Application

• 8.1 Introduction
• 8.2 Automotive
• 8.3 Public Transport
• 8.4 Industrial Equipment
• 8.5 Agricultural Machinery
• 8.6 Aerospace and Aviation
• 8.7 Construction and Mining
• 8.8 Rail Transportation
• 8.9 Other Applications

9 Global Electric Drive Unit Market, By Geography

• 9.1 Introduction
• 9.2 North America
  • 9.2.1 US
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 Italy
  • 9.3.4 France
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 Japan
  • 9.4.2 China
  • 9.4.3 India
  • 9.4.4 Australia
  • 9.4.5 New Zealand
  • 9.4.6 South Korea
  • 9.4.7 Rest of Asia Pacific
• 9.5 South America
  • 9.5.1 Argentina
  • 9.5.2 Brazil
  • 9.5.3 Chile
  • 9.5.4 Rest of South America
• 9.6 Middle East & Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 UAE
  • 9.6.3 Qatar
  • 9.6.4 South Africa
  • 9.6.5 Rest of Middle East & Africa

10 Key Developments

• 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 10.2 Acquisitions & Mergers
• 10.3 New Product Launch
• 10.4 Expansions
• 10.5 Other Key Strategies

11 Company Profiling

• 11.1 Schneider Electric
• 11.2 Fuji Electric
• 11.3 Dana Incorporated
• 11.4 Magna International Inc.
• 11.5 BorgWarner Inc.
• 11.6 Hitachi Automotive Systems
• 11.7 Emerson Electric
• 11.8 Robert Bosch GmbH
• 11.9 Mitsubishi Electric
• 11.10 Schaeffler AG
• 11.11 ABB
• 11.12 Nidec Corporation
• 11.13 Siemens
• 11.14 Continental AG
• 11.15 MAHLE Polska Sp. z o.o
• 11.16 ZF Friedrichshafen AG
• 11.17 Yaskawa Electric