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市場調査レポート
商品コード
1622039
自動車用ドライブシャフトの世界市場規模:地域別、範囲および予測Global Automotive Drive Shafts Market Size By Drive Type (Rear-Wheel Drive, All-Wheel Drive, Front-Wheel Drive), By Vehicle Type (Passenger Cars, Commercial Vehicles), By Sales Channel (OEM, Aftermarket), By Geographic Scope And Forecast |
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自動車用ドライブシャフトの世界市場規模:地域別、範囲および予測 |
出版日: 2024年07月17日
発行: Verified Market Research
ページ情報: 英文 202 Pages
納期: 2~3営業日
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自動車用ドライブシャフトの市場規模は、2024年には335億8,000万米ドルとなり、2031年には494億3,000万米ドルに達すると予測され、2024年から2031年までのCAGRは4.95%で成長すると予測されます。自動車用ドライブシャフトは、トルクと回転をエンジンから車輪に伝達し、運動を促進する自動車の重要な部品です。ドライブシャフトは、ドライブトレインのさまざまな部分(通常、トランスミッションと、後輪駆動車または全輪駆動車のディファレンシャル)を接続し、効率的な車両運転のための動力伝達を可能にします。さまざまなトルクや回転力に対応できるように設計されたドライブシャフトは、スチール、アルミニウム、カーボンファイバーなどの高強度材料を使用して製造されています。そのバランスと耐久性は、振動を最小限に抑え、スムーズで安全な車両性能を確保するために不可欠です。
自動車用ドライブシャフトは、乗用車や大型車など、さまざまな車両分野で使用されています。燃費の良い自動車や電気自動車への需要の高まりにより、メーカーはより軽く、より強く、よりエネルギー効率の良いドライブシャフトを作る必要に迫られています。材料と製造技術の進歩により、軽量化と同時に性能も向上し、燃費の向上と排出ガスの低減が見込まれます。
電気自動車(EV)の普及が国際的に進むにつれて、自動車用ドライブシャフトは、電動パワートレイン向けの設計の改善や、安全性と診断機能を向上させるためのスマートセンサーの搭載など、大幅な変化を遂げることになるでしょう。
自動車用ドライブシャフトの世界市場を形成している主な市場力学
主な市場促進要因
電気自動車(EV)の成長:
電気自動車(EV)生産の急速な拡大が、EVパワートレイン特有の要件を満たすための軽量ドライブシャフト技術の進歩を促しています。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2021年に660万台に増加し、世界の自動車産業の9%を占めるまでにほぼ倍増します。このニーズは、車両重量を減らしながら高トルクを管理できる高度なドライブシャフトの必要性を生み出し、それによってエネルギー経済性を向上させ、走行距離を延ばすことができます。
スポーツ用多目的車(SUV)の需要増加:
EPAによると、SUVと小型商用車の人気の高まりがドライブシャフト市場の開拓を後押ししており、これらの車種は米国の新車販売台数の約78%を占め、2015年の52%から増加しています。SUVと小型トラックは、性能とオフロード性能に必要なトルクの増加と全輪駆動システムを管理するために、より耐久性が高く堅牢なドライブシャフトを必要とし、その結果、車両の耐久性とハンドリングを向上させる革新的なドライブシャフト技術に対する大きな需要が生じています。
インフラ開発:
新興経済諸国におけるインフラ開発は商用車製造を急がせ、ヘビーデューティドライブシャフトの需要を大幅に増加させています。India Brand Equity Foundation(IBEF)によると、インドの商用車生産台数は2021~22年度に80万6,000台に達し、2025年までのCAGRは12.5%と予測されています。インフラプロジェクトが成長するにつれて、商用車は資材や機器の輸送に必要とされ、高荷重と長時間の運転という過酷な要求に耐える強力なドライブシャフトが必要となり、長寿命のドライブシャフトシステム市場を牽引しています。
主な課題
原材料コストの上昇:
ドライブシャフトの製造に不可欠な部品である鉄鋼、アルミニウム、炭素繊維のコスト上昇は、製造費用に直接的な影響を与えます。世界のサプライチェーンの混乱により原材料価格が変動すると、生産者は製造コストの増大に直面し、品質を犠牲にすることなく価格戦略のバランスをとることが課題となります。価格の変動は、特に小規模な生産者にとっては収益性に影響を及ぼし、費用対効果の高い供給品や代替品への需要が高まる。
EVの耐久性と高トルク対応:
電気自動車(EV)には明確なトルク特性があるため、急激なトルク変動に耐えるドライブシャフトが必要となります。従来のドライブシャフトではこの要件を満たせない場合があり、特殊で長持ちする材料と設計を使用する必要があります。問題は、軽量でEVパワートレインに耐えられるドライブシャフトを作ることであり、製造コストと技術的な複雑さが増します。
メンテナンスとライフサイクルの問題:
大型車や商用車のドライブシャフトは厳しい応力にさらされるため、長期的な耐久性とメンテナンスの懸念があります。頻繁に修理することなくドライブシャフトの寿命を向上させるという課題は、顧客の満足と信頼性を優先するメーカーにとって難題です。このようなライフサイクルの懸念に対処するには、耐久性のある材料と精密なエンジニアリングが必要であり、製造コストが上昇し、収益性が低下します。
主な動向:
軽量素材へのシフト:
自動車メーカーは、燃費を向上させ、排出ガスを最小限に抑えるため、ドライブシャフトにカーボンファイバーやアルミニウムなどの軽量素材を使用するようになってきています。この動向を後押ししているのは、環境への影響が少ない軽量な自動車を求める世界の規制基準です。ドライブシャフトに軽量材料を使用することで、メーカーは性能を損なうことなくこうした規制を達成できるため、市場はより斬新な材料へと向かっています。
複合ドライブシャフトの採用:
炭素繊維強化ポリマーなどの複合材料は、強度が高く軽量なドライブシャフトを製造するために採用されるようになってきています。これらの材料は高い強度対重量比と耐久性を持ち、性能の高い自動車や電気自動車に理想的です。複合材料への移行は、燃費効率と軽量化という業界の願望を支援し、環境と性能の両方を向上させる開発につながります。
電気自動車(EV)用ドライブシャフトの需要増加
EVの普及に伴い、電動パワートレインの異常なトルク出力に対応できるドライブシャフトの需要が高まっています。EVは高トルクで高速にパワーを伝達するため、より耐久性の高い特殊なドライブシャフトが頻繁に必要とされます。この動向により、メーカーはEV用途に特化した新しい設計と材料の開発に取り組んでおり、その結果、EV対応のドライブシャフト技術が大きく発展しています。
Automotive Drive Shafts Market size was valued at USD 33.58 Billion in 2024 and is projected to reach USD 49.43 Billion by 2031 , growing at a CAGR of 4.95% from 2024 to 2031. Automotive drive shafts are critical components in vehicles that transfer torque and rotation from the engine to the wheels, facilitating motion. They connect different parts of the drivetrain-typically the transmission to the differential in rear-wheel or all-wheel-drive vehicles-enabling power transmission for efficient vehicle operation. Designed to handle varying degrees of torque and rotational force, drive shafts are manufactured using high-strength materials such as steel, aluminum, and carbon fiber. Their balance and durability are essential to minimize vibrations, ensuring smooth and safe vehicle performance.
Automotive drive shafts can be found in a variety of vehicle sectors, including passenger automobiles and heavy-duty vehicles. The growing demand for fuel-efficient and electric automobiles is driving manufacturers to create lighter, stronger, and more energy-efficient drive shafts. Advances in materials and manufacturing techniques are projected to improve performance while reducing weight, resulting in increased fuel efficiency and lower emissions.
As electric vehicle (EV) use grows internationally, automotive drive shafts will undergo substantial changes, such as improving designs for electric powertrains and incorporating smart sensors to improve safety and diagnostic capabilities.
The key market dynamics that are shaping the global automotive drive shafts market include:
Key Market Drivers:
Growing Electric Vehicle (EV):
The rapid expansion of electric vehicle (EV) production is driving advancements in lightweight drive shaft technologies to fulfill the specific requirements of EV powertrains. According to the International Energy Agency (IEA), global electric vehicle sales increased to 6.6 million units in 2021, nearly doubling to account for 9% of the global automotive industry. This need creates a need for sophisticated drive shafts that can manage high torque while decreasing vehicle weight, thereby improving energy economy and extending driving range, both of which are critical for enhancing EV performance and market appeal.
Rising demand for Sports Utility Vehicles (SUVs):
The growing popularity of SUVs and light commercial vehicles is driving development in the drive shaft market, with these vehicle types accounting for roughly 78% of new U.S. sales, up from 52% in 2015, according to the EPA. SUVs and light trucks require more durable, robust drive shafts to manage the increased torque and all-wheel-drive systems required for performance and off-road capabilities, resulting in a significant demand for innovative drive shaft technology that improves vehicle durability and handling.
Infrastructure Development:
Infrastructure development in emerging economies is hastening commercial vehicle manufacturing, greatly increasing demand for heavy-duty drive shafts. According to the India Brand Equity Foundation (IBEF), commercial vehicle production in India reached 806,000 units in fiscal year 2021-22, with a CAGR of 12.5% predicted through 2025. As infrastructure projects grow, commercial vehicles are required to transport materials and equipment, necessitating strong drive shafts to withstand the harsh demands of heavy loads and lengthy operations, driving the market for long-lasting drive shaft systems.
Key Challenges:
Rising Raw Material Costs:
The rising costs of steel, aluminum, and carbon fiber, which are essential components in drive shaft manufacture, have a direct impact on production expenses. As raw material prices fluctuate due to global supply chain disruptions, producers face greater manufacturing costs, posing a challenge to balance pricing strategies without sacrificing quality. Price fluctuation has an impact on profitability, particularly for smaller producers, and increases the demand for cost-effective supplies or alternatives.
Durability and High Torque Handling in EVs:
Electric cars (EVs) have distinct torque characteristics that necessitate drive shafts that can resist abrupt bursts of torque. Traditional drive shafts may fall short of these requirements, necessitating the use of specialized, long-lasting materials and designs. The issue lies in creating drive shafts that are both lightweight and capable of withstanding EV powertrains, adding to production costs and technological complications.
Maintenance and Lifecycle Concerns:
Drive shafts in heavy-duty and commercial vehicles are subjected to severe stress, which can contribute to long-term durability and maintenance concerns. The requirement to improve drive shaft longevity without frequent repairs presents a challenge for manufacturers who prioritize customer happiness and reliability. Addressing these lifecycle concerns necessitates durable materials and precise engineering, which raises production costs and reduces profitability.
Key Trends:
Shift Toward Lightweight Materials:
Automotive manufacturers are increasingly using lightweight materials for drive shafts, such as carbon fiber and aluminum, to enhance fuel efficiency and minimize emissions. The trend is being driven by global regulatory norms that require lighter automobiles with lesser environmental effects. Using lightweight materials in drive shafts enables manufacturers to achieve these regulations without losing performance, propelling the market toward more novel materials.
Adoption of Composite Drive Shafts:
Composite materials, such as carbon fiber-reinforced polymers, are increasingly being employed to make stronger but lighter drive shafts. These materials have high strength-to-weight ratios and durability, making them ideal for performance and electric vehicles. The move toward composites helps the industry's aspirations for fuel efficiency and lightweighting, resulting in developments that improve both the environment and performance.
Increasing Demand for Electric Vehicle (EV) Drive Shafts
: As EV adoption grows, there is a greater demand for drive shafts that can handle the unusual torque output of electric powertrains. Due to their high torque and fast power delivery, EVs frequently require more durable, specialized drive shafts. This trend is driving manufacturers to develop new designs and materials expressly for EV applications, resulting in significant developments in EV-compatible driveshaft technology.
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Here is a more detailed regional analysis of the global automotive drive shafts market:
Asia Pacific:
The Asia Pacific region leads the global automotive drive shafts market, owing to strong automotive production rates in countries such as China and India. According to the China Association of Automobile Manufacturers (CAAM), automotive manufacturing in China will reach 27.02 million units in 2022, a 3.4% rise over the previous year. This large manufacturing volume increases demand for drive shaft components, while India's automotive sector strengthens regional supremacy. With India producing 25.85 million vehicles in FY 2022-23, including 4.11 million passenger vehicles, the market is steadily growing. According to the Federation of Automobile Dealers Associations (FADA), India's market is expected to develop at a 7.9% CAGR through 2025, indicating significant, continued demand for automotive components such as drive shafts.
Japan's advanced automobile production and technological skills strengthen the region's position in the drive shafts market. According to data from the Japan Automobile Manufacturers Association (JAMA), automotive exports increased by 18.2% in 2022 to 3.2 million vehicles, demonstrating Japan's ability to meet global demand. The Asian Development Bank (ADB) predicts 4.8% economic growth in Asia Pacific in 2024, and rising urbanization rates - expected by UNESCAP to reach 50% by 2026 - will drive up car demand even further. This economic and demographic impetus propels the automotive industry, increasing demand for strong drive shaft components required to sustain vehicle performance.
North America:
The North American automotive drive shafts market is expanding rapidly, driven by increased customer demand for larger vehicles and a transition toward electric mobility. SUVs and light trucks accounted for 78% of new vehicle sales in the U.S. in 2022, up from 52% in 2015, according to the US Bureau of Transportation Statistics. This predilection for larger automobiles creates a need for more robust drive shaft systems that can handle increasing torque and load.
The electric vehicle (EV) market is rapidly rising, with EV sales in the United States increasing by 65% in 2022 to 918,500 units. With forecasts that EVs will account for 22% of all vehicle sales in the US by 2025, demand for lightweight, high-performance drive shaft technology is predicted to explode, boosting EVs' need for efficient, specialized components.
The region's robust aftermarket sector and growing manufacturing investments contribute to growth. The US automotive aftermarket is expected to reach USD 464 Billion by 2025, spurred by an aging vehicle fleet that averaged 12.2 years in 2022. This tendency creates a large need for replacement drive shafts and related components. Manufacturing investments, particularly foreign direct investments in the US automobile sector, reached USD 15.2 Billion in 2022, increasing capacity for drivetrain component production. With efforts such as the CHIPS and Science Act aimed at modernizing the automobile sector, the market for innovative drive shafts is likely to expand as manufacturers adapt to new technologies and increased demand.
The Global Automotive Drive Shafts Market is Segmented on the basis of Drive Type, Vehicle Type, Sales Channel, And Geography.
Based on Drive Type, the Automotive Drive Shafts Market is bifurcated into Rear-Wheel Drive, All-Wheel Drive, and Front-Wheel Drive. Rear-wheel drive (RWD) remains the dominating market, particularly in high-performance and commercial vehicles where power and torque distribution are critical. RWD drive shafts are selected for their ability to handle high-torque applications, making them a popular choice in both passenger and utility vehicles. All-Wheel drive (AWD) is the fastest-growing market, driven by increased consumer demand for SUVs and crossovers, which frequently have AWD systems for enhanced traction and stability. AWD drive shafts are becoming increasingly popular as more consumers desire vehicles that can handle a variety of road conditions, driving advancements in durability and performance.
Based on Vehicle Type, the Automotive Drive Shafts Market is fragmented into Passenger Cars and Commercial Vehicles. Passenger cars are the most popular segment due to their huge manufacturing volume and widespread consumer demand, especially as vehicle ownership increases globally. The demand for long-lasting, lightweight drive shafts in passenger automobiles promotes efficiency and performance, cementing this segment's position in the market. Commercial Vehicles are the fastest-growing market, owing to increased infrastructure development and logistics demand around the world. As commercial fleets grow to meet expanding transportation demands, the need for heavy-duty drive shafts in trucks and buses rises, particularly as more fleets choose efficient, high-performance drive shaft systems to cut operational costs.
Based on Sales Channel, the Automotive Drive Shafts Market is segmented into OEM (Original Equipment Manufacturers) and Aftermarket. The OEM (Original Equipment Manufacturers) category is the dominating player, owing to the increasing demand for drive shafts that match the stringent requirements of new vehicle manufacturers. OEMs deliver drive shafts for a wide range of cars, ensuring compatibility and performance, thereby solidifying their market position. The Aftermarket segment is expanding at a rapid pace, owing to the aging of the vehicle fleet and the growing demand for replacement parts. As vehicles require maintenance and repairs over time, the demand for aftermarket drive shafts rises, owing to consumers' desire for high-quality replacement choices and improved performance in older vehicles.
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.
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