電動パワートレインの世界市場：市場規模（種類別・車種別・コンポーネント別・地域別）、将来予測

電動パワートレインの市場規模と予測

電動パワートレインの市場規模は、2024年に857億1,000万米ドルと評価され、2026年から2032年にかけて13.20%のCAGRで成長し、2032年には2,117億米ドルに達すると予測されます。

電動パワートレインとは、電気自動車（EV）やハイブリッド電気自動車（HEV）の車輪に動力を発生・分配するシステム全体のことです。ガソリンやディーゼルを燃料とする従来の内燃エンジン車とは異なり、電動パワートレインは充電式バッテリーで駆動する電気モーターを使用します。電動パワートレインは、電気モーター、バッテリーパック、パワーエレクトロニクス、トランスミッションシステムの4つの主要コンポーネントで構成されています。

電動パワートレインは、さまざまな産業で急速に用途が広がり、輸送やエネルギー効率を根本的に変えています。自動車業界では、電動パワートレインは電気自動車（EV）、ハイブリッド電気自動車（HEV）、プラグインハイブリッド電気自動車で一般に見られます。一般的な内燃エンジンと比較すると、これらの技術はより高い燃料効率、低排出ガス、優れた性能を提供します。

電動パワートレインの未来は、技術、効率、用途の大きな進歩とともに明るいです。継続的な研究開発によって、より高いエネルギー密度、より速い充電時間、より高い安全性を提供できる固体電池などの電池技術が進歩する可能性が高いです。世界中の政府がより強力な排出規制を課し、クリーンな代替エネルギーの使用を奨励するにつれて、電動パワートレインに対する需要は拡大すると思われます。

電動パワートレインの世界市場力学

世界の電動パワートレイン市場を形成している主な市場力学は以下の通りである：

主な市場促進要因：

電気自動車（EV）需要の高まり：環境問題への意識が高まり、温室効果ガスの排出を最小限に抑える必要性が高まるにつれて、電気自動車に対する消費者の関心が高まっています。世界各国政府は、厳しい公害規制を制定し、税控除や補助金など、電気自動車導入のためのインセンティブを提供しています。

バッテリー技術の進歩：バッテリー技術の絶え間ない進歩は、電動パワートレインの性能、航続距離、価格を向上させます。エネルギー密度、充電速度、バッテリーの寿命の向上により、電気自動車は購入者にとってより魅力的なものとなっています。固体電池やその他の次世代技術の開発は、効率と安全性のさらなる向上を約束し、市場の成長を後押しします。

政府の取り組みと政策：世界各国の政府は、さまざまな取り組みを通じて、電動モビリティへの移行を積極的に推進しています。排出量目標や燃費基準など、二酸化炭素排出量の削減を目指す政策が、自動車メーカーを電動パワートレインへの投資に駆り立てています。また、多くの政府が内燃機関を段階的に廃止する野心的な目標を設定しており、電動パワートレインの開発と普及を促進する環境が整いつつあります。

主な課題

高いコスト：電動パワートレインの普及を阻む大きな要因のひとつは、バッテリーと関連部品の高コストです。価格は年々下がっているもの、電気自動車（EV）の初期投資額は、通常の内燃機関車（ICE）よりもまだ高いです。

限られた充電インフラ：もうひとつの大きな問題は、適切な充電インフラの不足です。航続距離への不安や、充電ステーションに到着する前にエネルギー切れになる可能性を懸念して、EVへの乗り換えをためらう人が多いです。広範で信頼性の高い充電ネットワークを構築することは、こうした懸念を解消し、電動パワートレインの利用を促進する上で極めて重要です。

技術的制約：バッテリー技術が進歩する一方で、電動パワートレインには、従来の自動車と比較した場合、エネルギー密度、充電速度、全体的な効率という点で引き続き制約があります。現在のバッテリー技術では、航続距離や素早い燃料補給ができない可能性があり、これが市場の受容性を制限しています。

主要動向：

自動車の電動化の進展：世界各国政府が排出ガス規制を強化し、持続可能性を推進する中、自動車の電動化が加速しています。この動向は、電気自動車（EV）、ハイブリッド電気自動車（HEV）、プラグインハイブリッド電気自動車（PHEV）の生産台数の増加に反映されています。

バッテリー技術の進歩：バッテリー技術の絶え間ない革新は、電動パワートレインの性能向上に不可欠です。固体電池、リチウムシリコン電池、および強化型バッテリー管理システムは、エネルギー密度を向上させ、充電時間を短縮し、バッテリー寿命を延ばしています。こうした開発は、消費者の航続距離不安を軽減し、電気自動車をより望ましいものにする一助となります。

再生可能エネルギー源の統合：再生可能エネルギー源を電動パワートレインに組み込むことは、一般的になりつつあります。自動車メーカーとエネルギー企業は、電気自動車の充電に太陽エネルギーや風力エネルギーを利用する方法を検討しており、より持続可能なエコシステムの構築に貢献しています。

目次

第1章 世界の電動パワートレイン市場：イントロダクション

• 市場概要
• 分析範囲
• 前提条件

第2章 エグゼクティブサマリー

第3章 VERIFIED MARKET RESEARCHの分析手法

• データマイニング
• バリデーション
• 一次資料
• データソース一覧

第4章 世界の電動パワートレイン市場の展望

• 概要
• 市場力学
  • 促進要因
  • 抑制要因
  • 機会
• ポーターのファイブフォースモデル
• バリューチェーン分析

第5章 世界の電動パワートレイン市場：種類別

• 概要
• シリーズ式ハイブリッドパワートレイン
• パラレルハイブリッドパワートレイン
• MHEVパワートレイン
• BEVパワートレイン
• その他

第6章 世界の電動パワートレイン市場：車種別

• 概要
• 48Vマイルドハイブリッド車（MHEV）
• バッテリー電気自動車（BEV）
• ハイブリッド・プラグインハイブリッド車（HEV/PHEV）

第7章 世界の電動パワートレイン市場：コンポーネント別

• 概要
• コントローラー
• DC/ACインバーター
• DC/DCコンバーター
• モーター
• その他

第8章 世界の電動パワートレイン市場：地域別

• 概要
• 北米
  • 米国
  • カナダ
  • メキシコ
• 欧州
  • ドイツ
  • 英国
  • フランス
  • その他欧州
• アジア太平洋
  • 中国
  • 日本
  • インド
  • その他アジア太平洋
• 世界のその他の地域
  • ラテンアメリカ
  • 中東・アフリカ

第9章 世界の電動パワートレイン市場の競合情勢

• 概要
• 各社の市場ランキング
• 主な発展戦略

第10章 企業プロファイル

• Bosch
• Mitsubishi Electric
• Magna Corporation
• Continental AG
• Dana Incorporated
• Borgwarner
• Valeo Group
• Denso Corporation
• Hitachi
• ZF Friedrichshafen

第11章 付録

• 関連分析

Electric Powertrain Market Size and Forecast

Electric Powertrain Market size was valued at USD 85.71 Billion in 2024 and is projected to reach USD 211.7 Billion by 2032, growing at a CAGR of 13.20% from 2026 to 2032.

An electric powertrain is the entire system that generates and distributes power to the wheels of electric vehicles (EVs) and hybrid electric vehicles (HEVs). Unlike conventional internal combustion engine vehicles which run on gasoline or diesel, electric powertrains use electric motors driven by rechargeable batteries. An electric powertrain is made up of four main components: the electric motor, battery pack, power electronics, and the transmission system.

Electric powertrains are quickly finding applications in a variety of industries, radically changing transportation and energy efficiency. In the automotive industry, electric powertrains are generally found in electric cars (EVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles. When compared to typical internal combustion engines, these technologies provide higher fuel efficiency, lower emissions, and better performance.

The future of electric powertrains is bright with major advances in technology, efficiency, and applications. Continued research and development are likely to result in advances in battery technology such as solid-state batteries, which can provide higher energy densities, faster charging times, and increased safety. As governments throughout the world impose stronger emission rules and incentivize the use of clean energy alternatives, the demand for electric powertrains will grow.

Global Electric Powertrain Market Dynamics

The key market dynamics that are shaping the global electric powertrain market include:

Key Market Drivers:

Rising Demand for Electric Vehicles (EVs): Consumer interest in electric vehicles has increased as people become more conscious of environmental issues and the need to minimize greenhouse gas emissions. Governments throughout the world are enacting strict pollution restrictions and offering incentives for EV adoption, including tax credits and subsidies.

Battery Technology Advancements: Continuous progress in battery technology improves electric powertrain performance, range, and price. Improvements in energy density, charging speed, and battery longevity make electric vehicles more appealing to buyers. The development of solid-state batteries and other next-generation technologies promises even improved efficiency and safety which will fuel market growth.

Government Initiatives and Policies: Governments around the world are actively pushing the transition to electric mobility through a variety of initiatives. Policies aimed at lowering carbon footprints such as emissions objectives and fuel economy standards, are driving automakers to invest in electric powertrains. Many governments have also set ambitious targets for phasing out internal combustion engines creating a conducive atmosphere for electric powertrain development and adoption.

Key Challenges:

High Costs: One of the major impediments to the widespread adoption of electric powertrains is the high cost of batteries and related components. Although prices have dropped over the years, the initial investment for electric cars (EVs) is still more than for regular internal combustion engine (ICE) vehicles.

Limited Charging Infrastructure: Another major issue is a lack of suitable charging infrastructure. Many people are hesitant to switch to EVs because they are concerned about range anxiety or the possibility of running out of energy before reaching a charging station. Creating a broad and reliable charging network is critical to alleviating these concerns and encouraging the use of electric powertrains.

Technological Constraints: While battery technology advances, electric powertrains continue to have constraints in terms of energy density, charging speed, and overall efficiency when compared to conventional vehicles. Current battery technology may not offer the same range or quick refilling capabilities limiting market acceptability.

Key Trends:

Increased Vehicle Electrification: As governments around the world impose stronger emission restrictions and promote sustainability, vehicle electrification is accelerating. This trend is reflected in the increased production of electric cars (EVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles (PHEVs).

Advancements in Battery Technology: Continuous battery technology innovation is critical to increasing the performance of electric powertrains. Solid-state batteries, lithium-silicon batteries, and enhanced battery management systems are improving energy density reducing charging times, and extending battery life. These developments assist in reducing range anxiety among consumers and make electric vehicles more desirable.

Integration of Renewable Energy Sources: The incorporation of renewable energy sources into electric powertrains is becoming more common. Automakers and energy companies are looking at ways to use solar and wind energy to charge electric vehicles helping to create a more sustainable ecosystem.

Global Electric Powertrain Market Regional Analysis

Here is a more detailed regional analysis of the global electric powertrain market:

North America:

The North American electric powertrain market is primarily driven by strict emissions laws and rising consumer demand for electric vehicles (EVs). This supremacy stems mostly from the region's well-established automobile sector, robust charging infrastructure, and supporting government policies encouraging the use of renewable energy technologies. Implementing severe pollution rules is a primary driver for the North American electric powertrain market.

According to the US Environmental Protection Agency (EPA), transportation accounts for 29% of total greenhouse gas emissions in the United States. In response, the US government has set a target of 50% electric car sales by 2030. According to the U.S. Department of Transportation's National Household Travel Survey, 95% of car travel in the United States is less than 30 miles, which is well within the range of most modern electric vehicles.

Asia Pacific:

The Asia Pacific region is experiencing the highest development in the electric powertrain industry, owing to rigorous environmental laws, government incentives, and rapidly expanding EV adoption. This rapid growth is driven by the region's high population, urbanization tendencies, and intense government push for sustainable transportation alternatives. This has resulted in a spike in EV sales, with the China Passenger Car Association estimating that NEV sales will reach 6.89 million units in 2023, a 93.4% rise year on year.

According to the Korea Automobile Manufacturers Association, this strategy has helped to drive a 52% year-on-year increase in EV sales in 2023. According to Australia's Electric Vehicle Council, EV sales will increase by 65% in 2023, thanks in large part to the government's plan to invest AUD 250 million in charging infrastructure. Another aspect is the region's rising urbanization, with the United Nations Economic and Social Commission for Asia and the Pacific forecasting that by 2026, half of the region's population will live in cities, increasing the need for efficient and clean transportation options.

Global Electric Powertrain Market: Segmentation Analysis

The Global Electric Powertrain Market is segmented based on Type, Vehicle Type, Component, and Geography.

Electric Powertrain Market, By Type

• Series Hybrid Powertrain
• Parallel Hybrid Powertrain
• MHEV Powertrain
• BEV Powertrain
• Others

Based on the Type, the Global Electric Powertrain Market is bifurcated into Series Hybrid Powertrain, Parallel Hybrid Powertrain, MHEV Powertrain, BEV Powertrain, and Others. The Battery Electric Vehicle (BEV) powertrain is the dominant segment in the global electric powertrain market. This dominance stems from the growing consumer preference for fully electric vehicles due to their zero-emission benefits, lower operating costs, and advancements in battery technology. As governments worldwide implement stricter emissions regulations and offer incentives for EV adoption, BEVs are increasingly seen as a sustainable alternative to traditional internal combustion engines. Furthermore, significant investments in charging infrastructure and battery research have enhanced the appeal of BEVs allowing for longer ranges and shorter charging times.

Electric Powertrain Market, By Vehicle Type

48V Mild Hybrid Vehicle (MHEV)

• Battery Electric Vehicle (BEV)
• Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV)

Based on the Vehicle Type, the Global Electric Powertrain Market is bifurcated into 48V Mild Hybrid Vehicle (MHEV), Battery Electric Vehicle (BEV), Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV). The Battery Electric Vehicle (BEV) segment is the dominant category in the global electric powertrain market. This dominance is driven by the increasing consumer preference for fully electric vehicles due to their zero tailpipe emissions, lower operational costs, and advancements in battery technology that enhance range and performance. Government incentives and stringent emissions regulations further support BEV adoption, making them a key focus for manufacturers investing in electrification. While 48V Mild Hybrid Vehicles (MHEVs) and Hybrid & Plug-In Hybrid Vehicles (HEV/PHEVs) are important for transitional technologies, they typically offer a limited electric-only range and still rely on internal combustion engines.

Electric Powertrain Market, By Component

• Controller
• DC/AC Inverter
• DC/DC Converter
• Motor
• Others

Based on the Component, the Global Electric Powertrain Market is bifurcated into Controller, DC/AC Inverter, DC/DC Converter, Motor, and Others. The motor component is the dominant segment of the global electric powertrain market. This dominance is primarily due to the crucial role motors play in converting electrical energy into mechanical energy, driving the vehicle's wheels, and ensuring optimal performance. As electric vehicles (EVs) gain popularity, advancements in motor technology such as improved efficiency and torque density have further enhanced their importance. Additionally, the increasing demand for high-performance EVs has led manufacturers to focus on developing powerful, lightweight motors that can deliver better acceleration and range.

Electric Powertrain Market, By Geography

• North America
• Europe
• Asia Pacific
• Rest of the world

Based on Geography, the Global Electric Powertrain Market is classified into North America, Europe, Asia Pacific, and the Rest of the world. Asia Pacific is the dominant region in the global electric powertrain market, primarily due to its leading position in electric vehicle (EV) production and sales. Countries like China, Japan, and South Korea are at the forefront of EV technology driven by strong government support, substantial investments in charging infrastructure, and a growing consumer preference for sustainable transportation. China, in particular, has emerged as the largest market for electric vehicles, significantly boosting demand for electric powertrains. Additionally, Asia Pacific is home to key manufacturers and suppliers of batteries and components further enhancing its market dominance.

Key Players

The "Global Electric Powertrain Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Robert Bosch GmbH, Mitsubishi Electric Corp., Magna International Inc., Continental AG, Hitachi Astemo Ltd., BorgWarner Inc., ZF Friedrichshafen AG, Valeo, Nidec Corporation, Schaeffler AG, Cummins Inc., Dana Incorporated, GKN Plc, and Eaton 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 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.

Global Electric Powertrain Market Key Developments

• In July 2024, Volkswagen received the Automotive INNOVATIONS Award 2024 for being the most inventive volume brand in electric propulsion. This award is given out annually by the Center of Automotive Management (CAM). CAM complimented Volkswagen for its extensive developments in electric mobility technologies. Better range, improved power usage, and increased charging capacity are among the most significant enhancements.
• In June 2024, Marelli won a critical contract from a major global carmaker to supply the Battery Thermal Plate (BTP) for forthcoming Battery Electric Vehicles (BEVs). Marelli designed and will manufacture this technology, which is critical for managing thermal energy in electric vehicles. Marelli will supply about 5 million units beginning in 2024 and continuing for the duration of the contract.

TABLE OF CONTENTS

1 INTRODUCTION TO GLOBAL ELECTRIC POWERTRAIN MARKET

• 1.1 Overview of the Market
• 1.2 Scope of Report
• 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

• 3.1 Data Mining
• 3.2 Validation
• 3.3 Primary Interviews
• 3.4 List of Data Sources

4 GLOBAL ELECTRIC POWERTRAIN MARKET OUTLOOK

• 4.1 Overview
• 4.2 Market Dynamics
  • 4.2.1 Drivers
  • 4.2.2 Restraints
  • 4.2.3 Opportunities
• 4.3 Porterters Five Force Model
• 4.4 Value Chain Analysis

5 GLOBAL ELECTRIC POWERTRAIN MARKET, BY TYPE

• 5.1 Overview
• 5.2 Series Hybrid Powertrain
• 5.3 Parallel Hybrid Powertrain
• 5.4 MHEV Powertrain
• 5.5 BEV Powertrain
• 5.6 Others

6 GLOBAL ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE

• 6.1 Overview
• 6.2 48V Mild Hybrid Vehicle (MHEV)
• 6.3 Battery Electric Vehicle (BEV)
• 6.4 Hybrid & Plug-In Hybrid Vehicle (HEV/PHEV)

7 GLOBAL ELECTRIC POWERTRAIN MARKET, BY COMPONENT

• 7.1 Overview
• 7.2 Controller
• 7.3 DC/AC Inverter
• 7.4 DC/DC Converter
• 7.5 Motor
• 7.6 Others

8 GLOBAL ELECTRIC POWERTRAIN MARKET, BY GEOGRAPHY

• 8.1 Overview
• 8.2 North America
  • 8.2.1 The U.S.
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 The U.K.
  • 8.3.3 France
  • 8.3.4 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 Japan
  • 8.4.3 India
  • 8.4.4 Rest of Asia Pacific
• 8.5 Rest of the World
  • 8.5.1 Latin America
  • 8.5.2 Middle East & Africa

9 GLOBAL ELECTRIC POWERTRAIN MARKET COMPETITIVE LANDSCAPE

• 9.1 Overview
• 9.2 Company Market Ranking
• 9.3 Key Development Strategies

10 COMPANY PROFILES

• 10.1 Bosch
  • 10.1.1 Overview
  • 10.1.2 Financial Performance
  • 10.1.3 Product Outlook
  • 10.1.4 Key Developments
• 10.2 Mitsubishi Electric
  • 10.2.1 Overview
  • 10.2.2 Financial Performance
  • 10.2.3 Product Outlook
  • 10.2.4 Key Developments
• 10.3 Magna Corporation
  • 10.3.1 Overview
  • 10.3.2 Financial Performance
  • 10.3.3 Product Outlook
  • 10.3.4 Key Developments
• 10.4 Continental AG
  • 10.4.1 Overview
  • 10.4.2 Financial Performance
  • 10.4.3 Product Outlook
  • 10.4.4 Key Developments
• 10.5 Dana Incorporated
  • 10.5.1 Overview
  • 10.5.2 Financial Performance
  • 10.5.3 Product Outlook
  • 10.5.4 Key Developments
• 10.6 Borgwarner
  • 10.6.1 Overview
  • 10.6.2 Financial Performance
  • 10.6.3 Product Outlook
  • 10.6.4 Key Developments
• 10.7 Valeo Group
  • 10.7.1 Overview
  • 10.7.2 Financial Performance
  • 10.7.3 Product Outlook
  • 10.7.4 Key Developments
• 10.8 Denso Corporation
  • 10.8.1 Overview
  • 10.8.2 Financial Performance
  • 10.8.3 Product Outlook
  • 10.8.4 Key Developments
• 10.9 Hitachi
  • 10.9.1 Overview
  • 10.9.2 Financial Performance
  • 10.9.3 Product Outlook
  • 10.9.4 Key Developments
• 10.10 ZF Friedrichshafen
  • 10.10.1 Overview
  • 10.10.2 Financial Performance
  • 10.10.3 Product Outlook
  • 10.10.4 Key Developments

11 Appendix

• 11.1.1 Related Reports