OEM 일렉트릭 드라이브 유닛(EDU) 시장, 기회, 성장 촉진요인, 산업 동향 분석과 예측(2024-2032년)

The Global OEM Electric Drive Unit (EDU) Market was valued at USD 13 billion in 2023 and is projected to grow at a CAGR of 23.2% from 2024 to 2032. Key automakers' rapid push towards electrification and advancements in battery technology are driving global deployment. Governments are tightening emission norms, with several countries planning to phase out internal combustion engine (ICE) vehicles in favor of electric vehicles (EVs). Consequently, Original Equipment Manufacturers (OEMs) are heavily investing in the development and production of Electric Drive Units (EDUs). Advancements in lithium-ion and solid-state batteries are significantly boosting the OEM EDU market. Enhanced battery energy density, quicker charging times, and extended lifecycles are paving the way for more efficient and powerful electric drive units.

The overall OEM Electric Drive Unit (EDU) industry is classified based on the vehicle type, coolant and region.

Segmented by vehicle type, the market includes Battery Electric Vehicles (BEV), Hybrid Electric Vehicles (HEV), and Plug-in Hybrid Electric Vehicles (PHEV) categories. The OEM Electric Drive Unit (EDU) market for BEVs is expected to exceed USD 37.5 billion by 2032, reflecting the growing shift towards full electrification in the automotive industry. Key drivers for the rising adoption of BEVs include ongoing enhancements in battery technology, such as the development of solid-state batteries that offer longer range and faster charging times. The broadening of charging infrastructure is also critical, as governments and private enterprises continue to invest heavily in expanding the availability of fast-charging stations.

Divided by coolant type, the market categorizes into water-glycol and oil-based coolants. The oil-based EDU sector is set to grow at a CAGR of over 24.5% by 2032, driven by the increasing power density in EDUs. As electric vehicles evolve to deliver higher power outputs and faster acceleration, the demand for more efficient cooling systems becomes paramount to prevent thermal overheating and ensure optimal performance. Oil-based coolants, which provide superior heat dissipation compared to traditional water-glycol coolants, are becoming the preferred choice in high-performance electric drive units.

The Asia Pacific region's OEM electric drive unit market is projected to exceed USD 53.2 billion by 2032. In developing nations like China, India, and Indonesia, automakers are heavily investing in R&D for electric drive unit components, with a pronounced focus on infrastructure development. The competitive landscape is a mix of established OEMs and emerging startups, both pushing the boundaries of electric drive unit technology. Government initiatives promoting electric vehicle adoption and the establishment of EV charging infrastructure have played a pivotal role in the industry's growth. This surge is further fueled by rising energy prices and a growing inclination towards energy-efficient solutions.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market definitions
• 1.2 Base estimates and calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid
    • 1.4.2.2 Public

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Regulatory landscape
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
  • 3.3.2 Industry pitfalls and challenges
• 3.4 Growth potential analysis
• 3.5 Porter's analysis
  • 3.5.1 Bargaining power of suppliers
  • 3.5.2 Bargaining power of buyers
  • 3.5.3 Threat of new entrants
  • 3.5.4 Threat of substitutes
• 3.6 PESTEL analysis

Chapter 4 Competitive landscape, 2024

• 4.1 Strategic outlook
• 4.2 Innovation and sustainability landscape

Chapter 5 Market Size and Forecast, By Vehicle Type, 2021 - 2032 (Units, USD Billion)

• 5.1 Key trends
• 5.2 BEV
• 5.3 HEV
• 5.4 PHEV

Chapter 6 Market Size and Forecast, By Coolant, 2021 - 2032 (Units, USD Billion)

• 6.1 Key trends
• 6.2 Water glycol
• 6.3 Oil based

Chapter 7 Market Size and Forecast, By Region, 2021 - 2032 (Units, USD Billion)

• 7.1 Key trends
• 7.2 North America
  • 7.2.1 U.S.
  • 7.2.2 Canada
  • 7.2.3 Mexico
• 7.3 Europe
  • 7.3.1 Norway
  • 7.3.2 Germany
  • 7.3.3 France
  • 7.3.4 Netherlands
  • 7.3.5 UK
  • 7.3.6 Austria
  • 7.3.7 Belgium
  • 7.3.8 Denmark
  • 7.3.9 Finland
  • 7.3.10 Ireland
• 7.4 Asia Pacific
  • 7.4.1 China
  • 7.4.2 India
  • 7.4.3 Japan
  • 7.4.4 South Korea
  • 7.4.5 Hong Kong
  • 7.4.6 New Zealand
  • 7.4.7 Australia
• 7.5 Middle East and Africa
  • 7.5.1 Saudi Arabia
  • 7.5.2 UAE
  • 7.5.3 South Africa
• 7.6 Latin America
  • 7.6.1 Brazil
  • 7.6.2 Argentina

Chapter 8 Company Profiles

• 8.1 Aisin Corporation
• 8.2 AVL
• 8.3 BorgWarner Inc.
• 8.4 C.F.R. Srl.
• 8.5 DANA TM4 INC.
• 8.6 ElringKlinger AG
• 8.7 Equipmake
• 8.8 FRIWO Geratebau GmbH
• 8.9 GKN Automotive Limited
• 8.10 hofer powertrain
• 8.11 Integral Powertrain Limited
• 8.12 LG Magna e-Powertrain
• 8.13 Magna International Inc.
• 8.14 Magnetic Systems Technology Limited
• 8.15 MAHLE Polska Sp. z o.o
• 8.16 Nidec Corporation
• 8.17 Punch Powertrain nv
• 8.18 Robert Bosch GmbH
• 8.19 Saietta Group
• 8.20 Schaeffler AG
• 8.21 Vitesco Technologies GmbH
• 8.22 Voith GmbH and Co. KGaA
• 8.23 ZF Friedrichshafen AG
• 8.24 Zytek Automotive Ltd