자동차용 전기 모터 시장 기회, 성장 촉진요인, 업계 동향 분석 및 예측(2026-2035년)

The Global Automotive Electric Motor Market was valued at USD 48.1 billion in 2025 and is estimated to grow at a CAGR of 7.1% to reach USD 98.4 billion by 2035.

Automotive electrification is creating sustained demand for advanced electric motor technologies across different vehicle categories. Manufacturers are increasingly incorporating integrated electric drive architectures that bring the motor, inverter, transmission, and control electronics together within a compact system, helping improve packaging efficiency and overall drivetrain performance. Electric motors are becoming increasingly important as automakers expand electrified vehicle portfolios and upgrade vehicle systems. Passenger vehicles continue to generate substantial demand because of rising electric vehicle production and increasing integration of electrically powered comfort, convenience, and safety functions. At the same time, commercial vehicle manufacturers are adopting higher-output traction motors as fleet operators pursue electrification and seek to meet increasingly stringent emissions requirements. Improvements in motor efficiency, power density, thermal management, and system integration are also supporting technological advancement across the industry. Growing investments in electric powertrains, vehicle electrification infrastructure, and advanced automotive components are creating additional opportunities for motor manufacturers and suppliers. As automakers continue to transition toward increasingly electrified vehicle architectures, demand for efficient, compact, and high-performance electric motors is expected to maintain a strong growth trajectory through 2035.

The permanent magnet synchronous motor (PMSM) segment accounted for 56.3% share in 2025 and is forecast to grow at a CAGR of 7.8% through 2035. PMSM technology maintains a leading market position because of its combination of high power density, strong energy efficiency, compact construction, and favorable torque performance. These characteristics make the technology well suited to modern electrified powertrains where manufacturers require efficient motor operation within increasingly constrained vehicle packaging environments. Continued improvements in motor design, power electronics, thermal management, and permanent magnet technologies are helping enhance overall performance. Increasing demand for efficient electric propulsion systems and growing adoption of advanced drivetrain architectures are expected to support continued PMSM deployment throughout the forecast period.

The passenger cars segment recorded 60.4% share in 2025 and is forecast to grow at a CAGR of 6.7% from 2026 to 2035. The segment maintains its leading position because passenger vehicles account for a substantial portion of worldwide automotive production and sales. Increasing penetration of electric and hybrid passenger vehicles is creating additional requirements for traction motors and other electrically driven vehicle systems. Automakers are also incorporating a greater number of electrically powered functions to improve vehicle efficiency, comfort, convenience, and safety. Continued expansion of electrified passenger vehicle portfolios, improvements in battery technology, and rising consumer acceptance of electric mobility are expected to generate sustained demand for automotive electric motors during the forecast period.

China Automotive Electric Motor Market held a 66% share, generating USD 13.7 billion in 2025. China's strong position is closely associated with its extensive electric vehicle manufacturing ecosystem, established automotive component industry, and continued emphasis on new energy vehicle development. The country's large-scale production and consumption of electric vehicles create substantial requirements for traction motors as well as auxiliary automotive electric motors. Government support for vehicle electrification, continued development of charging infrastructure, fuel economy requirements, and initiatives focused on strengthening domestic supply chains are encouraging manufacturers to expand electric motor production. Automotive companies and component suppliers are also increasing investments in local manufacturing and technology development to meet growing demand for electrified powertrain components. These factors are expected to maintain China's prominent position in the Asia Pacific automotive electric motor industry.

Major companies operating in the global automotive electric motor market include BorgWarner, Bosch, Denso, Hitachi Astemo, Johnson Electric, JTEKT, Magna International, Nidec, Valeo, and ZF Friedrichshafen. Companies operating in the global automotive electric motor market are strengthening their market foothold through product innovation, manufacturing expansion, strategic partnerships, and investments in next-generation electric drivetrain technologies. Leading participants are increasing research and development spending to improve motor efficiency, power density, thermal performance, durability, and system integration. Businesses are also expanding production capabilities to address growing demand for traction motors and auxiliary electric motors across multiple vehicle categories. Strategic collaborations with automakers and technology providers are helping companies accelerate product development and strengthen customer relationships. Manufacturers are further developing integrated electric drive solutions that combine multiple drivetrain components to improve packaging and performance. Expansion into emerging electrification markets, localized production, supply chain development, and advanced manufacturing technologies are also supporting competitive growth. Companies are focusing on customized motor platforms, cost optimization, and continuous technology upgrades to respond to changing automaker requirements.

Table of Contents

Chapter 1 Methodology

• 1.1 Research approach
• 1.2 Quality Commitments
  • 1.2.1 GMI AI policy & data integrity commitment
    • 1.2.1.1 Source consistency protocol
• 1.3 Research Trail & Confidence Scoring
  • 1.3.1 Research Trail Components
  • 1.3.2 Scoring Components
• 1.4 Data Collection
  • 1.4.1 Partial list of primary sources
• 1.5 Data mining sources
  • 1.5.1 Paid sources
    • 1.5.1.1 Sources, by region
• 1.6 Base estimates and calculations
  • 1.6.1 Base year calculation
• 1.7 Forecast Model
  • 1.7.1 Quantified market impact analysis
    • 1.7.1.1 Mathematical impact of growth parameters on forecast
• 1.8 Research transparency addendum
  • 1.8.1 Source attribution framework
  • 1.8.2 Quality assurance metrics
  • 1.8.3 Our commitment to trust

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2022 – 2035
• 2.2 Key market trends
  • 2.2.1 Motor Type
  • 2.2.2 Application
  • 2.2.3 Vehicle
  • 2.2.4 Propulsion
  • 2.2.5 Motor Cooling Type
  • 2.2.6 Power Output
  • 2.2.7 Sales Channel
  • 2.2.8 Regional
• 2.3 TAM Analysis, 2026-2035
• 2.4 CXO perspectives: Strategic imperatives

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin analysis
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Rapid Growth in Electric Vehicle (EV) Production and Sales
    • 3.2.1.2 Stringent Vehicle Emission and Fuel Economy Regulations
    • 3.2.1.3 Rising Vehicle Electrification and Electrically Powered Automotive Systems
    • 3.2.1.4 Advancements in High-Efficiency Electric Motor Technologies
    • 3.2.1.5 Increasing Investments in EV Manufacturing and Localization
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 Dependence on Rare-Earth Permanent Magnet Materials
    • 3.2.2.2 High Manufacturing Cost of Advanced Electric Motors
  • 3.2.3 Market opportunities
    • 3.2.3.1 Development of Rare-Earth-Free Electric Motor Technologies
    • 3.2.3.2 Expansion of Commercial Vehicle Electrification
    • 3.2.3.3 Growing Adoption of Integrated e-Axle Systems
    • 3.2.3.4 Rising Demand in Emerging Automotive Markets
    • 3.2.3.5 Increasing Integration of Smart and Software-Defined Powertrains
• 3.3 Growth potential analysis
• 3.4 Technology and Innovation landscape
  • 3.4.1 Current technological trends
    • 3.4.1.1 High-Efficiency Permanent Magnet Synchronous Motors (PMSMs)
    • 3.4.1.2 Hairpin Winding and High-Density Copper Winding Technologies
    • 3.4.1.3 Integrated E-Axle and Motor-Inverter Systems
    • 3.4.1.4 Advanced Motor Cooling and Thermal Management Technologies
  • 3.4.2 Emerging technologies
    • 3.4.2.1 Axial Flux Electric Motors
    • 3.4.2.2 Rare-Earth-Free and Reduced-Rare-Earth Electric Motors
    • 3.4.2.3 Switched Reluctance Motor (SRM) Technologies
    • 3.4.2.4 AI-Enabled Motor Control and Predictive Diagnostics
• 3.5 Pricing Analysis (Driven by Primary Research)
  • 3.5.1 Historical Price Trend Analysis, 2022-2025
  • 3.5.2 Pricing Strategy by Player Type (Premium / Value / Cost-plus)
• 3.6 Regulatory landscape
  • 3.6.1 North America
    • 3.6.1.1 U.S.: CAFE Standards, EPA GHG Regulations & IRA EV Incentives
    • 3.6.1.2 Canada: ZEV Mandate, Clean Transportation Policies & EV Manufacturing Incentives
  • 3.6.2 Europe
    • 3.6.2.1 Germany: EU Green Deal, Automotive Electrification & Manufacturing Support
    • 3.6.2.2 UK: ZEV Mandate, Automotive Transformation Fund & EV Strategy
    • 3.6.2.3 France: France 2030, EV Incentives & Decarbonization Policies
    • 3.6.2.4 Italy: Industry 4.0, Sustainable Mobility & Automotive Transition Programs
  • 3.6.3 Asia Pacific
    • 3.6.3.1 India: PM E-DRIVE, PLI Scheme & CAFE Norms
    • 3.6.3.2 China: NEV Credit Policy, Dual Credit System & Made in China 2025
    • 3.6.3.3 Japan: Green Growth Strategy & Automotive Electrification Roadmap
    • 3.6.3.4 South Korea: K-EV Strategy & Carbon Neutrality Policies
  • 3.6.4 Latin America
    • 3.6.4.1 Brazil: MOVER Program & Rota 2030
    • 3.6.4.2 Mexico: USMCA Rules & EV Manufacturing Policies
    • 3.6.4.3 Argentina: Sustainable Mobility & EV Promotion Policies
  • 3.6.5 Middle East & Africa (MEA)
    • 3.6.5.1 UAE: Net Zero 2050 & National EV Policy
    • 3.6.5.2 Saudi Arabia: Vision 2030 & EV Localization Strategy
    • 3.6.5.3 South Africa: APDP & EV White Paper
    • 3.6.5.4 Morocco: Automotive Industry Acceleration Plan & EV Manufacturing
    • 3.6.5.5 Egypt: Automotive Industry Development Program & EV Incentives
• 3.7 Porter’s analysis
• 3.8 PESTEL analysis
• 3.9 Patent Landscape (Driven by Primary Research)
• 3.10 Cost breakdown analysis
• 3.11 Trade Data Analysis (Based on Paid Database)
  • 3.11.1 Import/Export Volume & Value Trends, 2022-2025
  • 3.11.2 Key Trade Corridors & Tariff Impact
• 3.12 Capacity & production landscape (driven by primary research)
  • 3.12.1 Production capacity by region & key manufacturer, 2025
  • 3.12.2 Capacity utilization rates & expansion pipelines
• 3.13 Automotive Electrification & Vehicle Production Analysis
• 3.14 Sustainability and environmental aspects
  • 3.14.1 Sustainable practices
  • 3.14.2 Waste reduction strategies
  • 3.14.3 Energy efficiency in production
  • 3.14.4 Eco-friendly Initiatives
  • 3.14.5 Carbon footprint considerations
• 3.15 Impact of AI & Generative AI on the Market (Driven by Primary Research)
  • 3.15.1 AI-Driven Disruption of Existing Business Models
  • 3.15.2 GenAI Use Cases & Adoption Roadmap by Segment
  • 3.15.3 Risks, Limitations & Regulatory Considerations
• 3.16 Forecast assumptions & scenario analysis (Driven by Primary Research)
  • 3.16.1 Base Case - Key Macro & Industry Variables Driving CAGR
  • 3.16.2 Optimistic Scenarios - Favourable macro and industry tailwinds
  • 3.16.3 Pessimistic Scenario - Macroeconomic slowdown or industry headwinds

Chapter 4 Competitive Landscape, 2025

• 4.1 Introduction
• 4.2 Company market share analysis, 2022-2026
  • 4.2.1 North America
  • 4.2.2 Europe
  • 4.2.3 Asia Pacific
  • 4.2.4 Latin America
  • 4.2.5 MEA
• 4.3 Company production & sales analysis, 2022-2035 (Top 10)
• 4.4 Competitive analysis of major market players
• 4.5 Competitive positioning matrix
• 4.6 Key developments
  • 4.6.1 Mergers & acquisitions
  • 4.6.2 Partnerships & collaborations
  • 4.6.3 New Product Launches
  • 4.6.4 Expansion Plans and funding
• 4.7 Company Tier Benchmarking
  • 4.7.1 Tier Classification Criteria & Qualifying Thresholds
  • 4.7.2 Tier Positioning Matrix by Revenue, Geography & Innovation

Chapter 5 Market Estimates and Forecast, By Motor Type, 2022 – 2035 ($ Million, Units)

• 5.1 Key trends
• 5.2 Permanent Magnet Synchronous Motor (PMSM)
  • 5.2.1 Interior PMSM (IPMSM)
  • 5.2.2 Surface PMSM (SPMSM)
• 5.3 AC Induction Motor (ACIM)
• 5.4 Brushless DC Motor (BLDC)
• 5.5 Switched Reluctance Motor (SRM)
• 5.6 Axial Flux Motor
• 5.7 Others

Chapter 6 Market Estimates and Forecast, By Application, 2022 – 2035 ($ Million, Units)

• 6.1 Key trends
• 6.2 Powertrain & Traction
  • 6.2.1 Single Motor Drive
  • 6.2.2 Dual Motor Drive (AWD)
  • 6.2.3 In-Wheel / Hub Motor
• 6.3 Electric Power Steering (EPS)
  • 6.3.1 Column EPS (C-EPS)
  • 6.3.2 Rack EPS (R-EPS)
• 6.4 HVAC & Thermal Management
  • 6.4.1 Electric Compressor Motors
  • 6.4.2 Radiator & Cooling Fan Motors
  • 6.4.3 Electric Water Pump Motors
• 6.5 Chassis & Safety Systems
  • 6.5.1 ABS / ESC Hydraulic Pump Motors
  • 6.5.2 Electric Parking Brake (EPB)
  • 6.5.3 Active Suspension Actuators
• 6.6 Body & Comfort Auxiliaries
  • 6.6.1 Power Window & Mirror Motors
  • 6.6.2 Power Seat & Sunroof Motors
  • 6.6.3 Wiper & Door Closure Motors
  • 6.6.4 Others

Chapter 7 Market Estimates and Forecast, By Vehicle, 2022 – 2035 ($ Million, Units)

• 7.1 Key trends
• 7.2 Passenger Cars
  • 7.2.1 Hatchbacks
  • 7.2.2 Sedans
  • 7.2.3 SUVs
• 7.3 Commercial Vehicle
  • 7.3.1 Light Commercial Vehicles (LCV)
  • 7.3.2 Medium Commercial Vehicles (MCV)
  • 7.3.3 Heavy Commercial Vehicles (HCV)
• 7.4 Two-Wheelers, and Three-Wheelers

Chapter 8 Market Estimates and Forecast, By Propulsion, 2022 – 2035 ($ Million, Units)

• 8.1 Key trends
• 8.2 ICE
• 8.3 Electric Vehicle
  • 8.3.1 Plug-in Hybrid Electric Vehicle (PHEV)
  • 8.3.2 Battery Electric Vehicle (BEV)
  • 8.3.3 Fuel Cell Electric Vehicle (FCEV)
• 8.4 Hybrid

Chapter 9 Market Estimates and Forecast, By Motor Cooling Type, 2022 – 2035 ($ Million, Units)

• 9.1 Key trends
• 9.2 Air-Cooled
• 9.3 Liquid-Cooled
• 9.4 Oil-Cooled
• 9.5 Hybrid Cooling

Chapter 10 Market Estimates and Forecast, By Power Output, 2022 – 2035 ($ Million, Units)

• 10.1 Key trends
• 10.2 Below 20 kW
• 10.3 20–100 kW
• 10.4 100–250 kW
• 10.5 Above 250 kW

Chapter 11 Market Estimates and Forecast, By Sales Channel, 2022 – 2035 ($ Million, Units)

• 11.1 Key trends
• 11.2 OEM
• 11.3 Aftermarket

Chapter 12 Market Estimates & Forecast, By Region, 2022 - 2035 ($Bn, Units)

• 12.1 Key trends
• 12.2 North America
  • 12.2.1 US
  • 12.2.2 Canada
• 12.3 Europe
  • 12.3.1 Germany
  • 12.3.2 UK
  • 12.3.3 France
  • 12.3.4 Italy
  • 12.3.5 Spain
  • 12.3.6 Russia
  • 12.3.7 Netherlands
  • 12.3.8 Belgium
• 12.4 Asia Pacific
  • 12.4.1 China
  • 12.4.2 India
  • 12.4.3 Japan
  • 12.4.4 Australia
  • 12.4.5 South Korea
  • 12.4.6 Singapore
  • 12.4.7 Thailand
  • 12.4.8 Indonesia
• 12.5 Latin America
  • 12.5.1 Brazil
  • 12.5.2 Mexico
  • 12.5.3 Argentina
• 12.6 MEA
  • 12.6.1 South Africa
  • 12.6.2 Saudi Arabia
  • 12.6.3 UAE

Chapter 13 Company Profiles

• 13.1 Global Players
  • 13.1.1 BorgWarner
  • 13.1.2 Bosch
  • 13.1.3 Denso
  • 13.1.4 Johnson Electric
  • 13.1.5 Mabuchi Motor
  • 13.1.6 Magna International
  • 13.1.7 Nidec
  • 13.1.8 Schaeffler
  • 13.1.9 Valeo
  • 13.1.10 ZF Friedrichshafen
• 13.2 Regional Players
  • 13.2.1 Hitachi Astemo
  • 13.2.2 Jing-Jin Electric Technologies (JJE)
  • 13.2.3 JTEKT
  • 13.2.4 SEG Automotive Germany
  • 13.2.5 Wolong Electric
  • 13.2.6 Zhejiang Founder Motor
  • 13.2.7 Zhongshan Broad-Ocean Motor
• 13.3 Emerging Players
  • 13.3.1 Hofer Powertrain
  • 13.3.2 MP Materials
  • 13.3.3 Suzhou Inovance Automotive