자동차 파워트레인 시스템 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the automotive powertrain systems market size is expected to grow from USD 0.47 trillion in 2025 to USD 0.51 trillion in 2026 and is forecast to reach USD 0.73 trillion by 2031 at 7.52% CAGR over 2026-2031.

This report is Segmented by Component (Engine, Transmission, and More), Propulsion Type (Internal Combustion Engine (ICE), Electric Vehicle (EV), and More), Drive Type (Front-Wheel Drive (FWD), and More), Vehicle Type (Passenger Vehicles, Commercial Vehicles), Sales Channel (OEM, Aftermarket), and Geography. The Market Forecasts are Provided in Value (USD) and Volume (Units).

Global Automotive Powertrain Systems Market Trends and Insights

Rapid Battery-Cost Decline Enabling Affordable E-Powertrains

In 2024, average battery pack prices experienced a significant decline compared to earlier levels. Projections suggest prices will continue to decrease in the coming years. Scale advantages at plants operated by CATL and BYD, plus lithium-iron-phosphate chemistries that deliver near-par energy density at lower cost, help battery-electric vehicles (BEVs) undercut ICE total-cost-of-ownership earlier than forecast. Lower pack prices enable high-voltage, bi-directional charging designs that create new revenue streams for fleet operators who can resell stored energy to the grid. Commercial BEV payback periods now fall inside three years on high-utilization city routes, speeding fleet conversion.

Tightening Global CO2 and Fuel-Economy Regulations

Regulators in Europe, China, and select states in the United States are enforcing stricter fleet-average CO2 caps that push automakers to mainstream electric powertrains. The Euro 7 framework imposes fines for CO2 on every vehicle an OEM registers, making non-compliance financially untenable . China's dual-credit scheme requires a notable share of electric or hybrid sales by 2030 and ties license-plate quotas to progress, accelerating powertrain shifts among domestic brands. California's Advanced Clean Cars II program extends zero-emission targets to medium-duty trucks, compelling fleet operators to re-evaluate asset lifecycles. These converging rules shrink the addressable market for future ICE launches and compel suppliers to retool for high-volume e-axle production.

Critical-Mineral Supply-Chain Volatility and Price Swings

Between 2022 and 2024, lithium carbonate prices experienced significant fluctuations. This volatility compelled battery makers to adjust their contracts quarterly, disrupting their cost forecasts. Mining concentration in Chile, Australia, and China, plus a significant Chinese share of refining capacity, exposes OEMs to geopolitical shocks. Ford's USD 3.5 billion investment in Michigan refining aims to localize a slice of the chain, yet start-up timelines stretch to 2026, limiting short-term relief.

Other drivers and restraints analyzed in the detailed report include:

1. OEM Pivot to Dedicated EV Platforms and In-House E-Axles (Scale Economics)
2. Commercial-Fleet Electrification Mandates (Last-Mile, HD-Truck Corridors)
3. OEM Vertical-Integration Squeezing Tier-1 ICE Suppliers' Addressable Market

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Engines generated the largest slice of the automotive powertrain systems market size with 41.63% share in 2025, as automakers wind down fresh ICE programs. Conversely, the "Others" basket-chiefly final drives and compact e-drive units-will outpace all peers at a 9.43% CAGR through 2031, taking advantage of integrated motor-inverter packages that cut weight and assembly steps. Transmissions cede share because most BEVs require a single reduction gear, although multi-speed boxes gain relevance for 40-ton trucks seeking highway efficiency. Differential suppliers pivot to electronic torque-vectoring modules synced with software controls rather than mechanical, limited-slip clutches .

Lightweight composite drive shafts and embedded vibration sensors turn once-passive parts into data nodes for predictive diagnostics, harmonizing with the AI-maintenance driver outlined earlier. As e-drive uptake scales, Tier-1 firms with both motor winding and power-module competencies win new-business awards, while pure mechanical specialists risk margin erosion. Overall, the component mix migrates toward fewer, higher-value assemblies governed by power-electronics IP rather than machining know-how.

ICE systems still represent 78.28% of 2025 revenue but might decline significantly by 2031, losing notable percentage points of share annually as BEVs sprint ahead. The electric vehicle segment is projected to expand at a 10.18% CAGR. Battery-electric powertrains achieve notable growth because falling pack costs intersect with punitive emissions penalties.

Plug-in hybrids act as transitional bridges in regions where charging infrastructure lags. Fuel-cell electric vehicles remain niche, limited to heavy-duty fleets along hydrogen corridors in Europe and California. Regional splits persist: China aims to significantly increase the adoption of plug-in vehicles among new cars, whereas India and parts of ASEAN still rely on Euro 6-plus ICE optimizations until public charging density improves.

Complete Report Scope:

• By Component
  • Engine
  • Transmission
  • Differentials
  • Drive Shafts
  • Others (Final Drive, E-Drive Unit)
• By Propulsion Type
  • Internal Combustion Engine (ICE)
  • Electric Vehicle (EV)
  • Hybrid (HEV/PHEV)
• By Drive Type
  • Front-Wheel Drive (FWD)
  • Rear-Wheel Drive (RWD)
  • All-Wheel Drive (AWD)
• By Vehicle Type
  • Passenger Vehicles
  • Commercial Vehicles
• By Sales Channel
  • OEM
  • Aftermarket
• By Geography
  • North America
    • United States
    • Canada
    • Rest of North America
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • Middle East and Africa
    • United Arab Emirates
    • Saudi Arabia
    • South Africa
    • Turkey
    • Rest of Middle East and Africa

Geography Analysis

The Asia-Pacific dominated the automotive powertrain systems market with a 48.86% share in 2025 and is expected to maintain an 7.94% CAGR to 2031. China's dual-credit program and generous EV subsidies spur domestic demand and export expansion, while India's Faster Adoption and Manufacturing of Electric Vehicles (FAME) incentives extend commercial-vehicle electrification to tier-2 cities. Japan refines hybrid technologies, and South Korea excels in battery innovation, though growth slows relative to China's surge.

North America registers significant growth, buoyed by the Inflation Reduction Act's clean-technology credits that encourage localized battery supply chains . Commercial fleets benefit from federal procurement mandates and utility rebates for depot chargers, yet sparse rural infrastructure tempers private BEV adoption. Mexico's cost-competitive parts plants satisfy domestic-content thresholds, reinforcing regional integration.

Europe leverages the European Green Deal's 2050 climate neutrality aims to maintain a sizeable piece of the automotive powertrain systems market. Germany's premium brands channel R&D into 800-volt architectures, while Eastern European nations attract final-assembly lines seeking lower labor expenses. High energy prices and reliance on Asian battery imports challenge economics, but recycling mandates spawn secondary-use and material-recovery ventures that may offset cost headwinds.

1. Robert Bosch GmbH
2. Denso Corporation
3. ZF Friedrichshafen AG
4. Magna International Inc.
5. Aisin Corporation
6. BorgWarner Inc.
7. Vitesco Technologies Group AG (Continental AG)
8. Hyundai Transys
9. Schaeffler AG
10. GKN Automotive
11. Allison Transmission, Inc.
12. Dana Incorporated
13. Valeo SA
14. JTEKT Corporation
15. Cummins Inc.
16. Mahle GmbH
17. BYD Auto Co., Ltd.
18. Tesla, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rapid Battery-Cost Decline Enabling Affordable E-Powertrains
  • 4.2.2 Tightening Global CO2 and Fuel-Economy Regulations
  • 4.2.3 OEM Pivot to Dedicated EV Platforms and In-House E-Axles (Scale Economics)
  • 4.2.4 Commercial-Fleet Electrification Mandates (Last-Mile, HD-Truck Corridors)
  • 4.2.5 Emergence of Low-Cost Sodium-Ion Batteries Opening Sub-USD 10k BEV Segment
  • 4.2.6 AI-Driven Predictive Maintenance Boosting Aftermarket Powertrain Spend
• 4.3 Market Restraints
  • 4.3.1 Critical-Mineral Supply-Chain Volatility and Price Swings
  • 4.3.2 OEM Vertical-Integration Squeezing Tier-1 ICE Suppliers' Addressable Market
  • 4.3.3 Slow Roll-Out of Megawatt Charging for Long-Haul Trucks
  • 4.3.4 Consumer "Range-Anxiety" in Emerging Markets Delaying BEV Adoption
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size & Growth Forecasts (Value & Volume)

• 5.1 By Component
  • 5.1.1 Engine
  • 5.1.2 Transmission
  • 5.1.3 Differentials
  • 5.1.4 Drive Shafts
  • 5.1.5 Others (Final Drive, E-Drive Unit)
• 5.2 By Propulsion Type
  • 5.2.1 Internal Combustion Engine (ICE)
  • 5.2.2 Electric Vehicle (EV)
  • 5.2.3 Hybrid (HEV/PHEV)
• 5.3 By Drive Type
  • 5.3.1 Front-Wheel Drive (FWD)
  • 5.3.2 Rear-Wheel Drive (RWD)
  • 5.3.3 All-Wheel Drive (AWD)
• 5.4 By Vehicle Type
  • 5.4.1 Passenger Vehicles
  • 5.4.2 Commercial Vehicles
• 5.5 By Sales Channel
  • 5.5.1 OEM
  • 5.5.2 Aftermarket
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Rest of North America
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 India
    • 5.6.4.3 Japan
    • 5.6.4.4 South Korea
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 United Arab Emirates
    • 5.6.5.2 Saudi Arabia
    • 5.6.5.3 South Africa
    • 5.6.5.4 Turkey
    • 5.6.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Robert Bosch GmbH
  • 6.4.2 Denso Corporation
  • 6.4.3 ZF Friedrichshafen AG
  • 6.4.4 Magna International Inc.
  • 6.4.5 Aisin Corporation
  • 6.4.6 BorgWarner Inc.
  • 6.4.7 Vitesco Technologies Group AG (Continental AG)
  • 6.4.8 Hyundai Transys
  • 6.4.9 Schaeffler AG
  • 6.4.10 GKN Automotive
  • 6.4.11 Allison Transmission, Inc.
  • 6.4.12 Dana Incorporated
  • 6.4.13 Valeo SA
  • 6.4.14 JTEKT Corporation
  • 6.4.15 Cummins Inc.
  • 6.4.16 Mahle GmbH
  • 6.4.17 BYD Auto Co., Ltd.
  • 6.4.18 Tesla, Inc.

7 Market Opportunities & Future Outlook

• 7.1 White-Space & Unmet-Need Assessment