자동차용 모터 시장 : 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

According to Mordor Intelligence, the automotive motors market size was valued at USD 37.85 billion in 2025 and is estimated to grow from USD 39.64 billion in 2026 to reach USD 50.01 billion by 2031, at a CAGR of 4.75% during the forecast period (2026-2031).

This report is Segmented by Motor Type (DC Motor and More), Application (Powertrain and More), Vehicle Type (Two-Wheelers and More), Sales Channel (OEM and Aftermarket), and Geography. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

Global Automotive Motors Market Trends and Insights

Electrification of Auxiliary Systems (E-Pumps, E-Compressors)

Variable-speed motors are replacing belt-driven pumps and compressors, cutting fuel use by up to 5% in internal-combustion powertrains and extending BEV range by roughly 6-8% because auxiliary loads are decoupled from engine speed . MAHLE shipped more than 10 million electric coolant pumps in 2024 alone, showing that even legacy programs now favor electronic actuation. ZF's 48-V oil pump, launched in 2025, removes parasitic drag during coasting and supports cylinder deactivation in new European and Japanese hybrids . Compact BLDC units rated between 50 W and 500 W dominate this transition, and suppliers are embedding inverters to shrink wiring harnesses. As 800-V battery packs raise heat flux, premium BEVs add multiple coolant, refrigerant, and oil pumps, lifting per-vehicle motor content and sustaining demand through the decade.

Rapid Adoption of ADAS-Grade Safety Actuators

Regulation is accelerating motor penetration: the U.S. National Highway Traffic Safety Administration's 2024 rule mandates AEB on all new light vehicles, and the EU's General Safety Regulation II requires lane-keeping and intelligent speed assistance from mid-2024 . According to MITRE's PARTS database, the vast majority of U.S. sales for the 2023 model year have already integrated AEB, highlighting swift compliance. Each ADAS feature requires several stepper or servo motors for tasks such as camera positioning, radar shuttering, and steering-torque overlay. China's C-NCAP, set for 2025, is incentivizing active lane-change features, leading to increased demand for more powerful steppers. Suppliers like Valeo are now pairing adaptive headlamp modules with dual-axis motors to enable real-time beam adjustments. This advanced capability is gradually making its way into mainstream trims, thanks to declining LED prices.

Copper & Rare-Earth Price Volatility

In early 2026, copper prices reached their peak due to disruptions in key producing regions like Chile and Peru, before stabilizing slightly in the following months. This price volatility has significantly impacted motor margins, as copper windings constitute a substantial portion of the material cost in BLDCs. Around the same period, the cost of neodymium-praseodymium magnets rose sharply, driven by stricter export policies from China. In response, leading companies are adopting strategies such as hedging, vertical integration, or the exploration of magnet-free alternatives. One such alternative is Niron's iron-nitride alloy, though current prototypes face challenges, including reduced power density. This ongoing volatility has led to a slight decline in the projected growth rate of the automotive motors market.

Other drivers and restraints analyzed in the detailed report include:

1. Rising OEM Focus on 48-V Mild-Hybrid Architectures
2. Regulatory Push for Energy-Efficient HVAC Blowers
3. Thermal Management Challenges at Higher Power Densities

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

Segment Analysis

Traction motors started from a smaller 2025 base yet are forecast to deliver a 4.77% CAGR as BEVs proliferate. BLDC designs accounted for 43.36% of 2025 demand owing to entrenched roles in HVAC blowers, seat drives, and coolant pumps. Hairpin winding lifts slot fill to 70%, and YASA's axial-flux layout, now at 3.5 kW/kg, shows what premium hybrids can achieve. Servo motors thrive in active aero and multi-axis seats, while stepper motors remain essential for adaptive lighting and camera gimbals. Magnet-free prototypes offer supply resilience but give up torque density. Overall, efficiency, packaging, and raw-material security determine which topologies win as the automotive motors market diversifies.

The automotive motors market size for traction motors is projected to command USD -X billion by 2031, while BLDC designs will still hold a sizeable slice, albeit at slower growth. As SiC inverters shrink and integrate, OEMs can optimize for total system cost rather than peak efficiency, enabling a blended portfolio in which cost-effective ferrite units coexist with high-density NdFeB models. Suppliers capable of modular stator lamination, flexible winding, and embedded control software will capture disproportionate value.

Powertrain dominated with 47.21% share in 2025, yet safety systems will grow the fastest to 2031 on the back of AEB and lane-keeping rules. Every new ADAS layer adds servo, stepper, or micro-BLDC motors for braking, steering, or sensing. Marelli's adaptive-beam lamps, compliant with UN R-123, use dual-axis steppers and are already standard on European C-segment cars. HVAC retains steady pull because efficient BLDC blowers shave fleet CO2 for credits. Comfort motors may consolidate as zone controllers share actuators, yet new seat-massage and active-noise features offset losses. Overall, functional safety and energy efficiency jointly steer demand in the automotive motors market.

Safety-system demand translates into 1-2 additional motors per car each model year, supporting expansion in the automotive motors market size even as some legacy alternators disappear. Tier-ones that bundle sensor fusion, firmware updates, and self-diagnostics will outpace pure hardware peers.

Complete Report Scope:

• By Motor Type
  • DC Motor
  • Brushless DC Motor (BLDC)
  • Stepper Motor
  • Traction Motor
  • Servo Motor
• By Application
  • Powertrain
  • Comfort Systems
  • Safety Systems
  • HVAC
  • Infotainment
  • Others
• By Vehicle Type
  • Two-Wheelers
  • Passenger Cars
  • Light Commercial Vehicles (LCVs)
  • Heavy Commercial Vehicles (HCVs)
  • Off-Highway 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
    • United Kingdom
    • Germany
    • Spain
    • Italy
    • France
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • India
    • China
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • Middle East and Africa
    • United Arab Emirates
    • Saudi Arabia
    • Turkey
    • Egypt
    • South Africa
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific remained the largest regional contributor, accounting for 44.57% of 2025 revenue, and is projected to expand at a 4.87% CAGR. China's integrated approach-from rare-earth mining to final assembly-enables its vendors to price traction motors significantly lower than their Japanese and European counterparts. In India, government subsidies bolster demand for hub motors in two- and three-wheelers. Meanwhile, Thailand, Indonesia, and Vietnam are actively seeking investments for BLDC component plants. Japanese industry leaders, DENSO and Nidec, have halted their investments in internal combustion engines (ICE) and are redirecting funds towards SiC inverters and e-axles, enhancing the region's technological prowess.

While North America lags in volume, it is witnessing a surge in reshoring, spurred by trade rules that emphasize regional value. Companies like BorgWarner, Continental, and Dana are expanding capacity in Mexico and the southern U.S. to meet the local-content requirements for Detroit's battery-electric vehicle (BEV) initiatives. Additionally, recent legislation makes domestic battery packs more affordable, indirectly boosting motor demand. However, the exclusion of Chinese magnets complicates sourcing, a challenge that Canadian and U.S. rare-earth projects might alleviate in the future.

Europe grapples with stringent CO2 regulations, driving the adoption of battery electric vehicles (BEVs) and extending the aftermarket's longevity. Bosch's shift from fuel injectors to e-motors, albeit accompanied by painful staff reductions, underscores the region's pressing urgency. While Eastern Europe is attracting greenfield motor plants serving German OEMs, it remains reliant on Asian sources for rare earths and SiC wafers. The Middle East is prioritizing hydrogen, resulting in a limited focus on battery-electric vehicles. However, there's a budding demand for hybrids in hotter climates, presenting modest opportunities for motors. These regional distinctions are molding tailored strategies in the automotive motors landscape.

1. Robert Bosch GmbH
2. DENSO Corporation
3. Nidec Corporation
4. Continental AG
5. Mitsubishi Electric Corporation
6. BorgWarner Inc.
7. Mabuchi Motor Co., Ltd.
8. Johnson Electric Holdings Ltd.
9. Valeo SA
10. Hitachi Astemo, Ltd.
11. Brose Fahrzeugteile GmbH & Co. KG
12. ZF Friedrichshafen AG
13. Mahle GmbH
14. Panasonic Automotive Systems
15. LG Magna e-Powertrain
16. Siemens AG (Traction Motors)
17. Wuxi CasCadi Motor Co., Ltd.
18. Shanghai Edrive Co., Ltd.
19. Tesla Inc. (In-house Motor Division)
20. Dana TM4

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 Electrification of Auxiliary Systems (E-Pumps, E-Compressors)
  • 4.2.2 Rapid Adoption of Adas-Grade Safety Actuators
  • 4.2.3 Rising Oem Focus on 48-V Mild-Hybrid Architectures
  • 4.2.4 Regulatory Push For Energy-Efficient Hvac Blowers
  • 4.2.5 Growth of In-Cabin Comfort & Wellness Features
  • 4.2.6 Increasing Demand For Low-Noise Bldc Solutions In Premium EVs
• 4.3 Market Restraints
  • 4.3.1 Copper & Rare-Earth Price Volatility
  • 4.3.2 Thermal Management Challenges At Higher Power Densities
  • 4.3.3 Supply-Chain Concentration of Traction-Motor Magnets
  • 4.3.4 Competition From Integrated Smart Actuators Reducing Motor Bom
• 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 (USD) and Volume (Units))

• 5.1 By Motor Type
  • 5.1.1 DC Motor
  • 5.1.2 Brushless DC Motor (BLDC)
  • 5.1.3 Stepper Motor
  • 5.1.4 Traction Motor
  • 5.1.5 Servo Motor
• 5.2 By Application
  • 5.2.1 Powertrain
  • 5.2.2 Comfort Systems
  • 5.2.3 Safety Systems
  • 5.2.4 HVAC
  • 5.2.5 Infotainment
  • 5.2.6 Others
• 5.3 By Vehicle Type
  • 5.3.1 Two-Wheelers
  • 5.3.2 Passenger Cars
  • 5.3.3 Light Commercial Vehicles (LCVs)
  • 5.3.4 Heavy Commercial Vehicles (HCVs)
  • 5.3.5 Off-Highway Vehicles
• 5.4 By Sales Channel
  • 5.4.1 OEM
  • 5.4.2 Aftermarket
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Rest of North America
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 United Kingdom
    • 5.5.3.2 Germany
    • 5.5.3.3 Spain
    • 5.5.3.4 Italy
    • 5.5.3.5 France
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 India
    • 5.5.4.2 China
    • 5.5.4.3 Japan
    • 5.5.4.4 South Korea
    • 5.5.4.5 Rest of Asia-Pacific
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 United Arab Emirates
    • 5.5.5.2 Saudi Arabia
    • 5.5.5.3 Turkey
    • 5.5.5.4 Egypt
    • 5.5.5.5 South Africa
    • 5.5.5.6 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 Nidec Corporation
  • 6.4.4 Continental AG
  • 6.4.5 Mitsubishi Electric Corporation
  • 6.4.6 BorgWarner Inc.
  • 6.4.7 Mabuchi Motor Co., Ltd.
  • 6.4.8 Johnson Electric Holdings Ltd.
  • 6.4.9 Valeo SA
  • 6.4.10 Hitachi Astemo, Ltd.
  • 6.4.11 Brose Fahrzeugteile GmbH & Co. KG
  • 6.4.12 ZF Friedrichshafen AG
  • 6.4.13 Mahle GmbH
  • 6.4.14 Panasonic Automotive Systems
  • 6.4.15 LG Magna e-Powertrain
  • 6.4.16 Siemens AG (Traction Motors)
  • 6.4.17 Wuxi CasCadi Motor Co., Ltd.
  • 6.4.18 Shanghai Edrive Co., Ltd.
  • 6.4.19 Tesla Inc. (In-house Motor Division)
  • 6.4.20 Dana TM4

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment