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

According to Mordor Intelligence, the automotive clutch market size is valued at USD 15.39 billion in 2026 and is projected to post USD 20.51 billion by 2031, translating into a 5.91% CAGR over the forecast period (2026-2031).

This report is Segmented by Transmission Type (Manual, Automatic, AMT, DCT, Others), Vehicle Type (Passenger Cars, Light Commercial Vehicles, and More), Clutch Component (Disc & Hub, Pressure Plate, Release Bearing, Flywheel, Actuation Systems), Sales Channel (OEM, Aftermarket), and Geography (North America, South America, Europe, Asia-Pacific, MEA). Market Forecasts are Provided in Terms of Value (USD).

Global Automotive Clutch Market Trends and Insights

Rapid OEM Shift Toward Dual-Clutch and Automated Transmissions

Dual-clutch penetration is rising because European and Chinese automakers favor wet-clutch designs that hit sub-95 g/km CO2 targets without full-hybrid premiums. Volkswagen's MQB-based models deploy electro-hydraulic DQ381 units that cut parasitic drag by 12%, while Chinese brands license DCT technology to enhance 150-250 kW plug-in hybrids. Automated manuals gain share in India's light commercial segment, where Eaton's AutoShift trims fuel use 8-10% on urban routes. The trend reduces single-plate dry-clutch volumes but expands demand for multi-plate wet modules and electronic actuation. Suppliers that master mechatronics capture higher unit value, reinforcing competition in premium transmission tiers. A growing base of automated and dual-clutch vehicles promises steadier aftermarket demand because replacement intervals lengthen, but repair complexity and part pricing rise.

Rising Light-Vehicle Production in Emerging Economies

India, Brazil, and key ASEAN markets are collectively forecast to expand light-vehicle production, supported by growing consumer income and favorable local assembly incentives. The output surge anchors baseline clutch volumes, counterbalancing the losses of mature-market BEVs. Emerging factories also push suppliers to co-locate stamping and friction-material plants, improving lead times and currency hedging.

Escalating BEV Penetration Eliminating Conventional Clutches

China's approximately 25% BEV share in 2024 cut 3.2 million clutch units, and Europe's 21.7% share removed 1.8 million more. Tesla and BYD alone displaced 4.8 million assemblies, prompting Volkswagen to idle its Kassel dry-clutch line in 2025. Suppliers are redirecting R&D toward disconnect and torque-vectoring clutches for electrified drivetrains, but unit prices are 40-60% lower than those of DCT modules, thereby compressing revenue.

Other drivers and restraints analyzed in the detailed report include:

1. Stringent CO2 Targets Driving Demand for Fuel-Efficient Clutches
2. Adoption of 48-V e-Clutch Systems for Mild-Hybrid Architectures
3. Rising Popularity of CVT Powertrains in Entry-Level Cars

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

Segment Analysis

Manual transmission retained a 64.79% share of the automotive clutch market in 2025 as buyers in India, Brazil, and Southeast Asia prized its lower ex-factory cost. Yet, wet dual-clutch systems are expected to expand at a 9.37% CAGR through 2031, driven by European and Chinese plug-in hybrids that require sub-0.2-second shifts and seamless torque overlay.

Transmission preferences illustrate a bifurcated demand curve. Cost-driven emerging markets continue to favor single-plate dry clutches, which cost USD 45-60 in the aftermarket, thereby maintaining elevated volumes even as electrification gains traction elsewhere. Premium European sedans utilize EUR 2,800 wet DCT units to achieve 12% fuel savings compared to torque-converter automatics, amid diesel prices exceeding EUR 1.80 per liter. Volvo's I-Shift-equipped trucks eliminate pedal effort, resulting in a 14% reduction in driver injury claims in Swedish fleets. The divergence preserves high-volume manual production while giving technology leaders a margin-rich DCT runway through 2031.

Passenger cars generated a 74.23% share of the automotive clutch market in 2025. Still, medium and heavy commercial vehicles are forecast to post the fastest growth rate of 8.02% CAGR through 2031, driven by e-commerce logistics that boost mileage and regulators nudging fleets toward automated gearboxes that minimize fatigue on daily hauls of 500 km. Ford Transit and Stellantis Ducato vans utilize LuK dual-mass flywheels, which extend service intervals to 180,000 km. Meanwhile, John Deere tests wet-clutch power-shift transmissions on high-horsepower combines for in-field ratio changes.

Commercial electrification reshapes demand. Battery-electric delivery vans eliminate clutches, whereas range-extender hybrids retain disconnect units to isolate the generators. Ashok Leyland's Boss LX uses ZF's Traxon AMT with a dual-plate clutch rated 1,400 Nm for 49-ton gross weights, and Caterpillar dozers specify wet multi-plate clutches to dissipate 180 kW of heat during earth-moving. This mix sustains the automotive clutch market across diverse use-cases even as passenger-car BEVs proliferate.

Complete Report Scope:

• By Transmission Type
  • Manual Transmission
  • Automatic Transmission (Torque-Converter)
  • Automated Manual Transmission (AMT)
  • Dual-Clutch Transmission (DCT)
  • Others (e-Clutch, CVT Clutch Packs, etc.)
• By Vehicle Type
  • Passenger Cars
  • Light Commercial Vehicles
  • Medium and Heavy Commercial Vehicles
  • Off-Highway (Agricultural and Construction)
• By Clutch Component
  • Clutch Disc and Hub
  • Pressure Plate and Cover
  • Release Bearing/Slave Cylinder
  • Flywheel (Single and Dual-Mass)
  • Actuation Systems (Hydraulic, Electro-Hydraulic, Electronic)
• By Sales Channel
  • Original Equipment Manufacturer (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
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • South Africa
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific maintained a 49.62% share of the automotive clutch market in 2025. In China, the growing adoption of wet dual-clutch transmissions (DCTs) in plug-in hybrid SUVs is pushing up unit values. Meanwhile, in India, the dominance of manual transmissions continues to fuel a robust demand for cost-effective dry clutches. Japan sees a decline in volumes as continuously variable transmissions (CVTs) gain prominence. However, companies like EXEDY and Aisin counterbalance this dip by ramping up exports, leveraging their competitive cost structures to undercut European prices. In Southeast Asia, factories are embarking on localized initiatives, bolstered by Thailand's approval of USD 420 million in foreign direct investment (FDI) for components.

The North American automotive clutch market is primarily driven by commercial vehicles and performance cars, as the manual transmission rate in mainstream passenger models has fallen below 2%. Mexico's premium-sedan exports sustain wet DCT volumes, and South America shows the strongest 6.82% CAGR through 2031, as Brazil's flex-fuel hybrids pair higher-torque ethanol engines with manual gearboxes. The Middle East and Africa, with South African incentives, are drawing investment in pickup clutch assembly for sub-Saharan exports.

1. Schaeffler AG
2. Valeo SA
3. ZF Friedrichshafen AG
4. EXEDY Corporation
5. Aisin Corporation
6. Eaton Corporation plc
7. BorgWarner Inc.
8. Magneti Marelli SpA
9. Continental AG
10. WABCO (ZF CV Systems)
11. Setco Automotive Ltd.
12. FCC Co., Ltd.
13. Zhejiang Tieliu Clutch Co., Ltd.
14. Nissin Kogyo Co., Ltd.
15. Haldex AB
16. Twin Disc Inc.
17. Transtar Industries Inc.
18. Helix Auto Transmission

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and 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 OEM Shift Toward Dual-Clutch and Automated Transmissions
  • 4.2.2 Rising Light-Vehicle Production in Emerging Economies
  • 4.2.3 Stringent CO2 Targets Driving Demand for Fuel-Efficient Clutches
  • 4.2.4 Adoption of 48-V E-Clutch Systems for Mild-Hybrid Architectures
  • 4.2.5 Lightweight Composite Friction Materials to Meet Fleet-Wide MPG Norms
  • 4.2.6 Growing Retrofit Demand in Tier-2/3 Cities for Emission-Compliant Taxis
• 4.3 Market Restraints
  • 4.3.1 Escalating BEV Penetration Eliminating Conventional Clutches
  • 4.3.2 Rising Popularity of CVT Powertrains in Entry-Level Cars
  • 4.3.3 Dual-Mass-Flywheel Reliability Issues Causing Warranty Cost Spikes
  • 4.3.4 Upcoming Copper-Free Friction-Material Mandates Disrupting Supply Chains
• 4.4 Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers/Consumers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitute Products
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size and Growth Forecasts (Value (USD))

• 5.1 By Transmission Type
  • 5.1.1 Manual Transmission
  • 5.1.2 Automatic Transmission (Torque-Converter)
  • 5.1.3 Automated Manual Transmission (AMT)
  • 5.1.4 Dual-Clutch Transmission (DCT)
  • 5.1.5 Others (e-Clutch, CVT Clutch Packs, etc.)
• 5.2 By Vehicle Type
  • 5.2.1 Passenger Cars
  • 5.2.2 Light Commercial Vehicles
  • 5.2.3 Medium and Heavy Commercial Vehicles
  • 5.2.4 Off-Highway (Agricultural and Construction)
• 5.3 By Clutch Component
  • 5.3.1 Clutch Disc and Hub
  • 5.3.2 Pressure Plate and Cover
  • 5.3.3 Release Bearing/Slave Cylinder
  • 5.3.4 Flywheel (Single and Dual-Mass)
  • 5.3.5 Actuation Systems (Hydraulic, Electro-Hydraulic, Electronic)
• 5.4 By Sales Channel
  • 5.4.1 Original Equipment Manufacturer (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 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 India
    • 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 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 South Africa
    • 5.5.5.4 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, Products and Services, and Recent Developments)
  • 6.4.1 Schaeffler AG
  • 6.4.2 Valeo SA
  • 6.4.3 ZF Friedrichshafen AG
  • 6.4.4 EXEDY Corporation
  • 6.4.5 Aisin Corporation
  • 6.4.6 Eaton Corporation plc
  • 6.4.7 BorgWarner Inc.
  • 6.4.8 Magneti Marelli SpA
  • 6.4.9 Continental AG
  • 6.4.10 WABCO (ZF CV Systems)
  • 6.4.11 Setco Automotive Ltd.
  • 6.4.12 FCC Co., Ltd.
  • 6.4.13 Zhejiang Tieliu Clutch Co., Ltd.
  • 6.4.14 Nissin Kogyo Co., Ltd.
  • 6.4.15 Haldex AB
  • 6.4.16 Twin Disc Inc.
  • 6.4.17 Transtar Industries Inc.
  • 6.4.18 Helix Auto Transmission

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment