자동차용 E-Axle 시장 예측(-2030년) : 유형별, 컴포넌트별, 차종별, 출력 정격별, 샤프트 유형별, 용도별, 지역별 세계 분석

According to Stratistics MRC, the Global Automotive E-Axle Market is accounted for $23.28 billion in 2024 and is expected to reach $173.06 billion by 2030 growing at a CAGR of 39.7% during the forecast period. An electric motor, power electronics, and gearbox are all combined into one unit by an automotive E-Axle, also known as an electric axle. It replaces conventional internal combustion engine drivetrain by effectively transferring power from the motor to the wheels. In electric drive trains, e-axles provide improved performance, lower weight, and increase energy efficiency.

According to the International Energy Agency (IEA) global annual EV outlook report published in April 2021, around 370 electric car models were available in 2020.

Market Dynamics:

Driver:

Growing demand for electric vehicles (EVs)

Modern EVs would not be the same without e-axles, which combine electric motors, power electronics, and gearboxes into a single, compact unit that improves vehicle performance and energy economy. As automakers shift towards electric power trains to meet emissions regulations and environmental goals, the E-Axle-a fully integrated drive solution combining motor, power electronics, and transmission-has become essential for EV efficiency. E-Axles improve power density, reduce weight, and enhance range, which are critical for EV performance. This demand is also fuelled by government incentives and consumer interest in sustainable options, pushing automakers to adopt compact, high-performance E-Axles in their electric line-ups to compete in the expanding EV market.

Restraint:

Limited charging infrastructure

E-Axles are essential for efficient electric drive trains in EVs, but their full potential depends on a reliable network of charging stations. In regions where charging stations are sparse, consumers face range anxiety, making them hesitant to adopt fully electric or hybrid vehicles that rely on E-Axle technology. This limited infrastructure also affects commercial fleets, which need frequent and dependable charging to operate efficiently. As a result, market demand and investment in E-Axle solutions are hindered, slowing both technological advancements and adoption rates across the EV sector.

Opportunity:

Expansion of hybrid and commercial EVs

E-Axles integrate electric motors, power electronics, and transmissions into a single compact unit, providing enhanced efficiency and power density essential for hybrid and electric applications. With rising environmental regulations, the demand for hybrids, plug-in hybrids, and commercial EVs, such as delivery trucks and buses, has surged. This shift promotes E-Axles as they support increased torque and load-bearing capabilities, crucial for commercial EVs, while reducing vehicle weight, boosting range, and lowering emissions. The need for flexible, high-performance drive trains to meet these requirements is fuelling innovations and investments in E-Axle technologies.

Threat:

Competition from alternative power train solutions

Alternative power train options, such as hydrogen fuel cells and conventional internal combustion engine (ICE) hybrids, compete with them by providing a viable low-emission option for heavy-duty applications. This could deter investment in the development of commercial EV axles. In the meanwhile, improvements in ICE hybrid technology offer a dependable, scalable, and effective choice that remains popular with producers and customers, particularly in areas with weak EV infrastructure. Battery technology limitations also influence the appeal of E-Axles, as competing systems with lower battery requirements may be more viable in certain applications. These alternative solutions can hinder E-Axle adoption by offering cost-effective, proven options that suit a wider range of vehicle types and operating conditions.

Covid-19 Impact

The COVID-19 pandemic initially disrupted the Automotive E-Axle market due to supply chain challenges, factory shutdowns, and delays in vehicle production. However, as the global automotive industry gradually shifted toward electric vehicles (EVs) and sustainable transportation solutions, the E-Axle market began recovering. Government incentives, an increased focus on clean energy, and rising demand for EVs drove market growth post-pandemic. The APAC region, in particular, saw rapid advancements in electric mobility, further accelerating the adoption of E-Axle systems.

The motor segment is expected to be the largest during the forecast period

The motor segment is estimated to have a lucrative growth, due to the power and efficiency of E-Axle systems. These motors convert electrical energy into mechanical power, enabling smooth and efficient propulsion in EVs and hybrids. High-performance motors in E-Axles help improve torque, speed, and overall energy efficiency, which is essential for EVs to match or exceed the capabilities of traditional power trains. Innovations in motor technology, such as lightweight designs and enhanced cooling systems, are expanding E-Axle applications across various vehicle types, from passenger cars to commercial trucks.

The commercial vehicles segment is expected to have the highest CAGR during the forecast period

The commercial vehicles segment is anticipated to witness the highest CAGR growth during the forecast period, due to the emission regulations and reduce operating costs. E-Axles offer a compact and integrated solution that combines electric motors, power electronics, and transmissions, making them ideal for heavy-duty applications that require high torque and power density, like trucks and buses. As cities push for greener public transport, electrified commercial vehicles become essential, increasing demand for efficient E-Axle systems. The ability of E-Axles to support payload efficiency and extend vehicle range enhances their appeal in the commercial segment.

Region with largest share:

Asia Pacific is projected to hold the largest market share during the forecast period due to increased electric vehicle (EV) adoption and supportive government policies. Countries like China, Japan, and India are key contributors, with rising demand for electric vehicles (EVs) and hybrid electric vehicles (HEVs). APAC is the largest and fastest-growing market, with substantial investments in electric mobility infrastructure and technology advancements. This market is expected to maintain its leadership position due to strong manufacturing capabilities, technological innovation, and favourable policy initiatives, along with the growing shift towards clean energy solutions.

Region with highest CAGR:

North America is projected to have the highest CAGR over the forecast period, driven by rising demand for electric and hybrid vehicles. Government incentives, environmental concerns, and technological advancements are major factors pushing this market. North America is expected to hold a significant share due to strong investments from automakers in e-axle technology, aimed at enhancing electric vehicle performance and efficiency. Moreover, the region benefits from consumer adoption of renewable energy, contributing to a favorable market environment for electric propulsion systems.

Key players in the market

Some of the key players profiled in the Automotive E-Axle Market include Robert Bosch GmbH, Magna International Inc., Nidec Corporation, GKN Automotive Limited, Allison Transmission Inc., Schaeffler AG, ZF Friedrichshafen AG, Dana Limited, Linamar Corporation, Vitesco Technologies Group AG, Meritor, Inc., BorgWarner Inc., Valeo SA, Continental AG, Siemens AG, Hitachi Automotive Systems, Mitsubishi Electric Corporation, Hyundai Mobis, JTEKT Corporation and Unipres Corporation.

Key Developments:

In October 2024, Nidec Motor Corporation (NMC), a subsidiary of Nidec, entered a key agreement with Ashok Leyland, a major Indian commercial vehicle manufacturer. This partnership focuses on developing electric motor-controller systems ("E-Drive") specifically for commercial vehicle electrification.

In May 2024, Mitsubishi Electric, Mitsubishi Electric Mobility, and AISIN announced their collaboration, intended to leverage Mitsubishi's expertise in power electronics and control optimization technologies alongside AISIN's vehicle integration capabilities. This joint venture will focus on creating an optimized E-Axle system that integrates both companies' technologies, including BluE Nexus systems.

In September 2024, Schaeffler highlighted its latest innovations and product expansions under its rebranded Schaeffler Vehicle Lifetime Solutions (VLS), showcasing repair and service solutions tailored for hybrid and electric vehicles.

Types Covered:

• Front axle
• Rear axle
• Other Types

Components Covered:

• Motor
• Power Electronics
• Transmission
• Other Components

Vehicle Types Covered:

• Passenger Vehicles
• Commercial Vehicles
• Other Vehicle Types

Power Ratings Covered:

• Low-power (Below 100 kW
• Medium-power (100-200 kW)
• High-power (Above 200 kW)

Shaft Types Covered:

• Single
• Multi Piece
• Other Shaft Types

Applications Covered:

• Rear-wheel Drive (RWD)
• Front-wheel Drive (FWD)
• Other Applications

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Automotive E-Axle Market, By Type

• 5.1 Introduction
• 5.2 Front axle
• 5.3 Rear axle
• 5.4 Other Types

6 Global Automotive E-Axle Market, By Component

• 6.1 Introduction
• 6.2 Motor
• 6.3 Power Electronics
• 6.4 Transmission
• 6.5 Other Components

7 Global Automotive E-Axle Market, By Vehicle Type

• 7.1 Introduction
• 7.2 Passenger Vehicles
• 7.3 Commercial Vehicles
• 7.4 Other Vehicle Types

8 Global Automotive E-Axle Market, By Power Rating

• 8.1 Introduction
• 8.2 Low-power (Below 100 kW)
• 8.3 Medium-power (100-200 kW)
• 8.4 High-power (Above 200 kW)

9 Global Automotive E-Axle Market, By Shaft Type

• 9.1 Introduction
• 9.2 Single
• 9.3 Multi Piece
• 9.4 Other Shaft Types

10 Global Automotive E-Axle Market, By Application

• 10.1 Introduction
• 10.2 Rear-wheel Drive (RWD)
• 10.3 Front-wheel Drive (FWD)
• 10.4 Other Applications

11 Global Automotive E-Axle Market, By Geography

• 11.1 Introduction
• 11.2 North America
  • 11.2.1 US
  • 11.2.2 Canada
  • 11.2.3 Mexico
• 11.3 Europe
  • 11.3.1 Germany
  • 11.3.2 UK
  • 11.3.3 Italy
  • 11.3.4 France
  • 11.3.5 Spain
  • 11.3.6 Rest of Europe
• 11.4 Asia Pacific
  • 11.4.1 Japan
  • 11.4.2 China
  • 11.4.3 India
  • 11.4.4 Australia
  • 11.4.5 New Zealand
  • 11.4.6 South Korea
  • 11.4.7 Rest of Asia Pacific
• 11.5 South America
  • 11.5.1 Argentina
  • 11.5.2 Brazil
  • 11.5.3 Chile
  • 11.5.4 Rest of South America
• 11.6 Middle East & Africa
  • 11.6.1 Saudi Arabia
  • 11.6.2 UAE
  • 11.6.3 Qatar
  • 11.6.4 South Africa
  • 11.6.5 Rest of Middle East & Africa

12 Key Developments

• 12.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 12.2 Acquisitions & Mergers
• 12.3 New Product Launch
• 12.4 Expansions
• 12.5 Other Key Strategies

13 Company Profiling

• 13.1 Robert Bosch GmbH
• 13.2 Magna International Inc.
• 13.3 Nidec Corporation
• 13.4 GKN Automotive Limited
• 13.5 Allison Transmission Inc.
• 13.6 Schaeffler AG
• 13.7 ZF Friedrichshafen AG
• 13.8 Dana Limited
• 13.9 Linamar Corporation
• 13.10 Vitesco Technologies Group AG
• 13.11 Meritor, Inc.
• 13.12 BorgWarner Inc.
• 13.13 Valeo SA
• 13.14 Continental AG
• 13.15 Siemens AG
• 13.16 Hitachi Automotive Systems
• 13.17 Mitsubishi Electric Corporation
• 13.18 Hyundai Mobis
• 13.19 JTEKT Corporation
• 13.20 Unipres Corporation