전기자동차 파워트레인 시장 : 세계 산업 규모, 점유율, 동향, 기회, 예측 - 구성요소별, 추진 방식별, 차종별, 지역별, 경쟁별(2020-2030년)

The Global Electric Vehicle Powertrain Market, valued at USD 85.60 Billion in 2024, is projected to experience a CAGR of 19.83% to reach USD 253.45 Billion by 2030. The global electric vehicle (EV) powertrain market encompasses the integrated system within an electric vehicle responsible for converting stored electrical energy into mechanical motion to propel the vehicle, typically including the battery pack, power electronics, and electric motor. Market expansion is primarily driven by stringent global environmental regulations mandating reduced emissions and the increasing consumer demand for sustainable transportation solutions.

Key Market Drivers

The global electric vehicle powertrain market is significantly propelled by two key factors: stringent government emission regulations and continuous advancements in battery technology. Government regulations, such as those in the European Union, directly mandate a shift towards zero and low-emission vehicles, compelling automotive original equipment manufacturers to prioritize electric powertrain development and integration. For instance, according to the International Council on Clean Transportation, in October 2024, the EU's CO2 targets from 2025 aim for an average reduction of 15% in emissions from new passenger cars compared to 2021 levels, requiring a fleet-wide target of 93.6 grams per kilometer, measured by WLTP. This regulatory pressure necessitates accelerated investment in electric motors, power electronics, and sophisticated battery systems to meet compliance targets and avoid penalties.

Key Market Challenges

The elevated initial purchase cost of electric vehicles represents a significant impediment to the expansion of the global electric vehicle powertrain market. This high upfront expense, largely attributed to the intricate manufacturing and material costs associated with battery packs, directly impacts consumer affordability and willingness to transition from conventional internal combustion engine vehicles. Consequently, reduced consumer uptake translates to slower growth in demand for integrated powertrain systems, including the battery pack, power electronics, and electric motor components.

Key Market Trends

The widespread adoption of 800V powertrain architectures is a pivotal trend, enhancing the performance and charging capabilities of electric vehicles. This higher voltage system allows for faster charging speeds by enabling higher power delivery with lower current, reducing heat losses, and permitting the use of lighter and smaller cables within the vehicle. Such advancements improve overall powertrain efficiency and contribute to extended driving ranges. The Electric Power Research Institute (EPRI), in June 2023, highlighted the immense challenge of transitioning the entire U. S. on-road transportation system of 270 million cars, buses, and trucks to electric fuel, underscoring the critical need for efficient power delivery solutions like 800V systems. Manufacturers are actively investing in this technology; for instance, Leapmotor announced its plan to mass-produce an 800V ultrahigh voltage electrical platform in the fourth quarter of 2024, designed to enable 400KW ultrafast charging and provide a 200km endurance by a five-minute charge.

Key Market Players

• Tesla
• BYD
• Bosch
  • ZF
• Magna
• Valeo
• Nidec
• Mitsubishi Electric
• Hitachi
• Continental

Report Scope:

In this report, the Global Electric Vehicle Powertrain Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Electric Vehicle Powertrain Market, By Component:

• Battery
• E-Motor
• Power Electronics
• Thermal Management Modules
• Others

Electric Vehicle Powertrain Market, By Propulsion:

• Battery Electric Vehicle (BEV)
• Hybrid Electric Vehicle (HEV)
• Plug-in Hybrid Electric Vehicles (PHEV)

Electric Vehicle Powertrain Market, By Vehicle Type:

• Passenger Cars
• Commercial Vehicles

Electric Vehicle Powertrain Market, By Region:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies presents in the Global Electric Vehicle Powertrain Market.

Available Customizations:

Global Electric Vehicle Powertrain Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Electric Vehicle Powertrain Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Component (Battery, E-Motor, Power Electronics, Thermal Management Modules, Others)
  • 5.2.2. By Propulsion (Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-in Hybrid Electric Vehicles (PHEV))
  • 5.2.3. By Vehicle Type (Passenger Cars, Commercial Vehicles)
  • 5.2.4. By Region
  • 5.2.5. By Company (2024)
• 5.3. Market Map

6. North America Electric Vehicle Powertrain Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Component
  • 6.2.2. By Propulsion
  • 6.2.3. By Vehicle Type
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Electric Vehicle Powertrain Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Component
      • 6.3.1.2.2. By Propulsion
      • 6.3.1.2.3. By Vehicle Type
  • 6.3.2. Canada Electric Vehicle Powertrain Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Component
      • 6.3.2.2.2. By Propulsion
      • 6.3.2.2.3. By Vehicle Type
  • 6.3.3. Mexico Electric Vehicle Powertrain Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Component
      • 6.3.3.2.2. By Propulsion
      • 6.3.3.2.3. By Vehicle Type

7. Europe Electric Vehicle Powertrain Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Component
  • 7.2.2. By Propulsion
  • 7.2.3. By Vehicle Type
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Electric Vehicle Powertrain Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Component
      • 7.3.1.2.2. By Propulsion
      • 7.3.1.2.3. By Vehicle Type
  • 7.3.2. France Electric Vehicle Powertrain Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Component
      • 7.3.2.2.2. By Propulsion
      • 7.3.2.2.3. By Vehicle Type
  • 7.3.3. United Kingdom Electric Vehicle Powertrain Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Component
      • 7.3.3.2.2. By Propulsion
      • 7.3.3.2.3. By Vehicle Type
  • 7.3.4. Italy Electric Vehicle Powertrain Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Component
      • 7.3.4.2.2. By Propulsion
      • 7.3.4.2.3. By Vehicle Type
  • 7.3.5. Spain Electric Vehicle Powertrain Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Component
      • 7.3.5.2.2. By Propulsion
      • 7.3.5.2.3. By Vehicle Type

8. Asia Pacific Electric Vehicle Powertrain Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Component
  • 8.2.2. By Propulsion
  • 8.2.3. By Vehicle Type
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Electric Vehicle Powertrain Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Component
      • 8.3.1.2.2. By Propulsion
      • 8.3.1.2.3. By Vehicle Type
  • 8.3.2. India Electric Vehicle Powertrain Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Component
      • 8.3.2.2.2. By Propulsion
      • 8.3.2.2.3. By Vehicle Type
  • 8.3.3. Japan Electric Vehicle Powertrain Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Component
      • 8.3.3.2.2. By Propulsion
      • 8.3.3.2.3. By Vehicle Type
  • 8.3.4. South Korea Electric Vehicle Powertrain Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Component
      • 8.3.4.2.2. By Propulsion
      • 8.3.4.2.3. By Vehicle Type
  • 8.3.5. Australia Electric Vehicle Powertrain Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Component
      • 8.3.5.2.2. By Propulsion
      • 8.3.5.2.3. By Vehicle Type

9. Middle East & Africa Electric Vehicle Powertrain Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Component
  • 9.2.2. By Propulsion
  • 9.2.3. By Vehicle Type
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Electric Vehicle Powertrain Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Component
      • 9.3.1.2.2. By Propulsion
      • 9.3.1.2.3. By Vehicle Type
  • 9.3.2. UAE Electric Vehicle Powertrain Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Component
      • 9.3.2.2.2. By Propulsion
      • 9.3.2.2.3. By Vehicle Type
  • 9.3.3. South Africa Electric Vehicle Powertrain Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Component
      • 9.3.3.2.2. By Propulsion
      • 9.3.3.2.3. By Vehicle Type

10. South America Electric Vehicle Powertrain Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Component
  • 10.2.2. By Propulsion
  • 10.2.3. By Vehicle Type
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Electric Vehicle Powertrain Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Component
      • 10.3.1.2.2. By Propulsion
      • 10.3.1.2.3. By Vehicle Type
  • 10.3.2. Colombia Electric Vehicle Powertrain Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Component
      • 10.3.2.2.2. By Propulsion
      • 10.3.2.2.3. By Vehicle Type
  • 10.3.3. Argentina Electric Vehicle Powertrain Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Component
      • 10.3.3.2.2. By Propulsion
      • 10.3.3.2.3. By Vehicle Type

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Electric Vehicle Powertrain Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Tesla
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. BYD
• 15.3. Bosch
• 15.4. ZF
• 15.5. Magna
• 15.6. Valeo
• 15.7. Nidec
• 15.8. Mitsubishi Electric
• 15.9. Hitachi
• 15.10. Continental

16. Strategic Recommendations

17. About Us & Disclaimer