전기자동차 부품 시장 : 세계 산업 규모, 점유율, 동향, 기회, 예측 - 차종별, 추진 유형별, 부품 유형별, 지역별 및 경쟁(2021-2031년)

The Global Electric Vehicle Components Market is projected to expand from USD 219.57 Billion in 2025 to USD 461.52 Billion by 2031, registering a CAGR of 13.18%. This market encompasses the specialized hardware necessary for electric propulsion, including high-voltage battery packs, traction motors, inverters, and thermal management systems. The sector's growth is fundamentally driven by strict government emission regulations and financial incentives intended to hasten the shift from internal combustion engines to zero-emission transportation. These regulatory frameworks compel automakers to increase the production volume of electrified drivetrains and require the development of robust charging compatibility.

However, the market confronts a significant hurdle regarding the stability of supply chains for critical raw materials essential for battery production. Fluctuations in the availability of key minerals such as lithium and cobalt can lead to production bottlenecks that impede the ability to meet surging vehicle demand. According to the China Association of Automobile Manufacturers, the production of new energy vehicles surpassed nine million units in the first ten months of 2024. This rapid scaling exerts immense pressure on existing component supply lines and underscores the challenge of aligning upstream mining capacities with the immediate requirements of component manufacturers.

Market Driver

Ambitious electrification targets and capital allocation by leading automotive OEMs serve as a primary catalyst for the component sector. Legacy manufacturers are restructuring their supply chains to support the production of electric drivetrains, generating sustained demand for motors, inverters, and thermal systems. This strategic pivot involves massive financial commitments to secure manufacturing capabilities and proprietary technology stacks. As noted by Honda Motor Co., Ltd. in May 2024 during the '2024 Business Briefing on Initiatives Key to the Electrification Strategy', the company intends to double its investment in electrification and software technologies to roughly 10 trillion yen through the fiscal year 2031. Such substantial capital injections directly accelerate the development and procurement of specialized hardware needed to meet the volume goals of these automotive giants.

Concurrently, the steady decline in lithium-ion battery costs is eliminating a major economic barrier to component adoption. Since the battery pack typically dictates the overall vehicle price, cost reductions in this area allow for better margins on other high-voltage components and broader market penetration. Improved manufacturing efficiencies and lower raw material prices contribute significantly to this downward pricing trend. According to a September 2024 report by Goldman Sachs titled 'Electric vehicle battery prices falling faster than expected', global average battery prices are forecast to drop to $80 per kilowatt-hour by 2026. This reduction enhances the affordability of electric mobility, thereby boosting total vehicle volume. The International Energy Agency projects that global electric car sales will reach approximately 17 million units in 2024, ensuring steady expansion of the addressable market for component suppliers.

Market Challenge

The instability of supply chains for critical raw materials acts as a severe constraint on the global electric vehicle components market. As component manufacturers strive to produce high-voltage battery packs and traction motors, their output is frequently disrupted by the volatile availability of essential minerals like lithium and cobalt. When upstream mining capacities fail to align with the rapid scaling requirements of the automotive sector, production bottlenecks emerge. These delays prevent manufacturers from fulfilling automaker orders on schedule, directly stalling the expansion of the broader electrified drivetrain market.

This disruption in the manufacturing pipeline has tangible consequences for industry output, causing fluctuations that impede steady market expansion. According to the Society of Motor Manufacturers and Traders, in 2024, the production volumes of electrified vehicles in the UK declined by 20.4% to 275,896 units compared to the previous year. Such a contraction in manufacturing output demonstrates how logistical and supply-side hurdles can physically limit the market's growth trajectory, regardless of consumer demand. Consequently, the component sector struggles to maintain consistent momentum, as the inability to secure reliable raw material inputs forces periods of stagnation.

Market Trends

Manufacturers are increasingly prioritizing Lithium Iron Phosphate (LFP) battery chemistries for standard-range vehicles to mitigate production costs and enhance thermal safety. This strategic shift allows automakers to reduce reliance on volatile nickel and cobalt supply chains while offering durable energy storage solutions that facilitate mass-market affordability. The rising dominance of this specific chemistry is evident in recent global deployment metrics, as it becomes the preferred choice for high-volume entry-level models. According to the International Energy Agency's 'Global EV Outlook 2024' published in April 2024, LFP batteries supplied more than 40% of electric vehicle demand globally by capacity in 2023, more than doubling the share recorded just three years prior.

Simultaneously, component suppliers are aggressively developing integrated 3-in-1 e-axle systems that combine the electric motor, power electronics, and transmission into a single compact unit. This architectural consolidation significantly reduces weight and packaging space, enabling vehicle manufacturers to streamline assembly processes and improve overall powertrain efficiency. Major Tier-1 suppliers are witnessing substantial financial growth from these electrified product lines as OEMs transition to these integrated modular designs. According to BorgWarner Inc.'s 'Third Quarter 2024 Results' press release from October 2024, the company expects its full-year 2024 eProduct sales to reach approximately $2.4 billion, representing a significant increase from the $2.0 billion recorded in the previous year.

Key Market Players

• Contemporary Amperex Technology Ltd.
• LG Energy Solution Ltd
• Panasonic Holdings Corporation
• BYD Company Limited
• Samsung SDI Co. Ltd
• Tesla Inc.
• Nidec Corp.
• Magna International Inc.
• ZF Friedrichshafen AG
• Robert Bosch GmbH

Report Scope

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

Electric Vehicle Components Market, By Vehicle Type

• Passenger Vehicles
• Commercial Vehicles

Electric Vehicle Components Market, By Propulsion Type

• Battery Electric Vehicle
• Plug-in Hybrid Electric Vehicle
• Fuel Cell Electric Vehicle
• Hybrid Electric Vehicle

Electric Vehicle Components Market, By Component Type

• Battery Packs
• DC-DC Converter
• Controller & Inverter
• Motor
• On-Board Chargers
• Other Component Types

Electric Vehicle Components 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 present in the Global Electric Vehicle Components Market.

Available Customizations:

Global Electric Vehicle Components 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 Components Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Vehicle Type (Passenger Vehicles, Commercial Vehicles)
  • 5.2.2. By Propulsion Type (Battery Electric Vehicle, Plug-in Hybrid Electric Vehicle, Fuel Cell Electric Vehicle, Hybrid Electric Vehicle)
  • 5.2.3. By Component Type (Battery Packs, DC-DC Converter, Controller & Inverter, Motor, On-Board Chargers, Other Component Types)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Electric Vehicle Components Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Vehicle Type
  • 6.2.2. By Propulsion Type
  • 6.2.3. By Component Type
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Electric Vehicle Components 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 Vehicle Type
      • 6.3.1.2.2. By Propulsion Type
      • 6.3.1.2.3. By Component Type
  • 6.3.2. Canada Electric Vehicle Components 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 Vehicle Type
      • 6.3.2.2.2. By Propulsion Type
      • 6.3.2.2.3. By Component Type
  • 6.3.3. Mexico Electric Vehicle Components 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 Vehicle Type
      • 6.3.3.2.2. By Propulsion Type
      • 6.3.3.2.3. By Component Type

7. Europe Electric Vehicle Components Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Vehicle Type
  • 7.2.2. By Propulsion Type
  • 7.2.3. By Component Type
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Electric Vehicle Components 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 Vehicle Type
      • 7.3.1.2.2. By Propulsion Type
      • 7.3.1.2.3. By Component Type
  • 7.3.2. France Electric Vehicle Components 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 Vehicle Type
      • 7.3.2.2.2. By Propulsion Type
      • 7.3.2.2.3. By Component Type
  • 7.3.3. United Kingdom Electric Vehicle Components 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 Vehicle Type
      • 7.3.3.2.2. By Propulsion Type
      • 7.3.3.2.3. By Component Type
  • 7.3.4. Italy Electric Vehicle Components 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 Vehicle Type
      • 7.3.4.2.2. By Propulsion Type
      • 7.3.4.2.3. By Component Type
  • 7.3.5. Spain Electric Vehicle Components 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 Vehicle Type
      • 7.3.5.2.2. By Propulsion Type
      • 7.3.5.2.3. By Component Type

8. Asia Pacific Electric Vehicle Components Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Vehicle Type
  • 8.2.2. By Propulsion Type
  • 8.2.3. By Component Type
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Electric Vehicle Components 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 Vehicle Type
      • 8.3.1.2.2. By Propulsion Type
      • 8.3.1.2.3. By Component Type
  • 8.3.2. India Electric Vehicle Components 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 Vehicle Type
      • 8.3.2.2.2. By Propulsion Type
      • 8.3.2.2.3. By Component Type
  • 8.3.3. Japan Electric Vehicle Components 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 Vehicle Type
      • 8.3.3.2.2. By Propulsion Type
      • 8.3.3.2.3. By Component Type
  • 8.3.4. South Korea Electric Vehicle Components 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 Vehicle Type
      • 8.3.4.2.2. By Propulsion Type
      • 8.3.4.2.3. By Component Type
  • 8.3.5. Australia Electric Vehicle Components 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 Vehicle Type
      • 8.3.5.2.2. By Propulsion Type
      • 8.3.5.2.3. By Component Type

9. Middle East & Africa Electric Vehicle Components Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Vehicle Type
  • 9.2.2. By Propulsion Type
  • 9.2.3. By Component Type
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Electric Vehicle Components 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 Vehicle Type
      • 9.3.1.2.2. By Propulsion Type
      • 9.3.1.2.3. By Component Type
  • 9.3.2. UAE Electric Vehicle Components 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 Vehicle Type
      • 9.3.2.2.2. By Propulsion Type
      • 9.3.2.2.3. By Component Type
  • 9.3.3. South Africa Electric Vehicle Components 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 Vehicle Type
      • 9.3.3.2.2. By Propulsion Type
      • 9.3.3.2.3. By Component Type

10. South America Electric Vehicle Components Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Vehicle Type
  • 10.2.2. By Propulsion Type
  • 10.2.3. By Component Type
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Electric Vehicle Components 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 Vehicle Type
      • 10.3.1.2.2. By Propulsion Type
      • 10.3.1.2.3. By Component Type
  • 10.3.2. Colombia Electric Vehicle Components 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 Vehicle Type
      • 10.3.2.2.2. By Propulsion Type
      • 10.3.2.2.3. By Component Type
  • 10.3.3. Argentina Electric Vehicle Components 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 Vehicle Type
      • 10.3.3.2.2. By Propulsion Type
      • 10.3.3.2.3. By Component 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 Components 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. Contemporary Amperex Technology Ltd.
  • 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. LG Energy Solution Ltd
• 15.3. Panasonic Holdings Corporation
• 15.4. BYD Company Limited
• 15.5. Samsung SDI Co. Ltd
• 15.6. Tesla Inc.
• 15.7. Nidec Corp.
• 15.8. Magna International Inc.
• 15.9. ZF Friedrichshafen AG
• 15.10. Robert Bosch GmbH

16. Strategic Recommendations

17. About Us & Disclaimer