TABLE OF CONTENTS
1 MARKET DYNAMICS 9
1.1 INTRODUCTION 9
1.2 DRIVERS 10
1.2.1 INCREASING DEMAND FOR ELECTRIC VEHICLES 10
1.2.2 ADVANTAGES OF AUTOMOTIVE E-AXLES OVER TRADITIONAL POWERTRAINS PROPELLING ITS ADOPTION AMONG THE OEMS 11
1.3 RESTRAINTS 12
1.3.1 HIGH INITIAL COST IS EXPECTED TO HAMPER THE GROWTH OF THE MARKET 12
1.4 OPPORTUNITY 13
1.4.1 GROWING DEMAND FOR ELECTRIC VEHICLES IN DEVELOPING COUNTRIES 13
1.4.2 DEVELOPMENT OF NEW AUTOMOTIVE E-AXLE TECHNOLOGIES 14
1.4.3 GROWING DEMAND FOR AUTOMOTIVE E-AXLES IN COMMERCIAL VEHICLES 14
1.5 CHALLENGES 16
1.5.1 GOVERNMENT REGULATIONS AND POLICIES AFFECTING THE E-AXLE INDUSTRY 16
1.5.2 HIGH CAPITAL INVESTMENT IN R&D OF AUTONOMOUS TECHNOLOGY 16
1.6 MARKET & TECHNOLOGY TRENDS 17
1.6.1 INCREASING DEVELOPMENT OF EV INFRASTRUCTURE, GOVERNMENT SUBSIDIES, AND SCHEMES 17
1.6.2 TO EXPEDITE ELECTRIC MOBILITY AND ACHIEVE WIDESPREAD ADOPTION.VEHICLE PART MAKERS ARE CONCENTRATING ON DEVELOPING EFFICIENT, HIGH-PERFORMANCE 17
1.6.3 INCREASING COLLABORATION AMONG KEY VALUE CHAIN PLAYERS 18
1.6.4 PERFORMANCE AND EFFICIENCY IMPROVEMENTS 18
1.7 COVID-19 IMPACT ANALYSIS 19
1.7.1 IMPACT ON OVERALL AUTOMOTIVE INDUSTRY 19
1.7.1.1 ECONOMIC IMPACT 20
1.7.2 IMPACT ON AUTOMOTIVE E-AXLE MARKET 20
1.7.3 IMPACT ON SUPPLY CHAIN OF AUTOMOTIVE E-AXLE MARKET 20
1.7.3.1 PRICE VARIATION OF KEY RAW CATEGORY 20
1.7.3.2 PRODUCTION SHUTDOWN 21
1.7.3.3 CASH FLOW CONSTRAINTS 21
1.7.3.4 IMPACT ON IMPORT/EXPORT 21
1.7.4 IMPACT ON MARKET DEMAND OF AUTOMOTIVE E-AXLE MARKET 22
1.7.4.1 IMPACT DUE TO RESTRICTIONS/LOCKDOWN 22
1.7.4.2 CONSUMER SENTIMENTS 22
23
2 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY COMPONENT 24
2.1 OVERVIEW 24
2.2 ELECTRIC MOTOR 25
2.2.1 ELECTRICALLY EXCITED SYNCHRONOUS MOTOR (EESM) 26
2.2.2 INTERIOR PERMANENT MAGNET (IPM) MOTOR 26
2.2.3 INDUCTION MOTORS (ACIM) 26
2.2.4 SWITCHED RELUCTANCE MOTOR (SRM) 26
2.2.5 BLDC (BRUSHLESS DC) 26
2.3 INVERTER 27
2.3.1 SIC 27
2.3.2 IGBT 27
2.4 TRANSMISSION 27
2.5 OTHERS 27
3 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY POWER 28
3.1 OVERVIEW 28
3.2 UP TO 50 KW 29
3.3 51-100 KW 29
3.4 101-300 KW 29
3.5 301-600 KW 29
3.6 601 KW & ABOVE 29
4 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY DRIVE TYPE 30
4.1 OVERVIEW 30
4.2 FRONT-WHEEL DRIVE 31
4.3 REAR-WHEEL DRIVE 31
4.4 ALL-WHEEL DRIVE 31
5 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE PROPULSION 32
5.1 OVERVIEW 32
5.2 BEVS 33
5.3 HEVS 33
5.4 PHEVS 33
5.5 FCEVS 33
6 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE CATEGORY 34
6.1 OVERVIEW 34
6.2 PASSENGER CARS 35
6.3 COMMERCIAL VEHICLES 35
7 COMPETITIVE LANDSCAPE 36
7.1 INTRODUCTION 36
7.2 MARKET SHARE ANALYSIS, E-AXLE, 2022-2023 37
7.3 MARKET SHARE ANALYSIS, ELECTRIC MOTOR, 2022-2023 37
7.4 MARKET SHARE ANALYSIS, INVERTER, 2022-2023 38
7.5 COMPETITOR DASHBOARD 38
7.5.1 PARTNERSHIP/COLLBORATION/BUSINESS EXPANSION 39
7.5.2 PRODUCT DEVELOPMENT/NEW PRODUCT 39
7.5.3 AGREEMENT/CONTRACT/ACQUISITION 40
LIST OF TABLES
TABLE 1 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY COMPONENT, 2019-2035 (USD MILLION) 24
TABLE 2 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY ELECTRIC MOTOR, 2019-2035 (USD MILLION) 25
TABLE 3 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY INVERTER, 2019-2035 (USD MILLION) 27
TABLE 4 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY POWER, 2019-2035 (USD MILLION) 28
TABLE 5 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY DRIVE TYPE, 2019-2035 (USD MILLION) 30
TABLE 6 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE PROPULSION, 2019-2035 (USD MILLION) 32
TABLE 7 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE CATEGORY, 2019-2035 (USD MILLION) 34
TABLE 8 PARTNERSHIP/COLLBORATION /BUSINESS EXPANSION 39
TABLE 9 PRODUCT DEVELOPMENT/NEW PRODUCT 39
TABLE 10 AGREEMENT/CONTRACT/ACQUISITION 40
LIST OF FIGURES
FIGURE 1 GLOBAL AUTOMOTIVE E-AXLE MARKET: MARKET GROWTH FACTOR ANALYSIS (2022-2032) 9
FIGURE 2 DRIVER IMPACT ANALYSIS (2022-2035) 12
FIGURE 3 RESTRAINT IMPACT ANALYSIS (2022-2035) 13
FIGURE 4 OPPORTUNITY IMPACT FORECAST 15
FIGURE 5 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY COMPONENT, 2022 % 24
FIGURE 6 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY COMPONENT, 2022 VS 2035 (USD MILLION) 25
FIGURE 7 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY POWER, 2022 % 28
FIGURE 8 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY POWER, 2022 VS 2035 (USD MILLION) 29
FIGURE 9 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY DRIVE TYPE, 2022 % 30
FIGURE 10 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY DRIVE TYPE, 2022 VS 2035 (USD MILLION) 31
FIGURE 11 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE PROPULSION, 2022 % 32
FIGURE 12 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE PROPULSION, 2022 VS 2035 (USD MILLION) 33
FIGURE 13 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE CATEGORY, 2022 % 34
FIGURE 14 GLOBAL AUTOMOTIVE E-AXLE MARKET, BY VEHICLE CATEGORY, 2022 VS 2035 (USD MILLION) 35
FIGURE 15 COMPETITIVE ANALSIS, 2022-2023 37
FIGURE 16 COMPETITIVE ANALSIS, 2022-2023 37
FIGURE 17 COMPETITIVE ANALSIS, 2022-2023 38
FIGURE 18 COMPETITOR DASHBOARD: AUTOMOTIVE E-AXLE 38