세계의 전기차(EV) 변속기 시장 : 변속기 유형별, 변속 시스템별, 차량 유형별, 유통 채널별, 지역별 - 시장 규모, 산업 역학, 기회 분석 및 예측(2025-2033년)

The global electric vehicle transmission market is undergoing an era of unprecedented transformation and rapid expansion. Valued at approximately US$ 12.51 billion in 2024, the market is poised for extraordinary growth, with projections estimating its size will reach around US$ 77.14 billion by 2033. This growth corresponds to a robust compound annual growth rate (CAGR) of 22.4% over the forecast period from 2025 to 2033, highlighting the accelerating shift toward electric mobility worldwide.

As the automotive industry and consumers alike embrace sustainable transportation solutions, the electric vehicle transmission has evolved far beyond its traditional role in internal combustion engine vehicles. No longer simply a mechanism for managing gear ratios, the transmission in electric vehicles has been fundamentally reimagined to meet the unique demands of electric powertrains. It now serves as a critical linchpin that directly influences vehicle efficiency, driving performance, range, and the overall user experience.

Noteworthy Market Developments

The competitive landscape of the electric vehicle transmission market is marked by intense strategic activity as key players vie for leadership in this rapidly evolving sector. The market is primarily dominated by several major Tier-1 automotive suppliers, who have established themselves as frontrunners through continuous innovation and extensive expertise in drivetrain technologies. At the same time, some automakers are investing in the development of in-house transmission systems, seeking greater control over their electric vehicle architectures and the ability to tailor technologies specifically to their product lines. Among the prominent companies shaping the market are industry giants, such as BorgWarner, ZF Friedrichshafen, and Aisin, each leveraging their technological prowess to capture significant market share.

A notable example of innovation and strategic commitment in this space was Ford Motor's announcement in August 2025, which marked a significant milestone in the company's approach to electric vehicle engineering and production. Ford unveiled its Universal EV Platform and the accompanying Ford Universal EV Production System, initiatives designed to streamline the manufacturing process, reduce costs, and make high-quality, affordable electric vehicles accessible to millions of consumers worldwide. This move underscores the growing importance of integrated platforms and scalable production systems in meeting the surging demand for electric vehicles.

Core Growth Drivers

The global demand for electric vehicle transmissions is being profoundly influenced by a relentless pursuit of higher power output and peak performance capabilities. Automakers around the world are engaged in intense competition to produce vehicles that excel in acceleration, towing capacity, and overall driving dynamics. This fierce rivalry is driving transmission suppliers to develop drivetrains that boast unprecedented levels of power density, pushing the boundaries of current engineering and technology. As performance expectations rise, the need for transmissions that can efficiently handle greater power loads without compromising reliability or efficiency becomes critical.

Emerging Opportunity Trends

A prominent trend shaping the electric vehicle transmission market is the rapid consolidation of individual components into highly integrated e-axles and drive modules. Instead of merely supplying standalone transmissions, many suppliers are evolving their offerings to provide complete, all-in-one systems that combine multiple critical elements of the drivetrain. An illustrative example of this shift is Dana's 4-in-1 e-Beam, a sophisticated solution that integrates the motor, inverter, thermal management system, and axle into a single compact unit. This level of integration represents a significant advancement in drivetrain technology, reflecting the industry's movement toward streamlined and efficient design.

Barriers to Optimization

The growth of the electric vehicle transmission market faces potential challenges due to the high development and manufacturing costs associated with advanced transmission systems. Designing and producing these sophisticated components requires significant investment in research, engineering, and specialized materials, which can drive up overall expenses for manufacturers. The complexity of integrating cutting-edge technologies that enhance performance, efficiency, and durability also adds to the financial burden, making it more difficult for some companies to scale production or offer competitively priced products.

Detailed Market Segmentation

By Transmission, the single-speed transmission segment unmistakably dominates the electric vehicle transmission market, commanding an impressive revenue share that exceeds 80.1%. This overwhelming dominance is fundamentally tied to the inherent characteristics of electric motors, which differ significantly from traditional internal combustion engines. Electric motors are capable of producing instant torque from a standstill and maintain high levels of efficiency across an exceptionally wide range of revolutions per minute (RPM). These features eliminate the need for complex multi-speed gearboxes, making single-speed transmissions the optimal choice for electric vehicles.

By Transmission System, automatic transmission (AT) systems hold a dominant position in the electric vehicle transmission market, commanding a significant share of 58.2%. This leadership is largely attributable to the prevalent use of single-speed gearboxes in electric vehicles, which, despite their relative simplicity compared to traditional multi-speed transmissions, effectively operate as a form of automatic transmission. Unlike conventional vehicles that often rely on complex multi-speed gearboxes to optimize engine performance across various driving conditions, electric vehicles benefit from the consistent torque and power delivery characteristics of electric motors, allowing them to utilize simpler transmission designs without sacrificing performance.

By Vehicle Type, Battery Electric Vehicles (BEVs) have emerged as the primary consumers in the electric vehicle transmission market, commanding a commanding market share exceeding 54.2%. This dominant position is closely tied to the fundamental nature of BEVs, which rely exclusively on electric propulsion systems for their operation. Unlike hybrid vehicles, which combine internal combustion engines with electric motors, or conventional vehicles powered solely by fossil fuels, BEVs depend entirely on their electric powertrains to deliver motion. This unique reliance places significant importance on the transmission system, which must be highly efficient to ensure optimal power delivery and overall vehicle performance.

By Vehicle Design, electric cars have solidified their position as the undisputed leaders in the electric vehicle transmission market, commanding an impressive market share that exceeds 63.7%. This dominant presence reflects wider global automotive trends, where passenger vehicles such as sedans, hatchbacks, and SUVs make up the largest segment by volume. The popularity of electric cars is driven by increasing consumer demand for environmentally friendly transportation, advancements in battery technology, and supportive government policies promoting cleaner mobility solutions.

Segment Breakdown

By Transmission Type

• Single Speed
• Multi Speed
• 2 Speed EV Transmission
• 3 Speed EV Transmission
• 4 Speed EV Transmission

By Transmission System

• AMT Transmissions
• AT Transmission
• CVT Transmissions
• DCT/DHT Transmissions

By Vehicle Type (Power)

• Battery EV
• Plug-In EV
• Hybrid EV

By Vehicle Type (Design/Model)

• Cars
• Buses
• Trucks
• Other

By Distribution Channel

• Online
• Offline
• OEMs
• Aftermarket

By Region

• North America
• The U.S.
• Canada
• Mexico
• Europe
• Western Europe
• U.K.
• Germany
• France
• Spain
• Italy
• Rest of Western Europe
• Eastern Europe
• Poland
• Russia
• Rest of Eastern Europe
• Asia Pacific
• China
• India
• Japan
• Australia & New Zealand
• ASEAN
• Rest of Asia Pacific
• Middle East & Africa (MEA)
• UAE
• Saudi Arabia
• South Africa
• Rest of MEA
• South America
• Argentina
• Brazil
• Rest of South America

Geography Breakdown

• The Asia-Pacific region, with China at the forefront, is firmly establishing itself as the dominant global hub for the electric vehicle (EV) transmission market. This leadership is marked by large-scale production expansions and the deep integration of cutting-edge technologies within manufacturing processes. The rapid industrial growth in this region reflects the increasing demand for electric mobility solutions, driven by supportive government policies, growing consumer adoption, and the presence of major automotive original equipment manufacturers (OEMs).
• In 2025, ZF will begin operations at its third e-mobility plant in Shenyang, China. This state-of-the-art facility is specifically designed to produce electric axle drives capable of delivering power outputs ranging from 100kW to 300kW. The establishment of this plant underscores ZF's strategic commitment to expanding its footprint in the Chinese EV market and meeting the increasing demand for high-performance electric drivetrains. Similarly, BorgWarner is set to open a new manufacturing base in Wuhu early in 2025, dedicated to producing electric drive systems. This expansion is further reinforced by BorgWarner's recent success in securing four new eMotor contracts with three leading Chinese OEMs, with production scheduled to ramp up through 2025 and 2026.

Leading Market Participants

• Aisin Seiki Co., Ltd.
• Allison Transmission Inc.
• AVL List GmbH
• BorgWarner Inc.
• Continental AG
• Dana Limited
• Denso Corporation
• EATON Corporation
• GKN Plc
• Hewland Engineering Ltd.
• Hitachi Automotive Systems Ltd
• JATCO Ltd.
• Magna International
• Mando Corporation
• Porsche AG
• Robert Bosch GmbH
• Schaeffler Technologies AG & Co. KG
• Xtrac Ltd
• ZF Friedrichshafen AG
• Other Prominent Players

Table of Content

Chapter 1. Research Framework

• 1.1 Research Objective
• 1.2 Product Overview
• 1.3 Market Segmentation

Chapter 2. Research Methodology

• 2.1 Qualitative Research
  • 2.1.1 Primary & Secondary Sources
• 2.2 Quantitative Research
  • 2.2.1 Primary & Secondary Sources
• 2.3 Breakdown of Primary Research Respondents, By Region
• 2.4 Assumption for the Study
• 2.5 Market Size Estimation
• 2.6. Data Triangulation

Chapter 3. Executive Summary: Global Electric Vehicle (EV) Transmission Market

Chapter 4. Global Electric Vehicle (EV) Transmission Market Overview

• 4.1. Industry Value Chain Analysis
  • 4.1.1. Material Provider
  • 4.1.2. Manufacturer
  • 4.1.3. Distributor
  • 4.1.4. End users
• 4.2. Industry Outlook
  • 4.2.1. EV Market Share by Top Players
  • 4.2.2. Japan EV Market
    • 4.2.2.1. Market Outlook - Fleet Volume Forecast (Mn Units)
    • 4.2.2.2. Market Share
  • 4.2.3. EV Transmission Case Study
• 4.3. PESTLE Analysis
• 4.4. Porter's Five Forces Analysis
  • 4.4.1. Bargaining Power of Suppliers
  • 4.4.2. Bargaining Power of Buyers
  • 4.4.3. Threat of Substitutes
  • 4.4.4. Threat of New Entrants
  • 4.4.5. Degree of Competition
• 4.5. Market Dynamics and Trends
  • 4.5.1. Growth Drivers
  • 4.5.2. Restraints
  • 4.5.3. Challenges
  • 4.5.4. Key Trends
• 4.6. Covid-19 Impact Assessment on Market Growth Trend
• 4.7. Market Growth and Outlook
  • 4.7.1. Market Revenue Estimates and Forecast (US$ Bn), 2020 - 2033
  • 4.7.2. Market Volume Estimates and Forecast ('000 Units), 2020 - 2033
  • 4.7.3. Price Trend Analysis
• 4.8. Competition Dashboard
  • 4.8.1. Market Concentration Rate
  • 4.8.2. Company Market Share Analysis (Value %), 2024
  • 4.8.3. Competitor Mapping

Chapter 5. Global Electric Vehicle (EV) Transmission Market Analysis, By Transmission

• 5.1. Key Insights
• 5.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 5.2.1. Single Speed
  • 5.2.2. Multi Speed
    • 5.2.2.1. 2 Speed EV Transmission
    • 5.2.2.2. 3 Speed EV Transmission
    • 5.2.2.3. 4 Speed EV Transmission

Chapter 6. Global Electric Vehicle (EV) Transmission Market Analysis, By Transmission System

• 6.1. Key Insights
• 6.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 6.2.1. AMT Transmissions
  • 6.2.2. AT Transmission
  • 6.2.4. DCT/DHT Transmissions
  • 6.2.3. CVT Transmissions

Chapter 7. Global Electric Vehicle (EV) Transmission Market Analysis, By Vehicle Type (Power)

• 7.1. Key Insights
• 7.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 7.2.1. Battery EV
  • 7.2.2. Plug-In EV
  • 7.2.3. Hybrid EV

Chapter 8. Global Electric Vehicle (EV) Transmission Market Analysis, By Vehicle Type (Design/Model)

• 8.1. Key Insights
• 8.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 8.2.1. Cars
  • 8.2.2. Buses
  • 8.2.3. Trucks
  • 8.2.4. Other

Chapter 9. Global Electric Vehicle (EV) Transmission Market Analysis, By Distribution Channel

• 9.1. Key Insights
• 9.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 9.2.1. Online
  • 9.2.2. Offline
    • 9.2.2.1. OEMs
    • 9.2.2.2. Aftermarket

Chapter 10. Global Electric Vehicle (EV) Transmission Market Analysis, By Region

• 10.1. Key Insights
• 10.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 10.2.1. North America
    • 10.2.1.1. The U.S.
    • 10.2.1.2. Canada
    • 10.2.1.3. Mexico
  • 10.2.2. Europe
    • 10.2.2.1. The UK
    • 10.2.2.2. Germany
    • 10.2.2.3. France
    • 10.2.2.4. Spain
    • 10.2.2.5. Russia
    • 10.2.2.6. Rest of Europe
  • 10.2.3. Asia Pacific
    • 10.2.3.1. China
    • 10.2.3.2. India
    • 10.2.3.3. Japan
    • 10.2.3.4. Australia & New Zealand
    • 10.2.3.5. South Korea
    • 10.2.3.6. ASEAN
    • 10.2.3.7. Rest of Asia Pacific
  • 10.2.4. Middle East & Africa (MEA)
    • 10.2.4.1. UAE
    • 10.2.4.2. Saudi Arabia
    • 10.2.4.3. Rest of MEA
  • 10.2.5. South America
    • 10.2.5.1. Argentina
    • 10.2.5.2. Brazil
    • 10.2.5.3. Rest of South America

Chapter 11. North America Electric Vehicle (EV) Transmission Market Analysis

• 11.1. Key Insights
• 11.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 11.2.1. By Transmission Type
  • 11.2.2. By Transmission System
  • 11.2.3. By Vehicle Type
  • 11.2.4. By Distribution Channel
  • 11.2.5. By Country

Chapter 12. Europe Electric Vehicle (EV) Transmission Market Analysis

• 12.1. Key Insights
• 12.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 12.2.1. By Transmission Type
  • 12.2.2. By Transmission System
  • 12.2.3. By Vehicle Type
  • 12.2.4. By Distribution Channel
  • 12.2.5. By Country

Chapter 13. Asia Pacific Electric Vehicle (EV) Transmission Market Analysis

• 13.1. Key Insights
• 13.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 13.2.1. By Transmission Type
  • 13.2.2. By Transmission System
  • 13.2.3. By Vehicle Type
  • 13.2.4. By Distribution Channel
  • 13.2.5. By Country

Chapter 14. Middle East & Africa Electric Vehicle (EV) Transmission Market Analysis

• 14.1. Key Insights
• 14.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 14.2.1. By Transmission Type
  • 14.2.2. By Transmission System
  • 14.2.3. By Vehicle Type
  • 14.2.4. By Distribution Channel
  • 14.2.5. By Country

Chapter 15. South America Electric Vehicle (EV) Transmission Market Analysis

• 15.1. Key Insights
• 15.2. Market Size and Forecast, 2020-2033 (US$ Bn & '000 Units)
  • 15.2.1. By Transmission Type
  • 15.2.2. By Transmission System
  • 15.2.3. By Vehicle Type
  • 15.2.4. By Distribution Channel
  • 15.2.5. By Country

Chapter 16. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

• 16.1. Aisin Seiki Co., Ltd.
• 16.2. Allison Transmission Inc.
• 16.3. AVL List GmbH
• 16.4. BorgWarner Inc.
• 16.5. Continental AG
• 16.6. Dana Limited
• 16.7. Denso Corporation
• 16.8. EATON Corporation
• 16.9. GKN Plc
• 16.10. Hewland Engineering Ltd.
• 16.11. Hitachi Automotive Systems Ltd
• 16.12. JATCO Ltd.
• 16.13. Magna International
• 16.14. Mando Corporation
• 16.15. Porsche AG
• 16.16. Robert Bosch GmbH
• 16.17. Schaeffler Technologies AG & Co. KG
• 16.18. Xtrac Ltd
• 16.19. ZF Friedrichshafen AG
• 16.20. Other Prominent Players