전기 추진 시스템 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the electric propulsion systems market size is expected to grow from USD 8.74 billion in 2025 to USD 9.77 billion in 2026 and is forecast to reach USD 17.01 billion by 2031, at a 11.73% CAGR over 2026-2031.

This report is Segmented by Type (Hybrid and Full-Electric), Application (Airborne, Terrestrial, Marine, and Space), End-User (Government and Defense, Commercial Operators, and OEM/System Integrators) and Geography (North America, Europe, Asia-Pacific, South America, and the Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Electric Propulsion Systems Market Trends and Insights

Fleet-Level Decarbonization Mandates (IMO CII, ICAO LTAG)

The IMO's revised Carbon Intensity Indicator requires annual efficiency gains to rise from 13.625% in 2027 to 21.500% by 2030, forcing operators to accelerate electric and hybrid retrofits to avoid D- and E-rated vessels, which face port restrictions and insurance penalties. ICAO's Long-Term Aspirational Goals likewise embed electricity and hydrogen into aviation's 2050 net-zero pathway. Carbon-price exposure under the EU Emissions Trading System and prospective ICAO fuel-levy schemes is redirecting capex toward electric propulsion, raising order volumes well above replacement rates for legacy powertrains.

Rapid Miniaturization of Hall-Effect Thrusters for New-Space Constellations

Sub-100 W Hall-effect thrusters now enable 3U CubeSats to perform orbit raising and station-keeping, enabling high-density constellations for broadband and Earth observation. Busek's BIT-3 RF ion thruster produces 1.5 mN within a 3U footprint and removes high-pressure xenon tanks. Exotrail's exoMG(TM) line scales to 1,500 W, providing operators with propellant flexibility as xenon prices rose by more than 40% during 2020-2023. Lower unit costs, now under USD 50,000, maintain constellation economics despite a rising launch cadence.

Grid-Scale Battery Supply Crunch

Automotive manufacturers secure the majority of lithium-ion cell output, forcing aerospace integrators to queue for limited high-voltage packs that must exceed 400 Wh/kg and pass stringent RTCA DO-311A abuse tests. Cell suppliers are reluctant to retool for low-volume aviation formats without USD 100 million-plus gigafactory upgrades, which can extend lead times to three years or more. Solid-state pioneers QuantumScape and Factorial Energy have signed development MoUs with airframers. Yet, their commercial lines remain at pilot scale, keeping eVTOL and short-haul hybrids on a 2027-2028 service horizon. The bottleneck also inflates qualification costs, as every chemistry change triggers fresh thermal-runaway and electromagnetic-compatibility testing cycles. Until parallel aerospace-grade production ramps up, propulsion programs will prioritize certification milestones based on battery availability rather than aerodynamic readiness.

Other drivers and restraints analyzed in the detailed report include:

1. Naval IFEP Retrofits Unlocking Lifetime OPEX Savings Which are Greater Than 15 %
2. Megawatt-Class Hybrid-Electric Demonstrators Entering Flight Tests
3. Xenon Price Volatility Threatens Satellite Propulsion Economics

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Hybrid systems held 55.34% value share in 2025, reflecting operator preference for gas-turbine or diesel generators coupled with batteries and electric motors to balance range, payload, and zero-emission capability. NASA's Electrified Powertrain Flight Demonstrator exemplifies the concept with a megawatt-class configuration, targeting 30% fuel savings on single-aisle aircraft. Marine operators echo the pattern: Ponant's Le Commandant Charcot uses batteries for silent polar maneuvering and LNG engines for transits, illustrating how hybrids meet both endurance and emissions goals.

Full-electric adoption, although smaller, is growing at a 12.65% CAGR, thanks to urban air mobility, short-sea ferries, and space platforms where mission profiles align with battery density or where infrastructure provides continuous power. Siemens' Mireo Plus B regional train recharges at station stops, while mining firms deploy battery haul trucks to cut underground ventilation costs. In orbit, Hall-effect and ion thrusters remain inherently electric, and miniaturization now allows 3U CubeSats to perform maneuvers once reserved for larger buses. The electric propulsion systems market size for full-electric solutions is expected to accelerate as battery costs decline and zero-emission regulations become more stringent.

Complete Report Scope:

• By Propulsion Type
  • Hybrid
  • Full-Electric
• By Platform
  • Airborne (e-Aircraft and eVTOL)
  • Terrestrial (Rail, Commercial EV, Mining)
  • Marine (Commercial, Naval, Cruise)
  • Space (Satellites, Deep-Space, In-Orbit Services)
• By End-User
  • Government and Defense
  • Commercial Operators
  • OEM/System Integrators
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • United Kingdom
    • France
    • Germany
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Rest of South America
  • Middle East and Africa
    • Middle East
      • Saudi Arabia
      • United Arab Emirates
      • Rest of Middle East
    • Africa
      • South Africa
      • Rest of Africa

Geography Analysis

North America held 39.27% of the 2025 value, underpinned by FAA certification pipelines and US Navy IFEP roadmaps. Battery shortages and delays in eVTOL EMI compliance, though, restrain near-term deliveries. Canada's Coast Guard icebreakers choose Azipod drives that reduce polar fuel use by up to 15%. Mexico's rail projects and new battery plants diversify regional demand.

Asia-Pacific is forecasted to expand at a 12.38% CAGR through 2031. China operates the world's largest electrified rail network, India targets 100% broad-gauge electrification by 2030, and Japan advances marine electric-propulsion R&D. South Korean yards invest in LNG-carrier electrification but face workforce gaps as engineers migrate to the semiconductor industry.

Europe combines Green Deal incentives, Arctic shipping growth, and ferry electrification. Norway's battery ferries slash per-voyage fuel costs, while France's PA-NG carrier and Airbus's CityAirbus NextGen showcase cross-segment electrification. South America, and the Middle East and Africa regions remain smaller but are gaining traction in mining and offshore support, where diesel volatility tilts economics toward electric.

1. General Electric Company
2. Safran SA
3. Airbus SE
4. The Boeing Company
5. Northrop Grumman Corporation
6. Thales Alenia Space
7. Busek Co. Inc.
8. Sitael S.p.A.
9. Collins Aerospace (RTX Corporation)
10. Daihatsu Diesel Mfg. Co., Ltd.
11. Efficient Drivetrains Inc. (Cummins Inc.)
12. ENPULSION GmbH
13. Rafael Advanced Defense Systems Ltd.
14. Exotrail
15. Honeywell International Inc.
16. magniX USA Inc
17. Rolls-Royce plc

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Fleet-level decarbonization mandates
  • 4.2.2 Rapid miniaturization of Hall-effect thrusters for New-Space small-sat constellations
  • 4.2.3 Naval IFEP retrofits unlocking lifetime OPEX savings greater than 15%
  • 4.2.4 Megawatt-class hybrid-electric demonstrators entering commercial flight tests
  • 4.2.5 Arctic shipping corridors favouring ice-class podded electric drives
  • 4.2.6 On-orbit servicing demand driving sub-kW EP thrusters
• 4.3 Market Restraints
  • 4.3.1 Grid-scale battery supply crunch delaying high-voltage aviation packs
  • 4.3.2 Xenon and krypton price spikes raising satellite EP BOM by greater than 12%
  • 4.3.3 Electromagnetic interference (EMI) certification gaps for eVTOL propulsion in urban airspace
  • 4.3.4 Shipyard skill shortages for full-electric retrofit projects
• 4.4 Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Propulsion Type
  • 5.1.1 Hybrid
  • 5.1.2 Full-Electric
• 5.2 By Platform
  • 5.2.1 Airborne (e-Aircraft and eVTOL)
  • 5.2.2 Terrestrial (Rail, Commercial EV, Mining)
  • 5.2.3 Marine (Commercial, Naval, Cruise)
  • 5.2.4 Space (Satellites, Deep-Space, In-Orbit Services)
• 5.3 By End-User
  • 5.3.1 Government and Defense
  • 5.3.2 Commercial Operators
  • 5.3.3 OEM/System Integrators
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 United Kingdom
    • 5.4.2.2 France
    • 5.4.2.3 Germany
    • 5.4.2.4 Italy
    • 5.4.2.5 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 India
    • 5.4.3.3 Japan
    • 5.4.3.4 South Korea
    • 5.4.3.5 Rest of Asia-Pacific
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Rest of South America
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Middle East
      • 5.4.5.1.1 Saudi Arabia
      • 5.4.5.1.2 United Arab Emirates
      • 5.4.5.1.3 Rest of Middle East
    • 5.4.5.2 Africa
      • 5.4.5.2.1 South Africa
      • 5.4.5.2.2 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 General Electric Company
  • 6.4.2 Safran SA
  • 6.4.3 Airbus SE
  • 6.4.4 The Boeing Company
  • 6.4.5 Northrop Grumman Corporation
  • 6.4.6 Thales Alenia Space
  • 6.4.7 Busek Co. Inc.
  • 6.4.8 Sitael S.p.A.
  • 6.4.9 Collins Aerospace (RTX Corporation)
  • 6.4.10 Daihatsu Diesel Mfg. Co., Ltd.
  • 6.4.11 Efficient Drivetrains Inc. (Cummins Inc.)
  • 6.4.12 ENPULSION GmbH
  • 6.4.13 Rafael Advanced Defense Systems Ltd.
  • 6.4.14 Exotrail
  • 6.4.15 Honeywell International Inc.
  • 6.4.16 magniX USA Inc
  • 6.4.17 Rolls-Royce plc

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment