북미의 자동차 배기 후처리 시스템 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, North America automotive exhaust aftertreatment systems market size in 2026 is estimated at USD 7.98 billion, growing from 2025 value of USD 7.52 billion with 2031 projections showing USD 10.78 billion, growing at 6.18% CAGR over 2026-2031.

This report is Segmented by Product Type (Selective Catalytic Reduction, Diesel Particulate Filter, and More), Fuel Type (Gasoline and Diesel), Vehicle Type (Passenger Cars, LCV, HCV, and Buses and Coaches), End Use (OEM and Aftermarket) and Country. The Market Forecasts are Provided in Terms of Value (USD).

North America Automotive Exhaust Aftertreatment Systems Market Trends and Insights

Stringent EPA and CARB Tier-III / HD Phase-2 Emission Limits

The Federal Tier-III and California Air Resources Board (CARB) Omnibus rules have lowered the legal thresholds for NOx and particulate matter (PM), requiring every light- and heavy-duty platform to adopt SCR, DPF, and GPF hardware. Dual certification between federal and California programs has compressed launch schedules, prompting early adoption spikes for high-efficiency catalyst bricks. Suppliers are localizing wash-coat and substrate production to meet traceability requirements that accompany Greenhouse Gas (GHG) and Low-NOx certification. The regulatory clock is especially aggressive for heavy commercial engines because warranty and useful-life obligations now span longer mileage thresholds. Compliance activity also drives fleet-level telematics integration as operators track real-world emissions against lab-based certification benchmarks .

Upcoming U.S. Phase-3 GHG Rule for MY 2027+ Heavy Trucks

Phase 3 GHG standards tighten CO2 targets by roughly 18 g/ton-mile for Class 8 tractors, compelling the adoption of higher activity SCR catalysts, electrically heated DPF regeneration, and advanced thermal management strategies . Averaging, Banking, and Trading provisions create a compliance market in which retrofitted legacy trucks can generate surplus credits. As a result, fleets weigh the cost of next-generation aftertreatment against the potential upside from credit monetization. OEM powertrain roadmaps now juggle near-term diesel optimization with longer-term zero-emission offerings. Component suppliers anticipate a surge in demand for thermal barrier coatings, compact urea tanks, and electrically driven dosing pumps for MY 2027 platforms.

Declining Diesel LCV/PV Share in the United States

The diesel mix within light trucks and passenger vehicles has fallen below 3%, eroding a sizeable corner of the traditional aftertreatment installed base. Federal tax credits for battery-electric SUVs and state clean-truck rules incentivize fleets to retire diesel units early. OEM product planners have reduced diesel engine options for half-ton pickups, thereby shrinking future volumes for platinum-rich SCR bricks. Suppliers pivot toward gasoline GPF programs or charger-cooled exhaust systems for plug-in hybrids to backfill lost diesel demand. Tooling amortization for new diesel hardware now spans fewer units, putting pressure on margin outlooks.

Other drivers and restraints analyzed in the detailed report include:

1. OEM Shift Toward Integrated After-Treatment Modules
2. Accelerated Adoption of Gasoline Particulate Filters in GDI Cars
3. High Platinum-Group Metal Price Volatility

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

Segment Analysis

SCR systems generated the single-largest revenue block, accounting for 38.72% of the North American automotive exhaust aftertreatment systems market in 2025. Tight NOx targets sustain adoption across diesel heavy-duty engines, mid-size gasoline pickups, and long-haul tractors. OEM calibration files increasingly depend on dual-dosing configurations that inject urea upstream and mid-stream to widen conversion efficiency at low temperatures. DPF volume expansion, forecasted at a 7.05% CAGR, primarily arises from mandated retrofits in refuse trucks, port drayage fleets, and municipal buses. Higher ash-capacity filter substrates, optimized regeneration algorithms, and corrosion-resistant metallic canning materials reinforce total cost-of-ownership economics. The integrated module trend blurs the boundaries between DOC and DPF layers, allowing suppliers to deliver tuned monolith stacks that shorten exhaust routing and shave 12-18 pounds of mass per vehicle. Through 2031, SCR remains the technological anchor for OEM compliance, but retrofit-driven DPF demand brings countercycle resilience, underpinning stable growth for the North America automotive exhaust aftertreatment systems market.

Second-tier products, such as EGR coolers and lean NOx traps, still serve legacy light-duty applications but now primarily act as assist technologies that smooth transient NOx spikes. Manufacturers refine catalyzed soot filters using engineering ceramics that can tolerate higher peak exotherms, thereby lowering regeneration fuel penalties. DOC maintains relevance as the first monolith in the can, igniting hydrocarbons to boost exhaust temperatures for passive DPF regeneration. Yet its standalone share erodes as combined catalyst coatings migrate onto the DPF brick, densifying functionality inside a unified volume. Suppliers that invest in wash-coat layering techniques claim measurable gains in light-off speed, enabling OEMs to hit step-function emission cuts locked into future rulemakings.

Diesel powertrains provided 66.92% of 2025 revenue for the North America automotive exhaust aftertreatment systems market, thanks to entrenched adoption in Class 4 to Class 8 trucks, vocational equipment, and off-road machinery. Current-generation diesel engines pair high-efficiency SCR cells with coated DPF substrates that harness advanced silicon-carbide channel designs, lowering pressure drop while preserving filtration efficiency. Upgraded turbocharger geometries sustain combustion temperatures conducive to low soot rates, further extending DPF service intervals. Conversely, gasoline aftertreatment units, spanning three-way catalysts (TWC) and GPF combinations, are on track for a robust 6.78% CAGR, powered by record GDI share in pickup, SUV, and crossover segments. OEMs overlay tight light-off targets with periodic active regeneration to protect filter porosity, a balancing act aided by precise injection mapping that limits fuel-borne soot precursors.

Hybrid powertrains, though small in unit share, carry elevated PGM loadings because frequent engine start-stop events demand rapid catalyst light-off. This subset preserves high value per vehicle for catalyst suppliers, partially offsetting diesel contraction in certain light-duty niches. Suppliers fine-tune high-porosity wash-coats and zero-gap brick matting to slash heat loss during coast-down phases, preserving efficiency through repeated thermal cycling. Looking ahead, escalating octane requirements for downsized turbocharged gasoline engines will tighten exhaust thermal budgets, reinforcing momentum behind advanced TWC-plus-GPF stacks across the regional fleet.

Complete Report Scope:

• By Product Type
  • Selective Catalytic Reduction (SCR)
  • Diesel Particulate Filter (DPF)
  • Diesel Oxidation Catalyst (DOC)
  • Exhaust Gas Recirculation (EGR)
• By Fuel Type
  • Diesel
  • Gasoline
• By Vehicle Type
  • Passenger Cars
  • Light Commercial Vehicles
  • Heavy Commercial Vehicles
  • Buses & Coaches
• By End Use
  • OEM (Original Equipment Manufacturer)
  • Aftermarket
• By Country
  • United States
  • Canada
  • Rest of North America

List of Companies Covered in this Report:

1. Tenneco Inc.
2. Cummins Inc.
3. Faurecia (FORVIA)
4. BorgWarner (Delphi Technologies)
5. Robert Bosch GmbH (Bosch Mobility Solutions)
6. Johnson Matthey
7. Eberspacher Group
8. Donaldson Company, Inc.
9. NGK Insulators
10. DENSO Corporation
11. Hanon Systems
12. Marelli Holdings Co., Ltd
13. Dinex Emission Inc.
14. Topsoe
15. Corning Incorporated

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 Stringent EPA and CARB Tier-III / HD Phase-2 Emission Limits
  • 4.2.2 OEM Shift Toward Integrated After-Treatment Modules
  • 4.2.3 Upcoming US Phase-3 GHG Rule for MY 2027+ Heavy Trucks
  • 4.2.4 Accelerated Adoption of Gasoline Particulate Filters in GDI Cars
  • 4.2.5 Emerging Nitrogen-Free Reductants for SCR
  • 4.2.6 Fleet-Level CO2 Credit Trading Driving Retrofit Demand
• 4.3 Market Restraints
  • 4.3.1 Declining Diesel LCV/PV Share in the United States
  • 4.3.2 High Platinum-Group Metal Price Volatility
  • 4.3.3 Increased OEM Focus on BEVs for Class 2b and below
  • 4.3.4 U.S.-Mexico Supply-Chain Disruptions for Substrates
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size and Growth Forecasts

• 5.1 By Product Type
  • 5.1.1 Selective Catalytic Reduction (SCR)
  • 5.1.2 Diesel Particulate Filter (DPF)
  • 5.1.3 Diesel Oxidation Catalyst (DOC)
  • 5.1.4 Exhaust Gas Recirculation (EGR)
• 5.2 By Fuel Type
  • 5.2.1 Diesel
  • 5.2.2 Gasoline
• 5.3 By Vehicle Type
  • 5.3.1 Passenger Cars
  • 5.3.2 Light Commercial Vehicles
  • 5.3.3 Heavy Commercial Vehicles
  • 5.3.4 Buses & Coaches
• 5.4 By End Use
  • 5.4.1 OEM (Original Equipment Manufacturer)
  • 5.4.2 Aftermarket
• 5.5 By Country
  • 5.5.1 United States
  • 5.5.2 Canada
  • 5.5.3 Rest of North America

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 & Services, and Recent Developments)
  • 6.4.1 Tenneco Inc.
  • 6.4.2 Cummins Inc.
  • 6.4.3 Faurecia (FORVIA)
  • 6.4.4 BorgWarner (Delphi Technologies)
  • 6.4.5 Robert Bosch GmbH (Bosch Mobility Solutions)
  • 6.4.6 Johnson Matthey
  • 6.4.7 Eberspacher Group
  • 6.4.8 Donaldson Company, Inc.
  • 6.4.9 NGK Insulators
  • 6.4.10 DENSO Corporation
  • 6.4.11 Hanon Systems
  • 6.4.12 Marelli Holdings Co., Ltd
  • 6.4.13 Dinex Emission Inc.
  • 6.4.14 Topsoe
  • 6.4.15 Corning Incorporated

7 Market Opportunities & Future Outlook