미국의 전기차 모터 라미네이션 시장 : 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

According to Mordor Intelligence, the United States electric vehicle motor lamination market size was valued at USD 7.23 billion in 2025 and is estimated to grow from USD 7.77 billion in 2026 to reach USD 11.12 billion by 2031, at a CAGR of 7.44% during the forecast period 2026 to 2031.

This report is Segmented by Laminates Type (Electrical Steel Laminates, Silicon Steel Laminates, and More), Motor Type (Permanent Magnet Synchronous Motors (PMSM), Induction Motors, and More), Vehicle Type (Passenger Vehicles, Commercial Vehicles, and More), and Application (Stator Laminations and Rotor Laminations). The Market Forecasts are Provided in Terms of Value (USD).

United States Electric Vehicle Motor Lamination Market Trends and Insights

IRA-Fueled Domestic EV Production Boom

The United States electric vehicle motor lamination market is closely tied to the domestic EV production base that the IRA helped expand through manufacturing credits and plant investment decisions. Ongoing IRA provisions are expected to drive significant growth in EV sales in the United States by 2030. This surge sets the stage for a substantially larger installed base, fueling future motor demand. That scale matters for laminations because each additional drivetrain raises demand for precision steel stacks, coatings, and joining processes at the motor core level. The September 2025 end of the federal consumer EV credit has moderated some pure battery-electric momentum. However, it has not eliminated demand for motor laminations because hybrid systems still use substantial electric-drive content. The United States electric vehicle motor lamination market, therefore, keeps a durable volume base even when the vehicle mix shifts between full battery electric and hybrid platforms.

DOE Efficiency Targets Mandating Ultra-Thin Laminations

The United States electric vehicle motor lamination market is also being shaped by stricter motor efficiency standards that are forcing redesign across the supply chain. The DOE's October 2023 rule set June 1, 2027, compliance for super-premium efficiency standards in 100 to 250 hp motors, and the January 2025 rule extended coverage to smaller motors from January 1, 2029 . Reaching IE4 efficiency levels requires lower core loss, thinner laminations, and more precise punching quality, which directly increases processing demands on the steel grades used in EV motors. The DOE also noted that these efficiency shifts require thinner laminations and meaningful capital spending by manufacturers, which means the response is structural rather than temporary. The same review indicated that a notable share of ESEM shipments would need redesign, so the lamination stamping base faces a wide product refresh cycle even outside direct EV adoption. The United States electric vehicle motor lamination market gains a steady floor in demand from this redesign cycle because suppliers must qualify lower-loss stacks and upgraded material grades before the new compliance dates arrive.

Electrical-Steel Price Volatility

The United States electric vehicle motor lamination market remains exposed to swings in electrical steel prices, even though trade actions limit some import pressure. According to the American Iron and Steel Institute, China's steel exports are expected to increase significantly in the coming years, further distorting global reference pricing. The USITC decision published in 2026 kept countervailing and anti-dumping orders on NOES from several exporting countries, which supports domestic pricing discipline but does not remove raw material volatility. For lamination stampers, cost pass-through is often slower than input price changes because supply agreements with OEMs are negotiated over multiple years. That creates margin pressure during price spikes, especially when customers are unwilling to reopen terms mid-contract. The United States electric vehicle motor lamination market, therefore, faces a recurring profitability constraint even when end demand remains healthy.

Other drivers and restraints analyzed in the detailed report include:

1. Automaker Vertical Integration of E-Motors
2. Domestic NOES Capacity Expansions (InduX, Cleveland-Cliffs)
3. Supply-Chain Concentration and Capacity Bottlenecks

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

Segment Analysis

Electrical steel laminates held 79.12% of the United States electric vehicle motor lamination market share in 2025, which confirmed their central role in mainstream EV motor programs. This leadership comes from their balance of cost, magnetic performance, and manufacturing familiarity across high-volume traction motor designs. The United States electric vehicle motor lamination market still depends heavily on electrical steel because most OEM platforms need reliable, large-scale stamping and predictable qualification cycles more than they need maximum power density. Cleveland-Cliffs' MOTOR-MAX product line supports this position because it is tailored for high-frequency automotive traction applications. The material also benefits from broad acceptance across suppliers that already know how to process, coat, and stack it at automotive volumes.

Other laminate types, mainly nickel-iron and cobalt-iron alloys, are projected to grow at a 13.55% CAGR through 2031, making them the fastest-moving material class in this segment. Carpenter Electrification states that Hiperco 50 alloys can deliver 30% higher power density, 25% more torque, and motor operation that is 10°C to 20°C cooler than conventional silicon steels. That profile makes advanced alloys more relevant in premium EVs and other applications where compact motor packaging matters more than raw material cost. Silicon steel still occupies the middle ground because newer grades such as Waelzholz NO 30-15 are extending performance without moving to much higher-cost alloys. Feintool's glulock process, which enables stack thicknesses down to 0.1 mm and claims up to 15% greater motor efficiency, also helps electrical and silicon steel remain competitive for longer.

Permanent Magnet Synchronous Motors (PMSM) accounted for 68.22% of the United States electric vehicle motor lamination market in 2025, reflecting their strong position in current EV powertrains. Research indicates that PMSM efficiency and power density have consistently remained high, which explains why OEMs continue to favor the architecture in passenger EVs. The United States electric vehicle motor lamination market also benefits from this mix because PMSM designs place a premium on thinner and lower-loss laminations as operating frequencies rise. BMW's sixth-generation eDrive and Lucid's in-house drive units show how high-efficiency motor programs are pushing material and punching tolerances upward. Suppliers that can consistently meet those tolerances are better positioned to secure long-cycle OEM awards.

Switch Reluctance Motors (SRMs) are forecast to grow at a 12.27% CAGR through 2031, making them the fastest-growing motor type in the market. Its rise is tied to a stronger interest in rare-earth-free or reduced-rare-earth designs that shift performance emphasis toward rotor geometry and steel processing. Astemo announced a magnet-assisted synchronous reluctance motor with 180 kW output and only a 30% increase in size compared with conventional PMSM designs, indicating the trade-off is narrowing. BLDC motors continue to play a role in smaller premium and auxiliary applications, while induction motors remain relevant where durability and established sourcing are valued over maximum efficiency. The United States electric vehicle motor lamination market is therefore shifting toward a broader set of stator and rotor specifications than a single-architecture transition would have created.

Complete Report Scope:

• By Laminates Type
  • Electrical Steel Laminates
  • Silicon Steel Laminates
  • Other Laminates Types (Nickel-iron, Cobalt-iron, etc.)
• By Motor Type
  • Permanent Magnet Synchronous Motors (PMSM)
  • Induction Motors
  • Switch Reluctance Motors (SRM)
  • Brushless DC Motors (BLDC)
• By Vehicle Type
  • Passenger Vehicles
  • Commercial Vehicles
  • Two-wheelers
• By Application
  • Stator Laminations
  • Rotor Laminations

List of Companies Covered in this Report:

1. Worthington Industries
2. EuroGroup Laminations
3. Carpenter Electrification
4. Feintool International
5. Cleveland-Cliffs Inc.
6. United States Steel Corporation
7. Thyssenkrupp Steel
8. ArcelorMittal S.A.
9. POSCO Mobility Solution
10. Nippon Steel Corporation
11. JFE Steel Corporation
12. Waelzholz Group
13. Lamination Specialties Corp.
14. Pitti Engineering Limited

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 IRA-Fueled Domestic EV Production Boom
  • 4.2.2 DOE Efficiency Targets Mandating Ultra-Thin Laminations
  • 4.2.3 Automaker Vertical Integration of E-Motors
  • 4.2.4 Domestic NOES Capacity Expansions (InduX, Cleveland-Cliffs)
  • 4.2.5 Rare-Earth-Free Motor Topologies Boosting Steel Demand
  • 4.2.6 State-Level Zero-Emission Vehicle (ZEV) Mandates Accelerate EV Uptake
• 4.3 Market Restraints
  • 4.3.1 Electrical-Steel Price Volatility
  • 4.3.2 Supply-Chain Concentration and Capacity Bottlenecks
  • 4.3.3 High Scrap Rates from Precision Stamping
  • 4.3.4 Environmental-Permit Delays for New Steel Lines
• 4.4 Value/Supply-Chain Analysis
• 4.5 Technological Outlook
• 4.6 Regulatory Landscape
• 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 (Value (USD))

• 5.1 By Laminates Type
  • 5.1.1 Electrical Steel Laminates
  • 5.1.2 Silicon Steel Laminates
  • 5.1.3 Other Laminates Types (Nickel-iron, Cobalt-iron, etc.)
• 5.2 By Motor Type
  • 5.2.1 Permanent Magnet Synchronous Motors (PMSM)
  • 5.2.2 Induction Motors
  • 5.2.3 Switch Reluctance Motors (SRM)
  • 5.2.4 Brushless DC Motors (BLDC)
• 5.3 By Vehicle Type
  • 5.3.1 Passenger Vehicles
  • 5.3.2 Commercial Vehicles
  • 5.3.3 Two-wheelers
• 5.4 By Application
  • 5.4.1 Stator Laminations
  • 5.4.2 Rotor Laminations

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, SWOT Analysis, and Recent Developments)
  • 6.4.1 Worthington Industries
  • 6.4.2 EuroGroup Laminations
  • 6.4.3 Carpenter Electrification
  • 6.4.4 Feintool International
  • 6.4.5 Cleveland-Cliffs Inc.
  • 6.4.6 United States Steel Corporation
  • 6.4.7 Thyssenkrupp Steel
  • 6.4.8 ArcelorMittal S.A.
  • 6.4.9 POSCO Mobility Solution
  • 6.4.10 Nippon Steel Corporation
  • 6.4.11 JFE Steel Corporation
  • 6.4.12 Waelzholz Group
  • 6.4.13 Lamination Specialties Corp.
  • 6.4.14 Pitti Engineering Limited

7 Market Opportunities and Future Outlook