全球与中国汽车座椅电机市场现状及未来发展趋势

Core Viewpoint - The global automotive seat motor market is experiencing steady growth, with sales expected to reach 13.195 billion yuan in 2025 and grow to 17.742 billion yuan by 2032, reflecting a compound annual growth rate (CAGR) of 4.23% from 2026 to 2032. This growth is driven by factors such as the recovery of passenger car production, the electrification of seats, and the increasing penetration of SUVs and high-end models [3][4]. Group 1: Market Size and Growth - The global automotive seat motor market is in a phase of steady expansion, with a projected sales increase from 13.195 billion yuan in 2025 to 17.742 billion yuan by 2032, indicating a CAGR of 4.23% from 2026 to 2032 [3]. - The growth is supported by the recovery in global passenger car production, the electrification of seats, and the rising demand for comfort features in vehicles [3][4]. Group 2: Regional Analysis - China has become the largest consumer market for automotive seat motors, with a market size of 4.854 billion yuan in 2025, accounting for 36.79% of the global market. This is expected to increase to 7.012 billion yuan by 2032, raising its share to 39.52% [4]. - The growth in China is attributed to the rapid penetration of new energy vehicles, an increase in the proportion of mid-to-high-end models, and a rise in local procurement by manufacturers [4]. Group 3: Supply and Industry Structure - China and Japan are the two main production regions for automotive seat motors, with production shares of 47.80% and 14.12% respectively in 2025. By 2032, China's share is expected to rise to 52.61% [5]. - The product structure is dominated by brushed DC motors, which are expected to maintain an 82.63% market share by 2032, particularly in the mid-to-low-end and mainstream passenger car segments [5]. Group 4: Competitive Landscape and Future Trends - The industry exhibits a "head concentration, clear tiering" characteristic, with the leading manufacturers controlling over 70% of the market share. The first-tier company, represented by Shenghua Bo, holds approximately 27.64% of the market [9]. - Future competition will focus on cost optimization, lightweight design, noise reduction, and integration with seat control systems. The demand for features such as seat memory and multi-directional adjustments will increase, leading to a rise in the number of motors used per vehicle [9]. Group 5: Current Development Status - Brushed motors remain mainstream, but there is an acceleration towards brushless DC motors to meet higher efficiency and lower noise requirements, especially in mid-to-high-end seat systems [10]. - The demand for quieter and smoother seat adjustment experiences is driving the need for improved motor performance, including better control of electromagnetic noise and mechanical vibrations [10]. Group 6: Industry Policy Analysis - The automotive industry is encouraged to expand domestic consumption and improve supply quality through various measures, including promoting the marketization of new energy vehicles and enhancing the application of intelligent network technology [12][13].