2026电动汽车牵引电机技术创新机遇研究报告

2026 1Foreword32Introduction43Executive summary5Technical innovations6Supply chain and cross-cutting trend innovations74Methodology for technical innovation opportunities85Key technical innovations9Deep dive summary116Supply chain and cross cutting trend innovations16Supply Chain Intervention17Cross-cutting technology trend innovations187Conclusions: Recommendation from the report19 1|Foreword Dr Hadi MoztarzadehHead of Technology TrendsAdvanced Propulsion Centre UK Global demand for clean mobility is growing. To support the UK’scompetitiveness, secure jobs, and achieve the transition tozero-emission vehicles and towards a net-zero automotiveindustry, innovation will be key. Yet, taking innovativetechnologies to rapid commercialisation is a challenge for theautomotive industry and the broader industry supply chain.Even then, possibilities are limited by supply chain’s capabilities,strengths, and gaps. Building on the Automotive Council UK’sTechnology Roadmaps, this series of Innovation Opportunitiesreports examine key technology priorities and associated supplychain opportunities for the UK automotive industry. The report covers a range of metrics to identify innovationopportunities, focussing on feasibility and significance.Innovation opportunities for electric motors are split into twobroad categories: 1. technical innovation and 2. Innovations insupply chain and cross-cutting enablers. Innovation areas aremapped against technology roadmaps trends and drivers. Thisis to highlight UK opportunities across the global electric motorand automotive industry. and associated innovation opportunities, the UK can secureleadership in the global clean mobility revolution. We highlight areas where collaboration between industry,government, and research institutions can acceleratecommercialisation and encourage investment. These canstrengthen the UK automotive industry. The reports investigate trends and drivers up until 2050, whichmight be at different levels of maturity or market readiness. We dothis across different regions, showing how even if a technologyis at the point of implementation, the underpinning supply chainmight not be geared up for change at scale and pace. A key theme across the report has been design, materials andmanufacturing capabilities and associated opportunities, whereUK manufacturing supply chain can play a key role in anchoringsuch opportunities for the future of the automotive industry. The Innovation Opportunities reports provide insights on howstrategic collaboration and investment can accelerate thecommercialisation of these key technologies for the transition ofthe automotive industry to net zero, including: batteries, powerelectronics, electric machines, lightweighting technologies,hydrogen fuel cells and storage, and internal combustionengines (ICEs). By focusing industry efforts on the trendsand drivers outlined in the Automotive Council roadmaps The Innovation Opportunities report for Electric Motors providesa deep dive into all themes and sub-themes identified on theE-Motor roadmap and maps them against the European and UKsupply chain capabilities within the context of traction motors. Thisanalysis provides an overview of key focus areas and associatedstrengths, and gaps to guide the industry’s direction of travelacross the global landscape across the Electric Motor value chain. By clarifying key industry challenges and associated R&Dopportunities in electric motor technologies, this report providesan insight into building a resilient and competitive supply chainfor the UK automotive industry. 2|Introduction The UK electric motor (E-motor) demand is set toincrease as electric vehicle (EV) sales are expected torise over the next 12 years, as predicted in the APC’sQ3 2025 automotive demand forecast report. Europeis a significant player, averaging around 20% of globalmotor demand over the next 15 years. By 2030, globalmotor supply and demand are projected to balance at60 million units, as shown in Figure 1, with PermanentMagnet Synchronous Motors (PMSM) continuing todominate the motor landscape. The global automotive motor technology is dominatedby PMSM due to its advantages in performanceand efficiency in automotive applications. However,the dominance of PMSMs is set to be challengedby efforts to develop rare-earth-free alternatives.Induction motors and Electrically Excited SynchronousMotors (EESMs) are given more importance dueto supply chain and geopolitical risks arising fromsourcing of rare-earth materials that are vital inproduction of permanent magnets. The UK has opportunities for innovation within thisgeopolitically challenging environment to strengthenand expand its electrification capabilities. Expandingon the technology roadmaps APC produced in2024 on behalf of Automotive Council1, this reporthighlights opportunities where the UK can develop itsmanufacturing and innovation capabilities. 3|Executive summary The report identifies two categories of innovatio