2026电动汽车牵引电机技术创新机遇研究报告

1Foreword3 2Introduction4 3Executive summary5 Technical innovations6Supply chain and cross-cutting trend innovations7 4Methodology for technical innovation opportunities8 5Key technical innovations9Deep dive summary11 7Conclusions: 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. 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 in 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 accelerate 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 chain A key theme across the report has been design, materials andmanufacturing capabilities and associated opportunities, where 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, power 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. This By clarifying key industry challenges and associated R&Dopportunities in electric motor technologies, this report provides 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, global 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. The UK has opportunities for innovation within thisgeopolitically challenging environment to strengthenand expand its electrification capabilities. Expandingon the technology roadmaps APC produced in 3|Executive summary The report identifies two categories of innovation asshown in the figure opposite: Innovations to achieve the ambitions of technologymetrics laid out in the 2024 APC technology roadmaps. Supply chain and cross-cutting trend innovations Supply chain-related developments and cross-cuttingtechnology trends that are needed to scale and Technical innovations This report identifies some of the key technologicalenablers required to meet the ambitious roadmapindicator targets outlined in the APC technology 1Thermal management2Energy efficiency Within these five enabling capabilities, the reportidentifies 14 distinct innovation priority areas.Each area has been assessed for its strategic Capabilities such as thermal management, energyefficiency, and diversified motor architecture Supply chain and cross-cutting trend innovations To successfully scale the identified technicalcapabilities in figure 3, there are supply chain and This report examines 12 supply chain andtechnology trend pathways and identifies thecentral themes to strengthen the UK’s E-motors Focus for the UK’s market failure intervention This includes supply chain resilience for rare-earthmaterials, scaling up plants for non-permanent Focus for UK-Industry academia collaboration Adopting innovative technologies such as AI-baseddesign and additive manufacturing for unique 4|Methodology for technical innovation opportunities The technical opportunity list arrived following a 4-stepprocess, as shown in the figure opposite. Pillar 1 Data collection formed the foundation for the report’sanalysis. It included stakeholder engagement toidentify innovation requirements across the UK’s Pillar 2 These inputs were then analysed and aggregatedinto five technology capabilities needed to meet the Pillar 3 The capabilities were then mapped against the APCtechnology roadmaps to define the 14 key innovation Pillar 4 Finally, each innovation was assessed for strategicimportance and feasibility, resulting in five prioriti