2025 Auto Parts Industry Trend Report: Intelligence & Lightweighting as Core Growth Engines
Published Time:
2025-10-10
The report shows that the current auto parts market competition presents three major characteristics
The newly released2025 Market Outlook Report for the Auto Parts Industrypoints out that as the global sales volume of new energy vehicles is expected to exceed 10 million units, the auto parts industry is entering a critical period of technological iteration and pattern restructuring. Intelligence, lightweighting, and globalization have become the three core development directions. In terms of technological innovation, new battery technologies such as solid-state batteries and lithium-sulfur batteries are accelerating commercialization; the demand for components like sensors and intelligent controllers has surged with the upgrading of autonomous driving; and the application penetration rate of lightweight materials such as high-strength steel, aluminum alloys, and carbon fiber continues to rise.
The report shows that the current auto parts market competition presents three major characteristics: the market concentration ratio is gradually increasing, with large enterprises expanding their share through M&A and integration; cross-border competition is intensifying, as new energy enterprises cut into the traditional market by virtue of their advantages in batteries and motors; and international competition and regionalized development coexist, requiring enterprises to balance global layout and in-depth cultivation of the local market. In terms of investment opportunities, the three fields of NEV "three-electric" systems (battery, motor, electronic control), core components for intelligent driving, and lightweight materials are highly favored. However, the industry also faces challenges such as rapid technological iteration and increased supply chain risks, so enterprises need to increase R&D investment and strengthen industrial chain collaboration.
