한글목차

지연된 경제 회복과 건설·농업 분야에 대한 투자가 함께 전략적 제휴를 촉진하고 신규 시장 진출기업의 진입 장벽을 저감할 전망입니다.

건설·농업기계 시장은 2030년까지 북미 시장에서는 완만한 성장, 유럽 시장에서는 완만한 성장으로부터 강한 성장이 전망됩니다. 주택·도시·교통 인프라에 대한 투자가 콤팩트 건설기계의 판매를 견인하는 한편, 농장 규모의 확대(북미·유럽 쌍방)가 고출력 트랙터 수요를 촉진합니다. 바퀴식 차대 시스템이 시장을 독점하고 있지만, 북미 및 유럽의 오프 하이웨이 장비용 변속기 컴포넌트 시장에서 이대식 유닛은 각각 CAGR(2024-2030년) 4.2%, 3.2%를 나타낼 것으로 예측됩니다. 유틸리티, 산업, 농업, 조경·녹지 관리 등 폭넓은 작업 분야에 있어서 콤팩트 기기에 대한 오퍼레이터나 최종 사용자의 요구가, 보조 시스템 수요를 견인합니다. 컴팩트 기기의 다양한 어태치먼트 유형 수요 증가는 보조 시스템용 유압 유닛 수요 증가로 이어집니다.

공급망 문제, 고객 행동 변화, 지속적인 무역 마찰은 OEM과 변속기 컴포넌트 공급업체 간의 기존 및 신규 파트너십에 영향을 미칠 전망입니다.

이 연구는 주요 변속기 컴포넌트의 단위 수요에 초점을 맞추고 경쟁 구도를 분석합니다. 또한 시장에 영향을 미치는 주요 제휴 관계와 동향을 밝혀 2030년까지 수요 예측을 실시합니다.

분석 범위

본 조사에서는 오프 하이웨이 장비용 변속기 컴포넌트 시장의 성장을 분석합니다.

목적 :

• 건설·농업기계 업계에서의 성장 동향과 성장 기회를 분석하는 것
• 변속기 부품 시장의 기술 동향과 시장 역학을 평가하는 것
• 시장 상황의 검증과 전망의 파악(-2030년)
• 변속기 부품 시장에서경쟁 구도와 기술 동향을 분석하는 것

이 설문조사가 답변하는 주요 질문 :

• 주요 수요와 성장 분야는 어디입니까?
• 업계의 주요 참가 기업은 어느 기업이며, 향후의 개발·제품 투입 활동은 어떻게 될 것으로 예상되는가?
• 업계에서 주목해야 할 제휴 관계와 하이라이트에는 어떤 것이 있는가?
• 성장을 형성하는 주요 요인과 동향은 무엇인가?

조사 범위

지리적 범위

북미(미국 및 캐나다), 유럽(유럽 연합 및 영국)

조사 기간

2024-2030년

기준 연도

2024년

예측 기간

2025-2030년

통화 단위

달러

적용 범위

건설 및 농업

대상 기기

굴삭기, 로더, 농업용 트랙터

부품 범위

행성 기어박스(독립형 및 통합형), 차축, PTO 장치, 유압 시스템, 3점식 히치(농업용 트랙터용)에 대한 OEM 수요

지정학적 혼란

이유

• 러시아 우크라이나 분쟁 및 무역전쟁별 경제적 불확실성은 OEM 사업 운영, 공급업체 신뢰, 소비자 구매 결정에 중대한 영향을 미칩니다.

Frost의 견해

• 미국에 제조공장 설립 계획을 발표한 OEM 제조업체는 성장과 무역관계를 유지하기 위해 생산 능력을 확대하고 있습니다. 그러나 매출에 긍정적인 영향은 중장기적으로 예상됩니다.

Frost의 견해

• 브라질과 멕시코, 캐나다와 유럽, 인도와 유럽 등 양국간 무역협정과 무역강화는 이해관계자의 확대와 협력을 촉진할 것입니다.

산업 수렴

이유

• 오프 하이웨이 산업의 이해 관계자는 단기적인 과제를 해결하기 위해 전략적 조치를 취할 것입니다.

Frost의 견해

• OEM, 공급업체, 신생 기업, 금융 기관 및 임대 회사 간의 전략적 파트너십은 각 회사의 확장과 지속적인 성장을 지원할 것입니다.

Frost의 견해

• 수직 통합은 제품 포트폴리오를 확장하여 최종 사용자를 위한 원스톱 솔루션을 제공합니다.

경쟁 격화

이유

• 신기술은 전동화 및 자동화와 같은 분야에서 업계에 지속적인 영향을 미치고 있습니다.

Frost의 견해

• 전략적 시너지 효과는 고객의 망설임을 완화하는 저비용 솔루션의 제공을 기대합니다.

Frost의 견해

• 특정 응용 분야에서 성장을 보장하기 위해 단기적으로는 OEM과 솔루션 공급업체 간 및 OEM과 계약자 간의 인수 및 합작 투자가 급증할 전망입니다.

경쟁 환경

경쟁사의 수

• 매출액 10억 달러를 초과하는 세계 기업 약 25개사

경쟁 요인

• 제품의 효율성, 내구성, 에너지 효율, 총소유비용, 애프터서비스, 커스터마이즈성, 안전기준에의 적합성, 리셀러 네트워크, 브랜드 평가, 세계 대응력

주요 최종 사용자 산업 분야

• 제조업, 건설업, 농업기계

주요 경쟁사

• ZF Group, Bosch, Cummins, Allison Transmission, Bonfiglioli, Carraro SpA, Parker Chelsea, Eaton, Mottrol

유통 구조

• OEM, 직접 판매, 애프터마켓

주요 합병·인수

• Allison Transmission은 2025년 6월 Dana Incorporated의 고속도로 부문을 인수했습니다.

주요 경쟁사 - OEM 및 공급업체

OEM 제조자

북미

• TEREX CORPORATION
• CATERPILLAR
• KOMATSU
• XCMG
• LIEBHERR
• SANY
• VOLVO
• HITACHI
• DOOSAN BOBCAT
• SANDVIK
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

영문목차

The Delayed Economic Recovery, Along With Investments in the Construction and Agricultural Industries, Will Drive Strategic Partnerships and Reduce Entry Barriers for New Market Participants

The construction and agricultural equipment market is expected to experience moderate growth in the North American market and moderate-to-strong growth in the European market until 2030. Investments in residential, urban, and transportation infrastructure will drive sales of compact construction equipment, while the consolidation of farms (both in North America and Europe) will drive demand for higher HP tractors. Though wheeled undercarriage systems dominate the market, tracked units are expected to grow at a compound annual growth rate (CAGR, 2024-2030) of 4.2% and 3.2% in the North American and European off-highway equipment transmission components markets, respectively. Operator or end-customer requirements for compact equipment in a wide range of operations, such as utility, industrial, agriculture, and landscaping and green spaces, will drive the demand for auxiliary systems. The growing need for multiple attachment types in compact equipment will drive the demand for hydraulic units for auxiliary systems.

Supply chain challenges, evolving customer behavior, and ongoing trade wars will influence existing as well as new partnerships between OEMs and transmission component suppliers.

This research focuses on the unit demand for key transmission components and also analyzes the competitive landscape. In addition, the study highlights key partnerships and trends influencing the market and forecasts demand for 2030.

Scope of Analysis

This research analyzes the growth of the off-highway equipment transmission components market.

Objectives:

• Analyze growth trends and growth opportunities in the construction and agricultural equipment industry
• Evaluate technology trends and market dynamics for the transmission components market
• Examine market status and understand expectations by 2030
• Analyze the competitive and technological landscape in the transmission components market

Key Questions This Study Answers:

• What are the main areas of demand and growth?
• Who are the top industry participants, and what are their anticipated development and launch activities?
• What are some of the notable partnerships and highlights in the industry?
• What are the main factors and trends shaping growth?

Scope

Geographic coverage

North America (the United States and Canada), Europe (the European Union and the United Kingdom)

Study period

2024-2030

Base year

2024

Forecast period

2025-2030

Monetary unit

US dollar

Application scope

Construction and agriculture

Equipment scope

Excavators, loaders, and agricultural tractors

Component Scope

OE demand for planetary gearbox (standalone and integrated), axles, PTO units, hydraulics, and 3-point hitch (for agricultural tractors)

Geopolitical Chaos

Why

• Economic uncertainties caused by the Russo-Ukrainian conflict and trade wars have significantly affected OEM operations, supplier confidence, and consumer purchase decisions.

Frost Perspective

• OEMs that announced plans to launch manufacturing plants in the United States are expanding capacities to sustain growth and trade relations. However, the positive impact on sales is expected in the medium-to-long term.

Frost Perspective

• Bilateral trade agreements and the strengthening of trade between countries such as Brazil-Mexico, Canada-Europe, and India-Europe will drive expansion and collaboration among stakeholders.

Industry Convergence

Why

• Off-highway industry stakeholders will adopt strategic measures to counter short-term challenges.

Frost Perspective

• Strategic partnerships among OEMs, suppliers, start-ups, financial institutions, and rental companies will support their expansion and sustain growth.

Frost Perspective

• Vertical integration will expand the product portfolio and enable one-stop solutions for end customers.

Competitive Intensity

Why

• New technologies are continuously impacting the industry in fields such as electrification and automation.

Frost Perspective

• Strategic synergies are expected to offer low-cost solutions to alleviate customer hesitance.

Frost Perspective

• Acquisitions and joint ventures among OEMs-solution providers and OEMs-contractors, respectively, will surge in the short term to secure growth in specific applications.

Competitive Environment

Number of Competitors

• ~25 global companies with revenue greater than $1 billion

Competitive Factors

• Product efficiency, durability, energy efficiency, total cost of ownership, after-sales support, customization, safety compliance, dealer network, brand reputation, and global adaptability

Key End-user Industry Verticals

• Manufacturing, construction, and agricultural equipment

Leading Competitors

• ZF Group, Bosch, Cummins, Allison Transmission, Bonfiglioli, Carraro S.p.A, Parker Chelsea, Eaton, and Mottrol

Distribution Structure

• OEMs, direct sales, and the aftermarket

Notable Mergers and Acquisitions

• Allison Transmission acquired Dana Incorporated's off-highway division in June 2025

Key Competitors-OEMs and Suppliers

OEMs

North America

• TEREX CORPORATION
• CATERPILLAR
• KOMATSU
• XCMG
• LIEBHERR
• SANY
• VOLVO
• HITACHI
• DOOSAN BOBCAT
• SANDVIK
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

Europe

• SANDVIK
• EPIROC
• VOLVO
• LIEBHERR
• KOMATSU
• CATERPILLAR
• XCMG
• SANY
• HITACHI
• DOOSAN BOBCAT
• EPIROC
• KOBELCO
• METSO OUTEC
• LIUGONG
• MANITOU

Suppliers

North America

• Dana Incorporated
• Allison Transmission
• Cummins
• Omni Powertrain Technologies
• Muncie Power Products
• Heavy Hitch
• Ruegg MFG
• Behlen Country
• Kolpin Outdoors
• Agri Supply
• Parker Chelsea

Europe

• Kessler+Co
• Bosch
• Eaton
• ZF Group
• Bonfiglioli
• Carraro S.p.A
• Comer Industries S.p.A
• LHY Powertrain
• Farinia Group
• NAF Axles
• ESCO Group
• Zuidberg

Table of Contents

Research Scope

• Scope of Analysis
• Off-Highway Equipment Segmentation

Transformation in the Off-Highway Equipment Transmission Components Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Off-Highway Equipment Transmission Components Industry

Growth Environment: Ecosystem in the Off-Highway Equipment Transmission Components Market

• Economic Environment-North America
• Economic Environment-Europe
• Construction Industry-North America
• Construction Industry-Europe
• Construction Industry Definitions-North America
• Construction Industry Definitions-Europe
• Agriculture Acreage in North America
• Profile of Farms in the United States
• Agriculture Acreage in Europe
• Profile of Farms in Europe
• Competitive Environment
• Key Competitors-OEMs and Suppliers

Growth Generator in the Off-Highway Equipment Transmission Components Market-North America and Europe

• Growth Metrics
• Excavators and Loaders-Growth Drivers
• Excavators and Loaders-Growth Restraints
• Agricultural Tractors-Growth Drivers
• Agricultural Tractors-Growth Restraints
• Forecast Considerations
• Forecast Considerations: Demand Forecast-Distribution of Transmission Components by Application: Excavators and Loaders
• Forecast Considerations: Demand Forecast-Distribution of Transmission Component by Application: Agricultural Tractors

Market Forecast-Off-Highway Equipment Unit Sales

• Market Forecast-Off-Highway Equipment Unit Sales by Region
• Market Forecast-Off-Highway Equipment Unit Sales by Application
• Market Forecast-Off-Highway Equipment Unit Sales by Equipment Type
• Market Forecast-Excavator Unit Sales
• Market Forecast-Loader Unit Sales
• Market Forecast-Agricultural Tractor Unit Sales
• Market Forecast-Off-Highway Equipment Transmission Components
• Forecast Analysis-North America and Europe
• Off-Highway Equipment OEM Market Share
• OEM Market Share Analysis
• Competitive Landscape of Component Suppliers-North America
• Competitive Landscape of Component Suppliers-Europe
• Competitive Landscape-Cluster 1: Gears, Gearboxes, Transmission Systems
• Competitive Landscape-Cluster 2: Axles, Driveshafts, PTO Units

Growth Generator in the Off-Highway Equipment Transmission Components Market-North America

• Growth Metrics
• Off-Highway Equipment Unit Sales
• Off-Highway Equipment Unit Sales by Application
• Off-Highway Equipment Unit Sales by Equipment Type
• Excavator Unit Sales
• Loader Unit Sales
• Agricultural Tractor Unit Sales
• Off-Highway Transmission Components
• Forecast Analysis-North America

Growth Generator in the Off-Highway Equipment Transmission Components Market-Europe

• Growth Metrics
• Off-Highway Equipment Unit Sales
• Off-Highway Equipment Unit Sales by Application
• Off-Highway Equipment Unit Sales by Equipment Type
• Excavator Unit Sales
• Loader Unit Sales
• Agricultural Tractor Unit Sales
• Off-Highway Transmission Components
• Forecast Analysis-Europe

Demand and Technology Trends-Excavators and Loaders

• Excavators and Loaders-Demand and Technology Trends
• Trend 1-Electric Equipment
• TCO Analysis-Electric Excavators
• TCO Analysis-Electric Wheel Loaders
• Top Electric Models in the Market
• Trend 2-System-Level Innovations and AI
• Trend 2-Smart Equipment
• Trend 2-Key Products with Smart Features
• Trend 3-BMT

Demand and Technology Trends-Agricultural Tractors

• Agricultural Tractors-Demand and Technology Trends
• Trend 1-Precision Agriculture
• Trend 1-Precision Agriculture, OEM Features
• Trend 1-Precision Agriculture, Third-Party Solution Providers
• Trend 2-Autonomous Tractors
• Trend 2-Autonomous Tractors, Key Products and Features
• Trend 3-BMT
• Trend 3-Key Service Provider Features
• Tractor Implements by Application
• ISOBUS for Agricultural Equipment
• Implement Automation Functions

Off-Highway Equipment Transmission Components Market-Ecosystem and Technology Landscape

• Off-Highway Ecosystem
• Off-Highway Equipment-Construction Equipment Transmission Types
• Off-Highway Equipment-Agricultural Tractor Transmission Types
• Powershift Transmission
• Hydrostatic Transmission-Wheeled Equipment
• Hydrodynamic Torque Converter-Wheeled Equipment
• Synchromesh Transmission Mechanical-Agricultural Tractors
• CVT-Wheeled Equipment
• Tracked Equipment-Travel/Swing Device
• Agricultural Tractor PTO-System Overview
• PTO Specifications
• Axles-Wheeled Equipment
• Axles Overview-Agricultural Tractors
• Component Cost Contribution-Tracked Excavators
• Excavator Component Cost Contribution Summary
• Component Cost Contribution-Backhoe Loaders
• Backhoe Loader Component Cost Contribution Summary
• Component Cost Contribution-Agricultural Tractors
• Agricultural Tractor Component Cost Contribution Summary
• Component Cost Contribution-Estimation Methodology

Growth Opportunity Universe

• Growth Opportunity 1: Electrification
• Growth Opportunity 2: Software Control Systems
• Growth Opportunity 3: Off-Highway Equipment Transmission Component Demand

Appendix

• Major OEM Product Launches-Electric Equipment

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer