2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
The global electric vehicle (EV) parts and components market is undergoing significant changes, poised to grow from USD 210.28 billion in 2025 to USD 299.93 billion by 2031, reflecting a compound annual growth rate of 6.12%. Key developments include a shift towards 800V platforms, efforts to localize supply chains, and enhanced EV infrastructure driven by declining battery costs and synchronized zero-emission mandates. Gigafactory scale-ups in Europe and North America are fostering localized production and mitigating supply chain risks, while government incentives such as the Inflation Reduction Act in the U.S. bolster domestic production. The market faces challenges from critical-mineral supply bottlenecks, despite efforts to refine processing and diversify battery chemistries.
In other market news, Mazda Motor was trading firmly up 12% and ending the day at ¥1,358, not far from its 52-week high. This week, Mazda announced a significant swing to a net loss for the nine months ending December 31, 2025. In the meantime, Suzhou Dongshan Precision Manufacturing lagged, down 6.1% to end the day at CN¥72.33.
Tesla's expansion into high-margin autonomous services and FSD subscriptions offers significant earnings potential. Click here to explore Tesla's strategic innovations and growth opportunities further.
On a related note, explore our Market Insights piece on investing amidst volatile commodity prices, highlighting silver's critical role in EVs. Get in fast!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Sources:
Simply Wall St "Electric Vehicle Parts and Components Industry Report 2026: Gigafactory Scale-Up and Public Charging Build-Out Reinforce Power-Electronics Adoption - Market Trends, Statistics, Forecasts 2025-2031" from Research and Markets on GlobeNewswire (published 09 February 2026)
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Companies discussed in this article include TSE:7261 NasdaqGS:TSLA and SZSE:002384.
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