Electric Motorbike Growth and the Future of Drive Chains|How Powertrain Shifts Impact the Chain Industry
Electric motorbikes are booming in Vietnam, but behind that trend lies a serious shift in vehicle mechanics—from chain drives to belt or direct-drive systems. This article explores what that means for chain manufacturers.
■ Vietnam: A Key Market for Motorcycle Chains
For decades, Vietnam has been a growth engine for roller chain manufacturers. Japanese-made 420 chains are widely used for their durability, affordability, and ease of maintenance. The dominance of gasoline-powered motorbikes using chain drive systems made Vietnam a high-volume market for the industry.
However, that landscape is now changing.
■ The Rise of Electric Motorbikes – It’s Not Just About Fuel
The rise of electric motorbikes isn’t merely a switch from gasoline to electricity. It’s a fundamental change in drivetrain design, with serious implications for component manufacturers.
Vehicle Type | Powertrain Type | Chain Usage |
---|---|---|
Gasoline (Traditional) | Engine → Sprocket → Chain → Rear Wheel | Yes |
Electric (Low-end) | Hub Motor (in rear wheel) → Direct Drive | No |
Electric (Mid to High-end) | Motor → Belt or Chain → Rear Wheel | Sometimes (but declining) |
■ Chainless Models Are Increasing
Many electric bike models in Vietnam, such as those from VinFast or PEGA, use in-wheel hub motors and do not require a chain at all. Why?
- Lower noise (chains generate metallic sound)
- Maintenance-free design (no oiling or tensioning needed)
- Reduced production costs (simplified assembly)
■ A Quiet Threat for Chain Manufacturers
This shift presents a quiet but significant threat to chain makers. With the potential decline in gasoline bike production, the traditional demand curve is flattening or even shrinking. What are the strategic responses?
- Develop lightweight, low-noise chains compatible with electric vehicles
- Diversify into industrial, agricultural, and specialty vehicles
- Expand aftermarket sales for existing gasoline bikes
- Shift into high-precision gear and powertrain components beyond chains
■ From Quantity to Quality
Gone are the days of pure volume sales. The future lies in value-added, high-durability, and brand-differentiated products. Especially in the aftermarket—where users choose based on trust and performance—branding and reliability are everything.
■ Conclusion: It’s Not the End, But a Turning Point
Electrification doesn’t mean the end of chain drives. But sticking to old models won’t work.
It’s time for chain makers to redefine their role in the mobility ecosystem.
Vietnam remains a critical market—but we must now ask: How do we evolve to survive and lead in this changing environment?