journal article·2025-12-09Open access

A Comparative Study on the Contact Fatigue Failure Mechanisms of Mn-Cr Series and Cr-Mo Series Gear Steels Based on Surface Integrity and Damage Morphology

Dongfei Wang, Weijie Zhang, Lijun Wang, Xiaopeng Wang, Hui Wei, Qiang Xu, Rongxin Guan

Coatings· Volume 15· Issue 12

Abstract

The contact fatigue performance of carburized gear steels is critical for transmission durability, yet the mechanisms linking alloy-specific microstructure to failure modes remain complex. This study systematically compares the contact fatigue behaviors of 20MnCr5 and 20CrMoH gears using step-loading tests and multi-scale characterization. The results demonstrate a significantly higher contact fatigue limit for 20MnCr5 of 1709 ± 12 MPa compared to 1652 ± 40 MPa for 20CrMoH, despite the latter exhibiting higher initial surface hardness. This hardness–toughness paradox is mechanistically elucidated by the distinct roles of alloying elements: while Molybdenum in 20CrMoH refines the grain size for high static strength, it limits retained austenite stability, resulting in a brittle hard-shell and soft-core structure prone to interface decohesion at martensite lath boundaries. Conversely, Manganese in 20MnCr5 promotes a gentler hardness gradient via favorable diffusion kinetics and stabilizes abundant film-like retained austenite. This microstructure activates a Stress Compensation Mechanism, where strain-induced martensitic transformation generates compressive volume expansion to counteract cyclic stress relaxation. Consequently, 20MnCr5 exhibits mild plastic micropitting driven by transformation toughening, whereas 20CrMoH undergoes severe brittle spalling driven by the Eggshell Effect. These findings confirm that balancing matrix toughness with hardness is more critical than maximizing surface hardness alone for contact fatigue resistance.
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Research context

OpenAlex topics: Microstructure and Mechanical Properties of Steels · Fatigue and fracture mechanics · Surface Treatment and Residual Stress

SciVX discovery tags are terminology-based. OpenAlex topics are source-provided classifications.

Affiliations

School of Mechanical Engineering, North China University of Water Resources and Electric Power, Zhengzhou 450045, China

National Gear Product Quality Inspection and Testing Center, China Academy of Machinery Zhengzhou Research Institute of Mechanical Engineering Co., Ltd., Zhengzhou 450001, China

School of Mechanical Engineering, Zhengzhou University of Aeronautics, Zhengzhou 450015, China

School of Computing and Engineering, University of Huddersfield, West Yorkshire HD1 3DH, UK

Funding

ZHONGYUAN Talent Program · Graduate Education Reform Project of Henan Province · Water Conservancy Equipment and Intelligent Operation and Maintenance Engineering Technology Research Centre in Henan Province

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