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市场调查报告书

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1665068

电动汽车热管理系统 (EV TMS) 市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

Electric Vehicle Thermal Management System (EV TMS) Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2024年12月11日 | 出版商:

Global Market Insights Inc. | 英文 180 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2024 年全球电动车热管理系统市场价值为 34 亿美元，预计将经历强劲增长，2025 年至 2034 年的复合年增长率为 16.1%。这一扩张是由全球向电动车 (EV) 加速转变所推动的，推动力包括政府补贴、税收政策和严格的排放法规等。由于电动车严重依赖对温度波动高度敏感的电池和电力电子设备，因此先进的热管理系统对于确保安全、优化性能和延长这些关键部件的使用寿命至关重要。

就车辆类别而言，市场主要分为乘用车和商用车。 2024 年，乘用车占了 65% 的市场份额，预计到 2034 年将创造 120 亿美元的市场价值。作为道路上最常见的电动车类型，乘用车在热管理解决方案技术进步方面处于领先地位，这可以延长电池寿命并为驾驶员和乘客提供卓越的舒适度。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	34亿美元
预测值	147亿美元
复合年增长率	16.1％

电动车 TMS 市场也按销售管道细分，其中原始设备製造商 (OEM) 细分市场在 2024 年将占据 85% 的份额。随着电动车的普及，这些製造商正在向研发投入大量资金，以提供创新、高性能且经济高效的热解决方案。透过确保遵守监管标准、优化电池效率和提高整体车辆性能，原始设备製造商和供应商之间的合作进一步加强了这一领域，巩固了其在市场上的领导地位。

2024 年，中国电动车 TMS 市场占有率达到惊人的 60%，预计到 2034 年将达到 30 亿美元。作为电动车生产和创新的全球领导者，中国继续吸引来自汽车製造商和供应商的大量投资，推动研发进步，巩固其在电动车革命前沿的地位。

产业生态系统分析
供应商概况
- EV TMS 製造商
- 售后离合器供应商
- 经销商
- 原始设备製造商
- 最终用户
利润率分析
定价分析
成本明细
技术与创新格局
重要新闻及倡议
监管格局
衝击力
- 成长动力
  - 电动车（EV）的普及率不断提高
  - 电池技术的进步
  - 越来越关注能源效率和车辆续航里程
  - 政府激励措施和更严格的排放法规
- 产业陷阱与挑战
  - 先进热管理系统成本高
  - 紧凑轻型车辆设计的整合复杂性
成长潜力分析
波特的分析
PESTEL 分析

第四章：竞争格局

介绍
公司市占率分析
竞争定位矩阵
战略展望矩阵

第 5 章：市场估计与预测：按类型，2021 - 2034 年

主要趋势
主动冷却
被动冷却
混合冷却

第六章：市场估计与预测：按组件，2021 - 2034 年

主要趋势
热泵
电动帮浦
风扇
热电模组

第七章：市场估计与预测：依车型，2021 - 2034 年

主要趋势
搭乘用车
- 掀背车
- 轿车
- 越野车
商用车
- 轻型商用车 (LCV)
- 重型商用车 (HCV)

第 8 章：市场估计与预测：按推进方式，2021 - 2034 年

主要趋势
纯电动车 (BEV)
插电式混合动力车 (PHEV)
混合动力电动车 (HEV)

第 9 章：市场估计与预测：按销售管道，2021 - 2034 年

主要趋势
OEM
售后市场

第 10 章：市场估计与预测：按地区，2021 - 2034 年

主要趋势
北美洲
- 我们
- 加拿大
欧洲
- 英国
- 德国
- 法国
- 西班牙
- 义大利
- 俄罗斯
- 北欧
亚太地区
- 中国
- 印度
- 日本
- 韩国
- 澳新银行
- 东南亚
拉丁美洲
- 巴西
- 墨西哥
- 阿根廷
中东及非洲
- 阿联酋
- 南非
- 沙乌地阿拉伯

第 11 章：公司简介

BorgWarner
Bosch
Calsonic Kansei
Continental
Dana
Delphi Technologies
Denso
Gentherm
Grayson Thermal Systems
Hanon Systems
LG Chem
MAHLE
Modine Manufacturing Company
Renesas Electronics
Sanden Holdings
Schaeffler Group
Tesla
Thermo King
Valeo
Visteon

简介目录

Product Code: 12610

The Global Electric Vehicle Thermal Management System Market, valued at USD 3.4 billion in 2024, is projected to experience robust growth, with a CAGR of 16.1% from 2025 to 2034. This expansion is fueled by the accelerating global shift toward electric vehicles (EVs), driven by government policies such as subsidies, tax incentives, and stringent emissions regulations. As EVs rely heavily on batteries and power electronics, which are highly sensitive to temperature fluctuations, advanced thermal management systems are essential to ensure safety, optimize performance, and extend the lifespan of these critical components.

Electric Vehicle Thermal Management System (EV TMS) Market - IMG1

In terms of vehicle categories, the market is primarily divided into passenger vehicles and commercial vehicles. Passenger vehicles held a dominant 65% share of the market in 2024 and are expected to generate USD 12 billion by 2034. This dominance is attributed to the growing demand for electric cars and the increasing emphasis on improving energy efficiency, driving range, and overall vehicle performance. As the most prevalent type of EVs on the road, passenger vehicles are at the forefront of technological advancements in thermal management solutions, which enhance battery longevity and provide superior comfort for drivers and passengers alike.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$3.4 Billion
Forecast Value	$14.7 Billion
CAGR	16.1%

The EV TMS market is also segmented by sales channels, with the original equipment manufacturer (OEM) segment capturing a significant 85% share in 2024. OEMs play a pivotal role in integrating cutting-edge thermal management technologies during vehicle production. With rising EV adoption, these manufacturers are channeling substantial investments into research and development to deliver innovative, high-performance, and cost-efficient thermal solutions. Collaborations between OEMs and suppliers are further strengthening this segment by ensuring compliance with regulatory standards, optimizing battery efficiency, and improving overall vehicle performance, solidifying their leadership in the market.

China's EV TMS market accounted for an impressive 60% share in 2024 and is anticipated to reach USD 3 billion by 2034. This remarkable growth is driven by the nation's aggressive push for EV adoption, bolstered by supportive government policies and incentives. As a global leader in EV production and innovation, China continues to attract significant investments from automakers and suppliers, fueling advancements in research and development and cementing its position at the forefront of the EV revolution.

Chapter 1 Methodology & Scope

1.1 Research design
- 1.1.1 Research approach
- 1.1.2 Data collection methods
1.2 Base estimates and calculations
- 1.2.1 Base year calculation
- 1.2.2 Key trends for market estimates
1.3 Forecast model
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definition

Chapter 2 Executive Summary

2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Supplier landscape
- 3.2.1 EV TMS manufacturers
- 3.2.2 Aftermarket clutch providers
- 3.2.3 Distributors
- 3.2.4 OEMs
- 3.2.5 End users
3.3 Profit margin analysis
3.4 Pricing analysis
3.5 Cost breakdown
3.6 Technology & innovation landscape
3.7 Key news & initiatives
3.8 Regulatory landscape
3.9 Impact forces
- 3.9.1 Growth drivers
  - 3.9.1.1 Increasing adoption of electric vehicles (EVs)
  - 3.9.1.2 Advancements in battery technologies
  - 3.9.1.3 Rising focus on energy efficiency and vehicle range
  - 3.9.1.4 Government incentives and stricter emission regulations
- 3.9.2 Industry pitfalls & challenges
  - 3.9.2.1 High cost of advanced thermal management systems
  - 3.9.2.2 Integration complexities in compact and lightweight vehicle designs
3.10 Growth potential analysis
3.11 Porter’s analysis
3.12 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

4.1 Introduction
4.2 Company market share analysis
4.3 Competitive positioning matrix
4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Type, 2021 - 2034 ($Bn, Units)

5.1 Key trends
5.2 Active cooling
5.3 Passive cooling
5.4 Hybrid cooling

Chapter 6 Market Estimates & Forecast, By Component, 2021 - 2034 ($Bn, Units)

6.1 Key trends
6.2 Heat pumps
6.3 Electric pumps
6.4 Fans
6.5 Thermoelectric modules

Chapter 7 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn, Units)

7.1 Key trends
7.2 Passenger vehicles
- 7.2.1 Hatchback
- 7.2.2 Sedan
- 7.2.3 SUV
7.3 Commercial vehicles
- 7.3.1 Light Commercial Vehicles (LCV)
- 7.3.2 Heavy Commercial Vehicles (HCV)

Chapter 8 Market Estimates & Forecast, By Propulsion, 2021 - 2034 ($Bn, Units)

8.1 Key trends
8.2 Battery Electric Vehicles (BEV)
8.3 Plug-in Hybrid Electric Vehicles (PHEV)
8.4 Hybrid Electric Vehicles (HEV)

Chapter 9 Market Estimates & Forecast, By Sales Channel, 2021 - 2034 ($Bn,Units)

9.1 Key trends
9.2 OEM
9.3 Aftermarket

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Units)

10.1 Key trends
10.2 North America
- 10.2.1 U.S.
- 10.2.2 Canada
10.3 Europe
- 10.3.1 UK
- 10.3.2 Germany
- 10.3.3 France
- 10.3.4 Spain
- 10.3.5 Italy
- 10.3.6 Russia
- 10.3.7 Nordics
10.4 Asia Pacific
- 10.4.1 China
- 10.4.2 India
- 10.4.3 Japan
- 10.4.4 South Korea
- 10.4.5 ANZ
- 10.4.6 Southeast Asia
10.5 Latin America
- 10.5.1 Brazil
- 10.5.2 Mexico
- 10.5.3 Argentina
10.6 MEA
- 10.6.1 UAE
- 10.6.2 South Africa
- 10.6.3 Saudi Arabia