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市场调查报告书
商品编码
1801037
汽车热系统市场报告(按组件(压缩机、暖通空调、动力总成冷却、流体输送)、车辆类型(乘用车、轻型商用车、重型商用车及其他)和地区)2025 年至 2033 年Automotive Thermal System Market Report by Component (Compressor, HVAC, Powertrain Cooling, Fluid Transport), Vehicle Type (Passenger Cars, Light Commercial Vehicles, Heavy Commercial Vehicles, and Others), and Region 2025-2033 |
2024年,全球汽车热系统市场规模达384亿美元。展望未来, IMARC Group预计到2033年,市场规模将达到527亿美元,2025-2033年期间的复合年增长率(CAGR)为3.41%。燃油效率需求的不断增长、为提高燃油效率而不断升级的轻量化汽车趋势以及汽车行业的快速增长,是推动市场需求成长的一些主要因素。此外,材料、感测器和电子产品的进步也为市场成长提供了机会。
更严格的排放法规和效率要求
各国政府和环保机构正在实施更严格的规范,以遏制车辆排放并促进更清洁的空气品质。例如,2024年5月,欧盟通过了针对新型重型车辆的严格二氧化碳排放法规。根据新规定,重型卡车和巴士(包括商用车辆)的碳排放量必须在2030年减少45%,2035年减少65%,2040年减少90%。新型城市公车需要在2030年将排放量降低90%,并在2035年实现零排放。因此,汽车製造商面临开发更省油、排放更少汽车的巨大压力。汽车热系统在实现这些目标方面发挥关键作用。製造商也正在为电动和混合动力车引入热管理解决方案,以优化电池性能并延长其使用寿命。例如,2024年2月,吉利旗下电动车製造商Zeekr发布了其最新车型Zeekr 001。该车型整合了尖端的「全端800V高压系统」和热管理系统。 Zeekr 001提供两种强劲电池选择:95kWh和100kWh。据称,Zeekr 001的充电速度将创下新标准。车辆配备的PTM 2.0全局热管理系统拥有22种工作模式,可有效降低能耗。这些因素进一步提升了汽车热系统市场占有率。
电动车普及率不断上升
电动车 (EV) 的日益普及是推动汽车热系统市场成长的重要因素之一。汽车销量大幅成长。例如,根据国际能源总署 (IEA) 发布的一篇文章,2023 年全球註册的新电动车数量接近 1,400 万辆,上路行驶的电动车总数达到 4,000 万辆。 2023 年的电动车销量比 2022 年增加了 350 万辆,年增 35%。这一数字是 2018 年的六倍多。电动车不仅从动力系统产生热量,而且在充电和放电循环中从大容量电池产生热量。高效的热管理对于保持这些零件的最佳工作温度至关重要,这直接影响电池寿命、安全性和效能。电动车的汽车热系统涉及先进的冷却解决方案,例如液体冷却系统和热界面材料,以确保电池组和电动传动系统的持续安全运作。此外,各製造商正在开发液冷电池,以减轻电池负荷。例如,2024年4月,电动两轮车公司Bounce Infinity与Clean Electric合作,在印度推出了液冷电池技术。此技术可确保更长的电池寿命、更快的充电时间和更大的续航里程。这项技术满足了电动车对更有效率热管理的迫切需求。这些因素进一步对汽车热系统市场预测产生了正面影响。
消费者对舒适性和连结性的需求
现代汽车买家不仅要求高效环保的解决方案,更注重舒适性和互联互通性。汽车热系统直接影响座舱温度控制,提升乘客在极端天气条件和日常通勤的舒适度。先进的暖通空调 (HVAC) 系统,具备分区控温、空气净化和智慧连网功能,正成为许多车辆的标准配备。各大製造商正在整合这些功能。例如,2024 年 3 月,总部位于德国的豪华汽车製造商BMW (BMW) 在印度推出了新款 620d M Sport Signature。这款豪华车配备 12.3 吋双萤幕,包括数位仪錶板和资讯娱乐系统。其他主要功能包括 Apple CarPlay、Android Auto、停车辅助系统、后视摄影机、全景天窗、无线充电器以及四区自动空调。这些系统不仅确保个人化的舒适性,还有助于提高驾驶者的警觉性和整体道路安全,进一步积极影响汽车热系统的市场价值。此外,汽车製造商还根据舒适性功能和互联互通选项来区分其车型。增强的热管理功能有助于提升车辆舒适性和电池性能。例如,2023年11月,现代汽车在AutoMobility LA的预展活动中向北美媒体发布了其全新的2025款IONIQ 5 N电动跑车。 IONIQ 5 N配备了赛道热控制系统。扩展的热管理系统采用了更大的冷却表面和体积、改进的机油冷却系统以及电池冷却器。透过缩短从电池单元到冷却通道的传热路径,并引入了导热性优异的新型间隙填充物,电池热管理系统的性能也得到了提升。这些因素进一步提振了汽车热系统市场的收入。
The global automotive thermal system market size reached USD 38.4 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 52.7 Billion by 2033, exhibiting a growth rate (CAGR) of 3.41% during 2025-2033. The rising demand for fuel efficiency, escalating trend towards lightweight vehicles for improved fuel efficiency, and rapid growth in the automotive industry are some of the major factors propelling the market demand. In addition, advancements in materials, sensors, and electronics are opportunistic for market growth.
Stricter Emission Regulations and Efficiency Demands
Governments and environmental bodies are imposing stricter norms to curb vehicle emissions and promote cleaner air quality. For instance, in May 2024, the European Union adopted strict CO2 emissions regulations for new heavy-duty vehicles. According to the new rules, carbon emissions from heavy trucks and buses, including vocational vehicles, must be cut by 45% by 2030, 65% by 2035, and 90% by 2040. New urban buses would need to lower emissions by 90% by 2030 and be zero-emission vehicles by 2035. As a result, automakers are under immense pressure to develop vehicles that are more fuel-efficient and emit fewer pollutants. Automotive thermal systems play a pivotal role in achieving these goals. Manufacturers are also incorporating thermal management solutions for electric and hybrid vehicles to optimize battery performance and extend their lifespan. For instance, in February 2024, Geely's Zeekr, an electric vehicle maker, unveiled its latest model, the Zeekr 001. The vehicle is integrated with a cutting-edge "full-stack 800V high-voltage system" and thermal management system. The Zeekr 001 offers a choice between two powerful batteries: 95kWh and 100kWh. With claims of setting new standards in charging speed. With 22 working modes, the PTM 2.0 global thermal management system in the vehicle improves energy consumption. These factors are further contributing to the automotive thermal system market share.
Rising Adoption of Electric Vehicles
The rising adoption of electric vehicles (EVs) is one of the significant factors driving the automotive thermal system market growth. There's been a significant increase in the sales of cars. For instance, according to an article published by IEA, almost 14 million new electric cars were registered globally in 2023, bringing the total number on the road to 40 million. Electric vehicle sales in 2023 were 3.5 million greater than in 2022, representing a 35% year-on-year growth. This figure is more than six times greater than in 2018. EVs generate heat not only from the powertrain but also from high-capacity batteries during charging and discharging cycles. Efficient thermal management is crucial to maintaining optimal operating temperatures for these components, which directly impacts battery life, safety, and performance. Automotive thermal systems in EVs involve advanced cooling solutions, such as liquid cooling systems and thermal interface materials, to ensure consistent and safe operation of the battery pack and electric drivetrain. Moreover, various manufacturers are developing liquid cooling batteries in order to reduce the load on the battery. For instance, in April 2024, Bounce Infinity, an electric two-wheeler company collaborated with Clean Electric to launch liquid-cooled battery technology in India. It ensures a longer battery life, faster charging times, and increased range. This technology caters to the critical need for more efficient thermal management in EVs. These factors are further positively influencing the automotive thermal system market forecast.
Consumer Demand for Comfort and Connectivity
Modern vehicle buyers not only demand efficient and eco-friendly solutions but also prioritize comfort and connectivity. Automotive thermal systems directly influence cabin climate control, enhancing passenger comfort during both extreme weather conditions and daily commutes. Advanced heating, ventilation, and air conditioning (HVAC) systems with zone-wise temperature control, air purification, and smart connectivity features are becoming standard in many vehicles. Various manufacturers are integrating such features. For instance, in March 2024, BMW, a luxury car manufacturer based in Germany launched the new 620d M Sport Signature in India. This luxury vehicle is equipped with a 12.3-inch dual screen, including a digital instrument cluster and infotainment system. Other key features include Apple CarPlay, Android Auto, Park Assist, rearview camera, panoramic sunroof, wireless charger, and auto air conditioning with four-zone control. These systems not only ensure personalized comfort but also contribute to driver alertness and overall road safety, further positively influencing the automotive thermal system market value. Apart from this, automotive manufacturers differentiate their vehicles based on comfort features and connectivity options. Enhanced thermal management capabilities contribute to vehicle comfort and battery performance. For instance, in November 2023, Hyundai unveiled its all-new 2025 IONIQ 5 N electrified sports vehicle to North American media during a pre-show event for AutoMobility LA. IONIQ 5 N is equipped with thermal control on the racetrack. The expanded thermal management system employs greater cooling surface and volume, improved motor oil cooling, and a battery chiller. The battery thermal management system's performance is also improved by reducing the heat transfer path from the battery cells to the cooling channel and introducing a novel gap filler with excellent thermal conductivity. These factors are further bolstering the automotive thermal system market revenue.
Compressor dominates the market
According to the report, automotive thermal system market outlook, the compressor plays a pivotal role in managing the temperature and comfort of a vehicle's interior environment. Essentially acting as the heart of the air conditioning system, the compressor is responsible for circulating and pressurizing the refrigerant, which facilitates the transfer of heat from the cabin to the outside environment. This transfer of heat enables the cooling of the cabin air, ensuring a comfortable temperature even in the scorching heat of summer. The compressor's operation is a delicate interplay of mechanical and thermodynamic principles. As the refrigerant flows through the system, the compressor compresses it into a high-pressure, high-temperature gas. This gas is then condensed, releasing heat, and transformed back into a liquid. The liquid refrigerant then expands, absorbing heat and causing the air around it to cool down. This cooled air is then directed into the cabin, providing occupants with a pleasant driving experience, regardless of external weather conditions. For instance, in February 2024, Cummins Engine Components (CEC) launched its first E-compressor for fuel cell engine in Wuxi, China
Passenger cars dominate the market
According to the automotive thermal system market overview, passenger cars encompass a wide spectrum of vehicles designed primarily for the transportation of individuals and small groups. This category includes sedans, hatchbacks, coupes, and even certain types of crossover vehicles. The sheer volume of passenger cars on the roads is immense, reflecting the widespread use of these vehicles for personal transportation. This high demand necessitates sophisticated thermal management systems to ensure not only optimal engine performance but also cabin comfort, especially as passengers spend considerable time inside the vehicle. As consumers increasingly prioritize comfort, convenience, and advanced features, the role of efficient automotive thermal systems becomes more crucial. Moreover, the technological advancements in passenger car design have propelled the integration of cutting-edge thermal technologies. Advanced air conditioning systems, climate control mechanisms, and innovative thermal insulation techniques are all tailored to enhance the driving experience for passengers. For instance, in May 2024, BYD introduced the new Sea Lion O7, an all-electric SUV. It employs a 16-in-1 high-efficiency thermal management integrated module, resulting in an estimated 20% reduction in thermal management power usage.
Asia Pacific exhibits a clear dominance, accounting for the largest automotive thermal system market share
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada), Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others), Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others), Latin America (Brazil, Mexico, and others), and the Middle East and Africa. According to the report, Asia Pacific accounted for the largest market share.
According to the automotive thermal system market statistics, Asia Pacific's escalating manufacturing ecosystem fosters a high demand for advanced thermal management solutions that cater to the diverse needs of vehicles produced in these markets. Moreover, the expanding middle class in many Asia Pacific countries has fueled an increase in automobile ownership. As disposable incomes rise and urbanization continues, there is a growing appetite for vehicles equipped with advanced features and technologies, including efficient thermal systems that enhance driving comfort and efficiency. Moreover, the region's climatic diversity, ranging from tropical to temperate, accentuates the need for reliable thermal management solutions. Efficient air conditioning and climate control systems are essential for maintaining passenger comfort across a wide spectrum of environmental conditions. Furthermore, the Asia Pacific region has become a hotbed for electric vehicle (EV) adoption and innovation. Battery cooling systems and climate control mechanisms for EVs are crucial for ensuring optimal battery performance and maintaining driving range in various weather conditions. For instance, in June 2023, ZF, a technology corporation, unveiled its self-developed thermal management system for electric cars (EVs) at its annual Global Technology Day event in India.
Automotive thermal system companies are investing significantly in research and development to create innovative solutions. This includes developing advanced cooling technologies, more efficient heat exchangers, and smart climate control systems. Companies are working on materials with better thermal conductivity and exploring novel designs to optimize heat dissipation and management. With the rise of electric and hybrid vehicles, companies are tailoring their thermal systems to suit the specific needs of these platforms. This involves designing thermal solutions for battery cooling and temperature management, as well as optimizing thermal efficiency in electric drivetrains to enhance overall performance and longevity. Moreover, leading players are placing a strong emphasis on improving energy efficiency and reducing the environmental impact of their solutions. This includes developing systems that consume less power while delivering optimal performance, as well as integrating waste heat recovery systems to utilize excess heat for improved efficiency.