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市场调查报告书
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1521106

电动车电池热感介面解决方案市场 - 2024 年至 2029 年预测

Thermal Interface Solutions Market for EV Battery - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 142 Pages | 商品交期: 最快1-2个工作天内

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简介目录

全球电动车电池热感界面解决方案市场预计在预测期内（2024-2029年）复合年增长率为12.65%。

随着电动车产业的扩张，电池热管理已成为需要解决的重要议题。电池充电和放电时，电池组内会产生热量。将电池组保持在常温下可以显着提高其性能。这包括两个重要的问题：运作效率和充电速度。

介面材质可消除电池组电芯的多余热量，调节电池温度，改善电池功能，并延长电池寿命。定制的导热间隙填充物充当散热器，将热量从电池中带走。由于硬度、表面黏性和衬垫适合各种应用，多家公司提供了产品线和解决方案，为电动车电池模组提供理想的电动车电池热感介面解决方案。精密模切热感介面材料也有助于调节和引导电动车电池组件之间的热传递。

包括特斯拉、比亚迪和大众在内的许多製造商都宣称，他们的目标是从一个电池组中的大量模组转向单一电池组。这消除或减少了对电池组中多种材料的需求，例如模组外壳、冷却水管线和模组互连件。儘管可以移除许多部件，但仍需要热感界面材料 (TIM)，因为始终需要某种形式的热量从电池传输到温度控管系统。即使每辆车的 TIM 用量减少，对温度控管的整体关注和电动车行业的快速崛起将推动对 TIM 的需求，从而成为最有前途的市场之一。

全球电动汽车电池热感界面解决方案市场的驱动因素

  • 电动汽车电池热感界面解决方案的产品开发可改善温度控管、电池寿命和耐用性。因此，电动车中安装的不同电池配置由特定係统管理，从而实现高效整合。它还提高了安全性，例如防火性和热失控预防，这对电动车很重要。例如，Saint-Gobain Tape Solutions 的 ThermaCool TC2006 是一种低成本、柔软的陶瓷填充硅橡胶，通常两侧都配有 PET离型纸。这种材料具有天然黏性，并且透过宽的堆迭公差在压缩时表现良好，而零件上的力很小。

此外，Loctite TLB 9300 APSi是汉高的双组分聚氨酯导热黏剂，具有3W/mK的高导热率、适中的黏度和自流平性能。非常适合粘合电池单元和模组或直接粘合到冷却系统。除了散热性能外，它还提供良好的电绝缘性和对多种基材的黏合力。它是一种在室温下固化且无需能源的绿色解决方案，可帮助客户实现更低排放、更高效率和改善工作场所安全的永续发展目标。

此外，杜邦还提供BETATECH TIM，这是一种1K或2K溶剂型导热聚氨酯材料，涂布电池模组和散热器之间。该产品为汽车电气化、无人驾驶汽车、连接和架构提供单一包装解决方案。这些发展提高了可用性并提高了电动车电池的标准。

  • 目前，EVB仅使用锂离子电池，而这一趋势预计将持续下去。此外，製造商在开发和部署锂离子电池等电池系统时会考虑生命週期管理问题，包括维修、再利用、回收和处置。此后，随着电池需求呈指数级增长，电动车电池热感界面解决方案的使用也将增加。 IEA预计，由于电动乘用车销量增加，2022年汽车锂离子使用量将成长近65%，达到550MWH。

同时，中国汽车电池的需求成长了70%以上，电动车销量从2022年到2021年成长了80%。然而，电池需求的成长被插电式混合动力汽车份额的成长部分抵消。 2022年美国汽车电池消费量成长近80%，但电动车销量成长近55%。纯电动车和插电式混合动力车的全球销量正在超过混合动力车，因此纯电动车和插电式混合动力车的电池性能正在提高，从而推动了电池需求。

全球电动汽车电池热感界面解决方案市场细分：

  • 商用车是成长最快的细分市场之一。

商用车是电动车电池热感介面解决方案市场上开拓最快的类别之一。这种扩张是由全球越来越多地使用电动巴士、卡车和送货车辆所推动的。政府已核准FAME印度计画第二阶段，为期五年，从2019年4月1日至2024年3月31日，预算拨款总额为1000亿印度卢比。这一阶段将重点放在透过提供购买电动车（二轮车、三轮车、四轮车、电动公车）的激励措施来促进大众交通工具和共用交通的电气化。

此外，根据国际能源总署（IEA）的数据，2022年全球将销售约6.6万辆电动客车和6万辆中重型卡车，约占客车总销量的4.5%，约占客车销量的1.2%。销量。中国继续主导电动（和燃料电池）卡车和巴士的製造和销售。 2022年，中国将销售5.4万辆新电动客车和5.2万辆电动中重型卡车，分别占总销量的18%和4%，约占全球销量的80%和85%。此外，中国品牌被列为拉丁美洲、北美和欧洲客车和卡车市场的领导品牌。

由于扩张，商用电动车产业需要导热层形式的先进温度控管技术，以更好地处理大型电池的热量。相反，这些解决方案对于提高生产力、确保品质和遵守安全行业标准至关重要。这项发展为拥有适合商用电动车的热感界面材料的公司带来了巨大的机会。

  • 亚太地区的电动车电池市场预计将大幅成长。

中国和印度等亚太地区的大多数电动车市场预计将推动未来电动车电池热感介面解决方案的需求。可再生能源政策，特别是永续能源，以及温度控管方面令人印象深刻的创新正在受到政府奖励的推动。同时，电动车电池生产的投资对成长阶段产生了重大影响。例如，全资电动车子公司 GFCL EV Products Ltd 计划从 2024 年 2 月开始的未来四到五年内投资 600 亿印度卢比。这将使该公司每年生产约200 GWh的电动车电池系统和能源储存系统。

儘管如此，根据IEA的数据，约95%的电动车（LDV）磷酸锂电池来自中国，其中比亚迪占最大份额，占50%。特斯拉的贡献将为15%，磷酸铁锂电池的比例将从2021年的20%上升到2022年的30%。因此，配备磷酸铁锂电池的汽车中约有85%是特斯拉汽车，其中大部分是在中国生产的。这进一步证明，透过散热提高电池性能和安全性的努力将为产业带来创新和投资。亚太地区有多个因素推动了热感界面技术开发的需求，例如环境问题和电动车基础设施建设。

全球电动汽车电池热感界面解决方案市场的主要发展：

  • 2023 年 5 月，汉高透过新型可注射导热黏剂扩展了其电动车电池系统解决方案的产品范围。新型黏剂Loctite TLB 9300 APSi 可为电池系统提供结构黏合和导热性。
  • 2021年9月，雷诺为其位于法国北部莫伯日和杜埃的生产基地选择了杜邦的BETATECH热感界面材料（TIM）。用于电动车製造的 BETATECH TIM 于 2021 年初开始交付。 BETATECH TIM 有效管理电动车充电和驱动时高密度电池产生的热量。

全球电动汽车电池热感界面解决方案市场细分为：

按车型

  • 客车
  • 商用车

按地区

  • 北美洲
  • 美国
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 南美洲其他地区
  • 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 其他欧洲国家
  • 中东/非洲
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 其他中东/非洲
  • 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 台湾
  • 泰国
  • 印尼
  • 其他亚太地区

目录

第一章简介

  • 市场概况
  • 市场定义
  • 调查范围
  • 市场区隔
  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要利益

第二章调查方法

  • 研究设计
  • 调查过程

第三章执行摘要

  • 主要发现
  • 分析师观点

第四章市场动态

  • 市场驱动因素
    • 电动车的扩张
    • 政府政策和奖励
  • 市场限制因素
    • 供应链限制
    • 技术限制
  • 波特五力分析
  • 产业价值链分析

第五章全球电动车电池热感介面解决方案市场：按车型分类

  • 介绍
  • 客车
  • 商用车

第六章全球电动车电池热感介面解决方案市场：按地区

  • 世界概况
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地区
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 义大利
    • 西班牙
    • 其他欧洲国家地区
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他中东/非洲地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 台湾
    • 泰国
    • 印尼
    • 其他亚太地区

第七章竞争环境及分析

  • 主要企业及策略分析
  • 市场占有率分析
  • 合併、收购、协议和合作
  • 竞争对手仪表板

第八章 公司简介

  • Saint-Gobain Tape Solutions
  • Shenzhen FRD Science & Technology Co., Ltd.
  • JBC Technologies
  • Avery Dennison
  • Graco Inc.
  • DuPont
  • Henkel
  • Shin-Etsu Chemicals
  • Jones Tech
  • Parker Hannifin
简介目录
Product Code: KSI061616965

The global thermal interface solutions market for EV batteries is anticipated to grow at a CAGR of 12.65% during the forecast period (2024-2029).

The electric car industry is expanding, and battery temperature management has emerged as a critical issue that must be addressed. Heat is generated within the battery pack while the battery is charged and discharged. Keeping the battery pack at a normal temperature can significantly increase its performance. This incorporates two key concerns: operating efficiency and charging speed.

Interface materials remove excess heat from battery pack cells, which regulates battery temperature, improves battery functioning, and extends battery life. These thermally conductive gap fillers that can be tailored to each application act as heat sinks to conduct heat away from the battery. Since hardness, surface tack, and liner are suitable for various applications, several companies offer product lines and solutions to provide the ideal thermal interface solutions for EV battery modules. Precision die-cut thermal interface materials can also assist in regulating and guiding heat movement between and out of EV battery components.

Many manufacturers, including Tesla, BYD, and Volkswagen, have declared their aim to transition away from many modules in a pack and towards cell-to-pack choices. This eliminates or decreases the requirement for several of the materials found in battery packs, including module housings, coolant lines, and module interconnects. While numerous components may be deleted, thermal interface materials (TIMs) remain necessary because transporting heat from the cells to the thermal management system is always required in some manner. Even if the amount of TIM per vehicle decreases, the overall emphasis on thermal management and the rapidly rising EV industry will boost demand for TIMs, resulting in one of the greatest prospective markets.

GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY DRIVERS:

  • Thermal Interface Solutions for EV batteries product development improves heat management, battery longevity, and durability. Hence, various configurations of batteries in EVs are managed by specific systems, making them efficient in integration. They also improve safety features such as fire resistance and prevention of thermal runaway, which are significant for EVs. For instance, ThermaCool TC2006, offered by Saint-Gobain Tape Solutions, is a low-cost, soft ceramic-filled silicone elastomer that normally comes with a PET release liner on both sides. The substance is innately sticky and performs well in compression throughout a wide range of stack-up tolerances with little force applied to components.

Besides this, Loctite TLB 9300 APSi is a two-component polyurethane thermally conductive adhesive with a high thermal conductivity of 3 W/mK, moderate viscosity, and self-leveling properties offered by Henkel. It is ideal for gluing battery cells to modules or directly to cooling systems. Apart from the heat dissipation characteristic, it provides fine electrical insulation and adhesion to several substrates. Since it is a green solution that cures at room temperature and does not require energy, it helps the clients achieve their sustainable development goal of low emissions, high efficiency, and enhanced workspace safety.

Additionally, DuPont offers BETATECH TIM, a 1K or 2K solvent-based thermal-conductive polyurethane material to be applied between the battery module and the heatsink. The product offers one package solution for the following sectors: vehicle electrification, driverless cars, connectivity, and mobility architecture. Altogether, these developments contribute to increased usability and raise the bar in the context of the batteries of electric vehicles.

  • Currently, EVBs only use Lithium-ion batteries, and this trend is projected to continue. Additionally, issues concerning the life cycle management of such systems that include repair, reuse, recycling, and disposal are considered by manufacturers while developing and deploying battery systems like LIBs. Following this, with the increasing demand for batteries being exponential, the use of thermal interface solutions for EV batteries will also increase. The IEA estimates that auto Li-ion use has increased by almost 65% to 550 MWH in 2022 because of the increased sales of electric passenger vehicles in 2022.

Along with this, the battery demand for cars expanded by over 70% in China, and electric car sales increased by 80 % from 2022 to 2021. However, the battery demand rise was partially compensated by a greater share of PHEVs. Battery consumption for automobiles in the United States rose by nearly 80% in 2022, when electric car sales only managed a rise of nearly 55%. The global sales of BEV and PHEV are overtaking HEV, and because of this, the battery capabilities of BEV and PHEV are increasing, which in turn fuels the battery requirement.

GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY SEGMENT ANALYSIS:

  • Based on vehicle type, commercial vehicles are one of the fastest-growing segments.

Commercial vehicles are among the most rapidly developing categories in the thermal interface solutions market for EV batteries. This expansion is driven by increased global use of electric buses, lorries, and delivery vehicles. The government approved Phase II of the FAME India Scheme for five years, beginning April 1, 2019, and ending March 31, 2024, with a total budgetary contribution of INR 10,000 crore, as stated by the PIB. This phase focuses on promoting public and shared transport electrification by offering incentives for acquiring electric vehicles (2-wheelers, 3-wheelers, 4-wheelers, and electric buses).

In addition to this, as per the International Energy Agency, in 2022, almost 66,000 electric buses and 60,000 medium- and heavy-duty trucks were sold globally, accounting for around 4.5% of total bus sales and 1.2% of total truck sales. China continues to dominate the manufacture and sales of electric (and fuel cell) trucks and buses. In 2022, 54,000 new electric buses and 52,000 electric medium- and heavy-duty trucks were sold in China, accounting for 18% and 4% of overall sales and about 80% and 85% of global sales, respectively. Additionally, it was stated that Chinese brands are market leaders in Latin America, North America, and Europe's bus and truck markets.

As a consequence of the expansion, the commercial electric vehicle industry demands advanced heat management technologies in the shape of thermal conductive layers to properly address heat from the bigger batteries. These solutions are rather essential for increasing productivity, ensuring quality, and adherence to industry standards regarding safety. This development suggests that there could be huge opportunities for those companies that deal in thermal interface materials, which are most suitable for commercial EVs.

  • Asia Pacific's Thermal interface solutions market for EV batteries is anticipated to grow significantly.

Most of the electric car markets, like China and India in the Asia-Pacific region, are expected to boost the thermal interface solutions demand in the future. Policies on renewable energy, especially on sustainable energy, and the impressive technological innovations in thermal management are being propelled by incentives from the government. Along with this, investment in EV battery production has remarkably influenced growth aspects. For instance, in the case of its wholly owned electric vehicle subsidiary GFCL EV Products Ltd has planned to invest INR 6000 Crores over the next 4-5 years from February 2024. This would enable the production of battery systems for electric vehicles and energy storage systems to about 200 GWh annually.

Nonetheless, as per the IEA, about 95% of the lithium-ion phosphate batteries for electric LDVs (Light-Duty Vehicles) were sourced from China, and BYD holds the largest market share of 50%. Tesla contributed 15%, with its proportion of LFP batteries rising from 20% in 2021 to 30% in 2022. Thus, about 85% of cars equipped with LFP batteries are Tesla cars, most of which were produced in China. This has further proven that efforts to increase battery performance and safety by dissipating heat can bring innovation and investment to the industry. Comprehensively, several factors in Asia Pacific raise the demand for thermal interface technology development, such as environmental issues and the construction of the related electric car infrastructure.

Global Thermal Interface Solutions Market for EV Battery Key Developments:

  • In May 2023, Henkel expanded its EV battery system solution offering with a novel injectable thermally conductive glue. The new adhesive, Loctite TLB 9300 APSi, offers structural bonding and thermal conductivity in the battery system.
  • In September 2021, Renault selected DuPont's BETATECH thermal interface material (TIM) for its production sites in Maubeuge and Douai, northern France. The delivery of BETATECH TIM for EV manufacturing began in early 2021. BETATECH TIM effectively manages heat from high-density batteries during EV charging and operation.

The global thermal interface solutions market for EV batteries is segmented and analyzed as follows:

By Vehicle Type

  • Passenger Car
  • Commercial Vehicle

By Geography

  • North America
  • United States
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Rest of South America
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Growing Adoption of Electric Vehicles
    • 4.1.2. Government Policies and Incentives
  • 4.2. Market Restraints
    • 4.2.1. Supply Chain Constraints
    • 4.2.2. Technological Limitations
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY BY VEHICLE TYPE

  • 5.1. Introduction
  • 5.2. Passenger Cars
  • 5.3. Commercial Vehicles

6. GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY BY GEOGRAPHY

  • 6.1. Global Overview
  • 6.2. North America
    • 6.2.1. United States
    • 6.2.2. Canada
    • 6.2.3. Mexico
  • 6.3. South America
    • 6.3.1. Brazil
    • 6.3.2. Argentina
    • 6.3.3. Rest of South America
  • 6.4. Europe
    • 6.4.1. United Kingdom
    • 6.4.2. Germany
    • 6.4.3. France
    • 6.4.4. Italy
    • 6.4.5. Spain
    • 6.4.6. Rest of Europe
  • 6.5. Middle East and Africa
    • 6.5.1. Saudi Arabia
    • 6.5.2. United Arab Emirates
    • 6.5.3. Rest of Middle East and Africa
  • 6.6. Asia-Pacific
    • 6.6.1. China
    • 6.6.2. India
    • 6.6.3. Japan
    • 6.6.4. South Korea
    • 6.6.5. Taiwan
    • 6.6.6. Thailand
    • 6.6.7. Indonesia
    • 6.6.8. Rest of Asia-Pacific

7. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 7.1. Major Players and Strategy Analysis
  • 7.2. Market Share Analysis
  • 7.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 7.4. Competitive Dashboard

8. COMPANY PROFILES

  • 8.1. Saint-Gobain Tape Solutions
  • 8.2. Shenzhen FRD Science & Technology Co., Ltd.
  • 8.3. JBC Technologies
  • 8.4. Avery Dennison
  • 8.5. Graco Inc.
  • 8.6. DuPont
  • 8.7. Henkel
  • 8.8. Shin-Etsu Chemicals
  • 8.9. Jones Tech
  • 8.10. Parker Hannifin