市场调查报告书
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1558359
到 2030 年电动车压缩机市场预测:按组件、类型、应用和地区进行全球分析Electric Vehicle Compressor Market Forecasts to 2030 - Global Analysis By Component (Inverter, Motor and Oil Separator), Type (Screw Compressors, Scroll Compressors, Wobble Compressors and Air E-compressor), Application and By Geography |
根据Stratistics MRC预测,2024年全球电动车压缩机市场规模将达26.8亿美元,预计2030年将达到74.9亿美元,预测期内复合年增长率为18.7%。
电动车 (EV) 压缩机是电动车温度控管系统的关键组件,负责冷却汽车内部并确保最佳电池性能。与传统内燃机汽车不同,电动车压缩机采用电力驱动,可实现独立于引擎转速的高效运作。该系统使用车辆电池的电力来压缩冷媒并使其通过空调系统循环以冷却车辆内部。此外,电动车压缩机在电池组温度管理中发挥关键作用,这对于维持电池效率、寿命和安全性至关重要。
根据美国能源资讯署(EIA)的数据,混合动力汽车、插电式混合动力汽车和纯电动车的销量在美国不断成长,占据了16%的市场占有率。
电动车的普及
随着电动车 (EV) 的普及,电动车压缩机取得了重大进步,这对于电动车的效率和性能至关重要。与传统内燃机不同,电动车需要电动压缩机来控制气候和电池温度控管系统。随着越来越多的消费者和行业采用电动车,对高效、轻巧和可靠的压缩机的需求正在迅速增加。这些压缩机有助于保持最佳的电池温度,这对于最大限度地延长续航里程和电池寿命非常重要。此外,压缩机还透过提供有效的冷却和加热来提高驾驶室舒适度,这对于电动车至关重要,因为电动车缺乏传统汽车所使用的引擎余热。
原料短缺
原料短缺对电动车 (EV) 压缩机的生产有重大影响,而压缩机是电动车管理温度控管系统的关键部件。这些压缩机依赖稀土元素、铝和半导体等特定材料,但由于多种因素的影响,这些材料供不应求。全球供应链中断、地缘政治紧张局势以及各行业需求增加正在加剧这些材料的短缺。因此,製造商在采购足够的原材料方面面临挑战,导致生产延误和成本增加。这种短缺不仅阻碍了电动车压缩机的及时生产,还威胁到更广泛的电动车供应链,可能会减缓电动车的普及。
充电基础设施的成长
随着充电站变得更加普遍和更快,电动车压缩机将能够透过在快速充电期间保持最佳的电池和马达温度来更有效地运作。快速充电会产生更多热量,需要强大的温度控管。此外,随着充电基础设施的发展,旅行时间变得越来越长,电动车的使用也越来越广泛,这增加了对能够应对长期驾驶压力的耐用、高效压缩机的需求。此外,先进的充电网路将推动高性能电动车的采用,并需要更先进的压缩机来满足其先进的电力需求。
监管和环境挑战
监管和环境挑战是电动车 (EV) 压缩机开发和广泛采用的主要障碍。由于排放气体法规日益严格,压缩机必须满足日益严格的效率和环境标准,导致开发成本和设计复杂性增加。推动全球暖化潜力较低的环保冷媒带来了挑战,因为这些替代品通常需要更先进和更昂贵的材料。法规因地区而异,使得电动车压缩机的全球标准化变得复杂,并增加了合规成本。
由于全球供应炼和製造中断,COVID-19 大流行对电动车 (EV) 压缩机市场产生了重大影响。封锁和限制迫使工厂关闭和生产延迟,导致包括电动车压缩机在内的关键零件短缺。短缺影响了电动车的生产计划,导致交货延误和成本增加。疫情期间的经济不确定性导致消费者对电动车的需求下降,进一步对市场造成压力。
预计油分离器部分在预测期内将是最大的
油分离器业务预计将成为预测期内最大的业务。在对电动车空调系统至关重要的电动车压缩机中,油分离器可透过在冷媒重新进入系统之前去除冷媒中的油来确保压缩机的平稳运行。这种分离对于防止油污染导致效率低下、磨损增加以及对压缩机的潜在损坏至关重要。透过有效去除油,油分离器有助于保持最佳的压缩机性能、降低能耗并延长压缩机寿命。
空调产业预计在预测期内复合年增长率最高
预计空调产业在预测期内复合年增长率最高。随着电动车变得越来越流行,对先进空调系统的需求日益增长,这些系统可以有效管理车辆内部温度,同时又不影响车辆电池寿命。现代电动车压缩机采用变排量和电力驱动马达等先进技术,设计得更紧凑、节能。这些创新使压缩机能够根据车辆的需求即时调整冷却功率,从而优化能源消耗。
在整个估计期间,北美地区占据了最大的市场份额。随着汽车製造商和消费者都优先考虑降低能耗和最大化性能,对先进电动车压缩机的需求正在迅速增长。这些组件对于管理电动车的空调和冷却系统至关重要,对于提高车辆整体效率也至关重要。在更严格的排放法规和日益向永续交通转变的推动下,北美汽车产业正在全部区域大力投资创新压缩机技术。这项投资正在促进符合该地区环境目标的高性能、节能压缩机的开发。
预计欧洲地区在预测期内将实现盈利成长。欧盟绿色交易和 Fit for 55 计画等欧洲政策旨在减少碳排放并鼓励采用电动车。这些法规推动了对先进电动车零件(包括压缩机)的需求,这对于维持电力传动系统的最佳性能和效率至关重要。此外,针对製造商和消费者的大量补贴和税收减免正在进一步加速地区成长。透过实施这些法规,欧洲不仅促进了汽车产业的创新和永续性,也将自己定位为全球转向绿色交通解决方案的领导者。
According to Stratistics MRC, the Global Electric Vehicle Compressor Market is accounted for $2.68 billion in 2024 and is expected to reach $7.49 billion by 2030 growing at a CAGR of 18.7% during the forecast period. An Electric Vehicle (EV) compressor is a critical component in an EV's thermal management system, responsible for cooling the cabin and ensuring optimal battery performance. Unlike traditional internal combustion engine vehicles, EV compressors are electrically driven, which allows for efficient operation independent of engine speed. This system uses electricity from the vehicle's battery to compress refrigerant, which is then circulated through the air conditioning system to cool the cabin. Additionally, EV compressors play a crucial role in managing the temperature of the battery pack, which is essential for maintaining battery efficiency, longevity, and safety.
According to U.S. Energy Information Administration (EIA), the sales of hybrid, plug-in hybrid, and battery electric vehicles increased and accounted for 16% of the market share in USA.
Rising adoption of electric vehicles
The rising adoption of electric vehicles (EVs) is driving significant advancements in electric vehicle compressors, which are crucial for the efficiency and performance of EVs. Unlike traditional internal combustion engines, EVs require electric compressors for climate control and battery thermal management systems. As more consumers and industries embrace EVs, the demand for efficient, lightweight, and reliable compressors has surged. These compressors help maintain optimal battery temperatures, which is critical for maximizing range and battery life. Additionally, they contribute to cabin comfort by providing effective cooling and heating, essential for electric vehicles, which lack the residual engine heat used by conventional vehicles.
Raw material shortages
Raw material shortages are significantly impacting the production of electric vehicle (EV) compressors, a crucial component in EVs that manages thermal management systems. These compressors rely on specific materials like rare earth metals, aluminum, and semiconductors, which are in short supply due to a combination of factors. Global supply chain disruptions, geopolitical tensions, and increased demand from various industries have exacerbated the scarcity of these materials. As a result, manufacturers face challenges in sourcing enough raw materials, leading to production delays and increased costs. This shortage not only hampers the timely manufacturing of EV compressors but also threatens the broader EV supply chain, potentially slowing the adoption of electric vehicles.
Growth in charging infrastructure
As charging stations become more widespread and faster, EV compressors can operate more effectively by maintaining optimal battery and motor temperatures during rapid charging sessions. This is vital as faster charging generates more heat, necessitating robust thermal management. Improved charging infrastructure also facilitates longer journeys and more extensive use of EVs, increasing the demand for durable and efficient compressors that can handle the stress of prolonged operation. Additionally, advanced charging networks encourage the adoption of high-performance EVs, which require more sophisticated compressors to support their enhanced power needs.
Regulatory and environmental challenges
Regulatory and environmental challenges significantly hinder the development and adoption of Electric Vehicle (EV) compressors. Stricter emissions regulations demand that these compressors meet increasingly stringent efficiency and environmental standards, leading to higher development costs and complexities in design. The push for eco-friendly refrigerants, which have lower global warming potential, poses a challenge as these alternatives often require more advanced and costly materials. Regulations vary across regions, complicating the global standardization of EV compressors and increasing compliance costs.
The COVID-19 pandemic significantly impacted the electric vehicle (EV) compressor market due to disruptions in global supply chains and manufacturing. Lockdowns and restrictions led to factory closures and delays in production, causing a shortage of key components, including EV compressors. This shortage affected the production schedules of electric vehicles, leading to delayed deliveries and increased costs. The economic uncertainty during the pandemic caused a dip in consumer demand for electric vehicles, further straining the market.
The Oil Separator segment is expected to be the largest during the forecast period
Oil Separator segment is expected to be the largest during the forecast period. In EV compressors, which are pivotal for the climate control systems of electric vehicles, the Oil Separator ensures that the compressor operates smoothly by removing oil from the refrigerant before it re-enters the system. This separation is vital as it prevents oil contamination, which can lead to inefficiencies, increased wear, and potential damage to the compressor. By effectively removing oil, the Oil Separator helps maintain optimal compressor performance, reduces energy consumption, and extends the lifespan of the compressor.
The Air Conditioning segment is expected to have the highest CAGR during the forecast period
Air Conditioning segment is expected to have the highest CAGR during the forecast period. As EVs become more prevalent, there's a growing need for sophisticated air conditioning systems that can efficiently manage cabin temperature without compromising the vehicle's battery life. Modern EV compressors are designed to be more compact and energy-efficient, using advanced technologies such as variable displacement and electric drive motors. These innovations allow the compressors to adjust cooling power in real-time based on the vehicle's needs, thereby optimizing energy consumption.
North America region commanded the largest share of the market over the extrapolated period of time. As automakers and consumers alike prioritize reducing energy consumption and maximizing performance, the demand for advanced EV compressors has surged. These components, crucial for managing the air conditioning and cooling systems in electric vehicles, are pivotal in enhancing overall vehicle efficiency. North America's automotive industry, driven by stringent emissions regulations and a growing shift towards sustainable transportation, is investing heavily in innovative compressor technologies across the region. This investment is fostering the development of high-performance, energy-efficient compressors that align with the region's environmental goals.
Europe region is estimated to witness profitable growth during the projected period. European policies, such as the European Union's Green Deal and the Fit for 55 package, aim to reduce carbon emissions and promote the adoption of electric vehicles. These regulations drive demand for advanced EV components, including compressors, which are essential for maintaining optimal performance and efficiency in electric drivetrains. Additionally, substantial subsidies and tax breaks for manufacturers and consumers further accelerate regional growth. By enforcing these regulations, Europe not only encourages technological innovation and sustainability in the automotive sector but also positions itself as a leader in the global shift towards greener transportation solutions.
Key players in the market
Some of the key players in Electric Vehicle Compressor market include BorgWarner Inc., Brose Fahrzeugteile GmbH & Co. Kg, Continental AG, Denso Corporation, Hanon Systems, HELLA GmbH & Co. KGaA, MAHLE GmbH, Marelli Corporation, Toyota Industries Corporation, Robert Bosch GmbH and Sanden Corporation.
In September 2023, Denso Corporation announced that it has developed Everycool, an advanced cooling system for commercial vehicles. The product features an electric compressor specially developed for heat exchange operations.
In July 2022, Toyota Industries Corporation announced expansion of its manufacturing units at various locations. It will increase the capacity of the machining line of its Higashiura Plant and its Chinese subsidiary TACK 1, and construct a 10-million-unit global production capacity.
In March 2022, Mahle GmbH announced expansion of its aftermarket product portfolio including compressors and indirect air conditioning condensers. The company aims at easier availability of products for workshops operating in maintenance of thermal management systems in hybrid and electric vehicles.