市场调查报告书
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1569760
到 2030 年汽车电池温度控管系统市场预测:按车辆类型、电池类型、推进类型、电池容量、技术和地区进行的全球分析Automotive Battery Thermal Management System Market Forecasts to 2030 - Global Analysis By Vehicle Type (Passenger Cars and Commercial Vehicles), Battery Type (Conventional and Solid State), Propulsion Type, Battery Capacity, Technology and by Geography |
根据Stratistics MRC预测,2024年全球汽车电池温度控管系统市场规模将达到63.6亿美元,预计2030年将达到168.3亿美元,预测期内复合年增长率为17.6%。
电动和混合动力汽车需要保持电池适当的动作温度,这需要汽车电池温度控管系统(BTMS)。保持电池的安全温度范围对于避免过热或冷却至关重要,过热或冷却可能会降低效能、缩短电池寿命或造成潜在的安全隐患。此外,随着电动车采用量的增加,温度控管系统的开发对于提高电池效率、扩大电动车 (EV) 的续航里程以及确保电动车的整体安全性和可靠性至关重要。
根据国际能源总署(IEA)的数据,2023年全球电动车销量将达到约1,400万辆。到2024年终,电动车销量预计将达到约1700万辆。
电动车 (EV) 的扩张
汽车电池温度控管系统(BTMS)市场主要是由全球向电动车的快速转变所推动的。不断上涨的燃油价格和环境问题导致消费者越来越喜欢电动车(EV)而不是传统的内燃机汽车(ICE)。因此,对有效、可靠的电池管理系统的需求比以往任何时候都更大。电池温度控管透过将电池保持在一定的温度范围内,对于最大限度地提高电动车电池的性能和使用寿命至关重要。它还可以实现稳定的功率输出、快速充电和扩展的续航里程。
整合复杂系统
将强大的 BTMS 整合到电动车中是一个非常困难的过程,需要精确的工程知识和先进的工程技能。整个车辆架构,包括冷却迴路、电力电子设备和电池模组,必须与 BTMS 无缝整合。对于汽车製造商来说,在保持车辆整体效率的同时确保不同组件之间的互通性极其困难。此外,将 BTMS 整合到目前的汽车平臺中需要进行大量的重新设计,这可能会延长开发时间并使流程变得复杂。
快速充电基础设施开发
随着快速充电网路的普及,对能够处理快速充电过程中产生的额外热量的 BTMS 解决方案的需求不断增长。快速充电虽然方便,但可能会导致过热、缩短电池寿命,在最坏的情况下还会带来安全风险。 BTMS製造商有机会开发尖端的冷却系统,能够在快速充电过程中快速有效地散热,确保电池的使用寿命和安全性。此外,BTMS製造商还有机会与电动车充电公司合作,提供整合解决方案,利用快速充电基础设施,在快速充电过程中最大限度地提高电池性能和安全性。
市场停滞与景气衰退
经济衰退或景气衰退可能会对消费者支出和汽车销售产生重大影响。在不确定的经济状况下,消费者和企业可能会推迟或减少购买新车,尤其是需要先进 BTMS 的电动和混合模式。为了应对较低的销售量和盈利,汽车製造商还可能减少研发费用,包括温度控管技术的支出。此外,这种支出的减少可能会阻碍市场扩张并减缓新 BTMS 技术的采用,特别是在不利的经济状况长期持续的情况下。
由于生产延迟、全球供应链中断和原材料短缺,COVID-19 爆发对汽车电池温度控管系统 (BTMS) 市场产生了重大影响。由于封锁和客户需求下降,汽车行业经历了汽车销售下降和製造业放缓。因此,对BTMS等最尖端科技的投资暂时下降。然而,随着世界逐渐从疫情中恢復,人们对更安全、更有效率的电池技术和电动车的兴趣也在增加。此外,随着製造商应对不断变化的消费者需求和不断变化的环境条件,BTMS 市场正在经历復苏的扩张。
预计乘用车市场在预测期内将是最大的市场
占据汽车电池温度控管系统市场最大份额的细分市场是乘用车。这一优势的主要原因是道路上的乘用车数量众多,这与电动和混合动力汽车的日益普及密切相关。这些车辆需要先进的温度控管系统来确保电池寿命和效率。此外,随着乘用车整合越来越复杂的电池系统以满足性能和环境法规,对高效温度控管解决方案的需求日益增长,以将电池保持在理想温度并避免过热。
纯电动车 (BEV) 领域预计在预测期内复合年增长率最高
由于环境法规、电池技术的进步以及消费者对环保交通途径的需求推动电动车(EV)的采用增加,预计电池电动车(BEV)细分市场的复合年增长率最高。此外,由于纯电动车仅依靠电力运行,因此良好的电池热管理对于延长使用寿命、安全性和最佳性能至关重要。因此,纯电动车市场的扩张正在推动对先进温度控管系统的需求,这些系统可以在不同的操作条件下调节电池温度。
亚太地区在汽车电池温度控管系统(BTS)市场中占据最大份额。这种主导地位很大程度上是由于主要汽车製造商的大量存在以及中国、日本和韩国等国家电动车市场的迅速扩大。该地区最先进的汽车基础设施、鼓励使用电动车的政府法规以及对电池研发的大量投资进一步增强了对有效温度控管系统的需求。此外,亚太地区仍然是汽车温度控管解决方案的重要中心,在生产和消费方面均处于市场领先地位。
汽车电池温度控管系统(BTS)市场在欧洲地区呈现最高的成长率。欧洲不断加强的永续性努力和更严格的排放气体法规正在推动电动车(EV)以及先进温度控管系统的采用,这是这一增长的主要推动力。欧盟 (EU) 减少碳排放和推广绿色技术的积极目标加速了电池温度控管解决方案的开发和部署。此外,来自德国、法国和英国的顶级汽车製造商和技术创新者对电动车技术和温度控管突破的大量投资也支持了该地区市场的强劲成长。
According to Stratistics MRC, the Global Automotive Battery Thermal Management System Market is accounted for $6.36 billion in 2024 and is expected to reach $16.83 billion by 2030 growing at a CAGR of 17.6% during the forecast period. The proper operating temperature of batteries in electric and hybrid vehicles must be maintained, and this requires an automotive battery thermal management system, or BTMS. Maintaining a safe temperature range for the battery is crucial as it avoids overheating or cooling down, which can result in decreased performance, shortened battery life, or even potential safety hazards. Moreover, the development of thermal management systems is essential to increasing the efficiency of batteries, increasing the range of electric vehicles (EVs), and guaranteeing the general safety and dependability of EVs as EV adoption rises.
According to the International Energy Agency (IEA), global electric car sales reached nearly 14 million in 2023. Electric car sales are projected to reach around 17 million by the end of 2024.
Growing uptake of electric cars (EVs)
The Automotive Battery Thermal Management System (BTMS) Market is primarily driven by the swift global shift towards electric vehicles. Due to growing fuel prices and environmental concerns, consumers are favoring electric vehicles (EVs) over conventional internal combustion engine (ICE) vehicles more and more. As a result, there is a greater need than ever for effective and dependable battery management systems. As it helps keep the battery within a certain temperature range, battery thermal management is crucial to maximizing the performance and lifespan of EV batteries. Additionally, this ensures consistent power output, quicker charging, and an extended driving range.
Integration of systems complexity
It is an extremely difficult process that calls for precise engineering knowledge and advanced engineering skills to integrate a strong BTMS into electric vehicles. The entire architecture of the car, including the cooling circuits, power electronics, and battery modules, must be seamlessly integrated with the BTMS. For automakers, ensuring interoperability amongst different components while preserving the vehicle's overall efficiency can be quite difficult. Furthermore, significant redesign work is needed to integrate BTMS into current vehicle platforms, which can lengthen development times and complicate the process.
Infrastructure development for fast charging
There is a growing need for BTMS solutions that can handle the extra heat produced during rapid charging as fast-charging networks become more widely used. While convenient, fast charging has the potential to shorten battery life by causing overheating or, in the worst case, pose safety risks. The chance exists for BTMS manufacturers to create cutting-edge cooling systems that can swiftly and effectively dissipate heat during fast charging sessions, guaranteeing the battery's longevity and safety. Moreover, BTMS manufacturers have the chance to collaborate with EV charging companies to offer integrated solutions that maximize battery performance and safety during high-speed charging owing to the fast charging infrastructure.
Market stagnation and economic downturn
Recessions and downturns in the economy can have a big effect on consumer spending and auto sales. Consumers and companies may postpone or cut back on purchases of new cars, especially electric and hybrid models that call for sophisticated BTMS, during uncertain economic times. In response to lower sales and profitability, automakers may also reduce their research and development (R&D) spending, including expenditures for thermal management technologies. Additionally, this decreased spending has the potential to impede market expansion and slow the adoption of new BTMS technologies, especially if unfavorable economic conditions persist for an extended length of time.
Due to production delays, disruptions in global supply chains, and shortages of raw materials, the COVID-19 pandemic had a major effect on the automotive battery thermal management system (BTMS) market. Lockdowns and lower customer demand caused the automotive industry to experience lower car sales and manufacturing slowdowns. As a result, investments in cutting-edge technologies, like BTMS, temporarily decreased. But as the globe slowly heals, the pandemic has also boosted interest in safer and more efficient battery technology as well as the adoption of electric vehicles. Furthermore, this has rekindled the market for BTMS expansion as manufacturers adjust to changing consumer demands and changing environmental conditions.
The Passenger Cars segment is expected to be the largest during the forecast period
The market segment with the largest share in the automotive battery thermal management system market is passenger cars. The primary reason for this dominance is the large number of passenger cars on the road, which goes hand in hand with the growing popularity of electric and hybrid vehicles. These vehicles need sophisticated thermal management systems to guarantee the longevity and efficiency of their batteries. Additionally, there is a growing need for efficient thermal management solutions that keep batteries at the ideal temperature and avoid overheating as passenger cars integrate increasingly complex battery systems to satisfy performance and environmental regulations.
The Battery Electric Vehicle (BEV) segment is expected to have the highest CAGR during the forecast period
The battery electric vehicle (BEV) segment is anticipated to have the highest CAGR due to rising adoption of electric vehicles (EVs) brought about by environmental regulations, battery technology advancements, and consumer demand for environmentally friendly transportation options, BEVs are predicted to grow rapidly. Moreover, because BEVs only run on electricity, it's essential to manage the heat in their batteries well in order to maintain longevity, safety, and optimal performance. As a result, the expanding market for BEVs is driving up demand for sophisticated thermal management systems that can regulate battery temperatures under a range of operating situations.
In the Automotive Battery Thermal Management System (BTS) market, the Asia-Pacific region has the largest market share. Major automakers heavy presence and the quickly expanding electric vehicle market in nations like China, Japan, and South Korea are the main causes of this dominance. The need for effective thermal management systems is further fueled by the region's cutting-edge automotive infrastructure, encouraging government regulations encouraging the use of electric vehicles, and significant investments in battery research and development. Furthermore, as the market leader in terms of both production and consumption, the Asia-Pacific area continues to be a vital hub for automotive thermal management solutions.
The automotive battery thermal management system (BTS) market is growing at the highest growth rate in the Europe region. The adoption of electric vehicles (EVs) and, by extension, sophisticated thermal management systems is being propelled by Europe's stronger commitment to sustainability and more stringent emissions regulations, which are largely responsible for this growth. Battery thermal management solution development and implementation are accelerating due to the European Union's aggressive targets for cutting carbon emissions and promoting green technologies. Moreover, the strong market growth in the region is also being aided by significant investments being made in EV technology and thermal management breakthroughs by top automakers and technological innovators in nations like Germany, France, and the UK.
Key players in the market
Some of the key players in Automotive Battery Thermal Management System market include LG Chem Ltd., Gentherm Inc, MAHLE GmbH, CapTherm Systems Inc., Robert Bosch GmbH, Hanon Systems, Dana Incorporated, Samsung SDI Co., Ltd, Calsonic Kansei Corporation, Valeo, Continental AG and VOSS Automotive GmbH.
In June 2024, Gentherm and Cognizant sign Agreement for Strategic Product Engineering Services and Development of a New Delivery Center. The global market leader of innovative thermal management and pneumatic comfort technologies for the automotive industry and a leader in medical patient temperature management systems.
In May 2024, LG Chem Ltd. on Wednesday signed an agreement with Saudi Arabia's Alkhorayef Group to build a water treatment plant in the Middle Eastern nation and jointly invest up to 320 million riyal ($85.3 million) in the facility. The plant will produce reverse osmosis (RO) membranes, which are used to remove salts and other minerals from seawater and generate potable water, starting in 2026.
In April 2024, MAHLE Behr GmbH & Co. KG, a subsidiary of MAHLE Group, and HELLA GmbH & Co. KGaA successfully completed the sale of their respective 50 percent stake in the joint venture Behr-Hella Thermocontrol ("BHTC") to AUO Corporation. The parties had signed an agreement to sell the shares on 2 October 2023; the transaction has now been approved by the relevant authorities. The total purchase price is based on an enterprise value of € 600 million.