市场调查报告书
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1603746
到 2030 年商用车汽车热感系统市场预测:按车辆类型、零件、推进类型、应用和地区进行的全球分析Commercial Vehicle Automotive Thermal System Market Forecasts to 2030 - Global Analysis By Vehicle Type, Component (HVAC, Powertrain Cooling, Fluid Transport and Other Components), Propulsion Type, Application and by Geography |
根据Stratistics MRC的数据,2024年全球商用车热感系统市场规模为183.6亿美元,预计在预测期内复合年增长率为6.33%,到2030年达到265.3亿美元。
商用车的汽车热感系统是控制各种车辆零件温度以确保最大效率和性能的重要组成部分。控制引擎、变速箱和其他动力传动系统总成部件产生的热量是这些系统的关键功能,特别是在用于远距、高负载运输的大型商用车中。热交换器、压缩机、冷凝器和散热器是商用车热感系统的常见组件。这些解决方案有助于减少排放气体、提高燃油效率并控制关键系统的温度以防止过热。
国际能源总署(IEA)预计,在亚洲市场消费增加和欧洲工业需求復苏的推动下,2024年全球天然气需求预计将增加2.5%左右。这是在能源供应不确定和剧烈波动的困难时期之后面临的挑战。
人们对燃油效率的兴趣日益浓厚
随着营运商面临利润微薄和燃料成本增加的困境,商用车的燃油效率也变得越来越重要。因此,製造商投资了尖端的温度控管技术,以提高引擎性能并减少能量损失。整合式热感系统、高效能热交换器和变速冷却风扇等创新技术已被开发出来,以最大限度地提高燃料消耗。此外,车队经理现在正在考虑总拥有成本,其中不仅包括初始购买价格,还包括持续的维护和燃料成本。
热感系统价格高
先进温度控管技术的高价格是限製商用车汽车热感系统市场拓展的最大因素之一。即使製造商努力满足严格的排放气体和燃油经济性目标,先进热感系统所需的初始投资也可能很大。其中许多系统都使用最尖端科技,例如智慧感测器和先进材料,这会增加製造成本。此外,在 60 多种热感系统技术中,只有少数技术因其成本效益而广泛应用。
物联网支援与智慧热感系统的结合
智慧物联网热感系统的结合代表最大的机会之一。这些最先进的系统提供温度控管程序的自适应控制和即时监控,可以显着提高能源效率并减少排放。製造商可以使用物联网技术建立系统,持续评估来自多个感测器的资料,并根据驾驶条件最大限度地提高效能。此外,此功能还有助于预测性维护,使操作员不仅可以提高热感系统的整体效率,还可以在潜在问题变得严重到需要昂贵的维修之前解决它们。
混合动力汽车和电动车的技术难点
随着汽车产业向电动和混合动力汽车发展,製造商在温度控管领域面临重大技术障碍。与传统内燃机 (ICE)动力来源的车辆相比,更大的电池、电力电子设备和马达带来了更复杂的温度控管挑战。例如,电池组在充电和放电期间必须保持在理想温度,以避免可能导致灾难性故障的热失控。此外,电动车的小尺寸使得散热变得更加困难,需要在不牺牲车辆性能或安全性的情况下提供创造性的解决方案。
商用车的汽车热感系统市场受到 COVID-19 大流行的严重影响,对该行业造成了重大干扰。作为导致失业率飙升的更大景气衰退的一部分,美国卡车运输业在 2020 年 4 月的活动下降了 5.8%,失去了超过 88,000 个工作机会。轴荷改革、流动性不足等因素进一步加剧了这些困难,使产业復苏更加困难。然而,随着经济重新开放并开始适应新的营运标准,我们看到对商用车的需求逐渐復苏,特别是对配备尖端温度控管系统、提高效率并符合严格排放标准的商用车的需求。 。
轻型商用车市场预计将在预测期内成为最大的市场
在轻型商用车(LCV)领域,商用车的汽车热感系统市场占最大份额。轻型卡车和货运巴士包含在这一细分市场中,因为它们比中型和重型商用车具有更轻的负载容量和更短的行驶距离。随着人们越来越依赖轻型商用车来实现快速运输,电子商务的繁荣和对有效的最后一哩交付解决方案的需求是推动轻型商用车需求成长的关键因素。此外,与重型汽车相比,轻型商用车被认为是运输乘客和货物的更实惠的选择,从而导致销售增加。
预计流体运输领域在预测期内复合年增长率最高。
流体运输领域预计将在商用车汽车热感系统市场中表现出最高的复合年增长率,因为它在确保许多车辆部件的有效运行方面发挥关键作用。流体传输系统对于控製冷却剂和润滑油等流体的循环至关重要,以保持理想的引擎温度并提高车辆的整体性能。此外,对温度控管系统的不断增长的需求也推动了该市场的成长,这些热管理系统使商用车更加坚固、高效,并在各种环境条件下表现良好。
由于汽车製造业的蓬勃发展和商用车需求的不断增长,亚太地区占据了商用车热感系统的最大市场占有率。大规模的基础设施投资和不断壮大的中阶正在推动汽车销售,使该地区成为全球汽车生产中心,特别是在中国和印度等国家。亚太地区电子商务和物流行业的成长正在推动对配备先进温度控管系统的轻型、中型和重型商用车的需求。此外,支持电动车的政府计划和更严格的排放法规正在鼓励製造商开发和改进热感解决方案。
在预测期内,商用车的汽车热感系统市场预计将以欧洲地区最高的复合年增长率成长。汽车产业技术发展的进步和创新投资的增加是这一成长的主要驱动力。欧洲国家,尤其是德国,以其汽车製造业而闻名,这些产业致力于开发强大且遵守严格排放标准的尖端温度控管系统。此外,随着该地区专注于提高商用车的驾驶员舒适度和安全功能,对先进 HVAC 系统和温度控管解决方案的需求不断增加。
According to Stratistics MRC, the Global Commercial Vehicle Automotive Thermal System Market is accounted for $18.36 billion in 2024 and is expected to reach $26.53 billion by 2030 growing at a CAGR of 6.33% during the forecast period. The Commercial Vehicle Automotive Thermal System is a crucial part of controlling the temperature of different vehicle components to guarantee maximum effectiveness and performance. Controlling the heat produced by engines, transmissions, and other powertrain parts is a critical function of these systems, particularly in heavy-duty commercial vehicles that are used for long-distance and high-load transportation. Heat exchangers, compressors, condensers, and radiators are common parts of commercial vehicles' thermal systems. These solutions aid in reducing emissions, enhancing fuel efficiency, and preventing overheating by controlling the temperature of crucial systems.
According to the International Energy Agency (IEA), global gas demand is anticipated to grow by approximately 2.5% in 2024, driven by increasing consumption in Asian markets and recovering industrial demand in Europe. This follows a challenging period marked by energy supply instability and volatility.
Growing interest in fuel efficiency
Commercial vehicle fuel efficiency has become more and more important as operators deal with tighter profit margins and growing fuel costs. As a result, manufacturers have made investments in cutting-edge thermal management technologies that improve engine performance and reduce energy losses. To maximize fuel consumption, innovations like integrated thermal systems, high-efficiency heat exchangers, and variable-speed cooling fans are being developed. Furthermore, fleet managers are now taking into account the total cost of ownership, which encompasses not only the initial purchase price but also ongoing maintenance and fuel costs.
High price of thermal systems
The high price of sophisticated thermal management technologies is one of the biggest factors limiting the market expansion for commercial vehicle automotive thermal systems. The initial investment needed for advanced thermal systems can be significant, even though manufacturers are working to meet strict emissions and fuel efficiency targets. Cutting-edge technologies like smart sensors and advanced materials are used in many of these systems, which can increase production costs. Additionally, only a small number of the more than 60 thermal system technologies are widely used because of their cost-benefit ratio.
Combining IoT-enabled and smart thermal systems
The combination of intelligent and Internet of Things-enabled thermal systems represents one of the biggest opportunities. These cutting-edge systems can offer adaptive control and real-time monitoring of thermal management procedures, greatly increasing energy efficiency and lowering emissions. Manufacturers can use IoT technologies to create systems that continuously evaluate data from multiple sensors in order to maximize performance depending on the state of operations. Furthermore, this feature helps with predictive maintenance, which enables operators to handle possible problems before they become serious enough to require expensive repairs, in addition to increasing the overall efficiency of thermal systems.
Technological difficulties in hybrid and electric cars
As the automotive sector moves more and more toward electric and hybrid cars, manufacturers face significant technological obstacles in the area of thermal management. Compared to vehicles powered by conventional internal combustion engines (ICE), high-capacity batteries, power electronics, and electric motors present a far more complex heat management challenge. For instance, in order to avoid thermal runaway, which can result in disastrous failures, battery packs must be kept at ideal temperatures during charging and discharging. Moreover, heat dissipation becomes even more difficult in electric vehicles due to their small size, which calls for creative solutions without sacrificing vehicle performance or safety.
The market for automotive thermal systems for commercial vehicles was significantly impacted by the COVID-19 pandemic, which caused major industry disruptions. As part of a larger economic downturn that caused unemployment rates to skyrocket, the U.S. trucking industry witnessed a 5.8% decline in activity, with over 88,000 jobs lost in April 2020. These difficulties were made worse by elements like axle-load reforms and a shortage of liquidity, which made it more difficult for the sector to recover. However, there has been a slow recovery in demand for commercial vehicles as economies have started to reopen and adjust to new operating standards, especially those with cutting-edge thermal management systems that improve efficiency and adhere to strict emissions standards.
The Light Commercial Vehicle segment is expected to be the largest during the forecast period
The market for commercial vehicle automotive thermal systems have largest share in the Light Commercial Vehicle (LCV) segment. Smaller trucks and goods carrier buses, which are mostly used for lighter loads and shorter distances than medium and heavy commercial vehicles, are included in this segment. As businesses increasingly depend on LCVs to enable quick transportation of goods, the e-commerce boom and the need for effective last-mile delivery solutions are major factors driving the growing demand for LCVs. Furthermore, compared to their heavier counterparts, LCVs are thought to be more affordable options for moving both passengers and cargo, which results in higher sales volumes.
The Fluid Transport segment is expected to have the highest CAGR during the forecast period
Due to its crucial role in guaranteeing the effective operation of numerous vehicle components, the Fluid Transport segment is anticipated to show the highest CAGR in the commercial vehicle automotive thermal system market. In order to maintain ideal engine temperatures and improve overall vehicle performance, fluid transport systems are critical for controlling the circulation of fluids like coolant and lubricants. Moreover, the increasing need for thermal management systems that can function well in a variety of environmental settings, improving the robustness and efficiency of commercial vehicles, is another factor driving this market's expansion.
Due to its thriving automotive manufacturing sector and rising demand for commercial vehicles, the Asia-Pacific region commands the largest market share for commercial vehicle automotive thermal systems. With major infrastructure investments and growing middle-class driving vehicle sales, this region has become a global center for automotive production, especially in nations like China and India. The need for light, medium, and heavy commercial vehicles with sophisticated thermal management systems is growing as a result of the growth of the e-commerce and logistics industries in Asia-Pacific. Additionally, manufacturers are also being encouraged to develop and improve their thermal solutions by government programs supporting electric vehicles and strict emissions regulations.
Over the course of the forecast period, the commercial vehicle automotive thermal system market is expected to grow at the highest CAGR in the Europe region. Growing technological developments and increased investments in innovation within the automotive industry are the main drivers of this growth. European nations, especially Germany, are renowned for their robust automotive manufacturing sectors and dedication to creating cutting-edge thermal management systems that adhere to strict emissions standards. Furthermore, increasing demand for advanced HVAC systems and thermal management solutions is the region's emphasis on improving driver comfort and safety features in commercial vehicles.
Key players in the market
Some of the key players in Commercial Vehicle Automotive Thermal System market include BorgWarner Inc., Mahle GmbH, Robert Bosch GmbH., Dana Incorporated, Valeo SA, Gentherm Incorporated, Hanon Systems, Continental AG, Sumitomo Electric Industries, Ltd., Cummins Inc., Schaeffler AG, Eberspacher, Denso Corporation, Eaton Corporation and Visteon Corporation.
In July 2024, Robert Bosch GmbH is emerging as the front-runner to acquire a portfolio of heating and ventilation assets being sold by Johnson Controls International Plc, people with knowledge of the matter said. The German company is in advanced talks on terms of a potential transaction with Johnson Controls and aims to reach an agreement as soon as the next few weeks, the people said, asking not to be identified because the information is private.
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 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.
In February 2024, BorgWarner Inc. announced a strategic relationship agreement with FinDreams Battery, a subsidiary of BYD Company Limited. Under this agreement, BorgWarner will be the only non-OEM localized manufacturer, unaffiliated with FinDreams Battery, with rights to localize LFP battery packs for commercial vehicles utilizing FinDreams Battery blade cells in Europe, the Americas, and select regions of Asia Pacific.