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市场调查报告书
商品编码
1494430
北美电动车电池浸入式冷却市场预测至 2030 年 - 区域分析 - 按类型(单相浸入式冷却和两相浸入式冷却)和冷却液类型(矿物油、合成油等)North America Immersion Cooling for EV Batteries Market Forecast to 2030 - Regional Analysis - By Type (Single-Phase Immersion Cooling and Two-Phase Immersion Cooling) and Cooling Fluid Type (Mineral Oil, Synthetic Oil, and Others) |
2026年北美电动车电池浸入式冷却市场价值为470万美元,预计2030年将达到6,110万美元;预计2026年至2030年复合年增长率为89.9%。
电动车需求不断增长推动北美电动车电池浸入式冷却市场
由于人们对环境保护的担忧以及有利于采用低排放或零排放汽车的政府政策,电动车(EV)的销售正在激增。此外,各国政府正在向公民提供补贴和退税,以增加电动车的采用。政府当局正在采取各种措施在全球推广电动车。美国几个州正在采取措施,提供财政激励措施,包括回扣、税收抵免和註册费减免,从而促进电动车在该国的采用。例如,2021 年,科罗拉多州政府为购买轻型电动车提供 4,000 美元的税收抵免。同样,康乃狄克州政府同意将电动车的两年车辆登记费降低至 38 美元。此类政府措施正在增加对电动车的需求,从而导致全球电动车销量的增加。根据IEA年度《全球电动车展望》,2022年全球电动车销量将超过1,000万辆,预计2023年将成长35%,达到1,400万辆。因此,电动车销量的成长推动了对电池的需求,这些电池必须保持低温,以便在车辆的整个生命週期中发挥最佳性能。这项因素正在推动北美电动车电池浸入式冷却市场的成长。
北美电动车电池浸没式冷却市场概述
北美电动车电池浸入式冷却市场分为美国、加拿大和墨西哥。该地区电动汽车电池浸入式冷却的采用率预计将上升,这可归因于该地区电动车销量和产量的不断增长。根据Cox Automotive 的报告,2023 年第二季美国新售出约30 万辆纯电动车,较2022 年第二季成长48.4%。 。 ,高于2021 年12 月的4.7%电动车销量和产量的增加提高了该地区电动车电池製造的需求。为此,各汽车製造商也不断投资电池和电动车的製造。 2022年10月,储能公司ONE宣布投资16亿美元在美国密西根州生产电动车电池。这家名为 ONE Circle 的新工厂预计将于 2027 年底投入营运。这种对电动车和电动车电池生产的持续关注预计将为公司开发更有效率的浸没式冷却电池创造机会。
该地区还拥有大多数全球最大的汽车原始设备製造商,它们在北美设有製造工厂。大多数原始设备製造商都采取了各种电气化措施。例如,2021年7月,Stellantis计划在2025年在汽车电气化和新软体/技术方面投资约355亿美元。美元的电动车。此外,北美国家政府正在采取各种措施来增加该地区的电动车产量。加州是世界上最大的汽车製造中心之一,开始向汽车原始设备製造商提供零排放汽车的激励措施和强制要求。例如,2022 年8 月,加州空气资源委员会批准了开创性的先进清洁汽车II 法规,到2035 年加速100% 的新型零排放汽车销售。需求用于高容量电池。反过来,这将增加对电池高效热管理系统的需求,并推动北美电动车电池浸入式冷却市场的成长。
北美电动车电池浸入式冷却市场收入及 2030 年预测(百万美元)
北美电动车电池浸没式冷却市场细分
北美电动车电池浸入式冷却市场根据类型进行细分,
冷却液类型和国家。
根据类型,北美电动车电池浸没式冷却市场分为单相浸没式冷却和两相浸没式冷却。到 2026 年,单相浸没式冷却领域将占据更大份额。
依冷却液类型,北美电动车电池浸没式冷却市场分为矿物油、合成油等。 2026年,合成油领域占最大份额。
按国家/地区划分,北美电动车电池浸没式冷却市场分为美国和北美其他地区。 2026 年,美国将主导北美电动车电池浸入式冷却市场。
Cargill Inc、Engineered Fluids Inc、M&I Materials Ltd、Mahle GmbH、Ricardo Plc、SAE International 和 Lubrizol Corp 是北美电动车电池浸入式冷却市场的一些领先公司。
The North America immersion cooling for EV batteries market was valued at US$ 4.70 million in 2026 and is expected to reach US$ 61.10 million by 2030; it is estimated to grow at a CAGR of 89.9% from 2026 to 2030.
Growing Demand for Electric Vehicles Drive North America Immersion Cooling for EV Batteries Market
Electric vehicle (EV) sales are proliferating due to concerns regarding environmental protection and government policies favoring the adoption of low-emission or zero-emission vehicles. Also, governments of different countries are offering subsidies and tax rebates to citizens to increase the adoption of EVs. The government authorities are taking various initiatives to promote EVs globally. Several US states are taking initiatives by providing financial incentives, including rebates, tax credits, and registration fee reductions, thereby promoting EV adoption in the country. For instance, in 2021, the government of Colorado offered a tax credit of US$ 4,000 on the purchase of a light-duty EV. Similarly, the government of Connecticut accepts a reduced biyearly vehicle registration fee of US$ 38 for EVs. Such government initiatives are increasing the demand for EVs, which has led to an increase in EV sales worldwide. According to IEA's annual Global Electric Vehicle Outlook, in 2022, more than 10 million electric cars were sold worldwide, which is expected to grow by 35% in 2023 to reach 14 million units. Thus, the growing sales of EVs are boosting the need for batteries that remain cool to function at peak performance throughout the vehicle's life. This factor is driving the growth of the North America immersion cooling for EV batteries market.
North America Immersion Cooling for EV Batteries Market Overview
The North America immersion cooling for EV batteries market is segmented into the US, Canada, and Mexico. The expected rise in the adoption of immersion cooling for EV batteries in this region can be credited to the growing EV sales and production in the region. According to the report by Cox Automotive, ~300,000 new full battery-electric vehicles were sold in the US in Q2 2023, which was an increase of 48.4% compared to Q2 2022. Tesla was the largest seller of EVs in the US, selling more than 175,000 EVs, which was an increase of 34.8% in Q2 2023 from Q1 2023. Also, as per NADA, fully electric vehicles accounted for ~7% of North America's total car production in December 2022, which increased from 4.7% in December 2021. This increase in EV sales and production is raising the demand for EV battery manufacturing in the region. For this, various automotive manufacturers are also continuously investing in the manufacturing of batteries and EVs. In October 2022, Energy Storage Firm ONE announced the investment of US$ 1.6 billion in EV battery manufacturing in Michigan, US. This new factory, ONE Circle is expected to be operational by the end of 2027. In addition, it is also expected that, by 2028, the factory will achieve a 45% reduction in carbon emissions through a circular manufacturing approach. Such continuous focus on producing EVs and EV batteries is expected to create opportunities for companies to develop more efficient immersion cooling batteries.
The region also has the presence of most of the world's largest automotive OEMs, who have their established manufacturing plants in North America. Most of these OEMs have undertaken various electrification initiatives. For instance, in July 2021, Stellantis planned to invest ~US$ 35.5 billion in vehicle electrification and new software/technologies by 2025. Furthermore, Stellantis joined automakers such as General Motors, Volkswagen, and Ford Motor in announcing investments of tens of billions of dollars in EVs. Moreover, the government of the North American countries are taking various initiatives to increase EV production in the region. California, one of the largest automotive manufacturing hubs in the world, started providing incentives and mandates to the automotive OEMs for zero-emission vehicles. For instance, in August 2022, the California Air Resources Board approved the trailblazing Advanced Clean Cars II regulation to accelerate 100% new zero-emission vehicle sales by 2035. Such initiatives are strengthening the sales and production of EVs in the region, raising the demand for high-capacity batteries. This, in turn, will increase the need for an efficient thermal management system for batteries, propelling the growth of the North America immersion cooling for EV batteries market.
North America Immersion Cooling for EV Batteries Market Revenue and Forecast to 2030 (US$ Million)
North America Immersion Cooling for EV Batteries Market Segmentation
The North America immersion cooling for EV batteries market is segmented based on type,
cooling fluid type, and country.
Based on type, the North America immersion cooling for EV batteries market is bifurcated into single-phase immersion cooling and two-phase immersion cooling. The single-phase immersion cooling segment held a larger share in 2026.
By cooling fluid type, the North America immersion cooling for EV batteries market is segmented into mineral oil, synthetic oil, and others. The synthetic oil segment held the largest share in 2026.
Based on country, the North America immersion cooling for EV batteries market is bifurcated into the US and the Rest of North America. The US dominated the North America immersion cooling for EV batteries market in 2026.
Cargill Inc, Engineered Fluids Inc, M&I Materials Ltd, Mahle GmbH, Ricardo Plc, SAE International, and The Lubrizol Corp are some of the leading companies operating in the North America immersion cooling for EV batteries market.