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2021-2031年北美电动车电池浸入式冷却市场报告（范围、细分、动态和竞争分析）
市场调查报告书
商品编码
1819690

2021-2031年北美电动车电池浸入式冷却市场报告（范围、细分、动态和竞争分析）

North America Immersion Cooling for EV Batteries Market Report 2021-2031 by Scope, Segmentation, Dynamics, and Competitive Analysis
出版日期: | 出版商: The Insight Partners | 英文 145 Pages | 订单完成后即时交付

价格

北美电动车 (EV) 电池浸入式冷却市场预计将大幅成长，到 2031 年将达到约 8,590 万美元，而 2023 年仅为 762,750 美元。这一成长代表着 2026 年至 2031 年期间 84.6% 的显着年复合成长率(CAGR)。

执行摘要和市场分析

北美电动车电池浸入式冷却市场主要分为两个部分：美国和北美其他地区。预计电动车电池浸入式冷却技术的应用将增加，这主要得益于该地区电动车销量和产量的成长。根据考克斯汽车公司 2024 年 10 月发布的报告，2024 年第三季电动车销量约 346 万辆，较上一季成长 5%。电动车在汽车总销量中的比例达到 8.9%，为迄今为止的最高水平，高于 2023 年同期的 7.8%。特斯拉仍然是市场的主导者，最近售出了超过 16,000 辆 Cyber​​trucks。此外，汽车创新联盟报告称，电动车销量从 2023 年第一季的约 30 万辆飙升至第三季的 37.5 万辆。

电动车销量的激增推动了北美对电池製造的需求。汽车製造商正在大力投资电池和电动车的生产。例如，2022 年 10 月，储能公司 ONE 宣布投资 16 亿美元在密西根州建立新的电动车电池製造工厂，预计 2027 年底投入营运。该工厂的目标是透过循环製造方法到 2028 年将碳排放量减少 45%。北美主要汽车原始设备製造商 (OEM) 的存在进一步支持了这一趋势，其中许多公司正在推行电气化计划。例如，Stellantis 宣布计划在 2025 年之前在汽车电气化和新技术方面投资约 355 亿美元，加入通用汽车、大众和福特等其他主要汽车製造商的行列，对电动车进行大量投资。

北美各国政府也正在实施各种倡议，以促进电动车的生产。作为重要的汽车製造中心，加州推出了针对零排放汽车的激励措施和强制规定，进一步鼓励人们转向电动车。

市场区隔分析

电动汽车电池浸入式冷却市场根据类型、冷却液和车辆类型进行分类。

  • 依类型：市场分为单相和双相浸入式冷却系统。 2023年，单相浸入式冷却占了较大的市占率。
  • 依冷却液类型划分：市场细分为矿物油、合成油、氟碳基冷却液及其他冷却液。 2023年，合成油占据了市场主导地位。
  • 依车辆类型：市场分为乘用车、轻型商用车和重型商用车，其中乘用车在 2023 年占据最大份额。

市场展望

全球电动车的日益普及推动了对高容量电动车电池的需求。原始设备製造商致力于提升电池效能，以实现更高的能量密度和更快的充电速度。例如，浦项科技大学和西江大学的研究人员在2023年3月宣布开发出一种功能性聚合物黏合剂，可以透过硅阳极取代石墨来显着提升电动车的续航里程。通用汽车也在从锂离子技术过渡到锂金属技术，这有望实现更高的能量密度和更快的充电时间。

然而，高容量电池的发展也带来了热失控等风险，可能导致电池过热并引发潜在危险。浸入式冷却技术，即将电池组浸入专用介电流体中，正日益被视为有效管理热量并防止热失控的解决方案。该技术增强了热传递，并在整个电池组中实现均匀冷却，从而提高电池性能和安全性。

例如，2024 年 9 月，Xing Mobility 推出了 Immersio XM28，这是一种旨在快速冷却电池单元并防止热扩散的系统，展示了浸入式冷却技术的进步。

国家洞察

北美浸入式冷却市场主要由美国推动，美国在2023年占据了最大的市场份额。美国电动车的日益普及预计将增加对浸入式冷却等高效能冷却系统的需求。在政府投资的支持下，美国汽车产业正在经历显着成长，这些投资旨在到2050年实现净零排放。根据《两党基础设施法》，美国政府宣布将大力投资电动车基础设施和电池组件，进一步推动电动车的普及。

公司简介

北美浸入式冷却市场的主要参与者包括壳牌公司、GS Caltex Corporation、Engineered Fluids Inc、嘉吉公司、Rimac Technology Ltd、路博润公司、XING Mobility Inc、EXOES SAS、Mahle GmbH 和里卡多公司。这些公司正在采取各种策略，包括产品创新、扩张和併购，以增强其市场影响力，并满足电动车电池领域对浸入式冷却解决方案日益增长的需求。

目录

第一章：简介

第二章：执行摘要

  • 关键见解
  • 市场吸引力

第三章：研究方法

  • 二次研究
  • 初步研究
    • 假设表述：
    • 宏观经济因素分析：
    • 显影基数：
    • 数据三角测量：
    • 国家级资料：

第四章：北美电动车电池浸入式冷却市场格局

  • 概述
  • PEST分析
  • 生态系分析
    • 价值链中的供应商清单：

第五章：北美电动车电池浸入式冷却市场－关键市场动态

  • 市场驱动因素
    • 为延长电动车续航里程，高容量电池的需求增加
    • 电动车需求不断成长
  • 市场限制
    • 浸入式冷却面临的挑战
  • 市场机会
    • 浸入式冷却的优势
  • 未来趋势
    • 浸入式冷却电池越来越多地应用于公路车辆
  • 驱动因素和限制因素的影响：

第六章：电动车电池浸入式冷却市场－北美市场分析

  • 2021-2031年北美电动车电池浸入式冷却市场收入
  • 北美电动车电池浸入式冷却市场预测分析

第七章：北美电动车电池浸入式冷却市场分析－依类型

  • 单相浸入式冷却
  • 双相浸入式冷却

第 8 章：北美电动车电池浸入式冷却市场分析 - 依冷却液类型

  • 矿物油
  • 合成油
  • 氟碳基流体
  • 其他的

第九章：北美电动车电池浸入式冷却市场分析－依车型

  • 搭乘用车
  • 轻型商用车
  • 重型商用车

第 10 章：北美电动车电池浸入式冷却市场 - 国家分析

  • 北美洲
    • 美国
    • 北美其他地区

第 11 章：竞争格局

  • 关键参与者的热图分析
  • 公司定位与集中度

第 12 章：产业格局

  • 概述
  • 市场倡议
  • 产品开发
  • 併购

第十三章：公司简介

  • Ricardo Plc
  • Mahle GmbH
  • EXOES SAS
  • XING Mobility Inc
  • The Lubrizol Corp
  • Rimac Technology Ltd
  • Cargill, Incorporated
  • Engineered Fluids Inc
  • GS Caltex Corporation
  • Shell Plc

第 14 章：附录

Product Code: BMIRE00029875

The North America immersion cooling market for electric vehicle (EV) batteries is projected to grow significantly, reaching approximately USD 85.9 million by 2031, up from just USD 762,750 in 2023. This growth represents a remarkable compound annual growth rate (CAGR) of 84.6% from 2026 to 2031.

Executive Summary and Market Analysis

The North American immersion cooling market for EV batteries is primarily divided into two segments: the United States and the Rest of North America. The anticipated increase in the adoption of immersion cooling technology for EV batteries is largely driven by the rising sales and production of electric vehicles in the region. According to a report by Cox Automotive published in October 2024, approximately 3.46 million EVs were sold in the third quarter of 2024, marking a 5% increase from the previous quarter. The share of EVs in total vehicle sales reached 8.9%, the highest recorded to date, up from 7.8% in the same quarter of 2023. Tesla remains a dominant player in the market, having sold over 16,000 Cybertrucks recently. Additionally, the Alliance for Automotive Innovation reported that EV sales surged from around 300,000 in the first quarter of 2023 to 375,000 by the third quarter.

This surge in EV sales is driving demand for battery manufacturing in North America. Automotive manufacturers are investing heavily in battery and EV production. For instance, in October 2022, ONE, an energy storage firm, announced a USD 1.6 billion investment in a new EV battery manufacturing facility in Michigan, expected to be operational by the end of 2027. This facility aims to achieve a 45% reduction in carbon emissions by 2028 through a circular manufacturing approach. The presence of major automotive original equipment manufacturers (OEMs) in North America, many of whom are pursuing electrification initiatives, further supports this trend. For example, Stellantis announced plans to invest approximately USD 35.5 billion in vehicle electrification and new technologies by 2025, joining other major automakers like General Motors, Volkswagen, and Ford in committing substantial investments to EVs.

Governments in North America are also implementing various initiatives to boost EV production. California, a key automotive manufacturing hub, has introduced incentives and mandates for zero-emission vehicles, further encouraging the shift towards electric mobility.

Market Segmentation Analysis

The immersion cooling market for EV batteries is categorized based on type, cooling fluid, and vehicle type.

  • By Type: The market is divided into single-phase and double-phase immersion cooling systems. In 2023, single-phase immersion cooling held a larger market share.
  • By Cooling Fluid Type: The market is segmented into mineral oil, synthetic oil, fluorocarbon-based fluids, and others. Synthetic oil dominated the market in 2023.
  • By Vehicle Type: The market is classified into passenger vehicles, light commercial vehicles, and heavy commercial vehicles, with passenger vehicles holding the largest share in 2023.

Market Outlook

The increasing adoption of electric vehicles globally is driving the demand for high-capacity EV batteries. OEMs are focused on enhancing battery performance to achieve higher energy density and faster charging capabilities. For instance, researchers from POSTECH and Sogang University announced in March 2023 the development of a functional polymeric binder that could increase EV range significantly by replacing graphite with silicon anodes. General Motors is also transitioning from lithium-ion to lithium-metal technology, which promises greater energy density and faster charging times.

However, the development of high-capacity batteries poses risks such as thermal runaway, which can lead to overheating and potential hazards. Immersion cooling technology, which involves submerging battery packs in specialized dielectric fluids, is increasingly seen as a solution to manage heat effectively and prevent thermal runaway. This technology enhances heat transfer and provides uniform cooling across battery packs, thereby improving battery performance and safety.

For example, in September 2024, Xing Mobility introduced the Immersio XM28, a system designed to cool battery cells rapidly and prevent thermal propagation, showcasing the advancements in immersion cooling technology.

Country Insights

The North American immersion cooling market is primarily driven by the United States, which held the largest market share in 2023. The growing adoption of EVs in the US is expected to increase the demand for efficient cooling systems like immersion cooling. The US automotive sector is experiencing significant growth, supported by government investments aimed at achieving net-zero emissions by 2050. Under the Bipartisan Infrastructure Law, the US government announced substantial investments in EV infrastructure and battery components, further promoting EV adoption.

Company Profiles

Key players in the North American immersion cooling market include Shell Plc, GS Caltex Corporation, Engineered Fluids Inc, Cargill, Rimac Technology Ltd, The Lubrizol Corp, XING Mobility Inc, EXOES SAS, Mahle GmbH, and Ricardo Plc. These companies are pursuing various strategies, including product innovation, expansion, and mergers and acquisitions, to enhance their market presence and meet the growing demand for immersion cooling solutions in the EV battery sector.

Table Of Contents

1. Introduction

  • 1.1 Report Guidance
  • 1.2 Market Segmentation

2. Executive Summary

  • 2.1 Key Insights
  • 2.2 Market Attractiveness

3. Research Methodology

  • 3.1 Secondary Research
  • 3.2 Primary Research
    • 3.2.1 Hypothesis formulation:
    • 3.2.2 Macroeconomic factor analysis:
    • 3.2.3 Developing base number:
    • 3.2.4 Data Triangulation:
    • 3.2.5 Country-level data:

4. North America Immersion Cooling for EV Batteries Market Landscape

  • 4.1 Overview
  • 4.2 PEST Analysis
  • 4.3 Ecosystem Analysis
    • 4.3.1 List of Vendors in Value Chain:

5. North America Immersion Cooling for EV Batteries Market - Key Market Dynamics

  • 5.1 Market Drivers
    • 5.1.1 Increase in Demand for High-Capacity Batteries to Extend EV Driving Range
    • 5.1.2 Growing Demand for Electric Vehicles
  • 5.2 Market Restraints
    • 5.2.1 Challenges Associated with Immersion Cooling
  • 5.3 Market Opportunities
    • 5.3.1 Advantages of Immersion Cooling
  • 5.4 Future Trends
    • 5.4.1 Growing Incorporation of Immersion-Cooled Battery into Road-Going Vehicles
  • 5.5 Impact of Drivers and Restraints:

6. Immersion Cooling for EV Batteries Market - North America Market Analysis

  • 6.1 North America Immersion Cooling for EV Batteries Market Revenue (US$ Thousand), 2021-2031
  • 6.2 North America Immersion Cooling for EV Batteries Market Forecast Analysis

7. North America Immersion Cooling for EV Batteries Market Analysis - by Type

  • 7.1 Single-Phase Immersion Cooling
    • 7.1.1 Overview
    • 7.1.2 Single-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 7.2 Double-Phase Immersion Cooling
    • 7.2.1 Overview
    • 7.2.2 Double-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)

8. North America Immersion Cooling for EV Batteries Market Analysis - by Cooling Fluid Type

  • 8.1 Mineral Oil
    • 8.1.1 Overview
    • 8.1.2 Mineral Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 8.2 Synthetic Oil
    • 8.2.1 Overview
    • 8.2.2 Synthetic Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 8.3 Fluorocarbon-Based Fluid
    • 8.3.1 Overview
    • 8.3.2 Fluorocarbon-Based Fluid: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 8.4 Others
    • 8.4.1 Overview
    • 8.4.2 Others: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)

9. North America Immersion Cooling for EV Batteries Market Analysis - by Vehicle Type

  • 9.1 Passenger Vehicles
    • 9.1.1 Overview
    • 9.1.2 Passenger Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 9.2 Light Commercial Vehicles
    • 9.2.1 Overview
    • 9.2.2 Light Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 9.3 Heavy Commercial Vehicles
    • 9.3.1 Overview
    • 9.3.2 Heavy Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)

10. North America Immersion Cooling for EV Batteries Market - Country Analysis

  • 10.1 North America
    • 10.1.1 North America Immersion Cooling for EV Batteries Market - Revenue and Forecast Analysis - by Country
      • 10.1.1.1 North America Immersion Cooling for EV Batteries Market - Revenue and Forecast Analysis - by Country
      • 10.1.1.2 United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
        • 10.1.1.2.1 United States: North America Immersion Cooling for EV Batteries Market Share - by Type
        • 10.1.1.2.2 United States: North America Immersion Cooling for EV Batteries Market Share - by Cooling Fluid Type
        • 10.1.1.2.3 United States: North America Immersion Cooling for EV Batteries Market Share - by Vehicle Type
      • 10.1.1.3 Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
        • 10.1.1.3.1 Rest of North America: North America Immersion Cooling for EV Batteries Market Share - by Type
        • 10.1.1.3.2 Rest of North America: North America Immersion Cooling for EV Batteries Market Share - by Cooling Fluid Type
        • 10.1.1.3.3 Rest of North America: North America Immersion Cooling for EV Batteries Market Share - by Vehicle Type

11. Competitive Landscape

  • 11.1 Heat Map Analysis by Key Players
  • 11.2 Company Positioning & Concentration

12. Industry Landscape

  • 12.1 Overview
  • 12.2 Market Initiative
  • 12.3 Product Development
  • 12.4 Mergers & Acquisitions

13. Company Profiles

  • 13.1 Ricardo Plc
    • 13.1.1 Key Facts
    • 13.1.2 Business Description
    • 13.1.3 Products and Services
    • 13.1.4 Financial Overview
    • 13.1.5 SWOT Analysis
    • 13.1.6 Key Developments
  • 13.2 Mahle GmbH
    • 13.2.1 Key Facts
    • 13.2.2 Business Description
    • 13.2.3 Products and Services
    • 13.2.4 Financial Overview
    • 13.2.5 SWOT Analysis
    • 13.2.6 Key Developments
  • 13.3 EXOES SAS
    • 13.3.1 Key Facts
    • 13.3.2 Business Description
    • 13.3.3 Products and Services
    • 13.3.4 Financial Overview
    • 13.3.5 SWOT Analysis
    • 13.3.6 Key Developments
  • 13.4 XING Mobility Inc
    • 13.4.1 Key Facts
    • 13.4.2 Business Description
    • 13.4.3 Products and Services
    • 13.4.4 Financial Overview
    • 13.4.5 SWOT Analysis
    • 13.4.6 Key Developments
  • 13.5 The Lubrizol Corp
    • 13.5.1 Key Facts
    • 13.5.2 Business Description
    • 13.5.3 Products and Services
    • 13.5.4 Financial Overview
    • 13.5.5 SWOT Analysis
    • 13.5.6 Key Developments
  • 13.6 Rimac Technology Ltd
    • 13.6.1 Key Facts
    • 13.6.2 Business Description
    • 13.6.3 Products and Services
    • 13.6.4 Financial Overview
    • 13.6.5 SWOT Analysis
    • 13.6.6 Key Developments
  • 13.7 Cargill, Incorporated
    • 13.7.1 Key Facts
    • 13.7.2 Business Description
    • 13.7.3 Products and Services
    • 13.7.4 Financial Overview
    • 13.7.5 SWOT Analysis
    • 13.7.6 Key Developments
  • 13.8 Engineered Fluids Inc
    • 13.8.1 Key Facts
    • 13.8.2 Business Description
    • 13.8.3 Financial Overview
    • 13.8.4 SWOT Analysis
    • 13.8.5 Key Developments
  • 13.9 GS Caltex Corporation
    • 13.9.1 Key Facts
    • 13.9.2 Business Description
    • 13.9.3 Products and Services
    • 13.9.4 Financial Overview
    • 13.9.5 SWOT Analysis
    • 13.9.6 Key Developments
  • 13.10 Shell Plc
    • 13.10.1 Key Facts
    • 13.10.2 Business Description
    • 13.10.3 Products and Services
    • 13.10.4 Financial Overview
    • 13.10.5 SWOT Analysis
    • 13.10.6 Key Developments

14. Appendix

  • 14.1 About The Insight Partners
  • 14.2 Word Index

List Of Tables

  • Table 1. North America Immersion Cooling for EV Batteries Market Segmentation
  • Table 2. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Table 3. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Type
  • Table 4. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Cooling Fluid Type
  • Table 5. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Vehicle Type
  • Table 6. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Country
  • Table 7. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Type
  • Table 8. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Cooling Fluid Type
  • Table 9. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Vehicle Type
  • Table 10. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Type
  • Table 11. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Cooling Fluid Type
  • Table 12. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Vehicle Type
  • Table 13. Company Positioning & Concentration
  • Table 14. List of Abbreviation

List Of Figures

  • Figure 1. North America Immersion Cooling for EV Batteries Market Segmentation - Country
  • Figure 2. PEST Analysis
  • Figure 3. Ecosystem: Immersion Cooling for EV Batteries Market
  • Figure 4. North America Immersion Cooling for EV Batteries Market - Key Market Dynamics
  • Figure 5. Impact Analysis of Drivers and Restraints
  • Figure 6. North America Immersion Cooling for EV Batteries Market Revenue (US$ Thousand), 2021-2031
  • Figure 7. North America Immersion Cooling for EV Batteries Market Share (%) - by Type (2023 and 2031)
  • Figure 8. Single-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 9. Double-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 10. North America Immersion Cooling for EV Batteries Market Share (%) - by Cooling Fluid Type (2023 and 2031)
  • Figure 11. Mineral Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 12. Synthetic Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 13. Fluorocarbon-Based Fluid: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 14. Others: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 15. North America Immersion Cooling for EV Batteries Market Share (%) - by Vehicle Type (2023 and 2031)
  • Figure 16. Passenger Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 17. Light Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 18. Heavy Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 19. North America Immersion Cooling for EV Batteries Market Breakdown, by Key Countries, 2023 and 2031 (%)
  • Figure 20. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021- 2031 (US$ Thousand)
  • Figure 21. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021- 2031 (US$ Thousand)
  • Figure 22. Heat Map Analysis by Key Players