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市場調查報告書

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1665068

電動汽車熱管理系統 (EV TMS) 市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

Electric Vehicle Thermal Management System (EV TMS) Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2024年12月11日 | 出版商:

Global Market Insights Inc. | 英文 180 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2024 年全球電動車熱管理系統市場價值為 34 億美元，預計將經歷強勁成長，2025 年至 2034 年的複合年成長率為 16.1%。這一擴張是由全球向電動車 (EV) 加速轉變所推動的，推動力包括政府補貼、稅收政策和嚴格的排放法規等。由於電動車嚴重依賴對溫度波動高度敏感的電池和電力電子設備，因此先進的熱管理系統對於確保安全、最佳化性能和延長這些關鍵部件的使用壽命至關重要。

就車輛類別而言，市場主要分為乘用車和商用車。 2024 年，乘用車佔了 65% 的市場佔有率，預計到 2034 年將創造 120 億美元的市場價值。作為道路上最常見的電動車類型，乘用車在熱管理解決方案技術進步方面處於領先地位，這可以延長電池壽命並為駕駛員和乘客提供卓越的舒適度。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	34億美元
預測值	147億美元
複合年成長率	16.1％

電動車 TMS 市場也按銷售管道細分，其中原始設備製造商 (OEM) 細分市場在 2024 年將佔據 85% 的佔有率。隨著電動車的普及，這些製造商正在向研發投入大量資金，以提供創新、高性能且經濟高效的熱解決方案。透過確保遵守監管標準、最佳化電池效率和提高整體車輛性能，原始設備製造商和供應商之間的合作進一步加強了這一領域，鞏固了其在市場上的領導地位。

2024 年，中國電動車 TMS 市場佔有率達到驚人的 60%，預計到 2034 年將達到 30 億美元。作為電動車生產和創新的全球領導者，中國繼續吸引來自汽車製造商和供應商的大量投資，推動研發進步，鞏固其在電動車革命前沿的地位。

產業生態系統分析
供應商概況
- EV TMS 製造商
- 售後離合器供應商
- 經銷商
- 原始設備製造商
- 最終用戶
利潤率分析
定價分析
成本明細
技術與創新格局
重要新聞及舉措
監管格局
衝擊力
- 成長動力
  - 電動車（EV）的普及率不斷提高
  - 電池技術的進步
  - 越來越關注能源效率和車輛續航里程
  - 政府激勵措施和更嚴格的排放法規
- 產業陷阱與挑戰
  - 先進熱管理系統成本高
  - 緊湊輕型車輛設計的整合複雜性
成長潛力分析
波特的分析
PESTEL 分析

第4章：競爭格局

介紹
公司市佔率分析
競爭定位矩陣
戰略展望矩陣

第 5 章：市場估計與預測：按類型，2021 - 2034 年

主要趨勢
主動冷卻
被動冷卻
混合冷卻

第6章：市場估計與預測：按組件，2021 - 2034 年

主要趨勢
熱泵
電動幫浦
風扇
熱電模組

第7章：市場估計與預測：依車型，2021 - 2034 年

主要趨勢
搭乘用車
- 掀背車
- 轎車
- 越野車
商用車
- 輕型商用車 (LCV)
- 重型商用車 (HCV)

第 8 章：市場估計與預測：按推進方式，2021 - 2034 年

主要趨勢
純電動車 (BEV)
插電式混合動力車 (PHEV)
混合動力電動車 (HEV)

第 9 章：市場估計與預測：按銷售管道，2021 - 2034 年

主要趨勢
OEM
售後市場

第 10 章：市場估計與預測：按地區，2021 - 2034 年

主要趨勢
北美洲
- 美國
- 加拿大
歐洲
- 英國
- 德國
- 法國
- 西班牙
- 義大利
- 俄羅斯
- 北歐
亞太地區
- 中國
- 印度
- 日本
- 韓國
- 澳新銀行
- 東南亞
拉丁美洲
- 巴西
- 墨西哥
- 阿根廷
中東及非洲
- 阿拉伯聯合大公國
- 南非
- 沙烏地阿拉伯

第 11 章：公司簡介

BorgWarner
Bosch
Calsonic Kansei
Continental
Dana
Delphi Technologies
Denso
Gentherm
Grayson Thermal Systems
Hanon Systems
LG Chem
MAHLE
Modine Manufacturing Company
Renesas Electronics
Sanden Holdings
Schaeffler Group
Tesla
Thermo King
Valeo
Visteon

簡介目錄

Product Code: 12610

The Global Electric Vehicle Thermal Management System Market, valued at USD 3.4 billion in 2024, is projected to experience robust growth, with a CAGR of 16.1% from 2025 to 2034. This expansion is fueled by the accelerating global shift toward electric vehicles (EVs), driven by government policies such as subsidies, tax incentives, and stringent emissions regulations. As EVs rely heavily on batteries and power electronics, which are highly sensitive to temperature fluctuations, advanced thermal management systems are essential to ensure safety, optimize performance, and extend the lifespan of these critical components.

Electric Vehicle Thermal Management System (EV TMS) Market - IMG1

In terms of vehicle categories, the market is primarily divided into passenger vehicles and commercial vehicles. Passenger vehicles held a dominant 65% share of the market in 2024 and are expected to generate USD 12 billion by 2034. This dominance is attributed to the growing demand for electric cars and the increasing emphasis on improving energy efficiency, driving range, and overall vehicle performance. As the most prevalent type of EVs on the road, passenger vehicles are at the forefront of technological advancements in thermal management solutions, which enhance battery longevity and provide superior comfort for drivers and passengers alike.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$3.4 Billion
Forecast Value	$14.7 Billion
CAGR	16.1%

The EV TMS market is also segmented by sales channels, with the original equipment manufacturer (OEM) segment capturing a significant 85% share in 2024. OEMs play a pivotal role in integrating cutting-edge thermal management technologies during vehicle production. With rising EV adoption, these manufacturers are channeling substantial investments into research and development to deliver innovative, high-performance, and cost-efficient thermal solutions. Collaborations between OEMs and suppliers are further strengthening this segment by ensuring compliance with regulatory standards, optimizing battery efficiency, and improving overall vehicle performance, solidifying their leadership in the market.

China's EV TMS market accounted for an impressive 60% share in 2024 and is anticipated to reach USD 3 billion by 2034. This remarkable growth is driven by the nation's aggressive push for EV adoption, bolstered by supportive government policies and incentives. As a global leader in EV production and innovation, China continues to attract significant investments from automakers and suppliers, fueling advancements in research and development and cementing its position at the forefront of the EV revolution.

Chapter 1 Methodology & Scope

1.1 Research design
- 1.1.1 Research approach
- 1.1.2 Data collection methods
1.2 Base estimates and calculations
- 1.2.1 Base year calculation
- 1.2.2 Key trends for market estimates
1.3 Forecast model
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definition

Chapter 2 Executive Summary

2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Supplier landscape
- 3.2.1 EV TMS manufacturers
- 3.2.2 Aftermarket clutch providers
- 3.2.3 Distributors
- 3.2.4 OEMs
- 3.2.5 End users
3.3 Profit margin analysis
3.4 Pricing analysis
3.5 Cost breakdown
3.6 Technology & innovation landscape
3.7 Key news & initiatives
3.8 Regulatory landscape
3.9 Impact forces
- 3.9.1 Growth drivers
  - 3.9.1.1 Increasing adoption of electric vehicles (EVs)
  - 3.9.1.2 Advancements in battery technologies
  - 3.9.1.3 Rising focus on energy efficiency and vehicle range
  - 3.9.1.4 Government incentives and stricter emission regulations
- 3.9.2 Industry pitfalls & challenges
  - 3.9.2.1 High cost of advanced thermal management systems
  - 3.9.2.2 Integration complexities in compact and lightweight vehicle designs
3.10 Growth potential analysis
3.11 Porter’s analysis
3.12 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

4.1 Introduction
4.2 Company market share analysis
4.3 Competitive positioning matrix
4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Type, 2021 - 2034 ($Bn, Units)

5.1 Key trends
5.2 Active cooling
5.3 Passive cooling
5.4 Hybrid cooling

Chapter 6 Market Estimates & Forecast, By Component, 2021 - 2034 ($Bn, Units)

6.1 Key trends
6.2 Heat pumps
6.3 Electric pumps
6.4 Fans
6.5 Thermoelectric modules

Chapter 7 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn, Units)

7.1 Key trends
7.2 Passenger vehicles
- 7.2.1 Hatchback
- 7.2.2 Sedan
- 7.2.3 SUV
7.3 Commercial vehicles
- 7.3.1 Light Commercial Vehicles (LCV)
- 7.3.2 Heavy Commercial Vehicles (HCV)

Chapter 8 Market Estimates & Forecast, By Propulsion, 2021 - 2034 ($Bn, Units)

8.1 Key trends
8.2 Battery Electric Vehicles (BEV)
8.3 Plug-in Hybrid Electric Vehicles (PHEV)
8.4 Hybrid Electric Vehicles (HEV)

Chapter 9 Market Estimates & Forecast, By Sales Channel, 2021 - 2034 ($Bn,Units)

9.1 Key trends
9.2 OEM
9.3 Aftermarket

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Units)

10.1 Key trends
10.2 North America
- 10.2.1 U.S.
- 10.2.2 Canada
10.3 Europe
- 10.3.1 UK
- 10.3.2 Germany
- 10.3.3 France
- 10.3.4 Spain
- 10.3.5 Italy
- 10.3.6 Russia
- 10.3.7 Nordics
10.4 Asia Pacific
- 10.4.1 China
- 10.4.2 India
- 10.4.3 Japan
- 10.4.4 South Korea
- 10.4.5 ANZ
- 10.4.6 Southeast Asia
10.5 Latin America
- 10.5.1 Brazil
- 10.5.2 Mexico
- 10.5.3 Argentina
10.6 MEA
- 10.6.1 UAE
- 10.6.2 South Africa
- 10.6.3 Saudi Arabia