查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1521106

電動車電池熱感介面解決方案市場 - 2024 年至 2029 年預測

Thermal Interface Solutions Market for EV Battery - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 142 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

全球電動車電池熱感界面解決方案市場預計在預測期內（2024-2029年）複合年成長率為12.65%。

隨著電動車產業的擴張，電池熱管理已成為需要解決的重要議題。電池充電和放電時，電池組內會產生熱量。將電池組保持在常溫下可以顯著提高其性能。這包括兩個重要的問題：運作效率和充電速度。

介面材質可消除電池組電芯的多餘熱量，調節電池溫度，改善電池功能，並延長電池壽命。客製化的導熱間隙填充物充當散熱器，將熱量從電池中帶走。由於硬度、表面黏性和襯墊適合各種應用，多家公司提供了產品線和解決方案，為電動車電池模組提供理想的電動車電池熱感介面解決方案。精密模切熱感介面材料也有助於調節和引導電動車電池組件之間的熱傳遞。

包括特斯拉、比亞迪和大眾在內的許多製造商都宣稱，他們的目標是從一個電池組中的大量模組轉向單一電池組。這消除或減少了對電池組中多種材料的需求，例如模組外殼、冷卻水管線和模組互連件。儘管可以移除許多部件，但仍需要熱感界面材料 (TIM)，因為始終需要某種形式的熱量從電池傳輸到溫度控管系統。即使每輛車的 TIM 用量減少，對溫度控管的整體關注和電動車行業的快速崛起將推動對 TIM 的需求，從而成為最有前途的市場之一。

全球電動汽車電池熱感界面解決方案市場的促進因素

  • 電動汽車電池熱感界面解決方案的產品開發可改善溫度控管、電池壽命和耐用性。因此，電動車中安裝的不同電池配置由特定系統管理，從而實現高效整合。它還提高了安全性，例如防火性和熱失控預防，這對電動車很重要。例如，Saint-Gobain Tape Solutions 的 ThermaCool TC2006 是一種低成本、柔軟的陶瓷填充矽橡膠，通常兩側都配有 PET離型紙。這種材料具有天然黏性，並且透過寬的堆疊公差在壓縮時表現良好，而零件上的力很小。

此外，Loctite TLB 9300 APSi是漢高的雙組分聚氨酯導熱黏劑，具有3W/mK的高導熱率、適中的黏度和自流平性能。非常適合粘合電池單元和模組或直接粘合到冷卻系統。除了散熱性能外，它還提供良好的電絕緣性和對多種基材的黏合力。它是一種在室溫下固化且無需能源的綠色解決方案，可幫助客戶實現更低排放、更高效率和改善工作場所安全的永續發展目標。

此外，杜邦還提供BETATECH TIM，這是一種1K或2K溶劑型導熱聚氨酯材料，塗布電池模組和散熱器之間。該產品為汽車電氣化、無人駕駛汽車、連接和架構提供單一包裝解決方案。這些發展提高了可用性並提高了電動車電池的標準。

  • 目前，EVB僅使用鋰離子電池，而這一趨勢預計將持續下去。此外，製造商在開發和部署鋰離子電池等電池系統時會考慮生命週期管理問題，包括維修、再利用、回收和處置。此後，隨著電池需求呈指數級成長，電動車電池熱感界面解決方案的使用也將增加。 IEA預計，由於電動乘用車銷量增加，2022年汽車鋰離子使用量將成長近65%，達到550MWH。

同時，中國汽車電池的需求成長了70%以上，電動車銷量從2022年到2021年成長了80%。然而，電池需求的成長被插電式混合動力汽車佔有率的成長部分抵消。 2022年美國汽車電池消費量成長近80%，但電動車銷量成長近55%。純電動車和插電式混合動力車的全球銷量正在超過混合動力車，因此純電動車和插電式混合動力車的電池性能正在提高，從而推動了電池需求。

全球電動汽車電池熱感界面解決方案市場細分：

  • 商用車是成長最快的細分市場之一。

商用車是電動車電池熱感介面解決方案市場上開拓最快的類別之一。這種擴張是由全球擴大使用電動巴士、卡車和送貨車輛所推動的。政府已核准FAME印度計畫第二階段，為期五年，從2019年4月1日至2024年3月31日，預算撥款總額為1000億印度盧比。這一階段將重點放在透過提供購買電動車（二輪車、三輪車、四輪車、電動公車）的激勵措施來促進大眾交通工具和共用交通的電氣化。

此外，根據國際能源總署（IEA）的數據，2022年全球將銷售約6.6萬輛電動客車和6萬輛中重型卡車，約佔客車總銷量的4.5%，約佔客車銷量的1.2%。銷量。中國繼續主導電動（和燃料電池）卡車和巴士的製造和銷售。 2022年，中國將銷售5.4萬輛新電動客車和5.2萬輛電動中重型卡車，分別佔總銷量的18%和4%，約佔全球銷量的80%和85%。此外，中國品牌被列為拉丁美洲、北美和歐洲客車和卡車市場的領導品牌。

由於擴張，商用電動車產業需要導熱層形式的先進溫度控管技術，以更好地處理大型電池的熱量。相反，這些解決方案對於提高生產力、確保品質和遵守安全行業標準至關重要。這項發展為擁有適合商用電動車的熱感界面材料的公司帶來了巨大的機會。

  • 亞太地區的電動車電池市場預計將大幅成長。

中國和印度等亞太地區的大多數電動車市場預計將推動未來電動車電池熱感介面解決方案的需求。可再生能源政策，特別是永續能源，以及溫度控管方面令人印象深刻的創新正在受到政府獎勵的推動。同時，電動車電池生產的投資對成長階段產生了重大影響。例如，全資電動車子公司 GFCL EV Products Ltd 計劃從 2024 年 2 月開始的未來四到五年內投資 600 億印度盧比。這將使該公司每年生產約200 GWh的電動車電池系統和能源儲存系統。

儘管如此，根據IEA的數據，約95%的電動車（LDV）磷酸鋰電池來自中國，其中比亞迪佔最大佔有率，佔50%。特斯拉的貢獻將為15%，磷酸鐵鋰電池的比例將從2021年的20%上升到2022年的30%。因此，配備磷酸鐵鋰電池的汽車中約有85%是特斯拉汽車，其中大部分是在中國生產的。這進一步證明，透過散熱提高電池性能和安全性的努力將為產業帶來創新和投資。亞太地區有多個因素推動了熱感界面技術開發的需求，例如環境問題和電動車基礎設施建設。

全球電動汽車電池熱感界面解決方案市場的主要發展：

  • 2023 年 5 月，漢高透過新型可注射導熱黏劑擴展了其電動車電池系統解決方案的產品範圍。新型黏劑Loctite TLB 9300 APSi 可為電池系統提供結構黏合和導熱性。
  • 2021年9月，雷諾為其位於法國北部莫伯日和杜埃的生產基地選擇了杜邦的BETATECH熱感界面材料（TIM）。用於電動車製造的 BETATECH TIM 於 2021 年初開始交付。 BETATECH TIM 有效管理電動車充電和驅動時高密度電池產生的熱量。

全球電動汽車電池熱感界面解決方案市場細分為：

按車型

  • 客車
  • 商用車

按地區

  • 北美洲
  • 美國
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 南美洲其他地區
  • 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 其他歐洲國家
  • 中東/非洲
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 其他中東/非洲
  • 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 台灣
  • 泰國
  • 印尼
  • 其他亞太地區

目錄

第1章簡介

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔
  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益

第2章調查方法

  • 研究設計
  • 調查過程

第3章執行摘要

  • 主要發現
  • 分析師觀點

第4章市場動態

  • 市場促進因素
    • 電動車的擴張
    • 政府政策和獎勵
  • 市場限制因素
    • 供應鏈限制
    • 技術限制
  • 波特五力分析
  • 產業價值鏈分析

第5章全球電動車電池熱感介面解決方案市場：按車型分類

  • 介紹
  • 客車
  • 商用車

第6章全球電動車電池熱感介面解決方案市場：按地區

  • 世界概況
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地區
  • 歐洲
    • 英國
    • 德國
    • 法國
    • 義大利
    • 西班牙
    • 其他歐洲國家地區
  • 中東/非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 其他中東/非洲地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 台灣
    • 泰國
    • 印尼
    • 其他亞太地區

第7章競爭環境及分析

  • 主要企業及策略分析
  • 市場佔有率分析
  • 合併、收購、協議和合作
  • 競爭對手儀表板

第8章 公司簡介

  • Saint-Gobain Tape Solutions
  • Shenzhen FRD Science & Technology Co., Ltd.
  • JBC Technologies
  • Avery Dennison
  • Graco Inc.
  • DuPont
  • Henkel
  • Shin-Etsu Chemicals
  • Jones Tech
  • Parker Hannifin
簡介目錄
Product Code: KSI061616965

The global thermal interface solutions market for EV batteries is anticipated to grow at a CAGR of 12.65% during the forecast period (2024-2029).

The electric car industry is expanding, and battery temperature management has emerged as a critical issue that must be addressed. Heat is generated within the battery pack while the battery is charged and discharged. Keeping the battery pack at a normal temperature can significantly increase its performance. This incorporates two key concerns: operating efficiency and charging speed.

Interface materials remove excess heat from battery pack cells, which regulates battery temperature, improves battery functioning, and extends battery life. These thermally conductive gap fillers that can be tailored to each application act as heat sinks to conduct heat away from the battery. Since hardness, surface tack, and liner are suitable for various applications, several companies offer product lines and solutions to provide the ideal thermal interface solutions for EV battery modules. Precision die-cut thermal interface materials can also assist in regulating and guiding heat movement between and out of EV battery components.

Many manufacturers, including Tesla, BYD, and Volkswagen, have declared their aim to transition away from many modules in a pack and towards cell-to-pack choices. This eliminates or decreases the requirement for several of the materials found in battery packs, including module housings, coolant lines, and module interconnects. While numerous components may be deleted, thermal interface materials (TIMs) remain necessary because transporting heat from the cells to the thermal management system is always required in some manner. Even if the amount of TIM per vehicle decreases, the overall emphasis on thermal management and the rapidly rising EV industry will boost demand for TIMs, resulting in one of the greatest prospective markets.

GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY DRIVERS:

  • Thermal Interface Solutions for EV batteries product development improves heat management, battery longevity, and durability. Hence, various configurations of batteries in EVs are managed by specific systems, making them efficient in integration. They also improve safety features such as fire resistance and prevention of thermal runaway, which are significant for EVs. For instance, ThermaCool TC2006, offered by Saint-Gobain Tape Solutions, is a low-cost, soft ceramic-filled silicone elastomer that normally comes with a PET release liner on both sides. The substance is innately sticky and performs well in compression throughout a wide range of stack-up tolerances with little force applied to components.

Besides this, Loctite TLB 9300 APSi is a two-component polyurethane thermally conductive adhesive with a high thermal conductivity of 3 W/mK, moderate viscosity, and self-leveling properties offered by Henkel. It is ideal for gluing battery cells to modules or directly to cooling systems. Apart from the heat dissipation characteristic, it provides fine electrical insulation and adhesion to several substrates. Since it is a green solution that cures at room temperature and does not require energy, it helps the clients achieve their sustainable development goal of low emissions, high efficiency, and enhanced workspace safety.

Additionally, DuPont offers BETATECH TIM, a 1K or 2K solvent-based thermal-conductive polyurethane material to be applied between the battery module and the heatsink. The product offers one package solution for the following sectors: vehicle electrification, driverless cars, connectivity, and mobility architecture. Altogether, these developments contribute to increased usability and raise the bar in the context of the batteries of electric vehicles.

  • Currently, EVBs only use Lithium-ion batteries, and this trend is projected to continue. Additionally, issues concerning the life cycle management of such systems that include repair, reuse, recycling, and disposal are considered by manufacturers while developing and deploying battery systems like LIBs. Following this, with the increasing demand for batteries being exponential, the use of thermal interface solutions for EV batteries will also increase. The IEA estimates that auto Li-ion use has increased by almost 65% to 550 MWH in 2022 because of the increased sales of electric passenger vehicles in 2022.

Along with this, the battery demand for cars expanded by over 70% in China, and electric car sales increased by 80 % from 2022 to 2021. However, the battery demand rise was partially compensated by a greater share of PHEVs. Battery consumption for automobiles in the United States rose by nearly 80% in 2022, when electric car sales only managed a rise of nearly 55%. The global sales of BEV and PHEV are overtaking HEV, and because of this, the battery capabilities of BEV and PHEV are increasing, which in turn fuels the battery requirement.

GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY SEGMENT ANALYSIS:

  • Based on vehicle type, commercial vehicles are one of the fastest-growing segments.

Commercial vehicles are among the most rapidly developing categories in the thermal interface solutions market for EV batteries. This expansion is driven by increased global use of electric buses, lorries, and delivery vehicles. The government approved Phase II of the FAME India Scheme for five years, beginning April 1, 2019, and ending March 31, 2024, with a total budgetary contribution of INR 10,000 crore, as stated by the PIB. This phase focuses on promoting public and shared transport electrification by offering incentives for acquiring electric vehicles (2-wheelers, 3-wheelers, 4-wheelers, and electric buses).

In addition to this, as per the International Energy Agency, in 2022, almost 66,000 electric buses and 60,000 medium- and heavy-duty trucks were sold globally, accounting for around 4.5% of total bus sales and 1.2% of total truck sales. China continues to dominate the manufacture and sales of electric (and fuel cell) trucks and buses. In 2022, 54,000 new electric buses and 52,000 electric medium- and heavy-duty trucks were sold in China, accounting for 18% and 4% of overall sales and about 80% and 85% of global sales, respectively. Additionally, it was stated that Chinese brands are market leaders in Latin America, North America, and Europe's bus and truck markets.

As a consequence of the expansion, the commercial electric vehicle industry demands advanced heat management technologies in the shape of thermal conductive layers to properly address heat from the bigger batteries. These solutions are rather essential for increasing productivity, ensuring quality, and adherence to industry standards regarding safety. This development suggests that there could be huge opportunities for those companies that deal in thermal interface materials, which are most suitable for commercial EVs.

  • Asia Pacific's Thermal interface solutions market for EV batteries is anticipated to grow significantly.

Most of the electric car markets, like China and India in the Asia-Pacific region, are expected to boost the thermal interface solutions demand in the future. Policies on renewable energy, especially on sustainable energy, and the impressive technological innovations in thermal management are being propelled by incentives from the government. Along with this, investment in EV battery production has remarkably influenced growth aspects. For instance, in the case of its wholly owned electric vehicle subsidiary GFCL EV Products Ltd has planned to invest INR 6000 Crores over the next 4-5 years from February 2024. This would enable the production of battery systems for electric vehicles and energy storage systems to about 200 GWh annually.

Nonetheless, as per the IEA, about 95% of the lithium-ion phosphate batteries for electric LDVs (Light-Duty Vehicles) were sourced from China, and BYD holds the largest market share of 50%. Tesla contributed 15%, with its proportion of LFP batteries rising from 20% in 2021 to 30% in 2022. Thus, about 85% of cars equipped with LFP batteries are Tesla cars, most of which were produced in China. This has further proven that efforts to increase battery performance and safety by dissipating heat can bring innovation and investment to the industry. Comprehensively, several factors in Asia Pacific raise the demand for thermal interface technology development, such as environmental issues and the construction of the related electric car infrastructure.

Global Thermal Interface Solutions Market for EV Battery Key Developments:

  • In May 2023, Henkel expanded its EV battery system solution offering with a novel injectable thermally conductive glue. The new adhesive, Loctite TLB 9300 APSi, offers structural bonding and thermal conductivity in the battery system.
  • In September 2021, Renault selected DuPont's BETATECH thermal interface material (TIM) for its production sites in Maubeuge and Douai, northern France. The delivery of BETATECH TIM for EV manufacturing began in early 2021. BETATECH TIM effectively manages heat from high-density batteries during EV charging and operation.

The global thermal interface solutions market for EV batteries is segmented and analyzed as follows:

By Vehicle Type

  • Passenger Car
  • Commercial Vehicle

By Geography

  • North America
  • United States
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Rest of South America
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Growing Adoption of Electric Vehicles
    • 4.1.2. Government Policies and Incentives
  • 4.2. Market Restraints
    • 4.2.1. Supply Chain Constraints
    • 4.2.2. Technological Limitations
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY BY VEHICLE TYPE

  • 5.1. Introduction
  • 5.2. Passenger Cars
  • 5.3. Commercial Vehicles

6. GLOBAL THERMAL INTERFACE SOLUTIONS MARKET FOR EV BATTERY BY GEOGRAPHY

  • 6.1. Global Overview
  • 6.2. North America
    • 6.2.1. United States
    • 6.2.2. Canada
    • 6.2.3. Mexico
  • 6.3. South America
    • 6.3.1. Brazil
    • 6.3.2. Argentina
    • 6.3.3. Rest of South America
  • 6.4. Europe
    • 6.4.1. United Kingdom
    • 6.4.2. Germany
    • 6.4.3. France
    • 6.4.4. Italy
    • 6.4.5. Spain
    • 6.4.6. Rest of Europe
  • 6.5. Middle East and Africa
    • 6.5.1. Saudi Arabia
    • 6.5.2. United Arab Emirates
    • 6.5.3. Rest of Middle East and Africa
  • 6.6. Asia-Pacific
    • 6.6.1. China
    • 6.6.2. India
    • 6.6.3. Japan
    • 6.6.4. South Korea
    • 6.6.5. Taiwan
    • 6.6.6. Thailand
    • 6.6.7. Indonesia
    • 6.6.8. Rest of Asia-Pacific

7. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 7.1. Major Players and Strategy Analysis
  • 7.2. Market Share Analysis
  • 7.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 7.4. Competitive Dashboard

8. COMPANY PROFILES

  • 8.1. Saint-Gobain Tape Solutions
  • 8.2. Shenzhen FRD Science & Technology Co., Ltd.
  • 8.3. JBC Technologies
  • 8.4. Avery Dennison
  • 8.5. Graco Inc.
  • 8.6. DuPont
  • 8.7. Henkel
  • 8.8. Shin-Etsu Chemicals
  • 8.9. Jones Tech
  • 8.10. Parker Hannifin