市場調查報告書
商品編碼
1558359
到 2030 年電動車壓縮機市場預測:按組件、類型、應用和地區進行全球分析Electric Vehicle Compressor Market Forecasts to 2030 - Global Analysis By Component (Inverter, Motor and Oil Separator), Type (Screw Compressors, Scroll Compressors, Wobble Compressors and Air E-compressor), Application and By Geography |
根據Stratistics MRC預測,2024年全球電動車壓縮機市場規模將達26.8億美元,預計2030年將達到74.9億美元,預測期內複合年成長率為18.7%。
電動車 (EV) 壓縮機是電動車溫度控管系統的關鍵組件,負責冷卻汽車內部並確保最佳電池性能。與傳統內燃機汽車不同,電動車壓縮機採用電力驅動,可實現獨立於引擎轉速的高效運作。該系統使用車輛電池的電力來壓縮冷媒並使其通過空調系統循環以冷卻車輛內部。此外,電動車壓縮機在電池組溫度管理中發揮關鍵作用,這對於維持電池效率、壽命和安全性至關重要。
根據美國能源資訊署(EIA)的數據,混合動力汽車、插電式混合動力汽車和純電動車的銷量在美國不斷成長,佔據了16%的市場佔有率。
電動車的普及
隨著電動車 (EV) 的普及,電動車壓縮機取得了重大進步,這對於電動車的效率和性能至關重要。與傳統內燃機不同,電動車需要電動壓縮機來控制氣候和電池溫度控管系統。隨著越來越多的消費者和行業採用電動車,對高效、輕巧和可靠的壓縮機的需求正在迅速增加。這些壓縮機有助於保持最佳的電池溫度,這對於最大限度地延長續航里程和電池壽命非常重要。此外,壓縮機還透過提供有效的冷卻和加熱來提高駕駛室舒適度,這對於電動車至關重要,因為電動車缺乏傳統汽車所使用的引擎餘熱。
原料短缺
原料短缺對電動車 (EV) 壓縮機的生產有重大影響,而壓縮機是電動車管理溫度控管系統的關鍵部件。這些壓縮機依賴稀土元素、鋁和半導體等特定材料,但由於多種因素的影響,這些材料供不應求。全球供應鏈中斷、地緣政治緊張局勢以及各行業需求增加正在加劇這些材料的短缺。因此,製造商在採購足夠的原料方面面臨挑戰,導致生產延誤和成本增加。這種短缺不僅阻礙了電動車壓縮機的及時生產,還威脅到更廣泛的電動車供應鏈,可能會減緩電動車的普及。
充電基礎設施的成長
隨著充電站變得更加普遍和更快,電動車壓縮機將能夠透過在快速充電期間保持最佳的電池和馬達溫度來更有效地運作。快速充電會產生更多熱量,需要強大的溫度控管。此外,隨著充電基礎設施的發展,旅行時間變得越來越長,電動車的使用也越來越廣泛,這增加了對能夠應對長期駕駛壓力的耐用、高效壓縮機的需求。此外,先進的充電網路將推動高性能電動車的採用,並需要更先進的壓縮機來滿足其先進的電力需求。
監管和環境挑戰
監管和環境挑戰是電動車 (EV) 壓縮機開發和廣泛採用的主要障礙。由於排放氣體法規日益嚴格,壓縮機必須滿足日益嚴格的效率和環境標準,導致開發成本和設計複雜性增加。推動全球暖化潛力較低的環保冷媒帶來了挑戰,因為這些替代品通常需要更先進和更昂貴的材料。法規因地區而異,使得電動車壓縮機的全球標準化變得複雜,並增加了合規成本。
由於全球供應鍊和製造中斷,COVID-19 大流行對電動車 (EV) 壓縮機市場產生了重大影響。封鎖和限制迫使工廠關閉和生產延遲,導致包括電動車壓縮機在內的關鍵零件短缺。短缺影響了電動車的生產計劃,導致交貨延誤和成本增加。疫情期間的經濟不確定性導致消費者對電動車的需求下降,進一步對市場造成壓力。
預計油分離器部分在預測期內將是最大的
油分離器業務預計將成為預測期內最大的業務。在對電動車空調系統至關重要的電動車壓縮機中,油分離器可透過在冷媒重新進入系統之前去除冷媒中的油來確保壓縮機的平穩運行。這種分離對於防止油污染導致效率低下、磨損增加以及對壓縮機的潛在損壞至關重要。透過有效去除油,油分離器有助於保持最佳的壓縮機性能、降低能耗並延長壓縮機壽命。
空調產業預計在預測期內複合年成長率最高
預計空調產業在預測期內複合年成長率最高。隨著電動車變得越來越流行,對先進空調系統的需求日益成長,這些系統可以有效管理車輛內部溫度,同時又不影響車輛電池壽命。現代電動車壓縮機採用變排量和電力驅動馬達等先進技術,設計得更緊湊、節能。這些創新使壓縮機能夠根據車輛的需求即時調整冷卻功率,從而最佳化能源消耗。
在整個估計期間,北美地區佔據了最大的市場佔有率。隨著汽車製造商和消費者都優先考慮降低能耗和最大化性能,對先進電動車壓縮機的需求正在迅速成長。這些組件對於管理電動車的空調和冷卻系統至關重要,對於提高車輛整體效率也至關重要。在更嚴格的排放法規和日益向永續交通轉變的推動下,北美汽車產業正在全部區域大力投資創新壓縮機技術。這項投資正在促進符合該地區環境目標的高性能、節能壓縮機的開發。
預計歐洲地區在預測期內將實現盈利成長。歐盟綠色交易和 Fit for 55 計畫等歐洲政策旨在減少碳排放並鼓勵採用電動車。這些法規推動了對先進電動車零件(包括壓縮機)的需求,這對於維持電力傳動系統的最佳性能和效率至關重要。此外,針對製造商和消費者的大量補貼和稅收減免正在進一步加速地區成長。透過實施這些法規,歐洲不僅促進了汽車產業的創新和永續性,也將自己定位為全球轉向綠色交通解決方案的領導者。
According to Stratistics MRC, the Global Electric Vehicle Compressor Market is accounted for $2.68 billion in 2024 and is expected to reach $7.49 billion by 2030 growing at a CAGR of 18.7% during the forecast period. An Electric Vehicle (EV) compressor is a critical component in an EV's thermal management system, responsible for cooling the cabin and ensuring optimal battery performance. Unlike traditional internal combustion engine vehicles, EV compressors are electrically driven, which allows for efficient operation independent of engine speed. This system uses electricity from the vehicle's battery to compress refrigerant, which is then circulated through the air conditioning system to cool the cabin. Additionally, EV compressors play a crucial role in managing the temperature of the battery pack, which is essential for maintaining battery efficiency, longevity, and safety.
According to U.S. Energy Information Administration (EIA), the sales of hybrid, plug-in hybrid, and battery electric vehicles increased and accounted for 16% of the market share in USA.
Rising adoption of electric vehicles
The rising adoption of electric vehicles (EVs) is driving significant advancements in electric vehicle compressors, which are crucial for the efficiency and performance of EVs. Unlike traditional internal combustion engines, EVs require electric compressors for climate control and battery thermal management systems. As more consumers and industries embrace EVs, the demand for efficient, lightweight, and reliable compressors has surged. These compressors help maintain optimal battery temperatures, which is critical for maximizing range and battery life. Additionally, they contribute to cabin comfort by providing effective cooling and heating, essential for electric vehicles, which lack the residual engine heat used by conventional vehicles.
Raw material shortages
Raw material shortages are significantly impacting the production of electric vehicle (EV) compressors, a crucial component in EVs that manages thermal management systems. These compressors rely on specific materials like rare earth metals, aluminum, and semiconductors, which are in short supply due to a combination of factors. Global supply chain disruptions, geopolitical tensions, and increased demand from various industries have exacerbated the scarcity of these materials. As a result, manufacturers face challenges in sourcing enough raw materials, leading to production delays and increased costs. This shortage not only hampers the timely manufacturing of EV compressors but also threatens the broader EV supply chain, potentially slowing the adoption of electric vehicles.
Growth in charging infrastructure
As charging stations become more widespread and faster, EV compressors can operate more effectively by maintaining optimal battery and motor temperatures during rapid charging sessions. This is vital as faster charging generates more heat, necessitating robust thermal management. Improved charging infrastructure also facilitates longer journeys and more extensive use of EVs, increasing the demand for durable and efficient compressors that can handle the stress of prolonged operation. Additionally, advanced charging networks encourage the adoption of high-performance EVs, which require more sophisticated compressors to support their enhanced power needs.
Regulatory and environmental challenges
Regulatory and environmental challenges significantly hinder the development and adoption of Electric Vehicle (EV) compressors. Stricter emissions regulations demand that these compressors meet increasingly stringent efficiency and environmental standards, leading to higher development costs and complexities in design. The push for eco-friendly refrigerants, which have lower global warming potential, poses a challenge as these alternatives often require more advanced and costly materials. Regulations vary across regions, complicating the global standardization of EV compressors and increasing compliance costs.
The COVID-19 pandemic significantly impacted the electric vehicle (EV) compressor market due to disruptions in global supply chains and manufacturing. Lockdowns and restrictions led to factory closures and delays in production, causing a shortage of key components, including EV compressors. This shortage affected the production schedules of electric vehicles, leading to delayed deliveries and increased costs. The economic uncertainty during the pandemic caused a dip in consumer demand for electric vehicles, further straining the market.
The Oil Separator segment is expected to be the largest during the forecast period
Oil Separator segment is expected to be the largest during the forecast period. In EV compressors, which are pivotal for the climate control systems of electric vehicles, the Oil Separator ensures that the compressor operates smoothly by removing oil from the refrigerant before it re-enters the system. This separation is vital as it prevents oil contamination, which can lead to inefficiencies, increased wear, and potential damage to the compressor. By effectively removing oil, the Oil Separator helps maintain optimal compressor performance, reduces energy consumption, and extends the lifespan of the compressor.
The Air Conditioning segment is expected to have the highest CAGR during the forecast period
Air Conditioning segment is expected to have the highest CAGR during the forecast period. As EVs become more prevalent, there's a growing need for sophisticated air conditioning systems that can efficiently manage cabin temperature without compromising the vehicle's battery life. Modern EV compressors are designed to be more compact and energy-efficient, using advanced technologies such as variable displacement and electric drive motors. These innovations allow the compressors to adjust cooling power in real-time based on the vehicle's needs, thereby optimizing energy consumption.
North America region commanded the largest share of the market over the extrapolated period of time. As automakers and consumers alike prioritize reducing energy consumption and maximizing performance, the demand for advanced EV compressors has surged. These components, crucial for managing the air conditioning and cooling systems in electric vehicles, are pivotal in enhancing overall vehicle efficiency. North America's automotive industry, driven by stringent emissions regulations and a growing shift towards sustainable transportation, is investing heavily in innovative compressor technologies across the region. This investment is fostering the development of high-performance, energy-efficient compressors that align with the region's environmental goals.
Europe region is estimated to witness profitable growth during the projected period. European policies, such as the European Union's Green Deal and the Fit for 55 package, aim to reduce carbon emissions and promote the adoption of electric vehicles. These regulations drive demand for advanced EV components, including compressors, which are essential for maintaining optimal performance and efficiency in electric drivetrains. Additionally, substantial subsidies and tax breaks for manufacturers and consumers further accelerate regional growth. By enforcing these regulations, Europe not only encourages technological innovation and sustainability in the automotive sector but also positions itself as a leader in the global shift towards greener transportation solutions.
Key players in the market
Some of the key players in Electric Vehicle Compressor market include BorgWarner Inc., Brose Fahrzeugteile GmbH & Co. Kg, Continental AG, Denso Corporation, Hanon Systems, HELLA GmbH & Co. KGaA, MAHLE GmbH, Marelli Corporation, Toyota Industries Corporation, Robert Bosch GmbH and Sanden Corporation.
In September 2023, Denso Corporation announced that it has developed Everycool, an advanced cooling system for commercial vehicles. The product features an electric compressor specially developed for heat exchange operations.
In July 2022, Toyota Industries Corporation announced expansion of its manufacturing units at various locations. It will increase the capacity of the machining line of its Higashiura Plant and its Chinese subsidiary TACK 1, and construct a 10-million-unit global production capacity.
In March 2022, Mahle GmbH announced expansion of its aftermarket product portfolio including compressors and indirect air conditioning condensers. The company aims at easier availability of products for workshops operating in maintenance of thermal management systems in hybrid and electric vehicles.