市場調查報告書
商品編碼
1603746
到 2030 年商用車汽車熱感系統市場預測:按車輛類型、零件、推進類型、應用和地區進行的全球分析Commercial Vehicle Automotive Thermal System Market Forecasts to 2030 - Global Analysis By Vehicle Type, Component (HVAC, Powertrain Cooling, Fluid Transport and Other Components), Propulsion Type, Application and by Geography |
根據Stratistics MRC的數據,2024年全球商用車熱感系統市場規模為183.6億美元,預計在預測期內複合年成長率為6.33%,到2030年達到265.3億美元。
商用車的汽車熱感系統是控制各種車輛零件溫度以確保最大效率和性能的重要組成部分。控制引擎、變速箱和其他動力傳動系統總成部件產生的熱量是這些系統的關鍵功能,特別是在用於遠距、高負載運輸的大型商用車中。熱交換器、壓縮機、冷凝器和散熱器是商用車熱感系統的常見組件。這些解決方案有助於減少排放氣體、提高燃油效率並控制關鍵系統的溫度以防止過熱。
國際能源總署(IEA)預計,在亞洲市場消費增加和歐洲工業需求復甦的推動下,2024年全球天然氣需求預計將增加2.5%左右。這是在能源供應不確定和劇烈波動的困難時期之後面臨的挑戰。
人們對燃油效率的興趣日益濃厚
隨著營運商面臨利潤微薄和燃料成本增加的困境,商用車的燃油效率也變得越來越重要。因此,製造商投資了尖端的溫度控管技術,以提高引擎性能並減少能量損失。整合式熱感系統、高效能熱交換器和變速冷卻風扇等創新技術已被開發出來,以最大限度地提高燃料消耗。此外,車隊經理現在正在考慮總擁有成本,其中不僅包括初始購買價格,還包括持續的維護和燃料成本。
熱感系統價格高
先進溫度控管技術的高價格是限制商用車汽車熱感系統市場拓展的最大因素之一。即使製造商努力滿足嚴格的排放氣體和燃油經濟性目標,先進熱感系統所需的初始投資也可能很大。其中許多系統都使用最尖端科技,例如智慧感測器和先進材料,這會增加製造成本。此外,在 60 多種熱感系統技術中,只有少數技術因其成本效益而廣泛應用。
物聯網支援與智慧熱感系統的結合
智慧物聯網熱感系統的結合代表最大的機會之一。這些最先進的系統提供溫度控管程序的自適應控制和即時監控,可以顯著提高能源效率並減少排放。製造商可以使用物聯網技術建立系統,持續評估來自多個感測器的資料,並根據駕駛條件最大限度地提高效能。此外,此功能還有助於預測性維護,使操作員不僅可以提高熱感系統的整體效率,還可以在潛在問題變得嚴重到需要昂貴的維修之前解決它們。
混合動力汽車和電動車的技術難點
隨著汽車產業向電動和混合動力汽車發展,製造商在溫度控管領域面臨重大技術障礙。與傳統內燃機 (ICE)動力來源的車輛相比,更大的電池、電力電子設備和馬達帶來了更複雜的溫度控管挑戰。例如,電池組在充電和放電期間必須保持在理想溫度,以避免可能導致災難性故障的熱失控。此外,電動車的小尺寸使得散熱變得更加困難,需要在不犧牲車輛性能或安全性的情況下提供創造性的解決方案。
商用車的汽車熱感系統市場受到 COVID-19 大流行的嚴重影響,對該行業造成了重大干擾。作為導致失業率飆升的更大景氣衰退的一部分,美國卡車運輸業在 2020 年 4 月的活動下降了 5.8%,失去了超過 88,000 個工作機會。軸荷改革、流動性不足等因素進一步加劇了這些困難,使產業復甦更加困難。然而,隨著經濟重新開放並開始適應新的營運標準,我們看到對商用車的需求逐漸復甦,特別是對配備尖端溫度控管系統、提高效率並符合嚴格排放標準的商用車的需求。 。
輕型商用車市場預計將在預測期內成為最大的市場
在輕型商用車(LCV)領域,商用車的汽車熱感系統市場佔最大佔有率。輕型卡車和貨運巴士包含在這一細分市場中,因為它們比中型和重型商用車具有更輕的負載容量和更短的行駛距離。隨著人們越來越依賴輕型商用車來實現快速運輸,電子商務的繁榮和對有效的最後一哩交付解決方案的需求是推動輕型商用車需求成長的關鍵因素。此外,與重型汽車相比,輕型商用車被認為是運輸乘客和貨物的更實惠的選擇,從而導致銷售增加。
預計流體運輸領域在預測期內複合年成長率最高。
流體運輸領域預計將在商用車汽車熱感系統市場中表現出最高的複合年成長率,因為它在確保許多車輛部件的有效運行方面發揮關鍵作用。流體傳輸系統對於控制冷卻劑和潤滑油等流體的循環至關重要,以保持理想的引擎溫度並提高車輛的整體性能。此外,對溫度控管系統的不斷成長的需求也推動了該市場的成長,這些熱管理系統使商用車更加堅固、高效,並在各種環境條件下表現良好。
由於汽車製造業的蓬勃發展和商用車需求的不斷成長,亞太地區佔據了商用車熱感系統的最大市場佔有率。大規模的基礎設施投資和不斷壯大的中階正在推動汽車銷售,使該地區成為全球汽車生產中心,特別是在中國和印度等國家。亞太地區電子商務和物流行業的成長正在推動對配備先進溫度控管系統的輕型、中型和重型商用車的需求。此外,支持電動車的政府計劃和更嚴格的排放法規正在鼓勵製造商開發和改進熱感解決方案。
在預測期內,商用車的汽車熱感系統市場預計將以歐洲地區最高的複合年成長率成長。汽車產業技術發展的進步和創新投資的增加是這一成長的主要驅動力。歐洲國家,尤其是德國,以其汽車製造業而聞名,這些產業致力於開發強大且遵守嚴格排放標準的尖端溫度控管系統。此外,隨著該地區專注於提高商用車的駕駛員舒適度和安全功能,對先進 HVAC 系統和溫度控管解決方案的需求不斷增加。
According to Stratistics MRC, the Global Commercial Vehicle Automotive Thermal System Market is accounted for $18.36 billion in 2024 and is expected to reach $26.53 billion by 2030 growing at a CAGR of 6.33% during the forecast period. The Commercial Vehicle Automotive Thermal System is a crucial part of controlling the temperature of different vehicle components to guarantee maximum effectiveness and performance. Controlling the heat produced by engines, transmissions, and other powertrain parts is a critical function of these systems, particularly in heavy-duty commercial vehicles that are used for long-distance and high-load transportation. Heat exchangers, compressors, condensers, and radiators are common parts of commercial vehicles' thermal systems. These solutions aid in reducing emissions, enhancing fuel efficiency, and preventing overheating by controlling the temperature of crucial systems.
According to the International Energy Agency (IEA), global gas demand is anticipated to grow by approximately 2.5% in 2024, driven by increasing consumption in Asian markets and recovering industrial demand in Europe. This follows a challenging period marked by energy supply instability and volatility.
Growing interest in fuel efficiency
Commercial vehicle fuel efficiency has become more and more important as operators deal with tighter profit margins and growing fuel costs. As a result, manufacturers have made investments in cutting-edge thermal management technologies that improve engine performance and reduce energy losses. To maximize fuel consumption, innovations like integrated thermal systems, high-efficiency heat exchangers, and variable-speed cooling fans are being developed. Furthermore, fleet managers are now taking into account the total cost of ownership, which encompasses not only the initial purchase price but also ongoing maintenance and fuel costs.
High price of thermal systems
The high price of sophisticated thermal management technologies is one of the biggest factors limiting the market expansion for commercial vehicle automotive thermal systems. The initial investment needed for advanced thermal systems can be significant, even though manufacturers are working to meet strict emissions and fuel efficiency targets. Cutting-edge technologies like smart sensors and advanced materials are used in many of these systems, which can increase production costs. Additionally, only a small number of the more than 60 thermal system technologies are widely used because of their cost-benefit ratio.
Combining IoT-enabled and smart thermal systems
The combination of intelligent and Internet of Things-enabled thermal systems represents one of the biggest opportunities. These cutting-edge systems can offer adaptive control and real-time monitoring of thermal management procedures, greatly increasing energy efficiency and lowering emissions. Manufacturers can use IoT technologies to create systems that continuously evaluate data from multiple sensors in order to maximize performance depending on the state of operations. Furthermore, this feature helps with predictive maintenance, which enables operators to handle possible problems before they become serious enough to require expensive repairs, in addition to increasing the overall efficiency of thermal systems.
Technological difficulties in hybrid and electric cars
As the automotive sector moves more and more toward electric and hybrid cars, manufacturers face significant technological obstacles in the area of thermal management. Compared to vehicles powered by conventional internal combustion engines (ICE), high-capacity batteries, power electronics, and electric motors present a far more complex heat management challenge. For instance, in order to avoid thermal runaway, which can result in disastrous failures, battery packs must be kept at ideal temperatures during charging and discharging. Moreover, heat dissipation becomes even more difficult in electric vehicles due to their small size, which calls for creative solutions without sacrificing vehicle performance or safety.
The market for automotive thermal systems for commercial vehicles was significantly impacted by the COVID-19 pandemic, which caused major industry disruptions. As part of a larger economic downturn that caused unemployment rates to skyrocket, the U.S. trucking industry witnessed a 5.8% decline in activity, with over 88,000 jobs lost in April 2020. These difficulties were made worse by elements like axle-load reforms and a shortage of liquidity, which made it more difficult for the sector to recover. However, there has been a slow recovery in demand for commercial vehicles as economies have started to reopen and adjust to new operating standards, especially those with cutting-edge thermal management systems that improve efficiency and adhere to strict emissions standards.
The Light Commercial Vehicle segment is expected to be the largest during the forecast period
The market for commercial vehicle automotive thermal systems have largest share in the Light Commercial Vehicle (LCV) segment. Smaller trucks and goods carrier buses, which are mostly used for lighter loads and shorter distances than medium and heavy commercial vehicles, are included in this segment. As businesses increasingly depend on LCVs to enable quick transportation of goods, the e-commerce boom and the need for effective last-mile delivery solutions are major factors driving the growing demand for LCVs. Furthermore, compared to their heavier counterparts, LCVs are thought to be more affordable options for moving both passengers and cargo, which results in higher sales volumes.
The Fluid Transport segment is expected to have the highest CAGR during the forecast period
Due to its crucial role in guaranteeing the effective operation of numerous vehicle components, the Fluid Transport segment is anticipated to show the highest CAGR in the commercial vehicle automotive thermal system market. In order to maintain ideal engine temperatures and improve overall vehicle performance, fluid transport systems are critical for controlling the circulation of fluids like coolant and lubricants. Moreover, the increasing need for thermal management systems that can function well in a variety of environmental settings, improving the robustness and efficiency of commercial vehicles, is another factor driving this market's expansion.
Due to its thriving automotive manufacturing sector and rising demand for commercial vehicles, the Asia-Pacific region commands the largest market share for commercial vehicle automotive thermal systems. With major infrastructure investments and growing middle-class driving vehicle sales, this region has become a global center for automotive production, especially in nations like China and India. The need for light, medium, and heavy commercial vehicles with sophisticated thermal management systems is growing as a result of the growth of the e-commerce and logistics industries in Asia-Pacific. Additionally, manufacturers are also being encouraged to develop and improve their thermal solutions by government programs supporting electric vehicles and strict emissions regulations.
Over the course of the forecast period, the commercial vehicle automotive thermal system market is expected to grow at the highest CAGR in the Europe region. Growing technological developments and increased investments in innovation within the automotive industry are the main drivers of this growth. European nations, especially Germany, are renowned for their robust automotive manufacturing sectors and dedication to creating cutting-edge thermal management systems that adhere to strict emissions standards. Furthermore, increasing demand for advanced HVAC systems and thermal management solutions is the region's emphasis on improving driver comfort and safety features in commercial vehicles.
Key players in the market
Some of the key players in Commercial Vehicle Automotive Thermal System market include BorgWarner Inc., Mahle GmbH, Robert Bosch GmbH., Dana Incorporated, Valeo SA, Gentherm Incorporated, Hanon Systems, Continental AG, Sumitomo Electric Industries, Ltd., Cummins Inc., Schaeffler AG, Eberspacher, Denso Corporation, Eaton Corporation and Visteon Corporation.
In July 2024, Robert Bosch GmbH is emerging as the front-runner to acquire a portfolio of heating and ventilation assets being sold by Johnson Controls International Plc, people with knowledge of the matter said. The German company is in advanced talks on terms of a potential transaction with Johnson Controls and aims to reach an agreement as soon as the next few weeks, the people said, asking not to be identified because the information is private.
In April 2024, MAHLE Behr GmbH & Co. KG, a subsidiary of MAHLE Group, and HELLA GmbH & Co. KGaA successfully completed the sale of their respective 50 percent stake in the joint venture Behr-Hella Thermocontrol to AUO Corporation. The parties had signed an agreement to sell the shares on 2 October 2023; the transaction has now been approved by the relevant authorities.
In February 2024, BorgWarner Inc. announced a strategic relationship agreement with FinDreams Battery, a subsidiary of BYD Company Limited. Under this agreement, BorgWarner will be the only non-OEM localized manufacturer, unaffiliated with FinDreams Battery, with rights to localize LFP battery packs for commercial vehicles utilizing FinDreams Battery blade cells in Europe, the Americas, and select regions of Asia Pacific.