電動汽車電池冷卻板市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

2024年，全球電動車電池冷卻板市場價值為25億美元，預計到2034年將以16.3%的複合年成長率成長，達到94億美元。這得歸功於電動車出行方式的加速轉變、全球排放法規的日益嚴格、政府對電動車生產的激勵措施以及積極的脫碳目標。隨著電動車成為主流，對高效能熱管理系統的需求也隨之激增。隨著電動車電池的性能日益強大和複雜，保持最佳溫度對於電池的性能、安全性和壽命至關重要。冷卻板，尤其是液冷系統，已成為電池組中處理快速充電和高負荷使用過程中高熱負荷的關鍵組件。

隨著電動車生態系統的成熟，熱管理解決方案不再只是可選的附加組件，而是實現具有競爭力的車輛續航里程、電池耐用性和消費者信任的不可或缺的部分。消費者對電動車安全意識的不斷增強、長續航電動車型的日益普及以及全球快速充電網路的擴張，進一步推動了汽車製造商和電池製造商大力投資先進的冷卻技術。此外，對車輛輕量化和空間最佳化的追求也推動了緊湊型高效電池冷卻設計的創新，使其成為下一代電動車平台中不可或缺的一部分。

世界各國政府在推動電動車技術發展方面發揮至關重要的作用，尤其是在電池熱管理系統方面。各國透過大力投資研發，推動旨在提升電動車性能、安全性和能源效率的創新。資金計畫通常用於開發先進的冷卻系統，例如液冷電池板，這有助於最佳化電池健康狀況並延長續航里程。透過為製造商和研究機構提供財政誘因和補貼，各國政府正在加快開發更有效率的冷卻解決方案，這對於電動車市場的快速擴張至關重要。

電動車電池冷卻板市場按車型細分為純電動車 (BEV)、插電式混合動力電動車 (PHEV) 和混合動力電動車 (HEV)。 2024 年，純電動車 (BEV) 佔據主導地位，市佔率達 65%，預計到 2034 年將以 17.1% 的複合年成長率成長。由於純電動車完全依賴電池，且沒有內燃機，因此需要卓越的熱管理系統來確保最佳性能和電池壽命。在排放法規日益嚴格和消費者興趣日益成長的推動下，純電動車 (BEV) 的快速成長正推動對先進冷卻解決方案的巨大需求。

按技術分類，市場可分為空氣冷卻、液體冷卻和PCM冷卻。液體冷卻在2024年佔據了76%的市場佔有率，並有望憑藉其卓越的高熱負荷管理能力繼續保持主導地位。液冷系統比空氣冷卻提供更好的溫度控制，從而實現更快的充電速度和更長的電池壽命，使其成為長續航、高性能電動車的首選。

2024年，中國以68%的市佔率領先全球市場，創造了約8.4億美元的收入。其領先地位得益於強大的電動車製造能力、強大的電池生產基礎設施以及政府積極推動電動車出行的政策。

全球電動車電池冷卻板市場的知名企業包括三花集團、博伊德、博格華納、莫迪恩製造公司、日本輕金屬、德納、Senior Flexonics、馬勒、索格菲集團和法雷奧。這些公司正在大力投資液體冷卻技術創新，擴大產品組合，與汽車製造商合作，探索環保材料，並與政府機構建立夥伴關係，以增強其市場影響力並順應全球永續發展趨勢。

目錄

第1章：方法論與範圍

第2章：執行摘要

第3章：行業洞察

• 產業生態系統分析
• 供應商格局
  • 零件製造商
  • 電池製造商
  • 原物料供應商
  • 零件供應商
  • 售後服務提供者
  • 經銷商
  • 最終用途
• 川普政府關稅的影響
  • 對貿易的影響
    • 貿易量中斷
    • 報復措施
  • 對產業的影響
    • 供給側影響（原料）
      • 主要材料價格波動
      • 供應鏈重組
      • 生產成本影響
    • 需求面影響（售價）
      • 價格傳導至終端市場
      • 市佔率動態
      • 消費者反應模式
  • 策略產業反應
    • 供應鏈重組
    • 定價和產品策略
• 利潤率分析
• 技術與創新格局
• 專利分析
• 重要新聞和舉措
• 監管格局
• 衝擊力
  • 成長動力
    • 電動車普及率不斷上升
    • 電池冷卻技術的進步
    • 政府激勵措施和政策
    • 快速充電需求不斷成長
  • 產業陷阱與挑戰
    • 製造成本高
    • 複雜設計整合
• 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：依車型，2021 - 2034 年

• 主要趨勢
• 純電動車
• 插電式混合動力
• 油電混合車

第6章：市場估計與預測：依技術分類，2021 - 2034 年

• 主要趨勢
• 液體
• 空氣
• 脈衝編碼調變

第7章：市場估計與預測：依資料，2021 - 2034 年

• 主要趨勢
• 鋁
• 銅
• 不銹鋼

第8章：市場估計與預測：依銷售管道，2021 - 2034 年

• 主要趨勢
• OEM
• 售後市場

第9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
  • 義大利
  • 西班牙
  • 俄羅斯
  • 北歐人
• 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
• MEA
  • 阿拉伯聯合大公國
  • 沙烏地阿拉伯
  • 南非

第10章：公司簡介

• Aavid Thermalloy
• Alfa Laval
• Boyd
• BorgWarner
• CapTherm Systems
• Dana
• Granges
• Koolance
• MAHLE
• Modine Manufacturing Company
• Nemak
• Nippon Light Metal
• Samsung SDI
• Sanhua Holding Group
• Senior Flexonics
• SGL Carbon SE
• Sogefi
• Valeo
• Zhejiang Yinlun Machinery

The Global Electric Vehicle Battery Cooling Plate Market was valued at USD 2.5 billion in 2024 and is estimated to grow at a CAGR of 16.3% to reach USD 9.4 billion by 2034, driven by the accelerating shift toward electric mobility, stricter global emission regulations, government incentives supporting EV production, and aggressive decarbonization goals. As electric vehicle adoption becomes mainstream, the demand for highly efficient thermal management systems is surging. With EV batteries becoming more powerful and complex, maintaining optimal temperatures has become critical for performance, safety, and battery lifespan. Cooling plates, especially liquid-cooled systems, have emerged as essential components in battery packs to handle high thermal loads during fast charging and heavy usage.

As the EV ecosystem matures, thermal management solutions are no longer just optional add-ons but integral to achieving competitive vehicle range, battery durability, and consumer trust. Growing consumer awareness about EV safety, the rising popularity of long-range electric models, and the expansion of fast-charging networks worldwide are further pushing automakers and battery manufacturers to invest heavily in advanced cooling technologies. Additionally, the push for vehicle lightweighting and space optimization has led to innovations in compact, high-efficiency battery cooling designs, making them indispensable in next-gen EV platforms.

Governments across the world are playing a crucial role in advancing EV technologies, particularly in battery thermal management systems. By making substantial investments in research and development, countries are fueling innovations aimed at enhancing the performance, safety, and energy efficiency of EVs. Funding initiatives are frequently directed toward the development of advanced cooling systems like liquid-cooled battery plates, which help optimize battery health and extend driving range. Through financial incentives and subsidies for manufacturers and research institutions, governments are fast-tracking the development of more efficient cooling solutions essential for the rapid expansion of the EV market.

The electric vehicle battery cooling plate market is segmented by vehicle type into BEV, PHEV, and HEV. In 2024, BEVs accounted for a dominant 65% share and are expected to expand at a CAGR of 17.1% through 2034. Since BEVs rely entirely on electric batteries and lack internal combustion engines, they demand superior thermal management systems to ensure optimal performance and battery longevity. The surging growth of BEVs, supported by tightening emission regulations and increasing consumer interest, is driving significant demand for advanced cooling solutions.

By technology, the market is segmented into air cooling, liquid cooling, and PCM cooling. Liquid cooling captured a commanding 76% share in 2024 and is set to maintain dominance due to its superior ability to manage high thermal loads. Liquid-cooled systems offer better temperature control than air cooling, enabling faster charging and longer battery life, making them the preferred choice for long-range, high-performance EVs.

China led the global market in 2024 with a 68% share, generating around USD 840 million in revenue. Its leadership is fueled by robust EV manufacturing capabilities, strong battery production infrastructure, and proactive government policies promoting electric mobility.

Prominent players in the Global Electric Vehicle Battery Cooling Plate Market include Sanhua Group, Boyd, BorgWarner, Modine Manufacturing Company, Nippon Light Metal, Dana, Senior Flexonics, MAHLE, Sogefi Group, and Valeo. These companies are heavily investing in innovations around liquid cooling technologies, expanding product portfolios, collaborating with automakers, exploring eco-friendly materials, and forming partnerships with government bodies to strengthen their market presence and align with global sustainability trends.

Table of Contents

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 definitions

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 Component manufacturers
  • 3.2.2 Battery manufacturers
  • 3.2.3 Raw material supplier
  • 3.2.4 Component supplier
  • 3.2.5 Aftermarket service provider
  • 3.2.6 Distributor
  • 3.2.7 End use
• 3.3 Impact of Trump administration tariffs
  • 3.3.1 Impact on trade
    • 3.3.1.1 Trade volume disruptions
    • 3.3.1.2 Retaliatory measures
  • 3.3.2 Impact on industry
    • 3.3.2.1 Supply-side impact (raw materials)
      • 3.3.2.1.1 Price volatility in key materials
      • 3.3.2.1.2 Supply chain restructuring
      • 3.3.2.1.3 Production cost implications
    • 3.3.2.2 Demand-side impact (selling price)
      • 3.3.2.2.1 Price transmission to end markets
      • 3.3.2.2.2 Market share dynamics
      • 3.3.2.2.3 Consumer response patterns
  • 3.3.3 Strategic industry responses
    • 3.3.3.1 Supply chain reconfiguration
    • 3.3.3.2 Pricing and product strategies
• 3.4 Profit margin analysis
• 3.5 Technology & innovation landscape
• 3.6 Patent analysis
• 3.7 Key news & initiatives
• 3.8 Regulatory landscape
• 3.9 Impact forces
  • 3.9.1 Growth drivers
    • 3.9.1.1 Rising adoption of electric vehicles
    • 3.9.1.2 Advancements in battery cooling technology
    • 3.9.1.3 Government incentives and policies
    • 3.9.1.4 Rising demand for fast charging
  • 3.9.2 Industry pitfalls & challenges
    • 3.9.2.1 High manufacturing cost
    • 3.9.2.2 Complex design integration
• 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 Vehicle, 2021 - 2034 ($Bn, Units)

• 5.1 Key trends
• 5.2 BEV
• 5.3 PHEV
• 5.4 HEV

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

• 6.1 Key trends
• 6.2 Liquid
• 6.3 Air
• 6.4 PCM

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

• 7.1 Key trends
• 7.2 Aluminium
• 7.3 Copper
• 7.4 Stainless steel

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

• 8.1 Key trends
• 8.2 OEM
• 8.3 Aftermarket

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

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
  • 9.3.7 Nordics
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 Saudi Arabia
  • 9.6.3 South Africa

Chapter 10 Company Profiles

• 10.1 Aavid Thermalloy
• 10.2 Alfa Laval
• 10.3 Boyd
• 10.4 BorgWarner
• 10.5 CapTherm Systems
• 10.6 Dana
• 10.7 Granges
• 10.8 Koolance
• 10.9 MAHLE
• 10.10 Modine Manufacturing Company
• 10.11 Nemak
• 10.12 Nippon Light Metal
• 10.13 Samsung SDI
• 10.14 Sanhua Holding Group
• 10.15 Senior Flexonics
• 10.16 SGL Carbon SE
• 10.17 Sogefi
• 10.18 Valeo
• 10.19 Zhejiang Yinlun Machinery