全球電動車導熱材料市場規模、佔有率及成長預測（2026-2031年）

預計到 2026 年，全球電動車導熱材料市場規模將達到 11.5 億美元，到 2031 年將達到 28.5 億美元。這意味著在預測期內，複合年成長率將達到 19.9%。

全球電動車（EV）導熱介面材料市場正日益成為電動車溫度控管的關鍵價值層。導熱界面材料在發熱部件和冷卻結構（例如冷板、散熱器和外殼）之間形成高效的熱傳遞通道。隨著電動車電池能量密度的提高以及車輛對更快充電速度和高功率的需求，這項功能的重要性日益凸顯。電池組是最大的需求來源，因為電池單元或模組組件與冷卻板之間需要大面積的介面。

此外，電池架構的變革也正在影響這個市場。在「電芯到電池組」和「電芯到底底盤」的設計中，中間結構被減少，這增加了對兼具導熱性、結構黏合性、抗振性、抗衝擊性和電絕緣性的材料的需求。這使得導熱黏合劑的作用範圍超越了傳統的間隙填充材料、凝膠、墊片和薄膜。因此，材料的選擇不再僅限於導熱性。塗層效率、密度、黏合線控制、介電性能、固化特性以及與自動化生產的兼容性正成為重要的採購標準。

亞太地區仍然是最大的區域市場，這主要得益於該地區電動車生產、電池部署和溫度控管材料製造的集中。中國是主要的需求中心，而日本、韓國和東南亞則是重要的材料供應國和汽車製造地。該地區的供應鏈也促進了熱管理材料供應商、電池製造商和汽車製造商之間的緊密合作。

市場促進因素

由於電池能量密度提高和充電速度加快，界面熱負荷增加。

• 最直接的影響因素是現代電動車電池產生的熱負荷增加。更高的能量密度意味著在更小的空間內儲存更多能量。此外，快速充電會在短時間內增加電阻發熱。隨著熱負荷的增加，電池單元與冷卻板之間的介面對於維持電池性能、安全性和使用壽命變得越來越重要。
• 導熱界面材料 (TIM) 供應商正透過提供高導熱配方、更薄的黏合層、更優異的介電性能以及能夠在反覆熱循環中保持接觸的材料來應對這項挑戰。市面上導熱係數超過 6 W/mK 的產品數量不斷增加，反映了產業向高性能導熱介面材料的轉型。
• 對可靠散熱路徑的需求也延伸到了電力電子領域。碳化矽（SiC）逆變器、DC-DC轉換器和汽車充電器等產品在日益小型化的組件中會產生局部熱量，從而催生了對先進導熱材料（TIM）日益成長的需求。

單元到封裝和單元到底底盤的架構增強了材料的功能。

• 電池結構架構的改變提高了對導熱界面材料的功能要求。傳統的電池組通常採用機械固定在冷卻結構上的獨立模組。而在單體電池組和單體電池底盤一體化設計中，中間結構減少，這就需要能夠執行多種功能的材料。
• 導熱黏合劑能夠在固定電池和組件的同時傳遞熱量。這使得自動化組裝成為可能，並減少了對緊固件和中間組件的需求。當需要結構性黏合、可控制彈性、低密度和無矽配方時，聚氨酯基材料尤其適用。
• 這種轉變正在擴大多功能導熱材料的潛在市場。同時，它也為那些能夠在導熱性、機械強度和可製造性之間取得良好平衡的供應商創造了新的商機。

電動汽車電池的日益普及將提振對材料的需求。

• 預計到2025年，全球電動車電池部署量將達到約1.2太瓦時（TWh），較上年成長約30%。至2030年，電池部署量預計將接近3太瓦時。在2025年的全球部署量中，中國約佔60%，其次是歐盟和美國。
• 隨著電池部署數量的增加，需要導熱界面材料的物理面積也直接擴大。此外，由於電池組容量增加和冷卻架構更加複雜，對導熱界面材料的需求也隨之增加。這對於商用電動車尤其重要，因為電動卡車和巴士需要容量更大的電池和更高的持續輸出功率。
• 因此，隨著電動車產量的擴大，導熱界面材料（TIM）的消耗量將取決於車輛產量和每輛車的材料用量。根據電池組的設計，某些電池組可能需要大量的導熱介面材料，這使得電池組的結構成為決定其市場價值的關鍵因素。

市場限制因素

材料成本、重量和塗層效率

• 雖然導熱界面材料可以提高導熱性，但將其應用於電池的整個表面會顯著增加成本和重量。有些電池組可能需要使用高達 5 公升（約 15 公斤）的導熱界面材料。這給製造商帶來了巨大的壓力，迫使他們最佳化材料使用。
• 輪胎邊緣形狀、界面厚度、塗層精度和固化速度都會影響經濟效益。材料必須在大量生產中穩定塗覆，且不會造成設備過度磨損、空隙形成或返工。僅憑高導熱性並不能保證商業性優勢，因為它會增加加工成本或需要更大的塗覆量。
• 因此，低密度、高導熱性的配方具有優勢，它既能減少材料的質量，又能保持所需的熱性能。

汽車認證和材料符合性

• 導熱界面材料（TIM）通常與鋁製冷卻板、塗層電池、聚合物、匯流排、絕緣系統以及高靈敏度電子元件一起使用。材料化學成分的變化會影響其附著力、耐腐蝕性、介電性、釋氣性、可維護性和長期耐熱性。
• 因此，汽車產業的認證週期延長了，尤其是直接用於高壓電池組內部的材料。這可能導致供應商轉型速度減慢，並為新材料製造商設定進入門檻。
• 此外，人們對矽遷移和污染的擔憂促使他們更加關注某些應用領域中不含矽的替代品。同時，電池維修、二次利用和回收技術的進步也提升了可移除和可剝離導熱材料的重要性。

目錄

第1章：執行摘要

第2章：市場概述

• 市場概覽
• 市場區隔

第3章：商業趨勢

• 市場促進因素
  • 電池能量密度的提高和快速充電會增加介面上的熱負荷。
  • 單元到封裝和單元到底底盤的架構增強了材料的功能。
  • 電動汽車電池的日益普及擴大了可作為目標材料的範圍。
• 市場限制因素
  • 材料成本、重量和塗層效率仍然是重要的阻礙因素。
  • 汽車產業的認證要求和材料合規性正在延緩供應商的變更。
• 市場機遇
• 波特五力分析
• 產業價值鏈分析
• 監理情勢

第4章 技術展望

• 高導電性、適用於點膠機的縫隙填充劑
• 無矽聚氨酯和混合體系
• 可維修和可拆卸的熱介面

第5章 全球電動車導熱材料市場：依產品形式分類

• 縫隙填充物和熱凝膠
• 導熱黏合劑
• 導熱墊和薄膜
• 導熱油脂和相變材料
• 其他

第6章 全球電動車導熱材料市場：依化學成分分類

• 矽基
• 聚氨酯
• 環氧樹脂和丙烯酸樹脂
• 其他

第7章 全球電動車導熱材料市場：依應用領域分類

• 電池組
• 電力電子
• 電驅動和電機系統
• 車載充電器和直流-直流轉換器
• 其他

第8章 全球電動車導熱材料市場：依車輛類型分類

• 搭乘用電動車
• 商用電動車
• 電動二輪車和三輪車

第9章 全球電動車導熱材料市場：按地區分類

• 北美洲
  • 美國
  • 加拿大
  • 墨西哥
• 南美洲
  • 巴西
  • 阿根廷
  • 其他南美國家
• 歐洲
  • 德國
  • 法國
  • 英國
  • 義大利
  • 其他歐洲國家
• 中東和非洲
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非
  • 其他中東和非洲國家
• 亞太地區
  • 中國
  • 日本
  • 韓國
  • 印度
  • 其他亞太國家

第10章：競爭環境與分析

• 主要公司及策略分析
• 市佔率分析
• 合併、收購、協議和合作關係
• 競爭環境儀錶板

第11章：公司簡介

• Henkel AG & Co. KGaA
• Dow Inc.
• Parker Hannifin Corporation（Chomerics）
• DuPont
• Wacker Chemie AG
• Shin-Etsu Chemical Co., Ltd.
• Sika AG
• Saint-Gobain
• 3M
• Momentive Performance Materials
• HB Fuller Company
• Huntsman Corporation
• Boyd Corporation
• Fujipoly
• Panasonic Industry Co., Ltd.
• T-Global Technology
• Sekisui Chemical Co., Ltd.
• Elkem ASA

第12章 近期趨勢

第13章附錄

The global EV thermal interface material market is estimated at USD 1.15 billion in 2026 and is projected to reach USD 2.85 billion by 2031, representing a CAGR of 19.9% during the forecast period.

The global EV thermal interface material market is becoming an important value layer within electric vehicle thermal management. Thermal interface materials create an efficient heat-transfer path between heat-generating components and cooling structures such as cold plates, heat sinks, and housings. This function is increasingly important as EV batteries become more energy dense and vehicles support faster charging and higher power output. Battery packs represent the largest demand center because large-area interfaces are required between cell or module assemblies and cooling plates.

The market is also being shaped by changes in battery architecture. Cell-to-pack and cell-to-chassis designs reduce intermediate structures and increase the need for materials that can combine thermal transfer with structural bonding, vibration resistance, crash durability, and electrical insulation. This is increasing the role of thermally conductive adhesives alongside conventional gap fillers, gels, pads, and films. Material selection is therefore moving beyond thermal conductivity alone. Dispensing efficiency, density, bond-line control, dielectric performance, cure characteristics, and compatibility with automated manufacturing are becoming important purchasing criteria.

Asia Pacific remains the largest regional market because of its concentration of EV production, battery deployment, and thermal-material manufacturing. China represents the principal demand center, while Japan, South Korea, and Southeast Asia provide important materials and automotive manufacturing capabilities. The regional supply chain also enables close collaboration between TIM suppliers, battery manufacturers, and vehicle producers.

Market Drivers

Higher Battery Energy Density and Fast Charging Increase Interface Heat Loads

• The most direct driver is the rising thermal load generated by modern EV batteries. Higher energy density places more stored energy into smaller spaces. Fast charging also increases resistive heating during shorter charging periods. As thermal loads rise, the interface between cells and cooling plates becomes increasingly important for maintaining battery performance, safety, and service life.
• Thermal interface suppliers are responding with higher-conductivity formulations, thinner bond lines, improved dielectric properties, and materials capable of maintaining contact through repeated thermal cycles. Commercial products are increasingly available with thermal conductivity above 6 W/mK, reflecting the industry's movement toward higher-performance interfaces.
• The need for reliable thermal paths also extends to power electronics. Silicon carbide inverters, DC-DC converters, and on-board chargers generate localized heat within increasingly compact assemblies. This creates additional opportunities for advanced TIMs.

Cell-to-Pack and Cell-to-Chassis Architectures Increase Material Functionality

• Structural battery architectures are increasing the functional requirements placed on thermal interface materials. Conventional battery packs commonly use discrete modules that are mechanically secured to a cooling structure. Cell-to-pack and cell-to-chassis designs reduce intermediate structures and require materials that can perform multiple functions.
• Thermally conductive adhesives can simultaneously transfer heat and secure cells or modules. They can reduce fasteners and intermediate components while supporting automated assembly. Polyurethane-based materials are particularly relevant where manufacturers require structural bonding, controlled elasticity, lower density, and silicone-free formulations.
• This shift increases the addressable market for multifunctional thermal materials. It also creates opportunities for suppliers that can balance thermal conductivity with mechanical strength and manufacturability.

Expanding EV Battery Deployment Increases Material Demand

• Global EV battery deployment reached approximately 1.2 TWh in 2025, almost 30% above the previous year. Battery deployment is expected to approach 3 TWh by 2030. China accounted for around 60% of global deployment in 2025, followed by the European Union and the United States.
• Higher battery deployment directly expands the physical area requiring thermal interfaces. Demand also increases with larger battery packs and more complex cooling architectures. Commercial electric vehicles are especially important because electric trucks and buses use larger batteries and higher continuous power.
• As EV production expands, TIM consumption will therefore depend on both vehicle volume and material intensity per vehicle. Some battery-pack designs can use substantial quantities of thermal interface compound, making pack architecture an important determinant of market value.

Market Restraints

Material Cost, Weight, and Dispensing Efficiency

• Thermal interface materials improve heat transfer but can add meaningful cost and weight when applied across large battery surfaces. Some battery packs can use up to five litres, or approximately 15 kg, of thermal interface material. This creates strong pressure on manufacturers to optimize material usage.
• Bead geometry, interface thickness, dispensing accuracy, and curing speed all affect economics. Materials must be dispensed consistently at high production volumes without creating excessive equipment wear, voids, or rework. Higher thermal conductivity alone does not guarantee commercial advantage if the material increases processing costs or requires greater application volume.
• Low-density formulations with high conductivity can therefore provide advantages by reducing material mass while maintaining required thermal performance.

Automotive Qualification and Material Compatibility

• TIMs operate alongside aluminum cooling plates, coated battery cells, polymers, busbars, insulation systems, and sensitive electronic components. A change in material chemistry can affect adhesion, corrosion, dielectric performance, outgassing, serviceability, and long-term thermal resistance.
• Automotive qualification cycles are consequently lengthy, particularly for materials used directly inside high-voltage battery packs. This can slow supplier switching and create barriers for new material manufacturers.
• Silicone migration and contamination concerns are also encouraging interest in silicone-free alternatives for selected applications. At the same time, battery repair, second-life use, and recycling are increasing the importance of removable and debondable thermal materials.

Technology and Segment Insights

Product Form

• Gap fillers and thermal gels are the largest product-form segment. They account for approximately 54% of global EV thermal interface material revenue in 2026 and generate about USD 621 million. Their position is supported by large-area battery interfaces where manufacturing tolerances make rigid contact difficult.
• Dispensable gap fillers can conform to irregular surfaces without creating the high compression forces associated with thicker pads. Automated dispensing also supports high-volume battery production. These materials are used in battery packs and increasingly in inverters, converters, and on-board chargers.
• Thermally conductive adhesives are the fastest-growing product-form segment. They are projected to expand at approximately 24.5% CAGR through 2031 and are expected to approach USD 0.79 billion by 2031. Their growth is closely linked to cell-to-pack and cell-to-chassis architectures.
• Thermal pads and films remain relevant where controlled thickness, reworkability, and low compression force are required. Thermal greases and phase-change materials provide additional solutions for applications requiring efficient contact between heat-generating and heat-dissipating surfaces.

Chemistry

• Silicone-based materials remain the largest chemistry, accounting for approximately 57% of 2026 market revenue. Silicone systems offer broad temperature tolerance, flexibility, and established automotive reliability. They are widely used in gap fillers, gels, pads, and power-electronics interfaces.
• Polyurethane-based TIMs are projected to grow at approximately 23.5% CAGR through 2031. Their development is supported by thermally conductive structural adhesives and demand for silicone-free battery materials. Polyurethane chemistry can be adjusted for density, cure profile, elasticity, and mechanical strength while maintaining thermal-transfer properties.
• Epoxy and acrylic-based materials provide additional solutions where specific structural and thermal properties are required. Other chemistries contribute to specialized thermal interface applications.

Application

• Battery packs dominate the application landscape, representing approximately 80% of global EV TIM revenue in 2026 and generating around USD 920 million. TIMs are used between cells or modules and cooling plates and can also function as bonding layers.
• Power electronics represent a smaller but technically demanding application. Silicon carbide inverters and other high-power electronic components require efficient heat transfer within constrained spaces. E-drive and motor systems, on-board chargers, and DC-DC converters provide additional demand opportunities.

Vehicle Type

• Passenger electric vehicles represent approximately 82% of 2026 market revenue. Their dominance reflects the large volume of passenger EV production and battery deployment. Battery electric cars also generally have larger battery packs than plug-in hybrid vehicles, increasing TIM consumption.
• Commercial electric vehicles are expected to grow fastest, at approximately 27.0% CAGR through 2031. Electric trucks and buses use larger batteries and operate under demanding continuous-power conditions. Although commercial EV volumes are lower than passenger vehicles, their material consumption per vehicle is substantially higher.
• Electric two- and three-wheelers represent another segment, particularly in markets where smaller electric mobility platforms have significant production volumes.

Geography

• Asia Pacific accounts for approximately 64% of global EV thermal interface material revenue in 2026, generating around USD 736 million. China is the principal demand center because it represents around 60% of global EV battery deployment and has a deep battery-cell, battery-pack, and EV manufacturing ecosystem.
• Japan and South Korea remain important sources of advanced silicone materials, engineered films, and specialty electronic materials. India and Southeast Asia are expanding as EV battery and vehicle production develops.
• Asia Pacific is also forecast to remain the fastest-growing major region, at approximately 21% CAGR through 2031. Growing EV battery deployment and deepening regional supply chains will continue to support demand.

Competitive and Strategic Outlook

• The competitive landscape includes global adhesive suppliers, silicone producers, engineered polymer companies, and specialist thermal-management material manufacturers. Major participants include Henkel, Dow, DuPont, Parker Hannifin through Chomerics, Wacker Chemie, Shin-Etsu Chemical, Sika, Saint-Gobain, 3M, Momentive Performance Materials, H.B. Fuller, Huntsman, Boyd, Fujipoly, Panasonic Industry, T-Global Technology, Sekisui Chemical, and Elkem.
• Competition is increasingly based on a combination of thermal and manufacturing performance. Automotive customers evaluate thermal conductivity alongside dispensing speed, filler abrasiveness, density, bond-line control, dielectric strength, flame performance, compression behavior, pump-out resistance, and compatibility with automated production.
• Henkel has expanded its automotive TIM portfolio through high-conductivity silicone gap fillers and silicone-free battery materials. Dow combines silicone gap fillers with polyurethane battery adhesives. Parker Chomerics competes across gap pads, gels, and cure-in-place materials. These strategies demonstrate the movement toward broader product portfolios rather than dependence on a single TIM format.
• The market is also moving toward multifunctional materials. Thermally conductive adhesives can combine heat transfer and structural bonding, which is particularly valuable in cell-to-pack and cell-to-chassis battery designs. This creates opportunities for suppliers that can support both thermal management and structural integration.
• Repairability and circularity are emerging as additional competitive factors. Permanent structural adhesives can complicate battery repair, second-life use, and recycling. Debond-on-demand materials and removable thermal interfaces are therefore being developed to support easier battery disassembly while retaining thermal performance during normal operation.
• Regional technical support is also becoming important. Suppliers that can assist OEMs with design simulation, dispensing-process optimization, material qualification, and production-scale implementation can differentiate themselves from commodity thermal-material providers.

Conclusion

• The global EV thermal interface material market is projected to grow from USD 1.15 billion in 2026 to USD 2.85 billion by 2031 at a CAGR of 19.9%. Rising battery energy density, faster charging, expanding EV battery deployment, and structural battery architectures will continue to support demand. Gap fillers and thermal gels will remain the largest product-form segment, while thermally conductive adhesives will experience faster growth as cell-to-pack and cell-to-chassis designs expand. Silicone-based materials will retain a strong position, but polyurethane-based formulations will gain share through silicone-free and multifunctional applications. Battery packs will remain the dominant application, while commercial EVs will provide a particularly strong growth opportunity. Future competition will center on conductivity, weight, dispensing efficiency, qualification performance, multifunctionality, and repairability.

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• Historical data from 2021 to 2024, Base year 2025, and Forecast years from 2026 to 2031
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TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

• 2.1. Market Overview
• 2.2. Market Segmentation

3. BUSINESS LANDSCAPE

• 3.1. Market Drivers
  • 3.1.1. Higher Battery Energy Density and Fast Charging Increase Interface Heat Loads
  • 3.1.2. Cell-to-Pack and Cell-to-Chassis Architectures Raise Material Functionality
  • 3.1.3. EV Battery Deployment Expands the Addressable Material Base
• 3.2. Market Restraints
  • 3.2.1. Material Cost, Weight and Dispensing Efficiency Remain Important Constraints
  • 3.2.2. Automotive Qualification and Material Compatibility Slow Supplier Switching
• 3.3. Market Opportunities
• 3.4. Porter's Five Forces Analysis
• 3.5. Industry Value Chain Analysis
• 3.6. Regulatory Landscape

4. TECHNOLOGICAL OUTLOOK

• 4.1. High-Conductivity Dispensable Gap Fillers
• 4.2. Silicone-Free Polyurethane and Hybrid Systems
• 4.3. Repairable and Debondable Thermal Interfaces

5. GLOBAL EV THERMAL INTERFACE MATERIAL MARKET BY PRODUCT FORM

• 5.1. Gap Fillers and Thermal Gels
• 5.2. Thermally Conductive Adhesives
• 5.3. Thermal Pads and Films
• 5.4. Thermal Greases and Phase-Change Materials
• 5.5. Others

6. GLOBAL EV THERMAL INTERFACE MATERIAL MARKET BY CHEMISTRY

• 6.1. Silicone-based
• 6.2. Polyurethane-based
• 6.3. Epoxy and Acrylic-based
• 6.4. Others

7. GLOBAL EV THERMAL INTERFACE MATERIAL MARKET BY APPLICATION

• 7.1. Battery Packs
• 7.2. Power Electronics
• 7.3. E-Drive and Motor Systems
• 7.4. On-Board Chargers and DC-DC Converters
• 7.5. Others

8. GLOBAL EV THERMAL INTERFACE MATERIAL MARKET BY VEHICLE TYPE

• 8.1. Passenger Electric Vehicles
• 8.2. Commercial Electric Vehicles
• 8.3. Electric Two- and Three-Wheelers

9. GLOBAL EV THERMAL INTERFACE MATERIAL MARKET BY GEOGRAPHY

• 9.1. North America
  • 9.1.1. United States
  • 9.1.2. Canada
  • 9.1.3. Mexico
• 9.2. South America
  • 9.2.1. Brazil
  • 9.2.2. Argentina
  • 9.2.3. Rest of South America
• 9.3. Europe
  • 9.3.1. Germany
  • 9.3.2. France
  • 9.3.3. United Kingdom
  • 9.3.4. Italy
  • 9.3.5. Rest of Europe
• 9.4. Middle East and Africa
  • 9.4.1. Saudi Arabia
  • 9.4.2. United Arab Emirates
  • 9.4.3. South Africa
  • 9.4.4. Rest of Middle East and Africa
• 9.5. Asia Pacific
  • 9.5.1. China
  • 9.5.2. Japan
  • 9.5.3. South Korea
  • 9.5.4. India
  • 9.5.5. Rest of Asia Pacific

10. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 10.1. Major Players and Strategy Analysis
• 10.2. Market Share Analysis
• 10.3. Mergers, Acquisitions, Agreements and Collaborations
• 10.4. Competitive Dashboard

11. COMPANY PROFILES

• 11.1. Henkel AG & Co. KGaA
• 11.2. Dow Inc.
• 11.3. Parker Hannifin Corporation (Chomerics)
• 11.4. DuPont
• 11.5. Wacker Chemie AG
• 11.6. Shin-Etsu Chemical Co., Ltd.
• 11.7. Sika AG
• 11.8. Saint-Gobain
• 11.9. 3M
• 11.10. Momentive Performance Materials
• 11.11. H.B. Fuller Company
• 11.12. Huntsman Corporation
• 11.13. Boyd Corporation
• 11.14. Fujipoly
• 11.15. Panasonic Industry Co., Ltd.
• 11.16. T-Global Technology
• 11.17. Sekisui Chemical Co., Ltd.
• 11.18. Elkem ASA

12. RECENT DEVELOPMENTS

13. APPENDIX

• 13.1. Currency
• 13.2. Assumptions
• 13.3. Base and Forecast Years Timeline
• 13.4. Research Methodology
• 13.5. Abbreviations