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1440388

電動車高壓 DC-DC 轉換器 - 市場佔有率分析、產業趨勢與統計、成長預測（2024 - 2029 年）

Electric Vehicle High-Voltage DC-DC Converter - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3個工作天內

價格

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簡介目錄

電動車高壓DC-DC轉換器市場規模預計到2024年為14.6億美元，預計2029年將達到28.2億美元，在預測期內（2024-2029年）CAGR為14.05%。

主要亮點

COVID-19 大流行迫使多家車輛和零件製造工廠暫時關閉。這一因素阻礙了汽車工業的發展。然而，隨著一些國家逐步取消車輛封鎖，對車輛的需求略有增加，預計這將推動預測期內的市場成長。
隨著消費者尋求價格實惠的產品，全球電動車市場正在經歷轉變。消費者偏好的這種潛在轉變已轉向二手車。自2020年以來，世界幾乎每個地區對二手車的需求都在增加。二手車需求的增加可能會影響市場。
這場大流行影響了全球幾乎所有產業；然而，由於每年電動車的持續需求和銷售等因素，電動車DC-DC轉換器市場的需求正在顯著成長。例如，儘管受到疫情影響，亞太、歐洲等地區各國乘用車等電動車銷售仍呈現正成長。
電動車銷量的快速成長正在推動市場擴張，並為製造商提供收入機會。電動汽車中的電力電子系統用於轉換和調節車輛電池的電源。
電池供電和混合動力電動車的日益普及，對DC-DC轉換器的需求不斷增加，因為需要DC-DC轉換器將24V或48V電源轉換為12V電源，以確保安全可靠的運行機載電子系統。
由於低排放交通需求的成長以及政府透過補貼支持公共汽車、卡車、皮卡和貨車等電動商用車的零排放交通等原因，全球製造商都將注意力集中在電動商用車 (ECV) 上和退稅。這將對預測期內的市場成長產生正面影響。

電動車高壓DC-DC轉換器市場趨勢

全球電動車採用率增加

純電動車 (BEV) 和插電式混合動力電動車 (PHEV) 銷量的增加，以及由於材料進步和封裝佈置改進而促使動力總成零件成本降低，也推動了市場研究。此外，電池的高成本需要改進轉換器和其他電力電子設備以及車輛的性能。
世界各國政府也推出了各種計畫和政策，鼓勵購買者選擇電動車而不是傳統汽車。鼓勵購買電動車的一項舉措是加州零排放汽車 (ZEV) 計劃，該計劃的目標是到 2025 年讓 150 萬輛電動車上路。其他提供各種激勵措施的國家包括印度、中國、英國、韓國、法國、德國、挪威和荷蘭。
COVID-19 爆發後，電動車的銷量大幅成長。世界各國政府實施封鎖，導致經濟放緩，並對電動車和充電基礎設施系統的銷售產生負面影響。根據電動車製造商協會 (SMEV) 的數據，與 2020 會計年度相比，2021 會計年度印度電動車註冊量下降了 20%。鋰離子電池組和逆變器等其他零件的供應也受到影響。電源逆變器是電動車不可或缺的一部分。它將電池的能量轉換為牽引電機，從而驅動車輛。
消費者接受度一直是電動車製造商面臨的主要課題。儘管電動車具有許多優勢，但由於缺乏充電基礎設施以及電動車成本高昂（電動車的成本幾乎與入門級豪華車相同）等因素，消費者一直不願意使用。印度等國家已宣布計劃改善充電基礎設施，並在全國建立 50,000 多個充電站，但由於 COVID-19，不得不擱置其計劃。
隨著需求的增加，Rivian、福特、沃爾沃、通用汽車和特斯拉等企業預計將在未來幾年擴大電動皮卡車的選擇。例如，2022年8月，現代汽車公司表示，其XCIENT燃料電池重型卡車將出口到歐洲最大商用車市場德國。由於德國聯邦數位和運輸部對環保商用車的支持，七家德國物流、製造和零售組織將在其車隊中使用 27 輛 XCIENT 燃料電池卡車。
2022 年 6 月，福特正式宣布推出一款全新電動商用車，該車將在俄亥俄州工廠為福特 Pro 客戶生產，並將於本世紀中期首次亮相。該公司還披露了在其位於密西根州、俄亥俄州和密蘇裡州的工廠投資 37 億美元並創造 6,200 多個工會製造業就業機會的計劃。
世界各國政府也推出了各種計畫和政策，鼓勵買家選擇電動車而不是傳統汽車。加州 ZEV 計畫的目標是到 2025 年在路上擁有 150 萬輛電動車，就是一項促進電動車購買的舉措。
因此，隨著電動車採用率的穩定上升，在長期預測期內，對 DC-DC 電源轉換器的需求將同時成長。

亞太地區主導市場

亞太地區佔據全球電動車市場的大部分佔有率。隨著中國等國家引領電動車銷售，預計市場在預測期內將大幅成長。
中國和日本都傾向於創新、技術和先進電動車的開發。此外，印尼等國家正在進行大型電動車計畫。
中國是全球電動車產業的重要參與者。此外，中國政府正在鼓勵人們採用電動車。中國計劃在 2040 年完全轉向電動車。中國電動乘用車市場也是全球最大的電動乘用車市場之一，並且在過去幾年中成長迅速，預計在預測期內將成長得更高。也將對電動車高壓DC-DC 轉換器市場的需求產生正面影響。市場上的幾個主要參與者正在與其他參與者合作開發電力電子元件。
例如，2021年11月，G-Pulse和Silicon Mobility宣布合作開發高壓多相交錯雙向DC-DC轉換器平台，用於新能源車（NEV），例如燃料電池電動車（FCEV）、純電動車（ BEV）、混合動力汽車電動車 (HEV) 和 PHEV。
2021年5月，TDK公司（TDK）宣布與寧德時代新能源科技有限公司（CATL）建立合作關係，以加強其電動汽車電氣元件和DC-DC轉換器等業務。 TDK將為寧德時代供應汽車電氣元件和電源產品，用於汽車動力裝置。
印度電動車市場正處於成長期。印度的汽車製造商，如 TATA、Mahindra、MG 等，正在採取措施提供價格實惠的電動駕駛選擇。此外，政府也支持電動車，以減少該國溫室氣體的排放。
此外，印度的汽車製造商也在採取主動行動並投資於研發實踐，以在印度提供價格實惠的電動車；例如，2021 年 2 月，現代汽車宣布斥資 1.2 億美元開發新型經濟型電動車。這些車輛將在當地製造，該公司正在與當地供應商洽談零件採購事宜。現代汽車也可能尋求與其姊妹品牌起亞建立戰略合作夥伴關係，因為它也計劃將電動車添加到其在印度的產品組合中。該公司還致力於為印度開發一款面向大眾市場、價格更實惠的電動車，預計 2024 年推出。
由於上述因素，車輛對DC-DC轉換器的需求可能會增加。預計這將推動所研究市場在預測期內的成長。

電動車高壓DC-DC變換器產業概況

電動車高壓DC-DC轉換器市場的主要參與者包括特斯拉公司、豐田工業公司、電裝公司、羅伯特博世有限公司、大陸集團、英飛凌科技、海拉有限公司等。這些參與者在研發方面投入大量資金，以獲得相對於其他參與者的競爭優勢。

例如，2022 年 4 月，豐田自動織機公司宣布推出一款整合充電器和 DC/DC 轉換器的緊湊型輕型模組。這是豐田首款用於電動車 (EV) 的 ESU（電力供應單元），它將作為 bZ4X 中處理充電和電力轉換操作的核心單元。透過合併電動車運行所需的兩個組件，與傳統的單獨組件安裝相比，該公司的尺寸減小了 23%，重量減輕了 17%。

2022 年 3 月，TDK 宣佈為廣受歡迎的 CCG 系列隔離式 DC-DC 轉換器推出更多型號。額定功率為 1.5W 和 3W 的零件在 -40 至 +85°C 的滿載條件下以對流冷卻方式運作。所有電壓組合均配有用於表面貼裝或通孔放置的端子。應用包括資料和電信、測試、測量、製程控制、廣播和電池供電設備。

額外的好處：

Excel 格式的市場估算 (ME) 表
3 個月的分析師支持

市場促進因素
- 電動車的普及率不斷提高
- 其他
市場限制
- 轉換器在運作過程中產生的噪音可能會阻礙目標市場
產業吸引力－波特五力分析
- 新進入者的威脅
- 買家/消費者的議價能力
- 供應商的議價能力
- 替代產品的威脅
- 競爭激烈程度

第 5 章：市場區隔（市場規模價值 - 百萬美元）

車輛類型
- 搭乘用車
- 商務車輛
推進類型
- 插電式混合動力汽車
- 純電動車
- 燃料電池電動車
冷卻方式
- 液冷
- 風冷
輸入電壓
- 200V - 450V
- 450V - 800V
- 800V - 1000V
輸出電壓
- 12V - 24V
- 24V - 48V
輸出功率
- 小於2千瓦
- 2kW及以上
地理
- 北美洲
  - 美國
  - 加拿大
  - 北美其他地區
- 歐洲
  - 德國
  - 英國
  - 法國
  - 義大利
  - 西班牙
  - 挪威
  - 波蘭
  - 俄羅斯
  - 歐洲其他地區
- 亞太
  - 中國
  - 印度
  - 日本
  - 韓國
  - 亞太其他地區
- 南美洲
  - 巴西
  - 阿根廷
  - 智利
  - 南美洲其他地區
- 中東和非洲
  - 沙烏地阿拉伯
  - 阿拉伯聯合大公國
  - 南非
  - 其他國家

第 6 章：競爭格局

供應商市佔率
公司簡介
- Continental AG
- Robert Bosch GmbH
- Valeo Group
- ABB Ltd.
- DENSO Corporation
- Hella GmbH & Co. KGaA
- Toyota Industries Corporation
- Infineon Technologies AG
- Texas Instruments
- STMicroelectronics
- TDK-Lambda Corporation
- Shinry Technologies
- Delta Electronics
- Vicor Corporation
- Hyundai Mobis Ltd.

第 7 章：市場機會與未來趨勢

簡介目錄

Product Code: 90851

The Electric Vehicle High-Voltage DC-DC Converter Market size is estimated at USD 1.46 billion in 2024, and is expected to reach USD 2.82 billion by 2029, growing at a CAGR of 14.05% during the forecast period (2024-2029).

Key Highlights

The COVID-19 pandemic forced the temporary closure of several vehicle and component manufacturing facilities. This factor impeded the development of the automotive industry. However, with the gradual removal of vehicle lockdowns in several countries, demand for vehicles increased slightly, which was expected to propel the market growth during the forecast period.
The electric vehicle markets across the world are experiencing a shift as consumers are seeking affordable products. This potential shift in consumer preferences has been diverted toward used vehicles. Since 2020, the demand for used vehicles has increased in almost every part of the world. The increase in demand for used cars is likely to affect the market.
The pandemic affected almost every industry around the globe; however, the demand for the electric vehicle DC-DC converter market is growing significantly, owing to factors such as the continuous demand and sales of electric vehicles every year. For instance, despite the pandemic, the sales of electric vehicles, such as passenger cars, have shown positive growth in various countries in the regions, such as Asia-Pacific and Europe.
The rapid rise in the sales of electric cars is driving market expansion and offering revenue possibilities for manufacturers. The power electronics system in an electric car is used to convert and regulate the power supply from the vehicle's battery.
The growing popularity of battery-powered and hybrid electric vehicles has increased demand for DC-DC converters, as a DC-DC converter is required to convert a 24V or 48V power supply into a 12V power supply in order to ensure the safe and reliable operation of onboard electronic systems.
Manufacturers are focused on Electric Commercial Vehicle (ECVs) across the globe attributed to reasons such as the rise in demand for low-emission transportation and government support of zero-emission transportation for electric commercial vehicles like buses, trucks, pickups, and vans through subsidies and tax refunds. This will positively impact the market growth during the forecast period.

Electric Vehicle High Voltage DC - DC Converter Market Trends

Increased Electric Vehicle Adoption Globally

Increased sales of battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs), as well as lower costs of powertrain components due to advancements in materials and improved packaging arrangement, are also driving the market studied. Furthermore, the high cost of batteries has necessitated the improvement of converters and other power electronics, as well as the performance of vehicles.
Governments all over the world have also launched various schemes and policies to encourage buyers to opt for electric vehicles over conventional vehicles. One such initiative that encourages the purchase of electric vehicles is the California zero-emission vehicle (ZEV) program, which aims to have 1.5 million electric vehicles on the road by 2025. Other countries offering various incentives include India, China, the United Kingdom, South Korea, France, Germany, Norway, and the Netherlands.
The sales of electric vehicles were growing significantly post the outbreak of COVID-19. Governments across the world have imposed lockdowns, which resulted in an economic slowdown and negatively impacted the sales of electric vehicles and charging infrastructure systems. According to the Society of Electric Vehicle Manufacturers (SMEV), registration of electric vehicles in India declined by 20% in FY21 as compared to FY20. The supply of other components, such as lithium-ion battery packs and inverters, got impacted. A power inverter is an integral part of electric vehicles. It converts energy from batteries to a traction motor, which propels the vehicle.
Consumer acceptance has been a major challenge for electric vehicle manufacturers. Despite the advantages that electric vehicles offer, there has been reluctance from consumers, owing to factors such as lack of charging infrastructure and the high cost of EVs (EVs' costs are almost the same as that of entry-level luxury cars). Countries, such as India, had announced their plan to improve the charging infrastructure and set up over 50,000 charging stations across the country but had to put their plans on hold back because of COVID-19.
With an increase in demand, businesses like Rivian, Ford, Volvo, GM, and Tesla are anticipated to expand their selection of electric pickup trucks in the next years. For instance, in August 2022, Hyundai Motor Company stated that its XCIENT Fuel Cell heavy-duty trucks would be exported to Germany, Europe's largest commercial vehicle market. Seven German logistics, manufacturing, and retail organizations will use 27 XCIENT Fuel Cell trucks in their fleets, owing to support for environmentally friendly commercial vehicles from Germany's Federal Ministry for Digital and Transport.
In June 2022, Ford officially announced a brand-new electric commercial vehicle that will be manufactured in its Ohio facility for Ford Pro customers and will make its debut in the middle of the decade. At its facilities in Michigan, Ohio, and Missouri, it has also disclosed plans to invest USD 3.7 billion and create more than 6,200 additional union manufacturing jobs.
Governments around the world have also initiated various schemes and policies which encourage a buyer to choose electric vehicles over conventional vehicles. California ZEV program, which aims at having 1.5 million electric vehicles on the road by 2025, is one such initiative that promotes the purchase of electric vehicles.
Therefore, with a steady rise in EV adoption, demand for DC-DC power converters shall simultaneously witness growth during the longer-term forecast period.

Asia-Pacific Dominating the Market

Asia-Pacific holds the majority share in the global electric vehicle market. With countries like China leading the electric vehicle sales, the market is expected to grow significantly in the forecast period.
China and Japan are inclined toward innovation, technology, and the development of advanced electric vehicles. Moreover, countries such as Indonesia are engaged in large electric mobility projects.
China is a key player in the global electric vehicle industry. Moreover, the government of China is encouraging people to adopt electric vehicles. The country is planning to completely switch to electric mobility by 2040. The Chinese electric passenger car market is also one of the largest worldwide, and it has been growing rapidly over the last few years and is expected to grow higher in the forecast period, which is also going to have a positive impact on the demand for electric vehicle high voltage DC-DC Converter Market. Several key players in the market are partnering with other players to develop power electronics components.
For instance, in November 2021, G-Pulse and Silicon Mobility announced a partnership to develop a high voltage multiphase interleaving bidirectional DC-DC converter platform for new energy vehicles (NEVs), such as fuel cell electric vehicles (FCEVs), BEVs, hybrid electric vehicles (HEVs), and PHEVs.
In May 2021, TDK Corporation (TDK) announced it entered a partnership with Contemporary AmperexTechnology Co., Limited (CATL) to strengthen its businesses, such as electric components for electric vehicles and DC-DC converters. TDK will supply automotive electrical components and power supply products to CATL for automotive power units.
The Indian electric vehicle market is in its growing stage. Automobile manufacturers in India, such as TATA, Mahindra, MG, etc., are taking initiatives to provide affordable electric driving options. Moreover, the government is also supporting electric mobility to reduce the exhaust emissions of greenhouse gases in the country.
Additionally, automobile manufacturers in India are also taking initiatives and investing in R&D practices to provide affordable electric cars in India; for instance, in February 2021, Hyundai announced spending USD 0.12 Billion on the development of new affordable EVs. The vehicles would be manufactured locally, and the company is in talks with local vendors to source the components. Hyundai may also seek a strategic partnership with its sister brand, Kia, as it also has plans to add EVs to its portfolio in India. The company is also working on a mass-market, more affordable electric car for India that is expected to debut by 2024.
Due to the aforementioned factors, the demand for DC-DC converters in vehicles is likely to witness an increase. This is expected to propel the growth of the studied market over the forecast period.

Electric Vehicle High Voltage DC - DC Converter Industry Overview

The key players in the electric vehicle high-voltage DC-DC converter market include Tesla Inc., Toyota Industries Corporation, Denso Corporation, Robert Bosch GmbH, Continental AG, Infineon Technologies, Hella GmbH, and others. These players are investing heavily in R&D in order to gain a competitive edge over other players.

For instance, in April 2022, Toyota Industries Corporation announced the launch of a single compact and lightweight module with an integrated charger and DC/DC converter. This is Toyota's first ESU (Electricity Supply Unit) for usage in electric cars (EVs), and it will be placed as the core unit that handles charging and power conversion operations in the bZ4X. By merging the two components required for EV operation, the business was able to achieve a 23% decrease in size and a 17% reduction in weight when compared to the traditional installation of separate components.

In March 2022, TDK Corporation announced the introduction of additional models to the popular CCG series of isolated DC-DC converters. The 1.5W and 3W rated parts operate convection cooled at full load from -40 to +85°C. All voltage combinations are available with terminations for either surface-mount or through-hole placement. Applications include data and telecommunications, test, measurement, process control, broadcast, and battery-powered equipment.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

4.1 Market Drivers
- 4.1.1 Rising Adoption of Electric Vehicles
- 4.1.2 Others
4.2 Market Restraints
- 4.2.1 Converters Generate Noise During Operation May Hinder the Target Market
4.3 Industry Attractiveness - Porter's Five Forces Analysis
- 4.3.1 Threat of New Entrants
- 4.3.2 Bargaining Power of Buyers/Consumers
- 4.3.3 Bargaining Power of Suppliers
- 4.3.4 Threat of Substitute Products
- 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size in Value - USD Million)

5.1 Vehicle Type
- 5.1.1 Passenger Cars
- 5.1.2 Commercial Vehicles
5.2 Propulsion Type
- 5.2.1 Plug-in Hybrid Vehicle
- 5.2.2 Battery Electric Vehicle
- 5.2.3 Fuel Cell Electric Vehicle
5.3 Cooling Method
- 5.3.1 Liquid Cooled
- 5.3.2 Air Cooled
5.4 Input Voltage
- 5.4.1 200V - 450V
- 5.4.2 450V - 800V
- 5.4.3 800V - 1000V
5.5 Output Voltage
- 5.5.1 12V - 24V
- 5.5.2 24V - 48V
5.6 Output Power
- 5.6.1 Less Than 2 kW
- 5.6.2 2kW and Above
5.7 Geography
- 5.7.1 North America
  - 5.7.1.1 United States
  - 5.7.1.2 Canada
  - 5.7.1.3 Rest of North America
- 5.7.2 Europe
  - 5.7.2.1 Germany
  - 5.7.2.2 United Kingdom
  - 5.7.2.3 France
  - 5.7.2.4 Italy
  - 5.7.2.5 Spain
  - 5.7.2.6 Norway
  - 5.7.2.7 Poland
  - 5.7.2.8 Russia
  - 5.7.2.9 Rest of Europe
- 5.7.3 Asia-Pacific
  - 5.7.3.1 China
  - 5.7.3.2 India
  - 5.7.3.3 Japan
  - 5.7.3.4 South Korea
  - 5.7.3.5 Rest of Asia-Pacific
- 5.7.4 South America
  - 5.7.4.1 Brazil
  - 5.7.4.2 Argentina
  - 5.7.4.3 Chile
  - 5.7.4.4 Rest of South America
- 5.7.5 Middle-East and Africa
  - 5.7.5.1 Saudi Arabia
  - 5.7.5.2 United Arab Emirates
  - 5.7.5.3 South Africa
  - 5.7.5.4 Other Countries

6 COMPETITIVE LANDSCAPE

6.1 Vendor Market Share
6.2 Company Profiles*
- 6.2.1 Continental AG
- 6.2.2 Robert Bosch GmbH
- 6.2.3 Valeo Group
- 6.2.4 ABB Ltd.
- 6.2.5 DENSO Corporation
- 6.2.6 Hella GmbH & Co. KGaA
- 6.2.7 Toyota Industries Corporation
- 6.2.8 Infineon Technologies AG
- 6.2.9 Texas Instruments
- 6.2.10 STMicroelectronics
- 6.2.11 TDK-Lambda Corporation
- 6.2.12 Shinry Technologies
- 6.2.13 Delta Electronics
- 6.2.14 Vicor Corporation
- 6.2.15 Hyundai Mobis Ltd.