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市場調查報告書
商品編碼
1494430
北美電動車電池浸入式冷卻市場預測至 2030 年 - 區域分析 - 按類型(單相浸入式冷卻和兩相浸入式冷卻)和冷卻液類型(礦物油、合成油等)North America Immersion Cooling for EV Batteries Market Forecast to 2030 - Regional Analysis - By Type (Single-Phase Immersion Cooling and Two-Phase Immersion Cooling) and Cooling Fluid Type (Mineral Oil, Synthetic Oil, and Others) |
2026年北美電動車電池浸入式冷卻市場價值為470萬美元,預計2030年將達到6,110萬美元;預計2026年至2030年複合年成長率為89.9%。
電動車需求不斷成長推動北美電動車電池浸入式冷卻市場
由於人們對環境保護的擔憂以及有利於採用低排放或零排放汽車的政府政策,電動車(EV)的銷售正在激增。此外,各國政府正在向公民提供補貼和退稅,以增加電動車的採用。政府當局正在採取各種措施在全球推廣電動車。美國幾個州正在採取措施,提供財政激勵措施,包括回扣、稅收抵免和註冊費減免,從而促進電動車在該國的採用。例如,2021 年,科羅拉多州政府為購買輕型電動車提供 4,000 美元的稅收抵免。同樣,康乃狄克州政府同意將電動車的兩年車輛登記費降低至 38 美元。此類政府措施正在增加對電動車的需求,從而導致全球電動車銷量的增加。根據IEA年度《全球電動車展望》,2022年全球電動車銷量將超過1,000萬輛,預計2023年將成長35%,達到1,400萬輛。因此,電動車銷量的成長推動了對電池的需求,這些電池必須保持低溫,以便在車輛的整個生命週期中發揮最佳性能。這項因素正在推動北美電動車電池浸入式冷卻市場的成長。
北美電動車電池浸沒式冷卻市場概述
北美電動車電池浸入式冷卻市場分為美國、加拿大和墨西哥。該地區電動汽車電池浸入式冷卻的採用率預計將上升,這可歸因於該地區電動車銷量和產量的不斷成長。根據Cox Automotive 的報告,2023 年第二季美國新售出約30 萬輛純電動車,較2022 年第二季成長48.4%。 。 ,高於2021 年12 月的4.7%電動車銷量和產量的增加提高了該地區電動車電池製造的需求。為此,各汽車製造商也不斷投資電池和電動車的製造。 2022年10月,儲能公司ONE宣布投資16億美元在美國密西根州生產電動車電池。這家名為 ONE Circle 的新工廠預計將於 2027 年底投入營運。這種對電動車和電動車電池生產的持續關注預計將為公司開發更有效率的浸沒式冷卻電池創造機會。
該地區還擁有大多數全球最大的汽車原始設備製造商,它們在北美設有製造工廠。大多數原始設備製造商都採取了各種電氣化措施。例如,2021年7月,Stellantis計劃在2025年在汽車電氣化和新軟體/技術方面投資約355億美元。美元的電動車。此外,北美國家政府正在採取各種措施來增加該地區的電動車產量。加州是世界上最大的汽車製造中心之一,開始向汽車原始設備製造商提供零排放汽車的激勵措施和強制要求。例如,2022 年8 月,加州空氣資源委員會批准了開創性的先進清潔汽車II 法規,到2035 年加速100% 的新型零排放汽車銷售。需求用於高容量電池。反過來,這將增加對電池高效熱管理系統的需求,並推動北美電動車電池浸入式冷卻市場的成長。
北美電動車電池浸入式冷卻市場收入及 2030 年預測(百萬美元)
北美電動車電池浸沒式冷卻市場細分
北美電動車電池浸入式冷卻市場根據類型進行細分,
冷卻液類型和國家。
根據類型,北美電動車電池浸沒式冷卻市場分為單相浸沒式冷卻和兩相浸沒式冷卻。到 2026 年,單相浸沒式冷卻領域將佔據更大佔有率。
依冷卻液類型,北美電動車電池浸沒式冷卻市場分為礦物油、合成油等。 2026年,合成油領域佔最大佔有率。
按國家/地區分類,北美電動車電池浸沒式冷卻市場分為美國和北美其他地區。 2026 年,美國將主導北美電動車電池浸入式冷卻市場。
Cargill Inc、Engineered Fluids Inc、M&I Materials Ltd、Mahle GmbH、Ricardo Plc、SAE International 和 Lubrizol Corp 是北美電動車電池浸入式冷卻市場的一些領先公司。
The North America immersion cooling for EV batteries market was valued at US$ 4.70 million in 2026 and is expected to reach US$ 61.10 million by 2030; it is estimated to grow at a CAGR of 89.9% from 2026 to 2030.
Growing Demand for Electric Vehicles Drive North America Immersion Cooling for EV Batteries Market
Electric vehicle (EV) sales are proliferating due to concerns regarding environmental protection and government policies favoring the adoption of low-emission or zero-emission vehicles. Also, governments of different countries are offering subsidies and tax rebates to citizens to increase the adoption of EVs. The government authorities are taking various initiatives to promote EVs globally. Several US states are taking initiatives by providing financial incentives, including rebates, tax credits, and registration fee reductions, thereby promoting EV adoption in the country. For instance, in 2021, the government of Colorado offered a tax credit of US$ 4,000 on the purchase of a light-duty EV. Similarly, the government of Connecticut accepts a reduced biyearly vehicle registration fee of US$ 38 for EVs. Such government initiatives are increasing the demand for EVs, which has led to an increase in EV sales worldwide. According to IEA's annual Global Electric Vehicle Outlook, in 2022, more than 10 million electric cars were sold worldwide, which is expected to grow by 35% in 2023 to reach 14 million units. Thus, the growing sales of EVs are boosting the need for batteries that remain cool to function at peak performance throughout the vehicle's life. This factor is driving the growth of the North America immersion cooling for EV batteries market.
North America Immersion Cooling for EV Batteries Market Overview
The North America immersion cooling for EV batteries market is segmented into the US, Canada, and Mexico. The expected rise in the adoption of immersion cooling for EV batteries in this region can be credited to the growing EV sales and production in the region. According to the report by Cox Automotive, ~300,000 new full battery-electric vehicles were sold in the US in Q2 2023, which was an increase of 48.4% compared to Q2 2022. Tesla was the largest seller of EVs in the US, selling more than 175,000 EVs, which was an increase of 34.8% in Q2 2023 from Q1 2023. Also, as per NADA, fully electric vehicles accounted for ~7% of North America's total car production in December 2022, which increased from 4.7% in December 2021. This increase in EV sales and production is raising the demand for EV battery manufacturing in the region. For this, various automotive manufacturers are also continuously investing in the manufacturing of batteries and EVs. In October 2022, Energy Storage Firm ONE announced the investment of US$ 1.6 billion in EV battery manufacturing in Michigan, US. This new factory, ONE Circle is expected to be operational by the end of 2027. In addition, it is also expected that, by 2028, the factory will achieve a 45% reduction in carbon emissions through a circular manufacturing approach. Such continuous focus on producing EVs and EV batteries is expected to create opportunities for companies to develop more efficient immersion cooling batteries.
The region also has the presence of most of the world's largest automotive OEMs, who have their established manufacturing plants in North America. Most of these OEMs have undertaken various electrification initiatives. For instance, in July 2021, Stellantis planned to invest ~US$ 35.5 billion in vehicle electrification and new software/technologies by 2025. Furthermore, Stellantis joined automakers such as General Motors, Volkswagen, and Ford Motor in announcing investments of tens of billions of dollars in EVs. Moreover, the government of the North American countries are taking various initiatives to increase EV production in the region. California, one of the largest automotive manufacturing hubs in the world, started providing incentives and mandates to the automotive OEMs for zero-emission vehicles. For instance, in August 2022, the California Air Resources Board approved the trailblazing Advanced Clean Cars II regulation to accelerate 100% new zero-emission vehicle sales by 2035. Such initiatives are strengthening the sales and production of EVs in the region, raising the demand for high-capacity batteries. This, in turn, will increase the need for an efficient thermal management system for batteries, propelling the growth of the North America immersion cooling for EV batteries market.
North America Immersion Cooling for EV Batteries Market Revenue and Forecast to 2030 (US$ Million)
North America Immersion Cooling for EV Batteries Market Segmentation
The North America immersion cooling for EV batteries market is segmented based on type,
cooling fluid type, and country.
Based on type, the North America immersion cooling for EV batteries market is bifurcated into single-phase immersion cooling and two-phase immersion cooling. The single-phase immersion cooling segment held a larger share in 2026.
By cooling fluid type, the North America immersion cooling for EV batteries market is segmented into mineral oil, synthetic oil, and others. The synthetic oil segment held the largest share in 2026.
Based on country, the North America immersion cooling for EV batteries market is bifurcated into the US and the Rest of North America. The US dominated the North America immersion cooling for EV batteries market in 2026.
Cargill Inc, Engineered Fluids Inc, M&I Materials Ltd, Mahle GmbH, Ricardo Plc, SAE International, and The Lubrizol Corp are some of the leading companies operating in the North America immersion cooling for EV batteries market.