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2021-2031年北美電動車電池浸入式冷卻市場報告（範圍、細分、動態和競爭分析）
市場調查報告書
商品編碼
1819690

2021-2031年北美電動車電池浸入式冷卻市場報告（範圍、細分、動態和競爭分析）

North America Immersion Cooling for EV Batteries Market Report 2021-2031 by Scope, Segmentation, Dynamics, and Competitive Analysis
出版日期: | 出版商: The Insight Partners | 英文 145 Pages | 訂單完成後即時交付

價格

北美電動車 (EV) 電池浸入式冷卻市場預計將大幅成長，到 2031 年將達到約 8,590 萬美元，而 2023 年僅為 762,750 美元。這一成長代表著 2026 年至 2031 年期間 84.6% 的顯著年複合成長率(CAGR)。

執行摘要和市場分析

北美電動車電池浸入式冷卻市場主要分為兩個部分：美國和北美其他地區。預計電動車電池浸入式冷卻技術的應用將增加，這主要得益於該地區電動車銷量和產量的成長。根據考克斯汽車公司 2024 年 10 月發布的報告，2024 年第三季電動車銷量約 346 萬輛，較上一季成長 5%。電動車在汽車總銷量中的比例達到 8.9%，為迄今為止的最高水平，高於 2023 年同期的 7.8%。特斯拉仍然是市場的主導者，最近售出了超過 16,000 輛 Cyber​​trucks。此外，汽車創新聯盟報告稱，電動車銷量從 2023 年第一季的約 30 萬輛飆升至第三季的 37.5 萬輛。

電動車銷量的激增推動了北美對電池製造的需求。汽車製造商正在大力投資電池和電動車的生產。例如，2022 年 10 月，儲能公司 ONE 宣布投資 16 億美元在密西根州建立新的電動車電池製造工廠，預計 2027 年底投入營運。該工廠的目標是透過循環製造方法到 2028 年將碳排放量減少 45%。北美主要汽車原始設備製造商 (OEM) 的存在進一步支持了這一趨勢，其中許多公司正在推行電氣化計劃。例如，Stellantis 宣布計劃在 2025 年之前在汽車電氣化和新技術方面投資約 355 億美元，加入通用汽車、大眾和福特等其他主要汽車製造商的行列，對電動車進行大量投資。

北美各國政府也正在實施各種舉措，以促進電動車的生產。作為重要的汽車製造中心，加州推出了針對零排放汽車的激勵措施和強制規定，進一步鼓勵人們轉向電動車。

市場區隔分析

電動汽車電池浸入式冷卻市場根據類型、冷卻液和車輛類型進行分類。

  • 依類型：市場分為單相和雙相浸入式冷卻系統。 2023年，單相浸入式冷卻佔了較大的市佔率。
  • 依冷卻液類型分類：市場細分為礦物油、合成油、氟碳基冷卻液及其他冷卻液。 2023年，合成油佔據了市場主導地位。
  • 依車輛類型：市場分為乘用車、輕型商用車和重型商用車，其中乘用車在 2023 年佔據最大佔有率。

市場展望

全球電動車的日益普及推動了對高容量電動車電池的需求。原始設備製造商致力於提升電池效能，以實現更高的能量密度和更快的充電速度。例如，浦項科技大學和西江大學的研究人員在2023年3月宣布開發出一種功能性聚合物黏合劑，可以透過矽陽極取代石墨來顯著提升電動車的續航里程。通用汽車也在從鋰離子技術過渡到鋰金屬技術，這有望實現更高的能量密度和更快的充電時間。

然而，高容量電池的發展也帶來了熱失控等風險，可能導致電池過熱並引發潛在危險。浸入式冷卻技術，即將電池組浸入專用介電流體中，正日益被視為有效管理熱量並防止熱失控的解決方案。該技術增強了熱傳遞，並在整個電池組中實現均勻冷卻，從而提高電池性能和安全性。

例如，2024 年 9 月，Xing Mobility 推出了 Immersio XM28，這是一種旨在快速冷卻電池單元並防止熱擴散的系統，展示了浸入式冷卻技術的進步。

國家洞察

北美浸入式冷卻市場主要由美國推動，美國在2023年佔據了最大的市場佔有率。美國電動車的日益普及預計將增加對浸入式冷卻等高效能冷卻系統的需求。在政府投資的支持下，美國汽車產業正在經歷顯著成長，這些投資旨在到2050年實現淨零排放。根據《兩黨基礎設施法》，美國政府宣布將大力投資電動車基礎設施和電池組件，進一步推動電動車的普及。

公司簡介

北美浸入式冷卻市場的主要參與者包括殼牌公司、GS Caltex Corporation、Engineered Fluids Inc、嘉吉公司、Rimac Technology Ltd、路博潤公司、XING Mobility Inc、EXOES SAS、Mahle GmbH 和里卡多公司。這些公司正在採取各種策略，包括產品創新、擴張和併購，以增強其市場影響力，並滿足電動車電池領域對浸入式冷卻解決方案日益成長的需求。

目錄

第1章：簡介

第2章：執行摘要

  • 關鍵見解
  • 市場吸引力

第3章：研究方法

  • 二次研究
  • 初步研究
    • 假設表述：
    • 宏觀經濟因素分析：
    • 顯影基數：
    • 數據三角測量：
    • 國家級資料：

第4章：北美電動車電池浸入式冷卻市場格局

  • 概述
  • PEST分析
  • 生態系分析
    • 價值鏈中的供應商清單：

第5章：北美電動車電池浸入式冷卻市場－關鍵市場動態

  • 市場促進因素
    • 為延長電動車續航里程，高容量電池的需求增加
    • 電動車需求不斷成長
  • 市場限制
    • 浸入式冷卻面臨的挑戰
  • 市場機會
    • 浸入式冷卻的優勢
  • 未來趨勢
    • 浸入式冷卻電池擴大應用於公路車輛
  • 促進因素和限制因素的影響：

第6章：電動車電池浸入式冷卻市場－北美市場分析

  • 2021-2031年北美電動車電池浸入式冷卻市場收入
  • 北美電動車電池浸入式冷卻市場預測分析

第7章：北美電動車電池浸入式冷卻市場分析－依類型

  • 單相浸入式冷卻
  • 雙相浸入式冷卻

第 8 章：北美電動車電池浸入式冷卻市場分析 - 依冷卻液類型

  • 礦物油
  • 合成油
  • 氟碳基流體
  • 其他

第9章：北美電動車電池浸入式冷卻市場分析－依車型

  • 搭乘用車
  • 輕型商用車
  • 重型商用車

第 10 章：北美電動車電池浸入式冷卻市場 - 國家分析

  • 北美洲
    • 美國
    • 北美其他地區

第 11 章：競爭格局

  • 關鍵參與者的熱圖分析
  • 公司定位與集中度

第 12 章：產業格局

  • 概述
  • 市場計劃
  • 產品開發
  • 併購

第13章：公司簡介

  • Ricardo Plc
  • Mahle GmbH
  • EXOES SAS
  • XING Mobility Inc
  • The Lubrizol Corp
  • Rimac Technology Ltd
  • Cargill, Incorporated
  • Engineered Fluids Inc
  • GS Caltex Corporation
  • Shell Plc

第 14 章：附錄

Product Code: BMIRE00029875

The North America immersion cooling market for electric vehicle (EV) batteries is projected to grow significantly, reaching approximately USD 85.9 million by 2031, up from just USD 762,750 in 2023. This growth represents a remarkable compound annual growth rate (CAGR) of 84.6% from 2026 to 2031.

Executive Summary and Market Analysis

The North American immersion cooling market for EV batteries is primarily divided into two segments: the United States and the Rest of North America. The anticipated increase in the adoption of immersion cooling technology for EV batteries is largely driven by the rising sales and production of electric vehicles in the region. According to a report by Cox Automotive published in October 2024, approximately 3.46 million EVs were sold in the third quarter of 2024, marking a 5% increase from the previous quarter. The share of EVs in total vehicle sales reached 8.9%, the highest recorded to date, up from 7.8% in the same quarter of 2023. Tesla remains a dominant player in the market, having sold over 16,000 Cybertrucks recently. Additionally, the Alliance for Automotive Innovation reported that EV sales surged from around 300,000 in the first quarter of 2023 to 375,000 by the third quarter.

This surge in EV sales is driving demand for battery manufacturing in North America. Automotive manufacturers are investing heavily in battery and EV production. For instance, in October 2022, ONE, an energy storage firm, announced a USD 1.6 billion investment in a new EV battery manufacturing facility in Michigan, expected to be operational by the end of 2027. This facility aims to achieve a 45% reduction in carbon emissions by 2028 through a circular manufacturing approach. The presence of major automotive original equipment manufacturers (OEMs) in North America, many of whom are pursuing electrification initiatives, further supports this trend. For example, Stellantis announced plans to invest approximately USD 35.5 billion in vehicle electrification and new technologies by 2025, joining other major automakers like General Motors, Volkswagen, and Ford in committing substantial investments to EVs.

Governments in North America are also implementing various initiatives to boost EV production. California, a key automotive manufacturing hub, has introduced incentives and mandates for zero-emission vehicles, further encouraging the shift towards electric mobility.

Market Segmentation Analysis

The immersion cooling market for EV batteries is categorized based on type, cooling fluid, and vehicle type.

  • By Type: The market is divided into single-phase and double-phase immersion cooling systems. In 2023, single-phase immersion cooling held a larger market share.
  • By Cooling Fluid Type: The market is segmented into mineral oil, synthetic oil, fluorocarbon-based fluids, and others. Synthetic oil dominated the market in 2023.
  • By Vehicle Type: The market is classified into passenger vehicles, light commercial vehicles, and heavy commercial vehicles, with passenger vehicles holding the largest share in 2023.

Market Outlook

The increasing adoption of electric vehicles globally is driving the demand for high-capacity EV batteries. OEMs are focused on enhancing battery performance to achieve higher energy density and faster charging capabilities. For instance, researchers from POSTECH and Sogang University announced in March 2023 the development of a functional polymeric binder that could increase EV range significantly by replacing graphite with silicon anodes. General Motors is also transitioning from lithium-ion to lithium-metal technology, which promises greater energy density and faster charging times.

However, the development of high-capacity batteries poses risks such as thermal runaway, which can lead to overheating and potential hazards. Immersion cooling technology, which involves submerging battery packs in specialized dielectric fluids, is increasingly seen as a solution to manage heat effectively and prevent thermal runaway. This technology enhances heat transfer and provides uniform cooling across battery packs, thereby improving battery performance and safety.

For example, in September 2024, Xing Mobility introduced the Immersio XM28, a system designed to cool battery cells rapidly and prevent thermal propagation, showcasing the advancements in immersion cooling technology.

Country Insights

The North American immersion cooling market is primarily driven by the United States, which held the largest market share in 2023. The growing adoption of EVs in the US is expected to increase the demand for efficient cooling systems like immersion cooling. The US automotive sector is experiencing significant growth, supported by government investments aimed at achieving net-zero emissions by 2050. Under the Bipartisan Infrastructure Law, the US government announced substantial investments in EV infrastructure and battery components, further promoting EV adoption.

Company Profiles

Key players in the North American immersion cooling market include Shell Plc, GS Caltex Corporation, Engineered Fluids Inc, Cargill, Rimac Technology Ltd, The Lubrizol Corp, XING Mobility Inc, EXOES SAS, Mahle GmbH, and Ricardo Plc. These companies are pursuing various strategies, including product innovation, expansion, and mergers and acquisitions, to enhance their market presence and meet the growing demand for immersion cooling solutions in the EV battery sector.

Table Of Contents

1. Introduction

  • 1.1 Report Guidance
  • 1.2 Market Segmentation

2. Executive Summary

  • 2.1 Key Insights
  • 2.2 Market Attractiveness

3. Research Methodology

  • 3.1 Secondary Research
  • 3.2 Primary Research
    • 3.2.1 Hypothesis formulation:
    • 3.2.2 Macroeconomic factor analysis:
    • 3.2.3 Developing base number:
    • 3.2.4 Data Triangulation:
    • 3.2.5 Country-level data:

4. North America Immersion Cooling for EV Batteries Market Landscape

  • 4.1 Overview
  • 4.2 PEST Analysis
  • 4.3 Ecosystem Analysis
    • 4.3.1 List of Vendors in Value Chain:

5. North America Immersion Cooling for EV Batteries Market - Key Market Dynamics

  • 5.1 Market Drivers
    • 5.1.1 Increase in Demand for High-Capacity Batteries to Extend EV Driving Range
    • 5.1.2 Growing Demand for Electric Vehicles
  • 5.2 Market Restraints
    • 5.2.1 Challenges Associated with Immersion Cooling
  • 5.3 Market Opportunities
    • 5.3.1 Advantages of Immersion Cooling
  • 5.4 Future Trends
    • 5.4.1 Growing Incorporation of Immersion-Cooled Battery into Road-Going Vehicles
  • 5.5 Impact of Drivers and Restraints:

6. Immersion Cooling for EV Batteries Market - North America Market Analysis

  • 6.1 North America Immersion Cooling for EV Batteries Market Revenue (US$ Thousand), 2021-2031
  • 6.2 North America Immersion Cooling for EV Batteries Market Forecast Analysis

7. North America Immersion Cooling for EV Batteries Market Analysis - by Type

  • 7.1 Single-Phase Immersion Cooling
    • 7.1.1 Overview
    • 7.1.2 Single-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 7.2 Double-Phase Immersion Cooling
    • 7.2.1 Overview
    • 7.2.2 Double-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)

8. North America Immersion Cooling for EV Batteries Market Analysis - by Cooling Fluid Type

  • 8.1 Mineral Oil
    • 8.1.1 Overview
    • 8.1.2 Mineral Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 8.2 Synthetic Oil
    • 8.2.1 Overview
    • 8.2.2 Synthetic Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 8.3 Fluorocarbon-Based Fluid
    • 8.3.1 Overview
    • 8.3.2 Fluorocarbon-Based Fluid: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 8.4 Others
    • 8.4.1 Overview
    • 8.4.2 Others: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)

9. North America Immersion Cooling for EV Batteries Market Analysis - by Vehicle Type

  • 9.1 Passenger Vehicles
    • 9.1.1 Overview
    • 9.1.2 Passenger Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 9.2 Light Commercial Vehicles
    • 9.2.1 Overview
    • 9.2.2 Light Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • 9.3 Heavy Commercial Vehicles
    • 9.3.1 Overview
    • 9.3.2 Heavy Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)

10. North America Immersion Cooling for EV Batteries Market - Country Analysis

  • 10.1 North America
    • 10.1.1 North America Immersion Cooling for EV Batteries Market - Revenue and Forecast Analysis - by Country
      • 10.1.1.1 North America Immersion Cooling for EV Batteries Market - Revenue and Forecast Analysis - by Country
      • 10.1.1.2 United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
        • 10.1.1.2.1 United States: North America Immersion Cooling for EV Batteries Market Share - by Type
        • 10.1.1.2.2 United States: North America Immersion Cooling for EV Batteries Market Share - by Cooling Fluid Type
        • 10.1.1.2.3 United States: North America Immersion Cooling for EV Batteries Market Share - by Vehicle Type
      • 10.1.1.3 Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
        • 10.1.1.3.1 Rest of North America: North America Immersion Cooling for EV Batteries Market Share - by Type
        • 10.1.1.3.2 Rest of North America: North America Immersion Cooling for EV Batteries Market Share - by Cooling Fluid Type
        • 10.1.1.3.3 Rest of North America: North America Immersion Cooling for EV Batteries Market Share - by Vehicle Type

11. Competitive Landscape

  • 11.1 Heat Map Analysis by Key Players
  • 11.2 Company Positioning & Concentration

12. Industry Landscape

  • 12.1 Overview
  • 12.2 Market Initiative
  • 12.3 Product Development
  • 12.4 Mergers & Acquisitions

13. Company Profiles

  • 13.1 Ricardo Plc
    • 13.1.1 Key Facts
    • 13.1.2 Business Description
    • 13.1.3 Products and Services
    • 13.1.4 Financial Overview
    • 13.1.5 SWOT Analysis
    • 13.1.6 Key Developments
  • 13.2 Mahle GmbH
    • 13.2.1 Key Facts
    • 13.2.2 Business Description
    • 13.2.3 Products and Services
    • 13.2.4 Financial Overview
    • 13.2.5 SWOT Analysis
    • 13.2.6 Key Developments
  • 13.3 EXOES SAS
    • 13.3.1 Key Facts
    • 13.3.2 Business Description
    • 13.3.3 Products and Services
    • 13.3.4 Financial Overview
    • 13.3.5 SWOT Analysis
    • 13.3.6 Key Developments
  • 13.4 XING Mobility Inc
    • 13.4.1 Key Facts
    • 13.4.2 Business Description
    • 13.4.3 Products and Services
    • 13.4.4 Financial Overview
    • 13.4.5 SWOT Analysis
    • 13.4.6 Key Developments
  • 13.5 The Lubrizol Corp
    • 13.5.1 Key Facts
    • 13.5.2 Business Description
    • 13.5.3 Products and Services
    • 13.5.4 Financial Overview
    • 13.5.5 SWOT Analysis
    • 13.5.6 Key Developments
  • 13.6 Rimac Technology Ltd
    • 13.6.1 Key Facts
    • 13.6.2 Business Description
    • 13.6.3 Products and Services
    • 13.6.4 Financial Overview
    • 13.6.5 SWOT Analysis
    • 13.6.6 Key Developments
  • 13.7 Cargill, Incorporated
    • 13.7.1 Key Facts
    • 13.7.2 Business Description
    • 13.7.3 Products and Services
    • 13.7.4 Financial Overview
    • 13.7.5 SWOT Analysis
    • 13.7.6 Key Developments
  • 13.8 Engineered Fluids Inc
    • 13.8.1 Key Facts
    • 13.8.2 Business Description
    • 13.8.3 Financial Overview
    • 13.8.4 SWOT Analysis
    • 13.8.5 Key Developments
  • 13.9 GS Caltex Corporation
    • 13.9.1 Key Facts
    • 13.9.2 Business Description
    • 13.9.3 Products and Services
    • 13.9.4 Financial Overview
    • 13.9.5 SWOT Analysis
    • 13.9.6 Key Developments
  • 13.10 Shell Plc
    • 13.10.1 Key Facts
    • 13.10.2 Business Description
    • 13.10.3 Products and Services
    • 13.10.4 Financial Overview
    • 13.10.5 SWOT Analysis
    • 13.10.6 Key Developments

14. Appendix

  • 14.1 About The Insight Partners
  • 14.2 Word Index

List Of Tables

  • Table 1. North America Immersion Cooling for EV Batteries Market Segmentation
  • Table 2. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Table 3. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Type
  • Table 4. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Cooling Fluid Type
  • Table 5. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Vehicle Type
  • Table 6. North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand) - by Country
  • Table 7. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Type
  • Table 8. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Cooling Fluid Type
  • Table 9. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Vehicle Type
  • Table 10. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Type
  • Table 11. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Cooling Fluid Type
  • Table 12. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021 - 2031 (US$ Thousand) - by Vehicle Type
  • Table 13. Company Positioning & Concentration
  • Table 14. List of Abbreviation

List Of Figures

  • Figure 1. North America Immersion Cooling for EV Batteries Market Segmentation - Country
  • Figure 2. PEST Analysis
  • Figure 3. Ecosystem: Immersion Cooling for EV Batteries Market
  • Figure 4. North America Immersion Cooling for EV Batteries Market - Key Market Dynamics
  • Figure 5. Impact Analysis of Drivers and Restraints
  • Figure 6. North America Immersion Cooling for EV Batteries Market Revenue (US$ Thousand), 2021-2031
  • Figure 7. North America Immersion Cooling for EV Batteries Market Share (%) - by Type (2023 and 2031)
  • Figure 8. Single-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 9. Double-Phase Immersion Cooling: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 10. North America Immersion Cooling for EV Batteries Market Share (%) - by Cooling Fluid Type (2023 and 2031)
  • Figure 11. Mineral Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 12. Synthetic Oil: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 13. Fluorocarbon-Based Fluid: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 14. Others: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 15. North America Immersion Cooling for EV Batteries Market Share (%) - by Vehicle Type (2023 and 2031)
  • Figure 16. Passenger Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 17. Light Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 18. Heavy Commercial Vehicles: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021-2031 (US$ Thousand)
  • Figure 19. North America Immersion Cooling for EV Batteries Market Breakdown, by Key Countries, 2023 and 2031 (%)
  • Figure 20. United States: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021- 2031 (US$ Thousand)
  • Figure 21. Rest of North America: North America Immersion Cooling for EV Batteries Market - Revenue and Forecast, 2021- 2031 (US$ Thousand)
  • Figure 22. Heat Map Analysis by Key Players