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市場調查報告書
商品編碼
2047033
汽車熱管理系統市場 - 全球產業規模、佔有率、趨勢、機會、預測:按車輛類型、推進系統、應用類型、地區和競爭格局分類,2021-2031年Automotive Thermal System Market -Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Propulsion, By Application Type, By Region & Competition, 2021-2031F |
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全球汽車溫度控管系統市場預計將從 2025 年的 408.4 億美元成長到 2031 年的 501.4 億美元,複合年成長率為 3.48%。
該行業涵蓋控制引擎、傳動系統和車廂溫度的關鍵技術,包括空調系統和電池溫度控管系統。推動這一成長的主要動力是汽車電氣化的快速發展。這需要先進的溫度控管解決方案來最佳化電池性能,同時也需要嚴格的排放氣體法規來提高燃油效率。中國汽車工業協會的數據印證了這項變化,該協會預測,到2024年,新能源汽車銷量將達到1,287萬輛,年增35.5%。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 408.4億美元 |
| 市場規模:2031年 | 501.4億美元 |
| 複合年成長率:2026-2031年 | 3.48% |
| 成長最快的細分市場 | 純電動車 |
| 最大的市場 | 北美洲 |
儘管存在這些積極因素,但先進溫度控管架構的高成本和技術複雜性仍然是該領域面臨的重大挑戰。現代電動車需要配備熱泵和多個冷卻迴路的複雜組件,這顯著增加了製造成本,並進一步加劇了供應鏈物流的困難。這些成本的增加可能會阻礙價格敏感型新興市場的採用,並可能阻礙汽車溫度控管系統的整體發展。
電動車和混合動力汽車的快速普及是全球汽車溫度控管系統市場的主要驅動力。與內燃機不同,電動動力傳動系統需要複雜的溫度控管結構來控制電池組、逆變器和電機,以確保安全並最佳化續航里程。這種結構性轉變催生了對專用硬體(例如電池冷卻器、電子膨脹閥和冷卻迴路)的巨大需求。根據國際能源總署 (IEA) 於 2025 年 5 月發布的《2025 年全球電動車展望》,2025第一季全球電動車銷量年增 35%,凸顯了汽車業對先進熱控制技術的日益依賴,以加速電氣化平台的普及。
同時,為了緩解消費者對續航里程和充電時間的擔憂,高效能的電池溫度控管日益受到重視,並對市場產生了影響。隨著製造商推出支援快速充電的高壓系統,電池單元的熱負荷不斷增加,需要高性能的液冷和熱泵技術來確保穩定性。 Hanon Systems在2025年10月發布的2025年第三季財報中指出,電動車銷售額佔其總收入的28%,這表明主要供應商正在將其策略轉向電氣化組件。此外,Valeo宣布,在對溫度控管系統和電氣化系統的強勁需求支撐下,訂單達到118億歐元,年增30%。
複雜的汽車溫度控管架構所需的高成本和先進技術是限制全球汽車溫度控管系統市場成長的主要障礙。隨著汽車產業向電氣化轉型,對包含熱泵、多迴路冷卻系統和精確溫控控制設備的複雜系統的需求顯著推高了零件成本。這種複雜性不僅推高了生產成本,也為供應鏈帶來了物流挑戰,阻礙了汽車製造商快速實現規模經濟。因此,不斷上漲的製造成本往往轉嫁給消費者,導致電動車零售價格居高不下,並抑制了價格敏感地區的需求。
這種經濟負擔將導致汽車普及速度放緩,進而限制整車製造商對溫度控管系統的需求量。這些市場趨勢的影響也反映在近期的產業數據中。德國汽車工業協會 (VDA) 的報告顯示,2024 年德國新電動車註冊量較上年下降了 18%。主要汽車產業中心的這種萎縮表明,成本相關的障礙和需求波動會如何直接阻礙整個溫度控管系統產業的發展。
整合式溫度控管模組 (ITMM) 的出現正在改變市場格局,它將複雜的冷卻迴路整合到單一歧管中,從而在降低重量和組裝成本的同時,提升能源管理水平。在電動車領域,由於座艙、電池和電力電子設備都需要精確的溫度控制,製造商正從分散式組件轉向這些能夠動態分配熱能的集中式系統。這一趨勢在領先的一級供應商中正迅速發展,他們正朝著模組化設計邁進。例如,在2025年4月題為「儘管市場環境充滿挑戰,馬勒仍保持強勁業績」的新聞稿中,馬勒宣布已訂單有史以來最大的溫度控管模組訂單,價值12億歐元。如此大規模的合約表明,整個行業正朝著最佳化供應鏈和提升車輛效率的整合解決方案方向發展。
同時,為最大限度減少發熱而採用的800V電氣架構,推動了對高性能溫度控管組件的需求,這些組件旨在應對超快速充電帶來的高溫。雖然高壓平台能夠實現快速能量充電,但它們會對電池單元和電力電子裝置造成顯著的熱負荷,因此需要使用強大的液冷迴路和先進的碳化矽(SiC)逆變器。這種向高壓系統的轉變直接影響著專業製造商的性能和產品應用。博格華納於2025年10月發布的2025年第三季財報顯示,其營收為35.91億美元,年增約4.1%。這主要得益於輕型汽車電子產品銷售的成長,凸顯了先進的熱管理和電氣技術在下一代800V平台大規模商業化過程中將發揮的關鍵作用。
The Global Automotive Thermal System Market is projected to expand from USD 40.84 Billion in 2025 to USD 50.14 Billion by 2031, registering a compound annual growth rate of 3.48%. This industry encompasses technologies essential for regulating temperatures in engines, drivetrains, and cabins, including HVAC units and battery thermal management systems. A key catalyst for this growth is the rapid shift toward vehicle electrification, which requires sophisticated thermal solutions to optimize battery performance, along with strict emission standards necessitating better fuel economy. Evidence of this shift is found in data from the China Association of Automobile Manufacturers, which reported that new energy vehicle sales reached 12.87 million units in 2024, reflecting an annual increase of 35.5 percent.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 40.84 Billion |
| Market Size 2031 | USD 50.14 Billion |
| CAGR 2026-2031 | 3.48% |
| Fastest Growing Segment | BEV |
| Largest Market | North America |
Despite these positive indicators, the sector encounters significant hurdles related to the substantial costs and technical intricacies of advanced thermal management architectures. Modern electric vehicles demand complex assemblies featuring heat pumps and multiple coolant loops, which considerably raise manufacturing expenditures and add layers of difficulty to supply chain logistics. These increased costs pose a risk to mass adoption in emerging markets where price sensitivity is high, potentially acting as a brake on the overall development of the automotive thermal system landscape.
Market Driver
The swift uptake of electric and hybrid vehicles serves as the primary force driving the Global Automotive Thermal System Market. In contrast to internal combustion engines, electric powertrains require intricate thermal management structures for battery packs, inverters, and motors to guarantee safety and optimize driving range. This structural transformation generates significant demand for specialized hardware, including battery chillers, electronic expansion valves, and coolant loops. According to the International Energy Agency's "Global EV Outlook 2025" released in May 2025, global electric car sales increased by 35 percent year-on-year during the first quarter, highlighting the industry's growing dependence on advanced thermal regulation to facilitate the widespread rollout of electrified platforms.
Concurrently, the market is influenced by an emphasis on battery thermal management efficiency to mitigate consumer anxieties regarding driving range and charging times. As manufacturers deploy high-voltage systems to enable faster charging, the thermal stress on battery units intensifies, requiring high-performance liquid cooling and heat pump technologies to ensure stability. Hanon Systems reported in its "Third Quarter 2025 Financial Results" in October 2025 that electrified-vehicle sales comprised 28 percent of its total revenue, illustrating the strategic shift of major suppliers towards electrification components. Furthermore, Valeo announced an order intake of 11.8 billion euros for the first half of 2025, a 30 percent rise bolstered by robust demand for thermal and electrification systems.
Market Challenge
The substantial expenses and technical sophistication required for advanced thermal management architectures create a significant obstacle to the growth of the Global Automotive Thermal System Market. As the industry moves toward electrification, the necessity for complex systems incorporating heat pumps, numerous coolant loops, and exacting temperature control devices drastically raises the bill of materials. This intricacy not only inflates production costs but also introduces logistical challenges within the supply chain, hindering automakers from quickly realizing economies of scale. Consequently, these higher manufacturing costs are frequently transferred to buyers, maintaining high retail prices for electric vehicles and suppressing demand in price-sensitive areas.
This financial strain leads to a deceleration in vehicle adoption rates, which subsequently restricts the quantity of thermal systems needed by original equipment manufacturers. The effect of these market forces is visible in recent industry data; the German Association of the Automotive Industry (VDA) reported an 18 percent decline in new electric vehicle registrations in Germany in 2024 compared to the prior year. Such a contraction in a major automotive hub demonstrates how cost-related impediments and volatile demand can directly obstruct the broader progress of the thermal system sector.
Market Trends
The emergence of Integrated Thermal Management Modules (ITMM) is transforming the market by combining complicated coolant circuits into single manifolds, which decreases weight and assembly expenses while improving energy management. Because electric vehicles need precise temperature control for the cabin, battery, and power electronics, manufacturers are shifting from decentralized parts to these centralized systems that dynamically distribute thermal energy. This trend is gaining considerable momentum among leading tier-1 suppliers transitioning to modular designs; for instance, MAHLE announced in an April 2025 press release titled "MAHLE holds its ground in a difficult market environment" that it had secured a historic order for thermal management modules valued at 1.2 billion euros. Such substantial contracts signal a clear industry move toward integrated solutions that optimize supply chains and vehicle efficiency.
Simultaneously, the adoption of 800V electrical architectures to minimize heat generation is stimulating demand for high-performance thermal components designed to handle the intense heat associated with ultra-fast charging. Higher voltage platforms facilitate rapid energy recharging but place significant thermal stress on battery cells and power electronics, requiring the use of robust liquid cooling loops and advanced silicon carbide (SiC) inverters. This shift toward high-voltage systems is directly impacting financial results and product adoption for specialized manufacturers. BorgWarner's "Third Quarter 2025 Results" from October 2025 reported net sales of 3,591 million dollars, a roughly 4.1 percent increase attributed largely to growth in light vehicle eProduct sales, underscoring the vital role of advanced thermal and electrical technologies in the mass commercialization of next-generation 800V platforms.
Report Scope
In this report, the Global Automotive Thermal System Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Automotive Thermal System Market.
Global Automotive Thermal System Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: