중국의 신에너지차용 열관리 시스템 시장(2024년)
New Energy Vehicle Thermal Management System Market Research Report,2024
상품코드 : 1583752
리서치사 : ResearchInChina
발행일 : 2024년 10월
페이지 정보 : 영문 540 Pages
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한글목차

신에너지 승용차에 대한 히트펌프 시스템의 탑재

판매중인 신에너지 승용차(EV, PHEV, REV)는 368개 모델로 배터리 전기 승용차(EV) 240개 모델, 플러그인 하이브리드 전기 승용차(PHEV) 106개 모델, 주행거리 연장형 전기 승용차(REEV) 22개 모델입니다. 히트펌프 탑재율은 배터리 전기자동차가 47.5%, 플러그인 하이브리드 전기자동차가 6.6%, 주행거리 연장형 전기자동차가 4.5%를 차지합니다.

2024년 1월부터 6월까지 신에너지 승용차(EV, PHEV, REV)는 총 468만 9,000대가 판매되었습니다. 히트펌프 시스템을 표준으로 장착한 풀레인지 모델이 전체의 31.3%, 히트펌프 시스템을 장착한 중고급 모델이 6.4%, 히트펌프 시스템을 장착하지 않고 PTC 시스템을 채택한 모델이 62.3%를 차지했습니다(이 중 옵션으로 히트펌프로 업그레이드할 수 있는 모델은 약 1.3%). 업그레이드가 가능한 모델은 약 1.3%).

2024년 상반기 중국 배터리 전기자동차(EV) 승용차(히트펌프 장착 모델)의 가격대별 판매량을 보면, 20-25만위안 가격대가 58만6000대로 전체의 37.6%를 차지했고, 2위는 10만-15만위안으로 35만4000대로 전체의 22.7%, 3위는 15-20만위안으로 전체의 13.2%를 차지했습니다. 전체 판매량의 13.2%인 20만 7,000대, 3위는 15-20만 위안으로 전체 판매량의 13.2%를 차지했습니다.

히트펌프 시스템을 장착한 배터리 전기 승용차의 전체 판매 가격은 2023년에 비해 하락하고 있는데, 이는 주로 신에너지 승용차 제조업체 간의 가격 경쟁에 기인합니다. 열 관리 시스템은 자체 생산되는 경향이 있으므로 시스템 비용은 계속 하락할 것입니다.

OEM 열 관리 시스템은 다 방향 밸브 히트펌프 액체 냉각 솔루션을 채택합니다.

신에너지 자동차 기술이 발전함에 따라 열 관리 시스템도 계속 혁신과 개선을 거듭하고 있습니다. 예를 들어 일부 고급 열 관리 시스템은보다 지능적인 제어 전략을 채택하고 실제 상황에 따라 열 방출 강도를 자동으로 조정합니다. 또한 신소재와 신기술을 사용하여 열 관리 시스템의 효율성과 신뢰성을 향상 시켰습니다.

Li Auto

Li Auto의 열 관리 시스템의 설계 개념은 멀티 포트 밸브 히트펌프 폐열 회수입니다. 슈퍼 열 관리 모듈은 밸브 본체, 펌프, 가스 분리기, 열교환기 등 16개의 주요 기능 부품을 통합하여 시스템 부품을 크게 줄이고 물리적 부품과 ECU를 분리했습니다.

BYD의 "16-in-1" 통합 열 관리 시스템

e-platform 3.0 아키텍처의 BC 시리즈 히트펌프 에어컨을 기반으로 한 통합 열 관리 시스템은 우선 에너지 소비와 손실을 줄입니다. 캐빈과 전원 배터리 주변에서 냉열 상호 작용을 가능하게 할 뿐만 아니라 BYD OS 운영 체제에 의해 도메인 제어 수준에서 제어되어 블레이드 배터리와 캐빈에 직접 냉기를 공급하고 전기 구동 시스템, 캐빈 및 블레이드 배터리 사이에서 열을 이동시킵니다. 이동시킵니다.

Seal 07 EV와 일치하는 "16-in-1" 통합 열 관리 시스템은 차량 각 시스템의 5가지 온도 요구사항에 대해 고온 가열, 고온 냉각, 저온 예열, 폐열 회수, 저온 냉각 서보를 제공할 수 있습니다.

Haozhi Thermal Control-Haozhi 플랫폼 통합 열 관리 시스템

Haozhi Thermal Control은 히트펌프 공조 기술을 핵심으로 하며, 낮은 에너지 소비, 넓은 온도 범위, 높은 집적도를 특징으로 합니다. 난방 소비 전력은 800W 미만으로 겨울철 주행 거리를 최대 20%까지 향상시킬 수 있습니다. 또한 Haozhi Thermal Control 시스템의 작동 온도는 -35℃, 히트펌프 모드에서는 -20℃로 낮습니다. 통합 모듈과 듀얼 소스 히트펌프가 장착되어 있으며 3C 급속 충전을 지원합니다.

중국의 신에너지차용 열관리 시스템 시장에 대해 조사분석했으며, 시장의 현황과 동향, 산업 체인, 공급업체, OEM가 제공하는 솔루션 등의 정보를 제공하고 있습니다.

목차

제1장 신에너지차용 열관리 시스템의 서론과 정책

제2장 신에너지차용 열관리 시장의 현황과 동향

제3장 신에너지차용 열관리 산업 체인

제4장 신에너지차용 열관리 시스템 공급업체

제5장 OEM의 열관리 시스템 솔루션

KSA
영문 목차

영문목차

xEV thermal management research: develop towards multi-port valve + heat pump + liquid cooling integrated thermal management systems.

The thermal management system of new energy vehicles evolves from the decentralized to the integrated, and then to the intelligent:

Distributed thermal management system: simple structure but low efficiency. The circuits of battery, motor and ECU, and air conditioning system are independent of each other. Although the structure is simple, the energy efficiency is low and the integration is also low;

Integrated thermal management system: use multi-port valves or pipelines to connect various systems. By using multi-port valves or pipelines, the circuits of various systems are connected to form a large circulation loop, improving the energy efficiency;

Intelligent thermal management system: the future development trend, realizing the integration of thermal management system functions, modular structure, and intelligent control to achieve the lowest energy consumption and optimal energy distribution for vehicles.

Installation of heat pump systems in new energy passenger cars

There are 368 new energy passenger car models (EV&PHEV&REEV) on sale, including 240 battery electric passenger car models (EV), 106 plug-in hybrid electric passenger car models (PHEV), and 22 range-extended electric passenger car models (REEV). By heat pump installation, battery electric passenger car models account for 47.5%, plug-in hybrid passenger car models 6.6%, and range-extended electric passenger car models 4.5%.

From January to June 2024, a total of 4.689 million new energy passenger cars (EV&PHEV&REEV) were sold. The full range of models installed with heat pump systems as standard took up 31.3% of the total sales; mid-to-high-configuration models with heat pump systems accounted for 6.4%; the models without heat pump systems but using PTC systems swept 62.3% (of which, about 1.3% of the models could be upgraded with optional heat pumps).

Seen from the price range of China's battery electric (EV) passenger cars (models equipped with heat pumps) in the first half of 2024, 586,000 units of models in the range of RMB200,000-250,000 were sold, making up 37.6% of the total sales of battery electric passenger cars; the sales of models in the range of RMB100,000-150,000 ranked second, up to 354,000 units, or 22.7% of the total sales; the models in the range of RMB150,000-200,000 were positioned third, with sales up to 207,000 units, or 13.2% of the total sales.

The overall selling price of battery electric passenger cars equipped with heat pump systems declines compared to 2023, mainly due to the price war among new energy passenger car manufacturers. As thermal management systems tend to be homemade, the system cost continues to fall.

The OEM thermal management system adopts a multi-way valve + heat pump + liquid cooling solution

As new energy vehicle technology advances, thermal management systems also keep innovating and improving. For example, some advanced thermal management systems adopt more intelligent control strategies, automatically adjusting the heat dissipation intensity according to actual conditions. The application of new materials and new technologies has also improved the efficiency and reliability of thermal management systems.

Li Auto

The design concept of Li Auto's thermal management system is multi-port valve + heat pump + waste heat recovery. The super thermal management module integrates 16 main functional components such as valve body, pump, gas separator and heat exchanger, reducing a lot of system components and realizing the separation of physical components and ECUs.

BYD's "16-in-1" integrated thermal management system

The integrated thermal management system based on the BC series heat pump air conditioner under the e-platform 3.0 architecture first reduces energy consumption and loss. It not only enables cold and heat interactions around the cabin and power battery, but also is controlled by the operating system BYD OS at the domain control level, sending cold air directly to the blade battery and cabin, and transferring heat among the electric drive system, cabin and blade battery.

The "16-in-1" integrated thermal management system matching Seal 07 EV can provide high-temperature heating, high-temperature cooling, low-temperature preheating, waste heat recovery and low-temperature refrigeration servo in the five temperature requirements for each system of the vehicle.

Neta Haozhi Thermal Control - Haozhi Platform Integrated Thermal Management System

Haozhi Thermal Control highlights heat pump air conditioning technology, and features low energy consumption, wide temperature range, and high integration. With heating power consumption less than 800W, it increases cruising range by up to 20% in winter. In addition, the operating temperature of the Haozhi thermal control system is as low as -35°C, and -20°C in heat pump mode. It has an integrated module and a dual-source heat pump, and supports 3C fast charging.

Haozhi Thermal Control 1.0 is equipped with an integrated module and a dual-source low-temperature heat pump, allowing the battery to be charged fully within half an hour;

Haozhi Thermal Control 2.0 adopts a direct heat pump architecture, uses compressor hot gas bypass technology, and is equipped with an intelligent control algorithm, allowing the battery to be charged fast and fully within 15 minutes;

Haozhi Thermal Control 3.0 uses a new type of coolant, and leads the industry in terms of integration, efficiency and temperature range.

Intelligent thermal management: Innovative solutions such as integrated controllers and sensors spring up.

Thermal management controller - mainstream integrated modules include: water pump drive, water valve drive, electronic expansion valve drive, solenoid valve control, sensor acquisition, network communication, circuit self-diagnosis, OBD diagnosis, hardware, etc.

For example, EVPT's thermal management module (TMM) uses NXP FS32K146 as the main control chip, with bus frequency of 80 MHz, and a connector with 80 Pins (40+40). It offers IP5K1 protection and supports the ISO26262 ASIL-B functional safety level.

Under zonal architecture, zones re-integrate the vehicle power grid architecture, communication architecture and controller architecture. Faced with the trend towards thermal management system integration, the independent thermal management controller can integrate the control systems of core components such as electronic expansion valve, water pump, and water valve into the thermal management controller (TMC). On the one hand, it can reduce a large number of discrete backplane drivers and save system costs. On the other hand, it can ensure the platformization of the vehicle architecture and zone control modules as much as possible while coping with diversified topology architectures of the thermal management system. The integrated thermal management controller can also greatly lower the failure rate of component ECUs, facilitating system intelligence and full life cycle diagnosis and maintenance.

In the future, the main challenges in integrated thermal management systems for new energy vehicles include inaccurate temperature control and energy waste. To solve the problems, it is necessary to further research and develop more advanced temperature and pressure sensing technologies to improve the accuracy and sensitivity of temperature and pressure monitoring.

As MEMS sensors are used ever more widely in vehicles, OEMs need to seize the opportunity and establish industrial partnerships in a short time, so that these new sensor technologies can be successfully integrated into vehicle design.

TDK's temperature and pressure integrated sensor

It integrates both temperature and pressure measurement functions, and features high accuracy, small size, light weight, quick response, and diverse installation modes. It can be applied to key components such as thermal management systems and automotive electric compressors to monitor heat exchange efficiency in real time.

Melexis MEMS digital output pressure sensor MLX90834

In September 2024, Melexis, a global microelectronics engineering company, expanded its TriphibianTM family with the MLX90834 pressure sensor, designed for automotive applications such as EV thermal management. This robust, factory-calibrated MEMS solution accurately measures pressure in both gas and liquid media from 2 to 70 bar. Its digital SENT output delivers absolute pressure information, diagnostic and temperature data, enabling enhanced system performance and reliability.

Reliability is the basic requirement for the development of thermal management systems for new energy vehicles. As the new energy vehicle market continues to expand, the reliability requirements for thermal management systems are becoming ever higher. Using high-quality components and strict manufacturing processes, as well as sufficient testing and verification can ensure the stability and reliability of thermal management systems, thereby improving competitive edges of vehicles.

Table of Contents

1 Introduction and Policy of New Energy Vehicle Thermal Management System

2 Status Quo and Trends of New Energy Vehicle Thermal Management Market

3 New Energy Vehicle Thermal Management Industry Chain

4 New Energy Vehicle Thermal Management System Suppliers

5 Thermal Management System Solutions of OEMs

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