Stratistics MRC에 따르면 세계의 전기자동차(EV) 열관리 시스템 시장은 2025년 102억 2,000만 달러를 차지하고 예측 기간 동안 CAGR 5.42%로 성장하여 2032년까지 147억 9,000만 달러에 이를 것으로 예측되고 있습니다.
전기자동차(EV) 열관리 시스템은 최상의 편안함, 안전성 및 성능을 달성하기 위해 차내 온도를 제어하는 중요한 구성 요소입니다. 열교환기, 펌프, 냉매, 센서는 시스템의 일부의 부품입니다.
세계 EV 보급의 성장
보다 많은 소비자와 정부가 지속가능한 운송에 높은 우선순위를 두고 있는 가운데 자동차 제조업체는 고도의 열관리를 통해 배터리의 성능과 안전성을 극대화하는 데 주력하고 있습니다. 열관리 시스템 시장은 환경 규제의 강화나 EV의 성능에 대한 소비자의 요구 증가도 추진하고 있습니다.
고급 열관리 시스템의 고비용
고도의 열관리 시스템의 비용이 높기 때문에 비용이 많이 드는 재료와 혁신적인 기술이 필요하며 자동차의 총 비용이 증가합니다. 또한, 합리적인 가격의 EV차에의 이러한 시스템의 탑재는 고액의 비용 때문에 늦어질 가능성이 있습니다.
정부는 보조금과 재정적 인센티브를 제공함으로써 기업이 현지에서 고도의 열 관리 솔루션을 제조하도록 장려합니다. 신뢰할 수 있는 효과적인 열관리 시스템이 탄생하고 지속가능성과 청정 에너지를 지원하는 정부의 이니셔티브도 보다 우수한 EV 기술에 대한 소비자 수요를 높여줍니다.
기술적 진부화의 위험
냉각 기술과 배터리 기술의 개발이 급속히 진행됨에 따라 현재 사용되고 있는 열 솔루션이 급속히 진부해질 수 있습니다. 이에 따라 연구개발비가 필요하며, 이로 인해 경비를 밀어 올리고 이익률을 압박합니다. 또한 재고관리나 공급망 계획이 어려워져 손실이 발생할 가능성도 있습니다.
COVID-19의 영향
COVID-19의 대유행은 전기자동차(EV)용 서멀시스템 시장을 크게 혼란시켰습니다. 이 위기는 또한 지속가능한 교통수단에 대한 관심을 가속화하여 각국 정부가 인센티브를 통해 EV 도입을 지원하도록 촉구했습니다.
예측기간 동안 라디에이터 분야가 최대화될 전망
라디에이터 분야는 예측 기간 동안 배터리와 파워 일렉트로닉스가 가장 큰 시장 점유율을 차지할 것으로 예측됩니다. 첨단 라디에이터 기술은 급속 충전 및 고부하 주행 시 열 안정성을 유지하는 데 도움이 됩니다.
예측 기간 동안 이륜차 부문의 CAGR이 가장 높을 것으로 예상
예측 기간 동안, 이륜차 부문은 세계적으로 사용자 기반이 급속히 확대되고 있기 때문에 가장 높은 성장률을 나타낼 것으로 예측됩니다. 소비자 보급 증가는 첨단 열관리 시스템 수요를 밀어 올리고 있습니다. 또한 경량이고 비용 효율적인 냉각 솔루션의 요구는 이륜차 시장의 요구 사항에 부합하고 있습니다.
예측 기간 동안 아시아태평양은 EV의 대량 생산, 환경 문제 증가, 특히 중국, 일본, 한국의 강력한 정부 정책에 따라 최대 시장 점유율을 차지할 것으로 예측됩니다. 도시화의 진전과 전동 모빌리티에 대한 정부의 보조금이 시장 수요를 높여주고 있습니다.
예측기간 동안 북미지역은 EV의 보급률 상승, 엄격한 배기 가스 규제, 배터리 기술의 진보로 가장 높은 CAGR을 보여줄 것으로 예측됩니다. 라에 대한 투자가 성장을 더욱 강화하고 있습니다. 미국은 높은 연구 개발 비용과 하이테크 기업과 자동차 OEM의 협력 관계로 이 지역을 선도하고 있습니다.
According to Stratistics MRC, the Global Electric Vehicle (Ev) Thermal System Market is accounted for $10.22 billion in 2025 and is expected to reach $14.79 billion by 2032 growing at a CAGR of 5.42% during the forecast period. The thermal system of an electric vehicle (EV) is an essential component that controls the vehicle's internal temperature for maximum comfort, safety, and performance. It controls the temperature of important parts such the electric motor, battery, power electronics, and cabin. Battery longevity, overheating, and freezing are all reduced by efficient thermal management. Heat exchangers, pumps, refrigerants, and sensors are some of the parts of the system. By maintaining ideal temperature ranges, the EV thermal system assures energy efficiency, dependable operation, and passenger comfort under diverse driving and climatic situations.
Growth in EV adoption worldwide
Automakers are concentrating on maximising battery performance and safety through sophisticated thermal management as more consumers and governments place a higher priority on sustainable transportation. Vehicle range is increased and battery longevity is prolonged with the aid of efficient thermal systems. Innovation in cooling and heating technologies as well as market expansion are being driven by this greater focus on thermal solutions. The market for thermal systems is also being driven by tighter environmental laws and growing consumer demands for EV performance. All things considered, the widespread use of EVs serves as a major stimulant for the development and advancement of EV thermal systems technology.
High cost of advanced thermal systems
The high cost of sophisticated thermal systems necessitates costly materials and innovative technology, raising the total cost of the vehicle. Manufacturers might be reluctant to implement them extensively as a result, which would impede market growth. Additionally, buyers are less inclined to spend more for EVs with pricey thermal management systems. Furthermore, the incorporation of these systems into reasonably priced EV cars may be delayed due to high expenses. In the end, this cost barrier limits wider acceptance and innovation in the field of EV thermal systems.
Governments incentivise firms to make sophisticated heat management solutions locally by offering subsidies and financial incentives. This assistance shortens supply chains and lowers production costs, increasing competitiveness. R&D expenditures encourage innovation, which results in more dependable and effective thermal systems for EVs. Government initiatives that support sustainability and clean energy also raise consumer demand for better EV technologies. All things considered, this support speeds up the EV thermal system industry's technological adoption and commercial expansion.
Risk of technological obsolescence
The speedy development of cooling and battery technologies can quickly make thermal solutions that are currently in use obsolete. Long-term investments in current designs are discouraged by this risk because businesses worry that their products may soon become outdated. Furthermore, ongoing innovation necessitates ongoing R&D expenditures, which drive up expenses and squeeze profit margins. Additionally, it makes inventory management and supply chain planning more difficult, which could result in losses. In general, corporations become cautious and less eager to completely commit when technology becomes outdated, which inhibits market growth.
Covid-19 Impact
The COVID-19 pandemic significantly disrupted the electric vehicle (EV) thermal system market. Supply chain interruptions, factory shutdowns, and reduced consumer demand led to production delays and decreased sales. R&D investments were temporarily stalled as companies prioritized essential operations. However, the crisis also accelerated interest in sustainable transportation, prompting governments to support EV adoption through incentives. As markets stabilized, the demand for efficient thermal systems rebounded, driven by growing EV sales and increased focus on vehicle safety and battery performance.
The radiators segment is expected to be the largest during the forecast period
The radiators segment is expected to account for the largest market share during the forecast period by batteries and power electronics. As EVs rely on lithium-ion batteries that operate optimally within a specific temperature range, radiators ensure efficient thermal regulation to extend battery life and performance. Advanced radiator technologies help maintain thermal stability during fast charging and high-load driving conditions. Their integration with other thermal components, like cooling loops and heat exchangers, enhances overall system efficiency. Growing EV adoption and stricter thermal management requirements are thus driving increased demand for high-performance radiators.
The two-wheelers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the two-wheelers segment is predicted to witness the highest growth rate, due to its rapidly expanding user base worldwide. Efficient thermal management is critical for two-wheelers to maintain battery performance and safety in compact designs. Increasing government incentives and rising consumer adoption of electric scooters and motorcycles boost demand for advanced thermal systems. Additionally, the need for lightweight and cost-effective cooling solutions aligns well with the two-wheeler market requirements. Overall, two-wheelers significantly propel market growth by pushing innovation and volume demand in EV thermal technologies.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to massive EV production, growing environmental concerns, and strong government policies, particularly in China, Japan, and South Korea. The region benefits from a robust supply chain, cost-effective manufacturing, and the presence of major battery manufacturers. Increasing urbanization and government subsidies for electric mobility enhance market demand. Innovative thermal management solutions are being developed to address hot climates and energy efficiency. Expansion of local automakers and exports is further propelling the regional market growth.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR by rising EV adoption, stringent emission regulations, and advancements in battery technology. Major automakers are integrating sophisticated cooling systems to boost vehicle performance and battery longevity. Government incentives and investment in EV infrastructure further support growth. The U.S. leads the region with high R&D spending and collaborations between tech companies and automotive OEMs. Demand for efficient HVAC and battery cooling modules is accelerating as range, safety, and thermal comfort become key priorities.
Key players in the market
Some of the key players profiled in the Electric Vehicle (Ev) Thermal System Market include Denso Corporation, Valeo SA, MAHLE GmbH, Hanon Systems, BorgWarner Inc., Robert Bosch GmbH, Gentherm Inc., Dana Incorporated, LG Chem Ltd., Continental AG, Modine Manufacturing Company, VOSS Automotive GmbH, Calsonic Kansei Corporation, Eberspacher Group, Sanden Holdings Corporation, Delphi Technologies, Johnson Electric Holdings Limited and Schaeffler AG.
In October 2024, Valeo introduced the Smart Heat Pump Dual, a compact module integrating both refrigerant and coolant loops. This all-in-one solution aims to optimize energy efficiency and cabin comfort in EVs, potentially extending driving range by up to 30% in winter conditions.
In February 2024, DENSO partnered with Betterfrost and the Ontario Vehicle Innovation Network (OVIN) to develop a low-energy defrost and defog system for EVs. This technology aims to use 20 times less energy than current solutions, enhancing energy efficiency and extending EV range in extreme weather conditions.
In January 2024, Valeo and Teledyne FLIR entered into a strategic collaboration to integrate thermal imaging technology into automotive safety systems. This partnership aims to enhance night vision capabilities in advanced driver-assist systems (ADAS), improving safety for both passenger and commercial vehicles.