New Energy Vehicle Thermal Management Systems Market Research Report, 2021
Electric vehicle thermal management system research: rapid iterative application of new technologies such as heat pump air conditioning and fourth generation refrigerant. The size of the Chinese new energy vehicle thermal management system market will exceed RMB 40 billion by 2025.
New York, November 04, 2021 (GLOBE NEWSWIRE) – Reportlinker.com announces the publication of the report “New Energy Vehicle Thermal Management Systems Market Research Report, 2021” – https://www.reportlinker.com/p06179281/?utm_source=GNW
Due to the low efficiency of the internal combustion engine and sufficient residual heat from the engine, the temperature management of traditional fuel vehicles mainly focuses on cooling and heat dissipation, with a relatively simple structure. On the other hand, the thermal management system of the new energy vehicle is more complex, comprising the refrigeration system, the heating system (PTC / heat pump), the thermal management system of the battery (air cooling / liquid cooling / direct cooling) and the cooling system controlled by an electric motor. (liquid cooling / independent heat exchange) and PHEV’s unique engine and gearbox cooling systems. Therefore, the value of a new energy vehicle is higher.
With the popularization of new energy vehicles, the automotive thermal management system has become complicated, with an increasingly complex structure and a higher level of integration. Upgrading independent modules to system engineering directly increases the cost of the automotive thermal management system from RMB 1600-2500 (traditional fuel models) to RMB 6000-7000 (new energy models). By 2025, 15 million new energy vehicles will be sold globally, so the Chinese market size for new energy vehicle thermal management systems is expected to reach RMB 40.1 billion, more than 40% on a global scale.
As new technologies evolve rapidly, the application of heat pump air conditioning system and fourth generation refrigerants like CO2 and R1234yf will accelerate.
(1) Heat pump air conditioners will be gradually integrated into the standard configuration of high-end new energy passenger cars
At present, there are two main air conditioning system solutions for battery electric vehicles: (1) Air conditioning system with cooling function only + PTC heating (Positive Temperature Coefficient); (2) Heat pump air conditioning system.
For new energy passenger cars, most manufacturers of home air conditioning systems use PTC air heaters for heating (PTC water heaters are usually available in plug-in hybrid vehicles), i.e. that the PTC is heated by consuming battery power, which has high power consumption. The heat pump air conditioning system adopts air as the heat source, and its heating and cooling share the same system. Thanks to heating, dehumidification and high energy efficiency ratio, it is the perfect solution for high energy consumption of new energy vehicle air conditioners and longer charging mileage of electric vehicles.
Today, more and more new energy vehicle manufacturers, including Nissan, Renault, BMW, Volkswagen, Audi, Toyota, Tesla, BYD, SAIC, GAC and Geely, have adopted pump air conditioning systems. heat.
(2) Fourth generation air conditioning refrigerants will become the main technical direction of automobile manufacturers in the future
With a long history, refrigerants are an indispensable part of the air conditioning system. As people’s awareness of environmental protection improves and requirements are proposed on the performance of air conditioning systems, refrigerants have undergone several updates since 1830:
1. The first generation of refrigerants mainly focus on handling. Main representatives: NH3, etc. ;
2. The second generation refrigerants are mainly characterized by safety and toxicity. Main representatives: R11, R12, etc. ;
3. Third generation refrigerants, mainly low ODP (Ozone Depletion Potential) refrigerants, pay attention to the destruction of the ozone layer. Main representatives: R22, R134a, etc. ;
4. Fourth generation refrigerants, such as zero ODP and low GWP (global warming potential) refrigerants, are beginning to be implicated in the issue of global warming. Main representatives: CO2, R1234yf, etc.
Automotive air conditioning refrigerants are being upgraded from the third generation to the fourth generation. The first generation refrigerants, mainly R11 and R12, seriously damage the ozone layer and cause a greenhouse effect. Now, R12 has been phased out and banned on new cars in China since 2002. With the constant advancement of environmental protection policies, replacement of R-134a is inevitable, but automakers have different opinions on it. ‘use of refrigerant, R-1234yf or CO2. , to replace it.
OEMs choose roadmaps and thermal management system architectures based on their own needs, providing ample development opportunities for domestic suppliers.
Compared to mature fuel vehicles, automakers continue to explore and redefine technological roadmaps and thermal management system system architectures for new energy vehicles. Large automakers have come up with their own solutions, in particular Tesla and Volkswagen are the forerunners whose exploration in the thermal management system of new energy vehicles may indicate the future direction of the industry’s development.
Tesla’s thermal management system solutions have evolved into the fourth generation. From Model S to Model 3, then to Model Y, the architecture of Tesla’s thermal management system becomes more and more complex, with many more modes of operation. Volkswagen began to explore heat pump air conditioning technology earlier and has accumulated rich experience. However, due to the small size of new energy vehicles, its heat pump technology has not been widely promoted within the group. In the future, with the series production of models on the battery-electric MEB platform, Volkswagen’s sophisticated heat pump technology will significantly enhance its new energy products.
In the market for thermal management systems for traditional energy and new energy vehicles, traditional giants with foreign capital such as Denso, Valeo, Hanon, Mahle, etc. resources, while national counterparts provide system components.
With the popularization of new energy vehicles in China, domestic manufacturers, such as Yinlun Machinery and Sanhua Intelligent Controls, are rapidly taking over domestic new energy vehicle enterprises with rapid response, cost control and geographic advantages. , and have gained experience in mass production of thermal management. integrated systems. On April 18, 2021, Huawei launched TMS 2.0, an intelligent car thermal management solution, which will be mass-produced in 2022. Compared to TMS 1.0 installed on BAIC ARCFOX, it has a higher level of integration and it is improved in energy. efficiency, calibration efficiency and experience.
Domestic Tier 1 companies started with parts at an early stage, focusing on R&D and production of valves, pumps and pipelines. They broke the foreign monopoly, mastered the key technology of core components, entered the thermal management industry, approved the scale and products of key customers by linking foreign system integration customers, and accumulated experience. valuable in the integration of systems. On this basis, they are gradually turning into suppliers of automotive thermal management solutions, offering more types of products to domestic OEMs.
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