전기자동차용 컴프레서 시장 예측(-2030년) : 구성요소별, 유형별, 용도별, 지역별 세계 분석

According to Stratistics MRC, the Global Electric Vehicle Compressor Market is accounted for $2.68 billion in 2024 and is expected to reach $7.49 billion by 2030 growing at a CAGR of 18.7% during the forecast period. An Electric Vehicle (EV) compressor is a critical component in an EV's thermal management system, responsible for cooling the cabin and ensuring optimal battery performance. Unlike traditional internal combustion engine vehicles, EV compressors are electrically driven, which allows for efficient operation independent of engine speed. This system uses electricity from the vehicle's battery to compress refrigerant, which is then circulated through the air conditioning system to cool the cabin. Additionally, EV compressors play a crucial role in managing the temperature of the battery pack, which is essential for maintaining battery efficiency, longevity, and safety.

According to U.S. Energy Information Administration (EIA), the sales of hybrid, plug-in hybrid, and battery electric vehicles increased and accounted for 16% of the market share in USA.

Market Dynamics:

Driver:

Rising adoption of electric vehicles

The rising adoption of electric vehicles (EVs) is driving significant advancements in electric vehicle compressors, which are crucial for the efficiency and performance of EVs. Unlike traditional internal combustion engines, EVs require electric compressors for climate control and battery thermal management systems. As more consumers and industries embrace EVs, the demand for efficient, lightweight, and reliable compressors has surged. These compressors help maintain optimal battery temperatures, which is critical for maximizing range and battery life. Additionally, they contribute to cabin comfort by providing effective cooling and heating, essential for electric vehicles, which lack the residual engine heat used by conventional vehicles.

Restraint:

Raw material shortages

Raw material shortages are significantly impacting the production of electric vehicle (EV) compressors, a crucial component in EVs that manages thermal management systems. These compressors rely on specific materials like rare earth metals, aluminum, and semiconductors, which are in short supply due to a combination of factors. Global supply chain disruptions, geopolitical tensions, and increased demand from various industries have exacerbated the scarcity of these materials. As a result, manufacturers face challenges in sourcing enough raw materials, leading to production delays and increased costs. This shortage not only hampers the timely manufacturing of EV compressors but also threatens the broader EV supply chain, potentially slowing the adoption of electric vehicles.

Opportunity:

Growth in charging infrastructure

As charging stations become more widespread and faster, EV compressors can operate more effectively by maintaining optimal battery and motor temperatures during rapid charging sessions. This is vital as faster charging generates more heat, necessitating robust thermal management. Improved charging infrastructure also facilitates longer journeys and more extensive use of EVs, increasing the demand for durable and efficient compressors that can handle the stress of prolonged operation. Additionally, advanced charging networks encourage the adoption of high-performance EVs, which require more sophisticated compressors to support their enhanced power needs.

Threat:

Regulatory and environmental challenges

Regulatory and environmental challenges significantly hinder the development and adoption of Electric Vehicle (EV) compressors. Stricter emissions regulations demand that these compressors meet increasingly stringent efficiency and environmental standards, leading to higher development costs and complexities in design. The push for eco-friendly refrigerants, which have lower global warming potential, poses a challenge as these alternatives often require more advanced and costly materials. Regulations vary across regions, complicating the global standardization of EV compressors and increasing compliance costs.

Covid-19 Impact:

The COVID-19 pandemic significantly impacted the electric vehicle (EV) compressor market due to disruptions in global supply chains and manufacturing. Lockdowns and restrictions led to factory closures and delays in production, causing a shortage of key components, including EV compressors. This shortage affected the production schedules of electric vehicles, leading to delayed deliveries and increased costs. The economic uncertainty during the pandemic caused a dip in consumer demand for electric vehicles, further straining the market.

The Oil Separator segment is expected to be the largest during the forecast period

Oil Separator segment is expected to be the largest during the forecast period. In EV compressors, which are pivotal for the climate control systems of electric vehicles, the Oil Separator ensures that the compressor operates smoothly by removing oil from the refrigerant before it re-enters the system. This separation is vital as it prevents oil contamination, which can lead to inefficiencies, increased wear, and potential damage to the compressor. By effectively removing oil, the Oil Separator helps maintain optimal compressor performance, reduces energy consumption, and extends the lifespan of the compressor.

The Air Conditioning segment is expected to have the highest CAGR during the forecast period

Air Conditioning segment is expected to have the highest CAGR during the forecast period. As EVs become more prevalent, there's a growing need for sophisticated air conditioning systems that can efficiently manage cabin temperature without compromising the vehicle's battery life. Modern EV compressors are designed to be more compact and energy-efficient, using advanced technologies such as variable displacement and electric drive motors. These innovations allow the compressors to adjust cooling power in real-time based on the vehicle's needs, thereby optimizing energy consumption.

Region with largest share:

North America region commanded the largest share of the market over the extrapolated period of time. As automakers and consumers alike prioritize reducing energy consumption and maximizing performance, the demand for advanced EV compressors has surged. These components, crucial for managing the air conditioning and cooling systems in electric vehicles, are pivotal in enhancing overall vehicle efficiency. North America's automotive industry, driven by stringent emissions regulations and a growing shift towards sustainable transportation, is investing heavily in innovative compressor technologies across the region. This investment is fostering the development of high-performance, energy-efficient compressors that align with the region's environmental goals.

Region with highest CAGR:

Europe region is estimated to witness profitable growth during the projected period. European policies, such as the European Union's Green Deal and the Fit for 55 package, aim to reduce carbon emissions and promote the adoption of electric vehicles. These regulations drive demand for advanced EV components, including compressors, which are essential for maintaining optimal performance and efficiency in electric drivetrains. Additionally, substantial subsidies and tax breaks for manufacturers and consumers further accelerate regional growth. By enforcing these regulations, Europe not only encourages technological innovation and sustainability in the automotive sector but also positions itself as a leader in the global shift towards greener transportation solutions.

Key players in the market

Some of the key players in Electric Vehicle Compressor market include BorgWarner Inc., Brose Fahrzeugteile GmbH & Co. Kg, Continental AG, Denso Corporation, Hanon Systems, HELLA GmbH & Co. KGaA, MAHLE GmbH, Marelli Corporation, Toyota Industries Corporation, Robert Bosch GmbH and Sanden Corporation.

Key Developments:

In September 2023, Denso Corporation announced that it has developed Everycool, an advanced cooling system for commercial vehicles. The product features an electric compressor specially developed for heat exchange operations.

In July 2022, Toyota Industries Corporation announced expansion of its manufacturing units at various locations. It will increase the capacity of the machining line of its Higashiura Plant and its Chinese subsidiary TACK 1, and construct a 10-million-unit global production capacity.

In March 2022, Mahle GmbH announced expansion of its aftermarket product portfolio including compressors and indirect air conditioning condensers. The company aims at easier availability of products for workshops operating in maintenance of thermal management systems in hybrid and electric vehicles.

Components Covered:

• Inverter
• Motor
• Oil Separator

Types Covered:

• Screw Compressors
• Scroll Compressors
• Wobble Compressors
• Air E-compressor

Applications Covered:

• Air Conditioning
• Battery Cooling
• Vehicle Electronics Cooling
• Other Applications

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Electric Vehicle Compressor Market, By Component

• 5.1 Introduction
• 5.2 Inverter
• 5.3 Motor
• 5.4 Oil Separator

6 Global Electric Vehicle Compressor Market, By Type

• 6.1 Introduction
• 6.2 Screw Compressors
• 6.3 Scroll Compressors
• 6.4 Wobble Compressors
• 6.5 Air E-compressor

7 Global Electric Vehicle Compressor Market, By Application

• 7.1 Introduction
• 7.2 Air Conditioning
• 7.3 Battery Cooling
• 7.4 Vehicle Electronics Cooling
• 7.5 Other Applications

8 Global Electric Vehicle Compressor Market, By Geography

• 8.1 Introduction
• 8.2 North America
  • 8.2.1 US
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 Italy
  • 8.3.4 France
  • 8.3.5 Spain
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 Japan
  • 8.4.2 China
  • 8.4.3 India
  • 8.4.4 Australia
  • 8.4.5 New Zealand
  • 8.4.6 South Korea
  • 8.4.7 Rest of Asia Pacific
• 8.5 South America
  • 8.5.1 Argentina
  • 8.5.2 Brazil
  • 8.5.3 Chile
  • 8.5.4 Rest of South America
• 8.6 Middle East & Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 UAE
  • 8.6.3 Qatar
  • 8.6.4 South Africa
  • 8.6.5 Rest of Middle East & Africa

9 Key Developments

• 9.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 9.2 Acquisitions & Mergers
• 9.3 New Product Launch
• 9.4 Expansions
• 9.5 Other Key Strategies

10 Company Profiling

• 10.1 BorgWarner Inc.
• 10.2 Brose Fahrzeugteile GmbH & Co. Kg
• 10.3 Continental AG
• 10.4 Denso Corporation
• 10.5 Hanon Systems
• 10.6 HELLA GmbH & Co. KGaA
• 10.7 MAHLE GmbH
• 10.8 Marelli Corporation
• 10.9 Toyota Industries Corporation
• 10.10 Robert Bosch GmbH
• 10.11 Sanden Corporation