Report Inquiry - Staying Competitive with Chinese Plug-in ...

23 Dec.,2024

 

Report Inquiry - Staying Competitive with Chinese Plug-in ...

Over the past five years EV development in China has shifted from lagging to leading. Chinese OEMs, in partnership with global and Chinese component suppliers, are applying design refinements at a rapid pace. Non-Chinese OEMs and suppliers must adapt or be left behind. Rapid iterations and high volume are driving costs lower while improving battery and thermal systems performance. The key intention of this report is to show the priorities and decisions being made by Chinese companies, and how non-Chinese OEMs and suppliers can compete.

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This report will cover technology as well as market developments. For example, battery and thermal system integration may be implemented rapidly in China as the development cost can be spread across higher volume. The number of system integrators, with a wide range of solutions, has expanded rapidly. Furthermore, Chinese suppliers are expanding their footprint into Eastern Europe, Mexico, and other regions to supply both Chinese and global automakers with the latest technologies. Chinese suppliers of battery and thermal components have become global technology leaders. This report highlights risks to western markets of both Chinese OEM and supplier entry.

Topics of this research include:

  • Market trends, projections, and market shares for key technologies.

  • Supply chain evolution in China and the rest of the world.

  • Strategies and competitiveness of OEMs, system, component, and material suppliers.

  • Changing battery pack integration for improved performance at lower cost.

  • Thermal system improvements for longer range and faster charging at lower cost.

  • Fluid control and conveyance developments and system integration.

  • Selected technology and market roadmaps in China and for Chinese companies in the rest of the world.

he scope of this report is focused on market and technical directions for battery pack and thermal systems of plug-in electric vehicles (BEVs, EREVs and PHEVs). ITB will quantify value improvement potential and compare the cost and value of different approaches. The report will examine sources of system and component value and how it is distributed across the value chain.

The ITB Group offers a dynamic two-pronged approach for highlighting analyses pertaining to Chinese EV and technology changes for batteries and thermal systems. Key elements of ITB's approach include:

Industry-Funded Report ' Focus on state-of-the-art vehicle thermal systems and new developments for global markets. Supply chain analysis includes summaries of leading companies involved in thermal systems, their market positioning and areas of expertise and innovation.

Q&A Session (optional) ' A question and answer session clarifies topics within the scope of the report. Report subscribers prepare a list of questions to be answered in a single two-hour web meeting review.


 

For questions or more information please contact Sean Osborne at

 

Thermal Management for Electric Vehicles -

Early trends in the market largely revolved around the adoption of active cooling for the battery pack, now this is the industry standard. However, batteries, motors, and power electronics in EVs continue to evolve with developments of cell-to-pack designs, directly oil-cooled motors, and silicon carbide power electronics being just a few of the key trends that will impact thermal management strategies. How this all interacts with the cabin thermal management is equally important with thermal architectures becoming more integrated and impending regulations impacting future refrigerant choices.

 

This report from IDTechEx analyses the EV market and the thermal management strategies adopted by OEMs and their suppliers, with a look to the future and how key EV technology trends will impact these methods for electric vehicle batteries, motors, power electronics, and cabin thermal management. This information is obtained from primary and secondary sources across the EV industry. The research also utilizes IDTechEx's extensive electric car database that consists of over 650 model variants with their sales figures for - plus technical specifications such as battery capacity, battery thermal strategy, motor power, motor cooling strategy, and many others. Market shares are given for existing thermal management strategies (air, oil, water, immersion) and fluids used (water-glycol, oil, immersion), for the battery, motor, and inverter in EVs along with market forecasts to .

 

Evolving Thermal Architecture and Coolants

How the thermal management of the drivetrain components and cabin all interact is critical. The market is moving to greater levels of integration, with heat pumps and integrated thermal management modules. Some OEMs are taking thermal management and components development in-house to improve overall system efficiency and shorten the supply chain. This report takes a look at examples of EV thermal architectures and some key market announcements for key thermal management components (high voltage coolant heaters, condensers, pumps, integrated modules, etc.). The report also gives an overview of the key tier 1 thermal system suppliers and their size.

 

A host of fluids including refrigerants, oils, and water-glycol are required for the operation of an EV. These fluids are evolving to meet new requirements in EVs such as lower electrical conductivity, copper corrosion performance, and other properties. Regulatory factors will impact refrigerants and the choice between R134a, Ryf, R744, and R290. This report provides an analysis of the coolant and refrigerant capacities in EVs with forecasts to for water-glycol, refrigerant, oils, and immersion fluids.

 

 

Active cooling with coolants is the industry standard for EV battery thermal management. Source: IDTechEx

 

Battery: cell-to-pack, thermal interface materials, fire protection, and immersion

For more information, please visit China battery thermal management system Supplier.

The move towards increasing energy density and reducing costs has led to cell-to-pack or cell-to-body/chassis designs. Cell-to-pack eliminates module housings, stacking the cells directly together. Designs from BYD, Tesla, CATL, and others have made it onto the road, with more expected. In this report, IDTechEx considers how this trend will impact thermal management.

 

One major change is the application of thermal interface materials (TIMs), pushing in favor of thermally conductive adhesives to make a structural connection rather than the typical gap filler seen in many existing designs. This report forecasts TIM demand for EV batteries to in terms of mass and revenue, segmented by gap pad, gap filler, and thermally conductive adhesive.

 

Many material suppliers are tailoring their materials to provide multiple functions, including fire protection. This enables fire protection to be included without severely impacting the energy density of the pack. These include inter-cell materials that provide compression, thermal insulation, and fire protection. This report gives an overview of the material options with a total forecast to . For a segmented material forecast and a deeper dive into fire protection, please see the Fire Protection Materials for EVs report by IDTechEx.

 

Immersion cooling is a topic that retains interest in the EV market with greater thermal homogeneity proposing benefits such as faster charging and increased safety. The technology is still at an early stage in terms of automotive commercialization but has seen greater traction in off-road markets. This report takes a deep dive into immersion cooling technology, with benchmarking of fluids and suppliers, market announcements and partnerships, and fluid volume forecasts for EVs in automotive, construction, agriculture, and mining markets.

 

Motors

For electric motors, the magnets used in the rotor and the windings used in the stator must be kept in an optimal operating temperature window to avoid damage or inefficient operation. Water-glycol used in a jacket around the motor has been the standard thermal management strategy for electric motors in EVs. However, recent years have seen much greater adoption of directly oil cooling the motor to provide better thermal performance, and in some cases, eliminate the cooling jacket, reducing the overall motor size. Oil cooling became the dominant form of cooling for EV motors in the first half of , but that's not to say that water-jackets are going away, they are often used in conjunction with oil cooling, and water-glycol coolant is typically used to remove heat from the oil and can be used to integrate with the vehicles thermal management strategy as a whole. IDTechEx provides forecasts from - for electric motors segmented by the use of air, oil, or water-glycol cooling.

 

Oil cooling has become the dominant motor thermal management strategy. Source: IDTechEx

 

Power Electronics

The adoption of SiC is the largest trend in the news for EV power electronics and with good justification. This has had an impact on the construction of power electronics packages. Developments are happening for TIMs, wire bonding, die-attach, and substrate materials, largely with the goal of improving package reliability. The report provides analysis of these trends and the drivers behind adoption.

 

Inverter IGBT or SiC MOSFET modules are mostly cooled using water-glycol. However, both single-side and double-sided cooling options are used, each with its own benefits. There has also been an increased interest in using oil to cool power electronics to eliminate much of the water-glycol componentry within the electric drive unit, using the same oil for the motors and inverter. Whilst there has not been adoption of this approach in the current market, IDTechEx sees promise for this approach and includes a 10-year forecast for EV inverters using air, water, or oil cooling.

 

 

Evolving power electronics design presents opportunities in several material components. Source: IDTechEx

 

Key Aspects

Analysis of thermal management for Li-ion batteries, electric traction motors, and power electronics:

  • OEM strategies
  • EV industry trends and the impact on thermal management
  • Trends in thermal management strategies, materials and fluids
  • Emerging alternatives
  • Fire protection materials
  • EV use-cases
  • Primary information from key players
  • Company profiles

 

10 Year Market Forecasts & Analysis:

  • BEVs with heat pumps: market share - and forecast to
  • EV refrigerant forecast (kg) -
  • EV oil forecast (L) -
  • EV water-glycol forecast (L) -
  • Air, liquid, refrigerant, and immersion-cooled BEVs and PHEVs (by kWh): regional market share - and forecast to
  • Immersion fluid forecast to for passenger cars, and construction, agriculture, and mining EVs
  • Thermal interface material forecast to (in tonnes and revenue) split by vehicle category, and gap pad/gap filler/thermally conductive adhesive

1, Fire protection materials forecast to by inter-cell and pack-level protection

2, Air, oil, and water cooled electric motors for cars in China, Europe, and the US for -.

3, Air, oil, and water cooled electric motors for cars forecast to .

4, Air, oil, and water cooled electric car inverters forecast to .

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