세계의 전기자동차 배터리 냉각 플레이트 시장 : 기회, 성장 촉진요인, 산업 동향 분석, 예측(2025-2034년)

The Global Electric Vehicle Battery Cooling Plate Market was valued at USD 2.5 billion in 2024 and is estimated to grow at a CAGR of 16.3% to reach USD 9.4 billion by 2034, driven by the accelerating shift toward electric mobility, stricter global emission regulations, government incentives supporting EV production, and aggressive decarbonization goals. As electric vehicle adoption becomes mainstream, the demand for highly efficient thermal management systems is surging. With EV batteries becoming more powerful and complex, maintaining optimal temperatures has become critical for performance, safety, and battery lifespan. Cooling plates, especially liquid-cooled systems, have emerged as essential components in battery packs to handle high thermal loads during fast charging and heavy usage.

As the EV ecosystem matures, thermal management solutions are no longer just optional add-ons but integral to achieving competitive vehicle range, battery durability, and consumer trust. Growing consumer awareness about EV safety, the rising popularity of long-range electric models, and the expansion of fast-charging networks worldwide are further pushing automakers and battery manufacturers to invest heavily in advanced cooling technologies. Additionally, the push for vehicle lightweighting and space optimization has led to innovations in compact, high-efficiency battery cooling designs, making them indispensable in next-gen EV platforms.

Governments across the world are playing a crucial role in advancing EV technologies, particularly in battery thermal management systems. By making substantial investments in research and development, countries are fueling innovations aimed at enhancing the performance, safety, and energy efficiency of EVs. Funding initiatives are frequently directed toward the development of advanced cooling systems like liquid-cooled battery plates, which help optimize battery health and extend driving range. Through financial incentives and subsidies for manufacturers and research institutions, governments are fast-tracking the development of more efficient cooling solutions essential for the rapid expansion of the EV market.

The electric vehicle battery cooling plate market is segmented by vehicle type into BEV, PHEV, and HEV. In 2024, BEVs accounted for a dominant 65% share and are expected to expand at a CAGR of 17.1% through 2034. Since BEVs rely entirely on electric batteries and lack internal combustion engines, they demand superior thermal management systems to ensure optimal performance and battery longevity. The surging growth of BEVs, supported by tightening emission regulations and increasing consumer interest, is driving significant demand for advanced cooling solutions.

By technology, the market is segmented into air cooling, liquid cooling, and PCM cooling. Liquid cooling captured a commanding 76% share in 2024 and is set to maintain dominance due to its superior ability to manage high thermal loads. Liquid-cooled systems offer better temperature control than air cooling, enabling faster charging and longer battery life, making them the preferred choice for long-range, high-performance EVs.

China led the global market in 2024 with a 68% share, generating around USD 840 million in revenue. Its leadership is fueled by robust EV manufacturing capabilities, strong battery production infrastructure, and proactive government policies promoting electric mobility.

Prominent players in the Global Electric Vehicle Battery Cooling Plate Market include Sanhua Group, Boyd, BorgWarner, Modine Manufacturing Company, Nippon Light Metal, Dana, Senior Flexonics, MAHLE, Sogefi Group, and Valeo. These companies are heavily investing in innovations around liquid cooling technologies, expanding product portfolios, collaborating with automakers, exploring eco-friendly materials, and forming partnerships with government bodies to strengthen their market presence and align with global sustainability trends.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Component manufacturers
  • 3.2.2 Battery manufacturers
  • 3.2.3 Raw material supplier
  • 3.2.4 Component supplier
  • 3.2.5 Aftermarket service provider
  • 3.2.6 Distributor
  • 3.2.7 End use
• 3.3 Impact of Trump administration tariffs
  • 3.3.1 Impact on trade
    • 3.3.1.1 Trade volume disruptions
    • 3.3.1.2 Retaliatory measures
  • 3.3.2 Impact on industry
    • 3.3.2.1 Supply-side impact (raw materials)
      • 3.3.2.1.1 Price volatility in key materials
      • 3.3.2.1.2 Supply chain restructuring
      • 3.3.2.1.3 Production cost implications
    • 3.3.2.2 Demand-side impact (selling price)
      • 3.3.2.2.1 Price transmission to end markets
      • 3.3.2.2.2 Market share dynamics
      • 3.3.2.2.3 Consumer response patterns
  • 3.3.3 Strategic industry responses
    • 3.3.3.1 Supply chain reconfiguration
    • 3.3.3.2 Pricing and product strategies
• 3.4 Profit margin analysis
• 3.5 Technology & innovation landscape
• 3.6 Patent analysis
• 3.7 Key news & initiatives
• 3.8 Regulatory landscape
• 3.9 Impact forces
  • 3.9.1 Growth drivers
    • 3.9.1.1 Rising adoption of electric vehicles
    • 3.9.1.2 Advancements in battery cooling technology
    • 3.9.1.3 Government incentives and policies
    • 3.9.1.4 Rising demand for fast charging
  • 3.9.2 Industry pitfalls & challenges
    • 3.9.2.1 High manufacturing cost
    • 3.9.2.2 Complex design integration
• 3.10 Growth potential analysis
• 3.11 Porter's analysis
• 3.12 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn, Units)

• 5.1 Key trends
• 5.2 BEV
• 5.3 PHEV
• 5.4 HEV

Chapter 6 Market Estimates & Forecast, By Technology, 2021 - 2034 ($Bn, Units)

• 6.1 Key trends
• 6.2 Liquid
• 6.3 Air
• 6.4 PCM

Chapter 7 Market Estimates & Forecast, By Material, 2021 - 2034 ($Bn, Units)

• 7.1 Key trends
• 7.2 Aluminium
• 7.3 Copper
• 7.4 Stainless steel

Chapter 8 Market Estimates & Forecast, By Sales Channel, 2021 - 2034 ($Bn, Units)

• 8.1 Key trends
• 8.2 OEM
• 8.3 Aftermarket

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
  • 9.3.7 Nordics
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 Saudi Arabia
  • 9.6.3 South Africa

Chapter 10 Company Profiles

• 10.1 Aavid Thermalloy
• 10.2 Alfa Laval
• 10.3 Boyd
• 10.4 BorgWarner
• 10.5 CapTherm Systems
• 10.6 Dana
• 10.7 Granges
• 10.8 Koolance
• 10.9 MAHLE
• 10.10 Modine Manufacturing Company
• 10.11 Nemak
• 10.12 Nippon Light Metal
• 10.13 Samsung SDI
• 10.14 Sanhua Holding Group
• 10.15 Senior Flexonics
• 10.16 SGL Carbon SE
• 10.17 Sogefi
• 10.18 Valeo
• 10.19 Zhejiang Yinlun Machinery