열 간극 충전재 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the thermal gap fillers market size was valued at USD 2.75 billion in 2025 and is estimated to grow from USD 2.97 billion in 2026 to reach USD 4.37 billion by 2031, at a CAGR of 8.04% during the forecast period (2026-2031).

Global Thermal Gap Fillers Market Trends and Insights

EV Battery and Power-Electronics Thermal Load Growth

The thermal gap fillers market gains from the move from modular electric vehicle battery packs to cell-to-pack and cell-to-chassis designs. In a modular battery pack, the material fills gaps between cell groups and a module-level cooling plate, creating several smaller interfaces. In cell-to-pack designs, it bridges the cell array directly to the chassis cooling structure, which requires greater dispensing volumes and more uniform bondlines across complex surfaces. This layout also reduces the tolerance for weak coverage because uneven interfaces can produce localized temperature differences across the battery pack. Battery enclosures also need materials that transfer heat and help contain thermal runaway, which raises formulation requirements beyond standard gap filler chemistry. In May 2026, Henkel AG & Co. KGaA launched Bergquist TGF 2030APS, a silicone-free two-component gap filler with 1.7 W/(m*K) conductivity and dispensing rates above 40 cm3/s for cell-to-pack battery assembly. Inverters, on-board chargers, and direct-current-to-direct-current converters using silicon carbide and gallium nitride devices also require materials rated at 4-6+ W/(m*K) to sustain rated power during continuous load cycles and avoid excessive junction temperatures.

AI Data Centers and High-Performance Computing Power Density

The thermal gap fillers market is affected by artificial intelligence server racks increasing in power density faster than conventional qualification cycles can accommodate. This favors suppliers with prequalified formulations that offer high thermal conductivity, repeatable dispensing behavior, and resistance to pump-out during frequent thermal cycling. NVIDIA introduced liquid cooling for artificial intelligence factories, with coolant operating at up to 45 °C, shifting the critical interface toward the chip-to-cold-plate contact. Artificial intelligence accelerator hotspots can operate 10-30 °C above nearby package temperatures, while future processors can have die-level heat flux from 1-2 W/mm2 and local hotspots above 2-3 W/mm2. These conditions create narrower thermal resistance budgets for materials used around processors, cold plates, optical modules, and related supporting hardware. In October 2025, Henkel AG & Co. KGaA commercialized Loctite TCF 14001, a two-part silicone liquid gap filler with 14.5 W/(m*K) thermal conductivity for 800G and 1.6T optical transceivers in artificial intelligence data center infrastructure. Direct-to-chip liquid cooling redirects demand toward tightly controlled chip-to-cold-plate interfaces, where defects can limit sustained computing performance and increase the cost of qualification failures.

High-Conductivity Filler and Specialty-Polymer Cost Volatility

The thermal gap fillers market faces cost pressure because premium products with 4-10+ W/(m*K) conductivity use high-purity hexagonal boron nitride, aluminum nitride, and synthetic graphite. These fillers cost 5x-10x more than conventional alumina or silica fillers used in standard products. Cell-to-pack battery designs can require gap filler coverage across 2-3 m2 per vehicle platform, which increases cost exposure for battery manufacturers and creates pressure to consider lower-conductivity alternatives. The effect is especially material in automotive programs, where bill-of-material discipline is a central operating measure. Fluorinated and polyurethane carrier systems add another layer of volatility because their feedstocks respond to energy costs and trade policy affecting concentrated Asian and Middle Eastern supply chains. Research published by the Royal Society of Chemistry reported an 89% yield for surfactant-assisted liquid exfoliation of hexagonal boron nitride nanosheets and thermal conductivity gains of up to 73% in silicone oil matrices. These costs limit the use of conductivity above 6 W/(m*K) mainly to automotive original equipment manufacturers, data center operators, and defense electronics programs where the cost of thermal failure is greater than the material premium.

Other drivers and restraints analyzed in the detailed report include:

1. 5G Radio and Telecom Infrastructure Heat Dissipation
2. Electronics Miniaturization and High Component Density
3. Qualification Cycles and Process-Window Risk

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Silicone type held 58.47% of global revenue in 2025. The thermal gap fillers market size for silicone type was supported by automotive, industrial, and computing uses because of long thermal-cycling histories, original equipment manufacturer approvals, and process validation records, making switching difficult. Its operating range from -40 °C to 150 °C, compatibility with robotic dispensing above 40 cm3/s, and broad substrate adhesion support its continued use. In July 2026, Henkel AG & Co. KGaA launched Bergquist Gap Filler TGF 6500LVO, a low-volatile silicone product with 6.5 W/(m*K) conductivity for advanced driver-assistance systems, electronic control units, and on-board charger assembly lines. The formulation does not contain D4, D5, or D6 siloxanes.

Non-silicone type is projected to advance at a 9.23% CAGR through 2031. It is used in autonomous vehicle cameras, advanced driver-assistance systems, radar, precision medical instruments, and optical electronics, where siloxane migration can affect adhesive bonds, lenses, and radio-frequency circuit junctions. In March 2025, Henkel AG & Co. KGaA launched Bergquist Liqui Form TLF 6500 CGel-SF, a one-part silicone-free curable gel with 6.5 W/(m*K) conductivity. Restrictions under the European Union Registration, Evaluation, Authorization and Restriction of Chemicals (REACH) framework for D4, D5, and D6 cyclic siloxanes are accelerating reformulation for European programs. Other material types, including phase-change materials and graphite-based pads, support energy-storage systems where passive thermal buffering is important.

Complete Report Scope:

• By Material Type
  • Silicone Type
  • Non-Silicone Type
  • Other Material Types
• By End-User Industry
  • Electronics
  • Automotive
  • Telecommunications
  • Industrial
  • Healthcare
  • Other End-User Industries
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • ASEAN Countries
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • NORDIC Countries
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

Asia-Pacific held 42.19% of global revenue in 2025 and is projected to advance at a 9.08% CAGR through 2031. The thermal gap fillers market share in Asia-Pacific was supported by China's electric vehicle powertrain output and electronics assembly activity. South Korea added demand through semiconductor packaging and high-bandwidth memory production, where stack-level interfaces create new application points below 1 mm. Japan's specialty silicone supply chain serves domestic automotive manufacturers and regional export markets. India and the Association of Southeast Asian Nations countries are gaining demand as electronics and electric vehicle assembly shift from higher-cost production locations.

The thermal gap fillers market in Asia-Pacific also benefits when material suppliers locate production near assembly hubs. Qualifying a product for one cell-to-pack battery platform can extend volumes across 3-5 vehicle model lines, which creates an incentive for local technical support. North America drives demand through the concentration of hyperscale artificial intelligence data center projects. It also supports electric vehicle qualification activity as manufacturers localize supply chains for domestic-content requirements. Regional material development and qualification capabilities serve electric vehicle, defense, and advanced computing programs at the same time.

Europe includes Germany, France, the United Kingdom, Italy, and the Nordic Countries as primary demand centers. Automotive manufacturers and Tier 1 suppliers in the region maintain demanding documentation requirements for thermal cycling, oil bleed, and volatile siloxane analysis. European Union restrictions on D4, D5, and D6 cyclic siloxanes favor low-volatile and compliant reformulations. South America remain a developing area, with demand linked to electric vehicle adoption and electronics manufacturing in Brazil and Argentina. The Middle-East and Africa demand is supported by fifth-generation network deployment and data center construction for sovereign artificial intelligence programs. These areas have a smaller base but are expected to gain momentum through 2031.

1. 3M
2. Boyd
3. Dow
4. DuPont
5. Electrolube
6. Elkem ASA
7. Fuji Polymer Industries Co., Ltd.
8. Henkel AG & Co. KGaA
9. Honeywell International Inc.
10. KCC Corporation
11. Momentive
12. PARKER HANNIFIN CORP
13. Rogers Corporation
14. Saint-Gobain
15. Shin-Etsu Chemical Co., Ltd.
16. Wacker Chemie AG

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 EV Battery and Power-Electronics Thermal Load Growth
  • 4.2.2 AI Data Centers and High-Performance Computing Power Density
  • 4.2.3 5G Radio and Telecom Infrastructure Heat Dissipation
  • 4.2.4 Electronics Miniaturization and High Component Density
  • 4.2.5 Automated Dispensing and Cure-in-Place Assembly Adoption
• 4.3 Market Restraints
  • 4.3.1 High-Conductivity Filler and Specialty-Polymer Cost Volatility
  • 4.3.2 Qualification Cycles and Process-Window Risk
  • 4.3.3 Silicone Outgassing, Oil Bleed, and Contamination Concerns
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Material Type
  • 5.1.1 Silicone Type
  • 5.1.2 Non-Silicone Type
  • 5.1.3 Other Material Types
• 5.2 By End-User Industry
  • 5.2.1 Electronics
  • 5.2.2 Automotive
  • 5.2.3 Telecommunications
  • 5.2.4 Industrial
  • 5.2.5 Healthcare
  • 5.2.6 Other End-User Industries
• 5.3 By Geography
  • 5.3.1 Asia-Pacific
    • 5.3.1.1 China
    • 5.3.1.2 India
    • 5.3.1.3 Japan
    • 5.3.1.4 South Korea
    • 5.3.1.5 ASEAN Countries
    • 5.3.1.6 Rest of Asia-Pacific
  • 5.3.2 North America
    • 5.3.2.1 United States
    • 5.3.2.2 Canada
    • 5.3.2.3 Mexico
  • 5.3.3 Europe
    • 5.3.3.1 Germany
    • 5.3.3.2 United Kingdom
    • 5.3.3.3 France
    • 5.3.3.4 Italy
    • 5.3.3.5 NORDIC Countries
    • 5.3.3.6 Rest of Europe
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Rest of South America
  • 5.3.5 Middle-East and Africa
    • 5.3.5.1 Saudi Arabia
    • 5.3.5.2 South Africa
    • 5.3.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)/Ranking Analysis
• 6.4 Company Profiles (includes Global Overview, Market Overview, Core Segments, Financials as available, Strategic Information, Products and Services, and Recent Developments)
  • 6.4.1 3M
  • 6.4.2 Boyd
  • 6.4.3 Dow
  • 6.4.4 DuPont
  • 6.4.5 Electrolube
  • 6.4.6 Elkem ASA
  • 6.4.7 Fuji Polymer Industries Co., Ltd.
  • 6.4.8 Henkel AG & Co. KGaA
  • 6.4.9 Honeywell International Inc.
  • 6.4.10 KCC Corporation
  • 6.4.11 Momentive
  • 6.4.12 PARKER HANNIFIN CORP
  • 6.4.13 Rogers Corporation
  • 6.4.14 Saint-Gobain
  • 6.4.15 Shin-Etsu Chemical Co., Ltd.
  • 6.4.16 Wacker Chemie AG

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment