Development trend of electric compressors for automotive air conditioners
New energy vehicles are the general trend of the development of the automotive industry. After several years of market cultivation and development, China's new energy vehicle industry has made great progress, and its output and sales have grown rapidly in 2018. According to data from the China Automobile Association, in 2018, the production and sales of new energy vehicles in my country reached 1.27 million and 1.256 million respectively, a year-on-year increase of 59.9% and 61.7% respectively; among them, the production and sales of pure electric vehicles completed 986,000 and 984,000 respectively. vehicles, an increase of 47.9% and 50.8% year-on-year; the production and sales of plug-in hybrid electric vehicles were 283,000 and 271,000, an increase of 122% and 118% year-on-year.
Although the overall production and sales of automobiles declined in 2018, new energy vehicles grew against the trend, and the growth rate was relatively large. In terms of product structure, the sales of high-end vehicles such as commercial vehicles still maintained positive growth, and only the production and sales of small-displacement passenger vehicles declined, reflecting that the product structure of the automotive industry is gradually adjusting and will develop better and faster in the future.
In the field of automotive air conditioning, scroll compressors are called the third-generation compressors, and are gradually replacing traditional swash plate compressors and rotary compressors with their unique performance advantages, especially in the field of new energy vehicles.
New energy vehicles must use electric drive to automatically adjust the air conditioning system, and the electric scroll compressor is recognized by the global industry as the most ideal electric drive air conditioning compressor. With the rapid development of the new energy automobile industry, scroll compressors have broad prospects.
Overall Scale Analysis of Global Automotive Air Conditioning Electric Compressors
In 2020, the global automotive air conditioner electric compressor market size reached 859.84 million US dollars, and it is expected to reach 1094.90 million US dollars in 2027, with a compound annual growth rate (CAGR) of 3.00%.
At the regional level, the Chinese market has changed rapidly in the past few years. The market size in 2020 will be 278.07 million US dollars, accounting for about 32.34% of the global market. It is expected to reach 342.92 million US dollars in 2027, and the global share will reach 31.32%. .
From the perspective of product type and technology, automotive air-conditioning electric compressors mainly include below 25 cc/r, 25~40 cc/r, and above 40 cc/r; 25~40 cc/r automotive air-conditioning electric compressors are relatively popular applications A wide range of automotive air-conditioning electric compressor products. In 2020, the sales revenue of 25~40 cc/r automotive air-conditioning electric compressors is about 50.667 billion US dollars.
From the perspective of product market application, automotive air-conditioning electric compressors mainly include passenger cars and commercial vehicles. In 2020, passenger vehicles accounted for 72.71% of the total market.
At present, major global manufacturers include Denso, Sanden, Hanon, Aotecar, and Shanghai Highly, etc., and the share of major manufacturers will exceed 80% in 2020. It is expected that industry competition will become more intense in the next few years, especially in the Chinese market.
