自動車用熱システムのインド市場の評価：車両タイプ別、推進力別、用途別、地域別、機会、予測（2019年度～2033年度）

インドの自動車用熱システムの市場規模は、2025年度の27億2,000万米ドルから2033年度に49億6,000万米ドルに達すると予測され、2026年度～2033年度の予測期間にCAGRで7.77%の成長が見込まれます。インドの自動車用熱システム産業は、規制基準の変化と消費者の選択の変化によって力強い成長を示しています。厳しい排出ガス・燃費規制により、自動車メーカーは車内の快適性とパワートレインの効率を最適化する先進の熱管理システムを取り入れています。eモビリティへの急速な動向は、独自の熱制御システムや最先端のヒートポンプソリューションへの新たな需要を促進しています。

持続可能なモビリティを奨励する公共政策構想も、効率的な熱ソリューションの技術革新に拍車をかけています。自動車メーカーは、より優れた性能と低エネルギー消費を実現するシステムアーキテクチャの軽量化に注力しています。高級車のインテリジェント空調オプションは、ゾーン温度制御/空気質管理システムの利用を促進しています。

北インドの一流の自動車生産拠点は、発達したサプライヤーの基盤に支えられ、熱システム統合のマーケットリーダーであり続けています。複数のパワートレイン構成をサポートする車両アーキテクチャの進化に伴い、熱システム管理は、従来のプラットフォームと電気プラットフォームを最適に運用するための重要なイネーブラーになりつつあります。さらに、メーカーはパワートレインの冷却需要だけでなく、車室内の空調需要も満たす統合ソリューションを開発しています。このような熱システム管理への理解が、すべての車両クラスを通じて、システム効率と機能性の革新を後押ししています。コネクテッド機能への注目の高まりは、熱システムをより大規模な車両のエネルギー管理アーキテクチャのスマートな要素として再形成しています。

例えば2022年6月、Behr-Hella Thermocontrol GmbH（BHTC）は、インドの成長が今後5年間で同社のグローバル事業を2倍上回ると予測しています。同社は、インドを重要なEV調達拠点と位置づけながら、活況を呈する現地市場を活用することを目指しています。このため、同社はプネーに施設を立ち上げ、熱管理システムの国内需要の拡大に対応しています。

当レポートでは、世界の自動車用熱システム市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢などを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 米国関税の影響

第4章 エグゼクティブサマリー

第5章 顧客の声

• 回答者の人口統計
• ブランド認知度
• 購入決定において考慮される要素
• アンメットニーズ

第6章 インドの自動車用熱システム市場の見通し（2019年度～2033年度）

• 市場規模の分析と予測
  • 金額
• 市場シェアの分析と予測
  • 車両タイプ別
    • 乗用車
    • 商用車
  • 推進力別
    • 内燃機関
    • バッテリー電気自動車
  • 用途別
    • 空調
    • パワートレイン冷却
    • バッテリー熱管理システム
    • その他
  • 地域別
    • 北部
    • 西部・中部
    • 南部
    • 東部
  • 市場シェア分析：企業別（上位5社とその他、2025年度）（金額）
• 市場マップ分析（2025年度）
  • 車両タイプ別
  • 推進力別
  • 用途別
  • 地域別

第7章 需給分析

第8章 ポーターのファイブフォース分析

第9章 PESTLE分析

第10章 市場力学

• 市場促進要因
• 市場の課題

第11章 市場動向と発展

第12章 政策と規制情勢

第13章 ケーススタディ

第14章 競合情勢

• マーケットリーダー上位5社の競合マトリクス
• 上位5社のSWOT分析
• 主要企業上位10社の情勢
  • Hanon Automotive Systems India Private limited
  • Valeo India Private Limited
  • Mahle Anand Thermal Systems Private limited
  • Subros Limited
  • Denso India Private Limited
  • Sanden Vikas (India) Private Limited
  • Keihin Automotive Systems India Private limited
  • Tata Autocomp Systems Limited
  • Maruyasu Industries India Private limited
  • Modine Thermal Systems Private Limited

第15章 戦略的提言

第16章 調査会社について・免責事項

List of Tables

• Table 1. Competition Matrix of Top 5 Market Leaders
• Table 2. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 3. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. India Automotive Thermal System Market, By Value, In USD Billion, FY2019-FY2033F
• Figure 2. India Automotive Thermal System Market Share (%), By Vehicle Type, FY2019-FY2033F
• Figure 3. India Automotive Thermal System Market Share (%), By Propulsion, FY2019-FY2033F
• Figure 4. India Automotive Thermal System Market Share (%), By Application, FY2019-FY2033F
• Figure 5. India Automotive Thermal System Market Share (%), By Region, FY2019-FY2033F
• Figure 6. By Vehicle Type Map-Market Size (USD Billion) & Growth Rate (%), FY2025
• Figure 7. By Propulsion Map-Market Size (USD Billion) & Growth Rate (%), FY2025
• Figure 8. By Application Map-Market Size (USD Billion) & Growth Rate (%), FY2025
• Figure 9. By Region Map-Market Size (USD Billion) & Growth Rate (%), FY2025

India automotive thermal system market is projected to witness a CAGR of 7.77% during the forecast period FY2026-FY2033, growing from USD 2.72 billion in FY2025 to USD 4.96 billion in FY2033F. The Indian automobile thermal system industry is seeing strong growth, prompted by changing regulatory standards and altering consumer choices. Tight emission and fuel efficiency norms are leading auto manufacturers to take up advanced thermal management systems that optimize both cabin comfort and powertrain efficiency. The surging trend towards e-mobility is driving fresh demand for proprietary thermal control systems and state-of-the-art heat pump solutions.

Public policy initiatives encouraging sustainable mobility are also fueling innovation for efficient thermal solutions. Car manufacturers are focusing on minimizing weight in system architectures that provide better performance and lower energy use. Intelligent climate control options with premium vehicles are driving the usage of zonal temperature control and air quality management systems.

North India's well-established automotive production center remains the market leader in thermal system integration, backed by a developed supplier base. With evolving vehicle architectures to support multiple powertrain configurations, thermal system management is increasingly becoming a key enabler for optimal operation across traditional and electric platforms. In addition, the manufacturers are developing integrated solutions that meet powertrain cooling demand as well as cabin climate control demands. Such an understanding of thermal system management pushes innovations in system efficiency and functionality throughout all vehicle classes. The increased focus on connected features is yet again reshaping thermal systems as smart elements of larger vehicle energy management architectures.

For instance, in June 2022, Behr-Hella Thermocontrol GmbH (BHTC) projects India's growth to outpace its global operations by double in the next five years. The firm aims to leverage the booming local market while positioning India as a key EV sourcing hub. Because of this, the company set up a facility in Pune to cater to the growing demand in the country for thermal management systems.

Growing SUV Segment Bolsters the Demand

The growing popularity of SUVs in India is introducing unprecedented demand for advanced thermal management solutions. These cars need robust cooling systems to cater to bigger engines and provide optimal in-cabin comfort across three rows of seats. Automakers are creating high-capacity HVAC systems with multi-zone climate control to solve the segment's specific thermal challenges. Premium SUVs are inducing high-end features such as ventilated seats and humidity sensing into mainstream adoption. The growth of the segment is driving thermal system upgrades, such as improved radiator designs and smart airflow management. SUVs now account for a significant market share of all passenger vehicle sales, automakers are collaborating with suppliers to develop SUV-specific thermal architectures. These systems optimize performance and efficiency across both conventional and hybrid models, meeting the unique demands of this dominant segment.

For instance, in March 2024, Norma Group secured a major contract to supply lightweight cooling systems for an Indian electric SUV maker. The deal, spanning 2024-2030, aims to equip 700,000 EVs with its efficient, tailor-made fluid systems, boosting performance while reducing weight.

Innovation Bolsters the Market Demand

Next-generation thermal technologies are transforming India's automotive industry. Battery thermal management systems (BTMS) for electric vehicles now feature liquid cooling and phase-change materials to enhance lithium-ion performance. Internal combustion engine vehicles are embracing intelligent thermal valves that adjust coolant flow dynamically, enhancing fuel efficiency. Startups are planning to launch AI-based climate control that learns the driver's preference, while OEMs are testing CO2-based heat pumps for zero-emission heating. Lightweight aluminum heat exchangers and graphene-infused thermal interface materials are cutting system weight. They solve key industry challenges: increasing the EV range, complying with CAFE requirements, and improving passenger comfort. The intersection of material science and IoT is making thermal systems that play a proactive role in vehicle energy management solutions.

For instance, in December 2024, Hyundai Mobis developed a breakthrough Pulsating Heat Pipe (PHP) cooling system for EV batteries, using aluminum alloy and refrigerant to combat overheating during ultra-fast charging. Positioned between cells, the PHP enhances heat dissipation, slashing charging times while boosting reliability, marking a hike in thermal management tech.

Passenger Cars Lead Market Growth

Passenger cars hold the largest market share in India automotive thermal system market, driven by mass-market sedans and hatchbacks. Companies for passenger cars exemplify the trend toward dual-zone automatic climate control even in mid-tier models. The segment benefits from cost-optimized solutions like compact condensers and scroll compressors that balance affordability with performance. Premium passenger cars are pushing boundaries with infrared cabin sensors and nano-filter air purification. With most Indian buyers of cars emphasizing AC performance, manufacturers are making features such as rear vents mainstream across segments. The use of turbo engines in small cars (e.g., Tata Altroz Turbo) further requires sophisticated intercooler systems. This predominance demonstrates the importance of thermal comfort under India's tropical and urban driving conditions.

For instance, in 2023, India operations generated 451.56 million dollars in revenue for Mahle GmbH in 2022 and expanded their operations to supply thermal management solutions.

In India, Mahle GmbH has established 13 factories, employed 4,500 people, and considers the country an important market globally. Mahle has been reorienting itself considering the transformation in the automotive industry. Electrification and thermal management, as well as components for high-efficiency green internal combustion engines, have been at the core of the corporate strategy, Mahle 2030+.

North India Dominates the Market

North India has emerged as a prime location for the creation of sophisticated thermal systems, due to its harsh climate and robust automotive infrastructure. From freezing winters to blistering summers, the region requires solutions that can heat or cool cabins rapidly while retaining efficiency. Large production centers manufacture thermal systems in low-cost, high-volume production, complementing best-selling mass-market vehicles. Also, increasing electric vehicle programs are drawing new investments in battery thermal management, keeping the region ahead of the curve. This blend of testing facilities and supply chain efficiency makes it a critical hub for thermal technology, both serving domestic and foreign markets.

For instance, in January 2025, JBM Auto Ltd unveiled four new electric vehicles at the Bharat Mobility Global Expo 2025, New Delhi, including the luxury 'Galaxy' bus, intercity 'Xpress', e-ambulance 'e-MediLife', and airport coach 'e-SkyLife'. Featuring modular battery packs and ultra-fast charging with advanced thermal management, these models optimize efficiency for diverse routes and demanding operations.

Impact of the U.S. Tariff on India Automotive Thermal System Market

A 25% U.S. tariff on automotive HVAC components could raise import costs for Indian EV startups relying on advanced heat pumps. Domestic manufacturers may gain a cost advantage in ICE thermal systems. However, Tier-1 suppliers importing ECU-controlled valves face margin pressures. The tariffs could accelerate the localization of critical subsystems. Long-term impacts include tighter OEM-supplier integration for tariff circumvention and increased R&D in indigenous alternatives to Honeywell refrigerants. Tariffs will likely not have as immediate an impact on India's auto component industry, but there are second-order effects that can seep into the industry. Tariffs may disrupt supply chains and raise costs for U.S. based OEMs, who would then likely consider changing their sourcing strategy away from the Indian manufacturers who supply them.

Key Players Landscape and Outlook

The market features specialists competing with domestic leaders through technological differentiation. Competition centers on EV thermal solutions, including battery cooling and heat pump systems. OEM-aligned suppliers dominate integrated thermal architectures, while component specialists focus on aftermarket innovations. Emerging differentiators include smart climate algorithms and lightweight material applications. Regional players leverage cost advantages in conventional systems, while multinationals lead the premium and EV segments. Startups are disrupting with AI-driven predictive thermal management solutions as competition intensifies under CAFE norms.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Impact of U.S. Tariffs

4. Executive Summary

5. Voice of Customers

• 5.1. Respondent Demographics
• 5.2. Brand Awareness
• 5.3. Factors Considered in Purchase Decisions
• 5.4. Unmet Needs

6. India Automotive Thermal System Market Outlook, FY2019-FY2033F

• 6.1. Market Size Analysis & Forecast
  • 6.1.1. By Value
• 6.2. Market Share Analysis & Forecast
  • 6.2.1. By Vehicle Type
    • 6.2.1.1. Passenger Car
    • 6.2.1.2. Commercial Vehicles
  • 6.2.2. By Propulsion
    • 6.2.2.1. Internal Combustion Engine
    • 6.2.2.2. Battery Electric Vehicle
  • 6.2.3. By Application
    • 6.2.3.1. HVAC
    • 6.2.3.2. Powertrain Cooling
    • 6.2.3.3. Battery Thermal Management System
    • 6.2.3.4. Others
  • 6.2.4. By Region
    • 6.2.4.1. North
    • 6.2.4.2. West and Central
    • 6.2.4.3. South
    • 6.2.4.4. East
  • 6.2.5. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2025)
• 6.3. Market Map Analysis, FY2025
  • 6.3.1. By Vehicle Type
  • 6.3.2. By Propulsion
  • 6.3.3. By Application
  • 6.3.4. By Region

7. Demand Supply Analysis

8. Porter's Five Forces Analysis

9. PESTLE Analysis

10. Market Dynamics

• 10.1. Market Drivers
• 10.2. Market Challenges

11. Market Trends and Developments

12. Policy and Regulatory Landscape

13. Case Studies

14. Competitive Landscape

• 14.1. Competition Matrix of Top 5 Market Leaders
• 14.2. SWOT Analysis for Top 5 Players
• 14.3. Key Players Landscape for Top 10 Market Players
  • 14.3.1. Hanon Automotive Systems India Private limited
    • 14.3.1.1. Company Details
    • 14.3.1.2. Key Management Personnel
    • 14.3.1.3. Key Products Offered
    • 14.3.1.4. Key Financials (As Reported)
    • 14.3.1.5. Key Market Focus and Geographical Presence
    • 14.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 14.3.2. Valeo India Private Limited
  • 14.3.3. Mahle Anand Thermal Systems Private limited
  • 14.3.4. Subros Limited
  • 14.3.5. Denso India Private Limited
  • 14.3.6. Sanden Vikas (India) Private Limited
  • 14.3.7. Keihin Automotive Systems India Private limited
  • 14.3.8. Tata Autocomp Systems Limited
  • 14.3.9. Maruyasu Industries India Private limited
  • 14.3.10. Modine Thermal Systems Private Limited

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

15. Strategic Recommendations

16. About Us and Disclaimer