Summy, an Electromechanical Engineer
The rapid popularization of new energy vehicles has brought unprecedented development opportunities for the ceramic industry. It is predicted that by 2025, China’s new energy passenger vehicle market sales will reach 12.7 million units, the market penetration rate will reach 50%, and by 2030, this number will increase to 18.3 million units, the penetration rate will increase to 60%. Under this trend, the demand for industrial ceramic parts for vehicles will also increase significantly.
New energy vehicle blowout, new energy vehicle blowout and precision advanced ceramic parts application
1. Alumina ceramic alumina (Al2O3) Ceramics will be one of the growth highlights. This advanced ceramic material is mainly concentrated in North America, Europe, Japan, China and other places worldwide, especially the Asian market represented by China, and the development speed exceeds the global average level. Alumina ceramics is widely used in automotive, electronics, mechanical, chemical, medical and other industries, among which the application in the automotive field accounts for 10.3%. One of the important applications of alumina ceramic is the high-power ceramic relay. This relay is the core component of the safe connection between the new energy vehicle power battery pack and the vehicle power system. It has the characteristics of fast action, small size, high arc extinguishing safety, high reliability and long life. In 2021, the market size of domestic high-power ceramic relays is about 5.08 billion yuan, and it is expected to reach 9.8 billion yuan by 2026. In addition, alumina ceramics are also used in power battery ceramic sealing ring, its high insulation, high strength, aging resistance, corrosion resistance characteristics, through metallization welding can provide excellent air tightness, high temperature resistance makes the service life and safety greatly improved. According to the prediction of industry experts, in 2021, the domestic market size of power battery ceramic sealing ring is about 72.6 billion yuan, and will increase to about 125 billion yuan by 2026. Alumina ceramics are used in capacitive pressure sensors due to their high elasticity, corrosion resistance, wear resistance and impact vibration resistance, as well as a wide working temperature range (-40℃ to 135℃) and accurate and stable measuring performance. These sensors play an important role in improving energy utilization and safety protection performance in automotive air-conditioning systems and engine systems. In 2020, the market size of the domestic capacitive pressure sensor will be 19 billion yuan, and it is expected to increase to about 31.1 billion yuan by 2026. High-power vehicle fuse is also an important application field of alumina ceramics. Because of its good explosion-proof performance, not easy to crack, the total flow of contact exceeds other types of fuse, and has good heat dissipation performance, suitable for the application of high current protection. In 2021, the domestic market size of high-power vehicle fuse will reach 750 million yuan, and it is expected to increase to about 1.1 billion yuan by 2026.
2. Silicon Nitride Ceramic silicon nitride (Si3N4) Ceramics is another important precision ceramic material in the automotive field. It is known for its extremely high hardness and chemical ininertia, especially the hot pressure silicon nitride, which is one of the hardest substances in the world. Silicon nitride ceramics are widely used in bearing materials, high-speed circuits, high-power device heat dissipation and packaging materials, among which the applications in the automotive field account for 6.5%. Silicon nitride is regarded as an ideal ceramic substrate material for high pressure and high power IGBT modules for its excellent thermal conductivity and high reliability. In the automotive industry, this material is favored because of its reliability and miniaturization characteristics. In 2021, the AMB ceramic substrate scale in the Chinese market reached 650 million yuan, and this number is expected to grow to about 2.74 billion yuan by 2026. New energy vehicles have put forward higher requirements for bearings, including low noise reduction at high speed, corrosion resistance and lightweight. Silicon nitride bearing with its lightweight, high hardness, high strength, low friction coefficient and high heat resistance characteristics, fully meet these requirements. It is expected that by 2025, the global market size of silicon azride bearings will reach about 10.8 billion yuan.
3. Silicon carbide ceramics Silicon carbide (SiC) ceramics have a broad application prospect in the automotive field. For example, a carbon clay market made of silicon carbide material is expected to reach Rmb 20 bn by 2025.According to Wolfspeed’s forecast, the silicon carbide device market size is expected to reach $8.9 billion in 2026, and silicon carbide is expected to gradually complete the replacement of silicon-based devices in the new energy vehicles, industrial and energy, and radio frequency markets. According to Yole statistics, the global SiC power device market was worth $1.09 billion in 2021, with downstream automotive electronics accounting for $685 million. Its market is expected to grow at a high rate, reaching $6.297 billion by 2027, of which automotive electronics accounted for $4.986 billion, with a compound growth rate of 40%.
4. Piezoelectric ceramic material is a kind of advanced ceramic material with information function that can convert mechanical energy and electric energy. In addition to piezoelectric property, it also has dielectric property, elasticity, etc., which has been widely used in medical imaging, acoustic sensor, acoustic transducer, ultrasonic motor and so on. In 2020, the global market size of piezoelectric ceramic materials in the field of acceleration sensor applications reached 14.4 billion yuan, and it is expected that the Chinese market size will increase to about 20.16 billion yuan by 2026. In the field of piezoelectric reversing radar, the global market size will be 29.33 billion yuan in 2020, and it is expected that the market size of China will be about 38.95 billion yuan by 2025.
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