The latest developments and technological breakthroughs in the thermal management system industry
introduction
With the rapid development of global science and technology and the continuous upgrading of industrial manufacturing, the market demand for thermal management systems is growing day by day. This article will analyze and summarize the dynamics of the thermal management system industry based on the latest industry reports and technological innovations.
Market size and share analysis
Market growth trends
According to the latest report from Fortune Business Insights, the thermal management system market size is expected to reach new heights by 2034. The report points out that the application of thermal management systems in automobiles, electronics, aerospace and other fields will drive its market growth. Especially in the fields of electric vehicles and high-performance computing, the demand for thermal management technology is particularly urgent.
Key market drivers
- Expansion of the electric vehicle market
- Data center construction accelerates
- Popularization of 5G technology
- Developments in Artificial Intelligence and Machine Learning
Technology development and innovation
Two-Phase Cold Plate Cooling Technology
A report from IDTechEx predicts that two-phase cold plate cooling technology will become commonplace as early as 2026-2027. This technology achieves efficient heat dissipation through two-phase fluids inside the cooling plate and is particularly suitable for high-density electronic devices and high-performance computing applications. The report points out that as the performance of electronic equipment continues to improve, traditional cooling methods are no longer able to meet demand, and two-phase cold plate cooling technology will become an important development direction in the future.
New Double-Sided Janus Foam
Associate Professor Liang Fuxin of Tsinghua University published a research paper on the new double-sided Janus foam material in Nature Communications. The material is able to achieve different thermal conductivities on both sides, allowing for efficient directional thermal management. The advent of this material provides new solutions for thermal management of electronic equipment and automobiles, and is expected to be widely used in the next few years.
Industry trends
Henkel opens inspiration center in Shanghai
German company Henkel invested US$71 million to open a new inspiration center in Shanghai to focus on developing and demonstrating adhesive technology. The establishment of the center not only strengthens Henkel's influence in the Asian market, but also provides a new platform for its technological advancement in the field of thermal management systems. Henkel's leadership in adhesives enables it to innovate in thermal management materials and components.
Hong Kong stock market news
According to Tiger Brokers, robot-related stocks performed strongly in the Hong Kong stock market, especially the share prices of Sanhua and Johnson Electric, which rose by 10% and 9% respectively. These two companies have profound technological accumulation and market advantages in thermal management technology. The rise in their stock prices reflects the market's confidence in the company's future development.
Summary and Outlook
The thermal management system industry is facing unprecedented development opportunities. The continued growth of the market size and the continuous innovation of technology will promote the rapid development of this industry on a global scale. In particular, the application demands in the fields of electric vehicles, 5G technology, data centers and high-performance computing will further promote the upgrade and optimization of thermal management systems. With the popularization of two-phase cold plate cooling technology and the application of new double-sided Janus foam materials, the efficiency of thermal management systems will be greatly improved, providing solid technical support for future industrial development.
📰 Reference source
- Thermal management system market size and share [2034]- Fortune Business Insights (2026-04-27)
- Two-Phase Cold Plate Cooling Will Take Off as Early as 2026-2027- IDTechEx (2025-11-27)
- 清华大学梁福鑫副教授《自然·通讯》：新型双面Janus泡沫材料，实现高效定向热管理！- QQ News (2026-02-03)
- Germany's Henkel Opens USD71 Million Inspiration Center for Adhesive Techs in Shanghai- Yicai Global (2025-09-24)
- HK Movers | Robot Stocks Jump With Sanhua up 10%, Johnson Electric up 9%- Tiger Brokers (2025-08-18)
❓ FAQ
热管理系统行业预计到2034年将达到什么规模？
根据Fortune Business Insights的最新报告，热管理系统行业规模预计在2034年达到新的高度。具体数字报告中未提及，但指出该行业将在汽车、电子、航空航天等多个领域有广泛应用，尤其是电动汽车和高性能计算领域的需求将极大地推动市场增长。
推动热管理系统市场增长的主要因素有哪些？
推动热管理系统市场增长的主要因素包括电动汽车市场的扩张、数据中心的建设加速、5G技术的普及以及人工智能和机器学习的发展。这些领域的技术进步和应用需求增加都在持续推动热管理系统的市场需求。
什么是两相冷板冷却技术？它何时开始普及？
两相冷板冷却技术是一种通过在冷却板内部使用两相流体来实现高效散热的技术，特别适用于高密度电子设备和高性能计算应用。IDTechEx的一份报告预测，该技术最早可能在2026-2027年开始普及。
清华大学梁福鑫副教授研究的新型双面Janus泡沫材料有什么特点？
清华大学梁福鑫副教授研究的新型双面Janus泡沫材料能够在两面实现不同的热导率，从而实现高效的定向热管理。这为电子设备和汽车热管理提供了新的解决方案，并有望在未来几年内得到广泛应用。
Henkel为什么在上海开设灵感中心？
德国Henkel公司在上海开设灵感中心旨在专注开发和展示粘合剂技术，以加强其在亚洲市场的影响力，并为其在热管理系统领域的技术进步提供新的平台。Henkel作为粘合剂领域的领导者，此举有助于在热管理材料和组件方面进行更多创新。