Page 42 - TTG-Taiwan Transportation Equipment Guide (TTG) 2026-09 Edition

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Industry Technology
power electronics, advanced materials, cooling
systems, sensors, precision manufacturing,
and intelligent vehicle integration. As battery
architectures become more complex, technologies
such as liquid cooling, immersion cooling, thermal
interface materials, and advanced electrode
engineering are expected to play an increasingly
important role in next-generation EV development.
For international buyers, Taiwan offers a
mature manufacturing ecosystem capable of
supporting both battery innovation and the broader
thermal-management infrastructure required for
electrification. From LMFP battery development and
precision coating technologies to liquid-cooling
modules and integrated thermal solutions, Taiwan's
supply chain is positioning itself as a sourcing
partner for safer, smarter, and more energy-effi cient
mobility platforms.
Thermal Management System to Define the
Next-Generation of EV
As global EV battery demand continues
to accelerate, industry analysts expect strong
growth in thermal management technologies.
MarketsandMarkets estimates the battery thermal
management system (BTMS) sector is projected
to reach USD 8.5 billion by 2030, while the
International Energy Agency (IEA) projects EV
battery deployment to reach 3 TWh in 2030, up
from around 1.2 TWh in 2025. By 2035, deployment
rises further, reaching around 4 TWh. IEA further
states that on average, a single month of EV sales in
2035 would exceed the entire annual deployment
of 2021. The rising demand for electric vehicles and
battery safety is expected to increase the demand
for BTMS.
In 2026, battery thermal management systems
(BTMS) are evolving beyond conventional
cooling functions as automakers prioritize ultra- cooling modules, thermal interface materials, and
fast charging, higher energy-density batteries,
and improved thermal safety. In the thermal
management sector, the industry is increasingly
shifting toward liquid cooling, immersion cooling,
AI-assisted thermal optimization, and integrated
vehicle thermal architectures designed to
improve thermal regulation during fast charging.
As EV battery systems become more complex
and thermally demanding, advanced thermal
management technologies are emerging as critical
components for next-generation smart mobility
platforms. The transition is also reshaping the role
of traditional automotive components. Traditional
automotive manufacturing is being redefined;
from liquid cooling modules to HVAC systems
and thermal interface materials, conventional
component expertise is increasingly interconnected
with intelligent battery safety, fast-charging
performance, and overall vehicle energy efficiency.
Taiwanese companies such as Delta Electronics, XING
Mobility, and T-Global Technology are also expanding
Taiwan’s presence with next-generation thermal
management technologies, spanning liquid cooling
to immersion-cooling battery system solutions.
These companies leverage Taiwan’s longstanding
strengths in electronics, semiconductor cooling, and
precision manufacturing across the EV sectors.
While next-generation EV platforms become
energy-dense and software-defined, procurement
priorities are also shifting towards battery chemical
optimization, thermal safety, manufacturing
stability, system integration, and long-term
supply chain resilience. In this transition, Taiwan’s
value proposition lies in its ability to bridge
advanced battery development with precision
manufacturing, semiconductor-grade thermal
engineering, immersion cooling technologies, and
intelligent system integration. From LMFP electrode
architecture and surface-coating processes to liquid-
integrated EV cooling systems, Taiwanese companies
and research institutions are positioning themselves
within the growing convergence of electrifi cation, AI
infrastructure, and high-performance computing.
For international buyers sourcing EV components,
Taiwan’s role extends beyond battery cell development.
Its established strengths in automotive electronics,
liquid cooling modules, thermal interface materials,
precision metal processing, sensors, power electronics,
and system integration provide a practical supply base
for next-generation EV platforms. Through TTG’s long-
standing connection with Taiwan’s automotive parts
sector, global buyers can further identify suppliers
supporting the transition toward safer, smarter, and
more energy-effi cient electric vehicles.