Global Aerogel Blanket for EV Supply, Demand and Key Producers, 2026-2032
Description
The global Aerogel Blanket for EV market size is expected to reach $ 1348 million by 2032, rising at a market growth of 20.4% CAGR during the forecast period (2026-2032).
Aerogel blanket is a flexible, high-efficiency thermal insulation felt that combines nano-aerogel with inorganic fibers and is specially used for power battery modules. The main characteristics of Aerogel felt are low thermal conductivity, and the thermal insulation effect is 2 to 5 times that of traditional insulation materials, which can effectively reduce the thickness of the insulation layer. Secondly, Aerogel felt is relatively hydrophobic, which can effectively prevent moisture from entering the inside of the battery core. ; In addition, Aerogel felt is light and easy to cut, which greatly reduces transportation, installation and use costs. Aerogel felt composite material is reinforced by introducing pre-oxidized fiber filaments, glass fiber, ceramic fiber, carbon fiber and other base materials into the SiO2 Aerogel manufacturing process. After die-cutting, coating and other processing processes, it is finally made into the battery core. used during the period. Processing and coating mainly prevents fiber dust from falling from the Aerogel product during vehicle driving.
In the current market, global production is around 10.681 million m², with an average selling price of about 25.67 USD per m² EXW basis. Aerogel blankets for EV are ultra-thin, low-thermal-conductivity mats supplied as roll goods or flat sheets and used as passive safety barriers to slow or prevent thermal propagation at cell-to-cell, module and pack levels. Commercial products are typically silica aerogel impregnated into fiber felts (predominantly glass fiber, with ceramic or polymeric variants) and optionally factory-finished with foil, films, fabrics or anti-dust coatings to meet handling and durability requirements inside battery packs. These are sold on specification—thickness, width/roll format and λ-value—and integrated by OEMs or tier-one pack makers. Sourcing is program-based: multi-year awards following PPAP-like qualification and abuse testing, with high switching costs once a blanket is designed-in. Gross margins for qualified EV programs generally sit in the twenty to thirty percent range, supported by materials IP, controlled powder management, lamination/coating know-how, long validation cycles, and sticky after-award volumes. Regulations are a core demand driver because blankets help manufacturers demonstrate thermal propagation control required by UN ECE battery rules and China’s GB 38031 safety standard.
Market structure in the 2024 base year is “one scale leader plus several emerging peers.” Aspen Aerogels disclosed 306.8 million USD of Thermal Barrier revenue in 2024—explicitly the same scope as EV/BESS thermal barriers—providing a hard, audited anchor for the global value pool and implying that the Top-5 suppliers control a very high share of revenue. Capacity additions point to diversification from 2025 onward: Armacell announced a new aerogel blanket plant in Pune, India, adding about 1 million m² per year by mid-2025 and doubling available capacity, with EV-relevant ArmaGel products already produced in China; Alkegen entered full-scale commercial production of fiber-enhanced aerogel insulation for EV battery fire protection in mid-2025; and JIOS Aerogel commissioned a Singapore site in late-2023 to mass-produce ultra-thin “Thermal Blade” cell-to-cell barriers. Geographically, demand concentration mirrors EV uptake: China remains the gravity center for electric-car sales, with North America and Europe the next largest demand hubs, and stationary BESS providing a parallel market for similar barrier constructions.
Looking ahead to 2025–2031, the outlook is shaped by regulation, technology and cost. First, compliance pressure will tighten further as OEMs seek demonstrable containment of thermal events under UN ECE and GB 38031 test regimes, sustaining demand for thin, conformable barriers that add minimal mass and volume while delivering hold-time under flame/peak-temperature exposure. Second, technology iteration is moving toward thinner constructions (sub-3 mm classes), better anti-erosion surfaces and engineered stacks that combine aerogel with ceramic or polymeric layers to balance compressive compliance, vibration robustness and thermal performance—supporting expansion from premium passenger programs into commercial vehicles and BESS. Third, cost curves are improving through larger continuous lines, regionalization of blanket finishing, and automation of lamination and coating—expanding the reachable bill-of-materials window and reducing fit-up waste. Key bottlenecks include dust control and worker-exposure compliance, capex for stable large-format lines, and lengthy OEM qualification that gates revenue ramps. Net-net, industry concentration should ease gradually as new capacity from Armacell, Alkegen and Asian producers comes online, while China remains the demand anchor and BESS adds a second leg of volume growth; nonetheless, incumbents with proven program wins, validated specifications and mature operations are positioned to retain pricing power at the high-performance end of the market.
This report studies the global Aerogel Blanket for EV production, demand, key manufacturers, and key regions.
This report is a detailed and comprehensive analysis of the world market for Aerogel Blanket for EV and provides market size (US$ million) and Year-over-Year (YoY) Growth, considering 2025 as the base year. This report explores demand trends and competition, as well as details the characteristics of Aerogel Blanket for EV that contribute to its increasing demand across many markets.
Highlights and key features of the study
Global Aerogel Blanket for EV total production and demand, 2021-2032, (K Square Meters)
Global Aerogel Blanket for EV total production value, 2021-2032, (USD Million)
Global Aerogel Blanket for EV production by region & country, production, value, CAGR, 2021-2032, (USD Million) & (K Square Meters), (based on production site)
Global Aerogel Blanket for EV consumption by region & country, CAGR, 2021-2032 & (K Square Meters)
U.S. VS China: Aerogel Blanket for EV domestic production, consumption, key domestic manufacturers and share
Global Aerogel Blanket for EV production by manufacturer, production, price, value and market share 2021-2026, (USD Million) & (K Square Meters)
Global Aerogel Blanket for EV production by Thickness, production, value, CAGR, 2021-2032, (USD Million) & (K Square Meters)
Global Aerogel Blanket for EV production by Application, production, value, CAGR, 2021-2032, (USD Million) & (K Square Meters)
This report profiles key players in the global Aerogel Blanket for EV market based on the following parameters - company overview, production, value, price, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Aspen Aerogel, Nanotechnology, Guangdong Alison High-tech, IBIH, Shenzhen Zhongning Technology, Guizhou Aerospace Wujiang Mechanical and Electrical, Van Research, Jiangsu Jiayun Advanced Materials, Zhongke Runzi Technology, Hualu Aerogel, etc.
This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the World Aerogel Blanket for EV market
Detailed Segmentation:
Each section contains quantitative market data including market by value (US$ Millions), volume (production, consumption) & (K Square Meters) and average price (US$/Square Meter) by manufacturer, by Thickness, and by Application. Data is given for the years 2021-2032 by year with 2025 as the base year, 2026 as the estimate year, and 2027-2032 as the forecast year.
Global Aerogel Blanket for EV Market, By Region:
United States
China
Europe
Japan
South Korea
ASEAN
India
Rest of World
Global Aerogel Blanket for EV Market, Segmentation by Thickness:
3mm
2mm
Other
Global Aerogel Blanket for EV Market, Segmentation by Substrate:
Glass Fiber Aerogel
Carbon Fiber Aerogel
Ceramic Fiber Aerogel
Global Aerogel Blanket for EV Market, Segmentation by Placement:
Cell to Cell Barrier
Module Interior Liner
Pack Cover or Underbody Liner
Busbar Endplate Insulation
Others
Global Aerogel Blanket for EV Market, Segmentation by Application:
Passenger Car
Commercial Vehcle
Companies Profiled:
Aspen Aerogel
Nanotechnology
Guangdong Alison High-tech
IBIH
Shenzhen Zhongning Technology
Guizhou Aerospace Wujiang Mechanical and Electrical
Van Research
Jiangsu Jiayun Advanced Materials
Zhongke Runzi Technology
Hualu Aerogel
Armacell
Key Questions Answered:
1. How big is the global Aerogel Blanket for EV market?
2. What is the demand of the global Aerogel Blanket for EV market?
3. What is the year over year growth of the global Aerogel Blanket for EV market?
4. What is the production and production value of the global Aerogel Blanket for EV market?
5. Who are the key producers in the global Aerogel Blanket for EV market?
6. What are the growth factors driving the market demand?
Aerogel blanket is a flexible, high-efficiency thermal insulation felt that combines nano-aerogel with inorganic fibers and is specially used for power battery modules. The main characteristics of Aerogel felt are low thermal conductivity, and the thermal insulation effect is 2 to 5 times that of traditional insulation materials, which can effectively reduce the thickness of the insulation layer. Secondly, Aerogel felt is relatively hydrophobic, which can effectively prevent moisture from entering the inside of the battery core. ; In addition, Aerogel felt is light and easy to cut, which greatly reduces transportation, installation and use costs. Aerogel felt composite material is reinforced by introducing pre-oxidized fiber filaments, glass fiber, ceramic fiber, carbon fiber and other base materials into the SiO2 Aerogel manufacturing process. After die-cutting, coating and other processing processes, it is finally made into the battery core. used during the period. Processing and coating mainly prevents fiber dust from falling from the Aerogel product during vehicle driving.
In the current market, global production is around 10.681 million m², with an average selling price of about 25.67 USD per m² EXW basis. Aerogel blankets for EV are ultra-thin, low-thermal-conductivity mats supplied as roll goods or flat sheets and used as passive safety barriers to slow or prevent thermal propagation at cell-to-cell, module and pack levels. Commercial products are typically silica aerogel impregnated into fiber felts (predominantly glass fiber, with ceramic or polymeric variants) and optionally factory-finished with foil, films, fabrics or anti-dust coatings to meet handling and durability requirements inside battery packs. These are sold on specification—thickness, width/roll format and λ-value—and integrated by OEMs or tier-one pack makers. Sourcing is program-based: multi-year awards following PPAP-like qualification and abuse testing, with high switching costs once a blanket is designed-in. Gross margins for qualified EV programs generally sit in the twenty to thirty percent range, supported by materials IP, controlled powder management, lamination/coating know-how, long validation cycles, and sticky after-award volumes. Regulations are a core demand driver because blankets help manufacturers demonstrate thermal propagation control required by UN ECE battery rules and China’s GB 38031 safety standard.
Market structure in the 2024 base year is “one scale leader plus several emerging peers.” Aspen Aerogels disclosed 306.8 million USD of Thermal Barrier revenue in 2024—explicitly the same scope as EV/BESS thermal barriers—providing a hard, audited anchor for the global value pool and implying that the Top-5 suppliers control a very high share of revenue. Capacity additions point to diversification from 2025 onward: Armacell announced a new aerogel blanket plant in Pune, India, adding about 1 million m² per year by mid-2025 and doubling available capacity, with EV-relevant ArmaGel products already produced in China; Alkegen entered full-scale commercial production of fiber-enhanced aerogel insulation for EV battery fire protection in mid-2025; and JIOS Aerogel commissioned a Singapore site in late-2023 to mass-produce ultra-thin “Thermal Blade” cell-to-cell barriers. Geographically, demand concentration mirrors EV uptake: China remains the gravity center for electric-car sales, with North America and Europe the next largest demand hubs, and stationary BESS providing a parallel market for similar barrier constructions.
Looking ahead to 2025–2031, the outlook is shaped by regulation, technology and cost. First, compliance pressure will tighten further as OEMs seek demonstrable containment of thermal events under UN ECE and GB 38031 test regimes, sustaining demand for thin, conformable barriers that add minimal mass and volume while delivering hold-time under flame/peak-temperature exposure. Second, technology iteration is moving toward thinner constructions (sub-3 mm classes), better anti-erosion surfaces and engineered stacks that combine aerogel with ceramic or polymeric layers to balance compressive compliance, vibration robustness and thermal performance—supporting expansion from premium passenger programs into commercial vehicles and BESS. Third, cost curves are improving through larger continuous lines, regionalization of blanket finishing, and automation of lamination and coating—expanding the reachable bill-of-materials window and reducing fit-up waste. Key bottlenecks include dust control and worker-exposure compliance, capex for stable large-format lines, and lengthy OEM qualification that gates revenue ramps. Net-net, industry concentration should ease gradually as new capacity from Armacell, Alkegen and Asian producers comes online, while China remains the demand anchor and BESS adds a second leg of volume growth; nonetheless, incumbents with proven program wins, validated specifications and mature operations are positioned to retain pricing power at the high-performance end of the market.
This report studies the global Aerogel Blanket for EV production, demand, key manufacturers, and key regions.
This report is a detailed and comprehensive analysis of the world market for Aerogel Blanket for EV and provides market size (US$ million) and Year-over-Year (YoY) Growth, considering 2025 as the base year. This report explores demand trends and competition, as well as details the characteristics of Aerogel Blanket for EV that contribute to its increasing demand across many markets.
Highlights and key features of the study
Global Aerogel Blanket for EV total production and demand, 2021-2032, (K Square Meters)
Global Aerogel Blanket for EV total production value, 2021-2032, (USD Million)
Global Aerogel Blanket for EV production by region & country, production, value, CAGR, 2021-2032, (USD Million) & (K Square Meters), (based on production site)
Global Aerogel Blanket for EV consumption by region & country, CAGR, 2021-2032 & (K Square Meters)
U.S. VS China: Aerogel Blanket for EV domestic production, consumption, key domestic manufacturers and share
Global Aerogel Blanket for EV production by manufacturer, production, price, value and market share 2021-2026, (USD Million) & (K Square Meters)
Global Aerogel Blanket for EV production by Thickness, production, value, CAGR, 2021-2032, (USD Million) & (K Square Meters)
Global Aerogel Blanket for EV production by Application, production, value, CAGR, 2021-2032, (USD Million) & (K Square Meters)
This report profiles key players in the global Aerogel Blanket for EV market based on the following parameters - company overview, production, value, price, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Aspen Aerogel, Nanotechnology, Guangdong Alison High-tech, IBIH, Shenzhen Zhongning Technology, Guizhou Aerospace Wujiang Mechanical and Electrical, Van Research, Jiangsu Jiayun Advanced Materials, Zhongke Runzi Technology, Hualu Aerogel, etc.
This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the World Aerogel Blanket for EV market
Detailed Segmentation:
Each section contains quantitative market data including market by value (US$ Millions), volume (production, consumption) & (K Square Meters) and average price (US$/Square Meter) by manufacturer, by Thickness, and by Application. Data is given for the years 2021-2032 by year with 2025 as the base year, 2026 as the estimate year, and 2027-2032 as the forecast year.
Global Aerogel Blanket for EV Market, By Region:
United States
China
Europe
Japan
South Korea
ASEAN
India
Rest of World
Global Aerogel Blanket for EV Market, Segmentation by Thickness:
3mm
2mm
Other
Global Aerogel Blanket for EV Market, Segmentation by Substrate:
Glass Fiber Aerogel
Carbon Fiber Aerogel
Ceramic Fiber Aerogel
Global Aerogel Blanket for EV Market, Segmentation by Placement:
Cell to Cell Barrier
Module Interior Liner
Pack Cover or Underbody Liner
Busbar Endplate Insulation
Others
Global Aerogel Blanket for EV Market, Segmentation by Application:
Passenger Car
Commercial Vehcle
Companies Profiled:
Aspen Aerogel
Nanotechnology
Guangdong Alison High-tech
IBIH
Shenzhen Zhongning Technology
Guizhou Aerospace Wujiang Mechanical and Electrical
Van Research
Jiangsu Jiayun Advanced Materials
Zhongke Runzi Technology
Hualu Aerogel
Armacell
Key Questions Answered:
1. How big is the global Aerogel Blanket for EV market?
2. What is the demand of the global Aerogel Blanket for EV market?
3. What is the year over year growth of the global Aerogel Blanket for EV market?
4. What is the production and production value of the global Aerogel Blanket for EV market?
5. Who are the key producers in the global Aerogel Blanket for EV market?
6. What are the growth factors driving the market demand?
Table of Contents
127 Pages
- 1 Supply Summary
- 2 Demand Summary
- 3 World Manufacturers Competitive Analysis
- 4 United States VS China VS Rest of the World
- 5 Market Analysis by Thickness
- 6 Market Analysis by Substrate
- 7 Market Analysis by Placement
- 8 Market Analysis by Application
- 9 Company Profiles
- 10 Industry Chain Analysis
- 11 Research Findings and Conclusion
- 12 Appendix
Pricing
Currency Rates
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