Bimetal Thermal Deformation Analysis
Theory: turning expansion difference into curvature
Overview
Bimetals are used in thermostats. What do I need to calculate to design one?
Four things: how much it curls with temperature (curvature), how far the tip moves (deflection), how hard it pushes when blocked (force), and how much stress the bond interface sees (delamination risk). Beam formulas handle the first three, but interface stress concentrates at the ends and needs FEM. Let's walk through a thermostat high-expansion alloy on Invar.
Timoshenko's formula
$h$ is total thickness, $t_1, t_2$ the layer thicknesses, $\Delta\alpha$ the expansion difference. With equal moduli and thicknesses, $\kappa = 1.5\,\Delta\alpha\,\Delta T / h$.
Tip deflection and force
A cantilevered bimetal bends at uniform curvature, so tip deflection scales with length squared. The blocked force is the force needed to push the tip back by that deflection; $EI$ is the composite bending stiffness.
From Harrison's clocks to thermostats
The bimetal was first put to practical use by the 18th-century English clockmaker John Harrison. In his marine timekeeper H3 he used a bonded brass-and-steel strip to compensate for the balance spring's temperature sensitivity. The curvature formula came much later: in 1925 Timoshenko published it including both layers' thicknesses and moduli. It is still widely used, from bimetals to thin-film warpage in semiconductors and substrate deformation.
Worked examples
Example 1: thickness ratio and curvature
High-expansion alloy (α = 20×10⁻⁶ /K, E = 170 GPa) on Invar (α = 1.5×10⁻⁶ /K, E = 140 GPa), total 1 mm, ΔT = 50 K. m is Invar thickness over high-expansion thickness.
| Ratio m | Curvature [1/m] |
|---|---|
| 0.5 | 1.19 |
| 0.8 | 1.35 |
| 1.0 | 1.38 |
| 1.10 (optimum) | 1.39 |
| 1.5 | 1.36 |
| 2.0 | 1.27 |
The optimum matched the square root of the modulus ratio, √(170/140) = 1.10. The peak curvature, 1.39 1/m, equals the equal-modulus value 1.5ΔαΔT/h. Anywhere from m = 0.8 to 1.5 stays within 3% of the peak, so curvature is insensitive to the ratio.
Example 2: cantilever deflection and force
| Item | Value |
|---|---|
| Radius of curvature (equal thickness, 50 K) | 722 mm |
| Tip deflection (length 50 mm) | 1.73 mm |
| Deflection per kelvin | 0.035 mm/K |
| Blocked tip force (width 5 mm) | 2.7 N |
Example 3: checking with 2D FEM
The same cantilever solved with plane-stress 4-node elements (400 along the length × 20 through the thickness):
| Item | Result |
|---|---|
| Tip deflection | 1.721 mm (formula 1.730 mm, 0.5% apart) |
| Axial stress at interface, mid-length | Invar side +62 MPa / high-expansion side −71 MPa |
| Interface shear (mid-length to 2 mm from end) | About zero |
| Interface shear (0.44 mm from end) | 4.3 MPa |
| Interface shear (0.06 mm from end) | 24 MPa |
The curvature matches the beam formula exactly, yet interface shear doesn't appear in it at all.
Timoshenko's formula describes the average deformation, treating the pair as bending together. Force is transferred between the layers only near the ends. Mid-length, the expansion mismatch is locked in equilibrium, so no shear is needed. At the free end the axial force must return to zero, so it's handed over within roughly the total thickness, concentrating shear. The corner is theoretically singular, so finer elements give larger values. What matters is not the number but that it starts at the end — and real delamination almost always grows from there.
Design and analysis tips
- For more curvature, increase the expansion difference and reduce total thickness.
- Small deviations from the optimum thickness ratio barely matter.
- At high temperature, α and E change; Invar's expansion rises sharply near its Curie point.
- When using tip force, account for contact reaction reducing deflection.
- For interface stress, refine near the ends and judge by distribution rather than peak value.
“The snapping bimetal”
Safety cut-outs in electric kettles and blankets often use a shallow dished bimetal disc. A flat strip bends gradually in proportion to temperature, but a dished disc snaps through suddenly at a set temperature. The contacts open instantly, reducing arcing and avoiding contact burn from slow opening. The design exploits snap-through buckling, so analysis must include geometric nonlinearity to reproduce it.
Common mistakes
Mistakes and fixes
| Mistake | Effect | Fix |
|---|---|---|
| Beam formula for wide plates | Curvature error | Use E/(1−ν) |
| Room-temperature properties | High-temperature error | Use temperature-dependent data |
| Judging by interface peak | Mesh-dependent | Assess distribution or energy |
| Linear analysis of dished discs | Snap-through missed | Geometric nonlinearity |
| One element through thickness | Too stiff in bending | Several elements per layer |
I'd like to learn related topics.
Try the bimetal thermostat simulator and thermal expansion tool. Related pages include thermal expansion mismatch, thermal stress analysis, solder reliability and CTE gradient design.
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