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市场调查报告书
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1304531

全球磷酸铁锂电池市场 - 2023-2030

Global Lithium Iron Phosphate Batteries Market - 2023-2030
出版日期: | 出版商: DataM Intelligence | 英文 195 Pages | 商品交期: 最快1-2个工作天内

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简介目录

市场概述

全球磷酸铁锂电池市场规模在2022年达到122亿美元，预计到2030年将达到313亿美元，2023-2030年的复合年增长率为12.5%。可再生能源项目的增长将是推动磷酸铁锂电池中期需求的关键因素。

可再生能源对磷酸铁锂电池的需求动态也将发生变化，大部分需求将来自发展中国家。例如，2023年5月，印度国有石油天然气公司ONGC与阿萨姆邦的discons签署了一项合资协议，在该邦建设并运营一个500兆瓦时的电池储能项目。

磷酸铁锂电池制造商也在开发能量密度更高的新型电池。例如，2023年5月，美国初创电池制造商Gotion High Tech发布了L600磷酸铁锂电池。这种高能量密度电池一次充电可提供621英里的续航里程。

市场动态

微电网和离网系统的增长

微电网和离网系统旨在为接入主电网有限或无法接入主电网的地区提供可靠的电力供应。随着各国政府大力推进电气化进程，微电网在不发达国家和发展中国家的应用日益增多。此外，微电网还用于为发达国家偏远地区的人类住区供电。

磷酸铁锂电池的高能量密度、在各种温度范围内的工作能力以及快速充放电能力使其成为在微电网中提供储能和备用电源的极具吸引力的选择。制造商还推出了专门针对离网使用的新型电池。2023年2月，美国电池制造商Discovery Battery推出了100Ah的离网磷酸铁锂电池。

有利的政府政策和激励措施

全球各国政府和监管机构正在实施支持性政策和激励措施，以促进电动汽车的使用。这些倡议包括补贴、税收优惠和赠款，使消费者更能负担得起电动汽车，并鼓励制造商投资磷酸铁锂电池等电池技术。

2022年11月，欧盟（EU）宣布为新电池技术的研发提供32亿欧元（34亿美元）的资金。此外，2023年1月，美国能源部（DOE）宣布拨款1.25亿美元，用于商业应用的可充电电池技术的基础和高级研究。

来自其他电池化学的竞争

尽管磷酸铁锂电池具有高能量密度，但其他电池化学成分，如镍钴铝氧化物锂电池（NCA）和镍钴锰氧化物锂电池（NMC）具有更高的能量密度，可在电动汽车等应用中提供更长的续航时间和更持久的动力。磷酸铁锂电池的充电速度通常慢于其他锂离子电池化学成分。

对于电动汽车等需要快速充电的应用，钛酸锂（LTO）或特定的高镍NMC化学电池等充电速度更快的替代品可能是首选。电池技术在不断发展，新的化学物质也在研究之中。其他电池化学成分的改进可能会减少对磷酸铁锂电池的需求。

COVID-19影响分析

COVID-19大流行对磷酸铁锂电池市场产生了积极和消极的影响。最初，大流行扰乱了全球供应链，导致磷酸铁锂电池的生产和分销面临制造和物流方面的挑战。然而，随着世界从大流行病中走出，人们越来越关注可再生能源和可持续解决方案。

作为广泛的经济复苏计划的一部分，政府对清洁能源的激励和投资加速了电动汽车、能源存储和可再生能源系统等领域对磷酸铁锂电池的需求。大流行病为磷酸铁锂电池市场的增长提供了动力。

人工智能的影响

人工智能可能会对磷酸铁锂电池市场产生重大影响。人工智能技术可以优化电池性能，提高充电效率，延长电池寿命。人工智能可以通过智能电池管理系统和算法对磷酸铁锂电池进行实时监测和控制，优化电池使用并提高整体系统性能。

人工智能驱动的预测分析也可以加强电池管理，准确估计电池的健康状况、充电状态和衰减情况。这将更有效地维护和利用磷酸铁锂电池。人工智能驱动的进步有望提高磷酸铁锂电池在各种应用中的竞争力和采用率。

乌克兰和俄罗斯的影响

乌克兰-俄罗斯战争爆发后，欧洲和其他西方国家调整了能源供应方向。欧盟和美国对俄罗斯实施制裁。冲突导致欧洲能源价格高涨，可能削弱欧洲磷酸铁锂电池制造商的竞争力。因此，这场战争为亚太地区的电池制造商扩大市场份额提供了重大机会。

欧盟已采取各种政策促进包括清洁交通在内的绿色经济发展。2023年3月，欧盟通过了一项新政策，从2035年起只允许零排放汽车在该地区销售。战后政府的最新政策可能会增加磷酸铁锂电池的需求。

目录

第一章 研究方法和范围

  • 研究方法
  • 研究目的和报告范围

第2章：定义和概述

第3章：执行摘要

  • 按类型划分
  • 按容量分类
  • 按应用分类
  • 按地区划分

第四章 动态

  • 影响因素
    • 驱动因素
      • 电动汽车（EV）价格下降
      • 电网级储能解决方案的采用率上升
      • 微电网和离网系统的增长
      • 有利的政府政策和激励措施
    • 限制因素
      • 全球锂产量不足
      • 其他化学电池的竞争
    • 机会
    • 影响分析

第五章 行业分析

  • 波特五力分析法
  • 供应链分析
  • 定价分析
  • 法规分析

第六章：COVID-19分析

  • COVID-19分析
    • COVID之前的情景
    • COVID期间的情景
    • COVID之后的情景
  • COVID-19 期间的定价动态
  • 供求关系
  • 大流行期间与市场相关的政府倡议
  • 制造商的战略倡议
  • 结论

第七章：按类型

  • 便携式
  • 固定式

第八章：按容量

  • 0-16,250马力
  • 16,251-50,000马力
  • 50,001-100,000马力
  • 100,001-540,000马力

第九章：按应用

  • 汽车
  • 电力
  • 工业
  • 其他应用

第10章：按地区

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 法国
    • 西班牙
    • 欧洲其他地区
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美其他地区
  • 亚太地区
    • 中国
    • 日本
    • 日本
    • 澳大利亚
    • 亚太其他地区
  • 中东和非洲

第十一章 ：竞争格局

  • 竞争格局
  • 市场定位/份额分析
  • 合併与收购分析

第十二章 ：公司简介

  • BYD
    • 公司概况
    • 产品组合和描述
    • 财务概况
    • 主要发展
  • K2 Energy
  • Relion
  • A123 Systems
  • Pihsiang Energy Technology
  • Lithium Werks
  • Optimumnano Energy
  • Taico
  • Victron Energy
  • Contemporary Amperex Technology

第十三章 ：附录

简介目录
Product Code: EP5219

Market Overview

The Global Lithium Iron Phosphate Batteries Market reached US$ 12.2 billion in 2022 and is expected to reach US$ 31.3 billion by 2030, growing with a CAGR of 12.5% during the forecast period 2023-2030. The growth of renewable energy projects will be a key factor in driving the demand for lithium iron phosphate batteries in the medium term.

The demand dynamics for lithium iron phosphate batteries in renewable energy are also expected to change, with most of the demand coming from developing countries. For instance, in May 2023, ONGC, India's state-owned oil and gas company, signed a joint venture agreement with the discom of Assam to build and operate a 500 MWh battery storage project in the state.

Lithium Iron Phosphate Battery Manufacturers are also developing new, more energy-dense batteries. For instance, in May 2023, Gotion High Tech, a U.S. startup battery manufacturer, unveiled its L600 lithium iron phosphate battery. This high-energy density battery could provide 621 miles of range on a single charge.

Market Dynamics

Growth of Microgrid and Off-Grid Systems

Microgrid and off-grid systems are designed to provide reliable power supply in areas with limited or no access to the main electricity grid. Microgrid adoption has grown in underdeveloped and developing countries as governments undertake major electrification drives. Furthermore, microgrids are also used to power human settlements in remote regions of developed countries.

The high energy density, ability to work across various temperature ranges and quick charging and discharging capabilities make lithium iron phosphate batteries an attractive choice for providing energy storage and backup power in microgrids. Manufacturers are also launching new batteries specifically aimed at off-grid usage. In February 2023, Discovery Battery, a U.S.-based battery maker, launched a 100Ah lithium iron phosphate battery for off-grid usage.

Favorable Government Policies and Incentives

Governments and regulatory bodies across the globe are implementing supportive policies and incentives to promote the use of electric vehicles. The initiatives include subsidies, tax incentives, and grants, which make electric vehicles more affordable for consumers and encourage manufacturers to invest in battery technologies like lithium iron phosphate.

In November 2022, the European Union (EU) announced 3.2 billion euros (US$ 3.4 billion) fund for research and development of new battery technologies. Furthermore, in January 2023, the U.S. Department of energy (DOE) announced a US$ 125 million grant for basic and advanced research on rechargeable battery technologies for commercial applications.

Competition from Other Battery Chemistries

Although lithium iron phosphate batteries offer high energy density, other battery chemistries like lithium nickel cobalt aluminum oxide (NCA) and lithium nickel manganese cobalt oxide (NMC) offer higher energy density, allowing for longer-range and longer-lasting power in applications such as electric vehicles. Lithium iron phosphate batteries generally have slower charging rates than other lithium-ion battery chemistries.

For applications that require rapid charging, such as electric vehicles, faster-charging alternatives like lithium titanate (LTO) or specific high-nickel NMC chemistries may be preferred. The landscape of battery technologies is continuously evolving, with new chemistries being researched. Improvements in other battery chemistries may reduce the demand for lithium-iron phosphate batteries.

COVID-19 Impact Analysis

The COVID-19 pandemic has positively and negatively affected the Lithium Iron Phosphate Batteries Market. Initially, the pandemic disrupted global supply chains, leading to manufacturing and logistical challenges involving the production and distribution of lithium iron phosphate batteries. However, as the world emerged from the pandemic, there was an increased focus on renewable energy and sustainable solutions.

Government incentives and investments in clean energy, part of a broad-based economic recovery plan, have accelerated the demand for lithium iron phosphate batteries in sectors such as electric vehicles, energy storage, and renewable energy systems. The pandemic has provided a fillip to the growth of the Lithium Iron Phosphate Batteries Market.

AI Impact

Artificial intelligence can potentially impact the lithium iron phosphate batteries market significantly. AI-powered technologies can optimize battery performance, enhance charging efficiency, and extend battery lifespan. AI can monitor and control lithium iron phosphate batteries in real-time through intelligent battery management systems and algorithms, optimizing their usage and improving overall system performance.

AI-driven predictive analytics can also enhance battery management, enabling accurate estimation of battery health, state of charge, and degradation. This leads to more effective maintenance and utilization of lithium iron phosphate batteries. AI-driven advancements are expected to enhance the competitiveness and adoption of lithium iron phosphate batteries in various applications.

Ukraine-Russia Impact

European and other Western countries reoriented their energy supplies in the wake of the Ukraine-Russia war. Sanctions were imposed on Russia by the EU and the U.S. The conflict has led to high energy prices in Europe, likely eroding the competitiveness of European Lithium-Iron Phosphate Battery Manufacturers. The war thus provides major opportunities for battery manufacturers from Asia-Pacific to expand their market share.

EU has undertaken various policies to promote the green economy, including clean transportation. In March 2023, the EU passed a new policy allowing only zero-emission cars to be sold in the region from 2035. Recent governmental policies after the war will likely augment lithium iron phosphate battery demand.

Segment Analysis

The Global Lithium Iron Phosphate Batteries Market is segmented based on type, capacity, application and region.

Due to Wide-Ranging Applications, Stationary Batteries are More Widely Used

Stationary lithium iron phosphate batteries have higher energy density and can be used for wide-ranging applications requiring a constant power supply. It is most commonly used to power electric motors in EVs. Furthermore, the demand for stationary batteries is likely to increase with the increasing adoption of energy storage systems in conjunction with renewable energy.

Portable lithium iron phosphate batteries are mainly used for industrial automation systems and robotics. The batteries haven't found significant adoption in electronic devices, where lithium-ion batteries are most preferred. However, with new innovations, portable lithium iron phosphate batteries will likely find more applications in the upcoming years.

Geographical Analysis

Strong Government Policies Enable North America to Garner Major Market Share

North America occupies a share of nearly a quarter of the Global Lithium Iron Phosphate Batteries Market. Electric vehicle (EV) sales in North America have been buoyed by strong consumer demand and new government policies. More than 750,000 all-electric vehicles were sold in the U.S. in 2022, representing a 57% increase compared to 2021.

The U.S. government passed the inflation reduction act (IRA) in August 2022, which included several provisions for electric vehicles. For instance, the show consists of a 30% federal tax credit for EV charging infrastructure. The act has also allocated more than US$ 13 billion in incentives for automakers to increase electric vehicle production. The government policies will increase battery demand over the medium and long term.

Competitive Landscape

The major global players include: BYD, K2 Energy, Relion, A123 Systems, Pihsiang Energy Technology, Lithium Werks, Optimumnano Energy, Taico, Victron Energy and Contemporary Amperex Technology.

Why Purchase the Report?

  • To visualize the Global Lithium Iron Phosphate Batteries Market segmentation based on type, capacity, application and region and understand key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of lithium iron phosphate batteries market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as Excel consisting of key products of all the major players.

The Global Lithium Iron Phosphate Batteries Market Report Would Provide Approximately 57 Tables, 58 Figures And 195 Pages.

Target Audience 2023

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Type
  • 3.2. Snippet by Capacity
  • 3.3. Snippet by Application
  • 3.4. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Falling Prices of Electric Vehicles (EVs)
      • 4.1.1.2. Rising Adoption of Grid-Scale Energy Storage Solutions
      • 4.1.1.3. Growth of Microgrid and Off-Grid Systems
      • 4.1.1.4. Favorable Government Policies and Incentives
    • 4.1.2. Restraints
      • 4.1.2.1. Shortfall in Global Lithium Production
      • 4.1.2.2. Competition from Other Battery Chemistries
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Force Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis

6. COVID-19 Analysis

  • 6.1. Analysis of COVID-19
    • 6.1.1. Scenario Before COVID
    • 6.1.2. Scenario During COVID
    • 6.1.3. Scenario Post COVID
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. By Type

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 7.1.2. Market Attractiveness Index, By Type
  • 7.2. Portable*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Stationary

8. By Capacity

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 8.1.2. Market Attractiveness Index, By Capacity
  • 8.2. 0-16,250 Mah*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. 16,251-50,000 Mah
  • 8.4. 50,001-100,000 Mah
  • 8.5. 100,001-540,000 Mah

9. By Application

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.1.2. Market Attractiveness Index, By Application
  • 9.2. Automotive*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. Power
  • 9.4. Industrial
  • 9.5. Others

10. By Region

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 10.1.2. Market Attractiveness Index, By Region
  • 10.2. North America
    • 10.2.1. Introduction
    • 10.2.2. Key Region-Specific Dynamics
    • 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Operation
    • 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.2.7.1. The U.S.
      • 10.2.7.2. Canada
      • 10.2.7.3. Mexico
  • 10.3. Europe
    • 10.3.1. Introduction
    • 10.3.2. Key Region-Specific Dynamics
    • 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.3.6.1. Germany
      • 10.3.6.2. The UK
      • 10.3.6.3. France
      • 10.3.6.4. Italy
      • 10.3.6.5. Spain
      • 10.3.6.6. Rest of Europe
  • 10.4. South America
    • 10.4.1. Introduction
    • 10.4.2. Key Region-Specific Dynamics
    • 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.4.6.1. Brazil
      • 10.4.6.2. Argentina
      • 10.4.6.3. Rest of South America
  • 10.5. Asia-Pacific
    • 10.5.1. Introduction
    • 10.5.2. Key Region-Specific Dynamics
    • 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.5.6.1. China
      • 10.5.6.2. India
      • 10.5.6.3. Japan
      • 10.5.6.4. Australia
      • 10.5.6.5. Rest of Asia-Pacific
  • 10.6. Middle East and Africa
    • 10.6.1. Introduction
    • 10.6.2. Key Region-Specific Dynamics
    • 10.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

11. Competitive Landscape

  • 11.1. Competitive Scenario
  • 11.2. Market Positioning/Share Analysis
  • 11.3. Mergers and Acquisitions Analysis

12. Company Profiles

  • 12.1. BYD*
    • 12.1.1. Company Overview
    • 12.1.2. Product Portfolio and Description
    • 12.1.3. Financial Overview
    • 12.1.4. Key Developments
  • 12.2. K2 Energy
  • 12.3. Relion
  • 12.4. A123 Systems
  • 12.5. Pihsiang Energy Technology
  • 12.6. Lithium Werks
  • 12.7. Optimumnano Energy
  • 12.8. Taico
  • 12.9. Victron Energy
  • 12.10. Contemporary Amperex Technology

LIST NOT EXHAUSTIVE

13. Appendix

  • 13.1. About Us and Services
  • 13.2. Contact Us