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电动车电池 EV电池

市场调查报告书

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1336723

全球汽车电池市场 - 2023-2030

Global Automotive Battery Market - 2023-2030

出版日期: 2023年08月22日 | 出版商:

DataM Intelligence | 英文 195 Pages | 商品交期: 约2个工作天内

价格

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简介目录

市场概况

全球汽车电池市场2022年达到652亿美元，预计到2030年将达到1000亿美元，2023-2030年预测期间年复合成长率为5.5%。

新补贴、税收抵免和研究补助金等政府支持的增加可能会在预测期内推动全球汽车电池市场的增长。为了降低电池价格并鼓励更广泛地采用电动汽车和其他可持续移动解决方案，发展中和发达地区的政府正在推出各种行业支持倡议。

科学家们还在扩大研究力度，以提高汽车电池的安全性和稳定性。例如，2023 年 4 月，中国佛山广东先进材料技术研究院的一个科学家团队发表了一篇研究论文，详细介绍了非色散红外光谱 (NDIR) 系统的开发，该系统可用于早期预警热反应失控汽车电池。

市场动态

全球汽车产量不断增长

后疫情时期，全球汽车生产显着復苏。国际汽车製造商组织(OICA)的数据显示，2022年商用车和乘用车新产量接近8500万辆，比2021年增长6%。全球汽车产量的不断增长增加了原始设备製造商和售后市场对汽车电池的需求。

由于电池在为各种汽车子系统提供电力方面发挥着关键作用，因此它是现代汽车的关键组件。此外，这对于电动汽车（EV）来说非常重要，因为电动汽车使用电池组为电动机提供动力以进行推进。领先的汽车製造商正在逐步增加电动汽车产量，这可能会在中长期内大幅增加对汽车电池的需求。

越来越多地采用电池材料回收

儘管全球汽车电池的需求不断增长，但供应却一直滞后。一些研究估计，到 2030 年，电池材料供应量需要增加六倍才能满足不断增长的需求。由于新产能的增加需要时间才能上线，因此各公司正在加强电池材料回收计划以增加供应。

电池材料回收使公司能够提取镍、铜、钴和锂等关键材料，从而降低成本和对开采资源的需求。许多国家正在逐步扩大电池回收工厂。例如，2023年7月，新加坡宣布将建设第三家电池材料工厂，将于2024年初投入运营。电池回收的日益普及将降低材料成本，并增加电池材料产品的采用。

人们越来越关注电池处置对环境的影响

汽车电池，特别是锂离子电池和铅酸电池，含有各种有害物质。如果没有适当的废物处理方法，这些有毒物质可能会渗入环境中，导致自然生态系统的长期破坏。许多国家没有足够发达的基础设施来处理废弃电池。

电动汽车的增长导致报废电池产生的电子废物（电子废物）增加。电子废物带来了重大挑战，因为它需要专门的处理和回收流程来回收有价值的材料，同时最大限度地减少对环境的破坏。对电池处理的环境担忧可能会影响消费者对电动汽车的看法，并影响他们采用电动汽车的意愿。

COVID-19 影响分析

在 COVID-19 大流行的初期阶段，由于政府实施封锁等限制，许多汽车电池製造工厂不得不暂时关闭或缩减生产。这导致电池产量大幅下降，汽车製造商的可用性受到限制。

疫情还导致汽车销量大幅下滑，其中包括电动汽车（EV）销量。在大流行期间的大部分时间里，消费者支出的减少和经济不确定性的上升对汽车电池的需求产生了负面影响。然而，大流行后时期加速转向电动汽车将为市场增长带来新的机会。

俄乌战争影响分析

俄罗斯和乌克兰之间持续的战争对两国的汽车电池市场产生了负面影响。由于基础设施大面积破坏和大量难民外逃，乌克兰市场受到严重影响，中短期内不太可能恢復。衝突期间，军用车辆对汽车电池的需求略有增加。

美国和西欧国家对俄罗斯实施严厉的经济制裁，导致跨国电池製造商停止在该国的业务。在许多西方公司撤离后，俄罗斯汽车工业正在依靠中国製造商来填补供应缺口。

Market Overview

Global Automotive Battery Market reached US$ 65.2 billion in 2022 and is expected to reach US$ 100.0 billion by 2030, growing with a CAGR of 5.5% during the forecast period 2023-2030.

Increasing government support such as new subsidies, tax credit and research grants are likely to drive global automotive battery market growth during the forecast period. To reduce battery prices and encourage wider adoption of electric vehicle and other sustainable mobility solutions, governments in developing and developed regions are rolling out various industry support initiatives.

Scientists are also expanding research efforts to improve the safety and stability of automotive batteries. For instance, in April 2023, a team of scientists from the Guangdong Institute for Advanced Materials and Technology in Foshan, China published a research paper detailing the development of a non-dispersive infrared spectroscopy (NDIR) system for early warning of runaway thermal reactions in automotive batteries.

Market Dynamics

Rising Global Automotive Production

The post-pandemic period has witnessed significant recovery in global automotive production. Nearly 85 million new commercial and passenger vehicles were produced in 2022, representing an increase of 6% over 2021, according to data from the International Organization of Motor Vehicle Manufacturers (OICA). The rising global automotive production augments demand for automotive batteries from OEMs and the aftermarket.

Due to their critical role in providing power to various automotive subsytems, batteries are a key component of modern automobiles. Furthermore, it is highly critical for electric vehicles (EVs), which use battery packs to power electric motors for propulsion. Leading automakers are gradually increasing electric vehicle production, which is likely to greatly increase demand for automotive batteries over the medium and long term.

Increasing Adoption of Battery Material Recycling

Although global demand for automotive batteries is rising, supply has been lagging behind. Some studies estimate that a six-fold increase in battery material supply is needed to keep with rising demand by 2030. Since new capacity addition takes time to come online, companies are stepping up battery material recycling initiatives to augment supply.

Battery material recycling allows companies to extract critical materials such as nickel, copper, cobalt and lithium, reducing costs and demand for mined resources. Many countries are gradually expanding battery recycling plants. For instance, in July 2023, Singapore announced that it would construct its third battery material plant that would commence operations in early 2024. The increasing adoption of battery recycling will lower material costs and will increase adoption of battery material products.

Growing Concerns About Environmental Impact of Battery Disposal

Automotive batteries, particularly lithium-ion and lead-acid batteries, contain various hazardous materials. In the absence of proper waste processing methods, these toxic materials can leach into the environment, leading to long-term damage of natural ecosystems. Many countries do not have adequately developed infrastructure to process disposed batteries.

The growth of electric vehicles has led to an increase in electronic waste (e-waste) from end-of-life batteries. E-waste presents significant challenges since it requires specialized handling and recycling processes to recover valuable materials while minimizing environmental damage. Environmental concerns about battery disposal can influence consumer perceptions of electric vehicles and impact their willingness to adopt EVs.

COVID-19 Impact Analysis

During the initial phase of the COVID-19 pandemic, many automotive battery manufacturing facilities had to temporarily shut down or scale back production due to government imposed restrictions such as lockdowns. It led to a significant decrease in battery production and limited availability for automakers.

The pandemic also caused automotive sales to plummet, including electric vehicles (EV) sales. Reduced consumer spending and rising economic uncertainties over much of the pandemic period negatively impacted the demand for automotive batteries. However, the accelerated shift towards electric vehicle adoption in the post-pandemic period will open up new opportunities for market growth.

Russia-Ukraine War Impact Analysis

The ongoing war between Russia and Ukraine has negatively impacted the automotive battery market in both countries. With widespread destruction of infrastructure and a major refugee exodus, the Ukrainian market has been highly affected and is unlikely to recover in the short and medium term. A small increase in automotive battery demand from military vehicles has been observed during the conflict.

The imposition of stringent economic sanctions against Russia by U.S. and western European countries have caused multinational battery manufacturers to cease operations within the country. After the exodus of many western companies, the Russian automotive industry is relying upon Chinese manufacturers to fill in the supply gap.

Segment Analysis

The global automotive battery market is segmented based on battery, engine, ampere rating, vehicle and region.

IC Engine Still Account for Majority of the Global Demand

Internal combustion (IC) engines account for more than three-fourths of the global market. Automotive batteries are mainly used in IC engine vehicles to power various automotive subsystems. Although modern automotive batteries are long-lasting, they tend to require replacement over the operational life of the vehicles, which accounts for a significant demand in the aftermarket.

Electric vehicles (EVs) are witnessing rapid growth in production, with annual production surpassing 10 million units for the first time in 2022. Despite the impressive growth, EVs accounted for only about 14% of global automotive sales in 2022, according to data from the International Energy Agency (IEA). Over the long term, battery demand from electric vehicles is expected to overtake conventional IC engine vehicles.

Geographical Analysis

Pivot Towards Electric Vehicle Production to Propel Market Growth in North America

North America accounts for roughly a third of the global market. The region is highly developed and industrialized and has a mature automotive industry, with U.S. being home to various multionational automotive manufacturers. The current ongoing pivot towards electric vehicles support by various government initiatives will propel market growth in the region over the forecast period.

The inflation reduction act (IRA) passed in August 2022, by the U.S. government has unveiled a range of incentives to battery manufacturers. Under section 45-X of the act, battery manufacturers are eligible for tax credits of upto US$ 35 per kWh of battery capacity produced entirely in U.S. It is forecasted that total value of tax credits and other subsidies is expected to exceed US$ 196 billion over the next decade.

Battery manufacturers are expanding their production operations in U.S., as the U.S. industry strives to decouple strategic supply chains from China due to ongoing geopolitical tensions. For instance, in May 2023, Electrovaya, a Canadian battery manufacturer, announced plans to set up a new battery manufacturing facility in New York state U.S., with an annual capacity of 1 gWh.

Competitive Landscape

The major global players include: Panasonic Corporation, LG Chem, GS Yuasa International Ltd., Robert Bosch GmBH, Hitachi, Ltd., Exide Industries Ltd., Contemporary Amperex Technology Co., Limited, A123 Systems LLC, Samsung SDI Co., Ltd and BYD Motors Inc.

Why Purchase the Report?

To visualize the global automotive battery market segmentation based on battery, engine, ampere rating, vehicle and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of automotive battery 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 automotive battery market report would provide approximately 64 tables, 65 figures and 195 Pages.

Target Audience 2023

Automotive Manufacturers
Battery Manufacturers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

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 Battery
3.2. Snippet by Engine
3.3. Snippet by Ampere Rating
3.4. Snippet by Vehicle
3.5. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rising global automotive production
  - 4.1.1.2. Increasing adoption of battery material recycling
- 4.1.2. Restraints
  - 4.1.2.1. Growing concerns about environmental impact of battery disposal
- 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 Battery

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 7.1.2. Market Attractiveness Index, By Battery
7.2. Lead-Acid Batteries*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Lithium-Ion Batteries
7.4. Others

8. By Engine

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 8.1.2. Market Attractiveness Index, By Engine
8.2. Internal Combustion (IC) Engine*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Electric Powertrain

9. By Ampere Rating

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 9.1.2. Market Attractiveness Index, By Ampere Rating
9.2. Below 50 Ah*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. 50-70 Ah
9.4. Above 70 Ah

10. By Vehicle

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.1.2. Market Attractiveness Index, By Vehicle
10.2. Passenger Vehicles*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Commercial Vehicles

11. By Region

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2. Market Attractiveness Index, By Region
11.2. North America
- 11.2.1. Introduction
- 11.2.2. Key Region-Specific Dynamics
- 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.7.1. U.S.
  - 11.2.7.2. Canada
  - 11.2.7.3. Mexico
11.3. Europe
- 11.3.1. Introduction
- 11.3.2. Key Region-Specific Dynamics
- 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.7.1. Germany
  - 11.3.7.2. UK
  - 11.3.7.3. France
  - 11.3.7.4. Italy
  - 11.3.7.5. Spain
  - 11.3.7.6. Rest of Europe
11.4. South America
- 11.4.1. Introduction
- 11.4.2. Key Region-Specific Dynamics
- 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.7.1. Brazil
  - 11.4.7.2. Argentina
  - 11.4.7.3. Rest of South America
11.5. Asia-Pacific
- 11.5.1. Introduction
- 11.5.2. Key Region-Specific Dynamics
- 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.7.1. China
  - 11.5.7.2. India
  - 11.5.7.3. Japan
  - 11.5.7.4. Australia
  - 11.5.7.5. Rest of Asia-Pacific
11.6. Middle East and Africa
- 11.6.1. Introduction
- 11.6.2. Key Region-Specific Dynamics
- 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle

12. Competitive Landscape

12.1. Competitive Scenario
12.2. Market Positioning/Share Analysis
12.3. Mergers and Acquisitions Analysis

13. Company Profiles

13.1. Panasonic Corporation*
- 13.1.1. Company Overview
- 13.1.2. Product Portfolio and Description
- 13.1.3. Financial Overview
- 13.1.4. Recent Developments
13.2. LG Chem
13.3. GS Yuasa International Ltd.
13.4. Robert Bosch GmBH
13.5. Hitachi, Ltd.
13.6. Exide Industries Ltd.
13.7. Robert Bosch GmbH
13.8. A123 Systems LLC
13.9. Samsung SDI Co., Ltd
13.10. BYD Motors Inc.

LIST NOT EXHAUSTIVE