全球电动商用车（CV）电池市场的成长机会

Growth Opportunities in Global Electric Commercial Vehicle Battery Market

出版日期: 2023年12月15日 | 出版商:

Frost & Sullivan | 英文 79 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

脱碳努力和电动卡车的广泛普及推动了对电池容量的需求

全球电动商用车 (CV) 销量预计将从 2022 年的 397,146 辆成长到 2030 年的 630 万辆，同期复合年增长率为 41.4%。因此，电动商用车的电池容量需求预计将在10年内成长117倍，从2020年的7.2GWh成长到2030年的840GWh。由于平均汽车电池容量显着高于其他地区，预计到 2030 年，北美将占全球电动车电池需求的 50%。

随着电池製造商扩大电池生产规模以应对电动车需求的成长，人们将更加重视降低成本、提高能量密度以及使整个供应链更加稳健、清洁和永续性。事实将会如此。电池生态系统中的企业需要根据电池产业的需求快速回应并转向。相关人员应该专注于使整个网路对波动更具弹性。随着电池架构的发展，汽车製造商在电池价值链中的作用将扩大，并成为将电池直接整合到电池组或车身的电动车平台设计中不可或缺的一部分。

车载电池容量较低意味着体积和重量更小，这为增加体积和重量方面的有效负载容量创造了空间，有可能降低成本并增加电动商用车营运商的商机。支援电子商务和最后一哩交付兴起的商用车领域的经营模式可能会使电池更换成为利基市场的可行选择。充电基础设施的扩建预计也将影响商用车的汽车电池容量。

主要问题

全球电动商用车领域的电池需求是多少？
各地区电池化学的份额是多少？
2035 年之前电池技术的技术蓝图与演变？
电池成本趋势与未来价格预测
主要电池供应商概况和OEM- 化学映射？

电动轻型商用车销售
电动M&HD卡车销售
电动轻型商用车的电池总容量需求
2030年电池容量需求总量占比：LCV
蓄电池总容量需求M&HD卡车
2030年电池容量总需求份额：M&HD卡车
电池化学分享：电动LCV
电池化学物质份额：M&HD 卡车
平均电池容量：按地区

电池技术蓝图与成本趋势

电池技术蓝图
电池成本
电池配置
电池成本预测
电池组与电池组的比率

新电池技术与未来

刀片电池
锂硫电池
锂空气电池
固态电池
电池组电池
结构电池组（电芯到底底盘）

电池芯供应商简介

CATL
LGES
BYD
Panasonic
SK Innovation
Samsung SDI
CALB
Gotion High-Tech

主要原始OEM、电池供应商、化学图谱

电池芯供应商化学成分：映射
OEM：化学图谱
OEM：电池芯供应商映射
主要原始OEM和电池供应商之间的合作伙伴关係

产品基准

LCV 电池容量（依型号）
M&HD 卡车型号的电池容量
各细分市场的平均电池容量

成长机会宇宙

成长机会 1：不断发展的电池化学
成长机会2：电池技术的进步
成长机会3：CV电池容量的变化

附录

简称

下一步

简介目录

Product Code: PF6A-42

Decarbonization Efforts and Proliferation of Electric Trucks Drive Demand for Battery Capacity

The global electric commercial vehicle (CV) sales are forecast to grow to 6.3 million units by 2030 from 397,146 units in 2022, at a CAGR of 41.4% over the period. This is expected to increase global aggregate battery capacity demand from electric CVs by 117 times in 10 years, from 7.2 GWh in 2020 to 840 GWh by 2030. North America is expected to make up 50% of the global battery demand for electric CVs by 2030 mainly due to significantly higher average battery capacity in vehicles compared to other regions.

As battery manufacturers scale up battery production in response to growing demand from EVs, there will be a greater focus on reducing cost, increasing energy density, and making the overall supply chain more robust, clean, and sustainable. Companies in the battery ecosystem will need to respond and pivot quickly according to the demands in the battery space. Stakeholders should focus on making the overall network more resilient to volatility. With transforming battery structures, the role of vehicle manufacturers in the battery value chain is poised to grow and become critical in designing EV platforms that integrate batteries directly into packs or vehicle chassis.

Less onboard battery capacity will mean lower volume and weight, making more room for higher payload capacity in terms of volume and weight, potentially reducing costs, and increasing revenue opportunity for electric CV operators. Business models in the CV space that align with the rise in eCommerce and last-mile delivery growth could make battery swapping a viable option in niche segments. Growing charging infrastructure will also impact onboard CV battery capacities.

Key Issues Addressed:

What is the global battery demand in the electric commercial vehicle segment?
Share of battery chemistry across different regions?
Technology roadmap and evolution of battery technology until 2035?
Battery cost dynamics and future price forecasts?
Major battery cell supplier profile and OEM-chemistry mapping?

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top Three Strategic Imperatives on the Electric Commercial Vehicle Battery Industry
Growth Opportunities Fuel the Growth Pipeline Engine™