电动车电池的演变：到 2030 年按电池类型的预测

Evolution of EV Batteries by Cell Type (Prismatic, Pouch, Cylindrical), Forecast to 2030

出版日期: 2024年10月24日 | 出版商:

Frost & Sullivan | 英文 62 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

到 2030 年，方形电动车电池将经历革命性的成长。由于固态电池的普及，软包电池预计将受到欢迎。

随着电动车的快速普及和环境法规的收紧，全球对电动车（EV）电池的需求迅速增加。为了适应这一点，电池格式、化学成分和结构设计的进步正在引发产业变革时期。圆柱形、棱形和软包电池类型各有其优势，正在争夺市场主导。锂离子技术的创新以及新的固态和替代化学物质正在改变游戏规则。随着对更高能量密度、更快充电和更高安全性的需求的加速，电动车电池产业正在经历重大变革。

目前，方形电池因其高能量密度、高效封装和有效的温度控管而处于行业领先地位，成为製造商的首选。然而，圆柱形和袋状形状在某些应用中越来越受欢迎。中国仍然是电动车电池的主要市场和生产国，主要製造商包括宁德时代、比亚迪和中航锂电等。同时，三星SDI、LG能源和Panasonic等韩国企业也是着名的产业参与者。

以高能量密度和安全性为重点的电池投资正在推动创新，预计到 2030 年将采用新化学物质、先进的电池组设计以及替代阴极和阳极材料。

Frost & Sullivan 的这项研究对电池格式、其演变以及到 2030 年的需求预测进行了详细分析。该研究包括对主要OEM长期以来的格式偏好的详细分析以及对未来趋势的预测。它还涵盖过去四年的区域电池部署（GWh）、主要供应商的电池格式产品以及三种电池格式的未来预测。

特斯拉：汽车电池的演变
梅赛德斯-奔驰：汽车电池的演变
NIO：汽车电池的演变
福特：汽车电池的演变
奥迪：汽车电池的演变
现代：汽车电池的演变
丰田：汽车电池的演变
通用汽车：汽车电池的演变
小鹏汽车：汽车电池的演化
BMW：汽车电池的演变

成长机会领域

成长机会一：多细胞格式策略
成长机会2：多种细胞化学策略
成长机会3：建立技术不可知的超级工厂

附录与后续步骤

成长机会的好处和影响
下一步
附件清单
免责声明

简介目录

Product Code: MH7E-45

Prismatic EV Batteries will Experience Transformational Growth by 2030. Pouch Cells will Gain Popularity, Driven by the Growing Adoption of Solid-state Batteries.

Global demand for electric vehicle (EV) batteries is surging, driven by the rapid growth of EVs and the increasingly stringent environmental regulations. In response, the industry is experiencing a transformative shift, with advancements in battery formats, chemistries, and structural designs. Cylindrical, prismatic, and pouch cells-each with unique advantages-compete for market leadership. Innovations in lithium-ion technology, alongside emerging solid-state and alternative chemistries, are reshaping the landscape. As the drive for higher energy density, faster charging, and enhanced safety accelerates, the EV batteries industry is set for significant evolution.

Currently, prismatic cells lead the industry due to their high energy density, efficient packaging, and effective thermal management, making them a preferred choice among manufacturers. However, cylindrical and pouch formats are gaining traction in specific applications. China remains the dominant market and producer of EV batteries, with major manufacturers such as CATL, BYD, and CALB. Meanwhile, companies from South Korea, including Samsung SDI, LG Energy, and Panasonic, are also influential industry participants.

Investments in high energy density and safety-focused batteries are driving innovation, with expectations for the industry to adopt new chemistries, advanced battery pack designs, and alternative cathode and anode materials by 2030.

This Frost & Sullivan study provides an in-depth analysis of battery formats and their evolution, along with their anticipated demand through 2030. It includes a detailed analysis of format preferences among key OEMs over the years and forecasts future trends. The study also covers regional battery installations in GWh over the past 4 years, leading suppliers' cell format offerings, and future expectations for the 3 cell formats.