2024-2030 年电动车固态电池的成长机会

Growth Opportunities in Solid-state Batteries in Electric Vehicles, 2024-2030

出版日期: 2024年12月06日 | 出版商:

Frost & Sullivan | 英文 57 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

永续电动车电源解决方案的技术进步、市场趋势和未来蓝图

固态电池（SSB）凭藉着创新材料、先进製造技术和战略合作伙伴关係，代表了电池技术的革命性飞跃。研发方面的合作以及战略伙伴关係关係正在加速商业化进程，预计将对全球电动车市场产生重大影响。

本研究摘要了SSB 在更广泛的电动车 (EV) 背景下的潜力、特征和障碍。除了概述 SSB 技术的演变和进步外，我们还讨论了新材料开发如何实现商业化、创造机会和塑造全球电动车格局。 SSB 比锂离子 (Li-ion) 电池对环境的影响更低，同时高功率，製造成本更低。此外，它具有成本效益高、能量密度高、重量轻等优点。

儘管有这些因素推动了SSB的采用，但该领域仍存在重大的技术和工程瓶颈，一些聚烯-乙烯产品的温度控管已成为大规模生产的主要障碍之一。广泛的成本分析表明，SSB 具有高水准的安全性和能源效率。然而，我们预计未来成本将会下降，使 SSB 成为更具吸引力的价值提案。

该研究也强调了丰田、大众和现代等主要企业之间的重要合併和联盟。这种合作对于推动 SSB 的发展并充分发挥其在下一代电动车应用中的潜力至关重要。这些合作伙伴关係支援电池性能，以提高车辆续航里程和充电速度。

由于专利活动和OEM)财务投资的活性化，全球 SSB 市场预计将呈指数级增长。随着电池化学的进步和整合製造群的出现，SSB 对于将电动车推向下一阶段至关重要。这一转变进一步凸显了竞争格局，不稳定的汽车製造商和新兴的汽车製造商都在争夺先进电池技术的主导地位。

单边带的发展
电动车中单边带的主要采用趋势
单边带技术开发的主要挑战
SSB 在电动车领域的优势
采用 SSB 实现电动车面临的挑战
锂离子电池与SSB的比较
SSB成本计算
未来SSB成本计算
SSB合併
SSB 在电动车领域的主要价值提案
不断发展的电池化学技术蓝图
SSB製造群
单边带技术和密度
主要OEM采用 SSB
OEM采用现有化学和未来化学的比较
电池能源系统中的能源：按设备分类（2023 年）
SSB全球市场规模（2018-2030）

专利活动

按地区分類的 SSB 专利活动
SSB专利活动的竞争格局

SSB公司

QuantumScape
Solid Power
Blue Solutions
Contemporary Amperex Technologuy Co., Limited（CATL）

成长机会领域

成长机会1：量产推动SSB技术的实施
成长机会2：研发的优先领域
成长机会3：监管和标准化的重点领域

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: MH55-45

Technological Advancements, Market Trends, and Future Roadmap for Sustainable EV Power Solutions

Solid-state batteries (SSBs) represent a transformative leap in battery technology, relying on innovative materials, advanced manufacturing, and strategic collaborations. Concerted efforts in R&D and strategic partnerships are accelerating the path toward commercialization, promising a significant impact on the global EV market.

This study summarizes the specialties and obstacles and highlights the potential SSBs wield in the broader context of electric vehicles (EVs). In addition to outlining the evolution and advances in SSB technology, it discusses how new materials development enables commercialization, creates opportunities, and structures the global EV landscape. SSBs have a lower environmental impact than lithium-ion (Li-ion) batteries while offering higher power and lower manufacturing costs. In addition, they are more cost-effective, energy-dense, and weigh less.

Despite these factors driving the adoption of SSBs, the segment has significant technological and engineering bottlenecks, with thermal management of some polyolefins-ethylene products as one of the main barriers inhibiting mass production. Extensive cost analysis suggests that SSBs deliver a high level of safety and energy efficiency; however, manufacturing costs remain high because of shell material prices. Nonetheless, costs are expected to fall in the future, making SSBs a more compelling value proposition.

The study also covers important mergers and partnerships among major players, including Toyota, Volkswagen, and Hyundai. Such collaborations are key in advancing the development of SSBs and realizing their full potential for next-gen EV use. These partnerships champion battery performance for improved vehicle range and charging speeds.

The global SSB market is poised to experience exponential growth heightened by growing patent activity and financial investments from OEMs. While battery chemistries move forward and consolidated manufacturing clusters emerge, SSBs will become indispensable to moving electric mobility to the next stage. This transition further highlights the competitive landscape, with legacy automakers and upstarts jockeying for dominance in advanced battery technology.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative™
The Impact of the Top 3 Strategic Imperatives on the Solid-state Battery (SSB) Market