全球电动汽车电池测试与诊断服务业（2025-2034）

电池化学的进步推动了测试和诊断领域的创新成长和技术进步

电池是电动车 (EV) 中最昂贵的部件，有效的电池诊断和维修是电动车市场永续性的关键因素。正确的诊断、设备维修和服务不仅可以透过有针对性的维修和避免昂贵的更换来降低消费者的整体维护成本，而且还可以提高效率、安全性和性能。人工智慧和机器学习的融合、第二生命应用和循环经济等变革趋势对于电池测试和诊断的发展至关重要。

在本报告中，Frost & Sullivan 分析了电动车电池测试、诊断和维修服务的趋势。其他重要资讯是：

• 电动车电池诊断方法
• 未来的电池测试和诊断技术
• 商业相关人员采用的经营模式/技术
• 未来十年对各种电池化学成分的修復需求
• 竞争环境（重点关注特定参与企业）
• 相关人员的机会

三大战略挑战对电动车电池测试与诊断产业的影响

创新经营模式

• 原因：消费者对电动车 (EV) 的接受度不断提高，推动了对电池诊断和测试的需求。
• 为了迎合不同的客户群体，包括私人电动车车主、车队营运商和经销商，测试和诊断公司正在选择不同的经营模式。
• Frost 的观点：电池即服务(BaaS)、租赁和健康监测订阅等经营模式正变得越来越重要。
• 目标商标产品(OE) 和独立售后市场 (IAM) 通路采用的这些诊断经营模式将透过提供易于维护的感觉在维持客户对电动车的兴趣方面发挥关键作用。

竞争激烈程度

• 原因：针对不同客户群量身订做的诊断解决方案对于竞争优势至关重要。
• 车队公司、私人电动车司机和物流服务提供者在监控和诊断方面有不同的要求。
• 弗罗斯特的观点是：全面、客製化的诊断服务将是关键，涵盖从监控和预测性维护到报废服务。
• 然而，提供此类服务需要价值链中各个诊断相关人员之间建立广泛的伙伴关係。

颠覆性技术

• 原因：具有更高密度、更快充电速度和更高安全性的新型电池化学成分正在接受研究、测试和部署。
• 固态电池、钠离子电池和石墨烯电池是未来几年可能变得突出的电池化学材料。
• 弗罗斯特的看法：新的电池化学成分增加了诊断的初始资本成本，因为它们需要针对每种特定化学类型配备更先进的工具。
• 然而，随着电池性能的提高，诊断和维修的整体成本将会降低。

分析范围

地理范围：全球（美洲/欧洲/亚太地区/非洲和中东）

电池化学：镍锰钴 (NMC) / 铁磷酸锂 (LFP) / 镍钴铝氧化物 (NCA) / 其他（各种电池化学成分的组合，例如锂钴氧化物 [LCO]、锂锰氧化物 [LMO]、锂金属聚合物 [LMP]、钛酸锂 [LTO]、镍金属氢化物 [LMO]、锂金属聚合物 [LMP]、钛酸锂 [LTO]、镍金属氢化物 [LMO]、锂金属聚合物 [LMP]、钛酸锂 [LTO]、镍金属氢化物 [LMO]、锂金属聚合物 [LMP]、钛酸锂 [LTO]、镍金属氢化物 [NiMH] 等）

车辆类别：1-3级乘用车

研究目标：本研究的目的是分析改变电动车电池测试、诊断和维修服务的趋势。

• 影响电池诊断和修復的趋势
• 电动汽车电池的诊断方法
• 未来电池测试和诊断技术
• 相关人员采用的经营模式/技术
• 电池诊断/维修市场相关人员的机会
• 未来十年对各种电池化学成分的修復需求
• 竞争环境：选定公司概览

成长抑制因素

限制因素

• 缺乏电池标准化：需要不同的测试和诊断工具来适应不同的电池标准，从而增加整体成本。
• 电动车的总拥有成本（TCO）不确定：电池转售价值和更换成本缺乏透明度，使得车队所有者难以计算准确的 TCO。
• 资本密集设备：电动车电池测试和诊断设备的资本成本效益不高，这使得中小企业难以进入市场。
• 资料安全：车辆资料的广泛收集和云端基础的诊断平台的使用引发了消费群组的安全疑虑。
• 整合到旧款电动车模型：使用新的电动车电池诊断方法升级/改造旧款电动车模型可能很复杂且成本高昂。

成长动力

驱动因素：能源储存系统的使用日益增多

引入电网平衡和可再生能源与能源储存系统係统的整合需要进行大规模电池测试。

驱动力：循环经济

测试和诊断有助于评估电池在二次应用时的确切剩余使用寿命。

驱动程式：整合远距离诊断

整合的远端车辆诊断不仅可以优化充电模式，还可以实现及时维护。

驱动因素：电池技术的进步

在测试/诊断未来的电池时，独特且专业的技术/方法对于确保准确性至关重要。

驱动因素：监理合规性

监控电池健康状况并确保符合当地法规的诊断工具推动了电池维修的品质标准。

竞争环境

参赛人数：20

竞争因素：技术采用、经营模式与业务类型适用性

主要终端使用产业：电动车驾驶员、车队营运商

值得关注的竞争对手：电动车製造商：特斯拉、比亚迪、福斯；非电动车製造商：Aviloo GmbH、SK On、Recurrent

主要收益模式：售后服务、诊断/维修

主要竞争对手

• BYD
• Tesla
• BMW
• GAC
• Volkswagen
• Mercedes Benz
• Geely
• Nissan
• SK On
• LG Energy Solution
• MAHLE
• DEKRA
• Aviloo
• Recurrent
• Cox Automotive
• Midtronics, Inc.
• Bosch Automotive Service Solutions Inc.
• Geotab
• Lepont
• Neware Technology

目录

成长环境：电动汽车电池测试与诊断服务产业的转型

• 为何成长变得越来越困难？
• The Strategic Imperative 8（TM）
• 三大策略挑战对电动车电池测试与诊断服务产业的影响

电动汽车电池测试与诊断服务产业生态系统

• 分析范围
• 操作流程和重点
• 本次调查回答的问题
• 竞争环境
• 主要竞争对手

电动汽车电池测试和诊断服务产业的成长要素

• 成长指标
• 成长动力
• 成长抑制因素
• 预测考虑因素
• 影响电池测试和诊断的潜在趋势
• 标准化电池测试需求的组织
• 电动车电池测试标准
• 影响电动车电池测试和诊断的政府政策：欧洲
• 影响电动车电池测试和诊断的政府政策：美国和加拿大
• 电池维修和更换流程
• 价值链相关人员之间的合作
• 保固期后电池更换成本和平均电池尺寸
• 相关人员的诊断/修復份额
• 电池修復预测
• 根据阴极化学预测电池修復
• 按地区分類的电池修復预测
• 阴极化学电池修復预测：NMC
• 电池修復预测（按阴极化学）：LFP
• 阴极化学电池修復预测：NCA
• 依阴极化学成分预测电池修復：其他
• 主要发现

成长要素：电动汽车电池测试与诊断技术概述

• 电动车电池测试/诊断：重点关注
• 消费者使用过程中的电动车电池测试/诊断：关键测试方法
• 电池到模组到电池组测试
• 电池模组和电池组级别：测试程序和应用
• Second Life 测试解决方案
• 电动汽车电池管理系统/诊断：重点关注
• 电动车电池管理系统/诊断：功能调查方法
• 电动车电池管理/诊断：关键经营模式
• 电动车电池管理/诊断：现有技术
• 电动车电池管理/诊断：一项有前途的技术
• 电动车电池管理/诊断：前景光明的技术概述
• 有前景的技术：方法/结果
• 有前景的技术：电池诊断/测试服务中的潜在应用
• 电池化学/技术变化/潜在影响诊断
• 化学/电池技术的变化/进步对诊断的影响
• 电池诊断对零件和售后业务的影响

成长要素：美洲

• 成长指标
• 电池修復预测
• 根据阴极化学预测电池修復
• 阴极化学电池修復预测：NMC
• 电池修復预测（按阴极化学）：LFP
• 阴极化学电池修復预测：NCA
• 依阴极化学成分预测电池修復：其他

成长要素：欧洲

• 成长指标
• 电池修復预测
• 根据阴极化学预测电池修復
• 阴极化学电池修復预测：NMC
• 电池修復预测（按阴极化学）：LFP
• 阴极化学电池修復预测：NCA
• 依阴极化学成分预测电池修復：其他

成长要素：亚太地区

• 成长指标
• 电池修復预测
• 根据阴极化学预测电池修復
• 阴极化学电池修復预测：NMC
• 电池修復预测（按阴极化学）：LFP
• 阴极化学电池修復预测：NCA
• 依阴极化学成分预测电池修復：其他

成长要素：非洲和中东

• 成长指标
• 电池修復预测
• 根据阴极化学预测电池修復
• 阴极化学电池修復预测：NMC
• 电池修復预测（按阴极化学）：LFP
• 阴极化学电池修復预测：NCA
• 依阴极化学成分预测电池修復：其他

比赛概况

• 电动车OEM电池售后服务：商业模式
• 电动车OEM製造商保固/诊断/回收能力概述
• 电动车原始设备OEM技术采用概况
• 经营电池测试/诊断业务的非电动汽车製造商
• 电池诊断机会（按相关人员划分）： OEM
• 电池诊断机会（按相关人员）：IAM
• 电池诊断机会（相关人员） ：设备供应商/软体解决方案供应商

公司简介

• 电动车製造商：特斯拉
• 电动车製造商：比亚迪
• 电动车製造商：大众
• 非电动车製造商：Aviloo Battery Diagnostics GmbH
• 非电动车製造商：SK On
• 非电动车製造商：Recurrent

电动汽车电池测试和诊断服务行业的成长机会领域

• 成长机会1：与原始OEM和车队营运商的合作
• 成长机会二：加大对能源储存市场的关注
• 成长机会3：利用充电基础设施监控电池

最后的话

• 最后的话

附录与后续步骤

• 成长机会的益处和影响
• 后续步骤Next steps
• 附件列表
• 免责声明

Battery Chemistry Evolution is Driving the Transformational Growth and Technological Advancements of Testing and Diagnostics

Since the battery is the most expensive component of an electric vehicle (EV), effective battery diagnostics and repair have become a crucial sustainability element in the EV market. Appropriate diagnostics and repair equipment and services not only reduce overall maintenance costs for consumers by targeting repair and preventing expensive replacements but also enhance efficiency, safety, and performance. Transformative trends, such as the integration of artificial intelligence and machine learning, second-life applications, and the circular economy, are vital to the evolution of battery testing and diagnostics.

In this report, Frost & Sullivan analyzes trends in EV battery testing and diagnostics/repair services. Other important information includes:

• EV battery diagnostics approaches
• Futuristic battery testing and diagnostics technology
• Business models/technology adopted by operating stakeholders
• Repair demand for various battery chemistries in the next 10 years
• Competitive environment, focusing on selected participants
• Opportunities for stakeholders

The Impact of the Top 3 Strategic Imperatives on the EV Battery Testing and Diagnostics Industry

Innovative Business Models

• Why: Consumers' growing acceptance of electric vehicles (EVs) increases the need for battery diagnostics and testing.
• Testing and diagnostics players opt for various business models to cater to different customer groups, such as individual EV owners, fleet operators, and dealerships.
• Frost Perspective: Business models such as battery-as-a-service (BaaS), leasing, and health monitoring subscription gain significance.
• These diagnostics business models adopted by original equipment (OE) and independent aftermarket (IAM) channels play a crucial role in retaining customer interest in EVs by providing a sense of easy maintenance.

Competitive Intensity

• Why: Customized diagnostics solutions for different customer groups will be vital in gaining an edge in the competition.
• This is because fleet companies, individual EV drivers, and logistics service providers will have different requirements when it comes to monitoring and diagnostics.
• Frost Perspective: Comprehensive, tailored diagnostics services-from monitoring and predictive maintenance to end-of-life services-will become important.
• However, providing such services will require extensive partnerships among various diagnostics stakeholders in the value chain.

Disruptive Technologies

• Why: New battery chemistries for higher density, faster charging, and better safety are under research, pilot, and introduction stages.
• Solid-state, sodium-ion, and graphene-based batteries are some battery chemistries likely to become more prominent in the coming years.
• Frost Perspective: New battery chemistries will increase the initial capital cost for diagnostics as they will require advanced tools catering to specific chemistry types.
• However, the overall cost of diagnostics and repair will decline as the performance of batteries improves.

Scope of Analysis

Geographic Scope: Global (Americas/Europe/Asia-Pacific/Africa and the Middle East)

Battery Chemistry: Nickel manganese cobalt (NMC)/lithium ferrophosphate (LFP)/nickel-cobalt-aluminum oxide (NCA)/others (combination of various battery chemistries, such as lithium cobalt oxide [LCO], lithium manganese oxide [LMO], lithium-metal-polymer [LMP], lithium-titanate-oxide [LTO], and nickel-metal hydride [NiMH]) Vehicle Category Passenger Vehicle Class 1 to 3 Study

Objective The study aims to analyze the transformative trends in EV battery testing and diagnostics/repair services Focus

• Trends impacting battery diagnostics and repair
• EV battery diagnostics approaches
• Future battery testing and diagnostics technology
• Business models/technology adopted by operating stakeholders
• Opportunities for stakeholders in the battery diagnostics/repair market
• Repair demand for various battery chemistries in the next 10 years
• Competitive environment - Overview of selected players

Growth Restraints

Restraint

• Lack of Battery Standardization: Various testing and diagnostic tools are required to cope with different battery standards, increasing the overall cost.
• Uncertain Total Cost of Ownership (TCO) of EVs: Uncertainty around battery resale value and replacement cost makes it difficult for fleet owners to calculate the accurate TCO.
• Capital Intensive Equipment: EV battery testing and diagnostics equipment are not capital cost-efficient, which will restrict easy entry for new smaller players.
• Data Security: The extensive collection of vehicle data and usage of cloud-based platforms for diagnostics will cause safety concerns among consumer groups.
• Integration into Older EV Models: Upgrading/Retrofitting older EV models with new EV battery diagnostics methods can be complex and expensive.

Growth Drivers

Driver: Growing Use of Energy Storage Systems

Deploying grid balancing and renewable energy integration via energy storage systems requires extensive battery testing.

Driver: Circular Economy

Testing and diagnostics help assess the accurate remaining useful life of batteries for the second use.

Driver: Integrated Remote Diagnostics

Integrated remote vehicle diagnostics not only optimize charging patterns but also enable timely maintenance.

Driver: Advancements in Battery Technology

Exclusive and specialized techniques/methods become inevitable when testing/diagnosing futuristic batteries to ensure accuracy.

Driver: Regulatory Compliance

Diagnostic tools to monitor battery conditions and ensure compliance with the respective region's regulations will drive quality standards in battery services.

Competitive Environment

Number of Competitors: 20

Competitive Factors: Technology adoption, Business model, Business type applicability

Key End-user Industry Verticals: EV drivers, Fleet operators

Notable Competitors: EV manufacturers: Tesla, BYD, Volkswagen; Non-EV manufacturers: Aviloo GmbH, SK On, Recurrent

Predominant Revenue Model: Aftermarket services, Diagnostics/Repair

Key Competitors

• BYD
• Tesla
• BMW
• GAC
• Volkswagen
• Mercedes Benz
• Geely
• Nissan
• SK On
• LG Energy Solution
• MAHLE
• DEKRA
• Aviloo
• Recurrent
• Cox Automotive
• Midtronics, Inc.
• Bosch Automotive Service Solutions Inc.
• Geotab
• Lepont
• Neware Technology

Table of Contents

Growth Environment: Transformation in the EV Battery Testing and Diagnostic Services Industry

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the EV Battery Testing and Diagnostics Industry

Ecosystem in the EV Battery Testing and Diagnostic Services Industry

• Scope of Analysis
• Process Flow and Focus
• Questions This Study Will Answer
• Competitive Environment
• Key Competitors

Growth Generator in the EV Battery Testing and Diagnostic Services Industry

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Potential Trends Impacting Battery Testing and Diagnostics
• Organizations Standardizing Battery Testing Requirements
• EV Battery Testing Standards
• Government Policies Influencing EV Battery Testing and Diagnostics: Europe
• Government Policies Influencing EV Battery Testing and Diagnostics: United States and Canada
• Battery Repair/Replacement Process
• Collaborations Among Value Chain Stakeholders
• Post-warranty Battery Replacement Cost and Average Battery Size
• Diagnostics/Repair Share by Operating Stakeholder
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Region
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others
• Key Findings

Growth Generator: EV Battery Testing and Diagnostics Technology Overview

• EV Battery Testing/Diagnostics: Primary Focus
• EV Battery Testing/Diagnostics in Consumer Usage Phase: Predominant Testing Methods
• Cell Vs Module Vs Pack Testing
• Battery Module and Pack Level: Testing Procedure and Applications
• Second-life Test Solutions
• EV Battery Management System/Diagnostics: Primary Focus
• EV Battery Management System/Diagnostics: Functioning Methodology
• EV Battery Management/Diagnostics: Key Business Models
• EV Battery Management/Diagnostics: Key Existing Technologies
• EV Battery Management/Diagnostics: Potential Futuristic Technologies
• EV Battery Management/Diagnostics: Potential Futuristic Technologies Overview
• Potential Futuristic Technologies: Working Methodology/Outcome
• Potential Futuristic Technology: Applicability in Battery Diagnostics/Testing Services
• Changing/Upcoming Battery Chemistry/Technology Impacting Diagnostics
• Diagnostics Functions Impacted by Changing/Upcoming Chemistry/Battery Technology
• Battery Diagnostics' Impact on Parts/Service Aftersales Business

Growth Generator: Americas

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Growth Generator: Europe

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Growth Generator: Asia-Pacific

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Growth Generator: Africa and the Middle East

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Competitor Overview

• EV OEM Battery Aftersales Services: Operating Models
• EV OEM Warranty/Diagnostics/Recycling Capability Overview
• EV OEM Technology Adoption Overview
• Selected Non-EV Manufacturers Operating in Battery Testing/Diagnostics
• Opportunities in Battery Diagnostics by Stakeholder: OEM
• Opportunities in Battery Diagnostics by Stakeholder: IAM
• Opportunities in Battery Diagnostics by Stakeholder: Equipment Supplier/Software Solution Provider

Company Profiles

• EV Manufacturer: Tesla
• EV Manufacturer: BYD
• EV Manufacturer: Volkswagen
• Non-EV Manufacturer: Aviloo Battery Diagnostics GmbH
• Non-EV Manufacturer: SK On
• Non-EV Manufacturer: Recurrent

Growth Opportunity Universe in the EV Battery Testing and Diagnostic Services Industry

• Growth Opportunity 1: Collaborate with OEMs and Fleet Operators
• Growth Opportunity 2: Expand Focus on the Energy Storage Market
• Growth Opportunity 3: Use Charging Infrastructure for Battery Monitoring

The Last Word

• The Last Word

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer