封面
市场调查报告书
商品编码
1750757

固定用电池产业,全球市场 2025-2035

Stationary Batteries Industry, Global, 2025-2035

出版日期: | 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

能源储存和关键电力需求推动电池采用

政府和企业正在大力投资可再生能源,尤其是太阳能和风能,以减少碳排放和对石化燃料的依赖。可再生能源具有间歇性,因此需要投资补充电网支援解决方案。电池能源储存解决方案可以稳定电网并为所有者提供商机。锂离子电池在这个领域占主导地位。在电池能源储存之外,情况有所不同。铅酸电池在许多最终用户领域已经很成熟,为企业提供了经济高效的解决方案,并在电讯、公用事业设备、工业和资料中心等领域占据主导地位。然而,随着锂离子电池技术在价格上与铅酸电池相当,其应用将显着增加。固定用电池市场规模预计将以 12.8% 的复合年增长率从 2024 年的 334 亿美元增长到 2035 年的 1,112 亿美元。大部分成长将来自电网、商业和工业以及住宅电池能源储存系统係统。随着消费者越来越注重成本,并且能够接触到更广泛的产品,成本、可用性、回收、更换和维护将在电池选择中发挥关键作用。特定地区以及不愿放弃现有技术的因素也会影响电池的选择。政府的奖励将推动新型电池化学技术的采用,并对未来的部署至关重要。

目录

策略要务

  • 为何成长变得越来越困难?
  • The Strategic Imperative 8(TM)
  • 三大策略要务对固定用电池产业的影响

定义

  • 分析范围
  • 电池能源储存终端用户细分与定义
  • 最终用户细分和定义
  • 产业应用与定义
  • 区域细分

成长机会分析

  • 主要发现
  • 主要竞争对手-锂离子
  • 主要竞争对手-铅酸电池
  • 主要竞争对手-液流电池
  • 成长动力
  • 成长抑制因素
  • 预测先决条件
  • 收益预测
  • 按最终用户预测收益
  • 各地区收益预测
  • 按应用分類的收益预测
  • 各地区收益预测分析

预测:依化学分类

  • 电池化学收益预测
  • 锂离子电池终端用户收益预测
  • 最终用户收益预测-铅酸
  • 按最终用户的收益预测 - Flow
  • 最终用户收益预测-钠
  • 竞争环境
  • 顶级参与企业的收益占有率-锂离子电池
  • 锂离子电池收益占有率分析
  • 竞争环境
  • 铅酸电池主要参与企业收益占有率
  • 收益占有率分析-铅酸电池

预测:按最终用户市场 - BESS

  • 电网规模电池储能係统(BESS)的收益预测
  • 电网规模电池储能係统(BESS)收益预测(依化学成分)
  • C&I 电池储能收益预测
  • C&I BESS 化学品收益预测
  • 住宅电池储能係统 (BESS)收益预测
  • 住宅电池储能係统 (BESS)收益预测(按化学成分)

预测:按最终用户市场 - 工业电池

  • 资料中心收益预测
  • 数据中心收益预测(按化学成分)
  • 电信收益预测
  • 电信公司化学品收益预测
  • 工业收益预测
  • 化学品行业收益预测
  • 公用事业设备收益预测
  • 公用事业设备收益预测(按化学品)
  • 商业和公共设备收益及预测
  • 商业和公共设备收益预测(按化学品)
  • 电动车基础设施收益预测
  • 电动车基础设施收益预测(按化学品)
  • 交通基础设施收益预测
  • 交通基础设施化学品收益预测
  • 石油和天然气收益预测
  • 石油和天然气化学品收益预测
  • 离网系统收益预测
  • 离网系统收益预测(依化学成分)

成长机会宇宙

  • 成长机会1:整合与地理扩张
  • 成长机会2:新产品开发
  • 成长机会3:用于电池储存的二次电池

附录

  • 其他竞争对手

后续步骤Next steps

  • 成长机会的益处和影响
  • 后续步骤Next steps
  • 文件清单
  • 免责声明
简介目录
Product Code: PFUI-27

Energy Storage and Critical Power Requirements Drive Battery Usage

Governments and companies are investing heavily in renewable energy, especially solar pv and wind, to reduce carbon emissions and fossil fuel dependency. The intermittent nature of renewables requires investment in complimentary grid support solutions. Battery energy storage solutions can provide stability to grids and revenue opportunities for owners. Li-ion batteries dominate this segment. Beyond battery energy storage, the situation is different. Lead acid batteries are well-established in many end-user segments, providing companies with a cost-effective solution, and dominate segments such as telecom, utility equipment, industrial, and datacenters. However li-ion will make significant inroads as the technology reaches price parity with lead acid. The total market size for stationary batteries will increase from $33.4 billion in 2024 to $111.2 billion in 2035, at a compound annual growth rate (CAGR) of 12.8%. The majority of this growth comes from grid, commercial & industrial, and residential battery energy storage systems. Cost, availability, recycling, replacement, and maintenance play a significant role in determining battery choice, as consumers become cost-conscious and have access to a wide product range. The specific region and a reluctance to move away from established technologies also impact battery choice. Government incentives drive new battery chemistry adoption and will be crucial to future deployment.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8
  • Impact of the Top 3 Strategic Imperatives on the Stationary Battery Industry

Definitions

  • Scope of Analysis
  • Battery Energy Storage End-User Segmentation & Definitions
  • End-User Segmentation & Definitions
  • Industrial Applications & Definitions
  • Regional Segmentation

Growth Opportunity Analysis

  • Key Findings
  • Key Competitors-Lithium Ion
  • Key Competitors-Lead Acid
  • Key Competitors-Flow Batteries
  • Growth Drivers
  • Growth Restraints
  • Forecast Assumptions
  • Revenue Forecast
  • Revenue Forecast by End User
  • Revenue Forecast by Region
  • Revenue Forecast by Application
  • Revenue Forecast Analysis by Region

Forecast by Chemistry

  • Revenue Forecast by Battery Chemistry
  • Revenue Forecast by End User-Lithium Ion
  • Revenue Forecast by End User-Lead Acid
  • Revenue Forecast by End User-Flow
  • Revenue Forecast by End User-Sodium
  • Competitive Environment
  • Revenue Share of Top Participants-Li-ion Batteries
  • Revenue Share Analysis-Li-ion
  • Competitive Environment
  • Revenue Share of Top Participants-Lead Acid Batteries
  • Revenue Share Analysis-Lead Acid Batteries

Revenue Forecast by End User Market-BESS

  • Grid-Scale BESS Revenue Forecast
  • Grid-Scale BESS Revenue Forecast by Chemistry
  • C&I BESS Revenue Forecast
  • C&I BESS Revenue Forecast by Chemistry
  • Residential BESS Revenue Forecast
  • Residential BESS Revenue Forecast by Chemistry

Revenue Forecast by End User Market-Industrial Batteries

  • Datacenter Revenue Forecast
  • Datacenter Revenue Forecast by Chemistry
  • Telecom Revenue Forecast
  • Telecom Revenue Forecast by Chemistry
  • Industrial Revenue Forecast
  • Industrial Revenue Forecast by Chemistry
  • Utility Equipment Revenue Forecast
  • Utility Equipment Revenue Forecast by Chemistry
  • Commercial & Public Buildings Equipment Revenue Forecast
  • Commercial & Public Buildings Equipment Revenue Forecast by Chemistry
  • EV Infrastructure Revenue Forecast
  • EV Infrastructure Revenue Forecast by Chemistry
  • Transport Infrastructure Revenue Forecast
  • Transport Infrastructure Revenue Forecast by Chemistry
  • Oil & Gas Revenue Forecast
  • Oil & Gas Revenue Forecast by Chemistry
  • Offgrid Systems Revenue Forecast
  • Offgrid Systems Revenue Forecast by Chemistry

Growth Opportunity Universe

  • Growth Opportunity 1: Consolidation and Geographic Expansion
  • Growth Opportunity 2: New Product Development
  • Growth Opportunity 3: Second-life Batteries for Battery Storage

Appendix

  • Other Competitors

Next Steps

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