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美国汽车电池售后市场规模、份额和趋势分析报告:按电池类型、车型、配销通路和细分市场进行预测(2023-2030)U.S. Automotive Battery Aftermarket Size, Share & Trends Analysis Report By Battery Type (Lithium-ion, Lead Acid, Nickel-based, Sodium-ion, Others), By Vehicle Type, By Distribution Channel, And Segment Forecasts, 2023 - 2030 |
美国汽车电池售后市场的成长与趋势
预计2030年美国汽车电池售后市场规模将达236亿美元,2023年至2030年复合年增长率为5.7%。预计在预测期内,全球电动车销量将大幅成长,这已成为推动市场成长的关键因素之一。
充电插座数量的显着增加和混合电动车(HEV)製造的财政奖励已成为近期电动车市场成长的关键因素。与传统内燃机火车头(ICE)相比,电动车的运作成本较低,预计也将促进市场成长。各政府监管机构已实施政策来支持全球增加电动车的使用。此外,日益严重的污染水平、能源枯竭、全球暖化和生物危害等环境问题正在导致消费者的偏好从传统汽车转向电动车。
领先的电动车製造商也越来越多地将环保材料纳入其生产机制中。例如,福特已开始使用生物基和回收材料来製造其电动车的外部结构。另一方面,日产在电动车环保方面采取了不同的方法。该公司大量使用旧汽车零件、水瓶和塑胶袋来製造电动车的内部和外装零件。
在汽车售后市场,由于数位化与汽车维修、保养和服务提供技术的融合,销售和提供汽车零件的传统模式正在发生动态变化。该行业出现了几家新兴企业,以经济的价格提供自订零件。例如,CarParts.com 和 US Auto Parts Network, Inc. 是全球汽车维修零件供应商。这些新兴企业还提案汽车零件的合理价格估算以及客製化建议。
同样,汽车配件仓库允许用户以经济的价格轻鬆比较和获取配件,并提供电池更换和维护的即时报价。这种融合使得零件供应商甚至可以从远端位置提供取放服务,以进行维修和更换。数位化使汽车维修和保养服务的提供变得透明。汽车零件供应商的数位化意味着OEM现在只需单击一个按钮即可将产品直接运送到世界各地的客户家庭和办公室。
然而,原物料价格的波动正在阻碍美国汽车电池售后市场的成长。氧化铅、硫酸和聚丙烯是电池製造的主要原料。电池盒中使用的聚丙烯源自于碳化合物和石油。聚丙烯的主要原料是原油和天然气。因此,原油和天然气价格的波动在建构电池製造所用塑胶的成本动态发挥着重要作用。
由于供需缺口较大,过去几年原油价格大幅波动。因此,一些国家实施了储备原油资源的政策,以维持国内供应稳定。原油价格波动直接影响下游衍生性商品的製造成本。
领先的製造商和分销商依靠美国各州的地域扩张和併购不断扩大其服务覆盖范围。例如,2017 年 4 月,A123 Systems, LLC 宣布计划在密西根州建立新总公司。这项策略可能有助于该公司在不久的将来扩大在美国的业务。 2014年6月,我们收购了总部位于美国和中国的Leyden Energy的智慧财产权资产。此次策略性收购预计将使公司能够获得莱顿能源的锂离子技术和电池材料,从而增强公司的技术专长。
在美国,大多数汽车售后市场电池由三大公司製造:East Penn Manufacturing Company、Exide Industries Ltd. 和 Johnson Controls。这些公司提供各种品牌的电池,并按照零售商所需的规格製造电池,因此产品规格可能会有所不同。为一半以上市场供应电池的江森自控于 2018 年 11 月宣布,已同意将其动力解决方案业务(包括汽车电池业务)出售给 Brookfield Business Partners LP。
U.S. Automotive Battery Aftermarket Growth & Trends
The U.S. automotive battery aftermarket size is expected to reach USD 23.60 billion by 2030, registering a CAGR of 5.7% from 2023 to 2030, according to a new report by Grand View Research, Inc. Worldwide sales of electric vehicles are anticipated to increase significantly over the forecast period, which will emerge as one of the key factors boosting market growth.
A notable rise in availability of charging outlets and financial incentives for manufacturing Hybrid electric vehicles (HEVs) has emerged as a crucial factor for the growth of the electric vehicle market in the recent past. Lower running cost of electric vehicles compared to that of conventional Internal Combustion Engine (ICE)-operated vehicles is also expected to bolster market growth. Various government regulatory agencies have implemented policies that support increased usage of electric vehicles globally. In addition, environmental issues, such as increasing levels of pollution, energy depletion, global warming, and biological hazards, are leading to a substantial shift in consumer preferences from conventional vehicles to electric vehicles.
Leading manufacturers of electric vehicles are also increasingly incorporating eco-friendly materials in their production mechanisms. Ford, for instance, has started using bio-based and recycled materials to manufacture external structures of its electric vehicles. Nissan, on the other hand, is using a different approach to being environment-friendly when it comes to its electric vehicles. The company extensively uses old car parts, water bottles, and plastic bags to manufacture interior and exterior parts of these vehicles.
The automotive aftermarket is witnessing a dynamic phase change in customary automotive component sales and delivery paradigms with the convergence of digitalization and auto repair and maintenance service delivery techniques. Several start-ups have surfaced in the industry, delivering custom-made components at economical rates. For instance, CarParts.com and US Auto Parts Network, Inc. are leading global auto spare parts suppliers for maintaining vehicles. These start-ups also suggest an estimate for the right price to be paid for an auto component along with recommendations for customizations.
Similarly, 'Auto Parts Warehouse' allows users to compare and get components at economical rates with ease and delivers instant quotes for battery replacement and maintenance. This convergence enables component suppliers to provide pickup and drop services even from remote locations in cases of repair and replacements. Digitalization has, thereby, enabled transparency in auto repair and maintenance service delivery. Digitalization in automotive component suppliers has enabled OEMs to deliver directly to the customer's home or office from across the globe, at the click of a button.
However, fluctuating raw material prices are hampering the growth of the U.S. automotive battery aftermarket. Lead oxide, sulfuric acid, and polypropylene are key raw materials used to manufacture batteries. Polypropylene, which is used to make cases for batteries, is derived from carbon compound and petroleum. Crude oil and natural gas derivatives are the primary feedstock used to produce polypropylene. Therefore, fluctuation in prices of crude oil and natural gas plays a key role in structuring the cost dynamics of plastics used for battery manufacturing.
Crude oil witnessed tremendous fluctuation in prices over the past few years owing to the large supply-demand gap. As a result, several nations implemented policies in order to stock up on crude oil resources to maintain constant internal supply. Volatility in prices of crude oil also has a direct impact on the manufacturing cost of its downstream derivatives.
Key manufacturers and distributors are continuously expanding their service reach by resorting to geographical expansion and mergers and acquisition across U.S. states. In April 2017, for instance, A123 Systems, LLC announced plans to construct a new headquarter in Michigan. This strategy is likely to help the company in amplifying its presence in U.S. over the near future. In June 2014, the company acquired intellectual property-related assets of Leyden Energy, based in California, U.S., and China. This strategic acquisition is projected to benefit the company in gaining access to the latter's lithium-ion technology and battery materials, thus widening the former's technological expertise.
In U.S., most automotive aftermarket batteries are manufactured by three leading companies, namely East Penn Manufacturing Company, Exide Industries Ltd., and Johnson Controls. These companies offer batteries under various brand names, which manufactures batteries according to desired specification of retailers, so the specifications of their products may vary. Johnson Controls, which supplies batteries to more than half market, announced in November 2018 that it has agreed to sell its power solutions business, which involves automotive battery business, to Brookfield Business Partners L.P. The transaction was valued at nearly USD 13.2 billion.