汽车电池管理系统市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

汽车电池管理系统市场预计将在 2021 年达到 51.7 亿美元，在预测期间（2022-2027 年）以超过 12.7% 的复合年增长率增长。

市场似乎前景广阔，因为电动汽车在全球范围内越来越受欢迎。 随着汽车电气化进程的推进，汽车製造商对安全、最佳地使用汽车电池组中存储的能量的需求显着增加。

2020 财年，受 COVID-19 影响，供应链受到影响，需求低迷。 由于政府强制封锁，生产基地关闭，导致 2020 年第二季度的年销售额下降。 COVID-19 大流行降低了消费者的购买力，导致石油和汽油价格大幅下跌。 由于汽油价格下降，配备内燃机 (ICE) 的传统车辆的总拥有成本可能会降低。 在大多数细分市场中，电动汽车的总拥有成本仍低于传统内燃机，但优势并不大，这种转变可能会影响销售。 此外，自 2021 年第二季度以来，市场的销量和年销量都在復苏。 您的供应链正在高效运作。 因此，市场在预测期内可能会显着增长。

因此，汽车行业对电池管理系统的需求显着增长，预计在预测报告期内将继续增长。 此外，地方政府关于采用电动汽车的政策在很大程度上推动了商业动态。 公司专注于进入国际贸易，并大力投资于研发项目。

由于世界上大多数电动汽车都使用锂离子电池，因此预计对电动汽车的需求将会增加，这很可能在预测期内成为市场的主要推动力。 电池管理系统对于锂离子电池的安全和最佳运行至关重要。

汽车製造商正在推出多项计划以推出更多电动汽车。 我们还建立合作伙伴关係并进行投资以提高我们在市场上的竞争力。 例如：

*2021年4月，PACCAR宣布与Romeo Power Inc.签署为期五年的电池动力系统供应协议。 PACCAR 可能为其北美重型纯电动汽车 Peterbilt 579EV 和 Peterbilt 520EV 垃圾车采购 Romeo Power 的电池组和电池管理软件。

* Mahindra 和 Mahindra (M&M) 宣布，他们将在未来三年内向电动汽车 (EV) 领域投资 30 亿印度卢比。 Mahindra 正在寻求 EV 领域的合作伙伴关係，包括电池管理系统。 我们还计划推出一个新的电动汽车平台。

车载电池管理系统市场趋势

对智能电池管理系统的需求不断扩大

启动/停止、电动助力转向和电子製动系统等功能会增加电池的功率负载。 因此，从舒适到安全级别对所有这些电气负载进行优先排序是汽车电气系统中的一个关键挑战。 智能电池管理系统 (IBMS) 越来越受到汽车製造商的青睐，并在所有地区得到广泛采用。 IBMS 由先进的电子设备组成，例如测量充电状态 (SOC)、健康状态 (SOH) 和整个电池温度的电池传感器，这些电子设备以串联和并联阵列连接到车辆的电池组。

同时执行三个 IBMS 测量，即使在快速变化的车辆条件下也能进行准确测量。 借助 IBMS，电动汽车系统可以按逻辑顺序关闭，提醒服务人员注意即将发生的电池问题，并保护他们免受电池爆炸的影响。 智能电池传感器的领先供应商包括大陆集团、海拉和博世。

亚太地区和欧洲对电动汽车的需求不断增长

除了传统的内燃机汽车，电动汽车的需求也有望推动电池管理系统市场的增长。 随着每个地区排放法规的收紧，预计在预测期内对电动汽车的需求将会增加。 与 2020 年相比，2021 年全球电动汽车销量将大幅增长 109% 以上。

电动汽车的主要信息来源是电池，这将推动对高效、先进的电池管理系统的需求。 到 2021 年，亚太地区将占据电池管理系统市场的很大份额。 例如：

• 2021 年 6 月，海拉宣布与恆大集团合资成立海拉恆大电子（深圳）有限公司，开发和生产高压电池管理系统。 海拉将主要在电池电子领域做出贡献，共同开发高端电池管理系统。
• 2021 年 6 月，Sharda Motor Industries Limited (SMIL) 和 Kinetic Green Energy and Power Solutions Limited（Kinetic Group 旗下公司）成立合资企业，在印度为电动汽车和固定应用开髮带电池管理系统的电池组 A 业务（合资）合同已经签署。

随着电动汽车销量的激增，欧洲市场在 2021-2022 年实现了更快的增长。 欧洲市场在预测期内将进一步增长，因为欧盟政府正在密切监控排放标准，挪威和荷兰等一些欧洲国家计划到 2025 年禁止生产内燃机汽车。当时预测。

汽车电池管理系统市场竞争分析

市场高度整合，主要参与者包括 DENSO Corporation、Robert Bosch GmbH、Hitachi Ltd、Panasonic Corporation、Calsonic Kansei。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查先决条件
• 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

• 市场驱动因素
• 市场製约因素
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 零件
  • 电池集成电路
  • 电池传感器
  • 其他组件（用于 IBMS 等的电子零件和材料）
• 推进方式
  • 内燃机汽车
  • 电动汽车（HEV、PHEV、BEV）
• 汽车模型
  • 乘用车
  • 商用车
• 按地区
  • 北美
    • 美国
    • 加拿大
    • 其他北美地区
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 挪威
    • 荷兰
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 其他亚太地区
  • 世界其他地方
    • 巴西
    • 南非
    • 其他国家

第六章竞争格局

• 供应商市场份额
• 公司简介
  • Robert Bosch GmbH
  • Panasonic Corporation（Ficosa）
  • LG Chem
  • Calsonic Kansei Corporation
  • Hitachi Ltd
  • Mitsubishi Electric Corporation
  • Continental AG
  • LiTHIUM BALANCE
  • Preh GmbH
  • LION E Mobility AG
  • Ningbo Joyson Electronic Corporation

第7章 市场机会今后动向

The automotive battery management system market was valued at USD 5.17 billion in 2021, and it is expected to register a CAGR of over 12.7% during the forecast period (2022-2027). The market seems to be promising due to the increased adoption of electric vehicles globally. With growing electrification in vehicles, the need for safe and optimum use of the energy stored in a vehicle battery pack has increased significantly among automakers.

Demand remained muted during the FY 2020 due to COVID-19, which affected the supply chain. Government-regulated lockdowns shut down the production houses, causing a decline in annual sales during Q2 FY2020. The COVID-19 pandemic decreased consumer purchasing power and contributed to a significant drop in oil and gasoline prices. For traditional vehicles with internal combustion engines (ICEs), the drop in gasoline prices may decrease the total cost of ownership. Although EVs will still have lower total costs of ownership than traditional ICE vehicles in most segments, the advantage will not be as great, and this shift could influence sales. Moreover, the market has been recovering after Q2 2021 in terms of revenue and annual sales. The supply chain is working efficiently. Thus, the market is likely to grow significantly during the forecast period.

Thus, the demand for battery management systems from the automotive industry has been growing significantly, and it is expected to continue to grow during the forecast report. In addition, regional government policies regarding EV adoption have primarily driven the business dynamics. Companies are focusing on entering international deals and are heavily investing in R&D projects.

The anticipated increase in demand for electric vehicles may primarily drive the market during the forecast period, as most electric vehicles worldwide utilize lithium-ion batteries. The battery management system is essential for the safe and optimal performance of lithium-ion batteries.

Automakers are initiating several plans to launch a greater number of electric vehicles. They are also entering partnerships and making investments to have a competitive edge in the markets. For instance,

* In April 2021, PACCAR announced a five-year supply agreement for battery power systems with Romeo Power Inc. PACCAR may purchase Romeo Power's battery packs and battery management software for heavy-duty battery-electric Peterbilt 579EV vehicles and Peterbilt 520EV refuse trucks in North America.

* Mahindra & Mahindra (M&M) announced an investment of INR 30 billion in electric vehicle (EV) space over the next three years. Mahindra is exploring partnerships in the EV segment, including battery management systems. It is also planning to launch a new EV platform.

Automotive Battery Management Systems Market Trends

Increasing Demand for Intelligent Battery Management System

Features like start/stop, electric power steering, and electronic braking systems have increased the battery's power load. Therefore, prioritizing all these electrical loads on a scale from comfort to safety level has been a significant issue in a vehicle's electrical system. Intelligent battery management systems (IBMSs) have been gaining attention among automakers and are being widely adopted across all regions. IBMS consists of advanced electronics, such as battery sensors that measure the state of charge (SOC), state of health (SOH), and temperature across a cell, connected in series and parallel arrays in a vehicle battery pack.

All three measurements by IBMS have been taken simultaneously to ensure accurate measurements, even during rapidly changing vehicle conditions. The usage of IBMS aids in shutting down these electric vehicle systems in a logical order and warning the drivers about the impending battery problem to keep them safe from battery explosions. The prominent suppliers of intelligent battery sensors include Continental AG, Hella, and Bosch.

Growing Demand for Electric Vehicles in Asia-Pacific and Europe

Apart from conventional IC engine vehicles, the demand for electric vehicles is anticipated to boost the growth of the battery management system market. With stringent emission regulations across every region, the electrical vehicle demand is likely to increase during the forecast period. Global electric vehicle sales increased dramatically to more than 109% in 2021 compared to 2020.

The battery is the primary source of power for electric vehicles, which is likely to drive the demand for an efficient and advanced battery management system. The Asia-Pacific region covered a significant share of the battery management system market in 2021. For instance,

• In June 2021, Hella announced its joint venture (JV) with Evergrande Group, HELLA Evergrande Electronics (Shenzhen) Co., to develop and produce high-voltage battery management systems. Hella is primarily contributing to the field of battery electronics and jointly developing high-class battery management systems.
• In June 2021, Sharda Motor Industries Limited (SMIL) and Kinetic Green Energy and Power Solutions Limited, a Kinetic Group company, entered a joint venture (JV) agreement to develop battery packs with battery management systems for electric vehicles and stationary applications in India.

The market in Europe registered a faster growth rate due to its rapidly increasing electric vehicle sales in 2021-2022. The market in Europe is anticipated to grow further during the forecast period, with the EU government strictly monitoring the emission standards and planning to impose a ban on manufacturing IC engine vehicles by 2025 in a few European countries, like Norway and the Netherlands.

Automotive Battery Management Systems Market Competitive Analysis

The market is highly consolidated with major players, like DENSO Corporation, Robert Bosch GmbH, Hitachi Ltd, Panasonic Corporation, and Calsonic Kansei Corporation.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Components
  • 5.1.1 Battery IC
  • 5.1.2 Battery Sensors
  • 5.1.3 Other Components (Electronics and Materials Used in IBMS)
• 5.2 Propulsion Type
  • 5.2.1 IC Engine Vehicle
  • 5.2.2 Electric Vehicle (HEV, PHEV, and BEV)
• 5.3 Vehicle Type
  • 5.3.1 Passenger Cars
  • 5.3.2 Commercial Vehicles
• 5.4 Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Rest of North America
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Norway
    • 5.4.2.5 The Netherlands
    • 5.4.2.6 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 Rest of Asia-Pacific
  • 5.4.4 Rest of the World
    • 5.4.4.1 Brazil
    • 5.4.4.2 South Africa
    • 5.4.4.3 Other Countries

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles
  • 6.2.1 Robert Bosch GmbH
  • 6.2.2 Panasonic Corporation (Ficosa)
  • 6.2.3 LG Chem
  • 6.2.4 Calsonic Kansei Corporation
  • 6.2.5 Hitachi Ltd
  • 6.2.6 Mitsubishi Electric Corporation
  • 6.2.7 Continental AG
  • 6.2.8 LiTHIUM BALANCE
  • 6.2.9 Preh GmbH
  • 6.2.10 LION E Mobility AG
  • 6.2.11 Ningbo Joyson Electronic Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS