汽车电池市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)
市场调查报告书
商品编码
1189912

汽车电池市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

Automotive Battery Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

汽车电池市场预计到 2021 年将达到 460 亿美元,到 2027 年将达到 650 亿美元,预测期内(2022-2027 年)的复合年增长率为 5.5%。

COVID-19 的影响对于任何行业来说都是不可避免的,因为製造设备在世界各地不断关闭和关闭。 COVID-19 大流行使电池供应链陷入停滞,因为大多数电池都是在中国製造的,这凸显了对中国的依赖和相关风险。 这增加了各种利益相关者对美国和欧盟地区供应链本地化/区域化的兴趣,为市场的新机遇铺平了道路。

由于电池价格下跌、石油储量减少以及传统汽车对环境的影响,最终用户对零排放混合动力和电动汽车的偏好推动了全球汽车电池市场。因此,预计将呈现稳定预测期内的增长。 此外,全球电池产能的增加有助于实现汽车电池行业的规模经济,这也是市场增长的主要因素。

亚太地区的增长率最高,预计未来几年将进一步增长。 另一方面,由于对商用车和乘用车的高需求,中国是汽车电池市场增长最快的地区。

主要市场趋势

锂离子电池领域有望大幅增长

锂离子电池市场预计在预测期内增长最快。 锂离子电池用于需要高能量密度解决方案的应用,例如混合动力和电动汽车。 此外,为了提高汽车的经济效率,製造商不断努力降低电池的价格,这正在推动全球市场的增长。

与传统电池技术相比,锂离子电池充电速度更快、续航时间更长,并且具有更高的功率密度,让您在更轻的包装中获得更长的电池寿命。 与铅酸电池、镍氢电池等传统电池相比,车用锂离子电池已成为一种环保的可充电电源。

随着美国、印度、德国和日本等国家收紧燃油经济性法规,製造商正努力降低锂离子电池的成本,从而增加了对电动汽车的需求。 例如,2019 年 9 月,玛鲁蒂铃木与东芝和电装合作,在印度古吉拉特邦安装了全球最大的汽车锂离子电池製造工厂。

许多政府正在为电动汽车的普及提供激励/税收抵免,预计这将推动对汽车锂离子电池的需求。 例如,在美国,每购买一辆新的电动汽车,IRS(国税局)的税收抵免范围为 2,500 美元至 7,500 美元。 同样,购买电动汽车可在加利福尼亚州获得 2,500 美元的退税,在特拉华州获得 1,000 美元的退税,在科罗拉多州获得 5,000 美元的税收抵免。

亚太地区主导汽车电池市场

由于乘用车和商用车对电动汽车的需求不断增加,预计亚太地区的汽车电池价值增长最快。 然而,北美主导汽车电池市场前景,因为所有铅酸电池製造商都位于该地区。

韩国、印度、马来西亚和印度尼西亚等多个国家/地区对汽车应用产品的需求不断增长,可能会在预测期内影响该地区的增长。 此外,各公司继续开发产品以製造具有成本效益和高性能的车辆,预计将有助于该地区的市场增长。 此外,政府提供补贴以促进电动汽车普及的努力也有望在预测期内推动市场增长。

除上述因素外,多家电动汽车製造商已与亚洲的汽车电池製造商达成协议或交易,推动了该地区对汽车电池的需求。 例如,宝马和大众已经签署了从宁德时代、韩国LG化学和三星SDI采购电池的协议。

竞争格局

由于製造商众多,汽车电池市场竞争激烈。 市场取决于原材料供应商和製造商。 併购和合资企业是市场参与者为增加市场占有率而采取的主要战略之一。 例如

  • Exide Technologies 通过与 Shenyang Dongbei Storage Battery Co. 的合资企业在中国开展业务。 这有助于汽车电池的大规模生产。
  • 松下和丰田宣布了联合生产电动汽车电池的计划。 松下宣布,已在松下与特斯拉在内华达州建立的超级工厂开始量产电动汽车电池。

市场上的其他主要参与者包括 A123 Systems LLC、LG Chem、BYD、East Penn Manufacturing Company、Robert Bosch GmBH、EnerSys、Exide Technologies 和 GS Yuasa Corporation。

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
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 电池类型
    • 铅酸
    • 锂离子
    • 其他电池类型
  • 汽车
    • 乘用车
    • 商用车
  • 驱动系统
    • 内燃机
    • 电动汽车
  • 按地区
    • 北美
      • 美国
      • 加拿大
      • 其他北美地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 其他欧洲
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 世界其他地区
      • 南美洲
      • 中东和非洲

第六章竞争格局

  • 供应商市场份额
  • 公司简介
    • A123 Systems
    • Panasonic Corporation
    • Exide Technologies
    • VARTA
    • Clarios
    • GS Yuasa Corporation
    • Hitachi Group Ltd
    • Robert Bosch GmbH
    • China Aviation Lithium Battery Co. Ltd
    • Contemporary Amperex Technology Co. Limited
    • SAMSUNG SDI CO. LTD
    • East Penn Manufacturing Co.
    • LG Chem Ltd.

第7章 市场机会今后动向

简介目录
Product Code: 51801

The Automotive Battery Market was valued at USD 46 billion in 2021, and it is expected to reach USD 65 billion by 2027, registering a CAGR of 5.5% during the forecast period (2022 - 2027).

The impact of COVID-19 is inevitable on any industry as there were continuous lockdowns and halts of manufacturing units worldwide. The COVID-19 pandemic slowed battery supply chains as most battery cells are manufactured in China, thereby highlighting the dependence on China and the associated risks. This has spurred interest among various stakeholders for localization/regionalization of supply chains in the US and EU regions, paving the way for new opportunities in the market.

The global automotive battery market is anticipated to witness steady growth during the forecast period due to the increasing preference of end users for zero-emission hybrid and electric vehicles, owing to the falling battery price, reducing crude oil reserves, and environmental effects of conventional automobiles. In addition to this, an increase in the global battery production capacity has helped achieve economies of scale in the automotive battery industry, another major driver for market growth.

The highest growth rate is observed in Asia-Pacific, and the region is expected to grow further in the coming years. Conversely, China ranks as the fastest-growing automotive battery market, owing to the high demand for commercial and passenger vehicles.

Key Market Trends

The Lithium-Ion Battery Segment Expected To Have Significant Growth

The market for lithium-ion batteries is anticipated to observe the fastest growth during the forecast period. A lithium-ion battery is equipped for applications that demand high-energy density solutions, such as hybrid and electric automobiles. Additionally, to increase vehicle economies, manufacturers are continuously focusing on reducing the price of the battery, propelling the market growth globally.

Compared to the traditional battery technology, lithium-ion batteries charge faster, last longer, and they have a higher power density for more battery life in a lighter package. The automotive lithium-ion battery has emerged as an eco-friendly, rechargeable power source compared to conventional batteries such as lead-acid and nickel-metal hydride batteries.

With stringent fuel efficiency norms in countries such as United States, India, Germany, and Japan, manufacturers are trying to reduce the cost of lithium-ion batteries, increasing the demand for electric vehicles. For instance, in September 2019, Maruti Suzuki partnered with Toshiba and Denso to set up the world's largest automotive lithium-ion battery manufacturing unit in Gujrat (India).

Numerous governments are providing incentives/ tax credits to promote the use of electric vehicles, which is expected to increase the demand for automotive lithium-ion batteries. For instance, the IRS (Internal Revenue Service) tax credit is USD 2,500-7,500 per new electric vehicle purchased in United States. Similarly, California provides USD 2,500 rebates, Delaware provides USD 1,000 rebates, and Colorado provides USD 5,000 tax credits on purchasing electric vehicles.

The Asia-Pacific Region to Dominate the Automotive Battery Market

The Asia-Pacific region is expected to have the fastest growth in the value of the automotive battery, owing to the increasing demand for electric passenger and commercial cars. However, North America dominates the automotive battery market outlook as all the string lead-acid battery manufacturers are in the region.

Growing product demand for automotive applications in various countries, including South Korea, India, Malaysia, and Indonesia, is likely to influence the region's growth during the forecast period. Furthermore, ongoing product developments by various companies to manufacture cost-efficient and high-performance vehicles are projected to contribute to the regional market's growth. In addition, government initiatives to provide subsidies to increase the adoption of electric vehicles are also anticipated to drive market growth during the forecast period.

Apart from the factors above, various electric vehicle manufacturers have signed contracts or deals with Asia's vehicle battery manufacturers, augmenting the demand for automotive batteries in the region. For instance, BMW and Volkswagen signed contracts to buy batteries from CATL, and Korean producers, LG Chem and Samsung SDI.

Competitive Landscape

The Automotive Battery Market is highly competitive, owing to the presence of numerous manufacturers. The market is dependent on raw material suppliers and manufacturers. Mergers, acquisitions, and joint ventures are among the key strategies market players adopt to consolidate their market presence. For Instance,

  • Exide Technologies operates in China through its joint venture with Shenyang Dongbei Storage Battery Co. This helps in the mass production of automotive batteries in the market.
  • Panasonic and Toyota announced their plan to produce batteries for electric vehicles jointly. Panasonic announced that the mass production of batteries for electric vehicles began in the Gigafactory set up by the collaboration of Panasonic and Tesla in Nevada.

Some other key players operating in the market include A123 Systems LLC, LG Chem, BYD Co. Ltd, East Penn Manufacturing Company, Robert Bosch GmBH, EnerSys, Exide Technologies, and GS Yuasa 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 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lead-Acid
    • 5.1.2 Lithium-Ion
    • 5.1.3 Other Battery Types
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Drive Type
    • 5.3.1 Internal Combustion Engine
    • 5.3.2 Electric 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 France
      • 5.4.2.3 United Kingdom
      • 5.4.2.4 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 China
      • 5.4.3.2 India
      • 5.4.3.3 Japan
      • 5.4.3.4 South Korea
      • 5.4.3.5 Rest of Asia-Pacific
    • 5.4.4 Rest of the World
      • 5.4.4.1 South America
      • 5.4.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 A123 Systems
    • 6.2.2 Panasonic Corporation
    • 6.2.3 Exide Technologies
    • 6.2.4 VARTA
    • 6.2.5 Clarios
    • 6.2.6 GS Yuasa Corporation
    • 6.2.7 Hitachi Group Ltd
    • 6.2.8 Robert Bosch GmbH
    • 6.2.9 China Aviation Lithium Battery Co. Ltd
    • 6.2.10 Contemporary Amperex Technology Co. Limited
    • 6.2.11 SAMSUNG SDI CO. LTD
    • 6.2.12 East Penn Manufacturing Co.
    • 6.2.13 LG Chem Ltd.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS