电池市场 - 增长、趋势和预测 (2023-2028)

到 2022 年，电池芯市场预计将达到 420.8 亿美元，预测期内的复合年增长率为 14.32%。

我们研究的市场在 2020 年受到 COVID-19 大流行的影响，并已恢復到大流行前的水平。 预计在预测期内，对电池的需求不断增长将推动市场增长。 此外，主要受锂离子电池价格下降推动的电动汽车的迅速普及预计将推动所研究市场的增长。 然而，缺乏电池金属的直接可用性限制了市场增长。 随着技术的进步，智能小工具的价格预计会下降并变得普通消费者能够负担得起，这有望在预测期内提供增长机会。

亚太地区主导市场，预计在预测期内将保持最高的复合年增长率。 大部分需求来自中国和印度等国家。

主要市场趋势

棱镜电池领域有望主导市场

棱柱形电芯是 1990 年代初引入电池行业的一种电芯。 最新的棱柱形电池满足了对更薄尺寸的需求，并采用口香糖盒或小巧克力棒等雅緻包装进行包装。 矩形单元格通过分层方法充分利用空间。 也有方形的细胞被捲起来压扁，形成伪方形的果冻卷。 这些电池通常用于 800mAh 至 4000mAh 的手机、平板电脑和轻薄型笔记本电脑。

棱柱形电池也有更大尺寸，封装在焊接铝製外壳中，容量从 20 到 50Ah。 它们主要用于混合动力和电动汽车的储能係统和电力传动系统。 因此，如果方形电池尺寸较大，则不适用于电动自行车和手机等小型设备。 棱柱形锂电池具有最佳的单位体积功率能量比，使其成为物料搬运设备 (MHE) 的首选技术。 因此，这些电池适用于能源密集型应用。

这些电池单元类型因其高容量和棱柱形形状而广受欢迎，这使得连接四个电池单元以创建 12V 电池组变得很容易，从而提高了空间利用率并允许设计灵活性。正在获胜。 它具有最高的标称容量和千瓦时能量，电池的整体能量密度也高于其他电池。 这些电池不会膨胀。 这些优于其他电池的优势使它们受到最终用户的青睐。 然而，与圆柱形设计相比，它们的製造成本更高，热管理效率更低，循环寿命更短。

2022 年 1 月，韩国电池巨头 LG Energy Solution Ltd 计划在其锂离子电池系列中增加一种方形电池类型。 该公司透露，它可能会在其产品组合中增加一个矩形形状，以扩大其客户群。 随着特斯拉和大众等顶级电动汽车製造商在 2021 年初采用矩形电池，三星目前正在转向使用以中国宁德时代为首的 LFP（磷酸铁锂）的矩形电池。SDI 和 SK ON 等本土竞争对手正在取得进展.

大众汽车决定到 2030 年在其多达 80% 的电动汽车中使用棱柱形电池后，三星 SDI 和 SK-on 都转向棱柱形封装。 2022年7月，大众汽车集团宣布将在德国萨尔茨吉特建立首家电芯工厂。 宣布高达 80% 的模型将使用棱镜型统一电池。 该工厂预计将于 2025 年投产，新电池工厂名为 SalzGiga，预计年产能将达到 40GWh，相当于约 50 万辆电动汽车。

因此，由于上述因素，方形电池部分有望在预测期内呈现显着增长。

亚太地区有望实现显着增长

亚太地区是最大的消费电子产品製造商和出口商，由于其高生产能力，主要由中国主导。 预计该地区将在预测期内主导消费电子製造业。 因此，亚太电池市场有望受益于消费电子领域的增长。

中国是世界领先的电池製造和使用国家之一，应用广泛。 2020年，中国将生产全球76%的锂离子电池和全球44%的电动汽车。 中国是电子行业的枢纽，这意味着 2021 年手机出口总额的近 48.4% 将来自中国，使中国成为电池行业的重要市场参与者。

韩国是圆柱形和方形电池的主要消费国，这些电池主要用于消费电子产品、家居用品和电动汽车电池。 近年来，随着韩国半导体出口预期放缓，电动汽车用电池成为新的支柱，有望在未来几年拉动韩国经济。

2022年7月，GODI以21700颗圆柱形锂离子电池“NMC811 3.65V-4.5Ah”成为印度首家获得印度标准局（BIS）认证的公司。 该公司的目标是到 2024 年建立锂离子电池製造工厂。 新获得认证的电池有望满足印度电动汽车和 ESS 行业的需求。 因此，未来的投资有望在预测期内推动印度电池市场的增长。

因此，由于上述因素，预计亚太地区在预测期内将出现显着增长。

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

• 调查范围
• 市场定义
• 调查假设

第 2 章执行摘要

第三章研究方法论

第 4 章市场概述

• 简介
• 到 2027 年的市场规模和需求预测（单位：亿美元）
• 近期趋势和发展
• 政府法规和政策
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 波特的五力分析
  • 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

• 按类型
  • 棱镜类型
  • 圆柱形
  • 手袋
• 通过使用
  • 汽车电池（HEV、PHEV、EV）
  • 工业电池（动力、固定（通信、UPS、储能係统 (ESS) 等））
  • 便携式电池（家用电器等）
  • 电动工具电池
  • SLI 电池
  • 其他用途
• 区域信息
  • 北美
  • 亚太地区
  • 欧洲
  • 中东和非洲
  • 南美洲

第六章竞争格局

• 併购、合作、合资
• 主要参与者采用的策略
• 公司简介
  • BYD Co. Ltd
  • Contemporary Amperex Technology Co. Limited
  • Duracell Inc.
  • EnerSys
  • GS Yuasa Corporation
  • Shenzhen ACE Battery Co. Ltd
  • LG Energy Solution Ltd
  • Panasonic Corporation

第7章 市场机会与未来动向

The battery cell market is expected to reach USD 42.08 billion in 2022, registering a CAGR of 14.32% during the forecast period.

Although the market studied was affected by the COVID-19 pandemic in 2020, it recovered and reached pre-pandemic levels. The growing demand for battery cells is expected to boost the market's growth during the forecast period. The rapid adoption of electric vehicles, mainly fostered by the declining price of lithium-ion batteries, is also expected to drive the growth of the market studied. However, the lack of direct access to battery metals is restraining the market's growth. With technological advancements, the price of smart gadgets is expected to decline, making them more affordable to the public, which is expected to provide growth opportunities during the forecast period.

Asia-Pacific dominates the market and is expected to witness the highest CAGR during the forecast period. The majority of the demand comes from countries like China and India.

Key Market Trends

Prismatic Cell Segment is Expected to Dominate the Market

Prismatic cells are a type of battery cell in the battery industry that were introduced in the early 1990s. The modern prismatic cell fulfills the demand for thinner sizes and comes wrapped in elegant packages like a box of chewing gum or a small chocolate bar. The prismatic cells make optimal use of space by using the layered approach. Other designs are wound and flattened into a pseudo-prismatic jelly roll. These cells are mostly found in cell phones, tablets, and low-profile laptops ranging from 800 mAh to 4,000 mAh.

Prismatic cells are also available in large formats packaged in welded aluminum housings and deliver capacities of 20-50 Ah. These are primarily used in energy storage systems and for electric powertrains in hybrid and electric vehicles. Hence, the larger size of the prismatic cells makes them bad candidates for smaller devices like e-bikes and cellphones. Lithium prismatic cells are the preferred technology for material handling equipment (MHE), as the technology provides the best ratio of power and energy per volume unit. Therefore, these battery cell types are better suited for energy-intensive applications.

These battery cell types have gained popularity due to their large capacity and prismatic shape, making it easy to connect four cells and create a 12V battery pack, providing improved space utilization and allowing flexible design. It has the highest Ah nominal capacity and kWh energy and a higher overall battery energy density than other cells. These battery cells are not subject to swelling. Such advantages over other battery cell types make it preferable to the end users. However, it can be more expensive to manufacture, less efficient in thermal management, and have a shorter cycle life than the cylindrical design.

In January 2022, South Korean battery major LG Energy Solution Ltd planned to add a prismatic cell type to its lithium-ion battery lineup. The company revealed that it could add the prismatic form to its portfolio to broaden its customer base. The company's local competitors like Samsung SDI and SK On are moving onto prismatic cells with lithium-iron-phosphate (LFP), currently led by China's CATL, as top EV makers Tesla and Volkswagen adopted prismatic type earlier in 2021.

Korean players, both Samsung SDI and SK On, turned attention to rectangular packaging after Volkswagen decided that up to 80% of its electric vehicles would use prismatic batteries by 2030. In July 2022, Volkswagen Group announced the setup of its first battery cell factory in Salzgitter, Germany. It unveiled the prismatic unified cell would be used in up to 80% of its models. The plant is expected to start production by 2025, and the new cell plant, nicknamed SalzGiga, is expected to reach an annual capacity of 40 GWh, enough for about 500,000 electric vehicles.

Hence, due to the above-mentioned factors, the prismatic cell segment is expected to witness significant growth during the forecast period.

Asia Pacific is Expected to Witness Significant Growth

Asia-Pacific is the biggest manufacturer and exporter of consumer electronics, mainly dominated by China due to its large production capabilities. The region is expected to dominate the consumer electronics manufacturing sector during the forecast period. Hence, the Asia-Pacific battery market is expected to benefit from the growth of the consumer electronics sector.

China is one of the leading countries in the world that manufacture and utilizes batteries in a wide range of applications. In 2020, China manufactured 76% of the global lithium-ion battery and 44% of the global electric vehicles. The country is a hub of the electronic sector, i.e., nearly 48.4% of the total mobile phone export was from China in 2021, making China a significant market player in the battery cell industry.

South Korea is a major consumer of cylindrical and prismatic cells, primarily used in consumer electronics, household items, and electric vehicle batteries. Amid concerns about an anticipated slowdown in South Korean semiconductor exports in recent years, batteries for electric vehicles are emerging as a new pillar, which is expected to propel the country's economy in the coming years.

In July 2022, GODI became the first company in India to receive Bureau of Indian Standard (BIS) certification for its 21700 cylindrical NMC811 3.65V-4.5Ah lithium-ion cells. The company aims to set up a lithium-ion cell manufacturing factory by 2024. The newly certified cells are likely to cater to the needs of the EV and ESS sectors in India. Thus, such upcoming investments are expected to drive the battery cell market's growth in India during the forecast period.

Hence, due to the above-mentioned factors, the Asia-Pacific segment is expected to witness significant growth during the forecast period.

Competitive Landscape

The global battery cell market is fragmented. Some key players in this market (in no particular order) include LG Chem Ltd, Contemporary Amperex Technology Co. Limited, BYD Company Limited, GS Yuasa Corporation, and Panasonic Corporation.​

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Force Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Type
  • 5.1.1 Prismatic
  • 5.1.2 Cylindrical
  • 5.1.3 Pouch
• 5.2 By Application
  • 5.2.1 Automotive Batteries (HEV, PHEV, EV)
  • 5.2.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
  • 5.2.3 Portable Batteries (Consumer Electronics etc.)
  • 5.2.4 Power Tools Batteries
  • 5.2.5 SLI Batteries
  • 5.2.6 Other Applications
• 5.3 By Geography
  • 5.3.1 North America
  • 5.3.2 Asia-Pacific
  • 5.3.3 Europe
  • 5.3.4 Middle East and Africa
  • 5.3.5 South America

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Collaborations, and Joint Ventures
• 6.2 Strategies Adopted by Key Players
• 6.3 Company Profiles
  • 6.3.1 BYD Co. Ltd
  • 6.3.2 Contemporary Amperex Technology Co. Limited
  • 6.3.3 Duracell Inc.
  • 6.3.4 EnerSys
  • 6.3.5 GS Yuasa Corporation
  • 6.3.6 Shenzhen ACE Battery Co. Ltd
  • 6.3.7 LG Energy Solution Ltd
  • 6.3.8 Panasonic Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS