电池市场 - 增长、趋势和预测 (2023-2028)

全球电池市场预计到今年年底将达到1324.4亿美元。

预计在预测期内将继续以 16.64% 的复合年增长率增长。

市场在 2020 年受到了 COVID-19 的影响。 我们现在处于大流行前的水平。

主要亮点

• 从长远来看，市场预计将受到锂离子电池价格下降和电动汽车中汽车电池使用量增加等因素的推动。
• 另一方面，电池製造原材料的供需不匹配可能会阻碍市场增长。
• 由于太阳能是间歇性能源，仅在白天发电，因此将离网太阳能与储能相结合可显着提高光伏装置的利用率。 因此，光伏储能在发达国家越来越受欢迎，并将在不久的将来为电池市场带来重大机遇。
• 预计亚太地区将主导电池市场，需求主要来自中国、印度、日本和韩国。

电池市场趋势

车用电池有望大幅增长

• 过去，只有采用内燃机 (ICE) 技术的汽车才是最受欢迎的。 然而，由于人们对环境问题的兴趣日益浓厚，现在转向了电动汽车 (EV)。 锂离子电池具有能量密度高、自放电小、重量轻、易于维护等特点，主要用于电动汽车。
• 铅蓄电池广泛用于内燃机车。 在可预见的未来，这些电池有望成为唯一可大规模生产的电池系统。 对于 SLI 应用，在锂离子电池被认为是铅酸电池的可行替代品之前，需要显着降低成本。
• 锂离子电池系统是插电式混合动力汽车和电动汽车的驱动力。 这些电池包含唯一可以满足 OEM 汽车续航里程和充电时间要求的可用技术。 2021年全球电动汽车保有量将达到1649万辆，较2020年的1024万辆增长约9%。 预计电动汽车的增长也将推动对锂离子电池的需求。
• 2022 年 1 月，为下一代锂离子电池提供先进硅负极材料的 Nexeon Limited 将 NSP-1 技术授权给领先的先进材料公司 SKC，以促进汽车电池研究的进步。底部。
• 2022 年 2 月，Panasonic Corporation 宣布其 Energy Company 将在其位于日本西部的和歌山工厂建立用于电动汽车 (EV) 的大型圆柱形 4680（宽 46 毫米，高 80 毫米）锂离子电池的生产设施。宣布成立
• 由于上述因素，汽车电池领域有望在预测期内实现显着增长。

预计亚太地区将主导市场

• 亚太地区有几个经济增长国家，它们拥有得天独厚的自然资源和人力资源。 中国和印度有望在未来几年成为电池製造商的主要投资热点，因为它们得到各自政府鼓励製造业的政策层面支持。
• 在中国和印度，电动汽车的迅速普及和可再生能源发电厂的安装预计会产生对电池的巨大需求。
• 中国是最大的电动汽车 (EV) 市场，预计 2021 年电动汽车销量将超过 115 万辆。 预计该国仍将是全球最大的电动汽车市场。 到 2021 年，中国将占全球电动汽车销量的近 40%。
• 此外，2022 年 1 月，中国将放宽乘用车 50% 的所有权规定。 此外，一项限制外国公司在国内生产类似汽车的合资企业的法律也已取消。
• 由于目前中国的电动汽车行业蓬勃发展，预计中国政府将在 2022 年将对电动汽车的补贴减少 30%，并在年底前取消。 计划中的补贴削减旨在减少製造商在新技术和新车开发方面对政府资金的依赖。
• 此外，先进电池的开发在印度进展迅速。 作为其中的一部分，2022 年 6 月，印度理工学院马德拉斯分校的研究人员开发了一种新型电动汽车电池技术。 他们开发了一种机械式可充电锌空气电池，这种电池比现有的锂离子电池更经济且保质期更长。 这种锌空气电池可用于两轮和三轮电动汽车。
• 因此，亚太地区将继续成为电池市场的主导区域。 几个国家的城市化进程和个人消费的增加支撑了这一点，由于技术先进的设备和车辆带来的好处，预计这将增加需求。

电池市场竞争分析

全球电池市场本质上是分散的。 主要公司（排名不分先后）包括 Contemporary Amperex Technology Co. Limited、BYD、Duracell Inc.、Tesla Inc. 和 Panasonic 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

• 调查范围
• 调查先决条件

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：十亿美元）
• 到 2027 年按主要技术类型划分的电池/原材料价格趋势和预测
• 进出口分析（单位：百万美元，按主要技术类型，按主要国家，到 2021 年
• 近期趋势和发展
• 政府政策和法规
• 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

• 类型
  • 原电池
  • 充电电池
• 技术领域
  • 铅蓄电池
  • 锂离子电池
  • 镍氢电池 (NiMH)
  • 镍镉 (NiCD) 电池
  • 镍锌电池
  • 液流电池
  • 钠硫电池 (NAS)
  • 二氧化锰电池
  • 小型密封铅酸蓄电池
  • 其他技术（双碳电池、锌碳电池、氧化银电池等）
• 申请
  • 汽车电池（HEV、PHEV、EV）
  • 工业电池（动力、固定式（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
• 地区
  • 北美
  • 亚太地区
  • 欧洲
  • 南美洲
  • 中东和非洲

第六章竞争格局

• 併购、合资、合作、协议
• 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
  • Clarios（Formerly Johnson Controls International PLC）
  • LG Chem Ltd
  • Panasonic Corporation
  • VARTA AG
  • Samsung SDI Co. Ltd
  • Tesla Inc.
  • TianJin Lishen Battery Joint-Stock Co. Ltd

第7章 市场机会与未来动向

The global battery market is estimated to reach a value of USD 132.44 billion by the end of this year. It is projected to register a CAGR of 16.64% during the forecast period.

The market was negatively impacted by COVID-19 in 2020. Currently, it has reached pre-pandemic levels.

Key Highlights

• Over the long term, factors such as the declining lithium-ion battery prices and the growing usage of automotive batteries in electric vehicles are expected to drive the market.
• On the flip side, a mismatch in the demand and supply of raw materials for battery manufacturing is likely to hinder the market growth.
• As solar energy is an intermittent source and generates power only during the daytime, using off-grid solar power in conjunction with energy storage substantially enhances the utilization of solar PV units. As a result, energy storage with solar PV has been gaining popularity in developed countries, which is likely to create a huge opportunity for the battery market in the near future.
• Asia-Pacific is expected to dominate the battery market, with most of the demand coming from China, India, Japan, and South Korea.

Battery Market Trends

Automotive Batteries Expected to Witness Significant Growth

• Vehicles with internal combustion engine (ICE) technology were the only types preferred earlier. However, technology has now been shifting toward electric vehicles (EVs) due to growing environmental concerns. Lithium-ion batteries are predominantly used in EVs as they provide high energy density, low self-discharge, and low weight and require low maintenance.
• For ICE vehicles, lead-based batteries are being widely used. These batteries are expected to continue to be the only viable mass-market battery system for the foreseeable future. For SLI applications, lithium-ion batteries require heavy cost reductions to be considered a viable mass-market alternative to lead-based batteries.
• Lithium-ion battery systems propel plug-in hybrid and electric vehicles. These batteries contain the only available technology capable of meeting the OEM requirements for the vehicle's driving range and charging time. In 2021, the global stock of electric cars reached 16.49 million units, which increased by around 9% from 10.24 million units in 2020. This growth in EVs is expected to proped the demand for lithium-ion batteries as well.
• In January 2022, Nexeon Limited, a supplier of advanced silicon anode materials for next-generation lithium-ion batteries, licensed its NSP-1 technology to advanced material giant, SKC Co. Ltd. This contributed to the advancement of the research of automotive batteries.
• Also, in February 2022, Panasonic Corporation announced that its Energy Company will establish a production facility at its Wakayama Factory in western Japan to manufacture large cylindrical 4680 (46 mm wide and 80 mm tall) lithium-ion batteries for electric vehicles (EVs).
• Owing to the above-mentioned factors, the automotive batteries segment is expected to witness significant growth during the forecast period.

Asia-Pacific Expected to Dominate the Market

• Asia-Pacific has multiple growing economies with substantial natural and human resources. China and India are expected to be major investment hotspots for battery companies in the coming years because of policy-level support from the respective governments encouraging the manufacturing sector.
• The deployment of electric vehicles and the installation of renewable power plants in China and India are increasing rapidly, which is expected to create a massive demand for batteries.
• China is the largest market for electric vehicles (EVs), with over 1.15 million EVs sold in 2021. The country is expected to remain the world's largest electric car market. China accounted for almost 40% of the global sales of electric cars in 2021.
• Additionally, in January 2022, the 50% ownership rule was relaxed for passenger cars in China. Also, the laws restricting a foreign company from establishing more than two joint ventures producing similar vehicles in the country were removed.​
• The Government of China is expected to cut down subsidies on electric vehicles by 30% in 2022 and eliminate it by the end of the year, as the electric vehicle industry in the country is now thriving. The planned subsidy cut is aimed at reducing the reliance of manufacturers on governmental funds for the development of new technologies and vehicles.​
• India is also rapidly developing advanced batteries. As part of this, in June 2022, IIT Madras researchers developed a new kind of battery technology for electric cars. They developed mechanically-rechargeable zinc-air batteries, which are more economical than the existing lithium-ion batteries and have a longer shelf life. Zinc-air batteries can be used in two-wheeler and three-wheeler EVs.
• Therefore, owing to the above developments, Asia-Pacific is likely to remain the dominant region of the battery market, supported by the increasing urbanization and consumer spending across several countries, which is expected to ramp up the demand for technically advanced devices and vehicles due to the benefits provided by the same.

Battery Market Competitive Analysis

The global battery market is fragmented in nature. Some of the major players in the market (in no particular order) include Contemporary Amperex Technology Co. Limited, BYD Co. Ltd, Duracell Inc., Tesla Inc., 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 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 Battery/Raw Material Price Trends and Forecast, by Major Technology Type, till 2027
• 4.4 Import and Export Analysis in USD million, by Major Technology Type and Major Country, till 2021
• 4.5 Recent Trends and Developments
• 4.6 Government Policies and Regulations
• 4.7 Market Dynamics
  • 4.7.1 Drivers
  • 4.7.2 Restraints
• 4.8 Supply Chain Analysis
• 4.9 Porter's Five Forces Analysis
  • 4.9.1 Bargaining Power of Suppliers
  • 4.9.2 Bargaining Power of Consumers
  • 4.9.3 Threat of New Entrants
  • 4.9.4 Threat of Substitute Products and Services
  • 4.9.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type
  • 5.1.1 Primary Batteries
  • 5.1.2 Secondary Batteries
• 5.2 Technology
  • 5.2.1 Lead-acid Batteries
  • 5.2.2 Lithium-ion Batteries
  • 5.2.3 Nickel-metal Hydride (NiMH) Batteries
  • 5.2.4 Nickel-cadmium (NiCD) Batteries
  • 5.2.5 Nickel-zinc (NiZn) Batteries
  • 5.2.6 Flow Batteries
  • 5.2.7 Sodium-sulfur (NAS) Batteries
  • 5.2.8 Zinc-manganese Dioxide Batteries
  • 5.2.9 Small Sealed Lead-acid Batteries
  • 5.2.10 Other Technologies (Dual Carbon Batteries, Zinc-carbon Batteries, Silver-oxide Batteries, etc.)
• 5.3 Application
  • 5.3.1 Automotive Batteries (HEV, PHEV, and EV)
  • 5.3.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS)), etc.)
  • 5.3.3 Portable Batteries (Consumer Electronics, etc.)
  • 5.3.4 Power Tool Batteries
  • 5.3.5 SLI Batteries
  • 5.3.6 Other Applications
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Asia-Pacific
  • 5.4.3 Europe
  • 5.4.4 South America
  • 5.4.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading 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 Clarios (Formerly Johnson Controls International PLC)
  • 6.3.7 LG Chem Ltd
  • 6.3.8 Panasonic Corporation
  • 6.3.9 VARTA AG
  • 6.3.10 Samsung SDI Co. Ltd
  • 6.3.11 Tesla Inc.
  • 6.3.12 TianJin Lishen Battery Joint-Stock Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS