双碳电池市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

在 2022-2027 年的预测期内，双碳电池市场预计将以超过 9% 的复合年增长率增长。

双碳电池技术在全球范围内进行了重大研究，但由于难以采购开发该技术所需的材料和设备，因此受到 COVID-19 大流行的影响。. 此外，由于大流行而关闭生产设施也对市场产生了重大影响。 能够快速充电、与其他电池相比製造成本低、100% 可回收和环保等预计将在预测期内推动双碳电池市场。 另一方面，石墨碳价格上涨以及与其他电池技术的竞争阻碍了市场增长。

汽车电池领域预计在预测期内需求强劲。 汽车行业仍然是最大的电池终端用户之一，随着汽车市场的增长，有望提振双碳电池市场。

电动汽车 (EV) 市场的增长为内燃机 (ICE) 汽车提供了一种清洁的替代品，有助于减少空气污染并限制燃料燃烧产生的噪音。可以为以下行业创造重要机会

预计亚太地区将主导市场，其中大部分需求来自印度、中国和日本等国家/地区。

主要市场趋势

汽车领域需求有望大幅增长

双碳电池有望显着延长充电时间和整体寿命，同时显着降低成本、充电时间和环境影响。 此外，这些电池的高能量密度预计将在未来几年增加汽车行业的需求。

电动汽车 (EV) 对高端电池的需求不断增加也是推动双碳电池市场的主要因素。 该电池的製造商表示，该电池可为现代电动汽车提供近 500 公里（300 英里）的续航里程。

双碳电池有望彻底改变汽车电池领域，但由于这些电池的低生产率和锂离子电池等替代品的市场主导地位，未来几年市场增长预计将放缓。 双碳技术尚未大规模部署，製造商正在努力渗透汽车领域。

此外，Power Japan Plus (PJP) 等公司正计划将双碳电池引入医疗设备领域、卫星，并最终引入汽车行业。

因此，由于上述因素，汽车行业在预测期内可能会出现显着增长。

亚太地区将显着增长

由于该地区电气化活动的增加，预计整个亚太地区的电池市场在未来十年内将显着增长。 双碳电池尚未大规模进入市场。

该地区的电池市场主要受到印度、中国、日本和韩国等国家电子製造、发电、电信和信息产业发展的推动。

由于电网基础设施薄弱，印度等新兴国家经常停电，主要发生在农村地区。 因此，缺乏电网基础设施、对稳定电源的高需求以及对电源备份解决方案的需求预计将推动对工业双碳电池的需求。 此外，世界各国政府正在采取措施资助储能项目以满足其能源需求。 中国和南亚多个国家正在推出新的商业模式和相关融资工具来投资电池储能项目。

但是，在短期情况下，该地区可能会受到石墨碳价格上涨的打击，石墨碳是双碳电池製造过程中使用的关键原材料。 石墨电极价格上涨的主要原因是来自中国的石墨电极供应量急剧下降。 目前，石墨电极的需求量明显高于供应量。

双碳电池技术研究也在该地区进行。 例如，2021 年 4 月，印度 IIT Hyderabad 的研究人员开发出一种双碳电池，既环保又能将电池整体成本降低多达 20-25%。 此外，正在研究提高这种电池的能量密度。

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。

竞争格局

双碳电池市场正在整合。 主要参与者是 PJP Eye Ltd。 截至2017年6月30日，Power Japan Plus将包括电池製造在内的全部资产和业务转让给PJP Eye Ltd。

其他好处

• Excel 格式的市场预测 (ME) 表
• 3 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

第二章研究方法论

第 3 章执行摘要

第 4 章市场概述

• 介绍
• 到 2027 年的市场规模和需求预测（单位：百万美元）
• 对比分析 双碳电池与其他电池技术对比
• 近期趋势和发展状况
• 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

• 申请
  • 汽车电池
  • 工业电池
  • 便携式电池
  • 其他应用
• 按地区
  • 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
  • PJP 眼科有限公司

第七章市场机会与未来趋势

The dual carbon battery market is expected to record a CAGR of more than 9% during the forecast period of 2022 - 2027. The dual carbon battery technology is witnessing major research efforts globally, which were affected due to the COVID-19 pandemic as a result of difficulties in sourcing the materials and equipment necessary for technology development. Furthermore, lockdowns induced due to the pandemic caused the manufacturing facilities to shut down, which further affected the market. Fast charging capability, cheap manufacturing cost compared to other batteries, and being eco-friendly with 100% recyclable features are the factors that are expected to drive the dual carbon battery market during the forecast period. On the other hand, the rise in graphite carbon prices and competition from other battery technologies are the factors hindering the market growth.

The automotive battery segment is expected to witness significant demand over the forecast period, as the automotive industry remains one of the largest end users of batteries, along with the growing market for vehicles, which, in turn, is likely to boost the dual carbon battery market.

Growth in the electric vehicles (EVs) market can create immense opportunities in the future as they offer clean alternatives to vehicles with internal combustion engines (ICE), which helps reduce air pollution resulting from fuel combustion and limit noise.

Asia-Pacific is expected to dominate the market, with the majority of the demand coming from countries like India, China, and Japan.

Key Market Trends

The Automotive Segment is Expected to Witness Significant Demand

Dual carbon batteries are expected to significantly extend the length of charge and the overall lifetime while greatly reducing cost, charge times, and environmental impact. Moreover, the high energy density of these batteries is expected to increase the demand in the automotive industry in the coming years.

The increasing demand for high-end batteries from electric vehicles (EVs) is another major factor driving the dual carbon battery market. The manufacturers of these batteries have stated that the batteries could give a modern electric vehicle a range of almost 500 kilometers (300 miles).

Although dual carbon batteries promise to revolutionize the automotive battery segment, the low production rate of these batteries and the dominance of alternatives, such as lithium-ion batteries, in the market are expected to slow down the market growth for the next few years. The dual carbon technology has not yet been deployed on a large scale, and manufacturers are still struggling to penetrate into the automotive sector.

Moreover, companies such as Power Japan Plus (PJP) are planning to introduce their dual carbon batteries to the medical device segment and satellites and eventually into the automotive industry.

Thus, based on the above-mentioned factors, the automotive segment is likely to experience significant growth during the forecast period.

Asia-Pacific is Set to Experience Significant Growth

The Asia-Pacific battery market as a whole is expected to grow significantly over the coming decade due to increased electrification activities in the region. The dual carbon battery has not yet penetrated the market on a significant level.

The battery market in this region is mainly driven by developments in the electronics manufacturing, power generation, communication, and information industries in countries like India, China, Japan, and South Korea.​

Developing countries, like India, lack a firm grid infrastructure, which causes power cuts and blackouts frequently, mostly in rural areas. Thus, the lack of grid infrastructure, high demand for steady power, and the need for power backup solutions are expected to drive the demand for industrial dual carbon batteries. Moreover, the governments of various countries have taken initiatives to finance energy storage projects to fulfill the energy requirements in their countries. China and a few South Asian countries are coming up with new business models and associated financing instruments to invest capital in battery energy storage projects.​

In a short-term scenario, however, the region is likely to witness challenges from rising prices of graphite carbon, which is a major raw material used in the dual carbon battery manufacturing process. Rising prices of graphite carbon are majorly a result of a sharp cut in the supply of graphite electrodes from China. In the present scenario, the demand for graphite electrodes is significantly higher compared to the supply. ​

Research on dual carbon battery technology is also underway in the region. For instance, in April 2021, researchers at IIT Hyderabad, India, developed a dual carbon battery that can cut the overall battery cost by as much as 20-25%, along with being environment-friendly. Further research is underway to increase the energy density of the battery.

Therefore, based on the above-mentioned factors, Asia-Pacific is expected to witness significant growth during the forecast period.

Competitive Landscape

The dual carbon battery market is consolidated. The key player is PJP Eye Ltd. As of June 30, 2017, Power Japan Plus had transferred all its assets and businesses, including battery manufacturing, to PJP Eye Ltd.

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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD million, till 2027
• 4.3 Comparative Analysis: Dual Carbon Battery Vs Other Battery Technologies
• 4.4 Recent Trends and Developments
• 4.5 Government Policies and Regulations
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitute Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 Automotive Batteries
  • 5.1.2 Industrial Batteries
  • 5.1.3 Portable Batteries
  • 5.1.4 Other Applications
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Asia-Pacific
  • 5.2.3 Europe
  • 5.2.4 South America
  • 5.2.5 Middle-East and 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 PJP Eye Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS