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市场调查报告书
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1190665

电动自行车电池组市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

E-Bike Battery Pack Market - Growth, Trends, and Forecast (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 170 Pages | 商品交期: 2-3个工作天内

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简介目录

电动自行车电池组市场价值 87.4 亿美元，预计未来五年復合年增长率为 13.33%。

2020 年，受 COVID-19 疫情影响，电动自行车电池组市场全球需求稳步下滑。 世界各国政府都宣布了严格的政策和监管框架，以降低感染率。 但在微观世界中，这股热潮对电动自行车的销售产生了积极影响。 健康问题的增加导致电动自行车的销量增加。 例如：

主要亮点

  • 2020 年德国售出了约 195 万辆电动自行车，高于 2019 年的 136 万辆。

电机和电池是电动自行车的两个重要部件。 选择合适的电池组在购买电动自行车时起着重要作用。 电池也是电动自行车最昂贵的部件。 目前有 24V、36V、48V、52V 和 72V 电池可供电动自行车使用。

大多数合法的电动自行车套件使用 36V 电池，更强大的电机可能使用 48V 甚至 52V 电池。 非常高性能的电动自行车的电压可以超过 72V。

从长远来看，由于电动自行车销量的增加、电动自行车共享服务的增加、政府促进电动交通的举措以及新车型的推出，电动自行车电池组的销量将保持强劲电池组，有望取得进展。

主要製造商都在推出新产品以满足不断增长的电动自行车电池组市场并获得更多市场份额。 例如

主要亮点

  • 2022 年 7 月，Appear Inc. 推出了用于电动自行车、电动滑板车和智能电动车的新型石墨烯电池组，额定电压为 36V、48V、60V、64V 和 72V。
  • 2022 年 7 月，英国电动自行车改装公司 Swytch 推出了一款新的电动自行车改装套件。

按地区划分，亚太地区预计将成为最大的电动自行车电池组市场。 其原因包括电动自行车的普及、许多大城市提供电动自行车共享服务、快速城市化、日益严重的交通拥堵和车辆污染、电池 OEM 的大量存在、最后一英里交付应用的电子商务和食品 一个例子是送货公司扩大使用电动自行车。

由于电动自行车销量的增长、公众健康意识的提高以及使用电动自行车进行登山等冒险活动的趋势不断增强，欧洲预计将成为电动自行车电池组的下一个最大市场。它有到过。

这些因素的结合预计将推动电动自行车电池组市场的显着增长。

主要市场趋势

锂离子电池需求扩大

预计 2021 年至 2023 年将售出超过 1.3 亿辆电动自行车（使用所有电池技术）。 到2023年，全球电动自行车销量预计将超过4000万辆。 每年售出的大多数电动自行车都使用重型铅酸电池。 配备锂离子电池的电动自行车的比例在 2021 年约为 25%，预计在预测期内将超过 60%，全球销量的约五分之二将是配备锂离子电池的电动自行车电池。这是可能的。

电动自行车配备高效电机和最大容量的内置电池。 儘管如此，在长途驾驶方面的需求仍未得到满足。 为应对这一挑战，市场上出现了更多用于电动自行车的增程器，因此骑自行车的人不必担心电池的健康状况。 例如：

  • 2022 年 2 月，Priority Bicycles 为其“当前”电动自行车系列推出了增程器。 Range Extender 是一块 500kWh 的电池，可将自行车的标准续航里程增加一倍，达到 64km，或在低功率下使用时达到 80km。

迄今为止，电动自行车的电池主要由老牌玩家生产，但许多中小企业也在创新，製造更耐用的电池，以在竞争激烈的市场中竞争。我开始使用方法。

主要参与者正在努力通过推出新电池来提高整体电池续航里程和性能。 例如：

  • 2022 年 9 月，博世推出了全新的赛车驱动系统：Bosch Performance Line CX Race Limited Edition。 竞速模式支持高达 400% 的骑手动力，让骑手获得更快的速度。
  • 2022 年 9 月，雅马哈汽车推出了扭矩为 75 牛米的更新版雅马哈 PW 系列 S2 驱动单元。 与上一代电机“PW-ST”相比，扭矩增加了7%，重量减轻了16%，体积减少了20%。

因此，上述因素预计将在未来五年推动电动自行车电池组市场。

预计亚太地区将占据主要市场份额

到 2021 年，亚太地区将成为最大的电动自行车电池组市场。 2018-2020 年，中国将贡献超过 50% 的亚太电动自行车电池组市场份额，原因是由于国内交通拥堵和车辆污染加剧，电动自行车的高消费量。

中国是电动自行车和电动自行车零部件（尤其是电池）的全球市场领导者。 市场参与者不断投资于研发和生产能力，以在竞争中保持领先地位。 例如，现代新能源科技、天能电池和深圳拓邦正在扩建LFP（磷酸铁锂）电池生产线，主要用于电动自行车应用。

COVID-19 的爆发导致中国对电动自行车的需求激增。 MaaS（移动即服务）的概念在中国无处不在，美团旗下的摩拜单车等共享单车公司将在 2021 年在道路上部署多辆电动自行车，以满足不断增长的需求。 共享单车公司与电池製造商合作，在专用售货亭更换没电或有缺陷的电池。 还正在投资加强充电基础设施，并且通过利用人工智能等技术，可以实现更准确的需求预测。

此外，日本仍是亚太地区第二个预计对电动自行车电池组有需求的国家。 该国市场增长的主要驱动力是各年龄段客户群的扩大和电动运动自行车的普及。

因此，亚太地区有望继续成为全球最大的电动自行车电池组市场。

竞争格局

电动自行车电池组市场整合鬆散，主要参与者占据了大部分份额。 主要参与者包括博世、Liv Cycling (EnergyPak)、松下、三星 SDI 和 Shinamo Inc。 这些公司通过新产品发布、合资、併购等方式扩大业务活动，巩固市场地位。 例如：

  • 2022 年 9 月，美国电动自行车公司 Optibike 推出了一款功率重量比世界最高的 2500 瓦电动自行车电机。
  • 2022 年 7 月，ZappBatt 与东芝签署合作协议，使用 ZappBatt 专有的人工智能软件和东芝的锂钛氧化物 (LTO) 电池开髮长寿命电动自行车电池。我们已成功将锂钛氧化物转变为更快、更智能的电池和更具成本效益的电池系统。

其他福利。

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第1章介绍

  • 调查先决条件
  • 调查范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

  • 市场驱动因素
  • 市场製约因素
  • 波特的五力分析
    • 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

  • 电池类型
    • 锂离子电池
    • 铅蓄电池
    • 其他电池类型
  • 电池组位置类型
    • 后载体
    • 下管
    • 在框架中
  • 地区
    • 北美
      • 美国
      • 加拿大
      • 墨西哥
      • 其他北美地区
    • 欧洲
      • 英国
      • 德国
      • 法国
      • 意大利
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 中东和非洲
      • 南非
      • 阿拉伯联合酋长国
      • 沙特阿拉伯
      • 埃及
      • 其他中东地区
    • 南美洲地区
      • 巴西
      • 阿根廷
      • 其他南美洲

第6章竞争格局

  • 供应商市场份额
  • 公司简介
    • E-bike Battery Pack Manufacturers
      • Samsung SDI Co. Ltd
      • Yamaha Corporation
      • Yoku Energy（Zhangzhou）Co. Ltd
      • Kingbo Power Technology Co. Limited
      • Liv Cycling
      • Shimano Inc.
      • Panasonic Industry Europe GmbH
      • BMZ GmbH
      • Mahle GmbH
      • Varta AG
      • Johnson Matthey
      • Solaremobility（Fotona Mobility）
      • Enerpower
    • E-bike Manufacturers
      • Giant Bicycles Co. Ltd
      • Merida Industry Co. Ltd
      • Riese & Muller
      • Fritzmeier Systems GmbH & Co. KG（M1 Sporttechnik）
      • Yamaha Bicycles
      • Trek Bikes
      • Cannondale Bicycle Corporation
      • PON Bicycle Holding BV
      • VanMoof BV
      • Coboc
      • Ampler Bikes
      • Cowboy
      • Desiknio
      • Accell Group NV
      • Cycle Europe AB
      • Decathlon SA
      • Cross Ltd
      • Multicycle（Kross SA）
      • ZEG
      • Prophete GmbH u. Co. KG
      • MarkenTechnikService GmbH（MTS）Group（Merger of Inter-Union Technohandel GmbH and SPA SystemPartner GmbH & Co. KG）
      • Specialized Bicycle Components Inc.
      • Manufacture Francaise du Cycle（MFC）
      • Scott Sports
      • Cube GmbH & Co. KG

第7章 市场机会与今后动向

简介目录
Product Code: 71735

The e-bike battery pack market is valued at USD 8.74 billion, and it is expected to record a CAGR of 13.33% over the next five years.

In 2020, the e-bike battery pack market witnessed a steady downfall in global demand due to the COVID-19 outbreak. Governments across the nations issued strict policies and regulatory frameworks to lower infection rates. However, on a microscale, the pandemic had a positive impact on electric bike sales. The growing health concerns resulted in more sales of e-bikes. For instance,

Key Highlights

  • In 2020, about 1.95 million e-bikes were sold in Germany, up from 1.36 million in 2019.

The motor and battery are the two key components of an e-bike. Choosing the right battery pack plays a crucial role in purchasing an e-bike. The battery is also the costliest component of an e-bike. Currently, there are 24V, 36V, 48V, 52V, and 72V batteries available for e-bike applications. ​

Most legal electric bike kits use a 36V battery, and the more powerful motors may use a 48V or even a 52V battery. For very high-performance e-bikes, voltages can go up to 72V and beyond.

Over the long term, growing e-bike sales, a rise in e-bike sharing services, government initiatives to promote electromobility, and new launches of battery packs are expected to result in healthy sales of e-bike battery packs.

Key players are launching new products to address the growing market for e-bike battery packs and gain more market share. For instance,

Key Highlights

  • In July 2022, Appear Inc. launched new graphene battery packs in 36V, 48V, 60V, 64V, and 72V ratings for E-Bikes, E-Scooters, and Pedelecs.
  • In July 2022, United Kingdom-based e-bike conversion company Swytch launched its new e-bike conversion kit.

Geographically, Asia-Pacific was predicted to be the largest market for e-bike battery packs due to the widespread adoption of e-bikes, many major cities offering e-bike sharing services, rapid urbanization, growing traffic congestion and vehicular pollution, the large presence of battery OEMs, and growing usage of e-bikes by E-commerce and food delivery companies for last-mile delivery applications.

Europe is predicted to be the next biggest market for e-bike battery packs due to the rising sales of e-bikes, growing health consciousness amongst the general population, and the growing tendency to use e-bikes for adventure activities like mountaineering.

Thus, the confluence of the aforementioned factors is expected to produce significant growth in the e-bike battery pack market.

Key Market Trends

Growing Demand for Lithium-ion Batteries

It is anticipated that, between 2021 and 2023, more than 130 million e-bikes (using all battery technologies) will be sold. In 2023, e-bike sales are expected to top 40 million units worldwide. The majority of the e-bikes sold each year used heavy lead-acid batteries. Over the forecast period, about two-fifths of all e-bikes sold globally are anticipated to feature lithium-ion batteries, with the proportion of lithium-ion batteries-powered e-bikes starting at about 25% in 2021 and rising to more than 60% during the forecast period.

E-bikes have efficient motors and the largest integrated batteries. Even then, for longer rides, the demand is unmet. To address this challenge, an additional e-bike range extender is being launched in the market so that the biker does not have to worry about the battery status. For instance,

  • In February 2022, Priority Bicycles launched a range extender for its Current range of e-bikes. The range extender is a 500 kWh battery and will double the bike's standard range to 64 kilometers and 80 kilometers if used on lower power.

Although e-bikes batteries were produced mainly by established players in the past, many small and medium companies have also started using innovative methods to create more durable batteries to compete in the highly competitive market.

Key players are working to enhance the overall range and performance of the battery by launching new batteries. For instance,

  • In September 2022, Bosch released its new race-oriented drive system, the Bosch Performance Line CX Race Limited Edition. In Race mode, the new system will have up to 400% support of the rider's power, meaning riders can get up to speed faster.
  • In September 2022, Yamaha Bicycles launched the updated Yamaha PW series S2 drive unit with 75 Nm torque. The new motor offers 7% more torque, 16% weight reduction, and 20% less volume than the previous generation PW-ST motor.

Thus, the aforementioned factors are projected to propel the market for e-bike battery packs market over the next five years.

Asia-Pacific to Hold Major Market Share

In 2021, Asia-Pacific was the largest market for e-bike battery packs. China has contributed to more than 50% of the Asia-Pacific e-bike battery pack market during 2018-2020, owing to its high consumption of electric bikes, to tackle heavy traffic conditions and growing vehicle pollution in the country.

China is the global market leader for e-bikes and e-bike components, especially the battery. The players in the market are constantly investing in R&D capabilities and production capacities to stay ahead of the competition. For instance, Contemporary Amperex Technology, Tianneng Battery, and Shenzhen Topband are adding extra production lines for LFP (lithium iron phosphate) batteries, majorly for e-bicycle applications.​

The COVID-19 outbreak led to a sharp rise in the demand for electric bikes in China. The MaaS or mobility-as-a-service concept is gaining traction in China, and bike-sharing players such as Meituan's Mobike put several electric bikes on roads to cater to the rising demand in 2021. Bike-sharing companies are collaborating with battery makers to swap discharged and faulty batteries at dedicated kiosks. Investments are being made to strengthen charging infrastructure, and the use of technology such as artificial intelligence is helping predict demand more precisely.

In addition, Japan remained the second most potential country for e-bike battery packs in the Asia-Pacific region. Major factors driving the growth of the market in the country are the expanding customer base across all age groups and the penetration of electric sports bicycles.

Thus, Asia-Pacific is anticipated to remain the largest market for e-bike battery packs in the world due to the above factors.

Competitive Landscape

The e-bike battery pack market is moderately consolidated, with major players holding most of the market share. Some of the major players include Bosch, Liv Cycling (EnergyPak), Panasonic, Samsung SDI, and Shinamo Inc.​ These companies are engaging in new product launches, joint ventures, and mergers and acquisitions to expand their business activities and cement their market position. For instance,

  • In September 2022, the US-based e-bike company Optibike launched a 2,500W electric bicycle motor that claims to have the highest power-to-weight ratio in the world.
  • In July 2022, ZappBatt and Toshiba signed a partnership agreement to develop long-lasting e-bike batteries using ZappBatt's proprietary AI software and Toshiba's lithium titanium oxide (LTO) battery cells, which will make lithium titanium oxide to be faster, smarter, and more cost-effective battery system.

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 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 Battery Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead Acid Battery
    • 5.1.3 Other Battery Types
  • 5.2 Battery Pack Position Type
    • 5.2.1 Rear Carrier
    • 5.2.2 Down Tube
    • 5.2.3 In Frame
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Mexico
      • 5.3.1.4 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 United Kingdom
      • 5.3.2.2 Germany
      • 5.3.2.3 France
      • 5.3.2.4 Italy
      • 5.3.2.5 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Japan
      • 5.3.3.4 South Korea
      • 5.3.3.5 Rest of Asia-Pacific
    • 5.3.4 Middle East and Africa
      • 5.3.4.1 South Africa
      • 5.3.4.2 United Arab Emirates
      • 5.3.4.3 Saudi Arabia
      • 5.3.4.4 Egypt
      • 5.3.4.5 Rest of Middle East and Africa
    • 5.3.5 South America
      • 5.3.5.1 Brazil
      • 5.3.5.2 Argentina
      • 5.3.5.3 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 E-bike Battery Pack Manufacturers
      • 6.2.1.1 Samsung SDI Co. Ltd
      • 6.2.1.2 Yamaha Corporation
      • 6.2.1.3 Yoku Energy (Zhangzhou) Co. Ltd
      • 6.2.1.4 Kingbo Power Technology Co. Limited
      • 6.2.1.5 Liv Cycling
      • 6.2.1.6 Shimano Inc.
      • 6.2.1.7 Panasonic Industry Europe GmbH
      • 6.2.1.8 BMZ GmbH
      • 6.2.1.9 Mahle GmbH
      • 6.2.1.10 Varta AG
      • 6.2.1.11 Johnson Matthey
      • 6.2.1.12 Solaremobility (Fotona Mobility)
      • 6.2.1.13 Enerpower
    • 6.2.2 E-bike Manufacturers
      • 6.2.2.1 Giant Bicycles Co. Ltd
      • 6.2.2.2 Merida Industry Co. Ltd
      • 6.2.2.3 Riese & Muller
      • 6.2.2.4 Fritzmeier Systems GmbH & Co. KG (M1 Sporttechnik)
      • 6.2.2.5 Yamaha Bicycles
      • 6.2.2.6 Trek Bikes
      • 6.2.2.7 Cannondale Bicycle Corporation
      • 6.2.2.8 PON Bicycle Holding BV
      • 6.2.2.9 VanMoof BV
      • 6.2.2.10 Coboc
      • 6.2.2.11 Ampler Bikes
      • 6.2.2.12 Cowboy
      • 6.2.2.13 Desiknio
      • 6.2.2.14 Accell Group NV
      • 6.2.2.15 Cycle Europe AB
      • 6.2.2.16 Decathlon SA
      • 6.2.2.17 Cross Ltd
      • 6.2.2.18 Multicycle (Kross SA)
      • 6.2.2.19 ZEG
      • 6.2.2.20 Prophete GmbH u. Co. KG
      • 6.2.2.21 MarkenTechnikService GmbH (MTS) Group (Merger of Inter-Union Technohandel GmbH and SPA SystemPartner GmbH & Co. KG)
      • 6.2.2.22 Specialized Bicycle Components Inc.
      • 6.2.2.23 Manufacture Francaise du Cycle (MFC)
      • 6.2.2.24 Scott Sports
      • 6.2.2.25 Cube GmbH & Co. KG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS