锂离子电池市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

锂离子电池市场预计在 2022-2027 年的预测期内以 20% 左右的复合年增长率增长，市场规模将从 2020 年的 570 亿美元增至 2027 年的 2000 亿美元. 预测。

由于 COVID-19 的爆发，比亚迪和宁德时代等公司已在 2020 年缩减了製造能力。 此外，疫情期间电动汽车销量下滑也导致锂离子电池增长放缓。 推动市场的主要因素是电动汽车和商业和住宅储能係统（ESS）新市场的出现、锂离子电池价格下跌以及家用电器销量上升。 然而，原材料供需之间日益错配可能会阻碍市场增长。

主要亮点

• 汽车领域将在 2021 年占据最大的市场份额，预计将在预测期内主导市场。
• 锂离子电池的回收有望确保锂和钴等原材料的供应，并减少对从矿物资源中提取和提炼材料的依赖。 回收目前用于电动汽车的锂离子电池为公司提供了一个令人兴奋的机会，可以利用提炼的组成材料生产用于储能係统 (ESS) 的锂离子电池。
• 亚太地区在全球市场中占据主导地位，其中中国和印度等国家/地区的贡献最大。 随着电动汽车的普及，预计未来市场将继续扩大。

锂离子电池市场趋势

汽车细分驱动市场

• 在锂离子电池行业的早期，消费电子行业是电池的主要消费者。 然而，近年来，随着电动汽车（EV）的普及，电动汽车製造商已成为锂离子电池的最大消费者。
• 电动汽车不排放二氧化碳和氮氧化物等温室气体，因此它们对环境的影响低于传统的内燃机汽车。 因此，许多国家/地区通过补贴和政府计划鼓励使用电动汽车。
• 多个国家/地区已宣布计划在未来禁止销售内燃机汽车。 挪威已宣布计划到 2025 年禁止销售内燃机汽车，法国到 2040 年禁止销售，英国到 2050 年禁止销售。 印度也有到2030年逐步淘汰内燃机的计划，中国的类似计划目前也进入相关研究阶段。
• 到 2021 年底，全球电动汽车保有量将达到 1649 万辆，高于 2015 年的 124 万辆。
• 但是，到 2021 年为止，没有任何国家/地区可以禁止使用传统燃料的汽车。 电动汽车技术和电动汽车行业可能还没有做好准备，这可能会对市场造成重大破坏。 儘管如此，关于未来的公告仍在促使电动汽车製造商大力投资研发活动。
• EV 主要使用锂离子电池。 预计锂离子电池价格下降将降低电动汽车的製造成本，从而使电动汽车在预测期内与汽油车定价相同。
• 综上所述，预计汽车行业将在预测期内主导市场。

亚太地区主导市场

• 2021 年市场由亚太地区主导。 随着中国和印度等国家部署更多电动汽车，以及由于城市化和电力购买的水平化，对电子设备的需求很高，预计该地区锂离子电池的使用量将显着增加。
• 据估计，亚太地区有很大一部分人口生活在没有电的环境中，他们依赖煤油和柴油等传统燃料来照明和为手机充电。 由于锂离子电池的技术优势和价格下降，预计未来使用锂离子电池的储能解决方案将越来越受欢迎。 这有望在不久的将来为锂离子电池製造商带来许多商机。
• 中国是最大的电动汽车市场之一，电动汽车在中国的推广符合清洁能源政策。 此外，中国政府提供财政和非货币激励措施来促进电动汽车的采用。
• 2021 年 2 月，中国储能公司宁德时代 (CATL) 将在广东建设锂离子电池生产基地，一期投资 19 亿美元/25 GWh，2030 年已宣布投资计划年底150GWh。
• 印度是全球锂离子电池发展最快的国家/地区之一。 然而，该国并没有在国内储备生产锂离子电池所需的原材料，而是从其他国家（中国、越南、泰国）进口电芯和电池组。 然后我们将它们组装起来或直接卖给国内市场。
• 为应对这一製造挑战，印度国家转型研究院 (NITI) Aayog 于 2020 年 2 月提议向投资者提供补贴，以在印度建立千兆级锂离子製造设施。 2020-2030年，NITI Aayog将招标建设年产能50GWh的生产线。 因此，预计在预测期内锂离子电池的本地生产将扩大。
• 因此，由于上述因素，亚太地区有望在预测期内主导锂离子电池市场。

锂离子电池市场竞争者分析

锂离子电池市场是分散的。 市场参与者包括 Panasonic Corporation、Tesla、Samsung SDI、LG Chem Ltd 和 Contemporary Amperex Technology (CATL)。

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
• 市场规模和需求预测（单位：十亿美元，到 2027 年）
• 2027 年锂离子电池价格趋势分析
• 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

• 申请
  • 电子设备
  • 汽车
  • 固定式储能（UPS、可再生能源、工业）
  • 其他应用（电动工具、医疗设备等）
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东

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 Company Limited
  • Contemporary Amperex Technology Co. Limited
  • LG Chem Ltd
  • Panasonic Corporation
  • Samsung SDI
  • Sony Corporation
  • Tesla Inc.
  • Tianjin Lishen Battery Joint-Stock Co. Ltd

第7章 市场机会未来动向

The market for lithium-ion batteries is expected to register a CAGR of around 20% during the forecast period 2022-2027 and reach a market size of USD 200 billion in 2027 from USD 57 billion in 2020. Due to the COVID-19 outbreak, companies like BYD and CATL reduced their manufacturing capacities in 2020. Moreover, decreased sales of electric vehicles amid the pandemic also resulted in the slow growth of lithium-ion batteries. Major factors driving the market studied are the emergence of new markets via electric vehicles and energy storage systems (ESS) for both commercial and residential applications, declining lithium-ion battery prices, and the increasing sale of consumer electronics. However, the rising demand-supply mismatch of raw materials is likely to hinder the market's growth.

Key Highlights

• The automobile segment held the largest market share in 2021 and is expected to dominate the market during the forecast period.
• Recycling of li-ion batteries is expected to secure the supply of raw materials, such as lithium and cobalt, and reduce the reliance on extracting and refining materials from mineral resources. Recycling lithium-ion batteries currently being used in electric vehicles offer an excellent opportunity for companies to utilize the refined constituent materials for manufacturing lithium-ion batteries for use in Energy Storage Systems (ESS).
• Asia-Pacific dominated the market worldwide, with the most significant contribution from countries such as China and India. With the large-scale acceptance of EVs, the market is further expected to grow in the region.

Lithium-ion Battery Market Trends

Automobile Segment Expected to Dominate the Market

• In the early years of the lithium-ion battery industry, the consumer electronics sector was the major consumer of batteries. But in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs. ​
• EVs do not emit CO2, NOX, or any other greenhouse gases and hence, have a lower environmental impact compared to conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.​
• Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is currently under the relevant research phase.​
• At the end of 2021, the global electric car stock reached 16.49 million units from 1.24 million units in 2015.
• However, as of 2021, conventional fuel-fired cars cannot be banned in any country, as the EV technology and the EV industry may not be ready for such a move, which can cause significant disruptions in the market. Nonetheless, announcements for the future have encouraged EV manufacturers to invest heavily in R&D activities. ​
• The EVs mainly use lithium-ion batteries. The declining lithium-ion battery costs have brought down the cost of EV manufacturing, owing to which EVs are expected to reach price parity with gasoline-fired vehicles during the forecast period.
• Therefore, owing to the above factors, the automobile segment is expected to dominate the market during the forecast period.

Asia-Pacific to Dominate the Market

• The Asia-Pacific region dominated the market in 2021. With the increasing deployment of electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, the usage of lithium-ion batteries is expected to witness significant growth in the region.
• A significant fraction of Asia-Pacific's population is estimated to be living without access to electricity and is dependent on conventional fuels, such as kerosene and diesel, for their lighting and mobile phone charging needs. Lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate due to the technical benefits associated with it and declining lithium-ion battery prices. This, in turn, is expected to create a significant number of opportunities for li-ion battery manufacturers in the near future.
• China is one of the largest markets for electric vehicles, and the increasing adoption of electric vehicles in the country has been in line with the clean energy policy. Moreover, the Government of China has been providing both financial and non-financial incentives to promote the adoption of electric vehicles.
• In February 2021, Contemporary Amperex Technology (CATL), an energy storage company headquartered in China, announced plans to build a li-ion battery production base in Guangdong, investing USD 1.9B/25 GWh in the first phase and 150 GWh by the end of 2030.
• India is one of the fastest-growing countries globally for lithium-ion batteries. The country does not have reserves of the required raw materials for the production of the lithium-ion batteries on its own, and the cells and batteries are being imported from other countries (China, Vietnam, and Thailand). They are then either assembled or directly sold in the domestic market.
• In order to counter the manufacturing issue, the National Institution for Transforming India (NITI) Aayog rolled out proposals in February 2020 to provide subsidies for investors setting up giga-scale lithium-ion manufacturing facilities in India. Between 2020-2030, the NITI Aayog is likely to invite bids for establishing production lines with 50 GWh of annual output capacity. Therefore, the indigenous manufacturing of lithium-ion batteries is expected to grow over the forecast period.
• Therefore, owing to the above factors, Asia-Pacific is expected to dominate the lithium-ion battery market during the forecast period.

Lithium-ion Battery Market Competitor Analysis

The lithium-ion battery market is fragmented. The major companies in the market include Panasonic Corporation, Tesla Inc., Samsung SDI, LG Chem Ltd, and Contemporary Amperex Technology Co. Ltd (CATL), among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of Study
• 1.2 Market Definiton
• 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 Lithium-ion Battery Price Trend Analysis, till 2027
• 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 Electronic Devices
  • 5.1.2 Automobile
  • 5.1.3 Stationary Energy Storage (UPS, Renewables, Industrial)
  • 5.1.4 Other Applications (Power Tools, Medical Devices, and Others)
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South America
  • 5.2.5 Middle-East

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 Company Limited
  • 6.3.2 Contemporary Amperex Technology Co. Limited
  • 6.3.3 LG Chem Ltd
  • 6.3.4 Panasonic Corporation
  • 6.3.5 Samsung SDI
  • 6.3.6 Sony Corporation
  • 6.3.7 Tesla Inc.
  • 6.3.8 Tianjin Lishen Battery Joint-Stock Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS