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市场调查报告书
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1198280

充电电池市场增长、趋势和预测 (2023-2028)

Secondary Battery Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

2019 年可充电电池市场价值 878.2 亿美元,预计到 2027 年将达到 2200 亿美元,2022 年至 2027 年的复合年增长率超过 15%。

市场在 2020 年受到了 COVID-19 的负面影响。 市场现在处于大流行前的水平。

主要亮点

  • 从中期来看,锂离子电池价格下降和电动汽车普及率提高预计将成为推动市场发展的主要因素。
  • 另一方面,原材料的供需不匹配可能会阻碍市场增长。
  • 开发新型和先进电池市场可能是整个二次电池市场的主要商机。
  • 亚太地区是最大的市场,大部分需求预计将来自中国、日本和印度。

充电电池市场趋势

锂离子电池技术主导市场

  • 在各种类型的电池技术中,锂离子电池 (LIB) 凭藉其良好的容量重量比,有望在预测期的下半年主导二次电池市场。 其他将在 LIB 的采用中发挥重要作用的因素包括更好的性能、更高的能量密度和更低的价格。
  • 由于其高能量密度,锂离子电池的价格将从 2013 年的 668 美元/千瓦时大幅下降到 2021 年的 123 美元/千瓦时,成为所有电池中的热门选择。。
  • 传统上,锂离子电池用于手机、笔记本电脑和个人电脑等消费电子设备。 然而,由于电动汽车不排放二氧化碳和氮氧化物等温室气体,因此对环境的影响较小,经常被重新设计为混合动力和电动汽车的动力源。
  • LIB 的製造工厂主要位于亚太地区、北美和欧洲。 比亚迪有限公司和 LG 化学有限公司等主要製造商计划主要在亚太地区(包括印度、中国和韩国)建立新的製造工厂。
  • 因此,由于这些因素,锂离子电池技术有望在预测期内主导二次电池市场。

亚太地区主导市场

  • 亚太地区拥有多个经济增长区,自然资源和人力资源丰富,随着消费电子产品需求的不断增长,预计未来几年将成为充电电池企业的主要投资热点不断增长的中产阶级人口。
  • 在印度,由于政府大力推动电动交通,当地的电池製造业正在蓬勃发展。 印度政府制定了到 2030 年电动汽车普及率达到 30% 的目标,并製定了实现这一目标的政策和计划。 例如,2021年,政府将修订目前生效的FAME-II(Faster Adoption and Manufacturing of Electric Vehicles-II)制度,将电动汽车的补贴率从120印度卢比/千瓦时提高到180印度卢比/千瓦时,我们成功了在纠正两轮车辆和电力驱动之间的差距。
  • 中国是最大的电动汽车市场,电动汽车销量超过 330 万辆,占 2021 年全球电动汽车销量的近 16%。 预计未来仍将是全球最大的电动汽车市场。 充电基础设施的发展进一步推动了电动汽车在该国的普及。 除了电动汽车,通信服务的日益普及表明对二次电池的需求很高。
  • 同样,随着 2020 年日本推出 5G 服务以及在预测期内越来越多的用户迁移到 5G,对 5G 塔和可充电电池的需求预计将飙升。
  • 因此,由于这些因素,亚太地区很可能在预测期内主导充电电池市场。

充电电池市场竞争者分析

充电电池市场高度分散。 主要参与者包括 Contemporary Amperex Technology Co.Limited、BYD、Duracell Inc.、EnerSys 和 Tesla Inc.。

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

  • 介绍
  • 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
  • 电池/原材料价格趋势和预测(单位:美元/千瓦时,美元/公吨),按主要技术类型,到 2027 年
  • 国际贸易统计数据(进出口数据)(单位:百万美元),按主要技术类型,按主要国家,截至 2020 年
  • 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

  • 技术领域
    • 铅蓄电池
    • 锂离子电池
    • 其他(镍氢、镍镉等)
  • 申请
    • 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)
    • 其他(电动工具电池、SLI 电池等)
  • 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
    • BYD Co. Ltd
    • Contemporary Amperex Technology Co. Limited
    • Duracell Inc.
    • EnerSys
    • GS Yuasa Corporation
    • Clarios
    • LG Chem Ltd
    • Panasonic Corporation
    • Saft Groupe SA
    • Samsung SDI Co. Ltd
    • Showa Denko KK
    • Tesla Inc.
    • TianJin Lishen Battery Joint-Stock Co. Ltd

第7章 市场机会未来动向

简介目录
Product Code: 49322

The secondary battery market was valued at USD 87.82 billion in 2019, and it is anticipated to reach USD 220 billion by 2027, registering a CAGR of more than 15% during 2022-2027.

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

Key Highlights

  • Over the medium term, declining lithium-ion battery prices and increasing adoption of electric vehicles are likely to be the major factors driving the market.
  • On the other hand, the demand-supply mismatch of raw materials is likely to hinder the market's growth.
  • Developing new and advanced battery chemistries will likely create immense opportunities for the overall secondary battery market.
  • Asia-Pacific is expected to be the largest market, with the majority of the demand coming from China, Japan, and India.

Secondary Battery Market Trends

Lithium-ion Battery Technology to Dominate the Market

  • Among different types of battery technologies, lithium-ion battery (LIB) is expected to dominate the secondary battery market in the latter part of the forecast period, majorly due to its favorable capacity-to-weight ratio. Also, other factors that play an important role in boosting the LIB adoption include better performance, higher energy density, and decreasing price.
  • Due to its high energy density, the price of lithium-ion batteries decreased considerably from USD 668/kWh in 2013 to USD 123/kWh in 2021, making it a lucrative choice among all batteries.
  • Lithium-ion batteries have traditionally been used in consumer electronic devices, such as mobile phones, notebooks, and PCs. However, they are increasingly being redesigned for use as the power source of choice in hybrid and the complete electric vehicle (EV) range, owing to factors such as low environmental impact, as EVs do not emit any CO2, nitrogen oxides, or any other greenhouse gases.
  • LIB manufacturing facilities are majorly located in Asia-Pacific, North America, and Europe. Major market players, such as BYD Company Limited and LG Chem Ltd, have plans to set up new manufacturing facilities in the Asia-Pacific region, primarily in India, China, and South Korea.
  • Therefore, based on such factors, lithium-ion battery technology is expected to dominate the secondary battery market during the forecast period.

Asia-Pacific to Dominate the Market

  • The Asia-Pacific region has multiple growing economies with substantial natural and human resources, with China and India expected to be major investment hotspots for secondary battery companies in the coming years due to policy-level support from governments for both renewables and EVs and a growing middle-class population creating demand for consumer electronics.
  • India has been witnessing a surge in manufacturing batteries locally due to the government's push toward e-mobility. The Indian government aims to achieve a 30% electric fleet by 2030 and has been formulating policies and programs to achieve the target. For example, in 2021, the government amended the ongoing FAME-II (Faster Adoption and Manufacturing of Electric Vehicles-II) scheme to increase the subsidy rate for electric vehicles from INR 120/kWh to INR 180/kWh to reduce the gap between petrol-powered two-wheelers and electric powered.
  • China was the largest electric car market and sold more than 3.3 million electric vehicles, accounting for almost 16% of the global electric car sales in 2021. It is expected to remain the world's largest EV market in the future. The development of charging infrastructure is further propelling EV adoption in the country. Apart from EVs, the increasing penetration of telecommunication services indicates a high demand for secondary batteries.
  • Similarly, in Japan, 5G services started in 2020, and an increasing number of subscribers are likely to switch to 5G during the forecast period, thus resulting in a surge in the demand for 5G towers and secondary batteries.
  • Therefore, based on such factors, Asia-Pacific is likely to dominate the secondary battery market during the forecast period.

Secondary Battery Market Competitor Analysis

The secondary battery market is highly fragmented. Some of the major players include (in no particular order) Contemporary Amperex Technology Co. Limited, BYD Co. Ltd, Duracell Inc., EnerSys, and Tesla Inc.

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 Battery/Raw Material Price Trends and Forecast (in USD per kWh or USD per metric ton), by Major Technology Type, till 2027
  • 4.5 International Trade Statistics (Import/Export Data) in USD million, by Major Technology Type, by Major Countries, till 2020
  • 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 Substitutes Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Technology
    • 5.1.1 Lead-acid Battery
    • 5.1.2 Lithium-ion Battery
    • 5.1.3 Other Technologies (NiMh, NiCD, etc.)
  • 5.2 Application
    • 5.2.1 Automotive Batteries (HEV, PHEV, and 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 Other Applications (Power Tools Batteries, SLI Batteries, etc.)
  • 5.3 Geography
    • 5.3.1 North America
    • 5.3.2 Asia-Pacific
    • 5.3.3 Europe
    • 5.3.4 South America
    • 5.3.5 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
    • 6.3.7 LG Chem Ltd
    • 6.3.8 Panasonic Corporation
    • 6.3.9 Saft Groupe SA
    • 6.3.10 Samsung SDI Co. Ltd
    • 6.3.11 Showa Denko KK
    • 6.3.12 Tesla Inc.
    • 6.3.13 TianJin Lishen Battery Joint-Stock Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS