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市场调查报告书
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电动汽车用固态电池：市场占有率分析、产业趋势/统计、成长预测，2024-2029

EV Solid-state Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

电动车固态电池市场规模为1.83亿美元，预计五年内将达到12.14亿美元，预测期内复合年增长率超过45.9%。

电动车固态电池-市场-IMG1

主要亮点

  • COVID-19 大流行最初对市场产生了负面影响，由于生产单位关闭或封锁，2020 年上半年销售量减少。然而，到 2021 年，由于放鬆管制以及激励和救助等政府倡议，市场得以重新获得动力。此外，为了满足不断增长的市场需求，公司正在投资新设施。例如
  • 2023年6月，优美科在比利时奥伦开设了世界上最大、最先进的固态电池材料原型实验室之一。 600平方公尺的设施配备了最先进的设备和技术，支援整个固态电池研究链。
  • 中期来看，对节能、高性能和低排放气体车辆的需求不断增加，有关车辆排放气体的法律规章更加严格，以及电池成本下降是预测期内推动市场成长的主要因素。充当
  • 目前，丰田汽车公司、特斯拉汽车公司、大众工业公司、通用汽车集团、现代起亚汽车集团等公司占据了电动车市场86%以上的份额。此外，这些公司是固态电池市场的早期进入者，预计将继续占领大部分市场。例如，2023年2月，日产宣布将于2025年启动先导计画，并于2028年推出首款采用固态电池的电动车。
  • 亚太地区预计成长最快，其次是欧洲和北美。中国、印度、日本和韩国等国家的汽车工业正倾向于创新、技术以及先进电动车和电池的开发。对减少碳排放和开发更先进电池技术的需求不断增长预计将在预测期内推动市场成长。例如
  • 2023年6月，丰田计划引入先进的固态电池和其他技术，以提高电动车的续航里程和性能并降低成本。

电动车固态电池的市场趋势

扩大电动车销量

  • 世界各地越来越多的运动加速小型小客车电动车 (EV) 的普及，并逐步淘汰配备内燃机的传统车辆。平均燃油价格的上涨反映出欧洲的新电动车註册比例高于其他地区。因此，由于燃油价格上涨，电动车的大规模采用预计将在全球电动动力传动系统市场激增。
  • 欧洲是电动动力传动系统的重要市场，占汽车生产的重要份额。芬兰、挪威、瑞典和荷兰等国家的电动车普及是全世界最高的。 2022年中国成为全球最大的插电式电动车销售市场，同年销量达近6.2辆。中欧和西欧则位居第二，当年售出约 2.7 辆电动车。
  • 2022年纯电动小客车年销量将突破700万辆。预计到2026年终，它将占所有汽车销量的15%左右。因此，电动车登记数量的增加带动了电动车动力传动系统总成产量的增加。
  • 电动车因其较低的初期成本和较低的营运成本而对广大客户，尤其是低收入者俱有吸引力。目前，交通成本占家庭总支出的很大一部分，低收入家庭将从这种更实惠、更方便的选择中受益最多。
  • 电动车需求的增加和固态电池的优势预计将在预测期内推动需求。
电动车固态电池-市场-IMG2

亚太地区有潜力呈现显着成长

亚太市场由中国、印度和日本等国家主导。亚太地区仍是一个不成熟的市场，但潜力巨大。

中国政府正在鼓励引进电动车。该国已经计划逐步淘汰为包括卡车在内的当前一代商用车辆提供动力的柴油。该计划是到2050年完全禁止柴油和汽油汽车。因此，新兴市场是最大的成长市场之一，并有可能推动中国电动车市场以及新商用车的开拓和订单。

印度的电动车市场正处于成长阶段。塔塔、马恆达、马鲁蒂铃木和现代汽车等印度汽车巨头正在努力为印度的电动车提供实惠的选择。此外，政府还提供补贴和计划，以在印度引入电动车。

政府制定了各种减少国内污染的策略。例如，透过 FAME 和 FAME II 政策，该国正在透过向客户提供奖励以及为投资者和製造商建立电动汽车工厂提供有吸引力的选择来促进绿色汽车的快速普及。

此外，塔塔 Nexon 等价格实惠的电动车也吸引着消费者。这款最近推出的中型 SUV 是印度最畅销的汽车之一，一年内售出 4,000 多辆。同样，名爵以合理的价格销售了3000辆电动车，这是推动印度电动车销售成长的另一个因素。

日本政府也提出了2050年实现二氧化碳零排放的「碳中和」目标。儘管受到 COVID-19 大流行的影响，博世仍推出了 Huis Ten 纯电动公车，以实现其环境保护目标。此外，近年来，对插电式混合动力汽车、燃料电池电动车和纯电动车等替代动力车的需求显着增加。全国各地的汽车製造商正在测试电动卡车的潜力，而电动卡车有潜力帮助人们摆脱内燃机汽车，从而保护环境。

这样的案例可以支持电动车市场的成长轨迹，进而推动未来十年对固态电池的需求。

电动车固态电池产业概况

电动车固态电池市场预计将由丰田汽车公司、雷诺集团、Stellantis NV、通用汽车、三菱汽车、大众汽车、福特汽车、现代集团、三星SDI、Panasonic和LG化学主导。公司正在关注这一点。

2022年2月，东风E70在国内交付50辆电动计程车。该车辆被标记为第一款商业性固态电池车辆。

2022年1月，日产、雷诺和三菱结成策略联盟，以加强在电动车市场的地位。在此次合作中，三菱将加强行销，日产将开发固态电池技术，雷诺将开发车辆的电气和电子架构。

其他福利

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

目录

第一章简介

  • 调查先决条件
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

  • 市场驱动因素
    • 电动车销量的成长预计将推动市场
  • 市场抑制因素
    • 电动车固态电池的高成本可能会阻碍市场成长
  • 波特五力分析
    • 新进入者的威胁
    • 买家/消费者的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度

第五章市场区隔

  • 车型
    • 小客车
    • 商用车
  • 推进力
    • 插电式混合电动车
    • 混合车
    • 电池电动车
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 俄罗斯
      • 西班牙
      • 其他欧洲国家
    • 亚太地区
      • 印度
      • 中国
      • 日本
      • 韩国
      • 其他亚太地区
    • 世界其他地区
      • 南美洲
      • 中东/非洲

第六章 竞争形势

  • 供应商市场占有率
  • 公司简介
    • Toyota Motor Corporation
    • Hyundai Motor Company
    • Renault Group
    • Samsung SDI Co. Ltd
    • Volkswagen AG
    • Mitsubishi Motors
    • Ford Motor Company
    • General Motors
    • Stellantis NV
    • LG Chem Ltd

第七章 市场机会及未来趋势

简介目录
Product Code: 72567
EV Solid-state Battery - Market - IMG1

The EV solid-state battery market was valued at USD 183 million, and it is expected to reach USD 1,214 million over the period of five years, registering a CAGR of over 45.9% during the forecast period.

Key Highlights

  • The COVID-19 pandemic initially had a negative impact on the market as the shutdown of manufacturing units, and lockdowns resulted in a decrease in sales during the first half of 2020. However, eased restrictions coupled with notable initiatives of the government in the form of incentives and relief packages helped the market regain momentum by 2021. Further, the companies are also focusing on investing in new facilities due to the increasing demand in the market. For instance,
  • In June 2023, In Olen, Belgium, Umicore opened one of the world's largest and most advanced solid-state battery material prototyping labs. The 600-square-meter facility, outfitted with cutting-edge installations and technology, supports the entire chain of solid-state battery research.
  • Over the medium term, increased demand for fuel-efficient, high-performance, and low-emission vehicles, increasingly strict laws and regulations on vehicle emissions, declining battery costs, etc., are expected to act as primary factors driving the market growth over the forecast period.
  • As of now, the electric vehicle market is dominated by Toyota Motor Corporation, Tesla Motors Inc., Volkswagen AG, Honda Motor Company Ltd., General Motors Group, Hyundai Kia Automotive Group, etc., with more than 86% of the market share. Further, these companies are expected to be early movers in the solid-state battery market and are likely to remain to hold the larger chunk of the market. For instance, In February 2023, Nissan announced that the company is going to start a pilot project in 2025 to bring its first electric car with a solid-state battery by 2028.
  • The Asia-Pacific region is expected to witness the fastest growth, followed by Europe and North America. The automotive industry in countries such as China, India, Japan, and South Korea is inclined toward innovation, technology, and the development of advanced electric vehicles and batteries. The increasing demand for reducing carbon emissions and developing more advanced battery technology is expected to propel the market growth during the forecast period. For instance,
  • In June 2023, To improve the range and performance and to cut costs of its electric vehicles, Toyota is planning to introduce high-performance, solid-state batteries and other technologies.

EV Solid-state Battery Market Trends

Increasing Sales of Electric Vehicle

  • The movement to accelerate the adoption of light-duty passenger electric cars (EVs) and phase out traditional vehicles with internal combustion engines is gaining traction around the world. The increase in average fuel prices reflects the fact that Europe has a higher share of new electric car registrations than other parts of the world. Hence, mass adoption of electric vehicles, owing to rising fuel prices, is expected to proliferate globally in the electric powertrain market.
  • Europe is a crucial market for electric powertrains and holds a substantial share of automotive production. Countries such as Finland, Norway, Sweden, and the Netherlands have the highest adoption rate of EVs in the world. With nearly 6.2 sales that year, China was the world's largest market for plug-in electric car sales in 2022. Central and Western Europe came in second, with approximately 2.7 electric vehicles sold that year.
  • The annual sales volume of battery-electric passenger cars will cross the 7 million mark in 2022. It is expected to account for about 15% of the overall vehicle sales by the end of 2026. Hence, the increase in electric car registrations resulted in an increased production of electric vehicle powertrains.
  • Lower operating expenses, along with lower up-front expenditures, make electric vehicles more appealing to a wider range of customers, particularly low-income customers. Currently, transportation expenditures account for a significant portion of overall household expenses, and low-income households will gain the most from this more reasonable, accessible option.
  • The increasing demand for electric vehicles and the benefits of solid-state batteries are expected to drive the demand over the forecast period.
EV Solid-state Battery - Market - IMG2

Asia-Pacific May Illustrate Enormous Growth

The Asia-Pacific market is led by countries like China, India, and Japan. Asia-Pacific is still an immature market with immense hidden potential.

The government of China is encouraging people to adopt electric vehicles. The country has already made plans to phase out diesel fuel, which runs the current generation of commercial vehicles, such as trucks. The country is planning to completely ban diesel and petrol vehicles by 2050. Therefore, the country, being one of the largest growing electric markets, along with new developments and orders for commercial vehicles, is likely to drive the Chinese electric vehicle market.

The electric vehicle market in India is in the growing stage. Automobile giants in India, including TATA, Mahindra, Maruti Suzuki, and Hyundai Motors, are taking initiatives to provide affordable options for electric vehicles in India. Moreover, the government is providing subsidies and schemes to adopt electric mobility in India.

The government has been formulating various strategies to reduce pollution in the country. For instance, with its FAME and FAME II policies, the country has been providing incentives to customers and attractive options for investors and manufacturers to set up EV plants to propel the nation toward the faster adoption of green vehicles.

Moreover, electric cars at reasonable prices are attracting consumers, such as Tata Nexon. The recently launched mid-size SUV is one of the hot-selling cars in India, and more than 4,000 units have been sold within the year. Similarly, the 3,000 units sold by MG electric cars at a reasonable price is one of the factors increasing the sales of electric cars in India.

The Japanese government also proposed a 'carbon neutral' goal of achieving zero carbon emissions by 2050. To achieve its environmental protection goals, Huis Ten Bosch introduced pure electric buses, despite disruptions of the COVID-19 pandemic. Moreover, the demand for alternatively powered vehicles, such as plug-in hybrids, fuel cell electric vehicles, and battery electric vehicles, has increased significantly over the past few years. Vehicle manufacturers across the country are testing the possibilities of electric trucks, which may support the government's move from IC engine vehicles, thereby protecting the environment.

Such instances may aid the growth trajectory of the electric vehicle market, which, in turn, may propel the demand for solid-state batteries over the coming decade.

EV Solid-state Battery Industry Overview

The EV solid-state battery market is expected to be dominated by Toyota Motor Corporation, Renault Group, Stellantis NV, General Motors, Mitsubishi Motors, Volkswagen AG, Ford Motor Company, Hyundai Group, Samsung SDI, Panasonic, and LG Chem. The companies are focused.

In February 2022, in China, Dongfeng E70 delivered 50 electric sedans for taxis. This vehicle is marked as the first commercially available solid-state battery vehicle.

In January 2022, Nissan, Renault, and Mitsubishi came under a strategic alliance to strengthen their position in the electric vehicle market. In this alliance, Mitsubishi will reinforce marketing, Nissan will develop solid-state battery technology, and Renault will develop electrical and electronics architecture for vehicles.

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
    • 4.1.1 Increasing Sales of Electric Vehicle is Expected to Drive the Market
  • 4.2 Market Restraints
    • 4.2.1 High Cost of EV Solid-State Battery May Hamper the Growth of the Market
  • 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 Vehicle Type
    • 5.1.1 Passenger Cars
    • 5.1.2 Commercial Vehicles
  • 5.2 Propulsion
    • 5.2.1 Plug-in Hybrid Electric Vehicle
    • 5.2.2 Hybrid Electric Vehicle
    • 5.2.3 Battery Electric Vehicle
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 United Kingdom
      • 5.3.2.3 France
      • 5.3.2.4 Russia
      • 5.3.2.5 Spain
      • 5.3.2.6 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 India
      • 5.3.3.2 China
      • 5.3.3.3 Japan
      • 5.3.3.4 South Korea
      • 5.3.3.5 Rest of Asia-Pacific
    • 5.3.4 Rest of the World
      • 5.3.4.1 South America
      • 5.3.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles
    • 6.2.1 Toyota Motor Corporation
    • 6.2.2 Hyundai Motor Company
    • 6.2.3 Renault Group
    • 6.2.4 Samsung SDI Co. Ltd
    • 6.2.5 Volkswagen AG
    • 6.2.6 Mitsubishi Motors
    • 6.2.7 Ford Motor Company
    • 6.2.8 General Motors
    • 6.2.9 Stellantis NV
    • 6.2.10 LG Chem Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS