查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1430026

电动汽车电池：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Electric Vehicle Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

电动车电池市场规模预计到2024年为620.7亿美元，预计到2029年将达到1784.6亿美元，在预测期内（2024-2029年）复合年增长率为23.52%。

电动汽车电池-市场-IMG1

主要亮点

  • 中期来看，锂离子电池价格下降、电动车需求成长以及政府促销的支持政策等因素预计将成为预测期内电动车电池市场最重要的驱动因素之一预计会有一个。
  • 另一方面，重要原料的供需有缺口。这对预测期内的电动车电池市场构成威胁。
  • 然而，政府对公共充电基础设施部署的支持政策和投资，加上电动车效率的提高，预计将在不久的将来为市场成长创造重大机会。
  • 由于中国、印度和日本等国家的需求不断增长，预计亚太地区电动车电池市场将显着成长。

电动车电池市场趋势

锂离子电池占市场主导地位

  • 锂离子电池是一种安装在电动车中的二次电池，具有比镍镉二次电池或铅酸二次电池更高的能量密度。锂离子电池的这些特性使得製造商能够缩小电池组的整体尺寸以节省空间。锂离子电池是最轻的金属之一。锂离子电池不含锂金属，但含有离子。
  • 锂离子电池越来越受欢迎，主要是因为与其他类型的电池相比，其具有良好的容量重量比。推动锂离子电池普及的其他因素包括改进的性能（更长的使用寿命、更少的维护）、更长的保质期、环保和更快的充电。锂离子电池的价格通常高于其他电池，但由于竞争对手研发活动的活性化，锂离​​子电池的价格开始下降。
  • 锂离子电池传统上主要用于行动电话和电脑等家用电子电器，但电动车越来越受欢迎，因为它不排放任何二氧化碳或氮氧化物等温室气体，对环境影响较小。因此，重新设计它们以用于为混合动力汽车和全电动汽车 (EV) 提供动力的趋势日益明显。
  • 蜂巢能源科技将在德国萨尔路易斯兴建欧洲首家锂离子电池工厂，计画于年终投产。
  • 2022年5月，Stellantis NV和三星SDI宣布将在美国印第安纳州科科莫建造电动车锂离子电池製造工厂。该工厂计划于2025年运作，初始产能为23GWh，目标是在未来几年扩大至33GWh。该合资企业计划在该製造工厂投资超过25亿美元。
  • 锂离子电池比其他电池技术更安全，所有电池製造商都制定了安全措施和标准，以在电池故障时保护消费者。
  • 预计私人和商用车应用电动车将出现令人兴奋的新市场，这将推动全球对锂离子电池的需求。此外，与其他电池（即阀控铅酸电池）相比，锂离子电池具有多种优势，使其适合在资料中心使用。
  • 此外，由于电动车占小客车总数和销售车辆数量的比例增加，欧洲和北美对锂离子电池的需求正在增加。此外，欧盟2019年推出的「绿色交易」可能会增加电动车的份额，从而进一步提振预测期内对锂离子电池的需求。 《绿色交易新政》的目标是到2030年将碳排放减少50%以上，到2050年达到碳中和。
  • 全球电动车销量大幅成长。 2022 年全球销售量达 730 万台，高于 2021 年的 460 万台。电动车销量的增加将导致锂离子电池的需求增加。
  • 因此，鑑于以上几点，预计锂离子电池将在预测期内占据市场主导地位。
电动汽车电池-市场-IMG2

亚太地区预计将出现显着成长

  • 预计亚太地区将主导全球市场。随着中国、日本和印度等国家越来越多部署电动车，以及都市化和购电平上涨导致汽车需求增加，预计该地区的锂离子电池使用量将大幅增长。
  • 商业和工业（C&I）行业正在吸引更多计划开发商的关注，主要是由于中国和印度的强劲增长，以及能源效率标准、高峰电价上涨和技术进步等有利政策的推动。该地区对锂离子能源储存系统的需求。
  • 中国是最大的电动车市场之一，该国增加电动车的采用符合清洁能源政策。此外，中国政府也提供财政和非财政奖励来鼓励电动车的采用。
  • 在印度，锂离子电池主要用于电动车。印度是亚太地区锂离子电池的主要进口国，2022年4月至11月期间进口约5.486亿个锂离子电池，2021年至2022年期间进口约600万个锂离子电池（当量）至18.3 亿美元）。
  • 印度政府的目标是到 2030 年将 100% 的两轮车和三轮车转化为电动车，并将 30% 的汽车销量转化为电动交通。目前，印度依赖其他国家采购电动车电池，导致电动车价格飙升。如果电动车在印度汽车产业普及，预计锂离子电池的国内生产将得到促进并在经济上变得可行。
  • 综上所述，预计亚太地区电动汽车电池市场在预测期内将显着成长。
电动车电池-市场-IMG3

电动汽车电池产业概况

电动车电池市场适度分散。市场主要企业（排名不分先后）包括松下公司、LG Energy Solution Ltd、当代新能源科技、三星SDI、比亚迪等。

其他福利：

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

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第 2 章执行摘要

第三章调查方法

第四章市场概况

  • 介绍
  • 2028年之前的市场规模与需求预测（单位：美元）
  • 政府法规政策
  • 最新趋势和发展
  • 投资机会
  • 市场动态
    • 促进因素
      • 锂离子电池价格下降
      • 政府扶持政策促销
    • 抑制因素
      • 主要原料供需缺口
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第五章市场区隔

  • 电池类型
    • 铅酸蓄电池
    • 锂离子电池
    • 其他电池类型
  • 车辆类型
    • 纯电动车（BEV）
    • 插电式混合动力汽车(PHEV)
    • 混合动力电动车（HEV）
  • 按地区分類的市场分析（到 2028 年的市场规模和需求预测（仅按地区））
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 中东/非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 其他中东和非洲

第六章 竞争形势

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 市场占有率分析
  • 公司简介
    • Panasonic Corporation
    • LG Energy Solution Ltd
    • Contemporary Amperex Technology Co. Ltd
    • Samsung SDI Co. Ltd
    • BYD Co. Ltd
    • Narada Power Source Co. Ltd
    • East Penn Manufacturing Company
    • GS Yuasa Corporation
    • Clarios
    • Hitachi Ltd

第七章 市场机会及未来趋势

  • 随着电动车变得更加高效，公共充电基础设施投资增加
简介目录
Product Code: 54316

The Electric Vehicle Battery Market size is estimated at USD 62.07 billion in 2024, and is expected to reach USD 178.46 billion by 2029, growing at a CAGR of 23.52% during the forecast period (2024-2029).

Electric Vehicle Battery - Market - IMG1

Key Highlights

  • Over the medium term, factors such as declining lithium-ion battery prices, growing demand for electric vehicles and supportive government policies to promote electric vehicle sales, are expected to be one of the most significant drivers for the electric vehicle battery market during the forecast period.
  • On the other hand, demand-supply gap of the vital raw materials. This poses a threat to the electric vehicle battery market during the forecast period.
  • Nevertheless, supportive government policies and investment for the deployment of the public charging infrastructure clubbed with the increasing efficiency of the electric vehicle are expected to create a significant opportunity for the market's growth in the near future.
  • Asia-Pacific is expected to witness a significant growth in the electric vehicle battery market, owing to the increasing demand from countries such as China, India, Japan, and other countries.

EV Battery Market Trends

Lithium-ion Battery to Dominate the Market

  • A lithium-ion battery is a type of rechargeable battery installed in electric vehicles and has a higher energy density when compared to nickel-cadmium and lead-acid rechargeable batteries. These features of the lithium-ion batteries will enable the manufacturers to save space by reducing the overall battery pack size. It is one of the lightest metals. Although lithium-ion batteries do not contain any lithium metal, they contain ions.
  • Lithium-ion battery is gaining more popularity compared to other battery types, majorly due to its favorable capacity-to-weight ratio. Other factors that contribute towards boosting its adoption include better performance (long life and low maintenance), better shelf life, Environment friendly and fast charging. The price of lithium-ion batteries is usually higher than other batteries but it has started declining due to increase in R&D activities by other competitors.
  • Lithium-ion batteries have traditionally been used mainly in consumer electronic devices, such as mobile phones and PCs, but 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 EV does not emit any CO2, nitrogen oxides, or any other greenhouse gases.
  • SVOLT energy Technology plans to build the first European lithium-ion cell factory in Saarlouis, Germany, with production scheduled to begin by the end of 2023.
  • In May 2022, Stellantis N.V. and Samsung SDI announced the construction of an electric-vehicle lithium-ion battery manufacturing facility in Kokomo, Indiana, United States. It is anticipated that the plant will be operational in 2025, with an initial capacity of 23 GWh, with an aim to increase to 33 GWh in the next few years. The joint venture company is going to invest over USD 2.5 billion in the manufacturing plant.
  • Lithium-ion batteries are more than safer than other battery technologies, and all the battery manufacturers ensure safety measures and standards to protect consumers in case of a battery failure.
  • The emergence of new and exciting markets via electric vehicles for both personal and commercial vehicle applications is projected to drive the demand for lithium-ion batteries across the globe. Furthermore, lithium-ion batteries have several merits over other batteries (i.e., valve-regulated lead-acid), which make it preferable to be used in data centers.
  • Further, the share of EVs in total passenger cars has been increasing and owing to the increased sales, the demand for lithium-ion batteries in Europe and North America has been increasing. Moreover, with the 'Green Deal policy' launched in 2019 by the European Union, the share of EVs is likely to increase, further driving the demand for lithium-ion batteries during the forecast timeframe. 'Green Deal Policy' aims to reduce the carbon emission by more than 50% by 2030 to achieve carbon neutrality target by 2050.
  • The sales of electric vehicles is increasing significantly across the world. The global sales reached 7.3 million units in 2022 increased from 4.6 million in 2021. The rising sales of electric vehicles leads to rise in the demand for lithium-ion batteries.
  • Hence, owing to the above points, the lithium-ion batteries are expected to dominate the market during the forecast period.
Electric Vehicle Battery - Market - IMG2

Asia-Pacific Expected to Witness Significant Growth

  • The Asia-Pacific region is expected to dominate the global market. With the increasing deployment of electric vehicles in countries such as China, Japan, and India, and the high demand for vehicles with urbanization and increasing power purchase parity, the usage of lithium-ion batteries is expected to witness significant growth in the region.
  • Favorable policies, such as the energy efficiency standards and increasing peak demand charges and technological advances, have led to the commercial and industrial (C&I) sector receiving more attention from project developers, primarily driven by strong growth in China and India, which, in turn, is expected to drive the demand for lithium-ion-based energy storage systems in the region.
  • 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 India, lithium-ion batteries are mainly used in electric vehicles. India is a major importer of lithium-ion batteries in the Asia-Pacific region and during April-November 2022, the country had imported approximately 548.6 million units of lithium-ion batteries and the country imported around 616.8 million units of lithium-ion batteries during 2021-2022 worth USD 1.83 billion.
  • The government of India is targeting the conversion of two and three-wheelers into 100% electric ones and the total automotive sales to 30% into e-mobility by 2030. Currently, India is dependent on other countries for sourcing EV batteries, which has resulted in the hiked price of EVs. The penetration of EVs in the Indian automotive sector is expected to bolster indigenous manufacturing of Li-ion batteries to make them economically viable.
  • Hence, owing to the above points, Asia-Pacific is expected to witness a significant growth in EV battery market during the forecast period.
Electric Vehicle Battery - Market - IMG3

EV Battery Industry Overview

The electric vehicle battery market is moderately fragmented. Some of the major companies in the market (in no particular order) include Panasonic Corporation, LG Energy Solution Ltd, Contemporary Amperex Technology Co. Ltd, Samsung SDI Co. Ltd, and BYD Co. Ltd., amongst 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 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, until 2028
  • 4.3 Government Policies and Regulations
  • 4.4 Recent Trends and Developments
  • 4.5 Investment Opportunities
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Declining Lithium-ion Battery Prices
      • 4.6.1.2 Supportive Government Policies to Promote Electric Vehicle Sales
    • 4.6.2 Restraints
      • 4.6.2.1 Demand-Supply Gap of the Vital Raw Materials
  • 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 Battery Type
    • 5.1.1 Lead-acid Battery
    • 5.1.2 Lithium-ion Battery
    • 5.1.3 Other Battery Types
  • 5.2 Vehicle Type
    • 5.2.1 Battery Electric Vehicle (BEV)
    • 5.2.2 Plug-in Hybrid Electric Vehicle (PHEV)
    • 5.2.3 Hybrid Electric Vehicle (HEV)
  • 5.3 Geography (Regional Market Analysis {Market Size and Demand Forecast till 2028 (for regions only)})
    • 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 France
      • 5.3.2.3 United Kingdom
      • 5.3.2.4 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 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle-East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 South Africa
      • 5.3.5.4 Rest of 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 Market Share Analysis
  • 6.4 Company Profiles
    • 6.4.1 Panasonic Corporation
    • 6.4.2 LG Energy Solution Ltd
    • 6.4.3 Contemporary Amperex Technology Co. Ltd
    • 6.4.4 Samsung SDI Co. Ltd
    • 6.4.5 BYD Co. Ltd
    • 6.4.6 Narada Power Source Co. Ltd
    • 6.4.7 East Penn Manufacturing Company
    • 6.4.8 GS Yuasa Corporation
    • 6.4.9 Clarios
    • 6.4.10 Hitachi Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Rising Investment for the Deployment of the Public Charging Infrastructure Clubbed with the Increasing Efficiency of the Electric Vehicle