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市场调查报告书
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1440276

电动汽车电池管理系统：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Electric Vehicle Battery Management System - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3个工作天内

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简介目录

电动车电池管理系统市场规模预计到2024年为117.8亿美元，在预测期内（2024-2029年）预计到2029年将达到504.4亿美元，复合年增长率为33.76%。

电动车电池管理系统-市场

儘管新型冠状病毒肺炎 (COVID-19)感染疾病对全球汽车产业造成负面影响，但 2020 年全球电动车销量仍录得大幅成长。这主要是由于政府补贴、电动车充电基础设施的扩张以及燃油价格上涨。 2021 年将出现同样的成长趋势，并且在预测期内可能会持续下去。疫情扰乱了全球供应链，导致 BMS 组件和系统的生产和交付出现延误和短缺。另一方面，疫情也加速了电动车的普及，增加了BMS技术的需求。总体而言，疫情对 BMS 产业的长期影响可能是正面的。

从中期来看，对永续交通和清洁能源不断增长的需求将推动对电池式电动车的需求。诸如车辆范围、高昂的预付价格、有限的车型可用性和缺乏知识等消费者限制正在透过促销活动和政府立法得到解决。这些变数将影响电动车的需求并推动电池管理系统市场。

由于电动车的普及，全球对电池管理系统 (BMS) 的需求预计将快速增长。然而，由于快速的工业化和都市化以及中国和印度等国家对电动车的需求不断增长，预计亚太地区将引领BMS市场。北美和欧洲等其他地区的 BMS 市场预计也将显着成长。

电动车日益增长的需求将导致电池化学和材料的技术进步，需要更先进、更有效率的BMS来确保电池的安全和性能。

电动车电池管理系统市场趋势

电池电动车领域预计将主导市场

世界各国政府一直在积极制定政策鼓励采用电动车。中国、印度、法国和英国已宣布计划在 2040 年完全淘汰汽油和柴油汽车。随着电动车需求的增加，对电池管理系统的需求也将逐渐增加。

电动车在世界各地逐渐发展，货运公司将其现有车队转换为电力推进车辆。OEM正在重新定义电动车蓝图。这对目标市场的成长产生正面影响。例如，

  • Lordstown Motors 是一家专注于为商用车队市场製造电动轻型皮卡的公司，宣布其 Endurance 全尺寸 BEV 皮卡将于 2022 年 12 月在 CES Mobility 西厅 5274 号展位展出。和谐 (MIH)联盟。
  • 2022 年 12 月，洛杉矶世界机场 (LAWA) 宣布首款大型电动车 Nikolatore 抵达。这是机场向全电动机过渡的重要一步。

电动车的成长趋势预计也将推动未来市场的成长。比亚迪、Proterra、塔塔和沃尔沃等知名公司正在努力将其产品在全部区域本地化，以减少对其他公司和进口的依赖。例如，

  • 2022 年 12 月，马来西亚沃尔沃汽车 (VCM) 推出了 C40 Recharge，这是该公司继 XC40 Recharge 纯电动车之后的第二款纯电动车型。作为沃尔沃莎阿南工厂生产的本地组装（CKD）车型，C40 也将受益于政府的 CKD EV 激励措施，直至 2025 年 12 月 31 日。
  • 2022年12月，丰田马达欧洲公司（TMEs）推出了丰田bZ紧凑型SUV概念车，这是一款由法国丰田欧洲设计与开发公司（ED2）在欧洲设计的全电池电动车。

监管机构制定了严格的法规来减少燃油排放和改善道路安全。此外，消费者对碳排放和能源永续交通的趋势为预测期内渗透目标市场提供了潜在机会。

预计欧洲将占据很大的市场份额

关于电力推广计划，德国目前正在实施一项策略，以满足更严格的排放标准。联邦政府的气候保护计画旨在主要透过交通创新（重点是电动交通）来实现 2030 年气候目标。为了推广清洁汽车，各国推出了购买补贴、所有权税和公司汽车税等激励措施和投资。

减轻重量是电动车和电器设计的首要任务。很少有公司设计整合两个或多个组件以减轻重量的紧凑模组。例如，

海拉于 2021 年 4 月发布了 PowerPack 48 Volt。它将电力电子和电池管理整合到一款产品中，每行驶一公里可减少 5-6 克二氧化碳排放。该解决方案是海拉与中国电池製造商合作开发的，并计划于 2024 年在上海投入量产。

各国政府也正在实施更多支持性政策，包括基础设施投资、鼓励普及最新低排放和零排放气体汽车的一系列措施，以及帮助增加电动车市场份额的长期购买激励措施。支持产业发展。因此，电动车电池管理系统的市场前景预计在预测期内将会增强。

  • 2023 年 1 月，中国汽车製造商比亚迪本季开始在英国销售汽车，电动车在英国的市场占有率正在扩大。该公司在沃伦·巴菲特旗下的伯克希尔·哈撒韦公司的支持下，宣布任命四家英国经销商合作伙伴：Pendragon、Arnold Clark、Lookers 和 LSH。比亚迪的首款车型将是 Atto 3 SUV，更多经销商合作伙伴和定价将于 2019 年公布。在接下来的几週内。
  • 2021年6月，义法半导体宣布与Arrival建立合作伙伴关係，为Arrival的车辆提供半导体技术和产品，包括汽车微控制器以及电源和电池管理设备。 Arrival 选择 ST 作为其主要合作伙伴之一，将连网型电动车推向市场。 Arrival为其模组化ECU平台选择了ST的安全汽车微控制器，以及智慧电源和电池管理设备等其他ST技术。

该公司正在开发具有电池管理系统的新型电池模组，以减轻车辆重量。例如，

2021年6月，Leclanch SA宣布开发出新一代锂离子电池模组，名为M3。它配备了功能安全的从电池管理系统 (BMS) 单元，可与功能安全的主电池管理系统单元通讯。

考虑到这些因素，预计在预测期内，电动车电池管理系统的需求将保持在积极的一面。

电动汽车电池管理系统产业概况

电动车电池管理系统市场由瑞萨电子公司、恩智浦半导体公司、Keihin公司、TE Con​​nectivity 和 Analog Devices 公司等几家主要企业主导。此外，这个市场往往对新进入者非常有吸引力，并且在该市场运营的公司都专注于实施先进技术以获得竞争优势。例如，

  • 2022年5月，博格华纳宣布与一家未公开姓名的国际汽车製造商签署了供应电池管理系统（BMS）的合约。从 2023 年中开始的车型将率先采用新的博格华纳 BMS 技术，可提高电池组性能、安全性和使用寿命。
  • 2022 年 1 月，菲亚特动力科技宣布推出两款电动车桥和电池组，并配备根据客户需求量身订製的电池管理系统。展出了专为 Nikolatore 设计的整合式电子车桥。适用于 44 吨以下 GVW 车辆的双马达车桥确保了高性能和高效率，每个马达的最大功率为 420 kW，最大扭力为 900 Nm。
  • 2021 年10 月，巴拉德动力系统和Forsea Power 宣布建立策略合作伙伴关係，共同开发完全整合的燃料电池和电池解决方案，为重型氢移动应用提供优化的性能、成本和安装。宣布双方签署了一份谅解备忘录(MOU) ）。

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
  • 市场限制因素
  • 产业吸引力－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
    • 替代产品的威胁
    • 竞争公司之间敌对的强度

第五章市场区隔（金额、市场规模）

  • 按成分
    • 积体电路
    • 截止 FET 和 FET 推动因素
    • 温度感应器
    • 电量计/电流测量装置
    • 微控制器
    • 其他组件
  • 依推进类型
    • 电池电动车
    • 混合车
  • 按车型
    • 小客车
    • 商用车
  • 按地区
    • 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
      • 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
    • 中东和非洲
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 其他中东和非洲

第六章 竞争形势

  • 供应商市场占有率
  • 公司简介
    • Infineon Technologies AG
    • Silicon Laboratories
    • NXP Semiconductors
    • Vitesco Technologies
    • TE Connectivity
    • Renesas Electronics Corporation
    • Keihin Corporation
    • Texas Instruments Incorporated
    • Analog Devices Inc.
    • Visteon Corporation

第七章市场机会与未来趋势

简介目录
Product Code: 72117

The Electric Vehicle Battery Management System Market size is estimated at USD 11.78 billion in 2024, and is expected to reach USD 50.44 billion by 2029, growing at a CAGR of 33.76% during the forecast period (2024-2029).

Electric Vehicle Battery Management System - Market

Despite the negative COVID-19 impact on the global automotive industry, electric vehicle sales for the year 2020 witnessed significant growth worldwide. This was primarily attributed to government subsidies, expanding electric vehicle charging infrastructure, and a rise in fuel prices. The same growth trend was witnessed for 2021 and will likely continue during the forecast period. The pandemic has disrupted global supply chains, causing delays and shortages in the production and delivery of BMS components and systems. On the other hand, the pandemic has also accelerated the adoption of electric vehicles, which has driven the demand for BMS technology. Overall, the long-term impact of the pandemic on the BMS industry is likely to be positive.

Over the medium term, rising demand for sustainable transportation and cleaner energy has engaged the demand for battery electric vehicles. Consumer constraints such as vehicle range, greater upfront prices, limited model availability, and lack of knowledge are being solved by promotional activities and government legislation. These variables will have an impact on the demand for electric vehicles, which will drive the battery management system market.

The demand for battery management systems (BMS) is expected to grow rapidly across the globe, driven by the increasing adoption of electric vehicles. However, Asia Pacific is expected to lead the market for BMS due to the rapid industrialization and urbanization in the region, as well as the increasing demand for electric vehicles in countries such as China and India. Other regions, such as North America and Europe, are also expected to experience significant growth in the BMS market.

The growing demand for electric vehicles will lead to technological advancements in battery chemistry and materials, which will require more sophisticated and efficient BMS to ensure the safety and performance of batteries.

Battery Management System for Electric Vehicle Market Trends

Battery Electric Vehicle Segment Anticipated to Dominate the Market

Governments around the world have been proactive in enacting policies to encourage the adoption of electric vehicles. China, India, France, and the United Kingdom have announced plans to phase out petrol and diesel vehicles before 2040 completely. As the demand for EVs increases, the demand for battery management systems will also increase gradually.

Electric mobility is gradually growing around the world, owing to which the goods transportation companies are also converting their existing fleets into electric propulsion-based vehicles. OEM is redefining its roadmap for electric vehicles. This will positively impact the target market growth. For instance,

  • In December 2022, Lordstown Motors Corp., which focuses on building electric light-duty pickup trucks for the commercial fleet market, announced that the Endurance full-size BEV pickup truck will be on display at CES in the West Hall Booth 5274 of the Mobility in Harmony (MIH) Consortium.
  • In December 2022, Los Angeles World Airports (LAWA) announced the arrival of its first Nikola Tre heavy-duty battery-electric vehicle, a significant step forward in the airport's transition to a fully electric fleet.

The increase in the trend of electric vehicles is also expected to drive market growth in the future. Prominent companies such as BYD, Proterra, Tata, Volvo, and others are trying to localize their products across the regions they operate to reduce the dependence on other players and imports. For instance,

  • In December 2022, Volvo Car Malaysia (VCM) unveiled the C40 Recharge, the company's second BEV model after the XC40 Recharge Pure Electric. The C40, as a locally assembled (CKD) model from Volvo's Shah Alam plant, will also benefit from the government's CKD EV incentives until December 31, 2025.
  • In December 2022, Toyota Motor Europe (TMEs unveiled the Toyota bZ Compact SUV Concept, a full-battery-electric vehicle designed in Europe by Toyota European Design and Development (ED2) in France.

Regulatory bodies have laid down stringent regulations about bringing down fuel emissions and increasing road safety. Furthermore, Consumer inclination toward carbon emission and energy-sustainable transportation will provide potential opportunities for target market penetration over the forecast period.

Europe Expected to Hold Significant Share in the Market

In terms of pro-electric plans, Germany is now implementing strategies to meet stricter emission standards. The federal government's climate protection program, which aims to meet its 2030 climate targets primarily through transportation innovation, places a premium on electric mobility. To promote clean cars, the country is introducing incentives and investments such as a purchase grant, ownership tax, and company car tax.

Weight reduction is a top priority in the design of electric vehicles and products. Few companies are designing compact modules integrating two or more components to save weight. For example,

Hella's introduced the PowerPack 48 Volt in April 2021, which combines power electronics and battery management in one product and saves 5 to 6 grams of CO2 per kilometer driven. This solution, which HELLA is developing in collaboration with a Chinese cell manufacturer, is set to enter series production in Shanghai in 2024.

The government is also aiding the industry growth with more supportive policies: investment in infrastructure; broader measures to encourage uptake of the latest, low and zero-emission cars; and long-term purchase incentives to help the country grow its share in the EV market. This is expected to bolster the market prospects for battery management systems for EVs during the forecast period.

  • In January 2023, BYD, a Chinese automaker, began selling vehicles in the United Kingdom this quarter, where electric vehicles are gaining market share. According to the automaker, backed by Warren Buffett's Berkshire Hathaway, it has appointed four UK dealer partners in Pendragon, Arnold Clark, Lookers, and LSH.BYD's first model will be the Atto 3 SUV, and more dealer partners and pricing will be announced in the coming weeks.
  • In June 2021, STMicroelectronics announced its collaboration with Arrival to provide semiconductor technologies and products for Arrival's vehicles, including automotive microcontrollers and power and battery-management devices. Arrival has chosen ST as one of its key partners in bringing its connected Evs to market. Arrival has selected ST's secure automotive microcontrollers for their modular ECU platform, as well as other ST technologies, including smart-power and battery-management devices.

Although companies are developing new battery modules with a battery management system to reduce the weight of the vehicles. For instance,

In June 2021, Leclanche SA announced that it had developed a new generation of lithium-ion battery modules called M3; it is fitted with a functionally safe slave battery management system (BMS) unit which communicates with a functionally safe master battery management system unit.

Considering these factors demand for Electric Vehicle Battery Management Systems is anticipated to remain on the positive side of the graph during the forecast period.

Battery Management System for Electric Vehicle Industry Overview

The Electric Vehicle Battery Management System Market is dominated by several key players such as Renesas Electronics Corporation, NXP Semiconductors, Keihin Corporation, TE Connectivity, Analog Devices Inc., and others. Moreover, the market tends to be highly attractive for new players, and companies operating in the market have been focusing on launching advanced technologies to gain a competitive advantage. For instance,

  • In May 2022, BorgWarner Inc. announced that the company had got a deal from an undisclosed international vehicle manufacturer to supply its Battery Management System (BMS). Model years beginning in the middle of 2023 will be the first to come with the new BorgWarner BMS technology, which improves the performance, security, and lifespan of battery packs.
  • In January 2022, FPT Industrial announced presenting two e-axles and a battery pack with a Battery Management System customized to meet customer needs. It displayed an integrated e-Axle designed for the Nikola Tre. A dual-electric motor axle for GVW vehicles up to 44 tons guarantees high performance and efficiency with a maximum power of 420 kW and a maximum torque of 900 Nm for each motor.
  • In October 2021, Ballard Power Systems and Forsee Power announced signing a memorandum of understanding (MOU) for a strategic partnership to develop fully integrated fuel cell and battery solutions optimized for performance, cost, and installation for heavy-duty hydrogen mobility applications.

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 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size in Value USD Million)

  • 5.1 By Components
    • 5.1.1 Integrated Circuits
    • 5.1.2 Cutoff FETs and FET Driver
    • 5.1.3 Temperature Sensor
    • 5.1.4 Fuel Gauge/Current Measurement Devices
    • 5.1.5 Microcontroller
    • 5.1.6 Other Components
  • 5.2 By Propulsion Type
    • 5.2.1 Battery Electric Vehicles
    • 5.2.2 Hybrid Electric Vehicles
  • 5.3 By Vehicle Type
    • 5.3.1 Passenger Car
    • 5.3.2 Commercial Vehicles
  • 5.4 By Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
      • 5.4.1.3 Rest of North America
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 United Kingdom
      • 5.4.2.3 France
      • 5.4.2.4 Russia
      • 5.4.2.5 Spain
      • 5.4.2.6 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 China
      • 5.4.3.2 India
      • 5.4.3.3 Japan
      • 5.4.3.4 South Korea
      • 5.4.3.5 Rest of Asia-Pacific
    • 5.4.4 South America
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 Rest of South America
    • 5.4.5 Middle-East and Africa
      • 5.4.5.1 United Arab Emirates
      • 5.4.5.2 Saudi Arabia
      • 5.4.5.3 Rest of Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Infineon Technologies AG
    • 6.2.2 Silicon Laboratories
    • 6.2.3 NXP Semiconductors
    • 6.2.4 Vitesco Technologies
    • 6.2.5 TE Connectivity
    • 6.2.6 Renesas Electronics Corporation
    • 6.2.7 Keihin Corporation
    • 6.2.8 Texas Instruments Incorporated
    • 6.2.9 Analog Devices Inc.
    • 6.2.10 Visteon Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS