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市场调查报告书
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1521640

电动汽车用镍基电池：市场占有率分析、产业趋势与成长预测（2024-2029）

Nickel-based Batteries For Electric Vehicles - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 88 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到2024年，电动车用镍基电池的市场规模将达到22.5亿美元，在预测期内（2024-2029年）复合年增长率为3.85%，到2029年将达到32.8亿美元。

电动车用镍基电池市场

从长远来看，电动车产业技术的快速发展预计将推动电动车镍基电池市场的发展。设计和製造的改进、消费者偏好的变化、对永续性和气候变迁的日益关注以及政府监管压力和行动继续改变支持汽车产业的结构和系统。这种转变的一个例子是电动车需求的激增。

由于电动车相对于传统汽车具有成本优势，因此电动车电池市场预计将扩大。此外，政府促进电动车销售的支持政策预计将在预测期内增加对电动车镍基电池的需求。

然而，电动车高成本、钴等关键原材料供需缺口以及充电基础设施缺乏预计将抑制市场成长。主要汽车製造商正在与电池公司合作，以利用快速发展的电动车产业。

随着各大汽车製造商对电动车领域表现出兴趣，电动车电池的需求不断增加。然而，许多电动车製造商正专注于开发自己的电池组。预计这些因素将在预测期内推动市场。

电动车镍基电池市场趋势

电池电动车领域预计将主导市场

对永续交通和清洁能源不断增长的需求正在增加对纯电动车的需求。促销和政府法规正在解决消费者的限制，例如范围、较高的初始价格、有限的型号可用性和缺乏知识。这些因素预计将影响纯电动车的需求，并推动电动车用镍基电池市场的发展。

  • 预计 2022 年纯电动车销量将达到 730 万辆，高于 2021 年的约 460 万辆。纯电动车销售的蓬勃发展得益于多种因素，包括消费者对更永续交通的兴趣增加以及政府遏制直接交通排放的法规。 2021年销量较2020年成长一倍多，2022年电动车销量再创新高。

镍在电动车电池中发挥重要作用。用于生产电池。这种材料用作锂离子电池的基础，锂离子电池是电动车中非常常见的能源来源。此外，随着汽车製造商继续为远距、高性能和许多入门级新车选择高镍电池，电池电动车的镍重量将在2023年7月每年增加8%。

近年来，一些汽车製造商正在逐步製定考虑电气化的商业策略，以增加市场占有率并保持竞争力。公司保持这一立场是为了遵守政策法规或回应政府激励措施。各公司也宣布计划增加型号选择，以便在未来几年更快推出，从而在预测期内提振镍基电池市场。

  • 全球最大的汽车製造商丰田计划在 2030 年推出 30 款纯电动车。该公司的目标是每年销售 350 万辆电动车。Lexus的目标是到 2035 年实现全球 100% 纯电动车销量。
  • 福斯汽车宣布，到2030年，欧洲所有电动车销量将超过70%，中国和美国超过50%。到 2040 年，几乎 100% 的车辆应实现零排放。同时，沃尔沃致力于在2030年成为一家全电动汽车公司。

由于这些因素，全球范围内电动车中镍基电池的采用正在增加。预计这种积极趋势将在预测期内推动镍基电池市场的成长。

亚太地区预计将主导目标市场

预计亚太地区将占据全球镍基电池市场的大部分份额。该地区可支配收入的增加和国内生产总值的成长正在推动市场。预计在预测期内，全部区域地区的目标商标产品製造商和供应商将大力扩张，以满足汽车零件製造、汽车销售、政府监管收紧和汽车行业不断增长的需求。

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。

  • 例如，2022年，中国纯电动车产量约547万辆，较2021年成长85.8%。同年，中国插电式混合动力汽车产量约159万辆，与前一年同期比较成长164.2%。

此外，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，并将汽车总销量的 30% 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。

  • 2023年6月，日本经济产业省宣布将向丰田汽车公司等七个与蓄电池及其零件技术开发和资本投资相关的计划投资1,276亿日圆（9亿美元）。

由于这些新兴市场的开拓，电动车产业预计在预测期内将大幅成长，为镍基电池市场创造机会。

电动汽车镍基电池产业概况

电动车镍基电池市场适度整合。其中包括Panasonic控股、FDK Corporation、Energizer Holdings、GS Yuasa International 和 EnerSys。市场上的几家公司正致力于改进产品系列以扩大基本客群。其他一些主要企业的目标是透过产品发布、扩大产品范围、增加製造以及与其他公司结盟来扩大其市场份额。例如

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
    • 电动车需求的增加推动市场成长
  • 市场挑战
    • 原料短缺可能成为短期障碍
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买家/消费者的议价能力
    • 新进入者的威胁
    • 竞争公司之间敌对关係的强度
    • 替代品的威胁

第五章市场区隔

  • 依推进类型
    • 电池电动车
    • 混合车
    • 插电式混合电动车
    • 燃料电池电动车
  • 按类型
    • 镍镉
    • 镍金属氢化物
    • 其他（镍铁、镍锌等）
  • 按车型
    • 客车
    • 商用车

第六章 竞争状况

  • 供应商市场占有率
  • 公司简介
    • EnerSys
    • GS Yuasa International Ltd
    • Energizer Holdings Inc.
    • Panasonic Holdings Corporation
    • Duracell
    • Varta AG
    • FDK Corporation
    • BYD Company
    • Primearth EV Energy Co. Ltd
    • GP Batteries International
    • Saft Group
    • HBL Batteries
    • Alcad ab

第七章 市场机会及未来趋势

简介目录
Product Code: 50002113

The Nickel-based Batteries For Electric Vehicles Market size is estimated at USD 2.25 billion in 2024, and is expected to reach USD 3.28 billion by 2029, growing at a CAGR of 3.85% during the forecast period (2024-2029).

Nickel-based Batteries For Electric Vehicles - Market

Over the long term, rapid technological developments in the electric vehicle industry are expected to drive nickel-based batteries for the electric vehicle market. Improvements in design and manufacturing, changing consumer preferences, growing concern about sustainability and climate change, and governmental regulatory pressures and measures continue to transform the structures and systems that underpin the automotive industry. An example of such transformation is the rapid rise in the demand for electric vehicles.

The cost advantages of electric vehicles over conventional vehicles and other factors are expected to help the electric vehicle battery market expand. Moreover, supportive government policies to promote electric vehicle sales are expected to increase the demand for nickel-based batteries for electric vehicles over the forecast period.

However, the high cost of electric vehicles, the demand-supply gap of vital raw materials such as cobalt, and the lack of charging infrastructure are expected to restrain the market's growth. Leading automakers are working with battery companies to take advantage of the rapidly expanding electric vehicle industry.

As a result of major automakers showing interest in the electric vehicle sector, there is a rising need for electric vehicle batteries. However, many electric vehicle manufacturers are focusing on developing battery packs themselves. These factors are expected to drive the market during the forecast period.

Nickel-based Batteries For Electric Vehicles Market Trends

Battery Electric Vehicle Segment Anticipated to Dominate the Market

The rising demand for sustainable transportation and cleaner energy has increased the demand for battery electric vehicles. Promotional activities and government legislation are solving consumer constraints such as vehicle range, greater upfront prices, limited model availability, and lack of knowledge. These factors are expected to impact the demand for battery electric vehicles, which will drive the nickel-based batteries for the electric vehicles market.

  • Battery-electric vehicle sales reached an estimated 7.3 million in 2022, up from around 4.6 million in 2021. BEV sales have soared due to several factors, including an increased consumer interest in more sustainable transport and governmental regulations to curb direct transport emissions. In 2021, these sales more than doubled compared to 2020, and 2022 witnessed a new record in all-electric sales volume.

Nickel plays a vital role in electric vehicle batteries. It is used in the production of electric batteries. This material is used as the basis for lithium-ion batteries, which are a very common energy source in electric vehicles. Moreover, nickel weighting in battery electric vehicles jumped 8% yearly to an average of 25.3 kilograms in July 2023 as carmakers continue to opt for high-nickel batteries for long-range, performance, and many entry-level new models.

In recent years, a few automakers have been gradually developing business strategies that take electrification into account to increase market share and keep a competitive edge. Companies have kept their stance in a way to comply with policy regulations or in response to government incentives. Companies have also announced their plans with a greater choice of models to be rolled out sooner over the coming years, propelling the nickel-based batteries market over the forecast period.

  • Toyota, the world's largest car manufacturer, plans to roll out 30 BEV models by 2030. The company aims for 3.5 million annual sales of electric cars. Lexus aims to achieve 100% BEV sales globally in 2035.
  • Volkswagen announced that all-electric vehicle sales would exceed 70% of its European and 50% of its Chinese and US sales by 2030. By 2040, nearly 100% of vehicles should be zero-emissions. On the other hand, Volvo is committed to becoming a fully electric car company by 2030.

Owing to these factors, the adoption of nickel-based batteries in electric vehicles is increasing globally. Such positive trends are expected to enhance the growth of the nickel-based batteries market over the forecast period.

Asia-Pacific Region is Expected to Dominate the Target Market

Asia-Pacific is expected to have a majority share in the global nickel-based batteries market. Rising disposable income and an increase in GDP in the region are driving the market. Ease of manufacturing auto parts, vehicle sales, growing government regulations, and robust expansion adopted by original equipment manufacturers and suppliers in the region to accommodate rising demand from the automotive industry across the region are expected to create a positive outlook for the market during the forecast period.

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 Chinese government has been providing both financial and non-financial incentives to promote the adoption of electric vehicles.

  • For instance, in 2022, China produced around 5.47 million battery-electric vehicles, an increase of 85.8% compared to 2021. In the same year, around 1.59 million plug-in hybrid cars were produced in China, an increase of 164.2% compared to the previous year.

Furthermore, 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 to source 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 and make them economically viable.

  • In June 2023, Japan's Ministry of Economy, Trade, and Industry announced that it would invest JPY 127.6 billion (USD 900 million) in Toyota Motor Corporation and other companies for seven projects relating to the technical development and capital investment for storage batteries and their parts.

Due to such developments, the electric vehicles industry is expected to see significant growth and create opportunities for the nickel-based batteries market over the forecast period.

Nickel-based Batteries For Electric Vehicles Industry Overview

The nickel-based batteries for electric vehicles market is moderately consolidated. A few prominent companies include Panasonic Holdings Corporation, FDK Corporation, Energizer Holdings Inc., GS Yuasa International Ltd, and EnerSys. Several companies in the market are focusing on improving their product portfolios to widen their customer base. Some other key players aim to expand their presence in the market through product launches, offerings expansion, manufacturing expansion, and collaborations with other companies. For instance,

  • In October 2023, LG Energy Solution and Toyota Motor Corporation signed a long-term deal for Nickel-based lithium-ion battery modules to power Toyota's electric vehicles in the United States. Starting in 2025, LG Energy Solution will supply 20 GWh annually, investing USD 3 billion in the endeavor. The high-nickel NCMA pouch-type cells will be produced at LG Energy Solution's Michigan facility.
  • In September 2023, Atlas Materials successfully secured USD 27 million in funding for the electric vehicle nickel-based batteries. This financial support comes ahead of the startup's plans to construct a manufacturing plant in North America. Atlas, headquartered in the United States, targets the commencement of large-scale production at one of three potential locations in Canada or the United States by 2027, aiming for an annual nickel output of 1,800 metric tons.

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 Demand for Electric Vehicles Drive the Market Growth
  • 4.2 Market Challenges
    • 4.2.1 Shortages of Raw Materials May Create Short Term Hurdles
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Intensity of Competitive Rivalry
    • 4.3.5 Threat of Substitute Products

5 MARKET SEGMENTATION

  • 5.1 By Propulsion Type
    • 5.1.1 Battery Electric Vehicles
    • 5.1.2 Hybrid Electric Vehicles
    • 5.1.3 Plug-in Hybrid Electric Vehicles
    • 5.1.4 Fuel Cell Electric Vehicles
  • 5.2 By Type
    • 5.2.1 Nickel Cadmium
    • 5.2.2 Nickel Metal Hydride
    • 5.2.3 Others (Nickel Iron, Nickel Zinc, etc.)
  • 5.3 By Vehicle Type
    • 5.3.1 Passenger Cars
    • 5.3.2 Commercial Vehicles

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles
    • 6.2.1 EnerSys
    • 6.2.2 GS Yuasa International Ltd
    • 6.2.3 Energizer Holdings Inc.
    • 6.2.4 Panasonic Holdings Corporation
    • 6.2.5 Duracell
    • 6.2.6 Varta AG
    • 6.2.7 FDK Corporation
    • 6.2.8 BYD Company
    • 6.2.9 Primearth EV Energy Co. Ltd
    • 6.2.10 GP Batteries International
    • 6.2.11 Saft Group
    • 6.2.12 HBL Batteries
    • 6.2.13 Alcad ab

7 MARKET OPPORTUNITIES AND FUTURE TRENDS