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市场调查报告书
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1524129

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

EV Battery Pack - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 382 Pages | 商品交期: 2-3个工作天内

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简介目录

预计电动车电池组市场规模到2024年将达到1,651亿美元，预计2029年将达到2,651亿美元，在预测期内（2024-2029年）复合年增长率为9.93%。

电动车电池组市场

中国引领纯电动车电池需求，欧洲和北美插电式混合动力车快速成长

  • 过去几年，世界各地的汽车电气化显着增长，对电池（电动车的关键部件之一）的需求产生了积极影响。由于多种因素，电动车的普及正在增加，包括人们对电动车的认识、政府对电动车推广的严格标准、电动车相对于传统石化燃料汽车的优势以及各国的零排放计画。因此，电池产业同步成长，2021年全球整体销量较2017年成长205%。
  • 插电式混合动力车和纯电动车电池的主要需求来自亚洲国家，其中中国是电动车产业最大的参与企业之一。与插电式混合动力车相比，大多数市场对纯电动车的需求更高，例如中国占了 90%。欧洲和北美等地区对纯电动车和插电式混合动力车的需求显着增长，这也促进了全球整体电池需求的成长。因此，与2021年相比，2022年全球整体纯电动车中锂离子电池的使用量将增加89%。
  • 新产品的推出正在吸引消费者投资电动车。例如，2022年11月，中国汽车製造商比亚迪在印度推出了Atto 3电动SUV，该车配备60.48kWh电池，续航里程为521公里。该车已收到超过 2,000 份预订，并将于 2023 年 1 月开始交付。此类产品的推出吸引了客户，预计在预测期内，世界各国对 PHEV 和 BEV 车型电池的需求将进一步增加。

政府对电动车的支持和电池生产基础设施的开拓正在推动全球电动车电池组市场的发展

  • 近年来，各国汽车电气化发展显着，也影响了电池产业的成长。多种因素促进了电动车的惊人成长，包括世界各国政府对电动车采用严格的标准、电动车相对于传统燃油汽车的各种优势以及包括补贴和回扣在内的税收优惠，这些都促进了电动汽车的巨大增长过去的电动车百分比，对OEM和售后市场供应商的电池需求产生了积极影响。过去一段时间（2017-2021 年），电动车普及率的上升使全球电池需求增加了 217.99%。
  • 电动车是电池组整体销售的主要贡献者，其次是轻型卡车和巴士。中国、美国、德国等各国2022年电动车需求成长主要由亚太国家推动，电池需求成长约86.00%。因此，2022年全球电动车电池组需求与前一年同期比较87.78%。印度和泰国等多个新兴市场的电动车销售量预计将增加，这将进一步推动未来对电池组的需求。
  • 世界各国政府都在支持电池製造商加强国内生产。 2023年5月，加拿大政府宣布将提供99亿美元的製造业税额扣抵和5.32亿美元在该国建造电池製造厂。预计这些国家的发展将在预测期内推动全球电池需求。

电动车电池组市场趋势

比亚迪和特斯拉将引领电动车市场并塑造未来

  • 2022年，比亚迪在电动车销量方面领先市场，占13.3%的份额。比亚迪的主导地位归因于多种因素。比亚迪是电动车产业较早且具影响力的参与企业，专注于电动车及相关技术的生产。比亚迪进入市场较早，已经打下了坚实的基础，并得到了消费者的认可。比亚迪也积极进行全球扩张、建立合作关係并投资研发，所有这些都有助于其主导地位。
  • 特斯拉一直处于电动车创新的前沿，并在电动车世界的普及中发挥了关键作用。特斯拉是 2022 年电动车产业的重要参与企业，市场占有率为 12.2%。特斯拉强大的品牌形象、最尖端科技和广泛的超级充电站网路为其成功做出了贡献。
  • 在电动车市场的其他主要企业中，有几家公司拥有重要的市场占有率。 BMW在汽车行业的良好声誉，加上透过其子品牌 BMW i 对电动车的承诺，正在扩大其市场份额。同样，2022 年市场占有率为 3.9% 的福斯汽车正在大众集团旗下积极投资电动车。这些公司与梅赛德斯-奔驰、起亚和现代等其他公司一起，正在利用现有的品牌知名度，推出有吸引力的电动车车型，并投资于提高电动车续航里程和性能的技术。做，我们正在重新占领电动车领域。

特斯拉和比亚迪将主导 2022 年最畅销电动车车型

  • 2022年最畅销的电动车车型由两大OEM主导：特斯拉和比亚迪。特斯拉凭藉 Model Y 和 Model 3 两款车型分别占据第一和第三位，在市场上确立了强有力的地位。特斯拉的 Model Y 是最受欢迎的插电式电动车，2022 年全球销量约为 771,300 辆。同年，特斯拉Model 3和Model Y销量突破120万辆，其中特斯拉最畅销车型与前一年同期比较去年同期成长36.77%。最畅销的五款插电式电动车 (PEV) 车型中有两款是特斯拉品牌，但这家电池电动车製造商将在 2022 年面临亚洲品牌的竞争。凭藉丰富的混合款阵容，中国比亚迪在 2022 年取代特斯拉成为最畅销的 PEV 品牌。比亚迪宋Plus（BEV+PHEV）紧追在特斯拉Model Y之后，以477,090辆的销量位居第二。比亚迪在中国市场的强大地位以及生产可靠且技术先进的电动车的声誉可能有助于宋Plus车款的强劲销售表现。
  • 大众ID.4是唯一进入前十名的欧洲PEV（插电式电动车），并在最畅销的电动车车型中脱颖而出。 ID.4 到 2022 年销量将达到 174,090 辆，体现了大众汽车对电动车的承诺及其在电动车市场不断增长的影响力。
  • 总体而言，特斯拉和比亚迪的这些顶级电动车，以及五菱宏光 MINI EV 和大众 ID.4 等其他着名竞争对手，显示消费者对电动车的需求正在增加。

电动汽车电池组产业概况

电动车电池组市场整合程度较高，前五家企业占比达65.47%。该市场的主要企业包括比亚迪有限公司、宁德时代新能源科技有限公司 (CATL)、LG Energy Solution Ltd.、三星 SDI 和 SK Innovation（按字母顺序排列）。

其他福利

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

目录

第一章执行概述和主要发现

第二章 检举要约

第三章简介

  • 研究假设和市场定义
  • 调查范围
  • 调查方法

第四章 产业主要趋势

  • 电动汽车销量
  • 按OEM分類的电动车销量
  • 最畅销的电动车车型
  • 具有良好电池化学性能的OEM
  • 电池组价格
  • 电池材料成本
  • 每种电池化学成分的价格表
  • 谁供应谁
  • 电动车电池容量和效率
  • 发布的电动车车型数量
  • 法律规范
    • 比利时
    • 巴西
    • 加拿大
    • 中国
    • 哥伦比亚
    • 法国
    • 德国
    • 匈牙利
    • 印度
    • 印尼
    • 日本
    • 墨西哥
    • 波兰
    • 泰国
    • 英国
    • 美国
  • 价值炼和通路分析

第五章 市场区隔（包括市场规模（单位：美元、数量））、2029年的预测、成长前景分析

  • 体型
    • 公车
    • LCV
    • M&HDT
    • 客车
  • 推进类型
    • BEV
    • PHEV
  • 电池化学
    • LFP
    • NCA
    • NCM
    • NMC
    • 其他的
  • 容量
    • 15～40kWh
    • 40～80kWh
    • 80kWh以上
    • 15kWh以下
  • 电池形式
    • 圆柱形
    • 包包
    • 方块
  • 方法
    • 雷射
    • 金属丝
  • 部分
    • 阳极
    • 阴极
    • 电解
    • 分隔器
  • 材料类型
    • 钴
    • 锂
    • 锰
    • 天然石墨
    • 镍
    • 其他的
  • 地区
    • 亚太地区
      • 按国家/地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 泰国
      • 其他亚太地区
    • 欧洲
      • 按国家/地区
      • 法国
      • 德国
      • 匈牙利
      • 义大利
      • 波兰
      • 瑞典
      • 英国
      • 欧洲其他地区
    • 中东/非洲
    • 北美洲
      • 按国家/地区
      • 加拿大
      • 美国
    • 南美洲

第六章 竞争状况

  • 主要策略趋势
  • 市场占有率分析
  • 公司状况
  • 公司简介
    • BYD Company Ltd.
    • China Aviation Battery Co. Ltd.（CALB）
    • Contemporary Amperex Technology Co. Ltd.（CATL）
    • ENVISION AESC UK Ltd.
    • EVE Energy Co. Ltd.
    • Farasis Energy（Ganzhou）Co. Ltd.
    • Guoxuan High-tech Co. Ltd.
    • LG Energy Solution Ltd.
    • Panasonic Holdings Corporation
    • Primearth EV Energy Co. Ltd.
    • Samsung SDI Co. Ltd.
    • SK Innovation Co. Ltd.
    • SVOLT Energy Technology Co. Ltd.（SVOLT）
    • TOSHIBA Corp.

第七章 CEO 面临的关键策略问题

第8章附录

  • 世界概况
    • 概述
    • 五力分析框架
    • 全球价值链分析
    • 市场动态(DRO)
  • 资讯来源和参考文献
  • 图表列表
  • 重要见解
  • 资料包
  • 词彙表
简介目录
Product Code: 54316

The EV Battery Pack Market size is estimated at 165.1 billion USD in 2024, and is expected to reach 265.1 billion USD by 2029, growing at a CAGR of 9.93% during the forecast period (2024-2029).

EV Battery Pack - Market

China leads battery demand for BEVs, PHEVs surge in Europe and North America

  • The electrification of vehicles in various countries globally has grown significantly over the past few years, making a positive impact on the demand for batteries as it is one of the major components of electric vehicles. The adoption of electric vehicles is growing due to various factors, including awareness of electric vehicles, strict norms from the government for EV adoption, advantages of EVs over the old fossil fuel vehicles, and zero-emission programs in various countries. As a result, the battery industry has grown parallelly and witnessed sales growth of 205% in 2021 over 2017 globally.
  • The major demand for batteries for PHEVs and BEVs is from Asian countries, with China as one of the biggest players in the electric automotive industry. The demand for BEVs is higher compared to the PHEVs in the majority of the market; for instance, 90% is acquired by China. Various regions, such as Europe and North America, are also witnessing a significant growth in the demand for BEV and PHEV, which has also contributed to the growth of the demand for batteries across the globe. As a result, the use of lithium-ion batteries in battery electric vehicles grew by 89% in 2022 over 2021 globally.
  • Launching of new products is attracting consumers to invest in EVs. For instance, in November 2022, the Chinese automaker BYD launched its electric SUV Atto 3 in India, which is equipped with a 60.48 kWh battery and offers a range of 521 km. The car has already got more than 2,000 bookings, and deliveries started in January 2023. Such launches are attracting customers, which is further expected to raise the demand for batteries with PHEV and BEV models during the forecast period in various countries globally.

Governmental push for EVs and development in battery production infrastructure are driving the global EV battery pack market

  • The electrification of vehicles has been growing significantly across various countries over the past few years and also impacting the growth of the battery industry. Various factors, such as the introduction of stringent norms by governments worldwide for electric vehicles, the various advantages of EVs over conventional fuel vehicles, subsidies, and tax benefits, including rebates, aided the tremendous growth of EVs by around 219.05% in the historical period, thus, positively impacting the battery demand from OEMs and aftermarket suppliers. The rise in EV adoption rates increased the battery demand by 217.99% in the historical period (2017-2021) worldwide.
  • Electric cars are among the major contributors to the overall battery pack sales, followed by light trucks and buses. Growth in the demand for EVs in 2022 in various countries such as China, the United States, and Germany increased the demand for batteries by around 86.00% in 2022, majorly driven by APAC countries. As a result, global demand for EV battery packs witnessed a growth of 87.78% in 2022 over the previous year. Various emerging markets, such as India and Thailand, are expected to register increased sales of EVs, which would further boost their demand for battery packs in the future.
  • The governments of various countries worldwide are supporting battery manufacturers in enhancing their production of batteries domestically. In May 2023, the Government of Canada announced that it would provide USD 9.90 billion in manufacturing tax credits and USD 532 million to construct a battery manufacturing plant in the country. Such developments in various countries are expected to enhance the demand for batteries during the forecast period globally.

EV Battery Pack Market Trends

BYD AND TESLA ARE LEADING THE CHARGE IN THE EV MARKET AND SHAPING THE FUTURE

  • In 2022, BYD was the market leader in electric vehicle sales and held a share of 13.3%. BYD's leading position can be attributed to several factors. It has been an early and prominent player in the EV industry, with a strong focus on producing electric vehicles and related technologies. The company's early entry into the market allowed it to establish a solid foundation and gain recognition among consumers. BYD has also been actively expanding its operations globally, forging partnerships, and investing in research and development, all of which contribute to its leading position.
  • Tesla has been at the forefront of electric vehicle innovation and has played a crucial role in popularizing EVs worldwide. Tesla was a significant player in the EV industry in 2022, with a market share of 12.2%. Tesla's strong brand image, cutting-edge technology, and extensive Supercharger network have contributed to its success.
  • Among the other players in the EV market, there are several notable companies that hold significant market shares. BMW's established reputation in the automotive industry, coupled with its commitment to electric mobility through its "BMW i" sub-brand, has contributed to its market presence. Similarly, Volkswagen, which held a market share of 3.9% in 2022, has been actively investing in electric mobility under its "Volkswagen Group" umbrella. These companies, along with others like Mercedes-Benz, Kia, and Hyundai, are recolonizing the EV industry by leveraging their existing brand recognition, introducing compelling electric vehicle models, and investing in technology to enhance the range and performance of their electric offerings.

TESLA AND BYD DOMINATED THE BEST-SELLING EV MODELS OF 2022

  • The best-selling EV models in 2022 were dominated by two key OEMs: Tesla and BYD. Tesla held a strong market position with two of its models, the Model Y and Model 3, capturing the first and third spots, respectively. The Tesla Model Y was the most popular plug-in electric vehicle, with global unit sales of roughly 771,300 in 2022. That year, deliveries of Tesla's Model 3 and Model Y surpassed 1.2 million, a Y-o-Y increase of 36.77% for Tesla's best-selling models. While two of the five best-selling plug-in electric vehicle (PEV) models were Tesla-branded, the battery electric vehicle manufacturer faced competition from Asian brands in 2022. China-based BYD overtook Tesla as the best-selling PEV brand in 2022, relying on a large offering of plug-in hybrid electric models. Following closely behind the Tesla Model Y, the BYD Song Plus (BEV + PHEV) secured the second spot, with sales reaching 477,090 units. BYD's established presence in the Chinese market, along with its reputation for producing reliable and technologically advanced electric vehicles, likely contributed to the strong sales performance of the Song Plus models.
  • The Volkswagen ID.4 stood out among the best-selling EV models as the only European PEV (Plug-in Electric Vehicle) in the top ten. With a sales volume of 174,090 units in 2022, the ID.4 demonstrated Volkswagen's commitment to electric mobility and its growing presence in the EV market.
  • Overall, these top-performing EV models from Tesla and BYD, along with other notable contenders like the Wuling Hong Guang MINI EV and Volkswagen ID.4, demonstrate the increasing consumer demand for electric vehicles.

EV Battery Pack Industry Overview

The EV Battery Pack Market is fairly consolidated, with the top five companies occupying 65.47%. The major players in this market are BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd., Samsung SDI Co. Ltd. and SK Innovation Co. Ltd. (sorted alphabetically).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

  • 3.1 Study Assumptions & Market Definition
  • 3.2 Scope of the Study
  • 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

  • 4.1 Electric Vehicle Sales
  • 4.2 Electric Vehicle Sales By OEMs
  • 4.3 Best-selling EV Models
  • 4.4 OEMs With Preferable Battery Chemistry
  • 4.5 Battery Pack Price
  • 4.6 Battery Material Cost
  • 4.7 Price Chart Of Different Battery Chemistry
  • 4.8 Who Supply Whom
  • 4.9 EV Battery Capacity And Efficiency
  • 4.10 Number Of EV Models Launched
  • 4.11 Regulatory Framework
    • 4.11.1 Belgium
    • 4.11.2 Brazil
    • 4.11.3 Canada
    • 4.11.4 China
    • 4.11.5 Colombia
    • 4.11.6 France
    • 4.11.7 Germany
    • 4.11.8 Hungary
    • 4.11.9 India
    • 4.11.10 Indonesia
    • 4.11.11 Japan
    • 4.11.12 Mexico
    • 4.11.13 Poland
    • 4.11.14 Thailand
    • 4.11.15 UK
    • 4.11.16 US
  • 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

  • 5.1 Body Type
    • 5.1.1 Bus
    • 5.1.2 LCV
    • 5.1.3 M&HDT
    • 5.1.4 Passenger Car
  • 5.2 Propulsion Type
    • 5.2.1 BEV
    • 5.2.2 PHEV
  • 5.3 Battery Chemistry
    • 5.3.1 LFP
    • 5.3.2 NCA
    • 5.3.3 NCM
    • 5.3.4 NMC
    • 5.3.5 Others
  • 5.4 Capacity
    • 5.4.1 15 kWh to 40 kWh
    • 5.4.2 40 kWh to 80 kWh
    • 5.4.3 Above 80 kWh
    • 5.4.4 Less than 15 kWh
  • 5.5 Battery Form
    • 5.5.1 Cylindrical
    • 5.5.2 Pouch
    • 5.5.3 Prismatic
  • 5.6 Method
    • 5.6.1 Laser
    • 5.6.2 Wire
  • 5.7 Component
    • 5.7.1 Anode
    • 5.7.2 Cathode
    • 5.7.3 Electrolyte
    • 5.7.4 Separator
  • 5.8 Material Type
    • 5.8.1 Cobalt
    • 5.8.2 Lithium
    • 5.8.3 Manganese
    • 5.8.4 Natural Graphite
    • 5.8.5 Nickel
    • 5.8.6 Other Materials
  • 5.9 Region
    • 5.9.1 Asia-Pacific
      • 5.9.1.1 By Country
      • 5.9.1.1.1 China
      • 5.9.1.1.2 India
      • 5.9.1.1.3 Japan
      • 5.9.1.1.4 South Korea
      • 5.9.1.1.5 Thailand
      • 5.9.1.1.6 Rest-of-Asia-Pacific
    • 5.9.2 Europe
      • 5.9.2.1 By Country
      • 5.9.2.1.1 France
      • 5.9.2.1.2 Germany
      • 5.9.2.1.3 Hungary
      • 5.9.2.1.4 Italy
      • 5.9.2.1.5 Poland
      • 5.9.2.1.6 Sweden
      • 5.9.2.1.7 UK
      • 5.9.2.1.8 Rest-of-Europe
    • 5.9.3 Middle East & Africa
    • 5.9.4 North America
      • 5.9.4.1 By Country
      • 5.9.4.1.1 Canada
      • 5.9.4.1.2 US
    • 5.9.5 South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles
    • 6.4.1 BYD Company Ltd.
    • 6.4.2 China Aviation Battery Co. Ltd. (CALB)
    • 6.4.3 Contemporary Amperex Technology Co. Ltd. (CATL)
    • 6.4.4 ENVISION AESC UK Ltd.
    • 6.4.5 EVE Energy Co. Ltd.
    • 6.4.6 Farasis Energy (Ganzhou) Co. Ltd.
    • 6.4.7 Guoxuan High-tech Co. Ltd.
    • 6.4.8 LG Energy Solution Ltd.
    • 6.4.9 Panasonic Holdings Corporation
    • 6.4.10 Primearth EV Energy Co. Ltd.
    • 6.4.11 Samsung SDI Co. Ltd.
    • 6.4.12 SK Innovation Co. Ltd.
    • 6.4.13 SVOLT Energy Technology Co. Ltd. (SVOLT)
    • 6.4.14 TOSHIBA Corp.

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

  • 8.1 Global Overview
    • 8.1.1 Overview
    • 8.1.2 Porter's Five Forces Framework
    • 8.1.3 Global Value Chain Analysis
    • 8.1.4 Market Dynamics (DROs)
  • 8.2 Sources & References
  • 8.3 List of Tables & Figures
  • 8.4 Primary Insights
  • 8.5 Data Pack
  • 8.6 Glossary of Terms