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市场调查报告书
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1536898

锂离子电池：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Lithium-ion Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年全球锂离子电池市场规模将达647.5亿美元，2024-2029年预测期间复合年增长率为14.46%，2029年将达到1272.3亿美元。

锂离子电池市场

主要亮点

  • 从长远来看，预计该市场将受到电动车、商业和住宅能源储存系统（ESS）等新市场的出现、锂离子电池价格下降以及消费性电子产品销量增加的推动。
  • 另一方面，原材料供需失配的加剧可能会阻碍市场成长。
  • 然而，回收锂离子电池有望确保锂和钴等原料的供应，并减少对矿产资源提取和精製材料的依赖。电动车锂离子电池的回收为使用精製组件材料製造用于能源储存系统（ESS）的锂离子电池的公司提供了绝佳的机会。
  • 亚太地区主导全球市场，其中中国和印度等国家贡献最大。随着电动车的大规模采用，该地区的市场预计将进一步成长。

锂离子电池市场趋势

汽车领域预计将主导市场

  • 在锂离子电池产业发展初期，消费性电子领域是电池的主要消费领域。然而，近年来，随着电动车（EV）销量的增加，电动车（EV）製造商已成为锂离子电池的最大消费者。
  • 电动车不会排放二氧化碳或氮氧化物等温室气体，因此与传统内燃机汽车 (ICE) 相比，它们对环境的影响较小。由于这一优势，许多国家推出了补贴和政府计划来鼓励电动车的使用。
  • 多个国家已宣布计划未来禁止销售内燃机汽车。挪威宣布计画在 2025 年禁止销售内燃机汽车，法国到 2040 年，英国到 2050 年。印度也有计画在2030年逐步淘汰内燃机，中国在相关调查阶段也有类似的计画。
  • 此外，锂​​离子电池价格下降可能会影响电池市场。指出，2023年锂离子电池价格约为每千瓦时139美元，较2013年下降约82.17%。电池成本的大幅下降可能有利于汽车产业，并从长远来看推动全球锂离子电池市场的成长。
  • 因此，由于上述因素，预计汽车产业将在预测期内主导市场。

亚太地区主导市场

  • 随着中国和印度等国家可再生能源计划的增加和电动车的引入，以及由于都市化和电力购买平价上涨而导致的电子产品需求增加，锂离​​子电池在该地区变得越来越受欢迎。实现显着成长。
  • 据估计，亚太地区有很大一部分人口无法使用电力。我们依靠煤油和柴油等传统燃料来照明和为行动电话充电。锂离子电池的技术优势和价格下降可能会提高锂离子电池整合能源储存解决方案的采用率。预计这将为锂电池製造商未来创造重大商机。
  • 中国是最大的电动车市场之一，电动车的日益普及符合其清洁能源政策。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。
  • 印度是世界上锂离子电池成长最快的国家之一。为了解决这个製造问题，印度国家转型研究所 (NITI) Aayog 于 2020 年 2 月推出了提案，为在印度建立千兆级锂离子製造设施的投资者提供补贴。 2020年至2030年间，NITI Aayog可能会竞标建立年产能50 GWh的生产线。因此，国内锂离子电池产量预计在预测期内将扩大。
  • 根据《巴黎气候协定》，印度承诺到 2030 年 40% 的发电能力来自非石化燃料。为了实现这一目标，我们的目标是到2022年建立175,000兆瓦的可再生能源发电能力，其中包括100兆瓦的太阳能发电。目标是到2030年将可再生能源装置容量增加到45万千瓦。为了实现这一目标，印度提供了广泛的能源储存方案市场，以解决再生能源来源的间歇性问题并提高电网稳定性。
  • 根据国际可再生能源机构（IRENA）预测，2023年该地区清洁能源装置容量将达到2,025万千瓦，高于上年的1,691.7万千瓦。
  • 因此，由于上述因素，亚太地区预计将在预测期内主导锂离子电池市场。

锂离子电池产业概况

锂离子电池市场较为分散。该市场的主要企业包括（排名不分先后）松下公司、特斯拉公司、三星SDI、LG化学有限公司和宁德时代新能源科技有限公司（CATL）。

其他好处：

  • 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
  • 市场规模/需求预测，10 亿美元，~2029 年
  • 锂离子电池价格趋势分析，~2029年
  • 最新趋势和发展
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 政府对可再生能源引进的支持措施和政策
      • 锂离子电池成本更低
    • 抑制因素
      • 原料供需不匹配
  • 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
    • 竞争公司之间敌对关係的强度

第五章市场区隔

  • 目的
    • 电子设备
    • 车
    • 固定式能源储存
    • 其他用途
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 西班牙
      • 北欧的
      • 英国
      • 俄罗斯
      • 土耳其
      • 德国
      • 义大利
      • 欧洲其他地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 马来西亚
      • 泰国
      • 印尼
      • 越南
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 南美洲其他地区
    • 中东/非洲
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 南非
      • 奈及利亚
      • 卡达
      • 埃及
      • 其他中东/非洲

第六章 竞争状况

  • 併购、合资、联盟和协议
  • 主要企业策略
  • 公司简介
    • BYD Company Limited
    • Contemporary Amperex Technology Co. Limited
    • LG Chem Ltd
    • Panasonic Corporation
    • Samsung SDI
    • Sony Corporation
    • Tesla Inc.
    • Tianjin Lishen Battery Joint-Stock Co. Ltd
  • 市场排名/份额分析

第七章市场机会与未来趋势

  • 对再生锂离子电池的需求不断成长
简介目录
Product Code: 60367

The Lithium-ion Battery Market size is estimated at USD 64.75 billion in 2024, and is expected to reach USD 127.23 billion by 2029, growing at a CAGR of 14.46% during the forecast period (2024-2029).

Lithium-ion Battery - Market

Key Highlights

  • Over the long term, the emergence of new markets via electric vehicles and energy storage systems (ESS) for both commercial and residential applications, declining lithium-ion battery prices, and the increasing sale of consumer electronics are expected to drive the market.
  • On the other hand, the rising demand-supply mismatch of raw materials is likely to hinder the market's growth.
  • However, recycling Li-ion batteries is expected to secure the supply of raw materials, such as lithium and cobalt, and reduce the reliance on extracting and refining materials from mineral resources. Recycling lithium-ion batteries in electric vehicles offers an excellent opportunity for companies to utilize the refined constituent materials for manufacturing lithium-ion batteries for energy storage systems (ESS).
  • Asia-Pacific dominates the market worldwide, with the most significant contributions from countries such as China and India. With the large-scale acceptance of EVs, the market is further expected to grow in the region.

Lithium-ion Battery Market Trends

The Automobile Segment Expected to Dominate the Market

  • n the early years of the lithium-ion battery industry, the consumer electronics sector was the major consumer of batteries. However, in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
  • EVs do not emit CO2, NOX, or any other greenhouse gases and, hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.
  • Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is under the relevant research phase.
  • Moreover, the decline in lithium-ion battery prices will affect the battery market. In 2023, the lithium-ion battery price was noted to be around USD 139 per kWh, a decrease of around 82.17% from 2013. The plummeting cost of batteries would benefit the automotive segment and propel the growth of the lithium-ion battery market worldwide in the long term.
  • Therefore, owing to the above factors, the automobile segment is expected to dominate the market during the forecast period.

Asia-Pacific to Dominate the Market

  • With the increasing deployment of renewable energy projects and electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, lithium-ion batteries are expected to witness significant growth in the region.
  • A significant fraction of Asia-Pacific's population is estimated to live without electricity access. It depends on conventional fuels, such as kerosene and diesel, for lighting and mobile phone charging. Due to its technical benefits and declining lithium-ion battery prices, lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate. This, in turn, is expected to create significant opportunities for lithium battery manufacturers in the future.
  • China is one of the largest markets for electric vehicles, and the country's increasing adoption of electric vehicles has been in line with its clean energy policy. Moreover, the Government of China has been providing financial and non-financial incentives to promote the adoption of electric vehicles.
  • India is one of the fastest-growing countries globally for lithium-ion batteries. To counter the manufacturing issue, the National Institution for Transforming India (NITI) Aayog rolled out proposals in February 2020 to provide subsidies for investors setting up giga-scale lithium-ion manufacturing facilities in India. Between 2020 and 2030, the NITI Aayog will likely invite bids to establish production lines with 50 GWh of annual output capacity. Therefore, the indigenous manufacturing of lithium-ion batteries is expected to grow during the forecast period.
  • Under the Paris Climate Agreement, India has pledged to have 40% of its electricity generation capacity sourced from non-fossil fuels by 2030. To meet this objective, the nation aimed to establish 175,000 MW of renewable energy capacity, which includes 100,000 MW of solar power, by 2022. A target of 450,000 MW of installed renewable energy capacity by 2030 has been set. To achieve the target, India presents a vast market for energy storage solutions to address the intermittency of renewable energy sources and enhance grid stability.
  • According to the International Renewable Energy Agency (IRENA), the installed capacity of clean energy sources in the region in 2023 stood at 2,025 GW, an increase from the previous year's 1,691.77 GW.
  • Therefore, owing to the above factors, Asia-Pacific is expected to dominate the lithium-ion battery market during the forecast period.

Lithium-ion Battery Industry Overview

The lithium-ion battery market is fragmented. The major companies in the market (in no particular order) include Panasonic Corporation, Tesla Inc., Samsung SDI, LG Chem Ltd, and Contemporary Amperex Technology Co. Ltd (CATL).

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definiton
  • 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 billion, till 2029
  • 4.3 Lithium-ion Battery Price Trend Analysis, till 2029
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Supportive Government Initiatives And Policies To Adopt Renewable Energy
      • 4.6.1.2 Declining Cost Of Lithium-ion Batteries
    • 4.6.2 Restraints
      • 4.6.2.1 Demand-Supply Mismatch of 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 Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Electronic Devices
    • 5.1.2 Automobile
    • 5.1.3 Stationary Energy Storage (UPS, Renewables, and Industrial)
    • 5.1.4 Other Applications (Power Tools, Medical Devices, and Other Applications)
  • 5.2 Geography
    • 5.2.1 North America
      • 5.2.1.1 United States
      • 5.2.1.2 Canada
      • 5.2.1.3 Rest of the North America
    • 5.2.2 Europe
      • 5.2.2.1 Spain
      • 5.2.2.2 Nordic
      • 5.2.2.3 United Kingdom
      • 5.2.2.4 Russia
      • 5.2.2.5 Turkey
      • 5.2.2.6 Germany
      • 5.2.2.7 Italy
      • 5.2.2.8 Rest of the Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 China
      • 5.2.3.2 India
      • 5.2.3.3 Japan
      • 5.2.3.4 Malaysia
      • 5.2.3.5 Thailand
      • 5.2.3.6 Indonesia
      • 5.2.3.7 Vietnam
      • 5.2.3.8 Rest of Asia-Pacific
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Colmbia
      • 5.2.4.4 Rest of South America
    • 5.2.5 Middle East and Africa
      • 5.2.5.1 United Arab Emirates
      • 5.2.5.2 Saudi Arabia
      • 5.2.5.3 South Africa
      • 5.2.5.4 Nigeria
      • 5.2.5.5 Qatar
      • 5.2.5.6 Egypt
      • 5.2.5.7 Rest of the 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 Company Profiles
    • 6.3.1 BYD Company Limited
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 LG Chem Ltd
    • 6.3.4 Panasonic Corporation
    • 6.3.5 Samsung SDI
    • 6.3.6 Sony Corporation
    • 6.3.7 Tesla Inc.
    • 6.3.8 Tianjin Lishen Battery Joint-Stock Co. Ltd
  • 6.4 Market Ranking/Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Demand for Recycled Lithium-ion Batteries