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市场调查报告书
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1636510

北美电动车 VRLA 电池：市场占有率分析、产业趋势和成长预测（2025-2030 年）

North America Electric Vehicle VRLA Batteries - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3个工作天内

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简介目录

北美电动车VRLA电池市场规模预计2025年为1.5779亿美元，预计2030年将下降至1.5606亿美元。

北美电动车VRLA电池-市场-IMG1

主要亮点

  • 从中期来看，VRLA电池的成本效益，特别是与锂离子电池相比，加上电动Scooter和电动两轮车在该地区的迅速普及，可能会提高VRLA电池的成本效益预测期内电动车的需求将会增强。
  • 相反，向高性能锂离子电池的快速过渡降低了VRLA电池与高性能电动车的相关性，对电动车VRLA电池市场的成长构成了重大挑战。
  • 然而，VRLA 电池特别适合效用电动车中的辅助电源或备用系统，其中可靠性胜过能量密度。这个利基市场在不久的将来为电动车 VRLA 电池市场提供了巨大的成长机会。
  • 在北美，美国将成为电动车 VRLA 电池市场成长最快的国家。这是由于其成本效率高且维护要求极低，因此越来越多地在电动两轮车中采用。

北美电动车VRLA电池市场趋势

低速电动车电池大幅成长

  • 在北美，低速电动车（LSEV），如高尔夫球车、电动多功能车、社区电动车（NEV）和电动Scooter主要依赖阀控铅酸电池（VRLA）。 VRLA 电池通常称为密闭式铅酸电池，是低速电动车的首选，因为它们具有成本效益、需要最少的维护，并且拥有强大的供应链。
  • 此外，VRLA 电池比锂离子电池更经济，这对于低速电动车来说是一个很大的优势。 LSEV（包括高尔夫球车、电动自行车和新能源汽车）专为短距离通勤和低速驾驶而设计，因此 VRLA 电池的经济性与这些车辆的财务目标完美契合。
  • 最近，北美对包括电动卡车在内的低速电动车的需求迅速增加。根据 Cox Automotive 的资料，美国着名中型电动卡车製造商 Rivian 2024 年（截至 2024 年 11 月 10 日）销量较 2023 年增长约 17.9%。该公司的销量从2023年的约36,150辆跃升至2024年的42,610辆。由于卡车在运输业中发挥着至关重要的作用，该地区的贸易预计将大幅增长，销售额预计将继续增长。
  • 儘管低速电动车中使用 VRLA 电池因其铅含量而在北美引起环境问题，但值得注意的是，铅酸电池的回收率很高，这得到了北美各地既定计画的支持。此外，地方政府也积极推动电池回收倡议。
  • 例如，2024年1月，拜登总统在提出加强美国竞争、加强美国在能源储存领导地位的经济计画时强调了利用铅酸电池潜力的重要性。这些倡议重点在于研发和国内电池製造，旨在提高铅酸电池的产量并解决与其处置相关的环境问题。
  • 北美低速电动车市场持续稳定成长，涵盖电动Scooter、自行车和小型城市车辆。随着低速电动车（尤其是电动Scooter）的需求持续成长，主要企业纷纷推出一系列先进车辆来因应。
  • 例如，2024年1月，Flash Motors推出了Infinity X Hyper Scooter，代表个人交通的飞跃。英菲尼迪不只是Scooter这些技术创新预计将在未来几年增加对先进电动Scooter的需求，从而增加对 VRLA 电池的需求。
  • 总而言之，这些进步和计划将在预测期内增加电动车对 VRLA 电池的需求，同时也提高该地区的低速电动车产量。

加拿大预计将出现显着成长

  • 在加拿大各地，阀控式铅酸电池 (VRLA) 对于电动车 (EV)、特别是低速电动车 (LSEV) 和某些工业应用等利基市场至关重要。 VRLA 电池因其坚固性和成本效益而成为加拿大农业、仓储业和商业领域电动车的选择。
  • 此外，VRLA 电池比锂离子电池便宜得多，这使其对低成本电动车和工业车辆具有吸引力。该地区电动车（包括配备 VRLA 电池的电动车）的销量正在激增。例如，国际能源总署（IEA）公布，2023年加拿大电动车销量为1,710辆，较2022年成长48.69%，较2019年成长2.4倍。鑑于这一势头和加拿大政府最近的倡议，电动车销量预计在未来几年将上升，从而增加对电动车电池生产的需求。
  • 加拿大拥有强大的回收铅酸电池（包括 VRLA 类型）的基础设施。此功能对于加拿大电动车应用中继续采用 VRLA 电池至关重要。这些回收计划强调了解决环境问题和负责任地管理铅含量的重要性。 Call2Recycle 等措施以及区域性努力正在提高加拿大有效管理废弃 VRLA 电池的能力。
  • VRLA 电池还可以为短程城市交通的 LSEV动力来源，在度假区的休閒车中很受欢迎，也可用于堆高机等工业应用。特别是最近，物料输送对电动堆高机的需求迅速增加。
  • 例如，2024 年 6 月，丰田物料搬运 (TMH) 与州和地方当局合作，开始建造一座耗资约 1 亿美元的电动堆高机生产设施。该工厂预计将于 2026年终竣工，并将进入电动堆高机已占北美（包括加拿大）销量 65% 的市场。预计此类措施将在预测期内增加电动车领域对 VRLA 电池的需求。
  • 因此，这些发展预计将提升该地区的电动车产量，并推动未来几年对 VRLA 电池的需求。

北美电动车VRLA电池产业概况

北美电动车 VRLA 电池市场较分散。主要企业（排名不分先后）包括 East Penn Manufacturing、EnerSys、Exide Technologies、Trojan Battery Company 和 Leoch International Technology。

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
  • 至2029年市场规模及需求预测（单位：十亿美元）
  • 最新趋势和发展
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • VRLA 电池的成本效益
      • 电动Scooter和电动摩托车的成长
    • 抑制因素
      • 替代电池技术的可用性
  • 供应链分析
  • 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/服务的威胁
    • 竞争公司之间的敌对关係
  • 投资分析

第五章市场区隔

  • 按类型
    • 吸收玻璃垫电池
    • 胶体电池
  • 按车型
    • 摩托车
    • 低速电动车
    • 工业电动车
  • 按地区
    • 美国
    • 加拿大
    • 其他北美地区

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 公司简介
    • East Penn Manufacturing
    • EnerSys
    • Exide Technologies
    • Trojan Battery Company
    • Leoch International Technology
    • Johnson Controls
    • Crown Battery Manufacturing
    • NorthStar Battery
    • US Battery Manufacturing
  • 其他知名公司名单
  • 市场排名/份额分析

第七章 市场机会及未来趋势

  • 备份和辅助应用程式
简介目录
Product Code: 50003840

The North America Electric Vehicle VRLA Batteries Market size is estimated at USD 157.79 million in 2025, and is expected to decline to USD 156.06 million by 2030.

North America Electric Vehicle VRLA Batteries - Market - IMG1

Key Highlights

  • Over the medium term, the cost-effectiveness of VRLA batteries, especially when compared to lithium-ion counterparts, coupled with the surging popularity of electric scooters and bikes in the region, is poised to bolster the demand for electric vehicle VRLA batteries during the forecast period.
  • Conversely, the swift transition to advanced lithium-ion batteries is diminishing the relevance of VRLA batteries for high-performance EVs, posing a significant challenge to the growth of the electric vehicle VRLA batteries market.
  • However, VRLA batteries find utility as auxiliary power sources or backup systems in electric vehicles, particularly where reliability trumps energy density. This niche presents substantial growth opportunities for the electric vehicle VRLA batteries market in the near future.
  • In North America, the United States is set to emerge as the fastest-growing nation in the electric vehicle VRLA batteries market, driven by the increasing adoption in electric two-wheelers, thanks to their cost-efficiency and minimal maintenance needs.

North America Electric Vehicle VRLA Batteries Market Trends

Low Speed EV battery Type to Witness Significant Growth

  • In North America, low-speed electric vehicles (LSEVs) such as golf carts, electric utility vehicles, neighborhood electric vehicles (NEVs), and electric scooters predominantly rely on Valve-Regulated Lead-Acid (VRLA) batteries. Commonly known as sealed lead-acid batteries, VRLA batteries are favored for LSEVs due to their cost-effectiveness, minimal maintenance needs, and robust supply chains.
  • Moreover, VRLA batteries offer a more economical alternative to lithium-ion batteries, a significant advantage for LSEVs. Since LSEVs, encompassing golf carts, e-bikes, and NEVs, are designed for short commutes and lower speeds, the affordability of VRLA batteries aligns perfectly with the financial goals of these vehicles.
  • Recently, the demand for LSEVs, including electric trucks, has surged in North America. Data from Cox Automotive highlights that Rivian, a prominent medium-duty electric truck manufacturer in the United States, experienced a sales uptick of approximately 17.9% in 2024 (up to November 10, 2024) compared to 2023. The company's sales jumped from about 36,150 units in 2023 to 42,610 in 2024. With trade in the region expected to grow significantly and trucks playing a pivotal role in the transportation industry, sales are projected to continue their upward trajectory.
  • While the use of VRLA batteries in LSEVs raises environmental concerns in North America due to their lead content, it's worth noting that lead-acid batteries boast a high recycling rate, supported by established programs across the continent. Furthermore, regional governments have been actively promoting battery recycling initiatives.
  • For example, in January 2024, as President Biden introduced economic packages to bolster American competitiveness and reinforce United States leadership in energy storage, he emphasized the importance of harnessing the potential of lead batteries. By focusing on R&D and domestic battery manufacturing, these initiatives aim to boost lead battery production and address environmental concerns linked to their disposal.
  • The North American market for LSEVs, spanning electric scooters, bikes, and compact urban vehicles, has been on a steady upward trajectory. As the demand for LSEVs, particularly electric scooters, continues to rise, leading companies are responding by launching a series of advanced vehicles.
  • For instance, in January 2024, Flash Motors introduced the Infinity X Hyper Scooter, marking a significant leap in personal transportation. The Infinity X stands out not just as a scooter; it boasts proprietary AI technology that customizes the riding experience by adjusting the engine, battery, brakes, and other components. Such innovations are poised to bolster the demand for advanced electric scooters in the coming years, subsequently driving up the demand for VRLA batteries.
  • In summary, these advancements and projects are set to boost the production of LSEVs in the region, alongside a heightened demand for EV VRLA batteries in the forecast period.

Canada is Expected to Witness Significant Growth

  • Across Canada, Valve-Regulated Lead-Acid (VRLA) batteries are integral to the electric vehicle (EV) landscape, especially in niche markets such as low-speed electric vehicles (LSEVs) and certain industrial applications. Their robustness and cost-effectiveness make VRLA batteries a preferred choice for electric utility vehicles in agricultural, warehousing, and commercial sectors throughout Canada.
  • Moreover, VRLA batteries are significantly more affordable than their lithium-ion counterparts, making them appealing for budget-friendly EVs and industrial vehicles. Sales of EVs, including those powered by VRLA batteries, have surged in the region. For example, the International Energy Agency (IEA) reported in 2023 that Canada sold 0.171 million electric vehicles, marking a 48.69% increase from 2022 and a 2.4-fold rise since 2019. Given this momentum and recent Canadian government initiatives, EV sales are poised to climb in the coming years, driving a heightened demand for EV battery production.
  • Canada has a robust infrastructure for recycling lead-acid batteries, including VRLA types. This capability is crucial for the continued adoption of VRLA batteries in Canadian EV applications. By addressing environmental concerns and managing lead content responsibly, these recycling programs highlight their importance. Initiatives like Call2Recycle, along with regional efforts, enhance Canada's capacity to manage end-of-life VRLA batteries effectively.
  • VRLA batteries also power LSEVs for short-range urban transport, are popular in recreational vehicles at resorts, and are utilized in industrial applications like forklifts. Notably, the demand for electric forklifts in material handling has surged recently.
  • For instance, in June 2024, Toyota Material Handling (TMH) began constructing a nearly USD 100 million facility for electric forklift production, in collaboration with state and local officials. Set to be completed by the end of 2026, this factory enters a market where electric forklifts already represent 65% of North American sales, including Canada. Such initiatives are expected to boost the demand for VRLA batteries in the EV sector during the forecast period.
  • Consequently, these developments are anticipated to elevate electric vehicle production in the region and drive the demand for VRLA batteries in the coming years.

North America Electric Vehicle VRLA Batteries Industry Overview

The North America Electric Vehicle VRLA Batteries market is semi-fragmented. Some of the key players (not in particular order) are East Penn Manufacturing, EnerSys, Exide Technologies, Trojan Battery Company, Leoch International Technology, among 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 billion, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Cost-Effectiveness of VRLA batteries
      • 4.5.1.2 Growth in Electric Scooters and Bikes
    • 4.5.2 Restraints
      • 4.5.2.1 Availability of Alternate Battery Technology
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 By Type
    • 5.1.1 Absorbed Glass Mat Battery
    • 5.1.2 Gel Battery
  • 5.2 By Vehicle Type
    • 5.2.1 Two-Wheelers
    • 5.2.2 Low-Speed EVs
    • 5.2.3 Industrial Evs
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North America

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 East Penn Manufacturing
    • 6.3.2 EnerSys
    • 6.3.3 Exide Technologies
    • 6.3.4 Trojan Battery Company
    • 6.3.5 Leoch International Technology
    • 6.3.6 Johnson Controls
    • 6.3.7 Crown Battery Manufacturing
    • 6.3.8 NorthStar Battery
    • 6.3.9 U.S. Battery Manufacturing
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Backup and Auxiliary Applications