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市场调查报告书
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北美电池管理系统：市场占有率分析、行业趋势和统计数据、成长预测（2025-2030 年）

North America Battery Management System - 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

北美电池管理系统市场规模预计在 2025 年为 24.7 亿美元，预计到 2030 年将达到 48.9 亿美元，预测期内（2025-2030 年）的复合年增长率为 14.67%。

北美电池管理系统市场-IMG1

主要亮点

  • 从中期来看，人们对 ESS 中使用锂离子电池的安全问题的日益担忧以及电动汽车的广泛采用预计将在预测期内推动对创新高效电池管理系统 (BMS) 的需求。
  • 然而，现成电池管理系统的限制使得目前的设计过时，预计这将影响预测期内的市场研究。
  • 然而，整合人工智慧的电池管理系统技术进步预计将带来降低复杂性、提高效率和提高可靠性等好处，从而提供未来的成长机会。
  • 由于两个行业（能源储存系统和电动车）的需求旺盛，预计美国将在预测期内占据市场主导地位。

北美电池管理系统市场趋势

预计运输领域将主导市场

  • 以前，只使用内燃机车辆（ICE）。然而，随着人们对环境问题的日益关注，科技正在转向电动车（EV）。因此，电池管理系统在内燃机中并不占有很大的市场份额。
  • 锂离子电池主要用于电动车，因为它们具有能量密度高、自放电低、重量轻和维护成本低等特性。铅基电池广泛用于内燃机汽车，预计在可预见的未来仍将是唯一的大众市场电池系统。对于 SLI 应用，锂离子电池仍需要大幅降低成本，才能被视为可行的大规模生产铅电池替代品。
  • 锂离子电池系统为插混合动力汽车汽车和电动车提供动力。锂离子电池具有高能量密度、快速充电能力和高放电功率，是唯一能够满足目标商标产品製造商对车辆行驶里程和充电时间要求的技术。铅基牵引电池由于比能量低、重量大，在全混合动力车或电动车中使用不具竞争力。
  • 墨西哥的电动车製造市场蓬勃发展。 2023 年 3 月，墨西哥政府宣布计划到 2030 年使该国销售的所有汽车中有一半都是电动车。墨西哥预计将成为电动车的生产中心，尤其是特斯拉计划在该国开设一座价值 50 亿美元的超级工厂。在预测期内，此类措施可能会促进墨西哥各地电动车的销量，从而刺激电动车锂离子电池的需求。
  • 此外，2024 年 2 月，中国着名电动车 (EV) 製造商比亚迪宣布将在墨西哥建立新的製造工厂。该公司已开始对该合资企业进行可行性研究，并正在积极与墨西哥政府相关人员进行讨论，特别是关于工厂的具体位置。
  • 与美国一样，加拿大的汽车产业也正在经历转型，大多数汽车製造商将重点转向电气化，透过建造新工厂或改造旧工厂来生产电动车。
  • 例如，本田汽车工业于2024年4月宣布，将投资110亿美元在安大略省建立电动车和电池生产厂，以扩大目前的生产能力。这是该公司迄今为止在加拿大最大的一项投资。该计画计划于 2028 年投入运营，预计年产能高达 24 万辆电动车。
  • 根据加拿大能源资讯署 (EIA) 的数据，截至 2023 年，加拿大的电动车库存约为 38,000 辆，比 2022 年记录的库存增加近 35.71%。
  • 因此，由于上述因素，预测期内运输业可能会主导北美电池管理系统市场。

预计美国将主导市场

  • 预计到 2023 年，美国将成为全球最大的能源储存系统和电动车市场之一。这两个终端使用者群体都依赖电池管理系统 (BMS) 来确保电池系统的正常运作。由于这两个庞大的终端用户行业的高需求，预计美国将在预测期内成为电池管理系统最突出和增长最快的区域市场之一。
  • 美国是世界上汽车工业最发达的国家之一。随着气候和环境问题日益严重，该国大多数汽车製造商都优先考虑生产电动车。此外，美国政府致力于增加电动车持有，以减少石化燃料的依赖和排放。
  • 根据美国能源资讯署（EIA）的数据，截至2023年，美国电动车库存量将达到约350万辆，较2022年的库存量成长近66.67%，成为仅次于中国的全球第二大电动车市场。
  • 截至2023年，该国可再生能源装置容量约为387.54吉瓦，与前一年同期比较增长约8.7%。未来几年，该国的可再生能源发电产能可能会增加，例如到2030年实现80%的新增清洁能源产能。此外，政府也计画在2030年安装30吉瓦的离岸风力发电，到2050年安装110吉瓦的离岸风电。
  • 可再生能源发电的快速成长使得电网稳定性成为可再生能源高度融入电网的国家面临的主要问题。美国已安装的可再生能源容量中近 66% 来自风能和太阳能，它们本质上是一种可变的能源来源。需要能源储存系统在发电高峰期储存可再生能源发电，并在需求高峰期释放再生能源，而电池管理系统决定了这些系统的效率和运作。
  • 在美国，大规模电池农场正在开发中，预计将实现公用事业规模的能源储存。这些公用事业规模的系统预计将由复杂的电池管理系统监控和操作，实现双向能量流和电池优化，以最大限度地提高效率并最大限度地减少事故，同时提高电池寿命。
  • 2024 年 4 月，致力于再生能源高价值成长并渴望引领能源转型的 Equinor 公司批准了美国首个电池储存专案。这两个计划的总合容量为 110 兆瓦，预计将增强德克萨斯州电网的能源安全。位于德克萨斯州州弗里奥县的日落岭能源中心已在建设中，位于德克萨斯州州卡梅伦县的柑橘平原计划也正在筹备中。 Sunset Ridge 的 10MW/20MWh 电池储存旨在提高可靠性，尤其是在高峰需求期间，并更好地服务 Equinor 客户。 Sunset Ridge 预计将于 2024 年底开始商业营运。同时，规模更大的 100MW/200MWh计划Citrus Flats 将与美国电力公司的输电网连接，并计划于 2026 年初开始商业营运。
  • 上述因素正在推动美国电池管理系统市场的发展，预计该市场在预测期内将进一步成长。

北美电池管理系统产业概况

北美电池管理系统市场处于半分散状态。市场上主要企业（不分先后顺序）包括 Eberspaecher Vecture Inc.、BorgWarner Inc.、Texas Instruments Incorporated、Nuvation Energy 和 Sensata Technologies Inc.

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 引言

  • 研究范围
  • 市场定义
  • 调查前提

第二章执行摘要

第三章调查方法

第四章 市场概述

  • 介绍
  • 2029 年市场规模与需求预测（美元）
  • 近期趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 电动车的普及
      • 锂离子电池系统的安全问题
    • 限制因素
      • 现成电池管理系统的技术限制
  • 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
    • 竞争对手之间的竞争强度
  • 投资分析

第五章市场区隔

  • 应用
    • 固定式
    • 可携式的
    • 运输
  • 区域市场分析
    • 美国
    • 加拿大
    • 北美其他地区

第六章 竞争格局

  • 併购、合资、合作与协议
  • Strategies Adopted & SWOT Analyses for Leading Players
  • 公司简介
    • Eberspaecher Vecture Inc.
    • BorgWarner Inc.
    • Texas Instruments Incorporated
    • Nuvation Energy
    • Sensata Technologies Inc.
    • BorgWarner Inc.
    • Romeo Power Inc.
    • ION Energy
    • Ewert Energy Systems Inc.
    • Schneider Electric SE
  • List of Other Prominent Companies（Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.）
  • Market Ranking/Share（%）Analysis

第七章 市场机会与未来趋势

  • 技术进步：电池管理系统与人工智慧和机器学习的融合
简介目录
Product Code: 93191

The North America Battery Management System Market size is estimated at USD 2.47 billion in 2025, and is expected to reach USD 4.89 billion by 2030, at a CAGR of 14.67% during the forecast period (2025-2030).

North America Battery Management System - Market - IMG1

Key Highlights

  • Over the medium term, the increasing safety concerns regarding the use of lithium-ion batteries in ESS and the widespread adoption of electric vehicles are expected to drive the demand for an innovative and efficient battery management system (BMS) during the forecast period.
  • On the other hand, limitations in off-the-shelf battery management systems are expected to make the current design outdated and impact the market studied during the forecast period.
  • Nevertheless, technological advancements in battery management systems with the integration of artificial intelligence, which offer advantages such as reduced complexity, better efficiency, and improved reliability, are expected to provide growth opportunities in the future.
  • The United States is expected to dominate the market during the forecast period due to high demand from two industries: energy storage systems and electric vehicles.

North America Battery Management System Market Trends

Transportation Segment Expected to Dominate the Market

  • Vehicles with internal combustion engines (ICE) were the only types used earlier. However, technology has been shifting toward electric vehicles (EVs) in line with growing environmental concerns. Therefore, due to these reasons, battery management systems do not hold any share in the internal combustion engine market.
  • Lithium-ion batteries are primarily used in electric vehicles as they provide high energy density, low self-discharge, less weight, and low maintenance. For internal combustion engine vehicles, the lead-based battery is being widely used and is expected to continue to be the only viable mass-market battery system for the foreseeable future. For use in SLI applications, lithium-ion batteries still require higher cost reductions to be considered a viable mass-market alternative to lead-based batteries.
  • Lithium-ion battery systems propel plug-in hybrid and electric vehicles. Owing to their high energy density, fast recharge capability, and high discharge power, lithium-ion batteries are the only available technology capable of meeting the requirements of original equipment manufacturers for the vehicle's driving range and charging time. Lead-based traction batteries are not competitive for use in full hybrid electric vehicles or electric vehicles because of their lower specific energy and higher weight.
  • Mexico is witnessing rapid growth in its electric vehicle manufacturing market. In March 2023, the Mexican government announced its intention for EVs to account for half of all cars sold domestically by 2030. Particularly, with Tesla Inc.'s plan to open a USD 5 billion Gigafactory in Mexico, the country is expected to become a production hub of electric vehicles. Such initiatives are likely to raise the sales of electric vehicles across the country and boost the demand for lithium-ion batteries for electric vehicles during the forecast period.
  • In addition, in February 2024, BYD Co. Ltd, a prominent Chinese electric vehicle (EV) manufacturer, announced that it was in the process of establishing a new manufacturing plant in Mexico. The company has initiated a feasibility study for this venture and is actively engaged in discussions with Mexican officials, particularly focusing on finalizing the factory's precise location.
  • Similar to the United States, the Canadian automobile industry is also undergoing a transition, with most auto producers pivoting toward electrification by setting up new plants or repurposing older plants to produce EVs.
  • For instance, in April 2024, Honda Motor announced that it was set to inject a substantial USD 11 billion into new electric vehicle and battery production plants in Ontario, augmenting its current setup. This would mark the company's most significant investment in Canada to date. The initiative aims to kick off operations by 2028, boasting an anticipated annual production capacity of up to 240,000 electric vehicles.
  • According to the Energy Information Agency (EIA), as of 2023, Canada's electric vehicle stock was recorded at approximately 38 thousand units, up by nearly 35.71% from stock volumes recorded in 2022.
  • Thus, based on the abovementioned factors, the transportation segment is likely to dominate the North American battery management systems market during the forecast period.

The United States Expected to Dominate the Market

  • The United States was projected to be one of the largest global markets for energy storage systems and electric vehicles in 2023. Both the end-user segments utilize battery management systems (BMS) to ensure the battery system's adequate performance. Due to the high demand from these two massive end-user industries, the country is expected to be one of the most prominent and fastest-growing regional markets for battery management systems during the forecast period.
  • The United States has one of the world's most well-developed automotive industries. As climate and environmental concerns are rising, most automakers in the country have prioritized the production of electric vehicles. Additionally, the US government has focused on increasing its electric vehicle fleet to reduce fossil fuel dependence and emissions.
  • According to the Energy Information Agency (EIA), as of 2023, EV stock in the United States was approximately 3.5 million, up by nearly 66.67% from 2022 stock volumes, making it the second largest global EV market after China.
  • As of 2023, the country had a renewable energy capacity of around 387.54 GW, an increase of around 8.7% compared to the previous year. In the upcoming years, renewable capacity in the country is likely to increase through targets that include having 80% new power generation capacity of clean energy by 2030. Further, the country aims to have 30 GW of offshore wind by 2030 and 110 GW by 2050.
  • Due to this rapid rise in renewable generation, grid stability has become a major issue in countries with a high level of renewable integration in their grids. Nearly 66% of the installed renewable energy capacity in the United States is from wind and solar, which are inherently variable energy sources. Energy storage systems are needed to store renewable energy generation during high generation periods and release it during peak demand, while battery management systems dictate the efficiency and operation of these systems.
  • The United States is expected to witness the development of massive battery farms, which are expected to provide utility-scale energy storage. These utility-scale systems are to be monitored and operated via a sophisticated battery management system, which is expected to allow bi-directional energy flow and battery optimization to improve battery life while maximizing efficiency and minimizing accidents.
  • In April 2024, Equinor, a company dedicated to high-value growth in renewables and aspiring to lead the energy transition, greenlit its inaugural US battery storage ventures. These two projects, collectively boasting a 110 MW capacity, are poised to enhance energy security for the Texas grid. The Sunset Ridge Energy Center, located in Frio County, Texas, is already under construction, while preparations are underway for the Citrus Flatts project in Cameron County, Texas. The 10 MW/20 MWh battery storage at Sunset Ridge aims to bolster reliability, especially during peak demand, ensuring better service for Equinor's customers. Sunset Ridge is slated for commercial operation in the latter half of 2024. On the other hand, Citrus Flatts, a more substantial 100 MW/200 MWh project, will link up with American Electric Power's transmission network and is anticipated to commence commercial operations in early 2026.
  • The abovementioned factors are driving the US battery management systems market, which is expected to grow further during the forecast period.

North America Battery Management System Industry Overview

The North American battery management systems market is semi-fragmented. Some of the major players in the market (in no particular order) include Eberspaecher Vecture Inc., BorgWarner Inc., Texas Instruments Incorporated, Nuvation Energy, and Sensata Technologies Inc.

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, 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 Widespread Adoption of Electric Vehicles
      • 4.5.1.2 Safety Concerns Regarding Lithium-ion Battery Systems
    • 4.5.2 Restraints
      • 4.5.2.1 Technical Limitations in Off-the-Shelf Battery Management Systems
  • 4.6 Supply Chain Analysis
  • 4.7 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 Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Stationary
    • 5.1.2 Portable
    • 5.1.3 Transportation
  • 5.2 Geography Regional Market Analysis {Market Size and Demand Forecast till 2028 (For Regions Only)}
    • 5.2.1 United States
    • 5.2.2 Canada
    • 5.2.3 Rest of North America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted & SWOT Analyses for Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Eberspaecher Vecture Inc.
    • 6.3.2 BorgWarner Inc.
    • 6.3.3 Texas Instruments Incorporated
    • 6.3.4 Nuvation Energy
    • 6.3.5 Sensata Technologies Inc.
    • 6.3.6 BorgWarner Inc.
    • 6.3.7 Romeo Power Inc.
    • 6.3.8 ION Energy
    • 6.3.9 Ewert Energy Systems Inc.
    • 6.3.10 Schneider Electric SE
  • 6.4 List of Other Prominent Companies (Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.)
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Technological Advancements: Integration of Battery Management Systems With Artificial Intelligence and Machine Learning