市场调查报告书
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1308732
到2030年电动汽车电池市场预测-按电池类型、材料类型、电池形式、电池容量、推进力、车辆类型、方法、最终用户和地区进行的全球分析Electric Vehicle Battery Market Forecasts to 2030 - Global Analysis By Battery Type, Material Type, Battery Form, Battery Capacity, Propulsion, Vehicle Type, Method, End User and By Geography |
根据 Stratistics MRC 的数据,2023 年全球电动汽车电池市场规模将达到 687.5 亿美元,2030 年将达到 2749.8 亿美元,复合年增长率预计将增长 21.9%。
电池是利用电化学过程将化学能转化为电能的装置。 在电路中,当电子从一种材料转移到另一种材料时,就会发生电化学反应。 电池通常是为了满足电动汽车的所有电机和充电系统需求而製造的。 典型的电动汽车电池组由 18-30 个并联电池组成,这些电池串联连接以产生所需的推进电压。
根据欧盟的“绿色新政政策”,电动汽车的份额可能会增加,从而进一步提振预测期内对锂离子电池的需求。 绿色新政政策旨在到2030年将碳排放量减少50%以上,以便到2050年实现碳中和目标。
随着对传统车辆的环境问题持续增长,世界各国政府都支持使用替代燃料汽车。 EV(电动汽车)是零排放车辆,作为一种有利于环境的公共交通形式正在国际上受到欢迎。 一些政府提供财政激励措施来鼓励使用电动汽车,例如免税或退款、补贴、电动汽车停车和通行费减免以及免费充电。 中国、美国和德国等主要电动汽车市场正在大力投资电动汽车充电基础设施以及研发更快、更高效的充电方法。
中国供应全球75%的锂离子电池、70%的正极产能、85%的负极产能。 此外,虽然欧洲约占全球组装量的四分之一,但占其中20%的钴加工仅占供应链的一小部分。 而且,韩国和日本经济占据了供应链下游原材料加工的很大一部分,特别是在正极材料和负极材料的高技术製造方面,它强调耐力。 COVID-19期间电池生产设施的关闭以及参与电池供应链的国家之间的政治紧张局势预计将导致原材料短缺,进一步阻碍市场扩张。
锂离子电池是电动汽车中使用的二次电池的一种,其能量密度比镍镉二次电池和铅酸二次电池更高。 与其他类型的电池相比,锂离子电池因其良好的容量重量比而变得越来越受欢迎。 锂离子电池通常比传统电池更昂贵,但由于竞争对手公司的研发努力,其成本开始下降。 锂离子电池比其他电池技术安全得多,因此所有电池製造商都遵循安全法规和指南,以在电池发生故障时保护客户。 因此,上述所有因素都在推动市场增长。
钴目前是电池原材料中采购风险最大的。 这是由于预期需求的动态增长和随之而来的供应限制。 目前,只有澳大利亚、智利和阿根廷等少数几家公司获准开采锂,且只有四家公司占全球供应量的60%以上。 然而,当前的锂热潮表明,锂业务正在发生许多变化。 电动汽车的高生产成本是电动汽车广泛接受的主要障碍。 由于预计电池价格下降、研发支出减少以及电动汽车需求增加,购买电动汽车掀背车、跨界车和 SUV 的总体成本预计将降至内燃机汽车的水平。
儘管汽车行业在 COVID-19 大流行期间崩溃,但由于世界各国政府提供的有利法律框架,对电动汽车的需求持续增长。 许多国家在疫情爆发前就制定了重要法规,例如二氧化碳排放限制和零排放汽车(ZEV)要求。 超过 20 个国家要么限制传统汽车的销售直至 2021 年,要么要求所有新车销售均为纯电动汽车。 因此,COVID-19疫情导致的电动汽车销量增加推动了全球市场的扩张。
由于对轻质、能量密集且能够高效运行的电动汽车电池的需求不断增加,锂离子电池行业预计将出现利润丰厚的增长。 此外,锂离子电池现在不仅在混合动力汽车中,而且在所有纯电动汽车中都被用作主要信息。 此外,未来几年,製造商努力研发和使用各种锂离子化学物质来提高电动汽车电池的能量密度,预计将带来可观的收入发展前景。
电池电动汽车 (BEV) 领域预计在预测期内復合年增长率最高。 这是由于欧洲和其他新兴国家为应对气候变化和减少对化石燃料的依赖而对零排放汽车的需求不断增加。 此外,纯电动汽车因其较低的运营成本而在发展中国家获得认可,预计这将在不久的将来影响该行业的增长。 然而,在没有可靠充电基础设施的国家,混合动力汽车的需求量很大。
中国、日本和印度等国家电动汽车使用量的增加,以及城市化和购电平价上涨导致的汽车需求强劲,推动了锂离子电池的使用。预计该地区显着增加。 能效标准、高峰电价上涨和技术进步等有利法规正在促使项目开发商更加关注商业和工业 (C&I) 领域。 这主要是由于中国和印度经济强劲增长,预计将增加该地区对锂离子储能系统的需求。
随着电动汽车变得更加流行以及对电池的需求增加,预计欧洲在预测期内的复合年增长率最高。 这是因为该地区已经开始遵守旨在应对气候变化的严格法规和污染控制标准。 例如,欧洲2021年的销售额将仅次于中国,位居第二。 IEA 估计 2021 年欧洲销量为 230 万辆。 除其他福利外,欧洲国家有利的监管环境以及对电动汽车采用的补贴、激励措施和税收优惠预计将加速该地区的市场扩张。
2022 年 7 月,三星 SDI 开始在马来西亚芙蓉建设第二个电池生产设施。 该工厂将于 2024 年开始生产 PRiMX 21700 圆柱形电池。 该公司将分阶段投资14亿美元,直至2025年。 该工厂生产的电池主要用于电动汽车 (EV)、微型交通和各种其他应用。
2020年3月,比亚迪宣布推出由薄型单体电池组成的刀片电池系统。 单块电池厚度约1.35cm,比传统产品占用空间减少50%。
2020年7月,松下控股有限公司与日本精细陶瓷中心(JFCC)和名古屋大学材料与系统可持续发展研究所合作,研究全固态电池中锂离子的动力学纳米级实时。宣布开发出可视化技术。
According to Stratistics MRC, the Global Electric Vehicle Battery Market is accounted for $68.75 billion in 2023 and is expected to reach $274.98 billion by 2030 growing at a CAGR of 21.9% during the forecast period. A battery is a device that uses an electrochemical process to transform chemical energy into electric energy. In an electrical circuit, an electrochemical reaction happens when electrons move from one substance to another. The battery is frequently made to meet all of the needs of the motor(s) and charging system needed by an electric vehicle. A typical Electric Vehicle battery pack is made up of clusters of 18-30 parallel cells connected in series to produce the required propulsion voltage.
According to the European Union, 'Green Deal policy' by the, the share of EVs is likely to increase, further driving the demand for lithium-ion batteries during the forecast timeframe. 'Green Deal Policy' aims to reduce the carbon emission by more than 50% by 2030 to achieve carbon neutrality target by 2050.
As environmental concerns about conventional cars continue to mount, governments all over the world are supporting the use of alternative fuel vehicles. EVs, or electric cars, are zero-emission vehicles that are gaining international popularity for environmentally beneficial public transit. Several national governments offer financial incentives to encourage the use of EVS, including tax exemptions and refunds, subsidies, reduced parking/toll charges for EVs, and free charging. Leading EV markets like China, the US, and Germany are investing a lot in EV charging infrastructure as well as R&D for faster and more efficient charging methods.
China provides 75% of the world's lithium-ion batteries, 70% of the cathode manufacturing capacity, and 85% of the anode production capacity. Additionally, Europe is in charge of roughly a quarter of the world's assembly, although it only has a small supply chain cobalt processing accounts for 20% of it. In addition, the economies of South Korea and Japan account for large portions of the supply chain downstream of raw material processing, notably in the highly technological manufacture of cathode and anode material the pandemic's sharp rise in EV sales put the supply chains' endurance to the stress. It is projected that the closure of battery production facilities during COVID-19 and political tensions between nations that are involved in the battery supply chain would lead to a lack of raw materials, further impeding market expansion.
In comparison to nickel-cadmium and lead-acid rechargeable batteries, lithium-ion batteries, a kind of rechargeable battery used in electric cars, have a greater energy density Despite not containing any lithium metal, lithium-ion batteries do contain ions. In comparison to other battery types, lithium-ion batteries are becoming more and more popular, mostly because of their advantageous capacity-to-weight ratio. Lithium-ion batteries are typically more expensive than conventional batteries; however their cost has begun to decline as a result of an increase in R&D efforts by rival companies. Because lithium-ion batteries are so much safer than other battery technologies, all battery makers make sure that they follow safety regulations and guidelines to safeguard customers in the event of a battery failure. Hence all the above factors drive the market growth.
Of all the battery raw materials, cobalt now poses the most procurement risks. This is because of the anticipated dynamic increase in demand and any ensuing supply limitations. Only a few businesses and Australia, Chile, and Argentina are now permitted to mine lithium, and only four companies have more than 60% of the global supply. The current lithium boom, however, has demonstrated that the lithium business is going through a lot of change. And the high cost of EV production has been a significant barrier to their broad acceptance. The entire cost of buying electric hatchbacks, crossovers, or SUVs is predicted to fall to reach the levels of ICE cars due to the anticipated decline in battery prices and decreased R&D expenses, which will increase demand for EVs.
Due to favourable legislative frameworks offered by governments throughout the world, the demand for e-vehicles continued to rise despite the collapse of the automobile sector during the COVID-19 pandemic. Many nations were enforcing important regulations including CO2 emissions limits and zero-emission vehicle (ZEV) requirements even before the epidemic. More than 20 nations have imposed restrictions on the sale of conventional automobiles until 2021 or requirements that all new vehicle sales be BEVs. Therefore, the COVID-19 pandemic's increased eVehicle sales fuelled the expansion of the global market.
The lithium-ion battery segment is estimated to have a lucrative growth, due to rising demand for electric car batteries that are lightweight and have high energy density for efficient operation. Furthermore, lithium-ion batteries are presently used as the primary power source in all pure electric cars as well as the majority of hybrid electric vehicles. Additionally, in the upcoming years, manufacturers' efforts to conduct research and use a variety of lithium-ion chemistries to increase the energy density of electric car batteries are projected to lead to significant revenue development prospects.
The battery electric vehicle (BEV) segment is anticipated to witness the highest CAGR growth during the forecast period, due to rising demand for zero-emission cars in Europe and other emerging economies to combat climate change and lessen reliance on fossil fuels. Additionally, segment growth is anticipated to be influenced in the near future by the rising acceptance of BEVs among developing nations due to their cheap operating costs. However the rising demand for hybrid vehicles in countries without a reliable infrastructure for charging them.
Asia Pacific is projected to hold the largest market share during the forecast period owing to the use of lithium-ion batteries is predicted to increase significantly in the area due to the rising use of electric cars in nations like China, Japan, and India, as well as the strong demand for automobiles brought on by urbanisation and rising power purchase parity. Favourable regulations, such as energy efficiency standards, rising peak demand charges, and technological advancements have caused project developers to pay more attention to the commercial and industrial (C&I) sector. This is primarily due to China's and India's robust economic growth, which is expected to fuel the demand for lithium-ion-based energy storage systems in the area.
Europe is projected to have the highest CAGR over the forecast period, owing to rise in the adoption of electric cars, which will increase the need for batteries. This is due to the region's increased adherence to strict rules and pollution control standards designed to combat climate change. For instance, Europe saw the second-highest number of sales in 2021, behind China. The IEA estimates that 2.3 million units were sold in Europe in 2021. Additionally, a favourable regulatory environment together with the provided subsidies, incentives, and tax benefits for the adoption of EVs across European nations are projected to speed up market expansion in the area.
Some of the key players profiled in the Electric Vehicle Battery Market include Samsung SDI Co. Ltd, Contemporary Amperex Technology Co. Ltd, Panasonic Corporation, LG Energy Solution Ltd, Narada Power Source Co. Ltd, GS Yuasa Corporation, Hitachi Ltd, East Penn Manufacturing Company, BYD Co. Ltd, Johnson Controls International Plc, Toshiba Corporation, Tesla Motors, Inc., Automotive Energy Supply Corporation, Leoch International Technology Ltd., Crown Battery Corporation, Furukawa Electric Co., Ltd, Wanxiang Group Corporation, Tianneng Power International Co., Ltd and EnerSys
In July 2022, Samsung SDI began the construction of its second battery production facility in Seremban, Malaysia. This plant will start producing PRiMX 21700 cylindrical batteries in 2024. The company will invest USD 1.4 billion in stages till 2025. The batteries produced at the plant will be primarily used for electric vehicles (EV), micro mobility, and various other applications.
In March 2020, BYD announced the launch of a blade battery system, which consists of thin individual batteries. The thickness of a single battery is around 1.35 cm and occupies 50% less space than earlier products.
In July 2020, Panasonic Holdings Corporation announced the development of a technique to visualize lithium-ion dynamics in all-solid-state batteries on a nanometer scale in real-time, in collaboration with Japan Fine Ceramics Center (JFCC) and Institute of Materials and Systems for Sustainability, Nagoya University.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.