市场调查报告书
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2030年CTP(Cell to Pack)电池市场预测:按电池类型、电动车类型、电池类型、推广、电池技术和地区进行全球分析Cell to Pack Battery Market Forecasts to 2030 - Global Analysis By Battery Form, Electric Vehicle Type, Battery Type, Propulsion, Battery Technology and By Geography |
根据 Stratistics MRC 的数据,2023 年全球电芯到电池组 (CTP) 电池市场规模将达到 57 亿美元,预计到 2030 年将达到 351 亿美元,预测期内复合年增长率为 29.7%。
CTP(Cell to Pack)电池市场是指电池产业的一个领域,专注于绕过传统的模组组装流程,直接将单一电池单元整合到更大的电池组中。这一新趋势旨在简化製造流程、降低成本、提高能量密度和整体电池系统性能。 CTP技术不需要模组,可以有效利用电池组内的空间,实现轻量化和紧凑的设计,这对于电动车(EV)和便携式电子设备尤其重要。
电动车 (EV) 越来越普及
CTP 技术透过将单一电池直接整合到电池组中而无需中间模组,从而提高能量密度和效率。电动车 (EV) 需求的不断增长迫使製造商开发具有更大能源储存容量、更长使用寿命和更快充电时间的电池。 CTP 电池透过简化电池组装流程、减轻重量和改善温度控管来满足这些需求,从而提高整体效能并降低成本。此外,CTP 电池的紧凑设计可以最大限度地利用电动车内的空间,在不牺牲内部空间或行驶里程的情况下增加储存容量。
成本考虑
CTP 电池的製造过程通常涉及复杂的集成,这会增加製造成本。 CTP 设计使用更大的电池,与传统电池组设计相比,这可能会导致更高的材料成本。对先进温度控管系统和安全功能的需求进一步增加了 CTP 电池的总成本。此外,CTP电池的生产尚未完全实现规模经济,导致单位成本比传统电池组更高。
能源储存应用增加
由于汽车、可再生能源和电网稳定等各领域对可靠、高效的能源储存解决方案的需求不断增加,对高性能电池的需求至关重要。 CTP 技术透过将单一电池直接整合到电池组中来简化电池製造,无需中间模组。此外,CTP 配置非常灵活,使我们能够提供针对特定应用要求(从电动车到固定储能係统)量身定制的解决方案。随着再生能源来源的不断扩大和电动趋势的推进,CTP 电池的扩充性和多功能性被定位为向永续能源未来过渡的关键要素。
製造复杂性
製造复杂性是电池组 (CTP) 电池市场的主要挑战,阻碍了扩充性和效率。从单一电池到整合电池组的转变需要彻底的工程和组装过程,通常涉及复杂的温度控管、电气连接和安全考虑。这种复杂性增加了製造成本和进度,阻碍了普及。不同製造商的不同电池规格使标准化工作进一步复杂化,需要为每个电池组量身订做解决方案。因此,製造商在实现规模经济和优化产量方面面临障碍,限制了市场的成长潜力。
疫情也扰乱了全球供应链,导致CTP电池的生产和分销出现延误。封锁措施和经济不确定性导致消费者支出下降,影响了电动车的普及,从而减少了对 CTP 电池的需求。然而,製造工厂的关闭和劳动力流动的限制阻碍了新 CTP 电池技术的开发和部署。儘管存在这些挑战,市场仍表现出了韧性,随着经济从疫情影响中復苏,对 CTP 电池技术的持续研究和投资可能会推动未来的成长。
预计在预测期内圆柱形电池部分将是最大的
预计圆柱形电池部分在预测期内将是最大的。圆柱形电池采用紧凑的设计和高效的封装,可提高电池组的能量密度并增强温度控管。标准化的形状和尺寸简化了製造过程,从而提高了成本效率并缩短了生产週期。此外,圆柱形电池表现出强大的性能和可靠性,使其成为从电动车到消费性电子产品等各种应用的理想选择。
刀片电池技术领域预计在预测期内复合年增长率最高
刀片电池技术领域预计在预测期内复合年增长率最高。刀片电池采用独特的设计,将多个电池整合到一个电池组中,优化空间并提高能量密度。这种整合减少了对额外模组和连接器的需求,从而简化了生产流程并降低了製造成本。此外,刀片电池透过坚固的结构设计和先进的温度控管系统增强了安全性,降低了热失控风险,确保运作更安全。
在预测期内,亚太地区占据最大份额,因为将单一电池直接整合到电池组中简化了电池製造流程,无需额外的模组或组件。在製造能力较高的亚太地区,这项技术正在提高电动车 (EV) 电池的效率、降低成本并增强性能。透过利用这项技术,製造商可以优化其生产线、减少组装时间并提高能量密度。
预计欧洲地区在估计期间将保持盈利成长。欧洲地区的政府法规在推动 CTP(Cell to Pack)电池市场的成长方面发挥着至关重要的作用。这些法规主要关注环境永续性和减少碳排放,从而鼓励电动车(EV)的采用。欧盟严格的排放法规,加上对电动车购买者的补贴和税收减免等财政奖励,为汽车产业转型为电动创造了有利的环境。
According to Stratistics MRC, the Global Cell to Pack Battery Market is accounted for $5.7 billion in 2023 and is expected to reach $35.1 billion by 2030 growing at a CAGR of 29.7% during the forecast period. The Cell to Pack (CTP) battery market refers to the sector within the battery industry that focuses on integrating individual battery cells directly into larger battery packs, bypassing the traditional module assembly step. This emerging trend aims to streamline the manufacturing process, reduce costs, and improve energy density and overall performance of battery systems. By eliminating the need for modules, CTP technology enables more efficient use of space within battery packs, leading to lighter and more compact designs, especially crucial in electric vehicles (EVs) and portable electronics.
Growing electric vehicle (EV) adoption
CTP technology integrates individual battery cells directly into a pack without intermediate modules, enhancing energy density and efficiency. As EV demand rises, manufacturers are under pressure to develop batteries that offer greater energy storage capacity, longer lifespan, and faster charging times. CTP batteries address these needs by streamlining the battery assembly process, reducing weight, and improving thermal management, resulting in enhanced overall performance and lower costs. Moreover, the compact design of CTP batteries maximizes space utilization within EVs, allowing for increased storage capacity without sacrificing interior space or vehicle range.
Cost considerations
The manufacturing process for CTP batteries typically involves complex integration, which can increase production costs. The use of larger cells in CTP designs can lead to higher material costs compared to traditional battery pack designs. The need for advanced thermal management systems and safety features adds to the overall cost of CTP batteries. Furthermore, economies of scale have not yet been fully realized in CTP battery production, resulting in higher per-unit costs compared to conventional battery packs.
Increasing energy storage applications
With the increasing demand for reliable and efficient energy storage solutions across various sectors such as automotive, renewable energy, and grid stabilization, the need for high-performance batteries is paramount. CTP technology streamlines battery manufacturing by integrating individual cells directly into battery packs, eliminating the need for intermediary modules. Furthermore, the flexibility of CTP configurations allows for tailored solutions to meet specific application requirements, from electric vehicles to stationary storage systems. As renewable energy sources continue to expand and electrification trends advance, the scalability and versatility of CTP batteries position them as a pivotal component in the transition towards a sustainable energy future.
Manufacturing complexity
Manufacturing complexity poses a significant challenge in the Cell to Pack (CTP) battery market, hindering its scalability and efficiency. The transition from individual cells to integrated packs demands meticulous engineering and assembly processes, often involving intricate thermal management, electrical connectivity, and safety considerations. This complexity increases production costs and timelines, deterring widespread adoption. Variations in cell specifications from different manufacturers further complicate standardization efforts, necessitating bespoke solutions for each battery pack. Consequently, manufacturers face hurdles in achieving economies of scale and optimizing production yields, limiting the market's growth potential.
The pandemic also disrupted global supply chains, causing delays in production and distribution of CTP batteries. Lockdown measures and economic uncertainties led to a decrease in consumer spending, affecting the adoption of electric vehicles and thus the demand for CTP batteries. However, the closure of manufacturing facilities and restrictions on workforce mobility hindered the development and deployment of new CTP battery technologies. Despite these challenges, the market demonstrated resilience, with ongoing research and investment in CTP battery technology poised to drive future growth as economies recover from the pandemic's impact
The Cylindrical Cells segment is expected to be the largest during the forecast period
Cylindrical Cells segment is expected to be the largest during the forecast period. These cylindrical cells, characterized by their compact design and efficient packaging, enable greater energy density and enhanced thermal management within battery packs. Their standardized shape and size facilitate streamlined manufacturing processes, leading to cost efficiencies and faster production cycles. Additionally, cylindrical cells exhibit robust performance and reliability, making them ideal for various applications ranging from electric vehicles to consumer electronics.
The Blade Battery Technology segment is expected to have the highest CAGR during the forecast period
Blade Battery Technology segment is expected to have the highest CAGR during the forecast period. Blade Batteries feature a unique design that integrates multiple cells into a single pack, optimizing space and improving energy density. This consolidation reduces the need for additional modules and connectors, streamlining production processes and lowering manufacturing costs. Additionally, Blade Batteries offer enhanced safety features, due to their robust structural design and advanced thermal management systems, mitigating the risk of thermal runaway and ensuring safer operation.
Asia Pacific region commanded the largest share over the projection period as the innovative approach streamlines the battery production process by integrating individual battery cells directly into the battery pack, eliminating the need for additional modules or components. In the Asia Pacific region, where manufacturing prowess is prominent, this technology has led to increased efficiency, reduced costs, and enhanced performance in electric vehicle (EV) batteries. By leveraging this technology, manufacturers can optimize production lines, decrease assembly time, and enhance energy density, consequently meeting the escalating demand for EVs across the region.
Europe region is projected to hold profitable growth during the estimation period. Government regulations in the European region are playing a pivotal role in driving the growth of the Cell to Pack (CTP) battery market. These regulations primarily focus on environmental sustainability and reducing carbon emissions, thereby incentivizing the adoption of electric vehicles (EVs). The EU's stringent emission standards, coupled with financial incentives such as subsidies and tax breaks for EV buyers, create a favorable environment for the automotive industry to transition towards electrification.
Key players in the market
Some of the key players in Cell to Pack Battery market include BMW AG, BYD Company Ltd, Contemporary Amperex Technology Co., Ltd, Hozon New Energy Automobile Co., Ltd, Johnson Controls International plc, LG Energy Solution, Mitsubishi Electric Corporation, Panasonic Holdings Corporation, Sion Power Corporation, Sunwoda Electronic Co., Ltd and Tesla.
In Nov 2023, Volkswagen Group China has begun producing battery systems at a new factory in Hefei, China for its MEB platform EVs in the country. This marks the Volkswagen Group the first wholly-owned battery manufacturing venture in China and is the first VW Group facility to manufacturer next-generation cell-to-pack (CTP) EV batteries.
In July 2023, The FAW-Fudi which comes under BYD (FinDreams) first battery pack which is based on BYD Blade battery technology has rolled off its production line. This expansion by FAW-BYD enhanced the localization of power battery production. These batteries will power electric vehicles of FAW Group, and EVs from joint ventures like FAW-Volkswagen, FAW-Toyota, etc.
In November 2022, BYD Company Ltd. (China) launched the Atto 3 electric segment SUV in the Indian market, equipped with the blade battery technology battery pack. The company claimed a range of 521 km with a 60.48 kWh battery pack.
In November 2022, BYD Company Ltd. (China) entered a partnership with LEAL Group (Mauritius), an automotive dealership, in Mauritius to promote electric vehicles with blade battery technology.