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市场调查报告书
商品编码
1494917
到 2030 年电动车电池市场预测:按电池类型、电池容量、电池形式、材料类型、推进类型、电池组件、车辆类别、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, Battery Capacity, Battery Form, Material Type, Propulsion Type, Battery Component, Vehicle Class, End User and By Geography |
根据Stratistics MRC预测,2024年全球电动车电池市场规模将达1,543亿美元,预计2030年将达到3,838亿美元,预测期内复合年增长率为16.4%。
电动车 (EV) 电池是一种可充电电池组,用于为电动车的马达提供动力。这些电池储存电能并将其提供给马达,使汽车无需内燃机即可运行。电动车电池对于车辆续航里程、性能和效率至关重要,也是电动车解决方案日益普及的核心。
根据国际能源总署(IEA)预测,2022年全球电动车销量将突破1,000万辆,较2021年成长55%。这种销售量的快速成长将带动电池需求的大幅成长,汽车锂离子电池的需求将从2021年的约330GWh成长到2022年的550GWh,成长约65%。
扩大充电基础设施
充电基础设施的扩张将显着推动电动车电池市场的发展。政府和私人组织投资建造更方便、更普及的充电站将使电动车(EV)拥有变得更加方便和实用。此类基础设施的改善减少了潜在电动车购买者对续航里程的担忧,使电动车成为更具吸引力的选择,并直接支持对电动车电池的需求。
有限范围
电动车续航里程有限仍然是电动车电池市场的主要限制因素。儘管电池技术取得了进步,但与传统汽油动力汽车相比,对电动车续航里程的担忧阻碍了一些消费者的转变。这项限制影响了市场成长潜力,因为它限制了电动车的广泛采用,特别是在充电基础设施较差的地区。
电池回收的进展
电池回收的进步为电动车电池市场带来了重大机会。随着电动车需求的增加,需要一种永续且有效的方式来回收废弃电池。回收技术的创新不仅可以解决环境问题,还可以透过回收有价值的金属来帮助减少对原料的依赖。这将降低电动车电池的成本并建立更永续的供应链。
原料短缺
电动车电池所需的锂、钴、镍等原料短缺,对电动车电池市场构成威胁。对这些原材料的需求增加,加上地缘政治紧张局势和地理供应有限,可能会导致供应链中断和价格波动。这种情况可能会增加生产成本,影响电动车的负担能力,并限制市场成长。
由于供应链中断和电动车销售暂时下降,COVID-19 大流行最初扰乱了电动车电池市场。然而,疫情过后,由于永续性担忧的加剧和政府的支持政策,市场对电动车的需求激增,市场很快就展现了韧性。这次疫情加速了向电动车的转变,并凸显了电池生产中强大的本地供应链的重要性。
电池电动车(BEV)产业预计将在预测期内成为最大的产业
预计纯电动车(BEV)细分市场将在预测期内成为最大的细分市场。仅靠电力运行的纯电动车因其零排放、低营运成本和更长的续航里程而越来越受欢迎。该领域的成长与电动车市场的扩张直接相关,因为消费者和政府需要更清洁的交通途径。
商用车领域预计在预测期内复合年增长率最高
商用车领域预计在预测期内复合年增长率最高。由于需要减少排放气体并遵守严格的环境法规,电动巴士、卡车和货车越来越多地用于商业用途,推动了这一成长。电动商用车需要耐用、高容量的电池,推动电池技术和生产的进步。该领域的扩张反映了交通运输领域电气化的更广泛趋势。
亚太地区在电动车电池市场占据主导地位,占据最大的市场占有率。这项优势得益于电动车在中国和日本等国家的快速普及,并得到强有力的政府政策、奖励和电动车基础设施投资的支持。该地区在电池製造和技术开发方面的主导地位进一步巩固了其市场主导。
预计亚太地区电动车电池市场也将快速成长,在预测期内复合年增长率最高。环保意识的提高、燃油价格的上涨以及电动车製造商在该地区的不断壮大推动了成长。此外,全部区域政府为促进电动车所采取的倡议,例如电动车补贴和免税,预计将推动电动车电池的需求。
According to Stratistics MRC, the Global Electric Vehicle Battery Market is accounted for $154.3 billion in 2024 and is expected to reach $383.8 billion by 2030 growing at a CAGR of 16.4% during the forecast period. An Electric Vehicle (EV) Battery is a rechargeable battery pack used to power the electric motor of an EV. These batteries store electrical energy and supply it to the motor, enabling the vehicle to operate without internal combustion. EV batteries are crucial for vehicle range, performance, and efficiency, and are central to the growing adoption of electric mobility solutions.
According to the International Energy Agency (IEA), global electric car sales exceeded 10 million in 2022, up 55% relative to 2021. This surge in sales has driven a significant increase in battery demand, with automotive lithium-ion battery demand rising by about 65% to 550 GWh in 2022 from about 330 GWh in 2021.
Expansion of charging infrastructure
The expansion of charging infrastructure significantly drives the electric vehicle battery market. As governments and private entities invest in building more accessible and widespread charging stations, the convenience and practicality of owning electric vehicles (EVs) increase. This infrastructure development reduces range anxiety among potential EV buyers, making electric vehicles a more attractive option and directly boosting the demand for EV batteries.
Limited range
The limited range of electric vehicles remains a major restraint for the electric vehicle battery market. Despite advancements in battery technology, concerns about the driving range of EVs compared to traditional gasoline vehicles deter some consumers from making the switch. This limitation impacts the market's growth potential, as it restricts the broader adoption of electric vehicles, especially in regions with insufficient charging infrastructure.
Advancements in battery recycling
Advancements in battery recycling present a significant opportunity for the electric vehicle battery market. As the demand for EVs grows, so does the need for sustainable and efficient ways to recycle used batteries. Innovations in recycling technologies not only address environmental concerns but also help in reducing the dependency on raw materials by recovering valuable metals. This can lead to cost reductions and a more sustainable supply chain for EV batteries.
Raw material scarcity
The scarcity of raw materials required for EV batteries, such as lithium, cobalt, and nickel, poses a threat to the electric vehicle battery market. The increasing demand for these materials, coupled with geopolitical tensions and limited geographical availability, can lead to supply chain disruptions and price volatility. This scenario could increase production costs and impact the affordability of electric vehicles, thereby restraining market growth.
The Covid-19 pandemic initially disrupted the electric vehicle battery market due to supply chain interruptions and a temporary decline in EV sales. However, the market quickly demonstrated resilience as the demand for electric vehicles surged post-pandemic, driven by an increased focus on sustainability and supportive government policies. The pandemic accelerated the shift towards electric mobility, highlighting the importance of robust and localized supply chains for battery production.
The battery electric vehicles (BEV) segment is expected to be the largest during the forecast period
The battery electric vehicles (BEV) segment is expected to be the largest during the forecast period. BEVs, which run entirely on electric power, are gaining popularity due to their zero emissions, lower operating costs, and increasing range capabilities. The growth of this segment is directly tied to the expansion of the EV market, as consumers and governments push for cleaner transportation options.
The commercial vehicles segment is expected to have the highest CAGR during the forecast period
The commercial vehicles segment is expected to have the highest CAGR during the forecast period. This growth is attributed to the increasing adoption of electric buses, trucks, and vans for commercial use, driven by the need to reduce emissions and comply with stringent environmental regulations. Electric commercial vehicles require durable, high-capacity batteries, pushing advancements in battery technology and production. This segment's expansion reflects the broader trend towards electrification in the transportation sector.
The Asia Pacific region is positioned to dominate the electric vehicle battery market, holding the largest market share. This dominance is due to the rapid adoption of electric vehicles in countries like China and Japan, supported by strong government policies, incentives, and investments in EV infrastructure. The region's leading position in battery manufacturing and technology development further strengthens its market leadership.
The Asia Pacific region also anticipates rapid growth in the electric vehicle battery market, with the highest CAGR during the forecast period. The growth is fueled by increasing environmental awareness, rising fuel prices, and the growing presence of EV manufacturers in the region. Additionally, government initiatives across the region to promote electric mobility, such as subsidies and tax exemptions for EVs, are expected to drive the demand for electric vehicle batteries.
Key players in the market
Some of the key players in Electric Vehicle Battery Market include Contemporary Amperex Technology Co. Ltd. (CATL), Panasonic Corporation, LG Chem, BYD Company Limited, Samsung SDI Co., Ltd., SK Innovation Co., Ltd., A123 Systems LLC, Johnson Controls International plc, Toshiba Corporation, GS Yuasa Corporation, Hitachi Chemical Co., Ltd., Envision AESC, Northvolt AB, Lithium Energy Japan (LEJ), Farasis Energy, BAK Power Battery Co., Ltd., CALB (China Aviation Lithium Battery), EnerSys, Blue Solutions (Bollore Group), and Primearth EV Energy Co., Ltd. (PEVE).
In May 2024, leading electric-vehicle battery supplier Contemporary Amperex Technology Co. Ltd. (CATL) is expanding its lineup to capture diverse demand among automakers, including with a recent release that promises a 1,000 kilometer range on a single charge. Unveiled at the Beijing auto show on April 25, the Shenxing Plus builds on CATL's Shenxing lithium iron phosphate (LFP) battery released in August. The 1,000-km driving range was made possible by continuous technological advancements, said Gao Huan, chief technology officer of CATL's Chinese e-car business, that day.
In April 2024, Panasonic Energy is discussing a potential joint venture with Indian Oil to produce electric vehicle (EV) batteries in India. The company's interest in India comes after news broke that Tesla Giga Berlin is producing cars for the country. The Japanese battery supplier plans to produce cylindrical lithium-ion batteries in India. The two companies announced that their potential joint venture aims to cater to the growing demand for batteries for two and three-wheeler vehicles, along with energy storage systems in the Indian market.
In April 2024, Factorial Inc. (Factorial), an industry leader in the development of solid-state battery technology for electric vehicle (EV) applications, and LG Chem, a global leader in battery materials, today announced the signing of a memorandum of understanding (MOU) to accelerate the development of solid-state battery materials. The agreement aims to strengthen cooperation in the field of next-generation battery materials and secure future competitive advantage by combining LG Chem's battery material capabilities and Factorial's next-generation battery material and process innovations.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.