市场调查报告书
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1511264
到 2030 年全球电动车电池外壳市场预测:按车型、电池类型、材料类型、电池格式类型、技术、最终用户、地区Electric Vehicle Battery Housing Market Forecasts to 2030 - Global Analysis By Vehicle Type, Battery Type, Material Type, Cell Format Type, Technology, End User and By Geography |
根据 Stratistics MRC 的数据,2024 年全球电动车电池外壳市场规模将达到 130 亿美元,预计到 2030 年将达到 257 亿美元,预测期内复合年增长率为 11.9%。
电动汽车电池外壳是容纳电动车电池组的结构或机壳。该机壳旨在保护电池单元免受外部元件的影响,提供结构支撑,并确保发生事故或撞击时的安全。电池外壳通常由轻质耐用的材料製成,例如铝、钢和复合材料。它们还必须纳入温度控管功能,例如冷却系统和隔热材料,以保持电池单元的最佳温度并防止过热。
根据国际能源总署(IEA)的数据,中国拥有最大的纯电动车(BEV)保有量,其次是欧洲和美国。 2020年,中国纯电动汽车保有量接近350万辆,预计2021年这数字将达到620万辆。
电动车需求增加
市场需求大幅成长,这主要是由于全球范围内电动车的采用不断增加。随着汽车产业转向永续解决方案,电动车对高效耐用电池外壳的需求不断增加。这一趋势受到环境问题、政府激励措施和电池技术进步的推动,显示预测期内市场的成长轨迹充满希望。
原料取得困难
由于原材料供应有限,市场面临重大挑战。随着电动车需求的增加,锂、钴和镍等资源的压力也越来越大。这种稀缺性不仅会影响产量,还会推高成本,并可能阻碍电动车的广泛采用。製造商正在探索替代材料和回收方法,以缓解这项挑战并确保电动车产业的永续成长。
需要改进安全功能
随着市场的扩大,必须增强电池机壳的安全功能,以减少潜在的风险。先进的温度控管系统、稳健的结构设计和智慧监控技术等创新至关重要。这些增强功能不仅可以防止热失控和火灾危险,还可以确保发生事故时的结构完整性。此外,整合故障安全机制和快速紧急应变系统可以进一步加强安全标准并增强消费者和监管机构的信心。
电池外壳成本高成本
市场正面临电池外壳成本高的重大挑战。这一成本因素影响了电动车的整体承受能力,并阻碍了其广泛采用。製造商正在积极寻求创新的解决方案,例如轻质材料、简化的生产过程和永续实践,以缓解这项挑战。克服电池外壳的高成本对于提高汽车产业电动车的竞争力和永续性至关重要。
COVID-19 大流行对电动汽车电池外壳市场产生了重大影响。供应链中断、消费者需求减少和生产停顿对市场产生了负面影响。然而,随着挑战的增加,向永续交通方式的转变已变得显而易见,人们对电动车的兴趣也随之增加。政府的奖励策略和奖励进一步推动了电动车产业的发展。儘管经历了最初的挫折,市场仍展现了弹性和适应性,刺激了电池技术和製造工艺的创新,以满足疫情后对电动车不断增长的需求。
预计乘用车市场在预测期内将是最大的市场
乘用车市场预计将在预测期内成为最大的市场。由于环保意识不断增强以及政府大力推广电动车,对电动乘用车的需求正在迅速增加。这对电动车电池外壳市场产生了直接影响,推动了轻质、耐用和经济高效的外壳解决方案的创新,以适应先进的电池技术。製造商正致力于加强安全标准、优化能源效率和整合智慧功能,以满足电动乘用车车主不断变化的需求。
预计聚合物产业在预测期内复合年增长率最高。
由于其重量轻、耐用且具有成本效益,预计聚合物细分市场在预测期内将出现最高的复合年增长率。聚丙烯 (PP)、聚乙烯 (PE) 和聚碳酸酯 (PC) 等聚合物通常用于电池外壳。这些材料具有优异的耐热性和耐化学性,确保电动车电池的安全性和使用寿命。此外,聚合物复合材料的进步正在提高其结构完整性并减轻重量,进一步增加其在新兴电动车产业的采用。
由于该地区电动车的普及率不断提高,预计北美在预测期内将占据最大的市场占有率。在政府激励措施、环境问题和电池技术进步的推动下,市场正在稳步成长。市场正在见证电池外壳设计和材料的持续创新。製造商正致力于开发轻盈耐用的外壳,以提高电动车的整体性能和续航里程。
预计亚太地区在预测期内将维持最高的复合年增长率。该市场包括各种材料,例如铝、钢和复合材料。轻质材料是提高车辆性能和续航里程的首选。与排放气体和车辆安全相关的严格法规也推动了对电动车及其零件(包括电池外壳)的需求。各国政府正在透过政策和奖励促进电动车的采用。
According to Stratistics MRC, the Global Electric Vehicle Battery Housing Market is accounted for $13.0 billion in 2024 and is expected to reach $25.7 billion by 2030 growing at a CAGR of 11.9% during the forecast period. Electric vehicle (EV) battery housing is the structure or enclosure that houses the battery pack in an electric vehicle. This housing is designed to protect the battery cells from external elements, provide structural support, and ensure safety in case of accidents or impacts. The battery housing is typically made of lightweight yet durable materials such as aluminum, steel, or composite materials. It must also incorporate features for thermal management, such as cooling systems or insulation, to maintain the optimal temperature for the battery cells and prevent overheating.
According to the International Energy Agency, China is leading with the highest battery electric vehicles (BEVs) stock followed by Europe and the United States. In 2020, it was estimated that nearly 3.5 million Battery Electric Vehicles (BEVs) were stocked in China, which reached 6.2 million in 2021.
Increasing demand for electric vehicles (EVs)
The market is witnessing a significant surge in demand, driven primarily by the increasing adoption of electric vehicles (EVs) globally. As the automotive industry shifts towards sustainable solutions, the need for efficient and durable battery housings for EVs has escalated. This trend is fueled by environmental concerns, government incentives, and technological advancements in battery technology, indicating a promising growth trajectory for the market during the forecast period.
Limited availability of raw materials
The market faces a significant challenge due to the limited availability of raw materials. As demand for EVs rises, the pressure on resources like lithium, cobalt, and nickel intensifies. This scarcity not only impacts production volumes but also drives up costs, potentially hindering the widespread adoption of EVs. Manufacturers are exploring alternative materials and recycling methods to mitigate this challenge and ensure sustainable growth in the EV industry.
Need for improved safety features
The growing market necessitates enhanced safety features in battery housing to mitigate potential risks. Innovations such as advanced thermal management systems, robust structural designs, and intelligent monitoring technologies are crucial. These enhancements not only safeguard against thermal runaway and fire hazards but also ensure structural integrity during accidents. Moreover, integrating fail-safe mechanisms and rapid emergency response systems can further bolster safety standards, instilling confidence among consumers and regulators alike.
High cost of battery housing
The market faces a significant challenge due to the high cost of battery housing. This cost factor impacts the overall affordability of electric vehicles, hindering their widespread adoption. Manufacturers are actively seeking innovative solutions such as lightweight materials, streamlined production processes, and sustainable practices to mitigate this challenge. Overcoming the high cost of battery housing is crucial for enhancing the competitiveness and sustainability of EVs in the automotive industry.
The COVID-19 pandemic significantly impacted the Electric Vehicle (EV) Battery Housing market. Supply chain disruptions, reduced consumer demand, and production halts affected the market adversely. However, amidst challenges, there was a notable shift towards sustainable transportation, driving interest in EVs. Governments' stimulus packages and incentives further boosted the EV sector. Despite initial setbacks, the market witnessed resilience and adaptation, fostering innovations in battery technology and manufacturing processes to meet growing EV demands post-pandemic.
The passenger cars segment is expected to be the largest during the forecast period
The passenger cars segment is expected to be the largest during the forecast period. With growing environmental awareness and government initiatives promoting electric mobility, demand for electric passenger cars has surged. This has directly impacted the EV battery housing market, driving innovations in lightweight, durable, and cost-effective housing solutions to accommodate advanced battery technologies. Manufacturers are focusing on enhancing safety standards, optimizing energy efficiency, and integrating smart features to meet the evolving needs of electric passenger car owners.
The polymers segment is expected to have the highest CAGR during the forecast period
The polymers segment is expected to have the highest CAGR during the forecast period due to their lightweight, durable, and cost-effective properties. Polymers like polypropylene (PP), polyethylene (PE), and polycarbonate (PC) are commonly used for battery housings. These materials offer excellent thermal and chemical resistance, ensuring the safety and longevity of EV batteries. Moreover, advancements in polymer composites are enhancing structural integrity and reducing weight, further driving their adoption in the burgeoning EV industry.
North America is projected to hold the largest market share during the forecast period due to the increasing adoption of electric vehicles in the region. The market has been growing steadily, driven by government incentives, environmental concerns, and technological advancements in battery technologies. The market is witnessing continuous innovations in battery housing design and materials. Manufacturers are focusing on developing lightweight yet durable housings that can improve the overall performance and range of electric vehicles.
Asia Pacific is projected to hold the highest CAGR over the forecast period. The market encompasses various materials such as aluminum, steel, and composite materials. Lightweight materials are preferred to enhance vehicle performance and range. Stringent regulations related to emissions and vehicle safety are also driving the demand for EVs and their components, including battery housings. Governments are promoting the adoption of electric mobility through policies and incentives.
Key players in the market
Some of the key players in Electric Vehicle Battery Housing market include Tesla, Inc., Panasonic Corporation, LG Chem, Samsung SDI, Hitachi Chemical Co., Ltd., Johnson Controls International plc, Toshiba Corporation, Envision AESC Group, Gestamp Automocion S.A. , Electrovaya Inc., EnerSys, C&D Technologies, Ecobat Technologies, Exide Technologies, TATA AutoComp Systems Limited, Magna , Northvolt AB and SGL Carbon.
In January 2024, E-Works Mobility signed a technology partnership with SGL Carbon to supply battery cases made of glass fibre-reinforced plastic. The e-car manufacturer is replacing its currently used aluminum battery boxes with boxes made of glass fibre-reinforced plastic from SGL Carbon.
In July 2023, Magna announced that the company would invest USD 790 million to build the first two supplier facilities at Ford's BlueOval City supplier park in Stanton, Tennessee, and a stamping and assembly facility in Lawrenceburg, Tennessee.
In January 2023 , Gestamp Automocion S.A. (Gestamp) announced its fourth hot stamping line in India and presented for the second time its range of products and innovations for new mobility at the Indian Auto Expo 2023.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.