市场调查报告书
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2030 年电池市场预测:按电池类型、形状、电压、技术、应用和地区进行全球分析Battery Market Forecasts to 2030 - Global Analysis By Battery Type (Lithium-ion Batteries, Lithium-Polymer Batteries, Lead-Acid Batteries, Nickel-Cadmium Batteries and Other Battery Types), Form, Voltage, Technology, Application and By Geography |
根据Stratistics MRC的数据,2024年全球电池市场规模为1,397.7亿美元,预计2030年将达到3,811.7亿美元,预测期内复合年增长率为18.2%。
电池是一种透过化学反应储存和释放电能的装置。它由一个或多个电化学电池组成,每个电池都有一个由电解分隔的正极(阴极)和负极(阳极)。当连接到电路时,电极和电解之间的化学反应会产生电子流,从而产生电力。广泛应用于电子设备、汽车、可再生能源系统等领域的能源储存和供电。
根据《抑制通货膨胀法案》报告,美国锂离子电池超级工厂的产能成长速度是欧洲的两倍。
电动车 (EV) 需求不断增长
在环境问题、政府奖励和技术进步的推动下,电动车的采用加速,对高容量、高效能电池的需求正在迅速增加。由于其能量密度和可充电性,锂离子电池对于电动车至关重要,使其成为製造商关注的焦点。电动车产量的增加正在推动电池需求,导致对电池技术和製造能力的投资增加,进一步推动市场成长。
能量密度极限
电池能量密度的限制源自于当前技术(尤其是锂离子电池)的物理和化学限制。每单位重量或体积可储存的能量受到电极和电解所用材料的限制。因此,频繁充电和有限的续航里程会降低用户满意度,并减缓关键产业对电池供电解决方案的采用。
可携式电子产品的成长
智慧型手机、笔记型电脑、平板电脑和穿戴式装置等行动电子设备严重依赖高效、紧凑且持久的电池(主要基于锂离子技术)来为其功能提供动力。随着消费者对更强大、更耐用的小工具的需求不断增加,对具有更高能量密度和快速充电功能的先进电池解决方案的需求也在增加。此外,小型化和能源效率的创新进一步推动电池生产,以满足不断变化的电子产品需求,推动市场扩张和电池技术创新。
安全问题
热失控、洩漏、短路等电池安全问题带来重大火灾和爆炸风险。这些问题是由设计不良、製造缺陷或处理不当引起的。这种安全问题可能会导致代价高昂的召回、监管审查和消费者信心下降。因此,保险费的增加、监管的收紧以及消费者和企业对采用电池技术的普遍犹豫正在阻碍市场的成长。
COVID-19 的影响
由于供应链中断、工厂关闭以及电动车 (EV) 和消费性电子产品需求减少,COVID-19 大流行最初扰乱了电池市场。然而,随着经济復苏,可再生能源计划和对电动车的重新关注,对能源储存的需求激增,市场復苏。这次疫情也加速了向绿色技术的转变,迫使各国政府优先考虑清洁能源计划,并在疫情后进一步促进电池生产和创新。
预计在预测期内,二次电池领域将是最大的。
预计二次电池领域将在整个预测期内占据最大的市场占有率。与一次性电池不同,二次电池是可以多次充电和使用的能源储存装置。它们通常采用锂离子 (Li-ion)、镍氢 (NiMH) 和铅酸技术製造。二次电池因其效率和长期成本效益而广泛应用于消费性电子产品、电动车(EV)和可再生能源储存系统。可充电电池具有减少废弃物并为各种应用提供可靠电力的优点。
预计家用电子电器产业在预测期内的复合年增长率最高。
预计家用电子电器产业在预测期内复合年增长率最高。在家用电子电器中,电池对于为智慧型手机、笔记型电脑、平板电脑和穿戴式装置等装置供电至关重要。该电池提供高效的性能和快速充电,增加了用户的便利性。电池技术的进步,包括容量和安全性的提高,继续推动该领域的创新,支持对可携式和可充电电子设备不断增长的需求。
在电动车(EV)产业不断扩大、可再生能源计划以及消费性电子产品需求不断增长的推动下,亚太电池市场预计将占据最大份额。中国、日本和韩国等主要国家在全球电池生产中占据主导地位,受益于政府强有力的倡议和对清洁能源的投资。该地区也是技术进步的中心,包括锂离子和固态电池的创新。亚太地区是主要电池製造商的所在地,有助于该地区在供应链优势和市场拓展方面处于领先地位。
在可再生能源储存需求不断增长和消费性电子产品进步的推动下,北美电池市场预计将出现最高的复合年增长率。美国和加拿大走在前列,大力投资电动车基础设施和能源储存系统。政府促进清洁能源的奖励和政策进一步支持市场扩张。主要企业正在投资研发以提高电池性能,重点是锂离子和下一代技术。北美地区也在加强其电池供应链,以满足国内和全球需求。
According to Stratistics MRC, the Global Battery Market is accounted for $139.77 billion in 2024 and is expected to reach $381.17 billion by 2030 growing at a CAGR of 18.2% during the forecast period. A battery is a device that stores and releases electrical energy through chemical reactions. It consists of one or more electrochemical cells, each containing a positive (cathode) and negative (anode) electrode, separated by an electrolyte. When connected to a circuit, chemical reactions between the electrodes and the electrolyte generate a flow of electrons, creating electricity. They are widely used in electronics, vehicles, and renewable energy systems for energy storage and power supply.
According to Inflation Reduction Act report, the U.S.'s anticipated capacity for lithium-ion battery gigafactories has increased by a factor of two faster than that of Europe.
Growing demand for electric vehicles (EVs)
As EV adoption accelerates, fuelled by environmental concerns, government incentives, and advancements in technology, the need for high-capacity, efficient batteries have surged. Lithium-ion batteries, crucial for EVs due to their energy density and rechargeability, have become a focal point for manufacturers. The rise in EV production boosts battery demand, leading to increased investment in battery technologies and manufacturing capabilities, further propelling market growth.
Energy density limitations
Energy density limitations in batteries arise from the physical and chemical constraints of current technologies, particularly in lithium-ion batteries. The amount of energy that can be stored per unit weight or volume is restricted by the materials used for the electrodes and electrolyte. As a result, frequent recharging and limited range reduce user satisfaction, slowing down the widespread adoption of battery-powered solutions in key industries.
Portable electronics growth
Portable electronics, such as smart phones, laptops, tablets, and wearable devices rely heavily on efficient, compact, and long-lasting batteries, primarily lithium-ion technology, to power their functions. As consumer demand for more powerful, longer-lasting gadgets increases, so does the need for advanced battery solutions with higher energy density and faster charging capabilities. Moreover, innovations in miniaturization and energy efficiency further boost battery production to meet evolving electronics requirements, driving market expansion and innovation in battery technologies.
Safety issues
Safety issues in batteries, such as thermal runaway, leakage, and short-circuiting, pose significant risks like fires and explosions. These problems stem from poor design, manufacturing defects, or improper handling. Such safety concerns can lead to costly recalls, regulatory scrutiny, and reduced consumer trust. As a result, the market growth is hampered due to increased insurance costs, stricter regulations, and a general hesitancy from both consumers and businesses to adopt battery technologies.
Covid-19 Impact
The covid-19 pandemic initially disrupted the battery market due to supply chain interruptions, factory shutdowns, and reduced demand for electric vehicles (EVs) and consumer electronics. However, as economies recovered, the market rebounded with a surge in demand for energy storage, driven by renewable energy projects and a renewed focus on EVs. The pandemic also accelerated the shift toward greener technologies, pushing governments to prioritize clean energy initiatives, further boosting battery production and innovation post-pandemic.
The rechargeable batteries segment is expected to be the largest during the forecast period
The rechargeable batteries segment is predicted to secure the largest market share throughout the forecast period. Rechargeable batteries are energy storage devices that can be recharged and used multiple times, unlike single-use batteries. They are commonly made from lithium-ion (Li-ion), nickel-metal hydride (NiMH), or lead-acid technologies. Rechargeable batteries are widely used in consumer electronics, electric vehicles (EVs), and renewable energy storage systems due to their efficiency and cost-effectiveness over time. They offer the advantage of reducing waste and providing a reliable power source for various applications.
The consumer electronics segment is expected to have the highest CAGR during the forecast period
The consumer electronics segment is anticipated to witness the highest CAGR during the forecast period. In consumer electronics, batteries are crucial for powering devices like smart phones, laptops, tablets, and wearable gadgets. They offer efficient performance and quick charging, enhancing user convenience. Advances in battery technology, such as improvements in capacity and safety, continue to drive innovation in this sector, supporting the growing demand for portable and rechargeable electronic devices.
The battery market in the Asia-Pacific region is expected to have largest share, driven by the expanding electric vehicle (EV) industry, renewable energy projects, and the rising demand for consumer electronics. Key countries like China, Japan, and South Korea dominate global battery production, benefiting from strong government initiatives and investments in clean energy. The region is also a hub for technological advancements, with innovations in lithium-ion and solid-state batteries. Asia-Pacific is home to major battery manufacturers, contributing to the region's leadership in both supply chain dominance and market expansion.
The battery market in North America is anticipated to have highest CAGR, fuelled by increasing demand for renewable energy storage, and advancements in consumer electronics. The U.S. and Canada are at the forefront, with significant investments in EV infrastructure and energy storage systems. Government incentives and policies promoting clean energy further boost market expansion. Key players are investing in research and development to enhance battery performance, focusing on lithium-ion and next-generation technologies. North America is also strengthening its battery supply chain to meet domestic and global demand.
Key players in the market
Some of the key players profiled in the Battery Market include Tesla Inc., Panasonic Corporation, LG Energy Solution, Samsung SDI Corporation, CATL (Contemporary Amperex Technology Co. Limited), BYD Company Limited, Johnson Controls International plc, Maxwell Technologies Inc., Sanyo Electric Corporation, VARTA AG, SK Innovation Corporation, Northvolt AB, Renata Batteries, Delectrik Systems, Gotion High-Tech Corporation, Saft Groupe S.A., Envision AESC, Murata Manufacturing Corporation, Boston Power Inc. and EVE Energy Corporation.
In September 2024, Delectrik Systems has launched a multi-MWh scale Vanadium Flow Battery solution aimed at large-scale commercial, industrial, and utility applications. The system's core is a 2 MW/10 MWh battery, which can be scaled for projects exceeding 100 MWh. The first installation is expected in India by mid-2025. The solution is designed to accelerate the shift to renewable energy, providing cost-effective, long-duration energy storage for businesses.
In September 2024, CATL has launched new power batteries with an extra-long lifespan for electric buses, the latest offering from its commercial vehicle battery brand Tectrans. The solution has an IP69 rating and can withstand 72 hours of water immersion.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.