市场调查报告书
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2030 年运输电池市场预测:按电池类型、配置、电压范围、分销管道、应用、最终用户和地区进行的全球分析Transportation Battery Market Forecasts to 2030 - Global Analysis By Battery Type, Configuration, Voltage Range, Distribution Channel, Application, End User and By Geography |
根据Stratistics MRC的数据,2024年全球交通电池市场规模为879.2亿美元,预计到2030年将达到2,302.4亿美元,预测期内复合年增长率为15.3%。
运输电池是一种二次电池,专门设计用于为电动车 (EV)、混合动力汽车和其他运输相关应用提供动力。这些电池旨在各种环境条件下提供高能量密度、长生命週期和稳健的性能。运输电池的关键面向包括充电时间、重量、安全性和温度控管,所有这些对于优化车辆续航里程和性能至关重要。
根据国际能源总署(IEA)的数据,2022年汽车领域对锂离子电池的需求成长约65%。
电动车 (EV) 的扩张
随着越来越多的消费者和企业出于环境效益和节省成本而采用电动车,对先进交通电池的需求不断增加。需求的激增将推动电池研发和生产的投资。汽车製造商也在扩大其电动车产品线并增加电池需求。此外,政府对电动车的支持政策和奖励创造了良好的市场环境,加速了电池製造的技术进步和规模经济,并支持了整体市场的成长。
效能问题
运输电池效能问题(例如续航里程有限、劣化和充电时间延长)源自于电池化学、温度控管和製造一致性等挑战。电池寿命短和性能差会减少潜在购买者并减慢采用速度。此外,频繁的效能问题可能会导致更高的维护和更换成本,进一步减缓市场扩张并降低消费者对运输电池的投资兴趣。
扩大充电基础设施
更广泛、更便利的充电站网路将减少里程焦虑,并鼓励更多消费者改用电动和混合动力汽车。基础设施的改进还将支援更快、更有效率的充电,从而改善整体用户体验。扩大充电网路将增强人们对电动车技术的信心并增加汽车销量,从而增加对交通电池的需求。基础设施和电池需求之间的这种共生关係将加速市场的成长和开拓。
初始成本高
运输电池的初始成本较高,主要是由于使用了锂、钴、镍等昂贵的材料以及复杂的製造流程。固态电池、高能量密度电池等先进电池技术进一步增加了成本。这种高价格限制了消费者的采用并使电动车比传统内燃机汽车便宜,阻碍了市场成长。
COVID-19 的影响
COVID-19 大流行扰乱了供应链、减缓了生产并增加了原材料成本,从而影响了运输电池市场。然而,随着政府和消费者优先考虑清洁能源,对永续交通解决方案的兴趣也随之增长。此次疫情导致汽车製造重点发生转变,并增加了远端工作和电子商务的采用,间接增加了对电动和混合动力汽车的需求,并最终支持了交通电池行业的长期成长。
电网整合部分预计将在预测期内成为最大的部分
电网整合领域预计将占据最大的市场占有率。运输电池越来越多地用于电网整合应用,以增强能源储存和稳定性。这些电池通常用于电动车 (EV),透过在低需求时期储存多余的能量并在高峰时期释放能量来支持电网可靠性。此外,风力发电、太阳能发电等可再生能源发电可以在供大于求时透过储存所产生的电力来帮助平衡能源来源。这种整合有助于提高电网效率、降低能源成本并过渡到更清洁的能源系统。
预计消费汽车领域在预测期内将经历最高的复合年增长率
预计民用车辆领域在预测期内复合年增长率最高。在消费性汽车中,运输电池作为电动和混合动力汽车的动力来源至关重要。这些电池提供驱动车辆所需的能量,确保性能、续航里程和效率。随着消费者对环保且经济高效的交通解决方案的需求不断增加,电池技术的进步不断改善车辆的续航里程、充电时间和整体性能,使电动和混合动力汽车越来越有吸引力。
在快速都市化、电动车 (EV) 需求不断增长以及政府支持政策的推动下,预计亚太地区将在预测期内占据最大的市场占有率。中国、日本和韩国等国家在电池生产和创新方面处于领先地位。充电基础设施的扩建和研发投资的增加将进一步推动市场成长。亚太地区强劲的汽车工业和不断提高的环保意识正在促进交通电池市场的蓬勃发展,并将亚太地区定位为全球事务的关键参与者。
由于政府对电动车 (EV) 和永续性的大力支持,预计北美在预测期内的复合年增长率最高。美国和加拿大正在大力投资电动车基础设施,包括充电网路和电池技术研究。该地区的主要汽车製造商正在转向电动和混合模式,推动了对先进交通电池的需求。此外,消费者对环境问题的认识和对清洁能源采用的奖励正在推动市场成长,使北美成为全球交通电池产业的关键参与者。
According to Stratistics MRC, the Global Transportation Battery Market is accounted for $87.92 billion in 2024 and is expected to reach $230.24 billion by 2030 growing at a CAGR of 15.3% during the forecast period. A transportation battery is a type of rechargeable battery specifically designed to power electric vehicles (EVs), hybrid vehicles, and other transportation-related applications. These batteries are engineered to provide high energy density, long life cycles, and robust performance under varying environmental conditions. Key factors for transportation batteries include charge time, weight, safety, and thermal management, all critical for optimizing vehicle range and performance.
According to International Energy Agency, the demand for lithium-ion batteries in the automotive sector grew by about 65% in 2022.
Growing electric vehicle (EV) adoption
As more consumers and businesses embrace EVs for their environmental benefits and cost savings, the need for advanced transportation batteries intensifies. This surge in demand encourages investment in battery research, development, and production. Automakers are also expanding their EV offerings, further boosting battery requirements. Additionally, supportive government policies and incentives for EVs create a favorable market environment, accelerating technological advancements and economies of scale in battery manufacturing, thus fueling overall market growth.
Performance issues
Performance issues in transportation batteries, such as limited range, degradation over time, and prolonged charging times stem from challenges in battery chemistry, thermal management, and manufacturing consistency. Shorter battery life and inadequate performance can deter potential buyers and delay widespread adoption. Additionally, frequent performance concerns may lead to higher costs for maintenance and replacement, further slowing market expansion and reducing consumer willingness to invest in transportation batteries.
Expansion of charging infrastructure
A more extensive and accessible network of charging stations reduces range anxiety, encouraging more consumers to transition to electric and hybrid vehicles. Improved infrastructure also supports faster and more efficient charging, enhancing the overall user experience. As charging networks grow, they boost confidence in EV technology, leading to increased vehicle sales and, consequently, higher demand for transportation batteries. This symbiotic relationship between infrastructure and battery demand accelerates market growth and development.
High initial cost
The high initial cost of transportation batteries is primarily due to the expensive materials used, such as lithium, cobalt, and nickel, as well as the complex manufacturing processes involved. Advanced battery technologies like solid-state or high-energy-density batteries, further increase costs. This high price hampers market growth by limiting consumer adoption and making electric vehicles less affordable compared to traditional internal combustion engine vehicles.
Covid-19 Impact
The covid-19 pandemic impacted the transportation battery market by disrupting supply chains, delaying production, and increasing raw material costs. However, it also accelerated interest in sustainable transportation solutions as governments and consumers prioritized cleaner energy. The pandemic led to shifts in automotive manufacturing priorities and increased adoption of remote work and e-commerce, which indirectly boosted the demand for electric and hybrid vehicles, ultimately supporting long-term growth in the transportation battery sector.
The grid integration segment is expected to be the largest during the forecast period
The grid integration segment is anticipated to register the largest market share. Transportation batteries are increasingly used in grid integration applications to enhance energy storage and stability. These batteries, typically from electric vehicles (EVs), can store excess energy during low-demand periods and release it during peak times, supporting grid reliability. They also contribute to balancing renewable energy sources, like wind and solar, by storing generated power when supply exceeds demand. This integration helps improve grid efficiency, reduce energy costs, and support the transition to cleaner energy systems.
The consumer vehicles segment is expected to have the highest CAGR during the forecast period
The consumer vehicles segment is anticipated to witness the highest CAGR during the forecast period. In consumer vehicles, transportation batteries are essential for powering electric and hybrid vehicles. These batteries provide the energy needed for vehicle propulsion, ensuring performance, range, and efficiency. As consumer demand for environmentally friendly and cost-effective transportation solutions grows, advancements in battery technology continue to improve vehicle range, charging times, and overall performance, making electric and hybrid vehicles increasingly attractive.
Asia Pacific is expected to have the largest market share during the forecast period driven by rapid urbanization, growing demand for electric vehicles (EVs), and supportive government policies. Countries like China, Japan, and South Korea lead in battery production and technological innovation. The expansion of charging infrastructure and increased investments in research and development further enhance market growth. The region's robust automotive industry and rising environmental awareness contribute to a thriving market for transportation batteries, positioning Asia-Pacific as a key player in the global landscape.
North America is projected to witness the highest CAGR over the forecast period, owing to strong government support for electric vehicles (EVs) and sustainability initiatives. The U.S. and Canada are investing heavily in EV infrastructure, including charging networks and battery technology research. Major automotive manufacturers in the region are shifting towards electric and hybrid models, driving demand for advanced transportation batteries. Additionally, consumer awareness of environmental issues and incentives for clean energy adoption bolster market growth, positioning North America as a significant player in the global transportation battery industry.
Key players in the market
Some of the key players profiled in the Transportation Battery Market include Tesla Inc., LG Energy Solution, Panasonic Corporation, BYD Company Limited, CATL (Contemporary Amperex Technology Co. Limited), Samsung SDI Corporation, A123 Systems LLC, Tiger New Energy, Johnson Controls International plc, Magna International Inc., Toshiba Corporation, Hitachi Chemical Company, Saft Groupe S.A., Delphi Technologies and Northvolt AB.
In September 2024, CATL (Contemporary Amperex Technology Co., Limited introduced its TECTRANS battery system at IAA Transportation 2024. This system is specifically designed to meet the needs of the commercial transportation sector, offering extended range capabilities. This flexibility is crucial for fleet operators looking to integrate electric vehicles into their operations.
In July 2024, Tiger New Energy introduced battery-swapping technology for three-wheelers in the country. These stations are strategically positioned to ensure easy accessibility for three-wheeler operators and to support the widespread adoption of electric three-wheelers.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.