市场调查报告书
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2030 年电池组装市场预测:按电池类型、组装类型、机器类型、最终用户和地区进行的全球分析Battery Assembly Line Market Forecasts to 2030 - Global Analysis By Battery Type (Lithium-ion, Lead Acid, Nickel-based and Other Battery Types), Assembly Line Type, Machine Type, End User and by Geography |
根据 Stratistics MRC 的数据,全球电池组装市场在预测期内将以 27% 的复合年增长率成长。
高度专业化的生产设备(称为电池组装)用于确保电池製造过程的效率、一致性和品质。此组装通常结合使用各种手动和自动步骤来组装电池组和电池。生产过程中的关键步骤是隔膜和电极等电池组件的製备和组装、将这些元件合併到电池中以及成品的最终包装和品质评估。
根据国际能源总署(IEA)预测,2023年全球电动车销量预计将达到约1,400万辆,到2024年终将增加至约1,700万辆。光是2024年第一季,电动车销量就比2023年同期成长约25%,达到超过300万辆。
人们对电动车 (EV) 的兴趣与日俱增
由于环保意识的增强和电池技术的进步,电动车市场正在呈指数级增长。随着世界各国政府收紧排放气体法规并提供奖励以鼓励电动车的采用,汽车製造商正在提高产量。由于产量增加,对能够有效率且经济地生产大量电池的电池组装的需求不断增长。
高风险投资
建立和维护电池组装需要大量的初始资本投资。专用设备、自动化技术和先进机械的实施成本很高。还有与设施的建造、安装和持续维护相关的成本。此外,这些高昂的初始成本可能会给许多公司,特别是中小企业和新参与企业造成进入壁垒,限制他们投资尖端组装技术的能力。
电池技术发展
锂硫电池、固态电池和其他高能量密度选择等新一代电池技术的不断进步,为电池组装线製造商开闢了新的业务前景。这些新技术需要专门的设备和组装工艺。此外,投资建造和部署这些最先进组装的公司可以使自己从竞争对手中脱颖而出,并满足对电池技术不断增长的需求。
市场竞争激烈
竞争激烈的电池组装市场有许多竞争对手,从知名巨头到崭露头角的新兴企业。如此激烈的竞争可能会导致价格战、利润率下降以及持续技术创新的要求。为了保持竞争力,公司必须不断投资新技术和改善工作流程。此外,激烈的竞争可能导致市场上产品过剩,进而影响组装製造商的盈利。
COVID-19大流行对供应链、生产计划和市场需求造成了严重干扰,对电池组装市场产生了各种影响。这场大流行扰乱了全球供应链,推迟了零件和原材料的供应,导致生产停止并提高了成本。限制和封锁也阻碍了劳动力的供应,并减慢了工厂的运营,进一步降低了製造效率。此外,包括汽车和消费性电子产品在内的各个行业的电池需求波动是由经济不确定性以及疫情期间消费者和工业需求的变化所驱动的。
预计锂离子电池领域在预测期内将是最大的
在电池组装市场中,市场占有率最大的细分领域是锂离子电池。电动车、家用电器和能源储存系统只是锂离子电池众多应用中的一小部分,这些应用有利于锂离子电池的高能量密度、更长的循环寿命和轻量特性。锂离子电池的生产以其卓越的性能和电动车和便携式电子产品等快速发展的行业不断增长的需求为主导。此外,由于不断的技术进步、对可再生能源和永续交通解决方案的大力推动,该细分市场保持了主导地位。
成型和测试设备产业预计在预测期内复合年增长率最高
在电池组装线市场中,成型和测试设备领域预计将以最高的复合年增长率成长。测试和成型设备对于确保电池的有效性、安全性和可靠性至关重要。这些用于初始电池充电和放电週期、品质保证和性能检验。此外,对电动车、可再生能源储存和尖端消费性电子产品中使用的高品质、高性能电池的日益关注也推动了该领域的快速成长。
由于中国、日本和韩国等主要电池製造商和组装设备製造商的存在,亚太地区在全球电池组装市场製造业中占据主导地位。亚太地区受益于强大的供应链、尖端的技术基础设施以及对可再生能源和电动车的大量投资。此外,随着政府的激励和绿色技术的奖励,该地区汽车和消费性电子产业的强劲成长进一步巩固了其在全球电池组装市场的领导地位。
预计北美地区电池组装市场的复合年增长率最高。电动车(EV)的生产、电池技术的改进以及可再生能源计划的增加是这一增长的主要驱动力。该地区对建立国内电池供应链的重视,以及鼓励使用清洁能源和电动车的政府政策和奖励正在推动市场成长。此外,北美电池组装产业的快速成长也得益于对技术创新和新製造设施建设的日益关注。
According to Stratistics MRC, the Global Battery Assembly Line Market is growing at a CAGR of 27% during the forecast period. A highly specialized production setup called a battery assembly line is used to ensure efficiency, consistency, and quality in the manufacturing process of batteries. Typically, this assembly line combines a variety of manual and automated procedures to assemble battery packs and cells. Crucial phases in the production process encompass the readying and assembling of cell constituents, like separators and electrodes, the incorporation of these elements into battery cells, and the ultimate packaging and quality assessment of the completed goods.
According to the International Energy Agency (IEA), global electric car sales reached nearly 14 million in 2023 and are projected to grow to around 17 million by the end of 2024. In the first quarter of 2024 alone, EV sales grew by about 25% compared to the same period in 2023, reaching more than 3 million units.
Increasing interest in electric cars (EVs)
Due to increased awareness of environmental issues and advancements in battery technology, the market for electric vehicles has grown exponentially. Automakers are increasing production as governments across the globe impose more stringent emissions regulations and provide incentives to encourage the adoption of electric vehicles. The need for battery assembly lines that can efficiently and economically produce large quantities of batteries has increased as a result of this increased production.
High-risk investment
A battery assembly line requires a large initial capital investment to set up and maintain. Acquiring specialized equipment, automation technology, and sophisticated machinery can come at a significant cost. There are also costs related to the building, installation, and continuous maintenance of the facility. Furthermore, these high upfront costs can be a barrier to entry for many businesses, especially smaller ones or recent entrants, and may restrict their capacity to invest in state-of-the-art assembly line technologies.
Developments in battery technologies
The continuous advancement of next-generation battery technologies, including lithium-sulfur batteries, solid-state batteries, and other high-energy-density options, opens up new business prospects for producers of battery assembly lines. Specialized equipment and assembly processes are needed for these emerging technologies. Moreover, businesses that make the investment to create and implement these cutting-edge assembly lines can set themselves apart from the competition and meet the increasing demand for battery technologies.
Strong market rivalry
There are many competitors in the fiercely competitive battery assembly line market, ranging from well-known industrial behemoths to up-and-coming startups. This fierce rivalry may result in price wars, narrowed profit margins, and an ongoing demand for innovation. To stay competitive, businesses must continuously invest in new technologies and workflow enhancements. Furthermore, fierce competition may result in an excess of products on the market, which could affect assembly line manufacturers' profitability.
The COVID-19 pandemic caused considerable disruptions in supply chains, production schedules, and market demand, among other multifarious effects on the battery assembly line market. Production halted and costs increased as a result of the pandemic's disruption of the global supply chain, which delayed the acquisition of components and raw materials. Restrictions and lockdowns also hindered workforce availability and slowed down factory operations, which further decreased manufacturing efficiency. Additionally, fluctuations in battery demand across various sectors, including automotive and consumer electronics, were caused by economic uncertainty as well as changes in consumer and industrial demand during the pandemic.
The Lithium-ion segment is expected to be the largest during the forecast period
In the battery assembly line market, the segment with the largest market share is lithium-ion batteries. Electric vehicles, consumer electronics, and energy storage systems are just a few of the many uses for lithium-ion batteries, which are preferred for their high energy density, extended cycle life, and lightweight nature. Production of lithium-ion batteries is dominated by their superior performance and growing demand in quickly expanding industries like electric vehicles and portable electronics. Moreover, this market segment maintains its leading position owing to continuous technological advancements, a strong push towards renewable energy, and sustainable transportation solutions.
The Formation & Testing Machines segment is expected to have the highest CAGR during the forecast period
In the battery assembly line market, the formation and testing machines segment is anticipated to grow at the highest CAGR. In order to guarantee the effectiveness, security, and dependability of batteries, testing and formation equipment is essential. They are employed in the initial cycles of battery charging and discharging, as well as in quality assurance and performance verification. Additionally, the increasing focus on high-quality and high-performance batteries for use in electric vehicles, renewable energy storage, and cutting-edge consumer electronics is driving this segment's rapid growth.
The battery assembly line market is dominated by the Asia-Pacific region, due to the presence of major battery producers and assembly line equipment manufacturers based in China, Japan, and South Korea, this region is dominant in the global manufacturing sector. Asia-Pacific enjoys the advantages of a strong supply chain, cutting-edge technology infrastructure, and significant investments in renewable energy and electric car initiatives. Furthermore, owing to encouraging government policies and incentives for green technologies, the region's robust growth in the automotive and consumer electronics industries further solidifies its leadership in the global market for battery assembly lines.
The battery assembly line market is expected to grow at the highest CAGR in the North American region. The production of electric vehicles (EVs), improvements in battery technology, and an increase in renewable energy projects are the main drivers of this growth. Market growth is fueled by the region's strong focus on creating a domestic battery supply chain, as well as by government policies and incentives that encourage the use of clean energy and electric vehicles. Moreover, North America's rapid growth in the battery assembly line sector is also attributed to its growing emphasis on technological innovation and the construction of new manufacturing facilities.
Key players in the market
Some of the key players in Battery Assembly Line market include BYD Company Limited, NEC Energy Solutions, Amara Raja Batteries Limited, CATL (Contemporary Amperex Technology Co. Limited), Energizer Holdings, Inc., BTS (Battery Technology Solutions), Schneider Electric, LG Energy Solution, AESC (Automotive Energy Supply Corporation), Siemens AG, Tesla, Inc., Panasonic Corporation, KUKA Robotics, Schuler AG and Wuxi Lead Intelligent Equipment Co., Ltd.
In June 2024, Amara Raja Advanced Cell Technologies Pvt Ltd said it has signed a licensing agreement with GIB EnergyX Slovakia s.r.o., for lithium-ion cells technology. As part of the agreement, GIB EnergyX, a subsidiary of Gotion High-Tech Co Ltd, will license Gotion's 'LFP technology' for lithium-ion cells to Amara Raja Advanced Cell Technologies (ARACT), a wholly-owned arm of Amara Raja Energy & Mobility Ltd (ARE&M), the company said in a statement.
In April 2024, CATL and Volvo Cars signed a memorandum of understanding on a strategic partnership to deepen the cooperation in sustainable development. According to the agreement, Volvo Cars will collect retired batteries and hand them to downstream suppliers certified by Volvo Cars for the recycling and extraction of metals including nickel, cobalt, and lithium.
In February 2024, Chinese electric vehicle giant BYD Co. Ltd. has signed a preliminary land purchase agreement to build its first European electric passenger car plant in Szeged, Hungary. BYD didn't disclose how much it would be spending on the new plant. The Chinese firm has operated an electric bus plant in Hungary since 2016 and has said it invested 20 million euro ($21.7 million) to build the bus factory.