市场调查报告书
商品编码
1569758
2030 年电池外壳市场预测:按材料类型、电池类型、车辆类型、最终用户和地区进行的全球分析Battery Housing Market Forecasts to 2030 - Global Analysis By Material Type, Battery Type, Vehicle Type, End User and by Geography |
根据Stratistics MRC预测,2024年全球电池外壳市场规模将达59.5亿美元,预计2030年将达到168.1亿美元,预测期内复合年增长率为18.89%。
电池外壳在能源储存系统中至关重要,特别是对于电动车 (EV) 和可再生能源应用。它充当外壳,包围并保护电池单元免受外部衝击、环境因素和热波动的影响,以确保安全可靠的运作。电池外壳由钢、铝或复合材料製成,旨在实现轻量化,同时不牺牲结构完整性或温度控管能力。
根据国际能源总署(IEA) 预测,与2023 年相比,到2035 年,在既定政策情境下电池需求将成长7 倍,在已宣布承诺情境下成长9 倍,在2050 年净零排放情境下成长12 倍。
人们对电动车 (EV) 的兴趣与日俱增
推动电池外壳市场的关键因素之一是电动车在全球的普及率不断提高。随着世界各国政府制定积极的电动车采用目标并为电动车采用提供奖励,汽车製造商正在增加对新车型和技术的投资。此外,保护电动车电池免受外部衝击、温度变化和环境因素的电池外壳对于维持这些电池的安全性、有效性和性能至关重要。随着跑车和商用车等高性能电动车 (EV) 的日益普及,人们正在开发电池外壳的创意设计,以满足严格的碰撞安全法规、改善温度控管并容纳更大的电池组。
高製造製程及先进材料成本
由于使用碳纤维、铝和高性能复合材料等先进材料,电池外壳的製造成本显着增加。选择这些材料是因为它们强度大、重量轻、具有调节热量的能力,但它们的采购和加工成本很高。高成本是製造商面临的主要障碍,尤其是在消费性电子产品和入门级电动车等价格敏感市场。此外,对于小型製造商和利润率低的製造商来说,采用这些尖端材料很困难,这使他们无法与有能力投资最尖端科技的大公司竞争。
製造技术和材料科学的发展
随着材料科学和製造技术的进步,有许多机会创造新的、更好的电池外壳。例如,石墨烯、奈米碳管和高强度聚合物等先进材料可用于製造耐衝击且轻质的外壳,同时提供出色的温度控管。这些材料还可以实现更有效率、更紧凑的设计,并且可以提高电池组的能量密度。此外,自动化製造程序和积层製造(3D列印)技术的发展还可以最大限度地减少废弃物,降低製造成本,并加快新电池外壳设计的原型设计。
强大的价格压力和市场竞争
电池外壳市场有许多竞争对手,从大型知名跨国公司到小型利基製造商。因此,竞争环境非常激烈。公司努力提供最实惠的解决方案以增加市场占有率,这通常会导致定价压力。大公司可能会发现很难与小公司竞争,因为它们规模较大,并且能够获得更多的行销、研发和研究财务资源。此外,来自竞争对手的新进入者,尤其是来自低成本地区的新进入者,可以压低价格并降低所有参与者的利润率。
电池外壳市场受到 COVID-19 大流行的严重影响,导致生产和交付延迟并扰乱国际供应链。停工和限制措施降低了製造能力并迫使工厂关闭,而供应链中断导致原材料短缺和成本增加。此外,疫情加速了消费行为的变化,也因投资延迟和经济活动减少而为汽车和工业应用带来了障碍。一方面,对个人电子产品和家庭能源解决方案的需求增加推动了某些产业的成长。
预计铅酸电池产业在预测期内将是最大的。
电池外壳市场预计将由铅酸电池领域主导。铅酸电池因其可靠性、经济性和成熟的技术而广泛应用于众多工业、汽车和备用电源系统应用。在稳健性和成本比重量和能量密度更重要的应用中,它是特别优选的。此外,铅酸电池外壳必须能够承受机械应力和水分等环境因素,同时支援与更现代的技术相比尺寸和重量相对较大的电池。
电动车 (EV) 领域预计在预测期内复合年增长率最高
在电池外壳市场中,电动车(EV)领域预计将以最高的复合年增长率成长。消费者对环保交通的需求不断增长、电池技术的改进以及支持清洁能源解决方案的政府政策是电动车领域快速成长的主要驱动力。随着汽车製造商大力投资创建和发展其电动车产品线,确保安全、效率和性能的现代电池外壳变得越来越重要。此外,这些外壳必须能够容纳高能量密度电池,提供有效的温度控管,并遵守严格的安全法规。
最大的电池外壳市场在北美。该地区拥有蓬勃发展的汽车工业、对可再生能源的大力投资以及对技术创新的重视。在北美,由于铅酸电池在传统汽车和工业应用中的广泛使用,以及需要先进电池外壳解决方案的电动车的爆炸性增长,电池外壳的需求不断增长。此外,由于政府的激励措施和支持清洁能源和电动车的奖励,该地区的市场正在成长,巩固了北美作为全球电池外壳市场主要参与者的地位。
预计电池外壳市场的复合年增长率将是欧洲地区最高的。该地区对电动车和可再生能源计划的大量投资是对环境永续性和气候目标的坚定承诺的结果,这将推动该地区的成长。欧洲严格的排放气体和能源效率法规推动了对尖端电池技术和外壳解决方案的需求。此外,政府对能源储存系统和环保交通的补贴和激励措施进一步刺激了市场,使欧洲成为电池外壳产业的关键参与者,并具有巨大的成长潜力。
According to Stratistics MRC, the Global Battery Housing Market is accounted for $5.95 billion in 2024 and is expected to reach $16.81 billion by 2030 growing at a CAGR of 18.89% during the forecast period. In energy storage systems, battery housing is essential, especially for electric vehicles (EVs) and renewable energy applications. In order to ensure safe and dependable operation, it acts as the protective casing that encloses and shields the battery cells from external impacts, environmental factors, and thermal fluctuations. Battery housings are made of steel, aluminum, or composite materials and are intended to be lightweight without sacrificing structural integrity or thermal management capabilities.
According to the International Energy Agency (IEA), battery demand is projected to grow seven times by 2035 compared with 2023 in the Stated Policies scenario, nine times in the Announced Pledges scenario, and 12 times in the Net Zero Emissions scenario by 2050 scenario.
Growing interest in electric cars (EVs)
One of the main factors propelling the market for battery housing is the increase in the use of electric vehicles worldwide. Automakers are investing more in new models and technologies as a result of governments around the world establishing aggressive targets for EV penetration and offering incentives for EV adoption. Additionally, by shielding EV batteries from outside impacts, temperature changes, and environmental factors, battery housings are essential to maintaining the safety, effectiveness, and performance of these batteries. With the increasing popularity of high-performance electric vehicles (EVs), like sports cars and commercial vehicles, creative designs for battery housing are needed to meet strict crash safety regulations, improve thermal management, and accommodate larger battery packs.
High manufacturing process and advanced material costs
The cost of manufacturing battery housing is greatly increased by the use of sophisticated materials like carbon fiber, aluminum, and high-performance composites. These materials are chosen because they are strong, lightweight, and have the ability to regulate heat; however, their procurement and processing costs are high. A significant obstacle for manufacturers is the high costs, particularly in price-sensitive markets like consumer electronics and entry-level electric vehicles. Furthermore, adopting these cutting-edge materials may prove challenging for small-scale manufacturers or those with narrow profit margins, which will hinder their capacity to compete with larger firms that can afford to invest in state-of-the-art technology.
Developments in manufacturing technologies and material science
There are numerous opportunities to create new and better battery housings owing to advancements in material science and manufacturing technologies. Advanced materials such as graphene, carbon nanotubes, and high-strength polymers, for example, can be used to create housings that are impact-resistant and lightweight while still providing excellent thermal management. These materials also enable more efficient and compact designs, which can increase the energy density of battery packs. Moreover, technological developments in automated manufacturing procedures and additive manufacturing (3D printing) can also minimize waste, lower production costs, and speed up the prototyping of new battery housing designs.
Strong price pressure and market competition
There are many competitors in the battery housing market, ranging from large, well-known multinational companies to smaller, niche producers. This creates a highly competitive environment. Companies strive to provide the most affordable solutions in order to increase their market share, which frequently results in price pressure. Given their larger size and access to greater financial resources for marketing, R&D, and research, larger companies may find it difficult to compete with smaller ones. Furthermore, driving down prices and decreasing profit margins for all players can come from the entry of new competitors, particularly those from low-cost areas.
The market for battery housing was significantly impacted by the COVID-19 pandemic, which also caused delays in production and delivery and upset international supply chains. Lockdowns and restrictions caused manufacturing capacities to be reduced and factories to close, while disruptions in the supply chain led to a shortage of raw materials and higher costs. Moreover, along with accelerating changes in consumer behaviour, the pandemic also created obstacles for automotive and industrial applications due to delayed investments and decreased economic activity. On the one hand, the increased demand for personal electronics and home energy solutions drove growth in certain segments.
The Lead-Acid Batteries segment is expected to be the largest during the forecast period
The market for battery housing is expected to be dominated by the lead-acid battery segment. Lead-acid batteries are extensively utilized in numerous applications, such as industrial, automotive, and backup power systems, because of their dependable, affordable, and well-established technology. They are especially preferred in applications where robustness and cost are more important than weight and energy density. Additionally, lead-acid battery housings must be able to withstand mechanical stress and environmental elements like moisture, all the while supporting the comparatively larger size and weight of the battery in comparison to more modern technologies.
The Electric Vehicles (EVs) segment is expected to have the highest CAGR during the forecast period
In the battery housing market, the electric vehicles (EVs) segment is expected to grow at the highest CAGR. The increasing demand from consumers for environmentally friendly transportation, improvements in battery technology, and government policies that support cleaner energy solutions are the main drivers of the EV segment's rapid growth. Modern battery housings that guarantee safety, efficiency, and performance are becoming increasingly important as automakers make significant investments in creating and growing their line-up of electric vehicles. Furthermore, these housings need to be able to hold batteries with a high energy density, provide efficient heat management, and adhere to strict safety regulations.
The market for battery housing is largest in the North American region, as the area is fortunate to have a thriving automotive sector, substantial investments in renewable energy initiatives, and a strong emphasis on technological innovation. Due to the widespread use of lead-acid batteries in conventional automotive and industrial applications as well as the industry's explosive growth in electric vehicles, which necessitates sophisticated battery housing solutions, North America has a robust demand for battery housings. Moreover, the region's market is growing owing to encouraging government policies and incentives that support clean energy and electric mobility, solidifying North America's position as a major player in the global battery housing market.
The battery housing market is expected to grow at the highest CAGR in the Europe region. The region's significant investments in electric cars and renewable energy projects are a result of its strong commitment to environmental sustainability and climate goals, which is fueling its growth. The need for cutting-edge battery technologies and housing solutions is driven by Europe's strict emission and energy efficiency regulations. Additionally, the market is further stimulated by government subsidies and incentives for energy storage systems and environmentally friendly transportation, positioning Europe as a major player with significant room to grow in the battery housing industry.
Key players in the market
Some of the key players in Battery Housing market include Magna International Inc., Hitachi Chemical Co., Ltd., BYD Company Limited, Minth Group, Panasonic Corporation, Constellium SE, Novelis, Inc., SGL Carbon SE, Gestamp Automocion, S.A., Impression Technologies, Thyssenkrupp AG, Covestro AG, SABIC (Saudi Basic Industries Corporation), LG Chem Ltd. and DSM Engineering Materials.
In August 2024, Magna and SKH collaborate to enhance body and chassis operations in India. A strategic agreement between Magna International Inc. and Krishna Group's Metals Division, SKH, has resulted in the creation of SKH M, a new company dedicated to body and chassis operations in India.
In July 2024, Panasonic Corporation announced that its Cold Chain Solutions Company has entered into an agreement with Cooling Solutions S.L. to purchase all the shares of its subsidiary Area Cooling Solutions Sp. z o.o. , a Polish refrigeration equipment manufacturer.
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.