市场调查报告书
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2030年汽车电池市场预测:按电池类型、材料类型、车辆类型、电池容量、应用、销售管道和地区进行的全球分析Automotive Battery Market Forecasts to 2030 - Global Analysis By Battery Type, Material Type, Vehicle Type, Battery Capacity, Application, Sales Channel and By Geography |
根据Stratistics MRC预测,2024年全球汽车电池市场规模将达到713亿美元,预计2030年将达到1,119亿美元,预测期内复合年增长率为7.8%。
汽车电池是一种可充电电源,为汽车提供电能,主要用于启动引擎并为车灯、娱乐系统和感测器等电气部件供电。它们通常由铅酸或锂离子电池组成,透过将储存的化学能转化为电能来工作。在电动车(EV)和混合动力汽车中,汽车电池也扮演着驱动马达的角色。它在车辆性能和能源效率方面发挥着重要作用。
根据国际能源总署(IEA)《2024年全球电动车展望》,到2023年,美国的电池需求将达到约100GWh,而欧洲为185GWh,中国为415GWh。
电动车的扩张
电动车的日益普及是汽车电池市场的关键驱动力。随着全球环境问题的日益严重以及各国政府实施更严格的排放法规,消费者正在转向电动车。这一趋势正在推动对高性能汽车电池,尤其是锂离子电池的需求。由于电动车销量的快速成长,全球汽车锂离子电池需求将从2021年的330GWh成长65%至2022年的550GWh,可见电动车普及率对市场影响的巨大程度。
原料短缺
锂、钴和镍等关键原材料的供应有限和价格波动可能会影响电池生产和成本。这些短缺可能导致供应链中断和製造成本增加,从而减缓市场成长。此外,地缘政治紧张局势和贸易限制可能进一步加剧原材料供应问题,为电池製造商满足汽车电池日益增长的需求带来挑战。
混合动力汽车的需求不断增长
混合动力汽车结合了内燃机和电力推进系统,需要先进的电池技术来优化性能和燃油经济性。随着消费者寻求更环保的交通途径而不是纯电动车,对混合动力汽车的需求正在增加。这一趋势为电池製造商创造了机会,开发和供应专门针对混合动力传动系统独特要求的专用电池。
监理不确定性
监管不确定性对汽车电池市场构成威胁。政府政策、排放标准和电动车奖励计画的变化会对市场动态产生重大影响。各地区不一致或不可预测的法规可能会给电池製造商在产品开拓、合规性和市场策略方面带来挑战。此外,政府对特定电池技术或电动车计划的支持趋势的变化可能会扰乱现有的市场趋势和投资计划,给行业相关人员带来不确定性。
COVID-19 大流行最初扰乱了汽车电池市场,导致供应链问题和汽车产量下降。但作为其经济復苏计画的一部分,它已加速向电动车的转变。这次疫情凸显了永续交通的重要性,最终提振了汽车电池市场,尤其是电动车领域的长期成长前景。
电力推进领域预计将在预测期内成为最大的领域
预计电力推进领域将在预测期内占据市场占有率。这项优势得益于电动车市场的快速成长,需要高性能电池。人们对减少碳排放的兴趣日益浓厚,加上政府对电动车采取的奖励,正在推动对电力推进系统的需求。此外,电池技术(特别是锂离子电池)的进步正在改善电动车的性能和续航里程,进一步巩固了该领域的市场领导地位。
电动汽车产业预计在预测期内复合年增长率最高
预计电动车领域在预测期内将以最高的复合年增长率成长。这种快速增长的推动因素包括环境意识的增强、促进零排放汽车的政府法规以及电池技术的进步。锂离子电池价格的下降和充电基础设施的扩大使得电动车更容易被消费者接受。此外,主要汽车製造商正在大力投资电动车开拓,进一步加速市场成长。
预计亚太地区在预测期内将占据最大的市场占有率。这一优势很大程度上得益于中国庞大的电动车市场以及全部区域政府的支持性政策。日本、韩国和印度等国家也迅速扩大电动车的生产和采用。亚太地区人口密度高、都市化高以及环保意识不断增强,推动了对电动车和汽车电池的强劲需求。公共和私营部门对电池製造和电动车基础设施的大量投资进一步巩固了该地区的市场主导地位。
预计亚太地区在预测期内将实现最高的复合年增长率。这种快速增长的推动因素包括政府对电动车采用的积极目标、对电池技术的大量投资以及该地区主要汽车和电池製造商的存在。中国等国家有着扩大电动车市场的雄心勃勃的目标,印度和东南亚国家等新兴经济体正在加强交通电气化的力度。该地区快速的技术进步和日益增长的都市化预计将推动汽车电池市场的持续高速成长。
According to Stratistics MRC, the Global Automotive Battery Market is accounted for $71.3 billion in 2024 and is expected to reach $111.9 billion by 2030 growing at a CAGR of 7.8% during the forecast period. An automotive battery is a rechargeable power source that supplies electrical energy to a vehicle, primarily to start the engine and power electrical components such as lights, entertainment systems, and sensors. It typically consists of lead-acid or lithium-ion cells and functions by converting stored chemical energy into electrical energy. In electric vehicles (EVs) and hybrids, automotive batteries are also responsible for driving the electric motor. They play a crucial role in vehicle performance and energy efficiency.
According to the International Energy Agency's (IEA) Global EV Outlook 2024, in 2023, battery demand in the United States reached around 100 GWh, compared to 185 GWh in Europe and 415 GWh in China.
Increasing adoption of electric vehicles
The increasing adoption of electric vehicles is a major driver for the automotive battery market. As global environmental concerns grow and governments implement stricter emission regulations, consumers are shifting towards electric vehicles. This trend is fueling demand for high-performance automotive batteries, particularly lithium-ion batteries. The exponential rise in EV sales, with global demand for automotive Li-ion batteries increasing by 65% from 330 GWh in 2021 to 550 GWh in 2022, demonstrates the significant impact of EV adoption on the market.
Raw material shortages
The limited availability and fluctuating prices of key materials such as lithium, cobalt, and nickel can impact battery production and costs. These shortages can lead to supply chain disruptions and increased manufacturing expenses, potentially slowing market growth. Additionally, geopolitical tensions and trade restrictions may further exacerbate raw material supply issues, creating challenges for battery manufacturers in meeting the growing demand for automotive batteries.
Growing demand for hybrid vehicles
Hybrid vehicles, which combine internal combustion engines with electric propulsion systems, require advanced battery technologies to optimize performance and fuel efficiency. As consumers seek more environmentally friendly transportation options without fully committing to all-electric vehicles, the demand for hybrid vehicles is increasing. This trend creates opportunities for battery manufacturers to develop and supply specialized batteries tailored to the unique requirements of hybrid powertrains.
Regulatory uncertainty
Regulatory uncertainty poses a threat to the automotive battery market. Changing government policies, emission standards, and incentive programs for electric vehicles can significantly impact market dynamics. Inconsistent or unpredictable regulations across different regions may create challenges for battery manufacturers in terms of product development, compliance, and market strategies. Additionally, shifts in government support for certain battery technologies or electric vehicle initiatives could potentially disrupt established market trends and investment plans, creating uncertainty for industry players.
The COVID-19 pandemic initially disrupted the automotive battery market, causing supply chain issues and reduced vehicle production. However, it also accelerated the shift towards electric vehicles as part of economic recovery plans. The pandemic highlighted the importance of sustainable transportation, ultimately boosting long-term growth prospects for the automotive battery market, particularly in the electric vehicle segment.
The electric propulsion segment is expected to be the largest during the forecast period
Over the forecasted timeframe, the electric propulsion segment is anticipated to dominate the market share. This dominance is driven by the rapid growth of the electric vehicle market, which requires high-performance batteries. The increasing focus on reducing carbon emissions and government incentives for EV adoption are fueling the demand for electric propulsion systems. Additionally, advancements in battery technology, particularly in lithium-ion batteries, are enhancing the performance and range of electric vehicles, further solidifying the segment's market leadership.
The electric vehicles segment is expected to have the highest CAGR during the forecast period
During the projection period, the electric vehicles segment is expected to grow at the highest CAGR. This rapid growth is attributed to increasing environmental awareness, government regulations promoting zero-emission vehicles, and advancements in battery technology. The dropping prices of lithium-ion batteries and expanding charging infrastructure are making electric vehicles more accessible to consumers. Moreover, major automotive manufacturers are investing heavily in EV development, further accelerating market growth.
During the estimation period, the Asia Pacific region is expected to capture the largest market share. This dominance is primarily driven by China's massive EV market and supportive government policies across the region. Countries like Japan, South Korea, and India are also rapidly expanding their EV production and adoption. The high population density, urbanization, and increasing environmental awareness in Asia Pacific contribute to the strong demand for electric vehicles and automotive batteries. Significant investments from both the public and private sectors in battery manufacturing and EV infrastructure further solidify the region's leading position in the market.
The Asia Pacific region is projected to achieve the highest CAGR during the forecast period. This rapid growth is fueled by aggressive government targets for EV adoption, substantial investments in battery technology, and the presence of major automotive and battery manufacturers in the region. Countries like China are setting ambitious goals for expanding their EV market, while emerging economies such as India and Southeast Asian nations are ramping up their efforts to electrify transportation. The region's fast-paced technological advancements and increasing urbanization are expected to drive continued high growth in the automotive battery market.
Key players in the market
Some of the key players in Automotive Battery Market include CATL, LG Energy Solution, Panasonic Corporation, Samsung SDI, BYD Company Ltd., SK Innovation, Johnson Controls Power Solutions, Exide Technologies, GS Yuasa International Ltd., East Penn Manufacturing Company, Clarios, A123 Systems, Toshiba Corporation, Hitachi Chemical Co., Ltd., SVOLT Energy Technology, Northvolt, EVE Energy Co., Ltd., and Gotion High-Tech Co., Ltd.
In September 2024, The Chinese Company CATL, currently the world's largest battery manufacturer, will participate in IAA 2024, Hannover, holding a press conference and talking about the new products to be added to their portfolio. The Chinese battery giant is highly focused on the European heavy-duty electric vehicles market, with the target to supply battery packs capable to provide trucks and buses with the longest possible range.
In August 2024, Zeekr Intelligent Technology, the premium electric vehicle (EV) maker controlled by Geely Auto, has unveiled a new battery technology that can offer a car a nearly 500-kilometre (310-mile) range with just 10.5 minutes of charging, as the industry steps up the electrification process. Zeekr's self-developed lithium-ion-phosphate (LFP) battery, dubbed Golden Battery and installed on its 007 electric sedan, supports 800-volt ultra-fast charging and assures owners of "swift and reliable" performance, the company said in a statement. The 75-kilowatt-hour battery, when fully charged, allows a car to go as far as 682km, it added.
In November 2023, Global innovator LG Electronics will enter the rapidly growing U.S. electric vehicle charger market in 2024 with the introduction of its first line of AC and DC EV charging stations. According to LG Business Solutions USA's Senior Vice President Nicolas Min, the line will include Level 2 and Level 3 EV chargers, opening new opportunities for businesses, municipalities and other public places to support the electrification of America with independently owned and operated charging stations.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.