市场调查报告书
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1569842
到 2030 年电动车电池市场预测:按产品、电池、电压类型、驱动器、应用、最终用户和地区进行的全球分析E-Mobility Battery Market Forecasts to 2030 - Global Analysis by Product Battery, Voltage Type, Drive, Application, End User and By Geography |
根据Stratistics MRC预测,2024年全球电动车电池市场规模将达到1,543亿美元,预计2030年将达到3,838亿美元,预测期内复合年增长率为16.4%。
电动车电池是专门的可充电能源储存设备,旨在为电动车 (EV) 提供动力,包括汽车、巴士、自行车和其他形式的电动交通工具。这些电池通常基于锂离子或新兴固体技术,旨在实现高能量密度、长循环寿命和快速充电功能。电动车电池对于增加电动车的续航里程和性能,同时最大限度地减少对环境的影响至关重要。它在向永续交通的过渡中发挥关键作用,有助于减少温室气体排放和对石化燃料的依赖。
根据国际能源总署(IEA)预测,2023年中国电动车销量将比2022年成长36%。
电动车的扩张
随着越来越多的消费者寻求永续的交通途径,电动车(EV)的普及成为市场的关键驱动力。这种转变是由环保意识增强、政府奖励和电动车技术进步所推动的。随着电动车需求的增加,製造商被迫投资电池创新,以提高能量密度和充电效率。因此,这一趋势将加速强大的供应链和基础设施的开拓,进一步支持向电动车的过渡并推动市场成长。透过这种方式,我们支持市场成长。
初始成本高
电动车(EV)及其电池的高昂初始成本仍然是其广泛采用的主要障碍。前期投资会阻碍潜在买家并限制市场成长。儘管技术和生产效率的进步正在逐渐降低价格,但这些成本继续阻碍向电动车的过渡,并影响对电动车电池和永续交通解决方案的整体需求,从而阻碍了市场的成长。
技术进步
技术进步对市场至关重要,并推动电池化学、设计和製造流程的创新。能量密度、充电速度和寿命的提高将提高电动车 (EV) 的性能和吸引力。固态电池和增强温度控管系统等创新降低了安全风险并提高了效率。这些进步将降低生产成本并增强消费者信心,最终加速电动车的采用,扩大电动车电池市场,并促进永续交通生态系统的成长。
原物料供应链问题
原材料供应链问题会影响锂、钴和镍等重要原材料的可用性和成本,进而对市场产生重大影响。这些原材料采购的中断将导致生产成本上升和电池製造延迟,阻碍整体市场成长。此外,地缘政治紧张局势和采矿实践的环境问题可能会使供应链更加复杂。
由于生产停顿和供应链延迟,COVID-19 大流行最初扰乱了电动车电池市场。然而,随着各国政府优先考虑绿色復苏,人们对永续交通的兴趣也随之增长。随着疫情后电动车采用率的增加,对电池技术的投资激增,带来创新和市场成长,最终将支持向更清洁的行动解决方案的转变。
预计乘用车市场在预测期内将是最大的市场
由于对电动车(EV)电池的需求,预计乘用车细分市场在预测期内将成为最大的细分市场。随着消费者偏好转向永续交通,电动车的采用将推动对电池技术和生产的投资。这种需求的增加将推动能量密度、充电速度和整体性能的创新。此外,扩大充电基础设施将增加消费者的便利性并加速向电动车的过渡。
预计商业领域在预测期内复合年增长率最高。
由于对电动货车、巴士和卡车的需求,预计商业领域在预测期内将出现最高的复合年增长率。企业越来越多地采用电动车来降低营运成本、提高永续性并遵守监管要求。需求的激增正在推动电池技术的进步,提高效率和效能。此外,商业客製化充电基础设施的成长也支持了充电基础设施的采用。
由于对电池技术和製造的投资不断增加,特别是在美国和加拿大,北美地区预计将在预测期内占据最大的市场占有率,从而推动汽车行业的创新和创造就业机会。包括充电站在内的电动车基础设施的成长将推动消费者的采用。此外,旨在减少碳排放的州和联邦政策正在推动对永续交通解决方案的需求,有助于实现更清洁的环境和能源独立。
预计亚太地区在预测期内的复合年增长率最高,因为该地区支持电动车(EV)的普及和向永续交通的转变。中国、日本和韩国等国家正大力投资电池製造和技术开发,将其国家定位为全球领导者。这种成长不仅促进了当地经济并创造了就业机会,而且还加强了能源安全并减少了城市的空气污染。此外,扩大电动车基础设施将促进创新,并为更清洁、更绿色的城市铺平道路。
According to Stratistics MRC, the Global E-Mobility Battery Market is accounted for $154.3 billion in 2024 and is expected to reach $383.8 billion by 2030 growing at a CAGR of 16.4% during the forecast period. E-mobility battery is a specialized rechargeable energy storage device designed to power electric vehicles (EVs), including cars, buses, bikes, and other forms of electric transport. Typically based on lithium-ion or emerging solid-state technologies, these batteries are engineered for high energy density, long cycle life, and fast charging capabilities. E-mobility batteries are crucial for enhancing the driving range and performance of electric vehicles while minimizing environmental impact. They play a vital role in the transition to sustainable transportation, helping to reduce greenhouse gas emissions and dependence on fossil fuels.
According to the International Energy Agency (IEA), China witnessed an increase in EV sales by 36% in 2023 compared to 2022.
Increasing Electric Vehicle Adoption
Increasing electric vehicle (EV) adoption is a primary driver of the market, as more consumers seek sustainable transportation options. This shift is fueled by growing environmental awareness, government incentives, and advancements in EV technology. As demand for EVs rises, manufacturers are compelled to invest in battery innovation, enhancing energy density and charging efficiency. Consequently, this trend accelerates the development of a robust supply chain and infrastructure, further supporting the transition to electric mobility and driving market growth. Thus, it boosts the growth of the market.
High Initial Costs
High initial costs of electric vehicles (EVs) and their batteries remains a significant barrier to widespread adoption. The upfront investment can deter potential buyers, limiting market growth. While prices are gradually decreasing due to advancements in technology and production efficiencies, these costs still hinder the transition to e-mobility, impacting overall demand for e-mobility batteries and sustainable transport solutions, thus it hinders the growth of the market.
Technological Advancements
Technological advancements are crucial for the market, driving innovation in battery chemistry, design, and manufacturing processes. Improvements in energy density, charging speed, and lifespan enhance the performance and appeal of electric vehicles (EVs). Innovations such as solid-state batteries and enhanced thermal management systems reduce safety risks and increase efficiency. These advancements lead to lower production costs and greater consumer confidence, ultimately accelerating EV adoption and expanding the market for e-mobility batteries, fostering a sustainable transportation ecosystem, thus it drives the growth of the market.
Raw Material Supply Chain Issues
Raw material supply chain issues significantly impact the market by affecting the availability and cost of essential materials like lithium, cobalt, and nickel. Disruptions in sourcing these materials can lead to increased production costs and delays in battery manufacturing, hampering the overall growth of the market. Additionally, geopolitical tensions and environmental concerns related to mining practices can further complicate supply chains.
The COVID-19 pandemic initially disrupted the e-mobility battery market by halting production and delaying supply chains. However, it also accelerated interest in sustainable transportation as government's prioritized green recovery. As electric vehicle adoption increased post-pandemic, investments in battery technology surged, leading to innovation and growth in the market, ultimately supporting a shift towards cleaner mobility solutions.
The passenger vehicles segment is expected to be the largest during the forecast period
The passenger vehicles segment is expected to be the largest during the forecast period due to demand for electric vehicle (EV) batteries. As consumer preferences shift towards sustainable transportation, the rise in EV adoption boosts investments in battery technology and production. This increased demand fosters innovation in energy density, charging speed, and overall performance. Furthermore, the expansion of charging infrastructure enhances convenience for consumers, accelerating the transition to electric mobility.
The commercial segment is expected to have the highest CAGR during the forecast period
The commercial segment is expected to have the highest CAGR during the forecast period due to demand for electric vans, buses, and trucks. Businesses increasingly adopt electric fleets to reduce operational costs, improve sustainability, and meet regulatory requirements. This surge in demand stimulates advancements in battery technology, enhancing efficiency and performance. Additionally, the growth of charging infrastructure tailored for commercial use supports widespread adoption.
North America is projected to hold the largest market share during the forecast period due to increased investments in battery technology and manufacturing, particularly in the U.S. and Canada, are fostering innovation and job creation in the automotive sector. The growth of EV infrastructure, including charging stations, enhances consumer adoption. Furthermore, state and federal policies aimed at reducing carbon emissions drive demand for sustainable transportation solutions, contributing to a cleaner environment and energy independence.
Asia Pacific is projected to witness the highest CAGR over the forecast period because, adoption of electric vehicles (EVs) and supporting the shift towards sustainable transportation. Countries like China, Japan, and South Korea are investing heavily in battery manufacturing and technology development, positioning themselves as global leaders. This growth not only boosts local economies and creates jobs but also enhances energy security and reduces urban air pollution. Additionally, the expansion of EV infrastructure fosters innovation and paves the way for cleaner, greener cities.
Key players in the market
Some of the key players in E-Mobility Battery Market include ALTA Motors, Accell Group, BMW Motorrad International, BYD Company LTD., General Motors Company, Gogoro Inc., Honda Motor Co. Ltd., KTM AG, Lightning Motorcycles, Mahindra Group, Ninebot Ltd., Nissan Motor corporation, NYCeWheels, Suzuki Motor Corporation, Terra Motors Corporation, Tesla, Vmoto Limited, Volkswagen AG, Yamaha Motor Company Limited and Zero Motorcycles.
In September 2024, General Motors and Hyundai Signed Memorandum of Understanding to Explore Collaboration on Vehicles, Supply Chain and Clean-Energy Technologies to reduce costs and bring a wider range of vehicles and technologies to customers faster.
In September 2024, Mahindra & Mahindra Ltd., announced the launch of the Mahindra Veero, Designed to redefine the LCV <3.5 t segment, the Veero offers unparalleled savings with best-in-class mileage, exceptional performance powered by robust multiple engine options, industry-leading safety features, enhanced occupant protection, and a premium cabin experience.
In May 2024, Suzuki Motor Corporation has announced that the company has signed a sponsorship agreement with figure skater Yuma Kagiyama, The contract period will last until the Milano Cortina 2026 Winter Olympics.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.