市场调查报告书
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1569871
到 2030 年 BaaS(电池即服务)市场预测:按服务类型、类型、电池类型、应用、最终用户和地区进行的全球分析Battery as a Service Market Forecasts to 2030 - Global Analysis By Service Type (Subscription Service, Pay-Per-Use Service and Other Service Types), Type, Battery Type, Application, End User and By Geography |
根据Stratistics MRC预测,2024年全球BaaS(电池即服务)市场规模将达到16亿美元,预计2030年将达到59亿美元,预测期内复合年增长率为23.4%。
BaaS(电池即服务)的创新商务策略允许消费者独立于电动车 (EV) 租赁电池,从而显着降低购买电动车的初始成本。该概念允许客户在核准的更换站将充满电的电池更换为耗尽的电池,从而解决了里程焦虑和对更方便的充电选项的渴望等问题。 BaaS 鼓励采用电动车和其他环保出行方式,同时允许客户根据自己的能源需求选择合约计划,从而为客户提供更大的灵活性。
对可靠能源储存方案的需求不断增长
对可靠且扩充性的能源储存解决方案的需求不断增长是BaaS(电池即服务)市场的主要驱动力。各行业的企业和组织都在寻找适应性强且经济实惠的方法来控制其能源需求,特别是在电网稳定性和可再生能源整合方面。 BaaS 供应商透过租赁或租赁电池储存系统为其客户提供完整的解决方案。对 BaaS 服务不断增长的需求证明,向更节能、更永续的未来的过渡正在进行中。
初始投资高
设计和实施电池储存系统所需的高额初始投资是BaaS(电池即服务)产业面临的主要挑战之一。购买电池,尤其是高性能锂离子电池的高成本,使得BaaS供应商难以进入市场并发展业务。如此高的初始成本会让中小企业难以进入市场并限制BaaS产业的扩张。然而,随着电池成本持续下降和资金筹措选择增加,投资BaaS的经济负担可能会减轻,让更多参与者进入该行业。
电动车销量增加
BaaS(电池即服务)解决方案的大部分需求是由电动车 (EV) 市场的爆炸性成长所推动的。随着道路上电动车数量的增加,对安全、便利的电动车充电基础设施的需求也越来越大。透过在充电站安装电池存储,BaaS 供应商可以提供有用的解决方案来帮助管理尖峰负载并确保稳定的电力供应。 BaaS 还可用于赋予电动车电池第二次生命,延长其使用寿命并减少运输业对环境的负面影响。
建立电池交换网路的问题
建构和管理电池交换网路为 BaaS(电池即服务)领域带来了挑战。不同电动车模型和交换站之间的兼容性依赖于标准化的电池格式和通讯协定。车站的建设和维护需要基础设施投资,例如购买土地、获得建筑许可证和升级电网。必须管理安全性和可靠性,以避免灾难并维持客户信任。克服这些障碍对于有效采用和成长至关重要。
COVID-19 的影响
由于 COVID-19 的爆发,电池即服务 (BaaS) 市场经历了矛盾的影响。虽然由于供应链中断和经济不确定性,疫情最初减缓了电动车的普及,但它也引起了人们对环保交通重要性的关注。远距工作和电子商务趋势增加了对最后一哩交付服务的需求,为 BaaS 和电动商用车铺平了道路。随着全球经济的扩张,对负担得起的电动车所有权选择的需求以及对减少排放的日益关注正在推动 BaaS 市场的潜在扩张。
订阅服务部分预计将在预测期内成为最大的部分
由于电动车车主对适应性强且价格合理的解决方案的需求,订阅服务部分预计是最大的。客户可以透过订阅模式租赁电池,从而减少初始成本和维护问题。由于服务交付数位化和自动化的趋势不断增长,寻求可靠能源解决方案的消费者和组织越来越被订阅服务所吸引。
汽车和交通运输产业预计在预测期内复合年增长率最高
预计汽车和运输业在预测期内的复合年增长率最高。 BaaS(电池即服务)业务的建立是为了提高电动车(EV)的可及性和成本。 BaaS 可实现高效的电池更换,并透过单独租赁电池来降低初始购买成本。这种类型提供快速交付并解决范围问题。政府对电动车的激励措施以及对永续性的日益关注进一步推动了对更环保、更有效率的交通途径的需求。
由于电动车和环保交通途径的日益普及,预计亚太地区在预测期内将占据最大的市场占有率。中国和印度等投资电动车基础设施的国家提供了价格实惠的单一电池租赁选项。环保意识的增强和对实用能源解决方案的需求进一步推动了对 BaaS 的需求,使其成为车队营运商和个人用户的理想选择。
由于永续交通政策和电动车的成长,预计欧洲在预测期内的复合年增长率最高。 BaaS 是首选,因为瑞典和挪威等国家为电动车的采用提供奖励。透过高效的电池更换和快速存取充电电池,这一概念还消除了续航里程问题。由于对减少碳排放和增强城市交通的重视,对 BaaS 解决方案的需求进一步增长。
According to Stratistics MRC, the Global Battery as a Service Market is accounted for $1.6 billion in 2024 and is expected to reach $5.9 billion by 2030 growing at a CAGR of 23.4% during the forecast period. An innovative business strategy known as "Battery as a Service" (BaaS) enables consumers to lease batteries independently of electric cars (EVs), greatly lowers the initial expenses of EV purchase. This concept solves problems like range anxiety and the requirement for accessible charging choices by allowing customers to exchange fully charged batteries for depleted ones at approved switching stations. BaaS encourages the widespread use of electric cars and other environmentally friendly mobility options while giving customers more freedom by letting them choose subscription plans depending on their energy requirements.
Growing demand for reliable energy storage options
Increased demand for dependable and scalable energy storage solutions is the primary driver of the Battery as a Service (BaaS) market. Companies and organizations in a variety of industries are seeking for adaptable and affordable methods to control their energy requirements, especially when it comes to grid stability and the integration of renewable energy. BaaS suppliers give clients a complete solution by leasing or renting battery storage systems, which removes the need for upfront capital expenditure and the hazards involved. There is a transition towards a future that is more energy-efficient and sustainable, as seen by the increasing demand for BaaS services.
High initial investment
The large initial outlay of funds needed to design and implement battery storage systems is one of the primary challenges confronting the Battery as a Service (BaaS) industry. It can be expensive to purchase batteries, especially high-performance lithium-ion batteries, which makes it challenging for BaaS providers to break into the market and grow their businesses. This large upfront cost may make it difficult for smaller businesses to enter the market and restrict the expansion of the BaaS industry. However, the financial burden of investing in BaaS may go downward, allowing more participants to enter the industry, as battery costs continue to reduce and financing options become more available.
Increasing electric vehicle sales
The demand for Battery as a Service (BaaS) solutions is mostly being driven by the electric vehicle (EV) market's explosive expansion. Infrastructure for safe and convenient EV charging is becoming more and more necessary as the number of EVs on the road increases. By installing battery storage devices at charging stations, BaaS providers can provide a useful solution that aids in peak load management and guarantees a steady power supply. BaaS can also be utilized to provide EV batteries a second chance at life, increasing their useful life and lessening the negative environmental effects of the transportation industry.
Challenges in building battery swapping networks
The construction and management of battery swapping networks poses issues for the Battery as a Service (BaaS) sector. Compatibility across various EV models and changing stations depends on standardized battery formats and protocols. Construction and maintenance of stations need infrastructure investments, such as purchasing land, obtaining building permissions, and upgrading the electrical grid. To avoid mishaps and keep customers' trust, safety and dependability must be managed. It is imperative that these obstacles be overcome for implementation and growth to be effective.
Covid-19 Impact
The Battery as a Service (BaaS) market experienced conflicting effects from the COVID-19 epidemic. Due to supply chain disruptions and economic instability, the pandemic first slowed down the adoption of electric vehicles, but it also brought attention to the significance of environmentally friendly transportation options. The trend toward remote work and e-commerce boosted the need for last-mile delivery services, which in turn opened doors for the use of BaaS and electric commercial vehicles. The demand for affordable EV ownership options and the growing emphasis on lowering emissions are driving the BaaS market's potential expansion as the world economy expands.
The subscription service segment is expected to be the largest during the forecast period
The subscription service segment is estimated to be the largest, due to the demand from electric car owners for adaptable and reasonably priced solutions. Customers can lease batteries with subscription models, which lower upfront costs and eases maintenance issues. Consumers and organizations looking for dependable energy solutions are finding subscription services increasingly enticing due to the growing trend towards digitalization and automation in service delivery.
The automotive & transportation segment is expected to have the highest CAGR during the forecast period
The automotive & transportation segment is anticipated to witness the highest CAGR during the forecast period. To increase the accessibility and cost of electric vehicles (EVs), the Battery as a Service (BaaS) business was established. BaaS allows effective battery swapping and lowers upfront purchase expenses by leasing batteries separately. This type provides fast turnaround times and handles range anxiety. The demand for greener, more efficient transportation options is further fuelled by the government's incentives for electric mobility and the increased emphasis on sustainability.
Asia Pacific is expected to have the largest market share during the forecast period due to the increasing popularity of electric cars and environmentally friendly transportation practices. Nations that are investing in electric vehicle infrastructure, such as China and India, provide an affordable option for leasing individual batteries. Demand for BaaS is further boosted by growing environmental consciousness and the need for practical energy solutions, making it a desirable choice for both fleet operators and individual users.
Europe is projected to witness the highest CAGR over the forecast period, as a result of sustainable transportation policies and the growth of electric automobiles. BaaS is a desirable alternative since nations like Sweden and Norway provide incentives for EV adoption. Through effective battery swapping and rapid access to charged batteries, the concept also solves range anxiety. The need for BaaS solutions is further fuelled by the emphasis on lowering carbon emissions and enhancing urban transportation.
Key players in the market
Some of the key players profiled in the Battery as a Service Market include Global Technology Systems, Inc., Epiroc, Contemporary Amperex Technology Co., Limited, KST Mobility Co., Ltd, NIO Power, Immotor, Gogoro, Sun Mobility Private Limited, Upgrid Solutions Private Limited, Numocity, Ample, Bounce Infinity, Esmito Solutions Pvt Ltd, Octillion and Clean Energy Global GmbH.
In September 2021, CATL launched its EVOGO Battery Swap Service with modular battery swapping stations that cater to multiple electric vehicle (EV) brands. This service facilitates flexible battery upgrades and replacements.
In February 2021, Gogoro expanded its Battery Swapping Network, with its subscription-based model being implemented across various Asian cities for electric scooters. The company's partnership with electric two-wheeler manufacturers significantly broadened the reach of its BaaS model.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.