全球LIB生产线扩大预测(～2035年)DB

<2024> Global Outlook for Expansion of LIB Production Lines (~2035) DB

出版日期: 2024年06月26日 | 出版商:

SNE Research | 英文 | 商品交期: 请询问到货日

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简介目录

以包含供应原始资料的 Excel 檔案形式提供。

自2017年特斯拉Model 3推出以来，全球电动车市场持续快速成长，被认为是实现碳中和的重要产业。同时，与电动车相关的各种产业，如电池、材料及其零件，也随着电动车市场的成长而持续成长。国内三大电池製造商正在北美和欧洲建造大规模生产基地，试图主导全球市场。

然而，虽然2021年二次电池的供应因中国积极的产能扩张而增加，但由于2023年中国电动汽车补贴结束和电动汽车鸿沟，需求预测未能实现，汽车超级循环已达到平台期。电动车市场成长放缓速度快于预期，使得电池企业（包括3家国内企业）和材料企业的积极投资变得毫无意义。

这些不稳定的市场趋势使得预测成长变得困难。为了应对快速变化的市场并降低企业风险，了解製造商的扩张计划并结合市场需求进行综合分析可能会有效。

本报告研究和分析了全球锂离子电池市场，并提供了一个资料库，按地区、外形尺寸和应用总结了全球二次电池製造商的生产能力。

The global electric vehicle market has been growing rapidly since the launch of Tesla Model 3 in 2017 and has been considered a key industry for carbon neutrality. Accordingly, various industries related to electric vehicles, such as batteries, materials, and their components, have also continued to grow along with the electric vehicle market. The three domestic battery companies are building large-scale production bases in North America and Europe and are striving to dominate the global market.

However, despite the increase in secondary battery supply due to China's aggressive expansion of production capacity in 2021, the end of China's electric vehicle subsidies in 2023 and the electric vehicle chasm have led to a failure in forecasting demand, and the electric vehicle super cycle has reached a stagnation stage. The electric vehicle market growth, which has slowed down faster than expected, is making aggressive investments by battery companies (including three domestic companies) and material companies meaningless.

Such unstable market trends make it difficult to predict growth. In order to respond to the rapidly changing market and reduce risks of companies, it would be helpful to understand manufacturers' expansion plans and comprehensively analyze them along with market demand.

This report in DB version organizes the production capacity of global secondary battery manufacturers by region, form factor, and application so that it can be understood at once.

We hope this report will be helpful to those in the secondary battery industry.