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新一代電池市場 - 2023 年至 2031 年的成長、未來前景、競爭分析Next-Generation Batteries Market - Growth, Future Prospects and Competitive Analysis, 2023 - 2031 |
預計全球下一代電池市場在2023年至2031年的預測期內複合年增長率約為7%,並且預計在預測期內收入將顯著增長。由於對高容量、長壽命和永續能源儲存解決方案的需求不斷增長,下一代電池市場正在經歷快速成長和創新。新一代電池包括多種先進技術,包括鋰空氣電池、鋰硫電池、固態電池、液流電池等。與傳統鋰離子電池相比,這些電池具有更高的能量密度、更高的安全性和更長的循環壽命,使其對各種應用非常有吸引力。支持這一成長的主要因素之一是電動車(EV)市場的擴大。新一代電池,如鋰硫電池和固態電池,比傳統鋰離子電池具有更高的能量密度、更遠的續航裡程和更快的充電時間。這些進步對於滿足電動車日益增長的需求和加速向永續交通的過渡至關重要。此外,再生能源產業也刺激了對下一代電池的需求。再生能源的間歇性需要高效可靠的儲能解決方案,而先進的電池將在實現再生能源併入電網方面發揮關鍵作用,我正在履行我的職責。新一代電池的高能量密度和長循環壽命使其適合再生能源儲存應用,並確保穩定和可持續的電力供應。
電動車需求的成長是下一代電池市場的關鍵驅動力。電動車作為傳統內燃機汽車更清潔、更永續的替代品而越來越受歡迎。具有高能量密度和長續航裡程的下一代電池對於電動車的普及至關重要。世界各國政府正在執行嚴格的排放法規,並提供誘因以鼓勵電動車的普及。例如,中國、美國和歐洲等國家都制定了雄心勃勃的電動車銷售目標,為下一代電池的成長創造了有利的環境。電動車銷量的成長證實了對先進電池的需求。根據國際能源總署(IEA)預測,2020年全球電動車銷量將突破300萬輛,較前一年成長43%。預計這一趨勢將持續下去,並將推動對下一代電池的需求。
再生能源併入電網對於下一代電池來說是一個巨大的機會。隨著世界向清潔能源系統過渡,需要高效可靠的儲能解決方案來解決再生能源發電的間歇性問題。全球太陽能、風能等再生能源裝置容量正在穩定成長。根據國際再生能源機構(IREA)《2021年再生能源容量統計》報告,截至2020年底,再生能源總容量達到2799萬千瓦。這種容量的增加正在推動對先進儲能係統(包括下一代電池)的需求。新一代電池具有高能量密度、長循環壽命和更高的安全性,使其適合電網規模的儲能應用。這些電池在高產量時儲存剩餘的可再生能源,並在高峰期釋放它,穩定電網,提供可靠、穩定的電力供應。
持續的技術進步和研究在下一代電池市場的成長中發揮關鍵作用。公司和學術機構不斷探索新材料、電極結構和製造工藝,以提高電池性能並降低成本。學術界、工業界和政府機構之間的合作研究計畫正在加速下一代電池技術的進步。這些合作促進了知識、資源和專業知識的交流,從而顯著提高了電池性能和可靠性。與下一代電池技術相關的專利申請數量不斷增加,顯示該領域的研究和開發十分活躍。專利提供了創新理念和新技術正在開發的證據,最終有助於市場成長。
儘管下一代電池取得了令人鼓舞的進步,但市場的重大限制之一是與這些先進電池技術相關的成本和製造挑戰。開發和製造下一代電池需要複雜的製程、專用材料和先進的製造技術,這會增加生產成本。下一代電池通常需要稀有或昂貴的材料,例如使用硫作為陰極材料的鋰硫電池。儘管硫含量豐富,但需要額外的處理步驟才能獲得所需的性能,從而增加了電池的總成本。先進的電池技術,例如固態電池,通常涉及複雜的製造工藝,需要精確控制溫度、壓力和材料沉積。這種複雜性需要專門的設備和熟練的勞動力,從而導致更高的製造成本。從實驗室規模的原型到大規模生產的轉變是下一代電池的關鍵挑戰。在保持性能、一致性和可靠性的同時擴大生產規模需要對生產設施、設備和品質控制措施進行大量投資。下一代電池技術仍處於起步階段,缺乏標準化的製造流程和品質控制協議。標準化的缺乏增加了製造複雜性和成本,並要求製造商投資研發工作以優化製造流程。
在各類新一代電池中,鋰離子電池領域在2023-2031年的預測期內收入最高,複合年增長率最高。鋰離子電池由於具有高能量密度、長循環壽命和高效率而在許多應用中被廣泛採用。鋰離子電池廣泛應用於電動車、家用電器、儲能係統等領域。對電動車和便攜式電子設備的需求不斷增長正在推動鋰離子電池市場的成長,從而產生大量收入。此外,鋰離子電池技術的進步,例如固態鋰離子電池的市場開發,正在進一步推動市場成長。同時,鋰硫電池和固態電池雖然有望成為下一代能源存儲,但目前面臨循環壽命有限和製造複雜性等挑戰。儘管存在這些挑戰,持續的研究和開發仍致力於克服這些限制並提高效能。因此,鋰硫電池和固態電池預計在未來幾年將顯著成長,為整體市場擴張做出貢獻。其他類型的新一代電池,如鎳鎘電池、鎂離子電池、超級電容器、金屬空氣電池、鎳氫電池等也具有獨特的應用和優勢。然而,由於能量密度較低、循環壽命有限以及製造、安全和成本效益挑戰等因素,市場成長和收入潛力低於鋰離子電池。也就是說,這些電池類型的持續研究和技術進步可能為未來的成長機會和更廣泛的市場採用鋪平道路。
交通運輸業預計將在 2022 年產生最高收入,並在 2023 年至 2031 年(下一代電池市場的預測期)期間呈現最高複合年增長率。對電動車(EV)的需求不斷增長是該行業成長的主要推動力。新一代電池,特別是鋰離子電池,因其比傳統電池具有更高的能量密度、更長的行駛裡程和更短的充電時間而廣泛應用於電動車。全球向永續交通的過渡和更嚴格排放法規的實施正在推動電動車的採用,從而推動對下一代電池的需求。此外,由於再生能源和電網穩定整合中對高效儲能係統的需求,儲能產業也正在經歷顯著成長。鋰硫電池和固態電池等下一代電池越來越多地用於再生能源儲存項目,以儲存多餘的能量並在高峰時段釋放。此外,智慧型手機、筆記型電腦、平板電腦和穿戴式裝置對高效能、長壽命電池的需求使得消費性電子產品成為下一代電池的關鍵最終用途領域。工業領域包括機器人、航空航太、航海等多種應用,但目前的市佔率低於交通、能源儲存和消費性電子等領域。然而,隨著電池技術的不斷進步和工業應用的增加,預計未來幾年將會出現成長。其他行業,如醫療設備、國防和通信,被歸類為“其他”,並且對下一代電池有獨特的用途。雖然它可能不會對整體市場收入做出重大貢獻,但它確實為專業電池解決方案提供了利基機會。
2022年北美市場銷售份額最高,主要得益於主要電動汽車製造商的存在、可再生能源項目投資的增加以及政府推動清潔能源舉措的支持政策,原因如下。該地區在電池技術方面取得了顯著進步,重點是固態電池和鋰硫電池的開發。同時,在下一代電池市場中,預計亞太地區在2023-2031年預測期內將呈現最高的複合年增長率。推動這一成長的因素包括電動車市場的快速擴張、再生能源的整合程度加大以及政府為減少溫室氣體排放所做的努力。中國、日本和韓國等國家正大力投資下一代電池的研發、製造能力和基礎建設。特別是,在有利的政府政策和激勵措施的支持下,中國已成為電池生產和電動車採用的主要中心。在更嚴格的排放法規、對清潔能源日益增長的興趣以及電動車的廣泛使用的推動下,歐洲也是下一代電池的重要市場。歐盟 (EU) 為電動車市場滲透制定了雄心勃勃的目標,刺激了對先進電池技術的需求。在該地區,汽車製造商、電池製造商和研究機構正在合作開發下一代電池並將其商業化。此外,德國、瑞典和荷蘭等國家正在大力投資再生能源儲存項目,進一步推動了對先進能源儲存解決方案的需求。
下一代電池市場競爭激烈,Tesla、Samsung SDI、Panasonic、LG Chem、CATL、Ambri Inc.、Contemporary Amperex Technology Co Ltd.、GS Yuasa Corporation、Ilika PLC、Johnson Matthey PLC、Mitsubishi Chemical Corporation、PolyPlus Battery Co.Inc.、ProLogium Technology、Sion Power Corporation、TotalEnergies SE、Amperex Technology等領先公司正在推動技術創新和市場成長。該市場的特點是強大的研發活動、策略聯盟和旨在提高電池性能、安全性和成本效益的技術進步。該公司正在大力投資研發活動,以開發新材料,提高電池性能,並克服與能量密度、循環壽命和製造流程相關的挑戰。與汽車製造商、能源公司和研究機構的策略聯盟在下一代電池市場中很常見。這些合作旨在匯集和利用專業知識和資源,加速先進電池技術的創新和商業化。主要公司正在擴大生產能力,以滿足對下一代電池不斷增長的需求。這包括建立新的生產設施或擴大現有的生產設施,以實現規模經濟和降低成本。公司專注於開發可持續和安全的電池技術。這包括努力提高電池的可回收性,減少對稀有和危險材料的依賴,並加強安全功能以防止熱失控等事故。
The global next-generation batteries market is expected to witness significant revenue growth over the forecast period, with a CAGR of approximately 7% during the forecast period of 2023 to 2031. The next-generation batteries market has been experiencing rapid growth and innovation, driven by the increasing demand for high-capacity, long-lasting, and sustainable energy storage solutions. Next-generation batteries encompass a range of advanced technologies, including lithium-air, lithium-sulfur, solid-state, and flow batteries, among others. These batteries offer superior energy density, improved safety, and longer cycle life compared to traditional lithium-ion batteries, making them highly attractive for various applications. One of the key drivers behind this growth is the expanding market for electric vehicles (EVs). Next-generation batteries, such as lithium-sulfur and solid-state batteries, offer higher energy density, longer driving ranges, and reduced charging times compared to conventional lithium-ion batteries. These advancements are crucial in meeting the increasing demand for EVs and accelerating the transition toward sustainable transportation. Moreover, the renewable energy sector is also fueling the demand for next-generation batteries. The intermittent nature of renewable energy sources necessitates efficient and reliable energy storage solutions, and advanced batteries play a vital role in enabling the integration of renewable energy into the grid. The high energy density and long cycle life of next-generation batteries make them well-suited for renewable energy storage applications, ensuring a stable and sustainable power supply.
The rising demand for electric vehicles is a significant driver for the next-generation batteries market. EVs are gaining popularity as a cleaner and more sustainable alternative to traditional internal combustion engine vehicles. Next-generation batteries, with their higher energy density and longer driving ranges, are crucial for the widespread adoption of EVs. Governments worldwide are implementing stringent emission regulations and offering incentives to promote the adoption of electric vehicles. For instance, countries like China, the United States, and European nations have set ambitious targets for electric vehicle sales, creating a favorable environment for the growth of next-generation batteries. The increasing sales of electric vehicles support the need for advanced batteries. According to the International Energy Agency (IEA), global electric car sales reached over 3 million in 2020, representing a 43% increase compared to the previous year. This trend is expected to continue, driving the demand for next-generation batteries.
The integration of renewable energy sources into the grid presents a significant opportunity for next-generation batteries. As the world transitions towards cleaner energy systems, there is a need for efficient and reliable energy storage solutions to address the intermittent nature of renewable energy generation. The global capacity of renewable energy installations, such as solar and wind, has been steadily increasing. According to the Renewable Capacity Statistics 2021 report by the International Renewable Energy Agency (IREA), the total renewable energy capacity reached 2,799 GW by the end of 2020. This capacity expansion drives the demand for advanced energy storage systems, including next-generation batteries. Next-generation batteries offer high energy density, longer cycle life, and improved safety, making them well-suited for grid-scale energy storage applications. These batteries help stabilize the grid by storing excess renewable energy during periods of high generation and releasing it during peak demand, ensuring a reliable and stable power supply.
Ongoing technological advancements and research efforts play a vital role in driving the growth of the next-generation batteries market. Companies and academic institutions are continuously exploring new materials, electrode architectures, and manufacturing processes to enhance battery performance and reduce costs. Collaborative research initiatives between academia, industry, and government bodies are accelerating advancements in next-generation battery technologies. These collaborations enable the exchange of knowledge, resources, and expertise, leading to breakthroughs in battery performance and reliability. The number of patent filings related to next-generation battery technologies is increasing, indicating active research and development efforts in the field. Patents provide evidence of innovative ideas and novel technologies being developed, which will ultimately contribute to the growth of the market.
Despite the promising advancements in next-generation batteries, one significant restraint for the market is the cost and manufacturing challenges associated with these advanced battery technologies. Developing and manufacturing next-generation batteries involves complex processes, specialized materials, and advanced manufacturing techniques, which can drive up production costs. Next-generation batteries often require rare or expensive materials, such as lithium-sulfur batteries that use sulfur as a cathode material. Sulfur is abundant but requires additional processing steps to achieve the desired performance, increasing the overall cost of the batteries. Advanced battery technologies, such as solid-state batteries, often involve intricate manufacturing processes that require precise control over temperature, pressure, and material deposition. These complexities can lead to higher production costs, as specialized equipment and skilled labor are needed. Transitioning from lab-scale prototypes to large-scale production is a significant challenge for next-generation batteries. Scaling up production while maintaining performance, consistency, and reliability requires substantial investments in production facilities, equipment, and quality control measures. Next-generation battery technologies are still evolving, and there is a lack of standardized manufacturing processes and quality control protocols. This lack of standardization increases the complexity and costs of manufacturing, as manufacturers need to invest in research and development efforts to optimize their production processes.
Among the various types of next-generation batteries, the lithium-ion battery segment holds the highest revenue and exhibits the highest CAGR in the market during the forecast period of 2023 to 2031. Lithium-ion batteries have been widely adopted across numerous applications due to their superior energy density, longer cycle life, and high efficiency. They are extensively used in electric vehicles, consumer electronics, and energy storage systems. The increasing demand for electric vehicles and portable electronic devices is driving the growth of the lithium-ion battery market, resulting in substantial revenue generation. Additionally, advancements in lithium-ion battery technology, such as the development of solid-state lithium-ion batteries, are further propelling their market growth. On the other hand, while lithium-sulfur batteries and solid-state batteries hold promise for next-generation energy storage, they currently face challenges such as limited cycle life and manufacturing complexities. Despite these challenges, ongoing research and development efforts are focused on overcoming these limitations and improving their performance. As a result, lithium-sulfur and solid-state batteries are expected to experience significant growth in the coming years, contributing to the overall market expansion. Other types of next-generation batteries such as nickel-cadmium, magnesium-ion, ultra-capacitors, metal-air, and nickel metal hydride batteries also have their unique applications and advantages. However, their market growth and revenue potential are comparatively lower than lithium-ion batteries, mainly due to factors such as lower energy density, limited cycle life, or challenges related to manufacturing, safety, and cost-effectiveness. Nevertheless, ongoing research and technological advancements in these battery types may pave the way for future growth opportunities and broader market adoption.
The transportation segment held the highest revenue in 2022 and is expected to exhibit the highest CAGR during the forecast period of 2023 to 2031 in the next-generation batteries market. The increasing demand for electric vehicles (EVs) is a major driver for the growth of this segment. Next-generation batteries, particularly lithium-ion batteries, are extensively used in EVs due to their high energy density, longer driving ranges, and shorter charging times compared to conventional batteries. The transition towards sustainable transportation and the implementation of strict emission regulations worldwide are propelling the adoption of EVs, thereby driving the demand for next-generation batteries. Additionally, the energy storage segment is also witnessing significant growth, driven by the need for efficient energy storage systems in renewable energy integration and grid stability. Next-generation batteries, such as lithium-sulfur and solid-state batteries, are being increasingly utilized in renewable energy storage projects to store excess energy and release it during peak demand. Moreover, the consumer electronics segment has been a key end-use sector for next-generation batteries, driven by the demand for high-performance and long-lasting batteries in smartphones, laptops, tablets, and wearable devices. While the industrial segment encompasses various applications such as robotics, aerospace, and marine, it currently holds a lower market share compared to transportation, energy storage, and consumer electronics. However, ongoing advancements in battery technology and increasing applications in industrial sectors are expected to drive growth in the coming years. Other sectors, including medical devices, defense, and telecommunications, fall under the "Others" category and have their unique applications for next-generation batteries. Although they may not contribute significantly to the overall market revenue, they present niche opportunities for specialized battery solutions.
North America held the highest revenue percentage in the market in 2022, primarily driven by factors such as the presence of major electric vehicle manufacturers, growing investments in renewable energy projects, and supportive government policies promoting clean energy initiatives. The region has witnessed significant advancements in battery technologies, with a focus on the development of solid-state batteries and lithium-sulfur batteries. On the other hand, the Asia Pacific region is expected to exhibit the highest CAGR during the forecast period of 2023 to 2031 in the next-generation batteries market. Factors contributing to this growth include the rapid expansion of the electric vehicle market, increasing renewable energy integration, and government initiatives to reduce greenhouse gas emissions. Countries like China, Japan, and South Korea are investing heavily in research and development, manufacturing capabilities, and infrastructure for next-generation batteries. China, in particular, has become a major hub for battery production and EV adoption, supported by favorablegovernment policies and incentives. Europe is also a significant market for next-generation batteries, driven by stringent emission regulations, the growing focus on clean energy, and the increasing adoption of electric vehicles. The European Union has set ambitious targets for EV market penetration, stimulating demand for advanced battery technologies. The region has seen collaborations between automakers, battery manufacturers, and research institutions to develop and commercialize next-generation batteries. Additionally, countries like Germany, Sweden, and the Netherlands have made significant investments in renewable energy storage projects, further boosting the demand for advanced energy storage solutions.
The next-generation batteries market is fiercely competitive, with leading players such as Tesla, Samsung SDI, Panasonic, LG Chem, CATL, Ambri Inc., Contemporary Amperex Technology Co Ltd., GS Yuasa Corporation, Ilika PLC, Johnson Matthey PLC, Mitsubishi Chemical Corporation, PolyPlus Battery Co Inc., ProLogium Technology, Sion Power Corporation, TotalEnergies SE, Amperex Technology driving innovation and market growth. The market is characterized by intense research and development activities, strategic partnerships, and technological advancements aimed at improving battery performance, safety, and cost-effectiveness. Companies are heavily investing in R&D activities to develop new materials, improve battery performance, and overcome challenges related to energy density, cycle life, and manufacturing processes. Strategic partnerships with automakers, energy companies, and research institutions are common in the next-generation batteries market. These collaborations aim to leverage combined expertise and resources to accelerate the innovation and commercialization of advanced battery technologies. Key players are expanding their manufacturing capabilities to meet the growing demand for next-generation batteries. This involves establishing new production facilities and scaling up existing ones to achieve economies of scale and cost reductions. Companies are emphasizing the development of sustainable and safe battery technologies. This includes efforts to improve the recyclability of batteries, reduce reliance on rare or hazardous materials, and enhance safety features to prevent incidents such as thermal runaways.
This study report represents analysis of each segment from 2021 to 2031 considering 2022 as the base year. Compounded Annual Growth Rate (CAGR) for each of the respective segments estimated for the forecast period of 2023 to 2031.
The current report comprises of quantitative market estimations for each micro market for every geographical region and qualitative market analysis such as micro and macro environment analysis, market trends, competitive intelligence, segment analysis, porters five force model, top winning strategies, top investment markets, emerging trends and technological analysis, case studies, strategic conclusions and recommendations and other key market insights.
The complete research study was conducted in three phases, namely: secondary research, primary research, and expert panel review. key data point that enables the estimation ofNext-Generation Batteries market are as follows:
Micro and macro environment factors that are currently influencing the Next-Generation Batteries market and their expected impact during the forecast period.
Market forecast was performed through proprietary software that analyzes various qualitative and quantitative factors. Growth rate and CAGR were estimated through intensive secondary and primary research. Data triangulation across various data points provides accuracy across various analyzed market segments in the report. Application of both top down and bottom-up approach for validation of market estimation assures logical, methodical and mathematical consistency of the quantitative data.
FIG. 9Market Positioning of Key Next-Generation Batteries Market Players, 2022
FIG. 10Global Next-Generation Batteries Market - Tier Analysis - Percentage of Revenues by Tier Level, 2022 Versus 2031