E2W（電動二輪車）電池化學的策略分析與成長機會

E2W（電動二輪車）產業目前以鋰離子電池為主，但隨著電池技術的快速發展，鈉離子和固態電池等先進的電池化學材料正變得更具成本效益和性能。

隨著電動車產業的發展形勢，電池化學和技術的成本、性能、安全性和耐用性的重要性也隨之增強。在電動車中， E2W領域是全球成長最快的， E2W電池化學的創新預計將影響車輛的成本和性能，加速E2W 的普及。

最常用的E2W電池是鉛酸電池和鋰離子電池。先進的電池化學材料，例如鈉離子電池和固態電池，也由世界各地的E2W產業相關人員進行開發和研究。

在這份分析中，Frost & Sullivan 探討了目前E2W中使用的電池化學、其性能特徵、對車輛性能的影響、當前電池趨勢和技術、開發中的先進電池以及調查的電動車相關人員的成長機會。

調查目標區域遍及全球。研究期間為2021-2030年，其中2023年為基準年，2024-2030年為預測期。

目錄

E2W產業的電池化學轉型

• 為什麼成長越來越困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務對E2W電池化學的影響

成長環境

生態系統

• 分析範圍
• 主要競爭對手

成長要素

• 生長促進因子
• 成長抑制因素

E2W電池化學

• 電池化學：定義與成分
• 電池化學對於E2W電池的重要性
• E2W的關鍵電池化學類型

鉛酸蓄電池

• 性能特點
• 的優點和缺點
• E2W鉛酸電池主要企業
• 監管狀況

鋰離子電池

• 鋰離子電池化學材料性能比較
• E2W使用的鋰電池類型
• NMC電池：性能特點
• NMC電池：優點與缺點
• 磷酸鐵鋰電池：性能特點
• LFP電池：優點與缺點
• E2W電池：主要鋰離子電池製造商
• 鋰離子電池的監管現狀
• 全球主要鋰離子電池廠商近期投資動向
• 案例研究：鋰離子電池 - Enevate Corp

新興電池化學

• 鈉離子電池：性能特點
• 鈉離子電池：優點和缺點
• 鈉離子電池：主要企業
• E2W OEM鈉離子電池重大計劃
• 案例研究：鈉離子電池 - Huayu New Energy
• 固態電池：性能特點
• 固態電池：優點與缺點
• 固態電池主要企業
• 固態電池E2WOEM主要計劃
• 案例研究：固態電池- ProLogium Technology

E2W電池化學：創新技術與趨勢

• E2W電池技術
• E2W電池化學趨勢

成長機會宇宙

• 成長機會1：Gigafactory的建立
• 成長機會2：擴大電池回收基礎設施
• 成長機會3：E2W電池二次使用案例的增加

最佳實踐認識

Frost Radar

下一步

While Lithium-ion Batteries Currently Dominate the E2W Industry, with Rapidly Evolving Battery Technologies, Advanced Battery Chemistries such as Sodium-ion and Solid-state Hold Potential in Cost-effectiveness and Performance

As the electric vehicle (EV) industry gathers momentum, the importance of cost, performance, safety, and durability of battery chemistry and technology also increases. Among EVs, the electric two-wheeler (E2W) space is the fastest growing worldwide, with innovations in battery chemistry for E2Ws expected to impact vehicle cost and performance, thus accelerating its adoption.

Lead acid and lithium-ion battery chemistries are the most used in E2Ws. Advanced battery chemistries like sodium-ion and solid-state are also in development and under exploration by E2W industry participants globally.

In this analysis, Frost & Sullivan explores current battery chemistries used for E2Ws, their performance characteristics, and their impact on vehicle performance; current battery trends and technologies; advanced batteries under development; and growth opportunities for EV stakeholders.

The geographic coverage is global. The study period is 2021-2030, with 2023 as the base year and 2024-2030 as the forecast period.

Table of Contents

Transformation in Battery Chemistries for the Electric Two-wheeler Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Battery Chemistries for the Electric Two-wheeler Industry

Growth Environment

• Battery Chemistries for E2Ws: Key Takeaways
• Battery Technology Roadmap
• E2W Battery Evolution
• Comparison of Key Battery Chemistries in E2Ws
• Energy Density vs. Cycle Life of Battery Chemistry
• Cost Comparison of Raw Material
• Lithium-ion Battery Pack Price Analysis
• Current Global Supply of Lithium-ion Batteries/Cells for Key E2W OEMs
• OEM Adoption of Current vs Future Battery Chemistries
• E2W OEMs' Engagement in Battery Technologies by Region
• Key E2W OEMs: List of Their Battery Manufacturers and Investments/Partnerships
• Battery Chemistries Used by Providers of Global Battery Swapping Solutions
• Global Lithium-ion Battery Manufacturers Diversifying into New Chemistries for EVs
• Analysis of Lithium-ion Battery Manufacturers Diversifying to New Chemistries
• Key Existing and Emerging Global Lithium-ion Battery Manufacturing Facilities
• Risk Assessment of Battery/Cell Production Based on Chemistries
• Existing Battery Chemistry Comparison Across Key E2W Models
• Regional Bifurcation of Existing Battery Chemistries for E2W

Ecosystem

• Scope of Analysis
• Key Competitors

Growth Generator

• Growth Drivers
• Growth Restraints

Battery Chemistries for E2Ws

• Battery Chemistry: Definition & Components
• Importance of Battery Chemistries in E2W Battery
• Types of Key Battery Chemistries for E2Ws

Lead-acid Batteries

• Performance Characteristics
• Pros and Cons
• Top Players for Lead-acid Batteries in E2Ws
• Regulatory Landscape

Lithium-ion Batteries

• Performance Comparison of Lithium-ion Battery Chemistry Materials
• Types of Lithium Batteries that E2Ws Use
• NMC Battery: Performance Characteristics
• NMC Battery: Pros and Cons
• LFP Battery: Performance Characteristics
• LFP Battery: Pros and Cons
• E2W Batteries: Selected Lithium-ion Cell Manufacturers
• Regulatory Landscape for Lithium-ion Batteries
• Recent Investments by Key Global Lithium-ion Battery Manufacturers
• Case Study: Lithium-ion Battery-Enevate Corp

Emerging Battery Chemistries

• Sodium-ion Battery: Performance Characteristics
• Sodium-ion Battery: Pros and Cons
• Top Players for Sodium-ion Battery
• Key Projects by E2W OEMs in Sodium-ion Batteries
• Case Study: Sodium-ion Battery-Huayu New Energy Technology
• Solid-state Battery: Performance Characteristics
• Solid-state Battery: Pros and Cons
• Top Players for Solid-state Battery
• Key Projects by E2W OEMs for Solid-state Batteries
• Case Study: Solid-state Battery-ProLogium Technology

E2W Battery Chemistries: Innovative Technologies & Trends

• Battery Technologies for E2Ws
• Battery Chemistry Trends for E2Ws

Growth Opportunity Universe

• Growth Opportunity 1: Set Up Gigafactories
• Growth Opportunity 2: Expand Battery Recycling Infrastructure
• Growth Opportunity 3: Increase Second-life Use Cases for Electric Two-wheeler Batteries

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer