電動車電池的演變：到 2030 年按電池類型的預測

Evolution of EV Batteries by Cell Type (Prismatic, Pouch, Cylindrical), Forecast to 2030

出版日期: 2024年10月24日 | 出版商:

Frost & Sullivan | 英文 62 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

到 2030 年，方形電動車電池將經歷革命性的成長。由於固態電池的普及，軟包電池預計將受到歡迎。

隨著電動車的快速普及和環境法規的收緊，全球對電動車（EV）電池的需求迅速增加。為了適應這一點，電池格式、化學成分和結構設計的進步正在引發產業變革時期。圓柱形、稜形和軟包電池類型各有其優勢，正在爭奪市場主導。鋰離子技術的創新以及新的固態和替代化學物質正在改變遊戲規則。隨著對更高能量密度、更快充電和更高安全性的需求的加速，電動車電池產業正在經歷重大變革。

目前，方形電池因其高能量密度、高效封裝和有效的溫度控管而處於行業領先地位，成為製造商的首選。然而，圓柱形和袋狀形狀在某些應用中越來越受歡迎。中國仍然是電動車電池的主要市場和生產國，主要製造商包括寧德時代、比亞迪和中航鋰電等。同時，三星SDI、LG能源和Panasonic等韓國企業也是著名的產業參與者。

以高能量密度和安全性為重點的電池投資正在推動創新，預計到 2030 年將採用新化學物質、先進的電池組設計以及替代陰極和陽極材料。

Frost & Sullivan 的這項研究對電池格式、其演變以及到 2030 年的需求預測進行了詳細分析。該研究包括對主要OEM長期以來的格式偏好的詳細分析以及對未來趨勢的預測。它還涵蓋過去四年的區域電池部署（GWh）、主要供應商的電池格式產品以及三種電池格式的未來預測。

特斯拉：汽車電池的演變
梅賽德斯-奔馳：汽車電池的演變
NIO：汽車電池的演變
福特：汽車電池的演變
奧迪：汽車電池的演變
現代：汽車電池的演變
豐田：汽車電池的演變
通用汽車：汽車電池的演變
小鵬汽車：汽車電池的演化
BMW：汽車電池的演變

成長機會領域

成長機會一：多細胞格式策略
成長機會2：多種細胞化學策略
成長機會3：建立技術不可知的超級工廠

附錄與後續步驟

成長機會的好處和影響
下一步
附件清單
免責聲明

簡介目錄

Product Code: MH7E-45

Prismatic EV Batteries will Experience Transformational Growth by 2030. Pouch Cells will Gain Popularity, Driven by the Growing Adoption of Solid-state Batteries.

Global demand for electric vehicle (EV) batteries is surging, driven by the rapid growth of EVs and the increasingly stringent environmental regulations. In response, the industry is experiencing a transformative shift, with advancements in battery formats, chemistries, and structural designs. Cylindrical, prismatic, and pouch cells-each with unique advantages-compete for market leadership. Innovations in lithium-ion technology, alongside emerging solid-state and alternative chemistries, are reshaping the landscape. As the drive for higher energy density, faster charging, and enhanced safety accelerates, the EV batteries industry is set for significant evolution.

Currently, prismatic cells lead the industry due to their high energy density, efficient packaging, and effective thermal management, making them a preferred choice among manufacturers. However, cylindrical and pouch formats are gaining traction in specific applications. China remains the dominant market and producer of EV batteries, with major manufacturers such as CATL, BYD, and CALB. Meanwhile, companies from South Korea, including Samsung SDI, LG Energy, and Panasonic, are also influential industry participants.

Investments in high energy density and safety-focused batteries are driving innovation, with expectations for the industry to adopt new chemistries, advanced battery pack designs, and alternative cathode and anode materials by 2030.

This Frost & Sullivan study provides an in-depth analysis of battery formats and their evolution, along with their anticipated demand through 2030. It includes a detailed analysis of format preferences among key OEMs over the years and forecasts future trends. The study also covers regional battery installations in GWh over the past 4 years, leading suppliers' cell format offerings, and future expectations for the 3 cell formats.