2024-2030 年電動車固態電池的成長機會

Growth Opportunities in Solid-state Batteries in Electric Vehicles, 2024-2030

出版日期: 2024年12月06日 | 出版商:

Frost & Sullivan | 英文 57 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

永續電動車電源解決方案的技術進步、市場趨勢和未來藍圖

固態電池（SSB）憑藉著創新材料、先進製造技術和戰略合作夥伴關係，代表了電池技術的革命性飛躍。研發方面的合作以及戰略夥伴關係關係正在加速商業化進程，預計將對全球電動車市場產生重大影響。

本研究摘要了SSB 在更廣泛的電動車 (EV) 背景下的潛力、特徵和障礙。除了概述 SSB 技術的演變和進步外，我們還討論了新材料開發如何實現商業化、創造機會和塑造全球電動車格局。 SSB 比鋰離子 (Li-ion) 電池對環境的影響更低，同時高功率，製造成本更低。此外，它具有成本效益高、能量密度高、重量輕等優點。

儘管有這些因素推動了SSB的採用，但該領域仍存在重大的技術和工程瓶頸，一些聚烯-乙烯產品的溫度控管已成為大規模生產的主要障礙之一。廣泛的成本分析表明，SSB 具有高水準的安全性和能源效率。然而，我們預計未來成本將會下降，使 SSB 成為更具吸引力的價值提案。

該研究也強調了豐田、大眾和現代等主要企業之間的重要合併和聯盟。這種合作對於推動 SSB 的發展並充分發揮其在下一代電動車應用中的潛力至關重要。這些合作夥伴關係支援電池性能，以提高車輛續航里程和充電速度。

由於專利活動和OEM)財務投資的活性化，全球 SSB 市場預計將呈指數級成長。隨著電池化學的進步和整合製造群的出現，SSB 對於將電動車推向下一階段至關重要。這一轉變進一步凸顯了競爭格局，不穩定的汽車製造商和新興的汽車製造商都在爭奪先進電池技術的主導地位。

單邊帶的發展
電動車中單邊帶的主要採用趨勢
單邊帶技術開發的主要挑戰
SSB 在電動車領域的優勢
採用 SSB 實現電動車面臨的挑戰
鋰離子電池與SSB的比較
SSB成本計算
未來SSB成本計算
SSB合併
SSB 在電動車領域的主要價值提案
不斷發展的電池化學技術藍圖
SSB製造群
單邊帶技術和密度
主要OEM採用 SSB
OEM採用現有化學和未來化學的比較
電池能源系統中的能源：按設備分類（2023 年）
SSB全球市場規模（2018-2030）

專利活動

按地區分類的 SSB 專利活動
SSB專利活動的競爭格局

SSB公司

QuantumScape
Solid Power
Blue Solutions
Contemporary Amperex Technologuy Co., Limited（CATL）

成長機會領域

成長機會1：量產推動SSB技術的實施
成長機會2：研發的優先領域
成長機會3：監管和標準化的重點領域

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: MH55-45

Technological Advancements, Market Trends, and Future Roadmap for Sustainable EV Power Solutions

Solid-state batteries (SSBs) represent a transformative leap in battery technology, relying on innovative materials, advanced manufacturing, and strategic collaborations. Concerted efforts in R&D and strategic partnerships are accelerating the path toward commercialization, promising a significant impact on the global EV market.

This study summarizes the specialties and obstacles and highlights the potential SSBs wield in the broader context of electric vehicles (EVs). In addition to outlining the evolution and advances in SSB technology, it discusses how new materials development enables commercialization, creates opportunities, and structures the global EV landscape. SSBs have a lower environmental impact than lithium-ion (Li-ion) batteries while offering higher power and lower manufacturing costs. In addition, they are more cost-effective, energy-dense, and weigh less.

Despite these factors driving the adoption of SSBs, the segment has significant technological and engineering bottlenecks, with thermal management of some polyolefins-ethylene products as one of the main barriers inhibiting mass production. Extensive cost analysis suggests that SSBs deliver a high level of safety and energy efficiency; however, manufacturing costs remain high because of shell material prices. Nonetheless, costs are expected to fall in the future, making SSBs a more compelling value proposition.

The study also covers important mergers and partnerships among major players, including Toyota, Volkswagen, and Hyundai. Such collaborations are key in advancing the development of SSBs and realizing their full potential for next-gen EV use. These partnerships champion battery performance for improved vehicle range and charging speeds.

The global SSB market is poised to experience exponential growth heightened by growing patent activity and financial investments from OEMs. While battery chemistries move forward and consolidated manufacturing clusters emerge, SSBs will become indispensable to moving electric mobility to the next stage. This transition further highlights the competitive landscape, with legacy automakers and upstarts jockeying for dominance in advanced battery technology.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative™
The Impact of the Top 3 Strategic Imperatives on the Solid-state Battery (SSB) Market