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市場調查報告書
商品編碼
1190665
電動自行車電池組市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)E-Bike Battery Pack Market - Growth, Trends, and Forecast (2023 - 2028) |
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電動自行車電池組市場價值 87.4 億美元，預計未來五年復合年增長率為 13.33%。
2020 年，受 COVID-19 疫情影響，電動自行車電池組市場全球需求穩步下滑。 世界各國政府都宣布了嚴格的政策和監管框架，以降低感染率。 但在微觀世界中，這股熱潮對電動自行車的銷售產生了積極影響。 健康問題的增加導致電動自行車的銷量增加。 例如：
主要亮點
- 2020 年德國售出了約 195 萬輛電動自行車，高於 2019 年的 136 萬輛。
電機和電池是電動自行車的兩個重要部件。 選擇合適的電池組在購買電動自行車時起著重要作用。 電池也是電動自行車最昂貴的部件。 目前有 24V、36V、48V、52V 和 72V 電池可供電動自行車使用。
大多數合法的電動自行車套件使用 36V 電池，更強大的電機可能使用 48V 甚至 52V 電池。 非常高性能的電動自行車的電壓可以超過 72V。
從長遠來看，由於電動自行車銷量的增加、電動自行車共享服務的增加、政府促進電動交通的舉措以及新車型的推出，電動自行車電池組的銷量將保持強勁電池組，有望取得進展。
主要製造商都在推出新產品以滿足不斷增長的電動自行車電池組市場並獲得更多市場份額。 例如
主要亮點
- 2022 年 7 月，Appear Inc. 推出了用於電動自行車、電動滑板車和智能電動車的新型石墨烯電池組，額定電壓為 36V、48V、60V、64V 和 72V。
- 2022 年 7 月，英國電動自行車改裝公司 Swytch 推出了一款新的電動自行車改裝套件。
按地區劃分，亞太地區預計將成為最大的電動自行車電池組市場。 其原因包括電動自行車的普及、許多大城市提供電動自行車共享服務、快速城市化、日益嚴重的交通擁堵和車輛污染、電池 OEM 的大量存在、最後一英裡交付應用的電子商務和食品 一個例子是送貨公司擴大使用電動自行車。
由於電動自行車銷量的增長、公眾健康意識的提高以及使用電動自行車進行登山等冒險活動的趨勢不斷增強，歐洲預計將成為電動自行車電池組的下一個最大市場。它有到過。
這些因素的結合預計將推動電動自行車電池組市場的顯著增長。
主要市場趨勢
鋰離子電池需求擴大
預計 2021 年至 2023 年將售出超過 1.3 億輛電動自行車（使用所有電池技術）。 到2023年，全球電動自行車銷量預計將超過4000萬輛。 每年售出的大多數電動自行車都使用重型鉛酸電池。 配備鋰離子電池的電動自行車的比例在 2021 年約為 25%，預計在預測期內將超過 60%，全球銷量的約五分之二將是配備鋰離子電池的電動自行車電池。這是可能的。
電動自行車配備高效電機和最大容量的內置電池。 儘管如此，在長途駕駛方面的需求仍未得到滿足。 為應對這一挑戰，市場上出現了更多用於電動自行車的增程器，因此騎自行車的人不必擔心電池的健康狀況。 例如：
- 2022 年 2 月，Priority Bicycles 為其“當前”電動自行車系列推出了增程器。 Range Extender 是一塊 500kWh 的電池，可將自行車的標準續航裡程增加一倍，達到 64km，或在低功率下使用時達到 80km。
迄今為止，電動自行車的電池主要由老牌玩家生產，但許多中小企業也在創新，製造更耐用的電池，以在競爭激烈的市場中競爭。我開始使用方法。
主要參與者正在努力通過推出新電池來提高整體電池續航裡程和性能。 例如：
- 2022 年 9 月，博世推出了全新的賽車驅動系統：Bosch Performance Line CX Race Limited Edition。 競速模式支持高達 400% 的騎手動力，讓騎手獲得更快的速度。
- 2022 年 9 月，雅馬哈汽車推出了扭矩為 75 牛米的更新版雅馬哈 PW 系列 S2 驅動單元。 與上一代電機“PW-ST”相比，扭矩增加了7%，重量減輕了16%，體積減少了20%。
因此，上述因素預計將在未來五年推動電動自行車電池組市場。
預計亞太地區將佔據主要市場份額
到 2021 年，亞太地區將成為最大的電動自行車電池組市場。 2018-2020 年，中國將貢獻超過 50% 的亞太電動自行車電池組市場份額，原因是由於國內交通擁堵和車輛污染加劇，電動自行車的高消費量。
中國是電動自行車和電動自行車零部件（尤其是電池）的全球市場領導者。 市場參與者不斷投資於研發和生產能力，以在競爭中保持領先地位。 例如，現代新能源科技、天能電池和深圳拓邦正在擴建LFP（磷酸鐵鋰）電池生產線，主要用於電動自行車應用。
COVID-19 的爆發導致中國對電動自行車的需求激增。 MaaS（移動即服務）的概念在中國無處不在，美團旗下的摩拜單車等共享單車公司將在 2021 年在道路上部署多輛電動自行車，以滿足不斷增長的需求。 共享單車公司與電池製造商合作，在專用售貨亭更換沒電或有缺陷的電池。 還正在投資加強充電基礎設施，並且通過利用人工智能等技術，可以實現更準確的需求預測。
此外，日本仍是亞太地區第二個預計對電動自行車電池組有需求的國家。 該國市場增長的主要驅動力是各年齡段客戶群的擴大和電動運動自行車的普及。
因此，亞太地區有望繼續成為全球最大的電動自行車電池組市場。
競爭格局
電動自行車電池組市場整合鬆散，主要參與者佔據了大部分份額。 主要參與者包括博世、Liv Cycling (EnergyPak)、松下、三星 SDI 和 Shinamo Inc。 這些公司通過新產品發布、合資、併購等方式擴大業務活動，鞏固市場地位。 例如：
- 2022 年 9 月，美國電動自行車公司 Optibike 推出了一款功率重量比世界最高的 2500 瓦電動自行車電機。
- 2022 年 7 月，ZappBatt 與東芝簽署合作協議，使用 ZappBatt 專有的人工智能軟件和東芝的鋰鈦氧化物 (LTO) 電池開髮長壽命電動自行車電池。我們已成功將鋰鈦氧化物轉變為更快、更智能的電池和更具成本效益的電池系統。
其他福利。
- Excel 格式的市場預測 (ME) 表
- 三個月的分析師支持
內容
第1章介紹
- 調查先決條件
- 調查範圍
第2章研究方法論
第 3 章執行摘要
第4章市場動態
- 市場驅動因素
- 市場製約因素
- 波特的五力分析
- 新進入者的威脅
- 買方/消費者議價能力
- 供應商的議價能力
- 替代品的威脅
- 競爭公司之間的敵對關係
第 5 章市場細分
- 電池類型
- 鋰離子電池
- 鉛蓄電池
- 其他電池類型
- 電池組位置類型
- 後載體
- 下管
- 在框架中
- 地區
- 北美
- 美國
- 加拿大
- 墨西哥
- 其他北美地區
- 歐洲
- 英國
- 德國
- 法國
- 意大利
- 其他歐洲地區
- 亞太地區
- 中國
- 印度
- 日本
- 韓國
- 其他亞太地區
- 中東和非洲
- 南非
- 阿拉伯聯合酋長國
- 沙特阿拉伯
- 埃及
- 其他中東地區
- 南美洲地區
- 巴西
- 阿根廷
- 其他南美洲
- 北美
第6章競爭格局
- 供應商市場份額
- 公司簡介
- E-bike Battery Pack Manufacturers
- Samsung SDI Co. Ltd
- Yamaha Corporation
- Yoku Energy（Zhangzhou）Co. Ltd
- Kingbo Power Technology Co. Limited
- Liv Cycling
- Shimano Inc.
- Panasonic Industry Europe GmbH
- BMZ GmbH
- Mahle GmbH
- Varta AG
- Johnson Matthey
- Solaremobility（Fotona Mobility）
- Enerpower
- E-bike Manufacturers
- Giant Bicycles Co. Ltd
- Merida Industry Co. Ltd
- Riese & Muller
- Fritzmeier Systems GmbH & Co. KG（M1 Sporttechnik）
- Yamaha Bicycles
- Trek Bikes
- Cannondale Bicycle Corporation
- PON Bicycle Holding BV
- VanMoof BV
- Coboc
- Ampler Bikes
- Cowboy
- Desiknio
- Accell Group NV
- Cycle Europe AB
- Decathlon SA
- Cross Ltd
- Multicycle（Kross SA）
- ZEG
- Prophete GmbH u. Co. KG
- MarkenTechnikService GmbH（MTS）Group（Merger of Inter-Union Technohandel GmbH and SPA SystemPartner GmbH & Co. KG）
- Specialized Bicycle Components Inc.
- Manufacture Francaise du Cycle（MFC）
- Scott Sports
- Cube GmbH & Co. KG
- E-bike Battery Pack Manufacturers
第7章 市場機會與今後動向
The e-bike battery pack market is valued at USD 8.74 billion, and it is expected to record a CAGR of 13.33% over the next five years.
In 2020, the e-bike battery pack market witnessed a steady downfall in global demand due to the COVID-19 outbreak. Governments across the nations issued strict policies and regulatory frameworks to lower infection rates. However, on a microscale, the pandemic had a positive impact on electric bike sales. The growing health concerns resulted in more sales of e-bikes. For instance,
Key Highlights
- In 2020, about 1.95 million e-bikes were sold in Germany, up from 1.36 million in 2019.
The motor and battery are the two key components of an e-bike. Choosing the right battery pack plays a crucial role in purchasing an e-bike. The battery is also the costliest component of an e-bike. Currently, there are 24V, 36V, 48V, 52V, and 72V batteries available for e-bike applications.
Most legal electric bike kits use a 36V battery, and the more powerful motors may use a 48V or even a 52V battery. For very high-performance e-bikes, voltages can go up to 72V and beyond.
Over the long term, growing e-bike sales, a rise in e-bike sharing services, government initiatives to promote electromobility, and new launches of battery packs are expected to result in healthy sales of e-bike battery packs.
Key players are launching new products to address the growing market for e-bike battery packs and gain more market share. For instance,
Key Highlights
- In July 2022, Appear Inc. launched new graphene battery packs in 36V, 48V, 60V, 64V, and 72V ratings for E-Bikes, E-Scooters, and Pedelecs.
- In July 2022, United Kingdom-based e-bike conversion company Swytch launched its new e-bike conversion kit.
Geographically, Asia-Pacific was predicted to be the largest market for e-bike battery packs due to the widespread adoption of e-bikes, many major cities offering e-bike sharing services, rapid urbanization, growing traffic congestion and vehicular pollution, the large presence of battery OEMs, and growing usage of e-bikes by E-commerce and food delivery companies for last-mile delivery applications.
Europe is predicted to be the next biggest market for e-bike battery packs due to the rising sales of e-bikes, growing health consciousness amongst the general population, and the growing tendency to use e-bikes for adventure activities like mountaineering.
Thus, the confluence of the aforementioned factors is expected to produce significant growth in the e-bike battery pack market.
Key Market Trends
Growing Demand for Lithium-ion Batteries
It is anticipated that, between 2021 and 2023, more than 130 million e-bikes (using all battery technologies) will be sold. In 2023, e-bike sales are expected to top 40 million units worldwide. The majority of the e-bikes sold each year used heavy lead-acid batteries. Over the forecast period, about two-fifths of all e-bikes sold globally are anticipated to feature lithium-ion batteries, with the proportion of lithium-ion batteries-powered e-bikes starting at about 25% in 2021 and rising to more than 60% during the forecast period.
E-bikes have efficient motors and the largest integrated batteries. Even then, for longer rides, the demand is unmet. To address this challenge, an additional e-bike range extender is being launched in the market so that the biker does not have to worry about the battery status. For instance,
- In February 2022, Priority Bicycles launched a range extender for its Current range of e-bikes. The range extender is a 500 kWh battery and will double the bike's standard range to 64 kilometers and 80 kilometers if used on lower power.
Although e-bikes batteries were produced mainly by established players in the past, many small and medium companies have also started using innovative methods to create more durable batteries to compete in the highly competitive market.
Key players are working to enhance the overall range and performance of the battery by launching new batteries. For instance,
- In September 2022, Bosch released its new race-oriented drive system, the Bosch Performance Line CX Race Limited Edition. In Race mode, the new system will have up to 400% support of the rider's power, meaning riders can get up to speed faster.
- In September 2022, Yamaha Bicycles launched the updated Yamaha PW series S2 drive unit with 75 Nm torque. The new motor offers 7% more torque, 16% weight reduction, and 20% less volume than the previous generation PW-ST motor.
Thus, the aforementioned factors are projected to propel the market for e-bike battery packs market over the next five years.
Asia-Pacific to Hold Major Market Share
In 2021, Asia-Pacific was the largest market for e-bike battery packs. China has contributed to more than 50% of the Asia-Pacific e-bike battery pack market during 2018-2020, owing to its high consumption of electric bikes, to tackle heavy traffic conditions and growing vehicle pollution in the country.
China is the global market leader for e-bikes and e-bike components, especially the battery. The players in the market are constantly investing in R&D capabilities and production capacities to stay ahead of the competition. For instance, Contemporary Amperex Technology, Tianneng Battery, and Shenzhen Topband are adding extra production lines for LFP (lithium iron phosphate) batteries, majorly for e-bicycle applications.
The COVID-19 outbreak led to a sharp rise in the demand for electric bikes in China. The MaaS or mobility-as-a-service concept is gaining traction in China, and bike-sharing players such as Meituan's Mobike put several electric bikes on roads to cater to the rising demand in 2021. Bike-sharing companies are collaborating with battery makers to swap discharged and faulty batteries at dedicated kiosks. Investments are being made to strengthen charging infrastructure, and the use of technology such as artificial intelligence is helping predict demand more precisely.
In addition, Japan remained the second most potential country for e-bike battery packs in the Asia-Pacific region. Major factors driving the growth of the market in the country are the expanding customer base across all age groups and the penetration of electric sports bicycles.
Thus, Asia-Pacific is anticipated to remain the largest market for e-bike battery packs in the world due to the above factors.
Competitive Landscape
The e-bike battery pack market is moderately consolidated, with major players holding most of the market share. Some of the major players include Bosch, Liv Cycling (EnergyPak), Panasonic, Samsung SDI, and Shinamo Inc. These companies are engaging in new product launches, joint ventures, and mergers and acquisitions to expand their business activities and cement their market position. For instance,
- In September 2022, the US-based e-bike company Optibike launched a 2,500W electric bicycle motor that claims to have the highest power-to-weight ratio in the world.
- In July 2022, ZappBatt and Toshiba signed a partnership agreement to develop long-lasting e-bike batteries using ZappBatt's proprietary AI software and Toshiba's lithium titanium oxide (LTO) battery cells, which will make lithium titanium oxide to be faster, smarter, and more cost-effective battery system.
Additional Benefits:
- The market estimate (ME) sheet in Excel format
- 3 months of analyst support
TABLE OF CONTENTS
1 INTRODUCTION
- 1.1 Study Assumptions
- 1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET DYNAMICS
- 4.1 Market Drivers
- 4.2 Market Restraints
- 4.3 Porter's Five Forces Analysis
- 4.3.1 Threat of New Entrants
- 4.3.2 Bargaining Power of Buyers/Consumers
- 4.3.3 Bargaining Power of Suppliers
- 4.3.4 Threat of Substitute Products
- 4.3.5 Intensity of Competitive Rivalry
5 MARKET SEGMENTATION
- 5.1 Battery Type
- 5.1.1 Lithium-ion Battery
- 5.1.2 Lead Acid Battery
- 5.1.3 Other Battery Types
- 5.2 Battery Pack Position Type
- 5.2.1 Rear Carrier
- 5.2.2 Down Tube
- 5.2.3 In Frame
- 5.3 Geography
- 5.3.1 North America
- 5.3.1.1 United States
- 5.3.1.2 Canada
- 5.3.1.3 Mexico
- 5.3.1.4 Rest of North America
- 5.3.2 Europe
- 5.3.2.1 United Kingdom
- 5.3.2.2 Germany
- 5.3.2.3 France
- 5.3.2.4 Italy
- 5.3.2.5 Rest of Europe
- 5.3.3 Asia-Pacific
- 5.3.3.1 China
- 5.3.3.2 India
- 5.3.3.3 Japan
- 5.3.3.4 South Korea
- 5.3.3.5 Rest of Asia-Pacific
- 5.3.4 Middle East and Africa
- 5.3.4.1 South Africa
- 5.3.4.2 United Arab Emirates
- 5.3.4.3 Saudi Arabia
- 5.3.4.4 Egypt
- 5.3.4.5 Rest of Middle East and Africa
- 5.3.5 South America
- 5.3.5.1 Brazil
- 5.3.5.2 Argentina
- 5.3.5.3 Rest of South America
- 5.3.1 North America
6 COMPETITIVE LANDSCAPE
- 6.1 Vendor Market Share
- 6.2 Company Profiles*
- 6.2.1 E-bike Battery Pack Manufacturers
- 6.2.1.1 Samsung SDI Co. Ltd
- 6.2.1.2 Yamaha Corporation
- 6.2.1.3 Yoku Energy (Zhangzhou) Co. Ltd
- 6.2.1.4 Kingbo Power Technology Co. Limited
- 6.2.1.5 Liv Cycling
- 6.2.1.6 Shimano Inc.
- 6.2.1.7 Panasonic Industry Europe GmbH
- 6.2.1.8 BMZ GmbH
- 6.2.1.9 Mahle GmbH
- 6.2.1.10 Varta AG
- 6.2.1.11 Johnson Matthey
- 6.2.1.12 Solaremobility (Fotona Mobility)
- 6.2.1.13 Enerpower
- 6.2.2 E-bike Manufacturers
- 6.2.2.1 Giant Bicycles Co. Ltd
- 6.2.2.2 Merida Industry Co. Ltd
- 6.2.2.3 Riese & Muller
- 6.2.2.4 Fritzmeier Systems GmbH & Co. KG (M1 Sporttechnik)
- 6.2.2.5 Yamaha Bicycles
- 6.2.2.6 Trek Bikes
- 6.2.2.7 Cannondale Bicycle Corporation
- 6.2.2.8 PON Bicycle Holding BV
- 6.2.2.9 VanMoof BV
- 6.2.2.10 Coboc
- 6.2.2.11 Ampler Bikes
- 6.2.2.12 Cowboy
- 6.2.2.13 Desiknio
- 6.2.2.14 Accell Group NV
- 6.2.2.15 Cycle Europe AB
- 6.2.2.16 Decathlon SA
- 6.2.2.17 Cross Ltd
- 6.2.2.18 Multicycle (Kross SA)
- 6.2.2.19 ZEG
- 6.2.2.20 Prophete GmbH u. Co. KG
- 6.2.2.21 MarkenTechnikService GmbH (MTS) Group (Merger of Inter-Union Technohandel GmbH and SPA SystemPartner GmbH & Co. KG)
- 6.2.2.22 Specialized Bicycle Components Inc.
- 6.2.2.23 Manufacture Francaise du Cycle (MFC)
- 6.2.2.24 Scott Sports
- 6.2.2.25 Cube GmbH & Co. KG
- 6.2.1 E-bike Battery Pack Manufacturers
