下一代先進電池：市場佔有率分析、行業趨勢和統計、成長預測（2024-2029）

Next Generation Advanced Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 158 Pages | 商品交期: 2-3個工作天內

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簡介目錄

下一代先進電池市場規模預計到 2024 年為 18.7 億美元，預計到 2029 年將達到 26.4 億美元，在預測期內（2024-2029 年）成長 7.24%，年複合成長率為

2020 年，市場受到 COVID-19 的負面影響。目前市場處於大流行前的水平。

主要亮點

從長遠來看，不斷成長的需求和電動車的日益普及預計將推動所研究市場的成長。
另一方面，高昂的製造和研發成本預計將阻礙預測期內下一代先進電池的成長。
儘管如此，下一代先進電池製造設施的發展可能會在預測期內為下一代先進電池市場創造利潤豐厚的成長機會。
亞太地區在市場中佔據主導地位，並且在預測期內也可能出現最高的年複合成長率。這一成長得益於消費性電子產品和電動汽車的引入，以及對該地區國家（包括印度、中國和日本）投資的增加。

下一代先進電池市場趨勢

交通運輸業預計將主導市場

交通系統的電氣化越來越受歡迎，各種政府指令正在加速電動車的採用，這直接促進了交通領域下一代先進電池的成長。
2021年，各大汽車公司宣布，計畫通用汽車到2035年停止銷售汽油和柴油汽車，奧迪公司到2033年停止生產這類汽車。汽車製造商正競相實現車輛電動，公司也正在投資先進技術。用於更有效率、更盈利的電動車的電池。
2022年4月，本田宣布將在電動和軟體技術方面投資398.4億美元，以在未來10年加速其全球業務。此外，公司還將在北美建造一條全固態電池示範生產線，投資約3.4265億美元。該投資公司計劃與通用汽車合作，到2024年推出兩款中型和大型電動車（EV）車型。
根據國際能源總署（IEA）的數據，全球電動車保有量從2015年的125萬輛增加到2020年的約1,020萬輛。 2020年，電池式電動車佔電動車的大部分，約685萬輛，而插電式電動車約佔685萬輛。混合動力汽車保有量約335萬輛。
此外，鋁空氣電池比傳統鋰離子電池具有優勢，因為鋁作為燃料，空氣透過電解質與金屬反應發電。它的續航里程與汽油動力車相似，能量密度比鋰離子電池更高。然而，作為電動車電池能源儲存系統，缺乏政府政策支持和汽車製造商的關注來普及。
2021年12月，德國汽車製造商賓士宣布將投資1億美元開發多種電動車。該公司還計劃在未來五年內將固態電池技術整合到有限數量的車輛中。梅賽德斯-奔馳計劃向電池公司Factial Energy投資數千萬美元，該公司正在開發固態電池。
日產汽車有限公司將於 2022 年 4 月開始運作其原型生產設施，並計劃在 2028 年將疊層固態電池推向市場。這是日產「2030 年雄心」戰略的一部分，該戰略預計將投資 170 億美元開發四種新電動車概念。
總體而言，汽車製造商正在大力投資固態電池和金屬空氣電池的開發，使汽車成為下一代先進電池市場的關鍵領域之一。

亞太地區主導市場

截至2021年，亞太地區下一代先進電池技術的潛在市場為中國、印度和日本。
截至2022年3月，中國電池能源儲存容量已達3GW，較2019年的1.7GW成長76.5%。此外，中國政府預計到2030年將電池儲存容量增加到100GW。這種情況為該地區各種下一代先進電池開發商提供了巨大的機會。
中國能源儲存聯盟（CNESA）表示，作為能源儲存主要用途的電網輔助服務政策預計將進一步細化，青海、廣東、江蘇、內蒙古、新疆維吾爾自治區等地區也將制定相關政策。繼續。他們說這正在引起轟動。中國能源儲存設施的建設與發展。此類政府政策可能會在預測期內增加對先進電池技術的需求。
目前，中國正在進行下一代先進電池技術的各種開發計劃和投資。 2021年7月，CATL發布了首款新一代鈉離子電池及其AB電池組解決方案。在工業部宣布製定此類電池類型標準後，寧德時代將電動車市場轉向鈉離子電池的努力也得到了中央政府的推動。
除了中國場景外，2022年1月，日本國家材料科學研究所（NIMS）和Softbank Corporation公司宣布，鋰空氣電池的能量密度超過500Wh/kg，顯著高於目前的鋰離子電池，我們已經開發出電池。調查團隊證實，這種電池可以在室溫下充電和放電。該團隊開發的電池表現出最高的能量密度和最佳的循環壽命性能。這些結果代表了鋰空氣電池實用化的重要一步。
鋰空氣電池重量輕、容量大，理論能量密度比現有鋰離子電池高出數倍，可望有潛力成為終極二次電池。這些潛在的好處可能會導致無人機、電動車和家庭儲能系統等各種技術的使用。
此外，「印度製造」是印度的一項高度優先運動，並且已經在獎勵電動車的生產。汽車電池和網格儲存是印度製造業的重點。兩輪車、三輪車、小客車和小型客車的電動車市場對價格比對性能更敏感。即使下一代先進電池比性能參數稍高的同類鋰離子電池具有價格優勢，它們也可能在印度找到比其他地方更好的市場機會，這似乎是有可能的。規模經濟的先進電池在印度擁有巨大的市場潛力。
印度於 2022 年 3 月核准了四家公司的競標，以利用 PLI 計劃下的先進化學電池 (ACC) 電池儲存製造獎勵。 Reliance New Energy Solar Limited、Ola Electric Mobility Private Limited、現代環球汽車有限公司和 Rajesh Exports Limited 獲得了 181 億盧比計劃的激勵，以提高印度當地的電池生產。根據該計劃，選定的 ACC 電池製造商預計將在兩年內建立生產設施。這種政府支持的獎勵預計將為下一代先進電池市場的未來發展創造環境。因此，上述因素預計將在預測期內推動亞太地區下一代先進電池市場的發展。

下一代先進電池產業概述

下一代先進電池市場本質上是適度整合的。市場的主要企業包括（排名不分先後）Sion Power Corporation、Contemporary Amperex Technology、PolyPlus Battery Co. Inc.、GS Yuasa Corporation 和 Saft Groupe SA。

其他福利

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

Over the long term, the growing demand and increasing adoption of electric vehicles are expected to drive the growth of the market studied.
On the other hand, high manufacturing and R&D costs are expected to hamper the growth of Next-Generation advanced batteries during the forecast period.
Nevertheless, the development of manufacturing facilities for next-generation advanced batteries is likely to create lucrative growth opportunities for the Next-Generation advanced battery market in the forecast period.
Asia-Pacific region dominates the market and is also likely to witness the highest CAGR during the forecast period. This growth is attributed to the increasing investments, coupled with adoption of consumer electronics and electric vechiles in the countries of this region including India, China and Japan.

Next Generation Advanced Battery Market Trends

Transportation Segment Expected to Dominate the Market

The electrification of the transportation system is gaining popularity, and various government mandates have accelerated the adoption of electric vehicles, which directly aids the growth of next-generation advanced batteries in the transportation sector.
In 2021, automobile giants announced that General Motors will stop selling petrol and diesel models by 2035, and Audi AG plans to stop producing such vehicles by 2033. The carmakers are rushing to electrify their electric cars, which has led the company to invest in advanced batteries for more efficient and profitable electric vehicles.
In April 2022, Honda Motors announced that it would invest USD 39.84 billion in electrification and software technologies to accelerate its business globally for the next ten years. It will also build a demonstration production line for all-solid-state batteries in North America, allocating approximately USD 342.65 million. The investment company plans to launch two mid-to-large-scale electric vehicles (EV) models by 2024 with a partnership with General Motors.
According to the International Energy Agency (IEA), the global electric vehicle stock increased from 1.25 million in 2015 to about 10.2 million in 2020. In 2020, battery-electric vehicles accounted for most of the electric vehicles at about 6.85 million, and plug-in hybrid electric vehicles were about 3.35 million.
Furthermore, aluminium-air batteries have an advantage over the conventional lithium-ion battery as the aluminium acts as a fuel where air reacts with the metal via an electrolyte to produce power. It has a travel range similar to gasoline-powered cars and a higher energy density than the lithium-ion battery. However, it lacks government policy support and attention from automakers to make it a popular battery energy storage system for electric vehicles.
In December 2021, Mercedes Benz, a German car manufacturer, announced to invest of USD 100 million in a wide range of electric cars. The company also intends to integrate solid-state battery technology into a limited number of vehicles within the next five years. Mercedes Benz plans to invest tens of millions into Factorial Energy, a battery company to develop solid-state batteries.
In April 2022, Nissan Motor Company planned to bring laminated solid-state batteries to the market by 2028, with the beginning of a prototype production facility. It is a part of Nissan's Ambition 2030 strategy, plus an investment of USD 17 billion for the four new electric vehicle concepts.
Overall, automobile manufacturers are investing heavily in developing solid-state batteries and metal-air batteries, making automobiles one of the major sectors of the next-generation advanced battery market.

Asia-Pacific to Dominate the Market

As of 2021, China, India, and Japan were the potential markets for the next generation advanced battery technology in the Asia-Pacific region.
As of March 2022, China's battery energy storage capacity reached 3 GW, representing an increase of 76.5% compared to 1.7 GW in 2019. Furthermore, the Chinese Government is expected to increase its battery storage capacity to 100 GW by 2030. Such scenarios are creating vast opportunities for various next-generation advanced battery developers in the region.
According to the China Energy Storage Alliance (CNESA), the refinement of policy related to grid ancillary services - energy storage's primary application - as well as policy developments in regions including Qinghai, Guangdong, Jiangsu, inner Mongolia, and Xinjiang, have created a wave of energy storage construction and development in China. Such government policies will likely boost the demand for advanced battery technologies during the forecast period.
At present, various development projects and investments in the next generation advanced battery technologies are happening in China. In July 2021, CATL unveiled the first next-generation sodium-ion battery and its AB battery pack solutions. Also, CATL's quest to shift the electric vehicle market toward a sodium-ion cell received a boost from the central government after the Ministry of Industry and Information Technology announced the creation of standards for such battery types.
In addition to the scenario in China, in January 2022, Japan's National Institute for Material Science (NIMS) and the Softbank Corp. developed a lithium-air battery with an energy density of over 500Wh/kg-significantly higher than currently lithium-ion batteries. The research team confirmed that this battery could be charged and discharged at room temperature. The battery developed by the team shows the highest energy densities and best cycle life performances. These results signify a major step toward the practical use of lithium-air batteries.
The lithium-air batteries are expected to have the potential to be the ultimate rechargeable batteries: they are lightweight and high capacity, with theoretical energy densities several times that of currently available lithium-ion batteries. Because of these potential advantages, they may use various technologies, such as drones, electric vehicles, and household electricity storage systems.
Further, "Make in India" is a high-priority movement for India and has already provided incentives to produce electric cars. Batteries for cars and grid storage are high on the agenda for manufacturing in India. The EV market for two-wheelers, three-wheelers, cars, and minibusses is more price-sensitive than performance sensitive. If the next generation advanced batteries have a price advantage over a comparable lithium-ion battery whose performance parameters are marginally higher, it would still find a better market opportunity in India than elsewhere. The advanced batteries made with economies of scale have huge market potential in India.
In March 2022, India approved bids for four companies to avail incentives under the PLI Scheme for the Advanced Chemistry Cell (ACC) Battery Storage Manufacturing. Reliance New Energy Solar Limited, Ola Electric Mobility Private Limited, Hyundai Global Motors Company Limited, and Rajesh Exports Limited received incentives under India's INR 181 billion program to boost local battery cell production. Under the scheme, selected ACC battery storage manufacturers were expected to set up a production facility within two years. Such government-supportive incentives are expected to create an environment for the future development of the next generation advanced battery market.
Therefore, the above-mentioned factors are expected to drive the next-generation advanced battery market in the Asia-Pacific region during the forecast period.

Next Generation Advanced Battery Industry Overview

The next-generation advanced battery market is moderately consolidated in nature. Some of the major players in the market (in no particular order) include Sion Power Corporation, Contemporary Amperex Technology Co. Ltd, PolyPlus Battery Co. Inc., GS Yuasa Corporation, and Saft Groupe SA.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Scope of the Study
1.2 Market Definition
1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

4.1 Introduction
4.2 Market Size and Demand Forecast in USD billion, till 2027
4.3 Recent Trends and Developments
4.4 Government Policies and Regulations
4.5 Market Dynamics
- 4.5.1 Drivers
- 4.5.2 Restraints
4.6 Supply Chain Analysis
4.7 Porter's Five Forces Analysis
- 4.7.1 Bargaining Power of Suppliers
- 4.7.2 Bargaining Power of Consumers
- 4.7.3 Threat of New Entrants
- 4.7.4 Threat of Substitutes Products and Services
- 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

5.1 Technology
- 5.1.1 Solid Electrolyte Battery
- 5.1.2 Magnesium Ion Battery
- 5.1.3 Next-generation Flow Battery
- 5.1.4 Metal-Air Battery
- 5.1.5 Lithium-Sulfur Battery
- 5.1.6 Other Technologies
5.2 End User
- 5.2.1 Consumer Electronics
- 5.2.2 Transportation
- 5.2.3 Industrial
- 5.2.4 Energy Storage
- 5.2.5 Other End Users
5.3 Geography
- 5.3.1 North America
- 5.3.2 Asia-Pacific
- 5.3.3 Europe
- 5.3.4 South America
- 5.3.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
6.2 Strategies Adopted by Leading Players
6.3 Company Profiles
- 6.3.1 Pathion Holding Inc.
- 6.3.2 GS Yuasa Corporation
- 6.3.3 Johnson Matthey PLC
- 6.3.4 PolyPlus Battery Co. Inc.
- 6.3.5 Ilika PLC
- 6.3.6 Sion Power Corporation
- 6.3.7 LG Chem Ltd
- 6.3.8 Saft Groupe SA
- 6.3.9 Contemporary Amperex Technology Co. Ltd