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1524129

電動車電池組：市場佔有率分析、產業趨勢/統計、成長預測（2024-2029）

EV Battery Pack - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 382 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計電動車電池組市場規模到2024年將達到1,651億美元，預計2029年將達到2,651億美元，在預測期內（2024-2029年）複合年成長率為9.93%。

電動車電池組市場

中國引領純電動車電池需求，歐洲和北美插電式混合動力車快速成長

  • 過去幾年，世界各地的汽車電氣化顯著成長，對電池（電動車的關鍵部件之一）的需求產生了積極影響。由於多種因素，電動車的普及正在增加，包括人們對電動車的認知、政府對電動車推廣的嚴格標準、電動車相對於傳統石化燃料汽車的優勢以及各國的零排放計畫。因此，電池產業同步成長，2021年全球整體銷量較2017年成長205%。
  • 插電式混合動力車和純電動車電池的主要需求來自亞洲國家，其中中國是電動車產業最大的參與企業之一。與插電式混合動力車相比，大多數市場對純電動車的需求更高，例如中國佔了 90%。歐洲和北美等地區對純電動車和插電式混合動力車的需求顯著成長，這也促進了全球整體電池需求的成長。因此，與2021年相比，2022年全球整體純電動車中鋰離子電池的使用量將增加89%。
  • 新產品的推出正在吸引消費者投資電動車。例如，2022年11月，中國汽車製造商比亞迪在印度推出了Atto 3電動SUV，該車配備60.48kWh電池，續航里程為521公里。該車已收到超過 2,000 份預訂，並將於 2023 年 1 月開始交付。此類產品的推出吸引了客戶，預計在預測期內，世界各國對 PHEV 和 BEV 車型電池的需求將進一步增加。

政府對電動車的支持和電池生產基礎設施的開拓正在推動全球電動車電池組市場的發展

  • 近年來，各國汽車電氣化發展顯著，也影響了電池產業的成長。多種因素促進了電動車的驚人成長，包括世界各國政府對電動車採用嚴格的標準、電動車相對於傳統燃油汽車的各種優勢以及包括補貼和回扣在內的稅收優惠，這些都促進了電動汽車的巨大成長過去的電動車百分比，對OEM和售後市場供應商的電池需求產生了積極影響。過去一段時間（2017-2021 年），電動車普及率的上升使全球電池需求增加了 217.99%。
  • 電動車是電池組整體銷售的主要貢獻者，其次是輕型卡車和巴士。中國、美國、德國等各國2022年電動車需求成長主要由亞太國家推動，電池需求成長約86.00%。因此，2022年全球電動車電池組需求與前一年同期比較87.78%。印度和泰國等多個新興市場的電動車銷售量預計將增加，這將進一步推動未來對電池組的需求。
  • 世界各國政府都在支持電池製造商加強國內生產。 2023年5月，加拿大政府宣布將提供99億美元的製造業稅額扣抵和5.32億美元在該國建造電池製造廠。預計這些國家的發展將在預測期內推動全球電池需求。

電動車電池組市場趨勢

比亞迪和特斯拉將引領電動車市場並塑造未來

  • 2022年，比亞迪在電動車銷量方面領先市場，佔13.3%的佔有率。比亞迪的主導地位歸因於多種因素。比亞迪是電動車產業較早且具影響力的參與企業，專注於電動車及相關技術的生產。比亞迪進入市場較早，已經打下了堅實的基礎，並得到了消費者的認可。比亞迪也積極進行全球擴張、建立合作關係並投資研發，所有這些都有助於其主導地位。
  • 特斯拉一直處於電動車創新的前沿，並在電動車世界的普及中發揮了關鍵作用。特斯拉是 2022 年電動車產業的重要參與企業，市場佔有率為 12.2%。特斯拉強大的品牌形象、最尖端科技和廣泛的超級充電站網路為其成功做出了貢獻。
  • 在電動車市場的其他主要企業中，有幾家公司擁有重要的市場佔有率。 BMW在汽車行業的良好聲譽，加上透過其子品牌 BMW i 對電動車的承諾，正在擴大其市場佔有率。同樣，2022 年市場佔有率為 3.9% 的福斯汽車正在大眾集團旗下積極投資電動車。這些公司與梅賽德斯-奔馳、起亞和現代等其他公司一起，正在利用現有的品牌知名度，推出有吸引力的電動車車型，並投資於提高電動車續航里程和性能的技術。做，我們正在重新佔領電動車領域。

特斯拉和比亞迪將主導 2022 年最暢銷電動車車型

  • 2022年最暢銷的電動車車型由兩大OEM主導：特斯拉和比亞迪。特斯拉憑藉 Model Y 和 Model 3 兩款車型分別佔據第一和第三位，在市場上確立了強力的地位。特斯拉的 Model Y 是最受歡迎的插電式電動車，2022 年全球銷量約為 771,300 輛。同年，特斯拉Model 3和Model Y銷量突破120萬輛，其中特斯拉最暢銷車型與前一年同期比較去年同期成長36.77%。最暢銷的五款插電式電動車 (PEV) 車型中有兩款是特斯拉品牌，但這家電池電動車製造商將在 2022 年面臨亞洲品牌的競爭。憑藉豐富的混合款陣容，中國比亞迪在 2022 年取代特斯拉成為最暢銷的 PEV 品牌。比亞迪宋Plus（BEV+PHEV）緊追在特斯拉Model Y之後，以477,090輛的銷量位居第二。比亞迪在中國市場的強大地位以及生產可靠且技術先進的電動車的聲譽可能有助於宋Plus車款的強勁銷售表現。
  • 大眾ID.4是唯一進入前十名的歐洲PEV（插電式電動車），並在最暢銷的電動車車型中脫穎而出。 ID.4 到 2022 年銷量將達到 174,090 輛，體現了大眾汽車對電動車的承諾及其在電動車市場不斷成長的影響力。
  • 總體而言，特斯拉和比亞迪的這些頂級電動車，以及五菱宏光 MINI EV 和大眾 ID.4 等其他著名競爭對手，顯示消費者對電動車的需求正在增加。

電動汽車電池組產業概況

電動車電池組市場整合程度較高，前五家企業佔比達65.47%。該市場的主要企業包括比亞迪有限公司、寧德時代新能源科技有限公司 (CATL)、LG Energy Solution Ltd.、三星 SDI 和 SK Innovation（按字母順序排列）。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章執行概述和主要發現

第2章 檢舉要約

第3章簡介

  • 研究假設和市場定義
  • 調查範圍
  • 調查方法

第4章 產業主要趨勢

  • 電動汽車銷量
  • 按OEM分類的電動車銷量
  • 最暢銷的電動車車型
  • 具有良好電池化學性能的OEM
  • 電池組價格
  • 電池材料成本
  • 每種電池化學成分的價格表
  • 誰供應誰
  • 電動車電池容量和效率
  • 發布的電動車車型數量
  • 法律規範
    • 比利時
    • 巴西
    • 加拿大
    • 中國
    • 哥倫比亞
    • 法國
    • 德國
    • 匈牙利
    • 印度
    • 印尼
    • 日本
    • 墨西哥
    • 波蘭
    • 泰國
    • 英國
    • 美國
  • 價值鍊和通路分析

第5章 市場區隔（包括市場規模（單位：美元、數量））、2029年的預測、成長前景分析

  • 體型
    • 公車
    • LCV
    • M&HDT
    • 客車
  • 推進類型
    • BEV
    • PHEV
  • 電池化學
    • LFP
    • NCA
    • NCM
    • NMC
    • 其他
  • 容量
    • 15～40kWh
    • 40～80kWh
    • 80kWh以上
    • 15kWh以下
  • 電池形式
    • 圓柱形
    • 包包
    • 方塊
  • 方法
    • 雷射
    • 金屬絲
  • 部分
    • 陽極
    • 陰極
    • 電解
    • 分隔器
  • 材料類型
    • 鈷
    • 鋰
    • 錳
    • 天然石墨
    • 鎳
    • 其他
  • 地區
    • 亞太地區
      • 按國家/地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 泰國
      • 其他亞太地區
    • 歐洲
      • 按國家/地區
      • 法國
      • 德國
      • 匈牙利
      • 義大利
      • 波蘭
      • 瑞典
      • 英國
      • 歐洲其他地區
    • 中東/非洲
    • 北美洲
      • 按國家/地區
      • 加拿大
      • 美國
    • 南美洲

第6章 競爭狀況

  • 主要策略趨勢
  • 市場佔有率分析
  • 公司狀況
  • 公司簡介
    • BYD Company Ltd.
    • China Aviation Battery Co. Ltd.（CALB）
    • Contemporary Amperex Technology Co. Ltd.（CATL）
    • ENVISION AESC UK Ltd.
    • EVE Energy Co. Ltd.
    • Farasis Energy（Ganzhou）Co. Ltd.
    • Guoxuan High-tech Co. Ltd.
    • LG Energy Solution Ltd.
    • Panasonic Holdings Corporation
    • Primearth EV Energy Co. Ltd.
    • Samsung SDI Co. Ltd.
    • SK Innovation Co. Ltd.
    • SVOLT Energy Technology Co. Ltd.（SVOLT）
    • TOSHIBA Corp.

第7章 CEO 面臨的關鍵策略問題

第8章附錄

  • 世界概況
    • 概述
    • 五力分析框架
    • 全球價值鏈分析
    • 市場動態(DRO)
  • 資訊來源和參考文獻
  • 圖表列表
  • 重要見解
  • 資料包
  • 詞彙表
簡介目錄
Product Code: 54316

The EV Battery Pack Market size is estimated at 165.1 billion USD in 2024, and is expected to reach 265.1 billion USD by 2029, growing at a CAGR of 9.93% during the forecast period (2024-2029).

EV Battery Pack - Market

China leads battery demand for BEVs, PHEVs surge in Europe and North America

  • The electrification of vehicles in various countries globally has grown significantly over the past few years, making a positive impact on the demand for batteries as it is one of the major components of electric vehicles. The adoption of electric vehicles is growing due to various factors, including awareness of electric vehicles, strict norms from the government for EV adoption, advantages of EVs over the old fossil fuel vehicles, and zero-emission programs in various countries. As a result, the battery industry has grown parallelly and witnessed sales growth of 205% in 2021 over 2017 globally.
  • The major demand for batteries for PHEVs and BEVs is from Asian countries, with China as one of the biggest players in the electric automotive industry. The demand for BEVs is higher compared to the PHEVs in the majority of the market; for instance, 90% is acquired by China. Various regions, such as Europe and North America, are also witnessing a significant growth in the demand for BEV and PHEV, which has also contributed to the growth of the demand for batteries across the globe. As a result, the use of lithium-ion batteries in battery electric vehicles grew by 89% in 2022 over 2021 globally.
  • Launching of new products is attracting consumers to invest in EVs. For instance, in November 2022, the Chinese automaker BYD launched its electric SUV Atto 3 in India, which is equipped with a 60.48 kWh battery and offers a range of 521 km. The car has already got more than 2,000 bookings, and deliveries started in January 2023. Such launches are attracting customers, which is further expected to raise the demand for batteries with PHEV and BEV models during the forecast period in various countries globally.

Governmental push for EVs and development in battery production infrastructure are driving the global EV battery pack market

  • The electrification of vehicles has been growing significantly across various countries over the past few years and also impacting the growth of the battery industry. Various factors, such as the introduction of stringent norms by governments worldwide for electric vehicles, the various advantages of EVs over conventional fuel vehicles, subsidies, and tax benefits, including rebates, aided the tremendous growth of EVs by around 219.05% in the historical period, thus, positively impacting the battery demand from OEMs and aftermarket suppliers. The rise in EV adoption rates increased the battery demand by 217.99% in the historical period (2017-2021) worldwide.
  • Electric cars are among the major contributors to the overall battery pack sales, followed by light trucks and buses. Growth in the demand for EVs in 2022 in various countries such as China, the United States, and Germany increased the demand for batteries by around 86.00% in 2022, majorly driven by APAC countries. As a result, global demand for EV battery packs witnessed a growth of 87.78% in 2022 over the previous year. Various emerging markets, such as India and Thailand, are expected to register increased sales of EVs, which would further boost their demand for battery packs in the future.
  • The governments of various countries worldwide are supporting battery manufacturers in enhancing their production of batteries domestically. In May 2023, the Government of Canada announced that it would provide USD 9.90 billion in manufacturing tax credits and USD 532 million to construct a battery manufacturing plant in the country. Such developments in various countries are expected to enhance the demand for batteries during the forecast period globally.

EV Battery Pack Market Trends

BYD AND TESLA ARE LEADING THE CHARGE IN THE EV MARKET AND SHAPING THE FUTURE

  • In 2022, BYD was the market leader in electric vehicle sales and held a share of 13.3%. BYD's leading position can be attributed to several factors. It has been an early and prominent player in the EV industry, with a strong focus on producing electric vehicles and related technologies. The company's early entry into the market allowed it to establish a solid foundation and gain recognition among consumers. BYD has also been actively expanding its operations globally, forging partnerships, and investing in research and development, all of which contribute to its leading position.
  • Tesla has been at the forefront of electric vehicle innovation and has played a crucial role in popularizing EVs worldwide. Tesla was a significant player in the EV industry in 2022, with a market share of 12.2%. Tesla's strong brand image, cutting-edge technology, and extensive Supercharger network have contributed to its success.
  • Among the other players in the EV market, there are several notable companies that hold significant market shares. BMW's established reputation in the automotive industry, coupled with its commitment to electric mobility through its "BMW i" sub-brand, has contributed to its market presence. Similarly, Volkswagen, which held a market share of 3.9% in 2022, has been actively investing in electric mobility under its "Volkswagen Group" umbrella. These companies, along with others like Mercedes-Benz, Kia, and Hyundai, are recolonizing the EV industry by leveraging their existing brand recognition, introducing compelling electric vehicle models, and investing in technology to enhance the range and performance of their electric offerings.

TESLA AND BYD DOMINATED THE BEST-SELLING EV MODELS OF 2022

  • The best-selling EV models in 2022 were dominated by two key OEMs: Tesla and BYD. Tesla held a strong market position with two of its models, the Model Y and Model 3, capturing the first and third spots, respectively. The Tesla Model Y was the most popular plug-in electric vehicle, with global unit sales of roughly 771,300 in 2022. That year, deliveries of Tesla's Model 3 and Model Y surpassed 1.2 million, a Y-o-Y increase of 36.77% for Tesla's best-selling models. While two of the five best-selling plug-in electric vehicle (PEV) models were Tesla-branded, the battery electric vehicle manufacturer faced competition from Asian brands in 2022. China-based BYD overtook Tesla as the best-selling PEV brand in 2022, relying on a large offering of plug-in hybrid electric models. Following closely behind the Tesla Model Y, the BYD Song Plus (BEV + PHEV) secured the second spot, with sales reaching 477,090 units. BYD's established presence in the Chinese market, along with its reputation for producing reliable and technologically advanced electric vehicles, likely contributed to the strong sales performance of the Song Plus models.
  • The Volkswagen ID.4 stood out among the best-selling EV models as the only European PEV (Plug-in Electric Vehicle) in the top ten. With a sales volume of 174,090 units in 2022, the ID.4 demonstrated Volkswagen's commitment to electric mobility and its growing presence in the EV market.
  • Overall, these top-performing EV models from Tesla and BYD, along with other notable contenders like the Wuling Hong Guang MINI EV and Volkswagen ID.4, demonstrate the increasing consumer demand for electric vehicles.

EV Battery Pack Industry Overview

The EV Battery Pack Market is fairly consolidated, with the top five companies occupying 65.47%. The major players in this market are BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd., Samsung SDI Co. Ltd. and SK Innovation Co. Ltd. (sorted alphabetically).

Additional Benefits:

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

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

  • 3.1 Study Assumptions & Market Definition
  • 3.2 Scope of the Study
  • 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

  • 4.1 Electric Vehicle Sales
  • 4.2 Electric Vehicle Sales By OEMs
  • 4.3 Best-selling EV Models
  • 4.4 OEMs With Preferable Battery Chemistry
  • 4.5 Battery Pack Price
  • 4.6 Battery Material Cost
  • 4.7 Price Chart Of Different Battery Chemistry
  • 4.8 Who Supply Whom
  • 4.9 EV Battery Capacity And Efficiency
  • 4.10 Number Of EV Models Launched
  • 4.11 Regulatory Framework
    • 4.11.1 Belgium
    • 4.11.2 Brazil
    • 4.11.3 Canada
    • 4.11.4 China
    • 4.11.5 Colombia
    • 4.11.6 France
    • 4.11.7 Germany
    • 4.11.8 Hungary
    • 4.11.9 India
    • 4.11.10 Indonesia
    • 4.11.11 Japan
    • 4.11.12 Mexico
    • 4.11.13 Poland
    • 4.11.14 Thailand
    • 4.11.15 UK
    • 4.11.16 US
  • 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

  • 5.1 Body Type
    • 5.1.1 Bus
    • 5.1.2 LCV
    • 5.1.3 M&HDT
    • 5.1.4 Passenger Car
  • 5.2 Propulsion Type
    • 5.2.1 BEV
    • 5.2.2 PHEV
  • 5.3 Battery Chemistry
    • 5.3.1 LFP
    • 5.3.2 NCA
    • 5.3.3 NCM
    • 5.3.4 NMC
    • 5.3.5 Others
  • 5.4 Capacity
    • 5.4.1 15 kWh to 40 kWh
    • 5.4.2 40 kWh to 80 kWh
    • 5.4.3 Above 80 kWh
    • 5.4.4 Less than 15 kWh
  • 5.5 Battery Form
    • 5.5.1 Cylindrical
    • 5.5.2 Pouch
    • 5.5.3 Prismatic
  • 5.6 Method
    • 5.6.1 Laser
    • 5.6.2 Wire
  • 5.7 Component
    • 5.7.1 Anode
    • 5.7.2 Cathode
    • 5.7.3 Electrolyte
    • 5.7.4 Separator
  • 5.8 Material Type
    • 5.8.1 Cobalt
    • 5.8.2 Lithium
    • 5.8.3 Manganese
    • 5.8.4 Natural Graphite
    • 5.8.5 Nickel
    • 5.8.6 Other Materials
  • 5.9 Region
    • 5.9.1 Asia-Pacific
      • 5.9.1.1 By Country
      • 5.9.1.1.1 China
      • 5.9.1.1.2 India
      • 5.9.1.1.3 Japan
      • 5.9.1.1.4 South Korea
      • 5.9.1.1.5 Thailand
      • 5.9.1.1.6 Rest-of-Asia-Pacific
    • 5.9.2 Europe
      • 5.9.2.1 By Country
      • 5.9.2.1.1 France
      • 5.9.2.1.2 Germany
      • 5.9.2.1.3 Hungary
      • 5.9.2.1.4 Italy
      • 5.9.2.1.5 Poland
      • 5.9.2.1.6 Sweden
      • 5.9.2.1.7 UK
      • 5.9.2.1.8 Rest-of-Europe
    • 5.9.3 Middle East & Africa
    • 5.9.4 North America
      • 5.9.4.1 By Country
      • 5.9.4.1.1 Canada
      • 5.9.4.1.2 US
    • 5.9.5 South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles
    • 6.4.1 BYD Company Ltd.
    • 6.4.2 China Aviation Battery Co. Ltd. (CALB)
    • 6.4.3 Contemporary Amperex Technology Co. Ltd. (CATL)
    • 6.4.4 ENVISION AESC UK Ltd.
    • 6.4.5 EVE Energy Co. Ltd.
    • 6.4.6 Farasis Energy (Ganzhou) Co. Ltd.
    • 6.4.7 Guoxuan High-tech Co. Ltd.
    • 6.4.8 LG Energy Solution Ltd.
    • 6.4.9 Panasonic Holdings Corporation
    • 6.4.10 Primearth EV Energy Co. Ltd.
    • 6.4.11 Samsung SDI Co. Ltd.
    • 6.4.12 SK Innovation Co. Ltd.
    • 6.4.13 SVOLT Energy Technology Co. Ltd. (SVOLT)
    • 6.4.14 TOSHIBA Corp.

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

  • 8.1 Global Overview
    • 8.1.1 Overview
    • 8.1.2 Porter's Five Forces Framework
    • 8.1.3 Global Value Chain Analysis
    • 8.1.4 Market Dynamics (DROs)
  • 8.2 Sources & References
  • 8.3 List of Tables & Figures
  • 8.4 Primary Insights
  • 8.5 Data Pack
  • 8.6 Glossary of Terms