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市場調查報告書
商品編碼
1536898

鋰離子電池：市場佔有率分析、產業趨勢/統計、成長預測（2024-2029）

Lithium-ion Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2024年全球鋰離子電池市場規模將達647.5億美元，2024-2029年預測期間複合年成長率為14.46%，2029年將達到1272.3億美元。

鋰離子電池市場

主要亮點

  • 從長遠來看，預計該市場將受到電動車、商業和住宅能源儲存系統（ESS）等新市場的出現、鋰離子電池價格下降以及消費性電子產品銷量增加的推動。
  • 另一方面，原料供需失配的加劇可能會阻礙市場成長。
  • 然而，回收鋰離子電池有望確保鋰和鈷等原料的供應，並減少對礦產資源提取和精製材料的依賴。電動車鋰離子電池的回收為使用精製組件材料製造用於能源儲存系統（ESS）的鋰離子電池的公司提供了絕佳的機會。
  • 亞太地區主導全球市場，其中中國和印度等國家貢獻最大。隨著電動車的大規模採用，該地區的市場預計將進一步成長。

鋰離子電池市場趨勢

汽車領域預計將主導市場

  • 在鋰離子電池產業發展初期，消費性電子領域是電池的主要消費領域。然而，近年來，隨著電動車（EV）銷量的增加，電動車（EV）製造商已成為鋰離子電池的最大消費者。
  • 電動車不會排放二氧化碳或氮氧化物等溫室氣體，因此與傳統內燃機汽車 (ICE) 相比，它們對環境的影響較小。由於這一優勢，許多國家推出了補貼和政府計劃來鼓勵電動車的使用。
  • 多個國家已宣布計劃未來禁止銷售內燃機汽車。挪威宣布計畫在 2025 年禁止銷售內燃機汽車，法國到 2040 年，英國到 2050 年。印度也有計畫在2030年逐步淘汰內燃機，中國在相關調查階段也有類似的計畫。
  • 此外，鋰​​離子電池價格下降可能會影響電池市場。指出，2023年鋰離子電池價格約為每千瓦時139美元，較2013年下降約82.17%。電池成本的大幅下降可能有利於汽車產業，並從長遠來看推動全球鋰離子電池市場的成長。
  • 因此，由於上述因素，預計汽車產業將在預測期內主導市場。

亞太地區主導市場

  • 隨著中國和印度等國家可再生能源計劃的增加和電動車的引入，以及由於都市化和電力購買平價上漲而導致的電子產品需求增加，鋰離​​子電池在該地區變得越來越受歡迎。實現顯著成長。
  • 據估計，亞太地區有很大一部分人口無法使用電力。我們依靠煤油和柴油等傳統燃料來照明和為行動電話充電。鋰離子電池的技術優勢和價格下降可能會提高鋰離子電池整合能源儲存解決方案的採用率。預計這將為鋰電池製造商未來創造重大商機。
  • 中國是最大的電動車市場之一，電動車的日益普及符合其清潔能源政策。此外，中國政府也提供財政和非財政獎勵來鼓勵電動車的採用。
  • 印度是世界上鋰離子電池成長最快的國家之一。為了解決這個製造問題，印度國家轉型研究所 (NITI) Aayog 於 2020 年 2 月推出了提案，為在印度建立千兆級鋰離子製造設施的投資者提供補貼。 2020年至2030年間，NITI Aayog可能會競標建立年產能50 GWh的生產線。因此，國內鋰離子電池產量預計在預測期內將擴大。
  • 根據《巴黎氣候協定》，印度承諾到 2030 年 40% 的發電能力來自非石化燃料。為了實現這一目標，我們的目標是到2022年建立175,000兆瓦的可再生能源發電能力，其中包括100兆瓦的太陽能發電。目標是到2030年將可再生能源裝置容量增加到45萬千瓦。為了實現這一目標，印度提供了廣泛的能源儲存方案市場，以解決再生能源來源的間歇性問題並提高電網穩定性。
  • 根據國際可再生能源機構（IRENA）預測，2023年該地區清潔能源裝置容量將達到2,025萬千瓦，高於上年的1,691.7萬千瓦。
  • 因此，由於上述因素，亞太地區預計將在預測期內主導鋰離子電池市場。

鋰離子電池產業概況

鋰離子電池市場較為分散。該市場的主要企業包括（排名不分先後）松下公司、特斯拉公司、三星SDI、LG化學有限公司和寧德時代新能源科技有限公司（CATL）。

其他好處：

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

目錄

第1章 簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 市場規模/需求預測，10 億美元，~2029 年
  • 鋰離子電池價格趨勢分析，~2029年
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 政府對可再生能源引進的支持措施和政策
      • 鋰離子電池成本更低
    • 抑制因素
      • 原料供需不匹配
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度

第5章市場區隔

  • 目的
    • 電子設備
    • 車
    • 固定式能源儲存
    • 其他用途
  • 地區
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 歐洲
      • 西班牙
      • 北歐的
      • 英國
      • 俄羅斯
      • 土耳其
      • 德國
      • 義大利
      • 歐洲其他地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 馬來西亞
      • 泰國
      • 印尼
      • 越南
      • 其他亞太地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥倫比亞
      • 南美洲其他地區
    • 中東/非洲
      • 阿拉伯聯合大公國
      • 沙烏地阿拉伯
      • 南非
      • 奈及利亞
      • 卡達
      • 埃及
      • 其他中東/非洲

第6章 競爭狀況

  • 併購、合資、聯盟和協議
  • 主要企業策略
  • 公司簡介
    • BYD Company Limited
    • Contemporary Amperex Technology Co. Limited
    • LG Chem Ltd
    • Panasonic Corporation
    • Samsung SDI
    • Sony Corporation
    • Tesla Inc.
    • Tianjin Lishen Battery Joint-Stock Co. Ltd
  • 市場排名/佔有率分析

第7章市場機會與未來趨勢

  • 對再生鋰離子電池的需求不斷成長
簡介目錄
Product Code: 60367

The Lithium-ion Battery Market size is estimated at USD 64.75 billion in 2024, and is expected to reach USD 127.23 billion by 2029, growing at a CAGR of 14.46% during the forecast period (2024-2029).

Lithium-ion Battery - Market

Key Highlights

  • Over the long term, the emergence of new markets via electric vehicles and energy storage systems (ESS) for both commercial and residential applications, declining lithium-ion battery prices, and the increasing sale of consumer electronics are expected to drive the market.
  • On the other hand, the rising demand-supply mismatch of raw materials is likely to hinder the market's growth.
  • However, recycling Li-ion batteries is expected to secure the supply of raw materials, such as lithium and cobalt, and reduce the reliance on extracting and refining materials from mineral resources. Recycling lithium-ion batteries in electric vehicles offers an excellent opportunity for companies to utilize the refined constituent materials for manufacturing lithium-ion batteries for energy storage systems (ESS).
  • Asia-Pacific dominates the market worldwide, with the most significant contributions from countries such as China and India. With the large-scale acceptance of EVs, the market is further expected to grow in the region.

Lithium-ion Battery Market Trends

The Automobile Segment Expected to Dominate the Market

  • n the early years of the lithium-ion battery industry, the consumer electronics sector was the major consumer of batteries. However, in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
  • EVs do not emit CO2, NOX, or any other greenhouse gases and, hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.
  • Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is under the relevant research phase.
  • Moreover, the decline in lithium-ion battery prices will affect the battery market. In 2023, the lithium-ion battery price was noted to be around USD 139 per kWh, a decrease of around 82.17% from 2013. The plummeting cost of batteries would benefit the automotive segment and propel the growth of the lithium-ion battery market worldwide in the long term.
  • Therefore, owing to the above factors, the automobile segment is expected to dominate the market during the forecast period.

Asia-Pacific to Dominate the Market

  • With the increasing deployment of renewable energy projects and electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, lithium-ion batteries are expected to witness significant growth in the region.
  • A significant fraction of Asia-Pacific's population is estimated to live without electricity access. It depends on conventional fuels, such as kerosene and diesel, for lighting and mobile phone charging. Due to its technical benefits and declining lithium-ion battery prices, lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate. This, in turn, is expected to create significant opportunities for lithium battery manufacturers in the future.
  • China is one of the largest markets for electric vehicles, and the country's increasing adoption of electric vehicles has been in line with its clean energy policy. Moreover, the Government of China has been providing financial and non-financial incentives to promote the adoption of electric vehicles.
  • India is one of the fastest-growing countries globally for lithium-ion batteries. To counter the manufacturing issue, the National Institution for Transforming India (NITI) Aayog rolled out proposals in February 2020 to provide subsidies for investors setting up giga-scale lithium-ion manufacturing facilities in India. Between 2020 and 2030, the NITI Aayog will likely invite bids to establish production lines with 50 GWh of annual output capacity. Therefore, the indigenous manufacturing of lithium-ion batteries is expected to grow during the forecast period.
  • Under the Paris Climate Agreement, India has pledged to have 40% of its electricity generation capacity sourced from non-fossil fuels by 2030. To meet this objective, the nation aimed to establish 175,000 MW of renewable energy capacity, which includes 100,000 MW of solar power, by 2022. A target of 450,000 MW of installed renewable energy capacity by 2030 has been set. To achieve the target, India presents a vast market for energy storage solutions to address the intermittency of renewable energy sources and enhance grid stability.
  • According to the International Renewable Energy Agency (IRENA), the installed capacity of clean energy sources in the region in 2023 stood at 2,025 GW, an increase from the previous year's 1,691.77 GW.
  • Therefore, owing to the above factors, Asia-Pacific is expected to dominate the lithium-ion battery market during the forecast period.

Lithium-ion Battery Industry Overview

The lithium-ion battery market is fragmented. The major companies in the market (in no particular order) include Panasonic Corporation, Tesla Inc., Samsung SDI, LG Chem Ltd, and Contemporary Amperex Technology Co. Ltd (CATL).

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definiton
  • 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 2029
  • 4.3 Lithium-ion Battery Price Trend Analysis, till 2029
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Supportive Government Initiatives And Policies To Adopt Renewable Energy
      • 4.6.1.2 Declining Cost Of Lithium-ion Batteries
    • 4.6.2 Restraints
      • 4.6.2.1 Demand-Supply Mismatch of Raw Materials
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Electronic Devices
    • 5.1.2 Automobile
    • 5.1.3 Stationary Energy Storage (UPS, Renewables, and Industrial)
    • 5.1.4 Other Applications (Power Tools, Medical Devices, and Other Applications)
  • 5.2 Geography
    • 5.2.1 North America
      • 5.2.1.1 United States
      • 5.2.1.2 Canada
      • 5.2.1.3 Rest of the North America
    • 5.2.2 Europe
      • 5.2.2.1 Spain
      • 5.2.2.2 Nordic
      • 5.2.2.3 United Kingdom
      • 5.2.2.4 Russia
      • 5.2.2.5 Turkey
      • 5.2.2.6 Germany
      • 5.2.2.7 Italy
      • 5.2.2.8 Rest of the Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 China
      • 5.2.3.2 India
      • 5.2.3.3 Japan
      • 5.2.3.4 Malaysia
      • 5.2.3.5 Thailand
      • 5.2.3.6 Indonesia
      • 5.2.3.7 Vietnam
      • 5.2.3.8 Rest of Asia-Pacific
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Colmbia
      • 5.2.4.4 Rest of South America
    • 5.2.5 Middle East and Africa
      • 5.2.5.1 United Arab Emirates
      • 5.2.5.2 Saudi Arabia
      • 5.2.5.3 South Africa
      • 5.2.5.4 Nigeria
      • 5.2.5.5 Qatar
      • 5.2.5.6 Egypt
      • 5.2.5.7 Rest of the 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 BYD Company Limited
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 LG Chem Ltd
    • 6.3.4 Panasonic Corporation
    • 6.3.5 Samsung SDI
    • 6.3.6 Sony Corporation
    • 6.3.7 Tesla Inc.
    • 6.3.8 Tianjin Lishen Battery Joint-Stock Co. Ltd
  • 6.4 Market Ranking/Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Demand for Recycled Lithium-ion Batteries