封面
市場調查報告書
商品編碼
1636439

東南亞國協電動車電池製造設備:市場佔有率分析、產業趨勢、成長預測(2025-2030)

ASEAN Countries Electric Vehicle Battery Manufacturing Equipment - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

價格

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

預計2025年東南亞國協電動車電池製造設備市場規模為2,254萬美元,預計2030年將達5,569萬美元,預測期內(2025-2030年)複合年成長率為19.83%。

東協國家電動車電池製造設備-市場-IMG1

主要亮點

  • 從中期來看,政府對電池製造的政策和投資,以及電池原料(特別是鋰離子)成本的下降,預計將在預測期內推動市場發展。
  • 另一方面,高昂的初始投資成本預計將拖累市場的未來發展。
  • 然而,這些國家對電動車有著長期雄心勃勃的目標,預計在預測期內創造重大商機。
  • 由於該國對電動車電池製造的投資增加,預計泰國將出現強勁成長。

東南亞國協電動車電池製造設備市場趨勢

鋰離子電池領域預計將大幅成長

  • 鋰離子電池製造設備包括專門製造鋰離子電池的專用機械和工具。近年來,東南亞國協電動車(EV)用鋰離子電池產量快速成長。這是由電動車需求不斷成長、政府支持政策以及該地區在全球供應鏈中的關鍵作用所推動的。隨著製造業的增加,對鋰離子電池製造設備的需求也增加。
  • 此外,國內製造設施的進步在降低這些國家的鋰離子電池價格方面發揮關鍵作用。隨著電動車需求的成長,規模經濟導致生產成本降低。因此,隨著鋰離子電池價格的下降,企業正在增加對電動車電池生產的投資,進一步推動該地區相關製造設備的需求。
  • 2023年鋰離子電池組價格與前一年同期比較%,穩定在139美元/kWh。除了價格下降之外,泰國、印尼、越南和馬來西亞等國家的個人和商用電動車的使用量也在激增。這一勢頭正在刺激國內鋰離子電池的生產,並擴大對電池製造設備的需求,旨在減少對進口的依賴並加強國內電動車產業。
  • 例如,全球知名鋰電池製造商中國億緯鋰能於2023年8月在馬來西亞吉打州居林破土動工新工廠,首期投資4.22億美元。這些戰略投資正在擴大電動車鋰離子電池的生產,並增加對製造設備的需求。
  • 鑑於價格下降和電動車鋰離子電池生產的快速投資,該行業可能在未來幾年獲得顯著的市場佔有率。

泰國,預計將出現顯著成長

  • 由於電動車鋰離子電池的生產環境良好,泰國電動車鋰離子電池製造設備市場預計將大幅成長。在政府的支持下,泰國正在成為電動車生產的區域中心。政府制定了一個雄心勃勃的目標,即到 2030 年,電動車佔汽車產量的 30%,透過稅收優惠和補貼吸引電動車和電池製造商。
  • 此外,特別是中國電池製造商正在積極投資在泰國新建電動車電池工廠。投資的激增將增加對該國生產電動車電池所需的設備的需求。
  • 例如,2024年3月,中國著名電池製造商蜂巢能源開始在其位於泰國春武里府是拉差的最先進工廠大規模生產電動車電池組。該工廠的年生產能力約為 60,000 個模組和電池組。
  • 泰國電動車的普及正在加速,各公司正在增加對當地製造地的投資。泰國汽車研究所的資料凸顯了這個趨勢。 2023年,泰國註冊電動車數量激增至172,540輛,較前一年的84,570輛大幅增加。電動車普及率的顯著提高支持了對電動車製造設備不斷成長的需求。
  • 在泰國,由於泰國4.0和東部經濟走廊(EEC)等政府舉措,電動車電池製造設備的前景仍然樂觀。這些舉措旨在透過提供稅收減免和簡化監管等有吸引力的獎勵,使泰國成為電動車和電池等高科技領域的地區領跑者。
  • 鑑於政府的堅定支持和電動車的加速採用,泰國有望在未來幾年實現顯著成長。

東南亞國協電動車電池製造設備產業概況

東南亞國協的電動車電池製造設備市場已減半。市場主要企業包括(排名不分先後)WONIK PNE、舒勒股份公司、日立、ABB 有限公司和三菱重工。

其他好處

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

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
  • 2029年之前的市場規模與需求預測(單位:美元)
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 電池製造的政府政策和投資
      • 電池原物料成本下降
    • 抑制因素
      • 初期投資成本高
  • 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
    • 競爭公司之間的敵對關係
  • 投資分析

第5章市場區隔

  • 按流程
    • 混合物
    • 塗層
    • 日曆
    • 狹縫/電極加工
    • 其他工藝
  • 透過電池
    • 鋰離子
    • 鉛酸電池
    • 鎳氫電池
    • 其他電池
  • 按地區
    • 東南亞國協
      • 印尼
      • 馬來西亞
      • 菲律賓
      • 新加坡
      • 泰國
      • 越南
      • 其他東南亞國協

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • WONIK PNE CO., LTD.
    • Schuler AG
    • Hitachi Ltd
    • ABB Ltd.
    • Mitsubishi Heavy Industries, Ltd
    • Sovema Group
    • Daiichi Jitsugyo Thailand Co Ltd
    • Yokogawa India Ltd.
  • 其他知名企業名單
  • 市場排名分析

第7章 市場機會及未來趨勢

  • 電動車的長期目標
簡介目錄
Product Code: 50003706

The ASEAN Countries Electric Vehicle Battery Manufacturing Equipment Market size is estimated at USD 22.54 million in 2025, and is expected to reach USD 55.69 million by 2030, at a CAGR of 19.83% during the forecast period (2025-2030).

ASEAN Countries Electric Vehicle Battery Manufacturing Equipment - Market - IMG1

Key Highlights

  • Over the medium term, government policies and investments towards battery manufacturing, and a decline in the cost of battery raw materials, especially lithium-ion, are expected to drive the market in the forecast period.
  • On the other hand, high initial investment costs are expected to hamper the market in the future.
  • Nevertheless, long-term ambitious targets for electric vehicles in these countries are expected to create a significant opportunity in the forecast period.
  • Thailand is expected to grow significantly owing to the increasing investment in EV battery manufacturing in the country.

ASEAN Countries Electric Vehicle Battery Manufacturing Equipment Market Trends

Lithium-ion Battery Segment is Expected to Grow Significantly

  • Lithium-ion battery manufacturing equipment includes specialized machines and tools tailored for producing lithium-ion batteries. In recent years, ASEAN countries have seen a surge in lithium-ion battery production for electric vehicles (EVs), spurred by rising EV demand, supportive government policies, and the region's pivotal role in global supply chains. With this uptick in manufacturing, the need for lithium-ion battery production equipment is set to rise.
  • Moreover, advancements in domestic manufacturing equipment have played a crucial role in driving down lithium-ion battery prices across these nations. As EV demand escalates, achieving economies of scale has led to reduced production costs. Consequently, with falling lithium-ion battery prices, companies are ramping up investments in EV battery production, further fueling the demand for associated manufacturing equipment in the region.
  • In 2023, lithium-ion battery pack prices plummeted by 14% from the prior year, settling at USD139/kWh. Beyond this price dip, countries like Thailand, Indonesia, Vietnam, and Malaysia are experiencing a surge in both personal and commercial EV adoption. This momentum has spurred local lithium-ion battery production, aiming to lessen import reliance and bolster domestic EV sectors, thereby amplifying the demand for battery manufacturing equipment.
  • For example, in August 2023, EVE Energy Co. Ltd., a prominent global lithium battery manufacturer from China, broke ground on a new facility in Kulim, Kedah, Malaysia, with an initial investment of USD 422 million. Such strategic investments are poised to elevate lithium-ion battery production for EVs, subsequently driving up the demand for manufacturing equipment.
  • Given the declining prices and surging investments in EV lithium-ion battery production, this segment is poised to command a substantial share in the coming years.

Thailand is Expected to Grow Significantly

  • Thailand's electric vehicle (EV) battery manufacturing equipment market is poised for substantial growth, bolstered by a favorable environment for EV battery production. With government backing, Thailand has emerged as a regional hub for EV production. The government is luring EV manufacturers and battery producers with tax incentives and subsidies, setting an ambitious goal to have 30% of its automotive output as EVs by 2030.
  • Furthermore, a growing number of battery manufacturers, especially from China, are keenly investing in new facilities for EV batteries in Thailand. This surge in investments is set to boost the demand for equipment essential for EV battery production in the country.
  • For example, in March 2024, SVOLT Energy, a prominent Chinese battery manufacturer, kicked off mass production of EV battery packs at its state-of-the-art facility in Si Racha, located in Chonburi province, Thailand. This facility is equipped with an impressive annual production capacity of around 60,000 modules and packs.
  • As the adoption of electric vehicles continues to surge in Thailand, companies are amplifying their investments in local manufacturing hubs, consequently spurring demand for manufacturing equipment. Data from the Thailand Automotive Institute highlights this trend: in 2023, registered electric vehicles in Thailand surged to 172,540 units, a notable increase from the previous year's 84,570. Such a significant uptick in EV adoption underscores the expanding need for EV manufacturing equipment.
  • Looking ahead, the outlook for EV battery manufacturing equipment in Thailand remains optimistic, due to government initiatives like Thailand 4.0 and the Eastern Economic Corridor (EEC). These initiatives are designed to elevate Thailand's status as a regional frontrunner in high-tech sectors, including EVs and batteries, by providing attractive incentives such as tax breaks and simplified regulations.
  • Given the government's unwavering support and the accelerating adoption of EVs, Thailand is set for notable growth in the coming years.

ASEAN Countries Electric Vehicle Battery Manufacturing Equipment Industry Overview

The ASEAN country's electric vehicle battery manufacturing equipment market is semi-fragmented. Some of the major players in the market (in no particular order) include WONIK PNE CO., LTD., Schuler AG, Hitachi Ltd, ABB Ltd., and Mitsubishi Heavy Industries, Ltd.

Additional Benefits:

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

TABLE OF CONTENTS

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, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Government Policies and Investments towards battery manufacturing
      • 4.5.1.2 Decline in cost of battery raw materials
    • 4.5.2 Restraints
      • 4.5.2.1 High initial investment costs
  • 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
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Process
    • 5.1.1 Mixing
    • 5.1.2 Coating
    • 5.1.3 Calendering
    • 5.1.4 Slitting and Electrode Making
    • 5.1.5 Other Process
  • 5.2 Battery
    • 5.2.1 Lithium-ion
    • 5.2.2 Lead-Acid
    • 5.2.3 Nickel Metal Hydride Battery
    • 5.2.4 Other Batteries
  • 5.3 Geography
    • 5.3.1 ASEAN Countries
      • 5.3.1.1 Indonesia
      • 5.3.1.2 Malaysia
      • 5.3.1.3 Philippines
      • 5.3.1.4 Singapore
      • 5.3.1.5 Thailand
      • 5.3.1.6 Vietnam
      • 5.3.1.7 Rest of ASEAN Counties

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 WONIK PNE CO., LTD.
    • 6.3.2 Schuler AG
    • 6.3.3 Hitachi Ltd
    • 6.3.4 ABB Ltd.
    • 6.3.5 Mitsubishi Heavy Industries, Ltd
    • 6.3.6 Sovema Group
    • 6.3.7 Daiichi Jitsugyo Thailand Co Ltd
    • 6.3.8 Yokogawa India Ltd.
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Long-term ambitious targets for electric vehicles