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市場調查報告書
商品編碼
1636455

南美洲電動汽車電池製造設備：市場佔有率分析、產業趨勢、成長預測（2025-2030）

South America 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

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簡介目錄

南美洲電動車電池製造設備市場規模預計到2025年為5,000萬美元，預計2030年將達到11萬美元，預測期內（2025-2030年）複合年成長率為19.14%。

南美洲電動車電池製造設備-市場-IMG1

主要亮點

  • 從中期來看，電動車普及率的提高和該地區原料豐富等因素預計將成為預測期內南美電動車電池製造設備市場的最大推動力之一。
  • 另一方面，亞太地區等現有電池市場正在競爭。這對預測期內的南美洲電動車電池製造設備市場構成威脅。
  • 南美國家不斷努力建立合作夥伴關係，預計未來將為市場創造許多機會。
  • 由於政府加大力度建立電池製造和電動車普及率不斷提高，預計巴西將主導市場並在預測期內實現最高成長。

南美洲電動汽車電池製造設備市場趨勢

鋰離子電池實現顯著成長

  • 隨著南美洲轉向更永續的交通並加大對綠色技術的投資，該地區電動車 (EV) 製造的鋰離子電池市場有望大幅成長。鋰離子電池以其高能量密度、長循環壽命和低重量而聞名，已成為電動車的首選電池。由於這種日益成長的偏好，對鋰離子電池專業製造設備的需求不斷增加。
  • 隨著汽車製造商擴大電動車以滿足更嚴格的排放法規和消費者對環保選擇日益成長的需求，這一趨勢沒有放緩的跡象。與其他電池技術相比，鋰離子化學技術在電動車領域脫穎而出，具有能量密度高、循環壽命長、自放電率低等優點。
  • 技術資料表強調，鋰離子電池的比能量密度達到90-190Wh/kg。鋰離子電池的能量密度比鉛電池高約2.5倍，比鎳氫電池高1.5倍以上。由於具有如此優異的性能，鋰離子電池在各種應用中越來越偏好。
  • 在南美洲，巴西、智利和阿根廷已成為電動車領域的重要參與企業。在政府旨在減少碳排放的激勵措施和措施的推動下，這些國家不僅擁有豐富的鋰離子電池必需的鋰資源，而且還具有在全球供應鏈中佔據一席之地的戰略地位，我們正在加強本地製造能力。
  • 阿根廷第一座鋰電池工廠由 Y-TEC（阿根廷國家石油公司 YPF 的子公司）投資，計劃於 2023 年 9 月開始營運，這也反映了這一勢頭。該工廠將使用美國Livent 公司在地採購的鋰，該公司於今年稍早簽署了供應協議。
  • 這些措施將重塑阿根廷電動車電池製造設備市場。透過加強本地生產並減少對進口的依賴，在對國產電池和設備的需求不斷成長的推動下，市場正處於成長邊緣。此舉與阿根廷鞏固其在全球電動車供應鏈中地位的雄心完美契合。
  • 鑑於這些動態，鋰離子電池領域預計將在預測期內引領市場。

巴西主導市場

  • 受戰略經濟舉措、豐富的自然資源和國內對永續交通不斷成長的需求的推動，巴西在電動車電池生產設備市場上處於南美領先地位。作為該地區最大的經濟體，在政府和私營營業單位對當地製造業的大量投資的支持下，巴西的工業部門有望從世界轉向電動車的趨勢中受益。
  • 巴西東北部州蘊藏量豐富的鋰，這是鋰離子電池的關鍵成分。這些蘊藏量不僅將滿足快速成長的電動車需求，還將減少巴西對電池和零件進口的依賴，加劇國際市場競爭。
  • 根據能源研究所《世界能源統計年鑑》顯示，巴西鋰蘊藏量將從2022年的2,600噸達到2023年的4,900噸，大幅增加88.5%。這一激增凸顯了巴西龐大的鋰蘊藏量，並對不斷擴大的電池材料市場（尤其是電動車）來說是個好兆頭。
  • 巴西政府正在實施促進電動車普及的措施，包括稅收減免、購車補貼、充電基礎設施投資等。這些舉措旨在刺激當地電動車市場並吸引製造商在巴西設立生產設施。
  • 2023 年 12 月，巴西政府宣布了包含汽車產業新指令的臨時措施。這些指令不僅為車隊設定了永續性目標，也為培育創新技術提供了獎勵。到2024年，將為專注於脫碳並符合該計畫標準的公司提供7億美元的稅收優惠。
  • 計劃進一步擴大這項優惠待遇。 2025年將達到高峰7.61億美元，2026年將達7.8億美元，2027年將達8億美元，2028年將達8.2億美元。這些金額將轉換為金融信貸，該計劃預計將分配超過 39 億美元的信貸。相比之下，到 2022 年 Rota 2030 計畫的平均年度獎勵為 3.4 億美元。
  • 鑑於這些發展，巴西有望在未來幾年內實現強勁成長。

南美洲電動汽車電池製造設備產業概況

南美洲電動車電池製造設備市場適度整合。該市場的主要企業（排名不分先後）包括Durr AG、Schuler AG、日立、廈門天邁電池設備有限公司和ACEY新能源科技。

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
  • 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
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 電動車的擴張
      • 原料豐富
    • 抑制因素
      • 與現有市場的競爭
  • 供應鏈分析
  • 產業吸引力－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
    • 替代產品/服務的威脅
    • 競爭公司之間的敵對關係
  • 投資分析

第5章市場區隔

  • 過程
    • 混合物
    • 塗層
    • 日曆
    • 狹縫/電極加工
    • 其他
  • 電池
    • 鋰離子
    • 鉛酸
    • 鎳氫電池
    • 其他電池
  • 地區
    • 巴西
    • 阿根廷
    • 智利
    • 南美洲其他地區

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
    • Duerr AG
    • Schuler AG
    • Hitachi Ltd.
    • Xiamen Tmax Battery Equipments Limited
    • ACEY New Energy Technology
    • IPG Photonics Corporation
  • 其他知名公司名單
  • 市場排名/佔有率（%）分析

第7章 市場機會及未來趨勢

  • 區域合作
簡介目錄
Product Code: 50003722

The South America Electric Vehicle Battery Manufacturing Equipment Market size is estimated at USD 0.05 million in 2025, and is expected to reach USD 0.11 million by 2030, at a CAGR of 19.14% during the forecast period (2025-2030).

South America Electric Vehicle Battery Manufacturing Equipment - Market - IMG1

Key Highlights

  • Over the medium term, factors such as the increasing adoption of electric vehicles in the region coupled with the abundance of raw materials in the region are expected to be among the most significant drivers for the South American Electric Vehicle Battery Manufacturing Equipment Market during the forecast period.
  • On the other hand, established battery markets such as Asia Pacific are competing. This poses a threat to the South American Electric Vehicle Battery Manufacturing Equipment Market during the forecast period.
  • Nevertheless, continued efforts to create collaborations and partnerships between South American countries are expected to create several opportunities for the market in the future.
  • Brazil is expected to dominate the market and will likely register the highest growth during the forecast period due to the government's rising efforts to establish battery manufacturing and the growing adoption of electric vehicles.

South America Electric Vehicle Battery Manufacturing Equipment Market Trends

Lithium-ion Battery to Witness Significant Growth

  • As South America increasingly embraces sustainable transportation and invests in green technologies, the region's lithium-ion battery market for electric vehicle (EV) manufacturing is set for significant growth. Renowned for their high energy density, long cycle life, and lightweight nature, lithium-ion batteries have emerged as the top choice for electric vehicles. This surge in preference is driving a heightened demand for specialized manufacturing equipment tailored for these batteries.
  • As automakers expand their electric vehicle offerings to align with stringent emissions regulations and growing consumer demand for eco-friendly options, this trend shows no signs of slowing. Lithium-ion chemistry stands out in the electric vehicle realm, boasting advantages like high energy density, extended cycle life, and a lower self-discharge rate when stacked against other battery technologies.
  • Technical data sheets highlight that lithium-ion batteries achieve a specific energy density between 90 to 190 Wh/kg. This achievement is noteworthy: lithium-ion batteries deliver energy densities nearly 2.5 times that of lead-acid counterparts and over 1.5 times that of NiMH batteries. Such superior performance cements lithium-ion batteries' growing preference across diverse applications.
  • In South America, Brazil, Chile, and Argentina are emerging as pivotal players in the electric vehicle landscape. Bolstered by government incentives and policies targeting carbon emission reductions, these nations are not only rich in lithium resources-crucial for lithium-ion batteries-but are also strategically enhancing their local manufacturing capabilities to carve a niche in the global supply chain.
  • Highlighting this momentum, Argentina's first lithium battery plant, a venture by Y-TEC (a subsidiary of the Argentine state oil firm YPF), is set to kick off operations in September 2023. This plant will harness lithium sourced locally from Livent Corp, a US entity, which inked a supply agreement earlier this year.
  • Such strides are poised to reshape the Electric Vehicle Battery Manufacturing Equipment Market in Argentina. By bolstering local production and curbing reliance on imports, the market stands on the brink of growth, fueled by surging demand for domestically produced batteries and equipment. This move dovetails seamlessly with Argentina's ambition to solidify its stature in the global electric vehicle supply chain.
  • Given these dynamics, the lithium-ion battery segment is primed to lead the market during the forecast period.

Brazil to Dominate the Market

  • Brazil leads South America in the electric vehicle battery manufacturing equipment market, propelled by strategic economic policies, rich natural resources, and a rising domestic demand for sustainable transportation. As the region's largest economy, Brazil's industrial sector is poised to benefit from the global pivot towards electric mobility, bolstered by substantial investments from both the government and private entities in local manufacturing.
  • Brazil's northeastern states boast extensive lithium reserves, a crucial component for lithium-ion batteries. These reserves not only cater to the surging electric vehicle demand but also position Brazil to lessen its dependence on imported batteries and components, boosting its global market competitiveness.
  • According to the Energy Institute Statistical Review of World Energy, Brazil's lithium reserves reached 4.9 thousand tonnes in 2023, up from 2.6 thousand tonnes in 2022, marking a remarkable 88.5% growth. This surge highlights Brazil's significant lithium reserves, a boon for the expanding battery material market, especially for electric vehicles.
  • The Brazilian government has rolled out policies to promote electric vehicle adoption, including tax breaks, purchase subsidies, and charging infrastructure investments. These initiatives aim to invigorate the local electric vehicle market and attract manufacturers to establish production facilities in Brazil.
  • In December 2023, the Brazilian government unveiled a provisional measure with fresh directives for the automotive sector. These directives not only set sustainability goals for fleets but also offer incentives to nurture innovative technologies. For 2024, the tax incentive for companies focusing on decarbonization and meeting program criteria is pegged at USD 700 million.
  • This incentive is slated to grow: USD 761 million in 2025, USD 780 million in 2026, USD 800 million in 2027, and peak at USD 820 million in 2028. These amounts will be transformed into financial credits, with the program anticipated to distribute credits surpassing USD 3.9 billion. For perspective, the Rota 2030 program averaged annual incentives of USD 340 million until 2022.
  • Given these developments, Brazil is poised for substantial growth in the coming years.

South America Electric Vehicle Battery Manufacturing Equipment Industry Overview

The South America Electric Vehicle Battery Manufacturing Equipment Market is moderately consolidated. Some of the key players in this market (in no particular order) are Duerr AG, Schuler AG, Hitachi Ltd., Xiamen Tmax Battery Equipments Limited, and ACEY New Energy Technology.

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 Increasing Adoption of Electric Vehicles
      • 4.5.1.2 Abundance of Raw Materials
    • 4.5.2 Restraints
      • 4.5.2.1 Competition From Established Markets
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - 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 Calendaring
    • 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 Brazil
    • 5.3.2 Argentina
    • 5.3.3 Chile
    • 5.3.4 Rest of South America

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 Duerr AG
    • 6.3.2 Schuler AG
    • 6.3.3 Hitachi Ltd.
    • 6.3.4 Xiamen Tmax Battery Equipments Limited
    • 6.3.5 ACEY New Energy Technology
    • 6.3.6 IPG Photonics Corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Regional Collaboration