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1636457

亞太地區電動汽車電池製造設備：市場佔有率分析、產業趨勢與成長預測（2025-2030）

Asia-Pacific 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 130 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年亞太地區電動汽車電池製造設備市場規模為79.5億美元，2030年達219.1億美元，預測期間（2025-2030年）複合年成長率為22.48%。

亞太地區電動汽車電池製造設備-市場-IMG1

主要亮點

  • 從中期來看，電動車（EV）普及率的提高以及政府對電動車電池製造的支持措施和投資預計將在預測期內推動亞太電動汽車電池製造設備市場的需求。
  • 另一方面，高昂的初始投資和設置成本預計將阻礙預測期內的市場成長。
  • 然而，電動車電池本地生產的擴大預計未來將為亞太地區電動汽車電池製造設備市場帶來重大商機。
  • 在該地區所有國家中，印度預計在預測期內電動車電池製造業將顯著成長。

亞太地區電動汽車電池製造設備市場趨勢

鋰離子電池成長迅速

  • 鋰離子 (Li-ion) 電池正在徹底改變電動車 (EV) 產業，推動亞太地區電池製造取得重大進步。其高能量密度、長循環壽命和快速充電能力鞏固了其在電動車市場的主導地位。
  • 鋰離子電池的獨特之處在於其出色的容量重量比。儘管鋰離子電池成本較高，亞太地區主要企業仍在投資研發並增加產量。這種動態運動正在加劇競爭、降低價格並擴大鋰離子電池的可用性。
  • 2023年，電動車電池組的平均價格降至139美元/kWh時，大幅下降13%。據預測，這種下降勢頭預計將持續下去，到2025年將達到113美元/千瓦時，並在2030年進一步降至80美元/千瓦時。在技​​術和製造進步的推動下，價格下降可能會擴大該地區對鋰離子電池專業製造設備的需求。
  • 亞太國家政府正在積極支持電動車機芯，並透過優惠政策和獎勵促進鋰離子電池生產。這些舉措的核心是研究和開發，特別是尋找具有成本效益的材料來取代鈷等昂貴的零件。這項策略不僅降低了製造成本，還加強了永續供應鏈並增加了對尖端製造工具的需求。
  • 例如，2024 年 5 月，中國宣布巨額投資約 60 億元人民幣（8.45 億美元），旨在開拓下一代電動車電池技術，包括固態電池。與傳統鋰離子電池相比，這些創新提高了能量密度和安全性，預計將推動該地區對先進製造設備的需求。
  • 此外，2023年12月，韓國財政部決定在未來五年內向鋰電池產業注入38兆韓元（約285億美元）的政策資金，並計畫於2024年正式推出。該策略包括1兆韓元（約7.5億美元）的鋰電池產業促進基金、736億韓元（約5,520萬美元）的研發投資，以及重大的礦產資源強化。這些舉措，再加上培育電池再利用和回收生態系統的努力，將為鋰離子電池產業乃至電動車電池製造設備市場注入活力。
  • 此外，對鋰離子電池不斷成長的需求導致亞太地區超級工廠的出現。這些大型生產基地在確保電池穩定供應以滿足電動車快速成長的需求方面發揮關鍵作用。該地區的主要企業已經啟動了多個計劃，並為蓬勃發展的電動車電池市場做好了準備。
  • 例如，2024年2月，BMW宣布計畫在泰國羅勇興建電動車電池工廠。隨著該工廠為鋰離子電池生產設定了積極的目標，該合資企業必將刺激對尖端製造工具的需求。
  • 這些進步正在提高鋰離子電池的產能，並增加對複雜電動車電池製造工具的需求。生產設施的不斷擴張和最尖端科技的採用對於塑造亞太地區電動汽車電池製造設備的未來至關重要。

印度正在經歷顯著的成長

  • 隨著環保移動解決方案的推出，印度的電動車 (EV) 電池製造業正在迅速擴張。這一成長是由政府舉措、電動車需求激增以及國內外公司的大量投資所推動的。
  • 隨著印度轉向清潔能源，大力投資電動車已成為許多公司的首要任務。該地區的電動車銷量大幅成長。例如，根據國際能源總署（IEA）的報告，2023年印度純電動車（BEV）銷量將達到約82,000輛，與2022年相比成長驚人的70%。如果電動車的普及繼續穩定成長，對電動車電池製造的需求預計將迅速增加。此外，印度政府還制定了一個雄心勃勃的目標，即到2030年使新登記的私家車30%、巴士40%、商用車70%、兩輪和三輪車80%電動化。這些目標證實了對電池（尤其是鋰離子電池）的快速成長的需求，並表明電動車電池製造和相關製造設備的市場蓬勃發展。
  • 印度已成為電動車電池製造投資的磁石，吸引了國內外的參與者。此次注資的戰略目的是加強該國的電動車基礎設施、遏制對石化燃料的依賴並支持永續交通。在政府支持性政策和獎勵的支持下，這些投資正在鞏固印度在全球電動車領域的地位。
  • 例如，Ola Electric於2024年7月宣布將投資1億美元在印度泰米爾納德邦建造超級工廠的早期階段。該工廠將生產國產鋰離子電池。 Ola Electric 計劃在明年初之前從目前從韓國和中國進口的電池轉向生產自己的電動車電池。預計此類發展將在未來幾年引發電池生產設備的需求激增。
  • 此外，印度政府正在推出一系列舉措，以加速電動車（EV）的普及並促進當地電池製造。這些措施包括對電動車購買者的補貼、對製造商的稅收減免以及增加充電基礎設施的投資。
  • 例如，2023年，印度政府宣布了另一個雄心勃勃的目標：到2030年，30%的私家車、70%的商用車、80%的二輪車和三輪車將是電動的。此外，政府還推出了每千瓦時 10,000 印度盧比（120 美元）至 15,000 印度盧比（180 美元）的補貼獎勵措施。這些協調一致的努力不僅將促進電動車的生產和銷售，還將增加對電池製造和相關設備的需求。
  • 2022年初，產業巨頭Ex-Aid Industries宣布計畫投資7.18億美元在卡納塔克邦建立鋰離子電池製造工廠。該工廠啟動時產能為6GWh，預計2024年投入營運。
  • 2023 年 4 月，電池技術新興企業Log9 Materials 在班加羅爾賈庫爾開設了印度第一家鋰離子電池製造工廠。 Log9 的宏偉目標是，從 50MWh 的產能開始，到 2025 年第一季將電池製造產能擴大到 1GWh，電池組產能擴大到 2GWh。這些發展導致印度對電動車電池製造設備的強勁需求。
  • 鑑於這些動態，印度很可能在未來幾年成為電動車電池製造設備的重要市場。

亞太地區電動汽車電池製造設備產業概況

亞太地區電動汽車電池製造設備市場已縮減一半。市場主要企業包括（排名不分先後）日立、杜爾股份公司、舒勒股份公司、日本小松公司NTC和無錫利德智慧裝備。

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
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 電動車的擴張
      • 政府對電動車電池製造的支持政策與投資
    • 抑制因素
      • 需要較高的初始投資和推出成本
  • 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
    • 鋰離子電池
    • 鉛酸電池
    • 鎳氫電池
    • 透過其他電池
  • 按地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 馬來西亞
    • 泰國
    • 印尼
    • 越南
    • 其他亞太地區

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
    • Hitachi Ltd.
    • Schuler AG
    • Wuxi Lead Intelligent Equipment Co Ltd
    • Xiamen Tmax Battery Equipments Limited
    • Xiamen TOB New Energy Technology Co., Ltd.
    • TC Machinery Co., Ltd.
    • Komatsu NTC Ltd.
    • Shenzhen Yinghe Technology Co.,Ltd.
    • Xiamen Lith Machine Limited
  • 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

  • 擴大電動車電池的本地生產
簡介目錄
Product Code: 50003724

The Asia-Pacific Electric Vehicle Battery Manufacturing Equipment Market size is estimated at USD 7.95 billion in 2025, and is expected to reach USD 21.91 billion by 2030, at a CAGR of 22.48% during the forecast period (2025-2030).

Asia-Pacific Electric Vehicle Battery Manufacturing Equipment - Market - IMG1

Key Highlights

  • Over the medium term, the growing adoption of electric vehicles (EV) and supportive government initiatives and investments towards EV battery manufacturing are expected to drive the demand for the Asia-Pacific electric vehicle battery manufacturing equipment market during the forecast period.
  • On the other hand, the requirement of high initial investments and setup costs are expected to hinder the market's growth during the forecast period.
  • Nevertheless, the expansion of local EV battery production is expected to create vast opportunities for the Asia-Pacific electric vehicle battery manufacturing equipment market in the future.
  • Among all the countries in the region, India is expected to have significant growth in the electric vehicle battery manufacturing industry during the forecast period.

Asia-Pacific Electric Vehicle Battery Manufacturing Equipment Market Trends

Lithium-ion Battery to be the Fastest Growing

  • Lithium-ion (Li-ion) batteries have transformed the electric vehicle (EV) industry, spurring notable advancements in battery manufacturing across the Asia-Pacific region. Their high energy density, long cycle life, and rapid charging capabilities have solidified their dominance in the EV market.
  • What distinguishes lithium-ion batteries is their superior capacity-to-weight ratio. Even though they come at a premium, top players in the Asia-Pacific are channeling investments into R&D and ramping up production. This surge in activity is intensifying competition and driving prices down, broadening the accessibility of lithium-ion batteries.
  • In 2023, the average price of EV battery packs fell to USD 139/kWh, marking a significant 13% drop. Projections indicate this downward momentum will persist, with prices anticipated to reach USD 113/kWh by 2025 and plummet further to USD 80/kWh by 2030. These price reductions, spurred by advancements in technology and manufacturing, are likely to amplify the demand for specialized manufacturing equipment for lithium-ion batteries in the region.
  • Asia-Pacific governments are actively championing the electric vehicle movement and bolstering lithium-ion battery production through favorable policies and incentives. Central to these initiatives is R&D, particularly in identifying cost-effective material substitutes for expensive components like cobalt. This strategy not only reduces manufacturing expenses but also strengthens a sustainable supply chain, heightening the demand for cutting-edge manufacturing tools.
  • For instance, in May 2024, China announced a substantial investment of approximately CNY 6 billion (USD 845 million) aimed at pioneering next-generation battery technologies for EVs, including solid-state batteries. Given their enhanced energy density and safety over traditional lithium-ion batteries, these innovations are poised to drive up the demand for advanced manufacturing equipment in the region.
  • Furthermore, in December 2023, South Korea's Ministry of Finance committed KRW 38 trillion (~USD 28.5 billion) in policy financing to the lithium battery sector over the next five years, with official rollout set for 2024. Their strategy encompasses a KRW 1 trillion (~USD 750 million) promotion fund for the lithium battery industry, a KRW 73.6 billion (~USD 55.2 million) R&D investment, and strengthening critical mineral reserves for local battery production. These moves, alongside efforts to cultivate a battery reuse and recycling ecosystem, are set to energize the lithium-ion battery sector and, consequently, the market for EV battery manufacturing equipment.
  • Additionally, the rising appetite for lithium-ion batteries has catalyzed the emergence of Gigafactories throughout the Asia-Pacific. These colossal production hubs play a crucial role in ensuring a steady supply of battery cells to cater to the surging EV demand. Key players in the region are embarking on multiple projects, positioning themselves for a flourishing EV battery market.
  • As an illustration, in February 2024, BMW announced its plans for an EV battery factory in Rayong, Thailand, with ambitions to establish the country as a key export center for Asia-Pacific's EV batteries. Given the facility's aggressive targets for lithium-ion battery production, this venture is bound to stimulate demand for state-of-the-art manufacturing tools.
  • With these advancements, lithium-ion battery production capacity is on the rise, driving the need for sophisticated EV battery manufacturing tools. The continuous expansion of production facilities and the adoption of cutting-edge technologies are crucial in shaping the future of the Asia-Pacific EV battery manufacturing equipment landscape.

India To Witness Significant Growth

  • India's electric vehicle (EV) battery manufacturing industry is rapidly expanding as the nation embraces greener mobility solutions. This growth is fueled by government initiatives, surging demand for electric vehicles, and substantial investments from both domestic and international entities.
  • As India pivots towards clean energy, the emphasis on electric vehicles has become paramount for numerous companies. EV sales in the region have surged dramatically. For example, the International Energy Agency (IEA) reported that battery electric vehicle (BEV) sales in India hit approximately 82,000 units in 2023, marking a staggering 70% increase from 2022. With such a robust uptick in EV adoption, the demand for EV battery manufacturing is poised to skyrocket. Furthermore, the Indian Government has set ambitious targets for 2030: aiming for 30% of newly registered private cars, 40% of buses, 70% of commercial vehicles, and a striking 80% of two-wheelers and three-wheelers to be electric. Such targets underscore a burgeoning demand for batteries, especially lithium-ion, and signal a thriving market for EV battery manufacturing and related production equipment.
  • India has emerged as a magnet for investments in EV battery manufacturing, attracting both domestic and international players. This capital influx is strategically aimed at strengthening the nation's electric vehicle infrastructure, curbing reliance on fossil fuels, and championing sustainable transportation. Bolstered by supportive government policies and incentives, these investments are cementing India's stature in the global EV arena.
  • For instance, in July 2024, Ola Electric unveiled a USD 100 million investment for the initial phase of its gigafactory in Tamil Nadu, India. This facility is set to produce indigenous lithium-ion batteries. Ola Electric plans to transition to its battery cells for its electric vehicles by early next year, moving away from current imports from Korea and China. Such moves are set to catalyze a surge in battery production equipment demand in the coming years.
  • Moreover, the Indian government has rolled out a suite of initiatives to amplify electric vehicle (EV) adoption and stimulate local battery manufacturing. These measures encompass subsidies for EV purchasers, tax breaks for manufacturers, and bolstered investments in charging infrastructure.
  • As an illustration, in 2023, the Indian government reiterated its ambitious targets: 30% of private cars, 70% of commercial vehicles, and 80% of two and three-wheelers are to be electric by 2030. Additionally, the government has introduced subsidy incentives ranging from INR 10,000 per kWh (USD 120) to INR 15,000 per kWh (USD 180). These concerted efforts are set to not only boost EV production and sales but also amplify the demand for battery manufacturing and related equipment.
  • In early 2022, industry giant Exide Industries unveiled plans for a USD 718 million investment to establish a lithium-ion cell manufacturing plant in Karnataka. The facility, starting with a 6 GWh capacity, is slated to commence operations by 2024, with ambitions to double its capacity to 12 GWh in subsequent years.
  • In April 2023, Log9 Materials, a battery technology startup, inaugurated India's maiden lithium-ion cell manufacturing facility in Jakkur, Bengaluru. Starting with a 50 MWh capacity, Log9 is eyeing an ambitious expansion to 1 GWh for cell manufacturing and 2 GWh for battery packs by Q1 2025. Such developments are fueling a robust demand for EV battery manufacturing equipment in India.
  • Given these dynamics, India is poised to emerge as a significant market for EV battery manufacturing equipment in the coming years.

Asia-Pacific Electric Vehicle Battery Manufacturing Equipment Industry Overview

The Asia-Pacific Electric Vehicle Battery Manufacturing Equipment market is semi-fragmented. Some of the key players in the market (not in any particular order) include Hitachi Ltd., Duerr AG, Schuler AG, Komatsu NTC Ltd., and Wuxi Lead Intelligent Equipment Co 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 Growing Adoption of Eelectric Vehicles
      • 4.5.1.2 Supportive Government Policies and Investments Towards EV Battery Manufacturing
    • 4.5.2 Restraints
      • 4.5.2.1 Requirement of High Initial Investments and Setup 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 Battery
    • 5.2.2 Lead-acid Battery
    • 5.2.3 Nickel Metal Hydride Battery
    • 5.2.4 Other Batteries
  • 5.3 Geography
    • 5.3.1 China
    • 5.3.2 India
    • 5.3.3 Japan
    • 5.3.4 South Korea
    • 5.3.5 Malaysia
    • 5.3.6 Thailand
    • 5.3.7 Indonesia
    • 5.3.8 Vietnam
    • 5.3.9 Rest of Asia-Pacific

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 Hitachi Ltd.
    • 6.3.3 Schuler AG
    • 6.3.4 Wuxi Lead Intelligent Equipment Co Ltd
    • 6.3.5 Xiamen Tmax Battery Equipments Limited
    • 6.3.6 Xiamen TOB New Energy Technology Co., Ltd.
    • 6.3.7 TC Machinery Co., Ltd.
    • 6.3.8 Komatsu NTC Ltd.
    • 6.3.9 Shenzhen Yinghe Technology Co.,Ltd.
    • 6.3.10 Xiamen Lith Machine Limited
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Expansion of Local EV Battery Production