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市場調查報告書
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1636478

東協國家電動車電池電解:市場佔有率分析、產業趨勢、成長預測(2025-2030)

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

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年東南亞國協電動車電池電解市場規模為1,002萬美元,預計2030年將達1,622萬美元,預測期間(2025-2030年)複合年成長率為10.11%。

東協國家電動車電池電解液-市場-IMG1

主要亮點

  • 從中期來看,在電動車(EV)的快速採用和政府支持措施的推動下,市場將會成長。
  • 相反,供應鏈中斷可能對成長構成挑戰。
  • 然而,電解質配方的進步在不久的將來為市場提供了利潤豐厚的機會。
  • 在該地區,新加坡脫穎而出,由於共同努力加強該國的電動車生態系統,預計將顯著成長。

東南亞國協電動車電池電解市場趨勢

鋰離子電池領域佔市場主導地位

  • 在電動車的快速普及和電池技術創新的推動下,鋰離子電池領域已成為東協地區電動車(EV)電池電解市場的重要組成部分。
  • 隨著地方政府支持環保交通以及消費者對電動車的偏好增加,對高效能、高性能電池的需求不斷增加。電解質在增強電池性能、確保安全和延長壽命方面發揮著重要作用。
  • 鋰離子電池市場擴張的關鍵驅動力是電池成本的大幅下降。例如,2023年鋰離子電池的平均價格已降至每千瓦時(kWh)約139美元,較2013年大幅下降82%以上。根據預測,2025年可能降至113美元/度以下,2030年達到80美元/度。
  • 電池價格的下降趨勢不僅使電動車對消費者更實惠,而且鼓勵製造商致力於先進的電池技術和優質電解液,從而擴大市場需求。
  • 此外,永續性已成為鋰離子電池領域的關鍵力量。隨著環保意識的增強,製造商正在轉向採用永續材料製成的環保電解質解決方案。這種綠色轉變不僅符合消費者的偏好,也符合旨在遏制電池生產對環境足跡的監管要求。
  • 2024 年 7 月,LG Energy Solution 和現代汽車公司在印尼開設了一座 10GWh 產能的電動車電池製造工廠。 2024 年 10 月,印尼進一步實現了成為世界電動車中心的雄心,宣布與中國寧德時代新能源科技有限公司 (CATL) 成立合資企業,承諾投資 12 億美元在東南亞生產鋰離子電池。
  • 總之,在投資增加和價格下降的推動下,該地區鋰離子技術的採用將加速,為未來幾年市場的大幅成長鋪路。

新加坡可望發揮重要作用

  • 新加坡在東協電動車充電基礎設施方面處於領先地位,擁有超過 1,800 個公共充電點。新加坡政府計劃在 2030年終再安裝 6 萬個充電站。
  • 從2021年到2025年,新加坡政府已累計2,200萬美元來促進電動車的採用。該舉措旨在增加私人土地上的充電樁數量並加強整體充電基礎設施。同時,新加坡將自己定位為電動車領域的重要研發中心,吸引跨國公司和新興企業的投資,並培育當地電動車生態系統。
  • 新加坡政府致力於遏制污染,並支持電動車。此次促銷活動預計將增加電動車銷量。特別是,新加坡的目標是到 2040 年從內燃機汽車過渡到清潔能源汽車。這背後的動力是新成立的國家消費電子和汽車中心(NEVC),它將引導新加坡實現2040年綠色能源汽車目標。這種轉變將在不久的將來增加對電池材料,特別是對電解質的需求。
  • 根據陸路交通管理局的報告,新加坡的電動車銷售正在上升。 2024 年 1 月至 7 月期間,新加坡註冊了 6,019 輛純電動車。這比 2023 年同期的 1,892 個註冊單位大幅增加 32.4%。
  • 電動車市場的快速成長不僅提供了環境效益,例如透過零排放和減少溫室氣體排放來改善空氣質量,而且在世界應對氣候變遷方面發揮著重要作用。
  • 鑑於消費者偏好和監管支持的一致,新加坡對電動車電池電解的需求可能會在未來一段時間內增加。

東南亞國協電動車電解電解液產業概況

東南亞國協電動車電池電解市場正走向半固體。主要參與企業包括(排名不分先後)三菱化學集團公司、3M、Dongwha Eletrolyte、 BASF SE、UBE Corp.。

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章調查方法

第3章執行摘要

第4章市場概況

  • 介紹
  • 至2029年市場規模及需求預測(單位:十億美元)
  • 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 (EV) 普及率提高
      • 政府支持措施
    • 抑制因素
      • 供應鏈中斷
  • 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

  • 電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 其他
  • 電解質類型
    • 液體電解質
    • 凝膠電解質
    • 固體電解質
  • 地區
    • 馬來西亞
    • 泰國
    • 印尼
    • 新加坡
    • 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
    • Mitsubishi Chemical Group
    • 3M
    • Dongwha Eletrolyte
    • UBE Corp.
    • BASF SE
    • Hitachi, Ltd.
    • Cabot Corporation
    • Umicore NV
  • 市場排名/佔有率分析
  • 其他知名公司名單

第7章 市場機會及未來趨勢

  • 電解液配方的創新
簡介目錄
Product Code: 50003746

The ASEAN Countries Electric Vehicle Battery Electrolyte Market size is estimated at USD 10.02 million in 2025, and is expected to reach USD 16.22 million by 2030, at a CAGR of 10.11% during the forecast period (2025-2030).

ASEAN Countries Electric Vehicle Battery Electrolyte - Market - IMG1

Key Highlights

  • In the medium term, the market is poised for growth, fueled by the surging adoption of electric vehicles (EVs) and supportive government initiatives.
  • Conversely, disruptions in the supply chain may pose challenges to this growth.
  • However, advancements in electrolyte formulations present lucrative opportunities for the market in the near future.
  • Within the region, Singapore stands out, anticipating notable growth, thanks to its concerted efforts to bolster the country's EV ecosystem.

ASEAN Countries Electric Vehicle Battery Electrolyte Market Trends

Lithium-Ion Batteries Segment to Dominate the Market

  • The lithium-ion battery segment stands as a pivotal component of the electric vehicle (EV) battery electrolyte market in the ASEAN region, propelled by the swift uptake of electric vehicles and innovations in battery technology.
  • With regional governments championing greener transportation and a growing consumer preference for EVs, the appetite for efficient, high-performance batteries is on the rise. Electrolytes play a vital role in boosting battery performance, ensuring safety, and extending longevity.
  • A key driver behind the lithium-ion battery segment's expansion is the notable drop in battery costs. For example, in 2023, the average price of lithium-ion batteries dipped to approximately USD 139 per kilowatt-hour (kWh), marking a remarkable decline of over 82% since 2013. Forecasts suggest prices might slide below USD 113/kWh by 2025 and could touch USD 80/kWh by 2030.
  • This downward trajectory in battery prices not only enhances the affordability of electric vehicles for consumers but also spurs manufacturers to delve into advanced battery technologies and premium electrolytes, amplifying market demand.
  • Moreover, sustainability is emerging as a pivotal force in the lithium-ion battery segment. With a surge in environmental consciousness, manufacturers are pivoting towards eco-friendly electrolyte solutions crafted from sustainable materials. This green shift not only resonates with consumer preferences but also dovetails with regulatory mandates aimed at curbing the environmental footprint of battery production.
  • In July 2024, LG Energy Solution and Hyundai Motor Corp inaugurated a 10 GWh capacity EV battery manufacturing facility in Indonesia. Furthering its ambition to be a global EV hub, Indonesia, in October 2024, unveiled a joint venture with China's Contemporary Amperex Technology Co Ltd (CATL), committing a substantial USD 1.2 billion towards lithium-ion battery production in the Southeast Asian landscape.
  • In conclusion, driven by increasing investments and declining prices, the adoption of lithium-ion technology is set to accelerate in the region, paving the way for substantial market growth in the years ahead.

Singapore Expected to Play a Key Role

  • Singapore has been at the forefront of EV charging infrastructure in ASEAN, with more than 1,800 public charging points available. The Government of Singapore plans to install 60,000 more charging points by the end of 2030.
  • From 2021 to 2025, the Singapore government has earmarked USD 22 million to boost EV adoption. This initiative aims to bolster the number of chargers on private properties, enhancing the overall charging infrastructure. Concurrently, Singapore has positioned itself as a pivotal R&D hub for the EV sector, attracting investments from multinationals and startups alike, thereby nurturing a robust local EV ecosystem.
  • With a commitment to curbing pollution, the Singapore government is championing electric mobility. This push is anticipated to drive up EV sales. Notably, Singapore aims to transition from internal combustion engines to cleaner-energy vehicles by 2040. Leading this charge is the newly established National Electric Vehicle Centre (NEVC), steering efforts towards Singapore's 2040 green energy vehicle goal. This shift is poised to elevate the demand for battery materials, particularly electrolytes, in the near future.
  • As reported by the Land Transport Authority, EV sales in Singapore are on the rise. Between January-July 2024, the country registered 6,019 battery electric vehicles. This marks a significant jump from 1,892 registrations during the same period in 2023, representing an 32.4% increase.
  • The swift growth of the EV market not only benefits the environment-due to zero emissions improving air quality and curbing greenhouse gases-but also plays a vital role in the global fight against climate change.
  • Given the alignment of consumer preferences and regulatory support, the demand for electric vehicle battery electrolytes in Singapore is set to rise in the foreseeable future.

ASEAN Countries Electric Vehicle Battery Electrolyte Industry Overview

The ASEAN Countries' electric vehicle battery electrolyte market is semi-consolidated. Some of the major players include (not in particular order) Mitsubishi Chemical Group, 3M, Dongwha Eletrolyte, BASF SE, and UBE Corp. among others.

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 Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, 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 Rising Electric Vehicle (EV) Adoption
      • 4.5.1.2 Supportive Government Initiatives
    • 4.5.2 Restraints
      • 4.5.2.1 Supply Chain Disruptions
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Force 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 Battery Type
    • 5.1.1 Lithium-Ion Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Others
  • 5.2 Electrolyte Type
    • 5.2.1 Liquid Electrolyte
    • 5.2.2 Gel Electrolyte
    • 5.2.3 Solid Electrolyte
  • 5.3 Geography
    • 5.3.1 Malaysia
    • 5.3.2 Thailand
    • 5.3.3 Indonesia
    • 5.3.4 Singapore
    • 5.3.5 Rest of ASEAN Countries

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 Mitsubishi Chemical Group
    • 6.3.2 3M
    • 6.3.3 Dongwha Eletrolyte
    • 6.3.4 UBE Corp.
    • 6.3.5 BASF SE
    • 6.3.6 Hitachi, Ltd.
    • 6.3.7 Cabot Corporation
    • 6.3.8 Umicore N.V
  • 6.4 Market Ranking/Share Analysis
  • 6.5 List of Other Prominent Companies

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Innovations in Electrolyte Formulations