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南美洲電動車用 VRLA 電池:市場佔有率分析、產業趨勢與成長預測(2025-2030 年)

South America Electric Vehicle VRLA Batteries - 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EV VRLA電池市場規模預計2025年為2,617萬美元,預計2030年將下降至2,594萬美元。

南美洲電動車VRLA電池-市場-IMG1

主要亮點

  • 從中期來看,VRLA 電池的成本效益,特別是與鋰離子電池相比,以及電動Scooter和電動機車在該地區的激增,預計將在預測期內增強電動汽車對 VRLA 電池的需求.
  • 相反,向高性能鋰離子電池的快速過渡使得VRLA電池不適合高性能電動車,這對電動車VRLA電池市場的成長構成了重大挑戰。
  • 然而,VRLA 電池可用作電動車的輔助電源或備用電源,特別是在可靠性勝過能量密度的情況下。這個利基市場在不久的將來為電動車 VRLA 電池市場帶來了巨大的成長前景。
  • 巴西正成為南美洲電動車 VRLA 電池市場的領導者。原因是,由於這些電池具有成本效益且維護要求極低,因此擴大在電動二輪車中採用。

南美洲電動車 VRLA 電池市場趨勢

吸收式玻璃氈電池大幅成長

  • 南美洲電動車產業青睞 VRLA 電池,尤其是吸收式玻璃氈 (AGM) 類型電池,因為它們具有成本效益、可靠性和免維護特性。 AGM 電池比鋰離子電池更便宜,這使其成為電動車的有吸引力的選擇。
  • AGM 電池是 VRLA 技術的一個子集,因其優於傳統鉛酸電池的能力而受到關注。透過利用玻璃墊隔板吸收電解,AGM 電池具有明顯的優勢,尤其是在低成本電動車應用中。
  • 隨著混合動力汽車和純電動車在南美洲越來越流行,對 AGM 電池的需求正在迅速增加。南美洲主要國家的電動車銷售趨勢持續成長。國際能源總署的資料顯示,2023年巴西將以15.2萬輛的銷量領先,哥倫比亞以6,100輛緊隨其後,智利以920輛緊隨其後。隨著政府推出促進電動車普及的政策,銷售量預計將進一步增加。
  • 在都市區,對微型電動車、電動機車和Scooter的需求正在顯著增加。鑑於這些小型車輛的低功率要求,VRLA 電池(尤其是 AGM 型)的經濟性和可靠性使它們成為理想的選擇。
  • 該地區各國政府正在積極推動有利於電動機車和Scooter的協議。一個著名的例子是 SUNRA 阿根廷經銷商與當地政府於 2023 年 2 月建立的合作關係。此次合作旨在加強 SUNRA電動機車的促銷,並加強該品牌在阿根廷以及更廣泛的美洲地區的影響力。這些努力將擴大該地區的電動車市場,並在預測期內增加對 VRLA 電池(包括 AGM 類型)的需求。
  • AGM 電池在電動車中日益重要,證實了 VRLA 技術的持續重要性,尤其是在成本敏感地區。協議和計劃核准等政府措施正在進一步推動電動車市場的發展。
  • 2024年7月,比亞迪外交部長宣布計畫在秘魯興建電動車組裝廠。該工廠計劃於 2025 年初開始營運,年產能將達到 15 萬輛。預計此類企業不僅將提高該地區的電動車產量,還將擴大未來幾年對 AGM 電池的需求。
  • 因此,市場前景依然強勁,而電動車產量預計將激增,對 VRLA 電池的需求也將隨之增加。

巴西可望主導市場

  • 巴西電動車 VRLA(閥控鉛酸電池)市場規模雖小,但在電動車轉型過程中扮演重要角色。在全球範圍內,鋰離子電池在電動車市場上處於領先地位。然而,在巴西,VRLA電池,尤其是AGM(吸收式玻璃纖維氈)型電池,在電動摩托車、混合動力電動車和工業應用等領域佔據了一席之地。
  • 近年來,在消費者需求、環保意識不斷增強以及稅額扣抵和退稅等政府激勵措施的推動下,巴西電動車銷量大幅成長。隨著電動車的普及,電動車電池(包括 VRLA 電池)的需求也增加。
  • 根據國際能源總署(IEA)預測,2023年巴西電動車銷量將達到15.2萬輛,比2022年成長驚人的1.81倍,比2019年成長25.8倍。由於政府的支持政策,預計未來銷售將進一步成長。
  • 巴西增強電動車和減少碳排放的舉措間接促進了 VRLA 電池在低功率電動車領域的採用。對於優先考慮良好公共交通和清潔能源解決方案的城市來說尤其如此。
  • 2024年5月,由雷電網路、大型汽車租賃公司MOVIDA和中國汽車製造商比亞迪組成的財團將電動車的目標數提高到2萬輛。該合作夥伴關係旨在加強巴西的城市交通,最初的目標是到 2025年終將 10,000 輛電動車與 99 個應用程式連接起來。這些努力預計將刺激需求,特別是採用 VRLA 技術的電動車電池。
  • 雖然鋰離子電池對於電動車的普及變得越來越重要,但 VRLA 電池(尤其是 AGM 類型)預計將在利基市場中保持立足點。這包括巴西的電動摩托車、多用途車、工業應用等。
  • 一種新的電動摩托車製造體係正在出現。例如,2024年5月,在摩托車領域擁有壓倒性實力的Hero MotoCorp計畫在巴西設立第一個海外製造工廠。該公司正準備在本會計年度上半年擴大其Scooter系列。明年電動車領域預計將實現重大飛躍,推出針對中檔和經濟實惠細分市場的產品。此類措施將增加該地區對 VRLA 電池的需求。
  • 因此,這些計劃和舉措將擴大巴西的電動車產量,並在預測期內推動對電動車電池電解的需求。

南美洲電動車 VRLA 電池產業概況

南美洲電動車 VRLA 電池市場規模不大。主要企業(排名不分先後)包括 FIAMM Energy Technology SpA、EnerSys、Exide Technologies、Trojan Battery Company 和 C&D Technologies。

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
      • VRLA 電池的成本效益
      • 電動Scooter和電動機車的成長
    • 抑制因素
      • 替代電池技術的可用性
  • 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

  • 按類型
    • 吸收玻璃墊電池
    • 膠體電池
  • 按車型分類
    • 摩托車
    • 低速電動車
    • 工業電動車
  • 按地區
    • 巴西
    • 阿根廷
    • 哥倫比亞
    • 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
    • FIAMM Energy Technology SpA
    • EnerSys
    • Exide Technologies
    • Trojan Battery Company
    • Acumuladores Moura
    • C&D Technologies
    • Hoppecke Batteries
    • Ritar Power
  • 其他知名企業名單
  • 市場排名/佔有率分析

第7章 市場機會及未來趨勢

  • 備份和輔助應用程式
簡介目錄
Product Code: 50003841

The South America Electric Vehicle VRLA Batteries Market size is estimated at USD 26.17 million in 2025, and is expected to decline to USD 25.94 million by 2030.

South America Electric Vehicle VRLA Batteries - Market - IMG1

Key Highlights

  • Over the medium term, the cost-effectiveness of VRLA batteries, especially when compared to lithium-ion counterparts, coupled with the surging popularity of electric scooters and bikes in the region, is poised to bolster the demand for electric vehicle VRLA batteries during the forecast period.
  • Conversely, the swift transition towards advanced lithium-ion batteries is rendering VRLA batteries less pertinent for high-performance EVs, posing a significant challenge to the growth of the electric vehicle VRLA batteries market.
  • However, VRLA batteries find utility as auxiliary power sources or backups in electric vehicles, especially where reliability trumps energy density. This niche presents substantial growth prospects for the electric vehicle VRLA batteries market in the near future.
  • Brazil is set to emerge as the frontrunner in the South American electric vehicle VRLA batteries market, driven by the increasing adoption of these batteries in electric two-wheelers, thanks to their cost-efficiency and minimal maintenance needs.

South America Electric Vehicle VRLA Batteries Market Trends

Absorbed Glass Mat Battery Witness Significant Growth

  • Across the South American EV industry, VRLA batteries, particularly Absorbed Glass Mat (AGM) types, are favored for their cost-effectiveness, reliability, and maintenance-free nature. AGM batteries, being more affordable than lithium-ion counterparts, present an attractive option for electric vehicles.
  • AGM batteries, a subset of VRLA technology, have garnered attention for outpacing traditional lead-acid batteries in performance. By utilizing a glass mat separator to absorb the electrolyte, AGM batteries offer distinct advantages, especially in low-cost electric mobility applications.
  • As hybrid and battery-electric vehicles gain traction in South America, the demand for AGM batteries is surging. Sales of EVs in key South American nations have shown a consistent upward trend. Data from the International Energy Agency indicates that in 2023, Brazil led with 152,000 electric vehicle sales, trailed by Colombia at 6,100 and Chile at 920. With the government rolling out policies to bolster EV adoption, sales are poised for further growth.
  • Urban areas are witnessing a notable uptick in demand for micro-EVs, electric bikes, and scooters. Given that these smaller vehicles require less power, the affordability and reliability of VRLA batteries, especially AGM types, position them as an ideal choice.
  • Governments in the region have actively pursued agreements to champion electric bikes and scooters. A notable instance is the February 2023 partnership between SUNRA Argentina distributors and the local government. This alliance aims to elevate the promotion of SUNRA's electric motorcycles, enhancing the brand's footprint in Argentina and the broader Americas. Such endeavors are set to amplify the electric vehicle market in the region, subsequently boosting the demand for VRLA batteries, including AGM types, during the forecast period.
  • The growing prominence of AGM batteries in the EV landscape underscores the sustained importance of VRLA technology, especially in cost-sensitive regions. Government initiatives, including signed agreements and project endorsements, further bolster the EV landscape.
  • Highlighting this momentum, BYD's announcement in July 2024, as relayed by the Minister of Foreign Affairs, unveiled plans for an EV assembly plant in Peru. Set to kick off in early 2025, the plant boasts an impressive annual production capacity of 150,000 cars. Such ventures are anticipated to not only elevate EV production in the region but also amplify the demand for AGM batteries in the coming years.
  • Consequently, with the projected surge in EV production and the corresponding demand for VRLA batteries, the market outlook remains robust.

Brazil Expected to Dominate the Market

  • The Brazilian market for EV VRLA (Valve-Regulated Lead-Acid) batteries, while modest, plays a crucial role in the nation's shift towards electric mobility. Globally, lithium-ion batteries lead the EV market. However, in Brazil, VRLA batteries, especially Absorbed Glass Mat (AGM) types, find their niche in sectors like electric two-wheelers, hybrid electric vehicles, and industrial applications.
  • Driven by consumer demand, heightened environmental awareness, and government incentives such as tax credits and rebates, Brazil has seen a notable uptick in EV sales over recent years. As EV adoption rises, so does the demand for EV batteries, including VRLA batteries.
  • According to the International Energy Agency, electric vehicle sales in Brazil reached 152,000 units in 2023, marking a 1.81-fold increase from 2022 and a staggering 25.8-fold jump from 2019. With the government rolling out supportive policies, sales are poised to climb further in the coming years.
  • Brazil's initiatives to bolster electric mobility and curtail its carbon footprint indirectly favor the uptake of VRLA batteries in low-power EV segments. This is especially true in cities prioritizing enhanced public transportation and clean energy solutions.
  • In May 2024, a consortium comprising Raizen, car rental giant Movida, and Chinese automaker BYD, ramped up its electric vehicle target to 20,000. This collaboration, aimed at bolstering urban transport in Brazil, originally set a goal of linking 10,000 electric cars to the 99 app by the end of 2025. Such endeavors are anticipated to boost the demand for EV batteries, particularly those utilizing VRLA technology.
  • Despite the growing emphasis on lithium-ion batteries for widespread EV adoption, VRLA batteries, especially AGM variants, are expected to maintain their foothold in niche markets. These include electric two-wheelers, utility vehicles, and industrial applications within Brazil.
  • New manufacturing setups for electric two-wheelers are emerging. For example, in May 2024, Hero MotoCorp, a dominant player in the two-wheeler sector, is set to launch its first overseas manufacturing unit in Brazil. The company is gearing up to expand its scooter range in the fiscal year's first half. The upcoming year promises significant strides in the EV domain, with product launches aimed at the mid-range and budget-friendly segments. Such initiatives are poised to bolster the demand for VRLA batteries in the region.
  • Consequently, these projects and initiatives are set to amplify EV production in Brazil, driving up the demand for EV battery electrolytes during the forecast period.

South America Electric Vehicle VRLA Batteries Industry Overview

The South America Electric Vehicle VRLA Batteries market is moderate. Some of the key players (not in particular order) are FIAMM Energy Technology S.p.A., EnerSys, Exide Technologies, Trojan Battery Company, C&D Technologies, 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 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 Cost-Effectiveness of VRLA batteries
      • 4.5.1.2 Growth in Electric Scooters and Bikes
    • 4.5.2 Restraints
      • 4.5.2.1 Availability of Alternate Battery Technology
  • 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 By Type
    • 5.1.1 Absorbed Glass Mat Battery
    • 5.1.2 Gel Battery
  • 5.2 By Vehicle Type
    • 5.2.1 Two-Wheelers
    • 5.2.2 Low-Speed EVs
    • 5.2.3 Industrial Evs
  • 5.3 Geography
    • 5.3.1 Brazil
    • 5.3.2 Argentina
    • 5.3.3 Colombia
    • 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 FIAMM Energy Technology S.p.A.
    • 6.3.2 EnerSys
    • 6.3.3 Exide Technologies
    • 6.3.4 Trojan Battery Company
    • 6.3.5 Acumuladores Moura
    • 6.3.6 C&D Technologies
    • 6.3.7 Hoppecke Batteries
    • 6.3.8 Ritar Power
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Backup and Auxiliary Applications