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南美混合電動汽車電池：市場佔有率分析、行業趨勢和成長預測（2025-2030）

South America Hybrid Electric Vehicle Battery - 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

南美混合動力汽車電池市場規模預計2025年為1.2442億美元，2030年將達到2.3036億美元，預測期內（2025-2030年）複合年成長率為13.11%。

南美洲混合動力汽車電池-市場-IMG1

主要亮點

  • 從中期來看，由於各種政府支持計劃，電動車的日益普及預計將在預測期內推動南美混合動力電動車電池市場的需求。
  • 同時，原料供需不匹配預計將阻礙預測期內的市場成長。
  • 然而，電動車中固態電池的採用以及汽車製造商和電池製造商之間的合作預計將為未來南美洲混合動力汽車電池市場創造重大機會。
  • 由於政府努力增加電動車數量以抑制排放氣體，預計巴西將實現強勁成長。

南美洲混合動力汽車電池市場趨勢

鋰離子電池實現顯著成長

  • 預計在預測期內，鋰離子電池將主導南美洲混合動力汽車電池市場。鋰離子電池因其良好的容量重量比、優異的性能（長壽命、最少的維護等）、令人印象深刻的保存期限以及出色的較低價格而越來越受歡迎並超越其他類型的電池。
  • 與傳統鉛酸電池相比，鋰離子（Li-ion）電池顯示出明顯的技術優勢。鋰離子電池通常永續超過 5,000 次循環，而鉛酸電池則為 400-500 次循環。此外，鋰​​離子電池需要較少的維護和更換。它還在整個放電週期中保持恆定電壓，這有助於延長電氣元件的使用壽命。
  • 近年來，產業龍頭企業加大投入，提升鋰離子電池效能，並專注於規模經濟與研發。這種競爭的加劇大大降低了鋰離子電池的價格。由於技術進步、製造最佳化以及原料成本降低，鋰離子電池的平均價格已從2013年的780美元/千瓦時暴跌至2023年的139美元/千瓦時。預計 2025 年將進一步降至 113 美元/千瓦時左右，2030 年將進一步降至 80 美元/千瓦時左右。這種電池成本降低的趨勢可能會使鋰離子電池成為電動車（EV）產業（包括混合動力電動車）所有電池中的首選。
  • 儘管南美洲的鋰離子電池製造業仍處於起步階段，但該大陸豐富的重要原料蘊藏量和不同終端用戶不斷成長的需求表明市場正在迅速擴張。
  • 例如，南美洲擁有豐富的鋰蘊藏量，這是鋰離子電池的基礎。該地區被稱為“鋰三角”，包括阿根廷、玻利維亞和智利，這三個國家的鋰儲量合計佔全球已探明鋰蘊藏量的一半以上。由於阿塔卡馬沙漠存在富含鋰的滷水礦床，智利成為主要生產國。玻利維亞烏尤尼鹽沼蘊藏量大量鋰儲量，但面臨採礦挑戰。這些國家共同構成全球鋰離子電池生產供應鏈不可或缺的一部分。
  • 根據美國地質調查局的數據，2023 年鋰產量值得注意：智利將生產約 44,000 噸，阿根廷將生產 9,600 噸，巴西將生產 4,900 噸。這一總合凸顯了南美洲在全球鋰格局中的關鍵作用。
  • 南美國家正加強深化對電動車供應鏈的參與。阿根廷、智利、玻利維亞和巴西等國家正在將更多開採的鋰轉化為電池化學品，最終，我們正在製定一項轉向電池和電動車的策略。然而，這些合作努力並沒有延伸到調整生產或價格。
  • 根據智利經濟發展機構 CORFO 報道，2023 年 4 月，中國領先的電動車製造商比亞迪宣布計劃斥資 2.9 億美元在智利安託法加斯塔地區建設一座鋰陰極工廠。預計此類投資將在未來幾年內激增。
  • 2023 年中期，阿根廷政府宣布了建造首家鋰離子電池工廠的計畫。該工廠將使用美國主要礦業公司 Livent Corporation 在當地採購和加工的碳酸鋰。該工廠由國有 YPF 子公司 YPF Tecnologia (Y-TEC) 建造，標誌著阿根廷豐富鋰蘊藏量增值的舉措。該公司將投資700萬美元，目標年產能13MWh，固定式蓄電池1000個。此外，我們正在努力促進與尋求生產鋰離子電池的當地公司的技術轉移。
  • 由於鋰離子電池重量輕、充電快、充電週期長、成本低、鋰蘊藏量豐富等優點，預計未來幾年將快速成長。

巴西正在經歷顯著的成長

  • 巴西預計在不久的將來成為南美洲混合動力車（HEV）電池市場的主導者。這種快速成長的主要原因是包括電動車在內的各個領域對電池的需求不斷增加。此外，巴西蓬勃發展的電動車產業得到了政府支持措施和技術進步的支持。
  • 最近，由於政府的激勵措施，電動車在巴西的普及迅速推進。巴西電動車銷量從 2022 年的 18,500 輛大幅增加到 2023 年的約 52,000 輛，證明了這一勢頭。電動車銷量的激增將在未來幾年加強電池混合動力汽車市場。
  • 從2024年1月開始，巴西將對進口100%電動車(EV)徵收10%的課稅，7月稅率將升至18%，2026年7月將升至35%。對此，多家中國汽車製造商正在活性化本土投資。特別是，比亞迪正在建立一個生產基地，計劃於2024年底至2025年初投產，而長城汽車的工廠計劃於2024年開始運作。這些措施可望加強巴西國內電動車製造，進而增強對混合動力汽車電池的需求。
  • 巴西正在積極努力遏制碳排放並減少對石化燃料的依賴，這反映了全球趨勢。為了鼓勵向電動車的轉變，各國政府正在推出各種補貼和獎勵。 2023 年底啟動的綠色出行創新計畫將在 2024 年至 2028 年間為開拓低排放氣體交通技術的公司提供價值超過 190 億巴西雷亞爾的稅收優惠，這證明了我們的承諾。這些努力將促進包括混合動力汽車在內的電動車的發展，並振興混合動力汽車電池市場。
  • 巴西電池原料的進步將加強混合動力汽車電池供應鏈。例如，2024 年 5 月，著名鋰供應商 AMG Critical Materials 宣布計劃擴大在巴西的採礦業務。該公司的鋰精礦廠目前年產能為9萬噸，但計畫在2024年第四季達到年產13萬噸的滿載。
  • 另一項重大舉措是，當地礦業營業單位Sigma Lithium 在國家開發銀行的支持下於 2024 年 2 月宣布投資 9,940 萬美元。 Sigma 位於米納斯吉拉斯州的第二家工廠的目標是將年產量提高近一倍，達到 51 萬噸。這些發展將加強巴西的鋰離子電池供應鏈。
  • 鑑於這些動態，巴西混合動力汽車電池市場可能在未來幾年大幅成長。

南美洲混合動力汽車電池產業概況

南美洲混合動力汽車電池市場正走向半固體。該市場的主要企業包括（排名不分先後）松下控股公司、Clarios（原江森自控國際有限公司）、VARTA AG、寧德時代新能源科技有限公司和比亞迪有限公司。

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
      • 有利的政府政策
      • 電動車的擴張
    • 抑制因素
      • 原料供需不匹配
  • 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

  • 依電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 鈉離子電池
    • 其他
  • 按車型分類
    • 客車
    • 商用車
  • 按地區
    • 巴西
    • 哥倫比亞
    • 阿根廷
    • 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
    • BYD Company Ltd
    • Contemporary Amperex Technology Co. Limited
    • Clarios（Formerly Johnson Controls International PLC）
    • LG Energy Solutions Ltd
    • VARTA AG
    • Panasonic Holdings Corporation
    • Duracell Inc.
  • 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

  • 電動車採用固態電池
簡介目錄
Product Code: 50003886

The South America Hybrid Electric Vehicle Battery Market size is estimated at USD 124.42 million in 2025, and is expected to reach USD 230.36 million by 2030, at a CAGR of 13.11% during the forecast period (2025-2030).

South America Hybrid Electric Vehicle Battery - Market - IMG1

Key Highlights

  • Over the medium term, the growing adoption of electric vehicles due to various supportive government schemes is expected to drive the demand for the South American hybrid electric vehicle battery market during the forecast period.
  • On the other hand, the demand-supply mismatch of raw materials is expected to hinder the market's growth during the forecast period.
  • Nevertheless, the adoption of solid-state batteries for electric vehicles and automaker-battery manufacturer collaborations are expected to create vast opportunities for the South American hybrid electric battery market in the future.
  • Brazil is poised for substantial growth, driven by government initiatives aimed at increasing the number of electric vehicles to curb emissions.

South America Hybrid Electric Vehicle Battery Market Trends

Lithium-ion Batteries to Witness Significant Growth

  • During the forecast period, lithium-ion batteries are poised to dominate the South American hybrid electric vehicle battery market. Their rising popularity, outpacing other battery types, can be attributed to a favorable capacity-to-weight ratio, superior performance (including extended life and minimal maintenance), an impressive shelf life, and a notable decrease in price.
  • When compared to traditional lead-acid batteries, lithium-ion (Li-ion) batteries showcase distinct technical advantages. Li-ion batteries typically offer over 5,000 cycles, a stark contrast to the 400-500 cycles of lead-acid counterparts. Moreover, Li-ion batteries demand less frequent maintenance and replacement. They also maintain consistent voltage throughout their discharge cycle, ensuring prolonged efficiency for electrical components.
  • In recent years, major industry players have ramped up investments, focusing on economies of scale and R&D to boost lithium-ion battery performance. This surge in competition has led to a notable drop in lithium-ion battery prices. Due to technological advancements, manufacturing optimizations, and falling raw material costs, the average price of lithium-ion batteries plummeted from USD 780/kWh in 2013 to USD 139/kWh in 2023. Projections suggest a further dip to approximately USD 113/kWh by 2025 and USD 80/kWh by 2030. Such declining trends in battery costs are likely to make it a lucrative choice among all batteries in the electric vehicle (EV) industry, including hybrid EVs.
  • While the lithium-ion battery manufacturing industry in South America is still in its nascent stages, the continent's rich reserves of essential raw materials and the surging demand from diverse end-users signal a rapid market expansion.
  • For instance, South America boasts vast lithium reserves, a cornerstone for lithium-ion batteries. The region, often dubbed the Lithium Triangle, encompasses Argentina, Bolivia, and Chile, collectively housing over half of the globe's known lithium reserves. Chile stands out as the primary producer, thanks to its extensive lithium-rich brine deposits in the Atacama Desert. Bolivia, with its massive lithium reserves in Salar de Uyuni, faces extraction challenges, while Argentina's Puna region salt flats also play a significant role. Together, these nations are integral to the global lithium-ion battery production supply chain.
  • According to the US Geological Survey, in 2023, lithium production figures were notable: Chile produced around 44,000 metric tons, Argentina contributed 9,600 metric tons, and Brazil added 4,900 metric tons. This combined output underscores South America's pivotal role in the global lithium landscape.
  • South American countries are intensifying efforts to deepen their involvement in the electric vehicle supply chain. By capitalizing on their mineral wealth, boosting processing capacities, and eyeing vehicle manufacturing, nations like Argentina, Chile, Bolivia, and Brazil are strategizing to convert more mined lithium into battery chemicals and eventually into batteries and EVs. However, these collaborative efforts don't extend to production or pricing coordination.
  • In April 2023, BYD Co Ltd, China's leading electric vehicle manufacturer, announced plans for a USD 290 million lithium cathode factory in Chile's Antofagasta region, as reported by Chile's economic development agency, CORFO. Such investments are expected to proliferate in the coming years.
  • In mid-2023, the Argentinean government revealed plans for its inaugural lithium-ion battery plant. This facility will utilize lithium carbonate sourced and processed locally by US mining giant Livent Corporation. Constructed by YPF Tecnologia (Y-TEC), a subsidiary of the state-owned YPF, the plant signifies Argentina's move to add value to its rich lithium reserves. With a USD 7 million investment, the facility aims for an annual production capacity of 13MWh, translating to 1,000 stationary energy storage batteries. Additionally, it seeks to foster technology transfer with local firms eyeing lithium-ion battery production.
  • Given their lightweight nature, rapid charging capabilities, extended charging cycles, decreasing costs, and the region's abundant lithium reserves, lithium-ion batteries are set for rapid growth in the coming years.

Brazil to Witness Significant Growth

  • Brazil is poised to emerge as a dominant player in the South American hybrid electric vehicle (HEV) battery market in the near future. This surge is primarily fueled by the escalating demand for batteries across diverse sectors, notably electric mobility. Furthermore, the country's burgeoning EV industry is bolstered by supportive government initiatives and technological strides.
  • Recently, Brazil has seen a swift uptick in EV adoption, thanks to government-backed incentives. Illustrating this momentum, Brazil's EV car sales soared to approximately 52,000 units in 2023, a substantial leap from 18,500 units in 2022. This surge in EV sales is set to bolster batteries for the HEV market in the years ahead.
  • Starting in January 2024, Brazil imposed a 10% tax on imported 100% electric vehicles (EVs), with plans to escalate this to 18% in July and a steep 35% by July 2026. In response, several Chinese automakers are ramping up local investments. Notably, BYD is establishing a manufacturing complex, eyeing production by late 2024 or early 2025, while Great Wall Motor's plant is set to commence operations in 2024. Such moves are poised to bolster Brazil's domestic EV manufacturing and, consequently, the demand for HEV batteries.
  • Echoing a global trend, Brazil is actively working to curb carbon emissions and lessen its fossil fuel reliance. To facilitate this shift towards electric mobility, the government has rolled out various subsidies and incentives. A testament to this commitment is the Green Mobility and Innovation Programme launched in late 2023, offering over BRA 19 billion in tax incentives from 2024 to 2028 for companies pioneering low-emission transport technologies. Such endeavors are set to propel the EV landscape, including HEVs, thereby invigorating the HEV battery market.
  • Brazil's advancements in battery raw materials are poised to fortify its HEV battery supply chain. For instance, in May 2024, AMG Critical Materials, a prominent lithium supplier, unveiled plans to expand its mining operations in Brazil. Their lithium concentrate plant, currently ramping up from 90,000 mt/year, is on track to hit a full capacity of 130,000 mt/year by Q4 2024.
  • In another significant move, Sigma Lithium, a local mining entity, declared a USD 99.4 million investment in February 2024, with backing from the National Development Bank. Sigma's second plant in Minas Gerais aims to nearly double its output to 510,000 metric tons annually. Such developments are set to bolster Brazil's lithium-ion battery supply chain.
  • Given these dynamics, Brazil's HEV battery market is on the brink of substantial growth in the forthcoming years.

South America Hybrid Electric Vehicle Battery Industry Overview

The South America hybrid electric vehicle battery market is semi-consolidated. Some of the key players in the market (not in any particular order) include Panasonic Holdings Corporation, Clarios (Formerly Johnson Controls International PLC), VARTA AG, Contemporary Amperex Technology Co. Limited, and BYD Company 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 Favourable Government Policies
      • 4.5.1.2 Growing Adoption of Electric Vehicles
    • 4.5.2 Restraints
      • 4.5.2.1 Demand-Supply Mismatch of Raw Materials
  • 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 Battery Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-Acid Battery
    • 5.1.3 Sodium-ion Battery
    • 5.1.4 Others
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Geography
    • 5.3.1 Brazil
    • 5.3.2 Colombia
    • 5.3.3 Argentina
    • 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 BYD Company Ltd
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 Clarios (Formerly Johnson Controls International PLC)
    • 6.3.4 LG Energy Solutions Ltd
    • 6.3.5 VARTA AG
    • 6.3.6 Panasonic Holdings Corporation
    • 6.3.7 Duracell Inc.
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Adoption of Solid-State Batteries for Electric Vehicles