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1636531

南美洲充電電池：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

South America Rechargeable Battery - 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

南美洲充電電池市場規模預計到2025年為51.5億美元，預計到2030年將達到77.5億美元，預測期內（2025-2030年）複合年成長率為8.51%。

南美洲充電電池-市場-IMG1

主要亮點

  • 從中期來看，電動車（EV）產量的增加和鋰離子電池價格的下降預計將在預測期內推動二次電池需求。
  • 另一方面，蘊藏量不足可能會嚴重限制南美充電電池市場的成長。
  • 然而，智慧型手錶、無線耳機和智慧手環等穿戴式裝置的日益普及預計將在不久的將來為可充電電池市場的參與者創造巨大的商機。
  • 預計巴西將在預測期內主導南美洲二次電池市場。

南美洲二次電池市場趨勢

鋰離子電池類型主導市場

  • 鋰離子二次電池以其無數的優點而聞名，並在各個領域中得到了廣泛的應用。由於其高能量密度，鋰離子二次電池可以將大量電力封裝成緊湊且輕量的形式，使其適合高效能的能源儲存。
  • 2023年1月，美國地質調查局（USGS）報告稱，全球鋰蘊藏量為8600萬噸，其中玻利維亞為2100萬噸，阿根廷為1930萬噸，智利為總合萬噸。
  • 2023年，電池價格下降超過13%至139美元/kWh。隨著採礦和精製能的增加，鋰價格預計將下降，到 2026 年將達到 100 美元/kWh。
  • 認知到經濟成長和技術進步的潛力，政府和私人投資者都在增加對研究設施的資​​助並與全球電池製造商合作。這一勢頭將支持南美洲對鋰二次電池的需求。
  • 例如，2023年6月，阿根廷政府宣布大規模投資17億美元用於鋰生產，凸顯其成為全球主要供應商的野心。經濟部強調了中國西藏高峰會資源公司承諾擴大薩爾塔省的生產，目標是鋰產量達到5萬噸至10萬噸。這些努力將在未來幾年增加該地區鋰離子電池的產量。
  • 此外，世界轉向清潔能源和交通已引發對電動車 (EV) 的需求激增。對電動車日益成長的需求直接增加了對鋰電池的需求。隨著汽車製造商投資擴大電動車產量，確保鋰的穩定供應成為當務之急。這種情況使南美國家成為焦點，刺激了探勘、採礦企業和合作，以建立有彈性的鋰供應鏈，並在預測期內推動電動車革命。
  • 例如，2023年4月，全球領先的電動車製造商比亞迪宣布計畫斥資2.9億美元在智利安託法加斯塔地區興建一座鋰工廠。智利經濟發展機構 CORFO 強調了這項舉措，此前政府核准比亞迪智利公司成為經過認證的鋰生產商。預計此類投資將提高該地區的鋰產量，並在預測期內增加鋰離子二次電池的產量。
  • 綜上所述，由於快速成長的鋰產量和策略投資，南美洲將在預測期內在全球二次電池市場中佔據舉足輕重的地位。

巴西可望主導市場

  • 受電動車（EV）普及、再生能源來源整合以及能源儲存方案需求激增的推動，巴西可充電電池市場預計將大幅成長。政府的獎勵、嚴格的環境法規和快速的技術進步進一步推動了這種成長。
  • 巴西正穩步擁抱電動車。截至2023年終，巴西電動車登記數量超出預期，達93,927輛。這比 2022 年售出的 49,245 輛大幅增加了 91%。光是2023年12月，電動車銷量就達到歷史新高，達到16,279輛，幾乎是2022年12月銷量5,587輛的三倍，與前一年同期比較去年同期成長驚人的191%。
  • 為了明確轉向永續交通，許多巴西公司正在大力投資電動車生產。這一趨勢出現之際，通用汽車 (GM) 於 2024 年 1 月宣布，計劃在未來五年投資 14 億美元加強巴西的電動車生產，這將顯著提振當地需求。
  • 巴西擁有豐富的太陽能、風能等可再生能源資源，越來越認知到能源儲存解決方案的重要性。二次電池對於在生產高峰時期利用剩餘能源以及在高需求時期或再生能源來源停止使用時釋放能源至關重要。
  • 2023年1月，巴西最大的電池儲能計劃，容量為33.5MW/67MWh開始運作。科華科技投資約2,700萬美元，佔地2,000平方公尺，提供整合式PCS解決方案。該系統設計用於高峰時段放電，提高了電網的可靠性。總容量為60MWh，放電時間為兩小時。此類計劃將凸顯二次電池解決方案的可行性，並刺激巴西電池技術領域的進一步投資和創新。
  • 巴西的電池製造能力也出現激增。為了滿足各個領域對二次電池不斷成長的需求，國內外公司正在建立生產設施或與現有製造商合作。
  • 2023年2月，WEG宣布計畫增加巴西鋰電池組產能。除了擴大現有設施外，WEG還計劃建造一座新工廠，以滿足電動交通和能源儲存不斷成長的需求。
  • 由於這些發展，巴西對二次電池的需求預計在未來幾年將大幅增加。

南美洲二次電池產業概況

南美洲二次電池市場較為分散。主要企業（排名不分先後）包括比亞迪有限公司、金霸王公司、Exide Industries Ltd.、EnerSys 和松下控股公司。

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
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 電動車 (EV) 產量增加
      • 鋰離子電池價格下降
    • 抑制因素
      • 原料蘊藏量不足
  • 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
    • 其他（鎳氫、鎳鎘等）
  • 按用途
    • 用於汽車
    • 工業電池
    • 攜帶式電池
    • 其他用途
  • 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
    • BYD Company Ltd
    • Duracell Inc.
    • EnerSys
    • Panasonic Holdings Corporation
    • Energizer
    • Saft Groupe SA
    • Exide Industries Ltd
    • Clarios
    • FIAMM Energy Technology SpA
    • Fedco Batteries
  • 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

  • 擴大穿戴式裝置的採用
簡介目錄
Product Code: 50003926

The South America Rechargeable Battery Market size is estimated at USD 5.15 billion in 2025, and is expected to reach USD 7.75 billion by 2030, at a CAGR of 8.51% during the forecast period (2025-2030).

South America Rechargeable Battery - Market - IMG1

Key Highlights

  • Over the medium term, rising electric vehicle (EV) production and declining lithium-ion battery prices are expected to drive the demand for rechargeable batteries during the forecast period.
  • On the other hand, the lack of raw material reserves can significantly restrain the growth of the South America recmhargeable battery market.
  • Nevertheless, the growing adoption of wearable devices like smartwatches, wireless earphones, smart bands, and more are expected to create significant opportunities for rechargeable battery market players in the near future.
  • Brazil is antcicpated to dominate the South American rechargeable battery market during the forecast period.

South America Rechargeable Battery Market Trends

Lithium-Ion Battery Type Dominate the Market

  • Lithium-ion rechargeable batteries, celebrated for their myriad advantages, find extensive applications across diverse sectors. Their high energy density allows them to pack substantial power into a compact, lightweight form, making them a favored choice for efficient electrical energy storage.
  • In January 2023, the US Geological Survey (USGS) reported global lithium reserves, highlighting Bolivia's 21 million tonnes, Argentina's 19.3 million tonnes, and Chile's 9.6 million tonnes out of a total of 86 million tonnes identified worldwide.
  • In 2023, battery prices saw a notable decline, dropping over 13% to USD 139/kWh. With the ramp-up of extraction and refining capacities, lithium prices are projected to ease, aiming for USD 100/kWh by 2026.
  • Recognizing the potential for economic growth and technological strides, both governments and private investors are ramping up funding for research facilities and forging partnerships with global battery manufacturers. This momentum is poised to bolster the demand for rechargeable lithium batteries in South America.
  • For instance, in June 2023, Argentina's government unveiled a hefty USD 1.7 billion investment in lithium production, underscoring its ambition to emerge as a key global supplier. The Economy Ministry highlighted commitments from Chinese firm Tibet Summit Resources to boost production in Salta Province, eyeing yields between 50,000 to 100,000 tonnes of lithium. Such initiatives are set to amplify lithium-ion battery production in the region in the years ahead.
  • Moreover, the global pivot towards cleaner energy and transportation has ignited a surge in demand for electric vehicles (EVs). This burgeoning appetite for EVs directly amplifies the need for lithium batteries. As automakers pour investments into expanding EV production, the urgency to secure consistent lithium supplies becomes paramount. This scenario has cast a spotlight on South American nations, spurring exploration, mining ventures, and collaborations to forge resilient lithium supply chains, fueling the EV revolution during the forecast period.
  • For instance, in April 2023, BYD Co Ltd, the world's foremost electric vehicle manufacturer, unveiled plans for a USD 290 million lithium factory in Chile's Antofagasta region. This move, highlighted by Chile's economic development agency CORFO, comes on the heels of the government recognizing BYD Chile as a certified lithium producer. Such investments are poised to not only boost lithium production in the region but also elevate the output of lithium-ion rechargeable batteries in the forecast period.
  • In summary, South America's burgeoning lithium production and strategic investments position it as a pivotal player in the global rechargeable battery market during the forecast period.

Brazil Expected to Dominate the Market

  • Brazil's rechargeable battery market is set for substantial growth, fueled by the increasing adoption of electric vehicles (EVs), the integration of renewable energy sources, and a surging demand for energy storage solutions. This growth is further bolstered by government incentives, stringent environmental regulations, and rapid technological advancements.
  • Brazil is steadily embracing electric vehicles. By the end of 2023, Brazil registered an impressive 93,927 electric vehicles, surpassing forecasts. This marks a significant 91% increase from the 49,245 units sold in 2022. December 2023 alone saw a record 16,279 EV sales, almost tripling the 5,587 units sold in December 2022, showcasing a remarkable 191% year-on-year growth.
  • In a clear pivot towards sustainable transportation, numerous Brazilian companies are heavily investing in electric vehicle production. Highlighting this trend, General Motors Co. announced in January 2024 its plan to invest USD 1.4 billion over the next five years to bolster its electric vehicle production in Brazil, a move set to significantly boost the local demand for lithium-ion batteries.
  • Brazil, rich in renewable energy resources like solar and wind, is increasingly recognizing the importance of energy storage solutions. Rechargeable batteries are essential for harnessing excess energy during peak production and releasing it during high demand or when renewable sources are offline.
  • In January 2023, Brazil's largest battery storage project, with a capacity of 33.5MW/67MWh, began operations. Kehua Tech, investing around USD 27 million for a 2,000 square meter area, provided the integrated PCS solution. Designed to discharge during peak demand, the system enhances the electricity network's reliability. With a two-hour discharge capability, it boasts a total capacity of 60MWh. Such projects underscore the viability of rechargeable battery solutions, likely spurring further investment and innovation in Brazil's battery technology landscape.
  • Brazil is also witnessing a surge in battery manufacturing capabilities. Both local and international firms are either setting up production facilities or collaborating with established manufacturers to cater to the rising demand for rechargeable batteries across diverse sectors.
  • In February 2023, WEG announced its plans to boost the production capacity of lithium battery packs in Brazil. In addition to expanding its current facility, WEG is set to build a new factory to meet the growing demands of electric transportation and energy storage.
  • Given these developments, the demand for rechargeable batteries in Brazil is poised to rise significantly in the coming years.

South America Rechargeable Battery Industry Overview

The South American rechargeable battery market is semi-fragmented. Some of the key players (not in particular order) are BYD Company Ltd, Duracell Inc., Exide Industries Ltd, EnerSys, and Panasonic Holdings Corporation, 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, 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 The Increasing Electric Vehicle (EV) Production
      • 4.5.1.2 Declining Lithium-ion Battery Prices
    • 4.5.2 Restraints
      • 4.5.2.1 Lack of Raw Material Reserves
  • 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 Others (NiMh, NiCd, etc.)
  • 5.2 Application
    • 5.2.1 Automobile
    • 5.2.2 Industrial Batteries
    • 5.2.3 Portable Batteries
    • 5.2.4 Other Applications
  • 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 BYD Company Ltd
    • 6.3.2 Duracell Inc.
    • 6.3.3 EnerSys
    • 6.3.4 Panasonic Holdings Corporation
    • 6.3.5 Energizer
    • 6.3.6 Saft Groupe SA
    • 6.3.7 Exide Industries Ltd
    • 6.3.8 Clarios
    • 6.3.9 FIAMM Energy Technology SpA
    • 6.3.10 Fedco Batteries
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Adoption of Wearable Devices