德國二次電池：市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

Germany Rechargeable Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 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

德國二次電池市場規模預計到2025年為53.6億美元，預計2030年將達到123.1億美元，預測期內（2025-2030年）複合年成長率為18.09%。

主要亮點

從中期來看，電動車（EV）普及率的上升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德國二次電池市場的成長。
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企業創造巨大的商機。

德國二次電池市場趨勢

鋰離子電池類型主導市場

鋰離子二次電池因其卓越的容量重量比而優於其他技術。延長壽命、最少維護、延長保存期限和大幅降價等優點進一步推動了鋰離子二次電池的普及。
鋰離子電池歷來比其他替代品更昂貴，但市場領導者正在加大投資。對實現規模經濟和加強研發力度的關注增加了競爭，從而降低了價格。
2023年，鋰離子電池價格降至139美元/kWh，大幅下降13%。隨著技術創新和製造流程的不斷改進，預計到2025年價格將進一步下降至113美元/千瓦時，並在2030年達到80美元/度。
由於鋰離子電池在向可再生能源和電動車轉變中發揮關鍵作用，對鋰離子電池的需求正在迅速增加。鑑於太陽能和風能等再生能源來源的間歇性，迫切需要可靠的能源儲存。鋰離子電池在能源儲存系統中發揮至關重要的作用，有助於平衡供需、維持電網穩定。
隨著電池儲存計劃在該地區激增，主要企業在積極簽署協議，在全國各地建造儲能基礎設施。斯洛維尼亞NGEN於2024年6月與德國國有天然氣公司Uniper簽署了合約。該計劃將耗資約 5,000 萬歐元（5,400 萬美元），計劃於 2025 年開始營運。預計此類業務將在預測期內推動儲能設施中對鋰離子電池的需求。
為了因應鋰離子電池快速成長的需求，世界各國政府都提供慷慨的補貼和激勵措施，以擴大當地生產並促進技術創新。 Northvolt 就是一個例子：瑞典電池專家 Northvolt 從德國和石勒蘇益格-荷爾斯泰因州獲得了約 7 億歐元（7.58 億美元）的補貼，用於在德國北部建立電池工廠。政府的此類支持將加速國內電池生產，從而導致未來幾年對鋰離子電池的需求增加。
由於這些發展，預計在預測期內對鋰離子二次電池的需求將會成長。

電動車的普及正在推動市場

長期以來，內燃機汽車（ICE）一直佔據市場主導地位。然而，隨著人們對環境的關注日益增加，人們明顯轉向電動車 (EV)。電動車的主流使用鋰離子二次電池，鋰離子二次電池因其能量密度高、重量輕、自放電率低、不需要維護而受到青睞。
插電式混合動力汽車和電動車由鋰離子二次電池系統動力來源。其無與倫比的能量密度、快速充電能力和強大的放電功率使鋰離子電池成為唯一滿足OEM續航里程和充電時間標準的技術。相較之下，鉛基動力電池由於重量重且能源效率較低，不適合全混合動力汽車和電動車。
在德國，電動車最近的普及程度引人注目。例如，根據國際能源總署（IEA）的報告，2023年純電動車銷量將達到52萬輛，比2022年成長10.6%。據預測，未來幾年全部區域的電動車銷量將大幅成長。
為了促進這一成長，德國正在推出多項措施來支持電動車並引導低碳交通的未來。這些努力正在增加對鋰離子電池的需求。 2023年，政府宣布了一項雄心勃勃的計劃，以提高電動車產量並加速實現零碳排放。
德國的承諾體現在其通過的《2025 年高科技戰略》和對歐洲電池創新計劃的支持，這兩個項目都專注於電池技術和電動車研究。此外，大量補貼措施旨在提高電動車的使用率。新電動車購買者將獲得高達 6,000 歐元（6,500 美元）的補貼，插電式混合動力汽車將獲得高達 4,500 歐元（4,900 美元）的補貼。由於這些措施，電動車產量預計將擴大，因此，對二次電池的需求預計將暫時增加。
此外，區域向電動車的轉變是不可否認的。主要公司正在加緊投資和計劃以提高電動車產量。舉例來說：2023年6月，福特宣布將斥資20億美元在德國科隆興建電動車工廠，目標是每年生產25萬輛汽車。科隆工廠是福特實現到 2026 年生產 200 萬輛電動車的宏偉目標的基石。這些努力不僅加強了電動車的生產，也顯示對鋰離子電池的需求不斷成長。
總的來說，這些共同努力將導致未來幾年德國電動車銷量的快速成長、充電基礎設施的擴大以及對可充電電池的需求的增加。

德國二次電池產業概況

德國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 Technologies、EnerSys 和松下控股公司。

其他好處

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

Over the medium term, rising electric vehicle (EV) adoption 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 Germany rechargeable 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.

Germany Rechargeable Battery Market Trends

Lithium-Ion Battery Type Dominate the Market

The lithium-ion rechargeable batteries are outpacing other technologies, due to their superior capacity-to-weight ratio. Their growing adoption is further fueled by advantages like extended lifespan, minimal maintenance, enhanced shelf life, and a notable drop in prices.
While lithium-ion batteries traditionally commanded a premium over their counterparts, leading market players have been ramping up investments. Their focus on achieving economies of scale and bolstering R&D efforts has intensified competition, subsequently driving down prices.
In 2023, lithium-ion battery prices dipped to USD 139/kWh, marking a significant 13% drop. With ongoing technological innovations and manufacturing refinements, projections suggest prices will further decline to USD 113/kWh by 2025 and reach USD 80/kWh by 2030.
The surging demand for lithium-ion batteries is largely attributed to their pivotal role in the shift towards renewable energy and electric mobility. Given the intermittent nature of renewable sources like solar and wind, there's a pressing need for dependable energy storage. Lithium-ion batteries play a crucial role in energy storage systems, helping to balance supply and demand and maintain grid stability.
As battery energy storage projects proliferate in the region, leading companies are actively contracting to establish storage infrastructures nationwide. A notable example is NGEN, a Slovenian firm, which in June 2024, inked a deal with Uniper, a German state-owned gas entity. They are set to construct a 50 MW/100 MWh battery energy storage facility at the Heyden power station site, a project valued at nearly EUR 50 million (USD 54 million) and slated to commence operations in 2025. Such undertakings are poised to bolster the demand for lithium-ion batteries in storage facilities during the forecast period.
In response to the surging demand for lithium-ion batteries, governments are rolling out generous subsidies and incentives, aiming to amplify local production and spur innovation. A case in point: Northvolt, a Swedish battery specialist, received a substantial boost of about EUR 700 million (USD 758 million) in subsidies from both Germany and Schleswig-Holstein for establishing a battery factory in northern Germany. Such governmental backing is set to accelerate domestic battery production and subsequently heighten the demand for lithium-ion batteries in the years ahead.
Given these developments, the demand for lithium-ion rechargeable batteries is poised for growth in the forecast period.

Growth in Electric Vehicle Adoption to Drive the Market

For a long time, vehicles with internal combustion engines (ICE) dominated the market. However, as environmental concerns grow, there's a noticeable shift towards electric vehicles (EVs). Predominantly, EVs utilize lithium-ion rechargeable batteries, favored for their high energy density, lightweight nature, low self-discharge rates, and minimal maintenance needs.
Plug-in hybrids and electric vehicles are powered by lithium-ion battery systems. Their unmatched energy density, rapid recharge capability, and robust discharge power make lithium-ion batteries the sole technology meeting OEM standards for driving range and charging time. In contrast, lead-based traction batteries fall short for full hybrids or EVs due to their heftier weight and reduced energy efficiency.
Germany has seen a remarkable surge in electric vehicle adoption recently. For example, the International Energy Agency (IEA) reported that in 2023, battery electric vehicle sales reached 0.52 million, marking a 10.6% increase from 2022. Projections indicate a substantial rise in EV sales across the region in the coming years.
To foster this growth, Germany has rolled out multiple policies championing electric vehicles and steering the nation towards a low-carbon transport future. These initiatives have bolstered the demand for lithium-ion batteries. In 2023, the government unveiled ambitious plans to boost EV production and expedite the journey to zero carbon emissions.
Germany's commitment is evident with the introduction of the High-Tech Strategy 2025 and backing for the European Battery Innovation project, both emphasizing battery tech and EV research. Additionally, a substantial subsidy initiative aims to further the electric vehicle cause. New EV buyers benefit from a subsidy of up to EUR 6,000 (USD 6,500), while plug-in hybrids enjoy up to EUR 4,500 (USD 4,900). Such measures are poised to amplify EV production and, consequently, the demand for rechargeable batteries in the foreseeable future.
Moreover, the regional shift towards electric vehicles is undeniable. Major companies are ramping up investments and projects to boost EV production. A case in point: Ford's June 2023 announcement of a USD 2 billion EV factory in Cologne, Germany, targeting an annual output of 250,000 vehicles. This Cologne plant is a stepping stone towards Ford's ambitious goal of 2 million EVs by 2026. Such endeavors not only bolster EV production but also signal a rising demand for lithium-ion batteries.
In summary, with these concerted efforts, Germany is set to see a surge in EV sales, an expanded charging infrastructure, and an increased appetite for rechargeable batteries in the coming years.

Germany Rechargeable Battery Industry Overview

The Germany rechargeable battery market is semi-fragmented. Some of the key players (not in particular order) are BYD Company Ltd, Duracell Inc., Exide Technologies, EnerSys, and Panasonic Holdings Corporation, among others.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

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 Increasing Electric Vehicle (EV) Adoption
  - 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 PESTLE Analysis
4.8 Investment Analysis

5 MARKET SEGMENTATION

5.1 Technology
- 5.1.1 Lithium-ion
- 5.1.2 Lead-Acid
- 5.1.3 Other Technologies (NiMh, Nicd, etc.)
5.2 Application
- 5.2.1 Automotive Batteries
- 5.2.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
- 5.2.3 Portable Batteries (Consumer Electronics, etc.)
- 5.2.4 Other Applications

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 Exide Industries Ltd
- 6.3.7 Saft Groupe SA
- 6.3.8 Varta AG
- 6.3.9 BMZ Group
- 6.3.10 Akasol AG
6.4 List of Other Prominent Companies
6.5 Market Ranking/ Share Analysis