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1644997

電池板：市場佔有率分析、行業趨勢和統計、成長預測（2025-2030 年）

Battery Plate - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2025 年電池板市場規模為 4.8576 億美元，到 2030 年將達到 7.8946 億美元，預測期內（2025-2030 年）的複合年成長率為 10.2%。

電池板-市場-IMG1

關鍵亮點

  • 從中期來看，鋰離子電池價格下跌和可再生能源滲透率提高等因素將推動對能源儲存系統的需求，預計在預測期內推動電池板市場的發展。
  • 另一方面，預計鈷、鋰和銅等電池原料的供需不匹配將抑制研究期間對電池板的需求。
  • 新型材料（如複合材料、合金）和電池板配置（袋板）的技術進步提高了效率和永續性，可能會在預測期內為市場創造有利的成長機會。
  • 由於能源需求不斷增加，亞太地區是預測期內成長最快的市場。這一成長歸因於印度、中國和澳大利亞等地區國家的投資增加以及政府的支持措施。

電池板市場趨勢

汽車領域佔據市場主導地位

  • 在電池產業發展早期，家用電子電器領域是電池的主要消費者。然而近年來，隨著電動車（EV）銷量的成長，電動車（EV）製造商已成為鋰離子電池的最大消費者。
  • 電動車不會排放二氧化碳或氮氧化物等溫室氣體，因此對環境的影響比傳統內燃機汽車 (ICE) 更小。由於這些優勢，許多國家正在推出補貼和政府計劃來鼓勵使用電動車。
  • 一些國家已經宣布未來禁止銷售內燃機汽車的計畫。挪威已宣布計劃在 2025 年禁止銷售內燃機汽車，法國計劃在 2040 年禁止銷售，英國在 2050 年禁止銷售。印度也計劃在2030年前逐步淘汰內燃機，中國目前正在研究類似計畫。
  • 然而，截至 2021 年，沒有一個國家可以禁止傳統燃料汽車。這是因為電動車技術和電動車產業可能還沒有為此做好準備，這可能會對市場造成重大混亂。儘管如此，未來的公告將促使電動車製造商大力投資研發活動。
  • 電動車主要使用鋰離子電池。鋰離子電池成本的下降使得電動車的製造成本更低。預計預測期內電動車的價格將與汽油動力車的價格相當。
  • 根據國際能源總署（IEA）2022年統計，全球電動車電池每年的鋰需求量約為77kT。預計這些新興市場的發展將在預測期內推動電池板市場的需求。
  • 根據IEA的數據，到2022年，汽車鋰離子（Li-ion）電池的需求量將從2021年的330 GWh大幅增加約65%至550 GWh。這一成長主要得益於電動乘用車日益普及，2022 年新註冊量與前一年同期比較大幅增加了 55%。
  • 因此，預計在預測期內，汽車領域將主導電池板市場，因為電動車領域的需求預計將主導電池銷售。

亞太地區佔市場主導地位

  • 亞太地區主導了 2022 年的市場。中國和印度等國家電動車部署的不斷增加、都市化對電子設備的需求增加以及電力購買平價的提高，預計將推動該地區對鋰離子電池的需求，從而推動預測期內對電池板的需求。
  • 據估計，亞太地區有相當一部分人口沒有用電。他們依靠煤油和柴油等傳統燃料來照明和為行動電話充電。由於技術優勢和鋰離子電池價格的下降，鋰離子電池整合能源儲存解決方案可能會得到更廣泛的應用。預計這將在不久的將來為鋰離子電池製造商和電池組件製造商創造許多商機。
  • 中國是最大的電動車市場之一，中國電動車的普及率不斷提高，符合清潔能源政策。此外，中國政府也提供財政和非財政獎勵來鼓勵人們使用電動車。根據IEA預測，至2022年中國電動車電池需求量將為312GWh/年，佔全球電動車電池需求量的近56%。
  • 2023年4月，特斯拉宣布計畫擴大在中國的業務，在中國建立專門生產大型電池的新工廠。計劃在上海建造的工廠每年將能夠生產 10,000 個特​​斯拉能源儲存設備（稱為「Megapacks」）。 Megapack 工廠計劃於今年稍後開始建設，電池生產預計將於 2024 年夏季開始。
  • 印度是世界上鋰離子電池成長最快的國家之一。該國沒有生產鋰離子電池所需原料的蘊藏量，電池和電池組都需要從其他國家（中國、越南、泰國）進口。然後，它們要么在國內市場組裝，要么直接出售。
  • 2022 年 3 月，印度政府宣布，根據先進化學電池 (ACC) 儲能電池生產連結獎勵計畫(PLI) 計劃，向四家中標者授予 50 GWh 電池容量，總額達 22 億美元。該製造工廠預計將在兩年內建成。
  • 獎勵將根據印度生產的電池的銷售價值支付，重點是在國內實現高附加價值。 ACC電池製造計劃將涉及直接投資約55億美元。該獎勵計劃旨在鼓勵對印度國內供應鏈的新投資，並促進該國電池製造的本地化。
  • 因此，由於上述因素，預計亞太地區將在預測期內主導電池板市場。

電池極板產業概況

電池板市場是半分割的。市場的主要企業（不分先後順序）包括 Enersys、Exide Industries Ltd、GS Yuasa Corporation、FIAMM Energy Technology 和 Amara Raja Batteries Limited。

其他福利

  • 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

  • 研究範圍
  • 市場定義
  • 調查前提

第2章調查方法

第3章執行摘要

第4章 市場概況

  • 介紹
  • 至2028年市場規模及需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 鋰離子電池價格下跌
      • 提高能源儲存系統的滲透率
    • 限制因素
      • 電池原料供需不符
  • 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
    • 競爭對手之間的競爭

第5章 市場區隔

  • 依電池類型
    • 鉛酸電池
    • 鋰離子電池
    • 其他
  • 按最終用戶
    • 車
    • 航太
    • 能源儲存
    • 電子產品
    • 其他
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 其他亞太地區
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 歐洲其他地區
    • 中東和非洲
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 南非
      • 卡達
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區

第6章 競爭格局

  • 併購、合資、合作與協議
  • 主要企業策略
  • Companies Profiles
    • Exide Industries Ltd.
    • Yokohama Batteries Sdn. Bhd.
    • GS Yuasa Corporation
    • Amara Raja Batteries Ltd.
    • Leoch International Technology Ltd.
    • Crown Battery
    • Hitachi Chemical Energy Technology
    • Enersys
    • Toshiba Corporation
    • Narada Power Source Co. Ltd.
    • Clarios, LLC.
    • Fiamm Energy Storage Solutions SpA

第7章 市場潛力及未來趨勢

  • 新材料技術進步提高效率和永續性
簡介目錄
Product Code: 50000864

The Battery Plate Market size is estimated at USD 485.76 million in 2025, and is expected to reach USD 789.46 million by 2030, at a CAGR of 10.2% during the forecast period (2025-2030).

Battery Plate - Market - IMG1

Key Highlights

  • Over the medium term, factors such as declining prices of lithium-ion batteries and increased penetration of renewable energy driving demand for energy storage systems are likely to drive the battery plate market in the forecast period.
  • On the other hand, the demand-supply mismatch of battery raw materials like cobalt, lithium, copper, etc., which is expected to restrain the demand for battery plates in the studied period.
  • Nevertheless, technological advancements in novel materials (composites, alloys, etc.) and configurations (bag plates) for battery plates to increase efficiency and sustainability will likely create lucrative growth opportunities for the market during the forecast period.
  • Asia-Pacific is the fastest-growing market during the forecast period due to the rising energy demand. This growth is attributed to increasing investments, coupled with supportive government policies in the countries of this region, including India, China, and Australia.

Battery Plate Market Trends

Automotive Sector to Dominate the Market

  • In the early years of the battery industry, the consumer electronics sector was the major consumer of batteries. But in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
  • EVs do not emit CO2, NOX, or any other greenhouse gases and hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.
  • Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is currently under the relevant research phase.
  • However, as of 2021, conventional fuel-fired cars cannot be banned in any country, as the EV technology and the EV industry may not be ready for such a move, which can cause significant disruptions in the market. Nonetheless, announcements for the future have encouraged EV manufacturers to invest heavily in R&D activities.
  • The EVs mainly use lithium-ion batteries. The declining lithium-ion battery costs have brought down the cost of EV manufacturing. During the forecast period, EVs are expected to reach price parity with gasoline-fired vehicles.
  • As per International Energy Agency (IEA) statistics 2022, the annual lithium demand for EV batteries accounted for about 77 kT worldwide. Such developments are anticipated to aid the demand for battery plate market during the forecast period.
  • According to the IEA, in 2022, the demand for automotive lithium-ion (Li-ion) batteries increased significantly by about 65% to reach 550 GWh, up from 330 GWh in 2021. This growth was mainly driven by the rising popularity of electric passenger cars, with new registrations showing a remarkable 55% increase in 2022 compared to the previous year.
  • Therefore, as the demand from the EV sector is expected to dominate battery sales, the automobile segment is expected to dominate the battery plate market during the forecast period.

Asia-Pacific to Dominate the Market

  • The Asia-Pacific region dominated the market in 2022. With the increasing deployment of electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, the demand for lithium-ion batteries is expected to witness significant growth in the region, driving demand for battery plates during the forecast period.
  • A significant fraction of Asia-Pacific's population is estimated to live without electricity. It depends on conventional fuels, such as kerosene and diesel, for their lighting and mobile phone charging needs. Lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate due to their technical benefits and declining lithium-ion battery prices. This, in turn, is expected to create a significant number of opportunities for li-ion battery and battery component manufacturers in the near future.
  • China is one of the largest markets for electric vehicles, and the increasing adoption of electric vehicles in the country has been in line with the clean energy policy. Moreover, the Government of China has been providing financial and non-financial incentives to promote the adoption of electric vehicles. According to IEA, as of 2022, the EV battery demand in China stood at 312 GWh/year, accounting for nearly 56% of global EV battery demand.
  • In April 2023, Tesla announced its plans to grow its presence in China by constructing a new factory dedicated to manufacturing large-scale batteries. The upcoming plant, located in Shanghai, will be able to produce 10,000 units of Tesla's "Megapack" energy storage each year. Construction of the Megapack plant is anticipated to commence later this year, with battery production set to begin in the summer of 2024.
  • India is one of the fastest-growing countries globally for lithium-ion batteries. The country does not have reserves of the required raw materials for producing lithium-ion batteries, and the cells and batteries are being imported from other countries (China, Vietnam, and Thailand). They are then either assembled or directly sold in the domestic market.
  • In March 2022, the Government of India announced that 50 GWh of battery capacity had been granted to four successful bidders under the PLI (Production Linked Incentive) Scheme for Advanced Chemistry Cell (ACC) Battery Storage, totaling USD 2.2 billion. The manufacturing facilities are expected to be established within a two-year timeframe.
  • The incentives will be disbursed based on the sale of batteries manufactured in India, focusing on achieving higher domestic value addition. The ACC Battery storage manufacturing projects will involve a direct investment of approximately USD 5.5 billion. The incentive structure aims to encourage the industry to foster new investments in the indigenous supply chain and promote deep localization for battery manufacturing in the country.
  • Therefore, owing to the above factors, Asia-Pacific is expected to dominate the battery plate market during the forecast period.

Battery Plate Industry Overview

The battery plate market is semi fragmented. Some of the major players in the market (in no particular order) include Enersys, Exide Industries Ltd, GS Yuasa Corporation, FIAMM Energy Technology, and Amara Raja Batteries Limited, 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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Declining Prices of Lithium-ion Batteries
      • 4.5.1.2 Increased Penetration of Energy Storage Systems
    • 4.5.2 Restraints
      • 4.5.2.1 Demand-supply Mismatch of Battery Raw Materials
  • 4.6 Supply Chain Analysis
  • 4.7 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

5 MARKET SEGEMENTATION

  • 5.1 By Battery Type
    • 5.1.1 Lead-acid Battery
    • 5.1.2 Lithium-ion Battery
    • 5.1.3 Other Battery Types
  • 5.2 By End-user
    • 5.2.1 Automotive
    • 5.2.2 Aerospace
    • 5.2.3 Energy Storage
    • 5.2.4 Electronics
    • 5.2.5 Other End-Users
  • 5.3 By Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Asia-Pacific
      • 5.3.2.1 China
      • 5.3.2.2 India
      • 5.3.2.3 Japan
      • 5.3.2.4 Rest of Asia-Pacific
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 France
      • 5.3.3.3 United Kingdom
      • 5.3.3.4 Rest of Europe
    • 5.3.4 Middle-East and Africa
      • 5.3.4.1 Saudi Arabia
      • 5.3.4.2 United Arab Emirates
      • 5.3.4.3 South Africa
      • 5.3.4.4 Qatar
    • 5.3.5 South America
      • 5.3.5.1 Brazil
      • 5.3.5.2 Argentina
      • 5.3.5.3 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 Companies Profiles
    • 6.3.1 Exide Industries Ltd.
    • 6.3.2 Yokohama Batteries Sdn. Bhd.
    • 6.3.3 GS Yuasa Corporation
    • 6.3.4 Amara Raja Batteries Ltd.
    • 6.3.5 Leoch International Technology Ltd.
    • 6.3.6 Crown Battery
    • 6.3.7 Hitachi Chemical Energy Technology
    • 6.3.8 Enersys
    • 6.3.9 Toshiba Corporation
    • 6.3.10 Narada Power Source Co. Ltd.
    • 6.3.11 Clarios, LLC.
    • 6.3.12 Fiamm Energy Storage Solutions SpA

7 MARKET OPPORTUNITIES and FUTURE TRENDS

  • 7.1 Technological Advancements in Novel Materials to Increase Efficiency and Sustainability