拉丁美洲電池：市場佔有率分析、行業趨勢和成長預測（2025-2030 年）

South and Central America Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年03月18日 | 出版商:

Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計預測期內拉丁美洲電池市場的複合年成長率將超過 4%。

2020年，新冠疫情對市場產生了負面影響。目前市場已恢復至疫情前的水準。

主要亮點

從長遠來看，推動拉丁美洲電池市場發展的主要因素包括鋰離子電池價格下降、電動車的普及以及可再生能源領域的擴張。此外，隨著資料中心正在發展其用於雲端服務的數位基礎設施，資料中心不斷成長的需求也可能推動市場的發展。下一代雲端服務可能會採用區塊鏈網路。
另一方面，原料供需不匹配可能會阻礙市場成長。
巴西和阿根廷等國家的資料中心的成長以及商業基礎設施的經濟發展日益加快預計將為拉丁美洲電池市場創造巨大的機會。
由於消費品需求不斷成長以及投資不斷增加，巴西可望主導拉丁美洲市場。

拉丁美洲電池市場趨勢

鋰離子電池佔市場主導地位

在鋰離子電池產業發展的早期階段，消費性電子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。
2022年7月，巴西政府發布行政命令，放寬鋰出口限制。目前，巴西佔全球鋰離子產量的1.5%，由兩家公司營運：CBL和AMG Brasil。
2022年11月，阿根廷宣布計劃在必要設備從中國運抵拉普拉塔市後開始營運該國第一家鋰電池工廠。該工廠將由拉普拉塔國立大學（UNLP）、YPF-Tecnologia（Y-TEC）和國家科學技術研究委員會（CONICET）在科技創新部的支持下建造。
由於這些因素，預計鋰離子電池將在預測期內主導拉丁美洲電池市場。

巴西佔市場主導地位

巴西是消費電池最大的市場之一，這主要是因為消費品需求量大。巴西對消費性電子產品的需求正在增加，這可能會大大促進市場的發展。
在巴西，一次電池的主要供應國是中國、美國、德國等，巴西一次電池的進口額遠超過其出口額，顯示巴西對進口的依賴程度很高，以滿足一次電池的需求。巴西對一次電池的需求由海外製造商的經銷商網路和通路合作夥伴滿足。
巴西的電池需求將受到電力需求的推動，預計2014年至2024年間電力需求將以約2.7%的成長率成長，進而導致備用電力源的需求增加。
Rota 2030計畫旨在提高交通運輸領域的能源效率，為巴西的電動車市場提供重大推動力。預計在預測期內，電動車普及率的激增將為巴西電池市場提供顯著推動力。
截至2022年2月，荷蘭先進冶金集團（AMG）巴西子公司AMG Mineracao在巴西的鋰精礦年產能為13萬噸。同時，加拿大 Sigma Lithium Resources 旗下子公司 Sigma Mineração 計劃在其位於 Grota do Cirilo 的綜合設施中實現 220,000 噸精礦產能。
2022年4月，巴西礦業公司CBMM宣布計畫開始為快速充電電動機車供應鈮電池單元，採用與東芝共同開發的技術。東芝計劃生產 4,000 個電池單元，以便與最終用戶進行技術檢驗。
因此，預計預測期內巴西將對拉丁美洲電池市場產生正面影響。

拉丁美洲電池產業概況

拉丁美洲電池市場相當分散。主要企業（不分先後順序）包括 Exide Industries Ltd、比亞迪股份有限公司、FIAMM Energy Technology SpA、Panasonic Corporation和 EnerSys。

其他福利：

Excel 格式的市場預測 (ME) 表
3個月的分析師支持

Key Highlights

Over the long term, major factors driving the South and Central American battery market include declining lithium-ion battery prices, increasing adoption of electric vehicles, and the growing renewable energy sector. Increasing demand from data centers is also likely to drive the market as data centers are evolving digital infrastructures for cloud services. The next generation of cloud service may be adopted to incorporate a blockchain network.
On the other hand, the demand-supply mismatch of raw materials is likely to hinder the market's growth.
Increasing the growth in data centers and economic development in countries like Brazil and Argentina for commercial infrastructure are expected to create immense opportunities for the South and Central American battery market.
Brazil is expected to dominate the market in South and Central America due to the rising demand for consumer goods and increasing investments in the country.

South and Central America Battery Market Trends

Lithium-ion Batteries to Dominate the Market

In the early stages of the lithium-ion battery industry, the consumer electronics sector was the major consumer of batteries. However, in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries due to the growing sales of EVs.
EVs do not emit CO2, NOX, or any other greenhouse gases and, hence, have a lower environmental impact compared to conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.
In July 2022, the Brazilian government issued an executive order to relax the rules on lithium export. Currently, Brazil accounts for 1.5% of global production of lithium-ion, and two companies are operational in the region, i.e., CBL and AMG Brazil.
In November 2022, Argentina announced its plans to begin operations at its first lithium battery plant after the necessary equipment arrived in the city of La Plata from China. The plant will be constructed by Universidad Nacional de La Plata (UNLP), YPF-Tecnologia (Y-TEC), and the National Scientific and Technical Research Council (CONICET), with the support of the Ministry of Science, Technology, and Innovation.
Owing to such factors, lithium-ion batteries are expected to dominate the South and Central American battery market during the forecast period.

Brazil to Dominate the Market

Brazil is one of the largest markets for consumer batteries, mainly due to the high demand for consumer goods. The demand for consumer electronics in Brazil is increasing, which may offer a significant boost for the market studied.
In Brazil, the major supplier countries for primary batteries include China, the United States, and Germany. The import value of primary batteries in Brazil is way higher than the export, which signifies the high dependency on imports to meet the requirements of primary batteries. Distributor networks and channel partners of overseas manufacturing firms cater to the demand for primary batteries in Brazil.
The battery demand in Brazil is boosted by the demand for electricity, which is anticipated to register a growth rate of about 2.7% during 2014-2024, leading to an increasing requirement of standby sources of electricity.
The Rota 2030 program is aimed at improving energy efficiency in the transportation sector, which is a major boost for the Brazilian electric vehicle market. The surge in the deployment of electric vehicles is likely to provide a significant impetus to the Brazilian battery market during the forecast period.
As of February 2022, AMG Mineracao, a Brazilian subsidiary of Dutch Advanced Metallurgical Group (AMG), had an annual lithium production capacity of 130 thousand metric ton of concentrate in Brazil. Meanwhile, Sigma Mineracao, part of Canada-based Sigma Lithium Resources, had planned a capacity of 220 thousand ton of concentrate in its complex at Grota do Cirilo.
In April 2022, Brazilian mining company CBMM announced its plans to start using technology it developed with Toshiba to supply niobium battery cells for fast-charging electric motorcycles. Toshiba is planning to produce 4,000 battery cells to validate the technology with the end user.
Therefore, due to such factors, Brazil is expected to have a positive impact on the battery market in South and Central America during the forecast period.

South and Central America Battery Industry Overview

The South and Central American battery market is moderately fragmented. Some of the major players (in particular order) include Exide Industries Ltd, BYD Company Ltd, FIAMM Energy Technology SpA, Panasonic Corporation, and EnerSys.

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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

4.1 Introduction
4.2 Market Size and Demand Forecast in USD billion, till 2027
4.3 Recent Trends and Developments
4.4 Government Policies and Regulations
4.5 Market Dynamics
- 4.5.1 Drivers
- 4.5.2 Restraints
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 SEGMENTATION

5.1 Type
- 5.1.1 Primary Battery
- 5.1.2 Secondary Battery
5.2 Technology
- 5.2.1 Lead-acid Battery
- 5.2.2 Lithium-ion Battery
- 5.2.3 Other Technologies
5.3 Application
- 5.3.1 Automotive
- 5.3.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
- 5.3.3 Consumer Electronics
- 5.3.4 Other Applications
5.4 Geography
- 5.4.1 Brazil
- 5.4.2 Argentina
- 5.4.3 Colombia
- 5.4.4 Rest of South and Central America

6 COMPETITIVE LANDSCAPE

6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
6.2 Strategies Adopted by Leading Players
6.3 Market Share Analysis
6.4 Company Profiles
- 6.4.1 BYD Company Ltd
- 6.4.2 Duracell Inc.
- 6.4.3 EnerSys
- 6.4.4 Panasonic Corporation
- 6.4.5 Saft Groupe SA
- 6.4.6 Exide Industries Ltd
- 6.4.7 Clarios
- 6.4.8 FIAMM Energy Technology SpA