市場調查報告書
商品編碼
1419593
全球汽車電池市場評估:按電池類型、按推進類型、按分銷管道、按車輛類型、按地區、機會、預測(2017-2031)Automotive Battery Market Assessment, By Battery Type, By Propulsion Type, By Distribution Channel, By Vehicle Type, Region, Opportunities and Forecast, 2017-2031F |
全球汽車電池市場規模預計將從 2023 年的 512.1 億美元增至 2031 年的 770.6 億美元,2024-2031 年預測期間複合年增長率為 5.24%。 電動車(EV)普及率的提高以及新興經濟體汽車產業的擴張預計將提振汽車電池市場的成長前景。 隨著不斷擴大的研發設施致力於改善電池生命週期、升級鋰離子電池技術以及生產用於嵌入式技術的柔性電池,該行業正在蓬勃發展。 在內燃機 (ICE) 車輛中,電池的唯一功能是啟動引擎和相關負載,而電動車和混合動力車則需要更強大的電池來為系統提供基本動力和能量。 因此,電動車需求的增加導致汽車電池銷量的增加。 市面上有鉛酸電池、鋰離子電池、固態電池等多種電池。 與鋰離子電池相比,固態電池具有更高的能量密度、更長的使用壽命和更高的安全性,因此有可能成為顛覆性技術。 然而,由於採用率高以及與電池管理系統的兼容性,鋰離子電池仍然引領市場。
電動車銷售的成長可歸因於其經濟實惠且對環境影響較小。 傳統(ICE)汽車銷售的增加也推動了成長,特別是在新興經濟體。 隨著電動車變得越來越流行,電池回收和永續性變得越來越重要。 因此,需要開發更環保的回收方法,對廢棄電池材料進行再利用。 隨著向電動車車型的轉變,必須解決電池生產、使用和處置對環境的影響。 推廣永續電池可以提高公司的品牌形象並吸引具有環保意識的客戶。 這就是供應商正在創建可回收且可持續的電池解決方案的原因。
2023 年 5 月,LOHUM 和 ACKO 合作,根據電動車長期電池保固保險重複利用和回收電池。 隨著這一發展,兩家公司預計將優化電池保險和消費者融資的定價。 透過此次合作,ACCO將為OEM廠商提供電動汽車電池的性能保證保險。 它也為與效能相關的問題提供了便捷的糾正流程。
在北美和亞太地區等地區,電動車充電站的快速擴張為電動車車主提供支持,並推動電動車銷量的成長。 電池製造商面臨的主要挑戰是增加行駛裡程並減少充電時間。 同時,電池化學、固態電池和能量密集材料的進步正在增加續航裡程和效率。 隨著週轉時間的縮短,對快速變化的技術的需求不斷增加。 為了滿足這些要求,電池必須承受更高的充電電流並快速充電,而不會影響安全性或壽命。 此外,電池管理系統 (BMS) 的整合對於優化充電和斷開過程至關重要。 因此,對相容電池技術的需求也在增加。 此外,長途電動巴士和共乘計程車的引入正在改變公共交通,這推動了市場的成長。
2023 年 10 月,斯堪尼亞在 Busworld 上推出了續航裡程達 500 公裡的新型電池電動巴士平台。 新平台首發低地板4x2巴士車型(四電池車型,最大容量416kWh,續航裡程400公裡)和五電池車型,最大容量520kWh,續航裡程500公裡。
本報告針對全球汽車電池市場進行研究和分析,提供市場規模和預測、市場動態、主要參與者的現狀和前景等。
Automotive battery market is projected to witness a CAGR of 5.24% during the forecast period 2024-2031, growing from USD 51.21 billion in 2023 to USD 77.06 billion in 2031. The higher adoption of electric vehicles (EVs), along with the expanded automotive sector in emerging economies, are expected to propel the growth prospects for the automotive battery market. The sector flourishes as the extended research and development (R&D) facilities work towards increasing the life cycle of batteries, upgrading lithium-ion battery technology, and producing flexible batteries to integrated technologies. While the battery's only functions are engine start and ancillary loads in internal combustion engine (ICE) vehicles, the EV and HEVs demand stronger batteries to provide primary power and energy to the system. Thus, the increasing demand for EVs is leading to higher automotive battery sales. The market functions for a long range of batteries such as lead acid, li-ion, and solid-state batteries. Solid-state batteries have emerged as a potentially disruptive technology, promising higher energy density, extended life span, and enhanced safety compared to lithium-ion batteries. However, the lithium-ion battery still leads the market space due to higher adoption and better compatibility with battery management systems.
The increasing sales of EVs can be attributed to the affordable rides and their lower impact on the environment. The increased sales of conventional (ICE) vehicles, especially in emerging economies, are acting as other growth-inducing factors. As the prevalence of EVs has grown, there has been a heightened emphasis on the recycling and sustainability of batteries. This has necessitated the development of more eco-friendly recycling methods and the reutilization of spent battery materials. With the shift to EV models, addressing the environmental implications of battery manufacturing, use, and disposal is imperative. Promoting sustainable batteries improves a company's brand image and attract environmentally conscious customers. Hence, the vendor companies are producing recyclable and sustainable battery solutions.
In May 2023, LOHUM and ACKO partnered to reuse and recycle batteries under the EV extended battery warranty insurance. The development is expected to help the companies optimise the battery insurance and financing price for consumers. Under the terms of the agreement, ACKO will maintain its performance warranty insurance coverage for EV batteries to various OEMs. It will also provide a convenient redress process for performance-related issues.
The rapid expansion of EV charging stations in regions like North America and Asia-Pacific is helping EV owners and promoting growth for higher EV sales. The major agenda for battery manufacturers is increasing mileage and reducing the charging time. In line with this, advancements in battery chemistry, solid-state batteries, and energy-dense materials are making it up for increased range and efficiency. The demand for fast-changing technology is increasing with faster turnaround times. To meet these demands, batteries must withstand higher charging currents and provide rapid charging without losing on safety or longevity. Additionally, integration of battery management systems (BMS) has also became essential for optimized charging and disconnection processes. As a result, the demand for compatible battery technology is also increasing. Furthermore, the public transport is transforming with the introduction of high-range electric buses and shared taxis, thereby favoring the market growth.
In October 2023, Scania launched new battery-electric bus platform with 500 km range at Busworld. The new platform will initially be available in low entry 4x2 bus models - a 4-battery model with a capacity of up to 416 kWh and a range of 400km, and a 5-battery option with up to 520 kWh capacity and a range of up to 500km.
As nations around the world have started adopting alternative fuel measures, the sales of EVs have spiked. Due to this, governments worldwide are focusing on incentivising and subsidizing battery manufacturing companies to make the battery technology more sustainable, efficient, and productive. They also alert the manufacturers about the emissions during battery production, thereby supporting a sustainable approach. Higher fuel prices, new tariffs, and the Russia-Ukraine war have pushed authorities to alternative fuel options. The race of becoming dominant in EV manufacturing and adopting green technology have enabled government authorities to invest in private-public partnerships (PPP) or aid companies with conditional loans.
In June 2023, Ford Motor Co. got a government loan of USD 9.2 billion to help United States compete China's EV dominance. The loan has been disbursed for constructing Ford's three battery factories. These factories are expected to supply Ford's extension of Evs fleet present in Kentucky and Tennessee. This production line is under a joint venture named Blue Oval SK, owned by Michigan automaker and South Korean Giant SK On Co.
Based on battery type, lithium-ion battery performs significantly well due to its compatibility, operationality, and energy density. Apart from li-ion automotive batteries, the solid-state batteries also perform well in the market. These batteries are likely to revolutionize the battery market with faster charging and high-range performance. Higher compatibility with battery management systems, high energy density, and easy availability makes li-ion the industry leader in terms of battery type. Energy density is a measure of the amount of energy stored in a unit volume/weight. The greater the energy density of a battery, the less weight it requires for the same distance, thus reducing the vehicle's weight. Energy density determines the vehicle's range, while power density determines its performance, i.e., the speed at which the vehicle is moving. Lithium cobalt oxide battery is the most energy-dense of all batteries.
In April 2023, Log9 unveiled India's maiden commercial Li-ion cell production line in Bengaluru. The line is expected to have an initial capacity of 59 MWh. The new plant will produce batteries for EVs as well as energy storage. The initial capacity of the plant is estimated to be 50 MWh/h. The focus of the plant will be on the production of LTO and LFP cell batteries.
Asia-Pacific holds a significant share in the automotive battery market due to emerging economies like China and India. New companies developing advanced battery technology with higher range and faster charging are also getting popular in the region. The rising gasoline prices due to inflation, Russia-Ukraine conflict, and other conditions are pushing end users to look for EVs with higher mileage. Governments of India, Thailand, and Malaysia are constantly partnering with private charging providers, furthering the positive landscape for market.
For instance, in October 2023, Reliance showcased swappable, multipurpose batteries for EVs. The batteries can be exchanged at Reliance's battery swap stations or recharged by homeowners using rooftop solar panels.
In August 2023, Autel Tech, a leading manufacturer of EV chargers held 2023 Autel APAC partner summit for its partners in Asia-Pacific. Autel APAC's growth has been multi-regional, covering key countries such as Australia, Singapore, Malaysia, and Indonesia. Furthermore, several startups and automotive giants of India are setting their battery plants and launching advanced battery systems to propel nation's lead in EV revolution.
The automotive industry, including battery production, has been affected by supply chain disruptions due to lockdowns, restrictions, and transportation and logistics issues. This has led to reduced production of components, raw materials, and finished products. Economic uncertainties, job losses, and changing consumer behavior have led to a decline in demand for new vehicles and batteries. The pandemic accelerated trends in electric and hybrid vehicles and advanced battery technologies. The disruptions underscored the need for resilient supply chains and government support for the automotive sector.
The Russia-Ukraine war impacted the global battery production as raw materials shipped through Russia and Ukraine were one a halt. High tariffs and business sanctions on Russia also impacted the raw material availability. Though, the increased gas prices due to the Russia-Ukraine war helped in the higher sales of EVs around the world, the conflict disrupted the supply chains of materials necessary for battery production. For instance, Ukraine is a significant source of raw materials for battery components, such as lithium, cobalt, or nickel. Any disruption in the region could affect the availability and cost of these materials.
The automotive battery market holds potential for new entrants, while established key player focus on enhancing the supply chain and technological advancements. The competitors experiment with pricing, battery range, charging time, and longer shelf life to get an edge over each other. New research facilities, government partnerships, and collaboration with other key players are some of the strategies that key companies focus on. Solid-state battery technology is being researched and developed by industry players as it holds the potential to be more energy-efficient, longer-lasting, and safer than lithium-ion batteries.
In July 2023, Toyota revealed its new solid-state EV battery with a range of 745 miles, cutting emissions by 39%. The company plans on commercializing the solid-state battery technology by 2027. Toyota emphasized that this breakthrough would allow the company to reduce the size, cost, and weight of EV batteries by half. This achievement is expected to lead to substantial reductions in charging times to 10 minutes or less, coupled with an impressive increase in the driving range to 1,200 kilometers (745 miles).
In July 2023, SVOLT Energy Technology Co. Ltd. started the construction of battery factory. The annual production capacity is likely to be around 60,000 module packages. The planned plant will not be built from the scratch, but rather a leased facility that will be adopted to meet the production requirements. This accounts for the relatively short timeline between the current commencement of construction and the goal of competing within six months.
All segments will be provided for all regions and countries covered:
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.