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市場調查報告書
商品編碼
1479058
全球電動汽車電池交換市場評估:依車輛、依服務、依車站、電池、依地區、機會、預測(2017-2031)Electric Vehicle Battery Swapping Market Assessment by Vehicle, By Service, By Station, By Battery, By Region, Opportunities and Forecast, 2017-2031F |
全球電動車電池交換市場規模預計將從 2023 年的 20.2 億美元增至 2031 年的 80.5 億美元,預計 2024-2031 年複合年增長率為 18.86%。 隨著電動車變得越來越流行,對創新電池和充電技術的需求正在迅速增加。
電動車革命催生了充電模組、電池管理技術和電池交換系統等電動車零件領域。 電動車的普及和電動摩托車的出現預計將推動市場擴張。 預計在預測期內,許多電動車將上路,但最大的課題之一是建造充電基礎設施,使其像柴油汽車一樣簡單且價格實惠。 充電時間長是電動車廣泛採用的最大障礙之一。 電動車車主正在尋求新技術來增加續航里程,同時節省充電時間。 這就是電池交換技術的用武之地,它可以保留行駛時間和行駛里程。 這項技術可以快速用充滿電的電池更換空電池,從而減少長時間的充電時間並增加車輛的行駛里程。 公司正在透過增加專門用於電動車電池更換的站來利用這些優勢。
例如,蔚來推出了下一代電池更換站以及 640kW 增壓器。 這家中國製造商計劃在 2024 年增加約 20,000 個充電堆和 1,000 個電池更換站,以擴大其國內網路。 蔚來有效實現了2023年年底安裝1000個換電站的目標,使其管轄的換電站總數達到2305個。
減少充電麻煩、延長續航里程促進市場拓展
電池更換技術的最大優點是減少了充電的麻煩,因為您只需更換一對電池即可。 新的換電站和更快的電池充滿電預計將推動市場成長。 電池更換技術消除了電動車駕駛者最大的不便。 電池更換技術提高了速度和效率,增加了最終用戶的行駛里程。 電池更換技術和充電站的快速技術進步預計將降低營運成本,這將進一步推動三輪車、兩輪車和其他商用車等車輛的電池更換銷售。 每個品牌都專注於在盡可能短的時間內提供充滿電的電池。
例如,2023 年 12 月,Stellantis 和 Ample 簽署了一項協議,合作開發電動車電池充電技術,該技術可以在五分鐘內提供充滿電的電動車電池。 兩家公司已同意共同合作,將 Ample 的模組化電池交換解決方案整合到 Stellantis 的電動車中。 在歐洲推出的第一個計劃預計將採用 Free2move 汽車共享車隊的形式,使用 2024 輛菲亞特 500e 車輛。 該技術可以解決客戶的基礎設施問題,例如充電時間、範圍限制和電池耗盡。
擴建電池更換站以推動市場成長
電池交換技術減少了電池的重複使用,從而更長時間地保持電池的健康狀態。 汽車製造商正在為車輛配備可更換電池,以提供更長的電池壽命。 更換電池的主要好處包括保持電池健康、充電更快和增加續航里程。 更換後的電池使用壽命更長,價格更便宜,產生的排放量更少。 延長電池壽命為最終用戶帶來經濟和環境效益,並擴大電動車電池更換的市場規模。 此外,透過與公共和私人機構合作增加新的電池更換站可能會增加市場價值。 這些充電站的建設將確保電池交換基礎設施的準確實施,同時促進可持續和便利的電動交通解決方案。
本報告研究和分析了全球電動車電池更換市場,提供市場規模和預測、市場動態以及主要參與者的現狀和前景。
Global electric vehicle battery swapping market is projected to witness a CAGR of 18.86% during the forecast period 2024-2031, growing from USD 2.02 billion in 2023 to USD 8.05 billion in 2031. As the adoption of electric vehicles increases, the demand for innovative battery and charging technology is on a surge.
The EV revolution has given birth to the EV component sector including charging modules, battery management technology, and battery swapping systems. The proliferation of electric vehicles along with the advent of electric motorcycles are anticipated to fuel the market expansion. Many electric vehicles are projected to be on the road during the forecast period, but one of the biggest challenges would be building the infrastructure for charging them so they are as simple, affordable, and available as diesel cars. Long charging times are one of the biggest obstacles to the widespread adoption of e-mobility. The EV owners are looking for new technologies that saves charging time while delivering the highest amount of vehicle range. Here battery swapping technology comes into play, saving operational time and vehicle range. Technology enables empty batteries to be quickly replaced with fully charged ones, cutting down on lengthy charging times and increasing vehicle's driving range. The companies are adding stations specific to EV battery swapping to leverage these benefits.
For instance, NIO revealed the next-generation battery swap station along with 640 kW supercharger. The Chinese manufacturer intends to expand its network in the nation by adding approximately 20,000 charging heaps and 1,000 battery switching stations in 2024. NIO effectively completed its 2023-year goal of installing 1,000 stations by year's end, bringing the total number of exchange stations under its purview to 2,305.
Reducing Charging Hassel Along with Extended Driving Range to Fuel Market Expansion
The biggest benefit of battery-swapping technology involves reduced charging hassle as one pair is simply swapped with another battery. Newly available swap stations and higher speeds in which one goes for a full battery are anticipated to garner market growth. Battery-swapping technology simply solves the biggest inconvenience for EV drivers. The increased speed and efficiency with battery swapping technology has facilitated end-users with a higher operational range. Rapid technological advances with battery-swapping technology and stations are expected to reduce the operational cost which further drives the sales of battery-swapping in vehicles including three-wheelers, two-wheelers, and other commercial vehicles. Brands focus on delivering a fully charged battery in the minimum duration.
For instance, in December 2023, Stellantis and Ample signed an agreement to form a partnership in electric vehicle battery charging technology capable of delivering a fully charged electric vehicle battery in less than five minutes. The two players have agreed to work towards integrating Ample's Modular battery-swapping solution in Stellantis electric vehicles. The first program to be launched in Europe will be in the form of Free2move's car-sharing fleet with the Fiat 500e in 2024. The technology can solve customer infrastructure issues such as charging times, range constraints, and battery wear.
Expansion of Battery-Swapping Stations to Thrive Market Growth
As battery swapping technology delivers less re-usage of the battery, long and enhanced battery health can be achieved. Automakers are equipping their vehicles with swappable batteries to deliver a longer battery shelf-life. The major benefits of exchanging batteries include maintaining battery health, faster charging, and enhanced vehicle range. Replaced batteries add longer lifespan, are affordable, and emit lower emissions. The longer battery life provides economic and environmental benefits to the end-users, expanding the electric vehicle battery swapping market size. Furthermore, the addition of new battery-swapping stations in collaboration with private and public entities is likely to add value to the market. These stations are built to ensure the accurate implementation of battery-swapping infrastructure while promoting sustainable and accessible electric mobility solutions.
For instance, in December 2023, Motorola Mobility Pvt. Ltd. and Swobbee, a German climate technology company partnered to improve the overall user experience. The cooperative initiative tackles issues related to electric vehicles (EVs), with a primary focus on battery charging time, cost, and longevity. With the partnership's promise to build 200 battery switching stations around India in the next 24 months, the industry is set for a change.
Government's Support to Battery Swapping Infrastructure to Fuel the Market Growth
Implementation and commercialization of battery-swapping technology for electric vehicles couldn't be implemented without the crucial role of government authorities. From permits to safety regulations, governments across the globe focus on promoting EV technology that restricts fossil fuel consumption and increases sustainability. Governments across the globe to support and fund infrastructure for battery swapping. The ability of battery-swapping technology to lower carbon emissions and enhance air quality has been acknowledged by governments across the world. Governments and private companies are now working together to develop infrastructure for battery charging and standardize battery-swapping procedures. These regulations encourage and recognize new ventures and creative ideas while guaranteeing the proper application of battery-swapping technology.
For instance, in April 2022, the government of India announced plans to create interoperability standards and a battery-swapping policy during budget of financial year 2022-2023, to create and enhance the battery-swapping ecosystem's efficiency and accelerate the adoption of electric vehicles.
Higher Adoption and Expanded BEV Charging Infrastructure to Fuel Segmental Growth
The subscription model segment is anticipated to lead the market throughout the forecast period. The leading share of subscription models is attributed to factors including battery leasing solutions, cheap cost per swap, and affordability. Over the projected period, the pay-per-use (PPU) model is expected to show a higher CAGR. It is explained by the rise in the use of PPU models among private consumers who drive less and don't need to pay capital expenses upfront. The segmental growth is attributed to the economic benefits of this service model. For instance, end-users with frequent short-distance travel choose the pay-per-use model over the subscription model as it saves them money.
Asia-Pacific Leads the Global Electric Vehicle Battery Swapping Market Share
Big Asian automakers are concentrating on providing workable and economically viable solutions for Asia-Pacific's expanding economies. As a result, they work together with domestic battery producers to jointly develop and market vehicles that have integrated modular battery systems. As a workable alternative to cable charging, battery-swapping approach has seen an exponential surge in the use in China. Redesigned cars with an emphasis on the business sector result from domestic companies like BAIC implementing a swapping solution. Thus, these elements are responsible for the region's higher battery-swapping adoption rate. On the contrary, India thrives with government-owned entities setting up their battery-swapping infrastructure.
For instance, in December 2023, Indian Oil Corporation (IOC) introduced its first battery-swapping station. Battery-swapping technology has been a game-changer for two-wheelers in the region. The facility is expected to play a crucial role in adopting EVs and spearheading the emerging transition.
Future Market Scenario (2024 - 2031F)
Increased EV adoption, advanced battery systems, and new electric scooters with battery-swapping technology are flourishing in the market. For instance, in November 2022, Hero MotoCorp announced its partnership with Gogoro to bring new electric bikes and scooters that utilize battery-swapping technology.
Expanding facilities and stations and increasing research and development will fuel market growth.
Evolving battery technology with faster charging and recyclable technology is expected to garner market growth.
Key Players Landscape and Outlook
The electric vehicle battery swapping market players experiment with advanced technology, faster and safer charging, and different payment methods. Furthermore, companies collaborate with government programs for energy transition. Competitors strategize with partnerships, acquisitions, and mergers to expand their supply chain and distribution channels. These collaborations usually utilize the advanced technology delivered by technological giants, majoring in battery-swapping.
For instance, in January 2023, Sun Mobility introduced its new SwapX station and S2.1 battery pack. It aims to power one million EVs by 2025. Currently, SUN Mobility operates more than 210 EV battery exchange locations nationwide. These batteries are compatible with E2W, E3W, and e-rickshaw electric vehicles.
In July 2023, Beijing Foton Daimler Automotive Co. Ltd. partnered with Aulton New Energy Automotive Technology to deliver rapid implementation of battery-swapping projects for heavy-duty trucks. The cooperation would deliver benefits using Daimler's battery-swappable vehicle models that are based on the GTL platform while Aulton provides global leading battery-swapping solutions dedicated to heavy trucks.
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.