微型交通車隊電池交換的全球市場 - 電動自行車、電動滑板車、電池交換站、微型交通電池即服務、微型交通電池交換站：市場分析和預測（2024-2033）

電池更換是一項新技術，有潛力帶來顯著效益並刺激電動微型交通的持續成長。 微型交通車隊憑藉著可持續、低成本和高效城市交通的優勢，在過去十年中在全球範圍內經歷了快速增長。 您只需幾分鐘即可在位置便利的電池交換站 (BSS) 更換車輛電池。 這顯著減少了傳統充電中心充電的物流工作和營運成本，並減少了車輛停機時間，從而實現收入最大化。 此外，電池更換還可以減少充電所需的後勤工作，從而帶來可持續性效益，用作儲能係統時可以帶來電網效益，並與再生能源整合。

微型交通的電池更換可望降低車隊營運成本、改善用戶充電體驗並帶來環境效益。 電池更換面臨多重課題，但用於電池更換計劃的車隊微移動車輛的潛力、安裝的電池更換站的數量以及透過BaaS（電池即服務）商業模式的潛在收益預計將穩步增長。 技術和成本效率的進步預計將推動微移動車隊的收入成長和 BaaS 的採用。

本報告對全球微移動車隊電池更換市場進行了調查分析，包括市場驅動因素和障礙，以及車輛銷售和營運的預測。

目錄

第 1 章執行摘要

• 簡介
• 市場亮點

第二章市場問題

• 促進因素
  • 營運效率
  • 擴大電動微型交通車隊
  • 永續發展
• 屏障
  • 電池標準化
  • 基礎設施成本
  • 安全與合法性

第三章產業價值鏈

• 微移動電池更換的價值鏈
  • 電池製造商
  • 汽車原始設備製造商
  • 電池更換提供者
  • 微型交通車隊營運商
  • 最終用戶
  • 回收、再利用
• 競爭狀況
  • 電池更換提供者
  • 微行動電信商
  • 汽車原始設備製造商
• 商業模式的演變
  • 依隔夜利息付費
  • BaaS

第四章市場預測

• 範圍與研究方法
• 車隊微型移動車輛的銷售量
• 正在運作的微型移動車隊數量
• 為 BaaS 部署微型移動車輛
• BaaS 的電池和 BSS

第五章結論與建議

• 三大要點
• 推薦
  • 電池製造商
  • 電池更換提供者
  • 微型交通車隊營運商

第 6 章首字母縮寫詞和縮寫詞列表

第 7 章目錄

第 8 章圖表

第九章研究範圍

第10章資料來源、研究方法、註

Battery swapping is an emerging technology with potential to provide important benefits and stimulate the continued growth of electric micromobility. With their advantages of sustainable, low cost and efficient urban transportation, micromobility fleets have experienced rapid global growth over the past decade. Vehicle batteries can be exchanged in a matter of minutes at a conveniently located battery swapping station (BSS). This drastically reduces the logistical efforts and operational costs for charging at a conventional charging hub, and reduces vehicle downtime, thus maximizing revenue generation. Further, battery swapping brings sustainability advantages as a result of fewer logistical efforts required for charging, and from grid benefits when they are used as energy storage systems and integrated with renewable energy sources.

Battery swapping for micromobility promises to reduce fleet operating costs, providing an improved charging experience for its users and delivering environmental benefits. Though battery swapping faces multiple challenges, Guidehouse Insights forecasts solid growth in fleet micromobility vehicles used in battery swapping programs, the installations of battery swapping stations, and revenue generated through the battery as a service business model. Technology advances and cost efficiencies will drive revenue growth and increase penetration of battery as a service (BaaS) for micromobility fleets.

This Guidehouse Insights research report examines the global market for battery swapping for micromobility fleets. Forecasts include unit sales of fleet micromobility vehicles (e-bikes, e-kick scooters and seated e-scooters), installed bases of fleet micromobility vehicles, deployments of fleet micromobility vehicles for BaaS, and deployments of batteries and BSS for BaaS, for the 10-year forecast period of 2024-2033.

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Market Highlights

2. Market Issues

• 2.1 Drivers
  • 2.1.1 Operational Efficiencies
    • 2.1.1.1 BSS Advantages
    • 2.1.1.2 Improved Fire Risk Management
  • 2.1.2 Growth of Electric Micromobility Fleets
  • 2.1.3 Sustainability
• 2.2 Barriers
  • 2.2.1 Battery Standardization
  • 2.2.2 Infrastructure Costs
  • 2.2.3 Safety and Legality

3. Industry Value Chain

• 3.1 Battery Swapping for Micromobility Value Chain
  • 3.1.1 Battery Manufacturers
  • 3.1.2 Vehicle OEMs
  • 3.1.3 Battery Swapping Providers
  • 3.1.4 Micromobility Fleet Operators
  • 3.1.5 End Users
  • 3.1.6 Recycling and Re-Use
• 3.2 Competitive Landscape
  • 3.2.1 Battery Swapping Providers
  • 3.2.2 Micromobility Operators3.2.3 Vehicle OEMs
• 3.3 Business Model Evolution
  • 3.3.1 Pay-per-Swap
  • 3.3.2 BaaS

4. Market Forecasts

• 4.1 Scope and Methodology
• 4.2 Fleet Micromobility Vehicle Unit Sales
• 4.3 Installed Base of Fleet Micromobility Vehicles
• 4.4 Micromobility Vehicle Deployments for BaaS
• 4.5 Batteries and BSSs for BaaS

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Battery Manufacturers
    • 5.2.1.1 Ensure Batteries Are Optimized for Swapping for Micromobility Applications
    • 5.2.1.2 Collaborate with Stakeholders to Meet Customer Requirements
    • 5.2.1.3 Work Toward Standardization
    • 5.2.1.4 Develop BMS
    • 5.2.1.5 Develop Batteries with Second-Life Strategies in Mind
  • 5.2.2 Battery Swapping Providers
    • 5.2.2.1 Provide Competitive Pricing Models
    • 5.2.2.2 Provide a Reliable Battery Swapping Service
    • 5.2.2.3 Optimize the User Experience
    • 5.2.2.4 Provide Options for Renewable Energy Integration
  • 5.2.3 Micromobility Fleet Operators
    • 5.2.3.1 Engage with Battery Swapping Providers
    • 5.2.3.2 Assess Fleet Needs
    • 5.2.3.3 Trial Battery Swapping Operations

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology & Notes

List of Tables

• Fleet e-Bike Unit Sales by Region, World Markets: 2024-2033
• Fleet e-Kick Scooter Unit Sales by Region, World Markets: 2024-2033
• Fleet Seated e-Scooter Unit Sales by Region, World Markets: 2024-2033
• Fleet Micromobility Vehicle Unit Sales by Region, World Markets: 2024-2033
• Fleet Micromobility Vehicle Unit Sales by Region, World Markets Excluding Asia Pacific: 2024-2033
• Fleet Micromobility Vehicle Unit Sales by Technology, World Markets: 2024-2033
• Installed Base of Fleet Micromobility Vehicles by Region, World Markets: 2024-2033
• Installed Base of Fleet Micromobility Vehicles by Region, World Markets Excluding Asia Pacific: 2024-2033
• Installed Base of Fleet Micromobility Vehicles by Technology, World Markets: 2024-2033
• Installed Base of Fleet e-Bikes by Region, World Markets: 2024-2033
• Installed Base of Fleet e-Kick Scooters by Region, World Markets: 2024-2033
• Installed Base of Fleet Seated e-Scooters by Region, World Markets: 2024-2033
• e-bike Deployments for BaaS by Region, World Markets: 2024-2033
• e-kick Scooter Deployments for BaaS by Region, World Markets: 2024-2033
• Seated e-Scooter Deployments for BaaS by Region, World Markets: 2024-2033
• Micromobility Vehicle Deployments for BaaS by Region, World Markets: 2024-2033
• Micromobility Vehicle Deployments for BaaS by Region, World Markets Excluding Asia Pacific: 2024-2033
• Micromobility Vehicle Deployments for BaaS by Technology, World Markets: 2024-2033
• Micromobility Batteries in Use for BaaS by Region, World Markets: 2024-2033
• Micromobility Batteries in Use for BaaS by Region, World Markets Excluding Asia Pacific: 2024-2033
• Installed Base of Micromobility Battery Swap Stations by Region, World Markets: 2024-2033
• Installed Base of Micromobility Battery Swap Stations by Region, World Markets Excluding Asia Pacific: 2024-2033
• Annual Revenue from BaaS for Micromobility by Region, World Markets: 2024-2033
• Annual Revenue from BaaS for Micromobility by Region, World Markets Excluding Asia Pacific: 2024-2033

List of Figures

• Annual Revenue from BaaS for Micromobility by Region, World Markets: 2024-2033
• Fleet Micromobility Vehicle Unit Sales by Region, World Markets: 2024-2033

Fleet Micromobility Vehicle Unit Sales by Region, World Markets Excluding Asia Pacific: 2024-2033"

• Fleet Micromobility Vehicle Unit Sales by Technology, World Markets: 2024-2033
• Installed Base of Fleet Micromobility Vehicles by Region, World Markets: 2024-2033

Installed Base of Fleet Micromobility Vehicles by Region, World Markets Excluding Asia Pacific: 2024-2033"

• Installed Base of Fleet Micromobility Vehicles by Technology, World Markets: 2024-2033
• Micromobility Vehicle Deployments for BaaS by Region, World Markets: 2024-2033

Micromobility Vehicle Deployments for BaaS by Region, World Markets Excluding Asia Pacific: 2024-2033"

• Micromobility Vehicle Deployments for BaaS by Technology, World Markets: 2024-2033
• Micromobility Batteries in Use for BaaS by Region, World Markets: 2024-2033

Micromobility Batteries in Use for BaaS by Region, World Markets Excluding Asia Pacific: 2024-2033"

• Installed Base of Micromobility Battery Swap Stations by Region, World Markets: 2024-2033
• Installed Base of Micromobility Battery Swap Stations by Region, World Markets Excluding Asia Pacific: 2024-2033

Annual Revenue from BaaS for Micromobility by Region, World Markets Excluding Asia Pacific: 2024-2033"

• Fleet e-Bike Unit Sales by Region, World Markets: 2024-2033
• Fleet e-Kick Scooter Unit Sales by Region, World Markets: 2024-2033
• Fleet Seated e-Scooter Unit Sales by Region, World Markets: 2024-2033

Battery Swapping Value Chain