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市場調查報告書
商品編碼
1511264
到 2030 年全球電動車電池外殼市場預測:按車型、電池類型、材料類型、電池格式類型、技術、最終用戶、地區Electric Vehicle Battery Housing Market Forecasts to 2030 - Global Analysis By Vehicle Type, Battery Type, Material Type, Cell Format Type, Technology, End User and By Geography |
根據 Stratistics MRC 的數據,2024 年全球電動車電池外殼市場規模將達到 130 億美元,預計到 2030 年將達到 257 億美元,預測期內複合年成長率為 11.9%。
電動汽車電池外殼是容納電動車電池組的結構或機殼。該機殼旨在保護電池單元免受外部元件的影響,提供結構支撐,並確保發生事故或撞擊時的安全。電池外殼通常由輕質耐用的材料製成,例如鋁、鋼和複合材料。它們還必須納入溫度控管功能,例如冷卻系統和隔熱材料,以保持電池單元的最佳溫度並防止過熱。
根據國際能源總署(IEA)的數據,中國擁有最大的純電動車(BEV)保有量,其次是歐洲和美國。 2020年,中國純電動汽車保有量接近350萬輛,預計2021年這數字將達到620萬輛。
電動車需求增加
市場需求大幅成長,這主要是由於全球範圍內電動車的採用不斷增加。隨著汽車產業轉向永續解決方案,電動車對高效耐用電池外殼的需求不斷增加。這一趨勢受到環境問題、政府激勵措施和電池技術進步的推動,顯示預測期內市場的成長軌跡充滿希望。
原料取得困難
由於原料供應有限,市場面臨重大挑戰。隨著電動車需求的增加,鋰、鈷和鎳等資源的壓力也越來越大。這種稀缺性不僅會影響產量,還會推高成本,並可能阻礙電動車的廣泛採用。製造商正在探索替代材料和回收方法,以緩解這項挑戰並確保電動車產業的永續成長。
需要改進安全功能
隨著市場的擴大,必須增強電池機殼的安全功能,以減少潛在的風險。先進的溫度控管系統、穩健的結構設計和智慧監控技術等創新至關重要。這些增強功能不僅可以防止熱失控和火災危險,還可以確保發生事故時的結構完整性。此外,整合故障安全機制和快速緊急應變系統可以進一步加強安全標準並增強消費者和監管機構的信心。
電池外殼成本高成本
市場正面臨電池外殼成本高的重大挑戰。這一成本因素影響了電動車的整體承受能力,並阻礙了其廣泛採用。製造商正在積極尋求創新的解決方案,例如輕質材料、簡化的生產過程和永續實踐,以緩解這項挑戰。克服電池外殼的高成本對於提高汽車產業電動車的競爭力和永續性至關重要。
COVID-19 大流行對電動汽車電池外殼市場產生了重大影響。供應鏈中斷、消費者需求減少和生產停頓對市場產生了負面影響。然而,隨著挑戰的增加,向永續交通方式的轉變已變得顯而易見,人們對電動車的興趣也隨之增加。政府的獎勵策略和獎勵進一步推動了電動車產業的發展。儘管經歷了最初的挫折,市場仍展現了彈性和適應性,刺激了電池技術和製造程序的創新,以滿足疫情後對電動車不斷成長的需求。
預計乘用車市場在預測期內將是最大的市場
乘用車市場預計將在預測期內成為最大的市場。由於環保意識不斷增強以及政府大力推廣電動車,對電動乘用車的需求正在迅速增加。這對電動車電池外殼市場產生了直接影響,推動了輕質、耐用和經濟高效的外殼解決方案的創新,以適應先進的電池技術。製造商正致力於加強安全標準、最佳化能源效率和整合智慧功能,以滿足電動乘用車車主不斷變化的需求。
預計聚合物產業在預測期內複合年成長率最高。
由於其重量輕、耐用且具有成本效益,預計聚合物細分市場在預測期內將出現最高的複合年成長率。聚丙烯 (PP)、聚乙烯 (PE) 和聚碳酸酯 (PC) 等聚合物通常用於電池外殼。這些材料具有優異的耐熱性和耐化學性,確保電動車電池的安全性和使用壽命。此外,聚合物複合材料的進步正在提高其結構完整性並減輕重量,進一步增加其在新興電動車產業的採用。
由於該地區電動車的普及率不斷提高,預計北美在預測期內將佔據最大的市場佔有率。在政府激勵措施、環境問題和電池技術進步的推動下,市場正在穩步成長。市場正在見證電池外殼設計和材料的持續創新。製造商正致力於開發輕盈耐用的外殼,以提高電動車的整體性能和續航里程。
預計亞太地區在預測期內將維持最高的複合年成長率。該市場包括各種材料,例如鋁、鋼和複合材料。輕質材料是提高車輛性能和續航里程的首選。與排放氣體和車輛安全相關的嚴格法規也推動了對電動車及其零件(包括電池外殼)的需求。各國政府正在透過政策和獎勵促進電動車的採用。
According to Stratistics MRC, the Global Electric Vehicle Battery Housing Market is accounted for $13.0 billion in 2024 and is expected to reach $25.7 billion by 2030 growing at a CAGR of 11.9% during the forecast period. Electric vehicle (EV) battery housing is the structure or enclosure that houses the battery pack in an electric vehicle. This housing is designed to protect the battery cells from external elements, provide structural support, and ensure safety in case of accidents or impacts. The battery housing is typically made of lightweight yet durable materials such as aluminum, steel, or composite materials. It must also incorporate features for thermal management, such as cooling systems or insulation, to maintain the optimal temperature for the battery cells and prevent overheating.
According to the International Energy Agency, China is leading with the highest battery electric vehicles (BEVs) stock followed by Europe and the United States. In 2020, it was estimated that nearly 3.5 million Battery Electric Vehicles (BEVs) were stocked in China, which reached 6.2 million in 2021.
Increasing demand for electric vehicles (EVs)
The market is witnessing a significant surge in demand, driven primarily by the increasing adoption of electric vehicles (EVs) globally. As the automotive industry shifts towards sustainable solutions, the need for efficient and durable battery housings for EVs has escalated. This trend is fueled by environmental concerns, government incentives, and technological advancements in battery technology, indicating a promising growth trajectory for the market during the forecast period.
Limited availability of raw materials
The market faces a significant challenge due to the limited availability of raw materials. As demand for EVs rises, the pressure on resources like lithium, cobalt, and nickel intensifies. This scarcity not only impacts production volumes but also drives up costs, potentially hindering the widespread adoption of EVs. Manufacturers are exploring alternative materials and recycling methods to mitigate this challenge and ensure sustainable growth in the EV industry.
Need for improved safety features
The growing market necessitates enhanced safety features in battery housing to mitigate potential risks. Innovations such as advanced thermal management systems, robust structural designs, and intelligent monitoring technologies are crucial. These enhancements not only safeguard against thermal runaway and fire hazards but also ensure structural integrity during accidents. Moreover, integrating fail-safe mechanisms and rapid emergency response systems can further bolster safety standards, instilling confidence among consumers and regulators alike.
High cost of battery housing
The market faces a significant challenge due to the high cost of battery housing. This cost factor impacts the overall affordability of electric vehicles, hindering their widespread adoption. Manufacturers are actively seeking innovative solutions such as lightweight materials, streamlined production processes, and sustainable practices to mitigate this challenge. Overcoming the high cost of battery housing is crucial for enhancing the competitiveness and sustainability of EVs in the automotive industry.
The COVID-19 pandemic significantly impacted the Electric Vehicle (EV) Battery Housing market. Supply chain disruptions, reduced consumer demand, and production halts affected the market adversely. However, amidst challenges, there was a notable shift towards sustainable transportation, driving interest in EVs. Governments' stimulus packages and incentives further boosted the EV sector. Despite initial setbacks, the market witnessed resilience and adaptation, fostering innovations in battery technology and manufacturing processes to meet growing EV demands post-pandemic.
The passenger cars segment is expected to be the largest during the forecast period
The passenger cars segment is expected to be the largest during the forecast period. With growing environmental awareness and government initiatives promoting electric mobility, demand for electric passenger cars has surged. This has directly impacted the EV battery housing market, driving innovations in lightweight, durable, and cost-effective housing solutions to accommodate advanced battery technologies. Manufacturers are focusing on enhancing safety standards, optimizing energy efficiency, and integrating smart features to meet the evolving needs of electric passenger car owners.
The polymers segment is expected to have the highest CAGR during the forecast period
The polymers segment is expected to have the highest CAGR during the forecast period due to their lightweight, durable, and cost-effective properties. Polymers like polypropylene (PP), polyethylene (PE), and polycarbonate (PC) are commonly used for battery housings. These materials offer excellent thermal and chemical resistance, ensuring the safety and longevity of EV batteries. Moreover, advancements in polymer composites are enhancing structural integrity and reducing weight, further driving their adoption in the burgeoning EV industry.
North America is projected to hold the largest market share during the forecast period due to the increasing adoption of electric vehicles in the region. The market has been growing steadily, driven by government incentives, environmental concerns, and technological advancements in battery technologies. The market is witnessing continuous innovations in battery housing design and materials. Manufacturers are focusing on developing lightweight yet durable housings that can improve the overall performance and range of electric vehicles.
Asia Pacific is projected to hold the highest CAGR over the forecast period. The market encompasses various materials such as aluminum, steel, and composite materials. Lightweight materials are preferred to enhance vehicle performance and range. Stringent regulations related to emissions and vehicle safety are also driving the demand for EVs and their components, including battery housings. Governments are promoting the adoption of electric mobility through policies and incentives.
Key players in the market
Some of the key players in Electric Vehicle Battery Housing market include Tesla, Inc., Panasonic Corporation, LG Chem, Samsung SDI, Hitachi Chemical Co., Ltd., Johnson Controls International plc, Toshiba Corporation, Envision AESC Group, Gestamp Automocion S.A. , Electrovaya Inc., EnerSys, C&D Technologies, Ecobat Technologies, Exide Technologies, TATA AutoComp Systems Limited, Magna , Northvolt AB and SGL Carbon.
In January 2024, E-Works Mobility signed a technology partnership with SGL Carbon to supply battery cases made of glass fibre-reinforced plastic. The e-car manufacturer is replacing its currently used aluminum battery boxes with boxes made of glass fibre-reinforced plastic from SGL Carbon.
In July 2023, Magna announced that the company would invest USD 790 million to build the first two supplier facilities at Ford's BlueOval City supplier park in Stanton, Tennessee, and a stamping and assembly facility in Lawrenceburg, Tennessee.
In January 2023 , Gestamp Automocion S.A. (Gestamp) announced its fourth hot stamping line in India and presented for the second time its range of products and innovations for new mobility at the Indian Auto Expo 2023.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.