市場調查報告書
商品編碼
1569739
2030 年電池市場預測:按電池類型、形狀、電壓、技術、應用和地區進行全球分析Battery Market Forecasts to 2030 - Global Analysis By Battery Type (Lithium-ion Batteries, Lithium-Polymer Batteries, Lead-Acid Batteries, Nickel-Cadmium Batteries and Other Battery Types), Form, Voltage, Technology, Application and By Geography |
根據Stratistics MRC的數據,2024年全球電池市場規模為1,397.7億美元,預計2030年將達到3,811.7億美元,預測期內複合年成長率為18.2%。
電池是一種透過化學反應儲存和釋放電能的裝置。它由一個或多個電化學電池組成,每個電池都有一個由電解分隔的正極(陰極)和負極(陽極)。當連接到電路時,電極和電解之間的化學反應會產生電子流,從而產生電力。廣泛應用於電子設備、汽車、可再生能源系統等領域的能源儲存和供電。
根據《抑制通貨膨脹法案》報告,美國鋰離子電池超級工廠的產能成長速度是歐洲的兩倍。
電動車 (EV) 需求不斷成長
在環境問題、政府獎勵和技術進步的推動下,電動車的採用加速,對高容量、高效能電池的需求正在迅速增加。由於其能量密度和可充電性,鋰離子電池對於電動車至關重要,使其成為製造商關注的焦點。電動車產量的增加正在推動電池需求,導致對電池技術和製造能力的投資增加,進一步推動市場成長。
能量密度極限
電池能量密度的限制源自於當前技術(尤其是鋰離子電池)的物理和化學限制。每單位重量或體積可儲存的能量受到電極和電解所用材料的限制。因此,頻繁充電和有限的續航里程會降低用戶滿意度,並減緩關鍵產業對電池供電解決方案的採用。
可攜式電子產品的成長
智慧型手機、筆記型電腦、平板電腦和穿戴式裝置等行動電子設備嚴重依賴高效、緊湊且持久的電池(主要基於鋰離子技術)來為其功能提供動力。隨著消費者對更強大、更耐用的小工具的需求不斷增加,對具有更高能量密度和快速充電功能的先進電池解決方案的需求也在增加。此外,小型化和能源效率的創新進一步推動電池生產,以滿足不斷變化的電子產品需求,推動市場擴張和電池技術創新。
安全問題
熱失控、洩漏、短路等電池安全問題帶來重大火災和爆炸風險。這些問題是由設計不良、製造缺陷或處理不當引起的。這種安全問題可能會導致代價高昂的召回、監管審查和消費者信心下降。因此,保險費的增加、監管的收緊以及消費者和企業對採用電池技術的普遍猶豫正在阻礙市場的成長。
COVID-19 的影響
由於供應鏈中斷、工廠關閉以及電動車 (EV) 和消費性電子產品需求減少,COVID-19 大流行最初擾亂了電池市場。然而,隨著經濟復甦,可再生能源計劃和對電動車的重新關注,對能源儲存的需求激增,市場復甦。這次疫情也加速了向綠色技術的轉變,迫使各國政府優先考慮清潔能源計劃,並在疫情後進一步促進電池生產和創新。
預計在預測期內,二次電池領域將是最大的。
預計二次電池領域將在整個預測期內佔據最大的市場佔有率。與一次性電池不同,二次電池是可以多次充電和使用的能源儲存裝置。它們通常採用鋰離子 (Li-ion)、鎳氫 (NiMH) 和鉛酸技術製造。二次電池因其效率和長期成本效益而廣泛應用於消費性電子產品、電動車(EV)和可再生能源儲存系統。可充電電池具有減少廢棄物並為各種應用提供可靠電力的優點。
預計家用電子電器產業在預測期內的複合年成長率最高。
預計家用電子電器產業在預測期內複合年成長率最高。在家用電子電器中,電池對於為智慧型手機、筆記型電腦、平板電腦和穿戴式裝置等裝置供電至關重要。該電池提供高效的性能和快速充電,增加了用戶的便利性。電池技術的進步,包括容量和安全性的提高,繼續推動該領域的創新,支持對可攜式和可充電電子設備不斷成長的需求。
在電動車(EV)產業不斷擴大、可再生能源計劃以及消費性電子產品需求不斷成長的推動下,亞太電池市場預計將佔據最大佔有率。中國、日本和韓國等主要國家在全球電池生產中佔據主導地位,受益於政府強力的舉措和對清潔能源的投資。該地區也是技術進步的中心,包括鋰離子和固態電池的創新。亞太地區是主要電池製造商的所在地,有助於該地區在供應鏈優勢和市場拓展方面處於領先地位。
在可再生能源儲存需求不斷成長和消費性電子產品進步的推動下,北美電池市場預計將出現最高的複合年成長率。美國和加拿大走在前列,大力投資電動車基礎設施和能源儲存系統。政府促進清潔能源的獎勵和政策進一步支持市場擴張。主要企業正在投資研發以提高電池性能,重點是鋰離子和下一代技術。北美地區也在加強其電池供應鏈,以滿足國內和全球需求。
According to Stratistics MRC, the Global Battery Market is accounted for $139.77 billion in 2024 and is expected to reach $381.17 billion by 2030 growing at a CAGR of 18.2% during the forecast period. A battery is a device that stores and releases electrical energy through chemical reactions. It consists of one or more electrochemical cells, each containing a positive (cathode) and negative (anode) electrode, separated by an electrolyte. When connected to a circuit, chemical reactions between the electrodes and the electrolyte generate a flow of electrons, creating electricity. They are widely used in electronics, vehicles, and renewable energy systems for energy storage and power supply.
According to Inflation Reduction Act report, the U.S.'s anticipated capacity for lithium-ion battery gigafactories has increased by a factor of two faster than that of Europe.
Growing demand for electric vehicles (EVs)
As EV adoption accelerates, fuelled by environmental concerns, government incentives, and advancements in technology, the need for high-capacity, efficient batteries have surged. Lithium-ion batteries, crucial for EVs due to their energy density and rechargeability, have become a focal point for manufacturers. The rise in EV production boosts battery demand, leading to increased investment in battery technologies and manufacturing capabilities, further propelling market growth.
Energy density limitations
Energy density limitations in batteries arise from the physical and chemical constraints of current technologies, particularly in lithium-ion batteries. The amount of energy that can be stored per unit weight or volume is restricted by the materials used for the electrodes and electrolyte. As a result, frequent recharging and limited range reduce user satisfaction, slowing down the widespread adoption of battery-powered solutions in key industries.
Portable electronics growth
Portable electronics, such as smart phones, laptops, tablets, and wearable devices rely heavily on efficient, compact, and long-lasting batteries, primarily lithium-ion technology, to power their functions. As consumer demand for more powerful, longer-lasting gadgets increases, so does the need for advanced battery solutions with higher energy density and faster charging capabilities. Moreover, innovations in miniaturization and energy efficiency further boost battery production to meet evolving electronics requirements, driving market expansion and innovation in battery technologies.
Safety issues
Safety issues in batteries, such as thermal runaway, leakage, and short-circuiting, pose significant risks like fires and explosions. These problems stem from poor design, manufacturing defects, or improper handling. Such safety concerns can lead to costly recalls, regulatory scrutiny, and reduced consumer trust. As a result, the market growth is hampered due to increased insurance costs, stricter regulations, and a general hesitancy from both consumers and businesses to adopt battery technologies.
Covid-19 Impact
The covid-19 pandemic initially disrupted the battery market due to supply chain interruptions, factory shutdowns, and reduced demand for electric vehicles (EVs) and consumer electronics. However, as economies recovered, the market rebounded with a surge in demand for energy storage, driven by renewable energy projects and a renewed focus on EVs. The pandemic also accelerated the shift toward greener technologies, pushing governments to prioritize clean energy initiatives, further boosting battery production and innovation post-pandemic.
The rechargeable batteries segment is expected to be the largest during the forecast period
The rechargeable batteries segment is predicted to secure the largest market share throughout the forecast period. Rechargeable batteries are energy storage devices that can be recharged and used multiple times, unlike single-use batteries. They are commonly made from lithium-ion (Li-ion), nickel-metal hydride (NiMH), or lead-acid technologies. Rechargeable batteries are widely used in consumer electronics, electric vehicles (EVs), and renewable energy storage systems due to their efficiency and cost-effectiveness over time. They offer the advantage of reducing waste and providing a reliable power source for various applications.
The consumer electronics segment is expected to have the highest CAGR during the forecast period
The consumer electronics segment is anticipated to witness the highest CAGR during the forecast period. In consumer electronics, batteries are crucial for powering devices like smart phones, laptops, tablets, and wearable gadgets. They offer efficient performance and quick charging, enhancing user convenience. Advances in battery technology, such as improvements in capacity and safety, continue to drive innovation in this sector, supporting the growing demand for portable and rechargeable electronic devices.
The battery market in the Asia-Pacific region is expected to have largest share, driven by the expanding electric vehicle (EV) industry, renewable energy projects, and the rising demand for consumer electronics. Key countries like China, Japan, and South Korea dominate global battery production, benefiting from strong government initiatives and investments in clean energy. The region is also a hub for technological advancements, with innovations in lithium-ion and solid-state batteries. Asia-Pacific is home to major battery manufacturers, contributing to the region's leadership in both supply chain dominance and market expansion.
The battery market in North America is anticipated to have highest CAGR, fuelled by increasing demand for renewable energy storage, and advancements in consumer electronics. The U.S. and Canada are at the forefront, with significant investments in EV infrastructure and energy storage systems. Government incentives and policies promoting clean energy further boost market expansion. Key players are investing in research and development to enhance battery performance, focusing on lithium-ion and next-generation technologies. North America is also strengthening its battery supply chain to meet domestic and global demand.
Key players in the market
Some of the key players profiled in the Battery Market include Tesla Inc., Panasonic Corporation, LG Energy Solution, Samsung SDI Corporation, CATL (Contemporary Amperex Technology Co. Limited), BYD Company Limited, Johnson Controls International plc, Maxwell Technologies Inc., Sanyo Electric Corporation, VARTA AG, SK Innovation Corporation, Northvolt AB, Renata Batteries, Delectrik Systems, Gotion High-Tech Corporation, Saft Groupe S.A., Envision AESC, Murata Manufacturing Corporation, Boston Power Inc. and EVE Energy Corporation.
In September 2024, Delectrik Systems has launched a multi-MWh scale Vanadium Flow Battery solution aimed at large-scale commercial, industrial, and utility applications. The system's core is a 2 MW/10 MWh battery, which can be scaled for projects exceeding 100 MWh. The first installation is expected in India by mid-2025. The solution is designed to accelerate the shift to renewable energy, providing cost-effective, long-duration energy storage for businesses.
In September 2024, CATL has launched new power batteries with an extra-long lifespan for electric buses, the latest offering from its commercial vehicle battery brand Tectrans. The solution has an IP69 rating and can withstand 72 hours of water immersion.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.