市場調查報告書
商品編碼
1569758
2030 年電池外殼市場預測:按材料類型、電池類型、車輛類型、最終用戶和地區進行的全球分析Battery Housing Market Forecasts to 2030 - Global Analysis By Material Type, Battery Type, Vehicle Type, End User and by Geography |
根據Stratistics MRC預測,2024年全球電池外殼市場規模將達59.5億美元,預計2030年將達到168.1億美元,預測期內複合年成長率為18.89%。
電池外殼在能源儲存系統中至關重要,特別是對於電動車 (EV) 和可再生能源應用。它充當外殼,包圍並保護電池單元免受外部衝擊、環境因素和熱波動的影響,以確保安全可靠的運作。電池外殼由鋼、鋁或複合材料製成,旨在實現輕量化,同時不犧牲結構完整性或溫度控管能力。
根據國際能源總署(IEA) 預測,與2023 年相比,到2035 年,在既定政策情境下電池需求將成長7 倍,在已宣布承諾情境下成長9 倍,在2050 年淨零排放情境下成長12 倍。
人們對電動車 (EV) 的興趣與日俱增
推動電池外殼市場的關鍵因素之一是電動車在全球的普及率不斷提高。隨著世界各國政府制定積極的電動車採用目標並為電動車採用提供獎勵,汽車製造商正在增加對新車型和技術的投資。此外,保護電動車電池免受外部衝擊、溫度變化和環境因素的電池外殼對於維持這些電池的安全性、有效性和性能至關重要。隨著跑車和商用車等高性能電動車 (EV) 的日益普及,人們正在開發電池外殼的創意設計,以滿足嚴格的碰撞安全法規、改善溫度控管並容納更大的電池組。
高製造製程及先進材料成本
由於使用碳纖維、鋁和高性能複合材料等先進材料,電池外殼的製造成本顯著增加。選擇這些材料是因為它們強度大、重量輕、具有調節熱量的能力,但它們的採購和加工成本很高。高成本是製造商面臨的主要障礙,尤其是在消費性電子產品和入門級電動車等價格敏感市場。此外,對於小型製造商和利潤率低的製造商來說,採用這些尖端材料很困難,這使他們無法與有能力投資最尖端科技的大公司競爭。
製造技術和材料科學的發展
隨著材料科學和製造技術的進步,有許多機會創造新的、更好的電池外殼。例如,石墨烯、奈米碳管和高強度聚合物等先進材料可用於製造耐衝擊且輕質的外殼,同時提供出色的溫度控管。這些材料還可以實現更有效率、更緊湊的設計,並且可以提高電池組的能量密度。此外,自動化製造程序和積層製造(3D列印)技術的發展還可以最大限度地減少廢棄物,降低製造成本,並加快新電池外殼設計的原型設計。
強大的價格壓力和市場競爭
電池外殼市場有許多競爭對手,從大型知名跨國公司到小型利基製造商。因此,競爭環境非常激烈。公司努力提供最實惠的解決方案以增加市場佔有率,這通常會導致定價壓力。大公司可能會發現很難與小公司競爭,因為它們規模較大,並且能夠獲得更多的行銷、研發和研究財務資源。此外,來自競爭對手的新進入者,尤其是來自低成本地區的新進入者,可以壓低價格並降低所有參與者的利潤率。
電池外殼市場受到 COVID-19 大流行的嚴重影響,導致生產和交付延遲並擾亂國際供應鏈。停工和限制措施降低了製造能力並迫使工廠關閉,而供應鏈中斷導致原料短缺和成本增加。此外,疫情加速了消費行為的變化,也因投資延遲和經濟活動減少而為汽車和工業應用帶來了障礙。一方面,對個人電子產品和家庭能源解決方案的需求增加推動了某些產業的成長。
預計鉛酸電池產業在預測期內將是最大的。
電池外殼市場預計將由鉛酸電池領域主導。鉛酸電池因其可靠性、經濟性和成熟的技術而廣泛應用於眾多工業、汽車和備用電源系統應用。在穩健性和成本比重量和能量密度更重要的應用中,它是特別優選的。此外,鉛酸電池外殼必須能夠承受機械應力和水分等環境因素,同時支援與更現代的技術相比尺寸和重量相對較大的電池。
電動車 (EV) 領域預計在預測期內複合年成長率最高
在電池外殼市場中,電動車(EV)領域預計將以最高的複合年成長率成長。消費者對環保交通的需求不斷成長、電池技術的改進以及支持清潔能源解決方案的政府政策是電動車領域快速成長的主要驅動力。隨著汽車製造商大力投資創建和發展其電動車產品線,確保安全、效率和性能的現代電池外殼變得越來越重要。此外,這些外殼必須能夠容納高能量密度電池,提供有效的溫度控管,並遵守嚴格的安全法規。
最大的電池外殼市場在北美。該地區擁有蓬勃發展的汽車工業、對可再生能源的大力投資以及對技術創新的重視。在北美,由於鉛酸電池在傳統汽車和工業應用中的廣泛使用,以及需要先進電池外殼解決方案的電動車的爆炸性成長,電池外殼的需求不斷成長。此外,由於政府的激勵措施和支持清潔能源和電動車的獎勵,該地區的市場正在成長,鞏固了北美作為全球電池外殼市場主要參與者的地位。
預計電池外殼市場的複合年成長率將是歐洲地區最高的。該地區對電動車和可再生能源計劃的大量投資是對環境永續性和氣候目標的堅定承諾的結果,這將推動該地區的成長。歐洲嚴格的排放氣體和能源效率法規推動了對尖端電池技術和外殼解決方案的需求。此外,政府對能源儲存系統和環保交通的補貼和激勵措施進一步刺激了市場,使歐洲成為電池外殼產業的關鍵參與者,並具有巨大的成長潛力。
According to Stratistics MRC, the Global Battery Housing Market is accounted for $5.95 billion in 2024 and is expected to reach $16.81 billion by 2030 growing at a CAGR of 18.89% during the forecast period. In energy storage systems, battery housing is essential, especially for electric vehicles (EVs) and renewable energy applications. In order to ensure safe and dependable operation, it acts as the protective casing that encloses and shields the battery cells from external impacts, environmental factors, and thermal fluctuations. Battery housings are made of steel, aluminum, or composite materials and are intended to be lightweight without sacrificing structural integrity or thermal management capabilities.
According to the International Energy Agency (IEA), battery demand is projected to grow seven times by 2035 compared with 2023 in the Stated Policies scenario, nine times in the Announced Pledges scenario, and 12 times in the Net Zero Emissions scenario by 2050 scenario.
Growing interest in electric cars (EVs)
One of the main factors propelling the market for battery housing is the increase in the use of electric vehicles worldwide. Automakers are investing more in new models and technologies as a result of governments around the world establishing aggressive targets for EV penetration and offering incentives for EV adoption. Additionally, by shielding EV batteries from outside impacts, temperature changes, and environmental factors, battery housings are essential to maintaining the safety, effectiveness, and performance of these batteries. With the increasing popularity of high-performance electric vehicles (EVs), like sports cars and commercial vehicles, creative designs for battery housing are needed to meet strict crash safety regulations, improve thermal management, and accommodate larger battery packs.
High manufacturing process and advanced material costs
The cost of manufacturing battery housing is greatly increased by the use of sophisticated materials like carbon fiber, aluminum, and high-performance composites. These materials are chosen because they are strong, lightweight, and have the ability to regulate heat; however, their procurement and processing costs are high. A significant obstacle for manufacturers is the high costs, particularly in price-sensitive markets like consumer electronics and entry-level electric vehicles. Furthermore, adopting these cutting-edge materials may prove challenging for small-scale manufacturers or those with narrow profit margins, which will hinder their capacity to compete with larger firms that can afford to invest in state-of-the-art technology.
Developments in manufacturing technologies and material science
There are numerous opportunities to create new and better battery housings owing to advancements in material science and manufacturing technologies. Advanced materials such as graphene, carbon nanotubes, and high-strength polymers, for example, can be used to create housings that are impact-resistant and lightweight while still providing excellent thermal management. These materials also enable more efficient and compact designs, which can increase the energy density of battery packs. Moreover, technological developments in automated manufacturing procedures and additive manufacturing (3D printing) can also minimize waste, lower production costs, and speed up the prototyping of new battery housing designs.
Strong price pressure and market competition
There are many competitors in the battery housing market, ranging from large, well-known multinational companies to smaller, niche producers. This creates a highly competitive environment. Companies strive to provide the most affordable solutions in order to increase their market share, which frequently results in price pressure. Given their larger size and access to greater financial resources for marketing, R&D, and research, larger companies may find it difficult to compete with smaller ones. Furthermore, driving down prices and decreasing profit margins for all players can come from the entry of new competitors, particularly those from low-cost areas.
The market for battery housing was significantly impacted by the COVID-19 pandemic, which also caused delays in production and delivery and upset international supply chains. Lockdowns and restrictions caused manufacturing capacities to be reduced and factories to close, while disruptions in the supply chain led to a shortage of raw materials and higher costs. Moreover, along with accelerating changes in consumer behaviour, the pandemic also created obstacles for automotive and industrial applications due to delayed investments and decreased economic activity. On the one hand, the increased demand for personal electronics and home energy solutions drove growth in certain segments.
The Lead-Acid Batteries segment is expected to be the largest during the forecast period
The market for battery housing is expected to be dominated by the lead-acid battery segment. Lead-acid batteries are extensively utilized in numerous applications, such as industrial, automotive, and backup power systems, because of their dependable, affordable, and well-established technology. They are especially preferred in applications where robustness and cost are more important than weight and energy density. Additionally, lead-acid battery housings must be able to withstand mechanical stress and environmental elements like moisture, all the while supporting the comparatively larger size and weight of the battery in comparison to more modern technologies.
The Electric Vehicles (EVs) segment is expected to have the highest CAGR during the forecast period
In the battery housing market, the electric vehicles (EVs) segment is expected to grow at the highest CAGR. The increasing demand from consumers for environmentally friendly transportation, improvements in battery technology, and government policies that support cleaner energy solutions are the main drivers of the EV segment's rapid growth. Modern battery housings that guarantee safety, efficiency, and performance are becoming increasingly important as automakers make significant investments in creating and growing their line-up of electric vehicles. Furthermore, these housings need to be able to hold batteries with a high energy density, provide efficient heat management, and adhere to strict safety regulations.
The market for battery housing is largest in the North American region, as the area is fortunate to have a thriving automotive sector, substantial investments in renewable energy initiatives, and a strong emphasis on technological innovation. Due to the widespread use of lead-acid batteries in conventional automotive and industrial applications as well as the industry's explosive growth in electric vehicles, which necessitates sophisticated battery housing solutions, North America has a robust demand for battery housings. Moreover, the region's market is growing owing to encouraging government policies and incentives that support clean energy and electric mobility, solidifying North America's position as a major player in the global battery housing market.
The battery housing market is expected to grow at the highest CAGR in the Europe region. The region's significant investments in electric cars and renewable energy projects are a result of its strong commitment to environmental sustainability and climate goals, which is fueling its growth. The need for cutting-edge battery technologies and housing solutions is driven by Europe's strict emission and energy efficiency regulations. Additionally, the market is further stimulated by government subsidies and incentives for energy storage systems and environmentally friendly transportation, positioning Europe as a major player with significant room to grow in the battery housing industry.
Key players in the market
Some of the key players in Battery Housing market include Magna International Inc., Hitachi Chemical Co., Ltd., BYD Company Limited, Minth Group, Panasonic Corporation, Constellium SE, Novelis, Inc., SGL Carbon SE, Gestamp Automocion, S.A., Impression Technologies, Thyssenkrupp AG, Covestro AG, SABIC (Saudi Basic Industries Corporation), LG Chem Ltd. and DSM Engineering Materials.
In August 2024, Magna and SKH collaborate to enhance body and chassis operations in India. A strategic agreement between Magna International Inc. and Krishna Group's Metals Division, SKH, has resulted in the creation of SKH M, a new company dedicated to body and chassis operations in India.
In July 2024, Panasonic Corporation announced that its Cold Chain Solutions Company has entered into an agreement with Cooling Solutions S.L. to purchase all the shares of its subsidiary Area Cooling Solutions Sp. z o.o. , a Polish refrigeration equipment manufacturer.
In February 2024, Chinese electric vehicle giant BYD Co. Ltd. has signed a preliminary land purchase agreement to build its first European electric passenger car plant in Szeged, Hungary. BYD didn't disclose how much it would be spending on the new plant. The Chinese firm has operated an electric bus plant in Hungary since 2016 and has said it invested 20 million euro ($21.7 million) to build the bus factory.