市場調查報告書
商品編碼
1569768
到 2030 年第二次電動車電池市場預測:按電池類型、電池容量、車輛類型、應用、最終用戶和地區進行的全球分析Second-Life EV Batteries Market Forecasts to 2030 - Global Analysis By Battery Type (Lithium-ion, Lead Acid, Sodium-ion, Nickel and Other Battery Types), Battery Capacity, Vehicle Type, Application, End User and by Geography |
根據 Stratistics MRC 的數據,2024 年全球電動車二次電池市值為 7.4881 億美元,預計到 2030 年將達到 64.5695 億美元,預計在預測期內複合年成長率為 43.2%。
第二次生命電動車電池用於在電動車電池的使用壽命結束時重新利用其用途。這些電池可能無法提供與汽車一樣多的電力,但它們仍然具有很大的容量,通常是其初始效率的 70% 到 80%。這些電池可以幫助儲存可再生能源、穩定電力系統並提供備用電源。它通常用於家庭和企業的能源儲存系統。此外,二次生命應用透過延長電動車電池的壽命並最大限度地減少與電池生產和處置相關的廢棄物和環境影響來幫助解決永續性。
根據國際能源總署(IEA)預測,2023年全球電池回收能力將達300吉瓦時。如果所有宣布的計劃都取得成果,到2030年,全球電池回收能力將超過1,500吉瓦時,其中70%將在中國。
能源儲存產品需求不斷成長
整合可再生能源和穩定電網的需求正在推動對能源儲存解決方案的需求。太陽能和風力發電由於其間歇性而變得越來越受歡迎。需要高效率的儲能解決方案來確保可靠性。將廢棄電動車電池重新用於電網存儲,可儲存高峰生產期間產生的多餘能源,並在需求激增時釋放,有助於平衡供需。此外,這些電池還可用於住宅能源儲存系統,透過允許住宅儲存太陽能以供尖峰時段或斷電期間使用,從而提高能源獨立性。
劣化和性能變化
第二次使用的電動車電池的容量和劣化率可能會根據先前的使用情況而有很大差異,這會影響性能。當電池被重新用於新用途時,暴露在不同溫度、充電週期和使用模式的電池可能無法保持一致的效能。這種不一致使得設計使用這些電池的能源儲存系統(ESS)變得更加困難,需要複雜的演算法來管理和最大限度地提高不同電池條件下的效能。
策略聯盟和工作小組
許多公司正在進行策略合作,探索廢棄電動車電池的潛力。汽車製造商、能源供應商和科技公司正在合作創建整合解決方案,以有效利用回收電池。例如,本田歐洲公司和一家廢棄物處理公司正在合作評估電動車電池用於能源儲存應用的可行性。此外,這些夥伴關係不僅改善了研發活動,還促進了產業參與者共用知識和匯集資源。
缺乏標準化
電動車電池的設計、化學和性能特徵可能因製造商、型號和電池類型的不同而有很大差異。缺乏標準化使得很難設計能夠有效使用不同電池類型的標準化系統,使電池重複利用變得困難。如果沒有一致性,回收廢棄電池的公司可能很難開發可擴展的解決方案來保證不同電池類型的可靠性和性能。此外,不同類型的電池可能需要單獨的修復程序,這可能會因缺乏標準化而導致成本增加。
由於供應鏈中斷和新車需求減少,COVID-19 大流行對二次電動車 (EV) 電池市場產生了重大影響。這也影響了廢棄電池的再利用。在疫情初期,特別是2020年第一季,中國等主要市場的電動車月銷量下降了39%。因此,新型電動車電池的產量有所下降。這種下降導致市場引入用於二次利用的廢棄電池的減少。此外,疫情也造成整個電動車電池供應鏈的延誤和中斷,減慢了生產和交付程序。
鋰離子電池預計將在預測期內成為最大的細分市場
二手電動車電池市場以鋰離子電池領域為主。鋰離子電池的優點主要在於其在電動車中的廣泛應用,其高能量密度、長壽命和效率使其成為標準電池技術。即使在電動車中使用 9 至 12 年後,鋰離子電池仍能保留約 60% 的容量,使其適合住宅和商業能源儲存系統等二次應用。此外,重複使用這些電池不僅可以延長其使用壽命,而且還為新的能源儲存電池選擇提供了經濟實惠的替代方案。
預計 100 千瓦時以下細分市場在預測期內複合年成長率最高
在二次壽命電動車電池市場中,預計100千瓦時以下細分市場將以最高複合年成長率成長。這種擴張是由小型商業和住宅應用中對高效、緊湊的能源儲存解決方案日益成長的需求所推動的。此容量範圍的電池特別適合家庭能源儲存系統,因為它們可以儲存來自太陽能再生能源來源的能量以供以後使用。這提高了能源獨立性並減少了公用事業費用。此外,隨著電池容量較小的電動車進入市場,用於二次利用的退役電池的可用性不斷增加,推動了該市場的成長。
二手電動車 (EV) 電池市場由亞太地區主導。這項優勢很大程度上得益於中國、日本、印度等國家電動車產業的爆炸性成長。這些國家在電池製造方面有大量投資,電動車普及率很高。中國雄心勃勃的電動車普及率目標是到 2025 年使新車銷量的 50% 為電動車,隨著越來越多的汽車達到使用壽命,對廢棄電池的需求將增加。此外,該地區對再生能源來源和永續性的關注使得將舊電池回收到能源儲存設備變得容易。
預計在預測期內,二手電動車(EV)電池市場將以歐洲地區最高的複合年成長率成長。許多因素推動了這一成長,包括政府和汽車製造商積極努力利用廢棄電動汽車電池開發永續能源儲存系統。回收二次電池符合歐洲國家日益關注減少碳排放和推廣再生能源來源的趨勢。此外,該地區對鼓勵材料重複利用的循環經濟原則的承諾使得二次電池解決方案更具吸引力。
According to Stratistics MRC, the Global Second-Life EV Batteries Market is accounted for $748.81 million in 2024 and is expected to reach $6456.95 million by 2030 growing at a CAGR of 43.2% during the forecast period. Second-life EV batteries are used in other applications for electric vehicle batteries that have reached the end of their useful life in vehicles. Even though these batteries might not be able to power cars to the same extent, they still have a significant capacity-typically between 70 and 80 percent of their initial efficiency. These batteries help with the storage of renewable energy, the stabilization of power systems, and the provision of backup power. They are typically utilized in energy storage systems for homes or businesses. Moreover, second-life applications help with sustainability initiatives by extending the life of electric vehicle batteries and minimizing waste and the environmental impact of battery production and disposal.
According to the International Energy Agency (IEA), global battery recycling capacity reached 300 gigawatt-hours in 2023. If all announced projects materialize, global battery recycling capacity could exceed 1,500 gigawatt-hours in 2030, of which 70% would be in China.
Growing need for energy storage products
The need to integrate renewable energy sources and stabilize power grids is driving an increasing demand for energy storage solutions. Due to their intermittent nature, solar and wind energy are becoming more and more common. To ensure reliability, efficient storage solutions are therefore required. Reusing used electric vehicle batteries for grid storage can help maintain supply and demand equilibrium by storing excess energy produced during peak production periods and releasing it during times of high demand. Additionally, these batteries can also be utilized in residential energy storage systems, which increase energy independence by enabling homeowners to store solar energy for use during peak hours or blackouts.
Deterioration and variability in performance
The capacity and degradation rates of second-life EV batteries can vary significantly due to their prior use, which affects how well they perform. When repurposed for new applications, batteries that have been exposed to varying temperatures, charging cycles, and usage patterns might not function consistently. Because of this inconsistency, the design of energy storage systems (ESS) that use these batteries is made more difficult because complex algorithms are needed to manage and maximize performance under a variety of battery conditions.
Strategic alliances and working groups
A lot of businesses are collaborating strategically to investigate the possibilities of used electric vehicle batteries. Manufacturers of automobiles, energy providers, and tech companies are working together to create integrated solutions that make efficient use of repurposed batteries. For instance, Honda Europe and waste management firms have partnered to evaluate the viability of EV batteries for energy storage applications. Furthermore, these partnerships not only improve R&D activities but also make it easier for industry participants to share knowledge and pool resources.
Lack of standardization
The design, chemistry, and performance characteristics of electric vehicle batteries can differ substantially based on the manufacturer, model, and type of battery. The absence of standardization makes it difficult to design standardized systems that can effectively use various battery types, which makes repurposing batteries challenging. Without consistency, businesses that reuse used batteries could have trouble developing scalable solutions that guarantee dependability and performance across a range of battery types. Moreover, costs may rise as a result of this lack of standardization because various battery types might need distinct refurbishment procedures.
Due to supply chain disruptions and a decline in demand for new cars, the COVID-19 pandemic has had a substantial effect on the market for second-life electric vehicle (EV) batteries. This has also affected the availability of used batteries for reuse. The early phases of the pandemic saw a 39% decline in monthly EV sales in important markets like China, especially in the first quarter of 2020. This resulted in a decrease in the production of new EV batteries. As a result of this decline, fewer used batteries for second-life applications were introduced to the market. Furthermore, the pandemic slowed down production and delivery procedures by causing delays and disruptions throughout the whole EV battery supply chain.
The Lithium-ion segment is expected to be the largest during the forecast period
The market for used electric vehicle batteries is dominated by the lithium-ion battery segment. Their dominance stems mainly from their extensive use in electric vehicles, where their high energy density, extended lifespan, and efficiency have made them the standard battery technology. Lithium-ion batteries are usually good for secondary applications like home and commercial energy storage systems since they retain roughly 60% of their capacity after 9 to 12 years of initial use in EVs. Moreover, reusing these batteries not only increases their lifespan but also offers an affordable alternative to new battery options for energy storage.
The <100 kWh segment is expected to have the highest CAGR during the forecast period
In the market for second-life EV batteries, the <100 kWh segment is projected to grow at the highest CAGR. This expansion is explained by the rising need in small-scale commercial and residential applications for energy storage solutions that are both efficient and compact. With home energy storage systems, batteries in this capacity range are especially well-suited because they can store energy from renewable sources, such as solar panels, for later use. This increases energy independence and lowers utility costs. Additionally, propelling growth in this market will be the increased availability of retired batteries for second-life applications as more electric vehicles with lower battery capacities hit the market.
The market for used electric vehicle (EV) batteries is dominated by the Asia Pacific region. This dominance is mostly due to the electric vehicle industry's explosive rise in nations like China, Japan, and India, where there are large investments in battery manufacturing and a high penetration rate for EVs. China's ambitious EV adoption targets, which call for 50% of new car sales to be electric by 2025, will increase demand for used batteries as more cars approach the end of their useful lives. Furthermore, the region's focus on renewable energy sources and sustainability has made it easier to recycle old batteries into energy storage devices.
The market for used electric vehicle (EV) batteries is expected to grow at the highest CAGR during the forecast period in the Europe region. A number of factors, including aggressive government and automaker initiatives to develop sustainable energy storage systems from used electric vehicle batteries, are driving this growth. Second-life battery recycling is in line with European nations' growing emphasis on cutting carbon emissions and advancing renewable energy sources. Moreover, second-life battery solutions are even more appealing because of the region's dedication to circular economy principles, which promote material reuse.
Key players in the market
Some of the key players in Second-Life EV Batteries market include Enel X S.r.l., Fortum, BMW, Mitsubishi Motors Corporation, Hyundai Motor Company, Beijing Electric Vehicle, Nissan Motors Corporation, Renault Group, BELECTRIC, Mercedes-Benz Group AG, RWE, BeePlanet Factory SL, Rivian Automotive, Inc., Proterra, Inc. and Morris Garages (MG).
In September 2024, Hyundai Motor Company and General Motors have signed an agreement to explore future collaboration across key strategic areas. GM and Hyundai will look for ways to leverage their complementary scale and strengths to reduce costs and bring a wider range of vehicles and technologies to customers faster.
In April 2024, Mitsubishi Motors Corporation have agreed to conclude a joint venture agreement with Security Bank Corporation, a financial institution in the Philippines, to establish Mitsubishi Motors Finance Philippines Inc. that offers financing services to Mitsubishi Motors' customers in the country.
In March 2024, Nissan Motor Co. and Honda Motor Co. have signed an agreement to cooperate in the development of electric vehicles (EV) in a bid to match other Japanese automakers that have formed similar partnerships. Nissan President Makoto Uchida and Honda President Toshihiro Mibe held a joint news conference on March 15 to announce the signing of the agreement.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.