市場調查報告書
商品編碼
1569797
2030 年電池技術市場預測:按類型、最終用戶和地區分類的全球分析Battery Technology Market Forecasts to 2030 - Global Analysis By Type (Lithium-Metal, Nickel Cadmium, Lead Acid and Other Types), End User (Automotive, Electronics, Aerospace & Defense, Consumer Electronics and Other End Users) and By Geography |
根據 Stratistics MRC 的數據,2024 年全球電池技術市場規模為 1,185.2 億美元,預計預測期內複合年成長率為 9.6%,到 2030 年將達到 2,054.3 億美元。
電池技術涉及儲存和釋放電能的設備的設計、開發和應用。它的核心涉及理解和改進電化學過程,以提高能量密度、效率和壽命。鋰硫電池和液流電池等新技術有望進一步發展,有可能改變從家用電器到電動車和可再生能源系統的各種能源儲存。
根據美國環保署的報告,鋰金屬或鋰離子電池已導致 64 家自來水公司發生 254 起火災事故。
電動車需求不斷成長
由於對更高效、耐用且經濟實惠的能源儲存解決方案的需求,對電動車 (EV) 日益成長的需求正在推動電池技術的重大進步。隨著電動車變得越來越流行,製造商和研究人員正在大力投資開發具有更高能量密度、更快充電能力和更長使用壽命的下一代電池。固態電池和改良的鋰離子化學物質等創新有望提高性能和安全性,同時降低成本。這種快速發展不僅增加了電動車的可行性,而且支持了向永續能源來源過渡的更廣泛目標,並對減少溫室氣體排放和石化燃料依賴產生了重大影響。
環境和回收問題
電池技術對於現代電子設備和電動車的動力來源至關重要,但由於環境和回收問題,電池技術面臨重大挑戰。鋰離子、鉛酸和鎳氫電池的製造和處置尤其危險。提取鋰、鈷和鎳等原料需要能源集中採礦過程,這往往會導致棲息地破壞和污染。廢舊電池的處理會帶來環境風險,因為回收不當或在垃圾掩埋場使用可能會將有害物質釋放到土壤和水中。
攜帶式電子設備的使用增加
隨著對更持久、更快充電和更可靠電池的需求不斷增加,製造商正在大力投資研發以滿足這些需求。鋰離子電池等創新技術具有更高的能量密度和更長的生命週期,正在取得進展。此外,固態電池等新技術透過固體固體取代液態電解質,可望提高安全性,甚至提高能源效率。還開發了增強型電池管理系統,以最佳化性能並延長電池壽命。
經濟波動
經濟波動透過創造影響投資和發展的不確定環境,對電池技術產業產生重大影響。在景氣衰退時期,公司經常面臨資金籌措減少和預算緊張的情況,這可能會推遲或取消先進電池技術的研發。因此,創新可能會受到抑制,提高電池性能、降低成本和提高永續性所需的進步可能會被推遲。相反,在經濟繁榮期間,資本流入的增加可能會加速技術進步,但這種收益是不可預測的,並且容易受到隨後經濟波動的影響。
COVID-19 大流行在多個方面對電池技術產生了重大影響。工廠關閉和運輸延誤導致供應鏈中斷,導致電池生產必要的鋰、鈷和鎳等關鍵材料短缺。這些中斷不僅減慢了製造流程,還推高了成本,影響了家用電子電器和電動車 (EV) 市場。此外,疫情也加速了遠端工作的轉變,增加了對可攜式電源的需求,並放大了對可靠、高效電池解決方案的需求。
預計鎳和鎘產業在預測期內將是最大的
由於其強勁的性能特徵和多功能性,鎳鎘細分市場預計將在預測期內成為最大的細分市場。這些電池以其在寬溫度範圍內提供穩定電力的能力以及耐深度放電的能力而聞名,這使得它們特別適合在惡劣條件下需要可靠性能的應用。鎳鎘技術還具有較長的循環壽命,允許電池重複充電和使用而不會顯著損失容量。
預計航太和國防領域在預測期內的複合年成長率最高。
航太和國防部門依靠更高的能量密度、改進的安全性和更高的可靠性來為從衛星和無人駕駛車輛到先進戰鬥系統和太空探勘的各種設備提供動力,由於其重點,預計在預測期內將出現最高的複合年成長率。主要創新包括固態電池,它可以提高能量密度並降低熱失控的風險,以及鋰硫電池和鋰空氣電池的進步,可以減輕重量並延長使用壽命。此外,人們正在努力將這些電池整合到更有效率的電源管理系統中,以提高在惡劣環境下的效能。
預計歐洲地區在預測期內將佔據最大的市場佔有率。歐洲正在加速向風能和太陽能等可再生能源轉型,對先進能源儲存解決方案的需求不斷增加,以管理這些資源的間歇性。因此,對具有更高能量密度、更長壽命週期和更高安全性的高容量鋰離子電池和新興固態電池等尖端電池技術的投資和研究不斷增加。此外,隨著歐洲努力減少碳排放並實現氣候變遷目標,先進的能源儲存系統可以在生產高峰期儲存多餘的可再生能源,並在高需求時期釋放它。
歐洲地區在預測期內可能會出現盈利成長。歐盟綠色交易等嚴格的排放標準和政策正在推動電動車和可再生能源儲存對先進電池解決方案的需求。為了支持這一轉變,歐盟正在引入獎勵,例如研發資金、電池製造補貼以及對投資永續技術的公司的稅收減免。這些措施旨在減少歐洲對進口電池的依賴,鼓勵創新並為最尖端科技創造一個有競爭力的市場。此外,強制使用回收材料和減少環境影響的法規正在促進行業內的永續實踐。
According to Stratistics MRC, the Global Battery Technology Market is accounted for $118.52 billion in 2024 and is expected to reach $205.43 billion by 2030 growing at a CAGR of 9.6% during the forecast period. Battery technology encompasses the design, development, and application of devices that store and release electrical energy. At its core, it involves understanding and improving electrochemical processes to enhance energy density, efficiency, and longevity. Emerging technologies, such as lithium-sulfur and flow batteries, promise even greater advancements, potentially transforming energy storage for everything from consumer electronics to electric vehicles and renewable energy systems.
According to Environmental Protection Agency Report, there have been 254 fire incidents at 64 water facilities due to lithium metal or lithium-ion batteries.
Growing demand for electric vehicles
The growing demand for electric vehicles (EVs) is significantly advancing battery technology, driven by the need for more efficient, durable, and affordable energy storage solutions. As EV adoption increases, manufacturers and researchers are investing heavily in developing next-generation batteries with higher energy densities, faster charging capabilities, and longer lifespans. Innovations such as solid-state batteries and improved lithium-ion chemistries promise to enhance performance and safety while reducing costs. This rapid evolution not only boosts the viability of electric vehicles but also supports the broader goal of transitioning to sustainable energy sources, making a substantial impact on reducing greenhouse gas emissions and fossil fuel dependence.
Environmental and recycling issues
Battery technology, crucial for powering modern electronics and electric vehicles, faces significant challenges due to environmental and recycling issues. The production and disposal of batteries, particularly those with lithium-ion, lead-acid, and nickel-metal hydride chemistries, can be harmful. Extracting raw materials like lithium, cobalt, and nickel involves energy-intensive mining processes that often lead to habitat destruction and pollution. The disposal of used batteries poses environmental risks, as improper recycling or landfill use can release toxic substances into the soil and water.
Increasing use of portable electronic devices
As demand for longer-lasting, faster-charging, and more reliable batteries intensifies, manufacturers are investing heavily in research and development to meet these needs. Innovations such as lithium-ion batteries, which offer higher energy density and longer life cycles, are becoming more prevalent. Additionally, emerging technologies like solid-state batteries promise enhanced safety and even greater energy efficiency by replacing the liquid electrolyte with a solid one. Enhanced battery management systems are also being developed to optimize performance and extend battery life.
Economic fluctuations
Economic fluctuations significantly impact the battery technology sector by creating an environment of uncertainty that affects investment and development. During periods of economic downturn, companies often face reduced funding and tighter budgets, which can delay or halt research and development efforts for advanced battery technologies. This can stifle innovation and slow the progress necessary to improve battery performance, reduce costs, and enhance sustainability. Conversely, during economic upswings, increased capital flow can accelerate technological advancements, but such gains are unpredictable and vulnerable to subsequent economic shifts.
The COVID-19 pandemic significantly impacted battery technology across multiple dimensions. Supply chain disruptions, stemming from factory shutdowns and transportation delays, led to shortages of key materials like lithium, cobalt, and nickel, essential for battery production. These interruptions not only slowed down the manufacturing process but also drove up costs, affecting both consumer electronics and electric vehicle (EV) markets. Additionally, the pandemic accelerated the shift towards remote work and increased demand for portable power sources, amplifying the need for reliable and efficient battery solutions.
The Nickel Cadmium segment is expected to be the largest during the forecast period
Nickel Cadmium segment is expected to be the largest during the forecast period due to their robust performance characteristics and versatility. These batteries are renowned for their ability to deliver consistent power across a wide temperature range and their resilience to deep discharges, which makes them particularly suitable for applications requiring reliable performance in challenging conditions. The NiCd technology also features a high cycle life, meaning the batteries can be recharged and used repeatedly without significant loss of capacity.
The Aerospace & Defense segment is expected to have the highest CAGR during the forecast period
Aerospace & Defense segment is expected to have the highest CAGR during the forecast period as it focuses on developing batteries with higher energy densities, improved safety profiles, and greater reliability to power everything from satellites and drones to advanced combat systems and space exploration vehicles. Key innovations include the use of solid-state batteries, which offer increased energy density and reduced risk of thermal runaway, and advancements in lithium-sulfur and lithium-air batteries that promise lighter weight and longer life. Additionally, efforts are being directed towards integrating these batteries into more efficient power management systems and enhancing their performance in extreme environments.
Europe region is estimated to hold the largest share of the market over the projected period. As Europe accelerates its transition to renewable sources like wind and solar, there is a growing demand for advanced energy storage solutions to manage the intermittent nature of these resources. This has spurred investment and research into cutting-edge battery technologies, such as high-capacity lithium-ion batteries and emerging solid-state batteries, which offer greater energy density, longer life cycles, and improved safety. Moreover, Europe's commitment to reducing carbon emissions and achieving climate targets has led to the development of sophisticated energy storage systems that can store excess renewable energy during peak production times and release it during periods of high demand.
Europe region is poised to witness profitable growth during the extrapolated period. Policies such as stringent emissions standards and the European Union's Green Deal are driving demand for advanced battery solutions in electric vehicles and renewable energy storage. To support this shift, the EU has introduced incentives like funding for research and development, subsidies for battery manufacturing, and tax breaks for companies investing in sustainable technologies. These measures aim to reduce Europe's reliance on imported batteries, foster innovation, and create a competitive market for cutting-edge technologies. Additionally, regulations that mandate the use of recycled materials and the reduction of environmental impact are promoting sustainable practices within the industry.
Key players in the market
Some of the key players in Battery Technology market include BMW AG, BYD Company Ltd, Exide Technologies, Ford Motor Company, Hitachi Ltd, Honda Motor Co., Ltd, Nissan Motor Corporation, Samsung SDI Co., Ltd and Toyota Motor Corporation.
In November 2023, GE Vernova and Our Next Energy Inc. (ONE) signed a term sheet to collaborate towards advancing battery energy storage solutions in the U.S., using locally manufactured batteries. This collaboration covers the supply of the U.S.-made lithium iron phosphate battery modules and cells by ONE for GE Vernova's solar & storage solutions business projects in the U.S.
In April 2022, Offgrid Energy Laboratories, a leading battery technology manufacturer, announced the launch of its unique zinc gel battery technology to supply the Indian EV battery conversion industry in partnership with transportation partners plans to develop solutions for vehicles powered by low-energy electric vehicles such as two- or three-wheelers.