市場調查報告書
商品編碼
1569829
2030年汽車電池市場預測:按電池類型、材料類型、車輛類型、電池容量、應用、銷售管道和地區進行的全球分析Automotive Battery Market Forecasts to 2030 - Global Analysis By Battery Type, Material Type, Vehicle Type, Battery Capacity, Application, Sales Channel and By Geography |
根據Stratistics MRC預測,2024年全球汽車電池市場規模將達到713億美元,預計2030年將達到1,119億美元,預測期內複合年成長率為7.8%。
汽車電池是一種可充電電源,為汽車提供電能,主要用於啟動引擎並為車燈、娛樂系統和感測器等電氣部件供電。它們通常由鉛酸或鋰離子電池組成,透過將儲存的化學能轉化為電能來工作。在電動車(EV)和混合動力汽車中,汽車電池也扮演著驅動馬達的角色。它在車輛性能和能源效率方面發揮著重要作用。
根據國際能源總署(IEA)《2024年全球電動車展望》,到2023年,美國的電池需求將達到約100GWh,而歐洲為185GWh,中國為415GWh。
電動車的擴張
電動車的日益普及是汽車電池市場的關鍵驅動力。隨著全球環境問題的日益嚴重以及各國政府實施更嚴格的排放法規,消費者正在轉向電動車。這一趨勢正在推動對高性能汽車電池,尤其是鋰離子電池的需求。由於電動車銷量的快速成長,全球汽車鋰離子電池需求將從2021年的330GWh成長65%至2022年的550GWh,可見電動車普及率對市場影響的巨大程度。
原料短缺
鋰、鈷和鎳等關鍵原料的供應有限和價格波動可能會影響電池生產和成本。這些短缺可能導致供應鏈中斷和製造成本增加,從而減緩市場成長。此外,地緣政治緊張局勢和貿易限制可能進一步加劇原料供應問題,為電池製造商滿足汽車電池日益成長的需求帶來挑戰。
混合動力汽車的需求不斷成長
混合動力汽車結合了內燃機和電力推進系統,需要先進的電池技術來最佳化性能和燃油經濟性。隨著消費者尋求更環保的交通途徑而不是純電動車,對混合動力汽車的需求正在增加。這一趨勢為電池製造商創造了機會,開發和供應專門針對混合動力傳動系統獨特要求的專用電池。
監理不確定性
監管不確定性對汽車電池市場構成威脅。政府政策、排放標準和電動車獎勵計畫的變化會對市場動態產生重大影響。各地區不一致或不可預測的法規可能會給電池製造商在產品開拓、合規性和市場策略方面帶來挑戰。此外,政府對特定電池技術或電動車計劃的支持趨勢的變化可能會擾亂現有的市場趨勢和投資計劃,給行業相關人員帶來不確定性。
COVID-19 大流行最初擾亂了汽車電池市場,導致供應鏈問題和汽車產量下降。但作為其經濟復甦計畫的一部分,它已加速向電動車的轉變。這次疫情凸顯了永續交通的重要性,最終提振了汽車電池市場,尤其是電動車領域的長期成長前景。
電力推進領域預計將在預測期內成為最大的領域
預計電力推進領域將在預測期內佔據市場佔有率。這項優勢得益於電動車市場的快速成長,需要高性能電池。人們對減少碳排放的興趣日益濃厚,加上政府對電動車採取的獎勵,正在推動對電力推進系統的需求。此外,電池技術(特別是鋰離子電池)的進步正在改善電動車的性能和續航里程,進一步鞏固了該領域的市場領導地位。
電動汽車產業預計在預測期內複合年成長率最高
預計電動車領域在預測期內將以最高的複合年成長率成長。這種快速成長的推動因素包括環境意識的增強、促進零排放汽車的政府法規以及電池技術的進步。鋰離子電池價格的下降和充電基礎設施的擴大使得電動車更容易被消費者接受。此外,主要汽車製造商正在大力投資電動車開拓,進一步加速市場成長。
預計亞太地區在預測期內將佔據最大的市場佔有率。這一優勢很大程度上得益於中國龐大的電動車市場以及全部區域政府的支持性政策。日本、韓國和印度等國家也迅速擴大電動車的生產和採用。亞太地區人口密度高、都市化高以及環保意識不斷增強,推動了對電動車和汽車電池的強勁需求。公共和私營部門對電池製造和電動車基礎設施的大量投資進一步鞏固了該地區的市場主導地位。
預計亞太地區在預測期內將實現最高的複合年成長率。這種快速成長的推動因素包括政府對電動車採用的積極目標、對電池技術的大量投資以及該地區主要汽車和電池製造商的存在。中國等國家有著擴大電動車市場的雄心勃勃的目標,印度和東南亞國家等新興經濟體正在加強交通電氣化的力度。該地區快速的技術進步和日益成長的都市化預計將推動汽車電池市場的持續高速成長。
According to Stratistics MRC, the Global Automotive Battery Market is accounted for $71.3 billion in 2024 and is expected to reach $111.9 billion by 2030 growing at a CAGR of 7.8% during the forecast period. An automotive battery is a rechargeable power source that supplies electrical energy to a vehicle, primarily to start the engine and power electrical components such as lights, entertainment systems, and sensors. It typically consists of lead-acid or lithium-ion cells and functions by converting stored chemical energy into electrical energy. In electric vehicles (EVs) and hybrids, automotive batteries are also responsible for driving the electric motor. They play a crucial role in vehicle performance and energy efficiency.
According to the International Energy Agency's (IEA) Global EV Outlook 2024, in 2023, battery demand in the United States reached around 100 GWh, compared to 185 GWh in Europe and 415 GWh in China.
Increasing adoption of electric vehicles
The increasing adoption of electric vehicles is a major driver for the automotive battery market. As global environmental concerns grow and governments implement stricter emission regulations, consumers are shifting towards electric vehicles. This trend is fueling demand for high-performance automotive batteries, particularly lithium-ion batteries. The exponential rise in EV sales, with global demand for automotive Li-ion batteries increasing by 65% from 330 GWh in 2021 to 550 GWh in 2022, demonstrates the significant impact of EV adoption on the market.
Raw material shortages
The limited availability and fluctuating prices of key materials such as lithium, cobalt, and nickel can impact battery production and costs. These shortages can lead to supply chain disruptions and increased manufacturing expenses, potentially slowing market growth. Additionally, geopolitical tensions and trade restrictions may further exacerbate raw material supply issues, creating challenges for battery manufacturers in meeting the growing demand for automotive batteries.
Growing demand for hybrid vehicles
Hybrid vehicles, which combine internal combustion engines with electric propulsion systems, require advanced battery technologies to optimize performance and fuel efficiency. As consumers seek more environmentally friendly transportation options without fully committing to all-electric vehicles, the demand for hybrid vehicles is increasing. This trend creates opportunities for battery manufacturers to develop and supply specialized batteries tailored to the unique requirements of hybrid powertrains.
Regulatory uncertainty
Regulatory uncertainty poses a threat to the automotive battery market. Changing government policies, emission standards, and incentive programs for electric vehicles can significantly impact market dynamics. Inconsistent or unpredictable regulations across different regions may create challenges for battery manufacturers in terms of product development, compliance, and market strategies. Additionally, shifts in government support for certain battery technologies or electric vehicle initiatives could potentially disrupt established market trends and investment plans, creating uncertainty for industry players.
The COVID-19 pandemic initially disrupted the automotive battery market, causing supply chain issues and reduced vehicle production. However, it also accelerated the shift towards electric vehicles as part of economic recovery plans. The pandemic highlighted the importance of sustainable transportation, ultimately boosting long-term growth prospects for the automotive battery market, particularly in the electric vehicle segment.
The electric propulsion segment is expected to be the largest during the forecast period
Over the forecasted timeframe, the electric propulsion segment is anticipated to dominate the market share. This dominance is driven by the rapid growth of the electric vehicle market, which requires high-performance batteries. The increasing focus on reducing carbon emissions and government incentives for EV adoption are fueling the demand for electric propulsion systems. Additionally, advancements in battery technology, particularly in lithium-ion batteries, are enhancing the performance and range of electric vehicles, further solidifying the segment's market leadership.
The electric vehicles segment is expected to have the highest CAGR during the forecast period
During the projection period, the electric vehicles segment is expected to grow at the highest CAGR. This rapid growth is attributed to increasing environmental awareness, government regulations promoting zero-emission vehicles, and advancements in battery technology. The dropping prices of lithium-ion batteries and expanding charging infrastructure are making electric vehicles more accessible to consumers. Moreover, major automotive manufacturers are investing heavily in EV development, further accelerating market growth.
During the estimation period, the Asia Pacific region is expected to capture the largest market share. This dominance is primarily driven by China's massive EV market and supportive government policies across the region. Countries like Japan, South Korea, and India are also rapidly expanding their EV production and adoption. The high population density, urbanization, and increasing environmental awareness in Asia Pacific contribute to the strong demand for electric vehicles and automotive batteries. Significant investments from both the public and private sectors in battery manufacturing and EV infrastructure further solidify the region's leading position in the market.
The Asia Pacific region is projected to achieve the highest CAGR during the forecast period. This rapid growth is fueled by aggressive government targets for EV adoption, substantial investments in battery technology, and the presence of major automotive and battery manufacturers in the region. Countries like China are setting ambitious goals for expanding their EV market, while emerging economies such as India and Southeast Asian nations are ramping up their efforts to electrify transportation. The region's fast-paced technological advancements and increasing urbanization are expected to drive continued high growth in the automotive battery market.
Key players in the market
Some of the key players in Automotive Battery Market include CATL, LG Energy Solution, Panasonic Corporation, Samsung SDI, BYD Company Ltd., SK Innovation, Johnson Controls Power Solutions, Exide Technologies, GS Yuasa International Ltd., East Penn Manufacturing Company, Clarios, A123 Systems, Toshiba Corporation, Hitachi Chemical Co., Ltd., SVOLT Energy Technology, Northvolt, EVE Energy Co., Ltd., and Gotion High-Tech Co., Ltd.
In September 2024, The Chinese Company CATL, currently the world's largest battery manufacturer, will participate in IAA 2024, Hannover, holding a press conference and talking about the new products to be added to their portfolio. The Chinese battery giant is highly focused on the European heavy-duty electric vehicles market, with the target to supply battery packs capable to provide trucks and buses with the longest possible range.
In August 2024, Zeekr Intelligent Technology, the premium electric vehicle (EV) maker controlled by Geely Auto, has unveiled a new battery technology that can offer a car a nearly 500-kilometre (310-mile) range with just 10.5 minutes of charging, as the industry steps up the electrification process. Zeekr's self-developed lithium-ion-phosphate (LFP) battery, dubbed Golden Battery and installed on its 007 electric sedan, supports 800-volt ultra-fast charging and assures owners of "swift and reliable" performance, the company said in a statement. The 75-kilowatt-hour battery, when fully charged, allows a car to go as far as 682km, it added.
In November 2023, Global innovator LG Electronics will enter the rapidly growing U.S. electric vehicle charger market in 2024 with the introduction of its first line of AC and DC EV charging stations. According to LG Business Solutions USA's Senior Vice President Nicolas Min, the line will include Level 2 and Level 3 EV chargers, opening new opportunities for businesses, municipalities and other public places to support the electrification of America with independently owned and operated charging stations.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.