市場調查報告書
商品編碼
1569842
到 2030 年電動車電池市場預測:按產品、電池、電壓類型、驅動器、應用、最終用戶和地區進行的全球分析E-Mobility Battery Market Forecasts to 2030 - Global Analysis by Product Battery, Voltage Type, Drive, Application, End User and By Geography |
根據Stratistics MRC預測,2024年全球電動車電池市場規模將達到1,543億美元,預計2030年將達到3,838億美元,預測期內複合年成長率為16.4%。
電動車電池是專門的可充電能源儲存設備,旨在為電動車 (EV) 提供動力,包括汽車、巴士、自行車和其他形式的電動交通工具。這些電池通常基於鋰離子或新興固體技術,旨在實現高能量密度、長循環壽命和快速充電功能。電動車電池對於增加電動車的續航里程和性能,同時最大限度地減少對環境的影響至關重要。它在向永續交通的過渡中發揮關鍵作用,有助於減少溫室氣體排放和對石化燃料的依賴。
根據國際能源總署(IEA)預測,2023年中國電動車銷量將比2022年成長36%。
電動車的擴張
隨著越來越多的消費者尋求永續的交通途徑,電動車(EV)的普及成為市場的關鍵驅動力。這種轉變是由環保意識增強、政府獎勵和電動車技術進步所推動的。隨著電動車需求的增加,製造商被迫投資電池創新,以提高能量密度和充電效率。因此,這一趨勢將加速強大的供應鏈和基礎設施的開拓,進一步支持向電動車的過渡並推動市場成長。透過這種方式,我們支持市場成長。
初始成本高
電動車(EV)及其電池的高昂初始成本仍然是其廣泛採用的主要障礙。前期投資會阻礙潛在買家並限制市場成長。儘管技術和生產效率的進步正在逐漸降低價格,但這些成本繼續阻礙向電動車的過渡,並影響對電動車電池和永續交通解決方案的整體需求,從而阻礙了市場的成長。
技術進步
技術進步對市場至關重要,並推動電池化學、設計和製造流程的創新。能量密度、充電速度和壽命的提高將提高電動車 (EV) 的性能和吸引力。固態電池和增強溫度控管系統等創新降低了安全風險並提高了效率。這些進步將降低生產成本並增強消費者信心,最終加速電動車的採用,擴大電動車電池市場,並促進永續交通生態系統的成長。
原物料供應鏈問題
原料供應鏈問題會影響鋰、鈷和鎳等重要原料的可用性和成本,進而對市場產生重大影響。這些原料採購的中斷將導致生產成本上升和電池製造延遲,阻礙整體市場成長。此外,地緣政治緊張局勢和採礦實踐的環境問題可能會使供應鏈更加複雜。
由於生產停頓和供應鏈延遲,COVID-19 大流行最初擾亂了電動車電池市場。然而,隨著各國政府優先考慮綠色復甦,人們對永續交通的興趣也隨之成長。隨著疫情後電動車採用率的增加,對電池技術的投資激增,帶來創新和市場成長,最終將支持向更清潔的行動解決方案的轉變。
預計乘用車市場在預測期內將是最大的市場
由於對電動車(EV)電池的需求,預計乘用車細分市場在預測期內將成為最大的細分市場。隨著消費者偏好轉向永續交通,電動車的採用將推動對電池技術和生產的投資。這種需求的增加將推動能量密度、充電速度和整體性能的創新。此外,擴大充電基礎設施將增加消費者的便利性並加速向電動車的過渡。
預計商業領域在預測期內複合年成長率最高。
由於對電動貨車、巴士和卡車的需求,預計商業領域在預測期內將出現最高的複合年成長率。企業擴大採用電動車來降低營運成本、提高永續性並遵守監管要求。需求的激增正在推動電池技術的進步,提高效率和效能。此外,商業客製化充電基礎設施的成長也支持了充電基礎設施的採用。
由於對電池技術和製造的投資不斷增加,特別是在美國和加拿大,北美地區預計將在預測期內佔據最大的市場佔有率,從而推動汽車行業的創新和創造就業機會。包括充電站在內的電動車基礎設施的成長將推動消費者的採用。此外,旨在減少碳排放的州和聯邦政策正在推動對永續交通解決方案的需求,有助於實現更清潔的環境和能源獨立。
預計亞太地區在預測期內的複合年成長率最高,因為該地區支持電動車(EV)的普及和向永續交通的轉變。中國、日本和韓國等國家正大力投資電池製造和技術開發,將其國家定位為全球領導者。這種成長不僅促進了當地經濟並創造了就業機會,而且還加強了能源安全並減少了城市的空氣污染。此外,擴大電動車基礎設施將促進創新,並為更清潔、更綠色的城市鋪平道路。
According to Stratistics MRC, the Global E-Mobility Battery Market is accounted for $154.3 billion in 2024 and is expected to reach $383.8 billion by 2030 growing at a CAGR of 16.4% during the forecast period. E-mobility battery is a specialized rechargeable energy storage device designed to power electric vehicles (EVs), including cars, buses, bikes, and other forms of electric transport. Typically based on lithium-ion or emerging solid-state technologies, these batteries are engineered for high energy density, long cycle life, and fast charging capabilities. E-mobility batteries are crucial for enhancing the driving range and performance of electric vehicles while minimizing environmental impact. They play a vital role in the transition to sustainable transportation, helping to reduce greenhouse gas emissions and dependence on fossil fuels.
According to the International Energy Agency (IEA), China witnessed an increase in EV sales by 36% in 2023 compared to 2022.
Increasing Electric Vehicle Adoption
Increasing electric vehicle (EV) adoption is a primary driver of the market, as more consumers seek sustainable transportation options. This shift is fueled by growing environmental awareness, government incentives, and advancements in EV technology. As demand for EVs rises, manufacturers are compelled to invest in battery innovation, enhancing energy density and charging efficiency. Consequently, this trend accelerates the development of a robust supply chain and infrastructure, further supporting the transition to electric mobility and driving market growth. Thus, it boosts the growth of the market.
High Initial Costs
High initial costs of electric vehicles (EVs) and their batteries remains a significant barrier to widespread adoption. The upfront investment can deter potential buyers, limiting market growth. While prices are gradually decreasing due to advancements in technology and production efficiencies, these costs still hinder the transition to e-mobility, impacting overall demand for e-mobility batteries and sustainable transport solutions, thus it hinders the growth of the market.
Technological Advancements
Technological advancements are crucial for the market, driving innovation in battery chemistry, design, and manufacturing processes. Improvements in energy density, charging speed, and lifespan enhance the performance and appeal of electric vehicles (EVs). Innovations such as solid-state batteries and enhanced thermal management systems reduce safety risks and increase efficiency. These advancements lead to lower production costs and greater consumer confidence, ultimately accelerating EV adoption and expanding the market for e-mobility batteries, fostering a sustainable transportation ecosystem, thus it drives the growth of the market.
Raw Material Supply Chain Issues
Raw material supply chain issues significantly impact the market by affecting the availability and cost of essential materials like lithium, cobalt, and nickel. Disruptions in sourcing these materials can lead to increased production costs and delays in battery manufacturing, hampering the overall growth of the market. Additionally, geopolitical tensions and environmental concerns related to mining practices can further complicate supply chains.
The COVID-19 pandemic initially disrupted the e-mobility battery market by halting production and delaying supply chains. However, it also accelerated interest in sustainable transportation as government's prioritized green recovery. As electric vehicle adoption increased post-pandemic, investments in battery technology surged, leading to innovation and growth in the market, ultimately supporting a shift towards cleaner mobility solutions.
The passenger vehicles segment is expected to be the largest during the forecast period
The passenger vehicles segment is expected to be the largest during the forecast period due to demand for electric vehicle (EV) batteries. As consumer preferences shift towards sustainable transportation, the rise in EV adoption boosts investments in battery technology and production. This increased demand fosters innovation in energy density, charging speed, and overall performance. Furthermore, the expansion of charging infrastructure enhances convenience for consumers, accelerating the transition to electric mobility.
The commercial segment is expected to have the highest CAGR during the forecast period
The commercial segment is expected to have the highest CAGR during the forecast period due to demand for electric vans, buses, and trucks. Businesses increasingly adopt electric fleets to reduce operational costs, improve sustainability, and meet regulatory requirements. This surge in demand stimulates advancements in battery technology, enhancing efficiency and performance. Additionally, the growth of charging infrastructure tailored for commercial use supports widespread adoption.
North America is projected to hold the largest market share during the forecast period due to increased investments in battery technology and manufacturing, particularly in the U.S. and Canada, are fostering innovation and job creation in the automotive sector. The growth of EV infrastructure, including charging stations, enhances consumer adoption. Furthermore, state and federal policies aimed at reducing carbon emissions drive demand for sustainable transportation solutions, contributing to a cleaner environment and energy independence.
Asia Pacific is projected to witness the highest CAGR over the forecast period because, adoption of electric vehicles (EVs) and supporting the shift towards sustainable transportation. Countries like China, Japan, and South Korea are investing heavily in battery manufacturing and technology development, positioning themselves as global leaders. This growth not only boosts local economies and creates jobs but also enhances energy security and reduces urban air pollution. Additionally, the expansion of EV infrastructure fosters innovation and paves the way for cleaner, greener cities.
Key players in the market
Some of the key players in E-Mobility Battery Market include ALTA Motors, Accell Group, BMW Motorrad International, BYD Company LTD., General Motors Company, Gogoro Inc., Honda Motor Co. Ltd., KTM AG, Lightning Motorcycles, Mahindra Group, Ninebot Ltd., Nissan Motor corporation, NYCeWheels, Suzuki Motor Corporation, Terra Motors Corporation, Tesla, Vmoto Limited, Volkswagen AG, Yamaha Motor Company Limited and Zero Motorcycles.
In September 2024, General Motors and Hyundai Signed Memorandum of Understanding to Explore Collaboration on Vehicles, Supply Chain and Clean-Energy Technologies to reduce costs and bring a wider range of vehicles and technologies to customers faster.
In September 2024, Mahindra & Mahindra Ltd., announced the launch of the Mahindra Veero, Designed to redefine the LCV <3.5 t segment, the Veero offers unparalleled savings with best-in-class mileage, exceptional performance powered by robust multiple engine options, industry-leading safety features, enhanced occupant protection, and a premium cabin experience.
In May 2024, Suzuki Motor Corporation has announced that the company has signed a sponsorship agreement with figure skater Yuma Kagiyama, The contract period will last until the Milano Cortina 2026 Winter Olympics.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.