全球LIB生產線擴大預測(～2035年)DB

<2024> Global Outlook for Expansion of LIB Production Lines (~2035) DB

出版日期: 2024年06月26日 | 出版商:

SNE Research | 英文 | 商品交期: 請詢問到貨日

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簡介目錄

以包含供應原始資料的 Excel 檔案形式提供。

自2017年特斯拉Model 3推出以來，全球電動車市場持續快速成長，被認為是實現碳中和的重要產業。同時，與電動車相關的各種產業，如電池、材料及其零件，也隨著電動車市場的成長而持續成長。國內三大電池製造商正在北美和歐洲建造大規模生產基地，試圖主導全球市場。

然而，雖然2021年二次電池的供應因中國積極的產能擴張而增加，但由於2023年中國電動汽車補貼結束和電動汽車鴻溝，需求預測未能實現，汽車超級循環已達到平台期。電動車市場成長放緩速度快於預期，使得電池企業（包括3家國內企業）和材料企業的積極投資變得毫無意義。

這些不穩定的市場趨勢使得預測成長變得困難。為了應對快速變化的市場並降低企業風險，了解製造商的擴張計劃並結合市場需求進行綜合分析可能會有效。

本報告研究和分析了全球鋰離子電池市場，並提供了一個資料庫，按地區、外形尺寸和應用總結了全球二次電池製造商的生產能力。

The global electric vehicle market has been growing rapidly since the launch of Tesla Model 3 in 2017 and has been considered a key industry for carbon neutrality. Accordingly, various industries related to electric vehicles, such as batteries, materials, and their components, have also continued to grow along with the electric vehicle market. The three domestic battery companies are building large-scale production bases in North America and Europe and are striving to dominate the global market.

However, despite the increase in secondary battery supply due to China's aggressive expansion of production capacity in 2021, the end of China's electric vehicle subsidies in 2023 and the electric vehicle chasm have led to a failure in forecasting demand, and the electric vehicle super cycle has reached a stagnation stage. The electric vehicle market growth, which has slowed down faster than expected, is making aggressive investments by battery companies (including three domestic companies) and material companies meaningless.

Such unstable market trends make it difficult to predict growth. In order to respond to the rapidly changing market and reduce risks of companies, it would be helpful to understand manufacturers' expansion plans and comprehensively analyze them along with market demand.

This report in DB version organizes the production capacity of global secondary battery manufacturers by region, form factor, and application so that it can be understood at once.

We hope this report will be helpful to those in the secondary battery industry.