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電動車電池 EV電池

市場調查報告書

商品編碼

1622905

汽車電池市場規模：按電池類型、按車輛類型、按應用、按地區、範圍和預測

Automotive Battery Market Size By Battery Type, By Vehicle Type, By Application, By Geographic Scope And Forecast

出版日期: 2024年11月09日 | 出版商:

Verified Market Research | 英文 202 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

汽車電池市場規模及預測

2024年汽車電池市場規模將達531.8億美元，預計2024年至2031年複合年增長率為5.1%，2031年達到791.7億美元。汽車電池是一種可充電電池，可為引擎提供動力，為汽車的電氣系統提供動力，並儲存能量以供將來使用。最受歡迎的是鉛電池，它使用鉛板和硫酸電解質來產生能量。汽車電池提供多種功能，包括引擎啟動、照明、點火、電動車窗和空調等輔助電源以及緊急情況下的備用電源。

此外，它不僅是傳統內燃機汽車的重要部件，也是電動和混合動力汽車的重要部件。

全球汽車電瓶市場動態

塑造汽車電池市場的主要市場動態

主要市場推動因素

電動車（EV）的普及：

電動車市場的快速成長是汽車電池的關鍵驅動力。根據國際能源總署（IEA）預測，2022年全球電動車銷量將達1,000萬輛，較2021年成長55%。電動車的普及直接推動了汽車電池的需求。

政府法規和激勵措施：

嚴格的污染標準和政府對再生能源汽車的補貼正在推動汽車電池市場的發展。例如，歐盟 (EU) 設定了到 2030 年新車二氧化碳排放量比 2021 年減少 37.5% 的目標。對降低排放的追求正在加速向電動和混合動力汽車的過渡，並增加對汽車電池的需求。

電池技術的進步：

電池技術的不斷發展，特別是能量密度和充電速度，正在推動市場向前發展。根據美國能源部統計，2008 年至 2021 年間，電動車鋰離子電池組的成本下降了 87%，從 1,000 美元/kWh 降至 132 美元/kWh。成本的顯著降低使得電動車對消費者來說更加實惠且更具吸引力。

主要課題

日益增長的安全問題：

對電池安全性的日益關注是汽車電池市場的主要阻礙因素。鋰離子電池通常用於電動車，如果設計、製造和維護不當，可能會引起火災和爆炸。這阻礙了市場的擴張。

缺乏適當的基礎設施：

缺乏電池動力汽車正常運作所需的足夠基礎設施也是汽車電池市場的主要阻礙因素。充電站的缺乏，尤其是在新興國家，導致消費者難以接受電動車，並減少了對汽車電池的需求。

主要趨勢：

增加電池尺寸和能量密度：

在汽車電池市場，電池尺寸越來越大，能量密度也越來越高。到2022年，電池將變得越來越長，袋形電池將達到500毫米，方形電池將接近1000毫米，這一點已經很明顯。同時，電池能量顯著增加，顯示能量密度和比能量的增加。與2010-2021年的平均水平相比，能量密度提高了100%，比能量提高了70%，滿足了電動車對提高性能、延長續航里程和提高效率的不斷變化的需求。

電動車電池生產設施投資：

汽車行業的主要公司正在對電池製造設施進行重大投資，以滿足對電動車不斷增長的需求。例如，Stellantis和Samsung在2022年5月宣佈將投資25億美元在美國印第安納州建造電池製造工廠。這些策略合作夥伴關係和投資表明業界認識到電動車的日益普及以及需要強大的電池產能來滿足市場需求。

固態電池正成為一項革命性技術：

固態電池是汽車電池市場的一項改變遊戲規則的進步。與普通鋰離子電池相比，這種電池具有許多優點，包括更高的能量密度、更高的安全性和更快的充電時間。固態電池技術的發展可能會推動電動車性能的進一步突破，加速電動車的普及，並被定位為決定汽車電池市場未來的關鍵趨勢。

Automotive Battery Market size was valued at USD 53.18 Billion in 2024 and is projected to reach USD 79.17 Billion by 2031 , growing at a CAGR of 5.1% from 2024 to 2031 . An automotive battery is a rechargeable battery that supplies electrical power to the engine, powers the vehicle's electrical systems, and stores energy for future use. The most popular variety is the lead-acid battery, which generates energy using lead plates and a sulfuric acid electrolyte. Automotive batteries provide a range of functions, including engine starting, lighting, ignition, powering extras like as power windows and air conditioning, and supplying emergency backup power.

Furthermore, they are critical components in conventional internal combustion engine automobiles as well as electric and hybrid vehicles.

Global Automotive Battery Market Dynamics

The key market dynamics that are shaping the automotive battery market include:

Key Market Drivers

Electric Vehicle (EV) Adoption:

The rapid growth of the electric vehicle market is a significant driver of automotive batteries. According to the International Energy Agency (IEA), global electric vehicle sales reached 10 million in 2022, up 55% from 2021. The boom in EV usage is directly driving up demand for automotive batteries.

Government Regulations and Incentives:

Stringent pollution standards and government subsidies for renewable energy vehicles are driving up the automotive battery market. The European Union, for example, has set a target of reducing CO2 emissions from new cars by 37.5% by 2030, compared to 2021. This quest for fewer emissions is hastening the transition to electric and hybrid vehicles, hence raising demand for automotive batteries.

Advancements in Battery Technology:

Continuous developments in battery technology, especially in energy density and charging speeds, are propelling the market forward. According to the US Department of Energy, the cost of lithium-ion battery packs for electric vehicles reduced by 87% between 2008 and 2021, from $1,000/kWh to $132/kWh. This huge cost reduction makes EVs more affordable and appealing to consumers, hence driving the automotive battery market.

Key Challenges:

Rising Concern for Safety Issues:

The growing concern about battery safety is a major limitation on the automotive battery market. Lithium-ion batteries, which are frequently used in electric vehicles, cause fires and explosions if not properly designed, manufactured, and controlled. This inhibits market expansion.

Lack of Adequate Infrastructure:

The lack of adequate infrastructure required for the proper operation of battery-driven vehicles is another key restraint for the automotive battery market. The scarcity of charging stations, particularly in emerging nations, makes it difficult for consumers to embrace electric vehicles, reducing demand for automotive batteries.

Key Trends:

Shift Towards Larger Battery Dimensions and Higher Energy Density:

The automotive battery market is experiencing a considerable trend toward larger cell size and higher energy density. In 2022, there was an apparent trend towards longer cells, with pouch cells reaching 500 mm and prismatic cells approaching 1000 mm. Concurrently, cell energy increased significantly, indicating improvements in energy density and specific energy. Compared to 2010-2021 averages, there was a 100% increase in energy density and a 70% increase in specific energy, meeting the changing needs of electric vehicles for increased performance, longer ranges, and more efficiency.

Investments in Electric Vehicle Battery Manufacturing Facilities:

Major automotive industry firms are making major investments in battery manufacturing facilities to meet the growing demand for electric vehicles. For example, in May 2022, Stellantis and Samsung announced a $2.5 billion investment in a battery manufacturing plant in Indiana, USA. These strategic alliances and investments demonstrate the industry's acknowledgment of the growing popularity of electric vehicles and the necessity for robust battery production capacities to fulfill market demand.

Solid-state Batteries Emerging as a Revolutionary Technology:

Solid-state batteries are a ground-breaking breakthrough that is poised to transform the automotive battery market. These batteries have various advantages over ordinary lithium-ion batteries, including greater energy density, increased safety, and faster charging periods. Solid-state battery technology development is likely to promote additional breakthroughs in electric vehicle performance and accelerate the adoption of electric mobility, positioning it as a key trend determining the automotive battery market's future.

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Global Automotive Battery Market Regional Analysis

Here is a more detailed regional analysis of the automotive battery market:

Asia Pacific:

According to Verified Market Research, the Asia Pacific is estimated to dominate the automotive battery market over the forecast period. The Asia Pacific region, especially China, is experiencing a rapid increase in EV adoption, pushing up demand for automotive batteries. According to the International Energy Agency (IEA), China accounted for 60% of worldwide electric car sales in 2022, with more than 6 million new electric vehicles registered. This substantial market share contributes to the region's dominance in the automotive battery market.

Many Asia Pacific countries have developed significant rules and incentives to encourage EV adoption and battery manufacture. For instance, the Chinese government intends to make new energy vehicles (NEVs) account for 20% of total car sales by 2025. In support of this aim, China's Ministry of Industry and Information Technology reported that NEV sales reached 3.52 million units by 2021, representing 13.4% of total vehicle sales, indicating rapid progress towards the 2025 target.

Furthermore, the Asia Pacific region is home to some of the world's largest automotive battery manufacturers. According to SNE Research, the top three worldwide EV battery producers in 2023 were all situated in Asia: CATL (China), LG Energy Solution (South Korea), and BYD (China). These three businesses accounted for over 70% of the global EV battery market, demonstrating the region's industrial dominance.

North America:

North America is estimated to exhibit substantial growth during the forecast period. The popularity of electric vehicles in the United States is rapidly increasing, which is fueling demand for automotive batteries. According to the Department of Energy, sales of electric vehicles in the United States nearly doubled between 2020 and 2021, accounting for 4.5% of total new vehicle sales in 2021. This trend is projected to continue, boosting the automotive battery market in North America.

North American countries, mainly the United States and Canada, are enforcing tighter pollution rules, accelerating the transition to electric and hybrid vehicles. The United States Environmental Protection Agency (EPA) has set a goal for automakers to attain an average fuel efficiency of 55 miles per gallon in new automobiles by 2026. This regulation encourages automakers to spend extensively on electric vehicle technology and battery production.

Furthermore, in North America, both federal and state subsidies are driving EV adoption and, as a result, the automotive battery market. For example, the United States government provides a federal tax credit of up to $7,500 for the purchase of a new electric vehicle. Also, as of 2023, more than 45 states and the District of Columbia provide incentives for EVs, ranging from additional tax credits to HOV lane access and lower registration fees.

Europe:

Europe has established some of the world's strongest emissions rules, accelerating the adoption of electric vehicles and, as a result, the need for automotive batteries. According to the European Environment Agency, the EU aims to reduce CO2 emissions from new passenger automobiles by 37.5% by 2030, compared to 2021 levels. This aggressive aim is driving automakers to swiftly electrify their fleets, hence strengthening the region's automotive battery market.

Europe is investing heavily in domestic battery manufacture to reduce reliance on imports and secure its position in the EV supply chain. According to the European Battery Alliance, there are proposals for at least 40 gigafactories in Europe by 2023, with a predicted annual production capacity of over 1,000 GWh in 2030. This investment is estimated to meet up to 90% of Europe's battery demand, boosting the region's automotive battery market.

Furthermore, many European governments provide large incentives for adopting electric vehicles, which boosts the automotive battery market. For example, as of 2023, Germany provided up to €9,000 in subsidies for the purchase of new electric vehicles costing under €40,000. These incentives have helped to drive a large growth in EV sales, with the European Automobile Manufacturers' Association (ACEA) claiming that battery electric vehicles accounted for 12.1% of all new car registrations in the EU in 2022, up from 9.1% in 2021.

Global Automotive Battery Market: Segmentation Analysis

The Automotive Battery Market is segmented based on Battery Type, Vehicle Type, Application, and Geography.

Automotive Battery Market, By Battery Type

Lithium-ion
Lead Acid
Nickel
Sodium-ion
Others

Based on Battery Type, the market is segmented into Lithium-ion, Lead Acid, Nickel, Sodium-ion, and Others. The lead-acid segment is estimated to dominate the automotive battery market. Lead-acid batteries are the most popular form of automotive battery because of their low cost, dependability, and extensive use in classic internal combustion engine vehicles. The lead-acid battery segment benefits from the continuous production and sale of gasoline and diesel-powered vehicles, as well as the increased need for start-stop systems and backup power applications in both mature and emerging automotive markets.

Automotive Battery Market, By Vehicle Type

Passenger Vehicle
Commercial Vehicle
Electric Vehicle

Based on Vehicle Type, the market is segmented into Passenger Vehicle, Commercial Vehicle, and Electric Vehicle. The electric vehicle segment is estimated to dominate the automotive battery market. The need for automotive batteries from electric vehicles is expected to expand exponentially as electric vehicle sales increase and environmental pollution rises. Government measures to promote electric vehicles through subsidies and regulations continue to push the market, increasing demand for automotive batteries.

Automotive Battery Market, By Application

Electric Propulsion
Starter
Lighting
Ignition
Others

Based on Application, the market is segmented into Electric Propulsion, Starter, Lighting, Ignition, and Others. The electric propulsion segment is estimated to dominate the automotive battery market due to increased global adoption of electric cars (EVs), which is being driven by government incentives, harsher environmental restrictions, and breakthroughs in battery technology. As EVs require large batteries to power their electric motors, the demand for automobile batteries in the electric propulsion industry has increased dramatically. The electric propulsion segment's dominance in the automotive battery market is mostly due to the increased sales of battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hybrid electric vehicles (HEVs).

Automotive Battery Market, By Geography

North America
Europe
Asia Pacific
Rest of the world

Based on Geography, the Automotive Battery market is classified into North America, Europe, Asia Pacific, and the Rest of the world. The Asia Pacific region is estimated to dominate the market during the forecast period. This is primarily driven by rising demand for electric passenger and commercial cars in China, Japan, India, and South Korea. The region has a strong presence of battery manufacturers and is seeing major expenditures in electric car infrastructure, which is accelerating the expansion of Asia-Pacific's automotive battery market.

Key Players

The "Automotive Battery Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are
Johnson Controls Power Solutions, Exide Technologies, GS Yuasa, East Penn Manufacturing Company, CATL, BYD Company, LG Chem, Panasonic, Samsung SDI, SK Innovation, SolidEnergy Systems, QuantumScape, StoreDot, Tesla, Bosch, and Honeywell.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

Automotive Battery Market Recent Developments
In February 2024, CATL announced its intentions to invest $2.3 billion in Hungary, its first battery manufacturing in Europe. This move hopes to capitalize on the region's growing demand for electric vehicles.
In February 2024, LG Chem put forward its new "M34" battery cell format, which boasts a 30% improvement in energy density over the previous version. This could result in increased range for EVs outfitted with these batteries.
In February 2023, QuantumScape announced a collaboration with Volkswagen to design and produce solid-state batteries. This collaboration has the potential to speed the deployment of this technology in electric vehicles.