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電動車電池 EV電池

市場調查報告書

商品編碼

1336723

全球汽車電池市場 - 2023-2030

Global Automotive Battery Market - 2023-2030

出版日期: 2023年08月22日 | 出版商:

DataM Intelligence | 英文 195 Pages | 商品交期: 約2個工作天內

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簡介目錄

市場概況

全球汽車電池市場2022年達到652億美元，預計到2030年將達到1000億美元，2023-2030年預測期間年複合成長率為5.5%。

新補貼、稅收抵免和研究補助金等政府支持的增加可能會在預測期內推動全球汽車電池市場的成長。為了降低電池價格並鼓勵更廣泛地採用電動汽車和其他永續移動解決方案，發展中和已開發地區的政府正在推出各種行業支持舉措。

科學家們還在擴大研究力度，以提高汽車電池的安全性和穩定性。例如，2023 年 4 月，中國佛山廣東先進材料技術研究院的一個科學家團隊發表了一篇研究論文，詳細介紹了非色散紅外光譜 (NDIR) 系統的開發，該系統可用於早期預警熱反應失控汽車電池。

市場動態

全球汽車產量不斷成長

後疫情時期，全球汽車生產顯著復甦。國際汽車製造商組織(OICA)的數據顯示，2022年商用車和乘用車新產量接近8500萬輛，比2021年成長6%。全球汽車產量的不斷成長增加了原始設備製造商和售後市場對汽車電池的需求。

由於電池在為各種汽車子系統提供電力方面發揮著關鍵作用，因此它是現代汽車的關鍵組件。此外，這對於電動汽車（EV）來說非常重要，因為電動汽車使用電池組為電動機提供動力以進行推進。領先的汽車製造商正在逐步增加電動汽車產量，這可能會在中長期內大幅增加對汽車電池的需求。

擴大採用電池材料回收

儘管全球汽車電池的需求不斷成長，但供應卻一直滯後。一些研究估計，到 2030 年，電池材料供應量需要增加六倍才能滿足不斷成長的需求。由於新產能的增加需要時間才能上線，因此各公司正在加強電池材料回收計劃以增加供應。

電池材料回收使公司能夠提取鎳、銅、鈷和鋰等關鍵材料，從而降低成本和對開採資源的需求。許多國家正在逐步擴大電池回收工廠。例如，2023年7月，新加坡宣布將建設第三家電池材料工廠，將於2024年初投入營運。電池回收的日益普及將降低材料成本，並增加電池材料產品的採用。

人們越來越關注電池處置對環境的影響

汽車電池，特別是鋰離子電池和鉛酸電池，含有各種有害物質。如果沒有適當的廢物處理方法，這些有毒物質可能會滲入環境中，導致自然生態系統的長期破壞。許多國家沒有足夠發達的基礎設施來處理廢棄電池。

電動汽車的成長導致報廢電池產生的電子廢物（電子廢物）增加。電子廢物帶來了重大挑戰，因為它需要專門的處理和回收流程來回收有價值的材料，同時最大限度地減少對環境的破壞。對電池處理的環境擔憂可能會影響消費者對電動汽車的看法，並影響他們採用電動汽車的意願。

COVID-19 影響分析

在 COVID-19 大流行的初期階段，由於政府實施封鎖等限制，許多汽車電池製造工廠不得不暫時關閉或縮減生產。這導致電池產量大幅下降，汽車製造商的可用性受到限制。

疫情還導致汽車銷量大幅下滑，其中包括電動汽車（EV）銷量。在大流行期間的大部分時間裡，消費者支出的減少和經濟不確定性的上升對汽車電池的需求產生了負面影響。然而，大流行後時期加速轉向電動汽車將為市場成長帶來新的機遇。

俄烏戰爭影響分析

俄羅斯和烏克蘭之間持續的戰爭對兩國的汽車電池市場產生了負面影響。由於基礎設施大面積破壞和大量難民外逃，烏克蘭市場受到嚴重影響，中短期內不太可能恢復。衝突期間，軍用車輛對汽車電池的需求略有增加。

美國和西歐國家對俄羅斯實施嚴厲的經濟制裁，導致跨國電池製造商停止在該國的業務。在許多西方公司撤離後，俄羅斯汽車工業正在依靠中國製造商來填補供應缺口。

Market Overview

Global Automotive Battery Market reached US$ 65.2 billion in 2022 and is expected to reach US$ 100.0 billion by 2030, growing with a CAGR of 5.5% during the forecast period 2023-2030.

Increasing government support such as new subsidies, tax credit and research grants are likely to drive global automotive battery market growth during the forecast period. To reduce battery prices and encourage wider adoption of electric vehicle and other sustainable mobility solutions, governments in developing and developed regions are rolling out various industry support initiatives.

Scientists are also expanding research efforts to improve the safety and stability of automotive batteries. For instance, in April 2023, a team of scientists from the Guangdong Institute for Advanced Materials and Technology in Foshan, China published a research paper detailing the development of a non-dispersive infrared spectroscopy (NDIR) system for early warning of runaway thermal reactions in automotive batteries.

Market Dynamics

Rising Global Automotive Production

The post-pandemic period has witnessed significant recovery in global automotive production. Nearly 85 million new commercial and passenger vehicles were produced in 2022, representing an increase of 6% over 2021, according to data from the International Organization of Motor Vehicle Manufacturers (OICA). The rising global automotive production augments demand for automotive batteries from OEMs and the aftermarket.

Due to their critical role in providing power to various automotive subsytems, batteries are a key component of modern automobiles. Furthermore, it is highly critical for electric vehicles (EVs), which use battery packs to power electric motors for propulsion. Leading automakers are gradually increasing electric vehicle production, which is likely to greatly increase demand for automotive batteries over the medium and long term.

Increasing Adoption of Battery Material Recycling

Although global demand for automotive batteries is rising, supply has been lagging behind. Some studies estimate that a six-fold increase in battery material supply is needed to keep with rising demand by 2030. Since new capacity addition takes time to come online, companies are stepping up battery material recycling initiatives to augment supply.

Battery material recycling allows companies to extract critical materials such as nickel, copper, cobalt and lithium, reducing costs and demand for mined resources. Many countries are gradually expanding battery recycling plants. For instance, in July 2023, Singapore announced that it would construct its third battery material plant that would commence operations in early 2024. The increasing adoption of battery recycling will lower material costs and will increase adoption of battery material products.

Growing Concerns About Environmental Impact of Battery Disposal

Automotive batteries, particularly lithium-ion and lead-acid batteries, contain various hazardous materials. In the absence of proper waste processing methods, these toxic materials can leach into the environment, leading to long-term damage of natural ecosystems. Many countries do not have adequately developed infrastructure to process disposed batteries.

The growth of electric vehicles has led to an increase in electronic waste (e-waste) from end-of-life batteries. E-waste presents significant challenges since it requires specialized handling and recycling processes to recover valuable materials while minimizing environmental damage. Environmental concerns about battery disposal can influence consumer perceptions of electric vehicles and impact their willingness to adopt EVs.

COVID-19 Impact Analysis

During the initial phase of the COVID-19 pandemic, many automotive battery manufacturing facilities had to temporarily shut down or scale back production due to government imposed restrictions such as lockdowns. It led to a significant decrease in battery production and limited availability for automakers.

The pandemic also caused automotive sales to plummet, including electric vehicles (EV) sales. Reduced consumer spending and rising economic uncertainties over much of the pandemic period negatively impacted the demand for automotive batteries. However, the accelerated shift towards electric vehicle adoption in the post-pandemic period will open up new opportunities for market growth.

Russia-Ukraine War Impact Analysis

The ongoing war between Russia and Ukraine has negatively impacted the automotive battery market in both countries. With widespread destruction of infrastructure and a major refugee exodus, the Ukrainian market has been highly affected and is unlikely to recover in the short and medium term. A small increase in automotive battery demand from military vehicles has been observed during the conflict.

The imposition of stringent economic sanctions against Russia by U.S. and western European countries have caused multinational battery manufacturers to cease operations within the country. After the exodus of many western companies, the Russian automotive industry is relying upon Chinese manufacturers to fill in the supply gap.

Segment Analysis

The global automotive battery market is segmented based on battery, engine, ampere rating, vehicle and region.

IC Engine Still Account for Majority of the Global Demand

Internal combustion (IC) engines account for more than three-fourths of the global market. Automotive batteries are mainly used in IC engine vehicles to power various automotive subsystems. Although modern automotive batteries are long-lasting, they tend to require replacement over the operational life of the vehicles, which accounts for a significant demand in the aftermarket.

Electric vehicles (EVs) are witnessing rapid growth in production, with annual production surpassing 10 million units for the first time in 2022. Despite the impressive growth, EVs accounted for only about 14% of global automotive sales in 2022, according to data from the International Energy Agency (IEA). Over the long term, battery demand from electric vehicles is expected to overtake conventional IC engine vehicles.

Geographical Analysis

Pivot Towards Electric Vehicle Production to Propel Market Growth in North America

North America accounts for roughly a third of the global market. The region is highly developed and industrialized and has a mature automotive industry, with U.S. being home to various multionational automotive manufacturers. The current ongoing pivot towards electric vehicles support by various government initiatives will propel market growth in the region over the forecast period.

The inflation reduction act (IRA) passed in August 2022, by the U.S. government has unveiled a range of incentives to battery manufacturers. Under section 45-X of the act, battery manufacturers are eligible for tax credits of upto US$ 35 per kWh of battery capacity produced entirely in U.S. It is forecasted that total value of tax credits and other subsidies is expected to exceed US$ 196 billion over the next decade.

Battery manufacturers are expanding their production operations in U.S., as the U.S. industry strives to decouple strategic supply chains from China due to ongoing geopolitical tensions. For instance, in May 2023, Electrovaya, a Canadian battery manufacturer, announced plans to set up a new battery manufacturing facility in New York state U.S., with an annual capacity of 1 gWh.

Competitive Landscape

The major global players include: Panasonic Corporation, LG Chem, GS Yuasa International Ltd., Robert Bosch GmBH, Hitachi, Ltd., Exide Industries Ltd., Contemporary Amperex Technology Co., Limited, A123 Systems LLC, Samsung SDI Co., Ltd and BYD Motors Inc.

Why Purchase the Report?

To visualize the global automotive battery market segmentation based on battery, engine, ampere rating, vehicle and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of automotive battery market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The global automotive battery market report would provide approximately 64 tables, 65 figures and 195 Pages.

Target Audience 2023

Automotive Manufacturers
Battery Manufacturers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Battery
3.2. Snippet by Engine
3.3. Snippet by Ampere Rating
3.4. Snippet by Vehicle
3.5. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rising global automotive production
  - 4.1.1.2. Increasing adoption of battery material recycling
- 4.1.2. Restraints
  - 4.1.2.1. Growing concerns about environmental impact of battery disposal
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Battery

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 7.1.2. Market Attractiveness Index, By Battery
7.2. Lead-Acid Batteries*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Lithium-Ion Batteries
7.4. Others

8. By Engine

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 8.1.2. Market Attractiveness Index, By Engine
8.2. Internal Combustion (IC) Engine*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Electric Powertrain

9. By Ampere Rating

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 9.1.2. Market Attractiveness Index, By Ampere Rating
9.2. Below 50 Ah*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. 50-70 Ah
9.4. Above 70 Ah

10. By Vehicle

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.1.2. Market Attractiveness Index, By Vehicle
10.2. Passenger Vehicles*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Commercial Vehicles

11. By Region

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2. Market Attractiveness Index, By Region
11.2. North America
- 11.2.1. Introduction
- 11.2.2. Key Region-Specific Dynamics
- 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.7.1. U.S.
  - 11.2.7.2. Canada
  - 11.2.7.3. Mexico
11.3. Europe
- 11.3.1. Introduction
- 11.3.2. Key Region-Specific Dynamics
- 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.7.1. Germany
  - 11.3.7.2. UK
  - 11.3.7.3. France
  - 11.3.7.4. Italy
  - 11.3.7.5. Spain
  - 11.3.7.6. Rest of Europe
11.4. South America
- 11.4.1. Introduction
- 11.4.2. Key Region-Specific Dynamics
- 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.7.1. Brazil
  - 11.4.7.2. Argentina
  - 11.4.7.3. Rest of South America
11.5. Asia-Pacific
- 11.5.1. Introduction
- 11.5.2. Key Region-Specific Dynamics
- 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.7.1. China
  - 11.5.7.2. India
  - 11.5.7.3. Japan
  - 11.5.7.4. Australia
  - 11.5.7.5. Rest of Asia-Pacific
11.6. Middle East and Africa
- 11.6.1. Introduction
- 11.6.2. Key Region-Specific Dynamics
- 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
- 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
- 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle

12. Competitive Landscape

12.1. Competitive Scenario
12.2. Market Positioning/Share Analysis
12.3. Mergers and Acquisitions Analysis

13. Company Profiles

13.1. Panasonic Corporation*
- 13.1.1. Company Overview
- 13.1.2. Product Portfolio and Description
- 13.1.3. Financial Overview
- 13.1.4. Recent Developments
13.2. LG Chem
13.3. GS Yuasa International Ltd.
13.4. Robert Bosch GmBH
13.5. Hitachi, Ltd.
13.6. Exide Industries Ltd.
13.7. Robert Bosch GmbH
13.8. A123 Systems LLC
13.9. Samsung SDI Co., Ltd
13.10. BYD Motors Inc.

LIST NOT EXHAUSTIVE