市場調查報告書
商品編碼
1415524
全球電動商用車(CV)電池市場的成長機會Growth Opportunities in Global Electric Commercial Vehicle Battery Market |
脫碳努力和電動卡車的廣泛普及推動了對電池容量的需求
全球電動商用車 (CV) 銷量預計將從 2022 年的 397,146 輛成長到 2030 年的 630 萬輛,同期複合年成長率為 41.4%。因此,電動商用車的電池容量需求預計將在10年內成長117倍,從2020年的7.2GWh成長到2030年的840GWh。由於平均汽車電池容量顯著高於其他地區,預計到 2030 年,北美將佔全球電動車電池需求的 50%。
隨著電池製造商擴大電池生產規模以應對電動車需求的成長,人們將更加重視降低成本、提高能量密度以及使整個供應鏈更加穩健、清潔和永續性。事實將會如此。電池生態系統中的企業需要根據電池產業的需求快速回應並轉向。相關人員應該專注於使整個網路對波動更具彈性。隨著電池架構的發展,汽車製造商在電池價值鏈中的作用將擴大,並成為將電池直接整合到電池組或車身的電動車平台設計中不可或缺的一部分。
車載電池容量較低意味著體積和重量更小,這為增加體積和重量方面的有效負載容量創造了空間,有可能降低成本並增加電動商用車營運商的商機。支援電子商務和最後一哩交付興起的商用車領域的經營模式可能會使電池更換成為利基市場的可行選擇。充電基礎設施的擴建預計也將影響商用車的汽車電池容量。
Decarbonization Efforts and Proliferation of Electric Trucks Drive Demand for Battery Capacity
The global electric commercial vehicle (CV) sales are forecast to grow to 6.3 million units by 2030 from 397,146 units in 2022, at a CAGR of 41.4% over the period. This is expected to increase global aggregate battery capacity demand from electric CVs by 117 times in 10 years, from 7.2 GWh in 2020 to 840 GWh by 2030. North America is expected to make up 50% of the global battery demand for electric CVs by 2030 mainly due to significantly higher average battery capacity in vehicles compared to other regions.
As battery manufacturers scale up battery production in response to growing demand from EVs, there will be a greater focus on reducing cost, increasing energy density, and making the overall supply chain more robust, clean, and sustainable. Companies in the battery ecosystem will need to respond and pivot quickly according to the demands in the battery space. Stakeholders should focus on making the overall network more resilient to volatility. With transforming battery structures, the role of vehicle manufacturers in the battery value chain is poised to grow and become critical in designing EV platforms that integrate batteries directly into packs or vehicle chassis.
Less onboard battery capacity will mean lower volume and weight, making more room for higher payload capacity in terms of volume and weight, potentially reducing costs, and increasing revenue opportunity for electric CV operators. Business models in the CV space that align with the rise in eCommerce and last-mile delivery growth could make battery swapping a viable option in niche segments. Growing charging infrastructure will also impact onboard CV battery capacities.