全球電動汽車電池測試與診斷服務業（2025-2034）

電池化學的進步推動了測試和診斷領域的創新成長和技術進步

電池是電動車 (EV) 中最昂貴的部件，有效的電池診斷和維修是電動車市場永續性的關鍵因素。正確的診斷、設備維修和服務不僅可以透過有針對性的維修和避免昂貴的更換來降低消費者的整體維護成本，而且還可以提高效率、安全性和性能。人工智慧和機器學習的融合、第二生命應用和循環經濟等變革趨勢對於電池測試和診斷的發展至關重要。

在本報告中，Frost & Sullivan 分析了電動車電池測試、診斷和維修服務的趨勢。其他重要資訊是：

• 電動車電池診斷方法
• 未來的電池測試和診斷技術
• 商業相關人員採用的經營模式/技術
• 未來十年對各種電池化學成分的修復需求
• 競爭環境（重點關注特定參與企業）
• 相關人員的機會

三大戰略挑戰對電動車電池測試與診斷產業的影響

創新經營模式

• 原因：消費者對電動車 (EV) 的接受度不斷提高，推動了對電池診斷和測試的需求。
• 為了迎合不同的客戶群體，包括私人電動車車主、車隊營運商和經銷商，測試和診斷公司正在選擇不同的經營模式。
• Frost 的觀點：電池即服務(BaaS)、租賃和健康監測訂閱等經營模式正變得越來越重要。
• 目標商標產品(OE) 和獨立售後市場 (IAM) 通路採用的這些診斷經營模式將透過提供易於維護的感覺在維持客戶對電動車的興趣方面發揮關鍵作用。

競爭激烈程度

• 原因：針對不同客戶群量身訂做的診斷解決方案對於競爭優勢至關重要。
• 車隊公司、私人電動車司機和物流服務提供者在監控和診斷方面有不同的要求。
• 弗羅斯特的觀點是：全面、客製化的診斷服務將是關鍵，涵蓋從監控和預測性維護到報廢服務。
• 然而，提供此類服務需要價值鏈中各個診斷相關人員之間建立廣泛的夥伴關係。

顛覆性技術

• 原因：具有更高密度、更快充電速度和更高安全性的新型電池化學成分正在接受研究、測試和部署。
• 固態電池、鈉離子電池和石墨烯電池是未來幾年可能變得突出的電池化學材料。
• 弗羅斯特的看法：新的電池化學成分增加了診斷的初始資本成本，因為它們需要針對每種特定化學類型配備更先進的工具。
• 然而，隨著電池性能的提高，診斷和維修的整體成本將會降低。

分析範圍

地理範圍：全球（美洲/歐洲/亞太地區/非洲和中東）

電池化學：鎳錳鈷 (NMC) / 鐵磷酸鋰 (LFP) / 鎳鈷鋁氧化物 (NCA) / 其他（各種電池化學成分的組合，例如鋰鈷氧化物 [LCO]、鋰錳氧化物 [LMO]、鋰金屬聚合物 [LMP]、鈦酸鋰 [LTO]、鎳金屬氫化物 [LMO]、鋰金屬聚合物 [LMP]、鈦酸鋰 [LTO]、鎳金屬氫化物 [LMO]、鋰金屬聚合物 [LMP]、鈦酸鋰 [LTO]、鎳金屬氫化物 [LMO]、鋰金屬聚合物 [LMP]、鈦酸鋰 [LTO]、鎳金屬氫化物 [NiMH] 等）

車輛類別：1-3級乘用車

研究目標：本研究的目的是分析改變電動車電池測試、診斷和維修服務的趨勢。

• 影響電池診斷和修復的趨勢
• 電動汽車電池的診斷方法
• 未來電池測試和診斷技術
• 相關人員採用的經營模式/技術
• 電池診斷/維修市場相關人員的機遇
• 未來十年對各種電池化學成分的修復需求
• 競爭環境：選定公司概覽

成長抑制因素

限制因素

• 缺乏電池標準化：需要不同的測試和診斷工具來適應不同的電池標準，從而增加整體成本。
• 電動車的總擁有成本（TCO）不確定：電池轉售價值和更換成本缺乏透明度，使得車隊所有者難以計算準確的 TCO。
• 資本密集設備：電動車電池測試和診斷設備的資本成本效益不高，這使得中小企業難以進入市場。
• 資料安全：車輛資料的廣泛收集和雲端基礎的診斷平台的使用引發了消費群組的安全疑慮。
• 整合到舊款電動車模型：使用新的電動車電池診斷方法升級/改造舊款電動車模型可能很複雜且成本高昂。

成長動力

促進因素：能源儲存系統的使用日益增多

引入電網平衡和可再生能源與能源儲存系統系統的整合需要進行大規模電池測試。

驅動力：循環經濟

測試和診斷有助於評估電池在二次應用時的確切剩餘使用壽命。

驅動程式：整合遠距離診斷

整合的遠端車輛診斷不僅可以最佳化充電模式，還可以實現及時維護。

促進因素：電池技術的進步

在測試/診斷未來的電池時，獨特且專業的技術/方法對於確保準確性至關重要。

促進因素：監理合規性

監控電池健康狀況並確保符合當地法規的診斷工具推動了電池維修的品質標準。

競爭環境

參賽人數：20

競爭因素：技術採用、經營模式與業務類型適用性

主要終端使用產業：電動車駕駛員、車隊營運商

值得關注的競爭對手：電動車製造商：特斯拉、比亞迪、福斯；非電動車製造商：Aviloo GmbH、SK On、Recurrent

主要收益模式：售後服務、診斷/維修

主要競爭對手

• BYD
• Tesla
• BMW
• GAC
• Volkswagen
• Mercedes Benz
• Geely
• Nissan
• SK On
• LG Energy Solution
• MAHLE
• DEKRA
• Aviloo
• Recurrent
• Cox Automotive
• Midtronics, Inc.
• Bosch Automotive Service Solutions Inc.
• Geotab
• Lepont
• Neware Technology

目錄

成長環境：電動汽車電池測試與診斷服務產業的轉型

• 為何成長變得越來越困難？
• The Strategic Imperative 8（TM）
• 三大策略挑戰對電動車電池測試與診斷服務產業的影響

電動汽車電池測試與診斷服務產業生態系統

• 分析範圍
• 操作流程和重點
• 本次調查回答的問題
• 競爭環境
• 主要競爭對手

電動汽車電池測試和診斷服務產業的成長要素

• 成長指標
• 成長動力
• 成長抑制因素
• 預測考慮因素
• 影響電池測試和診斷的潛在趨勢
• 標準化電池測試需求的組織
• 電動車電池測試標準
• 影響電動車電池測試和診斷的政府政策：歐洲
• 影響電動車電池測試和診斷的政府政策：美國和加拿大
• 電池維修和更換流程
• 價值鏈相關人員之間的合作
• 保固期後電池更換成本和平均電池尺寸
• 相關人員的診斷/修復佔有率
• 電池修復預測
• 根據陰極化學預測電池修復
• 按地區分類的電池修復預測
• 陰極化學電池修復預測：NMC
• 電池修復預測（按陰極化學）：LFP
• 陰極化學電池修復預測：NCA
• 依陰極化學成分預測電池修復：其他
• 主要發現

成長要素：電動汽車電池測試與診斷技術概述

• 電動車電池測試/診斷：重點關注
• 消費者使用過程中的電動車電池測試/診斷：關鍵測試方法
• 電池到模組到電池組測試
• 電池模組和電池組級別：測試程序和應用
• Second Life 測試解決方案
• 電動汽車電池管理系統/診斷：重點關注
• 電動車電池管理系統/診斷：功能調查方法
• 電動車電池管理/診斷：關鍵經營模式
• 電動車電池管理/診斷：現有技術
• 電動車電池管理/診斷：一項有前途的技術
• 電動車電池管理/診斷：前景光明的技術概述
• 有前景的技術：方法/結果
• 有前景的技術：電池診斷/測試服務中的潛在應用
• 電池化學/技術變化/潛在影響診斷
• 化學/電池技術的變化/進步對診斷的影響
• 電池診斷對零件和售後業務的影響

成長要素：美洲

• 成長指標
• 電池修復預測
• 根據陰極化學預測電池修復
• 陰極化學電池修復預測：NMC
• 電池修復預測（按陰極化學）：LFP
• 陰極化學電池修復預測：NCA
• 依陰極化學成分預測電池修復：其他

成長要素：歐洲

• 成長指標
• 電池修復預測
• 根據陰極化學預測電池修復
• 陰極化學電池修復預測：NMC
• 電池修復預測（按陰極化學）：LFP
• 陰極化學電池修復預測：NCA
• 依陰極化學成分預測電池修復：其他

成長要素：亞太地區

• 成長指標
• 電池修復預測
• 根據陰極化學預測電池修復
• 陰極化學電池修復預測：NMC
• 電池修復預測（按陰極化學）：LFP
• 陰極化學電池修復預測：NCA
• 依陰極化學成分預測電池修復：其他

成長要素：非洲和中東

• 成長指標
• 電池修復預測
• 根據陰極化學預測電池修復
• 陰極化學電池修復預測：NMC
• 電池修復預測（按陰極化學）：LFP
• 陰極化學電池修復預測：NCA
• 依陰極化學成分預測電池修復：其他

比賽概況

• 電動車OEM電池售後服務：商業模式
• 電動車OEM製造商保固/診斷/回收能力概述
• 電動車原始設備OEM技術採用概況
• 經營電池測試/診斷業務的非電動汽車製造商
• 電池診斷機會（按相關人員分類）： OEM
• 電池診斷機會（按相關人員）：IAM
• 電池診斷機會（相關人員） ：設備供應商/軟體解決方案供應商

公司簡介

• 電動車製造商：特斯拉
• 電動車製造商：比亞迪
• 電動車製造商：大眾
• 非電動車製造商：Aviloo Battery Diagnostics GmbH
• 非電動車製造商：SK On
• 非電動車製造商：Recurrent

電動汽車電池測試和診斷服務行業的成長機會領域

• 成長機會1：與原始OEM和車隊營運商的合作
• 成長機會二：加大對能源儲存市場的關注
• 成長機會3：利用充電基礎設施監控電池

最後的話

• 最後的話

附錄與後續步驟

• 成長機會的益處和影響
• 後續步驟Next steps
• 附件列表
• 免責聲明

Battery Chemistry Evolution is Driving the Transformational Growth and Technological Advancements of Testing and Diagnostics

Since the battery is the most expensive component of an electric vehicle (EV), effective battery diagnostics and repair have become a crucial sustainability element in the EV market. Appropriate diagnostics and repair equipment and services not only reduce overall maintenance costs for consumers by targeting repair and preventing expensive replacements but also enhance efficiency, safety, and performance. Transformative trends, such as the integration of artificial intelligence and machine learning, second-life applications, and the circular economy, are vital to the evolution of battery testing and diagnostics.

In this report, Frost & Sullivan analyzes trends in EV battery testing and diagnostics/repair services. Other important information includes:

• EV battery diagnostics approaches
• Futuristic battery testing and diagnostics technology
• Business models/technology adopted by operating stakeholders
• Repair demand for various battery chemistries in the next 10 years
• Competitive environment, focusing on selected participants
• Opportunities for stakeholders

The Impact of the Top 3 Strategic Imperatives on the EV Battery Testing and Diagnostics Industry

Innovative Business Models

• Why: Consumers' growing acceptance of electric vehicles (EVs) increases the need for battery diagnostics and testing.
• Testing and diagnostics players opt for various business models to cater to different customer groups, such as individual EV owners, fleet operators, and dealerships.
• Frost Perspective: Business models such as battery-as-a-service (BaaS), leasing, and health monitoring subscription gain significance.
• These diagnostics business models adopted by original equipment (OE) and independent aftermarket (IAM) channels play a crucial role in retaining customer interest in EVs by providing a sense of easy maintenance.

Competitive Intensity

• Why: Customized diagnostics solutions for different customer groups will be vital in gaining an edge in the competition.
• This is because fleet companies, individual EV drivers, and logistics service providers will have different requirements when it comes to monitoring and diagnostics.
• Frost Perspective: Comprehensive, tailored diagnostics services-from monitoring and predictive maintenance to end-of-life services-will become important.
• However, providing such services will require extensive partnerships among various diagnostics stakeholders in the value chain.

Disruptive Technologies

• Why: New battery chemistries for higher density, faster charging, and better safety are under research, pilot, and introduction stages.
• Solid-state, sodium-ion, and graphene-based batteries are some battery chemistries likely to become more prominent in the coming years.
• Frost Perspective: New battery chemistries will increase the initial capital cost for diagnostics as they will require advanced tools catering to specific chemistry types.
• However, the overall cost of diagnostics and repair will decline as the performance of batteries improves.

Scope of Analysis

Geographic Scope: Global (Americas/Europe/Asia-Pacific/Africa and the Middle East)

Battery Chemistry: Nickel manganese cobalt (NMC)/lithium ferrophosphate (LFP)/nickel-cobalt-aluminum oxide (NCA)/others (combination of various battery chemistries, such as lithium cobalt oxide [LCO], lithium manganese oxide [LMO], lithium-metal-polymer [LMP], lithium-titanate-oxide [LTO], and nickel-metal hydride [NiMH]) Vehicle Category Passenger Vehicle Class 1 to 3 Study

Objective The study aims to analyze the transformative trends in EV battery testing and diagnostics/repair services Focus

• Trends impacting battery diagnostics and repair
• EV battery diagnostics approaches
• Future battery testing and diagnostics technology
• Business models/technology adopted by operating stakeholders
• Opportunities for stakeholders in the battery diagnostics/repair market
• Repair demand for various battery chemistries in the next 10 years
• Competitive environment - Overview of selected players

Growth Restraints

Restraint

• Lack of Battery Standardization: Various testing and diagnostic tools are required to cope with different battery standards, increasing the overall cost.
• Uncertain Total Cost of Ownership (TCO) of EVs: Uncertainty around battery resale value and replacement cost makes it difficult for fleet owners to calculate the accurate TCO.
• Capital Intensive Equipment: EV battery testing and diagnostics equipment are not capital cost-efficient, which will restrict easy entry for new smaller players.
• Data Security: The extensive collection of vehicle data and usage of cloud-based platforms for diagnostics will cause safety concerns among consumer groups.
• Integration into Older EV Models: Upgrading/Retrofitting older EV models with new EV battery diagnostics methods can be complex and expensive.

Growth Drivers

Driver: Growing Use of Energy Storage Systems

Deploying grid balancing and renewable energy integration via energy storage systems requires extensive battery testing.

Driver: Circular Economy

Testing and diagnostics help assess the accurate remaining useful life of batteries for the second use.

Driver: Integrated Remote Diagnostics

Integrated remote vehicle diagnostics not only optimize charging patterns but also enable timely maintenance.

Driver: Advancements in Battery Technology

Exclusive and specialized techniques/methods become inevitable when testing/diagnosing futuristic batteries to ensure accuracy.

Driver: Regulatory Compliance

Diagnostic tools to monitor battery conditions and ensure compliance with the respective region's regulations will drive quality standards in battery services.

Competitive Environment

Number of Competitors: 20

Competitive Factors: Technology adoption, Business model, Business type applicability

Key End-user Industry Verticals: EV drivers, Fleet operators

Notable Competitors: EV manufacturers: Tesla, BYD, Volkswagen; Non-EV manufacturers: Aviloo GmbH, SK On, Recurrent

Predominant Revenue Model: Aftermarket services, Diagnostics/Repair

Key Competitors

• BYD
• Tesla
• BMW
• GAC
• Volkswagen
• Mercedes Benz
• Geely
• Nissan
• SK On
• LG Energy Solution
• MAHLE
• DEKRA
• Aviloo
• Recurrent
• Cox Automotive
• Midtronics, Inc.
• Bosch Automotive Service Solutions Inc.
• Geotab
• Lepont
• Neware Technology

Table of Contents

Growth Environment: Transformation in the EV Battery Testing and Diagnostic Services Industry

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the EV Battery Testing and Diagnostics Industry

Ecosystem in the EV Battery Testing and Diagnostic Services Industry

• Scope of Analysis
• Process Flow and Focus
• Questions This Study Will Answer
• Competitive Environment
• Key Competitors

Growth Generator in the EV Battery Testing and Diagnostic Services Industry

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Potential Trends Impacting Battery Testing and Diagnostics
• Organizations Standardizing Battery Testing Requirements
• EV Battery Testing Standards
• Government Policies Influencing EV Battery Testing and Diagnostics: Europe
• Government Policies Influencing EV Battery Testing and Diagnostics: United States and Canada
• Battery Repair/Replacement Process
• Collaborations Among Value Chain Stakeholders
• Post-warranty Battery Replacement Cost and Average Battery Size
• Diagnostics/Repair Share by Operating Stakeholder
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Region
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others
• Key Findings

Growth Generator: EV Battery Testing and Diagnostics Technology Overview

• EV Battery Testing/Diagnostics: Primary Focus
• EV Battery Testing/Diagnostics in Consumer Usage Phase: Predominant Testing Methods
• Cell Vs Module Vs Pack Testing
• Battery Module and Pack Level: Testing Procedure and Applications
• Second-life Test Solutions
• EV Battery Management System/Diagnostics: Primary Focus
• EV Battery Management System/Diagnostics: Functioning Methodology
• EV Battery Management/Diagnostics: Key Business Models
• EV Battery Management/Diagnostics: Key Existing Technologies
• EV Battery Management/Diagnostics: Potential Futuristic Technologies
• EV Battery Management/Diagnostics: Potential Futuristic Technologies Overview
• Potential Futuristic Technologies: Working Methodology/Outcome
• Potential Futuristic Technology: Applicability in Battery Diagnostics/Testing Services
• Changing/Upcoming Battery Chemistry/Technology Impacting Diagnostics
• Diagnostics Functions Impacted by Changing/Upcoming Chemistry/Battery Technology
• Battery Diagnostics' Impact on Parts/Service Aftersales Business

Growth Generator: Americas

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Growth Generator: Europe

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Growth Generator: Asia-Pacific

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Growth Generator: Africa and the Middle East

• Growth Metrics
• Battery Repair Forecast
• Battery Repair Forecast by Cathode Chemistry
• Battery Repair Forecast by Cathode Chemistry: NMC
• Battery Repair Forecast by Cathode Chemistry: LFP
• Battery Repair Forecast by Cathode Chemistry: NCA
• Battery Repair Forecast by Cathode Chemistry: Others

Competitor Overview

• EV OEM Battery Aftersales Services: Operating Models
• EV OEM Warranty/Diagnostics/Recycling Capability Overview
• EV OEM Technology Adoption Overview
• Selected Non-EV Manufacturers Operating in Battery Testing/Diagnostics
• Opportunities in Battery Diagnostics by Stakeholder: OEM
• Opportunities in Battery Diagnostics by Stakeholder: IAM
• Opportunities in Battery Diagnostics by Stakeholder: Equipment Supplier/Software Solution Provider

Company Profiles

• EV Manufacturer: Tesla
• EV Manufacturer: BYD
• EV Manufacturer: Volkswagen
• Non-EV Manufacturer: Aviloo Battery Diagnostics GmbH
• Non-EV Manufacturer: SK On
• Non-EV Manufacturer: Recurrent

Growth Opportunity Universe in the EV Battery Testing and Diagnostic Services Industry

• Growth Opportunity 1: Collaborate with OEMs and Fleet Operators
• Growth Opportunity 2: Expand Focus on the Energy Storage Market
• Growth Opportunity 3: Use Charging Infrastructure for Battery Monitoring

The Last Word

• The Last Word

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer