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市場調查報告書
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1750757

固定用電池產業全球市場,2025-2035

Stationary Batteries Industry, Global, 2025-2035

出版日期: | 出版商: Frost & Sullivan | 英文 62 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

能源儲存和關鍵電力需求推動電池採用

政府和企業大力投資再生能源,尤其是太陽能和風能,以減少碳排放和對石化燃料的依賴。再生能源具有間歇性,因此需要投資補充電網支援解決方案。電池能源儲存解決方案可以穩定電網並為所有者提供商機。鋰離子電池在這個領域占主導地位。在電池能源儲存之外,情況有所不同。鉛酸電池在許多最終用戶領域已經很成熟,為企業提供了經濟高效的解決方案,並在電訊、公用事業設備、工業和資料中心等領域佔據主導地位。然而,隨著鋰離子電池技術在價格上與鉛酸電池相當,其應用將顯著增加。固定用電池市場規模預計將以 12.8%的年複合成長率從2024年的334億美元成長到2035年的1,112億美元。大部分成長將來自電網、商業和工業以及住宅電池能源儲存系統系統。隨著消費者越來越注重成本,並且能夠接觸到更廣泛的產品,成本、可用性、回收、更換和維護將在電池選擇中發揮關鍵作用。特定地區以及不願放棄現有技術的因素也會影響電池的選擇。政府的獎勵將推動新型電池化學技術的採用,並對未來的部署非常重要。

目錄

策略要務

  • 為何成長變得越來越困難?
  • The Strategic Imperative 8(TM)
  • 三大策略要務對固定用電池產業的影響

定義

  • 分析範圍
  • 電池能源儲存終端用戶細分與定義
  • 最終用戶細分和定義
  • 產業應用與定義
  • 區域細分

成長機會分析

  • 主要調查結果
  • 主要競爭對手-鋰離子
  • 主要競爭對手-鉛酸電池
  • 主要競爭對手-液流電池
  • 成長動力
  • 成長抑制因素
  • 預測先決條件
  • 收益預測
  • 依最終用戶預測收益
  • 各地區收益預測
  • 依應用分類的收益預測
  • 各地區收益預測分析

預測:依化學分類

  • 電池化學收益預測
  • 鋰離子電池終端用戶收益預測
  • 最終用戶收益預測-鉛酸
  • 依最終用戶的收益預測 - Flow
  • 最終用戶收益預測-鈉
  • 競爭環境
  • 頂級參與企業的收益佔有率-鋰離子電池
  • 鋰離子電池收益佔有率分析
  • 競爭環境
  • 鉛酸電池主要參與企業收益佔有率
  • 收益佔有率分析-鉛酸電池

預測:依最終用戶市場 - BESS

  • 電網規模電池儲能系統(BESS)的收益預測
  • 電網規模電池儲能系統(BESS)收益預測:依化學
  • C&I 電池儲能收益預測
  • C&I BESS 收益預測:依化學
  • 住宅電池儲能系統(BESS)收益預測
  • 住宅電池儲能系統(BESS)收益預測:依化學

預測:依最終用戶市場 - 工業電池

  • 資料中心收益預測
  • 資料中心收益預測:依化學
  • 電信收益預測
  • 電信公司化學品收益預測
  • 工業收益預測
  • 行業收益預測:依化學
  • 公用事業設備收益預測
  • 公用事業設備收益預測:依化學
  • 商業和公共設備收益及預測
  • 商業和公共設備收益預測:依化學
  • 電動車基礎設施收益預測
  • 電動車基礎設施收益預測:依化學
  • 交通基礎設施收益預測
  • 交通基礎設施收益預測:依化學
  • 石油和天然氣收益預測
  • 石油和天然氣收益預測:依化學
  • 離網系統收益預測
  • 離網系統收益預測:依化學

成長機會宇宙

  • 成長機會1:整合與地理擴張
  • 成長機會2:新產品開發
  • 成長機會3:用於電池儲存的二次電池

附錄

  • 其他競爭對手

後續步驟

  • 成長機會的益處和影響
  • 後續步驟
  • 文件清單
  • 免責聲明
簡介目錄
Product Code: PFUI-27

Energy Storage and Critical Power Requirements Drive Battery Usage

Governments and companies are investing heavily in renewable energy, especially solar pv and wind, to reduce carbon emissions and fossil fuel dependency. The intermittent nature of renewables requires investment in complimentary grid support solutions. Battery energy storage solutions can provide stability to grids and revenue opportunities for owners. Li-ion batteries dominate this segment. Beyond battery energy storage, the situation is different. Lead acid batteries are well-established in many end-user segments, providing companies with a cost-effective solution, and dominate segments such as telecom, utility equipment, industrial, and datacenters. However li-ion will make significant inroads as the technology reaches price parity with lead acid. The total market size for stationary batteries will increase from $33.4 billion in 2024 to $111.2 billion in 2035, at a compound annual growth rate (CAGR) of 12.8%. The majority of this growth comes from grid, commercial & industrial, and residential battery energy storage systems. Cost, availability, recycling, replacement, and maintenance play a significant role in determining battery choice, as consumers become cost-conscious and have access to a wide product range. The specific region and a reluctance to move away from established technologies also impact battery choice. Government incentives drive new battery chemistry adoption and will be crucial to future deployment.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8
  • Impact of the Top 3 Strategic Imperatives on the Stationary Battery Industry

Definitions

  • Scope of Analysis
  • Battery Energy Storage End-User Segmentation & Definitions
  • End-User Segmentation & Definitions
  • Industrial Applications & Definitions
  • Regional Segmentation

Growth Opportunity Analysis

  • Key Findings
  • Key Competitors-Lithium Ion
  • Key Competitors-Lead Acid
  • Key Competitors-Flow Batteries
  • Growth Drivers
  • Growth Restraints
  • Forecast Assumptions
  • Revenue Forecast
  • Revenue Forecast by End User
  • Revenue Forecast by Region
  • Revenue Forecast by Application
  • Revenue Forecast Analysis by Region

Forecast by Chemistry

  • Revenue Forecast by Battery Chemistry
  • Revenue Forecast by End User-Lithium Ion
  • Revenue Forecast by End User-Lead Acid
  • Revenue Forecast by End User-Flow
  • Revenue Forecast by End User-Sodium
  • Competitive Environment
  • Revenue Share of Top Participants-Li-ion Batteries
  • Revenue Share Analysis-Li-ion
  • Competitive Environment
  • Revenue Share of Top Participants-Lead Acid Batteries
  • Revenue Share Analysis-Lead Acid Batteries

Revenue Forecast by End User Market-BESS

  • Grid-Scale BESS Revenue Forecast
  • Grid-Scale BESS Revenue Forecast by Chemistry
  • C&I BESS Revenue Forecast
  • C&I BESS Revenue Forecast by Chemistry
  • Residential BESS Revenue Forecast
  • Residential BESS Revenue Forecast by Chemistry

Revenue Forecast by End User Market-Industrial Batteries

  • Datacenter Revenue Forecast
  • Datacenter Revenue Forecast by Chemistry
  • Telecom Revenue Forecast
  • Telecom Revenue Forecast by Chemistry
  • Industrial Revenue Forecast
  • Industrial Revenue Forecast by Chemistry
  • Utility Equipment Revenue Forecast
  • Utility Equipment Revenue Forecast by Chemistry
  • Commercial & Public Buildings Equipment Revenue Forecast
  • Commercial & Public Buildings Equipment Revenue Forecast by Chemistry
  • EV Infrastructure Revenue Forecast
  • EV Infrastructure Revenue Forecast by Chemistry
  • Transport Infrastructure Revenue Forecast
  • Transport Infrastructure Revenue Forecast by Chemistry
  • Oil & Gas Revenue Forecast
  • Oil & Gas Revenue Forecast by Chemistry
  • Offgrid Systems Revenue Forecast
  • Offgrid Systems Revenue Forecast by Chemistry

Growth Opportunity Universe

  • Growth Opportunity 1: Consolidation and Geographic Expansion
  • Growth Opportunity 2: New Product Development
  • Growth Opportunity 3: Second-life Batteries for Battery Storage

Appendix

  • Other Competitors

Next Steps

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