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電池市場 - 增長、趨勢和預測 (2023-2028)
市場調查報告書
商品編碼
1190032

電池市場 - 增長、趨勢和預測 (2023-2028)

Battery Cell Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

到 2022 年，電池芯市場預計將達到 420.8 億美元，預測期內的複合年增長率為 14.32%。

我們研究的市場在 2020 年受到 COVID-19 大流行的影響，並已恢復到大流行前的水平。 預計在預測期內，對電池的需求不斷增長將推動市場增長。 此外，主要受鋰離子電池價格下降推動的電動汽車的迅速普及預計將推動所研究市場的增長。 然而，缺乏電池金屬的直接可用性限制了市場增長。 隨著技術的進步，智能小工具的價格預計會下降並變得普通消費者能夠負擔得起，這有望在預測期內提供增長機會。

亞太地區主導市場，預計在預測期內將保持最高的複合年增長率。 大部分需求來自中國和印度等國家。

主要市場趨勢

稜鏡電池領域有望主導市場

稜柱形電芯是 1990 年代初引入電池行業的一種電芯。 最新的稜柱形電池滿足了對更薄尺寸的需求，並採用口香糖盒或小巧克力棒等雅緻包裝進行包裝。 矩形單元格通過分層方法充分利用空間。 也有方形的細胞被捲起來壓扁，形成偽方形的果凍卷。 這些電池通常用於 800mAh 至 4000mAh 的手機、平板電腦和輕薄型筆記本電腦。

稜柱形電池也有更大尺寸，封裝在焊接鋁製外殼中，容量從 20 到 50Ah。 它們主要用於混合動力和電動汽車的儲能係統和電力傳動系統。 因此，如果方形電池尺寸較大，則不適用於電動自行車和手機等小型設備。 稜柱形鋰電池具有最佳的單位體積功率能量比，使其成為物料搬運設備 (MHE) 的首選技術。 因此，這些電池適用於能源密集型應用。

這些電池單元類型因其高容量和稜柱形形狀而廣受歡迎，這使得連接四個電池單元以創建 12V 電池組變得很容易，從而提高了空間利用率並允許設計靈活性。正在獲勝。 它具有最高的標稱容量和千瓦時能量，電池的整體能量密度也高於其他電池。 這些電池不會膨脹。 這些優於其他電池的優勢使它們受到最終用戶的青睞。 然而，與圓柱形設計相比，它們的製造成本更高，熱管理效率更低，循環壽命更短。

2022 年 1 月，韓國電池巨頭 LG Energy Solution Ltd 計劃在其鋰離子電池系列中增加一種方形電池類型。 該公司透露，它可能會在其產品組合中增加一個矩形形狀，以擴大其客戶群。 隨著特斯拉和大眾等頂級電動汽車製造商在 2021 年初採用矩形電池，三星目前正在轉向使用以中國寧德時代為首的 LFP（磷酸鐵鋰）的矩形電池。SDI 和 SK ON 等本土競爭對手正在取得進展.

大眾汽車決定到 2030 年在其多達 80% 的電動汽車中使用稜柱形電池後，三星 SDI 和 SK-on 都轉向稜柱形封裝。 2022年7月，大眾汽車集團宣布將在德國薩爾茨吉特建立首家電芯工廠。 宣布高達 80% 的模型將使用稜鏡型統一電池。 該工廠預計將於 2025 年投產，新電池工廠名為 SalzGiga，預計年產能將達到 40GWh，相當於約 50 萬輛電動汽車。

因此，由於上述因素，方形電池部分有望在預測期內呈現顯著增長。

亞太地區有望實現顯著增長

亞太地區是最大的消費電子產品製造商和出口商，由於其高生產能力，主要由中國主導。 預計該地區將在預測期內主導消費電子製造業。 因此，亞太電池市場有望受益於消費電子領域的增長。

中國是世界領先的電池製造和使用國家之一，應用廣泛。 2020年，中國將生產全球76%的鋰離子電池和全球44%的電動汽車。 中國是電子行業的樞紐，這意味著 2021 年手機出口總額的近 48.4% 將來自中國，使中國成為電池行業的重要市場參與者。

韓國是圓柱形和方形電池的主要消費國，這些電池主要用於消費電子產品、家居用品和電動汽車電池。 近年來，隨著韓國半導體出口預期放緩，電動汽車用電池成為新的支柱，有望在未來幾年拉動韓國經濟。

2022年7月，GODI以21700顆圓柱形鋰離子電池“NMC811 3.65V-4.5Ah”成為印度首家獲得印度標準局（BIS）認證的公司。 該公司的目標是到 2024 年建立鋰離子電池製造工廠。 新獲得認證的電池有望滿足印度電動汽車和 ESS 行業的需求。 因此，未來的投資有望在預測期內推動印度電池市場的增長。

因此，由於上述因素，預計亞太地區在預測期內將出現顯著增長。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 調查範圍
  • 市場定義
  • 調查假設

第 2 章執行摘要

第三章研究方法論

第 4 章市場概述

  • 簡介
  • 到 2027 年的市場規模和需求預測（單位：億美元）
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 司機
    • 約束因素
  • 供應鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 按類型
    • 稜鏡類型
    • 圓柱形
    • 手袋
  • 通過使用
    • 汽車電池（HEV、PHEV、EV）
    • 工業電池（動力、固定（通信、UPS、儲能係統 (ESS) 等））
    • 便攜式電池（家用電器等）
    • 電動工具電池
    • SLI 電池
    • 其他用途
  • 區域信息
    • 北美
    • 亞太地區
    • 歐洲
    • 中東和非洲
    • 南美洲

第六章競爭格局

  • 併購、合作、合資
  • 主要參與者採用的策略
  • 公司簡介
    • BYD Co. Ltd
    • Contemporary Amperex Technology Co. Limited
    • Duracell Inc.
    • EnerSys
    • GS Yuasa Corporation
    • Shenzhen ACE Battery Co. Ltd
    • LG Energy Solution Ltd
    • Panasonic Corporation

第7章 市場機會與未來動向

簡介目錄
Product Code: 92066

The battery cell market is expected to reach USD 42.08 billion in 2022, registering a CAGR of 14.32% during the forecast period.

Although the market studied was affected by the COVID-19 pandemic in 2020, it recovered and reached pre-pandemic levels. The growing demand for battery cells is expected to boost the market's growth during the forecast period. The rapid adoption of electric vehicles, mainly fostered by the declining price of lithium-ion batteries, is also expected to drive the growth of the market studied. However, the lack of direct access to battery metals is restraining the market's growth. With technological advancements, the price of smart gadgets is expected to decline, making them more affordable to the public, which is expected to provide growth opportunities during the forecast period.

Asia-Pacific dominates the market and is expected to witness the highest CAGR during the forecast period. The majority of the demand comes from countries like China and India.

Key Market Trends

Prismatic Cell Segment is Expected to Dominate the Market

Prismatic cells are a type of battery cell in the battery industry that were introduced in the early 1990s. The modern prismatic cell fulfills the demand for thinner sizes and comes wrapped in elegant packages like a box of chewing gum or a small chocolate bar. The prismatic cells make optimal use of space by using the layered approach. Other designs are wound and flattened into a pseudo-prismatic jelly roll. These cells are mostly found in cell phones, tablets, and low-profile laptops ranging from 800 mAh to 4,000 mAh.

Prismatic cells are also available in large formats packaged in welded aluminum housings and deliver capacities of 20-50 Ah. These are primarily used in energy storage systems and for electric powertrains in hybrid and electric vehicles. Hence, the larger size of the prismatic cells makes them bad candidates for smaller devices like e-bikes and cellphones. Lithium prismatic cells are the preferred technology for material handling equipment (MHE), as the technology provides the best ratio of power and energy per volume unit. Therefore, these battery cell types are better suited for energy-intensive applications.

These battery cell types have gained popularity due to their large capacity and prismatic shape, making it easy to connect four cells and create a 12V battery pack, providing improved space utilization and allowing flexible design. It has the highest Ah nominal capacity and kWh energy and a higher overall battery energy density than other cells. These battery cells are not subject to swelling. Such advantages over other battery cell types make it preferable to the end users. However, it can be more expensive to manufacture, less efficient in thermal management, and have a shorter cycle life than the cylindrical design.

In January 2022, South Korean battery major LG Energy Solution Ltd planned to add a prismatic cell type to its lithium-ion battery lineup. The company revealed that it could add the prismatic form to its portfolio to broaden its customer base. The company's local competitors like Samsung SDI and SK On are moving onto prismatic cells with lithium-iron-phosphate (LFP), currently led by China's CATL, as top EV makers Tesla and Volkswagen adopted prismatic type earlier in 2021.

Korean players, both Samsung SDI and SK On, turned attention to rectangular packaging after Volkswagen decided that up to 80% of its electric vehicles would use prismatic batteries by 2030. In July 2022, Volkswagen Group announced the setup of its first battery cell factory in Salzgitter, Germany. It unveiled the prismatic unified cell would be used in up to 80% of its models. The plant is expected to start production by 2025, and the new cell plant, nicknamed SalzGiga, is expected to reach an annual capacity of 40 GWh, enough for about 500,000 electric vehicles.

Hence, due to the above-mentioned factors, the prismatic cell segment is expected to witness significant growth during the forecast period.

Asia Pacific is Expected to Witness Significant Growth

Asia-Pacific is the biggest manufacturer and exporter of consumer electronics, mainly dominated by China due to its large production capabilities. The region is expected to dominate the consumer electronics manufacturing sector during the forecast period. Hence, the Asia-Pacific battery market is expected to benefit from the growth of the consumer electronics sector.

China is one of the leading countries in the world that manufacture and utilizes batteries in a wide range of applications. In 2020, China manufactured 76% of the global lithium-ion battery and 44% of the global electric vehicles. The country is a hub of the electronic sector, i.e., nearly 48.4% of the total mobile phone export was from China in 2021, making China a significant market player in the battery cell industry.

South Korea is a major consumer of cylindrical and prismatic cells, primarily used in consumer electronics, household items, and electric vehicle batteries. Amid concerns about an anticipated slowdown in South Korean semiconductor exports in recent years, batteries for electric vehicles are emerging as a new pillar, which is expected to propel the country's economy in the coming years.

In July 2022, GODI became the first company in India to receive Bureau of Indian Standard (BIS) certification for its 21700 cylindrical NMC811 3.65V-4.5Ah lithium-ion cells. The company aims to set up a lithium-ion cell manufacturing factory by 2024. The newly certified cells are likely to cater to the needs of the EV and ESS sectors in India. Thus, such upcoming investments are expected to drive the battery cell market's growth in India during the forecast period.

Hence, due to the above-mentioned factors, the Asia-Pacific segment is expected to witness significant growth during the forecast period.

Competitive Landscape

The global battery cell market is fragmented. Some key players in this market (in no particular order) include LG Chem Ltd, Contemporary Amperex Technology Co. Limited, BYD Company Limited, GS Yuasa Corporation, and Panasonic Corporation.​

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
    • 4.5.2 Restraints
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Force Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Type
    • 5.1.1 Prismatic
    • 5.1.2 Cylindrical
    • 5.1.3 Pouch
  • 5.2 By Application
    • 5.2.1 Automotive Batteries (HEV, PHEV, EV)
    • 5.2.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
    • 5.2.3 Portable Batteries (Consumer Electronics etc.)
    • 5.2.4 Power Tools Batteries
    • 5.2.5 SLI Batteries
    • 5.2.6 Other Applications
  • 5.3 By Geography
    • 5.3.1 North America
    • 5.3.2 Asia-Pacific
    • 5.3.3 Europe
    • 5.3.4 Middle East and Africa
    • 5.3.5 South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Collaborations, and Joint Ventures
  • 6.2 Strategies Adopted by Key Players
  • 6.3 Company Profiles
    • 6.3.1 BYD Co. Ltd
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 Duracell Inc.
    • 6.3.4 EnerSys
    • 6.3.5 GS Yuasa Corporation
    • 6.3.6 Shenzhen ACE Battery Co. Ltd
    • 6.3.7 LG Energy Solution Ltd
    • 6.3.8 Panasonic Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS