電池市場 - 增長、趨勢和預測 (2023-2028)

全球電池市場預計到今年年底將達到1324.4億美元。

預計在預測期內將繼續以 16.64% 的複合年增長率增長。

市場在 2020 年受到了 COVID-19 的影響。 我們現在處於大流行前的水平。

主要亮點

• 從長遠來看，市場預計將受到鋰離子電池價格下降和電動汽車中汽車電池使用量增加等因素的推動。
• 另一方面，電池製造原材料的供需不匹配可能會阻礙市場增長。
• 由於太陽能是間歇性能源，僅在白天發電，因此將離網太陽能與儲能相結合可顯著提高光伏裝置的利用率。 因此，光伏儲能在發達國家越來越受歡迎，並將在不久的將來為電池市場帶來重大機遇。
• 預計亞太地區將主導電池市場，需求主要來自中國、印度、日本和韓國。

電池市場趨勢

車用電池有望大幅增長

• 過去，只有採用內燃機 (ICE) 技術的汽車才是最受歡迎的。 然而，由於人們對環境問題的興趣日益濃厚，現在轉向了電動汽車 (EV)。 鋰離子電池具有能量密度高、自放電小、重量輕、易於維護等特點，主要用於電動汽車。
• 鉛蓄電池廣泛用於內燃機車。 在可預見的未來，這些電池有望成為唯一可大規模生產的電池系統。 對於 SLI 應用，在鋰離子電池被認為是鉛酸電池的可行替代品之前，需要顯著降低成本。
• 鋰離子電池系統是插電式混合動力汽車和電動汽車的驅動力。 這些電池包含唯一可以滿足 OEM 汽車續航裡程和充電時間要求的可用技術。 2021年全球電動汽車保有量將達到1649萬輛，較2020年的1024萬輛增長約9%。 預計電動汽車的增長也將推動對鋰離子電池的需求。
• 2022 年 1 月，為下一代鋰離子電池提供先進矽負極材料的 Nexeon Limited 將 NSP-1 技術授權給領先的先進材料公司 SKC，以促進汽車電池研究的進步。底部。
• 2022 年 2 月，Panasonic Corporation 宣布其 Energy Company 將在其位於日本西部的和歌山工廠建立用於電動汽車 (EV) 的大型圓柱形 4680（寬 46 毫米，高 80 毫米）鋰離子電池的生產設施。宣布成立
• 由於上述因素，汽車電池領域有望在預測期內實現顯著增長。

預計亞太地區將主導市場

• 亞太地區有幾個經濟增長國家，它們擁有得天獨厚的自然資源和人力資源。 中國和印度有望在未來幾年成為電池製造商的主要投資熱點，因為它們得到各自政府鼓勵製造業的政策層面支持。
• 在中國和印度，電動汽車的迅速普及和可再生能源發電廠的安裝預計會產生對電池的巨大需求。
• 中國是最大的電動汽車 (EV) 市場，預計 2021 年電動汽車銷量將超過 115 萬輛。 預計該國仍將是全球最大的電動汽車市場。 到 2021 年，中國將佔全球電動汽車銷量的近 40%。
• 此外，2022 年 1 月，中國將放寬乘用車 50% 的所有權規定。 此外，一項限制外國公司在國內生產類似汽車的合資企業的法律也已取消。
• 由於目前中國的電動汽車行業蓬勃發展，預計中國政府將在 2022 年將對電動汽車的補貼減少 30%，並在年底前取消。 計劃中的補貼削減旨在減少製造商在新技術和新車開發方面對政府資金的依賴。
• 此外，先進電池的開發在印度進展迅速。 作為其中的一部分，2022 年 6 月，印度理工學院馬德拉斯分校的研究人員開發了一種新型電動汽車電池技術。 他們開發了一種機械式可充電鋅空氣電池，這種電池比現有的鋰離子電池更經濟且保質期更長。 這種鋅空氣電池可用於兩輪和三輪電動汽車。
• 因此，亞太地區將繼續成為電池市場的主導區域。 幾個國家的城市化進程和個人消費的增加支撐了這一點，由於技術先進的設備和車輛帶來的好處，預計這將增加需求。

電池市場競爭分析

全球電池市場本質上是分散的。 主要公司（排名不分先後）包括 Contemporary Amperex Technology Co. Limited、BYD、Duracell Inc.、Tesla Inc. 和 Panasonic Corporation。

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
• 調查先決條件

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：十億美元）
• 到 2027 年按主要技術類型劃分的電池/原材料價格趨勢和預測
• 進出口分析（單位：百萬美元，按主要技術類型，按主要國家，到 2021 年
• 近期趨勢和發展
• 政府政策和法規
• 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

• 類型
  • 原電池
  • 充電電池
• 技術領域
  • 鉛蓄電池
  • 鋰離子電池
  • 鎳氫電池 (NiMH)
  • 鎳鎘 (NiCD) 電池
  • 鎳鋅電池
  • 液流電池
  • 鈉硫電池 (NAS)
  • 二氧化錳電池
  • 小型密封鉛酸蓄電池
  • 其他技術（雙碳電池、鋅碳電池、氧化銀電池等）
• 申請
  • 汽車電池（HEV、PHEV、EV）
  • 工業電池（動力、固定式（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
• 地區
  • 北美
  • 亞太地區
  • 歐洲
  • 南美洲
  • 中東和非洲

第六章競爭格局

• 併購、合資、合作、協議
• 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
  • Clarios（Formerly Johnson Controls International PLC）
  • LG Chem Ltd
  • Panasonic Corporation
  • VARTA AG
  • Samsung SDI Co. Ltd
  • Tesla Inc.
  • TianJin Lishen Battery Joint-Stock Co. Ltd

第7章 市場機會與未來動向

The global battery market is estimated to reach a value of USD 132.44 billion by the end of this year. It is projected to register a CAGR of 16.64% during the forecast period.

The market was negatively impacted by COVID-19 in 2020. Currently, it has reached pre-pandemic levels.

Key Highlights

• Over the long term, factors such as the declining lithium-ion battery prices and the growing usage of automotive batteries in electric vehicles are expected to drive the market.
• On the flip side, a mismatch in the demand and supply of raw materials for battery manufacturing is likely to hinder the market growth.
• As solar energy is an intermittent source and generates power only during the daytime, using off-grid solar power in conjunction with energy storage substantially enhances the utilization of solar PV units. As a result, energy storage with solar PV has been gaining popularity in developed countries, which is likely to create a huge opportunity for the battery market in the near future.
• Asia-Pacific is expected to dominate the battery market, with most of the demand coming from China, India, Japan, and South Korea.

Battery Market Trends

Automotive Batteries Expected to Witness Significant Growth

• Vehicles with internal combustion engine (ICE) technology were the only types preferred earlier. However, technology has now been shifting toward electric vehicles (EVs) due to growing environmental concerns. Lithium-ion batteries are predominantly used in EVs as they provide high energy density, low self-discharge, and low weight and require low maintenance.
• For ICE vehicles, lead-based batteries are being widely used. These batteries are expected to continue to be the only viable mass-market battery system for the foreseeable future. For SLI applications, lithium-ion batteries require heavy cost reductions to be considered a viable mass-market alternative to lead-based batteries.
• Lithium-ion battery systems propel plug-in hybrid and electric vehicles. These batteries contain the only available technology capable of meeting the OEM requirements for the vehicle's driving range and charging time. In 2021, the global stock of electric cars reached 16.49 million units, which increased by around 9% from 10.24 million units in 2020. This growth in EVs is expected to proped the demand for lithium-ion batteries as well.
• In January 2022, Nexeon Limited, a supplier of advanced silicon anode materials for next-generation lithium-ion batteries, licensed its NSP-1 technology to advanced material giant, SKC Co. Ltd. This contributed to the advancement of the research of automotive batteries.
• Also, in February 2022, Panasonic Corporation announced that its Energy Company will establish a production facility at its Wakayama Factory in western Japan to manufacture large cylindrical 4680 (46 mm wide and 80 mm tall) lithium-ion batteries for electric vehicles (EVs).
• Owing to the above-mentioned factors, the automotive batteries segment is expected to witness significant growth during the forecast period.

Asia-Pacific Expected to Dominate the Market

• Asia-Pacific has multiple growing economies with substantial natural and human resources. China and India are expected to be major investment hotspots for battery companies in the coming years because of policy-level support from the respective governments encouraging the manufacturing sector.
• The deployment of electric vehicles and the installation of renewable power plants in China and India are increasing rapidly, which is expected to create a massive demand for batteries.
• China is the largest market for electric vehicles (EVs), with over 1.15 million EVs sold in 2021. The country is expected to remain the world's largest electric car market. China accounted for almost 40% of the global sales of electric cars in 2021.
• Additionally, in January 2022, the 50% ownership rule was relaxed for passenger cars in China. Also, the laws restricting a foreign company from establishing more than two joint ventures producing similar vehicles in the country were removed.​
• The Government of China is expected to cut down subsidies on electric vehicles by 30% in 2022 and eliminate it by the end of the year, as the electric vehicle industry in the country is now thriving. The planned subsidy cut is aimed at reducing the reliance of manufacturers on governmental funds for the development of new technologies and vehicles.​
• India is also rapidly developing advanced batteries. As part of this, in June 2022, IIT Madras researchers developed a new kind of battery technology for electric cars. They developed mechanically-rechargeable zinc-air batteries, which are more economical than the existing lithium-ion batteries and have a longer shelf life. Zinc-air batteries can be used in two-wheeler and three-wheeler EVs.
• Therefore, owing to the above developments, Asia-Pacific is likely to remain the dominant region of the battery market, supported by the increasing urbanization and consumer spending across several countries, which is expected to ramp up the demand for technically advanced devices and vehicles due to the benefits provided by the same.

Battery Market Competitive Analysis

The global battery market is fragmented in nature. Some of the major players in the market (in no particular order) include Contemporary Amperex Technology Co. Limited, BYD Co. Ltd, Duracell Inc., Tesla Inc., 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 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 Battery/Raw Material Price Trends and Forecast, by Major Technology Type, till 2027
• 4.4 Import and Export Analysis in USD million, by Major Technology Type and Major Country, till 2021
• 4.5 Recent Trends and Developments
• 4.6 Government Policies and Regulations
• 4.7 Market Dynamics
  • 4.7.1 Drivers
  • 4.7.2 Restraints
• 4.8 Supply Chain Analysis
• 4.9 Porter's Five Forces Analysis
  • 4.9.1 Bargaining Power of Suppliers
  • 4.9.2 Bargaining Power of Consumers
  • 4.9.3 Threat of New Entrants
  • 4.9.4 Threat of Substitute Products and Services
  • 4.9.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type
  • 5.1.1 Primary Batteries
  • 5.1.2 Secondary Batteries
• 5.2 Technology
  • 5.2.1 Lead-acid Batteries
  • 5.2.2 Lithium-ion Batteries
  • 5.2.3 Nickel-metal Hydride (NiMH) Batteries
  • 5.2.4 Nickel-cadmium (NiCD) Batteries
  • 5.2.5 Nickel-zinc (NiZn) Batteries
  • 5.2.6 Flow Batteries
  • 5.2.7 Sodium-sulfur (NAS) Batteries
  • 5.2.8 Zinc-manganese Dioxide Batteries
  • 5.2.9 Small Sealed Lead-acid Batteries
  • 5.2.10 Other Technologies (Dual Carbon Batteries, Zinc-carbon Batteries, Silver-oxide Batteries, etc.)
• 5.3 Application
  • 5.3.1 Automotive Batteries (HEV, PHEV, and EV)
  • 5.3.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS)), etc.)
  • 5.3.3 Portable Batteries (Consumer Electronics, etc.)
  • 5.3.4 Power Tool Batteries
  • 5.3.5 SLI Batteries
  • 5.3.6 Other Applications
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Asia-Pacific
  • 5.4.3 Europe
  • 5.4.4 South America
  • 5.4.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading 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 Clarios (Formerly Johnson Controls International PLC)
  • 6.3.7 LG Chem Ltd
  • 6.3.8 Panasonic Corporation
  • 6.3.9 VARTA AG
  • 6.3.10 Samsung SDI Co. Ltd
  • 6.3.11 Tesla Inc.
  • 6.3.12 TianJin Lishen Battery Joint-Stock Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS