電池板：市場佔有率分析、行業趨勢和統計、成長預測（2024-2029）

電池板市場規模預計到2024年為4.408億美元，預計到2029年將達到7.163億美元，在預測期內（2024-2029年）複合年成長率為10.20%。

主要亮點

• 從中期來看，鋰離子電池價格下降和可再生能源普及不斷提高推動能源儲存系統需求等因素預計將在預測期內推動電池板市場。
• 同時，鈷、鋰、銅等電池原料的供需失配預計將抑制研究期間電池板的需求。
• 也就是說，新材料（複合材料、合金等）和電池極板配置（袋極板）的技術進步提高了效率和永續性，可能會在預測期內為市場創造有利的成長機會。這是高度性的。
• 由於能源需求的增加，亞太地區是預測期內成長最快的市場。這一成長得益於印度、中國和澳大利亞等該地區國家的投資增加以及政府支持政策。

電池極板市場趨勢

汽車產業佔市場主導地位

• 在電池產業發展初期，消費性電子產業是電池的主要消費者。然而，近年來，隨著電動車（EV）銷量的增加，電動車（EV）製造商已成為鋰離子電池的最大消費者。
• 電動車不會排放二氧化碳或氮氧化物等溫室氣體，因此與傳統內燃機汽車 (ICE) 相比，它們對環境的影響較小。由於這一優勢，許多國家推出了補貼和政府計劃來鼓勵電動車的使用。
• 多個國家已宣布計劃未來禁止銷售內燃機汽車。挪威宣布計畫在 2025 年禁止銷售內燃機汽車，法國到 2040 年，英國到 2050 年。印度也計劃在 2030 年逐步淘汰內燃機，中國目前正在研究類似的計畫。
• 然而，截至2021年，沒有一個國家可以禁止傳統燃油汽車。這是因為電動車技術和電動車產業可能還沒有準備好應對這項舉措，這可能會對市場造成重大干擾。儘管如此，前瞻性公告正在促使電動車製造商大力投資研發活動。
• 電動車主要使用鋰離子電池。由於鋰離子電池成本下降，電動車的製造成本正在下降。在預測期內，電動車的價格預計將與汽油車持平。
• 根據國際能源總署（IEA）統計，2022年全球電動車電池年鋰需求量將約佔77kT。預計此類新興市場的開拓將在預測期內促進電池板市場的需求。
• 根據IEA統計，2022年，汽車鋰離子（Li-ion）電池需求達到550GWh，較2021年的330GWh大幅成長約65%。這一成長主要得益於電動小客車的日益普及，2022年新註冊量與前一年同期比較成長55%。
• 因此，在預測期內，汽車產業預計將主導電池板市場，因為電動車產業的需求預計將主導電池銷售。

亞太地區主導市場

• 2022 年，亞太地區佔據市場主導地位。隨著中國和印度等國家電動車的普及，以及都市化和購電平價格上升對電子設備的高需求，預測期內該地區對鋰離子電池的需求將大幅成長。預計將推動電池板的需求。
• 據估計，亞太地區很大一部分人口生活在沒有電力的情況下。他們依靠煤油和柴油等傳統燃料來為他們的燈供電和為行動電話充電。由於其技術優勢和鋰離子電池價格下降，鋰離子電池整合能源儲存方案的採用率可能會提高。預計這將在不久的將來成為鋰離子電池製造商和電池組件製造商的重大商機。
• 中國是最大的電動車市場之一，該國增加電動車的採用符合清潔能源政策。此外，中國政府也提供財政和非財政獎勵來鼓勵電動車的採用。根據IEA預測，截至2022年，中國電動車電池需求量為312GWh/年，佔全球電動車電池需求量的近56%。
• 2023年4月，特斯拉宣布計劃透過建造一座專門生產大型電池的新工廠來擴大在中國的業務。規劃中的上海工廠將能夠每年生產10,000台特斯拉Megapack能源儲存。 Megapack 工廠預計將於今年稍後開始建設，電池生產預計將於 2024 年夏季開始。
• 印度是世界上鋰離子電池成長最快的國家之一。該國沒有生產鋰離子電池所需的原料蘊藏量，電池芯和電池組均從其他國家（中國、越南、泰國）進口。然後在國內市場組裝或直接銷售。
• 2022年3月，印度政府宣布，根據先進化學電池（ACC）電池儲存PLI（生產連結獎勵計畫）計劃，向四家中標者授予50 GWh電池產能，總金額為22億美元。該生產設施預計將在兩年內建成。
• 激勵措施將根據印度製造的電池銷量進行支付，重點是在國內創造高付加。約55億美元將直接投資於ACC電池製造計劃。該獎勵計劃旨在鼓勵對印度國內供應鏈的新投資，並促進該國電池製造的本地化。
• 因此，由於上述因素，亞太地區預計將在預測期內主導電池板市場。

電池極板產業概況

電池極板市場處於半分散狀態。市場上的主要企業（排名不分先後）包括 Enersys、Exide Industries Ltd、GS Yuasa Corporation、FIAMM Energy Technology 和 Amara Raja Batteries Limited。

其他福利：

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

目錄

第1章簡介

• 調查範圍
• 市場定義
• 研究場所

第2章調查方法

第3章執行摘要

第4章市場概況

• 介紹
• 2028年之前的市場規模與需求預測（單位：美元）
• 最新趨勢和發展
• 政府法規政策
• 市場動態
  • 促進因素
    • 鋰離子電池價格下降
    • 能源儲存系統的普及
  • 抑制因素
    • 電池原料供需不符
• 供應鏈分析
• 波特五力分析
  • 供應商的議價能力
  • 消費者議價能力
  • 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章市場區隔

• 依電池類型
  • 鉛酸蓄電池
  • 鋰離子電池
  • 其他電池類型
• 依最終用戶
  • 車
  • 航太
  • 能源儲存
  • 電子產品
  • 其他最終用戶
• 依地區
  • 北美洲
    • 美國
    • 加拿大
    • 北美其他地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 其他亞太地區
  • 歐洲
    • 德國
    • 法國
    • 英國
    • 其他歐洲國家
  • 中東/非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非
    • 卡達
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地區

第6章 競爭形勢

• 併購、合資、聯盟、協議
• 主要企業策略
• Companies Profiles
  • Exide Industries Ltd.
  • Yokohama Batteries Sdn. Bhd.
  • GS Yuasa Corporation
  • Amara Raja Batteries Ltd.
  • Leoch International Technology Ltd.
  • Crown Battery
  • Hitachi Chemical Energy Technology
  • Enersys
  • Toshiba Corporation
  • Narada Power Source Co. Ltd.
  • Clarios, LLC.
  • Fiamm Energy Storage Solutions SpA

第7章 市場潛力及未來趨勢

The Battery Plate Market size is estimated at USD 440.80 million in 2024, and is expected to reach USD 716.30 million by 2029, growing at a CAGR of 10.20% during the forecast period (2024-2029).

Key Highlights

• Over the medium term, factors such as declining prices of lithium-ion batteries and increased penetration of renewable energy driving demand for energy storage systems are likely to drive the battery plate market in the forecast period.
• On the other hand, the demand-supply mismatch of battery raw materials like cobalt, lithium, copper, etc., which is expected to restrain the demand for battery plates in the studied period.
• Nevertheless, technological advancements in novel materials (composites, alloys, etc.) and configurations (bag plates) for battery plates to increase efficiency and sustainability will likely create lucrative growth opportunities for the market during the forecast period.
• Asia-Pacific is the fastest-growing market during the forecast period due to the rising energy demand. This growth is attributed to increasing investments, coupled with supportive government policies in the countries of this region, including India, China, and Australia.

Battery Plate Market Trends

Automotive Sector to Dominate the Market

• In the early years of the battery industry, the consumer electronics sector was the major consumer of batteries. But in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
• EVs do not emit CO2, NOX, or any other greenhouse gases and hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.
• Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is currently under the relevant research phase.
• However, as of 2021, conventional fuel-fired cars cannot be banned in any country, as the EV technology and the EV industry may not be ready for such a move, which can cause significant disruptions in the market. Nonetheless, announcements for the future have encouraged EV manufacturers to invest heavily in R&D activities.
• The EVs mainly use lithium-ion batteries. The declining lithium-ion battery costs have brought down the cost of EV manufacturing. During the forecast period, EVs are expected to reach price parity with gasoline-fired vehicles.
• As per International Energy Agency (IEA) statistics 2022, the annual lithium demand for EV batteries accounted for about 77 kT worldwide. Such developments are anticipated to aid the demand for battery plate market during the forecast period.
• According to the IEA, in 2022, the demand for automotive lithium-ion (Li-ion) batteries increased significantly by about 65% to reach 550 GWh, up from 330 GWh in 2021. This growth was mainly driven by the rising popularity of electric passenger cars, with new registrations showing a remarkable 55% increase in 2022 compared to the previous year.
• Therefore, as the demand from the EV sector is expected to dominate battery sales, the automobile segment is expected to dominate the battery plate market during the forecast period.

Asia-Pacific to Dominate the Market

• The Asia-Pacific region dominated the market in 2022. With the increasing deployment of electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, the demand for lithium-ion batteries is expected to witness significant growth in the region, driving demand for battery plates during the forecast period.
• A significant fraction of Asia-Pacific's population is estimated to live without electricity. It depends on conventional fuels, such as kerosene and diesel, for their lighting and mobile phone charging needs. Lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate due to their technical benefits and declining lithium-ion battery prices. This, in turn, is expected to create a significant number of opportunities for li-ion battery and battery component manufacturers in the near future.
• China is one of the largest markets for electric vehicles, and the increasing adoption of electric vehicles in the country has been in line with the clean energy policy. Moreover, the Government of China has been providing financial and non-financial incentives to promote the adoption of electric vehicles. According to IEA, as of 2022, the EV battery demand in China stood at 312 GWh/year, accounting for nearly 56% of global EV battery demand.
• In April 2023, Tesla announced its plans to grow its presence in China by constructing a new factory dedicated to manufacturing large-scale batteries. The upcoming plant, located in Shanghai, will be able to produce 10,000 units of Tesla's "Megapack" energy storage each year. Construction of the Megapack plant is anticipated to commence later this year, with battery production set to begin in the summer of 2024.
• India is one of the fastest-growing countries globally for lithium-ion batteries. The country does not have reserves of the required raw materials for producing lithium-ion batteries, and the cells and batteries are being imported from other countries (China, Vietnam, and Thailand). They are then either assembled or directly sold in the domestic market.
• In March 2022, the Government of India announced that 50 GWh of battery capacity had been granted to four successful bidders under the PLI (Production Linked Incentive) Scheme for Advanced Chemistry Cell (ACC) Battery Storage, totaling USD 2.2 billion. The manufacturing facilities are expected to be established within a two-year timeframe.
• The incentives will be disbursed based on the sale of batteries manufactured in India, focusing on achieving higher domestic value addition. The ACC Battery storage manufacturing projects will involve a direct investment of approximately USD 5.5 billion. The incentive structure aims to encourage the industry to foster new investments in the indigenous supply chain and promote deep localization for battery manufacturing in the country.
• Therefore, owing to the above factors, Asia-Pacific is expected to dominate the battery plate market during the forecast period.

Battery Plate Industry Overview

The battery plate market is semi fragmented. Some of the major players in the market (in no particular order) include Enersys, Exide Industries Ltd, GS Yuasa Corporation, FIAMM Energy Technology, and Amara Raja Batteries Limited, among others.

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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD, till 2028
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
    • 4.5.1.1 Declining Prices of Lithium-ion Batteries
    • 4.5.1.2 Increased Penetration of Energy Storage Systems
  • 4.5.2 Restraints
    • 4.5.2.1 Demand-supply Mismatch of Battery Raw Materials
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces 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 SEGEMENTATION

• 5.1 By Battery Type
  • 5.1.1 Lead-acid Battery
  • 5.1.2 Lithium-ion Battery
  • 5.1.3 Other Battery Types
• 5.2 By End-user
  • 5.2.1 Automotive
  • 5.2.2 Aerospace
  • 5.2.3 Energy Storage
  • 5.2.4 Electronics
  • 5.2.5 Other End-Users
• 5.3 By Geography
  • 5.3.1 North America
    • 5.3.1.1 United States
    • 5.3.1.2 Canada
    • 5.3.1.3 Rest of North America
  • 5.3.2 Asia-Pacific
    • 5.3.2.1 China
    • 5.3.2.2 India
    • 5.3.2.3 Japan
    • 5.3.2.4 Rest of Asia-Pacific
  • 5.3.3 Europe
    • 5.3.3.1 Germany
    • 5.3.3.2 France
    • 5.3.3.3 United Kingdom
    • 5.3.3.4 Rest of Europe
  • 5.3.4 Middle-East and Africa
    • 5.3.4.1 Saudi Arabia
    • 5.3.4.2 United Arab Emirates
    • 5.3.4.3 South Africa
    • 5.3.4.4 Qatar
  • 5.3.5 South America
    • 5.3.5.1 Brazil
    • 5.3.5.2 Argentina
    • 5.3.5.3 Rest of South America

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Companies Profiles
  • 6.3.1 Exide Industries Ltd.
  • 6.3.2 Yokohama Batteries Sdn. Bhd.
  • 6.3.3 GS Yuasa Corporation
  • 6.3.4 Amara Raja Batteries Ltd.
  • 6.3.5 Leoch International Technology Ltd.
  • 6.3.6 Crown Battery
  • 6.3.7 Hitachi Chemical Energy Technology
  • 6.3.8 Enersys
  • 6.3.9 Toshiba Corporation
  • 6.3.10 Narada Power Source Co. Ltd.
  • 6.3.11 Clarios, LLC.
  • 6.3.12 Fiamm Energy Storage Solutions SpA

7 MARKET OPPORTUNITIES and FUTURE TRENDS

• 7.1 Technological Advancements in Novel Materials to Increase Efficiency and Sustainability