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市場調查報告書
商品編碼
1351130
2030 年電池替換市場預測 - 按電池類型、服務類型、充電站類型、電池容量、車輛類型、用途和地區進行的全球分析Battery Swapping Market Forecasts to 2030 - Global Analysis By Battery Type, Service Type, Station Type, Battery Capacity, Vehicle Type, Application and By Geography |
根據Stratistics MRC預測,2023年全球電池替換市場規模將達29.5億美元,預計2030年將達到366億美元,預測期內年複合成長率為43.3%。
電池替換是指在替換站將電動車電量耗盡的電池替換為充滿電的電池的過程。此技術可解決里程焦慮問題,並減少汽車充電時間,讓電動車車主能夠快速且方便地充電。電動堆高機用途需要經常替換電池。這項發展可能會徹底改變電動車市場,並改善駕駛者的遠距旅行體驗。
根據國際能源總署(IEA)預測,經過年度的快速發展,2020年全球電動車銷量將達到1,000萬輛,較2019年成長43%。
越來越多的國家鼓勵使用電動車作為微出行,提供基礎設施,指定特定都市區作為服務試點,並與這些公司合作在本國發展微出行,我們正在推動。近年來,共用電動滑板車變得更加耐用和安全。經過十年的快速發展,國際能源總署(IEA)預計與前一年同期比較全球電動車銷量將達到1,000萬輛,較去年同期成長43%。日本委員會也提案了價值 240 億美元的公私合作計劃,以進一步刺激市場擴張。
除了電池之外,替換電池還需要投資庫存、設備和房地產。替換站必須位於人潮眾多、方便顧客抵達的地點,進而導致租金更高。對於嚴重依賴資本投資來長期生存的企業來說,資產利用非常重要。電池替換系統需要大量昂貴的電池,並且需要昂貴的機器人技術來替換電池,導致安裝成本高。此外,電池替換站必須建在比充電站更大的空間中,因為它們必須容納充滿電和放電的電池。
一連串不幸的電動車火災迫使公共和私營部門增加研發投資,以推進電池技術。電動車的日益普及為私人公司提供了許多潛在的激勵措施,以利用尖端的電池解決方案來利用不斷擴大的電動車市場。電池技術開發的進步將提高其有效性、安全性、安裝和替換。客戶只需支付能源成本,即可快速、經濟地替換電池,並獲得以客戶為中心的服務。新電池替換型號的眾多優勢可能會在預測期內提供利潤豐厚的市場機會。
阻礙電動車標準電池廣泛普及的關鍵要素是汽車無法同意並致力於開發專門適合使用標準化、替換電池組的汽車。電池標準化也存在問題。對市場上已有的電池規格進行標準化存在許多技術挑戰,目前大多數OEM都反對標準化。市場上缺乏的電池標準化是服務所有類型汽車的必要要求。
疫情導致許多國家全面封鎖,影響了電動車和電池零件的生產。世界各地的製造工廠關閉,最初嚴重打擊了電動車的銷售。然而,隨著封鎖的放鬆,大多數汽車製造商採取了必要的預防措施,並有限地恢復了汽車生產。
由於車隊和商業領域擴大採用電動車,兩輪車電池替換預計將在預測期內佔據最大的市場佔有率。電池替換技術提供了一種更快、更實用的充電解決方案,而不是需要數小時才能將車輛充滿電的傳統方法。該市場預計將擴大,部分原因是替換電站基礎設施的不斷完善以及政府鼓勵電動車普及的激勵措施。電動摩托車方便又實惠。另外,它們比汽車需要更少的維護。
隨著電動車車主擴大採用簡單且經濟高效的解決方案,訂閱市場預計將快速成長。透過使用這些服務,客戶可以在指定站點用充滿電的電池替換耗盡的電池,從而減少購買新電池的需求。對降低初期成本和不同電池類型之間切換的靈活性的需求不斷成長,將推動行業成長。
在預測期內,最大的電池替換地區預計將是亞太地區。燃油價格上漲和人口成長將增加貨運需求,特別是在中國、印度、泰國、菲律賓、印尼和馬來西亞等東南亞國家。各國政府正尋找替代燃料來減少碳足跡。這是因為大多數國家都承諾在 2050 年達到淨零排放。該地區的市場可能會受到政府透過補貼和生產激勵掛鉤計劃的支持的推動。
預計歐洲在預測期內將擁有最快的市場成長率。中國重要的電動車製造商NIO Power最近宣布計劃擴大業務,並將電動車產品線引入包括英國的歐洲。蔚來聯合創始人聲稱,英國將繼德國、荷蘭和瑞典之後,到 2023 年推出 ET5、ET7 和 EL8 電動車。隨著歐盟配合措施綠色出行和大量投資,Swobbee 等當地公司預計將在該地區發展工業。所有這些變化都促進了區域發展。
According to Stratistics MRC, the Global Battery Swapping Market is accounted for $2.95 billion in 2023 and is expected to reach $36.6 billion by 2030 growing at a CAGR of 43.3% during the forecast period. Battery swapping is the process of swapping out an electric vehicle's discharged battery for a fully charged one at a swapping station. This technology could potentially address the issue of range anxiety and shorten the time it takes to recharge a vehicle by enabling owners of electric vehicles to quickly and conveniently recharge their cars. Electric forklift applications frequently involve battery swapping. This development could completely change the EV market and improve drivers' access to long-distance travel.
According to the International Energy Agency, with ten years of rapid development, the number of electric cars sold globally hit 10 million in 2020, representing a 43% increase over 2019.
A growing number of nations are encouraging the use of electric vehicles (EVs) for micromobility by providing infrastructure, designating specific urban areas for service trials, and working with these companies to promote micromobility in their countries. Shared e-scooters have become more durable and safe over the past few years. The International Energy Agency estimates that after ten years of rapid development, 10 million electric cars will be sold worldwide in 2020, a 43% increase from the previous year. The Japanese commission also suggested 24 billion USD worth of public and private sector initiatives that will further spur market expansion.
Battery swapping necessitates investments in inventory, equipment, and real estate, in addition to batteries. The swapping stations must be positioned in busy areas that are straightforward for users to access, which will result in high rental costs. Asset utilization becomes crucial for long-term viability in a company that heavily relies on capital investments. A battery swapping system is expensive to set up because it needs a lot of expensive batteries to run and expensive robotic technology to switch the batteries. Additionally, a battery swap station must be built in a larger space than a charging station because it needs to accommodate both fully charged and discharged batteries.
The numerous unfortunate electric vehicle fire incidents have compelled both public and private actors to increase their investment in research and development to advance battery technology. The growing movement toward the use of electric vehicles has given private players many potential incentives to capitalize on the expanding electric vehicle market with cutting-edge battery solutions. Battery technologies are developing, which will enhance their effectiveness, safety, installation, and swapping. Customers will benefit from quick and affordable battery swapping since they only have to pay for energy costs, as well as customer-focused services. The many advantages of the new battery-swapping models will present lucrative market opportunities during the forecast period.
The major impediment to the anticipated deployment of standardized batteries for EVs is the inability of automakers to agree and commit to developing vehicles that are especially suited to run on standardized swappable battery packs. Battery standardization has its own set of issues. Standardizing battery specifications that are already available on the market presents numerous technical challenges, and the majority of OEMs are currently opposed to standardization. Standardization of batteries, which is lacking on the market, is a requirement in order to provide services for all types of vehicles.
The pandemic caused a complete lockdown in many nations, which had an effect on the production of electric vehicles and battery parts. Manufacturing facilities all over the world were shut down, and initially, sales of electric vehicles suffered greatly. As the lockdown eases, the majority of automakers have, however, started producing automobiles again in limited quantities by taking the necessary precautions.
Owing to the growing adoption of electric vehicles in the fleet and commercial sectors, two-wheeler battery swapping is anticipated to hold the largest market share during the forecast period. Instead of using conventional methods that take several hours to fully charge the vehicles, battery swapping technology is providing faster and more practical charging solutions. The market will expand as a result of ongoing improvements to the robust infrastructure of swapping stations and government incentives to promote EV adoption. Electric two-wheelers are convenient and reasonably priced. Additionally, they require less maintenance than cars do.
Due to EV owners' increasing adoption of simple, cost-effective solutions, the subscription market is expected to experience rapid growth. Customers can use these services to replace their dead batteries with fully charged ones at predetermined stations, reducing the need to buy batteries outright. The growing need for batteries to cost less up front and to offer flexibility in switching between different battery types will promote industry growth.
The largest region for battery swapping is anticipated to be Asia-Pacific during the forecast period. Because of rising fuel prices and population growth, freight transportation demand will increase, particularly in China, India, and other Southeast Asian nations like Thailand, the Philippines, Indonesia, and Malaysia. Governments are looking for alternative fuels in order to reduce carbon footprints because the majority of nations have committed to achieving net zero emissions by 2050. The market in this region will be driven by government support through subsidies and production incentive-linked schemes.
During the period of the forecast, Europe is anticipated to have among the market's fastest growth rates. NIO Power, a significant Chinese manufacturer of electric vehicles, recently announced plans to expand operations and introduce its line of electric vehicles to Europe, including the UK. The NIO co-founder claims that the company will introduce its ET5, ET7, and EL8 EVs in the UK by 2023, following the launches in Germany, the Netherlands, and Sweden. Along with EU initiatives for more environmentally friendly mobility and significant investment, local businesses like Swobbee and others are expected to advance the industry in this region. All of these changes encourage regional development.
Some of the key players profiled in the Battery Swapping Market include: BattSwap Inc., BYD Motors, Inc., Contemporary Amperex Technology Co., Limited, Echargeup Solutions Pvt. Ltd., Esmito Solutions Private Limited, Gogoro Inc., Immotor, Kwang Yang Motor Co. Ltd., Leo Motors Inc., Lithion Power Private Limited, NIO Power, Numocity Technologies Private Limited, Panasonic Corporation, Sun Mobility and Tesla Inc.
In September 2023, NITI Aayog spearheads efforts to standardise battery swapping policy. As part of this endeavour, NITI Aayog - public policy think tank of the Government of India - has urged the Ministry of Heavy Industries to convene a meeting with industry stakeholders. This move comes months after the industry failed to reach a consensus on the battery-swapping policy draft dated April 20, 2022.
In August 2023, Gogoro In, a global technology leader in battery-swapping ecosystems that enable sustainable mobility solutions for cities, announced a vehicle partnership with Swiggy, India's leading on-demand convenience delivery platform. This partnership with Gogoro is another key step in our commitment to creating greener and cost-effective solutions for our delivery fleet," said Mihir Shah, Head of Operations at Swiggy.
In April 2023, Gogoro Inc. a global technology leader in battery swapping ecosystems enabling sustainable mobility solutions for cities, launched its award winning battery swapping platform and Smartscooters in Delhi NCR. Focused on accelerating the adoption of sustainable last mile deliveries, this launch is part of Gogoro and Zypp Electric's (India's leading EV-as-a-Service platform) pilot.