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市場調查報告書
商品編碼
1494917
電動車電池市場至2030年的預測:按電池類型、電池容量、電池形式、材料類型、推進類型、電池組件、車輛類別、最終用戶和地區的全球分析Electric Vehicle Battery Market Forecasts to 2030 - Global Analysis By Battery Type, Battery Capacity, Battery Form, Material Type, Propulsion Type, Battery Component, Vehicle Class, End User and By Geography |
根據Stratistics MRC預測,2024年全球電動車電池市場規模將達1,543億美元,預計2030年將達到3,838億美元,預測期內年複合成長率為16.4%。
電動車(EV)電池是一種可充電電池組,用於為電動車的馬達提供動力。這些電池儲存電能並將其提供給馬達,使汽車無需內燃機即可運行。電動車電池對於車輛續航里程、性能和效率非常重要,也是電動車解決方案日益普及的核心。
根據國際能源總署(IEA)預測,2022年全球電動車銷量將突破1,000萬輛,較2021年成長55%。這種銷售量的快速成長將帶動電池需求的大幅成長,汽車鋰離子電池的需求將從2021年的約330GWh成長到2022年的550GWh,成長約65%。
擴大充電基礎設施
充電基礎設施的擴張將顯著推動電動車電池市場的發展。政府和私人組織投資建造更方便、更普及的充電站將使電動車(EV)擁有變得更加方便和實用。此類基礎設施的改善減少了潛在電動車購買者對續航里程的擔憂,使電動車成為更具吸引力的選擇,並直接支持對電動車電池的需求。
有限範圍
電動車續航里程有限仍然是電動車電池市場的主要限制因素。儘管電池技術取得了進步,但與傳統汽油動力汽車相比,對電動車續航里程的擔憂阻礙了一些消費者的轉變。這項限制影響了市場成長潛力,因為它限制了電動車的廣泛採用,特別是在充電基礎設施較差的地區。
電池回收的進展
電池回收的進步為電動車電池市場帶來了重大機會。隨著電動車需求的增加,需要一種永續且有效的方式來回收廢棄電池。回收技術的創新不僅可以解決環境問題,還可以透過回收有價值的金屬來幫助減少對原料的依賴。這將降低電動車電池的成本並建立更永續的供應鏈。
原料短缺
電動車電池所需的鋰、鈷、鎳等原料短缺,對電動車電池市場構成威脅。對這些原料的需求增加,加上地緣政治緊張局勢和地理供應有限,可能會導致供應鏈中斷和價格波動。這種情況可能會增加生產成本,影響電動車的負擔能力,並限制市場成長。
由於供應鏈中斷和電動車銷售暫時下降,COVID-19 大流行最初擾亂了電動車電池市場。然而,疫情過後,由於永續性擔憂的加劇和政府的支持政策,市場對電動車的需求激增,市場很快就展現了韌性。這次疫情加速了向電動車的轉變,並凸顯了電池生產中強大的本地供應鏈的重要性。
電池電動車(BEV)產業預計將在預測期內成為最大的產業
預計純電動車(BEV)細分市場將在預測期內成為最大的細分市場。僅靠電力運行的純電動車因其零排放、低營運成本和更長的續航里程而越來越受歡迎。該領域的成長與電動車市場的擴張直接相關,因為消費者和政府需要更清潔的交通途徑。
商用車領域預計在預測期內年複合成長率最高
商用車領域預計在預測期內年複合成長率最高。由於需要減少排放氣體並遵守嚴格的環境法規,電動巴士、卡車和貨車擴大用於商業用途,推動了該成長。電動商用車需要耐用、高容量的電池,推動電池技術和生產的進步。該領域的擴張反映了交通運輸領域電氣化的更廣泛趨勢。
亞太地區在電動車電池市場佔據主導地位,佔據最大的市場佔有率。這項優勢得益於電動車在中國和日本等國家的快速普及,並得到強力的政府政策、獎勵和電動車基礎設施投資的支持。該地區在電池製造和技術開發方面的主導地位進一步鞏固了其市場主導。
預計亞太地區電動車電池市場也將快速成長,在預測期內年複合成長率最高。環保意識的提高、燃油價格的上漲以及電動車製造商在該地區的不斷壯大推動了成長。此外,全部區域政府為促進電動車所採取的舉措,例如電動車補貼和免稅,預計將推動電動車電池的需求。
According to Stratistics MRC, the Global Electric Vehicle Battery Market is accounted for $154.3 billion in 2024 and is expected to reach $383.8 billion by 2030 growing at a CAGR of 16.4% during the forecast period. An Electric Vehicle (EV) Battery is a rechargeable battery pack used to power the electric motor of an EV. These batteries store electrical energy and supply it to the motor, enabling the vehicle to operate without internal combustion. EV batteries are crucial for vehicle range, performance, and efficiency, and are central to the growing adoption of electric mobility solutions.
According to the International Energy Agency (IEA), global electric car sales exceeded 10 million in 2022, up 55% relative to 2021. This surge in sales has driven a significant increase in battery demand, with automotive lithium-ion battery demand rising by about 65% to 550 GWh in 2022 from about 330 GWh in 2021.
Expansion of charging infrastructure
The expansion of charging infrastructure significantly drives the electric vehicle battery market. As governments and private entities invest in building more accessible and widespread charging stations, the convenience and practicality of owning electric vehicles (EVs) increase. This infrastructure development reduces range anxiety among potential EV buyers, making electric vehicles a more attractive option and directly boosting the demand for EV batteries.
Limited range
The limited range of electric vehicles remains a major restraint for the electric vehicle battery market. Despite advancements in battery technology, concerns about the driving range of EVs compared to traditional gasoline vehicles deter some consumers from making the switch. This limitation impacts the market's growth potential, as it restricts the broader adoption of electric vehicles, especially in regions with insufficient charging infrastructure.
Advancements in battery recycling
Advancements in battery recycling present a significant opportunity for the electric vehicle battery market. As the demand for EVs grows, so does the need for sustainable and efficient ways to recycle used batteries. Innovations in recycling technologies not only address environmental concerns but also help in reducing the dependency on raw materials by recovering valuable metals. This can lead to cost reductions and a more sustainable supply chain for EV batteries.
Raw material scarcity
The scarcity of raw materials required for EV batteries, such as lithium, cobalt, and nickel, poses a threat to the electric vehicle battery market. The increasing demand for these materials, coupled with geopolitical tensions and limited geographical availability, can lead to supply chain disruptions and price volatility. This scenario could increase production costs and impact the affordability of electric vehicles, thereby restraining market growth.
The Covid-19 pandemic initially disrupted the electric vehicle battery market due to supply chain interruptions and a temporary decline in EV sales. However, the market quickly demonstrated resilience as the demand for electric vehicles surged post-pandemic, driven by an increased focus on sustainability and supportive government policies. The pandemic accelerated the shift towards electric mobility, highlighting the importance of robust and localized supply chains for battery production.
The battery electric vehicles (BEV) segment is expected to be the largest during the forecast period
The battery electric vehicles (BEV) segment is expected to be the largest during the forecast period. BEVs, which run entirely on electric power, are gaining popularity due to their zero emissions, lower operating costs, and increasing range capabilities. The growth of this segment is directly tied to the expansion of the EV market, as consumers and governments push for cleaner transportation options.
The commercial vehicles segment is expected to have the highest CAGR during the forecast period
The commercial vehicles segment is expected to have the highest CAGR during the forecast period. This growth is attributed to the increasing adoption of electric buses, trucks, and vans for commercial use, driven by the need to reduce emissions and comply with stringent environmental regulations. Electric commercial vehicles require durable, high-capacity batteries, pushing advancements in battery technology and production. This segment's expansion reflects the broader trend towards electrification in the transportation sector.
The Asia Pacific region is positioned to dominate the electric vehicle battery market, holding the largest market share. This dominance is due to the rapid adoption of electric vehicles in countries like China and Japan, supported by strong government policies, incentives, and investments in EV infrastructure. The region's leading position in battery manufacturing and technology development further strengthens its market leadership.
The Asia Pacific region also anticipates rapid growth in the electric vehicle battery market, with the highest CAGR during the forecast period. The growth is fueled by increasing environmental awareness, rising fuel prices, and the growing presence of EV manufacturers in the region. Additionally, government initiatives across the region to promote electric mobility, such as subsidies and tax exemptions for EVs, are expected to drive the demand for electric vehicle batteries.
Key players in the market
Some of the key players in Electric Vehicle Battery Market include Contemporary Amperex Technology Co. Ltd. (CATL), Panasonic Corporation, LG Chem, BYD Company Limited, Samsung SDI Co., Ltd., SK Innovation Co., Ltd., A123 Systems LLC, Johnson Controls International plc, Toshiba Corporation, GS Yuasa Corporation, Hitachi Chemical Co., Ltd., Envision AESC, Northvolt AB, Lithium Energy Japan (LEJ), Farasis Energy, BAK Power Battery Co., Ltd., CALB (China Aviation Lithium Battery), EnerSys, Blue Solutions (Bollore Group), and Primearth EV Energy Co., Ltd. (PEVE).
In May 2024, leading electric-vehicle battery supplier Contemporary Amperex Technology Co. Ltd. (CATL) is expanding its lineup to capture diverse demand among automakers, including with a recent release that promises a 1,000 kilometer range on a single charge. Unveiled at the Beijing auto show on April 25, the Shenxing Plus builds on CATL's Shenxing lithium iron phosphate (LFP) battery released in August. The 1,000-km driving range was made possible by continuous technological advancements, said Gao Huan, chief technology officer of CATL's Chinese e-car business, that day.
In April 2024, Panasonic Energy is discussing a potential joint venture with Indian Oil to produce electric vehicle (EV) batteries in India. The company's interest in India comes after news broke that Tesla Giga Berlin is producing cars for the country. The Japanese battery supplier plans to produce cylindrical lithium-ion batteries in India. The two companies announced that their potential joint venture aims to cater to the growing demand for batteries for two and three-wheeler vehicles, along with energy storage systems in the Indian market.
In April 2024, Factorial Inc. (Factorial), an industry leader in the development of solid-state battery technology for electric vehicle (EV) applications, and LG Chem, a global leader in battery materials, today announced the signing of a memorandum of understanding (MOU) to accelerate the development of solid-state battery materials. The agreement aims to strengthen cooperation in the field of next-generation battery materials and secure future competitive advantage by combining LG Chem's battery material capabilities and Factorial's next-generation battery material and process innovations.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.