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市場調查報告書
商品編碼
1569793
2030 年先進電池市場預測:按類型、電壓等級、應用和地區分類的全球分析Advanced Battery Market Forecasts to 2030 - Global Analysis By Type, Voltage Level (High Voltage, Low Voltage and Medium Voltage ), Application and By Geography |
根據Stratistics MRC的數據,2024年全球先進電池市場規模為1,069.4億美元,預計到2030年將達到1,915.2億美元,預測期內複合年成長率為10.2%。
先進電池是下一代能源儲存系統,與傳統電池相比具有更優越的性能。這些電池旨在提高能量密度、功率輸出、充電速度和使用壽命,同時減輕重量、成本和環境影響。先進電池通常採用鋰離子、固體電解質等尖端材料以及鋰硫和鈉離子等創新化學物質,以提高效率和安全性。
電動車需求不斷成長
隨著越來越多的消費者為了環境效益和效率而轉向電動車,製造商面臨著提高電池性能、容量和耐用性的壓力。鋰離子電池是電動車中最常用的電池,目前正在進行最佳化,以延長續航里程、縮短充電時間並提高能量密度。電動車的快速普及也推動了替代電池化學的創新,例如固態電池,它有望實現更高的能源效率和安全性。此外,增加對電池回收技術的投資旨在減少對鋰、鈷和鎳等原料的依賴,同時解決環境問題。
原料供應鏈挑戰
由於鋰、鈷和鎳等關鍵原料的短缺,先進電池產業面臨重大的供應鏈挑戰。這些原料對於生產為電動車 (EV) 和能源儲存系統提供動力的鋰離子電池至關重要。隨著世界向清潔能源轉型,對這些礦物的需求正在迅速增加,但供應受到有限的採礦能力、地緣政治緊張局勢和環境問題的限制。例如,鈷主要來自剛果民主共和國,該國政局不穩定,有供應風險。
工業應用的採用率提高
工業應用中擴大採用先進電池,正在推動電池技術的顯著增強。由於其效率高、生命週期長且對環境影響較小,製造、能源儲存和電力運輸等產業越來越依賴這些電池來滿足其能源需求。這種不斷成長的需求正在推動製造商進行創新,以提高能量密度、充電速度和安全性。可再生能源儲存、電動車和電網穩定等應用正受益於這些進步,因為它們需要可靠的高性能電池。
監管和安全問題
監管和安全問題對先進電池的開發和部署有重大影響。隨著電池技術的發展,特別是固態電池和鋰硫電池等高能量密度電池的出現,監管機構必須確保這些創新符合嚴格的安全和性能標準。先進電池通常使用新材料和化學品,可能會帶來熱失控和環境危害等新風險。這些問題需要嚴格的測試和認證過程,以防止事故並確保長期可靠性。儘管法規旨在解決這些風險,但它們也可能因為需要廣泛的檢驗和合規程序而減緩新技術的引入。
COVID-19 大流行對先進電池行業產生了重大影響,擾亂了供應鏈並減緩了生產。封鎖和旅行限制導致電池製造必需的鋰、鈷和鎳等關鍵原料短缺。工廠關閉和勞動力減少阻礙了先進電池的生產和組裝。疫情也擾亂了研發活動,減緩了電池技術的創新和進步。儘管有這些挑戰,這場危機不僅將加速電動車和可再生能源儲存等關鍵應用的電池技術的進步,而且還將發展更具彈性的本地化供應鏈,這凸顯了這樣做的重要性。
鈉硫電池產業預計將在預測期內成為最大的產業
鈉硫電池領域預計將在預測期內成為最大的領域。鈉硫 (Na-S) 電池代表了能源儲存領域的重大進步,與傳統鋰離子系統相比,可提供更高的性能和成本效率。這些電池在高溫下運行,並且由於在陰極材料中使用硫和在陽極材料中使用鈉而具有高能量密度。鈉和硫之間的化學反應可實現大規模能源儲存解決方案,使其成為電網能源儲存等注重穩定性和成本效益的應用的理想選擇。它們有效儲存和釋放大量能源的能力使它們成為平衡間歇性再生能源來源的有前途的選擇。
消費性電子產業預計在預測期內複合年成長率最高。
由於各種設備對更持久、更快充電和更有效率電源的需求,預計家用電子電器產業在預測期內將出現最高的複合年成長率。電池化學方面的創新,例如固態電池的使用,正在提高安全性和能量密度,並實現更輕、更緊湊的設計。鋰離子技術的改進也有助於延長使用壽命和縮短充電時間。增強型能源儲存解決方案對於穿戴式科技、智慧型手機、筆記型電腦和其他可攜式電子設備的發展至關重要,可為使用者提供更長的使用時間和更少的充電頻率。
在估計期間,歐洲地區透過推動技術創新、提高產能和加速向永續能源解決方案的過渡,佔據了最大的市場佔有率。歐洲公司和研究機構正在結盟,共用專業知識、資源和技術,推動尖端電池技術和更有效率製造流程的發展。這種合作對於克服技術挑戰和擴大生產以滿足不斷成長的需求至關重要。透過匯集知識和投資,合作夥伴可以利用規模經濟、降低成本並加速先進電池在整個全部區域電動車和可再生能源儲存系統中的部署。
預計歐洲地區在預測期內將實現盈利成長。透過引入嚴格的環境和安全標準,歐洲正在鼓勵電池技術的創新和投資。這些法規的重點是減少碳排放、改善回收流程並確保電池生產符合永續性目標。例如,歐盟的電池指令為電池回收和減少有害物質設定了雄心勃勃的目標,並鼓勵製造商開發更有效率、更環保的解決方案。此外,地平線歐洲等項目的大量資金和支持正在加速先進電池技術的研究和開發。
According to Stratistics MRC, the Global Advanced Battery Market is accounted for $106.94 billion in 2024 and is expected to reach $191.52 billion by 2030 growing at a CAGR of 10.2% during the forecast period. An advanced battery is a next-generation energy storage system that offers superior performance compared to traditional batteries. These batteries are designed to enhance energy density, power output, charging speed, and lifespan while reducing weight, cost, and environmental impact. Advanced batteries often incorporate cutting-edge materials like lithium-ion, solid-state electrolytes, and other innovative chemistries such as lithium-sulfur or sodium-ion, which improve efficiency and safety.
Increasing demand for electric vehicles
As more consumers shift to EVs for their environmental benefits and efficiency, manufacturers are under pressure to enhance battery performance, capacity, and durability. Lithium-ion batteries, the most common type used in EVs, are being optimized to offer longer ranges, faster charging times, and greater energy density. This surge in EV adoption is also pushing innovation in alternative battery chemistries, such as solid-state batteries, which promise even higher energy efficiency and safety. Moreover, increased investments in battery recycling technologies are aimed at reducing dependency on raw materials like lithium, cobalt, and nickel, while addressing environmental concerns.
Raw material supply chain challenges
The advanced battery industry is facing significant supply chain challenges due to the scarcity of critical raw materials, such as lithium, cobalt, and nickel. These materials are essential for the production of lithium-ion batteries, which power electric vehicles (EVs) and energy storage systems. The demand for these minerals has surged with the global transition to clean energy, but their supply is constrained by limited mining capacity, geopolitical tensions, and environmental concerns. Cobalt, for example, is largely sourced from the Democratic Republic of Congo, a region prone to political instability, creating supply risks.
Increasing adoption in industrial applications
The increasing adoption of advanced batteries in industrial applications is driving significant enhancements in battery technology. Industries such as manufacturing, energy storage, and electric transportation are increasingly relying on these batteries for their energy needs due to their efficiency, longer life cycles, and reduced environmental impact. This growing demand encourages manufacturers to innovate, improving energy density, charging speed, and safety. Applications like renewable energy storage, electric vehicles, and grid stabilization benefit from these advancements, as they require reliable, high-performance batteries.
Regulatory and safety concerns
Regulatory and safety concerns significantly impact the development and deployment of advanced batteries. As battery technology evolves, especially with the advent of high-energy-density batteries like solid-state and lithium-sulfur, regulatory bodies must ensure these innovations meet stringent safety and performance standards. Advanced batteries often involve new materials and chemistries, which can introduce novel risks, such as thermal runaway or environmental hazards. These concerns necessitate rigorous testing and certification processes to prevent accidents and ensure long-term reliability. Regulations are designed to address these risks, but they can also slow down the introduction of new technologies by requiring extensive validation and compliance procedures.
The COVID-19 pandemic had a significant impact on the advanced battery sector, disrupting supply chains and slowing production. Lockdowns and travel restrictions led to shortages of key raw materials, such as lithium, cobalt, and nickel, which are crucial for battery manufacturing. Factory closures and reduced workforce availability hampered the production and assembly of advanced batteries. The pandemic also disrupted research and development activities, delaying innovations and advancements in battery technology. Despite these challenges, the crisis underscored the importance of developing more resilient and localized supply chains, as well as accelerating advancements in battery technology for critical applications like electric vehicles and renewable energy storage.
The Sodium Sulfur Battery segment is expected to be the largest during the forecast period
Sodium Sulfur Battery segment is expected to be the largest during the forecast period. Sodium-sulfur (Na-S) batteries represent a significant advancement in the field of energy storage, offering enhanced performance and cost-efficiency compared to traditional lithium-ion systems. These batteries operate at high temperatures and feature a high energy density due to the use of sulfur as the cathode material and sodium as the anode. The sodium-sulfur chemistry allows for large-scale energy storage solutions, making them ideal for applications such as grid energy storage, where stability and cost-effectiveness are critical. Their ability to efficiently store and release large amounts of energy makes them a promising option for balancing intermittent renewable energy sources.
The Consumer Electronics segment is expected to have the highest CAGR during the forecast period
Consumer Electronics segment is expected to have the highest CAGR during the forecast period driven by the demand for longer-lasting, faster-charging, and more efficient power sources for a variety of devices. Innovations in battery chemistry, such as the use of solid-state batteries, are enhancing safety and energy density, allowing for lighter and more compact designs. Improvements in lithium-ion technology are also contributing to increased longevity and faster charging times. Enhanced energy storage solutions are pivotal for the evolution of wearable technology, smartphones, laptops, and other portable electronics, providing users with extended usage times and reducing the frequency of recharges.
Europe region commanded the largest share of the market over the extrapolated period by fostering innovation, enhancing production capabilities, and accelerating the transition to sustainable energy solutions. European companies and research institutions are forming alliances to share expertise, resources, and technology, leading to the development of cutting-edge battery technologies and more efficient manufacturing processes. These collaborations are crucial for overcoming technical challenges and scaling up production to meet growing demand. By pooling knowledge and investment, partners can leverage economies of scale, reduce costs, and expedite the deployment of advanced batteries in electric vehicles and renewable energy storage systems across the region.
Europe region is poised to witness profitable growth during the forecast period. By implementing stringent environmental and safety standards, Europe is driving innovation and investment in battery technologies. These regulations focus on reducing carbon emissions, improving recycling processes, and ensuring that battery production aligns with sustainability goals. For instance, the European Union's Battery Directive sets ambitious targets for recycling and reducing hazardous substances in batteries, which encourages manufacturers to develop more efficient and eco-friendly solutions. Additionally, substantial funding and support from programs like Horizon Europe are accelerating research and development in advanced battery technologies.
Key players in the market
Some of the key players in Advanced Battery market include Amperex Technology Limited, GS Yuasa Corporation, LG Energy Solution, Northvolt AB, Pathion Inc, PolyPlus Battery Company Inc, Samsung SDI, Sion Power Corporation and Tesla, Inc.
In August 2024, SAMSUNG SDI and General Motors Finalize Agreement to Establish Battery Joint Venture in the US - to invest approximately $3.5bn in an EV battery plant. The joint venture will be located in New Carlisle, Indiana, on a 680-acre site and is expected to more than 1,600 jobs supporting the local economy.
In May 2023, Honda Motor Co., Ltd. (Honda) and GS Yuasa International Ltd. (GS Yuasa) announced that they have signed a joint venture agreement toward the establishment of a new company. Honda and GS Yuasa Reach Basic Agreement Toward Collaboration for a High-capacity, High-output Lithium-ion Battery," the two companies have been discussing specifics for collaboration on high-capacity, high-output lithium-ion batteries, mainly for EVs.