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市場調查報告書
商品編碼
1776690
2032 年電池更換市場預測:按車輛類型、服務類型、電池容量、站點類型、電池類型、應用和地區進行的全球分析Battery Swapping Market Forecasts to 2032 - Global Analysis By Vehicle Type, Service Type, Battery Capacity, Station Type, Battery Type, Application and By Geography |
根據 Stratistics MRC 的數據,全球電池更換市場預計在 2025 年達到 25.4 億美元,到 2032 年將達到 128.1 億美元,複合年成長率為 26.0%。
電池更換是電動車 (EV) 的創新解決方案,用戶可在指定更換站快速更換電量耗盡的電池。這種方法對二輪車、三輪車和商用車尤其具有吸引力,因為它顯著減少了傳統充電帶來的停電時間。電池更換可以緩解電動車使用者的續航焦慮,促進能源分散化,並提高營運效率。此外,它還能促進電池設計的標準化,使電動車基礎設施更具可擴展性,更易於維護。
據國際能源總署(IEA)稱,中國的電池更換站只需五分鐘即可完成電池更換,並將透過分散式充電、減輕電網壓力,在重型車輛電氣化方面發揮關鍵作用。
減少停機時間並加快恢復速度
減少車輛停機時間是電池更換最吸引人的優勢之一。傳統充電方式依充電器類型不同,可能需要30分鐘到幾個小時不等,而電池更換只需不到五分鐘即可完成電池的更換。這種快速更換流程對於叫車、最後一哩配送和計程車服務等商業應用至關重要,因為這些應用要求車輛盡可能保持運作才能保持盈利。此外,快速週轉可提高資產運轉率,減少閒置時間,並提高生產力。
缺乏互通性和標準化
電池更換市場面臨的一個主要障礙是缺乏廣泛接受的電池、連接器和更換機制標準。目前,不同的電動車製造商使用的電池尺寸、化學成分、電壓和介面各不相同。這使得支援多個品牌和車型變得困難,並限制了單一更換站的擴充性。由於缺乏標準化的通訊協定或設計,更換網路碎片化且覆蓋範圍有限。許多OEM不願接受全行業的協作、監管要求以及為實現互通性而可能出現的專有技術妥協。
透過公私合營和政府補貼實現成長
各國政府越來越認知到電池更換對電動車普及和實現碳中和目標的重要性。公私合營(PPP) 是指政府提供土地、補貼和監管支持,以換取私人投資者對基礎設施和技術的投資。例如,市政府可以與新興企業合作,在公共停車場、公車站和地鐵站設立電池更換中心。此外,此類夥伴關係有潛力促進基礎設施建設,確保公平使用,並展示可擴展經營模式的可行性。
快速充電基礎設施的優勢
快速充電站(尤其是搭乘用電動車充電站)的快速發展和普及,是電池更換模式的最大挑戰之一。大型汽車製造商和能源供應商正在大力投資超快速直流充電器,這種充電器可在15-30分鐘內為電動車充滿電。隨著這項技術越來越普及和高效,電池更換的需求正在下降,尤其是對於喜歡在家中或公共充電站充電的私人車主而言。此外,在車隊、二輪車和三輪車等專業市場之外,快速充電的使用日益增多,這可能會限制對換電站的需求和投資吸引力。
新冠疫情對電池更換市場產生了許多影響。短期內,供應鏈中斷、封鎖、出行限制以及基礎設施部署延遲導致市場動盪,減緩了電動車的銷售和新充電站的建設。然而,這場危機也加速了向非接觸式、共用和永續出行解決方案的轉變,並提高了人們對電池更換作為傳統充電實用且衛生替代方案的認知,尤其是在最後一英里運輸、配送車輛和醫療保健物流領域。從中長期來看,隨著各國政府和新興企業意識到電池更換在疫情後復甦中的潛力,更多的投資和政策關注已轉向電池更換。
預計二輪車市場在預測期內將佔最大佔有率
預計二輪車細分市場將在預測期內佔據最大市場佔有率。電動機車和Scooter的廣泛使用,尤其是在中國、印度和東南亞等亞太國家交通堵塞的城市,是推動其主導的主要因素。這些車輛常用於宅配、食品配送和個人交通,因此快速加油至關重要。電池更換是一種快速且經濟實惠的維修方法,可以減少停機時間和漫長的充電等待時間。此外,二輪車電池重量輕,非常適合手動或半自動更換,因此專門為該市場設計的充電站得到了廣泛建立。
在預測期內,鋰離子部分將以最高的複合年成長率成長。
預計鋰離子電池領域將在預測期內實現最高成長率。鋰離子技術以其高能量密度、輕量化設計、快速充電和長壽命而聞名,在各類電動車中日益普及。由於電池更換車型需要頻繁充放電,鋰離子電池的長壽命和高效率使其成為此類應用的理想選擇。此外,鋰離子化學技術的改進和成本的下降正在加速其應用,尤其是在用於宅配和叫車服務的二輪車和三輪車領域。其性能和擴充性進一步增強了該領域在新興經濟體的成長前景。
預計亞太地區將在預測期內佔據最大市場佔有率,這得益於中國、印度和台灣等國家和地區電動車的快速普及和政府的大力支持。中國以成熟的換電基礎設施主導全球市場,例如蔚來汽車,其在全國擁有數百個換電站。在印度,優惠的政策、城市出行需求以及對電動二輪車和三輪車日益成長的需求正在推動市場成長。 GogoroScooter換電網路的成功進一步證明了台灣地區在該地區的領導地位。此外,高城市密度、注重預算的消費者以及積極推動共用、擴充性和永續出行解決方案的法律規範,都是該地區的優勢。
預計歐洲將在預測期內實現最高的複合年成長率,這得益於永續城市交通的需求、更嚴格的碳排放目標以及不斷擴大的環境法規。德國、法國和荷蘭等國家正在投資電動車基礎設施,例如車隊電池更換系統和微移動服務。由於政府加強對清潔替代能源的獎勵,以及商用電動車和共享電動Scooter的日益普及,市場正在更快擴張。此外,許多歐洲新興企業和試點計畫也在探索標準化的更換模式,以支援該地區電池即服務(BaaS) 解決方案的快速發展和創新。
According to Stratistics MRC, the Global Battery Swapping Market is accounted for $2.54 billion in 2025 and is expected to reach $12.81 billion by 2032 growing at a CAGR of 26.0% during the forecast period. Battery swapping is an innovative solution for electric vehicles (EVs) that allows users to quickly replace a depleted battery with a fully charged one at designated swapping stations. This method greatly cuts down on the downtime that comes with traditional charging, which makes it particularly attractive for two-wheelers, three-wheelers, and commercial fleets. Battery swapping reduces range anxiety in EV users, promotes energy decentralization, and improves operational efficiency. Additionally, it encourages battery design standardization, which makes EV infrastructure scalable and easier to maintain.
According to the International Energy Agency, battery swapping stations in China can complete a swap in as little as five minutes, reduce stress on the electric grid by spreading charging, and play a key role in electrifying heavy-duty vehicles-with around 50% of new electric heavy duty trucks in 2023 equipped with swapping-ready batteries.
Shorter downtime and quicker recovery
The ability to reduce vehicle downtime is one of the most compelling benefits of battery swapping. Battery switching can replace a depleted battery in less than five minutes, as opposed to traditional charging, which can take anywhere from thirty minutes to several hours, depending on the type of charger. In commercial applications where vehicles must remain operational as much as possible to maintain profitability, such as ride-hailing, last-mile delivery, and taxi services, this quick exchange process is essential. Moreover, quick turnaround boosts asset utilization, decreases idle time, and improves productivity.
Insufficient interoperability and standardization
A major obstacle to the battery-swapping market is the absence of widely recognized standards for batteries, connectors, and swapping mechanisms. At the moment, different EV manufacturers employ batteries with different dimensions, chemistries, voltages, and interfaces. This limits the scalability of a single swapping station by making it challenging to accommodate several brands or car models. In the absence of standardized protocols and designs, swapping networks continue to be dispersed and have a restricted reach. Many OEMs are reluctant to commit to industry-wide cooperation, regulatory requirements, and potential compromises on proprietary technology in order to establish interoperability.
Growth using public-private alliances and government grants
Governments are realizing more and more how important battery swapping is to reaching national EV adoption and carbon neutrality targets. Public-private partnerships (PPPs) are made possible by this, in which governments offer land, subsidies, or regulatory support in exchange for private investors' investments in infrastructure and technology. City governments can collaborate with startups to install battery-swapping hubs at public parking lots, bus depots, or metro stations, for instance. Additionally, these kinds of partnerships have the potential to expedite the development of infrastructure, guarantee fair access, and show the viability of scalable business models.
Predominance of infrastructure for fast charging
The quick development and extensive use of fast-charging stations, especially for passenger EVs, is one of the biggest challenges to the battery-swapping model. Ultra-fast DC chargers that can recharge EVs in 15 to 30 minutes are being heavily invested in by major automakers and energy providers. Battery swapping is becoming less necessary as these technologies become more widely available and effective, particularly for private vehicle owners who would rather charge at home or at public stations. Furthermore, the demand and investment appeal for swapping stations may be constrained by the increasing use of fast charging outside of specialized markets like fleets and two- and three-wheelers.
The COVID-19 pandemic affected the battery-swapping market in a variety of ways. In the short term, supply chain disruptions, lockdowns, limited mobility, and infrastructure deployment delays caused market disruptions that slowed down EV sales and new station installations. But the crisis also hastened the transition to contactless, shared, and sustainable mobility solutions, raising awareness of battery swapping as a practical and sanitary substitute for traditional charging, especially for last-mile transportation, delivery fleets, and healthcare logistics. In the medium to long term, more investments and policy attention were directed toward battery swapping as governments and startups realized its potential for post-pandemic recovery.
The 2-wheeler segment is expected to be the largest during the forecast period
The 2-wheeler segment is expected to account for the largest market share during the forecast period. The widespread use of electric bikes and scooters, especially in crowded cities in Asia-Pacific nations like China, India, and Southeast Asia, is the main factor driving this dominance. Since these cars are frequently used for courier services, food delivery, and personal mobility, quick refueling is crucial. A quick and affordable fix that cuts down on downtime and lengthy charging waits is battery swapping. Furthermore, because 2-wheeler batteries are lightweight, they are perfect for manual or semi-automated swapping, which promotes the widespread installation of stations designed specifically for this market.
The lithium-ion segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the lithium-ion segment is predicted to witness the highest growth rate. Lithium-ion technology, which is well-known for its higher energy density, lightweight design, quicker charging speed, and longer lifespan, is becoming more and more popular in electric vehicles of all kinds. Because battery-swapping models necessitate frequent discharging and recharging, lithium-ion batteries' longevity and effectiveness make them perfect for these kinds of applications. Additionally, their widespread use is being fueled by improvements in lithium-ion chemistries and falling costs, especially in 2- and 3-wheelers used for delivery and ride-hailing services. The segment's growth prospects in emerging economies are further enhanced by their performance and scalability.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, fueled by the swift uptake of electric cars and robust government backing in nations like China, India, and Taiwan. With a well-established swapping infrastructure led by organizations like NIO, which has hundreds of stations spread across the country, China leads the world. Growth in India is being driven by favorable policies, the need for urban mobility, and the growing demand for electric two- and three-wheelers. Taiwan's leadership in the region is further demonstrated by its success with Gogoro's scooter-swapping network. Moreover, high urban density, budget-conscious consumers, and proactive regulatory frameworks that promote shared, scalable, and sustainable mobility solutions are all advantages for the area.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR, driven by the need for sustainable urban mobility, stricter carbon emission targets, and expanding environmental regulations. Infrastructure for electric vehicles, such as fleet battery swapping systems and micro-mobility services, is being invested in by nations like Germany, France, and the Netherlands. The market is expanding more quickly as a result of growing government incentives for clean energy alternatives and the growing use of commercial EVs and shared electric scooters. Additionally, standardized swapping models are also being investigated by a number of European startups and pilot programs, which is assisting in the region's quick development and innovation in battery-as-a-service (BaaS) solutions.
Key players in the market
Some of the key players in Battery Swapping Market include Numocity Technologies Private Limited, BattSwap Inc., Sun Mobility Private Limited, Ola Electric, Ample, Inc., Honda Motor Co., Ltd. (Honda Mobile Power Pack), Kwang Yang Motor Co., Ltd., BYD Company Ltd, Lithion Power Private Limited, Aulton, Esmito Solutions Pvt. Ltd, NIO Inc., Leo Motors Inc., Gogoro Inc and Panasonic Corporation.
In March 2025, NIO and Contemporary Amperex Technology Co., Ltd. signed a strategic partnership in Ningde, Fujian. Together, they will advance the high-quality development of the new energy vehicle industry by building a battery swapping network for passenger vehicles across the full range of products, unifying industry technical standards, enhancing capital and business collaboration, and providing efficient recharging solutions for users.
In August 2024, Honda Motor Co., Ltd. and Yamaha Motor Co., Ltd. announced that they have reached an agreement for Honda to supply Yamaha with electric motorcycle models for the Japanese market, based on the Honda "EM1 e:" and "BENLY e: I" Class-1 category* models, as an OEM (original equipment manufacturer). The two companies will proceed with further discussion toward the signing of a formal agreement.
In July 2024, Panasonic Corporation announced that its Cold Chain Solutions Company has entered into an agreement with Cooling Solutions S.L. to purchase all the shares of its subsidiary Area Cooling Solutions, a Polish refrigeration equipment manufacturer. This transaction is a strategic step for Panasonic to strengthen its condensing unit business in the European market and to accelerate its ongoing global expansion.