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市場調查報告書

住宅、商業、工業及公共事業用電池:2016-2026年

Batteries for Residential, Commercial, Industrial and Utility Applications 2016-2026

出版商 IDTechEx Ltd. 商品編碼 363410
出版日期 內容資訊 英文 275 Slides
商品交期: 最快1-2個工作天內
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住宅、商業、工業及公共事業用電池:2016-2026年 Batteries for Residential, Commercial, Industrial and Utility Applications 2016-2026
出版日期: 2016年07月15日 內容資訊: 英文 275 Slides
簡介

本報告提供特別適用住宅,商業&工業,及網格儲存部門的電化學儲能為焦點的調查,住宅部門的現有產品、企業和網格儲存用途的先導計畫介紹,電池存儲系統的經濟分析,詳細的地區分析,目前市場情況,各用途、地區的十年市場預測,各種經營模式、商務擴大策略的案例研究,儲能技術,主要企業簡介等資訊。

第1章 摘要整理

第2章 PARTI:出現什麼,發生什麼

  • 住宅用電池:過去 - 現在 - 未來
  • 公共事業規模的電池存儲系統:新機會

第3章 PARTII:電池存儲系統的經濟價值分析

  • 太陽能光電發電的補償
  • 電池儲存的價值、優點
  • 成本分析
  • 儀表電池系統背後的經濟分析
  • 電網規模電池系統的經濟分析

第4章 Part III:全球市場分析

  • 市場情況:BESS (電池儲能系統) 不單獨發展
  • 地區分析
  • 市場預測

第5章 PARTIV:打入市場策略

  • 經營模式
  • 電池價值的擴大

第6章 PARTV:儲能技術

第7章 PARTVI:電池技術

  • 電池的簡介
  • 為何電池開發非常慢?
  • 鋰離子電池
  • 鉛酸電池
  • 鎳基礎電池
  • 鈉基礎電池
  • 液流電池
  • 金屬空氣電池

第8章 PARTVII:企業簡介

第9章 企業簡介

  • 24m Technologies
  • A123 Systems
  • Advanced Microgrid Solutions
  • AES Energy Storage
  • Aquion Energy
  • BYD
  • Imergy Power Systems
  • Kokam Co., Ltd
  • Sonnenbatterie
  • Tesla Motors
  • TESLA
  • Younicos AG

IDTECHEX的調查報告、顧問

目錄

A number of market forces drive the growth of battery storage system market rapidly. On one hand, battery-related companies such as material providers, battery makers, electric vehicle vendors, PV system integrator and heavy industry players are expanding their business area and building cross-industry opportunities to de-risk their primary business and generating secondary value streams. The ever-increasing demand helps with further economy of scale for battery manufacturing and results in drastic price reduction. On the other hand, the large deployment of distributed generation in behind-the-meter (BTM) sector and increasing renewable generations such as wind and solar in the grid-connected sector are requiring energy storage to be fit as part of whole system. It is interesting to find it is the general trend that the PV compensation scheme like feed-in-tariff is reducing by various countries globally, which may have a big impact in the further PV deployment. However, at the same time, favorable policies are addressing the importance of energy storage, including financial loans, subsidies, and incentive programs. The interest in energy storage will stimulate further deployment of renewable energy.

Those factors have provided the foundation for the hype brought by energy storage, especially electrochemical battery energy storage systems (BESS). With the launch of Tesla's Powerwall on April 30, 2015, tremendous interests have been attracted and a large number of players as well as products are overwhelming the market. BESS, with the capabilities to provide high energy, high power and both, have become an important consideration in grid-connected applications such generation, transmission & distribution networks and ancillary services. Increasing pilot and trial projects are on-going.

Figure 1:
Comparison of current and future residential battery products in the market

                     Source: IDTechEx

Within this background, it is important to understand the reality behind the hype in the stationary battery markets covering residential, commercial & industrial (C&I), utility-scale application sectors.

It is obvious BESS can generate both economic values that can be monetized and values that are not directly monetized in the system. An important consideration is whether they can demonstrate positive economic return based on current price range and value streams, which is a significant factor when predicting the future deployment. Current regulatory frame structures are analysed and both opportunities and barriers are evaluated.

Technology is not the major driver, as analysed in this report. Case studies of various business models are shown and "go-to-market" strategies are suggested. It is important to introduce the "sharing economy" concept in energy system/device sector which is already not alien in other business areas. Examples include Airbnb and Uber.

Due to the different regulatory structure, supporting policies, electricity retail rates, penetration of renewables, customers' ability to pay, etc., the market development will vary from region to region. As shown in the figures, in ten-year's time the market value structure will change significantly globally.

Figure 2:
BESS market value segmented by country
(2015: left, 2026: right)

                     Source: IDTechEx

The emerging market based on mature technologies will demonstrate huge potential, with a market value of $ 6 billion in ten-year's time.

This report focuses on electrochemical energy storage especially batteries applied in residential, commercial & industrial and grid storage sectors.

The research is done via a combination of primary (interviews, discussions, presentations) and secondary search (IDTechEx's database, website search and existing reports). The economic value of residential battery systems was calculated by IDTechEx while for the case of grid-scale applications, literature review is the main approach as the economies vary from case to case and are difficult to be evaluated in general.

Part 1 of the report shows what are emerging and what are happening, introducing existing products & companies in residential sectors and pilot projects in grid storage applications. Part 2 provides economic analysis of battery storage systems, starting with the introduction of available compensation schemes in the PV areas, values and benefits that battery storage systems can provide. After displaying the cost analysis, the economic values of battery storage systems used in behind-the-meter and front-of-the-meter will be evaluated. Based on those results, the global markets will be analysed in Part 3, with detailed regional analysis, current market status evaluation and ten-year market forecast segmented by application and region. "Go-to-market" strategies are offered in Part 4, including case studies in various business models and business expanding strategies. Part 5 and Part 6 provide background knowledge as well as insights in energy storage in general and different battery chemistries. Part 7 lists company profiles.

Key questions as shown below will be answered in the report:

  • Where can energy storage be fit in the electricity system?
  • What are the battery energy storage benefits/values?
  • What are the number of projects and rated power in grid-connected energy storage and battery storage, segmented by project status, technology, company and country?
  • How does the costs influence the deployment of battery storage systems?
  • How does the cross industry expand the battery-related business scope?
  • What are the market drivers?
  • Are the battery energy storage systems economic/commercial in corresponding applications?
  • What is the market status in various countries worldwide?
  • What are the winning battery technology(ies)?
  • Are there regulatory barriers?
  • What threats are there in the market?
  • What is the reality behind the hype?
  • What are the price projects?
  • What are the differences in opportunities between behind-the-meter market and utility-scale markets?
  • What business models can capture most value streams?
  • Which parts of the value chain stand to benefit the most?
  • What is the potential market size?
  • Which "go-to-market" strategies work better?
  • Who are potential customers and active players?

Ten-year market forecasts are given in the following segment:

  • Battery price projection in cell level, module level and system level 2015-2026
  • Residential battery market forecast 2015-2026 in unit
  • Residential battery market forecast 2015-2026 in capacity
  • Residential battery market forecast 2015-2026 in value
  • Cumulative rated power of deployed large-scale battery system forecast 2015-2026
  • Cumulative values of deployed grid-connected battery systems
  • Total global value of battery energy storage systems forecast 2015-2026 segmented by country
  • Total global value of battery energy storage systems forecast 2015-2026 segmented by application

Analyst access from IDTechEx

All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.

Table of Contents

1. EXECUTIVE SUMMARY

2. PART I - WHAT IS EMERGING AND WHAT IS HAPPENING?

  • 2.1. Residential Battery: Past-Present-Future
  • 2.2. Utility-Scale Battery Storage Systems: A New Opportunity

3. PART II - ANALYSIS ON ECONOMIC VALUES OF BATTERY STORAGE SYSTEMS

  • 3.1. Photovoltaic Compensations
  • 3.2. Battery Storage Values and Benefits
  • 3.3. Cost Analysis
  • 3.4. Economic Analysis of Behind-The-Meter Battery System
  • 3.5. Economic Analysis of Grid-Scale Battery System

4. PART III - ANALYSIS OF THE GLOBAL MARKETS

  • 4.1. Market Status: BESS Will not Develop in Isolation
  • 4.2. Regional Analysis
  • 4.3. Market Forecast

5. PART IV - GO-TO-MARKET STRATEGIES

  • 5.1. Business Models
  • 5.2. Expansion of Battery Values

6. PART V - ENERGY STORAGE TECHNOLOGIES

7. PART VI - BATTERY TECHNOLOGIES

  • 7.1. Introduction to Batteries
  • 7.2. Why is the battery development so slow?
  • 7.3. Lithium-ion Batteries
  • 7.4. Lead-Acid Battery
  • 7.5. Nickel-Based Battery
  • 7.6. Sodium-Based Battery
  • 7.7. Flow Battery
  • 7.8. Metal Air Battery

8. PART VII - COMPANY PROFILES

9. COMPANY PROFILES

  • 9.1.1. 24m Technologies
  • 9.1.2. A123 Systems
  • 9.1.3. Advanced Microgrid Solutions
  • 9.1.4. AES Energy Storage
  • 9.1.5. Aquion Energy
  • 9.1.6. BYD
  • 9.1.7. Imergy Power Systems
  • 9.1.8. Kokam Co., Ltd
  • 9.1.9. Sonnenbatterie
  • 9.1.10. Tesla Motors
  • 9.1.11. TESLA
  • 9.1.12. Younicos AG

IDTECHEX RESEARCH REPORTS AND CONSULTANCY

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