雙碳電池市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

在 2022-2027 年的預測期內，雙碳電池市場預計將以超過 9% 的複合年增長率增長。

雙碳電池技術在全球範圍內進行了重大研究，但由於難以採購開發該技術所需的材料和設備，因此受到 COVID-19 大流行的影響。. 此外，由於大流行而關閉生產設施也對市場產生了重大影響。 能夠快速充電、與其他電池相比製造成本低、100% 可回收和環保等預計將在預測期內推動雙碳電池市場。 另一方面，石墨碳價格上漲以及與其他電池技術的競爭阻礙了市場增長。

汽車電池領域預計在預測期內需求強勁。 汽車行業仍然是最大的電池終端用戶之一，隨著汽車市場的增長，有望提振雙碳電池市場。

電動汽車 (EV) 市場的增長為內燃機 (ICE) 汽車提供了一種清潔的替代品，有助於減少空氣污染並限制燃料燃燒產生的噪音。可以為以下行業創造重要機會

預計亞太地區將主導市場，其中大部分需求來自印度、中國和日本等國家/地區。

主要市場趨勢

汽車領域需求有望大幅增長

雙碳電池有望顯著延長充電時間和整體壽命，同時顯著降低成本、充電時間和環境影響。 此外，這些電池的高能量密度預計將在未來幾年增加汽車行業的需求。

電動汽車 (EV) 對高端電池的需求不斷增加也是推動雙碳電池市場的主要因素。 該電池的製造商表示，該電池可為現代電動汽車提供近 500 公裡（300 英裡）的續航裡程。

雙碳電池有望徹底改變汽車電池領域，但由於這些電池的低生產率和鋰離子電池等替代品的市場主導地位，未來幾年市場增長預計將放緩。 雙碳技術尚未大規模部署，製造商正在努力滲透汽車領域。

此外，Power Japan Plus (PJP) 等公司正計劃將雙碳電池引入醫療設備領域、衛星，並最終引入汽車行業。

因此，由於上述因素，汽車行業在預測期內可能會出現顯著增長。

亞太地區將顯著增長

由於該地區電氣化活動的增加，預計整個亞太地區的電池市場在未來十年內將顯著增長。 雙碳電池尚未大規模進入市場。

該地區的電池市場主要受到印度、中國、日本和韓國等國家電子製造、發電、電信和信息產業發展的推動。

由於電網基礎設施薄弱，印度等新興國家經常停電，主要發生在農村地區。 因此，缺乏電網基礎設施、對穩定電源的高需求以及對電源備份解決方案的需求預計將推動對工業雙碳電池的需求。 此外，世界各國政府正在採取措施資助儲能項目以滿足其能源需求。 中國和南亞多個國家正在推出新的商業模式和相關融資工具來投資電池儲能項目。

但是，在短期情況下，該地區可能會受到石墨碳價格上漲的打擊，石墨碳是雙碳電池製造過程中使用的關鍵原材料。 石墨電極價格上漲的主要原因是來自中國的石墨電極供應量急劇下降。 目前，石墨電極的需求量明顯高於供應量。

雙碳電池技術研究也在該地區進行。 例如，2021 年 4 月，印度 IIT Hyderabad 的研究人員開發出一種雙碳電池，既環保又能將電池整體成本降低多達 20-25%。 此外，正在研究提高這種電池的能量密度。

因此，由於上述因素，預計亞太地區在預測期內將出現顯著增長。

競爭格局

雙碳電池市場正在整合。 主要參與者是 PJP Eye Ltd。 截至2017年6月30日，Power Japan Plus將包括電池製造在內的全部資產和業務轉讓給PJP Eye Ltd。

其他好處

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 介紹
• 到 2027 年的市場規模和需求預測（單位：百萬美元）
• 對比分析 雙碳電池與其他電池技術對比
• 近期趨勢和發展狀況
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 波特的五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 申請
  • 汽車電池
  • 工業電池
  • 便攜式電池
  • 其他應用
• 按地區
  • 北美
  • 亞太地區
  • 歐洲
  • 南美洲
  • 中東和非洲

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • PJP 眼科有限公司

第七章市場機會與未來趨勢

The dual carbon battery market is expected to record a CAGR of more than 9% during the forecast period of 2022 - 2027. The dual carbon battery technology is witnessing major research efforts globally, which were affected due to the COVID-19 pandemic as a result of difficulties in sourcing the materials and equipment necessary for technology development. Furthermore, lockdowns induced due to the pandemic caused the manufacturing facilities to shut down, which further affected the market. Fast charging capability, cheap manufacturing cost compared to other batteries, and being eco-friendly with 100% recyclable features are the factors that are expected to drive the dual carbon battery market during the forecast period. On the other hand, the rise in graphite carbon prices and competition from other battery technologies are the factors hindering the market growth.

The automotive battery segment is expected to witness significant demand over the forecast period, as the automotive industry remains one of the largest end users of batteries, along with the growing market for vehicles, which, in turn, is likely to boost the dual carbon battery market.

Growth in the electric vehicles (EVs) market can create immense opportunities in the future as they offer clean alternatives to vehicles with internal combustion engines (ICE), which helps reduce air pollution resulting from fuel combustion and limit noise.

Asia-Pacific is expected to dominate the market, with the majority of the demand coming from countries like India, China, and Japan.

Key Market Trends

The Automotive Segment is Expected to Witness Significant Demand

Dual carbon batteries are expected to significantly extend the length of charge and the overall lifetime while greatly reducing cost, charge times, and environmental impact. Moreover, the high energy density of these batteries is expected to increase the demand in the automotive industry in the coming years.

The increasing demand for high-end batteries from electric vehicles (EVs) is another major factor driving the dual carbon battery market. The manufacturers of these batteries have stated that the batteries could give a modern electric vehicle a range of almost 500 kilometers (300 miles).

Although dual carbon batteries promise to revolutionize the automotive battery segment, the low production rate of these batteries and the dominance of alternatives, such as lithium-ion batteries, in the market are expected to slow down the market growth for the next few years. The dual carbon technology has not yet been deployed on a large scale, and manufacturers are still struggling to penetrate into the automotive sector.

Moreover, companies such as Power Japan Plus (PJP) are planning to introduce their dual carbon batteries to the medical device segment and satellites and eventually into the automotive industry.

Thus, based on the above-mentioned factors, the automotive segment is likely to experience significant growth during the forecast period.

Asia-Pacific is Set to Experience Significant Growth

The Asia-Pacific battery market as a whole is expected to grow significantly over the coming decade due to increased electrification activities in the region. The dual carbon battery has not yet penetrated the market on a significant level.

The battery market in this region is mainly driven by developments in the electronics manufacturing, power generation, communication, and information industries in countries like India, China, Japan, and South Korea.​

Developing countries, like India, lack a firm grid infrastructure, which causes power cuts and blackouts frequently, mostly in rural areas. Thus, the lack of grid infrastructure, high demand for steady power, and the need for power backup solutions are expected to drive the demand for industrial dual carbon batteries. Moreover, the governments of various countries have taken initiatives to finance energy storage projects to fulfill the energy requirements in their countries. China and a few South Asian countries are coming up with new business models and associated financing instruments to invest capital in battery energy storage projects.​

In a short-term scenario, however, the region is likely to witness challenges from rising prices of graphite carbon, which is a major raw material used in the dual carbon battery manufacturing process. Rising prices of graphite carbon are majorly a result of a sharp cut in the supply of graphite electrodes from China. In the present scenario, the demand for graphite electrodes is significantly higher compared to the supply. ​

Research on dual carbon battery technology is also underway in the region. For instance, in April 2021, researchers at IIT Hyderabad, India, developed a dual carbon battery that can cut the overall battery cost by as much as 20-25%, along with being environment-friendly. Further research is underway to increase the energy density of the battery.

Therefore, based on the above-mentioned factors, Asia-Pacific is expected to witness significant growth during the forecast period.

Competitive Landscape

The dual carbon battery market is consolidated. The key player is PJP Eye Ltd. As of June 30, 2017, Power Japan Plus had transferred all its assets and businesses, including battery manufacturing, to PJP Eye Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD million, till 2027
• 4.3 Comparative Analysis: Dual Carbon Battery Vs Other Battery Technologies
• 4.4 Recent Trends and Developments
• 4.5 Government Policies and Regulations
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitute Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 Automotive Batteries
  • 5.1.2 Industrial Batteries
  • 5.1.3 Portable Batteries
  • 5.1.4 Other Applications
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Asia-Pacific
  • 5.2.3 Europe
  • 5.2.4 South America
  • 5.2.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 PJP Eye Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS