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市場調查報告書
商品編碼
1304531

全球磷酸鐵鋰電池市場 - 2023-2030

Global Lithium Iron Phosphate Batteries Market - 2023-2030

出版日期: | 出版商: DataM Intelligence | 英文 195 Pages | 商品交期: 約2個工作天內

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簡介目錄

市場概述

全球磷酸鐵鋰電池市場規模在2022年達到122億美元,預計到2030年將達到313億美元,2023-2030年的複合年成長率為12.5%。可再生能源項目的成長將是推動磷酸鐵鋰電池中期需求的關鍵因素。

可再生能源對磷酸鐵鋰電池的需求動態也將發生變化,大部分需求將來自發展中國家。例如,2023年5月,印度國有石油天然氣公司ONGC與阿薩姆邦的discons簽署了一項合資協議,在該邦建設並營運一個500兆瓦時的電池儲能項目。

磷酸鐵鋰電池製造商也在開發能量密度更高的新型電池。例如,2023年5月,美國初創電池製造商Gotion High Tech發布了L600磷酸鐵鋰電池。這種高能量密度電池一次充電可提供621英里的續航里程。

市場動態

微電網和離網系統的成長

微電網和離網系統旨在為接入主電網有限或無法接入主電網的地區提供可靠的電力供應。隨著各國政府大力推進電氣化進程,微電網在不已開發國家和發展中國家的應用日益增多。此外,微電網還用於為已開發國家偏遠地區的人類住區供電。

磷酸鐵鋰電池的高能量密度、在各種溫度範圍內的工作能力以及快速充放電能力使其成為在微電網中提供儲能和備用電源的極具吸引力的選擇。製造商還推出了專門針對離網使用的新型電池。 2023年2月,美國電池製造商Discovery Battery推出了100Ah的離網磷酸鐵鋰電池。

有利的政府政策和激勵措施

全球各國政府和監管機構正在實施支持性政策和激勵措施,以促進電動汽車的使用。這些計劃包括補貼、稅收優惠和贈款,使消費者更能負擔得起電動汽車,並鼓勵製造商投資磷酸鐵鋰電池等電池技術。

2022年11月,歐盟(EU)宣佈為新電池技術的研發提供32億歐元(34億美元)的資金。此外,2023年1月,美國能源部(DOE)宣布撥款1.25億美元,用於商業應用的可充電電池技術的基礎和高級研究。

來自其他電池化學的競爭

儘管磷酸鐵鋰電池具有高能量密度,但其他電池化學成分,如鎳鈷鋁氧化物鋰電池(NCA)和鎳鈷錳氧化物鋰電池(NMC)具有更高的能量密度,可在電動汽車等應用中提供更長的續航時間和更持久的動力。磷酸鐵鋰電池的充電速度通常慢於其他鋰離子電池化學成分。

對於電動汽車等需要快速充電的應用,鈦酸鋰(LTO)或特定的高鎳NMC化學電池等充電速度更快的替代品可能是首選。電池技術在不斷發展,新的化學物質也在研究之中。其他電池化學成分的改進可能會減少對磷酸鐵鋰電池的需求。

COVID-19影響分析

COVID-19大流行對磷酸鐵鋰電池市場產生了積極和消極的影響。最初,大流行擾亂了全球供應鏈,導致磷酸鐵鋰電池的生產和分銷面臨製造和物流方面的挑戰。然而,隨著世界從大流行病中走出,人們越來越關注可再生能源和永續解決方案。

作為廣泛的經濟復甦計劃的一部分,政府對清潔能源的激勵和投資加速了電動汽車、能源存儲和可再生能源系統等領域對磷酸鐵鋰電池的需求。大流行病為磷酸鐵鋰電池市場的成長提供了動力。

人工智慧的影響

人工智慧可能會對磷酸鐵鋰電池市場產生重大影響。人工智慧技術可以最佳化電池性能,提高充電效率,延長電池壽命。人工智慧可以通過智慧電池管理系統和算法對磷酸鐵鋰電池進行即時監測和控制,最佳化電池使用並提高整體系統性能。

人工智慧驅動的預測分析也可以加強電池管理,準確估計電池的健康狀況、充電狀態和衰減情況。這將更有效地維護和利用磷酸鐵鋰電池。人工智慧驅動的進步有望提高磷酸鐵鋰電池在各種應用中的競爭力和採用率。

烏克蘭和俄羅斯的影響

烏克蘭-俄羅斯戰爭爆發後,歐洲和其他西方國家調整了能源供應方向。歐盟和美國對俄羅斯實施制裁。衝突導致歐洲能源價格高漲,可能削弱歐洲磷酸鐵鋰電池製造商的競爭力。因此,這場戰爭為亞太地區的電池製造商擴大市場佔有率提供了重大機會。

歐盟已採取各種政策促進包括清潔交通在內的綠色經濟發展。 2023年3月,歐盟通過了一項新政策,從2035年起只允許零排放汽車在該地區銷售。戰後政府的最新政策可能會增加磷酸鐵鋰電池的需求。

目錄

第一章研究方法和範圍

  • 研究方法
  • 研究目的和報告範圍

第2章:定義和概述

第3章:執行摘要

  • 按類型分類
  • 按容量分類
  • 按應用分類
  • 按地區分類

第四章動態

  • 影響因素
    • 驅動因素
      • 電動汽車(EV)價格下降
      • 電網級儲能解決方案的採用率上升
      • 微電網和離網系統的成長
      • 有利的政府政策和激勵措施
    • 限制因素
      • 全球鋰產量不足
      • 其他化學電池的競爭
    • 機會
    • 影響分析

第五章行業分析

  • 波特五力分析法
  • 供應鏈分析
  • 定價分析
  • 法規分析

第六章:COVID-19分析

  • COVID-19分析
    • COVID之前的情景
    • COVID期間的情景
    • COVID之後的情景
  • COVID-19 期間的定價動態
  • 供求關係
  • 大流行期間與市場相關的政府計劃
  • 製造商的戰略計劃
  • 結論

第七章:按類型

  • 攜帶式
  • 固定式

第八章:按容量

  • 0-16,250馬力
  • 16,251-50,000馬力
  • 50,001-100,000馬力
  • 100,001-540,000馬力

第九章:按應用

  • 汽車
  • 電力
  • 工業
  • 其他應用

第10章:按地區

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 法國
    • 西班牙
    • 歐洲其他地區
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美其他地區
  • 亞太地區
    • 中國
    • 日本
    • 日本
    • 澳大利亞
    • 亞太其他地區
  • 中東和非洲

第十一章:競爭格局

  • 競爭格局
  • 市場定位/佔有率分析
  • 合併與收購分析

第十二章:公司簡介

  • BYD
    • 公司概況
    • 產品組合和描述
    • 財務概況
    • 主要發展
  • K2 Energy
  • Relion
  • A123 Systems
  • Pihsiang Energy Technology
  • Lithium Werks
  • Optimumnano Energy
  • Taico
  • Victron Energy
  • Contemporary Amperex Technology

第十三章:附錄

簡介目錄
Product Code: EP5219

Market Overview

The Global Lithium Iron Phosphate Batteries Market reached US$ 12.2 billion in 2022 and is expected to reach US$ 31.3 billion by 2030, growing with a CAGR of 12.5% during the forecast period 2023-2030. The growth of renewable energy projects will be a key factor in driving the demand for lithium iron phosphate batteries in the medium term.

The demand dynamics for lithium iron phosphate batteries in renewable energy are also expected to change, with most of the demand coming from developing countries. For instance, in May 2023, ONGC, India's state-owned oil and gas company, signed a joint venture agreement with the discom of Assam to build and operate a 500 MWh battery storage project in the state.

Lithium Iron Phosphate Battery Manufacturers are also developing new, more energy-dense batteries. For instance, in May 2023, Gotion High Tech, a U.S. startup battery manufacturer, unveiled its L600 lithium iron phosphate battery. This high-energy density battery could provide 621 miles of range on a single charge.

Market Dynamics

Growth of Microgrid and Off-Grid Systems

Microgrid and off-grid systems are designed to provide reliable power supply in areas with limited or no access to the main electricity grid. Microgrid adoption has grown in underdeveloped and developing countries as governments undertake major electrification drives. Furthermore, microgrids are also used to power human settlements in remote regions of developed countries.

The high energy density, ability to work across various temperature ranges and quick charging and discharging capabilities make lithium iron phosphate batteries an attractive choice for providing energy storage and backup power in microgrids. Manufacturers are also launching new batteries specifically aimed at off-grid usage. In February 2023, Discovery Battery, a U.S.-based battery maker, launched a 100Ah lithium iron phosphate battery for off-grid usage.

Favorable Government Policies and Incentives

Governments and regulatory bodies across the globe are implementing supportive policies and incentives to promote the use of electric vehicles. The initiatives include subsidies, tax incentives, and grants, which make electric vehicles more affordable for consumers and encourage manufacturers to invest in battery technologies like lithium iron phosphate.

In November 2022, the European Union (EU) announced 3.2 billion euros (US$ 3.4 billion) fund for research and development of new battery technologies. Furthermore, in January 2023, the U.S. Department of energy (DOE) announced a US$ 125 million grant for basic and advanced research on rechargeable battery technologies for commercial applications.

Competition from Other Battery Chemistries

Although lithium iron phosphate batteries offer high energy density, other battery chemistries like lithium nickel cobalt aluminum oxide (NCA) and lithium nickel manganese cobalt oxide (NMC) offer higher energy density, allowing for longer-range and longer-lasting power in applications such as electric vehicles. Lithium iron phosphate batteries generally have slower charging rates than other lithium-ion battery chemistries.

For applications that require rapid charging, such as electric vehicles, faster-charging alternatives like lithium titanate (LTO) or specific high-nickel NMC chemistries may be preferred. The landscape of battery technologies is continuously evolving, with new chemistries being researched. Improvements in other battery chemistries may reduce the demand for lithium-iron phosphate batteries.

COVID-19 Impact Analysis

The COVID-19 pandemic has positively and negatively affected the Lithium Iron Phosphate Batteries Market. Initially, the pandemic disrupted global supply chains, leading to manufacturing and logistical challenges involving the production and distribution of lithium iron phosphate batteries. However, as the world emerged from the pandemic, there was an increased focus on renewable energy and sustainable solutions.

Government incentives and investments in clean energy, part of a broad-based economic recovery plan, have accelerated the demand for lithium iron phosphate batteries in sectors such as electric vehicles, energy storage, and renewable energy systems. The pandemic has provided a fillip to the growth of the Lithium Iron Phosphate Batteries Market.

AI Impact

Artificial intelligence can potentially impact the lithium iron phosphate batteries market significantly. AI-powered technologies can optimize battery performance, enhance charging efficiency, and extend battery lifespan. AI can monitor and control lithium iron phosphate batteries in real-time through intelligent battery management systems and algorithms, optimizing their usage and improving overall system performance.

AI-driven predictive analytics can also enhance battery management, enabling accurate estimation of battery health, state of charge, and degradation. This leads to more effective maintenance and utilization of lithium iron phosphate batteries. AI-driven advancements are expected to enhance the competitiveness and adoption of lithium iron phosphate batteries in various applications.

Ukraine-Russia Impact

European and other Western countries reoriented their energy supplies in the wake of the Ukraine-Russia war. Sanctions were imposed on Russia by the EU and the U.S. The conflict has led to high energy prices in Europe, likely eroding the competitiveness of European Lithium-Iron Phosphate Battery Manufacturers. The war thus provides major opportunities for battery manufacturers from Asia-Pacific to expand their market share.

EU has undertaken various policies to promote the green economy, including clean transportation. In March 2023, the EU passed a new policy allowing only zero-emission cars to be sold in the region from 2035. Recent governmental policies after the war will likely augment lithium iron phosphate battery demand.

Segment Analysis

The Global Lithium Iron Phosphate Batteries Market is segmented based on type, capacity, application and region.

Due to Wide-Ranging Applications, Stationary Batteries are More Widely Used

Stationary lithium iron phosphate batteries have higher energy density and can be used for wide-ranging applications requiring a constant power supply. It is most commonly used to power electric motors in EVs. Furthermore, the demand for stationary batteries is likely to increase with the increasing adoption of energy storage systems in conjunction with renewable energy.

Portable lithium iron phosphate batteries are mainly used for industrial automation systems and robotics. The batteries haven't found significant adoption in electronic devices, where lithium-ion batteries are most preferred. However, with new innovations, portable lithium iron phosphate batteries will likely find more applications in the upcoming years.

Geographical Analysis

Strong Government Policies Enable North America to Garner Major Market Share

North America occupies a share of nearly a quarter of the Global Lithium Iron Phosphate Batteries Market. Electric vehicle (EV) sales in North America have been buoyed by strong consumer demand and new government policies. More than 750,000 all-electric vehicles were sold in the U.S. in 2022, representing a 57% increase compared to 2021.

The U.S. government passed the inflation reduction act (IRA) in August 2022, which included several provisions for electric vehicles. For instance, the show consists of a 30% federal tax credit for EV charging infrastructure. The act has also allocated more than US$ 13 billion in incentives for automakers to increase electric vehicle production. The government policies will increase battery demand over the medium and long term.

Competitive Landscape

The major global players include: BYD, K2 Energy, Relion, A123 Systems, Pihsiang Energy Technology, Lithium Werks, Optimumnano Energy, Taico, Victron Energy and Contemporary Amperex Technology.

Why Purchase the Report?

  • To visualize the Global Lithium Iron Phosphate Batteries Market segmentation based on type, capacity, application and region and understand key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of lithium iron phosphate batteries market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as Excel consisting of key products of all the major players.

The Global Lithium Iron Phosphate Batteries Market Report Would Provide Approximately 57 Tables, 58 Figures And 195 Pages.

Target Audience 2023

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Type
  • 3.2. Snippet by Capacity
  • 3.3. Snippet by Application
  • 3.4. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Falling Prices of Electric Vehicles (EVs)
      • 4.1.1.2. Rising Adoption of Grid-Scale Energy Storage Solutions
      • 4.1.1.3. Growth of Microgrid and Off-Grid Systems
      • 4.1.1.4. Favorable Government Policies and Incentives
    • 4.1.2. Restraints
      • 4.1.2.1. Shortfall in Global Lithium Production
      • 4.1.2.2. Competition from Other Battery Chemistries
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Force Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis

6. COVID-19 Analysis

  • 6.1. Analysis of COVID-19
    • 6.1.1. Scenario Before COVID
    • 6.1.2. Scenario During COVID
    • 6.1.3. Scenario Post COVID
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. By Type

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 7.1.2. Market Attractiveness Index, By Type
  • 7.2. Portable*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Stationary

8. By Capacity

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 8.1.2. Market Attractiveness Index, By Capacity
  • 8.2. 0-16,250 Mah*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. 16,251-50,000 Mah
  • 8.4. 50,001-100,000 Mah
  • 8.5. 100,001-540,000 Mah

9. By Application

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.1.2. Market Attractiveness Index, By Application
  • 9.2. Automotive*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. Power
  • 9.4. Industrial
  • 9.5. Others

10. By Region

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 10.1.2. Market Attractiveness Index, By Region
  • 10.2. North America
    • 10.2.1. Introduction
    • 10.2.2. Key Region-Specific Dynamics
    • 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Operation
    • 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.2.7.1. The U.S.
      • 10.2.7.2. Canada
      • 10.2.7.3. Mexico
  • 10.3. Europe
    • 10.3.1. Introduction
    • 10.3.2. Key Region-Specific Dynamics
    • 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.3.6.1. Germany
      • 10.3.6.2. The UK
      • 10.3.6.3. France
      • 10.3.6.4. Italy
      • 10.3.6.5. Spain
      • 10.3.6.6. Rest of Europe
  • 10.4. South America
    • 10.4.1. Introduction
    • 10.4.2. Key Region-Specific Dynamics
    • 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.4.6.1. Brazil
      • 10.4.6.2. Argentina
      • 10.4.6.3. Rest of South America
  • 10.5. Asia-Pacific
    • 10.5.1. Introduction
    • 10.5.2. Key Region-Specific Dynamics
    • 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.5.6.1. China
      • 10.5.6.2. India
      • 10.5.6.3. Japan
      • 10.5.6.4. Australia
      • 10.5.6.5. Rest of Asia-Pacific
  • 10.6. Middle East and Africa
    • 10.6.1. Introduction
    • 10.6.2. Key Region-Specific Dynamics
    • 10.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Capacity
    • 10.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

11. Competitive Landscape

  • 11.1. Competitive Scenario
  • 11.2. Market Positioning/Share Analysis
  • 11.3. Mergers and Acquisitions Analysis

12. Company Profiles

  • 12.1. BYD*
    • 12.1.1. Company Overview
    • 12.1.2. Product Portfolio and Description
    • 12.1.3. Financial Overview
    • 12.1.4. Key Developments
  • 12.2. K2 Energy
  • 12.3. Relion
  • 12.4. A123 Systems
  • 12.5. Pihsiang Energy Technology
  • 12.6. Lithium Werks
  • 12.7. Optimumnano Energy
  • 12.8. Taico
  • 12.9. Victron Energy
  • 12.10. Contemporary Amperex Technology

LIST NOT EXHAUSTIVE

13. Appendix

  • 13.1. About Us and Services
  • 13.2. Contact Us