全球電動商用車（CV）電池市場的成長機會

Growth Opportunities in Global Electric Commercial Vehicle Battery Market

出版日期: 2023年12月15日 | 出版商:

Frost & Sullivan | 英文 79 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

脫碳努力和電動卡車的廣泛普及推動了對電池容量的需求

全球電動商用車 (CV) 銷量預計將從 2022 年的 397,146 輛成長到 2030 年的 630 萬輛，同期複合年成長率為 41.4%。因此，電動商用車的電池容量需求預計將在10年內成長117倍，從2020年的7.2GWh成長到2030年的840GWh。由於平均汽車電池容量顯著高於其他地區，預計到 2030 年，北美將佔全球電動車電池需求的 50%。

隨著電池製造商擴大電池生產規模以應對電動車需求的成長，人們將更加重視降低成本、提高能量密度以及使整個供應鏈更加穩健、清潔和永續性。事實將會如此。電池生態系統中的企業需要根據電池產業的需求快速回應並轉向。相關人員應該專注於使整個網路對波動更具彈性。隨著電池架構的發展，汽車製造商在電池價值鏈中的作用將擴大，並成為將電池直接整合到電池組或車身的電動車平台設計中不可或缺的一部分。

車載電池容量較低意味著體積和重量更小，這為增加體積和重量方面的有效負載容量創造了空間，有可能降低成本並增加電動商用車營運商的商機。支援電子商務和最後一哩交付興起的商用車領域的經營模式可能會使電池更換成為利基市場的可行選擇。充電基礎設施的擴建預計也將影響商用車的汽車電池容量。

主要問題

全球電動商用車領域的電池需求是多少？
各地區電池化學的佔有率是多少？
2035 年之前電池技術的技術藍圖與演變？
電池成本趨勢與未來價格預測
主要電池供應商概況和OEM- 化學映射？

電動輕型商用車銷售
電動M&HD卡車銷售
電動輕型商用車的電池總容量需求
2030年電池容量需求總量佔比：LCV
蓄電池總容量需求M&HD卡車
2030年電池容量總需求佔有率：M&HD卡車
電池化學分享：電動LCV
電池化學物質佔有率：M&HD 卡車
平均電池容量：按地區

電池技術藍圖與成本趨勢

電池技術藍圖
電池成本
電池配置
電池成本預測
電池組與電池組的比率

新電池技術與未來

刀片電池
鋰硫電池
鋰空氣電池
固態電池
電池組電池
結構電池組（電芯到底底盤）

電池芯供應商簡介

CATL
LGES
BYD
Panasonic
SK Innovation
Samsung SDI
CALB
Gotion High-Tech

主要原始OEM、電池供應商、化學圖譜

電池芯供應商化學成分：映射
OEM：化學圖譜
OEM：電池芯供應商映射
主要原始OEM和電池供應商之間的合作夥伴關係

產品基準

LCV 電池容量（依型號）
M&HD 卡車型號的電池容量
各細分市場的平均電池容量

成長機會宇宙

成長機會 1：不斷發展的電池化學
成長機會2：電池技術的進步
成長機會3：CV電池容量的變化

附錄

簡稱

下一步

簡介目錄

Product Code: PF6A-42

Decarbonization Efforts and Proliferation of Electric Trucks Drive Demand for Battery Capacity

The global electric commercial vehicle (CV) sales are forecast to grow to 6.3 million units by 2030 from 397,146 units in 2022, at a CAGR of 41.4% over the period. This is expected to increase global aggregate battery capacity demand from electric CVs by 117 times in 10 years, from 7.2 GWh in 2020 to 840 GWh by 2030. North America is expected to make up 50% of the global battery demand for electric CVs by 2030 mainly due to significantly higher average battery capacity in vehicles compared to other regions.

As battery manufacturers scale up battery production in response to growing demand from EVs, there will be a greater focus on reducing cost, increasing energy density, and making the overall supply chain more robust, clean, and sustainable. Companies in the battery ecosystem will need to respond and pivot quickly according to the demands in the battery space. Stakeholders should focus on making the overall network more resilient to volatility. With transforming battery structures, the role of vehicle manufacturers in the battery value chain is poised to grow and become critical in designing EV platforms that integrate batteries directly into packs or vehicle chassis.

Less onboard battery capacity will mean lower volume and weight, making more room for higher payload capacity in terms of volume and weight, potentially reducing costs, and increasing revenue opportunity for electric CV operators. Business models in the CV space that align with the rise in eCommerce and last-mile delivery growth could make battery swapping a viable option in niche segments. Growing charging infrastructure will also impact onboard CV battery capacities.

Key Issues Addressed:

What is the global battery demand in the electric commercial vehicle segment?
Share of battery chemistry across different regions?
Technology roadmap and evolution of battery technology until 2035?
Battery cost dynamics and future price forecasts?
Major battery cell supplier profile and OEM-chemistry mapping?

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top Three Strategic Imperatives on the Electric Commercial Vehicle Battery Industry
Growth Opportunities Fuel the Growth Pipeline Engine™