首頁 > 市場調查報告書 > 汽車工業

電動車電池 EV電池

市場調查報告書

商品編碼

1108747

電動汽車電池：關鍵技術、細分分析、市場預測（2022-2027）

Electric Vehicle Batteries: Key Technologies, Segment Analysis & Market Forecasts 2022-2027

出版日期: 2022年08月01日 | 出版商:

Juniper Research Ltd | 英文 | 商品交期: 最快1-2個工作天內

價格

簡介目錄

預計到 2027 年，電動汽車的電池組出貨量將達到 3000 萬個，高於 2022 年的 1000 萬個。

由政府補貼直接導致的車輛成本下降以及對當前移動服務對環境影響的認識不斷提高是支持電動汽車電池產量增長的主要因素。商用車領域的增長將最為強勁，預計商用電動汽車電池組的出貨量將從 2022 年的 140 萬個增長到 2027 年的 700 萬個以上。

本報告探討了全球電動汽車電池市場，研究了電動汽車電池行業中不斷發展的各種技術，電動汽車電池生產和汽車滲透率的區域分析，以及對電動汽車電池的深入見解。 EV、PHEV（插電式混合動力汽車）、大公司等

內容

第 1 章重點和戰略建議

第 2 章 EV 電池 - 市場格局

簡介
電動汽車電池市場定義和組織
電動汽車的普及
- 車輛設計變更
- 各種電池技術
  - 鋰離子電池
  - 全固態電池
  - 鎳氫電池
  - 鉛蓄電池
  - 超級電容
  - 斑馬電池
- 擴大電動汽車滲透率
- 供應鏈問題
- 內燃機車法和即將禁止
- 電動汽車製造商承諾
- 電池回收和再利用

第 3 章 EV 電池：區域分析

電動汽車電池的區域分析
- 北美
  - 美國
  - 加拿大
- 拉丁美洲
  - 巴西
  - 墨西哥
  - 智利
- 西歐
  - 德國
  - 法國
  - 英國
- 中歐和東歐
  - 匈牙利
  - 波蘭
- 遠東/中國
  - 中國
  - 韓國
  - 電動汽車電池的本地生產
  - 日本
- 印度次大陸
  - 印度
- 其他亞太地區
  - 澳大利亞
  - 新加坡
- 非洲/中東
  - 南非
  - 目前的電動汽車引進水平
  - 埃及

第 4 章電動汽車電池競爭排行榜

為什麼要閱讀這份報告？
Juniper Research 競爭對手排行榜評估調查方法
限制和解釋
電動汽車電池 - 供應商分析
- AESC（汽車能源供應公司）
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 比亞迪
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 中航鋰電
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- CATL（當代安培科技有限公司）
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 德意志 Accumotive
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- Electrovaya
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- Electrovaya
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 松下
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 三星 SDI
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- SK創新
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 天津力神電池股份有限公司
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 天能
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 東芝
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 維科爾
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會
- 萬向集團
  - 公司
  - 地域擴張
  - 主要客戶和戰略合作夥伴
  - 報價摘要
  - 戰略建議和關鍵機會

第 5 章 EV 電池 - 市場預測

電動汽車電池：市場預測
調查方法和假設
電動汽車電池預測
- EV 電池出貨
- 電動汽車電池硬件收入

簡介目錄

Juniper Research's new “EV (Electric Vehicle) Batteries” research report provides a highly detailed analysis of this rapidly growing market. This assessment examines the different technologies growing within the EV battery space, including lithium-ion, solid-state and others, and a regional analysis of EV battery production and vehicle uptake.

The report also presents extensive market forecasts; delivering detailed insights and market sizing across EV batteries, split by consumer and commercial vehicles, and the volume of shipments and associated hardware spend. The suite also includes forecasts for EV and PHEV (Plug-in Hybrid) adoption, again split by consumer and commercial. The report also positions 15 EV battery vendors in the Juniper Research Competitor Leaderboard; providing an invaluable resource for stakeholders seeking to understand the competitive landscape of this dynamic market.

This research suite comprises:

Strategy & Forecasts (PDF)

5-year Market Sizing & Forecast Spreadsheet (Excel)

12 months' access to harvest Online Data Platform

KEY FEATURES

Market Dynamics: Detailed assessment of how different trends and concerns amongst consumers are leading to the greater adoption of EVs, and how EV batteries must evolve to serve user needs.

Battery Technology Analysis: Analysis of existing and emerging EV battery technologies and their potential going forward, including:
- Lead-acid
- Lithium-ion
- Nickel-metal Hydride
- Solid-state
- Ultracapacitors
- Zebra

Juniper Research Competitor Leaderboard: Key player capability and capacity assessment for 15 EV battery vendors:
- Automotive Energy Supply Corporation
- BYD
- China Aviation Lithium Battery
- Contemporary Amperex Technology Co. Limited
- Deutsche Accumotive
- Electrovaya
- LG Chem
- Panasonic
- Samsung SDI
- SK Innovation
- Tianjin Lishen Battery Joint-Stock
- Tianneng
- Toshiba
- Verkor
- Wanxiang Group

Benchmark Industry Forecasts: 5-year forecasts for EV batteries, split by consumer and commercial vehicles, and the volume of shipments and associated hardware spend. The suite also includes forecasts for EV and PHEV adoption, again split by consumer and commercial. Data is also split by our 8 key regions and the 60 countries listed below:
- Algeria
- Argentina
- Australia
- Austria
- Bangladesh
- Belgium
- Brazil
- Canada
- Chile
- China
- Colombia
- Croatia
- Czech Republic
- Denmark
- Ecuador
- Egypt
- Finland
- France
- Germany
- Greece
- Hong Kong
- Hungary
- India
- Indonesia
- Ireland
- Israel
- Italy
- Japan
- Kenya
- Kuwait
- Malaysia
- Mexico
- Nepal
- Netherlands
- New Zealand
- Nigeria
- Norway
- Pakistan
- Peru
- Philippines
- Poland
- Portugal
- Qatar
- Romania
- Russia
- Saudi Arabia
- Singapore
- South Africa
- South Korea
- Spain
- Sweden
- Switzerland
- Thailand
- Turkey
- UK
- Ukraine
- United Arab Emirates
- Uruguay
- US
- Vietnam

KEY QUESTIONS ANSWERED

1. Which battery technologies will power future electric mobility forwards?

2. What are the key trends influencing the evolution of EV batteries?

3. What are the main challenges in the EV battery space?

4. Who are the leading players in EV battery manufacturing and development?

5. What will the market size for EV batteries be in 2027?

COMPANIES REFERENCED

Included in the Juniper Research Competitor Leaderboard: Automotive Energy Supply Corporation, BYD, China Aviation Lithium Battery, Contemporary Amperex Technology Co Limited, Deutsche Accumotive, Electrovaya, LG Chem, Panasonic, Samsung, SK Innovation, Tianjin Lishen Battery, Tianneng, Toshiba, Verkor, Wanxiang Group.

Mentioned: 24M Technologies, Albemarle, Apple, Ascend Elements, Audi, Beijing Automotive Group , Berkshire Hathaway, Bharat Heavy Electricals Ltd, BlueOval SK, BMW, Bosch, Brazil Electricity Regulatory Agency, Britishvolt, Capgemini, CBMM, Changan Auto, China Automotive Battery Innovation Alliance, CIC Capital Ventures, Continental, Coventry Airport, Coventry City University, Daimler, Dell, Denso, Department of Heavy Industries, DFM, Dongfeng Motor Corporation, Durathon, Dyson, EcoPro BM, EcoPro EM, El Nasr Manufacturing Co, ElectroMobility Poland, ElringKlinger, Envision AESC , European Battery Alliance, European Investment Bank, EVE Energy, Evonik Industries, Exide Industries, Farasis, FAW Group, Fecon Mining, Fiat, Ford, GAC, Geely, General Electric, General Motors, Global Battery Alliance, Grab, Great Wall Motor Group, GS Yuasa, Hibar Systems, Hillhouse Capital Group, Honda, HP, Hyundai, Imposto Sobre Produtos Industralizados, India Power Corporation, Infinity-e , InnoEnergy, International Energy Agency, JP Morgan Chase, Karma Automotive, Kia Motors, KwF IPEX Bank, LEAPMOTOR, LG, Libcoin, Lincoln, Lion Electric, Li-Tech Battery GmbH, Lucas TVS, Magnis Energy Technologies, Maxell, Mitsubishi, Mondelez, NASA, National Automotive Company, Nissan, NITI Aayog, Orion Assembly, QuantumScape, Raymond Corp, Redwood Materials, Renault, Romeo Power, SAIC Motors, Santander, Schneider Electric, SDIC Venture Capital, Sequoia Capital China, Shanghai Automotive Industry Corporation, Shiyan Municipal Government , Sibanye-Stillwater, Sichuan Changhong, Sila Technologies, Sociedad Química y Minera de Chile, Sojitz, Solid Energy Systems, Solus Advanced Materials, SQM, Stellantis, Suzuki, SVOLT, Svolt Energy, Tata, Tesla, TotalEnergies, Toyotsu Lithium Corp, Transport Canada, TriLake Partners, UBS, Vicinity Motors Corp, Volkswagen, Volvo, Walmart, WeLion, World Economic Forum, Wuzhoulong, Xiamen University, XPENG.

DATA & INTERACTIVE FORECAST

Juniper Research's “Electric Vehicle Batteries” forecast suite includes:

Forecast splits for 8 key regions, as well as 60 country-level data splits for:
- Algeria
- Argentina
- Australia
- Austria
- Bangladesh
- Belgium
- Brazil
- Canada
- Chile
- China
- Colombia
- Croatia
- Czech Republic
- Denmark
- Ecuador
- Egypt
- Finland
- France
- Germany
- Greece
- Hong Kong
- Hungary
- India
- Indonesia
- Ireland
- Israel
- Italy
- Japan
- Kenya
- Kuwait
- Malaysia
- Mexico
- Nepal
- Netherlands
- New Zealand
- Nigeria
- Norway
- Pakistan
- Peru
- Philippines
- Poland
- Portugal
- Qatar
- Romania
- Russia
- Saudi Arabia
- Singapore
- South Africa
- South Korea
- Spain
- Sweden
- Switzerland
- Thailand
- Turkey
- UK
- Ukraine
- United Arab Emirates
- Uruguay
- US
- Vietnam

Forecasts provided for EV battery adoption, split by consumer and commercial vehicles, and the volume of shipments and associated hardware spend. The suite also includes forecasts for EV and PHEV adoption, again split by consumer and commercial.

Interactive scenario tool allowing users to manipulate Juniper Research's data for 4 different metrics.

Access to the full set of forecast data of 45 tables and more than 20,000 datapoints.

Juniper Research's highly granular IFxls (interactive Excels) enable clients to manipulate our forecast data and charts to test their own assumptions, by using the interactive scenario tool, and compare select markets side by side in customised charts and tables. IFXLs greatly increase the clients' ability to both understand a particular market and to integrate their own views into the model.

FORECAST SUMMARY

The volume of electric vehicle battery pack shipments will reach 30 million in 2027; from just 10 million in 2022.

Falling vehicle costs, often directly caused by government subsidies, and increasing awareness around the environmental impact of current mobility services are key drivers behind the growth in electric vehicle battery production.

This growth will be strongest within the commercial segment, with commercial electric vehicle battery pack shipments growing from 1.4 million in 2022 to over 7 million by 2027.

Mass electrification of fleet vehicles is required for meeting corporate decarbonisation goals and will drive investment into electric vehicles from enterprises. In turn, this provides an opportunity for manufacturers to develop batteries designed for energy-intensive commercial use cases.

For electric vehicles to reach mass adoption across commercial use cases, including heavy goods haulage and passenger transport, scaling the production of new battery technologies is essential. This includes solid state batteries and new chemical mixes.

The most pressing issue for electric vehicle adoption is the rare earth minerals required in battery production, including cobalt, which is difficult to source, in terms of both cost and the ethics around procurement.

Accordingly, manufacturers must rapidly move to new, higher capacity technologies including solid-state batteries to unlock energy intensive use cases. However, these changes in technologies must continue to prioritise the sustainability goals electrification is based upon.

1. Key Takeaways & Strategic Recommendations

1.1. Key Takeaways
1.2. Strategic Recommendations

2. EV Batteries - Market Landscape

2.1. Introduction
2.2. Definition and Organisation of the EV Batteries Market
- Figure 2.1: Types of Battery Packs for EV Cars
- Figure 2.2: Lithium-Ion Battery Charging Process
2.3. The Roll-out of Electric Vehicles
- 2.3.1. Changing Vehicle Design
- 2.3.2. Different Battery Technologies:
  - i. Lithium-ion Batteries
    - Figure 2.3: Material Demand Projections for Lithium-Ion Batteries
  - ii. Solid-state Batteries
  - iii. Nickel-metal Hydride Batteries
  - iv. Lead-acid Batteries
  - v. Ultracapacitors
  - vi. Zebra Batteries
- 2.3.3. Wider EV Adoption
- 2.3.4. Supply Chain Issues
  - Figure 2.4: Declining Price of Lithium-Ion Batteries 1991-2018
  - Figure 2.5: Production of Lithium and EV Demand, in Thousands of Tonnes
- 2.3.5. Legislations and Impending Bans on ICE Vehicles
- 2.3.6. EV Manufacturer Pledges
- 2.3.7. Battery Recycling and Repurposing

3. EV Batteries: Regional Analysis

3.1. EV Batteries Regional Analysis
- 3.1.1. North America
  - i. US
    - Figure 3.1: Number of Light-duty Vehicle Models Available by Powertrain, 2014-2021
  - ii. Canada
- 3.1.2. Latin America
  - i. Brazil
  - ii. Mexico
  - iii. Chile
- 3.1.3. West Europe
  - i. 3.1. Germany
  - ii. France
  - iii. UK
- 3.1.4. Central & East Europe
  - i. Hungary
  - ii. Poland
- 3.1.5. Far East & China
  - i. China
  - ii. South Korea
  - iii. Local EV Battery Production
  - iv. Japan
- 3.1.6. Indian Subcontinent
  - i. India
- 3.1.7. Rest of Asia Pacific
  - i. Australia
  - ii. Singapore
- 3.1.8. Africa and the Middle East
  - i. South Africa
  - ii. The Current Level of EV Adoption
  - iii. Egypt

4. Electric Vehicle Batteries Competitor Leaderboard

4.1. Why Read This Report?
- Table 1: Juniper Research Competitor Leaderboard: EV Batteries Vendors Included & Product Portfolio
- Figure 4.2: Juniper Research Competitor Leaderboard for EV Battery Vendors
- Table 4.3: Juniper Research Competitor Leaderboard: EV Battery Vendors & Positioning
- Table 4.4: Juniper Research Competitive Leaderboard Heatmap: EV Battery Vendors
4.2. Juniper Research Competitor Leaderboard Assessment Methodology
4.3. Limitations & Interpretation
- Table 4.5: Juniper Research Competitor Leaderboard Scoring Criteria - EV Batteries
4.4. EV Batteries - Vendor Analysis
- 4.4.1. AESC (Automotive Energy Supply Corporation)
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.2. BYD
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.3. China Aviation Lithium Battery
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.4. CATL (Contemporary Amperex Tech. Co. Limited)
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.5. Deutsche Accumotive
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.6. Electrovaya
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.7. LG Chem
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.8. Panasonic
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.9. Samsung SDI
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.10. SK Innovation
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.11. Tianjin Lishen Battery Joint-Stock Co. Ltd.
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.12. Tianneng
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.13. Toshiba
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.14. Verkor
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities
- 4.4.15. Wanxiang Group
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients and Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research Strategic Recommendations and Key Opportunities

5. EV Batteries - Market Forecasts

5.1. EV Batteries: Market Forecasts
5.2. Methodology & Assumptions
- Figure 5.1: EV Battery Forecast Methodology
- Figure 5.2: EV Forecast Methodology
- Figure 5.3: PHEV Forecast Methodology
5.3. EV Battery Forecasts
- 5.3.1. EV Battery Shipments
  - Figure & Table 5.4: Number of Electrified Vehicle Battery Packs Shipped (m), by 8 Key Regions, 2022-2027
  - Figure 5.5: Number of Electrified Vehicle Battery Packs Shipped (m), Split by Segment, 2022-2027
- 5.3.2. EV Battery Hardware Revenue
  - Figure & Table 5.6: Hardware Spend on Electrified Vehicle Battery Packs ($m), Split by 8 Key Regions, 2022-2027
  - Figure 5.7: Hardware Spend on Electrified Vehicle Battery Packs ($m), Split by Segment, 2022-2027