汽車電池管理系統市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

汽車電池管理系統市場預計將在 2021 年達到 51.7 億美元，在預測期間（2022-2027 年）以超過 12.7% 的複合年增長率增長。

市場似乎前景廣闊，因為電動汽車在全球範圍內越來越受歡迎。 隨著汽車電氣化進程的推進，汽車製造商對安全、最佳地使用汽車電池組中存儲的能量的需求顯著增加。

2020 財年，受 COVID-19 影響，供應鏈受到影響，需求低迷。 由於政府強制封鎖，生產基地關閉，導致 2020 年第二季度的年銷售額下降。 COVID-19 大流行降低了消費者的購買力，導致石油和汽油價格大幅下跌。 由於汽油價格下降，配備內燃機 (ICE) 的傳統車輛的總擁有成本可能會降低。 在大多數細分市場中，電動汽車的總擁有成本仍低於傳統內燃機，但優勢並不大，這種轉變可能會影響銷售。 此外，自 2021 年第二季度以來，市場的銷量和年銷量都在復蘇。 您的供應鏈正在高效運作。 因此，市場在預測期內可能會顯著增長。

因此，汽車行業對電池管理系統的需求顯著增長，預計在預測報告期內將繼續增長。 此外，地方政府關於採用電動汽車的政策在很大程度上推動了商業動態。 公司專注於進入國際貿易，並大力投資於研發項目。

由於世界上大多數電動汽車都使用鋰離子電池，因此預計對電動汽車的需求將會增加，這很可能在預測期內成為市場的主要推動力。 電池管理系統對於鋰離子電池的安全和最佳運行至關重要。

汽車製造商正在推出多項計劃以推出更多電動汽車。 我們還建立合作夥伴關係並進行投資以提高我們在市場上的競爭力。 例如：

*2021年4月，PACCAR宣布與Romeo Power Inc.簽署為期五年的電池動力系統供應協議。 PACCAR 可能為其北美重型純電動汽車 Peterbilt 579EV 和 Peterbilt 520EV 垃圾車採購 Romeo Power 的電池組和電池管理軟件。

* Mahindra 和 Mahindra (M&M) 宣布，他們將在未來三年內向電動汽車 (EV) 領域投資 30 億印度盧比。 Mahindra 正在尋求 EV 領域的合作夥伴關係，包括電池管理系統。 我們還計劃推出一個新的電動汽車平台。

車載電池管理系統市場趨勢

對智能電池管理系統的需求不斷擴大

啟動/停止、電動助力轉向和電子製動系統等功能會增加電池的功率負載。 因此，從舒適到安全級別對所有這些電氣負載進行優先排序是汽車電氣系統中的一個關鍵挑戰。 智能電池管理系統 (IBMS) 越來越受到汽車製造商的青睞，並在所有地區得到廣泛採用。 IBMS 由先進的電子設備組成，例如測量充電狀態 (SOC)、健康狀態 (SOH) 和整個電池溫度的電池傳感器，這些電子設備以串聯和並聯陣列連接到車輛的電池組。

同時執行三個 IBMS 測量，即使在快速變化的車輛條件下也能進行準確測量。 借助 IBMS，電動汽車系統可以按邏輯順序關閉，提醒服務人員注意即將發生的電池問題，並保護他們免受電池爆炸的影響。 智能電池傳感器的領先供應商包括大陸集團、海拉和博世。

亞太地區和歐洲對電動汽車的需求不斷增長

除了傳統的內燃機汽車，電動汽車的需求也有望推動電池管理系統市場的增長。 隨著每個地區排放法規的收緊，預計在預測期內對電動汽車的需求將會增加。 與 2020 年相比，2021 年全球電動汽車銷量將大幅增長 109% 以上。

電動汽車的主要信息來源是電池，這將推動對高效、先進的電池管理系統的需求。 到 2021 年，亞太地區將佔據電池管理系統市場的很大份額。 例如：

• 2021 年 6 月，海拉宣布與恆大集團合資成立海拉恆大電子（深圳）有限公司，開發和生產高壓電池管理系統。 海拉將主要在電池電子領域做出貢獻，共同開發高端電池管理系統。
• 2021 年 6 月，Sharda Motor Industries Limited (SMIL) 和 Kinetic Green Energy and Power Solutions Limited（Kinetic Group 旗下公司）成立合資企業，在印度為電動汽車和固定應用開髮帶電池管理系統的電池組 A 業務（合資）合同已經簽署。

隨著電動汽車銷量的激增，歐洲市場在 2021-2022 年實現了更快的增長。 歐洲市場在預測期內將進一步增長，因為歐盟政府正在密切監控排放標準，挪威和荷蘭等一些歐洲國家計劃到 2025 年禁止生產內燃機汽車。當時預測。

汽車電池管理系統市場競爭分析

市場高度整合，主要參與者包括 DENSO Corporation、Robert Bosch GmbH、Hitachi Ltd、Panasonic Corporation、Calsonic Kansei。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查先決條件
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

• 市場驅動因素
• 市場製約因素
• 產業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 零件
  • 電池集成電路
  • 電池傳感器
  • 其他組件（用於 IBMS 等的電子零件和材料）
• 推進方式
  • 內燃機汽車
  • 電動汽車（HEV、PHEV、BEV）
• 汽車模型
  • 乘用車
  • 商用車
• 按地區
  • 北美
    • 美國
    • 加拿大
    • 其他北美地區
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 挪威
    • 荷蘭
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 其他亞太地區
  • 世界其他地方
    • 巴西
    • 南非
    • 其他國家

第六章競爭格局

• 供應商市場份額
• 公司簡介
  • Robert Bosch GmbH
  • Panasonic Corporation（Ficosa）
  • LG Chem
  • Calsonic Kansei Corporation
  • Hitachi Ltd
  • Mitsubishi Electric Corporation
  • Continental AG
  • LiTHIUM BALANCE
  • Preh GmbH
  • LION E Mobility AG
  • Ningbo Joyson Electronic Corporation

第7章 市場機會今後動向

The automotive battery management system market was valued at USD 5.17 billion in 2021, and it is expected to register a CAGR of over 12.7% during the forecast period (2022-2027). The market seems to be promising due to the increased adoption of electric vehicles globally. With growing electrification in vehicles, the need for safe and optimum use of the energy stored in a vehicle battery pack has increased significantly among automakers.

Demand remained muted during the FY 2020 due to COVID-19, which affected the supply chain. Government-regulated lockdowns shut down the production houses, causing a decline in annual sales during Q2 FY2020. The COVID-19 pandemic decreased consumer purchasing power and contributed to a significant drop in oil and gasoline prices. For traditional vehicles with internal combustion engines (ICEs), the drop in gasoline prices may decrease the total cost of ownership. Although EVs will still have lower total costs of ownership than traditional ICE vehicles in most segments, the advantage will not be as great, and this shift could influence sales. Moreover, the market has been recovering after Q2 2021 in terms of revenue and annual sales. The supply chain is working efficiently. Thus, the market is likely to grow significantly during the forecast period.

Thus, the demand for battery management systems from the automotive industry has been growing significantly, and it is expected to continue to grow during the forecast report. In addition, regional government policies regarding EV adoption have primarily driven the business dynamics. Companies are focusing on entering international deals and are heavily investing in R&D projects.

The anticipated increase in demand for electric vehicles may primarily drive the market during the forecast period, as most electric vehicles worldwide utilize lithium-ion batteries. The battery management system is essential for the safe and optimal performance of lithium-ion batteries.

Automakers are initiating several plans to launch a greater number of electric vehicles. They are also entering partnerships and making investments to have a competitive edge in the markets. For instance,

* In April 2021, PACCAR announced a five-year supply agreement for battery power systems with Romeo Power Inc. PACCAR may purchase Romeo Power's battery packs and battery management software for heavy-duty battery-electric Peterbilt 579EV vehicles and Peterbilt 520EV refuse trucks in North America.

* Mahindra & Mahindra (M&M) announced an investment of INR 30 billion in electric vehicle (EV) space over the next three years. Mahindra is exploring partnerships in the EV segment, including battery management systems. It is also planning to launch a new EV platform.

Automotive Battery Management Systems Market Trends

Increasing Demand for Intelligent Battery Management System

Features like start/stop, electric power steering, and electronic braking systems have increased the battery's power load. Therefore, prioritizing all these electrical loads on a scale from comfort to safety level has been a significant issue in a vehicle's electrical system. Intelligent battery management systems (IBMSs) have been gaining attention among automakers and are being widely adopted across all regions. IBMS consists of advanced electronics, such as battery sensors that measure the state of charge (SOC), state of health (SOH), and temperature across a cell, connected in series and parallel arrays in a vehicle battery pack.

All three measurements by IBMS have been taken simultaneously to ensure accurate measurements, even during rapidly changing vehicle conditions. The usage of IBMS aids in shutting down these electric vehicle systems in a logical order and warning the drivers about the impending battery problem to keep them safe from battery explosions. The prominent suppliers of intelligent battery sensors include Continental AG, Hella, and Bosch.

Growing Demand for Electric Vehicles in Asia-Pacific and Europe

Apart from conventional IC engine vehicles, the demand for electric vehicles is anticipated to boost the growth of the battery management system market. With stringent emission regulations across every region, the electrical vehicle demand is likely to increase during the forecast period. Global electric vehicle sales increased dramatically to more than 109% in 2021 compared to 2020.

The battery is the primary source of power for electric vehicles, which is likely to drive the demand for an efficient and advanced battery management system. The Asia-Pacific region covered a significant share of the battery management system market in 2021. For instance,

• In June 2021, Hella announced its joint venture (JV) with Evergrande Group, HELLA Evergrande Electronics (Shenzhen) Co., to develop and produce high-voltage battery management systems. Hella is primarily contributing to the field of battery electronics and jointly developing high-class battery management systems.
• In June 2021, Sharda Motor Industries Limited (SMIL) and Kinetic Green Energy and Power Solutions Limited, a Kinetic Group company, entered a joint venture (JV) agreement to develop battery packs with battery management systems for electric vehicles and stationary applications in India.

The market in Europe registered a faster growth rate due to its rapidly increasing electric vehicle sales in 2021-2022. The market in Europe is anticipated to grow further during the forecast period, with the EU government strictly monitoring the emission standards and planning to impose a ban on manufacturing IC engine vehicles by 2025 in a few European countries, like Norway and the Netherlands.

Automotive Battery Management Systems Market Competitive Analysis

The market is highly consolidated with major players, like DENSO Corporation, Robert Bosch GmbH, Hitachi Ltd, Panasonic Corporation, and Calsonic Kansei Corporation.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Components
  • 5.1.1 Battery IC
  • 5.1.2 Battery Sensors
  • 5.1.3 Other Components (Electronics and Materials Used in IBMS)
• 5.2 Propulsion Type
  • 5.2.1 IC Engine Vehicle
  • 5.2.2 Electric Vehicle (HEV, PHEV, and BEV)
• 5.3 Vehicle Type
  • 5.3.1 Passenger Cars
  • 5.3.2 Commercial Vehicles
• 5.4 Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Rest of North America
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Norway
    • 5.4.2.5 The Netherlands
    • 5.4.2.6 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 Rest of Asia-Pacific
  • 5.4.4 Rest of the World
    • 5.4.4.1 Brazil
    • 5.4.4.2 South Africa
    • 5.4.4.3 Other Countries

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles
  • 6.2.1 Robert Bosch GmbH
  • 6.2.2 Panasonic Corporation (Ficosa)
  • 6.2.3 LG Chem
  • 6.2.4 Calsonic Kansei Corporation
  • 6.2.5 Hitachi Ltd
  • 6.2.6 Mitsubishi Electric Corporation
  • 6.2.7 Continental AG
  • 6.2.8 LiTHIUM BALANCE
  • 6.2.9 Preh GmbH
  • 6.2.10 LION E Mobility AG
  • 6.2.11 Ningbo Joyson Electronic Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS