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市場調查報告書
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1198280

充電電池市場增長、趨勢和預測 (2023-2028)

Secondary Battery Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2019 年可充電電池市場價值 878.2 億美元,預計到 2027 年將達到 2200 億美元,2022 年至 2027 年的複合年增長率超過 15%。

市場在 2020 年受到了 COVID-19 的負面影響。 市場現在處於大流行前的水平。

主要亮點

  • 從中期來看,鋰離子電池價格下降和電動汽車普及率提高預計將成為推動市場發展的主要因素。
  • 另一方面,原材料的供需不匹配可能會阻礙市場增長。
  • 開發新型和先進電池市場可能是整個二次電池市場的主要商機。
  • 亞太地區是最大的市場,大部分需求預計將來自中國、日本和印度。

充電電池市場趨勢

鋰離子電池技術主導市場

  • 在各種類型的電池技術中,鋰離子電池 (LIB) 憑藉其良好的容量重量比,有望在預測期的下半年主導二次電池市場。 其他將在 LIB 的採用中發揮重要作用的因素包括更好的性能、更高的能量密度和更低的價格。
  • 由於其高能量密度,鋰離子電池的價格將從 2013 年的 668 美元/千瓦時大幅下降到 2021 年的 123 美元/千瓦時,成為所有電池中的熱門選擇。。
  • 傳統上,鋰離子電池用於手機、筆記本電腦和個人電腦等消費電子設備。 然而,由於電動汽車不排放二氧化碳和氮氧化物等溫室氣體,因此對環境的影響較小,經常被重新設計為混合動力和電動汽車的動力源。
  • LIB 的製造工廠主要位於亞太地區、北美和歐洲。 比亞迪有限公司和 LG 化學有限公司等主要製造商計劃主要在亞太地區(包括印度、中國和韓國)建立新的製造工廠。
  • 因此,由於這些因素,鋰離子電池技術有望在預測期內主導二次電池市場。

亞太地區主導市場

  • 亞太地區擁有多個經濟增長區,自然資源和人力資源豐富,隨著消費電子產品需求的不斷增長,預計未來幾年將成為充電電池企業的主要投資熱點不斷增長的中產階級人口。
  • 在印度,由於政府大力推動電動交通,當地的電池製造業正在蓬勃發展。 印度政府制定了到 2030 年電動汽車普及率達到 30% 的目標,並製定了實現這一目標的政策和計劃。 例如,2021年,政府將修訂目前生效的FAME-II(Faster Adoption and Manufacturing of Electric Vehicles-II)制度,將電動汽車的補貼率從120印度盧比/千瓦時提高到180印度盧比/千瓦時,我們成功了在糾正兩輪車輛和電力驅動之間的差距。
  • 中國是最大的電動汽車市場,電動汽車銷量超過 330 萬輛,佔 2021 年全球電動汽車銷量的近 16%。 預計未來仍將是全球最大的電動汽車市場。 充電基礎設施的發展進一步推動了電動汽車在該國的普及。 除了電動汽車,通信服務的日益普及表明對二次電池的需求很高。
  • 同樣,隨著 2020 年日本推出 5G 服務以及在預測期內越來越多的用戶遷移到 5G,對 5G 塔和可充電電池的需求預計將飆升。
  • 因此,由於這些因素,亞太地區很可能在預測期內主導充電電池市場。

充電電池市場競爭者分析

充電電池市場高度分散。 主要參與者包括 Contemporary Amperex Technology Co.Limited、BYD、Duracell Inc.、EnerSys 和 Tesla Inc.。

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

  • 調查範圍
  • 市場定義
  • 調查假設

第 2 章執行摘要

第三章研究方法論

第 4 章市場概述

  • 介紹
  • 到 2027 年的市場規模和需求預測(單位:億美元)
  • 近期趨勢和發展
  • 電池/原材料價格趨勢和預測(單位:美元/千瓦時,美元/公噸),按主要技術類型,到 2027 年
  • 國際貿易統計數據(進出口數據)(單位:百萬美元),按主要技術類型,按主要國家,截至 2020 年
  • 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

  • 技術領域
    • 鉛蓄電池
    • 鋰離子電池
    • 其他(鎳氫、鎳鎘等)
  • 申請
    • 汽車電池(HEV、PHEV、EV)
    • 工業電池(動力、固定(通信、UPS、儲能係統 (ESS) 等)
    • 便攜式電池(家用電器等)
    • 其他(電動工具電池、SLI 電池等)
  • 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
    • BYD Co. Ltd
    • Contemporary Amperex Technology Co. Limited
    • Duracell Inc.
    • EnerSys
    • GS Yuasa Corporation
    • Clarios
    • LG Chem Ltd
    • Panasonic Corporation
    • Saft Groupe SA
    • Samsung SDI Co. Ltd
    • Showa Denko KK
    • Tesla Inc.
    • TianJin Lishen Battery Joint-Stock Co. Ltd

第7章 市場機會未來動向

簡介目錄
Product Code: 49322

The secondary battery market was valued at USD 87.82 billion in 2019, and it is anticipated to reach USD 220 billion by 2027, registering a CAGR of more than 15% during 2022-2027.

The market was negatively impacted by COVID-19 in 2020. Currently, the market has reached pre-pandemic levels.

Key Highlights

  • Over the medium term, declining lithium-ion battery prices and increasing adoption of electric vehicles are likely to be the major factors driving the market.
  • On the other hand, the demand-supply mismatch of raw materials is likely to hinder the market's growth.
  • Developing new and advanced battery chemistries will likely create immense opportunities for the overall secondary battery market.
  • Asia-Pacific is expected to be the largest market, with the majority of the demand coming from China, Japan, and India.

Secondary Battery Market Trends

Lithium-ion Battery Technology to Dominate the Market

  • Among different types of battery technologies, lithium-ion battery (LIB) is expected to dominate the secondary battery market in the latter part of the forecast period, majorly due to its favorable capacity-to-weight ratio. Also, other factors that play an important role in boosting the LIB adoption include better performance, higher energy density, and decreasing price.
  • Due to its high energy density, the price of lithium-ion batteries decreased considerably from USD 668/kWh in 2013 to USD 123/kWh in 2021, making it a lucrative choice among all batteries.
  • Lithium-ion batteries have traditionally been used in consumer electronic devices, such as mobile phones, notebooks, and PCs. However, they are increasingly being redesigned for use as the power source of choice in hybrid and the complete electric vehicle (EV) range, owing to factors such as low environmental impact, as EVs do not emit any CO2, nitrogen oxides, or any other greenhouse gases.
  • LIB manufacturing facilities are majorly located in Asia-Pacific, North America, and Europe. Major market players, such as BYD Company Limited and LG Chem Ltd, have plans to set up new manufacturing facilities in the Asia-Pacific region, primarily in India, China, and South Korea.
  • Therefore, based on such factors, lithium-ion battery technology is expected to dominate the secondary battery market during the forecast period.

Asia-Pacific to Dominate the Market

  • The Asia-Pacific region has multiple growing economies with substantial natural and human resources, with China and India expected to be major investment hotspots for secondary battery companies in the coming years due to policy-level support from governments for both renewables and EVs and a growing middle-class population creating demand for consumer electronics.
  • India has been witnessing a surge in manufacturing batteries locally due to the government's push toward e-mobility. The Indian government aims to achieve a 30% electric fleet by 2030 and has been formulating policies and programs to achieve the target. For example, in 2021, the government amended the ongoing FAME-II (Faster Adoption and Manufacturing of Electric Vehicles-II) scheme to increase the subsidy rate for electric vehicles from INR 120/kWh to INR 180/kWh to reduce the gap between petrol-powered two-wheelers and electric powered.
  • China was the largest electric car market and sold more than 3.3 million electric vehicles, accounting for almost 16% of the global electric car sales in 2021. It is expected to remain the world's largest EV market in the future. The development of charging infrastructure is further propelling EV adoption in the country. Apart from EVs, the increasing penetration of telecommunication services indicates a high demand for secondary batteries.
  • Similarly, in Japan, 5G services started in 2020, and an increasing number of subscribers are likely to switch to 5G during the forecast period, thus resulting in a surge in the demand for 5G towers and secondary batteries.
  • Therefore, based on such factors, Asia-Pacific is likely to dominate the secondary battery market during the forecast period.

Secondary Battery Market Competitor Analysis

The secondary battery market is highly fragmented. Some of the major players include (in no particular order) Contemporary Amperex Technology Co. Limited, BYD Co. Ltd, Duracell Inc., EnerSys, and Tesla Inc.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Battery/Raw Material Price Trends and Forecast (in USD per kWh or USD per metric ton), by Major Technology Type, till 2027
  • 4.5 International Trade Statistics (Import/Export Data) in USD million, by Major Technology Type, by Major Countries, till 2020
  • 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 Substitutes Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Technology
    • 5.1.1 Lead-acid Battery
    • 5.1.2 Lithium-ion Battery
    • 5.1.3 Other Technologies (NiMh, NiCD, etc.)
  • 5.2 Application
    • 5.2.1 Automotive Batteries (HEV, PHEV, and EV)
    • 5.2.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
    • 5.2.3 Portable Batteries (Consumer Electronics, etc.)
    • 5.2.4 Other Applications (Power Tools Batteries, SLI Batteries, etc.)
  • 5.3 Geography
    • 5.3.1 North America
    • 5.3.2 Asia-Pacific
    • 5.3.3 Europe
    • 5.3.4 South America
    • 5.3.5 Middle East & 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 BYD Co. Ltd
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 Duracell Inc.
    • 6.3.4 EnerSys
    • 6.3.5 GS Yuasa Corporation
    • 6.3.6 Clarios
    • 6.3.7 LG Chem Ltd
    • 6.3.8 Panasonic Corporation
    • 6.3.9 Saft Groupe SA
    • 6.3.10 Samsung SDI Co. Ltd
    • 6.3.11 Showa Denko KK
    • 6.3.12 Tesla Inc.
    • 6.3.13 TianJin Lishen Battery Joint-Stock Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS