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汽車電池市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)
市場調查報告書
商品編碼
1189912

汽車電池市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

Automotive Battery Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

汽車電池市場預計到 2021 年將達到 460 億美元，到 2027 年將達到 650 億美元，預測期內（2022-2027 年）的複合年增長率為 5.5%。

COVID-19 的影響對於任何行業來說都是不可避免的，因為製造設備在世界各地不斷關閉和關閉。 COVID-19 大流行使電池供應鏈陷入停滯，因為大多數電池都是在中國製造的，這凸顯了對中國的依賴和相關風險。 這增加了各種利益相關者對美國和歐盟地區供應鏈本地化/區域化的興趣，為市場的新機遇鋪平了道路。

由於電池價格下跌、石油儲量減少以及傳統汽車對環境的影響，最終用戶對零排放混合動力和電動汽車的偏好推動了全球汽車電池市場。因此，預計將呈現穩定預測期內的增長。 此外，全球電池產能的增加有助於實現汽車電池行業的規模經濟，這也是市場增長的主要因素。

亞太地區的增長率最高，預計未來幾年將進一步增長。 另一方面，由於對商用車和乘用車的高需求，中國是汽車電池市場增長最快的地區。

主要市場趨勢

鋰離子電池領域有望大幅增長

鋰離子電池市場預計在預測期內增長最快。 鋰離子電池用於需要高能量密度解決方案的應用，例如混合動力和電動汽車。 此外，為了提高汽車的經濟效率，製造商不斷努力降低電池的價格，這正在推動全球市場的增長。

與傳統電池技術相比，鋰離子電池充電速度更快、續航時間更長，並且具有更高的功率密度，讓您在更輕的包裝中獲得更長的電池壽命。 與鉛酸電池、鎳氫電池等傳統電池相比，車用鋰離子電池已成為一種環保的可充電電源。

隨著美國、印度、德國和日本等國家收緊燃油經濟性法規，製造商正努力降低鋰離子電池的成本，從而增加了對電動汽車的需求。 例如，2019 年 9 月，瑪魯蒂鈴木與東芝和電裝合作，在印度古吉拉特邦安裝了全球最大的汽車鋰離子電池製造工廠。

許多政府正在為電動汽車的普及提供激勵/稅收抵免，預計這將推動對汽車鋰離子電池的需求。 例如，在美國，每購買一輛新的電動汽車，IRS（國稅局）的稅收抵免範圍為 2,500 美元至 7,500 美元。 同樣，購買電動汽車可在加利福尼亞州獲得 2,500 美元的退稅，在特拉華州獲得 1,000 美元的退稅，在科羅拉多州獲得 5,000 美元的稅收抵免。

亞太地區主導汽車電池市場

由於乘用車和商用車對電動汽車的需求不斷增加，預計亞太地區的汽車電池價值增長最快。 然而，北美主導汽車電池市場前景，因為所有鉛酸電池製造商都位於該地區。

韓國、印度、馬來西亞和印度尼西亞等多個國家/地區對汽車應用產品的需求不斷增長，可能會在預測期內影響該地區的增長。 此外，各公司繼續開發產品以製造具有成本效益和高性能的車輛，預計將有助於該地區的市場增長。 此外，政府提供補貼以促進電動汽車普及的努力也有望在預測期內推動市場增長。

除上述因素外，多家電動汽車製造商已與亞洲的汽車電池製造商達成協議或交易，推動了該地區對汽車電池的需求。 例如，寶馬和大眾已經簽署了從寧德時代、韓國LG化學和三星SDI採購電池的協議。

競爭格局

由於製造商眾多，汽車電池市場競爭激烈。 市場取決於原材料供應商和製造商。 併購和合資企業是市場參與者為增加市場佔有率而採取的主要戰略之一。 例如

  • Exide Technologies 通過與 Shenyang Dongbei Storage Battery Co. 的合資企業在中國開展業務。 這有助於汽車電池的大規模生產。
  • 松下和豐田宣布了聯合生產電動汽車電池的計劃。 松下宣布，已在松下與特斯拉在內華達州建立的超級工廠開始量產電動汽車電池。

市場上的其他主要參與者包括 A123 Systems LLC、LG Chem、BYD、East Penn Manufacturing Company、Robert Bosch GmBH、EnerSys、Exide Technologies 和 GS Yuasa Corporation。

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
    • 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

  • 電池類型
    • 鉛酸
    • 鋰離子
    • 其他電池類型
  • 汽車
    • 乘用車
    • 商用車
  • 驅動系統
    • 內燃機
    • 電動汽車
  • 按地區
    • 北美
      • 美國
      • 加拿大
      • 其他北美地區
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 其他歐洲
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 世界其他地區
      • 南美洲
      • 中東和非洲

第六章競爭格局

  • 供應商市場份額
  • 公司簡介
    • A123 Systems
    • Panasonic Corporation
    • Exide Technologies
    • VARTA
    • Clarios
    • GS Yuasa Corporation
    • Hitachi Group Ltd
    • Robert Bosch GmbH
    • China Aviation Lithium Battery Co. Ltd
    • Contemporary Amperex Technology Co. Limited
    • SAMSUNG SDI CO. LTD
    • East Penn Manufacturing Co.
    • LG Chem Ltd.

第7章 市場機會今後動向

簡介目錄
Product Code: 51801

The Automotive Battery Market was valued at USD 46 billion in 2021, and it is expected to reach USD 65 billion by 2027, registering a CAGR of 5.5% during the forecast period (2022 - 2027).

The impact of COVID-19 is inevitable on any industry as there were continuous lockdowns and halts of manufacturing units worldwide. The COVID-19 pandemic slowed battery supply chains as most battery cells are manufactured in China, thereby highlighting the dependence on China and the associated risks. This has spurred interest among various stakeholders for localization/regionalization of supply chains in the US and EU regions, paving the way for new opportunities in the market.

The global automotive battery market is anticipated to witness steady growth during the forecast period due to the increasing preference of end users for zero-emission hybrid and electric vehicles, owing to the falling battery price, reducing crude oil reserves, and environmental effects of conventional automobiles. In addition to this, an increase in the global battery production capacity has helped achieve economies of scale in the automotive battery industry, another major driver for market growth.

The highest growth rate is observed in Asia-Pacific, and the region is expected to grow further in the coming years. Conversely, China ranks as the fastest-growing automotive battery market, owing to the high demand for commercial and passenger vehicles.

Key Market Trends

The Lithium-Ion Battery Segment Expected To Have Significant Growth

The market for lithium-ion batteries is anticipated to observe the fastest growth during the forecast period. A lithium-ion battery is equipped for applications that demand high-energy density solutions, such as hybrid and electric automobiles. Additionally, to increase vehicle economies, manufacturers are continuously focusing on reducing the price of the battery, propelling the market growth globally.

Compared to the traditional battery technology, lithium-ion batteries charge faster, last longer, and they have a higher power density for more battery life in a lighter package. The automotive lithium-ion battery has emerged as an eco-friendly, rechargeable power source compared to conventional batteries such as lead-acid and nickel-metal hydride batteries.

With stringent fuel efficiency norms in countries such as United States, India, Germany, and Japan, manufacturers are trying to reduce the cost of lithium-ion batteries, increasing the demand for electric vehicles. For instance, in September 2019, Maruti Suzuki partnered with Toshiba and Denso to set up the world's largest automotive lithium-ion battery manufacturing unit in Gujrat (India).

Numerous governments are providing incentives/ tax credits to promote the use of electric vehicles, which is expected to increase the demand for automotive lithium-ion batteries. For instance, the IRS (Internal Revenue Service) tax credit is USD 2,500-7,500 per new electric vehicle purchased in United States. Similarly, California provides USD 2,500 rebates, Delaware provides USD 1,000 rebates, and Colorado provides USD 5,000 tax credits on purchasing electric vehicles.

The Asia-Pacific Region to Dominate the Automotive Battery Market

The Asia-Pacific region is expected to have the fastest growth in the value of the automotive battery, owing to the increasing demand for electric passenger and commercial cars. However, North America dominates the automotive battery market outlook as all the string lead-acid battery manufacturers are in the region.

Growing product demand for automotive applications in various countries, including South Korea, India, Malaysia, and Indonesia, is likely to influence the region's growth during the forecast period. Furthermore, ongoing product developments by various companies to manufacture cost-efficient and high-performance vehicles are projected to contribute to the regional market's growth. In addition, government initiatives to provide subsidies to increase the adoption of electric vehicles are also anticipated to drive market growth during the forecast period.

Apart from the factors above, various electric vehicle manufacturers have signed contracts or deals with Asia's vehicle battery manufacturers, augmenting the demand for automotive batteries in the region. For instance, BMW and Volkswagen signed contracts to buy batteries from CATL, and Korean producers, LG Chem and Samsung SDI.

Competitive Landscape

The Automotive Battery Market is highly competitive, owing to the presence of numerous manufacturers. The market is dependent on raw material suppliers and manufacturers. Mergers, acquisitions, and joint ventures are among the key strategies market players adopt to consolidate their market presence. For Instance,

  • Exide Technologies operates in China through its joint venture with Shenyang Dongbei Storage Battery Co. This helps in the mass production of automotive batteries in the market.
  • Panasonic and Toyota announced their plan to produce batteries for electric vehicles jointly. Panasonic announced that the mass production of batteries for electric vehicles began in the Gigafactory set up by the collaboration of Panasonic and Tesla in Nevada.

Some other key players operating in the market include A123 Systems LLC, LG Chem, BYD Co. Ltd, East Penn Manufacturing Company, Robert Bosch GmBH, EnerSys, Exide Technologies, and GS Yuasa 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 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lead-Acid
    • 5.1.2 Lithium-Ion
    • 5.1.3 Other Battery Types
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Drive Type
    • 5.3.1 Internal Combustion Engine
    • 5.3.2 Electric 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 France
      • 5.4.2.3 United Kingdom
      • 5.4.2.4 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 China
      • 5.4.3.2 India
      • 5.4.3.3 Japan
      • 5.4.3.4 South Korea
      • 5.4.3.5 Rest of Asia-Pacific
    • 5.4.4 Rest of the World
      • 5.4.4.1 South America
      • 5.4.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 A123 Systems
    • 6.2.2 Panasonic Corporation
    • 6.2.3 Exide Technologies
    • 6.2.4 VARTA
    • 6.2.5 Clarios
    • 6.2.6 GS Yuasa Corporation
    • 6.2.7 Hitachi Group Ltd
    • 6.2.8 Robert Bosch GmbH
    • 6.2.9 China Aviation Lithium Battery Co. Ltd
    • 6.2.10 Contemporary Amperex Technology Co. Limited
    • 6.2.11 SAMSUNG SDI CO. LTD
    • 6.2.12 East Penn Manufacturing Co.
    • 6.2.13 LG Chem Ltd.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS