鋰離子電池市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

鋰離子電池市場預計在 2022-2027 年的預測期內以 20% 左右的複合年增長率增長，市場規模將從 2020 年的 570 億美元增至 2027 年的 2000 億美元. 預測。

由於 COVID-19 的爆發，比亞迪和寧德時代等公司已在 2020 年縮減了製造能力。 此外，疫情期間電動汽車銷量下滑也導致鋰離子電池增長放緩。 推動市場的主要因素是電動汽車和商業和住宅儲能係統（ESS）新市場的出現、鋰離子電池價格下跌以及家用電器銷量上升。 然而，原材料供需之間日益錯配可能會阻礙市場增長。

主要亮點

• 汽車領域將在 2021 年佔據最大的市場份額，預計將在預測期內主導市場。
• 鋰離子電池的回收有望確保鋰和鈷等原材料的供應，並減少對從礦物資源中提取和提煉材料的依賴。 回收目前用於電動汽車的鋰離子電池為公司提供了一個令人興奮的機會，可以利用提煉的組成材料生產用於儲能係統 (ESS) 的鋰離子電池。
• 亞太地區在全球市場中佔據主導地位，其中中國和印度等國家/地區的貢獻最大。 隨著電動汽車的普及，預計未來市場將繼續擴大。

鋰離子電池市場趨勢

汽車細分驅動市場

• 在鋰離子電池行業的早期，消費電子行業是電池的主要消費者。 然而，近年來，隨著電動汽車（EV）的普及，電動汽車製造商已成為鋰離子電池的最大消費者。
• 電動汽車不排放二氧化碳和氮氧化物等溫室氣體，因此它們對環境的影響低於傳統的內燃機汽車。 因此，許多國家/地區通過補貼和政府計劃鼓勵使用電動汽車。
• 多個國家/地區已宣布計劃在未來禁止銷售內燃機汽車。 挪威已宣布計劃到 2025 年禁止銷售內燃機汽車，法國到 2040 年禁止銷售，英國到 2050 年禁止銷售。 印度也有到2030年逐步淘汰內燃機的計劃，中國的類似計劃目前也進入相關研究階段。
• 到 2021 年底，全球電動汽車保有量將達到 1649 萬輛，高於 2015 年的 124 萬輛。
• 但是，到 2021 年為止，沒有任何國家/地區可以禁止使用傳統燃料的汽車。 電動汽車技術和電動汽車行業可能還沒有做好準備，這可能會對市場造成重大破壞。 儘管如此，關於未來的公告仍在促使電動汽車製造商大力投資研發活動。
• EV 主要使用鋰離子電池。 預計鋰離子電池價格下降將降低電動汽車的製造成本，從而使電動汽車在預測期內與汽油車定價相同。
• 綜上所述，預計汽車行業將在預測期內主導市場。

亞太地區主導市場

• 2021 年市場由亞太地區主導。 隨著中國和印度等國家部署更多電動汽車，以及由於城市化和電力購買的水平化，對電子設備的需求很高，預計該地區鋰離子電池的使用量將顯著增加。
• 據估計，亞太地區有很大一部分人口生活在沒有電的環境中，他們依賴煤油和柴油等傳統燃料來照明和為手機充電。 由於鋰離子電池的技術優勢和價格下降，預計未來使用鋰離子電池的儲能解決方案將越來越受歡迎。 這有望在不久的將來為鋰離子電池製造商帶來許多商機。
• 中國是最大的電動汽車市場之一，電動汽車在中國的推廣符合清潔能源政策。 此外，中國政府提供財政和非貨幣激勵措施來促進電動汽車的採用。
• 2021 年 2 月，中國儲能公司寧德時代 (CATL) 將在廣東建設鋰離子電池生產基地，一期投資 19 億美元/25 GWh，2030 年已宣布投資計劃年底150GWh。
• 印度是全球鋰離子電池發展最快的國家/地區之一。 然而，該國並沒有在國內儲備生產鋰離子電池所需的原材料，而是從其他國家（中國、越南、泰國）進口電芯和電池組。 然後我們將它們組裝起來或直接賣給國內市場。
• 為應對這一製造挑戰，印度國家轉型研究院 (NITI) Aayog 於 2020 年 2 月提議向投資者提供補貼，以在印度建立千兆級鋰離子製造設施。 2020-2030年，NITI Aayog將招標建設年產能50GWh的生產線。 因此，預計在預測期內鋰離子電池的本地生產將擴大。
• 因此，由於上述因素，亞太地區有望在預測期內主導鋰離子電池市場。

鋰離子電池市場競爭者分析

鋰離子電池市場是分散的。 市場參與者包括 Panasonic Corporation、Tesla、Samsung SDI、LG Chem Ltd 和 Contemporary Amperex Technology (CATL)。

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

• 簡介
• 市場規模和需求預測（單位：十億美元，到 2027 年）
• 2027 年鋰離子電池價格趨勢分析
• 近期趨勢和發展
• 政府法規和政策
• 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

• 申請
  • 電子設備
  • 汽車
  • 固定式儲能（UPS、可再生能源、工業）
  • 其他應用（電動工具、醫療設備等）
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東

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 Company Limited
  • Contemporary Amperex Technology Co. Limited
  • LG Chem Ltd
  • Panasonic Corporation
  • Samsung SDI
  • Sony Corporation
  • Tesla Inc.
  • Tianjin Lishen Battery Joint-Stock Co. Ltd

第7章 市場機會未來動向

The market for lithium-ion batteries is expected to register a CAGR of around 20% during the forecast period 2022-2027 and reach a market size of USD 200 billion in 2027 from USD 57 billion in 2020. Due to the COVID-19 outbreak, companies like BYD and CATL reduced their manufacturing capacities in 2020. Moreover, decreased sales of electric vehicles amid the pandemic also resulted in the slow growth of lithium-ion batteries. Major factors driving the market studied are the emergence of new markets via electric vehicles and energy storage systems (ESS) for both commercial and residential applications, declining lithium-ion battery prices, and the increasing sale of consumer electronics. However, the rising demand-supply mismatch of raw materials is likely to hinder the market's growth.

Key Highlights

• The automobile segment held the largest market share in 2021 and is expected to dominate the market during the forecast period.
• Recycling of li-ion batteries is expected to secure the supply of raw materials, such as lithium and cobalt, and reduce the reliance on extracting and refining materials from mineral resources. Recycling lithium-ion batteries currently being used in electric vehicles offer an excellent opportunity for companies to utilize the refined constituent materials for manufacturing lithium-ion batteries for use in Energy Storage Systems (ESS).
• Asia-Pacific dominated the market worldwide, with the most significant contribution from countries such as China and India. With the large-scale acceptance of EVs, the market is further expected to grow in the region.

Lithium-ion Battery Market Trends

Automobile Segment Expected to Dominate the Market

• In the early years of the lithium-ion battery industry, the consumer electronics sector was the major consumer of batteries. But in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs. ​
• EVs do not emit CO2, NOX, or any other greenhouse gases and hence, have a lower environmental impact compared to conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.​
• Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is currently under the relevant research phase.​
• At the end of 2021, the global electric car stock reached 16.49 million units from 1.24 million units in 2015.
• However, as of 2021, conventional fuel-fired cars cannot be banned in any country, as the EV technology and the EV industry may not be ready for such a move, which can cause significant disruptions in the market. Nonetheless, announcements for the future have encouraged EV manufacturers to invest heavily in R&D activities. ​
• The EVs mainly use lithium-ion batteries. The declining lithium-ion battery costs have brought down the cost of EV manufacturing, owing to which EVs are expected to reach price parity with gasoline-fired vehicles during the forecast period.
• Therefore, owing to the above factors, the automobile segment is expected to dominate the market during the forecast period.

Asia-Pacific to Dominate the Market

• The Asia-Pacific region dominated the market in 2021. With the increasing deployment of electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, the usage of lithium-ion batteries is expected to witness significant growth in the region.
• A significant fraction of Asia-Pacific's population is estimated to be living without access to electricity and is dependent on conventional fuels, such as kerosene and diesel, for their lighting and mobile phone charging needs. Lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate due to the technical benefits associated with it and declining lithium-ion battery prices. This, in turn, is expected to create a significant number of opportunities for li-ion battery manufacturers in the near future.
• China is one of the largest markets for electric vehicles, and the increasing adoption of electric vehicles in the country has been in line with the clean energy policy. Moreover, the Government of China has been providing both financial and non-financial incentives to promote the adoption of electric vehicles.
• In February 2021, Contemporary Amperex Technology (CATL), an energy storage company headquartered in China, announced plans to build a li-ion battery production base in Guangdong, investing USD 1.9B/25 GWh in the first phase and 150 GWh by the end of 2030.
• India is one of the fastest-growing countries globally for lithium-ion batteries. The country does not have reserves of the required raw materials for the production of the lithium-ion batteries on its own, and the cells and batteries are being imported from other countries (China, Vietnam, and Thailand). They are then either assembled or directly sold in the domestic market.
• In order to counter the manufacturing issue, the National Institution for Transforming India (NITI) Aayog rolled out proposals in February 2020 to provide subsidies for investors setting up giga-scale lithium-ion manufacturing facilities in India. Between 2020-2030, the NITI Aayog is likely to invite bids for establishing production lines with 50 GWh of annual output capacity. Therefore, the indigenous manufacturing of lithium-ion batteries is expected to grow over the forecast period.
• Therefore, owing to the above factors, Asia-Pacific is expected to dominate the lithium-ion battery market during the forecast period.

Lithium-ion Battery Market Competitor Analysis

The lithium-ion battery market is fragmented. The major companies in the market include Panasonic Corporation, Tesla Inc., Samsung SDI, LG Chem Ltd, and Contemporary Amperex Technology Co. Ltd (CATL), among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of Study
• 1.2 Market Definiton
• 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 Lithium-ion Battery Price Trend Analysis, till 2027
• 4.4 Recent Trends and Developments
• 4.5 Government Policies and Regulations
• 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 Substitute Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 Electronic Devices
  • 5.1.2 Automobile
  • 5.1.3 Stationary Energy Storage (UPS, Renewables, Industrial)
  • 5.1.4 Other Applications (Power Tools, Medical Devices, and Others)
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South America
  • 5.2.5 Middle-East

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 Company Limited
  • 6.3.2 Contemporary Amperex Technology Co. Limited
  • 6.3.3 LG Chem Ltd
  • 6.3.4 Panasonic Corporation
  • 6.3.5 Samsung SDI
  • 6.3.6 Sony Corporation
  • 6.3.7 Tesla Inc.
  • 6.3.8 Tianjin Lishen Battery Joint-Stock Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS