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市場調查報告書

運輸應用電池更換的全球市場分析和預測:小型電動汽車、輕型電動汽車和重型電動汽車的電池更換

Battery Swapping Markets for Transportation Applications - Light EV, Light Duty EV, and Heavy Duty EV Battery Swapping: Global Market Analysis and Forecasts

出版商 Guidehouse Insights (formerly Navigant Research) 商品編碼 1011629
出版日期 內容資訊 英文 53 Pages; 45 Tables, Charts & Figures
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運輸應用電池更換的全球市場分析和預測:小型電動汽車、輕型電動汽車和重型電動汽車的電池更換 Battery Swapping Markets for Transportation Applications - Light EV, Light Duty EV, and Heavy Duty EV Battery Swapping: Global Market Analysis and Forecasts
出版日期: 2021年06月01日內容資訊: 英文 53 Pages; 45 Tables, Charts & Figures
簡介

電動汽車被認為將取代內燃機 (ICE) 成為 21 世紀的主流汽車推進系統。然而,電動汽車的廣泛使用存在一些主要障礙,包括初始成本高和充電時間長。電池交換是一項新技術,有可能解決這些問題並加速電動汽車的普及。

世界各地的電池更換案例表明,電動汽車可以匹配甚至超過傳統加油站的加油速度。在某些市場,還可以在沒有電池的情況下購買電動汽車,並參與名為 BaaS(電池即服務)的月度計劃。分離電池所有權和電動汽車所有權有望成為加速運輸市場向大規模電氣化轉型的關鍵之一。

本報告調查了全球交通電池交換市場。專注於小型電動汽車、輕型 (LD) 電動汽車和重型 (HD) 電動汽車,提供有關市場機會、增長因素和障礙、與電池更換計劃相關的技術趨勢、主要公司簡介等信息。我會的。

目錄

第 1 章執行摘要

  • 簡介
  • 市場挑戰
  • 市場預測

第 2 章市場挑戰

  • 技術概述
  • 商業模式概述
  • 用例和趨勢
    • 小型電動車
    • LD EV
    • 高清電動車
    • 機隊機會
  • 市場增長因素
    • EV 充電速度慢
    • 電動車成本居高不下
    • 電池過時和可靠性
    • VGI 的好處
  • 市場壁壘
    • 標準化
    • 基礎設施訪問和成本

第三章行業內主要公司

  • 小型電動汽車供應商
    • 五郎
    • 電機
    • SUN 移動
    • VinFast
    • ZEWAY
    • 小型電動汽車行業的其他進入者
    • 供應鏈評估
  • LD 和 HDDE 供應商
    • 充足
    • 奧爾頓新能源
    • 富頓 IBLUE
    • 蔚來
    • 其他 LD 和 HDDE 行業進入者

第 4 章市場預測

  • 範圍
  • 調查方法和先決條件
  • 按地區和技術:電池交換站安裝基地
  • 按地區和技術:用於電池更換的電池安裝基地
  • 按地區和技術:電池即服務 進入服務的車輛安裝基地
  • 按地區和技術:電池即服務的年收入
  • 按地區和技術:電池更換設備銷售的年收入

第 5 章結論/建議

第 6 章縮寫列表

第七章目錄

第8章圖表

第 9 章調查範圍、來源和調查方法、註釋

目錄
Product Code: MF-BS-21

Electrification appears poised to take over the internal combustion engine (ICE) as the dominant form of vehicle propulsion in the 21st century. However, several key barriers continue to hinder mass EV adoption-namely, high upfront purchase prices and long charging times. Battery swapping is an emerging technology that shows strong potential to address both of these key barriers and greatly accelerate the adoption of EVs.

Various battery swapping deployments around the world have demonstrated the ability for EVs to match and in some cases beat the speed of refueling at traditional gas stations. Emerging business models have also shown how upfront EV purchase prices can be significantly reduced-in select markets, consumers can now purchase EVs without owning the battery and participate in a battery as a service (BaaS) monthly subscription program. Separating battery ownership from EVs could be one of the keys to accelerating the transition toward large-scale electrification of transportation markets.

This “Guidehouse Insights report” analyzes the global market for battery swapping, focusing on light EVs, light duty (LD) EVs, and heavy duty (HD) EVs. The study provides a detailed analysis of the market opportunities, key drivers and barriers of growth, and technology trends associated with battery swapping programs. Forecasts are provided for the installed base of battery swap station deployments, installed base of batteries used in battery swapping programs, and the installed base of vehicles participating in battery as a service (BaaS). Annual revenue forecasts for BaaS and battery swapping equipment are also provided.

KEY QUESTIONS ADDRESSED:

  • What are the key business models being developed for battery swap programs?
  • Where are battery swapping programs currently deployed and what are the business opportunities in each region?
  • What are the market drivers and barriers shaping the global battery swapping market?
  • Who are the major industry players in the battery swapping market and where are they positioned on the supply chain?
  • Which regions and vehicle technologies (e.g., light EVs, LD EVs, and HD EVs) offer the most opportunity for battery swap station deployments and revenue?
  • How many batteries and vehicles are expected to be used in battery swapping programs over the next 10 years?
  • How much revenue is anticipated to be generated by battery swapping equipment and services during the next 10 years?

WHO NEEDS THIS REPORT:

  • Micromobility suppliers
  • Light EV vendors
  • LD and HD EV companies
  • EV charging companies
  • Robotics and automation equipment providers
  • Electric motor and battery manufacturers
  • Automotive and two-wheeler OEMs
  • Government agencies and municipal planners
  • Investor community

Table of Contents

1. Executive Summary

  • 1.1. Introduction
  • 1.2. Market Issues
  • 1.3. Market Forecasts

2. Market Issues

  • 2.1. Technology Overview
  • 2.2. Business Model Overview
  • 2.3. Use Cases and Trends
    • 2.3.1. Light EVs
    • 2.3.2. LD EVs
    • 2.3.3. HD EVs
    • 2.3.4. Fleet Opportunities
  • 2.4. Market Drivers
    • 2.4.1. Slow EV Charging Speeds
    • 2.4.2. High Upfront EV Costs
    • 2.4.3. Battery Obsolescence and Reliability
    • 2.4.4. VGI Benefits
  • 2.5. Market Barriers
    • 2.5.1. Standardization
    • 2.5.2. Infrastructure Access and Costs

3. Key Industry Players

  • 3.1. Light EV Suppliers
    • 3.1.1. Gogoro
    • 3.1.2. Immotor
    • 3.1.3. SUN Mobility
    • 3.1.4. VinFast
    • 3.1.5. ZEWAY
    • 3.1.6. Other Light EV Industry Participants
    • 3.1.7. Supply Chain Assessment
  • 3.2. LD and HD EV Suppliers
    • 3.2.1. Ample
    • 3.2.2. Aulton New Energy
    • 3.2.3. Foton IBLUE
    • 3.2.4. NIO
    • 3.2.5. Other LD and HD EV Industry Participants

4. Market Forecasts

  • 4.1. Scope
  • 4.2. Methodology and Assumptions
  • 4.3. Installed Base of Battery Swap Stations by Region and Technology
  • 4.4. Installed Base of Batteries Used for Battery Swapping by Region and Technology
  • 4.5. Installed Base of Vehicles Participating in BaaS by Region and Technology
  • 4.6. Annual BaaS Revenue by Region and Technology
  • 4.7. Annual Revenue from Battery Swapping Equipment Sales by Region and Technology

5. Conclusions and Recommendations

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

LIST OF CHARTS AND FIGURES

  • Installed Base of Battery Swap Stations by Region, World Markets: 2021-2030
  • Installed Base of Battery Swap Stations by Technology, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Technology, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Region, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Technology, World Markets: 2021-2030
  • Annual BaaS Revenue by Region, World Markets: 2021-2030
  • Annual BaaS Revenue by Technology, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Technology, World Markets: 2021-2030
  • Installed Base of Light EVs Participating in BaaS by Technology, World Markets: 2021-2030
  • E-Bus Battery Swapping in Qingdao, China
  • Gogoro Super GoStation
  • Ample Modular Battery Swap Station
  • NIO Battery Swap Station at the 2019 Shanghai Auto Show
  • Geographic Dimensions

LIST OF TABLES

  • Installed Base of Battery Swap Stations by Region, World Markets: 2021-2030
  • Installed Base of Battery Swap Stations by Technology, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Technology, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Region, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Technology, World Markets: 2021-2030
  • Annual BaaS Revenue by Region, World Markets: 2021-2030
  • Annual BaaS Revenue by Technology, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Technology, World Markets: 2021-2030
  • Installed Base of Light EV Battery Swap Stations by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used For Light EV Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of Light EVs Participating in BaaS by Region, World Markets: 2021-2030
  • Installed Base of Light EVs Participating in BaaS by Technology, World Markets: 2021-2030
  • Annual Light EV BaaS Revenue by Region, World Markets: 2021-2030
  • Annual Revenue from Light EV Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Installed Base of LD EV Battery Swap Station Deployments by Region, World Markets: 2021-2030
  • Installed Base of Number of Batteries Used For LD EV Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of LD EVs Participating in BaaS by Region, World Markets: 2021-2030
  • Annual LD EV BaaS Revenue by Region, World Markets: 2021-2030
  • Annual Revenue from LD EV Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Installed Base of HD EV Battery Swap Station Deployments by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used For HD EV Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of HD EVs Participating in BaaS by Region, World Markets: 2021-2030
  • Annual HD EV BaaS Revenue by Region, World Markets: 2021-2030
  • Annual Revenue from HD EV Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Typical Charging, Swapping, and Refueling Times for ICE Vehicles and EVs
  • Light EV Battery Swap Industry Participant Comparative Analysis
  • Light EV Industry Participant Supply Chain Assessment of Primary and Secondary Solution Offerings