2031 年电池市场份额报告、规模、趋势与分析

Publication Month : Feb 2024

  • Report Code : TIPRE00030316
  • Category : Electronics and Semiconductor
  • Status : Upcoming
  • No. of Pages : 150
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[研究报告]电池市场规模预计将从2022年的1096.1亿美元增长到2030年的1727.0亿美元;预计 2022 年至 2030 年复合年增长率为 5.8%。

分析师观点:

目前,市场上有各种类型的电池,具体取决于其用途。最常用的一次性电池是碱性电池。这些不可充电电池是最便宜的电池类型,在整个使用寿命期间保持恒定的放电率,从而实现可靠的运行。碱性电池很方便,但由于它们是一次性的,所以不是绿色替代品。第一批可充电电池是镍氢电池。该技能的效率和成本影响是优势。镍氢电池的充电时间较长,充电次数越多,产生的电量越少。可充电锂离子电池是一项较新的创新,并且越来越多地应用于笔记本电脑和手机。充电选项的数量使得它们在购买时比镍氢电池更贵,但从长远来看它们最终会更便宜。充电的便捷性和整个生命周期内更可靠的电力传输是锂电池吸引力的进一步因素。

如今,电池是电子设备和设备中最关键的部件之一。几乎所有便携式电子设备中都有。电池是一种流行的电子元件,从无人机到手机、平板电脑和电动汽车等各种产品中都可以找到它的身影。由于电动汽车电池的进步、便携式电子产品的扩展以及可穿戴电子产品的兴起,这个市场仍在增长。当前市场上,动力电池技术的发展正处于巅峰时期,以提高其使用寿命和输出功率。目前全球电池市场的主要驱动因素是电动汽车用锂离子电池和作为锂离子电池替代品的固态电池的不断发展。

< strong>电池市场概况:

随着电子元件和电动汽车数量的增加,为其提供动力的电池的需求也在不断增加。越来越多的制造商和国家正在大力投资开发强大而高效的电池系统,以实现其市场的可持续发展目标。例如,根据《麻省理工科技评论》2023 年的一篇文章,到 2022 年,电动汽车销量将超过全球所有汽车销量的 10%,到本十年末,预计将达到 30%。全球政策只会加速这一增长。例如,美国当前的气候立法正在投资数十亿美元用于电动汽车激励措施和电池制造。欧盟和美国多个州颁布了燃油汽车禁令,将于 2035 年生效。

世界主要经济体都致力于应对气候变化倡议,据信做到这一点的最佳方法是开发可持续电池来替代化石燃料的使用。例如,根据全球电池联盟 2019 年的一份报告,电池在三个领域变得越来越重要:1)通过电气化减少交通运输的碳排放; 2) 实现从化石燃料转向可再生能源发电作为可调度电力来源; 3) 协助为偏远社区供电。因此,电池可以显着降低交通和能源领域的温室气体排放(目前这两个领域约占全球温室气体排放量的 40%),并有助于实现联合国可持续发展目标。

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战略洞察

电池市场驱动因素:

交通电气化将推动电池市场的增长

当前的市场被技术的发展所淹没,以提供用于驱动电动汽车的高效且可持续的电源解决方案。随着电动汽车电池在道路上的使用量不断增加,电动汽车的份额正在以高增长率增长。这种情况将增加市场对二次电池的需求。例如,根据国际能源署 2021 年报告,2021 年全球销售的新车中约有 10% 是电动汽车,电动汽车销量创下了新的里程碑。这比 2019 年的市场份额增长了四倍。通常情况下,电池约占电动汽车 (EV) 价格的 30% 至 40%。预计随着电动汽车需求的增加,未来一年电池及其零部件的供应压力必将加大。例如,根据 IEA 2021 年报告,电动汽车电池的需求将从现在的约 340 GWh 增加到 2030 年的 3500 GWh 以上。电池组件的供应也必须同样增加。

此外,汽车锂离子 (Li-ion) 电池的需求在 2021 年增长两倍以上,达到 340 吉瓦时 (GWh)。电动乘用车的增长(注册量增长了 120%)是这一激增的原因。这一因素正在推动全球电池市场的需求。

电池市场细分分析:

根据类型,电池市场分为一次电池和二次电池。二次电池在市场上占有主要市场份额,并且也以最高的增长率增长。这一增长主要是由不断增长的消费电子领域推动的,主要包括可穿戴设备、便携式设备、手机和平板电脑等。对电动汽车电池的投资不断增加,进一步推动了市场的增长。当用于电子产品时(例如笔记本电脑的内部电池和其他内置电池),客户有时无法广泛使用可充电二次电池。

制造商大力参与开发具有更高能量密度的二次电池。这一趋势进一步推动了电池市场的增长。例如,世界顶级科学出版物之一《Nature Energy》发表了一篇关于高性能、持久、全固态电池的论文,该论文由三星高级技术研究所的研究人员于 3 月在伦敦发表。 (SAIT) 和三星日本研究院 (SRJ)。全固态电池的能量密度高于常用的使用液体电解质的锂离子电池。

电池市场区域分析:< /strong>

2022年北美电池市场估值为XX亿美元,预计到2030年将达到XX十亿美元;预计在预测期内复合年增长率为 XX%。美国等北美主要市场正在对全球供应链进行大力投资,以改善可持续能源的利用。例如,总统透露,根据白宫 2022 年的文章,两党基础设施法为遍布 12 个州的 20 家制造和加工企业提供了 28 亿美元的激励措施。拜登总统还宣布了美国电池材料倡议,这是一项新倡议,旨在让整个政府参与确保电力、电力和电动汽车 (EV) 所需的重要矿物的可靠和可持续供应。

此外,根据密歇根大学的数据,美国对电动汽车电池生产的投资大幅增加;到2022年,美国电池设施价值将超过730亿美元。美国能源部预测,2021年至2030年间,美国电动汽车电池产量将增长20倍。

电池市场主要参与者分析:

市场分析由金霸王、宁德时代等厂商组成;格雷波;国轩高科股份有限公司;中航锂电科技;劲量;松下;特斯拉公司; LG 能源解决方案;三星 SDI 有限公司、Exide Industries 是报告中介绍的主要市场参与者。

电池市场最新发展:

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市场上的公司高度采用并购等无机和有机策略。以下列出了近期的一些关键市场动态:

  • 2023 年 6 月,为了敦促家长和看护者更换家中的锂纽扣电池作为六月国家安全月期间更安全的选择,金霸王发起了#BitterIsBetter 活动。金霸王与歌手兼名人父亲兰斯·巴斯 (Lance Bass) 合作,鼓励家长采取#BitterIsBetter 承诺,将他们的锂币电池更换为带苦味涂层的金霸王锂币电池,这是最安全的锂币电池。
  • 2021 年 11 月,金霸王通过加利福尼亚州经销商 Power Center+ 推出家庭储能选项。此外,Eguana 系列储能设备由电力中心负责分配。 Duracell Power Center 产品系列的 5 kW 和 10 kW 逆变器输出将使用磷酸铁锂电池,可从 14 kWh 扩展到 84 kWh。
  • 2023 年 8 月,神兴公司宁德时代推出的首款4C快充磷酸铁锂电池,续航里程超过700公里,一次充满电可提供400公里的续驶里程。深行开启电动车超快充电新时代,有望大幅缓解电动车消费者的快充焦虑。
  • 2023年4月上海车展,宁德时代携全球领先的储能电池技术亮相。技术。它能够创造性地同时实现高能量密度和高安全性,能量密度高达500 Wh/kg,开启客机电动化全新场景。宁德时代可以在短时间内大量生产凝聚式电池。
  • 2023年7月,松下将在印度建立电池制造工厂,作为政府生产挂钩激励措施的一部分用于 ACC 电池存储的 (PLI) 程序。
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Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
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Regional Scope
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North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

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  • Duracell, CATL
  • Grepow
  • Gotion High-tech Co. Ltd
  • CALB Technology
  • Energizer
  • Panasonic
  • Tesla, Inc
  • LG Energy Solutions
  • Samsung SDI Co., Ltd.
  • Exide Industries

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