デフォルト表紙
市場調査レポート
商品コード
1336723

自動車用バッテリーの世界市場-2023年~2030年

Global Automotive Battery Market - 2023-2030

出版日: | 発行: DataM Intelligence | ページ情報: 英文 195 Pages | 納期: 約2営業日

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価格
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本日の銀行送金レート: 1USD=151.66円
自動車用バッテリーの世界市場-2023年~2030年
出版日: 2023年08月22日
発行: DataM Intelligence
ページ情報: 英文 195 Pages
納期: 約2営業日
ご注意事項 :
本レポートは最新情報反映のため適宜更新し、内容構成変更を行う場合があります。ご検討の際はお問い合わせください。
  • 全表示
  • 概要
  • 目次
概要

市場概要

自動車用バッテリーの世界市場は、2022年に652億米ドルに達し、2023-2030年の予測期間中にCAGR 5.5%で成長し、2030年には1,000億米ドルに達すると予測されます。

新たな補助金、税額控除、研究助成金などの政府支援の増加が、予測期間中の世界の自動車用バッテリー市場の成長を促進すると思われます。バッテリー価格を引き下げ、電気自動車やその他の持続可能なモビリティ・ソリューションの幅広い採用を促進するため、発展途上地域や先進地域の政府はさまざまな産業支援イニシアチブを展開しています。

また、科学者たちは、自動車用バッテリーの安全性と安定性を向上させるための研究努力を拡大しています。例えば、2023年4月、中国の佛山にあるGuangdong Institute for Advanced Materials and Technologyの科学者チームは、自動車用バッテリーの熱反応の暴走を早期に警告するための非分散赤外分光法(NDIR)システムの開発について詳述した研究論文を発表しました。

市場力学

世界の自動車生産台数の増加

パンデミック後の世界自動車生産台数は大幅に回復しています。国際自動車工業会(OICA)のデータによると、2022年の商用車と乗用車の新車生産台数は8,500万台近くに達し、2021年比で6%増加しました。世界の自動車生産台数の増加は、OEMやアフターマーケットからの自動車用バッテリーの需要を増大させます。

様々な自動車サブシステムに電力を供給する重要な役割のため、バッテリーは現代の自動車の主要部品です。さらに、電気自動車(EV)では、推進用の電気モーターを駆動するためにバッテリーパックを使用するため、非常に重要です。大手自動車メーカーは電気自動車の生産を徐々に増やしており、中長期的には自動車用バッテリーの需要が大幅に増加する可能性が高いです。

電池材料リサイクルの採用増加

自動車用バッテリーの世界の需要は増加していますが、供給は遅れています。2030年までに需要の増加に対応するためには、電池材料の供給量を6倍に増やす必要があるとの試算もあります。新たな生産能力増強には時間がかかるため、各社は供給を増強するために電池材料のリサイクル・イニシアチブを強化しています。

電池材料のリサイクルによって、企業はニッケル、銅、コバルト、リチウムなどの重要な材料を抽出することができ、コストと採掘資源の需要を削減することができます。多くの国がバッテリー・リサイクル工場を徐々に拡大しています。例えば、2023年7月、シンガポールは、2024年初頭に操業を開始する第3のバッテリー材料工場を建設すると発表しました。電池リサイクルの採用が増えれば、材料コストが下がり、電池材料製品の採用が増えると思われます。

電池廃棄による環境への影響への懸念の高まり

自動車用バッテリー、特にリチウムイオン電池や鉛蓄電池にはさまざまな有害物質が含まれています。適切な廃棄物処理方法がない場合、これらの有害物質が環境に溶出し、自然生態系に長期的なダメージを与える可能性があります。多くの国々では、廃棄されたバッテリーを処理するためのインフラが十分に整備されていません。

電気自動車の普及により、使用済みバッテリーから出る電子廃棄物(E-waste)が増加しています。E廃棄物は、環境破壊を最小限に抑えながら貴重な材料を回収するために、専門的な処理とリサイクル工程を必要とするため、大きな課題となっています。バッテリーの廃棄に関する環境上の懸念は、電気自動車に対する消費者の認識に影響を与え、電気自動車の導入意欲に影響を与える可能性があります。

COVID-19影響分析

COVID-19パンデミックの初期段階において、多くの自動車用バッテリー製造工場は、政府による操業停止などの規制により、一時的に操業を停止したり、生産を縮小したりしなければなりませんでした。その結果、バッテリーの生産量は大幅に減少し、自動車メーカーが入手できるバッテリーは限られたものとなっています。

パンデミックはまた、電気自動車(EV)を含む自動車販売の急落を引き起こしました。パンデミックの期間中、個人消費の減少や経済不安の高まりは、自動車用バッテリーの需要に悪影響を与えました。しかし、パンデミック後の期間には電気自動車へのシフトが加速し、市場成長の新たな機会が開かれるであろう。

ロシア・ウクライナ戦争の影響分析

現在進行中のロシアとウクライナの戦争は、両国の自動車用バッテリー市場に悪影響を及ぼしています。インフラが広範囲に破壊され、難民が大量に流出しているため、ウクライナ市場は大きな影響を受けており、短期的にも中期的にも回復の見込みはありません。紛争中、軍用車からの自動車用バッテリー需要のわずかな増加が観察されています。

米国と西欧諸国によるロシアに対する厳しい経済制裁の発動により、多国籍電池メーカーはロシア国内での操業を停止しました。多くの西側企業が撤退した後、ロシアの自動車産業は供給ギャップを埋めるために中国メーカーに頼っています。

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

  • 影響要因
    • 促進要因
      • 世界の自動車生産台数の増加
      • 電池材料リサイクルの採用増加
    • 抑制要因
      • バッテリー廃棄による環境への影響に対する懸念の高まり
    • 機会
    • 影響分析

第5章 産業分析

  • ポーターのファイブフォース分析
  • サプライチェーン分析
  • 価格分析
  • 規制分析

第6章 COVID-19分析

第7章 バッテリー別

  • 鉛蓄電池
  • リチウムイオン電池
  • その他

第8章 エンジン別

  • 内燃機関(IC)エンジン
  • 電動パワートレイン

第9章 定格アンペア別

  • 50Ah以下
  • 50~70Ah
  • 70Ah以上

第10章 車両別

  • 乗用車
  • 商用車

第11章 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • イタリア
    • スペイン
    • その他欧州
  • 南米
    • ブラジル
    • アルゼンチン
    • その他南米
  • アジア太平洋
    • 中国
    • インド
    • 日本
    • オーストラリア
    • その他アジア太平洋
  • 中東・アフリカ

第12章 競合情勢

  • 競合シナリオ
  • 市況/シェア分析
  • M&A分析

第13章 企業プロファイル

  • Panasonic Corporation
    • 会社概要
    • 製品ポートフォリオと説明
    • 財務概要
    • 最近の動向
  • LG Chem
  • GS Yuasa International Ltd.
  • Robert Bosch GmBH
  • Hitachi, Ltd.
  • Exide Industries Ltd.
  • Robert Bosch GmbH
  • A123 Systems LLC
  • Samsung SDI Co., Ltd
  • BYD Motors Inc.

第14章 付録

目次
Product Code: EP6727

Market Overview

Global Automotive Battery Market reached US$ 65.2 billion in 2022 and is expected to reach US$ 100.0 billion by 2030, growing with a CAGR of 5.5% during the forecast period 2023-2030.

Increasing government support such as new subsidies, tax credit and research grants are likely to drive global automotive battery market growth during the forecast period. To reduce battery prices and encourage wider adoption of electric vehicle and other sustainable mobility solutions, governments in developing and developed regions are rolling out various industry support initiatives.

Scientists are also expanding research efforts to improve the safety and stability of automotive batteries. For instance, in April 2023, a team of scientists from the Guangdong Institute for Advanced Materials and Technology in Foshan, China published a research paper detailing the development of a non-dispersive infrared spectroscopy (NDIR) system for early warning of runaway thermal reactions in automotive batteries.

Market Dynamics

Rising Global Automotive Production

The post-pandemic period has witnessed significant recovery in global automotive production. Nearly 85 million new commercial and passenger vehicles were produced in 2022, representing an increase of 6% over 2021, according to data from the International Organization of Motor Vehicle Manufacturers (OICA). The rising global automotive production augments demand for automotive batteries from OEMs and the aftermarket.

Due to their critical role in providing power to various automotive subsytems, batteries are a key component of modern automobiles. Furthermore, it is highly critical for electric vehicles (EVs), which use battery packs to power electric motors for propulsion. Leading automakers are gradually increasing electric vehicle production, which is likely to greatly increase demand for automotive batteries over the medium and long term.

Increasing Adoption of Battery Material Recycling

Although global demand for automotive batteries is rising, supply has been lagging behind. Some studies estimate that a six-fold increase in battery material supply is needed to keep with rising demand by 2030. Since new capacity addition takes time to come online, companies are stepping up battery material recycling initiatives to augment supply.

Battery material recycling allows companies to extract critical materials such as nickel, copper, cobalt and lithium, reducing costs and demand for mined resources. Many countries are gradually expanding battery recycling plants. For instance, in July 2023, Singapore announced that it would construct its third battery material plant that would commence operations in early 2024. The increasing adoption of battery recycling will lower material costs and will increase adoption of battery material products.

Growing Concerns About Environmental Impact of Battery Disposal

Automotive batteries, particularly lithium-ion and lead-acid batteries, contain various hazardous materials. In the absence of proper waste processing methods, these toxic materials can leach into the environment, leading to long-term damage of natural ecosystems. Many countries do not have adequately developed infrastructure to process disposed batteries.

The growth of electric vehicles has led to an increase in electronic waste (e-waste) from end-of-life batteries. E-waste presents significant challenges since it requires specialized handling and recycling processes to recover valuable materials while minimizing environmental damage. Environmental concerns about battery disposal can influence consumer perceptions of electric vehicles and impact their willingness to adopt EVs.

COVID-19 Impact Analysis

During the initial phase of the COVID-19 pandemic, many automotive battery manufacturing facilities had to temporarily shut down or scale back production due to government imposed restrictions such as lockdowns. It led to a significant decrease in battery production and limited availability for automakers.

The pandemic also caused automotive sales to plummet, including electric vehicles (EV) sales. Reduced consumer spending and rising economic uncertainties over much of the pandemic period negatively impacted the demand for automotive batteries. However, the accelerated shift towards electric vehicle adoption in the post-pandemic period will open up new opportunities for market growth.

Russia-Ukraine War Impact Analysis

The ongoing war between Russia and Ukraine has negatively impacted the automotive battery market in both countries. With widespread destruction of infrastructure and a major refugee exodus, the Ukrainian market has been highly affected and is unlikely to recover in the short and medium term. A small increase in automotive battery demand from military vehicles has been observed during the conflict.

The imposition of stringent economic sanctions against Russia by U.S. and western European countries have caused multinational battery manufacturers to cease operations within the country. After the exodus of many western companies, the Russian automotive industry is relying upon Chinese manufacturers to fill in the supply gap.

Segment Analysis

The global automotive battery market is segmented based on battery, engine, ampere rating, vehicle and region.

IC Engine Still Account for Majority of the Global Demand

Internal combustion (IC) engines account for more than three-fourths of the global market. Automotive batteries are mainly used in IC engine vehicles to power various automotive subsystems. Although modern automotive batteries are long-lasting, they tend to require replacement over the operational life of the vehicles, which accounts for a significant demand in the aftermarket.

Electric vehicles (EVs) are witnessing rapid growth in production, with annual production surpassing 10 million units for the first time in 2022. Despite the impressive growth, EVs accounted for only about 14% of global automotive sales in 2022, according to data from the International Energy Agency (IEA). Over the long term, battery demand from electric vehicles is expected to overtake conventional IC engine vehicles.

Geographical Analysis

Pivot Towards Electric Vehicle Production to Propel Market Growth in North America

North America accounts for roughly a third of the global market. The region is highly developed and industrialized and has a mature automotive industry, with U.S. being home to various multionational automotive manufacturers. The current ongoing pivot towards electric vehicles support by various government initiatives will propel market growth in the region over the forecast period.

The inflation reduction act (IRA) passed in August 2022, by the U.S. government has unveiled a range of incentives to battery manufacturers. Under section 45-X of the act, battery manufacturers are eligible for tax credits of upto US$ 35 per kWh of battery capacity produced entirely in U.S. It is forecasted that total value of tax credits and other subsidies is expected to exceed US$ 196 billion over the next decade.

Battery manufacturers are expanding their production operations in U.S., as the U.S. industry strives to decouple strategic supply chains from China due to ongoing geopolitical tensions. For instance, in May 2023, Electrovaya, a Canadian battery manufacturer, announced plans to set up a new battery manufacturing facility in New York state U.S., with an annual capacity of 1 gWh.

Competitive Landscape

The major global players include: Panasonic Corporation, LG Chem, GS Yuasa International Ltd., Robert Bosch GmBH, Hitachi, Ltd., Exide Industries Ltd., Contemporary Amperex Technology Co., Limited, A123 Systems LLC, Samsung SDI Co., Ltd and BYD Motors Inc.

Why Purchase the Report?

  • To visualize the global automotive battery market segmentation based on battery, engine, ampere rating, vehicle and region, as well as understand key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of automotive battery market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as Excel consisting of key products of all the major players.

The global automotive battery market report would provide approximately 64 tables, 65 figures and 195 Pages.

Target Audience 2023

  • Automotive Manufacturers
  • Battery Manufacturers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Battery
  • 3.2. Snippet by Engine
  • 3.3. Snippet by Ampere Rating
  • 3.4. Snippet by Vehicle
  • 3.5. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Rising global automotive production
      • 4.1.1.2. Increasing adoption of battery material recycling
    • 4.1.2. Restraints
      • 4.1.2.1. Growing concerns about environmental impact of battery disposal
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Force Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis

6. COVID-19 Analysis

  • 6.1. Analysis of COVID-19
    • 6.1.1. Scenario Before COVID
    • 6.1.2. Scenario During COVID
    • 6.1.3. Scenario Post COVID
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. By Battery

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
    • 7.1.2. Market Attractiveness Index, By Battery
  • 7.2. Lead-Acid Batteries*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Lithium-Ion Batteries
  • 7.4. Others

8. By Engine

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
    • 8.1.2. Market Attractiveness Index, By Engine
  • 8.2. Internal Combustion (IC) Engine*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Electric Powertrain

9. By Ampere Rating

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
    • 9.1.2. Market Attractiveness Index, By Ampere Rating
  • 9.2. Below 50 Ah*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. 50-70 Ah
  • 9.4. Above 70 Ah

10. By Vehicle

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
    • 10.1.2. Market Attractiveness Index, By Vehicle
  • 10.2. Passenger Vehicles*
    • 10.2.1. Introduction
    • 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 10.3. Commercial Vehicles

11. By Region

  • 11.1. Introduction
    • 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 11.1.2. Market Attractiveness Index, By Region
  • 11.2. North America
    • 11.2.1. Introduction
    • 11.2.2. Key Region-Specific Dynamics
    • 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
    • 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
    • 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
    • 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
    • 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.2.7.1. U.S.
      • 11.2.7.2. Canada
      • 11.2.7.3. Mexico
  • 11.3. Europe
    • 11.3.1. Introduction
    • 11.3.2. Key Region-Specific Dynamics
    • 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
    • 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
    • 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
    • 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
    • 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.3.7.1. Germany
      • 11.3.7.2. UK
      • 11.3.7.3. France
      • 11.3.7.4. Italy
      • 11.3.7.5. Spain
      • 11.3.7.6. Rest of Europe
  • 11.4. South America
    • 11.4.1. Introduction
    • 11.4.2. Key Region-Specific Dynamics
    • 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
    • 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
    • 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
    • 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
    • 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.4.7.1. Brazil
      • 11.4.7.2. Argentina
      • 11.4.7.3. Rest of South America
  • 11.5. Asia-Pacific
    • 11.5.1. Introduction
    • 11.5.2. Key Region-Specific Dynamics
    • 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
    • 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
    • 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
    • 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
    • 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.5.7.1. China
      • 11.5.7.2. India
      • 11.5.7.3. Japan
      • 11.5.7.4. Australia
      • 11.5.7.5. Rest of Asia-Pacific
  • 11.6. Middle East and Africa
    • 11.6.1. Introduction
    • 11.6.2. Key Region-Specific Dynamics
    • 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
    • 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Engine
    • 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Ampere Rating
    • 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle

12. Competitive Landscape

  • 12.1. Competitive Scenario
  • 12.2. Market Positioning/Share Analysis
  • 12.3. Mergers and Acquisitions Analysis

13. Company Profiles

  • 13.1. Panasonic Corporation*
    • 13.1.1. Company Overview
    • 13.1.2. Product Portfolio and Description
    • 13.1.3. Financial Overview
    • 13.1.4. Recent Developments
  • 13.2. LG Chem
  • 13.3. GS Yuasa International Ltd.
  • 13.4. Robert Bosch GmBH
  • 13.5. Hitachi, Ltd.
  • 13.6. Exide Industries Ltd.
  • 13.7. Robert Bosch GmbH
  • 13.8. A123 Systems LLC
  • 13.9. Samsung SDI Co., Ltd
  • 13.10. BYD Motors Inc.

LIST NOT EXHAUSTIVE

14. Appendix

  • 14.1. About Us and Services
  • 14.2. Contact Us