表紙:電気自動車用バッテリー:主要技術、セグメント分析、市場予測(2022年~2027年)
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電気自動車用バッテリー:主要技術、セグメント分析、市場予測(2022年~2027年)

Electric Vehicle Batteries: Key Technologies, Segment Analysis & Market Forecasts 2022-2027

出版日: | 発行: Juniper Research Ltd | ページ情報: 英文 | 納期: 即日から翌営業日

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電気自動車用バッテリー:主要技術、セグメント分析、市場予測(2022年~2027年)
出版日: 2022年08月01日
発行: Juniper Research Ltd
ページ情報: 英文
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

電気自動車用バッテリーパックの出荷数は、2022年の1,000万個から2027年には3,000万個に達すると予想されます。

政府の補助金が直接の原因となる車両コストの低下と、現在のモビリティサービスが環境に与える影響に関する意識の高まりが、電気自動車用バッテリー生産の伸びを支える主要因です。この成長は商用車セグメントで最も大きく、商用電気自動車バッテリーパックの出荷数は2022年の140万個から2027年には700万個超に増加すると予想されています。

当レポートでは、世界の電気自動車用バッテリー市場について調査し、EVバッテリー分野で成長している様々な技術の検証、EVバッテリーの生産と自動車の普及に関する地域分析、EVバッテリーの詳細な洞察と市場規模、EVとPHEV(プラグインハイブリッド車)の普及予測、主要企業などの情報を提供しています。

目次

第1章 要点と戦略的提言

第2章 EVバッテリー - 市場情勢

  • イントロダクション
  • EVバッテリー市場の定義と組織
  • 電気自動車の普及
    • 車両デザインの変更
    • さまざまなバッテリー技術
      • リチウムイオン電池
      • 全固体電池
      • ニッケル水素電池
      • 鉛蓄電池
      • ウルトラキャパシタ
      • ゼブラ電池
    • EVの普及拡大
    • サプライチェーンの問題
    • 内燃機関車の法律と差し迫った禁止
    • EVメーカーの誓約
    • バッテリーのリサイクルと再利用

第3章 EVバッテリー:地域分析

  • EVバッテリーの地域分析
    • 北米
      • 米国
      • カナダ
    • ラテンアメリカ
      • ブラジル
      • メキシコ
      • チリ
    • 西欧
      • ドイツ
      • フランス
      • 英国
    • 中東欧
      • ハンガリー
      • ポーランド
    • 極東・中国
      • 中国
      • 韓国
      • EVバッテリーの現地生産
      • 日本
    • インド亜大陸
      • インド
    • その他アジア太平洋
      • オーストラリア
      • シンガポール
    • アフリカ・中東
      • 南アフリカ
      • 現在のEV導入レベル
      • エジプト

第4章 電気自動車用バッテリーの競合リーダーボード

  • 当レポートを読む理由
  • Juniper Researchの競合他社リーダーボードの評価調査手法
  • 制限と解釈
  • EVバッテリー-ベンダー分析
    • AESC(Automotive Energy Supply Corporation)
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • BYD
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • China Aviation Lithium Battery
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • CATL(Contemporary Amperex Tech. Co. Limited)
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Deutsche Accumotive
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Electrovaya
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Electrovaya
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Panasonic
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Samsung SDI
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • SK Innovation
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Tianjin Lishen Battery Joint-Stock Co. Ltd.
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Tianneng
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Toshiba
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Verkor
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会
    • Wanxiang Group
      • 企業
      • 地理的拡大
      • 主要顧客と戦略的パートナーシップ
      • 提供の概要
      • 戦略的提言と主な機会

第5章 EVバッテリー - 市場予測

  • EVバッテリー:市場予測
  • 調査手法と前提条件
  • EVバッテリーの予測
    • EVバッテリーの出荷
    • EVバッテリーハードウェア収益
目次

Juniper Research's new “EV (Electric Vehicle) Batteries” research report provides a highly detailed analysis of this rapidly growing market. This assessment examines the different technologies growing within the EV battery space, including lithium-ion, solid-state and others, and a regional analysis of EV battery production and vehicle uptake.

The report also presents extensive market forecasts; delivering detailed insights and market sizing across EV batteries, split by consumer and commercial vehicles, and the volume of shipments and associated hardware spend. The suite also includes forecasts for EV and PHEV (Plug-in Hybrid) adoption, again split by consumer and commercial. The report also positions 15 EV battery vendors in the Juniper Research Competitor Leaderboard; providing an invaluable resource for stakeholders seeking to understand the competitive landscape of this dynamic market.

This research suite comprises:

  • Strategy & Forecasts (PDF)
  • 5-year Market Sizing & Forecast Spreadsheet (Excel)
  • 12 months' access to harvest Online Data Platform

KEY FEATURES

  • Market Dynamics: Detailed assessment of how different trends and concerns amongst consumers are leading to the greater adoption of EVs, and how EV batteries must evolve to serve user needs.
  • Battery Technology Analysis: Analysis of existing and emerging EV battery technologies and their potential going forward, including:
    • Lead-acid
    • Lithium-ion
    • Nickel-metal Hydride
    • Solid-state
    • Ultracapacitors
    • Zebra
  • Juniper Research Competitor Leaderboard: Key player capability and capacity assessment for 15 EV battery vendors:
    • Automotive Energy Supply Corporation
    • BYD
    • China Aviation Lithium Battery
    • Contemporary Amperex Technology Co. Limited
    • Deutsche Accumotive
    • Electrovaya
    • LG Chem
    • Panasonic
    • Samsung SDI
    • SK Innovation
    • Tianjin Lishen Battery Joint-Stock
    • Tianneng
    • Toshiba
    • Verkor
    • Wanxiang Group
  • Benchmark Industry Forecasts: 5-year forecasts for EV batteries, split by consumer and commercial vehicles, and the volume of shipments and associated hardware spend. The suite also includes forecasts for EV and PHEV adoption, again split by consumer and commercial. Data is also split by our 8 key regions and the 60 countries listed below:
    • Algeria
    • Argentina
    • Australia
    • Austria
    • Bangladesh
    • Belgium
    • Brazil
    • Canada
    • Chile
    • China
    • Colombia
    • Croatia
    • Czech Republic
    • Denmark
    • Ecuador
    • Egypt
    • Finland
    • France
    • Germany
    • Greece
    • Hong Kong
    • Hungary
    • India
    • Indonesia
    • Ireland
    • Israel
    • Italy
    • Japan
    • Kenya
    • Kuwait
    • Malaysia
    • Mexico
    • Nepal
    • Netherlands
    • New Zealand
    • Nigeria
    • Norway
    • Pakistan
    • Peru
    • Philippines
    • Poland
    • Portugal
    • Qatar
    • Romania
    • Russia
    • Saudi Arabia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • Sweden
    • Switzerland
    • Thailand
    • Turkey
    • UK
    • Ukraine
    • United Arab Emirates
    • Uruguay
    • US
    • Vietnam

KEY QUESTIONS ANSWERED

  • 1. Which battery technologies will power future electric mobility forwards?
  • 2. What are the key trends influencing the evolution of EV batteries?
  • 3. What are the main challenges in the EV battery space?
  • 4. Who are the leading players in EV battery manufacturing and development?
  • 5. What will the market size for EV batteries be in 2027?

COMPANIES REFERENCED

  • Included in the Juniper Research Competitor Leaderboard: Automotive Energy Supply Corporation, BYD, China Aviation Lithium Battery, Contemporary Amperex Technology Co Limited, Deutsche Accumotive, Electrovaya, LG Chem, Panasonic, Samsung, SK Innovation, Tianjin Lishen Battery, Tianneng, Toshiba, Verkor, Wanxiang Group.
  • Mentioned: 24M Technologies, Albemarle, Apple, Ascend Elements, Audi, Beijing Automotive Group , Berkshire Hathaway, Bharat Heavy Electricals Ltd, BlueOval SK, BMW, Bosch, Brazil Electricity Regulatory Agency, Britishvolt, Capgemini, CBMM, Changan Auto, China Automotive Battery Innovation Alliance, CIC Capital Ventures, Continental, Coventry Airport, Coventry City University, Daimler, Dell, Denso, Department of Heavy Industries, DFM, Dongfeng Motor Corporation, Durathon, Dyson, EcoPro BM, EcoPro EM, El Nasr Manufacturing Co, ElectroMobility Poland, ElringKlinger, Envision AESC , European Battery Alliance, European Investment Bank, EVE Energy, Evonik Industries, Exide Industries, Farasis, FAW Group, Fecon Mining, Fiat, Ford, GAC, Geely, General Electric, General Motors, Global Battery Alliance, Grab, Great Wall Motor Group, GS Yuasa, Hibar Systems, Hillhouse Capital Group, Honda, HP, Hyundai, Imposto Sobre Produtos Industralizados, India Power Corporation, Infinity-e , InnoEnergy, International Energy Agency, JP Morgan Chase, Karma Automotive, Kia Motors, KwF IPEX Bank, LEAPMOTOR, LG, Libcoin, Lincoln, Lion Electric, Li-Tech Battery GmbH, Lucas TVS, Magnis Energy Technologies, Maxell, Mitsubishi, Mondelez, NASA, National Automotive Company, Nissan, NITI Aayog, Orion Assembly, QuantumScape, Raymond Corp, Redwood Materials, Renault, Romeo Power, SAIC Motors, Santander, Schneider Electric, SDIC Venture Capital, Sequoia Capital China, Shanghai Automotive Industry Corporation, Shiyan Municipal Government , Sibanye-Stillwater, Sichuan Changhong, Sila Technologies, Sociedad Química y Minera de Chile, Sojitz, Solid Energy Systems, Solus Advanced Materials, SQM, Stellantis, Suzuki, SVOLT, Svolt Energy, Tata, Tesla, TotalEnergies, Toyotsu Lithium Corp, Transport Canada, TriLake Partners, UBS, Vicinity Motors Corp, Volkswagen, Volvo, Walmart, WeLion, World Economic Forum, Wuzhoulong, Xiamen University, XPENG.

DATA & INTERACTIVE FORECAST

Juniper Research's “Electric Vehicle Batteries” forecast suite includes:

  • Forecast splits for 8 key regions, as well as 60 country-level data splits for:
    • Algeria
    • Argentina
    • Australia
    • Austria
    • Bangladesh
    • Belgium
    • Brazil
    • Canada
    • Chile
    • China
    • Colombia
    • Croatia
    • Czech Republic
    • Denmark
    • Ecuador
    • Egypt
    • Finland
    • France
    • Germany
    • Greece
    • Hong Kong
    • Hungary
    • India
    • Indonesia
    • Ireland
    • Israel
    • Italy
    • Japan
    • Kenya
    • Kuwait
    • Malaysia
    • Mexico
    • Nepal
    • Netherlands
    • New Zealand
    • Nigeria
    • Norway
    • Pakistan
    • Peru
    • Philippines
    • Poland
    • Portugal
    • Qatar
    • Romania
    • Russia
    • Saudi Arabia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • Sweden
    • Switzerland
    • Thailand
    • Turkey
    • UK
    • Ukraine
    • United Arab Emirates
    • Uruguay
    • US
    • Vietnam
  • Forecasts provided for EV battery adoption, split by consumer and commercial vehicles, and the volume of shipments and associated hardware spend. The suite also includes forecasts for EV and PHEV adoption, again split by consumer and commercial.
  • Interactive scenario tool allowing users to manipulate Juniper Research's data for 4 different metrics.
  • Access to the full set of forecast data of 45 tables and more than 20,000 datapoints.

Juniper Research's highly granular IFxls (interactive Excels) enable clients to manipulate our forecast data and charts to test their own assumptions, by using the interactive scenario tool, and compare select markets side by side in customised charts and tables. IFXLs greatly increase the clients' ability to both understand a particular market and to integrate their own views into the model.

FORECAST SUMMARY

The volume of electric vehicle battery pack shipments will reach 30 million in 2027; from just 10 million in 2022.

  • Falling vehicle costs, often directly caused by government subsidies, and increasing awareness around the environmental impact of current mobility services are key drivers behind the growth in electric vehicle battery production.
  • This growth will be strongest within the commercial segment, with commercial electric vehicle battery pack shipments growing from 1.4 million in 2022 to over 7 million by 2027.
  • Mass electrification of fleet vehicles is required for meeting corporate decarbonisation goals and will drive investment into electric vehicles from enterprises. In turn, this provides an opportunity for manufacturers to develop batteries designed for energy-intensive commercial use cases.
  • For electric vehicles to reach mass adoption across commercial use cases, including heavy goods haulage and passenger transport, scaling the production of new battery technologies is essential. This includes solid state batteries and new chemical mixes.
  • The most pressing issue for electric vehicle adoption is the rare earth minerals required in battery production, including cobalt, which is difficult to source, in terms of both cost and the ethics around procurement.
  • Accordingly, manufacturers must rapidly move to new, higher capacity technologies including solid-state batteries to unlock energy intensive use cases. However, these changes in technologies must continue to prioritise the sustainability goals electrification is based upon.

Table of Contents

1. Key Takeaways & Strategic Recommendations

  • 1.1. Key Takeaways
  • 1.2. Strategic Recommendations

2. EV Batteries - Market Landscape

  • 2.1. Introduction
  • 2.2. Definition and Organisation of the EV Batteries Market
    • Figure 2.1: Types of Battery Packs for EV Cars
    • Figure 2.2: Lithium-Ion Battery Charging Process
  • 2.3. The Roll-out of Electric Vehicles
    • 2.3.1. Changing Vehicle Design
    • 2.3.2. Different Battery Technologies:
      • i. Lithium-ion Batteries
        • Figure 2.3: Material Demand Projections for Lithium-Ion Batteries
      • ii. Solid-state Batteries
      • iii. Nickel-metal Hydride Batteries
      • iv. Lead-acid Batteries
      • v. Ultracapacitors
      • vi. Zebra Batteries
    • 2.3.3. Wider EV Adoption
    • 2.3.4. Supply Chain Issues
      • Figure 2.4: Declining Price of Lithium-Ion Batteries 1991-2018
      • Figure 2.5: Production of Lithium and EV Demand, in Thousands of Tonnes
    • 2.3.5. Legislations and Impending Bans on ICE Vehicles
    • 2.3.6. EV Manufacturer Pledges
    • 2.3.7. Battery Recycling and Repurposing

3. EV Batteries: Regional Analysis

  • 3.1. EV Batteries Regional Analysis
    • 3.1.1. North America
      • i. US
        • Figure 3.1: Number of Light-duty Vehicle Models Available by Powertrain, 2014-2021
      • ii. Canada
    • 3.1.2. Latin America
      • i. Brazil
      • ii. Mexico
      • iii. Chile
    • 3.1.3. West Europe
      • i. 3.1. Germany
      • ii. France
      • iii. UK
    • 3.1.4. Central & East Europe
      • i. Hungary
      • ii. Poland
    • 3.1.5. Far East & China
      • i. China
      • ii. South Korea
      • iii. Local EV Battery Production
      • iv. Japan
    • 3.1.6. Indian Subcontinent
      • i. India
    • 3.1.7. Rest of Asia Pacific
      • i. Australia
      • ii. Singapore
    • 3.1.8. Africa and the Middle East
      • i. South Africa
      • ii. The Current Level of EV Adoption
      • iii. Egypt

4. Electric Vehicle Batteries Competitor Leaderboard

  • 4.1. Why Read This Report?
    • Table 1: Juniper Research Competitor Leaderboard: EV Batteries Vendors Included & Product Portfolio
    • Figure 4.2: Juniper Research Competitor Leaderboard for EV Battery Vendors
    • Table 4.3: Juniper Research Competitor Leaderboard: EV Battery Vendors & Positioning
    • Table 4.4: Juniper Research Competitive Leaderboard Heatmap: EV Battery Vendors
  • 4.2. Juniper Research Competitor Leaderboard Assessment Methodology
  • 4.3. Limitations & Interpretation
    • Table 4.5: Juniper Research Competitor Leaderboard Scoring Criteria - EV Batteries
  • 4.4. EV Batteries - Vendor Analysis
    • 4.4.1. AESC (Automotive Energy Supply Corporation)
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.2. BYD
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.3. China Aviation Lithium Battery
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.4. CATL (Contemporary Amperex Tech. Co. Limited)
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.5. Deutsche Accumotive
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.6. Electrovaya
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.7. LG Chem
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.8. Panasonic
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.9. Samsung SDI
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.10. SK Innovation
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.11. Tianjin Lishen Battery Joint-Stock Co. Ltd.
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.12. Tianneng
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.13. Toshiba
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.14. Verkor
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities
    • 4.4.15. Wanxiang Group
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research Strategic Recommendations and Key Opportunities

5. EV Batteries - Market Forecasts

  • 5.1. EV Batteries: Market Forecasts
  • 5.2. Methodology & Assumptions
    • Figure 5.1: EV Battery Forecast Methodology
    • Figure 5.2: EV Forecast Methodology
    • Figure 5.3: PHEV Forecast Methodology
  • 5.3. EV Battery Forecasts
    • 5.3.1. EV Battery Shipments
      • Figure & Table 5.4: Number of Electrified Vehicle Battery Packs Shipped (m), by 8 Key Regions, 2022-2027
      • Figure 5.5: Number of Electrified Vehicle Battery Packs Shipped (m), Split by Segment, 2022-2027
    • 5.3.2. EV Battery Hardware Revenue
      • Figure & Table 5.6: Hardware Spend on Electrified Vehicle Battery Packs ($m), Split by 8 Key Regions, 2022-2027
      • Figure 5.7: Hardware Spend on Electrified Vehicle Battery Packs ($m), Split by Segment, 2022-2027