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市場調査レポート
商品コード
1395578
自動車用BMS(自動車用バッテリー管理システム)の世界市場規模、シェア、産業動向分析レポート:コンポーネント別、バッテリータイプ別、用途別、トポロジー別、地域別展望と予測、2023年~2030年Global Automotive Battery Management System Market Size, Share & Industry Trends Analysis Report By Component (Hardware, and Software), By Battery Type (Lithium-ion, Lead-acid), By Application, By Topology, By Regional Outlook and Forecast, 2023 - 2030 |
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自動車用BMS(自動車用バッテリー管理システム)の世界市場規模、シェア、産業動向分析レポート:コンポーネント別、バッテリータイプ別、用途別、トポロジー別、地域別展望と予測、2023年~2030年 |
出版日: 2023年11月30日
発行: KBV Research
ページ情報: 英文 296 Pages
納期: 即納可能
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自動車用BMS(自動車用バッテリー管理システム)市場規模は2030年までに166億米ドルに達すると予測され、予測期間中のCAGRは19.8%の市場成長率で上昇する見込みです。
KBV Cardinalマトリックスに掲載された分析によると、自動車用BMS市場では、株式会社東芝とLG Energy Solutionsが先行しています。2023年10月、LGエナジー・ソリューションと北米トヨタ(米国での自動車販売、マーケティング、流通を担当)は供給契約を締結しました。この提携は、LGエナジー・ソリューションがトヨタの米国組立バッテリー電気自動車にリチウムイオン電池モジュールを供給するものです。Sensata Technologies Holdings PLC、Futavis Gmbh、Leclanche S.A.などの企業が、この市場における主要なイノベーターです。
市場成長要因
技術革新の拡大
固体電池や新しいリチウムイオン電池の開発など、電池化学における技術革新は、より高いエネルギー密度、より速い充電能力、より長いサイクル寿命を提供します。BMSは、これらの高度な電池化学を管理し最適化するために適応しています。AIと機械学習がBMS技術に統合され、予知保全、リアルタイム診断、インテリジェントエネルギー管理が可能になっています。これらの技術革新により、バッテリーの性能予測の精度が向上し、安全性が高まります。BMS技術が進歩すれば、自動車の電動化とエネルギー貯蔵ソリューションの統合において極めて重要な役割を果たし、市場が拡大します。
バッテリーの航続距離と性能の向上
BMS技術は、バッテリーパックに蓄えられたエネルギーを効率的に管理するために不可欠です。この最適化により、エネルギーが効果的に使用され、エネルギーの無駄が削減され、1回の充電で走行距離が最大化されるため、航続距離の延長が可能になります。回生ブレーキとエネルギー回生システムは、EVの性能向上に不可欠な要素です。BMS技術は、制動時のエネルギーの回収と蓄積を制御・管理し、車両の航続距離をさらに伸ばすのに役立ちます。BMSシステムは、バッテリーの充電状態(SoC)をリアルタイムで監視します。BMS技術は、ドライバーにリアルタイムのデータとフィードバックを提供し、ドライバーが航続距離を最大化するための運転習慣やルート計画について十分な情報を得た上で意思決定できるよう支援します。以上のような要因が市場成長の原動力となると思われます。
市場抑制要因
様々なバッテリー技術の複雑さ
リン酸リチウムイオン(LiFePO4)、リチウムコバルト酸化物(LiCoO2)、リチウムマンガン酸化物(LiMn2O4)、ソリッドステートなど、さまざまな電池化学には、それぞれに合わせたBMS戦略が必要です。各化学物質は電圧、温度、経時特性が異なるため、BMS設計はより複雑になります。バッテリーの化学的性質が異なれば、電圧範囲や充放電特性も異なります。BMSシステムは、安全で効率的な動作を保証するために、これらの変動を管理できなければなりません。バッテリー技術にはさまざまな温度要件があります。BMSの性能と安全性を損なう可能性のある外部脅威から保護するためには、強固なサイバーセキュリティ対策を確保することが重要です。以上の要因が市場成長の妨げとなります。
コンポーネントの展望
コンポーネント別に見ると、市場はハードウェアとソフトウェアに区分されます。ソフトウェアセグメントは、市場でかなりの収益シェアを獲得しています。ソフトウェアコンポーネントは、電気自動車(EV)、ハイブリッド車、その他の用途におけるバッテリーパックの効率的で安全な動作を保証します。BMSソフトウェアは、様々なセンサーやハードウェア部品からのデータを収集、分析、解釈し、リアルタイムで意思決定を行い、車両オペレーターやメーカーに情報を提供する役割を担っています。同市場のソフトウェアコンポーネントは、バッテリーパックの性能、安全性、寿命を最適化する上で不可欠です。
バッテリータイプの展望
バッテリータイプ別に見ると、市場はリチウムイオン、鉛蓄電池、その他に分類されます。2022年には、リチウムイオンセグメントが市場で最大の収益シェアを記録しました。リチウムイオン電池は、その卓越したエネルギー密度、出力対重量比、最小限の自己放電により、電気自動車の標準的な選択肢となっています。しかし、その安全性と耐久性を確保するためには、バッテリーと車両の効率と安全性を正確に監視する必要があるため、BMSは自動車用バッテリーの組み立てにおいて重要な役割を果たしています。BMSは、バッテリーの健全性、充電状態、電圧、電流、環境温度など、EVのリチウムイオンバッテリーの性能を監視・制御するために不可欠です。したがって、BMSはリチウムイオン電池の進化を可能にする不可欠な要素です。
用途の展望
用途別に見ると、市場は乗用車、商用車、その他に区分されます。商用車セグメントは、2022年の市場でかなりの収益シェアを獲得しました。商用車セグメントには主に電気バスと電気トラックが含まれます。近年、電気輸送の採用が増加しています。世界経済はネット・ゼロ・エミッションを目標に掲げ、世界各国は電気自動車にシフトしています。世界の都市商業輸送で最も重要な輸送手段のひとつがバスです。民間企業、公共機関、非営利団体では、電気バスや電気客車を利用するケースが増えています。今後数年間は、ネット・ゼロ・エミッション目標により、商用車の普及が進むと予測されます。
トポロジーの展望
トポロジーに基づき、市場はモジュール型、集中型、分散型に分類されます。2022年には、モジュール型セグメントがシステム市場で最も高い収益シェアを獲得しました。モジュール型BMSの設計は拡張性を容易にします。異なるバッテリーパックのサイズ、化学物質、または構成に対応するために、モジュールを追加または削除することができます。この柔軟性は、様々な車種が異なるバッテリーサイズを必要とするEV市場において特に有益です。冗長性は、モジュール式トポロジーを通して、バックアップモジュールを設置することで達成できます。モジュールが故障した場合、冗長モジュールがバッテリーの継続的な監視と管理を確実に引き継ぐことができます。モジュラー・アプローチは、BMSコンポーネントの車両アーキテクチャへの統合を簡素化します。各モジュールは明確に定義されたインターフェイスを持つことができ、他の車両システムとの接続や通信が容易になります。
地域別展望
地域別に見ると、市場は北米、欧州、アジア太平洋、LAMEAで分析されます。欧州地域は、2022年の市場で大きな収益シェアを獲得しました。新興の電気自動車部門は、同地域のリチウムイオン電池セル/パックやBMSなどの関連部品の製造にプラスの影響を与えています。欧州には自動車メーカーも多いです。e-モビリティのトレンドの高まりに伴い、この地域では電気自動車用バッテリーの大規模なニーズが生まれています。こうした要因がこの地域の市場成長を後押ししています。さらに、この地域における自動車用BMSの需要は、大手自動車メーカーの製造適性の存在によるものです。
The Global Automotive Battery Management System Market size is expected to reach $16.6 billion by 2030, rising at a market growth of 19.8% CAGR during the forecast period.
Continuous advancements in battery technology, particularly lithium-ion batteries, have improved energy density, faster charging, and longer battery life. Consequently, the lithium-ion segment would generate approximately 52.96% share of the market by 2030. BMS technology is indispensable in electric vehicles. Lithium-ion batteries offer an impressive combination of energy density and power, allowing for extended driving ranges and efficient energy utilization, which is critical in the rapidly growing electric vehicle (EV) segment. Additionally, their adaptability to various vehicle sizes and types, from compact cars to large SUVs, positions them as a versatile and scalable solution, cementing their status as the go-to choose for automakers striving to meet the evolving demands of the Automotive BMS market.
The major strategies followed by the market participants are Partnerships, Collaborations & Agreements as the key developmental strategy to keep pace with the changing demands of end users. For instance, In August, 2023, Leclanche SA entered into partnership with Medha Group, a renowned provider of vehicle traction systems and associated electronics in Hyderabad, India. Within this partnership, Leclanche SA will supply its Li-ion battery pack solutions, including the INT-53 and INT-39 high-energy battery packs, to Medha for various projects involving railway auxiliary and maintenance vehicles. Additionally, In February, 2023, LG Energy Solutions joined forces with Freudenberg SE, a global supplier, manufacturer, and service partner for the automotive and general industry sectors. The partnership involves a multiyear agreement for the provision of lithium-ion battery cell modules. This collaboration enhances capacity and supply reliability for these vital markets.
Based on the Analysis presented in the KBV Cardinal matrix; Toshiba Corporation and LG Energy Solutions are the forerunners in the Automotive Battery Managment System Market. In October, 2023, LG Energy Solution and Toyota North America, a division of Toyota Corporation responsible for U.S. vehicle sales, marketing, and distribution, have entered into a supply agreement. This collaboration entails the provision of lithium-ion battery modules by LG Energy Solution for Toyota's U.S.-assembled battery electric vehicles. Companies such as Sensata Technologies Holdings PLC., Futavis Gmbh, Leclanche S.A. are some of the key innovators in the Market.
Market Growth Factors
Expansion of technological innovations
Innovations in battery chemistry, such as developing solid-state batteries and new lithium-ion variants, offer higher energy density, faster charging capabilities, and longer cycle life. BMS systems are adapting to manage and optimize these advanced battery chemistries. AI and machine learning are integrated into BMS technology to enable predictive maintenance, real-time diagnostics, and intelligent energy management. These innovations improve the accuracy of battery performance prediction and enhance safety. As BMS technology advances, it will play a pivotal role in electrifying vehicles and integrating energy storage solutions, expanding the market.
Improved range and performance of batteries
BMS technology is essential for managing the energy stored in the battery pack efficiently. This optimization allows for increased range as it ensures that energy is used effectively, reducing energy wastage and maximizing the driving distance on a single charge. Regenerative braking and energy recapture systems are vital components of improving EV performance. BMS technology helps control and manage the recapturing and storing energy during braking, further extending the vehicle's range. BMS systems monitor the state of charge (SoC) of the battery in real time. BMS technology provides real-time data and feedback to drivers, helping them make informed decisions about driving habits and route planning to maximize range. The above factors will drive market growth.
Market Restraining Factors
Complexity of various battery techniques
Various battery chemistries, including lithium-ion phosphate (LiFePO4), lithium-cobalt oxide (LiCoO2), lithium-manganese oxide (LiMn2O4), solid-state, and others, require tailored BMS strategies. Each chemistry has different voltage, temperature, and aging characteristics, making BMS design more intricate. Different battery chemistries have distinct voltage ranges and charge/discharge characteristics. BMS systems must be capable of managing these variations, ensuring safe and efficient operation. Battery technologies have varying thermal requirements. Ensuring robust cybersecurity measures is critical to protect against external threats that could compromise BMS performance and safety. The above factors will hamper the market growth.
Component Outlook
On the basis of components, the market is segmented into hardware and software. The software segment acquired a substantial revenue share in the market. The software component ensures the efficient and safe operation of battery packs in electric vehicles (EVs), hybrid vehicles, and other applications. BMS software is responsible for collecting, analyzing, and interpreting data from various sensors and hardware components, making real-time decisions, and providing information to vehicle operators and manufacturers. The software component in the market is integral in optimizing the performance, safety, and longevity of battery packs.
Battery-Type Outlook
By battery type, the market is categorized into lithium-ion, lead-acid, and others. In 2022, the lithium-ion segment registered the largest revenue share in the market. Lithium-ion batteries are the standard choice for electric vehicles due to their exceptional energy density, power-to-weight ratio, and minimal self-discharge. However, ensuring their safety and durability requires precise oversight for the efficiency and security of the battery and the vehicle; hence, BMS plays a crucial role in the assembly of the automotive battery. BMS is indispensable for overseeing and controlling Li-ion battery performance in EVs, encompassing battery health, charge status, voltage, current, and environmental temperature. Therefore, a BMS is an essential enabling factor for the evolution of lithium-ion batteries.
Application Outlook
On the basis of application, the market is segmented into passenger vehicles, commercial vehicles, and others. The commercial vehicles segment acquired a substantial revenue share in the market in 2022. The commercial vehicles segment primarily includes electric buses and electric trucks. In recent years, there has been a rise in the adoption of electric transportation. The economies worldwide have set their goals for net zero emissions, and countries worldwide are shifting to electric vehicles. One of the most important modes of urban commercial transportation worldwide is buses. Private enterprises, public authorities, and non-profit organizations increasingly utilize electric buses and carriages. In the coming years, the penetration of commercial vehicles is predicted to rise owing to the net zero emissions goals.
Topology Outlook
Based on topology, the market is classified into modular, centralized, and distributed. In 2022, the modular segment generated the highest revenue share in the system market. Modular BMS designs allow for easy scalability. Additional modules can be added or removed to accommodate different battery pack sizes, chemistries, or configurations. This flexibility is especially beneficial in the EV market, where various vehicle models may require different battery sizes. Redundancy can be achieved through modular topology by having backup modules in place. In case of a module failure, a redundant module can take over to ensure continuous monitoring and management of the battery. The modular approach simplifies the integration of BMS components into a vehicle's architecture. Each module can have well-defined interfaces, making it easier to connect and communicate with other vehicle systems.
Regional Outlook
Region-wise, the market is analysed across North America, Europe, Asia Pacific, and LAMEA. The Europe region garnered a significant revenue share in the market in 2022. The emerging electric vehicle sector positively impacts the region's manufacturing of lithium-ion battery cells/packs and related components such as BMS. Europe also has a significant presence of automobile manufacturers. With the rising trend of e-mobility, a massive need for electric vehicle batteries in the region has been created. These factors drive the growth of the market in this region. Furthermore, the demand for automotive BMSs in this region is due to the presence of manufacturing aptitudes of major automotive manufacturers.
The market research report covers the analysis of key stakeholders of the market. Key companies profiled in the report include Eberspacher Gruppe GmbH & Co. KG, Sensata Technologies Holding PLC, AVL List Gmbh, LG Energy Solution Ltd., Ficosa International S.A, Leclanche S.A, Nuvation Energy (Nuvation Research Corporation), Futavis Gmbh (Deutz AG), Toshiba Corporation, Elithion, Inc.
Recent Strategies Deployed in Automotive Battery Management System Market
Partnerships, Collaborations & Agreements
Oct-2023: LG Energy Solution and Toyota North America, a division of Toyota Corporation responsible for U.S. vehicle sales, marketing, and distribution, have entered into a supply agreement. This collaboration entails the provision of lithium-ion battery modules by LG Energy Solution for Toyota's U.S.-assembled battery electric vehicles. Commencing in 2025, LG Energy Solution will supply automotive battery modules with an annual capacity of 20GWh, supporting Toyota's growing range of BEVs and a new BEV model to be manufactured at Toyota Motor Manufacturing Kentucky in 2025 as part of Toyota's multifaceted product strategy.
Aug-2023: Nuvation Energy has entered into a strategic collaboration with Honeywell International, Ltd., a renowned engineering and technology company specializing in solutions across diverse sectors, encompassing energy, security, and safety. This partnership aims to integrate Nuvation Energy's expertise in battery management with Honeywell's advanced energy storage technology to develop highly efficient large-scale storage solutions that effectively address the critical needs of end-users.
Feb-2023: LG Energy Solutions has joined forces with Freudenberg SE, a global supplier, manufacturer, and service partner for the automotive and general industry sectors. The partnership involves a multiyear agreement for the provision of lithium-ion battery cell modules. LG will support Freudenberg SE in expanding its production capabilities to meet the growing demand, ensuring a robust supply chain for its customers in commercial vehicle applications, particularly for trucks and buses in North America and Europe. This collaboration enhances capacity and supply reliability for these vital markets.
June-2023: Leclanche SA entered into partnership with Medha Group, a renowned provider of vehicle traction systems and associated electronics in Hyderabad, India. Within this partnership, Leclanche SA will supply its Li-ion battery pack solutions, including the INT-53 and INT-39 high-energy battery packs, to Medha for various projects involving railway auxiliary and maintenance vehicles. This synergy between Medha's traction systems and electronics, coupled with Leclanche's advanced lithium-ion battery packs, will present a compelling solution for prominent train manufacturers and OEM commercial vehicle designers across three continents.
Oct-2022: Toshiba India Private Limited, a subsidiary of Toshiba Corporation, has recently entered into a collaboration with EVage Automotive Private Limited, a prominent manufacturer of all-electric, custom-designed commercial vehicles. This partnership focuses on enhancing battery management systems (BMS) by integrating them into Honeywell's modular battery energy storage systems. The primary objective is to provide users with enhanced flexibility and a deeper understanding of battery performance, resulting in a more efficient and insightful energy storage solution.
Sep-2021: Toshiba Corporation has entered into a collaborative agreement with Sojitz Corporation and CBMM, a globally diversified company involved in a wide range of business activities spanning across buying, selling, importing, exporting, and manufacturing both in Japan and abroad. Under this agreement, the two companies will join forces to jointly develop and bring to market the next-generation lithium-ion batteries. These batteries will feature niobium titanium oxide (NTO) as the anode material and are primarily aimed at applications within the commercial electric vehicle (e-vehicle) sector.
Aug-2021: EVLO Energy Storage, Hydro-Quebec's energy storage subsidiary, and Nuvation Energy, are teaming up through a reseller agreement for EVLO's energy storage systems. EVLO specializes in grid-scale energy storage systems based on Hydro-Quebec's patented lithium iron phosphate (LFP) battery chemistry while Nuvation Energy provides battery management systems and energy storage engineering services to battery manufacturers and energy storage system developers.
Product launches
May-2023: Sensata Technologies, a prominent industrial technology company specializing in sensors and solutions, has introduced the C-BMS24X, a compact Battery Management System designed to meet the evolving requirements of industrial applications, low voltage electric vehicles, and energy storage systems. The C-BMS24X facilitates the parallel connection of up to 10 battery packs, making it easy to swap depleted batteries with fully charged ones. It offers advanced balancing and user-friendly BMS-controlled features, enhancing overall convenience.
Oct-2022: Sensata Technologies has unveiled the n3-BMS, a novel battery management system tailored for high-voltage applications with lithium balance. This innovation caters to power levels up to 1000 volts/2000 amps, catering to battery manufacturers, electric trucks, and bus makers. It allows customers to customize the system with code and algorithms without compromising ASIL C Certification, potentially reducing development time and costs.
Jan-2022: Toshiba Electronics Europe, a division of Toshiba Corporation, has introduced the TLX9160T, a new photorelay with a normally open (NO) 1-Form-A configuration. This photorelay boasts a robust output withstand voltage (VOFF) of at least 1500V and can function at supply voltages (VDD) of up to 1000V. Housed in a SO16L-T package made from resin material compliant with IEC60664-1 material group I, it features a maximum forward current (IF) of 30mA and an On-state current (ION) of 50mA.
2021-Nov: Sensata Technologies, Inc. has introduced the i-BMS, a cutting-edge Battery Management System (BMS) tailored for electrified applications with a voltage range of up to 60V. This innovative BMS is designed to be compatible with various cell chemistries, offering a versatile and compact integrated solution. It has been developed with a focus on achieving cost efficiency, making it ideal for large-scale, cost-optimized production of applications operating within the 60V voltage range.
Mergers & Acquisition
Mar-2023: Eberspacher has acquired a majority stake in Vecture, Inc., a company specializing in battery protection circuitry for battery pack assembly and electronic manufacturing services. This move strengthens Eberspacher's presence in the automotive control division by leveraging Vecture's expertise in critical battery management systems and energy storage solutions. It enhances Eberspacher's vehicle electronics portfolio and positions them to tap into the fast-growing energy storage market.
Feb-2022: LG Energy Solutions has acquired NEC Energy Solutions, a subsidiary of NEC Corporation, a leading U.S.-based grid battery integrator. This strategic move enables LG to broaden its Energy Storage System (ESS) portfolio, focusing on providing comprehensive integrated AC and DC storage solutions. LG aims to enhance its services with customized operational support, encompassing equipment installation, remote monitoring, and scheduled maintenance, meeting the unique requirements of its clients while strengthening its position in the energy storage market.
Feb-2021: Sensata Technologies has completed the acquisition of Lithium Balance A/S, a company specializing in advanced battery pack monitoring. This strategic move enhances Sensata's electrification business and clean energy market strategy while expanding its portfolio to provide battery management solutions for various vehicle OEMs. The acquisition allows Sensata to offer comprehensive battery management solutions across a diverse range of electrification applications in industrial and transport markets, further solidifying its position in the industry.
Market Segments covered in the Report:
By Component
By Battery Type
By Application
By Topology
By Geography
Companies Profiled
Unique Offerings from KBV Research