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市場調査レポート
商品コード
1479058
電気自動車バッテリースワップの世界市場の評価:車両別、サービス別、ステーション別、バッテリー別、地域別、機会、予測(2017年~2031年)Electric Vehicle Battery Swapping Market Assessment by Vehicle, By Service, By Station, By Battery, By Region, Opportunities and Forecast, 2017-2031F |
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電気自動車バッテリースワップの世界市場の評価:車両別、サービス別、ステーション別、バッテリー別、地域別、機会、予測(2017年~2031年) |
出版日: 2024年05月14日
発行: Market Xcel - Markets and Data
ページ情報: 英文 238 Pages
納期: 3~5営業日
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世界の電気自動車バッテリースワップの市場規模は、2023年の20億2,000万米ドルから2031年に80億5,000万米ドルに達すると予測され、予測期間の2024年~2031年にCAGRで18.86%の成長が見込まれます。電気自動車の普及が進むにつれて、革新的なバッテリーと充電技術への需要が急増しています。
EV革命は、充電モジュール、バッテリー管理技術、バッテリースワップシステムなどのEVコンポーネント部門を誕生させました。電気自動車の普及と電動オートバイの登場は、市場の拡大を促進すると予測されます。予測期間に多くの電気自動車が路上を走行すると予測されますが、最大の課題の1つは、ディーゼル車と同じように簡単かつ手頃な価格で利用できるよう、それらを充電するインフラを構築することです。長い充電時間は、eモビリティの普及にとっての最大の障害の1つです。EVのオーナーは、充電時間を節約しながら航続距離を伸ばす新技術を求めています。そこでバッテリースワップ技術が登場し、これによって運転時間と航続距離が保持されます。この技術により、空のバッテリーを満充電のバッテリーと素早く交換することが可能になり、長い充電時間を短縮し、車両の航続距離を伸ばすことができます。各社は、EVバッテリーの交換に特化したステーションを増設し、こうした恩恵を活用しています。
例えば、NIOは640kWのスーパーチャージャーとともに次世代バッテリースワップステーションを公開しました。中国メーカーは、2024年に約2万ヶ所の充電ヒープと1,000ヶ所のバッテリースワップステーションを増設し、国内のネットワークを拡大する意向です。NIOは、年末までに1,000ヶ所のステーションを設置するという2023年の目標を事実上達成し、管轄する交換ステーションの総数は2,305ヶ所となっています。
充電の手間の軽減と航続距離の延長が市場拡大を促進
バッテリースワップ技術の最大の利点は、1つのペアを別のバッテリーと交換するだけであることから、充電の手間が軽減されることです。スワップステーションの新設や、バッテリーを満充電にするスピードの向上が、市場の成長を促すと予測されます。バッテリースワップ技術は、EVドライバーにとっての最大の不便を解消します。バッテリースワップ技術によって速度と効率が向上したことで、エンドユーザーの運転可能距離が伸びました。バッテリースワップ技術とステーションによる急速な技術の進歩は、三輪車、二輪車、その他の商用車を含む車両におけるバッテリースワップの売上をさらに促進する運用コストを削減すると予測されます。各ブランドは、最短時間でフル充電されたバッテリーを提供することに注力しています。
例えば、2023年12月、StellantisとAmpleは、5分以内にフル充電された電気自動車用バッテリーを供給できる電気自動車用バッテリー充電技術で提携する契約を締結しました。両社は、Stellantisの電気自動車にAmpleのモジュラーバッテリースワップソリューションを統合する方向で協力することで合意しました。欧州で最初に開始されるプログラムは、2024年のFiat 500eを使用したFree2moveのカーシェアリングフリートという形式になる見込みです。この技術は、充電時間、航続距離の抑制、バッテリーの消耗といった顧客のインフラ問題を解決することができます。
市場成長を促進するバッテリースワップステーションの拡大
バッテリースワップ技術はバッテリーの再使用を少なくするため、バッテリーの健全性を長く維持することができます。自動車メーカーは、より長いバッテリー寿命を実現するため、車両に交換可能なバッテリーを搭載しています。バッテリースワップの主な利点には、バッテリーの健全性の維持、充電の高速化、航続距離の向上などがあります。交換されたバッテリーは寿命が延び、価格も手頃で、排出ガスも少なくなります。バッテリー寿命の延長はエンドユーザーに経済および環境上の利益をもたらし、電気自動車バッテリースワップの市場規模を拡大します。さらに、官民機関との協力による新たなバッテリースワップステーションの追加は、市場に付加価値を与える可能性が高いです。これらのステーションは、持続可能で利用しやすい電動モビリティソリューションを推進しながら、バッテリースワップインフラの正確な実装を保証するために建設されます。
当レポートでは、世界の電気自動車バッテリースワップ市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢と見通しなどを提供しています。
Global electric vehicle battery swapping market is projected to witness a CAGR of 18.86% during the forecast period 2024-2031, growing from USD 2.02 billion in 2023 to USD 8.05 billion in 2031. As the adoption of electric vehicles increases, the demand for innovative battery and charging technology is on a surge.
The EV revolution has given birth to the EV component sector including charging modules, battery management technology, and battery swapping systems. The proliferation of electric vehicles along with the advent of electric motorcycles are anticipated to fuel the market expansion. Many electric vehicles are projected to be on the road during the forecast period, but one of the biggest challenges would be building the infrastructure for charging them so they are as simple, affordable, and available as diesel cars. Long charging times are one of the biggest obstacles to the widespread adoption of e-mobility. The EV owners are looking for new technologies that saves charging time while delivering the highest amount of vehicle range. Here battery swapping technology comes into play, saving operational time and vehicle range. Technology enables empty batteries to be quickly replaced with fully charged ones, cutting down on lengthy charging times and increasing vehicle's driving range. The companies are adding stations specific to EV battery swapping to leverage these benefits.
For instance, NIO revealed the next-generation battery swap station along with 640 kW supercharger. The Chinese manufacturer intends to expand its network in the nation by adding approximately 20,000 charging heaps and 1,000 battery switching stations in 2024. NIO effectively completed its 2023-year goal of installing 1,000 stations by year's end, bringing the total number of exchange stations under its purview to 2,305.
Reducing Charging Hassel Along with Extended Driving Range to Fuel Market Expansion
The biggest benefit of battery-swapping technology involves reduced charging hassle as one pair is simply swapped with another battery. Newly available swap stations and higher speeds in which one goes for a full battery are anticipated to garner market growth. Battery-swapping technology simply solves the biggest inconvenience for EV drivers. The increased speed and efficiency with battery swapping technology has facilitated end-users with a higher operational range. Rapid technological advances with battery-swapping technology and stations are expected to reduce the operational cost which further drives the sales of battery-swapping in vehicles including three-wheelers, two-wheelers, and other commercial vehicles. Brands focus on delivering a fully charged battery in the minimum duration.
For instance, in December 2023, Stellantis and Ample signed an agreement to form a partnership in electric vehicle battery charging technology capable of delivering a fully charged electric vehicle battery in less than five minutes. The two players have agreed to work towards integrating Ample's Modular battery-swapping solution in Stellantis electric vehicles. The first program to be launched in Europe will be in the form of Free2move's car-sharing fleet with the Fiat 500e in 2024. The technology can solve customer infrastructure issues such as charging times, range constraints, and battery wear.
Expansion of Battery-Swapping Stations to Thrive Market Growth
As battery swapping technology delivers less re-usage of the battery, long and enhanced battery health can be achieved. Automakers are equipping their vehicles with swappable batteries to deliver a longer battery shelf-life. The major benefits of exchanging batteries include maintaining battery health, faster charging, and enhanced vehicle range. Replaced batteries add longer lifespan, are affordable, and emit lower emissions. The longer battery life provides economic and environmental benefits to the end-users, expanding the electric vehicle battery swapping market size. Furthermore, the addition of new battery-swapping stations in collaboration with private and public entities is likely to add value to the market. These stations are built to ensure the accurate implementation of battery-swapping infrastructure while promoting sustainable and accessible electric mobility solutions.
For instance, in December 2023, Motorola Mobility Pvt. Ltd. and Swobbee, a German climate technology company partnered to improve the overall user experience. The cooperative initiative tackles issues related to electric vehicles (EVs), with a primary focus on battery charging time, cost, and longevity. With the partnership's promise to build 200 battery switching stations around India in the next 24 months, the industry is set for a change.
Government's Support to Battery Swapping Infrastructure to Fuel the Market Growth
Implementation and commercialization of battery-swapping technology for electric vehicles couldn't be implemented without the crucial role of government authorities. From permits to safety regulations, governments across the globe focus on promoting EV technology that restricts fossil fuel consumption and increases sustainability. Governments across the globe to support and fund infrastructure for battery swapping. The ability of battery-swapping technology to lower carbon emissions and enhance air quality has been acknowledged by governments across the world. Governments and private companies are now working together to develop infrastructure for battery charging and standardize battery-swapping procedures. These regulations encourage and recognize new ventures and creative ideas while guaranteeing the proper application of battery-swapping technology.
For instance, in April 2022, the government of India announced plans to create interoperability standards and a battery-swapping policy during budget of financial year 2022-2023, to create and enhance the battery-swapping ecosystem's efficiency and accelerate the adoption of electric vehicles.
Higher Adoption and Expanded BEV Charging Infrastructure to Fuel Segmental Growth
The subscription model segment is anticipated to lead the market throughout the forecast period. The leading share of subscription models is attributed to factors including battery leasing solutions, cheap cost per swap, and affordability. Over the projected period, the pay-per-use (PPU) model is expected to show a higher CAGR. It is explained by the rise in the use of PPU models among private consumers who drive less and don't need to pay capital expenses upfront. The segmental growth is attributed to the economic benefits of this service model. For instance, end-users with frequent short-distance travel choose the pay-per-use model over the subscription model as it saves them money.
Asia-Pacific Leads the Global Electric Vehicle Battery Swapping Market Share
Big Asian automakers are concentrating on providing workable and economically viable solutions for Asia-Pacific's expanding economies. As a result, they work together with domestic battery producers to jointly develop and market vehicles that have integrated modular battery systems. As a workable alternative to cable charging, battery-swapping approach has seen an exponential surge in the use in China. Redesigned cars with an emphasis on the business sector result from domestic companies like BAIC implementing a swapping solution. Thus, these elements are responsible for the region's higher battery-swapping adoption rate. On the contrary, India thrives with government-owned entities setting up their battery-swapping infrastructure.
For instance, in December 2023, Indian Oil Corporation (IOC) introduced its first battery-swapping station. Battery-swapping technology has been a game-changer for two-wheelers in the region. The facility is expected to play a crucial role in adopting EVs and spearheading the emerging transition.
Future Market Scenario (2024 - 2031F)
Increased EV adoption, advanced battery systems, and new electric scooters with battery-swapping technology are flourishing in the market. For instance, in November 2022, Hero MotoCorp announced its partnership with Gogoro to bring new electric bikes and scooters that utilize battery-swapping technology.
Expanding facilities and stations and increasing research and development will fuel market growth.
Evolving battery technology with faster charging and recyclable technology is expected to garner market growth.
Key Players Landscape and Outlook
The electric vehicle battery swapping market players experiment with advanced technology, faster and safer charging, and different payment methods. Furthermore, companies collaborate with government programs for energy transition. Competitors strategize with partnerships, acquisitions, and mergers to expand their supply chain and distribution channels. These collaborations usually utilize the advanced technology delivered by technological giants, majoring in battery-swapping.
For instance, in January 2023, Sun Mobility introduced its new SwapX station and S2.1 battery pack. It aims to power one million EVs by 2025. Currently, SUN Mobility operates more than 210 EV battery exchange locations nationwide. These batteries are compatible with E2W, E3W, and e-rickshaw electric vehicles.
In July 2023, Beijing Foton Daimler Automotive Co. Ltd. partnered with Aulton New Energy Automotive Technology to deliver rapid implementation of battery-swapping projects for heavy-duty trucks. The cooperation would deliver benefits using Daimler's battery-swappable vehicle models that are based on the GTL platform while Aulton provides global leading battery-swapping solutions dedicated to heavy trucks.
All segments will be provided for all regions and countries covered
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.