表紙:輸送用途向けバッテリースワップの世界市場分析と予測:小型EV、軽量EV、および重量EVのバッテリースワップ
市場調査レポート
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1011629

輸送用途向けバッテリースワップの世界市場分析と予測:小型EV、軽量EV、および重量EVのバッテリースワップ

Battery Swapping Markets for Transportation Applications - Light EV, Light Duty EV, and Heavy Duty EV Battery Swapping: Global Market Analysis and Forecasts

出版日: | 発行: Guidehouse Insights (formerly Navigant Research) | ページ情報: 英文 53 Pages; 45 Tables, Charts & Figures | 納期: 即納可能 即納可能とは

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輸送用途向けバッテリースワップの世界市場分析と予測:小型EV、軽量EV、および重量EVのバッテリースワップ
出版日: 2021年06月01日
発行: Guidehouse Insights (formerly Navigant Research)
ページ情報: 英文 53 Pages; 45 Tables, Charts & Figures
納期: 即納可能 即納可能とは
  • 全表示
  • 概要
  • 図表
  • 目次
概要

21世紀の自動車の推進方式は、内燃機関(ICE)に代わって電気自動車が主流になると考えられています。しかし、電気自動車の普及には、高額な初期費用や長い充電時間など、いくつかの大きな障壁が存在します。バッテリースワップは、これらの課題を解決し、EVの普及を加速させる可能性を秘めた新しい技術です。

世界各地で行われているバッテリースワップの事例では、EVが従来のガソリンスタンドでの給油速度に匹敵し、場合によっては凌駕できることが実証されています。また、一部の市場では、バッテリーを所有せずにEVを購入し、BaaS(Battery as a Service)と呼ばれる月額制のプログラムに参加することも可能になっています。バッテリーの所有権とEVの所有権を分離することは、交通市場の大規模な電動化への移行を加速させる鍵の一つとなる見通しです。

当レポートは、世界の輸送用途向けバッテリースワップ市場について調査しています。小型EV、軽量(LD)EV、および重量(HD)EVに焦点を当てており、市場機会、成長要因と障壁、バッテリースワッププログラムに関連する技術動向、主要企業のプロファイルなどの情報を提供しています。

目次

第1章 エグゼクティブサマリー

  • イントロダクション
  • 市場の課題
  • 市場予測

第2章 市場の課題

  • 技術の概要
  • ビジネスモデルの概要
  • ユースケースと動向
    • 小型EV
    • LD EV
    • HD EV
    • フリートの機会
  • 市場の成長要因
    • EV充電速度の遅い
    • 高い先行EVコスト
    • バッテリーの陳腐化と信頼性
    • VGIのメリット
  • 市場の障壁
    • 標準化
    • インフラストラクチャへのアクセスとコスト

第3章 業界の主な企業

  • 小型EVサプライヤー
    • Gogoro
    • Immotor
    • SUN Mobility
    • VinFast
    • ZEWAY
    • その他の小型EV業界の参入企業
    • サプライチェーンの評価
  • LDおよびHDEVサプライヤー
    • Ample
    • Aulton New Energy
    • Foton IBLUE
    • NIO
    • その他のLDおよびHDEV業界の参入企業

第4章 市場予測

  • 範囲
  • 調査手法と前提条件
  • 地域および技術別:バッテリースワップステーションのインストールベース
  • 地域および技術別:バッテリースワップに使用されるバッテリーのインストールベース
  • 地域および技術別:Battery as a Service参入車両のインストールベース
  • 地域および技術別:Battery as a Serviceの年間収益
  • 地域および技術別:バッテリースワップ装置販売による年間収益

第5章 結論・提言

第6章 略語のリスト

第7章 目次

第8章 図表

第9章 調査範囲、情報源と調査手法、注記

図表

LIST OF CHARTS AND FIGURES

  • Installed Base of Battery Swap Stations by Region, World Markets: 2021-2030
  • Installed Base of Battery Swap Stations by Technology, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Technology, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Region, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Technology, World Markets: 2021-2030
  • Annual BaaS Revenue by Region, World Markets: 2021-2030
  • Annual BaaS Revenue by Technology, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Technology, World Markets: 2021-2030
  • Installed Base of Light EVs Participating in BaaS by Technology, World Markets: 2021-2030
  • E-Bus Battery Swapping in Qingdao, China
  • Gogoro Super GoStation
  • Ample Modular Battery Swap Station
  • NIO Battery Swap Station at the 2019 Shanghai Auto Show
  • Geographic Dimensions

LIST OF TABLES

  • Installed Base of Battery Swap Stations by Region, World Markets: 2021-2030
  • Installed Base of Battery Swap Stations by Technology, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used for Battery Swapping by Technology, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Region, World Markets: 2021-2030
  • Installed Base of Vehicles Participating in BaaS by Technology, World Markets: 2021-2030
  • Annual BaaS Revenue by Region, World Markets: 2021-2030
  • Annual BaaS Revenue by Technology, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Annual Revenue from Battery Swapping Equipment Sales by Technology, World Markets: 2021-2030
  • Installed Base of Light EV Battery Swap Stations by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used For Light EV Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of Light EVs Participating in BaaS by Region, World Markets: 2021-2030
  • Installed Base of Light EVs Participating in BaaS by Technology, World Markets: 2021-2030
  • Annual Light EV BaaS Revenue by Region, World Markets: 2021-2030
  • Annual Revenue from Light EV Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Installed Base of LD EV Battery Swap Station Deployments by Region, World Markets: 2021-2030
  • Installed Base of Number of Batteries Used For LD EV Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of LD EVs Participating in BaaS by Region, World Markets: 2021-2030
  • Annual LD EV BaaS Revenue by Region, World Markets: 2021-2030
  • Annual Revenue from LD EV Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Installed Base of HD EV Battery Swap Station Deployments by Region, World Markets: 2021-2030
  • Installed Base of Batteries Used For HD EV Battery Swapping by Region, World Markets: 2021-2030
  • Installed Base of HD EVs Participating in BaaS by Region, World Markets: 2021-2030
  • Annual HD EV BaaS Revenue by Region, World Markets: 2021-2030
  • Annual Revenue from HD EV Battery Swapping Equipment Sales by Region, World Markets: 2021-2030
  • Typical Charging, Swapping, and Refueling Times for ICE Vehicles and EVs
  • Light EV Battery Swap Industry Participant Comparative Analysis
  • Light EV Industry Participant Supply Chain Assessment of Primary and Secondary Solution Offerings
目次
Product Code: MF-BS-21

Electrification appears poised to take over the internal combustion engine (ICE) as the dominant form of vehicle propulsion in the 21st century. However, several key barriers continue to hinder mass EV adoption-namely, high upfront purchase prices and long charging times. Battery swapping is an emerging technology that shows strong potential to address both of these key barriers and greatly accelerate the adoption of EVs.

Various battery swapping deployments around the world have demonstrated the ability for EVs to match and in some cases beat the speed of refueling at traditional gas stations. Emerging business models have also shown how upfront EV purchase prices can be significantly reduced-in select markets, consumers can now purchase EVs without owning the battery and participate in a battery as a service (BaaS) monthly subscription program. Separating battery ownership from EVs could be one of the keys to accelerating the transition toward large-scale electrification of transportation markets.

This “Guidehouse Insights report” analyzes the global market for battery swapping, focusing on light EVs, light duty (LD) EVs, and heavy duty (HD) EVs. The study provides a detailed analysis of the market opportunities, key drivers and barriers of growth, and technology trends associated with battery swapping programs. Forecasts are provided for the installed base of battery swap station deployments, installed base of batteries used in battery swapping programs, and the installed base of vehicles participating in battery as a service (BaaS). Annual revenue forecasts for BaaS and battery swapping equipment are also provided.

KEY QUESTIONS ADDRESSED:

  • What are the key business models being developed for battery swap programs?
  • Where are battery swapping programs currently deployed and what are the business opportunities in each region?
  • What are the market drivers and barriers shaping the global battery swapping market?
  • Who are the major industry players in the battery swapping market and where are they positioned on the supply chain?
  • Which regions and vehicle technologies (e.g., light EVs, LD EVs, and HD EVs) offer the most opportunity for battery swap station deployments and revenue?
  • How many batteries and vehicles are expected to be used in battery swapping programs over the next 10 years?
  • How much revenue is anticipated to be generated by battery swapping equipment and services during the next 10 years?

WHO NEEDS THIS REPORT:

  • Micromobility suppliers
  • Light EV vendors
  • LD and HD EV companies
  • EV charging companies
  • Robotics and automation equipment providers
  • Electric motor and battery manufacturers
  • Automotive and two-wheeler OEMs
  • Government agencies and municipal planners
  • Investor community

Table of Contents

1. Executive Summary

  • 1.1. Introduction
  • 1.2. Market Issues
  • 1.3. Market Forecasts

2. Market Issues

  • 2.1. Technology Overview
  • 2.2. Business Model Overview
  • 2.3. Use Cases and Trends
    • 2.3.1. Light EVs
    • 2.3.2. LD EVs
    • 2.3.3. HD EVs
    • 2.3.4. Fleet Opportunities
  • 2.4. Market Drivers
    • 2.4.1. Slow EV Charging Speeds
    • 2.4.2. High Upfront EV Costs
    • 2.4.3. Battery Obsolescence and Reliability
    • 2.4.4. VGI Benefits
  • 2.5. Market Barriers
    • 2.5.1. Standardization
    • 2.5.2. Infrastructure Access and Costs

3. Key Industry Players

  • 3.1. Light EV Suppliers
    • 3.1.1. Gogoro
    • 3.1.2. Immotor
    • 3.1.3. SUN Mobility
    • 3.1.4. VinFast
    • 3.1.5. ZEWAY
    • 3.1.6. Other Light EV Industry Participants
    • 3.1.7. Supply Chain Assessment
  • 3.2. LD and HD EV Suppliers
    • 3.2.1. Ample
    • 3.2.2. Aulton New Energy
    • 3.2.3. Foton IBLUE
    • 3.2.4. NIO
    • 3.2.5. Other LD and HD EV Industry Participants

4. Market Forecasts

  • 4.1. Scope
  • 4.2. Methodology and Assumptions
  • 4.3. Installed Base of Battery Swap Stations by Region and Technology
  • 4.4. Installed Base of Batteries Used for Battery Swapping by Region and Technology
  • 4.5. Installed Base of Vehicles Participating in BaaS by Region and Technology
  • 4.6. Annual BaaS Revenue by Region and Technology
  • 4.7. Annual Revenue from Battery Swapping Equipment Sales by Region and Technology

5. Conclusions and Recommendations

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes