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市場調査レポート
商品コード
1059167
世界と中国の動力用バッテリー管理システム (BMS) 産業の分析 (2022年~2026年)Global and China Power Battery Management System (BMS) Industry Report, 2022-2026 |
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世界と中国の動力用バッテリー管理システム (BMS) 産業の分析 (2022年~2026年) |
出版日: 2022年03月29日
発行: ResearchInChina
ページ情報: 英文 270 Pages
納期: 即日から翌営業日
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現在、新エネルギー車 (NEV) の販売台数は各国で急速に拡大しており、それに伴ってNEV向けバッテリー管理システム (BMS) の需要も拡大しつつあります。中国は世界最大のNEVの生産・消費国であるため、BMSの需要も継続的に拡大しています。中国のNEV向けBMS市場は、2021年に225億1,000万元 (前年比90.6%増) になる見通しです。
当レポートでは、世界と中国の動力用バッテリー管理システム (BMS) の市場について分析し、技術の概略や主な構成要素、関連業界 (EV) の動向、中国国内の関連政策、世界/中国の市場規模の動向見通し、昨今の市場の主な動き、主なBMSベンダー (外資系14社、国内系18社) およびBMSチップベンダー (全3社) のプロファイル、といった情報を取りまとめてお届けいたします。
New energy vehicle sales have been growing rapidly worldwide over the recent years, reaching 6.5 million units with a year-on-year upsurge of 108% and with a penetration rate up to 8.1% in 2021. There exists vigorous demand for new energy vehicles whose sales would be even stronger if not for the "long-term shortage of auto parts" faced by OEMs.
As the global new energy vehicle market springs up, BMS for new energy vehicle takes a sizable market scale. In 2021, global NEV sales soared 108% year on year, which boosted the BMS market value to register $11.5 billion and rise 56.5% on an annualized basis.
In 2021, China's NEV sales reported 3.521 million units as a percentage of 54.2% in global total, with a year-on-year spike of 157.6% and the market penetration of 13.4%. As the world's largest producer and consumer of new energy vehicles, China's demand for BMS has been climbing continuously. The Chinese new energy vehicle BMS market was estimated to be worth RMB22.51 billion in 2021, up 90.6% from a year earlier.
The global new energy vehicle BMS market is tripartite: carmakers represented by Tesla and BYD; the battery manufacturers like CATL and LGC; and the third-party BMS providers such as Ningbo Preh Joyson Automotive Electronics and SINOEV Technologies.
Among them, Tesla and BYD, with handsome NEV sales, were the top two giants sweeping 14.4% and 9.1% of the global new energy vehicle BMS market in 2021 respectively, followed by Preh Joyson (8.8%). Battery vendors CATL and LGC were ranked fourth and fifth.
In the Chinese NEV BMS market, BYD, CATL and Tesla stay ahead of others; wherein, BYD (FinDreams Battery) overtook CATL in 2021 to become the No.1 (a 15.5% share) whose deliveries skyrocketed 253.3% year on year.
In April 2020, the Ministry of Finance, the State Taxation Administration and the Ministry of Industry and Information Technology jointly issued the Announcement on Policies Relating to the Exemption of New Energy Vehicles from Vehicle Purchase Tax, proposing that from January 1, 2021 to December 31, 2022, it will be exempt from purchase tax to buy NEVs.
The NEV subsidy policy will end on December 31, 2022, and vehicles licensed after December 31 will no longer be subsidized, according to the latest new energy vehicle purchase subsidy policy issued jointly by four ministries on December 31, 2021,
Starting from 2023, the new energy vehicle purchase tax exemption and NEV purchase subsidies in China will be terminated concurrently, which will affect the NEV sales to a certain extent, thus inflicting the demand for BMS.
Wireless BMS has the merits of low power consumption, reduced in-package wiring harness, simplified structure, flexible deployment, etc., enabling lower assembly costs and weight reduction to agree with the lightweight trend of NEV. To date, ADI (Linear Technology), Texas Instruments, Visteon, NXP, etc. have forayed into wireless BMS.
With a universe of data brought by intelligent connectivity, the automotive electronic and electrical architecture (EEA) has also been upgraded, with the domain controller highly integrating all features of the split BMS, VCU and MCU into one, for centralized control and management to form a true one "system".
In June 2020, ENOVATE's self-developed and world's first power domain controller --Vehicle Battery Unit (VBU) was successfully produced, integrating the key technologies of Vehicle Controller Unit (VCU) and Battery Management System (BMS), managing the 'motor, battery, electric control' system in a more efficient and accurate manner, while facilitating platform scalability and rapid iteration.
The cloud-based BMS connects the BMS on electric vehicle to the cloud, enabling the whole life cycle of battery data to be "uploaded to the cloud" and the data collected to be evaluated with machine learning algorithms over the cloud to deliver better battery management strategies and battery failure warning functions.
In 2021, Huawei unveiled the pioneering AI BMS solution to address battery safety issue by a fusion of high-precision BMS chips with cloud-based AI technology. A number of automakers have cooperated with Huawei commercially and in depth, and Huawei's AI BMS cloud platform system has accessed to data of over 100,000 NEVs, successfully warning 10-plus cases of battery thermal runaway failures and enabling early treatment of some high-risk vehicles.