輸送用バッテリー市場：タイプ・用途・地域別、2024年～2031年

輸送用バッテリー市場の評価、2024年～2031年

電気自動車（EV）の需要増加と厳格な環境法が輸送用バッテリー市場を推進しています。Verified Market Researchのアナリストによると、輸送用バッテリー市場は、2023年の約920億5,000万米ドルを下回り、予測期間中に1,916億6,000万米ドルの評価額に達すると推定されます。

再生可能エネルギーインフラへの投資の増加とバッテリー技術の進歩が輸送用バッテリー市場を前進させています。これにより、市場は2024年から2031年にかけてCAGR 9.6%で成長します。

輸送用バッテリー市場定義/概要

輸送用バッテリーは、電気自動車、バス、電車、自転車、スクーターなどの車両に電力を供給するために特別に作られた充電式エネルギー貯蔵装置です。これらの電池は、再生可能エネルギーシステムや従来の電力網など、さまざまなソースから生成された電気エネルギーを貯蔵し、推進力として車両の電気モーターに供給します。

さらに、輸送用バッテリーは、信頼性が高く効率的な電源を提供するため、電気自動車（EV）の幅広い普及に重要な役割を果たしています。ゼロ・エミッション輸送を可能にし、化石燃料への依存を減らし、環境汚染と温室効果ガスの排出を最小限に抑えるのに役立ちます。また、輸送用バッテリーはハイブリッド車にも使用され、内燃エンジンと一体となって燃料効率を高め、汚染を最小限に抑えます。

輸送用バッテリー市場の成長を促進する要因は？

世界中の政府は、温室効果ガスの排出を削減し気候変動と闘うために、電気自動車の使用を奨励する法律やインセンティブを設けています。こうした措置には、減税、助成金、電気自動車購入者への補助金、充電インフラへの投資、厳しい排出規制などが含まれます。このような取り組みにより、EVの総所有コストが削減され、消費者や企業にとってEVがより魅力的なものとなり、EV用バッテリーの需要が増加しています。

バッテリー技術の大幅な開発が輸送用バッテリー市場の主な促進要因となっています。エネルギー密度の向上、充電時間の短縮、寿命の延長といったリチウムイオン電池の改良により、EVの実現可能性が高まり、消費者にとって魅力的なものとなった。電池化学と管理システムの革新は、性能と安全性を向上させながらコストを下げ続けています。こうした技術改良は、電気自動車の魅力を高めるだけでなく、電気バス、ローリー、二輪車といった新たな輸送用途を可能にします。

さらに、大気汚染や気候変動といった環境課題に対する世界の意識の高まりから、環境にやさしく持続可能な輸送ソリューションに対するニーズが急増しています。内燃機関よりもクリーンでエネルギー効率に優れた電気自動車は、こうした環境課題に対する実現可能な回答であるとの見方が強まっています。消費者の嗜好がこのように変化しているため、自動車メーカーは電気自動車の研究や、電気自動車の動力源となるバッテリーへの投資を進めています。

環境への影響は輸送用バッテリー市場の売上に影響するか？

輸送用バッテリーの生産は、リチウム、コバルト、ニッケル、マンガンといった重要な原料資源に強く依存しています。EVの需要が高まるにつれ、特定の原材料の入手可能性や倫理的な調達に関する疑問が浮上しています。これらの資源は地理的に集中しているため、政治的に不安定な地域や、労働慣行がひどい場所にかなりの量が集中しており、市場へのアクセスが制限されているという問題があります。

さらに、電気自動車（EV）の普及に伴い、使用済みバッテリーを適切にリサイクルし、耐用年数が過ぎたバッテリーを処理する必要性が高まっています。バッテリーのリサイクルは、バッテリー廃棄による環境への影響を最小限に抑えつつ、貴重な材料を回収するために不可欠です。しかし、リサイクルのインフラはまだ初期段階にあり、既存のリサイクル技術はエネルギー集約的で高価であるため、市場の拡大には限界があります。

目次

第1章 輸送用バッテリーの世界市場イントロダクション

• 市場概要
• 調査範囲
• 前提条件

第2章 エグゼクティブサマリー

第3章 VERIFIED MARKET RESEARCHの調査手法

• データマイニング
• バリデーション
• 一次資料
• データソース一覧

第4章 輸送用バッテリーの世界市場展望

• 概要
• 市場力学
  • 促進要因
  • 抑制要因
  • 機会
• ポーターのファイブフォースモデル
• バリューチェーン分析

第5章 輸送用バッテリーの世界市場：製品別

• 概要
• NCM/NCA
• LMO
• LFP
• LCO
• その他

第6章 輸送用バッテリーの世界市場：用途別

• 概要
• BEV
• HEV

第7章 輸送用バッテリーの世界市場：地域別

• 概要
• 北米
  • 米国
  • カナダ
  • メキシコ
• 欧州
  • ドイツ
  • 英国
  • フランス
  • その他欧州
• アジア太平洋
  • 中国
  • 日本
  • インド
  • その他アジア太平洋地域
• 世界のその他の地域
  • ラテンアメリカ
  • 中東・アフリカ

第8章 輸送用バッテリーの世界市場：競合情勢

• 概要
• 各社の市場ランキング
• 主な発展戦略

第9章 企業プロファイル

• Lithium Energy Japan
• BYD
• Panasonic
• CATL
• OptimumNano
• LG Chem
• WanXiang
• GuoXuan
• Lishen
• PEVE

第10章 主な発展

• 製品上市／開発
• 合併と買収
• 事業拡大
• パートナーシップと提携

第11章 付録

• 関連調査

Transportation Battery Market Valuation - 2024-2031

Increased demand for electric vehicles (EVs) and rigorous environmental laws are propelling the transportation battery market forward. According to the analyst from Verified Market Research, the transportation battery market is estimated to reach a valuation of USD 191.66 Billion over the forecast subjugating around USD 92.05 Billion valued in 2023.

Rising investments in renewable energy infrastructure and advances in battery technology are moving the transportation battery market ahead. It enables the market to grow at a CAGR of 9.6% from 2024 to 2031.

Transportation Battery Market: Definition/ Overview

A transportation battery is a rechargeable energy storage device built specifically to power vehicles such as electric automobiles, buses, trains, bicycles, and scooters. These batteries store electrical energy generated by a variety of sources, including renewable energy systems and traditional power grids, and deliver it to the vehicle's electric motor for propulsion.

Furthermore, transportation batteries play an important part in the broad adoption of electric vehicles (EVs) since they provide a dependable and efficient power source. They enable zero-emission transportation, reduce reliance on fossil fuels, and help to minimize environmental pollution and greenhouse gas emissions. Also, transportation batteries are used in hybrid vehicles, where they work in unison with internal combustion engines to enhance fuel efficiency and minimize pollution.

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What Factors are Propelling the Growth of the Transportation Battery Market?

Governments throughout the world are creating laws and incentives to encourage the usage of electric vehicles to reduce greenhouse gas emissions and combat climate change. These measures include tax breaks, grants, subsidies for EV buyers, investments in charging infrastructure, and strict emissions limits. Such efforts reduce the overall cost of ownership for EVs, making them more appealing to consumers and companies alike, hence increasing demand for EV batteries.

Significant developments in battery technology have been a key driver of the transportation battery market. Improvements in lithium-ion batteries, such as higher energy density, faster charging times, and longer lifespans, have made EVs more feasible and appealing to consumers. Innovations in battery chemistry and management systems continue to lower costs while improving performance and safety. These technical improvements not only increase the appeal of electric vehicles, but also enable new transportation applications such as electric buses, lorries, and two-wheelers.

Furthermore, the need for environmentally friendly and sustainable transportation solutions has surged as a result of a growing global awareness of environmental challenges, such as air pollution and climate change. Electric vehicles, which are cleaner and more energy-efficient than internal combustion engines, are increasingly viewed as a feasible answer to these environmental challenges. This shift in consumer preferences is driving automobile manufacturers to invest in electric car research, as well as the batteries that power them.

Will Impact on the Environment Affect the Sales of Transportation Battery Market?

The production of transportation batteries is strongly reliant on crucial raw resources like lithium, cobalt, nickel, and manganese. The growing demand for EVs has raised questions regarding the availability and ethical sourcing of certain materials. This geographical concentration of these resources presents issues, with considerable amounts concentrated in politically unstable regions or locations with terrible labor practices, limiting market access.

Furthermore, the necessity to properly recycle spent batteries and handle them at the end of their useful lives grows with the number of electric vehicles (EVs) on the road. Battery recycling is critical for recovering valuable materials while minimizing the environmental impact of battery disposal. However, the recycling infrastructure is still in its early stages, and existing recycling techniques are energy-intensive and expensive, limiting market expansion.

Category-Wise Acumens

Which are the Drivers Contributing to the Demand for Lithium-ion Batteries?

According to VMR analysis, the lithium-ion segment is estimated to hold the largest market share during the forecast period. Lithium-ion batteries offer a far better energy density than other types of batteries, such as lead-acid or nickel-metal hydride. This means they can store more energy in the same amount of area, making them perfect for use in electric vehicles (EVs) when extending range is critical. Their improved efficiency also implies that more of the stored energy may be used to power a vehicle, allowing for a longer range on a single charge.

Furthermore, lithium-ion batteries have a longer lifespan and can handle more charge/discharge cycles before their capacity degrades. This makes them better suited for use in transportation, where batteries are frequently charged and discharged. The extended duration of lithium-ion batteries results in cheaper long-term costs and less frequent replacement, making them more appealing to consumers and businesses alike.

Will Sales of Electric Vehicles Bolster the Automotive Sector?

The automotive segment is estimated to dominate the transportation battery market during the forecast period. The global effort to reduce carbon emissions and prevent climate change has resulted in major expenditures and incentives for electric vehicles. Governments all around the world are enacting legislation and policies that encourage the use of EVs, such as tax breaks, subsidies, and the creation of low-emission zones. This regulatory framework, together with rising consumer awareness and demand for environmentally friendly transportation options, has fueled the expansion of the EV sector, resulting in increased demand for car batteries.

Furthermore, many regions have prioritized the growth of electric vehicle charging infrastructure, including the installation of fast charging stations. This advancement is critical for reducing range anxiety and making electric vehicles a feasible alternative for more buyers. Governments and private organizations are investing in expanding the EV charging network, easing the uptake of electric vehicles. As charging infrastructure becomes more common and convenient, the adoption rate of EVs is likely to rise, driving up demand for automotive batteries.

Country/Region-wise Acumens

What are the Key Factors Contributing to Dominance of Asia Pacific in the Market?

According to VMR analyst, Asia Pacific is estimated to dominate the transportation battery market during the forecast period. The emerging countries, particularly China, South Korea, and Japan, in Asia Pacific is home to some of the world's major manufacturers of batteries and battery materials. These countries have created a strong supply chain that includes the mining of crucial raw materials like lithium, cobalt, and nickel, as well as the manufacturing of battery cells and packs. This well-developed supply chain and production expertise offers a substantial competitive edge in satisfying the global demand for high-quality, low-cost transportation batteries.

Furthermore, this region has experienced a rapid increase in the adoption of electric vehicles, spurred by rising environmental awareness, concerns about air pollution, and a desire to lessen reliance on imported oil. Urbanization and the rise of urban middle classes in countries such as China and India have further fueled demand for personal and commercial electric vehicles. This expanding EV market in the Asia Pacific is naturally resulting in bolstering demand for batteries, cementing the region's leadership in the transportation battery market.

How is the Shift towards Modernization Shaping the Market in North America?

In North America, particularly in the United States and Canada, the federal, state, and provincial governments have enacted a variety of policies and incentives to encourage the use of electric vehicles (EVs) and the construction of related infrastructure. These include tax breaks for EV buyers, grants and support for battery and EV manufacture, legislation mandating that a certain percentage of new vehicles sold be electric, and investments in EV charging infrastructure. Such policies aim to lower the total cost of ownership for EVs, making them more competitive with internal combustion engine vehicles and encouraging consumers and businesses to switch to electric mobility.

Furthermore, North America has made major expenditures in battery technology research, development, and manufacture. Major automakers and battery businesses are building new battery production and research facilities in the region. This domestic production capability is critical for minimizing reliance on imported batteries, mitigating supply chain risks, and promoting battery technology innovation. The goal is to increase battery performance, lower costs, and strengthen the supply chain, all of which are critical for the EV market's growth.

Competitive Landscape

The transportation battery market is highly competitive, with industry competitors fighting for market share and technological domination. In addition, partnerships and cooperation among battery makers, automotive firms, and government agencies ratchet up competition as players strive to capitalize on synergies and acquire a competitive advantage in this fast-changing sector.

Some of the prominent players operating in the transportation battery market include:

Contemporary Amperex Technology Co. Limited

LG Energy Solution

Panasonic

BYD

Samsung SDI

SK Innovation

Tesla

Northvolt

Gotion High-Tech

A123 Systems

Envision AESC

Farasis Energy

Johnson Matthey

EVE Energy

Automotive Energy Supply Corporation

Latest Developments

In February 2024, CATL announced a partnership with Ford to supply LFP (lithium iron phosphate) batteries for Mustang Mach-E models in North America and F-150 Lightnings in early 2024. This assures a big customer for CATL's LFP chemical capabilities.

In February 2024, Northvolt launched its first battery recycling facility (Revolt Ett) in Sweden. This demonstrates a commitment to the circular battery economy and sustainable manufacturing.

In January 2024, Tesla announced price reductions for its EV model selection in the United States and Europe. While this is not directly related to battery development, it does have a substantial impact on market dynamics and demand.

In January 2024, Gotion High-Tech announced its intentions to develop a vast new battery production factory in Michigan, USA. This indicates a growth in the North American market.

TABLE OF CONTENTS

1 INTRODUCTION OF GLOBAL TRANSPORTATION BATTERY MARKET

• 1.1 Overview of the Market
• 1.2 Scope of Report
• 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

• 3.1 Data Mining
• 3.2 Validation
• 3.3 Primary Interviews
• 3.4 List of Data Sources

4 GLOBAL TRANSPORTATION BATTERY MARKET OUTLOOK

• 4.1 Overview
• 4.2 Market Dynamics
  • 4.2.1 Drivers
  • 4.2.2 Restraints
  • 4.2.3 Opportunities
• 4.3 Porters Five Force Model
• 4.4 Value Chain Analysis

5 GLOBAL TRANSPORTATION BATTERY MARKET, BY PRODUCT

• 5.1 Overview
• 5.2 NCM/NCA
• 5.3 LMO
• 5.4 LFP
• 5.5 LCO
• 5.6 Others

6 GLOBAL TRANSPORTATION BATTERY MARKET, BY APPLICATION

• 6.1 Overview
• 6.2 BEV
• 6.3 HEV

7 GLOBAL TRANSPORTATION BATTERY MARKET, BY GEOGRAPHY

• 7.1 Overview
• 7.2 North America
  • 7.2.1 U.S.
  • 7.2.3 Canada
  • 7.2.4 Mexico
• 7.3 Europe
  • 7.3.1 Germany
  • 7.3.2 U.K.
  • 7.3.3 France
  • 7.3.4 Rest of Europe
• 7.4 Asia Pacific
  • 7.4.1 China
  • 7.4.2 Japan
  • 7.4.3 India
  • 7.4.4 Rest of Asia Pacific
• 7.5 Rest of the World
  • 7.5.1 Latin America
  • 7.5.2 Middle East and Africa

8 GLOBAL TRANSPORTATION BATTERY MARKET COMPETITIVE LANDSCAPE

• 8.1 Overview
• 8.2 Company Market Ranking
• 8.3 Key Development Strategies

9 COMPANY PROFILES

• 9.1 Lithium Energy Japan
  • 9.1.1 Overview
  • 9.1.2 Financial Performance
  • 9.1.3 Product Outlook
  • 9.1.4 Key Developments
• 9.2 BYD
  • 9.2.1 Overview
  • 9.2.2 Financial Performance
  • 9.2.3 Product Outlook
  • 9.2.4 Key Developments
• 9.3 Panasonic
  • 9.3.1 Overview
  • 9.3.2 Financial Performance
  • 9.3.3 Product Outlook
  • 9.3.4 Key Developments
• 9.4 CATL
  • 9.4.1 Overview
  • 9.4.2 Financial Performance
  • 9.4.3 Product Outlook
  • 9.4.4 Key Developments
• 9.5 OptimumNano
  • 9.5.1 Overview
  • 9.5.2 Financial Performance
  • 9.5.3 Product Outlook
  • 9.5.4 Key Developments
• 9.6 LG Chem
  • 9.6.1 Overview
  • 9.6.2 Financial Performance
  • 9.6.3 Product Outlook
  • 9.6.4 Key Developments
• 9.7 WanXiang
  • 9.7.1 Overview
  • 9.7.2 Financial Performance
  • 9.7.3 Product Outlook
  • 9.7.4 Key Developments
• 9.8 GuoXuan
  • 9.8.1 Overview
  • 9.8.2 Financial Performance
  • 9.8.3 Product Outlook
  • 9.8.4 Key Developments
• 9.9 Lishen
  • 9.9.1 Overview
  • 9.9.2 Financial Performance
  • 9.9.3 Product Outlook
  • 9.9.4 Key Developments
• 9.10 PEVE
  • 9.10.1 Overview
  • 9.10.2 Financial Performance
  • 9.10.3 Product Outlook
  • 9.10.4 Key Developments

10 KEY DEVELOPMENTS

• 10.1 Product Launches/Developments
• 10.2 Mergers and Acquisitions
• 10.3 Business Expansions
• 10.4 Partnerships and Collaborations

11 Appendix

• 11.1 Related Research