세계의 운송용 배터리 시장 예측(-2030년) : 배터리 유형, 구성, 전압 범위, 유통 채널, 용도, 최종 사용자, 지역별 분석

According to Stratistics MRC, the Global Transportation Battery Market is accounted for $87.92 billion in 2024 and is expected to reach $230.24 billion by 2030 growing at a CAGR of 15.3% during the forecast period. A transportation battery is a type of rechargeable battery specifically designed to power electric vehicles (EVs), hybrid vehicles, and other transportation-related applications. These batteries are engineered to provide high energy density, long life cycles, and robust performance under varying environmental conditions. Key factors for transportation batteries include charge time, weight, safety, and thermal management, all critical for optimizing vehicle range and performance.

According to International Energy Agency, the demand for lithium-ion batteries in the automotive sector grew by about 65% in 2022.

Market Dynamics:

Driver:

Growing electric vehicle (EV) adoption

As more consumers and businesses embrace EVs for their environmental benefits and cost savings, the need for advanced transportation batteries intensifies. This surge in demand encourages investment in battery research, development, and production. Automakers are also expanding their EV offerings, further boosting battery requirements. Additionally, supportive government policies and incentives for EVs create a favorable market environment, accelerating technological advancements and economies of scale in battery manufacturing, thus fueling overall market growth.

Restraint:

Performance issues

Performance issues in transportation batteries, such as limited range, degradation over time, and prolonged charging times stem from challenges in battery chemistry, thermal management, and manufacturing consistency. Shorter battery life and inadequate performance can deter potential buyers and delay widespread adoption. Additionally, frequent performance concerns may lead to higher costs for maintenance and replacement, further slowing market expansion and reducing consumer willingness to invest in transportation batteries.

Opportunity:

Expansion of charging infrastructure

A more extensive and accessible network of charging stations reduces range anxiety, encouraging more consumers to transition to electric and hybrid vehicles. Improved infrastructure also supports faster and more efficient charging, enhancing the overall user experience. As charging networks grow, they boost confidence in EV technology, leading to increased vehicle sales and, consequently, higher demand for transportation batteries. This symbiotic relationship between infrastructure and battery demand accelerates market growth and development.

Threat:

High initial cost

The high initial cost of transportation batteries is primarily due to the expensive materials used, such as lithium, cobalt, and nickel, as well as the complex manufacturing processes involved. Advanced battery technologies like solid-state or high-energy-density batteries, further increase costs. This high price hampers market growth by limiting consumer adoption and making electric vehicles less affordable compared to traditional internal combustion engine vehicles.

Covid-19 Impact

The covid-19 pandemic impacted the transportation battery market by disrupting supply chains, delaying production, and increasing raw material costs. However, it also accelerated interest in sustainable transportation solutions as governments and consumers prioritized cleaner energy. The pandemic led to shifts in automotive manufacturing priorities and increased adoption of remote work and e-commerce, which indirectly boosted the demand for electric and hybrid vehicles, ultimately supporting long-term growth in the transportation battery sector.

The grid integration segment is expected to be the largest during the forecast period

The grid integration segment is anticipated to register the largest market share. Transportation batteries are increasingly used in grid integration applications to enhance energy storage and stability. These batteries, typically from electric vehicles (EVs), can store excess energy during low-demand periods and release it during peak times, supporting grid reliability. They also contribute to balancing renewable energy sources, like wind and solar, by storing generated power when supply exceeds demand. This integration helps improve grid efficiency, reduce energy costs, and support the transition to cleaner energy systems.

The consumer vehicles segment is expected to have the highest CAGR during the forecast period

The consumer vehicles segment is anticipated to witness the highest CAGR during the forecast period. In consumer vehicles, transportation batteries are essential for powering electric and hybrid vehicles. These batteries provide the energy needed for vehicle propulsion, ensuring performance, range, and efficiency. As consumer demand for environmentally friendly and cost-effective transportation solutions grows, advancements in battery technology continue to improve vehicle range, charging times, and overall performance, making electric and hybrid vehicles increasingly attractive.

Region with largest share:

Asia Pacific is expected to have the largest market share during the forecast period driven by rapid urbanization, growing demand for electric vehicles (EVs), and supportive government policies. Countries like China, Japan, and South Korea lead in battery production and technological innovation. The expansion of charging infrastructure and increased investments in research and development further enhance market growth. The region's robust automotive industry and rising environmental awareness contribute to a thriving market for transportation batteries, positioning Asia-Pacific as a key player in the global landscape.

Region with highest CAGR:

North America is projected to witness the highest CAGR over the forecast period, owing to strong government support for electric vehicles (EVs) and sustainability initiatives. The U.S. and Canada are investing heavily in EV infrastructure, including charging networks and battery technology research. Major automotive manufacturers in the region are shifting towards electric and hybrid models, driving demand for advanced transportation batteries. Additionally, consumer awareness of environmental issues and incentives for clean energy adoption bolster market growth, positioning North America as a significant player in the global transportation battery industry.

Key players in the market

Some of the key players profiled in the Transportation Battery Market include Tesla Inc., LG Energy Solution, Panasonic Corporation, BYD Company Limited, CATL (Contemporary Amperex Technology Co. Limited), Samsung SDI Corporation, A123 Systems LLC, Tiger New Energy, Johnson Controls International plc, Magna International Inc., Toshiba Corporation, Hitachi Chemical Company, Saft Groupe S.A., Delphi Technologies and Northvolt AB.

Key Developments:

In September 2024, CATL (Contemporary Amperex Technology Co., Limited introduced its TECTRANS battery system at IAA Transportation 2024. This system is specifically designed to meet the needs of the commercial transportation sector, offering extended range capabilities. This flexibility is crucial for fleet operators looking to integrate electric vehicles into their operations.

In July 2024, Tiger New Energy introduced battery-swapping technology for three-wheelers in the country. These stations are strategically positioned to ensure easy accessibility for three-wheeler operators and to support the widespread adoption of electric three-wheelers.

Battery Types Covered:

• Lithium-ion (Li-ion)
• Nickel-Metal Hydride (NiMH)
• Lead-Acid
• Solid-State
• Sodium-Ion
• Zinc-Air
• Other Battery Types

Configurations Covered:

• Front-Wheel Drive (FWD)
• Rear-Wheel Drive (RWD)
• All-Wheel Drive (AWD)
• Four-Wheel Drive (4WD)

Voltage Ranges Covered:

• Low Voltage (Below 48V)
• Medium Voltage (48V to 400V)
• High Voltage (Above 400V)

Distribution Channels Covered:

• OEM (Original Equipment Manufacturer)
• Aftermarket

Applications Covered:

• Powertrain
• Auxiliary Power Units (APUs)
• Energy Storage Systems (ESS)
• Charging Stations
• Grid Integration
• Other Applications

End Users Covered:

• Consumer Vehicles
• Commercial Fleets
• Public Transportation
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 End User Analysis
• 3.8 Emerging Markets
• 3.9 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Transportation Battery Market, By Battery Type

• 5.1 Introduction
• 5.2 Lithium-ion (Li-ion)
• 5.3 Nickel-Metal Hydride (NiMH)
• 5.4 Lead-Acid
• 5.5 Solid-State
• 5.6 Sodium-Ion
• 5.7 Zinc-Air
• 5.8 Other Battery Types

6 Global Transportation Battery Market, By Configuration

• 6.1 Introduction
• 6.2 Front-Wheel Drive (FWD)
• 6.3 Rear-Wheel Drive (RWD)
• 6.4 All-Wheel Drive (AWD)
• 6.5 Four-Wheel Drive (4WD)

7 Global Transportation Battery Market, By Voltage Range

• 7.1 Introduction
• 7.2 Low Voltage (Below 48V)
• 7.3 Medium Voltage (48V to 400V)
• 7.4 High Voltage (Above 400V)

8 Global Transportation Battery Market, By Distribution Channel

• 8.1 Introduction
• 8.2 OEM (Original Equipment Manufacturer)
• 8.3 Aftermarket

9 Global Transportation Battery Market, By Application

• 9.1 Introduction
• 9.2 Powertrain
• 9.3 Auxiliary Power Units (APUs)
• 9.4 Energy Storage Systems (ESS)
• 9.5 Charging Stations
• 9.6 Grid Integration
• 9.7 Other Applications

10 Global Transportation Battery Market, By End User

• 10.1 Introduction
• 10.2 Consumer Vehicles
• 10.3 Commercial Fleets
• 10.4 Public Transportation
• 10.5 Other End Users

11 Global Transportation Battery Market, By Geography

• 11.1 Introduction
• 11.2 North America
  • 11.2.1 US
  • 11.2.2 Canada
  • 11.2.3 Mexico
• 11.3 Europe
  • 11.3.1 Germany
  • 11.3.2 UK
  • 11.3.3 Italy
  • 11.3.4 France
  • 11.3.5 Spain
  • 11.3.6 Rest of Europe
• 11.4 Asia Pacific
  • 11.4.1 Japan
  • 11.4.2 China
  • 11.4.3 India
  • 11.4.4 Australia
  • 11.4.5 New Zealand
  • 11.4.6 South Korea
  • 11.4.7 Rest of Asia Pacific
• 11.5 South America
  • 11.5.1 Argentina
  • 11.5.2 Brazil
  • 11.5.3 Chile
  • 11.5.4 Rest of South America
• 11.6 Middle East & Africa
  • 11.6.1 Saudi Arabia
  • 11.6.2 UAE
  • 11.6.3 Qatar
  • 11.6.4 South Africa
  • 11.6.5 Rest of Middle East & Africa

12 Key Developments

• 12.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 12.2 Acquisitions & Mergers
• 12.3 New Product Launch
• 12.4 Expansions
• 12.5 Other Key Strategies

13 Company Profiling

• 13.1 Tesla Inc.
• 13.2 LG Energy Solution
• 13.3 Panasonic Corporation
• 13.4 BYD Company Limited
• 13.5 CATL (Contemporary Amperex Technology Co. Limited)
• 13.6 Samsung SDI Corporation
• 13.7 A123 Systems LLC
• 13.8 Tiger New Energy
• 13.9 Johnson Controls International plc
• 13.10 Magna International Inc.
• 13.11 Toshiba Corporation
• 13.12 Hitachi Chemical Company
• 13.13 Saft Groupe S.A.
• 13.14 Delphi Technologies
• 13.15 Northvolt AB