Overview
The battery industry is an industry based on the production and sales of batteries and related materials and equipment, and is an important part of the power industry. The battery industry market is divided into several major areas such as power batteries, energy storage batteries, and consumer batteries. With the development of society and the progress of science and technology, the battery industry has been widely used in electronics, transportation, energy and other fields, and the market scale has been expanding.
Figure: Product introduction.
In the context of the current energy transition and sustainable development, the battery industry has broad investment and development prospects. The following is an analysis of the investment and development prospects of the battery industry:
The total production of the global battery market in 2022 was 143333GWh, and the total market production is expected to reach 5794 by 20292GWh, of which the compound annual growth rate from 2022 to 2029 is about 2209%。In 2022, the total output value of the global battery market will be about 152067.5 billion yuan, and it is expected to reach 5,302.2 billion yuan by 2029. The battery market is expected to continue to grow due to factors such as the growth of the downstream new energy vehicle industry and the expansion of energy storage and consumer electronics.
From the point of view of regional production,China is the largest producer of batteries, with 835 batteries produced in 202237GWh, accounting for 5829%。As a major battery producer, China has leading enterprises in the industry such as CATL, Sunwoda, Tianneng Battery, EVE Lithium Energy, BYD, and Chaowei Power, with strong comprehensive competitiveness.
From the point of view of regional consumption,China has the largest consumer market share, with 512 batteries sold in 202204GWh, accounting for about 4092%。The largest downstream application of batteries is the power field, new energy vehicles are its important applications, and China, as a major producer of electric vehicles, has a large demand for power batteries; Secondly, China is also a major producer of 3C electronics, and the demand for consumer batteries is also very large, and then the overall demand for batteries is large.
From the perspective of the competitive landscape,The global battery market is relatively concentrated. The top 5 companies in the world in 2022 are mainly CATL, LG, Samsung SDI, Panasonic and Gotion Hi-Tech, and the market share of the top 5 companies in 2022 is 4544%, and the future will show a trend of developing in a more concentrated direction.
Judging by the product classification,Batteries are mainly divided into power batteries, energy storage batteries and consumer batteries. Among them, in 2022, the proportion of power batteries in the global market will be 7376%, which is greater than the market share of energy storage batteries and consumer batteries. With the entry of downstream car companies, the cost of power batteries has dropped significantly, and the proportion will be further expanded in the future.
From the point of view of the app marketIn 2022, the market with the largest downstream demand for batteries in the world is the power market, accounting for 61 percent of sales66%。With the popularization of new energy vehicles and the development and maturity of production technology, the proportion of batteries in their fields will gradually increase in the future.
Electric Vehicle Market Growth:Electric vehicles are growing rapidly as an important part of clean energy transportation. The popularity of electric vehicles will directly drive the demand for batteries, including lithium-ion batteries, solid-state batteries, etc. Investing in battery manufacturers and related technology companies to meet the needs of the electric vehicle market is expected to pay off well.
Renewable energy storage demand: With the rapid development of renewable energy sources such as solar and wind power, energy storage technologies are key to balancing supply and demand and improving energy efficiency. As the core of energy storage technology, batteries are used to store and release renewable energy and are expected to play an important role in the energy storage market. Investing in energy storage projects and battery technology R&D and production can meet the growing demand for renewable energy storage.
Mobile Devices & Wearable Technology:With the proliferation of smartphones, tablets, and wearables, the demand for small, high-performance batteries is also increasing. With the increasing demands on battery life and performance for these devices, there is potential to invest in R&D and manufacturing advanced battery technologies to meet the needs of mobile devices and wearable technology.
Energy Storage Systems Market Growth: The demand for energy storage systems is also growing as the instability of energy sources and the increase in demand peaks. Energy storage systems include domestic and commercial-grade energy storage devices that store excess electricity for later use. Batteries are the core components of energy storage systems, so investing in energy storage system technology and battery manufacturers can capture opportunities in the fast-growing energy storage market.
Emerging Technologies and Materials Innovations:The battery industry has been pursuing battery technology with higher energy density, longer life, and more safety and reliability. The R&D and application of emerging technologies and new materials such as solid-state batteries, sodium-ion batteries, and zinc-air batteries are expected to promote the further development of the battery industry. Companies that invest in these emerging technologies and materials innovations are poised to gain a competitive advantage in the future.
Table of Contents
1 Industry Overview
1.1 Industry Profile.
1.1. The main classification of batteries and the main manufacturers of various types of products.
1.2. Distribution pattern of battery downstream applications.
1.3. Analysis of investment and development prospects of the battery industry.
1.4. Analysis of the investment situation.
1.4.1. Investment structure.
1.4.2. Investment scale.
1.4.3. Investment growth rate.
1.4.4. Brief introduction of major investment projects.
2.Global battery supply and demand status and**
2.1. Global battery supply and demand status and ** (2019-2029).
2.1.1 Global battery capacity (GWh), production (GWh), capacity utilization rate and development trend (2019-2029).
2.1.2. Overview of global battery production and sales and production and sales rate (2019-2029).
2.1.3. Global production of various types of batteries and ** (2019-2029).
2.1.4. Global output value of various types of batteries and ** (2019-2029).
2.2. The current situation of battery supply and demand in China and ** (2019-2029).
2.2.1 China's battery production capacity (GWh), production (GWh), capacity utilization rate and development trend (2019-2029).
2.2.2. Overview of China's battery production and sales rate (2019-2029).
2.2.3. China's output of various types of batteries and ** (2019-2029).
2.2.4. China's output value of various types of batteries and ** (2019-2029).
3.Analysis of the global battery competitive landscape (production, output value, and key players).
3.1. Output, output value and market share of major global battery companies.
3.1.1. Global production data of major battery companies (2020-2022).
3.1.2. Global output value data of major battery companies (2020-2022).
3.2. Output, output value and market share of major battery companies in China.
3.2.1. Production data of major battery companies in China (2020-2022).
3.2.2. Output value data of China's major battery companies (2020-2022).
3.3. The geographical distribution of the world's major battery manufacturers.
3.4. Concentration of the battery industry.
3.5. Analysis of the concentration of China's battery market.
3.6. Analysis of global and Chinese market dynamics.
3.6.1 driver.
3.6.2. Industry pain points.
3.6.3 opportunities.
3.6.4 challenges.
The development trend of the battery industry in major regions of the world
4.1 Global market.
4.1.1. Global battery market size and share by region (2019-2029).
4.1.2. Regional distribution pattern of global battery output value (2019-2029).
4.2 Battery production, output value and growth rate in China market (2019-2029).
4.3Battery production, production value and growth rate in Japan (2019-2029).
4.4South Korea Battery Production, Value and Growth Rate (2019-2029).
4.5North America Battery Production, Value and Growth Rate (2019-2029).
4.6European Battery Production, Value and Growth Rate (2019-2029).
5.Global battery consumption and demand**
5.1. Global battery sales and share by region (2019-2029).
5.2. Battery sales and demand in the Chinese market** 2019-2029).
5.3. Battery sales and demand in the North American market** 2019-2029).
5.4. Battery sales and demand in the European market** 2019-2029).
5.5 Battery sales and demand in the Japanese market** 2019-2029).
5.6. Battery sales and demand in Southeast Asia** 2019-2029).
5.7 Battery sales and demand in the Indian market** 2019-2029).
6.Analysis of the battery market industry chain
6.1. Analysis of battery industry chain.
6.2. The upstream market of the battery industry.
6.2.1. Upstream raw material supply.
6.2.2. Raw material ** merchant and ***
6.3. The downstream field with the largest demand for batteries in the world at present and in the future.
6.4. China's current and future downstream areas with the largest demand for batteries.
6.5. Analysis and suggestions of domestic sales channels.
6.5.1. The current main sales model and sales channels.
6.5.2. The future sales model and sales channel development trend of batteries in the domestic market.
6.6. Analysis and suggestions of overseas sales channels of enterprises.
6.6.1 Battery sales channels in Europe, North America, Japan and India.
6.6.2. The future sales model development trend of batteries in Europe, North America, Japan and India.
7.China's battery import and export development trend and ** (2019-2029).
7.1. China's battery import and export volume and growth rate (2019-2029).
7.2. China's batteries are mainly imported**.
7.3. The main export destinations of China's batteries.
8.Analysis of the environmental impact of the market
8.1. The overall development status of the battery industry in China, Europe, North America, Japan and India.
8.2. International environment, policy and other factors.
8.2.1. International ** environment.
8.2.2 Policy.
9.Competitor analysis
9.1 CATL.
9.1.1CATL Basic information, production headquarters, sales region, competitors and market position.
9.1.2. Product introduction and feature analysis.
9.1.3CATL battery production, output value, ** and gross profit margin (2019-2023e).
9.1.4. Business dynamics.
9.2LG new energy.
9.2.1LG New Energy Basic Information, Production Headquarters, Sales Region, Competitors and Market Position.
9.2.2. Product introduction and feature analysis.
9.2.3LG New Energy Battery Production, Output Value, ** and Gross Profit Margin (2019-2023E).
9.2.4. Business dynamics.
9.3 Samsung SDI
9.3.1Samsung SDI basic information, production headquarters, sales region, competitors and market position.
9.3.2. Product introduction and feature analysis.
9.3.3 Samsung SDI battery production, output value, ** and gross profit margin (2019-2023E).
9.3.4. Business dynamics.
9.4 Panasonic.
9.4.1Panasonic Basic Information, Production Headquarters, Sales Region, Competitors and Market Position.
9.4.2. Product introduction and feature analysis.
9.4.3 Panasonic battery production, output value, ** and gross profit margin (2019-2023e).
9.4.4. Business dynamics.
9.5 Sunwoda.
9.5.1Sunwoda Basic information, production headquarters, sales area, competitors and market position.
9.5.2. Product introduction and feature analysis.
9.5.3 Sunwoda battery production, output value, ** and gross profit margin (2019-2023e).
9.5.4. Business dynamics.
9.6sk o
9.6.1SK ON Basic Information, Production Headquarters, Sales Regions, Competitors and Market Position.
9.6.2. Product introduction and feature analysis.
9.6.3SK ON Battery Production, Value,** and Gross Margin (2019-2023E).
9.6.4. Business dynamics.
9.7 days can battery.
9.7.1 Tianneng battery basic information, production headquarters, sales area, competitors and market position.
9.7.2. Product introduction and feature analysis.
9.7.3 Tianneng Battery Battery production, output value, ** and gross profit margin (2019-2023e).
9.7.4. Business dynamics.
9.800 million WEI lithium energy.
9.8.EVE Basic information, production headquarters, sales region, competitors and market position.
9.8.2. Product introduction and feature analysis.
9.8.300 million EVE lithium battery production, output value, ** and gross profit margin (2019-2023e).
9.8.4. Business dynamics.
9.9 BYD.
9.9.1BYD Basic Information, Production Headquarters, Sales Region, Competitors and Market Position.
9.9.2. Product introduction and feature analysis.
9.9.3 BYD battery production, output value, ** and gross profit margin (2019-2023e).
9.9.4. Business dynamics.
9.10 super power.
9.10.1 Chaowei Power Basic information, production headquarters, sales area, competitors and market position.
9.10.2. Product introduction and feature analysis.
9.10.3 Chaowei Power battery production, output value, ** and gross profit margin (2019-2023e).
9.10.4. Business dynamics.
9.11gs yuasa
9.11.1GS Yuasa Basic Information, Production Headquarters, Sales Regions, Competitors and Market Position.
9.11.2. Product introduction and feature analysis.
9.11.3GS Yuasa battery production, production value,** and gross margin (2019-2023E).
9.11.4. Business dynamics.
9.12penn manufacturing
9.12.1PENN MANUFACTURING BASIC INFORMATION, PRODUCTION HEADQUARTERS, SALES REGIONS, COMPETITORS AND MARKET POSITION.
9.12.2. Product introduction and feature analysis.
9.12.3penn manufacturing battery production, production value, ** and gross margin (2019-2023e).
9.12.4. Business dynamics.
9.13 Guoxuan Hi-Tech.
9.13.1 Gotion Hi-Tech Basic information, production headquarters, sales area, competitors and market position.
9.13.2. Product introduction and feature analysis.
9.13.3 Guoxuan Hi-Tech Battery production, output value, ** and gross profit margin (2019-2023e).
9.13.4. Business dynamics.
9.14 China Innovation Airlines.
9.14.1 China Innovation Airlines Basic information, production headquarters, sales area, competitors and market position.
9.14.2. Product introduction and feature analysis.
9.14.3 China Innovation Aviation battery production, output value, ** and gross profit margin (2019-2023e).
9.14.4. Business dynamics.
9.15 Camel Group.
9.15.1 Camel Group Basic information, production headquarters, sales area, competitors and market position.
9.15.2. Product introduction and feature analysis.
9.15.3 Camel Group Battery production, output value, ** and gross profit margin (2019-2023e).
9.15.4. Business dynamics.
10.Research findings and conclusions