E2W(전기 이륜차)용 배터리 화학의 전략적 분석과 성장 기회

While Lithium-ion Batteries Currently Dominate the E2W Industry, with Rapidly Evolving Battery Technologies, Advanced Battery Chemistries such as Sodium-ion and Solid-state Hold Potential in Cost-effectiveness and Performance

As the electric vehicle (EV) industry gathers momentum, the importance of cost, performance, safety, and durability of battery chemistry and technology also increases. Among EVs, the electric two-wheeler (E2W) space is the fastest growing worldwide, with innovations in battery chemistry for E2Ws expected to impact vehicle cost and performance, thus accelerating its adoption.

Lead acid and lithium-ion battery chemistries are the most used in E2Ws. Advanced battery chemistries like sodium-ion and solid-state are also in development and under exploration by E2W industry participants globally.

In this analysis, Frost & Sullivan explores current battery chemistries used for E2Ws, their performance characteristics, and their impact on vehicle performance; current battery trends and technologies; advanced batteries under development; and growth opportunities for EV stakeholders.

The geographic coverage is global. The study period is 2021-2030, with 2023 as the base year and 2024-2030 as the forecast period.

Table of Contents

Transformation in Battery Chemistries for the Electric Two-wheeler Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Battery Chemistries for the Electric Two-wheeler Industry

Growth Environment

• Battery Chemistries for E2Ws: Key Takeaways
• Battery Technology Roadmap
• E2W Battery Evolution
• Comparison of Key Battery Chemistries in E2Ws
• Energy Density vs. Cycle Life of Battery Chemistry
• Cost Comparison of Raw Material
• Lithium-ion Battery Pack Price Analysis
• Current Global Supply of Lithium-ion Batteries/Cells for Key E2W OEMs
• OEM Adoption of Current vs Future Battery Chemistries
• E2W OEMs' Engagement in Battery Technologies by Region
• Key E2W OEMs: List of Their Battery Manufacturers and Investments/Partnerships
• Battery Chemistries Used by Providers of Global Battery Swapping Solutions
• Global Lithium-ion Battery Manufacturers Diversifying into New Chemistries for EVs
• Analysis of Lithium-ion Battery Manufacturers Diversifying to New Chemistries
• Key Existing and Emerging Global Lithium-ion Battery Manufacturing Facilities
• Risk Assessment of Battery/Cell Production Based on Chemistries
• Existing Battery Chemistry Comparison Across Key E2W Models
• Regional Bifurcation of Existing Battery Chemistries for E2W

Ecosystem

• Scope of Analysis
• Key Competitors

Growth Generator

• Growth Drivers
• Growth Restraints

Battery Chemistries for E2Ws

• Battery Chemistry: Definition & Components
• Importance of Battery Chemistries in E2W Battery
• Types of Key Battery Chemistries for E2Ws

Lead-acid Batteries

• Performance Characteristics
• Pros and Cons
• Top Players for Lead-acid Batteries in E2Ws
• Regulatory Landscape

Lithium-ion Batteries

• Performance Comparison of Lithium-ion Battery Chemistry Materials
• Types of Lithium Batteries that E2Ws Use
• NMC Battery: Performance Characteristics
• NMC Battery: Pros and Cons
• LFP Battery: Performance Characteristics
• LFP Battery: Pros and Cons
• E2W Batteries: Selected Lithium-ion Cell Manufacturers
• Regulatory Landscape for Lithium-ion Batteries
• Recent Investments by Key Global Lithium-ion Battery Manufacturers
• Case Study: Lithium-ion Battery-Enevate Corp

Emerging Battery Chemistries

• Sodium-ion Battery: Performance Characteristics
• Sodium-ion Battery: Pros and Cons
• Top Players for Sodium-ion Battery
• Key Projects by E2W OEMs in Sodium-ion Batteries
• Case Study: Sodium-ion Battery-Huayu New Energy Technology
• Solid-state Battery: Performance Characteristics
• Solid-state Battery: Pros and Cons
• Top Players for Solid-state Battery
• Key Projects by E2W OEMs for Solid-state Batteries
• Case Study: Solid-state Battery-ProLogium Technology

E2W Battery Chemistries: Innovative Technologies & Trends

• Battery Technologies for E2Ws
• Battery Chemistry Trends for E2Ws

Growth Opportunity Universe

• Growth Opportunity 1: Set Up Gigafactories
• Growth Opportunity 2: Expand Battery Recycling Infrastructure
• Growth Opportunity 3: Increase Second-life Use Cases for Electric Two-wheeler Batteries

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer