![]() |
시장보고서
상품코드
1395578
세계의 자동차 배터리 관리 시스템(BMS) 시장 규모, 점유율 및 산업 동향 분석 보고서 : 구성요소별, 배터리 유형별, 용도별, 토폴로지별, 지역별 전망 및 예측(2023-2030년)Global Automotive Battery Management System Market Size, Share & Industry Trends Analysis Report By Component (Hardware, and Software), By Battery Type (Lithium-ion, Lead-acid), By Application, By Topology, By Regional Outlook and Forecast, 2023 - 2030 |
자동차 배터리 관리 시스템(BMS) 시장 규모는 2030년까지 166억 달러에 달할 것으로 예상되며, 예측 기간 동안 19.8%의 연평균 복합 성장률(CAGR)을 나타낼 것으로 예측됩니다.
KBV Cardinal Matrix의 분석에 따르면, 자동차 BMS 시장에서는 도시바(Toshiba Corporation)와 LG Energy Solutions가 선두를 달리고 있으며, 2023년 10월에는 LG Energy Solutions와 북미 도요타(미국 내 자동차 판매, 마케팅, 유통을 담당)가 공급 계약을 체결하였습니다. 공급 계약을 체결한 바 있습니다. 이번 제휴로 LG에너지솔루션은 도요타의 미국 조립 배터리 전기차에 리튬이온 배터리 모듈을 공급하게 됩니다. 이 시장의 주요 혁신 기업입니다.
시장 성장 요인
기술 혁신의 확대
고체 배터리와 새로운 리튬 이온 배터리 개발 등 배터리 화학의 혁신은 더 높은 에너지 밀도, 더 빠른 충전 용량, 더 긴 사이클 수명을 제공하며, BMS는 이러한 첨단 배터리 화학을 관리하고 최적화하기 위해 적응하고 있습니다. 예지보전, 실시간 진단 및 지능형 에너지 관리를 가능하게 합니다. 이러한 기술 혁신은 배터리 성능 예측의 정확도를 높이고 안전성을 향상시키며, BMS 기술의 발전은 자동차 전기화 및 에너지 저장 솔루션의 통합에 매우 중요한 역할을 하고 시장을 확대할 수 있습니다.
배터리 주행거리 및 성능 향상
BMS 기술은 배터리 팩에 저장된 에너지를 효율적으로 관리하는 데 필수적입니다. 이러한 최적화를 통해 에너지를 효과적으로 사용하고 에너지 낭비를 줄이며, 1회 충전 시 주행거리를 최대화하여 주행거리를 연장할 수 있습니다. 회생 제동 및 에너지 회생 시스템은 EV 성능 향상에 필수적인 요소로, BMS 기술은 제동 시 에너지 회수 및 축적을 제어 및 관리하여 차량의 주행거리를 더욱 연장하는 데 도움이 되며, BMS 시스템은 배터리 충전 상태(SoC)를 실시간으로 모니터링합니다. 기술은 운전자에게 실시간 데이터와 피드백을 제공하여 운전자가 주행거리를 최대화할 수 있는 운전 습관과 경로 계획에 대해 충분한 정보를 바탕으로 의사결정을 내릴 수 있도록 돕습니다. 이러한 요인들이 시장 성장의 원동력이 될 것으로 보입니다.
시장 성장 억제요인
다양한 배터리 기술의 복잡성
인산리튬이온(LiFePO4), 리튬코발트산화물(LiCoO2), 리튬망간산화물(LiMn2O4), 고체 상태 등 다양한 배터리 화학물질은 각각에 맞는 BMS 전략이 필요합니다. 각 화학 물질은 전압, 온도, 시간적 특성이 다르기 때문에 BMS 설계가 더욱 복잡해집니다. 배터리의 화학적 특성이 다르면 전압 범위와 충전 및 방전 특성도 다르며, BMS 시스템은 안전하고 효율적인 작동을 보장하기 위해 이러한 변동을 관리할 수 있어야 합니다. 배터리 기술에는 다양한 온도 요구 사항이 있으며, BMS의 성능과 안전성을 손상시킬 수 있는 외부 위협으로부터 보호하기 위해 견고한 사이버 보안 조치를 확보하는 것이 중요합니다. 이러한 요인들이 시장 성장에 걸림돌이 될 수 있습니다.
컴포넌트 전망
컴포넌트별로 볼 때, 시장은 하드웨어와 소프트웨어로 구분됩니다. 소프트웨어 부문은 시장에서 상당한 매출 점유율을 차지하고 있습니다. 소프트웨어 구성 요소는 전기자동차(EV), 하이브리드 자동차 및 기타 용도에서 배터리 팩의 효율적이고 안전한 작동을 보장하며, BMS 소프트웨어는 다양한 센서 및 하드웨어 부품의 데이터를 수집, 분석 및 해석하여 실시간으로 의사결정을 내리고 차량 운영자 및 제조업체에 정보를 제공합니다. 차량 운영자 및 제조업체에 정보를 제공하는 역할을 합니다. 이 시장의 소프트웨어 구성 요소는 배터리 팩의 성능, 안전성 및 수명을 최적화하는 데 필수적입니다.
배터리 유형 전망
배터리 유형별로는 리튬이온, 납축전지, 기타로 분류되며, 2022년에는 리튬이온 부문이 시장에서 가장 큰 매출 점유율을 기록할 것으로 예상됩니다. 리튬 이온 배터리는 뛰어난 에너지 밀도, 출력 대 중량비, 최소한의 자체 방전으로 인해 전기 자동차의 표준 선택이 되었습니다. 그러나 안전성과 내구성을 보장하기 위해서는 배터리와 차량의 효율성과 안전성을 정확하게 모니터링해야 하기 때문에 BMS는 자동차 배터리 조립에서 중요한 역할을 담당하고 있습니다. 배터리 건전성, 충전 상태, 전압, 전류, 환경 온도 등 리튬이온 배터리의 성능을 모니터링하고 제어하는 데 필수적입니다. 따라서 BMS는 리튬 이온 배터리의 진화를 가능하게 하는 필수적인 요소입니다.
용도 전망
용도별로는 승용차, 상용차, 기타로 구분됩니다. 상용차 부문은 2022년 시장에서 상당한 매출 점유율을 차지했습니다. 상용차 부문에는 주로 전기 버스와 전기 트럭이 포함됩니다. 최근 몇 년동안 전기 운송의 채택이 증가하고 있습니다. 세계 경제는 순배출 제로 배출을 목표로 삼고 있으며, 세계 각국은 전기자동차로 전환하고 있습니다. 세계 도시 상업용 교통수단 중 가장 중요한 교통수단 중 하나는 버스다. 민간 기업, 공공기관, 비영리 단체에서 전기 버스와 전기 객차를 이용하는 사례가 늘고 있습니다. 향후 몇 년동안은 제로 배출 목표에 따라 상업용 차량의 보급이 더욱 확대될 것으로 예상됩니다.
토폴로지의 전망
토폴로지에 따라 시장은 모듈형, 중앙집중형, 분산형으로 분류되며, 2022년에는 모듈형 부문이 시스템 시장에서 가장 높은 매출 점유율을 차지할 것으로 예상됩니다. 모듈형 BMS의 설계는 확장성을 용이하게 합니다. 다양한 배터리 팩의 크기, 화학 물질 또는 구성을 수용하기 위해 모듈을 추가하거나 제거할 수 있습니다. 이러한 유연성은 다양한 차종이 서로 다른 배터리 크기를 필요로 하는 전기차 시장에서 특히 유용합니다. 모듈식 토폴로지를 통해 백업 모듈을 설치하여 중복성을 확보할 수 있습니다. 모듈이 고장날 경우, 중복 모듈이 배터리를 지속적으로 모니터링하고 관리할 수 있도록 보장합니다. 모듈식 접근 방식은 BMS 구성 요소를 차량 아키텍처에 통합하는 것을 단순화합니다. 각 모듈은 명확하게 정의된 인터페이스를 가질 수 있어 다른 차량 시스템과의 연결 및 통신이 용이합니다.
지역별 전망
지역별로 보면 시장은 북미, 유럽, 아시아태평양 및 LAMEA로 분석됩니다. 유럽은 2022년 시장에서 큰 매출 점유율을 차지할 것으로 예상됩니다. 신흥 전기 자동차 부문은 이 지역의 리튬 이온 배터리 셀/팩 및 BMS와 같은 관련 부품 제조에 긍정적인 영향을 미치고 있습니다. 유럽에는 많은 자동차 제조업체가 있으며, e-모빌리티 트렌드가 증가함에 따라 이 지역에서 전기자동차 배터리에 대한 대규모 수요가 발생하고 있습니다. 이러한 요인들이 이 지역 시장 성장을 가속하고 있습니다. 또한 이 지역의 자동차 BMS에 대한 수요는 주요 자동차 제조업체의 제조 적합성이 존재하기 때문에 이 지역의 자동차 BMS에 대한 수요를 증가시키고 있습니다.
The Global Automotive Battery Management System Market size is expected to reach $16.6 billion by 2030, rising at a market growth of 19.8% CAGR during the forecast period.
Continuous advancements in battery technology, particularly lithium-ion batteries, have improved energy density, faster charging, and longer battery life. Consequently, the lithium-ion segment would generate approximately 52.96% share of the market by 2030. BMS technology is indispensable in electric vehicles. Lithium-ion batteries offer an impressive combination of energy density and power, allowing for extended driving ranges and efficient energy utilization, which is critical in the rapidly growing electric vehicle (EV) segment. Additionally, their adaptability to various vehicle sizes and types, from compact cars to large SUVs, positions them as a versatile and scalable solution, cementing their status as the go-to choose for automakers striving to meet the evolving demands of the Automotive BMS market.
The major strategies followed by the market participants are Partnerships, Collaborations & Agreements as the key developmental strategy to keep pace with the changing demands of end users. For instance, In August, 2023, Leclanche SA entered into partnership with Medha Group, a renowned provider of vehicle traction systems and associated electronics in Hyderabad, India. Within this partnership, Leclanche SA will supply its Li-ion battery pack solutions, including the INT-53 and INT-39 high-energy battery packs, to Medha for various projects involving railway auxiliary and maintenance vehicles. Additionally, In February, 2023, LG Energy Solutions joined forces with Freudenberg SE, a global supplier, manufacturer, and service partner for the automotive and general industry sectors. The partnership involves a multiyear agreement for the provision of lithium-ion battery cell modules. This collaboration enhances capacity and supply reliability for these vital markets.
Based on the Analysis presented in the KBV Cardinal matrix; Toshiba Corporation and LG Energy Solutions are the forerunners in the Automotive Battery Managment System Market. In October, 2023, LG Energy Solution and Toyota North America, a division of Toyota Corporation responsible for U.S. vehicle sales, marketing, and distribution, have entered into a supply agreement. This collaboration entails the provision of lithium-ion battery modules by LG Energy Solution for Toyota's U.S.-assembled battery electric vehicles. Companies such as Sensata Technologies Holdings PLC., Futavis Gmbh, Leclanche S.A. are some of the key innovators in the Market.
Market Growth Factors
Expansion of technological innovations
Innovations in battery chemistry, such as developing solid-state batteries and new lithium-ion variants, offer higher energy density, faster charging capabilities, and longer cycle life. BMS systems are adapting to manage and optimize these advanced battery chemistries. AI and machine learning are integrated into BMS technology to enable predictive maintenance, real-time diagnostics, and intelligent energy management. These innovations improve the accuracy of battery performance prediction and enhance safety. As BMS technology advances, it will play a pivotal role in electrifying vehicles and integrating energy storage solutions, expanding the market.
Improved range and performance of batteries
BMS technology is essential for managing the energy stored in the battery pack efficiently. This optimization allows for increased range as it ensures that energy is used effectively, reducing energy wastage and maximizing the driving distance on a single charge. Regenerative braking and energy recapture systems are vital components of improving EV performance. BMS technology helps control and manage the recapturing and storing energy during braking, further extending the vehicle's range. BMS systems monitor the state of charge (SoC) of the battery in real time. BMS technology provides real-time data and feedback to drivers, helping them make informed decisions about driving habits and route planning to maximize range. The above factors will drive market growth.
Market Restraining Factors
Complexity of various battery techniques
Various battery chemistries, including lithium-ion phosphate (LiFePO4), lithium-cobalt oxide (LiCoO2), lithium-manganese oxide (LiMn2O4), solid-state, and others, require tailored BMS strategies. Each chemistry has different voltage, temperature, and aging characteristics, making BMS design more intricate. Different battery chemistries have distinct voltage ranges and charge/discharge characteristics. BMS systems must be capable of managing these variations, ensuring safe and efficient operation. Battery technologies have varying thermal requirements. Ensuring robust cybersecurity measures is critical to protect against external threats that could compromise BMS performance and safety. The above factors will hamper the market growth.
Component Outlook
On the basis of components, the market is segmented into hardware and software. The software segment acquired a substantial revenue share in the market. The software component ensures the efficient and safe operation of battery packs in electric vehicles (EVs), hybrid vehicles, and other applications. BMS software is responsible for collecting, analyzing, and interpreting data from various sensors and hardware components, making real-time decisions, and providing information to vehicle operators and manufacturers. The software component in the market is integral in optimizing the performance, safety, and longevity of battery packs.
Battery-Type Outlook
By battery type, the market is categorized into lithium-ion, lead-acid, and others. In 2022, the lithium-ion segment registered the largest revenue share in the market. Lithium-ion batteries are the standard choice for electric vehicles due to their exceptional energy density, power-to-weight ratio, and minimal self-discharge. However, ensuring their safety and durability requires precise oversight for the efficiency and security of the battery and the vehicle; hence, BMS plays a crucial role in the assembly of the automotive battery. BMS is indispensable for overseeing and controlling Li-ion battery performance in EVs, encompassing battery health, charge status, voltage, current, and environmental temperature. Therefore, a BMS is an essential enabling factor for the evolution of lithium-ion batteries.
Application Outlook
On the basis of application, the market is segmented into passenger vehicles, commercial vehicles, and others. The commercial vehicles segment acquired a substantial revenue share in the market in 2022. The commercial vehicles segment primarily includes electric buses and electric trucks. In recent years, there has been a rise in the adoption of electric transportation. The economies worldwide have set their goals for net zero emissions, and countries worldwide are shifting to electric vehicles. One of the most important modes of urban commercial transportation worldwide is buses. Private enterprises, public authorities, and non-profit organizations increasingly utilize electric buses and carriages. In the coming years, the penetration of commercial vehicles is predicted to rise owing to the net zero emissions goals.
Topology Outlook
Based on topology, the market is classified into modular, centralized, and distributed. In 2022, the modular segment generated the highest revenue share in the system market. Modular BMS designs allow for easy scalability. Additional modules can be added or removed to accommodate different battery pack sizes, chemistries, or configurations. This flexibility is especially beneficial in the EV market, where various vehicle models may require different battery sizes. Redundancy can be achieved through modular topology by having backup modules in place. In case of a module failure, a redundant module can take over to ensure continuous monitoring and management of the battery. The modular approach simplifies the integration of BMS components into a vehicle's architecture. Each module can have well-defined interfaces, making it easier to connect and communicate with other vehicle systems.
Regional Outlook
Region-wise, the market is analysed across North America, Europe, Asia Pacific, and LAMEA. The Europe region garnered a significant revenue share in the market in 2022. The emerging electric vehicle sector positively impacts the region's manufacturing of lithium-ion battery cells/packs and related components such as BMS. Europe also has a significant presence of automobile manufacturers. With the rising trend of e-mobility, a massive need for electric vehicle batteries in the region has been created. These factors drive the growth of the market in this region. Furthermore, the demand for automotive BMSs in this region is due to the presence of manufacturing aptitudes of major automotive manufacturers.
The market research report covers the analysis of key stakeholders of the market. Key companies profiled in the report include Eberspacher Gruppe GmbH & Co. KG, Sensata Technologies Holding PLC, AVL List Gmbh, LG Energy Solution Ltd., Ficosa International S.A, Leclanche S.A, Nuvation Energy (Nuvation Research Corporation), Futavis Gmbh (Deutz AG), Toshiba Corporation, Elithion, Inc.
Recent Strategies Deployed in Automotive Battery Management System Market
Partnerships, Collaborations & Agreements
Oct-2023: LG Energy Solution and Toyota North America, a division of Toyota Corporation responsible for U.S. vehicle sales, marketing, and distribution, have entered into a supply agreement. This collaboration entails the provision of lithium-ion battery modules by LG Energy Solution for Toyota's U.S.-assembled battery electric vehicles. Commencing in 2025, LG Energy Solution will supply automotive battery modules with an annual capacity of 20GWh, supporting Toyota's growing range of BEVs and a new BEV model to be manufactured at Toyota Motor Manufacturing Kentucky in 2025 as part of Toyota's multifaceted product strategy.
Aug-2023: Nuvation Energy has entered into a strategic collaboration with Honeywell International, Ltd., a renowned engineering and technology company specializing in solutions across diverse sectors, encompassing energy, security, and safety. This partnership aims to integrate Nuvation Energy's expertise in battery management with Honeywell's advanced energy storage technology to develop highly efficient large-scale storage solutions that effectively address the critical needs of end-users.
Feb-2023: LG Energy Solutions has joined forces with Freudenberg SE, a global supplier, manufacturer, and service partner for the automotive and general industry sectors. The partnership involves a multiyear agreement for the provision of lithium-ion battery cell modules. LG will support Freudenberg SE in expanding its production capabilities to meet the growing demand, ensuring a robust supply chain for its customers in commercial vehicle applications, particularly for trucks and buses in North America and Europe. This collaboration enhances capacity and supply reliability for these vital markets.
June-2023: Leclanche SA entered into partnership with Medha Group, a renowned provider of vehicle traction systems and associated electronics in Hyderabad, India. Within this partnership, Leclanche SA will supply its Li-ion battery pack solutions, including the INT-53 and INT-39 high-energy battery packs, to Medha for various projects involving railway auxiliary and maintenance vehicles. This synergy between Medha's traction systems and electronics, coupled with Leclanche's advanced lithium-ion battery packs, will present a compelling solution for prominent train manufacturers and OEM commercial vehicle designers across three continents.
Oct-2022: Toshiba India Private Limited, a subsidiary of Toshiba Corporation, has recently entered into a collaboration with EVage Automotive Private Limited, a prominent manufacturer of all-electric, custom-designed commercial vehicles. This partnership focuses on enhancing battery management systems (BMS) by integrating them into Honeywell's modular battery energy storage systems. The primary objective is to provide users with enhanced flexibility and a deeper understanding of battery performance, resulting in a more efficient and insightful energy storage solution.
Sep-2021: Toshiba Corporation has entered into a collaborative agreement with Sojitz Corporation and CBMM, a globally diversified company involved in a wide range of business activities spanning across buying, selling, importing, exporting, and manufacturing both in Japan and abroad. Under this agreement, the two companies will join forces to jointly develop and bring to market the next-generation lithium-ion batteries. These batteries will feature niobium titanium oxide (NTO) as the anode material and are primarily aimed at applications within the commercial electric vehicle (e-vehicle) sector.
Aug-2021: EVLO Energy Storage, Hydro-Quebec's energy storage subsidiary, and Nuvation Energy, are teaming up through a reseller agreement for EVLO's energy storage systems. EVLO specializes in grid-scale energy storage systems based on Hydro-Quebec's patented lithium iron phosphate (LFP) battery chemistry while Nuvation Energy provides battery management systems and energy storage engineering services to battery manufacturers and energy storage system developers.
Product launches
May-2023: Sensata Technologies, a prominent industrial technology company specializing in sensors and solutions, has introduced the C-BMS24X, a compact Battery Management System designed to meet the evolving requirements of industrial applications, low voltage electric vehicles, and energy storage systems. The C-BMS24X facilitates the parallel connection of up to 10 battery packs, making it easy to swap depleted batteries with fully charged ones. It offers advanced balancing and user-friendly BMS-controlled features, enhancing overall convenience.
Oct-2022: Sensata Technologies has unveiled the n3-BMS, a novel battery management system tailored for high-voltage applications with lithium balance. This innovation caters to power levels up to 1000 volts/2000 amps, catering to battery manufacturers, electric trucks, and bus makers. It allows customers to customize the system with code and algorithms without compromising ASIL C Certification, potentially reducing development time and costs.
Jan-2022: Toshiba Electronics Europe, a division of Toshiba Corporation, has introduced the TLX9160T, a new photorelay with a normally open (NO) 1-Form-A configuration. This photorelay boasts a robust output withstand voltage (VOFF) of at least 1500V and can function at supply voltages (VDD) of up to 1000V. Housed in a SO16L-T package made from resin material compliant with IEC60664-1 material group I, it features a maximum forward current (IF) of 30mA and an On-state current (ION) of 50mA.
2021-Nov: Sensata Technologies, Inc. has introduced the i-BMS, a cutting-edge Battery Management System (BMS) tailored for electrified applications with a voltage range of up to 60V. This innovative BMS is designed to be compatible with various cell chemistries, offering a versatile and compact integrated solution. It has been developed with a focus on achieving cost efficiency, making it ideal for large-scale, cost-optimized production of applications operating within the 60V voltage range.
Mergers & Acquisition
Mar-2023: Eberspacher has acquired a majority stake in Vecture, Inc., a company specializing in battery protection circuitry for battery pack assembly and electronic manufacturing services. This move strengthens Eberspacher's presence in the automotive control division by leveraging Vecture's expertise in critical battery management systems and energy storage solutions. It enhances Eberspacher's vehicle electronics portfolio and positions them to tap into the fast-growing energy storage market.
Feb-2022: LG Energy Solutions has acquired NEC Energy Solutions, a subsidiary of NEC Corporation, a leading U.S.-based grid battery integrator. This strategic move enables LG to broaden its Energy Storage System (ESS) portfolio, focusing on providing comprehensive integrated AC and DC storage solutions. LG aims to enhance its services with customized operational support, encompassing equipment installation, remote monitoring, and scheduled maintenance, meeting the unique requirements of its clients while strengthening its position in the energy storage market.
Feb-2021: Sensata Technologies has completed the acquisition of Lithium Balance A/S, a company specializing in advanced battery pack monitoring. This strategic move enhances Sensata's electrification business and clean energy market strategy while expanding its portfolio to provide battery management solutions for various vehicle OEMs. The acquisition allows Sensata to offer comprehensive battery management solutions across a diverse range of electrification applications in industrial and transport markets, further solidifying its position in the industry.
Market Segments covered in the Report:
By Component
By Battery Type
By Application
By Topology
By Geography
Companies Profiled
Unique Offerings from KBV Research