세계의 마이크로모빌리티 플릿용 배터리 교체 시장 - 전기 자전거, 전기 스쿠터, 배터리 교체 스테이션, 마이크로모빌리티용 Baas(Battery as a Service), 마이크로모빌리티용 배터리 교체 스테이션 : 시장 분석 및 예측(2024-2033년)

Battery swapping is an emerging technology with potential to provide important benefits and stimulate the continued growth of electric micromobility. With their advantages of sustainable, low cost and efficient urban transportation, micromobility fleets have experienced rapid global growth over the past decade. Vehicle batteries can be exchanged in a matter of minutes at a conveniently located battery swapping station (BSS). This drastically reduces the logistical efforts and operational costs for charging at a conventional charging hub, and reduces vehicle downtime, thus maximizing revenue generation. Further, battery swapping brings sustainability advantages as a result of fewer logistical efforts required for charging, and from grid benefits when they are used as energy storage systems and integrated with renewable energy sources.

Battery swapping for micromobility promises to reduce fleet operating costs, providing an improved charging experience for its users and delivering environmental benefits. Though battery swapping faces multiple challenges, Guidehouse Insights forecasts solid growth in fleet micromobility vehicles used in battery swapping programs, the installations of battery swapping stations, and revenue generated through the battery as a service business model. Technology advances and cost efficiencies will drive revenue growth and increase penetration of battery as a service (BaaS) for micromobility fleets.

This Guidehouse Insights research report examines the global market for battery swapping for micromobility fleets. Forecasts include unit sales of fleet micromobility vehicles (e-bikes, e-kick scooters and seated e-scooters), installed bases of fleet micromobility vehicles, deployments of fleet micromobility vehicles for BaaS, and deployments of batteries and BSS for BaaS, for the 10-year forecast period of 2024-2033.

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Market Highlights

2. Market Issues

• 2.1 Drivers
  • 2.1.1 Operational Efficiencies
    • 2.1.1.1 BSS Advantages
    • 2.1.1.2 Improved Fire Risk Management
  • 2.1.2 Growth of Electric Micromobility Fleets
  • 2.1.3 Sustainability
• 2.2 Barriers
  • 2.2.1 Battery Standardization
  • 2.2.2 Infrastructure Costs
  • 2.2.3 Safety and Legality

3. Industry Value Chain

• 3.1 Battery Swapping for Micromobility Value Chain
  • 3.1.1 Battery Manufacturers
  • 3.1.2 Vehicle OEMs
  • 3.1.3 Battery Swapping Providers
  • 3.1.4 Micromobility Fleet Operators
  • 3.1.5 End Users
  • 3.1.6 Recycling and Re-Use
• 3.2 Competitive Landscape
  • 3.2.1 Battery Swapping Providers
  • 3.2.2 Micromobility Operators3.2.3 Vehicle OEMs
• 3.3 Business Model Evolution
  • 3.3.1 Pay-per-Swap
  • 3.3.2 BaaS

4. Market Forecasts

• 4.1 Scope and Methodology
• 4.2 Fleet Micromobility Vehicle Unit Sales
• 4.3 Installed Base of Fleet Micromobility Vehicles
• 4.4 Micromobility Vehicle Deployments for BaaS
• 4.5 Batteries and BSSs for BaaS

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Battery Manufacturers
    • 5.2.1.1 Ensure Batteries Are Optimized for Swapping for Micromobility Applications
    • 5.2.1.2 Collaborate with Stakeholders to Meet Customer Requirements
    • 5.2.1.3 Work Toward Standardization
    • 5.2.1.4 Develop BMS
    • 5.2.1.5 Develop Batteries with Second-Life Strategies in Mind
  • 5.2.2 Battery Swapping Providers
    • 5.2.2.1 Provide Competitive Pricing Models
    • 5.2.2.2 Provide a Reliable Battery Swapping Service
    • 5.2.2.3 Optimize the User Experience
    • 5.2.2.4 Provide Options for Renewable Energy Integration
  • 5.2.3 Micromobility Fleet Operators
    • 5.2.3.1 Engage with Battery Swapping Providers
    • 5.2.3.2 Assess Fleet Needs
    • 5.2.3.3 Trial Battery Swapping Operations

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology & Notes