세계의 전기자동차 배터리 교환 시장 예측(-2030년) : 배터리 유형별, 차량 유형별, 인프라 유형별, 서비스 유형별, 용도별, 최종 사용자별, 지역별 분석

According to Stratistics MRC, the Global Electric Vehicle Battery Swapping Market is accounted for $6.9 billion in 2024 and is expected to reach $35.4 billion by 2030 growing at a CAGR of 31.2% during the forecast period. Electric vehicle battery swapping is a service model that allows drivers to quickly exchange a depleted battery for a fully charged one at designated stations. This process typically takes just a few minutes, significantly reducing downtime compared to traditional charging methods. By enabling faster recharging and addressing range anxiety, battery swapping promotes the adoption of electric vehicles. The model also facilitates easier maintenance and recycling of batteries, potentially lowering costs and enhancing the overall sustainability of electric transportation.

Market Dynamics:

Driver:

Increasing demand for electric vehicles

The growing demand for electric vehicles (EVs) is significantly driving the market. As consumers seek sustainable transportation solutions, the need for convenient and efficient charging options becomes paramount. Battery swapping offers a quick alternative to conventional charging, alleviating range anxiety and minimizing downtime. Additionally, as more EV models enter the market, the adoption of battery swapping stations is expanding, fostering a seamless ecosystem for EV users.

Restraint:

Standardization challenges

Standardization challenges in the market stem from the lack of uniformity in battery designs, sizes, and technologies across different manufacturers. This variability complicates the development of compatible swapping infrastructure, as stations may not accommodate multiple EV brands. Without a cohesive approach to standardization, the efficiency and scalability of battery swapping systems are jeopardized, potentially limiting their appeal and adoption in the rapidly evolving EV landscape.

Opportunity:

Increased vehicle utilization

Increased vehicle utilization in the market is a key benefit, as it allows drivers to maximize their operational time with minimal downtime. By enabling quick battery exchanges, EVs can return to service faster compared to traditional charging methods. This efficiency is particularly advantageous for commercial fleets and ride-sharing services, where vehicle availability is crucial. As a result, battery swapping not only enhances productivity but also promotes a more sustainable and economically viable model for electric mobility.

Threat:

High initial setup costs

Establishing swapping stations requires substantial investments in infrastructure, including specialized equipment, real estate, and technology for battery management systems. Additionally, companies must consider the costs of acquiring and maintaining a fleet of batteries. These upfront expenses can deter potential investors and slow market expansion. Without addressing these financial barriers, the widespread adoption of battery swapping solutions may be limited, hindering the growth of electric mobility.

Covid-19 Impact:

The COVID-19 pandemic had a mixed impact on the electric vehicle battery swapping market. Initially, disruptions in supply chains and decreased consumer demand led to delays in infrastructure development and project rollouts. However, the pandemic also accelerated interest in sustainable transportation as awareness of environmental issues grew. Additionally, the rise of contactless services heightened the appeal of battery swapping as a quick, hygienic refueling option.

The delivery vans segment is projected to be the largest during the forecast period

The delivery vans segment is projected to account for the largest market share during the projection period as businesses seek efficient and sustainable logistics solutions. Battery swapping offers these vehicles quick turnaround times, minimizing downtime and enhancing operational efficiency in urban environments. Implementing battery swapping systems allows delivery services to maximize fleet utilization while addressing range anxiety, making it an attractive option for companies aiming to reduce their carbon footprint.

The emergency services segment is expected to have the highest CAGR during the forecast period

The emergency services segment is expected to have the highest CAGR during the extrapolated period. With the need for rapid deployment, battery swapping allows emergency vehicles to quickly exchange depleted batteries, ensuring they remain operational without long charging delays. By integrating battery swapping into their fleets, emergency services can improve efficiency and reliability, paving the way for a more sustainable approach while maintaining essential public safety functions.

Region with largest share:

North America region is expected to hold the largest share of the market during the forecast period. Key players are exploring battery swapping as a solution to address charging infrastructure limitations and range anxiety among consumers. Partnerships between automakers and technology companies are emerging to develop standardized systems. As cities prioritize green initiatives and support for EV infrastructure expands, the region's battery swapping market is poised for significant growth in the coming years.

Region with highest CAGR:

Asia Pacific is expected to register the highest growth rate over the forecast period due to rapid urbanization and increasing traffic congestion. Many governments in the region are actively promoting the adoption of EVs through various incentives, including subsidies, tax breaks, and infrastructure development. These policies are also supporting the growth of the market by providing a conducive environment for investment and innovation. Advancements in battery technology and swapping systems are making battery swapping a more viable and cost-effective option.

Key players in the market

Some of the key players in Electric Vehicle Battery Swapping market include EChargeUp Solutions Pvt Ltd Inc, Lithion Power Pvt Ltd, Oyika Pte Ltd, Panasonic India Pvt. Ltd, Amara Raja, Amplify Mobility, Esmito Solutions Pvt Ltd, Gogoro, ChargeMYGaadi, Revolt Motors, SUN Mobility Pvt. Ltd, NIO, Inc, Numocity, TATA Power and VoltUpcommercial Vehicle.

Key Developments:

In August 2024, Amara Raja Advanced Cell Technologies signed a Memorandum of Understanding with Piaggio Vehicles to develop and supply lithium iron phosphate (LFP) lithium-ion cells and chargers for Piaggio's electric vehicles. This partnership aims to enhance local production capabilities at Amara Raja's gigafactory in Divitipally, Telangana.

In August 2024, Alongside the MoU, Amara Raja inaugurated Phase 1 of its lithium battery pack plant, which has a capacity of 1.5 GWh. This facility is designed to produce battery packs specifically suited for Indian conditions and will support various EV manufacturers.

Battery Types Covered:

• Lithium-ion Batteries
• Solid-State Batteries
• Sodium-ion Batteries
• Potassium-ion Batteries
• Other Battery Types

Vehicle Types Covered:

• Two-Wheelers
• Three-Wheelers
• Passenger Cars
• Commercial Vehicles

Infrastructure Types Covered:

• Station-Based Swapping
• Mobile Swapping Solutions
• Automated Swapping Stations

Service Types Covered:

• Subscription Model
• Pay-Per-Use Model

Applications Covered:

• Buses
• Delivery Vans
• Forklifts
• Electric Scooters
• Ambulances
• Other Applications

End Users Covered:

• Public Transport
• Commercial Fleets
• Personal Use
• Logistics and Warehousing
• Emergency Services
• Tourism and Leisure
• 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 Electric Vehicle Battery Swapping Market, By Battery Type

• 5.1 Introduction
• 5.2 Lithium-ion Batteries
• 5.3 Solid-State Batteries
• 5.4 Sodium-ion Batteries
• 5.5 Potassium-ion Batteries
• 5.6 Other Battery Types

6 Global Electric Vehicle Battery Swapping Market, By Vehicle Type

• 6.1 Introduction
• 6.2 Two-Wheelers
• 6.3 Three-Wheelers
• 6.4 Passenger Cars
• 6.5 Commercial Vehicles

7 Global Electric Vehicle Battery Swapping Market, By Infrastructure Type

• 7.1 Introduction
• 7.2 Station-Based Swapping
• 7.3 Mobile Swapping Solutions
• 7.4 Automated Swapping Stations

8 Global Electric Vehicle Battery Swapping Market, By Service Type

• 8.1 Introduction
• 8.2 Subscription Model
• 8.3 Pay-Per-Use Model

9 Global Electric Vehicle Battery Swapping Market, By Application

• 9.1 Introduction
• 9.2 Buses
• 9.3 Delivery Vans
• 9.4 Forklifts
• 9.5 Electric Scooters
• 9.6 Ambulances
• 9.7 Other Applications

10 Global Electric Vehicle Battery Swapping Market, By End User

• 10.1 Introduction
• 10.2 Public Transport
• 10.3 Commercial Fleets
• 10.4 Personal Use
• 10.5 Logistics and Warehousing
• 10.6 Emergency Services
• 10.7 Tourism and Leisure
• 10.8 Other End Users

11 Global Electric Vehicle Battery Swapping 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 EChargeUp Solutions Pvt Ltd Inc
• 13.2 Lithion Power Pvt Ltd
• 13.3 Oyika Pte Ltd
• 13.4 Panasonic India Pvt. Ltd
• 13.5 Amara Raja
• 13.6 Amplify Mobility
• 13.7 Esmito Solutions Pvt Ltd
• 13.8 Gogoro
• 13.9 ChargeMYGaadi
• 13.10 Revolt Motors
• 13.11 SUN Mobility Pvt. Ltd
• 13.12 NIO, Inc
• 13.13 Numocity
• 13.14 TATA Power
• 13.15 VoltUpcommercial Vehicle