세계의 고속 충전 배터리 시장 전망(-2030년) : 배터리 유형, 충전 기술, 충전 인프라, 용량, 용도, 최종 사용자, 지역별 분석

According to Stratistics MRC, the Global Fast Charge Battery Market is accounted for $21.3 billion in 2024 and is expected to reach $53.3 billion by 2030 growing at a CAGR of 16.5% during the forecast period. A fast-charge battery is a rechargeable energy storage device designed to accept higher charging currents, enabling rapid recharging compared to conventional batteries. These batteries typically utilize advanced materials and technologies to manage heat generation and maintain stability during high-speed charging. Fast-charge batteries often employ lithium-ion chemistry with optimized electrode designs and electrolytes.

According to the U.S. Department of Energy, extreme fast charging (XFC) aims to develop technology that can charge an electric vehicle to 80% capacity in 15 minutes or less. The DOE has set targets for XFC systems to deliver 350 kW or more power to enable 200+ miles of range with a 10-minute charge.

Market Dynamics:

Driver:

Government incentives and regulations

Government incentives and regulations are driving the fast charge battery market growth. Many countries are implementing policies to promote electric vehicle adoption and reduce carbon emissions. For instance, China offers subsidies for electric vehicles and has set ambitious targets for EV sales. The European Union has introduced strict CO2 emission standards for new cars, encouraging automakers to invest in electric vehicles. In the United States, federal tax credits for EV purchases and state-level incentives are boosting demand. These supportive policies create a favorable environment for fast charge battery development and adoption.

Restraint:

Limited charging infrastructure

Despite the growing number of electric vehicles, the deployment of charging stations, especially fast-charging points, lags behind in many regions. This shortage creates "range anxiety" among potential EV buyers, hindering adoption rates. The high costs associated with installing fast-charging stations, particularly in rural or less populated areas, further exacerbate this issue. Additionally, the lack of standardization in charging technologies across different EV manufacturers complicates infrastructure development, slowing market growth for fast charge batteries.

Opportunity:

Advancements in charging infrastructure

The development of ultra-fast charging technologies, capable of charging EVs in minutes rather than hours, is driving innovation in battery design. Improved power delivery systems and smart grid integration are enhancing the efficiency and accessibility of charging networks. The emergence of wireless charging technologies and the potential for vehicle-to-grid (V2G) systems offer new avenues for market expansion. These advancements not only address current infrastructure limitations but also pave the way for more widespread adoption of fast charge batteries in various applications.

Threat:

Economic fluctuations

Economic fluctuations pose a threat to the fast charge battery market. During economic downturns, consumer spending on high-ticket items like electric vehicles may decrease, impacting demand for fast charge batteries. Fluctuations in raw material prices, particularly for lithium and other critical battery components, can affect production costs and market stability. Additionally, market volatility can influence investment decisions, potentially slowing research and development efforts in fast charge battery technology.

Covid-19 Impact:

The COVID-19 pandemic initially disrupted the fast charge battery market due to supply chain interruptions and manufacturing slowdowns. However, the crisis also accelerated the shift towards electric vehicles and renewable energy, boosting long-term demand for fast charge batteries. The pandemic highlighted the importance of supply chain resilience and localized production, potentially reshaping the market landscape for fast charge batteries.

The lithium-ion batteries segment is expected to be the largest during the forecast period

Over the forecasted timeframe, the lithium-ion batteries segment is anticipated to dominate the market. Lithium-ion technology offers high energy density, longer cycle life, and faster charging capabilities compared to other battery types. These characteristics make lithium-ion batteries ideal for electric vehicles, consumer electronics, and energy storage systems. The ongoing research and development in lithium-ion technology, focusing on improving energy density and reducing charging times, further solidifies its market leadership. Additionally, the decreasing costs of lithium-ion batteries due to economies of scale and manufacturing improvements contribute to their widespread adoption across various industries.

The ultra-fast charging segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the ultra-fast charging segment is predicted to witness the highest growth rate in the fast charge battery market. Ultra-fast charging technology, capable of charging electric vehicles to 80% capacity in less than 15 minutes, addresses one of the main barriers to EV adoption - charging time. This rapid charging capability enhances the practicality of electric vehicles for long-distance travel and commercial applications. The growing demand for minimal downtime in fleet operations and the increasing focus on reducing charging times for personal vehicles are driving investments in ultra-fast charging technologies. As battery and charging infrastructure technologies advance, the ultra-fast charging segment is poised for substantial growth.

Region with largest share:

The Asia Pacific region is projected to account for the largest market share during the forecast period. This dominance is attributed to the region's leadership in electric vehicle production and adoption, particularly in countries like China, Japan, and South Korea. The presence of major battery manufacturers and automotive OEMs in the region drives significant demand for fast charge batteries. Government initiatives promoting electric vehicle adoption and investments in charging infrastructure further boost market growth. The region's robust supply chain for battery components and ongoing technological advancements in battery manufacturing contribute to its market leadership.

Region with highest CAGR:

During the projection period, the Asia Pacific segment is expected to grow at the highest CAGR. This rapid growth is fueled by aggressive electric vehicle adoption targets set by countries in the region, coupled with substantial investments in battery technology and manufacturing capabilities. The expansion of domestic EV markets in countries like India and Southeast Asian nations is creating new opportunities for fast charge battery manufacturers. Furthermore, the region's focus on developing advanced battery technologies and expanding charging infrastructure is likely to drive innovation and market growth. The increasing urbanization and government support for sustainable transportation solutions further accelerate the adoption of fast charge batteries in Asia Pacific.

Key players in the market

Some of the key players in Fast Charge Battery Market include CATL, LG Energy Solution Ltd., BYD Company Ltd., Panasonic Holdings Corporation, SK Innovation Co., Ltd., Samsung SDI, ABB, Siemens, ChargePoint, Inc., EVBox, Tesla, StoreDot, GBatteries, Addionics, Geyser Batteries, InvertedPower, Tritium Pty Ltd and Delta Electronics, Inc.

Key Developments:

In August 2024, ChargePoint, a leading provider of networked charging solutions for electric vehicles (EVs), has partnered with Daimler Buses to seamlessly integrate ChargePoint's telematics and charge management systems with Mercedes-Benz and Setra brand buses.

In June 2024, CATL plans to launch a second-generation Qilin Battery with a 6C charging multiplier in the second half of 2024, and BYD's second-generation Blade Battery could also be launched in the second half of the year, with a 6C battery in the works.

In June 2024, LG Energy Solution today announced it signed a Memorandum of Understanding (MoU) with Analog Devices, Inc. (ADI), a global semiconductor leader, to strengthen the competitiveness of its battery management total solution (BMTS). Through the MoU, the companies have agreed on a two-year joint effort through which ADI will supply high-performance battery management integrated circuit (BMIC) and the two companies will co-develop algorithms that could precisely measure the internal temperatures of EV battery cells. This is expected to lead up to the development of advanced fast-charging technologies.

Battery Types Covered:

• Lithium-Ion (Li-Ion) Batteries
• Nickel-Cadmium (NiCd) Batteries
• Nickel-Metal Hydride (NiMH) Batteries
• Solid-State Batteries
• Lead-Acid Batteries
• Other Battery Types

Charging Technologies Covered:

• Conventional Fast Charging
• Super Fast Charging
• Ultra-Fast Charging
• Wireless Charging

Charging Infrastructures Covered:

• Wired Fast Charging Stations
• Wireless Charging Systems
• Battery Swapping Stations

Capacities Covered:

• Below 3000 mAh
• 3000-5000 mAh
• 5000-10000 mAh
• Above 10000 mAh

Applications Covered:

• Electric Vehicles (EVs)
• Consumer Electronics
• Medical Devices
• Industrial Equipment & Machinery
• Energy & Utilities
• Aerospace & Defense
• Other Applications

End Users Covered:

• Residential
• Commercial
• Industrial

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 Fast Charge Battery Market, By Battery Type

• 5.1 Introduction
• 5.2 Lithium-Ion (Li-Ion) Batteries
• 5.3 Nickel-Cadmium (NiCd) Batteries
• 5.4 Nickel-Metal Hydride (NiMH) Batteries
• 5.5 Solid-State Batteries
• 5.6 Lead-Acid Batteries
• 5.7 Other Battery Types
  • 5.7.1 Zinc-Air Batteries
  • 5.7.2 Flow Batteries
  • 5.7.3 Lithium-Sulfur Batteries

6 Global Fast Charge Battery Market, By Charging Technology

• 6.1 Introduction
• 6.2 Conventional Fast Charging
• 6.3 Super Fast Charging
• 6.4 Ultra-Fast Charging
• 6.5 Wireless Charging

7 Global Fast Charge Battery Market, By Charging Infrastructure

• 7.1 Introduction
• 7.2 Wired Fast Charging Stations
• 7.3 Wireless Charging Systems
• 7.4 Battery Swapping Stations

8 Global Fast Charge Battery Market, By Capacity

• 8.1 Introduction
• 8.2 Below 3000 mAh
• 8.3 3000-5000 mAh
• 8.4 5000-10000 mAh
• 8.5 Above 10000 mAh

9 Global Fast Charge Battery Market, By Application

• 9.1 Introduction
• 9.2 Electric Vehicles (EVs)
• 9.3 Consumer Electronics
  • 9.3.1 Smartphones
  • 9.3.2 Laptops & Tablets
  • 9.3.3 Wearables
• 9.4 Medical Devices
• 9.5 Industrial Equipment & Machinery
  • 9.5.1 Power Tools
  • 9.5.2 Robotics
  • 9.5.3 Heavy Industrial Machinery
• 9.6 Energy & Utilities
  • 9.6.1 Energy Storage Systems (ESS)
  • 9.6.2 Renewable Energy Systems
  • 9.6.3 Grid Stabilization
• 9.7 Aerospace & Defense
• 9.8 Other Applications

10 Global Fast Charge Battery Market, By End User

• 10.1 Introduction
• 10.2 Residential
• 10.3 Commercial
• 10.4 Industrial

11 Global Fast Charge Battery 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 CATL
• 13.2 LG Energy Solution Ltd.
• 13.3 BYD Company Ltd.
• 13.4 Panasonic Holdings Corporation
• 13.5 SK Innovation Co., Ltd.
• 13.6 Samsung SDI
• 13.7 ABB
• 13.8 Siemens
• 13.9 ChargePoint, Inc.
• 13.10 EVBox
• 13.11 Tesla
• 13.12 StoreDot
• 13.13 GBatteries
• 13.14 Addionics
• 13.15 Geyser Batteries
• 13.16 InvertedPower
• 13.17 Tritium Pty Ltd
• 13.18 Delta Electronics, Inc.