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市场调查报告书
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926259

瞬息万变电动车市场中的电池更换新机会

Emerging Opportunities for Battery Swapping in a Fast-Changing EV Market

出版日期: | 出版商: Guidehouse Insights (formerly Navigant Research) | 英文 15 Pages; 5 Tables, Charts & Figures | 订单完成后即时交付

价格
  • 全貌
  • 简介
  • 目录
简介

本报告研究推动电池更换为目标的组织所面临的课题和机会。分析目前电池更换未获广泛利用的理由、推动电池更换最佳的车辆部门、电池更换对公共事业负荷形成的影响,特别是高使用率地区中电池更换对公共事业的商业模式影响。

建议

过去电池更换产业的低迷未反映未来机会

  • 电池更换技术的糟糕的开端并非糟糕的结局
  • 前导测试的第二波瞄准轻型车量
  • 竞争剧烈中国市场中轻型电动车制造商摸索差异化
  • 其他开发提案更多前导计画

对于目前充电技术而言电池更换的优势深具魅力,但存在相当大的课题

  • 电池更换改善了电池健康及生命周期的可视性
  • 技术提供了扩张的VGI优点
  • 电池更换可延迟输配电升级
  • 电池标准化为一大阻碍
  • 成本和可靠性为重要关心事项

车辆能源需求最少时,电池更换机会最佳

  • 微型交通提供商需思考、电动机车、人力车、低速车等轻型电动车的电池更换前导计画
  • 差异化显示了高速公路的电气机会
  • 充电服务企业需要决定电池更换如何适合商业模式
  • 公共事业应调查二次电池市场
目录
Product Code: SI-BATSW-20

Initial battery-swapping efforts during the early 2010s sought to allow battery EV (BEV) owners to quickly replace batteries, offering drivers practically unlimited driving range. However, the high cost of batteries and low number of vehicles that could access swap stations contributed to market failure. Considering current efforts by automakers and ridesharing companies, the 2010 battery-swapping approach might have been the right move at the wrong time.

Renewed interest in battery swapping has coincided with dramatic decreases in battery costs per kilowatt-hour and rapid growth in the EV market. In addition, CO emissions concerns and urban air pollution have helped bring focus to EV use, specifically in urban areas. These dynamics have provided opportunities for battery-swapping niches to emerge.

This Navigant Research, a Guidehouse company, ‘Strategy Insight ’ report gives an overview of the challenges and opportunities currently faced by organizations seeking to promote battery-swapping. It identifies market segments that offer the best prospects for fostering the nascent battery-swapping market and recommendations for decision makers. This report's findings are especially relevant to fleet managers and utility decision makers who need to determine whether battery swapping makes sense for their organizations.

Key Questions Addressed:

  • Why did battery swapping fail during a major push in the early 2010s?
  • Why is battery swapping not commonly available now?
  • Which vehicle segments are most suitable to foster battery swapping?
  • How will battery swapping likely affect utility load shapes?
  • In what ways can battery swapping affect utility business models, specifically in areas with time of use rates?
  • How can fleet managers leverage battery swapping to add value to their organizations?
  • Which types of organizations should consider partnerships to take advantage of battery-swapping opportunities?

Who Needs This Report:

  • Fleet managers
  • Utility executives
  • Automobile and bus manufacturers
  • Charging station operators
  • Two-wheel and three-wheel vehicle manufacturers
  • Investor community

Table of Contents

Spark

Context

Recommendations

The Past Lackluster Performance of the Battery-Swapping Industry Does Not Reflect Future Opportunities

  • A Bad Start Is Not a Bad Ending for Battery-Swapping Technology
  • Second-Wave Pilots Target Light Vehicles
  • Light Duty EV Makers in Highly Competitive China Seek Differentiation
  • Other Developments Suggest More Pilots Programs to Come

The Advantages of Battery Swapping over Current Charging Technologies Are Enticing, But Its Challenges Are Significant

  • Battery Swapping Offers Greater Visibility into Battery Health and Life Cycle
  • The Technology Also Offers Expanded VGI Benefits
  • Battery Swapping Could Defer Transmission and Distribution Upgrades
  • Battery Standardization Looms as a Major Hurdle
  • Cost and Reliability Pose Significant Concerns

The Opportunities for Battery Swapping Are Best Where Vehicle Energy Needs Are Least

  • Micromobility Providers Should Consider Battery-Swap Pilot Projects with Light EVs: E-scooters, Rickshaws, and Low Speed Vehicles
  • Differentiation Represents an Opportunity for Highway-Capable Electrics
  • Charging Service Companies Need to Decide How Battery Swapping Fits into Business Models
  • Utilities Should Investigate Secondary Battery Markets

List of Charts and Figures

  • Electric Two-Wheel Vehicle Sales by Region, World Markets: 2019-2030
  • NIO Battery-Swap Station at the 2019 Shanghai Auto Show
  • BAIC Battery-Swap Demonstration at the 2018 Guangzhou Auto Show
  • LED BEV Battery Pack Price Actual and Projections, World Markets: 2010-2030
  • Example Skateboard Designs