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主な事業内容 > 業界分析レポート

業界分析レポート

Industry Analysis Report

<調査ポイント>

●住宅用/業務?産業用/系統用など各分野別に蓄電池市場を詳細分析

ESS?定置用蓄電池市場における関連プレイヤーの最新動向やサプライチェーンを徹底調査

●市場環境の変化や各種政策整備に伴う、蓄電池コストの変化を長期予測

<調査対象>

アプリケーション製品           蓄電デバイス  エリア

中?大容量 UPS   PbLiBEDLCLiC         世界市場

無線基地局用バックアップ電源装置  PbLiB                      世界市場

直流電源装置(100V 系)                 Pb、LiB                      日本市場

住宅用蓄電システム                       PbLiB                      世界市場

小型蓄電システム(非系統連系タイプ)     LiB                          日本市場

ポータブル電源                           LiB                          日本市場

業務?産業用蓄電システム(300kWh 未満) PbLiBRF                 世界市場

業務?産業用蓄電システム(300kWh 以上) PbLiBNASRF           世界市場

系統用蓄電システム                       PbLiBNASRF           世界市場

再エネ(太陽光?風力)併設用蓄電システム PbLiBNASRF           世界市場

<市場の範囲>

直流電源装置、小型蓄電池システム、ポータブル電源のみ日本市場

その他は世界市場

<調査方法>

日本富士経済の調査員による、調査対象先(参入企業、関連企業など)への取材(面接、WebTEL)を基本とした情報収集を行った。特に出所の記載がない場合、富士経済調べの数値である。

<調査期間>

2024 3 月~2024 7

<目次>

A. 総括分析編

1. 世界情勢と今後の ESS?定置用蓄電池市場の将来展望 ······································································3

1) 世界情勢と今後の ESS?定置用蓄電池市場の将来展望 ······························································3

2) 分野別動向?今後の方向性···································································································3

2. ESS?定置用蓄電池分野における蓄電デバイス市場規模推移?予測 ·····················································5

1) アプリケーション製品別?蓄電デバイス市場規模推移?予測······················································5

2) 蓄電デバイスの種類別市場規模推移?予測··············································································6

3. 世界の脱炭素化の潮流とエリア別蓄電デバイス市場動向 ····································································7

1) 主要国?地域における脱炭素化目標とエリア別蓄電デバイス市場規模予測····································7

2) エリア別蓄電デバイス市場規模推移?予測およびリチウムイオン電池構成比·································8

4. 主要国?地域における蓄電池に係る主な政策?規制動向 ·································································· 14

1) 日本······························································································································· 14

2) 欧州······························································································································· 17

3) 米国······························································································································· 19

4) 中国······························································································································· 21

5) その他···························································································································· 22

5. 日本市場における再エネ普及動向と蓄電池市場の動向 ····································································· 23

1) 日本市場における再エネ普及動向························································································ 23

2) 蓄電池市場の動向············································································································· 24

6. ESS?定置用蓄電池市場における業界構造 ···················································································· 32

7. ESS?定置用蓄電池市場における供給/調達関係 ············································································· 33

1 ESS?定置用蓄電池市場におけるサプライチェーンマップ······················································· 33

2 ESS?定置用リチウムイオン電池における主要電池メーカー×システムメーカーの供給/調達関係36

8. 主要電池メーカーの動向 ············································································································ 40

1) 日系メーカー··················································································································· 40

2) 韓国系メーカー················································································································ 45

3) 中国系メーカー················································································································ 46

4) その他···························································································································· 50

9. ESS?定置用蓄電池関連の主要プレイヤーの動向 ··········································································· 51

1 PCS メーカー·················································································································· 51

2 EMS メーカー/ベンダー ···································································································· 53

3) アグリゲーター················································································································ 55

4) その他···························································································································· 57

10.ESS?定置用蓄電池の用途?使途と採用蓄電デバイスの動向 ···························································· 58

1) アプリケーション製品別蓄電デバイスの採用動向··································································· 58

2) アプリケーション製品別用途と採用電池種············································································ 59

11.ESS?定置用蓄電池のコスト分析 ································································································ 60

1 ESS?定置用蓄電池のコスト分析························································································ 60

2 ESS?定置用リチウムイオン電池の価格動向········································································· 61

3) リチウムイオン電池価格の変動··························································································· 62

4) 蓄電デバイス別コスト推移?予測(アプリケーション製品 1 台に占める電池部コスト)····· 63

12.リユース電池の定置用蓄電池への展開 ·························································································· 66

1) 主要国?エリアにおけるリユース電池関連の政策?規制·························································· 66

2) 廃車(使用済み自動車)/使用済み LiB の発生量予測 ······························································ 72

3) 定置用蓄電池向けリユース電池の市場規模予測······································································ 74

4) 主要自動車メーカーの取り組み動向····················································································· 75

5) 主要自動車メーカーとリユース/リサイクル関連企業との提携情報············································· 77

6) リユース電池×定置用蓄電池のケーススタディ······································································ 82

7) リユース電池産業の本格発展に向けた今後の課題··································································· 87

13.定置用蓄電池と次世代電池、次世代貯蔵技術の動向 ········································································ 88

1) 定置用蓄電池への採用が期待される次世代電池······································································ 88

2) 注目次世代電池種と定置用蓄電池用途での適性······································································ 89

3) 次世代電池の定置用蓄電池用途での実用化について································································ 92

4 LDESLong Duration Energy Storage)と ESS·································································· 93

B. ESS?定置用蓄電池市場編

1. 中?大容量 UPS ······················································································································· 99

2. 無線基地局用バックアップ電源装置 ··························································································· 114

3. 直流電源装置(100V 系) ········································································································ 123

4. 住宅用蓄電システム ················································································································ 131

5. 小型蓄電システム(非系統連系タイプ) ····················································································· 147

6. ポータブル電源 ······················································································································ 154

7. 業務?産業用蓄電システム(300kWh 未満)··············································································· 163

8. 業務?産業用蓄電システム(300kWh 以上)··············································································· 177

9. 系統用蓄電システム ················································································································ 193

10.再エネ(太陽光?風力)併設用蓄電システム ··············································································· 210

<共通調査項目>

.アプリケーション製品市場

1.定義?概要

2.市場規模推移?予測

3.参入企業動向

4.製品開発トレンド

.蓄電デバイス市場

1.蓄電デバイスの採用動向

1)蓄電デバイスの採用トレンド

2)リユース電池(LiB)の採用事例

3)蓄電デバイス供給/調達関係

2.蓄電デバイス容量?コスト推移

1)容量推移(対象製品 1 台あたりの蓄電容量)

2)コスト推移(対象製品 1 台に占める電池部コスト)

3.蓄電デバイス市場規模推移?予測

<発 行 日>

 2024 8 1

<価格>

CDRPDF&データ版 230,000日本円(消費税不要)

注)国際郵便代別途 10,000日本円

<発行者>

株式会社富士経済

103-0027 東京都中央区日本橋三丁目 9 1 号 日本橋三丁目スクエア

<問い合わせ先>

中聯富士経済諮詢公司