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北美电动车电池组件市场 - 区域分析：按车辆类型、电池化学成分、电芯形状、生态系统类型、组件类型、材料类型和国家/地区划分 - 分析和预测（2025-2035 年）
市场调查报告书
商品编码
1896737

北美电动车电池组件市场 - 区域分析：按车辆类型、电池化学成分、电芯形状、生态系统类型、组件类型、材料类型和国家/地区划分 - 分析和预测（2025-2035 年）

North America Electric Vehicle Battery Components Market - A Regional Analysis: Focus on Vehicle Type, Battery Chemistry, Cell Format, Ecosystem Type, Component Type, Material Type, and Country Analysis - Analysis and Forecast, 2025-2035
出版日期: | 出版商: BIS Research | 英文 171 Pages | 商品交期: 1-5个工作天内

价格

北美电动车电池组件市场透过提供外壳、汇流排、结构冲压件、温度控管系统、电池材料和管理电子设备，支持该地区向电动出行的转型，这些设备将电池化学成分转化为安全、适于道路行驶的推进力。

电动车的需求涵盖所有平台，包括两轮和三轮车、乘用车、商用卡车和巴士以及越野设备。虽然锂离子电池占据主导地位，但其应用范围涵盖多种化学体系，包括传统的铅酸电池和新兴化学体系，以及各种电池形状（圆柱形、软包、棱柱形）和材料（从铝製机壳到铜/铝汇流排以及正负极材料）。市场发展受到供应链本地化、效能和安全性快速提升以及电池组架构转变为电池到电池组和结构整合的影响。同时，政策、关税和含量限制正推动电池生产更靠近美国、加拿大和墨西哥的车辆组装。

关键市场统计数据
预测期 2025-2035
2025 年评估 154亿美元
2035 年预测 598.5亿美元
复合年增长率 14.54%

市场概览

2024年，北美电动车电池组件市场规模为131.1亿美元。在较现实的情境下，预计该市场将从2025年至2035年以14.54%的复合年增长率成长，到2035年达到598.5亿美元。这一增长反映了电动车的日益普及、对本地化电芯和组件製造的大规模投资，以及提高能量密度、降低成本和增强安全性的技术创新。从轻型车辆扩展到商用车辆和特殊/越野应用领域，进一步扩大了潜在市场规模，而更大的电池组容量也推动了单车组件用量的增加。从结构上看，整个电池堆的价值预计将随着时间的推移而增长。核心电工材料（阳极/阴极）将保持最大的市场份额，而全部区域新建超级工厂和电池组生产线的建设，外壳、汇流排、冲压结构、温度控管系统和电池管理系统（BMS）硬体的规模也将扩大。

北美电动车电池组件市场的近期影响主要体现在专案进度、电池组性能和采购经济性方面。更高的能量密度和结构整合（电芯到电池组/电芯到底底盘）使得释放的质量和体积可以重新分配到续航里程和负载容量，而模组化汇流排和散热设计则简化了组装和维护。人工智慧驱动的电池管理系统 (BMS) 和严格的散热设计提高了高充电速率下的可靠性和安全性，从而支援快速普及和车队运转率。在采购方面，IRA/USMCA 的在地采购规则以及 2024-2025 年的电芯、材料和子组件关税正在重塑选择标准。除了价格之外，原始设备製造商 (OEM) 还优先考虑国内生产基地、符合不断变化的安全标准的认证、可追溯性以及回收材料采购管道，以维持消费者税额扣抵。这些因素导致供应商名单缩减，有利于规模更大、合格更高的新参与企业，并且倾向于在车辆开发早期阶段就授予合约。这是由于电池组架构围绕标准化介面（例如符合 NACS 标准的充电埠）和检验的机壳/通风策略而趋于一致。

对产业的影响

工业基础正以前所未有的速度扩张。自2021年以来，北美地区已宣布兴建众多超级工厂、正负极工厂、隔膜生产线、箔材製造厂、机壳铸造和加工中心以及回收中心，这些工厂通常位置原始设备製造商（OEM）的组装厂。现有供应商也积极转型。压铸厂、冲压厂和线束製造商正在将产能转向电池外壳、结构托盘、迭层汇流排和高压互连连线，而材料製造商则在扩大正极前驱体和硅增强型负极的生产规模。这些投资正在将价值获取从进口转移到本地生态系统，增强抵御全球衝击的能力，并在历史上差距最为严重的中游环节培养长期发展能力。

市场区隔:

第一类：依车辆类型

  • 电动摩托车
  • 电动三轮车
  • 电动乘用车
  • 电动商用车
  • 电动越野车

电动乘用车将推动北美电动车电池组件市场（按车辆类型划分）的发展。

电动乘用车将继续主导北美电动车电池组件市场，预计市场规模将从2024年的127.797亿美元成长至2035年的558.622亿美元。这一主导地位反映了搭乘用电动车专案的广泛普及和持续扩张，其中电池组容量、外壳以及阳极负极材料占据了组件需求的大部分。同时，商用电动车预计将实现最快成长，市场规模将从2024年的1.992亿美元成长至2035年的27.587亿美元，主要得益于送货车辆、重型卡车和巴士的电气化。电动越野车也展现出巨大的成长潜力，市场规模将从2024年的3,930万美元成长至2035年的6.785亿美元，主要得益于采矿、建设业和农业领域的电气化发展。预计两轮车和三轮车市场将从小规模的基数（2024年分别为6550万美元和2620万美元）增长到2035年分别达到3.537亿美元和2.009亿美元。总而言之，这些趋势表明，虽然乘用车仍然是市场价值的基础，但成长动力正在转向零件密度更高的商用车和特殊车辆。

第二部分：依电池化学成分划分

  • 铅酸电池
  • 锂离子
  • 其他的

锂离子电池引领北美电动车电池组件市场（以电池化学成分划分）

预计锂离子电池将引领北美电动车电池组件市场，市场规模将从2024年的122.58亿美元成长至2035年的581.904亿美元。这一主导地位反映了锂离子电池在乘用车和商用电动车（EV）中的广泛应用，这得益于高镍电池化学体系提升续航里程以及磷酸锂铁（LFP）电池在成本和耐用性方面的优势。同时，铅酸电池预计将以较为温和的速度成长，从2024年的5.505亿美元成长至2035年的11.122亿美元，但其应用将仅限于辅助和低压应用。其他类别（包括新兴化学系统和传统镍氢电池）预计将从2024年的3.015亿美元成长至2035年的5.514亿美元，虽然该类别目前仍属于小众市场，但仍将是具有重要战略意义的创新领域。

分节方法 3：依细胞形状

  • 袋式电池
  • 圆柱形单元
  • 棱柱形细胞
  • 其他的

圆柱形电池引领北美电动车电池组件市场（以电池形状划分）

在北美电动车电池组件市场，圆柱形电池占据最大市场份额，预计将从2024年的63.964亿美元增长到2035年的265.262亿美元，这主要得益于製造技术的成熟和4,680型电池产能的扩张。然而，随着汽车製造商越来越多地采用单体电池和结构化电池包设计，方形电池预计将呈现最快的增长速度，从2024年的20.343亿美元增长到2035年的215.031亿美元。软包电池因其节省空间的特性，预计将继续保持其重要性，市场规模将从2024年的40.895亿美元稳步增长到2035年的103.175亿美元。其他类型的电池预计将从5.898亿美元增长到15.071亿美元，凸显了不断发展的电动车生态系统中电池形状的多样性。

第四部分：依零件类型

  • 电池仓
  • 汇流排
  • 冲压件（不含汇流排冲压件）
  • 其他（阳极和阴极）

阳极和阴极材料在北美电动车电池零件市场（按组件计）中占据最大份额。

在所有组件中，阳极负极材料是北美电动车电池组件市场中价值最大、最重要的组成部分。 2024年，该细分市场规模达114.057亿美元，预计到2035年将达到534.637亿美元，并将成为该地区供应链的基石。这些电极材料在成本结构和性能方面都发挥着至关重要的作用，并且与满足IRA（工业资源管理局）的要求密切相关，因此对于希望获得消费者奖励的原始设备製造商（OEM）而言，它们至关重要。这一快速成长反映了该地区电动车的普及规模以及锂、镍、钴和石墨等中间加工环节本地化的战略推进。

细分5：依材料类型

  • 电池机壳材料
    • 钢材
    • 铝
    • GFRP
    • 碳纤维增强塑胶（CFRP）
  • 汇流排材质
    • 库柏
    • 铝
    • 其他的
  • 其他（阳极/阴极材料、冲压件）
    • 钴
    • 锂
    • 天然石墨
    • 锰
    • 其他的

在北美电动车电池组件市场，电池外壳材料细分市场预计将从2024年的6.555亿美元增长到2035年的27.196亿美元，这主要得益于铝材的轻量化、耐腐蚀性和可回收性，预计铝材市场将从2024年的5.243亿美元增长到2035亿美元的1.57亿美元。钢材在2024年的市场规模为9,830万美元，预计到2035年将成长到3.586亿美元，继续在对强度和成本要求较高的应用中保持其重要性。复合材料，例如玻璃纤维增强复合材料（GFRP）和碳纤维增强复合材料（CFRP），在2024年的市场规模分别为1980万美元和1310万美元，预计到2035年将分别增长到1.125亿美元和9270万美元，这些材料在先进的电池外壳中具有隔热和轻量化和轻量化的电池外壳中具有隔热和轻量化。

第六部分：依国家划分

  • 美国
  • 加拿大
  • 墨西哥

美国在北美电动车电池零件市场（按国家/地区划分）保持主导地位。

预计美国仍将是北美最大、最具影响力的电动车电池零件市场。 2024年，美国市场规模预计将达到131.74亿美元，到2035年将成长至532.7亿美元，巩固了其在北美电气化策略中的核心地位。这一增长得益于美国本土企业和国际合资企业的大规模超级工厂投资，以及《通货膨胀控制法案》（IRA）的强有力政策支持。与在地采购、含量限制和回收整合相关的激励措施，正鼓励整车製造商（OEM）和一级供应商将其供应链的关键环节转移到美国。

需求——驱动因素、限制因素和机会

市场需求驱动因素：快速电气化、政策支援与在地化

北美电动车电池组件市场正经历快速成长，这主要得益于技术、监管和策略等多方面因素的共同作用。其中，乘用车快速电气化是关键驱动因素之一，其大规模的产量和成熟的专案持续支撑着市场。此外，商用车（尤其是货车、巴士和重型卡车）的快速普及也进一步推动了这项需求。这些车辆采用更大容量的电池组，从而带动了对电池外壳、汇流排和高价值电极材料的需求。

政府政策也是需求的关键驱动因素。美国《通货膨胀控制法案》（IRA）透过与国产化率、关键矿产和回收税额扣抵，为消费者和製造商提供了强有力的奖励。这些措施，加上美墨加协定（USMCA）的原产地规则以及对进口电池和材料的关税，正在鼓励对区域化供应链进行大规模投资。在加拿大，关键矿产策略和正阳极计划正在协调汽车製造商的电动车生产工作，而墨西哥融入区域组装网路则为本地电池组和零件製造创造了新的机会。

市场挑战－供应链限制、认证瓶颈、政策不确定性

儘管发展势头强劲，但北美电动车电池零件市场仍面临结构性和营运性挑战，这些挑战可能会限制其成长，主要原因是该地区持续依赖进口关键矿物和中间材料，例如加工后的锂、镍和石墨。虽然美国和加拿大正在推进新计画，但提高采矿、提炼和加工能力需要数年时间，这使得该地区容易受到价格波动和地缘政治风险的影响。

生产扩张的瓶颈也带来了重大挑战。电极加工、冲压和铸造设备的安装前置作业时间可能长达18至24个月，而熟练劳动力短缺，尤其是在先进製造、材料科学和品管，增加了生产计画延误的风险。汽车製造商的认证要求以及对不断变化的标准（例如UL、SAE和FMVSS的更新）的监管合规性进一步延长了研发週期，使得产品上市时间成为新参与企业面临的主要阻碍因素。政策的不确定性进一步加剧了这些挑战。儘管《通货膨胀控制法案》（IRA）和《美国-墨西哥-加拿大协定》（USMCA）下的激励措施提供了强有力的推动力，但未来政治领导人和贸易政策的变化可能会改变税额扣抵合格、采购要求和关税结构。这使得供应商为数十亿美元的资本投资进行规划变得更加复杂。

市场机会－先进材料、回收、区域整合

儘管面临诸多挑战，北美电动车电池组件市场仍蕴藏丰富的机会。铝、复合材料（玻璃纤维增强复合材料、碳纤维增强复合材料）和层压汇流排等轻质高强度材料正在为电池外壳和互连件开闢新的差异化途径。这些创新直接助力汽车製造商实现续航里程、安全性和成本竞争力目标，同时推动电池结构设计的转型。儘早投资于这些技术的供应商将在不断发展的价值链中占据有利地位。

回收和资源再生也蕴藏着巨大的机会。超级工厂的快速扩张导致生产废弃物和废弃旧电池的产生量不断增加。能够回收锂、钴、镍和石墨的设施不仅可以减少对环境的影响，还能提供可靠的二次资源，帮助汽车製造商满足工业回收计划 (IRA) 的信贷合格要求。因此，将回收融入营运的企业能够与整车製造商 (OEM) 建立长期伙伴关係，并降低原料采购风险。

产品/创新策略 - 本报告将化学技术蓝图和封装设计演变与对外壳、汇流排材料、冲压件和电极材料等组件的影响联繫起来，使研发团队能够将设计检验、可製造性和安全合规性与电池到封装和结构架构的过渡保持一致。

成长与行销策略－北美电动车电池零件市场为现有汽车零件供应商和新参与企业都提供了巨大的成长机会。各公司正采取多种策略，包括併购、合资和区域产能扩张，以支持美国、加拿大和墨西哥超级工厂和电动车生产设施的快速扩张。原始设备製造商 (OEM)、一级供应商和材料专家之间的策略联盟在确保在地采购订单链、使零件符合《工业关係法》(IRA) 和《美墨加协定》(USMCA) 的规定以及赢得长期专案方面发挥着核心作用。

竞争策略－本报告分析了北美电动车电池组件市场的主要企业，包括麦格纳（Magna）、尼马克（Nemak）、德纳（Dana）、安波福（Aptiv）、安费诺（Amphenol）、美德（Methode）和英特普莱克斯（Interplex），以及材料专家，例如雅木宝可宝特、宝红木材料、宝红木材料）。全面的竞争格局分析揭示了供应商如何透过製程能力、区域扩张、回收整合以及满足IRA/USMCA在在地采购要求来实现差异化竞争。

调查方法

数据预测和建模因素

  • 北美电动车电池零件市场分析的基础货币为美元（USD）。除美元以外的其他货币均按年度平均汇率转换为美元，用于所有统计计算。
  • 货币兑换率以 Oanda 网站的历史外汇为准。
  • 本研究已考虑了 2021 年 1 月至 2024 年 3 月期间的几乎所有最新趋势。
  • 本报告中所呈现的资讯是深入的一手访谈、调查和二手分析的结果。
  • 在缺乏相关资讯的情况下，采用替代指标和外推法。
  • 市场估计和预测并未考虑未来的景气衰退。
  • 预计在预测期内，目前使用的技术将继续沿用，不会出现任何重大的技术突破。

市场估计和预测

本研究利用了广泛的二手资料，包括权威出版物、知名作者的报导、白皮书、公司年报、名录和关键资料库，以收集有用且有效的信息，从而对北美电动汽车电池组件市场进行全面、技术性、市场导向性和商业性的二级资讯来源。市场工程流程包括市场统计数据的计算、市场规模估算、市场预测、市场分析和数据三角验证（下文将讨论处理这些定量数据的方法）。此外，还进行了初步研究，以收集和检验有关市场细分类型和主要市场参与者行业趋势的市场数据。

目录

执行摘要

第一章 市场：产业展望

  • 趋势：现况及未来影响评估
  • 供应链概览
  • 研发评论
  • 监管状态
  • 关税影响分析
  • 北美分析
  • 市场动态概述

第二章 应用

  • 使用情况概述
  • 北美电动车 (EV) 电池组件市场（按车辆类型划分）
    • 电动摩托车
    • 电动三轮车
    • 电动乘用车
    • 电动商用车
    • 电动越野车
  • 北美电动车 (EV) 电池组件市场（按电池化学成分划分）
    • 铅酸电池
    • 锂离子
    • 其他的
  • 北美电动车 (EV) 电池组件市场（按电池形状划分）
    • 袋式电池
    • 圆柱形单元
    • 棱柱形细胞
    • 其他的

第三章 产品

  • 产品概述
  • 北美电动车电池组件市场（按组件划分）
    • 电池仓
    • 汇流排
    • 冲压件（不含汇流排冲压件）
    • 其他（阳极和阴极）
  • 北美电动车 (EV) 电池组件市场（按材料类型划分）
    • 电池外壳材料
    • 汇流排材料
    • 其他（阳极/阴极材料和冲压件）

第四章 区域

  • 区域概况
  • 北美：驾驶员与约束系统
  • 美国
  • 加拿大
  • 墨西哥

第五章 市场－竞争格局与公司概况

  • 未来展望
  • 地理评估
  • 竞争性标竿分析
    • 主要企业的竞争优势与市场差异化因素
    • 主要企业之间有哪些供应商关係？
    • 主要电动车（EV）电池组件供应商/製造商名单
  • 公司简介
    • Magna International Inc.
    • Eaton Corporation plc
    • The Electric Materials Company (TEMCO)
    • Methode Power Solutions Group (Methode Electronics, Inc.)
    • Aptiv Plc
    • Amphenol Corporation
    • Weiss-Aug Group
    • Perfection Spring & Stamping Corp.
    • Standard Die International, Inc
    • Nemak
    • Interplex PLC
    • Dana Incorporated
    • Albemarle Corporation
    • Umicore NV
    • Redwood Materials

第六章调查方法

Product Code: AME3485SA

This report can be delivered within 1 working day.

Introduction of the North America Electric Vehicle Battery Components Market

The North America electric vehicle battery components market underpins the region's transition to electrified mobility by supplying the housings, busbars, stamped structures, thermal systems, cell materials, and management electronics that convert cell chemistry into safe, road-ready propulsion. Demand spans the full spectrum of EV platforms, including two- and three-wheelers, passenger cars, commercial trucks and buses, and off-road equipment, and cuts across multiple chemistry families, covering lithium-ion dominant, with legacy lead-acid and emerging chemistries, cell formats (cylindrical, pouch, prismatic), and materials (aluminum housings to copper/aluminum busbars and anode/cathode inputs). The market's evolution is shaped by localization of supply chains, rapid advances in performance and safety, and pack-level architecture shifts toward cell-to-pack and structural integration, all while policy, tariffs, and content rules push production closer to vehicle assembly across the U.S., Canada, and Mexico.

KEY MARKET STATISTICS
Forecast Period2025 - 2035
2025 Evaluation$15.40 Billion
2035 Forecast$59.85 Billion
CAGR14.54%

Market Introduction

In 2024, the North America electric vehicle battery components market totaled $13.11 billion. Under the realistic scenario, the market is projected to reach $59.85 billion by 2035, supported by a 14.54% CAGR (2025-2035). Growth reflects surging EV adoption, large-scale investment in localized cell and component manufacturing, and technology improvements that increase energy density, reduce cost, and raise safety margins. Segment expansion beyond light-duty vehicles into commercial fleets and specialty/off-road applications further broadens the addressable base, with larger pack sizes amplifying component intensity per vehicle. Structurally, value increase over a period of time across the stack; core electro-materials (anode/cathode) remain the largest slice, while housings, busbars, stamped structures, thermal systems, and BMS hardware scale alongside new gigafactories and pack lines across the region.

The North America electric vehicle battery components market near-term impact is most visible in program cadence, pack performance, and procurement economics. Higher energy density and structural integration (cell-to-pack/cell-to-chassis) free mass and volume that can be redeployed to range or payload, while modular busbar and thermal designs simplify assembly and service. AI-enabled BMS and tighter thermal envelopes improve availability and safety at higher charge rates, supporting faster commissioning and fleet uptime. For procurement, IRA/USMCA content rules and 2024-2025 tariff actions on cells, materials, and sub-assemblies are reshaping award criteria; alongside price, OEMs emphasize domestic footprint, certification against evolving safety standards, traceability, and recycled content pathways to preserve consumer credit eligibility. These forces shorten supplier lists, favor scale players and qualified new entrants, and move award timing earlier in vehicle development as pack architectures converge around standardized interfaces (e.g., NACS-aligned charge ports) and validated enclosure/venting strategies.

Industrial Impact

The industrial footprint is expanding at unprecedented speed. Since 2021, North America has announced scores of gigafactories, cathode/anode plants, separator lines, foil facilities, enclosure casting and machining sites, and recycling hubs, often co-located with OEM assembly campuses. Legacy suppliers are pivoting aggressively; die-casters, stampers, and wiring specialists are retooling into battery housings, structural trays, laminated busbars, and high-voltage interconnects, while materials firms scale cathode precursors and silicon-enhanced anodes. This investment realigns value capture from imports toward regional ecosystems, builds resiliency against global shocks, and seeds long-term capability in midstream processes where historic gaps were most acute.

Market Segmentation:

Segmentation 1: by Vehicle Type

  • Electric Two-Wheeler
  • Electric Three-Wheeler
  • Electric Passenger Vehicles
  • Electric Commercial Vehicles
  • Electric Off-Road Vehicles

Electric Passenger Vehicles to Dominate the North America Electric Vehicle Battery Components Market (by Vehicle Type)

In the North America electric vehicle battery components market, electric passenger vehicles are projected to remain the dominant segment, growing from $12,779.7 million in 2024 to $55,862.2 million by 2035. This dominance reflects the large installed base and ongoing expansion of passenger EV programs, where pack sizes, housings, and anode/cathode content account for the bulk of component demand. Meanwhile, electric commercial vehicles are anticipated to post the fastest growth, expanding from $199.2 million in 2024 to $2,758.7 million by 2035, driven by the electrification of delivery fleets, heavy trucks, and buses. Electric off-road vehicles also show outsized growth potential, rising from $39.3 million in 2024 to $678.5 million by 2035 as mining, construction, and agricultural sectors pursue electrification. Two- and three-wheelers expected to grow from smaller bases ($65.5 million and $26.2 million in 2024) but will likely expand to $353.7 million and $200.9 million, respectively, by 2035. Together, these trends show that while passenger vehicles anchor market value, growth momentum is shifting toward commercial and specialty applications with higher component intensity.

Segmentation 2: by Battery Chemistry

  • Lead Acid
  • Lithium-Ion
  • Others

Lithium-Ion to Lead the North America Electric Vehicle Battery Components Market (by Battery Chemistry)

The lithium-ion segment is projected to dominate the North America electric vehicle battery components market, expanding from $12,258.0 million in 2024 to $58,190.4 million by 2035. Its leadership reflects broad adoption across passenger and commercial EVs, supported by both high-nickel chemistries for range and lithium-iron-phosphate (LFP) for cost and durability. In contrast, lead-acid batteries are projected to grow modestly from $550.5 million in 2024 to $1,112.2 million by 2035, largely limited to auxiliary and low-voltage applications. The others category (including emerging chemistries and legacy NiMH) is expected to rise from $301.5 million in 2024 to $551.4 million by 2035, remaining niche but strategically important for innovation.

Segmentation 3: by Cell Format

  • Pouch Cell
  • Cylindrical Cell
  • Prismatic Cell
  • Others

Cylindrical Cell to Dominate the North America Electric Vehicle Battery Components Market (by Cell Format)

Cylindrical cells hold the largest market share in the North America electric vehicle battery components market, growing from $6,396.4 million in 2024 to $26,526.2 million by 2035, supported by deep manufacturing maturity and scaling of 4680-class production. Prismatic cells, however, are projected to experience the fastest growth, rising from $2,034.3 million in 2024 to $21,503.1 million by 2035, as automakers increasingly adopt cell-to-pack and structural pack designs. Pouch cells are expected to expand steadily from $4,089.5 million in 2024 to $10,317.5 million by 2035, maintaining relevance in space-efficient architectures. The others category expected to grow from $589.8 million to $1,507.1 million, underscoring the diversity of form factors in the evolving EV ecosystem.

Segmentation 4: by Component

  • Battery Housing
  • Busbars
  • Stamping Components (Excluding Busbar Stamping)
  • Others (Anode and Cathode)

Anode and Cathode Materials to Dominate the North America Electric Vehicle Battery Components Market (by Component)

Among all components, anode and cathode materials represent by far the largest and most critical value pool in the North America electric vehicle battery components market. In 2024, this segment accounted for $11,405.7 million, and it is projected to reach $53,463.7 million by 2035, making it the backbone of the regional supply chain. These electrode materials are fundamental to both cost structure and performance, and they are closely tied to compliance with IRA requirements, making them essential for OEMs aiming to qualify vehicles for consumer incentives. The sharp growth reflects the scale of EV deployment in the region and the strategic push to localize midstream processing of lithium, nickel, cobalt, and graphite.

Segmentation 5: by Material Type

  • Battery Housing Materials
    • Steel
    • Aluminum
    • GFRP
    • CFRP
  • Busbar Materials
    • Cooper
    • Aluminum
    • Others
  • Others (Anode and Cathode Materials and Stamping Components)
    • Cobalt
    • Lithium
    • Natural Graphite
    • Manganese
    • Others

The battery housing materials segment is expected to grow from $655.5 million in 2024 to $2,719.6 million by 2035 in the North America electric vehicle battery components market, led by aluminum, which expanded from $524.3 million to $2,155.7 million, supported by lightweighting, corrosion resistance, and recyclability. Steel contributed $98.3 million in 2024 and is expected to grow $358.6 million by 2035, retaining importance in rugged, cost-sensitive applications. Composites such as GFRP and CFRP, scaled from $19.8 million and $13.1 million in 2024, are expected to grow $112.5 million and $92.7 million by 2035, respectively, offering thermal and weight advantages in advanced housings.

Segmentation 6: by Country

  • U.S.
  • Canada
  • Mexico

U.S. to Dominate the North America Electric Vehicle Battery Components Market (by Country)

The U.S. is projected to remain the largest and most influential market within North America electric vehicle battery components market. In 2024, the U.S. accounted for $13,107.4 million, and by 2035, this figure is forecasted to rise to $53,270.0 million, underscoring its central role in the region's electrification strategy. This growth is anchored by large-scale gigafactory investments from both domestic players and international joint ventures, coupled with strong policy support under the Inflation Reduction Act (IRA). Incentives tied to local sourcing, content rules, and recycling integration have incentivized OEMs and Tier 1 suppliers to localize critical parts of their supply chains in the U.S.

Demand: Drivers, Limitations, and Opportunities

Market Demand Drivers: Rapid Electrification, Policy Support, and Localization

The North America electric vehicle battery components market is experiencing strong demand growth, driven by a convergence of technological, regulatory, and strategic factors. One of the primary drivers is the rapid electrification of passenger vehicles, which continues to anchor the market with large-scale volumes and well-established programs. This demand is being reinforced by the accelerated adoption of commercial fleets, particularly delivery vans, buses, and heavy trucks, where larger battery packs amplify demand for housings, busbars, and high-value electrode materials.

Government policy is another key demand driver. The U.S. Inflation Reduction Act (IRA) has created powerful incentives for both consumers and manufacturers, with credits tied directly to domestic content, critical minerals, and recycling. These measures, combined with USMCA rules of origin and additional tariffs on imported cells and materials, are catalyzing large-scale investment in localized supply chains. In Canada, critical minerals strategies and cathode/anode projects are aligning with automaker commitments to EV production, while Mexico's integration into regional assembly networks is unlocking new opportunities for localized pack and component manufacturing.

Market Challenges: Supply Chain Constraints, Qualification Bottlenecks, and Policy Uncertainty

Despite strong momentum, the North America electric vehicle battery components market faces structural and operational challenges that could constrain growth. Chief among these is the persistent reliance on imported critical minerals and midstream materials such as processed lithium, nickel, and graphite. While new projects are underway in the U.S. and Canada, the ramp-up of mining, refining, and processing capacity will take years, leaving the region exposed to price volatility and geopolitical risks.

Scale-up bottlenecks also represent a significant challenge. Equipment lead times for electrode processing, stamping, and casting can stretch to 18-24 months, while a shortage of skilled labor, particularly in advanced manufacturing, materials science, and quality control, risks slowing production schedules. Qualification requirements for automakers and regulatory compliance with evolving standards (e.g., UL, SAE, FMVSS updates) further lengthen development cycles, making time-to-market a key constraint for new entrants. Policy uncertainty compounds these challenges. While IRA and USMCA incentives are strong catalysts, future changes in political leadership or trade policy could alter credit eligibility, sourcing requirements, or tariff structures. This creates planning complexity for suppliers making multi-billion-dollar capital commitments.

Market Opportunities: Advanced Materials, Recycling, and Regional Integration

Despite these challenges, the market is rich with opportunities in North America electric vehicle battery components market. Lightweight and high-strength materials, such as aluminum, composites (GFRP, CFRP), and laminated busbars, are creating new avenues for differentiation in housings and interconnects. These innovations directly support automaker targets for range, safety, and cost competitiveness, while also enabling the transition to structural battery designs. Suppliers who invest early in these technologies can capture premium positions in the evolving value chain.

Recycling and resource recovery represent another major opportunity. The rapid scaling of gigafactories is creating a growing stream of manufacturing scrap and, eventually, end-of-life batteries. Facilities capable of recovering lithium, cobalt, nickel, and graphite will not only reduce environmental impact but also provide reliable secondary supply streams that help automakers meet IRA credit eligibility requirements. Companies integrating recycling into their operations can therefore secure long-term partnerships with OEMs and mitigate raw.

How can this report add value to an organization?

Product/Innovation Strategy: The report links chemistry roadmaps and pack design evolution to component implications, covering housings, busbar materials, stamping parts, and electrode inputs. It helps R&D teams align design validation, manufacturability, and safety compliance with the shift toward cell-to-pack and structural architectures.

Growth/Marketing Strategy: The North America electric vehicle battery components market presents substantial growth opportunities for both established automotive suppliers and new entrants. Companies are pursuing a mix of strategies, including mergers and acquisitions, joint ventures, and regional capacity expansion to align with the rapid build-out of gigafactories and EV production facilities across the U.S., Canada, and Mexico. Strategic collaborations between OEMs, Tier 1 suppliers, and material specialists are central to securing local supply chains, qualifying components under IRA and USMCA rules, and ensuring long-term program wins.

Competitive Strategy: The report profiles leading players in the North America electric vehicle battery components market, including Magna, Nemak, Dana, Aptiv, Amphenol, Methode, and Interplex, alongside materials specialists such as Albemarle, Umicore, and Redwood Materials. A comprehensive competitive landscape analysis highlights how suppliers are differentiating through process capabilities, regional footprints, recycling integration, and compliance with IRA/USMCA content requirements.

Research Methodology

Factors for Data Prediction and Modelling

  • The base currency considered for North America electric vehicle battery components market analysis is US$. Currencies other than the US$ have been converted to the US$ for all statistical calculations, considering the average conversion rate for that particular year.
  • The currency conversion rate has been taken from the historical exchange rate of the Oanda website.
  • Nearly all the recent developments from January 2021 to March 2024 have been considered in this research study.
  • The information rendered in the report is a result of in-depth primary interviews, surveys, and secondary analysis.
  • Where relevant information was not available, proxy indicators and extrapolation were employed.
  • Any economic downturn in the future has not been taken into consideration for the market estimation and forecast.
  • Technologies currently used are expected to persist through the forecast with no major technological breakthroughs.

Market Estimation and Forecast

This research study involves the usage of extensive secondary sources, such as certified publications, articles from recognized authors, white papers, annual reports of companies, directories, and major databases to collect useful and effective information for an extensive, technical, market-oriented, and commercial study of North America electric vehicle battery components market. The market engineering process involves the calculation of the market statistics, market size estimation, market forecast, market crackdown, and data triangulation (the methodology for such quantitative data processes has been explained in further sections). The primary research study has been undertaken to gather information and validate the market numbers for segmentation types and industry trends of the key players in the market.

Primary Research

The primary sources involve industry experts from the North America electric vehicle battery components market and various stakeholders in the ecosystem. Respondents such as CEOs, vice presidents, marketing directors, and technology and innovation directors have been interviewed to obtain and verify both qualitative and quantitative aspects of this research study.

The key data points taken from primary sources include:

  • validation and triangulation of all the numbers and graphs
  • validation of report segmentations and key qualitative findings
  • understanding the competitive landscape
  • validation of the numbers of various markets for the market type
  • percentage split of individual markets for geographical analysis

Secondary Research

This research study involves the usage of extensive secondary research, directories, company websites, and annual reports. It also makes use of databases, such as Hoovers, Bloomberg, Businessweek, and Factiva, to collect useful and effective information for an extensive, technical, market-oriented, and commercial study of the global market. In addition to the data sources, the study has been undertaken with the help of other data sources and websites, such as the Census Bureau, OICA, and ACEA.

Secondary research has been done to obtain crucial information about the industry's value chain, revenue models, the market's monetary chain, the total pool of key players, and the current and potential use cases and applications.

The key data points taken from secondary research include:

  • segmentations and percentage shares
  • data for market value
  • key industry trends of the top players in the market
  • qualitative insights into various aspects of the market, key trends, and emerging areas of innovation
  • quantitative data for mathematical and statistical calculations

Table of Contents

Executive Summary

Scope and Definition

1 Market: Industry Outlook

  • 1.1 Trends: Current and Future Impact Assessment
    • 1.1.1 Investment Momentum and Supply Chain Localization across North America
    • 1.1.2 Advances in Battery Technology with Respect to Performance, Safety, and Cost Optimization
    • 1.1.3 Battery Pack Design Evolution in Terms of Cell-to-Pack and Structural Integration
  • 1.2 Supply Chain Overview
    • 1.2.1 Key Manufacturers and Suppliers
    • 1.2.2 Challenges in the Supply Chain
    • 1.2.3 Value Chain Analysis
  • 1.3 Research and Development Review
    • 1.3.1 Patent Filing Trend by Country and by Company
  • 1.4 Regulatory Landscape
  • 1.5 Impact Analysis of Tariff
    • 1.5.1 Effects on Manufacturing
    • 1.5.2 Supply Chain Shifts
    • 1.5.3 Pricing Impacts
    • 1.5.4 Investment Trends
  • 1.6 North America Analysis
    • 1.6.1 Impact of New EV Charging Standards (e.g., NACS, UL Standards) on Battery Housing
    • 1.6.2 Federal Initiatives and Policies Impacting EV Battery Housing
    • 1.6.3 Incentives for EV Manufacturing (e.g., Tax Credits)
    • 1.6.4 U.S. Battery Recycling Policy
    • 1.6.5 Battery Management and Environmental Standards (RCRA)
    • 1.6.6 Analysis of U.S. Government Incentives and their Effect on Battery Housing Pricing
  • 1.7 Market Dynamics Overview
    • 1.7.1 Market Drivers
      • 1.7.1.1 Surging EV Adoption and Government Mandates
      • 1.7.1.2 Expansion into Commercial and Specialty EV Segments (Beyond Light-Duty Vehicles)
      • 1.7.1.3 Technological Improvements and Battery Cost Decline
    • 1.7.2 Market Challenges
      • 1.7.2.1 Dependence on Imported Materials and Components
      • 1.7.2.2 Scale-Up Bottlenecks and Technology Transfer Challenges
    • 1.7.3 Market Opportunities
      • 1.7.3.1 Lightweight Composite Enclosures and Advanced Materials Innovation
      • 1.7.3.2 Battery Recycling and Resource Recovery Ecosystem
      • 1.7.3.3 Transition of Legacy Auto Suppliers into the EV Battery Component Space

2 Application

  • 2.1 Application Summary
  • 2.2 North America Electric Vehicle (EV) Battery Components Market (by Vehicle Type)
    • 2.2.1 Electric Two-Wheeler
    • 2.2.2 Electric Three-Wheeler
    • 2.2.3 Electric Passenger Vehicles
    • 2.2.4 Electric Commercial Vehicles
    • 2.2.5 Electric Off-Road Vehicles
  • 2.3 North America Electric Vehicle (EV) Battery Components Market (by Battery Chemistry)
    • 2.3.1 Lead Acid
    • 2.3.2 Lithium-Ion
    • 2.3.3 Others
  • 2.4 North America Electric Vehicle (EV) Battery Components Market (by Cell Format)
    • 2.4.1 Pouch Cell
    • 2.4.2 Cylindrical Cell
    • 2.4.3 Prismatic Cell
    • 2.4.4 Others

3 Products

  • 3.1 Product Summary
  • 3.2 North America Electric Vehicle (EV) Battery Components Market (by Component)
    • 3.2.1 Battery Housing
    • 3.2.2 Busbars
    • 3.2.3 Stamping Components (excluding Busbar Stamping)
    • 3.2.4 Others (Anode and Cathode)
  • 3.3 North America Electric Vehicle (EV) Battery Components Market (by Material Type)
    • 3.3.1 Battery Housing Materials
      • 3.3.1.1 Steel
      • 3.3.1.2 Aluminum
      • 3.3.1.3 Glass Fiber Reinforced Plastics (GFRP)
      • 3.3.1.4 Carbon Fiber Reinforced Polymer (CFRP)
    • 3.3.2 Busbar Materials
      • 3.3.2.1 Copper
      • 3.3.2.2 Aluminum
      • 3.3.2.3 Others
    • 3.3.3 Others (Anode and Cathode Materials and Stamping Components)
      • 3.3.3.1 Cobalt
      • 3.3.3.2 Lithium
      • 3.3.3.3 Natural Graphite
      • 3.3.3.4 Manganese
      • 3.3.3.5 Others

4 Region

  • 4.1 Region Summary
  • 4.2 North America: Drivers and Restraints
  • 4.3 U.S.
    • 4.3.1 Country Overview
      • 4.3.1.1 List of Key Suppliers/Manufacturers of EV Battery Components
      • 4.3.1.2 Driving Factors for Market Growth
      • 4.3.1.3 Factors Challenging the Market
    • 4.3.2 Application
    • 4.3.3 Product
  • 4.4 Canada
    • 4.4.1 Country Overview
      • 4.4.1.1 List of Key Suppliers/Manufacturers of EV Battery Components
      • 4.4.1.2 Driving Factors for Market Growth
      • 4.4.1.3 Factors Challenging the Market
    • 4.4.2 Application
    • 4.4.3 Product
  • 4.5 Mexico
    • 4.5.1 Country Overview
      • 4.5.1.1 List of Key Suppliers/Manufacturers of EV Battery Components
      • 4.5.1.2 Driving Factors for Market Growth
      • 4.5.1.3 Factors Challenging the Market
    • 4.5.2 Application
    • 4.5.3 Product

5 Markets - Competitive Landscape and Company Profiles

  • 5.1 Next Frontiers
  • 5.2 Geographic Assessment
    • 5.2.1 Market Share Analysis for Leading 10-15 Companies
    • 5.2.2 Strategic Initiatives (Partnerships, Acquisitions, and Product Launches), January 2021 - July 2025
  • 5.3 Competitor Benchmarking
    • 5.3.1 Competitive Advantages and Market Differentiators for Leading Companies
    • 5.3.2 Who Supplies to Whom for Leading Companies
    • 5.3.3 List of Key Electric Vehicle (EV) Battery Component Suppliers/ Manufacturers
  • 5.4 Company Profiles
    • 5.4.1 Magna International Inc.
      • 5.4.1.1 Overview
      • 5.4.1.2 Top Projects/Project Portfolio
      • 5.4.1.3 Top Competitors
      • 5.4.1.4 Partners
      • 5.4.1.5 Key Personnel
      • 5.4.1.6 Analyst View
      • 5.4.1.7 Market Share
    • 5.4.2 Eaton Corporation plc
      • 5.4.2.1 Overview
      • 5.4.2.2 Top Projects/Project Portfolio
      • 5.4.2.3 Top Competitors
      • 5.4.2.4 Partners
      • 5.4.2.5 Key Personnel
      • 5.4.2.6 Analyst View
      • 5.4.2.7 Market Share
    • 5.4.3 The Electric Materials Company (TEMCO)
      • 5.4.3.1 Overview
      • 5.4.3.2 Top Projects/Project Portfolio
      • 5.4.3.3 Top Competitors
      • 5.4.3.4 Partners
      • 5.4.3.5 Key Personnel
      • 5.4.3.6 Analyst View
      • 5.4.3.7 Market Share
    • 5.4.4 Methode Power Solutions Group (Methode Electronics, Inc.)
      • 5.4.4.1 Overview
      • 5.4.4.2 Top Projects/Project Portfolio
      • 5.4.4.3 Top Competitors
      • 5.4.4.4 Partners
      • 5.4.4.5 Key Personnel
      • 5.4.4.6 Analyst View
      • 5.4.4.7 Market Share
    • 5.4.5 Aptiv Plc
      • 5.4.5.1 Overview
      • 5.4.5.2 Top Projects/Project Portfolio
      • 5.4.5.3 Top Competitors
      • 5.4.5.4 Partners
      • 5.4.5.5 Key Personnel
      • 5.4.5.6 Analyst View
      • 5.4.5.7 Market Share
    • 5.4.6 Amphenol Corporation
      • 5.4.6.1 Overview
      • 5.4.6.2 Top Projects/Project Portfolio
      • 5.4.6.3 Top Competitors
      • 5.4.6.4 Partners
      • 5.4.6.5 Key Personnel
      • 5.4.6.6 Analyst View
      • 5.4.6.7 Market Share
    • 5.4.7 Weiss-Aug Group
      • 5.4.7.1 Overview
      • 5.4.7.2 Top Projects/Project Portfolio
      • 5.4.7.3 Top Competitors
      • 5.4.7.4 Partners
      • 5.4.7.5 Key Personnel
      • 5.4.7.6 Analyst View
      • 5.4.7.7 Market Share
    • 5.4.8 Perfection Spring & Stamping Corp.
      • 5.4.8.1 Overview
      • 5.4.8.2 Top Projects/Project Portfolio
      • 5.4.8.3 Top Competitors
      • 5.4.8.4 Partners
      • 5.4.8.5 Key Personnel
      • 5.4.8.6 Analyst View
      • 5.4.8.7 Market Share
    • 5.4.9 Standard Die International, Inc
      • 5.4.9.1 Overview
      • 5.4.9.2 Top Projects/Project Portfolio
      • 5.4.9.3 Top Competitors
      • 5.4.9.4 Partners
      • 5.4.9.5 Key Personnel
      • 5.4.9.6 Analyst View
      • 5.4.9.7 Market Share
    • 5.4.10 Nemak
      • 5.4.10.1 Overview
      • 5.4.10.2 Top Projects/Project Portfolio
      • 5.4.10.3 Top Competitors
      • 5.4.10.4 Partners
      • 5.4.10.5 Key Personnel
      • 5.4.10.6 Analyst View
      • 5.4.10.7 Market Share
    • 5.4.11 Interplex PLC
      • 5.4.11.1 Overview
      • 5.4.11.2 Top Projects/Project Portfolio
      • 5.4.11.3 Top Competitors
      • 5.4.11.4 Partners
      • 5.4.11.5 Key Personnel
      • 5.4.11.6 Analyst View
      • 5.4.11.7 Market Share
    • 5.4.12 Dana Incorporated
      • 5.4.12.1 Overview
      • 5.4.12.2 Top Projects/Project Portfolio
      • 5.4.12.3 Top Competitors
      • 5.4.12.4 Partners
      • 5.4.12.5 Key Personnel
      • 5.4.12.6 Analyst View
      • 5.4.12.7 Market Share
    • 5.4.13 Albemarle Corporation
      • 5.4.13.1 Overview
      • 5.4.13.2 Top Projects/Project Portfolio
      • 5.4.13.3 Top Competitors
      • 5.4.13.4 Partners
      • 5.4.13.5 Key Personnel
      • 5.4.13.6 Analyst View
      • 5.4.13.7 Market Share
    • 5.4.14 Umicore N.V.
      • 5.4.14.1 Overview
      • 5.4.14.2 Top Projects/Project Portfolio
      • 5.4.14.3 Top Competitors
      • 5.4.14.4 Partners
      • 5.4.14.5 Key Personnel
      • 5.4.14.6 Analyst View
      • 5.4.14.7 Market Share
    • 5.4.15 Redwood Materials
      • 5.4.15.1 Overview
      • 5.4.15.2 Top Projects/Project Portfolio
      • 5.4.15.3 Top Competitors
      • 5.4.15.4 Partners
      • 5.4.15.5 Key Personnel
      • 5.4.15.6 Analyst View
      • 5.4.15.7 Market Share

6 Research Methodology

  • 6.1 Data Sources
    • 6.1.1 Primary Data Sources
    • 6.1.2 Secondary Data Sources
    • 6.1.3 Data Triangulation
  • 6.2 Market Estimation and Forecast

List of Figures

  • Figure 1: North America Electric Vehicle Battery Components Market (by Scenario), $Million, 2025, 2030, and 2035
  • Figure 2: North America Electric Vehicle Battery Components Market, 2024 and 2035
  • Figure 3: Countries, North America Electric Vehicle Battery Components Market, $Million, 2024
  • Figure 4: North America Market Snapshot, 2024
  • Figure 5: North America Electric Vehicle Battery Components Market, $Million, 2024 and 2035
  • Figure 6: North America Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024, 2030, and 2035
  • Figure 7: North America Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024, 2030, and 2035
  • Figure 8: North America Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024, 2030, and 2035
  • Figure 9: North America Electric Vehicle Battery Components Market (by Component), $Million, 2024, 2030, and 2035
  • Figure 10: North America Electric Vehicle Battery Components Market (by Material), $Million, 2024, 2030, and 2035
  • Figure 11: North America Electric Vehicle Battery Components Market Segmentation
  • Figure 12: Patent Analysis (by Country and Company), January 2022-December 2024
  • Figure 13: Patent Analysis (by Company), January 2022-December 2024
  • Figure 14: North America Electric Vehicle Battery Components Market, by Vehicle Type, $Million, 2024, 2030, and 2035
  • Figure 15: North America Electric Vehicle Battery Components Market, by Battery Chemistry, $Million, 2024, 2030, and 2035
  • Figure 16: North America Electric Vehicle Battery Components Market, By Cell Format, $Million, 2024, 2030, and 2035
  • Figure 17: North America Electric Vehicle Battery Components Market, Electric Two-Wheeler, $Million, 2024-2035
  • Figure 18: North America Electric Vehicle Battery Components Market, Electric Three-Wheeler, $Million, 2024-2035
  • Figure 19: North America Electric Vehicle Battery Components Market, Electric Passenger Vehicles, $Million, 2024-2035
  • Figure 20: North America Electric Vehicle Battery Components Market, Electric Commercial Vehicles, $Million, 2024-2035
  • Figure 21: North America Electric Vehicle Battery Components Market, Electric Off-Road Vehicles, $Million, 2024-2035
  • Figure 22: North America Electric Vehicle Battery Components Market, Lead Acid, $Million, 2024-2035
  • Figure 23: North America Electric Vehicle Battery Components Market, Lithium-Ion, $Million, 2024-2035
  • Figure 24: North America Electric Vehicle Battery Components Market, Others, $Million, 2024-2035
  • Figure 25: North America Electric Vehicle Battery Components Market, Pouch Cell, $Million, 2024-2035
  • Figure 26: North America Electric Vehicle Battery Components Market, Cylindrical Cell, $Million, 2024-2035
  • Figure 27: North America Electric Vehicle Battery Components Market, Prismatic Cell, $Million, 2024-2035
  • Figure 28: North America Electric Vehicle Battery Components Market, Others, $Million, 2024-2035
  • Figure 29: North America Electric Vehicle Battery Components Market, By Component, $Million, 2024, 2030, and 2035
  • Figure 30: North America Electric Vehicle Battery Components Market, By Material Type, $Million, 2024, 2030, and 2035
  • Figure 31: North America Electric Vehicle Battery Components Market, Battery Housing, $Million, 2024-2035
  • Figure 32: North America Electric Vehicle Battery Components Market, Busbars, $Million, 2024-2035
  • Figure 33: North America Electric Vehicle Battery Components Market, Stamping Components (Excluding Busbar Stamping), $Million, 2024-2035
  • Figure 34: North America Electric Vehicle Battery Components Market, Others (Anode and Cathode), $Million, 2024-2035
  • Figure 35: North America Electric Vehicle Battery Components Market, Steel, $Million, 2024-2035
  • Figure 36: North America Electric Vehicle Battery Components Market, Aluminium, $Million, 2024-2035
  • Figure 37: North America Electric Vehicle Battery Components Market, Glass Fiber Reinforced Plastics, $Million, 2024-2035
  • Figure 38: North America Electric Vehicle Battery Components Market, Carbon Fiber Reinforced Polymer, $Million, 2024-2035
  • Figure 39: North America Electric Vehicle Battery Components Market, Copper, $Million, 2024-2035
  • Figure 40: North America Electric Vehicle Battery Components Market, Aluminium, $Million, 2024-2035
  • Figure 41: North America Electric Vehicle Battery Components Market, Aluminium, $Million, 2024-2035
  • Figure 42: North America Electric Vehicle Battery Components Market, Cobalt, $Million, 2024-2035
  • Figure 43: North America Electric Vehicle Battery Components Market, Lithium, $Million, 2024-2035
  • Figure 44: North America Electric Vehicle Battery Components Market, Natural Graphite, $Million, 2024-2035
  • Figure 45: North America Electric Vehicle Battery Components Market, Natural Graphite, $Million, 2024-2035
  • Figure 46: North America Electric Vehicle Battery Components Market, Others, $Million, 2024-2035
  • Figure 47: U.S. Electric Car Sales, Million Units, 2022-2024
  • Figure 48: Geographical Distribution of Cell Components of Nickel-Based Lithium-Ion Battery Supply Chain, 2024
  • Figure 49: Data Triangulation
  • Figure 50: Top-Down and Bottom-Up Approach
  • Figure 51: Assumptions and Limitations

List of Tables

  • Table 1: Market Snapshot
  • Table 2: Competitive Landscape Snapshot
  • Table 3: Key Manufacturers and Suppliers in North America
  • Table 4: Drivers, Challenges, and Opportunities, 2024-2035
  • Table 5: Comparison of Battery Housing Materials for EVs
  • Table 6: Properties of Copper vs. Aluminum Busbar Materials
  • Table 7: North America Electric Vehicle Battery Components Market (by Country), $Million, 2024-2035
  • Table 8: North America Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 9: North America Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 10: North America Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 11: North America Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 12: North America Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 13: U.S. Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 14: U.S. Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 15: U.S. Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 16: U.S. Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 17: U.S. Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 18: Global Lithium-Ion Battery Supply Chain Ranking, 2024
  • Table 19: Canada Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 20: Canada Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 21: Canada Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 22: Canada Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 23: Canada Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 24: Mexico Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 25: Mexico Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 26: Mexico Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 27: Mexico Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 28: Mexico Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 29: North America Market Share, 2024
  • Table 30: Who Supplies to Whom for Leading Companies in North America
  • Table 31: List of Key Electric Vehicle (EV) Battery Component Suppliers/ Manufacturers