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市场调查报告书
商品编码
1880653
锂离子电池储能市场规模、占有率、成长及全球产业分析:依类型、应用和地区划分的洞察与预测(2024-2032)Lithium-Ion Battery Energy Storage Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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由于全球再生能源、电动车和电网现代化的进步,锂离子电池储能市场正在快速扩张。根据最新的产业评估,2024年市场规模为248亿美元。在住宅、商业、工业和公用事业规模应用中对高效能模组化储能解决方案的需求不断增长的推动下,预计到2025年市场规模将增长至323.7亿美元。在科技的快速进步和清洁能源投资不断增加的推动下,预计到2032年,市场规模将达到惊人的1,136.4亿美元,在预测期内实现19.65%的强劲复合年增长率。
锂离子电池凭藉其高能量密度、快速充电能力、模组化可扩展性以及卓越的充放电效率(单模组效率通常超过 90%),在全球储能市场占主导地位。这些特性使得锂离子系统成为再生能源併网、尖峰负载管理、电网稳定和家庭储能的关键组成部分。
市场推动因素
推动市场扩张的关键因素是太阳能和风能等再生能源的日益普及。随着再生能源渗透率的提高,发电变得更加不稳定和间歇性,推动了对可靠储能系统的需求。锂离子电池能够在发电高峰期高效储存多余的能量,并在再生能源输出下降时释放能量,从而确保电网平衡。
技术创新也正在加速市场发展。 2025年5月,通用汽车和LG能源解决方案公司共同开发了用于下一代电动卡车和大型SUV的富锂锰棱柱形电池技术。这些创新提高了循环寿命、稳定性和能量密度,进一步增强了电网级和商用储能系统的可扩展性。
市场限制因子
儘管市场成长迅速,但由于原料供应链的挑战,市场仍面临阻碍因素。锂离子电池生产的关键材料,例如锂、钴和镍,主要来自少数国家。例如,钴主要来自刚果民主共和国,锂主要来自澳洲和南美洲。这种地域集中性使得市场极易受到地缘政治动盪、矿业不稳定和商品价格波动的影响,从而推高製造成本,并削弱大规模系统的可负担性。
市场机会
电动车 (EV) 的日益普及为市场成长创造了巨大的机会。电动车的大规模生产带来了规模经济效益,降低了电池成本,并加强了全球供应链。此外,回收的电动车电池正成为二次能源储存系统的实用解决方案。
对充电基础设施和电池储能的投资不断增加(例如,伊顿公司于 2022 年在亚太地区推出了整合式电动车充电基础设施 (EVCI) 和电池储能系统 (BESS) 解决方案),进一步推动了电动车在住宅、商业和工业应用领域的市场普及。
市场趋势
一个关键趋势是智慧能源管理系统和数位化技术的日益融合。这些系统利用即时数据分析、自动控制和预测演算法来优化电池性能、延长电池寿命并降低营运成本。数位化储能系统增强了电网服务,例如削峰、分时优化、频率调节以及参与虚拟电厂 (VPP),使其成为现代电网的重要组成部分。
到 2024 年,併网锂离子储能系统将占市场的大部分占有率,这主要得益于再生能源的日益普及、电网现代化改造计划以及支持电池部署的补贴政策。併网系统能帮助电力公司平抑能源需求波动,提升电网可靠性。
离网储能系统为偏远社区和紧急备用电源应用提供支持,目前仍保持第二大市场占有率,并且随着锂离子电池成本的下降,其市场占有率将继续增长。
依最终用户划分,商业和工业客户在 2024 年将引领市场,这主要得益于高额的需求电价以及削峰技术的日益普及。住宅储能正在迅速发展,越来越多的房主将屋顶太阳能光电发电系统与锂离子电池结合,以增强自用和备用能力。
亚太地区在2024年引领市场,达131.4亿美元。这主要得益于中国、印度、日本、韩国和澳洲再生能源设施的蓬勃发展。中国强大的製造能力以及该地区不断扩张的太阳能和风能产业,持续推动对锂离子电池储能解决方案的需求。
北美地区预计将继续保持快速成长,这主要得益于大规模太阳能和风能发电装置容量的扩张。光是加州到2024年就将安装8.6吉瓦的公用事业规模电池储能容量,几乎占美国总装置容量的一半。
欧洲正大力投资脱碳和电网现代化,这使得锂离子电池储能成为频率调节、备用电源发电和平衡再生能源的关键。
世界其他地区(包括拉丁美洲、中东和非洲)正在部署储能解决方案,以应对电网不稳定、不断增长的电力需求和大规模太阳能发电设施。
The global lithium-ion battery energy storage market is expanding rapidly as renewable energy, electric vehicles, and grid modernization accelerate worldwide. According to the latest industry assessment, the market was valued at USD 24.80 billion in 2024. With increased demand for high-efficiency and modular storage solutions across residential, commercial, industrial, and utility-scale applications, the market is projected to rise to USD 32.37 billion in 2025. Driven by rapid technological advancements and rising clean-energy investments, it is expected to reach an impressive USD 113.64 billion by 2032, achieving a robust CAGR of 19.65% during the forecast period.
Lithium-ion batteries dominate the global storage landscape because they provide high energy density, fast charging capability, modular scalability, and exceptional charge-discharge efficiency-often exceeding 90% at a single-module level. These attributes make lithium-ion systems essential for renewable integration, peak load management, grid stability, and behind-the-meter storage.
Market Drivers
A major driver of market expansion is the increasing adoption of renewable energy such as solar and wind. As renewable penetration grows, the variability and intermittency of generation intensify the need for reliable storage systems. Lithium-ion batteries efficiently store excess electricity generated during peak production and discharge it when renewable output declines, ensuring grid balance.
Technological innovation is also accelerating market momentum. In May 2025, General Motors and LG Energy Solution advanced lithium manganese-rich prismatic battery cell technology for next-generation electric trucks and large SUVs. These innovations improve cycle life, stability, and density, further supporting the scalability of grid-scale and commercial storage systems.
Market Restraints
Despite rapid growth, the market faces constraints due to raw material supply chain challenges. Lithium, cobalt, and nickel-critical materials for lithium-ion production-are sourced predominantly from a handful of countries, such as cobalt from the Democratic Republic of Congo and lithium from Australia and South America. This geographical concentration creates vulnerability to geopolitical disruptions, mining instability, and fluctuating commodity prices, which increase manufacturing costs and undermine affordability of large-scale systems.
Market Opportunities
The surge in electric vehicle (EV) adoption creates significant opportunities for market growth. Massive EV production leads to economies of scale, driving down battery costs and strengthening global supply chains. Additionally, repurposed EV batteries are emerging as a viable solution for second-life energy storage systems.
Growing investments in charging infrastructure and battery storage, such as Eaton's 2022 launch of integrated EVCI and BESS solutions for the Asia Pacific region, further stimulate market adoption across residential, commercial, and industrial applications.
Market Trends
A key trend is the rising integration of smart energy management systems and digitalization. These systems leverage real-time data analytics, automated controls, and predictive algorithms to optimize battery performance, extend battery life, and reduce operational costs. Digitalized energy storage systems enhance grid services such as peak-shaving, time-of-use optimization, frequency regulation, and participation in virtual power plants (VPPs), making them indispensable to modern power networks.
On-grid lithium-ion systems held the dominant share in 2024 due to rising renewable integration, grid modernization programs, and subsidies supporting battery adoption. On-grid systems allow utilities to smooth energy demand fluctuations and enhance grid reliability.
Off-grid systems-supporting remote communities and emergency backup applications-remain the second-largest segment and continue to grow as lithium-ion costs decline.
By end user, commercial and industrial customers dominated the market in 2024 due to high demand charges and rising adoption of peak-shaving technologies. Residential storage is expanding rapidly as homeowners pair rooftop solar with lithium-ion batteries to enhance self-consumption and backup capability.
Asia Pacific dominated the market in 2024, recording a valuation of USD 13.14 billion, supported by strong renewable installations in China, India, Japan, South Korea, and Australia. China's large-scale manufacturing capacity and the region's expanding solar and wind sectors fuel sustained demand for lithium-ion battery storage solutions.
North America continues to grow rapidly due to major solar and wind capacity additions. In 2024, California alone accounted for 8.6 GW of installed utility-scale battery capacity, representing nearly half of the U.S. total.
Europe is investing heavily in decarbonization and grid modernization, making lithium-ion storage essential for frequency regulation, reserve power, and renewable balancing.
The Rest of the World-including Latin America, the Middle East, and Africa-is adopting storage solutions to address unreliable grids, rising electricity demand, and large-scale solar installations.
Conclusion
With growth from USD 24.80 billion in 2024 to USD 113.64 billion by 2032, the lithium-ion battery energy storage market is poised to become a cornerstone of global clean-energy infrastructure. Rising renewable investments, EV expansion, grid modernization, and digital energy management technologies will continue fueling this rapid transformation.
Segmentation By Connectivity
By End-User
By Geography