全球电动车电池价值链（2025-2031）

OEM整合产业策略推动电池价值链转型

受永续性理念驱动的电动车需求是推动全球电动车电池价值链转型的根本因素之一。为了在电动车领域保持竞争力，原始设备製造商 (OEM) 正在优先考虑供应链管理，例如，实施多元化筹资策略以减少对特定地区或国家的依赖，追求研发创新，扩大伙伴关係以实现新型电池化学成分的商业化，实现本地化生产以降低成本，以及更加註重循环经济和永续性。

本研究检验了电动车电池供应链的各个阶段，讨论了关键相关人员（OEM/供应商），概述了当前的活动和未来的策略，并提供了对各种电池化学的观点。

本报告涵盖：

• 可能影响电池价值链的趋势
• 按阴极化学、地区和相关人员（OEM/供应商）分類的电池安装情况
• 电池价值链流程/当前状态和分阶段展望
• 影响中国电动车电池供应链策略的因素
• OEM 和供应商采购方法和倡议
• 电池价值链每个阶段的 OEM 策略和倡议

范围

• 边
• 概述
• 市场分析
• 电动汽车电池的市场趋势与需求，对永续电动车电池製造市场的评估
• 技术评估
• 回顾电动汽车电池供应链市场中当前和新兴的电池技术。
• 竞争格局
• 分析电动车电池领域的主要企业，包括涉及电池化学领域（EV）的公司。
• 法规概述
• 审查影响电动车电池市场的法规。
• 未来的成长机会。
• 确定永续电动汽车电池製造市场中的潜在进步和行业机会。

三大战略重点对电动车电池价值链的影响。

创新的经营模式。

• 为什么
• 原始设备製造商越来越多地主导电动车电池的生命週期管理，包括生产、组装、回收、二次生命应用以及监控和管理活动。
• 这种创新的经营模式使原始设备製造商能够保留电池的所有权，确保在不断增长的电动车电池市场中实现最佳利用率，并允许他们在车辆使用寿命结束时重复使用或回收电池。
• 未来展望
• 在未来一到两年内，原始设备製造商预计将采用各种电池租赁模式来管理高成本、推动电动车的普及，并在与电动车电池供应链市场相关的循环经济中抓住新的商机。
• 例如，电池更换模型正在从充电解决方案演变而来，使 OEM 能够更好地控制电池使用并促进电池的再利用，从而影响电池化学格局（EV）。

转型大趋势

• 为什么
• 原始设备製造商的电动车产量成长将在很大程度上取决于永续电动车电池製造市场的电池供应商。
• 高度依赖外部电池供应商不仅会影响原始设备製造商 (OEM)，降低其对供应链的控制，还会限制其技术创新管道，并增加电动车电池领域的成本结构。
• 观点
• 未来两到三年内，整个电池价值链的整合产业将对主导电池供应商发挥关键作用，尤其是在电动车电池供应链市场。
• 内部电池生产限制了相关人员对供应链的参与，而本地化製造则优化了物流。这些因素预计将显着降低永续电动车电池製造市场的电池生产成本。

颠覆性技术

• 市场
• 颠覆性电池技术有望改变电动车电池价值链，带来性能的提升和供应链的分散，将对电动车电池市场产生重大影响。
• 新技术正在重新定义现有的流程和生态系统，使电动车电池供应链市场更加永续性。
• 观点
• 锂硫固态电池和钠离子电池等新兴电池技术的广泛商业化将在未来 5-6 年内再形成当前电动车电池价值链的运作方式，尤其会对电池化学格局（EV）产生影响。
• 预计这将导致与永续电动车电池製造市场相关的原材料采购、生产、分销和循环经济的变化。

竞争环境

• 本次调查的参赛者人数
• 电动车电池和永续电动车电池製造市场中的 11 家原始设备製造商和 8 家电池供应商
• 竞争因素
• 装置容量与电动车电池供应链市场的关係
• 主要竞争对手
• OEM-特斯拉、比亚迪、大众
• 电池供应商－宁德时代新能源科技有限公司（CATL）、电动车电池市场的LG Energy Solution
• 前五大原始设备製造商/电池供应商的市场占有率
• OEM-49.5%
• 电池供应商－75.8%专注于永续电动车电池製造市场
• 其他值得关注的竞争对手
• OEM-宝马、现代、吉利汽车、通用、福特、广汽、Stellantis、梅赛德斯-奔驰
• 电池供应商 - SK On、Panasonic、三星SDI、中航锂电、比亚迪、欣旺达

驱动程式

• 电动汽车电池市场中电动车渗透率的提高
• 永续电动车电池製造市场对增加续航里程/能量容量的需求 电动车电池生产的脱碳
• 回收技术发展影响电动车电池供应链市场
• 尚未开发的锂蕴藏量在电池生产上具有巨大潜力

抑制因素

• 电动汽车电池市场新参与企业缺乏原料
• 电动车电池永续生产的电池製造设备供不应求，影响电动车电池供应链市场的政治发展和法规
• 电动车电池生产过程中二氧化碳排放增加，影响永续性目标
• 永续电动车电池製造市场对能源的需求较高，且电池回收成本较高

目录

调查范围

成长环境：全球电动车电池价值链的转型

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对电动车电池价值链的影响

成长环境：电动车电池价值链中的生态系统

• 调查方法
• 本研究解答的问题
• 竞争环境
• 主要竞争对手：电池安装量（按容量）

电动车电池价值链成长动力

• 成长指标：世界
• 成长动力
• 成长抑制因素
• 影响电池价值链的潜在趋势
• 主要发现：现况与未来展望
• 预测考虑因素
• 成本比较：电池材料与製造
• 电池安装量：全球
• 电池安装面积份额：世界
• 阴极化学电池安装份额：全球
• 阴极化学公司安装的NMC电池：全球
• 阴极化学LFP电池安装情形：全球
• 阴极化学公司安装NCA电池：世界
• 全球范围内按阴极化学成分和其他成分分類的电池安装现状
• 全球主要原始设备製造商和电池供应商的装置容量

生态系统：电动车电池价值链

• 电动车电池供应链流程图
• 电动车电池供应链：生态系统和关键相关人员
• 上游：采矿和采购阶段的製程
• 上游：采矿和采购阶段—全球锂蕴藏量/用途
• 上游：采矿和采购阶段 - 全球锂生产商/主要矿业公司
• 上游：开采与采购阶段－现况与展望
• 中游：加工、生产及组装阶段-製程
• 中游：加工、生产和组装阶段 - 阴极化学和电池供应商的电池安装
• 中游：加工、生产、组装阶段－现况与展望
• 下游：电池使用阶段-製程
• 下游：电池使用阶段－电池装置容量
• 下游：电池利用阶段－现况与展望
• 下游：循环经济阶段-製程
• 下游：循环经济阶段 - 再製造/二次生命流程
• 下游：循环经济阶段 - 废弃电池供应/可回收电池来源
• 下游：循环经济阶段－现况与展望
• 影响中国电动车电池供应链策略的因素
• 矿产资源取得与采购/原料加工
• 电池製造、投资和研发
• 技术与政府政策法规

成长动力：OEM电池采购方式

• 主要电动车原始设备製造商的电池供应商
• 电池价值链中各环节的 OEM 策略/倡议
• 致力于未来电池技术的公司

成长动力：非洲和中东

• 成长指标：非洲和中东
• 电池安装：非洲、中东
• 电池安装份额（按阴极化学成分）：非洲、中东
• 电池安装的NMC（依阴极化学分类）：非洲、中东
• 阴极化学LFP电池安装情形：非洲、中东
• NCA 电池安装情况（依阴极化学分类）：非洲、中东
• 以阴极化学成分分類的电池安装状况：非洲、中东
• 主要 OEM 和电池供应商的电池装置容量：非洲和中东
• 电池装置容量（以电池供应商划分）：非洲和中东

成长机会分析：美洲

• 成长指标：美洲
• 电池安装：美洲
• 阴极化学公司电池安装份额 - 美洲
• 电池安装NMC由阴极化学公司：美洲
• 美洲地区阴极化学LFP电池安装情况
• 阴极化学 NCA 的电池安装情况：美洲
• 阴极化学公司的其他电池安装：美洲
• 美洲主要 OEM 和电池供应商的电池装置容量
• 美洲地区电池装置容量（以电池供应商划分）

成长动力：亚太地区

• 成长指标：亚太地区
• 电池安装：亚太地区
• 电池安装情况（按阴极化学份额）- 亚太地区
• 电池安装NMC由阴极化学亚太公司
• 阴极化学公司LFP亚太地区电池安装情形
• 电池安装NCA阴极化学公司-亚太
• 阴极化学公司的其他电池安装：亚太地区
• 亚太地区主要原始设备製造商和电池供应商的电池装置容量
• 亚太地区电池装置容量（以电池供应商）

成长动力：欧洲

• 成长指标：欧洲
• 电池安装：欧洲
• 欧洲电池安装量依阴极化学成分划分
• 电池安装 NMC（按阴极化学）－欧洲
• 阴极化学公司LFP-Europe的电池安装状况
• 欧洲阴极化学公司安装NCA电池
• 欧洲电池安装现状（按阴极化学成分和其他成分划分）
• 欧洲主要 OEM 和电池供应商的电池装置容量
• 电池装置容量（以电池供应商划分）：欧洲

电动车电池价值链中的成长机会

• 成长机会1：电池产量接近需求
• 成长机会二：电池即服务
• 成长机会3：整合产业

主要发现

附录与后续步骤

Vertical Integration Strategies by OEMs Driving Transformational Growth in the Battery Value Chain

Demand for electric vehicles driven by sustainability concerns is one of the fundamental factors driving transformation in the global EV battery value chain. To stay competitive in the EV space, OEMs emphasize control over the supply chain, such as diversifying their sourcing strategy to reduce dependence on a particular region or country, pursuing R&D innovation, and extending partnerships to commercialize new battery chemistries, localize production to cut costs, and intensify focus on circular economy and sustainability.

The study examines various phases of the EV battery supply chain, discusses key stakeholders (OEMs/suppliers), and outlines current activities and future strategies, providing an outlook for different battery chemistries.

This report covers the following:

• Potential trends impacting the battery value chain
• Battery installation by cathode chemistry, regions, and stakeholders (OEMs/suppliers)
• Current status and the way forward for different battery value chain streams/phases
• Factors influencing China's EV battery supply chain strategy
• OEM and supplier procurement approach and initiatives
• OEM strategies/efforts by battery value chain streams

Scope

• Aspect
• Description
• Market Analysis
• Evaluation of market trends and demands for Electric Vehicle Battery and the Sustainable EV Battery Manufacturing Market.
• Technology Assessment
• Review of current and emerging battery technologies in the EV Battery Supply Chain Market.
• Competitive Landscape
• Analysis of key players in the Electric Vehicle Battery sector, including those involved in the Battery Chemistry Outlook (EV).
• Regulatory Overview
• Examination of regulations impacting the Electric Vehicle Battery market.
• Future Growth Opportunities
• Identification of potential advancements in the Sustainable EV Battery Manufacturing Market and opportunities in the industry.

The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Battery Value Chain

Innovative Business Models

• WHY
• OEMs are increasingly taking control of managing the lifecycle of EV batteries, including production, assembly, recycling, second-life applications, and monitoring and management activities.
• Innovative business models enable OEMs to retain ownership of batteries and ensure optimal utilization in the growing electric vehicle battery market. This allows OEMs to reuse or recycle them after their useful life in vehicles.
• FROST PERSPECTIVE
• In the next 1 to 2 years, OEMs are expected to adopt various battery leasing models to manage high costs, promote EV adoption, and secure new revenue opportunities in the circular economy related to the EV Battery Supply Chain Market.
• For example, battery-swapping models are evolving from charging solutions to enabling OEMs to have greater control over battery usage and facilitate repurposing in their afterlife, impacting the Battery Chemistry Outlook (EV).

Transformative Megatrends

• WHY
• The growth of EV production volume by OEMs highly depends on battery cell suppliers in the Sustainable EV Battery Manufacturing Market.
• A high reliance on external battery suppliers not only affects OEMs by diminishing their control over the supply chain but also limits their access to technology innovation and increases the cost structure in the Electric Vehicle Battery sector.
• FROST PERSPECTIVE
• Vertical integration of the entire battery value chain will play a crucial role in capturing control from battery suppliers within 2 to 3 years, particularly in the context of the EV Battery Supply Chain Market.
• In-house battery production limits stakeholder involvement in the supply chain, while localized manufacturing optimizes logistics. These factors are expected to significantly reduce battery production costs in the Sustainable EV Battery Manufacturing Market.

Disruptive Technologies

• WHY
• Disruptive battery technologies are anticipated to transform the EV battery value chain, offering improved performance and decentralization of the supply chain, significantly affecting the Electric Vehicle Battery market.
• New technologies can also redefine existing processes and the ecosystem, resulting in enhanced sustainability in the EV Battery Supply Chain Market.
• FROST PERSPECTIVE
• The extensive commercialization of new and emerging battery technologies, such as lithium-sulfur solid-state batteries and sodium-ion batteries, will reshape the way the EV battery value chain currently operates in 5 to 6 years, particularly impacting the Battery Chemistry Outlook (EV).
• This is projected to lead to changes in raw material sourcing, production, distribution, and the circular economy related to the Sustainable EV Battery Manufacturing Market.

Competitive Environment

• Number of Competitors the Study Considers
• 11 OEMs and 8 Battery Suppliers in the Electric Vehicle Battery and Sustainable EV Battery Manufacturing Market.
• Competitive Factors
• Battery Installation Capacity in relation to the EV Battery Supply Chain Market.
• Leading Competitors
• OEMs - Tesla, BYD, Volkswagen
• Battery Suppliers - Contemporary Amperex Technology Co., Ltd (CATL), LG Energy Solution within the context of the Electric Vehicle Battery market.
• Market Share of the Top 5 OEMs/Battery Suppliers
• OEMs - 49.5%
• Battery Suppliers - 75.8% focusing on the Sustainable EV Battery Manufacturing Market.
• Other Notable Competitors
• OEMs - BMW, Hyundai, Geely Auto, GM, Ford, GAC, Stellantis, Mercedes-Benz
• Battery Suppliers - SK On, Panasonic, Samsung SDI, CALB, BYD, Sunwoda engaged in the Electric Vehicle Battery sector.

Growth Drivers

• Growing EV adoption rates in the electric vehicle battery market
• Demand for improved range/increased energy capacity in the Sustainable EV Battery Manufacturing Market Decarbonization of EV battery production
• Developments in recycling technologies affecting the EV Battery Supply Chain Market Significant availability of untapped lithium reserves in battery production

Growth Restraints

• Raw materials scarcity for new entrants in the Electric Vehicle Battery market
• Undersupply of battery production equipment for Sustainable EV Battery Manufacturing Political climate and regulations impacting the EV Battery Supply Chain Market
• Increased carbon footprint from EV battery production affecting sustainability goals
• High energy and cost requirements for recycling batteries in the Sustainable EV Battery Manufacturing Market

Table of Contents

Research Scope

• Scope
• Segmentation

Growth Environment: Transformation in the Global Electric Vehicle Battery Value Chain

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Battery Value Chain

Growth Environment: Ecosystem in the Electric Vehicle Battery Value Chain

• Research Methodology
• Questions This Study Will Answer
• Competitive Environment
• Key Competitors: Battery Installation by Capacity

Growth Generator in the EV Battery Value Chain

• Growth Metrics: Global
• Growth Drivers
• Growth Restraints
• Potential Trends Impacting the Battery Value Chain
• Key Findings: Current Status and Future Outlook
• Forecast Considerations
• Cost Comparison: Battery Materials and Manufacturing
• Battery Installations: Global
• Battery Installations Regional Share: Global
• Battery Installations by Cathode Chemistry Share: Global
• Battery Installations by Cathode Chemistry NMC: Global
• Battery Installations by Cathode Chemistry LFP: Global
• Battery Installations by Cathode Chemistry NCA: Global
• Battery Installations by Cathode Chemistry Others: Global
• Battery Installed Capacity of Key OEMs and Cell Suppliers: Global

Ecosystem: Electric Vehicle Battery Value Chain

• EV Battery Supply Chain Flow Chart
• EV Battery Supply Chain: Ecosystem and Key Stakeholders
• Upstream: Mining and Sourcing Phase-Process Flow
• Upstream: Mining and Sourcing Phase-Global Lithium Reserves/ Applications
• Upstream: Mining and Sourcing Phase-Global Lithium Production/ Leading Miners
• Upstream: Mining and Sourcing Phase-Current Status and Outlook
• Midstream: Processing/Production and Assembly Phase-Process Flow
• Midstream: Processing/Production and Assembly Phase-Battery Installation by Cathode Chemistry and Cell Supplier
• Midstream: Processing/Production and Assembly Phase-Current Status and Outlook
• Downstream: Battery Use Phase-Process Flow
• Downstream: Battery Use Phase-Battery Installed Capacity
• Downstream: Battery Use Phase-Current Status and Outlook
• Downstream: Circular Economy Phase-Process Flow
• Downstream: Circular Economy Phase-Remanufacturing/Second-life Process Flow
• Downstream: Circular Economy Phase-Supply of Used Batteries/ Source of Salvageable Batteries
• Downstream: Circular Economy Phase-Current Status and Outlook
• Factors Influencing China's EV Battery Supply Chain Strategy
• Mineral Access and Sourcing/Raw Material Processing
• Battery Manufacturing/Investment and R&D
• Technology and Government Policies/Regulations

Growth Generator: OEMs' Battery Procurement Approach

• Battery Suppliers of Leading EV OEMs
• OEM Strategies/Initiatives by Battery Value Chain Streams
• Companies Working on Futuristic Battery Technology

Growth Generator: Africa and the Middle East

• Growth Metrics: Africa and the Middle East
• Battery Installations: Africa and the Middle East
• Battery Installations by Cathode Chemistry Share: Africa and the Middle East
• Battery Installations by Cathode Chemistry NMC: Africa and the Middle East
• Battery Installations by Cathode Chemistry LFP: Africa and the Middle East
• Battery Installations by Cathode Chemistry NCA: Africa and the Middle East
• Battery Installations by Cathode Chemistry Others: Africa and the Middle East
• Battery Installed Capacity by Key OEMs and Cell Suppliers: Africa and the Middle East
• Battery Installed Capacity by Cell Suppliers: Africa and the Middle East

Growth Opportunity Analysis: Americas

• Growth Metrics: Americas
• Battery Installations: Americas
• Battery Installations by Cathode Chemistry Share: Americas
• Battery Installations by Cathode Chemistry NMC: Americas
• Battery Installations by Cathode Chemistry LFP: Americas
• Battery Installations by Cathode Chemistry NCA: Americas
• Battery Installations by Cathode Chemistry Others: Americas
• Battery Installed Capacity by Key OEMs and Cell Suppliers: Americas
• Battery Installed Capacity by Cell Suppliers: Americas

Growth Generator: Asia-Pacific

• Growth Metrics: Asia-Pacific
• Battery Installations: Asia-Pacific
• Battery Installations by Cathode Chemistry Share: Asia-Pacific
• Battery Installations by Cathode Chemistry NMC: Asia-Pacific
• Battery Installations by Cathode Chemistry LFP: Asia-Pacific
• Battery Installations by Cathode Chemistry NCA: Asia-Pacific
• Battery Installations by Cathode Chemistry Others: Asia-Pacific
• Battery Installed Capacity by Key OEMs and Cell Suppliers: Asia-Pacific
• Battery Installed Capacity by Cell Suppliers: Asia-Pacific

Growth Generator: Europe

• Growth Metrics: Europe
• Battery Installations: Europe
• Battery Installations by Cathode Chemistry Share: Europe
• Battery Installations by Cathode Chemistry NMC: Europe
• Battery Installations by Cathode Chemistry LFP: Europe
• Battery Installations by Cathode Chemistry NCA: Europe
• Battery Installations by Cathode Chemistry Others: Europe
• Battery Installed Capacity by Key OEMs and Cell Suppliers: Europe
• Battery Installed Capacity by Cell Suppliers: Europe

Growth Opportunity Universe in the Electric Vehicle Battery Value Chain

• Growth Opportunity 1: Battery Production Near Demand Centers
• Growth Opportunity 2: Battery-as-a-Service
• Growth Opportunity 3: Vertical Integration

Key Conclusions

• Conclusions

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer