电池组市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

Battery Pack Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年02月25日 | 出版商:

Global Market Insights Inc. | 英文 129 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2024 年全球电池组市场价值为 1,398 亿美元，预计 2025 年至 2034 年期间的复合年增长率为 12.7%。随着世界各国政府继续透过补贴、税收优惠和严格的排放法规推动碳中和，该市场的扩张主要受到全球转型为永续交通的推动。电动车（EV）的需求正在激增，使得先进的电池组技术成为汽车产业的关键因素。製造商正在大力投资提高储能能力、效率和电池整体寿命，以满足日益增长的高效能解决方案需求。

随着技术进步不断重塑产业，电池化学创新正在显着降低成本并提高性能。提高能量密度、加快充电时间、延长循环寿命是推动市场成长的突破因素之一。该公司正致力于透过改进材料和设计结构来优化锂离子电池组，使其更加经济实惠且更具永续性。向固态和磷酸铁锂 (LFP) 电池技术的转变进一步促进了市场扩张，特别是由于其增强的安全性能和延长的使用寿命。汽车製造商和电池製造商之间的战略合作以及大规模製造设施正在促进规模经济、降低生产成本并加速全球应用。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	1398亿美元
预测值	4720亿美元
复合年增长率	12.7％

市场根据电池化学成分细分为多个类别，包括镍钴铝、磷酸铁锂、镍锰钴、锂锰氧化物等。其中，镍钴铝由于其优越的能量密度、轻量化特性以及延长的运作效率，预计到2034年将产生980亿美元的市场价值。这些特性使其成为需要持久电源解决方案的应用的首选，尤其是在电动车领域。该化学物质的更长循环寿命和成本效益进一步促进了其广泛的需求，巩固了其作为市场领先电池类型的地位。

电动车继续主导电池组市场，到 2024 年将占据 89% 的市场。锂离子电池组的大规模生产，加上能量密度、充电速度和耐用性的进步，显着提高了电动车的性能，使其对消费者更具吸引力。由于电池技术具有优异的热稳定性和更长的使用寿命，对电池技术（尤其是固态电池和 LFP 化学技术）的持续投资预计将加速其应用。永续发展的推动和严格的环境法规迫使汽车製造商整合下一代电池组，进一步推动产业扩张。

2024 年美国电池组市场价值为 173 亿美元，随着全国电动车普及率的提高，该市场将实现大幅成长。政府的激励措施加上技术的快速进步，正在推动对高性能电池解决方案的需求。主要汽车製造商正在加大对电动车生产和电池组创新的投资，以满足不断变化的消费者期望。随着市场快速发展，对尖端电池技术的需求预计只会增长，从而加强该行业在全球能源转型中的立足点。

The Global Battery Pack Market was valued at USD 139.8 billion in 2024 and is projected to grow at a CAGR of 12.7% between 2025 and 2034. The market's expansion is primarily driven by the global transition toward sustainable transportation, as governments worldwide continue to push for carbon neutrality through subsidies, tax incentives, and strict emissions regulations. The demand for electric vehicles (EVs) is surging, making advanced battery pack technology a key factor in the automotive sector. Manufacturers are investing heavily in improving energy storage capabilities, efficiency, and overall battery lifespan to cater to the growing need for high-performance solutions.

As technological advancements continue to reshape the industry, battery chemistry innovations are leading to significant cost reductions and performance improvements. Enhanced energy densities, faster charging times, and longer cycle lives are among the breakthroughs driving market growth. Companies are focusing on optimizing lithium-ion battery packs by refining materials and design structures, making them more affordable and sustainable. The shift toward solid-state and lithium iron phosphate (LFP) battery technologies is further bolstering market expansion, particularly due to their enhanced safety features and extended operational lifespans. Strategic collaborations between automakers and battery manufacturers, along with large-scale manufacturing facilities, are contributing to economies of scale, reducing production costs, and accelerating global adoption.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$139.8 Billion
Forecast Value	$472 Billion
CAGR	12.7%

The market is segmented by battery chemistry into multiple categories, including nickel cobalt aluminum, lithium iron phosphate, nickel manganese cobalt, lithium manganese oxide, and others. Among these, nickel cobalt aluminum is expected to generate USD 98 billion by 2034, driven by its superior energy density, lightweight nature, and extended operational efficiency. These characteristics make it a preferred choice for applications that require long-lasting power solutions, particularly in the EV sector. The chemistry's longer cycle life and cost-effectiveness further contribute to its widespread demand, solidifying its position as a leading battery type in the market.

Electric vehicles continue to dominate the battery pack market, holding an 89% market share in 2024. Large-scale manufacturing of lithium-ion battery packs, coupled with advancements in energy density, charging speeds, and durability, has significantly enhanced EV performance, making them more attractive to consumers. Continuous investments in battery technology, particularly in solid-state batteries and LFP chemistry, are expected to accelerate adoption thanks to their superior thermal stability and extended lifespans. The push for sustainability and stringent environmental regulations are compelling automakers to integrate next-generation battery packs, further fueling industry expansion.

The U.S. Battery Pack Market was valued at USD 17.3 billion in 2024 and is set for substantial growth as EV adoption rises across the country. Government incentives, coupled with rapid technological advancements, are propelling demand for high-performance battery solutions. Major automakers are ramping up investments in EV production and battery pack innovations to meet evolving consumer expectations. With the market evolving at a rapid pace, the need for cutting-edge battery technologies is only expected to grow, strengthening the industry's foothold in the global energy transition.

Chapter 1 Methodology & Scope

1.1 Market definitions
1.2 Base estimates & calculations
1.3 Forecast calculation
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 – 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem
3.2 Regulatory landscape
3.3 Industry impact forces
- 3.3.1 Growth drivers
- 3.3.2 Industry pitfalls & challenges
3.4 Growth potential analysis
3.5 Porter's analysis
- 3.5.1 Bargaining power of suppliers
- 3.5.2 Bargaining power of buyers
- 3.5.3 Threat of new entrants
- 3.5.4 Threat of substitutes
3.6 PESTEL analysis

Chapter 4 Competitive landscape, 2024

4.1 Introduction
4.2 Strategic dashboard
4.3 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Application, 2021 – 2034 (USD Billion)

5.1 Key trends
5.2 Electric vehicles
5.3 Utility-Scale batteries
5.4 Behind-the-Meter batteries

Chapter 6 Market Size and Forecast, By Battery Chemistry, 2021 – 2034 (USD Billion)

6.1 Key trends
6.2 Lithium iron phosphate
6.3 Nickel cobalt aluminum
6.4 Nickel manganese cobalt
6.5 Lithium manganese oxide
6.6 Others

Chapter 7 Market Size and Forecast, By Region, 2021 – 2034 (USD Billion)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
7.3 Europe
- 7.3.1 Germany
- 7.3.2 France
- 7.3.3 Spain
- 7.3.4 UK
- 7.3.5 Italy
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 India
- 7.4.3 Japan
- 7.4.4 Australia
7.5 Middle East & Africa
- 7.5.1 Saudi Arabia
- 7.5.2 South Africa
7.6 Latin America
- 7.6.1 Brazil
- 7.6.2 Argentina