锂离子电池市场机会、成长动力、产业趋势分析及2025-2034年预测

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

出版日期: 2025年03月05日 | 出版商:

Global Market Insights Inc. | 英文 196 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2024 年全球锂离子电池市场规模达到 752 亿美元，预计 2025 年至 2034 年间将以 15.8% 的强劲复合年增长率扩张。受多个行业转向清洁和永续能源解决方案的推动，该市场正在呈指数级增长。锂离子电池因其高能量密度、更长的使用寿命和重量轻的特性，已成为电动车 (EV)、再生能源储存系统和便携式电子设备不可或缺的一部分。随着全球对减少碳排放的关注度不断增强，政府和企业正在大力投资再生能源基础设施，进一步加速对高效能能源储存解决方案的需求。电动车的蓬勃发展，加上对智慧型装置的需求不断增长以及电池技术的进步，为製造商创造了丰厚的利润机会。此外，预计到 2030 年全球再生能源发电能力将翻一番，对能够有效储存和输送电力的高性能锂离子电池的需求将变得更加迫切，从而推动整个预测期内市场的大幅增长。

在各种类型的锂离子电池中，磷酸铁锂 (LFP) 电池正获得显着发展，预计到 2034 年将产生 880 亿美元的市场价值。 LFP 电池凭藉其卓越的安全性、更长的使用寿命和成本效益，正成为广泛应用的首选。这些电池非常耐用，并具有增强的热稳定性，使其成为电动车、便携式消费性电子产品和电网规模储能係统的理想选择。它们能够在各种条件下提供更高的能量密度和稳定的性能，从而广泛采用，促使全球主要公司提高生产能力并对 LFP 电池技术进行大量投资。随着汽车製造商和科技公司继续优先考虑更安全、更有效率的电池解决方案，预计未来十年对 LFP 电池的需求将出现前所未有的成长。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	752亿美元
预测值	3325亿美元
复合年增长率	15.8%

汽车领域在 2024 年占据了 67% 的市场份额，占据主导地位，预计到 2034 年将创造 2,250 亿美元的市场价值。受日益增长的环境问题、电池效率的技术突破以及政府的支持性倡议的推动，电动车的迅速普及处于这一增长的前沿。日益严格的排放法规和电动车普及激励措施正促使消费者和製造商放弃传统的燃料驱动汽车。此外，锂离子电池在消费性电子领域的需求正在不断增长，因为其紧凑的设计、轻巧的特性以及支援多次充放电循环的能力使其成为智慧型手机、笔记型电脑和可穿戴技术等现代设备的必备品，从而进一步推动了整体市场的成长。

2024 年美国锂离子电池市场价值为 209 亿美元，并继续在全球市场占据主导地位。随着电动车的快速普及、再生能源基础设施投资的不断增长以及全国范围内对电网现代化的关注，美国市场有望实现持续增长。随着美国消费者和工业越来越多地采用永续能源解决方案，电池技术的不断进步，加上政府的有利政策和激励措施，预计将巩固美国在锂离子电池领域的领导地位。

The Global Lithium-Ion Battery Market reached USD 75.2 billion in 2024 and is projected to expand at a robust CAGR of 15.8% between 2025 and 2034. The market is witnessing exponential growth, fueled by the rising shift toward clean and sustainable energy solutions across multiple industries. Lithium-ion batteries have become indispensable in powering electric vehicles (EVs), renewable energy storage systems, and portable electronics due to their high energy density, longer life cycles, and lightweight properties. As the global focus on reducing carbon emissions intensifies, governments and corporations are investing heavily in renewable energy infrastructure, further accelerating the demand for efficient energy storage solutions. The surging growth of EVs, combined with increasing demand for smart devices and advancements in battery technologies, is creating lucrative opportunities for manufacturers. Moreover, with global renewable energy generation capacity projected to double by 2030, the need for high-performance lithium-ion batteries that can effectively store and deliver power will only become more pressing, driving substantial market growth throughout the forecast period.

Among the various types of lithium-ion batteries, lithium iron phosphate (LFP) batteries are gaining significant traction and are expected to generate USD 88 billion by 2034. LFP batteries are emerging as the preferred choice for a wide range of applications owing to their superior safety profile, longer lifespan, and cost-effectiveness. These batteries are highly durable and offer enhanced thermal stability, making them ideal for electric vehicles, portable consumer electronics, and grid-scale energy storage systems. Their ability to deliver higher energy density and consistent performance under various conditions has led to widespread adoption, prompting major global companies to ramp up production capacities and make substantial investments in LFP battery technology. As automakers and tech firms continue to prioritize safer and more efficient battery solutions, the demand for LFP batteries is expected to witness an unprecedented surge over the next decade.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$75.2 Billion
Forecast Value	$332.5 Billion
CAGR	15.8%

The automotive segment dominated the market with a commanding 67% share in 2024 and is projected to generate USD 225 billion by 2034. The rapid adoption of electric vehicles, spurred by growing environmental concerns, technological breakthroughs in battery efficiency, and supportive government initiatives, is at the forefront of this growth. Increasingly stringent emission regulations and incentives for EV adoption are prompting both consumers and manufacturers to shift away from conventional fuel-powered vehicles. Additionally, lithium-ion batteries are witnessing rising demand in the consumer electronics sector, as their compact design, lightweight nature, and ability to support multiple charge-discharge cycles make them essential for modern devices such as smartphones, laptops, and wearable tech, further propelling overall market growth.

The U.S. Lithium-Ion Battery Market was valued at USD 20.9 billion in 2024 and continues to assert its dominance in the global landscape. With rapid EV penetration, growing investments in renewable energy infrastructure, and a nationwide focus on grid modernization, the U.S. market is poised for sustained growth. As American consumers and industries increasingly embrace sustainable energy solutions, ongoing advancements in battery technology, coupled with favorable government policies and incentives, are expected to reinforce the country's leadership in the lithium-ion battery space.

Chapter 1 Methodology & Scope

1.1 Market definitions
1.2 Base estimates & calculations
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid
  - 1.4.2.2 Public

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
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 Strategic dashboard
4.2 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Chemistry, 2021 - 2034 (USD Million)

5.1 Key trends
5.2 LFP
5.3 LCO
5.4 LTO
5.5 NMC
5.6 NCA
5.7 LMO

Chapter 6 Market Size and Forecast, By Component, 2021 - 2034 (USD Million)

6.1 Key trends
6.2 Cathode
6.3 Anode
6.4 Separator
6.5 Electrolyte
6.6 Aluminum foil
6.7 Copper foil
6.8 Others

Chapter 7 Market Size and Forecast, By Application, 2021 - 2034 (USD Million)

7.1 Key trends
7.2 Industrial
- 7.2.1 Military
- 7.2.2 Heavy industrial equipment
- 7.2.3 Medical
- 7.2.4 Marine
- 7.2.5 Others
7.3 Automotive
- 7.3.1 HEV
- 7.3.2 BEV
7.4 Consumer electronics
7.5 Energy storage

Chapter 8 Market Size and Forecast, By Region, 2021 - 2034 (USD million)

8.1 Key trends
8.2 North America
- 8.2.1 U.S.
- 8.2.2 Canada
- 8.2.3 Mexico
8.3 Europe
- 8.3.1 UK
- 8.3.2 France
- 8.3.3 Germany
- 8.3.4 Italy
- 8.3.5 Russia
- 8.3.6 Spain
8.4 Asia Pacific
- 8.4.1 China
- 8.4.2 Australia
- 8.4.3 India
- 8.4.4 Japan
- 8.4.5 South Korea
8.5 Middle East & Africa
- 8.5.1 Saudi Arabia
- 8.5.2 UAE
- 8.5.3 Turkey
- 8.5.4 South Africa
- 8.5.5 Egypt
8.6 Latin America
- 8.6.1 Brazil
- 8.6.2 Argentina