电动车(EV)电池技术的全球市场:供应链分析(2025年～2035年)

电动车 (EV) 正在引领世界走向更绿色的未来，而电池是这场革命的核心。随着需求的飙升，预计未来十年技术、市场和竞争将发生巨大变化。

电动车产业预计在未来五到十年内实现重大飞跃。预计电动车销量将大幅成长，到 2030 年，电动车可能占全球新车销量的 20-30%，高于 2020 年的 4%。电动车的繁荣取决于电池成本的下降、庞大的充电网路以及政府对化石燃料汽车的限制政策。电池的能量密度可以翻倍，续航里程可超过 500 英里。欧盟国家和其他国家计划在2035年逐步淘汰内燃机，以促进电动车的普及。

如今，锂离子电池占据主导地位，镍锰钴 (NMC) 可提供更长的续航里程，而磷酸铁锂 (LFP) 可降低成本并提高安全性。

锂离子变体：使用锂镍锰钴氧化物的 NMC 电池很常见且具有高能量密度，而 LFP 电池（按容量计算，到 2023 年将占全球市场占有率的 41%）更便宜且更具可持续性。 <>采用LFP是因为其能量密度较低且成本较低。

新兴技术： 钠离子电池适用于城市电动车和固定式蓄电池，预计将成本降低 20%，比亚迪、宁德时代等公司已宣布 2023 年量产。 <>丰田和 QuantumScape 率先推出的固态电池有望提供更高的能量密度和安全性，但尚未投入实际使用。

创新双离子电池 (DIB) 和双极 LFP 电池已经出现，可以实现快速充电和高电压，但循环寿命仍然是一个问题。

固态电池有可能将电动车的续航里程延长至 600 英里以上，但其高昂的成本意味着锂离子电池很可能会继续占据主导地位十年。

中国：受 CATL（2024 年全球市占率为 37.9%）和比亚迪（17.2%）等生产成本较低的公司所推动。生产成本更低的 LFP 电池将成为主流，到 2023 年，售出的电动车中三分之二将使用这种电池。

北美：在特斯拉和福特-SK On 等合作关係的推动下，美国预计将从 2021 年起吸引 2,100 亿美元的投资。但生产成本比中国高出20%。

欧洲：面对高昂的成本（比中国高出 50%）和薄弱的供应链，Northvolt 的倒闭凸显了困难。目标是到 2030 年建造 35 至 40 座超级工厂。

亚太地区：印度和韩国等新兴市场正在成长，在 FAME II 等计画的支持下，印度预计到 2023 年电动车註册量将比去年增加 70%。

电动车电池市场是一块地缘政治棋盘。中国占全球产量的70%以上，宁德时代、比亚迪等巨头透过规模和补贴发挥影响力。日本和韩国也纷纷效仿，松下和 LG 化学为特斯拉和现代等品牌提供动力。欧洲正在努力追赶，向欧洲电池联盟投入大量资金来建立自己的供应链。在特斯拉内华达超级工厂的带动下，北美正在加强国内生产力度，以减少对亚洲的依赖。

各地区的生产能力的概述

类型	优点	缺点	采用
NMC	高能量密度(～250Wh/kg)	高价(钴依存)	减少倾向(Tesla，GM阶段性地废止)
LFP	安价值，长寿生命，钴自由	能量密度低(～180Wh/kg)	优势(Tesla，BYD，福特)
固态	超高能量密度(～500Wh/kg)	还没被实用化	丰田，QuantumScape 2026-2030年目标

地区	目前容量(GWh)	2030年预测(GWh)	2035年预测(GWh)
亚洲	500	1500	3000
欧洲	50	400	800
北美	100	300	600

电池製造商竞争激烈。

CATL以数量，LG Chem是最尖端科技，PanasonicTesla的尾巴，并且BYD由于所有EV连锁全体的事取得着成功。亚洲供应链处于优势,不过，北美和欧洲应该缩短那个差研究开发投入着资金。

中国领导，CATL和BYD垄断，受到着被整合的供应链和低成本的恩惠。2024年的CATL的339.3GWh的安装，强调那个领导。

LG Energy 象Solution一样的北美企业和象Northvolt一样的欧洲企业，欧洲的成本量(比起中国高(贵)和50％)面临着供应链的弱点这个课题。2024年的Northvolt的破产，把这样的困难做为浮雕。

Tesla，BYD，象传统的OEM(GM，Volkswagen)一样的企业，由于价格，创新性，供应链·控制竞争着。Tesla的市场占有率根据竞争从2019年的17％2022年13％降低了。象Tesla的Gigafactory一样的行业，带来成本优势。

亚洲企业，尤其是中国企业，通过利基市场(合理的价格的小型车等等）政府补助金确保空间，破坏欧洲市场。他们，活用着线上销售和地方自治团体形成策略。

电动车(EV)市场上，现有的汽车厂商和新兴参与企业展开着激烈竞争。Tesla，Volkswagen，General 所说的Motors (GM的)产业大厂，为了强化自己的地位推进着积极的策略。Tesla垂直合併电池生产提高自给率，Volkswagen确保与Northvolt配合可靠性的高(贵)的电池供给，GM为大众针对市场的EV的开发着重做扩大着客户层。

同时，把电力卡车专门的Rivian，及高级EV市场区隔作为目标的Lucid 所说的Motors的新加入企业，活用创新的设计和先进技术获得市场占有率，也进入着到市场。这个竞争情形的成功重要的决策要素，是不是能确保电池的稳定的且充分的供给。

象Rivian一样的新加入企业，有让现有的汽车厂商混乱的可能性,不过，那个被限定如果为在供不应求的世界确保了电池。

EV用电池市场，随着电动化扎根需求剧增，打算完成指数函数性的成长。现在是亚洲领导着,不过，欧洲和北美正在根据投资和技术创新缩短那个差。价格变动和竞争成为课题,不过，专心致力为创新和适应的企业机会溢出。对第一级供应商和电池厂商来说，要努力的目标明确。为了明天的EV供给电力，技术投资，确保供应链，是接受永续性。

本报告提供全球电动车(EV)电池技术市场相关调查，彙整市场概要技术趋势，市场预测与预测，课题，竞争情形，及加入此市场的主要企业简介等资讯。

目录

调查范围

调查手法

电池技术趋势与动态

• 到 2030 年，原料短缺和回收将弥补这一缺口
• 中国主导地位将使LFP电池涌入全球市场
• 美国和欧盟可能对中国製造的电池征收新关税，重振国内製造业
• 超级工厂建设正在兴起－特斯拉、通用汽车、福特领衔 人工智慧驱动的电池管理系统（BMS）
• 电池交换网路普及
• 电池即服务 (BAAS) 模式

市场预测与预测

• 全球EV车销售预测- 各车种·各地区明细
• 各地区EV电池生产统计
• Gigafactory的容量- 计划和运用
• EV电池市场规模与预测，2025年～2035年
• EV电池的装置容量，2024年的GWH，2025年，2035年为止的预测
• EV电池市场规模- 各技术类型明细，2025年～2035年
• 锂离子-LFP和NMC
• 新兴技术- 固体及钠离子
• EV电池市场规模- 各地区明细，2025年～2035年
• 北美市场，2025年～2035年
• 欧洲市场，2025年～2035年
• 中国市场，2025年～2035年
• 亚太地区(中国以外)市场，2025年～2035年

主要的市场课题

• 地缘政治紧张局势（中国与西方的分离）
• 原物料价格波动
• 固态延迟
• 补贴政策的变化

竞争评估

• 竞争基准
• 市占率分析
• 顶级电池製造商
• OEM 内部製造电池与外包电池
• 超级工厂合资企业
• 新创公司和 OEM 合作伙伴关係
• 跨产业合作

企业简介

• esla
• Byd
• CaTL
• LG Energy Solution
• Panasonic
• SK On
• Northvolt
• Samsung SDI
• QuantumScape
• Solid Power
• Nio
• ChargePoint
• ABB
• StoreDot
• Freyr Battery
• ACC (Automotive Cells Co.)
• Farasis Energy
• Envision AESC
• Microvast
• Romeo Power
• ProLogium
• Nexeon
• Ample
• SparkCharge
• Electrify America
• Ionity
• Our Next Energy (ONE)

对利害关係人（OEM、供应商、投资者）的建议

附录

次要来源清单

关于研究公司

Lithium-ion (LFP and NMC) and Emerging Battery Technology (Solid-state and Sodium-ion) Market Sizing, Regional breakdown, Regulatory Policies, Battery-as-a-Service Model (BaaS), Gigafactories, Trends & Dynamic, Supply Chain Analysis, Competition.

Key Highlights:

This comprehensive study examines the -

• Strategic Implications and Actionable Insights on EV Battery Technology for Automotive Players
• Battery technology trends, supply chain risks, and future outlook.
• Raw material price spikes and supply chain distribution
• China's market dominance and potential new tariffs impacting the growth of EV Battery industry
• Gigafactory constructions, battery swapping networks, and Batter-as0a Service model (BaaS)
• EV Battery Market Sizing and forecasting, 2025-2035
• Market breakdown by Technology- LPF, NMC, Solid-state, and Sodium-Ion
• Research & Development Analysis
• Partnership between OEMs and Start-ups, Cross-Industry Partnerships
• Market Analysis from perspective of OEMs, Battery Manufacturers, and Investors

Exhaustive Coverage:

• Global EV Car Sales Forecast - Breakdown by Vehicle Type and Region
• EV Battery Production Statistics, by Region
• Gigafactory Capacity- Planned Vs Operational
• EV Battery Market Sizing and Forecast, 2025-2035
• EV Batteries Installed Capacity, GWh in 2024, Estimated in 0225, Forecasted to 2035
• EV Batteries Market Breakdown- By Technology Type , 2025-2035
  • Lithium-ion including LFP AND NMC
  • Emerging Tech including Solid-State and Sodium-ion
• EV Batteries Market Size- Regional Breakdown, 2025-2035
  • North America Market, 2025-2035
  • Europe Market, 2025-2035
  • China Market, 2025-2035
  • Asia-Pacific (except China) Market, 2025-2035
• Key Market Challenges
  • Geopolitical Tensions (China-West Decoupling)
  • Raw Material Price Volatility
  • Solid-Sate Delays
  • Changing Subsidy policies
• Competition Assessment
  • Competitor Benchmarking
  • Market Share Analysis
    • Top Battery Makers
    • OEM In-housed Vs Outsourced
  • Joint Ventures for Gigafactories
  • Start-up and OEM partnerships
  • Cross-industry collaborations
  • Company Profiles

WHAT SHOULD YOU LOOK AT ?

THE SHIFTING DYNAMICS OF EV BATTERY INDUSTRY

• RAW MATERIAL SHORTAGE AND RECYCLING BRIDGING THE GAP BY 2023
• CHINA'S DOMINANCE FLOODING GLOBAL MARKET WITH LFP BATTERIES
• POTENTIAL NEW TARIFFS BY US AND EU ON CHINESE BATTERIES BOOMING THE DOMESTIC
• GIGAFACTORY CONSTRUCTIONS ON RISE - TELSA, GM FORD ON LEAD
• AI DRIVEN BATTERY MANAGEMENT SYSTEM (BMS)
• BATTERY SWAPPING NETWORKS GAINING TRACTION
• BATTERY AS A SERVICE (BAAS) MODEL

Market Overview

Charging the Future: The Explosive Rise of EV Batteries

Electric vehicles (EVs) are steering the world toward a greener tomorrow, and their batteries are the beating heart of this revolution. With demand skyrocketing, the next decade promises seismic shifts in technology, markets, and competition.

This report unpacks the electrifying future of EV batteries-where we're headed, who's leading the charge, and how manufacturers can stay ahead in this high-voltage race.

The Electric Horizon: Where EVs Are Headed in 10 Years

The EV industry is gearing up for a massive leap over the next 5 to 10 years. Sales are expected to surge, with EVs potentially claiming 20-30% of global new car sales by 2030, a steep climb from 4% in 2020. This boom hinges on shrinking battery costs, sprawling charging networks, and government policies slamming the brakes on fossil-fuel vehicles. Battery energy density could double, pushing ranges beyond 500 miles, while ultra-fast charging slashes wait times to mere minutes. Countries like those in the EU are eyeing 2035 to phase out internal combustion engines, turbocharging EV adoption.

"The EV tipping point is near-by 2030, one in three new cars could be electric, driven by cheaper batteries and a global push to ditch gas guzzlers."

Battery Breakthroughs: Powering Tomorrow's Drives

Today, lithium-ion batteries reign supreme, with Nickel-Manganese-Cobalt (NMC) delivering long ranges and Lithium Iron Phosphate (LFP) slashing costs and boosting safety.

Lithium-Ion Variants: NMC batteries, using lithium nickel manganese cobalt oxides, are common for high energy density, while LFP batteries, with 41% global market share by capacity in 2023, are cheaper and more sustainable. <>LFP's adoption is driven by its lower cost, despite lower energy density

Emerging Technologies: Sodium-ion batteries, announced for mass production by companies like BYD and CATL in 2023, could cost 20% less, suitable for urban EVs and stationary storage. Solid-state batteries, pioneered by <>Toyota and QuantumScape, promise higher energy density and safety but are not yet commercial.

Innovations: Dual-ion batteries (DIB) and bipolar LFP batteries are emerging, offering quick charging and higher voltage, though cycle life remains a challenge.

"Solid-state batteries could zap EV ranges past 600 miles, but their high costs mean lithium-ion will hold the wheel for another decade."

The Global Battery Battle: Who's Winning?

Regional leadership in the EV battery market is evident, with distinct roles:

• China: Dominates with over 51% market share in 2022, driven by low production costs and firms like CATL (37.9% global share in 2024) and BYD (17.2%). LFP batteries, cheaper to produce, are prevalent, with two-thirds of EV sales using this chemistry in 2023.
• North America: Growing, with the US attracting $210 billion in investments since 2021, led by Tesla and partnerships like Ford with SK On. However, production costs are 20% higher than in China.
• Europe: Faces challenges with higher costs (50% more than China) and supply chain weaknesses, with Northvolt's bankruptcy highlighting difficulties. Efforts to build local capacity include gigafactory projects, aiming for 35-40 by 2030.
• Asia Pacific: Emerging markets like India and South Korea are growing, with India seeing 70% year-on-year EV registration growth in 2023, supported by schemes like FAME II .

The EV battery market is a geopolitical chessboard. China commands over 70% of global production, with giants like CATL and BYD flexing muscle through scale and subsidies. Japan and South Korea follow, with Panasonic and LG Chem powering brands like Tesla and Hyundai. Europe's scrambling to catch up, pumping funds into the European Battery Alliance to build its own supply chain. North America, led by Tesla's Nevada Gigafactory, is revving up domestic production to cut reliance on Asia.

Here's a snapshot of regional capacities:

Type	Advantages	Disadvantages	Adoption
NMC	High energy density (~250 Wh/kg)	Expensive (cobalt reliance)	Declining (Tesla, GM phasing out)
LFP	Cheap, long lifespan, cobalt-free	Lower energy density (~180 Wh/kg)	Dominating (Tesla, BYD, Ford)
Solid-State	Ultra-high energy density (~500 Wh/kg)	Not yet commercialized	Toyota, QuantumScape targeting 2026–2030

Region	Current capacity(GWh)	Projected 2030(GWh)	Projected 2035(GWh)
Asia	500	1500	3000
Europe	50	400	800
North America	100	300	600

Battery Giants Face Off: The Heavyweight Showdown

Competition among battery makers is fierce. Here's how the big players stack up:

CATL thrives on volume, LG Chem on cutting-edge tech, Panasonic on Tesla's coattails, and BYD on owning the whole EV chain. Asia's supply chain edge keeps it ahead, but Europe and North America are pouring cash into R&D to close the gap.

Highlights:

• Leaders: China leads, with CATL and BYD dominating, benefiting from integrated supply chains and lower costs. CATL's 339.3 GWh installations in 2024 underscore its lead.
• Followers: North American firms like LG Energy Solution and European players like Northvolt face challenges, with Europe's higher costs (50% more than China) and supply chain weaknesses. Northvolt's bankruptcy in 2024 highlights these difficulties.

OEM Competition and New Entrants

• OEM Strategies: Companies like Tesla, BYD, and traditional OEMs (GM, Volkswagen) compete on pricing, innovation, and supply chain control. Tesla's market share fell from 17% in 2019 to 13% in 2022 due to competition. Vertical integration, like Tesla's gigafactories, provides cost advantages.
• New Entrants: Asian firms, especially Chinese, find space through niche markets (e.g., affordable small cars) and government subsidies, disrupting Europe's market. They leverage online sales and community-building strategies.

Established automotive manufacturers and emerging players are engaged in intense competition within the electric vehicle (EV) market. Industry leaders such as Tesla, Volkswagen, and General Motors (GM) are pursuing aggressive strategies to strengthen their positions. Tesla is vertically integrating its battery production to enhance self-sufficiency, Volkswagen is collaborating with Northvolt to ensure a reliable battery supply, and GM is focusing on the development of mass-market EVs to broaden its customer base.

Concurrently, new entrants such as Rivian, which specializes in electric trucks, and Lucid Motors, which targets the luxury EV segment, are entering the market by leveraging innovative designs and advanced technology to capture market share. A critical determinant of success in this competitive landscape is the ability to secure a stable and sufficient supply of batteries.

New entrants like Rivian could disrupt the established automakers, but only if they lock down batteries in a supply-starved world.

Final conclusion:

What's Next for EV Batteries?

The EV battery market is set for exponential growth, with demand soaring as electrification takes hold. Asia leads today, but Europe and North America are closing the gap through investment and innovation. Price volatility and competition pose challenges, yet opportunities abound for those who innovate and adapt. For tier-1 suppliers and battery manufacturers, the path forward is clear: invest in technology, secure supply chains, and embrace sustainability to power the EVs of tomorrow.

Key Questions Answered:

• What battery technology shifts (solid-state, sodium-ion) will disrupt the market by 2035, and how should companies prepare?
• Which regulatory changes (EU Battery Regulation, IRA sourcing rules) will impact market access and profitability?
• Where should OEMs source critical materials to reduce China dependence while maintaining cost competitiveness?
• How can Tier 1 suppliers maintain relevance as OEMs like Tesla vertically integrate battery production?
• What R&D investments (solid-state, silicon anodes) offer the highest ROI for battery component suppliers?
• Which emerging markets (India's PLI scheme, Poland's recycling hub) present the best growth opportunities?
• How can Tier 2 suppliers protect margins against volatile lithium (300% price spikes) and cobalt prices?
• Which alternative chemistries (sodium-ion, LFP) will reshape raw material demand in next 5-10 years?
• How will recycling innovations (second-life batteries, 30% cost reductions) transform the supply chain?
• What strategic timelines (short/mid/long-term) should different players follow to maintain competitiveness?

Companies Mentioned:

TABLE OF CONTENTS

RESEARCH SCOPE

RESEARCH METHODOLOGY

BATTERY TECHNOLOGY TRENDS AND DYNAMIC

• RAW MATERIAL SHORTAGE AND RECYCLING BRIDGING THE GAP BY 2030
• CHINA'S DOMINANCE FLOODING GLOBAL MARKET WITH LFP BATTERIES
• POTENTIAL NEW TARIFFS BY US AND EU ON CHINESE BATTERIES BOOMING THE DOMESTIC MANUFACTURING
• GIGAFACTORY CONSTRUCTIONS ON RISE- TESLA, GM, FORD ON LEAD
• AI DRIVEN BATTERY MANAGEMENT SYSTEM (BMS)
• BATTERY SWAPPING NETWORKS GAINING TRACTION
• BATTERY AS A SERVICE (BAAS) MODEL

MARKET OUTLOOK AND FORECAST

• GLOBAL EV CAR SALES FORECAST - BREAKDOWN BY VEHICLE TYPE AND REGION
• EV BATTERY PRODUCTION STATISTICS BY REGION
• GIGAFACTORY CAPACITY- PLANNED VS OPERATIONAL
• EV BATTERY MARKET SIZING AND FORECAST, 2025-2035
• EV BATTERIES INSTALLED CAPACITY, GWH IN 2024, ESTIMATED IN 2025, FORCASTED TO 2035
• EV BATTERIES MARKET SIZE- BREAKDOWN BY TECHNOLOGY TYPE , 2025-2035
• LITHIUM-ION- LFP AND NMC
• EMERGING TECH- SOLID-STATE AND SODIUM-ION
• EV BATTERIES MARKET SIZE- REGIONAL BREAKDOWN, 2025-2035
• NORTH AMERICA MARKET, 2025-2035
• EUROPE MARKET, 2025-2035
• CHINA MARKET, 2025-2035
• ASIA-PACIFIC (EXCEPT CHINA) MARKET, 2025-2035

KEY MARKET CHALLENGES

• GEOPOLITICAL TENSIONS (CHINA-WEST DECOUPLING)
• RAW MATERIAL PRICE VOLATILITY
• SOLID-STATE DELAYS
• CHANGING SUBSIDY POLICIES

COMPETITION ASSESSMENT

• COMPETITOR BENCHMARKING
• MARKET SHARE ANALYSIS
• TOP BATTERY MAKERS
• OEM IN-HOUSED VS OUTSOURCED BATTERIES
• JOINT VENTURES FOR GIGAFACTORIES
• START-UPS AND OEM PARTENRSHIPS
• CROSS INDUSTRY COLLABORATIONS

COMPANY PROFILES

• Tesla
• Byd
• CaTL
• LG Energy Solution
• Panasonic
• SK On
• Northvolt
• Samsung SDI
• QuantumScape
• Solid Power
• Nio
• ChargePoint
• ABB
• StoreDot
• Freyr Battery
• ACC (Automotive Cells Co.)
• Farasis Energy
• Envision AESC
• Microvast
• Romeo Power
• ProLogium
• Nexeon
• Ample
• SparkCharge
• Electrify America
• Ionity
• Our Next Energy (ONE)

RECOMMENDATIONS FOR STAKEHOLDERS - OEMS, SUPPLIERS, AND INVESTORS

APPENDICES

LIST OF SECONDARY SOURCES

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