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市场调查报告书
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1636174

电动汽车用锂离子电池：市场占有率分析、产业趋势、成长预测（2025-2030）

Lithium-ion Battery For Electric Vehicle - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 130 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2025年电动车锂离子电池市场规模为781.7亿美元，预计2030年将达2,059.5亿美元，预测期内（2025-2030年）复合年增长率为21.38%。

电动车用锂离子电池-市场-IMG1

从中期来看，锂离子电池价格的下降、电动车的普及以及政府的支持措施和倡议预计将在预测期内推动电动车市场对锂离子电池的需求。

同时，替代电池技术的兴起和原材料供需失配预计将阻碍预测期内的市场成长。电动车采用固体锂离子电池预计将为电动车市场的锂离子电池创造巨大的机会。由于亚太地区电动车的普及率不断提高，预计亚太地区将成为电动车市场锂离子电池的主导地区。

电动车锂离子电池市场趋势

纯电动车 (BEV) 领域出现显着成长

  • 纯电动车（BEV）通常也被称为带有马达的电动车。纯电动车是全电动汽车，这意味着它们没有内燃机 (ICE)、燃料箱或排气管，而是依靠电力来推进。车辆的能量来自电池组并透过电网充电。纯电动车是零排放车，这意味着它们不会像传统汽油动力汽车那样带来有害废气排放或空气污染的风险。
  • 随着电动车，特别是纯电动车 (BEV) 的发展和普及，全球汽车产业正在经历转型。随着技术的进步、政府的支持以及人们对环境问题认识的提高，纯电动车已成为应对气候变迁挑战和减少对石化燃料依赖的有前景的解决方案。
  • 近年来，纯电动车的采用在全球范围内显着增长。电池技术的进步正在带来更长的行驶里程和充电基础设施的普及，有助于克服最初的进入障碍。特斯拉、比亚迪、塔塔、雪佛兰、日产和福特等汽车製造商对于纯电动车的采用至关重要，它们提供价格实惠的车款来吸引广大消费者。
  • 根据国际能源总署（IEA）预测，2023年全球纯电动车（BEV）销量约950万辆，比2022年的约730万辆成长30%以上。同样，2023年全球纯电动汽车总保有量达到约2,800万辆。随着纯电动车销量的不断增加，对锂离子电池等电动车电池的需求变得越来越重要。
  • 各国正实施各种措施和奖励，以加速纯电动车的普及。在美国，联邦税额扣抵抵免、州回扣和补贴使更多人负担得起并使用电动车。一些州制定了雄心勃勃的目标，以逐步淘汰内燃机汽车（ICE）并推广电动车的使用。因此，纯电动车的采用正在增加，预计将在预测期内增加对锂离子电池的需求。
  • 未来几年，多个政府计划加速电动车的采用。 2024年5月，法国政府设定了国内汽车製造商未来10年生产200万辆电动或混合动力汽车的目标。根据财政部的简报，根据与政府达成的新中期规划协议，该行业将同意到 2027 年销售 80 万辆电动车的临时目标，高于 2022 年的 20 万辆。该汽车製造商的目标是将电动车销量从 2022 年的 16,500 辆增加到同期的每年 10 万辆。预计这些将为电动车二次电池（例如锂离子电池）带来巨大需求，以支持该地区道路上越来越多的电池驱动电动车。
  • 几家中国汽车製造商正在寻求在世界各地建立和扩大电动车製造和组装工厂，以扩大销售。例如，中国出口量最大的汽车製造商奇瑞汽车于2024年4月宣布，将与西班牙EV Motors成立合资企业，并在加泰隆尼亚开设其在欧洲的第一个生产基地。生产计划于 2024 年下半年开始，初级合作伙伴奇瑞将在该工厂生产 Omoda 车辆。汽车製造商正在考虑到 2030 年在英国建立汽车工厂。
  • 2024年3月，印度政府核准了一项价值5亿美元的新电动车（EV）计划，提供各种奖励以吸引全球电动车公司的投资，并将印度定位为尖端电动车製造商的主要基地。其他目标包括为印度消费者提供先进的电动车车型、扩大印度製造生态系统、降低生产成本以及培育具有竞争力的国内汽车製造业等。这种情况预计将对纯电动车製造业产生正面影响，进而推动电动车应用对锂离子电池的需求。
  • 由于上述因素，预计纯电动车领域将在预测期内主导电动车（EV）锂离子电池市场。

亚太地区预计将主导市场

  • 亚太地区拥有全球最大、成长最快的经济体，预计将主导全球电动车 (EV) 锂离子电池市场。随着电动车在中国、印度和日本等国家的快速普及，锂离子电池已成为重要的电池化学材料。
  • 根据国际能源总署（IEA）的公告，2023年中国电动车（包括纯电动车和插电式混合动力车）持有将约为2,180万辆。同样，同年印度和日本的电动车库存量分别约为 15 万辆和 54 万辆。 2023年中国电动车电池需求量约为每年417GWh，约占2023年全球需求的54%，较2022年大幅成长32%以上。这凸显了中国在电动车电池领域的主导地位的重要性。
  • 亚太地区也正在成为电动车和电池系统的製造地，预计锂离子电池等二次电池将取得重大发展。中国、韩国和日本的主要汽车製造商预计将加快该地区的锂离子电池生产能力。
  • 国际能源总署（IEA）表示，在中国的带动下，亚太地区的锂离子电池製造能力预计在未来几年将大幅成长。该机构预计，中国锂离子电池製造能力将从2022年的约1.20太瓦时增加到2030年的4.65太瓦时。
  • 该地区的锂离子电池开发正在取得进展。 2024年6月，印度电池製造商Amara Raja Energy and Mobility与中国国轩高科子公司Gotion-InoBat-Batteries (GIB)签署授权合约，在印度生产锂离子电池。吉布磷酸锂铁
  • 根据授权合约，这家印度公司将获得电池技术智慧财产权、建立超级工厂设施的支持，以及融入国轩的全球供应链网路。 Gothion的最大股东是德国汽车製造商大众汽车，专门生产新能源汽车用锂离子二次电池。印度汽车製造商主要从中国和韩国进口电动车电池，国内电池供应商近年来也投资发展国内锂离子电池产能。
  • 亚太地区也是一些全球最大的锂离子电池关键原料（例如锂、钴和石墨）生产商和供应商的所在地。丰富的原材料供应，加上该地区强大的製造能力，为锂离子电池市场的成长创造了有利的环境。
  • 例如，印尼持有约全球22%的镍蕴藏量。同样，西澳大利亚地区的锂蕴藏量占全球的24%，使亚太地区成为锂离子电池开发和製造的理想地区。
  • 因此，鑑于上述几点，预计亚太地区将成为预测期内电动车市场锂离子电池的主导地区。

电动汽车锂离子电池产业概况

电动车锂离子电池市场正在变得半固体。该市场的主要企业包括松下公司、三星SDI、宁德时代新能源科技有限公司（CATL）、LG能源解决方案有限公司、天津力神电池股份有限公司等。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第 2 章执行摘要

第三章调查方法

第四章市场概况

  • 介绍
  • 2029年之前的市场规模与需求预测（单位：美元）
  • 最新趋势和发展
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • 锂离子电池价格下降
      • 电动车的扩张
      • 政府支持措施和倡议
    • 抑制因素
      • 替代电池技术的兴起
      • 原料供需不匹配
  • 供应链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代产品/服务的威胁
    • 竞争公司之间的敌对关係

第五章市场区隔

  • 车型
    • 客车
    • 商用车
    • 其他（摩托车、Scooter等）
  • 推进类型
    • 纯电动车（BEV）
    • 插电式混合动力汽车(PHEV)
    • 混合动力电动车（HEV）
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 北欧的
      • 俄罗斯
      • 欧洲其他地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 泰国
      • 马来西亚
      • 印尼
      • 越南
      • 其他亚太地区
    • 中东/非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 埃及
      • 奈及利亚
      • 卡达
      • 其他中东/非洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 智利
      • 南美洲其他地区

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略及SWOT分析
  • 公司简介
    • Panasonic Corporation
    • Samsung SDI Co. Ltd
    • Contemporary Amperex Technology Co. Ltd（CATL）
    • Tianjin Lishen Battery Joint-Stock Co. Ltd
    • LG Energy Solution Ltd
    • Trontek Electronics Pvt. Ltd
    • Greenfuel Energy Solutions Pvt. Ltd
    • Tesla Inc.
  • 其他知名公司名单（公司名称、总部地点、相关产品及服务、联络资讯等）
  • 市场排名分析

第七章 市场机会及未来趋势

  • 电动车采用固体锂离子电池
简介目录
Product Code: 50002582

The Lithium-ion Battery For Electric Vehicle Market size is estimated at USD 78.17 billion in 2025, and is expected to reach USD 205.95 billion by 2030, at a CAGR of 21.38% during the forecast period (2025-2030).

Lithium-ion Battery For Electric Vehicle - Market - IMG1

Over the medium term, declining lithium-ion battery prices, increasing adoption of electric vehicles, and supportive government policies and initiatives are expected to drive the demand for lithium-ion batteries in the electric vehicle market during the forecast period.

On the other hand, the emerging alternative battery technologies and the demand-supply mismatch of raw materials are expected to hinder the market's growth during the forecast period. The adoption of solid-state lithium-ion batteries for electric vehicles is anticipated to create vast opportunities for lithium-ion batteries in the electric vehicle market. Due to the increasing adoption of electric vehicles in the region, Asia-Pacific is expected to be a dominant region for lithium-ion batteries in the electric vehicle market.

Lithium-ion Battery For Electric Vehicle Market Trends

Battery Electric Vehicle (BEV) Segment to Witness Significant Growth

  • Battery electric vehicles (BEVs) are also commonly known as electric vehicles with an electric motor. BEVs are fully electric vehicles that typically do not include an internal combustion engine (ICE), fuel tank, or exhaust pipe and rely on electricity for propulsion. The vehicle's energy comes from the battery pack, which is recharged from the grid. BEVs are zero-emission vehicles, as they do not generate harmful tailpipe emissions or air pollution hazards caused by traditional gasoline-powered vehicles.
  • The global automotive industry has been transforming, with electric vehicles, particularly battery electric vehicles (BEVs), gaining momentum and popularity. With the growing technological advancements, government support, and increasing environmental concerns, BEVs emerged as a promising solution to address the challenges of climate change and reduce reliance on fossil fuels.
  • In recent years, the adoption of battery-electric vehicles has grown significantly worldwide. Improving battery technology has led to extended driving ranges and a surge in charging infrastructure, helping overcome the initial entry barriers. Automakers such as Tesla, BYD, Tata, Chevrolet, Nissan, and Ford are vital in popularizing BEVs, offering affordable models that appeal to a broader range of consumers.
  • As per the International Energy Agency (IEA), the global battery electric vehicle (BEV) cars sales were around 9.5 million units (BEV cars) in 2023, an increase of over 30% from around 7.3 million units in 2022. Similarly, the total BEV car stocks worldwide reached around 28 million units in 2023. As the sales of BEVs continue to rise, the demand for EV batteries, such as lithium-ion batteries, has become increasingly vital.
  • Countries have been implementing various initiatives and incentives to accelerate the adoption of BEVs. In the United States, federal tax credits, state rebates, and subsidies helped make EVs affordable and accessible to a broader audience. Several states have set ambitious targets to phase out internal combustion engine (ICE) vehicles and promote the use of electric cars. Therefore, the growing adoption of BEVs is anticipated to boost the demand for lithium-ion batteries over the forecast period.
  • Several governments plan to boost the adoption of EVs in the coming years. In May 2024, the French government set a goal for the nation's carmakers to produce two million electric or hybrid vehicles by the end of the decade. Under a new medium-term planning agreement with the government, the industry is set to agree to an interim goal of 800,000 electric vehicle sales by 2027, up from 200,000 in 2022, according to a finance ministry briefing. Carmakers aim to increase sales of electric light utility vehicles to 100,000 annually over the same period, from only 16,500 in 2022. All these are expected to create a vast demand for rechargeable EV batteries, such as lithium-ion batteries, to support the growing battery electric vehicles on the roads in the region.
  • Several Chinese carmakers have been looking to set up and expand EV manufacturing and assembly plants globally to ramp up sales. For example, Chery Auto, China's largest automaker by export volume, announced on April 2024 that it signed a joint venture with Spain's EV Motors to open its first European manufacturing site in Catalonia. The production is set to start later in 2024, with junior partner Chery producing its Omoda vehicles at the plant. Carmakers are considering building car factories in Britain by 2030.
  • In March 2024, the Indian government approved a new USD 500-million-worth Electric Vehicle (EV) Policy, offering a range of incentives to draw investments from global EV companies and positioning India as a prime manufacturing hub for state-of-the-art EVs. Other objectives include providing Indian consumers access to cutting-edge EV models, expanding the Make in India ecosystem, lowering production costs, and fostering a competitive domestic auto manufacturing industry. Such a scenario is expected to impact the BEV manufacturing industry positively, which, in turn, boosts the demand for lithium-ion batteries for EV applications.
  • Due to the abovementioned factors, the BEV segment is expected to dominate the lithium-ion battery for electric vehicle (EV) market over the forecast period.

Asia-Pacific is Expected to Dominate the Market

  • Asia-Pacific is expected to dominate the global lithium-ion battery for electric vehicle (EV) market, as the region is home to some of the world's largest and fastest-growing economies. Countries such as China, India, and Japan are experiencing a surge in the adoption of electric vehicles, where lithium-ion batteries are crucial battery chemistries.
  • As per the International Energy Agency (IEA), the total EV car stocks, including (both BEV and PHEV) in China was around 21.8 million units in 2023. Similarly, India and Japan had approximately 0.15 million and 0.54 million units of EV car stocks in the same year, respectively. In 2023, China had an EV battery demand of about 417 GWh per year, or about 54% of the world demand in 2023, recording over 32% surge from 2022. This highlights the importance of the country's dominance in EV batteries.
  • Asia-Pacific is also emerging as a manufacturing hub for electric vehicles and battery systems, which is expected to witness significant developments in rechargeable batteries such as lithium-ion batteries. Major automotive manufacturers in China, South Korea, and Japan are expected to accelerate the region's lithium-ion battery manufacturing capacity.
  • As per the International Energy Agency (IEA), the lithium-ion battery manufacturing capacity in Asia-Pacific is expected to grow significantly in the coming years, with China leading the way. The agency estimated that the Chinese lithium-ion battery manufacturing capacity will rise to 4.65 TWh in 2030 from around 1.20 TWh in 2022.
  • The region has been seeing developments in the lithium-ion batteries. In June 2024, Indian battery maker Amara Raja Energy and Mobility signed a licensing agreement with Gotion-InoBat-Batteries (GIB), a unit of China-based Gotion High Tech Co, to produce lithium-ion batteries in India. GIB EnergyX Slovakia, a joint venture between Gotion and Slovakia-based InoBat, will license Gotion's lithium iron phosphate technology for lithium-ion cells to a unit of Amara Raja.
  • Under the licensing agreement, the Indian company will gain access to cell technology IP, support for establishing Gigafactory facilities, and integration into Gotion's global supply chain network. Gotion, whose largest shareholder is the German automaker Volkswagen, specializes in lithium-ion rechargeable batteries for new-energy vehicles. Indian automakers mainly import EV batteries from China and South Korea, and domestic battery suppliers have invested in developing lithium-ion battery production capabilities within the country in recent years.
  • Asia-Pacific is also home to some of the world's largest producers and suppliers of critical raw materials used in lithium-ion batteries, such as lithium, cobalt, and graphite. This abundant availability of raw materials, coupled with the region's strong manufacturing capabilities, has created a favorable environment for the growth of the lithium-ion battery market.
  • For instance, Indonesia holds approximately 22% of the global nickel reserves. Similarly, the Western Australia region has 24% of the global lithium reserves, which makes Asia-Pacific ideal for lithium-ion battery development and manufacturing.
  • Therefore, as per the abovementioned points, Asia-Pacific is expected to be the dominant region for lithium-ion batteries in the electric vehicle market during the forecast period.

Lithium-ion Battery For Electric Vehicle Industry Overview

The lithium-ion battery for the electric vehicle market is semi-consolidated. Some key players in the market include Panasonic Corporation, Samsung SDI Co. Ltd, Contemporary Amperex Technology Co. Ltd (CATL), LG Energy Solution Ltd, and Tianjin Lishen Battery Joint-Stock Co. Ltd.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Declining Lithium-ion Battery Prices
      • 4.5.1.2 Increasing Adoption of Electric Vehicles
      • 4.5.1.3 Supportive Government Policies and Initiatives
    • 4.5.2 Restraints
      • 4.5.2.1 Emerging Alternative Battery Technologies
      • 4.5.2.2 Demand-Supply Mismatch of Raw Materials
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Vehicle Type
    • 5.1.1 Passenger Vehicles
    • 5.1.2 Commercial Vehicles
    • 5.1.3 Other Vehicles (Bikes, Scooters, etc.)
  • 5.2 Propulsion Type
    • 5.2.1 Battery Electric Vehicle (BEV)
    • 5.2.2 Plug-in Hybrid Electric Vehicle (PHEV)
    • 5.2.3 Hybrid Electric Vehicles (HEV)
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 United Kingdom
      • 5.3.2.3 France
      • 5.3.2.4 Italy
      • 5.3.2.5 Spain
      • 5.3.2.6 Nordic
      • 5.3.2.7 Russia
      • 5.3.2.8 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Japan
      • 5.3.3.4 South Korea
      • 5.3.3.5 Thailand
      • 5.3.3.6 Malaysia
      • 5.3.3.7 Indonesia
      • 5.3.3.8 Vietnam
      • 5.3.3.9 Rest of Asia-Pacific
    • 5.3.4 Middle East and Africa
      • 5.3.4.1 Saudi Arabia
      • 5.3.4.2 United Arab Emirates
      • 5.3.4.3 South Africa
      • 5.3.4.4 Egypt
      • 5.3.4.5 Nigeria
      • 5.3.4.6 Qatar
      • 5.3.4.7 Rest of Middle East and Africa
    • 5.3.5 South America
      • 5.3.5.1 Brazil
      • 5.3.5.2 Argentina
      • 5.3.5.3 Chile
      • 5.3.5.4 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted & SWOT Analysis for Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Panasonic Corporation
    • 6.3.2 Samsung SDI Co. Ltd
    • 6.3.3 Contemporary Amperex Technology Co. Ltd (CATL)
    • 6.3.4 Tianjin Lishen Battery Joint-Stock Co. Ltd
    • 6.3.5 LG Energy Solution Ltd
    • 6.3.6 Trontek Electronics Pvt. Ltd
    • 6.3.7 Greenfuel Energy Solutions Pvt. Ltd
    • 6.3.8 Tesla Inc.
  • 6.4 List of Other Prominent Companies (Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.)
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Adoption of Solid-state Lithium-Ion Batteries for Electric Vehicles