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市场调查报告书
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南美洲电动车用锂离子电池：市场占有率分析、产业趋势与成长预测（2025-2030）

South America 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 120 Pages | 商品交期: 2-3个工作天内

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简介目录

南美洲电动车锂离子电池市场规模预计2025年为1亿美元，2030年将达2.2亿美元，预测期间（2025-2030年）复合年增长率为15.66%。

南美洲电动车锂离子电池-市场-IMG1

主要亮点

  • 从长远来看，锂离子电池价格的下降以及巴西、哥伦比亚、阿根廷和智利电动车的普及预计将推动市场成长。
  • 另一方面，与传统内燃机汽车相比，电动车的资本成本更高，而巴西和哥伦比亚等新兴国家缺乏强大的充电基础设施和网络，预计将抑制市场成长。
  • 然而，南美国家电动车采用固体锂离子电池预计将为市场成长创造利润丰厚的机会。
  • 由于有利的政府政策和电动车的普及，巴西预计将主导市场。

南美洲电动车锂离子电池市场趋势

电池电动车 (BEV) 领域预计将主导市场

  • 电池式电动车(BEV)，通常也称为电动车，使用大型牵引电池组为马达提供动力。这种类型的电动车必须连接到墙壁插座或称为电动车供电设备 (EVSE) 的充电设施。
  • 南美地区汽车需求的增加、创新和先进技术的进步、消费者使用省油车的电池式电动车增强以及减少温室气体和排放气体的意识增强等因素正在推动该地区汽车需求的增长。
  • BEV 是全电动汽车，通常没有内燃机 (ICE)、燃料箱或排气管。为车辆提供动力的能量来自电池组并透过电网充电。纯电动车是零排放车，这意味着它们不会产生传统汽油动力汽车的有害废气排放和空气污染风险。
  • 近年来，南美汽车工业经历了显着成长。该地区对纯电动车（EV）的需求正在增加，特别是在乘用车领域。这种激增是由于人们意识的增强、对环境问题的日益关注以及政府努力促进电动车的采用等因素造成的。与 2022 年相比，2023 年该地区的电动车销量显着成长 18% 以上。
  • 2023年，巴西进口了价值7.35亿美元的中国纯电动车。中国对巴西纯电动车出口成长远超中国「新三大」产业（电动车、锂离子电池、太阳能电池）整体出口成长。
  • 鑑于上述情况，由于电动车使用量的增加，预计纯电动车市场将在巴西、哥伦比亚和秘鲁市场占据主导地位。

巴西可望主导市场

  • 巴西是最大的锂离子电池市场之一，主要是由于对电动车的高需求。巴西对锂离子电池的需求正在增加，这可能会显着促进市场成长。
  • Rota 2030计画旨在提高交通部门的能源效率，预计将显着提振巴西的电动车市场。电动车采用率的快速成长可能会在预测期内显着促进市场成长。
  • 根据国际能源总署 (IEA) 的数据，纯电动车 (BEV) 销量到 2023 年将达到约 19,000 辆，比 2022 年的约 8,500 辆增长超过 123.5%。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。
  • 2024 年 5 月，矿商和锂供应商 AMG Critical Materials 宣布扩大在巴西的采矿业务。在巴西，AMG的锂精矿扩建正在按计画进行，预计该厂的额定产能将在2024年第四季从先前的每年9万吨达到13万吨。
  • 2024年5月，巴西政府宣布对电动和混合动力汽车的进口关税进行重大调整。这项期待已久的政策转变旨在刺激国内电动车生产并减少对进口车的依赖。透过引入配额制度，政府打算促进国内生产，同时平衡进口汽车的进入。
  • 2024年2月，巴西矿业公司Sigma Lithium宣布计画在巴西国家开发银行融资下投资9,940万美元。 Sigma 在巴西米纳斯吉拉斯州的第二家新工厂预计产量将增加近一倍，达到每年 51 万吨。
  • 因此，预计巴西将在预测期内主导市场。

南美洲电动车锂离子电池产业概况

南美洲的电动车锂离子电池市场已被削减一半。该市场的主要企业包括（排名不分先后）特斯拉公司、LG Energy Solution Ltd.、松下控股公司、金霸王公司和三星SDI。

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

第二章调查方法

第三章执行摘要

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
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 锂离子电池价格下降
      • 电动车的扩张
    • 抑制因素
      • 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
  • 投资分析

第五章市场区隔

  • 按车型分类
    • 客车
    • 商用车
    • 其他车辆（摩托车、Scooter等）
  • 依推进类型
    • 纯电动车（BEV）
    • 插电式混合动力汽车(PHEV)
    • 混合动力电动车（HEV）
  • 按地区
    • 巴西
    • 哥伦比亚
    • 秘鲁
    • 阿根廷
    • 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
  • 公司简介
    • BYD Company Ltd
    • Contemporary Amperex Technology Co. Limited
    • EnerSys
    • Duracell Inc.
    • Clarios（Formerly Johnson Controls International PLC）
    • Panasonic Holdings Corporation
    • LG Energy Solutions Ltd
    • VARTA AG
  • Market Ranking/Share（%）Analysis
  • List of Other Prominent Companies（Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.）

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: 50003549

The South America Lithium-ion Battery For Electric Vehicle Market size is estimated at USD 0.10 billion in 2025, and is expected to reach USD 0.22 billion by 2030, at a CAGR of 15.66% during the forecast period (2025-2030).

South America Lithium-ion Battery For Electric Vehicle - Market - IMG1

Key Highlights

  • Over the long term, declining lithium-ion battery prices and the growing adoption of electric vehicles in Brazil, Colombia, Argentina, and Chile are expected to drive the growth of the market.
  • On the other hand, the higher capital cost of electric vehicles compared to traditional internal combustion vehicles and the lack of robust charging infrastructure and networks in developed countries such as Brazil and Colombia are expected to restrain the market's growth.
  • Nevertheless, the adoption of solid-state lithium-ion batteries for electric vehicles in South American countries is expected to create lucrative opportunities for the growth of the market.
  • Brazil is expected to dominate the market, with favorable government policies and increasing adoption of electric vehicles.

South America Lithium-ion Battery For Electric Vehicle Market Trends

The Battery Electric Vehicle (BEV) Segment is expected to Dominate the Market

  • Battery electric vehicles (BEVs), also commonly referred to as Electric Vehicles, use a large traction battery pack to power the electric motor. These types of EVs must be plugged into a wall outlet or charging equipment called electric vehicle supply equipment (EVSE).
  • Factors like increasing demand for automotive vehicles across South America, growing innovation and advanced technology, rising consumer awareness about the use of fuel-efficient cars, and growing awareness to reduce greenhouse gasses and emissions are driving the demand for battery electric vehicles (BEV) across the region.
  • BEVs are fully electric vehicles and typically do not have an internal combustion engine (ICE), fuel tank, or exhaust pipe; they rely only on stored electricity for propulsion. The energy to run the vehicle comes from the battery pack, which is recharged from the grid. BEVs are zero-emissions vehicles, as they do not generate any harmful tailpipe emissions or air pollution hazards caused by traditional gasoline-powered vehicles.
  • The South American vehicle industry has witnessed notable growth in recent years. The region has seen increased demand for battery electric vehicles (EVs), especially in the passenger car segment. This surge can be attributed to factors like heightened awareness, growing environmental concerns, and governmental initiatives promoting EV adoption. EV sales in the region saw a notable increase of more than 18% in 2023 compared to 2022.
  • Brazil imported USD 735 million worth of Chinese BEVs in 2023. The growth in Chinese exports of BEVs to Brazil far exceeded the overall rate of increase in exports across China's "new three" industries: electric vehicles, lithium-ion batteries, and solar photovoltaic cells.
  • Owing to the above points, the battery electric vehicle segment is expected to dominate the market due to the increasing utilization of electric vehicles in Brazil, Colombia, and Peru.

Brazil is Expected to Dominate the Market

  • Brazil is one of the largest markets for lithium-ion batteries, mainly due to the high demand for electric vehicles. The demand for lithium-ion batteries in Brazil is increasing, which may offer a significant boost to the market's growth.
  • The Rota 2030 program aims to improve energy efficiency in the transportation sector, which would be a major boost for the Brazilian electric vehicle market. The surge in the deployment of electric vehicles is likely to significantly boost market growth during the forecast period.
  • As per the International Energy Agency (IEA), the battery electric vehicle (BEV) cars sales were around 19,000 units (BEV cars) in 2023, an increase of over 123.5% from around 8,500 units in 2022. As the sales of BEVs continue to rise, the demand for EV batteries, such as lithium-ion batteries, has become increasingly vital.
  • In May 2024, Miner and lithium supplier AMG Critical Materials announced the expansion of its mining operations in Brazil. In Brazil, the expansion of AMG's lithium concentrate has been progressing as planned, with the plant expected to reach a full nameplate capacity of 130,000 mt/year during Q4 2024, up from a previous capacity of 90,000 mt/year.
  • In May 2024, the Brazilian government announced significant changes to the import tariffs for electric and hybrid vehicles. This long-awaited policy shift aims to stimulate national production of electrified vehicles and reduce the dependency on imported cars. By implementing a quota system, the government intends to balance the entry of imported vehicles while fostering local manufacturing.
  • In February 2024, Sigma Lithium, a Brazilian mining company, announced its plans to invest USD 99.4 million in Brazil, backed by financing from the National Development Bank. The new plant, Sigma's second one in the Brazilian state of Minas Gerais, is expected to almost double its output to 510,000 metric tons annually.
  • Thus, Brazil is expected to dominate the market during the forecast period.

South America Lithium-ion Battery For Electric Vehicle Industry Overview

The South American market for lithium-ion batteries for electric vehicles is semi-fragmented. Some of the key players in the market (in no particular order) include Tesla Inc., LG Energy Solution Ltd, Panasonic Holdings Corporation, Duracell Inc., and Samsung SDI 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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

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 Growing Adoption of Electric Vehicles
    • 4.5.2 Restraints
      • 4.5.2.1 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
  • 4.8 Investment Analysis

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 Brazil
    • 5.3.2 Colombia
    • 5.3.3 Peru
    • 5.3.4 Argentina
    • 5.3.5 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 BYD Company Ltd
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 EnerSys
    • 6.3.4 Duracell Inc.
    • 6.3.5 Clarios (Formerly Johnson Controls International PLC)
    • 6.3.6 Panasonic Holdings Corporation
    • 6.3.7 LG Energy Solutions Ltd
    • 6.3.8 VARTA AG
  • 6.4 Market Ranking/Share (%) Analysis
  • 6.5 List of Other Prominent Companies (Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.)

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

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