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市场调查报告书
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1636471

亚太地区电动汽车电池製造：市场占有率分析、产业趋势与成长预测（2025-2030）

Asia Pacific Electric Vehicle Battery Manufacturing - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3个工作天内

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简介目录

亚太地区电动汽车电池製造市场规模预计到2025年为1007.6亿美元，预测期内（2025-2030年）复合年增长率为20.95%，到2030年预计达2608.1亿美元。

亚太地区电动汽车电池製造-市场-IMG1

主要亮点

  • 从中期来看，增加投资以提高电池产能和降低电池原材料成本预计将在预测期内推动电动车电池製造需求。
  • 另一方面，传统汽车因其高可靠性而销量增加，预计将在预测期内对电动车电池市场产生负面影响。
  • 然而，扩大产能、提高技术进步和降低成本等电动车的长期雄心勃勃的目标预计将在不久的将来为电动车电池製造市场提供重大机会。
  • 在预测期内，由于电动车普及率不断提高，印度成为亚太地区电动车电池製造市场成长最快的地区。

亚太地区电动汽车电池製造市场趋势

锂离子电池类型主导市场

  • 锂离子 (Li-ion) 电池彻底改变了电动车 (EV) 市场，并刺激了电池製造的创新。锂离子电池的关键特性，如高能量密度、长循环寿命和快速充电，使其成为当今电动车的选择。
  • 此外，锂​​离子二次电池具有优异的容量重量比，这使得它们优于其他技术。锂离子二次电池往往比其他替代品更昂贵，但市场主要参与者正在增加研发投资和扩大生产，加剧竞争并压低价格。
  • 儘管电动车电池组和电池能源储存系统（BESS）的平均价格有所上涨，但2023年电池价格仍大幅下降13%至139美元/kWh。据预测，这种下降趋势预计将持续下去，到2025年将达到113美元/千瓦时，并在2030年进一步降至80美元/千瓦时。
  • 在亚太地区，各国政府正在实施政策和奖励，以促进电动车（EV）的普及并鼓励增加锂离子电池的产量。这些政府正在优先考虑研究和开发，以确定具有成本效益且易于获得的钴等昂贵稀有材料的替代品。这项策略不仅降低了製造成本，也确保了更永续的供应链。
  • 例如，2024年5月，中国将投资约60亿元人民币（8.45亿美元）开发下一代电动车（EV）电池技术，包括混合模式。 ASSB最尖端科技，透过固体组件增强了传统锂离子电池 (LIB) 的性能。与传统电池相比，它们起火或爆炸的风险较低，并且具有优越的能量密度。这些创新预计将在未来几年推动对先进锂离子电池的需求，对该地区的电动车电池製造产生积极影响。
  • 此外，锂​​离子电池需求的激增正在推动被称为「超级工厂」的大型生产设施的建立。这些专业设施旨在大量生产电池，确保我们能够满足电动车 (EV) 不断增长的需求。该地区的主要企业推出了多个计划来加强锂离子电池製造。
  • 例如，2024年2月，BMW宣布计画在泰国罗勇兴建新电池工厂。该公司预计泰国将成为亚太地区电动车电池的主要出口基地，进一步加强该地区的锂离子电池供应。这些倡议将在未来几年加速该国的电池生产。
  • 因此，这些努力将扩大锂离子电池的产量，并在预测期内显着提高电动车电池的产能。

印度正在经历显着的成长

  • 随着印度采用更环保的行动解决方案，印度的电动车 (EV) 电池製造市场正在迅速扩大。这一增长是由政府倡议、电动车需求激增以及本地和国际参与者的大量投资所推动的。
  • 随着印度转向清洁能源，大力投资电动车已成为许多公司的首要任务。该地区的电动车销量正在飙升。例如，根据国际能源总署（IEA）的报告，2023年电动车销量将达到8.2万辆，比2022年增长70.8%，比2019年增长惊人的119倍。随着政府最近推出多个计划和倡议，电动车销量有望实现更大成长。
  • 印度国内和国际公司对电动车电池製造进行了大量投资。这些投资旨在加强该国的电动车基础设施、减少对石化燃料的依赖并支持永续交通。在政府支持政策和激励措施的推动下，印度正成为全球电动车领域的重要人物。
  • 例如，2024年7月，Ola Electric宣布将投资1亿美元兴建位于印度泰米尔纳德邦的超级工厂第一期工程。该工厂将生产国产锂离子电池。该公司计划在明年初之前从目前从韩国和中国进口的电池转变为自己生产电动车电池。此举将在未来几年提高全国的电池产量。
  • 此外，印度政府正在推出倡议，以增加电动车（EV）的使用并促进当地电池製造。这些措施包括对电动车购买者的补贴、对製造商的税收减免以及增加充电基础设施的投资。
  • 例如，印度政府在 2023 年制定了一个雄心勃勃的目标，即到 2030 年使私家车销量的 30%、商用车销量的 70%、两轮和三轮车的 80% 实现电动化。此外，政府还提供每千瓦时 10,000 印度卢比（120 美元）至 15,000 印度卢比（180 美元）的补贴奖励措施。这些努力不仅会促进电动车的产量和需求，还会增加预测期内该地区对电池製造的需求。
  • 因此，这些计划和措施将增强电动车的需求，进而显着增加未来几年电动车电池的製造需求。

亚太地区电动汽车电池製造业概况

亚太地区的电动车电池製造市场已减少一半。主要企业（排名不分先后）包括比亚迪有限公司、LG Energy Solution、Exide Industries Ltd、EnerSys 和松下控股公司。

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
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 投资增加电池产能
      • 电池原物料成本下降
    • 抑制因素
      • 传统汽车的高可靠性
  • 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

  • 透过电池
    • 锂离子
    • 铅酸电池
    • 镍氢电池
    • 其他的
  • 依电池形状分类
    • 方形
    • 袋型
    • 圆柱形
  • 搭车
    • 客车
    • 商用车
    • 其他的
  • 透过促销
    • 电池电动车
    • 油电混合车
    • 插电式混合动力电动车
  • 按地区
    • 中国
    • 印度
    • 澳洲
    • 马来西亚
    • 泰国
    • 印尼
    • 越南
    • 其他亚太地区

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 Co. Ltd
    • Panasonic Corporation
    • LG Energy Solution
    • EnerSys
    • Exide Industries
    • Contemporary Amperex Technology Co. Limited
    • Tianjin Lishen Battery Joint-Stock Co., Ltd.
    • Samsung SDI
    • SK Innovation Co., Ltd.
    • Envision AESC
    • Gotion High tech Co Ltd
  • 其他知名企业名单
  • 市场排名分析

第七章 市场机会及未来趋势

  • 电动车的长期目标
简介目录
Product Code: 50003738

The Asia Pacific Electric Vehicle Battery Manufacturing Market size is estimated at USD 100.76 billion in 2025, and is expected to reach USD 260.81 billion by 2030, at a CAGR of 20.95% during the forecast period (2025-2030).

Asia Pacific Electric Vehicle Battery Manufacturing - Market - IMG1

Key Highlights

  • Over the medium term, rising investments to enhance the battery production capacity and the decline in the cost of battery raw materials are expected to drive the demand for electric vehicle battery manufacturing during the forecast period.
  • On the other hand, increasing sales of conventional vehicles due to their high reliability is expected to have a negative impact on the EV battery market during the forecast period.
  • Nevertheless, the long-term ambitious targets for electric vehicles, such as scaling up production capacity, enhancing technological advancements, and reducing costs, are expected to create significant opportunities for the electric vehicle battery manufacturing market in the near future.
  • India is the fastest-growing region in Asia Pacific's electric vehicle battery manufacturing market during the forecast period due to the rising electric vehicle adoption.

Asia Pacific Electric Vehicle Battery Manufacturing Market Trends

Lithium-Ion Battery Type Dominate the Market

  • Lithium-ion (Li-ion) batteries have revolutionized the electric vehicle (EV) market, driving innovations in battery production. Their key attributes, such as high energy density, long cycle life, and swift charging, make them the preferred choice for today's EVs.
  • Moreover, lithium-ion rechargeable batteries surpass other technologies due to their excellent capacity-to-weight ratio. Although they tend to be more expensive than alternatives, major players in the market are boosting R&D investments and ramping up production, heightening competition and leading to price reductions.
  • Despite rising average battery pack prices for EVs and battery energy storage systems (BESS), 2023 witnessed a significant drop in battery prices to USD 139/kWh, a 13% decline. Projections suggest this downward trajectory will persist, with prices anticipated to reach USD 113/kWh by 2025 and further plummet to USD 80/kWh by 2030, driven by relentless technological and manufacturing progress.
  • In the Asia Pacific region, governments are implementing policies and incentives to promote electric vehicle (EV) adoption and stimulate Lithium-ion battery production growth. By prioritizing research and development, these governments seek to pinpoint cost-effective and readily available materials as substitutes for more expensive and scarce ones, such as cobalt. This strategy not only curtails manufacturing costs but also ensures a more sustainable supply chain.
  • For example, in May 2024, China is set to invest approximately 6 billion yuan (USD 845 million) into pioneering next-generation battery technology for electric vehicles (EVs), encompassing hybrid models. ASSBs, a cutting-edge technology, enhance traditional lithium-ion batteries (LIBs) with solid components. They boast a reduced risk of fire or explosion compared to conventional batteries and offer superior energy density. Such innovations are poised to boost the demand for advanced lithium-ion batteries in the coming years, positively influencing EV battery manufacturing in the region.
  • Furthermore, the surging demand for Li-ion batteries has catalyzed the establishment of large-scale production facilities, dubbed Gigafactories. These specialized facilities are engineered to produce battery cells en masse, ensuring they meet the escalating demand from electric vehicles (EVs). Major companies in the region are launching multiple projects to strengthen their lithium-ion battery manufacturing, anticipating a notable uptick in EV battery demand soon.
  • For instance, in February 2024, BMW unveiled plans for a new battery factory in Rayong, Thailand, aiming to bolster the nation's battery supply chains. The company envisions Thailand as its primary export hub for EV batteries throughout the Asia Pacific, further strengthening the region's lithium-ion battery supply. Such initiatives are set to accelerate the country's battery production in the upcoming years.
  • Consequently, these endeavors are poised to amplify lithium-ion battery production and substantially boost EV battery manufacturing capacity in the forecast period.

India to Witness Significant Growth

  • India's electric vehicle (EV) battery manufacturing market is rapidly expanding as the nation embraces greener mobility solutions. This growth is fueled by government initiatives, a surging demand for electric vehicles, and substantial investments from both domestic and international players.
  • As India pivots towards clean energy, the emphasis on electric vehicles has become paramount for numerous companies. EV sales in the region have skyrocketed. For instance, the International Energy Agency (IEA) reported that in 2023, electric vehicle sales reached 82,000 units, marking a 70.8% increase from 2022 and a staggering 119-fold jump since 2019. With the government recently launching multiple projects and initiatives, EV sales are poised for further significant growth.
  • India has seen a wave of investments in EV battery manufacturing, both from domestic entities and international firms. These investments aim to strengthen the nation's electric vehicle infrastructure, lessen reliance on fossil fuels, and champion sustainable transportation. Bolstered by supportive government policies and incentives, India is carving out a prominent position in the global EV landscape.
  • For example, in July 2024, Ola Electric unveiled a USD 100 million investment for the first phase of its gigafactory in Tamil Nadu, India. This facility will produce indigenous lithium-ion batteries. The company plans to transition to its battery cells for its electric vehicles by early next year, moving away from current imports from Korea and China. Such moves are set to ramp up battery production nationwide in the coming years.
  • Additionally, the Indian government has rolled out initiatives to promote electric vehicle (EV) adoption and stimulate local battery manufacturing. These measures encompass subsidies for EV purchasers, tax breaks for manufacturers, and bolstered investments in charging infrastructure.
  • As an illustration, the Indian government, in 2023, set ambitious targets: by 2030, they aim for EVs to constitute 30% of private car sales, 70% of commercial vehicles, and 80% of two and three-wheelers. Furthermore, the government is offering subsidy incentives ranging from INR 10,000 per kWh (USD 120) to INR 15,000 per kWh (USD 180). Such initiatives are poised to not only boost EV production and demand but also amplify the need for battery manufacturing in the region during the forecast period.
  • Consequently, these projects and initiatives are set to bolster EV demand and, in turn, significantly elevate the need for EV battery manufacturing in the coming years.

Asia Pacific Electric Vehicle Battery Manufacturing Industry Overview

Asia Pacific's electric vehicle battery manufacturing market is semi-fragmented. Some of the key players (not in particular order) are BYD Company Ltd, LG Energy Solution, Exide Industries Ltd, EnerSys, and Panasonic Holdings Corporation, among others.

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 Investments to Enhance the battery production capacity
      • 4.5.1.2 Decline in cost of battery raw materials
    • 4.5.2 Restraints
      • 4.5.2.1 High reliability on Conventional Vehicle
  • 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 Battery
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-Acid
    • 5.1.3 Nickel Metal Hydride Battery
    • 5.1.4 Others
  • 5.2 Battery Form
    • 5.2.1 Prismatic
    • 5.2.2 Pouch
    • 5.2.3 Cylindrical
  • 5.3 Vehicle
    • 5.3.1 Passenger Cars
    • 5.3.2 Commercial Vehicles
    • 5.3.3 Others
  • 5.4 Propulsion
    • 5.4.1 Battery Electric Vehicle
    • 5.4.2 Hybrid Electric Vehicle
    • 5.4.3 Plug-in Hybrid Electric Vehicle
  • 5.5 Geography
    • 5.5.1 China
    • 5.5.2 India
    • 5.5.3 Australia
    • 5.5.4 Malaysia
    • 5.5.5 Thailand
    • 5.5.6 Indonesia
    • 5.5.7 Vietnam
    • 5.5.8 Rest of Asia-Pacific

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 Co. Ltd
    • 6.3.2 Panasonic Corporation
    • 6.3.3 LG Energy Solution
    • 6.3.4 EnerSys
    • 6.3.5 Exide Industries
    • 6.3.6 Contemporary Amperex Technology Co. Limited
    • 6.3.7 Tianjin Lishen Battery Joint-Stock Co., Ltd.
    • 6.3.8 Samsung SDI
    • 6.3.9 SK Innovation Co., Ltd.
    • 6.3.10 Envision AESC
    • 6.3.11 Gotion High tech Co Ltd
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Long-term ambitious targets for electric vehicles