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市场调查报告书
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1636473

南美洲电动车电池製造：市场占有率分析、产业趋势与成长预测（2025-2030）

South America 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

南美洲电动车电池製造市场规模预计到2025年为59万美元，预计到2030年将达到126万美元，预测期内（2025-2030年）复合年增长率为16.25%。

南美洲电动汽车电池製造-市场-IMG1

主要亮点

  • 从中期来看，电动车渗透率的提高和该地区原材料丰富等因素预计将成为预测期内南美电动车电池製造市场最重要的驱动力之一。
  • 另一方面，亚太地区等现有电池市场正在竞争。这对预测期内的南美洲电动车电池製造市场构成威胁。
  • 南美国家不断努力建立合作伙伴关係，预计未来将为市场创造许多机会。
  • 由于政府加大力度建立电池製造和提高电动车的普及率，预计巴西将主导市场并在预测期内实现最高成长。

南美洲电动汽车电池製造市场趋势

锂离子电池实现显着成长

  • 锂离子电池领域是南美洲电动车（EV）电池製造市场的基石，受到该地区丰富的自然资源、不断发展的工业能力和不断发展的永续性倡议的推动。南美洲是「锂三角」的所在地，其中包括巴西、智利和阿根廷，这些国家占世界锂蕴藏量的大部分。
  • 例如，能源研究所《世界能源统计评论》报告称，2023年南美锂蕴藏量将超过71,030吨。这意味着较 2022 年大幅成长 22.82%，使其成为全球成长最快的地区之一。值得注意的是，2018年至2023年，南美洲的复合年增长率超过38.1%，支撑了该地区锂蕴藏量和产能的不断上升。
  • 这一战略优势使该地区成为全球锂离子电池供应链的主要参与企业。锂离子电池由于具有高能量密度、长循环寿命和相对较低的自放电率，作为电动车的动力来源极为重要。锂的萃取和加工变得越来越复杂，南美国家投资于提高萃取效率和环境永续性的技术。儘管存在用水和采矿作业对环境影响等挑战，但人们仍在寻求绿色采矿技术的进步来缓解这些问题。
  • 2024 年 5 月，力拓、埃赫曼和 LG 能源在智利 Salales Alto Andinos提案了一种创新方法。该倡议不仅是增加产量，还旨在重新定义锂开采对环境的影响，并建立开创性的永续性基准。
  • 这种方法称为直接锂萃取方法（DLE），代表了传统方法的重大飞跃。与南美洲富锂地区常见的耗时且主导的蒸发池不同，DLE 方法使用化学、物理和电气过程从盐水中提取锂。这不仅提高了效率，还最大限度地减少了对环境的破坏。
  • 同样，巴西正在努力开发一个全面的电池製造生态系统，该生态系统不仅包括原材料开采，还包括正在形成的电池製造和回收设施。拥有大量锂蕴藏量的阿根廷也在专注于吸引外资建立当地电池製造设施，旨在从出口原材料转向增值生产。
  • 鑑于这些发展，锂离子电池产业在未来几年有显着成长的潜力。

巴西主导市场

  • 由于战略、经济和技术因素的综合作用，巴西有望主导南美洲电动车（EV）电池製造市场。巴西作为南美洲最大的经济体，拥有雄厚的工业基础和完善的汽车工业，为拓展电动车电池製造提供了坚实的基础。
  • 巴西丰富的自然资源，特别是镍、钴和锂等矿产，对于锂离子电池的生产至关重要，并为关键原材料的国内采购提供了巨大潜力。巴西的地理位置和发达的基础设施进一步增强了其作为非洲大陆进出口物流中心的潜力，促进了货物的高效流动并促进了国际贸易关係。
  • 此外，巴西政府展现了向永续能源解决方案过渡和减少碳排放的坚定承诺，与全球趋势一致，国内电动车销售和相关电池技术市场的成长前景正在加强。
  • 根据国际能源总署（IEA）的数据，2023年巴西电动车销量激增，达19,000辆。这比 2022 年大幅成长了 123.5%。令人印象深刻的是，过去五年销售额激增，成长了 100 倍以上。
  • 巴西政府正在积极推动奖励可再生能源发展和电动车采用的措施，这刺激了对国产电池的需求。税收减免、补贴和研发投资等倡议旨在吸引国内外投资进入电池製造业。这些措施得到了与热衷于利用巴西巨大市场潜力和熟练劳动力的国际科技公司的合作伙伴关係的补充。
  • 例如，比亚迪计划于2023年7月在巴西前福特工厂旧址上建造三座生产设施。一座工厂将加工用于电动车和混合动力汽车生产的磷酸锂和铁，一座用于电动巴士和卡车底盘，第三座用于电动车电池市场。比亚迪愿意斥资高达6.17亿美元对巴西巴伊亚州卡马卡里工业园区进行改造。
  • 这种情况预计将导致巴西在预测期内主导市场。

南美洲电动车电池製造业概况

南美洲的电动车电池製造市场正在变得半固体。该市场的主要企业（排名不分先后）是比亚迪、SK Innovation、EnerSys、LG Chem Ltd 和 Exide Industries。

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
      • 电动车的扩张
      • 原料丰富
    • 抑制因素
      • 与现有市场的竞争
  • 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

  • 电池
    • 锂离子
    • 铅酸电池
    • 镍氢电池
    • 其他的
  • 电池形式
    • 方形
    • 袋型
    • 圆柱形
  • 车辆
    • 客车
    • 商用车
    • 其他的
  • 晋升
    • 电池电动车
    • 油电混合车
    • 插电式混合动力电动车
  • 地区
    • 巴西
    • 阿根廷
    • 哥伦比亚
    • 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 Co. Ltd
    • SK innovation Co., Ltd.
    • EnerSys
    • LG Chem Ltd
    • Exide Industries
    • Panasonic Corporation
  • 其他知名公司名单
  • 市场排名/份额（%）分析

第七章 市场机会及未来趋势

  • 区域合作
简介目录
Product Code: 50003740

The South America Electric Vehicle Battery Manufacturing Market size is estimated at USD 0.59 million in 2025, and is expected to reach USD 1.26 million by 2030, at a CAGR of 16.25% during the forecast period (2025-2030).

South America Electric Vehicle Battery Manufacturing - Market - IMG1

Key Highlights

  • Over the medium term, factors such as the increasing adoption of electric vehicles in the region coupled with the abundance of raw materials in the region are expected to be among the most significant drivers for the South American electric Vehicle Battery Manufacturing Market during the forecast period.
  • On the other hand, established battery markets such as Asia Pacific are competing. This poses a threat to the South American electric Vehicle Battery Manufacturing Market during the forecast period.
  • Nevertheless, continued efforts to create collaborations and partnerships between South American countries are expected to create several opportunities for the market in the future.
  • Brazil is expected to dominate the market and will likely register the highest growth during the forecast period due to the government's rising efforts to establish battery manufacturing and the growing adoption of electric vehicles.

South America Electric Vehicle Battery Manufacturing Market Trends

Lithium-ion Battery to Witness Significant Growth

  • The lithium-ion battery segment is a cornerstone of the electric vehicle (EV) battery manufacturing market in South America, driven by the region's abundant natural resources, evolving industrial capabilities, and increasing commitment to sustainability. South America is home to the "Lithium Triangle," encompassing Brazil, Chile, and Argentina, which collectively hold over a significant share of the world's known lithium reserves.
  • For instance, the Energy Institute Statistical Review of World Energy reported that South America's lithium reserves exceeded 71.03 thousand tonnes of lithium content in 2023. This marked a substantial growth of 22.82% from 2022, positioning it as one of the fastest-growing regions globally. Notably, from 2018 to 2023, South America boasted an impressive annual average growth rate of over 38.1%, underscoring the region's escalating lithium reserves and production capacity.
  • This strategic advantage positions the region as a vital player in the global supply chain for lithium-ion batteries, which are pivotal in powering electric vehicles due to their high energy density, long cycle life, and relatively low self-discharge rates. The extraction and processing of lithium have become increasingly sophisticated, with South American countries investing in technology to improve extraction efficiency and environmental sustainability. Despite challenges such as water usage and the environmental impact of mining operations, advancements in green mining techniques are being explored to mitigate these issues.
  • In May 2024, Rio Tinto, Eramet, and LG Energy proposed an innovative approach in Chile's Salares Altoandinos: a new lithium extraction technology. This initiative goes beyond mere production increases; it aims to redefine lithium mining's environmental impact, establishing pioneering sustainability benchmarks.
  • Known as Direct Lithium Extraction (DLE), this method marks a notable leap from conventional practices. Unlike the slow and landscape-dominating evaporation ponds typical in South America's lithium-rich areas, DLE methods employ chemical, physical, or electrical processes to extract lithium from brine. This not only enhances efficiency but also minimizes environmental disturbances.
  • Similarly, in Brazil, initiatives are underway to develop a comprehensive battery manufacturing ecosystem that includes not only raw material extraction but also the production of battery cells and recycling facilities, thus creating a circular economy around battery use. Argentina, with its significant lithium reserves, is also focusing on attracting foreign investment to establish local battery manufacturing facilities, aiming to move beyond raw material exportation to value-added production.
  • Given these developments, the lithium-ion battery sector is poised for significant growth in the coming years.

Brazil to Dominate the Market

  • Brazil is poised to dominate the South American electric vehicle (EV) battery manufacturing market due to a confluence of strategic, economic, and technological factors that favor its development as a regional powerhouse in this burgeoning sector. As the largest economy in South America, Brazil offers a robust industrial base and a well-established automotive industry, which collectively provide a solid foundation for expanding into electric vehicle battery manufacturing.
  • Brazil's extensive natural resources, particularly minerals such as nickel, cobalt, and lithium, are crucial for lithium-ion battery production and offer significant potential for domestic sourcing of critical raw materials. Brazil's geographical location and developed infrastructure further enhance its potential as a logistical hub for both import and export within the continent, facilitating the efficient movement of goods and fostering international trade relationships.
  • In addition, Brazil's government has demonstrated a solid commitment to transitioning toward sustainable energy solutions and reducing carbon emissions, aligning with global trends and reinforcing the domestic market's growth prospects for electric vehicle sales and related battery technologies.
  • According to the International Energy Agency, Brazil witnessed a surge in electric vehicle sales in 2023, reaching 19,000 units. This marked a notable 123.5% increase from 2022. Impressively, over the last five years, sales have skyrocketed, growing by over 100 times, underscoring the escalating demand for electric vehicles in the nation.
  • The Brazilian government is actively promoting policies to incentivize the development of renewable energy and the adoption of electric vehicles, which in turn is stimulating demand for locally manufactured batteries. Initiatives such as tax breaks, subsidies, and investment in research and development are designed to attract both domestic and foreign investment into the battery manufacturing sector. These policy measures are complemented by partnerships with international technology firms, which are eager to leverage Brazil's vast market potential and skilled labor force.
  • For instance, in July 2023, BYD is planning to build three production facilities on a former Ford industrial site in Brazil: one for the production of electric and hybrid cars, one for chassis for electric buses and trucks, and a third that will process lithium and iron phosphate for the electric vehicle battery market. To convert the site in the Camacari industrial park in the Brazilian state of Bahia, BYD is ready to spend up to USD 617 million.
  • Thus, such a scenario is expected to Brazil the dominating player in the market during the forecast period.

South America Electric Vehicle Battery Manufacturing Industry Overview

The South America Electric Vehicle Battery Manufacturing Market is semi-consolidated. Some of the key players in this market (in no particular order) are BYD Co. Ltd, SK innovation Co., Ltd., EnerSys, LG Chem Ltd, and Exide Industries.

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 Increasing Adoption of Electric Vehicles
      • 4.5.1.2 Abundance of Raw Materials
    • 4.5.2 Restraints
      • 4.5.2.1 Competition From Established Markets
  • 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 Brazil
    • 5.5.2 Argentina
    • 5.5.3 Colombia
    • 5.5.4 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 Co. Ltd
    • 6.3.2 SK innovation Co., Ltd.
    • 6.3.3 EnerSys
    • 6.3.4 LG Chem Ltd
    • 6.3.5 Exide Industries
    • 6.3.6 Panasonic Corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Regional Collaboration