美国电动汽车电池製造设备：市场占有率分析、产业趋势、成长预测（2025-2030）

预计2025年美国电动车电池製造设备市场规模为4.2亿美元，2030年将达17.6亿美元，预测期间（2025-2030年）复合年增长率为32.8%。

主要亮点

• 从中期来看，政府对电池製造的措施和投资，以及电池原料（特别是锂离子）成本的下降，预计将在预测期内推动市场发展。
• 另一方面，来自亚太地区其他现有市场的竞争预计将拖累市场的未来发展。
• 美国电动车的长期雄心壮志预计将在预测期内创造重大机会。

美国电动车电池製造设备市场趋势

锂离子电池预计将占较大份额

• 锂离子电池製造设备由专门用于製造锂离子电池的专用机械和工具组成。在美国，它是生产电池芯、模组和电池组的必备设备。美国正专注于国内电池生产，旨在加强电动车（EV）市场和能源储存解决方案。
• 此外，国内製造设备市场的进步正在大幅降低美国锂离子电池价格。随着电动车需求的飙升，规模经济导致生产成本降低。因此，随着锂离子电池价格的下降，企业正在增加对电动车电池製造的投资，进一步拉动美国对锂离子电池製造设备的需求。
• 2023年，锂离子电池组价格将比前一年下降14%，稳定在139美元/kWh。除了这些价格优势外，马苏正在进行的研发旨在开发更有效的电动车锂电池材料，凸显了马苏对先进电池製造设备的需求不断增长。
• 此外，美国锂矿石的新发现正促使电池製造商扩大电动车锂电池的生产。这种需求表明，在可预见的未来，对电池製造设备的需求将会激增。
• 例如，2024年6月，埃克森美孚与全球领先的电动车电池开发商SK On签署了一份不具约束力的谅解备忘录。这将使埃克森美孚能够从其在阿肯色州的首计划中获取多达 10 万吨 MobilTM 锂。此外，埃克森美孚的目标是到 2030 年利用这种锂每年生产约 100 万个电动车电池。
• 此外，2023 年 11 月，美国政府承诺根据《两党基础设施法案》投资约 35 亿美元，以提高先进电池和材料的生产。这些倡议预计将在未来几年加强国内锂离子电池生产并有利于设备市场。
• 由于这些发展，预计该细分市场将在所研究的市场中占据重要份额。

政府措施和电池製造投资将推动市场的前景

• 政府对电池製造的措施和投资是美国电动车电池製造设备市场的主要驱动力。联邦和州政府的倡议，例如津贴、补贴和税收优惠，鼓励电池製造设施的发展和扩张。
• 例如，2024 年 1 月，美国能源局宣布为计划提供 1.31 亿美元资金，以推进电动车电池和充电系统的研发。这笔资金支持将有助于电动车生态系统降低技术成本，延长电池车的续航里程，并建立安全、永续的国内电池供应链。
• 这种财政支持降低了公司投资先进设备的初始成本，使其更容易建立和扩大生产规模。这些研发倡议，例如能源部 (DOE) 的资助，促进了电池技术和製造流程的创新。
• 该国电动车销售的成长预计将促使政府采取进一步措施，以提振该国对电池製造设备的需求。根据国际能源总署预测，2023年美国电动车总销量将为139万辆，高于2022年的99万辆。
• 此外，在政府的支持下，电池製造公司正在投资开发新的电动车製造工厂，预计将大幅增加该国对电动车电池製造设备的需求。
• 例如，2023年5月，SK与现代汽车集团在乔治亚核准了合资产业计画，展现了SK对塑造美国汽车技术未来的坚定承诺。这家价值 50 亿美元的合资企业将在乔治亚巴托县建立电动车电池工厂。
• 因此，随着最近的趋势和电动车销售的增加，政府对电池製造的措施和投资预计将推动市场的发展。

美国电动汽车电池製造设备产业概况

美国电动车电池製造设备市场已缩减一半。市场主要企业包括（排名不分先后）Manz AG、Schuler AG、Hitachi、R​​osendahl Nextrom GmbH 和 Targray Technology International Inc.。

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
    • 政府对电池製造的措施和投资
    • 电池原物料成本下降
  • 抑制因素
    • 与现有市场的竞争
• 供应链分析
• PESTLE分析
• 投资分析

第五章市场区隔

• 过程
  • 混合物
  • 涂层
  • 日历
  • 狭缝/电极加工
  • 其他的
• 电池
  • 锂离子
  • 铅酸
  • 镍氢电池
  • 其他的

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
  • Manz AG
  • Rosendahl Nextrom GmbH
  • Schuler AG
  • Hitachi Ltd
  • Targray Technology International Inc
  • Targray Technology International Inc
  • Xiamen TOB New Energy Technology Co.,Ltd.
  • DAIICHI JITSUGYO (AMERICA), INC.
  • Sovema Group
• 其他主要企业名单
• 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

The United States Electric Vehicle Battery Manufacturing Equipment Market size is estimated at USD 0.42 billion in 2025, and is expected to reach USD 1.76 billion by 2030, at a CAGR of 32.8% during the forecast period (2025-2030).

Key Highlights

• Over the medium term, government policies and investments towards battery manufacturing, and a decline in the cost of battery raw materials, especially lithium-ion, are expected to drive the market in the forecast period.
• On the other hand, competition from other established markets in Asia-Pacific region is expected to hamper the market in the future.
• Nevertheless, long-term ambitious targets for electric vehicles in the United States are expected to create a significant opportunity in the forecast period.

United States Electric Vehicle Battery Manufacturing Equipment Market Trends

Lithium-ion Battery is Expected to Have a Major Share

• Lithium-ion battery manufacturing equipment comprises specialized machines and tools tailored for lithium-ion battery production. In the United States, this equipment is pivotal for producing battery cells, modules, and packs. The United States is intensifying its focus on domestic battery production, aiming to bolster the electric vehicle (EV) market and energy storage solutions.
• Moreover, advancements in the domestic manufacturing equipment market are significantly driving down lithium-ion battery prices in the United States. As the demand for electric vehicles surges, achieving economies of scale has led to reduced production costs. Consequently, with decreasing lithium-ion battery prices, companies are ramping up investments in EV battery manufacturing, further fueling the demand for lithium-ion battery manufacturing equipment in the United States.
• In 2023, lithium-ion battery pack prices dropped by 14% from the previous year, settling at USD139/kWh. Beyond these price advantages, ongoing research and development efforts aim to create more effective lithium battery materials for electric vehicles, underscoring the growing need for advanced battery manufacturing equipment.
• Furthermore, fresh discoveries of lithium ore within the United States are spurring battery manufacturers to ramp up production of lithium batteries for electric vehicles. Such ambitions signal a burgeoning demand for battery manufacturing equipment in the foreseeable future.
• For example, in June 2024, ExxonMobil and SK On, a leading global electric vehicle battery developer, signed a non-binding memorandum of understanding. This sets the stage for a potential multiyear offtake agreement, enabling ExxonMobil to acquire up to 100,000 metric tons of MobilTM Lithium from its debut project in Arkansas. Moreover, ExxonMobil targets this lithium for the production of approximately 1 million EV batteries annually by 2030.
• Additionally, in November 2023, the United States government, under the Bipartisan Infrastructure Law, committed an investment of around USD 3.5 billion to enhance the production of advanced batteries and their materials. Such initiatives are poised to bolster domestic lithium-ion battery production, subsequently benefiting the equipment market in the coming years.
• Given these developments, the segment is anticipated to command a substantial share in the market under study.

Government Policies and Investments Towards Battery Manufacturing is Expected to Drive the Market

• Government policy and investment in battery production are critical drivers of the U.S. EV battery manufacturing equipment market. Federal and state initiatives, such as grants, subsidies, and tax incentives, encourage the development and expansion of battery manufacturing facilities.
• For instance, in January 2024, the U.S. Department of Energy announced USD 131 million in funding for projects to advance research and development in EV batteries and charging systems. The funding will empower the EV ecosystem to lower technology costs, extend the driving range of battery vehicles, and establish a secure and sustainable domestic battery supply chain.
• These financial supports lower the initial costs for companies investing in advanced equipment, making it more feasible to establish and scale up production. Such policies promoting research and development, such as funding from the Department of Energy (DOE), spur innovation in battery technologies and manufacturing processes.
• Increasing electric vehicle sales in the country is expected to encourage the government to launch more policies that drive the demand for battery manufacturing equipment in the country. According to the International Energy Agency, in 2023, total EV car sales in the United States accounted for 1.39 million units, up from 0.99 million units in 2022.
• Further, with government support, battery manufacturing companies are investing in developing new EV manufacturing plants, which is expected to surge the demand for EV battery manufacturing equipment in the country.
• For instance, in May 2023, SK and Hyundai Motor Group greenlit plans for a joint venture in Georgia, signaling SK's deepening involvement in shaping the future of U.S. automotive technology. The venture, set to invest USD 5 billion, will establish an EV battery cell plant in Bartow County, Georgia.
• Thus, owing to the recent developments and increasing EV sales, government policies and investments in battery manufacturing are expected to drive the Market.

United States Electric Vehicle Battery Manufacturing Equipment Industry Overview

The United States electric vehicle battery manufacturing equipment market is semi-fragmented. Some of the major players in the market (in no particular order) include Manz AG, Schuler AG, Hitachi Ltd, Rosendahl Nextrom GmbH, and Targray Technology International Inc, 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 Government Policies and Investments Towards Battery Manufacturing
    • 4.5.1.2 Decline in Cost of Battery Raw Materials
  • 4.5.2 Restraints
    • 4.5.2.1 Competition from Established Market
• 4.6 Supply Chain Analysis
• 4.7 PESTLE ANALYSIS
• 4.8 Investment Analysis

5 MARKET SEGMENTATION

• 5.1 Process
  • 5.1.1 Mixing
  • 5.1.2 Coating
  • 5.1.3 Calendering
  • 5.1.4 Slitting and Electrode Making
  • 5.1.5 Other Process
• 5.2 Battery
  • 5.2.1 Lithium-ion
  • 5.2.2 Lead-Acid
  • 5.2.3 Nickel Metal Hydride Battery
  • 5.2.4 Others

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

Manz AG

• 6.3.2 Rosendahl Nextrom GmbH
• 6.3.3 Schuler AG
• 6.3.4 Hitachi Ltd
• 6.3.5 Targray Technology International Inc
• 6.3.6 Xiamen Acey New Energy Technology Co

.,Ltd

• 6.3.7 Xiamen TOB New Energy Technology Co.,Ltd.
• 6.3.8 DAIICHI JITSUGYO (AMERICA), INC.
• 6.3.9 Sovema Group
• 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