查看购物车
  • Traditional Chinese
  • English
  • Japanese
封面
市场调查报告书
商品编码
1636517

北美混合电动汽车电池：市场占有率分析、行业趋势和成长预测（2025-2030）

North America Hybrid Electric Vehicle Battery - 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

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

预计2025年北美混合动力汽车电池市场规模为21.9亿美元，2030年达56.7亿美元，预测期间（2025-2030年）复合年增长率为20.96%。

北美混合动力汽车电池-市场-IMG1

主要亮点

  • 未来几年，政府推广电动车（EV）的政策将增加对混合动力汽车电池的需求。
  • 然而，有限的原料蕴藏量对混合动力汽车电池市场的成长构成了重大挑战。
  • 另一方面，电池技术的进步，例如更高的能量密度、更快的充电、更高的安全性和更长的使用寿命，正在为混合动力电动车电池市场的参与者创造利润丰厚的机会。
  • 电动车的快速普及使美国成为全球混合动力电动车电池市场成长最快的地区。

北美混合动力汽车电池市场趋势

锂离子电池类型主导市场

  • 北美锂离子电动车电池市场是一个充满活力、机会与挑战并存的市场。锂离子二次电池比其他电池技术更受欢迎，这主要是由于其良好的容量重量比。锂离子二次电池因其优越的性能特点，如寿命长、维护成本低、使用寿命长、价格大幅下降等而变得越来越受欢迎。
  • 锂离子电池传统上比同类电池更昂贵，但产业主要企业已进行投资以实现规模经济并加大研发力度。这些趋势不仅提高了电池性能，而且加剧了市场竞争，导致锂离子电池价格下降趋势。
  • 2023年，受电动车（EV）电池组和电池能源储存系统（BESS）平均价格上涨的推动，锂离子电池价格将显着下降，跌幅超过13%至139美元/kWh 。随着技术创新和製造流程的持续改进，预计这一下降将继续下去，我们的雄心勃勃的目标是到 2025 年达到 113 美元/千瓦时，到 2030 年达到 80 美元/千瓦时。
  • 为了因应日益增长的环境问题，北美各国政府都是电动车的热情支持者。主要重点是实现净零碳排放目标。锂是电池的基本元素，支援电动车必需的能量储存能力。为了满足快速成长的锂离子电池需求，世界领先的公司正在加大锂矿开采力度。
  • 例如，2023年11月，埃克森美孚宣布计划在锂矿床丰富的阿肯色州西南部开始北美首个锂生产。由于设定了 2027 年的生产目标，随着整个预测期内锂离子电池需求的增加，此类措施可望提高锂产量。
  • 此外，北美政府政策对于塑造锂离子和混合动力电动车 (HEV) 电池的采用轨迹至关重要。多项政府政策正在帮助加强该地区对锂离子电池的需求并推广电动车。
  • 例如，2023年，加拿大政府对新购买配备锂离子电池的电动和混合动力汽车实施回扣。具体来说，联邦政府将为纯电动车提供高达 5,000 美元的回扣，为混合动力汽车提供高达 2,500 美元的回扣。这些积极措施不仅将提高加拿大的电动车产量，还将增加未来几年对锂离子电池的需求。
  • 这些发展表明，在市场动态和政府倡议的推动下，北美锂离子电池市场即将发生重大发展。

美国正在经历显着的成长

  • 各种政府政策、产业发展和市场动态正在塑造美国混合动力电动车 (HEV) 电池格局。旨在减少温室气体排放的联邦和州法规促进混合动力汽车成为减少交通部门排放的一种手段。
  • 美国是该地区最大的生产国，对混合动力汽车的需求正在迅速增长。例如，国际能源总署（IEA）报告称，2023年电动车销量将达到139万辆，比2022年增长40.4%。随着众多电动车生产工厂的出现以及对混合动力汽车电池的需求不断增加，销售量预计将进一步增加。
  • 消费者偏好的变化刺激了美国对混合动力汽车的需求增加。高通膨和有限的电动车充电基础设施等因素正在促使买家转向混合动力汽车。这一发展正值许多製造商对电动车提供大幅折扣以及拜登政府提供税额扣抵之际。除了扩大混合动力汽车产品线外，各公司还应对该地区快速成长的电动车需求。
  • 2024 年 4 月，福特宣布致力于电动车计画并扩大其混合动力产品线。该公司计划在北美的整个福特 Blue 系列中整合混合动力传动系统，并计划于 2026 年推出下一代电动卡车。由于这些努力，预计未来几年对下一代混合动力电动车甚至混合动力汽车电池的需求将会增加。
  • 由于技术进步、政府支持性政策以及消费者日益转向永续交通，美国混合动力汽车电池的前景一片光明。政府正在积极推广混合动力汽车，以应对当地温室气体排放。
  • 2024年3月，拜登政府将推出全国最具野心的气候法规，目标是到2032年销售的大部分新车和轻型卡车为全电动或混合动力汽车。这些努力将加强电动车的生产和需求，并增加对混合动力汽车电池的需求。
  • 这些发展凸显了混合动力汽车电池解决方案在电动能源储存中的重要性，并表明美国对混合动力汽车电池的需求在不久的将来将会强劲。

北美混合动力汽车电池产业概况

北美混合动力汽车电池市场已缩减一半。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
      • 电动车 (EV) 产量增加
      • 政府扶持政策
    • 抑制因素
      • 原料蕴藏量不足
  • 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

  • 依电池类型
    • 锂离子电池
    • 铅酸电池
    • 钠离子电池
    • 其他的
  • 按车型分类
    • 客车
    • 商用车
  • 按地区
    • 美国
    • 加拿大
    • 其他北美地区

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
    • LG Energy Solution
    • EnerSys
    • Panasonic Holdings Corporation
    • Energizer Holdings Inc.
    • Exide Industries Ltd
    • Saft Groupe SA
    • AMTE Power
    • Clarios LLC
    • Gotion High tech Co Ltd
  • 其他知名企业名单
  • 市场排名/份额分析

第七章 市场机会及未来趋势

  • 电池材料技术进步
简介目录
Product Code: 50003884

The North America Hybrid Electric Vehicle Battery Market size is estimated at USD 2.19 billion in 2025, and is expected to reach USD 5.67 billion by 2030, at a CAGR of 20.96% during the forecast period (2025-2030).

North America Hybrid Electric Vehicle Battery - Market - IMG1

Key Highlights

  • In the coming years, government policies promoting electric vehicles (EVs) are set to boost the demand for hybrid electric vehicle batteries.
  • However, a limited availability of raw material reserves poses a significant challenge to the growth of the hybrid electric vehicle battery market.
  • On a positive note, advancements in battery technology-such as enhanced energy density, quicker charging, heightened safety, and extended lifespan-present lucrative opportunities for players in the hybrid electric vehicle battery market.
  • Due to a surge in electric vehicle adoption, the United States is emerging as the fastest-growing region in the global hybrid electric vehicle battery market.

North America Hybrid Electric Vehicle Battery Market Trends

Lithium-Ion Battery Type Dominate the Market

  • The North American lithium-ion electric vehicle battery market is a dynamic arena, teeming with both opportunities and challenges. Lithium-ion rechargeable batteries are outpacing other battery technologies in popularity, primarily due to their advantageous capacity-to-weight ratio. Their adoption is further fueled by superior performance attributes, such as longevity, low maintenance, an extended shelf life, and a notable decrease in price.
  • While lithium-ion batteries traditionally commanded a higher price point than their counterparts, key industry players have been channeling investments into achieving economies of scale and bolstering R&D efforts. These endeavors not only enhance battery performance but also intensify market competition, leading to a downward trend in lithium-ion battery prices.
  • In 2023, driven by rising average battery pack prices for electric vehicles (EVs) and battery energy storage systems (BESS), lithium-ion battery prices saw a notable dip, settling at USD 139/kWh-a reduction exceeding 13%. With ongoing technological innovations and manufacturing refinements, projections suggest a continued decline, targeting USD 113/kWh by 2025 and an ambitious USD 80/kWh by 2030.
  • Amidst escalating environmental concerns, North American governments are fervently championing electric vehicles. A primary focus is on achieving net-zero carbon emission targets. Lithium, a cornerstone element in batteries, underpins the storage capacity essential for EVs. In response to the surging demand for lithium-ion batteries, global frontrunners are ramping up lithium extraction efforts.
  • For example, in November 2023, Exxon Mobil Corporation unveiled plans to kickstart North America's inaugural lithium production phase in southwest Arkansas, a region rich in lithium deposits. With a production target set for 2027, such initiatives are poised to bolster lithium production, aligning with the escalating demand for lithium-ion batteries throughout the forecast period.
  • Moreover, North American governmental policies are pivotal in shaping the trajectory of lithium-ion and hybrid electric vehicle (HEV) battery adoption. A slew of government policies has been instrumental in bolstering lithium-ion battery demand and promoting EVs in the region.
  • As a case in point, in 2023, the Canadian government rolled out rebates for new electric and hybrid vehicle purchases, encompassing those equipped with lithium-ion batteries. Specifically, the federal government offers rebates up to USD 5,000 for fully electric vehicles and USD 2,500 for hybrids. Such proactive measures are set to not only boost EV production in Canada but also amplify the demand for lithium-ion batteries in the ensuing years.
  • Given these developments, it's evident that North America's lithium-ion battery landscape is on the brink of significant evolution, driven by both market dynamics and governmental initiatives.

United States to Witness Significant Growth

  • Various government policies, industry developments, and market dynamics shape the landscape of hybrid electric vehicle (HEV) batteries in the United States. Federal and state regulations, targeting a reduction in greenhouse gas emissions, promote HEVs as a means to lessen emissions from the transportation sector.
  • Demand for HEVs is surging in the United States, the region's top producer of these vehicles. For example, the International Energy Agency (IEA) reported that in 2023, sales of electric vehicles reached 1.39 million units, marking a 40.4% increase from 2022. With numerous EV production plants emerging and a growing demand for HEV batteries, sales are poised to climb further.
  • Changing consumer preferences are fueling the rising demand for hybrid cars in the United States. Factors like high inflation and limited EV charging infrastructure are nudging buyers towards hybrids. This trend unfolds amidst significant discounts on EVs from many manufacturers and tax credits from the Biden administration. Companies are not only expanding their hybrid offerings but also addressing the surging demand for EVs in the region.
  • In April 2024, Ford unveiled its commitment to EV programs and an expanded hybrid lineup. The automaker plans to integrate hybrid powertrains across its entire Ford Blue lineup in North America and is gearing up to launch its next-generation electric truck in 2026. Such initiatives are set to boost the demand for next-gen hybrid EVs and, consequently, HEV batteries in the coming years.
  • With technological advancements, supportive government policies, and a growing consumer shift towards sustainable transportation, the future of HEV batteries in the United States appears bright. The government is actively promoting hybrid vehicles to address regional greenhouse emissions.
  • In March 2024, the Biden administration rolled out the country's most ambitious climate regulations, aiming for a majority of new passenger cars and light trucks sold by 2032 to be all-electric or hybrids. These initiatives are set to bolster EV production and demand, subsequently driving up the need for HEV batteries.
  • These developments underscore the significance of HEV battery solutions in EV energy storage, suggesting a robust demand for HEV batteries in the United States in the near future.

North America Hybrid Electric Vehicle Battery Industry Overview

The North America hybrid electric vehicle battery market is semi-fragmented. Some 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 The Increasing Electric Vehicle (EV) Production
      • 4.5.1.2 Supporting Government Policies
    • 4.5.2 Restraints
      • 4.5.2.1 Lack of Raw Material Reserves
  • 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 Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-Acid Battery
    • 5.1.3 Sodium-ion Battery
    • 5.1.4 Others
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North 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 LG Energy Solution
    • 6.3.3 EnerSys
    • 6.3.4 Panasonic Holdings Corporation
    • 6.3.5 Energizer Holdings Inc.
    • 6.3.6 Exide Industries Ltd
    • 6.3.7 Saft Groupe SA
    • 6.3.8 AMTE Power
    • 6.3.9 Clarios LLC
    • 6.3.10 Gotion High tech Co Ltd
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Technological Advancements in Battery Materials