北美 LFP 电池组：市场占有率分析、行业趋势和统计、成长预测（2025-2029 年）

北美 LFP 电池组市场规模预计在 2025 年为 7.6 亿美元，预计到 2029 年将达到 20.6 亿美元，预测期内（2025-2029 年）的复合年增长率为 28.27%。

政府支持和技术进步将推动磷酸铁锂电池在纯电动车中的应用

• 2023 年，北美电动车 (EV) 的磷酸锂铁(LFP) 电池组的采用和销量稳步成长。与其他电池化学成分相比，LFP 电池由于其能量密度高、循环寿命长和成本低而越来越受欢迎。然而，配备 LFP 电池组的电动车一次充电的典型续航里程约为 320 至 480 公里。
• 受政府法规和奖励措施、消费者对电动车的需求以及电池技术的进步等因素的推动，预计未来几年北美 LFP 电池组的采用和渗透率将继续增长。此外，汽车製造商正在继续致力于提高 LFP 电池组的性能并降低其成本，这可能会促进其在电动车市场的更广泛应用。
• 例如，加拿大魁北克省宣布了一项新计划，将投资 36.7923 亿美元（50 亿加元）用于生产和回收电动车电池，包括 LFP 电池。包括特斯拉和通用汽车在内的多家OEM正在北美投资开发和生产搭载 LFP 电池的电动车。加州的目标是到 2035 年，该州销售的所有新车和卡车都为零排放汽车。总体而言，北美电动车 LFP 电池组市场前景光明，由于消费者需求的增加、技术进步和政府的支持，预计未来几年将继续成长。

电池成本下降和市场条件的不断变化将导致北美电动车市场更多地采用磷酸铁锂电池

• 北美，特别是美国和加拿大的LFP电池市场正在逐步发展。在电动车 (EV) 市场，LFP 电池的使用并不像其他锂离子电池那么普遍，但有迹象表明人们对此的兴趣和采用正在增加。 LFP 电池正在被应用于安全性、长循环寿命和热稳定性是关键因素的小众电动车应用。这些应用包括电动公车、商用车和其他专用电动车辆。 LFP 电池的坚固性和高功率供给能力使其在这些特殊使用案例上具有吸引力。
• 儘管LFP电池在搭乘用电动车市场并未广泛应用，但它在北美地区引起了人们的关注并被采用。 LFP 电池在某些优先考虑耐用性和可靠性而不是能量密度的细分市场中越来越受欢迎。例如，在电动公车领域，长循环寿命和稳定的性能非常重要，LFP 电池因其长寿命和坚固的特性而越来越多地被采用。
• 儘管美国和加拿大的搭乘用电动车中 LFP 电池的采用率可能较低，但随着时间的推移，采用率可能会增加。不断变化的市场条件、电池技术的进步和消费者偏好的变化可能会影响未来几年电池化学选择。此外，LFP电池成本正在下降，使得其在市场上更具竞争力。因此，一些电动车製造商和电池供应商已开始将 LFP 电池纳入其产品中，以满足特定的客户需求和细分市场。

北美LFP电池组市场趋势

北美电动车市场的主要企业包括特斯拉、丰田、福特、现代和本田。

• 北美电动车市场将由前五大公司强力推动，到2023年将占据70%以上的市场。这些领先企业包括特斯拉、丰田集团、福特集团、现代汽车和本田。特斯拉是北美最大的电动车销售商，占约33%的市场。该公司专注于强大的创新技术，并与各种电动车零件（例如电池）製造商建立了强大的策略伙伴关係。作为一家美国公司，我们提供优质的产品和服务，并在北美的美国和加拿大等主要国家拥有强大的基本客群。
• 丰田集团是北美第二大电动车销售商，市场占有率约30.8%。该公司拥有强大的供应链和分销网络。丰田在客户中拥有值得信赖的品牌形象。其电动车销量在北美国家中排名第三。福特集团以约9.9%的市场占有率收购了它。凭藉强大的品牌形象和多样化的产品，在北美国家拥有庞大的基本客群。
• 现代汽车位居第四，在北美电动车销售市场占有率。凭藉强大的生产和供应链网络，该公司为不同类型的客户提供从实惠到高端定价的各种创新和多样化产品。本田在电动车市场排名第五，市场占有率约5.22%。在北美销售电动车的其他公司包括吉普、雪佛兰、宝马和沃尔沃。

美国是最大的电动车市场，需求庞大，到 2023 年将占全部区域电池组市场的 60% 以上。

• 随着北美几个国家的电动车数量稳定成长，2023 年对电池的需求将飙升。虽然该地区销售许多其他品牌和车型，但 2023 年排名前五的车型——特斯拉 Model Y、特斯拉 Model 3、丰田 Rav 4、丰田 Sienta 和本田 CRV——占据了相当大的市场份额。特斯拉 Model Y 在 2023 年以 247,344 辆的销量继续保持美国销量第一的宝座。 Model Y 因其续航里程长、座位数多、载货负载容量足而极受欢迎。
• 特斯拉Model 3位居第二，2023年在美国售出215,500辆，有后轮驱动和性能版本可供选择。由于强大的效能特性，Model 3 正在吸引客户。在电动车销量方面，ToyotaRav4在美国和北美的销量为149,938辆，排名第三。该车配备了插电式混合动力技术和包括 Toyota Safety Sense 在内的多项 ADAS 功能。
• Toyota Sienta 是美国第四畅销的电动车，销量为 69,720 辆。该车可选配 2.5 升引擎和混合动力传动系统。那些拥有大家庭且需要七人座的消费者对于丰田 Sienna 的反应非常好。排名第五的是本田CRV，2023年美国销量为69,720辆。其他畅销车型包括丰田Highlander、吉普牧马人、丰田凯Camry、本田雅阁和福特野马 Mach-E。

北美LFP电池组产业概况

北美LFP电池组市场较为分散，前五大厂商的市占率合计为3.58%。市场的主要企业是：A123 Systems LLC、Clarios International Inc.、Contemporary Amperex Technology (CATL)、LG Energy Solution Ltd. 和 Primearth EV Energy（按字母顺序排列）。

其他福利

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

目录

第 1 章执行摘要和主要发现

第二章 报告要约

第 3 章 简介

• 研究假设和市场定义
• 研究范围
• 调查方法

第四章 产业主要趋势

• 电动汽车销售
• 电动车销量（按OEM）
• 最畅销的电动车车型
• 具有首选电池化学成分的OEM
• 电池组价格
• 电池材料成本
• 每种电池化学成分的价格表
• 谁供给谁？
• 电动车电池容量和效率
• 发布的电动车车型数量
• 法律规范
  • 北美洲
• 价值链与通路分析

第五章 市场区隔

• 体型
  • 公车
  • LCV
  • M&HDT
  • 搭乘用车
• 推进类型
  • BEV
  • PHEV
• 容量
  • 15 kWh～40 kWh
  • 40 kWh～80 kWh
  • 超过80度
  • 少于15千瓦时
• 电池形状
  • 圆柱形
  • 小袋
  • 方块
• 方法
  • 雷射
  • 金属丝
• 成分
  • 阳极
  • 阴极
  • 电解
  • 分隔符
• 材料类型
  • 钴
  • 锂
  • 锰
  • 天然石墨
  • 镍
  • 其他材料
• 国家
  • 加拿大
  • 美国

第六章 竞争格局

• 主要策略趋势
• 市场占有率分析
• 业务状况
• 公司简介
  • A123 Systems LLC
  • ACDELCO（Subsidiary Of General Motors）
  • American Battery Solutions Inc.
  • Clarios International Inc.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Electrovaya Inc.
  • Envision AESC Japan Co. Ltd.
  • LG Energy Solution Ltd.
  • Nikola Corporation
  • Primearth EV Energy Co. Ltd.
  • QuantumScape Corp.

第七章：执行长的关键策略问题

第 8 章 附录

• 世界概况
  • 概述
  • 五力分析框架
  • 全球价值链分析
  • 市场动态(DRO)
• 资讯来源和进一步阅读
• 图片列表
• 关键见解
• 资料包
• 词彙表

The North America LFP Battery Pack Market size is estimated at 0.76 billion USD in 2025, and is expected to reach 2.06 billion USD by 2029, growing at a CAGR of 28.27% during the forecast period (2025-2029).

Government support and technological advancements drive LFP battery adoption in the BEV segments

• In 2023, the adoption and sales of lithium iron phosphate (LFP) battery packs for electric vehicles (EVs) steadily increased in North America. LFP batteries are becoming increasingly popular due to their high energy density, long cycle life, and low cost compared to other battery chemistries. However, the typical range for an EV with an LFP battery pack is around 320-480 km per charge.
• The adoption and penetration of LFP battery packs in North America are expected to continue to grow in the coming years, driven by factors such as government regulations and incentives, consumer demand for EVs, and advancements in battery technology. Moreover, the ongoing efforts of automakers to improve the performance and reduce the cost of LFP battery packs will also contribute to their increased adoption in the EV market.
• For example, the Canadian province of Quebec announced a new plan to invest USD 3,679.23 million (CAD 5 billion) in the production and recycling of EV batteries, including LFP batteries. Several OEMs, including Tesla and General Motors, are investing in the development and production of EVs with LFP batteries in North America. Governments in the region have set targets for phasing out fossil fuel-powered vehicles and promoting the adoption of EVs, such as California's goal of having all new passenger cars and trucks sold in the state be zero-emission vehicles by 2035. Overall, the future of the North American LFP battery pack market for electric vehicles looks promising, with continued growth expected in the coming years due to increasing consumer demand, technological advancements, and government support.

Decreasing battery costs and evolving market conditions are leading to increased adoption of LFP batteries in the North American EV market

• The market for LFP batteries in North America, specifically in the United States and Canada, is gradually evolving. Although LFP batteries were not as commonly used as other lithium-ion battery chemistries in the electric vehicle (EV) market, signs of increasing interest and adoption have emerged. LFP batteries have been adopted in niche EV applications where safety, long cycle life, and thermal stability are critical factors. These applications include electric buses, commercial fleet vehicles, and other specialized electric vehicles. The robustness of LFP batteries and their ability to deliver high power have made them attractive for these specific use cases.
• Despite being less prevalent in the passenger EV market, LFP batteries have gained some attention and adoption in North America. LFP batteries have gained traction in specific market segments that prioritize durability and reliability over energy density. For instance, in the electric bus sector, where long cycle life and consistent performance are important, LFP batteries have been increasingly adopted due to their extended lifespan and robust characteristics.
• While LFP batteries may have been less common in passenger EVs in the United States and Canada, their adoption could have increased over time. The evolving market conditions, advancements in battery technology, and changing consumer preferences can influence the choice of battery chemistries in the coming years. Moreover, the cost of LFP batteries has been decreasing, making them more competitive in the market. As a result, some EV manufacturers and battery suppliers have started incorporating LFP batteries into their product offerings to cater to specific customer needs and market segments.

North America LFP Battery Pack Market Trends

The major players in the North American electric vehicle market include Tesla, Toyota, Ford, Hyundai, and Honda

• The North American electric vehicle market is majorly driven by the five major players, accounting for more than 70% of the market in 2023. These prominent players include Tesla, Toyota Group, Ford Group, Hyundai, and Honda. Tesla is the highest seller of electric vehicles in the various North American countries, accounting for around 33% of the market. The company focuses on strong innovation technologies and has strong strategic partnerships with various EV components (such as a battery) manufacturers. Being a US-based company, it has a strong customer base with great product and service offerings in major countries like the United States and Canada across North America.
• Toyota Group is the second largest seller of electric vehicles, accounting for around 30.8% market share across North America. The company has a strong supply chain and distribution network. Toyota has a reliable brand image among its customers. It ranks third in EV sales across various countries in North America. Ford Group acquired it with around 9.9% of the market share. The company has a large customer base in North American countries due to its strong brand image and diverse offerings.
• Hyundai is the fourth largest player, acquiring around 5.48% of the market share in EV sales across North America. The company has a strong production and supply chain network, with wide innovative and diverse products offered for various types of customers looking from reasonable to premium pricing. The fifth-largest player operating in the EV market is Honda, maintaining its market share at around 5.22%. Some of the other players selling EVS in North America include Jeep, Chevrolet, BMW, and Volvo.

The United States was the largest market with huge EV demand and captured more than 60% of the battery pack market across the region in 2023

• In 2023, the demand for batteries surged as the number of electric vehicles steadily climbed across several North American countries. Many other brands and models are sold in the region, but the top five models in 2023, the Tesla Model Y, Tesla Model 3, Toyota Rav 4, Toyota Sienna, and Honda CRV, acquired a significant portion of the market. With 247,344 units sold in the United States in 2023, the Tesla Model Y maintained its top spot. The Model Y is very well-liked because of its long range, strong seating capacity, and huge luggage capacity.
• The Tesla Model 3 took second place with 215,500 sales in the United States in 2023. The rear-wheel drive and performance versions of the vehicle are available. Due to its strong performance characteristics, Model 3 is drawing customers. The Toyota Rav4 took third position in electric car sales, with sales of 149,938 in the United States and throughout North America. The vehicle has plug-in hybrid technology and several ADAS features, including Toyota Safety Sense.
• The Toyota Sienna has acquired fourth place in the electric vehicle models' sales, with 69,720 in the United States. The car comes with the option of a 2.5 l engine with a hybrid powertrain. Consumers with big families looking for seven-seater cars have positively responded to the Toyota Sienna. The fifth place was acquired by the Honda CRV, selling 69,720 units in 2023 in the United States. Other top-selling models include Toyota Highlander, Jeep Wrangler, Toyota Camry, Honda Accord, and Ford Mustang Mach-E.

North America LFP Battery Pack Industry Overview

The North America LFP Battery Pack Market is fragmented, with the top five companies occupying 3.58%. The major players in this market are A123 Systems LLC, Clarios International Inc., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd. and Primearth EV Energy Co. Ltd. (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Electric Vehicle Sales
• 4.2 Electric Vehicle Sales By OEMs
• 4.3 Best-selling EV Models
• 4.4 OEMs With Preferable Battery Chemistry
• 4.5 Battery Pack Price
• 4.6 Battery Material Cost
• 4.7 Price Chart Of Different Battery Chemistry
• 4.8 Who Supply Whom
• 4.9 EV Battery Capacity And Efficiency
• 4.10 Number Of EV Models Launched
• 4.11 Regulatory Framework
  • 4.11.1 North America
• 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Body Type
  • 5.1.1 Bus
  • 5.1.2 LCV
  • 5.1.3 M&HDT
  • 5.1.4 Passenger Car
• 5.2 Propulsion Type
  • 5.2.1 BEV
  • 5.2.2 PHEV
• 5.3 Capacity
  • 5.3.1 15 kWh to 40 kWh
  • 5.3.2 40 kWh to 80 kWh
  • 5.3.3 Above 80 kWh
  • 5.3.4 Less than 15 kWh
• 5.4 Battery Form
  • 5.4.1 Cylindrical
  • 5.4.2 Pouch
  • 5.4.3 Prismatic
• 5.5 Method
  • 5.5.1 Laser
  • 5.5.2 Wire
• 5.6 Component
  • 5.6.1 Anode
  • 5.6.2 Cathode
  • 5.6.3 Electrolyte
  • 5.6.4 Separator
• 5.7 Material Type
  • 5.7.1 Cobalt
  • 5.7.2 Lithium
  • 5.7.3 Manganese
  • 5.7.4 Natural Graphite
  • 5.7.5 Nickel
  • 5.7.6 Other Materials
• 5.8 Country
  • 5.8.1 Canada
  • 5.8.2 US

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 A123 Systems LLC
  • 6.4.2 ACDELCO (Subsidiary Of General Motors)
  • 6.4.3 American Battery Solutions Inc.
  • 6.4.4 Clarios International Inc.
  • 6.4.5 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.6 Electrovaya Inc.
  • 6.4.7 Envision AESC Japan Co. Ltd.
  • 6.4.8 LG Energy Solution Ltd.
  • 6.4.9 Nikola Corporation
  • 6.4.10 Primearth EV Energy Co. Ltd.
  • 6.4.11 QuantumScape Corp.

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms