日本电动车电池组：市场占有率分析、产业趋势与统计、成长预测（2025-2029 年）

日本电动车电池组市场规模预计在 2025 年达到 69.6 亿美元，在 2029 年达到 76.7 亿美元，预测期（2025-2029 年）的复合年增长率为 2.46%。

政府支持和技术进步将推动纯电动车的普及

• 在日本，汽车电动化近年来不断推进。日益增长的环境问题、电动车标准的实施、电动车相对于石化燃料汽车的优势以及政府以回扣和补贴形式提供的支持（例如，从 2021 年起为电池电动车提供 7,200 美元的补贴）等因素正在推动日本对 BEV 和 PHEV 等电动车的需求。因此，日本对电动车和插电式混合动力车锂离子电池的需求大幅成长。
• 插电式混合动力车的需求高于纯电动车。然而，市场上的绝大部分（约占所有电动车销量的 90% 或更多）都是混合动力汽车。插电式混合动力汽车可以选择切换到燃料或电池动力。然而，充电基础设施的发展正在逐步鼓励对电动车的投资。
• 随着对电池电动车的需求增加，对锂离子电池的需求也随之增加。 2023 年，纯电动车使用的电池将占电动车总销量的 88.1%。然而，各公司都在宣布推出插电式混合动力汽车类别的新产品。 2023年3月，丰田发表了新型插电式混合动力车普锐斯，电池续航力约105公里，并开始接受预订。预计预测期内新产品的推出将增强日本的电动车和电池产业。

日本电动车电池组市场趋势

丰田集团占据市场主导地位，其次是日产、本田、三菱和宝马，推动着向永续移动的转变

• 日本的电动车市场成长缓慢。市场高度整合，主要由五大公司推动，到 2022 年将占据 90% 以上的市场。这些公司包括丰田集团、日产汽车公司、本田汽车公司、三菱汽车和宝马。丰田集团是日本最大的电动车零售商，约占电动车销量的57%。身为国产厂商，也深得消费者信赖。该公司提供广泛的产品系列，并在全国拥有庞大的销售和服务网络。
• 日产的市场占有率约21%，是日本第二大电动车销售商。日产拥有强大的品牌形像以及对创新和技术的广泛承诺。它提供广泛的产品系列并且财务状况良好。本田以 17% 的销量份额位居第三。本公司拥有强大的研发能力，专注于开发领域。
• 三菱汽车在日本电动车销售中所占份额为 2.8%，排名第四。该公司以客户为中心，主要关注客户的需求，作为一个国家品牌，它拥有一群值得信赖的忠实客户。 BMW在日本电动车市场排名第五，市场占有率约0.33%。在日本销售电动车的其他公司包括梅赛德斯·奔驰、雷诺、标緻和沃尔沃。

日产和丰田将在 2022 年成为日本电动车销售第一，推动电池组需求

• 过去几年，日本的电动车市场一直在逐步成长。日本对电动车的需求正在成长。日本消费者想要经济、小型且容易停放的汽车。在日本，各种品牌都为电动超小型掀背车提供了不错的选择。因此，日本对电动掀背车和紧凑型 SUV 的需求正在增长，因为与其他车型相比，SUV 在各种道路条件下都能提供更舒适的乘坐体验。
• 由于越来越多的人选择小型车来避免交通拥堵并更容易停车，掀背车在全国各地畅销。 Toyota Aqua Prius C 在 2022 年实现了强劲的销售成长，因为它是最省油且非常实惠的混合动力掀背车之一，吸引了消费者。在日本，人们对一系列细分市场的兴趣日益浓厚，其中包括丰田的紧凑型 SUV Yaris Cross，该车在 2022 年销量强劲。其值得信赖的品牌形象使其成为日本最畅销的品牌之一。
• 由于采用混合动力传动系统， Corolla Cross 也成为 2022 年丰田在日本电动车市场上最畅销的车型之一，并以其高燃油效率和大座位容量吸引了消费者。日本电动车市场也出现了一系列来自各个品牌的电动 SUV 和轿车。一种常见的汽车是本田 Vezel，其 2022 年的销售量强劲。在日本电动车市场上竞争的其他车款包括Toyota Sienta 和Toyota Raize Hybrid。

日本电动车电池组产业概况

日本电动车电池组市场格局适度整合，前五大厂商合计占有43.72%的市场。市场的主要企业是：宁德时代新能源科技（CATL）、GS Yuasa International Ltd.、Lithium Energy Japan Inc.、Prime Planet Energy & Solutions Inc. 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
  • 日本
• 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
• 电池化学
  • LFP
  • NCM
  • NMC
  • 其他的
• 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

第六章 竞争格局

• 重大策略倡议
• 市场占有率分析
• 业务状况
• 公司简介
  • Blue Energy Co. Ltd.
  • BYD Company Ltd.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Envision AESC Japan Co. Ltd.
  • GS Yuasa International Ltd.
  • Lithium Energy Japan Inc.
  • Maxell Ltd.
  • Panasonic Holdings Corporation
  • Prime Planet Energy & Solutions Inc.
  • Primearth EV Energy Co. Ltd.
  • TOSHIBA Corp.
  • Vehicle Energy Japan Inc.

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 Japan EV Battery Pack Market size is estimated at 6.96 billion USD in 2025, and is expected to reach 7.67 billion USD by 2029, growing at a CAGR of 2.46% during the forecast period (2025-2029).

Government support and technological advancements drive the adoption of BEVs

• Electrification of vehicles has been gaining popularity in Japan over the past few years. Factors such as growing environmental concern, enforcing norms related to electric vehicles, advantages of electric vehicles over fossil fuel vehicles, and government help in terms of rebates and subsidies (such as since 2021, a subsidy of USD 7,200 has been offered on battery electric vehicles) have increased the demand of electric vehicles such BEVs and PHEVs in the country. This led to a significant growth in the demand for lithium-ion batteries for electric vehicles and plug-in hybrid electric vehicles in Japan.
• The demand for plug-in hybrid electric vehicles is higher than the battery electric vehicles. However, the majority of the market, i.e., around more than 90% of the sales of overall electric vehicles, is dominated by hybrid vehicles. Plug-in hybrid vehicles have the option of switching to fuel or battery. However, development in the charging infrastructure is encouraging people to invest in battery electric vehicles gradually.
• The requirement for lithium-ion batteries is increasing with the increased demand for battery electric vehicles. Batteries used in pure electric cars acquired a share of 88.1% in the overall sales of EVs in 2023. However, various companies are launching new products in the plug-in hybrid category. In March 2023, Toyota unveiled its new plug-in hybrid electric car, Prius, which provides a battery range of around 105 km, and bookings of the vehicle started. The introduction of new products is anticipated to strengthen Japan's electric car and battery industries during the forecast period.

Japan EV Battery Pack Market Trends

TOYOTA GROUP DOMINATES THE MARKET, FOLLOWED BY NISSAN, HONDA, MITSUBISHI, AND BMW, DRIVING THE SHIFT TOWARD SUSTAINABLE MOBILITY

• The Japanese electric vehicle market is growing gradually. The market is highly consolidated and is largely driven by five major companies, which held more than 90% of the market in 2022. These companies include Toyota Group, Nissan, Honda, Mitsubishi, and BMW. Toyota Group is the largest seller of electric vehicles in Japan, accounting for around 57% of the share in EV sales. Being a domestic manufacturer, the company has the trust of consumers. The company is offering a wide product portfolio and a huge sales and service network across the country.
• Nissan holds a market share of around 21%, making it the second-largest seller of electric vehicles across Japan. The company has a strong brand image and is extensively involved with work on innovation and technology. The company offers a wide product portfolio and has a strong financial condition. The third highest market share, 17%, for electric vehicle sales was recorded by Honda. The company has strong R&D capabilities and focuses on the areas of development.
• Mitsubishi has secured fourth place in EV sales across Japan with 2.8% of the market share. The company is customer-centric and primarily focuses on customer requirements, and being a domestic brand, the company has reliable and loyal customers. The 5th largest player operating in the Japanese EV market is BMW, maintaining its market share at around 0.33%. Other players selling EVs in Japan include Mercedes-Benz, Renault, Peugeot, and Volvo.

In 2022, Nissan and Toyota sold the most EVs in Japan, driving battery pack demand

• The Japanese electric vehicle market has been growing gradually over the past few years. The country has witnessed a growing demand for electric cars. Consumers in Japan are looking for economical and small cars that can be parked easily. Various brands in Japan are offering good options for electric sub-compact hatchbacks. As a result, the demand for electric hatchbacks and compact SUVs is growing in the country as SUVs offer comfortable rides in various road conditions compared to other models.
• Since more people choose tiny cars to avoid traffic and for easier parking, the hatchback has seen strong sales across the country. Toyota Aqua Prius C saw significant sales growth in 2022, as it is among the very affordable hybrid hatchbacks with good fuel efficiency, attracting consumers. People in Japan are showing interest in various segments, such as Toyota's Yaris Cross, a compact SUV that witnessed good sales units in 2022. Owing to its highly reliable brand image, the company is a bestselling brand in Japan.
• Corolla Cross was also one of the bestsellers from Toyota in the Japanese EV market in 2022 due to its hybrid powertrain, attracting consumers due to its high fuel efficiency and large seating capacity. The Japanese EV market also features a variety of electric SUVs and sedans from various brands. One of the common cars is the Honda Vezel, which saw good sales in 2022. Other cars in the Japanese EV market that are in the competition include Toyota Sienta and Toyota Raize Hybrid.

Japan EV Battery Pack Industry Overview

The Japan EV Battery Pack Market is moderately consolidated, with the top five companies occupying 43.72%. The major players in this market are Contemporary Amperex Technology Co. Ltd. (CATL), GS Yuasa International Ltd., Lithium Energy Japan Inc., Prime Planet Energy & Solutions Inc. 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 Japan
• 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 Battery Chemistry
  • 5.3.1 LFP
  • 5.3.2 NCM
  • 5.3.3 NMC
  • 5.3.4 Others
• 5.4 Capacity
  • 5.4.1 15 kWh to 40 kWh
  • 5.4.2 40 kWh to 80 kWh
  • 5.4.3 Above 80 kWh
  • 5.4.4 Less than 15 kWh
• 5.5 Battery Form
  • 5.5.1 Cylindrical
  • 5.5.2 Pouch
  • 5.5.3 Prismatic
• 5.6 Method
  • 5.6.1 Laser
  • 5.6.2 Wire
• 5.7 Component
  • 5.7.1 Anode
  • 5.7.2 Cathode
  • 5.7.3 Electrolyte
  • 5.7.4 Separator
• 5.8 Material Type
  • 5.8.1 Cobalt
  • 5.8.2 Lithium
  • 5.8.3 Manganese
  • 5.8.4 Natural Graphite
  • 5.8.5 Nickel
  • 5.8.6 Other Materials

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 Blue Energy Co. Ltd.
  • 6.4.2 BYD Company Ltd.
  • 6.4.3 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.4 Envision AESC Japan Co. Ltd.
  • 6.4.5 GS Yuasa International Ltd.
  • 6.4.6 Lithium Energy Japan Inc.
  • 6.4.7 Maxell Ltd.
  • 6.4.8 Panasonic Holdings Corporation
  • 6.4.9 Prime Planet Energy & Solutions Inc.
  • 6.4.10 Primearth EV Energy Co. Ltd.
  • 6.4.11 TOSHIBA Corp.
  • 6.4.12 Vehicle Energy Japan Inc.

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