LFP 电池组：市场占有率分析、产业趋势与统计、成长预测（2025-2029）

预计 2025 年 LFP 电池组市场规模将达到 520.3 亿美元，到 2029 年将达到 673.9 亿美元，预测期内（2025-2029 年）的复合年增长率为 6.68%。

成本下降和技术进步将推动电动乘用车和相关电池组的需求

• 全球电动车的持续成长推动了对电池的强劲需求。 LFP电池组是最常见的电池类型之一，被大多数汽车製造商广泛用于车辆中。长生命週期、安全性和廉价生产等因素正在鼓励汽车製造商将它们纳入 BEV 和 PHEV 中。政府对电动车的采用日益严格的标准正在鼓励人们选择电动车。由于这些因素，2021 年全球整体LFP 电池类型与 2017 年相比增长了 244.70%。
• 中国、印度和日本等亚洲国家是 PHEV 和 BEV 用 LFP 电池的主要用户。亚太地区占全球电动车电池总使用量的 65% 以上，是 LFP 电池的主要用户之一。生产LFP电池的主要公司包括 CATL、比亚迪、国轩高科、中航锂电和 LG 等亚洲公司。欧洲和北美等多个地区对 BEV 和 PHEV 的需求正在大幅增长，这也推动了全球对 LFP 电池的需求。全球整体，2022 年电动车使用的 LFP 电池比 2021 年成长了 51.10%。
• 各公司已签署合同，在其车辆中使用 LFP 电池。 2023 年 3 月，韩国汽车製造商现代汽车与中国电池製造商 CATL 签署协议，将于 2023 年在其车辆中采用该公司的 LPF 电池。现代和起亚即将推出的经济型电动车将配备 CATL 的 LFP 电池。预计预测期内此类发展将增加全球对 LFP 电池的需求。

电动车的成长和廉价车的普及将推动对 LFP 电池的需求

• 近年来，多个国家大力推动汽车电气化，改变了不同类型电池的需求，其中包括 LFP。电动车需求的不断增长源于许多因素，包括政府对电动车的严格标准、电动车相对于传统燃油汽车的优势以及政府补贴、减税和退税。价格实惠、续航里程、电池寿命和安全性是推动 LFP 电池市场快速扩张的一些因素。受此影响，历史时期内全球对LFP电池的需求成长了约244.57%，其中大部分成长发生在亚太国家。
• 乘用车对LFP电池的成长贡献巨大，其次是轻型卡车和巴士等商用车。由于以中国、美国和德国等国家主导的全球电动车的普及，2022 年 LFP 电池的需求将增加 90% 以上。这导致 2022 年全球对 LFP 电动车电池组的需求与前一年同期比较成长 51.10%。
• 2023 年 10 月，印度锂电池新兴企业OGO Energy 宣布将在 2023年终将 LFP 电池产能扩大至每年 1GWh。预计这些国家的发展将在预测期内推动全球电动车对 LFP 电池的需求。

LFP电池组市场趋势

比亚迪和特斯拉引领电动车市场并塑造未来

• 2022年，比亚迪在电动车销量方面领先市场，占13.3%的份额。比亚迪的主导地位得益于几个因素。比亚迪专注于生产电动车及相关技术，是电动车产业的早期和主要参与者。作为一个较早进入该市场的品牌，比亚迪已经赢得了广大消费者的认可。比亚迪也积极进行全球扩张、建立伙伴关係以及投资研发，所有这些都有助于巩固主导地位。
• 特斯拉一直处于电动车创新的前沿，并在电动车的全球普及中发挥了关键作用。 2022 年，特斯拉是电动车产业的重要参与者，市场占有率为 12.2%。特斯拉强大的品牌形象、最尖端科技和广泛的超级充电网路为其成功做出了贡献。
• 在电动车市场的其他主要企业中，还有其他几家公司占有相当大的市场占有率。 BMW在汽车产业享有盛誉，并且正在不断扩大其市场占有率，同时也透过其子品牌 BMW i 致力于电动车的发展。同样，大众汽车在 2022 年的市场占有率为 3.9%，在「大众汽车集团」的保护下，正在积极投资电动车。这些公司与梅赛德斯·奔驰、起亚和现代等其他公司一起，利用现有的品牌知名度，推出引人注目的电动车车型，并投资于提高电动车续航里程和性能的技术，重新占领电动车行业。

特斯拉和比亚迪在 2022 年最畅销的电动车车型中占据主导地位

• 2022 年最畅销的电动车车型由两大原始OEM製造商主导：特斯拉和比亚迪。特斯拉以两款车型Model Y和Model 3分别占据第一和第三的位置，确立了市场强势地位。特斯拉的Model Y是最受欢迎的插电式电动车，2022年全球销量约77.13万辆。同年，特斯拉Model 3和Model Y的销量突破120万辆，成为特斯拉最畅销的车型，与前一年同期比较成长36.77%。最畅销的五款插电式电动车 (PEV) 车型中有两款是特斯拉品牌，但这家电池电动车製造商在 2022 年面临亚洲品牌的竞争。由于其丰富的插电式混合动力电动车车型阵容，总部位于中国的比亚迪将在 2022 年超越特斯拉成为最畅销的 PEV 品牌。紧接在特斯拉Model Y之后的是比亚迪宋Plus（BEV+PHEV），以477,090辆的销量位居第二。比亚迪在中国市场占有重要地位，以生产可靠、技术先进的电动车而闻名，这可能促成了宋 Plus 车型的强劲销售表现。
• VolkswagenID.4是唯一一款进入前十名的欧洲PEV（插电式电动车），并在最畅销的电动车车型中脱颖而出。 ID.4 在 2022 年的销量为 174,090 辆，彰显了大众汽车对电动车的承诺及其在电动车市场日益增长的影响力。
• 总体而言，特斯拉和比亚迪的这些顶级电动车车型，以及五菱宏光 MINI EV 和大众 ID.4 等其他知名竞争对手，都显示消费者对电动车的需求日益增长。

LFP电池组产业概况

LFP电池组市场比较集中，前五大厂商占99.48%。该市场的主要企业为：比亚迪股份有限公司、中国航空电池（CALB）、宁德时代新能源科技（CATL）、国轩高科和LG能源解决方案有限公司（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
  • 比利时
  • 巴西
  • 中国
  • 哥伦比亚
  • 法国
  • 德国
  • 匈牙利
  • 印度
  • 印尼
  • 日本
  • 波兰
  • 泰国
  • 英国
• 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
  • 其他材料
• 地区
  • 亚太地区
    • 按国家
    • 中国
    • 印度
    • 日本
    • 韩国
    • 泰国
    • 其他亚太地区
  • 欧洲
    • 按国家
    • 法国
    • 德国
    • 匈牙利
    • 义大利
    • 波兰
    • 瑞典
    • 英国
    • 其他欧洲国家
  • 中东和非洲
  • 北美洲
    • 按国家
    • 加拿大
    • 美国
  • 南美洲

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
  • BYD Company Ltd.
  • China Aviation Battery Co. Ltd.（CALB）
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • EVE Energy Co. Ltd.
  • Guoxuan High-tech Co. Ltd.
  • LG Energy Solution Ltd.
  • Panasonic Holdings Corporation
  • Primearth EV Energy Co. Ltd.
  • Samsung SDI Co. Ltd.
  • SK Innovation Co. Ltd.
  • SVOLT Energy Technology Co. Ltd.（SVOLT）

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 LFP Battery Pack Market size is estimated at 52.03 billion USD in 2025, and is expected to reach 67.39 billion USD by 2029, growing at a CAGR of 6.68% during the forecast period (2025-2029).

Cost decline and technological advancements drive demand for electric passenger vehicles and related battery packs

• The demand for batteries is growing significantly owing to the continuous growth of electric mobility in various countries globally. LFP battery packs are one of the most common types of batteries widely used by the majority of automakers for their vehicles. Factors such as a long life cycle, safety, and cheap production are encouraging automakers to install these batteries in BEVs and PHEVs. Increasing government norms to adopt EVs is encouraging people to opt for EVs. Due to these factors, the LFP battery type witnessed a growth of 244.70% in 2021 over 2017 globally.
• Asian countries, including China, India, Japan, and others, are the main users of LFP batteries for PHEVs and BEVs. With more than 65% of the world's total battery usage in EVs, the APAC region is one of the major users of LFP batteries. Some of the major players in the production of LFP batteries are from Asia, including CATL, BYD, Gotion High Tech Co. Ltd, CALB, and LG. The demand for BEVs and PHEVs is increasing significantly in several regions, including Europe and North America, which has also helped drive up LFP battery demand globally. LFP batteries used in electric vehicles witnessed an increase of 51.10% in 2022 over 2021 globally.
• Various companies are signing deals to adopt LFP batteries in their vehicles. In March 2023, South Korean automaker Hyundai signed a deal with the Chinese battery maker CATL to use its LPF batteries in their vehicles in 2023. Upcoming affordable electric cars from Hyundai and Kia will be equipped with CATL LFP batteries. Such developments are projected to increase the global demand for LFP batteries during the forecast period.

Growth in EVs and rising adoption of affordable cars are driving the LFP battery demand

• The demand for different kinds of batteries, including LFP, has changed as the electrification of vehicles has increased dramatically in several nations in recent years. Increased demand for electric vehicles (EVs) can be attributed to a number of factors, including the government's introduction of strict norms for EVs, the advantages of EVs over vehicles powered by conventional fuels, and government subsidies, tax breaks, and rebates. Affordability, driving range, battery life, and safety ratings have all contributed to the LFP battery market's rapid expansion. This has led to a global rise in demand for LFP batteries of around 244.57% in the historical period, with the majority of this growth occurring in Asia-Pacific countries.
• Passenger cars have highly contributed to the growth of LFP batteries, followed by commercial vehicles such as light trucks and buses. The demand for LFP batteries expanded by more than 90% in 2022 as a result of the worldwide increase in the popularity of EVs, led by countries like China, the United States, and Germany. This led to an increase of 51.10% in the global demand for LFP EV battery packs in 2022 compared to the previous year.
• In October 2023, OGO Energy, an India-based start-up of lithium batteries, announced it would expand its production capacity of LFP batteries to 1 GWh annually by the end of 2023. Such developments in various countries are expected to boost the demand for LFP batteries for use in electric vehicles during the forecast period globally.

LFP Battery Pack Market Trends

BYD AND TESLA ARE LEADING THE CHARGE IN THE EV MARKET AND SHAPING THE FUTURE

• In 2022, BYD was the market leader in electric vehicle sales and held a share of 13.3%. BYD's leading position can be attributed to several factors. It has been an early and prominent player in the EV industry, with a strong focus on producing electric vehicles and related technologies. The company's early entry into the market allowed it to establish a solid foundation and gain recognition among consumers. BYD has also been actively expanding its operations globally, forging partnerships, and investing in research and development, all of which contribute to its leading position.
• Tesla has been at the forefront of electric vehicle innovation and has played a crucial role in popularizing EVs worldwide. Tesla was a significant player in the EV industry in 2022, with a market share of 12.2%. Tesla's strong brand image, cutting-edge technology, and extensive Supercharger network have contributed to its success.
• Among the other players in the EV market, there are several notable companies that hold significant market shares. BMW's established reputation in the automotive industry, coupled with its commitment to electric mobility through its "BMW i" sub-brand, has contributed to its market presence. Similarly, Volkswagen, which held a market share of 3.9% in 2022, has been actively investing in electric mobility under its "Volkswagen Group" umbrella. These companies, along with others like Mercedes-Benz, Kia, and Hyundai, are recolonizing the EV industry by leveraging their existing brand recognition, introducing compelling electric vehicle models, and investing in technology to enhance the range and performance of their electric offerings.

TESLA AND BYD DOMINATED THE BEST-SELLING EV MODELS OF 2022

• The best-selling EV models in 2022 were dominated by two key OEMs: Tesla and BYD. Tesla held a strong market position with two of its models, the Model Y and Model 3, capturing the first and third spots, respectively. The Tesla Model Y was the most popular plug-in electric vehicle, with global unit sales of roughly 771,300 in 2022. That year, deliveries of Tesla's Model 3 and Model Y surpassed 1.2 million, a Y-o-Y increase of 36.77% for Tesla's best-selling models. While two of the five best-selling plug-in electric vehicle (PEV) models were Tesla-branded, the battery electric vehicle manufacturer faced competition from Asian brands in 2022. China-based BYD overtook Tesla as the best-selling PEV brand in 2022, relying on a large offering of plug-in hybrid electric models. Following closely behind the Tesla Model Y, the BYD Song Plus (BEV + PHEV) secured the second spot, with sales reaching 477,090 units. BYD's established presence in the Chinese market, along with its reputation for producing reliable and technologically advanced electric vehicles, likely contributed to the strong sales performance of the Song Plus models.
• The Volkswagen ID.4 stood out among the best-selling EV models as the only European PEV (Plug-in Electric Vehicle) in the top ten. With a sales volume of 174,090 units in 2022, the ID.4 demonstrated Volkswagen's commitment to electric mobility and its growing presence in the EV market.
• Overall, these top-performing EV models from Tesla and BYD, along with other notable contenders like the Wuling Hong Guang MINI EV and Volkswagen ID.4, demonstrate the increasing consumer demand for electric vehicles.

LFP Battery Pack Industry Overview

The LFP Battery Pack Market is fairly consolidated, with the top five companies occupying 99.48%. The major players in this market are BYD Company Ltd., China Aviation Battery Co. Ltd. (CALB), Contemporary Amperex Technology Co. Ltd. (CATL), Guoxuan High-tech Co. Ltd. and LG Energy Solution 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 Belgium
  • 4.11.2 Brazil
  • 4.11.3 China
  • 4.11.4 Colombia
  • 4.11.5 France
  • 4.11.6 Germany
  • 4.11.7 Hungary
  • 4.11.8 India
  • 4.11.9 Indonesia
  • 4.11.10 Japan
  • 4.11.11 Poland
  • 4.11.12 Thailand
  • 4.11.13 UK
• 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 Other Materials
• 5.8 Region
  • 5.8.1 Asia-Pacific
    • 5.8.1.1 By Country
    • 5.8.1.1.1 China
    • 5.8.1.1.2 India
    • 5.8.1.1.3 Japan
    • 5.8.1.1.4 South Korea
    • 5.8.1.1.5 Thailand
    • 5.8.1.1.6 Rest-of-Asia-Pacific
  • 5.8.2 Europe
    • 5.8.2.1 By Country
    • 5.8.2.1.1 France
    • 5.8.2.1.2 Germany
    • 5.8.2.1.3 Hungary
    • 5.8.2.1.4 Italy
    • 5.8.2.1.5 Poland
    • 5.8.2.1.6 Sweden
    • 5.8.2.1.7 UK
    • 5.8.2.1.8 Rest-of-Europe
  • 5.8.3 Middle East & Africa
  • 5.8.4 North America
    • 5.8.4.1 By Country
    • 5.8.4.1.1 Canada
    • 5.8.4.1.2 US
  • 5.8.5 South America

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 BYD Company Ltd.
  • 6.4.2 China Aviation Battery Co. Ltd. (CALB)
  • 6.4.3 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.4 EVE Energy Co. Ltd.
  • 6.4.5 Guoxuan High-tech Co. Ltd.
  • 6.4.6 LG Energy Solution Ltd.
  • 6.4.7 Panasonic Holdings Corporation
  • 6.4.8 Primearth EV Energy Co. Ltd.
  • 6.4.9 Samsung SDI Co. Ltd.
  • 6.4.10 SK Innovation Co. Ltd.
  • 6.4.11 SVOLT Energy Technology Co. Ltd. (SVOLT)

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