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

NMC 电池组市场规模预计在 2025 年为 378.4 亿美元，预计到 2029 年将达到 606.2 亿美元，预测期内（2025-2029 年）的复合年增长率为 12.50%。

随着电动车的普及，对 NMC 电池的需求不断增加

• 近年来，全球电动车发展迅猛，对不同类型电池的需求产生了积极影响。各汽车製造商在 BEV 和 PHEV 中均使用 NMC 电池类型。然而，这种电池类型正在缓慢增长，主要需求来自欧洲製造商。由于政府的严格监管和即将出台的石化燃料汽车禁令，人们开始转向选择 BEV 和 PHEV。由于这些因素，2021 年全球整体NMC 电池类型与 2017 年相比增长了 109.56%。
• PHEV 和 BEV 对 NMC 电池的主要需求将来自欧洲国家，例如义大利，义大利是 NMC 电池的主要用户之一，占 BEV 和 PHEV 总电池使用量的 25% 以上，其次是法国和德国。亚太地区和北美等各个地区对 BEV 和 PHEV 的需求也显着增长，从而推动全球对 NMC 电池的需求不断增长。因此，2022 年全球整体电动车使用的 NMC 电池与 2021 年相比成长了 115.66%。
• 各汽车製造商纷纷推出新产品，可望增强电池产业的发展。 2022年11月，奥迪在欧洲市场推出了全新电池电动SUV Q8 e-tron。该车配备114kWh NMC 电池，一次充电可行驶 600 公里。预计在预测期内，其他国家的此类发布将加速全球 BEV 和 PHEV 对 NMC 电池的需求和销售。

我们看到电动车的蓬勃发展以及消费者逐渐转向注重性能的汽车。

• 近年来，各国汽车电气化的快速发展带动了包括NMC在内的多种类型电池的需求。历史时期电动车的大幅成长，可以归因于政府对电动车的严格标准，电动车相对于传统燃油汽车的许多优势以及政府的补贴、税收减免和退税。随着越来越多的人选择具有快速充电和高密度电池的车辆，对NMC电池的需求也随之增加。因此，预计 2017 年至 2023 年间全球整体对 NMC 电池的需求将成长 109.56%，其中大部分来自美洲和欧洲。
• 在整体电池组销售中，电动车是 NMC 电池需求的主要贡献者之一，其次是轻型卡车和巴士。 2022 年全球电动车需求的成长将推动电池需求，主要受中国和美国的推动，2022 年将成长约 70%。因此，预计 2022 年全球对 NMC 电动车电池组的需求与前一年同期比较115.78%。义大利和泰国等多个新兴市场预计将增加电动车销量，进一步增加近期全球对 NMC 电池的需求。
• 在全球范围内，许多公司正在设定各种目标来支援零排放目标。 2023 年 4 月，美国汽车製造商福特宣布计画在 2023年终生产 60 万辆电动车，到 2026年终200 万辆。这些国家目标预计将在 2024 年至 2029 年期间推动对 NMC 电池的需求。

NMC 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。

NMC电池组产业概况

NMC电池组市场相当集中，前五大公司占78.67%。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
  • 镍
  • 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）
  • 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 NMC Battery Pack Market size is estimated at 37.84 billion USD in 2025, and is expected to reach 60.62 billion USD by 2029, growing at a CAGR of 12.50% during the forecast period (2025-2029).

NMC battery demand is rising with a shift toward battery electric passenger cars

• Electric mobility in various countries globally has grown significantly over the past few years, positively impacting the demand for various types of batteries. NMC battery type is being opted for by various auto manufacturers in BEV and PHEV. However, the battery type is growing gradually, and major demand is coming from European manufacturers. As a result of the government's stringent norms and banning of fossil fuel vehicles in the near future, people are shifting to opt for BEVs and PHEVs. Due to these factors, the NMC battery type registered a growth of 109.56% in 2021 over 2017 globally.
• The major demand for NMC batteries for PHEV and BEV comes from European countries such as Italy, one of the prominent users of NMC batteries, accounting for more than 25% of overall battery usage in BEV and PHEV, followed by France and Germany. Various regions, such as Asia-Pacific and North America, are also witnessing a significant growth in the demand for BEV and PHEV, contributing to the growth of NMC battery demand globally. As a result, NMC batteries used in electric vehicles grew by 115.66% in 2022 over 2021 globally.
• Various automakers are launching new products expected to enhance the battery industry. In November 2022, Audi launched its all-new battery electric SUV q8 e-tron for the European market. The car is equipped with a 114 kWh NMC battery, offering a range of 600 km on a single charge. Such launches in other countries are expected to accelerate the demand and sales of the NMC batteries in BEV and PHEV during the forecast period globally.

There is growth in EVs and a shift in consumers toward performance-oriented vehicles

• The demand for several kinds of batteries, including NMC, was affected by the rapid increase in the electrification of vehicles in recent years across a wide range of countries. The tremendous growth of EVs during the historical period can be attributed to the introduction of stringent norms by the government for electric vehicles, the many advantages of EVs over conventional fuel vehicles, and government subsidies, tax offs, and rebates. The demand for NMC batteries has risen as more people choose vehicles with fast-charging and high-density batteries. This led to a global rise in the demand for NMC batteries of 109.56% over 2017-2023, with the demand mostly from the Americas and Europe.
• Electric cars are one of the major contributors to the demand for NMC batteries in the overall battery pack sales, followed by light trucks and buses. The growth in the demand for EVs in 2022 in various countries globally increased the demand for batteries, majorly driven by China and the United States by around 70% in 2022. As a result, the global demand of NMC EV battery packs witnessed a growth of 115.78% in 2022 over the previous year. Various emerging markets, such as Italy and Thailand, are expected to increase the sales of EVs, which further will increase the demand for NMC batteries in the near future globally.
• Globally, many companies are setting various objectives to support the zero-emission goal. In April 2023, the American automaker Ford announced plans to produce 600,000 electric vehicles by the end of 2023 and 2 million vehicles by the end of 2026. Such objectives in various countries are expected to drive the demand for NMC batteries during 2024-2029.

NMC 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.

NMC Battery Pack Industry Overview

The NMC Battery Pack Market is fairly consolidated, with the top five companies occupying 78.67%. 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 Nickel
  • 5.7.6 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 Guoxuan High-tech Co. Ltd.
  • 6.4.5 LG Energy Solution Ltd.
  • 6.4.6 Panasonic Holdings Corporation
  • 6.4.7 Primearth EV Energy Co. Ltd.
  • 6.4.8 Samsung SDI Co. Ltd.
  • 6.4.9 SK Innovation Co. Ltd.
  • 6.4.10 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