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

预计 2025 年美国电动车电池组市场规模为 148.1 亿美元，到 2029 年将达到 299.5 亿美元，预测期内（2025-2029 年）的复合年增长率为 19.24%。

美国的目标是到 2030 年将 50% 的新车实现电动车化，这将推动电动车的需求。

• 近年来，随着电动车产量和销量的激增，美国电动车 (EV) 电池组的采用率稳步增长。特别是，特斯拉、通用汽车、福特和日产等主要汽车製造商正在大力投资研发，以提高电动车的性能和效率。同时，美国电池技术取得了长足进步，续航里程更长、充电速度更快。 Panasonic、LG 化学和 CATL 等电池製造商正在扩大其在美国的生产能力，以满足激增的需求。
• 美国政府认识到基础设施的关键作用，正在为电动车电池基础设施和充电站的发展提供积极的奖励和资金，以进一步支持电动车的采用。政府正在提供各种激励措施来刺激电动车电池组市场。例如，电动车购买者有资格享受高达 7,500 美元的联邦税收优惠政策，而且一些州还提供回扣、税收减免甚至免费充电站。目前，美国大部分电池组都依赖进口，主要来自中国和韩国，但正在明显转向国内生产。特斯拉位于内华达州的大型电池工厂和 LG 化学位于密西根州的工厂就是这一趋势的象征。
• 展望未来，拜登政府设定了一个雄心勃勃的目标，到 2030 年使美国销售的新车中有 50% 是电动车，预计电动车的需求将激增。该国的电动车前景光明，预计 2024 年至 2029 年间市场将经历强劲成长。

美国电动车电池组市场趋势

特斯拉、丰田、福特、现代和本田主导美国电动车电池组市场

• 电动车市场高度整合，五大主要参与者——特斯拉、丰田集团、福特集团、现代汽车和本田——预计到2023年将占据近75%的市场份额。特斯拉是美国最大的电动车销售商，控制着约30%的市场份额。该公司专注于创新技术，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，我们在美国拥有强大的基本客群，为他们提供优质的产品和服务。
• 丰田集团是美国第二大电动车销售商，约占美国电动车总销量的28%。该公司拥有强大的供应和分销网络，透过提供各种不同的电动车，在客户中成为值得信赖的品牌。福特集团在美国电动车整体销售中排名第三，市场占有率约 10%。作为本土品牌，其在美国拥有广泛的产品和服务网络，赢得了客户的强烈信赖。
• 现代汽车则位居第四，约占美国电动车总销量的 5.4%。该公司拥有强大的生产和供应链网络，使其能够以比其他品牌更合理的价格提供广泛的创新产品。本田是电动车市场第五大参与者，市场占有率约 5%。在美国销售电动车的其他公司包括起亚、吉普、宝马和沃尔沃。

特斯拉占据主导地位，并为美国电池组的需求做出了巨大贡献。

• 美国是北美最受欢迎的国家之一，2017 年至 2023 年间对电动车的需求稳定成长。随着消费者偏好逐渐转向更具运动感、更具冒险精神的驾驶体验和其他优势，且价格分布与轿车等其他电动车相当，电动 SUV 市场正在稳步扩大。 SUV 吸引顾客是因为它们提供了更多的腿部和余量，而舒适的乘坐体验是其优先考虑因素之一。
• 在美国电动车电池组市场，特斯拉Model Y的销售量大幅成长。这款车吸引了那些寻求续航里程长、座位多、行李容量大的电动车的客户。提供电动轿车的公司也获得了美国民众的良好反应。特斯拉 Model 3 也凭藉其全电动技术、高性能、快速充电技术和良好的续航里程，被评为 2023 年美国电动车电池组市场最畅销车款。
• 在美国电动车电池组市场，国际品牌也提供电动 SUV 和轿车。 Toyota RAV4 插电式混合动力车是受欢迎的车辆之一，在 2023 年表现出强劲的销售势头。良好的服务网络、比其他品牌更低的价格以及值得信赖的品牌形像是丰田汽车销售不断增长的原因。丰田在美国电动车电池组市场销售的另一款畅销车型是配备混合动力传动系统的 Sienna。那些想要购买七人座汽车的大家庭消费者对于丰田 Sienna 的反应非常好。美国电动车电池组市场的其他竞争对手包括丰田汉兰达、吉普牧马人、丰田凯美瑞、本田雅阁和福特野马 Mach-E。

美国电动汽车电池组产业概况

美国电动车电池组市场相当集中，前五家公司占了 93.29% 的市场份额。该市场的主要企业是：宁德时代新能源科技（CATL）、远景 AESC 日本、LG 能源解决方案有限公司、松下控股公司和 SK Innovation（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
  • 美国
• 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
• 电池化学
  • LFP
  • NCA
  • 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
  • Ambri Inc.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Envision AESC Japan Co. Ltd.
  • Imperium3 New York（IM3NY）
  • LG Energy Solution Ltd.
  • Panasonic Holdings Corporation
  • Samsung SDI Co. Ltd.
  • Sila Nanotechnologies Inc.
  • SK Innovation Co. Ltd.
  • Tesla 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 US EV Battery Pack Market size is estimated at 14.81 billion USD in 2025, and is expected to reach 29.95 billion USD by 2029, growing at a CAGR of 19.24% during the forecast period (2025-2029).

The United States aims for 50% of new cars to be electric by 2030, boosting EV demand

• The United States has witnessed a consistent rise in the adoption of electric vehicle (EV) battery packs in recent years, propelled by the surge in EV production and sales. Notably, major automakers like Tesla, General Motors, Ford, and Nissan are heavily investing in R&D to enhance the performance and efficiency of their EVs. Concurrently, battery technology in the United States has made significant strides, with advancements translating into improved range and faster charging. Battery manufacturers, including Panasonic, LG Chem, and CATL, are scaling up their production capacities in the country to meet this surging demand.
• Recognizing the pivotal role of infrastructure, the US government has been proactive in incentivizing and funding the development of EV battery infrastructure and charging stations, further bolstering the adoption. The government is offering a range of incentives to boost the market for EV battery packs. For instance, federal tax incentives of up to USD 7,500 are extended to EV buyers, while several states sweeten the deal with rebates, tax breaks, and even complimentary charging stations. Although the majority of battery packs in the US are currently imported, primarily from China and South Korea, there is a noticeable shift toward domestic manufacturing. Tesla's sprawling battery plant in Nevada and LG Chem's facility in Michigan exemplify this trend.
• Looking ahead, the Biden administration has set an ambitious target of 50% of new cars sold in the US being electric by 2030, further underlining the anticipated surge in EV demand. The future of EVs in the country appears bright, with the market projected to witness robust growth from 2024 to 2029.

US EV Battery Pack Market Trends

Tesla, Toyota, Ford, Hyundai, and Honda dominate the US electric vehicle battery pack market

• The electric vehicle market is highly consolidated, with five major players, Tesla, Toyota Group, Ford Group, Hyundai, and Honda, accounting for almost 75% of the market in 2023. Tesla is the largest seller of electric vehicles in the United States, accounting for around 30% of the market. The company focuses on innovative technologies and has strong strategic partnerships with manufacturers of various EV components (such as batteries). Being a US-based company, it has a strong customer base with great product and service offerings across the United States.
• Toyota Group is the second largest seller of electric vehicles, accounting for around 28% across the United States. The company has a strong supply and distribution network and operates as a reliable brand among customers with wide product offerings of various electric cars. The Ford Group holds 3rd place in EV sales across the United States, with around 10% of the market share. Being a domestic brand, the company has strong goodwill among customers with a wide product and service network in the United States.
• Hyundai is the fourth-largest player, accounting for around 5.4% of the market share in EV sales across the United States. The company has a strong production and supply chain network, with wide innovative products offered at reasonable prices over other brands. Honda is the fifth-largest player in the EV market, maintaining its market share at around 5%. Other players selling EVs in the United States include Kia, Jeep, BMW, and Volvo.

Tesla maintains dominance, holding the majority share, and contributes to the major demand for battery packs in the United States

• The United States is one of the most popular countries in North America, where the demand for EVs steadily increased during 2017-2023. The market for electric SUVs is steadily increasing as consumer preferences gradually move to a more sporty and adventurous drive and other benefits at a comparable price point as other EVs like sedans. SUVs offer more leg and headroom, which attracts customers as a comfortable ride is one of the main priorities.
• In the US EV battery pack market, sales of the Tesla Model Y have grown significantly. The car attracts customers seeking an electric car with long-range, good seating capacity, and large cargo capacity. Companies offering electric sedans are also getting good responses from the US population. Tesla Model 3 was also among the best sellers in the US EV battery pack market in 2023, owing to its full electric technology, high-performance capabilities, fast charging technology, and good range offerings.
• International brands also offer electric SUVs and sedans in the US EV battery pack market. Toyota RAV4 plug-in hybrid is one of the popular cars and witnessed good sales in 2023. A good service network, lower prices than other brands, and a reliable brand image are reasons for the growing sales of Toyota cars. Another good-selling car by Toyota in the US EV battery pack market is the Sienna, offered with a hybrid powertrain; consumers with big families looking for 7-seater cars have positively responded to the Toyota Sienna. Other vehicles competing in the US EV battery pack market include the Toyota Highlander, Jeep Wrangler, Toyota Camry, Honda Accord, and Ford Mustang Mach-E.

US EV Battery Pack Industry Overview

The US EV Battery Pack Market is fairly consolidated, with the top five companies occupying 93.29%. The major players in this market are Contemporary Amperex Technology Co. Ltd. (CATL), Envision AESC Japan Co. Ltd., LG Energy Solution Ltd., Panasonic Holdings Corporation and SK Innovation 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 US
• 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 NCA
  • 5.3.3 NCM
  • 5.3.4 NMC
  • 5.3.5 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 Ambri Inc.
  • 6.4.2 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.3 Envision AESC Japan Co. Ltd.
  • 6.4.4 Imperium3 New York (IM3NY)
  • 6.4.5 LG Energy Solution Ltd.
  • 6.4.6 Panasonic Holdings Corporation
  • 6.4.7 Samsung SDI Co. Ltd.
  • 6.4.8 Sila Nanotechnologies Inc.
  • 6.4.9 SK Innovation Co. Ltd.
  • 6.4.10 Tesla 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