电动汽车电池组：市场占有率分析、行业趋势和统计、成长预测（2025-2030 年）

预计电动车电池组市场规模在 2025 年将达到 1,149 亿美元，在 2029 年将达到 1,814 亿美元，预测期内（2025-2029 年）的复合年增长率为 12.08%。

中国引领纯电动车电池需求，欧洲和北美插电式混合动力车激增

• 过去几年，全球汽车电气化发展迅速，对电动车关键部件之一电池的需求产生了积极影响。电动车的普及得益于多种因素，包括人们对电动车的认识、政府对电动车普及的严格标准、电动车相对于传统石化燃料汽车的优势以及各国的零排放计画。因此，电池产业也同步成长，2021 年全球整体销量与 2017 年相比成长了 205%。
• PHEV 和 BEV 电池的主要需求在亚洲国家，其中中国是电动车行业最大的参与者之一。与插电式混合动力车相比，大多数市场对纯电动车的需求更高，例如中国占了 90% 的市场。欧洲、北美等地区对BEV和PHEV的需求也大幅成长，这也推动了全球整体电池需求的增加。因此，预计 2022 年全球整体电动车中锂离子电池的使用量将比 2021 年增加 89%。
• 新产品的推出正在吸引消费者投资电动车。例如，中国汽车製造商比亚迪于 2022 年 11 月在印度推出了 Atto 3 电动 SUV，配备 60.48 kWh 电池，续航里程为 521 公里。该车已收到超过 2,000 份预订单，预计将于 2023 年 1 月开始交车。此类发布吸引了大量客户，预计在预测期内将进一步推动全球对 PHEV 和 BEV 车型电池的需求。

政府推动电动车发展和电池生产基础设施建设将推动全球电动车电池组市场的发展

• 近年来，各国汽车电气化发展迅速，也影响了电池产业的成长。世界各国政府对电动车实施的严格标准、电动车相对于传统燃油汽车的各种优势、包括补贴和退税在内的税收优惠等各种因素都促进了电动汽车的惊人增长，在历史时期内电动汽车增长了约219.05%，从而对原始设备OEM以及售后市场供应商对电池的需求产生了积极影响。过去一段时期（2017-2021 年），电动车普及率的提高导致全球电池需求增加了 217.99%。
• 电动车是整体电池组销售的最大贡献者，其次是轻型卡车和巴士。 2022 年中国、美国和德国等各国电动车需求的成长主要受到亚太地区国家的推动，电池需求成长约 86.00%。因此，2022年全球电动车电池组需求与前一年同期比较增87.78%。预计印度和泰国等新兴市场的电动车销售将增加，进一步推动未来对电池组的需求。
• 世界各国政府都在支持电池製造商提高国内产量。 2023年5月，加拿大政府宣布将提供99亿美元的製造业税额扣抵，以及5.32亿美元用于在该国建造电池製造厂。预计预测期内这些国家的发展将推动全球对电池的需求。

电动车电池组市场趋势

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，正在大力投资电动车。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辆的销售量获得第二名。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。

电动汽车电池组产业概况

电动车电池组市场相当集中，前五家公司占据了125.96％的市场份额。市场的主要企业有：比亚迪股份有限公司、宁德时代新能源科技股份有限公司（CATL）、LG 能源解决方案有限公司、三星 SDI 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
  • 比利时
  • 巴西
  • 加拿大
  • 中国
  • 哥伦比亚
  • 法国
  • 德国
  • 匈牙利
  • 印度
  • 印尼
  • 日本
  • 墨西哥
  • 波兰
  • 泰国
  • 英国
  • 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
  • 15kWh～40kWh
  • 40kWh～80kWh
  • 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）
  • ENVISION AESC UK Ltd.
  • EVE Energy Co. Ltd.
  • Farasis Energy（Ganzhou）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）
  • TOSHIBA 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 EV Battery Pack Market size is estimated at 114.9 billion USD in 2025, and is expected to reach 181.4 billion USD by 2029, growing at a CAGR of 12.08% during the forecast period (2025-2029).

China leads battery demand for BEVs, PHEVs surge in Europe and North America

• The electrification of vehicles in various countries globally has grown significantly over the past few years, making a positive impact on the demand for batteries as it is one of the major components of electric vehicles. The adoption of electric vehicles is growing due to various factors, including awareness of electric vehicles, strict norms from the government for EV adoption, advantages of EVs over the old fossil fuel vehicles, and zero-emission programs in various countries. As a result, the battery industry has grown parallelly and witnessed sales growth of 205% in 2021 over 2017 globally.
• The major demand for batteries for PHEVs and BEVs is from Asian countries, with China as one of the biggest players in the electric automotive industry. The demand for BEVs is higher compared to the PHEVs in the majority of the market; for instance, 90% is acquired by China. Various regions, such as Europe and North America, are also witnessing a significant growth in the demand for BEV and PHEV, which has also contributed to the growth of the demand for batteries across the globe. As a result, the use of lithium-ion batteries in battery electric vehicles grew by 89% in 2022 over 2021 globally.
• Launching of new products is attracting consumers to invest in EVs. For instance, in November 2022, the Chinese automaker BYD launched its electric SUV Atto 3 in India, which is equipped with a 60.48 kWh battery and offers a range of 521 km. The car has already got more than 2,000 bookings, and deliveries started in January 2023. Such launches are attracting customers, which is further expected to raise the demand for batteries with PHEV and BEV models during the forecast period in various countries globally.

Governmental push for EVs and development in battery production infrastructure are driving the global EV battery pack market

• The electrification of vehicles has been growing significantly across various countries over the past few years and also impacting the growth of the battery industry. Various factors, such as the introduction of stringent norms by governments worldwide for electric vehicles, the various advantages of EVs over conventional fuel vehicles, subsidies, and tax benefits, including rebates, aided the tremendous growth of EVs by around 219.05% in the historical period, thus, positively impacting the battery demand from OEMs and aftermarket suppliers. The rise in EV adoption rates increased the battery demand by 217.99% in the historical period (2017-2021) worldwide.
• Electric cars are among the major contributors to the overall battery pack sales, followed by light trucks and buses. Growth in the demand for EVs in 2022 in various countries such as China, the United States, and Germany increased the demand for batteries by around 86.00% in 2022, majorly driven by APAC countries. As a result, global demand for EV battery packs witnessed a growth of 87.78% in 2022 over the previous year. Various emerging markets, such as India and Thailand, are expected to register increased sales of EVs, which would further boost their demand for battery packs in the future.
• The governments of various countries worldwide are supporting battery manufacturers in enhancing their production of batteries domestically. In May 2023, the Government of Canada announced that it would provide USD 9.90 billion in manufacturing tax credits and USD 532 million to construct a battery manufacturing plant in the country. Such developments in various countries are expected to enhance the demand for batteries during the forecast period globally.

EV 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.

EV Battery Pack Industry Overview

The EV Battery Pack Market is fairly consolidated, with the top five companies occupying 125.96%. The major players in this market are BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd., Samsung SDI Co. Ltd. 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 Belgium
  • 4.11.2 Brazil
  • 4.11.3 Canada
  • 4.11.4 China
  • 4.11.5 Colombia
  • 4.11.6 France
  • 4.11.7 Germany
  • 4.11.8 Hungary
  • 4.11.9 India
  • 4.11.10 Indonesia
  • 4.11.11 Japan
  • 4.11.12 Mexico
  • 4.11.13 Poland
  • 4.11.14 Thailand
  • 4.11.15 UK
  • 4.11.16 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
• 5.9 Region
  • 5.9.1 Asia-Pacific
    • 5.9.1.1 By Country
    • 5.9.1.1.1 China
    • 5.9.1.1.2 India
    • 5.9.1.1.3 Japan
    • 5.9.1.1.4 South Korea
    • 5.9.1.1.5 Thailand
    • 5.9.1.1.6 Rest-of-Asia-Pacific
  • 5.9.2 Europe
    • 5.9.2.1 By Country
    • 5.9.2.1.1 France
    • 5.9.2.1.2 Germany
    • 5.9.2.1.3 Hungary
    • 5.9.2.1.4 Italy
    • 5.9.2.1.5 Poland
    • 5.9.2.1.6 Sweden
    • 5.9.2.1.7 UK
    • 5.9.2.1.8 Rest-of-Europe
  • 5.9.3 Middle East & Africa
  • 5.9.4 North America
    • 5.9.4.1 By Country
    • 5.9.4.1.1 Canada
    • 5.9.4.1.2 US
  • 5.9.5 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 ENVISION AESC UK Ltd.
  • 6.4.5 EVE Energy Co. Ltd.
  • 6.4.6 Farasis Energy (Ganzhou) Co. Ltd.
  • 6.4.7 Guoxuan High-tech Co. Ltd.
  • 6.4.8 LG Energy Solution Ltd.
  • 6.4.9 Panasonic Holdings Corporation
  • 6.4.10 Primearth EV Energy Co. Ltd.
  • 6.4.11 Samsung SDI Co. Ltd.
  • 6.4.12 SK Innovation Co. Ltd.
  • 6.4.13 SVOLT Energy Technology Co. Ltd. (SVOLT)
  • 6.4.14 TOSHIBA 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