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市场调查报告书
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1687289

锂离子电池：市场占有率分析、行业趋势和统计、成长预测（2025-2030 年）

Lithium-ion Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

预计 2025 年锂离子电池市场规模为 741.1 亿美元，预计到 2030 年将达到 1,456 亿美元，预测期内（2025-2030 年）的复合年增长率为 14.46%。

锂离子电池-市场-IMG1

主要亮点

  • 从长远来看，预计市场将受到电动车、商用和住宅能源储存系统(ESS) 等新市场的出现、锂离子电池价格下降以及家用电器销量增加等因素的推动。
  • 另一方面，原材料供需不匹配的加剧可能会阻碍市场成长。
  • 然而，回收锂离子电池有望确保锂和钴等原料的供应，减少对从矿物来源提取和精製材料的依赖。回收电动车的锂离子电池为企业利用精製建筑材料生产用于能源储存系统（ESS）的锂离子电池提供了绝佳机会。
  • 亚太地区占全球市场主导地位，其中中国和印度等国家贡献最大。随着电动车的广泛应用，该地区的市场预计将进一步成长。

锂离子电池市场趋势

汽车市场可望占据市场主导地位

  • 锂离子电池产业发展初期，消费性电子领域是电池的主要消费者。然而近年来，随着电动车（EV）销量的成长，电动车（EV）製造商已成为锂离子电池的最大消费者。
  • 电动车对环境的影响比传统内燃机汽车 (ICE) 小，因为它们不会排放二氧化碳或氮氧化物等温室气体。由于这些优势，许多国家正在推出补贴和政府计划来鼓励使用电动车。
  • 一些国家已经宣布未来禁止销售内燃机汽车的计画。挪威宣布计画在2025年禁止销售内燃机汽车，法国计画在2040年禁止贩售，英国计画在2050年禁止贩售。印度也计划在2030年逐步淘汰内燃机汽车，中国也正处于类似计画的相关调查阶段。
  • 此外，锂​​离子电池价格下跌可能会对电池市场产生影响。预计至2023年，锂离子电池价格约为139美元/度，较2013年下降约82.17%。电池成本的大幅下降将使汽车领域受益，并有望长期推动全球锂离子电池市场的成长。
  • 因此，由于上述因素，预计汽车产业将在预测期内占据市场主导地位。

亚太地区占市场主导地位

  • 由于中国和印度等国家越来越多地采用可再生能源计划和电动车，都市化和电力购买平价上升刺激了对电子设备的需求，预计该地区的锂离子电池将显着增长。
  • 据估计，亚太地区很大一部分人口无法用电力。为了照明和为行动电话充电，我们依靠煤油和柴油等传统燃料。由于锂离子电池的技术优势和价格下降，锂离子电池整合能源储存解决方案的采用率预计将增加。因此，预计将为锂电池製造商创造巨大的商机。
  • 中国是最大的电动车市场之一，日益普及符合其清洁能源政策。此外，中国政府也采取财政和非财政奖励，鼓励人们使用电动车。
  • 印度是世界上锂离子电池成长最快的国家之一。为了解决这个製造问题，印度国家转型机构 (NITI) Aayog 于 2020 年 2 月推出了提案，向在印度建立千兆级锂离子製造工厂的投资者提供补贴。 2020年至2030年间，NITI Aayog可能会邀请竞标建立年产能为50 GWh的生产线。因此，预计预测期内锂离子电池的国内产量将会扩大。
  • 根据《巴黎气候协定》，印度承诺确保2030年其40%的发电能力来自非石化燃料。为实现这一目标，我们计划在2022年建立175,000MW的可再生能源容量，其中包括100,000kW的太阳能发电。印度的目标是到2030年将可再生能源装置容量提高到45万千瓦。为实现这一目标，印度需要庞大的能源储存解决方案市场，以解决再生能源来源的间歇性问题并提高电网稳定性。
  • 根据国际可再生能源机构（IRENA）预测，2023年该地区清洁能源装置容量将达到2,025万千瓦，高于上年的1,691.77千万瓦。
  • 因此，由于上述因素，预计亚太地区将在预测期内主导锂离子电池市场。

锂离子电池产业概况

锂离子电池市场比较分散。该市场的主要企业（不分先后顺序）包括松下公司、特斯拉公司、三星 SDI、LG 化学有限公司、宁德时代新能源科技（CATL）等。

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 简介

  • 研究范围
  • 市场定义
  • 调查前提

第 2 章执行摘要

第三章调查方法

第四章 市场概况

  • 介绍
  • 2029 年市场规模与需求预测
  • 2029年锂离子电池价格趋势分析
  • 最新趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 政府对可再生能源引进的支持措施和政策
      • 锂离子电池成本下降
    • 限制因素
      • 原料供需不匹配
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争强度

第五章 市场区隔

  • 应用
    • 电子产品
    • 车
    • 固定式储能（UPS、可再生能源、工业）
    • 其他用途（电动工具、医疗设备、其他用途）
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 西班牙
      • 北欧的
      • 英国
      • 俄罗斯
      • 土耳其
      • 德国
      • 义大利
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 马来西亚
      • 泰国
      • 印尼
      • 越南
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 南美洲其他地区
    • 中东和非洲
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 南非
      • 奈及利亚
      • 卡达
      • 埃及
      • 其他中东和非洲地区

第六章 竞争格局

  • 併购、合资、合作、协议
  • 主要企业策略
  • 公司简介
    • BYD Company Limited
    • Contemporary Amperex Technology Co. Limited
    • LG Chem Ltd
    • Panasonic Corporation
    • Samsung SDI
    • Sony Corporation
    • Tesla Inc.
    • Tianjin Lishen Battery Joint-Stock Co. Ltd
  • 市场排名/份额分析

第七章 市场机会与未来趋势

  • 锂离子电池回收需求不断成长
简介目录
Product Code: 60367

The Lithium-ion Battery Market size is estimated at USD 74.11 billion in 2025, and is expected to reach USD 145.60 billion by 2030, at a CAGR of 14.46% during the forecast period (2025-2030).

Lithium-ion Battery - Market - IMG1

Key Highlights

  • Over the long term, the emergence of new markets via electric vehicles and energy storage systems (ESS) for both commercial and residential applications, declining lithium-ion battery prices, and the increasing sale of consumer electronics are expected to drive the market.
  • On the other hand, the rising demand-supply mismatch of raw materials is likely to hinder the market's growth.
  • However, recycling Li-ion batteries is expected to secure the supply of raw materials, such as lithium and cobalt, and reduce the reliance on extracting and refining materials from mineral resources. Recycling lithium-ion batteries in electric vehicles offers an excellent opportunity for companies to utilize the refined constituent materials for manufacturing lithium-ion batteries for energy storage systems (ESS).
  • Asia-Pacific dominates the market worldwide, with the most significant contributions from countries such as China and India. With the large-scale acceptance of EVs, the market is further expected to grow in the region.

Lithium-ion Battery Market Trends

The Automobile Segment Expected to Dominate the Market

  • n the early years of the lithium-ion battery industry, the consumer electronics sector was the major consumer of batteries. However, in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
  • EVs do not emit CO2, NOX, or any other greenhouse gases and, hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.
  • Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is under the relevant research phase.
  • Moreover, the decline in lithium-ion battery prices will affect the battery market. In 2023, the lithium-ion battery price was noted to be around USD 139 per kWh, a decrease of around 82.17% from 2013. The plummeting cost of batteries would benefit the automotive segment and propel the growth of the lithium-ion battery market worldwide in the long term.
  • Therefore, owing to the above factors, the automobile segment is expected to dominate the market during the forecast period.

Asia-Pacific to Dominate the Market

  • With the increasing deployment of renewable energy projects and electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, lithium-ion batteries are expected to witness significant growth in the region.
  • A significant fraction of Asia-Pacific's population is estimated to live without electricity access. It depends on conventional fuels, such as kerosene and diesel, for lighting and mobile phone charging. Due to its technical benefits and declining lithium-ion battery prices, lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate. This, in turn, is expected to create significant opportunities for lithium battery manufacturers in the future.
  • China is one of the largest markets for electric vehicles, and the country's increasing adoption of electric vehicles has been in line with its clean energy policy. Moreover, the Government of China has been providing financial and non-financial incentives to promote the adoption of electric vehicles.
  • India is one of the fastest-growing countries globally for lithium-ion batteries. To counter the manufacturing issue, the National Institution for Transforming India (NITI) Aayog rolled out proposals in February 2020 to provide subsidies for investors setting up giga-scale lithium-ion manufacturing facilities in India. Between 2020 and 2030, the NITI Aayog will likely invite bids to establish production lines with 50 GWh of annual output capacity. Therefore, the indigenous manufacturing of lithium-ion batteries is expected to grow during the forecast period.
  • Under the Paris Climate Agreement, India has pledged to have 40% of its electricity generation capacity sourced from non-fossil fuels by 2030. To meet this objective, the nation aimed to establish 175,000 MW of renewable energy capacity, which includes 100,000 MW of solar power, by 2022. A target of 450,000 MW of installed renewable energy capacity by 2030 has been set. To achieve the target, India presents a vast market for energy storage solutions to address the intermittency of renewable energy sources and enhance grid stability.
  • According to the International Renewable Energy Agency (IRENA), the installed capacity of clean energy sources in the region in 2023 stood at 2,025 GW, an increase from the previous year's 1,691.77 GW.
  • Therefore, owing to the above factors, Asia-Pacific is expected to dominate the lithium-ion battery market during the forecast period.

Lithium-ion Battery Industry Overview

The lithium-ion battery market is fragmented. The major companies in the market (in no particular order) include Panasonic Corporation, Tesla Inc., Samsung SDI, LG Chem Ltd, and Contemporary Amperex Technology Co. Ltd (CATL).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definiton
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2029
  • 4.3 Lithium-ion Battery Price Trend Analysis, till 2029
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Supportive Government Initiatives And Policies To Adopt Renewable Energy
      • 4.6.1.2 Declining Cost Of Lithium-ion Batteries
    • 4.6.2 Restraints
      • 4.6.2.1 Demand-Supply Mismatch of Raw Materials
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Electronic Devices
    • 5.1.2 Automobile
    • 5.1.3 Stationary Energy Storage (UPS, Renewables, and Industrial)
    • 5.1.4 Other Applications (Power Tools, Medical Devices, and Other Applications)
  • 5.2 Geography
    • 5.2.1 North America
      • 5.2.1.1 United States
      • 5.2.1.2 Canada
      • 5.2.1.3 Rest of the North America
    • 5.2.2 Europe
      • 5.2.2.1 Spain
      • 5.2.2.2 Nordic
      • 5.2.2.3 United Kingdom
      • 5.2.2.4 Russia
      • 5.2.2.5 Turkey
      • 5.2.2.6 Germany
      • 5.2.2.7 Italy
      • 5.2.2.8 Rest of the Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 China
      • 5.2.3.2 India
      • 5.2.3.3 Japan
      • 5.2.3.4 Malaysia
      • 5.2.3.5 Thailand
      • 5.2.3.6 Indonesia
      • 5.2.3.7 Vietnam
      • 5.2.3.8 Rest of Asia-Pacific
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Colmbia
      • 5.2.4.4 Rest of South America
    • 5.2.5 Middle East and Africa
      • 5.2.5.1 United Arab Emirates
      • 5.2.5.2 Saudi Arabia
      • 5.2.5.3 South Africa
      • 5.2.5.4 Nigeria
      • 5.2.5.5 Qatar
      • 5.2.5.6 Egypt
      • 5.2.5.7 Rest of the Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 BYD Company Limited
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 LG Chem Ltd
    • 6.3.4 Panasonic Corporation
    • 6.3.5 Samsung SDI
    • 6.3.6 Sony Corporation
    • 6.3.7 Tesla Inc.
    • 6.3.8 Tianjin Lishen Battery Joint-Stock Co. Ltd
  • 6.4 Market Ranking/Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Demand for Recycled Lithium-ion Batteries