北美电动车电池组：市场占有率分析、行业趋势和统计数据、成长预测（2025-2030 年）

北美电动车电池组市场规模预计在 2025 年达到 157.6 亿美元，预计到 2029 年将达到 339.4 亿美元，预测期内（2025-2029 年）的复合年增长率为 21.13%。

电池製造厂有望推动北美电动车产业的成长

• 2017年至2023年，北美电动车产量和普及率将大幅成长。 2017年，北美生产的电动车总数约为20万辆，到2022年将成长到40万多辆。这种增长可以归因于多种因素，包括政府奖励、电池价格下降以及意识提升。最近的趋势也显示电动车产业的研发力度有所加大。
• 北美电动车电池组市场正在经历强劲成长，主要受到政府补贴和奖励计画的推动。近年来，这些旨在推广使用环保交通途径的计画已导致电动车的普及率显着增加。例如，美国政府对购买电动车实施最高7,500美元的税额扣抵，让电动车更便宜，让更多人负担得起。
• 此外，电池製造厂的发展对于北美电动车市场的成长至关重要。目前，大多数电动车电池都在亚洲製造，主要是中国和韩国。不过，电池製造厂也计划在北美建造，以减少对进口电池的依赖，并支持北美电动车产业的发展。根据彭博新能源财经报道，北美预计将在 2040 年前投资 3,600 亿美元用于电动车基础设施建设，以减少碳排放并向更清洁的交通方式转型。整体而言，北美电动车和电池组的前景看好。

政府支持和投资推动美国和加拿大电动车的普及

• 近年来，北美电动车电池组市场经历了强劲成长，美国和加拿大的电动车普及率激增。这种成长背后有几个因素，包括政府奖励、更严格的排放法规、消费者日益增强的环保意识以及充电基础设施的进步。
• 北美各国政府正在实施政策和奖励，鼓励各级政府推广电动车。这些措施包括税额扣抵、补贴、回扣和充电基础设施投资。这种支持增加了消费者对电动车的兴趣并刺激了对电池组的需求。值得注意的是，主要汽车製造商和电池製造商正在提高该地区市场的电动车电池组的生产能力。例如，特斯拉在美国内华达州经营超级工厂，专门生产电池。通用汽车、福特和大众等其他行业巨头也宣布了在国内建立自己的电池生产设施的计划。
• 电池技术的持续研发工作重点是提高能量密度、降低成本和延长电动车的续航里程。固态电池、快速充电功能和延长电池寿命等技术创新将进一步推动市场发展。此外，关键电池材料的可用性也是一个关键因素。北美拥有锂、镍和钴等关键材料的蕴藏量，这将为未来几年增加当地的生产和供应链活动创造条件。

北美电动车电池组市场趋势

北美电动车市场的主要企业包括特斯拉、丰田、福特、现代和本田。

• 北美电动车市场主要由五大公司推动，到2023年，这五大公司将占据70%以上的市场。这些主要企业包括特斯拉、丰田集团、福特集团、现代汽车公司和本田。特斯拉是北美最大的电动车销售商，占约33%的市场。该公司专注于强大的创新技术，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，我们提供优质的产品和服务，并在北美的美国和加拿大等主要国家拥有强大的基本客群。
• 丰田集团是第二大电动车销售商，在北美的市场占有率约为30.8%。该公司拥有强大的供应链和分销网络。丰田在客户中拥有值得信赖的品牌形象。其电动车销量在北美国家中排名第三。福特集团收购了它，当时的市场占有率约为9.9%。凭藉强大的品牌形象和多样化的产品，它在北美国家拥有庞大的基本客群。
• 现代汽车位居第四，在北美电动车销售中占有约 5.48% 的市场占有率。凭藉强大的生产和供应链网络，该公司为不同类型的客户提供从价格实惠到高端的各种创新和多样化产品。本田在电动车市场排名第五，市场占有率约 5.22%。在北美销售 EVS 的其他公司包括吉普、雪佛兰、宝马和沃尔沃。

美国是电动车需求最大的市场，到 2023 年将占全部区域电池组市场的 60% 以上。

• 随着北美几个国家的电动车数量稳定成长，2023 年电池需求将飙升。虽然该地区销售的还有许多其他品牌和车型，但 2023 年排名前五的车型——特斯拉 Model Y、特斯拉 Model 3、丰田 Rav 4、丰田 Sienta 和本田 CRV——占据了相当大的市场份额。 2023年，特斯拉Model Y在美国销售247,344辆，继续维持冠军宝座。 Model Y凭藉其长续航里程、大座位数、充足的载货负载容量等优势，极受欢迎。
• 特斯拉Model 3位居第二，2023年在美国销售215,500辆。有后轮驱动和性能版本可供选择。由于其强大的性能特性，Model 3 正在吸引客户。在电动车销量方面，ToyotaRav4在美国及北美地区销量为149,938辆，排名第三。该车配备插电式混合动力技术和包括 Toyota Safety Sense 在内的多项 ADAS 功能。
• Toyota Sienta 是美国第四畅销的电动车，销量为 69,720 辆。该车可选配 2.5 升引擎和混合动力传动系统。拥有大家庭并希望拥有七人座座椅的消费者对丰田 Sienna 反应良好。排名第五的是本田 CRV，2023 年美国销量为 69,720 辆。其他畅销车型包括丰田Highlander、吉普牧马人、丰田凯Camry、本田雅阁和福特野马 Mach-E。

北美电动车电池组产业概况

北美电动车电池组市场相当集中，前五大公司占85.66%的市场。市场的主要企业有：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创新（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

第一章执行摘要和主要发现

第二章 报告要约

第三章 引言

• 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
• 具有优选电池化学成分的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
  • 加拿大
  • 墨西哥
  • 美国
• 价值炼和通路分析

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
  • 包包
  • 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
• 国家
  • 加拿大
  • 美国

第六章 竞争格局

• 关键策略趋势
• 市场占有率分析
• 商业状况
• 公司简介
  • A123 Systems LLC
  • ACDELCO（Subsidiary Of General Motors）
  • American Battery Solutions Inc.
  • Clarios International Inc.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Electrovaya Inc.
  • Envision AESC Japan Co. Ltd.
  • LG Energy Solution Ltd.
  • Nikola Corporation
  • Panasonic Holdings Corporation
  • QuantumScape Corp.
  • SK Innovation Co. Ltd.

第七章：CEO面临的关键策略问题

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）
• 资讯来源及延伸阅读
• 图片列表
• 关键见解
• 资料包
• 词彙表

The North America EV Battery Pack Market size is estimated at 15.76 billion USD in 2025, and is expected to reach 33.94 billion USD by 2029, growing at a CAGR of 21.13% during the forecast period (2025-2029).

Battery manufacturing plants are expected to fuel the growth of the North American electric vehicle industry

• From 2017 to 2023, there has been a significant increase in the production and adoption of electric vehicles in North America. In 2017, the total number of electric vehicles produced in North America was approximately 200,000, which increased to over 400,000 in 2022. This growth can be attributed to various factors, including government incentives, lower battery prices, and increased consumer awareness. Research and development efforts in the electric vehicle industry have also been increasing in recent years.
• The electric vehicle battery pack market in North America is experiencing significant growth, largely driven by government subsidies and incentive programs. In recent years, there has been a marked increase in the adoption of electric vehicles due to these programs, which aim to promote the use of environmentally friendly transportation. For instance, the US government has introduced tax credits of up to USD 7,500 for the purchase of electric vehicles, making them more affordable and accessible to a wider audience.
• Further, the development of battery manufacturing plants is critical to the growth of the EV market in North America. Currently, most EV batteries are manufactured in Asia, primarily in China and South Korea. However, there are plans to build more battery manufacturing plants in North America, which will help to reduce the region's reliance on imported batteries and support the growth of the local EV industry. According to a report by Bloomberg New Energy Finance, North America is expected to invest USD 360 billion in EV infrastructure by 2040 as the region seeks to reduce its carbon emissions and transition to cleaner transportation. Overall, the future of electric vehicles and battery packs in North America is promising.

Government support and investments driving electric vehicle adoption in the United States and Canada

• The North American electric vehicle (EV) battery pack market has witnessed robust growth in recent years, with both the United States and Canada seeing a surge in EV adoption. This uptick can be attributed to several factors, including government incentives, tightening emission regulations, growing environmental consciousness among consumers, and advancements in charging infrastructure.
• At various levels, governments across North America have been rolling out policies and incentives to spur EV adoption. These initiatives encompass tax credits, grants, rebates, and investments in charging infrastructure. Such support has bolstered consumer interest in EVs, thereby driving the demand for battery packs. Notably, major automakers and battery manufacturers are ramping up their production capacities for EV battery packs in the regional market. Tesla, for instance, operates its gigafactory in Nevada, United States, which is solely dedicated to battery production. Other industry giants like General Motors, Ford, and Volkswagen have also unveiled plans to establish their own domestic battery production facilities.
• Continued R&D endeavors in battery technology are focused on enhancing energy density, cost reduction, and extending the range of EVs. Innovations like solid-state batteries, rapid-charging capabilities, and prolonged battery life are poised to propel the market further. Additionally, the availability of key battery materials is a crucial factor. North America boasts substantial reserves of vital materials like lithium, nickel, and cobalt, which can bolster localized production and supply chain activities over the coming years.

North America EV Battery Pack Market Trends

The major players in the North American electric vehicle market include Tesla, Toyota, Ford, Hyundai, and Honda

• The North American electric vehicle market is majorly driven by the five major players, accounting for more than 70% of the market in 2023. These prominent players include Tesla, Toyota Group, Ford Group, Hyundai, and Honda. Tesla is the highest seller of electric vehicles in the various North American countries, accounting for around 33% of the market. The company focuses on strong innovation technologies and has strong strategic partnerships with various EV components (such as a battery) manufacturers. Being a US-based company, it has a strong customer base with great product and service offerings in major countries like the United States and Canada across North America.
• Toyota Group is the second largest seller of electric vehicles, accounting for around 30.8% market share across North America. The company has a strong supply chain and distribution network. Toyota has a reliable brand image among its customers. It ranks third in EV sales across various countries in North America. Ford Group acquired it with around 9.9% of the market share. The company has a large customer base in North American countries due to its strong brand image and diverse offerings.
• Hyundai is the fourth largest player, acquiring around 5.48% of the market share in EV sales across North America. The company has a strong production and supply chain network, with wide innovative and diverse products offered for various types of customers looking from reasonable to premium pricing. The fifth-largest player operating in the EV market is Honda, maintaining its market share at around 5.22%. Some of the other players selling EVS in North America include Jeep, Chevrolet, BMW, and Volvo.

The United States was the largest market with huge EV demand and captured more than 60% of the battery pack market across the region in 2023

• In 2023, the demand for batteries surged as the number of electric vehicles steadily climbed across several North American countries. Many other brands and models are sold in the region, but the top five models in 2023, the Tesla Model Y, Tesla Model 3, Toyota Rav 4, Toyota Sienna, and Honda CRV, acquired a significant portion of the market. With 247,344 units sold in the United States in 2023, the Tesla Model Y maintained its top spot. The Model Y is very well-liked because of its long range, strong seating capacity, and huge luggage capacity.
• The Tesla Model 3 took second place with 215,500 sales in the United States in 2023. The rear-wheel drive and performance versions of the vehicle are available. Due to its strong performance characteristics, Model 3 is drawing customers. The Toyota Rav4 took third position in electric car sales, with sales of 149,938 in the United States and throughout North America. The vehicle has plug-in hybrid technology and several ADAS features, including Toyota Safety Sense.
• The Toyota Sienna has acquired fourth place in the electric vehicle models' sales, with 69,720 in the United States. The car comes with the option of a 2.5 l engine with a hybrid powertrain. Consumers with big families looking for seven-seater cars have positively responded to the Toyota Sienna. The fifth place was acquired by the Honda CRV, selling 69,720 units in 2023 in the United States. Other top-selling models include Toyota Highlander, Jeep Wrangler, Toyota Camry, Honda Accord, and Ford Mustang Mach-E.

North America EV Battery Pack Industry Overview

The North America EV Battery Pack Market is fairly consolidated, with the top five companies occupying 85.66%. 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 Canada
  • 4.11.2 Mexico
  • 4.11.3 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 Country
  • 5.9.1 Canada
  • 5.9.2 US

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 A123 Systems LLC
  • 6.4.2 ACDELCO (Subsidiary Of General Motors)
  • 6.4.3 American Battery Solutions Inc.
  • 6.4.4 Clarios International Inc.
  • 6.4.5 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.6 Electrovaya Inc.
  • 6.4.7 Envision AESC Japan Co. Ltd.
  • 6.4.8 LG Energy Solution Ltd.
  • 6.4.9 Nikola Corporation
  • 6.4.10 Panasonic Holdings Corporation
  • 6.4.11 QuantumScape Corp.
  • 6.4.12 SK Innovation Co. Ltd.

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