汽车锂离子电池市场规模、份额和成长分析（按类型、车辆类型、应用、容量和地区划分）—2026-2033年产业预测

预计到 2024 年，汽车锂离子电池市场规模将达到 573 亿美元，到 2025 年将成长至 681.3 亿美元，到 2033 年将成长至 2721.3 亿美元，在预测期（2026-2033 年）内，复合年增长率为 18.9%。

随着乘用车日益普及，人们对二氧化碳排放导致的气候变迁问题日益关注。锂以其轻量化着称，可实现快速充电，并提升能量密度和电池寿命。锂离子电池凭藉其卓越的电化学性能和稳定性，性能优于镍镉电池。锂离子电池拥有目前所有电池技术中最高的能量密度，电压最高可达3.6伏，远超过镍镉电池和镍氢电池。这不仅减少了频繁充电的需求，降低了维护成本，也延长了电池寿命。锂离子电池自放电率低，且不含镉，因此对环境的危害较小，正在取代传统电池技术应用于包括电动车在内的多种领域。政府的各项措施也进一步推动了这项转型，促进了汽车锂离子电池市场的成长。

汽车锂离子电池市场驱动因素

插电式汽车日益增长的需求是全球汽车锂离子电池市场的主要驱动力。随着越来越多的消费者转向电动和混合动力汽车，对高效能、高性能储能解决方案的需求也变得愈发重要。这一趋势的驱动力源于人们日益增强的环保意识和对永续交通途径的追求。製造商正透过投资创新电池技术来响应这项需求，从而提升电池效能并延长电池寿命。因此，汽车产业正在经历一场变革，锂离子电池在汽车电气化过程中扮演核心角色，并将塑造未来的交通运输方式。

汽车锂离子电池市场的限制因素

开发中国家电动车的普及受到多种因素的限制，这些因素也限制着汽车锂离子电池市场的阻碍因素。这些地区常常面临基础设施匮乏、充电设施不足以及电动车前期成本高等挑战。此外，消费者认知度低以及对电动车可靠性的质疑也会进一步减缓电动车的普及速度。经济限制以及各国政府在清洁能源政策上的差异也可能影响市场的成长潜力。因此，必须克服这些障碍，才能促进电动车的普及，并提高新兴市场对锂离子电池的需求。

汽车锂离子电池市场趋势

受消费者对电动车（EV）接受度和认知度的显着提升推动，汽车锂离子电池市场正经历显着成长。随着各大汽车製造商加强对电动车技术的投资，竞争格局日益激烈，推动电池效率和产能的创新。各公司正在建造先进的製造工厂以满足不断增长的需求，并在锂离子电池行业创造了就业机会。这一趋势反映了人们对永续交通解决方案的更广泛承诺，随着全球消费者加速接受电动车，市场正经历强劲的扩张，而这将最终塑造汽车产业的未来。

目录

介绍

• 调查目标
• 调查范围
• 定义

调查方法

• 资讯收集
• 二手资料和一手资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分市场机会分析

市场动态与展望

• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特分析

关键市场考察

• 关键成功因素
• 竞争程度
• 关键投资机会
• 市场生态系统
• 市场吸引力指数（2025）
• PESTEL 分析
• 总体经济指标
• 价值链分析
• 定价分析
• 技术进步
• 监管环境
• 贸易分析

全球汽车锂离子电池市场规模（按类型和复合年增长率划分）（2026-2033 年）

• 锂镍锰钴氧化物（NMC）
• 磷酸锂铁（LFP）
• 钴酸锂（LCO）
• 锰酸锂（LMO）
• 锂镍钴铝氧化物（NCA）
• 钛酸锂（LTO）

全球汽车锂离子电池市场规模（按车辆类型和复合年增长率划分）（2026-2033 年）

• 搭乘用车
• 商用车辆
  • 轻型商用车（LCV）
  • 重型商用车（HCV）

全球汽车锂离子电池市场规模（按应用领域划分）及复合年增长率（2026-2033 年）

• 电池式电动车（BEV）
• 插电式混合动力电动车（PHEV）
• 混合动力电动车（HEV）

全球汽车锂离子电池市场规模（按容量和复合年增长率划分）（2026-2033 年）

• 0～29 kWh
• 30～60 kWh
• 61～90 kWh
• 超过90度

全球汽车锂离子电池市场规模（按地区划分）及复合年增长率（2026-2033）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 亚太其他地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地区
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业的市场定位（2025 年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市占率分析（2025 年）
• 主要企业公司简介
  • 公司详情
  • 产品系列分析
  • 依业务板块进行公司股票分析
  • 2021-2023年营收年比比较

主要企业简介

• Contemporary Amperex Technology Co. Limited（CATL）（China）
• LG Energy Solution（South Korea）
• Panasonic Corporation（Japan）
• BYD Company Ltd.（China）
• Samsung SDI Co., Ltd.（South Korea）
• SK Innovation Co., Ltd.（South Korea）
• Toshiba Corporation（Japan）
• A123 Systems LLC（US）
• GS Yuasa Corporation（Japan）
• Johnson Controls International plc（Ireland）
• Envision AESC Group Ltd.（Japan）
• Farasis Energy, Inc.（China）
• CALB（China Aviation Lithium Battery）（China）
• EVE Energy Co., Ltd.（China）
• Northvolt AB（Sweden）
• Saft Groupe SA（France）
• Sila Nanotechnologies Inc.（US）
• QuantumScape Corporation（US）

结论与建议

Automotive Lithium-Ion Battery Market size was valued at USD 57.3 Billion in 2024 and is poised to grow from USD 68.13 Billion in 2025 to USD 272.13 Billion by 2033, growing at a CAGR of 18.9% during the forecast period (2026-2033).

The increasing prevalence of passenger vehicles has intensified climate concerns related to carbon dioxide emissions. Lithium, recognized for its lightweight nature, facilitates faster charging and enhances power density and battery longevity. Lithium-ion batteries outperform Nickel Cadmium options with superior electrochemical capabilities and stability. They boast the highest energy densities among available technologies, enabling voltages up to 3.6, which significantly exceeds that of Nickel Cadmium or Nickel-Metal Hydride batteries. This results in minimal maintenance needs and prolonged lifespan without frequent recharging. With low self-discharge rates and less environmental toxicity due to the absence of cadmium, lithium-ion batteries are replacing older technologies across diverse applications, notably in electric vehicles. Government initiatives further support this transition, driving growth in the automotive lithium-ion battery market.

Top-down and bottom-up approaches were used to estimate and validate the size of the Automotive Lithium-Ion Battery market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Automotive Lithium-Ion Battery Market Segments Analysis

Global Automotive Lithium-Ion Battery Market is segmented by type, vehicle type, application, capacity and region. Based on type, the market is segmented into lithium nickel manganese cobalt oxide (NMC), lithium iron phosphate (LFP), lithium cobalt oxide (LCO), lithium manganese oxide (LMO), lithium nickel cobalt aluminum oxide (NCA) and lithium titanate oxide (LTO). Based on vehicle type, the market is segmented into passenger cars and commercial vehicles. Based on application, the market is segmented into battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs) and hybrid electric vehicles (HEVs). Based on capacity, the market is segmented into 0-29 kWh, 30-60 kWh, 61-90 kWh and above 90 kWh. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Automotive Lithium-Ion Battery Market

The growing demand for plug-in vehicles is significantly propelling the global automotive lithium-ion battery market. As more consumers shift towards electric and hybrid vehicles, the need for efficient and powerful energy storage solutions becomes increasingly critical. This trend is fueled by a heightened awareness of environmental issues and the desire for sustainable transportation options. Manufacturers are responding to this demand by investing in innovative battery technologies, leading to improved performance and longer battery life. Consequently, the automotive industry is witnessing a pivotal transformation, with lithium-ion batteries playing a central role in the electrification of vehicles and shaping the future of transportation.

Restraints in the Automotive Lithium-Ion Battery Market

The adoption of electric vehicles (EVs) in developing countries has been hindered by several factors that act as restraints on the Automotive Lithium-Ion Battery market. These regions often face challenges such as limited infrastructure, inadequate charging facilities, and higher upfront costs associated with EVs. Additionally, a lack of consumer awareness and perceived reliability of electric vehicles can further slow penetration rates. Economic constraints and varying government policies on clean energy can also impact the market's growth potential. Consequently, these barriers must be addressed to enhance the uptake of electric vehicles and drive demand for lithium-ion batteries in these emerging markets.

Market Trends of the Automotive Lithium-Ion Battery Market

The Automotive Lithium-Ion Battery market is witnessing significant growth driven by a surge in consumer acceptance and awareness of electric vehicles (EVs). As major automotive manufacturers enhance their investments in EV technology, the competitive landscape is intensifying, prompting innovations in battery efficiency and production capacity. Companies are establishing advanced manufacturing facilities to support rising demand, leading to increased employment in the lithium-ion battery sector. This trend reflects a broader commitment to sustainable transportation solutions, positioning the market for robust expansion as EV adoption continues to accelerate amongst consumers globally, ultimately shaping the future landscape of the automotive industry.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Technology Advancement
• Regulatory Landscape
• Trade Analysis

Global Automotive Lithium-Ion Battery Market Size by Type & CAGR (2026-2033)

• Market Overview
• Lithium Nickel Manganese Cobalt Oxide (NMC)
• Lithium Iron Phosphate (LFP)
• Lithium Cobalt Oxide (LCO)
• Lithium Manganese Oxide (LMO)
• Lithium Nickel Cobalt Aluminum Oxide (NCA)
• Lithium Titanate Oxide (LTO)

Global Automotive Lithium-Ion Battery Market Size by Vehicle Type & CAGR (2026-2033)

• Market Overview
• Passenger Cars
• Commercial Vehicles
  • Light Commercial Vehicles (LCVs)
  • Heavy Commercial Vehicles (HCVs)

Global Automotive Lithium-Ion Battery Market Size by Application & CAGR (2026-2033)

• Market Overview
• Battery Electric Vehicles (BEVs)
• Plug-In Hybrid Electric Vehicles (PHEVs)
• Hybrid Electric Vehicles (HEVs)

Global Automotive Lithium-Ion Battery Market Size by Capacity & CAGR (2026-2033)

• Market Overview
• 0-29 kWh
• 30-60 kWh
• 61-90 kWh
• Above 90 kWh

Global Automotive Lithium-Ion Battery Market Size & CAGR (2026-2033)

• North America (Type, Vehicle Type, Application, Capacity)
  • US
  • Canada
• Europe (Type, Vehicle Type, Application, Capacity)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Type, Vehicle Type, Application, Capacity)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Type, Vehicle Type, Application, Capacity)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Type, Vehicle Type, Application, Capacity)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

• Contemporary Amperex Technology Co. Limited (CATL) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• LG Energy Solution (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Panasonic Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BYD Company Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung SDI Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SK Innovation Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toshiba Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• A123 Systems LLC (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GS Yuasa Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Johnson Controls International plc (Ireland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Envision AESC Group Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Farasis Energy, Inc. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• CALB (China Aviation Lithium Battery) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• EVE Energy Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Northvolt AB (Sweden)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Saft Groupe S.A. (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sila Nanotechnologies Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• QuantumScape Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations