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市场调查报告书
商品编码
1817994
2032年汽车锂离子电池市场预测:按电池化学成分、车辆类型、推进类型、外形规格、最终用户和地区进行的全球分析Automotive Lithium-ion Battery Cell Market Forecasts to 2032 - Global Analysis By Battery Chemistry, Vehicle Type, Propulsion Type, Form Factor, End User and By Geography |
根据 Stratistics MRC 的数据,全球汽车锂离子电池市场预计到 2025 年将达到 1,402.2 亿美元,到 2032 年将达到 5,722.1 亿美元,预测期内的复合年增长率为 22.25%。
在汽车锂离子电池产业,机器人已成为精准、高效和安全生产的关键要素。机器人能够以极高的精度自动化电极製备、层压、电解注入和电池封装等关键工序,从而减少错误和杂质的产生。它们还能在潜在危险条件下运行,并降低人体接触化学物质的风险。除了安全性之外,机器人技术还能提高产量和标准化程度,帮助企业满足日益增长的电动车需求。透过智慧感测器和人工智慧的集成,机器人技术进一步完善了品质监控并简化了工作流程,使其成为电池製造创新和可靠性的关键参与者。
根据国际机器人联合会 (IFR) 的数据,汽车产业仍然是工业机器人的最大应用领域,占全球整体机器人总数的 30% 以上。电池单元组装、焊接和物料输送是电动车生产中机器人的关键应用。
安全与降低风险
机器人在锂离子电池生产中加速应用的主要驱动力是其能够提高工人安全性并降低风险。电池製造通常需要处理危险化学品、易燃材料和高压密封製程。人类直接参与这些过程可能带来严重的健康和事故风险。机器人可以执行化学品注入、焊接和高温作业等危险任务,减少暴露风险并确保更安全的职场。机器人还可以持续工作而不会疲劳,最大限度地减少可能导致安全事故的人为错误。能够满足严格安全标准和监管要求的机器人已成为汽车电池製造环境中关键的安全特性。
初期投资高
在锂离子电池製造中,机器人的高昂初始成本是一大障碍。机器人系统需要在专用设备、控制系统、软体平台和工厂重新设计方面投入巨额资金。这些成本通常难以为中小企业所承受,导致大型和中型製造商之间出现差距。此外,此类投资的回报期很长,尤其是在电池需求不确定的地区。整合、员工技能提升和定期升级的成本进一步加重了财务负担。因此,高昂的资金需求减缓了机器人技术的普及,并阻碍了许多公司儘管拥有长期利益,但仍不愿采用自动化技术。
全球供应链多样化
全球供应链的重组为电池生产中的机器人技术开闢了新的机会。製造商正在分散运营,以避免过度依赖某个地区,而机器人技术则促进了这一转变。自动化系统确保了流程的一致性,并在多个地点实现相同的品质标准。在技术纯熟劳工短缺的地区,机器人技术透过保持效率和精度来填补这一空白。这使得企业能够在不牺牲性能的情况下,在不同市场建立新工厂。随着供应链变得更加弹性和灵活,机器人技术将成为全球竞争力的基础,在支援业务扩张的同时,降低快速变化的汽车电池产业的风险。
竞争压力与成本挑战
机器人主导的电池市场面临竞争加剧和成本上升的威胁。随着自动化的普及,企业发现难以维持其独特的优势,被迫在价格上竞争。这种压力降低了盈利,尤其是对于那些无法像大型竞争对手那样有效率地扩展自动化规模的中小型企业。持续的系统维护、升级和软体授权费用进一步加重了财务负担。如果收益无法跟上这些不断上涨的成本,许多公司可能会面临利润率下降甚至营运风险。因此,激烈的竞争和高成本挑战的结合威胁着电池单元领域采用机器人技术的财务永续性。
新冠疫情对汽车锂离子电池单元领域机器人技术的采用产生了显着影响,既带来了成长动力,也带来了挫折。全球供应链的限制和中断导致关键机器人硬体采购延迟,工厂自动化计画停滞。工厂关闭和劳动力短缺也减少了短期投资。然而,疫情凸显了机器人技术在确保业务永续营运连续性和最大程度减少人员伤亡方面的价值。因此,许多公司加快了自动化策略,以建立更具弹性和更有效率的营运。虽然疫情最初减缓了成长,但最终增强了对机器人技术的长期需求,使其成为未来电池生产的基石。
预计镍锰钴 (NMC) 板块将成为预测期内最大的板块
镍锰钴 (NMC) 电池预计将在预测期内占据最大的市场份额,这得益于其在成本、安全性和能源效率方面的最佳平衡。 NMC 电池被电动车製造商广泛采用,它在保持稳定性和价格实惠的同时,还能提供更长的续航里程。机器人技术对于 NMC 电池的生产至关重要,能够精确执行电极涂层、层压和电解填充等关键步骤,以确保一致的品质。 NMC 化学材料在各种电动车类别中的适应性使其成为大规模生产的首选。这种广泛的可靠性使 NMC 电池在机器人电池製造领域占据主导地位。
预计电池电动车 (BEV) 领域将在预测期内实现最高复合年增长率
预计纯电动车 (BEV) 领域将在预测期内实现最高成长率。 BEV 依赖大容量电池组,因此机器人技术对于精准可靠的大规模生产至关重要。自动化提高了涂层、堆迭、填充和组装工序的效率,这些工序对 BEV 电池系统至关重要。随着各国政府推出奖励和排放法规的收紧,全球对 BEV 的需求持续激增。机器人技术使製造商能够在确保品质和安全的同时快速扩张。强劲的势头使 BEV 处于市场扩张的前沿,并创下了最快的成长率。
在预测期内,亚太地区预计将占据最大的市场份额,这得益于其在电动车製造和电池技术创新方面的强大实力。中国、韩国和日本等国家主导全球供应链和生产能力,加速了各设施自动化的普及。优惠的政府政策、财政奖励和成熟的工业基础进一步巩固了该地区的领导地位。机器人技术正被广泛用于实现电池生产的效率、大规模可扩展性和安全性。随着全球顶级电池製造商的总部设在亚太地区,亚太地区将继续推动市场成长和创新,巩固其作为全球领先机器人电池单元製造中心的地位。
在强有力的政府监管和电动车普及率不断上升的推动下,预计欧洲地区在预测期内将呈现最高的复合年增长率。欧盟致力于减少碳排放并致力于永续交通,这推动了对电池製造业的大规模投资。机器人技术在欧洲新建的超级工厂中发挥关键作用,实现了精准、大量和环保的生产。德国、法国和北欧等国家在采用自动化技术加强国内供应链方面处于领先地位。在严格的政策框架和强劲的汽车产业的支持下,欧洲将继续实现最高的复合年增长率,并成为成长最快的区域市场。
According to Stratistics MRC, the Global Automotive Lithium-ion Battery Cell Market is accounted for $140.22 billion in 2025 and is expected to reach $572.21 billion by 2032 growing at a CAGR of 22.25% during the forecast period. In the automotive lithium-ion battery cell industry, robotics has become essential for accurate, efficient, and safe production. Robots automate critical processes such as electrode preparation, layering, electrolyte injection, and cell packaging with exceptional precision, lowering the chances of errors or impurities. They also operate in potentially dangerous conditions, reducing human health risks from chemicals. Beyond safety, robotics boosts throughput and standardization, helping companies address the rising demand for electric mobility. With the integration of smart sensors and AI, robotic technologies further refine quality monitoring and streamline workflows, establishing themselves as a cornerstone of innovation and reliability in battery cell manufacturing.
According to the International Federation of Robotics (IFR), the automotive industry remains the largest adopter of industrial robots, accounting for over 30% of total robot installations globally. Battery cell assembly, welding, and material handling are key robotic applications in EV production.
Safety and risk reduction
A major factor accelerating robotics adoption in lithium-ion battery production is improved worker safety and risk reduction. Manufacturing cells often requires dealing with harmful chemicals, flammable substances, and high-pressure sealing processes. Direct human participation in such steps can pose severe health and accident risks. Robots take over dangerous tasks like chemical injection, welding, and high-temperature operations, lowering exposure and ensuring a safer workplace. By operating consistently without fatigue, robots also minimize human mistakes that may cause safety incidents. Their ability to meet strict safety standards and regulatory expectations has made robotics a critical safeguard in the automotive battery manufacturing environment.
High initial investment
The significant upfront cost of robotics deployment serves as a major barrier in lithium-ion battery cell manufacturing. Robotic systems demand heavy spending on specialized equipment, control systems, software platforms, and plant redesign. For smaller firms, such expenses are often unmanageable, creating inequality between large corporations and mid-scale manufacturers. Moreover, achieving payback on these investments is a lengthy process, especially in regions where battery demand remains uncertain. The expense of integration, staff upskilling, and regular upgrades further increases the financial load. Consequently, the steep capital requirement slows robotics adoption, discouraging many companies from committing to automation despite its long-term advantages.
Global supply chain diversification
The restructuring of global supply chains is opening new opportunities for robotics adoption in battery cell production. Manufacturers are increasingly decentralizing operations to avoid overdependence on specific regions, and robotics facilitates this transition. Automated systems ensure process uniformity, enabling identical quality standards across multiple sites. In regions where skilled labor is scarce, robotics fills the gap by maintaining efficiency and accuracy. This allows companies to establish new facilities in diverse markets without sacrificing performance. As supply chains grow more resilient and flexible, robotics serves as a foundation for global competitiveness, supporting expansion while reducing risk in the fast-changing automotive battery sector.
Competitive pressure and cost challenges
The robotics-driven battery market faces threats from growing competition and rising costs. With widespread automation adoption, it becomes difficult for firms to maintain unique advantages, pushing them to compete on price. Such pressure reduces profitability, particularly for smaller companies that cannot scale automation as effectively as larger rivals. Ongoing expenses for system maintenance, upgrades, and software licenses further add to financial burdens. If revenues fail to keep pace with these rising costs, many firms may face reduced margins or even operational risks. Consequently, intense competition combined with high-cost challenges threatens the financial sustainability of robotics adoption in the battery cell sector.
The outbreak of COVID-19 had a notable impact on robotics adoption in the automotive lithium-ion battery sector, bringing setbacks as well as growth drivers. Restrictions and global supply chain breakdowns caused delays in procuring vital robotic hardware, slowing factory automation plans. Plant closures and workforce shortages also reduced near-term investments. Yet, the pandemic emphasized the value of robotics for ensuring business continuity and minimizing human exposure. As a result, many companies fast-tracked automation strategies to build more resilient and efficient operations. Despite initial slowdowns, the pandemic ultimately strengthened the long-term demand for robotics, establishing it as a cornerstone of future battery production.
The nickel manganese cobalt (NMC) segment is expected to be the largest during the forecast period
The nickel manganese cobalt (NMC) segment is expected to account for the largest market share during the forecast period due to their optimal balance of cost, safety, and energy efficiency. Widely chosen by electric vehicle manufacturers, NMC cells provide long driving ranges while maintaining stability and affordability. Robotics is essential in their production, offering precision in processes such as electrode coating, layering, and electrolyte filling, which are critical to ensuring consistent quality. The adaptability of NMC chemistry across different EV categories makes it the most favored choice for large-scale manufacturing. This widespread reliance establishes NMC as the dominant segment in robotic battery production.
The battery electric vehicles (BEVs) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery electric vehicles (BEVs) segment is predicted to witness the highest growth rate, fueled by the rising global push for clean mobility. Since BEVs depend on large-capacity battery packs, robotics becomes essential for handling high-volume production with accuracy and reliability. Automation supports the efficiency of coating, stacking, filling, and assembling processes critical for BEV battery systems. With governments offering incentives and tightening emission standards, BEV demand continues to surge worldwide. Robotics allows manufacturers to scale quickly while ensuring quality and safety. This strong momentum places BEVs at the forefront of market expansion, recording the fastest growth rate.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to its strong presence in EV manufacturing and battery innovation. Nations like China, South Korea, and Japan dominate global supply chains and production capacity, accelerating automation adoption across facilities. Favorable government policies, financial incentives, and established industrial bases further strengthen the region's leadership. Robotics is heavily utilized to achieve efficiency, high-volume scalability, and safety in battery production. With top global battery makers headquartered here, Asia-Pacific continues to drive market growth and innovation, firmly positioning itself as the dominant hub for robotics-integrated battery cell manufacturing worldwide.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR, supported by strong government regulations and rising EV penetration. The European Union's focus on reducing carbon emissions and its commitment to sustainable transportation has driven large-scale investments in battery manufacturing. Robotics plays a crucial role in new European gigafactories, ensuring precise, high-volume, and eco-friendly production. Countries such as Germany, France, and the Nordic region are at the forefront of deploying automation to strengthen domestic supply chains. Backed by strict policy frameworks and robust automotive industries, Europe continues to achieve the highest CAGR, establishing itself as the most rapidly expanding regional market.
Key players in the market
Some of the key players in Automotive Lithium-ion Battery Cell Market include CATL (Contemporary Amperex Technology Co. Limited), LG Energy Solution, Panasonic Corporation, Samsung SDI, BYD Company Ltd., Tesla, SVOLT Energy Technology, Gotion High-Tech Co., Ltd, CALB Group, EVE Energy Co., Ltd, Sunwoda Electronic Co., Ltd., Farasis Energy (GanZhou) Co.,Ltd, EnerSys Inc., Amara Raja Batteries and Tata AutoComp Gotion.
In July 2025, Panasonic and FC Barcelona have signed a sponsorship agreement whereby the Japanese multinational will become the new Heating Ventilation Air Conditioning Provider for Espai Barca for four seasons up to 30 June 2028. This association adds another strategic partner for Espai Barca, ensuring the highest possible energy efficiency, with precision technology and a high level of interior air quality in the new installations, with a view to providing the highest possible comfort for every member and fan visiting the Spotify Camp Nou.
In March 2025, LG Energy Solution announced that it has signed an agreement with PGE, Poland's largest energy sector company, to supply 981MWh of grid-scale ESS batteries between 2026 and 2027. Both companies will collaborate to establish a battery energy storage facility in zarnowiec, Poland. PGE plans to commence the project's commercial operation in 2027.
In June 2023, Contemporary Amperex Technology Co., Ltd. (CATL) signed a strategic cooperation framework agreement with the Shenzhen Municipal People's Government. The two parties will carry out all-round cooperation in the fields of battery swapping of new energy vehicles, electric vessels, new energy storage system, green industrial parks, financial services and trade.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.