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市场调查报告书
商品编码
1865447
电动车电池自动化市场预测至2032年:按组件、工艺、电池类型、应用、最终用户和地区分類的全球分析Electric Vehicle Battery Automation Market Forecasts to 2032 - Global Analysis By Component, Process, Battery Type, Application, End User and By Geography |
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根据 Stratistics MRC 的数据,预计到 2025 年,全球电动车 (EV) 电池自动化市场规模将达到 74 亿美元,到 2032 年将达到 163.5 亿美元,预测期内复合年增长率为 12%。
电动车 (EV) 电池自动化是指利用机器人、智慧软体和机器控制系统来简化电池生产和测试流程。这些自动化设施提高了电极製备、电池组装和热控制等操作的精确度,从而减少了人为误差。透过实施自动化,电池工厂可以提高生产速度,保持产品品质稳定,并改善职场安全。自动化数据追踪支援预测性维护并优化材料使用,从而实现成本效益。随着全球电动车普及率的提高,自动化将使企业能够大规模、快速地供应缺陷率更低的高品质锂离子电池。这项技术变革将提高可靠性,提升生产效率,并确保性能标准的一致性。
根据印度开放政府数据(OGD)平台的数据,预计在2019-20财年至2023-24财年期间,印度将註册超过340万辆电动车。电动车普及率的激增直接增加了对自动化电池组组装、测试和回收基础设施的需求。
全球电动车产量增加
在政府奖励和减排排放的推动下,电动车的日益普及正在加速全球电动车产能的提升。为了跟上这快速成长的步伐,电池製造商需要自动化技术来处理大规模电芯生产,同时确保产品品质稳定且营运成本低廉。与人工操作相比,机器人系统和自动化检测设备能够提高精度、减少缺陷并加快生产速度。自动化能够实现连续生产、提升安全性并优化资源利用。随着汽车製造商向大型超级工厂转型,自动化电池组装对于标准化生产至关重要。随着电动车需求的激增,各公司正依靠自动化技术快速、有效率且价格具竞争力地交付高性能锂离子电池,从而确保全球供应的可靠性。
高昂的初始投资和基础设施成本
电动车电池自动化生产需要大量资金投入,包括机器人技术、自动化测试设备、温度控管系统和洁净的生产环境。由于购置、整合和维护成本高昂,中小企业难以投资大规模自动化设备。软体许可、熟练操作人员培训以及持续的系统调整也增加了成本。电池材料和製造标准的快速变化意味着自动化设备需要定期更新,从而加重了长期的资金负担。有限的工业资本和技术能力使得许多地区难以采用自动化技术。因此,资金壁垒阻碍了整个产业的转型,一些製造商仍然依赖半自动化或手动组装方式,而不是完全自动化。
固态电池和下一代电池技术的进步
包括固态电池、富硅电池和锂硫电池在内的新型电池技术,需要能够进行极为精确加工的先进自动化技术。薄膜电极涂覆、密封和可控电解液处理所需的精确度,是人工方法无法实现的。自动化设备能够确保化学成分的均匀性,从而提高安全性并防止污染。随着企业向下一代电池的大规模生产迈进,专用机器人工具、机器视觉检测和精确的温度控管系统将成为必需品。这项转变将为自动化设备製造商创造机会,使其能够设计升级的组装和客製化的软体平台。从研究实验室到大型超级工厂,新型化学技术的商业化将加速对尖端自动化解决方案的需求。
供应链不稳定和原料短缺
电动汽车电池自动化产业极易受到原料短缺和供应链中断的影响。锂、钴和镍等资源的有限供应,加上出口限制和运输瓶颈,为大规模电池生产带来了不确定性。不稳定的原料供应会阻碍自动化工厂的高效运作,导致产量下降和财务风险增加。矿产价格的波动也为计划进行资本投资和自动化升级的企业带来了挑战。由于许多电池矿产集中在特定国家,区域性的不稳定性会影响整个供应链。这些挑战阻碍了製造商扩大自动化设施的计划,减缓了自动化技术的长期发展。
由于被迫停产、劳动力流动受限以及全球物流中断,新冠疫情导致电动车电池自动化市场暂时受挫。零件短缺和机械交付延迟,延缓了自动化生产线的安装,并打乱了扩张计划。许多製造商将预算重新分配给关键业务,并在短期内暂停了自动化投资。然而,疫情凸显了自动化在人力有限的情况下运作、提高安全性以及确保业务永续营运的价值。随着经济的重启,企业加快了机器人、远端数据分析和智慧製造工具的应用。政府的电动车激励政策和永续性目标进一步推动了復苏,重新燃起了对自动化电池生产技术的需求。
预计在预测期内,锂离子电池(Li-ion)细分市场将占据最大的市场份额。
预计在预测期内,锂离子电池将占据最大的市场份额,因为它是现代电动车的理想选择,能够满足其高性能和远距的需求。锂离子电池製造对精度要求极高,促使製造商采用机器人、自动化送料系统、涂层设备和先进的品质检测工具。人工智慧监控系统和机器视觉技术能够减少人为误差,并确保电池性能的稳定性。自动化还有助于缩短生产週期,并确保敏感材料的安全处理,使锂离子电池成为大规模电动车生产的理想选择。随着超级工厂的日益普及,锂离子电池仍然是领先的化学技术,受益于先进的自动化製程和智慧製造系统。
预计在预测期内,固定式能源储存系统(ESS)细分市场将呈现最高的复合年增长率。
预计在预测期内,固定式能源储存系统(ESS)领域将实现最高成长率,因为它对于可再生能源储存、电网平衡和不断电系统至关重要。这些系统需要透过自动化层压、焊接、温度控管和先进的品质检测来製造大型电池模组。自动化可确保更长的电池寿命、更稳定的放电率和更安全的运行,这些都是公用事业规模安装的关键因素。对太阳能电站、风电场和智慧电网基础设施投资的不断增加,正推动製造商借助机器人和数位监控工具扩大ESS的生产规模。随着全球对清洁能源和大规模储能容量的兴趣日益浓厚,ESS正经历着由自动化主导的高速成长。
亚太地区预计将在整个预测期内占据最大的市场份额,因为该地区在全球电池生产和自动化整合方面处于领先地位。中国、日本和韩国的主要电池製造商和超级工厂依靠机器人、机器视觉和基于人工智慧的品质测试技术,实现大规模、高精度的生产。该地区在原料采购、供应链协调和高技能工程人才方面拥有成熟的生态系统。电动车销量的成长和储能设施装置量的增加,进一步推动了对高度自动化生产线的需求。凭藉政府的大力支持和持续的技术创新,亚太地区仍然是推动电动车电池自动化发展和应用的关键枢纽。
在预测期内,随着製造商加速建造超级工厂和推进电池自动化生产,欧洲预计将成为复合年增长率最高的地区。电动车的普及、碳中和目标以及政府的资金支持,正推动电池和模组组装中机器人技术、数位监控和预测性品质管理系统的应用。汽车製造商致力于透过建立本地化的自动化供应链来减少对进口电池的依赖,从而确保电池品质稳定并缩短交货时间。欧洲对先进电池材料、回收基础设施和固态电池研发的重视,推动了对精密自动化工具的需求。在强劲的创新、永续性目标和工业数位化的驱动下,欧洲预计将继续保持该市场最高的成长率。
According to Stratistics MRC, the Global Electric Vehicle (EV) Battery Automation Market is accounted for $7.40 billion in 2025 and is expected to reach $16.35 billion by 2032 growing at a CAGR of 12% during the forecast period. Electric Vehicle (EV) battery automation involves using robotics, smart software, and machine-controlled systems to streamline battery production and testing. These automated setups improve accuracy in tasks like electrode preparation, cell assembly, and thermal control, reducing human-based errors. By adopting automation, battery plants can expand production speed, maintain uniform quality, and enhance workplace safety. Automated data tracking supports predictive maintenance and optimized material usage, making manufacturing more cost-effective. With the rise in EV adoption worldwide, automation helps companies deliver high-quality lithium-ion batteries at scale, with fewer defects and quicker turnaround. This technological shift strengthens reliability, boosts productivity, and ensures consistent performance standards.
According to data from India's Open Government Data (OGD) Platform, over 3.4 million electric vehicles were registered in India between FY 2019-20 and FY 2023-24. This surge in EV adoption is directly increasing demand for automated battery pack assembly, testing, and recycling infrastructure.
Rising global EV production
Increasing electric vehicle penetration, supported by government incentives and emission reduction targets, has accelerated EV manufacturing capacity worldwide. To match rapid growth, battery makers require automation to handle large-scale cell production with stable quality and lower operational cost. Robotic systems and automated inspection equipment enhance precision, minimize defects, and deliver faster throughput compared to manual processes. Automation also enables continuous production, boosts safety, and optimizes resource usage. With automakers shifting toward large gigafactories, automated battery assembly becomes essential for standardized output. As EV demand escalates, companies depend on automation to deliver high-performing lithium-ion batteries quickly, efficiently, and at competitive pricing, ensuring reliable global supply.
High initial investment and infrastructure costs
Automated EV battery production demands substantial financial resources for robotics, automated testing units, thermal management systems, and clean manufacturing environments. Smaller companies face difficulties investing in large-scale automated facilities due to high purchasing, integration, and maintenance expenses. Additional costs come from software licensing, skilled operator training, and continuous system calibration. Because battery materials and manufacturing standards change rapidly, automated equipment must be upgraded periodically, increasing long-term financial commitments. For many regions with limited industrial funding and technical capability, adopting automation becomes challenging. As a result, capital barriers slow down industry-wide transition, keeping some manufacturers dependent on semi-automated or manual assembly methods instead of full-scale automation.
Advancement of solid-state and next-generation battery technologies
New battery types such as solid-state, high-silicon, and lithium-sulfur cells require advanced automation capable of handling sensitive materials with extreme precision. Manual methods cannot provide the accuracy needed for thin-layer electrode coating, sealing, and controlled electrolyte processing. Automated equipment ensures uniform chemistry, improves safety, and prevents contamination. As companies push next-generation batteries toward mass-production, they will demand specialized robotic tools, machine-vision inspection, and precision thermal management systems. This shift gives automation manufacturers opportunities to design upgraded assembly lines and customized software platforms. The commercialization of new chemistries will accelerate demand for cutting-edge automation solutions across research labs and full-scale gigafactories.
Supply chain instability and raw material shortages
The EV battery automation industry is highly vulnerable to raw material scarcity and supply chain disruptions. Limited sources of lithium, cobalt, and nickel, combined with export restrictions and transport bottlenecks, create uncertainty for large-scale battery production. Automated factories cannot operate efficiently when material supply is inconsistent, which reduces production output and increases financial risk. Volatile mineral prices also make it challenging for companies to plan equipment investments or automation upgrades. Since many battery minerals are concentrated in specific countries, regional instability impacts the entire supply chain. These challenges discourage manufacturers from expanding automated facilities, slowing the long-term growth of automation technologies.
COVID-19 caused temporary setbacks in the EV Battery Automation Market by forcing production closures, restricting workforce movement, and interrupting global logistics. Shortage of components and delayed machinery shipments slowed installation of automated lines and halted expansion plans. Many manufacturers shifted budgets toward essential operations, pausing automation investments in the short term. Yet the pandemic highlighted the value of automation for operating with limited staff, improving safety, and ensuring business continuity. As economies reopened, companies accelerated adoption of robotics, remote data analytics, and smart manufacturing tools. Government EV incentives and sustainability targets further boosted recovery, driving renewed demand for automated battery production technologies.
The lithium-ion (Li-ion) segment is expected to be the largest during the forecast period
The lithium-ion (Li-ion) segment is expected to account for the largest market share during the forecast period because it is the preferred choice for modern electric vehicles requiring high performance and long driving ranges. Producing Li-ion batteries demands extreme precision, encouraging manufacturers to adopt robotics, automated material feeding, coating machines, and advanced quality inspection tools. AI-enabled monitoring and machine vision reduce human errors and support consistent cell performance. Automation also helps achieve faster production cycles and safer handling of sensitive materials, making Li-ion batteries ideal for large-scale EV output. With increasing deployment of gigafactories, Li-ion remains the leading chemistry benefiting from advanced automated processes and intelligent manufacturing systems.
The stationary energy storage systems (ESS) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the stationary energy storage systems (ESS) segment is predicted to witness the highest growth rate because they are essential for renewable energy storage, grid balancing, and uninterrupted power supply. These systems require large-format battery modules built through automated stacking, welding, thermal regulation, and advanced quality inspection. Automation ensures longer battery life, stable discharge rates, and safer operation, which are critical for utility-scale installations. Increased investments in solar parks, wind farms, and smart grid infrastructure are pushing manufacturers to scale ESS production using robotics and digital monitoring tools. With rising global focus on clean energy and large storage capacity, ESS experiences the highest automation-driven growth.
During the forecast period, the Asia Pacific region is expected to hold the largest market share because it leads global battery production and automation integration. Major cell producers and gigafactories in China, Japan, and South Korea rely on robotics, machine vision, and AI-based quality testing to deliver large output with consistent accuracy. The region offers a mature ecosystem for raw material sourcing, supply chain coordination, and skilled engineering talent. Growing electric vehicle sales and rising energy storage installations drive further demand for highly automated manufacturing lines. With strong government incentives and continuous technological improvements, Asia-Pacific remains the key hub driving advancement and adoption of EV battery automation.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR as manufacturers accelerate gig factory construction and automated battery production. Growing EV adoption, carbon-neutral goals, and government funding encourage the use of robotics, digital monitoring, and predictive quality systems in cell and module assembly. Automakers aim to reduce foreign battery dependence by creating local automated supply chains that ensure consistent quality and shorter delivery times. Europe's focus on advanced battery materials, recycling infrastructure, and solid-state development increases demand for precise automated tools. With strong innovation, sustainability targets, and industrial digitalization, Europe remains the highest growth rate region in this market.
Key players in the market
Some of the key players in Electric Vehicle (EV) Battery Automation Market include Siemens AG, Dassault Systems, SAP SE, TUV SUD, ADLINK Technology, Parc Robotics, Schneider Electric, Cimcorp, Rockwell Automation, Bosch Rexroth, ABB, FANUC, KUKA, Honeywell International and Mitsubishi Electric.
In August 2025, SAP and SmartRecruiters today announced that SAP has entered into an agreement to acquire SmartRecruiters, a leading talent acquisition (TA) software provider. SmartRecruiters' deep expertise in high-volume recruiting, recruitment automation and AI-enabled candidate experience and engagement are considered an ideal addition to the SAP SuccessFactors human capital management (HCM) suite.
In August 2025, Dassault Systemes and Viettel have signed a Memorandum of Understanding (MoU) to strengthen strategic cooperation in artificial intelligence (AI), machine learning (ML), digital design, and simulation. The partnership aims to accelerate digital transformation, foster innovation, and enhance Vietnam's position in high-tech industries.
In June 2025, Siemens Mobility and Swiss BLS Netz AG have agreed on a joint, long-term framework agreement worth €110 million. The contract includes modernization of the existing control and safety technology to meet the latest European Train Control System standard. Siemens Mobility will supply state-of-the-art safety systems for cab signaling as well as train control technology.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.