锂离子电池市场－全球产业规模、份额、趋势、机会及预测（按组件、应用、产能、地区和竞争细分，2020-2030 年）

2024 年全球锂离子电池市场价值为 584 亿美元，预计到 2030 年将大幅成长至 1,877 亿美元，预测期内的复合年增长率为 21.3%。成长主要源自于政府政策和更严格的排放法规推动的电动车 (EV) 普及率上升。此外，对可靠储能解决方案的需求不断增长以补充太阳能和风能，这也提振了市场，锂离子电池成为电网和住宅应用的关键。由于电池结构紧凑、能量密度高，智慧型手机、笔记型电脑和穿戴式装置等消费性电子产品也发挥了进一步作用。电池性能的不断进步、充电速度的加快以及生产成本的降低正在提高电池的可负担性。美国《通膨削减法案》和印度的 FAME 计画等立法支持，加上 5G 和物联网设备的激增以及新兴市场能源取得的不断增加，继续增强市场势头。创新、永续发展计划和不断扩大的最终用途应用的整合正在推动市场成长。

关键市场驱动因素

电动车（EV）的加速普及

主要市场挑战

供应链约束和原料依赖

主要市场趋势

电池化学技术的进步与发展

目录

第 1 章：产品概述

第二章：研究方法

第三章：执行摘要

第四章：顾客之声

第五章：全球锂离子电池市场展望

• 市场规模和预测
  • 按价值
• 市场占有率和预测
  • 按组件（阴极、阳极、电解质、隔膜、其他）
  • 按应用（电气和电子、汽车、工业、其他）
  • 依容量（0-3,000 mAh、3,000- 10,000 mAh、10,000- 60,000 mAh、100,000 mAh 以上）
  • 按地区（北美、欧洲、南美、中东和非洲、亚太地区）
• 按公司分类（2024）
• 市场地图

第六章：北美锂离子电池市场展望

• 市场规模和预测
• 市场占有率和预测
• 北美：国家分析
  • 美国
  • 加拿大
  • 墨西哥

第七章：欧洲锂离子电池市场展望

• 市场规模和预测
• 市场占有率和预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章：亚太锂离子电池市场展望

• 市场规模和预测
• 市场占有率和预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲锂离子电池市场展望

• 市场规模和预测
• 市场占有率和预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿联酋
  • 南非

第十章：南美洲锂离子电池市场展望

• 市场规模和预测
• 市场占有率和预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第 11 章：市场动态

• 驱动程式
• 挑战

第 12 章：市场趋势与发展

• 合併与收购（如有）
• 产品发布（如有）
• 最新动态

第十三章：公司简介

• Panasonic Corporation
• Samsung SDI Co., Ltd.
• LG Energy Solution Ltd.
• Contemporary Amperex Technology Co. Limited (CATL)
• BYD Company Limited
• Tesla, Inc.
• Toshiba Corporation
• A123 Systems LLC

第 14 章：策略建议

第15章调查会社について・免责事项

The Global Lithium-ion Battery Market, valued at USD 58.4 billion in 2024, is projected to grow significantly and reach USD 187.7 billion by 2030, registering a CAGR of 21.3% during the forecast period. Growth is primarily driven by increasing electric vehicle (EV) adoption, incentivized by government policies and stricter emission regulations. Additionally, the rising demand for reliable energy storage solutions to complement solar and wind power is bolstering the market, with lithium-ion batteries becoming key for grid and residential applications. Consumer electronics like smartphones, laptops, and wearables further contribute due to the batteries' compactness and high energy density. Ongoing advancements in battery performance, faster charging, and production cost reductions are enhancing affordability. Legislative support such as the U.S. Inflation Reduction Act and India's FAME scheme, coupled with the surge in 5G and IoT devices and increasing energy access in emerging markets, continue to strengthen market momentum. This confluence of innovation, sustainability initiatives, and expanding end-use applications is propelling market growth.

Key Market Drivers

Accelerated Adoption of Electric Vehicles (EVs)

A major force behind the global lithium-ion battery market is the rapidly growing demand for electric vehicles (EVs). With heightened focus on reducing carbon emissions and fossil fuel dependency, both governments and automakers are prioritizing electrification. Lithium-ion batteries, noted for their high energy density, long lifespan, and declining costs, are now the preferred power source for EVs, including passenger cars, commercial fleets, and two-wheelers. Policy initiatives in countries such as China, the United States, India, Germany, and the UK are significantly accelerating this transition through subsidies, tax incentives, and stricter CO2 standards. For example, the EU's Green Deal and Fit for 55 plan support the phaseout of combustion engines by 2035, while the U.S. Inflation Reduction Act introduces significant tax credits to boost local battery manufacturing and EV purchases.

Key Market Challenges

Supply Chain Constraints and Raw Material Dependency

A critical challenge confronting the global lithium-ion battery market lies in the constrained supply chain and heavy reliance on key raw materials. Essential components like lithium, cobalt, nickel, manganese, and graphite are geographically concentrated, exposing the industry to geopolitical tensions, trade limits, and resource-driven nationalism. Over 70% of cobalt comes from the Democratic Republic of Congo, a region burdened by political instability and infrastructure issues. Lithium is predominantly sourced from Australia, China, and the South American "Lithium Triangle" (Chile, Argentina, Bolivia). These dependencies make supply disruptions and price volatility significant concerns; lithium prices surged over 400% during 2022-2023, straining procurement and profit margins. Moreover, China controls the majority of global refining capacity-processing over 60% of lithium and nearly 70% of cobalt-raising alarms about excessive reliance on one country. For Western nations striving for supply diversification, this presents a substantial strategic obstacle.

Key Market Trends

Technological Advancements and Evolution of Battery Chemistries

One of the defining trends in the lithium-ion battery industry is the continued evolution of battery chemistries and related technological advancements. As demand intensifies in sectors like EVs, renewable energy systems, and personal electronics, there is an ongoing push to enhance battery performance in terms of energy density, charge speed, safety, longevity, and cost. This has led to increased use of chemistries tailored for specific applications. Lithium Iron Phosphate (LFP) batteries are gaining ground in EV and stationary energy storage due to superior safety, longer lifespan, and lower cost when compared to Nickel Manganese Cobalt (NMC) batteries. Automakers including Tesla, BYD, and Ford are deploying LFP batteries in cost-sensitive vehicle models. Meanwhile, nickel-based chemistries like NMC and Nickel Cobalt Aluminum (NCA) remain popular for long-range EVs due to their higher energy density. However, efforts to reduce cobalt use-driven by cost, ethical, and supply issues-have led to innovations like NMC 811 and NMC 532, allowing manufacturers to enhance performance while minimizing reliance on controversial materials.

Key Market Players

• Panasonic Corporation
• Samsung SDI Co., Ltd.
• LG Energy Solution Ltd.
• Contemporary Amperex Technology Co. Limited (CATL)
• BYD Company Limited
• Tesla, Inc.
• Toshiba Corporation
• A123 Systems LLC

Report Scope:

In this report, the Global Lithium-ion Battery Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Lithium-ion Battery Market, By Component:

• Cathode
• Anode
• Electrolyte
• Separator
• Others

Lithium-ion Battery Market, By Application:

• Electrical & Electronics
• Automotive
• Industrial
• Others

Lithium-ion Battery Market, By Capacity:

• 0-3,000 mAh
• 3,000-10,000 mAh
• 10,000-60,000 mAh
• 100,000 mAh & Above

Lithium-ion Battery Market, By Region:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Australia
• South America
  • Brazil
  • Colombia
  • Argentina
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • South Africa

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Lithium-ion Battery Market.

Available Customizations:

Global Lithium-ion Battery Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, and Trends

4. Voice of Customer

5. Global Lithium-ion Battery Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Component (Cathode, Anode, Electrolyte, Separator, Others)
  • 5.2.2. By Application (Electrical & Electronics, Automotive, Industrial, Others)
  • 5.2.3. By Capacity (0-3,000 mAh, 3,000- 10,000 mAh, 10,000- 60,000 mAh, 100,000 mAh & Above)
  • 5.2.4. By Region (North America, Europe, South America, Middle East & Africa, Asia Pacific)
• 5.3. By Company (2024)
• 5.4. Market Map

6. North America Lithium-ion Battery Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Component
  • 6.2.2. By Application
  • 6.2.3. By Capacity
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Lithium-ion Battery Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Component
      • 6.3.1.2.2. By Application
      • 6.3.1.2.3. By Capacity
  • 6.3.2. Canada Lithium-ion Battery Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Component
      • 6.3.2.2.2. By Application
      • 6.3.2.2.3. By Capacity
  • 6.3.3. Mexico Lithium-ion Battery Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Component
      • 6.3.3.2.2. By Application
      • 6.3.3.2.3. By Capacity

7. Europe Lithium-ion Battery Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Component
  • 7.2.2. By Application
  • 7.2.3. By Capacity
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Lithium-ion Battery Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Component
      • 7.3.1.2.2. By Application
      • 7.3.1.2.3. By Capacity
  • 7.3.2. France Lithium-ion Battery Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Component
      • 7.3.2.2.2. By Application
      • 7.3.2.2.3. By Capacity
  • 7.3.3. United Kingdom Lithium-ion Battery Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Component
      • 7.3.3.2.2. By Application
      • 7.3.3.2.3. By Capacity
  • 7.3.4. Italy Lithium-ion Battery Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Component
      • 7.3.4.2.2. By Application
      • 7.3.4.2.3. By Capacity
  • 7.3.5. Spain Lithium-ion Battery Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Component
      • 7.3.5.2.2. By Application
      • 7.3.5.2.3. By Capacity

8. Asia Pacific Lithium-ion Battery Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Component
  • 8.2.2. By Application
  • 8.2.3. By Capacity
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Lithium-ion Battery Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Component
      • 8.3.1.2.2. By Application
      • 8.3.1.2.3. By Capacity
  • 8.3.2. India Lithium-ion Battery Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Component
      • 8.3.2.2.2. By Application
      • 8.3.2.2.3. By Capacity
  • 8.3.3. Japan Lithium-ion Battery Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Component
      • 8.3.3.2.2. By Application
      • 8.3.3.2.3. By Capacity
  • 8.3.4. South Korea Lithium-ion Battery Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Component
      • 8.3.4.2.2. By Application
      • 8.3.4.2.3. By Capacity
  • 8.3.5. Australia Lithium-ion Battery Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Component
      • 8.3.5.2.2. By Application
      • 8.3.5.2.3. By Capacity

9. Middle East & Africa Lithium-ion Battery Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Component
  • 9.2.2. By Application
  • 9.2.3. By Capacity
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Lithium-ion Battery Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Component
      • 9.3.1.2.2. By Application
      • 9.3.1.2.3. By Capacity
  • 9.3.2. UAE Lithium-ion Battery Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Component
      • 9.3.2.2.2. By Application
      • 9.3.2.2.3. By Capacity
  • 9.3.3. South Africa Lithium-ion Battery Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Component
      • 9.3.3.2.2. By Application
      • 9.3.3.2.3. By Capacity

10. South America Lithium-ion Battery Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Component
  • 10.2.2. By Application
  • 10.2.3. By Capacity
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Lithium-ion Battery Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Component
      • 10.3.1.2.2. By Application
      • 10.3.1.2.3. By Capacity
  • 10.3.2. Colombia Lithium-ion Battery Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Component
      • 10.3.2.2.2. By Application
      • 10.3.2.2.3. By Capacity
  • 10.3.3. Argentina Lithium-ion Battery Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Component
      • 10.3.3.2.2. By Application
      • 10.3.3.2.3. By Capacity

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends and Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Company Profiles

• 13.1. Panasonic Corporation
  • 13.1.1. Business Overview
  • 13.1.2. Key Revenue and Financials
  • 13.1.3. Recent Developments
  • 13.1.4. Key Personnel
  • 13.1.5. Key Product/Services Offered
• 13.2. Samsung SDI Co., Ltd.
• 13.3. LG Energy Solution Ltd.
• 13.4. Contemporary Amperex Technology Co. Limited (CATL)
• 13.5. BYD Company Limited
• 13.6. Tesla, Inc.
• 13.7. Toshiba Corporation
• 13.8. A123 Systems LLC

14. Strategic Recommendations

15. About Us & Disclaimer