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市场调查报告书
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1965336

电动车电池系统市场－全球产业规模、份额、趋势、机会、预测：按电池类型、车辆类型、地区和竞争格局划分，2021-2031年

Battery Systems for Electric Vehicles Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Battery Type, By Vehicle Type, By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 186 Pages | 商品交期: 2-3个工作天内

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简介目录

全球电动车电池系统市场预计将从 2025 年的 389 亿美元成长到 2031 年的 808.2 亿美元，复合年增长率为 12.96%。

这些电池系统作为储能单元，整合了电池单体、温度控管机制和电子控制系统，对车辆的推进和安全至关重要。推动这一市场发展的主要因素是日益严格的全球排放气体法规以及政府主导的旨在逐步淘汰内燃机的财政奖励。此外，电池组製造成本的持续下降以及对更长续航里程的迫切需求，也持续推动汽车产业对这些系统的需求。

市场概览
预测期 2027-2031
市场规模：2025年 389亿美元
市场规模：2031年 808.2亿美元
复合年增长率：2026-2031年 12.96%
成长最快的细分市场 商用车辆
最大的市场 北美洲

为反映此需求激增，国际能源总署（IEA）在2024年的报告中指出，2023年电动车电池的需求量超过750吉瓦时，年增40%。儘管如此，市场仍面临原材料供应链安全的重大挑战，尤其是锂和钴等关键矿物的短缺和价格波动。这些供应方面的限制因素可能导致生产计划中断，并延迟实现对市场扩张至关重要的成本平衡目标。

市场驱动因素

电池製造成本的下降是推动市场发展的根本动力，这大规模得益于规模经济效应和正极材料技术的进步。随着超级工厂产能的扩张，製造商实现了单位成本的大幅降低，从而直接降低了电动车的初始价格。这一成本趋势对于实现与内燃机汽车的价格竞争力至关重要，进而消除了电动车大规模普及的主要障碍。此外，电池能量密度的持续提升使得电池组体积更小、效率更高，同时又不影响车辆续航里程，从而增强了电动车对消费者的价值提案。根据美国能源局2024年1月发布的“每週事实1326”，估计费用将降至每千瓦时139美元。这一趋势使得中产阶级能够负担得起电动出行，并推动了市场渗透率的提高。

同时，全球消费者对零排放出行方式日益增长的需求正推动电池系统采购和研发的快速扩张。不断丰富且极具吸引力的车型阵容以及社会向永续交通解决方案的转变，都进一步激发了人们对电动车的浓厚兴趣。汽车製造商正积极响应强劲的电动车需求，大力提升电气化目标并确保供应链安全。正如国际能源总署（IEA）在2024年4月发布的《2024年全球电动车展望》中所指出的，2023年全球电动车销量接近1,400万辆，占市场总量的18%。欧洲汽车製造商协会（ACEA）在2024年的报告中也反映了主要地区的成长，报告显示，欧盟（EU）上一年新增电池式电动车註册量达到150万辆，巩固了该地区作为重要需求中心的地位。

市场挑战

原料供应链的不稳定性对电池系统产业的成长构成重大阻碍。对锂、钴等稀有矿物的依赖使製造商面临价格波动风险，并使长期财务规划和生产计划变得复杂。投入成本的意外上涨阻碍了该产业实现与内燃机竞争所需的成本平衡。因此，这些供应方面的限制因素会减缓电池组的生产速度，直接减少可供汽车市场使用的电池数量。

资源的高度地域集中进一步加剧了这种脆弱性。供应链多样性的不足意味着区域性供应中断可能产生全球性影响。根据国际能源总署（IEA）2024年的数据，三大生产国占据了全球关键电池矿物加工量的70%以上。这种供应链集中化限制了电池製造商在短缺时期从其他地区采购原材料的柔软性，并阻碍了市场扩张所需的能源储存系统係统稳定供应。

市场趋势

正极材料市场正经历着一场结构性的关键变革，传统上，镍基材料一直占据主导地位。如今，锂铁磷酸盐（LFP）电池凭藉其卓越的热稳定性、长寿命以及无需使用昂贵且易挥发的钴等优势，正成为市场主流。这显着降低了供应链风险。电池封装效率的提升使得这些铁基系统能够为标准续航里程的电动车提供具有竞争力的续航里程，从而加速了主要汽车製造商（OEM）的采用，这些製造商更注重利润而非纯粹的性能。根据国际能源总署（IEA）于2024年4月发布的《2024年全球电动车展望》，到2023年，磷酸锂铁电池将占电动车电池需求容量的约40%，这一增幅远超其他化学类型。

同时，业界正加速推进固态电池技术的商业化，以克服传统液态电解质系统能量密度受限的现况。透过以固体电解质取代液态组分，旨在消除易燃风险，提高安全性，同时实现更高的电压和更快的充电速度。这项技术创新正从研发阶段迈向量产前阶段，最终走向实用化。目前，各大厂商正在兴建中试生产线，以检验规模化生产的可行性。例如，在2024年3月举行的「InterBattery 2024」展会新闻稿中，三星SDI确认已製定蓝图，计划于2027年开始量产能量密度为900瓦时/公升的全固态电池。

目录

第一章概述

第二章：调查方法

第三章执行摘要

第四章：客户心声

第五章：全球电动车电池系统市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 电池类型（锂离子电池、镍氢电池、铅酸电池、其他类型）
    • 车辆类型（乘用车、商用车）
    • 按地区
    • 按公司（2025 年）
  • 市场地图

第六章：北美电动车电池系统市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲：国别分析
    • 我们
    • 加拿大
    • 墨西哥

第七章：欧洲电动车电池系统市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲：国别分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

第八章：亚太地区电动车电池系统市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区：国别分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

第九章：中东与非洲电动车电池系统市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东与非洲：国别分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章：南美洲电动车电池系统市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲：国别分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 促进因素
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 近期趋势

第十三章 全球电动车电池系统市场：SWOT分析

第十四章：波特五力分析

  • 产业竞争
  • 新进入者的潜力
  • 供应商的议价能力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • A123 Systems LLC
  • Altairnano
  • TRU Group Inc
  • Hitachi, Ltd.
  • Johnson Controls International PLC
  • LG Chem, Ltd.
  • NEC Corporation
  • Panasonic Corporation
  • Toshiba Corporation
  • Samsung SDI Co Ltd

第十六章 策略建议

第十七章：关于研究公司及免责声明

简介目录
Product Code: 24710

The Global Battery Systems for Electric Vehicles Market is projected to expand from USD 38.90 Billion in 2025 to USD 80.82 Billion by 2031, reflecting a Compound Annual Growth Rate (CAGR) of 12.96%. These battery systems function as integrated energy storage units that include battery cells, thermal regulation mechanisms, and electronic management systems necessary for vehicle propulsion and safety. The market is primarily driven by strict global emissions standards and government-led financial incentives designed to phase out internal combustion engines. Additionally, the sustained decline in battery pack manufacturing costs and the critical need for extended vehicle driving ranges continue to bolster demand for these systems within the automotive sector.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 38.90 Billion
Market Size 2031USD 80.82 Billion
CAGR 2026-203112.96%
Fastest Growing SegmentCommercial Vehicles
Largest MarketNorth America

Highlighting this demand, the International Energy Agency reported in 2024 that the requirement for electric vehicle batteries exceeded 750 gigawatt-hours in 2023, marking a 40 percent annual increase. Despite this growth, the market faces a significant obstacle regarding the security of the raw material supply chain, particularly the scarcity and price volatility of critical minerals such as lithium and cobalt. These supply-side constraints threaten to disrupt production schedules and delay the cost parity targets that are essential for broader market expansion.

Market Driver

Declining battery manufacturing costs act as a fundamental driver for the market, facilitated by massive economies of scale and technological advancements in cathode chemistries. As gigafactories increase production capacity, manufacturers achieve substantial per-unit savings, which directly lowers the upfront price of electric vehicles. This cost trend is crucial for reaching price parity with internal combustion engines, thereby eliminating a major barrier to mass adoption. Furthermore, continuous improvements in cell energy density enable smaller, more efficient packs without compromising vehicle range, enhancing the value proposition for consumers. According to the U.S. Department of Energy's 'Fact of the Week 1326' released in January 2024, the estimated cost of an electric vehicle lithium-ion battery pack fell to $139 per kilowatt-hour in 2023, dynamics that stimulate broader market penetration by making electric mobility financially viable for middle-income demographics.

Simultaneously, surging global consumer demand for zero-emission mobility is forcing a rapid expansion in battery system procurement and development. This heightened interest is fueled by a growing array of attractive vehicle models and a societal shift toward sustainable transportation solutions. Automotive OEMs are responding by aggressively increasing their electrification targets and securing supply chains to satisfy this robust appetite for EVs. As noted by the International Energy Agency in the 'Global EV Outlook 2024' published in April 2024, global sales of electric cars neared 14 million in 2023, capturing 18% of the total market. Reflecting this growth in major regional hubs, the European Automobile Manufacturers' Association reported in 2024 that new registrations of battery electric vehicles in the European Union reached 1.5 million units during the previous year, solidifying the region's position as a critical demand center.

Market Challenge

The instability surrounding the security of the raw material supply chain creates a formidable obstacle to the growth of the battery systems sector. Reliance on scarce minerals such as lithium and cobalt exposes manufacturers to price volatility, which complicates long-term financial planning and production scheduling. When input costs rise unexpectedly, it hinders the industry's ability to achieve the cost parity necessary to compete with internal combustion engines. Consequently, these supply-side constraints can delay the manufacturing of battery packs, directly reducing the volume of units available to meet automotive demand.

This vulnerability is further intensified by the high geographical concentration of these resources. Limited diversity in the supply base means that local interruptions can have global repercussions. According to the International Energy Agency in 2024, the top three producing countries accounted for over 70 percent of the global processing volume for key battery minerals. This centralization of the supply chain restricts the flexibility of battery producers to source materials elsewhere during shortages, thereby hampering the consistent delivery of energy storage systems required for market expansion.

Market Trends

The market is witnessing a decisive structural shift toward Lithium Iron Phosphate (LFP) chemistries, fundamentally altering a cathode landscape previously dominated by nickel-based alternatives. This transition is driven by the superior thermal stability and longevity of LFP cells, along with their freedom from expensive and volatile cobalt, which significantly mitigates supply chain risks. Advancements in cell packaging efficiency have enabled these iron-based systems to offer competitive ranges for standard-range vehicles, accelerating their uptake among major automotive original equipment manufacturers prioritizing margin improvement over raw performance. According to the International Energy Agency's 'Global EV Outlook 2024' released in April 2024, lithium iron phosphate chemistries accounted for nearly 40 percent of electric vehicle battery demand by capacity in 2023, marking a substantial increase that significantly outpaces other chemistries.

Concurrently, the industry is accelerating the commercialization of solid-state battery technology to overcome the energy density limitations of conventional liquid electrolyte systems. By replacing the liquid component with a solid electrolyte, manufacturers aim to improve safety profiles by eliminating flammability risks while simultaneously enabling higher voltages and faster charging capabilities. This technological evolution is transitioning from research and development into operational pre-production phases as established players set up pilot lines to validate manufacturing scalability. For instance, Samsung SDI confirmed in a March 2024 press release regarding 'InterBattery 2024' that the company has a roadmap to commence mass production of all-solid-state batteries with a targeted energy density of 900 watt-hours per liter by 2027.

Key Market Players

  • A123 Systems LLC
  • Altairnano
  • TRU Group Inc
  • Hitachi, Ltd.
  • Johnson Controls International PLC
  • LG Chem, Ltd.
  • NEC Corporation
  • Panasonic Corporation
  • Toshiba Corporation
  • Samsung SDI Co Ltd

Report Scope

In this report, the Global Battery Systems for Electric Vehicles Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Battery Systems for Electric Vehicles Market, By Battery Type

  • Lithium-Ion
  • Nickel-Metal Hydride Batteries
  • Lead-Acid Batteries
  • Other Types

Battery Systems for Electric Vehicles Market, By Vehicle Type

  • Passenger Cars
  • Commercial Vehicle

Battery Systems for Electric Vehicles Market, By Region

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

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Battery Systems for Electric Vehicles Market.

Available Customizations:

Global Battery Systems for Electric Vehicles 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, Trends

4. Voice of Customer

5. Global Battery Systems for Electric Vehicles Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Battery Type (Lithium-Ion, Nickel-Metal Hydride Batteries, Lead-Acid Batteries, Other Types)
    • 5.2.2. By Vehicle Type (Passenger Cars, Commercial Vehicle)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Battery Systems for Electric Vehicles Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Battery Type
    • 6.2.2. By Vehicle Type
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Battery Systems for Electric Vehicles 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 Battery Type
        • 6.3.1.2.2. By Vehicle Type
    • 6.3.2. Canada Battery Systems for Electric Vehicles 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 Battery Type
        • 6.3.2.2.2. By Vehicle Type
    • 6.3.3. Mexico Battery Systems for Electric Vehicles 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 Battery Type
        • 6.3.3.2.2. By Vehicle Type

7. Europe Battery Systems for Electric Vehicles Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Battery Type
    • 7.2.2. By Vehicle Type
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Battery Systems for Electric Vehicles 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 Battery Type
        • 7.3.1.2.2. By Vehicle Type
    • 7.3.2. France Battery Systems for Electric Vehicles 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 Battery Type
        • 7.3.2.2.2. By Vehicle Type
    • 7.3.3. United Kingdom Battery Systems for Electric Vehicles 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 Battery Type
        • 7.3.3.2.2. By Vehicle Type
    • 7.3.4. Italy Battery Systems for Electric Vehicles 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 Battery Type
        • 7.3.4.2.2. By Vehicle Type
    • 7.3.5. Spain Battery Systems for Electric Vehicles 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 Battery Type
        • 7.3.5.2.2. By Vehicle Type

8. Asia Pacific Battery Systems for Electric Vehicles Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Battery Type
    • 8.2.2. By Vehicle Type
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Battery Systems for Electric Vehicles 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 Battery Type
        • 8.3.1.2.2. By Vehicle Type
    • 8.3.2. India Battery Systems for Electric Vehicles 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 Battery Type
        • 8.3.2.2.2. By Vehicle Type
    • 8.3.3. Japan Battery Systems for Electric Vehicles 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 Battery Type
        • 8.3.3.2.2. By Vehicle Type
    • 8.3.4. South Korea Battery Systems for Electric Vehicles 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 Battery Type
        • 8.3.4.2.2. By Vehicle Type
    • 8.3.5. Australia Battery Systems for Electric Vehicles 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 Battery Type
        • 8.3.5.2.2. By Vehicle Type

9. Middle East & Africa Battery Systems for Electric Vehicles Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Battery Type
    • 9.2.2. By Vehicle Type
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Battery Systems for Electric Vehicles 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 Battery Type
        • 9.3.1.2.2. By Vehicle Type
    • 9.3.2. UAE Battery Systems for Electric Vehicles 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 Battery Type
        • 9.3.2.2.2. By Vehicle Type
    • 9.3.3. South Africa Battery Systems for Electric Vehicles 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 Battery Type
        • 9.3.3.2.2. By Vehicle Type

10. South America Battery Systems for Electric Vehicles Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Battery Type
    • 10.2.2. By Vehicle Type
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Battery Systems for Electric Vehicles 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 Battery Type
        • 10.3.1.2.2. By Vehicle Type
    • 10.3.2. Colombia Battery Systems for Electric Vehicles 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 Battery Type
        • 10.3.2.2.2. By Vehicle Type
    • 10.3.3. Argentina Battery Systems for Electric Vehicles 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 Battery Type
        • 10.3.3.2.2. By Vehicle Type

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

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

13. Global Battery Systems for Electric Vehicles Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. A123 Systems LLC
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Altairnano
  • 15.3. TRU Group Inc
  • 15.4. Hitachi, Ltd.
  • 15.5. Johnson Controls International PLC
  • 15.6. LG Chem, Ltd.
  • 15.7. NEC Corporation
  • 15.8. Panasonic Corporation
  • 15.9. Toshiba Corporation
  • 15.10. Samsung SDI Co Ltd

16. Strategic Recommendations

17. About Us & Disclaimer