Electric Truck Cylindrical Battery Market - A Global and Regional Analysis: Focus on Application, Battery Type, and Region - Analysis and Forecast, 2025-2034
세계 전기 트럭용 원통형 배터리 시장은 현재 큰 전환기를 맞이하고 있으며, 이는 배터리 기술의 발전과 전기자동차(EV)의 보급 확대에 의해 주도되고 있습니다.
이러한 진화의 중심에는 에너지 밀도와 구조적 강도가 향상된 원통형 리튬 이온 배터리(특히 4680 표준)로의 전환이 있습니다. 이 배터리는 열 관리 효율성과 확장성이 뛰어나 전기 트럭과 같은 고부하 용도에 이상적입니다. 기술 혁신은 이 분야의 핵심이며, Panasonic과 같은 기업이 고용량 4680 셀의 개발을 주도하고 있습니다. 이를 통해 EV 산업에서 주행거리 연장 및 차량당 배터리 셀 수를 줄일 수 있을 것으로 기대됩니다. 또한, 나트륨 이온 배터리의 통합과 같은 배터리 화학의 발전도 진행되고 있으며, 기존 리튬 기반 배터리에 비해 비용 효율적이고 안전성이 높은 대안으로 주목받고 있습니다. 그러나 이러한 기술적 발전에도 불구하고 시장은 몇 가지 문제에 직면해 있습니다. 전기 트럭의 높은 초기 도입 비용과 충전 인프라의 부족은 보급을 가로막는 큰 장벽입니다. 또한, 공급망의 제약과 제조 능력에 대한 대규모 투자의 필요성도 업계가 직면한 과제입니다.
| 주요 시장 통계 |
| 예측 기간 |
2025-2034년 |
| 2025년 평가 |
2억 6,720만 달러 |
| 2034년 예측 |
11억 7,320만 달러 |
| CAGR |
17.87% |
세계 전기 트럭용 원통형 배터리 시장은 라이프사이클의 성장 단계에 있습니다. 이 단계는 기술 혁신, 채택 확대, 인프라 구축의 진전을 보이는 동시에 몇 가지 과제를 안고 있는 것이 특징입니다. 기술 측면에서는 큰 혁신이 진행 중입니다. 제조 업체들은 에너지 밀도와 열 관리 성능이 향상된 고용량 원통형 셀(4680 규격 등)을 개발하고 있으며, 이는 전기 트럭과 같은 고부하 용도에 적합합니다. 또한, 나트륨 이온 전지나 전고체 전지와 같은 새로운 전지 화학의 발전도 진행되고 있으며, 기존의 리튬계 전지를 대체할 수 있는 비용 효율적이고 안전성이 뛰어난 대안으로 기대되고 있습니다. 도입률도 증가하고 있으며, 차량 운영 기업들은 장기적인 비용 절감 효과와 환경적 이점을 인식하기 시작했습니다. 많은 기업들이 전기 트럭으로 전환하고 있으며, 향후 수십년동안 디젤 차량을 단계적으로 폐지할 계획인 기업도 있습니다. 그러나 전기 트럭의 높은 초기 도입 비용과 충전 인프라 부족은 여전히 큰 장벽으로 작용하고 있습니다.
세계의 전기 트럭용 원통형 배터리 시장을 조사했으며, 주요 동향, 시장 영향요인 분석, 법 및 규제 환경, 기술 및 특허 동향, 사례 분석, 시장 규모 추이 및 예측, 각종 부문별/지역별/주요 국가별 상세 분석, 경쟁 구도, 주요 기업 개요 등의 정보를 정리하여 전해드립니다.
목차
주요 요약
제1장 시장 : 업계 전망
- 동향 : 현황과 향후에 대한 영향 평가
- 이해관계자 분석
- 시장 역학 개요
- 시장 성장 촉진요인
- 시장 성장 억제요인
- 시장 기회
- 규제 및 정책 : 영향 분석
- 특허 분석
- 스타트업 상황
- 총잠재 시장
- 투자 상황과 연구개발 동향
- 향후 전망과 시장 로드맵
- 공급망 분석
- 밸류체인 분석
- 세계 가격 분석
- 업계 매력
제2장 전기 트럭용 원통형 배터리 시장 : 용도별
- 용도 세분화
- 용도 요약
- 전기 트럭용 원통형 배터리 시장(용도별)
제3장 전기 트럭용 원통형 배터리 시장 : 제품별
- 제품 세분화
- 제품 요약
- 전기 트럭용 원통형 배터리 시장(배터리 유형별)
- 18650 배터리
- 21700 배터리
- 4680 배터리
제4장 전기 트럭용 원통형 배터리 시장 : 지역별
- 전기 트럭용 원통형 배터리 시장(지역별)
- 북미
- 지역 개요
- 시장 성장 촉진요인
- 시장이 해결해야 할 과제
- 주요 기업
- 용도
- 제품
- 북미(국가별)
- 유럽
- 지역 개요
- 시장 성장 촉진요인
- 시장이 해결해야 할 과제
- 주요 기업
- 용도
- 제품
- 유럽(국가별)
- 아시아태평양
- 지역 개요
- 시장 성장 촉진요인
- 시장이 해결해야 할 과제
- 주요 기업
- 용도
- 제품
- 아시아태평양(국가별)
- 기타 지역
- 지역 개요
- 시장 성장 촉진요인
- 시장이 해결해야 할 과제
- 주요 기업
- 용도
- 제품
- 기타 지역(지역별)
제5장 시장 : 경쟁 벤치마킹과 기업 개요
- 다음 프론티어
- 지역적 평가
- 기업 개요
- CATL
- BYD
- EVE
- LG Energy Solution
- Samsung SDI
- REPT
- Great Power
- Gotion High-tech
- Tesla
- A123 Systems
- Sunwoda Electronic
- SVOLT
- Farasis Energy
- SK on
- Envision AESC
- Lishen
- Saft
- Panasonic
- 기타 주요 기업
제6장 조사 방법
LSH
Global Electric Truck Cylindrical Battery Market: Industry Overview
The global electric truck cylindrical battery market is undergoing a transformative phase, driven by advancements in battery technology and the increasing adoption of electric vehicles (EVs). Central to this evolution is the shift towards cylindrical lithium-ion batteries, notably the 4680 format, which offers enhanced energy density and structural integrity. These batteries are favored for their efficient thermal management and scalability, making them ideal for heavy-duty applications like electric trucks. Technological innovations are pivotal in this sector. Companies like Panasonic are leading the way with the development of high-capacity 4680 cells, which are set to revolutionize the EV industry by providing longer ranges and reducing the number of cells required per vehicle. Additionally, advancements in battery chemistries, such as the integration of sodium-ion batteries, are being explored to offer cost-effective and safer alternatives to traditional lithium-based batteries. Despite these technological strides, the market faces challenges. The high initial costs of electric trucks and the limited charging infrastructure are significant barriers to widespread adoption. Moreover, the industry is grappling with supply chain constraints and the need for substantial investments in manufacturing capabilities. In summary, while the electric truck cylindrical battery market is poised for growth, its success hinges on continued technological innovation, strategic investments in infrastructure, and supportive policies to facilitate the transition to sustainable transportation solutions.
Market Lifecycle Stage
| KEY MARKET STATISTICS |
|---|
| Forecast Period | 2025 - 2034 |
| 2025 Evaluation | $267.2 Million |
| 2034 Forecast | $1,173.2 Million |
| CAGR | 17.87% |
The global electric truck cylindrical battery market is in the growth stage of its lifecycle. This phase is characterized by technological advancements, increasing adoption, and expanding infrastructure, albeit with certain challenges. Technologically, the market is witnessing significant innovations. Manufacturers are developing high-capacity cylindrical cells, such as the 4680 format, which offer improved energy density and thermal management, making them suitable for heavy-duty applications like electric trucks. Additionally, advancements in battery chemistries, including sodium-ion and solid-state batteries, are being explored to provide cost-effective and safer alternatives to traditional lithium-based batteries. Adoption rates are rising as fleet operators recognize the long-term cost benefits and environmental advantages of electric trucks. Companies are transitioning towards electric models, with plans to phase out diesel-powered trucks in the coming decades. However, challenges persist. The high initial cost of electric trucks and the limited charging infrastructure remain significant barriers.
Electric Truck Cylindrical Battery Market Segmentation:
Segmentation 1: by Application
The BEVs is one of the prominent application segments in the global electric truck cylindrical battery market.
Segmentation 2: by Battery Type
- 18650 Battery
- 21700 Battery
- 4680 Battery
The global electric truck cylindrical battery market is estimated to be led by the 18650 battery segment in terms of battery type.
Segmentation 3: by Region
- North America - U.S., Canada, and Mexico
- Europe - Germany, France, Italy, Spain, U.K., and Rest-of-Europe
- Asia-Pacific - China, Japan, South Korea, India, and Rest-of-Asia-Pacific
- Rest-of-the-World - South America and Middle East and Africa
In the electric truck cylindrical battery market, Asia-Pacific is anticipated to gain traction in terms of electric truck cylindrical battery production, owing to the continuous growth in the adoption of electric vehicles and the presence of key manufacturers in the regions.
Demand - Drivers and Limitations
The following are the demand drivers for the global electric truck cylindrical battery market:
- Growing Advancements in Battery Technology and Efficiency
- Growing Government Policies and Environmental Regulations
The global electric truck cylindrical battery market is expected to face some limitations as well due to the following challenges:
- High Initial Costs of Electric Trucks and Battery Systems
- Limited Charging Infrastructure for Heavy-Duty Electric Vehicles
Key Market Players and Competition Synopsis
The companies that are profiled have been selected based on thorough secondary research, which includes analyzing company coverage, product portfolio, market penetration, and insights gathered from primary experts.
Some of the prominent established names in this market are:
- CATL
- BYD
- EVE
- LG Energy Solution
- Samsung SDI
- REPT
- Great Power
- Gotion High-tech
- Tesla
- A123 Systems
- Sunwoda Electronic
- SVOLT
- Farasis Energy
- SK on
- Envision AESC
- Lishen
- Saft
- Panasonic
Companies that are not a part of the previously mentioned pool have been well represented across different sections of the report (wherever applicable).
Table of Contents
Executive Summary
Scope and Definition
Market/Product Definition
Key Questions Answered
Analysis and Forecast Note
1. Markets: Industry Outlook
- 1.1 Trends: Current and Future Impact Assessment
- 1.2 Stakeholder Analysis
- 1.2.1 Use Case
- 1.2.2 End User and Buying Criteria
- 1.3 Market Dynamics Overview
- 1.3.1 Market Drivers
- 1.3.2 Market Restraints
- 1.3.3 Market Opportunities
- 1.4 Regulatory & Policy Impact Analysis
- 1.5 Patent Analysis
- 1.6 Start-Up Landscape
- 1.7 Total Addressable Market
- 1.8 Investment Landscape and R&D Trends
- 1.9 Future Outlook and Market Roadmap
- 1.10 Supply Chain Analysis
- 1.11 Value Chain Analysis
- 1.12 Global Pricing Analysis
- 1.13 Industry Attractiveness
2. Electric Truck Cylindrical Battery Market (by Application)
- 2.1 Application Segmentation
- 2.2 Application Summary
- 2.3 Electric Truck Cylindrical Battery Market (by Application)
- 2.3.1 BEVs
- 2.3.2 HEVs
- 2.3.3 PHEV
- 2.3.4 Others
3. Electric Truck Cylindrical Battery Market (by Product)
- 3.1 Product Segmentation
- 3.2 Product Summary
- 3.3 Electric Truck Cylindrical Battery Market (by Battery Type)
- 3.3.1 18650 Battery
- 3.3.2 21700 Battery
- 3.3.3 4680 Battery
4. Electric Truck Cylindrical Battery Market (by Region)
- 4.1 Electric Truck Cylindrical Battery Market (by Region)
- 4.2 North America
- 4.2.1 Regional Overview
- 4.2.2 Driving Factors for Market Growth
- 4.2.3 Factors Challenging the Market
- 4.2.4 Key Companies
- 4.2.5 Application
- 4.2.6 Product
- 4.2.7 North America (by Country)
- 4.2.7.1 U.S.
- 4.2.7.1.1 Market by Application
- 4.2.7.1.2 Market by Product
- 4.2.7.2 Canada
- 4.2.7.2.1 Market by Application
- 4.2.7.2.2 Market by Product
- 4.2.7.3 Mexico
- 4.2.7.3.1 Market by Application
- 4.2.7.3.2 Market by Product
- 4.3 Europe
- 4.3.1 Regional Overview
- 4.3.2 Driving Factors for Market Growth
- 4.3.3 Factors Challenging the Market
- 4.3.4 Key Companies
- 4.3.5 Application
- 4.3.6 Product
- 4.3.7 Europe (by Country)
- 4.3.7.1 Germany
- 4.3.7.1.1 Market by Application
- 4.3.7.1.2 Market by Product
- 4.3.7.2 France
- 4.3.7.2.1 Market by Application
- 4.3.7.2.2 Market by Product
- 4.3.7.3 Italy
- 4.3.7.3.1 Market by Application
- 4.3.7.3.2 Market by Product
- 4.3.7.4 Spain
- 4.3.7.4.1 Market by Application
- 4.3.7.4.2 Market by Product
- 4.3.7.5 U.K.
- 4.3.7.5.1 Market by Application
- 4.3.7.5.2 Market by Product
- 4.3.7.6 Rest-of-Europe
- 4.3.7.6.1 Market by Application
- 4.3.7.6.2 Market by Product
- 4.4 Asia-Pacific
- 4.4.1 Regional Overview
- 4.4.2 Driving Factors for Market Growth
- 4.4.3 Factors Challenging the Market
- 4.4.4 Key Companies
- 4.4.5 Application
- 4.4.6 Product
- 4.4.7 Asia-Pacific (by Country)
- 4.4.7.1 China
- 4.4.7.1.1 Market by Application
- 4.4.7.1.2 Market by Product
- 4.4.7.2 Japan
- 4.4.7.2.1 Market by Application
- 4.4.7.2.2 Market by Product
- 4.4.7.3 India
- 4.4.7.3.1 Market by Application
- 4.4.7.3.2 Market by Product
- 4.4.7.4 South Korea
- 4.4.7.4.1 Market by Application
- 4.4.7.4.2 Market by Product
- 4.4.7.5 Rest-of-Asia-Pacific
- 4.4.7.5.1 Market by Application
- 4.4.7.5.2 Market by Product
- 4.5 Rest-of-the-World
- 4.5.1 Regional Overview
- 4.5.2 Driving Factors for Market Growth
- 4.5.3 Factors Challenging the Market
- 4.5.4 Key Companies
- 4.5.5 Application
- 4.5.6 Product
- 4.5.7 Rest-of-the-World (by Region)
- 4.5.7.1 South America
- 4.5.7.1.1 Market by Application
- 4.5.7.1.2 Market by Product
- 4.5.7.2 Middle East and Africa
- 4.5.7.2.1 Market by Application
- 4.5.7.2.2 Market by Product
5. Markets - Competitive Benchmarking & Company Profiles
- 5.1 Next Frontiers
- 5.2 Geographic Assessment
- 5.3 Company Profiles
- 5.3.1 CATL
- 5.3.1.1 Overview
- 5.3.1.2 Top Products/Product Portfolio
- 5.3.1.3 Top Competitors
- 5.3.1.4 Target Customers
- 5.3.1.5 Key Personnel
- 5.3.1.6 Analyst View
- 5.3.1.7 Market Share
- 5.3.2 BYD
- 5.3.2.1 Overview
- 5.3.2.2 Top Products/Product Portfolio
- 5.3.2.3 Top Competitors
- 5.3.2.4 Target Customers
- 5.3.2.5 Key Personnel
- 5.3.2.6 Analyst View
- 5.3.2.7 Market Share
- 5.3.3 EVE
- 5.3.3.1 Overview
- 5.3.3.2 Top Products/Product Portfolio
- 5.3.3.3 Top Competitors
- 5.3.3.4 Target Customers
- 5.3.3.5 Key Personnel
- 5.3.3.6 Analyst View
- 5.3.3.7 Market Share
- 5.3.4 LG Energy Solution
- 5.3.4.1 Overview
- 5.3.4.2 Top Products/Product Portfolio
- 5.3.4.3 Top Competitors
- 5.3.4.4 Target Customers
- 5.3.4.5 Key Personnel
- 5.3.4.6 Analyst View
- 5.3.4.7 Market Share
- 5.3.5 Samsung SDI
- 5.3.5.1 Overview
- 5.3.5.2 Top Products/Product Portfolio
- 5.3.5.3 Top Competitors
- 5.3.5.4 Target Customers
- 5.3.5.5 Key Personnel
- 5.3.5.6 Analyst View
- 5.3.5.7 Market Share
- 5.3.6 REPT
- 5.3.6.1 Overview
- 5.3.6.2 Top Products/Product Portfolio
- 5.3.6.3 Top Competitors
- 5.3.6.4 Target Customers
- 5.3.6.5 Key Personnel
- 5.3.6.6 Analyst View
- 5.3.6.7 Market Share
- 5.3.7 Great Power
- 5.3.7.1 Overview
- 5.3.7.2 Top Products/Product Portfolio
- 5.3.7.3 Top Competitors
- 5.3.7.4 Target Customers
- 5.3.7.5 Key Personnel
- 5.3.7.6 Analyst View
- 5.3.7.7 Market Share
- 5.3.8 Gotion High-tech
- 5.3.8.1 Overview
- 5.3.8.2 Top Products/Product Portfolio
- 5.3.8.3 Top Competitors
- 5.3.8.4 Target Customers
- 5.3.8.5 Key Personnel
- 5.3.8.6 Analyst View
- 5.3.8.7 Market Share
- 5.3.9 Tesla
- 5.3.9.1 Overview
- 5.3.9.2 Top Products/Product Portfolio
- 5.3.9.3 Top Competitors
- 5.3.9.4 Target Customers
- 5.3.9.5 Key Personnel
- 5.3.9.6 Analyst View
- 5.3.9.7 Market Share
- 5.3.10 A123 Systems
- 5.3.10.1 Overview
- 5.3.10.2 Top Products/Product Portfolio
- 5.3.10.3 Top Competitors
- 5.3.10.4 Target Customers
- 5.3.10.5 Key Personnel
- 5.3.10.6 Analyst View
- 5.3.10.7 Market Share
- 5.3.11 Sunwoda Electronic
- 5.3.11.1 Overview
- 5.3.11.2 Top Products/Product Portfolio
- 5.3.11.3 Top Competitors
- 5.3.11.4 Target Customers
- 5.3.11.5 Key Personnel
- 5.3.11.6 Analyst View
- 5.3.11.7 Market Share
- 5.3.12 SVOLT
- 5.3.12.1 Overview
- 5.3.12.2 Top Products/Product Portfolio
- 5.3.12.3 Top Competitors
- 5.3.12.4 Target Customers
- 5.3.12.5 Key Personnel
- 5.3.12.6 Analyst View
- 5.3.12.7 Market Share
- 5.3.13 Farasis Energy
- 5.3.13.1 Overview
- 5.3.13.2 Top Products/Product Portfolio
- 5.3.13.3 Top Competitors
- 5.3.13.4 Target Customers
- 5.3.13.5 Key Personnel
- 5.3.13.6 Analyst View
- 5.3.13.7 Market Share
- 5.3.14 SK on
- 5.3.14.1 Overview
- 5.3.14.2 Top Products/Product Portfolio
- 5.3.14.3 Top Competitors
- 5.3.14.4 Target Customers
- 5.3.14.5 Key Personnel
- 5.3.14.6 Analyst View
- 5.3.14.7 Market Share
- 5.3.15 Envision AESC
- 5.3.15.1 Overview
- 5.3.15.2 Top Products/Product Portfolio
- 5.3.15.3 Top Competitors
- 5.3.15.4 Target Customers
- 5.3.15.5 Key Personnel
- 5.3.15.6 Analyst View
- 5.3.15.7 Market Share
- 5.3.16 Lishen
- 5.3.16.1 Overview
- 5.3.16.2 Top Products/Product Portfolio
- 5.3.16.3 Top Competitors
- 5.3.16.4 Target Customers
- 5.3.16.5 Key Personnel
- 5.3.16.6 Analyst View
- 5.3.16.7 Market Share
- 5.3.17 Saft
- 5.3.17.1 Overview
- 5.3.17.2 Top Products/Product Portfolio
- 5.3.17.3 Top Competitors
- 5.3.17.4 Target Customers
- 5.3.17.5 Key Personnel
- 5.3.17.6 Analyst View
- 5.3.17.7 Market Share
- 5.3.18 Panasonic
- 5.3.18.1 Overview
- 5.3.18.2 Top Products/Product Portfolio
- 5.3.18.3 Top Competitors
- 5.3.18.4 Target Customers
- 5.3.18.5 Key Personnel
- 5.3.18.6 Analyst View
- 5.3.18.7 Market Share
- 5.4 Other Key Companies
6. Research Methodology
