세계의 EV 배터리 시장 : 배터리 종류별, 재료별, 배터리 형태별, 추진력별, 차량 유형별, 배터리 용량별, 방식별, 리튬이온 배터리 구성요소별, 지역별 - 예측(-2035년)
EV Battery Market by Battery Type (Li-ion, NiMH, SSB), Vehicle Type (PC, Vans/Light Truck, MHCV, Bus & OHV), Propulsion, Battery Form, Material Type, Battery Capacity, Method, Li-ion Battery Component, and Region - Global Forecast to 2035
세계 EV 배터리 시장 규모는 2024년 919억 3,000만 달러, 2035년 2,513억 3,000만 달러에 달할 것으로 예상되며, 2024년부터 2035년까지 연평균 9.6%의 CAGR을 기록할 것으로 예상됩니다.
| 조사 범위 |
| 조사 대상 연도 |
2019-2035년 |
| 기준 연도 |
2024년 |
| 예측 기간 |
2025-2035년 |
| 대상 대수 |
수량(대) 및 금액(100만 달러) |
| 부문 |
배터리 유형별, 소재 유형별, 배터리 형태별, 추진력별, 차량 유형별, 배터리 용량별, 방식별, 리튬이온 배터리 구성요소별, 지역별 |
| 대상 지역 |
아시아태평양, 유럽, 북미 |
전기자동차 배터리 시장은 전기자동차 보급 확대, 배터리 기술 발전, 정부 지원 정책에 힘입어 빠르게 성장하고 있습니다. 주행거리가 길고 충전 속도가 빠른 배터리에 대한 수요 증가는 2024년까지 1회 충전으로 최대 620마일(약 820km)을 주행할 수 있는 고체 배터리를 생산하겠다는 혼다의 계획과 같은 기술 혁신에 박차를 가하고 있습니다. 또한, 2024년 12월에 발표된 Stellantis와 CATL의 스페인 인산철리튬 배터리 공장에 대한 42억 달러 규모의 투자처럼 파트너십과 투자가 사업 확장에 박차를 가하고 있으며, OEM이 새로운 전기자동차 모델을 출시하고, 배터리 제조업체가 생산 규모를 확대하면서 전기자동차 배터리 시장은 크게 확대될 것으로 예상됩니다.
솔리드 스테이트 배터리는 에너지 밀도, 안전성, 충전 효율에 혁명을 일으킬 수 있기 때문에 EV 배터리 시장에서 큰 성장을 보일 것으로 예상됩니다. 이 배터리는 기존 리튬이온 배터리의 액체 전해질을 고체 전해질로 대체하여 열 안정성을 높이고, 화재 위험을 줄이며, 수명을 연장할 수 있습니다. 에너지 밀도가 높기 때문에 EV의 항속거리를 크게 늘리는 동시에 충전 시간도 단축할 수 있어 EV의 보급에 큰 변화를 가져올 것입니다. 최근 동향은 그 추진력을 뒷받침하는 것으로, 2024년 12월 혼다는 1회 충전으로 최대 620마일(1,000km)을 주행할 수 있는 EV용 고체 배터리를 생산할 계획을 발표했습니다. 마찬가지로 2024년 9월, 팩토리얼은 메르세데스-벤츠와 함께 새로운 디자인의 건식 양극을 채택한 전고체 배터리 '솔스티스(Solstice)'를 개발했습니다. 이 혁신은 최대 450Wh/kg의 에너지 밀도와 보다 효율적이고 지속가능한 생산 공정을 약속하며, 고체 배터리 기술의 큰 도약을 보여줍니다. 주요 자동차 및 배터리 업체들이 조사개발 노력을 강화하고 정부가 배터리 기술 발전에 대한 인센티브를 제공함에 따라, 고체 배터리는 주행거리 불안, 안전 문제, 충전 인프라의 한계 등 주요 문제를 해결하고 EV 시장의 미래를 형성하는 데 있어 매우 중요한 역할을 할 준비가 되어 있습니다.
승용차는 소비자 수요 급증, 정부 지원 정책, 다양한 EV 모델 증가로 인해 조사 기간 동안 EV 배터리 시장에서 가장 큰 시장 점유율을 차지하며 EV 배터리 시장을 독식할 것으로 예상됩니다. 세계 각국 정부는 자동차 배출가스에 대한 엄격한 규제를 시행하고 있으며, 전기자동차 도입을 촉진하기 위해 보조금을 지급하여 승용차 판매를 촉진하고 있습니다. 또한, 에너지 밀도 향상, 충전 속도 향상, 저비용화 등 전기자동차 배터리 기술의 발전으로 전기 승용차가 대중에게 더욱 친숙하게 다가오고 있습니다. 주요 자동차 제조업체들은 이러한 전환을 준비하고 있으며, 향후 몇 년 내에 여러 승용차 EV 모델을 출시할 예정입니다. 예를 들어, 르노가 2026년 출시 예정인 르노 5 E-Tech는 AESC에서 조달한 첨단 리튬이온 배터리를 탑재할 예정입니다. 마찬가지로, 메르세데스-벤츠는 2025년에 SK이노베이션의 자회사인 SK ON의 고성능 NMC 배터리를 탑재한 EQA 300 4MATIC을 출시할 계획입니다. 이러한 차량들은 첨단 전기자동차 배터리에 대한 수요 증가를 부각시키며 배터리 산업의 기술 혁신과 생산 성장을 촉진하고 있으며, LFP에서 NMC 및 NCA로의 전환과 같은 배터리 화학의 발전은 에너지 밀도와 주행거리를 증가시켜 시장 확대에 박차를 가하고 있습니다. 배터리 제조업체의 협업은 고성능 배터리 개발을 가속화하고 있습니다. 예를 들어, LG 에너지 솔루션은 2024년 11월에 Rivian의 R2에 원통형 리튬이온 배터리 4695개를 공급하는 5년 계약을 체결했습니다.
세계의 EV 배터리 시장에 대해 조사했으며, 배터리 종류별, 재료별, 배터리 형태별, 추진력별, 차량 종류별, 배터리 용량별, 방식별, 리튬이온 배터리 구성요소별, 지역별 동향, 시장 진출 기업 프로파일 등의 정보를 정리하여 전해드립니다.
목차
제1장 소개
제2장 조사 방법
제3장 주요 요약
제4장 주요 인사이트
제5장 시장 개요
- 소개
- 시장 역학
- 고객 비즈니스에 영향을 미치는 동향과 혼란
- NEVS의 급속한 개발이 EV 배터리 시장 성장을 견인
- 리튬이온 배터리 가격과 비용 분석
- 가격 분석
- EV 배터리 시장에 대한 AI의 영향
- 생태계 분석
- 밸류체인 분석
- 사례 연구 분석
- 투자와 자금 조달 시나리오
- 특허 분석
- 기술 분석
- HS 코드 : 리튬 셀 및 배터리
- 규제 상황
- 2025-2026년의 주요 회의와 이벤트
- 주요 이해관계자와 구입 기준
- OEM 분석
- 공급업체 분석
제6장 EV 배터리 시장(배터리 유형별)
- 소개
- 리튬이온
- 니켈 수소
- 솔리드 스테이트
- 기타
- 주요 인사이트
제7장 EV 배터리 시장(재료 유형별)
- 소개
- 코발트
- 리튬
- 천연 흑연
- 망간
- 철
- 인산
- 니켈
- 기타
- 주요 인사이트
제8장 EV 배터리 시장(배터리 형태별)
제9장 EV 배터리 시장(추진력별)
- 소개
- 전기자동차
- PHEV
- 연료전지자동차
- 하이브리드
- 주요 인사이트
제10장 EV 배터리 시장(차종별)
- 소개
- 승용차
- 밴·소형 트럭
- 중대형 트럭
- 버스
- 오프로드 차량
- 주요 인사이트
제11장 EV 배터리 시장(배터리 용량별)
- 소개
- 50 KWH 미만
- 50-110KWH
- 111-200KWH
- 201-300KWH
- 301KWH 이상
- 주요 인사이트
제12장 EV 배터리 시장(방식별)
- 소개
- 와이어 본딩
- 레이저 접합
- 초음파 금속 용접
제13장 EV 배터리 시장(리튬이온 배터리 구성요소별)
제14장 EV 배터리 시장(지역별)
- 소개
- 아시아태평양
- 유럽
- 거시경제 전망
- 독일
- 프랑스
- 이탈리아
- 영국
- 스페인
- 노르웨이
- 스웨덴
- 덴마크
- 북미
제15장 경쟁 구도
- 소개
- 주요 진출 기업 전략/강점, 2022-2024년
- 매출 분석
- 시장 점유율 분석, 2024년
- EV 배터리 시장 점유율 동향 분석
- 기업 가치 평가와 재무 지표
- 브랜드/제품 비교
- 기업 평가 매트릭스 : 주요 진출 기업, 2024년
- 기업 평가 매트릭스 : 스타트업/중소기업, 2024년
- 경쟁 시나리오
제16장 기업 개요
- 주요 진출 기업
- CONTEMPORARY AMPEREX TECHNOLOGY CO., LIMITED
- BYD COMPANY LTD.
- LG ENERGY SOLUTION
- CALB
- SK INNOVATION CO. LTD.
- PANASONIC HOLDINGS CORPORATION
- SAMSUNG SDI
- GOTION
- SUNWODA ELECTRONIC CO., LTD.
- FARASIS ENERGY(GANZHOU) CO., LTD.
- TOSHIBA CORPORATION
- MITSUBISHI CORPORATION
- ENERSYS
- 기타 기업
- EXIDE INDUSTRIES LIMITED
- E-ONE MOLI ENERGY CORP.
- TARGRAY TECHNOLOGY INTERNATIONAL INC.
- ALTAIR NANOTECHNOLOGIES INC.
- CLARIOS
- NORTHVOLT AB
- LECLANCHE SA
- ENVISION GROUP
- A123 SYSTEMS(SUBSIDIARY OF WANXIANG GROUP)
- GS YUASA INTERNATIONAL LTD.
- AUTOMOTIVE ENERGY SUPPLY CORPORATION
- REPT BATTERO ENERGY CO LTD.
- AUTOMOTIVE CELLS COMPANY
- BLUEOVAL SK
- CELLFORCE GROUP GMBH
- ULTIUM CELLS
- ONE BATTERY
- SILA NANOTECHNOLOGIES INC.
- MORROW BATTERIES
제17장 시장의 제안
제18장 부록
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The global EV Battery market is projected to reach USD 91.93 billion in 2024 to USD 251.33 billion in 2035, at a CAGR of 9.6% from 2024-2035.
| Scope of the Report |
|---|
| Years Considered for the Study | 2019-2035 |
| Base Year | 2024 |
| Forecast Period | 2025-2035 |
| Units Considered | Volume (Units) and Value (USD Million) |
| Segments | Battery Capacity, Battery Form, Battery Type, Lithium-ion Battery Component, Material Type, Method, Propulsion, Vehicle Type, and Region |
| Regions covered | Asia Pacific, Europe, and North America |
The EV battery market is experiencing rapid growth driven by increasing electric vehicle adoption, advancements in battery technology, and supportive government policies. Growing demand for longer-range, faster-charging batteries has spurred innovations such as Honda's plan to produce solid-state batteries offering up to 620 miles on a single charge by 2024. Additionally, partnerships and investments are fueling expansion, such as Stellantis and CATL's USD 4.2 billion venture for a lithium iron phosphate battery plant in Spain, announced in December 2024. With OEMs launching new EV models and battery manufacturers scaling production, the EV battery market is poised for significant expansion.
"Solid-state battery is expected to show a significant growth rate in the EV battery market during the forecast period."
Solid-state batteries are anticipated to witness significant growth in the EV battery market due to their potential to revolutionize energy density, safety, and charging efficiency. These batteries replace the liquid electrolyte found in conventional lithium-ion batteries with a solid electrolyte, offering enhanced thermal stability, reduced risk of fires, and longer lifespans. Their higher energy density can substantially increase EV range while enabling faster charging times, making them a game-changer for EV adoption. Recent developments underscore their growing momentum. In December 2024, Honda announced plans to produce solid-state batteries for EVs capable of delivering up to 620 miles (1,000 kilometers) on a single charge-more than double the range of many existing electric vehicles. Similarly, in September 2024, Factorial collaborated with Mercedes-Benz to develop the Solstice battery, an all-solid-state battery featuring a novel dry cathode design. This innovation promises an energy density of up to 450Wh/kg and more efficient, sustainable production processes, marking a significant leap in solid-state battery technology. With leading automotive and battery companies intensifying their R&D efforts and governments incentivizing advancements in battery technology, solid-state batteries are poised to play a pivotal role in shaping the future of the EV market, addressing key challenges like range anxiety, safety concerns, and charging infrastructure limitations.
"Passenger Car is expected to hold the largest share in the EV Battery market during the forecast period."
Passenger cars are expected to dominate the EV battery market over the study period, capturing the largest market share due to surge in consumer demand, supportive government policies, and the increasing availability of diverse EV models. Governments worldwide are implementing stringent regulations on vehicle emissions and offering subsidies to promote EV adoption, driving passenger car sales. Additionally, advancements in EV battery technology, such as enhanced energy density, faster charging, and lower costs, have made electric passenger cars more accessible to the mass market. Major automotive OEMs are gearing up for this transition, with several passenger car EV models slated for release in the coming years. For instance, Renault's highly anticipated Renault 5 E-Tech, set for a 2026 launch, will feature advanced lithium-ion batteries sourced from AESC. Similarly, Mercedes-Benz plans to introduce the EQA 300 4MATIC in 2025, equipped with a high-performance NMC battery provided by SK ON, a subsidiary of SK Innovation. These vehicles highlight the rising demand for advanced EV batteries, driving innovation and production growth in the battery industry. Advances in battery chemistry, such as the shift from LFP to NMC and NCA, are boosting energy density and driving ranges, fueling market expansion. Collaborations between OEMs and battery manufacturers are accelerating high-performance battery development. For instance, in November 2024, LG Energy Solution announced a five-year agreement to supply 4695 cylindrical lithium-ion batteries for Rivian's R2.
Investments in new technologies like solid-state batteries and silicon anode chemistries, along with scaling production through gigafactories, are further enhancing market growth. These trends underscore the synergy between OEMs and battery makers, positioning the passenger car segment as the largest driver of the EV battery market and advancing the global shift to sustainable transportation.
"Europe set to witness a notable growth in EV battery market during the forecast period."
Europe is poised to experience remarkable growth in the EV battery market over the forecast period, fueled by stringent emission reduction targets, rising EV demand, and increasing investments in battery infrastructure. The EU's March 2023 law mandates zero CO2 emissions for all new cars sold by 2035, alongside a 55% reduction in CO2 emissions by 2030 compared to 2021 levels. These ambitious targets are driving the rapid decarbonization of new car fleets, significantly boosting EV adoption and, consequently, the EV battery market. While the EU has pledged a legal pathway for e-fuels vehicles beyond 2035, the focus remains on zero-emission solutions for cars and vans. European OEMs are heavily investing in EV and battery developments. For instance, in December 2024, Stellantis NV and CATL announced an estimated USD 4.3 billion joint venture to build a large-scale lithium iron phosphate (LFP) battery plant in Zaragoza, Spain. Similarly, BMW Group plans to open five battery factories near auto manufacturing hubs, including facilities in Lower Bavaria and Debrecen, Hungary, to support its Neue Klasse electric vehicles.
Key battery manufacturers are also expanding their presence in Europe. Major players like Northvolt, LG Energy Solution, and CATL are establishing battery gigafactories to meet the growing demand. These developments underscore Europe's commitment to becoming a global leader in EV batteries, supported by progressive policies, a robust automotive ecosystem, and increasing investments from OEMs and suppliers.
In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in this market.
- By Company Type: Tier I - 37%, Tier II - 41%, and Tier III - 22%
- By Designation: Directors - 31%, Managers - 45%, and Others - 24%
- By Region: Asia Pacific - 33%, North America - 39%, and Europe - 28%
The EV Battery market is dominated by major players, including Contemporary Amperex Technology Co., Limited (China), BYD Company Ltd. (China), LG Energy Solution Ltd. (South Korea), CALB (China), SK Innovation Co., Ltd. (South Korea) and more. These companies are expanding their portfolios to strengthen their EV battery market position.
Research Coverage:
The report covers the EV Battery market in terms of Battery Capacity (<50 kWh, 51-110 kWh, 111-201 kWh, 201-300 kWh, > 301 kWh), Battery Form (Prismatic, Pouch, Cylindrical), Battery Type (Lithium-ion, Nickel-metal Hydride, Solid-state, Sodium-ion), Lithium-ion Battery Component (Negative Electrode, Positive Electrode, Electrolyte, Separator), Material Type (Cobalt, Lithium, Natural Graphite, Manganese, Iron, Phosphate, Nickel), Method (Wire Bonding, Laser Bonding, Ultrasonic Metal Welding), Propulsion (Battery Electric Vehicle, Plug-in Hybrid Electric Vehicle, Fuel Cell Electric Vehicle, Hybrid Electric Vehicle), Vehicle Type (Passenger Cars, Vans/Light Trucks, Medium & Heavy Trucks, Buses, Off-highway Vehicles), and Region. It covers the competitive landscape and company profiles of the significant EV Battery market players.
The study also includes an in-depth competitive analysis of the key market players, their company profiles, key observations related to product and business offerings, recent developments, and key market strategies.
Key Benefits of Buying the Report:
- The report will help market leaders/new entrants with information on the closest approximations of revenue numbers for the EV Battery market and its subsegments.
- This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies.
- The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.
- The report also helps stakeholders understand the current and future pricing trends of the EV Battery market.
- The report will help market leaders/new entrants with information on various trends in EV Battery market based on component, battery form, region, and other parameters.
The report provides insight on the following pointers:
- Analysis of key drivers (Government incentives and OEM investments accelerate EV battery demand, Advancements in battery technologies leading the charge for EV battery market, Government strategies for EV adoption driving battery market boom, Declining EV battery prices boost market accessibility and growth), restraints (Geopolitical instabilities and supply chain disruptions pose risks to EV battery expansion, Charging infrastructure deficit hinders EV adoption in emerging economies, Emergence of alternative fuels to create a potential restraint for the EV batteries), opportunities (The growing role of Battery-as-a-Service in EV battery market boom, Innovative solid-state batteries creating new growth prospects for the EV battery, ESS advancements creating new paths for EV battery market growth), and challenges (High initial costs hindering the proliferation of the EV battery market, Lithium shortages jeopardizing the growth of the EV battery, Safety concerns hindering the expansion of the EV battery market, Cost disparity Between EVs and conventional vehicles to create a hurdle for EV battery expansion)
- Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the EV Battery market.
- Market Development: Comprehensive information about lucrative markets - the report analyses the EV Battery market across varied regions.
- Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the EV Battery market.
- Competitive Assessment: In-depth assessment of market share, growth strategies, and service offerings of leading players like Contemporary Amperex Technology Co., Limited (China), BYD Company Ltd. (China), LG Energy Solution Ltd. (South Korea), CALB (China), and SK Innovation Co., Ltd. (South Korea) among others in EV Battery market.
TABLE OF CONTENTS
1 INTRODUCTION
- 1.1 STUDY OBJECTIVES
- 1.2 MARKET DEFINITION
- 1.3 STUDY SCOPE
- 1.3.1 MARKET SEGMENTATION
- 1.3.2 INCLUSIONS & EXCLUSIONS
- 1.4 YEARS CONSIDERED
- 1.5 CURRENCY CONSIDERED
- 1.6 UNIT CONSIDERED
- 1.7 STAKEHOLDERS
- 1.8 SUMMARY OF CHANGES
2 RESEARCH METHODOLOGY
- 2.1 RESEARCH DATA
- 2.1.1 SECONDARY DATA
- 2.1.1.1 Secondary sources
- 2.1.1.2 Key data from secondary sources
- 2.1.2 PRIMARY DATA
- 2.1.2.1 Primary interviews from demand and supply sides
- 2.1.2.2 Breakdown of primary interviews
- 2.1.2.3 Primary participants
- 2.1.2.4 Objectives of primary research
- 2.2 MARKET SIZE ESTIMATION
- 2.2.1 BOTTOM-UP APPROACH
- 2.2.2 TOP-DOWN APPROACH
- 2.3 DATA TRIANGULATION
- 2.4 FACTOR ANALYSIS
- 2.5 RESEARCH ASSUMPTIONS & CONSIDERATIONS
- 2.6 RESEARCH LIMITATIONS
- 2.7 RISK ASSESSMENT
3 EXECUTIVE SUMMARY
4 PREMIUM INSIGHTS
- 4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN EV BATTERY MARKET
- 4.2 EV BATTERY MARKET, BY REGION
- 4.3 EV BATTERY MARKET, BY BATTERY CAPACITY
- 4.4 EV BATTERY MARKET, BY BATTERY FORM
- 4.5 EV BATTERY MARKET, BY BATTERY TYPE
- 4.6 EV BATTERY MARKET, BY MATERIAL TYPE
- 4.7 EV BATTERY MARKET, BY PROPULSION
- 4.8 EV BATTERY MARKET, BY VEHICLE TYPE
5 MARKET OVERVIEW
- 5.1 INTRODUCTION
- 5.2 MARKET DYNAMICS
- 5.2.1 DRIVERS
- 5.2.1.1 Rise in government incentives and OEM investments
- 5.2.1.2 Advancements in battery technologies
- 5.2.1.3 Government strategies to promote adoption of EVs
- 5.2.1.4 Declining prices of EV batteries
- 5.2.2 RESTRAINTS
- 5.2.2.1 Geopolitical instability and supply chain disruptions
- 5.2.2.2 Shortage of charging infrastructure in emerging economies
- 5.2.2.3 Emergence of alternative fuel options
- 5.2.3 OPPORTUNITIES
- 5.2.3.1 Growth of BaaS in EV battery market's boom
- 5.2.3.2 Development of innovative solid-state batteries
- 5.2.3.3 Advancements in ESSs
- 5.2.4 CHALLENGES
- 5.2.4.1 High initial cost
- 5.2.4.2 Shortage of lithium
- 5.2.4.3 Safety concerns
- 5.2.4.4 Cost disparity between electric and conventional vehicles
- 5.3 TRENDS & DISRUPTIONS IMPACTING CUSTOMER BUSINESS
- 5.4 RAPID DEVELOPMENT OF NEVS TO DRIVE GROWTH OF EV BATTERY MARKET
- 5.5 ANALYSIS OF PRICE AND COST OF LITHIUM-ION BATTERIES
- 5.6 PRICING ANALYSIS
- 5.6.1 AVERAGE SELLING PRICE OF KEY PLAYERS FOR PASSENGER CARS
- 5.6.2 AVERAGE SELLING PRICE, BY REGION
- 5.7 IMPACT OF AI ON EV BATTERY MARKET
- 5.8 ECOSYSTEM ANALYSIS
- 5.9 VALUE CHAIN ANALYSIS
- 5.10 CASE STUDY ANALYSIS
- 5.10.1 BYD DEVELOPED BLADE BATTERY TO PRIORITIZE SAFETY AND DURABILITY WITHOUT COMPROMISING PERFORMANCE
- 5.10.2 WIPRO PARI LEVERAGED COGNEX'S ADVANCED MACHINE VISION SYSTEM TO ADDRESS COMPLEXITIES OF EV BATTERY MANUFACTURING
- 5.10.3 NORTHVOLT ADOPTED AUTODESK'S INTEGRATED SOFTWARE SOLUTION TO IMPLEMENT DIGITAL FACTORY APPROACH THAT CONNECTS BATTERY DESIGN AND MANUFACTURING
- 5.10.4 MAXWELL ENERGY OFFERED CUTTING-EDGE ULTRACAPACITOR TECHNOLOGY TO ENHANCE ENERGY RECOVERY AND POWER DELIVERY
- 5.11 INVESTMENT AND FUNDING SCENARIO
- 5.12 PATENT ANALYSIS
- 5.13 TECHNOLOGY ANALYSIS
- 5.13.1 KEY TECHNOLOGIES
- 5.13.1.1 Lithium-ion and other battery chemistries
- 5.13.2 COMPLEMENTARY TECHNOLOGIES
- 5.13.2.1 Cell-to-pack (CTP) technology
- 5.13.3 ADJACENT TECHNOLOGIES
- 5.13.3.1 Cell-to-chassis battery technology
- 5.14 HS CODE: LITHIUM CELLS AND BATTERIES (850650)
- 5.14.1 IMPORT DATA
- 5.14.2 EXPORT DATA
- 5.15 REGULATORY LANDSCAPE
- 5.15.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
- 5.15.2 REGULATIONS/VOLUNTARY PROCEDURES FOR EV BATTERIES
- 5.16 KEY CONFERENCES & EVENTS, 2025-2026
- 5.17 KEY STAKEHOLDERS & BUYING CRITERIA
- 5.17.1 KEY STAKEHOLDERS IN BUYING PROCESS
- 5.17.2 BUYING CRITERIA
- 5.18 OEM ANALYSIS
- 5.18.1 INITIATIVES UNDERTAKEN AND INVESTMENTS IN LITHIUM BY BATTERY MANUFACTURERS/OEMS
- 5.18.1.1 Lithium-ion battery cells (cathode type): OEMs and key suppliers
- 5.19 SUPPLIER ANALYSIS
6 EV BATTERY MARKET, BY BATTERY TYPE
- 6.1 INTRODUCTION
- 6.2 LITHIUM-ION
- 6.2.1 CONTINUOUS IMPROVEMENTS IN BATTERY CHEMISTRY TO DRIVE MARKET
- 6.2.2 LITHIUM IRON PHOSPHATE
- 6.2.3 NICKEL MANGANESE COBALT
- 6.2.4 LITHIUM IRON MANGANESE PHOSPHATE
- 6.2.5 OTHERS
- 6.3 NICKEL-METAL HYDRIDE
- 6.3.1 LARGE-SCALE ADOPTION OF NIMH BATTERIES IN HEVS TO DRIVE GROWTH
- 6.4 SOLID-STATE
- 6.4.1 ADVANCEMENTS IN SOLID-STATE TECHNOLOGY TO DRIVE DEMAND
- 6.5 OTHER BATTERY TYPES
- 6.6 KEY PRIMARY INSIGHTS
7 EV BATTERY MARKET, BY MATERIAL TYPE
- 7.1 INTRODUCTION
- 7.2 COBALT
- 7.2.1 SUPPORT FOR HIGH-PERFORMANCE BATTERY CHEMISTRIES TO DRIVE MARKET
- 7.3 LITHIUM
- 7.3.1 HIGH ENERGY DENSITY OF LITHIUM TO BOOST ITS DEMAND IN EV BATTERIES
- 7.4 NATURAL GRAPHITE
- 7.4.1 USE OF NATURAL GRAPHITE AS ANODE MATERIAL TO BOOST ITS GROWTH
- 7.5 MANGANESE
- 7.5.1 VERSATILITY IN CATHODE CHEMISTRIES TO DRIVE MARKET
- 7.6 IRON
- 7.6.1 WIDESPREAD AVAILABILITY OF IRON TO BOOST ITS USAGE AS KEY BATTERY COMPONENT
- 7.7 PHOSPHATE
- 7.7.1 ABUNDANCE AND AVAILABILITY OF PHOSPHATE TO DRIVE MARKET
- 7.8 NICKEL
- 7.8.1 FOCUS ON ACHIEVING HIGH ENERGY DENSITY TO DRIVE MARKET
- 7.9 OTHER MATERIAL TYPES
- 7.10 KEY PRIMARY INSIGHTS
8 EV BATTERY MARKET, BY BATTERY FORM
- 8.1 INTRODUCTION
- 8.2 PRISMATIC
- 8.2.1 HIGH ENERGY DENSITY AND BETTER DURABILITY OF PRISMATIC BATTERIES TO DRIVE DEMAND
- 8.3 POUCH
- 8.3.1 SPACE EFFICIENCY OF POUCH CELLS TO DRIVE MARKET
- 8.4 CYLINDRICAL
- 8.4.1 MECHANICAL STABILITY OF CYLINDRICAL CELLS TO DRIVE MARKET
- 8.5 KEY PRIMARY INSIGHTS
9 EV BATTERY MARKET, BY PROPULSION
- 9.1 INTRODUCTION
- 9.2 BEV
- 9.2.1 ADVANCEMENTS IN BATTERY TECHNOLOGY TO DRIVE MARKET
- 9.3 PHEV
- 9.3.1 REDUCED FUEL CONSUMPTION OF PHEVS TO DRIVE DEMAND FOR ADVANCED EV BATTERIES
- 9.4 FCEV
- 9.4.1 HEAVY-DUTY, COMMERCIAL APPLICATIONS OF FCEVS TO DRIVE MARKET FOR BATTERIES
- 9.5 HEV
- 9.6 KEY PRIMARY INSIGHTS
10 EV BATTERY MARKET, BY VEHICLE TYPE
- 10.1 INTRODUCTION
- 10.2 PASSENGER CAR
- 10.2.1 GOVERNMENT POLICIES AND ADVANCEMENTS IN BATTERY TECHNOLOGY TO DRIVE MARKET
- 10.3 VAN/LIGHT TRUCK
- 10.3.1 GROWTH OF LAST-MILE DELIVERY SERVICE AND E-COMMERCE TO DRIVE MARKET
- 10.4 MEDIUM & HEAVY TRUCK
- 10.4.1 CORPORATE SUSTAINABILITY GOALS AND ADVANCEMENTS IN BATTERY AND CHARGING INFRASTRUCTURE TO DRIVE MARKET
- 10.5 BUS
- 10.5.1 GROWING FOCUS ON SUSTAINABLE URBAN TRANSPORTATION TO DRIVE MARKET
- 10.6 OFF-HIGHWAY VEHICLES
- 10.6.1 NEED FOR HEAVY-DUTY VEHICLES TO DRIVE DEMAND FOR ROBUST BATTERIES
- 10.7 KEY PRIMARY INSIGHTS
11 EV BATTERY MARKET, BY BATTERY CAPACITY
- 11.1 INTRODUCTION
- 11.2 < 50 KWH
- 11.2.1 NEED FOR URBAN-FRIENDLY, AFFORDABLE BATTERY PACKS TO DRIVE MARKET
- 11.3 50-110 KWH
- 11.3.1 RISING DEMAND FOR ELECTRIC VANS/LIGHT TRUCKS TO DRIVE MARKET
- 11.4 111-200 KWH
- 11.4.1 INCREASING DEMAND FOR COMMERCIAL EVS TO DRIVE MARKET
- 11.5 201-300 KWH
- 11.5.1 NEED FOR ELECTRIC PICKUP TRUCKS TO DRIVE DEMAND FOR BATTERIES
- 11.6 > 301 KWH
- 11.6.1 RISING ADOPTION OF HEAVY-DUTY ELECTRIC VEHICLES TO DRIVE MARKET
- 11.7 KEY PRIMARY INSIGHTS
12 EV BATTERY MARKET, BY METHOD
- 12.1 INTRODUCTION
- 12.2 WIRE BONDING
- 12.3 LASER BONDING
- 12.4 ULTRASONIC METAL WELDING
13 EV BATTERY MARKET, BY LITHIUM-ION BATTERY COMPONENT
- 13.1 INTRODUCTION
- 13.2 POSITIVE ELECTRODE
- 13.3 NEGATIVE ELECTRODE
- 13.4 ELECTROLYTE
- 13.5 SEPARATOR
14 EV BATTERY MARKET, BY REGION
- 14.1 INTRODUCTION
- 14.2 ASIA PACIFIC
- 14.2.1 MACROECONOMIC OUTLOOK
- 14.2.2 CHINA
- 14.2.2.1 Advancements in battery technologies to drive market
- 14.2.3 INDIA
- 14.2.3.1 Focus on reducing harmful emissions and expansion of domestic battery production to drive market
- 14.2.4 JAPAN
- 14.2.4.1 Emphasis on greenhouse gas reduction to fuel market growth
- 14.2.5 SOUTH KOREA
- 14.2.5.1 Rising technological advancements and support from local manufacturers to boost market
- 14.3 EUROPE
- 14.3.1 MACROECONOMIC OUTLOOK
- 14.3.2 GERMANY
- 14.3.2.1 Presence of leading OEMs like BMW, Mercedes-Benz, and Volkswagen to drive market
- 14.3.3 FRANCE
- 14.3.3.1 Push for clean mobility through policies to drive market
- 14.3.4 ITALY
- 14.3.4.1 Rising focus on electrifying public transport to drive market
- 14.3.5 UK
- 14.3.5.1 Stringent emission reduction targets and government-backed policies to drive growth
- 14.3.6 SPAIN
- 14.3.6.1 Large-scale investments in battery plants and consumer demand for sustainable vehicles to drive market
- 14.3.7 NORWAY
- 14.3.7.1 Adoption of EVs by consumers and ambitious electrification goals by government to drive market
- 14.3.8 SWEDEN
- 14.3.8.1 Commitment to decarbonization to fuel demand for EV batteries
- 14.3.9 DENMARK
- 14.3.9.1 Rapid innovations and increase in sustainability policies to propel market
- 14.4 NORTH AMERICA
- 14.4.1 MACROECONOMIC OUTLOOK
- 14.4.2 US
- 14.4.2.1 Government investments and initiatives to boost EV sales
- 14.4.3 CANADA
- 14.4.3.1 Expansion of OEMs and development of new manufacturing facilities to boost market
15 COMPETITIVE LANDSCAPE
- 15.1 INTRODUCTION
- 15.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2022-2024
- 15.3 REVENUE ANALYSIS
- 15.4 MARKET SHARE ANALYSIS, 2024
- 15.5 EV BATTERY MARKET SHARE TREND ANALYSIS
- 15.6 COMPANY VALUATION AND FINANCIAL METRICS
- 15.7 BRAND/PRODUCT COMPARISON
- 15.8 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024
- 15.8.1 STARS
- 15.8.2 EMERGING LEADERS
- 15.8.3 PERVASIVE PLAYERS
- 15.8.4 PARTICIPANTS
- 15.8.5 COMPANY FOOTPRINT
- 15.8.5.1 Company footprint
- 15.8.5.2 Region footprint
- 15.8.5.3 Battery form footprint
- 15.8.5.4 Battery type footprint
- 15.8.5.5 Propulsion footprint
- 15.9 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024
- 15.9.1 PROGRESSIVE COMPANIES
- 15.9.2 RESPONSIVE COMPANIES
- 15.9.3 DYNAMIC COMPANIES
- 15.9.4 STARTING BLOCKS
- 15.9.5 COMPETITIVE BENCHMARKING
- 15.9.5.1 List of startups/SMEs
- 15.9.5.2 Competitive benchmarking of startups/SMEs
- 15.10 COMPETITIVE SCENARIO
- 15.10.1 PRODUCT LAUNCHES/DEVELOPMENTS
- 15.10.2 DEALS
- 15.10.3 EXPANSION
- 15.10.4 OTHER DEVELOPMENTS
16 COMPANY PROFILES
- 16.1 KEY PLAYERS
- 16.1.1 CONTEMPORARY AMPEREX TECHNOLOGY CO., LIMITED
- 16.1.1.1 Business overview
- 16.1.1.2 Products offered
- 16.1.1.3 Recent developments
- 16.1.1.3.1 Product launches/developments
- 16.1.1.3.2 Deals
- 16.1.1.3.3 Other developments
- 16.1.1.4 MnM view
- 16.1.1.4.1 Key strengths
- 16.1.1.4.2 Strategic choices
- 16.1.1.4.3 Weaknesses and competitive threats
- 16.1.2 BYD COMPANY LTD.
- 16.1.2.1 Business overview
- 16.1.2.2 Products offered
- 16.1.2.3 Recent developments
- 16.1.2.3.1 Product launches/developments
- 16.1.2.3.2 Deals
- 16.1.2.3.3 Expansion
- 16.1.2.3.4 Other developments
- 16.1.2.4 MnM view
- 16.1.2.4.1 Key strengths
- 16.1.2.4.2 Strategic choices
- 16.1.2.4.3 Weaknesses and competitive threats
- 16.1.3 LG ENERGY SOLUTION
- 16.1.3.1 Business overview
- 16.1.3.2 Products offered
- 16.1.3.3 Recent developments
- 16.1.3.3.1 Deals
- 16.1.3.3.2 Expansion
- 16.1.3.3.3 Other developments
- 16.1.3.4 MnM view
- 16.1.3.4.1 Key strengths
- 16.1.3.4.2 Strategic choices
- 16.1.3.4.3 Weaknesses and competitive threats
- 16.1.4 CALB
- 16.1.4.1 Business overview
- 16.1.4.2 Products offered
- 16.1.4.3 Recent developments
- 16.1.4.3.1 Product launches/developments
- 16.1.4.3.2 Deals
- 16.1.4.3.3 Other developments
- 16.1.4.4 MnM view
- 16.1.4.4.1 Key strengths
- 16.1.4.4.2 Strategic choices
- 16.1.4.4.3 Weaknesses and competitive threats
- 16.1.5 SK INNOVATION CO. LTD.
- 16.1.5.1 Business overview
- 16.1.5.2 Products offered
- 16.1.5.3 Recent developments
- 16.1.5.3.1 Product launches/developments
- 16.1.5.3.2 Deals
- 16.1.5.3.3 Other developments
- 16.1.5.4 MnM view
- 16.1.5.4.1 Key strengths
- 16.1.5.4.2 Strategic choices
- 16.1.5.4.3 Weaknesses and competitive threats
- 16.1.6 PANASONIC HOLDINGS CORPORATION
- 16.1.6.1 Business overview
- 16.1.6.2 Products offered
- 16.1.6.3 Recent developments
- 16.1.6.3.1 Product launches/developments
- 16.1.6.3.2 Deals
- 16.1.6.3.3 Expansion
- 16.1.6.3.4 Other developments
- 16.1.7 SAMSUNG SDI
- 16.1.7.1 Business overview
- 16.1.7.2 Products offered
- 16.1.7.3 Recent developments
- 16.1.7.3.1 Product launches/developments
- 16.1.7.3.2 Deals
- 16.1.7.3.3 Expansion
- 16.1.7.3.4 Other developments
- 16.1.8 GOTION
- 16.1.8.1 Business overview
- 16.1.8.2 Products offered
- 16.1.8.3 Recent developments
- 16.1.8.3.1 Product launches/developments
- 16.1.8.3.2 Deals
- 16.1.8.3.3 Expansion
- 16.1.9 SUNWODA ELECTRONIC CO., LTD.
- 16.1.9.1 Business overview
- 16.1.9.2 Products/Solutions offered
- 16.1.9.2.1 Deals
- 16.1.9.2.2 Expansion
- 16.1.9.2.3 Other developments
- 16.1.10 FARASIS ENERGY (GANZHOU) CO., LTD.
- 16.1.10.1 Business overview
- 16.1.10.2 Products offered
- 16.1.10.3 Recent developments
- 16.1.10.3.1 Product launches/developments
- 16.1.10.3.2 Deals
- 16.1.10.3.3 Expansion
- 16.1.11 TOSHIBA CORPORATION
- 16.1.11.1 Business overview
- 16.1.11.2 Products offered
- 16.1.11.3 Recent developments
- 16.1.11.3.1 Product launches/developments
- 16.1.11.3.2 Deals
- 16.1.12 MITSUBISHI CORPORATION
- 16.1.12.1 Business overview
- 16.1.12.2 Products offered
- 16.1.12.3 Recent developments
- 16.1.12.3.1 Product launches/developments
- 16.1.12.3.2 Deals
- 16.1.12.3.3 Expansion
- 16.1.12.3.4 Other developments
- 16.1.13 ENERSYS
- 16.1.13.1 Business overview
- 16.1.13.2 Products offered
- 16.1.13.3 Recent developments
- 16.1.13.3.1 Deals
- 16.1.13.3.2 Expansion
- 16.1.13.3.3 Other developments
- 16.2 OTHER PLAYERS
- 16.2.1 EXIDE INDUSTRIES LIMITED
- 16.2.2 E-ONE MOLI ENERGY CORP.
- 16.2.3 TARGRAY TECHNOLOGY INTERNATIONAL INC.
- 16.2.4 ALTAIR NANOTECHNOLOGIES INC.
- 16.2.5 CLARIOS
- 16.2.6 NORTHVOLT AB
- 16.2.7 LECLANCHE SA
- 16.2.8 ENVISION GROUP
- 16.2.9 A123 SYSTEMS (SUBSIDIARY OF WANXIANG GROUP)
- 16.2.10 GS YUASA INTERNATIONAL LTD.
- 16.2.11 AUTOMOTIVE ENERGY SUPPLY CORPORATION
- 16.2.12 REPT BATTERO ENERGY CO LTD.
- 16.2.13 AUTOMOTIVE CELLS COMPANY
- 16.2.14 BLUEOVAL SK
- 16.2.15 CELLFORCE GROUP GMBH
- 16.2.16 ULTIUM CELLS
- 16.2.17 ONE BATTERY
- 16.2.18 SILA NANOTECHNOLOGIES INC.
- 16.2.19 MORROW BATTERIES
17 RECOMMENDATIONS BY MARKETSANDMARKETS
- 17.1 ASIA PACIFIC TO LEAD MARKET FOR EV BATTERIES DURING FORECAST PERIOD
- 17.2 LITHIUM-ION BATTERIES SEGMENT TO LEAD MARKET DURING FORECAST PERIOD
- 17.3 PASSENGER CAR SEGMENT TO ACCOUNT FOR LARGEST SHARE DURING FORECAST PERIOD
- 17.4 SOLID-STATE BATTERIES SEGMENT TO CREATE OPPORTUNITIES FOR BATTERY MANUFACTURERS
- 17.5 CONCLUSION
18 APPENDIX
- 18.1 INSIGHTS FROM INDUSTRY EXPERTS
- 18.2 DISCUSSION GUIDE
- 18.3 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
- 18.4 CUSTOMIZATION OPTIONS
- 18.4.1 EV BATTERY MARKET, BY PROPULSION TYPE (COUNTRY LEVEL)
- 18.4.2 EV BATTERY MARKET, BY BATTERY CAPACITY (VEHICLE TYPE LEVEL)
- 18.4.3 COMPANY INFORMATION
- 18.4.3.1 Profiling of additional market players (up to five)
- 18.5 RELATED REPORTS
- 18.6 AUTHOR DETAILS
