한글목차

북미의 EV 배터리 팩 시장 규모는 2025년 157억 6,000만 달러로 추정되고, 2029년에는 339억 4,000만 달러에 이르고, 예측 기간 중(2025-2029년) CAGR 21.13%로 성장할 것으로 예측됩니다.

배터리 제조 공장이 북미 전기자동차 산업의 성장을 가속할 전망

• 2017년부터 2023년까지, 북미에서는 전기차의 생산과 도입이 대폭 증가했습니다. 이 성장은 정부의 인센티브, 배터리 가격의 저하, 소비자의 의식 향상 등 다양한 요인에 의한 것입니다.
• 북미의 EV 배터리 팩 시장은 정부의 보조금이나 인센티브 프로그램에 크게 추진되어 큰 성장을 이루고 있습니다.
• 게다가 북미의 EV 시장의 성장에는 배터리 제조 공장의 개척이 빠뜨릴 수 없습니다. 현재 EV 배터리의 대부분은 아시아, 주로 중국과 한국에서 제조되고 있습니다. Bloomberg New Energy Finance 보고서에 따르면 북미는 이산화탄소 배출량을 줄이고 보다 깨끗한 수송수단으로의 이행을 목표로 하기 위해 2040년까지 EV 인프라에 3,600억 달러를 투자할 것으로 예상되고 있습니다.

미국과 캐나다에서 전기차 보급의 원동력이 되는 정부의 지원과 투자

• 북미의 EV 배터리 팩 시장은 최근 강력한 성장을 이루고 있으며, 미국과 캐나다에서는 EV의 도입이 급증하고 있습니다.
• 북미 각지의 정부는 다양한 수준에서 EV의 보급을 촉진하는 정책과 인센티브를 내세우고 있습니다. 제조업체가 이 지역 시장에서 EV 배터리 팩의 생산 능력을 증강하고 있는 것입니다.
• 배터리 기술의 지속적인 연구 개발 노력은 에너지 밀도 향상, 비용 절감, EV의 항속 거리 연장에 초점을 맞추었습니다. 또한, 주요한 배터리 재료의 입수 가능성도 중요한 요소입니다.

북미 EV 배터리 팩 시장 동향

북미 전기자동차 시장의 주요 기업은 Toyota, Ford, Hyundai, Honda 등

• 북미의 전기자동차 시장은 2023년에 시장의 70% 이상을 차지하는 5대 기업에 의해 크게 견인되고 있습니다. 이 회사는 강력한 혁신 기술에 주력하고 있으며 다양한 EV 부품(배터리 등) 제조업체와 강력한 전략적 파트너십을 맺고 있습니다.
• Toyota Group은 전기차 판매 대수 2위로 북미 전체에서 약 30.8% 시장 점유율을 차지하고 있습니다. 북미 각국의 EV 판매 대수로는 제3위였습니다.
• Hyundai는 4위로 북미 전역에서의 EV 판매로 약 5.48% 시장 점유율을 획득하고 있습니다. 케에 혁신적이고 다양한 제품을 폭넓게 제공합니다.

미국은 막대한 EV 수요를 가진 최대 시장이며, 2023년에는 지역 전체 배터리 팩 시장의 60% 이상을 차지합니다.

• 2023년에는 북미 일부 국가에서 전기차의 수가 꾸준히 증가했기 때문에 배터리 수요가 급증했습니다.
• Tesla 모델 3은 2023년 미국에서 판매 대수가 21만 5,500대로 2위를 차지했습니다. 고객을 끌고 있습니다. 전기자동차 판매에서 Toyota Rav4는 미국과 북미 전역에서 14만 9,938대를 판매해 3위를 차지했습니다. 해당 차량은 Toyota Safety Sense를 포함한 여러 ADAS 기능을 탑재하고 있습니다.
• Toyota Sienna는 미국에서 6만 9,720대를 판매해 전기차 판매 대수 4위를 차지했습니다. 7인승을 요구하는 대가족 소비자는 Toyota Sienna에게 호의적인 반응을 보이고 있습니다. 5위는 Honda CRV로 6만 9,720대였습니다. 기타 히트 상품 모델은 Toyota Highlander, Jeep Wrangler, Toyota Camry, Honda Accord, Ford Mustang Mach-E 등입니다.

북미의 EV 배터리 팩 산업 개요

북미의 EV 배터리 팩 시장은 상당히 통합되어 있으며 주요 5개사에서 85.66%를 차지하고 있습니다.이 시장 주요 기업은 Contemporary Amperex Technology Co. Ltd. (CATL), Envision AESC Japan Co. Ltd., LG Energy Solution Ltd., Panasonic Holdings Corporation and SK Innovation Co. Ltd. 등이 있습니다(알파벳순 정렬).

기타 혜택

• 엑셀 형식 시장 예측(ME) 시트
• 3개월의 애널리스트 서포트

목차

제1장 주요 요약과 주요 조사 결과

제2장 보고서 제안

제3장 소개

• 조사의 전제조건과 시장 정의
• 조사 범위
• 조사 방법

제4장 주요 산업 동향

• 전기자동차 판매 대수
• OEM별 전기자동차 판매 대수
• 판매 LINE EV 모델
• 바람직한 배터리 화학을 가진 OEM
• 배터리 팩 가격
• 배터리 재료 비용
• 각 전지 화학의 가격표
• 누가 누구에게 공급하는지
• EV 배터리의 용량과 효율
• EV의 발매 모델수
• 규제 프레임워크
  • 캐나다
  • 멕시코
  • 미국
• 밸류체인과 유통채널 분석

제5장 시장 세분화

• 바디 유형
  • 버스
  • LCV
  • M&HDT
  • 승용차
• 추진 유형
  • BEV
  • PHEV
• 배터리 화학
  • LFP
  • NCA
  • NCM
  • NMC
  • 기타
• 용량
  • 15-40 kWh
  • 40-80 kWh
  • 80kWh 이상
  • 15kWh 미만
• 배터리 형상
  • 원통형
  • 가방
  • 각형
• 방식
  • 레이저
  • 와이어
• 컴포넌트
  • 애노드
  • 캐소드
  • 전해액
  • 세퍼레이터
• 재료 유형
  • 코발트
  • 리튬
  • 망간
  • 천연 흑연
  • 니켈
  • 기타 재료
• 국가명
  • 캐나다
  • 미국

제6장 경쟁 구도

• 주요 전략 동향
• 시장 점유율 분석
• 기업 상황
• 기업 프로파일
  • A123 Systems LLC
  • ACDELCO(Subsidiary Of General Motors)
  • American Battery Solutions Inc.
  • Clarios International Inc.
  • Contemporary Amperex Technology Co. Ltd.(CATL)
  • Electrovaya Inc.
  • Envision AESC Japan Co. Ltd.
  • LG Energy Solution Ltd.
  • Nikola Corporation
  • Panasonic Holdings Corporation
  • QuantumScape Corp.
  • SK Innovation Co. Ltd.

제7장 CEO에 대한 주요 전략적 질문

제8장 부록

• 세계 개요
  • 개요
  • Porter's Five Forces 분석 프레임워크
  • 세계의 밸류체인 분석
  • 시장 역학(DROs)
• 정보원과 참고문헌
• 도표 일람
• 주요 인사이트
• 데이터 팩
• 용어집

영문목차

The North America EV Battery Pack Market size is estimated at 15.76 billion USD in 2025, and is expected to reach 33.94 billion USD by 2029, growing at a CAGR of 21.13% during the forecast period (2025-2029).

Battery manufacturing plants are expected to fuel the growth of the North American electric vehicle industry

• From 2017 to 2023, there has been a significant increase in the production and adoption of electric vehicles in North America. In 2017, the total number of electric vehicles produced in North America was approximately 200,000, which increased to over 400,000 in 2022. This growth can be attributed to various factors, including government incentives, lower battery prices, and increased consumer awareness. Research and development efforts in the electric vehicle industry have also been increasing in recent years.
• The electric vehicle battery pack market in North America is experiencing significant growth, largely driven by government subsidies and incentive programs. In recent years, there has been a marked increase in the adoption of electric vehicles due to these programs, which aim to promote the use of environmentally friendly transportation. For instance, the US government has introduced tax credits of up to USD 7,500 for the purchase of electric vehicles, making them more affordable and accessible to a wider audience.
• Further, the development of battery manufacturing plants is critical to the growth of the EV market in North America. Currently, most EV batteries are manufactured in Asia, primarily in China and South Korea. However, there are plans to build more battery manufacturing plants in North America, which will help to reduce the region's reliance on imported batteries and support the growth of the local EV industry. According to a report by Bloomberg New Energy Finance, North America is expected to invest USD 360 billion in EV infrastructure by 2040 as the region seeks to reduce its carbon emissions and transition to cleaner transportation. Overall, the future of electric vehicles and battery packs in North America is promising.

Government support and investments driving electric vehicle adoption in the United States and Canada

• The North American electric vehicle (EV) battery pack market has witnessed robust growth in recent years, with both the United States and Canada seeing a surge in EV adoption. This uptick can be attributed to several factors, including government incentives, tightening emission regulations, growing environmental consciousness among consumers, and advancements in charging infrastructure.
• At various levels, governments across North America have been rolling out policies and incentives to spur EV adoption. These initiatives encompass tax credits, grants, rebates, and investments in charging infrastructure. Such support has bolstered consumer interest in EVs, thereby driving the demand for battery packs. Notably, major automakers and battery manufacturers are ramping up their production capacities for EV battery packs in the regional market. Tesla, for instance, operates its gigafactory in Nevada, United States, which is solely dedicated to battery production. Other industry giants like General Motors, Ford, and Volkswagen have also unveiled plans to establish their own domestic battery production facilities.
• Continued R&D endeavors in battery technology are focused on enhancing energy density, cost reduction, and extending the range of EVs. Innovations like solid-state batteries, rapid-charging capabilities, and prolonged battery life are poised to propel the market further. Additionally, the availability of key battery materials is a crucial factor. North America boasts substantial reserves of vital materials like lithium, nickel, and cobalt, which can bolster localized production and supply chain activities over the coming years.

North America EV Battery Pack Market Trends

The major players in the North American electric vehicle market include Tesla, Toyota, Ford, Hyundai, and Honda

• The North American electric vehicle market is majorly driven by the five major players, accounting for more than 70% of the market in 2023. These prominent players include Tesla, Toyota Group, Ford Group, Hyundai, and Honda. Tesla is the highest seller of electric vehicles in the various North American countries, accounting for around 33% of the market. The company focuses on strong innovation technologies and has strong strategic partnerships with various EV components (such as a battery) manufacturers. Being a US-based company, it has a strong customer base with great product and service offerings in major countries like the United States and Canada across North America.
• Toyota Group is the second largest seller of electric vehicles, accounting for around 30.8% market share across North America. The company has a strong supply chain and distribution network. Toyota has a reliable brand image among its customers. It ranks third in EV sales across various countries in North America. Ford Group acquired it with around 9.9% of the market share. The company has a large customer base in North American countries due to its strong brand image and diverse offerings.
• Hyundai is the fourth largest player, acquiring around 5.48% of the market share in EV sales across North America. The company has a strong production and supply chain network, with wide innovative and diverse products offered for various types of customers looking from reasonable to premium pricing. The fifth-largest player operating in the EV market is Honda, maintaining its market share at around 5.22%. Some of the other players selling EVS in North America include Jeep, Chevrolet, BMW, and Volvo.

The United States was the largest market with huge EV demand and captured more than 60% of the battery pack market across the region in 2023

• In 2023, the demand for batteries surged as the number of electric vehicles steadily climbed across several North American countries. Many other brands and models are sold in the region, but the top five models in 2023, the Tesla Model Y, Tesla Model 3, Toyota Rav 4, Toyota Sienna, and Honda CRV, acquired a significant portion of the market. With 247,344 units sold in the United States in 2023, the Tesla Model Y maintained its top spot. The Model Y is very well-liked because of its long range, strong seating capacity, and huge luggage capacity.
• The Tesla Model 3 took second place with 215,500 sales in the United States in 2023. The rear-wheel drive and performance versions of the vehicle are available. Due to its strong performance characteristics, Model 3 is drawing customers. The Toyota Rav4 took third position in electric car sales, with sales of 149,938 in the United States and throughout North America. The vehicle has plug-in hybrid technology and several ADAS features, including Toyota Safety Sense.
• The Toyota Sienna has acquired fourth place in the electric vehicle models' sales, with 69,720 in the United States. The car comes with the option of a 2.5 l engine with a hybrid powertrain. Consumers with big families looking for seven-seater cars have positively responded to the Toyota Sienna. The fifth place was acquired by the Honda CRV, selling 69,720 units in 2023 in the United States. Other top-selling models include Toyota Highlander, Jeep Wrangler, Toyota Camry, Honda Accord, and Ford Mustang Mach-E.

North America EV Battery Pack Industry Overview

The North America EV Battery Pack Market is fairly consolidated, with the top five companies occupying 85.66%. The major players in this market are Contemporary Amperex Technology Co. Ltd. (CATL), Envision AESC Japan Co. Ltd., LG Energy Solution Ltd., Panasonic Holdings Corporation and SK Innovation Co. Ltd. (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Electric Vehicle Sales
• 4.2 Electric Vehicle Sales By OEMs
• 4.3 Best-selling EV Models
• 4.4 OEMs With Preferable Battery Chemistry
• 4.5 Battery Pack Price
• 4.6 Battery Material Cost
• 4.7 Price Chart Of Different Battery Chemistry
• 4.8 Who Supply Whom
• 4.9 EV Battery Capacity And Efficiency
• 4.10 Number Of EV Models Launched
• 4.11 Regulatory Framework
  • 4.11.1 Canada
  • 4.11.2 Mexico
  • 4.11.3 US
• 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Body Type
  • 5.1.1 Bus
  • 5.1.2 LCV
  • 5.1.3 M&HDT
  • 5.1.4 Passenger Car
• 5.2 Propulsion Type
  • 5.2.1 BEV
  • 5.2.2 PHEV
• 5.3 Battery Chemistry
  • 5.3.1 LFP
  • 5.3.2 NCA
  • 5.3.3 NCM
  • 5.3.4 NMC
  • 5.3.5 Others
• 5.4 Capacity
  • 5.4.1 15 kWh to 40 kWh
  • 5.4.2 40 kWh to 80 kWh
  • 5.4.3 Above 80 kWh
  • 5.4.4 Less than 15 kWh
• 5.5 Battery Form
  • 5.5.1 Cylindrical
  • 5.5.2 Pouch
  • 5.5.3 Prismatic
• 5.6 Method
  • 5.6.1 Laser
  • 5.6.2 Wire
• 5.7 Component
  • 5.7.1 Anode
  • 5.7.2 Cathode
  • 5.7.3 Electrolyte
  • 5.7.4 Separator
• 5.8 Material Type
  • 5.8.1 Cobalt
  • 5.8.2 Lithium
  • 5.8.3 Manganese
  • 5.8.4 Natural Graphite
  • 5.8.5 Nickel
  • 5.8.6 Other Materials
• 5.9 Country
  • 5.9.1 Canada
  • 5.9.2 US

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 A123 Systems LLC
  • 6.4.2 ACDELCO (Subsidiary Of General Motors)
  • 6.4.3 American Battery Solutions Inc.
  • 6.4.4 Clarios International Inc.
  • 6.4.5 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.6 Electrovaya Inc.
  • 6.4.7 Envision AESC Japan Co. Ltd.
  • 6.4.8 LG Energy Solution Ltd.
  • 6.4.9 Nikola Corporation
  • 6.4.10 Panasonic Holdings Corporation
  • 6.4.11 QuantumScape Corp.
  • 6.4.12 SK Innovation Co. Ltd.

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms