Stratistics MRC에 따르면 세계의 EV 배터리 리스 시장은 2025년 59억 달러를 차지하고 예측 기간 중 CAGR 24.6%로 확대되어 2032년까지 278억 달러에 이를 전망입니다.
EV 배터리 리스는 전기자동차 배터리를 차량과 함께 판매하지 않고 임대 방식으로 개별적으로 제공하는 서비스 모델입니다. 이 메커니즘을 통해 사용자는 배터리 교체 및 업그레이드에 유연하게 대응하면서 배터리 사용료를 정기적으로 지불할 수 있습니다. 차량과 배터리는 별도의 자산으로 취급되며 배터리의 소유권과 책임은 공급자로 옮겨집니다. 이는 전기자동차 이용시 자본 지출과 운영 비용을 분리합니다.
전기자동차의 보급
세계 전동 이동성으로의 전환이 증가함에 따라 전기자동차의 보급이 급증함에 따라 배터리리스 솔루션에 대한 수요가 크게 늘어나고 있습니다. 초기 구매 비용을 줄일 필요성에 힘입어 배터리 리스는 배터리 소유권을 차량 비용에서 분리하는 실행 가능한 재무 모델로 등장했습니다. 상용 플릿이나 Mobility-as-a-Service 사업자에게 있어서 이 모델의 확장성이 동기가 되어, 지역간에 채용이 퍼지고 있습니다. 배터리의 에너지 밀도 상승과 Battery-as-a-Service(BaaS) 플랫폼의 발전에 힘입어 임대는 지속 가능한 EV 인에이블러로 자리매김하고 있습니다.
제한된 배터리 리스 인프라
시장이 성장할 수 있음에도 불구하고 배터리 리스 인프라가 제한되어 있다는 것은 특히 신흥 시장에서 중요한 억제요인이 되고 있습니다. 민간 파트너십이 불충분하기 때문에 서비스 스테이션, 진단, 디지털 플랫폼 등 임대에 필요한 생태계가 아직 정비되지 않은 상태입니다.
혁신적인 배터리 재활용 솔루션
지속가능성과 순환형 경제모델이 중시되어 리스프로그램과 일체화된 배터리 재활용에 유리한 기회가 탄생하고 있습니다. 리스 및 재활용업체 간의 파트너십에 힘입어 재료 회수를 최적화하는 폐쇄 루프 시스템이 전개되고 있습니다.
기존 EV 구매와의 경쟁
EV의 완전 소유 매력 증가는 배터리 리스 모델의 광범위한 채용에 대한 도전을 계속하고 있습니다. OEM 주도의 차량 완전소유 인센티브로 인해, 제조 업체는 종종 번들되지 않은 배터리 서비스보다 번들 서비스를 선호합니다.
COVID-19의 대유행은 EV의 상황을 일변시켜 독특한 형태로 배터리리스의 보급에 영향을 주었습니다. 록다운 중 차량 이용률 저하에 힘입어 임대 모델은 운영 비용의 우위를 제공하고 장기적인 헌신을 최소화했습니다.
예측 기간 동안 리튬 이온(Li-ion) 부문이 최대가 될 전망
리튬이온(Li-ion) 부문은 EV에 선호되는 화학물질로서 우위를 차지하고 있기 때문에 예측기간 중 최대 시장 점유율을 차지할 것으로 예측됩니다. 급속 충전과 경량 리튬 이온 배터리의 진보는 리스의 매력을 높이고 있습니다.
예측 기간 동안 유료 모델 분야의 CAGR이 가장 높아질 전망
예측 기간 동안 유연하고 사용자 중심의 배터리 액세스 솔루션에 대한 수요에 영향을 받으며 유료 사용 모델 분야가 가장 높은 성장률을 보일 것으로 예측됩니다. 종량 과금 모델은 공유 모빌리티 증가와 도시 지역의 EV 도입에 부합하고 있습니다.
예측 기간 동안 아시아태평양이 가장 큰 시장 점유율을 차지할 것으로 예측됩니다. 정부의 인센티브와 배터리 기술에 대한 투자가 시장을 더욱 강화하고 있습니다.
예측 기간 동안 북미는 가장 높은 CAGR을 보여줄 것으로 예측됩니다. 클린 에너지와 EV의 도입을 촉진하는 정부의 정책이 시장 확대를 가속합니다.
According to Stratistics MRC, the Global EV Battery Leasing Market is accounted for $5.9 billion in 2025 and is expected to reach $27.8 billion by 2032 growing at a CAGR of 24.6% during the forecast period. EV Battery Leasing is a service model where the electric vehicle's battery is not sold with the vehicle but is provided separately on a lease basis. This structure allows users to pay a recurring fee for battery use while retaining flexibility around battery replacement and upgrades. The vehicle and the battery are treated as distinct assets, shifting the ownership and responsibility of the battery to the provider. It separates capital expenditure from operating cost in electric vehicle usage.
Rising adoption of electric vehicles
The rising global transition toward electric mobility is significantly driving demand for battery leasing solutions as EV adoption surges. Spurred by the need to reduce upfront purchase costs, battery leasing has emerged as a viable financial model that separates battery ownership from vehicle cost. Motivated by the scalability of this model for commercial fleets and mobility-as-a-service operators, adoption is widening across regions. Backed by rising energy density in batteries and advancements in battery-as-a-service (BaaS) platforms, leasing is positioned as a sustainable EV enabler.
Limited battery leasing infrastructure
Despite the market's growth potential, limited battery leasing infrastructure poses a major restraint, especially in emerging markets. Driven by a lack of standardized leasing policies and fragmented service networks, adoption faces logistical challenges. Backed by inadequate public-private partnerships in some regions, the required ecosystem for leasing-including service stations, diagnostics, and digital platforms-remains underdeveloped. Fueled by these gaps, EV manufacturers and governments must collaborate to establish scalable, cross-compatible leasing frameworks.
Innovative battery recycling solutions
The growing emphasis on sustainability and circular economy models is creating lucrative opportunities in battery recycling integrated with leasing programs. Backed by the rise of second-life battery applications in energy storage systems, leased batteries can generate extended value beyond mobility. Fueled by partnerships between leasing providers and recycling firms, closed-loop systems are being deployed to optimize material recovery. Motivated by environmental regulations and producer responsibility directives, innovation in battery collection, refurbishing, and reprocessing is accelerating.
Competition from traditional EV purchasing
The growing appeal of outright EV ownership continues to challenge the widespread adoption of battery leasing models. Backed by the proliferation of home-charging solutions and advanced battery warranties, the need for external leasing services diminishes in some segments. Guided by OEM-led incentives on full vehicle ownership, manufacturers often prioritize bundled offerings over unbundled battery services. Motivated by these market behaviors, battery leasing providers must enhance service transparency, residual value assurance, and ease of access to stay competitive.
The COVID-19 pandemic reshaped the EV landscape, influencing battery leasing uptake in unique ways. Spurred by economic uncertainty and reduced capital availability, many consumers shifted their preference toward flexible ownership models, including battery leasing. Driven by lower vehicle utilization during lockdowns, leasing models offered operational cost advantages and minimized long-term commitments. Motivated by the post-pandemic focus on sustainable recovery, governments began exploring new incentives tied to leasing and energy-sharing solutions.
The lithium-ion (Li-ion) segment is expected to be the largest during the forecast period
The lithium-ion (Li-ion) segment is expected to account for the largest market share during the forecast period, propelled by its dominance as the preferred chemistry in EVs. Their superior performance and reliability make them the preferred choice for leasing programs. The scalability of lithium-ion technology allows for flexible leasing models across various EV types. Advances in fast-charging and lightweight lithium-ion batteries enhance leasing appeal. The growing production of EVs with lithium-ion batteries drives demand for leasing solutions. Their established infrastructure and cost advantages further solidify market leadership.
The pay-per-use model segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the pay-per-use model segment is predicted to witness the highest growth rate, influenced by demand for flexible and user-centric battery access solutions. This model allows users to pay for battery usage based on mileage or time, reducing upfront costs. Pay-per-use models align with the rise of shared mobility and urban EV adoption. Technological advancements in battery monitoring and digital payment systems support this model's expansion. The convenience of pay-per-use leasing attracts cost-conscious consumers seeking flexible EV solutions.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, fuelled by, rapid electrification of transport and widespread government support for battery leasing frameworks. China's aggressive push for EV adoption and battery leasing programs drives regional dominance. Government incentives and investments in battery technology further strengthen the market. The presence of major EV manufacturers and leasing providers enhances growth. Rising disposable incomes and environmental awareness fuel the region's leadership.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by a growing focus on energy resilience and modular EV ownership. The U.S. leads with significant investments in battery leasing and swapping technologies. High consumer demand for EVs and cost-effective leasing models drive rapid growth. Government policies promoting clean energy and EV adoption accelerate market expansion. The region's strong financial ecosystem supports leasing program development. Increasing adoption of subscription-based leasing models further boosts growth.
Key players in the market
Some of the key players in EV Battery Leasing Market include Easymile, BlueSG, Mahindra Electric, Ampere Vehicles, Ather Energy, Hero Electric, Bollore Group, HOP Energy, Eneco eMobility, Go Electric, NIO Inc., Tesla Inc., BYD Company Limited, Hyundai Motor Company, LG Energy Solution Ltd., SK Innovation Co., Ltd., Panasonic Holdings Corporation, BMW AG, Daimler Truck AG, and Volkswagen Group.
In June 2025, Easymile introduced a battery leasing program for its autonomous shuttles. It reduces upfront costs for urban mobility solutions, offering flexible payment plans and maintenance services to enhance affordability and accessibility.
In April 2025, Mahindra Electric introduced a battery leasing model for its electric SUVs. It offers flexible payment plans for fleet operators, reducing ownership costs and promoting EV adoption in commercial transportation sectors.
In March 2025, Ampere Vehicles unveiled a battery leasing program for its electric two-wheelers. Targeting cost-conscious consumers in India, it offers affordable battery subscriptions with maintenance, boosting EV accessibility and sustainability.