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北美電動車電池組件市場 - 各區域分析：按車輛類型、電池化學成分、電池形狀、生態系統類型、組件類型、材料類型和國家分類 - 分析和預測（2025-2035年）
市場調查報告書
商品編碼
1896737

北美電動車電池組件市場 - 各區域分析：按車輛類型、電池化學成分、電池形狀、生態系統類型、組件類型、材料類型和國家分類 - 分析和預測（2025-2035年）

North America Electric Vehicle Battery Components Market - A Regional Analysis: Focus on Vehicle Type, Battery Chemistry, Cell Format, Ecosystem Type, Component Type, Material Type, and Country Analysis - Analysis and Forecast, 2025-2035
出版日期: | 出版商: BIS Research | 英文 171 Pages | 商品交期: 1-5個工作天內

價格

北美電動車電池組件市場透過提供外殼、匯流排、結構沖壓件、溫度控管系統、電池材料和管理電子設備，支持該地區向電動出行的轉型，這些設備將電池化學轉化為安全、適於道路行駛的推進力。

電動車的需求涵蓋所有平台，包括兩輪和三輪車、客車、商用卡車和巴士以及越野設備。雖然鋰離子電池佔據主導地位，但其應用範圍涵蓋多種化學體系，包括傳統的鉛酸電池和新興化學體系，以及各種電池形狀（圓柱形、軟包、棱柱形）和材料（從鋁製機殼到銅/鋁匯流排以及正負極材料）。市場發展受到供應鏈本地化、效能和安全性快速提升以及電池組架構轉變為電池到電池組和結構整合的影響。同時，政策、關稅和含量限制正推動電池生產更靠近美國、加拿大和墨西哥的車輛組裝。

關鍵市場統計資料
預測期 2025-2035
2025年評估 154億美元
2035年預測 598.5億美元
年複合成長率 14.54%

市場概覽

2024年，北美電動車電池組件市場規模為131.1億美元。在較現實的情境下，預計該市場將從2025年至2035年以14.54%的年複合成長率成長，到2035年達到598.5億美元。該成長反映了電動車的日益普及、對本地化電芯和組件製造的大規模投資，以及提高能量密度、降低成本和增強安全性的技術創新。從輕型車輛擴展到商用車輛和特殊/越野應用領域，進一步擴大了潛在市場規模，而更大的電池組容量也推動了單車組件用量的增加。從結構上看，整個電池堆的價值預計將隨著時間的推移而成長。核心電工材料（陽極/陰極）將保持最大的市場佔有率，而全部區域新建超級工廠和電池組生產線的建設，外殼、匯流排、沖壓結構、溫度控管系統和電池管理系統（BMS）硬體的規模也將擴大。

北美電動車電池組件市場的近期影響主要體現在專案進度、電池組性能和採購經濟性方面。更高的能量密度和結構整合（電芯到電池組/電芯到底底盤）使得釋放的品質和體積可以重新分配到續航里程和負載容量，而模組化匯流排和散熱設計則簡化了組裝和維護。人工智慧驅動的電池管理系統（BMS）和嚴格的散熱設計提高了高充電速率下的可靠性和安全性，支援快速普及和車隊運轉率。在採購方面，IRA/USMCA 的在地採購規則以及2024-2025年的電芯、材料和子組件關稅重塑選擇標準。除了價格之外，原始設備製造商（OEM）還優先考慮國內生產基地、符合不斷變化的安全標準的認證、可追溯性以及回收材料採購管道，以維持消費者稅額扣抵。這些因素導致供應商名單縮減，有利於規模更大、合格更高的新參與企業，並且傾向於在車輛開發早期階段就授予合約。這是由於電池組架構圍繞標準化介面（例如符合 NACS 標準的充電埠）和檢驗的機殼/通風策略而趨於一致。

對產業的影響

工業基礎正以前所未有的速度擴張。自2021年以來，北美地區已宣布興建眾多超級工廠、正負極工廠、隔膜生產線、箔材製造廠、機殼鑄造和加工中心以及回收中心，這些工廠通常位置原始設備製造商（OEM）的組裝廠。現有供應商也積極轉型。壓鑄廠、沖壓廠和線束製造商將產能轉向電池外殼、結構托盤、疊層匯流排和高壓互連連線，而材料製造商則在擴大正極前驅體和矽增強型負極的生產規模。這些投資將價值獲取從進口轉移到本地生態系統，增強抵禦全球衝擊的能力，並在歷史上差距最為嚴重的中游環節培養長期發展能力。

市場區隔:

區分1：依車輛類型

  • 電動摩托車
  • 電動三輪車
  • 電動客車
  • 電動商用車
  • 電動越野車

電動客車將推動北美電動車電池組件市場的發展（依車輛類型）。

電動客車將繼續主導北美電動車電池組件市場，預計市場規模將從2024年的127.797億美元成長至2035年的558.622億美元。這一主導地位反映了搭乘用電動車專案的廣泛普及和持續擴張，其中電池組容量、外殼以及陽極負極材料佔據了組件需求的大部分。同時，商用電動車預計將實現最快成長，市場規模將從2024年的1.992億美元成長至2035年的27.587億美元，主要得益於送貨車輛、重型卡車和巴士的電氣化。電動越野車也展現出巨大的成長潛力，市場規模將從2024年的3,930萬美元成長至2035年的6.785億美元，主要得益於採礦、建設業和農業領域的電氣化發展。預計二輪車和三輪車市場將從小規模的基數（2024年分別為6550萬美元和2620萬美元）成長到2035年分別達到3.537億美元和2.009億美元。總而言之，這些趨勢表明，雖然客車仍然是市場價值的基礎，但成長動力轉向零件密度更高的商用車和特殊車輛。

區分2：依電池化學

  • 鉛酸電池
  • 鋰離子
  • 其他

鋰離子電池引領北美電動車電池組件市場（依電池化學）

預計鋰離子電池將引領北美電動車電池組件市場，市場規模將從2024年的122.58億美元成長至2035年的581.904億美元。這一主導地位反映了鋰離子電池在客車和商用電動車（EV）中的廣泛應用，這得益於高鎳電池化學體系提升續航里程以及磷酸鋰鐵（LFP）電池在成本和耐用性方面的優勢。同時，鉛酸電池預計將以較為溫和的速度成長，從2024年的5.505億美元成長至2035年的11.122億美元，但其應用將僅限於輔助和低壓應用。其他類別（包括新興化學系統和傳統鎳氫電池）預計將從2024年的3.015億美元成長至2035年的5.514億美元，雖然該類別目前仍屬於小眾市場，但仍將是具有重要戰略意義的創新領域。

區分3：依電池形狀

  • 袋式電池
  • 圓柱形電池
  • 棱柱形電池
  • 其他

圓柱形電池引領北美電動車電池組件市場（依電池形狀）

在北美電動車電池組件市場，圓柱形電池佔據最大市場佔有率，預計將從2024年的63.964億美元成長到2035年的265.262億美元，這主要得益於製造技術的成熟和4,680型電池產能的擴張。然而，隨著汽車製造商擴大採用單體電池和結構化電池包設計，方形電池預計將呈現最快的成長速度，從2024年的20.343億美元成長到2035年的215.031億美元。軟包電池因其節省空間的特性，預計將繼續保持其重要性，市場規模將從2024年的40.895億美元穩步成長到2035年的103.175億美元。其他類型的電池預計將從5.898億美元成長到15.071億美元，凸顯了不斷發展的電動車生態系統中電池形狀的多樣性。

區分4：依零件類型

  • 電池倉
  • 匯流排
  • 沖壓件（不含匯流排沖壓件）
  • 其他（陽極和陰極）

陽極和陰極材料在北美電動車電池零件市場（依組件）中佔據最大佔有率。

在所有組件中，陽極負極材料是北美電動車電池組件市場中價值最大、最重要的組成部分。2024年，該細分市場規模達114.057億美元，預計到2035年將達到534.637億美元，並將成為該地區供應鏈的基石。這些電極材料在成本結構和性能方面都發揮著非常重要的作用，並且與滿足IRA（工業資源管理局）的要求密切相關，因此對於希望獲得消費者獎勵的原始設備製造商（OEM）而言，它們非常重要。這一快速成長反映了該地區電動車的普及規模以及鋰、鎳、鈷和石墨等中間加工環節本地化的戰略推進。

細分5：依材料類型

  • 電池機殼材料
    • 鋼材
    • 鋁
    • GFRP
    • 碳纖維增強塑膠（CFRP）
  • 匯流排材質
    • Cooper
    • 鋁
    • 其他
  • 其他（陽極/陰極材料、沖壓件）
    • 鈷
    • 鋰
    • 天然石墨
    • 錳
    • 其他

在北美電動車電池組件市場，電池外殼材料細分市場預計將從2024年的6.555億美元成長到2035年的27.196億美元，這主要得益於鋁材的輕量化、耐腐蝕性和可回收性，預計鋁材市場將從2024年的5.243億美元成長到2035億美元的1.57億美元。鋼材在2024年的市場規模為9,830萬美元，預計到2035年將成長到3.586億美元，繼續在對強度和成本要求較高的應用中保持其重要性。複合材料，例如玻璃纖維增強複合材料（GFRP）和碳纖維增強複合材料（CFRP），在2024年的市場規模分別為1980萬美元和1310萬美元，預計到2035年將分別成長到1.125億美元和9270萬美元，這些材料在先進的電池外殼中具有隔熱和輕量化和輕量化的電池外殼中具有隔熱和輕量化。

細分6：依國家分類

  • 美國
  • 加拿大
  • 墨西哥

美國在北美電動車電池零件市場（依國家）保持主導地位。

預計美國仍將是北美最大、最具影響力的電動車電池零件市場。2024年，美國市場規模預計將達到131.74億美元，到2035年將成長至532.7億美元，鞏固了其在北美電氣化策略中的核心地位。該成長得益於美國本土企業和國際合資企業的大規模超級工廠投資，以及《通貨膨脹控制法案》（IRA）的強力政策支持。與在地採購、含量限制和回收整合相關的激勵措施，正鼓勵OEM和一級供應商將其供應鏈的關鍵環節轉移到美國。

需求 - 促進因素、限制因素和機會

市場需求促進因素：快速電氣化、政策支援與在地化

北美電動車電池組件市場正經歷快速成長，這主要得益於技術、監管和策略等多方面因素的共同作用。其中，客車快速電氣化是關鍵促進因素之一，其大規模的產量和成熟的專案持續支撐著市場。此外，商用車（尤其是貨車、巴士和重型卡車）的快速普及也進一步推動了這項需求。這些車輛採用更大容量的電池組，帶動了對電池外殼、匯流排和高價值電極材料的需求。

政府政策也是需求的關鍵促進因素。美國《通貨膨脹控制法案》（IRA）透過與國產化率、關鍵礦產和回收稅額扣抵，為消費者和製造商提供了強力的獎勵。這些措施，加上美墨加協定（USMCA）的原產地規則以及對進口電池和材料的關稅，鼓勵對區域化供應鏈進行大規模投資。在加拿大，關鍵礦產策略和正陽極計劃協調汽車製造商的電動車生產工作，而墨西哥融入區域組裝網路則為本地電池組和零件製造創造了新的機會。

市場挑戰 - 供應鏈限制、認證瓶頸、政策不確定性

儘管發展動力強勁，但北美電動車電池零件市場仍面臨結構性和營運性挑戰，這些挑戰可能會限制其成長，主要原因是該地區持續依賴進口關鍵礦物和中間材料，例如加工後的鋰、鎳和石墨。雖然美國和加拿大推進新計畫，但提高採礦、提煉和加工能力需要數年時間，這使得該地區容易受到價格波動和地緣政治風險的影響。

生產擴張的瓶頸也帶來了重大挑戰。電極加工、沖壓和鑄造設備的安裝前置作業時間可能長達18至24個月，而熟練勞動力短缺，尤其是在先進製造、材料科學和品管，增加了生產計畫延誤的風險。汽車製造商的認證要求以及對不斷變化的標準（例如UL、SAE和FMVSS的更新）的監管合規性進一步延長了研發週期，使得產品上市時間成為新參與企業面臨的主要阻礙因素。政策的不確定性進一步加劇了這些挑戰。儘管《通貨膨脹控制法案》（IRA）和《美國-墨西哥-加拿大協定》（USMCA）下的激勵措施提供了強力的推動力，但未來政治領導人和貿易政策的變化可能會改變稅額扣抵合格、採購要求和關稅結構。這使得供應商為數十億美元的資本投資進行規劃變得更加複雜。

市場機會 - 先進材料、回收、區域整合

儘管面臨諸多挑戰，北美電動車電池組件市場仍蘊藏豐富的機會。鋁、複合材料（玻璃纖維增強複合材料、碳纖維增強複合材料）和層壓匯流排等輕量高強度材料為電池外殼和互連件開闢新的差異化途徑。這些創新直接助力汽車製造商實現續航里程、安全性和成本競爭力目標，同時推動電池結構設計的轉型。儘早投資於這些技術的供應商將在不斷發展的價值鏈中佔據有利地位。

回收和資源再生也蘊藏著巨大的機會。超級工廠的快速擴張導致生產廢棄物和廢棄舊電池的產生量不斷增加。能夠回收鋰、鈷、鎳和石墨的設施不僅可以減少對環境的影響，還能提供可靠的二次資源，幫助汽車製造商滿足工業回收計劃（IRA）的信貸合格要求。因此，將回收融入營運的企業能夠與OEM建立長期夥伴關係，並降低原料採購風險。

產品/創新策略 - 本報告將化學技術藍圖和封裝設計演變與對外殼、匯流排材料、沖壓件和電極材料等組件的影響聯繫起來，使研發團隊能夠將設計檢驗、可製造性和安全合規性與電池到封裝和結構架構的過渡保持一致。

成長與行銷策略 - 北美電動車電池零件市場為現有汽車零件供應商和新參與企業都提供了巨大的成長機會。各公司正採取多種策略，包括併購、合資和區域產能擴張，以支持美國、加拿大和墨西哥超級工廠和電動車生產設施的快速擴張。原始設備製造商（OEM）、一級供應商和材料專家之間的策略聯盟在確保在地採購訂單鏈、使零件符合《工業關係法》（IRA）和《美墨加協定》（USMCA）的規定以及贏得長期專案方面發揮著核心作用。

競爭策略 - 本報告分析了北美電動車電池組件市場的主要企業，包括Magna、Nemak、Dana、Aptiv、Amphenol、Methode、Interplex，以及材料專家，例如Albemarle、Umicore、Redwood Materials。全面的競爭格局分析揭示了供應商如何透過製程能力、區域擴張、回收整合以及滿足IRA/USMCA在在地採購要求來實現差異化競爭。

調查方法

資料預測和建模因素

  • 北美電動車電池零件市場分析的基礎貨幣為美元（USD）。除美元以外的其他貨幣均按年度平均匯率轉換為美元，用於所有統計計算。
  • 貨幣兌換率以 Oanda 網站的歷史外匯為準。
  • 本研究已考慮了2021年 1月至2024年 3月期間的幾乎所有最新趨勢。
  • 本報告中所呈現的資訊是深入的一手訪談、調查和二手分析的結果。
  • 在缺乏相關資訊的情況下，採用替代指標和外推法。
  • 市場估計和預測並未考慮未來的景氣衰退。
  • 預計在預測期內，目前使用的技術將繼續沿用，不會出現任何重大的技術突破。

市場估計和預測

本研究利用了廣泛的二手資料，包括權威出版物、知名作者的報導、白皮書、公司年報、名錄和關鍵資料庫，以收集有用且有效的資訊，對北美電動汽車電池組件市場進行全面、技術性、市場導向性和商業性的二級資訊來源。市場工程流程包括市場統計資料的計算、市場規模估算、市場預測、市場分析和資料三角驗證（下文將討論處理這些定量資料的方法）。此外，還進行了初步研究，以收集和檢驗有關市場細分類型和主要市場參與者行業趨勢的市場資料。

目錄

執行摘要

第1章 市場：產業展望

  • 趨勢：現況及未來影響評估
  • 供應鏈概覽
  • 研發評論
  • 監管狀態
  • 關稅影響分析
  • 北美分析
  • 市場動態概述

第2章 應用

  • 使用情況概述
  • 北美電動車（EV）電池組件市場（依車輛類型）
    • 電動摩托車
    • 電動三輪車
    • 電動客車
    • 電動商用車
    • 電動越野車
  • 北美電動車（EV）電池組件市場（依電池化學）
    • 鉛酸電池
    • 鋰離子
    • 其他
  • 北美電動車（EV）電池組件市場（依電池形狀）
    • 袋式電池
    • 圓柱形電池
    • 棱柱形電池
    • 其他

第3章 產品

  • 產品概述
  • 北美電動車電池組件市場（依組件）
    • 電池倉
    • 匯流排
    • 沖壓件（不含匯流排沖壓件）
    • 其他（陽極和陰極）
  • 北美電動車（EV）電池組件市場（依材料類型）
    • 電池外殼材料
    • 匯流排材料
    • 其他（陽極/陰極材料和沖壓件）

第4章 區域

  • 區域概況
  • 北美：促進因素與抑制因素
  • 美國
  • 加拿大
  • 墨西哥

第5章 市場 - 競爭格局與公司概況

  • 未來展望
  • 地理評估
  • 競爭性標竿分析
    • 主要企業的競爭優勢與市場差異化因素
    • 主要企業之間有哪些供應商關係？
    • 主要電動車（EV）電池組件供應商/製造商名單
  • 公司簡介
    • Magna International Inc.
    • Eaton Corporation plc
    • The Electric Materials Company（TEMCO）
    • Methode Power Solutions Group（Methode Electronics, Inc.）
    • Aptiv Plc
    • Amphenol Corporation
    • Weiss-Aug Group
    • Perfection Spring & Stamping Corp.
    • Standard Die International, Inc
    • Nemak
    • Interplex PLC
    • Dana Incorporated
    • Albemarle Corporation
    • Umicore NV
    • Redwood Materials

第6章 調查方法

Product Code: AME3485SA

This report can be delivered within 1 working day.

Introduction of the North America Electric Vehicle Battery Components Market

The North America electric vehicle battery components market underpins the region's transition to electrified mobility by supplying the housings, busbars, stamped structures, thermal systems, cell materials, and management electronics that convert cell chemistry into safe, road-ready propulsion. Demand spans the full spectrum of EV platforms, including two- and three-wheelers, passenger cars, commercial trucks and buses, and off-road equipment, and cuts across multiple chemistry families, covering lithium-ion dominant, with legacy lead-acid and emerging chemistries, cell formats (cylindrical, pouch, prismatic), and materials (aluminum housings to copper/aluminum busbars and anode/cathode inputs). The market's evolution is shaped by localization of supply chains, rapid advances in performance and safety, and pack-level architecture shifts toward cell-to-pack and structural integration, all while policy, tariffs, and content rules push production closer to vehicle assembly across the U.S., Canada, and Mexico.

KEY MARKET STATISTICS
Forecast Period2025 - 2035
2025 Evaluation$15.40 Billion
2035 Forecast$59.85 Billion
CAGR14.54%

Market Introduction

In 2024, the North America electric vehicle battery components market totaled $13.11 billion. Under the realistic scenario, the market is projected to reach $59.85 billion by 2035, supported by a 14.54% CAGR (2025-2035). Growth reflects surging EV adoption, large-scale investment in localized cell and component manufacturing, and technology improvements that increase energy density, reduce cost, and raise safety margins. Segment expansion beyond light-duty vehicles into commercial fleets and specialty/off-road applications further broadens the addressable base, with larger pack sizes amplifying component intensity per vehicle. Structurally, value increase over a period of time across the stack; core electro-materials (anode/cathode) remain the largest slice, while housings, busbars, stamped structures, thermal systems, and BMS hardware scale alongside new gigafactories and pack lines across the region.

The North America electric vehicle battery components market near-term impact is most visible in program cadence, pack performance, and procurement economics. Higher energy density and structural integration (cell-to-pack/cell-to-chassis) free mass and volume that can be redeployed to range or payload, while modular busbar and thermal designs simplify assembly and service. AI-enabled BMS and tighter thermal envelopes improve availability and safety at higher charge rates, supporting faster commissioning and fleet uptime. For procurement, IRA/USMCA content rules and 2024-2025 tariff actions on cells, materials, and sub-assemblies are reshaping award criteria; alongside price, OEMs emphasize domestic footprint, certification against evolving safety standards, traceability, and recycled content pathways to preserve consumer credit eligibility. These forces shorten supplier lists, favor scale players and qualified new entrants, and move award timing earlier in vehicle development as pack architectures converge around standardized interfaces (e.g., NACS-aligned charge ports) and validated enclosure/venting strategies.

Industrial Impact

The industrial footprint is expanding at unprecedented speed. Since 2021, North America has announced scores of gigafactories, cathode/anode plants, separator lines, foil facilities, enclosure casting and machining sites, and recycling hubs, often co-located with OEM assembly campuses. Legacy suppliers are pivoting aggressively; die-casters, stampers, and wiring specialists are retooling into battery housings, structural trays, laminated busbars, and high-voltage interconnects, while materials firms scale cathode precursors and silicon-enhanced anodes. This investment realigns value capture from imports toward regional ecosystems, builds resiliency against global shocks, and seeds long-term capability in midstream processes where historic gaps were most acute.

Market Segmentation:

Segmentation 1: by Vehicle Type

  • Electric Two-Wheeler
  • Electric Three-Wheeler
  • Electric Passenger Vehicles
  • Electric Commercial Vehicles
  • Electric Off-Road Vehicles

Electric Passenger Vehicles to Dominate the North America Electric Vehicle Battery Components Market (by Vehicle Type)

In the North America electric vehicle battery components market, electric passenger vehicles are projected to remain the dominant segment, growing from $12,779.7 million in 2024 to $55,862.2 million by 2035. This dominance reflects the large installed base and ongoing expansion of passenger EV programs, where pack sizes, housings, and anode/cathode content account for the bulk of component demand. Meanwhile, electric commercial vehicles are anticipated to post the fastest growth, expanding from $199.2 million in 2024 to $2,758.7 million by 2035, driven by the electrification of delivery fleets, heavy trucks, and buses. Electric off-road vehicles also show outsized growth potential, rising from $39.3 million in 2024 to $678.5 million by 2035 as mining, construction, and agricultural sectors pursue electrification. Two- and three-wheelers expected to grow from smaller bases ($65.5 million and $26.2 million in 2024) but will likely expand to $353.7 million and $200.9 million, respectively, by 2035. Together, these trends show that while passenger vehicles anchor market value, growth momentum is shifting toward commercial and specialty applications with higher component intensity.

Segmentation 2: by Battery Chemistry

  • Lead Acid
  • Lithium-Ion
  • Others

Lithium-Ion to Lead the North America Electric Vehicle Battery Components Market (by Battery Chemistry)

The lithium-ion segment is projected to dominate the North America electric vehicle battery components market, expanding from $12,258.0 million in 2024 to $58,190.4 million by 2035. Its leadership reflects broad adoption across passenger and commercial EVs, supported by both high-nickel chemistries for range and lithium-iron-phosphate (LFP) for cost and durability. In contrast, lead-acid batteries are projected to grow modestly from $550.5 million in 2024 to $1,112.2 million by 2035, largely limited to auxiliary and low-voltage applications. The others category (including emerging chemistries and legacy NiMH) is expected to rise from $301.5 million in 2024 to $551.4 million by 2035, remaining niche but strategically important for innovation.

Segmentation 3: by Cell Format

  • Pouch Cell
  • Cylindrical Cell
  • Prismatic Cell
  • Others

Cylindrical Cell to Dominate the North America Electric Vehicle Battery Components Market (by Cell Format)

Cylindrical cells hold the largest market share in the North America electric vehicle battery components market, growing from $6,396.4 million in 2024 to $26,526.2 million by 2035, supported by deep manufacturing maturity and scaling of 4680-class production. Prismatic cells, however, are projected to experience the fastest growth, rising from $2,034.3 million in 2024 to $21,503.1 million by 2035, as automakers increasingly adopt cell-to-pack and structural pack designs. Pouch cells are expected to expand steadily from $4,089.5 million in 2024 to $10,317.5 million by 2035, maintaining relevance in space-efficient architectures. The others category expected to grow from $589.8 million to $1,507.1 million, underscoring the diversity of form factors in the evolving EV ecosystem.

Segmentation 4: by Component

  • Battery Housing
  • Busbars
  • Stamping Components (Excluding Busbar Stamping)
  • Others (Anode and Cathode)

Anode and Cathode Materials to Dominate the North America Electric Vehicle Battery Components Market (by Component)

Among all components, anode and cathode materials represent by far the largest and most critical value pool in the North America electric vehicle battery components market. In 2024, this segment accounted for $11,405.7 million, and it is projected to reach $53,463.7 million by 2035, making it the backbone of the regional supply chain. These electrode materials are fundamental to both cost structure and performance, and they are closely tied to compliance with IRA requirements, making them essential for OEMs aiming to qualify vehicles for consumer incentives. The sharp growth reflects the scale of EV deployment in the region and the strategic push to localize midstream processing of lithium, nickel, cobalt, and graphite.

Segmentation 5: by Material Type

  • Battery Housing Materials
    • Steel
    • Aluminum
    • GFRP
    • CFRP
  • Busbar Materials
    • Cooper
    • Aluminum
    • Others
  • Others (Anode and Cathode Materials and Stamping Components)
    • Cobalt
    • Lithium
    • Natural Graphite
    • Manganese
    • Others

The battery housing materials segment is expected to grow from $655.5 million in 2024 to $2,719.6 million by 2035 in the North America electric vehicle battery components market, led by aluminum, which expanded from $524.3 million to $2,155.7 million, supported by lightweighting, corrosion resistance, and recyclability. Steel contributed $98.3 million in 2024 and is expected to grow $358.6 million by 2035, retaining importance in rugged, cost-sensitive applications. Composites such as GFRP and CFRP, scaled from $19.8 million and $13.1 million in 2024, are expected to grow $112.5 million and $92.7 million by 2035, respectively, offering thermal and weight advantages in advanced housings.

Segmentation 6: by Country

  • U.S.
  • Canada
  • Mexico

U.S. to Dominate the North America Electric Vehicle Battery Components Market (by Country)

The U.S. is projected to remain the largest and most influential market within North America electric vehicle battery components market. In 2024, the U.S. accounted for $13,107.4 million, and by 2035, this figure is forecasted to rise to $53,270.0 million, underscoring its central role in the region's electrification strategy. This growth is anchored by large-scale gigafactory investments from both domestic players and international joint ventures, coupled with strong policy support under the Inflation Reduction Act (IRA). Incentives tied to local sourcing, content rules, and recycling integration have incentivized OEMs and Tier 1 suppliers to localize critical parts of their supply chains in the U.S.

Demand: Drivers, Limitations, and Opportunities

Market Demand Drivers: Rapid Electrification, Policy Support, and Localization

The North America electric vehicle battery components market is experiencing strong demand growth, driven by a convergence of technological, regulatory, and strategic factors. One of the primary drivers is the rapid electrification of passenger vehicles, which continues to anchor the market with large-scale volumes and well-established programs. This demand is being reinforced by the accelerated adoption of commercial fleets, particularly delivery vans, buses, and heavy trucks, where larger battery packs amplify demand for housings, busbars, and high-value electrode materials.

Government policy is another key demand driver. The U.S. Inflation Reduction Act (IRA) has created powerful incentives for both consumers and manufacturers, with credits tied directly to domestic content, critical minerals, and recycling. These measures, combined with USMCA rules of origin and additional tariffs on imported cells and materials, are catalyzing large-scale investment in localized supply chains. In Canada, critical minerals strategies and cathode/anode projects are aligning with automaker commitments to EV production, while Mexico's integration into regional assembly networks is unlocking new opportunities for localized pack and component manufacturing.

Market Challenges: Supply Chain Constraints, Qualification Bottlenecks, and Policy Uncertainty

Despite strong momentum, the North America electric vehicle battery components market faces structural and operational challenges that could constrain growth. Chief among these is the persistent reliance on imported critical minerals and midstream materials such as processed lithium, nickel, and graphite. While new projects are underway in the U.S. and Canada, the ramp-up of mining, refining, and processing capacity will take years, leaving the region exposed to price volatility and geopolitical risks.

Scale-up bottlenecks also represent a significant challenge. Equipment lead times for electrode processing, stamping, and casting can stretch to 18-24 months, while a shortage of skilled labor, particularly in advanced manufacturing, materials science, and quality control, risks slowing production schedules. Qualification requirements for automakers and regulatory compliance with evolving standards (e.g., UL, SAE, FMVSS updates) further lengthen development cycles, making time-to-market a key constraint for new entrants. Policy uncertainty compounds these challenges. While IRA and USMCA incentives are strong catalysts, future changes in political leadership or trade policy could alter credit eligibility, sourcing requirements, or tariff structures. This creates planning complexity for suppliers making multi-billion-dollar capital commitments.

Market Opportunities: Advanced Materials, Recycling, and Regional Integration

Despite these challenges, the market is rich with opportunities in North America electric vehicle battery components market. Lightweight and high-strength materials, such as aluminum, composites (GFRP, CFRP), and laminated busbars, are creating new avenues for differentiation in housings and interconnects. These innovations directly support automaker targets for range, safety, and cost competitiveness, while also enabling the transition to structural battery designs. Suppliers who invest early in these technologies can capture premium positions in the evolving value chain.

Recycling and resource recovery represent another major opportunity. The rapid scaling of gigafactories is creating a growing stream of manufacturing scrap and, eventually, end-of-life batteries. Facilities capable of recovering lithium, cobalt, nickel, and graphite will not only reduce environmental impact but also provide reliable secondary supply streams that help automakers meet IRA credit eligibility requirements. Companies integrating recycling into their operations can therefore secure long-term partnerships with OEMs and mitigate raw.

How can this report add value to an organization?

Product/Innovation Strategy: The report links chemistry roadmaps and pack design evolution to component implications, covering housings, busbar materials, stamping parts, and electrode inputs. It helps R&D teams align design validation, manufacturability, and safety compliance with the shift toward cell-to-pack and structural architectures.

Growth/Marketing Strategy: The North America electric vehicle battery components market presents substantial growth opportunities for both established automotive suppliers and new entrants. Companies are pursuing a mix of strategies, including mergers and acquisitions, joint ventures, and regional capacity expansion to align with the rapid build-out of gigafactories and EV production facilities across the U.S., Canada, and Mexico. Strategic collaborations between OEMs, Tier 1 suppliers, and material specialists are central to securing local supply chains, qualifying components under IRA and USMCA rules, and ensuring long-term program wins.

Competitive Strategy: The report profiles leading players in the North America electric vehicle battery components market, including Magna, Nemak, Dana, Aptiv, Amphenol, Methode, and Interplex, alongside materials specialists such as Albemarle, Umicore, and Redwood Materials. A comprehensive competitive landscape analysis highlights how suppliers are differentiating through process capabilities, regional footprints, recycling integration, and compliance with IRA/USMCA content requirements.

Research Methodology

Factors for Data Prediction and Modelling

  • The base currency considered for North America electric vehicle battery components market analysis is US$. Currencies other than the US$ have been converted to the US$ for all statistical calculations, considering the average conversion rate for that particular year.
  • The currency conversion rate has been taken from the historical exchange rate of the Oanda website.
  • Nearly all the recent developments from January 2021 to March 2024 have been considered in this research study.
  • The information rendered in the report is a result of in-depth primary interviews, surveys, and secondary analysis.
  • Where relevant information was not available, proxy indicators and extrapolation were employed.
  • Any economic downturn in the future has not been taken into consideration for the market estimation and forecast.
  • Technologies currently used are expected to persist through the forecast with no major technological breakthroughs.

Market Estimation and Forecast

This research study involves the usage of extensive secondary sources, such as certified publications, articles from recognized authors, white papers, annual reports of companies, directories, and major databases to collect useful and effective information for an extensive, technical, market-oriented, and commercial study of North America electric vehicle battery components market. The market engineering process involves the calculation of the market statistics, market size estimation, market forecast, market crackdown, and data triangulation (the methodology for such quantitative data processes has been explained in further sections). The primary research study has been undertaken to gather information and validate the market numbers for segmentation types and industry trends of the key players in the market.

Primary Research

The primary sources involve industry experts from the North America electric vehicle battery components market and various stakeholders in the ecosystem. Respondents such as CEOs, vice presidents, marketing directors, and technology and innovation directors have been interviewed to obtain and verify both qualitative and quantitative aspects of this research study.

The key data points taken from primary sources include:

  • validation and triangulation of all the numbers and graphs
  • validation of report segmentations and key qualitative findings
  • understanding the competitive landscape
  • validation of the numbers of various markets for the market type
  • percentage split of individual markets for geographical analysis

Secondary Research

This research study involves the usage of extensive secondary research, directories, company websites, and annual reports. It also makes use of databases, such as Hoovers, Bloomberg, Businessweek, and Factiva, to collect useful and effective information for an extensive, technical, market-oriented, and commercial study of the global market. In addition to the data sources, the study has been undertaken with the help of other data sources and websites, such as the Census Bureau, OICA, and ACEA.

Secondary research has been done to obtain crucial information about the industry's value chain, revenue models, the market's monetary chain, the total pool of key players, and the current and potential use cases and applications.

The key data points taken from secondary research include:

  • segmentations and percentage shares
  • data for market value
  • key industry trends of the top players in the market
  • qualitative insights into various aspects of the market, key trends, and emerging areas of innovation
  • quantitative data for mathematical and statistical calculations

Table of Contents

Executive Summary

Scope and Definition

1 Market: Industry Outlook

  • 1.1 Trends: Current and Future Impact Assessment
    • 1.1.1 Investment Momentum and Supply Chain Localization across North America
    • 1.1.2 Advances in Battery Technology with Respect to Performance, Safety, and Cost Optimization
    • 1.1.3 Battery Pack Design Evolution in Terms of Cell-to-Pack and Structural Integration
  • 1.2 Supply Chain Overview
    • 1.2.1 Key Manufacturers and Suppliers
    • 1.2.2 Challenges in the Supply Chain
    • 1.2.3 Value Chain Analysis
  • 1.3 Research and Development Review
    • 1.3.1 Patent Filing Trend by Country and by Company
  • 1.4 Regulatory Landscape
  • 1.5 Impact Analysis of Tariff
    • 1.5.1 Effects on Manufacturing
    • 1.5.2 Supply Chain Shifts
    • 1.5.3 Pricing Impacts
    • 1.5.4 Investment Trends
  • 1.6 North America Analysis
    • 1.6.1 Impact of New EV Charging Standards (e.g., NACS, UL Standards) on Battery Housing
    • 1.6.2 Federal Initiatives and Policies Impacting EV Battery Housing
    • 1.6.3 Incentives for EV Manufacturing (e.g., Tax Credits)
    • 1.6.4 U.S. Battery Recycling Policy
    • 1.6.5 Battery Management and Environmental Standards (RCRA)
    • 1.6.6 Analysis of U.S. Government Incentives and their Effect on Battery Housing Pricing
  • 1.7 Market Dynamics Overview
    • 1.7.1 Market Drivers
      • 1.7.1.1 Surging EV Adoption and Government Mandates
      • 1.7.1.2 Expansion into Commercial and Specialty EV Segments (Beyond Light-Duty Vehicles)
      • 1.7.1.3 Technological Improvements and Battery Cost Decline
    • 1.7.2 Market Challenges
      • 1.7.2.1 Dependence on Imported Materials and Components
      • 1.7.2.2 Scale-Up Bottlenecks and Technology Transfer Challenges
    • 1.7.3 Market Opportunities
      • 1.7.3.1 Lightweight Composite Enclosures and Advanced Materials Innovation
      • 1.7.3.2 Battery Recycling and Resource Recovery Ecosystem
      • 1.7.3.3 Transition of Legacy Auto Suppliers into the EV Battery Component Space

2 Application

  • 2.1 Application Summary
  • 2.2 North America Electric Vehicle (EV) Battery Components Market (by Vehicle Type)
    • 2.2.1 Electric Two-Wheeler
    • 2.2.2 Electric Three-Wheeler
    • 2.2.3 Electric Passenger Vehicles
    • 2.2.4 Electric Commercial Vehicles
    • 2.2.5 Electric Off-Road Vehicles
  • 2.3 North America Electric Vehicle (EV) Battery Components Market (by Battery Chemistry)
    • 2.3.1 Lead Acid
    • 2.3.2 Lithium-Ion
    • 2.3.3 Others
  • 2.4 North America Electric Vehicle (EV) Battery Components Market (by Cell Format)
    • 2.4.1 Pouch Cell
    • 2.4.2 Cylindrical Cell
    • 2.4.3 Prismatic Cell
    • 2.4.4 Others

3 Products

  • 3.1 Product Summary
  • 3.2 North America Electric Vehicle (EV) Battery Components Market (by Component)
    • 3.2.1 Battery Housing
    • 3.2.2 Busbars
    • 3.2.3 Stamping Components (excluding Busbar Stamping)
    • 3.2.4 Others (Anode and Cathode)
  • 3.3 North America Electric Vehicle (EV) Battery Components Market (by Material Type)
    • 3.3.1 Battery Housing Materials
      • 3.3.1.1 Steel
      • 3.3.1.2 Aluminum
      • 3.3.1.3 Glass Fiber Reinforced Plastics (GFRP)
      • 3.3.1.4 Carbon Fiber Reinforced Polymer (CFRP)
    • 3.3.2 Busbar Materials
      • 3.3.2.1 Copper
      • 3.3.2.2 Aluminum
      • 3.3.2.3 Others
    • 3.3.3 Others (Anode and Cathode Materials and Stamping Components)
      • 3.3.3.1 Cobalt
      • 3.3.3.2 Lithium
      • 3.3.3.3 Natural Graphite
      • 3.3.3.4 Manganese
      • 3.3.3.5 Others

4 Region

  • 4.1 Region Summary
  • 4.2 North America: Drivers and Restraints
  • 4.3 U.S.
    • 4.3.1 Country Overview
      • 4.3.1.1 List of Key Suppliers/Manufacturers of EV Battery Components
      • 4.3.1.2 Driving Factors for Market Growth
      • 4.3.1.3 Factors Challenging the Market
    • 4.3.2 Application
    • 4.3.3 Product
  • 4.4 Canada
    • 4.4.1 Country Overview
      • 4.4.1.1 List of Key Suppliers/Manufacturers of EV Battery Components
      • 4.4.1.2 Driving Factors for Market Growth
      • 4.4.1.3 Factors Challenging the Market
    • 4.4.2 Application
    • 4.4.3 Product
  • 4.5 Mexico
    • 4.5.1 Country Overview
      • 4.5.1.1 List of Key Suppliers/Manufacturers of EV Battery Components
      • 4.5.1.2 Driving Factors for Market Growth
      • 4.5.1.3 Factors Challenging the Market
    • 4.5.2 Application
    • 4.5.3 Product

5 Markets - Competitive Landscape and Company Profiles

  • 5.1 Next Frontiers
  • 5.2 Geographic Assessment
    • 5.2.1 Market Share Analysis for Leading 10-15 Companies
    • 5.2.2 Strategic Initiatives (Partnerships, Acquisitions, and Product Launches), January 2021 - July 2025
  • 5.3 Competitor Benchmarking
    • 5.3.1 Competitive Advantages and Market Differentiators for Leading Companies
    • 5.3.2 Who Supplies to Whom for Leading Companies
    • 5.3.3 List of Key Electric Vehicle (EV) Battery Component Suppliers/ Manufacturers
  • 5.4 Company Profiles
    • 5.4.1 Magna International Inc.
      • 5.4.1.1 Overview
      • 5.4.1.2 Top Projects/Project Portfolio
      • 5.4.1.3 Top Competitors
      • 5.4.1.4 Partners
      • 5.4.1.5 Key Personnel
      • 5.4.1.6 Analyst View
      • 5.4.1.7 Market Share
    • 5.4.2 Eaton Corporation plc
      • 5.4.2.1 Overview
      • 5.4.2.2 Top Projects/Project Portfolio
      • 5.4.2.3 Top Competitors
      • 5.4.2.4 Partners
      • 5.4.2.5 Key Personnel
      • 5.4.2.6 Analyst View
      • 5.4.2.7 Market Share
    • 5.4.3 The Electric Materials Company (TEMCO)
      • 5.4.3.1 Overview
      • 5.4.3.2 Top Projects/Project Portfolio
      • 5.4.3.3 Top Competitors
      • 5.4.3.4 Partners
      • 5.4.3.5 Key Personnel
      • 5.4.3.6 Analyst View
      • 5.4.3.7 Market Share
    • 5.4.4 Methode Power Solutions Group (Methode Electronics, Inc.)
      • 5.4.4.1 Overview
      • 5.4.4.2 Top Projects/Project Portfolio
      • 5.4.4.3 Top Competitors
      • 5.4.4.4 Partners
      • 5.4.4.5 Key Personnel
      • 5.4.4.6 Analyst View
      • 5.4.4.7 Market Share
    • 5.4.5 Aptiv Plc
      • 5.4.5.1 Overview
      • 5.4.5.2 Top Projects/Project Portfolio
      • 5.4.5.3 Top Competitors
      • 5.4.5.4 Partners
      • 5.4.5.5 Key Personnel
      • 5.4.5.6 Analyst View
      • 5.4.5.7 Market Share
    • 5.4.6 Amphenol Corporation
      • 5.4.6.1 Overview
      • 5.4.6.2 Top Projects/Project Portfolio
      • 5.4.6.3 Top Competitors
      • 5.4.6.4 Partners
      • 5.4.6.5 Key Personnel
      • 5.4.6.6 Analyst View
      • 5.4.6.7 Market Share
    • 5.4.7 Weiss-Aug Group
      • 5.4.7.1 Overview
      • 5.4.7.2 Top Projects/Project Portfolio
      • 5.4.7.3 Top Competitors
      • 5.4.7.4 Partners
      • 5.4.7.5 Key Personnel
      • 5.4.7.6 Analyst View
      • 5.4.7.7 Market Share
    • 5.4.8 Perfection Spring & Stamping Corp.
      • 5.4.8.1 Overview
      • 5.4.8.2 Top Projects/Project Portfolio
      • 5.4.8.3 Top Competitors
      • 5.4.8.4 Partners
      • 5.4.8.5 Key Personnel
      • 5.4.8.6 Analyst View
      • 5.4.8.7 Market Share
    • 5.4.9 Standard Die International, Inc
      • 5.4.9.1 Overview
      • 5.4.9.2 Top Projects/Project Portfolio
      • 5.4.9.3 Top Competitors
      • 5.4.9.4 Partners
      • 5.4.9.5 Key Personnel
      • 5.4.9.6 Analyst View
      • 5.4.9.7 Market Share
    • 5.4.10 Nemak
      • 5.4.10.1 Overview
      • 5.4.10.2 Top Projects/Project Portfolio
      • 5.4.10.3 Top Competitors
      • 5.4.10.4 Partners
      • 5.4.10.5 Key Personnel
      • 5.4.10.6 Analyst View
      • 5.4.10.7 Market Share
    • 5.4.11 Interplex PLC
      • 5.4.11.1 Overview
      • 5.4.11.2 Top Projects/Project Portfolio
      • 5.4.11.3 Top Competitors
      • 5.4.11.4 Partners
      • 5.4.11.5 Key Personnel
      • 5.4.11.6 Analyst View
      • 5.4.11.7 Market Share
    • 5.4.12 Dana Incorporated
      • 5.4.12.1 Overview
      • 5.4.12.2 Top Projects/Project Portfolio
      • 5.4.12.3 Top Competitors
      • 5.4.12.4 Partners
      • 5.4.12.5 Key Personnel
      • 5.4.12.6 Analyst View
      • 5.4.12.7 Market Share
    • 5.4.13 Albemarle Corporation
      • 5.4.13.1 Overview
      • 5.4.13.2 Top Projects/Project Portfolio
      • 5.4.13.3 Top Competitors
      • 5.4.13.4 Partners
      • 5.4.13.5 Key Personnel
      • 5.4.13.6 Analyst View
      • 5.4.13.7 Market Share
    • 5.4.14 Umicore N.V.
      • 5.4.14.1 Overview
      • 5.4.14.2 Top Projects/Project Portfolio
      • 5.4.14.3 Top Competitors
      • 5.4.14.4 Partners
      • 5.4.14.5 Key Personnel
      • 5.4.14.6 Analyst View
      • 5.4.14.7 Market Share
    • 5.4.15 Redwood Materials
      • 5.4.15.1 Overview
      • 5.4.15.2 Top Projects/Project Portfolio
      • 5.4.15.3 Top Competitors
      • 5.4.15.4 Partners
      • 5.4.15.5 Key Personnel
      • 5.4.15.6 Analyst View
      • 5.4.15.7 Market Share

6 Research Methodology

  • 6.1 Data Sources
    • 6.1.1 Primary Data Sources
    • 6.1.2 Secondary Data Sources
    • 6.1.3 Data Triangulation
  • 6.2 Market Estimation and Forecast

List of Figures

  • Figure 1: North America Electric Vehicle Battery Components Market (by Scenario), $Million, 2025, 2030, and 2035
  • Figure 2: North America Electric Vehicle Battery Components Market, 2024 and 2035
  • Figure 3: Countries, North America Electric Vehicle Battery Components Market, $Million, 2024
  • Figure 4: North America Market Snapshot, 2024
  • Figure 5: North America Electric Vehicle Battery Components Market, $Million, 2024 and 2035
  • Figure 6: North America Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024, 2030, and 2035
  • Figure 7: North America Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024, 2030, and 2035
  • Figure 8: North America Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024, 2030, and 2035
  • Figure 9: North America Electric Vehicle Battery Components Market (by Component), $Million, 2024, 2030, and 2035
  • Figure 10: North America Electric Vehicle Battery Components Market (by Material), $Million, 2024, 2030, and 2035
  • Figure 11: North America Electric Vehicle Battery Components Market Segmentation
  • Figure 12: Patent Analysis (by Country and Company), January 2022-December 2024
  • Figure 13: Patent Analysis (by Company), January 2022-December 2024
  • Figure 14: North America Electric Vehicle Battery Components Market, by Vehicle Type, $Million, 2024, 2030, and 2035
  • Figure 15: North America Electric Vehicle Battery Components Market, by Battery Chemistry, $Million, 2024, 2030, and 2035
  • Figure 16: North America Electric Vehicle Battery Components Market, By Cell Format, $Million, 2024, 2030, and 2035
  • Figure 17: North America Electric Vehicle Battery Components Market, Electric Two-Wheeler, $Million, 2024-2035
  • Figure 18: North America Electric Vehicle Battery Components Market, Electric Three-Wheeler, $Million, 2024-2035
  • Figure 19: North America Electric Vehicle Battery Components Market, Electric Passenger Vehicles, $Million, 2024-2035
  • Figure 20: North America Electric Vehicle Battery Components Market, Electric Commercial Vehicles, $Million, 2024-2035
  • Figure 21: North America Electric Vehicle Battery Components Market, Electric Off-Road Vehicles, $Million, 2024-2035
  • Figure 22: North America Electric Vehicle Battery Components Market, Lead Acid, $Million, 2024-2035
  • Figure 23: North America Electric Vehicle Battery Components Market, Lithium-Ion, $Million, 2024-2035
  • Figure 24: North America Electric Vehicle Battery Components Market, Others, $Million, 2024-2035
  • Figure 25: North America Electric Vehicle Battery Components Market, Pouch Cell, $Million, 2024-2035
  • Figure 26: North America Electric Vehicle Battery Components Market, Cylindrical Cell, $Million, 2024-2035
  • Figure 27: North America Electric Vehicle Battery Components Market, Prismatic Cell, $Million, 2024-2035
  • Figure 28: North America Electric Vehicle Battery Components Market, Others, $Million, 2024-2035
  • Figure 29: North America Electric Vehicle Battery Components Market, By Component, $Million, 2024, 2030, and 2035
  • Figure 30: North America Electric Vehicle Battery Components Market, By Material Type, $Million, 2024, 2030, and 2035
  • Figure 31: North America Electric Vehicle Battery Components Market, Battery Housing, $Million, 2024-2035
  • Figure 32: North America Electric Vehicle Battery Components Market, Busbars, $Million, 2024-2035
  • Figure 33: North America Electric Vehicle Battery Components Market, Stamping Components (Excluding Busbar Stamping), $Million, 2024-2035
  • Figure 34: North America Electric Vehicle Battery Components Market, Others (Anode and Cathode), $Million, 2024-2035
  • Figure 35: North America Electric Vehicle Battery Components Market, Steel, $Million, 2024-2035
  • Figure 36: North America Electric Vehicle Battery Components Market, Aluminium, $Million, 2024-2035
  • Figure 37: North America Electric Vehicle Battery Components Market, Glass Fiber Reinforced Plastics, $Million, 2024-2035
  • Figure 38: North America Electric Vehicle Battery Components Market, Carbon Fiber Reinforced Polymer, $Million, 2024-2035
  • Figure 39: North America Electric Vehicle Battery Components Market, Copper, $Million, 2024-2035
  • Figure 40: North America Electric Vehicle Battery Components Market, Aluminium, $Million, 2024-2035
  • Figure 41: North America Electric Vehicle Battery Components Market, Aluminium, $Million, 2024-2035
  • Figure 42: North America Electric Vehicle Battery Components Market, Cobalt, $Million, 2024-2035
  • Figure 43: North America Electric Vehicle Battery Components Market, Lithium, $Million, 2024-2035
  • Figure 44: North America Electric Vehicle Battery Components Market, Natural Graphite, $Million, 2024-2035
  • Figure 45: North America Electric Vehicle Battery Components Market, Natural Graphite, $Million, 2024-2035
  • Figure 46: North America Electric Vehicle Battery Components Market, Others, $Million, 2024-2035
  • Figure 47: U.S. Electric Car Sales, Million Units, 2022-2024
  • Figure 48: Geographical Distribution of Cell Components of Nickel-Based Lithium-Ion Battery Supply Chain, 2024
  • Figure 49: Data Triangulation
  • Figure 50: Top-Down and Bottom-Up Approach
  • Figure 51: Assumptions and Limitations

List of Tables

  • Table 1: Market Snapshot
  • Table 2: Competitive Landscape Snapshot
  • Table 3: Key Manufacturers and Suppliers in North America
  • Table 4: Drivers, Challenges, and Opportunities, 2024-2035
  • Table 5: Comparison of Battery Housing Materials for EVs
  • Table 6: Properties of Copper vs. Aluminum Busbar Materials
  • Table 7: North America Electric Vehicle Battery Components Market (by Country), $Million, 2024-2035
  • Table 8: North America Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 9: North America Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 10: North America Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 11: North America Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 12: North America Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 13: U.S. Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 14: U.S. Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 15: U.S. Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 16: U.S. Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 17: U.S. Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 18: Global Lithium-Ion Battery Supply Chain Ranking, 2024
  • Table 19: Canada Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 20: Canada Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 21: Canada Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 22: Canada Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 23: Canada Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 24: Mexico Electric Vehicle Battery Components Market (by Vehicle Type), $Million, 2024-2035
  • Table 25: Mexico Electric Vehicle Battery Components Market (by Battery Chemistry), $Million, 2024-2035
  • Table 26: Mexico Electric Vehicle Battery Components Market (by Cell Format), $Million, 2024-2035
  • Table 27: Mexico Electric Vehicle Battery Components Market (by Component), $Million, 2024-2035
  • Table 28: Mexico Electric Vehicle Battery Components Market (by Material), $Million, 2024-2035
  • Table 29: North America Market Share, 2024
  • Table 30: Who Supplies to Whom for Leading Companies in North America
  • Table 31: List of Key Electric Vehicle (EV) Battery Component Suppliers/ Manufacturers