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市場調查報告書
商品編碼
1880653
鋰離子電池儲能市場規模、佔有率、成長及全球產業分析:依類型、應用和地區劃分的洞察與預測(2024-2032)Lithium-Ion Battery Energy Storage Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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由於全球再生能源、電動車和電網現代化的進步,鋰離子電池儲能市場正在快速擴張。根據最新的產業評估,2024年市場規模為248億美元。在住宅、商業、工業和公用事業規模應用中對高效能模組化儲能解決方案的需求不斷增長的推動下,預計到2025年市場規模將增長至323.7億美元。在科技的快速進步和清潔能源投資不斷增加的推動下,預計到2032年,市場規模將達到驚人的1,136.4億美元,在預測期內實現19.65%的強勁複合年增長率。
鋰離子電池憑藉其高能量密度、快速充電能力、模組化可擴展性以及卓越的充放電效率(單模組效率通常超過 90%),在全球儲能市場佔主導地位。這些特性使得鋰離子系統成為再生能源併網、尖峰負載管理、電網穩定和家庭儲能的關鍵組成部分。
市場推動因素
推動市場擴張的關鍵因素是太陽能和風能等再生能源的日益普及。隨著再生能源滲透率的提高,發電變得更加不穩定和間歇性,推動了對可靠儲能系統的需求。鋰離子電池能夠在發電高峰期高效儲存多餘的能量,並在再生能源輸出下降時釋放能量,從而確保電網平衡。
技術創新也正在加速市場發展。 2025年5月,通用汽車和LG能源解決方案公司共同開發了用於下一代電動卡車和大型SUV的富鋰錳棱柱形電池技術。這些創新提高了循環壽命、穩定性和能量密度,進一步增強了電網級和商用儲能系統的可擴展性。
市場限制因子
儘管市場成長迅速,但由於原料供應鏈的挑戰,市場仍面臨阻礙因素。鋰離子電池生產的關鍵材料,例如鋰、鈷和鎳,主要來自少數國家。例如,鈷主要來自剛果民主共和國,鋰主要來自澳洲和南美洲。這種地域集中性使得市場極易受到地緣政治動盪、礦業不穩定和商品價格波動的影響,從而推高製造成本,並削弱大規模系統的可負擔性。
市場機會
電動車 (EV) 的日益普及為市場成長創造了巨大的機會。電動車的大規模生產帶來了規模經濟效益,降低了電池成本,並加強了全球供應鏈。此外,回收的電動車電池正成為二次能源儲存系統的實用解決方案。
對充電基礎設施和電池儲能的投資不斷增加(例如,伊頓公司於 2022 年在亞太地區推出了整合式電動車充電基礎設施 (EVCI) 和電池儲能系統 (BESS) 解決方案),進一步推動了電動車在住宅、商業和工業應用領域的市場普及。
市場趨勢
一個關鍵趨勢是智慧能源管理系統和數位化技術的日益融合。這些系統利用即時數據分析、自動控制和預測演算法來優化電池性能、延長電池壽命並降低營運成本。數位化儲能系統增強了電網服務,例如削峰、分時優化、頻率調節以及參與虛擬電廠 (VPP),使其成為現代電網的重要組成部分。
到 2024 年,併網鋰離子儲能系統將佔市場的大部分佔有率,這主要得益於再生能源的日益普及、電網現代化改造計劃以及支持電池部署的補貼政策。併網系統能幫助電力公司平抑能源需求波動,提升電網可靠性。
離網儲能系統為偏遠社區和緊急備用電源應用提供支持,目前仍保持第二大市場佔有率,並且隨著鋰離子電池成本的下降,其市場佔有率將繼續增長。
依最終用戶劃分,商業和工業客戶在 2024 年將引領市場,這主要得益於高額的需求電價以及削峰技術的日益普及。住宅儲能正在迅速發展,越來越多的房主將屋頂太陽能光電發電系統與鋰離子電池結合,以增強自用和備用能力。
亞太地區在2024年引領市場,達131.4億美元。這主要得益於中國、印度、日本、韓國和澳洲再生能源設施的蓬勃發展。中國強大的製造能力以及該地區不斷擴張的太陽能和風能產業,持續推動對鋰離子電池儲能解決方案的需求。
北美地區預計將繼續保持快速成長,這主要得益於大規模太陽能和風能發電裝置容量的擴張。光是加州到2024年就將安裝8.6吉瓦的公用事業規模電池儲能容量,幾乎占美國總裝置容量的一半。
歐洲正大力投資脫碳和電網現代化,這使得鋰離子電池儲能成為頻率調節、備用電源發電和平衡再生能源的關鍵。
世界其他地區(包括拉丁美洲、中東和非洲)正在部署儲能解決方案,以應對電網不穩定、不斷增長的電力需求和大規模太陽能發電設施。
The global lithium-ion battery energy storage market is expanding rapidly as renewable energy, electric vehicles, and grid modernization accelerate worldwide. According to the latest industry assessment, the market was valued at USD 24.80 billion in 2024. With increased demand for high-efficiency and modular storage solutions across residential, commercial, industrial, and utility-scale applications, the market is projected to rise to USD 32.37 billion in 2025. Driven by rapid technological advancements and rising clean-energy investments, it is expected to reach an impressive USD 113.64 billion by 2032, achieving a robust CAGR of 19.65% during the forecast period.
Lithium-ion batteries dominate the global storage landscape because they provide high energy density, fast charging capability, modular scalability, and exceptional charge-discharge efficiency-often exceeding 90% at a single-module level. These attributes make lithium-ion systems essential for renewable integration, peak load management, grid stability, and behind-the-meter storage.
Market Drivers
A major driver of market expansion is the increasing adoption of renewable energy such as solar and wind. As renewable penetration grows, the variability and intermittency of generation intensify the need for reliable storage systems. Lithium-ion batteries efficiently store excess electricity generated during peak production and discharge it when renewable output declines, ensuring grid balance.
Technological innovation is also accelerating market momentum. In May 2025, General Motors and LG Energy Solution advanced lithium manganese-rich prismatic battery cell technology for next-generation electric trucks and large SUVs. These innovations improve cycle life, stability, and density, further supporting the scalability of grid-scale and commercial storage systems.
Market Restraints
Despite rapid growth, the market faces constraints due to raw material supply chain challenges. Lithium, cobalt, and nickel-critical materials for lithium-ion production-are sourced predominantly from a handful of countries, such as cobalt from the Democratic Republic of Congo and lithium from Australia and South America. This geographical concentration creates vulnerability to geopolitical disruptions, mining instability, and fluctuating commodity prices, which increase manufacturing costs and undermine affordability of large-scale systems.
Market Opportunities
The surge in electric vehicle (EV) adoption creates significant opportunities for market growth. Massive EV production leads to economies of scale, driving down battery costs and strengthening global supply chains. Additionally, repurposed EV batteries are emerging as a viable solution for second-life energy storage systems.
Growing investments in charging infrastructure and battery storage, such as Eaton's 2022 launch of integrated EVCI and BESS solutions for the Asia Pacific region, further stimulate market adoption across residential, commercial, and industrial applications.
Market Trends
A key trend is the rising integration of smart energy management systems and digitalization. These systems leverage real-time data analytics, automated controls, and predictive algorithms to optimize battery performance, extend battery life, and reduce operational costs. Digitalized energy storage systems enhance grid services such as peak-shaving, time-of-use optimization, frequency regulation, and participation in virtual power plants (VPPs), making them indispensable to modern power networks.
On-grid lithium-ion systems held the dominant share in 2024 due to rising renewable integration, grid modernization programs, and subsidies supporting battery adoption. On-grid systems allow utilities to smooth energy demand fluctuations and enhance grid reliability.
Off-grid systems-supporting remote communities and emergency backup applications-remain the second-largest segment and continue to grow as lithium-ion costs decline.
By end user, commercial and industrial customers dominated the market in 2024 due to high demand charges and rising adoption of peak-shaving technologies. Residential storage is expanding rapidly as homeowners pair rooftop solar with lithium-ion batteries to enhance self-consumption and backup capability.
Asia Pacific dominated the market in 2024, recording a valuation of USD 13.14 billion, supported by strong renewable installations in China, India, Japan, South Korea, and Australia. China's large-scale manufacturing capacity and the region's expanding solar and wind sectors fuel sustained demand for lithium-ion battery storage solutions.
North America continues to grow rapidly due to major solar and wind capacity additions. In 2024, California alone accounted for 8.6 GW of installed utility-scale battery capacity, representing nearly half of the U.S. total.
Europe is investing heavily in decarbonization and grid modernization, making lithium-ion storage essential for frequency regulation, reserve power, and renewable balancing.
The Rest of the World-including Latin America, the Middle East, and Africa-is adopting storage solutions to address unreliable grids, rising electricity demand, and large-scale solar installations.
Conclusion
With growth from USD 24.80 billion in 2024 to USD 113.64 billion by 2032, the lithium-ion battery energy storage market is poised to become a cornerstone of global clean-energy infrastructure. Rising renewable investments, EV expansion, grid modernization, and digital energy management technologies will continue fueling this rapid transformation.
Segmentation By Connectivity
By End-User
By Geography