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電動車電池 EV電池

市場調查報告書

商品編碼

1788054

全球電動車電池價值鏈（2025-2031）

Electric Vehicle Battery Value Chain, Global, 2025-2031

出版日期: 2025年07月14日 | 出版商:

Frost & Sullivan | 英文 90 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

OEM整合產業策略推動電池價值鏈轉型

受永續性理念驅動的電動車需求是推動全球電動車電池價值鏈轉型的根本因素之一。為了在電動車領域保持競爭力，原始設備製造商 (OEM) 正在優先考慮供應鏈管理，例如，實施多元化籌資策略以減少對特定地區或國家的依賴，追求研發創新，擴大夥伴關係以實現新型電池化學成分的商業化，實現本地化生產以降低成本，以及更加注重循環經濟和永續性。

本研究檢驗了電動車電池供應鏈的各個階段，討論了關鍵相關人員（OEM/供應商），概述了當前的活動和未來的策略，並提供了對各種電池化學的觀點。

本報告涵蓋：

可能影響電池價值鏈的趨勢
按陰極化學、地區和相關人員（OEM/供應商）分類的電池安裝情況
電池價值鏈流程/當前狀態和分階段展望
影響中國電動車電池供應鏈策略的因素
OEM 和供應商採購方法和舉措
電池價值鏈每個階段的 OEM 策略和舉措

範圍

邊
概述
市場分析
電動汽車電池的市場趨勢與需求，對永續電動車電池製造市場的評估
技術評估
回顧電動汽車電池供應鏈市場中當前和新興的電池技術。
競爭格局
分析電動車電池領域的主要企業，包括涉及電池化學領域（EV）的公司。
法規概述
審查影響電動車電池市場的法規。
未來的成長機會。
確定永續電動汽車電池製造市場中的潛在進步和行業機會。

三大戰略重點對電動車電池價值鏈的影響。

創新的經營模式。

為什麼
原始設備製造商擴大主導電動車電池的生命週期管理，包括生產、組裝、回收、二次生命應用以及監控和管理活動。
這種創新的經營模式使原始設備製造商能夠保留電池的所有權，確保在不斷成長的電動車電池市場中實現最佳利用率，並允許他們在車輛使用壽命結束時重複使用或回收電池。
未來展望
在未來一到兩年內，原始設備製造商預計將採用各種電池租賃模式來管理高成本、推動電動車的普及，並在與電動車電池供應鏈市場相關的循環經濟中抓住新的商機。
例如，電池更換模型正在從充電解決方案演變而來，使 OEM 能夠更好地控制電池使用並促進電池的再利用，從而影響電池化學格局（EV）。

轉型大趨勢

為什麼
原始設備製造商的電動車產量成長將在很大程度上取決於永續電動車電池製造市場的電池供應商。
高度依賴外部電池供應商不僅會影響原始設備製造商 (OEM)，降低其對供應鏈的控制，還會限制其技術創新管道，並增加電動車電池領域的成本結構。
觀點
未來兩到三年內，整個電池價值鏈的整合產業將對主導電池供應商發揮關鍵作用，尤其是在電動車電池供應鏈市場。
內部電池生產限制了相關人員對供應鏈的參與，而本地化製造則最佳化了物流。這些因素預計將顯著降低永續電動車電池製造市場的電池生產成本。

顛覆性技術

市場
顛覆性電池技術有望改變電動車電池價值鏈，帶來性能的提升和供應鏈的分散，將對電動車電池市場產生重大影響。
新技術正在重新定義現有的流程和生態系統，使電動車電池供應鏈市場更加永續性。
觀點
鋰硫固態電池和鈉離子電池等新興電池技術的廣泛商業化將在未來 5-6 年內再形成當前電動車電池價值鏈的運作方式，尤其會對電池化學格局（EV）產生影響。
預計這將導致與永續電動車電池製造市場相關的原料採購、生產、分銷和循環經濟的變化。

競爭環境

本次調查的參賽者人數
電動車電池和永續電動車電池製造市場中的 11 家原始設備製造商和 8 家電池供應商
競爭因素
裝置容量與電動車電池供應鏈市場的關係
主要競爭對手
OEM-特斯拉、比亞迪、大眾
電池供應商－寧德時代新能源科技有限公司（CATL）、電動車電池市場的LG Energy Solution
前五大原始設備製造商/電池供應商的市場佔有率
OEM-49.5%
電池供應商－75.8%專注於永續電動車電池製造市場
其他值得關注的競爭對手
OEM-寶馬、現代、吉利汽車、通用、福特、廣汽、Stellantis、梅賽德斯-奔馳
電池供應商 - SK On、Panasonic、三星SDI、中航鋰電、比亞迪、欣旺達

驅動程式

電動汽車電池市場中電動車滲透率的提高
永續電動車電池製造市場對增加續航里程/能量容量的需求電動車電池生產的脫碳
回收技術發展影響電動車電池供應鏈市場
尚未開發的鋰蘊藏量在電池生產上具有巨大潛力

抑制因素

電動汽車電池市場新參與企業缺乏原料
電動車電池永續生產的電池製造設備供不應求，影響電動車電池供應鏈市場的政治發展和法規
電動車電池生產過程中二氧化碳排放增加，影響永續性目標
永續電動車電池製造市場對能源的需求較高，且電池回收成本較高

成長指標：世界
成長動力
成長抑制因素
影響電池價值鏈的潛在趨勢
主要發現：現況與未來展望
預測考慮因素
成本比較：電池材料與製造
電池安裝量：全球
電池安裝面積佔有率：世界
陰極化學電池安裝佔有率：全球
陰極化學公司安裝的NMC電池：全球
陰極化學LFP電池安裝情形：全球
陰極化學公司安裝NCA電池：世界
全球範圍內按陰極化學成分和其他成分分類的電池安裝現狀
全球主要原始設備製造商和電池供應商的裝置容量

生態系統：電動車電池價值鏈

電動車電池供應鏈流程圖
電動車電池供應鏈：生態系統和關鍵相關人員
上游：採礦和採購階段的製程
上游：採礦和採購階段—全球鋰蘊藏量/用途
上游：採礦和採購階段 - 全球鋰生產商/主要礦業公司
上游：開採與採購階段－現況與展望
中游：加工、生產及組裝階段-製程
中游：加工、生產和組裝階段 - 陰極化學和電池供應商的電池安裝
中游：加工、生產、組裝階段－現況與展望
下游：電池使用階段-製程
下游：電池使用階段－電池裝置容量
下游：電池利用階段－現況與展望
下游：循環經濟階段-製程
下游：循環經濟階段 - 再製造/二次生命流程
下游：循環經濟階段 - 廢棄電池供應/可回收電池來源
下游：循環經濟階段－現況與展望
影響中國電動車電池供應鏈策略的因素
礦產資源取得與採購/原料加工
電池製造、投資和研發
技術與政府政策法規

成長動力：OEM電池採購方式

主要電動車原始設備製造商的電池供應商
電池價值鏈中各環節的 OEM 策略/舉措
致力於未來電池技術的公司

成長動力：非洲和中東

成長指標：非洲和中東
電池安裝：非洲、中東
電池安裝佔有率（按陰極化學成分）：非洲、中東
電池安裝的NMC（依陰極化學分類）：非洲、中東
陰極化學LFP電池安裝情形：非洲、中東
NCA 電池安裝情況（依陰極化學分類）：非洲、中東
以陰極化學成分分類的電池安裝狀況：非洲、中東
主要 OEM 和電池供應商的電池裝置容量：非洲和中東
電池裝置容量（以電池供應商分類）：非洲和中東

成長機會分析：美洲

成長指標：美洲
電池安裝：美洲
陰極化學公司電池安裝佔有率 - 美洲
電池安裝NMC由陰極化學公司：美洲
美洲地區陰極化學LFP電池安裝情況
陰極化學 NCA 的電池安裝情況：美洲
陰極化學公司的其他電池安裝：美洲
美洲主要 OEM 和電池供應商的電池裝置容量
美洲地區電池裝置容量（以電池供應商分類）

成長動力：亞太地區

成長指標：亞太地區
電池安裝：亞太地區
電池安裝情況（按陰極化學佔有率）- 亞太地區
電池安裝NMC由陰極化學亞太公司
陰極化學公司LFP亞太地區電池安裝情形
電池安裝NCA陰極化學公司-亞太
陰極化學公司的其他電池安裝：亞太地區
亞太地區主要原始設備製造商和電池供應商的電池裝置容量
亞太地區電池裝置容量（以電池供應商）

成長動力：歐洲

成長指標：歐洲
電池安裝：歐洲
歐洲電池安裝量依陰極化學成分分類
電池安裝 NMC（按陰極化學）－歐洲
陰極化學公司LFP-Europe的電池安裝狀況
歐洲陰極化學公司安裝NCA電池
歐洲電池安裝現狀（按陰極化學成分和其他成分分類）
歐洲主要 OEM 和電池供應商的電池裝置容量
電池裝置容量（以電池供應商分類）：歐洲

電動車電池價值鏈中的成長機會

成長機會1：電池產量接近需求
成長機會二：電池即服務
成長機會3：整合產業

主要發現

附錄與後續步驟

簡介目錄

Product Code: MHB1-45

Vertical Integration Strategies by OEMs Driving Transformational Growth in the Battery Value Chain

Demand for electric vehicles driven by sustainability concerns is one of the fundamental factors driving transformation in the global EV battery value chain. To stay competitive in the EV space, OEMs emphasize control over the supply chain, such as diversifying their sourcing strategy to reduce dependence on a particular region or country, pursuing R&D innovation, and extending partnerships to commercialize new battery chemistries, localize production to cut costs, and intensify focus on circular economy and sustainability.

The study examines various phases of the EV battery supply chain, discusses key stakeholders (OEMs/suppliers), and outlines current activities and future strategies, providing an outlook for different battery chemistries.

This report covers the following:

Potential trends impacting the battery value chain
Battery installation by cathode chemistry, regions, and stakeholders (OEMs/suppliers)
Current status and the way forward for different battery value chain streams/phases
Factors influencing China's EV battery supply chain strategy
OEM and supplier procurement approach and initiatives
OEM strategies/efforts by battery value chain streams

Scope

Aspect
Description
Market Analysis
Evaluation of market trends and demands for Electric Vehicle Battery and the Sustainable EV Battery Manufacturing Market.
Technology Assessment
Review of current and emerging battery technologies in the EV Battery Supply Chain Market.
Competitive Landscape
Analysis of key players in the Electric Vehicle Battery sector, including those involved in the Battery Chemistry Outlook (EV).
Regulatory Overview
Examination of regulations impacting the Electric Vehicle Battery market.
Future Growth Opportunities
Identification of potential advancements in the Sustainable EV Battery Manufacturing Market and opportunities in the industry.

The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Battery Value Chain

Innovative Business Models

WHY
OEMs are increasingly taking control of managing the lifecycle of EV batteries, including production, assembly, recycling, second-life applications, and monitoring and management activities.
Innovative business models enable OEMs to retain ownership of batteries and ensure optimal utilization in the growing electric vehicle battery market. This allows OEMs to reuse or recycle them after their useful life in vehicles.
FROST PERSPECTIVE
In the next 1 to 2 years, OEMs are expected to adopt various battery leasing models to manage high costs, promote EV adoption, and secure new revenue opportunities in the circular economy related to the EV Battery Supply Chain Market.
For example, battery-swapping models are evolving from charging solutions to enabling OEMs to have greater control over battery usage and facilitate repurposing in their afterlife, impacting the Battery Chemistry Outlook (EV).

Transformative Megatrends

WHY
The growth of EV production volume by OEMs highly depends on battery cell suppliers in the Sustainable EV Battery Manufacturing Market.
A high reliance on external battery suppliers not only affects OEMs by diminishing their control over the supply chain but also limits their access to technology innovation and increases the cost structure in the Electric Vehicle Battery sector.
FROST PERSPECTIVE
Vertical integration of the entire battery value chain will play a crucial role in capturing control from battery suppliers within 2 to 3 years, particularly in the context of the EV Battery Supply Chain Market.
In-house battery production limits stakeholder involvement in the supply chain, while localized manufacturing optimizes logistics. These factors are expected to significantly reduce battery production costs in the Sustainable EV Battery Manufacturing Market.

Disruptive Technologies

WHY
Disruptive battery technologies are anticipated to transform the EV battery value chain, offering improved performance and decentralization of the supply chain, significantly affecting the Electric Vehicle Battery market.
New technologies can also redefine existing processes and the ecosystem, resulting in enhanced sustainability in the EV Battery Supply Chain Market.
FROST PERSPECTIVE
The extensive commercialization of new and emerging battery technologies, such as lithium-sulfur solid-state batteries and sodium-ion batteries, will reshape the way the EV battery value chain currently operates in 5 to 6 years, particularly impacting the Battery Chemistry Outlook (EV).
This is projected to lead to changes in raw material sourcing, production, distribution, and the circular economy related to the Sustainable EV Battery Manufacturing Market.

Competitive Environment

Number of Competitors the Study Considers
11 OEMs and 8 Battery Suppliers in the Electric Vehicle Battery and Sustainable EV Battery Manufacturing Market.
Competitive Factors
Battery Installation Capacity in relation to the EV Battery Supply Chain Market.
Leading Competitors
OEMs - Tesla, BYD, Volkswagen
Battery Suppliers - Contemporary Amperex Technology Co., Ltd (CATL), LG Energy Solution within the context of the Electric Vehicle Battery market.
Market Share of the Top 5 OEMs/Battery Suppliers
OEMs - 49.5%
Battery Suppliers - 75.8% focusing on the Sustainable EV Battery Manufacturing Market.
Other Notable Competitors
OEMs - BMW, Hyundai, Geely Auto, GM, Ford, GAC, Stellantis, Mercedes-Benz
Battery Suppliers - SK On, Panasonic, Samsung SDI, CALB, BYD, Sunwoda engaged in the Electric Vehicle Battery sector.

Growth Drivers

Growing EV adoption rates in the electric vehicle battery market
Demand for improved range/increased energy capacity in the Sustainable EV Battery Manufacturing Market Decarbonization of EV battery production
Developments in recycling technologies affecting the EV Battery Supply Chain Market Significant availability of untapped lithium reserves in battery production

Growth Restraints

Raw materials scarcity for new entrants in the Electric Vehicle Battery market
Undersupply of battery production equipment for Sustainable EV Battery Manufacturing Political climate and regulations impacting the EV Battery Supply Chain Market
Increased carbon footprint from EV battery production affecting sustainability goals
High energy and cost requirements for recycling batteries in the Sustainable EV Battery Manufacturing Market

Research Scope

Scope
Segmentation

Growth Environment: Transformation in the Global Electric Vehicle Battery Value Chain

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Battery Value Chain

Growth Environment: Ecosystem in the Electric Vehicle Battery Value Chain

Research Methodology
Questions This Study Will Answer
Competitive Environment
Key Competitors: Battery Installation by Capacity

Growth Generator in the EV Battery Value Chain

Growth Metrics: Global
Growth Drivers
Growth Restraints
Potential Trends Impacting the Battery Value Chain
Key Findings: Current Status and Future Outlook
Forecast Considerations
Cost Comparison: Battery Materials and Manufacturing
Battery Installations: Global
Battery Installations Regional Share: Global
Battery Installations by Cathode Chemistry Share: Global
Battery Installations by Cathode Chemistry NMC: Global
Battery Installations by Cathode Chemistry LFP: Global
Battery Installations by Cathode Chemistry NCA: Global
Battery Installations by Cathode Chemistry Others: Global
Battery Installed Capacity of Key OEMs and Cell Suppliers: Global

Ecosystem: Electric Vehicle Battery Value Chain

EV Battery Supply Chain Flow Chart
EV Battery Supply Chain: Ecosystem and Key Stakeholders
Upstream: Mining and Sourcing Phase-Process Flow
Upstream: Mining and Sourcing Phase-Global Lithium Reserves/ Applications
Upstream: Mining and Sourcing Phase-Global Lithium Production/ Leading Miners
Upstream: Mining and Sourcing Phase-Current Status and Outlook
Midstream: Processing/Production and Assembly Phase-Process Flow
Midstream: Processing/Production and Assembly Phase-Battery Installation by Cathode Chemistry and Cell Supplier
Midstream: Processing/Production and Assembly Phase-Current Status and Outlook
Downstream: Battery Use Phase-Process Flow
Downstream: Battery Use Phase-Battery Installed Capacity
Downstream: Battery Use Phase-Current Status and Outlook
Downstream: Circular Economy Phase-Process Flow
Downstream: Circular Economy Phase-Remanufacturing/Second-life Process Flow
Downstream: Circular Economy Phase-Supply of Used Batteries/ Source of Salvageable Batteries
Downstream: Circular Economy Phase-Current Status and Outlook
Factors Influencing China's EV Battery Supply Chain Strategy
Mineral Access and Sourcing/Raw Material Processing
Battery Manufacturing/Investment and R&D
Technology and Government Policies/Regulations

Growth Generator: OEMs' Battery Procurement Approach

Battery Suppliers of Leading EV OEMs
OEM Strategies/Initiatives by Battery Value Chain Streams
Companies Working on Futuristic Battery Technology

Growth Generator: Africa and the Middle East

Growth Metrics: Africa and the Middle East
Battery Installations: Africa and the Middle East
Battery Installations by Cathode Chemistry Share: Africa and the Middle East
Battery Installations by Cathode Chemistry NMC: Africa and the Middle East
Battery Installations by Cathode Chemistry LFP: Africa and the Middle East
Battery Installations by Cathode Chemistry NCA: Africa and the Middle East
Battery Installations by Cathode Chemistry Others: Africa and the Middle East
Battery Installed Capacity by Key OEMs and Cell Suppliers: Africa and the Middle East
Battery Installed Capacity by Cell Suppliers: Africa and the Middle East