電池組市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

Battery Pack Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年02月25日 | 出版商:

Global Market Insights Inc. | 英文 129 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2024 年全球電池組市場價值為 1,398 億美元，預計 2025 年至 2034 年期間的複合年成長率為 12.7%。隨著世界各國政府繼續透過補貼、稅收優惠和嚴格的排放法規推動碳中和，該市場的擴張主要受到全球轉型為永續交通的推動。電動車（EV）的需求正在激增，使得先進的電池組技術成為汽車產業的關鍵因素。製造商正在大力投資提高儲能能力、效率和電池整體壽命，以滿足日益成長的高效能解決方案需求。

隨著技術進步不斷重塑產業，電池化學創新正在顯著降低成本並提高性能。提高能量密度、加快充電時間、延長循環壽命是推動市場成長的突破因素之一。該公司正致力於透過改進材料和設計結構來最佳化鋰離子電池組，使其更加經濟實惠且更具永續性。向固態和磷酸鐵鋰 (LFP) 電池技術的轉變進一步促進了市場擴張，特別是由於其增強的安全性能和延長的使用壽命。汽車製造商和電池製造商之間的戰略合作以及大規模製造設施正在促進規模經濟、降低生產成本並加速全球應用。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	1398億美元
預測值	4720億美元
複合年成長率	12.7％

市場根據電池化學成分細分為多個類別，包括鎳鈷鋁、磷酸鐵鋰、鎳錳鈷、鋰錳氧化物等。其中，鎳鈷鋁由於其優越的能量密度、輕量化特性以及延長的運作效率，預計到2034年將產生980億美元的市場價值。這些特性使其成為需要持久電源解決方案的應用的首選，尤其是在電動車領域。該化學物質的更長循環壽命和成本效益進一步促進了其廣泛的需求，鞏固了其作為市場領先電池類型的地位。

電動車繼續主導電池組市場，到 2024 年將佔據 89% 的市場。鋰離子電池組的大規模生產，加上能量密度、充電速度和耐用性的進步，顯著提高了電動車的性能，使其對消費者更具吸引力。由於電池技術具有優異的熱穩定性和更長的使用壽命，對電池技術（尤其是固態電池和 LFP 化學技術）的持續投資預計將加速其應用。永續發展的推動和嚴格的環境法規迫使汽車製造商整合下一代電池組，進一步推動產業擴張。

2024 年美國電池組市場價值為 173 億美元，隨著全國電動車普及率的提高，該市場將實現大幅成長。政府的激勵措施加上技術的快速進步，正在推動對高性能電池解決方案的需求。主要汽車製造商正在加大對電動車生產和電池組創新的投資，以滿足不斷變化的消費者期望。隨著市場快速發展，對尖端電池技術的需求預計只會成長，從而加強該行業在全球能源轉型中的立足點。

The Global Battery Pack Market was valued at USD 139.8 billion in 2024 and is projected to grow at a CAGR of 12.7% between 2025 and 2034. The market's expansion is primarily driven by the global transition toward sustainable transportation, as governments worldwide continue to push for carbon neutrality through subsidies, tax incentives, and strict emissions regulations. The demand for electric vehicles (EVs) is surging, making advanced battery pack technology a key factor in the automotive sector. Manufacturers are investing heavily in improving energy storage capabilities, efficiency, and overall battery lifespan to cater to the growing need for high-performance solutions.

As technological advancements continue to reshape the industry, battery chemistry innovations are leading to significant cost reductions and performance improvements. Enhanced energy densities, faster charging times, and longer cycle lives are among the breakthroughs driving market growth. Companies are focusing on optimizing lithium-ion battery packs by refining materials and design structures, making them more affordable and sustainable. The shift toward solid-state and lithium iron phosphate (LFP) battery technologies is further bolstering market expansion, particularly due to their enhanced safety features and extended operational lifespans. Strategic collaborations between automakers and battery manufacturers, along with large-scale manufacturing facilities, are contributing to economies of scale, reducing production costs, and accelerating global adoption.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$139.8 Billion
Forecast Value	$472 Billion
CAGR	12.7%

The market is segmented by battery chemistry into multiple categories, including nickel cobalt aluminum, lithium iron phosphate, nickel manganese cobalt, lithium manganese oxide, and others. Among these, nickel cobalt aluminum is expected to generate USD 98 billion by 2034, driven by its superior energy density, lightweight nature, and extended operational efficiency. These characteristics make it a preferred choice for applications that require long-lasting power solutions, particularly in the EV sector. The chemistry's longer cycle life and cost-effectiveness further contribute to its widespread demand, solidifying its position as a leading battery type in the market.

Electric vehicles continue to dominate the battery pack market, holding an 89% market share in 2024. Large-scale manufacturing of lithium-ion battery packs, coupled with advancements in energy density, charging speeds, and durability, has significantly enhanced EV performance, making them more attractive to consumers. Continuous investments in battery technology, particularly in solid-state batteries and LFP chemistry, are expected to accelerate adoption thanks to their superior thermal stability and extended lifespans. The push for sustainability and stringent environmental regulations are compelling automakers to integrate next-generation battery packs, further fueling industry expansion.

The U.S. Battery Pack Market was valued at USD 17.3 billion in 2024 and is set for substantial growth as EV adoption rises across the country. Government incentives, coupled with rapid technological advancements, are propelling demand for high-performance battery solutions. Major automakers are ramping up investments in EV production and battery pack innovations to meet evolving consumer expectations. With the market evolving at a rapid pace, the need for cutting-edge battery technologies is only expected to grow, strengthening the industry's foothold in the global energy transition.

Chapter 1 Methodology & Scope

1.1 Market definitions
1.2 Base estimates & calculations
1.3 Forecast calculation
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 – 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem
3.2 Regulatory landscape
3.3 Industry impact forces
- 3.3.1 Growth drivers
- 3.3.2 Industry pitfalls & challenges
3.4 Growth potential analysis
3.5 Porter's analysis
- 3.5.1 Bargaining power of suppliers
- 3.5.2 Bargaining power of buyers
- 3.5.3 Threat of new entrants
- 3.5.4 Threat of substitutes
3.6 PESTEL analysis

Chapter 4 Competitive landscape, 2024

4.1 Introduction
4.2 Strategic dashboard
4.3 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Application, 2021 – 2034 (USD Billion)

5.1 Key trends
5.2 Electric vehicles
5.3 Utility-Scale batteries
5.4 Behind-the-Meter batteries

Chapter 6 Market Size and Forecast, By Battery Chemistry, 2021 – 2034 (USD Billion)

6.1 Key trends
6.2 Lithium iron phosphate
6.3 Nickel cobalt aluminum
6.4 Nickel manganese cobalt
6.5 Lithium manganese oxide
6.6 Others

Chapter 7 Market Size and Forecast, By Region, 2021 – 2034 (USD Billion)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
7.3 Europe
- 7.3.1 Germany
- 7.3.2 France
- 7.3.3 Spain
- 7.3.4 UK
- 7.3.5 Italy
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 India
- 7.4.3 Japan
- 7.4.4 Australia
7.5 Middle East & Africa
- 7.5.1 Saudi Arabia
- 7.5.2 South Africa
7.6 Latin America
- 7.6.1 Brazil
- 7.6.2 Argentina