鋰離子電池市場機會、成長動力、產業趨勢分析及2025-2034年預測

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

出版日期: 2025年03月05日 | 出版商:

Global Market Insights Inc. | 英文 196 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2024 年全球鋰離子電池市場規模達到 752 億美元，預計 2025 年至 2034 年間將以 15.8% 的強勁複合年成長率擴張。受多個行業轉向清潔和永續能源解決方案的推動，該市場正在呈指數級成長。鋰離子電池因其高能量密度、更長的使用壽命和重量輕的特性，已成為電動車 (EV)、再生能源儲存系統和攜帶式電子設備不可或缺的一部分。隨著全球對減少碳排放的關注度不斷增強，政府和企業正在大力投資再生能源基礎設施，進一步加速對高效能能源儲存解決方案的需求。電動車的蓬勃發展，加上對智慧型裝置的需求不斷成長以及電池技術的進步，為製造商創造了豐厚的利潤機會。此外，預計到 2030 年全球再生能源發電能力將加倍，對能夠有效儲存和輸送電力的高性能鋰離子電池的需求將變得更加迫切，從而推動整個預測期內市場的大幅成長。

在各種類型的鋰離子電池中，磷酸鐵鋰 (LFP) 電池正獲得顯著發展，預計到 2034 年將產生 880 億美元的市場價值。 LFP 電池憑藉其卓越的安全性、更長的使用壽命和成本效益，正成為廣泛應用的首選。這些電池非常耐用，並具有增強的熱穩定性，使其成為電動車、攜帶式消費性電子產品和電網規模儲能系統的理想選擇。它們能夠在各種條件下提供更高的能量密度和穩定的性能，從而廣泛採用，促使全球主要公司提高生產能力並對 LFP 電池技術進行大量投資。隨著汽車製造商和科技公司繼續優先考慮更安全、更有效率的電池解決方案，預計未來十年對 LFP 電池的需求將出現前所未有的成長。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	752億美元
預測值	3325億美元
複合年成長率	15.8%

汽車領域在 2024 年佔據了 67% 的市場佔有率，佔據主導地位，預計到 2034 年將創造 2,250 億美元的市場價值。受日益成長的環境問題、電池效率的技術突破以及政府的支持性舉措的推動，電動車的迅速普及處於這一成長的前沿。日益嚴格的排放法規和電動車普及激勵措施正促使消費者和製造商放棄傳統的燃料驅動汽車。此外，鋰離子電池在消費性電子領域的需求正在不斷成長，因為其緊湊的設計、輕巧的特性以及支援多次充放電循環的能力使其成為智慧型手機、筆記型電腦和穿戴式技術等現代設備的必備品，從而進一步推動了整體市場的成長。

2024 年美國鋰離子電池市場價值為 209 億美元，並繼續在全球市場佔據主導地位。隨著電動車的快速普及、再生能源基礎設施投資的不斷成長以及全國範圍內對電網現代化的關注，美國市場有望實現持續成長。隨著美國消費者和工業擴大採用永續能源解決方案，電池技術的不斷進步，加上政府的有利政策和激勵措施，預計將鞏固美國在鋰離子電池領域的領導地位。

主要趨勢
北美洲
- 美國
- 加拿大
- 墨西哥
歐洲
- 英國
- 法國
- 德國
- 義大利
- 俄羅斯
- 西班牙
亞太地區
- 中國
- 澳洲
- 印度
- 日本
- 韓國
中東和非洲
- 沙烏地阿拉伯
- 阿拉伯聯合大公國
- 土耳其
- 南非
- 埃及
拉丁美洲
- 巴西
- 阿根廷

第9章：公司簡介

A123 Systems
Akku Tronics New Energy Technology
BYD
CATL
Clarios
Ding Tai Battery
Duracell
EaglePicher Technologies
EnerDel
Energon
Energus Power Solutions
Exide Technologies
General Electric
Hitachi Energy
LG Chem
Lithium Werks
Maxell
Padre Electronics
Panasonic
Philips
ProLogium Technology
Saft
Samsung SDI
Tesla
Toshiba

簡介目錄

Product Code: 1135

The Global Lithium-Ion Battery Market reached USD 75.2 billion in 2024 and is projected to expand at a robust CAGR of 15.8% between 2025 and 2034. The market is witnessing exponential growth, fueled by the rising shift toward clean and sustainable energy solutions across multiple industries. Lithium-ion batteries have become indispensable in powering electric vehicles (EVs), renewable energy storage systems, and portable electronics due to their high energy density, longer life cycles, and lightweight properties. As the global focus on reducing carbon emissions intensifies, governments and corporations are investing heavily in renewable energy infrastructure, further accelerating the demand for efficient energy storage solutions. The surging growth of EVs, combined with increasing demand for smart devices and advancements in battery technologies, is creating lucrative opportunities for manufacturers. Moreover, with global renewable energy generation capacity projected to double by 2030, the need for high-performance lithium-ion batteries that can effectively store and deliver power will only become more pressing, driving substantial market growth throughout the forecast period.

Among the various types of lithium-ion batteries, lithium iron phosphate (LFP) batteries are gaining significant traction and are expected to generate USD 88 billion by 2034. LFP batteries are emerging as the preferred choice for a wide range of applications owing to their superior safety profile, longer lifespan, and cost-effectiveness. These batteries are highly durable and offer enhanced thermal stability, making them ideal for electric vehicles, portable consumer electronics, and grid-scale energy storage systems. Their ability to deliver higher energy density and consistent performance under various conditions has led to widespread adoption, prompting major global companies to ramp up production capacities and make substantial investments in LFP battery technology. As automakers and tech firms continue to prioritize safer and more efficient battery solutions, the demand for LFP batteries is expected to witness an unprecedented surge over the next decade.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$75.2 Billion
Forecast Value	$332.5 Billion
CAGR	15.8%

The automotive segment dominated the market with a commanding 67% share in 2024 and is projected to generate USD 225 billion by 2034. The rapid adoption of electric vehicles, spurred by growing environmental concerns, technological breakthroughs in battery efficiency, and supportive government initiatives, is at the forefront of this growth. Increasingly stringent emission regulations and incentives for EV adoption are prompting both consumers and manufacturers to shift away from conventional fuel-powered vehicles. Additionally, lithium-ion batteries are witnessing rising demand in the consumer electronics sector, as their compact design, lightweight nature, and ability to support multiple charge-discharge cycles make them essential for modern devices such as smartphones, laptops, and wearable tech, further propelling overall market growth.

The U.S. Lithium-Ion Battery Market was valued at USD 20.9 billion in 2024 and continues to assert its dominance in the global landscape. With rapid EV penetration, growing investments in renewable energy infrastructure, and a nationwide focus on grid modernization, the U.S. market is poised for sustained growth. As American consumers and industries increasingly embrace sustainable energy solutions, ongoing advancements in battery technology, coupled with favorable government policies and incentives, are expected to reinforce the country's leadership in the lithium-ion battery space.

Chapter 1 Methodology & Scope

1.1 Market definitions
1.2 Base estimates & calculations
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid
  - 1.4.2.2 Public

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
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 Strategic dashboard
4.2 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Chemistry, 2021 - 2034 (USD Million)

5.1 Key trends
5.2 LFP
5.3 LCO
5.4 LTO
5.5 NMC
5.6 NCA
5.7 LMO

Chapter 6 Market Size and Forecast, By Component, 2021 - 2034 (USD Million)

6.1 Key trends
6.2 Cathode
6.3 Anode
6.4 Separator
6.5 Electrolyte
6.6 Aluminum foil
6.7 Copper foil
6.8 Others

Chapter 7 Market Size and Forecast, By Application, 2021 - 2034 (USD Million)

7.1 Key trends
7.2 Industrial
- 7.2.1 Military
- 7.2.2 Heavy industrial equipment
- 7.2.3 Medical
- 7.2.4 Marine
- 7.2.5 Others
7.3 Automotive
- 7.3.1 HEV
- 7.3.2 BEV
7.4 Consumer electronics
7.5 Energy storage

Chapter 8 Market Size and Forecast, By Region, 2021 - 2034 (USD million)

8.1 Key trends
8.2 North America
- 8.2.1 U.S.
- 8.2.2 Canada
- 8.2.3 Mexico
8.3 Europe
- 8.3.1 UK
- 8.3.2 France
- 8.3.3 Germany
- 8.3.4 Italy
- 8.3.5 Russia
- 8.3.6 Spain
8.4 Asia Pacific
- 8.4.1 China
- 8.4.2 Australia
- 8.4.3 India
- 8.4.4 Japan
- 8.4.5 South Korea
8.5 Middle East & Africa
- 8.5.1 Saudi Arabia
- 8.5.2 UAE
- 8.5.3 Turkey
- 8.5.4 South Africa
- 8.5.5 Egypt
8.6 Latin America
- 8.6.1 Brazil
- 8.6.2 Argentina