東南亞鋰離子電池：市場佔有率分析、行業趨勢和統計、成長預測（2025-2030 年）

Southeast Asia Lithium-ion Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年03月18日 | 出版商:

Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計預測期內東南亞鋰離子電池市場的複合年成長率將達到 15%。

2020 年，市場受到了新冠疫情的不利影響。目前市場已恢復至疫情前的水準。

主要亮點

從長遠來看，鋰離子電池價格下降和電動車普及等因素預計將推動市場發展。
然而，原料需求和供應的不匹配阻礙了市場成長。
然而，將可再生能源和電池儲存系統納入各國電網的計畫預計將為東南亞的鋰離子電池市場創造巨大的機會。
由於各個行業，特別是汽車行業的需求不斷增加，預計泰國將佔據市場主導地位。

東南亞鋰離子電池市場趨勢

汽車產業佔市場主導地位

由於汽油和天然氣等燃料成本的上升，以及各國對排放法規的要求不斷提高，人們的注意力從傳統汽車轉向電動車（EV）。電動車效率很高，再加上電力成本，意味著為電動車充電比加滿汽油或柴油便宜。使用可再生能源可以使電動車更加環保。
鋰離子電池系統為插電式混合動力汽車和混合動力汽車車提供動力。鋰離子電池具有高能量密度、快速充電能力和高放電功率，是唯一可滿足OEM對車輛行駛里程和充電時間要求的技術。鉛基牽引電池因比能量低、重量大，在全混合動力車或純電動車的應用上不具競爭力。
該地區的汽車銷量正在上升。例如菲律賓的汽車銷量自2020年以來就成長了20%，2020年這一數字為223,793輛，而2021年則為268,488輛。印尼和新加坡等其他地區的銷售額也有所成長。
2021 年，印尼政府宣布了到 2025 年將電動車產量提升至國內產量的 20%（約 40 萬輛）的目標。由於該國民眾更青睞摩托車而非汽車，政府還計劃讓電動摩托車佔國內摩托車產量的 20%。
此外，為了鼓勵人們使用電動車，印尼政府宣布計劃為每輛銷售的電動車提供超過 5,000 美元的補貼。這些激勵措施將提供給購買在印尼設有工廠的公司生產的電動車的買家。
此外，2022年11月，菲律賓政府宣布降低電動車進口關稅。此前進口關稅為5%至30%，目前已降至0%。此舉旨在推動該國電動車的普及。
因此，由於電動車需求的增加以及政府的支持性政策和財政激勵措施，預計預測期內汽車產業對鋰離子電池的需求將會增加。

泰國可望主導市場

泰國在汽車領域具有巨大的投資潛力。該國是東協主要汽車生產基地之一。在過去的50年裡，泰國從一個汽車零件組裝發展成為汽車生產和出口的主要中心。
2021年該國汽車產量較2020年成長18%以上，2020年汽車產量為1,427,074輛，2021年為1,685,705輛。預計預測期內的成長率也將相似。
此外，預計該國的電動車領域將實現高速成長，尤其是插電式混合動力車 (PHEV) 和混合動力車 (HEV)。例如，2019 年，泰國政府專注於向環保車汽車製造商提供獎勵，以推出更多生態電動車，尤其是混合動力電動車。與其他電動車車型一樣，這些生態電動車也將享受降低的消費稅，從而降低其零售價格。預計這將在未來幾年為鋰離子電池製造商創造巨大的商機。
此外，國家電動車政策委員會 (NEVPC)藍圖指出，到 2022 年，泰國每年將增加 6 萬至 11 萬輛電動車。到 2025 年，這一數字將增加到 100,000-300,000 輛，到 2026 年將增加到 400,000-750,000 輛。
此外，政府正在規劃泰國4.0計畫下的商業模組。該計劃將支持雲端處理、互動式媒體、巨量資料和物聯網等新技術的興起。因此，該國對資料中心的需求很高，預計這將在預測期內推動對資料中心電池的需求。
因此，由於上述因素，預計泰國將在預測期內主導東南亞地區的鋰離子電池市場。

東南亞鋰離子電池產業概況

東南亞的鋰離子電池市場較為分散。主要企業（不分先後順序）包括比亞迪、LiRON LIB Power Pte Ltd、Saft Groupe SA、三星 SDI 和 GS Yuasa Corporation。

其他福利：

Excel 格式的市場預測 (ME) 表
3 個月的分析師支持

Key Highlights

Over the long term, factors like decreasing lithium-ion battery prices and the increasing popularity of electric vehicles are expected to drive the market.
On the other hand, a mismatch in the demand and supply of raw materials hinders the market growth.
Nevertheless, plans to integrate renewable energy coupled with battery energy storage systems with the national grids in respective countries are expected to create enormous opportunities for the Southeast Asia Lithium-ion Battery Market.
Thailand is expected to dominate the market, owing to the increasing demand from various sectors, especially the automotive sector.

Southeast Asia Lithium-Ion Battery Market Trends

Automotive Sector to Dominate the Market

The rising fluctuation in the cost of fuels like gasoline and natural gases and the increasing demand for emission controls in various countries have shifted the focus from conventional vehicles to electric vehicles (EVs). Electric vehicles are more efficient, which, combined with the electricity cost, means that charging an electric vehicle is cheaper than filling petrol or diesel for your travel requirements. Using renewable energy sources can make the use of electric vehicles more eco-friendly.
Lithium-ion battery systems propel plug-in hybrid and electric vehicles. Due to their high energy density, fast recharge capability, and high discharge power, lithium-ion batteries are the only available technology that meets the OEM requirements for vehicles' driving range and charging time. Lead-based traction batteries are not competitive for use in full-hybrid electric cars or electric vehicles because of their lower specific energy and higher weight.
There has been an increase in the sales of vehicles in the region. For instance, the sales of vehicles in the Philippines have increased by 20% since 2020. In 2021, the total number of vehicles sold in the Philippines was 268,488, compared to 223,793 in 2020. Other regions, like Indonesia, Singapore, and others, also witnessed increased sales.
In 2021, the Indonesian government announced that they had set a goal for electric vehicles to make up 20 % of all domestic cars manufactured, equal to around 400,000 e-cars, by 2025. With motorbikes favored over cars nationally, the government also aims to have e-motorbikes make up 20 % of the total domestic motorbikes production.
Furthermore, to increase the adaption of electric vehicles, Indonesia's government announced its plans to offer a subsidy of more than USD 5,000 on every sale of an electric car. The incentives will be provided to buyers of EVs produced by firms with factories in Indonesia.
Additionally, in November 2022, the Philippines government announced the reduction of import duties on electric vehicles. Earlier, the import duties varied from 5% to 30%, but now it has been reduced to 0%. This step was taken to increase the adoption of electric vehicles in the country.
Therefore, the increasing demand for electric vehicles and supportive government policies and financial incentives will increase the demand for lithium-ion batteries in the automotive sector during the forecasted period.

Thailand Expected to Dominate the Market

Thailand has enormous investment potential in the automobile sector. The country has ASEAN's leading car production base. In the last 50 years, the country has grown from an auto component assembler to a leading automotive production and export center.
The production of motor vehicles in the country increased by more than 18% in 2021 compared to 2020. In 2021 the country produced 1,685,705 units of motor vehicles compared to 1427074 in 2020. The growth rate is expected to be similar during the forecasted period.
Moreover, the country is expected to witness high growth in the EV segment, particularly plug-in hybrid electric vehicles (PHEVs) and hybrid electric vehicles (HEVs). For instance, in 2019, the Thailand government focused on incentivizing eco-car makers to launch more eco EVs, especially hybrid ones. Like other EV models, these eco EVs will also get an excise tax reduction, making retail prices more affordable. This, in turn, is expected to create significant opportunities for lithium-ion battery manufacturers in the coming years.
Additionally, under the National Electric Vehicle Policy Committee (NEVPC) roadmap, Thailand will add 60,000 to 110,000 EVs annually until 2022. This will increase to 100,000 to 300,000 by 2025 and between 400,000 and 750,000 by 2026.
Furthermore, the government planned its business module under Thailand 4.0 Programme. This Programme helps increase new technologies, such as cloud computing, interactive media, big data, and the internet of things. Hence, the country is expected to have a high demand for data centers, which is expected to increase the demand for batteries in its data centers during the forecast period.
Therefore, based on the above mentioned factors, Thailand is expected to dominate the lithium-ion battery market in the Southeast Asian region during the forecast period.

Southeast Asia Lithium-Ion Battery Industry Overview

The Southeast Asia lithium-ion battery market is fragmented. Some major players (in no particular order) include BYD Co. Ltd., LiRON LIB Power Pte Ltd, Saft Groupe SA, Samsung SDI Co., Ltd., and GS Yuasa Corporation.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Scope of the Study
1.2 Market Definition
1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

4.1 Introduction
4.2 Market Size and Demand Forecast in USD billion, till 2028
4.3 Recent Trends and Developments
4.4 Government Policies and Regulations
4.5 Market Dynamics
- 4.5.1 Drivers
- 4.5.2 Restraints
4.6 Supply Chain Analysis
4.7 Porter's Five Forces Analysis
- 4.7.1 Bargaining Power of Suppliers
- 4.7.2 Bargaining Power of Consumers
- 4.7.3 Threat of New Entrants
- 4.7.4 Threat of Substitute Products and Services
- 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

5.1 Application
- 5.1.1 Automotive
- 5.1.2 Industrial
- 5.1.3 Consumer Electronics
- 5.1.4 Other Applications (Medical Devices, Power Tools, etc.)
5.2 Geography {Market Size and Demand Forecast till 2028 (for regions only)}
- 5.2.1 Indonesia
- 5.2.2 Malaysia
- 5.2.3 Philippines
- 5.2.4 Singapore
- 5.2.5 Thailand
- 5.2.6 Vietnam
- 5.2.7 Rest of Southeast Asia

6 COMPETITIVE LANDSCAPE

6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
6.2 Strategies Adopted by Leading Players
6.3 Company Profiles
- 6.3.1 BYD Co. Ltd.
- 6.3.2 LG Chem Ltd.
- 6.3.3 Contemporary Amperex Technology Co Ltd
- 6.3.4 LiRON LIB Power Pte Ltd
- 6.3.5 Saft Groupe SA
- 6.3.6 Samsung SDI Co., Ltd.
- 6.3.7 Murata Manufacturing Co., Ltd.
- 6.3.8 Panasonic Corporation
- 6.3.9 GS Yuasa Corporation
- 6.3.10 Tesla, Inc.