汽車電池：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

汽車電池市場預計將從 2025 年的 1,304.2 億美元成長到 2026 年的 1,536.7 億美元，預計到 2031 年將達到 3,492.3 億美元，2026 年至 2031 年的複合年成長率為 17.82%。

這一強勁成長反映了積極的電氣化政策、區域化供應鏈策略以及降低電池總成本的突破性化學技術的綜合作用。中國將繼續主導全球產能，預計2024年將佔全球總產能的76%。同時，歐洲正透過InvestAI計畫推動在地化發展，該舉措旨在調動2,000億歐元用於人工智慧投資，其中包括一項新的200億歐元歐洲人工智慧超級工廠基金。南美洲作為成長最快的地區，正日益受到策略關注，這主要得益於巴西2024年電動車銷量較去年同期成長90%的預期。儘管鋰離子電池的普及速度很快，但鉛酸電池技術在啟動、照明和點火領域仍然佔據主導地位，這凸顯了替換和售後市場對成本的關注。市場競爭仍然激烈，寧德時代、比亞迪和LG能源解決方案共同控制全球汽車電池市場相當大的佔有率。

全球汽車電池市場趨勢與洞察

電動車產量和銷售快速成長

預計到2024年，全球電動車銷量將達到1,400萬輛，推動汽車電池市場創下歷史新高。中國曾佔據全球80%的電動卡車供應量，如今這股動能正蔓延至歐洲和北美的商用車隊。在中國，電池成本已降至100美元/千瓦時，極具競爭力，推動了價格敏感型細分市場的普及。重型車輛營運商更青睞磷酸鋰鐵鋰電池組，這種電池組無需高鎳化學成分即可提供300英里的續航里程。鑑於可預測的能源支出和更少的停機時間，車隊採購商正日益將電氣化視為營運的必然選擇。

政府獎勵和排放控制

美國《通膨控制法案》強制要求使用國產電池組件，而歐盟電池法規則規定了碳足跡。這些法規迫使製造商建立區域生產能力，並減少對單一區域供應鏈的依賴。加州的「先進清潔車隊」法規設定了2036年中型和重型車輛零排放的目標，從而增強了長期需求預測。由於生命週期排放被納入採購標準，位於再生能源來源附近的工廠享有成本優勢。隨著日本、加拿大和印度等國也出現類似的框架，汽車電池市場正在跨越多個大洲擴張。

關鍵礦產供應波動

受南美和非洲地緣政治動盪的影響，碳酸鋰價格波動不定。中國提煉了約60%的鋰和80%的鈷，這給電池製造商帶來了單一來源風險。通用汽車等汽車製造商已簽署價值190億美元的契約，以確保正極材料的供應直至2035年，這在降低風險的同時也佔用了大量資金。鈉離子電池的研究正在加速推進，以實現化學成分的多樣化，但汽車認證需要三到五年的時間，這使得市場在短期內較為脆弱。價格波動對那些沒有長期供應協議的中型電池組組裝的利潤率造成了特別的打擊。

細分市場分析

到2025年，鉛酸電池系統仍將佔據汽車電池市場48.72%的佔有率，這主要得益於成熟的SLI（啟動、照明和點火）需求。儘管鋰離子電池在動力系統領域佔據主導地位，帶動了汽車電池市場同步成長，但對成本敏感的更換週期仍然推動著對鉛酸電池的需求。改良的富液式和AGM（吸附式玻璃纖維隔板）電池設計延長了使用壽命，而回收網路則能夠回收99%的材料。其他類型的電池，例如固態電池，目前仍處於試點階段，但預計將以18.05%的複合年成長率成長，成為汽車電池市場中成長最快的細分市場。這些技術具有高能量密度和固有安全性的優勢，儘管產能和負極材料供應方面仍存在一些疑問，但仍吸引了許多原始設備製造商（OEM）的投資。

這種轉型並非非此即彼。 LMFP、LFP 和 NMC 三種電池化學體係正在同步發展，鈉離子電池原型也已應用於輕型商用車。 Clarios 在歐洲、中東和非洲地區擁有 11 家生產工廠和兩家鉛酸電池回收廠，並正在擴大其全球投資。該公司專注於 AGM 電池製造，旨在增強 Varta Automotive 品牌在歐洲、中東和非洲售後市場的地位，並確保更快、更有效率地為客戶提供產品。 2022 年至 2026 年間，Clarios 將在其歐洲工廠投資約 2 億歐元。該公司計劃擴大其先進吸附式玻璃纖維隔板 (AGM) 汽車電池的產能。預計到 2026 年，年產量將成長約 50%。其他化學體系，例如鋰硫電池和鋅空氣電池，則瞄準航太和電網備用電源等細分市場。製造商正透過將資本投資分散到多種化學體系來應對未來的變化，從而保持汽車電池市場的多樣性和韌性。

到2025年，乘用車將佔汽車電池市場70.05%的佔有率，而重型卡車則以18.44%的複合年成長率實現最快成長。成本下降和柴油價格上漲使得350-500千瓦時的電池組容量對區域運輸企業而言具有經濟可行性。中國佔電動卡車銷量的80%，主要得益於電池供應和國內政策的支持。由於零排放區法規的實施，輕型商用貨車在主要城市的末端配送車隊中迅速普及。

SUV 的需求推動電池組平均容量超過 90kWh，加劇了原料消耗，並對礦產供應穩定性提出了挑戰。印度和東南亞的二輪車正在採用標準化模組，並積極推動換電站的建設，推動了銷售成長。非公路用設備的發展相對滯後，但採礦和農業領域的先導計畫已展現出電池的耐用性和潛力。這些趨勢共同推動了車輛組合的不斷多元化，為汽車電池市場的長期成長提供了支撐。

區域分析

亞太地區42.68%的市佔率凸顯了其結構性優勢。中國集中了大量正極、負極和隔膜工廠，縮短了前置作業時間並降低了物流成本，使國內整車製造商能夠以六個月為週期推出新車型。印度50GWh的獎勵正在加速在地化進程，現代和起亞已與Exide Energy合作生產磷酸鐵鋰電池，為2026年的上市做準備。日本和韓國正專注於高鎳電池和固態電池的研發，並保持在高階化學領域的主導。東南亞國協正在鼓勵電動摩托車組裝，並吸引電池供應商落腳越南、印尼和泰國。

在巴西政策利好因素的推動下，南美洲正經歷最快增速，年複合成長率高達18.01%，其中插電式混合動力車（PHEV/EV）已佔電動車銷售量的71%。阿根廷的鋰三角產業正吸引正極材料投資者，他們尋求向當地封裝廠供應半成品。智利正利用其豐富的銅資源和可再生能源，積極爭取低碳認證，以提升其出口競爭力。儘管農村地區的基礎設施仍有不足，但公私合營已促成主要高速公路沿線快速充電走廊的建設，這將為未來汽車電池市場的需求成長提供支撐。

北美和歐洲正攜手透過通膨控制法和歐盟電池法規來增強供應鏈韌性。例如，三星SDI和通用汽車在印第安納州合資建造的36吉瓦時電池工廠，以及大眾汽車計劃在歐洲建造的240吉瓦時電池網路，都反映了這一趨勢。歐洲的碳排放法規也惠及了北歐地區運作水力和風力發電的工廠。加拿大的一個計劃將原料提取與電池組組裝整合在一起，從而減少了跨境物流。透過這些地區的共同努力，這些地區在減少對亞洲進口依賴的同時，也維持了汽車電池市場的高薪工作。

其他福利：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章 引言

• 研究假設和市場定義
• 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

• 市場概覽
• 市場促進因素
  • 電動車產量和銷量激增
  • 政府獎勵和排放標準
  • 鋰離子電池價格（每度電）大幅下降
  • 車網互動（V2G）試點計畫推動二手車需求
  • 由於IRA/歐盟電池法規，本地化/超級工廠補貼
  • 對12V鋰離子啟動電池替代品的需求不斷成長
• 市場限制
  • 關鍵礦產供應波動
  • 熱失控召回和安全意識
  • 固態電池和鈉離子電池技術的風險將導致現有資產閒置。
  • 回收產能過剩會對利潤率帶來壓力。
• 價值/供應鏈分析
• 監管環境
• 技術展望
• 波特五力模型
  • 供應商的議價能力
  • 買方的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭對手之間的競爭

第5章 市場規模與成長預測

• 依電池類型
  • 鉛酸電池
  • 鋰離子
  • 鎳氫電池
  • 其他（鋰硫電池、鈉離子電池、鋅空氣電池）
• 按車輛類型
  • 搭乘用車
    • 掀背車
    • 轎車
    • 多用途車和運動型多用途車
  • 商用車輛
    • 輕型商用車
    • 中型和重型卡車
    • 公車和長途客車
  • 摩托車
  • 非公路
    • 施工機械
    • 農業機械
• 按驅動類型
  • 內燃機（SLI 和啟動/停止）
  • 混合動力汽車（HEV 和 PHEV）
  • 電池式電動車（BEV）
  • 燃料電池電動車（FCEV）
• 透過使用
  • 啟動、照明和點火 (SLI)
  • 推進系統
  • 啟停
  • 輔助系統/12V系統
  • 電池即服務/更換服務
• 按銷售管道
  • OEM
  • 售後市場
• 按地區
  • 北美洲
    • 美國
    • 加拿大
    • 北美其他地區
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他南美洲
  • 歐洲
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 韓國
    • 亞太其他地區
  • 中東和非洲
    • 阿拉伯聯合大公國
    • 沙烏地阿拉伯
    • 埃及
    • 南非
    • 其他中東和非洲地區

第6章 競爭情勢

• 市場集中度
• 策略趨勢
• 市佔率分析
• 公司簡介
  • Contemporary Amperex Technology（CATL）
  • LG Energy Solution
  • Panasonic Holdings
  • BYD Co. Ltd.
  • Samsung SDI
  • Clarios
  • GS Yuasa Corporation
  • VARTA AG
  • Exide Technologies
  • EnerSys
  • A123 Systems
  • Hitachi Energy（Prime Planet）
  • Robert Bosch GmbH
  • Northvolt AB
  • SK On
  • EVE Energy
  • Farasis Energy
  • SVOLT Energy
  • Saft Groupe SA

第7章 市場機會與未來展望

The automotive battery market is expected to grow from USD 130.42 billion in 2025 to USD 153.67 billion in 2026 and is forecast to reach USD 349.23 billion by 2031 at 17.82% CAGR over 2026-2031.

This vigorous expansion reflects a convergence of aggressive electrification mandates, regionalized supply-chain strategies, and breakthrough chemistries that lower total battery costs. China continues to anchor global capacity with 76% of worldwide output in 2024, Europe is advancing its localization efforts through InvestAI. This initiative aims to mobilize EUR 200 billion for AI investments, which includes a new European fund of EUR 20 billion for AI gigafactories. South America is gaining strategic attention as the fastest-growing region, bolstered by Brazil's 90% year-over-year rise in electric-vehicle sales during 2024. Amid rapid lithium-ion adoption, lead-acid technologies still dominate the starting-lighting-ignition segment, underscoring cost-sensitivity in replacement and aftermarket channels. Competitive intensity stays high as CATL, BYD, and LG Energy Solution collectively control a significant global automotive battery market share.

Global Automotive Battery Market Trends and Insights

Surging EV Production and Sales

Global EV sales climbed to 14 million units in 2024, lifting the automotive battery market toward record volumes. China supplied 80% of electric truck deliveries, but momentum now spreads to commercial fleets in Europe and North America. Battery cost parity achieved at USD 100/kWh in China has widened adoption to price-sensitive segments. Heavy-duty operators favor lithium iron phosphate packs that now support 300-mile ranges without nickel-rich chemistries. Fleet buyers increasingly regard electrification as an operational necessity once predictable energy outlays and lower service downtime are factored in.

Government Incentives & Emission Norms

The U.S. Inflation Reduction Act requires domestic battery-component content, while the EU Battery Regulation mandates carbon footprint . Such rules compel manufacturers to build regional capacity, breaking dependence on single-region supply chains. California's Advanced Clean Fleets rule fixes a 2036 zero-emission target for medium and heavy vehicles, strengthening long-term demand visibility. Plants near renewable-power sources gain a cost edge because life-cycle emissions enter purchasing criteria. As similar frameworks appear in Japan, Canada, and India, the automotive battery market expands across multiple continents.

Critical Mineral Supply Volatility

Lithium carbonate prices oscillated after geopolitical disruptions in South America and Africa. China refines approximately 60% of lithium and 80% of cobalt, creating a single-point risk for cell manufacturers. Automakers like General Motors signed USD 19 billion deals to secure cathode feedstocks through 2035, reducing exposure but tying up capital. Sodium-ion research accelerates to diversify chemistries, yet automotive qualification demands three-to-five-year cycles, leaving a near-term vulnerability window. Price swings compress margins, particularly for mid-tier pack assemblers lacking long-term supply contracts.

Other drivers and restraints analyzed in the detailed report include:

1. Localization Via IRA/EU Battery Subsidies
2. Growing Demand for 12 V Li-Ion Start-Stop Replacements
3. Thermal-Runaway Recalls and Safety Perceptions

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Lead-acid systems retained 48.72% of the automotive battery market share in 2025, illustrating the inertia of established SLI demand. The automotive battery market responds with parallel growth in lithium-ion variants that dominate propulsion packs, yet cost-sensitive replacement cycles keep lead-acid relevant. Enhanced flooded and absorbent glass-mat designs extend calendar life, while recycling networks recapture 99% of materials. Other battery types, such as solid-state batteries, although only on a pilot scale, are projected to rise at an 18.05% CAGR, representing the fastest sub-segment within the automotive battery market. Their promise of higher energy density and inherent safety attracts OEM investment, even as questions about throughput and anode supply linger.

The transition is not binary. LMFP, LFP, and NMC chemistries evolve simultaneously, while sodium-ion prototypes move into light commercial vehicles. Clarios, with 11 production facilities and two lead-acid battery recycling plants in the EMEA region, is ramping up its global investments. The focus is on manufacturing AGM batteries, aiming to bolster the Varta Automotive brand's presence in the EMEA aftermarket and ensure quicker and more efficient customer supply. Between 2022 and 2026, Clarios is channeling an investment of roughly EUR 200 million into its European facilities. The company aims to bolster production capacities for its advanced absorbent glass mat (AGM) vehicle batteries. By 2026, annual production is set to surge by approximately 50%. Other chemistries, such as lithium-sulfur and zinc-air, target aerospace and grid back-up niches. Producers allocate capex across multiple chemistries to hedge against future shifts, keeping the automotive battery market diversified and resilient.

Passenger cars accounted for 70.05% of the automotive battery market in 2025, yet heavy trucks recorded the sharpest momentum with an 18.44% CAGR. Due to cost declines and rising diesel prices, pack sizes of 350-500 kWh are now economical for regional-haul operations. China captured 80% of electric-truck sales, leveraging cell supply and domestic policy support. Light commercial vans follow closely in major cities' last-mile delivery fleets pressed by zero-emission zones.

SUV demand pushes average pack capacity above 90 kWh, increasing raw-material intensity and challenging mineral supply security. Two-wheelers in India and Southeast Asia integrate standardized modules that facilitate swap stations, multiplying unit volumes. Off-highway equipment lags but demonstrates potential as pilot projects in mining and agriculture prove durability. Together, these trends sustain a broad vehicle-mix expansion that anchors long-term growth in the automotive battery market.

The Automotive Battery Market Report is Segmented by Battery Type (Lead-Acid, Lithium-Ion, Solid-State, and More ), Vehicle Type (Passenger Cars, Commercial Vehicles, Two-Wheelers, and More), Drive Type (ICE, Hybrid, and More), Application (SLI, Propulsion, Start-Stop, and More), Sales Channel (OEM and Aftermarket), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia-Pacific's 42.68% share underscores structural advantages. China's cluster of cathode, anode, and separator plants, which shortens lead times and lowers logistics costs, allowing domestic OEMs to launch models in six-month cycles. India's 50 GWh incentive accelerates localization, with Hyundai-Kia partnering Exide Energy on LFP production for 2026 roll-out. Japan and South Korea focus on high-nickel and solid-state R&D, sustaining premium-chemistry leadership. ASEAN nations incentivize e-two-wheeler assembly, pulling cell suppliers into Vietnam, Indonesia, and Thailand.

Based on policy tailwinds in Brazil, South America grows fastest at 18.01% CAGR, where plug-ins already form 71% of EV sales. Argentina's lithium triangle attracts cathode investors who aim to ship half-processed materials to local pack plants. Chile leverages abundant copper and renewable power, targeting low-carbon certification that differentiates its exports. Infrastructure gaps remain in rural regions, but public-private partnerships roll out fast-charging corridors along major highways, anchoring future demand growth in the automotive battery market.

North America and Europe commit to supply-chain resilience through the Inflation Reduction Act and the EU Battery Regulation. Plants such as Samsung SDI-GM's 36 GWh Indiana site and Volkswagen's planned 240 GWh European network exemplify the trend. Carbon footprint rules in Europe are an advantage of Nordic facilities powered by hydro and wind. Canadian projects integrate raw-material mining with pack assembly, lowering cross-border flows. Together, these regions diminish reliance on Asian imports while sustaining high-wage employment in the automotive battery market.

1. Contemporary Amperex Technology (CATL)
2. LG Energy Solution
3. Panasonic Holdings
4. BYD Co. Ltd.
5. Samsung SDI
6. Clarios
7. GS Yuasa Corporation
8. VARTA AG
9. Exide Technologies
10. EnerSys
11. A123 Systems
12. Hitachi Energy (Prime Planet)
13. Robert Bosch GmbH
14. Northvolt AB
15. SK On
16. EVE Energy
17. Farasis Energy
18. SVOLT Energy
19. Saft Groupe SA

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surging EV Production and Sales
  • 4.2.2 Government Incentives & Emission Norms
  • 4.2.3 Rapid Decline in Li-Ion Price/Kwh
  • 4.2.4 Vehicle-To-Grid Pilots Boosting Second-Life Demand
  • 4.2.5 Localization Via IRA/EU Battery Reg. Gigafactory Subsidies
  • 4.2.6 Growing Demand for 12 V Li-Ion Start-Stop Replacements
• 4.3 Market Restraints
  • 4.3.1 Critical Mineral Supply Volatility
  • 4.3.2 Thermal-Runaway Recalls and Safety Perceptions
  • 4.3.3 Solid-State and Na-Ion Tech Risk Stranding Current Assets
  • 4.3.4 Recycling Over-Capacity Pressuring Margins
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value)

• 5.1 By Battery Type
  • 5.1.1 Lead-Acid
  • 5.1.2 Lithium-ion
  • 5.1.3 Nickel-Metal Hydride
  • 5.1.4 Others (Li-S, Na-ion, Zinc-air)
• 5.2 By Vehicle Type
  • 5.2.1 Passenger Cars
    • 5.2.1.1 Hatchback
    • 5.2.1.2 Sedan
    • 5.2.1.3 Multi-Purpose Vehicle and Sport-Utility Vehicle
  • 5.2.2 Commercial Vehicles
    • 5.2.2.1 Light Commercial Vehicles
    • 5.2.2.2 Medium and Heavy Trucks
    • 5.2.2.3 Bus & Coach
  • 5.2.3 Two-Wheelers
  • 5.2.4 Off-Highway
    • 5.2.4.1 Construction Equipment
    • 5.2.4.2 Agricultural Machinery
• 5.3 By Drive Type
  • 5.3.1 Internal Combustion Engine (SLI & Start-Stop)
  • 5.3.2 Hybrid (HEV & PHEV)
  • 5.3.3 Battery Electric Vehicle (BEV)
  • 5.3.4 Fuel-Cell Electric Vehicle (FCEV)
• 5.4 By Application
  • 5.4.1 Starting-Lighting-Ignition (SLI)
  • 5.4.2 Propulsion
  • 5.4.3 Start-Stop
  • 5.4.4 Auxiliary/12 V Systems
  • 5.4.5 Battery-as-a-Service / Swap
• 5.5 By Sales Channel
  • 5.5.1 OEM
  • 5.5.2 Aftermarket
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Rest of North America
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 France
    • 5.6.3.3 United Kingdom
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 India
    • 5.6.4.4 South Korea
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle-East and Africa
    • 5.6.5.1 United Arab Emirates
    • 5.6.5.2 Saudi Arabia
    • 5.6.5.3 Egypt
    • 5.6.5.4 South Africa
    • 5.6.5.5 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)
  • 6.4.1 Contemporary Amperex Technology (CATL)
  • 6.4.2 LG Energy Solution
  • 6.4.3 Panasonic Holdings
  • 6.4.4 BYD Co. Ltd.
  • 6.4.5 Samsung SDI
  • 6.4.6 Clarios
  • 6.4.7 GS Yuasa Corporation
  • 6.4.8 VARTA AG
  • 6.4.9 Exide Technologies
  • 6.4.10 EnerSys
  • 6.4.11 A123 Systems
  • 6.4.12 Hitachi Energy (Prime Planet)
  • 6.4.13 Robert Bosch GmbH
  • 6.4.14 Northvolt AB
  • 6.4.15 SK On
  • 6.4.16 EVE Energy
  • 6.4.17 Farasis Energy
  • 6.4.18 SVOLT Energy
  • 6.4.19 Saft Groupe SA

7 Market Opportunities & Future Outlook