印尼電池市場：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031）

根據 Mordor Intelligence 預測，印尼電池市場在 2025 年的價值預計為 16.6 億美元，從 2026 年的 18.4 億美元成長到 2031 年的 32.5 億美元，在預測期（2026-2031 年）內複合年成長率為 12.06%。

本報告按電池類型（一次電池）、技術（鉛酸電池、鋰離子電池、鎳氫電池、鎳鎘電池、鈉硫電池、全固體電池、液流電池和新興化學技術）以及應用（汽車、工業、攜帶式設備、電動工具、SLI 和其他應用）進行細分。市場規模和預測以美元計價。

印尼電池市場趨勢與洞察

國內豐富的鎳資源為扶持下游產業的政策提供了支持。

預計印尼到2024年將生產220萬噸鎳，佔全球總產量的59%。同時，2020年禁止礦石出口的政策強制要求在國內進行加工，導致冶煉廠數量在八年內從2家激增至44家。這項政策已促使電池產業鏈獲得320億美元的投資，但也導致了對海外技術的依賴，61%的提煉產能集中在中國企業。高壓酸浸（HPAL）製程20-25公斤二氧化碳當量排放量帶來的環境、社會和治理（ESG）壓力，正推動可再生能源的普及，從而增加了相關項目的資本投資。寧德時代（CATL）投資60億美元的卡拉旺鎳礦計畫正是這項轉變的象徵，該計畫透過封閉回路型回收利用鎳原料，滿足了出口市場嚴格的可追溯性要求。

在財政獎勵的支持下，對電動車和電動機車的投資激增。

雅加達政府已投入7兆印尼幣用於補貼，將增值稅（VAT）從11%降至1%，並免除符合條件車型的進口關稅，使得電動車銷量在2024年達到44,557輛，年增73%。然而，初期補貼仍然至關重要，因為電動車的平均日行駛里程需要達到84公里，才能使其總擁有成本（TCO）與汽油車持平，而目前的平均每日行駛里程僅為34公里。國產零件使用率（TKDN）標準將於2027年提高至60%，2030年提高至80%，這將迫使汽車製造商（OEM）在本地生產電池組和馬達。現代-LG的10GWh生產線和比亞迪的年產15萬輛的工廠是這一趨勢的先驅。共乘車隊正在證明電池更換的可行性，Grab 和 Gojek 在八個城市運營超過 10,000 輛電動摩托車，並配備了 1,200 個換電站。

對進口鋰鹽和前驅化學品的依賴

由於缺乏經濟可行的鋰礦蘊藏量，製造商主要從中國進口碳酸鋰和氫氧化鋰，並從2025年8月起從澳洲進口。由於2020年至2024年間鋰價波動劇烈，每噸價格在6,000美元至8,3,000美元之間，其成本基礎變得不穩定。寧德時代（CATL）位於卡拉旺的工廠每年可加工3萬噸正極材料，但仍需進口原料，這給利潤率帶來了壓力。中國對石墨出口的限制進一步加劇了供應鏈的脆弱性，促使聯合國項目事務廳（UNOPS）呼籲強制儲備和回收石墨，但這兩項措施目前都沒有立法實施。

細分市場分析

到2025年，可充電電池將佔印尼電池市場佔有率的91.3%，預計到2031年將以13.1%的複合年成長率成長，這主要得益於電動車的強制推廣以及為平衡可再生能源而對儲能的需求。同時，隨著消費者轉向USB充電設備，一次電池正面臨結構性衰退。儘管由於寧德時代（CATL）、現代/LG和比亞迪等企業的裝機量，印尼二次電池市場正逐步接近政府設定的2030年140吉瓦時的目標，但對鋰進口的依賴依然存在。政府第69/2024號法令提高了一次電池的安全標準，加速了低成本進口商之間的產業整合。

傳統乾電池領域的領導企業PT Intercallin正透過增加鋰電池生產來規避風險，但一次電池在遙控器和醫療設備等領域仍有一些小眾應用。然而，即使是這些小眾市場也正受到可充電產品在離網太陽能燈和農村設備等領域普及的衝擊。此外，豪華車領域向鋰離子SLI電池的轉變也為鉛酸起動電池產品線帶來了越來越大的壓力。

其他好處：

• 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 市場狀況

• 市場概覽
• 市場促進因素
  • 有利於將國內豐富的鎳資源開發成下游產業的政策
  • 稅收優惠政策推動電動車和電動機車投資激增。
  • 家用電器和物聯網設備的快速普及
  • 透過競標採購大型儲能設施，以平衡可再生能源的供需。
  • 叫車服務供應商部署「電池即服務」換電站
• 市場限制因素
  • 對進口鋰鹽和前驅化學品的依賴
  • 爪哇走廊以外地區充電和電池更換基礎設施不平衡
  • 從 ESG 角度對 HPAL 鎳加工業務的審查增加了資金籌措風險。
  • 產品價格波動正在破壞利潤率計劃。
• 供應鏈分析
• 法規和標準的發展趨勢
• 技術展望
• 波特五力模型
• PESTLE分析

第5章 市場規模與成長預測

• 依電池類型
  • 一次電池
  • 輔助電池
• 透過技術
  • 鉛酸
  • Li-ion
  • 鎳氫電池
  • 鎳和鎘
  • 鈉和硫
  • 固態電池
  • 液流電池
  • 新興化學技術
• 透過使用
  • 汽車（混合動力車、插電式混合動力車、電動車）
  • 工業用途（電源、固定式（通訊、UPS、ESS 等））
  • 可攜式設備（家用電子電器等）
  • 電動工具
  • SLI
  • 其他用途

第6章 競爭情勢

• 市場集中度
• 策略趨勢（併購、聯盟、購電協議）
• 市場佔有率分析（主要公司的市場排名和佔有率）
• 公司簡介
  • GS Yuasa Corporation
  • Contemporary Amperex Technology Ltd（CATL）
  • PT Century Batteries Indonesia（Nipress）
  • PT Indonesia Battery Corporation（IBC）
  • PT Motobatt Indonesia
  • The Furukawa Battery Co Ltd
  • FDK Corporation
  • Energizer Holdings Inc.
  • BYD Company Ltd
  • LG Energy Solution
  • Samsung SDI Co Ltd
  • Panasonic Energy Co Ltd
  • VARTA AG
  • Murata Manufacturing Co Ltd
  • CALB Co Ltd
  • SVOLT Energy Technology
  • PT New Indobatt Energy Nusantara
  • PT Hartono Istana Technology（Polytron）
  • PT HLI Green Power（Hyundai-LG JV）
  • PT International Chemitech Battery（ABC）

第7章 市場機會與未來展望

According to Mordor Intelligence, the Indonesia battery market size was valued at USD 1.66 billion in 2025 and is estimated to grow from USD 1.84 billion in 2026 to reach USD 3.25 billion by 2031, at a CAGR of 12.06% during the forecast period (2026-2031).

This report is Segmented by Battery Type (Primary Batteries and Secondary Batteries), Technology (Lead-Acid, Li-Ion, Nickel-Metal Hydride, Nickel-Cadmium, Sodium-Sulfur, Solid-State, Flow Battery, and Emerging Chemistries), and Application (Automotive, Industrial, Portable, Power Tools, SLI, and Other Applications). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

Indonesia Battery Market Trends and Insights

Abundant Domestic Nickel Resources Enabling Downstreaming Policy

Indonesia produced 2.2 million t of nickel in 2024, equal to 59% of global output, while its 2020 ore-export ban forced in-country processing, expanding smelter count from 2 to 44 within eight years. The policy attracted USD 32 billion in pledged battery-chain capital but concentrated 61% of refining capacity with Chinese firms, creating dependency on foreign know-how. ESG pressure around HPAL's 20-25 kg CO2-equivalent profile now compels renewable power integration, increasing project capex. CATL's USD 6 billion Karawang complex illustrates the shift, linking nickel feed through closed-loop recycling to meet strict export-market traceability rules.

Surge in EV & e-Motorcycle Investments Backed by Fiscal Incentives

Jakarta allocated IDR 7 trillion subsidies, cut VAT from 11% to 1%, and waived import duties for qualifying models, lifting 2024 EV sales 73% year-over-year to 44,557 units. Yet total cost-of-ownership parity still needs 84 km daily mileage versus the current 34 km average, so up-front subsidies stay critical. TKDN thresholds jump to 60% in 2027 and 80% in 2030, pushing OEMs to localize packs and motors; Hyundai-LG's 10 GWh line and BYD's 150,000-unit plant are early movers. Ride-hailing fleets showcase battery-swap viability, with Grab and Gojek fielding 10,000+ two-wheel EVs across eight cities, supported by 1,200 swap stations.

Dependence on Imported Lithium Salt & Precursor Chemicals

With no economic lithium reserves, manufacturers import carbonate and hydroxide mainly from China and, since August 2025, Australia, exposing cost bases to price swings that ranged USD 6,000-83,000 t between 2020 and 2024. CATL's Karawang hub can process 30,000 t cathode annually but still needs imported feed, limiting margins. China's graphite export controls add another layer of supply-chain fragility, prompting UNOPS to urge stockpiling and recycling mandates, none legislated yet.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Uptake of Consumer Electronics and IoT Devices
2. Utility-Scale Energy-Storage Tenders to Balance Renewables
3. Patchy Charging / Swap Infrastructure Outside Java Corridor

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

Segment Analysis

Rechargeable cells secured 91.3% of the Indonesian battery market share in 2025 and will expand at a 13.1% CAGR to 2031, lifted by EV mandates and renewable-balancing storage. Primary formats face structural decline as consumers migrate to USB-rechargeable devices. CATL, Hyundai-LG, and BYD installations bring Indonesia's battery market size for secondary cells toward the government's 140 GWh 2030 target, though lithium-import exposure endures. Regulation No. 69/2024 raises safety hurdles for primary cells, accelerating consolidation among low-cost importers.

Legacy dry-cell leader PT Intercallin hedged by adding lithium output, while niche primary use persists in remote controls and medical devices. Yet rechargeable uptake in off-grid solar lanterns and rural devices erodes even these pockets. Pressure on lead-acid starter-battery lines also rises as premium car segments adopt lithium-ion SLI replacements.

Complete Report Scope:

• By Battery Type
  • Primary Batteries
  • Secondary Batteries
• By Technology
  • Lead-acid
  • Li-ion
  • Nickel-metal hydride
  • Nickel-cadmium
  • Sodium-sulfur
  • Solid-state
  • Flow Battery
  • Emerging chemistries
• By Application
  • Automotive (HEV, PHEV, and EV)
  • Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • Portable (Consumer Electronics, etc.)
  • Power Tools
  • SLI
  • Other Applications

List of Companies Covered in this Report:

1. GS Yuasa Corporation
2. Contemporary Amperex Technology Ltd (CATL)
3. PT Century Batteries Indonesia (Nipress)
4. PT Indonesia Battery Corporation (IBC)
5. PT Motobatt Indonesia
6. The Furukawa Battery Co Ltd
7. FDK Corporation
8. Energizer Holdings Inc.
9. BYD Company Ltd
10. LG Energy Solution
11. Samsung SDI Co Ltd
12. Panasonic Energy Co Ltd
13. VARTA AG
14. Murata Manufacturing Co Ltd
15. CALB Co Ltd
16. SVOLT Energy Technology
17. PT New Indobatt Energy Nusantara
18. PT Hartono Istana Technology (Polytron)
19. PT HLI Green Power (Hyundai-LG JV)
20. PT International Chemitech Battery (ABC)

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 Abundant domestic nickel resources enabling downstreaming policy
  • 4.2.2 Surge in EV & e-motorcycle investments backed by fiscal incentives
  • 4.2.3 Rapid uptake of consumer electronics and IoT devices
  • 4.2.4 Utility-scale energy-storage tenders to balance renewables
  • 4.2.5 Battery-as-a-Service swap-station roll-outs by ride-hailing firms
• 4.3 Market Restraints
  • 4.3.1 Dependence on imported lithium salt & precursor chemicals
  • 4.3.2 Patchy charging/swap infrastructure outside Java corridor
  • 4.3.3 ESG scrutiny of HPAL nickel processing raising financing risk
  • 4.3.4 Commodity-price volatility eroding margin planning
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory & Standards Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Industry Rivalry
• 4.8 PESTLE Analysis

5 Market Size & Growth Forecasts

• 5.1 By Battery Type
  • 5.1.1 Primary Batteries
  • 5.1.2 Secondary Batteries
• 5.2 By Technology
  • 5.2.1 Lead-acid
  • 5.2.2 Li-ion
  • 5.2.3 Nickel-metal hydride
  • 5.2.4 Nickel-cadmium
  • 5.2.5 Sodium-sulfur
  • 5.2.6 Solid-state
  • 5.2.7 Flow Battery
  • 5.2.8 Emerging chemistries
• 5.3 By Application
  • 5.3.1 Automotive (HEV, PHEV, and EV)
  • 5.3.2 Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • 5.3.3 Portable (Consumer Electronics, etc.)
  • 5.3.4 Power Tools
  • 5.3.5 SLI
  • 5.3.6 Other Applications

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 GS Yuasa Corporation
  • 6.4.2 Contemporary Amperex Technology Ltd (CATL)
  • 6.4.3 PT Century Batteries Indonesia (Nipress)
  • 6.4.4 PT Indonesia Battery Corporation (IBC)
  • 6.4.5 PT Motobatt Indonesia
  • 6.4.6 The Furukawa Battery Co Ltd
  • 6.4.7 FDK Corporation
  • 6.4.8 Energizer Holdings Inc.
  • 6.4.9 BYD Company Ltd
  • 6.4.10 LG Energy Solution
  • 6.4.11 Samsung SDI Co Ltd
  • 6.4.12 Panasonic Energy Co Ltd
  • 6.4.13 VARTA AG
  • 6.4.14 Murata Manufacturing Co Ltd
  • 6.4.15 CALB Co Ltd
  • 6.4.16 SVOLT Energy Technology
  • 6.4.17 PT New Indobatt Energy Nusantara
  • 6.4.18 PT Hartono Istana Technology (Polytron)
  • 6.4.19 PT HLI Green Power (Hyundai-LG JV)
  • 6.4.20 PT International Chemitech Battery (ABC)

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment