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市場調查報告書
商品編碼
2116050

電動自行車電池組：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031）

E-Bike Battery Pack - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3個工作天內

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簡介目錄

據 Mordor Intelligence 稱，2026 年電動自行車電池組市場規模預計為 155.4 億美元，高於 2025 年的 137.2 億美元，預計到 2031 年將達到 288.6 億美元。

預計從 2026 年到 2031 年，其複合年成長率將達到 13.2%。

電動自行車電池組市場-IMG1

本報告按電池類型（鋰離子電池、鉛酸電池等）、電池組安裝位置（後貨架、下管等）、電壓等級（36V 或以下等）、最終用途（城市通勤、貨運/配送等）、配銷通路（原廠配套、售後替換）和地區進行細分。市場預測以價值（美元）和銷售量（千瓦時）表示。

全球電動自行車電池組市場趨勢及洞察

鋰離子電池成本降低趨勢

2024年，鋰離子電池組價格下降了20%，達到每千瓦時115美元，同時電芯成本也降低。價格下降主要歸功於超級工廠的規模經濟、NMC和LFP正極材料化學成分的最佳化，以及正極材料製造商和電池組組裝製造商之間物流效率的提高。更低的電池組價格使得品牌能夠在不提高零售價格的情況下提供續航里程更長的車型，從而吸引了對價格敏感的消費者進入電動自行車電池市場。亞洲主要供應商採用的從電芯到模組的垂直整合策略，使其利潤率在原料價格波動的情況下保持穩定。同時，歐美製造商則透過UL 2849認證和延長保固期來凸顯自身差異化優勢，反映了不同的競爭策略。儘管原物料價格飆升和新關稅的訂定可能會減緩價格下降的步伐，但大型工廠的結構性成本優勢仍然存在。

都市區最後一公里配送的蓬勃發展正在推動對高週轉率包裝的需求。

目前，商業業者對電池組的需求量很大，要求其每年能夠承受超過1000次循環，遠超過休閒用戶通常50-100次的循環次數。 UPS已在全球部署了超過1萬輛低排放車輛，包括電動自行車，以減少城市配送相關的排放，這迫使供應商轉向使用磷酸鋰鐵（LFP）化學電池，因為這種電池因其高循環壽命而備受青睞。外送平台正在補貼配送人員購買電動自行車，這種綜合需求促使企業開發針對特定應用情境的電池產品線。在高循環使用環境下，能夠最佳化控制充電速率和監控電池溫度的電池管理軟體至關重要。因此，電動自行車電池市場細分為消費級電池組和商用級解決方案，兩者各有其獨特的價值提案。先進的遙測技術能夠預測何時需要更換或維修電池，從而進一步降低車隊管理者每公里的生命週期成本。

小型電池組的每千瓦時價格較高（比電動車高出 40% 以上）

電動自行車電池組的每千瓦時成本比汽車級電池高出40%以上。這是因為每種設計都必須適合特定的車架形狀，並滿足小規模認證要求。電池管理系統（BMS）硬體、機殼模具以及聯合國38.3運輸測試等固定成本分攤到相對較小的瓦時產量上，增加了成本負擔。供應商正透過模組化平台來解決這個問題，這些平台可以在多個型號之間共用電芯和電子元件，但成本分攤的效果仍然有限。這種價格差異對入門級車型的性價比造成了壓力，而高階通勤車型則透過優先減輕重量來抵消這部分成本。如果電動自行車車架製造商能夠統一安裝規格並擴大批量，那麼採用汽車級圓柱形電池的標準化或許可以縮小這一差距。

細分市場分析

到2025年，鋰離子電池技術將佔據電動自行車電池市場68.62%的佔有率。預計該細分市場將以14.87%的複合年成長率成長，在NMC和LFP電池成本下降的推動下，帶動整個電動自行車電池市場的成長。入門級製造商由於鉛酸電池售價極低而繼續使用，但由於重量和循環壽命短等缺點，其應用範圍僅限於農村地區。鈉離子電池在2025年的商業化表明，即使是能量密度較低的化學電池，也能在沒有政府補貼的情況下吸引新的消費群體。在整個預測期內，鋰離子電池仍將是電動自行車電池產業的支柱，但一旦電池組產量超過經濟損益平衡點，注重成本的消費者將轉向鈉離子電池。

競爭格局因化學成分的不同而有所差異。寧德時代（CATL）的延壽塗層「TECTRANS」提升了磷酸鐵鋰電池組的耐久性，使其在高循環車輛應用中擁有決定性優勢。同時，雅迪（Yadea）利用鈉離子電池的耐寒性，拓展了在華北、俄羅斯和斯堪地那維亞國家的銷售。高階品牌採用NMC811正極材料來延長續航里程，而磷酸鐵鋰電池則擴大應用於商用車，以最大限度地減少因更換電池而造成的停機時間。多種化學成分的共存支撐著多層次的供應鏈生態系統，從而降低了電動自行車電池市場對單一技術的依賴風險。

預計到2025年，下管式電池組將佔總銷量的70.45%，其均衡的重量分佈和與傳統自行車輪廓相呼應的精緻外觀備受青睞。後貨架模組預計將以每年14.05%的速度成長，因為市場對更大容量的後貨架模組的需求不斷成長，而這些模組無法安裝在貨運自行車和家用自行車纖細的下管中。商用配送自行車製造商正在採用頂部安裝式貨架，這種貨架無需拆卸車架外殼即可快速更換，從而直接減少了配送人員的停機時間。車架內置儲物空間正受到注重防盜和耐候性的高階都市區通勤者的青睞，即使這會增加維護工作量。

監管政策的變化要求在公寓內存放電池時必須將其取出，這使得完全整合的策略變得複雜。博斯的數位「電池鎖」解決了這個難題，用戶可以透過智慧型手機應用程式在需要進行室內充電時解鎖電池。平台設計商現在提供模組化導軌，可同時相容於下管和後貨架電池組，使原始設備製造商 (OEM) 能夠柔軟性滿足不同客戶群的需求，同時仍可訂購通用電芯。最終的爭論歸根結底在於維護的便利性和美觀性哪個更重要，而這兩種方式在電動自行車電池市場都將繼續發揮關鍵作用。

區域分析

預計到2025年，亞太地區將佔全球電動摩托車和電動自行車銷量的56.60%，其中中國電動機車和電動自行車的出口額將超過400億元人民幣（約55億美元）。韓國和日本在先進電池研發方面貢獻良多，這些成果也正惠及歐洲高階品牌。同時，2025會計年度印度電動二輪車的銷售量凸顯了價格敏感型市場的潛在需求。儘管亞太地區佔據主導市場佔有率，但其對國內鋰加工的高度依賴帶來了關稅風險，迫使一些供應商在越南和匈牙利等地設立衛星組裝廠，以確保對西方國家的出口不受關稅影響。

預計到2031年，南美洲的複合年成長率將達到16.55%。波哥大「CicloRUTA」計畫的擴展、聖保羅的低利率電動自行車貸款以及巴西的稅收返還制度，都為通勤和貨運車型創造了有利的市場環境。供應鏈的挑戰——主要是缺乏認證服務中心和電池回收——可能會減緩電動自行車的普及速度，因此各國政府正尋求吸引外國直接投資，用於本地電池組組裝。如果鈉離子電池組能夠降低車輛的初始成本，並緩解熱帶氣候下續航里程的下降，那麼該地區的成長速度可能會進一步加快。

歐洲和北美市場相對成熟，但隨著政策措施的加強，預計仍將保持中等個位數的成長。法國對貨運自行車的補貼以及德國的企業自行車租賃政策正在推動高容量電池的普及，延長電池更換週期，同時也提升了總瓦時需求。歐盟電池法規將於2027年強制推行數位通行證制度，這將增加行政負擔，但大規模供應商將更容易承擔。在美國，聯邦稅額扣抵和加州的代金券計劃正在推動電池普及，使其從主要城市中心擴展到郊區。紐約和舊金山更嚴格的消防安全法規可能會暫時減緩成長勢頭，但隨著認證標準的逐步落實，預計到2026年成長將恢復。

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
    • 鋰離子電池成本降低趨勢
    • 都市區最後一公里配送的激增推動了對高週轉率包裝的需求。
    • 40多個國家的政府採購獎勵措施
    • 共用車輛的電池即服務 (BaaS) 模式
    • 圓柱形（21700/32140），支援快速充電。
    • 鈉離子電池試點生產線的推出，使得低成本入門機型成為可能。
  • 市場限制因素
    • 小型電池組每度電價比電動車高出40%以上
    • 人口密集城市的消防和保險法規
    • 以中國為中心的電池供應－面臨關稅和地緣政治風險
    • 保固期不到 5 年的差距限制了總成本的公平性。
  • 價值供應鏈分析
  • 監理情勢
  • 技術展望
  • 波特五力模型

第5章 市場規模、成長預測與銷售量（千瓦時）

  • 依電池類型
    • 鋰離子
      • NMC
      • LFP
    • 鉛酸
    • 其他化學系統（鎳氫、鈉離子）
  • 電池組安裝類型
    • 後貨架
    • 下管
    • 框內/整合
  • 電壓等級
    • 36伏或更低
    • 37～48 V
    • 48伏特或以上
  • 按最終用途
    • 都市區通勤者
    • 貨物/配送
    • 登山/健行
    • 折疊式/微型移動
  • 透過分銷管道
    • 原廠安裝零件
    • 售後替換零件
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美國家
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 義大利
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太國家
    • 中東和非洲
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 南非
      • 埃及
      • 其他中東和非洲國家

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
    • Samsung SDI Co., Ltd.
    • Panasonic Industry
    • Shimano Inc.
    • BMZ GmbH
    • LG Energy Solution, Ltd.
    • CATL
    • Bafang Electric（Suzhou）Co., Ltd.
    • Bosch eBike Systems
    • Mahle GmbH
    • Kingbo Power Technology Co., Ltd.
    • Yoku Energy
    • ENERdan GmbH
    • Giant Manufacturing Co., Ltd.
    • Accell Group

第7章 市場機會與未來展望

簡介目錄
Product Code: 71735

According to Mordor Intelligence, the e-bike battery pack market size in 2026 is estimated at USD 15.54 billion, growing from 2025 value of USD 13.72 billion with 2031 projections showing USD 28.86 billion, growing at 13.2% CAGR over 2026-2031.

E-Bike Battery Pack - Market - IMG1

This report is Segmented by Battery Type (Lithium-Ion, Lead-Acid, and More), Battery Pack Position Type (Rear Carrier, Down Tube, and More), Voltage Class (Less Than/Equals 36V, and More), End-Use Application (Urban Commuter, Cargo/Delivery, and More), Distribution Channel (OEM-Fitted, Aftermarket Replacement), and Geography. The Market Forecasts are Provided in Terms of Value (USD) and Volume (kWh).

Global E-Bike Battery Pack Market Trends and Insights

Cost-Down Trend in Li-ion Cells

Lithium-ion pack prices fell 20% in 2024, reaching USD 115 per kWh at the pack level, while cell costs also slid. These declines stem from gigafactory scale economies, optimized NMC and LFP cathode chemistries, and streamlined logistics between cathode producers and pack assemblers. Lower pack prices let brands offer extended-range models without raising retail tags, drawing cost-sensitive buyers into the e-bike battery market. Vertical integration strategies from cell to module adopted by major Asian suppliers stabilize margins despite raw-material volatility. Western manufacturers instead differentiate via UL 2849 certifications and longer warranties, reflecting diverging competitive postures. Raw-material spikes or fresh tariffs could slow the deflationary curve, yet the structural cost advantage of larger plants remains intact.

Urban-Last-Mile Delivery Boom Fuels High-Cycle Packs

Commercial operators now demand packs that withstand more than 1,000 cycles each year, far exceeding the 50-100 cycles typical for leisure riders. UPS has deployed over 10,000 low-emission vehicles, including e-bikes worldwide, to cut downtown delivery emissions, pushing suppliers toward LFP chemistry valued for its cycle life . Food-delivery apps subsidize e-bike purchases for couriers, generating aggregated volumes that justify fit-for-purpose battery lines. High-cycle duty elevates the role of battery-management software capable of optimally throttling charge rates and monitoring cell temperatures. The e-bike battery market thus segments into consumer-range packs and commercial-grade solutions, each carrying distinct value propositions. Advanced telemetry further lowers lifetime cost per kilometer for fleet managers by predicting swap or service windows.

Small-Pack USD/kWh Premium vs. EV (Above 40%)

E-bike packs cost more than 40% per kWh above auto-grade batteries because each design must fit unique frame geometries and meet small-scale certification hurdles. Fixed costs for BMS hardware, enclosure tooling, and UN 38.3 transport testing weigh heavier when spread across modest watt-hour volumes. Suppliers respond with modular platforms that share cells and electronics across multiple models, yet the dilution effect remains limited. While the premium strains entry-level affordability, premium commuters absorb it in favor of lighter weight. Convergence with automotive cylindrical formats could narrow the gap, but only if e-bike frame makers align mounting standards and achieve higher lot sizes.

Other drivers and restraints analyzed in the detailed report include:

  1. Government Purchase Incentives in More Than 40 Countries
  2. Battery-as-a-Service (BaaS) Models for Shared Fleets
  3. Fire-Safety and Insurance Restrictions in Dense Cities

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

Segment Analysis

Lithium-ion technology held 68.62% of e-bike battery market share in 2025. The segment is projected to grow at a 14.87% CAGR, supported by falling NMC and LFP costs that reinforce the overall e-bike battery market. Entry-level manufacturers keep lead-acid alive for its ultra-low sticker price, yet weight and cycle-life penalties confine its role to niche rural geographies. Sodium-ion's 2025 commercial release illustrates how lower-density chemistries can unlock fresh consumer layers without government subsidies. Over the forecast period, lithium-ion will remain the anchor of the e-bike battery industry, but cost-driven segments shift toward sodium-ion once pack volumes cross economic break-even thresholds.

Competitive dynamics differ by chemistry. CATL's TECTRANS lifetime-extension coating promises durability for LFP packs, a decisive advantage in high-cycle fleets. On the other hand, Yadea leverages sodium-ion's cold-weather resilience to broaden sales in northern China, Russia, and Scandinavia. Premium brands chase NMC811 cathodes for extended range, but commercial fleets increasingly adopt LFP to minimize replacement downtime. The coexistence of multiple chemistries supports a layered supply ecosystem, mitigating single-technology dependence risk within the e-bike battery market.

Down-tube packs commanded 70.45% of 2025 revenue, favored for balanced weight distribution and sleek aesthetics that mirror conventional bike silhouettes. Rear-carrier modules are set to expand 14.05% annually as cargo and family bikes require higher capacities that cannot fit within slender down tubes. Manufacturers of commercial delivery bikes choose rack-top positioning to enable quick swaps without dismantling frame covers, a feature that directly lowers courier downtime. Integrated in-frame cavities attract premium urban commuters who value theft resistance and weather sealing, even if servicing becomes more labor-intensive.

Regulatory changes that mandate battery removability for apartment storage complicate full integration strategies. Bosch's digital Battery Lock seeks to square the circle by allowing user-controlled unlock via a phone app when removal is required for indoor charging. Platform designers now offer modular rails that accept both down-tube and rear-carrier packs, granting OEMs flexibility to serve multiple customer personas while ordering common cells. The debate will ultimately center on maintenance convenience versus visual appeal, keeping both approaches relevant inside the e-bike battery market.

Complete Report Scope:

  • By Battery Type
    • Lithium-ion
      • NMC
      • LFP
    • Lead-acid
    • Other Chemistries (Ni-MH, Na-ion)
  • By Battery Pack Position Type
    • Rear Carrier
    • Down Tube
    • In-Frame / Integrated
  • By Voltage Class
    • Less than/equals 36 V
    • 37-48 V
    • Above 48 V
  • By End-use Application
    • Urban Commuter
    • Cargo / Delivery
    • Mountain / Trekking
    • Folding / Micro-mobility
  • By Distribution Channel
    • OEM-fitted
    • Aftermarket Replacement
  • By Geography
    • North America
      • United States
      • Canada
      • Mexico
    • South America
      • Brazil
      • Argentina
      • Rest of South America
    • Europe
      • United Kingdom
      • Germany
      • France
      • Italy
      • Rest of Europe
    • Asia-Pacific
      • China
      • India
      • Japan
      • South Korea
      • Rest of Asia-Pacific
    • Middle East and Africa
      • Saudi Arabia
      • United Arab Emirates
      • South Africa
      • Egypt
      • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific held 56.60% of global 2025 revenue, with China exporting electric motorcycles and e-bikes exceeded 40 billion yuan (USD 5.5 billion) that year. Korea and Japan contribute advanced cell R&D that trickles into premium European brands, while India's e-two-wheeler unit sales in FY 2025 underscore latent demand in value-driven segments. Despite its dominance, the region's dependency on domestic lithium processing invites tariff risk, pushing some suppliers to establish satellite assembly in Vietnam and Hungary for tariff-neutral shipping into the West.

South America will clock a 16.55% CAGR through 2031. Bogota's CicloRUTA expansion, Sao Paulo's low-interest e-bike loans, and Brazilian tax rebates create fertile ground for both commuter and cargo models. Supply-chain gaps-chiefly in certified service centers and battery recycling-could temper adoption, prompting governments to court foreign direct investment in localized pack assembly. Regional growth accelerates once sodium-ion packs cut initial vehicle prices and mitigate range loss under tropical temperatures.

Europe and North America represent relatively mature arenas yet still promise mid-single-digit growth as policy measures intensify. France's cargo-bike grants and Germany's company-bike leasing encourage larger battery formats, prolonging replacement cycles yet raising aggregate watt-hour demand. The EU Battery Regulation will mandate digital passports by 2027, adding administrative overhead that larger suppliers can absorb more easily. In the United States, a federal tax credit plus California's voucher stack together to drive suburban uptake beyond core urban centers. Fire-safety rules tightening in New York and San Francisco may momentarily slow momentum, but improved certification compliance is expected to restore growth by 2026.

  1. Samsung SDI Co., Ltd.
  2. Panasonic Industry
  3. Shimano Inc.
  4. BMZ GmbH
  5. LG Energy Solution, Ltd.
  6. CATL
  7. Bafang Electric (Suzhou) Co., Ltd.
  8. Bosch eBike Systems
  9. Mahle GmbH
  10. Kingbo Power Technology Co., Ltd.
  11. Yoku Energy
  12. ENERdan GmbH
  13. Giant Manufacturing Co., Ltd.
  14. Accell Group

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 Cost-Down Trend in Li-ion Cells
    • 4.2.2 Urban-Last-Mile Delivery Boom Fuels High-Cycle Packs
    • 4.2.3 Government Purchase Incentives in More Than 40 Countries
    • 4.2.4 Battery-as-a-Service (BaaS) Models for Shared Fleets
    • 4.2.5 Fast-Charge Capable Cylindrical Formats (21700/32140)
    • 4.2.6 Sodium-Ion Pilot Lines Unlock Low-Cost Entry Bikes
  • 4.3 Market Restraints
    • 4.3.1 Small-Pack USD/kWh Premium vs. EV (Above 40%)
    • 4.3.2 Fire-Safety and Insurance Restrictions in Dense Cities
    • 4.3.3 China-Centric Cell Supply-Tariff and Geo-Risk Exposure
    • 4.3.4 Sub-5 Year Warranty Gap Limits Total-Cost Parity
  • 4.4 Value / Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD) and Volume (kWh))

  • 5.1 By Battery Type
    • 5.1.1 Lithium-ion
      • 5.1.1.1 NMC
      • 5.1.1.2 LFP
    • 5.1.2 Lead-acid
    • 5.1.3 Other Chemistries (Ni-MH, Na-ion)
  • 5.2 By Battery Pack Position Type
    • 5.2.1 Rear Carrier
    • 5.2.2 Down Tube
    • 5.2.3 In-Frame / Integrated
  • 5.3 By Voltage Class
    • 5.3.1 Less than/equals 36 V
    • 5.3.2 37-48 V
    • 5.3.3 Above 48 V
  • 5.4 By End-use Application
    • 5.4.1 Urban Commuter
    • 5.4.2 Cargo / Delivery
    • 5.4.3 Mountain / Trekking
    • 5.4.4 Folding / Micro-mobility
  • 5.5 By Distribution Channel
    • 5.5.1 OEM-fitted
    • 5.5.2 Aftermarket Replacement
  • 5.6 By Geography
    • 5.6.1 North America
      • 5.6.1.1 United States
      • 5.6.1.2 Canada
      • 5.6.1.3 Mexico
    • 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 United Kingdom
      • 5.6.3.2 Germany
      • 5.6.3.3 France
      • 5.6.3.4 Italy
      • 5.6.3.5 Rest of Europe
    • 5.6.4 Asia-Pacific
      • 5.6.4.1 China
      • 5.6.4.2 India
      • 5.6.4.3 Japan
      • 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 Saudi Arabia
      • 5.6.5.2 United Arab Emirates
      • 5.6.5.3 South Africa
      • 5.6.5.4 Egypt
      • 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 and Services, SWOT Analysis, and Recent Developments)
    • 6.4.1 Samsung SDI Co., Ltd.
    • 6.4.2 Panasonic Industry
    • 6.4.3 Shimano Inc.
    • 6.4.4 BMZ GmbH
    • 6.4.5 LG Energy Solution, Ltd.
    • 6.4.6 CATL
    • 6.4.7 Bafang Electric (Suzhou) Co., Ltd.
    • 6.4.8 Bosch eBike Systems
    • 6.4.9 Mahle GmbH
    • 6.4.10 Kingbo Power Technology Co., Ltd.
    • 6.4.11 Yoku Energy
    • 6.4.12 ENERdan GmbH
    • 6.4.13 Giant Manufacturing Co., Ltd.
    • 6.4.14 Accell Group

7 Market Opportunities & Future Outlook

  • 7.1 White-space & Unmet-Need Assessment