東南亞電池市場：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，東南亞電池市場規模將從 2025 年的 65.2 億美元成長到 2026 年的 70.7 億美元，然後在 2031 年達到 112 億美元，2026 年至 2031 年的複合年成長率為 9.63%。

本報告根據電池類型（一次電池和二次電池）、技術（鉛酸電池、鋰離子電池、鎳氫電池、鎳鎘電池、鈉硫電池、固體電池等）、應用（汽車、工業、攜帶式、電動工具、SLI 等）和地區（印尼、馬來西亞、菲律賓、新加坡、泰國、越南、緬甸和東南亞其他地區）對產業進行分類。

東南亞電池市場趨勢與洞察

促進東協各地採用電動車的措施

財政措施正在降低電池式電動車的擁有成本，迫使汽車製造商在本地採購電池。 2024年，印尼免除了售價低於15億印尼幣的電動車的奢侈品稅，這使得現代和比亞迪能夠擴大本地組裝。泰國將「電動車3.5」計畫延長至2027年，該計畫將為期八年的企業所得稅豁免與國內電池組生產掛鉤。越南的「第876號決定」設定了2030年電動車普及率達到5%的目標，並透過加快充電基礎設施補貼，將總擁有成本降低約15%。馬來西亞的「低碳旅遊藍圖」免除了電動車的消費稅，直到2025年，但其普及率落後於印尼和泰國。透過這些舉措，政策制定者正在縮短供應鏈，並將電池、模組和電池組的生產線更靠近終端市場。

通訊領域對5G基地台備用電源的需求激增

由於第五代行動通訊（5G）基地台的耗電量是4G的兩到三倍，電信業者正用鋰離子電池櫃取代柴油發電機。 Smart Axiata在2024年維修了柬埔寨的1,200個基地台，燃料成本降低了60%，二氧化碳排放量每年減少了8,000噸。泰國的AIS和True Corp正在農村基地台測試和營運太陽能和電池相結合的混合系統，以解決電力供應不穩定的問題。 EnerSys公司推出了一種電池櫃，可以將電池溫度保持在35°C以下，以減輕熱帶高溫造成的容量衰減。新加坡的運轉率機構要求電信業者維持99.9%的服務水平，這實際上要求在關鍵位置部署高可靠性的儲能系統。在這個細分市場，更快的充電速度、更小的體積和更低的維護成本正在推動鋰離子電池的普及，其普及速度甚至超過了汽車產業。

與傳統電池相比，鋰離子電池需要更高的資本投入。

鋰離子電池超級工廠的建造成本為每吉瓦時1億至1.5億美元，而鉛酸電池生產線的成本僅為每吉瓦時2000萬至4000萬美元。正是由於這種差異，像馬來西亞的Favelle Favco和印尼的PT Nipress這樣的區域性公司仍在不斷擴大其鉛酸電池產能，以滿足對價格敏感的商用車和固定式備用電源買家的需求。儘管印尼和泰國提供多年的稅收減免和土地補貼，但建造一座世界級工廠仍需要50億至100億美元的投資，這迫使當地的大型企業集團與外國公司成立合資企業。固態固體和液流電池需要專門的生產設備，且生產良率尚未確定，導致初始投資成本更高。因此，早期採用這些電池技術僅限於擁有雄厚研發預算的大型成熟企業。

細分市場分析

預計到2025年，可充電電池將佔電池銷售額的77.8%，年複合成長率達10.5%，主要得益於電動車、電網儲能以及需要數千次充電循環的通訊設備的日益普及。一次性電池目前仍用於遠端感測器和緊急設備，但隨著微電網的日益普及，其市場佔有率正在下降。 VinFast在越南的換電網路清楚地展示了可重複使用電池設計如何提高電池組的利用率，並提升東南亞電池市場的處理能力。諸如新加坡計劃對一次性電池課稅等法規提案，正在進一步加速向可充電電池的轉型。

三星SDI和豐田共同開發的固體電池原型能量密度超過500Wh/kg，目標循環壽命為3000次，這意味著它們有望成為鋰離子電池進一步擴大市場佔有率的中期過渡方案。然而，由於製造良率低於80%，且成本是鋰離子電池的三倍，固態電池的初期應用僅限於高階電動車和航太領域。憑藉更長的續航里程和更佳的熱穩定性，固體電池有望在未來十年成為東南亞電池市場的重要變革力量。

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
  • 促進東協各地採用電動車的措施
  • 通訊領域對備用 5G 基地台的需求激增
  • 引進併網型太陽能發電+儲能系統
  • 中國的區域供應鏈轉移
  • 兩輪和三輪電動代步車電池更換
  • 鎳紅土礦開採以實現前驅體的自給自足
• 市場限制因素
  • 與傳統電池相比，鋰離子電池需要更高的資本投入。
  • 不發達的回收生態系統
  • 雙邊購電協議（PPA）相關政策的不確定性
  • 加強火災事故後危險物品運輸的相關規定。
• 供應鏈分析
• 監理情勢
• 技術展望
• 波特五力模型

第5章 市場規模與成長預測

• 依電池類型
  • 主電池
  • 輔助電池
• 透過技術
  • 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
  • 新興化工公司電池
• 透過使用
  • 汽車（油電混合車、插電式混合動力車、電動車）
  • 工業（移動式、固定式（通訊、UPS、ESS）、其他）
  • 可攜式（家用電器等）
  • 電動工具
  • SLI
  • 其他
• 按地區
  • 印尼
  • 馬來西亞
  • 菲律賓
  • 新加坡
  • 泰國
  • 越南
  • 緬甸
  • 其他東南亞國家

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
  • BYD Co. Ltd.
  • CATL
  • C&D Technologies Inc.
  • Clarios
  • East Penn Manufacturing Co. Inc.
  • Exide Industries Ltd.
  • FIAMM Energy Technology SpA
  • GS Yuasa Corporation
  • LG Energy Solution
  • Panasonic Holdings Corp.
  • Samsung SDI Co. Ltd.
  • Saft Groupe SA
  • Tesla Inc.
  • Tianjin Lishen Battery Co. Ltd.
  • Leoch International
  • Narada Power
  • EVE Energy
  • Gotion High-Tech
  • Vision Group
  • VARTA AG

第7章 市場機會與未來展望

According to Mordor Intelligence, the Southeast Asia battery market size is expected to grow from USD 6.52 billion in 2025 to USD 7.07 billion in 2026 and is forecast to reach USD 11.20 billion by 2031 at 9.63% CAGR over 2026-2031.

This report Segments the Industry Into Battery Type (Primary Batteries and Secondary Batteries), Technology (Lead-Acid, Lithium-Ion, Nickel-Metal Hydride, Nickel-Cadmium, Sodium-Sulfur, Solid-State, and More), Application (Automotive, Industrial, Portable, Power Tools, SLI, and Others), and Geography (Indonesia, Malaysia, Philippines, Singapore, Thailand, Vietnam, Myanmar, and Rest of Southeast Asia).

Southeast Asia Battery Market Trends and Insights

Rapid EV-Adoption Incentives Across ASEAN

Fiscal packages are compressing ownership costs for battery electric vehicles and pushing automakers to source cells locally. Indonesia waived luxury-goods tax on EVs priced below IDR 1.5 billion in 2024, prompting Hyundai and BYD to boost local assembly. Thailand extended its EV 3.5 scheme through 2027 and ties eight-year corporate income-tax holidays to domestic pack production. Vietnam's Decision 876 sets a 5% penetration target by 2030, front-loading charging-infrastructure subsidies that cut the total cost of ownership by about 15%. Malaysia's Low Carbon Mobility Blueprint exempts EVs from excise duty until 2025, though deployment trails Indonesia and Thailand. Policymakers are thus shortening supply chains and drawing cell, module, and pack lines closer to end-markets.

Telecom 5G Tower Back-Up Demand Spike

Fifth-generation base stations draw two to three times more energy than 4G, motivating operators to swap diesel gensets for lithium-ion cabinets. Smart Axiata retrofitted 1,200 Cambodian towers in 2024, cutting fuel spend by 60% and abating 8,000 t of CO2 annually. Thailand's AIS and True Corp are piloting solar-battery hybrids at rural sites to counter erratic grid service. EnerSys launched cabinets that hold cell temperature under 35 °C to curb capacity fade in tropical heat. Regulatory uptime mandates in Singapore obligate telecoms to maintain 99.9% service, effectively requiring high-reliability storage at key nodes. Faster recharge, smaller footprints, and lower maintenance costs are driving lithium-ion adoption ahead of automotive timelines in this niche.

High Li-Ion Capex Versus Legacy Chemistries

Lithium-ion gigafactories cost USD 100 million to USD 150 million per GWh, versus USD 20 million to USD 40 million for lead-acid lines. This gap explains why regional firms such as Malaysia's Favelle Favco and Indonesia's PT Nipress keep expanding lead-acid capacity to serve price-sensitive commercial-vehicle and stationary-backup buyers. Indonesia and Thailand offer multi-year tax holidays and subsidized land, yet world-class plants still need USD 5 billion to USD 10 billion, forcing local conglomerates into foreign joint ventures. Solid-state and flow-battery formats carry even steeper upfront costs because they require specialty production tools and unproven yields, limiting early adoption to large incumbents with deep R&D budgets.

Other drivers and restraints analyzed in the detailed report include:

1. Grid-Scale Solar+Storage Roll-Outs
2. Regional Supply-Chain Relocation From China
3. Under-Developed Recycling Ecosystem

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

Segment Analysis

Secondary batteries accounted for 77.8% of 2025 revenue, with the segment tracking a 10.5% CAGR on the back of electric-vehicle, grid-storage, and telecom installations that require thousands of charge cycles. Primary formats remain in remote sensors and emergency gear, but are losing ground as microgrid deployment spreads. Vietnam's battery-swapping mesh, led by VinFast, underscores how recurring-use designs stretch pack utilization and drive throughput in the Southeast Asia battery market. Regulatory proposals such as Singapore's planned levy on single-use cells further tip the balance toward rechargeables.

Solid-state prototypes from Samsung SDI and Toyota exceed 500 Wh per kg and target 3,000-cycle life, signaling a medium-term bridge to even higher rechargeable share. Manufacturing yields below 80% and triple the cost of lithium-ion confines early deployments to premium EVs and aerospace. Nonetheless, longer range and thermal stability make solid-state a credible disruptor of the Southeast Asia battery market over the next decade.

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
• By Geography
  • Indonesia
  • Malaysia
  • Philippines
  • Singapore
  • Thailand
  • Vietnam
  • Myanmar
  • Rest of Southeast Asia

List of Companies Covered in this Report:

1. BYD Co. Ltd.
2. CATL
3. C&D Technologies Inc.
4. Clarios
5. East Penn Manufacturing Co. Inc.
6. Exide Industries Ltd.
7. FIAMM Energy Technology SpA
8. GS Yuasa Corporation
9. LG Energy Solution
10. Panasonic Holdings Corp.
11. Samsung SDI Co. Ltd.
12. Saft Groupe SA
13. Tesla Inc.
14. Tianjin Lishen Battery Co. Ltd.
15. Leoch International
16. Narada Power
17. EVE Energy
18. Gotion High-Tech
19. Vision Group
20. VARTA AG

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 Rapid EV-adoption incentives across ASEAN
  • 4.2.2 Telecom 5G tower back-up demand spike
  • 4.2.3 Grid-scale solar+storage roll-outs
  • 4.2.4 Regional supply-chain relocation from China
  • 4.2.5 Battery-swapping for 2-W & 3-W e-mobility
  • 4.2.6 Nickel-laterite mining for precursor self-sufficiency
• 4.3 Market Restraints
  • 4.3.1 High Li-ion capex vs legacy chemistries
  • 4.3.2 Under-developed recycling ecosystem
  • 4.3.3 Bilateral PPA policy uncertainty
  • 4.3.4 Stricter haz-mat shipping rules after fire incidents
• 4.4 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 Competitive Rivalry

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
• 5.4 By Geography
  • 5.4.1 Indonesia
  • 5.4.2 Malaysia
  • 5.4.3 Philippines
  • 5.4.4 Singapore
  • 5.4.5 Thailand
  • 5.4.6 Vietnam
  • 5.4.7 Myanmar
  • 5.4.8 Rest of Southeast Asia

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 BYD Co. Ltd.
  • 6.4.2 CATL
  • 6.4.3 C&D Technologies Inc.
  • 6.4.4 Clarios
  • 6.4.5 East Penn Manufacturing Co. Inc.
  • 6.4.6 Exide Industries Ltd.
  • 6.4.7 FIAMM Energy Technology SpA
  • 6.4.8 GS Yuasa Corporation
  • 6.4.9 LG Energy Solution
  • 6.4.10 Panasonic Holdings Corp.
  • 6.4.11 Samsung SDI Co. Ltd.
  • 6.4.12 Saft Groupe SA
  • 6.4.13 Tesla Inc.
  • 6.4.14 Tianjin Lishen Battery Co. Ltd.
  • 6.4.15 Leoch International
  • 6.4.16 Narada Power
  • 6.4.17 EVE Energy
  • 6.4.18 Gotion High-Tech
  • 6.4.19 Vision Group
  • 6.4.20 VARTA AG

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment