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

根據 Mordor Intelligence 預測，日本電池市場規模預計將從 2025 年的 38.2 億美元成長到 2026 年的 39.9 億美元，到 2031 年達到 49.1 億美元，2026 年至 2031 年的複合年成長率預計為 4.25%。

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、全固體等）和應用領域（汽車、工業、攜帶式設備、電動工具、SLI 等）對產業進行細分。市場規模和預測均以美元計價。

日本電池市場趨勢與洞察

降低國內鋰離子電池電芯生產成本

2025年7月，Panasonic在堪薩斯州運作了一條32吉瓦時的電池生產線。該生產線採用乾電極塗層和富鎳正極材料，目標是在2030年代初將每千瓦時電池成本降低一半。憑藉這些製程改進，Prime Planet Energy Solutions計劃於2026年在姬路運作一條棱柱形電池生產線，旨在取代韓國進口電池，進軍插電式混合動力汽車市場。 GS Yuasa正在將其京都工廠擴建至1吉瓦時產能，並同時進行固態電池的試點生產，這表明單位成本優勢仍然是贏得市場佔有率的關鍵。因此，日本國內製造商希望透過自動化和提高良率來克服原料成本壓力，並縮小與中國產磷酸鋰電池的價格差距（中國產磷酸鋰鐵鋰電池的售價約為每千瓦時60美元）。如果成功，這將有助於日本電池市場維持目前的成長勢頭，並保障高附加價值製造業的就業。

政府對引進能源儲存系統提供補貼

2024年9月，東京都政府共撥款24億美元用於12個電池儲能計畫。這凸顯了儲能不再僅僅被視為可有可無的硬體，而是被視為國家基礎設施。 「長期脫碳競標」於2024年授予90億日元，作為為期10年的容量支付，從而消除了在電錶後部署電池的聚合商的收入不確定性。東京都政府對每戶住宅最高15萬日圓的補貼，使得2024年安裝的系統超過5萬套，是全國平均的三倍。這些累積性的獎勵支撐了對固定式電池的需求，並促使NGK絕緣體等供應商與東京電力公司簽訂多年期收購協議。經濟產業省制定的基本互通性和網路安全標準指導產品藍圖，並確保補貼受益者投資於可升級的併網平台。

對從中國進口原料的依賴

2024年，中國供應了日本約90%的天然石墨進口量。 2023年10月的出口限制導致石墨價格飆漲35%，高點持續到2024年初。儘管由於鈷含量下降，日本對硫酸鎳的依賴性日益增強，但精煉鎳的60%仍來自中國冶煉廠。日本石油天然氣金屬礦產資源局（JOGMEC）於2024年收購的智利鋰礦項目和澳洲鎳礦項目，對沖供應風險或緩解短期價格上漲的作用有限。在各項銷售協議最終敲定之前，原物料價格飆升可能會對盈利構成壓力，並減緩日本電池市場產能的擴張。

細分市場分析

到2025年，二次電池將佔日本電池市場佔有率的91.2%，預計到2031年，隨著高循環鈦酸鋰電池和快充鋰離子電池適應工業和汽車應用的運作週期，該細分市場將以每年4.6%的速度成長。一次電池在需要五年更換週期和極端溫度耐受性的應用中仍然有用，但其銷售額佔比持續下降。由於生產者延伸責任制（EPR）適用於可充電電池，法律規範更有利於可充電電池的發展。 Maxell公司於2025年6月將其一次電池業務轉讓給村田製作所，這表明該公司正在逐步退出低利潤的細分市場。因此，與一次電池相關的日本電池市場規模可能會持續萎縮。

在電能表和極寒環境下的海上感測等應用中，一次電池仍然佔據一定地位，因為在這些領域，氯化亞硫醯氯比鋰離子電解具有更優異的穩定性。然而，到2025年，尚無日本企業宣布新增產能超過維護資本投資，顯示目前僅靠替換需求支撐生產。同時，可充電電池供應商在汽車、儲能和電動工具等應用領域享有設計優勢，並透過與客戶簽訂多年合約來確保生產的透明度。

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
  • 降低國內鋰離子電池電芯生產成本
  • 政府對引入ESS（演講者和工程師教育系統）的補貼
  • 日本汽車製造商擴大電動車出口
  • 強制性回收正在促進循環供應鏈的發展。
  • 未通報的事實：半導體製造廠的緊急電力供應需求
  • 報告不足的領域：地方縣引進太陽能發電購電協議
• 市場限制因素
  • 對從中國進口原料的依賴
  • 影響消費者信心的安全回想事件
  • 報告不足：各都道府縣系統使用費有差異
  • 鮮為人知的事實：電池製造業正面臨勞動力老化問題。
• 供應鏈分析
• 監理情勢
• 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（移動式、固定式（通訊、UPS、ESS 等））
  • 可攜式（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
  • Panasonic Holdings Corp.
  • Prime Planet Energy & Solutions, Inc.
  • GS Yuasa Corp.
  • Toshiba Corp.
  • NEC Energy Devices, Ltd.
  • Murata Manufacturing Co., Ltd.
  • Hitachi Astemo, Ltd.
  • Showa Denko Materials Co., Ltd.
  • Contemporary Amperex Technology Japan KK
  • LG Energy Solution Japan
  • Samsung SDI Japan
  • Envision AESC Group Ltd.
  • EVE Energy Japan
  • Maxell, Ltd.
  • Nichicon Corp.
  • Furukawa Battery Co., Ltd.
  • NGK Insulators, Ltd.
  • B&B Battery Co., Ltd.
  • EEMB Battery
  • Sony Group Corp.（Legacy LIB patents）

第7章 市場機會與未來展望

According to Mordor Intelligence, the Japan battery market size is expected to increase from USD 3.82 billion in 2025 to USD 3.99 billion in 2026 and reach USD 4.91 billion by 2031, growing at a CAGR of 4.25% 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), and Application (Automotive, Industrial, Portable, Power Tools, SLI, and Others). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

Japan Battery Market Trends and Insights

Declining Domestic Lithium-Ion Cell Production Costs

Panasonic activated a 32-gigawatt-hour Kansas line in July 2025 that applies dry-electrode coating and nickel-rich cathodes to cut cost per kilowatt-hour by half during the early 2030s. Prime Planet Energy Solutions relies on those process gains while commissioning a Himeji prismatic-cell line in 2026, positioning the venture to displace South Korean imports in plug-in hybrids. GS Yuasa is scaling a Kyoto facility to 1 gigawatt-hour and parallel-piloting solid-state output, demonstrating that unit economics remain the gating factor for market share. Domestic manufacturers thus wager that automation and yield gains will outrun raw-material cost pressure and close the price gap with Chinese lithium iron phosphate cells priced near USD 60 per kilowatt-hour. Success would keep the Japan battery market on its current growth trajectory and preserve high-value manufacturing jobs.

Government Subsidies for Energy Storage System Adoption

Tokyo earmarked USD 2.4 billion across 12 battery projects in September 2024, underscoring that energy storage is treated as national infrastructure rather than discretionary hardware. The Long-term Decarbonization Auction awarded JPY 9 billion in 10-year capacity payments during 2024, removing revenue uncertainty for aggregators deploying behind-the-meter batteries. A Tokyo subsidy of up to JPY 150,000 per residential unit lifted the city's 2024 installation count above 50,000 systems, triple the national average. These stacked incentives anchor demand for stationary batteries and enable suppliers such as NGK Insulators to secure multiyear offtake contracts with Tokyo Electric Power Company. Mandatory interoperability and cybersecurity standards issued by METI guide product roadmaps, ensuring that subsidy recipients invest in upgradeable, grid-ready platforms.

Raw-Material Import Dependency on China

China supplied about 90% of Japan's natural graphite imports in 2024, and October 2023 export controls caused a 35% price spike that persisted through early 2024. Nickel sulfate exposure has risen as cobalt content falls, yet 60% of refined nickel still arrives from Chinese smelters. JOGMEC's 2024 equity stakes in Chilean lithium and Australian nickel projects hedge supply risk but offer little relief to near-term pricing. Until diversified offtake agreements mature, raw-material shocks could curb profitability and slow capacity expansions inside the Japan battery market.

Other drivers and restraints analyzed in the detailed report include:

1. Growing Electric Vehicle Exports from Japan-Based OEMs
2. Recycling Mandates Boosting Circular Supply Chains
3. Safety Recalls Affecting Consumer Trust

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

Segment Analysis

Secondary batteries captured 91.2% of the Japan battery market share in 2025, and the segment is set to grow at 4.6% through 2031 as high-cycle lithium titanate and fast-charge lithium-ion solutions align with industrial and automotive duty cycles. Primary cells remain useful where five-year replacement intervals or extreme temperature tolerance matter, but revenue contribution keeps sliding. Regulatory frameworks favor rechargeables because extended producer responsibility applies to those chemistries. Maxell's transfer of its micro primary line to Murata in June 2025 signals a broader exit from low-margin niches. The Japan battery market size tied to primary formats will therefore keep contracting.

Primary batteries do retain footholds in sub-zero utility metering and offshore sensing, where lithium thionyl chloride outperforms lithium-ion electrolyte stability. Even so, no Japanese player announced new capacity beyond maintenance capital in 2025, suggesting replacement demand alone sustains output. Rechargeable suppliers enjoy design-in advantages across automotive, energy storage, and power-tool applications, locking customers into multi-year contracts that underpin volume visibility.

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. Panasonic Holdings Corp.
2. Prime Planet Energy & Solutions, Inc.
3. GS Yuasa Corp.
4. Toshiba Corp.
5. NEC Energy Devices, Ltd.
6. Murata Manufacturing Co., Ltd.
7. Hitachi Astemo, Ltd.
8. Showa Denko Materials Co., Ltd.
9. Contemporary Amperex Technology Japan K.K.
10. LG Energy Solution Japan
11. Samsung SDI Japan
12. Envision AESC Group Ltd.
13. EVE Energy Japan
14. Maxell, Ltd.
15. Nichicon Corp.
16. Furukawa Battery Co., Ltd.
17. NGK Insulators, Ltd.
18. B&B Battery Co., Ltd.
19. EEMB Battery
20. Sony Group Corp. (Legacy LIB patents)

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 Declining domestic LIB cell production costs
  • 4.2.2 Government subsidies for ESS adoption
  • 4.2.3 Growing EV exports from Japan-based OEMs
  • 4.2.4 Recycling mandates boosting circular supply
  • 4.2.5 Under-reported: Semiconductor fabs' power-backup demand
  • 4.2.6 Under-reported: Solar PPA roll-outs in rural prefectures
• 4.3 Market Restraints
  • 4.3.1 Raw-material import dependency on China
  • 4.3.2 Safety recalls affecting consumer trust
  • 4.3.3 Under-reported: Prefectural grid-fee disparities
  • 4.3.4 Under-reported: Ageing workforce in cell manufacturing
• 4.4 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 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 Panasonic Holdings Corp.
  • 6.4.2 Prime Planet Energy & Solutions, Inc.
  • 6.4.3 GS Yuasa Corp.
  • 6.4.4 Toshiba Corp.
  • 6.4.5 NEC Energy Devices, Ltd.
  • 6.4.6 Murata Manufacturing Co., Ltd.
  • 6.4.7 Hitachi Astemo, Ltd.
  • 6.4.8 Showa Denko Materials Co., Ltd.
  • 6.4.9 Contemporary Amperex Technology Japan K.K.
  • 6.4.10 LG Energy Solution Japan
  • 6.4.11 Samsung SDI Japan
  • 6.4.12 Envision AESC Group Ltd.
  • 6.4.13 EVE Energy Japan
  • 6.4.14 Maxell, Ltd.
  • 6.4.15 Nichicon Corp.
  • 6.4.16 Furukawa Battery Co., Ltd.
  • 6.4.17 NGK Insulators, Ltd.
  • 6.4.18 B&B Battery Co., Ltd.
  • 6.4.19 EEMB Battery
  • 6.4.20 Sony Group Corp. (Legacy LIB patents)

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment