全球運輸電池市場（2026-2034年）：按電池類型、車輛類型、驅動方式、國家和公司

交通運輸電池市場規模及預測：2026-2034年

預計到2034年，全球交通運輸電池市場規模將達到3,401.6億美元，高於2025年的1,100.4億美元，2026年至2034年的年複合成長率（CAGR）為13.36%。電動車的日益普及、電池技術投資的不斷成長、對永續交通途徑日益成長的需求以及充電基礎設施的不斷完善，都是推動交通運輸電池市場成長的主要因素。鋰離子電池、鈉離子電池和固態固態電池技術的進步，進一步加速了全球市場的成長，提高了電池的效率和續航里程。

交通運輸電池產業概覽

交通運輸電池是用於為電動車、混合動力汽車、巴士、卡車、軌道運輸系統和其他交通工具提供動力的可充電能源儲存系統。這些電池儲存電能並為電動馬達供電，減少對石化燃料的依賴並降低碳排放。鋰離子電池因其高能量密度、長循環壽命和快速充電能力而成為應用最廣泛的交通運輸電池。鈉離子電池和固態固態電池等新興技術也因其更高的安全性和永續性而備受關注。交通運輸電池在支援全球電氣化進程、永續交通解決方案以及向更清潔、更節能的交通運輸系統轉型方面發揮著非常重要的作用。

由於電動車的日益普及、政府對清潔能源交通的支持以及電池技術的進步，交通運輸電池市場正經歷快速成長。日益成長的環境問題和更嚴格的排放法規加速汽車製造商的車輛電氣化。對快速充電基礎設施、電池回收和高能量密度電池解決方案的投資也推動了市場擴張。固態電池、鈉離子電池和矽負極鋰離子電池等技術創新提高充電速度、續航里程和運行安全性。對電動巴士、商用車和軌道運輸日益成長的需求進一步推動了全球電池消費。此外，策略合作和對大規模電池製造的投資也將繼續推動市場的長期成長。

交通運輸電池市場的最新趨勢

• 2026年4月，三星SDI與Mercedes-Benz簽署了一項長期協議，為其電動車供應先進電池。這將支持這家汽車製造商的電氣化策略，並擴大三星在全球高性能汽車電池製造領域的業務基礎。
• 2025年5月，BMW開始對其i7固態電池原型車進行實地測試。這推進了下一代高能量密度、高安全性電池的研發，使BMW距離固態電池的未來商業化又更近了一步。
• 2024年9月，Panasonic宣布其4,680型鋰離子電動車電池已準備好開始量產。這款電池具有更高的能量密度和更長的續航里程，隨著全球對電動車需求的加速成長，將有助於加強電動車電池的供應系統。

交通運輸電池市場的成長要素

先進電池技術創新進展

電池化學和儲能技術的持續創新是推動交通運輸電池市場發展的主要動力。製造商正致力於開發能量密度更高、充電速度更快、安全性更高、製造成本更低的電池，以支援日益成長的電動車產業。鈉離子電池、矽負極鋰離子電池和固態固態電池等新興技術為全球汽車製造商和電池供應商創造新的機會。這些創新技術有助於延長車輛續航里程，並提升電池在惡劣天氣條件下的性能。

2025年4月，CATL發表了Naxtra鈉離子電池和第二代Shenxing超快充電池。據該公司介紹，Shenxing電池續航里程可達800公里，並支援超快充電。同時，鈉離子電池將提升低溫環境下的效能，並降低對鋰資源的依賴。這些技術進步加速全球先進交通電池的部署。

對電動商用車的需求不斷成長

電動商用車（包括電動巴士、送貨車和物流車）的日益普及，正強勁推動著運輸電池市場的成長。各國政府和運輸企業正加大對電動出行解決方案的投資，以減少碳排放和營運燃料成本。商用車製造商需要先進的電池，這些電池應具備更長的續航里程、更高的耐用性和更佳的溫度控管，以應對嚴苛的日常營運需求。

2025年6月，Neuron Energy推出了第二代鋰離子電池組，適用於電動二輪車、三輪車和輕型商用車。該電池系統目的是提升散熱性能、運作效率，並增強與多種商用電動車平台的兼容性。隨著電動物流和公共交通基礎設施的擴展，預計已開發市場和新興市場對高性能運輸電池的需求將進一步成長。

高能量密度、快速充電電池解決方案的擴展

在對更長續航里程和更短充電時間日益成長的需求驅動下，製造商研發高能量密度、快充型運輸電池。汽車製造商正大力投資下一代電池技術，以提升電動車的性能並加速其在大眾市場的普及。高容量電池對於客車、飛機、重型卡車和自動駕駛系統等電動出行應用而言正變得非常重要。

2025年4月，Amprius Technologies公司推出了其SiCore 450 Wh/kg鋰離子電池，專為需要高能量密度和輕量化電池性能的電動車應用而設計。據該公司表示，與傳統鋰離子電池技術相比，該電池的能量密度顯著提高，並有望為未來的電動交通系統提供支援。對快速充電和長續航電池技術的持續投入，不斷增強了交通運輸電池市場的成長潛力。

本報告調查全球交通運輸電池市場，分析了影響市場成長的各種因素，提供了歷史和預測的市場規模資料，依細分市場、地區和主要國家進行了詳細分析，並介紹了競爭格局和主要公司的概況。

目錄

第1章 引言

第2章 研究與調查方法

第3章 執行摘要

第4章 市場動態

• 成長推進因素
• 課題

第5章 全球交通運輸電池市場

第6章 市場佔有率分析

• 依電池類型
• 依類型
• 依驅動類型
• 依國家

第7章 過去與現在的市場趨勢及預測：依電池類型分類

• 鉛酸電池
• 鋰離子
• 其他

第8章 過去與現在的市場趨勢及預測：依車輛類型分類

• 車輛類型
• 客車
• 商用車輛

第9章 過去與現在的市場趨勢及預測：依驅動系統分類

• 內燃機
• 電動車

第10章 過去與現在的市場趨勢及預測：依國家分類

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 法國
  • 德國
  • 義大利
  • 西班牙
  • 英國
  • 比利時
  • 荷蘭
  • 土耳其
• 亞太地區
  • 中國
  • 日本
  • 印度
  • 澳洲
  • 韓國
  • 泰國
  • 馬來西亞
  • 印尼
  • 紐西蘭
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中東和非洲
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

第11章 併購

第12章 波特五力分析

第13章 SWOT 分析

第14章 主要公司分析

• Panasonic Corporation
• Exide Industries
• VARTA
• Hitachi Group Ltd
• Robert Bosch GmbH
• SAMSUNG SDI Co. Ltd
• LG Chem Ltd

Transportation Battery Market Size and Forecast 2026-2034

Transportation Battery Market is expected to reach US$ 340.16 Billion by 2034 from US$ 110.04 Billion in 2025, with a CAGR of 13.36% from 2026 to 2034. Rising electric vehicle adoption, growing investments in battery technology, increasing demand for sustainable transportation, and expanding charging infrastructure are driving the transportation battery market. Advancements in lithium-ion, sodium-ion, and solid-state battery technologies are further accelerating efficiency, range, and global market growth.

Transportation Battery Industry Overview

Transportation batteries are rechargeable energy storage systems used to power electric vehicles, hybrid vehicles, buses, trucks, rail systems, and other transportation applications. These batteries store electrical energy and deliver power to electric motors, reducing dependence on fossil fuels and lowering carbon emissions. Lithium-ion batteries are the most widely used transportation batteries because of their high energy density, long cycle life, and fast charging capability. Emerging technologies such as sodium-ion and solid-state batteries are also gaining attention for improved safety and sustainability. Transportation batteries play a critical role in supporting global electrification initiatives, sustainable mobility solutions, and the transition toward cleaner and energy-efficient transportation systems worldwide.

The transportation battery market is experiencing rapid growth due to increasing electric vehicle adoption, government support for clean energy transportation, and advancements in battery technology. Rising environmental concerns and stricter emission regulations are encouraging automotive manufacturers to accelerate vehicle electrification programs. Investments in fast-charging infrastructure, battery recycling, and high-energy-density battery solutions are also supporting market expansion. Technological innovations including solid-state batteries, sodium-ion batteries, and silicon-anode lithium-ion batteries are improving charging speed, driving range, and operational safety. Growing demand for electric buses, commercial vehicles, and rail transportation is further strengthening battery consumption globally. In addition, strategic partnerships and large-scale battery manufacturing investments continue to drive long-term market growth.

Recent Developments in Transportation Battery Market

• In April 2026, Samsung SDI secured a long-term agreement to supply Mercedes-Benz with advanced EV battery cells, supporting the automaker's electrification strategy and expanding Samsung's global footprint in high-performance automotive battery manufacturing.
• BMW began real-world testing of its i7 solid-state EV prototype in May 2025, advancing next-gen battery development with higher energy density and improved safety. The milestone brings BMW closer to future commercialization of solid-state batteries.
• Panasonic announced readiness in September 2024 to begin mass production of 4680 lithium-ion EV batteries. The cells provide higher energy density and longer driving range, strengthening EV battery supply as global electric vehicle demand accelerates.

Growth Drivers for the Transportation Battery Market

Rising Innovation in Advanced Battery Technologies

Continuous innovation in battery chemistry and energy storage technologies is significantly driving the transportation battery market. Manufacturers are focusing on developing batteries with higher energy density, faster charging capabilities, improved safety, and lower production costs to support the growing electric mobility sector. Emerging technologies such as sodium-ion batteries, silicon-anode lithium-ion batteries, and solid-state batteries are creating new opportunities for automotive manufacturers and battery suppliers worldwide. These innovations are helping extend vehicle driving range and improve battery performance under extreme weather conditions.

In April 2025, CATL introduced its Naxtra sodium-ion battery and second-generation Shenxing superfast charging battery. The company stated that the Shenxing battery can provide an 800-kilometer range and support ultra-fast charging capabilities, while the sodium-ion battery offers enhanced cold-weather performance and reduced dependence on lithium resources. Such technological developments are accelerating the adoption of advanced transportation batteries globally.

Growing Demand for Electric Commercial Vehicles

The increasing adoption of electric commercial vehicles, including electric buses, delivery vans, and logistics fleets, is strongly supporting transportation battery market growth. Governments and transportation companies are increasingly investing in electric mobility solutions to reduce carbon emissions and operational fuel costs. Commercial vehicle manufacturers require advanced batteries capable of providing longer driving range, higher durability, and improved thermal management for intensive daily operations.

In June 2025, Neuron Energy launched its Gen 2 lithium-ion battery packs for electric two-wheelers, three-wheelers, and light commercial vehicles. The battery systems were designed to improve heat dissipation, operational efficiency, and compatibility across multiple commercial electric vehicle platforms. The growing expansion of electric logistics and public transportation infrastructure is expected to further strengthen demand for high-performance transportation batteries in both developed and emerging economies.

Expansion of High-Energy and Fast-Charging Battery Solutions

The increasing need for longer driving ranges and reduced charging times is encouraging manufacturers to develop high-energy-density and fast-charging transportation batteries. Automotive companies are investing heavily in next-generation battery technologies to improve electric vehicle performance and accelerate mass-market adoption. High-capacity batteries are becoming essential for electric mobility applications such as passenger vehicles, aviation, heavy-duty trucks, and autonomous transportation systems.

In April 2025, Amprius Technologies launched its SiCore 450 Wh/kg lithium-ion battery cell designed for electric mobility applications requiring high energy density and lightweight battery performance. The company stated that the battery offers significantly higher energy density compared to conventional lithium-ion technologies and is expected to support future electric transportation systems. Rising investments in fast-charging and long-range battery technologies continue to strengthen growth opportunities in the transportation battery market.

Challenges in the Transportation Battery Market

High Raw Material Costs and Supply Chain Risks

One of the major challenges affecting the transportation battery market is the fluctuating cost and limited availability of critical raw materials such as lithium, cobalt, nickel, and graphite. Rapid growth in electric vehicle production has significantly increased global demand for battery materials, creating supply chain pressures and pricing volatility. Geopolitical tensions, mining restrictions, and environmental concerns related to raw material extraction can further disrupt battery manufacturing operations. Transportation battery manufacturers are increasingly investing in recycling technologies and alternative battery chemistries to reduce dependence on expensive materials. However, scaling these solutions commercially remains difficult. High raw material costs continue to affect battery affordability, vehicle pricing, and profit margins for automotive and battery manufacturing companies globally.

Charging Infrastructure and Battery Recycling Limitations

Insufficient charging infrastructure and limited battery recycling capabilities remain key challenges for the transportation battery market. Many developing and rural regions still lack widespread fast-charging networks, which can limit electric vehicle adoption and consumer confidence. Long charging times and inadequate charging station availability may discourage customers from transitioning to electric transportation systems. In addition, the increasing number of end-of-life transportation batteries is creating concerns regarding battery disposal, recycling efficiency, and environmental sustainability. Recycling lithium-ion batteries requires specialized facilities and advanced recovery technologies, which are still under development in many countries. Addressing charging infrastructure gaps and improving battery recycling systems will be essential to support sustainable long-term growth in the transportation battery market.

United States Transportation Battery Market

The United States transportation battery market continues to expand rapidly due to increasing electric vehicle adoption, government incentives for clean energy transportation, and growing investment in domestic battery manufacturing. Demand for high-performance batteries is rising as automakers introduce new electric models and charging infrastructure continues to improve. Advanced battery technologies, including high-energy lithium-ion systems and fast-charging solutions, are supporting growth in passenger EVs, buses, and commercial fleets.

In July 2024, Forge Batter began bulk shipments of its 300 Wh/kg lithium-ion battery cells designed for electric mobility applications. The shipment signals increasing commercialization of high-energy battery technologies to support future electric transportation growth in the U.S. market.

Germany Transportation Battery Market

Germany is a key market for transportation batteries in Europe, driven by strong automotive manufacturing capabilities, expanding electric vehicle production, and supportive government policies aimed at reducing carbon emissions. German automakers continue to invest in electrification and advanced battery technologies to align with stringent European Union climate goals and growing consumer demand for EVs. Development of charging infrastructure, including high-power charging stations, further supports broader electric mobility adoption throughout the country.

In Feb 2025, BMW Group unveiled a revolutionary electric drive concept featuring 800-volt technology for its Neue Klasse vehicles, enabling faster charging and improved driving range. This product launch underscores Germany's focus on innovation in transportation battery systems and next-generation EV technologies.

China Transportation Battery Market

China remains the world's largest transportation battery market due to robust electric vehicle production, extensive battery manufacturing capacity, and strong government support for new energy vehicles (NEVs). Domestic battery producers are leading global battery innovation with advancements in lithium-ion, sodium-ion, and next-generation chemistries that offer improved performance, safety, and cost efficiency. China's domestic EV brands and export-oriented supply chains are fueling demand for transportation batteries across passenger cars, commercial vehicles, and e-mobility applications.

In April 2025, CATL introduced its Naxtra dual-power battery architecture, pioneered to support both high energy density and fast charging, signaling continued innovation in China's transportation battery sector.

Saudi Arabia Transportation Battery Market

Saudi Arabia is emerging as a developing but fast-growing transportation battery market due to national sustainability initiatives, electrification goals under Vision 2030, and increased interest from global EV manufacturers. The Kingdom is investing in charging infrastructure, renewable energy integration, and local automotive industry development to support future electric mobility adoption. Transport electrification, including public transit and urban mobility solutions, is gaining traction as policymakers and private investors focus on reducing fossil fuel dependency.

In March 2024, Ceer Motors advanced its construction contract in Saudi Arabia to build facilities for electric vehicle assembly and associated battery system infrastructure, demonstrating growing momentum in the Kingdom's transportation battery ecosystem.

Lead-Acid Transportation Battery Market

The lead-acid transportation battery market continues to hold a significant share in automotive and mobility applications due to its reliability, low cost, and well-established manufacturing ecosystem. These batteries are widely used in conventional vehicles for starting, lighting, and ignition (SLI) purposes, as well as in commercial fleets, motorcycles, and backup power systems. Despite competition from lithium-ion technology, lead-acid batteries remain essential for vehicles requiring high surge power and stable performance in extreme temperatures. Growth in developing markets, expansion of commercial vehicle fleets, and demand for cost-effective energy storage solutions support continued adoption. Advancements in enhanced flooded batteries (EFB) and absorbent glass mat (AGM) technologies are further improving lifespan, charge efficiency, and suitability for start-stop systems.

Commercial Vehicles Transportation Battery Market

The commercial vehicles transportation battery market is growing as logistics companies, public transit operators, and industrial fleet owners increasingly adopt electric and hybrid commercial vehicles. Rising fuel costs, emissions regulations, and urban clean-air initiatives are driving demand for advanced batteries that support heavy-duty performance, longer driving ranges, and fast-charging cycles. Lithium-ion batteries dominate the segment due to their high energy density and durability, while next-generation chemistries, such as LFP and solid-state, are gaining traction for improved safety and cost efficiency. Fleet electrification in delivery vans, buses, and long-haul trucks is accelerating global market expansion. Governments worldwide are investing in charging corridors and incentives, helping commercial fleets transition toward zero-emission transportation powered by advanced battery technologies.

Electric Vehicles Transportation Battery Market

The electric vehicles transportation battery market is expanding rapidly due to rising EV adoption, stronger emissions regulations, and continuous innovation in battery chemistries. Lithium-ion batteries remain the industry standard, offering high energy density, long cycle life, and fast-charging capabilities. Growing investment in solid-state batteries, sodium-ion batteries, and cobalt-free chemistries is further advancing performance, safety, and sustainability. Automakers are increasingly integrating higher-capacity battery packs to extend EV driving ranges and support rapid charging infrastructure. Global initiatives promoting clean mobility, coupled with declining battery production costs, are fueling widespread demand across passenger EVs, two-wheelers, and electric buses. As nations expand renewable energy integration, EV batteries are becoming central to long-term transportation electrification and energy transition strategies.

Transportation Battery Market Segments

Battery Type

• Lead-Acid
• Lithium-Ion
• Other Battery

Types

• Vehicle Type
• Passenger Cars
• Commercial Vehicles

Drive Type

• Internal Combustion Engine
• Electric Vehicles

Countries

North America

• United States
• Canada

Europe

• France
• Germany
• Italy
• Spain
• United Kingdom
• Belgium
• Netherlands
• Turkey

Asia Pacific

• China
• Japan
• India
• Australia
• South Korea
• Thailand
• Malaysia
• Indonesia
• New Zealand

Latin America

• Brazil
• Mexico
• Argentina

Middle East & Africa

• South Africa
• Saudi Arabia
• United Arab Emirates

All companies have been covered with 5 Viewpoints

• Overviews
• Key Person
• Recent Developments
• SWOT Analysis
• Revenue Analysis

Company Analysis:

• Panasonic Corporation
• Exide Industries
• VARTA
• Hitachi Group Ltd
• Robert Bosch GmbH
• SAMSUNG SDI Co. Ltd
• LG Chem Ltd

Table of Contents

1. Introduction

2. Research & Methodology

• 2.1 Data Source
  • 2.1.1 Primary Sources
  • 2.1.2 Secondary Sources
• 2.2 Research Approach
  • 2.2.1 Top-Down Approach
  • 2.2.2 Bottom-Up Approach
• 2.3 Forecast Projection Methodology

3. Executive Summary

4. Market Dynamics

• 4.1 Growth Drivers
• 4.2 Challenges

5. Global Transportation Battery Market

6. Market Share Analysis

• 6.1 By Battery Type
• 6.2 By Type
• 6.3 By Drive Type
• 6.4 By Countries

7. Battery Type - Historical and Current Market Trends & Forecast

• 7.1 Lead-Acid
• 7.2 Lithium-Ion
• 7.3 Other Battery

8. Types - Historical and Current Market Trends & Forecast

• 8.1 Vehicle Type
• 8.2 Passenger Cars
• 8.3 Commercial Vehicles

9. Drive Type - Historical and Current Market Trends & Forecast

• 9.1 Internal Combustion Engine
• 9.2 Electric Vehicles

10. Countries - Historical and Current Market Trends & Forecast

• 10.1 North America
  • 10.1.1 United States
  • 10.1.2 Canada
• 10.2 Europe
  • 10.2.1 France
  • 10.2.2 Germany
  • 10.2.3 Italy
  • 10.2.4 Spain
  • 10.2.5 United Kingdom
  • 10.2.6 Belgium
  • 10.2.7 Netherlands
  • 10.2.8 Turkey
• 10.3 Asia Pacific
  • 10.3.1 China
  • 10.3.2 Japan
  • 10.3.3 India
  • 10.3.4 Australia
  • 10.3.5 South Korea
  • 10.3.6 Thailand
  • 10.3.7 Malaysia
  • 10.3.8 Indonesia
  • 10.3.9 New Zealand
• 10.4 Latin America
  • 10.4.1 Brazil
  • 10.4.2 Mexico
  • 10.4.3 Argentina
• 10.5 Middle East & Africa
  • 10.5.1 Saudi Arabia
  • 10.5.2 UAE
  • 10.5.3 South Africa

11. Merger and Acquisition

12. Porter's Five Forces Analysis

• 12.1 Bargaining Power of Buyers
• 12.2 Bargaining Power of Suppliers
• 12.3 Degree of Rivalry
• 12.4 Threat of New Entrants
• 12.5 Threat of Substitutes

13. SWOT Analysis

• 13.1 Strength
• 13.2 Weakness
• 13.3 Opportunity
• 13.4 Threats

14. Key Players Analysis

• 14.1 Panasonic Corporation
  • 14.1.1 Overviews
  • 14.1.2 Key Persons
  • 14.1.3 Recent Development
  • 14.1.4 SWOT Analysis
  • 14.1.5 Revenue Analysis
• 14.2 Exide Industries
  • 14.2.1 Overviews
  • 14.2.2 Key Persons
  • 14.2.3 Recent Development
  • 14.2.4 SWOT Analysis
  • 14.2.5 Revenue Analysis
• 14.3 VARTA
  • 14.3.1 Overviews
  • 14.3.2 Key Persons
  • 14.3.3 Recent Development
  • 14.3.4 SWOT Analysis
  • 14.3.5 Revenue Analysis
• 14.4 Hitachi Group Ltd
  • 14.4.1 Overviews
  • 14.4.2 Key Persons
  • 14.4.3 Recent Development
  • 14.4.4 SWOT Analysis
  • 14.4.5 Revenue Analysis
• 14.5 Robert Bosch GmbH
  • 14.5.1 Overviews
  • 14.5.2 Key Persons
  • 14.5.3 Recent Development
  • 14.5.4 SWOT Analysis
  • 14.5.5 Revenue Analysis
• 14.6 SAMSUNG SDI Co. Ltd
  • 14.6.1 Overviews
  • 14.6.2 Key Persons
  • 14.6.3 Recent Development
  • 14.6.4 SWOT Analysis
  • 14.6.5 Revenue Analysis
• 14.7 LG Chem Ltd
  • 14.7.1 Overviews
  • 14.7.2 Key Persons
  • 14.7.3 Recent Development
  • 14.7.4 SWOT Analysis
  • 14.7.5 Revenue Analysis