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市場調查報告書
商品編碼
1817994
2032年汽車鋰離子電池市場預測:按電池化學成分、車輛類型、推進類型、外形規格、最終用戶和地區進行的全球分析Automotive Lithium-ion Battery Cell Market Forecasts to 2032 - Global Analysis By Battery Chemistry, Vehicle Type, Propulsion Type, Form Factor, End User and By Geography |
根據 Stratistics MRC 的數據,全球汽車鋰離子電池市場預計到 2025 年將達到 1,402.2 億美元,到 2032 年將達到 5,722.1 億美元,預測期內的複合年成長率為 22.25%。
在汽車鋰離子電池產業,機器人已成為精準、高效和安全生產的關鍵要素。機器人能夠以極高的精度自動化電極製備、層壓、電解注入和電池封裝等關鍵工序,從而減少錯誤和雜質的產生。它們還能在潛在危險條件下運行,並降低人體接觸化學物質的風險。除了安全性之外,機器人技術還能提高產量和標準化程度,幫助企業滿足日益成長的電動車需求。透過智慧感測器和人工智慧的整合,機器人技術進一步完善了品質監控並簡化了工作流程,使其成為電池製造創新和可靠性的關鍵參與者。
根據國際機器人聯合會 (IFR) 的數據,汽車產業仍然是工業機器人的最大應用領域,佔全球整體機器人總數的 30% 以上。電池單元組裝、焊接和物料輸送是電動車生產中機器人的關鍵應用。
安全與降低風險
機器人在鋰離子電池生產中加速應用的主要驅動力是其能夠提高工人安全性並降低風險。電池製造通常需要處理危險化學品、易燃材料和高壓密封製程。人類直接參與這些過程可能帶來嚴重的健康和事故風險。機器人可以執行化學品注入、焊接和高溫作業等危險任務,減少暴露風險並確保更安全的職場。機器人還可以持續工作而不會疲勞,最大限度地減少可能導致安全事故的人為錯誤。能夠滿足嚴格安全標準和監管要求的機器人已成為汽車電池製造環境中關鍵的安全特性。
初期投資高
在鋰離子電池製造中,機器人的高昂初始成本是一大障礙。機器人系統需要在專用設備、控制系統、軟體平台和工廠重新設計方面投入巨額資金。這些成本通常難以為中小企業所承受,導致大型和中型製造商之間出現差距。此外,此類投資的回報期很長,尤其是在電池需求不確定的地區。整合、員工技能提升和定期升級的成本進一步加重了財務負擔。因此,高昂的資金需求減緩了機器人技術的普及,並阻礙了許多公司儘管擁有長期利益,但仍不願採用自動化技術。
全球供應鏈多樣化
全球供應鏈的重組為電池生產中的機器人技術開闢了新的機會。製造商正在分散營運,以避免過度依賴某個地區,而機器人技術則促進了這一轉變。自動化系統確保了流程的一致性,並在多個地點實現相同的品質標準。在技術純熟勞工短缺的地區,機器人技術透過保持效率和精度來填補這一空白。這使得企業能夠在不犧牲性能的情況下,在不同市場建立新工廠。隨著供應鏈變得更加彈性和靈活,機器人技術將成為全球競爭力的基礎,在支援業務擴張的同時,降低快速變化的汽車電池產業的風險。
競爭壓力與成本挑戰
機器人主導的電池市場面臨競爭加劇和成本上升的威脅。隨著自動化的普及,企業發現難以維持其獨特的優勢,被迫在價格上競爭。這種壓力降低了盈利,尤其是對於那些無法像大型競爭對手那樣有效率地擴展自動化規模的中小型企業。持續的系統維護、升級和軟體授權費用進一步加重了財務負擔。如果收益無法跟上這些不斷上漲的成本,許多公司可能會面臨利潤率下降甚至營運風險。因此,激烈的競爭和高成本挑戰的結合威脅著電池單元領域採用機器人技術的財務永續性。
新冠疫情對汽車鋰離子電池單元領域機器人技術的採用產生了顯著影響,既帶來了成長動力,也帶來了挫折。全球供應鏈的限制和中斷導致關鍵機器人硬體採購延遲,工廠自動化計畫停滯。工廠關閉和勞動力短缺也減少了短期投資。然而,疫情凸顯了機器人技術在確保業務永續營運連續性和最大程度減少人員傷亡方面的價值。因此,許多公司加快了自動化策略,以建立更具彈性和更有效率的營運。雖然疫情最初減緩了成長,但最終增強了對機器人技術的長期需求,使其成為未來電池生產的基石。
預計鎳錳鈷 (NMC) 板塊將成為預測期內最大的板塊
鎳錳鈷 (NMC) 電池預計將在預測期內佔據最大的市場佔有率,這得益於其在成本、安全性和能源效率方面的最佳平衡。 NMC 電池被電動車製造商廣泛採用,它在保持穩定性和價格實惠的同時,還能提供更長的續航里程。機器人技術對於 NMC 電池的生產至關重要,能夠精確執行電極塗層、層壓和電解填充等關鍵步驟,以確保一致的品質。 NMC 化學材料在各種電動車類別中的適應性使其成為大規模生產的首選。這種廣泛的可靠性使 NMC 電池在機器人電池製造領域佔據主導地位。
預計電池電動車 (BEV) 領域將在預測期內實現最高複合年成長率
預計純電動車 (BEV) 領域將在預測期內實現最高成長率。 BEV 依賴大容量電池組,因此機器人技術對於精準可靠的大規模生產至關重要。自動化提高了塗層、堆疊、填充和組裝工序的效率,這些工序對 BEV 電池系統至關重要。隨著各國政府推出獎勵和排放法規的收緊,全球對 BEV 的需求持續激增。機器人技術使製造商能夠在確保品質和安全的同時快速擴張。強勁的勢頭使 BEV 處於市場擴張的前沿,並創下了最快的成長率。
在預測期內,亞太地區預計將佔據最大的市場佔有率,這得益於其在電動車製造和電池技術創新方面的強大實力。中國、韓國和日本等國家主導全球供應鏈和生產能力,加速了各設施自動化的普及。優惠的政府政策、財政獎勵和成熟的工業基礎進一步鞏固了該地區的領導地位。機器人技術正被廣泛用於實現電池生產的效率、大規模可擴展性和安全性。隨著全球頂級電池製造商的總部設在亞太地區,亞太地區將繼續推動市場成長和創新,鞏固其作為全球領先機器人電池單元製造中心的地位。
在強力的政府監管和電動車普及率不斷上升的推動下,預計歐洲地區在預測期內將呈現最高的複合年成長率。歐盟致力於減少碳排放並致力於永續交通,這推動了對電池製造業的大規模投資。機器人技術在歐洲新建的超級工廠中發揮關鍵作用,實現了精準、大量和環保的生產。德國、法國和北歐等國家在採用自動化技術加強國內供應鏈方面處於領先地位。在嚴格的政策框架和強勁的汽車產業的支持下,歐洲將繼續實現最高的複合年成長率,並成為成長最快的區域市場。
According to Stratistics MRC, the Global Automotive Lithium-ion Battery Cell Market is accounted for $140.22 billion in 2025 and is expected to reach $572.21 billion by 2032 growing at a CAGR of 22.25% during the forecast period. In the automotive lithium-ion battery cell industry, robotics has become essential for accurate, efficient, and safe production. Robots automate critical processes such as electrode preparation, layering, electrolyte injection, and cell packaging with exceptional precision, lowering the chances of errors or impurities. They also operate in potentially dangerous conditions, reducing human health risks from chemicals. Beyond safety, robotics boosts throughput and standardization, helping companies address the rising demand for electric mobility. With the integration of smart sensors and AI, robotic technologies further refine quality monitoring and streamline workflows, establishing themselves as a cornerstone of innovation and reliability in battery cell manufacturing.
According to the International Federation of Robotics (IFR), the automotive industry remains the largest adopter of industrial robots, accounting for over 30% of total robot installations globally. Battery cell assembly, welding, and material handling are key robotic applications in EV production.
Safety and risk reduction
A major factor accelerating robotics adoption in lithium-ion battery production is improved worker safety and risk reduction. Manufacturing cells often requires dealing with harmful chemicals, flammable substances, and high-pressure sealing processes. Direct human participation in such steps can pose severe health and accident risks. Robots take over dangerous tasks like chemical injection, welding, and high-temperature operations, lowering exposure and ensuring a safer workplace. By operating consistently without fatigue, robots also minimize human mistakes that may cause safety incidents. Their ability to meet strict safety standards and regulatory expectations has made robotics a critical safeguard in the automotive battery manufacturing environment.
High initial investment
The significant upfront cost of robotics deployment serves as a major barrier in lithium-ion battery cell manufacturing. Robotic systems demand heavy spending on specialized equipment, control systems, software platforms, and plant redesign. For smaller firms, such expenses are often unmanageable, creating inequality between large corporations and mid-scale manufacturers. Moreover, achieving payback on these investments is a lengthy process, especially in regions where battery demand remains uncertain. The expense of integration, staff upskilling, and regular upgrades further increases the financial load. Consequently, the steep capital requirement slows robotics adoption, discouraging many companies from committing to automation despite its long-term advantages.
Global supply chain diversification
The restructuring of global supply chains is opening new opportunities for robotics adoption in battery cell production. Manufacturers are increasingly decentralizing operations to avoid overdependence on specific regions, and robotics facilitates this transition. Automated systems ensure process uniformity, enabling identical quality standards across multiple sites. In regions where skilled labor is scarce, robotics fills the gap by maintaining efficiency and accuracy. This allows companies to establish new facilities in diverse markets without sacrificing performance. As supply chains grow more resilient and flexible, robotics serves as a foundation for global competitiveness, supporting expansion while reducing risk in the fast-changing automotive battery sector.
Competitive pressure and cost challenges
The robotics-driven battery market faces threats from growing competition and rising costs. With widespread automation adoption, it becomes difficult for firms to maintain unique advantages, pushing them to compete on price. Such pressure reduces profitability, particularly for smaller companies that cannot scale automation as effectively as larger rivals. Ongoing expenses for system maintenance, upgrades, and software licenses further add to financial burdens. If revenues fail to keep pace with these rising costs, many firms may face reduced margins or even operational risks. Consequently, intense competition combined with high-cost challenges threatens the financial sustainability of robotics adoption in the battery cell sector.
The outbreak of COVID-19 had a notable impact on robotics adoption in the automotive lithium-ion battery sector, bringing setbacks as well as growth drivers. Restrictions and global supply chain breakdowns caused delays in procuring vital robotic hardware, slowing factory automation plans. Plant closures and workforce shortages also reduced near-term investments. Yet, the pandemic emphasized the value of robotics for ensuring business continuity and minimizing human exposure. As a result, many companies fast-tracked automation strategies to build more resilient and efficient operations. Despite initial slowdowns, the pandemic ultimately strengthened the long-term demand for robotics, establishing it as a cornerstone of future battery production.
The nickel manganese cobalt (NMC) segment is expected to be the largest during the forecast period
The nickel manganese cobalt (NMC) segment is expected to account for the largest market share during the forecast period due to their optimal balance of cost, safety, and energy efficiency. Widely chosen by electric vehicle manufacturers, NMC cells provide long driving ranges while maintaining stability and affordability. Robotics is essential in their production, offering precision in processes such as electrode coating, layering, and electrolyte filling, which are critical to ensuring consistent quality. The adaptability of NMC chemistry across different EV categories makes it the most favored choice for large-scale manufacturing. This widespread reliance establishes NMC as the dominant segment in robotic battery production.
The battery electric vehicles (BEVs) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery electric vehicles (BEVs) segment is predicted to witness the highest growth rate, fueled by the rising global push for clean mobility. Since BEVs depend on large-capacity battery packs, robotics becomes essential for handling high-volume production with accuracy and reliability. Automation supports the efficiency of coating, stacking, filling, and assembling processes critical for BEV battery systems. With governments offering incentives and tightening emission standards, BEV demand continues to surge worldwide. Robotics allows manufacturers to scale quickly while ensuring quality and safety. This strong momentum places BEVs at the forefront of market expansion, recording the fastest growth rate.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to its strong presence in EV manufacturing and battery innovation. Nations like China, South Korea, and Japan dominate global supply chains and production capacity, accelerating automation adoption across facilities. Favorable government policies, financial incentives, and established industrial bases further strengthen the region's leadership. Robotics is heavily utilized to achieve efficiency, high-volume scalability, and safety in battery production. With top global battery makers headquartered here, Asia-Pacific continues to drive market growth and innovation, firmly positioning itself as the dominant hub for robotics-integrated battery cell manufacturing worldwide.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR, supported by strong government regulations and rising EV penetration. The European Union's focus on reducing carbon emissions and its commitment to sustainable transportation has driven large-scale investments in battery manufacturing. Robotics plays a crucial role in new European gigafactories, ensuring precise, high-volume, and eco-friendly production. Countries such as Germany, France, and the Nordic region are at the forefront of deploying automation to strengthen domestic supply chains. Backed by strict policy frameworks and robust automotive industries, Europe continues to achieve the highest CAGR, establishing itself as the most rapidly expanding regional market.
Key players in the market
Some of the key players in Automotive Lithium-ion Battery Cell Market include CATL (Contemporary Amperex Technology Co. Limited), LG Energy Solution, Panasonic Corporation, Samsung SDI, BYD Company Ltd., Tesla, SVOLT Energy Technology, Gotion High-Tech Co., Ltd, CALB Group, EVE Energy Co., Ltd, Sunwoda Electronic Co., Ltd., Farasis Energy (GanZhou) Co.,Ltd, EnerSys Inc., Amara Raja Batteries and Tata AutoComp Gotion.
In July 2025, Panasonic and FC Barcelona have signed a sponsorship agreement whereby the Japanese multinational will become the new Heating Ventilation Air Conditioning Provider for Espai Barca for four seasons up to 30 June 2028. This association adds another strategic partner for Espai Barca, ensuring the highest possible energy efficiency, with precision technology and a high level of interior air quality in the new installations, with a view to providing the highest possible comfort for every member and fan visiting the Spotify Camp Nou.
In March 2025, LG Energy Solution announced that it has signed an agreement with PGE, Poland's largest energy sector company, to supply 981MWh of grid-scale ESS batteries between 2026 and 2027. Both companies will collaborate to establish a battery energy storage facility in zarnowiec, Poland. PGE plans to commence the project's commercial operation in 2027.
In June 2023, Contemporary Amperex Technology Co., Ltd. (CATL) signed a strategic cooperation framework agreement with the Shenzhen Municipal People's Government. The two parties will carry out all-round cooperation in the fields of battery swapping of new energy vehicles, electric vessels, new energy storage system, green industrial parks, financial services and trade.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.