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市場調查報告書
商品編碼
2008698

全球電動車（xEV）及電池供需市場展望（至2035年）

<2026.1H> Global xEV Market and Battery Supply & Demand Outlook(~2035) DB
出版日期: | 出版商: SNE Research | 英文 | 商品交期: 請詢問到貨日

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簡介目錄

正如預測的那樣，北美電動車市場在第四季度出現下滑。

去年第四季度，美國電動車（純電動車+插電式混合動力車）註冊量約25.2萬輛，與去年同期約44萬輛相比下降了43.2%。

主要原因是川普政府提前終止了電動車稅額扣抵政策。根據一項名為「一項宏偉法案」（One Big Beautiful Bill）的法案，美國在2025年第四季終止了原計劃持續到2030年代初期的電動車稅額扣抵激勵措施。結果，原本預計2025年全球電動車市場以季度為基礎增超過24%，但在第四季僅成長了8.4%。

包括美國在內的主要汽車市場的政策變化，使得預測電動車市場變得越來越困難。

本報告深入分析了全球電動車 (xEV) 市場，量化了電動車市場在持續的不確定性中不斷成長的演變趨勢，並提出了反映各種情景的數據驅動預測，包括川普政府結束時美國市場的新成長潛力。

目錄

第1章 汽車總數

第2章：電動車與電池：按類型分類

  • NCM 對 LFP
  • 低壓電氣化展望
  • 低壓數據：由原始設備製造商提供
  • OEM LV 預測：按地區分類
  • OEM LV 預測：以陰極分類

第3章：電動車和電池

第4章：電動車比率：依地區分類

  • 電動車普及率：按地區分類
  • 電動車在低排放車輛的佔比：按地區分類
    • 美國電動車在低排放車輛的佔比
    • 北美地區電動車在低排放車輛的佔比
    • 歐洲低排放車輛的電動車比例
    • 中國輕型車輛中電動車的比例
    • 日本電動車在低排放車輛的佔比
    • 韓國輕型車輛的電動車佔比
    • 亞洲輕型車輛中電動車的比例
    • 電動車在低排放車輛的佔比 - 其他

第5章 公車概覽：依地區分類

  • 公車路線概覽：按地區

第6章：賽道概覽：依地區分類

  • 追蹤摘要：按地區

第7章：電池市場預測

  • 電動車的平均電池容量
  • 電池價格預測
  • 電池市場預測

第8章：電池的供需

  • 電池供電
  • 電池產量：按地區分類
  • 儲能系統市場預測
  • 供需
    • 供需關係（中國）
    • （中國以外地區的）供需關係
    • 供需關係（歐洲）
    • 供需關係（北美）

附錄

簡介目錄
Product Code: 284

The North American EV market recorded a decline in the fourth quarter, as previously anticipated.

In the fourth quarter of last year, EV (BEV + PHEV) registrations in the United States reached approximately 252 thousand units, marking a 43.2% decline compared to about 440 thousand units registered in the same period of the previous year.

The main cause was the early termination of EV tax credit policies under the second Trump administration. Through legislation named the "One Big Beautiful Bill," the United States discontinued EV tax credit benefits starting in 4Q '25, which had originally been scheduled to continue until the early 2030s. As a result, the global EV market, which had been growing by more than 24% YoY in quarterly figures during '25, recorded only 8.4% growth in the fourth quarter.

Due to policy changes in major automotive markets such as the United States, the EV market has become increasingly difficult to predict. In this report, SNE Research analyzes and quantifies the evolving dynamics of the EV market, which continues to grow despite ongoing uncertainties. The report presents data-driven projections reflecting various scenarios, including the possibility of renewed growth in the U.S. market toward the end of the Trump administration.

We hope that this report, reflecting key developments in the EV market, will be helpful to industry stakeholders.

Table of Contents

1. Car Total

2. EV & Battery by Type

  • 2.1 NCMvsLFP
  • 2.2 LV Electrification Outlook
  • 2.3 LV data by OEM
  • 2.4 OEM LV forecast by Region
  • 2.5 OEM LV forecast by Cathode

3. EV & Battery by

4. EV Portion by Region

  • 4.1 EV Portion by Region
  • 4.2 LV Car EV Portion by Region
    • 4.3.1 LV Car EV Portion_USA
    • 4.3.2 LV Car EV Portion_NA
    • 4.3.3 LV Car EV Portion_EU
    • 4.3.4 LV Car EV Portion_CN
    • 4.3.5 LV Car EV Portion_JP
    • 4.3.6 LV Car EV Portion_KR
    • 4.3.7 LV Car EV Portion_Asia
    • 4.3.8 LV Car EV Portion_Others

5. Bus by Region Summary

  • 5.1 Bus by Region Summary

6. Truck by Region Summary

  • 6.1 Truck by Region Summary

7. Battery Market forecast

  • 7.1 EV average Battery Capa
  • 7.2 Battery Price forecast
  • 7.3 Battery Market forecast

8 Battery Demand & Supply

  • 8.1 Battery Supply
  • 8.2 Battery Prod by Region
  • 8.3 ESS Market forecast
  • 8.4 Demand & Supply
    • 8.4.1 Demand & Supply(China)
    • 8.4.2 Demand & Supply(Non China)
    • 8.4.3 Demand & Supply(Europe)
    • 8.4.4 Demand & Supply(NAme)

Appendix

  • PV by Region
  • Truck by Region
  • Bus by Region
  • Battery Design Capa
  • Battery Real Capa