鋰離子電池電芯成本分析、價格分析及預測：2026年

鋰離子電池（LIB）的成本和價格趨勢是影響電動車（EV）普及的最重要因素之一。電池成本約佔電動車製造成本的30%至50%，為了降低成本，業內企業正在展開激烈的技術競爭並推進供應鏈本地化。

2024年底至2025年間，中國磷酸鐵鋰電池的價格將降至每千瓦時50-60美元左右，比每千瓦時100美元以上的NCM電池便宜20-30%。即使到了2025年，中國製造的磷酸鐵鋰電池仍將比韓國製造的NCM電池便宜得多，而且由於中國在製造成本方面的優勢，這種價格差距還將進一步擴大。

電池形狀的競爭也因應用領域而異。在電動車市場，軟包電池、圓柱形電池和棱柱形電池在各個細分市場中競爭。在儲能系統市場，棱柱形磷酸鋰電池佔主導地位，而軟包電池仍然是IT設備的主流選擇。對於非IT應用，圓柱形電池正逐漸成為主流形狀。

截至2025年，中國寧德時代(CATL)在全球電動車鋰離子電池市場維持約39%的市場佔有率，進一步擴大了對排名第二的競爭對手的領先優勢。同時，韓國三大電池製造商（LG能源解決方案、SK安和三星SDI）的市佔率總合已跌至15%左右，凸顯了進一步實現技術差異化和降低成本的必要性。

預計到 2026 年，中國低成本的棱柱形磷酸鋰電池將主導低價市場，而韓國高效的圓柱形（4680 電池）和 NCM 電池將進入中高階價格市場。

預計中國、韓國和日本的主要電池製造商在鋰離子電池行業的主導之爭將持續激烈。隨著市場動態越來越依賴各公司有效降低電芯成本和最大化盈利的能力，電芯成本、定價分析以及主要製造商的前景將成為關注的焦點。

本報告分析了過去五年鋰離子電池的成本結構，並按外形尺寸、應用領域、化學成分和國家檢驗了價格趨勢。透過對主要製造商的材料和製造成本進行詳細分析，報告深入洞察了未來電池價格趨勢，並為下一階段的市場發展提供了策略啟示。

目錄

第1章：鋰離子電池的成本和價格：概述

• 基本成本結構
• 鋰離子電池產業的價值鏈
• 鋰離子電池形狀的組成部分
• 透過應用實現鋰離子電池特性
• 依陰極化學分類
• 對鋰離子電池的形狀、應用和化學性質進行全面概述。

第2章：影響鋰離子電池成本與定價的關鍵因素分析

• 鋰離子電池性能要求和成本比較
• 鋰離子電池成本和定價結構範例
• LIB材料成本分析
  • 陰極活性材料（CAM）
  • 陽極活性材料（AAM）
  • 分離器
  • 電解質
  • 正負極添加劑、黏合劑、導電添加劑、NMP
  • 正負極集電器、鋁箔、銅箔
  • 包裝材料、罐頭、鋁箔袋、拉環、膠帶等。
  • 由於良率造成的材料成本損失
• LIB製程成本分析
• 營業利益（OPM，營業利益率）

第3章：電動車鋰離子電池的成本與定價結構

• 年度趨勢
• BEV vs PHEV vs HEV
• 依形狀比較（圓柱形、袋狀、長方形）
• 依CAM化學成分比較（NCx vs LFP）
• 各國比較（韓國 vs 中國 vs 日本）
• 圓柱形2170型與圓柱形4680型的比較
• 用於電動車的圓柱形電池
  • 圓柱形單元格內的比較
  • 適用於純電動車的圓柱形 2170 型
  • 適用於插電式混合動力車的圓柱形 2170 型
  • 適用於混合動力汽車的圓柱形 2170 型
  • 適用於純電動車的圓柱形 4680 型
• 用於電動車的袋式電池
  • 囊狀細胞內的比較
  • 用於電動車的袋式電池
  • 用於插電式混合動力汽車的袋式電池
  • 用於高能量微型靜脈的袋式電池
• 用於細胞外囊泡的矩形細胞
  • 矩形單元格內的比較
  • 用於電池電動車的矩形電池
  • PHEV用矩形電池
  • 用於高能量電動車的矩形電池

第4章：儲能儲存庫的成本與定價結構

• 年度趨勢
• 依形狀比較（圓柱形、袋狀、長方形）
• 依CAM化學成分比較（NCx vs LFP）
• 各國比較（韓國 vs 中國 vs 日本）
• 用於儲能系統的圓柱形電池
• 用於ESS的袋式電池
• ESS的矩形單元格

第5章：小型IT和非IT應用的LIB成本和定價結構

• 年度趨勢
• 依形狀比較（圓柱形與袋狀）
• 依CAM化學成分比較（NCx vs LFP）
• 各國比較（韓國 vs 中國 vs 日本）
• 適用於非IT部門的圓柱形單元格
• 用於IT應用的軟包電池

第6章：鋰離子電池成本與價格的比較分析

• 按使用情況比較
  • NCx 細胞
  • LFP細胞
• 依形狀比較：圓柱形、袋狀和長方形
  • BEV NCx 細胞
  • ESS LFP 細胞
  • 比較小型非IT應用的圓柱形NCx電池和用於IT應用的軟包型LCO電池
• 依CAM化學成分比較（NCx vs LFP）
  • BEV NCX vs BEV LFP
  • ESS NCX vs ESS LFP
• 按製造商比較
  • 適用於純電動車的圓柱形電池：LGES、SDI、Panasonic、EVE
  • 電動車用袋式包裝：LGES、SK On、Farasis
  • 適用於純電動車的矩形型（NCx）：SDI、寧德時代和其他中國公司
  • ESS（LFP）方形類型：CATL、EVE

第7章：鋰離子電池的成本和價格展望

• BEV NCX電池價格展望
• BEV LFP電池價格展望
• 儲能系統用磷酸鋰電池價格預測
• BEV/ESS電池的整體價格前景
• 二次電池電芯價格展望：鋰離子電池、鋁電解電池、鈉離子電池

The cost and pricing outlook of lithium-ion batteries (LIBs) is one of the most critical factors determining the mass adoption of electric vehicles. To reduce battery costs, which account for approximately 30–50% of EV production costs, industry players are pursuing intense technological competition and supply chain localization.

As of late 2024 to 2025, LFP cell prices in China have fallen to around USD 50–60/kWh, making them more than 20–30% cheaper than NCM batteries, which remain above USD 100/kWh. In 2025, Chinese-made LFP batteries continue to be significantly less expensive than Korean-made NCM batteries, with the cost gap widening due to China's manufacturing cost advantages.

Battery form factor competition also varies by application. In the EV market, pouch, cylindrical, and prismatic cells compete across different vehicle segments. In the ESS market, prismatic LFP batteries dominate, while pouch cells remain the mainstream choice for IT devices. In non-IT applications, cylindrical batteries have emerged as the dominant form factor.

As of 2025, China’s CATL maintains a dominant position in the global EV lithium-ion battery market with a market share of approximately 39%, widening the gap with its closest competitors. Meanwhile, the combined market share of Korea’s three major battery manufacturers - LG Energy Solution, SK On, and Samsung SDI - has declined to the mid-teen range, highlighting the need for greater technological differentiation and cost reduction.

In 2026, the battery market is expected to be characterized by Chinese low-cost prismatic LFP cells dominating the low-end segment, while Korean high-efficiency cylindrical (4680) and NCM batteries target the mid- to high-end market.

Intense competition among major battery manufacturers in China, Korea, and Japan is expected to continue as they compete for leadership in the lithium-ion battery industry. Market dynamics will increasingly depend on each company's ability to effectively reduce cell costs and maximize profitability, making Cell Cost/Price Analysis & Outlook for major manufacturers a critical area of focus.

This report analyzes lithium-ion battery cost structures over the past five years, examining price trends by form factor, application, chemistry, and country. Through detailed analysis of material and processing costs across major manufacturers, it provides insights into future cell price trends and strategic implications for the next phase of market development.

• Chapter 1 provides an overview of lithium-ion battery costs and pricing.
• Chapter 2 examines the key factors influencing LIB cost and pricing, with detailed analysis of material costs and processing costs.
• Chapter 3 analyzes the cost and pricing structure of EV batteries by form factor, application, chemistry, and country.
• Chapter 4 analyzes the cost and pricing structure of ESS batteries by form factor, application, chemistry, and country.
• Chapter 5 analyzes the cost and pricing structure of small-size IT and non-IT batteries by form factor, application, chemistry, and country.

Chapters 6 and 7 provide a comprehensive comparison and analysis of battery costs and pricing, along with future cost and price outlooks for lithium-ion batteries.

Lithium-ion batteries, EVs, and the ESS market are key growth engines with strong long-term growth potential. We hope that SNE Research’s findings on Lithium-Ion Battery Cell Cost/Price Analysis & Outlook will serve as a valuable resource for battery manufacturers, material suppliers, and battery end-users seeking to better understand market trends and future developments.

Table of Contents

1. Overview of Lithium-ion Battery Cost and Pricing

• 1.1 Basic Cost Structure
• 1.2 Lithium-ion Battery Industry Value Chain
• 1.3 Components by LIB Cell Form Factor (FF)
• 1.4 Application-specific Characteristics of LIB Cells
• 1.5 Classification by Cathode Chemistry
• 1.6 Integrated Overview of LIB Cell Form Factor, Application, and Chemistry

2. Analysis of Key Drivers of LIB Cost and Pricing

• 2.1 Performance Requirements vs. Cost of Lithium-ion Batteries
• 2.2 Example of LIB Cost and Pricing Structure
• 2.3 LIB Material Cost Analysis
  • 2.3.1 Cathode Active Material (CAM)
  • 2.3.2 Anode Active Material (AAM)
  • 2.3.3 Separator
  • 2.3.4 Electrolyte
  • 2.3.5 Cathode/Anode Additives (Binder, Conductive Agent, NMP)
  • 2.3.6 Cathode/Anode Current Collectors (Al Foil, Cu Foil)
  • 2.3.7 Packaging (Can, Al Pouch, Tab, Tape…)
  • 2.3.8 Material Cost Loss by Yield rate
• 2.4 LIB Process Cost Analysis
  • 2.4.1 Direct Labor Cost
  • 2.4.2 Utility Cost (Electricity, etc.)
  • 2.4.3 Depreciation
• 2.5 Operating Profit (OPM, Operating Profit Margin)

3. Cost and Pricing Structure of EV LIB

• 3.1 Yearly Trends (2021–2025)
• 3.2 BEV vs. PHEV vs. HEV
• 3.3 Comparison by Form Factor (Cyl vs. Pou vs. Pri)
• 3.4 Comparison by CAM Chemistry (NCx vs. LFP)
• 3.5 Comparison by Country (KR vs. CN vs. JP)
• 3.6 Cyl 2170 vs Cyl4.80
• 3.7 Cylindrical Cells for EV
  • 3.7.1 Comparison within Cyl
  • 3.7.2 Cyl 2170 for BEVs
  • 3.7.3 Cyl 2170 for PHEVs
  • 3.7.4 Cyl 2170 for HEVs
  • 3.7.5 Cyl4.80 for BEVs
• 3.8 Pouch Cells for EV
  • 3.8.1 Comparison within Pouch Cells
  • 3.8.2 Pouch Cells for BEVs
  • 3.8.3 Pouch Cells for PHEVs
  • 3.8.4 Pouch Cells for HEVs
• 3.9 Prismatic Cells for EV
  • 3.9.1 Comparison within Prismatic Cells
  • 3.9.2 Prismatic Cells for BEVs
  • 3.9.3 Prismatic Cells for PHEVs
  • 3.9.4 Prismatic Cells for HEVs

4. Cost and Pricing Structure of ESS LIB

• 4.1 Yearly Trends (2021–2025)
• 4.2 Comparison by Form Factor (Cyl vs. Pou vs. Pri)
• 4.3 Comparison by Cathode Chemistry (NCx vs. LFP)
• 4.4 Comparison by Country (KR vs. CN vs. JP)
• 4.5 Cylindrical Cells for ESS
  • 4.5.1 Comparison within Cylindrical Cells
  • 4.5.2 Cylindrical 2170 for ESS (NCx)
  • 4.5.3 Cylindrical 2170 for ESS (LFP)
• 4.6 Pouch Cells for ESS
  • 4.6.1 Comparison within Pouch Cells
  • 4.6.2 Pouch Cells for ESS (NCx)
  • 4.6.3 Pouch Cells for ESS (LFP)
• 4.7 Prismatic Cells for ESS
  • 4.7.1 Comparison within Prismatic Cells
  • 4.7.2 Prismatic Cells for ESS (NCx)
  • 4.7.3 Prismatic Cells for ESS (LFP)

5. Cost and Pricing Structure of LIBs for Small-sized IT and Non-IT Applications

• 5.1 Yearly Trends (2021–2025)
• 5.2 Comparison by Form Factor (Cyl vs. Pou)
• 5.3 Comparison by Cathode Chemistry (NCx vs. LFP)
• 5.4 Comparison by Country (KR vs. CN vs. JP)
• 5.5 Cylindrical Cells for Non-IT
  • 5.5.1 Comparison within Cylindrical Cells
  • 5.5.2 Cyl 2170 for Non-IT (NCx)
  • 5.5.3 Cyl 2170 for Non-IT (LFP)
• 5.6 Pouch IT
  • 5.6.1 Comparison within Pouch Cells
  • 5.6.2 Pouch Cells for IT (NCx)

6. Comparative Analysis of LIB Cost and Pricing

• 6.1 Comparison by Application
  • NCx Cells (as of 2025)
  • LFP Cells (2023–2025)
• 6.2 Comparison by Form Factor (Cylindrical vs. Pouch vs. Prismatic)
  • BEV NCx Cells (2025)
  • ESS LFP Cells
  • Small Sized Non-IT Cyl(NCX) vs. IT Pou(LCO)
• 6.3 Comparison by Cathode Chemistry (NCx vs. LFP)
  • BEV NCX vs. BEV LFP
  • ESS NCX vs. ESS LFP
• 6.4 Comparison by Manufacturer
  • BEV Cylindrical: LGES vs. SDI vs. Pana. vs. EVE
  • BEV Pouch: LGES vs. SK On vs. Farasis
  • BEV Prismatic (NCX): SDI vs. CATL vs. Other Chinese Players
  • ESS Prismatic (LFP) CATL vs. EVE

7. Lithium-ion Battery Cost and Pricing Outlook

• 7.1 BEV NCX Cell Price Outlook (2021~2030)
• 7.2 BEV LFP Cell Price Outlook (2021~2030)
• 7.3 ESS LFP Cell Price Outlook (2021~2030)
• 7.4 Overall BEV and ESS Cell Price Outlook (2021–2030)
• 7.5 Secondary Battery Cell Price Outlook (LIB, ASB, SIB) (2021–2030)