全球鋰離子電池能源儲存系統（LIB ESS）：季度追蹤報告

隨著全球儲能系統市場的快速成長，季度電池出貨量數據可以讓人一目了然地掌握市場趨勢。

全球能源儲存系統（ESS）市場正迅速擴張，並逐漸成為鋰離子電池（LIB）產業的重要新成長引擎。面對電動車（EV）產業成長放緩的局面，全球電池製造商正積極加速業務多元化，將重點轉向儲能系統。因此，儲能系統市場正成為電池產業下一個主要競爭領域，備受矚目。

近年來，中國電池製造商憑藉著磷酸鋰鐵（LFP）化學電池，引領了全球儲能系統（ESS）市場的發展。然而，隨著包括美國在內的主要經濟體收緊對中國製造電池的監管，並採取措施降低供應鏈風險，市場結構正在發生顯著變化。在這些監管調整的背景下，人們普遍預期韓國電池企業將在全球儲能系統市場開啟新的成長階段。

事實上，截至2026年第一季，韓國電池製造商已明顯開始在全球儲能系統（ESS）市場中重奪市場佔有率。 LG能源解決方案的ESS電池出貨量年增高達253%，市佔率從1.4%成長至2.7%。三星SDI也透過穩定提升ESS出貨量，鞏固了其作為世界領先供應商的地位。此外，SK安正在全面拓展其ESS業務，並有望在未來大幅提升其市場佔有率。

本報告提供了關於快速發展的全球鋰離子電池儲能系統市場的高度準確、系統和詳細的數據。

該服務分析並提供全球電池製造商的儲能系統電池季度出貨量數據，並進行了詳細的組織，以便按地區和應用系統地了解市場結構。

• 中國
• 北美洲
• 歐洲
• 其他地區

用途詳細分類：

• 網格
• 商業的
• 住宅
• 其他（人工智慧資料中心、通訊、船舶、UPS 等）

SNE Research Launches the Global Quarterly LIB ESS Tracker

As the Global ESS Market Surges, Quarter-by-Quarter Battery Shipment Data Captures Market Trends at a Glance

The global Energy Storage System (ESS) market is experiencing rapid expansion, emerging as a vital new growth engine for the lithium-ion battery (LIB) industry. Faced with a slowing growth trajectory in the electric vehicle (EV) sector, global battery manufacturers are aggressively accelerating the diversification of their business portfolios around ESS. Consequently, the ESS market is taking center stage as the next critical battleground for the battery industry.

In recent years, Chinese battery manufacturers have dictated the global ESS market leveraging LFP (Lithium Iron Phosphate) chemistries. However, the market dynamics are undergoing a significant shift as major economies, including the United States, push forward with regulatory restrictions on Chinese-made batteries and enforce supply chain de-risking policies. These regulatory realignments are widely expected to unlock fresh growth milestones for South Korean battery companies in the global ESS market.

In fact, as of the first quarter of 2026, South Korean battery manufacturers have initiated a visible rebound in their global ESS market shares. LG Energy Solution expanded its market share from 1.4% to 2.7%, fueled by an astronomical 253% year-on-year surge in ESS battery shipments. Samsung SDI has also secured its status as a top-tier global supplier by steadily scaling its ESS volumes. Furthermore, SK On is embarking on a full-scale expansion of its ESS business, positioned to heavily amplify its market prominence moving forward.

To deliver highly accurate, systematic, and granular data on this fast-evolving global LIB ESS sector, SNE Research is proud to officially launch its new market intelligence service: the Global LIB ESS Tracker (Quarterly).

This service analyzes and delivers quarterly ESS battery shipment volumes from global manufacturers, meticulously structured to provide a systematic understanding of the market landscape by both region and application.

The dataset features a comprehensive regional breakdown including

• China
• North America
• Europe
• Rest of World (ROW)

Applications are further granularized into

• Grid
• Commercial
• Residential
• Others (including AI Data Centers, Telecom, Marine, and UPS)

Furthermore, users can leverage the integrated Pivot Table function to directly filter, retrieve, and analyze customized shipment data across their preferred regions, applications, and battery manufacturers. Backed by continuous data updates, this tracker enables users to monitor long-term market evolutions and corporate growth trajectories. It supports seamless time-series analysis in the exact same format as SNE Research’s flagship EV Tracker.

To ensure the highest level of credibility and accuracy, SNE Research operates a rigorous data verification framework backed by close collaboration with premier global ESS battery manufacturers and key industry stakeholders. In particular, through continuous engagement with leading battery incumbents holding dominant shares in the global market, SNE Research focus extensively on enhancing data integrity by cross-referencing and multi-dimensionally validating market trends and actual shipment performance.

Moving forward, the ESS Tracker aims to transcend basic shipment statistics. It plans to continuously uncover and integrate in-depth, differentiated insights that mirror the hyper-dynamic nature of the ESS ecosystem. SNE Research will progressively scale its datasets to include granularity on project pipelines, supply chain shifts, technological breakthroughs, and regional market breakdowns, positioning the service as the definitive, industry-leading data platform for the global ESS sector.

“As the ESS sector is projected to cement its position as a central growth engine for the broader battery industry, securing uncompromised data quality is our topmost priority, ensuring market participants can execute strategic decisions based on highly reliable intelligence,” stated SNE Research. “We remain committed to leveraging our tight-knit industry network to continuously evolve this tracker into the definitive global benchmark that maps the ESS landscape with unrivaled accuracy.”