電池市場 - 全球產業規模、佔有率、趨勢、機會及預測（按類型、電池類型、最終用戶、地區和競爭格局分類，2021-2031年）

全球電池市場預計將從 2025 年的 1,566.2 億美元成長到 2031 年的 3,883.5 億美元，年複合成長率為 16.34%。

電池作為一種將儲存的化學能轉化為電能的電化學裝置，能夠滿足多種多樣的能源需求。推動電池市場成長的關鍵因素包括：全球向電動出行轉型（這是脫碳政策的必然要求），以及為促進可再生能源併網而日益成長的對固定式能源儲存系統的需求。這些根本性促進因素不同於諸如對特定化學成分或設計變更等暫時性的市場趨勢，而是代表了全球能源消費模式的結構性變化，並受到長期環境目標和政府政策的支持。

然而，市場在原料供應鏈的安全性和永續性方面面臨嚴峻挑戰，尤其是鋰和鈷等關鍵礦物。地緣政治緊張局勢和採礦限制造成市場波動，威脅著生產的擴充性，並推高了製造成本。根據國際能源總署（IEA）預測，到2024年，全球電動車和儲能應用的電池需求將達到約1兆瓦時。這一快速成長凸顯了建立穩健且多元化的供應鏈的緊迫性，以維持產業的成長勢頭，避免出現嚴重的生產瓶頸。

市場促進因素

全球範圍內電動和混合動力汽車的加速普及是市場面臨的關鍵挑戰，並從根本上改變了製造業的優先事項。隨著各國收緊脫碳法規，汽車產業正積極向電氣化平台轉型，並致力於與電池製造商簽訂長期供應合約。這項轉變不僅受法規驅動，也受經濟因素影響，例如電動車和傳統汽車總擁有成本差距的不斷縮小。根據國際能源總署（IEA）發布的《2024年全球電動車展望》，2023年全球電動車銷量將達到約1,400萬輛，這標誌著消費者接受度的顯著提升。同時，高盛在2024年11月預測，生產經濟效益的改善將推動全球電池平均價格在當年年底達到每千瓦時111美元。

同時，大規模可再生能源儲存系統的擴展是推動市場潛力的第二個關鍵因素。隨著電網越來越依賴太陽能和風能等間歇性能源，公用事業規模的電池解決方案對於透過抑低尖峰負載、頻率調節和負載轉移來維持電網穩定性至關重要。該領域需要龐大的容量，並且優先考慮耐用性和循環壽命，而非家用電子電器中常見的尺寸限制。根據國際能源總署 (IEA) 2024 年 4 月發布的報告《電池與安全能源轉型》，到 2023 年，電力產業的電池部署量將翻倍以上，新增容量超過 40 吉瓦。這將使該行業擁有多元化的成長軌跡，不再僅依賴汽車產業的周期性波動。

市場挑戰

全球電池市場在原料供應鏈的安全性和永續性方面面臨著許多挑戰。隨著產業擴張以滿足脫碳需求，鋰、鈷等礦產資源的供應日益集中在特定地區。這種對特定地理區域開採和加工的依賴，使市場面臨嚴重的地緣政治風險和貿易瓶頸。當供應鏈集中在外交敏感或不穩定的地區時，關鍵原料的分配變得難以預測。這種不穩定性阻礙了製造商建立穩定的定價體系，並擾亂了對市場穩定至關重要的長期生產計畫。

上游工程限制因素所造成的波動性，因下游的快速普及而進一步加劇。根據國際能源總署（IEA）預測，到2024年，全球電動車銷量預計將成長25%，達到1,700萬輛。這種激增的需求給採礦業生產帶來了巨大壓力，即使原料供應鏈出現輕微中斷，也可能對全球製造業產能產生連鎖反應。因此，缺乏具有韌性和多元化的供應鏈網路會造成結構性脆弱性，直接阻礙產業維持成長動能和有效控制成本的能力。

市場趨勢

市場正穩步從傳統主導的鎳基電池轉向磷酸鋰鐵（LFP）正極材料。這一趨勢的驅動力在於迫切需要降低製造成本並擺脫對鈷等波動性大宗商品的依賴，從而使電動車更易於大眾消費者負擔。得益於改良的電池組設計，現代LFP電池相比傳統結構具有更優異的熱穩定性，同時續航里程也極具競爭力。高盛在2024年11月發布的一份分析報告中指出，受技術進步的推動，LFP電池的市場佔有率預計將在2025年成長至45%，這些技術進步縮小了其與高成本的替代電池之間的性能差距。

同時，為了克服液態電解質系統能量密度的限制，業界正加速固態電池技術的商業化。這項創新以固體電解質取代了易燃的液體成分，顯著提升了安全性，並實現了長途旅行應用所需的超快速充電。目前，各大廠商正從研發階段轉向試生產階段，並檢驗詳細的藍圖，以期整合到高階電動車平台中。三星SDI於2024年3月發布了其「超高能量密度電池技術」（Super Gap Battery Technology），確認了其將於2027年開始量產的藍圖，並推出了固態電池在業界處於領先地位。

目錄

第1章概述

第2章調查方法

第3章執行摘要

第4章：客戶評價

第5章 全球電池市場展望

• 市場規模及預測
  • 按金額
• 市佔率及預測
  • 依類型（一次電池、二次電池）
  • 依電池類型（鋰離子電池、鉛酸電池、鎳電池、其他）
  • 依最終用戶（汽車、儲能、航太、軍事/國防、其他）分類
  • 按地區
  • 按公司（2025 年）
• 市場地圖

第6章 北美電池市場展望

• 市場規模及預測
• 市佔率及預測
• 北美洲：國家分析
  • 美國
  • 加拿大
  • 墨西哥

第7章：歐洲電池市場展望

• 市場規模及預測
• 市佔率及預測
• 歐洲：國家分析
  • 德國
  • 法國
  • 英國
  • 義大利
  • 西班牙

第8章：亞太電池市場展望

• 市場規模及預測
• 市佔率及預測
• 亞太地區：國家分析
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲

第9章：中東和非洲電池市場展望

• 市場規模及預測
• 市佔率及預測
• 中東和非洲：國家分析
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

第10章：南美洲電池市場展望

• 市場規模及預測
• 市佔率及預測
• 南美洲：國家分析
  • 巴西
  • 哥倫比亞
  • 阿根廷

第11章 市場動態

• 促進要素
• 任務

第12章 市場趨勢與發展

• 併購
• 產品發布
• 最新進展

第13章 全球電池市場：SWOT分析

第14章：波特五力分析

• 產業競爭
• 新進入者的可能性
• 供應商電力
• 顧客權力
• 替代品的威脅

第15章 競爭格局

• BYD Co. Ltd.
• Contemporary Amperex Technology Co. Limited
• Duracell Inc.
• EnerSys
• GS Yuasa Corporation
• Panasonic Corporation
• VARTA AG
• Samsung SDI Co. Ltd.
• Tesla Inc.
• TianJin Lishen Battery Joint-Stock Co. Ltd

第16章 策略建議

第17章：關於研究公司及免責聲明

The Global Battery Market is projected to expand from USD 156.62 Billion in 2025 to USD 388.35 Billion by 2031, growing at a CAGR of 16.34%. As electrochemical devices designed to convert stored chemical energy into electrical power, batteries address a diverse array of energy requirements. The primary catalysts accelerating this market growth include the worldwide shift toward electric mobility required by decarbonization mandates and the rising demand for stationary energy storage systems to facilitate the integration of renewable energy. These fundamental drivers differ from temporary market trends, such as specific chemistry preferences or design changes, as they represent a structural transformation in global energy consumption patterns underpinned by long-term environmental targets and government policies.

However, the market confronts a major challenge regarding the security and sustainability of its raw material supply chain, specifically concerning critical minerals like lithium and cobalt. Geopolitical tensions and extraction limitations create volatility that threatens production scalability and increases manufacturing costs. According to the International Energy Agency, global battery demand across electric vehicle and storage applications climbed to nearly 1 terawatt-hour in 2024. This rapid expansion emphasizes the urgent necessity for establishing robust and diverse supply chains to sustain the industry's trajectory without encountering severe production bottlenecks.

Market Driver

The accelerating global adoption of electric and hybrid vehicles stands as the most significant imperative for market scalability, fundamentally reshaping manufacturing priorities. As nations implement stricter decarbonization mandates, the automotive sector is aggressively pivoting toward electrified platforms and securing long-term offtake agreements with cell manufacturers. This transition is driven not only by regulation but also by economics, as the total cost of ownership gap between electric and conventional drivetrains continues to narrow. According to the International Energy Agency's "Global EV Outlook 2024," global electric car sales reached nearly 14 million in 2023, signaling a major leap in consumer acceptance, while Goldman Sachs projected in November 2024 that improved production economics would lower global average battery prices to $111 per kilowatt-hour by the end of that year.

Simultaneously, the increasing deployment of grid-scale renewable energy storage systems serves as the second critical pillar expanding the market's total addressable volume. As energy grids rely more heavily on intermittent sources like solar and wind, utility-scale battery solutions have become essential for peak shaving, frequency regulation, and load shifting to maintain network stability. This segment requires massive capacities and prioritizes durability and cycle life over the form-factor constraints of consumer electronics. According to the International Energy Agency's April 2024 report, "Batteries and Secure Energy Transitions," power sector deployment more than doubled in 2023 to add over 40 gigawatts of capacity, ensuring that the industry follows a diversified growth trajectory that is not solely dependent on automotive cycles.

Market Challenge

The Global Battery Market faces a substantial hurdle regarding the security and sustainability of its raw material supply chain. As the industry scales to meet decarbonization mandates, it becomes increasingly dependent on a concentrated set of mineral sources for lithium and cobalt. This heavy reliance on specific geographical regions for extraction and processing exposes the market to acute geopolitical risks and trade bottlenecks. When supply lines are concentrated in diplomatically sensitive or unstable areas, the flow of essential materials becomes unpredictable. This insecurity prevents manufacturers from establishing consistent pricing structures and disrupts long-term production planning, which is essential for market stability.

The volatility resulting from these upstream constraints is intensified by the rapid pace of downstream adoption. According to the International Energy Agency, in 2024, global electric car sales increased by 25% to reach 17 million units. This escalating volume places immense pressure on mining outputs, meaning even minor disruptions in the raw material chain can have cascading effects on global manufacturing capabilities. Consequently, the lack of a resilient and diversified supply network creates a structural fragility that directly impedes the industry's ability to maintain growth momentum and manage costs effectively.

Market Trends

The market is witnessing a decisive shift toward the adoption of Lithium Iron Phosphate (LFP) cathodes, moving away from the historical dominance of nickel-based chemistries. This trend is propelled by the critical need to reduce manufacturing costs and eliminate reliance on volatile commodities like cobalt, thereby making electric vehicles more accessible to mass-market consumers. Modern LFP cells utilize improved pack engineering to offer competitive range capabilities while delivering superior thermal stability compared to legacy architectures. According to a November 2024 analysis by Goldman Sachs, the market share of LFP batteries was projected to expand to 45% by 2025, driven by technological advancements that are narrowing the performance gap with higher-cost alternatives.

Concurrently, the industry is accelerating the commercialization of solid-state battery technology to overcome the energy density ceilings of liquid electrolyte systems. This advancement replaces flammable liquid components with solid electrolytes, drastically enhancing safety profiles and enabling the ultra-fast charging speeds required for long-haul mobility applications. Major manufacturers are now transitioning from research phases into pilot production, validating detailed roadmaps for integration into premium electric vehicle platforms. According to Samsung SDI's March 2024 announcement regarding their "Super-Gap Battery Technology," the company confirmed its roadmap for mass production starting in 2027, showcasing a solid-state battery with an industry-leading energy density of 900 watt-hours per liter.

Key Market Players

• BYD Co. Ltd.
• Contemporary Amperex Technology Co. Limited
• Duracell Inc.
• EnerSys
• GS Yuasa Corporation
• Panasonic Corporation
• VARTA AG
• Samsung SDI Co. Ltd.
• Tesla Inc.
• TianJin Lishen Battery Joint-Stock Co. Ltd

Report Scope

In this report, the Global Battery Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Battery Market, By Type

• Primary Batteries
• Secondary Batteries

Battery Market, By Battery Type

• Lithium-ion Battery
• Lead-Acid Battery
• Nickel Battery
• Others

Battery Market, By End User

• Automotive
• Energy Storage
• Aerospace
• Military & Defense
• Others

Battery Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Battery Market.

Available Customizations:

Global Battery Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Battery Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Type (Primary Batteries, Secondary Batteries)
  • 5.2.2. By Battery Type (Lithium-ion Battery, Lead-Acid Battery, Nickel Battery, Others)
  • 5.2.3. By End User (Automotive, Energy Storage, Aerospace, Military & Defense, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Battery Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Type
  • 6.2.2. By Battery Type
  • 6.2.3. By End User
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Battery Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Type
      • 6.3.1.2.2. By Battery Type
      • 6.3.1.2.3. By End User
  • 6.3.2. Canada Battery Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Type
      • 6.3.2.2.2. By Battery Type
      • 6.3.2.2.3. By End User
  • 6.3.3. Mexico Battery Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Type
      • 6.3.3.2.2. By Battery Type
      • 6.3.3.2.3. By End User

7. Europe Battery Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Type
  • 7.2.2. By Battery Type
  • 7.2.3. By End User
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Battery Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Type
      • 7.3.1.2.2. By Battery Type
      • 7.3.1.2.3. By End User
  • 7.3.2. France Battery Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Type
      • 7.3.2.2.2. By Battery Type
      • 7.3.2.2.3. By End User
  • 7.3.3. United Kingdom Battery Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Type
      • 7.3.3.2.2. By Battery Type
      • 7.3.3.2.3. By End User
  • 7.3.4. Italy Battery Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Type
      • 7.3.4.2.2. By Battery Type
      • 7.3.4.2.3. By End User
  • 7.3.5. Spain Battery Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Type
      • 7.3.5.2.2. By Battery Type
      • 7.3.5.2.3. By End User

8. Asia Pacific Battery Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Type
  • 8.2.2. By Battery Type
  • 8.2.3. By End User
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Battery Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Type
      • 8.3.1.2.2. By Battery Type
      • 8.3.1.2.3. By End User
  • 8.3.2. India Battery Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Type
      • 8.3.2.2.2. By Battery Type
      • 8.3.2.2.3. By End User
  • 8.3.3. Japan Battery Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Type
      • 8.3.3.2.2. By Battery Type
      • 8.3.3.2.3. By End User
  • 8.3.4. South Korea Battery Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Type
      • 8.3.4.2.2. By Battery Type
      • 8.3.4.2.3. By End User
  • 8.3.5. Australia Battery Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Type
      • 8.3.5.2.2. By Battery Type
      • 8.3.5.2.3. By End User

9. Middle East & Africa Battery Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Type
  • 9.2.2. By Battery Type
  • 9.2.3. By End User
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Battery Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Type
      • 9.3.1.2.2. By Battery Type
      • 9.3.1.2.3. By End User
  • 9.3.2. UAE Battery Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Type
      • 9.3.2.2.2. By Battery Type
      • 9.3.2.2.3. By End User
  • 9.3.3. South Africa Battery Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Type
      • 9.3.3.2.2. By Battery Type
      • 9.3.3.2.3. By End User

10. South America Battery Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Type
  • 10.2.2. By Battery Type
  • 10.2.3. By End User
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Battery Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Type
      • 10.3.1.2.2. By Battery Type
      • 10.3.1.2.3. By End User
  • 10.3.2. Colombia Battery Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Type
      • 10.3.2.2.2. By Battery Type
      • 10.3.2.2.3. By End User
  • 10.3.3. Argentina Battery Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Type
      • 10.3.3.2.2. By Battery Type
      • 10.3.3.2.3. By End User

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Battery Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. BYD Co. Ltd.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Contemporary Amperex Technology Co. Limited
• 15.3. Duracell Inc.
• 15.4. EnerSys
• 15.5. GS Yuasa Corporation
• 15.6. Panasonic Corporation
• 15.7. VARTA AG
• 15.8. Samsung SDI Co. Ltd.
• 15.9. Tesla Inc.
• 15.10. TianJin Lishen Battery Joint-Stock Co. Ltd

16. Strategic Recommendations

17. About Us & Disclaimer