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1948725

汽車二次電池市場－全球產業規模、佔有率、趨勢、機會及預測（依技術、類型、地區及競爭格局分類，2021-2031年）

Automotive Secondary Battery Market - Global Industry Size, Share, Trends, Opportunity, and Forecast Segmented By Technology (Lead-acid Batteries, Lithium-ion Batteries, and Others), By Type (HEV, PHEV, and EV), By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 181 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球汽車二次電池市場預計將從 2025 年的 625.7 億美元成長到 2031 年的 1,115.1 億美元，年複合成長率為 10.11%。

該產業涵蓋可充電能源儲存系統的設計和製造，主要包括鋰離子電池和鎳氫電池，用作電動和混合動力汽車的動力和輔助動力來源。推動該產業成長的關鍵因素包括政府嚴格的排放法規、汽車電氣化進程的加速以及電池能量密度的顯著提升。中國汽車電池創新聯盟的報告顯示，到2024年，動力電池累積裝置容量將達到548.4吉瓦時，充分體現了該產業的強勁發展勢頭。

市場概覽
預測期 2027-2031
市場規模：2025年 625.7億美元
市場規模：2031年 1115.1億美元
複合年成長率：2026-2031年 10.11%
成長最快的細分市場 鉛酸電池
最大的市場 亞太地區

儘管前景樂觀，但由於關鍵原料供應鏈不穩定，市場仍面臨許多挑戰。該產業嚴重依賴鋰、鈷和鎳等礦物，而這些礦物極易受到價格波動和地緣政治貿易風險的影響。這些供應方面的脆弱性可能會阻礙生產擴充性的擴大，並延緩降低成本，進而影響全球對經濟型電動車日益成長的需求。

市場促進因素

全球電動和混合動力汽車的加速普及是全球汽車二次電池市場的主要驅動力。隨著各國努力透過逐步淘汰內燃機來實現脫碳目標，對高容量鋰離子電池的需求急劇成長，因此需要相應提高產量以滿足新車隊的需求。強勁的銷售數據也印證了這個趨勢。根據國際能源總署（IEA）於2024年4月發布的《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，佔汽車市場總量的18%。此外，成本結構的改善也使電動車的價格競爭力更強。高盛在2024年10月的一項研究預測，到年底，全球電池平均價格將降至每度電111美元。這將降低市場准入門檻，並促進電池的廣泛採購。

同時，對電池超級工廠和生產基礎設施的持續投資正在改變供應模式，以滿足激增的需求。各國政府和製造商正積極推動供應鏈本地化，減少對波動較大的進口市場的依賴，確保生產與銷售趨勢一致。美國能源局於2024年9月宣布的「投資美國」計畫便是這項擴張的關鍵例證。該計畫向14個州的25個計劃津貼超過30億美元，旨在提升國內電池製造和回收能力。這些投資將迅速推動市場規模從試點生產線擴展到大型汽車製造商所需的多吉瓦時級工廠，確保隨著交通運輸日益電氣化，該行業能夠維持所需的產能。

市場挑戰

關鍵原料供應鏈的不穩定性嚴重限制了全球汽車二次電池市場的成長。製造商對鋰、鈷、鎳等礦產資源的嚴重依賴，使得這些資源極易受到價格波動和地緣政治貿易風險的影響，導致生產商難以預測長期成本並採購穩定的原料，從而嚴重阻礙了生產規模的擴大。原物料價格的不可預測波動使得電池製造商難以維持汽車OEM廠商有效規劃車輛電氣化策略所需的穩定定價結構，所造成的財務不確定性抑制了投資。

這種結構性脆弱性因上游價值鏈的高度地域集中而進一步加劇。根據歐洲汽車製造商協會（ACEA）發布的《2025年報告》，歐盟僅佔全球電池產量的7%，而中國和美國則控制87%的上游供應鏈產能。這種差距凸顯了市場對貿易緊張局勢和區域供應衝擊的脆弱性。由於高度依賴有限的供應來源，物流中斷可能迅速導致生產停滯。最終，這種供應鏈的僵化可能會延緩降低電動車成本的進程，直接阻礙二次電池產業的全面擴張。

市場趨勢

磷酸鋰鐵（LFP）電池市場佔有率的成長標誌著電池化學偏好發生了根本性轉變，其驅動力在於產業策略需要降低對昂貴且不穩定的鈷鎳供應的依賴。這一趨勢代表著一場技術轉型，汽車製造商在標準續航里程的車輛中，優先考慮的是熱穩定性和供應鏈安全，而非最大能量密度。主要全球市場中三元電池的快速替代印證了這項結構性變化。根據國際能源總署（IEA）於2025年5月發布的《2025年全球電動車展望》，到2024年，LFP電池將佔據全球電動車電池市場約50%的佔有率，凸顯其在大眾市場領域的統治地位。

同時，低成本汽車採用鈉離子電池正成為避免鋰資源短缺、進一步降低電動車進入門檻的關鍵趨勢。鈉資源豐富，這項技術為入門級乘用車提供了一種經濟高效的替代方案，在這些車型中，價格和低溫性能比超高能量密度更為重要。這項化學技術的商業性化進程正迅速從研發階段邁向實用化。例如，寧德時代在2025年4月發布的新聞稿中透露，其新型量產鈉離子電池的能量密度已達到175瓦時/公斤，這標誌著商用電動車的性能可行性取得了重大突破。

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 全球汽車二次電池市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 依技術分類（鉛酸電池、鋰離子電池、其他）
    • 按類型（HEV、PHEV、EV）
    • 按地區
    • 按公司（2025 年）
  • 市場地圖

第6章 北美汽車二次電池市場展望

  • 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：歐洲汽車二次電池市場展望

  • 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 亞太地區汽車二次電池市場展望

  • 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：中東和非洲汽車二次電池市場展望

  • 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：南美汽車二次電池市場展望

  • 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 全球汽車二次電池市場：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

  • Contemporary Amperex Technology Co. Limited
  • BYD Co. Ltd
  • Tesla, Inc.
  • Panasonic Corporation
  • Samsung SDI Co. Ltd
  • LG Chem Ltd
  • GS Yuasa Corporation
  • Duracell Inc.
  • EnerSys
  • Saft Groupe SA

第16章 策略建議

第17章：關於研究公司及免責聲明

簡介目錄
Product Code: 19565

The Global Automotive Secondary Battery Market is projected to expand from a valuation of USD 62.57 Billion in 2025 to USD 111.51 Billion by 2031, reflecting a compound annual growth rate of 10.11%. This sector encompasses the engineering and production of rechargeable energy storage systems, primarily lithium-ion and nickel-metal hydride units, used for propulsion and auxiliary power in electric and hybrid vehicles. Growth is fundamentally driven by the implementation of strict government emission regulations, the accelerating shift toward fleet electrification, and significant advancements in battery energy density. Highlighting the sector's robust momentum, the China Automotive Battery Innovation Alliance reported that cumulative power battery installations reached 548.4 GWh in 2024.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 62.57 Billion
Market Size 2031USD 111.51 Billion
CAGR 2026-203110.11%
Fastest Growing SegmentLead-acid Batteries
Largest MarketAsia Pacific

Despite this positive outlook, the market faces a substantial obstacle due to the instability of critical raw material supply chains. The industry depends heavily on minerals such as lithium, cobalt, and nickel, which are often subject to volatile pricing and geopolitical trade risks. These supply vulnerabilities create potential bottlenecks in manufacturing scalability and threaten to delay the cost reductions necessary to meet the increasing global demand for affordable electric mobility.

Market Driver

The accelerating global adoption of electric and hybrid vehicles acts as the primary catalyst for the Global Automotive Secondary Battery Market. As nations strive to meet decarbonization targets by transitioning away from internal combustion engines, the demand for high-capacity lithium-ion units has risen dramatically, necessitating a proportional increase in production output to equip new automotive fleets. This trend is supported by strong sales data; according to the International Energy Agency's "Global EV Outlook 2024" published in April 2024, global electric car sales reached nearly 14 million units in 2023, claiming 18% of the total automotive market. Furthermore, improving cost dynamics are enhancing vehicle affordability, with Goldman Sachs Research projecting in October 2024 that global average battery prices would fall to $111 per kilowatt-hour by the end of the year, thereby lowering entry barriers and stimulating widespread procurement.

Simultaneously, rising investments in battery gigafactories and production infrastructure are transforming the supply landscape to meet this surging demand. Governments and manufacturers are aggressively expanding capabilities to localize supply chains and reduce dependence on volatile import markets, ensuring production aligns with vehicle sales trajectories. A key example of this expansion is the U.S. Department of Energy's announcement in September 2024 regarding the "Investing in America" agenda, which awarded over $3 billion in grants to 25 projects across 14 states to strengthen domestic battery manufacturing and recycling. These investments allow the market to scale rapidly from pilot lines to multi-gigawatt-hour facilities serving major automotive OEMs, ensuring the industry can sustain the throughput required for ongoing transport electrification.

Market Challenge

The instability of critical raw material supply chains presents a formidable barrier to the growth of the Global Automotive Secondary Battery Market. Manufacturers rely heavily on minerals like lithium, cobalt, and nickel, which are prone to price volatility and geopolitical trade risks, creating severe bottlenecks in manufacturing scalability as producers struggle to forecast long-term costs or secure consistent inputs. When raw material prices fluctuate unexpectedly, battery makers find it difficult to maintain the stable pricing structures that automotive OEMs need to effectively plan their fleet electrification strategies, resulting in financial uncertainty that dampens investment.

This structural vulnerability is further aggravated by the intense geographic concentration of the upstream value chain. As reported by the European Automobile Manufacturers' Association in 2025, the European Union held only a 7% share of global battery production, whereas China and the United States controlled 87% of upstream supply chain capacity. This disparity emphasizes the market's exposure to trade tensions and regional supply shocks, where high dependence on limited sources means logistical disruptions can immediately halt manufacturing output. Ultimately, these supply chain rigidities threaten to postpone the cost reductions essential for making electric vehicles affordable, directly hindering the broader expansion of the secondary battery sector.

Market Trends

The growing market share of Lithium Iron Phosphate (LFP) signifies a fundamental shift in battery chemistry preferences, driven by the industry's strategic need to reduce reliance on expensive and volatile cobalt and nickel supplies. This trend represents a technological migration where automotive manufacturers are prioritizing thermal stability and supply chain security over maximum energy density for standard-range fleets. This structural change is demonstrated by the rapid displacement of ternary chemistries in key global markets; according to the International Energy Agency's "Global EV Outlook 2025" released in May 2025, LFP batteries captured nearly 50% of the global electric vehicle battery market share in 2024, highlighting their dominance in the mass-market segment.

Concurrently, the adoption of Sodium-Ion chemistries for budget vehicles is emerging as a critical trend to circumvent lithium scarcity and further lower entry barriers for electrification. Utilizing abundant sodium reserves, this technology offers a cost-effective alternative for entry-level passenger cars where affordability and cold-weather performance are more critical than ultra-high energy density. The commercial viability of this chemistry has accelerated rapidly from research to deployment; for instance, in an April 2025 press statement regarding its "Naxtra" platform, CATL revealed that its new mass-produced sodium-ion cells achieve an energy density of 175 watt-hours per kilogram, marking a significant breakthrough in performance viability for commercial electric vehicles.

Key Market Players

  • Contemporary Amperex Technology Co. Limited
  • BYD Co. Ltd
  • Tesla, Inc.
  • Panasonic Corporation
  • Samsung SDI Co. Ltd
  • LG Chem Ltd
  • GS Yuasa Corporation
  • Duracell Inc.
  • EnerSys
  • Saft Groupe SA

Report Scope

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

Automotive Secondary Battery Market, By Technology

  • Lead-acid Batteries
  • Lithium-ion Batteries
  • Others

Automotive Secondary Battery Market, By Type

  • HEV
  • PHEV
  • EV

Automotive Secondary 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 Automotive Secondary Battery Market.

Available Customizations:

Global Automotive Secondary 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 Automotive Secondary Battery Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Technology (Lead-acid Batteries, Lithium-ion Batteries, Others)
    • 5.2.2. By Type (HEV, PHEV, EV)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Automotive Secondary Battery Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Technology
    • 6.2.2. By Type
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Automotive Secondary 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 Technology
        • 6.3.1.2.2. By Type
    • 6.3.2. Canada Automotive Secondary 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 Technology
        • 6.3.2.2.2. By Type
    • 6.3.3. Mexico Automotive Secondary 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 Technology
        • 6.3.3.2.2. By Type

7. Europe Automotive Secondary Battery Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Technology
    • 7.2.2. By Type
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Automotive Secondary 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 Technology
        • 7.3.1.2.2. By Type
    • 7.3.2. France Automotive Secondary 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 Technology
        • 7.3.2.2.2. By Type
    • 7.3.3. United Kingdom Automotive Secondary 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 Technology
        • 7.3.3.2.2. By Type
    • 7.3.4. Italy Automotive Secondary 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 Technology
        • 7.3.4.2.2. By Type
    • 7.3.5. Spain Automotive Secondary 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 Technology
        • 7.3.5.2.2. By Type

8. Asia Pacific Automotive Secondary Battery Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Technology
    • 8.2.2. By Type
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Automotive Secondary 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 Technology
        • 8.3.1.2.2. By Type
    • 8.3.2. India Automotive Secondary 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 Technology
        • 8.3.2.2.2. By Type
    • 8.3.3. Japan Automotive Secondary 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 Technology
        • 8.3.3.2.2. By Type
    • 8.3.4. South Korea Automotive Secondary 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 Technology
        • 8.3.4.2.2. By Type
    • 8.3.5. Australia Automotive Secondary 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 Technology
        • 8.3.5.2.2. By Type

9. Middle East & Africa Automotive Secondary Battery Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Technology
    • 9.2.2. By Type
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Automotive Secondary 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 Technology
        • 9.3.1.2.2. By Type
    • 9.3.2. UAE Automotive Secondary 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 Technology
        • 9.3.2.2.2. By Type
    • 9.3.3. South Africa Automotive Secondary 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 Technology
        • 9.3.3.2.2. By Type

10. South America Automotive Secondary Battery Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Technology
    • 10.2.2. By Type
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Automotive Secondary 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 Technology
        • 10.3.1.2.2. By Type
    • 10.3.2. Colombia Automotive Secondary 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 Technology
        • 10.3.2.2.2. By Type
    • 10.3.3. Argentina Automotive Secondary 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 Technology
        • 10.3.3.2.2. By Type

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 Automotive Secondary 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. Contemporary Amperex Technology Co. Limited
    • 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. BYD Co. Ltd
  • 15.3. Tesla, Inc.
  • 15.4. Panasonic Corporation
  • 15.5. Samsung SDI Co. Ltd
  • 15.6. LG Chem Ltd
  • 15.7. GS Yuasa Corporation
  • 15.8. Duracell Inc.
  • 15.9. EnerSys
  • 15.10. Saft Groupe SA

16. Strategic Recommendations

17. About Us & Disclaimer