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市場調查報告書
商品編碼
1965336
電動車電池系統市場-全球產業規模、佔有率、趨勢、機會、預測:按電池類型、車輛類型、地區和競爭格局分類,2021-2031年Battery Systems for Electric Vehicles Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Battery Type, By Vehicle Type, By Region & Competition, 2021-2031F |
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全球電動車電池系統市場預計將從 2025 年的 389 億美元成長到 2031 年的 808.2 億美元,複合年成長率為 12.96%。
這些電池系統作為儲能單元,整合了電池單體、溫度控管機制和電子控制系統,對車輛的推進和安全至關重要。推動這一市場發展的主要因素是日益嚴格的全球排放氣體法規以及政府主導的旨在逐步淘汰內燃機的財政獎勵。此外,電池組製造成本的持續下降以及對更長續航里程的迫切需求,也持續推動汽車產業對這些系統的需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 389億美元 |
| 市場規模:2031年 | 808.2億美元 |
| 複合年成長率:2026-2031年 | 12.96% |
| 成長最快的細分市場 | 商用車輛 |
| 最大的市場 | 北美洲 |
為反映此需求激增,國際能源總署(IEA)在2024年的報告中指出,2023年電動車電池的需求量超過750吉瓦時,年增40%。儘管如此,市場仍面臨原料供應鏈安全的重大挑戰,尤其是鋰和鈷等關鍵礦物的短缺和價格波動。這些供應方面的限制因素可能導致生產計劃中斷,並延遲實現對市場擴張至關重要的成本平衡目標。
電池製造成本的下降是推動市場發展的根本動力,這大規模得益於規模經濟效應和正極材料技術的進步。隨著超級工廠產能的擴張,製造商實現了單位成本的大幅降低,從而直接降低了電動車的初始價格。這一成本趨勢對於實現與內燃機汽車的價格競爭力至關重要,進而消除了電動車大規模普及的主要障礙。此外,電池能量密度的持續提升使得電池組體積更小、效率更高,同時又不影響車輛續航里程,從而增強了電動車對消費者的價值提案。根據美國能源局2024年1月發布的“每週事實1326”,估計費用將降至每千瓦時139美元。這一趨勢使得中產階級能夠負擔得起電動出行,並推動了市場滲透率的提高。
同時,全球消費者對零排放出行方式日益成長的需求正推動電池系統採購和研發的快速擴張。不斷豐富且極具吸引力的車型陣容以及社會向永續交通解決方案的轉變,都進一步激發了人們對電動車的濃厚興趣。汽車製造商正積極響應強勁的電動車需求,大力提升電氣化目標並確保供應鏈安全。正如國際能源總署(IEA)在2024年4月發布的《2024年全球電動車展望》中所指出的,2023年全球電動車銷量接近1,400萬輛,佔市場總量的18%。歐洲汽車製造商協會(ACEA)在2024年的報告中也反映了主要地區的成長,報告顯示,歐盟(EU)上一年新增電池式電動車註冊量達到150萬輛,鞏固了該地區作為重要需求中心的地位。
原料供應鏈的不穩定性對電池系統產業的成長構成重大阻礙。對鋰、鈷等稀有礦物的依賴使製造商面臨價格波動風險,並使長期財務規劃和生產計劃變得複雜。投入成本的意外上漲阻礙了該產業實現與內燃機競爭所需的成本平衡。因此,這些供應方面的限制因素會減緩電池組的生產速度,直接減少可供汽車市場使用的電池數量。
資源的高度地域集中進一步加劇了這種脆弱性。供應鏈多樣性的不足意味著區域性供應中斷可能產生全球性影響。根據國際能源總署(IEA)2024年的數據,三大生產國佔據了全球關鍵電池礦物加工量的70%以上。這種供應鏈集中化限制了電池製造商在短缺時期從其他地區採購原料的柔軟性,並阻礙了市場擴張所需的能源儲存系統系統穩定供應。
正極材料市場正經歷著一場結構性的關鍵變革,傳統上,鎳基材料一直佔據主導地位。如今,鋰鐵磷酸鹽(LFP)電池憑藉其卓越的熱穩定性、長壽命以及無需使用昂貴且易揮發的鈷等優勢,正成為市場主流。這顯著降低了供應鏈風險。電池封裝效率的提升使得這些鐵基系統能夠為標準續航里程的電動車提供具有競爭力的續航里程,從而加速了主要汽車製造商(OEM)的採用,這些製造商更注重利潤而非純粹的性能。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》,到2023年,磷酸鋰鐵電池將佔電動車電池需求容量的約40%,這一增幅遠超其他化學類型。
同時,業界正加速推進固態電池技術的商業化,以克服傳統液態電解質系統能量密度受限的現況。透過以固體電解質取代液態組分,旨在消除易燃風險,提高安全性,同時實現更高的電壓和更快的充電速度。這項技術創新正從研發階段邁向量產前階段,最終走向實用化。目前,各大廠商正在興建中試生產線,以檢驗規模化生產的可行性。例如,在2024年3月舉行的「InterBattery 2024」展會新聞稿中,三星SDI確認已製定藍圖,計劃於2027年開始量產能量密度為900瓦時/公升的全固態電池。
The Global Battery Systems for Electric Vehicles Market is projected to expand from USD 38.90 Billion in 2025 to USD 80.82 Billion by 2031, reflecting a Compound Annual Growth Rate (CAGR) of 12.96%. These battery systems function as integrated energy storage units that include battery cells, thermal regulation mechanisms, and electronic management systems necessary for vehicle propulsion and safety. The market is primarily driven by strict global emissions standards and government-led financial incentives designed to phase out internal combustion engines. Additionally, the sustained decline in battery pack manufacturing costs and the critical need for extended vehicle driving ranges continue to bolster demand for these systems within the automotive sector.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 38.90 Billion |
| Market Size 2031 | USD 80.82 Billion |
| CAGR 2026-2031 | 12.96% |
| Fastest Growing Segment | Commercial Vehicles |
| Largest Market | North America |
Highlighting this demand, the International Energy Agency reported in 2024 that the requirement for electric vehicle batteries exceeded 750 gigawatt-hours in 2023, marking a 40 percent annual increase. Despite this growth, the market faces a significant obstacle regarding the security of the raw material supply chain, particularly the scarcity and price volatility of critical minerals such as lithium and cobalt. These supply-side constraints threaten to disrupt production schedules and delay the cost parity targets that are essential for broader market expansion.
Market Driver
Declining battery manufacturing costs act as a fundamental driver for the market, facilitated by massive economies of scale and technological advancements in cathode chemistries. As gigafactories increase production capacity, manufacturers achieve substantial per-unit savings, which directly lowers the upfront price of electric vehicles. This cost trend is crucial for reaching price parity with internal combustion engines, thereby eliminating a major barrier to mass adoption. Furthermore, continuous improvements in cell energy density enable smaller, more efficient packs without compromising vehicle range, enhancing the value proposition for consumers. According to the U.S. Department of Energy's 'Fact of the Week 1326' released in January 2024, the estimated cost of an electric vehicle lithium-ion battery pack fell to $139 per kilowatt-hour in 2023, dynamics that stimulate broader market penetration by making electric mobility financially viable for middle-income demographics.
Simultaneously, surging global consumer demand for zero-emission mobility is forcing a rapid expansion in battery system procurement and development. This heightened interest is fueled by a growing array of attractive vehicle models and a societal shift toward sustainable transportation solutions. Automotive OEMs are responding by aggressively increasing their electrification targets and securing supply chains to satisfy this robust appetite for EVs. As noted by the International Energy Agency in the 'Global EV Outlook 2024' published in April 2024, global sales of electric cars neared 14 million in 2023, capturing 18% of the total market. Reflecting this growth in major regional hubs, the European Automobile Manufacturers' Association reported in 2024 that new registrations of battery electric vehicles in the European Union reached 1.5 million units during the previous year, solidifying the region's position as a critical demand center.
Market Challenge
The instability surrounding the security of the raw material supply chain creates a formidable obstacle to the growth of the battery systems sector. Reliance on scarce minerals such as lithium and cobalt exposes manufacturers to price volatility, which complicates long-term financial planning and production scheduling. When input costs rise unexpectedly, it hinders the industry's ability to achieve the cost parity necessary to compete with internal combustion engines. Consequently, these supply-side constraints can delay the manufacturing of battery packs, directly reducing the volume of units available to meet automotive demand.
This vulnerability is further intensified by the high geographical concentration of these resources. Limited diversity in the supply base means that local interruptions can have global repercussions. According to the International Energy Agency in 2024, the top three producing countries accounted for over 70 percent of the global processing volume for key battery minerals. This centralization of the supply chain restricts the flexibility of battery producers to source materials elsewhere during shortages, thereby hampering the consistent delivery of energy storage systems required for market expansion.
Market Trends
The market is witnessing a decisive structural shift toward Lithium Iron Phosphate (LFP) chemistries, fundamentally altering a cathode landscape previously dominated by nickel-based alternatives. This transition is driven by the superior thermal stability and longevity of LFP cells, along with their freedom from expensive and volatile cobalt, which significantly mitigates supply chain risks. Advancements in cell packaging efficiency have enabled these iron-based systems to offer competitive ranges for standard-range vehicles, accelerating their uptake among major automotive original equipment manufacturers prioritizing margin improvement over raw performance. According to the International Energy Agency's 'Global EV Outlook 2024' released in April 2024, lithium iron phosphate chemistries accounted for nearly 40 percent of electric vehicle battery demand by capacity in 2023, marking a substantial increase that significantly outpaces other chemistries.
Concurrently, the industry is accelerating the commercialization of solid-state battery technology to overcome the energy density limitations of conventional liquid electrolyte systems. By replacing the liquid component with a solid electrolyte, manufacturers aim to improve safety profiles by eliminating flammability risks while simultaneously enabling higher voltages and faster charging capabilities. This technological evolution is transitioning from research and development into operational pre-production phases as established players set up pilot lines to validate manufacturing scalability. For instance, Samsung SDI confirmed in a March 2024 press release regarding 'InterBattery 2024' that the company has a roadmap to commence mass production of all-solid-state batteries with a targeted energy density of 900 watt-hours per liter by 2027.
Report Scope
In this report, the Global Battery Systems for Electric Vehicles Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Battery Systems for Electric Vehicles Market.
Global Battery Systems for Electric Vehicles 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: