自動車用リチウムイオンバッテリーのインド市場の評価：タイプ別、構造別、容量別、流通チャネル別、地域別、機会、予測（2018年度～2032年度）

インドの自動車用リチウムイオンバッテリーの市場規模は、2025年度の12億5,000万米ドルから2032年度に27億米ドルに達すると予測され、2025年度～2032年度の予測期間にCAGRで10.11%の成長が見込まれます。市場は、電気自動車（EV）の需要の増加とクリーンエネルギー促進を目的とした政府の支援政策により急成長を示しています。

政府は、電気自動車エコシステムの成長、インフラ開発、FAME II戦線での開発支援、国内でのバッテリー製造のインセンティブを付与する生産連動インセンティブ制度など、複数の重大な取り組みを開始しました。このような政策支援に加え、バッテリー駆動車の売上の増加が、電動モビリティへの大きなシフトを示しています。さらに、2030年までに450GWの再生可能エネルギーを達成することを目指しており、これは、持続可能性とエネルギー安全保障に向けた広範な国家戦略に組み込まれる重要なエネルギー貯蔵ソリューションとして、リチウムイオンバッテリーに対する需要の高まりを刺激しています。例えば2023年2月、インド政府は連邦予算を発表し、EV、自動車部品、サブシステムに使用されるリチウムイオンバッテリーの製造に使用される輸入機械にかかる基本的な関税を免除しました。また、政府はリチウムイオンバッテリーの関税を21%から13%に引き下げ、電気自動車とハイブリッドバッテリーに対する基本的な関税の免税を拡大しました。

インドのリチウムイオンバッテリー市場は有望な上昇基調にありますが、生産リスクは主に原材料の入手性の問題、特にリチウムなどの特定の重要な原材料の需給ミスマッチに起因します。また、インド市場には多くの企業が存在し、断片化しているため、価格実現や持続可能性に悪影響を及ぼす可能性のある競合圧力が生じています。

当レポートでは、インドの自動車用リチウムイオンバッテリー市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢などを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

• 顧客の人口統計（性別、年齢、収入、職業など）
• 市場と製品/サービスの情報
• 購入媒体
• ブランド選択の理由
  • ブランド名と市場でのプレゼンス
  • 産業の専門技能
  • アフターサービス

第5章 インドの自動車用リチウムイオンバッテリー市場の見通し（2018年度～2032年度）

• 市場規模の分析と予測
  • 金額
  • 数量
• 市場シェアの分析と予測
  • タイプ別
  • 構造別
  • 容量別
  • 流通チャネル別
  • 地域別
  • 市場シェア分析：企業別（金額）（主要企業とその他 - 2024年度）
• 市場マップ分析（2024年度）
  • タイプ別
  • 構造別
  • 容量別
  • 流通チャネル別
  • 地域別

第6章 需給分析

第7章 輸入と輸出の分析

第8章 バリューチェーン分析

第9章 ポーターのファイブフォース分析

第10章 PESTLE分析

第11章 価格分析

第12章 市場力学

• 市場促進要因
• 市場の課題

第13章 市場の動向と発展

第14章 ケーススタディ

第15章 競合情勢

• 主要マーケットリーダーの競合マトリクス
• 主要企業のSWOT分析
• 主要市場企業の情勢
  • Tata Chemicals Limited
  • Mahindra & Mahindra Limited
  • TDS Lithium-Ion Battery Gujarat Private Limited
  • Okaya EV Private Limited
  • Bharat Electronics Ltd.
  • Toshiba Corporation
  • Exide Industries Ltd
  • Agratas Energy Storage Solutions Private Limited
  • Karacus Energy Pvt Ltd.
  • Servotech Power Systems Ltd.
  • Amara Raja Group

第16章 戦略的推奨

第17章 当社について、免責事項

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. India Automotive Lithium-ion Battery Market, By Value, In USD Million, FY2018-FY2032F
• Figure 2. India Automotive Lithium-ion Battery Market, By Volume, In Unit, FY2018-FY2032F
• Figure 3. India Automotive Lithium-ion Battery Market Share (%), By Type, FY2018-FY2032F
• Figure 4. India Automotive Lithium-ion Battery Market Share (%), By Construction, FY2018-FY2032F
• Figure 5. India Automotive Lithium-ion Battery Market Share (%), By Capacity, FY2018-FY2032F
• Figure 6. India Automotive Lithium-ion Battery Market Share (%), By Distribution Channel, FY2018-FY2032F
• Figure 7. India Automotive Lithium-ion Battery Market Share (%), By Region, FY2018-FY2032F
• Figure 8. By Type Map-Market Size (USD Million) & Growth Rate (%), FY2024
• Figure 9. By Construction Map-Market Size (USD Million) & Growth Rate (%), FY2024
• Figure 10. By Capacity Map-Market Size (USD Million) & Growth Rate (%), FY2024
• Figure 11. By Distribution Channel Map-Market Size (USD Million) & Growth Rate (%), FY2024
• Figure 12. By Region Map-Market Size (USD Million) & Growth Rate (%), FY2024

India automotive lithium-ion battery market is projected to witness a CAGR of 10.11% during the forecast period FY2025-FY2032, growing from USD 1.25 billion in FY2025 to USD 2.70 billion in FY2032. The market is experiencing rapid growth, driven by the increasing demand for electric vehicles (EVs) and supportive government policies aimed at promoting clean energy.

The government launched several pivotal initiatives for the electric vehicle ecosystem growth, infrastructural and supported development on the FAME II front, and the production-linked incentive scheme with an incentive for indigenous domestic battery manufacturing. This policy support is complemented by an increase in sales of battery-operated vehicles, which indicates a profound shift towards electric mobility. In addition, it aims to achieve 450 GW of renewable energy by 2030, which stimulates a rising demand for lithium-ion batteries as a crucial energy storage solution that finds its way into the broader country's strategy towards sustainability and energy security. For instance, in February 2023, the government of India presented the Union Budget, where they levied basic customs duty exemption on imported machinery used in manufacturing lithium-ion batteries used in EVs, vehicle parts, and subsystems. Also, the government reduced customs duty on lithium-ion batteries from 21% to 13%, and concessional basic customs taxes were extended for electric vehicles and hybrid batteries.

Despite the promising upward trajectory for the Indian market for lithium-ion batteries, production risks are faced mainly due to raw material availability issues, specifically a demand-supply mismatch for certain critical raw materials such as lithium. Besides, fragmentation with many players in the Indian market creates competitive pressure that may adversely affect price realization and sustainability.

Electric Vehicle Adoption to Support Market Expansion

The growing adoption of electric vehicles in India is significantly leading the growth of the automotive lithium-ion battery market. The growth trajectory is bound to accelerate further, buoyed by strong government schemes such as FAME II for the development of the ecosystem for EVs and the Production-linked Incentive Scheme aimed at boosting domestic battery manufacturing. As consumers prefer more eco-friendly options for transportation, battery-operated vehicles showed a surge in sales. For instance, in 2023, the International Trade Administration reported that the sales of battery-operated vehicles were approximately USD 8 million, projected to grow to USD 118 billion in 2032, starting from USD 23 billion in 2024. The steep growth decreases the carbon footprint and turns toward clean energy solutions. Furthermore, the goal of having 450 GW of renewable energy capacity in India by 2030 will increase the demand for lithium-ion batteries, which is the primary energy storage and management requirement.

For instance, in May 2024, Exide Industries Ltd announced a partnership with Hyundai Motor Company and Kia Corporation and is engaged in discussions with most of the two-wheeler companies with electric vehicle programs to supply lithium-ion batteries. The aim of the Memorandum of Understanding (MOU) for strategic cooperation is an electric vehicle (EV) expansion plan. With the expansion of their EV plans for the Indian market, Hyundai Motor Company and Kia Corporation aim to localize their EV battery production, specifically focusing on lithium-iron-phosphate (LFP) cells. This strategic move will position them as the pioneers in applying domestically produced batteries in their upcoming EV models in the Indian market.

Government Initiatives to Boost Market Growth

The Indian government has taken several strategic steps to strengthen the automotive lithium-ion battery market, thereby increasing the country's adoption of electric vehicles. Among these, one of the most essential schemes launched was Faster Adoption and Manufacturing of Hybrid and Electric Vehicles (FAME II) in April 2019, with a budgetary allocation of USD 118.92 million over three years for promoting electric mobility. This scheme provides financial incentives to consumers who buy electric vehicles, including front-line purchase price relief, thereby making the adoption of EVs by other consumers much more accessible. Along with that, FAME II focuses on adequately establishing charging stations. In March 2022, 2,877 public charging stations were proposed under FAME II in around 68 cities and major highways to ensure easy access by users for charging. Then, the Production-Linked Incentive Scheme, with a budgetary outlay of USD 3.49 billion in 2021, was launched, adding an incentive to manufacture batteries and other EV components locally so that importing does not have a poor supply of the commodity to the consumer. Another point is addressing issues regarding pollution and improving the level of energy security. The Indian government seems to be putting the nation on the world map for the uptake and production of electric vehicles and batteries while creating a conducive environment.

For instance, in September 2024, at the 64th Automotive Component Manufacturers Association of India (ACMA) Annual Session, the Union Minister for Heavy Industries announced that the Electric Mobility Promotion Scheme (EMPS) will be extended until the rollout of the third phase of the Faster Adoption and Manufacturing of Electric Vehicles (FAME-III). The government is unwaveringly committed to advancing India's EV ecosystem focusing on fostering local manufacturing and sustainable growth. Benefits for incentives will be extended to vehicles fitted with advanced batteries, such as lithium-ion batteries or advanced chemistry cells (ACCs), to encourage advanced technologies.

Lithium Nickel Manganese Cobalt Oxide Batteries Accounts for Dominating Market Share

The lithium nickel manganese cobalt oxide (NMC) battery segment dominated the Indian automotive lithium-ion battery market primarily because demand for decarbonization and a shift to clean energy sources takes center stage to meet India's aggressive EV adoption and renewable integration targets. As concerns toward sustainable transportation solutions continue growing, NMC batteries hold the center of focus since they offer good energy density and thermal stability alongside other qualities. The aim of the Indian government in 2030 is to attain 30% of electric vehicles in the total automobile industry, which creates the necessity for more efficient, reliable battery technologies than before. The NMC batteries hold special preference in the EV market as the balanced features of the battery make them suitable for diverse applications. Domestic production increases because of initiatives undertaken by the government, and it will further augment the supply chain's resilience and make it more import-independent. Batteries will become more efficient with technological developments, and the cost is expected to decline; thus, the NMC segment will dominate the market in the forecast years.

For instance, in July 2024, Ola Electric Mobility Ltd. unveiled India's first indigenously developed lithium-ion cell, NMC2170. Built in-house, Ola started the mass production of its cell from its upcoming Gigafactory in 2023. The state-of-the-art High Nickel Cylindrical Ola Cell uses NMC on the cathode side and Graphite and Silicon on the Anode side. The use of specific chemicals and materials enables the cell to pack more energy in each space and improve the life cycle of the cell, keeping the indigenous conditions at the core.

Future Market Scenario (FY2025-FY2032F)

Robust government initiatives and schemes drive electric vehicle (EV) adoption and enhance domestic battery manufacturing capabilities, creating a supportive ecosystem for market expansion.

The shift towards electric mobility indicates a growing consumer preference for EVs and escalating demand for lithium-ion batteries.

Although supply constraints of raw materials and market fragmentation have their challenges, ongoing technological advancements and rising recycling initiatives will likely make it a lucrative opportunity for India in the global lithium-ion battery market.

Key Players Landscape and Outlook

India automotive lithium-ion battery market will experience high growth in years to come which will primarily be driven by increased demand for electric vehicles (EVs) and positive government initiatives that aim to create an ecosystem for EVs and support domestic battery manufacturing. Key industry players are investing in their manufacturing capabilities. One of the most prominent partnerships is Suzuki's collaboration with Toshiba in constructing a battery cell manufacturing plant in Gujarat. Even as raw material supply constraints persist, growth opportunities are going to be highly lucrative in recycling technologies and the development of local supply chains. The market is changing rapidly, and the country is likely to be an integral player in the global lithium-ion battery market owing to the transitions toward sustainable energy solutions.

Tata Chemicals Limited and Mahindra & Mahindra Limited are investing in their manufacturing capabilities, reflecting a strategic move towards self-sufficiency in battery production. As technological advancements continue to enhance battery performance and reduce costs, the synergy between rising EV adoption and lithium-ion battery demand redefines India's automotive landscape, positioning it as a key player in the global transition to sustainable energy solutions. For instance, In August 2023, Tata Sons Private Limited announced its plan to set up a lithium-ion cell manufacturing gigafactory in Gujarat, infusing USD 119.084 thousand (INR 13,000 crore). A Memorandum of Understanding (MoU) has been signed between Tata Sons Private Limited-backed subsidiary Agratas Energy Storage Solution and the Gujarat Government.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Customer Demographics (Gender, Age, Income, Profession, etc.)
• 4.2. Market and Product/Service Intelligence
• 4.3. Medium of Purchase
• 4.4. Reasons for Brand Choice
  • 4.4.1. Brand Name and Market Presence
  • 4.4.2. Industry Expertise
  • 4.4.3. After-sales Services

5. India Automotive Lithium-ion Battery Market Outlook, FY2018-FY2032F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Type
    • 5.2.1.1. Cathode-Lithium Iron Phosphate
    • 5.2.1.2. Lithium Cobalt Oxide
    • 5.2.1.3. Lithium Manganese Oxide
    • 5.2.1.4. Lithium Nickel Manganese Cobalt Oxide
    • 5.2.1.5. Lithium Nickel Cobalt Aluminium Oxide
    • 5.2.1.6. Lithium Titanate
    • 5.2.1.7. Others
  • 5.2.2. By Construction
    • 5.2.2.1. Cylinder
    • 5.2.2.2. Prismatic
    • 5.2.2.3. Pouch
  • 5.2.3. By Capacity
    • 5.2.3.1. Below 3000 mAh
    • 5.2.3.2. 3000-10,000 mAh
    • 5.2.3.3. 10,000-60,000 mAh
    • 5.2.3.4. Above 60,000 mAh
  • 5.2.4. By Distribution Channel
    • 5.2.4.1. Online
    • 5.2.4.2. Offline
  • 5.2.5. By Region
    • 5.2.5.1. North
    • 5.2.5.2. East
    • 5.2.5.3. West and Central
    • 5.2.5.4. South
  • 5.2.6. By Company Market Share Analysis (Top Companies and Others - By Value, FY2024)
• 5.3. Market Map Analysis, FY2024
  • 5.3.1. By Type
  • 5.3.2. By Construction
  • 5.3.3. By Capacity
  • 5.3.4. By Distribution Channel
  • 5.3.5. By Region

6. Demand Supply Analysis

7. Import and Export Analysis

8. Value Chain Analysis

9. Porter's Five Forces Analysis

10. PESTLE Analysis

11. Pricing Analysis

12. Market Dynamics

• 12.1. Market Drivers
• 12.2. Market Challenges

13. Market Trends and Developments

14. Case Studies

15. Competitive Landscape

• 15.1. Competition Matrix of Top Market Leaders
• 15.2. SWOT Analysis for Top Players
• 15.3. Key Players Landscape for Top Market Players
  • 15.3.1. Tata Chemicals Limited
    • 15.3.1.1. Company Details
    • 15.3.1.2. Key Management Personnel
    • 15.3.1.3. Products and Services
    • 15.3.1.4. Financials (As Reported)
    • 15.3.1.5. Key Market Focus and Geographical Presence
    • 15.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisitions
  • 15.3.2. Mahindra & Mahindra Limited
  • 15.3.3. TDS Lithium-Ion Battery Gujarat Private Limited
  • 15.3.4. Okaya EV Private Limited
  • 15.3.5. Bharat Electronics Ltd.
  • 15.3.6. Toshiba Corporation
  • 15.3.7. Exide Industries Ltd
  • 15.3.8. Agratas Energy Storage Solutions Private Limited
  • 15.3.9. Karacus Energy Pvt Ltd.
  • 15.3.10. Servotech Power Systems Ltd.
  • 15.3.11. Amara Raja Group

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

16. Strategic Recommendations

17. About Us and Disclaimer