電気自動車（EV）用電池市場規模、シェア、成長分析：電池タイプ別、推進力別、形態別、車種別、材料別、容量別、地域別 - 産業予測 2025～2032年

電気自動車（EV）用電池の世界市場規模は2023年に666億米ドルと評価され、2024年の807億2,000万米ドルから2032年には3,758億4,000万米ドルに成長し、予測期間（2025-2032年）のCAGRは21.2%で成長する見通しです。

市場の洞察によると、電気自動車（EV）用電池の世界需要が大幅に急増していることが明らかになった。これは、EVへの関心の高まりと、化石燃料への依存を減らし気候変動への懸念に対処することを目的とした政府の取り組みによるものです。国際エネルギー機関（IEA）の2023年世界EV見通し報告書で強調されているように、EV用電池需要は65％急増し、2021年の330GWhから2022年には550GWhに拡大します。大手自動車メーカーは電気自動車の開発と普及を優先しており、リチウムイオン、鉛酸、ニッケル水素などさまざまなタイプのバッテリー需要をさらに促進しています。自動車技術の革新と業界大手による大容量バッテリーモデルの導入は、世界の電気自動車用バッテリー需要を拡大し、持続可能なグリーンモビリティへのシフトを強化します。

目次

イントロダクション

• 調査の目的
• 調査範囲
• 定義

調査手法

• 情報調達
• 二次データと一次データの方法
• 市場規模予測
• 市場の前提条件と制限

エグゼクティブサマリー

• 世界市場の見通し
• 供給と需要の動向分析
• セグメント別機会分析

市場力学と見通し

• 市場概要
• 市場規模
• 市場力学
  • 促進要因と機会
  • 抑制要因と課題
• ポーターの分析

主な市場の考察

• 重要成功要因
• 競合の程度
• 主な投資機会
• 市場エコシステム
• 市場の魅力指数（2024年）
• PESTEL分析
• マクロ経済指標
• バリューチェーン分析
• 価格分析
• 規制分析
• 原材料の分析

電気自動車（EV）用電池市場規模：電池タイプ別& CAGR（2025-2032）

• 市場概要
• 鉛蓄電池
• リチウムイオン
• ソリッドステート
• ニッケル水素
• ナトリウムイオン
• その他

電気自動車（EV）用電池市場規模：推進力別& CAGR（2025-2032）

• 市場概要
• BEV
• PHEV
• FCEV
• HEV

電気自動車（EV）用電池市場規模：形態別& CAGR（2025-2032）

• 市場概要
• プリズマティック
• パウチ
• 円筒形

電気自動車（EV）用電池市場規模：車種別& CAGR（2025-2032）

• 市場概要
• 乗用車
• バン・小型トラック
• 中型・大型トラック
• バス
• オフロード車両

電気自動車（EV）用電池市場規模：材料別& CAGR（2025-2032）

• 市場概要
• コバルト
• リチウム
• 天然黒鉛
• マンガン
• 鉄
• リン酸
• ニッケル
• その他

電気自動車（EV）用電池市場規模：容量別& CAGR（2025-2032）

• 市場概要
• 50kWh未満
• 50～110kW
• 111～200kWh
• 201～300kWh
• 300kWh以上

電気自動車（EV）用電池市場規模：電池コンポーネント別 & CAGR（2025-2032）

• 市場概要
• 正極
• 負極
• 電解質
• セパレータ

電気自動車（EV）用電池市場規模：地域別& CAGR（2025-2032）

• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • 英国
  • イタリア
  • その他欧州地域
• アジア太平洋地域
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ地域
• 中東・アフリカ
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ

競合情報

• 上位5社の比較
• 主要企業の市場ポジショニング（2024年）
• 主な市場企業が採用した戦略
• 市場の最近の動向
• 企業の市場シェア分析（2024年）
• 主要企業の企業プロファイル
  • 会社概要
  • 製品ポートフォリオ分析
  • セグメント別シェア分析
  • 収益の前年比比較（2022-2024）

主要企業プロファイル

• CATL（Contemporary Amperex Technology Co., Limited）（China）
• LG Energy Solution（South Korea）
• BYD Company Limited（China）
• Panasonic Holdings Corporation（Japan）
• SK On（South Korea）
• Samsung SDI（South Korea）
• CALB（China Lithium Battery Technology Co., Ltd.）（China）
• Guoxuan High-Tech Co., Ltd.（China）
• Sunwoda Electronic Co., Ltd.（China）
• SVOLT Energy Technology Co., Ltd.（China）
• Envision AESC Group Ltd（Japan）
• Romeo Power（USA）
• Ganfeng Lithium Co., Ltd.（China）
• Albemarle Corporation（USA）
• Livent Corporation（USA）
• POSCO Chemical（South Korea）
• Umicore（Belgium）
• Tesla, Inc.（USA）
• Volkswagen AG（Germany）
• General Motors（USA）

結論と推奨事項

Global Electric Vehicles (EV) Battery Market size was valued at USD 66.6 billion in 2023 and is poised to grow from USD 80.72 billion in 2024 to USD 375.84 billion by 2032, growing at a CAGR of 21.2% during the forecast period (2025-2032).

Market insights reveal a significant surge in global demand for Electric Vehicle (EV) batteries, driven by escalating interest in EVs and governmental initiatives aimed at reducing fossil fuel dependency and addressing climate change concerns. As highlighted in the International Energy Agency's 2023 Global EV Outlook report, the battery demand for EVs has surged by 65%, escalating from 330 GWh in 2021 to 550 GWh in 2022. Major automakers are prioritizing the development and proliferation of electric vehicles, further propelling battery demand across various types, including lithium-ion, lead acid, and nickel metal hydride. Innovations in vehicle technology and the introduction of high-capacity battery models by industry leaders are poised to enhance global EV battery demand, reinforcing the shift toward sustainable green mobility.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Electric Vehicles (Ev) Battery market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Electric Vehicles (Ev) Battery Market Segmental Analysis

Global Electric Vehicles (EV) Battery Market is segmented by Battery Type, Propulsion, Form, Vehicle Type, Material, Capacity, Battery Component and Region. Based on Battery Type, the market is segmented into Lead-Acid, Lithium-Ion, Solid-State, Nickel-Metal Hydride, Sodium-Ion and Others. Based on Propulsion, the market is segmented into BEV, PHEV, FCEV and HEV. Based on Form, the market is segmented into Prismatic, Pouch and Cylindrical. Based on Vehicle Type, the market is segmented into Passenger Cars, Vans/Light Trucks, Medium & Heavy Trucks, Buses and Off-Highway Vehicles. Based on Material, the market is segmented into Cobalt, Lithium, Natural Graphite, Manganese, Iron, Phosphate, Nickel and Others. Based on Capacity, the market is segmented into <50 kWh, 50-110 kW, 111-200 kWh, 201-300 kWh and >300 kWh. Based on Battery Component, the market is segmented into Positive Electrode, Negative Electrode, Electrolyte and Separator. Based on Region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Electric Vehicles (Ev) Battery Market

The reduction in electric car battery costs is a significant factor driving the growth of the Global Electric Vehicles (EV) Battery market. Over the past decade, the price of lithium-ion batteries has plummeted by approximately 97% over the last 30 years, according to the Global Change Data Lab. Since lithium-ion batteries are widely utilized in electric vehicles, their decreasing costs are expected to promote greater adoption of EVs. This shift not only facilitates increased sales and market expansion but also opens up numerous revenue growth opportunities, making it a vital catalyst for the market's future development in the coming years.

Restraints in the Global Electric Vehicles (Ev) Battery Market

The growth of the Global Electric Vehicles (EV) Battery market is facing significant challenges due to raw material shortages. Dominating the supply chain, China produces approximately 75% of all lithium-ion batteries, along with 70% of cathode capacity and 85% of anode capacity. Meanwhile, Europe contributes more than 25% of the global output but possesses limited resources, primarily accounting for 20% of the world's cobalt production. Compounding the issue, South Korea and Japan have established a more robust supply chain pertaining to the raw materials needed for industrial-scale production of cathodes and anodes, further straining the market's capability to scale effectively.

Market Trends of the Global Electric Vehicles (Ev) Battery Market

The global Electric Vehicle (EV) battery market is witnessing a significant trend towards electrification, driven by government initiatives promoting the establishment of EV charging infrastructure and a comprehensive ecosystem supporting emission-free transportation. As more countries prioritize sustainability, the demand for advanced battery technologies is surging, facilitating a rapid transition to electric mobility. Additionally, original equipment manufacturers (OEMs) are increasingly investing in energy-efficient solutions and innovative battery designs, enhancing overall performance and charging capabilities. This amalgamation of regulatory support, technological advancements, and a growing consumer preference for electric vehicles is projected to significantly boost the growth and expansion of the global electric vehicle battery market.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Regulatory Analysis
• Raw Material Analysis

Global Electric Vehicles (EV) Battery Market Size by Battery Type & CAGR (2025-2032)

• Market Overview
• Lead-Acid
• Lithium-Ion
• Solid-State
• Nickel-Metal Hydride
• Sodium-Ion
• Others

Global Electric Vehicles (EV) Battery Market Size by Propulsion & CAGR (2025-2032)

• Market Overview
• BEV
• PHEV
• FCEV
• HEV

Global Electric Vehicles (EV) Battery Market Size by Form & CAGR (2025-2032)

• Market Overview
• Prismatic
• Pouch
• Cylindrical

Global Electric Vehicles (EV) Battery Market Size by Vehicle Type & CAGR (2025-2032)

• Market Overview
• Passenger Cars
• Vans/Light Trucks
• Medium & Heavy Trucks
• Buses
• Off-Highway Vehicles

Global Electric Vehicles (EV) Battery Market Size by Material & CAGR (2025-2032)

• Market Overview
• Cobalt
• Lithium
• Natural Graphite
• Manganese
• Iron
• Phosphate
• Nickel
• Others

Global Electric Vehicles (EV) Battery Market Size by Capacity & CAGR (2025-2032)

• Market Overview
• <50 kWh
• 50-110 kW
• 111-200 kWh
• 201-300 kWh
• >300 kWh

Global Electric Vehicles (EV) Battery Market Size by Battery Component & CAGR (2025-2032)

• Market Overview
• Positive Electrode
• Negative Electrode
• Electrolyte
• Separator

Global Electric Vehicles (EV) Battery Market Size & CAGR (2025-2032)

• North America (Battery Type, Propulsion, Form, Vehicle Type, Material, Capacity, Battery Component)
  • US
  • Canada
• Europe (Battery Type, Propulsion, Form, Vehicle Type, Material, Capacity, Battery Component)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Battery Type, Propulsion, Form, Vehicle Type, Material, Capacity, Battery Component)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Battery Type, Propulsion, Form, Vehicle Type, Material, Capacity, Battery Component)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Battery Type, Propulsion, Form, Vehicle Type, Material, Capacity, Battery Component)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• CATL (Contemporary Amperex Technology Co., Limited) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• LG Energy Solution (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BYD Company Limited (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Panasonic Holdings Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SK On (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung SDI (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• CALB (China Lithium Battery Technology Co., Ltd.) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Guoxuan High-Tech Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sunwoda Electronic Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SVOLT Energy Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Envision AESC Group Ltd (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Romeo Power (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ganfeng Lithium Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Albemarle Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Livent Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• POSCO Chemical (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Umicore (Belgium)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tesla, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Volkswagen AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• General Motors (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations