リチウムイオン電池市場- 世界の産業規模、シェア、動向、機会、予測、部品別,用途別,容量別,地域別,競合別, 2020-2030年

リチウムイオン電池の世界市場は、2024年に584億米ドルと評価され、予測期間中に21.3％のCAGRを記録し、大幅に成長し、2030年には1,877億米ドルに達すると予測されています。

成長の主な原動力は、政府の政策と排出ガス規制の強化に後押しされた電気自動車（EV）の普及拡大です。さらに、太陽光発電や風力発電を補完する信頼性の高いエネルギー貯蔵ソリューションに対する需要の高まりが市場を強化しており、リチウムイオン電池がグリッドや住宅用途の重要なカギとなっています。スマートフォン、ノートパソコン、ウェアラブルなどの家電製品は、電池の小型化と高エネルギー密度により、さらに貢献しています。電池性能の継続的な向上、充電の高速化、製造コストの削減により、値ごろ感が高まっています。米国のインフレ削減法やインドのFAMEスキームなどの法的支援は、5GやIoTデバイスの急増、新興市場におけるエネルギーアクセスの増加と相まって、引き続き市場の勢いを強めています。このような技術革新、持続可能性への取り組み、最終用途の拡大が相まって、市場の成長を後押ししています。

市場促進要因

電気自動車（EV）の普及加速

主な市場課題

サプライチェーンの制約と原材料依存性

主要市場動向

技術進歩と電池化学の進化

目次

第1章 概要

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

第5章 世界のリチウムイオン電池市場展望

• 市場規模・予測
  • 金額別
• 市場シェア・予測
  • 部品別（正極、負極、電解液、セパレーター、その他）
  • 用途別（電気・電子、自動車、産業、その他）
  • 容量別（0～3,000 mAh、3,000～10,000 mAh、10,000～60,000 mAh、100,000 mAh以上）
  • 地域別（北米、欧州、南米、中東・アフリカ、アジア太平洋）
• 企業別（2024）
• 市場マップ

第6章 北米のリチウムイオン電池市場展望

• 市場規模・予測
• 市場シェア・予測
• 北米：国別分析
  • 米国
  • カナダ
  • メキシコ

第7章 欧州のリチウムイオン電池市場展望

• 市場規模・予測
• 市場シェア・予測
• 欧州：国別分析
  • ドイツ
  • フランス
  • 英国
  • イタリア
  • スペイン

第8章 アジア太平洋地域のリチウムイオン電池市場展望

• 市場規模・予測
• 市場シェア・予測
• アジア太平洋地域：国別分析
  • 中国
  • インド
  • 日本
  • 韓国
  • オーストラリア

第9章 中東・アフリカのリチウムイオン電池市場展望

• 市場規模・予測
• 市場シェア・予測
• 中東・アフリカ：国別分析
  • サウジアラビア
  • アラブ首長国連邦
  • 南アフリカ

第10章 南米のリチウムイオン電池市場展望

• 市場規模・予測
• 市場シェア・予測
• 南米：国別分析
  • ブラジル
  • コロンビア
  • アルゼンチン

第11章 市場力学

• 促進要因
• 課題

第12章 市場動向と発展

• 合併と買収
• 製品上市
• 最近の動向

第13章 企業プロファイル

• Panasonic Corporation
• Samsung SDI Co., Ltd.
• LG Energy Solution Ltd.
• Contemporary Amperex Technology Co. Limited（CATL）
• BYD Company Limited
• Tesla, Inc.
• Toshiba Corporation
• A123 Systems LLC

第14章 戦略的提言

第15章 調査会社について・免責事項

The Global Lithium-ion Battery Market, valued at USD 58.4 billion in 2024, is projected to grow significantly and reach USD 187.7 billion by 2030, registering a CAGR of 21.3% during the forecast period. Growth is primarily driven by increasing electric vehicle (EV) adoption, incentivized by government policies and stricter emission regulations. Additionally, the rising demand for reliable energy storage solutions to complement solar and wind power is bolstering the market, with lithium-ion batteries becoming key for grid and residential applications. Consumer electronics like smartphones, laptops, and wearables further contribute due to the batteries' compactness and high energy density. Ongoing advancements in battery performance, faster charging, and production cost reductions are enhancing affordability. Legislative support such as the U.S. Inflation Reduction Act and India's FAME scheme, coupled with the surge in 5G and IoT devices and increasing energy access in emerging markets, continue to strengthen market momentum. This confluence of innovation, sustainability initiatives, and expanding end-use applications is propelling market growth.

Key Market Drivers

Accelerated Adoption of Electric Vehicles (EVs)

A major force behind the global lithium-ion battery market is the rapidly growing demand for electric vehicles (EVs). With heightened focus on reducing carbon emissions and fossil fuel dependency, both governments and automakers are prioritizing electrification. Lithium-ion batteries, noted for their high energy density, long lifespan, and declining costs, are now the preferred power source for EVs, including passenger cars, commercial fleets, and two-wheelers. Policy initiatives in countries such as China, the United States, India, Germany, and the UK are significantly accelerating this transition through subsidies, tax incentives, and stricter CO2 standards. For example, the EU's Green Deal and Fit for 55 plan support the phaseout of combustion engines by 2035, while the U.S. Inflation Reduction Act introduces significant tax credits to boost local battery manufacturing and EV purchases.

Key Market Challenges

Supply Chain Constraints and Raw Material Dependency

A critical challenge confronting the global lithium-ion battery market lies in the constrained supply chain and heavy reliance on key raw materials. Essential components like lithium, cobalt, nickel, manganese, and graphite are geographically concentrated, exposing the industry to geopolitical tensions, trade limits, and resource-driven nationalism. Over 70% of cobalt comes from the Democratic Republic of Congo, a region burdened by political instability and infrastructure issues. Lithium is predominantly sourced from Australia, China, and the South American "Lithium Triangle" (Chile, Argentina, Bolivia). These dependencies make supply disruptions and price volatility significant concerns; lithium prices surged over 400% during 2022-2023, straining procurement and profit margins. Moreover, China controls the majority of global refining capacity-processing over 60% of lithium and nearly 70% of cobalt-raising alarms about excessive reliance on one country. For Western nations striving for supply diversification, this presents a substantial strategic obstacle.

Key Market Trends

Technological Advancements and Evolution of Battery Chemistries

One of the defining trends in the lithium-ion battery industry is the continued evolution of battery chemistries and related technological advancements. As demand intensifies in sectors like EVs, renewable energy systems, and personal electronics, there is an ongoing push to enhance battery performance in terms of energy density, charge speed, safety, longevity, and cost. This has led to increased use of chemistries tailored for specific applications. Lithium Iron Phosphate (LFP) batteries are gaining ground in EV and stationary energy storage due to superior safety, longer lifespan, and lower cost when compared to Nickel Manganese Cobalt (NMC) batteries. Automakers including Tesla, BYD, and Ford are deploying LFP batteries in cost-sensitive vehicle models. Meanwhile, nickel-based chemistries like NMC and Nickel Cobalt Aluminum (NCA) remain popular for long-range EVs due to their higher energy density. However, efforts to reduce cobalt use-driven by cost, ethical, and supply issues-have led to innovations like NMC 811 and NMC 532, allowing manufacturers to enhance performance while minimizing reliance on controversial materials.

Key Market Players

• Panasonic Corporation
• Samsung SDI Co., Ltd.
• LG Energy Solution Ltd.
• Contemporary Amperex Technology Co. Limited (CATL)
• BYD Company Limited
• Tesla, Inc.
• Toshiba Corporation
• A123 Systems LLC

Report Scope:

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

Lithium-ion Battery Market, By Component:

• Cathode
• Anode
• Electrolyte
• Separator
• Others

Lithium-ion Battery Market, By Application:

• Electrical & Electronics
• Automotive
• Industrial
• Others

Lithium-ion Battery Market, By Capacity:

• 0-3,000 mAh
• 3,000-10,000 mAh
• 10,000-60,000 mAh
• 100,000 mAh & Above

Lithium-ion Battery Market, By Region:

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

Competitive Landscape

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

Available Customizations:

Global Lithium-ion 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, and Trends

4. Voice of Customer

5. Global Lithium-ion Battery Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Component (Cathode, Anode, Electrolyte, Separator, Others)
  • 5.2.2. By Application (Electrical & Electronics, Automotive, Industrial, Others)
  • 5.2.3. By Capacity (0-3,000 mAh, 3,000- 10,000 mAh, 10,000- 60,000 mAh, 100,000 mAh & Above)
  • 5.2.4. By Region (North America, Europe, South America, Middle East & Africa, Asia Pacific)
• 5.3. By Company (2024)
• 5.4. Market Map

6. North America Lithium-ion Battery Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Component
  • 6.2.2. By Application
  • 6.2.3. By Capacity
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Lithium-ion 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 Component
      • 6.3.1.2.2. By Application
      • 6.3.1.2.3. By Capacity
  • 6.3.2. Canada Lithium-ion 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 Component
      • 6.3.2.2.2. By Application
      • 6.3.2.2.3. By Capacity
  • 6.3.3. Mexico Lithium-ion 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 Component
      • 6.3.3.2.2. By Application
      • 6.3.3.2.3. By Capacity

7. Europe Lithium-ion Battery Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Component
  • 7.2.2. By Application
  • 7.2.3. By Capacity
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Lithium-ion 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 Component
      • 7.3.1.2.2. By Application
      • 7.3.1.2.3. By Capacity
  • 7.3.2. France Lithium-ion 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 Component
      • 7.3.2.2.2. By Application
      • 7.3.2.2.3. By Capacity
  • 7.3.3. United Kingdom Lithium-ion 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 Component
      • 7.3.3.2.2. By Application
      • 7.3.3.2.3. By Capacity
  • 7.3.4. Italy Lithium-ion 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 Component
      • 7.3.4.2.2. By Application
      • 7.3.4.2.3. By Capacity
  • 7.3.5. Spain Lithium-ion 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 Component
      • 7.3.5.2.2. By Application
      • 7.3.5.2.3. By Capacity

8. Asia Pacific Lithium-ion Battery Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Component
  • 8.2.2. By Application
  • 8.2.3. By Capacity
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Lithium-ion 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 Component
      • 8.3.1.2.2. By Application
      • 8.3.1.2.3. By Capacity
  • 8.3.2. India Lithium-ion 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 Component
      • 8.3.2.2.2. By Application
      • 8.3.2.2.3. By Capacity
  • 8.3.3. Japan Lithium-ion 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 Component
      • 8.3.3.2.2. By Application
      • 8.3.3.2.3. By Capacity
  • 8.3.4. South Korea Lithium-ion 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 Component
      • 8.3.4.2.2. By Application
      • 8.3.4.2.3. By Capacity
  • 8.3.5. Australia Lithium-ion 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 Component
      • 8.3.5.2.2. By Application
      • 8.3.5.2.3. By Capacity

9. Middle East & Africa Lithium-ion Battery Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Component
  • 9.2.2. By Application
  • 9.2.3. By Capacity
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Lithium-ion 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 Component
      • 9.3.1.2.2. By Application
      • 9.3.1.2.3. By Capacity
  • 9.3.2. UAE Lithium-ion 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 Component
      • 9.3.2.2.2. By Application
      • 9.3.2.2.3. By Capacity
  • 9.3.3. South Africa Lithium-ion 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 Component
      • 9.3.3.2.2. By Application
      • 9.3.3.2.3. By Capacity

10. South America Lithium-ion Battery Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Component
  • 10.2.2. By Application
  • 10.2.3. By Capacity
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Lithium-ion 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 Component
      • 10.3.1.2.2. By Application
      • 10.3.1.2.3. By Capacity
  • 10.3.2. Colombia Lithium-ion 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 Component
      • 10.3.2.2.2. By Application
      • 10.3.2.2.3. By Capacity
  • 10.3.3. Argentina Lithium-ion 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 Component
      • 10.3.3.2.2. By Application
      • 10.3.3.2.3. By Capacity

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends and Developments

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

13. Company Profiles

• 13.1. Panasonic Corporation
  • 13.1.1. Business Overview
  • 13.1.2. Key Revenue and Financials
  • 13.1.3. Recent Developments
  • 13.1.4. Key Personnel
  • 13.1.5. Key Product/Services Offered
• 13.2. Samsung SDI Co., Ltd.
• 13.3. LG Energy Solution Ltd.
• 13.4. Contemporary Amperex Technology Co. Limited (CATL)
• 13.5. BYD Company Limited
• 13.6. Tesla, Inc.
• 13.7. Toshiba Corporation
• 13.8. A123 Systems LLC

14. Strategic Recommendations

15. About Us & Disclaimer