自動車用バッテリーの市場規模：バッテリータイプ別、車両タイプ別、用途別、地域別、範囲および予測

自動車用バッテリーの市場規模と予測

自動車用バッテリーの市場規模は、2024年に531億8,000万米ドルとなり、2024年～2031年の間に5.1％のCAGRで成長する見込みで、2031年には791億7,000万米ドルに達すると予測されます。自動車用バッテリーは、エンジンに電力を供給し、自動車の電気システムに電力を供給し、将来の使用のためにエネルギーを貯蔵する充電式バッテリーです。最も普及しているのは鉛電池で、鉛板と硫酸電解液を使ってエネルギーを生成します。自動車用バッテリーは、エンジン始動、照明、点火、パワーウィンドウやエアコンなどの補助電源、緊急時のバックアップ電源など、さまざまな機能を提供します。

さらに、従来の内燃機関自動車だけでなく、電気自動車やハイブリッド車にも不可欠な部品です。

自動車用バッテリーの世界市場力学

自動車用バッテリー市場を形成している主な市場力学

主な市場促進要因

電気自動車（EV）の普及：

電気自動車市場の急成長は、自動車用バッテリーの重要な促進要因です。国際エネルギー機関（IEA）によると、世界の電気自動車販売台数は2022年に1,000万台に達し、2021年から55%増加します。電気自動車の普及は、自動車用バッテリーの需要を直接的に押し上げています。

政府の規制とインセンティブ：

厳しい公害基準と再生可能エネルギー車に対する政府の補助金が自動車用バッテリー市場を押し上げています。例えば欧州連合（EU）は、2030年までに新車からのCO2排出量を2021年比で37.5％削減するという目標を掲げています。この排出量削減の追求は、電気自動車やハイブリッド車への移行を早め、自動車用バッテリーの需要を高めています。

バッテリー技術の進歩：

バッテリー技術、特にエネルギー密度と充電速度の絶え間ない開発が市場を前進させています。米国エネルギー省によると、電気自動車用リチウムイオンバッテリーパックのコストは2008年から2021年の間に87%削減され、1,000ドル/kWhから132ドル/kWhになった。この大幅なコスト削減により、電気自動車はより手頃な価格となり、消費者にとって魅力的なものとなります。

主な課題

安全性への懸念の高まり：

バッテリーの安全性に対する懸念の高まりは、自動車用バッテリー市場の大きな制約となっています。電気自動車で頻繁に使用されるリチウムイオン電池は、適切に設計、製造、管理されなければ火災や爆発を引き起こします。これが市場拡大を阻害しています。

適切なインフラの欠如：

バッテリー駆動車の適切な運用に必要なインフラが十分に整備されていないことも、自動車用バッテリー市場の主な抑制要因です。特に新興国では充電ステーションが不足しているため、消費者が電気自動車を受け入れることが難しく、自動車用バッテリーの需要が減少しています。

主要動向：

バッテリーの大型化とエネルギー密度の向上：

車載用電池市場は、セルサイズの大型化とエネルギー密度の高密度化がかなり進んでいます。2022年には、パウチ型セルが500mmに達し、角型セルが1000mmに近づくなど、セルの長尺化傾向が明らかになった。同時に、セルエネルギーは大幅に増加し、エネルギー密度と比エネルギーの向上を示しています。2010～2021年の平均と比較すると、エネルギー密度は100%、比エネルギーは70%向上しており、性能向上、航続距離延長、効率向上を求める電気自動車のニーズの変化に対応しています。

電気自動車用バッテリー製造施設への投資：

自動車業界の大手企業は、電気自動車の需要増に対応するため、バッテリー製造施設に大規模な投資を行っています。例えば、ステランティスとサムスンは2022年5月、米国インディアナ州のバッテリー製造工場に25億米ドルを投資すると発表しました。こうした戦略的提携や投資は、電気自動車の人気の高まりと、市場の需要を満たすための強固な電池生産能力の必要性を業界が認識していることを示しています。

革命的技術として台頭する固体電池：

固体電池は、自動車用バッテリー市場を一変させる画期的な進歩です。このバッテリーは、通常のリチウムイオンバッテリーよりもエネルギー密度が高く、安全性が向上し、充電時間が短縮されるなど、さまざまな利点があります。ソリッド・ステート・バッテリー技術の開発は、電気自動車性能のさらなるブレークスルーを促進し、電動モビリティの普及を加速させる可能性が高く、自動車用バッテリー市場の将来を左右する重要な動向として位置づけられています。

目次

第1章 イントロダクション

• 市場の定義
• 市場セグメンテーション
• 調査手法

第2章 エグゼクティブサマリー

• 主な調査結果
• 市場概要
• 市場ハイライト

第3章 市場概要

• 市場規模と成長の可能性
• 市場動向
• 市場促進要因
• 市場抑制要因
• 市場機会
• ポーターのファイブフォース分析

第4章 自動車用バッテリー市場：バッテリータイプ別

• リチウムイオン
• 鉛酸
• ニッケル
• ナトリウムイオン
• その他

第5章 自動車用バッテリー市場：車両タイプ別

• 乗用車
• 商用車
• 電気自動車

第6章 自動車用バッテリー市場：用途別

• 電気推進
• スターター
• ライティング
• イグニッション
• その他

第7章 地域分析

• 北米
• 米国
• カナダ
• メキシコ
• 欧州
• 英国
• ドイツ
• フランス
• イタリア
• アジア太平洋
• 中国
• 日本
• インド
• オーストラリア
• ラテンアメリカ
• ブラジル
• アルゼンチン
• チリ
• 中東・アフリカ
• 南アフリカ
• サウジアラビア
• アラブ首長国連邦

第8章 市場力学

• 市場促進要因
• 市場抑制要因
• 市場機会
• COVID-19の市場への影響

第9章 競合情勢

• 主要企業
• 市場シェア分析

第10章 企業プロファイル

• Johnson Controls Power Solutions
• Exide Technologies
• GS Yuasa
• East Penn Manufacturing Company
• CATL
• BYD Company
• LG Chem
• Panasonic
• Samsung SDI
• SK Innovation

第11章 市場の展望と機会

• 新興技術
• 今後の市場動向
• 投資機会

第12章 付録

• 略語リスト
• 出典と参考文献

Automotive Battery Market Size and Forecast

Automotive Battery Market size was valued at USD 53.18 Billion in 2024 and is projected to reach USD 79.17 Billion by 2031 , growing at a CAGR of 5.1% from 2024 to 2031 . An automotive battery is a rechargeable battery that supplies electrical power to the engine, powers the vehicle's electrical systems, and stores energy for future use. The most popular variety is the lead-acid battery, which generates energy using lead plates and a sulfuric acid electrolyte. Automotive batteries provide a range of functions, including engine starting, lighting, ignition, powering extras like as power windows and air conditioning, and supplying emergency backup power.

Furthermore, they are critical components in conventional internal combustion engine automobiles as well as electric and hybrid vehicles.

Global Automotive Battery Market Dynamics

The key market dynamics that are shaping the automotive battery market include:

Key Market Drivers

Electric Vehicle (EV) Adoption:

The rapid growth of the electric vehicle market is a significant driver of automotive batteries. According to the International Energy Agency (IEA), global electric vehicle sales reached 10 million in 2022, up 55% from 2021. The boom in EV usage is directly driving up demand for automotive batteries.

Government Regulations and Incentives:

Stringent pollution standards and government subsidies for renewable energy vehicles are driving up the automotive battery market. The European Union, for example, has set a target of reducing CO2 emissions from new cars by 37.5% by 2030, compared to 2021. This quest for fewer emissions is hastening the transition to electric and hybrid vehicles, hence raising demand for automotive batteries.

Advancements in Battery Technology:

Continuous developments in battery technology, especially in energy density and charging speeds, are propelling the market forward. According to the US Department of Energy, the cost of lithium-ion battery packs for electric vehicles reduced by 87% between 2008 and 2021, from $1,000/kWh to $132/kWh. This huge cost reduction makes EVs more affordable and appealing to consumers, hence driving the automotive battery market.

Key Challenges:

Rising Concern for Safety Issues:

The growing concern about battery safety is a major limitation on the automotive battery market. Lithium-ion batteries, which are frequently used in electric vehicles, cause fires and explosions if not properly designed, manufactured, and controlled. This inhibits market expansion.

Lack of Adequate Infrastructure:

The lack of adequate infrastructure required for the proper operation of battery-driven vehicles is another key restraint for the automotive battery market. The scarcity of charging stations, particularly in emerging nations, makes it difficult for consumers to embrace electric vehicles, reducing demand for automotive batteries.

Key Trends:

Shift Towards Larger Battery Dimensions and Higher Energy Density:

The automotive battery market is experiencing a considerable trend toward larger cell size and higher energy density. In 2022, there was an apparent trend towards longer cells, with pouch cells reaching 500 mm and prismatic cells approaching 1000 mm. Concurrently, cell energy increased significantly, indicating improvements in energy density and specific energy. Compared to 2010-2021 averages, there was a 100% increase in energy density and a 70% increase in specific energy, meeting the changing needs of electric vehicles for increased performance, longer ranges, and more efficiency.

Investments in Electric Vehicle Battery Manufacturing Facilities:

Major automotive industry firms are making major investments in battery manufacturing facilities to meet the growing demand for electric vehicles. For example, in May 2022, Stellantis and Samsung announced a $2.5 billion investment in a battery manufacturing plant in Indiana, USA. These strategic alliances and investments demonstrate the industry's acknowledgment of the growing popularity of electric vehicles and the necessity for robust battery production capacities to fulfill market demand.

Solid-state Batteries Emerging as a Revolutionary Technology:

Solid-state batteries are a ground-breaking breakthrough that is poised to transform the automotive battery market. These batteries have various advantages over ordinary lithium-ion batteries, including greater energy density, increased safety, and faster charging periods. Solid-state battery technology development is likely to promote additional breakthroughs in electric vehicle performance and accelerate the adoption of electric mobility, positioning it as a key trend determining the automotive battery market's future.

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Global Automotive Battery Market Regional Analysis

Here is a more detailed regional analysis of the automotive battery market:

Asia Pacific:

According to Verified Market Research, the Asia Pacific is estimated to dominate the automotive battery market over the forecast period. The Asia Pacific region, especially China, is experiencing a rapid increase in EV adoption, pushing up demand for automotive batteries. According to the International Energy Agency (IEA), China accounted for 60% of worldwide electric car sales in 2022, with more than 6 million new electric vehicles registered. This substantial market share contributes to the region's dominance in the automotive battery market.

Many Asia Pacific countries have developed significant rules and incentives to encourage EV adoption and battery manufacture. For instance, the Chinese government intends to make new energy vehicles (NEVs) account for 20% of total car sales by 2025. In support of this aim, China's Ministry of Industry and Information Technology reported that NEV sales reached 3.52 million units by 2021, representing 13.4% of total vehicle sales, indicating rapid progress towards the 2025 target.

Furthermore, the Asia Pacific region is home to some of the world's largest automotive battery manufacturers. According to SNE Research, the top three worldwide EV battery producers in 2023 were all situated in Asia: CATL (China), LG Energy Solution (South Korea), and BYD (China). These three businesses accounted for over 70% of the global EV battery market, demonstrating the region's industrial dominance.

North America:

North America is estimated to exhibit substantial growth during the forecast period. The popularity of electric vehicles in the United States is rapidly increasing, which is fueling demand for automotive batteries. According to the Department of Energy, sales of electric vehicles in the United States nearly doubled between 2020 and 2021, accounting for 4.5% of total new vehicle sales in 2021. This trend is projected to continue, boosting the automotive battery market in North America.

North American countries, mainly the United States and Canada, are enforcing tighter pollution rules, accelerating the transition to electric and hybrid vehicles. The United States Environmental Protection Agency (EPA) has set a goal for automakers to attain an average fuel efficiency of 55 miles per gallon in new automobiles by 2026. This regulation encourages automakers to spend extensively on electric vehicle technology and battery production.

Furthermore, in North America, both federal and state subsidies are driving EV adoption and, as a result, the automotive battery market. For example, the United States government provides a federal tax credit of up to $7,500 for the purchase of a new electric vehicle. Also, as of 2023, more than 45 states and the District of Columbia provide incentives for EVs, ranging from additional tax credits to HOV lane access and lower registration fees.

Europe:

Europe has established some of the world's strongest emissions rules, accelerating the adoption of electric vehicles and, as a result, the need for automotive batteries. According to the European Environment Agency, the EU aims to reduce CO2 emissions from new passenger automobiles by 37.5% by 2030, compared to 2021 levels. This aggressive aim is driving automakers to swiftly electrify their fleets, hence strengthening the region's automotive battery market.

Europe is investing heavily in domestic battery manufacture to reduce reliance on imports and secure its position in the EV supply chain. According to the European Battery Alliance, there are proposals for at least 40 gigafactories in Europe by 2023, with a predicted annual production capacity of over 1,000 GWh in 2030. This investment is estimated to meet up to 90% of Europe's battery demand, boosting the region's automotive battery market.

Furthermore, many European governments provide large incentives for adopting electric vehicles, which boosts the automotive battery market. For example, as of 2023, Germany provided up to €9,000 in subsidies for the purchase of new electric vehicles costing under €40,000. These incentives have helped to drive a large growth in EV sales, with the European Automobile Manufacturers' Association (ACEA) claiming that battery electric vehicles accounted for 12.1% of all new car registrations in the EU in 2022, up from 9.1% in 2021.

Global Automotive Battery Market: Segmentation Analysis

The Automotive Battery Market is segmented based on Battery Type, Vehicle Type, Application, and Geography.

Automotive Battery Market, By Battery Type

• Lithium-ion
• Lead Acid
• Nickel
• Sodium-ion
• Others

Based on Battery Type, the market is segmented into Lithium-ion, Lead Acid, Nickel, Sodium-ion, and Others. The lead-acid segment is estimated to dominate the automotive battery market. Lead-acid batteries are the most popular form of automotive battery because of their low cost, dependability, and extensive use in classic internal combustion engine vehicles. The lead-acid battery segment benefits from the continuous production and sale of gasoline and diesel-powered vehicles, as well as the increased need for start-stop systems and backup power applications in both mature and emerging automotive markets.

Automotive Battery Market, By Vehicle Type

• Passenger Vehicle
• Commercial Vehicle
• Electric Vehicle

Based on Vehicle Type, the market is segmented into Passenger Vehicle, Commercial Vehicle, and Electric Vehicle. The electric vehicle segment is estimated to dominate the automotive battery market. The need for automotive batteries from electric vehicles is expected to expand exponentially as electric vehicle sales increase and environmental pollution rises. Government measures to promote electric vehicles through subsidies and regulations continue to push the market, increasing demand for automotive batteries.

Automotive Battery Market, By Application

• Electric Propulsion
• Starter
• Lighting
• Ignition
• Others

Based on Application, the market is segmented into Electric Propulsion, Starter, Lighting, Ignition, and Others. The electric propulsion segment is estimated to dominate the automotive battery market due to increased global adoption of electric cars (EVs), which is being driven by government incentives, harsher environmental restrictions, and breakthroughs in battery technology. As EVs require large batteries to power their electric motors, the demand for automobile batteries in the electric propulsion industry has increased dramatically. The electric propulsion segment's dominance in the automotive battery market is mostly due to the increased sales of battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hybrid electric vehicles (HEVs).

Automotive Battery Market, By Geography

• North America
• Europe
• Asia Pacific
• Rest of the world

Based on Geography, the Automotive Battery market is classified into North America, Europe, Asia Pacific, and the Rest of the world. The Asia Pacific region is estimated to dominate the market during the forecast period. This is primarily driven by rising demand for electric passenger and commercial cars in China, Japan, India, and South Korea. The region has a strong presence of battery manufacturers and is seeing major expenditures in electric car infrastructure, which is accelerating the expansion of Asia-Pacific's automotive battery market.

Key Players

• The "Automotive Battery Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are
• Johnson Controls Power Solutions, Exide Technologies, GS Yuasa, East Penn Manufacturing Company, CATL, BYD Company, LG Chem, Panasonic, Samsung SDI, SK Innovation, SolidEnergy Systems, QuantumScape, StoreDot, Tesla, Bosch, and Honeywell.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

• Automotive Battery Market Recent Developments
• In February 2024, CATL announced its intentions to invest $2.3 billion in Hungary, its first battery manufacturing in Europe. This move hopes to capitalize on the region's growing demand for electric vehicles.
• In February 2024, LG Chem put forward its new "M34" battery cell format, which boasts a 30% improvement in energy density over the previous version. This could result in increased range for EVs outfitted with these batteries.
• In February 2023, QuantumScape announced a collaboration with Volkswagen to design and produce solid-state batteries. This collaboration has the potential to speed the deployment of this technology in electric vehicles.

TABLE OF CONTENTS

1. Introduction

• Market Definition
• Market Segmentation
• Research Methodology

2. Executive Summary

• Key Findings
• Market Overview
• Market Highlights

3. Market Overview

• Market Size and Growth Potential
• Market Trends
• Market Drivers
• Market Restraints
• Market Opportunities
• Porter's Five Forces Analysis

4. Automotive Battery Market, By Battery Type

• Lithium-ion
• Lead Acid
• Nickel
• Sodium-ion
• Others

5. Automotive Battery Market, By Vehicle Type

• Passenger Vehicle
• Commercial Vehicle
• Electric Vehicle

6. Automotive Battery Market, By Application

• Electric Propulsion
• Starter
• Lighting
• Ignition
• Others

7. Regional Analysis

• North America
• United States
• Canada
• Mexico
• Europe
• United Kingdom
• Germany
• France
• Italy
• Asia-Pacific
• China
• Japan
• India
• Australia
• Latin America
• Brazil
• Argentina
• Chile
• Middle East and Africa
• South Africa
• Saudi Arabia
• UAE

8. Market Dynamics

• Market Drivers
• Market Restraints
• Market Opportunities
• Impact of COVID-19 on the Market

9. Competitive Landscape

• Key Players
• Market Share Analysis

10. Company Profiles

• Johnson Controls Power Solutions
• Exide Technologies
• GS Yuasa
• East Penn Manufacturing Company
• CATL
• BYD Company
• LG Chem
• Panasonic
• Samsung SDI
• SK Innovation

11. Market Outlook and Opportunities

• Emerging Technologies
• Future Market Trends
• Investment Opportunities

12. Appendix

• List of Abbreviations
• Sources and References