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시장보고서
상품코드
2141574
전기자동차 배터리 부품 시장 기회, 성장 촉진요인, 업계 동향 분석 및 예측(2026-2035년)Electric Vehicle (EV) Battery Components Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026 - 2035 |
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세계의 전기자동차 배터리 부품 시장은 2025년에 1,172억 달러 규모에 달하고, 2035년까지 CAGR 16.3%로 성장하여 5,637억 달러에 달할 것으로 추정됩니다.
| 시장 범위 | |
|---|---|
| 시작 연도 | 2025년 |
| 예측 기간 | 2026-2035년 |
| 초기 시장 규모 | 1,172억 달러 |
| 예측액 | 5,637억 달러 |
| CAGR | 16.3% |
세계 전기자동차(EV)의 급속한 보급에 따라 자동차 파워트레인 설계는 변혁을 맞이하고 있으며, 공급망도 재편되고 있습니다. 배터리 셀, 모듈, 양극재, 음극재, 배터리 관리 시스템(BMS), 열 관리 솔루션과 같은 구성요소는 현재 차량의 주행 거리, 성능, 안전성 및 비용 효율성을 결정하는 데 핵심적인 역할을 하고 있습니다. 자동차 제조사들이 내연기관에서 전기자동차 전용 아키텍처로 전환함에 따라, 배터리 시스템은 개별 부품이 아닌 완전히 통합된 플랫폼으로 취급되고 있으며, 이는 운영상의 실현 가능성과 수명주기 경제성 모두에 영향을 미치고 있습니다. 이 시장은 자동차 제조사, 배터리 제조사,소재 공급업체, 반도체 기업 간의 대규모 투자와 전략적 제휴를 통해 더욱 탄력을 받고 있습니다. 사내 배터리 조립, 현지 셀 생산, 양극·음극 소재에 관한 합작 투자 등을 포함한 수직 통합 전략을 통해 OEM 각사는 공급 확보, 비용 절감, 품질 향상을 실현하고 있습니다. 또한, 철저한 부품 시험, 수명주기 최적화, 그리고 세계 안전 기준 준수를 통해 제품의 신뢰성, 내구성 및 열 안전성이 향상되고 있습니다.
배터리식 전기자동차(BEV) 부문은 2025년에 49%의 점유율을 차지했으며, 2035년까지 연평균 성장률(CAGR) 17%로 성장할 것으로 전망됩니다. BEV는 전적으로 배터리 전력에 의존하기 때문에 장거리 주행, 급속 충전, 안정적인 성능을 확보하기 위해 대용량 셀, 모듈,및 관련 시스템에 대한 수요가 활발합니다. 무공해 차량을 지원하는 전 세계적인 정책과 인센티브로 인해 BEV의 보급이 더욱 가속화되고 있으며, 이 부문은 시장의 주요 성장 동력으로서의 입지를 확고히 하고 있습니다.
원통형 셀 부문은 2025년에 64%의 점유율을 차지했으며, 2026년부터 2035년까지 연평균 성장률(CAGR) 15.7%로 성장할 것으로 전망됩니다. 이러한 셀은 검증된 성능, 높은 에너지 밀도, 우수한 열 관리, 긴 수명주기로 인해 널리 채택되고 있습니다. 모듈식 설계와 표준화된 크기로 인해 배터리 팩에 원활하게 통합될 수 있어 조립, 유지보수 및 재활용이 간소화됩니다. 또한 원통형 셀은 높은 안전성, 신뢰할 수 있는 방열 성능, 그리고 대전류 부하 하에서의 내구성을 갖추고 있어 승용차 및 상용 전기자동차 모두에서 선호되는 선택지가 되고 있습니다.
중국의 전기자동차(EV) 배터리 부품 시장은 2025년에 큰 점유율을 차지했습니다. 중국의 급속한 산업화, 활발한 국내 전기자동차 수요, 광범위한 공급망 통합이 시장의 강력한 성장을 뒷받침하고 있습니다. 중국이 보유한 압도적인 전기자동차 생산 거점은 배터리 셀,양극재, 음극재, 분리막, 전해액 및 케이스에 대한 지속적인 수요를 견인하고 있습니다. 업스트림 공정인 리튬 정제, 양극재 제조 및 흑연 음극재 생산을 자국 내에서 장악하고 있어, 비용 효율성, 신속한 규모 확대, 안정적인 공급이 확보되고 있습니다. 생산 연계형 인센티브와 장기적인 산업 계획을 통한 정책 지원으로, 배터리 부품 부문 전반에 걸친 기술 도입과 생산능력 확대가 더욱 가속화되고 있습니다.
자주 묻는 질문
목차
제1장 조사 방법
제2장 주요 요약
제3장 업계 인사이트
제4장 경쟁 구도
제5장 시장 추정·예측 : 배터리 형태별, 2022-2035년
제6장 시장 추정·예측 : 추진 방식별, 2022-2035년
제7장 시장 추정·예측 : 차량별, 2022-2035년
제8장 시장 추정·예측 : 배터리 화학 조성별, 2022-2035년
제9장 시장 추정·예측 : 구성요소별, 2022-2035년
제10장 시장 추정·예측 : 지역별, 2022-2035년
제11장 기업 개요
KSMThe Global Electric Vehicle Battery Components Market was valued at USD 117.2 billion in 2025 and is estimated to grow at a CAGR of 16.3% to reach USD 563.7 billion by 2035.
| Market Scope | |
|---|---|
| Start Year | 2025 |
| Forecast Year | 2026-2035 |
| Start Value | $117.2 Billion |
| Forecast Value | $563.7 Billion |
| CAGR | 16.3% |
The rapid adoption of electric vehicles worldwide is transforming automotive powertrain design and reshaping supply chains. Components such as battery cells, modules, cathodes, anodes, battery management systems (BMS), and thermal management solutions are now central to determining vehicle range, performance, safety, and cost efficiency. As automakers shift from internal combustion engines to dedicated EV architectures, battery systems are increasingly treated as fully integrated platforms rather than individual parts, influencing both operational viability and lifecycle economics. The market is further boosted by large-scale investments and strategic collaborations among automakers, battery manufacturers, material suppliers, and semiconductor firms. Vertical integration strategies, including in-house battery assembly, localized cell production, and joint ventures for cathode and anode materials, are enabling OEMs to secure supplies, lower costs, and improve quality. Additionally, extensive component testing, lifecycle optimization, and adherence to global safety standards are enhancing product reliability, durability, and thermal safety.
The battery electric vehicle (BEV) segment held 49% share in 2025 and is expected to grow at a CAGR of 17% through 2035. BEVs rely entirely on battery power, driving strong demand for high-capacity cells, modules, and associated systems to ensure long driving ranges, rapid charging, and consistent performance. Global policies and incentives supporting zero-emission vehicles further accelerate BEV adoption, positioning this segment as the primary growth driver for the market.
The cylindrical cells segment held 64% share in 2025, with projected growth at a CAGR of 15.7% from 2026 to 2035. These cells are favored for their proven performance, high energy density, superior thermal management, and long lifecycle. Their modular design and standardized sizes allow seamless integration into battery packs, simplifying assembly, maintenance, and recycling. Cylindrical cells also provide enhanced safety, reliable heat dissipation, and durability under high current loads, making them a preferred choice for both passenger and commercial EV applications.
China Electric Vehicle (EV) Battery Components Market reached a significant share in 2025. The country's rapid industrialization, strong domestic EV demand, and extensive supply chain integration support robust market expansion. China's dominant EV production base drives ongoing demand for battery cells, cathodes, anodes, separators, electrolytes, and casings. Control over upstream lithium refining, cathode manufacturing, and graphite anode production ensures cost efficiency, rapid scaling, and stable supply. Policy support through production-linked incentives and long-term industrial planning further accelerates technology adoption and capacity expansion across battery component segments.
Key players shaping the Global Electric Vehicle Battery Components Market include CATL, BYD, Panasonic, Blue Line Battery, Johnson Matthey, Mitsubishi Chemical, LG Energy Solution, Samsung SDI, Sumitomo Metal Mining, and Umicore. Leading companies in the Electric Vehicle Battery Components Market are adopting multiple strategies to strengthen their market presence and competitive position. These include forming strategic alliances with automakers and material suppliers to secure raw material access, investing in localized manufacturing to reduce costs and improve supply chain resilience, and expanding R&D efforts to develop next-generation high-capacity, fast-charging, and longer-lasting battery systems. Companies are also enhancing production scalability, integrating advanced thermal management and battery management technologies, and pursuing mergers or joint ventures to enter new geographic markets. Focused testing, lifecycle optimization, and adherence to global safety and environmental standards further improve product reliability, building trust among OEMs and fleet operators and solidifying long-term market foothold.
Table of Contents
Chapter 1. Methodology
- 1.1 Research approach
- 1.2 Quality commitments
- 1.2.1 GMI AI policy & data integrity commitment
- 1.3 Research trail & confidence scoring
- 1.3.1 Research trail components
- 1.3.2 Scoring components
- 1.4 Data collection
- 1.4.1 Partial list of primary sources
- 1.5 Data mining sources
- 1.5.1 Paid sources
- 1.6 Base estimates and calculations
- 1.6.1 Base year calculation
- 1.7 Forecast model
- 1.8 Research transparency addendum
Chapter 2. Executive Summary
- 2.1 Industry 360° synopsis, 2022 – 2035
- 2.2 Key market trends
- 2.2.1 Regional
- 2.2.2 Battery Form
- 2.2.3 Propulsion
- 2.2.4 Vehicle
- 2.2.5 Battery Chemistry
- 2.2.6 Component
- 2.3 TAM Analysis, 2026-2035
- 2.4 CXO perspectives: Strategic imperatives
- 2.4.1 Executive decision points
- 2.4.2 Critical success factors
- 2.5 Future outlook and strategic recommendations
Chapter 3. Industry Insights
- 3.1 Industry ecosystem analysis
- 3.1.1 Supplier landscape
- 3.1.2 Profit margin analysis
- 3.1.3 Cost structure
- 3.1.4 Value addition at each stage
- 3.1.5 Factor affecting the value chain
- 3.1.6 Disruptions
- 3.2 Industry impact forces
- 3.2.1 Growth drivers
- 3.2.1.1 Rising global adoption of electric passenger and commercial vehicles
- 3.2.1.2 Increase in government incentives, subsidies, and EV infrastructure investments
- 3.2.1.3 Expansion of battery giga factories and localized manufacturing capacity
- 3.2.1.4 Growing electrification of logistics, public transport, and fleet vehicles
- 3.2.2 Industry pitfalls and challenges
- 3.2.2.1 High cost and price volatility of critical battery raw materials
- 3.2.2.2 Limited large-scale battery recycling and end-of-life infrastructure
- 3.2.3 Market opportunities
- 3.2.3.1 Rise in adoption of next-generation battery chemistries and solid-state components
- 3.2.3.2 Increase in domestic manufacturing supported by EV and battery localization policies
- 3.2.3.3 Surge in demand for advanced battery management systems and power electronics
- 3.2.3.4 Growth in second life and recycling-based battery component applications
- 3.2.1 Growth drivers
- 3.3 Growth potential analysis
- 3.4 Regulatory landscape
- 3.4.1 North America
- 3.4.1.1 United States: NHTSA ADS Guidance & AV TEST Initiative.
- 3.4.2 Europe
- 3.4.2.1 EU Battery Regulation (Regulation (EU) 2023/1542)
- 3.4.2.2 Germany: Battery Act (Batteriegesetz – BattG)
- 3.4.2.3 United Kingdom: Batteries and Accumulators Regulations
- 3.4.2.4 France: Extended Producer Responsibility (EPR) for Batteries
- 3.4.3 Asia Pacific
- 3.4.3.1 China: New Energy Vehicle Power Battery Safety & Recycling Regulations
- 3.4.3.2 Japan: METI Lithium-Ion Battery Safety & Recycling Guidelines
- 3.4.3.3 South Korea: Act on Resource Circulation of Electrical & Electronic Equipment and Vehicles
- 3.4.3.4 Singapore: Environmental Protection and Management (Battery Waste) Regulations
- 3.4.4 Latin America
- 3.4.4.1 Brazil: National Solid Waste Policy (Battery Reverse Logistics Rules)
- 3.4.4.2 Mexico: Official Standard NOM-212-SEMARNAT (Battery Waste Management)
- 3.4.4.3 Chile: Extended Producer Responsibility Law (Law No. 20,920)
- 3.4.5 MEA
- 3.4.5.1 United Arab Emirates: Federal Integrated Waste Management Law (Battery Provisions)
- 3.4.5.2 Saudi Arabia: Environmental Law & SASO EV Battery Technical Regulations
- 3.4.5.3 South Africa: National Environmental Management – Waste Act (Battery Compliance)
- 3.4.1 North America
- 3.5 Porter’s analysis
- 3.6 PESTEL analysis
- 3.7 Technology and Innovation landscape
- 3.7.1 Current technological trends
- 3.7.2 Emerging technologies
- 3.8 Patent analysis
- 3.9 Sustainability and environmental impact analysis
- 3.9.1 Sustainable practices
- 3.9.2 Waste reduction strategies
- 3.9.3 Energy efficiency in production
- 3.9.4 Eco-friendly initiatives
- 3.9.5 Carbon footprint considerations
- 3.10 Future outlook & opportunities
- 3.11 OEM implementation framework
- 3.11.1 Vertical integration trends
- 3.11.2 Long-term offtake agreements & their impact on component pricing
- 3.11.3 Preferred supplier models vs open procurement
- 3.11.4 Co-development & joint venture models
- 3.12 Use Cases & application scenarios
- 3.13 Global capacity & utilization analysis
- 3.13.1 Installed vs announced component capacity
- 3.13.2 Regional utilization rates
- 3.13.3 Overcapacity & under-supply risk zones
- 3.13.4 Component bottleneck identification
Chapter 4. Competitive Landscape, 2025
- 4.1 Introduction
- 4.2 Company market share analysis
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 Latin America
- 4.2.5 MEA
- 4.3 Competitive analysis of major market players
- 4.4 Competitive positioning matrix
- 4.5 Strategic outlook matrix
- 4.6 Key developments
- 4.6.1 Mergers & acquisitions
- 4.6.2 Partnerships & collaborations
- 4.6.3 New Product Launches
- 4.6.4 Expansion Plans and funding
Chapter 5. Market Estimates & Forecast, By Battery Form, 2022 - 2035 ($Bn, Units)
- 5.1 Key trends
- 5.2 Cylindrical
- 5.3 Pouch
- 5.4 Prismatic
Chapter 6. Market Estimates & Forecast, By Propulsion, 2022 - 2035 ($Bn, Units)
- 6.1 Key trends
- 6.2 BEV
- 6.3 PHEV
- 6.4 HEV
Chapter 7. Market Estimates & Forecast, By Vehicle, 2022 - 2035 ($Bn, Units)
- 7.1 Key trends
- 7.2 Passenger Cars
- 7.2.1 Sedan
- 7.2.2 Hatchback
- 7.2.3 SUV
- 7.3 Commercial vehicle
- 7.3.1 LCV
- 7.3.2 MCV
- 7.3.3 HCV
- 7.4 Two- & Three-Wheelers
Chapter 8. Market Estimates & Forecast, By Battery Chemistry, 2022 - 2035 ($Bn, Units)
- 8.1 Key trends
- 8.2 Lithium iron phosphate
- 8.3 Nickel cobalt aluminum
- 8.4 Nickel manganese cobalt
- 8.5 Lithium manganese oxide
- 8.6 Others
Chapter 9. Market Estimates & Forecast, By Component, 2022 - 2035 ($Bn, Units)
- 9.1 Key trends
- 9.2 Cell Components
- 9.2.1 Cathode
- 9.2.2 Anode
- 9.2.3 Electrolyte
- 9.2.4 Others
- 9.3 Pack Components
- 9.3.1 Battery Management System
- 9.3.2 Thermal Management System
- 9.3.3 Housing & Enclosure
- 9.3.4 Others
Chapter 10. Market Estimates & Forecast, By Region, 2022 - 2035 ($Bn, Units)
- 10.1 Key trends
- 10.2 North America
- 10.2.1 US
- 10.2.2 Canada
- 10.3 Europe
- 10.3.1 Germany
- 10.3.2 UK
- 10.3.3 France
- 10.3.4 Italy
- 10.3.5 Spain
- 10.3.6 Russia
- 10.3.7 Belgium
- 10.3.8 Netherlands
- 10.3.9 Sweden
- 10.4 Asia Pacific
- 10.4.1 China
- 10.4.2 India
- 10.4.3 Japan
- 10.4.4 Australia
- 10.4.5 South Korea
- 10.4.6 Philippines
- 10.4.7 Indonesia
- 10.4.8 Singapore
- 10.5 Latin America
- 10.5.1 Brazil
- 10.5.2 Mexico
- 10.5.3 Argentina
- 10.6 MEA
- 10.6.1 South Africa
- 10.6.2 Saudi Arabia
- 10.6.3 UAE
Chapter 11. Company Profiles
- 11.1 Global Players
- 11.1.1 BASF SE
- 11.1.2 BYD
- 11.1.3 Contemporary Amperex Technology Co. Limited (CATL)
- 11.1.4 Johnson
- 11.1.5 LG Energy Solution
- 11.1.6 Panasonic
- 11.1.7 Samsung
- 11.1.8 Umicore
- 11.1.9 Arkema
- 11.2 Regional Players
- 11.2.1 Asahi Kasei
- 11.2.2 BTR New Energy Materials
- 11.2.3 Celgard
- 11.2.4 EVE Energy
- 11.2.5 Ganfeng Lithium
- 11.2.6 Gotion High-Tech
- 11.2.7 Huayou Cobalt
- 11.2.8 JFE Chemical
- 11.2.9 Mitsubishi Chemical
- 11.2.10 SK Innovation
- 11.2.11 Sumitomo Metal Mining
- 11.2.12 Toray Industries
- 11.3 Emerging Players
- 11.3.1 Amprius Technologies
- 11.3.2 Anovion Technologies
- 11.3.3 Ascend Elements
- 11.3.4 FREYR Battery
- 11.3.5 QuantumScape
- 11.3.6 Redwood Materials
