세계의 자동차용 리튬 이온 배터리 시장 : 배터리 화학, 배터리 하우징, 추진 유형, 유통 채널, 차종별 예측(2025-2030년)

The Automotive Lithium-Ion Battery Market was valued at USD 70.37 billion in 2023, expected to reach USD 81.82 billion in 2024, and is projected to grow at a CAGR of 17.63%, to USD 219.31 billion by 2030.

The scope of the Automotive Lithium-Ion Battery market encompasses various battery types employed in vehicles, addressing the demand across passenger cars, commercial vehicles, and electric vehicles (EVs), where high energy density and efficiency are paramount. Defined by its critical role in EVs, the necessity of these batteries is underscored by the global shift towards sustainable transportation solutions. With rising government initiatives for greener technologies and emission reduction, their necessity extends beyond consumer demand to regulatory adherence. Applications primarily include energy storage, propulsion for electric and hybrid vehicles, and auxiliary systems in smart automotive technologies. The end-use scope is expanding rapidly, reaching sectors like public transportation, logistics, and personal mobility solutions.

Key growth influencers include advancements in battery technology, such as improved energy density, reduced costs, and enhanced safety features. The declining cost of lithium-ion batteries due to economies of scale and technological evolution propels market growth. Increased EV adoption catalyzed by environmental concerns and supportive government policies also contributes significantly. Opportunities lie in tapping emerging markets where EV infrastructure is underway and investing in recycling technologies to address sustainability concerns. Collaborations with technology firms for smart battery solutions and leveraging AI and IoT for efficiency further propose lucrative avenues. Limitations, however, include fluctuating raw material prices and supply chain challenges, especially the availability and ethical sourcing of lithium and cobalt. The technological challenges in enhancing energy density without compromising safety present hurdles.

Areas ripe for innovation include the development of solid-state batteries, which promise higher efficiency and safety, and improvements in fast-charging technologies. Research into alternative materials to cobalt and advancement in battery recycling technologies may offer strategic advantages. Insights reveal a market nature focused on sustainability and innovation, with a progressive shift as traditional automotive giants collaborate with tech startups to innovate in clean energy. Adapting swiftly to consumer demands and regulatory changes while addressing supply chain intricacies will dictate competitive advantage.

Market Dynamics: Unveiling Key Market Insights in the Rapidly Evolving Automotive Lithium-Ion Battery Market

The Automotive Lithium-Ion Battery Market is undergoing transformative changes driven by a dynamic interplay of supply and demand factors. Understanding these evolving market dynamics prepares business organizations to make informed investment decisions, refine strategic decisions, and seize new opportunities. By gaining a comprehensive view of these trends, business organizations can mitigate various risks across political, geographic, technical, social, and economic domains while also gaining a clearer understanding of consumer behavior and its impact on manufacturing costs and purchasing trends.

• Market Drivers
  • Increasing production and sales of electric vehicles
  • Government incentives for battery vehicle adoption and battery production
  • Accelerating adoption of electronics in vehicle interiors
• Market Restraints
  • High cost of lithium-ion batteries
• Market Opportunities
  • Technological advancements in lithium-ion batteries
  • New investments in automotive battery production
• Market Challenges
  • Safety issues of lithium-ion batteries

Porter's Five Forces: A Strategic Tool for Navigating the Automotive Lithium-Ion Battery Market

Porter's five forces framework is a critical tool for understanding the competitive landscape of the Automotive Lithium-Ion Battery Market. It offers business organizations with a clear methodology for evaluating their competitive positioning and exploring strategic opportunities. This framework helps businesses assess the power dynamics within the market and determine the profitability of new ventures. With these insights, business organizations can leverage their strengths, address weaknesses, and avoid potential challenges, ensuring a more resilient market positioning.

PESTLE Analysis: Navigating External Influences in the Automotive Lithium-Ion Battery Market

External macro-environmental factors play a pivotal role in shaping the performance dynamics of the Automotive Lithium-Ion Battery Market. Political, Economic, Social, Technological, Legal, and Environmental factors analysis provides the necessary information to navigate these influences. By examining PESTLE factors, businesses can better understand potential risks and opportunities. This analysis enables business organizations to anticipate changes in regulations, consumer preferences, and economic trends, ensuring they are prepared to make proactive, forward-thinking decisions.

Market Share Analysis: Understanding the Competitive Landscape in the Automotive Lithium-Ion Battery Market

A detailed market share analysis in the Automotive Lithium-Ion Battery Market provides a comprehensive assessment of vendors' performance. Companies can identify their competitive positioning by comparing key metrics, including revenue, customer base, and growth rates. This analysis highlights market concentration, fragmentation, and trends in consolidation, offering vendors the insights required to make strategic decisions that enhance their position in an increasingly competitive landscape.

FPNV Positioning Matrix: Evaluating Vendors' Performance in the Automotive Lithium-Ion Battery Market

The Forefront, Pathfinder, Niche, Vital (FPNV) Positioning Matrix is a critical tool for evaluating vendors within the Automotive Lithium-Ion Battery Market. This matrix enables business organizations to make well-informed decisions that align with their goals by assessing vendors based on their business strategy and product satisfaction. The four quadrants provide a clear and precise segmentation of vendors, helping users identify the right partners and solutions that best fit their strategic objectives.

Strategy Analysis & Recommendation: Charting a Path to Success in the Automotive Lithium-Ion Battery Market

A strategic analysis of the Automotive Lithium-Ion Battery Market is essential for businesses looking to strengthen their global market presence. By reviewing key resources, capabilities, and performance indicators, business organizations can identify growth opportunities and work toward improvement. This approach helps businesses navigate challenges in the competitive landscape and ensures they are well-positioned to capitalize on newer opportunities and drive long-term success.

Key Company Profiles

The report delves into recent significant developments in the Automotive Lithium-Ion Battery Market, highlighting leading vendors and their innovative profiles. These include A123 Systems, LLC, American Battery Solutions Inc., Automotive Cells Company, Automotive Energy Supply Corporation, BAK Group, Blue Energy Co. Ltd., BYD Company Ltd., CBAK Energy Technology Inc., Comtemporary Amperex Technology Ltd., Dragonfly Energy Corp., Electrovaya Inc., Enertron by Dyna Energy, Gotion High-tech Co., Ltd., Grinntech Motors & Services Pvt. Ltd., GS Yuasa Corporation, Hitachi High-Tech Corporation, Karacus Energy Pvt. Ltd., LG Chem Ltd., Lithium Werks, Microvast Inc., Panasonic Corporation, Primearth EV Energy Co., Ltd., Saft Groupe SAS, Samsung SDI Co. Ltd., Sanyo Chemical Industries, Ltd., TDK Corporation, Tesla Inc., Tianjin Lishen Battery Joint-Stock Co., Ltd., Tianneng Power International Ltd., and Toshiba Corporation.

Market Segmentation & Coverage

This research report categorizes the Automotive Lithium-Ion Battery Market to forecast the revenues and analyze trends in each of the following sub-markets:

• Based on Battery Chemistry, market is studied across Lithium Cobalt Oxide, Lithium Iron Phosphate, Lithium Manganese Oxide, Lithium Nickel Manganese Cobalt Oxide, Lithium Nickle Cobalt Oxide, and Lithium Titanate Oxide.
• Based on Battery Housing, market is studied across Cylindrical, Pouch, and Prismatic.
• Based on Propulsion Type, market is studied across Battery Electric Vehicle, Fuel Cell Electric Vehicle, Hybrid Electric Vehicle, and Plug-in Electric Vehicle.
• Based on Distribution Channel, market is studied across Aftermarket and OEMs.
• Based on Vehicle Type, market is studied across Commercial Vehicles and Passenger Vehicles. The Commercial Vehicles is further studied across Heavy Commercial Vehicles and Light Commercial Vehicles.
• Based on Region, market is studied across Americas, Asia-Pacific, and Europe, Middle East & Africa. The Americas is further studied across Argentina, Brazil, Canada, Mexico, and United States. The United States is further studied across California, Florida, Illinois, New York, Ohio, Pennsylvania, and Texas. The Asia-Pacific is further studied across Australia, China, India, Indonesia, Japan, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The Europe, Middle East & Africa is further studied across Denmark, Egypt, Finland, France, Germany, Israel, Italy, Netherlands, Nigeria, Norway, Poland, Qatar, Russia, Saudi Arabia, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, and United Kingdom.

The report offers a comprehensive analysis of the market, covering key focus areas:

1. Market Penetration: A detailed review of the current market environment, including extensive data from top industry players, evaluating their market reach and overall influence.

2. Market Development: Identifies growth opportunities in emerging markets and assesses expansion potential in established sectors, providing a strategic roadmap for future growth.

3. Market Diversification: Analyzes recent product launches, untapped geographic regions, major industry advancements, and strategic investments reshaping the market.

4. Competitive Assessment & Intelligence: Provides a thorough analysis of the competitive landscape, examining market share, business strategies, product portfolios, certifications, regulatory approvals, patent trends, and technological advancements of key players.

5. Product Development & Innovation: Highlights cutting-edge technologies, R&D activities, and product innovations expected to drive future market growth.

The report also answers critical questions to aid stakeholders in making informed decisions:

1. What is the current market size, and what is the forecasted growth?

2. Which products, segments, and regions offer the best investment opportunities?

3. What are the key technology trends and regulatory influences shaping the market?

4. How do leading vendors rank in terms of market share and competitive positioning?

5. What revenue sources and strategic opportunities drive vendors' market entry or exit strategies?

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

• 2.1. Define: Research Objective
• 2.2. Determine: Research Design
• 2.3. Prepare: Research Instrument
• 2.4. Collect: Data Source
• 2.5. Analyze: Data Interpretation
• 2.6. Formulate: Data Verification
• 2.7. Publish: Research Report
• 2.8. Repeat: Report Update

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Market Dynamics
  • 5.1.1. Drivers
    • 5.1.1.1. Increasing production and sales of electric vehicles
    • 5.1.1.2. Government incentives for battery vehicle adoption and battery production
    • 5.1.1.3. Accelerating adoption of electronics in vehicle interiors
  • 5.1.2. Restraints
    • 5.1.2.1. High cost of lithium-ion batteries
  • 5.1.3. Opportunities
    • 5.1.3.1. Technological advancements in lithium-ion batteries
    • 5.1.3.2. New investments in automotive battery production
  • 5.1.4. Challenges
    • 5.1.4.1. Safety issues of lithium-ion batteries
• 5.2. Market Segmentation Analysis
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Threat of New Entrants
  • 5.3.2. Threat of Substitutes
  • 5.3.3. Bargaining Power of Customers
  • 5.3.4. Bargaining Power of Suppliers
  • 5.3.5. Industry Rivalry
• 5.4. PESTLE Analysis
  • 5.4.1. Political
  • 5.4.2. Economic
  • 5.4.3. Social
  • 5.4.4. Technological
  • 5.4.5. Legal
  • 5.4.6. Environmental

6. Automotive Lithium-Ion Battery Market, by Battery Chemistry

• 6.1. Introduction
• 6.2. Lithium Cobalt Oxide
• 6.3. Lithium Iron Phosphate
• 6.4. Lithium Manganese Oxide
• 6.5. Lithium Nickel Manganese Cobalt Oxide
• 6.6. Lithium Nickle Cobalt Oxide
• 6.7. Lithium Titanate Oxide

7. Automotive Lithium-Ion Battery Market, by Battery Housing

• 7.1. Introduction
• 7.2. Cylindrical
• 7.3. Pouch
• 7.4. Prismatic

8. Automotive Lithium-Ion Battery Market, by Propulsion Type

• 8.1. Introduction
• 8.2. Battery Electric Vehicle
• 8.3. Fuel Cell Electric Vehicle
• 8.4. Hybrid Electric Vehicle
• 8.5. Plug-in Electric Vehicle

9. Automotive Lithium-Ion Battery Market, by Distribution Channel

• 9.1. Introduction
• 9.2. Aftermarket
• 9.3. OEMs

10. Automotive Lithium-Ion Battery Market, by Vehicle Type

• 10.1. Introduction
• 10.2. Commercial Vehicles
  • 10.2.1. Heavy Commercial Vehicles
  • 10.2.2. Light Commercial Vehicles
• 10.3. Passenger Vehicles

11. Americas Automotive Lithium-Ion Battery Market

• 11.1. Introduction
• 11.2. Argentina
• 11.3. Brazil
• 11.4. Canada
• 11.5. Mexico
• 11.6. United States

12. Asia-Pacific Automotive Lithium-Ion Battery Market

• 12.1. Introduction
• 12.2. Australia
• 12.3. China
• 12.4. India
• 12.5. Indonesia
• 12.6. Japan
• 12.7. Malaysia
• 12.8. Philippines
• 12.9. Singapore
• 12.10. South Korea
• 12.11. Taiwan
• 12.12. Thailand
• 12.13. Vietnam

13. Europe, Middle East & Africa Automotive Lithium-Ion Battery Market

• 13.1. Introduction
• 13.2. Denmark
• 13.3. Egypt
• 13.4. Finland
• 13.5. France
• 13.6. Germany
• 13.7. Israel
• 13.8. Italy
• 13.9. Netherlands
• 13.10. Nigeria
• 13.11. Norway
• 13.12. Poland
• 13.13. Qatar
• 13.14. Russia
• 13.15. Saudi Arabia
• 13.16. South Africa
• 13.17. Spain
• 13.18. Sweden
• 13.19. Switzerland
• 13.20. Turkey
• 13.21. United Arab Emirates
• 13.22. United Kingdom

14. Competitive Landscape

• 14.1. Market Share Analysis, 2023
• 14.2. FPNV Positioning Matrix, 2023
• 14.3. Competitive Scenario Analysis
• 14.4. Strategy Analysis & Recommendation

Companies Mentioned

• 1. A123 Systems, LLC
• 2. American Battery Solutions Inc.
• 3. Automotive Cells Company
• 4. Automotive Energy Supply Corporation
• 5. BAK Group
• 6. Blue Energy Co. Ltd.
• 7. BYD Company Ltd.
• 8. CBAK Energy Technology Inc.
• 9. Comtemporary Amperex Technology Ltd.
• 10. Dragonfly Energy Corp.
• 11. Electrovaya Inc.
• 12. Enertron by Dyna Energy
• 13. Gotion High-tech Co., Ltd.
• 14. Grinntech Motors & Services Pvt. Ltd.
• 15. GS Yuasa Corporation
• 16. Hitachi High-Tech Corporation
• 17. Karacus Energy Pvt. Ltd.
• 18. LG Chem Ltd.
• 19. Lithium Werks
• 20. Microvast Inc.
• 21. Panasonic Corporation
• 22. Primearth EV Energy Co., Ltd.
• 23. Saft Groupe SAS
• 24. Samsung SDI Co. Ltd.
• 25. Sanyo Chemical Industries, Ltd.
• 26. TDK Corporation
• 27. Tesla Inc.
• 28. Tianjin Lishen Battery Joint-Stock Co., Ltd.
• 29. Tianneng Power International Ltd.
• 30. Toshiba Corporation