리튬이온 배터리 팩 시장 보고서 : 동향, 예측 및 경쟁 분석(-2035년)

Lithium-Ion Battery Pack Market

The future of the global lithium-ion battery pack market looks promising with opportunities in the consumer electronics, automotive, medical, and grid energy & industrial markets. The global lithium-ion battery pack market is expected to reach an estimated $468.3 billion by 2035 from $133.4 billion in 2027 with a CAGR of 16.9% from 2027 to 2035. The major drivers for this market are the increasing demand for electric vehicles, the growing need for renewable energy storage solutions, and the rising adoption of portable electronics.

• Lucintel forecasts that, within the type category, series battery pack is expected to witness higher growth over the forecast period due to the growing demand for high-voltage battery systems.
• Within the application category, automotive is expected to witness the highest growth over the forecast period due to the rising demand for electric vehicles.
• In terms of regions, APAC is expected to witness the highest growth over the forecast period due to well-established battery manufacturing in the area.

Emerging Trends in Lithium-Ion Battery Pack Market

The lithium-ion battery pack market is predicted to undergo a shift from rapid capacity expansion to localized supply and application-specific design with a focus on cost during the period of 2025 to 2027. Lucintel believes the main competitive area will shift from large cell volumes to integration of battery packs with chemistry, safety, and long-term cost economics. demand from electric vehicles will remain significant, while energy storage and commercial mobility will contribute to a broader market base.

• Sustainability: OEMs are improving their use of recycled content, while the EU Battery Regulation will require both carbon footprint and recycling information beginning in February 2025. The Regulation will drive procurement of more traceable lower-impact pack materials in the next 3 to 5 years.
• Digital Manufacturing: Leading battery plants have adopted inline inspection, digital twins, and artificial intelligence in their manufacturing processes, as well as continuous process control in thousands of parameters for every individual cell. Data-focused manufacturing will be crucial as pack margins become tighter.
• Cell-to-pack Integration: Electric vehicles continue to explore structural pack architectures along with large-format cells and module elimination. BYD has demonstrated how integrating cells can maximize space and lower cost with its Blade designs. This will affect pack economics and help OEMs strive toward lower weight vehicles with fast production.
• Chemistry Diversification: LFP technology will incorporate a wider range of vehicle classes and sodium-ion technology is targeting lower-cost energy applications. CATL's new sodium-ion battery design unveiled in April 2025, claims an energy density of 175 Who/kg. Diversified chemistries will span the market with differences in range and safety at different price points.
• Regional Supply-chain Diversification: North American and European policies are building domestic capacity to manufacture cells and packs. Under the U.S. Inflation Reduction Act, qualifying battery cells receive production credits of $35 per kWh. Regions will start to dictate supplier sourcing and reduce exposure to centralized processing networks.

The market is demanding manufacturers that have chemistry co-optimized with engineering. Pack level innovation, dependable data, and compliant sourcing will have as much impact as cell performance. Cell manufacturers will still be in high demand, but customers will be increasingly more discerning. Suppliers that offer safety and cost transparency, and the ability to recover cells, will see a growing customer base for vehicles and grid energy storage during the next several years.

Recent Developments in the Lithium-Ion Battery Pack Market

Through 2025-2027, the lithium-ion battery pack market will continue to be active as capital flows to electric vehicles (EVs), energy storage, and localized supply chains. Lucintel expects competition in the industry will shift to integration of battery packs, lower-cost chemistries, and large-scale production. While announced projects are adding capacity, policy and supply chain pressures are shifting how companies are investing.

• Capacity Expansion: CATL started the construction of its second European plant in Hungary in June 2022 for a planned capacity of 100 GWh. By 2025, construction of this plant will reduce the length of regional supply chains and intensify competition in the pricing of battery packs in Europe.
• Supply Deal: Lucid Group and Panasonic Energy announced in January 2022 that Panasonic Energy would supply batteries to Lucid Group. Long-term supply agreements provide automakers with the opportunity to secure resources for future production.
• Technology Launch: BYD introduced its Blade Battery 2.0 in March 2022 that can charge a battery pack to 70% in just 10 minutes. Fast charging will impact the design of battery packs and charging systems. This will especially be the case for high mileage commercial fleets.
• Government Support: The European Commission granted Northvolt €1.4 billion in January 2022 of German State support for battery production and recycling. Government funding will help support battery production, but the execution risk and funding of the project will continue to be key challenges for investment.
• Major Contract: Having applied standardized packs to several vehicle programs, General Motors and LG Energy Solution signed a deal to make battery cells at their Tennessee location with projected annual capacity of 50 GWh (2025). Large customer agreements have the potential to improve factory utilization and standardize pack platforms across programs.

Capital is prioritizing plans with defined customers, established chemistry, and credible schedules for commissioning. Evolution of the market will be asymmetric. China is likely to keep the majority of the manufacturing volume, while North America and Europe are focusing on manufacturing that is more resilient and more geared toward the local market. Pack suppliers who are able to control costs while providing fast charging and recycling and offering Pack formats that are flexible will gain the largest market share in the next three to five years. The rest will likely face slower construction, lower plant utilization, and perhaps consolidation as buyers require lower prices and more firm assurances of performance.

Strategic Growth Opportunities in the Lithium-Ion Battery Pack Market

The 2024-2026 period will see growth for commercial lithium-ion battery packs. Decreased cell prices and new customer segments brought on by the need for more vehicles and infrastructure will create new revenue streams beyond passenger vehicles. Lucintel shows interest in specialized packs, service-oriented software, pack recycling, and local production.

• Commercial and Industrial Electrification: Long and high voltage commercial packs will be needed for heavy trucks and buses, machinery for warehouses and construction, and other equipment for industrial use. In March 2025, BYD revealed a 1,000-kW charging system for faster fleet use. Pack customers will value this service and system uptime along with owning a system with lower total cost.
• Stationary Energy Storage: Utility and behind the meter/on-premises energy storage will be a significant outlet for lithium-ion battery packs outside the automotive market. The International Energy Agency reported in April 2025 that global battery storage installations reached 63 GW in 2024. There will be significant growth for pack suppliers designing long-duration energy storage with a focus on system safety and configurability.
• Premium High-performance Packs: High-energy-density and high thermal control packs will be needed in performance powersports and high-end electric vehicles, airplane support equipment, and robotics. In February 2025, Samsung SDI confirmed their goal of mass-producing solid-state batteries by 2027. High-end packs will be more profitable as customers are paying for weight reductions and increased range.
• Regionalized Pack Manufacturing: Automakers and energy developers are tend to lean more towards domestic production as a means to reduce logistics in multiple locations and abide by local-content laws. In May 2025, the carbon footprint and recycled content sections of the battery regulation within the European Union started coming into effect. By the next three to five years, regional assembly, testing, and certification will generate revenue as a service.
• Circular and Second-life Solutions: Beyond the primary use of vehicle batteries in a car, batteries can be recycled, diagnostics performed, batteries refurbished, and batteries reused in stationary applications. In January 2025, Redwood Materials announced plans to recycle 20,000 tons of battery materials annually at its South Carolina facility. These opportunities will become more influential as large EV fleets provide a consistent stream of retired packs.

As demand for standard automotive batteries decreases, demand for batteries tailored to specific use cases and use cycles will increase. Higher profits should be seen for suppliers delivering batteries which integrate thermal safety, software, serviceability, and less carbon footprint. There is still a focus on scaling production, but qualifying customers is proving to be the more significant barrier. The next five years should see which regional production, recycling, and reliable cell supply strategies will become profitable.

Lithium-Ion Battery Pack Market Drivers and Challenges

The primary forces shaping the lithium-ion battery pack market are technology, increasing electrification, the economy and supply chains. Raw materials, safety concerns, limitations to recyclability, and the complexity of manufacturing create market pressures. Lucintel expects that the competitiveness of lithium-ion battery packs will come from energy density, lower costs, capacity for production at a local level, and improved sustainability. The effects of market growth will depend on how market players are able to balance the innovation of products with their costs, reliability, and compliance with all the regulations that will impact their battery packs.

The factors responsible for driving this market include:

• Customer Demand: Increasing customer demand for battery packs is from the increasing use of electronic vehicles, electronic devices, and the increasing demand for energy storage. In January 2025, sales of over one million electric vehicles indicated that there is a growing need for electric vehicles. It is estimated that in the next three to five years, the demand will increase due to consumer preference for electric vehicles, strengthening demand for battery packs with increased energy and durability, and easier charging.
• Technology: The safety of battery packs and the capacity for faster charging are improved by the design of battery packs. Fast battery charging systems became more attractive to customers. High power batteries can be charged in less than 15 minutes in 2025. Innovation of lithium-iron-phosphate, nickel, silicon and solid-state materials and battery design will provide improved battery energy density and longevity for transportation and storage applications.
• Regulatory Support: Deployment of batteries is facilitated by government subsidies, clear air laws, federal research programs, and other clean-energy measures. In January 2025, numerous national and regional programs continued to subsidize electric vehicles and battery production, offering per-vehicle incentives in the thousands. Over the next three to five years, regulatory demands on emissions and supply-chain localization will drive more investment and increase the compliance burden on manufacturers.
• Sustainability: Increasing the demand for rechargeable batteries is increased emphasis on reducing emissions and improving the efficiency of resource use. For 2025, greater emphasis was placed on increasing the recovery rate of valuable materials in battery recycling to above 90%, and such efforts typically target the recovery of nickel, cobalt, and lithium. In the next three to five years, battery passports, responsible mineral sourcing, and lifecycle assessments, in addition to requirements for recycled content, will drive procurement and help companies differentiate themselves in the marketplace based on a lowered environmental impact.
• Manufacturing Efficiency: Enhanced manufacturing with digital quality controls, increasingly rapid factory construction, higher gigafactories, and standardized battery pack designs are helping to decrease manufacturing costs and improve quality. In 2025, leading battery plants were able to construct larger factories with annual capacity goals of tens of gigawatt-hours to achieve greater economies of scale. In the next three to five years, greater automation, control of the supply chain, and improved yield management will decrease pack prices, shorten lead times, and promote battery packs in even the lower price market segments.

The challenges facing this market include:

• Volatility in Raw Materials: Prices of lithium, nickel, cobalt, graphite and manganese are subject to numerous factors constantly and can vary due to supply and demand bottlenecks, geopolitics and processing. In illustration of this, in 2025 lithium carbonate prices had come down drastically from the peak of 2022 levels demonstrating the excessive market volatility and making it difficult for potential investors to plan. In the next three to five years most producers will need to source materials from many avenues, long term contracts, offer flexible chemistries and support recycling to offset costs and protect profits.
• Risks of Safety and Performance: Thermal runaway, mechanical, charging, and other faults, as well as cell degradation and inconsistencies, create safety and cost risks. In 2025 battery safety standards continued to focus on testing over and beyond the limits of safe charge, puncture, exposure to heat and various combinations of these, to determine the degree of safety achieved. The next three to five years will create a need for improved control systems and software paired with improved chemistry and thermal barriers to sustain consumer confidence and positively impact the balance of safety and cost.
• Complexity of Regulation and Recycling: Increased burden for tracking and handling of batteries end to end creates a barrier to entry. In 2025, Europe continued to expand implementation of new mandatory battery policies. The next three to five years will result in increased production costs as a tradeoff for greater resource control and positive impact on the environment from increased closed-loop recycling, with the addition of regional recycling clusters and design simplification.

Opportunities in lithium-ion battery packs are growing rapidly amid increasing complexity. Drivers like electrification, technological advancements, supportive regulations, sustainability, and scale of manufacturing will cause battery use to grow across vehicles, devices, and energy storage systems. Challenges like the instability of raw materials, safety standards, and the intricacies of battery recycling may limit profitability or even prevent market entry. These bottlenecks will become less of an issue for companies who manage to build safer batteries, expand supply chains, and drive down costs with systems that focus on the circular economy. The battery pack market will be highly competitive because companies will need to address trade-offs between a range of factors like cost, performance, safety, regulations, and the environment, as well as how quickly they can fulfill market demands that are constantly changing globally.

List of Lithium-Ion Battery Pack Market Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. Through these strategies lithium-ion battery pack market companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the lithium-ion battery pack market companies profiled in this report include-

• Panasonic Corporation
• Samsung SDI
• LG Chem Power
• Toshiba Corporation
• Hitachi Chemical
• Automotive Energy Supply Corporation
• GS Yuasa International
• Johnson Controls
• Shenzhen BAK Battery
• Future Hi-Tech Batteries Limited

Lithium-Ion Battery Pack Market by Segment

The study includes a forecast for the global lithium-ion battery pack market by type, application, and region.

Lithium-Ion Battery Pack Market by Type [Value ($B) from 2019 to 2035]:

• Series Battery Pack
• Parallel Battery Pack

Lithium-Ion Battery Pack Market by Application [Value ($B) from 2019 to 2035]:

• Consumer Electronics
• Automotive
• Medical
• Grid Energy & Industrial

Lithium-Ion Battery Pack Market by Region [Value ($B) from 2019 to 2035]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the Lithium-Ion Battery Pack Market

Lithium-ion battery pack market activity demonstrates direction toward industrial policy, manufacturing, and chemistry. Between 2025 and 2027, the United States, China, Europe, India, and Japan will turn subsidy programs into factories, supply deals, and market introductions of products. According to Lucintel's most recent report, these activities will drive the market most significantly.

• United States: The U.S. Department of Energy provided General Motors and LG Energy Solution's joint venture $7.5 billion in loans to support three battery plants offering about 40 GWh of capacity, effective January 2025. This will support domestic cell and pack production and will likely result in improved U.S. sourcing during the next 3-5 years.
• China: CATL launched Naxtra sodium-ion batteries in April 2025, claiming energy densities of up to 175 Who/kg, with plans for mass production by December 2025. This may help accelerate low cost deployments in selected vehicles and stationary applications.
• Germany: Northvolt filed for insolvency in Sweden in March 2025 after significant financial pressure and even while Volkswagen continued to evaluate battery investments through its PowerCo unit. This will result in tighter project evaluation and greater focus on investments in HV pack and cell production in Europe.
• India: Ola Electric opened the first phase of its 1GWh battery cell manufacturing plant in Tamil Nadu in February 2025. With new facilities, a company is now able to manufacture its electric scooters on its own. This plant will expand domestic activity around battery packs to cater to the government's policy of encouraging localization of components within the next 3 to 5 years.
• Japan: Preliminary work for production has commenced at the Panasonic Energy Kansas facility, which is designed to have production capability of 30 GWh in one year. This will provide Japanese manufacturing capabilities for North American electric vehicle battery packs and improve supply chain for electric vehicles.

Features of the Global Lithium-Ion Battery Pack Market

• Market Size Estimates: lithium-ion battery pack market size estimation in terms of value ($B).
• Trend and Forecast Analysis: Market trends (2019 to 2026) and forecast (2027 to 2035) by various segments and regions.
• Segmentation Analysis: lithium-ion battery pack market size by type, application, and region in terms of value ($B).
• Regional Analysis: lithium-ion battery pack market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis of growth opportunities in different type, application, and regions for the lithium-ion battery pack market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape of the lithium-ion battery pack market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

If you are looking to expand your business in this or adjacent markets, then contact us. We have done hundreds of strategic consulting projects in market entry, opportunity screening, due diligence, supply chain analysis, M & A, and more.

This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the lithium-ion battery pack market by type (series battery pack and parallel battery pack), application (consumer electronics, automotive, medical, and grid energy & industrial), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 8 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Market Overview

• 2.1 Background and Classifications
• 2.2 Supply Chain

3. Market Trends & Forecast Analysis

• 3.2 Industry Drivers and Challenges
• 3.3 PESTLE Analysis
• 3.4 Patent Analysis
• 3.5 Regulatory Environment

4. Global Lithium-Ion Battery Pack Market by Type

• 4.1 Overview
• 4.2 Attractiveness Analysis by Type
• 4.3 Series Battery Pack: Trends and Forecast (2019-2035)
• 4.4 Parallel Battery Pack: Trends and Forecast (2019-2035)

5. Global Lithium-Ion Battery Pack Market by Application

• 5.1 Overview
• 5.2 Attractiveness Analysis by Application
• 5.3 Consumer Electronics: Trends and Forecast (2019-2035)
• 5.4 Automotive: Trends and Forecast (2019-2035)
• 5.5 Medical: Trends and Forecast (2019-2035)
• 5.6 Grid Energy & Industrial: Trends and Forecast (2019-2035)

6. Regional Analysis

• 6.1 Overview
• 6.2 Global Lithium-Ion Battery Pack Market by Region

7. North American Lithium-Ion Battery Pack Market

• 7.1 Overview
• 7.2 North American Lithium-Ion Battery Pack Market by Type
• 7.3 North American Lithium-Ion Battery Pack Market by Application
• 7.4 United States Lithium-Ion Battery Pack Market
• 7.5 Mexican Lithium-Ion Battery Pack Market
• 7.6 Canadian Lithium-Ion Battery Pack Market

8. European Lithium-Ion Battery Pack Market

• 8.1 Overview
• 8.2 European Lithium-Ion Battery Pack Market by Type
• 8.3 European Lithium-Ion Battery Pack Market by Application
• 8.4 German Lithium-Ion Battery Pack Market
• 8.5 French Lithium-Ion Battery Pack Market
• 8.6 Spanish Lithium-Ion Battery Pack Market
• 8.7 Italian Lithium-Ion Battery Pack Market
• 8.8 United Kingdom Lithium-Ion Battery Pack Market

9. APAC Lithium-Ion Battery Pack Market

• 9.1 Overview
• 9.2 APAC Lithium-Ion Battery Pack Market by Type
• 9.3 APAC Lithium-Ion Battery Pack Market by Application
• 9.4 Japanese Lithium-Ion Battery Pack Market
• 9.5 Indian Lithium-Ion Battery Pack Market
• 9.6 Chinese Lithium-Ion Battery Pack Market
• 9.7 South Korean Lithium-Ion Battery Pack Market
• 9.8 Indonesian Lithium-Ion Battery Pack Market

10. ROW Lithium-Ion Battery Pack Market

• 10.1 Overview
• 10.2 ROW Lithium-Ion Battery Pack Market by Type
• 10.3 ROW Lithium-Ion Battery Pack Market by Application
• 10.4 Middle Eastern Lithium-Ion Battery Pack Market
• 10.5 South American Lithium-Ion Battery Pack Market
• 10.6 African Lithium-Ion Battery Pack Market

11. Competitor Analysis

• 11.1 Product Portfolio Analysis
• 11.2 Operational Integration
• 11.3 Porter's Five Forces Analysis
  • Competitive Rivalry
  • Bargaining Power of Buyers
  • Bargaining Power of Suppliers
  • Threat of Substitutes
  • Threat of New Entrants
• 11.4 Market Share Analysis

12. Opportunities & Strategic Analysis

• 12.1 Value Chain Analysis
• 12.2 Growth Opportunity Analysis
  • 12.2.1 Growth Opportunities by Type
  • 12.2.2 Growth Opportunities by Application
• 12.3 Emerging Trends in the Global Lithium-Ion Battery Pack Market
• 12.4 Strategic Analysis
  • 12.4.1 New Product Development
  • 12.4.2 Certification and Licensing
  • 12.4.3 Mergers, Acquisitions, Agreements, Collaborations, and Joint Ventures

13. Company Profiles of the Leading Players Across the Value Chain

• 13.1 Competitive Analysis
• 13.2 Panasonic Corporation
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.3 Samsung SDI
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.4 LG Chem Power
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.5 Toshiba Corporation
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.6 Hitachi Chemical
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.7 Automotive Energy Supply Corporation
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.8 GS Yuasa International
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.9 Johnson Controls
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.10 Shenzhen BAK Battery
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.11 Future Hi-Tech Batteries Limited
  • Company Overview
  • Lithium-Ion Battery Pack Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing

14. Appendix

• 14.1 List of Figures
• 14.2 List of Tables
• 14.3 Research Methodology
• 14.4 Disclaimer
• 14.5 Copyright
• 14.6 Abbreviations and Technical Units
• 14.7 About Us
• 14.8 Contact Us