차세대 에너지 저장 시스템 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the next-generation energy storage systems market size is projected to expand from USD 2.25 billion in 2025 and USD 2.48 billion in 2026 to USD 3.9 billion by 2031, registering a CAGR of 9.49% between 2026 and 2031.

This report is Segmented by Technology (Lithium-Sulfur Batteries, Solid-State Batteries, Flow Batteries, Metal-Air Batteries, Mechanical and Other Advanced Storage), Application (Grid Storage, Consumer Electronics, and More), and Geography (North America, Europe, Asia-Pacific, South America, Middle East and Africa). Market Forecasts are Provided in Terms of Value (USD).

Global Next-Generation Energy Storage Systems Market Trends and Insights

Surging EV Production Targets by Global Automakers

Manufacturers are compressing development cycles for high-energy chemistries. BYD plans sulfide-based solid-state pilot output in 2027 and mass output by 2030 at roughly 400 Wh/kg, a 60% uplift on its Blade Battery platform. CATL is piloting 500 Wh/kg condensed batteries that could debut in electric aircraft fleets starting in 2027. Toyota maintains a 2027-2028 launch window for a 745-mile solid-state pack promising 10-minute charging. Supportive public funding, such as the U.S. Department of Energy's USD 16 million 2024 grant round, lowers pilot-line risk and aligns policy with automaker roadmaps. Collectively, these moves advance the timeline by which solid-state cells must cross the USD 100 per kWh cost threshold to displace liquid-electrolyte lithium-ion technology.

Renewable-Integration Mandates for Grid Operators

Re-written wholesale-market rules now treat storage as capacity, not an ancillary service. FERC Orders 841 and 2222 require regional markets to let batteries bid into energy, capacity, and ancillary-service auctions. States such as New York, Massachusetts, and New Jersey together target 13 GW of deployments by 2030, reinforcing long-duration purchase agreements. Flow-battery suppliers have exploited the opening: ESS Tech secured a USD 9.9 million U.S. Air Force award for 27 MWh iron-flow units, while Form Energy broke ground on a 1,500 MWh iron-air plant that can discharge for 100 hours, capabilities beyond four-hour lithium-ion systems. With NREL projecting lithium-ion system costs at USD 243 per kWh by 2035, the cost gap narrows as duration lengthens.

Safety & Thermal-Runaway Risks in High-Energy Chemistries

High-profile recalls keep insurance premiums elevated. General Motors, Fisker, Mercedes-Benz, and Rivian collectively recalled more than 120,000 EVs in 2024 over battery-fire concerns. UL 9540A and IEC 62619 standards provide test pathways, but solid-state cells lack large-sample operating histories, delaying underwriting approvals. NFPA 855 installation codes add USD 20-30 per kWh in protection costs that early-stage chemistries can ill afford. Dendrite growth in lithium-metal anodes remains an unresolved failure mode, although ceramic separators and electrolyte additives show promise in lab trials. Until field data accumulate, buyers will discount unproven chemistries.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid USD/kWh Cost Decline in Solid-State & Flow Chemistries
2. Defense Demand for High-Energy Batteries for Unmanned Systems
3. Critical-Metal Supply-Chain Volatility

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solid-state batteries represented 51.6% of the next-generation energy storage systems market share in 2025 and are forecast to post a 9.9% CAGR through 2031, highlighting their pull from premium automotive and emerging electric-aviation programs. The next-generation energy storage systems market size attached to solid-state chemistry is poised to expand rapidly once costs fall below USD 100 per kWh, a parity point most analysts peg for 2028. QuantumScape's oxide electrolyte, which eliminates the graphite anode, trims material cost by a quarter and improves volumetric density, while Solid Power's sulfide pathway delivers higher ionic conductivity but demands moisture-free handling. Toyota, Samsung SDI, and LG Energy Solution all target commercial releases between 2027 and 2029, ensuring a crowded field long before the technology reaches scale.

Flow, lithium-sulfur, and metal-air chemistries occupy specialist roles rather than direct competition. ESS Tech's iron-flow platform commands the 8-24-hour stationary niche, and Form Energy's 100-hour iron-air system is opening a seasonal-shift frontier. Lithium-sulfur, valued for its 400 Wh/kg density, draws aerospace interest; Airbus, for instance, collaborates with Sion Power on demonstration cells. Zinc-air suppliers such as Zinc8 position their low-cycle systems for rural micro-grids. Mechanical gravity storage from Energy Vault targets ultra-long durations in markets with cheap land. Collectively, these alternatives ensure the next-generation energy storage systems market remains technology-diverse even as solid-state leads volumes.

Geography Analysis

Asia-Pacific, holding 45.1% of the 2025 turnover, underpins almost half the next-generation energy storage systems market size. The region should grow at 10.1% CAGR thanks to China's July 2026 solid-state battery standard, South Korea's USD 40 billion K-Battery initiative, and Japan's continued 4680 roll-outs. CATL and BYD together forecast more than 1.2 TWh of capacity by 2030, and combined pilot lines for condensed and sulfide chemistries could enter series production by 2027. Seoul-based LG Energy Solution and Samsung SDI bridge Asian scale with Western partnerships, anchoring supply between Chinese dominance and U.S. policy incentives.

North America's share expands on the back of the Inflation Reduction Act's Section 45X, which rebates USD 35 per kWh for domestic cell output plus 30% investment tax credits for factories. LG Energy Solution's USD 5.5 billion Arizona complex and Panasonic's Kansas expansion together exceed 57 GWh of announced capacity slated for 2026, while Ford/SK and Tesla add further gigawatt-hour volumes. Federal energy-market rules, Orders 841, 2222, and 901, harmonize battery participation, and state targets create a 13 GW demand floor through 2030, ensuring visibility for developers beyond automotive offtake.

Europe operates within a tightening regulatory frame that rewards recyclers and penalizes high-carbon supply chains. The Battery Regulation's carbon-footprint labeling and material-recovery thresholds raise compliance costs that favor vertically integrated producers. Northvolt's 2024 restructuring highlighted financing hurdles, but its Ett plant still aims for 60 GWh of annual capacity. Automotive Cells Company advances three gigafactories totaling 120 GWh by 2030, while the U.K.'s Faraday Institution funds solid-state and sodium-ion R&D. Elsewhere, lithium-rich South America eyes mid-decade refining, and Middle East developers weigh long-duration storage for desert renewables, but volumes remain embryonic through 2026.

1. Contemporary Amperex Technology Co. Ltd. (CATL)
2. LG Energy Solution Ltd.
3. Tesla, Inc.
4. Panasonic Energy Co.
5. Samsung SDI Co.
6. BYD Co. Ltd.
7. QuantumScape Corporation
8. Solid Power, Inc.
9. Sion Power Corporation
10. Ambri Inc.
11. Energy Vault Holdings, Inc.
12. Form Energy, Inc.
13. ESS Tech, Inc.
14. Redflow Ltd.
15. Blue Solutions SA
16. Nexeon Ltd.
17. Zinc8 Energy Solutions Inc.
18. NantEnergy Inc.
19. 24M Technologies, Inc.
20. Northvolt AB

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surging EV production targets by global automakers
  • 4.2.2 Renewable-integration mandates for grid operators
  • 4.2.3 Rapid $/kWh cost decline in solid-state & flow chemistries
  • 4.2.4 Defense demand for high-energy batteries for unmanned systems
  • 4.2.5 Circular-economy incentives for critical-material recovery
• 4.3 Market Restraints
  • 4.3.1 Safety & thermal-runaway risks in high-energy chemistries
  • 4.3.2 Critical-metal supply-chain volatility
  • 4.3.3 Manufacturing scale-up hurdles for solid electrolytes
  • 4.3.4 End-of-life stewardship uncertainty for novel chemistries
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 Investment & Funding Landscape

5 Market Size & Growth Forecasts

• 5.1 By Technology
  • 5.1.1 Lithium-Sulfur Batteries
  • 5.1.2 Solid-State Batteries
  • 5.1.3 Flow Batteries
  • 5.1.4 Metal-Air Batteries
  • 5.1.5 Mechanical and Other Advanced Storage
• 5.2 By Application
  • 5.2.1 Grid Storage
  • 5.2.2 Consumer Electronics
  • 5.2.3 Industrial and Commercial Mobility
  • 5.2.4 Marine and Aviation
  • 5.2.5 Others
• 5.3 By Geography
  • 5.3.1 North America
    • 5.3.1.1 United States
    • 5.3.1.2 Canada
    • 5.3.1.3 Mexico
  • 5.3.2 Europe
    • 5.3.2.1 United Kingdom
    • 5.3.2.2 Germany
    • 5.3.2.3 France
    • 5.3.2.4 Spain
    • 5.3.2.5 Nordic Countries
    • 5.3.2.6 Russia
    • 5.3.2.7 Rest of Europe
  • 5.3.3 Asia-Pacific
    • 5.3.3.1 China
    • 5.3.3.2 India
    • 5.3.3.3 Japan
    • 5.3.3.4 South Korea
    • 5.3.3.5 ASEAN Countries
    • 5.3.3.6 Australia and New Zealand
    • 5.3.3.7 Rest of Asia-Pacific
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Colombia
    • 5.3.4.4 Rest of South America
  • 5.3.5 Middle East and Africa
    • 5.3.5.1 United Arab Emirates
    • 5.3.5.2 Saudi Arabia
    • 5.3.5.3 South Africa
    • 5.3.5.4 Egypt
    • 5.3.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.2 LG Energy Solution Ltd.
  • 6.4.3 Tesla, Inc.
  • 6.4.4 Panasonic Energy Co.
  • 6.4.5 Samsung SDI Co.
  • 6.4.6 BYD Co. Ltd.
  • 6.4.7 QuantumScape Corporation
  • 6.4.8 Solid Power, Inc.
  • 6.4.9 Sion Power Corporation
  • 6.4.10 Ambri Inc.
  • 6.4.11 Energy Vault Holdings, Inc.
  • 6.4.12 Form Energy, Inc.
  • 6.4.13 ESS Tech, Inc.
  • 6.4.14 Redflow Ltd.
  • 6.4.15 Blue Solutions SA
  • 6.4.16 Nexeon Ltd.
  • 6.4.17 Zinc8 Energy Solutions Inc.
  • 6.4.18 NantEnergy Inc.
  • 6.4.19 24M Technologies, Inc.
  • 6.4.20 Northvolt AB

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment