배터리 셀 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the battery cell market size is projected to expand from USD 82.59 billion in 2025 and USD 93.48 billion in 2026 to USD 241.96 billion by 2031, registering a CAGR of 20.95% between 2026 to 2031.

This report is Segmented by Form Factor (Prismatic, Cylindrical, Pouch, and Coin and Button), Chemistry (Li-Ion NMC, Li-Ion LFP, Li-Ion NCA, Li-Ion LMO/LCO, Solid-State, and Sodium-Ion and Other Emerging), Application (Automotive, Energy-Storage, Consumer Electronics and Wearables, Power Tools and Gardening Equipment, and SLI and Micro-Mobility), and Geography (North America, Europe, Asia-Pacific, and More).

Global Battery Cell Market Trends and Insights

Surging EV Production And Government Electrification Mandates

Global electric-vehicle output crossed 14 million units in 2024, and regulations in California, the EU, and China are compressing internal-combustion phase-outs to 2035 or earlier. The U.S. Inflation Reduction Act links a USD 7,500 consumer credit to battery-component sourcing from trade-agreement partners, steering cell procurement toward domestic or allied suppliers. Europe's fleet-average CO2 cap of 93.6 g/km for 2025 is forcing legacy brands to accelerate battery-electric launches even after Germany's subsidy withdrawal caused a 27% drop in early-2024 plug-in registrations. China extended its purchase-tax exemption for new-energy vehicles through 2027, underpinning roughly half of global EV demand. Divergent incentives are bifurcating chemistries: Western OEMs favor high-nickel cells for long-range models, whereas China's tier-2 cities adopt lithium-iron-phosphate packs priced under USD 80/kWh.

Utility-Scale Energy-Storage Demand Growth

Grid-scale battery capacity surpassed 50 GWh cumulatively in 2024 as renewable-penetration mandates and ancillary-service revenues lifted project economics. California's Moss Landing site expanded to 3 GWh after a January 2024 thermal event, signaling operator confidence in enhanced safety protocols. The Long Duration Energy Storage Council foresees 1.5 TWh installed by 2040, a 30-fold jump that pivots chemistry design toward 10,000-cycle durability. ERCOT added 4 GW in 2024, monetizing peak-hour price spikes above USD 5,000/MWh and creating financeable cash flows without subsidies. Australia's big-battery fleet now integrates renewables at penetration rates topping 60%, validating lithium-iron-phosphate dominance in stationary settings.

Critical-Mineral Supply Volatility And Price Spikes

Lithium-carbonate prices plunged 87% between late 2022 and late 2024, bankrupting marginal miners and delaying 300,000 t of planned capacity. Cobalt fell 40% in 2024, yet its 70% supply concentration in the Democratic Republic of Congo sustains geopolitical risk. Class-1 nickel premiums tightened as Indonesian laterite expansions added low-grade metal unsuited to battery cathodes. Ford's 2024 deal to license CATL lithium-iron-phosphate cells for Michigan-built pickups highlights OEM pivoting away from nickel dependency despite a 15% energy-density hit. The split between high-nickel premium cars and iron-phosphate mass models is fragmenting cathode procurement and complicating hedging strategies.

Other drivers and restraints analyzed in the detailed report include:

1. Declining $/kWh From Giga-Scale Production Learning Curves
2. Adoption Of 4680-Class Cylindrical And Large-Format Prismatic Cells
3. Fire-Safety Incidents Triggering Tighter Regulations

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

Segment Analysis

Cylindrical cells dominated the battery cell market with a 53.5% share in 2025, propelled by entrenched 18650/2170 lines and Tesla's 4680 ramp, while pouch formats are forecast to register a 25.8% CAGR to 2031 as automakers adopt module-less pack designs. The battery cell market size for pouch designs is set to more than triple by 2031 as cell-to-chassis architectures boost volumetric efficiency and shave vehicle curb weight.

The structural benefits are underscored by BYD's Blade battery, which is integrated directly into the chassis of the 2024 Seal sedan, achieving a 600 km range with 20% less pack capacity than cylindrical equivalents. European OEMs are following suit; Volkswagen's unified-cell plan originally banked on Northvolt's large pouch roadmap, although the supplier's 2024 bankruptcy has deferred European commercialization by at least 18 months. Durability concerns persist: flexible aluminum-laminate casings can swell under high-cycle duty, limiting adoption for commercial fleets that demand 3,000-plus cycles. Regulatory requirements for easy disassembly under the EU Battery Regulation could also temper pouch uptake in Europe post-2027, preserving a role for cylindrical and prismatic formats.

Geography Analysis

Asia-Pacific maintained a commanding 52.8% share of the battery cell market in 2025 and is expected to post a 25.2% CAGR through 2031 as China sustains 75% of global manufacturing capacity and Southeast Asia scales nickel and cathode refining. CATL's 120 GWh Fuding site exemplifies the region's scale advantage, while its 100 GWh Hungary project enables tariff-free European access under local-content rules.

North America's capacity pipeline exceeds 100 GWh between 2024-2026, led by LG-Honda, Samsung-Stellantis, and Panasonic expansions that unlock USD 35/kWh Advanced Manufacturing Production Credits. Europe has announced more than 1 TWh of prospective plants, but Northvolt's Chapter 11 filing and ACC's delays at Douvrin highlight execution risk for green-field entrants without vertically integrated supply chains.

South America presently holds under 3% share, focusing on lithium extraction rather than cell output, while the Middle East and Africa remain early-stage demand centers limited by grid constraints and financing hurdles. Japan and South Korea are pivoting from export-only models toward regional production to satisfy U.S. IRA domestic-content thresholds and mitigate rising freight costs.

1. Contemporary Amperex Technology (CATL)
2. LG Energy Solution
3. BYD Co Ltd
4. Panasonic Energy
5. Samsung SDI
6. SK On
7. Envision AESC
8. CALB Co Ltd
9. Gotion High-Tech
10. EVE Energy
11. Northvolt AB
12. SVOLT Energy
13. Farasis Energy
14. Sunwoda Electronic
15. Murata Manufacturing
16. VARTA AG
17. EnerSys
18. Duracell
19. Microvast
20. A123 Systems
21. Amprius Technologies
22. Solid Power
23. QuantumScape
24. ProLogium Technology

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 Drivers
  • 4.1.1 Surging EV production & government electrification mandates
  • 4.1.2 Utility-scale energy-storage demand growth
  • 4.1.3 Declining $/kWh from giga-scale production learning curves
  • 4.1.4 Adoption of 4680?class cylindrical & large-format prismatic cells
  • 4.1.5 Gigafactory build-out accelerated by IRA & EU battery regulations
  • 4.1.6 Commercialization of sodium-ion cells for low-cost mobility & ESS
• 4.2 Market Restraints
  • 4.2.1 Critical-mineral supply volatility & price spikes
  • 4.2.2 Fire-safety incidents triggering tighter regulations
  • 4.2.3 Global over-capacity driving severe price competition
  • 4.2.4 EV-subsidy roll-off & policy uncertainty dampening demand
• 4.3 Supply-Chain Analysis
• 4.4 Regulatory Landscape
• 4.5 Technological Outlook
• 4.6 Porter's Five Forces
  • 4.6.1 Bargaining Power of Suppliers
  • 4.6.2 Bargaining Power of Consumers
  • 4.6.3 Threat of New Entrants
  • 4.6.4 Threat of Substitutes
  • 4.6.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Form Factor
  • 5.1.1 Prismatic
  • 5.1.2 Cylindrical
  • 5.1.3 Pouch
  • 5.1.4 Coin and Button
• 5.2 By Chemistry
  • 5.2.1 Li-ion NMC
  • 5.2.2 Li-ion LFP
  • 5.2.3 Li-ion NCA
  • 5.2.4 Li-ion LMO/LCO
  • 5.2.5 Solid-state (Semi- and All-solid)
  • 5.2.6 Sodium-ion and Other Emerging
• 5.3 By Application
  • 5.3.1 Automotive (BEV, PHEV, HEV)
  • 5.3.2 Energy-Storage (Utility, C&I, Residential)
  • 5.3.3 Consumer Electronics and Wearables
  • 5.3.4 Power Tools and Gardening Equipment
  • 5.3.5 SLI and Micro-mobility (e-bikes, scooters)
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 United Kingdom
    • 5.4.2.2 Germany
    • 5.4.2.3 France
    • 5.4.2.4 Spain
    • 5.4.2.5 NORDIC Countries
    • 5.4.2.6 Russia
    • 5.4.2.7 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 India
    • 5.4.3.3 Japan
    • 5.4.3.4 South Korea
    • 5.4.3.5 ASEAN Countries
    • 5.4.3.6 Australia and New Zealand
    • 5.4.3.7 Rest of Asia-Pacific
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 Colombia
    • 5.4.4.4 Rest of South America
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 United Arab Emirates
    • 5.4.5.3 South Africa
    • 5.4.5.4 Egypt
    • 5.4.5.5 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 (CATL)
  • 6.4.2 LG Energy Solution
  • 6.4.3 BYD Co Ltd
  • 6.4.4 Panasonic Energy
  • 6.4.5 Samsung SDI
  • 6.4.6 SK On
  • 6.4.7 Envision AESC
  • 6.4.8 CALB Co Ltd
  • 6.4.9 Gotion High-Tech
  • 6.4.10 EVE Energy
  • 6.4.11 Northvolt AB
  • 6.4.12 SVOLT Energy
  • 6.4.13 Farasis Energy
  • 6.4.14 Sunwoda Electronic
  • 6.4.15 Murata Manufacturing
  • 6.4.16 VARTA AG
  • 6.4.17 EnerSys
  • 6.4.18 Duracell
  • 6.4.19 Microvast
  • 6.4.20 A123 Systems
  • 6.4.21 Amprius Technologies
  • 6.4.22 Solid Power
  • 6.4.23 QuantumScape
  • 6.4.24 ProLogium Technology

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment