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

According to Mordor Intelligence, lithium-ion battery for electric vehicle market size in 2026 is estimated at USD 141.75 billion, growing from 2025 value of USD 119.51 billion with 2031 projections showing USD 332.65 billion, growing at 18.61% CAGR over 2026-2031.

This report is Segmented by Battery Chemistry (Lithium-Ion, Emerging, Lead-Acid, and Nickel-Metal-Hydride), Cell Format (Cylindrical, Prismatic, and Pouch), Propulsion (Battery Electric Vehicle, Plug-In Hybrid Electric Vehicle, and Hybrid Electric Vehicle), Vehicle Type (Passenger Cars, Light Commercial Vehicles, and More), and Geography (North America, Europe, Asia-Pacific, and More).

Global Lithium-ion Battery For Electric Vehicle Market Trends and Insights

Declining Lithium-Ion Battery Pack Prices Below USD 80/kWh by 2029

Average pack costs fell to USD 115/kWh in 2024, down 14% year-on-year, driven by lithium carbonate deflation and gigafactory scale. Chinese LFP bids dipped to USD 95/kWh, enabling unsubsidized entry-level cars across Asia. Tesla projects USD 70/kWh by 2026 on its 4680 program, underscoring the captive-supply arbitrage available to vertically integrated OEMs.

Rapid Electrification Mandates for Heavy-Duty Trucks

China, the EU, and the United States have aligned timelines that push battery-electric trucks toward mainstream sales. China requires 50% zero-emission heavy-truck registrations in tier-1 cities by 2030, the EU is targeting a 90% emissions cut by 2040, and the U.S. EPA calls for 40% Class 8 battery-electric sales by 2032. Each tractor needs up to 400 kWh, amplifying cell demand far beyond passenger-car averages.

Raw-Material Price Volatility

Lithium carbonate collapsed 85% between January and December 2024, forcing miners such as Albemarle to throttle Australian output. Nickel sulfate swung 46% during the same period, squeezing NMC producers' margins, whereas LFP suppliers faced relatively stable input costs. European cell makers, importing 90% of battery-grade lithium hydroxide, are especially exposed to currency risk.

Other drivers and restraints analyzed in the detailed report include:

1. OEM Vertical Integration Driving Captive Cell Demand
2. Geopolitical Race to On-Shore Gigafactories
3. Solid-State and Sodium-Ion Commercialization Risk

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

Segment Analysis

In 2025, lithium NMC, LFP, and NCA held 90.87% of demand inside the Lithium-ion battery for electric vehicle market. NMC rules premium 400-mile models despite a 20-30% cost premium, while LFP now owns 44.65% of China's passenger segment due to cobalt-free stability. Sodium-ion debuted for entry-level applications, and solid-state cells are projected at a 30.90% CAGR toward 2028 commercialization. The Lithium-ion battery market size for LFP alone is on track to surpass USD 124.7 billion by 2031 as Asian scooters and buses adopt the chemistry. Yet, if solid-state production costs fall under USD 120/kWh, incumbent liquid-electrolyte gigafactories face accelerated depreciation.

The Lithium-ion battery for the electric vehicle market must therefore manage a dual-front threat. Solid-state promises 60% higher energy density that challenges nickel-rich NMC in long-range segments, while sodium-ion undercuts LFP in cost-sensitive fleets. Producers are diversifying cathode portfolios, with SVOLT commercializing cobalt-free NMX to hedge against ESG scrutiny. Regulators' carbon-footprint disclosure rules intensify chemistry selection; low-emission cathodes earn procurement preference in Europe beginning 2025.

Prismatic cells delivered 47.55% of 2025 shipments within the Lithium-ion battery for electric vehicle market. BYD's Blade integrates long prismatic units into the chassis, removing module housings and cutting weight by 15%. CATL's Qilin achieves 255 Wh/kg pack density by embedding coolant channels within sidewalls. In contrast, cylindrical designs like Tesla's 4680 held a 35.25% share and excel at automated production; tabless electrodes lower internal resistance by 50% to support 5-minute fast charging.

Pouch cells, at 17.20% share, are forecast for 22.80% CAGR through 2031 as BMW's Neue Klasse favors flexible footprints that maximize cabin space. The Lithium-ion battery market size tied to pouch formats could reach USD 60 billion by decade-end as European gigafactories ramp up. Regional bias is evident: Asia champions prismatic, North America leans cylindrical, and Europe eyes pouch, forcing suppliers to maintain multi-format lines or risk customer attrition.

Geography Analysis

Asia-Pacific accounted for 50.35% of the Lithium-ion battery for electric vehicle market in 2025, with China's 550 GWh installed capacity dwarfing Europe and North America combined. Regional CAGR of 20.92% persists through 2031 as India's PLI-backed plants and Southeast Asia's two-wheeler boom raise cell offtake. China's vertically integrated chain, covering 70% of global lithium refining, provides a 15-20% cost advantage versus import-dependent rivals.

North America's IRA incentives underpin a 22.05% CAGR. Announced U.S. capacity reached 80 GWh in 2024, led by Tesla, GM-LG, Ford-SK, and Panasonic projects scheduled for 2025-2027 commissioning. Domestic sourcing requirements reshape supply deals, encouraging Asian giants to license technology locally to capture credits.

Europe follows at 19.35% CAGR on the back of the EU Battery Regulation and EUR 3.2 billion of joint-undertaking co-funding, which lifted the pipeline to 700 GWh in 2024. Northvolt, ACC, and CATL's Hungarian site illustrate cost-competitive continental sourcing that erodes Chinese export margins.

South America and the Middle East-Africa collectively stood at 8.25% share but are accelerating. Brazil's Stellantis line and Saudi Arabia's Ceer venture target 2026 starts, creating early footholds for localized supply. Regional adoption focuses on buses and ride-hailing fleets where fuel savings are immediate.

1. Contemporary Amperex Technology (CATL)
2. BYD Company Ltd (FinDreams)
3. LG Energy Solution Ltd
4. Panasonic Energy Co Ltd
5. Samsung SDI Co Ltd
6. SK On Co Ltd
7. CALB Group Co Ltd
8. Gotion High-tech Co Ltd
9. Eve Energy Co Ltd
10. Sunwoda Electronic Co Ltd
11. AESC (Envision)
12. Northvolt AB
13. SVOLT Energy Technology
14. Farasis Energy
15. ProLogium Technology Co Ltd
16. StoreDot Ltd
17. Tata Agratas Energy Storage
18. ACC Automotive Cells Company
19. QuantumScape Corp.
20. Redwood Materials Inc.
21. International Battery Co. (IBC)
22. Italvolt SpA
23. Britishvolt Ltd (in administration)

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 Declining lithium-ion battery pack prices less than USD 80 /kWh by 2029
  • 4.2.2 Rapid electrification mandates for heavy-duty trucks in China, EU & U.S.
  • 4.2.3 OEM vertical-integration (BYD, Tesla, Geely) driving captive cell demand
  • 4.2.4 Geopolitical race to on-shore Gigafactories (IRA, EU BJT, India PLI)
  • 4.2.5 Fast-charging 800-V architectures lifting average battery size
  • 4.2.6 LFP's cobalt-free cost edge expanding addressable price-sensitive 2-W/3-W markets
• 4.3 Market Restraints
  • 4.3.1 Raw-material spot price volatility (lithium carbonate, nickel sulfate)
  • 4.3.2 Solid-state & sodium-ion commercialisation risk cannibalising Li-ion post-2028
  • 4.3.3 ESG scrutiny on Chinese supply chain traceability
  • 4.3.4 Battery-fire recalls eroding consumer confidence in emerging markets
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porters Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Battery Chemistry
  • 5.1.1 Lithium-ion (NMC, LFP, NCA)
  • 5.1.2 Emerging (Solid-state, Li-S, Na-ion)
  • 5.1.3 Lead-acid
  • 5.1.4 Nickel-metal-hydride
• 5.2 By Cell Format
  • 5.2.1 Cylindrical
  • 5.2.2 Prismatic
  • 5.2.3 Pouch
• 5.3 By Propulsion
  • 5.3.1 Battery Electric Vehicle (BEV)
  • 5.3.2 Plug-in Hybrid Electric Vehicle (PHEV)
  • 5.3.3 Hybrid Electric Vehicle (HEV)
• 5.4 By Vehicle Type
  • 5.4.1 Passenger Cars
  • 5.4.2 Light Commercial Vehicles
  • 5.4.3 Medium and Heavy Trucks
  • 5.4.4 Buses and Coaches
  • 5.4.5 Two and Three-wheelers
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Spain
    • 5.5.2.6 NORDIC Countries
    • 5.5.2.7 Russia
    • 5.5.2.8 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 India
    • 5.5.3.3 Japan
    • 5.5.3.4 South Korea
    • 5.5.3.5 ASEAN Countries
    • 5.5.3.6 Australia and New Zealand
    • 5.5.3.7 Rest of Asia Pacific
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 South Africa
    • 5.5.5.4 Egypt
    • 5.5.5.5 Nigeria
    • 5.5.5.6 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 BYD Company Ltd (FinDreams)
  • 6.4.3 LG Energy Solution Ltd
  • 6.4.4 Panasonic Energy Co Ltd
  • 6.4.5 Samsung SDI Co Ltd
  • 6.4.6 SK On Co Ltd
  • 6.4.7 CALB Group Co Ltd
  • 6.4.8 Gotion High-tech Co Ltd
  • 6.4.9 Eve Energy Co Ltd
  • 6.4.10 Sunwoda Electronic Co Ltd
  • 6.4.11 AESC (Envision)
  • 6.4.12 Northvolt AB
  • 6.4.13 SVOLT Energy Technology
  • 6.4.14 Farasis Energy
  • 6.4.15 ProLogium Technology Co Ltd
  • 6.4.16 StoreDot Ltd
  • 6.4.17 Tata Agratas Energy Storage
  • 6.4.18 ACC Automotive Cells Company
  • 6.4.19 QuantumScape Corp.
  • 6.4.20 Redwood Materials Inc.
  • 6.4.21 International Battery Co. (IBC)
  • 6.4.22 Italvolt SpA
  • 6.4.23 Britishvolt Ltd (in administration)

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment