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

According to Mordor Intelligence, hybrid electric vehicle battery market size in 2026 is estimated at USD 26.05 billion, growing from 2025 value of USD 21.65 billion with 2031 projections showing USD 65.69 billion, growing at 20.32% CAGR over 2026-2031.

This report is Segmented by Battery Chemistry (Lithium-Ion, Nickel-Metal Hydride, Lead-Acid, and More), Degree of Hybridization (Mild Hybrid, Full Hybrid, and More), Voltage Class (Up To 60V, 60 To 200V, 200 To 400V, and Above 400V), Vehicle Class (Passenger Cars, Commercial Vehicles, Two-/Three-Wheelers, and More), and Geography (North America, Europe, Asia-Pacific, South America, and More).

Global Hybrid Electric Vehicle Battery Market Trends and Insights

Escalating HEV Production Volumes Under CO2 Mandates

CO2 regulations in the European Union, China, and California are prompting automakers to scale hybrid output to bridge the gap to 100% zero-emission sales targets. Non-compliance fines that hit EUR 95 per gram of CO2 overshoot per vehicle create a clear economic case for hybrids. Toyota's 40 GWh lithium-ion sourcing deal with Panasonic and Stellantis's 1.2 million-unit hybrid capacity are emblematic responses. China's dual-credit regime further rewards long-range plug-in hybrids, nudging OEMs to enlarge battery packs. These converging policies have raised hybrid launch velocity at most mainstream brands.

Rapid Fall in Li-ion $/kWh & Higher Energy Density

Lithium-ion pack prices fell 20% year over year to USD 115 per kWh in 2024, the sharpest decline since 2017, as new mining capacity in Australia and Chile relieved lithium carbonate shortages. Cost learning curves show that each doubling of cumulative output trims prices by roughly 25%. CATL's cell-to-pack Qilin design lifts energy density to 255 Wh/kg and demonstrates 100 km electric-only range in plug-in hybrids without oversizing the pack. LFP cells have slipped below USD 100 per kWh in China, opening mild-hybrid and two-wheeler opportunities previously reserved for lead-acid units.

Critical-Metal Supply Risk Amid BEV Competition

Lithium demand could hit 3.3 million t by 2030, six times 2022 usage, and BEVs consume three to five times more per vehicle than hybrids. Cobalt remains heavily concentrated in the DRC, while Indonesia dominates nickel processing. Price volatility complicates long-term supply deals; lithium carbonate plunged from USD 80,000/t in 2022 to USD 10,000/t in late 2024, deterring fresh mine investment. Smaller hybrid packs reduce absolute exposure but do not escape spot-price swings when BEV makers lock in multi-year contracts.

Other drivers and restraints analyzed in the detailed report include:

1. OEM Migration From NiMH to Li-ion Chemistries
2. 48 V Micro-Hybrid Boom Creating Low-Cost Li-ion Demand
3. Sparse PHEV Fast-Charge Infrastructure in Emerging Markets

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

Segment Analysis

Lithium-ion technologies captured 75.12% of 2025 revenue for the hybrid electric vehicle battery market, yet solid-state and sodium-ion batteries are forecast to grow 34.1% annually to 2031. Lithium-ion vendors continue to refine NMC and LFP blends, cutting cobalt usage and improving volumetric efficiency. Toyota and Nissan plan solid-state commercial launches before 2028, targeting 500 Wh/kg cells that could double electric-only range without enlarging packs. Sodium-ion prototypes from CATL already deliver 160 Wh/kg and superior cold-weather retention, positioning the chemistry for entry-level hybrids in colder climates. Nickel-metal hydride endures where affordability and thermal stability trump energy density, chiefly in Southeast Asia. Lead-acid is relegated to auxiliary 12 V systems. The hybrid electric vehicle battery market size attributable to lithium-ion is expected to approach USD 46.8 billion by 2031, while emerging chemistries will jointly exceed USD 7.35 billion that year.

A tightening patent landscape is shaping competitive behavior. Toyota holds more than 1,300 solid-state-related patents, whereas CATL and BYD control key cell-to-pack designs. Licensing is becoming a realistic path for latecomers wishing to avoid litigation. Overall, the hybrid electric vehicle battery industry anticipates a multi-chemistry coexistence, with lithium-ion retaining volume leadership but ceding margin leadership to solid-state once scale materializes.

Mild hybrids achieved 43.12% unit volume in 2025, delivering the lowest-cost compliance option for fleets that must hit CO2 targets quickly. The hybrid electric vehicle battery market size generated by mild hybrids is projected to surpass USD 22.24 billion in 2031, rising at a 22.6% CAGR. Full hybrids remain popular in Japan and North America thanks to two decades of reliability data. Plug-in hybrids enjoy corporate-fleet tax benefits in Europe but struggle in emerging markets that lack fast-charging networks. Range-extender architectures thrive mainly in China, led by Li Auto, though their global prospects hinge on emissions-credit treatment. Automakers are bundling identical cell formats across hybrid types to secure scale economies, yet software calibration differs markedly, increasing engineering complexity and favoring vertically integrated suppliers.

PHEV growth will depend on whether regulators continue to count their low CO2 test-cycle ratings in the next phase of standards. Germany's phase-out of purchase rebates in 2024 cut PHEV registrations by half, showing sensitivity to policy shifts. In emerging economies, conventional hybrids with no charging requirement and low-kWh packs remain the practical electrification entry point.

Geography Analysis

Asia-Pacific accounted for 47.35% of 2025 revenue and is forecast to register a 22.3% CAGR through 2031, propelled by China's 75% cell-production share and CATL's 37.5% vendor position. Korean and Japanese suppliers are localizing output in the United States and Europe to evade geopolitical barriers, yet they continue to ship high-value electrodes and separators from domestic plants. India's fast-growing two-wheeler segment relies on imported cells, and its USD 2.4 billion production-linked incentive scheme seeks to fill that supply gap.

Europe held 28.15% of 2025 revenue. Subsidy withdrawals hurt plug-in demand, but corporate fleets still favor PHEVs for tax advantages. The EU Battery Regulation now obliges carbon-footprint declarations and recycling thresholds, pushing gigafactory operators into closed-loop models. Northvolt's insolvency underlines cost pressure from Asian imports, while LG Energy Solution and Samsung SDI advance large projects in Poland and Hungary to maintain regional supply.

North America generated 17.65% of 2025 sales. The Inflation Reduction Act's component-origin rules are drawing USD 11.5 billion of announced battery investment from LG Energy Solution, Samsung SDI, and Panasonic. Mexico is positioning itself as a near-shoring alternative by promoting duty-free pack assembly in Nuevo Leon. South America and the Middle East-Africa combined held 6.85% share; Brazil's ethanol-hybrid initiatives and the UAE's electric-bus rollouts illustrate diverse regional strategies.

1. Primearth EV Energy (PEVE)
2. Panasonic Energy Co.
3. LG Energy Solution
4. Contemporary Amperex Technology (CATL)
5. Samsung SDI
6. BYD Company Ltd
7. AESC (Envision)
8. Gotion High-Tech
9. SK On
10. EnerSys
11. Saft Groupe SA
12. Exide Industries
13. East Penn Manufacturing
14. Hitachi Astemo
15. Amperex Technology Ltd (ATL)
16. Amte Power
17. Clarios
18. Microvast
19. Farasis Energy
20. Romeo Power

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 Escalating HEV production volumes under CO2 mandates
  • 4.2.2 Rapid fall in Li-ion $/kWh & higher energy density
  • 4.2.3 OEM migration from NiMH to Li-ion chemistries
  • 4.2.4 48 V micro-hybrid boom creating low-cost Li-ion demand
  • 4.2.5 Recycling-mandate-driven secondary metals supply
  • 4.2.6 AI-enabled cloud BMS extending battery warranties
• 4.3 Market Restraints
  • 4.3.1 Critical-metal supply risk amid BEV competition
  • 4.3.2 Sparse PHEV fast-charge infrastructure in EMs
  • 4.3.3 Thermal-runaway design concerns in compact packs
  • 4.3.4 Geopolitical scrutiny of Chinese battery IP
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's 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 Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Battery Chemistry
  • 5.1.1 Lithium-ion (NMC, NCA, LFP, LTO)
  • 5.1.2 Nickel-Metal Hydride (NiMH)
  • 5.1.3 Lead-acid
  • 5.1.4 Emerging Solid-State/Sodium-ion
• 5.2 By Degree of Hybridization
  • 5.2.1 Mild Hybrid (48 V MHEV)
  • 5.2.2 Full Hybrid (HEV)
  • 5.2.3 Plug-in Hybrid (PHEV)
  • 5.2.4 Range-Extender Hybrid
• 5.3 By Voltage Class
  • 5.3.1 Up to 60 V
  • 5.3.2 60 to 200 V
  • 5.3.3 200 to 400 V
  • 5.3.4 Above 400 V
• 5.4 By Vehicle Class
  • 5.4.1 Passenger Cars
  • 5.4.2 Commercial Vehicles
  • 5.4.3 Two-/Three-Wheelers
  • 5.4.4 Off-Highway and Specialty
• 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 Netherlands
    • 5.5.2.7 Norway
    • 5.5.2.8 Russia
    • 5.5.2.9 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 Colombia
    • 5.5.4.4 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 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 Primearth EV Energy (PEVE)
  • 6.4.2 Panasonic Energy Co.
  • 6.4.3 LG Energy Solution
  • 6.4.4 Contemporary Amperex Technology (CATL)
  • 6.4.5 Samsung SDI
  • 6.4.6 BYD Company Ltd
  • 6.4.7 AESC (Envision)
  • 6.4.8 Gotion High-Tech
  • 6.4.9 SK On
  • 6.4.10 EnerSys
  • 6.4.11 Saft Groupe SA
  • 6.4.12 Exide Industries
  • 6.4.13 East Penn Manufacturing
  • 6.4.14 Hitachi Astemo
  • 6.4.15 Amperex Technology Ltd (ATL)
  • 6.4.16 Amte Power
  • 6.4.17 Clarios
  • 6.4.18 Microvast
  • 6.4.19 Farasis Energy
  • 6.4.20 Romeo Power

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment