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

According to Mordor Intelligence, the VRLA battery market size is expected to increase from USD 46.84 billion in 2025 to USD 49.09 billion in 2026 and reach USD 60.97 billion by 2031, growing at a CAGR of 4.43% over 2026-2031.

This report is Segmented by Type (AGM, Gel, TPPL, Hybrid-Gel/AGM), Application (UPS, Telecom & Data Centers, Energy Storage, Automotive, Industrial, Emergency Lighting, Medical Devices), End-User (Residential, Commercial, Industrial, Utilities), and Geography (North America, Europe, Asia-Pacific, South America, Middle East and Africa). Market Forecasts are Provided in Value (USD).

Global VRLA Battery Market Trends and Insights

Rising demand for reliable back-up power in telecom infrastructure

Small-cell 5G deployments require 2-4 hours of autonomy without the fire-risk profile associated with lithium-ion batteries, which complicates permitting processes. AGM VRLA (Absorbent Glass Mat Valve-Regulated Lead-Acid) batteries remain the preferred choice as they eliminate the need for active cooling and reduce insurance costs in densely populated urban areas. In India, tower operators adopt five-year AGM replacement cycles to avoid the thermal management expenses of lithium batteries. This approach is similarly observed across 18,000 off-grid sites in Africa, where solar arrays are paired with VRLA batteries to minimize diesel generator usage. Open RAN architectures also benefit from compact VRLA battery configurations; however, pilot projects in Western Europe indicate that lithium batteries could challenge this preference in stable-grid markets by 2028.

Edge Data-Center & UPS Build-Outs in Tier-2/3 Cities

Latency-sensitive applications are shifting compute capacity to smaller facilities, which typically utilize 10-50 kW UPS systems. A 20 kW edge site incurs approximately USD 8,000 for AGM VRLA batteries compared to USD 14,000 for equivalent lithium-ion batteries, while also avoiding the added battery-management complexity that increases installation labor by 30%. However, the preference shifts when rack space becomes limited; lithium-ion batteries, with their threefold energy density, free up floor space for revenue-generating servers. This shift is anticipated to gain momentum once lithium-ion pack prices fall below USD 100/kWh, projected after 2027.

Rapid price decline of LFP battery packs

Overcapacity led to a reduction in Chinese LFP pack prices by more than CNY 3,000 per ton in the first half of 2025, narrowing the cost difference with VRLA batteries to single digits for three-year duty cycles. Edge data center operators are now willing to pay a 10-15% premium for lithium batteries due to their ability to save 60-70% of rack space, which can be directly translated into increased colocation revenue. In Vietnam, electric two-wheeler OEMs reduced lead-acid battery usage to 85% in 2025, highlighting the risk of substitution. However, stationary-grade LFP batteries continue to command a 25-30% premium due to cycle-life certifications, maintaining VRLA's competitiveness in applications where batteries spend 95% of their lifespan in float mode.

Other drivers and restraints analyzed in the detailed report include:

1. Renewable Micro-Grids Needing Low-CAPEX Storage
2. Cost Advantage Versus Lithium-Ion for <= 3-Year Duty Cycles
3. Lead Price Volatility & Stringent Recycling Directives

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

Segment Analysis

AGM technology accounted for 63.3% of the projected 2025 revenue, driven by its widespread use in UPS systems and telecom cabinets. Hybrid-Gel/AGM currently holds a 9.8% revenue share but is growing at a compound annual growth rate (CAGR) of 7.8%, supported by demand for 12-15-year float life in environments with temperatures reaching 55 °C. TPPL caters to premium niche markets, including enterprise data centers and rail signaling, offering 15-20-year lifespans at a 30-40% price premium, which extends replacement intervals.

Cost considerations play a significant role in market segmentation. A 12 V 100 Ah AGM unit is priced at approximately USD 200, about 25% less than Hybrid-Gel. However, AGM batteries experience thermal derating, which reduces their lifespan by half in temperatures exceeding 45 °C. FIAMM's 2026 Pure Guard launch led to a 20% reduction in Hybrid-Gel volume, narrowing the form-factor gap with lithium batteries. EnerSys has integrated IoT sensors into TPPL battery packs, enabling predictive maintenance to address the 18-22% of premature VRLA failures caused by inadequate topping-up practices. With the upcoming digital passport requirement, chemistries with stable state-of-health profiles, such as TPPL and Hybrid-Gel, are positioned to capture additional market share.

Complete Report Scope:

• By Type
  • Absorbent Glass Mat (AGM)
  • Gel
  • Thin-Plate Pure Lead (TPPL)
  • Hybrid-Gel/AGM
• By Application
  • Uninterruptible Power Supply (UPS)
  • Telecom and Data Centers
  • Energy Storage Systems
  • Automotive and Transportation
  • Industrial Equipment
  • Emergency Lighting
  • Medical Devices and Toys
• By End-user
  • Residential
  • Commercial
  • Industrial
  • Utilities
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • NORDIC Countries
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • ASEAN Countries
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • South Africa
    • Egypt
    • Rest of Middle East and Africa

Geography Analysis

In 2025, the Asia-Pacific region accounted for 43.1% of global revenue and is projected to grow at a 5.1% CAGR through 2031. China remains a leader in commodity AGM exports, while India drives domestic growth through residential UPS sales. ASEAN markets show a mixed landscape: Vietnam's two-wheeler market remains 85% lead-acid, whereas Thai government subsidies have reduced the cost gap between lead-acid and lithium-ion batteries to single digits.

In North America, hyperscale data center operators are retrofitting enterprise facilities with TPPL batteries while favoring lithium-ion for new edge builds. Section 45X tax credits allocated USD 184.6 million to EnerSys in FY2025, supporting domestic TPPL production and mitigating reliance on Asian supply chains. However, the expiration of these credits in 2032 raises future concerns.

Europe faces challenges from the EU Battery Regulation, which has increased per-unit costs but also created competitive advantages for established players with closed-loop recycling systems. Reverse-logistics costs have risen by 12-15% due to compliance requirements, impacting overall profitability.

China's VRLA market is stabilizing domestically as lithium-ion batteries gain popularity in urban data centers. Export-oriented manufacturers are focusing on Hybrid-Gel and TPPL variants to capture higher-margin opportunities in the Middle East and Africa.

India added 180 MW of edge data center capacity in 2025, with 68% of installations specifying AGM VRLA batteries due to their durability and compatibility with the grid. In ASEAN, Vietnam's electric two-wheeler market remains predominantly lead-acid at 85%, while Indonesia and Thailand are accelerating lithium-ion adoption through government subsidies.

1. GS Yuasa Corporation
2. Panasonic Corporation
3. Exide Technologies
4. EnerSys
5. C&D Technologies
6. Clarios
7. East Penn Manufacturing
8. Leoch International
9. Amara Raja Batteries
10. Haze Battery Company
11. Narada Power Source
12. Vision Group
13. Koyo Battery
14. B.B. Battery
15. FIAMM Energy Technology
16. Saft ( TotalEnergies )
17. HOPPECKE Batterien
18. Trojan Battery
19. NorthStar Battery
20. Eternity Technologies
21. Other Notable Players

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 Rising demand for reliable back-up power in telecom infrastructure
  • 4.2.2 Data-center & UPS build-outs in Tier-2/3 cities
  • 4.2.3 Renewable micro-grids needing low-CAPEX storage
  • 4.2.4 Cost advantage vs. lithium-ion for <= 3-yr duty cycles
  • 4.2.5 Micro-mobility boom in ASEAN & Africa
  • 4.2.6 Hybrid-gel VRLA designs for 55 °C climates
• 4.3 Market Restraints
  • 4.3.1 Rapid price decline of LFP battery packs
  • 4.3.2 Lead price volatility & stringent recycling directives
  • 4.3.3 Rack-space premium in edge UPS (Below 10 kW)
  • 4.3.4 Premature failures due to maintenance myths
• 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 Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Type
  • 5.1.1 Absorbent Glass Mat (AGM)
  • 5.1.2 Gel
  • 5.1.3 Thin-Plate Pure Lead (TPPL)
  • 5.1.4 Hybrid-Gel/AGM
• 5.2 By Application
  • 5.2.1 Uninterruptible Power Supply (UPS)
  • 5.2.2 Telecom and Data Centers
  • 5.2.3 Energy Storage Systems
  • 5.2.4 Automotive and Transportation
  • 5.2.5 Industrial Equipment
  • 5.2.6 Emergency Lighting
  • 5.2.7 Medical Devices and Toys
• 5.3 By End-user
  • 5.3.1 Residential
  • 5.3.2 Commercial
  • 5.3.3 Industrial
  • 5.3.4 Utilities
• 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 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 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 Rest of Asia-Pacific
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 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 GS Yuasa Corporation
  • 6.4.2 Panasonic Corporation
  • 6.4.3 Exide Technologies
  • 6.4.4 EnerSys
  • 6.4.5 C&D Technologies
  • 6.4.6 Clarios
  • 6.4.7 East Penn Manufacturing
  • 6.4.8 Leoch International
  • 6.4.9 Amara Raja Batteries
  • 6.4.10 Haze Battery Company
  • 6.4.11 Narada Power Source
  • 6.4.12 Vision Group
  • 6.4.13 Koyo Battery
  • 6.4.14 B.B. Battery
  • 6.4.15 FIAMM Energy Technology
  • 6.4.16 Saft ( TotalEnergies )
  • 6.4.17 HOPPECKE Batterien
  • 6.4.18 Trojan Battery
  • 6.4.19 NorthStar Battery
  • 6.4.20 Eternity Technologies
  • 6.4.21 Other Notable Players

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment