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

According to Mordor Intelligence, the automotive lithium-Ion battery market size in 2026 is estimated at USD 75.05 billion, growing from 2025 value of USD 64.17 billion with 2031 projections showing USD 164.21 billion, growing at 16.95% CAGR over 2026-2031.

This report is Segmented by Vehicle Type (Battery Electric Vehicle, Plug-In Hybrid Electric Vehicle and Hybrid Electric Vehicle), Channel Sales Type (OEMs and Aftermarket), Battery Chemistry (NMC, and More), Cell Format (Cylindrical, and More), Capacity Range (Less Than 30 KWh, 30-60 KWh, and More) and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Automotive Lithium Ion Battery Market Trends and Insights

Soaring Global EV Production Mandates by 2030

Regulations include the EU target of 100% zero-emission sales by 2035 and California's requirement that 68% of new light-duty sales be zero-emission by 2030, locking in battery demand irrespective of economic cycles. Nearly 17 million EVs are expected to be sold worldwide in 2024, with China contributing 11 million units. Automakers have announced USD 1.2 trillion in electrification spending through 2030, anchoring long-term demand visibility. The resulting volume unlocks scale economies that accelerate further cost declines across the automotive lithium-ion battery market.

Sharp Cell-Cost Decline from High-Nickel & LMFP Chemistries

Average pack prices fell 14% year-on-year to about USD 152 per kWh in 2024. Chinese producers already quote sub-USD 100 per kWh for optimised LFP lines, enabling automakers to trim vehicle list prices by up to USD 6,000 on mid-range models. High-nickel cathodes deliver 10% higher energy density, while LMFP blends cut material expense 20-30% against legacy NMC. Cost segmentation now creates a two-tier product stack: premium vehicles chase range with nickel-rich cathodes, whereas mass models choose LFP or LMFP for affordability. Announcements of 500 Wh/kg solid-state prototypes foreshadow a density-led pricing pivot that could reshape chemistry preferences by 2027.

Lithium Carbonate Spot-Price Volatility

Prices collapsed 90% from highs of USD 80,000 per tonne to around USD 13,000 in 2024 amid oversupply from new Australian and Chilean mines. Volatility complicates budget planning for non-integrated cell makers and may defer expansion decisions. While oversupply persists, permitting delays and geopolitical risks could tighten the market again by 2025. Vertically integrated firms like BYD, which hold upstream assets, remain insulated from these swings. Smaller producers without hedging capacity face margin risk and potential consolidation pressures.

Other drivers and restraints analyzed in the detailed report include:

1. Gigafactory Over-Supply Securing Pack Availability
2. IRA & EU Battery Regulation Localisation Incentives
3. Fire-Safety Recall Costs Hitting Residual Values

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

Segment Analysis

BEVs contributed 63.12% of 2025 revenue, confirming their status as the anchor segment of the automotive lithium-ion battery market. Commercial fleet adoption of BEV LCVs grows at 34.20% CAGR because mileage-intensive routes unlock fuel-savings payback sooner than consumer segments. Plug-in hybrids maintain a share in rural and developing regions where charging access lags, while conventional hybrids are a bridging technology. Amazon's 100,000-unit Rivian order and FedEx fleet upgrades illustrate how corporate sustainability targets catalyse bulk procurement. Heavy-duty cycles from Tesla Semi and partnerships between Panasonic Energy and Harbinger Motors point to escalating demand for higher-capacity packs and robust thermal systems. Fleet electrification shortens replacement cycles, increasing future aftermarket volumes and deepening the automotive lithium-ion battery market footprint.

The long-haul commercial wave intensifies interest in megawatt-class charging and rugged cell chemistries. Suppliers that tailor prismatic or large-format cylindrical cells for rapid-charge durability position best for these requirements. Governments add momentum through urban emission zones that exclude diesel vans and trucks, making electric alternatives economically inevitable. This regulatory push reduces residual-value uncertainty, giving financiers confidence to underwrite fleet conversions. High-throughput logistics further drive predictive maintenance platforms that monitor pack health and schedule pre-emptive replacements, expanding service-based revenue pools within the automotive lithium-ion battery market.

OEMs generated 80.94% of 2025 battery revenue as new vehicle roll-outs dominated demand. The installed EV park, however, will trigger a pronounced shift once first-generation packs reach end-of-life. Aftermarket sales are growing 31.75% annually as early fleet operators face capacity fade. Independent service networks and recyclers are preparing diagnostic and refurbishment lines to capture value from modules deemed unfit for propulsion but still viable for stationary storage. Right-to-repair statutes in the EU and California force automakers to share diagnostic data, boosting competition in replacement and repurposing. Battery-as-a-Service platforms from NIO and CATL blur boundaries by decoupling pack ownership from vehicle ownership, opening subscription-based revenue streams.

Proprietary battery management software remains the largest barrier for third-party repairers. Secure data gateways and telematics integration are becoming competitive differentiators. Policy makers weighing circular-economy benefits may further open access, especially where battery imports and domestic recycling capacity remain low. Standardisation consortia working on module dimensions and communication protocols could accelerate the aftermarket shift. As these developments converge, the automotive lithium-ion battery market size linked to replacement and second-life use cases is set to expand rapidly through the next decade.

Complete Report Scope:

• By Vehicle Type
  • Battery Electric Vehicle (BEV)
  • Plug-in Hybrid Electric Vehicle (PHEV)
  • Hybrid Electric Vehicle (HEV)
  • Fuel-Cell Electric Vehicle (FCEV)
• By Channel Sales Type
  • OEMs
  • Aftermarket
• By Battery Chemistry
  • NMC
  • LFP
  • NCA
  • LMFP / LFMP
  • LTO
• By Cell Format
  • Cylindrical
  • Prismatic
  • Pouch
• By Capacity Range
  • Less than 30 kWh
  • 30-60 kWh
  • 60-90 kWh
  • More than 90 kWh
• By Geography
  • North America
    • United States
    • Canada
    • Rest of North America
  • South America
    • Brazil
    • Chile
    • Rest of South America
  • Europe
    • Germany
    • France
    • United Kingdom
    • Norway
    • Netherlands
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Rest of Asia-Pacific
  • Middle East & Africa
    • UAE
    • Saudi Arabia
    • South Africa
    • Rest of Middle East & Africa

Geography Analysis

Asia-Pacific retained a 48.10% share in 2025, anchored by China's dominance across cell production, precursor processing, and anode active material supply. Policy-driven domestic demand combines export-oriented gigafactory strategies, allowing regional producers like CATL and BYD to scale aggressively while hedging trade risks. Japan is repositioning through Panasonic Energy joint ventures with Subaru and Mazda, aiming to cut reliance on Chinese imports while preserving technology leadership. South Korea's trio of LG Energy Solution, Samsung SDI, and SK On held 18.4% global share, bridging Chinese cost leadership and Western localisation needs.

South America registers the fastest expansion at 28.75% CAGR. Brazil recorded 177,358 electrified sales in 2024, with BYD leading deliveries, highlighting how cost-competitive Chinese players penetrate value-conscious markets. Chile's status as the second-largest lithium producer, coupled with favourable royalty frameworks, draws investment in local cathode and cell projects. The region's electric bus fleets-BYD holds majority of the share-seed charging infrastructure and familiarise consumers with battery propulsion, reinforcing passenger-car adoption. Government programs like Brazil's Mover initiative enforce stricter emission norms, providing a stable policy backdrop through 2030.

North America and Europe focus on cutting Chinese exposure while scaling home-grown factories. The United States' Inflation Reduction Act fosters an automotive lithium-ion battery market size surplus by 2030, positioning the region as a potential exporter. Europe's EUR 180 billion gigafactory roster targets self-sufficiency by 2026, though high energy tariffs and complex permitting slow ramp-ups. Emerging hubs in Morocco and the United Arab Emirates market renewable power advantages to attract cathode and pack investment, signalling that the automotive lithium-ion battery market will become increasingly multipolar.

1. Contemporary Amperex Technology (CATL)
2. LG Energy Solution
3. Panasonic Energy
4. BYD Co. Ltd.
5. Samsung SDI
6. SK On
7. CALB Group
8. EVE Energy
9. Farasis Energy
10. Gotion High-Tech
11. Envision AESC
12. SVOLT Energy
13. Tianjin Lishen
14. GS Yuasa
15. Toshiba Corp.
16. Hitachi Astemo
17. Optimum Nano
18. Microvast
19. StoreDot
20. QuantumScape

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 Soaring global EV production mandates by 2030
  • 4.2.2 Sharp cell-cost decline from high-nickel & LMFP chemistries
  • 4.2.3 Gigafactory over-supply securing pack availability
  • 4.2.4 IRA & EU Battery Regulation localisation incentives
  • 4.2.5 OEM-led closed-loop recycling partnerships
  • 4.2.6 Vehicle-to-grid monetisation models for fleets
• 4.3 Market Restraints
  • 4.3.1 Lithium carbonate spot-price volatility
  • 4.3.2 Fire-safety recall costs hitting residual values
  • 4.3.3 Slow-moving permitting for new raw-material mines
  • 4.3.4 Consumer concern over ethical cobalt sourcing
• 4.4 Value / 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 (Value (USD))

• 5.1 By Vehicle Type
  • 5.1.1 Battery Electric Vehicle (BEV)
  • 5.1.2 Plug-in Hybrid Electric Vehicle (PHEV)
  • 5.1.3 Hybrid Electric Vehicle (HEV)
  • 5.1.4 Fuel-Cell Electric Vehicle (FCEV)
• 5.2 By Channel Sales Type
  • 5.2.1 OEMs
  • 5.2.2 Aftermarket
• 5.3 By Battery Chemistry
  • 5.3.1 NMC
  • 5.3.2 LFP
  • 5.3.3 NCA
  • 5.3.4 LMFP / LFMP
  • 5.3.5 LTO
• 5.4 By Cell Format
  • 5.4.1 Cylindrical
  • 5.4.2 Prismatic
  • 5.4.3 Pouch
• 5.5 By Capacity Range
  • 5.5.1 Less than 30 kWh
  • 5.5.2 30-60 kWh
  • 5.5.3 60-90 kWh
  • 5.5.4 More than 90 kWh
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Rest of North America
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Chile
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 France
    • 5.6.3.3 United Kingdom
    • 5.6.3.4 Norway
    • 5.6.3.5 Netherlands
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 South Korea
    • 5.6.4.4 India
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle East & Africa
    • 5.6.5.1 UAE
    • 5.6.5.2 Saudi Arabia
    • 5.6.5.3 South Africa
    • 5.6.5.4 Rest of Middle East & Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Overview, Market Overview, Core Segments, Financials, Strategic Information, Market Rank/Share, Products & Services, Recent Developments)
  • 6.4.1 Contemporary Amperex Technology (CATL)
  • 6.4.2 LG Energy Solution
  • 6.4.3 Panasonic Energy
  • 6.4.4 BYD Co. Ltd.
  • 6.4.5 Samsung SDI
  • 6.4.6 SK On
  • 6.4.7 CALB Group
  • 6.4.8 EVE Energy
  • 6.4.9 Farasis Energy
  • 6.4.10 Gotion High-Tech
  • 6.4.11 Envision AESC
  • 6.4.12 SVOLT Energy
  • 6.4.13 Tianjin Lishen
  • 6.4.14 GS Yuasa
  • 6.4.15 Toshiba Corp.
  • 6.4.16 Hitachi Astemo
  • 6.4.17 Optimum Nano
  • 6.4.18 Microvast
  • 6.4.19 StoreDot
  • 6.4.20 QuantumScape

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment