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

According to Mordor Intelligence, the automotive battery market size was valued at USD 130.42 billion in 2025 and is estimated at USD 153.67 billion in 2026, and is forecast to reach USD 349.23 billion by 2031 at a 17.84% CAGR over 2026-2031.

This report is Segmented by Battery Type (Lead-Acid, Lithium-Ion, and More), Vehicle Type (Passenger Cars, Commercial Vehicles, and More), Drive Type (Internal Combustion Engine (SLI and Start-Stop), Hybrid (HEV and PHEV), and More), Application (Starting-Lighting-Ignition (SLI), Propulsion, and More), Sales Channel, and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Automotive Battery Market Trends and Insights

Surging EV Production and Sales

Global EV sales exceeded 20 million units in 2025, and electric cars accounted for 25% of all cars sold worldwide, which materially lifted the volume base for the automotive battery market across both passenger and commercial platforms. China remained the dominant engine of this expansion, with domestic new energy vehicle penetration moving above 50% in 2025 and then above 60% in December 2025, which kept local battery demand high across mainstream and premium vehicle categories . The demand effect is no longer explained by vehicle counts alone because electric commercial trucks require much larger battery packs, and CATL stated in late 2025 that one battery-electric heavy truck can carry battery capacity equal to 3 to 4 passenger cars. That changes procurement behavior because a smaller number of fleet wins can generate a much larger call on cell output, pack assembly, logistics planning, and future replacement services than passenger vehicle contracts of similar unit size. The growth base is also becoming more geographically distributed, as Brazil's EV market doubled to 125,000 units in 2024 and local production activity started moving into 2026, which supports a broader manufacturing footprint for the automotive battery market beyond China-centric growth patterns. As a result, suppliers that can serve both passenger vehicles and high-capacity fleet platforms are positioned to capture a larger share of incremental GWh demand even if their unit volumes do not lead the market.

Government Incentives and Emission Norms

Policy remains one of the clearest demand anchors for the automotive battery market because incentive design now affects where cells are made, how supply chains are documented, and which producers can qualify for local sourcing benefits. In the United States, the advanced manufacturing production credit under Section 45X continues to support domestic cell and module output, which keeps plant investment active even when consumer demand signals move unevenly across vehicle segments. In Europe, Regulation (EU) 2023/1542 established a binding framework for carbon footprint disclosure, recycled content, due diligence, labeling, and digital battery passport requirements, which shifts battery competition away from price alone and toward compliance readiness. These rules matter because they raise the cost of weak traceability and reward suppliers that can certify sourcing, recycling, and performance data early in the vehicle program cycle. The practical effect is that battery suppliers are now being assessed not only on chemistry and capacity but also on whether they can protect OEM access to regulated end markets over the life of each vehicle platform. That makes regulation a continuing demand support for the automotive battery market, even in periods when retail EV adoption temporarily varies by country or subsidy structure.

Critical Mineral Supply Volatility

Critical minerals remain a structural restraint on the automotive battery market because lithium, nickel, and cobalt supply chains are still more concentrated than vehicle demand itself. The International Energy Agency reported that the top 3 refining countries accounted for the majority of global cobalt refining capacity, which means downstream battery producers remain exposed to disruptions that originate far upstream in a limited number of countries. This concentration matters even when battery makers diversify chemistry because mineral exposure does not disappear; it simply shifts from one material mix to another and can still affect cathodes, pricing, or qualifying supply volumes. The practical result is that procurement teams now place more value on long-term offtake security, recycling pathways, and chemistry optionality than they did when lithium-ion growth was starting from a smaller base. It also explains why LFP has gained strategic weight, since it reduces cobalt exposure and helps producers manage part of the volatility that has historically weighed more heavily on nickel-rich systems. Even so, the automotive battery market will remain sensitive to upstream shocks because mining, refining, and processing capacity still scale more slowly than demand for electrified mobility.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Decline in Li-Ion Price/kWh
2. Vehicle-To-Grid Pilots Boosting Second-Life Demand
3. Thermal-Runaway Recalls and Safety Perceptions

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

Segment Analysis

Lead-Acid held 48.72% of revenue in 2025, which shows that the automotive battery market still depends heavily on the installed global ICE fleet and its recurring replacement cycle for starting, lighting, and ignition systems. This position remains durable because a very large vehicle parc continues to require low-cost and widely available 12V batteries, and replacement demand is less cyclical than new vehicle production. The segment also benefits from familiar service networks, strong recycling economics, and standardized fitment across many established vehicle platforms, which keep it commercially relevant even as EV penetration rises. At the same time, the operating role of lead-acid is narrowing in some newer vehicle architectures because start-stop systems and low-voltage support applications increasingly reward better cycle life and faster recharge performance. That means Lead-Acid still anchors volume, but the automotive battery market is steadily assigning more future value to chemistries that support electrified platforms and higher energy throughput.

Lithium-ion remains the main growth engine inside the automotive battery market because it serves BEV propulsion, a rising share of PHEV requirements, and a growing number of 12V auxiliary and start-stop upgrades. Nickel-Metal Hydride still holds a niche role in conventional hybrids, especially where OEMs continue to favor proven HEV architectures and modest battery sizing over full battery-electric transitions. The Others segment is projected to grow at 18.06% CAGR through 2031, which reflects a broader industry push to reduce dependence on a narrow set of mineral pathways and to improve cold-weather performance, safety, or cost flexibility. CATL stated in May 2026 that its Naxtra sodium-ion battery will enter mass production by the end of 2026, which gives the segment a concrete near-term anchor rather than only a laboratory narrative CATL. That matters for the automotive battery industry because chemistry diversification is moving from strategic discussion into product planning, and that will gradually reshape how manufacturers balance cost, raw material exposure, and vehicle fit across the forecast period.

Passenger Cars held 70.05% of revenue in 2025, which kept them as the largest contributor to the automotive battery market because EV adoption is still led by mainstream and premium passenger vehicle volumes in China, Europe, and North America. This dominance reflects a broad installed base across ICE, hybrid, and battery-electric drivetrains, which means passenger cars draw demand from both replacement batteries and original equipment programs. The segment is also where policy support, charging access, and consumer model choice are currently the most developed, which helps it retain scale even as adoption rates vary across countries. Even so, passenger car demand no longer tells the whole story because battery intensity per vehicle differs sharply across segments, and that is changing where suppliers find incremental GWh growth. As the automotive battery market matures, suppliers that focus only on car volumes may miss the stronger energy demand now emerging from larger vehicle platforms.

Commercial Vehicles is projected to expand at 18.61% CAGR through 2031, and that growth carries unusual weight because each fleet vehicle can require far more battery capacity than a typical passenger car. CATL noted in late 2025 that one battery-electric heavy truck can carry battery capacity equal to 3 to 4 passenger cars, which means fleet electrification can reshape capacity planning even before it dominates unit sales. This is why municipal fleets, logistics operators, buses, and urban delivery programs have become strategically important accounts for battery suppliers despite their smaller vehicle counts. Two-wheelers also matter in Asia because they widen the electrification base and add large unit volumes in lower-cost mobility segments, even when pack sizes are modest. Off-highway equipment remains a smaller category, but tightening emissions rules and early procurement activity suggest that specialized work vehicles will become a more visible demand pocket for the automotive battery market over time.

Complete Report Scope:

• By Battery Type
  • Lead-Acid
  • Lithium-ion
  • Nickel-Metal Hydride
  • Others (Li-S, Na-ion, Zinc-air)
• By Vehicle Type
  • Passenger Cars
    • Hatchback
    • Sedan
    • Multi-Purpose Vehicle and Sport-Utility Vehicle
  • Commercial Vehicles
    • Light Commercial Vehicles
    • Medium and Heavy Trucks
    • Bus and Coach
  • Two-Wheelers
  • Off-Highway
    • Construction Equipment
    • Agricultural Machinery
• By Drive Type
  • Internal Combustion Engine (SLI and Start-Stop)
  • Hybrid (HEV and PHEV)
  • Battery Electric Vehicle (BEV)
  • Fuel-Cell Electric Vehicle (FCEV)
• By Application
  • Starting-Lighting-Ignition (SLI)
  • Propulsion
  • Start-Stop
  • Auxiliary/12 V Systems
  • Battery-as-a-Service / Swap
• By Sales Channel
  • OEM
  • Aftermarket
• By Geography
  • North America
    • United States
    • Canada
    • Rest of North America
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • France
    • United Kingdom
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Rest of Asia-Pacific
  • Middle-East and Africa
    • United Arab Emirates
    • Saudi Arabia
    • Egypt
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

Asia-Pacific held 42.68% of revenue in 2025, which made it the largest regional contributor to the automotive battery market and confirmed the region's lead in both manufacturing scale and EV adoption. China anchors that position because domestic new energy vehicle penetration moved above 60% in December 2025, which kept vehicle demand, battery production, and supplier activity tightly linked in one large market. This matters because local battery makers benefit from proximity to automakers, dense supplier ecosystems, and a domestic market large enough to absorb rapid product cycles and scale advantages. Japan and South Korea remain important in the automotive battery market, but their path is more technology-led than cost-led, with stronger emphasis on differentiated chemistries, premium applications, and strategic R&D rather than mass-market price leadership. China is also tightening end-of-life governance, and the Ministry of Industry and Information Technology moved in 2026 toward stronger full-chain traceability for retired power batteries, which supports more formal recycling and reuse systems over time.

Europe and North America together form the next major demand center for the automotive battery market, but the two regions are moving through the current cycle in different ways. Europe remains strongly policy-shaped, with battery regulation, carbon disclosure, due diligence, and battery passport requirements pushing suppliers to build more transparent and regionally compliant value chains. That regulatory structure supports long-term localization, but it also raises operating expectations for manufacturers that want durable access to European OEM programs and aftermarket channels. North America is more dependent on the balance between local manufacturing support and retail demand conditions, and Section 45X continues to support domestic cell production even when vehicle sales mix changes across powertrain types. The Northvolt failure also shaped regional thinking because it showed that capital alone does not ensure cost competitiveness, especially when Chinese producers retain stronger scale and established learning curves across the automotive battery market.

South America is projected to grow at 18.01% CAGR through 2031, which makes it the fastest-growing region as tariff-led localization and urban EV adoption begin to reinforce each other. Brazil is the center of that shift because its EV market has grown quickly and the tariff structure has pushed Chinese automakers such as BYD and GWM toward local production plans that should deepen regional supply chains. The Middle East and Africa remain earlier-stage regions, but policy-led fleet procurement and trade access are making them more relevant to future battery assembly, EV distribution, and service networks. That leaves the automotive battery market with a clear geographic pattern, Asia-Pacific sets the scale, Europe and North America shape compliance and localization, and South America provides the sharpest growth runway during the forecast period.

1. Contemporary Amperex Technology Co., Limited (CATL)
2. LG Energy Solution
3. Panasonic Energy Co., Ltd.
4. BYD Co. Ltd.
5. Samsung SDI Co., Ltd.
6. Clarios
7. GS Yuasa Corporation
8. VARTA AG
9. Exide Technologies
10. EnerSys
11. A123 Systems Corp.
12. Prime Planet Energy & Solutions, Inc.
13. Robert Bosch GmbH
14. SK On
15. EVE Energy Co., Ltd.
16. Farasis Energy
17. SVOLT Energy Technology Co., Ltd
18. Saft Groupe SA

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and 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 Surging Electric Vehicle Production and Sales
  • 4.2.2 Government Incentives and Emission Norms
  • 4.2.3 Rapid Decline in Li-Ion Price/kWh
  • 4.2.4 Vehicle-To-Grid Pilots Boosting Second-Life Demand
  • 4.2.5 Localization Via IRA/EU Battery Reg. Gigafactory Subsidies
  • 4.2.6 Growing Demand for 12 V Li-Ion Start-Stop Replacements
• 4.3 Market Restraints
  • 4.3.1 Critical Mineral Supply Volatility
  • 4.3.2 Thermal-Runaway Recalls and Safety Perceptions
  • 4.3.3 Solid-State and Na-Ion Tech Risk Stranding Current Assets
  • 4.3.4 Recycling Over-Capacity Pressuring Margins
• 4.4 Value / 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 Intensity of Competitive Rivalry

5 Market Size and Growth Forecasts (Value in USD)

• 5.1 By Battery Type
  • 5.1.1 Lead-Acid
  • 5.1.2 Lithium-ion
  • 5.1.3 Nickel-Metal Hydride
  • 5.1.4 Others (Li-S, Na-ion, Zinc-air)
• 5.2 By Vehicle Type
  • 5.2.1 Passenger Cars
    • 5.2.1.1 Hatchback
    • 5.2.1.2 Sedan
    • 5.2.1.3 Multi-Purpose Vehicle and Sport-Utility Vehicle
  • 5.2.2 Commercial Vehicles
    • 5.2.2.1 Light Commercial Vehicles
    • 5.2.2.2 Medium and Heavy Trucks
    • 5.2.2.3 Bus and Coach
  • 5.2.3 Two-Wheelers
  • 5.2.4 Off-Highway
    • 5.2.4.1 Construction Equipment
    • 5.2.4.2 Agricultural Machinery
• 5.3 By Drive Type
  • 5.3.1 Internal Combustion Engine (SLI and Start-Stop)
  • 5.3.2 Hybrid (HEV and PHEV)
  • 5.3.3 Battery Electric Vehicle (BEV)
  • 5.3.4 Fuel-Cell Electric Vehicle (FCEV)
• 5.4 By Application
  • 5.4.1 Starting-Lighting-Ignition (SLI)
  • 5.4.2 Propulsion
  • 5.4.3 Start-Stop
  • 5.4.4 Auxiliary/12 V Systems
  • 5.4.5 Battery-as-a-Service / Swap
• 5.5 By Sales Channel
  • 5.5.1 OEM
  • 5.5.2 Aftermarket
• 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 Argentina
    • 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 Italy
    • 5.6.3.5 Spain
    • 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 India
    • 5.6.4.4 South Korea
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle-East and Africa
    • 5.6.5.1 United Arab Emirates
    • 5.6.5.2 Saudi Arabia
    • 5.6.5.3 Egypt
    • 5.6.5.4 South Africa
    • 5.6.5.5 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Contemporary Amperex Technology Co., Limited (CATL)
  • 6.4.2 LG Energy Solution
  • 6.4.3 Panasonic Energy Co., Ltd.
  • 6.4.4 BYD Co. Ltd.
  • 6.4.5 Samsung SDI Co., Ltd.
  • 6.4.6 Clarios
  • 6.4.7 GS Yuasa Corporation
  • 6.4.8 VARTA AG
  • 6.4.9 Exide Technologies
  • 6.4.10 EnerSys
  • 6.4.11 A123 Systems Corp.
  • 6.4.12 Prime Planet Energy & Solutions, Inc.
  • 6.4.13 Robert Bosch GmbH
  • 6.4.14 SK On
  • 6.4.15 EVE Energy Co., Ltd.
  • 6.4.16 Farasis Energy
  • 6.4.17 SVOLT Energy Technology Co., Ltd
  • 6.4.18 Saft Groupe SA

7 Market Opportunities and Future Outlook