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

According to Mordor Intelligence, the Southeast Asia battery market size is expected to grow from USD 6.52 billion in 2025 to USD 7.07 billion in 2026 and is forecast to reach USD 11.20 billion by 2031 at 9.63% CAGR over 2026-2031.

This report Segments the Industry Into Battery Type (Primary Batteries and Secondary Batteries), Technology (Lead-Acid, Lithium-Ion, Nickel-Metal Hydride, Nickel-Cadmium, Sodium-Sulfur, Solid-State, and More), Application (Automotive, Industrial, Portable, Power Tools, SLI, and Others), and Geography (Indonesia, Malaysia, Philippines, Singapore, Thailand, Vietnam, Myanmar, and Rest of Southeast Asia).

Southeast Asia Battery Market Trends and Insights

Rapid EV-Adoption Incentives Across ASEAN

Fiscal packages are compressing ownership costs for battery electric vehicles and pushing automakers to source cells locally. Indonesia waived luxury-goods tax on EVs priced below IDR 1.5 billion in 2024, prompting Hyundai and BYD to boost local assembly. Thailand extended its EV 3.5 scheme through 2027 and ties eight-year corporate income-tax holidays to domestic pack production. Vietnam's Decision 876 sets a 5% penetration target by 2030, front-loading charging-infrastructure subsidies that cut the total cost of ownership by about 15%. Malaysia's Low Carbon Mobility Blueprint exempts EVs from excise duty until 2025, though deployment trails Indonesia and Thailand. Policymakers are thus shortening supply chains and drawing cell, module, and pack lines closer to end-markets.

Telecom 5G Tower Back-Up Demand Spike

Fifth-generation base stations draw two to three times more energy than 4G, motivating operators to swap diesel gensets for lithium-ion cabinets. Smart Axiata retrofitted 1,200 Cambodian towers in 2024, cutting fuel spend by 60% and abating 8,000 t of CO2 annually. Thailand's AIS and True Corp are piloting solar-battery hybrids at rural sites to counter erratic grid service. EnerSys launched cabinets that hold cell temperature under 35 °C to curb capacity fade in tropical heat. Regulatory uptime mandates in Singapore obligate telecoms to maintain 99.9% service, effectively requiring high-reliability storage at key nodes. Faster recharge, smaller footprints, and lower maintenance costs are driving lithium-ion adoption ahead of automotive timelines in this niche.

High Li-Ion Capex Versus Legacy Chemistries

Lithium-ion gigafactories cost USD 100 million to USD 150 million per GWh, versus USD 20 million to USD 40 million for lead-acid lines. This gap explains why regional firms such as Malaysia's Favelle Favco and Indonesia's PT Nipress keep expanding lead-acid capacity to serve price-sensitive commercial-vehicle and stationary-backup buyers. Indonesia and Thailand offer multi-year tax holidays and subsidized land, yet world-class plants still need USD 5 billion to USD 10 billion, forcing local conglomerates into foreign joint ventures. Solid-state and flow-battery formats carry even steeper upfront costs because they require specialty production tools and unproven yields, limiting early adoption to large incumbents with deep R&D budgets.

Other drivers and restraints analyzed in the detailed report include:

1. Grid-Scale Solar+Storage Roll-Outs
2. Regional Supply-Chain Relocation From China
3. Under-Developed Recycling Ecosystem

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

Segment Analysis

Secondary batteries accounted for 77.8% of 2025 revenue, with the segment tracking a 10.5% CAGR on the back of electric-vehicle, grid-storage, and telecom installations that require thousands of charge cycles. Primary formats remain in remote sensors and emergency gear, but are losing ground as microgrid deployment spreads. Vietnam's battery-swapping mesh, led by VinFast, underscores how recurring-use designs stretch pack utilization and drive throughput in the Southeast Asia battery market. Regulatory proposals such as Singapore's planned levy on single-use cells further tip the balance toward rechargeables.

Solid-state prototypes from Samsung SDI and Toyota exceed 500 Wh per kg and target 3,000-cycle life, signaling a medium-term bridge to even higher rechargeable share. Manufacturing yields below 80% and triple the cost of lithium-ion confines early deployments to premium EVs and aerospace. Nonetheless, longer range and thermal stability make solid-state a credible disruptor of the Southeast Asia battery market over the next decade.

Complete Report Scope:

• By Battery Type
  • Primary Batteries
  • Secondary Batteries
• By Technology
  • Lead-acid
  • Li-ion
  • Nickel-metal hydride
  • Nickel-cadmium
  • Sodium-sulfur
  • Solid-state
  • Flow Battery
  • Emerging chemistries
• By Application
  • Automotive (HEV, PHEV, and EV)
  • Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • Portable (Consumer Electronics, etc.)
  • Power Tools
  • SLI
  • Other Applications
• By Geography
  • Indonesia
  • Malaysia
  • Philippines
  • Singapore
  • Thailand
  • Vietnam
  • Myanmar
  • Rest of Southeast Asia

List of Companies Covered in this Report:

1. BYD Co. Ltd.
2. CATL
3. C&D Technologies Inc.
4. Clarios
5. East Penn Manufacturing Co. Inc.
6. Exide Industries Ltd.
7. FIAMM Energy Technology SpA
8. GS Yuasa Corporation
9. LG Energy Solution
10. Panasonic Holdings Corp.
11. Samsung SDI Co. Ltd.
12. Saft Groupe SA
13. Tesla Inc.
14. Tianjin Lishen Battery Co. Ltd.
15. Leoch International
16. Narada Power
17. EVE Energy
18. Gotion High-Tech
19. Vision Group
20. VARTA AG

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 Rapid EV-adoption incentives across ASEAN
  • 4.2.2 Telecom 5G tower back-up demand spike
  • 4.2.3 Grid-scale solar+storage roll-outs
  • 4.2.4 Regional supply-chain relocation from China
  • 4.2.5 Battery-swapping for 2-W & 3-W e-mobility
  • 4.2.6 Nickel-laterite mining for precursor self-sufficiency
• 4.3 Market Restraints
  • 4.3.1 High Li-ion capex vs legacy chemistries
  • 4.3.2 Under-developed recycling ecosystem
  • 4.3.3 Bilateral PPA policy uncertainty
  • 4.3.4 Stricter haz-mat shipping rules after fire incidents
• 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 Type
  • 5.1.1 Primary Batteries
  • 5.1.2 Secondary Batteries
• 5.2 By Technology
  • 5.2.1 Lead-acid
  • 5.2.2 Li-ion
  • 5.2.3 Nickel-metal hydride
  • 5.2.4 Nickel-cadmium
  • 5.2.5 Sodium-sulfur
  • 5.2.6 Solid-state
  • 5.2.7 Flow Battery
  • 5.2.8 Emerging chemistries
• 5.3 By Application
  • 5.3.1 Automotive (HEV, PHEV, and EV)
  • 5.3.2 Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • 5.3.3 Portable (Consumer Electronics, etc.)
  • 5.3.4 Power Tools
  • 5.3.5 SLI
  • 5.3.6 Other Applications
• 5.4 By Geography
  • 5.4.1 Indonesia
  • 5.4.2 Malaysia
  • 5.4.3 Philippines
  • 5.4.4 Singapore
  • 5.4.5 Thailand
  • 5.4.6 Vietnam
  • 5.4.7 Myanmar
  • 5.4.8 Rest of Southeast Asia

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 BYD Co. Ltd.
  • 6.4.2 CATL
  • 6.4.3 C&D Technologies Inc.
  • 6.4.4 Clarios
  • 6.4.5 East Penn Manufacturing Co. Inc.
  • 6.4.6 Exide Industries Ltd.
  • 6.4.7 FIAMM Energy Technology SpA
  • 6.4.8 GS Yuasa Corporation
  • 6.4.9 LG Energy Solution
  • 6.4.10 Panasonic Holdings Corp.
  • 6.4.11 Samsung SDI Co. Ltd.
  • 6.4.12 Saft Groupe SA
  • 6.4.13 Tesla Inc.
  • 6.4.14 Tianjin Lishen Battery Co. Ltd.
  • 6.4.15 Leoch International
  • 6.4.16 Narada Power
  • 6.4.17 EVE Energy
  • 6.4.18 Gotion High-Tech
  • 6.4.19 Vision Group
  • 6.4.20 VARTA AG

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment