배터리 케이스 재료 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the battery casing materials market was valued at USD 7.46 billion in 2025 and is estimated to grow from USD 8.21 billion in 2026 to reach USD 13.26 billion by 2031, at a CAGR of 10.06% during the forecast period (2026-2031).

Global Battery Casing Materials Market Trends and Insights

Accelerating Electric Vehicle Production

Global electric vehicle sales exceeded 20 million units in 2025 and are projected to reach 23.3 million in 2026, supported by China, Europe, Southeast Asia, India, and Latin America. Battery electric vehicles use aluminum across battery enclosures, structural frames, and thermal-management components, making production growth relevant to material demand. Electric truck sales more than doubled in 2025 and represented 9% of worldwide truck sales, adding demand from vehicles with larger battery packs. Chinese producers supplied nearly 75% of global electric car production in 2025, concentrating sourcing while encouraging suppliers to build capacity in North America and Europe. This production scale supports the battery casing materials market because every pack requires structural containment, sealing, and thermal interfaces. Local manufacturing programs can also reduce logistics exposure for enclosure suppliers serving regional vehicle programs.

Rising Demand for Lightweight Battery Structures

Lower casing mass can improve vehicle range efficiency, which is increasing interest in multi-material battery housings. Hybrid nanocomposites using carbon fiber, glass fiber, graphene nanoplatelets, and bio-based epoxy achieved up to 45% lower weight than metallic equivalents in research published in 2026. Constellium's ALIVE project, concluded in 2024, demonstrated 12%-35% weight savings while meeting side-pole crash, bottom-intrusion, and vibration requirements. Research in the International Journal of Automotive Science and Technology found that carbon-fiber-reinforced polymer provided higher specific energy absorption than aluminum above 100 kilometers per hour. The battery casing materials market, therefore, has scope for hybrid designs where aluminum alone cannot meet weight, safety, and manufacturing needs. Original equipment manufacturers are likely to assess material choice alongside crash performance and repairability rather than weight alone.

High Material and Qualification Costs for Advanced Enclosures

Advanced polymer composite and multi-material enclosures can cost 30%-60% more per unit than comparable stamped aluminum designs in high-volume production. This cost difference limits their use in programs that cannot support a premium material bill. SGL Carbon reported a significant revenue decline from weak automotive demand in July 2026 and did not expect a meaningful near-term recovery. Qualification processes under United Nations 38.3, International Electrotechnical Commission 62619, and original equipment manufacturer crash protocols typically take 18-36 months. Those timelines raise capital at risk for suppliers introducing unfamiliar material systems. The battery casing materials market faces this cost burden mainly among material producers and Tier 1 suppliers, while a production award remains uncertain.

Other drivers and restraints analyzed in the detailed report include:

1. Higher Fast-Charging and Thermal-Management Requirements
2. Expansion of Stationary Energy Storage Systems
3. Complex Thermal-Runaway and Crash-Safety Validation

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

Segment Analysis

Aluminum held 52.38% of the battery casing materials market share in 2025, supported by its strength-to-weight ratio, thermal conductivity, corrosion resistance, and established global supply chain. Constellium, Novelis, Norsk Hydro ASA, and UACJ Corporation supply aluminum products used in battery enclosure systems. Constellium's ALIVE project showed 12%-35% weight savings over baseline designs while meeting crash, vibration, and leak-test requirements. Aluminum alloys remain embedded in high-volume electric vehicle platforms because manufacturers can form, join, and source them at scale. The thyssenKrupp AG has positioned its selectrify steel housing as nearly weight-neutral against aluminum at a lower material cost.

Polymer composites are projected to advance at a 12.80% CAGR through 2031, the fastest rate among materials in the battery casing materials market. Thermoplastic solutions combine recyclability with injection-molding economics, which can support broader use in complex part designs. Trinseo launched a thermoplastic polycarbonate unidirectional tape-based battery top cover in May 2026 in 1.0 mm and 1.5 mm thin-wall configurations. A hybrid composite battery housing that used Tepex dynalite glass-fiber sheets and a flame-retardant polypropylene (PP) STAMAX tray core delivered 10%-20% weight reduction and 46% lower cost than traditional designs. The EU Battery Regulation 2023/1542, which requires cell-level repairability and recyclability from 2027, favors solutions that can be disassembled without damage.

Lithium-ion batteries held 70.16% share in 2025, reflecting their established use in electric vehicles and stationary deployments. CATL supplied 80% of electric truck batteries in China in 2025 and led commercial CTP pack deployment. Each lithium-ion pack architecture requires an enclosure matched to its cell geometry and thermal profile. The first 1,000-volt vehicle models in China appeared in 2025, supporting material-quality upgrades within high-voltage battery systems. Lead-acid batteries remain relevant in industrial backup power, though lithium chemistries have been extending into lower-cost uses in the battery casing materials market.

Sodium-ion batteries are projected to advance at an 11.15% CAGR through 2031, making them the fastest-growing battery-type segment. Chalmers University of Technology estimated global sodium-ion production at 70 gigawatt-hours in 2025 and projected it to reach 250 gigawatt-hours by 2030. Sodium-ion systems present a separate enclosure specification where fire safety and material compatibility can be important. This opening gives suppliers a reason to develop housings that are not limited to lithium-ion battery requirements.

Complete Report Scope:

• By Material
  • Aluminum
  • Steel
  • Engineering Plastics
  • Polymer Composites
  • Other Materials (Stainless Steel, Magnesium Alloys, Hybrid Metal-Polymer Structures)
• By Battery Type
  • Lithium-Ion Batteries
  • Sodium-Ion Batteries
  • Lead-Acid Batteries
  • Other Battery Types (Nickel-Based Batteries, Solid-State Batteries, Flow Batteries)
• By Cell Format
  • Prismatic Cells
  • Cylindrical Cells
  • Pouch Cells
  • Other Cell Formats (Coin and Button Cells)
• By Application
  • Electric Vehicles
  • Energy Storage Systems
  • Consumer Electronics
  • Other Applications (Industrial Batteries, Aerospace and Defense, Marine, Medical Devices)
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

Asia-Pacific held 37.09% share in 2025 and is projected to advance at an 11.22% CAGR through 2031. China produced nearly 75% of the world's electric cars in 2025 and accounted for more than 80% of global battery cell production. This vertically integrated base creates demand from active materials through pack assembly. India's electric two-wheeler and three-wheeler segment grew more than 30% year over year in the first quarter of 2026. LG Energy Solution and SK On are commercializing pouch CTP architectures in South Korea, while UACJ Corporation supplies precision cold-rolled aluminum to domestic and international battery manufacturers from Japan.

In North America, U.S. battery energy storage deployments are projected to rise to 70 gigawatt-hours and 35 gigawatts in 2026 from 57 gigawatt-hours in 2025. This buildout represented USD 25.2 billion in capital investment and supports demand for fire-rated outdoor enclosure systems. Minth Group announced a USD 430 million investment in Gadsden, Alabama, in March 2026 to expand its U.S. manufacturing footprint. Europe's battery electric vehicle production grew 36% in the first quarter of 2026, while the EU Battery Regulation is steering developers toward modular and reversibly fastened battery designs.

South America, and Middle-East and Africa remain emerging geographies for the battery casing materials market. Latin American electric vehicle sales rose 75% in 2025 and are projected to grow a further 45% in 2026, with Brazil and Argentina supporting regional demand. Saudi Arabia's industrial strategy includes electric vehicle manufacturing ambitions, while South Africa's mining and utility sectors are deploying large-format battery energy storage systems for grid stabilization. Both regions rely on imported enclosure assemblies, but local-content requirements can gradually support production closer to end-use assembly.

1. BENTELER International Austria GmbH
2. Constellium
3. Covestro AG
4. Gestamp Automocion, S.A.
5. Granges
6. Kautex
7. LANXESS
8. Magna International Inc.
9. Minth Group
10. Nemak
11. Norsk Hydro ASA
12. Novelis
13. SABIC
14. SGL Carbon
15. Teijin Limited
16. thyssenkrupp AG
17. Trinseo
18. UACJ Corporation

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 Accelerating Electric Vehicle Production
  • 4.2.2 Rising Demand for Lightweight Battery Structures
  • 4.2.3 Higher Fast-Charging and Thermal-Management Requirements
  • 4.2.4 Expansion of Stationary Energy Storage Systems
  • 4.2.5 Battery-Pack Architecture Migration to Cell-to-Pack Designs
  • 4.2.6 Increasing Demand for Repairable, Recyclable Enclosures
• 4.3 Market Restraints
  • 4.3.1 High Material and Qualification Costs for Advanced Enclosures
  • 4.3.2 Complex Thermal-Runaway and Crash-Safety Validation
  • 4.3.3 Limited Recycling Infrastructure for Multi-Material Casings
  • 4.3.4 Design Lock-In From Rapidly Changing Cell Formats and Pack Architectures
• 4.4 Value and Supply-Chain Analysis
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Bargaining Power of Buyers
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Material
  • 5.1.1 Aluminum
  • 5.1.2 Steel
  • 5.1.3 Engineering Plastics
  • 5.1.4 Polymer Composites
  • 5.1.5 Other Materials (Stainless Steel, Magnesium Alloys, Hybrid Metal-Polymer Structures)
• 5.2 By Battery Type
  • 5.2.1 Lithium-Ion Batteries
  • 5.2.2 Sodium-Ion Batteries
  • 5.2.3 Lead-Acid Batteries
  • 5.2.4 Other Battery Types (Nickel-Based Batteries, Solid-State Batteries, Flow Batteries)
• 5.3 By Cell Format
  • 5.3.1 Prismatic Cells
  • 5.3.2 Cylindrical Cells
  • 5.3.3 Pouch Cells
  • 5.3.4 Other Cell Formats (Coin and Button Cells)
• 5.4 By Application
  • 5.4.1 Electric Vehicles
  • 5.4.2 Energy Storage Systems
  • 5.4.3 Consumer Electronics
  • 5.4.4 Other Applications (Industrial Batteries, Aerospace and Defense, Marine, Medical Devices)
• 5.5 By Geography
  • 5.5.1 Asia-Pacific
    • 5.5.1.1 China
    • 5.5.1.2 India
    • 5.5.1.3 Japan
    • 5.5.1.4 South Korea
    • 5.5.1.5 Rest of Asia-Pacific
  • 5.5.2 North America
    • 5.5.2.1 United States
    • 5.5.2.2 Canada
    • 5.5.2.3 Mexico
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Rest of Europe
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle-East and Africa
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 South Africa
    • 5.5.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)/Ranking Analysis
• 6.4 Company Profiles (includes Global Overview, Market Overview, Core Segments, Financials as available, Strategic Information, Products and Services, and Recent Developments)
  • 6.4.1 BENTELER International Austria GmbH
  • 6.4.2 Constellium
  • 6.4.3 Covestro AG
  • 6.4.4 Gestamp Automocion, S.A.
  • 6.4.5 Granges
  • 6.4.6 Kautex
  • 6.4.7 LANXESS
  • 6.4.8 Magna International Inc.
  • 6.4.9 Minth Group
  • 6.4.10 Nemak
  • 6.4.11 Norsk Hydro ASA
  • 6.4.12 Novelis
  • 6.4.13 SABIC
  • 6.4.14 SGL Carbon
  • 6.4.15 Teijin Limited
  • 6.4.16 thyssenkrupp AG
  • 6.4.17 Trinseo
  • 6.4.18 UACJ Corporation

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment