주택용 배터리 에너지 저장 시스템 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the residential battery energy storage systems market size is projected to expand from USD 4.51 billion in 2025 and USD 4.69 billion in 2026 to USD 7.97 billion by 2031, at a CAGR of 11.17% between 2026 and 2031.

Global Residential Battery Energy Storage Systems Market Trends and Insights

Rooftop Solar and Battery Attachment Growth

Rooftop solar deployment is a consistent demand driver because reduced export compensation makes self-consumption more valuable for households and makes the solar-plus-storage decision more closely linked at the point of sale. California's net billing tariff reduced the value of exported residential solar generation, making a battery more relevant to the economics of a new solar system. Sunrun reported a battery attachment rate of 74% in the second quarter of 2026, compared with 70% in the second quarter of 2025. Australia's point-of-sale subsidy structure supported strong installation activity and did not depend on a household's tax position, which avoided the administrative limits of a tax-based program. This approach can reach households that may not fully benefit from tax-credit programs, improve socioeconomic access to storage, and broaden participation in the residential battery energy storage systems market.

Falling LFP Pack and System Costs

LFP pack costs fell below USD 130 per kWh at the residential system level in 2025, which reduced the payback period for household projects and improved the purchase case in both developed and emerging markets. LFP chemistry offers more than 6,000 cycles, compared with 3,000 to 4,000 cycles for nickel manganese cobalt, or NMC, chemistry, which supports lower lifetime storage costs without requiring a further decline in cell prices. BYD stated that it installed more than 1.5 million residential BatteryBox systems worldwide by December 2025. Enphase introduced the IQ Battery 10C in July 2025 with 34% greater energy density than its predecessor, reducing the space required for a comparable installation and limiting a source of installation labor cost. Manufacturing scale, cell selection, and modular designs therefore affect project economics across the residential battery energy storage systems market rather than through cell prices alone.

High Upfront Installed Cost and Financing Gaps

Lower battery pack prices have not removed the cost of inverters, electrical work, labor, permitting, and financing, which together remain material for a household installation. The end of the United States Section 25D residential clean energy credit changes the economics for direct-purchase systems and shifts attention toward leases and other third-party ownership structures. These models can lower the initial payment required from households, support installation where customer financing is limited, and make the provider, rather than the homeowner, responsible for more system costs. In South America, sub-Saharan Africa, and Southeast Asia, interest in backup power may not convert into installations without concessional finance or point-of-sale rebates. The shift toward service models can expand adoption but can also place more long-term revenue and operating control with energy service providers.

Other drivers and restraints analyzed in the detailed report include:

1. Time-of-Use Tariffs and Net-Billing Economics
2. Virtual Power Plant Revenue Stacking
3. Fire-Safety Compliance and Insurance Scrutiny

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

Segment Analysis

Lithium-ion batteries held 82.9% of the residential battery energy storage systems market size in 2025, making chemistry selection the main determinant of current system design. LFP is the leading lithium-ion chemistry because its longer cycle life and thermal characteristics suit daily home storage use and regular cycling from rooftop solar. It's more than 6,000-cycle life compared with 3,000 to 4,000 cycles for NMC chemistry, which improves lifetime system economics and reduces the relevance of residual capacity loss over a long operating period. Enphase's 2025 IQ Battery 10C shows how energy density and simpler installation have become important alongside energy capacity. The European Union Battery Regulation will require minimum recycled-content levels for relevant battery materials in future years, which will affect sourcing, product documentation, and procurement planning for the residential battery energy storage systems market.

Lead-acid batteries retain a limited role in off-grid and price-sensitive applications, where lithium-ion installation systems remain less accessible and immediate capital cost remains the main purchase criterion in the residential battery energy storage systems market. Continued LFP cost reductions are narrowing the gap, particularly where solar systems are paired with batteries and daily cycling can use LFP's longer operating life. Sodium-ion and redox-flow products remain at early commercialization stages within the other technologies category. Sodium-ion can reduce exposure to lithium and cobalt supply chains, but current energy-density limits restrict its near-term role in homes where wall space and equipment footprint matter. Chinese suppliers use integrated cell production and are extending their offerings into inverters and energy management platforms, which link lower cell costs to higher-value system services in the residential battery energy storage systems industry.

Complete Report Scope:

• By Technology Type
  • Lithium-ion
  • Lead-Acid
  • Others
• By Deployment Type
  • Stationary
  • Portable
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • France
    • Italy
    • Spain
    • United Kingdom
    • Poland
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Australia
    • Indonesia
    • Vietnam
    • Thailand
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • Egypt
    • South Africa
    • Morocco
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific held 50.2% of the residential battery energy storage systems market share in 2025. China supports both domestic demand and global pricing through its LFP manufacturing base, vertically integrated supply chain, and exports of cells and storage equipment. Australia's Community Home Battery Program supported more than 400,000 home battery installations and 11.2 GWh of cumulative residential capacity by May 2026. Its point-of-sale subsidy design supported strong installation activity, provided access outside tax-credit structures, and showed how direct rebates can speed adoption in the residential battery energy storage systems market. Japan's household resilience requirements also support demand for reliable backup power systems that can operate when grid service is disrupted.

Europe installed 9.8 GWh of residential storage in 2025, a 6% decline from the previous year, while the region excluding Italy grew 18%. Germany exceeded 2.4 million residential storage systems and 25 GWh of installed capacity by the end of 2025. The Netherlands increased installations before the expected end of net metering in 2027, while the United Kingdom installations more than doubled in the first half of 2025 as dynamic tariffs became more relevant. Three-phase backup capability is important in continental Europe, where residential grid connections often use three-phase power, and Poland offers an expanding opportunity because higher electricity prices and new rooftop solar systems improve the financial case for the residential battery energy storage systems market.

The United States installed 1.3 GWh of residential energy storage in the first quarter of 2026, up 86% from the prior year. Tax-credit changes may reduce direct-purchase demand, although leases and subscription models can limit the effect by replacing a high initial payment with a recurring charge. The Middle East and Africa have the fastest forecast CAGR of 12.7% through 2031 in the residential battery energy storage systems market. South Africa added 2.1 GWh of residential storage in 2025, up 110%, as load-shedding made backup power a practical need rather than solely an electricity-bill management tool. Brazil and Chile are also developing demand as grid reliability concerns, tariff volatility, distributed-generation rules, and solar attachment policies improve the investment case.

1. Alpha ESS Co., Ltd.
2. Amara Raja Energy and Mobility Limited
3. BYD Company Ltd.
4. Delta Electronics, Inc.
5. Enphase Energy, Inc.
6. FENECON GmbH
7. FranklinWH Energy Storage Inc.
8. Generac Power Systems, Inc.
9. GoodWe Technologies Co., Ltd.
10. Growatt New Energy Technology Co., Ltd.
11. Huawei Technologies Co., Ltd.
12. LG Energy Solution Ltd.
13. Panasonic Holdings Corporation
14. Samsung SDI Co., Ltd.
15. Schneider Electric SE
16. SMA Solar Technology AG
17. SolarEdge Technologies, Inc.
18. Sonnen GmbH
19. Sungrow Power Supply Co., Ltd.
20. Tesla Inc.
21. 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 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 Rooftop Solar and Battery Attachment Growth
  • 4.2.2 Falling LFP Pack and System Costs
  • 4.2.3 Grid Outage and Extreme-Weather Resilience Demand
  • 4.2.4 Time-of-Use Tariffs and Net-Billing Economics
  • 4.2.5 Virtual Power Plant Revenue Stacking
  • 4.2.6 Electrification of Household Loads and Bidirectional EV Charging
• 4.3 Market Restraints
  • 4.3.1 High Upfront Installed Cost and Financing Gaps
  • 4.3.2 Permitting, Interconnection, and Installer Bottlenecks
  • 4.3.3 Fire-Safety Compliance and Insurance Scrutiny
  • 4.3.4 Critical-Mineral and Battery-End-of-Life Exposure
• 4.4 Supply-Chain Analysis
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry
• 4.6 Technology Outlook
• 4.7 Regulatory Landscape
• 4.8 Investment Analysis

5 MARKET SIZE AND GROWTH FORECASTS

• 5.1 By Technology Type
  • 5.1.1 Lithium-ion
  • 5.1.2 Lead-Acid
  • 5.1.3 Others
• 5.2 By Deployment Type
  • 5.2.1 Stationary
  • 5.2.2 Portable
• 5.3 By Geography
  • 5.3.1 North America
    • 5.3.1.1 United States
    • 5.3.1.2 Canada
    • 5.3.1.3 Mexico
  • 5.3.2 Europe
    • 5.3.2.1 Germany
    • 5.3.2.2 France
    • 5.3.2.3 Italy
    • 5.3.2.4 Spain
    • 5.3.2.5 United Kingdom
    • 5.3.2.6 Poland
    • 5.3.2.7 Russia
    • 5.3.2.8 Rest of Europe
  • 5.3.3 Asia-Pacific
    • 5.3.3.1 China
    • 5.3.3.2 India
    • 5.3.3.3 Japan
    • 5.3.3.4 South Korea
    • 5.3.3.5 Australia
    • 5.3.3.6 Indonesia
    • 5.3.3.7 Vietnam
    • 5.3.3.8 Thailand
    • 5.3.3.9 Rest of Asia-Pacific
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Chile
    • 5.3.4.4 Rest of South America
  • 5.3.5 Middle East and Africa
    • 5.3.5.1 Saudi Arabia
    • 5.3.5.2 United Arab Emirates
    • 5.3.5.3 Egypt
    • 5.3.5.4 South Africa
    • 5.3.5.5 Morocco
    • 5.3.5.6 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, Products and Services, Recent Developments)
  • 6.4.1 Alpha ESS Co., Ltd.
  • 6.4.2 Amara Raja Energy and Mobility Limited
  • 6.4.3 BYD Company Ltd.
  • 6.4.4 Delta Electronics, Inc.
  • 6.4.5 Enphase Energy, Inc.
  • 6.4.6 FENECON GmbH
  • 6.4.7 FranklinWH Energy Storage Inc.
  • 6.4.8 Generac Power Systems, Inc.
  • 6.4.9 GoodWe Technologies Co., Ltd.
  • 6.4.10 Growatt New Energy Technology Co., Ltd.
  • 6.4.11 Huawei Technologies Co., Ltd.
  • 6.4.12 LG Energy Solution Ltd.
  • 6.4.13 Panasonic Holdings Corporation
  • 6.4.14 Samsung SDI Co., Ltd.
  • 6.4.15 Schneider Electric SE
  • 6.4.16 SMA Solar Technology AG
  • 6.4.17 SolarEdge Technologies, Inc.
  • 6.4.18 Sonnen GmbH
  • 6.4.19 Sungrow Power Supply Co., Ltd.
  • 6.4.20 Tesla Inc.
  • 6.4.21 VARTA AG

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment