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시장보고서
상품코드
2008698
<2026. 1H> Global 전기 자동차 시장 및 Battery 수급 전망 (-2035년)_DB<2026.1H> Global xEV Market and Battery Supply & Demand Outlook(~2035) DB |
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북미 전기차 시장이 4분기 들어 시간의 우려대로 역성장을 기록했습니다.
지난해 4분기 미국 전기차(BEV+PHEV) 등록량은 약 25만 2천대를 기록했습니다. 전년 동기 등록량 약 44만 대 대비 43.2% 역성장한 기록입니다.
원인은 트럼프 2기 정부의 전기차 세액공제 정책 조기 종료했습니다. 미국은 앞서 ‘One Big Beautiful Bill’이라는 이름의 법안을 통해 당초 2030년대 초반까지 지급할 예정이던 전기차 세액공제 혜택을 ‘25년 4분기부터 중단했습니다. 분기별 집계에서 동기 대비 24% 이상 성장하던 ‘25년의 전세계 기차 시장은 4분기 8.4%의 낮은 성장을 보였습니다.
주요 자동차 시장으로 꼽히는 미국의 정책변화 등으로 전기차 시장은 한치 앞을 보기 어려워지고 있습니다. 본 보고서는 이런 유동적인 상황 속에서 무겁지만 지속적으로 움직이는 전기차 시장의 성장흐름을 전망했습니다. 미국은 트럼프 정권 말부터 다시 성장하는 등 다양한 상황에 따른 SNE리서치의 결과를 리포트를 통해 DATA화 하였습니다.
전기자동차 시장의 주요 사항을 반영한 본 보고서가 업계 관계자들 분에게 도움이 되기를 바랍니다.
목차
1. Car Total
2. EV & Battery by Type
- 2.1 NCMvsLFP
- 2.2 LV Electrification Outlook
- 2.3 LV data by OEM
- 2.4 OEM LV forecast by Region
- 2.5 OEM LV forecast by Cathode
3. EV & Battery by
4. EV Portion by Region
- 4.1 EV Portion by Region
- 4.2 LV Car EV Portion by Region
- 4.2.1 LV Car EV Portion_USA
- 4.2.2 LV Car EV Portion_NA
- 4.2.3 LV Car EV Portion_EU
- 4.2.4 LV Car EV Portion_CN
- 4.2.5 LV Car EV Portion_JP
- 4.2.6 LV Car EV Portion_KR
- 4.2.7 LV Car EV Portion_Asia
- 4.2.8 LV Car EV Portion_Others
5. Bus by Region Summary
- 5.1 Bus by Region Summary
6. Truck by Region Summary
- 6.1 Truck by Region Summary
7. Battery Market forecast
- 7.1 EV average Battery Capa
- 7.2 Battery Price forecast
- 7.3 Battery Market forecast
8 Battery Demand & Supply
- 8.1 Battery Supply
- 8.2 Battery Prod by Region
- 8.3 ESS Market forecast
- 8.4 Demand & Supply
- 8.4.1 Demand & Supply(China
- 8.4.2Demand & Supply(Non China)
- 8.4.3 Demand & Supply(Europe)
- 8.4.4 Demand & Supply(NAme)
Appendix
PV by Region
Truck by Region
Bus by Region
Battery Design Capa
Battery Real Capa
The North American EV market recorded a decline in the fourth quarter, as previously anticipated.
In the fourth quarter of last year, EV (BEV + PHEV) registrations in the United States reached approximately 252 thousand units, marking a 43.2% decline compared to about 440 thousand units registered in the same period of the previous year.
The main cause was the early termination of EV tax credit policies under the second Trump administration. Through legislation named the "One Big Beautiful Bill," the United States discontinued EV tax credit benefits starting in 4Q '25, which had originally been scheduled to continue until the early 2030s. As a result, the global EV market, which had been growing by more than 24% YoY in quarterly figures during '25, recorded only 8.4% growth in the fourth quarter.
Due to policy changes in major automotive markets such as the United States, the EV market has become increasingly difficult to predict. In this report, SNE Research analyzes and quantifies the evolving dynamics of the EV market, which continues to grow despite ongoing uncertainties. The report presents data-driven projections reflecting various scenarios, including the possibility of renewed growth in the U.S. market toward the end of the Trump administration.
We hope that this report, reflecting key developments in the EV market, will be helpful to industry stakeholders.
Table of Contents
1. Car Total
2. EV & Battery by Type
- 2.1 NCMvsLFP
- 2.2 LV Electrification Outlook
- 2.3 LV data by OEM
- 2.4 OEM LV forecast by Region
- 2.5 OEM LV forecast by Cathode
3. EV & Battery by
4. EV Portion by Region
- 4.1 EV Portion by Region
- 4.2 LV Car EV Portion by Region
- 4.3.1 LV Car EV Portion_USA
- 4.3.2 LV Car EV Portion_NA
- 4.3.3 LV Car EV Portion_EU
- 4.3.4 LV Car EV Portion_CN
- 4.3.5 LV Car EV Portion_JP
- 4.3.6 LV Car EV Portion_KR
- 4.3.7 LV Car EV Portion_Asia
- 4.3.8 LV Car EV Portion_Others
5. Bus by Region Summary
- 5.1 Bus by Region Summary
6. Truck by Region Summary
- 6.1 Truck by Region Summary
7. Battery Market forecast
- 7.1 EV average Battery Capa
- 7.2 Battery Price forecast
- 7.3 Battery Market forecast
8 Battery Demand & Supply
- 8.1 Battery Supply
- 8.2 Battery Prod by Region
- 8.3 ESS Market forecast
- 8.4 Demand & Supply
- 8.4.1 Demand & Supply(China)
- 8.4.2 Demand & Supply(Non China)
- 8.4.3 Demand & Supply(Europe)
- 8.4.4 Demand & Supply(NAme)
Appendix
- PV by Region
- Truck by Region
- Bus by Region
- Battery Design Capa
- Battery Real Capa
