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市場調查報告書
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1636469

東南亞國協電動車電池製造：市場佔有率分析、產業趨勢、成長預測（2025-2030）

ASEAN Countries Electric Vehicle Battery Manufacturing - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 130 Pages | 商品交期: 2-3個工作天內

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簡介目錄

東南亞國協的電動車電池製造市場規模預計到2025年為2.6億美元，預計到2030年將達到6.6億美元，預測期內（2025-2030年）複合年成長率為20.04%。

東協國家電動車電池製造-市場-IMG1

主要亮點

  • 從中期來看，電動車（EV）普及率的不斷提高以及政府加強電池生產的支持措施和投資預計將在預測期內推動東南亞國協電動車電池製造市場的需求。
  • 另一方面，原料供需不匹配預計將阻礙預測期內的市場成長。
  • 然而，電池技術的進步以及汽車製造商和電池製造商之間的合作預計將為未來各國的電動車電池製造市場創造重大機會。
  • 在該地區所有國家中，由於參與電動車電池製造的企業數量不斷增加，泰國預計將顯著成長。

東南亞國協電動車電池製造市場趨勢

乘用車板塊實現大幅成長

  • 東協（東南亞國家聯盟）電動車（EV）電池製造市場預計將顯著成長，尤其是在乘用車領域。這種快速成長的推動因素包括電動車的日益普及、政府支持清潔能源的舉措以及消費者對環境問題意識的不斷增強。近年來，印尼、馬來西亞、泰國、越南和菲律賓等國家已成為電動車領域的重要參與者。
  • 根據東協汽車聯合會（AAF）報告，2023年東協地區乘用車產量為274.8萬輛，比2022年的266.5萬輛增加3.11%。 2023年該地區產量約2,283,000輛，較上年的2,212,000輛成長3.21%。值得注意的是，印尼、馬來西亞和泰國總合佔該地區乘用車產量的83%以上。
  • 展望未來，東協地區乘用車的成長預計將因政府促進電動車採用的支持措施而加強。因此，對電動車電池的需求將會增加。由於政府採取積極措施，泰國、印尼、新加坡、馬來西亞和菲律賓等國家預計將迅速普及電動車。例如，菲律賓的目標是到 2030 年電動車佔所有車輛的 21%，到 2040 年達到 50%。除其他福利外，菲律賓電動車協會 (EVAP) 大膽地將其 2030 年電動車普及率目標從 30 萬輛提高到 100 萬輛，並提供預期的行業獎勵、監管明確性，我希望人們的意識會提高。
  • 印尼的野心同樣引人注目，目標是到 2025 年電動車佔汽車銷量的 20%，到 2030 年國內電動車產量達到 60 萬輛。這些雄心壯志體現在整個電動車供應鏈的具體里程碑中，包括銷售、生產和充電基礎設施，推動了電動車電池製造業的發展。
  • 為了支持這一勢頭，印尼於 2024 年 7 月在西爪哇省運作了第一家電動車電池工廠。該工廠由現代汽車集團、LG能源解決方案公司和印尼電池公司聯合體聯合建設，投資10億美元，年產能將達到10吉瓦時（GWh），年產能將達10億度（GWh）。 150,000 輛電動車相當於一輛汽車。該工廠將與現代汽車工廠無縫整合，每年將生產 50,000 輛 Kona 電動車。此外，該財團還制定了雄心勃勃的計劃，在額外投資 20 億美元的支持下，將工廠產能翻倍至 20GWh。
  • 2023 年，菲律賓能源部 (DOE) 制定了一個雄心勃勃的目標，即到 2040 年擁有 630 萬輛電動車 (EV)，其中電動車佔道路上所有車輛的 50%。同期安裝約 147,000 個電動車充電站將支持此舉。短期內，能源部計劃在 2028 年部署約 245 萬輛電動車、摩托車和巴士。如此大規模的計劃印證了乘用車領域電池市場的快速成長，並將進一步支撐電動車電池市場的成長。
  • 鑑於這些動態，乘用車市場將在未來幾年大幅擴張。

泰國實現顯著成長

  • 泰國是汽車產業的投資目的地。 50年來，泰國已從單純的汽車零件組裝國家轉變為東南亞汽車生產和出口的主要樞紐。隨著汽車製造商投資的增加，泰國電池產業有望實現穩定成長，特別是支持電動車（EV）產量的快速成長。
  • 根據泰國電動車協會 (EVAT) 的報告，2023 年泰國註冊的電池式電動車(BEV) 約為 100,219 輛，與前一年同期比較激增 380%。這一勢頭仍在持續，截至 2024 年 2 月底，泰國新登記的純電動車數量約為 22,278 輛，進一步增加了該國對電池的需求。
  • 電動車採用率的激增得益於政府對購買者的獎勵和對製造商的支持措施。例如，泰國推出了購買國產電動車的補貼計劃，突顯了其成為東南亞電動車生產中心的雄心壯志。 EV3.5計畫將於2024年至2027年運行，將為每輛車提供5萬泰銖（1,397.02美元）至10萬泰銖（2,794.04美元）的補貼。
  • 泰國的戰略舉措符合其在 2030 年成為區域電動車生產中心的願景，目標是電動車佔汽車總銷量的 30%。透過這些努力，泰國未來將成為電動車電池尤其是鋰離子電池的中心，為電池製造商創造巨大的機會。
  • 為了實現這一願景，許多電池製造商正在增加在泰國的產能。一個著名的例子是寶馬集團，該集團於 2024 年 3 月為其「第五代」高壓電池製造工廠舉行了奠基儀式。這座佔地4,000平方公尺的電池組裝廠位於泰國東岸的羅勇府，併入寶馬現有的汽車工廠。新組裝計劃於 2025 年下半年開始推出電動車，將在BMW的全球電氣化策略中發揮關鍵作用，將進口電池轉換為高壓電池模組。寶馬在這個雄心勃勃的計劃上投資超過 4200 萬歐元。
  • 鑑於這些發展，泰國預計將在預測期內引領東協地區的電動車電池製造格局。

東南亞國協電動車電池製造業概況

東南亞國協的電動車電池製造市場已適度整合。市場主要企業包括（排名不分先後）三星 SDI、VinES Energy Solutions Joint Stock Company、Contemporary Amperex Technology (CATL)、LiRON LIB Power Pte Ltd 和 GS Yuasa Corporation。

其他好處：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 2029年之前的市場規模與需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 電動車的擴張
      • 政府支持措施和投資以加強電池生產
    • 抑制因素
      • 原料供需不匹配
  • 供應鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代產品/服務的威脅
    • 競爭公司之間的敵對關係
  • 投資分析

第5章市場區隔

  • 依電池類型
    • 鋰離子
    • 鉛酸電池
    • 鎳氫電池
    • 其他電池類型
  • 按車型分類
    • 客車
    • 商用車
    • 其他車型
  • 透過促銷
    • 電池電動車
    • 油電混合車
    • 插電式混合動力電動車
  • 按地區
    • 泰國
    • 印尼
    • 菲律賓
    • 馬來西亞
    • 越南
    • 其他東南亞國協

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • Panasonic Corporation
    • Samsung SDI Co., Ltd.
    • Contemporary Amperex Technology Co. Ltd（CATL）
    • LG Energy Solution Ltd.
    • LiRON LIB Power Pte Ltd
    • GS Yuasa Corporation
    • VinES Energy Solutions Joint Stock Company
    • SVOLT Energy Technology Co., Ltd.
    • Energy Absolute Public Company Limited.
    • Exide Industries
  • 其他知名企業名單
  • 市場排名分析

第7章 市場機會及未來趨勢

  • 汽車製造商和電池製造商之間的合作
  • 電池技術的技術進步
簡介目錄
Product Code: 50003736

The ASEAN Countries Electric Vehicle Battery Manufacturing Market size is estimated at USD 0.26 billion in 2025, and is expected to reach USD 0.66 billion by 2030, at a CAGR of 20.04% during the forecast period (2025-2030).

ASEAN Countries Electric Vehicle Battery Manufacturing - Market - IMG1

Key Highlights

  • Over the medium term, increasing adoption of electric vehicles (EV) and supportive government initiatives and investments to enhance battery production are expected to drive the demand for the ASEAN countries electric vehicle battery manufacturing market during the forecast period.
  • On the other hand, the demand-supply mismatch of raw materials is expected to hinder the market's growth during the forecast period.
  • Nevertheless, technological advancements in battery technologies and automaker-battery manufacturer collaborations are expected to create vast opportunities for countries' electric vehicle battery manufacturing markets in the future.
  • Among all the countries in the region, Thailand is expected to witness significant growth due to the increase in the number of players participating in EV battery manufacturing.

ASEAN Countries Electric Vehicle Battery Manufacturing Market Trends

Passenger Vehicle Segment to Witness Significant Growth

  • The battery manufacturing market for electric vehicles (EVs) in ASEAN (Association of Southeast Asian Nations) countries is poised for substantial growth, especially in the passenger vehicle segment. This surge is driven by the increasing adoption of EVs, government initiatives championing clean energy, and heightened consumer awareness of environmental concerns. In recent years, ASEAN nations, notably Indonesia, Malaysia, Thailand, Vietnam, and the Philippines, have emerged as pivotal players in the EV landscape.
  • As reported by the ASEAN Automotive Federation (AAF), the ASEAN region produced a total of 2.748 million passenger vehicles in 2023, marking a 3.11% rise from the 2.665 million units produced in 2022. In 2023, the region's production stood at approximately 2.283 million units, up 3.21% from 2.212 million units in the previous year. Notably, Indonesia, Malaysia, and Thailand collectively accounted for over 83% of the region's passenger vehicle output.
  • Looking ahead, the growth of passenger vehicles in the ASEAN region is anticipated to be bolstered by supportive government initiatives promoting electric vehicle adoption. This, in turn, is set to drive demand for EV batteries. Countries like Thailand, Indonesia, Singapore, Malaysia, and the Philippines are on track for rapid EV adoption, thanks to proactive government measures. For instance, the Philippines aims for EVs to constitute 21% of its total vehicles by 2030 and 50% by 2040. Additionally, the Electric Vehicle Association of the Philippines (EVAP) has upped its e-vehicle adoption target from 300,000 units in 2030 to a bold 1.0 million units, banking on anticipated sector incentives, clearer regulations, and growing EV benefits awareness.
  • Indonesia's ambitions are equally pronounced, targeting 20% EV representation in car sales by 2025 and a domestic production goal of 600,000 EVs by 2030. These aspirations translate into concrete milestones across the EV supply chain, encompassing sales, production, and charging infrastructure, thereby propelling the EV battery manufacturing industry.
  • In a testament to this momentum, Indonesia inaugurated its first electric vehicle battery plant in West Java in July 2024. This plant, a collaborative effort with a USD 1 billion investment from a consortium of Hyundai Motor Group, LG Energy Solution, and the Indonesia Battery Corporation, boasts an annual capacity of 10 gigawatt hours (GWh), sufficient for 150,000 EVs. The facility is seamlessly integrated with Hyundai's auto factory, which is set to produce 50,000 units annually of the Kona Electric vehicle. Furthermore, the consortium has ambitious plans to double the plant's capacity to 20 GWh, backed by an additional USD 2 billion investment.
  • In 2023, the Department of Energy (DOE) of the Philippines set an ambitious target to deploy 6.3 million electric vehicles (EVs) by 2040, aiming for them to represent 50% of all vehicles on the road. This initiative will be supported by the installation of approximately 147,000 EV charging points over the same timeframe. In the short term, the DOE plans to roll out around 2.45 million electric cars, motorcycles, and buses by 2028. Such expansive plans underscore the burgeoning market for batteries in the passenger vehicle segment, further fueling the growth of the EV battery market.
  • Given these dynamics, the passenger vehicle segment is set for significant expansion in the coming years.

Thailand to Witness a Significant Growth

  • Thailand stands out as a prime destination for investments in the automobile sector. Over the past five decades, Thailand has transformed from merely assembling auto components to becoming a dominant hub for automotive production and exports in Southeast Asia. With rising investments from automakers, Thailand's battery industry is poised for steady growth, especially to support the burgeoning production of electric vehicles (EVs).
  • As reported by the Electric Vehicle Association of Thailand (EVAT), Thailand registered approximately 100,219 battery electric vehicles (BEVs) in 2023, marking a staggering 380% surge from the previous year. Continuing this momentum, by the end of February 2024, Thailand recorded around 22,278 new BEV registrations, further amplifying the country's battery demand.
  • The surge in EV adoption can be attributed to government incentives for buyers and supportive measures for manufacturers. For instance, Thailand's introduction of a purchase subsidy scheme for domestically produced EVs underscores its ambition to be a Southeast Asian EV production hub. The EV3.5 scheme, running from 2024 to 2027, offers subsidies between THB 50,000 (USD 1,397.02) and THB 100,000 (USD 2,794.04) per vehicle, highlighting the government's dedication to nurturing the EV sector and drawing in foreign investments.
  • Thailand's strategic moves align with its vision of becoming a regional EV production center by 2030, aiming for EVs to make up 30% of all vehicle sales. Such endeavors position Thailand as a future hub for EV batteries, especially lithium-ion variants, presenting vast opportunities for battery manufacturers.
  • In line with this vision, numerous battery manufacturers are ramping up their production capabilities in Thailand. A notable example is BMW Group, which in March 2024, broke ground on its 'Gen-5' high-voltage battery manufacturing facility. Situated in Rayong, on Thailand's east coast, the 4,000 square meter battery assembly is integrated into BMW's existing car plant. With plans to start rolling out EVs in the latter half of 2025, this new assembly line will play a pivotal role in BMW's global electrification strategy, converting imported battery cells into modules for high-voltage batteries. BMW has committed over EUR 42 million to this ambitious project.
  • Given these developments, Thailand is poised to lead the electric vehicle battery manufacturing landscape in the ASEAN region during the forecast period.

ASEAN Countries Electric Vehicle Battery Manufacturing Industry Overview

The ASEAN Countries Electric Vehicle Battery Manufacturing market is moderately consolidated. Some of the key players in the market (not in any particular order) include Samsung SDI Co. Ltd., VinES Energy Solutions Joint Stock Company, Contemporary Amperex Technology Co. Ltd (CATL), LiRON LIB Power Pte Ltd and GS Yuasa Corporation.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Increasing Adoption of Electric Vehicles
      • 4.5.1.2 Supportive Government Initiatives and Investments to Enhance the Battery Production
    • 4.5.2 Restraints
      • 4.5.2.1 Demand-Supply Mismatch of Raw Materials
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-Acid
    • 5.1.3 Nickel Metal Hydride Battery
    • 5.1.4 Other Battery Type
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Vehicles
    • 5.2.2 Commercial Vehicles
    • 5.2.3 Other Vehicle Type
  • 5.3 Propulsion
    • 5.3.1 Battery Electric Vehicle
    • 5.3.2 Hybrid Electric Vehicle
    • 5.3.3 Plug-in Hybrid Electric Vehicle
  • 5.4 Geography
    • 5.4.1 Thailand
    • 5.4.2 Indonesia
    • 5.4.3 Philippines
    • 5.4.4 Malaysia
    • 5.4.5 Vietnam
    • 5.4.6 Rest of ASEAN Countries

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Panasonic Corporation
    • 6.3.2 Samsung SDI Co., Ltd.
    • 6.3.3 Contemporary Amperex Technology Co. Ltd (CATL)
    • 6.3.4 LG Energy Solution Ltd.
    • 6.3.5 LiRON LIB Power Pte Ltd
    • 6.3.6 GS Yuasa Corporation
    • 6.3.7 VinES Energy Solutions Joint Stock Company
    • 6.3.8 SVOLT Energy Technology Co., Ltd.
    • 6.3.9 Energy Absolute Public Company Limited.
    • 6.3.10 Exide Industries
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Automaker-Battery Manufacturer Collaborations
  • 7.2 Technological Advancements in Battery Technologies