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1636544

北美充電電池：市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

North America Rechargeable Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

北美二次電池市場規模預計到2025年為306.8億美元，預計2030年將達到574.1億美元，預測期內（2025-2030年）複合年成長率為13.35%。

北美充電電池-市場-IMG1

主要亮點

  • 從中期來看，鋰離子電池價格的下降、電動車滲透率的提高以及可再生能源領域的擴張預計將在預測期內推動北美二次電池市場的發展。
  • 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。
  • 隨著新電池技術和先進電池化學材料的開發，北美二次電池市場可能會帶來重大機會。
  • 由於電動車產業的擴張以及各種可再生能源計劃擴大採用電池作為能源儲存系統，預計美國將在未來幾年佔據市場主導地位。

北美二次電池市場趨勢

汽車應用顯著成長

  • 未來幾年，汽車應用，特別是電動車（EV）預計將成為二次電池（主要是鋰離子電池）的主要領域。在電動車普及的推動下，北美二次電池產業預計將顯著成長。
  • 此外，鉛酸電池在汽車行業的啟動、照明和點火 (SLI) 配件中發揮著重要作用。這些 SLI 電池提供啟動汽車引擎所需的初始電力，通常比深迴圈電池更小、更輕。
  • 美國是該地區電動車的領先市場。例如，國際能源總署 (IEA) 報告稱，2023 年美國純電動車 (BEV) 銷量將達到約 110 萬輛，較 2022 年成長 37%。相比之下，加拿大和墨西哥的純電動車銷量分別約為 13 萬輛和 13,000 輛。電動車普及率的快速成長將推動北美地區對二次電池的需求。
  • 此外，能源效率和可再生能源辦公室強調，美國政府已宣布計劃於 2023 年初在北美建立電動車電池工廠。該地區的製造能力預計將從 2021 年的每年 55 吉瓦 (GWh/年) 飆升至 2030 年的驚人的 1,000 GWh/年。大多數即將實施的計劃計劃於 2025 年至 2030 年之間開始生產，這證實了汽車二次電池市場預計將成長。
  • 2023年7月，加拿大政府與汽車製造商Stellantis合作，在安大略省溫莎建立電動車電池工廠。根據協議，加拿大政府將向Stellantis提供約110億美元的獎勵，以加強其清潔能源供應鏈。此舉預計將進一步鞏固加拿大汽車二次電池市場。
  • 2023年初，德國汽車製造商寶馬宣布將在墨西哥聖路易斯波托西投資8億歐元。該投資旨在生產高壓電池和全電動「Neue Klasse」車型。 BMW的擴張計畫將一半以上的投資分配給墨西哥，其中5.39億美元專門用於現有工廠的電池組裝中心，其餘3.23億美元用於車身車間改造和電池組安裝。組裝組裝。這些措施預計將促進北美汽車產業二次電池市場的成長。
  • 此外，隨著鋰離子電池價格的下降和電池技術的進步，電動車的競爭將會出現，進一步增加對二次電池的需求。

美國主導市場

  • 對家用電子電器、電動車 (EV) 和電池能源儲存計劃的需求迅速成長，加上可再生能源基礎設施的擴大和強大的工業基礎，使美國成為全球可充電電池的熱點。這些動態鞏固了美國作為北美充電電池領先市場的地位。
  • 近年來，在政府措施和可再生能源投資增加的推動下，美國的電池能源儲存系統（BESS）經歷了顯著成長。美國在可再生能源領域處於世界領先地位，國際可再生能源機構 (IRENA) 報告稱，從 2014 年到 2023 年，美國可再生能源裝置容量增加了一倍多，到2023 年將達到385GW 以上。
  • 隨著可再生能源發電的快速成長，美國由於可再生能源的高度整合而面臨電網穩定性的挑戰。鑑於太陽能和風力發電的間歇性，在需求高峰期間儲存這些能源至關重要。這種需求正在推動美國對 BESS 的需求，並推動二次電池的成長。
  • 根據美國能源資訊署 (EIA) 的數據，美國電池儲存容量自 2021 年以來一直在成長，預計到 2024年終將增加 89%，具體取決於開發商能否滿足商業營運日期。開發商的目標是到 2024年終使美國電池儲存容量達到 30 吉瓦以上，超過石油流體、地熱源、木片和垃圾掩埋沼氣的容量。
  • 截至 2023 年，加州的發電量將達到 730 萬千瓦，其次是德克薩斯州，發電量為 320 萬千瓦。 EIA指出，截至年終，美國電力公司的蓄電池總容量將達到約1,600萬千瓦，總合2024年新增1,500萬千瓦，2025年新增9,000萬千瓦。這一軌跡表明，未來幾年對二次電池技術的需求將激增。
  • 隨著電子元件變得更小、更強大，家用電子電器變得越來越受歡迎。這些先進設備需要輕巧且複雜的電池組。消費者科技協會發布的一份報告強調，智慧型手機和筆記型電腦的消費量預計，美國智慧型手機銷量將從2012 年的337 億美元躍升至2022 年的約747 億美元。對鋰離子電池的需求不斷成長。
  • 因此，在都市化、消費者支出增加以及向先進設備和汽車的轉變的推動下，美國有望引領北美可充電電池市場。

北美二次電池產業概況

北美二次電池市場較為分散。該市場的主要企業包括（排名不分先後）松下公司、寧德時代新能源科技有限公司、特斯拉公司、EnerSys 和三星 SDI。

其他好處

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

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
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 電動車的擴張
      • 鋰離子電池成本下降
    • 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

  • 科技
    • 鉛酸電池
    • 鋰離子
    • 其他技術（NiMh、Nicd 等）
  • 目的
    • 汽車電池
    • 工業電池（用於電源、固定電池（電信、UPS、能源儲存系統(ESS) 等）
    • 可攜式電池（家用電子電器產品等）
    • 其他
  • 地區
    • 美國
    • 加拿大
    • 其他北美地區

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
    • Contemporary Amperex Technology Co. Limited
    • Tesla Inc.
    • EnerSys
    • Samsung SDI Co. Ltd
    • Duracell Inc.
    • Exide Technologies
    • Clarios, LLC.
    • LG Chem Ltd.
    • Johnson Controls International PLC
    • BYD Co.Ltd.
  • 其他知名公司名單（公司名稱、總部地點、相關產品及服務、聯絡等）
  • 市場排名/佔有率（%）分析

第7章 市場機會及未來趨勢

  • 新型電池技術與先進電池化學材料的開發進展
簡介目錄
Product Code: 50004020

The North America Rechargeable Battery Market size is estimated at USD 30.68 billion in 2025, and is expected to reach USD 57.41 billion by 2030, at a CAGR of 13.35% during the forecast period (2025-2030).

North America Rechargeable Battery - Market - IMG1

Key Highlights

  • Over the medium term, declining lithium-ion battery prices, increasing adoption of electric vehicles, and the growing renewable energy sector are expected to drive the North American rechargeable battery 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, the growing progress in developing new battery technologies and advanced battery chemistries will likely create significant opportunities for the North America rechargeable battery market.
  • The United States is expected to dominate the market in the upcoming years due to the expansion of the electric vehicle industry and the increasing adoption of batteries as energy storage systems in various renewable energy projects.

North America Rechargeable Battery Market Trends

Automotive Application to Witness Significant Growth

  • In the coming years, automotive applications, especially electric vehicles (EVs), are poised to be a dominant segment for rechargeable batteries, predominantly lithium-ion batteries. North America's rechargeable battery industry is set to experience significant growth, largely driven by the rising adoption of electric vehicles.
  • Additionally, lead-acid batteries play a crucial role in the automotive industry's starting, lighting, and ignition (SLI) accessories. These SLI batteries provide the essential initial power burst needed to start a vehicle's engine, and they are generally smaller and lighter than deep-cycle batteries.
  • The United States stands out as a leading market for electric vehicles in the region. For instance, the International Energy Agency (IEA) reported that battery electric vehicle (BEV) sales in the United States reached approximately 1.1 million units in 2023, marking a 37% increase from 2022. In comparison, Canada and Mexico recorded BEV sales of about 130 thousand and 13 thousand units, respectively. This surge in EV adoption is set to boost the demand for rechargeable batteries across North America.
  • Moreover, the Office of Energy Efficiency and Renewable Energy highlighted that in early 2023, the United States government announced plans for electric vehicle battery plants in North America. Manufacturing capacity in the region is projected to soar from 55 gigawatts per year (GWh/year) in 2021 to a staggering 1000 GWh/year by 2030. Most of the upcoming projects are slated to commence production between 2025 and 2030, underscoring the anticipated growth of the rechargeable battery market for automotive applications.
  • In July 2023, the Canadian government partnered with car manufacturer Stellantis to establish an electric vehicle battery plant in Windsor, Ontario. Under the agreement, the Canadian government is set to provide Stellantis with approximately USD 11 billion in incentives, aimed at bolstering the clean energy supply chain. This move is expected to further solidify the rechargeable battery market for automotive applications in Canada.
  • In early 2023, BMW, the German automaker, declared an investment of EUR 800 million in San Luis Potosi, Mexico. This investment is aimed at producing high-voltage batteries and the fully electric "Neue Klasse" models. BMW's expansion plans allocate over half of the investment to Mexico, with USD 539 million dedicated to the battery assembly center at the existing plant and the remaining USD 323 million for adapting the body shop and establishing a new assembly line for battery pack installation. Such initiatives are expected to bolster the rechargeable battery market growth in North America's automotive sector.
  • Furthermore, as lithium-ion battery prices decline and battery technologies advance, the market is likely to see the emergence of price-competitive electric vehicles, further fueling the demand for rechargeable batteries.

The United States to Dominate the Market

  • Driven by the surging demand for consumer electronics, electric vehicles (EVs), and battery-based energy storage projects, coupled with an expanding renewable power infrastructure and a robust industrial base, the United States has emerged as a global hotspot for rechargeable batteries. These dynamics solidify the United States' position as North America's leading market for rechargeable batteries.
  • In recent years, the battery energy storage system (BESS) in the United States has witnessed significant growth, bolstered by government initiatives and rising investments in renewable energy. The United States stands out as a global leader in renewable energy, with the International Renewable Energy Agency (IRENA) reporting that from 2014 to 2023, the nation's renewable energy capacity more than doubled, reaching over 385 GW by 2023.
  • With the rapid growth in renewable power generation, the United States faces challenges in grid stability due to high renewable integration. Given the intermittent nature of solar and wind energy, it's crucial to store this energy during peak demand. This need bolsters the demand for BESS in the United States, subsequently driving the growth of rechargeable batteries.
  • According to the United States Energy Information Administration (EIA), the nation's battery storage capacity, which has been on the rise since 2021, is projected to grow by 89% by the end of 2024, contingent on developers meeting their commercial operation dates. Developers aim to push the United States battery capacity beyond 30 GW by the end of 2024, surpassing capacities of petroleum liquids, geothermal sources, wood waste, and landfill gas.
  • As of 2023, California leads with the highest installed battery storage capacity at 7.3 GW, followed by Texas at 3.2 GW, while other states collectively hold around 3.5 GW. The EIA notes that the combined United States utility-scale battery capacity reached about 16 GW at the end of 2023, with plans for an additional 15 GW in 2024 and 9 GW in 2025. This trajectory indicates a burgeoning demand for rechargeable battery technologies in the coming years.
  • As electronic components shrink and processing power escalates, the popularity of consumer electronics is on the rise. These advanced devices demand lightweight, sophisticated battery packs. The surge in smartphone and laptop consumption, highlighted by the Consumer Technology Association's report of United States smartphone sales jumping from USD 33.7 billion in 2012 to approximately USD 74.7 billion in 2022, underscores the growing demand for lithium-ion batteries in portable devices.
  • Given these factors, the United States is poised to lead North America's rechargeable battery market, buoyed by urbanization, rising consumer spending, and a shift towards advanced devices and vehicles.

North America Rechargeable Battery Industry Overview

The North America rechargeable battery market is fragmented. Some of the key players in the market (not in any particular order) include Panasonic Corporation, Contemporary Amperex Technology Co. Limited, Tesla Inc., EnerSys, and Samsung SDI Co. Ltd.

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 Declining Lithium-ion Battery Cost
    • 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 Technology
    • 5.1.1 Lead-Acid
    • 5.1.2 Lithium-Ion
    • 5.1.3 Other Technologies (NiMh, Nicd, etc.)
  • 5.2 Application
    • 5.2.1 Automotive Batteries
    • 5.2.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
    • 5.2.3 Portable Batteries (Consumer Electronics, etc.)
    • 5.2.4 Other Applications
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North America

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 Contemporary Amperex Technology Co. Limited
    • 6.3.3 Tesla Inc.
    • 6.3.4 EnerSys
    • 6.3.5 Samsung SDI Co. Ltd
    • 6.3.6 Duracell Inc.
    • 6.3.7 Exide Technologies
    • 6.3.8 Clarios, LLC.
    • 6.3.9 LG Chem Ltd.
    • 6.3.10 Johnson Controls International PLC
    • 6.3.11 BYD Co.Ltd.
  • 6.4 List of Other Prominent Companies (Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.)
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Progress in Developing New Battery Technologies and Advanced Battery Chemistries