亞太地區 NMC 電池組市場佔有率分析、產業趨勢與統計、成長預測（2025-2029 年）

預計 2025 年亞太地區 NMC 電池組市場規模將達到 178.5 億美元，預計到 2029 年將達到 259.7 億美元，預測期內（2025-2029 年）的複合年成長率為 9.84%。

政府監管和不斷成長的純電動車和插電式混合動力車市場推動了亞太地區對 NCM 電池的需求，其中 CATL、LG Chem 和三星 SDI 等亞洲製造商佔據主導

• 過去幾年，亞太許多地區電動車的快速成長導致對不同類型電池的需求增加。儘管一些汽車製造商為其 BEV 和 PHEV 車型選擇了 NCM 電池，但與 LFP 和 NMC 等其他電池相比，這種電池類型仍處於車輛部署的早期階段。隨著政府監管的嚴格和對石化燃料汽車的禁令即將訂定，越來越多的個人選擇 BEV 和 PHEV。這些考慮因素導致2017年至2021年亞太地區部分車輛的NCM電池類型略有增加。
• 日本和中國是亞太地區對插電式混合動力車和純電動車 NCM 電池需求不斷成長的國家之一。此外，一些主要的NCM電池生產商來自亞洲，包括CATL、LG Chem和三星SDI。印度、泰國和韓國等多個國家對 BEV 和 PHEV 的需求正在逐漸增加，這也有助於增加全部區域NCM 電池的需求。因此，與 2021 年相比，2022 年電動車使用的 NCM 電池區域市場有所成長。
• 各汽車製造商紛紛發布新產品，預計將增強電池產業的發展。 2023 年 2 月，中國汽車製造商比亞迪推出了 2023 年唐，該車型將搭載由 NCM 電池組動力來源的插電式混合動力系統。預計其他國家的此類公告將在預測期內加速該地區 BEV 和 PHEV 對 NCM 電池的需求和銷售。

日本、韓國、印度和泰國助力亞太NCM電池組市場成長

• 由於政府支持、強勁的國內需求以及對電動車應用的重視等因素，亞太地區的電池組市場正在蓬勃發展。隨著電動車需求的不斷成長和電池組技術的進步，亞太地區預計將在塑造全球電動車產業的未來方面發揮關鍵作用。
• 中國在電池組市場佔據主導地位，並且一直擁有較高的市場價值。中國的快速成長得益於多種因素，包括政府對電動車的支持、龐大的消費市場以及強勁的國內製造業生態系統。中國正在大力投資電動車生產，導致對電池組的需求增加。
• 日本和韓國也是亞太電池組市場的重要貢獻者。多年來，兩國的市場價值都穩定成長。這些國家擁有成熟的汽車工業、技術專長以及政府對電動車應用的大力支持，從而推動了對電池組的需求。隨著人們對電動車普及和可再生能源目標的關注，印度電池組市場正在獲得發展動力。由於政府的支持政策和消費者意識的增強，對電池組的需求正在上升。此外，泰國努力成為電動車領域的區域領導者，為電池組市場的成長提供了充足的機會。

亞太地區 NMC 電池組市場趨勢

豐田、特斯拉、五菱領銜市場，多家汽車製造商進入市場

• 亞太地區電動車市場競爭激烈，但推動其發展的動力主要來自五大主要企業，它們在 2022 年總合佔據超過 50% 的市場佔有率。比亞迪處於領先地位，佔該地區電動車銷量的 20.93%。比亞迪擁有強大的財務基礎，加上其先進的研發基礎設施，使其成為實力雄厚的企業。有競爭力的定價和龐大的銷售及售後服務網路有效地吸引了新消費者。
• 排在比亞迪之後的第二位的是豐田集團，市佔率約12.88%。比亞迪在亞太地區享有盛譽，廣泛的銷售和服務網路贏得了消費者的信任，進一步鞏固了其地位。排名第三的是特斯拉，市佔率為8.27%。特斯拉以其前衛的技術主導產品而聞名，在包括中國和澳洲在內的國家擁有無縫的供應鏈。
• 排名第四的是五菱，市佔率約7.10%。五菱汽車由母公司柳州五菱工業經營，在中國和印尼等國家佔有一席之地，透過多樣化的電動車產品線滿足多樣化的客戶群。排名第五的是本田，市場佔有率3.85%。在亞太地區電動車市場競爭的其他品牌包括日產、奇瑞、長安和凌達。

到2022年，五菱、特斯拉、比亞迪將成為亞太地區最大的電池組需求製造商。

• 近年來，電動車（包括轎車、巴士和卡車）在亞洲國家呈現出顯著的成長勢頭。雖然不同地區和國家對電動車的興趣各不相同，但很明顯，SUV 已經在中國、印度和日本等主要市場佔據了一席之地。與傳統轎車相比，SUV 因其實用性和空間寬敞性而受到亞洲消費者越來越多的青睞。
• 緊湊型SUV近來越來越受亞洲人的歡迎。特斯拉 Model Y 憑藉全電動傳動系統、五星 NCAP 安全評級、七人座和長續航里程脫穎而出，成為亞太地區尤其是中國主要市場的熱門選擇。比亞迪宋DM憑藉其極具競爭力的價格和高效的燃油經濟性，受到了亞洲各地消費者的一致好評。
• 2022 年，特斯拉 Model 3 成為亞洲地區最暢銷的車款之一，因其純電動車和一系列吸引人的功能而受到認可。充滿活力的亞太地區電動汽車產業也提供了來自知名全球製造商的眾多電動 SUV 和轎車可供選擇。 2022 年，我們預計豐田 Yaris Cross 和比亞迪 Dolphin 等汽車的銷售將強勁。其他製造商如豐田的卡羅拉和五菱的宏光 MINIEV 在亞太地區電動車生態系統中也有強大的陣容。

亞太地區NMC電池組產業概況

亞太地區NMC電池組市場較為分散，前五大公司佔29.02%。市場的主要企業有：比亞迪股份有限公司、寧德時代新能源科技股份有限公司（CATL）、LG 能源解決方案有限公司、SK Innovation 和特斯拉公司（按字母順序排列）。

其他福利

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

目錄

第 1 章執行摘要和主要發現

第2章 報告要約

第 3 章 簡介

• 研究假設和市場定義
• 研究範圍
• 調查方法

第4章 產業主要趨勢

• 電動汽車銷售
• 電動車銷量（按OEM）
• 最暢銷的電動車車型
• 具有首選電池化學成分的OEM
• 電池組價格
• 電池材料成本
• 每種電池化學成分的價格表
• 誰供給誰？
• 電動車電池容量和效率
• 發布的電動車車型數量
• 法律規範
  • 中國
  • 印度
  • 印尼
  • 日本
  • 泰國
• 價值鏈與通路分析

第5章 市場區隔

• 體型
  • 公車
  • LCV
  • M&HDT
  • 搭乘用車
• 推進類型
  • BEV
  • PHEV
• 容量
  • 15 kWh～40 kWh
  • 40 kWh～80 kWh
  • 超過80度
  • 少於15千瓦時
• 電池形狀
  • 圓柱形
  • 小袋
  • 方塊
• 方法
  • 雷射
  • 金屬絲
• 成分
  • 陽極
  • 陰極
  • 電解
  • 分隔符
• 材料類型
  • 鈷
  • 鋰
  • 錳
  • 天然石墨
  • 鎳
  • 其他材料
• 國家
  • 中國
  • 印度
  • 日本
  • 韓國
  • 泰國
  • 其他亞太地區

第6章 競爭格局

• 主要策略趨勢
• 市場佔有率分析
• 業務狀況
• 公司簡介
  • BYD Company Ltd.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • EVE Energy Co. Ltd.
  • Exide Industries Ltd.
  • Gotion High-Tech Co. Ltd.
  • GS Yuasa International Ltd.
  • Hebei Chinaust Automotive Plastics Co. Ltd.
  • LG Energy Solution Ltd.
  • Ningbo Tuopu Group Co. Ltd.
  • Panasonic Holdings Corporation
  • Resonac Holdings Corporation
  • Samsung SDI Co. Ltd.
  • SK Innovation Co. Ltd.
  • SVOLT Energy Technology Co. Ltd.（SVOLT）
  • Tesla Inc.

第7章：執行長的關鍵策略問題

第 8 章 附錄

• 世界概況
  • 概述
  • 五力分析框架
  • 全球價值鏈分析
  • 市場動態(DRO)
• 資訊來源和進一步閱讀
• 圖片列表
• 關鍵見解
• 資料包
• 詞彙表

The Asia-Pacific NMC Battery Pack Market size is estimated at 17.85 billion USD in 2025, and is expected to reach 25.97 billion USD by 2029, growing at a CAGR of 9.84% during the forecast period (2025-2029).

Growing demand for NCM batteries in APAC due to government regulations and increase in BEV and PHEV markets, with Asia-based producers such as CATL, LG Chem, and Samsung SDI Leading the charge

• The demand for different types of batteries has increased as a result of the rapid growth of electric mobility in numerous APAC nations over the past few years. Few automakers are choosing NCM batteries for BEV and PHEV models, although the battery type is still in the early stages of deployment to vehicles compared to other batteries like LFP and NMC. Due to government regulations that are strict and the impending prohibition on fossil fuel vehicles, more individuals are choosing BEVs and PHEVs. These considerations have led to a small increase in the NCM battery type in a few vehicles in the APAC region from 2017 to 2021.
• Japan and China are among the countries with a growing demand for NCM batteries for PHEV and BEV in Asia-Pacific. In addition, some of the leading producers of NCM batteries, such as CATL, LG Chem, and Samsung SDI, are from Asia. The demand for BEV and PHEV is rising gradually in various countries, including India, Thailand, and South Korea, which has also helped to increase the demand for NCM batteries throughout the APAC region. As a result, the regional market for NCM batteries used in electric vehicles increased in 2022 over 2021.
• Various automakers are launching new products which are expected to enhance the battery industry. In February 2023, Chinese automaker BYD unveiled the 2023 model Tang, which is equipped with a plug-in hybrid system powered by the NCM battery pack. Such launches in other countries are expected to accelerate the demand and sales of NCM batteries in BEV and PHEV during the forecast period in the region.

Japan, South Korea, India, and Thailand contribute to the expansion of the Asia-Pacific NCM battery pack market

• Asia-Pacific presents a thriving market for battery packs, driven by factors such as government support, strong domestic demand, and a focus on electric vehicle adoption. As the demand for electric vehicles continues to rise and technology advancements in battery packs continue, Asia-Pacific is expected to play a pivotal role in shaping the future of the global electric vehicle industry.
• China stands out as a dominant player in the battery pack market, with consistently high market values. China's rapid growth can be attributed to several factors, including government support for electric vehicles, a large consumer market, and a robust domestic manufacturing ecosystem. The country has made substantial investments in electric vehicle production, leading to increased demand for battery packs.
• Japan and South Korea also contribute significantly to the Asia-Pacific battery pack market. Both countries have experienced steady growth in market value over the years. These countries have well-established automotive industries, technological expertise, and strong government support for EV adoption, driving the demand for battery packs. India's battery pack market is gaining momentum as the country focuses on electric vehicle adoption and renewable energy targets. With supportive government policies and increasing consumer awareness, the demand for battery packs is on the rise. Additionally, Thailand's commitment to becoming a regional leader in electric mobility presents ample opportunities for the growth of the battery pack market.

Asia-Pacific NMC Battery Pack Market Trends

A VARIETY OF AUTOMAKERS ARE PRESENT IN THE MARKET, MAJORLY DRIVEN BY TOYOTA, TESLA, AND WULING

• The APAC electric vehicle market is bustling with numerous competitors, but its momentum is chiefly steered by five dominant corporations, collectively grasping over 50% of the 2022 market share. Leading the charge is BYD, securing a remarkable 20.93% of EV sales in the region. Its potent financial standing, coupled with its advanced R&D infrastructure, has positioned BYD as a powerhouse. The company's competitive pricing, coupled with its vast sales and after-sales network, effectively appeals to new consumers.
• Following BYD, the Toyota Group clinches the second spot, with about 12.88% of the market. Its well-established reputation across the APAC region, bolstered by its extensive sales and service framework, instills trust among consumers, further cementing its footprint. Tesla claims the third position, seizing 8.27% of the market. Renowned for its avant-garde, tech-driven offerings, Tesla enjoys a seamless supply chain across nations, notably China and Australia.
• Wuling comes in fourth, holding approximately 7.10% of the market. Operating under its parent company, Liuzhou Wuling Automobile Industry Co. Ltd, Wuling has carved a niche in countries like China and Indonesia, catering to a diverse clientele with its varied EV lineup. Rounding out the top five is Honda, with a 3.85% market share. Other notable contenders in the APAC EV market encompass brands like Nissan, Chery, Changan, and Neta, among others.

IN 2022, WULING, TESLA, AND BYD WERE THE BIGGEST BATTERY PACK DEMAND GENERATORS IN APAC

• The electric vehicle landscape, encompassing cars, buses, and trucks, has witnessed a notable upswing across various Asian countries in the past few years. While the appetite for electric vehicles fluctuates across regions and nations, it is evident that SUVs have carved a niche in major markets like China, India, and Japan. As a direct reflection of Asia's growing preference for SUVs over traditional sedans, due to their enhanced utility and spaciousness, electric SUVs have seen a parallel surge across the Asia-Pacific belt.
• Recent times have spotlighted a burgeoning affinity for compact SUVs among the Asian populace. Tesla's Model Y stands out with its all-electric drivetrain, sterling 5-star NCAP safety rating, seven-seat capacity, commendable range, and other features, making it a sought-after option in pivotal APAC markets, notably China. BYD's Song DM, with its competitive pricing and efficient fuel dynamics, has resonated well with customers across several Asian territories.
• The year 2022 saw Tesla's Model 3 clinching accolades as one of the top sellers in the Asian domain, a testament to its purely electric mechanism, paired with an array of attractive functionalities. The dynamic APAC EV arena also presents a myriad of electric SUV and sedan alternatives from established global manufacturers. The year 2022 anticipated robust sales for vehicles like Toyota's Yaris Cross and BYD's Dolphin. Other players, such as the Toyota Corolla and Wuling's Hongguang MINIEV, also form a robust lineup in the APAC EV ecosystem.

Asia-Pacific NMC Battery Pack Industry Overview

The Asia-Pacific NMC Battery Pack Market is fragmented, with the top five companies occupying 29.02%. The major players in this market are BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd., SK Innovation Co. Ltd. and Tesla Inc. (sorted alphabetically).

Additional Benefits:

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

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Electric Vehicle Sales
• 4.2 Electric Vehicle Sales By OEMs
• 4.3 Best-selling EV Models
• 4.4 OEMs With Preferable Battery Chemistry
• 4.5 Battery Pack Price
• 4.6 Battery Material Cost
• 4.7 Price Chart Of Different Battery Chemistry
• 4.8 Who Supply Whom
• 4.9 EV Battery Capacity And Efficiency
• 4.10 Number Of EV Models Launched
• 4.11 Regulatory Framework
  • 4.11.1 China
  • 4.11.2 India
  • 4.11.3 Indonesia
  • 4.11.4 Japan
  • 4.11.5 Thailand
• 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Body Type
  • 5.1.1 Bus
  • 5.1.2 LCV
  • 5.1.3 M&HDT
  • 5.1.4 Passenger Car
• 5.2 Propulsion Type
  • 5.2.1 BEV
  • 5.2.2 PHEV
• 5.3 Capacity
  • 5.3.1 15 kWh to 40 kWh
  • 5.3.2 40 kWh to 80 kWh
  • 5.3.3 Above 80 kWh
  • 5.3.4 Less than 15 kWh
• 5.4 Battery Form
  • 5.4.1 Cylindrical
  • 5.4.2 Pouch
  • 5.4.3 Prismatic
• 5.5 Method
  • 5.5.1 Laser
  • 5.5.2 Wire
• 5.6 Component
  • 5.6.1 Anode
  • 5.6.2 Cathode
  • 5.6.3 Electrolyte
  • 5.6.4 Separator
• 5.7 Material Type
  • 5.7.1 Cobalt
  • 5.7.2 Lithium
  • 5.7.3 Manganese
  • 5.7.4 Natural Graphite
  • 5.7.5 Nickel
  • 5.7.6 Other Materials
• 5.8 Country
  • 5.8.1 China
  • 5.8.2 India
  • 5.8.3 Japan
  • 5.8.4 South Korea
  • 5.8.5 Thailand
  • 5.8.6 Rest-of-Asia-Pacific

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 BYD Company Ltd.
  • 6.4.2 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.3 EVE Energy Co. Ltd.
  • 6.4.4 Exide Industries Ltd.
  • 6.4.5 Gotion High-Tech Co. Ltd.
  • 6.4.6 GS Yuasa International Ltd.
  • 6.4.7 Hebei Chinaust Automotive Plastics Co. Ltd.
  • 6.4.8 LG Energy Solution Ltd.
  • 6.4.9 Ningbo Tuopu Group Co. Ltd.
  • 6.4.10 Panasonic Holdings Corporation
  • 6.4.11 Resonac Holdings Corporation
  • 6.4.12 Samsung SDI Co. Ltd.
  • 6.4.13 SK Innovation Co. Ltd.
  • 6.4.14 SVOLT Energy Technology Co. Ltd. (SVOLT)
  • 6.4.15 Tesla Inc.

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms