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

亞太地區 LFP 電池組市場規模預計在 2025 年為 489.1 億美元，預計到 2029 年將達到 609.4 億美元，預測期內（2025-2029 年）的複合年成長率為 5.65%。

由於生產設施的擴張和電動車的興起導致 BEV 和 PHEV 市場的擴大，亞太地區對 LFP 電池的需求正在成長。

• 亞太地區多個國家的電動車發展勢頭強勁，導致近年來對電池的需求增加。在亞洲國家，大多數汽車製造商都採用 LFP 電池組作為其車輛中最常見的電池類型。這些電池之所以安裝在各種 BEV 和 PHEV 中，是因為它們壽命長、安全且生產成本低。由於這些因素，2021 年全部區域用於 BEV 和 PHEV 的 LFP 電池類型較 2017 年有所成長。
• PHEV 和 BEV 的 LFP 電池的主要市場是中國、印度和日本等亞洲國家。此電池類型佔亞太地區所有 BEV 和 PHEV 電池消耗量。亞洲主要的LFP電池製造商包括 CATL、比亞迪、國軒高科、中航鋰電和 LG。印度、日本、中國和泰國等國家對 BEV 和 PHEV 的需求正在迅速成長，從而增加了對 LFP 電池的需求。因此，2022 年電動車使用的 LFP 電池的需求與 2021 年相比有所增加。
• 在亞太地區，多家公司正在建立工廠，為包括純電動車和插電式混合動力車在內的一系列電動車生產 LFP 電池。 2022 年 11 月，VinES Energy Solutions 和 Gotion High-Tech 開始在越南建造新的電池超級工廠。該工廠的年產能為5gWH，將生產LFP電池。生產計劃於 2023 年第三季開始。因此，預計在預測期內，亞太地區各國對 BEV 和 PHEV 的 LFP 電池的需求將擴大。

預計亞太國家 LFP 材料包裝市場在預測期內將繼續快速擴張

• 亞太市場的最新趨勢表明，多個國家的 LFP 電池組市場正在大力擴張。中國處於領先地位，預計 2022 年將大幅增加 2.2986 億千瓦時，到 2023 年將成長至約 2.6254 億千瓦時。日本和韓國等其他重要市場也有類似的成長，2022 年的銷售量分別為 3,179 萬千瓦時和 302 萬千瓦時，預計 2023 年還將進一步成長。值得注意的是印度和亞太地區其他地區的市場區隔。 2022 年的市場規模雖小，但顯示出良好的趨勢，LFP 電池組的接受度迅速成長。這一上升趨勢可歸因於多種因素，包括政府推動綠色交通的舉措、電池技術的進步以及汽車行業對採用永續能源解決方案的日益重視。
• 預計預測期內亞太國家的 LFP 電池組市場將持續強勁成長。預計中國仍將維持領先地位，2029年發電量將達約5.4158億度。日本也將緊隨其後，目標是在同一時期達到約7654萬千瓦時，並預計將穩步成長。同樣，韓國、印度和亞太地區的其他地區預計也將顯著成長，凸顯這些市場對 LFP 電池組的廣泛接受度和融合度。預計成長將受到電池技術的持續研究和開發、不斷擴大的基礎設施能力以及鼓勵向電動車轉型的政府政策的推動。

亞太地區 LFP 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，但主要推動力是五家主導公司，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賴，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、特斯拉和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，因其純電動車及其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。豐田卡羅拉和五菱宏光 MINIEV 等其他製造商也在亞太地區電動車生態系統中擁有強大的陣容。

亞太地區磷酸鐵鋰電池組產業概況

亞太地區LFP電池組市場較為分散，前五大廠商合計佔7.17%。該市場的主要企業為：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）、億緯鋰能、國軒高科和LG能源解決方案有限公司（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
  • 包包
  • 方塊
• 方法
  • 雷射
  • 金屬絲
• 成分
  • 陽極
  • 陰極
  • 電解
  • 分隔符
• 材料類型
  • 鋰
  • 天然石墨
  • 其他材料
• 原產地
  • 中國
  • 印度
  • 日本
  • 韓國
  • 泰國
  • 其他亞太地區

第6章 競爭格局

• 關鍵策略趨勢
• 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.
  • Farasis Energy（Ganzhou）Co. Ltd.
  • FinDreams Battery Co. Ltd.
  • Gotion High-Tech Co. Ltd.
  • GS Yuasa International Ltd.
  • Leapmotor（Jinhua）New Energy Vehicle Parts Technology Co., Ltd.
  • LG Energy Solution Ltd.
  • Panasonic Holdings Corporation
  • Resonac Holdings Corporation
  • SAIC Volkswagen Power Battery Co. Ltd.
  • 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 LFP Battery Pack Market size is estimated at 48.91 billion USD in 2025, and is expected to reach 60.94 billion USD by 2029, growing at a CAGR of 5.65% during the forecast period (2025-2029).

The demand for LFP batteries is growing in the APAC region due to rising electric mobility leading to expansion of production facilities and increase in BEV and PHEV markets

• Rising electric mobility across several countries, falling under Asia-Pacific, has increased the demand for batteries in recent years. In Asian countries, most auto manufacturers employ LFP battery packs as one of the most popular types of batteries in their automobiles. The installation of these batteries in various BEVs and PHEVs is encouraged by features like their extended lifespans, safety, and affordable production. As a result of these factors, LFP battery type for BEV and PHEV witnessed a growth in 2021 over 2017 across the region.
• The main LFP batteries for PHEV and BEV markets are in Asian nations like China, India, and Japan. This battery type accounted for all BEV and PHEV battery consumption in the APAC region. Some of the major Asian manufacturers of LFP batteries include CATL, BYD, Gotion High Tech Co. Ltd, CALB, and LG. In various countries like India, Japan, China, and Thailand, the demand for BEV and PHEV is rising rapidly, increasing the need for LFP batteries. As a result, the demand for LFP batteries used in electric vehicles increased in 2022 over 2021.
• Various companies are setting up factories to produce LFP batteries, which will be various electric vehicles in the APAC region, including BEVs and PHEVs. In November 2022, VinES Energy Solutions and Gotion High-Tech started the construction of the new battery gigafactory in Vietnam. The plant will have an annual capacity of 5gWH and produce LFP batteries. Production is expected to start by the third quarter of 2023. As a result, the demand for LFP batteries for BEV and PHEV is projected to grow in various countries, falling under the APAC region during the forecast period.

Rapid expansion of the LFP mattery pack market in Asia-Pacific countries is projected to witness a continuous growth in the forecast period

• The recent trends in the Asia-Pacific market indicate a vigorous expansion in the LFP battery pack market across several countries. China was the frontrunner, with a substantial volume of 229.86 million kWh in 2022, projected to grow to approximately 262.54 million kWh in 2023. This growth was mirrored in other significant markets like Japan and South Korea, which showcased volumes of 31.79 million kWh and 3.02 million kWh, respectively, in 2022, with expectations of further growth in 2023. Notably, markets like India and the Rest of Asia-Pacific segment, although started from a smaller base, showed promising trends with increasing volumes in 2022 and registered a burgeoning acceptance of LFP battery packs. This upward trajectory can be attributed to several factors, including governmental initiatives promoting green mobility, advancements in battery technology, and a growing emphasis on adopting sustainable energy solutions in the automotive industry.
• The forecast period anticipates continuous and robust growth in the LFP battery pack market in the Asia-Pacific countries. China is projected to maintain its leadership position, with volumes expected to reach around 541.58 million kWh by 2029. Japan, following suit, predicts steady growth, aiming to achieve a volume of approximately 76.54 million kWh in the same period. Similarly, South Korea, India, and the Rest of Asia-Pacific segment are forecast to witness substantial growth, emphasizing the broadening acceptance and integration of LFP battery packs in these markets. The anticipated growth is fostered by ongoing research and development in battery technology, expanding infrastructural capabilities, and governmental policies promoting the transition toward electric mobility.

Asia-Pacific LFP 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 LFP Battery Pack Industry Overview

The Asia-Pacific LFP Battery Pack Market is fragmented, with the top five companies occupying 7.17%. The major players in this market are BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), EVE Energy Co. Ltd., Gotion High-Tech Co. Ltd. and LG Energy Solution Ltd. (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 Lithium
  • 5.7.2 Natural Graphite
  • 5.7.3 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 Farasis Energy (Ganzhou) Co. Ltd.
  • 6.4.6 FinDreams Battery Co. Ltd.
  • 6.4.7 Gotion High-Tech Co. Ltd.
  • 6.4.8 GS Yuasa International Ltd.
  • 6.4.9 Leapmotor (Jinhua) New Energy Vehicle Parts Technology Co., Ltd.
  • 6.4.10 LG Energy Solution Ltd.
  • 6.4.11 Panasonic Holdings Corporation
  • 6.4.12 Resonac Holdings Corporation
  • 6.4.13 SAIC Volkswagen Power Battery Co. Ltd.
  • 6.4.14 Samsung SDI Co. Ltd.
  • 6.4.15 SK Innovation Co. Ltd.
  • 6.4.16 SVOLT Energy Technology Co. Ltd. (SVOLT)
  • 6.4.17 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