歐洲電動商用車電池組：市場佔有率分析、產業趨勢與統計、成長預測（2025-2029 年）

預計 2025 年歐洲電動商用車電池組市場規模將達到 18.3 億美元，預計到 2029 年將達到 40.9 億美元，預測期內（2025-2029 年）的複合年成長率為 22.29%。

成本下降和技術進步推動歐洲電動商用車市場對電池組的需求

• 歐洲電動商用車電池組市場在2017年至2022年間大幅成長，報告顯示，2020年歐洲電動商用車銷量成長57%，銷量超過3.6萬輛。輕型商用車（LCV）和中重型卡車（M&HDT）是最受歡迎的類別，佔總銷量的80％以上。在法規和獎勵的推動下，未來幾年電動商用車的採用和普及率預計將成長。
• 電動商用車需求的不斷成長也增加了對電池組的需求。電池密度和續航里程正在迅速提高，光是過去一年，電動商用車的平均續航里程就增加了 20% 以上。然而，電池組的成本仍然是廣泛採用的主要障礙。由於規模經濟和技術進步，預計到 2030 年電動商用車電池組成本將下降 56%。
• 展望未來，歐洲商用車純電動電池組市場預計將持續成長。隨著環境法規的收緊和碳中和經濟的持續發展，許多公司正在考慮將其汽車電氣化。電池技術發展也存在巨大機遇，包括固態電池和電池回收。此外，充電基礎設施的發展對於支援電動商用車的廣泛應用至關重要。

政府支持並投資推動歐洲電動車的普及

• 2017年至2021年期間，歐洲電動商用車電池組市場經歷了顯著成長。這一成長受到許多因素的推動，例如人們越來越關注環境問題、政府法規鼓勵人們使用電動車，以及電池技術的進步提高了電動商用車的性能和可靠性。
• 2022年歐洲電動商用車電池組市場將持續呈現正成長。推動這一成長的因素包括公司對電動商用車長期成本節約的認知不斷提高、充電基礎設施的擴大以及電池技術的持續進步，從而使電池組更加高效、更具吸引力。
• 預計 2023-2029 年預測期內歐洲電動商用車電池組市場將呈現強勁成長。由於政府推動交通電氣化的舉措、電池組成本下降以及持續進行提高電池性能的研究和開發等因素，預計這一成長還將繼續。消費者意識的不斷增強和對電動車環境效益的高度關注正在推動向永續交通的轉變。隨著這些因素不斷融合，電動車電池市場在未來幾年可能會繼續成長和進步，使電動車對全球消費者更具吸引力、更容易獲得。

歐洲電動商用車電池組市場趨勢

豐田集團引領歐洲電動車市場，其次是雷諾、特斯拉、起亞和寶馬

• 歐洲電動車市場正在經歷強勁成長，儘管活躍的參與者很多，但主要由五家主要公司推動，到 2022 年，這五家公司將佔據 50% 以上的市場佔有率。這五家公司包括豐田集團、起亞汽車、雷諾、特斯拉、起亞汽車和大眾。豐田集團是歐洲最大的電動車經銷商，市佔率約14.84%。該公司擁有強大的供應和分銷網路，可滿足其整個歐洲客戶的需求和供應。雷諾在電動車市場提供了廣泛的產品系列。
• 雷諾的市場佔有率約為 7.47%，是歐洲第二大電動車銷售商。雷諾擁有強大的品牌形象和強勁的財務狀況。我們與日產等領先品牌建立了聯盟和策略夥伴關係。特斯拉以6.71%的銷量位居電動車第三名。特斯拉致力於尖端技術創新，與包括電池在內的電動車零件製造商建立了強大的策略合作夥伴關係。
• 起亞是歐洲第四大電動車銷售商，市場佔有率約 6.26%。該公司為不同類型的客戶提供廣泛的產品類型，並且與其他品牌相比，為每種預算提供多種選擇。在歐洲電動車市場中排名第五的是BMW，市場佔有率約為6.14%。其他在歐洲國家銷售電動車的公司包括現代、賓士、寶馬、奧迪和福特。

由於歐洲電動車的廣泛銷售，特斯拉和雷諾將成為 2022 年電池組需求的最大貢獻者。

• 過去幾年，整個歐洲對電動車的需求急劇成長。電動車如今在歐洲道路上更為普遍。消費者對購買電動車的興趣因地區和國家而異，但在德國和英國這兩個最大的電動車市場，SUV 是最受歡迎的電動車類型。由於人們對舒適交通的興趣日益濃厚，而且 SUV 比轎車擁有更大的內部空間，歐洲國家對電動 SUV 的需求超過了轎車。
• 歐洲各地消費者對小型 SUV 的購買量正在急劇增加。特斯拉 Model Y 配備全馬達、五星級 NCAP 安全認證、可容納多達七名乘客的寬敞座位以及遠距續航里程等特點。 2022年，它成為英國、德國等幾個歐洲主要市場最受歡迎的車型之一。雷諾Arkana配備全混合動力引擎，由於其燃油效率和有競爭力的價格，獲得了包括法國在內的多個歐洲國家客戶的強烈銷售反響。
• Captur 是雷諾 2022 年在歐洲國家最暢銷的汽車之一，因為它提供混合動力和插電式混合動力傳動系統，並配備了一系列吸引買家的功能。歐洲電動車市場還擁有一系列國際品牌的電動 SUV 和轎車。常見的汽車包括豐田雅力士和福特 Kuga，這兩款車在 2022 年的銷量強勁。歐洲電動車市場的其他競爭對手包括飛雅特 500 和豐田雅力士 Cross。

歐洲電動商用車電池組產業概況

歐洲電動商用車電池組市場比較集中，前五大公司佔74.45%的市場。市場的主要企業有：Akasol AG、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和上汽大眾動力電池（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

• 電動商用車銷售
• 電動商用車銷量（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
  • 比利時
  • 法國
  • 德國
  • 匈牙利
  • 波蘭
  • 英國
• 價值鏈與通路分析

第5章 市場區隔

• 體型
  • 公車
  • LCV
  • M&HDT
• 推進類型
  • BEV
  • PHEV
• 電池化學
  • LFP
  • NCA
  • NCM
  • NMC
  • 其他
• 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
• 國家名稱
  • 法國
  • 德國
  • 匈牙利
  • 義大利
  • 波蘭
  • 瑞典
  • 英國
  • 其他歐洲國家

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
  • Akasol AG
  • BMZ Batterien-Montage-Zentrum GmbH
  • BYD Company Ltd.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • LG Energy Solution Ltd.
  • Microvast Holdings Inc
  • NorthVolt AB
  • Panasonic Holdings Corporation
  • SAIC Volkswagen Power Battery Co. Ltd.
  • Samsung SDI Co. Ltd.
  • SK Innovation Co. Ltd.
  • SVOLT Energy Technology Co. Ltd.（SVOLT）
  • TOSHIBA Corp.

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 Europe Electric Commercial Vehicle Battery Pack Market size is estimated at 1.83 billion USD in 2025, and is expected to reach 4.09 billion USD by 2029, growing at a CAGR of 22.29% during the forecast period (2025-2029).

Cost decline and technological advancements drive demand for battery packs in the European electric commercial vehicle market

• The European electric commercial vehicle battery pack market grew significantly from 2017 to 2022. According to a report, Europe witnessed a 57% increase in electric commercial vehicle sales in 2020, with over 36,000 units sold. LCVs and M&HDT were the most popular categories, representing over 80% of total sales. The adoption and penetration of electric commercial vehicles are expected to grow in the coming years, driven by regulations and incentives.
• The growing demand for electric commercial vehicles has also increased the demand for battery packs. Battery density and range have been improving rapidly, with the average range of electric commercial vehicles increasing by over 20% in the past year alone. However, the cost of battery packs remains a significant barrier to adoption. The cost of battery packs for electric commercial vehicles is expected to decline by 56% by 2030, driven by economies of scale and technological advancements.
• Looking toward the future, the pure electric battery pack market for commercial vehicles is expected to continue to grow in Europe. With increasing environmental regulations and a push toward a carbon-neutral economy, many companies are looking to electrify their fleets. There are also significant opportunities in the development of battery technology, including solid-state batteries and battery recycling. Additionally, the development of charging infrastructure will be critical to support the widespread adoption of electric commercial vehicles.

Government support and investments drive electric vehicle adoption in Europe

• Between 2017 and 2021, the European electric commercial vehicle battery pack market experienced significant growth. This growth was driven by factors such as rising environmental concerns, government regulations promoting electric vehicle adoption, and advancements in battery technology, which improved the performance and reliability of electric commercial vehicles.
• In 2022, the European electric commercial vehicle battery pack market continued its positive trajectory. This growth was influenced by factors such as increased awareness among businesses about long-term cost savings associated with electric commercial vehicles, the expansion of charging infrastructure, and ongoing advancements in battery technology, which enhanced the efficiency and appeal of battery packs.
• During the forecast period of 2023-2029, the European electric commercial vehicle battery pack market is expected to exhibit strong growth. This growth is expected to increase due to factors such as government initiatives promoting the electrification of transportation, decreasing costs of battery packs, and ongoing research and development efforts to improve battery performance. Heightened consumer awareness and a strong focus on the environmental advantages of electric vehicles are propelling the transition toward sustainable transportation. As these factors continue to converge, the EV battery market is poised to see continued growth and advancements in the coming years, making electric vehicles attractive and accessible for consumers worldwide.

Europe Electric Commercial Vehicle Battery Pack Market Trends

TOYOTA GROUP LEADS THE EUROPEAN EV MARKET, FOLLOWED BY RENAULT, TESLA, KIA, AND BMW

• The market for electric vehicles in various European countries is growing significantly, with numerous players operating, but it is largely driven by five major companies, which held more than 50% of the market in 2022. These companies include Toyota Group, Kia, Renault, Tesla, Kia, and Volkswagen. Toyota Group is the largest seller of electric vehicles in Europe, accounting for around 14.84% share of the electric car market. The company has a strong supply and distribution network catering to the demand and supply of customers in various European countries. The company has a wide product portfolio offering in the EV market.
• Renault holds a market share of around 7.47%, making it the second-largest seller of electric vehicles across Europe. The company has a good brand image and a strong financial position. The company has alliances and strategic partnerships with good brands such as Nissan. The 3rd highest market share, 6.71%, for electric vehicle sales was recorded by Tesla. The business focuses on cutting-edge innovations and has solid strategic alliances with producers of several EV parts, including batteries.
• The 4th largest place in European EV sales is Kia, accounting for around 6.26% of the market share. The company has wide product offerings for various types of customers with various budget-friendly options compared to other brands. The 5th largest player operating in the European EV market is BMW, maintaining its market share at around 6.14%. Some of the other players selling EVs in various European countries include Hyundai, Mercedes-Benz, BMW, Audi, and Ford.

Tesla and Renault are the largest contributors to the demand for battery packs, as a result of the widespread sale of EVs in Europe in 2022

• The demand for electric vehicles has dramatically increased during the past several years in every part of Europe. Electric vehicles are now more prevalent on European roadways. Although consumer interest in buying electric vehicles varies by area and by country, SUVs are the most popular type of electric vehicle in Germany and the United Kingdom, the region's two biggest markets for electric vehicles. The demand for electric SUVs is outpacing that for sedans in various European countries due to the increased interest in comfortable transportation and the fact that SUVs are roomier than sedans.
• The number of compact SUVs purchased by consumers has increased dramatically across Europe. The Tesla Model Y offers a fully electric motor, a 5-star NCAP safety certification, spacious seating for up to 7 passengers, a long-range, and other features. It became one of the most popular models in several major European markets, including the United Kingdom and Germany, in 2022. The Renault Arkana provides a full hybrid engine, which has received a strong sales reaction from customers in several European nations like France due to its fuel efficiency and competitive pricing.
• Captur was one of the best sellers from Renault in the European countries in 2022, owing to its offering of a hybrid and a plug-in hybrid powertrain, and is packed with lots of features attracting buyers. The European EV market also features a variety of electric SUVs and sedans from various international brands. One of the common cars is the Toyota Yaris and Ford Kuga, which recorded good sales in 2022. Other cars in the European EV market that are in the competition include the Fiat 500 and Toyota Yaris Cross.

Europe Electric Commercial Vehicle Battery Pack Industry Overview

The Europe Electric Commercial Vehicle Battery Pack Market is fairly consolidated, with the top five companies occupying 74.45%. The major players in this market are Akasol AG, BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd. and SAIC Volkswagen Power Battery Co. 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 Commercial Vehicle Sales
• 4.2 Electric Commercial 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 Belgium
  • 4.11.2 France
  • 4.11.3 Germany
  • 4.11.4 Hungary
  • 4.11.5 Poland
  • 4.11.6 UK
• 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
• 5.2 Propulsion Type
  • 5.2.1 BEV
  • 5.2.2 PHEV
• 5.3 Battery Chemistry
  • 5.3.1 LFP
  • 5.3.2 NCA
  • 5.3.3 NCM
  • 5.3.4 NMC
  • 5.3.5 Others
• 5.4 Capacity
  • 5.4.1 15 kWh to 40 kWh
  • 5.4.2 40 kWh to 80 kWh
  • 5.4.3 Above 80 kWh
  • 5.4.4 Less than 15 kWh
• 5.5 Battery Form
  • 5.5.1 Cylindrical
  • 5.5.2 Pouch
  • 5.5.3 Prismatic
• 5.6 Method
  • 5.6.1 Laser
  • 5.6.2 Wire
• 5.7 Component
  • 5.7.1 Anode
  • 5.7.2 Cathode
  • 5.7.3 Electrolyte
  • 5.7.4 Separator
• 5.8 Material Type
  • 5.8.1 Cobalt
  • 5.8.2 Lithium
  • 5.8.3 Manganese
  • 5.8.4 Natural Graphite
  • 5.8.5 Nickel
  • 5.8.6 Other Materials
• 5.9 Country
  • 5.9.1 France
  • 5.9.2 Germany
  • 5.9.3 Hungary
  • 5.9.4 Italy
  • 5.9.5 Poland
  • 5.9.6 Sweden
  • 5.9.7 UK
  • 5.9.8 Rest-of-Europe

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 Akasol AG
  • 6.4.2 BMZ Batterien-Montage-Zentrum GmbH
  • 6.4.3 BYD Company Ltd.
  • 6.4.4 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.5 LG Energy Solution Ltd.
  • 6.4.6 Microvast Holdings Inc
  • 6.4.7 NorthVolt AB
  • 6.4.8 Panasonic Holdings Corporation
  • 6.4.9 SAIC Volkswagen Power Battery Co. Ltd.
  • 6.4.10 Samsung SDI Co. Ltd.
  • 6.4.11 SK Innovation Co. Ltd.
  • 6.4.12 SVOLT Energy Technology Co. Ltd. (SVOLT)
  • 6.4.13 TOSHIBA Corp.

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