北美 LFP 電池組：市場佔有率分析、行業趨勢和統計、成長預測（2025-2029 年）

北美 LFP 電池組市場規模預計在 2025 年為 7.6 億美元，預計到 2029 年將達到 20.6 億美元，預測期內（2025-2029 年）的複合年成長率為 28.27%。

政府支持和技術進步將推動磷酸鐵鋰電池在純電動車中的應用

• 2023 年，北美電動車 (EV) 的磷酸鋰鐵(LFP) 電池組的採用和銷量穩步成長。與其他電池化學成分相比，LFP 電池由於其能量密度高、循環壽命長和成本低而越來越受歡迎。然而，配備 LFP 電池組的電動車一次充電的典型續航里程約為 320 至 480 公里。
• 受政府法規和獎勵措施、消費者對電動車的需求以及電池技術的進步等因素的推動，預計未來幾年北美 LFP 電池組的採用和滲透率將繼續成長。此外，汽車製造商正在繼續致力於提高 LFP 電池組的性能並降低其成本，這可能會促進其在電動車市場的更廣泛應用。
• 例如，加拿大魁北克省宣布了一項新計劃，將投資 36.7923 億美元（50 億加元）用於生產和回收電動車電池，包括 LFP 電池。包括特斯拉和通用汽車在內的多家OEM正在北美投資開發和生產搭載 LFP 電池的電動車。加州的目標是到 2035 年，該州銷售的所有新車和卡車都為零排放汽車。總體而言，北美電動車 LFP 電池組市場前景光明，由於消費者需求的增加、技術進步和政府的支持，預計未來幾年將繼續成長。

電池成本下降和市場條件的不斷變化將導致北美電動車市場更多地採用磷酸鐵鋰電池

• 北美，特別是美國和加拿大的LFP電池市場正在逐步發展。在電動車 (EV) 市場，LFP 電池的使用並不像其他鋰離子電池那麼普遍，但有跡象表明人們對此的興趣和採用正在增加。 LFP 電池正在被應用於安全性、長循環壽命和熱穩定性是關鍵因素的小眾電動車應用。這些應用包括電動公車、商用車和其他專用電動車輛。 LFP 電池的堅固性和高功率供給能力使其在這些特殊使用案例上具有吸引力。
• 儘管LFP電池在搭乘用電動車市場並未廣泛應用，但它在北美地區引起了人們的關注並被採用。 LFP 電池在某些優先考慮耐用性和可靠性而不是能量密度的細分市場中越來越受歡迎。例如，在電動公車領域，長循環壽命和穩定的性能非常重要，LFP 電池因其長壽命和堅固的特性而擴大被採用。
• 儘管美國和加拿大的搭乘用電動車中 LFP 電池的採用率可能較低，但隨著時間的推移，採用率可能會增加。不斷變化的市場條件、電池技術的進步和消費者偏好的變化可能會影響未來幾年電池化學選擇。此外，LFP電池成本正在下降，使得其在市場上更具競爭力。因此，一些電動車製造商和電池供應商已開始將 LFP 電池納入其產品中，以滿足特定的客戶需求和細分市場。

北美LFP電池組市場趨勢

北美電動車市場的主要企業包括特斯拉、豐田、福特、現代和本田。

• 北美電動車市場將由前五大公司強力推動，到2023年將佔據70%以上的市場。這些領先企業包括特斯拉、豐田集團、福特集團、現代汽車和本田。特斯拉是北美最大的電動車銷售商，佔約33%的市場。該公司專注於強大的創新技術，並與各種電動車零件（例如電池）製造商建立了強大的策略夥伴關係。作為一家美國公司，我們提供優質的產品和服務，並在北美的美國和加拿大等主要國家擁有強大的基本客群。
• 豐田集團是北美第二大電動車銷售商，市場佔有率約30.8%。該公司擁有強大的供應鏈和分銷網路。豐田在客戶中擁有值得信賴的品牌形象。其電動車銷量在北美國家中排名第三。福特集團以約9.9%的市場佔有率收購了它。憑藉強大的品牌形象和多樣化的產品，在北美國家擁有龐大的基本客群。
• 現代汽車位居第四，在北美電動車銷售市場佔有率。憑藉強大的生產和供應鏈網路，該公司為不同類型的客戶提供從實惠到高階定價的各種創新和多樣化產品。本田在電動車市場排名第五，市場佔有率約5.22%。在北美銷售電動車的其他公司包括吉普、雪佛蘭、寶馬和沃爾沃。

美國是最大的電動車市場，需求龐大，到 2023 年將佔全部區域電池組市場的 60% 以上。

• 隨著北美幾個國家的電動車數量穩定成長，2023 年對電池的需求將飆升。雖然該地區銷售許多其他品牌和車型，但 2023 年排名前五的車型——特斯拉 Model Y、特斯拉 Model 3、豐田 Rav 4、豐田 Sienta 和本田 CRV——佔據了相當大的市場佔有率。特斯拉 Model Y 在 2023 年以 247,344 輛的銷量繼續保持美國銷量第一的寶座。 Model Y 因其續航里程長、座位數多、載貨負載容量足而極受歡迎。
• 特斯拉Model 3位居第二，2023年在美國售出215,500輛，有後輪驅動和性能版本可供選擇。由於強大的效能特性，Model 3 正在吸引客戶。在電動車銷量方面，ToyotaRav4在美國和北美的銷量為149,938輛，排名第三。該車配備了插電式混合動力技術和包括 Toyota Safety Sense 在內的多項 ADAS 功能。
• Toyota Sienta 是美國第四暢銷的電動車，銷量為 69,720 輛。該車可選配 2.5 升引擎和混合動力傳動系統。那些擁有大家庭且需要七人座的消費者對於豐田 Sienna 的反應非常好。排名第五的是本田CRV，2023年美國銷量為69,720輛。其他暢銷車型包括豐田Highlander、吉普牧馬人、豐田凱Camry、本田雅閣和福特野馬 Mach-E。

北美LFP電池組產業概況

北美LFP電池組市場較為分散，前五大廠商的市佔率合計為3.58%。市場的主要企業是：A123 Systems LLC、Clarios International Inc.、Contemporary Amperex Technology (CATL)、LG Energy Solution Ltd. 和 Primearth EV Energy（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
  • 北美洲
• 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
  • 加拿大
  • 美國

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
  • A123 Systems LLC
  • ACDELCO（Subsidiary Of General Motors）
  • American Battery Solutions Inc.
  • Clarios International Inc.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Electrovaya Inc.
  • Envision AESC Japan Co. Ltd.
  • LG Energy Solution Ltd.
  • Nikola Corporation
  • Primearth EV Energy Co. Ltd.
  • QuantumScape 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 North America LFP Battery Pack Market size is estimated at 0.76 billion USD in 2025, and is expected to reach 2.06 billion USD by 2029, growing at a CAGR of 28.27% during the forecast period (2025-2029).

Government support and technological advancements drive LFP battery adoption in the BEV segments

• In 2023, the adoption and sales of lithium iron phosphate (LFP) battery packs for electric vehicles (EVs) steadily increased in North America. LFP batteries are becoming increasingly popular due to their high energy density, long cycle life, and low cost compared to other battery chemistries. However, the typical range for an EV with an LFP battery pack is around 320-480 km per charge.
• The adoption and penetration of LFP battery packs in North America are expected to continue to grow in the coming years, driven by factors such as government regulations and incentives, consumer demand for EVs, and advancements in battery technology. Moreover, the ongoing efforts of automakers to improve the performance and reduce the cost of LFP battery packs will also contribute to their increased adoption in the EV market.
• For example, the Canadian province of Quebec announced a new plan to invest USD 3,679.23 million (CAD 5 billion) in the production and recycling of EV batteries, including LFP batteries. Several OEMs, including Tesla and General Motors, are investing in the development and production of EVs with LFP batteries in North America. Governments in the region have set targets for phasing out fossil fuel-powered vehicles and promoting the adoption of EVs, such as California's goal of having all new passenger cars and trucks sold in the state be zero-emission vehicles by 2035. Overall, the future of the North American LFP battery pack market for electric vehicles looks promising, with continued growth expected in the coming years due to increasing consumer demand, technological advancements, and government support.

Decreasing battery costs and evolving market conditions are leading to increased adoption of LFP batteries in the North American EV market

• The market for LFP batteries in North America, specifically in the United States and Canada, is gradually evolving. Although LFP batteries were not as commonly used as other lithium-ion battery chemistries in the electric vehicle (EV) market, signs of increasing interest and adoption have emerged. LFP batteries have been adopted in niche EV applications where safety, long cycle life, and thermal stability are critical factors. These applications include electric buses, commercial fleet vehicles, and other specialized electric vehicles. The robustness of LFP batteries and their ability to deliver high power have made them attractive for these specific use cases.
• Despite being less prevalent in the passenger EV market, LFP batteries have gained some attention and adoption in North America. LFP batteries have gained traction in specific market segments that prioritize durability and reliability over energy density. For instance, in the electric bus sector, where long cycle life and consistent performance are important, LFP batteries have been increasingly adopted due to their extended lifespan and robust characteristics.
• While LFP batteries may have been less common in passenger EVs in the United States and Canada, their adoption could have increased over time. The evolving market conditions, advancements in battery technology, and changing consumer preferences can influence the choice of battery chemistries in the coming years. Moreover, the cost of LFP batteries has been decreasing, making them more competitive in the market. As a result, some EV manufacturers and battery suppliers have started incorporating LFP batteries into their product offerings to cater to specific customer needs and market segments.

North America LFP Battery Pack Market Trends

The major players in the North American electric vehicle market include Tesla, Toyota, Ford, Hyundai, and Honda

• The North American electric vehicle market is majorly driven by the five major players, accounting for more than 70% of the market in 2023. These prominent players include Tesla, Toyota Group, Ford Group, Hyundai, and Honda. Tesla is the highest seller of electric vehicles in the various North American countries, accounting for around 33% of the market. The company focuses on strong innovation technologies and has strong strategic partnerships with various EV components (such as a battery) manufacturers. Being a US-based company, it has a strong customer base with great product and service offerings in major countries like the United States and Canada across North America.
• Toyota Group is the second largest seller of electric vehicles, accounting for around 30.8% market share across North America. The company has a strong supply chain and distribution network. Toyota has a reliable brand image among its customers. It ranks third in EV sales across various countries in North America. Ford Group acquired it with around 9.9% of the market share. The company has a large customer base in North American countries due to its strong brand image and diverse offerings.
• Hyundai is the fourth largest player, acquiring around 5.48% of the market share in EV sales across North America. The company has a strong production and supply chain network, with wide innovative and diverse products offered for various types of customers looking from reasonable to premium pricing. The fifth-largest player operating in the EV market is Honda, maintaining its market share at around 5.22%. Some of the other players selling EVS in North America include Jeep, Chevrolet, BMW, and Volvo.

The United States was the largest market with huge EV demand and captured more than 60% of the battery pack market across the region in 2023

• In 2023, the demand for batteries surged as the number of electric vehicles steadily climbed across several North American countries. Many other brands and models are sold in the region, but the top five models in 2023, the Tesla Model Y, Tesla Model 3, Toyota Rav 4, Toyota Sienna, and Honda CRV, acquired a significant portion of the market. With 247,344 units sold in the United States in 2023, the Tesla Model Y maintained its top spot. The Model Y is very well-liked because of its long range, strong seating capacity, and huge luggage capacity.
• The Tesla Model 3 took second place with 215,500 sales in the United States in 2023. The rear-wheel drive and performance versions of the vehicle are available. Due to its strong performance characteristics, Model 3 is drawing customers. The Toyota Rav4 took third position in electric car sales, with sales of 149,938 in the United States and throughout North America. The vehicle has plug-in hybrid technology and several ADAS features, including Toyota Safety Sense.
• The Toyota Sienna has acquired fourth place in the electric vehicle models' sales, with 69,720 in the United States. The car comes with the option of a 2.5 l engine with a hybrid powertrain. Consumers with big families looking for seven-seater cars have positively responded to the Toyota Sienna. The fifth place was acquired by the Honda CRV, selling 69,720 units in 2023 in the United States. Other top-selling models include Toyota Highlander, Jeep Wrangler, Toyota Camry, Honda Accord, and Ford Mustang Mach-E.

North America LFP Battery Pack Industry Overview

The North America LFP Battery Pack Market is fragmented, with the top five companies occupying 3.58%. The major players in this market are A123 Systems LLC, Clarios International Inc., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd. and Primearth EV Energy 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 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 North America
• 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 Canada
  • 5.8.2 US

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 A123 Systems LLC
  • 6.4.2 ACDELCO (Subsidiary Of General Motors)
  • 6.4.3 American Battery Solutions Inc.
  • 6.4.4 Clarios International Inc.
  • 6.4.5 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.6 Electrovaya Inc.
  • 6.4.7 Envision AESC Japan Co. Ltd.
  • 6.4.8 LG Energy Solution Ltd.
  • 6.4.9 Nikola Corporation
  • 6.4.10 Primearth EV Energy Co. Ltd.
  • 6.4.11 QuantumScape 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