日本電動車電池組：市場佔有率分析、產業趨勢與統計、成長預測（2025-2029 年）

日本電動車電池組市場規模預計在 2025 年達到 69.6 億美元，在 2029 年達到 76.7 億美元，預測期（2025-2029 年）的複合年成長率為 2.46%。

政府支持和技術進步將推動純電動車的普及

• 在日本，汽車電動化近年來不斷推進。日益成長的環境問題、電動車標準的實施、電動車相對於石化燃料汽車的優勢以及政府以回扣和補貼形式提供的支持（例如，從 2021 年起為電池電動車提供 7,200 美元的補貼）等因素正在推動日本對 BEV 和 PHEV 等電動車的需求。因此，日本對電動車和插電式混合動力車鋰離子電池的需求大幅成長。
• 插電式混合動力車的需求高於純電動車。然而，市場上的絕大部分（約佔所有電動車銷量的 90% 或更多）都是混合動力汽車。插電式混合動力汽車可以選擇切換到燃料或電池動力。然而，充電基礎設施的發展正在逐步鼓勵對電動車的投資。
• 隨著對電池電動車的需求增加，對鋰離子電池的需求也隨之增加。 2023 年，純電動車使用的電池將佔電動車總銷量的 88.1%。然而，各公司都在宣布推出插電式混合動力汽車類別的新產品。 2023年3月，豐田發表了新型插電式混合動力車普銳斯，電池續航力約105公里，並開始接受預訂。預計預測期內新產品的推出將增強日本的電動車和電池產業。

日本電動車電池組市場趨勢

豐田集團佔據市場主導地位，其次是日產、本田、三菱和寶馬，推動著向永續移動的轉變

• 日本的電動車市場成長緩慢。市場高度整合，主要由五大公司推動，到 2022 年將佔據 90% 以上的市場。這些公司包括豐田集團、日產汽車公司、本田汽車公司、三菱汽車和寶馬。豐田集團是日本最大的電動車零售商，約佔電動車銷量的57%。身為國產廠商，也深得消費者信賴。該公司提供廣泛的產品系列，並在全國擁有龐大的銷售和服務網路。
• 日產的市場佔有率約21%，是日本第二大電動車銷售商。日產擁有強大的品牌形像以及對創新和技術的廣泛承諾。它提供廣泛的產品系列並且財務狀況良好。本田以 17% 的銷量佔有率位居第三。本公司擁有強大的研發能力，專注於開發領域。
• 三菱汽車在日本電動車銷售中所佔佔有率為 2.8%，排名第四。該公司以客戶為中心，主要關注客戶的需求，作為一個國家品牌，它擁有一群值得信賴的忠實客戶。 BMW在日本電動車市場排名第五，市場佔有率約0.33%。在日本銷售電動車的其他公司包括梅賽德斯·奔馳、雷諾、標緻和沃爾沃。

日產和豐田將在 2022 年成為日本電動車銷售第一，推動電池組需求

• 過去幾年，日本的電動車市場一直在逐步成長。日本對電動車的需求正在成長。日本消費者想要經濟、小型且容易停放的汽車。在日本，各種品牌都為電動超小型掀背車提供了不錯的選擇。因此，日本對電動掀背車和緊湊型 SUV 的需求正在成長，因為與其他車型相比，SUV 在各種道路條件下都能提供更舒適的乘坐體驗。
• 由於越來越多的人選擇小型車來避免交通堵塞並更容易停車，掀背車在全國各地暢銷。 Toyota Aqua Prius C 在 2022 年實現了強勁的銷售成長，因為它是最省油且非常實惠的混合動力掀背車之一，吸引了消費者。在日本，人們對一系列細分市場的興趣日益濃厚，其中包括豐田的緊湊型 SUV Yaris Cross，該車在 2022 年銷量強勁。其值得信賴的品牌形象使其成為日本最暢銷的品牌之一。
• 由於採用混合動力傳動系統， Corolla Cross 也成為 2022 年豐田在日本電動車市場上最暢銷的車型之一，並以其高燃油效率和大座位容量吸引了消費者。日本電動車市場也出現了一系列來自各個品牌的電動 SUV 和轎車。一種常見的汽車是本田 Vezel，其 2022 年的銷售量強勁。在日本電動車市場上競爭的其他車款包括Toyota Sienta 和Toyota Raize Hybrid。

日本電動車電池組產業概況

日本電動車電池組市場格局適度整合，前五大廠商合計佔有43.72%的市場。市場的主要企業是：寧德時代新能源科技（CATL）、GS Yuasa International Ltd.、Lithium Energy Japan Inc.、Prime Planet Energy & Solutions Inc. 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
  • 日本
• 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
• 電池化學
  • LFP
  • 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

第6章 競爭格局

• 重大策略舉措
• 市場佔有率分析
• 業務狀況
• 公司簡介
  • Blue Energy Co. Ltd.
  • BYD Company Ltd.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Envision AESC Japan Co. Ltd.
  • GS Yuasa International Ltd.
  • Lithium Energy Japan Inc.
  • Maxell Ltd.
  • Panasonic Holdings Corporation
  • Prime Planet Energy & Solutions Inc.
  • Primearth EV Energy Co. Ltd.
  • TOSHIBA Corp.
  • Vehicle Energy Japan 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 Japan EV Battery Pack Market size is estimated at 6.96 billion USD in 2025, and is expected to reach 7.67 billion USD by 2029, growing at a CAGR of 2.46% during the forecast period (2025-2029).

Government support and technological advancements drive the adoption of BEVs

• Electrification of vehicles has been gaining popularity in Japan over the past few years. Factors such as growing environmental concern, enforcing norms related to electric vehicles, advantages of electric vehicles over fossil fuel vehicles, and government help in terms of rebates and subsidies (such as since 2021, a subsidy of USD 7,200 has been offered on battery electric vehicles) have increased the demand of electric vehicles such BEVs and PHEVs in the country. This led to a significant growth in the demand for lithium-ion batteries for electric vehicles and plug-in hybrid electric vehicles in Japan.
• The demand for plug-in hybrid electric vehicles is higher than the battery electric vehicles. However, the majority of the market, i.e., around more than 90% of the sales of overall electric vehicles, is dominated by hybrid vehicles. Plug-in hybrid vehicles have the option of switching to fuel or battery. However, development in the charging infrastructure is encouraging people to invest in battery electric vehicles gradually.
• The requirement for lithium-ion batteries is increasing with the increased demand for battery electric vehicles. Batteries used in pure electric cars acquired a share of 88.1% in the overall sales of EVs in 2023. However, various companies are launching new products in the plug-in hybrid category. In March 2023, Toyota unveiled its new plug-in hybrid electric car, Prius, which provides a battery range of around 105 km, and bookings of the vehicle started. The introduction of new products is anticipated to strengthen Japan's electric car and battery industries during the forecast period.

Japan EV Battery Pack Market Trends

TOYOTA GROUP DOMINATES THE MARKET, FOLLOWED BY NISSAN, HONDA, MITSUBISHI, AND BMW, DRIVING THE SHIFT TOWARD SUSTAINABLE MOBILITY

• The Japanese electric vehicle market is growing gradually. The market is highly consolidated and is largely driven by five major companies, which held more than 90% of the market in 2022. These companies include Toyota Group, Nissan, Honda, Mitsubishi, and BMW. Toyota Group is the largest seller of electric vehicles in Japan, accounting for around 57% of the share in EV sales. Being a domestic manufacturer, the company has the trust of consumers. The company is offering a wide product portfolio and a huge sales and service network across the country.
• Nissan holds a market share of around 21%, making it the second-largest seller of electric vehicles across Japan. The company has a strong brand image and is extensively involved with work on innovation and technology. The company offers a wide product portfolio and has a strong financial condition. The third highest market share, 17%, for electric vehicle sales was recorded by Honda. The company has strong R&D capabilities and focuses on the areas of development.
• Mitsubishi has secured fourth place in EV sales across Japan with 2.8% of the market share. The company is customer-centric and primarily focuses on customer requirements, and being a domestic brand, the company has reliable and loyal customers. The 5th largest player operating in the Japanese EV market is BMW, maintaining its market share at around 0.33%. Other players selling EVs in Japan include Mercedes-Benz, Renault, Peugeot, and Volvo.

In 2022, Nissan and Toyota sold the most EVs in Japan, driving battery pack demand

• The Japanese electric vehicle market has been growing gradually over the past few years. The country has witnessed a growing demand for electric cars. Consumers in Japan are looking for economical and small cars that can be parked easily. Various brands in Japan are offering good options for electric sub-compact hatchbacks. As a result, the demand for electric hatchbacks and compact SUVs is growing in the country as SUVs offer comfortable rides in various road conditions compared to other models.
• Since more people choose tiny cars to avoid traffic and for easier parking, the hatchback has seen strong sales across the country. Toyota Aqua Prius C saw significant sales growth in 2022, as it is among the very affordable hybrid hatchbacks with good fuel efficiency, attracting consumers. People in Japan are showing interest in various segments, such as Toyota's Yaris Cross, a compact SUV that witnessed good sales units in 2022. Owing to its highly reliable brand image, the company is a bestselling brand in Japan.
• Corolla Cross was also one of the bestsellers from Toyota in the Japanese EV market in 2022 due to its hybrid powertrain, attracting consumers due to its high fuel efficiency and large seating capacity. The Japanese EV market also features a variety of electric SUVs and sedans from various brands. One of the common cars is the Honda Vezel, which saw good sales in 2022. Other cars in the Japanese EV market that are in the competition include Toyota Sienta and Toyota Raize Hybrid.

Japan EV Battery Pack Industry Overview

The Japan EV Battery Pack Market is moderately consolidated, with the top five companies occupying 43.72%. The major players in this market are Contemporary Amperex Technology Co. Ltd. (CATL), GS Yuasa International Ltd., Lithium Energy Japan Inc., Prime Planet Energy & Solutions Inc. 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 Japan
• 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 Battery Chemistry
  • 5.3.1 LFP
  • 5.3.2 NCM
  • 5.3.3 NMC
  • 5.3.4 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

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 Blue Energy Co. Ltd.
  • 6.4.2 BYD Company Ltd.
  • 6.4.3 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.4 Envision AESC Japan Co. Ltd.
  • 6.4.5 GS Yuasa International Ltd.
  • 6.4.6 Lithium Energy Japan Inc.
  • 6.4.7 Maxell Ltd.
  • 6.4.8 Panasonic Holdings Corporation
  • 6.4.9 Prime Planet Energy & Solutions Inc.
  • 6.4.10 Primearth EV Energy Co. Ltd.
  • 6.4.11 TOSHIBA Corp.
  • 6.4.12 Vehicle Energy Japan 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