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

預計 2025 年 LFP 電池組市場規模將達到 520.3 億美元，到 2029 年將達到 673.9 億美元，預測期內（2025-2029 年）的複合年成長率為 6.68%。

成本下降和技術進步將推動電動乘用車和相關電池組的需求

• 全球電動車的持續成長推動了對電池的強勁需求。 LFP電池組是最常見的電池類型之一，被大多數汽車製造商廣泛用於車輛中。長生命週期、安全性和廉價生產等因素正在鼓勵汽車製造商將它們納入 BEV 和 PHEV 中。政府對電動車的採用日益嚴格的標準正在鼓勵人們選擇電動車。由於這些因素，2021 年全球整體LFP 電池類型與 2017 年相比成長了 244.70%。
• 中國、印度和日本等亞洲國家是 PHEV 和 BEV 用 LFP 電池的主要用戶。亞太地區佔全球電動車電池總使用量的 65% 以上，是 LFP 電池的主要用戶之一。生產LFP電池的主要公司包括 CATL、比亞迪、國軒高科、中航鋰電和 LG 等亞洲公司。歐洲和北美等多個地區對 BEV 和 PHEV 的需求正在大幅成長，這也推動了全球對 LFP 電池的需求。全球整體，2022 年電動車使用的 LFP 電池比 2021 年成長了 51.10%。
• 各公司已簽署契約，在其車輛中使用 LFP 電池。 2023 年 3 月，韓國汽車製造商現代汽車與中國電池製造商 CATL 簽署協議，將於 2023 年在其車輛中採用該公司的 LPF 電池。現代和起亞即將推出的經濟型電動車將配備 CATL 的 LFP 電池。預計預測期內此類發展將增加全球對 LFP 電池的需求。

電動車的成長和廉價車的普及將推動對 LFP 電池的需求

• 近年來，多個國家大力推動汽車電氣化，改變了不同類型電池的需求，其中包括 LFP。電動車需求的不斷成長源於許多因素，包括政府對電動車的嚴格標準、電動車相對於傳統燃油汽車的優勢以及政府補貼、減稅和退稅。價格實惠、續航里程、電池壽命和安全性是推動 LFP 電池市場快速擴張的一些因素。受此影響，歷史時期內全球對LFP電池的需求成長了約244.57%，其中大部分成長發生在亞太國家。
• 乘用車對LFP電池的成長貢獻巨大，其次是輕型卡車和巴士等商用車。由於以中國、美國和德國等國家主導的全球電動車的普及，2022 年 LFP 電池的需求將增加 90% 以上。這導致 2022 年全球對 LFP 電動車電池組的需求與前一年同期比較成長 51.10%。
• 2023 年 10 月，印度鋰電池新興企業OGO Energy 宣布將在 2023年終將 LFP 電池產能擴大至每年 1GWh。預計這些國家的發展將在預測期內推動全球電動車對 LFP 電池的需求。

LFP電池組市場趨勢

比亞迪和特斯拉引領電動車市場並塑造未來

• 2022年，比亞迪在電動車銷量方面領先市場，佔13.3%的佔有率。比亞迪的主導地位得益於幾個因素。比亞迪專注於生產電動車及相關技術，是電動車產業的早期和主要參與者。作為一個較早進入該市場的品牌，比亞迪已經贏得了廣大消費者的認可。比亞迪也積極進行全球擴張、建立夥伴關係以及投資研發，所有這些都有助於鞏固主導地位。
• 特斯拉一直處於電動車創新的前沿，並在電動車的全球普及中發揮了關鍵作用。 2022 年，特斯拉是電動車產業的重要參與者，市場佔有率為 12.2%。特斯拉強大的品牌形象、最尖端科技和廣泛的超級充電網路為其成功做出了貢獻。
• 在電動車市場的其他主要企業中，還有其他幾家公司佔有相當大的市場佔有率。 BMW在汽車產業享有盛譽，並且正在不斷擴大其市場佔有率，同時也透過其子品牌 BMW i 致力於電動車的發展。同樣，大眾汽車在 2022 年的市場佔有率為 3.9%，在「大眾汽車集團」的保護下，正在積極投資電動車。這些公司與梅賽德斯·奔馳、起亞和現代等其他公司一起，利用現有的品牌知名度，推出引人注目的電動車車型，並投資於提高電動車續航里程和性能的技術，重新佔領電動車行業。

特斯拉和比亞迪在 2022 年最暢銷的電動車車型中佔據主導地位

• 2022 年最暢銷的電動車車型由兩大原始OEM製造商主導：特斯拉和比亞迪。特斯拉以兩款車型Model Y和Model 3分別佔據第一和第三的位置，確立了市場強勢地位。特斯拉的Model Y是最受歡迎的插電式電動車，2022年全球銷量約77.13萬輛。同年，特斯拉Model 3和Model Y的銷量突破120萬輛，成為特斯拉最暢銷的車型，與前一年同期比較成長36.77%。最暢銷的五款插電式電動車 (PEV) 車型中有兩款是特斯拉品牌，但這家電池電動車製造商在 2022 年面臨亞洲品牌的競爭。由於其豐富的插電式混合動力電動車車型陣容，總部位於中國的比亞迪將在 2022 年超越特斯拉成為最暢銷的 PEV 品牌。緊接在特斯拉Model Y之後的是比亞迪宋Plus（BEV+PHEV），以477,090輛的銷量位居第二。比亞迪在中國市場佔有重要地位，以生產可靠、技術先進的電動車而聞名，這可能促成了宋 Plus 車型的強勁銷售表現。
• VolkswagenID.4是唯一一款進入前十名的歐洲PEV（插電式電動車），並在最暢銷的電動車車型中脫穎而出。 ID.4 在 2022 年的銷量為 174,090 輛，彰顯了大眾汽車對電動車的承諾及其在電動車市場日益成長的影響力。
• 總體而言，特斯拉和比亞迪的這些頂級電動車車型，以及五菱宏光 MINI EV 和大眾 ID.4 等其他知名競爭對手，都顯示消費者對電動車的需求日益成長。

LFP電池組產業概況

LFP電池組市場比較集中，前五大廠商佔99.48%。該市場的主要企業為：比亞迪股份有限公司、中國航空電池（CALB）、寧德時代新能源科技（CATL）、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
  • 比利時
  • 巴西
  • 中國
  • 哥倫比亞
  • 法國
  • 德國
  • 匈牙利
  • 印度
  • 印尼
  • 日本
  • 波蘭
  • 泰國
  • 英國
• 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
  • 其他材料
• 地區
  • 亞太地區
    • 按國家
    • 中國
    • 印度
    • 日本
    • 韓國
    • 泰國
    • 其他亞太地區
  • 歐洲
    • 按國家
    • 法國
    • 德國
    • 匈牙利
    • 義大利
    • 波蘭
    • 瑞典
    • 英國
    • 其他歐洲國家
  • 中東和非洲
  • 北美洲
    • 按國家
    • 加拿大
    • 美國
  • 南美洲

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.
  • China Aviation Battery Co. Ltd.（CALB）
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • EVE Energy Co. Ltd.
  • Guoxuan High-tech Co. Ltd.
  • LG Energy Solution Ltd.
  • Panasonic Holdings Corporation
  • Primearth EV Energy Co. Ltd.
  • Samsung SDI Co. Ltd.
  • SK Innovation Co. Ltd.
  • SVOLT Energy Technology Co. Ltd.（SVOLT）

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 LFP Battery Pack Market size is estimated at 52.03 billion USD in 2025, and is expected to reach 67.39 billion USD by 2029, growing at a CAGR of 6.68% during the forecast period (2025-2029).

Cost decline and technological advancements drive demand for electric passenger vehicles and related battery packs

• The demand for batteries is growing significantly owing to the continuous growth of electric mobility in various countries globally. LFP battery packs are one of the most common types of batteries widely used by the majority of automakers for their vehicles. Factors such as a long life cycle, safety, and cheap production are encouraging automakers to install these batteries in BEVs and PHEVs. Increasing government norms to adopt EVs is encouraging people to opt for EVs. Due to these factors, the LFP battery type witnessed a growth of 244.70% in 2021 over 2017 globally.
• Asian countries, including China, India, Japan, and others, are the main users of LFP batteries for PHEVs and BEVs. With more than 65% of the world's total battery usage in EVs, the APAC region is one of the major users of LFP batteries. Some of the major players in the production of LFP batteries are from Asia, including CATL, BYD, Gotion High Tech Co. Ltd, CALB, and LG. The demand for BEVs and PHEVs is increasing significantly in several regions, including Europe and North America, which has also helped drive up LFP battery demand globally. LFP batteries used in electric vehicles witnessed an increase of 51.10% in 2022 over 2021 globally.
• Various companies are signing deals to adopt LFP batteries in their vehicles. In March 2023, South Korean automaker Hyundai signed a deal with the Chinese battery maker CATL to use its LPF batteries in their vehicles in 2023. Upcoming affordable electric cars from Hyundai and Kia will be equipped with CATL LFP batteries. Such developments are projected to increase the global demand for LFP batteries during the forecast period.

Growth in EVs and rising adoption of affordable cars are driving the LFP battery demand

• The demand for different kinds of batteries, including LFP, has changed as the electrification of vehicles has increased dramatically in several nations in recent years. Increased demand for electric vehicles (EVs) can be attributed to a number of factors, including the government's introduction of strict norms for EVs, the advantages of EVs over vehicles powered by conventional fuels, and government subsidies, tax breaks, and rebates. Affordability, driving range, battery life, and safety ratings have all contributed to the LFP battery market's rapid expansion. This has led to a global rise in demand for LFP batteries of around 244.57% in the historical period, with the majority of this growth occurring in Asia-Pacific countries.
• Passenger cars have highly contributed to the growth of LFP batteries, followed by commercial vehicles such as light trucks and buses. The demand for LFP batteries expanded by more than 90% in 2022 as a result of the worldwide increase in the popularity of EVs, led by countries like China, the United States, and Germany. This led to an increase of 51.10% in the global demand for LFP EV battery packs in 2022 compared to the previous year.
• In October 2023, OGO Energy, an India-based start-up of lithium batteries, announced it would expand its production capacity of LFP batteries to 1 GWh annually by the end of 2023. Such developments in various countries are expected to boost the demand for LFP batteries for use in electric vehicles during the forecast period globally.

LFP Battery Pack Market Trends

BYD AND TESLA ARE LEADING THE CHARGE IN THE EV MARKET AND SHAPING THE FUTURE

• In 2022, BYD was the market leader in electric vehicle sales and held a share of 13.3%. BYD's leading position can be attributed to several factors. It has been an early and prominent player in the EV industry, with a strong focus on producing electric vehicles and related technologies. The company's early entry into the market allowed it to establish a solid foundation and gain recognition among consumers. BYD has also been actively expanding its operations globally, forging partnerships, and investing in research and development, all of which contribute to its leading position.
• Tesla has been at the forefront of electric vehicle innovation and has played a crucial role in popularizing EVs worldwide. Tesla was a significant player in the EV industry in 2022, with a market share of 12.2%. Tesla's strong brand image, cutting-edge technology, and extensive Supercharger network have contributed to its success.
• Among the other players in the EV market, there are several notable companies that hold significant market shares. BMW's established reputation in the automotive industry, coupled with its commitment to electric mobility through its "BMW i" sub-brand, has contributed to its market presence. Similarly, Volkswagen, which held a market share of 3.9% in 2022, has been actively investing in electric mobility under its "Volkswagen Group" umbrella. These companies, along with others like Mercedes-Benz, Kia, and Hyundai, are recolonizing the EV industry by leveraging their existing brand recognition, introducing compelling electric vehicle models, and investing in technology to enhance the range and performance of their electric offerings.

TESLA AND BYD DOMINATED THE BEST-SELLING EV MODELS OF 2022

• The best-selling EV models in 2022 were dominated by two key OEMs: Tesla and BYD. Tesla held a strong market position with two of its models, the Model Y and Model 3, capturing the first and third spots, respectively. The Tesla Model Y was the most popular plug-in electric vehicle, with global unit sales of roughly 771,300 in 2022. That year, deliveries of Tesla's Model 3 and Model Y surpassed 1.2 million, a Y-o-Y increase of 36.77% for Tesla's best-selling models. While two of the five best-selling plug-in electric vehicle (PEV) models were Tesla-branded, the battery electric vehicle manufacturer faced competition from Asian brands in 2022. China-based BYD overtook Tesla as the best-selling PEV brand in 2022, relying on a large offering of plug-in hybrid electric models. Following closely behind the Tesla Model Y, the BYD Song Plus (BEV + PHEV) secured the second spot, with sales reaching 477,090 units. BYD's established presence in the Chinese market, along with its reputation for producing reliable and technologically advanced electric vehicles, likely contributed to the strong sales performance of the Song Plus models.
• The Volkswagen ID.4 stood out among the best-selling EV models as the only European PEV (Plug-in Electric Vehicle) in the top ten. With a sales volume of 174,090 units in 2022, the ID.4 demonstrated Volkswagen's commitment to electric mobility and its growing presence in the EV market.
• Overall, these top-performing EV models from Tesla and BYD, along with other notable contenders like the Wuling Hong Guang MINI EV and Volkswagen ID.4, demonstrate the increasing consumer demand for electric vehicles.

LFP Battery Pack Industry Overview

The LFP Battery Pack Market is fairly consolidated, with the top five companies occupying 99.48%. The major players in this market are BYD Company Ltd., China Aviation Battery Co. Ltd. (CALB), Contemporary Amperex Technology Co. Ltd. (CATL), Guoxuan 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 Belgium
  • 4.11.2 Brazil
  • 4.11.3 China
  • 4.11.4 Colombia
  • 4.11.5 France
  • 4.11.6 Germany
  • 4.11.7 Hungary
  • 4.11.8 India
  • 4.11.9 Indonesia
  • 4.11.10 Japan
  • 4.11.11 Poland
  • 4.11.12 Thailand
  • 4.11.13 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
  • 5.1.4 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 Other Materials
• 5.8 Region
  • 5.8.1 Asia-Pacific
    • 5.8.1.1 By Country
    • 5.8.1.1.1 China
    • 5.8.1.1.2 India
    • 5.8.1.1.3 Japan
    • 5.8.1.1.4 South Korea
    • 5.8.1.1.5 Thailand
    • 5.8.1.1.6 Rest-of-Asia-Pacific
  • 5.8.2 Europe
    • 5.8.2.1 By Country
    • 5.8.2.1.1 France
    • 5.8.2.1.2 Germany
    • 5.8.2.1.3 Hungary
    • 5.8.2.1.4 Italy
    • 5.8.2.1.5 Poland
    • 5.8.2.1.6 Sweden
    • 5.8.2.1.7 UK
    • 5.8.2.1.8 Rest-of-Europe
  • 5.8.3 Middle East & Africa
  • 5.8.4 North America
    • 5.8.4.1 By Country
    • 5.8.4.1.1 Canada
    • 5.8.4.1.2 US
  • 5.8.5 South America

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 China Aviation Battery Co. Ltd. (CALB)
  • 6.4.3 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.4 EVE Energy Co. Ltd.
  • 6.4.5 Guoxuan High-tech Co. Ltd.
  • 6.4.6 LG Energy Solution Ltd.
  • 6.4.7 Panasonic Holdings Corporation
  • 6.4.8 Primearth EV Energy Co. Ltd.
  • 6.4.9 Samsung SDI Co. Ltd.
  • 6.4.10 SK Innovation Co. Ltd.
  • 6.4.11 SVOLT Energy Technology Co. Ltd. (SVOLT)

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