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

NMC 電池組市場規模預計在 2025 年為 378.4 億美元，預計到 2029 年將達到 606.2 億美元，預測期內（2025-2029 年）的複合年成長率為 12.50%。

隨著電動車的普及，對 NMC 電池的需求不斷增加

• 近年來，全球電動車發展迅猛，對不同類型電池的需求產生了積極影響。各汽車製造商在 BEV 和 PHEV 中均使用 NMC 電池類型。然而，這種電池類型正在緩慢成長，主要需求來自歐洲製造商。由於政府的嚴格監管和即將訂定的石化燃料汽車禁令，人們開始轉向選擇 BEV 和 PHEV。由於這些因素，2021 年全球整體NMC 電池類型與 2017 年相比成長了 109.56%。
• PHEV 和 BEV 對 NMC 電池的主要需求將來自歐洲國家，例如義大利，義大利是 NMC 電池的主要用戶之一，佔 BEV 和 PHEV 總電池使用量的 25% 以上，其次是法國和德國。亞太地區和北美等各個地區對 BEV 和 PHEV 的需求也顯著成長，從而推動全球對 NMC 電池的需求不斷成長。因此，2022 年全球整體電動車使用的 NMC 電池與 2021 年相比成長了 115.66%。
• 各汽車製造商紛紛推出新產品，可望增強電池產業的發展。 2022年11月，奧迪在歐洲市場推出了全新電池電動SUV Q8 e-tron。該車配備114kWh NMC 電池，一次充電可行駛 600 公里。預計在預測期內，其他國家的此類發布將加速全球 BEV 和 PHEV 對 NMC 電池的需求和銷售。

我們看到電動車的蓬勃發展以及消費者逐漸轉向注重性能的汽車。

• 近年來，各國汽車電氣化的快速發展帶動了包括NMC在內的多種類型電池的需求。歷史時期電動車的大幅成長，可以歸因於政府對電動車的嚴格標準，電動車相對於傳統燃油汽車的許多優勢以及政府的補貼、稅收減免和退稅。隨著越來越多的人選擇具有快速充電和高密度電池的車輛，對NMC電池的需求也隨之增加。因此，預計 2017 年至 2023 年間全球整體對 NMC 電池的需求將成長 109.56%，其中大部分來自美洲和歐洲。
• 在整體電池組銷售中，電動車是 NMC 電池需求的主要貢獻者之一，其次是輕型卡車和巴士。 2022 年全球電動車需求的成長將推動電池需求，主要受中國和美國的推動，2022 年將成長約 70%。因此，預計 2022 年全球對 NMC 電動車電池組的需求與前一年同期比較115.78%。義大利和泰國等多個新興市場預計將增加電動車銷量，進一步增加近期全球對 NMC 電池的需求。
• 在全球範圍內，許多公司正在設定各種目標來支援零排放目標。 2023 年 4 月，美國汽車製造商福特宣布計畫在 2023年終生產 60 萬輛電動車，到 2026年終200 萬輛。這些國家目標預計將在 2024 年至 2029 年期間推動對 NMC 電池的需求。

NMC 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。

NMC電池組產業概況

NMC電池組市場相當集中，前五大公司佔78.67%。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
  • 鎳
  • 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）
  • 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 NMC Battery Pack Market size is estimated at 37.84 billion USD in 2025, and is expected to reach 60.62 billion USD by 2029, growing at a CAGR of 12.50% during the forecast period (2025-2029).

NMC battery demand is rising with a shift toward battery electric passenger cars

• Electric mobility in various countries globally has grown significantly over the past few years, positively impacting the demand for various types of batteries. NMC battery type is being opted for by various auto manufacturers in BEV and PHEV. However, the battery type is growing gradually, and major demand is coming from European manufacturers. As a result of the government's stringent norms and banning of fossil fuel vehicles in the near future, people are shifting to opt for BEVs and PHEVs. Due to these factors, the NMC battery type registered a growth of 109.56% in 2021 over 2017 globally.
• The major demand for NMC batteries for PHEV and BEV comes from European countries such as Italy, one of the prominent users of NMC batteries, accounting for more than 25% of overall battery usage in BEV and PHEV, followed by France and Germany. Various regions, such as Asia-Pacific and North America, are also witnessing a significant growth in the demand for BEV and PHEV, contributing to the growth of NMC battery demand globally. As a result, NMC batteries used in electric vehicles grew by 115.66% in 2022 over 2021 globally.
• Various automakers are launching new products expected to enhance the battery industry. In November 2022, Audi launched its all-new battery electric SUV q8 e-tron for the European market. The car is equipped with a 114 kWh NMC battery, offering a range of 600 km on a single charge. Such launches in other countries are expected to accelerate the demand and sales of the NMC batteries in BEV and PHEV during the forecast period globally.

There is growth in EVs and a shift in consumers toward performance-oriented vehicles

• The demand for several kinds of batteries, including NMC, was affected by the rapid increase in the electrification of vehicles in recent years across a wide range of countries. The tremendous growth of EVs during the historical period can be attributed to the introduction of stringent norms by the government for electric vehicles, the many advantages of EVs over conventional fuel vehicles, and government subsidies, tax offs, and rebates. The demand for NMC batteries has risen as more people choose vehicles with fast-charging and high-density batteries. This led to a global rise in the demand for NMC batteries of 109.56% over 2017-2023, with the demand mostly from the Americas and Europe.
• Electric cars are one of the major contributors to the demand for NMC batteries in the overall battery pack sales, followed by light trucks and buses. The growth in the demand for EVs in 2022 in various countries globally increased the demand for batteries, majorly driven by China and the United States by around 70% in 2022. As a result, the global demand of NMC EV battery packs witnessed a growth of 115.78% in 2022 over the previous year. Various emerging markets, such as Italy and Thailand, are expected to increase the sales of EVs, which further will increase the demand for NMC batteries in the near future globally.
• Globally, many companies are setting various objectives to support the zero-emission goal. In April 2023, the American automaker Ford announced plans to produce 600,000 electric vehicles by the end of 2023 and 2 million vehicles by the end of 2026. Such objectives in various countries are expected to drive the demand for NMC batteries during 2024-2029.

NMC 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.

NMC Battery Pack Industry Overview

The NMC Battery Pack Market is fairly consolidated, with the top five companies occupying 78.67%. 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 Nickel
  • 5.7.6 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 Guoxuan High-tech Co. Ltd.
  • 6.4.5 LG Energy Solution Ltd.
  • 6.4.6 Panasonic Holdings Corporation
  • 6.4.7 Primearth EV Energy Co. Ltd.
  • 6.4.8 Samsung SDI Co. Ltd.
  • 6.4.9 SK Innovation Co. Ltd.
  • 6.4.10 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