北美 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）

北美 NMC 電池組市場規模估計預計在 2025 年為 84.1 億美元，預計到 2029 年將達到 147.8 億美元，在預測期內（2025-2029 年）的複合年成長率為 15.15%。

電動車需求成長推動北美 NCM 電池組市場成長

• NCM 電池組需求的不斷成長主要受到電動車（EV）需求激增的推動，電動車嚴重依賴 NCM 電池組進行能源儲存。技術進步正在提高電池密度，延長電動車的續航里程。 2015年NCM電池組平均密度約150Wh/kg。預計 2020 年將激增至 250Wh/kg，2025 年將達到 350Wh/kg。密度的提高也降低了每千瓦時 (kWh) 的能源儲存成本。 2010 年，成本約為 1,000 美元/千瓦時，但到 2020 年已驟降至 137 美元/千瓦時。預測到 2025 年將進一步下降至 100 美元/度。
• 北美正在積極研究和投資NCM電池組技術。 2020年，通用汽車宣布將投資22億美元在俄亥俄州新建電池廠。值得注意的是，特斯拉、福特、Rivian等其他產業巨頭也大力投資NCM電池組的研發。
• 在技​​術進步和電動車日益普及的推動下，北美 NCM 電池組的未來前景光明。這一軌跡將推動市場大幅成長並帶來無數機會。在北美，向 NCM 電池組的轉變將持續下去，到 2026 年 NCM 811 將成為主導電池化學成分。此外，政府推動電動車普及的政策和措施預計將進一步推動北美 NCM 電池市場的擴張。

本土生產和原料供應推動美國電池組產業擴張

• 北美NMC電池組市場正經歷顯著成長，前景光明。在北美，由於政府獎勵、環境法規和消費者對永續交通途徑的興趣等因素，電動車的普及率正在增加。對電動車的需求不斷成長，也增加了對 NMC 電池組的需求。
• 主要汽車製造商和電池製造商正在投資擴大北美NMC電池組的生產能力。其中包括建立或擴大製造設施以滿足日益成長的電動車需求，並實現電池組的本地化生產。此外，NMC 電池所需原料（如鎳、錳和鈷）的供應和成本可能會影響市場。為了確保 NMC 電池組的永續生產，我們正在努力實現原料供應鏈多樣化，減少對昂貴或稀缺原料的依賴。
• 由於規模經濟、技術進步和生產流程最佳化，NMC電池組的成本正在隨著時間的推移而下降。成本降低有助於降低電動車的價格並加速其市場普及。夥伴關係旨在匯集資源、共用專業知識並推動 NMC 電池技術的創新。此次合作將有助於2024年至2029年NMC電池組在市場上的持續提升與競爭力。

北美NMC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五大公司強力推動，到2023年將佔據70%以上的市場佔有率，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NMC電池組產業概況

北美NMC電池組市場較為分散，前五大公司佔比為2.97%。市場的主要企業有：寧德時代新能源科技（CATL）、遠景 AESC 日本、孚能科技（贛州）、LG 能源解決方案有限公司和三星 SDI（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
• 國家名稱
  • 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.
  • Farasis Energy（Ganzhou）Co. Ltd.
  • LG Energy Solution Ltd.
  • Nikola Corporation
  • QuantumScape Corp.
  • Samsung SDI Co. Ltd.

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 NMC Battery Pack Market size is estimated at 8.41 billion USD in 2025, and is expected to reach 14.78 billion USD by 2029, growing at a CAGR of 15.15% during the forecast period (2025-2029).

Increasing demand for BEVs is driving growth in the North American NCM battery pack market

• The rising demand for NCM battery packs is primarily fueled by the surging need for electric vehicles (EVs), which heavily rely on these packs for energy storage. Technological advancements have led to an uptick in battery density, translating to increased EV ranges. In 2015, the average density of NCM battery packs stood at approximately 150 Wh/kg. By 2020, it had surged to 250 Wh/kg, and projections indicate it will hit 350 Wh/kg by 2025. This densification has also driven down the cost per kilowatt-hour (kWh) of energy storage. In 2010, the cost was roughly USD 1,000/kWh, which plummeted to USD 137/kWh by 2020. Forecasts suggest it will further dip to USD 100/kWh by 2025.
• North America is witnessing a flurry of research and investments in NCM battery pack technology. In 2020, General Motors unveiled a USD 2.2 billion investment for a new Ohio-based battery factory, dedicated to NCM battery pack production for their upcoming EV lineup. Notably, other industry giants like Tesla, Ford, and Rivian are also channeling significant investments into NCM battery pack R&D.
• The future of NCM battery packs in North America appears bright, propelled by technological strides and the growing EV adoption. This trajectory is poised to fuel substantial market growth, opening up a plethora of opportunities. In North America, the shift toward NCM battery packs is set to persist, with NCM 811 emerging as the dominant battery chemistry by 2026. Furthermore, governmental policies and initiatives aimed at bolstering EV adoption are anticipated to further catalyze the NCM battery market's expansion in North America.

Local production and raw material supply drive the expansion of the battery pack industry in the United States

• The North American market for NMC battery packs was experiencing significant growth and had a promising outlook. The adoption of EVs in North America has been increasing, driven by factors such as government incentives, environmental regulations, and consumer interest in sustainable transportation. This growing demand for EVs is fueling the need for NMC battery packs.
• Major automakers and battery manufacturers have been investing in expanding their production capacity for NMC battery packs in North America. This includes establishing or expanding manufacturing facilities to meet the rising demand for EVs and localize battery pack production. Furthermore, the availability and cost of raw materials needed for NMC batteries, such as nickel, manganese, and cobalt, can impact the market. Diversification of the raw material supply chain and efforts to reduce reliance on expensive or scarce materials are ongoing to ensure the sustainable production of NMC battery packs.
• The cost of NMC battery packs has decreased over time due to economies of scale, technological advancements, and optimization of production processes. This cost reduction helps make EVs more affordable and accelerates their market adoption. Partnerships aim to pool resources, share expertise, and drive innovation in NMC battery technology. These collaborations contribute to the continuous improvement and competitiveness of NMC battery packs in the market during 2024-2029.

North America NMC 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 NMC Battery Pack Industry Overview

The North America NMC Battery Pack Market is fragmented, with the top five companies occupying 2.97%. The major players in this market are Contemporary Amperex Technology Co. Ltd. (CATL), Envision AESC Japan Co. Ltd., Farasis Energy (Ganzhou) Co. Ltd., LG Energy Solution Ltd. and Samsung SDI 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 Farasis Energy (Ganzhou) Co. Ltd.
  • 6.4.9 LG Energy Solution Ltd.
  • 6.4.10 Nikola Corporation
  • 6.4.11 QuantumScape Corp.
  • 6.4.12 Samsung SDI Co. Ltd.

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