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

預計 2025 年美國電動車電池組市場規模為 148.1 億美元，到 2029 年將達到 299.5 億美元，預測期內（2025-2029 年）的複合年成長率為 19.24%。

美國的目標是到 2030 年將 50% 的新車實現電動車化，這將推動電動車的需求。

• 近年來，隨著電動車產量和銷量的激增，美國電動車 (EV) 電池組的採用率穩步成長。特別是，特斯拉、通用汽車、福特和日產等主要汽車製造商正在大力投資研發，以提高電動車的性能和效率。同時，美國電池技術取得了長足進步，續航里程更長、充電速度更快。 Panasonic、LG 化學和 CATL 等電池製造商正在擴大其在美國的生產能力，以滿足激增的需求。
• 美國政府認知到基礎設施的關鍵作用，正在為電動車電池基礎設施和充電站的發展提供積極的獎勵和資金，以進一步支持電動車的採用。政府正在提供各種激勵措施來刺激電動車電池組市場。例如，電動車購買者有資格享受高達 7,500 美元的聯邦稅收優惠政策，而且一些州還提供回扣、稅收減免甚至免費充電站。目前，美國大部分電池組都依賴進口，主要來自中國和韓國，但正在明顯轉向國內生產。特斯拉位於內華達州的大型電池工廠和 LG 化學位於密西根州的工廠就是這一趨勢的象徵。
• 展望未來，拜登政府設定了一個雄心勃勃的目標，到 2030 年使美國銷售的新車中有 50% 是電動車，預計電動車的需求將激增。該國的電動車前景光明，預計 2024 年至 2029 年間市場將經歷強勁成長。

美國電動車電池組市場趨勢

特斯拉、豐田、福特、現代和本田主導美國電動車電池組市場

• 電動車市場高度整合，五大主要參與者——特斯拉、豐田集團、福特集團、現代汽車和本田——預計到2023年將佔據近75%的市場佔有率。特斯拉是美國最大的電動車銷售商，控制著約30%的市場佔有率。該公司專注於創新技術，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，我們在美國擁有強大的基本客群，為他們提供優質的產品和服務。
• 豐田集團是美國第二大電動車銷售商，約占美國電動車總銷量的28%。該公司擁有強大的供應和分銷網路，透過提供各種不同的電動車，在客戶中成為值得信賴的品牌。福特集團在美國電動車整體銷售中排名第三，市場佔有率約 10%。作為本土品牌，其在美國擁有廣泛的產品和服務網路，贏得了客戶的強烈信賴。
• 現代汽車則位居第四，約占美國電動車總銷量的 5.4%。該公司擁有強大的生產和供應鏈網路，使其能夠以比其他品牌更合理的價格提供廣泛的創新產品。本田是電動車市場第五大參與者，市場佔有率約 5%。在美國銷售電動車的其他公司包括起亞、吉普、寶馬和沃爾沃。

特斯拉佔據主導地位，並為美國電池組的需求做出了巨大貢獻。

• 美國是北美最受歡迎的國家之一，2017 年至 2023 年間對電動車的需求穩定成長。隨著消費者偏好逐漸轉向更具運動感、更具冒險精神的駕駛體驗和其他優勢，且價格分佈與轎車等其他電動車相當，電動 SUV 市場正在穩步擴大。 SUV 吸引顧客是因為它們提供了更多的腿部和餘量，而舒適的乘坐體驗是其優先考慮因素之一。
• 在美國電動車電池組市場，特斯拉Model Y的銷售量大幅成長。這款車吸引了那些尋求續航里程長、座位多、行李容量大的電動車的客戶。提供電動轎車的公司也獲得了美國民眾的良好反應。特斯拉 Model 3 也憑藉其全電動技術、高性能、快速充電技術和良好的續航里程，被評為 2023 年美國電動車電池組市場最暢銷車款。
• 在美國電動車電池組市場，國際品牌也提供電動 SUV 和轎車。 Toyota RAV4 插電式混合動力車是受歡迎的車輛之一，在 2023 年表現出強勁的銷售勢頭。良好的服務網路、比其他品牌更低的價格以及值得信賴的品牌形像是豐田汽車銷售不斷成長的原因。豐田在美國電動車電池組市場銷售的另一款暢銷車型是配備混合動力傳動系統的 Sienna。那些想要購買七人座汽車的大家庭消費者對於豐田 Sienna 的反應非常好。美國電動車電池組市場的其他競爭對手包括豐田漢蘭達、吉普牧馬人、豐田凱美瑞、本田雅閣和福特野馬 Mach-E。

美國電動汽車電池組產業概況

美國電動車電池組市場相當集中，前五家公司佔了 93.29% 的市場佔有率。該市場的主要企業是：寧德時代新能源科技（CATL）、遠景 AESC 日本、LG 能源解決方案有限公司、松下控股公司和 SK Innovation（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
  • 美國
• 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
• 電池化學
  • LFP
  • NCA
  • 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
  • Ambri Inc.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Envision AESC Japan Co. Ltd.
  • Imperium3 New York（IM3NY）
  • LG Energy Solution Ltd.
  • Panasonic Holdings Corporation
  • Samsung SDI Co. Ltd.
  • Sila Nanotechnologies Inc.
  • SK Innovation Co. Ltd.
  • Tesla 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 US EV Battery Pack Market size is estimated at 14.81 billion USD in 2025, and is expected to reach 29.95 billion USD by 2029, growing at a CAGR of 19.24% during the forecast period (2025-2029).

The United States aims for 50% of new cars to be electric by 2030, boosting EV demand

• The United States has witnessed a consistent rise in the adoption of electric vehicle (EV) battery packs in recent years, propelled by the surge in EV production and sales. Notably, major automakers like Tesla, General Motors, Ford, and Nissan are heavily investing in R&D to enhance the performance and efficiency of their EVs. Concurrently, battery technology in the United States has made significant strides, with advancements translating into improved range and faster charging. Battery manufacturers, including Panasonic, LG Chem, and CATL, are scaling up their production capacities in the country to meet this surging demand.
• Recognizing the pivotal role of infrastructure, the US government has been proactive in incentivizing and funding the development of EV battery infrastructure and charging stations, further bolstering the adoption. The government is offering a range of incentives to boost the market for EV battery packs. For instance, federal tax incentives of up to USD 7,500 are extended to EV buyers, while several states sweeten the deal with rebates, tax breaks, and even complimentary charging stations. Although the majority of battery packs in the US are currently imported, primarily from China and South Korea, there is a noticeable shift toward domestic manufacturing. Tesla's sprawling battery plant in Nevada and LG Chem's facility in Michigan exemplify this trend.
• Looking ahead, the Biden administration has set an ambitious target of 50% of new cars sold in the US being electric by 2030, further underlining the anticipated surge in EV demand. The future of EVs in the country appears bright, with the market projected to witness robust growth from 2024 to 2029.

US EV Battery Pack Market Trends

Tesla, Toyota, Ford, Hyundai, and Honda dominate the US electric vehicle battery pack market

• The electric vehicle market is highly consolidated, with five major players, Tesla, Toyota Group, Ford Group, Hyundai, and Honda, accounting for almost 75% of the market in 2023. Tesla is the largest seller of electric vehicles in the United States, accounting for around 30% of the market. The company focuses on innovative technologies and has strong strategic partnerships with manufacturers of various EV components (such as batteries). Being a US-based company, it has a strong customer base with great product and service offerings across the United States.
• Toyota Group is the second largest seller of electric vehicles, accounting for around 28% across the United States. The company has a strong supply and distribution network and operates as a reliable brand among customers with wide product offerings of various electric cars. The Ford Group holds 3rd place in EV sales across the United States, with around 10% of the market share. Being a domestic brand, the company has strong goodwill among customers with a wide product and service network in the United States.
• Hyundai is the fourth-largest player, accounting for around 5.4% of the market share in EV sales across the United States. The company has a strong production and supply chain network, with wide innovative products offered at reasonable prices over other brands. Honda is the fifth-largest player in the EV market, maintaining its market share at around 5%. Other players selling EVs in the United States include Kia, Jeep, BMW, and Volvo.

Tesla maintains dominance, holding the majority share, and contributes to the major demand for battery packs in the United States

• The United States is one of the most popular countries in North America, where the demand for EVs steadily increased during 2017-2023. The market for electric SUVs is steadily increasing as consumer preferences gradually move to a more sporty and adventurous drive and other benefits at a comparable price point as other EVs like sedans. SUVs offer more leg and headroom, which attracts customers as a comfortable ride is one of the main priorities.
• In the US EV battery pack market, sales of the Tesla Model Y have grown significantly. The car attracts customers seeking an electric car with long-range, good seating capacity, and large cargo capacity. Companies offering electric sedans are also getting good responses from the US population. Tesla Model 3 was also among the best sellers in the US EV battery pack market in 2023, owing to its full electric technology, high-performance capabilities, fast charging technology, and good range offerings.
• International brands also offer electric SUVs and sedans in the US EV battery pack market. Toyota RAV4 plug-in hybrid is one of the popular cars and witnessed good sales in 2023. A good service network, lower prices than other brands, and a reliable brand image are reasons for the growing sales of Toyota cars. Another good-selling car by Toyota in the US EV battery pack market is the Sienna, offered with a hybrid powertrain; consumers with big families looking for 7-seater cars have positively responded to the Toyota Sienna. Other vehicles competing in the US EV battery pack market include the Toyota Highlander, Jeep Wrangler, Toyota Camry, Honda Accord, and Ford Mustang Mach-E.

US EV Battery Pack Industry Overview

The US EV Battery Pack Market is fairly consolidated, with the top five companies occupying 93.29%. The major players in this market are Contemporary Amperex Technology Co. Ltd. (CATL), Envision AESC Japan Co. Ltd., LG Energy Solution Ltd., Panasonic Holdings Corporation and SK Innovation 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 US
• 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 NCA
  • 5.3.3 NCM
  • 5.3.4 NMC
  • 5.3.5 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 Ambri Inc.
  • 6.4.2 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.3 Envision AESC Japan Co. Ltd.
  • 6.4.4 Imperium3 New York (IM3NY)
  • 6.4.5 LG Energy Solution Ltd.
  • 6.4.6 Panasonic Holdings Corporation
  • 6.4.7 Samsung SDI Co. Ltd.
  • 6.4.8 Sila Nanotechnologies Inc.
  • 6.4.9 SK Innovation Co. Ltd.
  • 6.4.10 Tesla 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