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1684114

北美電動車鋰離子電池：市場佔有率分析、產業趨勢和成長預測（2025-2030 年）

North America Lithium-ion Battery For Electric Vehicle - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

北美電動車鋰離子電池市場規模預計在 2025 年為 216 億美元，預計到 2030 年將達到 598 億美元，預測期內（2025-2030 年）的複合年成長率為 22.59%。

北美電動車鋰離子電池市場-IMG1

主要亮點

  • 從中期來看，鋰離子電池價格下降以及美國、加拿大和其他北美國家的電動車普及預計將推動市場成長。
  • 另一方面，替代電池技術的興起和原料供需不匹配可能會影響預測期內的市場成長。
  • 然而，北美國家電動車對固體鋰離子電池的採用日益增多，預計將為市場成長機會。
  • 由於政府的優惠政策和電動車的日益普及，美國預計將主導北美市場。

北美電動車鋰離子電池市場趨勢

電池電動車（BEV）領域預計將佔據市場主導地位

  • 電池電動車（BEV）通常也被稱為配備馬達的電動車。 BEV 是全電動汽車，不含內燃機 (ICE)、燃料箱或排氣管，通常依靠電力驅動。車輛的能量來自於透過電網充電的電池組。 BEV 是零排放汽車，不會產生傳統汽油動力汽車產生的有害廢氣排放或空氣污染風險。
  • 北美汽車需求不斷成長、創新和先進技術的發展、消費者使用省油車意識的增強以及減少溫室氣體和排放氣體意識的增強等因素正在推動該地區對電池式電動車(BEV) 的需求。
  • BEV 是沒有內燃機 (ICE)、燃料箱或排氣管的電動車。推進完全依賴儲存的電力。車輛的能量來自電池，由電網充電。 BEV 是零排放汽車，與傳統的汽油動力汽車不同，它不會產生有害廢氣或空氣污染。
  • 根據國際能源總署（IEA）的數據，2023年美國電池電動車（BEV）銷量將達到約110萬輛，其次是加拿大，銷量約13萬輛。隨著北美純電動車銷量的不斷增加，對鋰離子電池等電動車電池的需求也變得越來越重要。
  • 2023年美國電動車銷量將達到約160萬輛，較2022年全國100萬輛的銷量成長60%。 2023年，美國佔全球電動車新註冊量的10%。考慮到《通貨膨脹控制法案》（IRA）的潛在影響以及美國多個州實施加州《高級清潔汽車II》規則，到2030年，美國的電動車市場佔有率可能會達到50%，與國家目標一致。此外，美國環保署即將提案的近期排放法規可能會進一步促進電動車市場佔有率的擴大。
  • 此外，私營部門的投資預計將推動加拿大電動車電池市場的發展。例如，2023年4月，大眾汽車和加拿大政府承諾共同投資超過148億美元，在安大略省建造電池製造工廠，即超級工廠。此外，加拿大政府宣佈到2032年將投資約105億美元用於製造業稅額扣抵，以匹配美國《通貨膨脹控制法案》（IRA）每千瓦時35美元的生產補貼。
  • 因此，由於上述因素，預測期內北美電動車（EV）鋰離子電池市場可能由 BEV 領域主導。

預計未來幾年美國將主導市場

  • 電動車（EV）因其環保特性和成本效益而越來越受歡迎。燃料成本上漲、人們對溫室氣體排放的認知不斷提高以及獨特的智慧功能等因素正在推動美國對電動車的需求。預計這將推動美國電動車電池市場的發展。
  • 根據國際能源總署 (IEA) 的數據，美國電池式電動車(BEV) 銷量將在 2023 年達到約 110 萬輛，較 2022 年的約 80 萬輛成長 37.5% 以上。隨著 BEV 銷售的持續成長，對電動車電池（例如鋰離子電池）的需求變得越來越重要。
  • 據美國能源效率和可再生能源辦公室稱，2023 年 1 月，美國政府正在考慮建立電動車電池工廠的計畫。預計製造能力將從 2021 年的每年 55 吉瓦 (GWh/年) 增加到 2030 年的每年 1,000 GWh。大多數正在籌備的計劃預計將在 2025 年至 2030 年之間開始生產。這顯示未來幾年美國電動車電池市場將強勁發展。
  • 此外，2023年2月，美國電池回收及工程材料公司Ascend Elements宣布與本田汽車工業達成合作備忘錄，就穩定採購本田在北美的電動車再生鋰離子電池材料展開合作。
  • 隨著上述發展，美國電動車的普及率正在上升，預計這將在預測期內推動北美電動車鋰離子電池市場的發展。

北美電動車鋰離子電池產業概況

北美電動車鋰離子電池市場減少了一半。主要公司（排名不分先後）包括松下控股株式會社、比亞迪股份有限公司、Enersys、LG能源解決方案有限公司、寧德時代新能源科技股份有限公司。

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 引言

  • 研究範圍
  • 市場定義
  • 調查前提

第2章調查方法

第3章執行摘要

第4章 市場概述

  • 介紹
  • 2029 年市場規模與需求預測
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 鋰離子電池價格下跌
      • 電動車日益普及
    • 限制因素
      • 原料供需不匹配
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度

第5章市場區隔

  • 類型
    • 摩托車（電動自行車）
    • 三輪車（電動人力車）
    • 四輪車輛（乘用車、客車、輕型商用車、SUV等）
  • 推進類型
    • 純電動車（BEV）
    • 插電式混合動力汽車（PHEV）
    • 混合動力電動車（HEV）
  • 細胞類型
    • 圓柱形
    • 方塊
    • 小袋
  • 地區
    • 美國
    • 加拿大
    • 北美其他地區

第6章競爭格局

  • 併購、合資、合作與協議
  • 主要企業策略
  • 公司簡介
    • BYD Company Ltd
    • Contemporary Amperex Technology Co. Limited
    • EnerSys
    • E-One Moli Energy Corp.
    • Hitachi Ltd
    • Panasonic Holdings Corporation
    • LG Energy Solutions Ltd
    • VARTA AG
  • List of Other Prominent Companies（Company Name, Headquarters, Relevant Products & Services, Contact Details, etc.）
  • Market Ranking/Share（%）Analysis

第7章 市場機會與未來趨勢

  • 固體鋰離子電池在電動車的應用
簡介目錄
Product Code: 50002583

The North America Lithium-ion Battery For Electric Vehicle Market size is estimated at USD 21.60 billion in 2025, and is expected to reach USD 59.80 billion by 2030, at a CAGR of 22.59% during the forecast period (2025-2030).

North America Lithium-ion Battery For Electric Vehicle - Market - IMG1

Key Highlights

  • Over the medium term, declining lithium-ion battery prices and the growing adoption of electric vehicles in the United States, Canada, and other North American countries are expected to drive the growth of the market.
  • On the other hand, emerging alternative battery technologies and the demand-supply mismatch of raw materials are likely to affect the market's growth during the forecast period.
  • Nevertheless, the growing adoption of solid-state lithium-ion batteries for electric vehicles across North American countries is anticipated to provide opportunities for the market's growth.
  • The United States is expected to dominate the North American market due to its favorable government policies and increasing utilization of electric vehicles.

North America Lithium-ion Battery for Electric Vehicle Market Trends

Battery Electric Vehicles (BEVs) Segment Expected to Dominate the Market

  • Battery electric vehicles (BEVs) are also commonly referred to as electric vehicles with an electric motor. BEVs are fully electric vehicles that typically do not include an internal combustion engine (ICE), fuel tank, or exhaust pipe and rely on electricity for propulsion. The vehicle's energy comes from the battery pack recharged from the grid. BEVs are zero-emission vehicles, and they do not generate harmful tailpipe emissions or air pollution hazards caused by traditional gasoline-powered vehicles.
  • Factors like increasing demand for automotive vehicles across North America, growing innovation and advanced technologies, rising consumer awareness about the use of fuel-efficient cars, and growing awareness to reduce greenhouse gases and emissions are driving the demand for battery electric vehicles (BEV) across the region.
  • BEVs are electric vehicles that do not have an internal combustion engine (ICE), fuel tank, or exhaust pipe. They rely solely on stored electricity for propulsion. The vehicle's energy comes from the battery, which is recharged from the grid. BEVs are zero-emissions vehicles that do not generate any harmful tailpipe emissions or air pollution hazards, unlike traditional gasoline-powered vehicles.
  • According to the International Energy Agency (IEA), the US sales of battery electric vehicles (BEVs) stood at around 1.1 million units in 2023, followed by Canada's sales of about 0.13 million units. As the sales of BEVs continue to rise across North American countries, the demand for EV batteries, such as lithium-ion batteries, has become increasingly vital.
  • In the United States, around 1.6 million electric vehicles were sold in 2023, a 60% increase from the 1 million sold nationwide in 2022. The United States accounted for 10% of all new EV registrations worldwide in 2023. The potential impact of the Inflation Reduction Act (IRA) and the implementation of California's Advanced Clean Cars II rule by multiple US states could lead to the United States registering a significant market share of 50% for electric cars by 2030, aligning with the nation's target. Moreover, the anticipated implementation of the recently proposed emission standards introduced by the US Environmental Protection Agency is expected to contribute even more to the growing market share of electric vehicles.
  • Moreover, private sector investments are expected to drive the Canadian electric vehicle batteries market. For instance, in April 2023, Volkswagen and the Government of Canada declared a joint investment of more than USD 14.8 billion to build a battery manufacturing unit or gigafactory in Ontario. Moreover, the Government of Canada announced an investment of approximately USD 10.05 billion in manufacturing tax credits through 2032 to match USD 35 per kilowatt hour in production subsidies provided by the US Inflation Reduction Act (IRA).
  • Therefore, due to the abovementioned factors, the BEVs segment is likely to dominate the North American lithium-ion battery for electric vehicles (EV) market over the forecast period.

United States Projected to Dominate the Market Over the Coming Years

  • Electric vehicles (EVs) have become popular owing to their eco-friendly nature and cost-effective benefits. Factors like rising fuel costs, increasing awareness about greenhouse gas emissions, and exclusive smart features have been boosting the demand for electric vehicles in the United States. This is expected to drive the electric vehicle batteries market in the United States.
  • According to the International Energy Agency (IEA), the US sales of battery electric vehicles (BEVs) amounted to around 1.1 million units in 2023, an increase of over 37.5% from around 0.8 million units in 2022. As the sales of BEVs continue to rise, the demand for EV batteries, such as lithium-ion batteries, has become increasingly vital.
  • According to the Office of Energy Efficiency and Renewable Energy, in January 2023, the US government was considering plans for electric vehicle battery plants. The country is expected to witness a ramping up of manufacturing capacity from 55 gigawatts per year (GWh/year) in 2021 to 1,000 GWh/year by 2030. Also, most of the projects in the pipeline are anticipated to initiate production between the years 2025 and 2030. This indicates robust development of the US electric vehicle batteries market in the next couple of years.
  • Moreover, in February 2023, Ascend Elements, a US-based battery recycling and engineered materials company, announced a basic agreement with Honda Motor Co. Ltd to collaborate on stable procurement of recycled lithium-ion battery materials for Honda's electric vehicles in North America, which is expected to reduce the carbon footprint of electric vehicles.
  • In line with the abovementioned developments, the increasing usage of electric vehicles in the United States is expected to boost the North American lithium-ion battery for electric vehicles market during the forecast period.

North America Lithium-ion Battery for Electric Vehicle Industry Overview

The North American lithium-ion battery for electric vehicles market is semi-fragmented. Some of the major players (not in any particular order) include Panasonic Holdings Corporation, BYD Company Ltd, Enersys, LG Energy Solution Ltd, and Contemporary Amperex Technology Co. Limited.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Declining Lithium-ion Battery Prices
      • 4.5.1.2 Growing Adoption of Electric Vehicles
    • 4.5.2 Restraints
      • 4.5.2.1 Demand Supply Mismatch of Raw Materials
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Two-wheelers (E-bikes)
    • 5.1.2 Three-wheelers (E-rickshaws)
    • 5.1.3 Four-wheelers (Passenger Cars, Buses, Light Commercial Vehicles, SUVs, etc.)
  • 5.2 Propulsion Type
    • 5.2.1 Battery Electric Vehicles (BEVs)
    • 5.2.2 Plug-in Hybrid Electric Vehicles (PHEVs)
    • 5.2.3 Hybrid Electric Vehicles (HEVs)
  • 5.3 Cell Type
    • 5.3.1 Cylindrical
    • 5.3.2 Prismatic
    • 5.3.3 Pouch
  • 5.4 Geography
    • 5.4.1 United States
    • 5.4.2 Canada
    • 5.4.3 Rest of North America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 BYD Company Ltd
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 EnerSys
    • 6.3.4 E-One Moli Energy Corp.
    • 6.3.5 Hitachi Ltd
    • 6.3.6 Panasonic Holdings Corporation
    • 6.3.7 LG Energy Solutions Ltd
    • 6.3.8 VARTA AG
  • 6.4 List of Other Prominent Companies (Company Name, Headquarters, Relevant Products & Services, Contact Details, etc.)
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Adoption of Solid-state Lithium-ion Batteries for Electric Vehicles