| 出版社 | Inkwood Research |
| 出版年月 | 2025年11月 |
GLOBAL BATTERY MARKET FORECAST 2025-2032
世界の電池（バッテリー）市場（材質別）（鉛蓄電池（SLI、据置型、動力用）、リチウムイオン、ニッケルベース、ナトリウムイオン、フロー電池、小型密閉型鉛蓄電池、その他の材料）、最終用途別市場（航空宇宙、自動車（ICEエンジン – 乗用車、商用車、電気自動車 – Eバイク、Eカー、Eバス、Eトラック）、民生用電子機器、グリッドスケールエネルギー貯蔵、通信、電動工具、軍事および防衛、その他の最終用途）、用途別市場（自動車用バッテリー、ポータブルバッテリー）
世界の電池市場規模は、2025年時点で1,637億3,000万ドルと評価されており、2032年までに4,725億9,000万ドルに達し、2025～2032年の予測期間中に16.35%のCAGRで成長すると予想されています。調査の基準年は2024年で、予測期間は2025年から2032年の間です。市場調査では、危機が電池（バッテリー）市場に与える影響を定性的にも定量的にも分析しています。
世界の電池市場で活動する主要企業：
- BYD Company Ltd
- LG Chem Ltd
- Panasonic Corporation
- Samsung SDI Co Ltd
- Exide Technologies
これらの企業の一部が採用している主要な戦略は次のとおりです。
- 2025年5月、CATLは香港証券取引所でのIPOを通じて約46億ドルを調達し、その収益をハンガリーに欧州の顧客にサービスを提供する新しい電池工場を建設するために充当し、国際拡大戦略をさらに強化しました。
- LGエネルギーソリューションは2024年10月、フォードモーターカンパニーと供給契約を締結し、欧州のフォードの電気商用バン向けに109GWhの電池を供給する。生産は2026年にポーランドの工場で開始される。
- BYDは2024年11月、LFP化学の安全上の利点を維持しながら、走行距離と性能を大幅に向上させた次世代ブレード電池（バッテリー）を2025年に発売すると発表しました。
- 2025年1月現在、パナソニック エナジーの40億ドル規模のカンザス州電池製造施設は、2026年までに年間30GWh以上の供給を目指しており、北米の自動車電動化の取り組みをサポートしています。
GLOBAL BATTERY MARKET OVERVIEW
The global battery market size is valued at $163.73 billion as of 2025 and is expected to reach $472.59 billion by 2032, growing at a CAGR of 16.35% during the forecast period 2025-2032. The base year considered for the study is 2024, and the forecast period is between 2025 and 2032. The market study has also analyzed the crisis impact on the battery market qualitatively as well as quantitatively.
Batteries represent electrochemical energy storage devices converting chemical energy into electrical power through sophisticated redox reactions. Modern battery technologies encompass diverse chemistries, from traditional lead acid battery market solutions to cutting-edge lithium ion battery market variants. These essential power sources serve critical functions across automotive propulsion, consumer electronics operation, renewable energy storage infrastructure, and demanding industrial applications worldwide.
Battery market 2024 dynamics reveal unprecedented technological advancement and market expansion. Today’s landscape features sophisticated lithium ion variants delivering exceptional energy density alongside established lead acid systems providing cost-effective reliability. Furthermore, emerging technologies like sodium ion batteries and solid-state chemistries promise transformative improvements in performance, safety, and sustainability. The battery market value continues expanding rapidly as global electrification accelerates across transportation and energy sectors.
Electric vehicle adoption catalyzes unprecedented battery market growth worldwide, fundamentally reshaping automotive manufacturing and energy consumption patterns. Governments mandate aggressive electrification timelines through legislative frameworks while consumers increasingly embrace zero-emission transportation alternatives. Meanwhile, renewable energy integration requires massive grid-scale storage capacity to manage intermittent solar and wind power generation effectively.
Consumer electronics proliferation drives relentless portable battery demand across smartphones, laptops, wearables, and expanding IoT device ecosystems. Additionally, government policies supporting clean energy transition through substantial tax credit subsidies and stringent carbon emission regulations further accelerate market expansion. The battery market outlook remains exceptionally robust through battery market 2030 projections and beyond, supported by multiple converging demand drivers.
世界の電池市場予測 2025-2032年
MARKET GROWTH DRIVERS
Key growth enablers of the global battery market:
- Electric vehicle adoption surge is the primary market catalyst with governments worldwide implementing aggressive electrification mandates and incentives
- Renewable energy integration requires massive grid-scale storage solutions for managing intermittent solar and wind power generation
- Consumer electronics proliferation, including smartphones, laptops, wearables, and IoT devices, continually drives portable power demand
- Government policies supporting clean energy transition through tax credit subsidies and stringent carbon emission regulations
- Government policies supporting clean energy transition represent critical enablers for battery market report projections. Tax credit programs like the U.S. Inflation Reduction Act incentivize domestic battery manufacturing while simultaneously encouraging electric vehicle purchases through consumer rebates. European Union regulations mandate ambitious zero-emission vehicle quotas by 2035, compelling automakers to rapidly scale EV production capabilities. China’s aggressive New Energy Vehicle subsidies have created the world’s largest battery demand center, fundamentally altering global supply chains.
- Carbon emission regulations tighten globally, forcing industries toward comprehensive electrification solutions. Consequently, battery manufacturers benefit from unprecedented policy support across developed and emerging markets. Moreover, renewable energy mandates create parallel demand growth for grid-scale energy storage systems. These regulatory frameworks provide long-term market stability, attracting substantial capital investment into battery manufacturing infrastructure and research development initiatives.
MARKET GROWTH RESTRAINTS
Key growth restraining factors of the global battery market:
- Critical mineral supply chain concentration creates significant vulnerability with heavy dependence on single-source countries for lithium, cobalt, and nickel
- High manufacturing costs outside China limit competitive expansion with production expenses significantly higher in Europe and North America
- Geopolitical tensions and trade barriers create supply chain disruptions, including tariffs and export restrictions on battery materials and components
- Solid-state battery commercialization faces persistent technical challenges, including scaling difficulties and manufacturing yield issues
- Solid state battery market development confronts substantial technical and commercial hurdles despite promising long-term potential. Manufacturing solid electrolytes at industrial scale remains technically challenging, with production yields significantly lower than conventional lithium ion processes. Interface stability between solid electrolytes and electrode materials presents persistent engineering obstacles, affecting battery durability and performance consistency across operating conditions.
- Capital requirements for solid-state manufacturing facilities substantially exceed conventional battery production investments, creating financial barriers for market entrants. Nevertheless, major automakers including Toyota, Nissan, and Honda maintain aggressive development timelines, targeting commercial production between 2027-2028. However, cost competitiveness with established lithium ion battery market size technologies remains uncertain, potentially delaying mass-market adoption beyond initial premium vehicle applications.
KEY MARKET TRENDS
Global Battery Market | Top Trends
- Solid-state battery development accelerates dramatically with major automakers targeting near-term commercial production for enhanced safety and performance characteristics. Toyota announced partnerships with suppliers to achieve mass production capacity by 2027-2028, promising over 620 miles driving range with 10-minute fast charging capabilities. Similarly, Nissan targets fiscal year 2028 commercialization using sulfur-based solid electrolytes, potentially eliminating cobalt dependency entirely. Honda unveiled demonstration production lines in November 2024, advancing toward manufacturing scale-up.
- LFP battery technology expands rapidly from China to global markets, driven by compelling cost competitiveness and elimination of scarce cobalt dependency. Lithium ion battery market dynamics shift as LFP batteries captured nearly 50% of global EV battery market share in 2024, up dramatically from 31% in 2022. Tesla integrates LFP chemistry into standard-range Model 3 and Model Y variants, leveraging cost advantages for mass-market appeal. Ford invests $3.5 billion in Michigan LFP manufacturing using licensed CATL technology. European automakers including Volkswagen and Stellantis adopt LFP for entry-level EV models, addressing affordability challenges.
- Battery recycling and circular economy initiatives gain substantial momentum to reduce primary raw material dependence and environmental impact significantly. The global lithium ion battery recycling market reached $198.37 million in 2024, projected to surge to $1,830 million by 2030 at 44.8% CAGR. Mercedes-Benz inaugurated Europe’s first in-house battery recycling facility in October 2024, achieving 96% recovery rates for lithium, nickel, and cobalt through integrated mechanical-hydrometallurgical processes. Li-Cycle secured exclusive agreements with premium EV manufacturers to supply battery scrap to European recycling facilities.
- Regional gigafactory proliferation accelerates worldwide as companies establish local manufacturing to serve growing domestic markets and comply with content requirements. CATL invests over $7.6 billion in European facilities, including a 100 GWh Hungary plant producing LFP batteries for Stellantis, BMW, and Daimler by 2025. North American battery manufacturing capacity expanded 49% in 2022 to 1,046.6 GWh, driven by Inflation Reduction Act incentives. Panasonic’s $4 billion Kansas facility targets 30 GWh annual capacity by 2026, while India’s Production-Linked Incentive scheme aims for 50 GWh domestic capacity by 2025.
REPORT SYNOPSIS
| REPORT SCOPE | DETAILS |
|---|---|
| Market Forecast Years | 2025-2032 |
| Base Year | 2024 |
| Market Historical Years | 2018-2023 |
| Forecast Units | Revenue ($ Million) |
| Segments Analyzed | Material, End Use, and Application |
| Geographies Analyzed | North America, Europe, Asia-Pacific, and Rest of World |
| Companies Analyzed | A123 Systems LLC, BYD Company Ltd, C&D Technologies Inc, Crown Battery Manufacturing Company, Duracell, East Penn Manufacturing Co, Enersys, Eveready Industries, Exide Technologies, GS Yuasa International Ltd, Johnson Controls Inc, LG Chem Ltd, Panasonic Corporation, Samsung SDI Co Ltd, Saft Groupe SA |
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| GLOBAL BATTERY MARKET FORECAST 2025-2032 | 世界の電池市場予測 2025-2032年 | Single User Price (USD) |
| UNITED STATES BATTERY MARKET FORECAST 2025-2032 | 米国の電池市場予測 2025-2032年 | USD 1,100 |
| ASIA-PACIFIC BATTERY MARKET FORECAST 2025-2032 | アジア太平洋地域の電池市場予測 2025-2032年 | USD 1,600 |
| CHINA BATTERY MARKET FORECAST 2025-2032 | 中国の電池市場予測 2025-2032年 | USD 1,100 |
| EUROPE BATTERY MARKET FORECAST 2025-2032 | 欧州の電池市場予測 2025-2032年 | USD 1,600 |