2019年至2028年期间，全球电动汽车(EV)电池市场预计将从170亿美元增长到950亿美元以上。

随着交通行业对脱碳的需求不断增加，为电动汽车提供动力的电池生产企业已经看到了强劲的增长势头。

Visual Capitalist 的 Bruno Venditti和Sabrina Lam更新了之前的信息图，展示了2022年世界上最大的电池制造商。

中国的主导地位

尽管美国和欧洲努力提高电池的国内产量，但该市场仍由亚洲供应商主导。

排名前十的生产商都是亚洲公司。

目前，中国企业占据电动汽车电池市场56%的份额，其次是韩国企业(26%)和日本厂商(10%)。

领先的电池供应商宁德时代的市场份额从2021年的32%扩大到2022年的34%。全球三分之一的电动汽车电池来自这家中国公司。宁德时代为特斯拉、标致、现代、本田、宝马、丰田、大众和沃尔沃提供锂离子电池。

尽管在美国电动汽车电池起火召回事件后，LG能源解决方案面临着严格的审查，但LG能源解决方案仍然是第二大电池制造商。2021年，这家韩国供应商同意向通用汽车偿还19亿美元，以覆盖14.3万辆因电池故障引发火灾风险而被召回的雪佛兰博尔特电动汽车。

比亚迪从松下手中夺得第三位，去年其市场份额几乎翻了一番。这家沃伦•巴菲特(Warren buffett)支持的公司是全球市值第三大的汽车制造商，但它也生产在世界各地市场销售的电池。最近的销售数据显示，比亚迪在未来几个月或几年的市场份额将超过LG能源解决方案公司。

电池动力时代

电动汽车将继续存在，而内燃机(ICE)汽车将在未来几十年逐渐消失。最近，通用汽车宣布计划在2035年之前停止销售ICE汽车，而奥迪计划在2033年之前停止生产这类车型。

除了电动汽车，电池技术对能源转型至关重要，为间歇性的太阳能和风能发电提供存储能力。

随着电池制造商努力满足电动汽车转型日益增长的需求，并提高其产品的能源密度，我们可以期待该行业出现更多有趣的发展。

原文：

China Is Dominating the Global Electric Vehicle Battery Market

The global electric vehicle (EV) battery market is expected to grow from $17 billion to more than $95 billion between 2019 and 2028.

With increasing demand to decarbonize the transportation sector, companies producing the batteries that power EVs have seen substantial momentum.

Visual Capitalist's Bruno Venditti and Sabrina Lam have updated their previous infographic to show the world’s biggest battery manufacturers in 2022.

Chinese Dominance

Despite efforts from the United States and Europe to increase the domestic production of batteries, the market is still dominated by Asian suppliers.

The top 10 producers are all Asian companies.

Currently, Chinese companies make up 56% of the EV battery market, followed by Korean companies (26%) and Japanese manufacturers (10%).

The leading battery supplier, CATL, expanded its market share from 32% in 2021 to 34% in 2022. One-third of the world’s EV batteries come from the Chinese company. CATL provides lithium-ion batteries to Tesla, Peugeot, Hyundai, Honda, BMW, Toyota, Volkswagen, and Volvo.

Despite facing strict scrutiny after EV battery-fire recalls in the United States, LG Energy Solution remains the second-biggest battery manufacturer. In 2021, the South Korean supplier agreed to reimburse General Motors $1.9 billion to cover the 143,000 Chevy Bolt EVs recalled due to fire risks from faulty batteries.

BYD took the third spot from Panasonic as it nearly doubled its market share over the last year. The Warren Buffett-backed company is the world’s third-largest automaker by market cap, but it also produces batteries sold in markets around the world. Recent sales figures point to BYD overtaking LG Energy Solution in market share the coming months or years.

The Age of Battery Power

Electric vehicles are here to stay, while internal combustion engine (ICE) vehicles are set to fade away in the coming decades. Recently, General Motors announced that it aims to stop selling ICE vehicles by 2035, while Audi plans to stop producing such models by 2033.

Besides EVs, battery technology is essential for the energy transition, providing storage capacity for intermittent solar and wind generation.

As battery makers work to supply the EV transition’s increasing demand and improve energy density in their products, we can expect more interesting developments within this industry.