Automotive Lithium-ion Batteries

Automakers, Leading Manufacturers of Automotive Lithium-ion Batteries, leading automakers

China and Europe are at a major turning point. Since the beginning of 2026, China has experienced a rapid decline in domestic demand, to which it is quickly responding by strengthening exports to offset the situation. Meanwhile, as the new energy vehicle (NEV) market expanded from 2025 to 2026, major European automotive original equipment manufacturers (OEMs) launched their strong hybrid electric vehicles (SHEVs). These changes could impact both the global xEV and the automotive lithium-ion battery (LiB) markets in the long term.
Because China's domestic LiB capacity continues to exceed demand, chronic excess capacity may persist when comparing the automotive LiB market forecast with future new construction and augmentation of facilities. While Europe and the United States promote their domestic LiB industries, concerns remain that the high cost resulting from supply chain conditions could hinder the growth of these industries once subsidy policies end.
This report covers the xEV and automotive LiB markets by major region (China, Europe, North America, Japan, and other areas) based on market trends by area, related government policies, and the initiatives of major automotive OEMs and battery manufacturers. Estimated market sizes are calculated based on automotive sales and LiB battery capacities from 2021 to 2035.

I. Outlook of the Automotive Lithium-ion Battery Market

• China is experiencing a rapid decline in domestic demand, while Europe is setting its sights on realistic solutions for its 2035 targets. Both regions are reaching a turning point in their tenth year.
• The aftereffects of China's excess capacity. Europe and the U.S. face limitations and cost challenges that hinder self-reliance.
• Players should plan a niche strategy and a production diversification strategy to break through the "red ocean."

II. xEV Market Environment

2-1. Fuel Regulation Status in Major Countries
2-2. EV Prevalence Targets and Current Status in Major Countries
2-3. Electrification Plans and Current Status of Major OEMs (Automakers)
2-4. Trends in Charging Infrastructure in Each Country
2-5. Carbon-Neutral Fuels (Synthetic Fuels: e-Fuel and Bioethanol)
2-6. Trends in Electricity Demand for Data Centers

III. xEV Market Status and Outlook

3-1. Global xEV Market
3-2. Chinese xEV Market
     3-2-1. Forecast of Chinese xEV Market Size
     3-2-2. Major OEM Trends in Chinese Market
     3-2-3. xEV-Related Policy Trends in China
3-3. European xEV Market
     3-3-1. Forecast of European xEV Market Size
     3-3-2. Major OEM Trends in European Market
     3-3-3. xEV-Related Policy Trends in Europe
3-4. North American xEV Market
     3-4-1. Forecast of North American xEV Market Size
     3-4-2. Major OEM Trends in the United States' Market
     3-4-3. xEV-Related Policy Trends in the U.S.
3-5. Japanese xEV Market
     3-5-1. Forecast of Japanese xEV Market Size
     3-5-2. Major OEM Trends in the Japanese Market
     3-5-3. xEV-Related Policy Trends in Japan
3-6. xEV Markets in Other Regions (Including India, South Korea,
         Thailand, Brazil, Australia)
     3-6-1. Forecast of the xEV Market Size in Other Regions
     3-6-2. Major OEM Trends in the Indian Market
     3-6-3. xEV-Related Policy Trends in India

IV. Status and Outlook of the Automotive Lithium-ion Battery Market

4-1. Global Automotive Lithium-ion Battery Market Trends
4-2. Automotive Lithium-ion Battery Market By Region
     4-2-1. Automotive Lithium-ion Battery Market Trends by Region
               (China, Europe, U.S., Japan, and Other Regions)
     4-2-2. Battery-Related Policy Trends in China
     4-2-3. Battery-Related Policy Trends in Europe
     4-2-4. Battery-Related Policy Trends in the United States
     4-2-5. Battery-Related Policy Trends in Japan
     4-2-6. Battery-Related Policy Trends in Other Regions (India)
4-3. Automotive Lithium-ion Battery Market Trends by Shape
4-4. Automotive Lithium-ion Battery Market Share Trends by
         Manufacturer
4-5. Trends in the Supply Chain
4-6. Trends in Automotive Lithium-ion Battery Components
4-7. Trends in Lithium-ion Battery Reuse and Recycling

V. Trends and Strategies of Major Automakers

• Toyota Motor Corporation
• Volkswagen AG
• Hyundai Motor Group
• General Motors Company
• Stellantis N.V. (PSA/FCA)
• Ford Motor Company
• Geely Auto Group/Volvo Cars
• HONDA MOTOR CO.,LTD.
• Nissan Motor Corporation
• BMW AG
• Renault Group
• Mercedes-Benz AG
• Tesla, Inc.
• Mitsubishi Motors Corporation

VI. Trends and Strategies of Leading Automotive Lithium-Ion Battery Manufacturers

• Contemporary Amperex Technology Ltd.
• BYD Company Limited/FinDreams Battery
• LG Energy Solutions, Ltd.
• Gotion High-tech Co., Ltd.
• Panasonic Energy Co., Ltd.,
• SK ON Co., Ltd.
• Samsung SDI Co., Ltd.
• GS Yuasa Corporation/Blue Energy Co., Ltd.
• Toyota Battery Co., Ltd.
• Vehicle Energy Japan Inc.