＜調査ポイント＞
1）世界的なxEVシフト動向をエリア別に2050年まで長期予測
2） xEVシフトに伴うリチウムイオン電池、次世代電池などの蓄電池市場LiB材料市場を徹底調査
3） xEVシフトを加速させる世界各国の補助金政策、燃費規制、メーカー戦略動向を整理
4） Cell to Packなどの蓄電池セル大型化トレンドで動向が注目される車載電池パックや車載電池モジュールセル構成部材の注目トピックを分析

＜調査対象＞
自動車種車載電池採用形態車載電池モジュールセル構成部材
【電動自動車】
MHEV（12V系/48V系）
HEV（ハイブリッド自動車）
PHEV（プラグインハイブリッド自動車）
EV（電気自動車）
FCV（燃料電池自動車）
HEV/PHEVトラックバス
EVトラックバス
駆動用電池
補機用電池
CMU（Cell Management Unit）
xEVバッテリー用高圧ハーネス
LiB/次世代電池用セル筐体
高圧電流遮断器（パイロヒューズ）
LiB/次世代電池用正極活物質
LiB/次世代電池用負極活物質
LiB/次世代電池用電解液
LiB/次世代電池用セパレータ
LiB/次世代電池用正極集電体
LiB/次世代電池用負極集電体
マイクロEV（ミニカー、超小型モビリティ）駆動用電池
【ICEV/ISSV】補機用電池

＜市場範疇＞
数値は年次ベース(1月～12月)とする。また調査対象市場範疇は、世界市場を対象とする
本レポートにおけるエリア区分は、原則以下の通りである
＜エリア区分対象地域＞
日本：日本
欧州： EU加盟27カ国、英国、EFTA加盟4カ国
北米：カナダ、米国、メキシコ
中国：中国
ASEAN東アジア： ASEAN加盟10カ国、韓国、台湾、モンゴル
インド：インド
その他：上記以外の国地域

＜調査方法＞
弊社専門調査員による、調査対象先（参入企業、関連企業など）に対する取材（面接、Web、TEL）を基本とした情報収集を実施した

特に出典の記載のない場合、富士経済調べの数値である

＜調査期間＞
2023年7月～2023年9月

＜注記＞
自動車市場規模の算出において「販売」はメーカー出荷分を指す。また、「生産」についてはメーカー出荷分における各生産地域構成を表したみなし数値としたため、メーカー各社の実際の生産数量とは一致しない
車載電池市場規模の算出は、自動車市場規模の「販売」で集計した各種電動自動車に搭載された蓄電池を集計対象
とした。エリアは、脚注がある場合を除いて、基本的に車体生産地区分である
シェアおよび前年比などの算出に際しては、小数点以下4位の位において四捨五入による計算を行っている
したがって、各項目のシェア合計値が100%を超過する場合、満たない場合があるが、合計値は100%と表記する
数表における構成比「0.0%」は、小数点以下4位の位において四捨五入した数値が「0.1%」に満たないものを示す
数表とグラフの「その他」構成比が前述の四捨五入処理の関係上、異なる場合がある
数表における「―」表記は、数量金額なし、不明、僅少を表す
数表のメーカー軸における「その他」は、メーカー不明分も含む
蓄電池数量の単位において、個と表記しているものは電池パックを対象としている

<目次＞
1. 世界情勢を踏まえた今後の自動車市場展望 ········3
2. 電動自動車市場動向 ············· 5
1）世界市場動向···5
2）日本····· 6
3）欧州····· 7
4）北米·····　 8
5）中国······9
6）ASEAN東アジア····· 10
7）インド························11
8）その他··············· 12
9）参考データ：自動車生産販売市場規模推移予測············· 13
3. 自動車メーカー分析 ················ 15
1）電動自動車メーカーシェア············· 15
2）自動車メーカー別電動自動車販売戦略·········· 16
3）自動車メーカー別電動自動車投入計画··········· 17
(1) 日本生産モデル····························································································· 17
(2) 欧州生産モデル····························································································· 17
(3) 北米生産モデル····························································································· 18
(4) 中国生産モデル····························································································· 18
(5) ASEAN東アジア生産モデル········································································· 19
(6) インドその他生産モデル·············································································· 19
4）車種別メーカー別電動自動車ラインアップ電池スペック/サプライヤー一覧·················· 20
(1) MHEV ········································································································ 20
(2) HEV ··········································································································· 22
(3) PHEV ········································································································· 24
(4) EV·············································································································· 28
(5) FCV············································································································ 36
(6) HEV/PHEVトラックバス ············································································ 36
(7) EVトラック·································································································· 37
(8) EVバス········································································································ 39
(9) マイクロEV·································································································· 42
4. EV関連注目トピック分析······························································································· 44
1） EVストック市場：EV（乗用車）普及規模推移予測 ················································· 44
2） EV電力需要市場：EV（乗用車）電力需要推移予測 ················································· 44
3） EV電池ストック市場：EV（乗用車）用電池普及規模推移予測 ·································· 45
4） EVストック出力市場：EV（乗用車）ストック出力規模推移予測 ······························· 45
5） Battery as a Service×EV動向················································································ 46
(1) V2X（V2H、V2Gなど） ················································································ 46
(2) バッテリー交換式EV（バッテリースワップ式EV） ············································· 47
(3) 異業種による新規参入動向·············································································· 48
目次
B. 総括分析編：車載電池市場
1. 電動自動車用蓄電池市場規模推移予測 ··········································································· 51
1）駆動用蓄電池市場：電動自動車種別········································································· 51
2）エリア別駆動用蓄電池市場：電動自動車種別····························································· 52
3）エリア別駆動用蓄電池市場：電動自動車種別（LiB）·················································· 55
4）エリア別駆動用蓄電池市場：電動自動車種別（次世代電池）········································ 58
2. LiB vs. 次世代電池の市場展望························································································ 61
1）車載電池採用動向の展望························································································ 61
2）主要自動車OEMの電池種別採用方向性····································································· 62
3）主要電池メーカーの電池種別開発方向性··································································· 64
3. 電動自動車用蓄電池メーカーシェア ················································································· 65
1） LiB/次世代電池メーカーシェア··············································································· 65
2）自動車メーカー別LiB/次世代電池需要量··································································· 66
4. 電動自動車用蓄電池供給能力分析 ···················································································· 67
1）エリア別LiB生産能力と電動自動車用蓄電池需要の比較··············································· 67
2）主要LiBメーカーによるエリア別電動自動車用蓄電池生産能力······································ 69
5. 車載電池需要生産エリア分析 ······················································································· 72
1）日本··················································································································· 72
2）欧州··················································································································· 73
3）北米··················································································································· 74
4）中国··················································································································· 75
5） ASEAN東アジア ······························································································· 76
6）インド················································································································ 77
7）その他················································································································ 78
C. 総括分析編：政策
1. 電動自動車の普及販売目標およびガソリン/ディーゼル車に対する販売規制 ·························· 81
1）世界の乗用車販売に占める電動自動車普及状況およびガソリン/ディーゼル車販売規制比較 81
2）日本··················································································································· 81
3）欧州··················································································································· 81
4）北米··················································································································· 82
5）中国··················································································································· 83
6） ASEAN東アジア······························································································· 84
7）インド················································································································ 85
8）その他················································································································ 86
9）複数国地域間で共有される目標············································································ 87
2. 補助金その他支援政策 ································································································ 87
1）補助金················································································································ 87
2）減税免税·········································································································· 95
3）その他支援政策···································································································· 97
3. 燃費規制 ····················································································································· 98
1）エリア別燃費基準値の比較（乗用車）······································································ 98
2）エリア別メーカー別燃費基準値の比較（乗用車）······················································· 98
4. 開発支援実証プロジェクト ·························································································· 99
1）主要エリアにおける電動自動車用蓄電デバイス開発目標·············································· 99
2）主要自動車メーカーによる電動自動車用蓄電デバイスコスト目標·································100
3）主要企業によるCell-to-Packなどの次世代セル設計動向··············································100
4）中国における重点技術領域ロードマップ··································································101
5. その他注目政策 ···········································································································105
1）販売台数規制······································································································105
2）充電インフラ水素ステーション···········································································105
3）中国におけるFCVの普及政策·················································································106
D. 電動自動車車載電池市場編
1. MHEV（12V系/48V系）······························································································· 111
2. HEV（ハイブリッド自動車） ························································································123
3. PHEV（プラグインハイブリッド自動車） ·······································································133
4. EV（電気自動車）·······································································································144
5. FCV（燃料電池自動車）·······························································································156
6. HEV/PHEVトラックバス···························································································165
7. EVトラックバス·······································································································176
8. マイクロEV（ミニカー、超小型モビリティ）···································································187
E. 補機用蓄電池市場編
1. ICEV/ISSV/電動自動車·································································································197

※D編E編共通掲載項目
Ⅰ. 自動車市場
1. 市場定義概要
2. 世界市場規模推移予測
1）エリア別生産販売台数推移予測※1 ※2
2）エリア別メーカー販売台数※2
3. 参入企業動向/メーカーシェア※2
Ⅱ. 蓄電デバイス市場
1. 蓄電デバイスの採用展望
2. 蓄電デバイス主要参入メーカー
3. 蓄電デバイスのスペック変化予測
1）平均容量推移※2
2）平均コスト推移※2
4. 蓄電デバイス市場規模推移予測
1）エリア別市場規模推移予測※2
2）LiB/次世代電池メーカーシェア推移※3
3）自動車メーカー別LiB/次世代電池調達推移※3
一部品目について割愛している項目がある。
※1 MHEVは合計のほかに12V系48V系、HEV/PHEVトラックバスは合計のほかにHEVトラックHEVバスPHEV
トラックPHEVバス、EVトラックバスは合計のほかにEVトラックEVバスを集計区分とした。
※2 2021年～2025年 2030年 2035年 2050年の分析結果を掲載した。
※3 2021年～2023年の分析結果を掲載した。
F. 車載電池パック市場編
1. 需要エリア別数量市場規模推移予測············································································211
2. 自動車OEM×電池パッカーの供給関係···········································································211
3. 車載電池パッカーシェア······························································································212
G. 車載電池モジュールセル構成部材市場編
1. CMU（Cell Management Unit）··················································································215
2. xEVバッテリー用高圧ハーネス·····················································································218
3. LiB/次世代電池用セル筐体···························································································221
4. 高圧電流遮断器（パイロヒューズ）···············································································224
5. LiB/次世代電池用正極活物質························································································227
6. LiB/次世代電池用負極活物質························································································230
7. LiB/次世代電池用電解液······························································································233
8. LiB/次世代電池用セパレータ························································································236
9. LiB/次世代電池用正極集電体························································································239
10. LiB/次世代電池用負極集電体························································································242
※G編共通掲載項目
1. 部材定義概要
2. 世界市場規模推移予測
1）需要エリア別数量市場規模推移予測※1
2）需要エリア別金額市場規模推移予測※1
3）需要エリア別車種別数量市場規模推移予測
3. 自動車OEM別動向※2
※1 2021年～2025年 2030年 2035年 2050年の分析結果を掲載した。
※2 G5～G10については、2021年～2025年 2030年 2035年 2050年の自動車OEM別需要規模推移予測を掲載した。

<报告标题>
●エネルギー大型二次電池材料の将来展望 2023
－電動自動車車載電池分野編－
<方法论>
●部分电话访谈是我们的专家调查员通过对目标公司（入围公司、关联公司等）的直接或在线访谈进行的。除非特别说明出处，否则这些数字均基于富士经济的研究
<调查期间>
●2022 年 12 月～2023 年 2 月
<版本>
●2023年10月18日
<页>
●245 页
<研究与生产>
●富士经济株式会社
<价格>
●CDR： 230,000日元
●本：190,000日元
<咨询销售>
●中联富士绖済咨询有限公司
北京市朝陽区建国路89号　華貿中心4号楼
TEL:86-10-6530-7164

エネルギー大型二次電池材料の将来展望 2023
－電動自動車車載電池分野編－
発行日 2023 年 10 月 18 日
調査編集エネルギーシステム事業部
書籍版 198,000円（税抜180,000円）
書籍/PDF+データ版セット 242,000円（税抜220,000円）
ネットワークパッケージ版 396,000円（税抜360,000円）
発行人菊地弘幸
発行所株式会社富士経済