1 エグゼクティブ・サマリー
2 序文
2.1 概要
2.2 ステークホルダー
2.3 調査範囲
2.4 調査方法
2.4.1 データマイニング
2.4.2 データ分析
2.4.3 データの検証
2.4.4 リサーチアプローチ
2.5 リサーチソース
2.5.1 一次調査ソース
2.5.2 セカンダリーリサーチソース
2.5.3 前提条件
3 市場動向分析
3.1 はじめに
3.2 推進要因
3.3 抑制要因
3.4 機会
3.5 脅威
3.6 アプリケーション分析
3.7 エンドユーザー分析
3.8 新興市場
3.9 Covid-19の影響
4 ポーターズファイブフォース分析
4.1 供給者の交渉力
4.2 買い手の交渉力
4.3 代替品の脅威
4.4 新規参入の脅威
4.5 競争上のライバル関係
5 バッテリーギガファクトリーの世界市場、バッテリータイプ別
5.1 はじめに
5.2 リチウムイオンバッテリー
5.2.1 リン酸鉄リチウム（LiFePO4）
5.2.2 ニッケルマンガンコバルトリチウム（NMC）
5.2.3 酸化ニッケルコバルトアルミニウムリチウム（NCA）
5.3 固体バッテリー
5.4 鉛蓄バッテリー
5.5 その他のバッテリータイプ
6 バッテリーギガファクトリーの世界市場、容量別
6.1 はじめに
6.2 小規模ギガファクトリー
6.3 中規模ギガファクトリー
6.4 大規模ギガファクトリー
7 バッテリーギガファクトリーの世界市場：生産工程別
7.1 導入
7.2 ウェットプロセス
7.3 ドライプロセス
7.4 ハイブリッド加工
8 バッテリーギガファクトリーの世界市場：用途別
8.1 はじめに
8.2 セル生産
8.3 モジュール生産
8.4 パック生産
8.5 リサイクルと再生
8.6 バッテリー試験と品質管理
8.7 その他の用途
9 バッテリーギガファクトリーの世界市場、エンドユーザー別
9.1 はじめに
9.2 電気自動車（EV）
9.3 エネルギー貯蔵システム（ESS）
9.4 民生用電子機器
9.5 産業機器
9.6 航空宇宙・防衛
9.7 その他のエンドユーザー
10 バッテリーギガファクトリーの世界市場：地域別
10.1 はじめに
10.2 北米
10.2.1 アメリカ
10.2.2 カナダ
10.2.3 メキシコ
10.3 ヨーロッパ
10.3.1 ドイツ
10.3.2 イギリス
10.3.3 イタリア
10.3.4 フランス
10.3.5 スペイン
10.3.6 その他のヨーロッパ
10.4 アジア太平洋
10.4.1 日本
10.4.2 中国
10.4.3 インド
10.4.4 オーストラリア
10.4.5 ニュージーランド
10.4.6 韓国
10.4.7 その他のアジア太平洋地域
10.5 南米
10.5.1 アルゼンチン
10.5.2 ブラジル
10.5.3 チリ
10.5.4 その他の南米地域
10.6 中東・アフリカ
10.6.1 サウジアラビア
10.6.2 アラブ首長国連邦
10.6.3 カタール
10.6.4 南アフリカ
10.6.5 その他の中東・アフリカ地域
11 主要開発
11.1 契約、パートナーシップ、提携、合弁事業
11.2 買収と合併
11.3 新製品上市
11.4 事業拡大
11.5 その他の主要戦略
12 企業プロフィール
Tesla
LG Energy Solution
Panasonic
Ford
General Motors (GM)
Samsung
Reliance Industries Limited
Honeywell International
Gotion High-Tech
Freyr Battery
Contemporary Amperex Technology Co. Limited
Automotive Energy Supply Corporation
SK Innovation
Northvolt
Rivian
QuantumScape and Envision AESC.
表一覧
表1 バッテリーギガファクトリーの世界市場展望、地域別（2022-2030年） ($MN)
表2 バッテリーギガファクトリーの世界市場展望、バッテリータイプ別（2022-2030年） ($MN)
表3 バッテリーギガファクトリーの世界市場展望：リチウムイオンバッテリー別 (2022-2030) ($MN)
表4 バッテリーギガファクトリーの世界市場展望、リン酸鉄リチウム（LiFePO4）別 (2022-2030) ($MN)
表5 バッテリーギガファクトリーの世界市場展望、リチウムニッケルマンガンコバルト（NMC）別 (2022-2030) ($MN)
表6 バッテリーギガファクトリーの世界市場展望、リチウムニッケル・コバルト・アルミニウム酸化物（NCA）別 (2022-2030) ($MN)
表7 バッテリーギガファクトリーの世界市場展望、固体バッテリー別 (2022-2030) ($MN)
表8 バッテリーギガファクトリーの世界市場展望、鉛蓄バッテリー別 (2022-2030) ($MN)
表9 バッテリーギガファクトリーの世界市場展望、その他のバッテリータイプ別 (2022-2030) ($MN)
表10 バッテリーギガファクトリーの世界市場展望、容量別 (2022-2030) ($MN)
表11 バッテリーギガファクトリーの世界市場展望、小規模ギガファクトリー別 (2022-2030) ($MN)
表12 バッテリーギガファクトリーの世界市場展望、中規模ギガファクトリー別 (2022-2030) ($MN)
表13 バッテリーギガファクトリーの世界市場展望、大規模ギガファクトリー別 (2022-2030) ($MN)
表14 バッテリーギガファクトリーの世界市場展望、生産プロセス別 (2022-2030) ($MN)
表15 バッテリーギガファクトリーの世界市場展望、ウェット処理別 (2022-2030) ($MN)
表16 バッテリーギガファクトリーの世界市場展望、ドライ加工別 (2022-2030) ($MN)
表17 バッテリーギガファクトリーの世界市場展望、ハイブリッド加工別 (2022-2030) ($MN)
表18 バッテリーギガファクトリーの世界市場展望、用途別 (2022-2030) ($MN)
表19 バッテリーギガファクトリーの世界市場展望、セル生産別 (2022-2030) ($MN)
表20 バッテリーギガファクトリーの世界市場展望、モジュール生産別 (2022-2030) ($MN)
表21 バッテリーギガファクトリーの世界市場展望、パック生産別 (2022-2030) ($MN)
表22 バッテリーギガファクトリーの世界市場展望：リサイクル・改修別 (2022-2030) ($MN)
表23 バッテリーギガファクトリーの世界市場展望、バッテリー試験・品質管理別 (2022-2030) ($MN)
表24 バッテリーギガファクトリーの世界市場展望、その他の用途別 (2022-2030) ($MN)
表25 バッテリーギガファクトリーの世界市場展望：エンドユーザー別 (2022-2030) ($MN)
表26 バッテリーギガファクトリーの世界市場展望：電気自動車（EV）別 (2022-2030) ($MN)
表27 バッテリーギガファクトリーの世界市場展望、エネルギー貯蔵システム（ESS）別 (2022-2030) ($MN)
表28 バッテリーギガファクトリーの世界市場展望、家電製品別 (2022-2030) ($MN)
表29 バッテリーギガファクトリーの世界市場展望、産業機器別 (2022-2030) ($MN)
表30 バッテリーギガファクトリーの世界市場展望：航空宇宙・防衛別 (2022-2030) ($MN)
表31 バッテリーギガファクトリーの世界市場展望：その他のエンドユーザー別 (2022-2030) ($MN)
注）北米、ヨーロッパ、APAC、南米、中東・アフリカ地域の表も上記と同様に表記しています。
According to Inflation Reduction Act report, the U.S.'s anticipated capacity for lithium-ion battery gigafactories has increased by a factor of two faster than that of Europe.
Market Dynamics:
Driver:
Increased adoption of renewable energy sources
The increased adoption of renewable energy sources, such as solar and wind, drives the growth of the battery gigafactory by creating demand for large-scale energy storage solutions. As renewable energy production is intermittent, efficient batteries are crucial to store excess energy and provide a reliable power supply when production dips. Gigafactories produce high-capacity batteries needed for this storage, supporting the global transition to clean energy. Additionally, government incentives and sustainability goals encourage investments in battery manufacturing, further accelerating market growth.
Restraint:
Technological uncertainties
Technological uncertainties in battery gigafactories include rapid advancements in battery technologies, which can lead to obsolescence of existing infrastructure and processes. Additionally, challenges in scaling up production while maintaining quality and efficiency pose risks. These uncertainties can hamper market growth by causing delays, increasing costs, and leading to investment hesitancy, as companies grapple with the unpredictability of future technological developments and their impacts on production viability.
Opportunity:
Rising demand for electric vehicles (EVs)
As EV adoption surges, the need for high-capacity, efficient batteries increases, driving investments in large-scale battery production facilities. Gigafactories are essential for producing lithium-ion batteries at scale, reducing costs, and improving performance. They enable economies of scale, accelerate technological advancements, and ensure a stable supply of batteries, which is crucial for meeting the growing EV market demand. This trend attracts significant capital investment and stimulates innovation, further propelling the market’s expansion.
Threat:
Limited availability of essential minerals
Limited availability of essential minerals, such as lithium, cobalt, and nickel, creates supply constraints and increasing material costs. These minerals are crucial for battery production, and their scarcity can lead to volatile prices and supply chain disruptions. As gigafactories scale up production, the demand for these minerals intensifies, exacerbating shortages. This can result in higher production costs and delays in meeting market demand, ultimately stifling the expansion and profitability of battery gigafactories.
Covid-19 Impact
The covid-19 pandemic disrupted the battery gigafactory market by causing delays in construction, supply chain disruptions, and reduced workforce availability. Lockdowns and travel restrictions affected the sourcing of key materials like lithium and cobalt, leading to production slowdowns. However, the pandemic also accelerated the shift toward clean energy, as governments implemented green recovery policies, increasing demand for electric vehicles (EVs) and energy storage systems. This spurred investment in gigafactory projects as part of the global push for sustainability and electrification.
The hybrid processing segment is expected to be the largest during the forecast period
The hybrid processing segment is estimated to be the largest share during the forecast period, due to its multiple manufacturing techniques and optimized battery production. This approach integrates manual labor with robotics and AI-driven systems, improving efficiency, scalability, and quality control. By leveraging hybrid processing, manufacturers can streamline operations, reduce production costs, and enhance flexibility in adapting to new battery technologies. It also enables higher throughput while maintaining precision in tasks like cell assembly, electrode production, and module integration.
The consumer electronics segment is expected to have the highest CAGR during the forecast period
The consumer electronics segment is anticipated to witness the highest CAGR during the forecast period. Battery gigafactories play a crucial role in supporting the consumer electronics market by producing high-capacity, energy-dense lithium-ion batteries at scale. These batteries power a wide range of devices, including smart phones, laptops, tablets, and wearables, where long battery life, fast charging, and compact size are critical. Gigafactories ensure consistent supply, cost efficiency, and innovation, enabling the consumer electronics industry to meet evolving performance and sustainability needs.
Region with largest share:
The Asia-Pacific region is expected to be a dominant player in the battery gigafactory market, driven by the rapid growth of electric vehicle (EV) adoption and renewable energy projects. Countries like China, Japan, and South Korea lead in battery production, with significant investments in large-scale manufacturing facilities. China, in particular, hosts several gigafactories, bolstered by government support and a robust supply chain for critical materials like lithium and cobalt. The region's focus on technological innovation, cost-effective production, and sustainable energy solutions positions it as a key hub for global battery manufacturing.
Region with highest CAGR:
The battery gigafactory market in North America is to experience highest CAGR, driven by the increasing demand for electric vehicles (EVs) and energy storage solutions. The U.S. is a key player, with companies like Tesla and General Motors investing heavily in gigafactory construction to scale up battery production. Government incentives and clean energy policies are further accelerating this trend. Collaborations with global battery manufacturers and advancements in battery technology are fostering a competitive landscape, positioning North America as a crucial region for battery innovation and large-scale production capabilities.
Key players in the market
Some of the key players profiled in the Battery Gigafactory Market include Tesla, LG Energy Solution, Panasonic, Ford, General Motors (GM), Samsung, Reliance Industries Limited, Honeywell International, Gotion High-Tech, Freyr Battery, Contemporary Amperex Technology Co. Limited, Automotive Energy Supply Corporation, SK Innovation, Northvolt, Rivian, QuantumScape and Envision AESC.
Key Developments:
In August 2024, Reliance Industries Ltd. (RIL) announced to launch operations at its much-anticipated battery Gigafactory in Jamnagar, Gujarat, by the second half of 2026. This significant project is set to be a cornerstone in India’s transition towards green energy, focusing on battery manufacturing and energy storage solutions.
In June 2024, Honeywell has announced the release of its Battery Manufacturing Excellence Platform (Battery MXP), a software solution driven by artificial intelligence (AI) that maximises gigafactory performance right from the start by increasing battery cell yields and helping manufacturers quickly establish new facilities.
Battery Types Covered:
• Lithium-Ion Batteries
• Solid-State Batteries
• Lead-Acid Batteries
• Other Battery Types
Capacities Covered:
• Small-Scale Gigafactories
• Medium-Scale Gigafactories
• Large-Scale Gigafactories
Production Processes Covered:
• Wet Processing
• Dry Processing
• Hybrid Processing
Applications Covered:
• Cell Production
• Module Production
• Pack Production
• Recycling & Refurbishment
• Battery Testing & Quality Control
• Other Applications
End Users Covered:
• Electric Vehicles (EVs)
• Energy Storage Systems (ESS)
• Consumer Electronics
• Industrial Equipment
• Aerospace & Defense
• Other End Users
Regions Covered:
• North America
US
Canada
Mexico
• Europe
Germany
UK
Italy
France
Spain
Rest of Europe
• Asia Pacific
Japan
China
India
Australia
New Zealand
South Korea
Rest of Asia Pacific
• South America
Argentina
Brazil
Chile
Rest of South America
• Middle East & Africa
Saudi Arabia
UAE
Qatar
South Africa
Rest of Middle East & Africa
What our report offers:
Market share assessments for the regional and country-level segments
Strategic recommendations for the new entrants
Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
Strategic recommendations in key business segments based on the market estimations
Competitive landscaping mapping the key common trends
Company profiling with detailed strategies, financials, and recent developments
Supply chain trends mapping the latest technological advancements
1 Executive Summary
2 Preface
2.1 Abstract
2.2 Stake Holders
2.3 Research Scope
2.4 Research Methodology
2.4.1 Data Mining
2.4.2 Data Analysis
2.4.3 Data Validation
2.4.4 Research Approach
2.5 Research Sources
2.5.1 Primary Research Sources
2.5.2 Secondary Research Sources
2.5.3 Assumptions
3 Market Trend Analysis
3.1 Introduction
3.2 Drivers
3.3 Restraints
3.4 Opportunities
3.5 Threats
3.6 Application Analysis
3.7 End User Analysis
3.8 Emerging Markets
3.9 Impact of Covid-19
4 Porters Five Force Analysis
4.1 Bargaining power of suppliers
4.2 Bargaining power of buyers
4.3 Threat of substitutes
4.4 Threat of new entrants
4.5 Competitive rivalry
5 Global Battery Gigafactory Market, By Battery Type
5.1 Introduction
5.2 Lithium-Ion Batteries
5.2.1 Lithium Iron Phosphate (LiFePO4)
5.2.2 Lithium Nickel Manganese Cobalt (NMC)
5.2.3 Lithium Nickel Cobalt Aluminum Oxide (NCA)
5.3 Solid-State Batteries
5.4 Lead-Acid Batteries
5.5 Other Battery Types
6 Global Battery Gigafactory Market, By Capacity
6.1 Introduction
6.2 Small-Scale Gigafactories
6.3 Medium-Scale Gigafactories
6.4 Large-Scale Gigafactories
7 Global Battery Gigafactory Market, By Production Process
7.1 Introduction
7.2 Wet Processing
7.3 Dry Processing
7.4 Hybrid Processing
8 Global Battery Gigafactory Market, By Application
8.1 Introduction
8.2 Cell Production
8.3 Module Production
8.4 Pack Production
8.5 Recycling & Refurbishment
8.6 Battery Testing & Quality Control
8.7 Other Applications
9 Global Battery Gigafactory Market, By End User
9.1 Introduction
9.2 Electric Vehicles (EVs)
9.3 Energy Storage Systems (ESS)
9.4 Consumer Electronics
9.5 Industrial Equipment
9.6 Aerospace & Defense
9.7 Other End Users
10 Global Battery Gigafactory Market, By Geography
10.1 Introduction
10.2 North America
10.2.1 US
10.2.2 Canada
10.2.3 Mexico
10.3 Europe
10.3.1 Germany
10.3.2 UK
10.3.3 Italy
10.3.4 France
10.3.5 Spain
10.3.6 Rest of Europe
10.4 Asia Pacific
10.4.1 Japan
10.4.2 China
10.4.3 India
10.4.4 Australia
10.4.5 New Zealand
10.4.6 South Korea
10.4.7 Rest of Asia Pacific
10.5 South America
10.5.1 Argentina
10.5.2 Brazil
10.5.3 Chile
10.5.4 Rest of South America
10.6 Middle East & Africa
10.6.1 Saudi Arabia
10.6.2 UAE
10.6.3 Qatar
10.6.4 South Africa
10.6.5 Rest of Middle East & Africa
11 Key Developments
11.1 Agreements, Partnerships, Collaborations and Joint Ventures
11.2 Acquisitions & Mergers
11.3 New Product Launch
11.4 Expansions
11.5 Other Key Strategies
12 Company Profiling
12.1 Tesla
12.2 LG Energy Solution
12.3 Panasonic
12.4 Ford
12.5 General Motors (GM)
12.6 Samsung
12.7 Reliance Industries Limited
12.8 Honeywell International
12.9 Gotion High-Tech
12.10 Freyr Battery
12.11 Contemporary Amperex Technology Co. Limited
12.12 Automotive Energy Supply Corporation
12.13 SK Innovation
12.14 Northvolt
12.15 Rivian
12.16 QuantumScape
12.17 Envision AESC
List of Tables
Table 1 Global Battery Gigafactory Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Battery Gigafactory Market Outlook, By Battery Type (2022-2030) ($MN)
Table 3 Global Battery Gigafactory Market Outlook, By Lithium-Ion Batteries (2022-2030) ($MN)
Table 4 Global Battery Gigafactory Market Outlook, By Lithium Iron Phosphate (LiFePO4) (2022-2030) ($MN)
Table 5 Global Battery Gigafactory Market Outlook, By Lithium Nickel Manganese Cobalt (NMC) (2022-2030) ($MN)
Table 6 Global Battery Gigafactory Market Outlook, By Lithium Nickel Cobalt Aluminum Oxide (NCA) (2022-2030) ($MN)
Table 7 Global Battery Gigafactory Market Outlook, By Solid-State Batteries (2022-2030) ($MN)
Table 8 Global Battery Gigafactory Market Outlook, By Lead-Acid Batteries (2022-2030) ($MN)
Table 9 Global Battery Gigafactory Market Outlook, By Other Battery Types (2022-2030) ($MN)
Table 10 Global Battery Gigafactory Market Outlook, By Capacity (2022-2030) ($MN)
Table 11 Global Battery Gigafactory Market Outlook, By Small-Scale Gigafactories (2022-2030) ($MN)
Table 12 Global Battery Gigafactory Market Outlook, By Medium-Scale Gigafactories (2022-2030) ($MN)
Table 13 Global Battery Gigafactory Market Outlook, By Large-Scale Gigafactories (2022-2030) ($MN)
Table 14 Global Battery Gigafactory Market Outlook, By Production Process (2022-2030) ($MN)
Table 15 Global Battery Gigafactory Market Outlook, By Wet Processing (2022-2030) ($MN)
Table 16 Global Battery Gigafactory Market Outlook, By Dry Processing (2022-2030) ($MN)
Table 17 Global Battery Gigafactory Market Outlook, By Hybrid Processing (2022-2030) ($MN)
Table 18 Global Battery Gigafactory Market Outlook, By Application (2022-2030) ($MN)
Table 19 Global Battery Gigafactory Market Outlook, By Cell Production (2022-2030) ($MN)
Table 20 Global Battery Gigafactory Market Outlook, By Module Production (2022-2030) ($MN)
Table 21 Global Battery Gigafactory Market Outlook, By Pack Production (2022-2030) ($MN)
Table 22 Global Battery Gigafactory Market Outlook, By Recycling & Refurbishment (2022-2030) ($MN)
Table 23 Global Battery Gigafactory Market Outlook, By Battery Testing & Quality Control (2022-2030) ($MN)
Table 24 Global Battery Gigafactory Market Outlook, By Other Applications (2022-2030) ($MN)
Table 25 Global Battery Gigafactory Market Outlook, By End User (2022-2030) ($MN)
Table 26 Global Battery Gigafactory Market Outlook, By Electric Vehicles (EVs) (2022-2030) ($MN)
Table 27 Global Battery Gigafactory Market Outlook, By Energy Storage Systems (ESS) (2022-2030) ($MN)
Table 28 Global Battery Gigafactory Market Outlook, By Consumer Electronics (2022-2030) ($MN)
Table 29 Global Battery Gigafactory Market Outlook, By Industrial Equipment (2022-2030) ($MN)
Table 30 Global Battery Gigafactory Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 31 Global Battery Gigafactory Market Outlook, By Other End Users (2022-2030) ($MN)
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.
