{"id":42479,"date":"2025-09-11T10:59:02","date_gmt":"2025-09-11T01:59:02","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/?p=42479"},"modified":"2026-09-10T20:34:20","modified_gmt":"2026-09-10T11:34:20","slug":"lithium-ion-battery-for-electric-vehicle-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/lithium-ion-battery-for-electric-vehicle-market-mordor\/","title":{"rendered":"\u96fb\u6c17\u81ea\u52d5\u8eca\u5411\u3051\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u5e02\u5834\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790 &#8211; \u6210\u9577\u52d5\u5411\u3068\u4e88\u6e2c (2025\u5e74\uff5e2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/lithium-ion-battery-for-electric-vehicle-market-1719483493944-Slide1.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/lithium-ion-battery-for-electric-vehicle-market-size-image-1765783133189.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \u8abf\u67fb\u306e\u524d\u63d0\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/li>\n<li class=\"toc-level-2\">1.2 \u8abf\u67fb\u7bc4\u56f2<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \u5e02\u5834\u6982\u8981<\/li>\n<li class=\"toc-level-2\">4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.2.1 2029\u5e74\u307e\u3067\u306b\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u306e\u4fa1\u683c\u304c80\u7c73\u30c9\u30eb\/kWh\u672a\u6e80\u306b\u4f4e\u4e0b<\/li>\n<li class=\"toc-level-3\">4.2.2 \u4e2d\u56fd\u3001EU\u3001\u7c73\u56fd\u306b\u304a\u3051\u308b\u5927\u578b\u30c8\u30e9\u30c3\u30af\u306e\u6025\u901f\u306a\u96fb\u52d5\u5316\u7fa9\u52d9<\/li>\n<li class=\"toc-level-3\">4.2.3 OEM\u306e\u5782\u76f4\u7d71\u5408\uff08BYD\u3001\u30c6\u30b9\u30e9\u3001\u5409\u5229\uff09\u304c\u81ea\u793e\u88fd\u30bb\u30eb\u9700\u8981\u3092\u4fc3\u9032<\/li>\n<li class=\"toc-level-3\">4.2.4 \u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306e\u56fd\u5185\u8a98\u81f4\u3092\u5de1\u308b\u5730\u653f\u5b66\u7684\u7af6\u4e89\uff08IRA\u3001EU BJT\u3001\u30a4\u30f3\u30c9PLI\uff09<\/li>\n<li class=\"toc-level-3\">4.2.5 \u6025\u901f\u5145\u96fb800V\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3088\u308b\u5e73\u5747\u30d0\u30c3\u30c6\u30ea\u30fc\u30b5\u30a4\u30ba\u306e\u5897\u52a0<\/li>\n<li class=\"toc-level-3\">4.2.6 LFP\u306e\u30b3\u30d0\u30eb\u30c8\u30d5\u30ea\u30fc\u306b\u3088\u308b\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u304c\u3001\u4fa1\u683c\u306b\u654f\u611f\u306a2\u8f2a\/3\u8f2a\u5e02\u5834\u3092\u62e1\u5927<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.3.1 \u539f\u6750\u6599\u306e\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u5909\u52d5\uff08\u70ad\u9178\u30ea\u30c1\u30a6\u30e0\u3001\u786b\u9178\u30cb\u30c3\u30b1\u30eb\uff09<\/li>\n<li class=\"toc-level-3\">4.3.2 2028\u5e74\u4ee5\u964d\u306e\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u3092\u5171\u98df\u3044\u3059\u308b\u56fa\u4f53\u96fb\u6c60\u304a\u3088\u3073\u30ca\u30c8\u30ea\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u306e\u5546\u696d\u5316\u30ea\u30b9\u30af<\/li>\n<li class=\"toc-level-3\">4.3.3 \u4e2d\u56fd\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u30c8\u30ec\u30fc\u30b5\u30d3\u30ea\u30c6\u30a3\u306b\u5bfe\u3059\u308bESG\u306e\u76e3\u8996<\/li>\n<li class=\"toc-level-3\">4.3.4 \u30d0\u30c3\u30c6\u30ea\u30fc\u706b\u707d\u306e\u30ea\u30b3\u30fc\u30eb\u304c\u65b0\u8208\u5e02\u5834\u306b\u304a\u3051\u308b\u6d88\u8cbb\u8005\u306e\u4fe1\u983c\u3092\u640d\u306a\u3046<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.5 \u898f\u5236\u74b0\u5883<\/li>\n<li class=\"toc-level-2\">4.6 \u6280\u8853\u7684\u5c55\u671b<\/li>\n<li class=\"toc-level-2\">4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\n<ul>\n<li class=\"toc-level-3\">4.7.1 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.7.2 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.7.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.7.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \u30d0\u30c3\u30c6\u30ea\u30fc\u5316\u5b66\u5225\n<ul>\n<li class=\"toc-level-3\">5.1.1 \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\uff08NMC\u3001LFP\u3001NCA\uff09<\/li>\n<li class=\"toc-level-3\">5.1.2 \u65b0\u8208\uff08\u5168\u56fa\u4f53\u3001Li-S\u3001Na\u30a4\u30aa\u30f3\uff09<\/li>\n<li class=\"toc-level-3\">5.1.3 \u925b\u84c4\u96fb\u6c60<\/li>\n<li class=\"toc-level-3\">5.1.4 \u30cb\u30c3\u30b1\u30eb\u6c34\u7d20<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \u30bb\u30eb\u5f62\u5f0f\u5225\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u5186\u7b52\u5f62<\/li>\n<li class=\"toc-level-3\">5.2.2 \u89d2\u5f62<\/li>\n<li class=\"toc-level-3\">5.2.3 \u30d1\u30a6\u30c1\u5f62<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \u63a8\u9032\u65b9\u5f0f\u5225\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u30d0\u30c3\u30c6\u30ea\u30fc\u5f0f\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09<\/li>\n<li class=\"toc-level-3\">5.3.2 \u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca\uff08PHEV\uff09<\/li>\n<li class=\"toc-level-3\">5.3.3 \u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca\uff08HEV\uff09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \u8eca\u7a2e\u5225\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u4e57\u7528\u8eca<\/li>\n<li class=\"toc-level-3\">5.4.2 \u5c0f\u578b\u5546\u7528\u8eca<\/li>\n<li class=\"toc-level-3\">5.4.3 \u4e2d\u578b\u30fb\u5927\u578b\u30c8\u30e9\u30c3\u30af<\/li>\n<li class=\"toc-level-3\">5.4.4 \u30d0\u30b9\u30fb\u30b3\u30fc\u30c1<\/li>\n<li class=\"toc-level-3\">5.4.5 \u4e8c\u8f2a\u30fb\u4e09\u8f2a\u8eca<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \u5730\u57df\u5225\n<ul>\n<li class=\"toc-level-3\">5.5.1 \u5317\u7c73<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \u7c73\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \u30ab\u30ca\u30c0<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \u30e1\u30ad\u30b7\u30b3<\/li>\n<li class=\"toc-level-3\">5.5.2 \u6b27\u5dde<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \u30c9\u30a4\u30c4<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \u82f1\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \u30d5\u30e9\u30f3\u30b9<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \u30a4\u30bf\u30ea\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \u30b9\u30da\u30a4\u30f3<\/li>\n<li class=\"toc-level-4\">5.5.2.6 \u5317\u6b27\u8af8\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.2.7 \u30ed\u30b7\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.2.8 \u305d\u306e\u4ed6\u306e\u6b27\u5dde<\/li>\n<li class=\"toc-level-3\">5.5.3 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \u4e2d\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \u30a4\u30f3\u30c9<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \u65e5\u672c<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \u97d3\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.3.5 ASEAN\u8af8\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u3068\u30cb\u30e5\u30fc\u30b8\u30fc\u30e9\u30f3\u30c9<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-3\">5.5.4 \u5357\u7c73<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \u30d6\u30e9\u30b8\u30eb<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73<\/li>\n<li class=\"toc-level-3\">5.5.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \u5357\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \u30a8\u30b8\u30d7\u30c8<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \u30ca\u30a4\u30b8\u30a7\u30ea\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.5.6 \u305d\u306e\u4ed6\u306e\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \u7af6\u5408\u60c5\u52e2<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/li>\n<li class=\"toc-level-2\">6.2 \u6226\u7565\u7684\u52d5\u5411\uff08M&amp;A\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3001PPA\uff09<\/li>\n<li class=\"toc-level-2\">6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\uff08\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30ad\u30f3\u30b0\/\u30b7\u30a7\u30a2\uff09<\/li>\n<li class=\"toc-level-2\">6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u6982\u8981\u3001\u5e02\u5834\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09\n<ul>\n<li class=\"toc-level-3\">6.4.1 Contemporary Amperex Technology (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.2 BYD Company Ltd (FinDreams)<\/li>\n<li class=\"toc-level-3\">6.4.3 LG Energy Solution Ltd<\/li>\n<li class=\"toc-level-3\">6.4.4 Panasonic Energy Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.6 SK On Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 CALB Group Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.8 Gotion High-tech Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 Eve Energy Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.10 Sunwoda Electronic Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.11 AESC (Envision)<\/li>\n<li class=\"toc-level-3\">6.4.12 Northvolt AB<\/li>\n<li class=\"toc-level-3\">6.4.13 SVOLT Energy Technology<\/li>\n<li class=\"toc-level-3\">6.4.14 Farasis Energy<\/li>\n<li class=\"toc-level-3\">6.4.15 ProLogium Technology Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.16 StoreDot Ltd<\/li>\n<li class=\"toc-level-3\">6.4.17 Tata Agratas Energy Storage<\/li>\n<li class=\"toc-level-3\">6.4.18 ACC Automotive Cells Company<\/li>\n<li class=\"toc-level-3\">6.4.19 QuantumScape Corp.<\/li>\n<li class=\"toc-level-3\">6.4.20 Redwood Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 International Battery Co. (IBC)<\/li>\n<li class=\"toc-level-3\">6.4.22 Italvolt SpA<\/li>\n<li class=\"toc-level-3\">6.4.23 Britishvolt Ltd (\u7d4c\u55b6\u7834\u7dbb)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u96fb\u6c17\u81ea\u52d5\u8eca\u7528\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u5e02\u5834\u306e\u6982\u8981\uff082025\u5e74\uff5e2030\u5e74\uff09<\/p>\n<p>\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c<\/p>\n<p>\u96fb\u6c17\u81ea\u52d5\u8eca\u7528\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f1,195\u51041,000\u4e07\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u30012030\u5e74\u306b\u306f2,837\u51047,000\u4e07\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4e88\u6e2c\u671f\u9593\uff082025\u5e74\uff5e2030\u5e74\uff09\u306b\u304a\u3051\u308b\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f18.88%\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3001\u6700\u5927\u306e\u5e02\u5834\u3067\u3042\u308a\u7d9a\u3051\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306e\u96c6\u4e2d\u5ea6\u306f\u4e2d\u7a0b\u5ea6\u3067\u3059\u3002<\/p>\n<p>\u5e02\u5834\u5206\u6790\u3068\u4e3b\u8981\u30c8\u30ec\u30f3\u30c9<\/p>\n<p>\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u5185\u71c3\u6a5f\u95a2\u8eca\u3068\u306e\u4fa1\u683c\u540c\u7b49\u6027\u3092\u5b9f\u73fe\u3059\u308b80\u7c73\u30c9\u30eb\/kWh\u4ee5\u4e0b\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u30b3\u30b9\u30c8\u3092\u8ffd\u6c42\u3059\u308b\u305f\u3081\u3001\u5916\u90e8\u59d4\u8a17\u304b\u3089\u81ea\u793e\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u3078\u306e\u79fb\u884c\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u3001\u6b27\u5dde\u9023\u5408\u3001\u30a4\u30f3\u30c9\u306b\u304a\u3051\u308b\u653f\u7b56\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306b\u3088\u308a\u3001\u7d041,000\u5104\u7c73\u30c9\u30eb\u304c\u30aa\u30f3\u30b7\u30e7\u30a2\u306e\u30bb\u30eb\u5de5\u5834\u306b\u632f\u308a\u5411\u3051\u3089\u308c\u3001\u30a2\u30b8\u30a2\u306e\u6b74\u53f2\u7684\u306a\u512a\u4f4d\u6027\u304c\u8584\u307e\u308a\u3001\u5408\u5f01\u4e8b\u696d\u306e\u767a\u8868\u304c\u76f8\u6b21\u3044\u3067\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3001\u5927\u578b\u30c8\u30e9\u30c3\u30af\u306e\u6025\u901f\u306a\u96fb\u52d5\u5316\u7fa9\u52d9\u5316\u3001800V\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u63a1\u7528\u3001\u30ea\u30f3\u9178\u9244\u30ea\u30c1\u30a6\u30e0\uff08LFP\uff09\u306e\u30b3\u30d0\u30eb\u30c8\u30d5\u30ea\u30fc\u306b\u3088\u308b\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u306b\u3088\u308a\u3001\u7279\u306b\u4e8c\u8f2a\u8eca\u3084\u914d\u9001\u30d0\u30f3\u306b\u304a\u3044\u3066\u3001\u5bfe\u8c61\u3068\u306a\u308b\u9867\u5ba2\u5c64\u304c\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u7af6\u4e89\u306f\u6fc0\u3057\u304f\u3001\u30c6\u30b9\u30e9\u306e4680\u3084BYD\u306e\u30d6\u30ec\u30fc\u30c9\u3068\u3044\u3063\u305f\u5782\u76f4\u7d71\u5408\u578bOEM\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u4e2d\u5805\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u7c97\u5229\u76ca\u7387\u309210%\u672a\u6e80\u306b\u62bc\u3057\u4e0b\u3052\u3001\u696d\u754c\u306e\u7d71\u5408\u3068\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306e\u898f\u6a21\u62e1\u5927\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30d0\u30c3\u30c6\u30ea\u30fc\u5316\u5b66\u5225: 2024\u5e74\u306b\u306f\u3001\u4e2d\u56fd\u306e\u4e57\u7528\u8eca\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u304a\u3044\u3066LFP\u304c45%\u306e\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u307e\u3057\u305f\u3002\u5168\u56fa\u4f53\u96fb\u6c60\u306e\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u306f\u30012030\u5e74\u307e\u3067\u306b31.8%\u306eCAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30bb\u30eb\u5f62\u5f0f\u5225: 2024\u5e74\u306b\u306f\u89d2\u5f62\u30bb\u30eb\u304c48.2%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u6b27\u5dde\u306e\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u304c\u67d4\u8edf\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u597d\u3080\u305f\u3081\u3001\u30d1\u30a6\u30c1\u578b\u30bb\u30eb\u304c23.5%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u63a8\u9032\u65b9\u5f0f\u5225: 2024\u5e74\u306e\u30bb\u30eb\u9700\u8981\u306e72.3%\u3092\u30d0\u30c3\u30c6\u30ea\u30fc\u5f0f\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09\u304c\u5360\u3081\u3001\u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca\uff08PHEV\uff09\u3092\u4e0a\u56de\u308b21.7%\u306eCAGR\u3067\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u4e57\u7528\u8eca\u304c70.8%\u306e\u8ca9\u58f2\u91cf\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u304c\u3001\u30a4\u30f3\u30c9\u306e\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u5c55\u958b\u3092\u80cc\u666f\u306b\u3001\u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca\u304c2030\u5e74\u307e\u3067\u306b32.3%\u306eCAGR\u3067\u898f\u6a21\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u5e02\u5834\u30b7\u30a7\u30a2\u306e50.9%\u3092\u5360\u3081\u3001IRA\u88dc\u52a9\u91d1\u304c\u73fe\u5730\u751f\u7523\u80fd\u529b\u3092\u523a\u6fc0\u3059\u308b\u305f\u3081\u3001\u5317\u7c73\u304c22.4%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u4fc3\u9032\u8981\u56e0<\/p>\n<p>*   \u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u4fa1\u683c\u306e80\u7c73\u30c9\u30eb\/kWh\u4ee5\u4e0b\u3078\u306e\u4f4e\u4e0b\uff082029\u5e74\u307e\u3067\uff09: 2024\u5e74\u306e\u5e73\u5747\u30d1\u30c3\u30af\u30b3\u30b9\u30c8\u306f115\u7c73\u30c9\u30eb\/kWh\u3067\u3001\u70ad\u9178\u30ea\u30c1\u30a6\u30e0\u306e\u30c7\u30d5\u30ec\u3068\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306e\u898f\u6a21\u62e1\u5927\u306b\u3088\u308a\u524d\u5e74\u6bd414%\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u4e2d\u56fd\u306eLFP\u306f95\u7c73\u30c9\u30eb\/kWh\u307e\u3067\u4e0b\u843d\u3057\u3001\u30a2\u30b8\u30a2\u5168\u57df\u3067\u88dc\u52a9\u91d1\u306a\u3057\u306e\u30a8\u30f3\u30c8\u30ea\u30fc\u30ec\u30d9\u30eb\u8eca\u306e\u8ca9\u58f2\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u30c6\u30b9\u30e9\u306f4680\u30d7\u30ed\u30b0\u30e9\u30e0\u306b\u3088\u308a2026\u5e74\u307e\u3067\u306b70\u7c73\u30c9\u30eb\/kWh\u3092\u76ee\u6a19\u3068\u3057\u3066\u304a\u308a\u3001\u5782\u76f4\u7d71\u5408\u578bOEM\u304c\u4eab\u53d7\u3067\u304d\u308b\u81ea\u793e\u4f9b\u7d66\u306e\u512a\u4f4d\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5927\u578b\u30c8\u30e9\u30c3\u30af\u306e\u6025\u901f\u306a\u96fb\u52d5\u5316\u7fa9\u52d9\u5316: \u4e2d\u56fd\u3001EU\u3001\u7c73\u56fd\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5f0f\u30c8\u30e9\u30c3\u30af\u3092\u4e3b\u6d41\u8ca9\u58f2\u306b\u62bc\u3057\u4e0a\u3052\u308b\u305f\u3081\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3092\u8abf\u6574\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306f2030\u5e74\u307e\u3067\u306b\u4e3b\u8981\u90fd\u5e02\u306750%\u306e\u30bc\u30ed\u30a8\u30df\u30c3\u30b7\u30e7\u30f3\u5927\u578b\u30c8\u30e9\u30c3\u30af\u767b\u9332\u3092\u7fa9\u52d9\u4ed8\u3051\u3001EU\u306f2040\u5e74\u307e\u3067\u306b90%\u306e\u6392\u51fa\u91cf\u524a\u6e1b\u3092\u76ee\u6a19\u3068\u3057\u3001\u7c73\u56fd\u74b0\u5883\u4fdd\u8b77\u5e81\uff08EPA\uff09\u306f2032\u5e74\u307e\u3067\u306b\u30af\u30e9\u30b98\u30d0\u30c3\u30c6\u30ea\u30fc\u5f0f\u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u8ca9\u58f2\u309240%\u3068\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u5404\u30c8\u30e9\u30af\u30bf\u30fc\u306f\u6700\u5927400kWh\u3092\u5fc5\u8981\u3068\u3057\u3001\u4e57\u7528\u8eca\u306e\u5e73\u5747\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308b\u30bb\u30eb\u9700\u8981\u3092\u5897\u5e45\u3055\u305b\u307e\u3059\u3002<br \/>\n*   OEM\u306e\u5782\u76f4\u7d71\u5408\u306b\u3088\u308b\u81ea\u793e\u30bb\u30eb\u9700\u8981\u306e\u4fc3\u9032: BYD\u306eFinDreams\u306f2024\u5e74\u306b300\u4e07\u53f0\u306e\u8eca\u4e21\u306b\u5168\u3066\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u4f9b\u7d66\u3057\u3001\u30c6\u30ad\u30b5\u30b9\u5dde\u306e\u30c6\u30b9\u30e9\u5de5\u5834\u306f2026\u5e74\u307e\u3067\u306b100GWh\u306e\u751f\u7523\u898f\u6a21\u3092\u76ee\u6307\u3057\u3001\u5409\u5229\u6c7d\u8eca\u306eZeekr\u306fGolden Brick LFP\u30d1\u30c3\u30af\u3092\u5c0e\u5165\u3059\u308b\u306a\u3069\u3001\u3044\u305a\u308c\u3082\u81ea\u793e\u30bb\u30eb\u6226\u7565\u3078\u306e\u8ee2\u63db\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u52d5\u304d\u306f\u3001\u53d7\u8a17\u88fd\u9020\u696d\u8005\u306e\u8cfc\u5165\u91cf\u3092\u4fb5\u98df\u3057\u3001\u4ea4\u6e09\u4fa1\u683c\u30921\u6841\u53f0\u306e\u5229\u76ca\u7387\u306b\u5727\u7e2e\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306e\u30aa\u30f3\u30b7\u30e7\u30a2\u5316\u3092\u5de1\u308b\u5730\u653f\u5b66\u7684\u7af6\u4e89: \u7c73\u56fd\u306e\u30a4\u30f3\u30d5\u30ec\u524a\u6e1b\u6cd5\uff08IRA\uff09\u306f35\u7c73\u30c9\u30eb\/kWh\u306e\u30bb\u30eb\u751f\u7523\u30af\u30ec\u30b8\u30c3\u30c8\u3092\u63d0\u4f9b\u3057\u3001EU\u30d0\u30c3\u30c6\u30ea\u30fc\u5171\u540c\u4e8b\u696d\u306f12\u306e\u30b5\u30a4\u30c8\u306b\u5171\u540c\u51fa\u8cc7\u3057\u3001\u30a4\u30f3\u30c9\u306e\u751f\u7523\u9023\u52d5\u578b\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\uff08PLI\uff09\u306f40GWh\u306e\u65b0\u898f\u751f\u7523\u80fd\u529b\u3092\u88dc\u52a9\u3057\u3066\u3044\u307e\u3059\u3002\u73fe\u5730\u5316\u306f\u8f38\u9001\u30b3\u30b9\u30c8\u3068\u95a2\u7a0e\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u3001\u65b0\u305f\u306a\u30c8\u30ec\u30fc\u30b5\u30d3\u30ea\u30c6\u30a3\u898f\u5247\u3078\u306e\u6e96\u62e0\u3092\u6539\u5584\u3057\u307e\u3059\u3002<\/p>\n<p>\u6291\u5236\u8981\u56e0<\/p>\n<p>*   \u539f\u6750\u6599\u4fa1\u683c\u306e\u5909\u52d5: 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\/>\n*   \u5168\u56fa\u4f53\u96fb\u6c60\u304a\u3088\u3073\u30ca\u30c8\u30ea\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u306e\u5546\u696d\u5316\u30ea\u30b9\u30af: 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\/>\n    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\/>\n    \u30d1\u30a6\u30c1\u578b\u30bb\u30eb\u306f17%\u306e\u30b7\u30a7\u30a2\u3067\u3059\u304c\u3001BMW\u306eNeue 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\/>\n    BEV\u5c02\u7528\u30bb\u30eb\u306e\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u5e02\u5834\u30b7\u30a7\u30a2\u306f2024\u5e74\u306b72.3%\u306b\u9054\u3057\u30012030\u5e74\u307e\u3067\u306b80%\u8fd1\u304f\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u5c02\u7528\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u53ce\u76ca\u30d7\u30fc\u30eb\u304c\u7e2e\u5c0f\u3059\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\u5c02\u7528BEV\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u8cfc\u5165\u7d4c\u6e08\u6027\u3092\u5411\u4e0a\u3055\u305b\u3001\u30c6\u30b9\u30e9\u306e\u7d71\u4e00\u3055\u308c\u305f\u30bb\u30eb\u767a\u6ce8\u306f\u30012024\u5e74\u306b\u591a\u63a8\u9032\u65b9\u5f0f\u306e\u7af6\u5408\u4ed6\u793e\u3088\u308a\u308215%\u4f4e\u3044\u4fa1\u683c\u3092\u3082\u305f\u3089\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: \u4e8c\u8f2a\u8eca\u306e\u52e2\u3044<br \/>\n    \u4e57\u7528\u8eca\u306f2024\u5e74\u306e\u8ca9\u58f2\u91cf\u306e70.8%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca\u306f32.3%\u306eCAGR\u3067\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u304a\u308a\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\u7528\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u5e02\u5834\u306e\u4e3b\u8981\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002Ola Electric\u306e\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306f\u3001\u4ea4\u63db\u53ef\u80fd\u306aLFP\u30d1\u30c3\u30af\u304c\u5bb6\u5ead\u3067\u306e\u5145\u96fb\u969c\u58c1\u3092\u53d6\u308a\u9664\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3053\u3068\u3092\u8a3c\u660e\u3057\u3001\u30a4\u30f3\u30c9\u30cd\u30b7\u30a2\u306e\u540c\u69d8\u306e\u5c55\u958b\u306f\u5e74\u95931,500\u4e07\u53f0\u306e\u30aa\u30fc\u30c8\u30d0\u30a4\u8ca9\u58f2\u3092\u76ee\u6a19\u3068\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n    e\u30b3\u30de\u30fc\u30b9\u7269\u6d41\u306e\u305f\u3081\u306b\u96fb\u52d5\u5316\u304c\u9032\u3080\u5c0f\u578b\u5546\u7528\u8eca\u306f\u3001Amazon\u306e\u3088\u3046\u306a\u4e8b\u696d\u8005\u304c\u5927\u5bb9\u91cf\u30d0\u30f3\u306e\u6ce8\u6587\u3092\u78ba\u5b9a\u3057\u3066\u3044\u308b\u305f\u3081\u300119%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u578b\u304a\u3088\u3073\u5927\u578b\u30c8\u30e9\u30c3\u30af\u306f\u30012024\u5e74\u306e\u30bb\u30eb\u9700\u8981\u306e\u308f\u305a\u304b6%\u306b\u904e\u304e\u307e\u305b\u3093\u304c\u3001\u4e2d\u56fd\u306e50%\u30bc\u30ed\u30a8\u30df\u30c3\u30b7\u30e7\u30f3\u898f\u5247\u3068EU\u306e90%CO\u2082\u524a\u6e1b\u304c\u30d5\u30ea\u30fc\u30c8\u8abf\u9054\u30b5\u30a4\u30af\u30eb\u306b\u7d44\u307f\u8fbc\u307e\u308c\u308b\u3068\u3001\u5927\u5e45\u306b\u5897\u52a0\u3059\u308b\u3067\u3057\u3087\u3046\u3002\u5730\u57df\u56fa\u6709\u306e\u5316\u5b66\u5206\u5272\u306f\u4f9d\u7136\u3068\u3057\u3066\u5b58\u5728\u3057\u3001LFP\u306f\u30d0\u30b9\u3084\u4e8c\u8f2a\u8eca\u3092\u652f\u914d\u3057\u3001NMC\u306f\u30d7\u30ec\u30df\u30a2\u30e0\u30bb\u30c0\u30f3\u3092\u4fdd\u6301\u3057\u3001\u65b0\u8208\u306e\u30ca\u30c8\u30ea\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u306f10\u5e74\u5f8c\u534a\u307e\u3067\u306b\u90fd\u5e02\u5185\u914d\u9001\u30d0\u30a4\u30af\u3092\u7372\u5f97\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>* 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2024\u5e74\u306b\u306f\u96fb\u6c17\u81ea\u52d5\u8eca\u7528\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u5e02\u5834\u306e50.9%\u3092\u5360\u3081\u3001\u4e2d\u56fd\u306e550GWh\u306e\u8a2d\u5099\u5bb9\u91cf\u306f\u6b27\u5dde\u3068\u5317\u7c73\u3092\u5408\u308f\u305b\u305f\u3082\u306e\u3092\u51cc\u99d5\u3057\u3066\u3044\u307e\u3059\u3002\u30a4\u30f3\u30c9\u306ePLI\u652f\u63f4\u5de5\u5834\u3068\u6771\u5357\u30a2\u30b8\u30a2\u306e\u4e8c\u8f2a\u8eca\u30d6\u30fc\u30e0\u304c\u30bb\u30eb\u9700\u8981\u3092\u9ad8\u3081\u308b\u305f\u3081\u30012030\u5e74\u307e\u306722.4%\u306e\u5730\u57dfCAGR\u304c\u6301\u7d9a\u3057\u307e\u3059\u3002\u4e16\u754c\u306e\u30ea\u30c1\u30a6\u30e0\u7cbe\u88fd\u91cf\u306e70%\u3092\u30ab\u30d0\u30fc\u3059\u308b\u4e2d\u56fd\u306e\u5782\u76f4\u7d71\u5408\u578b\u30c1\u30a7\u30fc\u30f3\u306f\u3001\u8f38\u5165\u4f9d\u5b58\u306e\u7af6\u5408\u4ed6\u793e\u3068\u6bd4\u8f03\u3057\u306615\uff5e20%\u306e\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73: IRA\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304c21%\u306eCAGR\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002\u767a\u8868\u3055\u308c\u305f\u7c73\u56fd\u306e\u751f\u7523\u80fd\u529b\u306f2024\u5e74\u306b80GWh\u306b\u9054\u3057\u3001\u30c6\u30b9\u30e9\u3001GM-LG\u3001\u30d5\u30a9\u30fc\u30c9-SK\u3001\u30d1\u30ca\u30bd\u30cb\u30c3\u30af\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c2025\uff5e2027\u5e74\u306e\u7a3c\u50cd\u3092\u4e88\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u56fd\u5185\u8abf\u9054\u8981\u4ef6\u306f\u4f9b\u7d66\u5951\u7d04\u3092\u518d\u69cb\u7bc9\u3057\u3001\u30a2\u30b8\u30a2\u306e\u5927\u624b\u4f01\u696d\u304c\u30af\u30ec\u30b8\u30c3\u30c8\u3092\u7372\u5f97\u3059\u308b\u305f\u3081\u306b\u73fe\u5730\u3067\u6280\u8853\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u4f9b\u4e0e\u3059\u308b\u3053\u3068\u3092\u5968\u52b1\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6b27\u5dde: EU\u30d0\u30c3\u30c6\u30ea\u30fc\u898f\u5236\u306832\u5104\u30e6\u30fc\u30ed\u306e\u5171\u540c\u4e8b\u696d\u5171\u540c\u8cc7\u91d1\u63d0\u4f9b\u3092\u80cc\u666f\u306b\u300120%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u304a\u308a\u30012024\u5e74\u306b\u306f\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u304c700GWh\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002Northvolt\u3001ACC\u3001CATL\u306e\u30cf\u30f3\u30ac\u30ea\u30fc\u5de5\u5834\u306f\u3001\u4e2d\u56fd\u306e\u8f38\u51fa\u30de\u30fc\u30b8\u30f3\u3092\u4fb5\u98df\u3059\u308b\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u306e\u3042\u308b\u5927\u9678\u5185\u8abf\u9054\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5357\u7c73\u304a\u3088\u3073\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab: 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Energy Solution\u3001Panasonic Energy\u3001Samsung SDI\u304c2024\u5e74\u306e\u751f\u7523\u91cf\u306e68%\u3092\u4f9b\u7d66\u3057\u307e\u3057\u305f\u304c\u3001\u30c6\u30b9\u30e9\u3001\u5409\u5229\u6c7d\u8eca\u3001BYD\u306a\u3069\u306e\u5782\u76f4\u7d71\u5408\u578bOEM\u53c2\u5165\u4f01\u696d\u306f\u3001\u7b2c\u4e09\u8005\u30d9\u30f3\u30c0\u30fc\u3092\u307e\u3059\u307e\u3059\u7f6e\u304d\u63db\u3048\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306e\u30ea\u30fc\u30c0\u30fc\u4f01\u696d\u306f\u3001\u81ea\u793e\u30ab\u30bd\u30fc\u30c9\u304a\u3088\u3073\u30a2\u30ce\u30fc\u30c9\u51e6\u7406\u3092\u901a\u3058\u306615\uff5e20%\u306e\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u3092\u6709\u3057\u3066\u304a\u308a\u3001\u6b27\u7c73\u306e\u30bb\u30eb\u30e1\u30fc\u30ab\u30fc\u306f\u4f4e\u70ad\u7d20\u8a8d\u8a3c\u3068\u7279\u8a31\u53d6\u5f97\u6e08\u307f\u306e\u6025\u901f\u5145\u96fb\u5f62\u5f0f\u3067\u5dee\u5225\u5316\u3092\u56f3\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6226\u7565\u7684\u306a\u52d5\u304d\u306f\u3001800V\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u30b3\u30d0\u30eb\u30c8\u30d5\u30ea\u30fc\u30ab\u30bd\u30fc\u30c9\u3001\u30ea\u30c1\u30a6\u30e0\u3068\u30cb\u30c3\u30b1\u30eb\u309280\uff5e90%\u306e\u52b9\u7387\u3067\u56de\u53ce\u3059\u308b\u30ea\u30b5\u30a4\u30af\u30eb\u30eb\u30fc\u30d7\u306b\u96c6\u4e2d\u3057\u3066\u3044\u307e\u3059\u3002Redwood Materials\u306e\u30cd\u30d0\u30c0\u5de5\u5834\u306f2024\u5e74\u306b\u672c\u683c\u7a3c\u50cd\u3057\u3001\u30d1\u30ca\u30bd\u30cb\u30c3\u30af\u306e\u30ab\u30f3\u30b6\u30b9\u5de5\u5834\u306b100GWh\u306e\u30ab\u30bd\u30fc\u30c9\u524d\u99c6\u4f53\u3092\u4f9b\u7d66\u3057\u3001\u6700\u592730%\u306e\u6750\u6599\u30b3\u30b9\u30c8\u524a\u6e1b\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u8a31\u6d3b\u52d5\u306f\u6b21\u306e\u79fb\u884c\u3092\u652f\u3048\u3066\u304a\u308a\u3001\u30c8\u30e8\u30bf\u3001Samsung SDI\u3001QuantumScape\u304c2024\u5e74\u306e\u5168\u56fa\u4f53\u30bb\u30d1\u30ec\u30fc\u30bf\u30fc\u95a2\u9023\u306e\u7279\u8a31\u51fa\u9858\u306e60%\u3092\u5360\u3081\u307e\u3057\u305f\u3002<\/p>\n<p>\u5229\u76ca\u7387\u306f\u4e8c\u6975\u5316\u3057\u3066\u3044\u307e\u3059\u3002BYD\u3068\u30c6\u30b9\u30e9\u306f\u30d1\u30c3\u30af\u304b\u3089\u8eca\u4e21\u3078\u306e\u7d71\u5408\u306b\u3088\u308a25\uff5e30%\u306e\u7c97\u5229\u76ca\u7387\u3092\u8a08\u4e0a\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u72ec\u7acb\u7cfb\u30bb\u30eb\u30e1\u30fc\u30ab\u30fc\u306f\u5951\u7d04\u91cf\u304c\u7d30\u5206\u5316\u3055\u308c\u308b\u306b\u3064\u308c\u306610%\u672a\u6e80\u306b\u4f4e\u4e0b\u3057\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u306e\u6311\u6226\u8005\u306f\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u3092\u5229\u7528\u3057\u305f\u5de5\u5834\u3092\u6d3b\u7528\u3057\u3066ESG\u306b\u654f\u611f\u306a\u6ce8\u6587\u3092\u7372\u5f97\u3057\u3066\u304a\u308a\u3001Northvolt\u306f\u30ab\u30fc\u30dc\u30f3\u30cb\u30e5\u30fc\u30c8\u30e9\u30eb\u306a\u30bb\u30eb\u3092\u4fdd\u8a3c\u3059\u308b\u3053\u3068\u3067150\u5104\u7c73\u30c9\u30eb\u306e\u9867\u5ba2\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u78ba\u4fdd\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u4e3b\u8981\u4f01\u696d<\/p>\n<p>*   \u30d1\u30ca\u30bd\u30cb\u30c3\u30af\u682a\u5f0f\u4f1a\u793e<br \/>\n*   Samsung SDI Co., Ltd.<br \/>\n*   Contemporary Amperex Technology Co. Ltd (CATL)<br \/>\n*   \u5929\u6d25\u529b\u795e\u96fb\u6c60\u80a1\u4efd\u6709\u9650\u516c\u53f8<br \/>\n*   LG Energy Solution Ltd.<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2024\u5e7410\u6708: CATL\u306f\u3001\u30cf\u30f3\u30ac\u30ea\u30fc\u5de5\u5834\u30922027\u5e74\u307e\u3067\u306b100GWh\u306b\u62e1\u5f35\u3059\u308b\u305f\u3081\u300114\u5104\u7c73\u30c9\u30eb\u3092\u6295\u8cc7\u3059\u308b\u3053\u3068\u3092\u8868\u660e\u3057\u3001\u30e1\u30eb\u30bb\u30c7\u30b9\u30fb\u30d9\u30f3\u30c4\u3068BMW\u3078\u306e\u4f9b\u7d66\u3092\u5f37\u5316\u3057\u307e\u3059\u3002<br \/>\n*   2024\u5e749\u6708: Northvolt\u306f\u3001GM\u3068\u30d5\u30a9\u30eb\u30af\u30b9\u30ef\u30fc\u30b2\u30f3\u306b\u4f9b\u7d66\u3059\u308b\u30b1\u30d9\u30c3\u30af\u5dde\u306e60GWh\u65bd\u8a2d\u306b\u5bfe\u3057\u3001\u7c73\u56fd\u30a8\u30cd\u30eb\u30ae\u30fc\u7701\u304b\u308950\u5104\u7c73\u30c9\u30eb\u306e\u878d\u8cc7\u4fdd\u8a3c\u3092\u7372\u5f97\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e748\u6708: BYD\u306eFinDreams\u306f\u30012026\u5e74\u304b\u3089\u5e74\u959345GWh\u306eLFP\u30bb\u30eb\u3092\u30d5\u30a9\u30fc\u30c9\u306b\u4f9b\u7d66\u3059\u308b\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3001\u30d5\u30a9\u30fc\u30c9\u306b\u3068\u3063\u3066\u521d\u306e\u4e2d\u56fd\u304b\u3089\u306e\u4f9b\u7d66\u5951\u7d04\u3068\u306a\u308a\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e747\u6708: Samsung 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