Next-Generation Batteries Set for Growth in EVs and Grid Storage下一代电池将在电动汽车和电网储能领域加速增长

01The Story新闻事实

IndexBox projects the global next-generation batteries market to grow at an 18.5% compound annual rate from 2026 to 2035, reaching approximately $85 billion. Demand is expected to come from electric vehicles seeking higher energy density and safety, and from utilities deploying long-duration storage for renewable integration. Asia-Pacific, led by China, Japan and South Korea, is expected to account for more than 55% of global demand.IndexBox预计，全球下一代电池市场将在2026年至2035年以18.5%的复合年增长率增长，到2035年规模约达850亿美元。需求主要来自寻求更高能量密度和安全性的电动汽车，以及为整合可再生能源而部署长时储能的公用事业。预计亚太地区将在中国、日本和韩国带动下，占全球需求的55%以上。

• The market is projected to grow at a compound annual rate of 18.5% from 2026 to 2035.预计该市场在2026年至2035年的复合年增长率为18.5%。
• Market value is expected to rise from approximately $15 billion in 2025 to $85 billion by 2035.市场规模预计将从2025年的约150亿美元增至2035年的850亿美元。
• The market index is forecast to reach 480 by 2035, with 2025 set at 100.预计市场指数将在2035年达到480，以2025年为100。
• Asia-Pacific is expected to account for more than 55% of global demand, led by China, Japan and South Korea.预计亚太地区将占全球需求的55%以上，中国、日本和韩国将发挥带动作用。
• Automotive applications are estimated to represent 45% of demand, while electric power utilities account for an estimated 25%.汽车应用预计占需求的45%，电力公用事业预计占25%。
• Solid-state, sodium-ion, iron-based and other novel chemistries face manufacturing, critical-mineral and testing-standard challenges.固态、钠离子、铁基及其他新型化学体系仍面临制造扩产、关键矿产供应和测试标准方面的挑战。

The next-generation battery market is developing along two complementary tracks: high-energy-density batteries for electric mobility and lower-cost, long-duration systems for renewable-powered grids.下一代电池市场正沿两条互补路径发展：一条是面向电动交通的高能量密度电池，另一条是面向可再生能源电网的低成本长时储能系统。

023 Dimensions维度分析

03Timeline时间线

1. 2025 The market is valued at approximately $15 billion and the market index is set at 100.市场规模约为150亿美元，市场指数设为100。
2. 2026 The forecast period begins as the market enters a phase of accelerated commercial deployment.预测期开始，市场进入商业化部署加速阶段。
3. 2035 The market is projected to reach approximately $85 billion and an index level of 480.预计市场规模将达到约850亿美元，市场指数达到480。

Key takeaway核心结论

Next-generation batteries are expected to expand through both electric-vehicle adoption and renewable-grid storage, but commercialization, supply-chain and standardization risks remain material.下一代电池预计将受电动汽车普及和可再生能源电网储能的双重推动而扩张，但商业化、供应链和标准化风险仍然重要。

04What to Watch后续关注

1. Whether solid-state batteries achieve the expected commercialization timeline and production scale.固态电池能否按预期实现商业化并扩大生产规模。
2. The pace of sodium-ion, iron-based and other long-duration storage deployments by utilities.公用事业部署钠离子、铁基及其他长时储能技术的速度。
3. Progress in manufacturing scale-up, testing standards and certification for novel chemistries.新型电池化学体系在制造扩产、测试标准和认证方面的进展。
4. Changes in critical-mineral prices and geopolitical conditions affecting battery supply chains.关键矿产价格及影响电池供应链的地缘政治环境变化。

05Uncertainties不确定因素

• The source provides regional leadership statements but no separate market figures for Japan or South Korea.来源提到地区领先国家，但未提供日本或韩国的单独市场数据。
• The forecast depends on continued technological breakthroughs, gradual cost reductions and supportive regulatory frameworks.预测依赖于技术持续突破、成本逐步下降以及监管框架保持支持。
• The source does not specify how much of the projected growth will come from each battery chemistry.来源未说明预计增长中各类电池化学体系分别贡献多少。

06Sources信息来源

1. Next Generation Batteries Market Forecast to 2035: Growth Driven by EV and Stationary Storage Demand - News and Statistics - IndexBoxNext Generation Batteries Market Forecast to 2035: Growth Driven by EV and Stationary Storage Demand - News and Statistics - IndexBox IndexBox · 2026-10-05

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