Summary

KEY FINDINGS
The North America electric vehicle battery market size is valued at $11.72 billion as of 2025 and is expected to reach $27.60 billion by 2032, progressing with a CAGR of 13.02% during the forecast years, 2025-2032.

MARKET INSIGHTS
North America's electric vehicle battery market stands at a pivotal moment as automakers accelerate production targets and government policies drive unprecedented demand. The region accounted for over ten percent of global EV sales, fueled by aggressive federal and state-level incentives that lower upfront costs for consumers.
Meanwhile, supply chain localization efforts are reshaping the manufacturing landscape. Battery producers are investing billions in domestic gigafactories to reduce reliance on overseas suppliers. Additionally, advancements in lithium-ion chemistry continue to improve energy density and charging speeds. These factors collectively position North America as a critical growth engine for the global battery ecosystem through 2032.

REGIONAL ANALYSIS
The North America electric vehicle battery market growth assessment includes the analysis of the United States and Canada.
The United States dominates regional battery demand, driven by robust EV adoption and substantial manufacturing investments. Over 6.7 million plug-in electric vehicles have been sold nationwide since 2010, creating massive replacement and upgrade opportunities. Federal incentives remain central to market expansion. Tax credits up to $7,500 make EVs more accessible to mainstream buyers, particularly in states like California, where additional rebates stack on top. Infrastructure development also accelerates growth. More than 204,900 public charging ports operate across over 72,000 station locations, easing range anxiety concerns that previously deterred purchases.
Battery manufacturing capacity surges as producers respond to surging demand. LG Energy Solution launched a $5.5 billion complex in Arizona producing both cylindrical EV batteries and lithium iron phosphate batteries, marking one of North America's largest single battery investments. Similarly, joint ventures between automakers and battery makers proliferate across Michigan, Ohio, and Tennessee.
These facilities integrate advanced automation and smart factory systems to maximize yield while reducing production costs. Furthermore, the Inflation Reduction Act provides substantial incentives for domestic content requirements, encouraging vertical integration throughout the supply chain. Consequently, the United States positions itself as a self-sufficient battery production hub rather than depending on imports.
Canada demonstrates strong EV adoption momentum despite its smaller market size compared to its southern neighbor. Over 264,000 zero-emission vehicles were sold across Canada in 2024, representing nearly fifteen percent of new vehicle registrations. Provincial policies play an outsized role in driving sales concentration. Quebec alone accounted for over half of all Canadian ZEV purchases, primarily due to generous rebate programs offering up to $7,000 in provincial incentives stacked with $5,000 federal incentives.
British Columbia and Ontario also show strong adoption rates supported by comprehensive charging infrastructure buildouts. However, challenges persist in colder climates where battery performance degrades during harsh winters. Nevertheless, Canada's commitment to reaching 100% zero-emission vehicle sales by 2035 ensures sustained market growth throughout the forecast period.

SEGMENTATION ANALYSIS
The North America electric vehicle battery market is segmented into battery type, vehicle type, charging type, end-user, lifecycle stage, voltage range, application, and sales channel. The battery type segment is further categorized into lithium-ion battery (lithium nickel manganese cobalt oxide, lithium iron phosphate, lithium nickel cobalt aluminum oxide, lithium manganese oxide, lithium titanate), solid-state battery, nickel-metal hydride battery, and other battery types.
Lithium-ion batteries dominate the market due to their superior energy density and declining costs. These batteries power the vast majority of electric vehicles sold today across all vehicle categories. Within lithium-ion chemistries, nickel manganese cobalt (NMC) formulations lead in premium and long-range applications. Automakers favor NMC for its balanced performance across energy density, longevity, and thermal stability.
However, lithium iron phosphate (LFP) chemistry gains significant traction for mass-market models. LFP offers lower material costs since it eliminates expensive cobalt while providing excellent thermal stability and safety characteristics. Consequently, manufacturers increasingly adopt LFP for entry-level and standard-range vehicles where cost competitiveness matters most.
Additionally, LFP batteries demonstrate longer cycle life, making them attractive for fleet applications and second-life energy storage systems. This chemistry shift reflects broader industry efforts to balance performance requirements against affordability constraints while maintaining safety standards.
Lithium-ion technology continues evolving rapidly as manufacturers pursue higher performance at lower costs. Energy density improvements enable automakers to extend vehicle range without increasing battery pack size or weight. Meanwhile, fast-charging capabilities advance significantly, with newer cells supporting ultra-fast charging that delivers 200 miles of range in under 20 minutes. Battery management systems also become more sophisticated, optimizing cell balancing and thermal regulation to maximize lifespan.
Moreover, raw material innovations reduce dependence on scarce minerals like cobalt through high-nickel cathodes and alternative chemistries. Manufacturing scale drives economies that make lithium-ion batteries increasingly competitive with internal combustion powertrains. These ongoing advancements ensure lithium-ion remains the dominant battery technology for electric vehicles throughout the forecast period, despite emerging solid-state alternatives still years away from mass production.

COMPETITIVE INSIGHTS
Some of the top players operating in the North America electric vehicle battery market include LG Energy Solution (LG Ensol), Panasonic, Samsung SDI, CATL, etc.
LG Energy Solution stands as a dominant force in North America's battery manufacturing landscape. Headquartered in Seoul, South Korea, the company operates as a leading global lithium-ion battery manufacturer serving electric vehicles, energy storage systems, and consumer electronics markets. With over 30 years of experience in battery technology and more than 80,000 patents, LG Energy Solution holds the world's largest portfolio of battery-related intellectual property.
The company's North American footprint includes eight manufacturing facilities, either operational or under construction. Its Arizona complex represents a $5.5 billion investment producing cylindrical EV batteries and LFP pouch-type batteries for both automotive and stationary storage applications. Additionally, LG Energy Solution operates extensive joint venture partnerships with major automakers, including General Motors, Honda, Hyundai, and Toyota.
Moreover, the company supplies battery modules at 20GWh annual capacity to Toyota starting from 2025, manufactured at its Michigan facility using advanced high-nickel NCMA chemistry. These strategic partnerships enable LG Energy Solution to supply all top five global automakers while maintaining technological leadership through continuous innovation in battery chemistry, manufacturing processes, and smart factory automation systems.

COMPANY PROFILES
1. A123 SYSTEMS
2. BYD
3. CALB
4. CATL
5. ENVISION AESC
6. GS YUASA
7. LG ENERGY SOLUTION
8. LITHIUM ENERGY JAPAN
9. NORTHVOLT AB
10. PANASONIC
11. PRIME PLANET ENERGY SOLUTIONS
12. SAMSUNG SDI
13. SK INNOVATION
14. TOSHIBA CORPORATION
15. ULTIUM CELLS LLC
16. VEHICLE ENERGY JAPAN CO LTD

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Table of Contents

TABLE OF CONTENTS 1. RESEARCH SCOPE & METHODOLOGY 1.1. STUDY OBJECTIVES 1.2. METHODOLOGY 1.3. ASSUMPTIONS & LIMITATIONS 2. EXECUTIVE SUMMARY 2.1. MARKET SIZE & FORECAST 2.2. MARKET OVERVIEW 2.3. SCOPE OF STUDY 2.4. CRISIS SCENARIO ANALYSIS 2.5. MAJOR MARKET FINDINGS 2.5.1. THE ELECTRIC VEHICLE BATTERY MARKET IS EXPANDING RAPIDLY AS AUTOMAKERS ACCELERATE ELECTRIFICATION TARGETS AND SCALE EV PRODUCTION WORLDWIDE 2.5.2. LITHIUM-ION BATTERIES CONTINUE TO DOMINATE MARKET SHARE DUE TO HIGH ENERGY DENSITY, LONG CYCLE LIFE, AND IMPROVING COST EFFICIENCY 2.5.3. SUPPLY CHAIN VOLATILITY AND CRITICAL MINERAL SHORTAGES ARE DRIVING OEMS TO PURSUE VERTICAL INTEGRATION AND LONG-TERM MATERIALS PARTNERSHIPS 3. MARKET DYNAMICS 3.1. KEY DRIVERS 3.1.1. GOVERNMENT INCENTIVES AND STRINGENT EMISSION REGULATIONS ARE ACCELERATING ELECTRIC VEHICLE ADOPTION 3.1.2. ADVANCEMENTS IN BATTERY CHEMISTRY AND SMART BATTERY MANAGEMENT SYSTEMS ARE IMPROVING RANGE, SAFETY, AND TIME-TO-CHARGE 3.1.3. EXPANDING INVESTMENTS IN GIGAFACTORIES AND SUPPLY CHAIN LOCALIZATION ARE BOOSTING PRODUCTION CAPACITY 3.1.4. GROWING DEMAND FOR ENERGY STORAGE SOLUTIONS IS INCREASING SYNERGISTIC APPLICATIONS FOR EV BATTERY TECHNOLOGIES 3.2. KEY RESTRAINTS 3.2.1. HIGH BATTERY PRODUCTION COSTS AND DEPENDENCE ON EXPENSIVE RAW MATERIALS LIMIT AFFORDABILITY 3.2.2. SAFETY CONCERNS RELATED TO THERMAL RUNAWAY AND BATTERY FIRES CREATE CHALLENGES FOR MASS-MARKET ACCEPTANCE 3.2.3. RECYCLING INFRASTRUCTURE REMAINS UNDERDEVELOPED, RESTRICTING THE CIRCULAR ECONOMY POTENTIAL FOR BATTERY MATERIALS 3.2.4. GEOPOLITICAL RISKS AND TRADE BARRIERS AFFECT THE STABILITY OF CRITICAL MINERAL SUPPLY CHAINS 4. KEY ANALYTICS 4.1. KEY MARKET TRENDS 4.1.1. SOLID-STATE BATTERIES ARE EMERGING AS A LONG-TERM TECHNOLOGICAL SHIFT PROMISING HIGHER SAFETY AND ENERGY DENSITY 4.1.2. LFP CHEMISTRY IS GAINING MOMENTUM FOR MASS-MARKET EV MODELS DUE TO LOWER COST AND IMPROVED THERMAL STABILITY 4.1.3. BATTERY SWAPPING SOLUTIONS ARE REGAINING INDUSTRY INTEREST FOR COMMERCIAL FLEETS AND URBAN MOBILITY USE CASES 4.1.4. SECOND-LIFE BATTERY APPLICATIONS IN GRID STORAGE ARE CREATING NEW VALUE STREAMS FOR END-OF-LIFE EV BATTERIES 4.2. PORTER’S FIVE FORCES ANALYSIS 4.2.1. BUYERS POWER 4.2.2. SUPPLIERS POWER 4.2.3. SUBSTITUTION 4.2.4. NEW ENTRANTS 4.2.5. INDUSTRY RIVALRY 4.3. GROWTH PROSPECT MAPPING 4.3.1. GROWTH PROSPECT MAPPING FOR NORTH AMERICA 4.4. MARKET MATURITY ANALYSIS 4.5. MARKET CONCENTRATION ANALYSIS 4.6. VALUE CHAIN ANALYSIS 4.6.1. RAW MATERIAL MINING 4.6.2. CATHODE PRODUCTION 4.6.3. ANODE PRODUCTION 4.6.4. CELL MANUFACTURING 4.6.5. PACK ASSEMBLY 4.6.6. EV INTEGRATION 4.6.7. RECYCLING OPERATIONS 4.7. KEY BUYING CRITERIA 4.7.1. ENERGY DENSITY 4.7.2. CHARGING SPEED 4.7.3. SAFETY PERFORMANCE 4.7.4. BATTERY LIFESPAN 4.8. REGULATORY FRAMEWORK 5. ELECTRIC VEHICLE BATTERY MARKET BY BATTERY TYPE 5.1. LITHIUM-ION BATTERY 5.1.1. LITHIUM NICKEL MANGANESE COBALT OXIDE (NMC) 5.1.2. LITHIUM IRON PHOSPHATE (LFP) 5.1.3. LITHIUM NICKEL COBALT ALUMINUM OXIDE (NCA) 5.1.4. LITHIUM MANGANESE OXIDE (LMO) 5.1.5. LITHIUM TITANATE (LTO) 5.2. SOLID-STATE BATTERY 5.3. NICKEL-METAL HYDRIDE BATTERY 5.4. OTHER BATTERY TYPES 6. ELECTRIC VEHICLE BATTERY MARKET BY VEHICLE TYPE 6.1. BATTERY ELECTRIC VEHICLES (BEVS) 6.2. PLUG-IN HYBRID ELECTRIC VEHICLES (PHEVS) 6.3. HYBRID ELECTRIC VEHICLES (HEVS) 6.4. FUEL CELL ELECTRIC VEHICLES 7. ELECTRIC VEHICLE BATTERY MARKET BY CHARGING TYPE 7.1. SLOW/NORMAL CHARGING 7.2. FAST CHARGING 7.3. ULTRA-FAST CHARGING 8. ELECTRIC VEHICLE BATTERY MARKET BY END-USER 8.1. AUTOMOTIVE OEMS 8.2. FLEET OPERATORS 8.3. PRIVATE/INDIVIDUAL USERS 8.4. SHARED MOBILITY PROVIDERS 9. ELECTRIC VEHICLE BATTERY MARKET BY LIFECYCLE STAGE 9.1. NEW BATTERY SALES 9.2. SECOND-LIFE BATTERY MARKET 9.3. BATTERY RECYCLING 10. ELECTRIC VEHICLE BATTERY MARKET BY VOLTAGE RANGE 10.1. LOW VOLTAGE (<400V) 10.2. HIGH VOLTAGE (400-800V) 10.3. ULTRA-HIGH VOLTAGE (>800V) 11. ELECTRIC VEHICLE BATTERY MARKET BY APPLICATION 11.1. PASSENGER CARS 11.2. COMMERCIAL VEHICLES 11.2.1. LIGHT COMMERCIAL VEHICLES 11.2.2. HEAVY COMMERCIAL VEHICLES 11.3. TWO-WHEELERS 11.4. THREE-WHEELERS 11.5. BUSES 11.6. OFF-HIGHWAY/INDUSTRIAL EVS 12. ELECTRIC VEHICLE BATTERY MARKET BY SALES CHANNEL 12.1. OEM (ORIGINAL EQUIPMENT MANUFACTURER) 12.2. AFTERMARKET / REPLACEMENT 13. GEOGRAPHICAL ANALYSIS 13.1. NORTH AMERICA 13.1.1. MARKET SIZE & ESTIMATES 13.1.2. NORTH AMERICA MARKET DRIVERS 13.1.3. NORTH AMERICA MARKET CHALLENGES 13.1.4. KEY PLAYERS IN NORTH AMERICA ELECTRIC VEHICLE BATTERY MARKET 13.1.5. COUNTRY ANALYSIS 13.1.5.1. UNITED STATES 13.1.5.1.1. UNITED STATES MARKET SIZE & OPPORTUNITIES 13.1.5.2. CANADA 13.1.5.2.1. CANADA MARKET SIZE & OPPORTUNITIES 14. COMPETITIVE LANDSCAPE 14.1. KEY STRATEGIC DEVELOPMENTS 14.1.1. MERGERS & ACQUISITIONS 14.1.2. PRODUCT LAUNCHES & DEVELOPMENTS 14.1.3. PARTNERSHIPS & AGREEMENTS 14.1.4. BUSINESS EXPANSIONS & DIVESTITURES 14.2. COMPANY PROFILES 14.2.1. A123 SYSTEMS 14.2.1.1. COMPANY OVERVIEW 14.2.1.2. PRODUCTS 14.2.1.3. STRENGTHS & CHALLENGES 14.2.2. BYD 14.2.2.1. COMPANY OVERVIEW 14.2.2.2. PRODUCTS 14.2.2.3. STRENGTHS & CHALLENGES 14.2.3. CALB 14.2.3.1. COMPANY OVERVIEW 14.2.3.2. PRODUCTS 14.2.3.3. STRENGTHS & CHALLENGES 14.2.4. CATL 14.2.4.1. COMPANY OVERVIEW 14.2.4.2. PRODUCTS 14.2.4.3. STRENGTHS & CHALLENGES 14.2.5. ENVISION AESC 14.2.5.1. COMPANY OVERVIEW 14.2.5.2. PRODUCTS 14.2.5.3. STRENGTHS & CHALLENGES 14.2.6. GS YUASA 14.2.6.1. COMPANY OVERVIEW 14.2.6.2. PRODUCTS 14.2.6.3. STRENGTHS & CHALLENGES 14.2.7. LG ENSOL 14.2.7.1. COMPANY OVERVIEW 14.2.7.2. PRODUCTS 14.2.7.3. STRENGTHS & CHALLENGES 14.2.8. LITHIUM ENERGY JAPAN 14.2.8.1. COMPANY OVERVIEW 14.2.8.2. PRODUCTS 14.2.8.3. STRENGTHS & CHALLENGES 14.2.9. NORTHVOLT AB 14.2.9.1. COMPANY OVERVIEW 14.2.9.2. PRODUCTS 14.2.9.3. STRENGTHS & CHALLENGES 14.2.10. PANASONIC 14.2.10.1. COMPANY OVERVIEW 14.2.10.2. PRODUCTS 14.2.10.3. STRENGTHS & CHALLENGES 14.2.11. PRIME PLANET ENERGY SOLUTIONS 14.2.11.1. COMPANY OVERVIEW 14.2.11.2. PRODUCTS 14.2.11.3. STRENGTHS & CHALLENGES 14.2.12. SAMSUNG SDI 14.2.12.1. COMPANY OVERVIEW 14.2.12.2. PRODUCTS 14.2.12.3. STRENGTHS & CHALLENGES 14.2.13. SK INNOVATION 14.2.13.1. COMPANY OVERVIEW 14.2.13.2. PRODUCTS 14.2.13.3. STRENGTHS & CHALLENGES 14.2.14. TOSHIBA CORPORATION 14.2.14.1. COMPANY OVERVIEW 14.2.14.2. PRODUCTS 14.2.14.3. STRENGTHS & CHALLENGES 14.2.15. ULTIUM CELLS LLC 14.2.15.1. COMPANY OVERVIEW 14.2.15.2. PRODUCTS 14.2.15.3. STRENGTHS & CHALLENGES 14.2.16. VEHICLE ENERGY JAPAN CO LTD 14.2.16.1. COMPANY OVERVIEW 14.2.16.2. PRODUCTS 14.2.16.3. STRENGTHS & CHALLENGES LIST OF TABLES TABLE 1: MARKET SNAPSHOT - ELECTRIC VEHICLE BATTERY TABLE 2: MARKET BY BATTERY TYPE, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 3: MARKET BY BATTERY TYPE, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 4: MARKET BY LITHIUM-ION BATTERY, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 5: MARKET BY LITHIUM-ION BATTERY, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 6: MARKET BY VEHICLE TYPE, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 7: MARKET BY VEHICLE TYPE, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 8: MARKET BY CHARGING TYPE, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 9: MARKET BY CHARGING TYPE, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 10: MARKET BY END-USER, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 11: MARKET BY END-USER, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 12: MARKET BY LIFECYCLE STAGE, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 13: MARKET BY LIFECYCLE STAGE, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 14: MARKET BY VOLTAGE RANGE, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 15: MARKET BY VOLTAGE RANGE, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 16: MARKET BY APPLICATION, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 17: MARKET BY APPLICATION, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 18: MARKET BY COMMERCIAL VEHICLES, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 19: MARKET BY COMMERCIAL VEHICLES, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 20: MARKET BY SALES CHANNEL, BY REGION, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 21: MARKET BY SALES CHANNEL, BY REGION, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 22: NORTH AMERICA MARKET, COUNTRY ANALYSIS, HISTORICAL YEARS, 2018-2023 (IN $ MILLION) TABLE 23: NORTH AMERICA MARKET, COUNTRY ANALYSIS, FORECAST YEARS, 2025-2032 (IN $ MILLION) TABLE 24: KEY PLAYERS OPERATING IN THE NORTH AMERICAN MARKET TABLE 25: LIST OF MERGERS & ACQUISITIONS TABLE 26: LIST OF PRODUCT LAUNCHES & DEVELOPMENTS TABLE 27: LIST OF PARTNERSHIPS & AGREEMENTS TABLE 28: LIST OF BUSINESS EXPANSIONS & DIVESTITURES LIST OF FIGURES FIGURE 1: KEY MARKET TRENDS FIGURE 2: PORTER’S FIVE FORCES ANALYSIS FIGURE 3: GROWTH PROSPECT MAPPING FOR NORTH AMERICA FIGURE 4: MARKET MATURITY ANALYSIS FIGURE 5: MARKET CONCENTRATION ANALYSIS FIGURE 6: VALUE CHAIN ANALYSIS FIGURE 7: KEY BUYING CRITERIA FIGURE 8: SEGMENT GROWTH POTENTIAL, BY BATTERY TYPE, IN 2024 FIGURE 9: LITHIUM-ION BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 10: SEGMENT GROWTH POTENTIAL, BY LITHIUM-ION BATTERY, IN 2024 FIGURE 11: LITHIUM NICKEL MANGANESE COBALT OXIDE (NMC) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 12: LITHIUM IRON PHOSPHATE (LFP) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 13: LITHIUM NICKEL COBALT ALUMINUM OXIDE (NCA) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 14: LITHIUM MANGANESE OXIDE (LMO) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 15: LITHIUM TITANATE (LTO) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 16: SOLID-STATE BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 17: NICKEL-METAL HYDRIDE BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 18: OTHER BATTERY TYPES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 19: SEGMENT GROWTH POTENTIAL, BY VEHICLE TYPE, IN 2024 FIGURE 20: BATTERY ELECTRIC VEHICLES (BEVS) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 21: PLUG-IN HYBRID ELECTRIC VEHICLES (PHEVS) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 22: HYBRID ELECTRIC VEHICLES (HEVS) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 23: FUEL CELL ELECTRIC VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 24: SEGMENT GROWTH POTENTIAL, BY CHARGING TYPE, IN 2024 FIGURE 25: SLOW/NORMAL CHARGING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 26: FAST CHARGING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 27: ULTRA-FAST CHARGING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 28: SEGMENT GROWTH POTENTIAL, BY END-USER, IN 2024 FIGURE 29: AUTOMOTIVE OEMS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 30: FLEET OPERATORS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 31: PRIVATE/INDIVIDUAL USERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 32: SHARED MOBILITY PROVIDERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 33: SEGMENT GROWTH POTENTIAL, BY LIFECYCLE STAGE, IN 2024 FIGURE 34: NEW BATTERY SALES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 35: SECOND-LIFE BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 36: BATTERY RECYCLING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 37: SEGMENT GROWTH POTENTIAL, BY VOLTAGE RANGE, IN 2024 FIGURE 38: LOW VOLTAGE (<400V) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 39: HIGH VOLTAGE (400-800V) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 40: ULTRA-HIGH VOLTAGE (>800V) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 41: SEGMENT GROWTH POTENTIAL, BY APPLICATION, IN 2024 FIGURE 42: PASSENGER CARS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 43: SEGMENT GROWTH POTENTIAL, BY COMMERCIAL VEHICLES, IN 2024 FIGURE 44: COMMERCIAL VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 45: LIGHT COMMERCIAL VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 46: HEAVY COMMERCIAL VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 47: TWO-WHEELERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 48: THREE-WHEELERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 49: BUSES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 50: OFF-HIGHWAY/INDUSTRIAL EVS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 51: SEGMENT GROWTH POTENTIAL, BY SALES CHANNEL, IN 2024 FIGURE 52: OEM (ORIGINAL EQUIPMENT MANUFACTURER) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 53: AFTERMARKET / REPLACEMENT MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 54: NORTH AMERICA ELECTRIC VEHICLE BATTERY MARKET, COUNTRY OUTLOOK, 2024 & 2032 (IN %) FIGURE 55: UNITED STATES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 56: CANADA MARKET SIZE, 2025-2032 (IN $ MILLION)

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LIST OF FIGURES FIGURE 1: KEY MARKET TRENDS FIGURE 2: PORTER’S FIVE FORCES ANALYSIS FIGURE 3: GROWTH PROSPECT MAPPING FOR NORTH AMERICA FIGURE 4: MARKET MATURITY ANALYSIS FIGURE 5: MARKET CONCENTRATION ANALYSIS FIGURE 6: VALUE CHAIN ANALYSIS FIGURE 7: KEY BUYING CRITERIA FIGURE 8: SEGMENT GROWTH POTENTIAL, BY BATTERY TYPE, IN 2024 FIGURE 9: LITHIUM-ION BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 10: SEGMENT GROWTH POTENTIAL, BY LITHIUM-ION BATTERY, IN 2024 FIGURE 11: LITHIUM NICKEL MANGANESE COBALT OXIDE (NMC) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 12: LITHIUM IRON PHOSPHATE (LFP) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 13: LITHIUM NICKEL COBALT ALUMINUM OXIDE (NCA) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 14: LITHIUM MANGANESE OXIDE (LMO) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 15: LITHIUM TITANATE (LTO) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 16: SOLID-STATE BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 17: NICKEL-METAL HYDRIDE BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 18: OTHER BATTERY TYPES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 19: SEGMENT GROWTH POTENTIAL, BY VEHICLE TYPE, IN 2024 FIGURE 20: BATTERY ELECTRIC VEHICLES (BEVS) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 21: PLUG-IN HYBRID ELECTRIC VEHICLES (PHEVS) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 22: HYBRID ELECTRIC VEHICLES (HEVS) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 23: FUEL CELL ELECTRIC VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 24: SEGMENT GROWTH POTENTIAL, BY CHARGING TYPE, IN 2024 FIGURE 25: SLOW/NORMAL CHARGING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 26: FAST CHARGING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 27: ULTRA-FAST CHARGING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 28: SEGMENT GROWTH POTENTIAL, BY END-USER, IN 2024 FIGURE 29: AUTOMOTIVE OEMS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 30: FLEET OPERATORS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 31: PRIVATE/INDIVIDUAL USERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 32: SHARED MOBILITY PROVIDERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 33: SEGMENT GROWTH POTENTIAL, BY LIFECYCLE STAGE, IN 2024 FIGURE 34: NEW BATTERY SALES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 35: SECOND-LIFE BATTERY MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 36: BATTERY RECYCLING MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 37: SEGMENT GROWTH POTENTIAL, BY VOLTAGE RANGE, IN 2024 FIGURE 38: LOW VOLTAGE (<400V) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 39: HIGH VOLTAGE (400-800V) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 40: ULTRA-HIGH VOLTAGE (>800V) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 41: SEGMENT GROWTH POTENTIAL, BY APPLICATION, IN 2024 FIGURE 42: PASSENGER CARS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 43: SEGMENT GROWTH POTENTIAL, BY COMMERCIAL VEHICLES, IN 2024 FIGURE 44: COMMERCIAL VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 45: LIGHT COMMERCIAL VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 46: HEAVY COMMERCIAL VEHICLES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 47: TWO-WHEELERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 48: THREE-WHEELERS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 49: BUSES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 50: OFF-HIGHWAY/INDUSTRIAL EVS MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 51: SEGMENT GROWTH POTENTIAL, BY SALES CHANNEL, IN 2024 FIGURE 52: OEM (ORIGINAL EQUIPMENT MANUFACTURER) MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 53: AFTERMARKET / REPLACEMENT MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 54: NORTH AMERICA ELECTRIC VEHICLE BATTERY MARKET, COUNTRY OUTLOOK, 2024 & 2032 (IN %) FIGURE 55: UNITED STATES MARKET SIZE, 2025-2032 (IN $ MILLION) FIGURE 56: CANADA MARKET SIZE, 2025-2032 (IN $ MILLION)