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Electric Vehicle Battery Value Chain, Global, 2025–2031

Publisher Frost & Sullivan
Published Jul 14, 2025
SKU # MC20190669

Description

Demand for electric vehicles driven by sustainability concerns is one of the fundamental factors driving transformation in the global EV battery value chain. To stay competitive in the EV space, OEMs emphasize control over the supply chain, such as diversifying their sourcing strategy to reduce dependence on a particular region or country, pursuing R&D innovation, and extending partnerships to commercialize new battery chemistries, localize production to cut costs, and intensify focus on circular economy and sustainability.

The study examines various phases of the EV battery supply chain, discusses key stakeholders (OEMs/suppliers), and outlines current activities and future strategies, providing an outlook for different battery chemistries.

This report covers the following:
• Potential trends impacting the battery value chain
• Battery installation by cathode chemistry, regions, and stakeholders (OEMs/suppliers)
• Current status and the way forward for different battery value chain streams/phases
• Factors influencing China’s EV battery supply chain strategy
• OEM and supplier procurement approach and initiatives
• OEM strategies/efforts by battery value chain streams

Table of Contents

    • Scope
    • Segmentation
    • Why Is It Increasingly Difficult to Grow?
    • The Strategic Imperative 8TM
    • The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Battery Value Chain
    • Research Methodology
    • Questions This Study Will Answer
    • Competitive Environment
    • Key Competitors: Battery Installation by Capacity
    • Growth Metrics: Global
    • Growth Drivers
    • Growth Restraints
    • Potential Trends Impacting the Battery Value Chain
    • Key Findings: Current Status and Future Outlook
    • Forecast Considerations
    • Cost Comparison: Battery Materials and Manufacturing
    • Battery Installations: Global
    • Battery Installations Regional Share: Global
    • Battery Installations by Cathode Chemistry Share: Global
    • Battery Installations by Cathode Chemistry (NMC): Global
    • Battery Installations by Cathode Chemistry (LFP): Global
    • Battery Installations by Cathode Chemistry (NCA): Global
    • Battery Installations by Cathode Chemistry (Others): Global
    • Battery Installed Capacity of Key OEMs and Cell Suppliers: Global
    • EV Battery Supply Chain Flow Chart
    • EV Battery Supply Chain: Ecosystem and Key Stakeholders
    • Upstream: Mining and Sourcing Phase-Process Flow
    • Upstream: Mining and Sourcing Phase-Global Lithium Reserves/Applications
    • Upstream: Mining and Sourcing Phase-Global Lithium Production/Leading Miners
    • Upstream: Mining and Sourcing Phase-Current Status and Outlook
    • Midstream: Processing/Production and Assembly Phase-Process Flow
    • Midstream: Processing/Production and Assembly Phase-Battery Installation by Cathode Chemistry and Cell Supplier
    • Midstream: Processing/Production and Assembly Phase-Current Status and Outlook
    • Downstream: Battery Use Phase-Process Flow
    • Downstream: Battery Use Phase-Battery Installed Capacity
    • Downstream: Battery Use Phase-Current Status and Outlook
    • Downstream: Circular Economy Phase-Process Flow
    • Downstream: Circular Economy Phase-Remanufacturing/Secondlife Process Flow
    • Downstream: Circular Economy Phase-Supply of Used Batteries/Source of Salvageable Batteries
    • Downstream: Circular Economy Phase-Current Status and Outlook
    • Factors Influencing China's EV Battery Supply Chain Strategy
    • Mineral Access and Sourcing/Raw Material Processing
    • Battery Manufacturing/Investment and R&D
    • Technology and Government Policies/Regulations
    • Battery Suppliers of Leading EV OEMs
    • OEM Strategies/Initiatives by Battery Value Chain Streams
    • Companies Working on Futuristic Battery Technology
    • Growth Metrics: Africa and the Middle East
    • Battery Installations: Africa and the Middle East
    • Battery Installations by Cathode Chemistry Share: Africa and the Middle East
    • Battery Installations by Cathode Chemistry (NMC): Africa and the Middle East
    • Battery Installations by Cathode Chemistry (LFP): Africa and the Middle East
    • Battery Installations by Cathode Chemistry (NCA): Africa and the Middle East
    • Battery Installations by Cathode Chemistry (Others): Africa and the Middle East
    • Battery Installed Capacity by Key OEMs and Cell Suppliers: Africa and the Middle East
    • Battery Installed Capacity by Cell Suppliers: Africa and the Middle East
    • Growth Metrics: Americas
    • Battery Installations: Americas
    • Battery Installations by Cathode Chemistry Share: Americas
    • Battery Installations by Cathode Chemistry (NMC): Americas
    • Battery Installations by Cathode Chemistry (LFP): Americas
    • Battery Installations by Cathode Chemistry (NCA): Americas
    • Battery Installations by Cathode Chemistry (Others): Americas
    • Battery Installed Capacity by Key OEMs and Cell Suppliers: Americas
    • Battery Installed Capacity by Cell Suppliers: Americas
    • Growth Metrics: Asia-Pacific
    • Battery Installations: Asia-Pacific
    • Battery Installations by Cathode Chemistry Share: Asia-Pacific
    • Battery Installations by Cathode Chemistry (NMC): Asia-Pacific
    • Battery Installations by Cathode Chemistry (LFP): Asia-Pacific
    • Battery Installations by Cathode Chemistry (NCA): Asia-Pacific
    • Battery Installations by Cathode Chemistry (Others): Asia-Pacific
    • Battery Installed Capacity by Key OEMs and Cell Suppliers: Asia-Pacific
    • Battery Installed Capacity by Cell Suppliers: Asia-Pacific
    • Growth Metrics: Europe
    • Battery Installations: Europe
    • Battery Installations by Cathode Chemistry Share: Europe
    • Battery Installations by Cathode Chemistry (NMC): Europe
    • Battery Installations by Cathode Chemistry (LFP): Europe
    • Battery Installations by Cathode Chemistry (NCA): Europe
    • Battery Installations by Cathode Chemistry (Others): Europe
    • Battery Installed Capacity by Key OEMs and Cell Suppliers: Europe
    • Battery Installed Capacity by Cell Suppliers: Europe
    • Growth Opportunity 1: Battery Production Near Demand Centers
    • Growth Opportunity 2: Battery-as-a-Service
    • Growth Opportunity 3: Vertical Integration
    • Conclusions
    • Benefits and Impacts of Growth Opportunities
    • Next Steps

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