본문바로가기

What we do

We aim to provide our clients with intelligence,
future-directed information and analysis.

Report purchase request

  • Sales team

  • 070-4006-0265 / 070-4006-1507 / 070-4006-0355

  • sales@sneresearch.com

Purchase inquiry
Battery, EV

<2026> Global LIB Mid/Long-term Outlook by Application (~2035)

 

A growing range of industries is adopting lithium-ion batteries (LIBs). In the electric vehicle market, Tesla and other manufacturers are advancing the mass production and deployment of 46 mm-diameter cylindrical LIBs. The rapid growth of artificial intelligence (AI) has also driven a surge in demand for LIBs used in energy storage systems (ESS) to support the power supply needed for AI infrastructure.

Among other small LIB applications, Hyundai Motor Group-owned Boston Dynamics has unveiled humanoid robots, drawing attention to the potential of the humanoid market and the batteries that will power it, alongside existing applications such as drones.

Samsung SDI also sees humanoid robots as a likely early application for all-solid-state batteries. At the most recent InterBattery exhibition, the company showcased all-solid-state LIB samples for humanoid robots.

The smartphone LIB market is also beginning to change. Led by Chinese manufacturers, smartphone makers are adopting silicon anode materials. Meanwhile, the wider adoption of foldable smartphones is driving a shift from one cell per device toward two or three cells per device.

Taking these market developments into account, this report examines the growth outlook for total LIB demand through 2035. It incorporates factors that could reduce device demand, such as rising RAM prices, and links LIB price projections to key mineral price trends to provide a realistic assessment of market size.

Covering the outlook for a wide range of rechargeable battery applications, this report aims to provide useful insights for battery manufacturers, materials suppliers, and companies that use rechargeable batteries in their products.

 

Report Contents — PowerPoint Edition, 117 Pages


Reader’s Guide · At a Glance

 

Classification of Small LIB Applications — p.4
Application Definitions — p.5
Applications at a Glance — p.6

 

1. LIB Mid/Long-term Market Outlook by Application (~2035) — p.7

 

1.1 Global LIB Mid/Long-term Market Outlook — p.8
1.2 Small LIB Market — p.14
1.3 Medium/Large xEV LIB Market — p.23
1.4 Medium/Large ESS LIB Market — p.28
1.5 LIB Price Outlook — p.31

 

2. LIB Demand: Status & Outlook (~2035) — p.36

 

2.1 Small LIB Market — p.37
Application Summary Cards and Details: xEV, E-Mobility, Power Tools, ESS, Smartphones, Laptops, Humanoids, Tablets, Wearables, and Others — p.46
Total Small LIB Market and Supply by Manufacturer — p.67
2.2 Medium/Large LIB Market: EV Batteries — p.71
2.3 Medium/Large LIB Market: ESS Batteries — p.91

 

3. LIB Supply: Status & Outlook (~2035) — p.94

3.1 Medium/Large LIB Market (Effective Production Capacity) — p.95

 

4. LIB Supply–Demand Outlook (~2035) — p.106

4.1 Medium/Large LIB Market (Based on Effective Production Capacity) — p.107​ 

Go List