住宅用バッテリーの市場シェア分析、業界動向と統計、成長予測 2025-2030年

Residential Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

住宅用バッテリーの市場シェア分析、業界動向と統計、成長予測 2025-2030年
The Residential Battery Storage Market Report is Segmented by Battery Type (Li-Ion, Lead Acid, Flow Batteries, and Sodium-Ion and Nickel-Based), Application (Self-Consumption and Backup, Virtual Power Plant/Grid Services, and Off-Grid/Rural Electrification), Sales Channel (Direct-To-Consumer and Installer/Distributor-Led), and Geography (North America, Europe, Asia-Pacific, South America, and Middle East and Africa).

商品番号 : SMB-88600

出版社Mordor Intelligence
出版年月2025年7月
ページ数216
価格タイプシングルユーザライセンス
価格USD 4,750
種別英文調査報告書

住宅用バッテリー市場レポートは、電池の種類(リチウムイオン、鉛蓄電池、フロー電池、ナトリウムイオン、ニッケルベース)、用途(自家消費およびバックアップ、仮想発電所/グリッドサービス、オフグリッド/農村電化)、販売チャネル(消費者直販および設置業者/販売業者主導)、地域(北米、欧州、アジア太平洋、南米、中東およびアフリカ)別にセグメント化されています。

住宅用バッテリー(住宅用蓄電池)市場規模は、2025年には219億4,000万米ドルと推定され、2030年には491億8,000万米ドルに達すると予測されています。予測期間(2025~2030年)における年平均成長率(CAGR)は17.52%です。

リチウムイオン電池のコストは2024年には1kWhあたり115米ドルまで低下し、米国インフレ抑制法に基づく30%の税額控除、そして屋上ソーラーパネル設置率の上昇が消費者経済を変革し、普及を加速させています。アジア太平洋地域における積極的な政策インセンティブ、北米における漸進的なネットメータリング改革、そして欧州における厳格な送電網信頼性要件は、需要のフライホイールを強化し、住宅用バッテリー市場を分散型エネルギーインフラの重要な柱として位置付けています。自動車用バッテリーメーカーは、この分野に参入することで供給を拡大し、デジタル販売プラットフォームは顧客獲得コストの削減とアクセス拡大に寄与しています。同時に、UL 9540A や IEC 63056 などの安全規格により製品設計の基準が引き上げられ、メーカーは勢いを維持するために高度なバッテリー管理ソフトウェアとより安全な化学物質を統合する必要に迫られています。

ドイツとオーストラリアでは、新規の屋上太陽光発電システムと蓄電池の併用が義務化され、コスト構造が刷新されつつあります。生産量保証により、メーカーは生産量を増やすことができ、単位当たりのコスト削減が住宅用蓄電池市場全体に波及します。オーストラリアでは、高い小売価格と政府の補助金により、投資回収期間が2020年の25年から2025年には11年に短縮され、蓄電池はオプションのアップグレードから標準装備へと昇格しました。ドイツの政策もこの流れを反映し、蓄電池補助金を太陽光発電システムの性能保証と結び付けることで、規模の標準化と設置業者のワークフローの簡素化を実現しています。これらの措置により、需要予測が明確になり、配電事業者は長期供給契約を交渉できるようになり、電力会社はメーター裏の容量をより明確に把握した上で配電網のアップグレードを計画できるようになります。

Residential Battery Market Analysis

The Residential Battery Market size is estimated at USD 21.94 billion in 2025, and is expected to reach USD 49.18 billion by 2030, at a CAGR of 17.52% during the forecast period (2025-2030).

Cost compression in lithium-ion cells to USD 115 per kWh in 2024, the U.S. Inflation Reduction Act’s 30% tax credit, and rising rooftop-solar attachment rates are reshaping consumer economics and accelerating adoption. Aggressive policy incentives in Asia-Pacific, progressive net-metering reforms in North America, and tightening grid-reliability requirements in Europe collectively reinforce a flywheel of demand that positions the residential battery market as a critical pillar of distributed energy infrastructure. Automotive cell makers entering the sector are expanding supply, while digital sales platforms lower customer-acquisition costs and broaden access. At the same time, safety standards such as UL 9540A and IEC 63056 are raising the bar for product design, forcing manufacturers to integrate advanced battery-management software and safer chemistries to sustain momentum.

住宅用バッテリーの市場シェア分析、業界動向と統計、成長予測 2025-2030年
Residential Battery – Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 – 2030)

Global Residential Battery Market Trends and Insights

Surging rooftop-PV Pairing Mandates in Germany & Australia

Mandatory battery pairing with new rooftop solar in Germany and Australia is rewriting cost structures. Guaranteed volume allows manufacturers to increase production runs, driving per-unit cost savings that cascade through the residential battery market. In Australia, high retail tariffs and state rebates have compressed payback periods from 25 years in 2020 to 11 years in 2025, elevating storage from optional upgrade to standard component. German policy mirrors this trajectory by linking battery subsidies to solar performance guarantees, which standardizes sizing norms and simplifies installer workflows. These measures create predictable demand, enabling distributors to negotiate long-term supply agreements and allowing utilities to plan distribution-grid upgrades with clearer visibility on behind-the-meter capacity.

U.S. Inflation Reduction Act 30 % ITC Extension to Batteries

The U.S. Inflation Reduction Act’s 30% Investment Tax Credit now applies to standalone batteries, trimming homeowner payback by roughly one-third. Installations surged in 2024, with 11.9 GW of residential and small commercial capacity brought online more than any prior year. Manufacturers are re-tooling production lines for domestic assembly to capture additional Advanced Manufacturing credits, while financiers bundle transferable credits into structured deals that open the residential battery market to households with limited tax liability. Suppliers leverage the policy to pre-sell multiyear output, locking in lithium-ion cell procurement at favorable prices and hedging commodity risk.

Rising Grid-connection & Permitting Queues across EU

Record solar adoption is overloading interconnection departments across Europe. Permitting backlogs stretch from weeks to months, delaying revenue recognition for installers and dampening the residential battery market. Spain’s subsidy-driven boom highlights the strain: distribution system operators now triage applications, often deferring small residential units while prioritizing utility-scale plants. The European Parliament flags raw-material cost inflation and supply security risks that compound the queue issue, prompting innovators to pioneer community batteries that satisfy multiple households under a single interconnection agreement.

Other drivers and restraints analyzed in the detailed report include:

  • California NEM 3.0 Sharpening Self-Consumption Economics
  • Japanese FIP Scheme Rewarding Behind-the-Meter VPP Aggregation
  • Fire-safety Codes Tightening for Indoor Installations (UL 9540A, IEC 63056)

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Lithium-ion held 73% of the residential battery market in 2024 because of mature supply chains and superior energy density. The residential battery market size for lithium-ion products crossed USD 13 billion in 2025, supported by cell prices below USD 139 per kWh. Yet supply-chain exposure to lithium carbonate price swings motivates policymakers to diversify chemistries. Sodium-ion manufacturers plan 40 GWh of annual capacity by 2030, leveraging abundant raw material availability.

The fastest-growing chemistries, sodium-ion and nickel-based variants, are expected to post a 19.5% CAGR, eroding lithium’s share in price-sensitive markets. Lead-acid retains pockets of demand where upfront cost trumps efficiency, mostly in emerging economies. Flow batteries, while niche, appeal to households that prioritize extended cycle life and tolerance to high ambient temperatures. Competitive positioning is shifting from one-size-fits-all energy density toward application-specific optimization, a transition that broadens the residential battery market and allows multiple chemistries to coexist.

The Residential Battery Storage Market Report is Segmented by Battery Type (Li-Ion, Lead Acid, Flow Batteries, and Sodium-Ion and Nickel-Based), Application (Self-Consumption and Backup, Virtual Power Plant/Grid Services, and Off-Grid/Rural Electrification), Sales Channel (Direct-To-Consumer and Installer/Distributor-Led), and Geography (North America, Europe, Asia-Pacific, South America, and Middle East and Africa).

Geography Analysis

Asia-Pacific dominates the residential battery market with a 53% share in 2024 and maintains the fastest regional expansion at an 18.95% CAGR. Manufacturing economies of scale centered in China compress prices, while Japan’s feed-in premium and South Korea’s REC multipliers guarantee revenue for grid-service participation. The region recorded 3 GWh of behind-the-meter batteries in Japan alone by 2023, and South Korea’s policy roadmap targets 24.5 GW of cumulative storage by 2036. Governments fast-track safety approvals, enabling rapid product launches and reinforcing local supply chains for critical minerals.

North America ranks second. The residential battery market here is catalyzed by the Inflation Reduction Act’s generous credits and heightened climate-related outage risk. The United States added 11.9 GW of residential and small commercial storage in 2024, overtaking pumped hydro for the first time. California’s NEM 3.0 rules changed design economics overnight, and states such as Virginia and Texas now trial VPP incentives that pay homeowners for wholesale-market participation. Regional cell production subsidies attract global manufacturers seeking tariff-free access to the growing residential battery market.

Europe couples strong decarbonization targets with evolving regulations. Germany tops regional installs, while Spain’s subsidy program fuels rapid growth despite interconnection queues. The EU Battery Regulation enforces circular-economy requirements, including battery passports from 2027, shaping design for recyclability. The UK Energy Act 2023 releases GBP 2 billion to nurture a domestic supply chain, lifting the residential battery market size in the British Isles. Nonetheless, grid-connection delays and raw-material cost spikes temper near-term rollouts, prompting experimentation with community-scale storage that sidesteps individual interconnects.

List of Companies Covered in this Report:

  • Tesla Inc.
  • LG Energy Solution Ltd
  • Panasonic Holdings Corp.
  • Samsung SDI Co. Ltd
  • BYD Co. Ltd
  • Sonnen GmbH
  • SENEC GmbH
  • Enphase Energy Inc.
  • SolarEdge Technologies Inc.
  • Generac Power Systems Inc.
  • Pylon Technologies Co. Ltd
  • Eguana Technologies Inc.
  • Alpha-ESS Co. Ltd
  • Delta Electronics Inc.
  • VARTA AG
  • Huawei Digital Power Tech Co. Ltd
  • FIMER SpA
  • Amara Raja Batteries Ltd
  • Siemens AG
  • Eaton Corporation plc

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

Table of Contents

1 Introduction

1.1 Study Assumptions & Market Definition

1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

4.1 Market Overview

4.2 Market Drivers

4.2.1 Surging rooftop-PV pairing mandates in Germany & Australia

4.2.2 IRA Tax Credits Catalyze North American Market Transformation

4.2.3 California NEM 3.0 sharpening self-consumption economics

4.2.4 Japanese FIP scheme rewarding behind-the-meter VPP aggregation

4.2.5 South-Korean REC multipliers for residential ESS

4.2.6 Dramatic Li-ion $/kWh cost drop below USD 250 for <15 kWh packs

4.3 Market Restraints

4.3.1 Grid Connection Bottlenecks Threaten European Deployment Targets

4.3.2 Evolving Safety Standards Increase Compliance Costs and Complexity

4.3.3 Limited second-life battery availability until 2027

4.3.4 Li-ion supply-chain exposure to critical-minerals price shocks

4.4 Supply-Chain Analysis

4.5 Regulatory Outlook

4.6 Technological Outlook

4.7 Porter’s Five Forces

4.7.1 Bargaining Power of Suppliers

4.7.2 Bargaining Power of Consumers

4.7.3 Threat of New Entrants

4.7.4 Threat of Substitutes

4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

5.1 By Battery Type

5.1.1 Li-ion (LFP, NMC)

5.1.2 Lead-acid (AGM, GEL)

5.1.3 Flow Batteries (Vanadium, Zinc-Br)

5.1.4 Sodium-ion and Nickel-based

5.2 By Application

5.2.1 Self-Consumption and Backup

5.2.2 Virtual Power Plant/Grid Services

5.2.3 Off-Grid/Rural Electrification

5.3 By Sales Channel

5.3.1 Direct-to-Consumer (E-commerce/OEM)

5.3.2 Installer/Distributor-Led

5.4 By Geography

5.4.1 North America

5.4.1.1 United States

5.4.1.2 Canada

5.4.1.3 Mexico

5.4.2 Europe

5.4.2.1 United Kingdom

5.4.2.2 Germany

5.4.2.3 France

5.4.2.4 Spain

5.4.2.5 Nordic Countries

5.4.2.6 Russia

5.4.2.7 Rest of Europe

5.4.3 Asia-Pacific

5.4.3.1 China

5.4.3.2 India

5.4.3.3 Japan

5.4.3.4 South Korea

5.4.3.5 ASEAN Countries

5.4.3.6 Rest of Asia-Pacific

5.4.4 South America

5.4.4.1 Brazil

5.4.4.2 Argentina

5.4.4.3 Colombia

5.4.4.4 Rest of South America

5.4.5 Middle East and Africa

5.4.5.1 United Arab Emirates

5.4.5.2 Saudi Arabia

5.4.5.3 Egypt

5.4.5.4 South Africa

5.4.5.5 Rest of Middle East and Africa

6 Competitive Landscape

6.1 Market Concentration

6.2 Strategic Moves (M&A, Partnerships, PPAs)

6.3 Market Share Analysis (Market Rank/Share for key companies)

6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)

6.4.1 Tesla Inc.

6.4.2 LG Energy Solution Ltd

6.4.3 Panasonic Holdings Corp.

6.4.4 Samsung SDI Co. Ltd

6.4.5 BYD Co. Ltd

6.4.6 Sonnen GmbH

6.4.7 SENEC GmbH

6.4.8 Enphase Energy Inc.

6.4.9 SolarEdge Technologies Inc.

6.4.10 Generac Power Systems Inc.

6.4.11 Pylon Technologies Co. Ltd

6.4.12 Eguana Technologies Inc.

6.4.13 Alpha-ESS Co. Ltd

6.4.14 Delta Electronics Inc.

6.4.15 VARTA AG

6.4.16 Huawei Digital Power Tech Co. Ltd

6.4.17 FIMER SpA

6.4.18 Amara Raja Batteries Ltd

6.4.19 Siemens AG

6.4.20 Eaton Corporation plc

7 Market Opportunities & Future Outlook

7.1 White-space & Unmet-Need Assessment