리튬 이온 배터리 안전 시스템 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the lithium-Ion battery safety systems market size was valued at USD 11.67 billion in 2025 and is estimated to grow from USD 13.58 billion in 2026 to reach USD 28.84 billion by 2031, at a CAGR of 16.26% during the forecast period (2026-2031).

This report is Segmented by Safety System (BMS, Thermal Management, CID, BDU, Fuses, Others), Battery Chemistry (LFP, NMC, NCA, Others), Application (Electric Vehicles, Consumer Electronics, ESS, Industrial, Aerospace and Defense, Marine, Others), and Geography (North America, Europe, Asia-Pacific, South America, Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Lithium-Ion Battery Safety Systems Market Trends and Insights

EV and E-Mobility Battery Pack Expansion

Global electric vehicle battery deployment reached 1.2 TWh in 2025, with light-duty vehicles accounting for more than 85% of the volume. This scale makes automotive programs the principal demand base for battery monitoring and fault-response systems. The move toward 800V vehicle architectures increases voltage stress and thermal variation across cells. It requires tighter analog tolerances and faster fault responses than earlier 400V platforms. Texas Instruments introduced its 26-cell battery monitor with an integrated electrochemical impedance spectroscopy engine in June 2026, enabling cell-level detection of thermal-runaway risk and providing ISO 26262 ASIL-D certification. The lithium-ion battery safety systems market, therefore, favors suppliers that combine automotive functional safety compliance with predictive diagnostic capability.

Grid-Scale Storage Safety Upgrades

Global additions of battery energy storage capacity reached 108 GW in 2025, a 40% increase from 2024. LFP batteries accounted for nearly 90% of the new capacity, linking storage growth closely to chemistry-specific monitoring and cooling requirements. Large prismatic cells operating under changing ambient conditions create heat patterns that differ from those of automotive battery packs. Storage projects consequently need thermal control logic designed for stationary use, rather than adapted vehicle solutions. The Moss Landing fire in January 2025 led to the evacuation of 1,500 residents and highlighted the consequences of inadequate safety arrangements in large installations. The lithium-ion battery safety systems market is benefiting as installation-level fire testing and hazard evaluation move earlier into energy storage project design.

High Integration Costs and Technical Complexity Constraining Adoption

Advanced safety systems, including multi-zone liquid cooling, wireless BMS, and integrated battery disconnect units, add 8-15% to total battery pack cost. This limits adoption among cost-sensitive vehicle makers and customers in emerging economies. In Southeast Asia and India, early two-wheeler and three-wheeler electrification programs often limit safety content to the regulatory minimum. A recall involving Chrysler Pacifica plug-in hybrid vehicles and LG Energy Solution cells demonstrated how cell or BMS specification weaknesses can create field consequences. Shared hardware platforms for thermal management and BMS functions can reduce costs, but they require research and development resources that smaller suppliers may not have. The lithium-ion battery safety systems market also carries certification costs across ISO 26262, IEC 62619, UN 38.3, and regional requirements.

Other drivers and restraints analyzed in the detailed report include:

1. Stricter Battery Safety and Transport Compliance
2. Fast-Charging and High-Voltage Pack Adoption
3. Interoperability and Standardization Gaps Slowing Multi-Chemistry Deployment

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

Segment Analysis

Battery management systems held 38.4% of the lithium-ion battery safety systems market in 2025. They monitor cell voltage, current, temperature, state of health, and balancing functions across battery chemistries. They also provide the central control function for fault detection and response. BMS technology is moving from threshold-based protection toward systems that identify potential faults earlier. Chinese suppliers are using edge neural network integration to achieve state-of-charge estimation errors below +-1.5%. This capability is becoming more relevant for procurement requirements in LFP-heavy battery programs.

Thermal management systems are forecast to record a 17.2% CAGR through 2031. Faster charging, higher energy density, and expanding energy storage installations are increasing the heat load that these systems must manage. China published T/CQPRA 0173-2026 in 2026, setting technical requirements for battery thermal management in intelligent connected new-energy vehicles. Current interruption devices, battery disconnect units, and fuses protect against overcurrent, thermal, and short-circuit events. Mersen's November 2025 selection by CATL for custom fuses and its July 2026 contracts with Ford and Leapmotor show the value of multi-customer qualification. Other safety systems, including gas detection, pressure-relief equipment, and fire suppression integration, are gaining relevance because UL 9540A sixth edition expanded gas and explosion hazard evaluation.

Complete Report Scope:

• By Safety System
  • Battery Management Systems (BMS)
  • Thermal Management Systems
  • Current Interruption Devices (CID)
  • Battery Disconnect Units (BDU)
  • Fuses and Circuit Protection Devices
  • Other Safety Systems
• By Battery Chemistry
  • Lithium Iron Phosphate (LFP)
  • Nickel Manganese Cobalt (NMC)
  • Nickel Cobalt Aluminum (NCA)
  • Other Lithium-Ion Chemistries
• By Application
  • Electric Vehicles
  • Consumer Electronics
  • Energy Storage Systems (ESS)
  • Industrial Equipment
  • Aerospace and Defense
  • Marine
  • Other Applications
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • France
    • Italy
    • Spain
    • United Kingdom
    • Poland
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Australia
    • Indonesia
    • Vietnam
    • Thailand
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • Egypt
    • South Africa
    • Morocco
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific held 55.6% of global revenue in 2025 and is forecast to grow at an 18.6% CAGR through 2031. The region is both the largest production center and the largest demand center for lithium-ion battery systems. China accounted for 60% of global electric vehicle battery deployment and more than 80% of global lithium-ion manufacturing nameplate capacity. China's GB38031-2025 rule came into effect in July 2026 and requires no fire or explosion in newly declared traction battery models. Regulators in the European Union, Southeast Asia, and the Middle East are reviewing the framework for potential alignment.

Japan's BMS value reached USD 590.9 million in 2025. Its renewable generation targets of 36-38% by 2030 and 50% by 2040 support battery storage deployment. India is expanding safety system demand through AIS-156 and AIS-038 Revision 2 thermal propagation testing requirements for electric two-wheelers and three-wheelers. South Korea remains important because battery manufacturers are investing in LFP, solid-state, and sodium-ion technologies. Samsung SDI announced a KRW 25 trillion investment plan, equivalent to USD 17.7 billion, for its Ulsan and Cheonan facilities through 2040. These investments broaden the chemistry profiles that regional safety suppliers must support.

North America is the second-largest regional market in the lithium-ion battery safety systems market. Inflation Reduction Act incentives, NFPA 855 requirements, and UL 9540 compliance support demand for certified equipment in the United States. California's 2026 Fire Code updates, following AB 1285, increase safety system requirements for battery energy storage installations. Ford, Nissan, and Chrysler battery recalls during 2026 also maintain scrutiny of battery validation practices. Europe ranks third, with Germany, France, and the United Kingdom supporting automotive BMS demand, while the EU Battery Regulation requires digital battery passports and state-of-health reporting. South America, the Middle East, and Africa remain earlier-stage areas, though Brazil, Chile, Saudi Arabia, and the United Arab Emirates are adding storage and battery-related project activity.

1. Analog Devices Inc.
2. BYD Company Limited
3. Contemporary Amperex Technology Co., Limited
4. Dana Incorporated
5. DENSO Corporation
6. Eaton Corporation plc
7. Eberspacher Gruppe GmbH & Co. KG
8. Hanon Systems Co., Ltd.
9. Lithium Balance A/S
10. Littelfuse, Inc.
11. MAHLE GmbH
12. Mersen
13. Nuvation Energy
14. NXP Semiconductors N.V.
15. Robert Bosch GmbH
16. Sensata Technologies, Inc.
17. TE Connectivity Ltd.
18. Texas Instruments Incorporated
19. Valeo SE

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and 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 EV and E-Mobility Battery Pack Expansion
  • 4.2.2 Grid-Scale Storage Safety Upgrades
  • 4.2.3 Fast-Charging and High-Voltage Pack Adoption
  • 4.2.4 Stricter Battery Safety and Transport Compliance
  • 4.2.5 Predictive Diagnostics and Real-Time Battery Health Monitoring
  • 4.2.6 Wireless and Software-Defined Battery Safety Architectures
• 4.3 Market Restraints
  • 4.3.1 High Integration and Validation Cost
  • 4.3.2 Fragmented Global Safety Standards
  • 4.3.3 Semiconductor and Sensor Supply Exposure
  • 4.3.4 Cybersecurity and Connected-BMS Liability Risk
• 4.4 Supply-Chain Analysis
• 4.5 Porter's Five Forces Analysis
• 4.6 Technology Outlook
• 4.7 Regulatory Landscape
• 4.8 Investment Analysis

5 MARKET SIZE AND GROWTH FORECASTS

• 5.1 By Safety System
  • 5.1.1 Battery Management Systems (BMS)
  • 5.1.2 Thermal Management Systems
  • 5.1.3 Current Interruption Devices (CID)
  • 5.1.4 Battery Disconnect Units (BDU)
  • 5.1.5 Fuses and Circuit Protection Devices
  • 5.1.6 Other Safety Systems
• 5.2 By Battery Chemistry
  • 5.2.1 Lithium Iron Phosphate (LFP)
  • 5.2.2 Nickel Manganese Cobalt (NMC)
  • 5.2.3 Nickel Cobalt Aluminum (NCA)
  • 5.2.4 Other Lithium-Ion Chemistries
• 5.3 By Application
  • 5.3.1 Electric Vehicles
  • 5.3.2 Consumer Electronics
  • 5.3.3 Energy Storage Systems (ESS)
  • 5.3.4 Industrial Equipment
  • 5.3.5 Aerospace and Defense
  • 5.3.6 Marine
  • 5.3.7 Other Applications
• 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 Germany
    • 5.4.2.2 France
    • 5.4.2.3 Italy
    • 5.4.2.4 Spain
    • 5.4.2.5 United Kingdom
    • 5.4.2.6 Poland
    • 5.4.2.7 Russia
    • 5.4.2.8 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 Australia
    • 5.4.3.6 Indonesia
    • 5.4.3.7 Vietnam
    • 5.4.3.8 Thailand
    • 5.4.3.9 Rest of Asia-Pacific
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 Chile
    • 5.4.4.4 Rest of South America
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 United Arab Emirates
    • 5.4.5.3 Egypt
    • 5.4.5.4 South Africa
    • 5.4.5.5 Morocco
    • 5.4.5.6 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Analog Devices Inc.
  • 6.4.2 BYD Company Limited
  • 6.4.3 Contemporary Amperex Technology Co., Limited
  • 6.4.4 Dana Incorporated
  • 6.4.5 DENSO Corporation
  • 6.4.6 Eaton Corporation plc
  • 6.4.7 Eberspacher Gruppe GmbH & Co. KG
  • 6.4.8 Hanon Systems Co., Ltd.
  • 6.4.9 Lithium Balance A/S
  • 6.4.10 Littelfuse, Inc.
  • 6.4.11 MAHLE GmbH
  • 6.4.12 Mersen
  • 6.4.13 Nuvation Energy
  • 6.4.14 NXP Semiconductors N.V.
  • 6.4.15 Robert Bosch GmbH
  • 6.4.16 Sensata Technologies, Inc.
  • 6.4.17 TE Connectivity Ltd.
  • 6.4.18 Texas Instruments Incorporated
  • 6.4.19 Valeo SE

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment