According to our (Global Info Research) latest study, the global 4680 Battery Shell market size was valued at US$ 179 million in 2025 and is forecast to a readjusted size of US$ 601 million by 2032 with a CAGR of 19.1% during review period.
The 4680 battery shell is the core structural component designed by Tesla for its next-generation 4680 cylindrical battery. Utilizing an innovative integrated stamped aluminum process, it combines high strength with lightweight properties. Key features include: 1) a standardized 46mm diameter and 80mm height, which optimizes battery pack space utilization through structural optimization; 2) unique laser welding and sealing technology, ensuring airtightness and safety under high-voltage fast charging; and 3) a 15%-20% weight reduction compared to traditional 2170 battery cases, while its integrated design reduces the number of components by 30%.
In 2024, the global production of 4680 battery shells reached 80,000 tons, with an average selling price of US$1,800 per ton.
The global 4680 battery shell market is poised for explosive growth in 2024, driven primarily by the mass production of the Tesla Cybertruck and capacity expansion by major players like BMW and Panasonic. This market exhibits three key characteristics: First, high technical barriers. The yield rate of one-piece die-cast aluminum cases (currently 85%-90%) and laser welding precision (tolerance ≤ 0.1mm) provide a competitive advantage. Second, a fragmented supply chain: Tesla's proprietary die-casting technology dominates the North American market, while Chinese manufacturers, leveraging cost advantages (20%-30% lower than overseas), are gaining market share in Asia and Europe. Third, accelerated process iterations: the development of composite materials (such as carbon fiber-reinforced aluminum-based) will drive lightweighting competition after 2025. As global 4680 battery production approaches 200GWh, the battery case industry is transitioning from traditional structural components to higher-value-added sectors, with leading companies expected to maintain gross profit margins in the 25%-35% range.
This report is a detailed and comprehensive analysis for global 4680 Battery Shell market. Both quantitative and qualitative analyses are presented by manufacturers, by region & country, by Type and by Application. As the market is constantly changing, this report explores the competition, supply and demand trends, as well as key factors that contribute to its changing demands across many markets. Company profiles and product examples of selected competitors, along with market share estimates of some of the selected leaders for the year 2025, are provided.
Key Features:
Global 4680 Battery Shell market size and forecasts, in consumption value ($ Million), sales quantity (Kilotons), and average selling prices (US$/Ton), 2021-2032
Global 4680 Battery Shell market size and forecasts by region and country, in consumption value ($ Million), sales quantity (Kilotons), and average selling prices (US$/Ton), 2021-2032
Global 4680 Battery Shell market size and forecasts, by Type and by Application, in consumption value ($ Million), sales quantity (Kilotons), and average selling prices (US$/Ton), 2021-2032
Global 4680 Battery Shell market shares of main players, shipments in revenue ($ Million), sales quantity (Kilotons), and ASP (US$/Ton), 2021-2026
The Primary Objectives in This Report Are:
To determine the size of the total market opportunity of global and key countries
To assess the growth potential for 4680 Battery Shell
To forecast future growth in each product and end-use market
To assess competitive factors affecting the marketplace
This report profiles key players in the global 4680 Battery Shell market based on the following parameters - company overview, sales quantity, revenue, price, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Shenzhen Kedali Industry, Zhenyu Technology, Wuxi Jinyang New Material, Zhongrui Electronic Technology, Jie Jing Precision, Ningbo Fangzheng, Suzhou Dongshan Precision Manufacturing Co., Ltd., etc.
This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
Market Segmentation
4680 Battery Shell market is split by Type and by Application. For the period 2021-2032, the growth among segments provides accurate calculations and forecasts for consumption value by Type, and by Application in terms of volume and value. This analysis can help you expand your business by targeting qualified niche markets.
Market segment by Type
Pre-plated Nickel Steel
Other Materials
Market segment by Application
New Energy Vehicles
Energy Storage
Other
Major players covered
Shenzhen Kedali Industry
Zhenyu Technology
Wuxi Jinyang New Material
Zhongrui Electronic Technology
Jie Jing Precision
Ningbo Fangzheng
Suzhou Dongshan Precision Manufacturing Co., Ltd.
Market segment by region, regional analysis covers
North America (United States, Canada, and Mexico)
Europe (Germany, France, United Kingdom, Russia, Italy, and Rest of Europe)
Asia-Pacific (China, Japan, Korea, India, Southeast Asia, and Australia)
South America (Brazil, Argentina, Colombia, and Rest of South America)
Middle East & Africa (Saudi Arabia, UAE, Egypt, South Africa, and Rest of Middle East & Africa)
The content of the study subjects, includes a total of 15 chapters:
Chapter 1, to describe 4680 Battery Shell product scope, market overview, market estimation caveats and base year.
Chapter 2, to profile the top manufacturers of 4680 Battery Shell, with price, sales quantity, revenue, and global market share of 4680 Battery Shell from 2021 to 2026.
Chapter 3, the 4680 Battery Shell competitive situation, sales quantity, revenue, and global market share of top manufacturers are analyzed emphatically by landscape contrast.
Chapter 4, the 4680 Battery Shell breakdown data are shown at the regional level, to show the sales quantity, consumption value, and growth by regions, from 2021 to 2032.
Chapter 5 and 6, to segment the sales by Type and by Application, with sales market share and growth rate by Type, by Application, from 2021 to 2032.
Chapter 7, 8, 9, 10 and 11, to break the sales data at the country level, with sales quantity, consumption value, and market share for key countries in the world, from 2021 to 2026.and 4680 Battery Shell market forecast, by regions, by Type, and by Application, with sales and revenue, from 2027 to 2032.
Chapter 12, market dynamics, drivers, restraints, trends, and Porters Five Forces analysis.
Chapter 13, the key raw materials and key suppliers, and industry chain of 4680 Battery Shell.
Chapter 14 and 15, to describe 4680 Battery Shell sales channel, distributors, customers, research findings and conclusion.
Summary:
Get latest Market Research Reports on 4680 Battery Shell. Industry analysis & Market Report on 4680 Battery Shell is a syndicated market report, published as Global 4680 Battery Shell Market 2026 by Manufacturers, Regions, Type and Application, Forecast to 2032. It is complete Research Study and Industry Analysis of 4680 Battery Shell market, to understand, Market Demand, Growth, trends analysis and Factor Influencing market.