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全球電池材料市場：按電池類型、材料、應用和地區劃分的分析—市場規模、產業動態、機會分析和預測（2026-2035 年）

Global Battery Materials Market: Analysis By Battery Type, Material, Application, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035
出版日期: | 出版商: Astute Analytica | 英文 310 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

電池材料市場正經歷顯著成長，這反映了其在全球轉型為清潔能源和先進技術過程中的關鍵作用。 2025 年，該市場規模為 806 億美元，預計將大幅擴張，到 2035 年將達到驚人的 2,168 億美元。這一成長軌跡意味著 2026 年至 2035 年的複合年增長率 (CAGR) 將達到 10.4%，顯示各個細分市場對電池材料的需求正在加速成長。

推動這個快速成長市場的主要因素是對可充電二次電池的激增需求，這些電池對於各種應用至關重要。電動車 (EV) 領域是成長最快的領域之一，因為世界各國政府和消費者都在積極採用電動車來減少碳排放並應對氣候變遷。 電動車的快速普及推動了對高性能電池材料日益增長的需求，這些材料能夠提供更高的能量密度、更長的電池壽命和更佳的安全性。

值得關注的市場趨勢

四家公司憑藉其龐大的生產規模和技術優勢脫穎而出，成為行業領導者。其中，優美科（Umicore）專注於為歐洲市場開發高性能NCM（鎳鈷錳）材料，持續鞏固其市場主導地位。優美科對創新和品質的執著追求，使其在該領域穩固了領導者的地位，並提供滿足歐洲日益增長的電動汽車和儲能行業嚴苛要求的尖端正極材料。

另一家正極材料領域的主要企業LG化學，也制定了雄心勃勃的生產目標，以保持其競爭優勢。 到 2025 年底，LG 化學的目標是生產 28 萬噸正極材料，這項產量凸顯了該公司在電池產業供應中的關鍵地位。巴斯夫也透過位於施瓦茨海德的工廠在特種正極材料市場佔了穩固的地位，該工廠的年回收和廢料處理能力達 1.5 萬噸。該工廠透過回收和再利用寶貴的電池材料，體現了巴斯夫對永續發展和循環經濟的承諾。

最後，浦項製鐵 Future M 正在積極拓展業務以滿足不斷增長的需求，目標是為北美 "電池帶" 提供 15.5 萬噸的正極材料年產能。此次擴張體現了浦項製鐵致力於成為全球成長最快的電動車市場之一的主要供應商的戰略決心。 2025年12月，浦項控股旗下PKX事業部POSCO Future M與Factorile簽署了一份諒解備忘錄（MOU），雙方將合作開發全固態電池材料，這標誌著電池材料市場取得了一項重要進展。

核心成長因子

電動車（EV）的加速普及是電池材料市場強勁的驅動力。這種需求的激增源於人們日益增強的環保意識以及透過減少溫室氣體排放來緩解氣候變遷的緊迫性。對空氣污染和碳足跡的日益關注，促使消費者和政策制定者優先考慮更清潔、更永續的交通方式。這種轉變正在推動電動車（EV）的生產和銷售快速成長，而電動車高度依賴先進的電池材料來提供高效、可靠且持久的儲能解決方案。

新的機會趨勢

重塑電池材料市場的關鍵趨勢是固態和半固態電池技術的突破。 這些創新代表著對傳統鋰離子電池的重大飛躍，有望提升安全性、提高能量密度並延長電池壽命。預計 2024 年開始商業化的半固態電池採用厚度僅 150 微米的超薄鋰金屬箔。這項設計創新提高了離子傳輸效率並減輕了重量，從而提升了電池的整體性能。使用如此薄的鋰箔還有助於提高能量密度，使其成為需要緊湊型、高容量儲能應用的理想選擇。

優化障礙

電池材料市場面臨的重大挑戰包括應對地緣政治風險以及由於關鍵礦產資源集中在有限地理區域而導致的高度貿易依賴性。鋰、鈷和稀土元素等關鍵礦物是現代電池技術的基礎，但它們的生產和加工高度集中在特定國家。 這種地域集中性造成了全球供應鏈的脆弱性，因為關鍵地區的政治不穩定、貿易爭端和監管變化可能會擾亂全球電池製造商關鍵材料的穩定供應。

目錄

第一章：摘要整理：全球電池材料市場

第二章：報告概述

  • 研究框架
    • 研究目標
    • 市場定義
    • 市場區隔
  • 研究方法
    • 市場規模估算
    • 質性研究
    • 量化研究
    • 按地區劃分的原始調查受訪者細分
    • 資料三角驗證
    • 研究假設

第三章：全球電池材料市場概論

  • 產業價值鏈分析
    • 材料供應商
    • 製造商
    • 經銷商
    • 終端用戶
  • 行業展望
    • 2020-2035年全球電池材料市場（百萬美元）
    • 電池材料市場概況及區域產能預測
  • PESTLE分析
  • 波特五力分析
    • 供應商議價能力
    • 買方議價能力
    • 替代品威脅
    • 新進入者威脅
    • 競爭強度
  • 市場成長及展望
    • 市場收入估算及預測（2020-2035年）
    • 依材料劃分的價格趨勢分析
  • 市場吸引力分析
    • 依材料劃分
    • 按區域劃分
    • 可操作的洞見（分析師建議）

第四章：競爭格局概覽

  • 市場集中度
  • 按公司劃分的市佔率分析（價值，2025 年）
  • 競爭格局分析與基準分析
    • 按地區劃分的主要公司

第五章：全球電池材料市場分析

  • 市場動態與趨勢
    • 成長驅動因素
    • 限制因素
    • 機遇
    • 主要趨勢
  • 市場機會概述
  • 依材料劃分
    • 主要發現
    • 市場規模與預測（2020-2035）
    • 陰極
    • 陽極
    • 電解液
    • 隔膜
  • 以電池類型劃分
    • 主要見解
    • 市場規模及預測，2020-2035
    • 鋰離子電池
    • 鉛酸電池
    • 其他
  • 依應用程式劃分
    • 主要發現
    • 市場規模及預測，2020-2035
    • 汽車
    • 消費性電子
    • 工業
    • 其他
  • 按地區劃分
    • 主要發現
    • 市場規模及預測，2020-2035

第六章 北美電池材料市場分析

第七章 歐洲電池材料市場分析

第八章 亞太地區電池材料市場分析

第九章 中東及非洲電池材料市場分析

第十章 南美洲電池材料市場分析

第十一章 公司簡介

  • 雅寶公司 (Albemarle Corporation)
  • 旭化成株式會社 (Asahi Kasei Corporation)
  • 巴斯夫公司 (BASF SE)
  • 恩泰克國際有限公司 (Entek International Ltd.)
  • 莊信萬豐公司 (Johnson Matthey)
  • 力文特公司 (Livent)
  • 三菱化學控股株式會社 (Mitsubishi Chemical Holdings Corporation)
  • 日亞化學株式會社 (Nichia Corporation)
  • 昭和電工株式會社 (Showa Denko K.K.)
  • 住友化學株式會社
  • Targray Technology International Inc.
  • 優美科株式會社
  • 其他主要參與者

第十二章附錄

簡介目錄
Product Code: AA12251616

The battery materials market is experiencing remarkable growth, reflecting its critical role in powering the world's transition to cleaner energy and advanced technologies. Valued at USD 80.6 billion in 2025, the market is poised for significant expansion, with projections indicating it will reach an impressive valuation of USD 216.8 billion by 2035. This growth trajectory corresponds to a robust compound annual growth rate (CAGR) of 10.4% over the forecast period from 2026 to 2035, highlighting the accelerating demand for battery materials across various sectors.

A primary driver behind this booming market is the surging demand for secondary batteries, which are rechargeable and essential for a wide range of applications. Electric vehicles (EVs) represent one of the fastest-growing segments, as governments and consumers worldwide increasingly embrace electric mobility to reduce carbon emissions and combat climate change. The rapid adoption of EVs fuels an ever-growing need for high-performance battery materials capable of delivering greater energy density, longer life cycles, and enhanced safety.

Noteworthy Market Developments

Four companies have emerged as clear leaders, distinguished by their massive production scale and technological advancements. Among them, Umicore continues to assert its dominance, focusing on developing high-performance NCM (Nickel Cobalt Manganese) materials specifically tailored for the European market. Umicore's commitment to innovation and quality has solidified its reputation as a titan in this space, providing cutting-edge cathode materials that meet the stringent demands of Europe's growing electric vehicle and energy storage sectors.

LG Chem is another major powerhouse in the cathode materials arena, setting ambitious production targets to maintain its competitive edge. By late 2025, LG Chem aims to produce 280,000 metric tons of cathode materials, a volume that underscores its significant role in supplying the battery industry. BASF has also firmly established its presence in the specialized cathode market through its Schwarzheide plant, which boasts an annual recycling and scrap processing capacity of 15,000 tons. This facility highlights BASF's focus on sustainability and circular economy principles by enabling the recovery and reuse of valuable battery materials.

Lastly, POSCO Future M is aggressively expanding its operations to meet growing demand, targeting an annual cathode material production capacity of 155,000 tons to serve the North American "Battery Belt." This expansion reflects POSCO's strategic push to become a key supplier in one of the fastest-growing EV markets globally. In a significant development in December 2025, POSCO Holdings Inc.'s PKX unit, POSCO Future M, signed a Memorandum of Understanding (MOU) with Factorial Inc. to collaborate on the development of all-solid-state battery materials.

Core Growth Drivers

The accelerating adoption of electric vehicles (EVs) is a powerful driving force behind the expansion of the battery materials market. This surge in demand is closely linked to growing environmental awareness and the urgent need to mitigate climate change by reducing greenhouse gas emissions. As concerns over air pollution and carbon footprints intensify, consumers and policymakers alike are prioritizing cleaner, more sustainable transportation options. This shift has led to a rapid increase in the production and purchase of EVs, which rely heavily on advanced battery materials to deliver efficient, reliable, and long-lasting energy storage solutions.

Emerging Opportunity Trends

A major trend reshaping the battery materials market is the breakthrough development of solid-state and semi-solid-state battery technologies. These innovations represent a significant leap forward from traditional lithium-ion batteries, promising enhanced safety, higher energy densities, and improved longevity. Semi-solid-state cells, which are expected to enter commercial production in 2024, utilize ultra-thin lithium metal foils measuring just 150 micrometers. This design innovation allows for more efficient ion transport and reduced weight, contributing to greater overall battery performance. The use of such thin lithium foils also helps improve energy density, making these batteries ideal for applications that demand compact, high-capacity energy storage.

Barriers to Optimization

A significant challenge facing the battery materials market is the management of geopolitical risks and the heavy trade dependencies that arise from the concentration of essential mineral supplies in a limited number of regions. Critical minerals such as lithium, cobalt, and rare earth elements form the backbone of modern battery technologies, yet their production and processing are highly centralized in specific countries. This geographic concentration creates vulnerabilities in the global supply chain, as political instability, trade disputes, or regulatory changes in these key regions can disrupt the steady flow of these vital materials to battery manufacturers worldwide.

Detailed Market Segmentation

By Battery Type, Lithium-ion technology continues to dominate the global battery materials market, holding a significant 45.87% share and firmly establishing itself as the leading battery type worldwide. Its widespread adoption is largely due to its unmatched efficiency, reliability, and versatility across various applications, from consumer electronics to electric vehicles and large-scale energy storage systems. The evolution of lithium-ion batteries has been marked by steady improvements in both performance metrics and cost-effectiveness, which have propelled this technology to the forefront of energy storage solutions in the modern era.

By Material, cathode is projected to continue being the most prominent battery material. In fact, cathode accounts for the largest market share.

  • The development of cathode materials remains a critical focus in advancing lithium-ion battery technologies, as improvements in these materials directly enhance energy density and overall efficiency. Cathodes serve as a fundamental component in lithium-ion batteries, affecting not only the capacity and lifespan but also the safety and cost-effectiveness of energy storage systems. Continuous research and innovation in cathode chemistry have led to significant breakthroughs that enable batteries to store more energy in smaller, lighter packages, meeting the growing demands of applications ranging from electric vehicles to portable electronics.

By Application, the electronics sector holds a commanding position in the battery materials market, accounting for a substantial 45.28% share, making it the single largest application segment globally. This dominance reflects the critical role that batteries play in powering a wide array of electronic devices, ranging from smartphones, laptops, and tablets to wearable technology and other portable gadgets. As consumer demand for more advanced and longer-lasting electronics continues to grow, the need for high-quality battery materials intensifies, driving significant resource allocation and investment within the battery materials supply chain.

Segment Breakdown

By Material

  • Cathode
  • Anode
  • Electrolyte
  • Separator

By Battery Type

  • Lithium-ion
  • Lead acid
  • Others

By Application

  • Automotive
  • Consumer Electronics
  • Industrial
  • Others

By Region

  • North America
  • The US
  • Canada
  • Mexico
  • Europe
  • Western Europe
  • The UK
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Western Europe
  • Eastern Europe
  • Poland
  • Russia
  • Rest of Eastern Europe
  • Asia Pacific
  • China
  • India
  • Japan
  • Australia and New Zealand
  • South Korea
  • ASEAN
  • Rest of Asia Pacific
  • Middle East and Africa
  • Saudi Arabia
  • South Africa
  • UAE
  • Rest of MEA
  • South America
  • Argentina
  • Brazil
  • Rest of South America

Geography Breakdown

  • The Asia Pacific region stands as the undisputed powerhouse in the global battery materials market, particularly in energy storage manufacturing, driven by its robust demand and extensive production capabilities. Commanding a commanding 42.69% share of the worldwide market, the region plays a central role in supplying the critical materials needed for battery production. This dominant position is fueled by a combination of abundant raw material resources, advanced manufacturing infrastructure, and sustained investment in research and development across multiple countries within the region.
  • A key factor contributing to Asia Pacific's leadership is the surge in nickel production, a vital component in battery cathodes. Indonesia, in particular, has experienced a boom in nickel output, reaching an impressive 1.8 million metric tons. This significant increase in raw material availability has bolstered the entire supply chain, enabling refiners and battery manufacturers in the region to operate at full capacity. China, the largest producer of raw materials for cathodes, contributes approximately 800,000 metric tons annually, underscoring its critical role in the market.

Leading Market Participants

  • Albemarle Corporation
  • Asahi Kasei Corporation
  • BASF SE
  • Entek International Ltd.
  • Johnson Matthey
  • Livent
  • Mitsubishi Chemical Holdings Corporation
  • Nichia Corporation
  • Showa Denko K. K.
  • Sumitomo Chemical Co., Ltd.
  • Targray Technology International Inc.
  • Umicore N.V.
  • Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Global Battery Materials Market

Chapter 2. Report Description

  • 2.1. Research Framework
    • 2.1.1. Research Objective
    • 2.1.2. Market Definitions
    • 2.1.3. Market Segmentation
  • 2.2. Research Methodology
    • 2.2.1. Market Size Estimation
    • 2.2.2. Qualitative Research
      • 2.2.2.1. Primary & Secondary Sources
    • 2.2.3. Quantitative Research
      • 2.2.3.1. Primary & Secondary Sources
    • 2.2.4. Breakdown of Primary Research Respondents, By Region
    • 2.2.5. Data Triangulation
    • 2.2.6. Assumption for Study

Chapter 3. Global Battery Materials Market Overview

  • 3.1. Industry Value Chain Analysis
    • 3.1.1. Material Provider
    • 3.1.2. Manufacturer
    • 3.1.3. Distributor
    • 3.1.4. End User
  • 3.2. Industry Outlook
    • 3.2.1. Global Battery Materials Market, 2020-2035 (in US$ Mn)
    • 3.2.2. Battery Materials Market Overview and Regional Capacity Forecasts
  • 3.3. PESTLE Analysis
  • 3.4. Porter's Five Forces Analysis
    • 3.4.1. Bargaining Power of Suppliers
    • 3.4.2. Bargaining Power of Buyers
    • 3.4.3. Threat of Substitutes
    • 3.4.4. Threat of New Entrants
    • 3.4.5. Degree of Competition
  • 3.5. Market Growth and Outlook
    • 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
    • 3.5.2. Price Trend Analysis, By Material
  • 3.6. Market Attractiveness Analysis
    • 3.6.1. By Material
    • 3.6.2. By Region
    • 3.6.3. Actionable Insights (Analyst's Recommendations)

Chapter 4. Competition Dashboard

  • 4.1. Market Concentration Rate
  • 4.2. Company Market Share Analysis (Value %), 2025
  • 4.3. Competitor Mapping & Benchmarking
    • 4.3.1. Key players - By Region

Chapter 5. Global Battery Materials Market Analysis

  • 5.1. Market Dynamics and Trends
    • 5.1.1. Growth Drivers
    • 5.1.2. Restraints
    • 5.1.3. Opportunity
    • 5.1.4. Key Trends
  • 5.2. Market Opportunity Snapshot
  • 5.3. By Material
    • 5.3.1. Key Insights
    • 5.3.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.3.2.1. Cathode
      • 5.3.2.2. Anode
      • 5.3.2.3. Electrolyte
      • 5.3.2.4. Separator
  • 5.4. By Battery Type
    • 5.4.1. Key Insights
    • 5.4.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.4.2.1. Lithium-ion
      • 5.4.2.2. Lead acid
      • 5.4.2.3. Others
  • 5.5. By Application
    • 5.5.1. Key Insights
    • 5.5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.5.2.1. Automotive
      • 5.5.2.2. Consumer Electronics
      • 5.5.2.3. Industrial
      • 5.5.2.4. Others
  • 5.6. By Region
    • 5.6.1. Key Insights
    • 5.6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.6.2.1. North America
        • 5.6.2.1.1. The U.S.
        • 5.6.2.1.2. Canada
        • 5.6.2.1.3. Mexico
      • 5.6.2.2. Europe
        • 5.6.2.2.1. Western Europe
          • 5.6.2.2.1.1. The UK
          • 5.6.2.2.1.2. Germany
          • 5.6.2.2.1.3. France
          • 5.6.2.2.1.4. Italy
          • 5.6.2.2.1.5. Spain
          • 5.6.2.2.1.6. Rest of Western Europe
        • 5.6.2.2.2. Eastern Europe
          • 5.6.2.2.2.1. Poland
          • 5.6.2.2.2.2. Russia
          • 5.6.2.2.2.3. Rest of Eastern Europe
      • 5.6.2.3. Asia Pacific
        • 5.6.2.3.1. China
        • 5.6.2.3.2. India
        • 5.6.2.3.3. Japan
        • 5.6.2.3.4. South Korea
        • 5.6.2.3.5. Australia & New Zealand
        • 5.6.2.3.6. ASEAN
            • 5.6.2.3.6.1.1. Indonesia
            • 5.6.2.3.6.1.2. Malaysia
            • 5.6.2.3.6.1.3. Thailand
            • 5.6.2.3.6.1.4. Singapore
            • 5.6.2.3.6.1.5. Rest of ASEAN
        • 5.6.2.3.7. Rest of Asia Pacific
      • 5.6.2.4. Middle East & Africa
        • 5.6.2.4.1. UAE
        • 5.6.2.4.2. Saudi Arabia
        • 5.6.2.4.3. South Africa
        • 5.6.2.4.4. Rest of MEA
      • 5.6.2.5. South America
        • 5.6.2.5.1. Argentina
        • 5.6.2.5.2. Brazil
        • 5.6.2.5.3. Rest of South America

Chapter 6. North America Battery Materials Market Analysis

  • 6.1. Market Dynamics and Trends
    • 6.1.1. Growth Drivers
    • 6.1.2. Restraints
    • 6.1.3. Opportunity
    • 6.1.4. Key Trends
  • 6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 6.2.1. By Material
    • 6.2.2. By Battery Type
    • 6.2.3. By Application
    • 6.2.4. By Region

Chapter 7. Europe Battery Materials Market Analysis

  • 7.1. Market Dynamics and Trends
    • 7.1.1. Growth Drivers
    • 7.1.2. Restraints
    • 7.1.3. Opportunity
    • 7.1.4. Key Trends
  • 7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 7.2.1. By Material
    • 7.2.2. By Battery Type
    • 7.2.3. By Application
    • 7.2.4. By Region

Chapter 8. Asia Pacific Battery Materials Market Analysis

  • 8.1. Market Dynamics and Trends
    • 8.1.1. Growth Drivers
    • 8.1.2. Restraints
    • 8.1.3. Opportunity
    • 8.1.4. Key Trends
  • 8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 8.2.1. By Material
    • 8.2.2. By Battery Type
    • 8.2.3. By Application
    • 8.2.4. By Region

Chapter 9. Middle East & Africa Battery Materials Market Analysis

  • 9.1. Market Dynamics and Trends
    • 9.1.1. Growth Drivers
    • 9.1.2. Restraints
    • 9.1.3. Opportunity
    • 9.1.4. Key Trends
  • 9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 9.2.1. By Material
    • 9.2.2. By Battery Type
    • 9.2.3. By Application
    • 9.2.4. By Region

Chapter 10. South America Battery Materials Market Analysis

  • 10.1. Market Dynamics and Trends
    • 10.1.1. Growth Drivers
    • 10.1.2. Restraints
    • 10.1.3. Opportunity
    • 10.1.4. Key Trends
  • 10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 10.2.1. By Material
    • 10.2.2. By Battery Type
    • 10.2.3. By Application
    • 10.2.4. By Region

Chapter 11. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

  • 11.1. Albemarle Corporation
  • 11.2. Asahi Kasei Corporation
  • 11.3. BASF SE
  • 11.4. Entek International Ltd.
  • 11.5. Johnson Matthey
  • 11.6. Livent
  • 11.7. Mitsubishi Chemical Holdings Corporation
  • 11.8. Nichia Corporation
  • 11.9. Showa Denko K. K.
  • 11.10. Sumitomo Chemical Co. Ltd.
  • 11.11. Targray Technology International Inc.
  • 11.12. Umicore N.V.
  • 11.13. Other Prominent Players

Chapter 12. Annexure

  • 12.1. List of Secondary Sources
  • 12.2. Key Country Markets- Macro Economic Outlook/Indicators