氫氧化鋰市場機會、成長動力、產業趨勢分析及2025-2034年預測

2024 年全球氫氧化鋰市場價值為 252 億美元，預計到 2034 年將以 15.4% 的複合年成長率成長，達到 1,051 億美元。這一上升趨勢主要得益於電動車 (EV) 普及率的爆炸性成長以及全球對再生能源整合的日益重視。氫氧化鋰作為高性能鋰離子電池（尤其是高鎳含量的鋰離子電池）生產的重要組成部分，正受到廣泛關注。與傳統電池相比，這些電池具有更高的能量密度、更長的使用壽命和更強的熱穩定性。隨著各國推動脫碳和清潔出行，對高能量密度、長壽命電池技術的需求持續飆升。

因此，氫氧化鋰正在多種應用中迅速取代碳酸鋰，因為其性能優勢恰好滿足了現代電池系統不斷變化的需求。人們越來越重視能源儲存系統（包括電網穩定性和住宅備用電源），這也促進了氫氧化鋰市場的成長。技術的快速進步以及政府主導的支持電池生產和本地化供應鏈的舉措進一步加速了市場擴張。隨著原始設備製造商、電池生產商和政策制定者朝著淨零未來邁進，這種材料的相關性預計只會增強，使氫氧化鋰成為全球能源轉型的戰略資產。

市場主要分為兩種形式：無水物和一水物，其中一水物佔最大佔有率，2024 年價值 157 億美元。製造商更喜歡一水物形式，因為它具有成本效益、更易於處理的特性，並且與鋰離子電池中正極材料的合成相容。隨著電動車和儲能系統在全球市場不斷擴張，預計預測期內對氫氧化鋰一水合物的需求將穩定成長。

電池應用領域引領了氫氧化鋰市場，2024 年創造了 154 億美元的收入，預計 2025 年至 2034 年的複合年成長率為 16.4%。需求激增主要是由於對高純度氫氧化鋰的需求，它是鋰離子電池高鎳正極配方中的關鍵成分。這些電池廣泛應用於電動車和大型儲能系統，由於人們日益關注環境問題以及對綠色技術的政策支持，這兩者都經歷了前所未有的成長。

受電動車基礎設施、超級工廠開發和清潔能源計畫的大量投資推動，光是美國氫氧化鋰市場規模就將在 2024 年達到 54 億美元。隨著美國成為鋰離子電池供應鏈的強國，對高品質氫氧化鋰的需求正在迅速成長。

全球市場的領先公司包括默克、MP Biomedicals、Nanografi、賽默飛世爾科技、Glentham Life Sciences、Vishnupriya Chemicals、Loba Chemie、Sisco Research Laboratories、American Elements 和 Stanford Advanced Materials。這些參與者專注於擴大生產能力、確保長期採購合約以及加強與電動車和再生能源公司的合作夥伴關係。旨在提高產品純度和效率的研發投資仍是一項策略重點。

目錄

第1章：方法論與範圍

第2章：執行摘要

第3章：行業洞察

• 產業生態系統分析
  • 影響價值鏈的因素
  • 利潤率分析
  • 中斷
  • 未來展望
  • 製造商
  • 經銷商
• 供應商格局
• 利潤率分析
• 重要新聞和舉措
• 監管格局
• 衝擊力
  • 成長動力
    • 電動車（EV）需求不斷成長
    • 電池化學技術的進步
    • 政府激勵措施和政策
  • 產業陷阱與挑戰
    • 供應鏈中斷
    • 環境和監管挑戰
• 成長潛力分析
• 波特的分析
• PESTEL分析

第4章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第5章：市場估計與預測：依純度，2021 年至 2034 年

• 主要趨勢
• 55%
• 99%
• 99.30%
• 其他

第6章：市場估計與預測：依形式，2021 年至 2034 年

• 主要趨勢
• 無水
• 一水合物

第7章：市場估計與預測：按應用，2021 年至 2034 年

• 主要趨勢
• 電池
  • 鋰離子電池
  • 儲能系統（ESS）
• 油脂和潤滑劑
• 玻璃和陶瓷
• 空調和加濕系統
• 化學合成
• 二氧化碳吸收
• 其他

第8章：市場估計與預測：依最終用途，2021 年至 2034 年

• 主要趨勢
• 汽車
  • 電動車（EV）
  • 混合動力電動車（HEV）
• 電子和儲能
• 工業製造
• 航太
• 化學
• 其他

第9章：市場估計與預測：按地區，2021 年至 2034 年

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 英國
  • 法國
  • 西班牙
  • 義大利
  • 荷蘭
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳洲
  • 韓國
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中東和非洲
  • 沙烏地阿拉伯
  • 南非
  • 阿拉伯聯合大公國

第10章：公司簡介

• American Elements
• Glentham Life Sciences
• Loba Chemie
• Merck
• MP Biomedicals
• Nanografi
• Sisco Research Laboratories
• Stanford Advanced Materials
• Thermo Fisher Scientific
• Vishnupriya Chemicals

The Global Lithium Hydroxide Market was valued at USD 25.2 billion in 2024 and is estimated to grow at a CAGR of 15.4% to reach USD 105.1 billion by 2034. This upward trajectory is primarily driven by the explosive rise in electric vehicle (EV) adoption and the growing emphasis on renewable energy integration worldwide. Lithium hydroxide is gaining strong traction as a vital component in the production of high-performance lithium-ion batteries, particularly those with high nickel content. These batteries deliver superior energy density, extended lifespan, and enhanced thermal stability compared to traditional alternatives. With nations pushing for decarbonization and clean mobility, the demand for energy-dense, long-lasting battery technologies continues to skyrocket.

As a result, lithium hydroxide is quickly replacing lithium carbonate in several applications, as its performance benefits cater precisely to the evolving requirements of modern battery systems. The increasing emphasis on energy storage systems, both for grid stability and residential backup, is also contributing to the growth of the lithium hydroxide market. Rapid technological advancements and government-led initiatives to support battery production and localized supply chains further accelerate the market expansion. The material's relevance is only expected to intensify as OEMs, battery producers, and policymakers align toward a net-zero future, making lithium hydroxide a strategic asset in global energy transformation.

The market is segmented primarily into two forms-anhydrous and monohydrate-with the monohydrate segment commanding the largest share, valued at USD 15.7 billion in 2024. Manufacturers prefer the monohydrate form due to its cost-effectiveness, easier handling properties, and compatibility with the synthesis of cathode materials in lithium-ion batteries. As electric vehicles and energy storage systems continue to expand across global markets, the demand for lithium hydroxide monohydrate is projected to grow steadily through the forecast period.

The battery application segment led the lithium hydroxide market, generating USD 15.4 billion in revenue in 2024, and is anticipated to grow at a CAGR of 16.4% from 2025 to 2034. The surge in demand is primarily due to the need for high-purity lithium hydroxide, a critical component in the formulation of high-nickel cathodes for lithium-ion batteries. These batteries are widely used in electric vehicles and large-scale energy storage systems, both of which are experiencing unprecedented growth due to rising environmental concerns and policy support for green technologies.

The U.S. Lithium Hydroxide Market alone reached USD 5.4 billion in 2024, fueled by heavy investments in EV infrastructure, gigafactory development, and clean energy initiatives. With the U.S. emerging as a powerhouse in the lithium-ion battery supply chain, the demand for high-quality lithium hydroxide is scaling up rapidly.

Leading companies in the global market include Merck, MP Biomedicals, Nanografi, Thermo Fisher Scientific, Glentham Life Sciences, Vishnupriya Chemicals, Loba Chemie, Sisco Research Laboratories, American Elements, and Stanford Advanced Materials. These players are focused on expanding production capacities, securing long-term sourcing contracts, and strengthening partnerships with EV and renewable energy firms. Research and development investments aimed at improving product purity and efficiency remain a strategic priority.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market scope and definition
• 1.2 Base estimates and calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
  • 1.5.2 Data mining sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news and initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Rising demand for electric vehicles (EVs)
    • 3.6.1.2 Technological advancements in battery chemistry
    • 3.6.1.3 Government incentives and policies
  • 3.6.2 Industry pitfalls and challenges
    • 3.6.2.1 Supply chain disruptions
    • 3.6.2.2 Environmental and regulatory challenges
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Purity, 2021 – 2034 (USD Billion) (Kilo Tons)

• 5.1 Key trends
• 5.2 55%
• 5.3 99%
• 5.4 99.30%
• 5.5 Others

Chapter 6 Market Estimates and Forecast, By Form, 2021 – 2034 (USD Billion) (Kilo Tons)

• 6.1 Key trends
• 6.2 Anhydrous
• 6.3 Monohydrate

Chapter 7 Market Estimates and Forecast, By Application, 2021 – 2034 (USD Billion) (Kilo Tons)

• 7.1 Key trends
• 7.2 Batteries
  • 7.2.1 Lithium-ion batteries
  • 7.2.2 energy storage systems (ESS)
• 7.3 Greases and lubricants
• 7.4 Glass and ceramics
• 7.5 Air conditioning and humidification systems
• 7.6 Chemical synthesis
• 7.7 Carbon dioxide absorption
• 7.8 Others

Chapter 8 Market Estimates and Forecast, By End Use, 2021 – 2034 (USD Billion) (Kilo Tons)

• 8.1 Key trends
• 8.2 Automotive
  • 8.2.1 Electric vehicles (EVs)
  • 8.2.2 Hybrid electric vehicles (HEVs)
• 8.3 Electronics and energy storage
• 8.4 Industrial manufacturing
• 8.5 Aerospace
• 8.6 Chemical
• 8.7 Others

Chapter 9 Market Estimates and Forecast, By Region, 2021 – 2034 (USD Billion) (Kilo Tons)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Netherlands
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 Middle East and Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 South Africa
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 American Elements
• 10.2 Glentham Life Sciences
• 10.3 Loba Chemie
• 10.4 Merck
• 10.5 MP Biomedicals
• 10.6 Nanografi
• 10.7 Sisco Research Laboratories
• 10.8 Stanford Advanced Materials
• 10.9 Thermo Fisher Scientific
• 10.10 Vishnupriya Chemicals