電池黏合劑材料市場機會、成長動力、產業趨勢分析及2025-2034年預測

2024年，全球電池黏合劑材料市場規模達12億美元，預計到2034年將以16.6%的複合年成長率成長，達到57億美元。這一成長趨勢主要受電動車、行動電子設備和再生能源儲存系統等多個高成長領域對鋰離子電池日益成長的需求的影響。電池黏合劑——用於將活性顆粒固定到電極集流體上的專用聚合物——在設計更高效率、更大容量和更長使用壽命的電池方面變得越來越重要。它們作為結構性“黏合劑”，確保了電池的黏合性和耐用性，直接影響電池的機械完整性和循環性能。

隨著穿戴式裝置和智慧型手機等現代消費性設備中高能量密度、小型電池設計的不斷擴展，黏合劑材料配方的創新也加速了。隨著大型電池儲能系統融入再生能源基礎設施，對長效且熱穩定的黏合劑的需求急劇成長。製造商正致力於生產下一代丙烯酸基黏合劑，以增強電極的黏結力、機械強度和柔韌性。對輕量化組件和環境相容性的日益重視持續引領產品開發，而永續材料的日益普及也進一步提升了先進製造業的需求。

2024年，正極黏合劑市場佔有59.8%的佔有率，預計到2034年複合年成長率為16.5%。這些黏合劑對於在嚴格的充放電循環中保持正極的耐久性和性能至關重要。最常用的材料之一是PVDF（聚偏氟乙烯），它以其強大的耐化學性和耐熱性、可靠的黏合性以及與多種正極材料的兼容性而聞名。正極黏合劑在確保活性材料與集流體表面有效連接方面發揮關鍵作用，有助於提高電池的穩定性和輸出效率。

2024年，溶劑型黏合劑體系市場規模達5.029億美元，預計到2034年將以16.8%的複合年成長率成長。過去，使用NMP的PVDF基溶劑型黏合劑因其優異的附著力、耐化學性和性能而在電池製造領域備受青睞。然而，由於歐洲和北美等主要地區日益嚴格的環境和安全法規，這些材料如今面臨更嚴格的限制。雖然溶劑型系統仍占主導地位，但向水性和更環保的黏合劑技術的轉變正在重塑市場格局，促使製造商在不影響性能的情況下尋求更清潔、更合規的替代品。

2024年，美國電池黏合劑材料市場規模達3.063億美元，預計2034年複合年成長率將達到13.7%。由於電動車的強勁發展、對儲能的大量投資以及根深蒂固的製造業生態系統，美國將繼續蓬勃發展，成為電池黏合劑創新的中心樞紐。聯邦政府對國內電池供應鏈的大力支持，加上對先進黏合劑生產的財政激勵，鞏固了美國在這個快速發展的市場中的立足點。策略性資本注入也正在提升SBR和PVDF等下一代黏合劑材料的生產能力，進一步推動本土發展。

全球電池黏合劑材料市場的主要領導者包括瑞翁株式會社、索爾維公司、科慕公司、中化藍天、東岳集團、阿科瑪公司、吳羽株式會社、上海三愛富新材料、JSR株式會社和山東華夏神舟新材料。這些公司正在大力投資研發，以開發符合全球永續發展目標的環保高性能黏合配方。與電池製造商和原始設備製造商的合作，使得新材料能夠更快地融入下一代電池系統。各公司也在擴大產能並成立合資企業，以增強其區域影響力。為了因應不斷變化的監管環境，市場領導者正在從傳統的溶劑型體系轉向水性體系，同時注重製造過程中的可擴展性和能源效率。

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
  • 供應商格局
  • 利潤率
  • 每個階段的增值
  • 影響價值鏈的因素
  • 中斷
• 產業衝擊力
  • 成長動力
    • 電動車市場擴張
    • 儲能系統部署
    • 消費性電子產品需求成長
    • 電池性能提升要求
  • 產業陷阱與挑戰
    • 材料成本高且價格波動
    • 環境和安全法規
    • 技術性能限制
    • 供應鏈集中風險
  • 市場機會
    • 下一代電池技術
    • 永續和生物基黏合劑的開發
    • 矽陽極技術採用
    • 新興市場滲透
• 成長潛力分析
• 監管格局
  • 北美洲
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東和非洲
• 波特的分析
• PESTEL分析
• 價格趨勢
  • 按地區
  • 依產品類型
• 未來市場趨勢
• 技術和創新格局
  • 當前的技術趨勢
  • 新興技術
• 專利態勢
• 貿易統計（HS編碼）

（註：僅提供重點國家的貿易統計數據

• 主要進口國
• 主要出口國
• 永續性和環境方面
  • 永續實踐
  • 減少廢棄物的策略
  • 生產中的能源效率
  • 環保舉措
• 碳足跡考慮

第4章：競爭格局

• 介紹
• 公司市佔率分析
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • MEA
• 公司矩陣分析
• 主要市場參與者的競爭分析
• 競爭定位矩陣
• 關鍵進展
  • 併購
  • 夥伴關係與合作
  • 新產品發布
  • 擴張計劃

第5章：市場估計與預測：依產品類型，2021-2034

• 主要趨勢
• 聚偏氟乙烯（PVDF）
• 羧甲基纖維素（CMC）
• 丁苯橡膠（SBR）
• 聚丙烯酸（PAA）
• 其他特殊黏合劑

第6章：市場估計與預測：按應用，2021-2034

• 主要趨勢
• 陰極黏合劑應用
  • NCM陰極系統
  • NCA陰極系統
  • LFP陰極系統
  • 高壓正極材料
• 陽極黏合劑應用
  • 石墨陽極系統
  • 矽基陽極系統
  • 鈦酸鋰（LTO）體系
  • 下一代陽極材料

第7章：市場估計與預測：按技術，2021-2034 年

• 主要趨勢
• 溶劑型黏合劑體系
  • 傳統 PVDF 系統
• 水性黏合劑體系
  • CMC/SBR 組合
• 混合黏合劑體系
  • 多組分配方
• 下一代技術
  • 固態電池黏合劑
  • 導電黏合劑網路
  • 自修復材料

第8章：市場估計與預測：按最終用途產業，2021-2034 年

• 主要趨勢
• 汽車產業
  • 電動乘用車
  • 電動商用車
  • 油電混合車
• 消費性電子產品
  • 智慧型手機和平板電腦
  • 筆記型電腦和攜帶式設備
  • 穿戴式電子產品
  • 遊戲和娛樂設備
• 儲能系統
  • 電網規模儲能
  • 住宅儲能
  • 商業和工業存儲
  • 再生能源整合
• 工業應用
  • 物料搬運設備
  • 備用電源系統
  • 電信基礎設施
  • 醫療保健設備

第9章：市場估計與預測：按地區，2021-2034

• 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
  • 歐洲其他地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳洲
  • 韓國
  • 亞太其他地區
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
  • 拉丁美洲其他地區
• 中東和非洲
  • 沙烏地阿拉伯
  • 南非
  • 阿拉伯聯合大公國
  • 中東和非洲其他地區

第10章：公司簡介

• Arkema SA
• Chemours Company
• Dongyue Group
• JSR Corporation
• Kureha Corporation
• Shandong Huaxia Shenzhou New Material
• Shanghai 3F New Materials
• Sinochem Lantian
• Solvay SA
• Zeon Corporation

The Global Battery Binder Materials Market was valued at USD 1.2 billion in 2024 and is estimated to grow at a CAGR of 16.6% to reach USD 5.7 billion by 2034. This upward trend is largely influenced by the escalating demand for lithium-ion batteries across a variety of high-growth sectors such as electric vehicles, mobile electronics, and renewable energy storage systems. Battery binders-specialized polymers used to secure active particles to electrode current collectors-are becoming increasingly vital in designing batteries with greater efficiency, higher capacity, and extended lifespans. Their role as structural "adhesives" ensures cohesive binding and durability, directly impacting the battery's mechanical integrity and cycle performance.

The expansion of energy-dense, compact battery designs for modern consumer devices like wearables and smartphones is accelerating innovation in binder material formulations. With the integration of large-scale battery storage systems into renewable energy infrastructure, the need for long-lasting and thermally stable binders has grown sharply. Manufacturers are focusing on producing next-generation acrylic-based binders to boost electrode cohesion, enhance mechanical strength, and improve flexibility. Rising emphasis on lightweight components and environmental compatibility continues to steer product development, while growing adoption of sustainable materials further elevates demand in advanced manufacturing sectors.

The cathode binders segment held 59.8% share in 2024, with projected growth at a CAGR of 16.5% through 2034. These binders are essential in maintaining cathode durability and performance under rigorous charge-discharge cycles. Among the most used materials is PVDF (polyvinylidene fluoride), known for its robust chemical and thermal resistance, reliable adhesion, and compatibility with a wide range of cathode materials. Cathode binders play a critical role in ensuring that the active materials remain effectively connected to the collector surface, thereby contributing to battery stability and output efficiency.

In 2024, the solvent-based binder systems segment was valued at USD 502.9 million and is projected to grow at a CAGR of 16.8% through 2034. Historically, PVDF-based solvent binders using NMP were favored in battery manufacturing due to their ability to offer superior adhesion, chemical resilience, and performance. However, these materials are now facing tighter restrictions due to increasing environmental and safety regulations in key regions like Europe and North America. While solvent-based systems still dominate, the shift toward water-based and more eco-friendly binder technologies is reshaping the landscape, pushing manufacturers toward cleaner and more compliant alternatives without compromising performance.

United States Battery Binder Materials Market generated USD 306.3 million in 2024, with expected growth at a CAGR of 13.7% through 2034. The nation continues to thrive as a central hub for battery binder innovation, propelled by its robust electric vehicle rollout, significant investments in energy storage, and deep-rooted manufacturing ecosystem. Extensive federal support for domestic battery supply chains, combined with financial incentives for advanced adhesive production, has strengthened the U.S. foothold in this fast-evolving market. Strategic capital infusion is also advancing production capabilities for next-gen binder materials like SBR and PVDF, further driving local development.

Key companies leading the Global Battery Binder Materials Market include Zeon Corporation, Solvay S.A., Chemours Company, Sinochem Lantian, Dongyue Group, Arkema S.A., Kureha Corporation, Shanghai 3F New Materials, JSR Corporation, and Shandong Huaxia Shenzhou New Material. They are investing significantly in R&D to develop environmentally friendly and high-performance binder formulations that meet global sustainability goals. Collaborations with battery cell manufacturers and OEMs are enabling faster integration of new materials into next-generation battery systems. Companies are also expanding production capacity and entering joint ventures to strengthen their regional reach. To comply with shifting regulatory landscapes, market leaders are transitioning from traditional solvent-based systems to water-based alternatives while focusing on scalability and energy efficiency during manufacturing.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/Country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis
• 2.2 Key market trends
  • 2.2.1 Regional
  • 2.2.2 Product type
  • 2.2.3 Application
  • 2.2.4 Technology
  • 2.2.5 End use industry
• 2.3 TAM Analysis, 2025-2034
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 Critical success factors
• 2.5 Future Outlook and Strategic Recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin
  • 3.1.3 Value addition at each stage
  • 3.1.4 Factor affecting the value chain
  • 3.1.5 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Electric vehicle market expansion
    • 3.2.1.2 Energy storage system deployment
    • 3.2.1.3 Consumer electronics demand growth
    • 3.2.1.4 Battery performance enhancement requirements
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High material costs and price volatility
    • 3.2.2.2 Environmental and safety regulations
    • 3.2.2.3 Technical performance limitations
    • 3.2.2.4 Supply chain concentration risks
  • 3.2.3 Market opportunities
    • 3.2.3.1 Next-generation battery technologies
    • 3.2.3.2 Sustainable and bio-based binder development
    • 3.2.3.3 Silicon anode technology adoption
    • 3.2.3.4 Emerging market penetration
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter's analysis
• 3.6 PESTEL analysis
  • 3.6.1 Technology and Innovation landscape
  • 3.6.2 Current technological trends
  • 3.6.3 Emerging technologies
• 3.7 Price trends
  • 3.7.1 By region
  • 3.7.2 By product type
• 3.8 Future market trends
• 3.9 Technology and Innovation landscape
  • 3.9.1 Current technological trends
  • 3.9.2 Emerging technologies
• 3.10 Patent Landscape
• 3.11 Trade statistics (HS code)

( Note: the trade statistics will be provided for key countries only

• 3.11.1 Major importing countries
• 3.11.2 Major exporting countries
• 3.12 Sustainability and environmental aspects
  • 3.12.1 Sustainable practices
  • 3.12.2 Waste reduction strategies
  • 3.12.3 Energy efficiency in production
  • 3.12.4 Eco-friendly initiatives
• 3.13 Carbon footprint consideration

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 By region
    • 4.2.1.1 North America
    • 4.2.1.2 Europe
    • 4.2.1.3 Asia Pacific
    • 4.2.1.4 LATAM
    • 4.2.1.5 MEA
• 4.3 Company matrix analysis
• 4.4 Competitive analysis of major market players
• 4.5 Competitive positioning matrix
• 4.6 Key developments
  • 4.6.1 Mergers & acquisitions
  • 4.6.2 Partnerships & collaborations
  • 4.6.3 New product launches
  • 4.6.4 Expansion plans

Chapter 5 Market Estimates and Forecast, By Product Type, 2021-2034 (USD Million) (Kilo Tons)

• 5.1 Key trends
• 5.2 Polyvinylidene Fluoride (PVDF)
• 5.3 Carboxymethyl Cellulose (CMC)
• 5.4 Styrene-Butadiene Rubber (SBR)
• 5.5 Polyacrylic Acid (PAA)
• 5.6 Other Specialty Binders

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

• 6.1 Key trends
• 6.2 Cathode binder applications
  • 6.2.1 NCM cathode systems
  • 6.2.2 NCA cathode systems
  • 6.2.3 LFP cathode systems
  • 6.2.4 High-voltage Cathode Materials
• 6.3 Anode binder applications
  • 6.3.1 Graphite anode systems
  • 6.3.2 Silicon-based anode systems
  • 6.3.3 Lithium titanate oxide (LTO) systems
  • 6.3.4 Next-generation anode materials

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

• 7.1 Key trends
• 7.2 Solvent-based binder systems
  • 7.2.1 Traditional PVDF systems
• 7.3 Water-based binder systems
  • 7.3.1 CMC/SBR combinations
• 7.4 Hybrid binder systems
  • 7.4.1 Multi-component formulations
• 7.5 Next-generation technologies
  • 7.5.1 Solid-state battery binders
  • 7.5.2 Conductive binder networks
  • 7.5.3 Self-healing materials

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

• 8.1 Key trends
• 8.2 Automotive industry
  • 8.2.1 Electric passenger vehicles
  • 8.2.2 Electric commercial vehicles
  • 8.2.3 Hybrid electric vehicles
• 8.3 Consumer electronics
  • 8.3.1 Smartphones and tablets
  • 8.3.2 Laptops and portable devices
  • 8.3.3 Wearable electronics
  • 8.3.4 Gaming and entertainment devices
• 8.4 Energy storage systems
  • 8.4.1 Grid-scale energy storage
  • 8.4.2 Residential energy storage
  • 8.4.3 Commercial and industrial storage
  • 8.4.4 Renewable energy integration
• 8.5 Industrial applications
  • 8.5.1 Material handling equipment
  • 8.5.2 Backup power systems
  • 8.5.3 Telecommunications infrastructure
  • 8.5.4 Medical and healthcare devices

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 Rest of Europe
• 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
  • 9.4.6 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
  • 9.5.4 Rest of Latin America
• 9.6 Middle East and Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 South Africa
  • 9.6.3 UAE
  • 9.6.4 Rest of Middle East and Africa

Chapter 10 Company Profiles

• 10.1 Arkema S.A.
• 10.2 Chemours Company
• 10.3 Dongyue Group
• 10.4 JSR Corporation
• 10.5 Kureha Corporation
• 10.6 Shandong Huaxia Shenzhou New Material
• 10.7 Shanghai 3F New Materials
• 10.8 Sinochem Lantian
• 10.9 Solvay S.A.
• 10.10 Zeon Corporation