查看購物車
  • Simplified Chinese
  • English
  • Japanese
封面
市場調查報告書
商品編碼
1892711

鈉離子電池材料市場機會、成長促進因素、產業趨勢分析及預測（2025-2034年）

Sodium Ion Battery Material Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034
出版日期: | 出版商: Global Market Insights Inc. | 英文 190 Pages | 商品交期: 2-3個工作天內

價格
簡介目錄

2024年全球鈉離子電池材料市場價值為21億美元，預計2034年將以30%的複合年成長率成長至288億美元。

鈉離子電池材料市場 - IMG1

隨著普魯士藍類似物（PBA）正極材料的創新和高倍率性能的提升，這項技術正超越早期研發階段，邁向更廣泛的商業化應用。能量密度提升至160-175 Wh/kg，加上多GWh級產能的擴張，正加速其在全球的普及。政府的支持性措施也鼓勵對鈉離子電池生產的投資，因為全球利害關係人的目標是減少對鋰基材料的依賴。透過各種激勵計劃推動國內供應鏈的發展，進一步加強了產業基礎設施。隨著性能的提升和資本需求的降低，鈉離子電池系統正擴大應用於電網級儲能、備用電源網路、微電網和短途出行等領域。一些地區正在積極推進生產，以緩解關鍵礦物供應鏈的壓力，而硬碳負極、電池組裝工藝和回收設施的持續進步，也為該技術的大規模部署奠定了基礎。

市場範圍
起始年份 2024
預測年份 2025-2034
起始值 21億美元
預測值 288億美元
複合年成長率 30%

2024年，常溫（NAIBS）系統市佔率達到77.4%，預計到2034年將以29.4%的複合年成長率成長。其快速融入商業應用，加上有利的成本優勢以及與固定式儲存和短程行動應用的高度相容性，正在鞏固其作為關鍵技術的地位。隨著下一代PBA和層狀氧化物材料的生產在多個工廠擴大規模，預計該市場將繼續成長。

2024年，中型系統市場規模達到8.837億美元，主要得益於商業和工業應用領域（包括備用電源網路、配電級能源和微電網環境）裝機量的成長。中型系統具有良好的適應性和易於部署的特點，使其成為資料密集型環境、電信以及高需求充電解決方案的理想選擇。

2024年，北美鈉離子電池材料市佔率達到21.3%，並隨著大規模儲能需求和再生能源裝置容量擴張的增加而持續成長。該地區受益於有利的財政政策、採購要求以及關鍵原料的供應，從而確保了穩定的供應。美國和加拿大的公用事業公司正在評估鈉離子系統在長時儲能、增強電網韌性和提高低溫性能的應用。微電網和偏遠地區電氣化的發展也使北美成為鈉離子電池商業部署的新興熱點地區。數據網路和通訊基礎設施正在擴大鈉離子技術的應用，以提升可靠性和電力穩定性。

目錄

第1章：方法論與範圍

第2章：執行概要

第3章：行業洞察

  • 產業生態系分析
    • 供應商格局
    • 利潤率
    • 每個階段的價值增加
    • 影響價值鏈的因素
    • 中斷
  • 產業影響因素
    • 成長促進因素
      • 關鍵礦產獨立性：消除對鋰、鈷和鎳的依賴
      • 成本競爭力：規模化生產成本比磷酸鐵鋰低20-30%。
      • 寒冷氣候性能：-40°C 下產能維持率 >90%，協助開拓北部市場
    • 產業陷阱與挑戰
      • 能量密度較低：140-175 Wh/kg，限制了乘用電動車的普及。
      • 標準與認證差距：缺乏鈉離子特異性偵測規程
      • 硬碳負極材料供應受限：國內產能有限
    • 市場機遇
      • 美國公用事業規模電池新增裝置容量22,255兆瓦（2023-2026年），主要面向固定式儲能。
      • 國防與軍事應用：符合 BABA 標準的國內供應鏈
      • 高循環壽命頻率調節：>50,000 次循環，可實現 110 美元/千瓦/年的收入
  • 成長潛力分析
  • 監管環境
    • 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
    • 依電池技術類型
  • 未來市場趨勢
  • 技術與創新格局
    • 當前技術趨勢
    • 新興技術
  • 專利格局
  • 貿易統計（HS編碼）（註：僅提供重點國家的貿易統計資料）
    • 主要進口國
    • 主要出口國
  • 永續性和環境方面
    • 永續實踐
    • 減少廢棄物策略
    • 生產中的能源效率
    • 環保舉措
  • 碳足跡考量

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
    • 合作夥伴關係與合作
    • 新產品發布
    • 擴張計劃

第5章：市場估計與預測：依電池技術類型分類，2021-2034年

  • 室溫鈉離子電池
    • 普魯士藍類似物（PBA）陰極
    • 層狀過渡金屬氧化物陰極
    • 多聚陰離子陰極
  • 高溫熔融
    • 鈉硫（NaS）電池
    • 鈉-金屬鹵化物（Na-NiCl2/ZEBRA）電池
    • 中溫鈉電池（<200°C）
  • 固態電池
    • 陶瓷固體電解質
    • 聚合物固態電解質

第6章：市場估計與預測：依產能規模分類，2021-2034年

  • 小型（<100千瓦）
  • 中型（100千瓦-10兆瓦）
  • 大型（10兆瓦-100兆瓦）
  • 超大型（>100兆瓦）

第7章：市場估計與預測：依應用領域分類，2021-2034年

  • 電網級儲能
    • 頻率調節及輔助服務
    • 能源套利與削峰
    • 再生能源併網與鞏固
    • 輸配電升級延期
    • 黑色啟動與電網韌性
  • 商業及工業倉儲
    • 資料中心和電信備用電源
    • 工業削峰與需量反應
    • 微電網和分散式發電支持
    • 電動車快速充電基礎設施
  • 住宅儲能
    • 太陽能自用及備用
    • 虛擬電廠（VPP）聚合
  • 電動汽車應用
    • 乘用電動車（純電動車和插電式混合動力車）
    • 二輪車和三輪車
    • 商用巴士和重型卡車
    • 電池更換系統
  • 國防與軍事
    • 軍用車輛和攜帶式電源
    • 遠端安裝和關鍵基礎設施

第8章：市場估算與預測：依最終用途分類，2021-2034年

  • 電力公司和獨立發電商
  • 電信與資料中心
  • 汽車原始設備製造商和電動汽車製造商
  • 工業與製造業
  • 再生能源開發商
  • 政府與國防

第9章：市場估計與預測：依地區分類，2021-2034年

  • 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

  • Altris AB
  • AMTE Power plc
  • BYD
  • CATL (Contemporary Amperex Technology Co., Ltd.)
  • Hina Battery
  • NGK Insulators
  • Natron Energy, Inc.
  • Reliance
  • Tiamat Energy (Neogy)
  • Xiamen Tob New Technology Co Ltd
簡介目錄
Product Code: 15435

The Global Sodium Ion Battery Material Market was valued at USD 2.1 billion in 2024 and is estimated to grow at a CAGR of 30% to reach USD 28.8 billion by 2034.

Sodium Ion Battery Material Market - IMG1

This technology is moving beyond early-stage development and progressing toward broader commercialization as innovations in prussian blue analog (PBA) cathodes and improved high-rate capabilities continue to gain traction. Energy density enhancements reaching 160-175 Wh/kg, combined with expanding multi-GWh manufacturing capacity, are accelerating worldwide adoption. Supportive government initiatives are also encouraging investment in sodium-ion production as global stakeholders aim to reduce dependence on lithium-based materials. The push toward domestic supply chains through various incentive programs is further strengthening industry infrastructure. As performance improves and capital requirements decline, sodium-ion systems are increasingly being incorporated into grid-scale storage, backup power networks, microgrids, and short-distance mobility applications. Several regions are promoting production to ease the pressure on critical mineral supply chains, while ongoing advancements in hard-carbon anodes, cell assembly processes, and recycling facilities position the technology for large-scale deployment.

Market Scope
Start Year2024
Forecast Year2025-2034
Start Value$2.1 Billion
Forecast Value$28.8 Billion
CAGR30%

The ambient-temperature (NAIBS) systems segment held 77.4% in 2024 and is projected to grow at a CAGR of 29.4% through 2034. Their rapid integration into commercial uses, combined with favorable cost profiles and strong compatibility with stationary storage and short-range mobility, is reinforcing their role as a key technology. Growth is expected to continue as production of next-generation PBA and layered-oxide materials is expanded across multiple facilities.

The medium-scale systems segment generated USD 883.7 million in 2024, supported by rising installations across commercial and industrial applications, including backup power networks, distribution-level energy resources, and microgrid environments. Their adaptability and straightforward deployment make them an appealing choice for data-intensive environments, telecommunications, and solutions that assist high-demand charging operations.

North America Sodium Ion Battery Material Market accounted for 21.3% share in 2024 and continues to gain momentum as demand for large-scale energy storage and renewable capacity expansion increases. The region benefits from supportive financial policies, procurement requirements, and access to essential raw materials, enabling consistent supply availability. Utilities across the U.S. and Canada are evaluating sodium-ion systems for long-duration storage, resilience enhancement, and effective cold-weather performance. Growing interest in microgrids and electrification of remote areas also positions North America as an emerging hotspot for commercial deployment. Data networks and communication infrastructure are expanding their use of sodium-ion technology to support reliability and power stability.

Key participants in the Sodium Ion Battery Material Market include Altris AB, AMTE Power plc, BYD, CATL (Contemporary Amperex Technology Co., Ltd.), Hina Battery, NGK Insulators, Natron Energy, Inc., Reliance, Tiamat Energy (Neogy), and Xiamen Tob New Technology Co. Ltd. Companies active in the Sodium Ion Battery Material Market are adopting several strategies to enhance their competitive edge and broaden their market reach. Many are rapidly scaling manufacturing capacity to support multi-GWh output, enabling cost reductions and improved supply stability. Firms are investing heavily in advanced anode and cathode material development to boost energy density, cycle life, and performance in extreme temperatures. Strategic collaborations with energy storage developers and mobility solution providers are strengthening integration across end-use sectors. Organizations are also focusing on regional production localization to benefit from policy incentives and reduce supply chain risks.

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 Battery Technology Type
    • 2.2.3 Capacity Size
    • 2.2.4 Application
    • 2.2.5 End use
  • 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 Critical Mineral Independence: Eliminating Lithium, Cobalt & Nickel Dependencies
      • 3.2.1.2 Cost Competitiveness: 20-30% Lower Production Costs vs. LFP at Scale
      • 3.2.1.3 Cold-Climate Performance: >90% Capacity Retention at -40°C Enabling Northern Markets
    • 3.2.2 Industry pitfalls and challenges
      • 3.2.2.1 Lower Energy Density: 140-175 Wh/kg Limiting Passenger EV Adoption
      • 3.2.2.2 Standards & Certification Gaps: Lack of Sodium-Ion-Specific Testing Protocols
      • 3.2.2.3 Hard Carbon Anode Supply Constraints: Limited Domestic Production Capacity
    • 3.2.3 Market opportunities
      • 3.2.3.1 22,255 MW U.S. Utility-Scale Battery Additions (2023-2026) Targeting Stationary Storage
      • 3.2.3.2 Defense & Military Applications: BABA-Compliant Domestic Supply Chains
      • 3.2.3.3 High-Cycle-Life Frequency Regulation: >50,000 Cycles Enabling $110/kW-yr Revenue
  • 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
  • 3.7 Price trends
    • 3.7.1 By region
    • 3.7.2 By Battery Technology 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 Battery Technology Type, 2021-2034 (USD Billion) (Kilo Tons)

  • 5.1 Key trends
  • 5.2 Ambient-Temperature NaIBs
    • 5.2.1 Prussian Blue Analog (PBA) Cathodes
    • 5.2.2 Layered Transition Metal Oxide Cathodes
    • 5.2.3 Polyanion Cathodes
  • 5.3 High-Temperature Molten
    • 5.3.1 Sodium-Sulfur (NaS) Batteries
    • 5.3.2 Sodium-Metal Halide (Na-NiCl2/ZEBRA) Batteries
    • 5.3.3 Intermediate-Temperature Sodium Batteries (<200°C)
  • 5.4 Solid State Battery
    • 5.4.1 Ceramic Solid Electrolytes
    • 5.4.2 Polymer Solid Electrolytes

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

  • 6.1 Key trends
  • 6.2 Small-Scale (<100 kW)
  • 6.3 Medium-Scale (100 kW - 10 MW)
  • 6.4 Large-Scale (10 MW - 100 MW)
  • 6.5 Extra-Large-Scale (>100 MW)

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

  • 7.1 Key trends
  • 7.2 Grid-Scale Energy Storage
    • 7.2.1 Frequency Regulation & Ancillary Services
    • 7.2.2 Energy Arbitrage & Peak Shaving
    • 7.2.3 Renewable Energy Integration & Firming
    • 7.2.4 Transmission & Distribution Upgrade Deferral
    • 7.2.5 Black Start & Grid Resilience
  • 7.3 Commercial & Industrial Storage
    • 7.3.1 Data Center & Telecom Backup Power
    • 7.3.2 Industrial Peak Shaving & Demand Response
    • 7.3.3 Microgrid & Distributed Generation Support
    • 7.3.4 EV Fast Charging Infrastructure
  • 7.4 Residential Energy Storage
    • 7.4.1 Solar Self-Consumption & Backup
    • 7.4.2 Virtual Power Plant (VPP) Aggregation
  • 7.5 Electric Vehicle Applications
    • 7.5.1 Passenger Electric Vehicles (BEVs & PHEVs)
    • 7.5.2 Two-Wheelers & Three-Wheelers
    • 7.5.3 Commercial Buses & Heavy-Duty Trucks
    • 7.5.4 Battery Swapping Systems
  • 7.6 Defense & Military
    • 7.6.1 Military Vehicles & Portable Power
    • 7.6.2 Remote Installations & Critical Infrastructure

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

  • 8.1 Key trends
  • 8.2 Electric Utilities & IPPs
  • 8.3 Telecommunications & Data Centers
  • 8.4 Automotive OEMs & EV Manufacturers
  • 8.5 Industrial & Manufacturing
  • 8.6 Renewable Energy Developers
  • 8.7 Government & Defense

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 Altris AB
  • 10.2 AMTE Power plc
  • 10.3 BYD
  • 10.4 CATL (Contemporary Amperex Technology Co., Ltd.)
  • 10.5 Hina Battery
  • 10.6 NGK Insulators
  • 10.7 Natron Energy, Inc.
  • 10.8 Reliance
  • 10.9 Tiamat Energy (Neogy)
  • 10.10 Xiamen Tob New Technology Co Ltd