![]() |
市場調查報告書
商品編碼
1866552
全球電池材料市場-2025-2030年預測Global Battery Materials Market - Forecasts from 2025 to 2030 |
||||||
預計電池材料市場將從 2025 年的 610.85 億美元成長到 2030 年的 822.51 億美元,年複合成長率為 6.13%。
電池材料市場是儲能產業的核心組成部分,其成長主要受電動車、家用電子電器產品、醫療設備和潛水艇等應用領域對二次電池需求激增的推動。可支配收入的成長、可再生能源投資的增加以及汽車產業(尤其是電動車)的強勁成長,都是推動市場發展的因素。然而,一次電池需求的下降對整體市場擴張構成了挑戰。
本報告檢驗了當前電池材料市場的需求、供應和銷售趨勢,以及影響該市場發展的最新動態。報告全面分析了關鍵促進因素、阻礙因素和機遇,並詳細說明了區域產業趨勢、政策和法規,以幫助相關人員深入了解法規結構和市場動態。
我們的競爭情報是基於廣泛的二手研究,包括產業協會調查、分析師報告、投資者報告、新聞稿和學術期刊,識別出主要企業及其收入貢獻。市場規模採用由下而上和自上而下的方法計算,並經國際電池材料價值鏈相關人員的第一手資訊檢驗。我們全面的市場分析整合了各種資訊來源和專有資料集,運用資料三角驗證技術,提供準確的市場區隔和預測。我們透過分析敘述、圖表和圖形呈現洞察,以幫助讀者有效率地理解。 2024年全球市場價值約543億美元,預計2030年將達到947億美元,複合年成長率為9.7%。主要企業簡介包括:優美科、旭化成株式會社、三菱化學株式會社、日立化成株式會社、東麗株式會社、陶氏化學公司、BASF股份公司、KUREHA株式會社、住友金屬礦業株式會社、昭和電工株式會社和莊信萬豐公司。
主要亮點
成長要素
二次電池的日益普及(預計2024年全球電動車銷量將達到1,600萬輛)正顯著推動對鋰、鈷和鎳等材料的需求。可支配收入的成長(預計2024年全球成長4%)推動了攜帶式電子產品和汽車的購買,從而提振了對電池材料的需求。對可再生能源的投資(預計2024年全球投資額將達6,000億美元)將增加對儲能解決方案的需求。汽車產業的成長,尤其是在亞太地區(預計2024年電動車產量將成長12%),將進一步加速市場擴張。
抑制因素
由於一次電池(2024年預計將下降5%),不可充電電池的應用減少,這將抑制市場成長。供應鏈限制,包括鈷和鋰的短缺,將導致2024年材料成本上漲8%。此外,對採礦活動的監管壓力,尤其是在非洲,也加劇了營運挑戰。
細分市場分析
按材料分類:鋰離子電池材料預計到2024年將佔據65%的市場佔有率,主導主要得益於其在電動車和電子設備中日益成長的普及度。用於高性能應用的鎳和鈷材料也呈現穩步成長的態勢。
按應用領域分類:電動車將主導潮流,佔需求的 50%,其次是家用電子電器和能源儲存系統。
按最終用戶分類:汽車產業佔比最大,而可再生能源和醫療設備產業正在快速擴張。
區域分析
亞太地區預計到2024年將佔據45%的市場佔有率,主要得益於中國電動車的生產以及2,000億美元的可再生能源投資。北美緊隨其後,市場佔有率將達到30%,這得益於美國的電動車激勵政策和電池製造業的成長。歐洲將以10%的複合年成長率成長,主要受歐盟綠色能源政策的推動,歐盟計劃在2024年投資1,500億美元。
本報告為業內人士提供關於市場趨勢、監管環境和競爭動態的關鍵洞察。報告重點闡述了電動車和可再生能源應用領域的機遇,同時也探討了供應鏈和一次電池面臨的挑戰。嚴謹的調查方法,結合一手和二手數據,確保了預測的可靠性,使相關人員能夠應對複雜的市場環境,並優先考慮在這一重要的儲能領域的投資。
它是用來做什麼的?
產業與市場洞察、商業機會評估、產品需求預測、打入市場策略、地理擴張、資本投資決策、法律規範及其影響、新產品開發、競爭影響
The Battery Material Market is expected to expand from USD 61.085 billion in 2025 to USD 82.251 billion in 2030, with a 6.13% CAGR.
The battery materials market is a pivotal segment of the energy storage industry, driven by the surging demand for secondary batteries in applications such as electric vehicles (EVs), consumer electronics, medical devices, and submarines. The market is propelled by rising disposable incomes, increased investments in renewable energy, and the robust growth of the automotive sector, particularly EVs. However, the declining demand for primary batteries poses a challenge to overall market expansion.
This research examines current trends in demand, supply, and sales, alongside recent developments shaping the battery materials market. It provides a comprehensive analysis of key drivers, restraints, and opportunities, detailing industry trends, policies, and regulations across geographical regions to equip stakeholders with insights into the regulatory framework and market dynamics.
Competitive intelligence identifies major industry players and their revenue contributions, derived from extensive secondary research, including industry association studies, analyst reports, investor presentations, press releases, and journals. Market size for the overall sector and key segments was determined using bottom-up and top-down methodologies, validated with primary inputs from stakeholders in the global battery materials value chain. Comprehensive market engineering integrated data from diverse sources and proprietary datasets, employing data triangulation for accurate market breakdown and forecasting. Insights are presented through analytical narratives, charts, and graphics for efficient comprehension. The global market was valued at approximately USD 54.3 billion in 2024 and is projected to reach USD 94.7 billion by 2030, growing at a CAGR of 9.7%. Key players profiled include Umicore, Asahi Kasei Corporation, Mitsubishi Chemical Corporation, Hitachi Chemical Co., Ltd., Toray Industries, Inc., The Dow Chemical Company, BASF SE, KUREHA CORPORATION, Sumitomo Metal Mining Co Ltd., SHOWA DENKO K.K., and Johnson Matthey.
Key Highlights
Growth Drivers
The rising adoption of secondary batteries, with global EV sales reaching 16 million units in 2024, significantly drives demand for materials like lithium, cobalt, and nickel. Increasing disposable incomes, up 4% globally in 2024, fuel purchases of portable electronics and vehicles, boosting battery material needs. Investments in renewable energy, with USD 600 billion allocated globally in 2024, enhance demand for energy storage solutions. The automotive sector's growth, particularly in Asia Pacific, where EV production rose 12% in 2024, further accelerates market expansion.
Restraints
The year-over-year decline in primary battery demand, down 5% in 2024, limits market growth as non-rechargeable applications wane. Supply chain constraints, including cobalt and lithium shortages, increase material costs by 8% in 2024. Regulatory pressures on mining practices in regions like Africa add operational challenges.
Segmentation Analysis
By Material: Lithium-ion battery materials dominate with a 65% share in 2024, driven by widespread adoption in EVs and electronics. Nickel and cobalt materials grow steadily for high-performance applications.
By Application: EVs lead, accounting for 50% of demand, followed by consumer electronics and energy storage systems.
By End-User: Automotive holds the largest share, with renewable energy and medical devices expanding rapidly.
Regional Analysis
Asia Pacific commands a 45% market share in 2024, driven by China's EV production and USD 200 billion in renewable energy investments. North America follows with 30%, supported by U.S. EV incentives and battery manufacturing growth. Europe grows at a 10% CAGR, bolstered by EU green energy policies investing USD 150 billion in 2024.
This report equips industry experts with critical insights into market trends, regulatory landscapes, and competitive dynamics. It highlights opportunities in EV and renewable energy applications while addressing supply chain and primary battery challenges. The rigorous methodology, blending primary and secondary data, ensures reliable projections, enabling stakeholders to navigate complexities and prioritize investments in this essential energy storage sector.
What do businesses use our reports for?
Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence
Segmentation