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市場調查報告書

商品編碼

1917958

稀土元素磁鐵市場－2026-2031年預測

Rare Earth Magnets Market - Forecast from 2026 to 2031

出版日期: 2026年01月09日 | 出版商:

Knowledge Sourcing Intelligence | 英文 148 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

稀土元素磁鐵市場預計將從 2025 年的 180.58 億美元成長到 2031 年的 249.68 億美元，複合年成長率為 5.55%。

稀土元素永磁體，主要是釹鐵硼（NdFeB）和釤鈷（SmCo），在市售磁性材料中仍保持最高的性能，其剩磁通常大於1.2 T，最大磁能積（BH<sub>max</sub>）大於50 MGOe。這些指標優於鐵氧體（0.4-0.5 T）和鋁鎳鈷（0.7-1.3 T）等替代材料，因此稀土元素磁體對於需要在最小體積內實現最大磁通密度的應用至關重要。 NdFeB和SmCo都非常脆且易腐蝕，幾乎所有成品都需要保護塗層（例如Ni-Cu-Ni、環氧樹脂或聚對二甲苯）。

推動稀土元素磁鐵市場成長的因素

需求持續受到三大相互關聯的結構性趨勢的驅動：交通運輸的電氣化、可再生能源發電的擴張以及家用電子電器的微型化。電池式電動車和混合動力乘用車中的電動牽引馬達幾乎全部在其轉子組件中使用燒結釹鐵硼磁鐵，每輛車的磁鐵負載量根據架構和性能等級的不同，從 1.5 公斤到 3.5 公斤不等。直驅風力渦輪機，特別是 10 兆瓦以上的離岸風力發電機組，每兆瓦裝置容量消耗 600 至 800 公斤釹鐵硼磁鐵。同時，受觸覺致致動器、揚聲器驅動裝置和硬碟音圈馬達等產品的廣泛應用推動，消費性電子和資料中心領域的需求保持穩定。

限制稀土元素磁體市場的因素

供應鏈脆弱性和價格波動仍然是主要不利因素。中國幾乎完全控制礦產開採量、分離能力和磁鐵生產，並定期調整用於高矯頑力磁鐵的關鍵重稀土元素（鏑和鋱）的出口配額，導致價格大幅上漲。高能耗的分離和精煉製程易受電費上漲和環境法規合規成本的影響，進一步加劇了成本向下游消費者的轉嫁。這些因素會週期性地降低需求彈性，獎勵積極推行材料替代和拓樸最佳化方案，以減少或消除重稀土元素的含量。

稀土元素磁鐵市場的地理展望

亞太地區在整個價值鏈中佔據主導地位。僅中國就佔據了全球大部分燒結釹鐵硼和釤鈷磁鐵產能，並擁有從礦山開採到磁鐵製造的完整供應鏈。在其他地區，以可比較成本複製此模式實屬不易。日本（主要是日立金屬和信越磁業）擁有高矯頑力、高溫磁鐵領域的領先專利組合，而越南和印度的新興磁鐵工廠則專注於低品位、成本敏感型磁鐵市場。此外，該地區還受益於與全球最大的電動車、風力發電機和家用電子電器製造地共用位置，從而最大限度地降低了物流成本和前置作業時間。

歐洲和北美在稀土初級生產中仍處於邊緣地位。由於核准流程漫長且加工成本高昂，歐洲在全球稀土開採和磁鐵製造中所佔佔有率幾乎可以忽略不計。北美的產能僅限於少數幾家特種釤鈷生產商和一個正在尋求國防和航太應用認證的釹鐵硼試點計劃。這兩個地區仍然高度依賴進口，而持續的成本劣勢阻礙了其建立戰略儲備和實現來源多元化的努力。

業內相關人員預測，磁體市場將繼續按性能等級進行細分。汽車和風力發電應用領域將擴大採用鏑含量較低和晶界擴散（GBD）等級的磁體，以降低供應風險；而國防、醫學成像（MRI）和高轉速工業電機領域仍願意為最大矯頑力和熱穩定性支付溢價。廢舊磁鐵的回收和製造廢料的直接再利用在技術上取得了進步，但經濟效益仍然小規模。

總之，稀土元素磁鐵產業的特點是需求結構性成長強勁，但同時也面臨顯著的供應集中風險。在磁鐵成本和供貨情況日益影響系統級設計決策的環境下，能夠獲得長期承購合約、實施材料高效的馬達拓撲結構或對其他磁鐵供應商進行資格認證的原始設備製造商（OEM）將獲得顯著的競爭優勢。

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深入分析：取得以客戶群、政府政策和社會經濟因素、消費者偏好、垂直產業和其他細分市場為重點的深入市場洞察，涵蓋主要地區和新興地區。
競爭格局：了解主要企業採取的策略舉措，並了解透過正確的策略打入市場的潛力。
市場促進因素與未來趨勢：探索動態因素和關鍵市場趨勢，以及它們將如何塑造未來的市場發展。
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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

分析範圍

歷史資料（2021-2025 年）和預測資料（2026-2031 年）
成長機會、挑戰、供應鏈前景、法規結構、客戶行為和趨勢分析
競爭對手定位、策略和市場佔有率分析
按業務板塊和地區（國家）分類的收入成長和預測分析
公司概況（策略、產品、財務資訊、關鍵趨勢等）

Rare-earth permanent magnets, primarily neodymium-iron-boron (NdFeB) and samarium-cobalt (SmCo), remain the highest-performance commercially available magnetic materials, routinely achieving remanence values exceeding 1.2 T and energy products (BH)max above 50 MGOe. These metrics far surpass ferrite (0.4-0.5 T) and alnico (0.7-1.3 T) alternatives, making rare-earth magnets indispensable in applications demanding maximum flux density within minimal volume. Both NdFeB and SmCo exhibit extreme brittleness and corrosion susceptibility, necessitating protective coatings (Ni-Cu-Ni, epoxy, or parylene) in virtually all finished assemblies.

Rare Earth Magnets Market Growth Drivers

Demand continues to be propelled by three interlocking structural trends: electrification of mobility, expansion of renewable generation, and miniaturization of consumer electronics. Electric traction motors in battery-electric and hybrid passenger vehicles rely almost exclusively on sintered NdFeB for rotor assemblies, with typical magnet loading per vehicle ranging from 1.5-3.5 kg depending on architecture and performance class. Direct-drive wind turbine generators, particularly offshore units above 10 MW, consume 600-800 kg of NdFeB per megawatt installed. Meanwhile, the proliferation of haptic actuators, loudspeaker drivers, and hard-disk voice-coil motors sustains steady volume in consumer and data-center segments.

Rare Earth Magnets Market Constraints

Supply-chain fragility and price volatility remain the dominant headwinds. China continues to exercise near-total control over mined output, separation capacity, and magnet production, creating periodic export quota adjustments that trigger sharp price spikes for key heavy rare-earth elements (dysprosium, terbium) used in high-coercivity grades. Energy-intensive separation and refining processes are vulnerable to electricity tariff escalation and environmental compliance costs, further amplifying cost transmission to downstream consumers. These factors periodically depress demand elasticity and incentivize aggressive material-substitution and topology-optimization programs aimed at reducing or eliminating heavy rare-earth content.

Rare Earth Magnets Market Geographical Outlook

Asia-Pacific retains overwhelming dominance across the entire value chain. China alone accounts for the vast majority of global sintered NdFeB and SmCo production capacity, supported by integrated mining-to-magnet supply chains that are difficult to replicate elsewhere at comparable cost. Japan hosts the leading high-coercivity and high-temperature patent portfolios (primarily Hitachi Metals and Shin-Etsu), while emerging Vietnamese and Indian magnet plants focus on lower-grade, cost-sensitive segments. The region benefits from co-location with the world's largest EV, wind turbine, and consumer-electronics manufacturing bases, minimizing logistics costs and lead times.

Europe and North America remain marginal players in primary production. Europe's share of global rare-earth mining and magnet manufacturing is effectively negligible, constrained by protracted permitting timelines and elevated processing costs. North American capacity is limited to a handful of specialty SmCo producers and emerging pilot-scale NdFeB projects targeting defense and aerospace qualifications. Both regions remain heavily import-dependent, with strategic stockpiling and diversification initiatives progressing slowly against entrenched cost disadvantages.

Industry participants anticipate continued segmentation by performance tier. Automotive and wind-power applications will increasingly specify dysprosium-lean or grain-boundary-diffusion (GBD) grades to mitigate supply risk, while defense, medical imaging (MRI), and high-rpm industrial motors will retain willingness to pay premiums for maximum coercivity and thermal stability. Recycling of end-of-life magnets and direct reuse of production swarf are gaining technical traction but remain sub-scale economically.

In conclusion, the rare-earth magnet sector is characterized by robust, structurally underpinned demand growth offset by acute supply concentration risk. OEMs able to secure long-term contractual offtake, implement material-efficient motor topologies, or qualify alternative magnet suppliers will achieve meaningful competitive advantage in an environment where magnet cost and availability increasingly dictate system-level design decisions.

Key Benefits of this Report:

Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

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

Report Coverage:

Historical data from 2021 to 2025 & forecast data from 2026 to 2031
Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
Competitive Positioning, Strategies, and Market Share Analysis
Revenue Growth and Forecast Assessment of segments and regions including countries
Company Profiling (Strategies, Products, Financial Information), and Key Developments among others.

Market Segmentation:

By End-User
Automotive
Consumer electronics
Medical
Energy
Others
By Type
Neodymium-Iron-Boron (NdFeB) Magnets
Samarium-Cobalt (SmCo) Magnets
By Geography
North America
USA
Canada
Mexico
South America
Brazil
Argentina
Others
Europe
Germany
France
United Kingdom
Spain
Others
Middle East and Africa
Saudi Arabia
UAE
Others
Asia Pacific
China
India
Japan
South Korea
Indonesia
Thailand
Others

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

2.1. Market Overview
2.2. Market Definition
2.3. Scope of the Study
2.4. Market Segmentation

3. BUSINESS LANDSCAPE

3.1. Market Drivers
3.2. Market Restraints
3.3. Market Opportunities
3.4. Porter's Five Forces Analysis
3.5. Industry Value Chain Analysis
3.6. Policies and Regulations
3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. RARE EARTH MAGNETS MARKET BY END-USER

5.1. Introduction
5.2. Automotive
5.3. Consumer electronics
5.4. Medical
5.5. Energy
5.6. Others

6. RARE EARTH MAGNETS MARKET BY TYPE

6.1. Introduction
6.2. Neodymium-Iron-Boron (NdFeB) Magnets
6.3. Samarium-Cobalt (SmCo) Magnets

7. RARE EARTH MAGNETS MARKET BY GEOGRAPHY

7.1. Introduction
7.2. North America
- 7.2.1. USA
- 7.2.2. Canada
- 7.2.3. Mexico
7.3. South America
- 7.3.1. Brazil
- 7.3.2. Argentina
- 7.3.3. Others
7.4. Europe
- 7.4.1. Germany
- 7.4.2. France
- 7.4.3. United Kingdom
- 7.4.4. Spain
- 7.4.5. Others
7.5. Middle East and Africa
- 7.5.1. Saudi Arabia
- 7.5.2. UAE
- 7.5.3. Others
7.6. Asia Pacific
- 7.6.1. China
- 7.6.2. India
- 7.6.3. Japan
- 7.6.4. South Korea
- 7.6.5. Indonesia
- 7.6.6. Thailand
- 7.6.7. Others