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市場調查報告書

商品編碼

1995837

全球釤鈷磁鐵市場：策略性洞察與預測（2026-2031年）

Global Samarium Cobalt Magnet Market - Strategic Insights and Forecasts (2026-2031)

出版日期: 2026年02月25日 | 出版商:

Knowledge Sourcing Intelligence | 英文 141 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

全球釤鈷磁鐵市場預計將以 5.1% 的複合年成長率成長，從 2026 年的 6.342 億美元成長到 2031 年的 8.134 億美元。

全球釤鈷（SmCo）磁體市場在先進材料和稀土元素磁體產業中佔據至關重要的戰略地位。釤鈷磁鐵以其卓越的磁力、優異的熱穩定性（高等級產品最高可達350 度C ）和強大的耐腐蝕性而著稱，是動作溫度、高溫環境和關鍵任務應用的首選永磁解決方案。受全球電動車普及率的加速提升、國防現代化投入的增加以及精密磁性元件在先進工業系統中日益普及的推動，汽車、航太和醫療等行業對釤鈷磁鐵的需求正在不斷成長。供應鏈趨勢，特別是中美兩國稀土元素材料採購相關法規的演變，正在重塑市場競爭格局，並為歐美市場的國內生產擴張創造機會。

市場促進因素

汽車產業需求的成長是釤鈷磁鐵市場最重要的成長要素之一。釤鈷磁鐵廣泛應用於汽車領域，例如鎖定系統、雨刷、轉向角感測器和電動機，其即使在高溫和機械應力下也能保持磁性能，因此備受青睞。全球範圍內電動和混合動力汽車的加速普及是推動汽車需求的最重要因素。預計到2024年，全球電動車產量將達到1,730萬輛，比2023年成長25%，其中中國將佔1,240萬輛。中國政府的政策，包括2024年至2025年間購買的新能源汽車每輛減免最高3萬元人民幣的購置稅，正在支持電動車的大規模生產。印度汽車產量預計到 2024 年將達到 601.4 萬輛，比 2023 年增加 3%。這得歸功於政府推出的生產連結獎勵計畫計劃，旨在擴大包括磁性系統在內的精密零件的國內製造能力。

航太和國防領域是一個高附加價值且需求不斷成長的領域。釤鈷磁鐵是雷達系統、通訊設備、飛彈導引系統和電子戰設備的關鍵部件，其熱穩定性和抗退磁性對作戰至關重要。根據斯德哥爾摩國際和平研究所（SIPRI）的數據，2024年全球軍事支出達到創紀錄的2.718兆美元，比2023年實際成長9.4%。這反映了地緣政治緊張局勢加劇和國防現代化投資的廣泛增加。印度2025-2026會計年度的國防預算約為783億美元，上年度成長9.5%，其中相當一部分將用於國內生產和採購系統的現代化。美國國防部 DFARS 條款 252.225-7052 限制從中國、俄羅斯、伊朗和北韓採購 SmCo 和 NdFeB 磁體，從而直接鼓勵對美國及其夥伴國家的國內和盟國 SmCo 磁鐵生產基礎設施進行投資。

海事領域不斷成長的需求為釤鈷磁鐵提供了持續的額外需求來源。釤鈷磁鐵廣泛應用於船用馬達、發電機、泵浦聯軸器、導航設備和衛星通訊系統，其即使在高溫、高濕和腐蝕性海水環境下也能保持磁性能，這使其區別於傳統磁性材料。 2022-2023會計年度，印度造船業交付了206艘船舶，較2021-2022會計年度的113艘和2020-2021會計年度的69艘顯著成長，反映出全球海事領域的加速擴張。隨著海事產業電氣化程度的提高以及船舶結構向更有效率方向發展，混合動力推進系統、電動裝置和船上自動化等技術的應用進一步推動了每艘船舶對釤鈷磁鐵的需求。

SmCo 磁鐵具有高耐熱性和生物相容性，因此在醫療領域需求不斷成長，其應用範圍也日益擴大，涵蓋先進的診斷設備、外科器械、義肢、植入、藥物輸送系統和輻射屏蔽解決方案等領域，其中包括 Arnold 的 RECOMA 系列等專業產品線。

市場限制因素

釤鈷磁鐵市場在供應和成本方面都面臨嚴峻的限制。釤和鈷等原物料價格的波動，以及稀土元素和鈷生產集中於中國導致的供應鏈不穩定，造成了成本的不確定性，進而影響生產獲利能力和客戶定價。 2025年10月，中國商務部發布了第61號公告，規定稀土元素相關材料和產品（包括稀土元素磁體）的出口需辦理許可證，這進一步增加了依賴中國採購的全球釤鈷磁鐵用戶的供應鏈風險。釹鐵硼磁鐵在中溫應用中具有成本更低、能量密度更高的優勢，其競爭使得釤鈷磁鐵的應用市場受到限制，僅限於那些熱穩定性和耐腐蝕性足以抵消價格差異的應用領域。

對技術和細分市場的洞察

從牌號來看，SmCo 2-17 磁鐵屬於高性能磁體，具有卓越的磁能積和高達 350 度C 的動作溫度範圍，是航太、國防和高精度工業應用的首選。而 SmCo 1-5 磁體則適用於對成本要求較高的應用，這些應用可以接受略低的磁性和動作溫度。從產品類型來看，燒結磁鐵佔據市場主導地位，透過粉末冶金和燒結製造程序，可提供更高的磁性和尺寸精度。耦合磁鐵則提供中等水平的磁性能，適用於需要複雜形狀或更嚴格尺寸公差的應用。

以最終用戶分類，航太和國防領域是一個高附加價值成長領域，其成長主要得益於創紀錄的全球國防費用以及美國基於《國防聯邦採購條例》(DFARS)的國內採購投資。汽車行業由於其廣泛的應用範圍，仍然是最大的市場佔有率領域。船舶產業正經歷穩定成長，這與全球造船業的擴張以及船舶電氣化的趨勢密切相關。製造應用涵蓋眾多領域，包括工業馬達、感測器、執行器和精密儀器。

從區域來看，亞太地區引領全球市場。這得益於中國在稀土元素原料供應和電動車製造領域的主導地位，以及印度、日本和韓國汽車、電子和國防領域需求的強勁成長。在北美，受美國國防部聯邦採購條例補充條款（DFARS）合規要求和加強整個稀土元素供應鏈韌性的舉措推動，對國內釤鈷磁鐵生產的投資正在加速成長。在歐洲，汽車、工業和國防應用領域的需求仍然強勁。

競爭格局與策略展望

釤鈷磁鐵市場的競爭格局涵蓋了全球領先的材料公司和稀土元素磁鐵專業製造商。主要企業包括Adams Magnetics、Arnold Magnetic Technologies、Dexter Magnetic Technologies、Eclipse Magnetics、Electron Energy Corporation、杭州永磁集團、Integrated Magnetics、Stanford Magnets、SDM Magnetics、相模化學金屬株式會社和東芝公司。預計市場將出現顯著的整合和產能擴張，Dexter Magnetic Technologies、Electron Energy Corporation和Magnetic Component Engineering將合併為Permag品牌，Electron Energy Corporation位於賓州蘭開斯特的工廠也將進行數百萬美元的擴建，使其在美國的釤鈷磁鐵產能翻番以上。 Permag旗下各公司聯合宣布，其目標是在2026年中期之前全面符合美國國防採購條例（DFARS）中關於釤鈷和釹鐵硼磁體的要求，這將使合併後的公司成為美國國防採購領域的重要國內供應商。此次合併反映了西方製造商減少對中國稀土元素磁鐵供應鏈依賴的廣泛戰略需求。

結論

全球釤鈷磁鐵市場預計將在2031年之前保持穩定成長，主要受電動車產業擴張、全球主導國防費用創歷史新高、船舶電氣化進程加快以及西方市場建立國內稀土元素磁體生產能力等戰略需求的推動。擁有高性能產品創新能力、合規能力、國內生產投資以及在汽車、國防、船舶和醫療等領域擁有多元化應用經驗的製造商，將最有希望在這個具有重要戰略意義的先進材料領域獲得長期市場佔有率。

本報告的主要益處

深入分析：取得跨地區、客戶群、政策、社會經濟因素、消費者偏好和產業的詳細市場洞察。
競爭格局：了解主要企業的策略舉措，並確定最佳的市場進入方式。
市場促進因素與未來趨勢：我們評估影響市場的關鍵成長要素和新興趨勢。
實用建議：我們支援制定策略決策以開發新的收入來源。
適合各類讀者：非常適合Start-Ups、研究機構、顧問公司、中小企業和大型企業。

我們的報告的使用範例

產業和市場洞察、機會評估、產品需求預測、打入市場策略、區域擴張、資本投資決策、監管分析、新產品開發和競爭情報。

報告範圍

2021年至2024年的歷史數據和2026年至2031年的預測數據
成長機會、挑戰、供應鏈前景、法律規範與趨勢分析
評估競爭對手的市場定位、策略和市場佔有率。
細分市場和區域銷售成長及預測評估
公司簡介，包括策略、產品、財務狀況和主要發展動態。

北美洲
- 按年級
- 依產品類型
- 按形狀
- 最終用戶
- 國家
  - 美國
  - 加拿大
  - 墨西哥
南美洲
- 按年級
- 依產品類型
- 按形狀
- 最終用戶
- 國家
  - 巴西
  - 阿根廷
  - 其他
歐洲
- 按年級
- 依產品類型
- 按形狀
- 最終用戶
- 國家
  - 英國
  - 德國
  - 法國
  - 西班牙
  - 其他
中東和非洲
- 按年級
- 依產品類型
- 按形狀
- 最終用戶
- 國家
  - 沙烏地阿拉伯
  - UAE
  - 其他
亞太地區
- 按年級
- 依產品類型
- 按形狀
- 最終用戶
- 國家
  - 日本
  - 中國
  - 印度
  - 韓國
  - 澳洲
  - 其他

第10章：競爭環境與分析

主要企業及策略分析
市佔率分析
合併、收購、協議和合作關係
競爭環境儀錶板

第11章：公司簡介

Adams Magnetics Product LLC
Arnold Magnetic Technologies
Dexter Magnetic Technologies
Eclipse Magnetics
Electron Energy Corporation
Hangzhou Permanent Magnets Group, Ltd.
Integrated Magnetics
Stanford Magnets
JR Strong Magnet
Jai-Mag Industries
SDM Magnetics Co., Ltd.
Sagami Chemical Metal Co., Ltd.
Toshiba Corporation
Adams Magnetics Product Co.

第12章調查方法

簡介目錄

Product Code: KSI061615160

The Global Samarium Cobalt Magnet market is forecast to grow at a CAGR of 5.1%, reaching USD 813.4 million in 2031 from USD 634.2 million in 2026.

The global samarium cobalt (SmCo) magnet market occupies a strategically critical position within the advanced materials and rare-earth magnet industry. SmCo magnets are distinguished by their exceptional magnetic strength, outstanding thermal stability across operating temperatures reaching up to 350°C in high-grade variants, and robust corrosion resistance, making them the preferred permanent magnet solution for high-performance, thermally demanding, and mission-critical applications. Demand is expanding across automotive, aerospace and defense, marine, and medical sectors, driven by the global acceleration of electric vehicle adoption, rising defense modernization expenditure, and the growing integration of precision magnetic components in advanced industrial systems. Supply chain dynamics, particularly evolving regulatory frameworks in the United States and China governing rare-earth material sourcing, are reshaping competitive positioning and creating opportunities for domestic production expansion in Western markets.

Market Drivers

Rising demand from the automotive sector is among the most significant growth drivers for the SmCo magnet market. SmCo magnets are used extensively in automotive applications including locking systems, windshield wipers, steering angle sensors, and electric motors, valued for their ability to maintain magnetic performance under elevated thermal and mechanical stress conditions. The accelerating global adoption of electric and hybrid vehicles is the most impactful automotive demand driver. Global electric vehicle production reached 17.3 million units in 2024, a 25% increase over 2023, with China accounting for 12.4 million units. Chinese government policies including purchase tax exemptions of up to RMB 30,000 per vehicle for new energy vehicles purchased in 2024-2025 are sustaining EV production at scale. In India, automotive production reached 6.014 million units in 2024, a 3% increase over 2023, supported by government Production-Linked Incentive schemes that are expanding domestic manufacturing capacity for precision components including magnetic systems.

The aerospace and defense sector represents a high-value and growing demand segment. SmCo magnets are essential components in radar systems, communication devices, missile guidance systems, and electronic warfare equipment, where their thermal stability and demagnetization resistance are operationally critical. Global military expenditure reached a record USD 2,718 billion in 2024, a 9.4% real-term increase over 2023 according to SIPRI, reflecting heightened geopolitical tensions and broad-based defense modernization investment. India's defense budget for fiscal year 2025-26 was set at approximately USD 78.3 billion, a 9.5% increase over the prior year, with significant allocation to domestic production and procurement modernization. The US Department of Defense's DFARS clause 252.225-7052, restricting procurement of SmCo and NdFeB magnets from China, Russia, Iran, and North Korea, is directly stimulating investment in domestic and allied-nation SmCo magnet production infrastructure in the United States and partner countries.

Growing demand from the marine sector provides an additional and durable demand stream. SmCo magnets are deployed in marine motors, generators, pump couplings, navigation equipment, and satellite communication systems, where their ability to sustain magnetic performance in high-temperature, high-humidity, and corrosive saltwater environments differentiates them from conventional magnet materials. India's shipbuilding industry delivered 206 vessels in 2022-23, up significantly from 113 in 2021-22 and 69 in 2020-21, reflecting accelerating global marine sector expansion. Hybrid propulsion systems, electric drives, and onboard automation are further increasing SmCo magnet content per vessel as the marine industry transitions toward more electrified and efficient ship architectures.

Medical sector demand, driven by SmCo magnets' high-temperature resistance and biocompatibility, supports growing application in advanced diagnostic equipment, surgical instruments, prosthetics, implants, drug delivery systems, and radiation shielding solutions, including specialty product lines such as Arnold's RECOMA series.

Market Restraints

The SmCo magnet market faces meaningful supply-side and cost constraints. Raw material price volatility for samarium and cobalt, combined with supply chain instability driven by geographic concentration of rare-earth and cobalt production in China, introduces cost unpredictability that can affect production economics and customer pricing. China's Ministry of Commerce Announcement No. 61 issued in October 2025, requiring export licenses for rare-earth related materials and products including rare-earth magnets, has introduced additional supply chain risk for global SmCo magnet users dependent on Chinese sourcing. Competition from neodymium-iron-boron magnets, which offer higher energy density at lower cost in moderate-temperature applications, limits SmCo's addressable market to applications where thermal stability and corrosion resistance justify the premium price differential.

Technology and Segment Insights

By grade, SmCo 2-17 magnets represent the higher-performance segment, offering superior magnetic energy products and operating temperature ranges up to 350°C, making them the preferred choice for aerospace, defense, and high-precision industrial applications. SmCo 1-5 magnets serve cost-sensitive applications where somewhat lower magnetic performance and operating temperatures are acceptable. By product type, sintered magnets dominate the market, offering higher magnetic performance and dimensional precision through powder metallurgy and sintering manufacturing processes. Bonded magnets serve applications requiring complex geometries and tighter dimensional tolerances at moderate magnetic performance levels.

By end-user, aerospace and defense is a high-value growth segment driven by record global defense spending and DFARS-driven domestic sourcing investment in the United States. Automotive remains the largest volume segment by application breadth. Marine is a steady growth segment tied to global shipbuilding expansion and vessel electrification trends. Manufacturing applications span a broad range of industrial motors, sensors, actuators, and precision instruments.

Geographically, Asia Pacific leads the global market, supported by China's dominant position in both rare-earth raw material supply and EV manufacturing, alongside strong demand growth from India, Japan, and South Korea across automotive, electronics, and defense sectors. North America is experiencing accelerating investment in domestic SmCo magnet production, driven by DFARS compliance requirements and broader rare-earth supply chain resilience initiatives. Europe maintains solid demand across automotive, industrial, and defense applications.

Competitive and Strategic Outlook

The SmCo magnet competitive landscape includes global advanced materials companies and specialized rare-earth magnet manufacturers. Key players include Adams Magnetics, Arnold Magnetic Technologies, Dexter Magnetic Technologies, Eclipse Magnetics, Electron Energy Corporation, Hangzhou Permanent Magnets Group, Integrated Magnetics, Stanford Magnets, SDM Magnetics, Sagami Chemical Metal, and Toshiba Corporation. A significant consolidation and capacity expansion development occurred in 2025 when Dexter Magnetic Technologies, Electron Energy Corporation, and Magnetic Component Engineering unified under the Permag brand, with a multi-million-dollar expansion at the Electron Energy Corporation facility in Lancaster, Pennsylvania more than doubling US domestic SmCo production capacity. The Permag entities jointly announced a mid-2026 target to achieve full DFARS compliance for SmCo and NdFeB magnets, positioning the combined entity as a critical domestic supplier for US defense procurement. This consolidation reflects the broader strategic imperative among Western manufacturers to reduce dependence on Chinese rare-earth magnet supply chains.

Conclusion

The global SmCo magnet market is set for steady, demand-led growth through 2031, supported by EV industry expansion, record global defense spending, growing marine electrification, and the strategic imperative to develop domestic rare-earth magnet production capacity in Western markets. Manufacturers that combine high-performance product innovation with regulatory compliance capabilities, domestic production investment, and diversified application expertise across automotive, defense, marine, and medical sectors will be best positioned to capture long-term market share in this strategically important advanced materials segment.

Key Benefits of this Report

Insightful Analysis: Gain detailed market insights across regions, customer segments, policies, socio-economic factors, consumer preferences, and industry verticals.
Competitive Landscape: Understand strategic moves by key players to identify optimal market entry approaches.
Market Drivers and Future Trends: Assess major growth forces and emerging developments shaping the market.
Actionable Recommendations: Support strategic decisions to unlock new revenue streams.
Caters to a Wide Audience: Suitable for startups, research institutions, consultants, SMEs, and large enterprises.

What Businesses Use Our Reports For

Industry and market insights, opportunity assessment, product demand forecasting, market entry strategy, geographical expansion, capital investment decisions, regulatory analysis, new product development, and competitive intelligence.

Report Coverage

Historical data from 2021 to 2024 and forecast data from 2026 to 2031
Growth opportunities, challenges, supply chain outlook, regulatory framework, and trend analysis
Competitive positioning, strategies, and market share evaluation
Revenue growth and forecast assessment across segments and regions
Company profiling including strategies, products, financials, and key developments

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. Global Samarium Cobalt Magnet Market By Grade (2020-2030)

5.1. Introduction
5.2. Samarium Cobalt (1-5)
5.3. Samarium Cobalt (2-17)

6. Global Samarium Cobalt Magnet Market By Product Type (2020-2030)

6.1. Introduction
6.2. Bonded
6.3. Sintered

7. Global Samarium Cobalt Magnet Market By Shape (2020-2030)

7.1. Introduction
7.2. Round-Shaped
7.3. Bar
7.4. Square
7.5. Others

8. Global Samarium Cobalt Magnet Market By End-User (2020-2030)

8.1. Introduction
8.2. Automotive
8.3. Aerospace & Defense
8.4. Marine
8.5. Manufacturing
8.6. Other

9. Global Samarium Cobalt Magnet Market By Geography (2020-2030)

9.1. Introduction
9.2. North America
- 9.2.1. By Grade
- 9.2.2. By Product Type
- 9.2.3. By Shape
- 9.2.4. By End-User
- 9.2.5. By Country
  - 9.2.5.1. USA
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. South America
- 9.3.1. By Grade
- 9.3.2. By Product Type
- 9.3.3. By Shape
- 9.3.4. By End-User
- 9.3.5. By Country
  - 9.3.5.1. Brazil
  - 9.3.5.2. Argentina
  - 9.3.5.3. Others
9.4. Europe
- 9.4.1. By Grade
- 9.4.2. By Product Type
- 9.4.3. By Shape
- 9.4.4. By End-User
- 9.4.5. By Country
  - 9.4.5.1. United Kingdom
  - 9.4.5.2. Germany
  - 9.4.5.3. France
  - 9.4.5.4. Spain
  - 9.4.5.5. Others
9.5. Middle East and Africa
- 9.5.1. By Grade
- 9.5.2. By Product Type
- 9.5.3. By Shape
- 9.5.4. By End-User
- 9.5.5. By Country
  - 9.5.5.1. Saudi Arabia
  - 9.5.5.2. UAE
  - 9.5.5.3. Others
9.6. Asia Pacific
- 9.6.1. By Grade
- 9.6.2. By Product Type
- 9.6.3. By Shape
- 9.6.4. By End-User
- 9.6.5. By Country
  - 9.6.5.1. Japan
  - 9.6.5.2. China
  - 9.6.5.3. India
  - 9.6.5.4. South Korea
  - 9.6.5.5. Australia
  - 9.6.5.6. Others