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1237834

鋰離子電池 (LIB) 的石墨陽極市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

Graphite Anode For Lib Market - Growth, Trends, And Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

在預測期內，用於鋰離子電池 (LIB) 的石墨陽極的複合年增長率預計將超過 7%。

在 2020 年 COVID-19 大流行期間，三聚氰胺市場受到了負面影響。 市場在2021年有所改善。 汽車製造活動已從封鎖中恢復，提振了對汽車和電池等電子元件的需求。 汽車行業正在迅速復蘇，預計未來幾年將進一步增長，這可能會增加對三聚氰胺的需求。

主要亮點

  • 短期內，預計電動汽車行業對鋰離子電池 (LIB) 的需求不斷增加將推動市場增長。
  • 預計對電池廢料傾倒的嚴格監管會阻礙市場增長。
  • 然而，電池新材料的開發似乎是一個機會。
  • 亞太地區在全球佔據主導地位，其中最大的消費來自中國和印度。

鋰離子電池（LIB）用石墨負極市場趨勢

汽車行業的需求不斷增長

  • 石墨陽極廣泛用於電動汽車製造中的鋰離子電池 (LIB)。 隨著對電動汽車的需求增加，預計該市場將顯著增長。
  • 美國是世界上一些主要汽車製造商的所在地，並且正在投資電動汽車行業。 General Motors等汽車製造商將在 2023 年推出 20 款全新純電動汽車，並向製造設施投資超過 70 億美元。
  • 它還正在成為僅次於中國的巨大電動汽車市場。 根據 EV Volumes，2021 年全國插電式電動汽車保有量將達到 65.69 萬輛左右，較 2020 年增長約 100%。
  • 根據 IEA 的數據，聯邦政府的目標是到 2030 年電動汽車 (EV) 占美國新乘用車和輕型卡車銷量的 50%。 此外，根據國際清潔交通委員會的說法，加州政府將在 2020 年宣布一項行政命令，要求到 2035 年在加州銷售的所有新車和乘用車都必須是零排放車輛，包括 BEV 和 PHEV。
  • 此外，電動汽車在墨西哥的成功銷售有望進一步支持汽車生產和銷售。 根據 EV Volumes 的數據，到 2021 年，該國的電動汽車註冊量與 2020 年相比增長了 80%。
  • 美國私營公司 Citizens Resources 的子公司 Link EV Electric Vehicles, Inc. 已宣布計劃投資約 2.65 億美元在墨西哥中部的普埃布拉州建設一家裝配廠。 計劃於 2022 年下半年開始運營，擁有 4 條生產線，標稱產能為 1,200 台。
  • 上述所有因素預計將在預測期內推動全球市場的增長。
Lib 市場的石墨陽極-IMG1

預計亞太地區將主導市場

  • 由於印度和中國等經濟強國的存在，亞太地區被認為是最大的電動汽車市場。 然而，東盟國家也在刺激電子元件的生產。
  • 隨著消費者越來越青睞電池驅動的汽車，中國的汽車行業正在發生趨勢轉變。 中國政府還預測到 2025 年電動汽車生產的滲透率將達到 20%。
  • 儘管大宗商品價格上漲，但乘用車需求依然強勁，因此許多汽車製造商都渴望引進新技術，尤其是電動汽車。 在印度，電動汽車生產得到政府補貼和支持製造方法的優惠政策的支持。
  • 該國的電動汽車市場主要由兩輪車細分市場驅動，2021 年佔 48% 以上。 根據道路、運輸和公路部 (MoRTH) 的數據，該國售出了 3,29,190 輛電動汽車，與 2020 年相比增長了 168%。
  • 韓國的電動汽車行業有望快速發展。 2021年，全國將銷售近7.1萬輛電動汽車。 根據韓國汽車技術研究院 (KAII) 收集的數據，2021 年 1 月至 9 月，韓國電動汽車銷量激增 96% 至 71,006 輛。 由於歐洲、亞太地區和美洲進口經濟體的需求增加，預計銷售額將增加。
  • 印度尼西亞是東南亞最大的汽車生產基地。 2021年汽車產量將達到1121967輛，比2020年增長63%。 儘管我國電動汽車普及率明顯偏低，但我國電動汽車產業的前景一片光明。
  • 印度尼西亞政府已決定支持在該國為生產商和消費者引入電動汽車。 此外，政府還為電動汽車消費者提供補貼，為電動汽車製造商提供稅收減免。 印度尼西亞正在促進電動汽車和電池生產設施的發展，這也將有助於該國的市場增長。
  • 在日本，隨著消費者對替代燃料技術的需求增加，預計未來電動汽車的銷量將會增加。 這是因為日本的電動汽車製造仍然是一個新興行業，一些製造商希望在其他亞洲經濟體生產。 日本的目標是到 2035 年銷售 100% 的電動汽車，日本的電動汽車市場正在增長。 因此，日本電動汽車市場的擴張有望推動市場增長。
  • 上述特徵有利於該地區的市場增長。
Lib 市場的石墨陽極-IMG2

鋰離子電池（LIB）石墨負極市場競爭者分析

一些用於鋰離子電池 (LIB) 的石墨陽極被整合。 Mitsubishi Chemical Holdings、Nippon Carbon、SGL Carbon、Tokai Carbon、Resonc 等（排名不分先後）。

其他福利。

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

內容

第一章介紹

  • 調查先決條件
  • 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

  • 司機
    • 電動汽車對鋰離子電池 (LIB) 的需求不斷擴大
    • 其他司機
  • 約束因素
    • 將加強對傾倒電池廢料的監管
    • 其他限制
  • 工業價值鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代產品和服務的威脅
    • 競爭程度

第 5 章市場細分（基於價值的市場規模）

  • 類型
    • 人造石墨
    • 天然石墨
  • 地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 北美
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 意大利
      • 俄羅斯
      • 其他歐洲
    • 世界其他地區

第六章競爭格局

  • 併購、合資、合作、合同等。
  • 市場份額 (%) 分析**/排名分析
  • 主要參與者採用的策略
  • 公司簡介
    • Beterui New Materials Group Co. Ltd.
    • Elkem ASA
    • Guangdong Kaijin New Energy Technology Co. Ltd
    • JFE Chemical Corporation
    • Longbai Group
    • Mitsubishi Chemical Holdings Corporation
    • Ningbo Shanshan Co. Ltd.
    • Nippon Carbon Co. Ltd
    • POSCO CHEMICAL
    • Resonac
    • SGL Carbon
    • Shanghai Pu Tailai New Energy Technology Co. Ltd
    • Shenzhen XFH Technology Co. Ltd
    • Syrah Resources Limited
    • Tokai Carbon Co. Ltd

第七章市場機會與未來趨勢

  • 鋰離子電池新材料開發
簡介目錄
Product Code: 93485

The graphite anode for the LIB market is projected to register a CAGR of greater than 7% during the forecast period.

The melamine market was negatively impacted during the COVID-19 pandemic in 2020. The market improved in 2021. With automotive manufacturing activities recovering from the lockdown, the demand for automobile components such as batteries and other electronic components increased. The automotive industry is recovering rapidly and is estimated to grow further in the coming years, which may boost the demand for melamine.

Key Highlights

  • Over the short term, the rising demand for lithium-ion batteries from the electric vehicles industry is expected to drive the market's growth.
  • The stringent regulations against dumping battery waste are expected to hinder the market's growth.
  • However, developing newer materials for batteries is likely to be an opportunity.
  • Asia-Pacific dominates the world, with the most significant consumption from China and India.

Graphite Anode for LIB Market Trends

Increasing Demand from Automobile Industry

  • Graphite anodes are widely used in electric vehicle manufacturing in lithium-ion batteries. With the increased demand for electric vehicles, the market is expected to grow significantly.
  • The United States is home to some of the major automotive players in the world, which are investing in the electric car segment. Automakers such as General Motors plan to launch 20 new all-electric vehicles in 2023 and manufacturing facilities with an investment of more than USD 7 billion.
  • The country has also emerged as a massive market for electric vehicles after China. According to the EV Volumes, in 2021, the country's total plug-in electrical cars accounted for around 656,900 units, registering a growth rate of ~100% compared to 2020.
  • According to the IEA, in the United States, the federal aim is for electric vehicles (EVs) to make up 50% of new passenger cars and light trucks sold by 2030. Moreover, as per the International Council on Clean Transportation, in 2020, the California Government announced an executive order that by 2035 all new cars and passenger trucks sold in California be zero-emission vehicles, which includes BEV and PHEV, and others
  • Additionally, the successful sales of electric vehicles in Mexico are further anticipated to support vehicle production and sales. According to the EV Volumes, in 2021, the country's electric vehicle registration witnessed a growth rate of 80% compared to 2020.
  • The Link EV Electric Vehicles, a unit of private US energy company, Citizens Resources, announced its plans to build an assembly plant in the central Mexican state of Puebla with an investment of around USD 265 million. The operations are scheduled to begin in the second half of 2022 with four production lines with a nominal capacity of 1,200 units.
  • All the above factors will likely drive global market growth during the forecast period.
Graphite Anode For Lib Market - IMG1

Asia Pacific Region is Expected to Dominate the Market

  • The Asia-Pacific region is deemed to largest market for electric vehicles because of the presence of major economies such as India and China. Although, various ASEAN countries are also pacing up in the manufacturing of electric components.
  • The automobile industry in China is witnessing switching trends as the consumer inclination toward battery-operated vehicles is on the higher side. Moreover, the government of China estimates a 20% penetration rate of electric vehicle production by 2025.
  • With demand for passenger vehicles remaining strong despite rising commodity prices, many automakers are eager to adopt new technologies, particularly electric vehicles. In India, the production of electric vehicles is supported by government subsidies and favourable policies supporting manufacturing practices.
  • The electric vehicles market in the country is majorly driven by the two-wheeler segment, which accounted for over 48% in 2021. According to the Ministry of Road Transport & Highways (MoRTH), 3,29,190 electric vehicles were sold in the country, representing an increase of 168% compared with the sales in 2020.
  • The electric vehicle industry in South Korea is expected to grow at a rapid rate. In 2021, nearly 71,000 units of electric vehicles were sold in the country. South Korean sales of electric vehicles surged by 96% to 71,006 units in the first nine months of 2021, according to data collected by the Korea Automotive Technology Institute (KAII). The sales figure is expected to increase with the growing demand from the importing economies in Europe, Asia-Pacific, and the Americas.
  • Indonesia is Southeast Asia's largest automotive production hub. The production of automobiles for the year 2021 accounted for 11,21,967 units an increase of 63% in comparison to 2020. Although the penetration of electric vehicles in the country is admissibly low, the future of the electric vehicle industry in the country looks very bright.
  • The Indonesian government is determined to support the adoption of electric vehicles in the country for both producers and consumers. Moreover, the government has been giving subsidies to EV consumers, along with tax cuts to EV automakers. Indonesia is pushing for the development and manufacture of electric vehicles and battery production facilities, which in turn is likely to benefit the market growth in the country.
  • Electric vehicle sales in Japan are likely to ascend in the coming future with rising consumer demand for alternate fuel technology. Electric vehicle manufacturing in Japan is still an emerging industry as several manufacturers prefer production in other Asian economies. Japan is transitioning to 100% electric car sales by 2035, and the Japanese electric vehicle market is growing. Expansion of the electric vehicle market in the country is therefore projected to benefit the market growth.
  • All the aforementioned attributes are favoring the regional market growth.
Graphite Anode For Lib Market - IMG2

Graphite Anode for LIB Market Competitor Analysis

The graphite anode for the LIB market is partially consolidated in nature. These companies include Mitsubishi Chemical Holdings Corporation, Nippon Carbon Co. Ltd, SGL Carbon, Tokai Carbon Co. Ltd, and Resonc (not in any particular order).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Increasing Demand for Lithium-Ion Batteries for Electric Vehicle
    • 4.1.2 Other Drivers
  • 4.2 Restraints
    • 4.2.1 Stringent Regulations Against Dumping of Battery Waste
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Value)

  • 5.1 Type
    • 5.1.1 Synthetic Graphite
    • 5.1.2 Natural Graphite
  • 5.2 Geography
    • 5.2.1 Asia-Pacific
      • 5.2.1.1 China
      • 5.2.1.2 India
      • 5.2.1.3 Japan
      • 5.2.1.4 South Korea
      • 5.2.1.5 Rest of Asia-Pacific
    • 5.2.2 North America
      • 5.2.2.1 United States
      • 5.2.2.2 Canada
      • 5.2.2.3 Mexico
    • 5.2.3 Europe
      • 5.2.3.1 Germany
      • 5.2.3.2 France
      • 5.2.3.3 United Kingdom
      • 5.2.3.4 Italy
      • 5.2.3.5 Russia
      • 5.2.3.6 Rest of Europe
    • 5.2.4 Rest of World

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis**/Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Beterui New Materials Group Co. Ltd.
    • 6.4.2 Elkem ASA
    • 6.4.3 Guangdong Kaijin New Energy Technology Co. Ltd
    • 6.4.4 JFE Chemical Corporation
    • 6.4.5 Longbai Group
    • 6.4.6 Mitsubishi Chemical Holdings Corporation
    • 6.4.7 Ningbo Shanshan Co. Ltd.
    • 6.4.8 Nippon Carbon Co. Ltd
    • 6.4.9 POSCO CHEMICAL
    • 6.4.10 Resonac
    • 6.4.11 SGL Carbon
    • 6.4.12 Shanghai Pu Tailai New Energy Technology Co. Ltd
    • 6.4.13 Shenzhen XFH Technology Co. Ltd
    • 6.4.14 Syrah Resources Limited
    • 6.4.15 Tokai Carbon Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Development of Newer Materials for LIB