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市場調查報告書
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1636183

電動汽車電池隔膜：市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

Electric Vehicle Battery Separator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

電動車電池隔膜市場規模預計到2025年為16億美元，預計到2030年將達到27.2億美元，預測期內（2025-2030年）複合年成長率為11.21%。

電動車電池分離器-市場-IMG1

主要亮點

  • 從中期來看，電動車的普及和鋰離子電池價格的下降預計將在預測期內推動市場發展。
  • 另一方面，一些國家的壟斷造成的電池材料供應鏈差異（例如原料短缺和分銷瓶頸）預計將抑制未來市場的成長。
  • 其他電池化學材料（例如固體電池、先進鋰離子化學材料和鈉離子電池）的研發進展預計將為未來的市場提供機會。
  • 預計北美市場在預測期內將出現顯著成長，其中大部分需求來自美國、加拿大等國家。

電動車電池隔膜市場趨勢

鋰離子電池領域可望主導市場

  • 電池隔膜是多孔膜，在鋰離子電池中發揮重要作用。隔離正極和負極可以防止電氣短路，並且只允許鋰離子通過。
  • 近年來，鋰離子電池已成為電動車中最常用的電池技術。這是由於鋰離子電池具有多個優點，包括高能量密度、相對較長的循環壽命和效率。
  • 根據國際能源總署（IEA）預測，2023年電動車電池需求量將超過750GWh，較2022年成長40%。這些電池大多數採用鋰離子技術。隨著鋰離子電池在電動車中的應用增加，鋰離​​子電池技術對電池隔離膜的需求預計也會同時增加。
  • 此外，鋰​​離子電池價格的下降預計將鼓勵該技術在電動車中的使用，從而導致鋰離子技術中對電池隔膜的使用需求增加。 2023年，鋰離子電池組價格與前一年同期比較%至139美元/kWh。
  • 此外，隨著更穩定、更有效率的電動車電池隔膜的研發進展，對鋰離子技術電池隔膜的需求預計將增加。
  • 例如，2024年2月，仁川大學的科學家設計了一種提高鋰離子電池隔膜穩定性和性能的方法。這是透過將一層二氧化矽與其他功能分子結合在一起來實現的。這些進展預計將改善電動車應用中鋰離子分離器的功能。
  • 因此，由於對鋰離子電池的需求不斷增加以及電動車中使用的電池隔離膜的技術發展，預計該細分市場將佔據重要的市場佔有率。

預計北美將主導市場

  • 北美電動車市場將主要由五家主要公司推動，到2023年將佔據70%以上的市場。這些領先的參與企業包括特斯拉、豐田集團、福特集團、現代和本田。特斯拉是北美國家銷量最多的電動車。隨著電動車需求的增加，這些汽車中電池的使用量也會增加，進而帶動電動車電池隔膜市場的發展。
  • 北美對電動車的需求持續成長。根據美國能源情報署的總合，到 2023 年，美國混合動力汽車、插電式混合動力電動車和純電動車(BEV) 的總銷量將佔所有輕型車(LDV) 新車銷量的16.3%，高於12.9%。
  • 此外，政府的支持措施也正在影響電動車電池的需求，進而影響電動車電池正極市場的需求。北美各國政府正在採取措施和獎勵來鼓勵電動車的普及。這些努力包括稅額扣抵、補貼、回扣以及充電基礎設施投資。這種支持增加了消費者對電動車的興趣，並推動了對電池隔膜的需求。
  • 在政府的支持下，電動車製造商正在投資在該地區開設電池隔膜工廠，從而緩解供應鏈問題。例如，2024年4月，本田汽車工業與旭化成簽署協議，在加拿大生產汽車電池隔膜。
  • 因此，由於電動車的成長和電動車電池隔膜本地產量的增加，預計該地區將在預測期內主導市場。

電動汽車電池分離器產業概況

電動車電池隔膜市場適度細分。該市場的主要企業（排名不分先後）包括 Entek International、SK Innovation、三菱化學集團公司、東麗工業公司和住友化學。

其他好處

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

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 2029年之前的市場規模與需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 電動車的擴張
      • 鋰離子電池價格下降
    • 抑制因素
      • 供應鏈缺口
  • 供應鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代產品/服務的威脅
    • 競爭公司之間的敵對關係

第5章市場區隔

  • 電池類型
    • 鋰離子
    • 鉛酸電池
    • 其他
  • 材料類型
    • 聚丙烯
    • 聚乙烯
    • 其他材料類型
  • 2029 年之前的市場規模和需求預測（按地區）
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 義大利
      • 西班牙
      • 北歐的
      • 俄羅斯
      • 土耳其
      • 歐洲其他地區
    • 亞太地區
      • 中國
      • 印度
      • 澳洲
      • 日本
      • 韓國
      • 馬來西亞
      • 泰國
      • 印尼
      • 越南
      • 其他亞太地區
    • 中東/非洲
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 奈及利亞
      • 埃及
      • 卡達
      • 南非
      • 其他中東/非洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥倫比亞
      • 南美洲其他地區

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略及SWOT分析
  • 公司簡介
    • Entek International
    • SK Innovation Co. Ltd
    • Mitsubishi Chemical Group Corporation
    • Hitachi Chemical Company Ltd
    • Toray Industries Inc.
    • Sumitomo Chemical Co. Ltd
    • UBE Corp
    • Teijin Ltd
    • Yunnan Enjie New Materials Co. Ltd
    • Cangzhou Mingzhu Plastic Co. Ltd
  • 其他知名公司名單
  • 市場排名/佔有率（%）分析

第7章 市場機會及未來趨勢

  • 增加其他電池化學物質的研究和開發
簡介目錄
Product Code: 50002592

The Electric Vehicle Battery Separator Market size is estimated at USD 1.60 billion in 2025, and is expected to reach USD 2.72 billion by 2030, at a CAGR of 11.21% during the forecast period (2025-2030).

Electric Vehicle Battery Separator - Market - IMG1

Key Highlights

  • Over the medium period, the growing adoption of electric vehicles and the decreasing price of lithium-ion batteries is expected to drive the market in the forecast period.
  • On the other hand, the supply chain gap in battery materials created by the monopolies of some countries, such as ingredient shortages or distribution bottlenecks, is expected to restrain market growth in the future.
  • Nevertheless, the increasing research and development of other battery chemistries like solid-state batteries, advanced lithium-ion chemistry, Sodium-ion batteries, etc, are expected to create an opportunity for the market in the future.
  • North America is expected to have significant growth in the market during the forecast period, with most of the demand coming from countries like the United States, Canada, etc.

Electric Vehicle Battery Separator Market Trends

Lithium-ion Battery Segment is Expected to Dominate the Market

  • A battery separator, a porous membrane, plays a crucial role in lithium-ion batteries. It prevents electrical short circuits by isolating the cathode and anode, ensuring only lithium ions can pass through.
  • In recent years, lithium-ion batteries have emerged as the most commonly used battery technology in electric vehicles. This is due to several advantages associated with them, such as high energy density, relatively long cycle life, and efficiency.
  • According to the International Energy Agency, demand for EV batteries reached more than 750 GWh in 2023, up 40% relative to 2022. The majority of these batteries are lithium-ion technology. As lithium-ion battery application in electric vehicles increases, the demand for battery separators for lithium-ion battery technology is expected to increase simultaneously.
  • Additionally, the decreasing price of lithium-ion batteries is expected to drive the use of this technology in electric vehicles, which, in turn, will boost the demand for the use of battery separators of lithium-ion technology. In 2023, the price of lithium-ion battery packs suffered a 14% drop compared to the previous year to USD139/kWh.
  • Further, as research and development continue to develop more stable and efficient battery separators for electric vehicles, the demand for lithium-ion technology battery separators is expected to increase.
  • For instance, in February 2024, Scientists at Incheon National University devised a method to enhance the stability and characteristics of lithium-ion battery separators. They achieve this by incorporating a layer of silicon dioxide along with other functional molecules. Such developments will improve the functionality of lithium-ion separators in electric vehicle applications.
  • Thus, owing to the increasing demand for lithium-ion batteries and the technological development of battery separators used in electric vehicles, this segment is expected to have a major share of the market.

North America is Expected to Dominate the Market

  • The North American electric vehicle market is majorly driven by the five major players, accounting for more than 70% of the market in 2023. These prominent players include Tesla, Toyota Group, Ford Group, Hyundai, and Honda. Tesla is the highest seller of electric vehicles in North American countries. As the demand for electric vehicles increases, the use of batteries in these vehicles will also increase, thereby driving the electric vehicle battery separator market.
  • The demand for electric vehicles is increasing continuously in North America. According to the Energy Information Administration, the combined sales of hybrid vehicles, plug-in hybrid electric vehicles, and battery electric vehicles (BEV) in the United States rose to 16.3% of total new light-duty vehicle (LDV) sales in 2023, which was 12.9% in the previous year.
  • Further, supportive government policies are also affecting the demand for electric vehicle batteries, thereby affecting the demand for the electric vehicle battery cathode market. Governments across North America have been rolling out policies and incentives to spur EV adoption. These initiatives encompass tax credits, grants, rebates, and investments in charging infrastructure. Such support has bolstered consumer interest in EVs, thereby driving the demand for battery separators.
  • With the support of the government, electric vehicle manufacturers are investing in opening local factories for battery separators in the region, thereby easing the supply chain. For instance, in April 2024, Honda Motor Co. Ltd agreed with Asahi Kasei Corporation to produce battery separators for automotive batteries in Canada.
  • Thus, owing to the growing number of electric vehicles and increasing local manufacturing of electric vehicle battery separators, the region is expected to dominate the market in the forecast period.

Electric Vehicle Battery Separator Industry Overview

The electric vehicle battery separator market is moderately fragmented. Some of the major players in the market (in no particular order) include Entek International, SK Innovation Co. Ltd, Mitsubishi Chemical Group Corporation, Toray Industries Inc., and Sumitomo Chemical Co. Ltd, among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 The Growing Adoption of Electric Vehicles
      • 4.5.1.2 Decreasing Price of Lithium-ion Batteries
    • 4.5.2 Restraints
      • 4.5.2.1 The Supply Chain Gap
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-acid
    • 5.1.3 Other Battery Type
  • 5.2 Material Type
    • 5.2.1 Polypropylene
    • 5.2.2 Polyethylene
    • 5.2.3 Other Material Types
  • 5.3 Geography [Market Size and Demand Forecast till 2029 (for regions only)]
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 France
      • 5.3.2.3 United Kingdom
      • 5.3.2.4 Italy
      • 5.3.2.5 Spain
      • 5.3.2.6 NORDIC
      • 5.3.2.7 Russia
      • 5.3.2.8 Turkey
      • 5.3.2.9 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Australia
      • 5.3.3.4 Japan
      • 5.3.3.5 South Korea
      • 5.3.3.6 Malaysia
      • 5.3.3.7 Thailand
      • 5.3.3.8 Indonesia
      • 5.3.3.9 Vietnam
      • 5.3.3.10 Rest of Asia-Pacific
    • 5.3.4 Middle East and Africa
      • 5.3.4.1 Saudi Arabia
      • 5.3.4.2 United Arab Emirates
      • 5.3.4.3 Nigeria
      • 5.3.4.4 Egypt
      • 5.3.4.5 Qatar
      • 5.3.4.6 South Africa
      • 5.3.4.7 Rest of Middle East and Africa
    • 5.3.5 South America
      • 5.3.5.1 Brazil
      • 5.3.5.2 Argentina
      • 5.3.5.3 Colombia
      • 5.3.5.4 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted & SWOT Analysis for Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Entek International
    • 6.3.2 SK Innovation Co. Ltd
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 Hitachi Chemical Company Ltd
    • 6.3.5 Toray Industries Inc.
    • 6.3.6 Sumitomo Chemical Co. Ltd
    • 6.3.7 UBE Corp
    • 6.3.8 Teijin Ltd
    • 6.3.9 Yunnan Enjie New Materials Co. Ltd
    • 6.3.10 Cangzhou Mingzhu Plastic Co. Ltd
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 The Increasing Research and Development of Other Battery Chemistries