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市場調查報告書
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1636235

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

Electric Vehicle Battery Materials - 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

預計2025年電動車電池材料市場規模為303.5億美元，2030年預計將達567.7億美元，預測期內（2025-2030年）複合年成長率為13.34%。

電動車電池材料-市場-IMG1

主要亮點

  • 從中期來看，電動車滲透率的提高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的差異預計將抑制未來市場的成長。
  • 然而，針對更永續的陰極和陽極以及高效電解的各種電池材料的持續研究和進展可能會為市場成長提供機會。
  • 亞太地區由於電動車產業應用的擴大而佔據市場主導地位，這增加了對電池材料的需求。

電動車電池材料市場趨勢

鋰離子電池預計將佔較大佔有率

  • 電動車用鋰離子電池材料包括電池正極用的鋰金屬氧化物（Li(NixMnyCoz)O2、LiMn2O4、LiCoO2等）、橄欖石（LiFePO4等）、氧化釩、二次氧化鋰等。用於負極的材料包括鋰合金材料、石墨、矽和金屬間化合物。
  • 由於鋰離子電池組價格的下降以及能量密度高、相對較長的循環壽命和效率等優點，電動車對鋰電池材料的需求不斷增加。
  • 2023年，鋰離子電池組價格將年減與前一年同期比較13%至139美元/kWh。除了這些好處之外，我們還在努力生產更有效、更有效率的電動車鋰電池材料。
  • 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。他們透過結合二氧化矽層和其他功能分子來實現這一目標。這些進展預計將改善電動車應用中鋰離子分離器的功能。
  • 此外，隨著鋰離子電動車需求的不斷增加，多家公司正在投資生產鋰離子電動車電池，對鋰離子電池材料的需求預計將增加。例如，松下位於堪薩斯州迪索託的汽車電池工廠預計到 2025 年將提高電動車用 2170 圓柱形鋰離子電池的產量。這些目標為未來鋰電池材料帶來了積極的環境。
  • 因此，由於上述價格下降和鋰離子電池技術發展等因素，預計預測期內鋰離子電池材料的需求將會成長。

亞太地區預計將主導市場

  • 亞太地區預計將主導電動車電池材料市場，因為它佔據了電池需求和生產的大部分，特別是在中國。中國的電池生產滿足了電動車電池的大部分需求。
  • 根據國際能源總署（IEA）預測，2023年中國電動車電池需求量將為417GWh，高於去年的314GWh。歐洲為 185GWh，美國為 99GWh。因此，電動車電池需求的增加導致中國產量增加，預計在預測期內對電動車電池材料的需求將增加。
  • 此外，中國是全球最大的電動車電池出口國，預計2023年約12%的電動車電池將用於出口。由於大多數電池材料在國內生產，該國擁有更一體化和永續的電動車電池製造供應鏈。
  • 此外，到2023年，中國將佔全球正極活性材料產能的近90%、負極活性材料產能的97%以上。韓國佔了 9% 的市場佔有率，其次是日本，佔 3%，使其成為正極活性材料領域唯一重要的非中國參與企業。
  • 由於投資增加和政府支持，預計該地區電動車電池材料市場將顯著成長。例如，2024年5月，中國宣布將投資8.45億美元開發下一代電池技術，為電動車提供動力。預計這些投資將在預測期內增加對電動車電池材料的需求。
  • 因此，由於上述發展，亞太地區預計將主導市場。

電動汽車電池材料產業概況

電動車電池材料市場處於半瓜分狀態。該市場的主要企業包括（排名不分先後）Targray Technology International Inc.、 BASF SE、Mitsubishi Chemical Group Corporation、UBE Corporation 和 Umicore。

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
  • 投資分析

第5章市場區隔

  • 電池類型
    • 鋰離子
    • 鉛酸電池
    • 其他
  • 材料
    • 負極
    • 正極
    • 分隔符
    • 電解
    • 其他
  • 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
  • 公司簡介
    • Targray Technology International Inc.
    • BASF SE
    • Mitsubishi Chemical Group Corporation
    • UBE Corporation
    • Umicore
    • Sumitomo Chemical Co. Ltd
    • Nichia Corporation
    • ENTEK International LLC
    • Arkema SA
    • Kureha Corporation
  • 其他知名公司名單
  • 市場排名分析

第7章 市場機會及未來趨勢

  • 加大其他電池材料的研發力度
簡介目錄
Product Code: 50003503

The Electric Vehicle Battery Materials Market size is estimated at USD 30.35 billion in 2025, and is expected to reach USD 56.77 billion by 2030, at a CAGR of 13.34% during the forecast period (2025-2030).

Electric Vehicle Battery Materials - Market - IMG1

Key Highlights

  • Over the medium period, the growing adoption of electric vehicles and the decreasing price of lithium-ion batteries are expected to drive the market during the forecast period.
  • On the other hand, the supply chain gap in battery materials created by the monopoly of some countries is expected to restrain market growth in the future.
  • However, the ongoing research and advancement in different battery materials for more sustainable cathode and anode, as well as efficient electrolytes, may offer opportunities for market growth.
  • Asia-Pacific dominates the market, owing to the growing application in the electric vehicle industry, which augments the demand for battery material.

Electric Vehicle Battery Materials Market Trends

Lithium-ion Battery is Expected to Have a Major Share

  • Lithium-ion battery materials used in electric vehicles include batteries cathode include lithium-metal oxides (such as Li(NixMnyCoz)O2, LiMn2O4, and LiCoO2), olivines (such as LiFePO4), vanadium oxides, and rechargeable lithium oxides. The materials used in anodes include lithium-alloying materials, graphite, silicon, or intermetallics.
  • The demand for lithium battery materials is increasing in electric vehicles owing to the decreasing price of lithium-ion battery packs and several advantages such as high energy density, relatively long cycle life, and efficiency.
  • In 2023, the price of lithium-ion battery packs decreased by around 13% compared to the previous year to USD 139/kWh. In addition to these advantages, research and development are being conducted to manufacture more effective and efficient lithium battery materials for electric vehicles.
  • For instance, in February 2024, scientists at the Incheon National University devised a method to enhance the stability and characteristics of lithium-ion battery separators. They achieved this by incorporating a layer of silicon dioxide and other functional molecules. Such developments will improve the functionality of lithium-ion separators in electric vehicle applications.
  • Further, with the increasing demand for lithium-ion electric vehicles, several companies are investing in manufacturing lithium-ion electric vehicle batteries, and the demand for lithium-ion battery materials is expected to increase. For instance, Panasonic's automotive battery plant in De Soto, Kansas, is expected to increase production of the 2170 cylindrical lithium-ion batteries for electric vehicles by 2025. Such an aim depicts a positive environment for lithium battery materials in the future.
  • Thus, owing to the factors mentioned above, such as the decreasing price of lithium-ion batteries and technological developments, the demand for lithium-ion battery materials is expected to be significant during the forecast period.

Asia-Pacific is Expected to Dominate the Market

  • Asia-Pacific is expected to dominate the electric vehicle battery materials market for electric vehicles, as the region accounts for the majority of battery demand and production, especially in China. China's battery production fulfills the majority of the demand for electric vehicle batteries.
  • According to the International Energy Agency, in 2023, the demand for electric vehicle batteries in China accounted for 417 GWh, up from 314 GWh last year. Europe produced 185 GWh, and the United States produced 99 GWh in 2023. Thus, the increasing demand for electric vehicle batteries is leading China to produce more, and the demand for electric vehicle battery materials is expected to rise during the forecast period.
  • Further, China is the world's largest exporter of electric vehicle batteries, with around 12% of its electric vehicle batteries exported in 2023. The country has a more integrated and sustainable supply chain for manufacturing electric vehicle batteries due to the majority of battery materials being produced domestically.
  • Moreover, as of 2023, China accounted for almost 90% of the world's cathode-active material manufacturing capacity and over 97% of anode-active material production. Korea holds a notable 9% share, with Japan following at 3%, making them the only significant players outside China in the cathode active material segment.
  • The region is expected to grow significantly in the electric vehicle battery materials market due to the increasing investments and government support. For instance, in May 2024, China announced it would invest USD 845 million in developing next-generation battery technology that powers electric vehicles. Such investments will boost the demand for electric vehicle battery material during the forecast period.
  • Thus, owing to the above-mentioned developments, Asia-Pacific is expected to dominate the market.

Electric Vehicle Battery Materials Industry Overview

The electric vehicle battery materials market is semi-fragmented. Some of the major players in the market (in no particular order) include Targray Technology International Inc., BASF SE, Mitsubishi Chemical Group Corporation, UBE Corporation, and Umicore.

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
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-acid
    • 5.1.3 Other Battery Types
  • 5.2 Material
    • 5.2.1 Anode
    • 5.2.2 Cathode
    • 5.2.3 Separator
    • 5.2.4 Electrolyte
    • 5.2.5 Other Materials
  • 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 by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Targray Technology International Inc.
    • 6.3.2 BASF SE
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 UBE Corporation
    • 6.3.5 Umicore
    • 6.3.6 Sumitomo Chemical Co. Ltd
    • 6.3.7 Nichia Corporation
    • 6.3.8 ENTEK International LLC
    • 6.3.9 Arkema SA
    • 6.3.10 Kureha Corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 The Increasing Research and Development of Other Battery Materials