鋰離子電池隔離膜：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

預計鋰離子電池隔膜市場將從 2025 年的 101.3 億美元成長到 2026 年的 116.1 億美元，預計在 2031 年達到 229.7 億美元，2026 年至 2031 年的複合年成長率為 14.62%。

電動車和大型儲能系統推動了新的需求，這些系統越來越需要高鎳化學系統和超薄陶瓷塗層來承受嚴苛的快速充電環境。雖然濕式加工的聚烯隔膜仍然是主流，但隨著汽車製造商加強熱保護措施，塗層產品正經歷快速成長。資本正流入那些強制要求在地化生產的地區。旭化成在安大略省投資15.6億加元建設的綜合設施就是一個典型的例子，它利用先發優勢重塑了供應鏈結構。同時，北美的稅額扣抵、歐洲的電池法規以及中國超級工廠的建設正在擾亂全球貿易流量，並使那些掌握成本效益高的樹脂整合技術並能保證本地化生產的供應商受益。

全球鋰離子電池隔離膜市場趨勢及洞察

鋰離子電池價格下降

到2024年，受碳酸鋰成本下降和中國電池產能過剩的推動，電池組價格將跌破100美元/kWh。新興市場對價格彈性的更高需求正在推動電動車的普及，進而帶動隔膜平方公尺需求的相應成長。電池製造商擴大將塗層製程外包以提高生產線效率，從而提升了塗層薄膜的市場佔有率，並有助於實現新建工廠20%的利潤率目標。成本下降也縮短了技術更新周期，使得薄膜厚度得以降低，同時又不影響其耐用性。

加速全球電動車普及

預計到2024年，全球電動車銷量將超過1,700萬輛，屆時將消耗約21億平方公尺的隔膜材料。高鎳正極材料會產生更高的熱量，因此需要使用在200°C以上溫度下穩定的陶瓷塗層或芳香聚醯胺增強隔膜。汽車製造商的電氣化舉措，例如本田的2040年後發展藍圖，正在促成多年隔膜合約的簽訂，從而緩解市場波動。

聚烯樹脂供需失衡

自2022年以來，超高分子量聚乙烯的產能比需求低8個百分點，導致樹脂價格上漲，給非一體化生產商帶來壓力。旭化成的內部樹脂供應網路有效緩解了價格波動，並使其生產線速度比現貨樹脂競爭對手提高了一倍。北美供不應求迫使新參與企業進口樹脂或採用替代聚合物，例如Sepion公司的芳香聚醯胺共混樹脂。

細分市場分析

截至2025年，濕式法聚烯將佔鋰離子電池隔離膜市場60.05%的佔有率。這一地位主要歸功於其均勻的孔隙率和亞微米級孔徑控制技術。然而，陶瓷塗層產品正以22.05%的複合年成長率快速成長，並贏得了汽車應用領域的訂單，這些應用需要175°C或更高的停機溫度。在線連續塗覆技術整合了成型和漿料塗覆，將產量比率損失降低到2%以下，並將利潤率提高5至7個百分點。

對於成本敏感型設備而言，未塗覆的聚烯仍然是首選材料，但隨著智慧型手機也開始採用更薄的塗覆隔膜，其受歡迎程度正在下降。功能性聚合物覆層，例如PVDF-HFP共混物，可提供低於5°的電解接觸角和快40%的塗覆速度，這標誌著第三項技術前沿的到來。

聚丙烯48.02%的市佔率反映了其成熟的擠出生產線和較低的樹脂成本。聚乙烯由於其130°C的熔點限制，在濕式混煉領域仍佔據主導地位，但多層PP/PE/PP複合材料目前已佔汽車產業出貨量的三分之一。不織布芳香聚醯胺奈米纖維膜在300°C下仍能維持尺寸穩定性，拉伸強度超過200 MPa，但價格為15-25美元/公斤。

低溫縮聚製程帶來的成本降低預計將在三年內使芳香聚醯胺的價格減半，從而促進其在高階電動車和航太領域的應用。然而，回收仍面臨挑戰：聚烯薄膜可以降級回收，但芳香聚醯胺目前尚無回收途徑，這給2027年歐洲法規結構帶來了挑戰。

鋰離子電池隔膜市場報告按隔膜類型（濕式工藝、乾法工藝、陶瓷塗層）、材料（聚丙烯、不織布等）、厚度（小於 15 毫米、16-20 毫米、大於 15 毫米）、形狀（軟包、圓柱形、棱柱形）、塗層（未塗層聚烯、在線連續陶瓷等）、應用汽車（汽車、電動車等地區）進行細分、汽車等地區。

區域分析

截至2025年，亞太地區將佔鋰離子電池隔板市場49.75%的佔有率，其中中國將佔據主導地位，其產能佔全球的75%。由於樹脂一體化和勞動力優勢，中國企業已將隔膜成本比日本競爭對手降低了30%至40%。隨著東麗和住友化學退出通用型隔板市場，轉而專注於固態電池這一細分市場，日本的市佔率將從2018年的35%下降到2021年的20%。韓國SK IE Technology在歐洲擁有47.5吉瓦時的電池產能，但累計2024年將虧損2,910億韓元，這意味著其利潤率將面臨壓力。

北美是成長最快的地區，複合年成長率高達21.43%，這主要得益於通膨控制方面的稅收優惠政策以及已宣布的超過50億美元的分離器投資。旭化成位於安大略省的工廠計劃到2027年實現年產能7億平方公尺，並佔據30%的區域市場佔有率；與此同時，Microporous和Sepion分別在維吉尼亞和加利福尼亞州擴建產能。政策穩定性仍然至關重要，取消稅額扣抵可能會導致資產閒置。

由於碳足跡和再生材料含量法規的限制，歐洲市場更傾向於本地生產。 SK IE Technology位於波蘭的工廠將新增3.4億平方公尺的產能，但該公司面臨的財務壓力使其長期供應前景不明朗。歐洲電池製造商Northvolt、ACC和Vercor正在開​​發自己的隔膜，這進一步加劇了現有製造商的壓力。儘管南美洲和中東/非洲市場規模仍然小規模，但巴西計劃在2024年推出15萬輛電動車，沙烏地阿拉伯的產業政策也可能從2027年起促成小規模本地產能的建立。

其他福利：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章 引言

• 研究假設和市場定義
• 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

• 市場概覽
• 市場促進因素
  • 鋰離子電池價格正在下降
  • 電動車在全球的加速普及
  • 固定式儲能計劃快速成長
  • 政府對國內電池供應鏈的激勵措施
  • 推廣高鎳正極材料超薄隔膜的OEM生產
  • 促進區域分離器超級工廠發展的在地化義務
• 市場限制
  • 聚烯樹脂供需失衡
  • 嚴格的安全和品質認證時間表
  • 濕式製程生產線中溶劑回收成本問題
  • 對廢舊分離器回收途徑的限制
• 供應鏈分析
• 監管環境
• 技術展望
• 波特五力模型
  • 供應商的議價能力
  • 買方的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭對手之間的競爭

第5章 市場規模與成長預測

• 分隔符
  • 濕式聚烯
  • 乾法製程聚烯
  • 陶瓷塗層
• 材料
  • 聚丙烯（PP）
  • 聚乙烯（PE）
  • 多層PP/PE/PP
  • 不織布及其他
• 按厚度
  • 15微米或更小
  • 16～20µm
  • 21～25µm
  • 25微米或以上
• 按電池形狀
  • 袋式電池
  • 圓柱形電池
  • 棱鏡電池
• 透過塗層技術
  • 在線連續陶瓷塗層
  • 離線陶瓷塗層
  • 功能性聚合物塗層
  • 未塗層聚烯
• 透過使用
  • 電動車
  • 家用電子電器
  • 固定式儲能
  • 工業和電動工具
• 按地區
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 義大利
    • 西班牙
    • 荷蘭
    • 北歐國家
    • 俄羅斯
    • 其他歐洲
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 東南亞國協
    • 澳洲和紐西蘭
    • 亞太其他地區
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地區
  • 中東和非洲
    • 沙烏地阿拉伯
    • 南非
    • 其他中東和非洲地區

第6章 競爭情勢

• 市場集中度
• 策略性舉措（併購、聯盟、購電協議）
• 市場佔有率分析（主要企業的市場排名和佔有率）
• 公司簡介
  • Asahi Kasei Corporation
  • Toray Industries Inc.
  • SK IE Technology Co. Ltd
  • Entek International LLC
  • Ube Corporation
  • Sumitomo Chemical Co. Ltd
  • Celgard LLC（Polypore）
  • W-Scope Corporation
  • Shenzhen Senior Technology
  • Cangzhou Mingzhu Plastic
  • Suzhou GreenPower
  • Sinoma Science & Tech
  • Dreamweaver International
  • Gellec Co. Ltd
  • Zhongke Science & Tech
  • Mitsubishi Paper Mills
  • Foshan Jinhui Hi-Tech
  • Freudenberg Performance Materials
  • Xiangyang Xingyuan
  • Teijin Ltd
  • Others（validated niche players）

第7章 市場機會與未來展望

The Lithium-ion Battery Separator Market is expected to grow from USD 10.13 billion in 2025 to USD 11.61 billion in 2026 and is forecast to reach USD 22.97 billion by 2031 at 14.62% CAGR over 2026-2031.

New demand stems from electric vehicles and utility-scale storage, which increasingly specify ultra-thin, ceramic-coated membranes that tolerate high-nickel chemistries and aggressive fast-charge profiles. Wet-process polyolefin separators still dominate, yet coated variants are growing rapidly as automakers elevate thermal-propagation safeguards. Capital is flowing to regions with domestic-content mandates; Asahi Kasei's CAD 1.56 billion Ontario complex exemplifies the first-mover incentives now reshaping the supply map. Meanwhile, North American tax credits, Europe's Battery Regulation, and China's gigafactory build-out are fragmenting global trade flows and rewarding suppliers that certify regional provenance while mastering cost-effective resin integration.

Global Lithium-ion Battery Separator Market Trends and Insights

Declining Lithium-Ion Battery Prices

Pack prices dipped below USD 100 kWh in 2024, aided by lower lithium carbonate costs and Chinese cell overcapacity. Price elasticity widens EV adoption in emerging markets, elevating separator square-meter demand in lockstep. Coated films gain share because cell makers outsource that step for in-line efficiency, supporting 20% margin targets at new integrated plants. Cost deflation also shortens technology refresh cycles, encouraging thinner membranes without sacrificing durability.

Accelerating Global EV Adoption

Global EV sales topped 17 million in 2024, consuming about 2.1 billion m2 of separator material. Nickel-rich cathodes intensify heat generation, forcing the adoption of ceramic-coated or aramid-reinforced separators stable above 200 °C. Automaker electrification pledges, such as Honda's post-2040 roadmap, lock multi-year separator contracts and mitigate market volatility.

Polyolefin Resin Supply-Demand Imbalance

Ultra-high-molecular-weight polyethylene capacity lags demand by eight points since 2022, inflating resin prices and squeezing non-integrated producers. Asahi Kasei's internal resin streams cushion volatility and double line speed relative to spot-resin competitors. North American shortages force startups to import resin or adopt alternative polymers such as Sepion's aramid blends.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Growth in Stationary Energy-Storage Projects
2. Government Incentives for Domestic Battery Supply Chains
3. Stringent Safety & Quality Certification Timelines

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Wet-process polyolefin held 60.05% lithium ion battery separator market share in 2025, a position built on uniform porosity and sub-1 µm pore control. Ceramic-coated variants, however, are pacing at 22.05% CAGR, capturing automotive contracts that demand shutdown temperatures above 175 °C. Inline coating integrates formation and slurry application, cutting yield loss to below 2% and boosting margins by 5-7 points.

Uncoated polyolefin still serves cost-sensitive devices, yet its grip is loosening as even smartphones migrate to thinner, coated separators. Functional polymer overlays, such as PVDF-HFP blends, deliver electrolyte contact angles under 5°, trimming formation time by 40% and hinting at a third technology frontier.

Polypropylene's 48.02% share reflects mature extrusion lines and low resin cost. Polyethylene continues to dominate wet-process formulations thanks to its 130 °C melt-point shutdown feature, but multilayer PP/PE/PP stacks now constitute one-third of automotive shipments. Non-woven aramid nanofiber membranes maintain dimensional stability at 300 °C and tensile strengths above 200 MPa, albeit at USD 15-25 kg pricing.

Cost breakthroughs via low-temperature polycondensation could halve aramid pricing within three years, widening adoption in premium EVs and aerospace. Recycling challenges persist: polyolefin films can downcycle, whereas aramid lacks pathways, a liability in Europe's 2027 mandate window.

The Lithium-Ion Battery Separator Market Report is Segmented by Separator Type (Wet-Process, Dry-Process, and Ceramic-Coated), Material (Polypropylene, Non-Woven and Others, and More), Thickness (Up To 15 Mm, 16 To 20 Mm, and More), Form Factor (Pouch, Cylindrical, and Prismatic), Coating (Uncoated Polyolefin, In-Line Ceramic, and More), Application (Automotive EV, and More), and Geography (North America, Asia-Pacific, and More).

Geography Analysis

Asia-Pacific controlled 49.75% of the lithium-ion battery separator market in 2025, led by China's 75% global capacity. Chinese firms lowered separator costs 30-40% below Japanese peers through resin integration and labor advantages. Japan's share slid from 35% in 2018 to 20% in 2021 as Toray and Sumitomo exited commodity grades for solid-state niches. Korea's SK IE Technology holds 47.5 GWh of European battery capacity but logged a 291 billion won loss in 2024, signaling margin pressure.

North America is the fastest-growing region at 21.43% CAGR, buoyed by Inflation Reduction Act incentives and more than USD 5 billion in announced separator investments. Asahi Kasei's Ontario site aims for 700 million m2 annual output and a 30% regional share by 2027, while Microporous and Sepion add capacity in Virginia and California, respectively. Policy stability remains critical; a repeal of credits could strand assets.

Europe's market is shaped by carbon-footprint and recycled-content rules that favor local production. SK IE Technology's Polish plants add 340 million m2 capacity, yet the firm's financial strain clouds longer-term supply. European cell makers Northvolt, ACC, and Verkor pursue in-house separators, further pressuring incumbents. South America and MEA remain minor, but Brazil's 150,000 EVs in 2024 and Saudi industrial policies may spur modest local capacity post-2027.

1. Asahi Kasei Corporation
2. Toray Industries Inc.
3. SK IE Technology Co. Ltd
4. Entek International LLC
5. Ube Corporation
6. Sumitomo Chemical Co. Ltd
7. Celgard LLC (Polypore)
8. W-Scope Corporation
9. Shenzhen Senior Technology
10. Cangzhou Mingzhu Plastic
11. Suzhou GreenPower
12. Sinoma Science & Tech
13. Dreamweaver International
14. Gellec Co. Ltd
15. Zhongke Science & Tech
16. Mitsubishi Paper Mills
17. Foshan Jinhui Hi-Tech
18. Freudenberg Performance Materials
19. Xiangyang Xingyuan
20. Teijin Ltd
21. Others (validated niche players)

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

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

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Declining lithium-ion battery prices
  • 4.2.2 Accelerating global EV adoption
  • 4.2.3 Rapid growth in stationary energy-storage projects
  • 4.2.4 Government incentives for domestic battery supply chains
  • 4.2.5 OEM push for ultra-thin separators for high-Ni cathodes
  • 4.2.6 Localization mandates driving regional separator gigafactories
• 4.3 Market Restraints
  • 4.3.1 Polyolefin resin supply-demand imbalance
  • 4.3.2 Stringent safety & quality certification timelines
  • 4.3.3 Solvent-recovery cost challenges in wet-process lines
  • 4.3.4 Limited recyclability pathways for spent separators
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Separator Type
  • 5.1.1 Wet-Process Polyolefin
  • 5.1.2 Dry-Process Polyolefin
  • 5.1.3 Ceramic-Coated
• 5.2 By Material
  • 5.2.1 Polypropylene (PP)
  • 5.2.2 Polyethylene (PE)
  • 5.2.3 Multilayer PP/PE/PP
  • 5.2.4 Non-woven and Others
• 5.3 By Thickness
  • 5.3.1 Up to 15 µm
  • 5.3.2 16 to 20 µm
  • 5.3.3 21 to 25 µm
  • 5.3.4 Above 25 µm
• 5.4 By Battery Form Factor
  • 5.4.1 Pouch Cells
  • 5.4.2 Cylindrical Cells
  • 5.4.3 Prismatic Cells
• 5.5 By Coating Technology
  • 5.5.1 In-line Ceramic Coating
  • 5.5.2 Offline Ceramic Coating
  • 5.5.3 Functional Polymer Coatings
  • 5.5.4 Uncoated Polyolefin
• 5.6 By Application
  • 5.6.1 Automotive EV
  • 5.6.2 Consumer Electronics
  • 5.6.3 Stationary Energy Storage
  • 5.6.4 Industrial and Power Tools
• 5.7 By Geography
  • 5.7.1 North America
    • 5.7.1.1 United States
    • 5.7.1.2 Canada
    • 5.7.1.3 Mexico
  • 5.7.2 Europe
    • 5.7.2.1 Germany
    • 5.7.2.2 United Kingdom
    • 5.7.2.3 France
    • 5.7.2.4 Italy
    • 5.7.2.5 Spain
    • 5.7.2.6 Netherlands
    • 5.7.2.7 NORDIC Countries
    • 5.7.2.8 Russia
    • 5.7.2.9 Rest of Europe
  • 5.7.3 Asia-Pacific
    • 5.7.3.1 China
    • 5.7.3.2 India
    • 5.7.3.3 Japan
    • 5.7.3.4 South Korea
    • 5.7.3.5 ASEAN Countries
    • 5.7.3.6 Australia and New Zealand
    • 5.7.3.7 Rest of Asia Pacific
  • 5.7.4 South America
    • 5.7.4.1 Brazil
    • 5.7.4.2 Argentina
    • 5.7.4.3 Rest of South America
  • 5.7.5 Middle East and Africa
    • 5.7.5.1 Saudi Arabia
    • 5.7.5.2 South Africa
    • 5.7.5.3 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Asahi Kasei Corporation
  • 6.4.2 Toray Industries Inc.
  • 6.4.3 SK IE Technology Co. Ltd
  • 6.4.4 Entek International LLC
  • 6.4.5 Ube Corporation
  • 6.4.6 Sumitomo Chemical Co. Ltd
  • 6.4.7 Celgard LLC (Polypore)
  • 6.4.8 W-Scope Corporation
  • 6.4.9 Shenzhen Senior Technology
  • 6.4.10 Cangzhou Mingzhu Plastic
  • 6.4.11 Suzhou GreenPower
  • 6.4.12 Sinoma Science & Tech
  • 6.4.13 Dreamweaver International
  • 6.4.14 Gellec Co. Ltd
  • 6.4.15 Zhongke Science & Tech
  • 6.4.16 Mitsubishi Paper Mills
  • 6.4.17 Foshan Jinhui Hi-Tech
  • 6.4.18 Freudenberg Performance Materials
  • 6.4.19 Xiangyang Xingyuan
  • 6.4.20 Teijin Ltd
  • 6.4.21 Others (validated niche players)

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment