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市場調查報告書
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1937338

陰極材料：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

Cathode Materials - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
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

預計陰極材料市場將從 2025 年的 311 萬噸成長到 2026 年的 386 萬噸，到 2031 年將達到 1,133 萬噸，2026 年至 2031 年的複合年成長率為 24.05%。

陰極材料市場-IMG1

電動車產量不斷成長、排放法規日益嚴格以及區域供應鏈投資，共同推動了正極材料市場的強勁成長。同時，諸如無前驅體合成等製造製程的進步，正逐步降低單位成本。儘管亞太地區仍佔據全球產量的大部分，但北美和歐洲的政策獎勵正在加速區域產能擴張，以降低供應安全風險。磷酸鋰鐵（LFP）的快速商業化以及鎳錳鈷（NMC）複合材料應用範圍的不斷擴大，正在推動固態電池原型的發展，預示著未來配方變化的到來。同時，回收基礎設施的完善和強制性再生材料含量要求，正在重塑正極原料的經濟格局，並為正極材料產業創造新的收入來源。

全球正極材料市場趨勢與洞察

電動車產量快速成長

到2024年，全球電動車電池裝置容量將超過1170吉瓦時，約佔鋰離子電池總產量的76%，這將直接推動對高能量密度正極材料（如NMC、LMFP和先進的LFP變體）的需求。汽車製造商簽訂的多年電池供應契約，正將車輛生產計劃轉化為可預測的正極材料訂購模式，從而提高了正極材料市場的預測透明度。上游的連鎖反應顯而易見，例如KoBold Metals公司對其Manono鋰礦床投資10億美元，這預示著原料擴張領域將迎來新的資金流入。電動車的應用範圍已從乘用車擴展到公車、貨車和固定式能源儲存系統，顯著擴大了正極材料的潛在市場。未來的發展動能將取決於消費者持續的接受度和全國充電基礎設施的建設，而這兩者在不同地區之間存在顯著差異。

政府獎勵和排放控制

諸如美國《通貨膨脹控制法案》和歐盟《關鍵材料法案》等立法正在重塑籌資策略，它們強制規定了原始設備製造商（OEM）必須達到的國產和回收材料比例，才能獲得財政獎勵。與外國公司（FOC）條款掛鉤的稅額扣抵抵免有效地促使美國買家在2025年後避開中國供應商，從而為美國和加拿大的陰極材料行業新建陰極工廠創造了短期機會。歐洲計劃在2030年實現鋰和鈷加工的完全自給自足，為此在採礦和精煉計劃上投資了225億歐元，從而為本地採購的陰極材料創造了高階市場。加拿大投資1億加元建設鈷精煉廠，顯示西方國家正在支持關鍵的上游工程基礎設施。合規成本預計將使本地採購的陰極材料價格上漲20-30%，但同時，它們也降低了長期供應風險。

關鍵礦產價格（鎳、鈷、鋰）波動性

大宗商品價格的快速波動擠壓了利潤空間，並使長期合約的複雜性增加。 2024年鈷價的突然暴跌導致多個重大計劃延期，其中包括BASF和埃拉梅特取消了價值26億美元的鎳項目。碳酸鋰市場也出現了類似的趨勢，迫使企業對沖採購風險，並加速了對無鈷化學技術的興趣，例如麻省理工學院開發並授權給蘭博基尼使用的TAQ有機陰極材料。價格的不確定性增加了回收的吸引力，但目前的再生材料產能不足以抵銷原生材料供應的波動。

細分市場分析

預計到2025年，鋰離子電池將佔據正極材料市場88.20%的佔有率，並在2031年之前以25.62%的複合年成長率成長。這將鞏固其在電動車、消費性電子產品和儲能領域的平台主導地位，顯示鋰離子電池將在整個預測期內繼續推動正極材料市場的發展。鉛酸電池在汽車起動器領域仍保持其市場佔有率，但隨著鋰離子電池成本接近其水平，其市場佔有率正在逐漸下降。鈉離子電池在固定式儲能領域的早期應用已顯示出商業化的跡象，但在整個市場中所佔佔有率仍然很小。雖然液流電池由於初始成本高昂，目前僅限於一些特定的電網計劃，但其能量密度的持續提升預計將在本世紀末為其開闢新的應用領域。

持續的規模經濟效益、六倍的使用壽命提升以及諸如寧德時代6C超快充電磷酸鐵鋰電池架構等從電芯到電池組的創新，將使鋰離子電池保持其性能和成本優勢。回收材料含量法規的推進將透過確保原料循環利用，進一步鞏固鋰離子電池的安裝基礎。因此，鋰離子電池將繼續主導正極材料產業的價格、製造標準和研發方向。

陰極材料市場報告按電池類型（鉛酸電池、鋰離子電池、鈉離子電池、液流電池）、材料（磷酸鋰鐵、鈷酸鋰、鎳錳鈷酸鋰、錳酸鋰等）、終端用戶行業（汽車、家用電子電器、電動工具等）和地區（亞太地區、北美、歐洲、南美、中東和非洲）進行細分。

區域分析

亞太地區預計到2025年將佔據79.10%的市場佔有率，並預計在2031年之前保持26.34%的複合年成長率，這反映了該地區在採礦、加工和電池製造方面的深度整合。中國憑藉其成本優勢和獨特的工藝技術，為這一生態系統提供動力，從而確保了持續的創新步伐。韓國和日本則提供互補的高精度製造和先進材料配方，進一步鞏固了該地區的優勢。

北美是關鍵區域市場，反通膨立法和國內含量要求推動了資本流入新建陰極鈷工廠。美國政府提案薩克帕斯礦10%的股份，以及加拿大鈷提煉的擴建，都顯示企業正加速向上游資產領域投資，旨在降低供應風險。然而，高昂的投入成本和漫長的核准週期限制了企業近期的競爭力。

《歐洲關鍵材料法案》為47個計劃提供總計225億歐元的資金，旨在到2030年實現鋰和鈷的自給自足，並製定了嚴格的再生材料含量要求，以重組原料採購結構。該地區以永續性中心的方針促進了循環供應鏈的發展，但與亞洲進口產品相比，成本競爭力仍面臨挑戰。中東和非洲是一個充滿機會的新興市場，正在進行的可再生能源項目正在形成區域需求中心，並有望發展成為未來的投資熱點。

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
    • 電動車產量快速成長
    • 政府獎勵和排放控制
    • 規模經濟效應降低了電池組成本。
    • 美國和歐盟陰極供應鏈的本地化
    • 鈉離子電池和LMFP電池的商業化將增加對正極材料的需求。
  • 市場限制
    • 關鍵礦產（鎳、鈷、鋰）價格波動
    • 中國供應鏈集中度
    • 固態電池降低陰極材料用量/千瓦時
  • 價值鏈分析
  • 監管環境
  • 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
    • 競爭程度

第5章 市場規模與成長預測

  • 依電池類型
    • 鉛酸電池
    • 鋰離子
    • 鈉離子
    • 液流電池
  • 材料
    • 磷酸鋰鐵
    • 氧化鈷鋰
    • 鋰鎳錳鈷
    • 錳酸鋰
    • 鋰鎳鈷鋁氧化物
    • 二氧化鉛
    • 其他材料（磷酸鐵鈉、氫氧化鈉和石墨）
  • 按最終用戶行業分類
    • 車
    • 家用電子電器
    • 電動工具
    • 儲能
    • 其他應用（醫療設備、航太零件等）
  • 按地區
    • 亞太地區
      • 中國
      • 日本
      • 韓國
      • 印度
      • 印尼
      • 越南
      • 泰國
      • 馬來西亞
      • 亞太其他地區
    • 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
      • 北歐國家
      • 土耳其
      • 俄羅斯
      • 其他歐洲地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 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
  • 策略趨勢
  • 市佔率/排名分析
  • 公司簡介
    • BASF
    • Contemporary Amperex Technology Co., Limited.
    • Ecopro BM
    • Eramet（Sandouville）
    • Guangxi CNGR Advanced Material
    • Himadri Speciality Chemical Ltd
    • Huayou Cobalt Co., Ltd.
    • IBU-tec
    • LANDF CORP
    • LG Chem
    • MITSUI MINING & SMELTING CO.,LTD.
    • NICHIA CORPORATION
    • Nippon Chemical Industrial Co., Ltd.
    • POSCO HOLDINGS.（POSCO FUTURE M）
    • Shenzhen Dynanonic Co., Ltd.
    • Showa Denko Materials
    • Sumitomo Metal Mining Co., Ltd.
    • Targray
    • Umicore
    • XTC New Energy Materials

第7章 市場機會與未來展望

簡介目錄
Product Code: 69437

The Cathode Materials Market is expected to grow from 3.11 Million tons in 2025 to 3.86 Million tons in 2026 and is forecast to reach 11.33 Million tons by 2031 at 24.05% CAGR over 2026-2031.

Cathode Materials - Market - IMG1

Rising electric-vehicle (EV) production, aggressive emissions regulations, and localized supply-chain investments anchor the robust growth trajectory of the cathode materials market, while advances in manufacturing processes, such as precursor-free synthesis, are gradually lowering unit costs. Asia-Pacific continues to contribute the bulk of global output, yet North American and European policy incentives are accelerating regional capacity additions to mitigate supply-security risks. Rapid commercialization of lithium-iron-phosphate (LFP) and evolving lithium-nickel-manganese-cobalt (NMC) blends broadens application windows, even as solid-state prototypes foreshadow future formulation shifts. Parallel development of recycling infrastructure and mandatory recycled-content quotas is recasting cathode feedstock economics and fostering new revenue pools in the cathode materials industry.

Global Cathode Materials Market Trends and Insights

Surging EV Production Volumes

Global EV battery installations surpassed 1,170 GWh in 2024, equaling roughly 76% of all lithium-ion battery output and directly driving demand for higher-energy cathodes such as NMC, LMFP, and advanced LFP variants. Automakers' multiyear battery-supply contracts are translating vehicle production schedules into predictable cathode ordering patterns, strengthening forecasting visibility in the cathode materials market. The upstream ripple is evident in KoBold Metals' USD 1 billion commitment to the Manono lithium deposit, signaling fresh capital flows into raw-material expansion. Adoption extends beyond passenger cars into buses, delivery fleets, and stationary energy-storage systems, substantially enlarging the addressable cathode materials market. Future momentum rests on sustained consumer acceptance and nationwide charging-infrastructure build-outs, which vary widely by region.

Government Incentives and Emissions Regulations

Legislation such as the U.S. Inflation Reduction Act and the EU Critical Raw Materials Act reshapes procurement strategies by imposing domestic-content and recycled-content thresholds that OEMs must meet to unlock financial incentives. Tax credits linked to Foreign Entity of Concern provisions effectively steer American buyers away from Chinese suppliers starting in 2025, opening near-term opportunities for new U.S. and Canadian cathode plants in the cathode materials industry. Europe's plan to achieve full processing self-sufficiency in lithium and cobalt by 2030 channels EUR 22.5 billion into extraction and refining projects, providing a premium market for regionally sourced cathode feedstock. Canada's CAD 100 million cobalt refinery investment demonstrates how Western governments are underwriting critical upstream infrastructure. Compliance costs are driving a price premium-estimated at 20-30%-for regionally sourced cathode materials but simultaneously de-risking long-term supply.

Critical Mineral Price Volatility (Ni, Co, Li)

Sharp commodity-price swings erode margins and complicate long-term contracts. Cobalt prices sank in 2024, prompting major project deferrals, including BASF-Eramet's USD 2.6 billion nickel venture cancellation. Similar patterns in lithium carbonate have forced procurement hedges and accelerated interest in cobalt-free chemistries like MIT's TAQ organic cathode licensed by Lamborghini. Price unpredictability amplifies the appeal of recycling, yet current secondary-material capacity is insufficient to offset primary-supply volatility.

Other drivers and restraints analyzed in the detailed report include:

  1. Battery-Pack Cost Decline from Scale Learning
  2. Localization of Cathode Supply Chains in US and EU
  3. Supply-Chain Concentration in China

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

Segment Analysis

Lithium-ion batteries comprised 88.20% of the cathode materials market share in 2025 and are tracking a 25.62% CAGR to 2031, reinforcing the platform's primacy across EV, consumer electronics, and storage sectors. This dominance positions lithium-ion as the engine of the cathode materials through the forecast horizon. Lead-acid retains an automotive-starter niche but surrenders volume as lithium-ion approaches cost parity. Nascent sodium-ion deployments in stationary storage demonstrate early commercialization yet still represent a marginal slice of overall market size. Flow batteries remain confined to specialized grid projects due to higher upfront costs, but ongoing energy-density gains could unlock new opportunity strata by decade's end.

Continuing scale benefits, six-fold life-cycle improvements, and cell-to-pack innovations such as CATL's 6C ultra-fast-charging LFP architecture sustain lithium-ion's performance-cost momentum. Regulatory push for recycling content further cements lithium-ion's installed base by ensuring a circular raw-material loop. Consequently, lithium-ion will continue dictating pricing, manufacturing standards, and R&D direction within the cathode materials industry.

The Cathode Materials Market Report is Segmented by Battery Type (Lead-Acid, Lithium-Ion, Sodium-Ion, Flow Batteries), Materials (Lithium Iron Phosphate, Lithium Cobalt Oxide, Lithium-Nickel Manganese Cobalt, Lithium Manganese Oxide, and More), End-User Industry (Automotive, Consumer Electronics, Power Tools, and More), and Geography (Asia-Pacific, North America, Europe, South America, Middle-East and Africa).

Geography Analysis

Asia-Pacific commanded 79.10% of the market share in 2025 and is on a 26.34% CAGR trajectory to 2031, reflecting deep integration across mining, processing, and cell manufacturing. China anchors this ecosystem through cost advantages and proprietary process expertise, enabling sustained innovation velocity. South Korea and Japan provide complementary high-precision manufacturing and advanced material formulations, reinforcing regional dominance.

North America is a significant regional segment, catalyzed by the Inflation Reduction Act and domestic-content requirements funneling capital into new cathode plants. The U.S. government's proposed 10% stake in Thacker Pass and Canada's cobalt refinery build-out exemplify upstream asset acceleration aimed at de-risking supply. Nevertheless, higher input costs and lengthy permitting cycles temper short-term competitiveness.

Europe's Critical Raw Materials Act underwrites EUR 22.5 billion across 47 projects to achieve lithium and cobalt self-sufficiency by 2030, paired with stringent recycled-content mandates that reshape feedstock sourcing. The region's sustainability-centric approach fosters closed-loop supply chains but challenges cost parity with Asian imports. The Middle East and Africa remain emerging yet opportunity-rich, with ongoing renewable-energy initiatives creating localized demand nodes that could evolve into future investment hotspots.

  1. BASF
  2. Contemporary Amperex Technology Co., Limited.
  3. Ecopro BM
  4. Eramet (Sandouville)
  5. Guangxi CNGR Advanced Material
  6. Himadri Speciality Chemical Ltd
  7. Huayou Cobalt Co., Ltd.
  8. IBU-tec
  9. LANDF CORP
  10. LG Chem
  11. MITSUI MINING & SMELTING CO.,LTD.
  12. NICHIA CORPORATION
  13. Nippon Chemical Industrial Co., Ltd.
  14. POSCO HOLDINGS. (POSCO FUTURE M)
  15. Shenzhen Dynanonic Co., Ltd.
  16. Showa Denko Materials
  17. Sumitomo Metal Mining Co., Ltd.
  18. Targray
  19. Umicore
  20. XTC New Energy Materials

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions and 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 Surging EV production volumes
    • 4.2.2 Government incentives and emissions regulations
    • 4.2.3 Battery-pack cost decline from scale learning
    • 4.2.4 Localization of cathode supply chains in US and EU
    • 4.2.5 Sodium-ion and LMFP commercialisation expanding cathode demand
  • 4.3 Market Restraints
    • 4.3.1 Critical mineral price volatility (Ni, Co, Li)
    • 4.3.2 Supply-chain concentration in China
    • 4.3.3 Solid-state batteries reducing cathode mass/kWh
  • 4.4 Value Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Porter's Five Forces
    • 4.6.1 Bargaining Power of Suppliers
    • 4.6.2 Bargaining Power of Buyers
    • 4.6.3 Threat of New Entrants
    • 4.6.4 Threat of Substitutes
    • 4.6.5 Degree of Competition

5 Market Size and Growth Forecasts (Volume)

  • 5.1 By Battery Type
    • 5.1.1 Lead-acid
    • 5.1.2 Lithium-ion
    • 5.1.3 Sodium-ion
    • 5.1.4 Flow batteries
  • 5.2 By Materials
    • 5.2.1 Lithium Iron Phosphate
    • 5.2.2 Lithium Cobalt Oxide
    • 5.2.3 Lithium-Nickel Manganese Cobalt
    • 5.2.4 Lithium Manganese Oxide
    • 5.2.5 Lithium Nickel Cobalt Aluminium Oxide
    • 5.2.6 Lead Dioxide
    • 5.2.7 Other Materials (Sodium Iron Phosphate, Oxyhydroxide, and Graphite)
  • 5.3 By End-user Industry
    • 5.3.1 Automotive
    • 5.3.2 Consumer Electronics
    • 5.3.3 Power Tools
    • 5.3.4 Energy Storage
    • 5.3.5 Other Applications (Medical Devices, Aerospace Components, etc)
  • 5.4 By Geography
    • 5.4.1 Asia-Pacific
      • 5.4.1.1 China
      • 5.4.1.2 Japan
      • 5.4.1.3 South Korea
      • 5.4.1.4 India
      • 5.4.1.5 Indonesia
      • 5.4.1.6 Vietnam
      • 5.4.1.7 Thailand
      • 5.4.1.8 Malaysia
      • 5.4.1.9 Rest of Asia-Pacific
    • 5.4.2 North America
      • 5.4.2.1 United States
      • 5.4.2.2 Canada
      • 5.4.2.3 Mexico
    • 5.4.3 Europe
      • 5.4.3.1 Germany
      • 5.4.3.2 United Kingdom
      • 5.4.3.3 France
      • 5.4.3.4 Italy
      • 5.4.3.5 Spain
      • 5.4.3.6 Nordic Countries
      • 5.4.3.7 Turkey
      • 5.4.3.8 Russia
      • 5.4.3.9 Rest of Europe
    • 5.4.4 South America
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 Rest of South America
    • 5.4.5 Middle-East and Africa
      • 5.4.5.1 Saudi Arabia
      • 5.4.5.2 South Africa
      • 5.4.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share**/Ranking Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
    • 6.4.1 BASF
    • 6.4.2 Contemporary Amperex Technology Co., Limited.
    • 6.4.3 Ecopro BM
    • 6.4.4 Eramet (Sandouville)
    • 6.4.5 Guangxi CNGR Advanced Material
    • 6.4.6 Himadri Speciality Chemical Ltd
    • 6.4.7 Huayou Cobalt Co., Ltd.
    • 6.4.8 IBU-tec
    • 6.4.9 LANDF CORP
    • 6.4.10 LG Chem
    • 6.4.11 MITSUI MINING & SMELTING CO.,LTD.
    • 6.4.12 NICHIA CORPORATION
    • 6.4.13 Nippon Chemical Industrial Co., Ltd.
    • 6.4.14 POSCO HOLDINGS. (POSCO FUTURE M)
    • 6.4.15 Shenzhen Dynanonic Co., Ltd.
    • 6.4.16 Showa Denko Materials
    • 6.4.17 Sumitomo Metal Mining Co., Ltd.
    • 6.4.18 Targray
    • 6.4.19 Umicore
    • 6.4.20 XTC New Energy Materials

7 Market Opportunities and Future Outlook

  • 7.1 White-space and Unmet-Need Assessment