正極材料市場規模、佔有率、按材料、電池類型、最終用途和地區分類的成長分析 - 產業預測，2025 年至 2032 年

2023 年全球正極材料市場規模為 278.3 億美元，預計將從 2024 年的 317.3 億美元成長到 2032 年的 905.0 億美元，預測期內（2025-2032 年）的複合年成長率為 14.0%。

市場動態受到對採用先進電池技術的電動車和消費性電子產品日益成長的需求的影響。汽車產業正顯著轉向清潔和永續的替代燃料，將電池定位為關鍵的電力儲存解決方案。電池由正極材料、負極材料、隔離物和電解質等關鍵部件組成，對能源效率至關重要。正極材料從第一代到第三代的演變凸顯了持續的技術創新。隨著智慧型手機和筆記型電腦等設備擴大採用輕巧的可充電電池，預計市場將出現強勁成長。然而，在正極材料需求激增（尤其是在電動車和可再生能源儲存應用領域）的情況下，圍繞電池技術日益成長的安全問題對市場擴張構成了挑戰。

目錄

介紹

• 調查目的
• 研究範圍
• 定義

調查方法

• 資訊採購
• 二次資料和一次資料方法
• 市場規模預測
• 市場假設與限制

執行摘要

• 全球市場展望
• 供需趨勢分析
• 細分機會分析

市場動態與展望

• 市場概覽
• 市場規模
• 市場動態
  • 促進因素和機會
  • 限制與挑戰
• 波特的分析

關鍵市場考察

• 關鍵成功因素
• 競爭程度
• 重大投資機會
• 市場生態系統
• 市場吸引力指數（2024年）
• PESTEL分析
• 總體經濟指標
• 價值鏈分析
• 定價分析

陰極材料市場規模：依材料分類的複合年成長率（2025-2032）

• 市場概覽
• 鋰離子正極材料
  • 磷酸鋰鐵
  • 鈷酸鋰
  • 鋰鎳錳鈷
  • 鋰鎳鈷鋁
  • 錳酸鋰
• 二氧化鉛正極材料
• 其他正極材料

正極材料市場規模（按電池類型和複合年成長率） (2025-2032)

• 市場概覽
• 鋰離子
• 鉛酸電池
• 其他

正極材料市場規模：以最終用途分類的複合年成長率（2025-2032 年）

• 市場概覽
• 車
• 消費性電子產品
• 產業
• 其他

正極材料市場規模/複合年成長率（2025-2032）

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 英國
  • 義大利
  • 其他歐洲國家
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 其他亞太地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲
• 中東和非洲
  • 海灣合作理事會國家
  • 南非
  • 其他中東和非洲地區

競爭資訊

• 前五大公司對比
• 主要企業市場定位（2024年）
• 主要市場參與者所採取的策略
• 近期市場趨勢
• 公司市場佔有率分析（2024年）
• 主要企業簡介
  • 公司詳情
  • 產品系列分析
  • 公司分部佔有率分析
  • 收益與前一年同期比較對比（2022-2024 年）

主要企業簡介

• Umicore（Belgium）
• BASF SE（Germany）
• Johnson Matthey plc（United Kingdom）
• LG Chem Ltd.（South Korea）
• POSCO Chemical Co., Ltd.（South Korea）
• Mitsui Mining & Smelting Co., Ltd.（Japan）
• Sumitomo Metal Mining Co., Ltd.（Japan）
• Toda Kogyo Corp.（Japan）
• Nippon Chemical Industrial Co., Ltd.（Japan）
• Nichia Corporation（Japan）
• Hitachi Chemical Co., Ltd.（Japan）
• Kureha Corporation（Japan）
• 3M Company（United States）
• NEI Corporation（United States）
• Nano One Materials Corp.（Canada）
• Zhejiang Huayou Cobalt Co., Ltd.（China）
• Ganfeng Lithium Co., Ltd.（China）
• Tinci Materials Technology Co., Ltd.（China）
• Xiamen Tungsten Co., Ltd.（China）
• Beijing Easpring Material Technology Co., Ltd.（China）

結論和建議

Global Cathode Materials Market size was valued at USD 27.83 billion in 2023 and is poised to grow from USD 31.73 billion in 2024 to USD 90.5 billion by 2032, growing at a CAGR of 14.0% during the forecast period (2025-2032).

Market dynamics are increasingly influenced by the burgeoning demand for electric vehicles and consumer electronics that utilize advanced battery technology. The automotive sector is notably pivoting towards clean, sustainable fuel alternatives, positioning batteries as vital electricity storage solutions. Comprising key components such as cathode materials, anodes, spacers, and electrolytes, batteries are vital for energy efficiency. The evolution of cathode materials from first to third generation highlights ongoing innovation. This market is poised for robust growth, driven by heightened adoption of lightweight, rechargeable batteries across devices, including smartphones and laptops. Nevertheless, rising safety concerns surrounding battery technology pose challenges to market expansion, particularly as the demand for cathode materials surges in EVs and renewable energy storage applications.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Cathode Materials market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Cathode Materials Market Segments Analysis

Global Cathode Materials Market is segmented by Material, Battery Type, End-Use and region. Based on Material, the market is segmented into Li-Ion Cathode Materials, Lead Dioxide Cathode Materials and Other Cathode Materials. Based on Battery Type, the market is segmented into Lithium-Ion, Lead-Acid and Others. Based on End-Use, the market is segmented into Automotive, Consumer Electronics, Industrial and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Cathode Materials Market

The worldwide movement towards sustainable transportation is a significant catalyst for the growth of the global cathode materials market. Essential components such as NMC (Nickel Manganese Cobalt) and LFP (Lithium Iron Phosphate) are crucial for the production of high-capacity batteries used in electric vehicles (EVs). As we moved into 2024, major automotive players like Tesla, BYD, and Volkswagen have aggressively expanded their EV offerings, leading to a notable increase in demand for efficient and economically viable cathode materials. For instance, BYD has significantly increased its use of LFP-based batteries, solidifying LFP's leading position in the budget-friendly EV market.

Restraints in the Global Cathode Materials Market

The Global Cathode Materials market faces considerable challenges stemming from the volatility of critical minerals such as cobalt, nickel, and lithium, driven by geopolitical tensions and constrained mining capabilities. In 2024, disruptions in supply from the Democratic Republic of Congo, a key supplier of cobalt, created instability that directly affected the pricing and availability of cobalt-based cathode materials. As a reaction to these challenges, manufacturers have been compelled to consider lower-cobalt or cobalt-free alternatives. However, this shift remains a significant short-term obstacle, hindering progress in the development of reliable and cost-effective cathode materials for various applications.

Market Trends of the Global Cathode Materials Market

The Global Cathode Materials market is witnessing a significant trend towards low-cobalt and cobalt-free chemistries, propelled by rising cost concerns and sustainability priorities. In 2024, companies like CATL are pioneering advanced manganese-based cathodes specifically tailored for commercial electric vehicles (EVs), effectively diminishing reliance on costly cobalt while ensuring competitive energy density. This shift not only fosters market diversification but also aligns with Environmental, Social, and Governance (ESG) goals, making it increasingly appealing to eco-conscious consumers and investors alike. As manufacturers adapt to these trends, the landscape of cathode materials is evolving, promising a more sustainable future for electrification.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis

Global Cathode Materials Market Size by Material & CAGR (2025-2032)

• Market Overview
• Li-Ion Cathode Materials
  • Lithium Iron Phosphate
  • Lithium Cobalt Oxide
  • Lithium Nickel Manganese Cobalt
  • Lithium Nickel Cobalt Aluminum
  • Lithium Manganese Oxide
• Lead Dioxide Cathode Materials
• Other Cathode Materials

Global Cathode Materials Market Size by Battery Type & CAGR (2025-2032)

• Market Overview
• Lithium-Ion
• Lead-Acid
• Others

Global Cathode Materials Market Size by End-Use & CAGR (2025-2032)

• Market Overview
• Automotive
• Consumer Electronics
• Industrial
• Others

Global Cathode Materials Market Size & CAGR (2025-2032)

• North America (Material, Battery Type, End-Use)
  • US
  • Canada
• Europe (Material, Battery Type, End-Use)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Material, Battery Type, End-Use)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Material, Battery Type, End-Use)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Material, Battery Type, End-Use)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• Umicore (Belgium)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BASF SE (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Johnson Matthey plc (United Kingdom)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• LG Chem Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• POSCO Chemical Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mitsui Mining & Smelting Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sumitomo Metal Mining Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toda Kogyo Corp. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nippon Chemical Industrial Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nichia Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hitachi Chemical Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Kureha Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• 3M Company (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NEI Corporation (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nano One Materials Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Zhejiang Huayou Cobalt Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ganfeng Lithium Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tinci Materials Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Xiamen Tungsten Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Beijing Easpring Material Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations