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市場調查報告書
商品編碼
1737000
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Cathode Materials Market Size, Share, and Growth Analysis, By Material (Li-Ion Cathode Materials, Lead Dioxide Cathode Materials), By Battery Type (Lithium-Ion, Lead-Acid), By End-Use, By Region - Industry Forecast 2025-2032 |
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。
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.