鋰離子電池負極材料市場規模、佔有率及成長分析（按電池產品、製造技術、材料、應用和地區分類）－產業預測（2026-2033）

全球鋰離子電池負極材料市場規模預計在 2024 年達到 196 億美元，從 2025 年的 262.6 億美元成長到 2033 年的 2,730.2 億美元，在預測期（2026-2033 年）內複合年成長率為 34.0%。

鋰離子電池負極材料市場正經歷顯著成長，這主要得益於電動車的普及、儲能技術需求的不斷成長以及矽和複合負極材料的進步。關鍵因素包括清潔能源政策的支持以及各行業加大研發投入，這些投入主要集中在電池的性能、效率和永續性。電動車產量的快速成長凸顯了對高容量、快速充電池的需求，而可再生能源的併網則推動了對創新負極材料的需求。儘管需求強勁，但尖端材料高成本、原料短缺和監管障礙等持續存在的挑戰可能會限制市場成長，並使全球供應鏈複雜化。然而，該市場也為電池技術的發展和創新提供了巨大的機會。

全球鋰離子電池負極材料市場促進因素

全球鋰離子電池負極材料市場的主要驅動力之一是電動車 (EV) 和可再生能源儲存系統日益成長的需求。隨著各國政府和消費者越來越重視永續交通解決方案和脫碳舉措，電動車、電網儲能和家用電子電器對高性能鋰離子電池的需求也隨之飆升。這種需求的激增，加上負極材料（例如矽基複合材料和其他創新材料）的進步，提高了能量密度和效率，進一步推動了鋰離子電池的普及應用。因此，對研發的投資和產能的擴張正在推動負極材料產業的成長。

全球鋰離子電池負極材料市場面臨的限制因素

全球鋰離子電池負極材料市場的主要限制因素之一是石墨和矽等關鍵原料供應鏈的不穩定性。這些材料的供應和價格波動會阻礙產能，並增加製造商的成本。此外，與這些原料的開採和加工相關的環境和監管挑戰可能導致更嚴格的法規，從而限制其開採並影響供應鏈。隨著企業尋求更永續的舉措，向替代材料的過渡雖然前景廣闊，但最初可能會減緩現有鋰離子電池技術的普及和擴充性，可能會影響整體市場成長。

鋰離子電池負極材料市場的全球趨勢

全球鋰離子電池負極材料市場正呈現顯著的趨勢，矽-石墨複合負極材料的應用日益普及。與傳統的石墨負極材料相比，矽-石墨複合負極材料具有更高的能量密度和更快的充電速度。這項轉變的驅動力源自於持續不斷的研發投入，旨在克服體積膨脹和循環壽命提升等挑戰，使其在電動車、可再生能源儲存解決方案和先進攜帶式電子設備等領域廣泛應用。隨著製造商將電池性能創新置於優先地位，預計對這類複合材料的需求將持續成長，這反映了整個行業在電池技術和永續性方面所做的重大努力。

目錄

介紹

• 調查目標
• 市場定義和範圍

調查方法

• 調查過程
• 二手資料和一手資料方法
• 市場規模估算方法

執行摘要

• 全球市場展望
• 市場主要亮點
• 細分市場概覽
• 競爭格局概述

市場動態與展望

• 總體經濟指標
• 促進因素和機遇
• 限制與挑戰
• 供給面趨勢
• 需求面趨勢
• 波特的分析和影響

關鍵市場考察

• 關鍵成功因素
• 影響市場的因素
• 關鍵投資機會
• 生態系測繪
• 市場吸引力指數（2025）
• PESTEL 分析
• 價值鏈分析
• 定價分析
• 案例研究
• 監管環境
• 技術評估

全球鋰離子電池負極材料市場規模（以電池產品分類）及複合年成長率（2026-2033 年）

• 細胞
• 電池組

全球鋰離子電池負極材料市場規模（依製造技術及複合年成長率分類）（2026-2033 年）

• 化學氣相沉積
• 漿料塗層
• 其他製造技術

全球鋰離子電池負極材料市場規模（按材料和複合年成長率分類）（2026-2033 年）

• 活性負極材料
  • 天然石墨
  • 合成石墨
  • 矽
  • 鋰化合物和鋰金屬
• 負極黏合劑

全球鋰離子電池負極材料市場規模（按最終用途和複合年成長率分類）（2026-2033 年）

• 車
• 非汽車應用
  • 儲能
  • 航太
  • 船
• 其他用途

全球鋰離子電池負極材料市場規模及複合年成長率（2026-2033）

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 英國
  • 義大利
  • 其他歐洲地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 亞太其他地區
• 拉丁美洲
  • 墨西哥
  • 巴西
  • 其他拉丁美洲地區
• 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
• 主要企業的市場定位（2025 年）
• 主要市場參與者所採取的策略
• 近期市場趨勢
• 公司市佔率分析（2025 年）
• 主要企業公司簡介
  • 公司詳情
  • 產品系列分析
  • 依業務板塊進行公司股票分析
  • 2023-2025年營收年比比較

主要企業簡介

• BTR New Material Group
• Shanshan Co., Ltd.
• Putailai
• Resonac Holdings Corporation
• Mitsubishi Chemical Group
• Hitachi Chemical
• POSCO Future M
• SGL Carbon SE
• Imerys Graphite & Carbon
• Nippon Carbon Co., Ltd.
• Sila Nanotechnologies Inc.
• Group14 Technologies
• Amprius Technologies, Inc.
• Enovix Corporation
• Enevate Corporation
• Nexeon Limited
• Talga Group
• Anovion Technologies
• Tokai Carbon Co., Ltd.
• GrafTech International Ltd.

結論與建議

Global Lithium-Ion Battery Anode Market size was valued at USD 19.6 billion in 2024 and is poised to grow from USD 26.26 billion in 2025 to USD 273.02 billion by 2033, growing at a CAGR of 34.0% during the forecast period (2026-2033).

The lithium-ion battery anode market is experiencing significant growth driven by the increasing adoption of electric vehicles, heightened demand for energy storage technologies, and advancements in silicon and composite anode materials. Key factors include policy support for clean energy and enhanced R&D investments focused on battery performance, efficiency, and sustainability across various industries. The surge in electric vehicle production emphasizes the need for high-capacity, fast-charging batteries, while the integration of renewable energy drives the demand for innovative anode materials. Despite the robust demand, challenges such as high production costs of advanced materials, raw material shortages, and regulatory hurdles persist, potentially limiting growth and complicating global supply chains. Nonetheless, the market presents substantial opportunities for development and innovation in battery technologies.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Lithium-Ion Battery Anode 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 Lithium-Ion Battery Anode Market Segments Analysis

Global Lithium-Ion Battery Anode Market is segmented by Battery Product, Production Technology, Material, End Use and region. Based on Battery Product, the market is segmented into Cells and Battery Packs. Based on Production Technology, the market is segmented into Chemical Vapor Deposition, Slurry Coating and Other Production Technologies. Based on Material, the market is segmented into Active Anode Materials and Anode Binders. Based on End Use, the market is segmented into Automotive, Non-Automotive and Other End Uses. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Lithium-Ion Battery Anode Market

One key market driver for the global lithium-ion battery anode market is the escalating demand for electric vehicles (EVs) and renewable energy storage systems. As governments and consumers increasingly prioritize sustainable transport solutions and decarbonization initiatives, the need for high-performance lithium-ion batteries for EVs, grid storage, and consumer electronics is surging. This surge, coupled with advancements in anode materials, such as silicon-based composites and other innovative materials that enhance energy density and efficiency, further propels the adoption of lithium-ion batteries. Consequently, investments in research and development, as well as the scaling up of production capabilities, catalyze growth in the anode sector.

Restraints in the Global Lithium-Ion Battery Anode Market

One significant market restraint for the global lithium-ion battery anode market is the supply chain instability for key raw materials, such as graphite and silicon. Fluctuating availability and prices of these materials can hinder production capabilities and increase costs for manufacturers. Additionally, environmental concerns and regulatory challenges associated with mining and processing these raw materials may lead to stricter regulations, limiting their extraction and affecting supply chains. As companies strive for more sustainable practices, the transition to alternative materials, while promising, may initially slow down the adoption and scalability of current lithium-ion battery technologies, affecting overall market growth.

Market Trends of the Global Lithium-Ion Battery Anode Market

The global lithium-ion battery anode market is witnessing a notable trend towards the adoption of silicon-graphite composite anodes, driven by their superior energy density and rapid charging capabilities compared to traditional graphite anodes. This shift is fueled by ongoing research and development initiatives aimed at overcoming challenges such as volume expansion and enhancing cycle life, enabling broader applications in electric vehicles, renewable energy storage solutions, and advanced portable electronics. As manufacturers prioritize innovation in battery performance, the demand for these composite materials is expected to rise, reflecting a significant transformation in battery technology and sustainability efforts across industries.

Table of Contents

Introduction

• Objectives of the Study
• Market Definition & Scope

Research Methodology

• Research Process
• Secondary & Primary Data Methods
• Market Size Estimation Methods

Executive Summary

• Global Market Outlook
• Key Market Highlights
• Segmental Overview
• Competition Overview

Market Dynamics & Outlook

• Macro-Economic Indicators
• Drivers & Opportunities
• Restraints & Challenges
• Supply Side Trends
• Demand Side Trends
• Porters Analysis & Impact
  • Competitive Rivalry
  • Threat of Substitute
  • Bargaining Power of Buyers
  • Threat of New Entrants
  • Bargaining Power of Suppliers

Key Market Insights

• Key Success Factors
• Market Impacting Factors
• Top Investment Pockets
• Ecosystem Mapping
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Value Chain Analysis
• Pricing Analysis
• Case Studies
• Regulatory Landscape
• Technology Assessment

Global Lithium-Ion Battery Anode Market Size by Battery Product & CAGR (2026-2033)

• Market Overview
• Cells
• Battery Packs

Global Lithium-Ion Battery Anode Market Size by Production Technology & CAGR (2026-2033)

• Market Overview
• Chemical Vapor Deposition
• Slurry Coating
• Other Production Technologies

Global Lithium-Ion Battery Anode Market Size by Material & CAGR (2026-2033)

• Market Overview
• Active Anode Materials
  • Natural Graphite
  • Synthetic Graphite
  • Silicon
  • Li-Compounds & Li-Metals
• Anode Binders

Global Lithium-Ion Battery Anode Market Size by End Use & CAGR (2026-2033)

• Market Overview
• Automotive
• Non-Automotive
  • Energy Storage
  • Aerospace
  • Marine
• Other End Uses

Global Lithium-Ion Battery Anode Market Size & CAGR (2026-2033)

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

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• BTR New Material Group
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Shanshan Co., Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Putailai
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Resonac Holdings Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mitsubishi Chemical Group
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hitachi Chemical
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• POSCO Future M
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SGL Carbon SE
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Imerys Graphite & Carbon
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nippon Carbon Co., Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sila Nanotechnologies Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Group14 Technologies
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Amprius Technologies, Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Enovix Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Enevate Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nexeon Limited
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Talga Group
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Anovion Technologies
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tokai Carbon Co., Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GrafTech International Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations