市場調查報告書
商品編碼
1218813
全球正極材料市場:到 2028 年的預測 - 按材料、類型、應用、最終用戶和地區分析Cathode Materials Market Forecasts to 2028 - Global Analysis By Material, Type, Application, End User, and Geography |
據Stratistics MRC預測,2022年全球正極材料市場規模將達到259億美元,2028年將達到671.2億美元,預測期內復合年均增長率為17.2%,預計
電池有一個正極,負責在放電過程中儲存電子。 正極材料是鋰離子電池中最重要的元素,廣泛應用於手機、筆記本電腦、平板電腦、相機等移動電子設備中。 這種電池也用於電動汽車。 由於對電動汽車和便攜式電子設備的需求不斷增長,陰極材料的全球市場已經擴大。 此外,隨著鋰技術的發展,例如可以承受長期充電的金納米線電池,正極材料在各種應用中的使用正在取得進展。
根據提供全球能源行業信息的美國雜誌《Power-Technology》,2021 年上半年電動汽車銷量增長 160% 至 260 萬輛。 中國也仍然是全球第一大電動汽車市場,2021 年上半年銷量為 110 萬輛,佔銷量的 12%。
市場動態
驅動程序
鋰離子電池應用擴大提振需求
最受歡迎的電池類型是鋰離子電池,用於便攜式移動電源、船舶和電動汽車以及太陽能存儲等多種產品。 鋰離子電池的容量和電壓由其製造中使用的正極材料決定。 與傳統二次電池相比,鋰離子電池具有更長的充電時間、更低的能量密度、更低的電壓容量和更低的自放電率,因此作為單體電池具有更優越的電源效率。 因此,常用於家用電器和電動汽車。 此外,電動汽車和家用電器的需求增加,預計將增加對鋰離子電池的需求,正極材料市場也有望擴大。
抑製劑
原材料獲取困難和安全問題
鈷是一種稀有金屬,用於大多數鋰離子電池的負極。 鈷是一種重金屬,與不道德的採礦方法、波動的價格波動和不穩定的全球供應鏈有關。 鈷常被用作電池的陰極材料,此前在澳大利亞和非洲的生產基地關閉後,鈷曾出現供應問題。 處理與電池相關的問題是市場的第二個障礙。 鋰電池在儲存和運輸過程中如果處理不當,可能會破裂並引起大火或爆炸。 電池處理、使用或充電不當可能導致電池和用戶受傷。 因此,電池安全問題和原材料短缺阻礙了市場擴張。
機會
歐洲對電動汽車的需求不斷增長
在歐洲,正極材料的需求隨著電動汽車的普及而增加。 電動汽車的電池就是由這些材料製成的。 由於污染問題和政府補貼,歐洲正迅速成為電動汽車 (EV) 的世界中心。 根據因果關係數據,歐洲電動汽車和插電式混合動力汽車 (PHEV) 的銷量分別為 28.2 萬輛和 13.2 萬輛。 345,000 輛 PHEV 和 190,000 輛 EV,兩種車型均增長 22%。 因此,隨著電動汽車的需求,二氧化鉛、碳納米管、鈷酸鋰等正極材料的需求量有望增加。 因此,歐洲對正極材料的需求將大幅增長。
威脅
缺乏政府補貼和激勵
大多數國家/地區(包括德國、中國和美國)對鋰離子電池的需求都在增長。 這些電池的應用包括可再生能源和電動汽車的存儲。 為促進可再生能源的發展,世界各國政府都將重點放在補貼和激勵措施上,以刺激鋰離子電池的生產。 然而,在非洲等國家,政府在推動鋰離子電池生產方面做得併不多。 從而對正極材料市場產生負面影響,阻礙電池的發展。
COVID-19 的影響
COVID-19疫情給正極材料供應鏈帶來了重大變化,促使企業加緊努力轉向更綠色、更可靠和可持續的能源,被迫進行調整。 此外,對全球經濟放緩的擔憂、烏克蘭戰爭的影響以及潛在市場情景導致的滯脹風險,正促使陰極行業的參與者更加謹慎和前瞻性思考。 由於新興國家的經濟和社會影響存在較大的區域差異,正極材料製造商等正在製定針對每個國家的戰略。
預計預測期內鈷酸鋰細分市場規模最大
由於使用粒徑從納米到微米的鈷酸鋰化合物作為鋰離子二次電池的正極,鈷酸鋰板塊預計增長良好。 與使用鎳鈷鋁(NCA)基氧化物作為正極的電池相比,它們相對穩定,並且容量和輸出功率更小。 鈷酸鋰電池最大的特點是能量密度高,可以延長智能手機、平板終端、筆記本電腦、相機等移動電子設備的工作時間。 與其他富鎳材料不同,它還具有出色的熱穩定性。 由於這些材料的特性,對鈷酸鋰的需求不斷增加,預計正極材料市場將進一步活躍。
便攜式小工具細分市場預計在預測期內復合年增長率最高
由於智能手機、筆記本電腦、相機、移動電源和揚聲器等便攜式設備的可充電電池生產對正極材料的大量需求,便攜式小工具領域在預測期內將呈現最快的複合年增長率。預期的。 鋰離子電池最常用於這些設備,因為它們的高功率密度、自放電能力、低維護要求和高電池電壓可延長使用時間。 鋰離子二次電池對於移動設備至關重要,例如智能手機的電源、存儲和熱穩定性。 正極材料市場將與這些設備的銷量成比例地擴大。
市場份額最大的地區
由於印度、中國和泰國等新興國家的工業化程度不斷提高,預計亞太地區在預測期內將佔據最大的市場份額,亞太地區將佔據最大的市場份額全球正極材料市場,都賺了。 由於政府的支持、強大的製造業以及行業巨頭增加對電動汽車生產的投資,預計中國將推動全球對正極材料的需求。 在此背景下,中國現已成為正極材料消費大國。
複合年增長率最高的地區
由於航空航天、汽車和電子行業中無人機和電動飛機等更多兼容產品的開發,預計北美在預測期內的複合年增長率最高。 此外,汽車行業正在增加更輕型、電動和混合動力汽車的產量,預計這將在研究期間刺激市場擴張。
主要發展
2020 年 11 月,BASF SE宣佈在德國施瓦茨海德開設新的正極活性材料生產廠。 新工廠將配備世界領先的工藝技術,每年可為約 400,000 輛純電動汽車供應巴斯夫電池材料。 這將進一步推動正極材料市場的增長。
2019 年 12 月,Umicore N.V. 完成了對 Freeport Cobalt 在芬蘭科科拉的鈷精煉和陰極材料前體業務的收購。 通過此次收購,優美科擴大了電池材料價值鏈,增強了正極材料產能,鞏固了在歐洲市場的地位。
2019年8月,納米一材料有限公司推出新材料“鋰鎳錳鈷(NMC)”,旨在讓高能鋰離子電池更安全、更耐用。 通過此次新品發布,Nano One Materials Nano One 將擴大其為客戶提供的產品範圍,並進一步推動正極材料市場的增長。
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According to Stratistics MRC, the Global Cathode Materials Market is accounted for $25.90 billion in 2022 and is expected to reach $67.12 billion by 2028 growing at a CAGR of 17.2% during the forecast period. Batteries have cathodes, which serve as electron storage during discharge. The most crucial element of a lithium-ion battery, which is frequently used in portable electronic devices like cell phones, laptops, tablets, cameras, and other similar ones, is the cathode material. Electric vehicles also use this kind of battery. The global cathode materials market has expanded as a result of the rising demand for electric vehicles and portable electronic gadgets. Additionally, the utilisation of cathode materials in diverse applications is rising as lithium technology develops, such as with gold nanowire batteries that can endure prolonged recharging.
According to Power-Technology, a US-based journal which provides information on the global energy industry, there was an increase in the sale of electric vehicles by 160% in the first half of 2021, which stood at 2.6 million units. In addition, China remained the world's top EV market, with 1.1 million vehicles sold in the first half of 2021, accounting for 12% of sales.
Market Dynamics:
Driver:
Increasing Applications of Lithium-Ion Batteries Boosting the Demand
The most popular battery type is lithium-ion, which is utilised in a variety of products including portable power banks, marine & electric vehicles, and solar energy storage. Lithium-ion batteries' capacity and voltage are determined by the cathode materials utilised in their production. They are superior to conventional rechargeable batteries in terms of longer charge retention, higher energy density, voltage capacity, lower self-discharge rate, and better power efficiency as a single cell. They are frequently utilised in consumer electronics and electric cars as a result of these qualities. In addition, rising demand for EVs and consumer electronics will drive up the need for lithium-ion batteries, which will in turn drive up the market for cathode materials.
Restraint:
Lack of raw material availability and safety issues
The negatively charged electrode, or cathode, in practically all lithium-ion batteries contains cobalt, a rare mineral. The heavy metal cobalt is linked to unethical mining methods, erratic price swings, and a precarious global supply chain. Cobalt, a common cathode material for batteries, has previously had supply issues as a result of the closure of manufacturing facilities in Australia and Africa. The handling of batteries-related problems is the market's second main obstacle. Lithium batteries should be handled very carefully when being stored and transported; if not, they could become damaged and start a large fire or explosion. Furthermore, inappropriate battery handling, use, or charging can injure the user as well as the battery. As a result, difficulties with battery safety and a scarcity of raw materials are impeding the market's expansion.
Opportunity:
Increased demand for electric vehicles in Europe
Demand for Cathode material is increasing in Europe as a result of the growing popularity of EVs. Batteries for electric vehicles are made of these materials. Due to growing worries about environmental pollution and government subsidies, Europe is quickly becoming into a global hub for the electric vehicle (EV) sector. Additionally, according to causal base data, the sales of EV and Plug-in Hybrid Electric Vehicles (PHEV) in Europe were 2, 82,000 and 1, 32,000 units, respectively. Sales for both types of vehicles increased by 22%, with 3, 45,000 PHEVs and 1, 90,000 EVs sold. As a result, the need for cathode materials like lead dioxide, carbon nanotubes, and lithium cobalt oxide will increase along with the demand for electric vehicles. Because of this, the demand for cathode material in Europe will be greatly fuelled.
Threat:
Lack of government subsidies and incentives
Most nations, including Germany, China, and the US, are experiencing an increase in demand for lithium-ion batteries. Applications for these batteries include the storage of renewable energy sources and electric cars. Governments from different nations are concentrating on subsidies and incentives to stimulate the production of lithium-ion batteries in an effort to promote renewable energy. However, the government does not make a lot of contributions to boosting lithium-ion battery manufacture in places like Africa. This is impeding the development of these batteries, which is having a detrimental effect on the market for cathode materials.
COVID-19 Impact
Companies are being forced to coordinate their efforts due to the significant changes the COVID-19 epidemic has brought about in the supply chain for cathode materials and the growing movement to switch to greener, more dependable, and sustainable energy sources. Further, the need for Cathode Materials sector players to be more watchful and forward-thinking is pressing due to worries about the global economic slowdown, the impact of the war in Ukraine, and the risks of stagflation with potential market scenarios. Manufacturers of cathode materials and other related entities are developing country-specific strategies in response to the significant regional variations in the economic and social impact of COVID.
The lithium cobalt oxide segment is expected to be the largest during the forecast period
The lithium cobalt oxide segment is estimated to have a lucrative growth, due to the usage of lithium cobalt oxide or lithium cobaltate compounds, whose particle sizes range from nanometers to micrometres, as the cathode in rechargeable lithium-ion batteries. Compared to batteries using nickel-cobalt-aluminum (NCA) oxide cathodes, lithium-cobalt oxide batteries are relatively stable, have low capacity, and produce less power. The lithium cobalt oxide battery's key feature is its high energy density, which translates into a lengthy runtime for portable electronics like smartphones, tablets, laptops, and cameras. As opposed to other nickel-rich materials, lithium cobalt oxide manages any problem with heat stability. These materials' features will increase the need for lithium cobalt oxide, which will further fuel the market for cathode materials.
The portable gadgets segment is expected to have the highest CAGR during the forecast period
The portable gadgets segment is anticipated to witness the fastest CAGR growth during the forecast period; due to the production of rechargeable batteries for portable devices like smartphones, laptops, cameras, power banks, and speakers has a significant need for cathode material. Due to their high power density, self-discharge-ability, low maintenance requirements, and greater cell voltage, Li-ion batteries are the most frequently utilised in these devices because they allow for extended usage times. Rechargeable Li-ion batteries are essential to these portable devices' ability to power smartphones, store energy, and have good thermal stability. The market for cathode materials will expand in direct proportion to the sales of these devices.
Region with largest share:
Asia Pacific is projected to hold the largest market share during the forecast period owing to the growing industrialization of emerging nations like India, China, and Thailand, the Asia-Pacific region held the greatest market share for cathode materials globally. Because of its supportive government, robust manufacturing sector, and increasing investment in the production of electric vehicles by industry titans, China is anticipated to drive the global demand for cathode materials. The nation is now among the top consumers of cathode material as a result of these considerations.
Region with highest CAGR:
North America is projected to have the highest CAGR over the forecast period, owing to the development of more compatible products, like UAVs and electric-powered aircraft, in the aerospace, automotive, and electronics industries. Additionally, the expansion of the market during the study period is anticipated to be fuelled by the automotive industry's growing production of lightweight, electric, and hybrid vehicles.
Key players in the market
Some of the key players profiled in the xxx Market include Mitsubishi Chemical Holdings, DOW Chemical, 3M, BASF, Hitachi Chemical, Nippon Chemical Industrial Co. Ltd., LG Chem Ltd., Asahi Kasei Corporation, Tanaka Chemical Corporation, Kureha Corporation, NEI Corporation, Johnson Matthey plc, Sumitomo Corporation and Advanced Lithium Electrochemistry, Umicore N.V and Nano One Materials Corp.
Key Developments:
In November 2020, BASF SE announced a new cathode active materials production plant in Schwarzheide, Germany. This new plant equipped with world-leading process technology and enables the supply of around 400,000 full electric vehicles per year with BASF battery materials. This will further drive the cathode material market growth.
In December 2019, Umicore N.V. completed the acquisition of the cobalt refining and cathode precursor activities in Kokkola, Finland, from Freeport Cobalt. With this acquisition, Umicore's expanded battery materials value chain enhanced cathode materials production capacity, and strengthened its position in the European market.
In August 2019, Nano One Materials Corp. launched a new material "Lithium Nickel Manganese Cobalt (NMC)" with an aim to make high energy lithium-ion batteries safer and more durable. With this new launch Nano One Materials Nano One expanded its products offering for its customers, which will further drive the cathode material market growth.
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