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市場調查報告書
商品編碼
1462647
NMC(三元正極材料)電池的市場至2030年的預測:按類型、應用和地區分類的全球分析Nickel Manganese Cobalt (NMC) Battery Market Forecasts to 2030 - Global Analysis By Type (NMC 622, NMC 532 and NMC 111), Application (Commercial, Consumer Electronics, Electric Vehicles, Industrial, Residential and Other Applications) and By Geography |
根據Stratistics MRC預測,2023年全球NMC(三元正極材料)電池市場規模將達到258億美元,預計在預測期內將以17.9%的年複合成長率成長,到2030年達到817億美元。
NMC 電池是一種鋰離子電池,以其高能量密度而聞名,使其適用於各種應用,包括電動車(EV)、攜帶式電子設備和再生能源儲存系統。該市場涵蓋了從原料提取和加工到電池製造和銷售的整個價值鏈。一項值得注意的應用是在電動車(EV)領域,三元電池因其高能量密度和相對較長的使用壽命而廣泛使用。提供可靠、高效的儲能解決方案,幫助穩定能源供應並滿足波動的需求。
根據Bloomberg New Energy Finance,三元電池產能佔鋰離子電池總產能的69%。
電動車需求不斷成長
隨著世界各國加強應對氣候變遷和減少對石化燃料的依賴,向電動車的轉變日益受到重視。三元電池以其高能量密度和卓越性能而聞名,已成為電動車製造商的首選電源。這些電池提供更長的行駛里程、更快的充電能力和增強的安全功能,解決了消費者對電動車採用的主要擔憂。此外,三元電池技術的進步提高能源效率並降低成本,使電動車更容易進入更廣泛的市場。
生產成本高
電池以其高能量密度和穩定性而聞名,是電動車(EV)和再生能源儲存系統的重要組成部分。然而,與原料採購、精製製程和製造技術相關的成本推高了生產成本。鎳和鈷特別容易受到價格波動的影響,為供應鏈帶來挑戰。然而,生產 NMC 電池所需的複雜化學和品管進一步推高了成本。結果,不斷上漲的生產成本轉嫁到終端消費者身上,降低了電動車相對於傳統汽車的市場競爭力。
技術進步
目的是提高電池性能、安全性和成本效益的持續研究和開發努力導致了三元電池技術的重大進步。增強型陰極配方、新型電解質成分和先進製造流程等創新有助於 NMC 電池獲得更高的能量密度、更長的循環壽命和更快的充電能力。這些改進不僅解決了傳統鋰離子電池的關鍵局限性,而且擴大了三元電池在電動車、再生能源儲存和消費性電子產品的應用範圍。
能量密度極限
儘管與其他一些鋰離子化學電池相比,三元電池可提供相對較高的能量密度,但實現更高的能量密度仍面臨挑戰。這種限制直接影響電動車的續航里程和可攜式電子設備的運作時間,進而影響消費者的採用和滿意度。然而,無法進一步提高能量密度限制了三元電池在太空和重量是關鍵因素的領域的潛在應用,例如航太和穿戴式技術。
最初,由於封鎖和旅行限制導致全球供應鏈中斷,導致三元電池的生產和交付延遲。圍繞疫情的不確定性促使人們採取謹慎的消費行為,並影響了對嚴重依賴三元材料電池作為能源儲存解決方案的再生能源計劃的投資。然而,旅行限制阻礙了材料和成品的運輸,導致製造和交付計劃延遲。
NMC 622 預計將成為預測期內最大的細分市場
在預測期內,NMC 622 細分市場佔據最大佔有率。 NMC 622 電池的正極成分含有 60%鎳、20%錳和20%鈷,可提供能量密度、功率能力和熱穩定性的平衡組合。這種配置解決了從電動車到消費性電子產品等行業的關鍵問題,在這些行業中,更長的續航里程、更快的充電速度和更高的安全性非常重要。對電動車的需求不斷成長以及能源儲存解決方案的進步推動 NMC 622 電池的採用。
商業領域預計在預測期內年複合成長率最高
預計商業領域在預測期內將呈現最高的年複合成長率。電動車(EV)在巴士、卡車和貨車等商業領域的日益普及推動了對 NMC 電池的需求,與其他化學電池相比,NMC 電池具有更高的能量密度和更長的使用壽命。太陽能和風電場等再生能源系統的持續部署需要高效的能源儲存方案,這進一步推動了商業應用對三元材料電池的需求。此外,製造流程降低了成本並提高了性能特徵,增加了 NMC 電池對商業應用的吸引力。
在整個估計期間,亞太地區佔據了最大的市場佔有率。隨著該地區各國尋求減少碳排放和向清潔替代能源轉型,對能夠有效利用太陽能和風能等間歇性再生能源的能源儲存解決方案的需求迅速增加。 NMC電池已成為這方面一項有前景的技術,與傳統電池技術相比,它具有更高的能量密度、更高的安全性和更長的使用壽命。此外,製造流程的進步和規模經濟降低三元材料電池的成本,進一步增加其在各種應用中的採用,包括電動車、電網穩定和住宅能源儲存系統。
亞太地區在整個預測期內可能會出現盈利成長。與傳統鋰離子電池相比,政府的指令和獎勵,例如電動車購買補貼、稅收優惠和更嚴格的排放法規,幫助製造商提高能量密度、更長的使用壽命和更高的安全性。採用三元電池。此外,促進原料永續採購的法規鼓勵企業投資三元電池生產,進一步推動市場成長。
According to Stratistics MRC, the Global Nickel Manganese Cobalt (NMC) Battery Market is accounted for $25.8 billion in 2023 and is expected to reach $81.7 billion by 2030 growing at a CAGR of 17.9% during the forecast period. NMC batteries are a type of lithium-ion battery known for their high energy density, which makes them well-suited for various applications, including electric vehicles (EVs), portable electronic devices, and renewable energy storage systems. This market encompasses the entire value chain, from the extraction and processing of raw materials to battery manufacturing and sales. One prominent application lies in the electric vehicle (EV) sector, where NMC batteries are widely utilized due to their high energy density and relatively long lifespan. They provide reliable and efficient storage solutions, helping to stabilize energy supply and meet fluctuating demand.
According to Bloomberg New Energy Finance, NCM battery production capacity takes up 69% of the entire Li-ion battery production capacity.
Growing demand for electric vehicles
As countries worldwide intensify efforts to combat climate change and reduce dependence on fossil fuels, there has been a remarkable shift towards electric transportation. NMC batteries, known for their high energy density and superior performance, have emerged as a favored power source for EV manufacturers. These batteries offer longer driving ranges, faster charging capabilities, and enhanced safety features, addressing key concerns of consumers regarding EV adoption. Moreover, advancements in NMC battery technology have led to improvements in energy efficiency and cost reduction, making electric vehicles more accessible to a broader market.
High production costs
The batteries, known for their high energy density and stability, are crucial components in electric vehicles (EVs) and renewable energy storage systems. However, the expense associated with sourcing raw materials, refining processes, and manufacturing techniques contributes to elevated production costs. Nickel and cobalt, particularly, are subject to price fluctuations and supply chain challenges. However, the intricate chemistry and quality control required in NMC battery production further add to expenses. As a result, the high production costs trickle down to end consumers, making electric vehicles less competitive in the market compared to conventional vehicles.
Technological advancements
Continuous research and development efforts aimed at improving battery performance, safety, and cost-effectiveness have led to significant strides in NMC battery technology. Innovations such as enhanced cathode formulations, novel electrolyte compositions, and advanced manufacturing processes have contributed to increased energy density, longer cycle life, and faster charging capabilities of NMC batteries. These improvements not only address key limitations of conventional lithium-ion batteries but also expand the range of applications for NMC batteries across electric vehicles, renewable energy storage, and consumer electronics sectors.
Energy density limitations
While NMC batteries offer relatively higher energy density compared to some other lithium-ion chemistries, they still face challenges in achieving even greater energy densities. This limitation directly impacts the driving range of EVs and the runtime of portable electronic devices, influencing consumer adoption and satisfaction. However, in sectors where space and weight are critical factors, such as aerospace and wearable technology, the inability to further increase energy density limits the potential applications of NMC batteries.
Initially, disruptions in the global supply chain due to lockdowns and restrictions on movement led to delays in manufacturing and delivery of NMC batteries. Uncertainties surrounding the pandemic prompted cautious spending behaviors, affecting investments in renewable energy projects that heavily rely on NMC batteries for energy storage solutions. However, travel restrictions hindered the transportation of materials and finished products, causing delays in manufacturing and delivery schedules.
The NMC 622 segment is expected to be the largest during the forecast period
NMC 622 segment commanded the largest share over the projection period. NMC 622 batteries, which contain 60% nickel, 20% manganese, and 20% cobalt in their cathode composition, offer a balanced combination of energy density, power capability, and thermal stability. This configuration addresses critical concerns in industries ranging from electric vehicles to consumer electronics, where longer range, faster charging and enhanced safety are paramount. The heightened demand for electric vehicles, coupled with advancements in energy storage solutions, has propelled the adoption of NMC 622 batteries.
The commercial segment is expected to have the highest CAGR during the forecast period
Commercial segment is estimated to witness the highest CAGR during the forecast period. The increasing adoption of electric vehicles (EVs) in the commercial sector, including buses, trucks, and delivery vans, is propelling demand for NMC batteries, which offer higher energy density and longer lifespan compared to other battery chemistries. The growing deployment of renewable energy systems such as solar and wind farms necessitates efficient energy storage solutions, further boosting the demand for NMC batteries in commercial applications. Moreover, manufacturing processes have led to cost reductions and improved performance characteristics, making NMC batteries increasingly attractive for commercial use.
Asia Pacific region commanded the largest share of the market throughout the extrapolated period. As countries in the region strive to reduce carbon emissions and transition towards cleaner energy alternatives, there has been a surge in demand for energy storage solutions capable of efficiently harnessing intermittent renewable energy, such as solar and wind power. NMC batteries have emerged as a promising technology in this regard, offering high energy density, improved safety features, and longer lifespan compared to traditional battery technologies. Moreover, advancements in manufacturing processes and economies of scale have led to a reduction in the cost of NMC batteries, further driving their adoption across various applications including electric vehicles, grid stabilization, and residential energy storage systems.
Asia Pacific region is poised to witness profitable growth throughout the projection period of time. Government mandates and incentives, such as subsidies for EV purchases, tax breaks, and stringent emissions standards, are incentivizing both manufacturers and consumers to adopt NMC batteries due to their higher energy density, longer lifespan, and improved safety compared to traditional lithium-ion batteries. Additionally, regulations promoting sustainable sourcing of raw materials are pushing companies to invest in NMC battery production, further bolstering the market's growth.
Key players in the market
Some of the key players in Nickel Manganese Cobalt (NMC) Battery market include A123 Systems, LLC, Amaron Batteries, BYD Company Limited, Clarios, Contemporary Amperex Technology Co., Limited, Ding Tai Battery Company Ltd., Duracell, Inc., Exide Technologies, Koninklijke Philips N.V., Lithium Werks, Novonix Limited, ProLogium Technology Co., Ltd., SK Innovation Co., Ltd and Tesla.
In September 2022, Tesla initiated the establishment of a lithium EV battery processing facility in Texas. This facility aims to refine raw metal materials into a usable state for battery production, after which the lithium hydroxide will be transported to various Tesla battery manufacturing plants. Tesla's decision also serves as a strategic move to diversify its lithium and battery production supply chain.
In May 2022, BYD has acquired six lithium-ion mines in Africa, aiming to secure a significant supply of raw materials for its battery technology and enhance its presence in the region. These resources will be utilized across automotive and stationary applications. The six mines are anticipated to hold more than 25 million tonnes of ores, with a lithium oxide grading of 2.5%.