![]() |
市場調查報告書
商品編碼
1569786
到 2030 年鋰硫電池市場預測:按組件類型、電池類型、容量、應用、最終用戶和地區進行的全球分析Lithium-Sulfur Battery Market Forecasts to 2030 - Global Analysis By Component Type (Cathode Materials, Anode Materials, Electrolytes, Conductive Additives and Other Component Types), Cell Type, Capacity, Application, End User and By Geography |
根據Stratistics MRC的數據,2024年全球鋰硫電池市場規模為4,470萬美元,預計到2030年將達到3.488億美元,預測期內複合年成長率為40.8%。
鋰硫電池是負極鋰和正極硫結合的先進二次電池,具有約500Wh/kg的高理論能量密度。與傳統的鋰離子二次電池相比,由於硫含量豐富,該技術的主要優點是更輕、更便宜。在操作期間,鋰離子在電極之間移動並形成硫化鋰作為放電產物。正在進行的研究重點是改善這些問題,以充分發揮電池在能源儲存應用中的潛力。
加大清潔能源技術投入
增加對清潔能源技術的投資正在顯著提振市場。認知到其高能量密度和節省成本的潛力,相關人員正在投入資金進行研究和開發。這筆資金旨在解決循環壽命限制和多硫化物溶解等挑戰。行業領導者和研究機構之間的合作正在推動創新、提高性能並提高可擴展性。
複雜的製造程序
市場上複雜的製造流程可能會導致製造成本增加和前置作業時間延長,阻礙投資並延遲市場推出。這些複雜的流程通常需要專門的設備和熟練的勞動力,這限制了擴充性並產生了瓶頸。此外,維持品管的挑戰可能會導致高缺陷率並影響整體可靠性和性能。因此,生產複雜性可能會阻礙潛在的成長。
可再生能源需求不斷擴大
對可再生能源不斷成長的需求以及對高效能能源儲存的需求將顯著推動市場發展。隨著太陽能和風力發電的擴展,可靠的電池對於儲存間歇性電力並確保穩定的能源供應至關重要。由於其高能量密度和潛在的低成本,鋰硫電池越來越被認為是該應用的可行選擇。這種不斷成長的需求不僅支持電池技術的創新,而且與全球永續性目標保持一致,從而加速市場成長。
初始成本高
生產這些電池所需的先進材料和複雜的製造流程導致其成本高昂,這使得它們與更成熟的技術相比缺乏吸引力。這種財務障礙可能會阻止潛在投資者並限制市場滲透,特別是在價格敏感領域。此外,大量的前期投資需求可能會減緩研發工作,最終阻礙技術創新和鋰硫電池技術的長期成長潛力。
COVID-19 大流行擾亂了供應鏈並導致生產和交貨延誤,從而對市場產生了影響。停工和限制阻礙了製造能力,並導致關鍵材料和零件短缺。此外,大流行期間投資的減少和研究舉措的停滯阻礙了技術進步。隨著產業適應遠端操作,對可靠能源儲存解決方案的需求變得更加明顯,但市場在擴大生產以滿足疫情後對可再生能源解決方案日益成長的需求方面面臨著挑戰。
軟包電池產業預計在預測期內將成長至最高水平
預計軟包電池細分市場將在預測期內佔據最大的市場佔有率。其靈活的設計可實現高效封裝,適用於電動車和行動裝置等空間受限的應用。軟包電池可以更好地適應鋰硫材料在充放電循環過程中的體積變化,從而有可能提高性能和壽命。隨著對高性能、緊湊型能源儲存解決方案的需求不斷增加,軟包電池憑藉其創新能力在這個不斷發展的市場中變得越來越受歡迎。
醫療設備產業預計在預測期內複合年成長率最高
預計醫療設備產業在預測期內複合年成長率最高。這些電池可為可攜式診斷和植入設備供電,並且兩次充電之間的使用壽命很長。降低成本和提高安全性的承諾使其成為傳統電池技術的有吸引力的替代品。隨著醫療保健領域對可靠、高效能源來源的需求不斷成長,鋰硫電池有望提高醫療技術的性能和便利性。
預計北美地區在預測期內將佔據最大佔有率。以電動車和可再生能源儲存為重點,各公司正在投資研發,以提高鋰硫電池的性能和價格。此外,旨在減少碳排放的政府支持政策正在鼓勵該領域的創新。隨著市場的發展,該地區可能在市場格局中發揮重要作用。
預計亞太地區在預測期內將實現最高成長率,重點是可再生能源和電動車的採用。中國、日本和韓國等國家正大力投資研發,以增強電池技術,尋求提高能量密度並降低成本。此外,對可攜式電子產品和網格儲存解決方案不斷成長的需求也推動該地區引領全球市場。
According to Stratistics MRC, the Global Lithium-Sulfur Battery Market is accounted for $44.7 million in 2024 and is expected to reach $348.8 million by 2030 growing at a CAGR of 40.8% during the forecast period. A lithium-sulfur battery is an advanced type of rechargeable battery that combines lithium as the anode and sulfur as the cathode, offering a high theoretical energy density of around 500 Wh/kg. This technology presents significant advantages over conventional lithium-ion batteries, including lighter weight and lower cost due to the abundance of sulfur. During operation, lithium ions move between the electrodes, forming lithium sulfides as discharge products. Ongoing research focuses on improving these issues to unlock the battery's full capabilities for energy storage applications.
Increased investment in clean energy technologies
Increased investment in clean energy technologies has significantly propelled the market. Recognizing their high energy density and potential for cost reduction, stakeholders are channeling funds into research and development. This financial support aims to address challenges like limited cycle life and polysulfide dissolution. Collaborations between industry leaders and research institutions are fostering innovation, enhancing performance, and improving scalability.
Complex manufacturing processes
Complex manufacturing processes in the market can lead to increased production costs and longer lead times, which may deter investment and slow down market adoption. These intricate procedures often require specialized equipment and skilled labor, limiting scalability and creating bottlenecks. Additionally, challenges in maintaining quality control can result in higher defect rates, impacting overall reliability and performance. As a result, the intricacies of production can hinder the potential growth.
Growing demand for renewable energy
The growing demand for renewable energy significantly boosts the market, driven by the need for efficient energy storage. As solar and wind energy sources expand, reliable batteries are essential to store intermittent power and ensure a stable energy supply. Lithium-sulfur batteries, with their high energy density and potential for lower costs, are increasingly viewed as viable options for this application. This rising demand not only supports innovation in battery technology but also aligns with global sustainability goals, accelerating market growth.
High initial costs
The advanced materials and complex manufacturing processes required to produce these batteries contribute to elevated expenses, making them less attractive compared to more established technologies. This financial hurdle can deter potential investors and limit market penetration, particularly in price-sensitive sectors. Additionally, the need for substantial upfront investment may slow down research and development efforts, ultimately hindering innovation and the long-term growth potential of lithium-sulfur battery technology.
The COVID-19 pandemic has impacted the market by disrupting supply chains and causing delays in production and delivery. Lockdowns and restrictions hindered manufacturing capabilities, leading to shortages of critical materials and components. Additionally, reduced investments and slowed research initiatives during the pandemic hampered technological advancements. As industries adapted to remote operations, the demand for reliable energy storage solutions became more pronounced, yet the market faced challenges in scaling up production to meet the rising post-pandemic demand for renewable energy solutions.
The pouch cells segment is projected to be the largest during the forecast period
The pouch cells segment is projected to account for the largest market share during the projection period. Their flexible design allows for efficient packaging, making them suitable for space-constrained applications in electric vehicles and portable devices. Pouch cells can better accommodate the volumetric changes of lithium-sulfur materials during charge and discharge cycles, potentially enhancing performance and longevity. As the demand for high-performance, compact energy storage solutions grows, pouch cells are increasingly favored for their innovative capabilities in this evolving market.
The medical devices segment is expected to have the highest CAGR during the forecast period
The medical devices segment is expected to have the highest CAGR during the extrapolated period. These batteries can power portable diagnostic equipment and implantable devices, offering longer operational life between charges. Their potential for lower costs and improved safety makes them an attractive alternative to traditional battery technologies. As the demand for reliable, efficient energy sources in healthcare continues to rise, lithium-sulfur batteries are poised to enhance the performance and convenience of medical technologies.
North America region is expected to hold the largest share of the market during the forecast period. With a focus on electric vehicles and renewable energy storage, companies are investing in research and development to enhance the performance and affordability of lithium-sulfur batteries. Additionally, supportive government policies aimed at reducing carbon emissions are fostering innovation in this sector. As the market evolves, the region is poised to play a crucial role in the market landscape.
Asia Pacific is expected to register the highest growth rate over the forecast period fuelled by the region's strong emphasis on renewable energy and electric vehicle adoption. Countries like China, Japan, and South Korea are investing heavily in research and development to enhance battery technology, seeking to improve energy density and reduce costs. Additionally, the growing demand for portable electronics and grid storage solutions further drives the region is set to lead the global market.
Key players in the market
Some of the key players in Lithium-Sulfur Battery market include BASF, 24M Technologies, Panasonic, Samsung SDI, LG Chem, Toshiba, Alveo Technologies, Nexeon, Nanotech Energy, Gelion Technologies Pty Ltd. , Merck KGaA, Graphene Batteries AS, Johnson Matthey, Theion GmbH and Zeta Energy LLC.
In July 2024, Panasonic Energy Co., Ltd., announced that it has entered into an agreement regarding joint development with Australia's national science agency, CSIRO. The agreement covers the development of new nickel laterite processing technologies for recovering nickel, an essential raw material in the manufacture of lithium-ion batteries.
In April 2024, Panasonic Energy Co. Ltd., is in talks with Indian Oil Corp. Ltd for a joint venture to manufacture cylindrical lithium-ion batteries for two- and three-wheel vehicles and energy storage systems in the Indian market. It has signed a binding term sheet and initiated discussions with Indian Oil Corp. Ltd to draw a framework for the formation of the joint venture.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.