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市場調查報告書
商品編碼
1569826
2030 年固態電池市場預測:按類型、電池類型、容量、組件、應用和地區進行的全球分析Solid State Battery Market Forecasts to 2030 - Global Analysis By Type (Single-cell and Multi-cell), Battery Type (Primary and Secondary), Capacity (Less than 20 mAh, 20 mAh to 500 mAh and Above 500 mAh), Component, Application and By Geography |
根據Stratistics MRC的數據,2024年全球固態電池市場規模為20億美元,預計2030年將達到125億美元,預測期內複合年成長率為35.7%。
固態電池是先進的能源儲存設備,它使用固體電解質取代傳統鋰離子電池中的液體或凝膠電解質。這種設計透過降低洩漏和燃燒的風險來提高安全性、能量密度和性能。固態電池還具有更長的使用壽命和更快的充電能力。它們有潛力透過更安全、更有效率的電源解決方案徹底改變電池產業,並且正在為各種應用開發,包括電動車、消費性電子產品和可再生能源儲存。
根據國際能源總署(IEA)預測,2021年全球電動車銷量將達660萬輛,較2020年成長108%。
長壽
固態電池的使用壽命比傳統鋰離子電池明顯更長。根據《自然能源》雜誌發表的一項研究,固態電池可達到超過 1000 次充電循環,同時保留 80% 的原始容量。壽命的延長歸功於固體電解質的使用,固體電解質比液體電解質更穩定且不易劣化。更長的使用壽命可以降低更換成本並提高永續性,使得固態電池對於電動車和消費性電子產品的應用特別有吸引力。這一優勢刺激了對固態電池技術的投資和研究,促進了市場的成長。
製造挑戰
製造挑戰是固態電池廣泛使用的主要障礙。製造固體電解質並將這些材料融入電池需要複雜的工藝,目前難以擴大規模。固態電池製造面臨電極和電解質之間的界面電阻以及高溫加工的需求等挑戰。這些挑戰導致製造成本增加和製造能力有限。此外,在室溫下實現與液體電解質相同水平的電導率仍然是一個障礙。
技術進步
持續的研發重點是改進固體電解質材料、改進製造流程和最佳化電池設計。根據發表在《科學》雜誌上的一項研究,一種新型陶瓷電解質材料在離子電導率和穩定性方面顯示出有希望的結果。這些進步可能會導致固態電池具有更高的能量密度、更快的充電能力和更高的安全性。此外,學術機構、科技公司和汽車製造商之間的合作正在加速該領域的創新。
可擴展性問題
儘管固態電池在實驗室中表現出了良好的前景,但擴大生產以滿足商業需求仍然很困難。目前固態電池的生產能力有限,大多數製造商只能生產少量用於特殊應用的產品。固態電池的製造過程非常複雜,擴大生產設施所需的高成本是主要障礙。此外,與傳統鋰離子電池相比,固態電池中使用的特殊材料的供應鏈仍不那麼成熟。這種可擴展性挑戰可能會阻礙固態電池,特別是在大眾市場應用中。
由於實驗室關閉和供應鏈中斷,COVID-19 大流行最初擾亂了固態電池的研發活動。然而,這場危機也凸顯了先進能源儲存技術對於復原力和永續性的重要性。根據國際能源總署(IEA)的數據,儘管受到新冠疫情的影響,2020 年全球電動車銷量仍成長了 41%。電動車的持續擴散,加上對經濟復甦的技術創新的日益關注,可能會加速固態電池開發的長期投資。
預計家用電子電器產業在預測期內將是最大的產業
預計家用電子電器領域將在整個預測期內獲得最大的市場佔有率。這項優勢是由智慧型手機、筆記型電腦和穿戴式裝置對更耐用、更安全的電池日益成長的需求所推動的。固態電池為家用電子電器提供了多種優勢,包括高能量密度、快速充電能力和更高的安全性。這些優點符合消費者對具有長電池壽命和降低火災風險的設備的需求。主要電子製造商正在投資固態電池技術以提高競爭力。家用電子電器的大量生產以及固態電池支援新設備設計的潛力促成了該細分市場的巨大市場佔有率。
500mAh及以上細分市場預計在預測期內複合年成長率最高
預計500mAh及以上細分市場將在預測期內實現良好成長。此細分市場主要針對大型設備和應用,例如電動車、能源儲存系統和高性能家用電器。容量大於500mAh的固態電池有可能大幅提高電動車的續航里程和充電速度,並解決電動車採用的主要障礙。對此類應用不斷成長的需求,加上固態電池的卓越性能特徵,正在推動該領域的快速成長。
預計亞太地區在預測期內將佔據最大的市場佔有率。這一優勢主要得益於該地區在電池製造領域的強大實力、積極的電動車採用目標以及對先進技術的大量投資。根據國際能源總署(IEA)的數據,2021年僅中國就將佔全球電動車銷量的46%。日本、韓國等國家也處於固態電池研發的前線。豐田、三星和Panasonic等亞洲主要公司正大力投資固態電池技術。該地區強大的電子製造生態系統和促進清潔能源和電動車的政府支持政策有助於擴大市場佔有率。
預計歐洲地區在估計和預測期內將實現最高成長率。這種快速成長是由嚴格的環境法規、雄心勃勃的氣候目標以及政府對電動車採用和可再生能源整合的大力支持所推動的。根據歐洲工業協會的數據,儘管受到疫情影響,2020年歐盟電動車銷量仍成長了110%。此外,歐盟正在推出歐洲電池聯盟等舉措,以支持有競爭力的電池產業的發展。這些因素,加上歐洲對永續性和創新的重視,預計將推動該地區固態電池市場的高成長率。
According to Stratistics MRC, the Global Solid State Battery Market is accounted for $2.0 billion in 2024 and is expected to reach $12.5 billion by 2030 growing at a CAGR of 35.7% during the forecast period. A solid-state battery is an advanced energy storage device that uses solid electrolytes instead of the liquid or gel-based electrolytes found in conventional lithium-ion batteries. This design enhances safety, energy density, and performance by reducing the risk of leakage and combustion. Solid-state batteries also offer longer lifespans and faster charging capabilities. They are being developed for various applications, including electric vehicles, consumer electronics, and renewable energy storage, due to their potential to revolutionize the battery industry with safer, more efficient power solutions.
According to the International Energy Agency, global electric car sales reached 6.6 million in 2021, a 108% increase from 2020.
Offer longer lifespan
Solid-state batteries offer a significantly longer lifespan compared to traditional lithium-ion batteries. According to research published in Nature Energy, solid-state batteries can potentially achieve over 1,000 charge cycles while maintaining 80% of their original capacity. This extended lifespan is attributed to the use of solid electrolytes, which are more stable and less prone to degradation than liquid electrolytes. The longer lifespan translates to reduced replacement costs and improved sustainability, making solid-state batteries particularly attractive for applications in electric vehicles and consumer electronics. This advantage is driving increased investment and research in solid-state battery technology, contributing to market growth.
Manufacturing challenges
Manufacturing challenges pose a significant restraint to the widespread adoption of solid-state batteries. The production of solid electrolytes and the integration of these materials into battery cells require complex processes that are currently difficult to scale up. Manufacturing of solid-state batteries faces issues such as interfacial resistance between electrodes and electrolytes, and the need for high-temperature processing. These challenges result in higher production costs and limited manufacturing capacity. Additionally, achieving the same level of conductivity as liquid electrolytes at room temperature remains a hurdle.
Technological advancements
Ongoing research and development efforts are focused on improving solid electrolyte materials, enhancing manufacturing processes, and optimizing battery designs. According to a study published in Science, new ceramic electrolyte materials have shown promising results in terms of ionic conductivity and stability. These advancements could lead to solid-state batteries with higher energy densities, faster charging capabilities, and improved safety profiles. Additionally, collaborations between academic institutions, technology companies, and automotive manufacturers are accelerating innovation in this field.
Scalability issues
While solid-state batteries show promise in laboratory settings, scaling up production to meet commercial demand remains challenging. The current production capacity for solid-state batteries is limited, with most manufacturers only able to produce small quantities for specialized applications. The complexity of solid-state battery manufacturing processes and the high costs associated with scaling up production facilities present significant barriers. Additionally, the supply chain for specialized materials used in solid-state batteries is not as well-established as that for traditional lithium-ion batteries. These scalability challenges could hinder the widespread adoption of solid-state batteries, particularly in mass-market applications.
The COVID-19 pandemic initially disrupted solid-state battery research and development activities due to laboratory closures and supply chain interruptions. However, the crisis also highlighted the importance of advanced energy storage technologies for resilience and sustainability. According to the International Energy Agency, despite the pandemic, global electric car sales grew by 41% in 2020. This continued growth in electric vehicle adoption, coupled with increased focus on technological innovation for economic recovery, may accelerate long-term investment in solid-state battery development.
The consumer electronics segment is expected to be the largest during the forecast period
The consumer electronics segment is predicted to secure the largest market share throughout the forecast period. This dominance is driven by the increasing demand for longer-lasting, safer batteries in smartphones, laptops, and wearable devices. Solid-state batteries offer several advantages for consumer electronics, including higher energy density, faster charging capabilities, and improved safety. These benefits align well with consumer demands for devices with longer battery life and reduced fire risks. Major electronics manufacturers are investing in solid-state battery technology to gain a competitive edge. The high volume of consumer electronics production and the potential for solid-state batteries to enable new device designs contribute to this segment's large market share.
The above 500mAh segment is expected to have the highest CAGR during the forecast period
The above 500mAh segment is expected to register lucrative growth during the estimation period. This segment primarily caters to larger devices and applications, including electric vehicles, energy storage systems, and high-performance consumer electronics. Solid-state batteries with capacities above 500mAh have the potential to significantly improve the range and charging speed of electric vehicles, addressing key barriers to EV adoption. The growing demand for these applications, coupled with the superior performance characteristics of solid-state batteries, is driving the rapid growth of this segment.
Over the forecast period, the Asia Pacific region is anticipated to hold the largest market share. This dominance is primarily driven by the region's strong presence in battery manufacturing, aggressive electric vehicle adoption targets, and significant investments in advanced technologies. According to the International Energy Agency, China alone accounted for 46% of global electric car sales in 2021. Countries like Japan and South Korea are also at the forefront of solid-state battery research and development. Major Asian companies such as Toyota, Samsung, and Panasonic have made substantial investments in solid-state battery technology. The region's robust electronics manufacturing ecosystem and supportive government policies promoting clean energy and electric mobility further contribute to its significant market share.
During the estimation period, the Europe region is forecasted to record the highest growth rate. This rapid growth is fueled by stringent environmental regulations, ambitious climate goals, and strong government support for electric vehicle adoption and renewable energy integration. According to the European Automobile Manufacturers Association, electric car sales in the EU increased by 110% in 2020 despite the pandemic. Additionally, the European Union has launched initiatives like the European Battery Alliance to support the development of a competitive battery industry. These factors, combined with Europe's focus on sustainability and technological innovation, are expected to drive the region's high growth rate in the solid-state battery market.
Key players in the market
Some of the key players in Solid State Battery Market include QuantumScape Corporation, Solid Power, Toyota Motor Corporation, Samsung SDI, Panasonic Corporation, LG Energy Solution, BYD Company Ltd., ProLogium Technology Co., Ltd., Ilika plc, Blue Solutions, Hitachi Zosen Corporation, Sakuu Corporation, BrightVolt, Excellatron, Prieto, Factorial Energy, and NGK Insulators, Ltd.
In July 2024, Volkswagen Group's battery company PowerCo and QuantumScape announced they have entered into a groundbreaking agreement to industrialize QuantumScape's next-generation solid-state lithium-metal battery technology.
In March 2024, Samsung SDI announced that it plans to begin mass producing solid-state batteries for electric vehicles (EVs) in 2027, with pilot production starting in 2025.
In January 2024, Toyota, the world's biggest automaker, said it had achieved a breakthrough in solid-state technology that addressed durability problems. It said it planned commercialization in 2027-2028 of a battery with a range of 1,000 km and a charging time of 10 minutes..
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.