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市場調查報告書
商品編碼
1822399
2032年固態電池回收市場預測:按電池類型、供應來源、回收流程、服務模式、規模、最終用戶和地區進行的全球分析Solid-State Battery Recycling Market Forecasts to 2032 - Global Analysis By Battery Type, Source, Recycling Process, Service Model, Scale, End User and By Geography |
根據 Stratistics MRC 的數據,全球固態電池回收市場預計在 2025 年達到 2.348 億美元,到 2032 年將達到 13.736 億美元,預測期內的複合年成長率為 28.7%。
固態電池回收是指透過拆解和化學提取等工藝從電動車和電子產品中使用的固態電池中回收材料。這些方法可以回收鋰、鈷和固體電解質等有價值的成分,同時最大限度地減少廢棄物和環境影響。回收技術專為注重永續性的產業而設計,可確保資源的再利用,減少對原料的依賴,並利用環保技術支持先進電池技術的循環經濟。
IDTechEx 表示,回收固態電池對於回收鋰和硫化物電解質等稀缺材料以及確保循環供應鏈至關重要。
擴大電動車的使用
一個關鍵的市場驅動力是電動車 (EV) 在全球範圍內的快速普及,這直接產生了未來需要回收的廢棄固態電池的原料。政府逐步淘汰內燃機的指令、消費者獎勵以及電動車技術的進步正在加速這一轉變。這種成長確保了電池供應的穩定和不斷成長,使得回收不僅成為一項環保舉措,也是確保寶貴原料和建造汽車產業循環供應鏈的關鍵經濟必需品。
回收基礎設施有限
一個主要障礙是目前專門用於回收新型固態電池的基礎設施有限且低度開發。這些電池的化學成分和結構與傳統鋰離子電池不同,需要新的、專門的、資本密集的製程來實現安全拆解和材料回收。缺乏成熟的收集網路、分類設施以及可擴展的濕式冶金和火法冶金技術,構成了重大瓶頸,阻礙了該行業以商業規模高效處理即將到來的廢棄電池浪潮。
創新夥伴關係
在整個價值鏈中建立策略創新夥伴關係蘊藏著重大機會。電池製造商、回收技術新興企業、汽車原始設備製造商和研究機構之間的合作可以加速開發高效、經濟的回收流程。透過匯集研發資源、共用可回收電池設計的獨特知識以及建立閉合迴路供應鏈,此類夥伴關係可將回收從成本中心轉變為關鍵礦物的寶貴回收來源,從而增強競爭優勢。
監理不確定性
市場面臨來自電池回收標準、生產者延伸責任 (EPR) 制度以及廢棄電池跨境運輸等不明確且不斷變化的法規的威脅。不同地區政策不一致可能會使合規工作複雜化,增加營運成本,並阻礙全球回收生態系統的發展。缺乏明確的長期法規也可能阻礙對回收基礎設施的投資,因為企業往往在投入大量資金建設大型設施之前等待最終法規訂定。
新冠疫情最初擾亂了製造業供應鏈,並暫時減緩了電動車的生產。然而,其長期影響是正面的,鼓勵政府和企業專注於建立關鍵材料的彈性本地化供應鏈。許多地方獎勵策略包括為綠色技術和電動車基礎設施提供資金,加速向電動車的過渡,並透過強調國內循環電池經濟的戰略需求來間接支持回收公司。
預計鋰金屬固態電池市場在預測期內將佔最大佔有率
預計鋰金屬固態電池將在預測期內佔據最大的市場佔有率,因為它是下一代高性能電動車的關鍵化學材料,具有卓越的能量密度和安全性。隨著這類電池成為汽車製造商的主流選擇,未來它們將成為報廢電池中數量最多的部分。由於其富含有價值的鋰金屬陽極材料,使其成為回收商最具經濟吸引力的來源,因此企業在回收這些優質材料並確保佔據主導市場佔有率的工藝上投入了大量資金。
電動車電池組市場預計將在預測期內以最高複合年成長率成長
預計電動車電池組細分市場將在預測期內達到最高成長率。隨著2020年代初期售出的第一批電動車開始退役,需要回收的電池組數量將達到前所未有的水平。原料價格的激增,加上即將訂定的嚴格廢棄舊電池管理法規,以及原始設備製造商(OEM)需要確保新電池的回收材料,將導致專門回收整套電動車電池組的回收服務市場實現最高成長率。
預計亞太地區將在預測期內佔據最大市場佔有率,這得益於其在電動車製造和電池生產領域的絕對主導地位。中國、韓國和日本是全球電池生產中心,製造廢棄物和廢棄電池的供應集中。政府推行的循環經濟扶持政策、寧德時代和LG能源解決方案等大型電池製造商的入駐以及完善的電子產品回收基礎設施,都為亞太地區提供了根本性優勢,使其成為規模最大、最具活力的市場。
預計北美地區將在預測期內實現最高的複合年成長率,因為積極的政府舉措和政策(例如《通膨削減法案》)鼓勵國內電池製造和回收,從而打造安全且本地化的供應鏈。汽車製造商和科技公司對新的超級工廠和回收工廠進行了巨額投資,再加上監管機構對電動車普及和再生材料要求的強力推動,使得北美市場從小規模迅速擴張,並在預測期內呈現出最高的成長率。
According to Stratistics MRC, the Global Solid-State Battery Recycling Market is accounted for $234.8 million in 2025 and is expected to reach $1373.6 million by 2032 growing at a CAGR of 28.7% during the forecast period. Solid-state battery recycling involves recovering materials from solid-state batteries, used in electric vehicles and electronics, through processes like dismantling and chemical extraction. These methods reclaim valuable components such as lithium, cobalt, and solid electrolytes, minimizing waste and environmental impact. Designed for sustainability-focused industries, recycling ensures resource reuse and reduces reliance on raw materials, using eco-friendly techniques to support a circular economy in advanced battery technology.
According to IDTechEx, recycling solid-state batteries is critical for recovering scarce materials like lithium and sulfide electrolytes, ensuring a circular supply chain.
Growing EV adoption
The primary market driver is the rapid global adoption of electric vehicles (EVs), which directly creates the future feedstock of end-of-life solid-state batteries requiring recycling. Government mandates phasing out internal combustion engines, consumer incentives, and advancing EV technology are accelerating this shift. This growth ensures a consistent and expanding supply of batteries, making recycling not just an environmental imperative but a crucial economic necessity to secure valuable raw materials and create a circular supply chain for the automotive industry.
Limited recycling infrastructure
A significant restraint is the currently limited and underdeveloped infrastructure specifically designed for recycling novel solid-state batteries. These batteries differ in chemistry and construction from traditional lithium-ion, requiring new, specialized, and capital-intensive processes for safe dismantling and material recovery. The lack of established collection networks, sorting facilities, and scalable hydrometallurgical/pyrometallurgical techniques creates a major bottleneck, hindering the industry's ability to efficiently process the coming wave of end-of-life batteries at a commercial scale.
Technology innovation partnerships
A major opportunity lies in forming strategic technology innovation partnerships across the value chain. Collaborations between battery manufacturers, recycling technology startups, automotive OEMs, and research institutions can accelerate the development of efficient, cost-effective recycling processes. These partnerships can pool R&D resources, share proprietary knowledge on battery design for recyclability, and establish closed-loop supply chains, turning recycling from a cost center into a valuable source of reclaimed critical minerals and a competitive advantage.
Regulatory uncertainty
The market faces a threat from uncertain and evolving regulations governing battery recycling standards, extended producer responsibility (EPR) schemes, and cross-border transportation of waste batteries. Inconsistent policies between regions can create compliance complexities, increase operational costs, and hinder the development of a global recycling ecosystem. A lack of clear, long-term regulations may also dampen investment in recycling infrastructure, as companies await finalized rules before committing significant capital to build large-scale facilities.
The COVID-19 pandemic initially disrupted manufacturing supply chains, temporarily slowing EV production and, consequently, the future pipeline of batteries for recycling. However, the long-term impact was positive, as it intensified government and corporate focus on building resilient, localized supply chains for critical materials. Recovery stimulus packages in many regions included funding for green technology and EV infrastructure, indirectly supporting the recycling sector by accelerating the EV transition and highlighting the strategic need for a domestic circular battery economy.
The lithium-metal solid-state segment is expected to be the largest during the forecast period
The lithium-metal solid-state segment is expected to account for the largest market share during the forecast period, resulting from its position as the leading chemistry for next-generation high-performance EVs, offering superior energy density and safety. As these batteries become the mainstream choice for automakers, they will constitute the largest volume of end-of-life units in the future. Their high content of valuable lithium-metal anode material makes them economically the most attractive stream for recyclers, driving significant investment into processes to recover these premium materials and secure a dominant market share.
The EV battery packs segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the EV battery packs segment is predicted to witness the highest growth rate, propelled by the sheer exponential growth in the number of electric vehicles reaching end-of-life. As the first major wave of EVs sold in the early 2020s begins to retire, they will generate an unprecedented volume of battery packs requiring recycling. This surge in feedstock, combined with stringent upcoming regulations on end-of-life management and OEMs' need to secure recycled content for new batteries, will drive the highest growth rate in recycling services specifically for entire EV packs.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to its absolute dominance in both EV manufacturing and battery production. China, South Korea, and Japan are global hubs for cell production, creating a concentrated supply of manufacturing scrap and, eventually, end-of-life batteries. Supportive government policies promoting a circular economy, the presence of major battery giants like CATL and LG Energy Solution, and a well-established electronics recycling infrastructure provide a foundational advantage, making APAC the largest and most active market.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with, aggressive government initiatives and policies, such as the Inflation Reduction Act, that incentivize domestic battery manufacturing and recycling to build a secure, localized supply chain. Heavy investments from automakers and tech companies in new gigafactories and recycling plants, coupled with strong regulatory push for EV adoption and recycled content mandates, are creating a rapidly expanding market from a smaller base, resulting in the highest growth rate during the forecast period.
Key players in the market
Some of the key players in Solid-State Battery Recycling Market include QuantumScape, Solid Power, SES AI, Ilika, ProLogium, StoreDot, OXIS Energy, Ionic Materials, Sila Nanotechnologies, Enovix, SolidEnergy Systems, Blue Solutions, Amprius, Lithium Werks, CATL, and BYD, Panasonic.
In June 2025, a consortium led by QuantumScape and Solid Power published a joint white paper outlining the first standardized framework for the classification, handling, and transportation of spent solid-state batteries for recycling. This initiative aims to address safety concerns and establish a supply chain for end-of-life cells before commercial EVs hit the road.
In May 2025, Panasonic unveiled a new closed-loop recycling pilot line at its Osaka research center. The system is integrated directly with its SSB manufacturing process, allowing for the immediate recovery and re-use of critical materials from quality control reject cells, significantly minimizing waste during the initial production phases.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.