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市場調查報告書
商品編碼
1889401
固態電池市場預測至2032年:按電池類型、類別、電解液類型、容量、應用和地區分類的全球分析Solid-State Battery Market Forecasts to 2032 - Global Analysis By Battery Type, Category, Electrolyte Type, Capacity, Application, and By Geography |
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根據 Stratistics MRC 的一項研究,全球固態電池市場預計在 2025 年達到 18 億美元,到 2032 年將達到 403 億美元,預測期內複合年成長率 (CAGR) 為 55.5%。固態電池專注於以固體材料取代液態電解質的先進電池技術,從而提高安全性和能量密度。
此次合作匯集了材料供應商、電池開發人員和系統整合商,目標應用領域包括電動車、家用電器和固定式儲能系統。其優點包括降低火災風險、延長循環壽命、實現快速充電以及提升電動車續航里程,並隨著技術從試點階段邁向商業化規模,為更安全、更緊湊的儲能解決方案提供支援。
高能量密度潛力,可延長電動車的續航里程
固態電池的主要驅動力在於遠高於傳統鋰離子電池的能量密度。這項固有特性使得電池組能夠在更小、更輕的體積內儲存更多能量,從而顯著提升電動車的續航里程。解決里程焦慮是電動車普及的一大障礙,而固態電池技術恰好能夠有效應對這項挑戰。這使得電動車對消費者更具吸引力,並有助於汽車製造商實現全球嚴格的排放氣體目標。性能的飛躍正在汽車產業催生巨大的市場需求。
可擴展性和大規模生產的技術挑戰
市場成長的主要障礙在於擴大生產規模和實現經濟高效的大規模生產仍面臨持續的技術挑戰。其他技術障礙仍然存在,例如陽極-電解質界面處鋰枝晶的形成以及室溫下離子電導率低。這些複雜問題需要專門的生產設備和高純度、通常昂貴的原料。因此,將實驗室的成功轉化為商業性可行的吉瓦級生產需要投入大量成本並克服許多技術挑戰,減緩了市場接受度。
與快速充電基礎設施的整合
固態電池與新一代快速充電基礎設施的無縫整合,是新興的關鍵機會。與液態電解質電池相比,固態電池具有卓越的熱穩定性和對快速充電電流的高耐受性,使其在嚴苛的充電條件下更安全耐用。這種綜效有望顯著縮短充電時間,甚至達到傳統汽車加油的速度。此類發展將帶來顛覆性的變革,推動消費者接受固態電池,充電網路營運商和能源公司正積極尋求面向未來的解決方案。
競爭性電池化學技術的快速創新
市場正面臨來自競爭電池化學技術持續創新和漸進式改進的實際威脅,尤其是鋰矽鋰離子電池和採用液態電解質的鋰金屬鋰離子電池等先進鋰離子電池。此外,這些成熟技術受益於成熟的大規模供應鏈和持續的成本降低。固態電池商業化進程的延遲尤其有可能縮小其在固態電池密度和安全性方面的性能差距,從而使其市場佔有率被蠶食。這種對研發資金和市場關注的競爭構成了重大的策略威脅。
新冠疫情初期,由於全球封鎖和工廠關閉導致供應鏈嚴重受阻,研發工作被迫延緩,固態電池市場受到衝擊。然而,這場危機也扮演了催化劑的作用,凸顯了韌性供應鏈和清潔能源技術的戰略重要性。中期來看,各國政府和企業已加速推動電氣化和永續投資,將其作為經濟復甦計畫的一部分。這促使人們重新關注先進電池的研發,包括固態電池平台。
預計在預測期內,二次電池細分市場將佔據最大的市場佔有率。
由於電動車產業對可充電(二次)電池系統有著巨大的需求,預計在預測期內,二次電池領域將佔據最大的市場佔有率。此外,家用電器和電網儲能應用本身也是重要的市場,它們同樣依賴可充電電池。目前,研發重點和投資正集中在開發耐用、長壽命的二次固態電池,這鞏固了其在可預見的未來作為主要收入來源的地位。
預計在預測期內,氧化物基固體電解質細分市場將呈現最高的複合年成長率。
由於氧化物基固體電解質可能存在脆性,但薄膜製備技術和複合電解質的進步正在緩解這些挑戰。此外,其寬廣的電化學窗口使其與高壓正極材料具有良好的兼容性,這對於實現高能量密度並促進其快速應用至關重要。
亞太地區預計將在預測期內佔據最大的市場佔有率,這主要得益於全球最大的電池製造商(主要集中在中國、日本和韓國)以及其強大的電動車供應鏈。政府的大力支持、國家對電池技術的大量投資,以及主要汽車製造商積極研發固態電池,共同建構了一個有利於生產和早期應用的強大生態系統,鞏固了該地區在銷售和價值方面的市場主導地位。
預計亞太地區在預測期內將實現最高的複合年成長率。這主要得益於各國積極的策略,尤其是日本和韓國,旨在十年內實現固態電池的商業化生產。中國也大力投資電動車和電池產業。同時,全部區域的研發活動和夥伴關係也不斷擴展。這些因素使亞太地區成為創新和快速成長的熱點地區,並使其處於市場成長的前沿。
According to Stratistics MRC, the Global Solid-State Battery Market is accounted for $1.8 billion in 2025 and is expected to reach $40.3 billion by 2032, growing at a CAGR of 55.5% during the forecast period. The solid-state battery focuses on advanced batteries that replace liquid electrolytes with solid materials, improving safety and energy density. It involves materials suppliers, cell developers, and integrators targeting electric vehicles, consumer electronics, and stationary storage. Benefits include lower fire risk, longer cycle life, potential for faster charging, and higher range for EVs, supporting safer, more compact energy storage solutions as technology moves from pilot to commercial scale.
Higher energy density potential enabling longer range for electric vehicles
The paramount driver for solid-state batteries is their significantly higher energy density potential compared to conventional lithium-ion cells. This intrinsic property allows for the storage of more energy in a smaller, lighter battery pack, which is a critical enabler for extending the driving range of electric vehicles. Overcoming range anxiety is a fundamental hurdle for widespread EV adoption, and solid-state technology directly addresses this, making EVs more practical for consumers and helping automakers meet stringent global emission targets. This performance leap is creating immense pull from the automotive industry.
Technical challenges in scalability and mass production
A significant barrier to market growth involves the persistent technical challenges in scaling up manufacturing and achieving cost-effective mass production. Furthermore, issues such as the formation of lithium dendrites at the anode-electrolyte interface and poor ionic conductivity at room temperature remain engineering hurdles. These complexities necessitate specialized production equipment and pristine, often expensive, raw materials. Consequently, translating laboratory successes into commercially viable, gigawatt-scale production presents a substantial cost and technical challenge that delays widespread market penetration.
Integration with fast-charging infrastructure
A major emerging opportunity lies in the seamless integration of solid-state batteries with next-generation fast-charging infrastructure. Their superior thermal stability and higher tolerance to rapid charging currents make them inherently safer and more durable under extreme charging conditions than liquid electrolyte batteries. This synergy could enable drastically reduced charging times, potentially matching the refueling speed of conventional vehicles. Such a development would be a game-changer for consumer adoption and is actively pursued by charging network operators and energy companies seeking future-proof solutions.
Rapid innovation in competing battery chemistries
The market faces a tangible threat from the relentless innovation and incremental improvements in competing battery chemistries, particularly advanced lithium-ion variants like lithium-silicon and lithium-metal with liquid electrolytes. Moreover, these established technologies benefit from mature, scaled supply chains and continuous cost reductions. They run the risk of overshadowing solid-state batteries as they close the performance gap in energy density and safety, particularly if the latter's commercialization timeline extends. This competition for R&D funding and market mindshare represents a significant strategic threat.
The Covid-19 pandemic initially disrupted the solid-state battery market by causing significant supply chain bottlenecks and delaying research and development activities due to global lockdowns and facility closures. However, the crisis also acted as a catalyst, highlighting the strategic importance of resilient supply chains and clean energy technologies. In the medium term, it sped up the government's and businesses' focus on electrification and sustainable investment as part of plans to get the economy back on track. This led to a renewed commitment to advanced battery development, including solid-state platforms.
The secondary segment is expected to be the largest during the forecast period
The secondary segment is expected to account for the largest market share during the forecast period, attributable to the overwhelming demand from the electric vehicle industry, which exclusively requires rechargeable (secondary) battery systems. Additionally, consumer electronics and grid storage applications, which are substantial markets themselves, also rely on rechargeable batteries. The high development focus and investment are channeled towards creating durable, long-cycle-life secondary solid-state batteries, cementing their position as the primary revenue generator for the foreseeable future.
The oxide-based solid electrolytes segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the oxide-based solid electrolytes segment is predicted to witness the highest growth rate due to their superior chemical stability, high ionic conductivity, and excellent safety profile, which are highly prized for automotive applications. While they can be brittle, advancements in thin-film manufacturing and composite electrolytes are mitigating these challenges. Furthermore, they are compatible with high-voltage cathode materials due to their broad electrochemical window, which is crucial for achieving higher energy densities and accelerating their rapid adoption.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, anchored by the presence of the world's largest battery manufacturers and a dominant electric vehicle supply chain, primarily in China, Japan, and South Korea. Strong government support, substantial national investments in battery technology, and the presence of major automotive OEMs actively developing solid-state batteries create a powerful ecosystem for production and early adoption, ensuring the region's market dominance in both volume and value.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by aggressive national strategies, particularly in Japan and South Korea, which aim to achieve commercial solid-state battery production within this decade. China is also making huge investments in its own EV and battery industries. At the same time, research and development (R&D) activities and partnerships are growing across the region. This makes Asia Pacific a hotbed for innovation and rapid growth, putting it at the forefront of the market's growth.
Key players in the market
Some of the key players in Solid-State Battery Market include QuantumScape Corporation, Solid Power, Inc., ProLogium Technology Co., Ltd., Blue Solutions (Bollore Group), Ilika plc, Factorial Inc., Samsung SDI Co., Ltd., LG Energy Solution Ltd., Toyota Motor Corporation, Nissan Motor Co., Ltd., BYD Co., Ltd., CATL (Contemporary Amperex Technology Co., Limited), Panasonic Holdings Corporation, TDK Corporation, SK On Co., Ltd., Ganfeng Lithium Co., Ltd., Ampcera Inc., and Ion Storage Systems, Inc.
In November 2025, Blue Solutions reports that its GEN4 lithium-metal solid-state batteries can deliver about 70% more driving autonomy compared with earlier generations, targeting automotive applications.
In October 2025, Ilika announces completion of commissioning of its automated Goliath solid-state battery pilot line (1.5 MWh capacities), enabling delivery of larger volumes of solid-state prototypes; 10 Ah P1.5 prototypes are planned for customer release from Dec 2025.
In September 2024, Solid Power is selected by the U.S. Department of Energy for negotiations on up to a $50 million award to install a continuous manufacturing process for sulfide-based solid electrolyte and expand production capacity for ASSBs at its Colorado facility.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.