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市場調查報告書
商品編碼
2160889
乾電極技術市場預測至2034年—按電解質類型、材料化學、電池技術、應用和地區分類的全球分析Dry Electrode Technology Market Forecasts to 2034 - Global Analysis By Electrolyte Type (Cathode Dry Electrode and Anode Dry Electrode), Material Chemistry, Battery Technology, Application and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球乾電極技術市場規模將達到 28 億美元,並在預測期內以 28.0% 的複合年成長率成長,到 2034 年將達到 203 億美元。
乾電極技術是一種創新的電池電極製造方法,它避免了傳統的溶劑型漿料處理過程。該技術將電極材料直接沉積到集電器上,最大限度地減少了溶劑的使用和高能耗的乾燥過程。這種方法能夠提高製造效率、降低生產成本並減少對環境的影響。此外,它還允許開發更厚的電極,從而提高能量密度並改善電池性能。人們對高效、永續電池製造的日益關注正在推動乾電極製程的進一步發展和廣泛應用。
根據國際能源總署(IEA)的數據,預計到2024年,全球電動車銷量將超過1,700萬輛,比2023年成長超過25%。這凸顯了對先進電池製造技術(包括乾電極製程)的需求。
高能量密度電池的需求日益成長
對高能量密度電池日益成長的需求正在推動乾電極技術市場的擴張。電動車、攜帶式電子設備和固定式儲能解決方案都需要容量更大、續航時間更長、效率更高的電池。乾電極製造過程允許製造更厚的電極結構,同時避免了傳統濕式塗覆製程的一些限制。透過提高活性材料的堆積密度,可以提高能量密度並設計出更緊湊的電池。因此,電池製造商正擴大探索採用乾式加工技術,以提升電池性能和製造能力,並應用於更廣泛的領域。
前期投入巨大,流程也改變了。
大量的初始投資和大規模的生產線改造可能會阻礙乾電極技術的應用。製造商可能需要升級現有設備、安裝專用的乾式加工設備,並建造專門的電極材料處理系統。對於依賴傳統濕式塗覆製程的公司而言,這些改造可能需要大量的資本投入。此外,實施這項技術可能還需要進行技術開發、製程檢驗和測試,才能開始大規模生產。這些要求會導致更長的實施週期和更大的財務負擔,使得小規模的電池製造商和投資能力有限的公司更難採用這項技術。
電動車電池製造規模擴大
電動車電池生產的擴張為乾電極技術的應用提供了巨大的機會。汽車製造商和電池生產商正日益尋求能夠提高能量密度、簡化製造流程並提升營運效率的生產方法。乾法製程減少了對傳統溶劑塗層和高能耗乾燥製程的依賴,有助於建構更精簡的生產系統。隨著全球對電動車電池設施的投資不斷增加,製造商正在評估先進的電極製造技術。因此,技術供應商可以從不斷擴展的電動車電池供應鏈中日益成長的對擴充性、高效且經濟的乾電極解決方案的需求中獲益。
與傳統電極製造技術的競爭
現有的濕電極製造方法對乾電極技術的推廣應用構成潛在挑戰。傳統製程具有許多優勢,例如產業應用廣泛、設備生態系統成熟、供應鏈可靠、生產方法成熟。電池製造商可能由於改造現有設備成本高且技術風險巨大而不願轉型採用新的乾電極製程。此外,傳統塗覆和乾燥技術的不斷改進也可能增強其競爭力。因此,傳統製造方法的持續應用和發展可能會減緩乾電極技術的廣泛商業化進程。
新冠感染疾病初期,乾電極技術市場面臨供應鏈中斷、工廠停工、運輸限制、研發活動延誤等諸多挑戰。設備和原料供應不足也影響了技術推廣和電池生產項目。隨著經濟活動的復甦,電動車、能源儲存系統和先進電池需求的成長推動了市場復甦。這些發展促使電池製造商考慮採用乾電極工藝,以建立更有效率、更具韌性的生產系統。
在預測期內,陰極乾電極細分市場預計將佔據最大的市場佔有率。
在預測期內,乾電極陰極預計將佔據最大的市場佔有率。陰極在決定電池容量、能量密度、電壓特性和整體性能方面起著至關重要的作用。將乾式製程應用於陰極製造,可以最大限度地減少對溶劑的依賴,簡化電極生產,並允許設計更厚的電極。這種方法還有望透過減少傳統乾燥要求來提高生產效率。隨著對高性能電池和最佳化生產流程的日益關注,製造商正在積極地在其陰極製造應用中採用乾電極技術。
在預測期內,電動車 (EV) 細分市場預計將呈現最高的複合年成長率。
在預測期內,電動車領域預計將呈現最高的成長率。隨著電動車的日益普及,對高能量密度、高製造效率和高性能電池的需求也日益成長。乾電極加工技術能夠透過最大限度地減少溶劑用量、降低乾燥需求以及實現更厚的電極設計來滿足這些需求。因此,汽車製造商和電池製造商正在評估先進的乾電極加工技術,以改善電池生產和提升電池性能。預計對電動車和電池製造領域投資的增加將加速乾電極技術的應用。
在預測期內,亞太地區預計將佔據最大的市場佔有率,這得益於其完善的電池生產基礎設施和蓬勃發展的電動車產業。中國、日本和韓國在電池材料、電芯生產和儲能解決方案方面擁有強大的實力。對大規模電池製造設施、技術研發和先進製造的投資不斷增加,正在推動該地區的技術應用。主要電池製造商的集中、電動車的日益普及以及行業的持續擴張,為乾電極技術在全部區域的更廣泛應用創造了有利條件。
在預測期內,北美預計將呈現最高的複合年成長率,這主要得益於電池製造能力的擴張和乾式製程技術的商業化。對電動車電池、先進儲能研究和現代化生產設施的投資增加,正在推動該地區的發展。主要汽車製造商和電池公司正日益評估並採用乾電極製程以提高生產效率。此外,鼓勵國內電池生產的政策和強大的供應鏈也為北美加速採用乾電極製程創造了有利條件。
According to Stratistics MRC, the Global Dry Electrode Technology Market is accounted for $2.8 billion in 2026 and is expected to reach $20.3 billion by 2034 growing at a CAGR of 28.0% during the forecast period. Dry Electrode Technology represents an innovative battery electrode production method that avoids traditional solvent-based slurry processing. Instead, electrode materials are deposited directly onto current collectors, minimizing solvent usage and energy-intensive drying stages. This approach can streamline manufacturing operations, reduce production expenses, and decrease environmental impacts. It also enables the development of thicker electrodes, which can contribute to higher energy density and improved battery performance. Growing interest in efficient and sustainable battery manufacturing is encouraging greater development and adoption of dry electrode processes.
According to the International Energy Agency (IEA), global electric car sales exceeded 17 million units in 2024, increasing by more than 25% from 2023. This supports demand for advanced battery manufacturing technologies, including dry electrode processing.
Rising demand for energy-dense batteries
Increasing requirements for high-energy batteries are supporting the expansion of the Dry Electrode Technology Market. Electric vehicles, portable electronics, and stationary energy-storage solutions need batteries capable of delivering greater capacity, extended usage, and enhanced efficiency. Dry electrode manufacturing allows thicker electrode structures while avoiding several constraints linked with traditional wet coating processes. Higher active-material loading can contribute to greater energy density and more compact battery designs. Consequently, battery producers are increasingly exploring dry processing technologies to improve battery performance and manufacturing capabilities across multiple applications.
High initial investment and process modification
Significant upfront investment and extensive production-line changes can limit adoption of Dry Electrode Technology. Manufacturers may need to upgrade existing facilities, introduce dedicated dry-processing equipment, and establish specialized systems for handling electrode materials. For companies relying on conventional wet-coating infrastructure, these modifications can involve considerable capital spending. Integrating the technology may also require engineering development, process validation, and testing before commercial production. These requirements can increase implementation time and financial pressure, making adoption more challenging for smaller battery producers and companies with constrained investment capabilities.
Expansion of electric vehicle battery manufacturing
Growing electric vehicle battery production presents strong opportunities for Dry Electrode Technology adoption. Automotive companies and battery manufacturers increasingly require production methods that enhance energy density, simplify manufacturing, and improve operational efficiency. Dry processing can reduce dependence on conventional solvent coating and energy-intensive drying stages, helping create more streamlined production systems. Rising investments in EV battery facilities worldwide are encouraging manufacturers to evaluate advanced electrode manufacturing approaches. Consequently, technology suppliers can benefit from increasing demand for scalable, efficient, and cost-effective dry electrode solutions across expanding EV battery supply chains.
Competition from conventional electrode manufacturing technologies
Established wet electrode manufacturing methods represent a potential challenge for the expansion of Dry Electrode Technology. Conventional processes benefit from extensive industry adoption, mature equipment ecosystems, reliable supply networks, and proven production practices. Battery manufacturers may be reluctant to shift toward newer dry processes because changing established facilities can involve considerable costs and technical risks. Moreover, ongoing improvements in traditional coating and drying techniques could strengthen their competitiveness. As a result, the continued availability and advancement of conventional manufacturing approaches may delay broader commercialization of dry electrode technology.
COVID-19 initially created challenges for the Dry Electrode Technology Market through supply-chain interruptions, factory shutdowns, transportation restrictions, and delays in research and development activities. Limited access to equipment and raw materials affected technology deployment and battery production projects. As economic activities resumed, rising requirements for electric vehicles, energy-storage systems, and advanced batteries helped market recovery. These developments encouraged battery manufacturers to consider dry electrode processes as part of efforts to build more efficient and resilient production operations.
The cathode dry electrode segment is expected to be the largest during the forecast period
The cathode dry electrode segment is expected to account for the largest market share during the forecast period. Cathodes play a fundamental role in determining battery capacity, energy density, voltage characteristics, and overall performance. Applying dry processing to cathode production can minimize reliance on solvents and simplify electrode manufacturing while enabling thicker electrode designs. The approach also offers potential manufacturing-efficiency benefits by reducing conventional drying requirements. Increasing focus on higher-performing batteries and optimized production processes is encouraging manufacturers to adopt dry electrode techniques for cathode manufacturing applications.
The electric vehicles segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the electric vehicles segment is predicted to witness the highest growth rate. Expanding electric transportation is creating stronger requirements for batteries that provide greater energy density, efficient manufacturing, and improved performance. Dry electrode processing can address these needs by minimizing solvent usage, reducing drying requirements, and supporting thicker electrode designs. Automotive manufacturers and battery producers are therefore evaluating advanced dry-processing techniques to enhance battery production and cell capabilities. Increasing investment in electric mobility and battery manufacturing is expected to accelerate the use of dry electrode technology.
During the forecast period, the Asia Pacific region is expected to hold the largest market share because of its well-developed battery production infrastructure and growing electric vehicle industry. China, Japan, and South Korea possess significant capabilities in battery materials, cell production, and energy-storage solutions. Increasing investments in large-scale battery facilities, technological research, and advanced manufacturing are supporting regional adoption. The concentration of major battery manufacturers, rising electric mobility, and continued industrial expansion are creating favourable conditions for wider implementation of dry electrode technologies across Asia Pacific.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by expanding battery manufacturing capacity and rising commercialization of dry-processing technologies. Increasing investments in electric vehicle batteries, advanced energy-storage research, and modern production facilities are supporting regional development. Major automotive and battery companies are increasingly evaluating and implementing dry electrode processes to improve manufacturing efficiency. In addition, policies encouraging domestic battery production and resilient supply chains are creating favorable conditions for accelerated adoption across North America.
Key players in the market
Some of the key players in Dry Electrode Technology Market include Tesla, CATL, LG Energy Solution, Panasonic Energy, SK On, Samsung SDI, Sakuu, AM Batteries, Durr Group, Lead Intelligent Equipment Co., Ltd., ANDRITZ Schuler GmbH, Yinghe Technology Co., Ltd., Hitachi High-Tech Corporation, SAUERESSIG Group, Syensqo, Arkema, Daikin Industries and Zeon.
In August 2026, CATL and Schaeffler have signed a MoU in the field of e-mobility. The agreement builds on an already secured customer project and covers the joint development of automotive Battery Management Systems (BMS) as well as "X-in-1" IPB solutions. Through this collaboration, both companies are expanding their strategic partnership and combining their technological and industrial strengths to advance innovative electrification solutions for the European market and beyond.
In September 2025, Tesla Group a. s. and SRAM &AM Group have inked a $ 1 billion agreement to set up electric vehicle battery facilities in India and other countries. As per the agreement, a total of five EV battery factories, also called gigafactories, will be set up in India and 15 other countries such as the US, Malaysia, Oman, Brazil, the UAE, and Cambodia, Sailesh L Hiranandani, Chairman of SRAM &AM Group.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.