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四大鋰離子電池材料市場及供應鏈管理分析
市場調查報告書
商品編碼
1741564

四大鋰離子電池材料市場及供應鏈管理分析

<2025.H1> LIB 4 Major Materials Market and SCM Analysis
出版日期: | 出版商: SNE Research | 英文 174 Pages | 商品交期: 請詢問到貨日

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簡介目錄

市場規模及成長率

2024年上半年，鋰離子電池市場出貨量較去年同期成長約23%，市場規模達到約515億美元（以電池組價值計算）。儘管電動車需求成長放緩，但再生能源儲能系統（ESS）的擴張成為關鍵驅動因素。

主要市場趨勢

各大公司持續致力於擴大產能和推動技術創新，其中高電壓、高能量密度電池和快速充電技術特別引人注目。為了滿足降低成本和提升價格競爭力的需求，高性價比的磷酸鋰鐵電池（LFP）的採用率有所提升。CATL等各大公司也開發了磷酸鐵鋰電池（LMFP）等替代產品，以彌補磷酸鐵鋰電池的劣勢。

此外，快速充電和高性能電池技術正在快速發展，預計採用4680電芯、成本更低、熱穩定性更佳的電池將於2025年下半年投入商業化。

主要鋰離子電池製造商現況

2024年，韓國三大電池製造商（LG Energy Solution、Samsung SDI和SK on）在M/S的總出貨量佔比將降至15.6%（207GWh），較前一年下降8個百分點。2023年，這三大製造商的總出貨量為252GWh，佔總出貨量1,050GWh的24%。總出貨量佔比年減8個百分點，總出貨量下降17.8%。

LG Energy Solution 以 128GWh 的出貨量位居全球第三，年減 6%。Samsung SDI 以 48GWh 的出貨量下降 17%，從第四位跌至第七位。 SK on的降幅最大，年減 46%，至 31GWh。

中國的CATL 以 474GWh 的出貨量維持第一的位置，年增 24%。BYD緊隨其後，出貨量為 192GWh，年增 23%，這得益於其電動車銷量突破 400萬輛。 EVE 則以 80.4GWh 的出貨量躍居第四，這得益於其儲能系統（ESS）出貨量成長 92.8%，超過 5,000萬瓦時。CALB以64GWh（成長52%）的出貨量升至第五位，其次是Guoxuan（50GWh，成長61%）和Sunwoda（34GWh，成長125%），分別位列第六和第九。

Panasonic是前十名中唯一的日本企業，2024年的出貨量為42GWh，年減5%，排名從第五位跌至第八位。

全球市場變化與展望

隨著美國IRA和歐洲Critical Raw Materials Act的實施，這些地區的電池市場預計將迅速擴張。受此影響，韓國、中國和日本的電池製造商正在加速本地投資，四大材料製造商也紛紛以單獨或合資的形式進入市場。與全球汽車製造商的直接供應協議也正在興起。展望未來，成功在這些地區搶先的材料供應商可望在重塑產業競爭格局中發揮關鍵作用。

本報告對全球鋰離子電池市場進行了分析，並提供了四大主要材料（正極、負極、電解液和隔膜）的市場趨勢和供應鏈狀況資訊。

目錄

第1章 EV/LIB市場動態

  • 全球EV/LIB市場回顧與預測
  • 主要鋰離子電池製造商的電池（xEV/ESS）出貨量（2024年）
  • 各鋰離子電池公司出貨量趨勢及預測：依年份
  • 主要鋰離子電池公司開工率趨勢
  • 電動車中長期市場展望（～2035年）
  • ESS中長期市場展望（～2035年）
  • 全球電池供需展望
  • 北美/歐洲電池供需展望
  • （參考）電池使用量與出貨量比較
  • （參考）四大主要電池供應商的運用邏輯材料

第2章 正極市場回顧與預測

  • 正極需求趨勢
    • 正極需求趨勢：依化學類型（2023-2024）
    • 正極需求趨勢：依地區（2023-2024）
    • 正極需求趨勢：依應用（2023-2024）
    • 正極消費趨勢：依電池製造商
    • 正極消費預測
  • 正極製造商市場佔有率
    • 正極市場佔有率：依製造商
    • 正極市場佔有率：依製造商（2024）
    • 正極市場佔有率：依製造商（2025）
  • 正極市場供應鏈管理 - 三元/LFP（2024）
  • 正極市場供應鏈管理 - 三元/LFP（2025）
  • 正極市場預測（中長期）
    • 正極需求預測：依地區和化學（2023-2035）
    • 正極產能預測（2023-2035）
  • 正極材料價格趨勢
    • 正極價格趨勢：依類型（2020年第一季 -2025年第一季）
    • 正極前驅體價格趨勢：依類型
    • 電池金屬價格趨勢：依類型
  • 主要正極廠商趨勢

第3章 負極市場回顧與預測

  • 全球負極市場回顧與預測預測
  • 陽極需求趨勢
    • 陽極需求趨勢：依化學類型（2023-2024）
    • 陽極需求趨勢：依地區（2023-2024）
    • 陽極需求趨勢：依應用（2023-2024）
    • 陽極消費趨勢：依電池製造商
    • 陽極消費預測
  • 陽極製造商市場佔有率
    • 陽極市場佔有率：依製造商
    • 陽極市場佔有率：依製造商（2024）
    • 陽極市場佔有率：依製造商（2025）
  • SCM 陽極市場 - NG/AG/Si 陽極（2024）
  • SCM 陽極市場 - NG/AG/Si 陽極（2025）
  • 陽極市場預測（2025年中期至2026年）（長期）
    • 陽極需求預測：依地區和化學（2023-2035）
    • 陽極產能預測（2023-2035）
  • 陽極和材料價格趨勢
    • 石墨陽極價格趨勢：依類型（2020年第一季 -2025年第一季）
    • 陽極原料價格趨勢：依類型
  • 主要陽極製造商趨勢

第4章 隔膜市場回顧與預測

  • 全球隔膜市場回顧與預測
  • 隔膜需求趨勢
    • 隔膜需求趨勢：依類型（2023-2024）
    • 隔膜需求趨勢：依地區（2023-2024）
    • 隔膜需求趨勢：依應用（2023-2024）
    • 隔板消費趨勢：依電池製造商
    • 隔膜消費預測
  • 隔膜製造商市場佔有率
    • 隔膜市場佔有率：依製造商
    • 隔膜市場佔有率：依製造商（2024）
    • 隔膜市場佔有率：依製造商（2025）
  • SCM-EV/ESS/CE 隔膜市場（2024）
  • SCM-EV/ESS/CE 隔膜市場（2025）
  • 隔膜市場預測（中長期）
    • 隔膜需求預測（2023-2035）
    • 隔膜產能預測（2023-2035）
  • 隔膜價格趨勢
    • 隔膜價格趨勢：依類型（Q1 （2020-2025年第一季）
  • 主要隔膜製造商趨勢

第5章 電解液市場回顧與預測

  • 全球電解液市場回顧與預測
  • 電解液需求趨勢
    • 電解液需求趨勢：依電池類型（2023-2024）
    • 電解液需求趨勢：依地區（2023-2024）
    • 電解液需求趨勢：依應用（2023-2024）
    • 電解液消耗趨勢：依電池製造商
    • 電解液消耗預測
  • 電解液製造商市場佔有率
    • 電解液市場佔有率：依製造商
    • 電解液市場佔有率：依製造商（2024）
    • 電解液市場佔有率：依製造商（2025）
  • 電解液市場供應鏈管理（2024）
  • 電解液市場供應鏈管理（2025）
  • 電解液市場預測（中長期）
    • 電解液需求預測（2023-2035）
    • 電解液產能預測（2023-2035）
  • 電解液及材料價格趨勢
    • 電解液價格趨勢：依類型（2020年第一季 -2025年第一季）
    • 溶劑價格趨勢：依類型（2020年第一季 -2025年第一季）
    • 鋰鹽價格趨勢（2020年第一季 -2025年第一季）
    • 添加劑價格趨勢（2020年第一季 -2025年第一季）2025）
  • 主要電解液製造商趨勢
簡介目錄
Product Code: 255

1. Introduction

Report Overview

This report aims to analyze the lithium-ion battery (LIB) market and supply chain management (SCM) trends for each half of 2024 (H1/H2), and to comprehensively review the market trends of the four key materials-cathode, anode, electrolyte, and separator-for the first half of 2025.

Overview of Lithium-ion Batteries (LIB)

LIBs are widely used energy storage devices across various sectors such as portable electronics, electric vehicles (EVs), and energy storage systems (ESS). The key components of LIBs are cathode, anode, electrolyte, and separator. The quality and performance of these four major materials directly determine the efficiency and lifespan of the battery.

Importance of the 4 Major Materials

The cathode, anode, electrolyte, and separator each play a critical role in lithium-ion storage and movement, electrical characteristics, and safety. The performance and cost of a battery vary depending on the composition and properties of each material. Therefore, understanding market trends and supply chain conditions of these materials is essential for developing successful strategies in the LIB industry.

2. LIB Market Overview in 2024

Market Size and Growth Rate

In the first half of 2024, the LIB market grew approximately 23% YoY in terms of shipments, reaching a market size of around USD 51.5 billion based on pack value. While growth in EV demand slowed, the expansion of energy storage systems (ESS) for renewable energy emerged as a key growth driver.

Key Market Trends

Major players continued to focus on expanding production capacity and driving technological innovation, with high-voltage, high-energy-density batteries and fast-charging technologies drawing particular attention. In response to demands for cost reduction and improved price competitiveness, the adoption of cost-effective LFP batteries increased. Leading companies such as CATL also made efforts to offset LFP's weaknesses by developing alternatives like LMFP.

Additionally, rapid progress in fast-charging and high-performance battery technologies was observed, with expectations for the commercial launch of improved cost and thermal stability batteries using 4680 cells in the second half of 2025.

Status of Major LIB Manufacturers

The combined M/S of Korea's top three battery manufacturers (LG Energy Solution, Samsung SDI, SK on) in the EV/ESS sector dropped to 15.6% (207GWh) in 2024, down 8 percentage points from the previous year. In 2023, they accounted for 24% of the total 1,050GWh with a combined volume of 252GWh. The M/S decreased by 8 percentage points YoY, while total shipments fell by 17.8%.

LG Energy Solution posted a 6% decline YoY to 128GWh, ranking 3rd globally. Samsung SDI saw a 17% drop to 48GWh, falling from 4th to 7th place. SK on experienced the sharpest decline, dropping 46% YoY to 31GWh and falling to 10th place, largely due to delayed EV OEM orders.

China's CATL maintained its dominant No. 1 position with 24% YoY growth, reaching 474GWh. BYD followed with 192GWh, up 23% YoY, backed by EV sales exceeding 4 million units. EVE surged to 4th place with 80.4GWh, driven by over 50GWh in ESS shipments-a 92.8% increase. CALB rose to 5th with 64GWh (52% growth), while Guoxuan (50GWh, +61%) and Sunwoda (34GWh, +125%) ranked 6th and 9th, respectively.

Panasonic, the only Japanese company in the Top 10, recorded 42GWh in 2024, falling from 5th to 8th with a 5% YoY decline.

Changes and Outlook in the Global Market

With the implementation of the IRA in the U.S. and the Critical Raw Materials Act in Europe, the battery markets in these regions are expected to expand rapidly. In response, Korean, Chinese, and Japanese battery manufacturers are accelerating local investments, accompanied by 4 major materials suppliers either entering the market independently or through joint ventures. Direct supply contracts with global automotive OEMs are also emerging. Going forward, materials suppliers that successfully establish an early foothold in these regions are likely to play a key role in reshaping the industry's competitive landscape.

3. Report Contents

Detailed Analysis of the 2024 LIB and 4 Major Materials Markets

The first section provides an overview of the downstream LIB markets from Q1 2023 to Q1 2024, along with annual and mid-to-long-term outlooks. It includes SNE's insights into the global LIB markets by region and application-covering consumer electronics (CE), electric vehicles (xEVs), and energy storage systems (ESS)-as well as the 2025 annual forecast.

The second section offers an in-depth analysis of key LIB materials manufacturers in Korea, China, and Japan. It covers production capacities and supply volumes of major global companies, as well as detailed supply chain (SCM) structures for each material. Additionally, it examines pricing trends of major materials and raw materials from 2020 to Q1 2024, and provides market outlooks for 2024 and 2025.

The final section breaks down major material suppliers by country (Korea, China, Japan), reviewing their business history, current status, and product offerings. It also includes a comprehensive review of the Top 10 leading companies for each material.

4. Strong Points of This Report

(1) Insight into Recent Market Trends:

The report provides a comprehensive overview of global market trends and key developments in the LIB 4 major materials sector, including demand patterns and supplier performance. It offers in-depth analysis by material type, region, and application.

(2) Supplier and Demand-Side Analysis:

Detailed data is provided on supply status by major LIB material suppliers and demand by cell manufacturers. It also includes price trends and annual forecasts for each material, along with quarterly updates on leading Korean, Chinese, and Japanese producers. Readers can also review supplier rankings and product-specific standings over the past three years.

(3) SCM Overview:

Provides an overview of major LIB manufacturers' supply chains for the 4 major materials.

(4) Analysis of Material Usage Trends:

Details quarterly changes in material usage by key LIB makers from Q1 2023 to Q1 2025.

(5) 2025 Outlook and Mid-to-Long-Term Forecast Through 2035:

Based on 2023-2024 performance data, offers a 2025 market outlook and long-term forecasts through 2035 to support procurement strategies.

This report is published semiannually to provide a comprehensive understanding of the lithium-ion battery and 4 major materials markets, and is expected to serve as a key reference for future market forecasting.

Table of Contents

1. EV / LIB Market Dynamics

  • Global EV/LIB Market Review & Forecast
  • 1.1. Major LIB Companies Battery (xEV/ESS) Shipments in 2024
  • 1.2. Trend and forecast of LIB company shipments by year (Shipment)
  • 1.3. Trends in major LIB companies' utilization rates
  • 1.4. EV mid- to long-term market outlook (~2035)
  • 1.5. ESS mid- to long-term market outlook (~2035)
  • 1.6. Global Battery Supply and Demand Outlook
  • 1.7. North America/Europe Battery Supply and Demand Outlook
  • (Reference) Battery Usage vs. Shipment Volume
  • (Reference) Usage Logic of the Four Major Materials

2. Cathode Market Review & Forecast

  • 2.1. Cathode Demand Trends
    • 2.1.1. Cathode Demand Trends by Chemical type ('23 ~ '24)
    • 2.1.2. Cathode Demand Trends by Region ('23 ~ '24)
    • 2.1.3. Cathode Demand Trends by Application ('23 ~ '24)
    • 2.1.4. Cathode Consumption Trends by Cell makers
    • 2.1.5. Cathode Consumption Forecast
  • 2.2. Cathode Manufacturers Market Share
    • 2.2.1. Cathode Market Share by Manufacturers
    • 2.2.2. Cathode Market Share by Manufacturers (2024)
    • 2.2.3. Cathode Market Share by Manufacturers (2025F)
  • 2.3. Cathode Market SCM (2024) - Ternary / LFP
  • 2.3. Cathode Market SCM (2025F) - Ternary / LFP
  • 2.4. Cathode Market Forecast (Mid-to-Long term)
    • 2.4.1. Cathode Demand Forecast ('23 ~ '35) by Region / Chem.
    • 2.4.2. Cathode Production Capacity Forecast ('23 ~'35)
  • 2.5. Cathode & Materials Price Trends
    • 2.5.1. Cathode Price Trends by Type ('20.1Q ~'25.1Q)
    • 2.5.2. Cathode Precursor Price Trends by Type
    • 2.5.3. Battery Metal Price Trends by Type
  • 2.6. Major Cathode Manufacturers Trends

3. Anode Market Review & Forecast

  • Global Anode Market Review & Forecast
  • 3.1. Anode Demand Trends
    • 3.1.1. Anode Demand Trends by Chemical type ('23 ~ '24)
    • 3.1.2. Anode Demand Trends by Region ('23 ~ '24)
    • 3.1.3. Anode Demand Trends by Application ('23 ~ '24)
    • 3.1.4. Anode Consumption Trends by Cell Makers
    • 3.1.5. Anode Consumption Forecast
  • 3.2. Anode Manufacturers Market Share
    • 3.2.1. Anode Market Share by Manufacturers
    • 3.2.2. Anode Market Share by Manufacturers (2024)
    • 3.2.3. Anode Market Share by Manufacturers (2025F)
  • 3.3. Anode Market SCM (2024) - NG / AG / Si anode
  • 3.3. Anode Market SCM (2025F) - NG / AG / Si anode
  • 3.4. Anode Market Forecast (Mid-to-Long term)
    • 3.4.1. Anode Demand Forecast ('23 ~ '35) by Region / Chem
    • 3.4.2. Anode Production Capacity Forecast ('23 ~'35)
  • 3.5. Anode & Materials Price Trends
    • 3.5.1. Graphite Anode Price Trends by Type ('20.1Q ~'25.1Q)
    • 3.5.2. Anode Raw materials Price Trends by Type
  • 3.6. Major Anode Manufacturers Trends

4. Separator Market Review & Forecast

  • Global Separator Market Review & Forecast
  • 4.1Separator Demand Trends
    • 4.1.1. Separator Demand Trends by Type ('23 ~ '24)
    • 4.1.2. Separator Demand Trends by Region ('23 ~ '24)
    • 4.1.3. Separator Demand Trends by Application ('23 ~ '24)
    • 4.1.4. Separator Consumption Trends by Cell makers
    • 4.1.5. Separator Consumption Forecast
  • 4.2. Separator Manufacturers Market Share
    • 4.2.1. Separator Market Share by Manufacturers
    • 4.2.2. Separator Market Share by Manufacturers (2024)
    • 4.2.3. Separator Market Share by Manufacturers (2025F)
  • 4.3. Separator Market SCM (2024) - EV / ESS / CE
  • 4.3. Separator Market SCM (2025F) - EV / ESS / CE
  • 4.4. Separator Market Forecast (Mid-to-Long term)
    • 4.4.1. Separator Demand Forecast ('23 ~'35)
    • 4.4.2. Separator Production Capacity Forecast ('23 ~'35)
  • 4.5. Separator Price Trends
    • 4.5.1. Separator Price Trends by Type ('20.1Q ~'25.1Q)
  • 4.6. Major Separator Manufacturers Trends

5. Electrolyte Market Review & Forecast

  • Global Electrolyte Market Review & Forecast
  • 5.1. Electrolyte Demand Trends
    • 5.1.1. Electrolyte Demand Trends by Battery type ('23 ~ '24)
    • 5.1.2. Electrolyte Demand Trends by Region ('23 ~ '24)
    • 5.1.3. Electrolyte Demand Trends by Application ('23 ~ '24)
    • 5.1.4. Electrolyte Consumption Trends by Cell makers
    • 5.1.5. Electrolyte Consumption Forecast
  • 5.2. Electrolyte Manufacturers Market Share
    • 5.2.1. Electrolyte Market Share by Manufacturers
    • 5.2.2. Electrolyte Market Share by Manufacturers (2024)
    • 5.2.3. Electrolyte Market Share by Manufacturers (2025F)
  • 5.3. Electrolyte Market SCM (2024)
  • 5.3. Electrolyte Market SCM (2025F)
  • 5.4. Electrolyte Market Forecast (Mid-to-Long term)
    • 5.4.1. Electrolyte Demand Forecast ('23 ~'35)
    • 5.4.2. Electrolyte Production Capacity Forecast ('23 ~'35)
  • 5.5. Electrolyte & Materials Price Trends
    • 5.5.1. Electrolyte Price Trends by Type ('20.1Q ~'25.1Q)
    • 5.5.2. Solvents Price Trends by Type ('20.1Q ~'25.1Q)
    • 5.5.3. Lithium Salts Price Trends ('20.1Q ~'25.1Q)
    • 5.5.4. Additives Price Trends ('20.1Q ~'25.1Q)
  • 5.6. Major Electrolyte Manufacturers Trends