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1812264

正極材料市場－全球產業規模、佔有率、趨勢、機會及預測，依電池類型、應用、區域及競爭狀況細分，2020-2030 年預測

Cathode Materials Market - Global Industry Size, Share, Trends, Opportunity & Forecast, Segmented By Battery Type, By Application, By Region & Competition, 2020-2030F
出版日期: | 出版商: TechSci Research | 英文 182 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2024年，正極材料市場規模為315.5億美元，預計到2030年將達到631.2億美元，複合年成長率為12.25%。全球正極材料市場正在快速擴張，這得益於電動車（EV）、消費性電子產品、電網級儲能系統（ESS）和工業設備等高成長領域對先進可充電電池的需求急劇成長。作為鋰離子電池和新興電池技術的關鍵性能決定性零件，正極材料在定義電池能量密度、熱穩定性、生命週期和效率指標方面發揮決定性作用。

市場概況
預測期 2026-2030
2024年市場規模 315.5億美元
2030年市場規模 631.2億美元
2025-2030年複合年成長率 12.25%
成長最快的領域 鉛酸電池
最大的市場 北美洲

隨著全球電氣化和脫碳化進程的加速，正極材料已成為電池供應鏈策略採購和創新的重中之重。從汽車原始設備製造商 (OEM) 和電池製造商到原料加工商，各行業利益相關者都在有針對性地投資下一代正極化學技術、本地化生產中心和上游整合，旨在改善成本結構、最大限度地降低地緣政治風險，並滿足差異化應用的性能目標。

電動車產能的擴大、再生能源電網中固定式儲能的廣泛部署，以及無鈷和高鎳配方的技術進步，將有助於市場持續成長。隨著電池平台日益面向特定應用和性能，正極材料將成為保持競爭差異化、確保供應鏈安全以及實現跨多個垂直領域永續能源轉型的關鍵槓桿。

關鍵市場促進因素

汽車產業的快速電氣化

主要市場挑戰

供應鏈約束和原料依賴

這些因素共同造成了不確定性，增加了製造成本，並阻礙了潛在的投資，從而減緩了市場擴張的步伐。

主要市場趨勢

轉向高鎳和無鈷陰極化學

這種材料的演變正在重新定義陰極生產標準，促使對合成技術、原料採購策略和電池結構設計的新投資。

目錄

第 1 章：產品概述

第2章：研究方法

第3章：執行摘要

第4章：新冠疫情對全球正極材料市場的影響

第5章：正極材料市場展望

  • 市場規模和預測
    • 按價值和數量
  • 市場佔有率和預測
    • 依電池類型（鋰離子、鉛酸、其他）
    • 按應用（汽車、消費性電子、電動工具、儲能、其他）
    • 按地區
    • 按公司分類（2024 年）
  • 市場地圖

第6章：北美正極材料市場展望

  • 市場規模和預測
  • 市場佔有率和預測
  • 北美：國家分析
    • 美國
    • 加拿大
    • 墨西哥

第7章：歐洲正極材料市場展望

  • 市場規模和預測
  • 市場佔有率和預測
  • 歐洲：國家分析
    • 德國
    • 英國
    • 義大利
    • 法國
    • 西班牙

第8章：亞太正極材料市場展望

  • 市場規模和預測
  • 市場佔有率和預測
  • 亞太地區：國家分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章：南美洲正極材料市場展望

  • 市場規模和預測
  • 市場佔有率和預測
  • 南美洲：國家分析
    • 巴西
    • 阿根廷
    • 哥倫比亞

第10章：中東和非洲正極材料市場展望

  • 市場規模和預測
  • 市場佔有率和預測
  • MEA：國家分析
    • 南非
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國

第 11 章：市場動態

  • 驅動程式
  • 挑戰

第 12 章：市場趨勢與發展

  • 最新動態
  • 產品發布
  • 併購

第 13 章：全球正極材料市場：SWOT 分析

第 14 章：競爭格局

  • BASF SE
  • Targray Technology International Inc
  • L&F Co., Ltd
  • Johnson Matthey
  • Sumitomo Metal Mining Co., Ltd
  • Umicore
  • LG Chem, Ltd
  • EcoPro BM
  • Nichia Corporation
  • Toda Kogyo Corp

第 15 章：策略建議

第16章調查會社について,免責事項

簡介目錄
Product Code: 15060

The Cathode Materials market was valued at USD 31.55 Billion in 2024 and is expected to reach USD 63.12 Billion by 2030 with a CAGR of 12.25%. The global cathode materials market is undergoing rapid expansion, fueled by the sharp rise in demand for advanced rechargeable batteries across high-growth sectors such as electric vehicles (EVs), consumer electronics, grid-level energy storage systems (ESS), and industrial equipment. As the critical performance-determining component of lithium-ion and emerging battery technologies, cathode materials play a decisive role in defining battery energy density, thermal stability, lifecycle, and efficiency metrics.

Market Overview
Forecast Period2026-2030
Market Size 2024USD 31.55 Billion
Market Size 2030USD 63.12 Billion
CAGR 2025-203012.25%
Fastest Growing SegmentLead-acid
Largest MarketNorth America

With the accelerated global push toward electrification and decarbonization, cathode materials have moved to the forefront of strategic procurement and innovation within the battery supply chain. Industry stakeholders ranging from automotive OEMs and battery manufacturers to raw material processors are making targeted investments in next-generation cathode chemistries, localized production hubs, and upstream integration, aimed at improving cost structures, minimizing geopolitical risks, and meeting performance targets for differentiated applications.

The market is positioned for sustained growth, anchored by the scaling of EV manufacturing capacity, wider deployment of stationary storage in renewable energy grids, and technological advancements in cobalt-free and high-nickel formulations. As battery platforms become increasingly application-specific and performance-driven, cathode materials will serve as a critical lever for maintaining competitive differentiation, ensuring supply chain security, and enabling sustainable energy transitions across multiple verticals.

Key Market Drivers

Rapid Electrification of the Automotive Industry

The rapid electrification of the automotive industry is one of the most significant forces driving the growth of the global cathode materials market. As the global transportation sector undergoes a transformative shift from internal combustion engine (ICE) vehicles to electric vehicles (EVs), demand for high-performance batteries particularly lithium-ion batteries has surged. At the heart of these batteries lies the cathode material, which plays a critical role in determining a battery's capacity, energy density, lifespan, and safety. Electric vehicle (EV) adoption surged in 2023, with EVs accounting for nearly 20% of all new car sales globally. During the year, more than 14 million new electric cars were registered, pushing the total global EV fleet to over 40 million units. The exponential growth in EV sales driven by consumer demand, environmental concerns, and government mandates is directly translating into higher consumption of lithium-ion batteries. EVs such as battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hybrid electric vehicles (HEVs) rely heavily on cathode materials such as nickel cobalt manganese (NCM), nickel cobalt aluminum (NCA), and lithium iron phosphate (LFP). The push to deliver longer driving ranges and faster charging times requires cathodes with higher energy densities and enhanced thermal stability, thereby driving innovation and volume demand for advanced cathode chemistries. Global automotive giants are investing extensively in battery gigafactories, EV platforms, and vertical integration of battery supply chains. Companies such as Tesla, Volkswagen, Ford, BYD, and General Motors are not only ramping up EV production but also forming partnerships and joint ventures with cathode material suppliers to secure long-term supply. This vertical integration model ensures a steady and scalable demand pipeline for cathode materials as automakers seek to control quality, cost, and supply chain risk.

Governments across the world are introducing stringent emissions regulations and setting deadlines to ban new ICE vehicle sales accelerating the shift to electric mobility. Policies such as the European Green Deal, China's New Energy Vehicle (NEV) program, and the U.S. Inflation Reduction Act provide tax credits, purchase subsidies, and R&D funding for EVs and battery technologies. These initiatives significantly boost battery production, increasing consumption of cathode materials, especially those aligned with energy efficiency and safety standards. Consumer preferences are shifting toward EVs that offer higher driving range, faster charging, and better performance. To meet these expectations, battery makers are optimizing cathode chemistries with higher nickel content (such as NCM 811 and NCA) for improved energy density and lower cobalt content for cost efficiency. As a result, the demand for specific cathode materials especially those with high nickel and low cobalt compositions has seen a notable rise.

Key Market Challenges

Supply Chain Constraints and Raw Material Dependency

One of the most significant barriers to market growth is the limited availability and uneven geographic distribution of key raw materials used in cathode production, such as lithium, cobalt, nickel, and manganese.

Cobalt mining is heavily concentrated in the Democratic Republic of the Congo (DRC), while lithium and nickel supplies are dominated by a handful of countries like Chile, Australia, Indonesia, and China. This concentration creates geopolitical risk and market vulnerability to export restrictions, political instability, or labor issues. Prices of these critical minerals are highly volatile due to supply-demand imbalances and speculation, making it difficult for battery and cathode manufacturers to maintain cost stability and forecast long-term production costs. The lack of sufficient refining and processing infrastructure particularly outside of Asia has led to bottlenecks, delaying the delivery of high-purity materials required for advanced cathode formulations.

These factors collectively create uncertainty, increase manufacturing costs, and discourage potential investments, thereby slowing the pace of market expansion.

Key Market Trends

Shift Toward High-Nickel and Cobalt-Free Cathode Chemistries

One of the most prominent trends in the cathode materials market is the transition toward high-nickel and cobalt-free formulations to achieve higher energy density, reduce reliance on costly and ethically sensitive materials, and improve overall battery performance.

These offer higher energy density and longer driving range, which are critical for next-generation electric vehicles (EVs). Battery manufacturers are increasingly adopting these cathode types to meet evolving performance benchmarks in automotive and grid storage applications. Companies are investing in R&D to eliminate cobalt entirely due to its supply risks and ethical concerns. Cobalt-free cathodes are being explored for both cost efficiency and enhanced safety. Manufacturers are developing application-specific cathode materials for instance, LFP for budget EVs and energy storage, and high-Ni NCM/NCA for premium vehicles and aerospace.

This material evolution is redefining cathode production standards, prompting new investment in synthesis technologies, raw material procurement strategies, and cell architecture design.

Key Market Players

  • BASF SE
  • Targray Technology International Inc
  • L&F Co., Ltd
  • Johnson Matthey
  • Sumitomo Metal Mining Co., Ltd
  • Umicore
  • LG Chem, Ltd
  • EcoPro BM
  • Nichia Corporation
  • Toda Kogyo Corp

Report Scope:

In this report, the Global Cathode Materials Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Cathode Materials Market, By Battery Type:

  • Lithium-Ion
  • Lead-Acid
  • Other

Cathode Materials Market, By Application:

  • Pharmaceuticals
  • Nutraceuticals
  • Herbal Based Industries
  • Others

Cathode Materials Market, By Region:

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia-Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Cathode Materials Market.

Available Customizations:

Global Cathode Materials market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Impact of COVID 19 on Global Cathode Material Market

5. Cathode Materials Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value & Volume
  • 5.2. Market Share & Forecast
    • 5.2.1. By Battery Type (Lithium-Ion, Lead-Acid, Other)
    • 5.2.2. By Application (Automotive, Consumer Electronics, Power Tools, Energy Storage, Other)
    • 5.2.3. By Region
    • 5.2.4. By Company (2024)
  • 5.3. Market Map

6. North America Cathode Materials Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value & Volume
  • 6.2. Market Share & Forecast
    • 6.2.1. By Battery Type
    • 6.2.2. By Application
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Cathode Materials Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value & Volume
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Battery Type
        • 6.3.1.2.2. By Application
    • 6.3.2. Canada Cathode Materials Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value & Volume
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Battery Type
        • 6.3.2.2.2. By Application
    • 6.3.3. Mexico Cathode Materials Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value & Volume
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Battery Type
        • 6.3.3.2.2. By Application

7. Europe Cathode Materials Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value & Volume
  • 7.2. Market Share & Forecast
    • 7.2.1. By Battery Type
    • 7.2.2. By Application
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Cathode Materials Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value & Volume
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Battery Type
        • 7.3.1.2.2. By Application
    • 7.3.2. United Kingdom Cathode Materials Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value & Volume
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Battery Type
        • 7.3.2.2.2. By Application
    • 7.3.3. Italy Cathode Materials Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value & Volume
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Battery Type
        • 7.3.3.2.2. By Application
    • 7.3.4. France Cathode Materials Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value & Volume
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Battery Type
        • 7.3.4.2.2. By Application
    • 7.3.5. Spain Cathode Materials Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value & Volume
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Battery Type
        • 7.3.5.2.2. By Application

8. Asia-Pacific Cathode Materials Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value & Volume
  • 8.2. Market Share & Forecast
    • 8.2.1. By Battery Type
    • 8.2.2. By Application
    • 8.2.3. By Country
  • 8.3. Asia-Pacific: Country Analysis
    • 8.3.1. China Cathode Materials Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value & Volume
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Battery Type
        • 8.3.1.2.2. By Application
    • 8.3.2. India Cathode Materials Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value & Volume
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Battery Type
        • 8.3.2.2.2. By Application
    • 8.3.3. Japan Cathode Materials Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value & Volume
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Battery Type
        • 8.3.3.2.2. By Application
    • 8.3.4. South Korea Cathode Materials Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value & Volume
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Battery Type
        • 8.3.4.2.2. By Application
    • 8.3.5. Australia Cathode Materials Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value & Volume
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Battery Type
        • 8.3.5.2.2. By Application

9. South America Cathode Materials Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value & Volume
  • 9.2. Market Share & Forecast
    • 9.2.1. By Battery Type
    • 9.2.2. By Application
    • 9.2.3. By Country
  • 9.3. South America: Country Analysis
    • 9.3.1. Brazil Cathode Materials Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value & Volume
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Battery Type
        • 9.3.1.2.2. By Application
    • 9.3.2. Argentina Cathode Materials Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value & Volume
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Battery Type
        • 9.3.2.2.2. By Application
    • 9.3.3. Colombia Cathode Materials Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value & Volume
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Battery Type
        • 9.3.3.2.2. By Application

10. Middle East and Africa Cathode Materials Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value & Volume
  • 10.2. Market Share & Forecast
    • 10.2.1. By Battery Type
    • 10.2.2. By Application
    • 10.2.3. By Country
  • 10.3. MEA: Country Analysis
    • 10.3.1. South Africa Cathode Materials Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value & Volume
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Battery Type
        • 10.3.1.2.2. By Application
    • 10.3.2. Saudi Arabia Cathode Materials Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value & Volume
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Battery Type
        • 10.3.2.2.2. By Application
    • 10.3.3. UAE Cathode Materials Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value & Volume
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Battery Type
        • 10.3.3.2.2. By Application

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Recent Developments
  • 12.2. Product Launches
  • 12.3. Mergers & Acquisitions

13. Global Cathode Materials Market: SWOT Analysis

14. Competitive Landscape

  • 14.1. BASF SE
    • 14.1.1. Business Overview
    • 14.1.2. Product & Service Offerings
    • 14.1.3. Recent Developments
    • 14.1.4. Financials (If Listed)
    • 14.1.5. Key Personnel
    • 14.1.6. SWOT Analysis
  • 14.2. Targray Technology International Inc
  • 14.3. L&F Co., Ltd
  • 14.4. Johnson Matthey
  • 14.5. Sumitomo Metal Mining Co., Ltd
  • 14.6. Umicore
  • 14.7. LG Chem, Ltd
  • 14.8. EcoPro BM
  • 14.9. Nichia Corporation
  • 14.10.Toda Kogyo Corp

15. Strategic Recommendations

16. About Us & Disclaimer