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市場調查報告書

商品編碼

1733410

全球LFP陰極粉末市場規模（按產品類型、應用、區域範圍和預測）

Global LFP Cathode Powder Market Size By Product Type (Portable, Stationary), By Application (Automotive, Power Generation, Industrial), By Geographic Scope And Forecast

出版日期: 2025年05月13日 | 出版商:

Verified Market Research | 英文 202 Pages | 商品交期: 2-3個工作天內

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簡介目錄

LFP正極粉市場規模及預測

2024 年 LFP 正極粉末市場規模價值 197.7 億美元，預計到 2032 年將達到 304 億美元，2026 年至 2032 年的複合年成長率為 6.10%。

磷酸鋰鐵（LFP）正極粉末（LiFePO4）是鋰離子電池的主要材料。它們以高安全性、長循環壽命和熱穩定性而著稱，使其成為各種應用的經濟選擇，尤其是電動車（EV）和能源儲存系統。

LFP 電池的標稱電壓約為 3.2 伏，以其高額定電流和耐用性而聞名，在正常條件下可進行超過 3,000 次充電循環。這使得 LFP 成為現有鋰離子化學材料的有吸引力的替代品，特別是在需要在高負載電流和長時間使用下保持穩定性能的應用中，例如電網能源儲存和備用電源系統。

LFP正極粉末的全球市場動態

影響LFP陰極粉末市場的關鍵市場動態是：

關鍵市場促進因素

電動車 (EV) 普及率的快速成長：電動車 (EV) 的廣泛普及是 LFP 陰極粉末市場的主要驅動力，因為 LFP 電池因其安全特性、延長的循環壽命和低成本而被電動車廣泛採用。根據國際能源總署 (IEA) 的報告，2021 年全球電動車銷量將達到 660 萬輛，是 2020 年的兩倍多，是 2019 年的三倍多。 IEA 還報告稱，2021 年全球汽車銷量的 10% 左右將是電動車，是 2019 年市場佔有率的四倍。電動車使用量的激增推動了對電動車電池中使用的 LFP 正極粉末的需求。

可再生能源儲存市場的擴張：可再生能源產業的擴張和對大規模能源儲存解決方案的需求正在推動對LFP電池的需求，從而推動LFP正極粉市場的發展。根據國際可再生能源機構（IRENA）預測，2020年底全球可再生能源發電裝置容量將達到2,799萬千瓦，其中太陽能發電裝置容量為127千萬瓦，風電裝置容量為111千萬瓦。根據IRENA預測，到2030年，全球電池儲能總裝置容量將從2017年的30GWh增加到420GWh以上。可再生能源和儲能能力的快速發展正在推動固定儲能系統對LFP陰極粉末的需求。

消費性電子產品需求不斷成長：家用電子電器（主要是智慧型手機、筆記型電腦和平板電腦）的需求不斷成長也是 LFP 陰極粉末市場的主要驅動力。 LFP 電池在這些裝置中的應用越來越多，因為它們安全且使用壽命長。根據國際數據公司（IDC）預測，2021年全球智慧型手機出貨量將達13.5億台，較2020年成長5.7%。根據IDC預測，2020年全球平板電腦市場出貨量為1.641億台，與前一年同期比較成長14.8%。消費性電子產品的持續成長推動了對這些設備電池中 LFP 陰極粉末的需求。

主要問題

能量密度較低：LFP 電池的能量密度低於 NMC 和 NCA 等其他鋰離子化學電池。這使得它們不適合需要高能量密度的應用，例如遠距電動車。能量密度降低是由於 LFP 的工作電壓較低（約 3.2V）。

自放電率高：LFP電池的自放電率比傳統鋰離子電池更高。這意味著不使用時電量會迅速減少。它們的高自放電率限制了它們在需要長期儲存的應用中的適用性。

高溫性能有限：LFP 電池的動作溫度範圍比其他鋰離子化學電池更窄。它們在極高溫度下性能不佳，限制了其循環壽命和安全性。這限制了它們在炎熱地區和環境中的應用。

主要趨勢

電動車需求不斷成長：電動車 (EV) 市場正在快速擴張，推動對 LFP 陰極粉末的需求。 LFP 電池因其安全性、長循環壽命和成本效益而在電動車應用中越來越受歡迎。隨著越來越多的製造商在其電動車車型中採用 LFP 技術，LFP 陰極粉末市場預計將大幅成長。

擴大能源儲存系統系統：在能源儲存系統(ESS) 中使用 LFP 陰極是一種趨勢。隨著可再生能源的使用範圍不斷擴大，LFP 電池對於電網穩定性和能源管理變得越來越重要。它們具有高安全性和長循環壽命，非常適合可再生能源儲存、尖峰負載削減和備用電源解決方案等應用，可能會進一步推動市場成長。

政府支持和獎勵：許多政府都在支持 LFP 技術的發展，特別是在能源轉型和電動車供應鏈本地化的背景下。 LFP 市場對製造商的財務獎勵包括稅收減免、津貼和補貼。政府的支持不僅會增加產能，還會刺激LFP陰極技術的創新和投資，進而形成更強勁的市場環境。

Lithium Iron Phosphate (LFP) cathode powder (LiFePO4) is a major material used in lithium-ion batteries. It is noted for its high safety, extended cycle life, and thermal stability, making it an economical alternative for a variety of applications, particularly electric vehicles (EVs) and energy storage systems.

LFP batteries have a nominal voltage of about 3.2 volts and are known for their high current rating and endurance, with over 3,000 charge cycles under ordinary conditions. This makes LFP an appealing option to existing lithium-ion chemistries, particularly in applications that require consistent performance under high load currents and extended use, such as grid energy storage and backup power systems.

Global LFP Cathode Powder Market Dynamics

The key market dynamics that are shaping the LFP cathode powder market include:

Key Market Drivers:

Rapid Growth in Electric Vehicle (EV) Adoption: The growing popularity of electric vehicles is a major driver of the LFP cathode powder market, as LFP batteries are widely employed in EVs due to their safety, extended cycle life, and low cost. The International Energy Agency (IEA) reports that global electric car sales reached 6.6 million in 2021, more than doubling from 2020 and tripling from 2019. The IEA also reports that in 2021, approximately 10% of worldwide car sales were electric, four times the market share in 2019. This spike in EV usage is driving up demand for LFP cathode powder, which is used in EV batteries.

Expanding Renewable Energy Storage Market: The expanding renewable energy industry and the necessity for large-scale energy storage solutions are driving demand for LFP batteries, which is boosting the LFP cathode powder market. According to the International Renewable Energy Agency (IRENA), the global installed capacity for renewable electricity reached 2,799 GW by the end of 2020, with solar and wind accounting for 127 GW and 111 GW of new installations, respectively. According to IRENA, by 2030, the total installed battery storage capacity will have increased from 30 GWh in 2017 to more than 420 GWh. The tremendous development in renewable energy and storage capacity is driving up demand for LFP cathode powder, which is utilized in stationary energy storage systems.

Increasing Demand for Consumer Electronics: The rising consumer electronics demand, especially for smartphones, laptops, and tablets, is another major driver of the LFP cathode powder market. LFP batteries are increasingly being employed in these gadgets due to their safety and extended life. According to the International Data Corporation (IDC), global smartphone shipments reached 1.35 billion units in 2021, up 5.7% from 2020. Also, IDC states that the global tablet market increased by 14.8% year on year in 2020, shipping a total of 164.1 million devices. The ongoing rise of consumer electronics is pushing up demand for LFP cathode powder, which is utilized in the batteries that power these devices.

Key Challenges:

Lower Energy Density: LFP batteries have a lower energy density than other lithium-ion chemistries, such as NMC and NCA. This renders them unsuitable for applications needing great energy density, such as long-distance electric cars. The reduced energy density is owing to the LFP's lower operating voltage of around 3.2 V.

Higher Self-Discharge: LFP batteries have a higher self-discharge rate than conventional lithium-ion batteries. This implies that they rapidly lose charge when not in use. The increased self-discharge limits its applicability in applications that need long-term storage.

Limited High-Temperature Performance: LFP batteries have a smaller operational temperature range than some other lithium-ion chemistries. They do not work well at extremely high temperatures, limiting their cycle life and safety. This limits its applicability in hot climes or high-temperature environments.

Key Trends:

Growing Demand for Electric Vehicles: The electric vehicle (EV) market is rapidly expanding, which is increasing demand for LFP cathode powder. LFP batteries are gaining popularity in EV applications due to their safety, high cycle life, and cost-effectiveness. As more manufacturers use LFP technology in their EV models, the LFP cathode powder market is likely to grow significantly.

Expansion in Energy Storage Systems: There is a trend toward the use of LFP cathodes in energy storage systems (ESS). With the increased use of renewable energy sources, LFP batteries are becoming increasingly important for grid stability and energy management. Their high safety profile and long cycle life make them excellent for applications such as renewable energy storage, peak load shaving, and backup power solutions, which are likely to drive further market growth.

Government Support and Incentives: Many governments are supporting the development of LFP technology, especially in terms of energy transition and localization of the electric car supply chain. Financial incentives for manufacturers in the LFP market include tax reductions, grants, and subsidies. This government support not only improves production capacity but also promotes innovation and investment in LFP cathode technology, resulting in a more robust market environment.

Global LFP Cathode Powder Market Regional Analysis

Here is a more detailed regional analysis of the LFP cathode powder market:

Asia Pacific:

According to Verified Market Research, the Asia Pacific region is estimated to dominate the LFP cathode powder market over the forecast period. The Asia Pacific region, especially China, dominates the worldwide electric vehicle market, resulting in a high demand for LFP cathode powder. According to the China Association of Automobile Manufacturers (CAAM), new energy vehicle (NEV) sales in China reached 3.52 million units in 2021, representing a 157.5% growth year on year. In 2022, this amount rose to 6.89 million units, representing a 93.4% increase. The International Energy Agency (IEA) reported that China alone accounted for 59% of global EV sales in 2022. This enormous increase in EV production and sales is a primary driver for the region's LFP cathode powder market, as many Chinese EV manufacturers prefer LFP batteries due to their low cost and safety.

Furthermore, the Asia Pacific region is experiencing rapid expansion in renewable energy adoption and energy storage solutions, which is increasing demand for LFP batteries and, as a result, LFP cathode powder. The International Renewable Energy Agency (IRENA) reports that Asia accounted for 64% of new renewable energy capacity additions globally in 2021. China alone built 121 gigawatts of renewable capacity in 2021. The energy storage market is expanding in tandem. According to Wood Mackenzie, Asia Pacific's energy storage capacity is predicted to increase from 11 GWh in 2020 to 95 GWh by 2025, with China leading the industry. This huge increase in renewable energy and storage capacity is driving up demand for LFP cathode powder in the region.

Europe:

Europe region is estimated to exhibit significant growth within the market during the forecast period. Europe's stringent environmental legislation and lofty sustainability goals are accelerating the adoption of cleaner technology, such as LFP batteries. The European Commission has set a target of reducing greenhouse gas emissions by at least 55% by 2030, relative to 1990 levels, and becoming climate-neutral by 2050. As part of this endeavor, the EU has suggested banning the sale of new gasoline and diesel vehicles by 2035. The European Environment Agency estimates that to attain the 2030 climate objective, renewable energy sources should account for 45% of gross final energy consumption. These restrictions and standards have accelerated the shift to electric vehicles and renewable energy storage, increasing demand for LFP cathode powder in the region.

Furthermore, the European region is experiencing a rapid increase in renewable energy adoption and energy storage solutions, which is increasing demand for LFP batteries. According to Eurostat, the European Union's statistical office, renewable energy accounted for 22.1% of gross final energy consumption in the EU by 2020, up from 9.6% in 2004. According to the European Association for Storage of Energy (EASE), Europe's total installed energy storage capacity is predicted to increase from 3.4 GW in 2020 to 73.6 GW by 2030. This huge increase in renewable energy and storage capacity is a major driver of the LFP cathode powder market in Europe.

North America:

North America is estimated to exhibit substantial growth within the market during the forecast period. North America is rapidly adopting electric vehicles, which is boosting demand for LFP batteries and, as a result, LFP cathode powder. According to the International Energy Agency (IEA), electric vehicle sales in the United States more than doubled between 2020 and 2021, totaling 630,000 units. According to the United States Department of Energy, there were almost 2.5 million EVs on American roads in 2021, with forecasts indicating the number may rise to 18.7 million in 2030. This huge increase in EV adoption is driving up demand for LFP cathode powder, as manufacturers increasingly prefer LFP batteries due to their cost-effectiveness and safety features.

Furthermore, the North American region is experiencing significant expansion in renewable energy usage and energy storage solutions, which is increasing demand for LFP batteries. According to the US Energy Information Administration (EIA), utility-scale battery storage capacity in the United States increased by 159% in 2020 to 1,650 MW. The EIA reports that battery storage capacity increased by 10,000 MW between 2021 and 2023, more than 20 times the capacity installed in 2019. The rapid increase of energy storage capacity, combined with increasing renewable energy installations, is a crucial driver for the LFP cathode powder market in North America.

Global LFP Cathode Powder Market: Segmentation Analysis

The LFP Cathode Powder Market is segmented based on Product Type, Application, and Geography.

LFP Cathode Powder Market, By Product Type

Portable
Stationary

Based on Product Type, the market is segmented into Portable and Stationary. The stationary segment is estimated to dominate the LFP cathode powder market due to the growing need for energy storage devices, particularly in grid stabilization and renewable energy integration. Stationary storage solutions benefit from LFP's safety, long cycle life, and cost-effectiveness, making them perfect for massive energy storage projects. As renewable energy usage increases, the stationary segment's share is likely to grow even more, strengthening its market leadership.

LFP Cathode Powder Market, By Application

Automotive
Power Generation
Industrial
Others

Based on Application, the market is segmented into Automotive, Power Generation, Industrial, and Others. The automotive segment is estimated to dominate the LFP cathode powder market, primarily driven by rising demand for electric vehicles. LFP batteries are popular in the automotive sector because of their safety, extended cycle life, and low cost, making them perfect for powering electric vehicles. As global efforts to reduce carbon emissions and promote sustainable transportation ramp up, the automotive application of LFP cathode powder is likely to continue to dominate the market, contributing considerably to overall growth.

LFP Cathode Powder Market, By Geography

North America
Europe
Asia Pacific
Rest of the World

Based on Geography, the LFP Cathode Powder Market is classified into North America, Europe, Asia Pacific, and the Rest of the World. The Asia Pacific region is estimated to dominate during the forecasted period owing to the presence of major battery manufacturers and a fast-increasing electric vehicle (EV) industry. Countries such as China and India are leading the way, with large expenditures in EV production and renewable energy storage. This region's strong industrial expansion and rising demand for energy storage systems reinforce its dominance, establishing it as a significant player in the worldwide LFP market.

Key Players

The "LFP Cathode Powder Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Targray, Pulead Technology Industry, Novarials Corporation, Johnson Matthey, Aleees, Lithium Australia, Sumitomo Osaka Cement, BASF, Guizhou Anda Energy, Formosa Lithium Iron Oxide, and Tianjin STL Energy Technology.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

LFP Cathode Powder Market Recent Developments
In July 2022, Tesla planned to use older, lower-cost lithium-iron-phosphate (LFP) cells in energy storage products and entry-level EVs, according to Elon Musk's positive comments about iron-based batteries. Elon Musk stated that the adoption of LFP-based technology in Power Wall and Mega Pack is consistent with other stationary energy storage companies that prioritize iron-based formulations.

1 INTRODUCTION OF GLOBAL LFP CATHODE POWDER MARKET

1.1 Overview of the Market
1.2 Scope of Report
1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

3.1 Data Mining
3.2 Validation
3.3 Primary Interviews
3.4 List of Data Sources

4 GLOBAL LFP CATHODE POWDER MARKET OUTLOOK

4.1 Overview
4.2 Market Dynamics
- 4.2.1 Drivers
- 4.2.2 Restraints
- 4.2.3 Opportunities
4.3 Porters Five Force Model
4.4 Value Chain Analysis

5 GLOBAL LFP CATHODE POWDER MARKET, BY PRODUCT TYPE

5.1 Overview
5.2 Nano-LiFePO4
5.3 Micron-LiFePO4

6 GLOBAL LFP CATHODE POWDER MARKET, BY APPLICATION

6.1 Overview
6.2 Automotive
6.3 Power Generation
6.4 Industrial
6.5 Others

7 GLOBAL LFP CATHODE POWDER MARKET, BY GEOGRAPHY

7.1 Overview
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
- 7.2.3 Mexico
7.3 Europe
- 7.3.1 Germany
- 7.3.2 U.K.
- 7.3.3 France
- 7.3.4 Rest of Europe
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 Japan
- 7.4.3 India
- 7.4.4 Rest of Asia Pacific
7.5 Rest of the World
- 7.5.1 Latin America
- 7.5.2 Middle East And Africa

8 GLOBAL LFP CATHODE POWDER MARKET COMPETITIVE LANDSCAPE

8.1 Overview
8.2 Company Market Ranking
8.3 Key Development Strategies

9 COMPANY PROFILES

9.1 Targray
- 9.1.1 Overview
- 9.1.2 Financial Performance
- 9.1.3 Product Outlook
- 9.1.4 Key Developments
9.2 Pulead Technology Industry
- 9.2.1 Overview
- 9.2.2 Financial Performance
- 9.2.3 Product Outlook
- 9.2.4 Key Developments
9.3 Corporation
- 9.3.1 Overview
- 9.3.2 Financial Performance
- 9.3.3 Product Outlook
- 9.3.4 Key Developments
9.4 Johnson Matthey
- 9.4.1 Overview
- 9.4.2 Financial Performance
- 9.4.3 Product Outlook
- 9.4.4 Key Developments
9.5 Aleees
- 9.5.1 Overview
- 9.5.2 Financial Performance
- 9.5.3 Product Outlook
- 9.5.4 Key Developments
9.6 Lithium Australia
- 9.6.1 Overview
- 9.6.2 Financial Performance
- 9.6.3 Product Outlook
- 9.6.4 Key Developments
9.7 Sumitomo Osaka Cement
- 9.7.1 Overview
- 9.7.2 Financial Performance
- 9.7.3 Product Outlook
- 9.7.4 Key Developments
9.8 BASF
- 9.8.1 Overview
- 9.8.2 Financial Performance
- 9.8.3 Product Outlook
- 9.8.4 Key Developments
9.9 Guizhou Anda Energy
- 9.9.1 Overview
- 9.9.2 Financial Performance
- 9.9.3 Product Outlook
- 9.9.4 Key Developments
9.10 Formosa Lithium Iron Oxide
- 9.10.1 Overview
- 9.10.2 Financial Performance
- 9.10.3 Product Outlook
- 9.10.4 Key Developments
9.11 Novarials Corporation
- 9.11.1 Overview
- 9.11.2 Financial Performance
- 9.11.3 Product Outlook
- 9.11.4 Key Developments
9.12 Tianjin STL Energy Technology
- 9.12.1 Overview
- 9.12.2 Financial Performance
- 9.12.3 Product Outlook
- 9.12.4 Key Developments