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市場調查報告書

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1512657

全球電池隔膜市場 - 2024-2031

Global Battery Separator Market - 2024-2031

出版日期: 2024年07月10日 | 出版商:

DataM Intelligence | 英文 224 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

概述

全球電池隔膜市場在 2023 年達到 106 億美元，預計到 2031 年將達到 381 億美元，2024-2031 年預測期間複合年成長率為 17.4%。

在全球範圍內，用於電網穩定和再生能源整合的儲能系統（ESS）的使用正在不斷成長。為了在這些系統中提供有效的能量傳輸和存儲，電池隔膜是至關重要的部分。公用事業公司和政府正在資助大型儲能項目，以推廣風能和太陽能等再生能源。

由於電動車的日益普及，全球電池隔膜市場預計將大幅成長。由於電動車依賴創新的電池技術，因此需要高性能隔膜來確保使用壽命、安全性和效率。隨著政府實施更高的污染法規以及消費者想要更清潔的交通方式，對電動車 (EV) 的需求正在上升。

亞太地區是全球電池隔膜市場的成長地區之一，佔超過1/3的市場。日本、中國和印度的鋰離子電池隔膜生產設施不斷增加。例如，2021年，領先的鋰離子電池隔膜製造商旭化成計劃擴大其日本宮崎工廠的Hipore鋰離子電池隔膜產能。該公司一直積極致力於發展其鋰離子電池分離器業務，並在日本擁有濕式生產設施。

動力學

電動車中電池分離器的使用量不斷增加，電動車 (EV) 的需求不斷成長

全球電池隔膜市場的主要推動力是電動車使用量的不斷增加。為了讓電動車電池提供最佳的性能、使用壽命和安全性，隔膜需要堅固且持久。只要政府和消費者繼續高度重視永續性和低碳排放，電動車市場就會持續成長。

這種趨勢的直接結果是對創新電池技術的需求不斷成長，例如具有更好熱穩定性、更高能量密度和更長循環壽命的隔膜。為了滿足電動車應用的嚴格要求，製造商正在大力投資開發下一代分離器。除了推動市場擴張之外，這種需求還推動了隔膜材料和生產技術的技術突破和創新。

例如，本田汽車於 2024 年啟動了一項 150 億加元（110 億美元）的投資計劃，在安大略省新建電動車和電池生產工廠，這是其在加拿大有史以來最大的承諾。該舉措是與加拿大總理賈斯汀·杜魯多共同宣布的，突顯了本田對北美電動車需求不斷成長的回應。與日本同行一樣，本田進入電動車市場相對較晚，現在正在加強與充滿活力的中國競爭對手進行更有效的競爭。這項發展將推動全球電池隔膜市場的成長。

電池材料與電池技術的技術發展

電池技術和材料的發展是推動全球電池隔膜市場的關鍵因素。這些發展不斷提高各行業使用的電池的效率、功能和安全性。陰極、陽極和電解質材料科學的進步帶來了更高的能量密度和更長的電池壽命。

這些資料要求開發複雜的電池隔膜，以支援理想的離子傳輸和溫度控制。更好的材料還支援電池的安全性和可靠性，這對於電動車 (EV) 和電網規模儲能系統等具有嚴格安全法規的用途非常重要。

例如，24M 在 2024 年推出了新型電池隔離膜 24M Impervio，旨在提高電動車、儲能系統和消費應用中使用的鋰離子和鋰金屬電池的安全性。該技術旨在防止金屬枝晶形成和電極錯位等問題，這些問題可能導致火災和召回。

嚴格的監管要求

電池隔膜材料受到全球監管體系的嚴格監管。性能要求、安全性和環境通常是這些規則的主要主題。例如，規則可能要求一定程度的機械強度、耐化學性和熱穩定性。遵守這些限制會增加生產成本和生產新產品所需的時間。

為了遵守這些不斷變化的法規，企業必須在研發上投入資金，這可能會阻礙創新和市場進入。此外，對於在全球營運的公司來說，不同地區監管標準的差異增加了複雜性。此限制要求不斷調整和投資於合規舉措，從而影響市場的靈活性和獲利能力。

原物料價格波動

電池的低耐熱性和操作安全性以及其他安全問題正在阻礙該行業的發展。生產電池隔膜產品和解決方案所需原料的供需不平衡和變化進一步阻礙了市場。

生產商還必須處理一些問題，例如確保用於製造電池隔膜的材料具有一致的品質。這是一個額外的市場限制。此外，廢棄電池運輸和儲存的問題阻礙了市場的擴張。在預測期內，與鉛酸、鎳氫和鈉硫等其他電池類型相比，鋰離子電池市場的擴張預計將因其高成本而受到阻礙。

Globally, the use of energy storage systems (ESS) for grid stabilization and integration of renewable energy is growing. To provide effective energy transfer and storage in these systems, battery separators are crucial parts. Huge energy storage projects are being funded by utilities and governments to promote renewable energy sources like wind and solar energy.

The global market for battery separators is expected to increase at a significant rate due to the growing popularity of electric cars. Since EVs depend on innovative battery technology, high-performance separators are necessary to guarantee longevity, safety, and efficiency. The demand for electric vehicles (EVs) is rising as governments impose higher pollution laws and consumers want cleaner modes of transportation.

Asia-Pacific is among the growing regions in the global battery separator market covering more than 1/3rd of the market. Growing production facilities for Lithium-Ion battery separators in Japan, China, and India. For Instance, in 2021, Leading LIB separator manufacturer Asahi Kasei planned to expand the Hipore Lithium-Ion battery separator production capacity at its Miyazaki, Japan, facility. The firm has been aggressively concentrating on growing its LIB separator business, with wet-process production facilities in Japan.

Dynamics

Rising Usage of Battery Separators in Electric Vehicles and Growing Demand for Electric Vehicles (EVs)

The global market for battery separators is being driven mostly by the rising use of electric cars. For EV batteries to provide maximum performance, lifespan, and safety, separators need to be strong and long-lasting. The market for EVs is still growing as long as governments and consumers continue to place a high priority on sustainability and lower carbon emissions.

The growing demand for innovative battery technology, such as separators with better thermal stability, increased energy density, and longer cycle life, is a direct result of this trend. To satisfy the demanding requirements of electric vehicle applications, manufacturers are making significant investments in the development of next-generation separators. The need propels technical breakthroughs and innovation in separator materials and production techniques, in addition to driving market expansion.

For Instance, in 2024, Honda Motor launched a C$15 billion ($11 billion) investment plan for new EV and battery production plants in Ontario, its largest-ever commitment in Canada. The initiative, announced alongside Canadian Prime Minister Justin Trudeau, underscores Honda's response to rising North American demand for EVs. Like its Japanese counterparts, Honda, which entered the EV market relatively late, is now ramping up efforts to compete more effectively against dynamic Chinese rivals. The development is set to drive growth in the global battery separator market.

Technological Development in Battery Materials and Battery Technology

The development of battery technology and materials is a key factor propelling the global market for battery separators. The efficiency, functionality, and safety of batteries used in various industries are constantly being improved by these developments. Higher energy densities and longer battery life result from advancements in cathode, anode, and electrolyte material science.

The data demands the development of sophisticated battery separators that can support ideal ion transport and temperature control. Better materials also support battery safety and dependability, which is important for uses with strict safety regulations, such as electric vehicles (EVs) and grid-scale energy storage systems.

For Instance, in 2024, 24M unveiled a new battery separator, 24M Impervio, designed to enhance safety in lithium-ion and lithium-metal batteries used in EVs, energy storage systems, and consumer applications. The technology aims to prevent issues such as metallic dendrite formation and electrode misalignments, which can lead to fires and recalls.

Stringent Regulatory Requirements

Battery separator materials are subject to strict regulations imposed by regulatory systems globally. Performance requirements, safety, and the environment are frequently the main topics of these rules. For example, rules can require a certain degree of mechanical strength, chemical resistance, and thermal stability. The cost of production and the time needed to produce new items are increased by adhering to these restrictions.

To comply with these changing regulations, businesses must spend money on research and development, which might impede innovation and market entrance. Moreover, for firms that operate globally, differences in regulatory standards across different areas add to the complexity. The restriction affects the market's flexibility and profitability by requiring constant adaptation and investment in compliance initiatives.

Volatile Prices of Raw Materials

The low heat resistance and operating safety of batteries, along with other security concerns, are impeding the growth of this industry. The market is further hampered by the imbalances and variations in the supply and demand of the raw materials needed to produce these goods and solutions for the battery separator.

The producers also have to deal with issues like ensuring that the materials used to make battery separators are of consistent quality. The is an additional market constraint. Furthermore, the problems with used battery transportation and storage impede market expansion. During the projected period, the expansion of the lithium-ion battery market is anticipated to be hindered by its high cost when compared to other battery types like lead-acid, nickel-metal-hydride, and sodium-sulfur.

Segment Analysis

The global battery separator market is segmented based on material, thickness, layer, battery type, technology, application, and region.

Increasing Demand for Lithium-Ion Battery Separators for Electric Vehicles Application

The automotive segment is among the growing regions in the global battery separator market covering more than 1/3rd of the market. The rising adoption of electric vehicles (EVs) is a primary catalyst fueling the growth of the global battery separator market, which is mostly driven by the rise of lithium-ion (Lithium-Ion) batteries. The demand for electric vehicles (EVs) has increased as governments throughout the world impose stricter pollution laws and encourage greener mobility.

For Instance, in 2024, Asahi Kasei planned to build an integrated plant in Ontario, Canada, for manufacturing and coating Hipore wet-process lithium-ion battery separators. It has a basic agreement with Honda Motor Co., Ltd. for potential joint investments. The Development Bank of Japan Inc. (DBJ) will fund Asahi Kasei Battery Separator Corp.2, set to launch in October 2024, through preferred shares. Additional financial support is anticipated from both the federal and provincial governments of Canada.

Geographical Penetration

Increasing Usage of Battery Separators in the Electronics Industry and Growing Investments in Asia-Pacific

Asia-Pacific has been a dominant force in the global Battery Separator Market. The market for battery separators is expected to be impacted by the rising demand for various electronic gadgets as well as technical developments. Moreover, the industry is growing as a result of the rising output of consumer electronics in emerging nations like China, Japan, South Korea, India, and others. The market is growing because of the significant concentration of EV and consumer electronics manufacturers.

For Instance, in 2022, Hollingsworth & Vose (H&V) is making a strategic investment in its Mysuru plant in India, aimed at doubling its manufacturing capacity for battery separators to cater to both South Asian and global markets. The expansion will significantly increase H&V's ability to serve the international market, presenting an exciting opportunity to enhance its local presence in India. The growth initiative aligns with H&V's commitment to supporting the global shift towards clean and sustainable energy storage solutions.

The Asia-Pacific market is expected to have continuous potential due to the rise of the automotive sector. With the increasing investment in research and development in the sector, countries like China, Japan, and India are predicted to expand at a significant rate. Additionally, the market is being driven by the growing use of lithium-ion batteries, particularly in the automobile industry.

For Instance, in 2023, INV New Material Technology (M) Sdn Bhd, a subsidiary of China's Shenzhen Senior Technology Material Co Ltd, launched its first plant in Malaysia with an RM3.2 billion investment. As a leading company in the global lithium battery separator industry, this new facility in Penang Technology Park will produce 1.3 billion square meters of wet-process and coated separators annually. It is the first such facility in Southeast Asia, as highlighted by the Malaysian Investment Development Authority (MIDA) and INV.

COVID-19 Impact Analysis

The global market for battery separators was greatly affected by the COVID-19 pandemic, mainly because of supply chain interruptions and a decline in demand in some industries. Due to the global lockdowns and limitations, the automobile and energy storage industries which are big users of batteries and, by extension, battery separators had production halts and limited operations.

Additionally, Significant delays and shortages were brought on by the decline in industrial activity and disruptions in the flow of raw materials and completed items, which had an impact on the expansion of the market as a whole. In addition to these difficulties, it is anticipated that the market for battery separators will return and expand in the post-pandemic era due to rising demand for EVs and renewable energy storage options.

The popularity of electric vehicles (EVs) has increased due to the transition towards cleaner energy sources and the increased focus on lowering greenhouse gas emissions. It has also increased the demand for lithium-ion batteries. The battery separator market is expected to increase significantly in the upcoming years as nations adopt laws and efforts that favor electric transportation.

Furthermore, the pandemic has shown how crucial technical developments and corporate resilience are. Businesses in the battery separator industry are putting more of an emphasis on strategic planning and innovation to take advantage of new possibilities and manage uncertainty. It is anticipated that increased manufacturing efficiency and the creation of battery separators with higher efficiency would boost market competitiveness.

Russia-Ukraine War Impact Analysis

The ongoing war between Russia and Ukraine has had a substantial impact on supply chains, manufacturing prices, and market dynamics in the battery separator industry globally. The main effect is supply chain disruption, especially for raw materials needed to produce battery separators.

The conflict has resulted in shortages of supplies, higher costs, and logistical difficulties. Russia and Ukraine are important suppliers of several resources. Increased production costs and supply chain delays have resulted from this disturbance in the availability of polypropylene and polyethylene, which are essential for the production of battery separators.

Furthermore, a climate of uncertainty influenced by geopolitical unrest has an impact on market expansion and investment choices. Concerns over energy security have increased as a result of the conflict, leading nations to hasten the use of electric vehicles (EVs) and renewable energy sources in their long-term energy plans.

It has increased demand for battery separators, especially in the EV industry, as countries look to become more energy-independent and less dependent on fossil fuels. Despite the short-term difficulties brought on by the conflict, innovation and development in the battery separator market are anticipated due to the rising focus on sustainable energy solutions.

By Material

Polyethylene (PE)
Polypropylene (PP)
Absorber Glass Mat (AGM)
Others

By Thickness

Below 20 micrometers (µm)
20 µm to 50 µm
50 µm to 100 µm
Above 100 µm

By Layer

Single-Layer
Multilayer
Microporous
Others

By Battery Type

Lithium-Ion
Lead Acid
Others

By Technology

By Application

Industrial
Electronics
Automotive
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

On April 25, 2024, Honda Motor launched a C$15 billion ($11 billion) investment plan for new EV and battery production plants in Ontario, its largest-ever commitment in Canada. The initiative, announced alongside Canadian Prime Minister Justin Trudeau, underscores Honda's response to rising North American demand for EVs. Like its Japanese counterparts, Honda, which entered the EV market relatively late, is now ramping up efforts to compete more effectively against dynamic Chinese rivals. The development is set to drive growth in the global battery separator market.
On December 01, 2023, INV New Material Technology (M) Sdn Bhd, a subsidiary of China's Shenzhen Senior Technology Material Co Ltd, launched its first plant in Malaysia with an RM3.2 billion investment. As a leading company in the global lithium battery separator industry, this new facility in Penang Technology Park will produce 1.3 billion square meters of wet-process and coated separators annually. It is the first such facility in Southeast Asia, as highlighted by the Malaysian Investment Development Authority (MIDA) and INV.
On March 15, 2022, Hollingsworth & Vose (H&V) is making a strategic investment in its Mysuru plant in India, aimed at doubling its manufacturing capacity for battery separators to cater to both South Asian and global markets. The expansion will significantly increase H&V's ability to serve the international market, presenting an exciting opportunity to enhance its local presence in India. The growth initiative aligns with H&V's commitment to supporting the global shift towards clean and sustainable energy storage solutions.

Competitive Landscape

The major global players in the market include Asahi Kasei, Toray Industry, Freudenberg, SK Innovation, Entek International, Sumitomo Chemical, Ube Industries, Bernard Dumas, Dreamweaver International, and W-Scope Industries.

Why Purchase the Report?

To visualize the global battery separator market segmentation based on material, thickness, layer, battery type, technology, application, and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of battery separator market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The global battery separator market report would provide approximately 86 tables, 85 figures, and 224 Pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Material
3.2. Snippet by Thickness
3.3. Snippet by Layer
3.4. Snippet by Battery Type
3.5. Snippet by Technology
3.6. Snippet by Application
3.7. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rising Usage of Battery Separators in Electric Vehicles and Growing Demand for Electric Vehicles (EVs)
  - 4.1.1.2. Technological Development in Battery Materials and Battery Technology
- 4.1.2. Restraints
  - 4.1.2.1. Stringent Regulatory Requirements
  - 4.1.2.2. Volatile Prices of Raw Materials
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID-19
- 6.1.2. Scenario During COVID-19
- 6.1.3. Scenario Post COVID-19
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Material

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 7.1.2. Market Attractiveness Index, By Material
7.2. Polyethylene (PE)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Polypropylene (PP)
7.4. Absorber Glass Mat (AGM)
7.5. Others

8. By Thickness

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Thickness
- 8.1.2. Market Attractiveness Index, By Thickness
8.2. Below 20 micrometers (µm)*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. 20 µm to 50 µm
8.4. 50 µm to 100 µm
8.5. Above 100 µm

9. By Layer

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Layer
- 9.1.2. Market Attractiveness Index, By Layer
9.2. Single-Layer*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Multilayer
9.4. Microporous
9.5. Others

10. By Battery Type

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 10.1.2. Market Attractiveness Index, By Battery Type
10.2. Lithium-ion*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Lead-Acid
10.4. Others

11. By Technology

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 11.1.2. Market Attractiveness Index, By Technology
11.2. Dry*
- 11.2.1. Introduction
- 11.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
11.3. Wet

12. By Application

12.1. Introduction
- 12.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.1.2. Market Attractiveness Index, By Application
12.2. Industrial*
- 12.2.1. Introduction
- 12.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
12.3. Electronics
12.4. Automotive
12.5. Others

13. By Region

13.1. Introduction
- 13.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 13.1.2. Market Attractiveness Index, By Region
13.2. North America
- 13.2.1. Introduction
- 13.2.2. Key Region-Specific Dynamics
- 13.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.2.6.1. The U.S.
  - 13.2.6.2. Canada
  - 13.2.6.3. Mexico
13.3. Europe
- 13.3.1. Introduction
- 13.3.2. Key Region-Specific Dynamics
- 13.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.3.6.1. Germany
  - 13.3.6.2. UK
  - 13.3.6.3. France
  - 13.3.6.4. Russia
  - 13.3.6.5. Spain
  - 13.3.6.6. Rest of Europe
13.4. South America
- 13.4.1. Introduction
- 13.4.2. Key Region-Specific Dynamics
- 13.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.4.6.1. Brazil
  - 13.4.6.2. Argentina
  - 13.4.6.3. Rest of South America
13.5. Asia-Pacific
- 13.5.1. Introduction
- 13.5.2. Key Region-Specific Dynamics
- 13.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.5.6.1. China
  - 13.5.6.2. India
  - 13.5.6.3. Japan
  - 13.5.6.4. Australia
  - 13.5.6.5. Rest of Asia-Pacific
13.6. Middle East and Africa
- 13.6.1. Introduction
- 13.6.2. Key Region-Specific Dynamics
- 13.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

14. Competitive Landscape

14.1. Competitive Scenario
14.2. Market Positioning/Share Analysis
14.3. Mergers and Acquisitions Analysis

15. Company Profiles

15.1. Asahi Kasei*
- 15.1.1. Company Overview
- 15.1.2. Product Portfolio and Description
- 15.1.3. Financial Overview
- 15.1.4. Key Developments
15.2. Toray Industry
15.3. Freudenberg
15.4. SK Innovation
15.5. Entek International
15.6. Sumitomo Chemical
15.7. Ube Industries
15.8. Bernard Dumas
15.9. Dreamweaver International
15.10. W-Scope Industries

LIST NOT EXHAUSTIVE