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電池

市場調查報告書

商品編碼

1666197

全球新一代先進電池市場 - 2025 至 2032 年

Global Next Generation Advanced Batteries Market - 2025-2032

出版日期: 2025年02月24日 | 出版商:

DataM Intelligence | 英文 202 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

2024 年全球新一代先進電池市場規模達到 19.5 億美元，預計到 2032 年將達到 34.1 億美元，在 2025-2032 年預測期內的複合年成長率為 7.24%。

隨著製造商從傳統鋰離子技術轉向更具創新性的替代技術，下一代先進電池產業正經歷一場重要的革命。這項進步是由對更高能量密度、更高安全性和更永續的電池解決方案日益成長的需求所推動的。該產業在多種技術的研究和開發上投入了大量資金，包括固態、鋰硫和金屬空氣電池技術。

2023年，梅賽德斯-賓士與ProLogium建立策略聯盟，以加速固態電池技術的進步，彰顯了該產業致力於推動下一代技術進步的決心。隨著製造商尋求傳統鋰離子電池零件的替代品，下一代電池的原料模式正在發生重大轉變。

業界正在積極研究硫之類的材料，與傳統材料相比，這些材料可能具有成本效益並提高能量密度。 2023 年 5 月，Britishvolt 與 Monbat Group 達成重大協議，以 3,600 萬美元收購先進技術電池單元創新者 EAS，凸顯了該行業對獲得先進電池技術和確保原料供應鏈的重視。

亞太地區是電池製造的主要地區，主要由中國、日本和韓國等國家主導。中國引領下一代電池市場，擁有強大的生產能力以及政府對電動車和再生能源儲存的大力支持。該地區的優勢在於擁有強大的供應網路和知名電池製造商。

動力學

促進因素1：下一代先進電池與再生能源系統的整合

下一代先進電池與再生能源系統的結合是市場擴張的重要驅動力。隨著全球能源需求的增加，有效的能源儲存系統來穩定電網和調節間歇性再生能源的必要性變得至關重要。先進的電池技術，包括固態電池和鋰硫電池，正在提高能量密度、循環壽命和充電效率，使其適用於廣泛的儲能應用。

這一趨勢的關鍵例子是霍尼韋爾與 FREYR Battery SA 在 2023 年建立的合作夥伴關係。這些進步有助於將太陽能和風能等再生能源順利納入電網，從而減少對化石燃料的依賴。

此外，電池化學和生產的進步有助於降低成本，從而加快採用。隨著政府和工業界強調脫碳，用於再生能源整合的下一代電池的投資預計將增加，這將增強其在促進全球能源永續性方面的重要性。

促進因素 2——技術進步

在智慧聯盟和持續創新的推動下，商業化格局正在迅速轉變。主要汽車製造商和科技公司正在加大對先進電池技術的投資，以發展永續的供應鏈和競爭優勢。

2024年初，一個重大進展是多家製造商披露了固態電池生產計劃，其中 CATL 和豐田等主要行業參與者取得了令人矚目的發展。與傳統鋰離子電池相比，固態電池具有更高的能量密度、更好的安全性和更長的使用壽命，因此對電動車（EV）和其他高性能應用特別有吸引力。

電池製造商、汽車公司和研究機構之間日益密切的合作正在培育強大的創新生態系統。此次合作促進了電池化學、生產可擴展性和能源效率的發展，加速了市場擴張。隨著企業不斷提高電池性能和生產能力，下一代先進電池預計將成為未來儲能和電氣化的關鍵。

限制因素：原料成本上漲

碳酸鋰成本由2010年每噸5,180美元上漲至2021年每噸17,000美元，波動較大。成本上升給電池製造商帶來壓力，並推高了生產價格，限制了消費者的購買能力。鋰的供應受限加劇了這一問題，引發了供應鏈擔憂，並阻礙了依賴鋰基化學成分的先進電池技術的廣泛應用。

業界已加強開發替代電池技術，包括鈉離子、鎂離子和鋰硫電池，這些技術利用了更豐富、更經濟的原料。儘管這些替代方案提供了有趣的選擇，但它們的商業化和可擴展性仍處於起步階段，阻礙了它們在減少對鋰的依賴方面的有效性。

鋰的持續價格波動和供應限制對下一代先進電池的廣泛應用和經濟可行性構成了重大障礙，阻礙了短期和中期內的市場擴張。

The next-generation advanced batteries industry is seeing an important revolution as manufacturers transition from traditional lithium-ion technology to more inventive alternatives. This advancement is driven by increasing demand for improved energy density, superior safety and more sustainable battery solutions. The sector has experienced significant expenditures in the research and development of diverse technologies, including solid-state, lithium-sulfur and metal-air battery technologies.

In 2023, Mercedes-Benz formed a strategic alliance with ProLogium to expedite the advancement of solid-state battery technology, highlighting the industry's dedication to progressing next-generation technologies. The raw material landscape for next-generation batteries is undergoing significant transformations as manufacturers pursue alternatives to conventional lithium-ion battery components.

The industry is aggressively investigating materials like sulfur, which presents possible cost benefits and enhanced energy density relative to traditional materials. In May 2023, Britishvolt entered into a substantial agreement with Monbat Group to buy EAS, an innovator in advanced technology battery cells, valued at US$ 36 million, underscoring the industry's emphasis on obtaining advanced battery technology and ensuring raw material supply chains.

Asia-Pacific is a major region for battery manufacture, dominated by nations including China, Japan and South Korea. China leads the next-generation battery market, possessing significant production capabilities and considerable governmental backing for electric vehicles and renewable energy storage. The area advantages from a robust supply network and the existence of prominent battery manufacturers.

Dynamics

Driver 1 - Integration of next-generation advanced batteries with renewable energy systems

The integration of next-generation advanced batteries with renewable energy systems is an essential driver for market expansion. With the increase in global energy demands, the necessity for effective energy storage systems to stabilize the grid and regulate intermittent renewable power sources has become critical. Advanced battery technologies, including solid-state and lithium-sulfur batteries, are improving energy density, cycle longevity and charging efficiency, rendering them suitable for extensive energy storage applications.

An key instance of this trend is the partnership between Honeywell and FREYR Battery SA in 2023. Honeywell's pledge to acquire 19 GWh of battery cells by 2030 highlights the growing dependence on sophisticated batteries for energy storage applications. The advancements facilitate the smooth incorporation of renewable energy sources, such as solar and wind, into power grids, thereby diminishing dependence on fossil fuels.

Moreover, advancements in battery chemistry and production are facilitating cost reductions, hence expediting adoption. With governments and industry emphasizing decarbonization, investments in next-generation batteries for renewable energy integration are anticipated to increase, reinforcing their significance in promoting global energy sustainability.

Driver 2 - Technological advancements

The commercialization landscape is swiftly transforming, propelled by smart alliances and ongoing innovation. Major automotive manufacturers and technology companies are increasingly investing in advanced battery technologies to develop sustainable supply chains and competitive advantages.

In early 2024, a significant advancement was the revelation of solid-state battery production plans by multiple manufacturers, with major industry players like CATL and Toyota achieving noteworthy development. Solid-state batteries provide higher energy density, improved safety and extended lifespans relative to traditional lithium-ion batteries, rendering them particularly appealing for electric vehicles (EVs) and other high-performance applications.

The growing collaboration among battery makers, automotive firms and research institutes is cultivating a strong innovation ecosystem. The collaborations enhance developments in battery chemistry, production scalability and energy efficiency, hence accelerating market expansion. As corporations persist in improving battery performance and production capacities, next-generation advanced batteries are anticipated to be crucial in the future of energy storage and electrification.

Restraint: Rising cost of raw materials

The cost of lithium carbonate escalated from US$5,180 per metric ton in 2010 to US$17,000 per metric ton in 2021, indicating considerable fluctuation. The rise in costs has exerted pressure on battery makers, elevating production prices and constraining affordability for consumers. The restricted availability of lithium exacerbates the problem, generating supply chain concerns and hindering the widespread adoption of sophisticated battery technologies that depend on lithium-based chemistries.

The industry has escalated initiatives to create alternative battery technologies, including sodium-ion, magnesium-ion and lithium-sulfur batteries, which utilize more plentiful and economical ingredients. Although these alternatives provide intriguing options, their commercialization and scalability are still in nascent phases, hindering their effectiveness in reducing lithium dependency.

The persistent price volatility and supply limitations of lithium present a significant obstacle to the extensive adoption and economic viability of next-generation advanced batteries, hindering market expansion in the short to medium term.

Segment Analysis

The global next generation advanced batteries market is segmented based on technology, application, end-user and region.

Metal-Air batteries high energy density for future applications

Metal-air batteries, especially those using zinc and aluminum, are emerging as potential options for stationary energy storage and electric vehicle (EV) applications. Its elevated potential energy density, along with attributes like safety, affordability and sustainability, makes them a compelling choice for next-generation energy storage. Despite its benefits, metal-air batteries encounter significant technological obstacles, particularly concerning rechargeability and the stability of the air electrode.

Research and development (R&D) initiatives are actively addressing these limitations by investigating innovative electrode materials and sophisticated electrolyte formulations. Advancements in anode materials (zinc, aluminum, lithium) and cathode catalysts seek to optimize oxygen reduction processes, thereby enhancing battery efficiency and lifespan. Improvements in electrolyte composition-spanning from aqueous to solid-state electrolytes-aim to reduce deterioration, dendrite formation and side reactions, hence boosting battery safety and performance.

In February 2024, Indian Oil Corporation Ltd (IOC) reinforced its commitment to metal-air technology by augmenting its share in Israel-based Phinergy to 17% through a US$ 12.5 million investment. This strategic initiative facilitates the proliferation of metal-air battery applications, especially for auxiliary power in the telecommunications industry.

Geographical Penetration

Government support and innovation propel Asia-Pacific's battery market

Asia-Pacific Next Generation Advanced Batteries Market is experiencing significant growth, driven by the rapid growth of electric vehicles (EVs), increasing investments in renewable energy infrastructure and ongoing improvements in battery technology. Countries including China, Japan and South Korea are at the top of the industry, utilizing their robust battery production capabilities, research endeavors and governmental backing.

China remains to be the dominant influence in the next-generation batteries market, with the biggest share of both production and consumption. The nation's strategic emphasis on electric vehicle adoption and renewable energy initiatives has placed it at the vanguard of battery innovation. Prominent Chinese firms like CATL and BYD are spearheading innovations in solid-state batteries and lithium-ion substitutes, solidifying China's dominance in the industry.

Moreover, governmental incentives for electric vehicle acquisitions and significant investments in battery manufacturing facilities are propelling market growth. The existence of prominent battery makers, along with favorable government regulations throughout Asia-Pacific, is anticipated to maintain the area's supremacy in the global market. With the increasing demand for high-performance, energy-efficient batteries, the Asia-Pacific region is poised to significantly influence the development of next-generation battery technology.

Competitive Landscape

The major Global players in the market include Pathion Holding Inc., GS Yuasa Corporation, Johnson Matthey PLC, PolyPlus Battery Co. Inc., Ilika PLC, Sion Power Corporation, LG Chem Ltd, Saft Groupe SA, BYD Company Ltd. and Contemporary Amperex Technology Co. Ltd.

By Technology

Solid Electrolyte Battery
Magnesium Ion Battery
Next-generation Flow Battery
Metal-Air Battery
Lithium-Sulfur Battery
Other

By Application

Portable Devices
Electric Vehicles (EVs)
Renewable Energy Storage
Military & Defense
Aerospace
Others

By End-User

Consumer Electronics
Transportation
Industrial
Energy Storage
Other

By Region

North America
- US
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- 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

In August 2024, BYD announced the debut of its second-generation blade battery technology, including an energy density of 190 Wh/kg. The battery will be put in electric vehicles and is anticipated to replace LFP batteries in the near future.
In February 2022, the US Department of Energy declared it will allocate US$ 2.91 billion to enhance the development of innovative batteries utilized in stationary energy storage systems and electric cars, as mandated by the Bipartisan Infrastructure Law.
In January 2022, Mercedes-Benz and ProLogium entered into a technical collaboration deal to advance next-generation battery cells. Mercedes Benz intends to transition to an entirely electric fleet by 2030. ProLogium's expertise in solid-state battery research and development, along with its production capabilities, positions it as a formidable partner for Mercedes Benz.

Why Purchase the Report?

To visualize the global next generation advanced batteries market segmentation based on product technology, application, end-user 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 the next generation advanced batteries market 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 next generation advanced batteries market report would provide approximately 62 tables, 60 figures and 202 pages.

Target Audience 2025

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 Technology
3.2. Snippet By Application
3.3. Snippet By End-User
3.4. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Integration of next-generation advanced batteries with renewable energy systems
  - 4.1.1.2. Technological advancements
- 4.1.2. Restraints
  - 4.1.2.1. Rising cost 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. DMI Opinion

6. By Technology

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 6.1.2. Market Attractiveness Index, By Technology
6.2. Solid Electrolyte Battery *
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
6.3. Magnesium Ion Battery
6.4. Next-generation Flow Battery
6.5. Metal-Air Battery
6.6. Lithium-Sulfur Battery
6.7. Other

7. By Application

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 7.1.2. Market Attractiveness Index, By Application
7.2. Portable Devices*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Electric Vehicles (EVs)
7.4. Renewable Energy Storage
7.5. Military & Defense
7.6. Aerospace
7.7. Others

8. By End-User

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 8.1.2. Market Attractiveness Index, By End-User
8.2. Consumer Electronics *
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Transportation
8.4. Industrial
8.5. Energy Storage
8.6. Other

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.6.1. US
  - 9.2.6.2. Canada
  - 9.2.6.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.6.1. Germany
  - 9.3.6.2. UK
  - 9.3.6.3. France
  - 9.3.6.4. Italy
  - 9.3.6.5. Spain
  - 9.3.6.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.6.1. China
  - 9.5.6.2. India
  - 9.5.6.3. Japan
  - 9.5.6.4. Australia
  - 9.5.6.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. Pathion Holding Inc.*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. GS Yuasa Corporation
11.3. Johnson Matthey PLC
11.4. PolyPlus Battery Co. Inc.
11.5. Ilika PLC
11.6. Sion Power Corporation
11.7. LG Chem Ltd
11.8. Saft Groupe SA
11.9. BYD Company Ltd.
11.10. Contemporary Amperex Technology Co. Ltd

LIST NOT EXHAUSTIVE