首頁 > 市場調查報告書 > 能源/環境

電池

市場調查報告書

商品編碼

1532972

鋰離子電池市場－2024年至2029年預測

Lithium-Ion Battery Market - Forecasts from 2024 to 2029

出版日期: 2024年07月03日 | 出版商:

Knowledge Sourcing Intelligence | 英文 120 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

鋰離子電池市場預計在預測期（2024-2029年）複合年成長率為14.58%

鋰離子電池市場受到電動車和電子設備需求不斷成長以及其他儲能設備成長的推動。太陽能發電的擴張極大地增加了對鋰離子電池的需求。鋰離子電池的儲存容量用於儲存太陽能電池板產生的多餘電力。主要因素之一是用於儲存太陽能的鋰離子電池的低電阻充電。預計到 2028 年，全球太陽能發電容量將達到 672.6GW，高於 2022 年的 2284GW。這些對太陽能的雄心勃勃的預測歸功於政府對可再生能源和永續目標的支持政策。相對而言，用於能源儲存設備的鋰離子電池的使用量也有望增加。此外，電動車的需求預計將推動鋰離子電池市場的發展。鋰離子電池市場按功率容量細分為0-3000mAh、3000mAh-10000mAh、10000mAh-60000mAh、60000mAh以上。不同的設備尺寸和應用需要不同的電池容量。安全性和壽命是鋰電池製造企業面臨的主要挑戰。

美國已宣佈在 2022 年推出的《通膨削減法案》(IRA) 中為太陽能提供資金。此外，電動車銷量與前一年同期比較%。根據國際能源總署 (IEA) 的數據，到 2023 年，電動車將佔所有汽車銷量的約 18%。

鋰離子電池市場促進因素：

電動車需求增加

電動車銷量在美國、中國、歐洲和印度等關鍵地區不斷擴大。電動車 (EV) 的購買正在推動電動車電池的需求。根據IEA（國際能源總署）預測，2023年電動車電池需求量將達到750GWh，較2022年成長40%。電動車電池的增加增加了對鋰等重要稀土礦物的需求。 2023年鋰需求量為140kt。

鋰離子電池生產的一個觀察到的趨勢是它們靠近電動車生產基地。歐洲相對電動車產量為250萬輛，電動車電池產量達110GWh。各國政府政策都在推動電動車的生產，兩國都擁有鋰離子電池製造設施。中國設定2023年電動車電池產能為417.97GW。在美國政府的支持下，未來幾年的製造能力預計將超過歐洲。

電子設備需求增加

對電子產品的需求不斷成長也是鋰離子電池成長的主要動力。數位相機、個人數位助理、智慧型手機、筆記型電腦、手錶、攜帶式可攜式、緊急備用電源、監視錄影機和警報系統等設備是使用鋰離子電池的主要設備。在數位化和資料消費時代，行動電話和智慧型手機已成為我們生活中不可或缺的一部分。行動電話是最常見的網路存取設備，使用鋰離子電池。 2023年亞太地區行動電話持有率將高達75%，阿拉伯國家為82%，歐洲為93%。

公司正在改進電池技術並增加容量以獲得更好的性能。此外，成本、生命週期和更好的生產設施正成為製造商的主要關注點。

醫療設備需求不斷擴大

由於鋰電池使用壽命長、磨損低，因此在心律調節器中越來越常見。心律調節器的鋰離子電池的使用壽命為7至8年，並且重量極輕。鋰離子電池也用於助聽器，因為它們易於充電。此外，輸液幫浦還使用鋰離子電池以受控量將液體輸送到體內。

隨著全球慢性病數量的增加和醫療保健預算尋求解決方案，預計成長將會增加。慢性病是已開發經濟體和新興經濟體的主要關切，因為它們可能造成國家經濟損失。醫療設備中的鋰離子電池可能有助於設備的創新、開發和便攜性以更好地使用。

鋰離子電池市場地理展望

在預測期內，亞太地區將主導鋰離子電池市場。

近年來，該地區經濟顯著成長。四個國家在亞太地區和全球經濟中佔據主導地位：中國、日本、印度和韓國。這些國家都是G20集團的成員。該地區也是世界上最大的人口中心。電動車、家用電子電器和節能設備等主要應用對各種尺寸的鋰離子電池有需求。此外，由於政府政策的支持，鋰離子電池製造業正在迅速成長。

印度政府累計核准針對先進化學電池 (ACC) 製造的生產連結獎勵(PLI) 計劃，五年內預算為 1810 億盧比。根據IBEF（印度品牌股權基金會）預測，印度鋰離子電池市場預計2022年將擴大至20GWh，2030年將擴大至220GWh。由於形狀和尺寸不同，這些電池可用於多種應用，例如行動電話、筆記型電腦和其他裝置。

中國是全球最大的新型電動車市場。該國的快速工業化導致空氣品質不佳以及與空氣污染相關的各種健康問題。中國政府制定了交通氣候政策，有嚴格的法規和政策。中國在全球交通氣候政策中發揮主導作用。這些政策使電動車變得更便宜、更實惠。 2023年電動車國內銷售佔有率將超過35%，高於2022年的29%。此外，該地區不斷成長的網路普及率導致電子設備的使用增加，無論是商業還是住宅用途，並且正在迅速增加。

限制鋰離子電池市場的因素：

根據歐盟聯合研究中心（JRC）的分析，中國仍是鎳、石墨和鋰等電池原料的最大供應國之一。這造成了壟斷並導致世界主要經濟體之間的地緣政治緊張局勢。寡占產業控制著大部分加工原料的供應。全球電池原料的競爭正在加劇，阿根廷、智利、莫三比克、坦尚尼亞、美國和歐盟等新興市場國家的實力不斷增強。
此外，減少鋰離子電池對環境的影響需要低排放的生產過程以及適當的電池處理和回收。

鋰離子電池市場－主要發展：

2024年6月，SK On與埃克森美孚簽署了合作備忘錄。根據該協議，SK On可以透過多年期合約從埃克森美孚位於阿肯色州的計劃中獲得10萬噸鋰。該合作備忘錄於 2024 年 6 月 24 日在拉斯維加斯舉行的 Fastmarkets 鋰供應和電池原料會議上簽署。合約細節，包括合約期限和供貨金額，將在稍後討論。該合作備忘錄意義重大，因為 SK On 在美國的年產能可能超過 180GWh，每年可為約 170 萬輛電動車提供動力。
2024年3月，馬自達與Panasonic能源簽署協議，供應汽車用圓柱形鋰離子電池。該電池具有優異的能量密度、安全性和長壽命。
2023 年 11 月，埃克森美孚公司獲得了阿肯色州南部 Smackover 地層 120,000 英畝的權利，作為北美鋰資源。埃克森美孚公司也被宣佈為鋰的主要生產商。第一階段的生產已在阿肯色州西南部開始，該州以其豐富的鋰礦床而聞名。所提供的產品品牌為 Mobil(TM) Lithium，適用於汽車產業。此次採購支持國內鋰生產，對環境影響較小。首次生產將於 2027 年開始。

鋰離子電池市場細分分析如下：

按電源容量

0～3000mAh
3000mAh～10000mAh
10000mAh～60000mAh
60000mAh以上

按最終用戶產業

電子設備
車
產業
其他

按地區

北美洲
美國
加拿大
墨西哥
南美洲
巴西
阿根廷
南美洲其他地區
歐洲
英國
德國
法國
義大利
西班牙
其他歐洲國家
中東/非洲
沙烏地阿拉伯
UAE
其他中東/非洲
亞太地區
中國
印度
日本
韓國
台灣
泰國
印尼
其他亞太地區

世界概況
北美洲
- 美國
- 加拿大
- 墨西哥
南美洲
- 巴西
- 阿根廷
- 南美洲其他地區
歐洲
- 英國
- 德國
- 法國
- 義大利
- 西班牙
- 其他歐洲國家
中東/非洲
- 沙烏地阿拉伯
- 阿拉伯聯合大公國
- 其他中東/非洲
亞太地區
- 中國
- 印度
- 日本
- 韓國
- 台灣
- 泰國
- 印尼
- 其他亞太地區

第8章競爭環境及分析

主要企業及策略分析
市場佔有率分析
合併、收購、協議和合作
競爭對手儀表板

第9章公司簡介

Samsung SDI
Panasonic Corporation
Automotive Energy Supply Corporation
LG Chem
Toshiba Corporation
Hitachi Chemical Co., Ltd.
Bak New Power
GS Yuasa International Ltd.
Byd Company Ltd.
Clarios. A
Eve Energy
SK Innovation Co., Ltd.
Murata Manufacturing Co., Ltd.

簡介目錄

Product Code: KSI061612356

The market for the lithium-ion battery is expected to grow at the compound annual growth rate (CAGR) of 14.58% during the forecast period (2024-2029)

The market for lithium-ion batteries is driven by the growing demand for electric vehicles and electronic devices and the expansion of other energy-storing devices. The growing solar power has greatly contributed to the demand for the lithium-ion battery. The energy-storing capacity of the lithium-ion battery is used for storing the excess power produced by solar panels. The low-resistance charging for the lithium-ion battery is another major factor, it is used for solar energy storage. The global capacity for solar energy is expected to reach up to 672.6 GW by 2028, that is 228.4 GW in 2022. These ambitious estimates for solar power generation are due to the government's support policies for renewable energy and sustainable goals. Relatively, the lithium-ion battery usage would also increase for the energy storage devices. Further, the need for electric vehicles would drive the market for the lithium-ion battery. The market for the lithium-ion battery has been segmented by power capacity into 0 to 3000 mAh, 3000 mAh to 10000 mAh, 10000 mAh to 60000 mAh, and more than 60000 mAh. These different battery capacity is needed for the different device sizes and applications. Safety and longevity have been major issues for companies in lithium battery production.

India got 18 GW of solar PV in 2022, which is 40% more than in 2021.
The United States announced funding for solar PV in the Inflation Reduction Act (IRA) introduced in 2022. This is significant to boost the overall solar energy sector.
Further, Electric car sales were a 35% year-on-year increase. Electric cars accounted for around 18% of all cars sold in 2023, according to the International Energy Agency (IEA)

LITHIUM-ION BATTERY MARKET DRIVERS:

Increase in the demand for Electric vehicles

The electric vehicle sales are driven in major regions of the United States, China, Europe, and India. The buying of electric vehicles (EVs) is driving the demand for EV batteries. According to the IEA (International Energy Agency), the demand for EV batteries will be 750 GWh in 2023, which is 40% up from 2022. This rising number of EV batteries has increased demand for critical rare earth minerals like lithium. The demand for lithium was 140 kt in 2023.

The observed trend in the production of lithium-ion batteries is that they are close to the production center of EVs. The relative production of EVs in Europe was 2.5 million, and their EV battery production reached 110 GWh. Government policies in various countries promote the production of electric vehicles and lithium-ion battery manufacturing facilities for both countries. China registered a battery production capacity for electric vehicles of 417.97GW in 2023. With government backing in the United States, the manufacturing capacity would bypass Europe in upcoming years.

Rising demand for electronic devices

Rising demand for electronic devices is another major driving factor for the rise in the lithium-ion battery. Devices such as digital cameras, personal digital assistants, smartphones, laptops, watches, portable power packs, emergency power backup, surveillance, and alarm systems are the main devices that use lithium-ion batteries for their usage. Mobiles and smartphones have become an indispensable part of our lives as we are living in the age of digitalization and data consumption. Mobile phones are the most common internet access device and use lithium-ion batteries. The percentage of individuals owning a mobile phone in Asia Pacific was 75%, 82% in Arab States, and 93% high in Europe in 2023.

The companies are advancing in improving battery technologies and increasing their capacity for better performance. Additionally, cost, life cycle, and better production facilities have been major concerns for the manufacturers.

Expanding demand for medical devices

Lithium batteries are becoming common in pacemakers as they provide long life and low drain. Pacemaker Li-ion batteries could have a lifespan of 7 to 8 years and weigh very little. They are also used in hearing Aids, as they can be easily recharged. Further, the infusion pump also uses a lithium-ion battery, which delivers fluids into the body in controlled amounts.

This growing application would expand due to the growing chronic disease worldwide and increasing healthcare budgets to chase the solution. Chronic disease ailments are a major concern for the developed and developing economies alike as they could contribute to the economic loss of the nations. Lithium-ion batteries in medical devices would contribute to the devices' innovation, development, and portability for better usage.

LITHIUM-ION BATTERY MARKET GEOGRAPHICAL OUTLOOK

The Asia Pacific region to dominate the lithium-ion battery market during the forecast period.

The region has been showing significant economic growth in recent years. China, Japan, India, and South Korea: these four countries dominate the Asia-Pacific region and the global economy. These countries are part of the G20 group. This region also has the largest population concentration in the world. The demand for lithium-ion batteries of different sizes for major applications such as electric vehicles, consumer electronic devices, or energy-power-saving devices. Further, lithium-ion battery manufacturing is showing an upsurge due to government policy support.

The government of India approved the Production Linked Incentive (PLI) Scheme for the manufacturing of Advance Chemistry Cell (ACC), the scheme has a budget of Rs. 18,100 Crore for 5 years. According to the IBEF ( India Brand Equity Foundation), the lithium-ion battery market in India is expected to be 20 GWh in 2022 and will bulge to 220 GWh by 2030. Depending upon different shapes and sizes, these batteries have multiple uses, such as mobile phones, laptop computers, or any other devices.

China is the largest market for new electric vehicles worldwide. The rapid industrialization in the country has created bad air quality and various health issues related to air pollution. The government in China has made stringent regulations and policies for the transport climate policy. China has been playing a leadership role in global transport climate policy. Due to those policies, electric cars have become cheaper and more affordable. The share of electric cars sold in the country in 2023 was over 35%, up from 29% in 2022. Moreover, the region's larger Internet penetration, thus increasing the usage of electronic devices, is rapidly increasing for commercial and domestic purposes.

Lithium-ion battery market restraints:

According to the JRC (Joint Research Centre) analysis (European Union), China would remain one of the largest suppliers of raw materials for batteries such as nickel, graphite, and lithium. This creates a monopoly, leading to geopolitical tensions among major economies worldwide. An oligopoly industry controls the major part of the processed raw material supplies. The global competition for battery raw materials has been increasing worldwide, empowering other emerging players like Argentina and Chile, Mozambique, Tanzania, the USA, and the European Union, among others.
Additionally, curtailing the environmental impacts of lithium-ion batteries has been necessary, with a production process with fewer emissions and proper disposal and recycling of the batteries.

Lithium-ion battery market Key Developments:

In June 2024, SK On and ExxonMobil signed a memorandum of understanding (MOU). According to this, SK On could secure 100,000 metric tons of lithium from ExxonMobil's project in Arkansas as a multi-year agreement. An MOU was signed at the Las Vegas Fastmarkets Lithium Supply and Battery Raw Materials Conference on June 24th, 2024. Details of the contract, including the period and the supply volume, will be discussed later. This MOU is important as the annual production capacity of SK On in the United States could reach more than 180 GWh, which can power about 1.7 million EVs a year.
In March 2024, Mazda and Panasonic Energy agreed to supply cylindrical automotive lithium-ion batteries. These batteries offer better energy density, safety, and long life. Both companies also agreed to address global warming, sustainable growth opportunities within the automotive and battery sectors, supporting local employment, and talent development.
In November 2023, Exxon Mobil Corporation acquired the rights to 120,000 gross acres of the Smackover Formation in southern Arkansas for lithium resources in North America. Exxon Mobil Corporation was further announced as the leading producer of lithium. The work had started with the first phase of production in southwest Arkansas, an area known to hold significant lithium deposits. The product offer would be branded as Mobil(TM) Lithium, showing its particular application in the automobile industry. This sourcing would support the domestic production of lithium and have fewer environmental impacts. The first production would start in 2027.

The lithium-ion battery market is segmented and analyzed as follows:

By Power Capacity

0 to 3000 mAh
3000 mAh to 10000 mAh
10000 mAh to 60000 mAh
More than 60000 mAh

By End-user Industry

Electronics
Automotive
Industrial
Others

By Geography

North America
USA
Canada
Mexico
South America
Brazil
Argentina
Rest of South America
Europe
United Kingdom
Germany
France
Italy
Spain
Rest of Europe
Middle East and Africa
Saudi Arabia
UAE
Rest of the Middle East and Africa
Asia Pacific
China
India
Japan
South Korea
Taiwan
Thailand
Indonesia
Rest of Asia-Pacific

1. INTRODUCTION

1.1. Market Overview
1.2. Market Definition
1.3. Scope of the Study
1.4. Market Segmentation
1.5. Currency
1.6. Assumptions
1.7. Base and Forecast Years Timeline
1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

2.1. Research Design
2.2. Research Process

3. EXECUTIVE SUMMARY

3.1. Key Findings
3.2. Analyst View

4. MARKET DYNAMICS

4.1. Market Drivers
- 4.1.1. Increase in the demand for Electric vehicles
- 4.1.2. Rising demand for electronic devices
- 4.1.3. Expanding demand for medical devices
4.2. Market Restraints
- 4.2.1. Supply chain challenges for the lithium
4.3. Porter's Five Forces Analysis
- 4.3.1. Bargaining Power of Suppliers
- 4.3.2. Bargaining Power of Buyers
- 4.3.3. The Threat of New Entrants
- 4.3.4. Threat of Substitutes
- 4.3.5. Competitive Rivalry in the Industry
4.4. Industry Value Chain Analysis

5. LITHIUM-ION BATTERY MARKET BY POWER CAPACITY

5.1. Introduction
5.2. 0 to 3000 mAh
5.3. 3000 mAh to 10000 mAh
5.4. 10000 mAh to 60000 mAh
5.5. More than 60000 mAh

6. LITHIUM-ION BATTERY MARKET BY END-USER INDUSTRY

6.1. Introduction
6.2. Electronics
6.3. Automotive
6.4. Industrial
6.5. Others

7. LITHIUM-ION BATTERY MARKET BY GEOGRAPHY

7.1. Global Overview
7.2. North America
- 7.2.1. United States
- 7.2.2. Canada
- 7.2.3. Mexico
7.3. South America
- 7.3.1. Brazil
- 7.3.2. Argentina
- 7.3.3. Rest of South America
7.4. Europe
- 7.4.1. United Kingdom
- 7.4.2. Germany
- 7.4.3. France
- 7.4.4. Italy
- 7.4.5. Spain
- 7.4.6. Rest of Europe
7.5. Middle East and Africa
- 7.5.1. Saudi Arabia
- 7.5.2. United Arab Emirates
- 7.5.3. Rest of the Middle East and Africa
7.6. Asia-Pacific
- 7.6.1. China
- 7.6.2. India
- 7.6.3. Japan
- 7.6.4. South Korea
- 7.6.5. Taiwan
- 7.6.6. Thailand
- 7.6.7. Indonesia
- 7.6.8. Rest of Asia-Pacific