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市場調查報告書
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1604517

電動車電池隔膜市場：2024-2029年預測

EV Battery Separator Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 144 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

全球電動車電池隔膜市場預計將從2024年的22.66億美元成長到2029年的40.29億美元，年複合成長率為8.57%。

多節電池由陽極和陰極組成，陽極和陰極透過稱為電池隔膜的絕緣體彼此分開。此外，隔膜浸入電解中，在電池充電時有助於離子從正極流向負極，並在電池放電時抵消相同的過程。這種類型的隔板是不導電的電絕緣體。隔膜是電池的重要組成部分，必須存在才能將負極和正極分開，而不會干擾鋰離子 (Li-ion) 在負極和正極之間的移動。在現代鋰離子電池模型中，含有電解的橫膈膜所佔據的電池體積約為電池體積的3%。

在商用鋰離子電池中，聚烯被用作隔離膜。聚烯具有優異的機械性能、良好的耐化學性且價格便宜。聚烯是由烯烴乙烯聚合而成的聚合物。乙烯是主要從原油化學精製中獲得的碳氫化合物，聚烯包括聚乙烯和聚丙烯。對於鋰離子電池來說，隔膜是孔徑在30nm至100nm之間的多孔材料。

此外，鋰​​離子電池近年來席捲了美國汽車產業，被認為是快速擴張的電動車市場的有效解決方案。預測表明，到 2030 年，電動車將占美國所有乘用車的約 40% 或更多。過去15年電動車產業的大部分進步可歸功於鋰電池的創新。

電動車電池隔膜市場促進因素

  • 隨著柴油和汽油價格上漲，消費者傾向於擁有更多電動車。

隨著人們尋求更省油、高性能和低排放的車輛，對電子驅動車輛 (EDV) 的興趣日益成長預計將成為推動力。該行業的另一個驅動力是鋰電池動力來源使混合動力汽車、插電式汽車、全電池電動車、巴士、計程車和車隊等車輛成為可能。 Celgard 的鋰離子電池隔離膜在這些 EDV 電池配置中的安全性、能源和功率性能的最佳組合方面具有優勢。該公司提供各種分離器解決方案，可滿足 EDV 系統的多種性能需求，包括安全性、化學和尺寸穩定性以及循環壽命。

此外，Tekra 的Mylar和 Melinex 聚酯薄膜可提供用於鋰離子電池絕緣體和隔膜的各種厚度，杜邦帝人薄膜 (DuPont Teijin Films) 的 Kaladex 薄膜可用於 Toyobo Film Solutions Limited 的Teonex薄膜以及 PEN 薄膜。相當多的厚度變化。

另一個例子是東麗工業公司的SETELA。這是一種高性能且可靠的電池隔膜。它常被用作消費性電子配件和電動車中鋰離子二次電池的隔膜材料。同樣，2022年11月，通用汽車與微宏組成合資企業，在美國建造隔膜工廠。新工廠和分離器計劃得到了美國能源局電池材料加工和製造舉措津貼2 億美元的支持。

目前，EVB僅使用鋰離子電池，而這一趨勢預計將持續下去。此外，在為市場設計和營運鋰離子電池及相關系統時，生產商必須解決環境和永續開拓問題，例如適當的生命週期管理（維修/再利用、回收和處置）。電池需求的增加預計也將推動電動車電池隔膜產業的成長。 2022年汽車鋰離子電池需求將達550GWh，較2021年約330GWh成長約65%。這一成長主要是由於同期電動乘用車新註冊量增加了 55%。

電動車電池分離器市場的地理展望

  • 全球電動車電池隔膜市場預計將在亞太地區大幅擴張。

由於亞太地區電動車的使用不斷增加以及電動車製造公司的增加，電動車電池分離預計將成為利潤豐厚的市場之一。特別是，中國、日本和韓國將帶頭鼓勵綠色能源技術，同時為電池開發提供政府政策和資金。此外，由於該地區在電動車製造方面處於主導，因此對高性能電池隔膜的需求很高，這對於提高電池性能和安全性至關重要。

根據日本汽車經銷商協會（JADA）和全國輕型汽車協會聯合會（Zenkei Jikyo）發布的電動車銷量統計數據，截至年終，日本總合58,813輛電池式電動車（BEV）。 2021年相比成長了2.7倍。純電動車佔乘用車銷量的比重從2021年的0.6%上升到2022年的1.7%，首次超過1%。此外，由於日本製定了到 2035 年實現 100% 清潔汽車的嚴格目標，考慮到電動車在戶外使用的優勢，純電動車的銷量預計將會增加。

此外，根據IEA估計，該地區95%的電動車LDV磷酸鹽電池來自中國，其中比亞迪佔最大市場佔有率，佔50%。特斯拉將供應15%，磷酸鐵鋰電池的佔有率將從2021年的20%增加到2022年的30%。特斯拉約 85% 的汽車使用磷酸鐵鋰電池，其中大部分在中國生產。

也就是說，電池價格因地區而異，中國最低，亞太其他地區最高。這種價差是由於約65%的電池芯在中國製造，超過80%的正極在中國生產。這種快速變化的情況凸顯了亞太地區在塑造電動車電池隔膜市場的重要性。亞太地區正在積極參與市場競爭，以建立和增強技術來滿足不斷成長的需求。

購買本報告的理由：

  • 富有洞察力的分析：獲得涵蓋主要和新興地區的深入市場洞察，並專注於客戶細分、政府政策和社會經濟因素、消費者偏好、行業明智以及其他子區隔。
  • 競爭格局：了解世界主要企業所採用的策略策略，並了解正確策略的市場滲透潛力。
  • 市場促進因素和未來趨勢：探索動態因素和關鍵市場趨勢以及它們將如何塑造未來市場發展。
  • 可行的建議：利用洞察力做出策略決策，以在動態環境中發現新的業務流和收益。
  • 受眾廣泛：對於新興企業、研究機構、顧問、中小企業和大型企業有用且具有成本效益。

它有什麼用？

產業和市場考量、機會評估、產品需求預測、打入市場策略、地理擴張、資本投資決策、法律規範與影響、新產品開拓、競爭影響

調查範圍

  • 2022年至2029年的過往資料和預測
  • 成長機會、挑戰、供應鏈前景、法規結構、客戶行為和趨勢分析
  • 競爭定位、策略和市場佔有率分析
  • 收益成長與預測 包括國家在內的細分市場和區域評估
  • 公司概況（策略、產品、財務狀況、主要發展等）

全球電動車電池隔膜市場分為以下幾個部分：

依材料類型

  • 聚乙烯（PE）
  • 聚丙烯（PP）
  • 陶瓷塗層分離器
  • 複合隔板
  • 其他

按最終用途

  • 電動車（EV）
  • 混合電動車（HEV）
  • 插電混合混合動力車 (PHEV)

按地區

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

目錄

第1章簡介

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔
  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益

第2章調查方法

  • 研究設計
  • 調查過程

第3章執行摘要

  • 主要發現

第4章市場動態

  • 市場促進因素
  • 市場限制因素
  • 波特五力分析
  • 產業價值鏈分析
  • 分析師觀點

第5章全球電動車電池隔膜市場：依材料類型

  • 介紹
  • 聚乙烯（PE）
  • 聚丙烯（PP）
  • 陶瓷塗層隔板
  • 複合隔板
  • 其他

第6章全球電動車電池分離器市場：依最終用途分類

  • 介紹
  • 電動車（EV）
  • 混合電動車（HEV）
  • 插電式混合(PHEV)

第7章全球電動車電池分離器市場：按地區

  • 介紹
  • 北美洲
    • 依材料類型
    • 最終用途
    • 按國家/地區
  • 南美洲
    • 依材料類型
    • 最終用途
    • 按國家/地區
  • 歐洲
    • 依材料類型
    • 最終用途
    • 按國家/地區
  • 中東/非洲
    • 依材料類型
    • 最終用途
    • 按國家/地區
  • 亞太地區
    • 依材料類型
    • 最終用途
    • 按國家/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

  • SK Innovation Co. Ltd.
  • Celgard
  • Evonik
  • Asahi Kasei Corporation
  • Teijin Limited
  • Toray Group
  • ENTEK
  • Mitsubishi Plastics
  • Tekra LLC
  • 24M Technologies
簡介目錄
Product Code: KSI061616948

The global EV battery separator market is expected to account for a compound annual growth rate of 8.57% and increase from US$2.266 Billion in 2024 to account for US$4.029 Billion in 2029.

A multi-cell battery consists of an anode and a cathode that are separated from each other by an insulator known as the battery separator. Additionally, the separator is soaked in an electrolyte that assists in the flow of ions from the cathode into the anode when the battery is being charged while opposing the same process when the battery is being discharged. This type of separator is a non-conductive electrical insulator. Separators are key components within the battery components and even have to be present since they keep the anodes and cathodes apart without preventing the movement of lithium ions (Li-ion) between them. In the contemporary Li-ion battery models, the cell volume occupied by the separator containing electrolyte is nearly three percent of the cell volume.

In commercially available lithium-ion batteries, polyolefin is used as a separator. It possesses excellent mechanical properties, high resistance to chemicals, and rather low cost. A polyolefin is a polymer produced when an olefin, ethylene, undergoes polymerization. Ethylene is a hydrocarbon that mostly comes from the chemical refining of crude oil, while polyolefin encompasses both polyethylene and polypropylene. Relative to the Li-ion battery, the separator is a porous material with a pore size of 30 to 100 nm.

Additionally, lithium-ion batteries, which have captured the US automotive industry over the past few years, are considered a viable solution in the fast-expanding EV market. The forecast indicates that EVs will be about 40% or more of the total passenger vehicles in the USA by 2030. The advancements witnessed in the EV industry in the past 15 years can almost be attributed to the innovation in lithium batteries.

EV battery separator market drivers

  • With the rise in the cost of diesel and petrol, consumers are more likely to own more EVs.

Rising interest in electronic drive vehicles (EDVs) is predicted to propel because people are demanding more fuel-efficient, high-performing, and less emission-based vehicles. The other factor of the industry is powered by lithium batteries, allowing for hybrids, plug-ins, full battery electrics, and vehicles like buses, taxis, and fleets, among others. Within this range of EDV battery cell configurations, Celgard lithium-ion battery separators have advantages in safety and energy, power performance optimal combinations. The company provides various separator solutions to address the several performance needs of EDV systems, including safety, chemical and dimensional stability, and cycle life.

Furthermore, Tekra's Mylar and Melinex polyester films are provided in various thicknesses for use in lithium-ion battery insulation and separators, Kaladex films from DuPont Teijin Films are PEN films offered in considerable varieties of thicknesses alongside Teonex films from Toyobo Film Solutions Limited.

Another illustration of this is SETELA, which Toray Industries provided. This is a battery separator film of high performance and great reliability. It is often used as a separator material in secondary lithium-ion batteries in consumer electrical accessories and electric automobiles. Similarly, in November 2022, General Motors and Microvast made a joint venture to build a separator factory in the US. The new plant and separator project received support from a $200 million grant awarded to the US Department of Energy from its Battery Materials Processing and Manufacturing Initiative.

Currently, EVBs employ lithium-ion batteries only, and this trend is believed to continue in the coming years. Moreover, when designing and operating Li-ion batteries and related systems for the market, producers make sure that environmental, sustainable development issues such as appropriate life cycle management (repair and reuse, recycling or disposal) are addressed. Rising demand for batteries is also expected to fuel the EV battery separator industry's growth. In 2022, the demand for automotive Li-ion batteries increased by approximately 65%, reaching 550 GWh, compared to around 330 GWh in 2021. This growth was primarily driven by a 55% rise in new registrations of electric passenger vehicles during the same period.

EV battery separator market geographical outlook

  • Asia Pacific is anticipated to witness significant global EV battery separator market expansion.

The separation of EV batteries is forecast to be one of the lucrative markets in the Asia Pacific region owing to the growing usage of EVs within the region and the subsequent increase in the number of EVs manufacturing companies. In particular, China, Japan, and South Korea will lead the nations as they provide some government policy and funding for battery development while encouraging green energy techniques. Additionally, as this region leads in EV manufacturing, high-performance battery separators that are important for boosting battery performance and safety are in high demand.

According to statistics on EV sales published by the Japan Automobile Dealers Association (JADA) and the Japan Mini Vehicle Association (Zenkeijikyo), a total of 58,813 Battery Electric Vehicles (BEV) were sold in Japan as of the end of 2022, such rise representing 2.7 times growth from 2021. The ratio of BEVs to total passenger car sales also termed the BEV ratio, grew to 1.7 in 2022, an increase from 0.6 percent in 2021 before crossing the 1 percent figure for the first time. Further, BEV Sales in Japan would also cause sales of BEV motor vehicles to increase due to the strict target of 100% clean vehicles in the country set for 2035 while also considering the benefits of EVs outdoors.

Further, as stated by the IEA, it is estimated that 95% of the electric LDV lithium ion phosphate batteries used in the region were sourced from China, with BYD holding the largest market share at 50%. Tesla provided 15%, with its share of LFP batteries growing from 20% in 2021 to 30% in 2022. LFP batteries are used in around 85% of the cars manufactured by Tesla, most of which are produced in China.

Nonetheless, battery prices depend on the region, with the lowest being in China and the highest in the remainder of the Asia Pacific region. The differences in pricing are because approximately 65 percent of battery cells are manufactured in China, while more than 80 percent of cathodes come from there. This fast-changing scenario reinforces the importance of Asia Pacific in shaping the market for EV battery separators, which is aggressively competitive in establishing and enhancing technology to meet increasing demands.

Reasons for buying this report:-

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  • Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape up future market developments.
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Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

  • Historical data & forecasts from 2022 to 2029
  • Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, Customer Behaviour, and Trend Analysis
  • Competitive Positioning, Strategies, and Market Share Analysis
  • Revenue Growth and Forecast Assessment of segments and regions including countries
  • Company Profiling (Strategies, Products, Financial Information, and Key Developments among others)

The Global EV Battery Separator Market is analyzed into the following segments:

By Material Type

  • Polyethylene (PE)
  • Polypropylene (PP)
  • Ceramic-Coated Separator
  • Composite Separator
  • Others

By End-Use Application

  • Electric Vehicles (EVs)
  • Hybrid Electric Vehicles (HEVs)
  • Plug-in Hybrid Electric Vehicles (PHEVs)

By Geography

  • North America
  • United States
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Others

TABLE OF CONTENTS

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

4. MARKET DYNAMICS

  • 4.1. Market Drivers
  • 4.2. Market Restraints
  • 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
  • 4.5. Analyst View

5. GLOBAL EV BATTERY SEPARATOR MARKET BY MATERIAL TYPE

  • 5.1. Introduction
  • 5.2. Polyethylene (PE)
  • 5.3. Polypropylene (PP)
  • 5.4. Ceramic-Coated Separator
  • 5.5. Composite Separator
  • 5.6. Others

6. GLOBAL EV BATTERY SEPARATOR MARKET BY END-USE APPLICATION

  • 6.1. Introduction
  • 6.2. Electric Vehicles (EVs)
  • 6.3. Hybrid Electric Vehicles (HEVs)
  • 6.4. Plug-in Hybrid Electric Vehicles (PHEVs)

7. GLOBAL EV BATTERY SEPARATOR MARKET BY GEOGRAPHY

  • 7.1. Introduction
  • 7.1. North America
    • 7.1.1. By Material Type
    • 7.1.2. By End-Use Application
    • 7.1.3. By Country
      • 7.1.3.1. United States
      • 7.1.3.2. Canada
      • 7.1.3.3. Mexico
  • 7.2. South America
    • 7.2.1. By Material Type
    • 7.2.2. By End-Use Application
    • 7.2.3. By Country
      • 7.2.3.1. Brazil
      • 7.2.3.2. Argentina
      • 7.2.3.3. Others
  • 7.3. Europe
    • 7.3.1. By Material Type
    • 7.3.2. By End-Use Application
    • 7.3.3. By Country
      • 7.3.3.1. United Kingdom
      • 7.3.3.2. Germany
      • 7.3.3.3. France
      • 7.3.3.4. Italy
      • 7.3.3.5. Spain
      • 7.3.3.6. Others
  • 7.4. Middle East and Africa
    • 7.4.1. By Material Type
    • 7.4.2. By End-Use Application
    • 7.4.3. By Country
      • 7.4.3.1. Saudi Arabia
      • 7.4.3.2. UAE
      • 7.4.3.3. Others
  • 7.5. Asia Pacific
    • 7.5.1. By Material Type
    • 7.5.2. By End-Use Application
    • 7.5.3. By Country
      • 7.5.3.1. China
      • 7.5.3.2. India
      • 7.5.3.3. Japan
      • 7.5.3.4. South Korea
      • 7.5.3.5. Taiwan
      • 7.5.3.6. Thailand
      • 7.5.3.7. Indonesia
      • 7.5.3.8. Others

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 8.1. Major Players and Strategy Analysis
  • 8.2. Market Share Analysis
  • 8.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 8.4. Competitive Dashboard

9. COMPANY PROFILES

  • 9.1. SK Innovation Co. Ltd.
  • 9.2. Celgard
  • 9.3. Evonik
  • 9.4. Asahi Kasei Corporation
  • 9.5. Teijin Limited
  • 9.6. Toray Group
  • 9.7. ENTEK
  • 9.8. Mitsubishi Plastics
  • 9.9. Tekra LLC
  • 9.10. 24M Technologies