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市場調查報告書
商品編碼
1519945

電池原料：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Battery Raw Material - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

電池原料市場規模預計2024年將達到587億美元，2029年將達到972.3億美元，在預測期間（2024-2029年）複合年成長率為10.62%。

電池原物料-市場

COVID-19 大流行擾亂了電池材料市場。封鎖措施、工廠關閉和行動限制擾亂了採礦作業、礦石加工設施和物流網路，影響了原料的供應。汽車、電子、能源等各行業經濟活動的恢復促進了電池材料市場的復甦。

主要亮點

  • 由於汽車和家電領域的使用增加，電池原料市場正在迅速擴大。
  • 然而，電池原料市場的成長預計將受到有關電池儲存和運輸的嚴格安全法規的阻礙。
  • 釩流技術的研發活動不斷增加，以及對行動電子產品和消費設備的需求不斷增加，預計將為未來幾年的電池原料市場提供機會。
  • 中國、印度等國家汽車電池和家電電池消費量的不斷成長是亞太地區主導全球市場的因素。

電池原物料市場趨勢

主導市場的汽車細分市場

  • 隨著電動車的快速普及，汽車產業正進入重大變革時期時期。鋰離子電池作為重要的能源儲存，需要多種關鍵原料。隨著全球電動車銷量持續快速成長，對這些電池材料的需求迅速增加，推動汽車領域的電池材料市場成長。
  • 根據國際汽車工業協會（OICA）發布的預測，2022年全球汽車銷售量約為8,163萬輛。
  • 此外，根據聯邦機動車輛和運輸辦公室（弗倫斯堡）的數據，德國註冊的純電動車總數將從 2020 年的 136,617 輛增加到 2023 年的 1,013,009 輛。
  • 在消費性電子和汽車領域，中國、日本、韓國和印度等亞太國家正大幅增加電池原料的使用量，預計將成為預測期內的市場驅動力。
  • 全球電動車充電基礎設施的擴張正在增強消費者對電動車的信心，並刺激電動車的採用。政府、公用事業和私人公司正在大力投資充電站、快速充電網路和智慧電網技術的部署。透過這種方式，我們支持電動車持有量的增加。這些基礎設施的發展正在為電池原料創造一個強勁的市場，以滿足汽車鋰離子電池日益成長的需求。
  • 根據聯邦網路局公佈的資料，截至2023年10月，德國擁有電動車平均速度充電公共站點87,155個，公共快速充電站21,111個。
  • 電動車的日益普及符合清潔能源政策。中國政府打算放寬對汽車製造商進口車的限制，以縮小供需差距。
  • 在預測期內，電池材料市場預計將受到上述所有因素的推動。

亞太地區主導市場

  • 亞太地區是從汽車到電子再到可再生能源等眾多產業的重要製造地。該地區擁有眾多電池製造商、電池芯製造商和電池原料供應商。製造設施的集中正在推動亞太地區對電池原料的需求。
  • 亞太地區的電動車市場在中國、日本和韓國等國家快速成長。這些國家是全球最大的電動車生產國和消費國。電動車用鋰離子電池的生產需要大量的鋰、鈷、鎳、石墨等電池原料，這使得亞太地區在電池原料市場佔有優勢。
  • 中國工業協會（CAAM）發布的資料顯示，2022年中國純電動車銷量約540萬輛，較2021年成長83.5%。同年，中國插電式混合動力汽車銷量與前一年同期比較成長151.91%，達到150萬輛以上。
  • 日本汽車檢驗登記資訊協會（AIRIA）公佈的資料顯示，2023年日本電動乘用車的使用量約為162,390輛，較10年前增加。
  • Vahan資料顯示，在印度，2023 年 3 月電動車銷量為 139,789 輛，而 2022 年 3 月為 77,128 輛，較去年同期成長 82%。總合而言，2022 會計年度的銷量從 4,58,746 輛成長到 11,80,597 輛，成長了 157%。
  • 因此，預測期內該地區對電池原料的需求預計將受到所有這些市場開拓的推動。

電池原物料產業概況

電池原料市場較為分散，有少數大型企業和許多小型企業。主要企業（排名不分先後）包括優美科、旭化成、莊信萬豐、住友化學、三菱化學。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章 簡介

  • 調查先決條件
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 促進因素
    • 消費性電子產品的需求不斷成長
    • 增加在汽車產業的應用
  • 抑制因素
    • 關於電池儲存和運輸的嚴格安全規定
    • 其他限制因素
  • 價值鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度

第5章市場區隔（以金額為準的市場規模）

  • 依電池類型
    • 鉛酸蓄電池
    • 鋰離子
    • 其他電池種類（鎳氫電池、固態電池）
  • 按原料分
    • 正極
    • 負極
    • 電解
    • 分隔器
  • 按用途
    • 家用電器
    • 車
    • 工業的
    • 用於通訊
    • 其他（可再生能源儲存）
  • 按地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 泰國
      • 馬來西亞
      • 印尼
      • 越南
      • 其他亞太地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 義大利
      • 西班牙
      • 土耳其
      • 俄羅斯
      • 北歐的
      • 其他歐洲國家
    • 世界其他地區
      • 南美洲
      • 中東/非洲

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 市場佔有率(%)**/排名分析
  • 主要企業策略
  • 公司簡介
    • Asahi Kasei Corporation
    • BASF SE
    • Celgard LLC
    • ENTEK
    • ITOCHU Corporation
    • Johnson Matthey
    • Mitsubishi Chemical Corporation.
    • NICHIA CORPORATION
    • Sumitomo Chemical Co. Ltd
    • Targray Technology International Inc.
    • Umicore

第7章 市場機會及未來趨勢

  • 電池釩液流技術研發
  • 對可攜式電子產品和消費性設備的需求增加
簡介目錄
Product Code: 69200

The Battery Raw Material Market size is estimated at USD 58.70 billion in 2024, and is expected to reach USD 97.23 billion by 2029, growing at a CAGR of 10.62% during the forecast period (2024-2029).

Battery Raw Material - Market

The COVID-19 pandemic disrupted the battery materials market. Lockdown measures, factory closures, and restrictions on movement led to disruptions in mining operations, ore processing facilities, and logistics networks, impacting the supply of raw materials. The resumption of economic activities across industries, including automotive, electronics, and energy, contributed to the recovery of the battery raw materials market.

Key Highlights

  • The market for battery raw materials is proliferating due to the increasing use of these products in the automotive and consumer electronics sectors.
  • However, the growth of the battery raw materials market is expected to be hampered by strict safety regulations for batteries through storage and transport.
  • The rising research and development activities in vanadium flow technology and increasing demand for portable electronics and consumer devices are expected to provide opportunities for the battery raw material market in the coming years.
  • The growing consumption of automotive and consumer electronics batteries in countries such as China and India is driving Asia-Pacific to dominate the global market.

Battery Raw Material Market Trends

Automotive Segment to Dominate the Market

  • With the rapid rise in the adoption of electric vehicles, the car industry is undergoing a significant change. Various critical raw materials are required for the Lithium-ion battery, which is a crucial energy storage. As EV sales continue to surge globally, the demand for these battery raw materials has skyrocketed, driving growth in the automotive segment of the battery raw materials market.
  • According to the estimate released by the International Organization of Motor Vehicle Manufacturers (OICA), around 81.63 million vehicles were sold around the world in 2022.
  • Furthermore, according to the Federal Motor Transport Authority, Flensburg, the registration of the total number of battery electric cars in Germany increased from 136,617 units in 2020 to 1,013,009 units in 2023.
  • In the consumer electronics and automotive sectors, Asia-Pacific countries such as China, Japan, South Korea, and India are experiencing strong growth in the use of battery raw materials, which is expected to drive the market over the forecast period.
  • The expansion of EV charging infrastructure worldwide has bolstered consumer confidence in EVs and fueled the adoption of electric vehicles. Governments, utilities, and private companies are investing heavily in the deployment of charging stations, fast-charging networks, and smart grid technologies. Thus, this supports the growing fleet of EVs. This infrastructure development has created a robust market for battery raw materials to meet the increasing demand for lithium-ion batteries in automotive applications.
  • According to the data published by the Federal Network Agency, in Germany, there were 87,155 public sites with average speed recharging for EVs available in October 2023 and 21,111 public quick charge stations.
  • The increase in the adoption of electric vehicles aligns with the clean energy policy. The Chinese government intends to relax restrictions on the import of vehicles by automobile manufacturers into China in order to narrow the supply gap for demand.
  • The market for battery materials is expected to be driven by all of the above factors during the forecast period.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is an important manufacturing hub for a wide range of sectors, from automotive to electronics and renewables. The region hosts a large number of battery manufacturers, cell producers, and suppliers of battery raw materials. This concentration of manufacturing facilities drives demand for battery raw materials in Asia-Pacific.
  • The Asia-Pacific market for electric vehicles is growing at a rapid rate in countries such as China, Japan, and South Korea. These countries are the biggest producers and consumers of electric vehicles in the world. The production of lithium-ion batteries for EVs requires significant quantities of battery raw materials such as lithium, cobalt, nickel, and graphite, contributing to the dominance of Asia-Pacific in the battery raw materials market.
  • According to the data published by the China Association of Automobile Manufacturers (CAAM), in China, approximately 5.4 million battery electric vehicles were sold in 2022, an increase of 83,5 % compared to 2021. In the same year, there was an increase of 151.91% in sales of plugin hybrids to over 1.5 million vehicles in China from a year earlier.
  • According to the data published by the Automobile Inspection & Registration Information Association, Japan (AIRIA), in 2023, the number of electric passenger cars in use in Japan increased to about 162.39 thousand vehicles, which was an increase from 10 years ago.
  • In India, according to Vahan's data, EV sales in March 2023 increased by 82 % Y-o-Y, with 1,39,789 units sold compared to 77,128 EVs sold in March 2022. In total, sales increased by a staggering 157% in the period, from 4,58,746 to 11,80,597 during fiscal year 2022.
  • Therefore, the demand for battery raw materials in the region during the forecast period is expected to be driven by all these market developments.

Battery Raw Material Industry Overview

The battery raw material market is fragmented, with the presence of a few large-sized players and a large number of small players operating. The major players (not in any particular order) include Umicore, Asahi Kasei Corporation, Johnson Matthey, Sumitomo Chemical Co. Ltd, and Mitsubishi Chemical Corporation.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Growing Demand from Consumer Electronics
    • 4.1.2 Rising Application in Automotive Industry
  • 4.2 Restraints
    • 4.2.1 Stringent Safety Regulations for Batteries through Storage and Transportation
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Value)

  • 5.1 By Battery Type
    • 5.1.1 Lead-acid
    • 5.1.2 Lithium-ion
    • 5.1.3 Other Battery Types (Nickel-metal Hydride (NiMH), and Solid-state Batteries)
  • 5.2 By Material
    • 5.2.1 Cathode
    • 5.2.2 Anode
    • 5.2.3 Electrolyte
    • 5.2.4 Separator
  • 5.3 By Application
    • 5.3.1 Consumer Electronics
    • 5.3.2 Automotive
    • 5.3.3 Industrial
    • 5.3.4 Telecommunication
    • 5.3.5 Other Applications (Renewable Energy Storage)
  • 5.4 By Geography
    • 5.4.1 Asia-Pacific
      • 5.4.1.1 China
      • 5.4.1.2 India
      • 5.4.1.3 Japan
      • 5.4.1.4 South Korea
      • 5.4.1.5 Thailand
      • 5.4.1.6 Malaysia
      • 5.4.1.7 Indonesia
      • 5.4.1.8 Vietnam
      • 5.4.1.9 Rest of Asia-Pacific
    • 5.4.2 North America
      • 5.4.2.1 United States
      • 5.4.2.2 Canada
      • 5.4.2.3 Mexico
    • 5.4.3 Europe
      • 5.4.3.1 Germany
      • 5.4.3.2 United Kingdom
      • 5.4.3.3 France
      • 5.4.3.4 Italy
      • 5.4.3.5 Spain
      • 5.4.3.6 Turkey
      • 5.4.3.7 Russia
      • 5.4.3.8 NORDIC
      • 5.4.3.9 Rest of Europe
    • 5.4.4 Rest of the World
      • 5.4.4.1 South America
      • 5.4.4.2 Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) **/ Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Asahi Kasei Corporation
    • 6.4.2 BASF SE
    • 6.4.3 Celgard LLC
    • 6.4.4 ENTEK
    • 6.4.5 ITOCHU Corporation
    • 6.4.6 Johnson Matthey
    • 6.4.7 Mitsubishi Chemical Corporation.
    • 6.4.8 NICHIA CORPORATION
    • 6.4.9 Sumitomo Chemical Co. Ltd
    • 6.4.10 Targray Technology International Inc.
    • 6.4.11 Umicore

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Research and Development in Vanadium Flow Technology in Batteries
  • 7.2 Increasing Demand for Portable Electronics and Consumer Devices