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市場調查報告書
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1636275

亞太地區電動汽車電池材料：市場佔有率分析、產業趨勢、成長預測（2025-2030）

Asia Pacific Electric Vehicle Battery Materials - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年亞太地區電動車電池材料市場規模為191.3億美元，2030年將達362.1億美元，預測期內（2025-2030年）複合年成長率為13.61%。

亞太地區電動汽車電池材料-市場-IMG1

主要亮點

  • 從中期來看，電動車（EV）銷量的成長以及政府法規和舉措預計將在預測期內推動對電動車電池材料的需求。
  • 相反，由於可靠性和成本效益，人們越來越偏好傳統汽車，這給電動車及其電池的銷售帶來了挑戰。
  • 然而，電池技術的突破，具有更高的能量密度、更快的充電速度、更高的安全性和更長的使用壽命等特點，為參與企業帶來了巨大的商機。
  • 在電動車快速普及的推動下，印度預計將成為預測期內亞太地區電動車電池材料市場成長最快的地區。

亞太地區電動汽車電池材料市場趨勢

鋰離子電池類型主導市場

  • 電動車（EV）鋰離子電池產量的不斷增加對電池材料市場產生了重大影響。電池產量的激增正在推動鋰需求的大幅成長。該地區鋰的發現對原料成本產生了重大影響。
  • 主要市場相關人員正在投資鋰蘊藏量和研發，以提高鋰離子電池產量並滿足對電池原料日益成長的需求。這些蘊藏量的不斷發現有助於長期壓低鋰離子電池的價格。
  • 例如，2023年電池價格定為139美元/kWh時，降幅超過13%。預計，由於技術進步和製造改進，電池組的價格將在 2025 年降至 113 美元/kWh，到 2030 年降至 80 美元/kWh。
  • 此外，為了因應日益成長的環境問題，亞太地區各國政府正積極支持電動車鋰離子電池的生產。出於對實現淨零碳排放的強烈興趣，這些政府推出了多項舉措來提高鋰離子電池的產量，以滿足電動車需求的激增。
  • 例如，2023年12月，韓國宣布未來五年投資290億美元的計劃，以加強其電池產業，重點是電動車電池。該策略包括實現電池供應鏈多元化以及為韓國大公司提供稅收優惠。我們正在幫助這些公司向海外擴張，以獲得重要電池材料的採礦權。這些措施不僅旨在擴大作為清潔能源替代品的鋰離子電池的生產，而且會在短期內增加對電池材料的需求。
  • 此外，鋰​​離子電池價格下跌，加上需求激增和新生產工廠的建立，正在增強該地區對電池原料的需求。近年來，世界各地的主要企業啟動了旨在擴大該地區電動車鋰離子電池生產的計劃。
  • 例如，2024年2月，BMW宣布計畫在泰國羅勇興建新電池工廠。此舉預計將加強該國的電池和供應鏈。 BMW希望泰國成為重要的電動車電池出口基地，並更廣泛地服務亞太市場。這些舉措預計將在未來幾年提高泰國的電池產量並增加對鋰離子電池材料的需求。
  • 鑑於這些發展，很明顯，鋰離子電池的生產將會進步，對電動車電池材料的需求將迅速增加。

印度正在經歷顯著的成長

  • 印度在電動車（EV）電池材料領域佔有重要地位。該國正在策略性地提高電池製造能力，同時確保基本材料的穩定供應。
  • 近年來，印度已成為該地區電動車生產格局的主導力量。例如，根據國際能源總署（IEA）的報告，2023年印度電動車銷量將達到8.2萬輛，比2022年躍升70.8%，比2019年成長驚人的119倍。隨著政府推出多項措施和計劃，電動車銷售的勢頭可能會持續下去。
  • 印度致力於確保鋰、鈷和鎳等關鍵材料的穩定和道德的供應。然而，這項舉措面臨重大挑戰。為了應對原料挑戰，印度正在利用國內蘊藏量並建立國際夥伴關係。印度的重點是利用其礦產資源來滿足電動車電池材料需求的激增。
  • 一項值得注意的進展是，印度地質調查局 (GSI) 於 2023 年 2 月在查謨和克什米爾的 Salal-Haimana 地區發現了鋰蘊藏量估計為 590 萬噸。鋰是非鐵金屬，在電池能源儲存系統和電動車應用中發揮至關重要的作用。這項發現滿足了電動車對鋰快速成長的需求，並使我們能夠在可預見的未來提高電動車電池材料的產量。
  • 印度領先的電動車製造商正在提高電池產能，以滿足快速成長的電動車需求，這需要在基礎設施和技術方面進行大量投資。
  • Ola Electric 於 2024 年 7 月宣布，將在泰米爾納德邦超級工廠的早期階段投資 1 億美元，這是一項重大舉措。該工廠將生產國產鋰離子電池。 Ola Electric 的戰略目標是在明年初之前轉向生產自己的電池，擺脫目前在韓國和中國的供應商。此類大膽的投資不僅將加速電動車鋰離子電池的生產，還將增加該地區對電動車電池材料的需求。
  • 這些發展預計將顯著增加電動車電池的產量，並且對電動車電池材料的需求預計在未來幾年將激增。

亞太地區電動汽車電池材料產業概況

亞太地區電動汽車電池材料市場較為分散。主要參與企業（排名不分先後）包括BASF公司、三菱化學集團公司、宇部株式會社、優美科公司和住友化學公司。

其他好處

  • 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

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 至2029年市場規模及需求預測（單位：十億美元）
  • 最新趨勢和發展
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 電動車銷量成長
      • 政府扶持措施及措施
    • 抑制因素
      • 對傳統汽車的依賴
  • 供應鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代產品/服務的威脅
    • 競爭公司之間的敵對關係
  • 投資分析

第5章市場區隔

  • 電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 其他
  • 材料
    • 正極
    • 負極
    • 電解
    • 分隔符
    • 其他
  • 地區
    • 中國
    • 印度
    • 澳洲
    • 日本
    • 韓國
    • 馬來西亞
    • 泰國
    • 印尼
    • 越南
    • 其他亞太地區

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • Sumitomo Chemical Co., Ltd.
    • BASF SE
    • Mitsubishi Chemical Group Corporation
    • UBE Corporation
    • Umicore SA
    • Contemporary Amperex Technology Co. Limited
    • Nichia Corporation
    • ENTEK International LLC
    • LG Chem
    • Kureha Corporation
  • 其他知名公司名單
  • 市場排名/佔有率分析

第7章 市場機會及未來趨勢

  • 電池技術的進步
簡介目錄
Product Code: 50003562

The Asia Pacific Electric Vehicle Battery Materials Market size is estimated at USD 19.13 billion in 2025, and is expected to reach USD 36.21 billion by 2030, at a CAGR of 13.61% during the forecast period (2025-2030).

Asia Pacific Electric Vehicle Battery Materials - Market - IMG1

Key Highlights

  • Over the medium term, growing electric vehicle (EV) sales and supportive government policies and regulations are expected to drive the demand for electric vehicle battery materials during the forecast period.
  • Conversely, the widespread preference for conventional vehicles, attributed to their reliability and cost-effectiveness, poses a challenge to the sales of electric vehicles and their batteries.
  • However, breakthroughs in battery technology-boasting features like enhanced energy density, quicker charging, heightened safety, and extended lifespans-are set to unlock substantial opportunities for players in the electric vehicle battery materials market.
  • Driven by surging electric vehicle adoption, India is poised to lead as the fastest-growing region in Asia Pacific's electric vehicle battery materials market during the forecast period.

Asia Pacific Electric Vehicle Battery Materials Market Trends

Lithium-Ion Battery Type Dominate the Market

  • The growing production of lithium-ion batteries for electric vehicles (EVs) has notably influenced the battery materials market. This surge in battery production has driven a marked increase in lithium demand. Discoveries of lithium in the region have a pronounced effect on raw material costs.
  • Key market players are channeling investments into lithium reserves and R&D, aiming to boost lithium-ion battery production and meet the escalating demand for battery raw materials. Ongoing discoveries of these reserves have been instrumental in driving down lithium-ion battery prices over time.
  • For instance, battery prices saw a dip in 2023, settling at USD 139/kWh, marking a decline of over 13%. With the current trajectory of technological advancements and manufacturing improvements, projections suggest battery pack prices could further drop to USD 113/kWh by 2025 and USD 80/kWh by 2030.
  • Moreover, in response to escalating environmental concerns, governments in the Asia Pacific are actively championing lithium-ion battery production for EVs. With a keen focus on achieving net-zero carbon emissions, these governments have launched multiple initiatives to boost lithium-ion battery production, catering to the surging EV demand.
  • For instance, in December 2023, South Korea unveiled a USD 29 billion investment plan over the next five years to bolster its battery industry, with a spotlight on EV batteries. The strategy includes diversifying battery supply chains and providing tax incentives to major South Korean firms. These firms are being supported in their overseas ventures to secure mining rights for essential battery materials. Such initiatives are poised to not only amplify lithium-ion battery production as a clean energy alternative but also escalate the demand for battery materials in the foreseeable future.
  • Additionally, the declining prices of lithium-ion batteries, coupled with a surging demand and the establishment of new production plants, are bolstering the demand for battery raw materials in the region. In recent years, top global firms have embarked on projects aimed at boosting lithium-ion battery production for EVs in the region.
  • For instance, in February 2024, BMW unveiled plans for a new battery factory in Rayong, Thailand. This move is anticipated to bolster the nation's battery supply chains. BMW envisions Thailand as a pivotal export hub for its EV batteries, catering to the broader Asia Pacific market. Such undertakings are set to expedite battery production in Thailand and heighten the demand for lithium-ion battery materials in the years to come.
  • Given these developments, it's clear that advancements in lithium-ion battery production and the surging demand for EV battery materials will continue to grow in the coming years.

India to Witness Significant Growth

  • India is positioning itself as a key player in the electric vehicle (EV) battery materials arena. The nation is strategically bolstering its battery manufacturing capabilities while ensuring a steady supply of essential materials.
  • In recent years, India has emerged as a dominant force in the regional EV production landscape. For instance, the International Energy Agency (IEA) reported that in 2023, India sold 82,000 electric vehicles, marking a 70.8% surge from 2022 and an astonishing 119-fold increase since 2019. With the government launching several initiatives and projects, the momentum in EV sales is set to continue its upward trajectory.
  • India is placing a strong emphasis on ensuring a consistent and ethical supply of vital materials such as lithium, cobalt, and nickel. This endeavor, however, poses significant challenges. To tackle the raw material conundrum, India is delving into its domestic reserves and forging international partnerships. The nation's focus remains on harnessing its mineral wealth to cater to the surging demand for EV battery materials.
  • In a notable development, the Geological Survey of India (GSI) unearthed lithium reserves estimated at 5.9 million tonnes in the Salal-Haimana region of Jammu and Kashmir in February 2023. Lithium, a non-ferrous metal, plays a pivotal role in battery energy storage systems and EV applications. This discovery is poised to satiate the burgeoning lithium demand for EVs and bolster EV battery material production in the foreseeable future.
  • Leading Indian EV manufacturers are ramping up their battery production capabilities to align with the surging EV demand, necessitating substantial investments in both infrastructure and technology.
  • In a significant move, Ola Electric, in July 2024, unveiled a USD 100 million investment for the initial phase of its gigafactory in Tamil Nadu. This facility is set to produce indigenous lithium-ion batteries. Ola Electric's strategic goal is to transition to its battery cells by early next year, moving away from its current suppliers in Korea and China. Such a bold investment is poised to not only expedite lithium-ion battery production for EVs but also amplify the demand for EV battery materials in the region.
  • Given these developments, the trajectory of battery production for EVs is set for a significant boost, leading to a pronounced surge in demand for EV battery materials in the coming years.

Asia Pacific Electric Vehicle Battery Materials Industry Overview

Asia Pacific's electric vehicle battery materials market is fragmented. Some key players (not in particular order) are BASF SE, Mitsubishi Chemical Group Corporation, UBE Corporation, Umicore SA, Sumitomo Chemical Co., Ltd., among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Growing Electric Vehicle Sales
      • 4.5.1.2 Supportive Government Policies and Regulations
    • 4.5.2 Restraints
      • 4.5.2.1 Dependence on Conventional Vehicle
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-Acid Battery
    • 5.1.3 Others
  • 5.2 Material
    • 5.2.1 Cathode
    • 5.2.2 Anode
    • 5.2.3 Electrolyte
    • 5.2.4 Separator
    • 5.2.5 Others
  • 5.3 Geography
    • 5.3.1 China
    • 5.3.2 India
    • 5.3.3 Australia
    • 5.3.4 Japan
    • 5.3.5 South Korea
    • 5.3.6 Malaysia
    • 5.3.7 Thailand
    • 5.3.8 Indonesia
    • 5.3.9 Vietnam
    • 5.3.10 Rest of Asia-Pacific

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Sumitomo Chemical Co., Ltd.
    • 6.3.2 BASF SE
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 UBE Corporation
    • 6.3.5 Umicore SA
    • 6.3.6 Contemporary Amperex Technology Co. Limited
    • 6.3.7 Nichia Corporation
    • 6.3.8 ENTEK International LLC
    • 6.3.9 LG Chem
    • 6.3.10 Kureha Corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Advancements in Battery Technology