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市場調查報告書
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1636441

北美電動車電池分離器：市場佔有率分析、產業趨勢、成長預測（2025-2030）

North America Electric Vehicle Battery Separator - 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年北美電動車電池隔膜市場規模為7,412萬美元，預計2030年將達1.8429億美元，預測期內（2025-2030年）複合年成長率為19.98%。

北美電動車電池分離器-市場-IMG1

主要亮點

  • 從中期來看，市場預計將受益於電動車的普及和鋰離子電池價格的下降。
  • 相反，圍繞電池的嚴重安全問題對市場擴張構成了潛在挑戰。
  • 然而，電動車電池技術的突破可能為未來市場的成長鋪平道路。
  • 研究期間，美國預計將主導北美電動車電池隔膜市場。

北美電動車電池隔膜市場趨勢

鋰離子電池類型主導市場

  • 隨著電動車的普及，鋰離子電池的產量正在迅速增加。這種勢頭不僅推動創新，也吸引了電池技術的投資。鋰離子電池在加強北美電動車市場和促進向永續交通解決方案過渡方面發揮關鍵作用。
  • 2024年5月，中國電池組件製造商綠新能源材料宣布建設計畫一座鋰離子電池隔膜製造廠。同樣，另一家中國電池製造商Gothion宣布將於2023年投資20億美元在北美伊利諾州曼特諾興建新廠。新工廠將生產40GWh容量的鋰離子電池芯和10GWh電池組。
  • 2024 年 2 月，EnerSys 指定南卡羅來納州格林維爾作為其新的鋰離子電池超級工廠。這項策略決策不僅確定了 EnerSys 的長期成長道路，還強調了其對客製化電池解決方案的奉獻精神。透過調整電池尺寸，EnerSys 旨在減少對海外供應商的依賴。如此大規模的鋰離子電池生產設施將在預測期內增強隔膜市場。
  • 從歷史上看，鋰離子電池價格大幅下降，帶動了對包括隔膜在內的相關零件的需求。根據彭博社NEF報道，2023年鋰離子電池的平均價格為139美元/度，自2014年以來價格大幅下降了五倍。
  • 如上所述，由於價格大幅下降，鋰離子電池迅速普及，電動車電池隔膜市場預計在不久的將來將大幅成長。

美國正在經歷顯著成長

  • 多年來，美國憑藉其緊密一體化的市場，鞏固了其作為世界領先經濟強國之一的地位。美國處於電池技術研究和創新的前沿，特別是鋰離子電池隔膜（LIBS）。
  • 雖然美國進口分離器，但像ENTEK這樣的國內企業正在大步前進。例如，2023 年 3 月，ENTEK 宣布計劃在印第安納州特雷霍特佔地 340 英畝的土地上建造一座耗資 15 億美元的生產設施，並計劃於 2027 年開始營運。
  • 2023年11月，美國政府承諾投資最多35億美元，以強化美國國內電池製造業。這項投資是《基礎設施法案》的一部分，該法案旨在加強先進電池及其原料的生產，並使美國成為快速成長的電動車電池隔離膜市場的主要企業。
  • 此外，旭化成公司於2023年10月透露，計劃在美國投資約2.64億美元，安裝鋰離子電池隔膜塗佈設備。這些努力將支持未來幾年電動車電池隔膜市場的成長。
  • 根據國際能源總署（IEA）預測，2023年美國電動車銷量將達到約139萬輛，與前一年同期比較增加40%。電動車銷量的成長預計將在不久的將來增加對電池和正極等相關零件的需求。
  • 基於這些趨勢，北美電動車電池隔膜市場預計在未來幾年將經歷快速成長。

北美電動汽車電池隔膜產業概況

北美電動車電池隔膜市場適度細分，參與企業眾多。主要參與企業（排名不分先後）包括旭化成株式會社、住友商事株式會社、Entek International LLC、SK Innovation 和 Coperion GmbH。

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 (EV) 產量增加
      • 鋰離子電池價格下降
    • 抑制因素
      • 電池安全嚴重擔憂
  • 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
    • 鉛酸
    • 鋰離子
    • 其他
  • 材料
    • 聚丙烯
    • 聚乙烯
    • 其他
  • 地區
    • 美國
    • 加拿大
    • 其他北美地區

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
    • Asahi Kasei Corp.
    • Sumitomo Corporation
    • Entek International LLC
    • Coperion GmbH
    • SK Innovation Co Ltd
    • MIRWEC Coating
    • Toray Industries
    • Celgard
  • 市場排名分析
  • 其他知名公司名單

第7章 市場機會及未來趨勢

  • 電動車電池技術的進步
簡介目錄
Product Code: 50003708

The North America Electric Vehicle Battery Separator Market size is estimated at USD 74.12 million in 2025, and is expected to reach USD 184.29 million by 2030, at a CAGR of 19.98% during the forecast period (2025-2030).

North America Electric Vehicle Battery Separator - Market - IMG1

Key Highlights

  • In the medium term, the market is poised to benefit from the rising adoption of electric vehicles and the decreasing prices of lithium-ion batteries.
  • Conversely, stringent safety concerns surrounding batteries pose a potential challenge to the market's expansion.
  • However, breakthroughs in electric vehicle battery technology could pave the way for future market growth.
  • During the study period, the United States is projected to dominate North America's Electric Vehicle Battery Separator market.

North America Electric Vehicle Battery Separator Market Trends

Lithium-ion battery type to Dominate the Market

  • The rising adoption of electric vehicles drives a corresponding surge in lithium-ion battery production. This momentum not only fuels innovation but also attracts investments in battery technology. It highlights the crucial role lithium-ion batteries play in strengthening North America's electric vehicle market and advancing the broader transition to sustainable transportation solutions.
  • In May 2024, Green New Energy Materials, a battery component manufacturer from China, unveiled plans for a USD 140 million lithium-ion battery separator manufacturing facility in Denver, North Carolina. In a similar vein, Gotion, another China-based battery manufacturer, declared in 2023 an investment of USD 2 billion for a new factory in Manteno, Illinois, North America. This new facility is set to produce lithium-ion battery cells with a capacity of 40 GWh and battery packs of 10 GWh.
  • In February 2024, EnerSys pinpointed Greenville, South Carolina, for its new lithium-ion cell gigafactory, a move aimed at enhancing United States battery production. This strategic decision not only signals a substantial long-term growth avenue for EnerSys but also emphasizes its dedication to customizing battery solutions. By adjusting cell sizes, EnerSys aims to diminish its dependence on foreign suppliers. Such expansive lithium-ion battery production units are poised to bolster the separator market during the forecast period.
  • Historically, lithium-ion battery prices have seen a notable decline, subsequently boosting the demand for related components, including separators. Bloomberg NEF reported that in 2023, the average price of lithium-ion batteries was USD 139 USD/KWh, marking a remarkable fivefold price drop since 2014.
  • Thus, with the swift adoption of lithium-ion batteries driven by plummeting prices, the electric vehicle battery separator market stands to gain significantly in the foreseeable future.

United States to Witness Significant Growth

  • Over the years, the United States has solidified its position as one of the world's leading economies, thanks to its tightly integrated markets. The United States stands at the forefront of research and innovation in battery technology, notably in Lithium-ion Battery separators (LIBS).
  • While the United States does import separators, domestic companies like ENTEK are making significant strides. For example, in March 2023, ENTEK unveiled plans for a USD 1.5 billion production facility on a sprawling 340-acre site in Terre Haute, Indiana, with operations set to commence by 2027.
  • In November 2023, the United States government pledged an investment of up to USD 3.5 billion to bolster the nation's domestic battery manufacturing sector. This investment, part of the Infrastructure law, aims to enhance the production of advanced batteries and their raw materials, positioning the United States as a key player in the burgeoning electric vehicle battery separator market.
  • Moreover, in October 2023, Asahi Kasei revealed plans to invest around USD 264 million in the United States to set up coating equipment for lithium-ion battery separators, targeting a 2026 operational date. Such initiatives are poised to fuel the growth of the electric vehicle battery separator market in the coming years.
  • According to the International Energy Agency, the United States saw electric vehicle sales reach approximately 1.39 million in 2023, marking a 40% surge from the previous year. This uptick in electric vehicle sales is set to drive demand for batteries and related components, like cathodes, in the near future.
  • Given these trends, the North American Electric Vehicle Battery Separator Market is poised for rapid growth in the coming years.

North America Electric Vehicle Battery Separator Industry Overview

The North America electric vehicle battery separator market is moderately fragmented, with several players. Some of the major players (not in particular order) include Asahi Kasei Corp., Sumitomo Corporation, Entek International LLC, SK Innovation Co Ltd and Coperion GmbH.

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 The Increasing Electric Vehicle (EV) Production
      • 4.5.1.2 Declining Lithium-ion Battery Prices
    • 4.5.2 Restraints
      • 4.5.2.1 Strict Safety Concerns for Batteries
  • 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 Lead Acid
    • 5.1.2 Lithium-ion
    • 5.1.3 Other Battery Types
  • 5.2 Material
    • 5.2.1 Polypropylene
    • 5.2.2 Polyethylene
    • 5.2.3 Other Materials Types
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North America

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 Asahi Kasei Corp.
    • 6.3.2 Sumitomo Corporation
    • 6.3.3 Entek International LLC
    • 6.3.4 Coperion GmbH
    • 6.3.5 SK Innovation Co Ltd
    • 6.3.6 MIRWEC Coating
    • 6.3.7 Toray Industries
    • 6.3.8 Celgard
  • 6.4 Market Ranking Analysis
  • 6.5 List of Other Prominent Companies

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Advancements in electric vehicle battery technology