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1636476

歐洲電動車電池電解：市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

Europe Electric Vehicle Battery Electrolyte - 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年歐洲電動車電池電解市場規模為5.7億美元，2030年達9.7億美元，預測期間（2025-2030年）複合年成長率為11.39%。

歐洲電動車電池電解液-市場-IMG1

主要亮點

  • 從中期來看，全部區域電動車滲透率的提高和電池技術的進步預計將在預測期內推動電動車電池電解市場的需求。
  • 另一方面，固體電解質的技術挑戰可能會嚴重抑制電動車電池電解質市場的成長。
  • 提高電池性能、安全性和壽命的電解配方創新將在不久的將來為電動汽車電池電解市場創造巨大的成長機會，特別是高性能或遠距電動車。
  • 由於電動車滲透率不斷上升，預計德國將在預測期內成為歐洲電動車電池電解市場成長最快的國家。

歐洲電動車電池電解市場趨勢

鋰離子電池類型大幅成長

  • 歐洲電動車電池電解市場是電動車（EV）供應鏈的重要組成部分，與電動車主要能源儲存解決方案鋰離子電池的生產密切相關。由於更嚴格的排放法規、政府獎勵和環保意識的增強，歐洲電動車的使用量顯著增加。這些因素極大地推動了該全部區域對鋰離子電池以及電池電解的需求。
  • 鋰離子電池因其高能量密度、長循環壽命和相對較低的自放電率而備受推崇，這使得它們對電動車市場至關重要。鋰離子電池定價對電動車的整體成本有重大影響。電解起著至關重要的作用，直接影響電池的價格。
  • 例如，根據彭博社NEF報道，2023年電池價格將與前一年同期比較%，至139美元/kWh。隨著技術的不斷進步和製造最佳化，電池組價格預計到2025年將進一步降至113美元/kWh，到2030年將進一步降至80美元/kWh。由於製造效率提高、原料批量採購和供應鏈合理化，鋰離子電池產量擴大，預計電池電解的單價在預測期內也將下降。
  • 此外，隨著電動車產業尋求更高的能量密度、更快的充電速度、更長的生命週期和更高的安全性，鋰離子電池技術正在不斷發展以滿足這些需求。最近，主要企業已採取多項措施來推進鋰離子電池技術。
  • 例如，2023年11月，東芝公司宣布推出一款創新鋰離子電池，採用無鈷、5V級高電位正極材料。這種多功能電池應用廣泛，從電動工具到電動車。東芝公司的先進陰極顯著減少了析氣，特別是與標準高導電性電解一起使用時。這些進步可能會在短期內增強對複雜鋰離子電池以及電動車電池電解的需求。
  • 此外，主要電池製造商正在增加歐洲的產能，以滿足電動車不斷成長的需求，進而推動電解市場的發展。 2023年11月，英國政府宣布將投資5,000萬英鎊（6,300萬美元）加強電動車電池供應鏈。我們的電池策略持續到 2030 年，致力於為零排放汽車、電池及其供應鏈提供專門支持，包括新資本和研發資金。這些努力預計將增加鋰離子電池的產量，並進而增加預測期內對電動車電解的需求。
  • 總之，這些措施和創新將擴大歐洲鋰離子電池的生產，並增加未來幾年電動車電池電解的需求。

德國正在經歷顯著的成長

  • 德國是歐洲最大的汽車市場，在電動車 (EV) 的採用方面處於領先地位，超過了該地區其他主要國家。綠色能源措施和嚴格的環境法規正在加速電動車的普及。由於電動車的引進量迅速增加，對電動車電池電解等重要零件的需求不斷增加。
  • 近年來，由於消費者需求的成長、環保意識的增強以及稅額扣抵和退稅等政府激勵措施，德國電動車的銷量大幅成長。隨著電動車越來越普及，對鋰離子電池及其高品質電解的需求也迅速增加。
  • 根據國際能源總署 (IEA) 的數據，德國電動車銷量總計 70 萬輛，與 2022 年的數字相當，但比 2019 年成長了 5.5 倍。部分得益於政府的支持措施，電動車銷量預計在未來幾年將增加。
  • 德國在汽車製造和電池製造領域佔據主導地位，正在大力投資研發，以提高電池效率和性能。先進的電池電解配方預計將成為該國電動車電池創新的核心焦點，因為它們對於提高電池壽命、安全性和能量密度至關重要。
  • 一項引人注目的進展是，VARTA主導的由 15 家公司和大學研究人員組成的聯盟於 2024 年 5 月宣布了突破性的鈉離子電池技術。他們的目標是為電動車和其他應用開發高性能、經濟高效且環保的電池，計劃完成目標定於 2027 年中期。這些進步預計將推動該地區對先進電動車電池及其電解的需求。
  • 隨著業界轉向以其卓越的能量密度和安全性而聞名的固體電池，對新型電解質的需求不斷成長。最近，簽署了幾項協議，以滿足汽車領域對電池快速成長的需求。
  • 例如，2024年7月，大眾集團電池部門Powerco與QuantumScape建立夥伴關係，將尖端固體鋰金屬電池技術商業化。一旦 QuantumScape 達到某些技術基準，它將授權 PowerCo 基於其專有平台大規模生產電池。這種夥伴關係將增加對固體電池的需求，並確保生產所需電解的穩定供應。
  • 鑑於這些發展，德國電動車產量顯然正在上升，並且對電動車電池電解的需求預計在不久的將來將進一步增加。

歐洲電動汽車電池電解液產業概況

歐洲電動車電池電解市場溫和。主要參與企業（排名不分先後）包括3M公司、BASF、三菱化學集團公司、塔格雷科技國際公司、NEI公司等。

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
  • 2029年之前的市場規模與需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 電動車的擴張
      • 電池技術的進步
    • 抑制因素
      • 固體電解質的技術問題
  • 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
  • 電解質類型
    • 液體電解質
    • 凝膠電解質
    • 固體電解質
  • 地區
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙
    • 北歐的
    • 俄羅斯
    • 土耳其
    • 歐洲其他地區

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
    • 3M Company
    • BASF Corporation
    • LG Chem Ltd
    • Mitsubishi Chemical Group
    • Panasonic Holdings Corporation
    • Solvay SA
    • Asahi Kasei America, Inc.
    • Targray Technology International Inc
    • Dongwha Electrolyte Co.,Ltd.
    • Samsung SDI
    • NEI corporation
  • 其他知名公司名單
  • 市場排名分析

第7章 市場機會及未來趨勢

  • 電解液配方的創新
簡介目錄
Product Code: 50003743

The Europe Electric Vehicle Battery Electrolyte Market size is estimated at USD 0.57 billion in 2025, and is expected to reach USD 0.97 billion by 2030, at a CAGR of 11.39% during the forecast period (2025-2030).

Europe Electric Vehicle Battery Electrolyte - Market - IMG1

Key Highlights

  • Over the medium term, the growing adoption of electric vehicles and advancements in battery technology across the region are expected to drive the demand for the electric vehicle battery electrolyte market during the forecast period.
  • On the other hand, the technological challenges in Solid-State electrolytes can significantly restrain the growth of the electric vehicle battery electrolyte market.
  • Nevertheless, the innovation in electrolyte formulations that improve battery performance, safety, and lifespan, particularly for high-performance or long-range EVs creates significant growth opportunities in the electric vehicle battery electrolyte market in the near future.
  • Germany is anticipated to be the fastest-growing country in the European electric vehicle battery electrolyte market during the forecast period due to rising EV adoption.

Europe Electric Vehicle Battery Electrolyte Market Trends

Lithium-Ion Batteries Type to Witness Significant Growth

  • The European EV battery electrolyte market is a pivotal segment of the electric vehicle (EV) supply chain, intricately linked to the production of lithium-ion batteries, the primary energy storage solution for EVs. Europe has seen a notable uptick in electric vehicle adoption, spurred by stringent emissions regulations, government incentives, and heightened environmental consciousness. These elements are driving a pronounced demand for lithium-ion batteries and, by extension, battery electrolytes throughout the region.
  • Lithium-ion batteries are indispensable to the EV market, prized for their high energy density, extended cycle life, and relatively low self-discharge rate. The pricing of lithium-ion batteries significantly influences the overall cost of electric vehicles. Given their pivotal role, electrolytes directly impact battery pricing.
  • For example, a Bloomberg NEF report highlighted that in 2023, battery prices fell to USD 139/kWh, marking a 13% drop from the prior year. With ongoing technological advancements and manufacturing optimizations, projections suggest battery pack prices will further decline to USD 113/kWh by 2025 and USD 80/kWh by 2030. As lithium-ion battery production ramps up-thanks to enhanced manufacturing efficiencies, bulk raw material procurement, and streamlined supply chains-the per-unit cost of battery electrolytes is also expected to decrease during the forecast period.
  • Additionally, as the EV industry demands higher energy densities, quicker charging, extended life cycles, and enhanced safety, lithium-ion battery technology is evolving to meet these needs. Recently, top EV battery firms have embarked on multiple initiatives to advance lithium-ion battery technology.
  • For instance, in November 2023, Toshiba Corporation introduced an innovative lithium-ion battery featuring a cobalt-free, 5V-class high-potential cathode material. This versatile battery finds applications ranging from power tools to electric vehicles. Significantly, Toshiba's advanced cathode, especially when used with a standard high-conductivity electrolyte, shows a notable decrease in gas generation. Such advancements are poised to bolster the demand for sophisticated lithium-ion batteries and, consequently, EV battery electrolytes in the foreseeable future.
  • Furthermore, leading battery manufacturers are ramping up production capacities in Europe, responding to the surging EV demand and, in turn, propelling the electrolyte market. In November 2023, the UK government announced a GBP 50 million (USD 63 million) investment to fortify the EV battery supply chain, emphasizing lithium-ion batteries. The Battery Strategy, extending to 2030, promises dedicated support for zero-emission vehicles, batteries, and their supply chains, including fresh capital and R&D funding. Such initiatives are anticipated to boost lithium-ion battery production and, subsequently, the demand for EV battery electrolytes during the forecast period.
  • In conclusion, these initiatives and innovations are set to amplify lithium-ion battery production in Europe and elevate the demand for EV battery electrolytes in the coming years.

Germany to Witness Significant Growth

  • Germany, the largest automotive market in Europe, is at the forefront of electric vehicle (EV) adoption, outpacing other major countries in the region. The nation's commitment to green energy, coupled with stringent environmental regulations, has accelerated the uptake of EVs. This surge in EV adoption has, in turn, heightened the demand for essential components, notably EV battery electrolytes.
  • In recent years, Germany has seen a notable uptick in EV sales, driven by heightened consumer demand, growing environmental consciousness, and government incentives like tax credits and rebates. As EV adoption has surged, so too has the demand for lithium-ion batteries and their high-quality electrolytes.
  • According to the International Energy Agency (IEA), Germany recorded sales of 0.7 million electric vehicles, matching 2022's figures but representing a 5.5-fold leap from 2019. With the government rolling out supportive policies, EV sales are poised to climb in the coming years.
  • As a dominant player in both automotive and battery manufacturing, Germany is channeling substantial investments into R&D, aiming to bolster battery efficiency and performance. Given that advanced battery electrolyte formulations are pivotal for enhancing battery life, safety, and energy density, they are set to be a central focus of innovation in the nation's EV batteries.
  • In a notable development, a consortium of 15 companies and university researchers, spearheaded by VARTA, introduced groundbreaking sodium-ion battery technology in May 2024. Their ambition is to develop high-performance, cost-effective, and environmentally friendly batteries for EVs and other applications, with a project completion target set for mid-2027. Such advancements are anticipated to boost the demand for sophisticated EV batteries and, by extension, their electrolytes in the region.
  • As the industry pivots towards solid-state batteries, heralded for their superior energy density and safety, there's an emerging need for novel electrolytes. Recently, multiple agreements have been inked to cater to the burgeoning demand for these batteries in the automotive realm.
  • For example, in July 2024, Volkswagen Group's battery arm, Powerco, entered into a partnership with QuantumScape to commercialize its state-of-the-art solid-state lithium-metal battery technology. Upon achieving certain technical benchmarks, QuantumScape is poised to grant PowerCo a license for mass-producing batteries based on its proprietary platform. Such collaborations are set to amplify the demand for solid-state batteries and ensure a consistent supply of electrolytes for their production.
  • Given these developments, it's evident that Germany's EV production is on an upward trajectory, further fueling the demand for EV battery electrolytes in the foreseeable future.

Europe Electric Vehicle Battery Electrolyte Industry Overview

The Europe Electric Vehicle Battery Electrolyte market is moderated. Some of the key players (not in particular order) are 3M Company, BASF Corporation, Mitsubishi Chemical Group, Targray Technology International Inc, NEI corporation, 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, 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 Adoption of Electric Vehicles
      • 4.5.1.2 Advancements in Battery Technology
    • 4.5.2 Restraints
      • 4.5.2.1 Technological Challenges in Solid-State Electrolytes
  • 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 Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Others
  • 5.2 Electrolyte Type
    • 5.2.1 Liquid Electrolyte
    • 5.2.2 Gel Electrolyte
    • 5.2.3 Solid Electrolyte
  • 5.3 Geography
    • 5.3.1 Germany
    • 5.3.2 France
    • 5.3.3 United Kingdom
    • 5.3.4 Italy
    • 5.3.5 Spain
    • 5.3.6 NORDIC
    • 5.3.7 Russia
    • 5.3.8 Turkey
    • 5.3.9 Rest of Europe

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 3M Company
    • 6.3.2 BASF Corporation
    • 6.3.3 LG Chem Ltd
    • 6.3.4 Mitsubishi Chemical Group
    • 6.3.5 Panasonic Holdings Corporation
    • 6.3.6 Solvay SA
    • 6.3.7 Asahi Kasei America, Inc.
    • 6.3.8 Targray Technology International Inc
    • 6.3.9 Dongwha Electrolyte Co.,Ltd.
    • 6.3.10 Samsung SDI
    • 6.3.11 NEI corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Innovation in Electrolyte Formulations