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1636477

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

Asia Pacific 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 年亞太地區電動車電池電解市場規模為 34.8 億美元，到 2030 年將達到 58.4 億美元，預測期內（2025-2030 年）的複合年成長率為 10.88%。

亞太地區電動汽車電池電解質市場-IMG1

主要亮點

  • 從中期來看，預計預測期內全部區域電動車的普及率不斷提高和電池技術的進步將推動電動車電池電解市場的需求。
  • 另一方面，固體電解的技術挑戰可能會嚴重抑制電動車電池電解市場的成長。
  • 然而，電解配方的技術創新可以提高電池的性能、安全性和壽命，特別是對於高性能或遠距電動車，為電動車電池電解市場在不久的將來創造巨大的成長機會。
  • 由於電動車的普及，預計預測期內印度將成為亞太地區成長最快的電動車電池電解市場。

亞太地區電動汽車電池電解市場趨勢

鋰離子電池類型成長強勁

  • 亞太地區電動車電池電解市場在電動車 (EV) 供應鏈中發揮至關重要的作用，並與電動車主要能源儲存解決方案鋰離子電池的生產直接相關。在嚴格的排放法規、政府獎勵和日益增強的環保意識的推動下，該地區的電動車普及率顯著增加。這些因素正在推動對鋰離子電池的需求並增加對電池電解的需求。
  • 鋰離子電池是電動車生態系統的核心，因其高能量密度、長循環壽命和低自放電率而受到重視。鋰離子電池的成本在決定電動車整體價格方面起著至關重要的作用，而電解是直接影響這些電池成本的關鍵部件。
  • 例如，彭博新能源財經的報告預測，2023年電池價格將與前一年同期比較減13%至139美元/度。持續的技術進步和製造最佳化預計將推動電池組價格進一步下降，到 2025 年降至 113 美元/千瓦時，到 2030 年降至 80 美元/千瓦時。由於製造效率的提高、原料的批量採購和供應鏈的簡化，鋰離子電池產量不斷擴大，預計預測期內電池電解的單位成本將下降。
  • 此外，對鋰離子電池的持續研究和開發正在產生新的電解配方，從而提高電池的性能、安全性和使用壽命。最近，全國各地的領先實驗室一直在開發用於鋰離子電動車電池的先進電解溶液。
  • 2024 年 7 月，香港科技大學（HKUST）的研究人員與多所亞洲大學合作，在固態電池技術上取得突破，成為頭條新聞。他們展示了專為鋰金屬電池 (LMB) 客製化的最先進的固體電解(SSE)，展示了安全性和性能的顯著進步。預計這些突破將在預測期內推動電動車高性能鋰離子電池的需求。
  • 此外，領先的電池製造商正在提高其在亞太地區的生產能力，以滿足對電動車不斷成長的需求，從而促進電解市場的發展。例如，BMW於2024年2月宣布計畫在泰國羅勇府建立新的電池工廠。 BMW計畫將泰國打造為亞太地區電動車電池的戰略出口基地，進一步加強其電動車鋰離子電池的供應。這些措施將在未來幾年促進鋰離子電池的生產，從而在預測期內增加對電動車電池電解的需求。
  • 總而言之，這些努力和技術創新不僅有望增加該地區的鋰離子電池產量，而且還將在未來幾年推動電動車電池電解的需求。

印度可望主導市場

  • 印度正迅速崛起成為亞太電動車（EV）市場的主要企業。尤其是政府在「加快混合動力汽車和電動車的普及和生產」（FAME）計劃下制定的雄心勃勃的電動車普及目標，為包括電解在內的電動車電池市場的成長創造了肥沃的環境。培育了以下內容。
  • 近年來，由於消費者需求不斷成長、環保意識不斷增強以及稅額扣抵和退稅等政府激勵措施，印度的電動車銷量大幅增加。電動車普及率的激增刺激了對鋰離子電池和高階電池電解的需求增加。
  • 例如，根據國際能源總署（IEA）的報告，2023年電動車銷量將達到8.2萬輛，較2022年成長70.8%，較2019年成長驚人的119倍。在一系列政府支持政策的推動下，未來幾年電動車銷售量預計將進一步成長。
  • 隨著業界將重點轉向據稱具有更高能量密度和安全性的固態電池，預計對新型電解的需求將會增加。最近，多家公司簽署協議，以滿足汽車領域對固態電池日益成長的需求。
  • 例如，2023年10月，出光興產株式會社（出光）和豐田汽車公司宣佈建立合作關係，旨在開拓固體電解的量產技術。兩家公司的合作旨在提高生產力並為電池電動車（BEV）建立有彈性的供應鏈。展望未來，兩家公司的宏偉目標是在 2027-28 年實現這些電池的商業化部署，為此後的大規模量產鋪平道路。這些努力將在預測期內提振對固態電池的需求，並確保電動車電池生產的電解穩定供應。
  • 此外，印度政府正在積極支持電動車（EV）運動並推動國內電池製造。該策略包括為電動車購買者提供補貼、為生產商減稅以及增加對充電基礎設施的投資。
  • 例如，印度政府在2023年設定了雄心勃勃的目標，即到2030年，個人汽車銷售的30%、商用汽車的70%以及二輪車和三輪車的80%都是電動車。為了進一步獎勵這種轉變，政府提供每千瓦時 10,000 印度盧比（120 美元）至 15,000 印度盧比（180 美元）的補貼。這些舉措不僅將推動對先進電動車電池的需求，還將在預測期內增加該地區對先進電動車電池電解的需求。
  • 鑑於這些發展，很明顯，未來幾年電動車生產的勢頭和對電動車電池電解的相應需求將會激增。

亞太地區電動汽車電池電解產業概況

亞太地區電動車電池電解市場規模減少一半。主要參與者（不分先後順序）包括 3M 公司、BASF株式會社、三菱化學集團、特銳技術國際公司和 LG 化學有限公司。

其他福利：

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

目錄

第 1 章 簡介

  • 研究範圍
  • 市場定義
  • 調查前提

第 2 章執行摘要

第3章調查方法

第4章 市場概況

  • 介紹
  • 2029 年市場規模與需求預測（美元）
  • 最新趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 電動車日益普及
      • 電池技術的進步
    • 限制因素
      • 固體電解的技術問題
  • 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
    • 替代品的威脅產品/服務
    • 競爭對手之間的競爭
  • 投資分析

第5章 市場區隔

  • 依電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 其他
  • 按電解類型
    • 液態電解
    • 固體電解
    • 凝膠電解
  • 按地區
    • 中國
    • 印度
    • 澳洲
    • 馬來西亞
    • 泰國
    • 印尼
    • 越南
    • 其他亞太地區

第6章 競爭格局

  • 併購、合資、合作與協議
  • 主要企業策略
  • 公司簡介
    • 3M Company
    • BASF Corporation
    • LG Chem Ltd
    • Mitsubishi Chemical Group
    • Panasonic Holdings Corporation
    • UBE Industries, Ltd.
    • Asahi Kasei America, Inc.
    • Soulbrain Co., Ltd.
    • Dongwha Electrolyte Co.,Ltd.
    • Samsung SDI
    • Fujifilm Wako Pure Chemical Corporation
  • 其他著名公司名單
  • 市場排名分析

第7章 市場機會與未來趨勢

  • 電解配方創新
簡介目錄
Product Code: 50003744

The Asia Pacific Electric Vehicle Battery Electrolyte Market size is estimated at USD 3.48 billion in 2025, and is expected to reach USD 5.84 billion by 2030, at a CAGR of 10.88% during the forecast period (2025-2030).

Asia Pacific 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.
  • India is anticipated to be the fastest-growing country in the Asia Pacific electric vehicle battery electrolyte market during the forecast period due to rising EV adoption.

Asia Pacific Electric Vehicle Battery Electrolyte Market Trends

Lithium-Ion Batteries Type to Witness Significant Growth

  • The Asia Pacific EV battery electrolyte market plays a crucial role in the electric vehicle (EV) supply chain, being directly tied to the production of lithium-ion batteries, the primary energy storage solution for EVs. The region has witnessed a significant uptick in electric vehicle adoption, driven by stringent emissions regulations, government incentives, and a growing environmental consciousness. These factors are fueling the demand for lithium-ion batteries, subsequently boosting the need for battery electrolytes.
  • Lithium-ion batteries are central to the EV ecosystem, valued for their high energy density, long cycle life, and low self-discharge rate. The cost of lithium-ion batteries plays a pivotal role in determining the overall price of electric vehicles, with electrolytes being a crucial component that directly influences these battery expenses.
  • For example, a Bloomberg NEF report highlighted that in 2023, battery prices dropped to USD 139 /kWh, marking a 13% decline from the previous year. With ongoing technological advancements and manufacturing optimizations, battery pack prices are projected to dip further, forecasting USD 113/kWh in 2025 and an ambitious 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 cost per unit of battery electrolytes is set to decrease during the forecast period.
  • Moreover, ongoing research and development in lithium-ion batteries are birthing new electrolyte formulations that boost battery performance, safety, and lifespan. Recently, top research labs nationwide have been pioneering advanced electrolyte solutions for lithium-ion EV batteries.
  • In July 2024, researchers from the Hong Kong University of Science and Technology (HKUST), in collaboration with several Asian universities, made headlines with a breakthrough in solid-state battery technology. They introduced a cutting-edge solid-state electrolyte (SSE) tailored for lithium-metal batteries (LMBs), showcasing significant advancements in safety and performance. Such breakthroughs are poised to amplify the demand for sophisticated lithium-ion batteries in EVs during the forecast period.
  • Furthermore, leading battery manufacturers are ramping up production capacities in the Asia Pacific, responding to the surging EV demand, which in turn is propelling the electrolyte market. For instance, in February 2024, BMW unveiled plans for a new battery factory in Rayong, Thailand, aiming to bolster the nation's battery supply chains. The automaker envisions Thailand as a strategic export hub for EV batteries throughout the Asia Pacific, further strengthening the lithium-ion battery supply for EVs. Such initiatives are set to boost lithium-ion battery production in the coming years, subsequently elevating the demand for EV battery electrolytes during the forecast period.
  • In conclusion, these initiatives and innovations are poised to not only amplify lithium-ion battery production in the region but also escalate the demand for EV battery electrolytes in the coming years.

India is Expected to Dominate the Market

  • India is swiftly emerging as a key player in the Asia-Pacific electric vehicle (EV) market, spurred by a commitment to curbing carbon emissions and reducing reliance on fossil fuels. The government's ambitious EV adoption targets, notably through the Faster Adoption and Manufacturing of Hybrid and Electric Vehicles (FAME) scheme, have fostered a thriving environment for the growth of the EV battery market, including its electrolytes.
  • In recent years, India has seen a notable uptick in EV sales, driven by heightened consumer demand, growing environmental consciousness, and government incentives like tax credits and rebates. This surge in EV adoption has, in turn, spurred a heightened demand for lithium-ion batteries and premium battery electrolytes.
  • For instance, the International Energy Agency (IEA) reported that in 2023, electric vehicle sales reached 82,000 units, marking a 70.8% increase from 2022 and a staggering 119-fold jump from 2019. With the government rolling out a series of supportive policies, EV sales are poised for further growth in the coming years.
  • As the industry pivots towards solid-state batteries, heralded for their superior energy density and safety, there's an anticipated demand for novel electrolytes. Recently, several companies have inked agreements to cater to the burgeoning need for solid-state batteries in the automotive realm.
  • For instance, in October 2023, Idemitsu Kosan Co (Idemitsu) and Toyota Motor Corporation unveiled their partnership aimed at pioneering mass-production technology for solid electrolytes. Their collaboration seeks to bolster productivity and forge a resilient supply chain for battery electric vehicles (BEVs). With an eye on the future, both firms are ambitiously targeting the commercial rollout of these batteries by 2027-28, paving the way for expansive mass production thereafter. Such initiatives are set to amplify the demand for solid-state batteries and ensure a consistent supply of electrolytes for EV battery production during the forecast period.
  • Additionally, the Indian government is actively championing the electric vehicle (EV) movement and promoting domestic battery manufacturing. Their strategy encompasses subsidies for EV purchasers, tax breaks for producers, and bolstered investments in charging infrastructure.
  • For instance, in 2023, the Indian government set ambitious targets: by 2030, they aim for EVs to constitute 30% of private car sales, 70% of commercial vehicles, and 80% of two and three-wheelers. To further incentivize this shift, the government is offering subsidies ranging from INR 10,000 per kWh (USD 120) to INR 15,000 per kWh (USD 180). Such measures are poised to not only boost the demand for advanced EV batteries but also elevate the need for sophisticated EV battery electrolytes in the region during the forecast period.
  • Given these developments, it's evident that the momentum in EV production and the corresponding demand for EV battery electrolytes is set to surge in the coming years.

Asia Pacific Electric Vehicle Battery Electrolyte Industry Overview

The Asia Pacific Electric Vehicle Battery Electrolyte market is semi-fragmented. Some of the key players (not in particular order) are 3M Company, BASF Corporation, Mitsubishi Chemical Group, Targray Technology International Inc, LG Chem 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, 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 Solid Electrolyte
    • 5.2.3 Gel Electrolyte
  • 5.3 Geography
    • 5.3.1 China
    • 5.3.2 India
    • 5.3.3 Australia
    • 5.3.4 Malaysia
    • 5.3.5 Thailand
    • 5.3.6 Indonesia
    • 5.3.7 Vietnam
    • 5.3.8 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 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 UBE Industries, Ltd.
    • 6.3.7 Asahi Kasei America, Inc.
    • 6.3.8 Soulbrain Co., Ltd.
    • 6.3.9 Dongwha Electrolyte Co.,Ltd.
    • 6.3.10 Samsung SDI
    • 6.3.11 Fujifilm Wako Pure Chemical 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