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市場調查報告書
商品編碼
1689839

鈉離子電池：市場佔有率分析、行業趨勢和統計、成長預測（2025-2030 年）

Sodium-ion Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
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

預計 2025 年鈉離子電池市場規模為 1.7866 億美元，到 2030 年將達到 2.5388 億美元，預測期內（2025-2030 年）的複合年成長率為 7.28%。

鈉離子電池-市場-IMG1

主要亮點

  • 中期市場促進因素是全球溫室氣體排放的增加和對清潔能源的需求。此外，使用鈉離子電池儲存太陽能和風能產生的電能預計將推動市場發展。
  • 然而，風暴技術的不成熟預計會在預測期內阻礙市場的成長。
  • 儘管如此，風能和太陽能預計將推動可再生能源的強勁成長，而水力發電預計仍將是主要能源。到2030年，太陽能和風能預計將佔澳洲、德國、墨西哥和英國總發電量的50%以上。預計到2050年，太陽能、風能和水力發電將佔全球發電量的80%左右。鈉離子電池預計將在不斷成長的太陽能和風力發電。
  • 由於大多數將電池技術商業化的公司都位置歐洲，因此歐洲預計將佔據市場主導地位。此外，由於風能和太陽能等可再生能源發電的增加，預計該地區將在預測期內佔據市場主導地位。

鈉離子電池市場趨勢

固定式能源儲存是關鍵的細分市場

  • 電池在能源儲存系統中至關重要，尤其是在住宅能源儲存系統中，佔總系統成本的很大一部分。鈉離子電池由於其能量密度高、充電時間短、充電週期數多，非常適合此應用。
  • 鈉離子電池也是大規模能源儲存應用的可行能源儲存選擇。這主要是因為鈉相對於鋰而言成本較低、化學性質相似、插層動力學與鋰相似，且鈉離子電池中碳陽極的不可逆容量相對於鋰離子電池而言較低。
  • 預計預測期內鈉離子電池在能源儲存系統系統應用上具有巨大潛力。太陽能和風能等再生能源來源的發電量正在大幅成長，因此能源儲存對於確保能源供應的連續性至關重要。
  • 根據國際可再生能源機構（IRENA）的數據，2022年全球太陽能發電裝置容量將達到約1,046.61 GW，較與前一年同期比較成長22.38％。同樣，預計2022年全球風電裝置容量將超過898吉瓦，較2021年成長9%以上。
  • 此外，由於各國政府加大支持力度及其雄心勃勃的再生能源目標，可再生能源的成長可能會持續下去。此外，根據國際能源總署（IEA）的預測，到2050年，太陽能、風能和水力發電將佔全球發電量的80%左右。
  • 由於鈉離子電池是一種具有其他優點的重要能源儲存技術，因此太陽能和風力發電儲能預計將在不斷成長的太陽能和風力發電市場中提供重大機會。
  • 另一方面，鈉離子電池的循環效率尚不為人所知，這主要是由於硬碳陽極的倍率能力較低。
  • 然而，在 2020 年初，來自斯科爾科沃科技學院和莫斯科國立大學的科學家發現了與鈉離子電池 (SIB) 負極材料中的電荷儲存相關的電化學反應，鈉離子電池是一種很有前途的電化學電源。此次發現及研究團隊開發的陽極製造方法將有助於俄羅斯等國家更接近實現用於固定式能源儲存的鈉離子電池實用化。
  • 因此，預計在預測期內，可再生能源發電的激增、持續研發活動的增加以及對固定式能源儲存離子電池的投資將推動市場發展。

預計歐洲將主導市場

  • 2022 年，由於電池能源儲存系統和電動車的持續研究和不斷增加的部署，歐洲成為鈉離子電池市場最大的地區。
  • 一項由歐盟資助的新計劃NAIMA「鈉離子材料作為生產非汽車用途堅固電池單元的基本成分」已在法國啟動。歐盟委員會已向該計劃授予約 800 萬歐元的「地平線 2020」計畫津貼。計畫期限為36個月，從2019年12月至2022年12月。
  • NAIMA計劃預計將證明，計劃期間開發和測試的兩代具有競爭力且安全的新一代鈉離子電池是當前和未來鋰基儲存應用技術最強大、最具成本效益的替代品之一。
  • NAIMA 擁有 15 個來自 8 個歐洲國家（包括法國、德國、瑞典、保加利亞、西班牙、荷蘭、斯洛維尼亞和比利時）的 15 個合作夥伴聯盟：5 個研發機構（包括 CNRS、CEA、NIC、IHE 和 VITO）、6 家中小企業（包括 TIAMAT、BIOL、IEIT、GOLDSC、ACCIT、GTP這些合作夥伴的概況涵蓋了整個電池價值鏈和計劃所需的各個基礎研發領域。
  • 該計劃由專門從事鈉離子電池設計、開發和生產的法國公司 TIAMAT主要企業，目標是實現行動和固定式儲能領域的快速充電和大放電電流應用。
  • 在計劃框架內，六台鈉離子電池原型機將在三個多規模商業場景中進行測試，預計將為三種自然環境（可再生能源發電、工業和住宅）中該技術的競爭提供有力證據。
  • Faradion總部位於英國，是全球領先的鈉離子電池製造商之一。該公司是英國政府 3.3842 億美元法拉第電池挑戰計畫的受益者之一，並準備在 2024-25 年前供應年產能超過 1GWh 的鈉離子電池，每年價值約 1 億美元或更多。
  • 因此，正在進行的研究、增加的投資和不斷成長的電動車需求預計將在不久的將來為歐洲地區感興趣的參與者創造充足的機會。

鈉離子電池產業概況

鈉離子電池市場正走向半固體。市場的主要企業（不分先後順序）包括 Faradion Limited、Contemporary Amperex Technology Co. Limited、NGK Insulators Ltd、TIAMAT SAS、HiNa Battery Technology、Altris AB 和 Natron Energy Inc.

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
  • 2028 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
      • 對清潔能源的需求不斷增加
      • 鈉離子電池在能源儲存系統的應用日益廣泛
    • 限制因素
      • 有什麼技術限制嗎？
  • 供應鏈分析
  • 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
    • 競爭對手之間的競爭強度

第5章 市場區隔

  • 應用
    • 固定能源儲存
    • 運輸
  • 地區
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 義大利
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 其他亞太地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區
    • 中東和非洲
      • 阿拉伯聯合大公國
      • 沙烏地阿拉伯
      • 南非
      • 其他中東和非洲地區

第6章 競爭格局

  • 併購、合資、合作、協議
  • 主要企業策略
  • 公司簡介
    • Faradion Limited
    • AMTE Power PLC
    • NGK Insulators Ltd
    • HiNa Battery Technology Co. Ltd.
    • TIAMAT SAS
    • Contemporary Amperex Technology Co. Limited
    • Altris AB
    • Natron Energy Inc.

第7章 市場機會與未來趨勢

  • 各地區提高可再生能源目標
簡介目錄
Product Code: 68833

The Sodium-ion Battery Market size is estimated at USD 178.66 million in 2025, and is expected to reach USD 253.88 million by 2030, at a CAGR of 7.28% during the forecast period (2025-2030).

Sodium-ion Battery - Market - IMG1

Key Highlights

  • Over the medium period, the primary driver of the market is the increasing demand for cleaner energy, with rising greenhouse gas emissions around the world. Additionally, using sodium-ion batteries for electricity storage, generated through solar or wind, is likely to drive the market.
  • On the other hand, the non-matured technology of the storm is expected to hinder market growth during the forecast period.
  • Nevertheless, wind and solar PV power are expected to drive strong growth in renewable energy, while hydro is likely to remain a key source. By 2030, solar and wind are expected to produce more than 50% of the total generation in Australia, Germany, Mexico, and the United Kingdom. By 2050, solar PV, wind, and hydro are estimated to produce approximately 80% of the global electricity generation. As sodium-ion batteries are an alternative with additional benefits, storing the energy of solar and wind, they are expected to have an opportunity in the growing solar and wind energy market.
  • Europe is expected to dominate the market, with the majority of companies commercializing the battery technology being located in the region. Moreover, with the rising renewable energy generation, such as wind and solar, the region is expected to dominate the market during the forecast period.

Sodium Ion Battery Market Trends

Stationary Energy Storage is a Significant Segment for the Market

  • Batteries are crucial in energy storage systems and are responsible for a significant portion of the system's total cost, especially in residential energy storage systems. Properties of sodium-ion batteries, such as high energy density, low charging time, a higher number of charging cycles, etc., make it preferable for this application.
  • Sodium-ion batteries are also a viable means of energy storage in large-scale energy storage applications. This is mainly due to the low cost of sodium compared to lithium, similar chemistry, and intercalation kinetics to that of lithium, and the irreversible capacity of carbon anodes in sodium-ion batteries being less than that in lithium-ion batteries.
  • The Sodium-ion batteries are expected to have considerable potential in energy storage system applications during the forecast period. The amount of energy generated by renewable sources such as solar and wind is witnessing massive growth, and energy storage is essential to ensure the continuity of energy supply.
  • According to the International Renewable Energy Agency (IRENA), the world's total installed solar PV capacity reached around 1046.61 GW in 2022, witnessing a 22.38% growth compared to the previous year. Likewise, the global wind installed capacity was more than 898 GW in 2022, recording more than 9% growth compared to 2021.
  • Furthermore, renewable energy growth is likely to continue with the increasing support from the government and its ambitious renewable power targets. Moreover, according to the International Energy Agency (IEA), by 2050, solar PV, wind, and hydro are estimated to produce approximately 80% of the global electricity generation.
  • As sodium-ion batteries are an essential energy storage technology with additional benefits, storing solar and wind energy is expected to provide a vital opportunity in the growing solar and wind energy market.
  • On the other side, the cycling efficiency of sodium-ion batteries is not well-known, mainly because the rate capability obtained from hard carbon anodes is poor.
  • However, in early 2020, scientists from Skoltech and the Moscow State University identified the electrochemical reaction associated with charge storage in the anode material for sodium-ion batteries (SIB), a promising class of electrochemical power sources. The findings and the anode manufacturing method developed by the team help bring closer the sodium-ion battery commercialization for stationary energy storage in Russia and beyond.
  • Hence, the surging growth in renewable energy generation, the rising number of ongoing research development activities, and investments in sodium-ion batteries for stationary energy storage are expected to drive the market during the forecast period.

Europe is Expected to Dominate the Market

  • In 2022, Europe became the largest region in the sodium-ion battery market owing to the ongoing research and increasing deployment of battery energy storage systems and electric vehicles.
  • The new EU-funded project NAIMA, "Na Ion materials as essential components to manufacture robust battery cells for non-automotive applications," had kickstarted in France. The European Commission awarded this project a Horizon2020 program grant of almost EUR 8 million. The duration of the program is 36 months, which started in December 2019 and ended in December 2022.
  • The NAIMA project is expected to demonstrate that two new generations of highly competitive and safe sodium-ion cells developed and tested during the project are some of the most robust and cost-effective alternatives to current and future Li-based technologies for storage applications.
  • NAIMA brings together a consortium, including 15 partners from eight European countries (including France, Germany, Sweden, Bulgaria, Spain, the Netherlands, Slovenia, and Belgium): Five being R&D organizations (including CNRS, CEA, NIC, IHE, and VITO), six SMEs (including TIAMAT, BIOKOL, IEIT, GOLDLINE, ACC, and ZABALA IC), and four large companies (including EDF, GESTAMP, SOLVAY, and UMICORE). These partners' profiles cover the entire battery value chain and the diverse fundamental R&D fields required in the project.
  • The project is led by the French company TIAMAT, which specializes in the design, development, and manufacture of sodium-ion battery cells and targets fast charging and high discharge current applications in mobility and stationary storage sectors.
  • Within the project framework, six sodium-ion battery prototypes are expected to be tested in three multi-scale business scenarios to provide solid evidence about the competitiveness of the technology in three natural environments (renewable generation, industry, and private household).
  • The United Kingdom-based company Faradion Ltd is one of the leading sodium-ion battery manufacturers worldwide. The company is one of the beneficiaries of the United Kingdom government's USD 338.42 million Faraday battery challenge and is gearing up to supply sodium-ion batteries with an annual capacity of more than 1 GWh by 2024-25, worth more than approximately USD 100 million per year.
  • Hence, the ongoing research work, increasing investments, and increasing demand for electric vehicles are expected to create ample opportunities for the players involved in the European region in the near future.

Sodium Ion Battery Industry Overview

The sodium-ion battery market is semi-consolidated. The key players in the market (not in particular order) include Faradion Limited, Contemporary Amperex Technology Co. Limited, NGK Insulators Ltd, TIAMAT SAS, HiNa Battery Technology Co. Ltd, Altris AB, and Natron Energy Inc., 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 2028
  • 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 Demand for Cleaner Energy
      • 4.5.1.2 Increasing Adoption of Sodium-Ion Batteries for Energy Storage Systems
    • 4.5.2 Restraints
      • 4.5.2.1 Availability of Technical Constraints
  • 4.6 Supply Chain Analysis
  • 4.7 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 Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Stationary Energy Storage
    • 5.1.2 Transportation
  • 5.2 Geography
    • 5.2.1 North America
      • 5.2.1.1 United States of America
      • 5.2.1.2 Canada
      • 5.2.1.3 Rest of the North America
    • 5.2.2 Europe
      • 5.2.2.1 United Kingdom
      • 5.2.2.2 Germany
      • 5.2.2.3 France
      • 5.2.2.4 Italy
      • 5.2.2.5 Rest of the Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 China
      • 5.2.3.2 India
      • 5.2.3.3 Japan
      • 5.2.3.4 Rest of the Asia-Pacific
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Rest of the South America
    • 5.2.5 Middle-East and Africa
      • 5.2.5.1 United Arab Emirates
      • 5.2.5.2 Saudi Arabia
      • 5.2.5.3 South Africa
      • 5.2.5.4 Rest of the Middle-East and Africa

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 Faradion Limited
    • 6.3.2 AMTE Power PLC
    • 6.3.3 NGK Insulators Ltd
    • 6.3.4 HiNa Battery Technology Co. Ltd.
    • 6.3.5 TIAMAT SAS
    • 6.3.6 Contemporary Amperex Technology Co. Limited
    • 6.3.7 Altris AB
    • 6.3.8 Natron Energy Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Rising Renewable Energy Targets Across the Regions