市場調查報告書
商品編碼
1489459
2030 年磷酸鋰鐵鋰電池市場預測:按設計、電壓、容量、應用、最終用戶和地區進行的全球分析Lithium Iron Phosphate Batteries Market Forecasts to 2030 - Global Analysis By Design, Voltage (Low Voltage, Medium Voltage and High Voltage), Capacity, Application, End User and By Geography |
根據Stratistics MRC預測,2023年全球磷酸鋰鐵(LFP)電池市場規模將達149億美元,預計2030年將達到467億美元,預測期內複合年成長率為17.7%。
磷酸鋰鐵(LiFePO4)電池是可充電鋰離子電池,以其高能量密度、長循環壽命和安全性而聞名。透過使用磷酸鐵作為正極材料,我們實現了性能穩定、熱失控風險降低、環境友善。電池用於電動車、攜帶式電子設備以及各種其他工業和商業應用。
根據國際能源總署(IEA)的報告,2020年全球電動車(EV)持有量將達到1,000萬輛,其中純電動車(BEV)佔新註冊電動車的67%。
能源儲存需求增加
可再生能源、網格儲存和電動車等各行業對能源儲存解決方案的需求不斷增加,是鋰離子磷酸鹽電池市場的主要促進因素。磷酸鋰鐵鋰電池安全性高、循環壽命長且具有成本效益,使其成為能源儲存應用的有吸引力的選擇。再生能源來源的日益普及以及對可靠儲存解決方案的需求進一步增加了對磷酸鋰鐵鋰電池的需求。
能量密度降低
磷酸鋰鐵鋰電池市場的主要限制因素之一是與 NMC 和 NCA 等其他鋰離子電池化學材料相比,其能量密度較低。這種限制可能會減少電動車的續航里程並增加能源儲存應用的電池尺寸。低能量密度可能會阻礙磷酸鐵鋰電池在某些高能量密度很重要的應用中的採用。
不斷成長的電動車市場
快速成長的電動車市場對於磷酸鋰鐵鋰電池市場來說是巨大的機會。與其他鋰離子電池相比,磷酸鐵鋰電池具有更高的安全性、更長的循環壽命和更低的成本,因此擴大被電動車製造商採用。在政府激勵措施、環境問題和電池價格下降的背景下,電動車需求的增加預計將推動磷酸鐵鋰電池市場的成長。
地緣政治不穩定
地緣政治不穩定和貿易緊張可能對磷酸鋰鐵鐵電池市場構成威脅。磷酸鐵鋰電池供應鏈嚴重依賴來自特定地區的原料,例如來自南美洲和澳洲的鋰以及來自中國的磷酸鹽。地緣政治緊張局勢、貿易爭端和供應鏈中斷可能導致價格波動,影響原料的供應並影響磷酸鋰電池的生產和成本。
COVID-19的疫情對磷酸鋰鐵鋰電池市場既有正面的影響,也有負面的影響。疫情擾亂了供應鏈,導致原料供應和生產延遲。然而,由於上門作業期間需要可靠的電力備份以及向遠端工作的轉變,對能源儲存方案的需求增加,對市場產生了積極影響。
預計汽車產業將在預測期內成為最大的產業。
預計在預測期內,汽車產業將主導磷酸鋰鐵鋰電池市場。電動車的日益普及,特別是在政府政策和獎勵支持的國家,正在推動汽車產業對磷酸鐵鋰電池的需求。 LFP電池為電動車提供了一種經濟高效且安全的解決方案,使其成為電動車製造商的一個有吸引力的選擇,這進一步支持了該領域的成長。
超高容量(100,001 mAh 以上)細分市場預計在預測期內複合年成長率最高。
超高容量細分市場,包括容量為100,001mAh及以上的磷酸鋰鐵電池,預計在預測期內將出現良好的成長。高容量電池可實現更長的電動車續航里程和更有效率的能源儲存解決方案。這種成長正在推動更長的駕駛時間,特別是在延長電池壽命和能量儲備對於最佳性能和可靠性至關重要的應用中,例如電動車、電網規模能源儲存和大型工業備用電源系統。著時間的推移和高能源儲存容量的電池需求不斷增加。
預計亞太地區將佔據磷酸鋰鐵鋰電池市場的最大佔有率。中國、日本和韓國等國家在電子和汽車產業擁有強大的影響力,推動了對磷酸鋰鐵鋰電池的需求。特別是,由於政府的支持政策和快速成長的電動車市場,中國處於磷酸鐵鋰電池生產和採用的前沿。該地區人口眾多、能源儲存需求不斷增加以及對可再生能源的關注進一步加強了其在市場上的主導地位。
預測期內,磷酸鋰鐵鋰電池市場的複合年成長率預計將是歐洲地區最高的。這一成長的推動因素是該地區電動車的普及和可再生能源的整合程度的提高。歐洲國家製定了雄心勃勃的目標,以減少碳排放並促進永續交通,這推動了對磷酸鋰鐵鋰電池的需求。此外,主要汽車製造商的存在加上政府的支持政策預計將推動歐洲磷酸鐵鋰電池市場的成長。
According to Stratistics MRC, the Global Lithium Iron Phosphate (LFP) Batteries Market is accounted for $14.9 billion in 2023 and is expected to reach $46.7 billion by 2030 growing at a CAGR of 17.7% during the forecast period. Lithium Iron Phosphate (LiFePO4) batteries are rechargeable lithium-ion batteries known for their high energy density, long cycle life, and enhanced safety features. Utilizing iron phosphate as the cathode material, these batteries offer stable performance, reduced risk of thermal runaway, and environmental friendliness. Batteries are used in electric vehicles, portable electronics, and various other industrial and commercial industries.
According to a report by the International Energy Agency (IEA), the global electric vehicle (EV) stock reached 10 million in 2020, with battery electric vehicles (BEVs) accounting for 67% of new EV registrations.
Increasing energy storage demand
The growing demand for energy storage solutions across various industries, such as renewable energy, grid storage, and electric vehicles, is a key driver for the lithium-ion phosphate battery market. Lithium-iron phosphate batteries offer high safety, long cycle life, and cost-effectiveness, making them an attractive choice for energy storage applications. The increasing adoption of renewable energy sources and the need for reliable storage solutions further fuel the demand for lithium-iron phosphate batteries.
Lower energy density
One of the main restraints for the lithium iron phosphate batteries market is their lower energy density compared to other lithium-ion battery chemistries, such as NMC and NCA. This limitation can result in reduced driving range for electric vehicles and larger battery sizes for energy storage applications. The lower energy density may hinder the adoption of LFP batteries in certain applications where high energy density is crucial.
Growing electric vehicle market
The rapidly growing electric vehicle market presents a significant opportunity for the lithium iron phosphate batteries market. LFP batteries are increasingly being adopted by EV manufacturers due to their safety, long cycle life, and lower cost compared to other lithium-ion chemistries. The increasing demand for electric vehicles, driven by government incentives, environmental concerns, and falling battery prices, is expected to drive the growth of the LFP battery market.
Geopolitical instability
Geopolitical instability and trade tensions can pose a threat to the lithium iron phosphate batteries market. The supply chain for LFP batteries heavily relies on raw materials sourced from specific regions, such as lithium from South America and Australia, and phosphate from China. Geopolitical tensions, trade disputes, or supply chain disruptions can lead to price volatility and affect the availability of raw materials, potentially impacting the production and cost of LFP batteries.
The COVID-19 pandemic has had both positive and negative impacts on the lithium iron phosphate batteries market. The pandemic disrupted supply chains, causing delays in raw material availability and production. However, the increased demand for energy storage solutions, driven by the need for reliable power backup during lockdowns and the shift towards remote work, has positively influenced the market.
The automotive segment is expected to be the largest during the forecast period
The automotive segment is expected to dominate the lithium iron phosphate batteries market during the forecast period. The increasing adoption of electric vehicles, particularly in countries with supportive government policies and incentives, is driving the demand for LFP batteries in the automotive sector. LFP batteries offer a cost-effective and safe solution for electric vehicles, making them an attractive choice for EV manufacturers, which further fuels segment growth.
The very high capacity (Above 100,001 mAh) segment is expected to have the highest CAGR during the forecast period
The very high capacity segment, encompassing lithium iron phosphate batteries with capacities above 100,001 mAh, is projected to experience lucrative growth during the forecast period. Higher capacity batteries enable longer driving ranges for EVs and more efficient energy storage solutions. This growth can be attributed to increasing demand for batteries with longer runtime and higher energy storage capabilities, particularly in applications such as electric vehicles, grid-scale energy storage, and large-scale industrial backup power systems, where battery life and greater energy reserves extended are critical for optimal performance and reliability.
The Asia Pacific region is expected to hold the largest share of the lithium iron phosphate batteries market. Countries like China, Japan, and South Korea have a strong presence in the electronics and automotive industries, driving the demand for LFP batteries. China, in particular, has been at the forefront of LFP battery production and adoption, with supportive government policies and a rapidly growing electric vehicle market. The region's large population, increasing energy storage requirements, and focus on renewable energy further contribute to its dominant position in the market.
The Europe region is expected to experience the highest CAGR in the lithium iron phosphate batteries market during the forecast period. The growth can be attributed to the increasing adoption of electric vehicles and the push towards renewable energy integration in the region. European countries have set ambitious targets for reducing carbon emissions and promoting sustainable transportation, which is driving the demand for LFP batteries. Additionally, the presence of major automotive manufacturers coupled with supportive government policies, is expected to fuel the growth of the LFP battery market in Europe.
Key players in the market
Some of the key players in Lithium Iron Phosphate (LFP) Batteries Market include A123 Systems LLC, BYD Company Ltd., Contemporary Amperex Technology Co. Limited (CATL), East Penn Manufacturing Company, Inc., EnerSys, EVE Energy Co., Ltd., GS Yuasa Corporation, Hitachi Chemical Co., Ltd., Johnson Controls International plc, Kokam Co. Ltd., LG Chem Ltd., Panasonic Corporation, Saft Groupe S.A., Samsung SDI Co. Ltd., Shenzhen BAK Battery Co., Ltd., Tesla, Inc., Tianjin Lishen Battery Joint-Stock Co., Ltd., Toshiba Corporation, Valence Technology, Inc. and Winston Battery Limited.
In April 2024, CATL launched the battery pack with Yutung Bus Co to power commercial vehicles like buses and different classes of trucks. According to the company, the new long-lasting EV battery has zero degradation through the first 1,000 cycles. The new EV battery pack, made with CATL, has a 932,000 mile (1.5 million km), 15-year warranty.
In January 2024, Tesla (TSLA.O), opens new tab is expanding its battery facility in Sparks, Nevada to bring the supply chain for cheaper lithium iron phosphate batteries (LFP) to the United States, Bloomberg News reported on Wednesday.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.