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市場調查報告書
商品編碼
1569802
2030年鋰離子電池正極市場預測:依電池類型、應用和地區分析Lithium-ion Battery Cathode Market Forecasts to 2030 - Global Analysis By Battery Type (Cobalt Oxide Lithium-Ion Batteries, Lithium Iron Phosphate, Nickel Manganese Cobalt Oxide Batteries and Other Battery Types), Application and By Geography |
根據Stratistics MRC的數據,2024年全球鋰離子電池正極市場規模為330.4億美元,預計到2030年將達到1,094.7億美元,預測期內複合年成長率為22.1%。
鋰離子電池正極是關鍵零件,在電池性能和效率方面發揮關鍵作用。陰極通常由鋰基化合物製成,例如鈷酸鋰、磷酸鋰鐵和錳酸鋰。這種材料充當電池的正極,允許鋰離子在放電循環期間遷移並釋放電能。正極材料的選擇會影響電池的容量、電壓、熱穩定性和整體壽命。高能量密度陰極有助於高功率和延長電池的使用壽命,但不同的材料在性能和安全性之間提供不同的權衡。
根據國際汽車工業協會(OICA)預測,2021年全球汽車產量將成長3%,從上年的7,760萬輛達到8,020萬輛。
能源儲存需求不斷成長
隨著全球能源需求的增加和再生能源來源的擴展,對先進能源儲存解決方案的需求持續成長。鋰離子電池已廣泛應用於各種應用,並不斷發展以滿足這些不斷成長的需求。增強鋰離子電池陰極是這項進展的核心。研究人員目前正在探索磷酸鋰鐵、鎳鈷錳和高鎳成分等替代材料來改善這些方面。這些創新旨在透過提高能量密度、延長電池壽命和降低成本,使鋰離子電池更有效率且價格實惠。
市場競爭
市場競爭對鋰離子電池正極產業產生重大影響,主要透過價格壓力和技術創新要求。隨著眾多參與者進入市場,包括老牌公司和新興企業,提供最先進、最具成本效益的正極材料的競爭非常激烈。這種競爭壓低了價格,使公司很難在投資研發的同時保持盈利。激烈的競爭也導致專利糾紛和智慧財產權挑戰頻傳,使市場格局更加複雜。
電動車需求不斷成長
隨著電動車需求的增加,製造商正致力於提高電池性能、能量密度和使用壽命,以滿足更長行駛里程和更快充電時間的需求。正極材料的創新,例如使用高鎳和磷酸鋰鐵,旨在提高電池的整體效率和穩定性。高鎳陰極可提高能量密度和續航里程,而磷酸鋰鐵可提高安全性和使用壽命。這項進展不僅透過解決消費者的關鍵問題來支持電動車的廣泛採用,也與全球減少碳排放和對石化燃料依賴的努力一致。
缺乏政府支持
缺乏政府支持是鋰離子電池正極技術進步的主要障礙。陰極對於這些電池的性能、安全性和成本至關重要,而這些電池對於電動車和可再生能源儲存至關重要。然而,開發更有效率、更具成本效益的正極材料需要大量的研究和投資,這往往超出了私人公司的能力範圍。如果沒有強而有力的政府支持,包括研究經費、稅收優惠和支持政策,這一領域的進展將受到阻礙。
COVID-19大流行透過全球供應鏈中斷和市場需求變化對鋰離子電池正極材料產業產生了重大影響。封鎖和限制措施導致主要製造地(尤其是亞洲)的生產停止,導致鋰、鈷和鎳等關鍵原料短缺。這些中斷不僅推遲了電池生產,還增加了成本並延遲了重要零件的交付。然而,大流行的經濟連鎖效應導致新計畫和研究投資減少,影響創新和長期工業成長。
磷酸鋰鐵(LFP)領域預計將在預測期內成為最大的領域
透過對電池陰極進行重大改進,磷酸鋰鐵(LFP)預計將在預測期內成為最大的細分市場。 LFP電池採用磷酸鋰鐵作為正極材料,與傳統的鈷酸鋰和鎳錳鈷(NMC)正極相比具有多種優勢。 LFP 電池不易發生過熱和熱失控,這使其成為各種應用的更安全選擇,包括電動車和能源儲存系統。
家用電子電器產業預計在預測期內複合年成長率最高
預計消費電子產業在預測期內將經歷最高的複合年成長率。材料科學的進步正在推動新型陰極組合物的開發,例如採用高鎳和磷酸鋰鐵(LiFePO4) 材料的陰極組合物。這些創新旨在提高能量密度並延長充電設備之間的時間。改進的正極材料還提高了充電和放電速度,有助於更快的充電和更有效的電力使用。此外,新配方旨在提高熱穩定性和安全性,並解決過熱和電池劣化的問題。
在預測期內,亞太地區佔據最大的市場佔有率。隨著城市擴張和經濟活動激增,對電動車 (EV) 和可再生能源儲存解決方案的需求不斷成長,這兩者都嚴重依賴高性能鋰離子電池。為了滿足這一需求,該地區正在投資最先進的製造設施和電池生產創新。加強基礎設施將支援鋰、鈷和鎳等原料的高效供應鏈,這些原料對正極生產至關重要。此外,城市發展正在培育更強大的電力和充電網路,進一步加速電動車和能源儲存系統的區域採用。
預計亞太地區在預測期內將顯著成長。隨著智慧型手機、筆記型電腦、平板電腦和穿戴式裝置日益融入我們的日常生活,對高效能、高性能電池的需求也不斷增加。鋰離子電池以其高能量密度、輕重量和長壽命而聞名,對於滿足這些需求至關重要。亞太地區是主要電子製造商和快速成長的消費群的所在地,正在推動電池生產和技術進步的投資增加。中國、日本和韓國等國家利用其先進的製造能力和技術專長引領這項成長。
According to Stratistics MRC, the Global Lithium-ion Battery Cathode Market is accounted for $33.04 billion in 2024 and is expected to reach $109.47 billion by 2030 growing at a CAGR of 22.1% during the forecast period. A lithium-ion battery cathode is a crucial component that plays a significant role in the battery's performance and efficiency. It is typically made from a lithium-based compound, such as lithium cobalt oxide, lithium iron phosphate, or lithium manganese oxide. This material serves as the positive electrode in the battery, where lithium ions migrate to during the discharge cycle, releasing electrical energy. The choice of cathode material affects the battery's capacity, voltage, thermal stability, and overall lifespan. High-energy-density cathodes contribute to longer-lasting batteries with greater power output, while different materials offer various trade-offs between performance and safety.
According to the International Organization of Motor Vehicle Manufacturers (OICA), global vehicle production witnessed a growth of 3% in 2021, reaching 80.2 million units compared to the previous year's production of 77.6 million units.
Increasing energy storage needs
As global energy demands rise and renewable energy sources expand, the need for advanced energy storage solutions becomes increasingly critical. Lithium-ion batteries, already widely used in various applications, are evolving to meet these growing needs. Enhancing the lithium-ion battery cathode is central to this advancement. Researchers are now exploring alternative materials such as lithium iron phosphate, nickel-cobalt-manganese, and high-nickel compositions to improve these aspects. These innovations aim to increase the energy density, extend the battery life, and reduce costs, making lithium-ion batteries more efficient and affordable.
Market competition
Market competition is significantly impacting the Lithium-ion Battery Cathode industry, primarily through price pressure and innovation demands. With numerous players entering the market, including both established companies and new startups, there's intense competition to offer the most advanced and cost-effective cathode materials. This rivalry drives down prices, making it challenging for companies to maintain profitability while investing in research and development. The intense competition also leads to frequent patent disputes and intellectual property challenges, further complicating the market landscape.
Growing demand for electric vehicles
As the demand for EVs rises, manufacturers are focusing on enhancing the performance, energy density, and longevity of these batteries to meet the needs of longer driving ranges and quicker charging times. Innovations in cathode materials, such as the incorporation of high-nickel or lithium iron phosphate, aim to improve the overall efficiency and stability of the batteries. High-nickel cathodes increase energy density, which extends vehicle range, while lithium iron phosphate offers greater safety and longevity. This progress not only supports the broader adoption of EVs by addressing key consumer concerns but also aligns with global efforts to reduce carbon emissions and dependence on fossil fuels.
Lack of government support
The lack of government support is a significant barrier to advancing Lithium-ion battery cathode technology. Cathodes are crucial for the performance, safety, and cost of these batteries, which are pivotal in electric vehicles and renewable energy storage. However, the development of more efficient and cost-effective cathode materials requires substantial research and investment, often beyond the capacity of private enterprises alone. Without robust government backing, including funding for research, tax incentives, and supportive policies, progress in this field is hampered.
The COVID-19 pandemic significantly impacted the lithium-ion battery cathode industry through disruptions in global supply chains and shifts in market demand. Lockdowns and restrictions halted production in key manufacturing hubs, particularly in Asia, leading to shortages of critical raw materials like lithium, cobalt, and nickel. These interruptions not only slowed down battery production but also increased costs and caused delays in the delivery of essential components. However, the pandemic's economic ripple effects led to a decline in investments in new projects and research, affecting innovation and long-term industry growth.
The Lithium Iron Phosphate (LFP) segment is expected to be the largest during the forecast period
Lithium Iron Phosphate (LFP) segment is expected to be the largest during the forecast period by offering a significant improvement in battery cathodes. LFP batteries use lithium iron phosphate as the cathode material, which provides several advantages over traditional lithium cobalt oxide or nickel manganese cobalt (NMC) cathodes. LFP batteries are less prone to overheating and thermal runaway, making them a safer choice for various applications, including electric vehicles and energy storage systems.
The Consumer Electronics segment is expected to have the highest CAGR during the forecast period
Consumer Electronics segment is expected to have the highest CAGR during the forecast period. Advances in materials science are leading to the development of new cathode compositions, such as those incorporating high-nickel or lithium iron phosphate (LiFePO4) materials. These innovations aim to increase energy density, allowing devices to operate longer between charges. Improved cathode materials also enhance charge and discharge rates, contributing to faster charging and more efficient power usage. Additionally, new formulations are being designed to improve thermal stability and safety, addressing concerns about overheating and battery degradation.
Asia Pacific region commanded the largest market share over the projected period. As cities expand and economic activities surge, there's a growing demand for electric vehicles (EVs) and renewable energy storage solutions, both of which rely heavily on high-performance lithium-ion batteries. To meet this demand, the region is investing in state-of-the-art manufacturing facilities and technological innovations for battery production. Enhanced infrastructure supports the efficient supply chain of raw materials like lithium, cobalt, and nickel, crucial for cathode production. Additionally, urban development fosters a more robust grid and charging network, further accelerating the regional adoption of EVs and energy storage systems.
Asia Pacific region is estimated to witness substantial growth during the extrapolated period. As smartphones, laptops, tablets, and wearable devices become increasingly integral to daily life, the need for efficient, high-performance batteries is escalating. Lithium-ion batteries, known for their high energy density, lightweight nature, and long life cycle, are critical in meeting these demands. Asia Pacific, home to major electronics manufacturers and a burgeoning consumer base, is experiencing heightened investment in battery production and technology advancements. Countries like China, Japan, and South Korea are leading this growth, leveraging their advanced manufacturing capabilities and technological expertise.
Key players in the market
Some of the key players in Lithium-ion Battery Cathode market include BASF SE, Contemporary Amperex Technology Co. Limited, Energizer Holdings, Exide Technologies, Fujitsu Limited, LG Chem Ltd, NEI Corporation, Sumitomo Chemical Co., Ltd and Toshiba Corporation.
In June 2024, Metso will introduce the Metso pCAM plant, a smart manufacturing solution that is certified as Planet Positive. This facility will produce precursor cathode active material, a crucial component in the construction of lithium-ion batteries. Metso's pCAM plant is built around a highly efficient pCAM reactor, PSI 1000 particle size analyzer, and pCAM process control.
In January 2023, Allox Advance Materials Pvt Ltd announced to development of multi-GW lithium cathode manufacturing facility in Telangana, India with capacity of 3GWH/PA.