市場調查報告書
商品編碼
1569823
到 2030 年鋰 NCA(鎳鈷鋁)電池市場預測:按類型、容量、電壓、組件、應用、最終用戶和地區進行的全球分析Lithium Nickel-Cobalt-Aluminum (NCA) Battery Market Forecasts to 2030 - Global Analysis By Type (Cylindrical, Prismatic and Pouch), Capacity (< 100 Ah, 100-200 Ah, 200-300 Ah and > 300 Ah), Voltage, Component, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球鋰 NCA(鎳鈷鋁)電池市場在預測期內將以 14.4% 的複合年成長率成長。
鋰NCA(鎳鈷鋁)電池是一種以鎳、鈷、鋁為正極主要材料的鋰離子電池。 NCA電池以其高能量密度、長壽命和優異的熱穩定性而聞名,廣泛應用於電動車(EV)和能源儲存系統。儘管性能有所提高,但 NCA 電池由於鈷成本高而昂貴,並且需要採取安全措施來防止過熱。
根據國際能源總署(IEA)預測,從2022年到2030年,裝置容量預計將增加35倍,達到約970吉瓦。
改進電池技術
NCA電池技術的進步顯著提高了能量密度、充電速度和整體效能。根據美國國會研究服務處的數據,NCA 電池的正極通常含有80% 的鎳、15% 的鈷和5% 的鋁,並在電芯層面提供220-260Wh/kg 的最高能量密度,為所有鋰離子電池中的最高能量密度馬蘇。這些改進使得 NCA 電池對電動車和能源儲存應用越來越有吸引力,從而推動市場成長。該領域的持續研發有望進一步增強NCA電池的能力並鞏固其市場地位。
製造成本高
由於使用昂貴的材料,尤其是鈷和鎳,製造成本很高。產業報告估計,使用 NCA 化學物質續航 300 英里的電動車電池組將需要 35 至 52 公斤的鎳和 4 至 7 公斤的鈷。這些材料容易受到價格波動和供應鏈不確定性的影響,進而影響整體製造成本。此外,複雜的製造流程和嚴格的品管措施進一步推高了成本,使得NCA電池在某些應用中難以與其他電池技術進行價格競爭。
擴大可再生能源儲存
不斷成長的可再生能源產業對於 NCA 電池來說是一個巨大的機會。隨著世界各國可再生能源產能的增加,對高效率、高容量能源儲存解決方案的需求不斷增加。 NCA電池具有高能量密度和更長的循環壽命,適合電網規模的能源儲存應用。根據國際能源總署(IEA)預測,2022年至2030年間,電網規模電池儲能裝置容量預計將成長35倍,達到約970吉瓦。能源儲存市場的快速成長為 NCA 電池製造商向電動車以外的應用領域多元化開闢了新途徑。
環境問題
NCA電池的主要成分鎳和鈷的開採與一些地區的環境惡化和社會問題有關。此外,能源密集型製造流程也會增加這些電池的碳足跡。根據學術研究,電池生產過程中從搖籃到大門的能源使用和溫室氣體排放是重要的環境因素。隨著永續性對消費者和政策制定者變得越來越重要,這些環境問題可能會導致監管加強和轉向替代電池技術,從而影響 NCA 電池市場。
COVID-19 大流行最初擾亂了 NCA 電池供應鏈和製造流程,導致生產和部署暫時受挫。但這場危機也凸顯了能源安全和永續性的重要性,並可能加速人們對電動車和可再生能源儲存的興趣。隨著經濟復甦,人們對乾淨科技的興趣重新燃起,以及對 NCA 電池研究和部署的投資增加,可能會抵消與疫情相關的最初挑戰。
預計圓柱形部分在預測期內將是最大的。
預計圓柱形細分市場將在整個預測期內獲得最大的市場佔有率。圓柱形 NCA 電池因其高效的空間利用率、溫度控管能力和結構完整性而備受關注。這些特性使它們特別適合電動車和攜帶式電子設備。圓柱形電池的標準化格式有利於大規模生產和整合到各種應用中。電動車市場的主要參與者特斯拉從Panasonic購買圓柱形NCA電池,使其成為重要用戶。一家主要電動車製造商的採用進一步鞏固了圓柱形 NCA 電池在市場上的地位。
預計能源儲存系統產業在預測期內複合年成長率最高
預計能源儲存系統系統產業在預測期內的複合年成長率最高。可再生能源的快速成長和對電網穩定性日益成長的需求正在推動對大規模能源儲存解決方案的需求。 NCA 電池因其高能量密度和更長的循環壽命而非常適合這些應用。根據國際能源總署(IEA)預測,電網規模的電池儲存容量預計將大幅增加,到2030年將達到每年170GW。能源儲存產業的快速成長為NCA電池提供了巨大的機遇,並促進了該產業的高複合年成長率。
預計亞太地區在預測期內將佔據最大的市場佔有率。這項優勢主要得益於中國、日本、韓國等國家電動車市場的快速成長。根據國際能源總署 (IEA) 預測,到 2022 年,光是中國就將佔全球電動車銷量的 60%。該地區對創新(尤其是電池技術)的關注進一步鞏固了其市場領導地位。此外,主要電池製造商的存在以及支持清潔能源和電動車的政府舉措也為亞太地區的巨大市場佔有率做出了貢獻。
預計亞太地區在預測期內的複合年成長率最高。這種快速成長是由多種因素推動的,包括不斷成長的能源需求、快速工業化以及中國、日本和韓國等國家雄心勃勃的可再生能源目標。對電池研發的大量投資以及促進電動車和清潔能源發展的政府支持政策正在推動市場擴張。該地區不斷增強的製造能力和對技術創新的重視將進一步加速市場成長。
According to Stratistics MRC, the Global Lithium Nickel-Cobalt-Aluminum (NCA) Battery Market is growing at a CAGR of 14.4% during the forecast period. A lithium nickel-cobalt-Aluminum (NCA) battery is a type of lithium-ion battery that uses nickel, cobalt, and aluminum as the key materials for the cathode. Known for their high energy density, longer lifespan, and enhanced thermal stability, NCA batteries are widely used in electric vehicles (EVs) and energy storage systems. Despite offering improved performance, NCA batteries are more expensive due to the high cost of cobalt and require safety measures to prevent overheating.
According to the International Energy Agency, the installed grid-scale battery storage capacity is projected to expand 35-fold between 2022 and 2030 to nearly 970 GW.
Improvements in battery technology
Advancements in NCA battery technology have significantly improved energy density, charging speed, and overall performance. According to the Congressional Research Service, NCA batteries typically contain 80% nickel, 15% cobalt, and 5% aluminum in their cathodes, offering one of the highest energy densities among lithium-ion battery types at 220-260 Wh/kg at the cell level. These improvements have made NCA batteries increasingly attractive for electric vehicles and energy storage applications, driving market growth. The continuous research and development in this field are expected to further enhance NCA battery capabilities, solidifying their position in the market.
High production costs
The use of expensive materials, particularly cobalt and nickel, contributes to elevated manufacturing expenses. According to industry reports, for a 300-mile range electric vehicle battery pack using NCA chemistry, the estimated material requirements include 35-52 kg of nickel and 4-7 kg of cobalt. These materials are subject to price volatility and supply chain uncertainties, impacting overall production costs. Additionally, the complex manufacturing processes and stringent quality control measures further add to the expenses, making it difficult for NCA batteries to compete on price with other battery technologies in certain applications.
Expansion in renewable energy storage
The growing renewable energy sector presents a significant opportunity for NCA batteries. As countries worldwide increase their renewable energy capacity, the demand for efficient and high-capacity energy storage solutions is rising. NCA batteries, with their high energy density and improving cycle life, are well-suited for grid-scale energy storage applications. According to the International Energy Agency, the installed grid-scale battery storage capacity is projected to expand 35-fold between 2022 and 2030 to nearly 970 GW. This rapid growth in the energy storage market opens up new avenues for NCA battery manufacturers to diversify their applications beyond electric vehicles.
Environmental concerns
The mining of nickel and cobalt, key components of NCA batteries, has been associated with environmental degradation and social issues in some regions. Additionally, the energy-intensive manufacturing process contributes to the carbon footprint of these batteries. According to academic studies, the cradle-to-gate energy use and greenhouse gas emissions of battery production are significant environmental factors. As sustainability becomes increasingly important to consumers and policymakers, these environmental concerns could lead to stricter regulations or a shift towards alternative battery technologies, potentially impacting the NCA battery market.
The COVID-19 pandemic initially disrupted NCA battery supply chains and manufacturing processes, causing temporary setbacks in production and deployment. However, the crisis also highlighted the importance of energy security and sustainability, potentially accelerating interest in electric vehicles and renewable energy storage. As economies recover, renewed focus on clean technologies may drive increased investment in NCA battery research and implementation, offsetting initial pandemic-related challenges.
The cylindrical segment is expected to be the largest during the forecast period
The cylindrical segment is predicted to secure the largest market share throughout the forecast period. Cylindrical NCA batteries have gained prominence due to their efficient space utilization, thermal management capabilities, and structural integrity. These attributes make them particularly suitable for electric vehicles and portable electronics. The standardized format of cylindrical cells allows for easier mass production and integration into various applications. Tesla, a major player in the electric vehicle market, has been a significant user of cylindrical NCA batteries, sourcing them from Panasonic. This adoption by a leading EV manufacturer has further solidified the position of cylindrical NCA batteries in the market.
The energy storage systems segment is expected to have the highest CAGR during the forecast period
The energy storage systems segment is projected to have the highest CAGR during the extrapolated period. The rapid growth of renewable energy sources and the increasing need for grid stabilization are driving the demand for large-scale energy storage solutions. NCA batteries, with their high energy density and improving cycle life, are well-suited for these applications. According to the International Energy Agency, grid-scale battery storage capacity is expected to grow significantly, with annual additions projected to reach 170 GW by 2030. This exponential growth in the energy storage sector provides a substantial opportunity for NCA batteries, contributing to the segment's high CAGR.
During the projected timeframe, the Asia Pacific region is expected to hold the largest market share. This dominance is primarily driven by the rapid growth of the electric vehicle market in countries like China, Japan, and South Korea. According to the International Energy Agency, China alone accounted for 60% of global electric car sales in 2022. The region's strong focus on technological innovation, particularly in battery technology, further solidifies its market leadership. Additionally, the presence of major battery manufacturers and government initiatives supporting clean energy and electric mobility contribute to Asia Pacific's significant market share.
Over the forecasted timeframe, the Asia Pacific region is anticipated to exhibit the highest CAGR. This rapid growth is fueled by several factors, including increasing energy demand, rapid industrialization, and ambitious renewable energy targets in countries like China, Japan, and South Korea. Significant investments in battery research and development, coupled with supportive government policies promoting electric vehicles and clean energy, are driving the market's expansion. The region's growing manufacturing capabilities and focus on technological innovation further accelerate market growth.
Key players in the market
Some of the key players in Lithium Nickel-Cobalt-Aluminum (NCA) Battery Market include Panasonic, Samsung SDI, LG Energy Solution, CATL, BYD Company Ltd., Tesla, Automotive Energy Supply Corporation, Sumitomo Metal Mining, Toda Kogyo, Nihon Kagaku Sangyo, Ecopro, Tianjin Lishen Battery Co., Ltd., GS Yuasa Corporation, Toshiba Corporation, Showa Denko Materials Co., Ltd., A123 Systems, Murata Manufacturing Co., Ltd., and Maxell.
In March 2024, Sumitomo Metal Mining announced plans to increase its monthly cathode production capacity for NCA batteries to 15,000 tonnes by March 2031.
In March 2024, Subaru Corporation and Panasonic Energy Co. Ltd [Panasonic Group] signed an agreement covering the supply of cylindrical automotive lithium-ion batteries. The basic cooperative agreement is an outcome of talks that began between the two partners where Subaru and Panasonic Energy discussed plans for building a medium- to long-term partnership to serve the growing market for battery electric vehicles (BEVs) and auto batteries.
In February 2024, LG Energy Solution announced a new electrolyte called Eternalyte, specially developed for lithium metal batteries, which could potentially be applied to NCA technology.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.