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市場調查報告書
商品編碼
1569825
2030年矽陽極電池市場預測:全球產能、原料、應用與區域分析Silicon Anode Battery Market Forecasts to 2030 - Global Analysis By Capacity (Below 1500 mAh, 1500 mAh-2500 mAh, 2501 mAh-3500 mAh and Above 3500 mAh), Raw Material, Application and By Geography |
根據Stratistics MRC預測,2024年全球矽陽極電池市場規模將達48億美元,預計2030年將達到461億美元,預測期內複合年成長率為45.5%。
矽陽極電池是一種先進的鋰離子電池,它使用矽代替傳統的石墨作為負極材料。矽具有顯著更高的能源儲存容量,並且可以提高能量密度,從而可以延長電池壽命並提高效能。矽陽極電池預計在電動車、家用電器和能源儲存得到應用。
根據國際能源總署(IEA)預測,2021年電動車銷量將達660萬輛,佔全球汽車市場的9%。
更高的能量密度
矽陽極電池的能量密度明顯高於傳統石墨負極。根據發表在《自然奈米技術》雜誌上的一項研究,矽陽極理論上可以比石墨陽極儲存最多 10 倍的鋰離子。能量密度的增加意味著電池壽命的延長和各種應用性能的提高,特別是在電動車和攜帶式電子設備中。矽負極有潛力顯著延長電動車的續航里程並延長智慧型手機的電池壽命,從而導致對該技術的大量投資和研究。這種對性能改善的預期是推動矽陽極電池市場成長的關鍵因素。
有限的商業化
矽陽極電池的商業化有限是市場成長的主要限制。儘管矽負極具有潛力,但它仍面臨著循環壽命和充電過程中體積膨脹的挑戰。根據美國能源局的報告,矽負極在鋰化過程中可膨脹高達 300%,隨著時間的推移會導致結構劣化和容量損失。這些技術障礙減緩了矽陽極電池的大規模生產和採用。
各領域商機
矽陽極電池在電動車、家用電子電器和可再生能源儲存等多個領域提供了巨大的機會。根據國際能源總署統計,2021年全球電動車銷量達660萬輛,較2020年成長108%。電動車市場的快速成長為矽陽極電池創造了巨大的機遇,以滿足更高能量密度和快速充電能力的需求。此外,可再生能源產業的成長需要先進的能源儲存解決方案,而矽陽極電池可以在提高電網穩定性和能源管理方面發揮關鍵作用。
環境問題
有關矽陽極電池生產和處置的環境問題對市場成長構成潛在威脅。儘管矽的開採和加工對環境的影響比其他電池材料低,但它仍然對環境產生影響。根據《清潔生產雜誌》發表的生命週期評估,生產用於負極的矽奈米顆粒需要大量能源和相關的碳排放。此外,與傳統鋰離子電池相比,回收矽陽極電池提出了新的挑戰。
由於實驗室關閉和供應鏈中斷,COVID-19 大流行最初擾亂了矽陽極電池的研發活動。然而,這場危機也凸顯了先進能源儲存技術對於復原力和永續性的重要性。國際能源總署 (IEA) 的數據顯示,儘管受到疫情影響,2020 年全球電動車銷量仍成長了 41%。電動車的持續擴散,加上對經濟復甦的技術創新的日益關注,可能會加速對矽陽極電池開發的長期投資。
預計1500mAh及以下細分市場在預測期內將是最大的
預計 1500mAh 以下細分市場將在整個預測期內佔據最大的市場佔有率。該細分市場主要涵蓋家用電子電器,特別是智慧型手機和穿戴式設備,是一個龐大且不斷成長的市場。 1500mAh以下的容量適合這些設備,可在不顯著改變設備設計的情況下提高能量密度。此容量範圍內的矽陽極電池可為智慧型手機提供更長的電池壽命,從而實現更輕薄、更強大的穿戴式設備。消費性電子產品的大量生產以及對提高這些設備電池性能的持續需求導致了該領域的主導市場佔有率。
電動車領域預計在預測期內複合年成長率最高
預計電動車產業在預測期內將呈現最高的複合年成長率。這種快速成長是由全球電動車的普及以及對具有更高能量密度和更快充電能力的電池的需求所推動的。矽陽極電池有潛力顯著延長電動車的續航里程,並解決電動車採用的主要障礙之一。主要汽車製造商和電池製造商正在大力投資矽陽極技術,以開發下一代電動車電池。矽負極在減少充電時間和提高車輛整體性能方面的潛力進一步促進了該領域的高成長率。
預計北美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大型科技公司的存在、強大的研發投入以及政府的支持政策。該地區正在加大電動車的採用力度,加州等州為零排放車設定了雄心勃勃的目標,進一步推動了對先進電池技術的需求。此外,主要矽陽極電池開發商的存在以及汽車製造商和科技公司之間的聯盟也有助於北美在該領域佔據巨大的市場佔有率。
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,包括該地區在電池製造方面的主導地位、積極的電動車採用目標以及對可再生能源的大量投資。根據國際能源總署 (IEA) 的數據,2021 年僅中國就將佔全球電動車銷量的 46%。日本和韓國等國家也處於電池技術創新的前沿。隨著亞太國家努力引領下一代電池的發展,矽陽極電池的需求預計將激增,推動該地區市場的成長。
According to Stratistics MRC, the Global Silicon Anode Battery Market is accounted for $4.8 billion in 2024 and is expected to reach $46.1 billion by 2030 growing at a CAGR of 45.5% during the forecast period. A Silicon Anode Battery is an advanced type of lithium-ion battery that uses silicon as the anode material instead of traditional graphite. Silicon has a significantly higher energy storage capacity, allowing for greater energy density, which can extend the battery life and improve performance. Silicon anode batteries hold promise for applications in electric vehicles, consumer electronics, and energy storage.
According to the International Energy Agency, electric car sales reached 6.6 million in 2021, representing 9% of the global car market.
Offer higher energy density
Silicon anode batteries offer significantly higher energy density compared to traditional graphite anodes. According to research published in Nature Nanotechnology, silicon anodes can theoretically store up to 10 times more lithium ions than graphite anodes. This increased energy density translates to longer battery life and improved performance in various applications, particularly in electric vehicles and portable electronics. The potential for silicon anodes to dramatically increase the range of electric vehicles and extend the battery life of smartphones has driven substantial investment and research in this technology. This promise of enhanced performance is a key factor propelling the growth of the silicon anode battery market.
Limited commercialization
The limited commercialization of silicon anode batteries poses a significant restraint to market growth. Despite their potential, silicon anodes face challenges in terms of cycle life and volume expansion during charging. According to a report by the U.S. Department of Energy, silicon anodes can expand up to 300% during lithiation, leading to structural degradation and capacity loss over time. These technical hurdles have slowed down the large-scale production and adoption of silicon anode batteries.
Opportunities in various sectors
Silicon anode batteries present significant opportunities across various sectors, including electric vehicles, consumer electronics, and renewable energy storage. According to the International Energy Agency, global electric car sales reached 6.6 million in 2021, a 108% increase from 2020. This rapid growth in the electric vehicle market creates a substantial opportunity for silicon anode batteries to meet the demand for higher energy density and faster charging capabilities. Additionally, the growing renewable energy sector requires advanced energy storage solutions, where silicon anode batteries could play a crucial role in improving grid stability and energy management.
Environmental concerns
Environmental concerns related to the production and disposal of silicon anode batteries pose a potential threat to market growth. The mining and processing of silicon, while less environmentally impactful than some other battery materials, still have environmental consequences. According to a lifecycle assessment published in the Journal of Cleaner Production, the production of silicon nanoparticles for anodes can have significant energy requirements and associated carbon emissions. Additionally, the recycling of silicon anode batteries presents new challenges compared to traditional lithium-ion batteries.
The COVID-19 pandemic initially disrupted silicon anode battery research and development activities due to laboratory closures and supply chain interruptions. However, the crisis also highlighted the importance of advanced energy storage technologies for resilience and sustainability. According to the International Energy Agency, despite the pandemic, global electric car sales grew by 41% in 2020. This continued growth in electric vehicle adoption, coupled with increased focus on technological innovation for economic recovery, may accelerate long-term investment in silicon anode battery development.
The below 1500 mAh segment is expected to be the largest during the forecast period
The below 1500 mAh segment is predicted to secure the largest market share throughout the forecast period. This segment primarily caters to consumer electronics, particularly smartphones and wearable devices, which represent a large and growing market. The below 1500 mAh capacity is well-suited for these devices, offering improved energy density without significantly altering device designs. Silicon anode batteries in this capacity range can provide longer battery life for smartphones and enable slimmer, more powerful wearables. The high volume of consumer electronics production and the continuous demand for improved battery performance in these devices contribute to this segment's dominant market share.
The electric vehicles segment is expected to have the highest CAGR during the forecast period
The electric vehicles segment is projected to have the highest CAGR during the extrapolated period. This rapid growth is driven by the increasing global adoption of electric vehicles and the need for batteries with higher energy density and faster charging capabilities. Silicon anode batteries have the potential to significantly increase the range of electric vehicles, addressing one of the key barriers to EV adoption. Major automakers and battery manufacturers are investing heavily in silicon anode technology to develop next-generation EV batteries. The potential for silicon anodes to reduce charging times and improve overall vehicle performance further contributes to this segment's high growth rate.
During the projected timeframe, the North America region is expected to hold the largest market share. This dominance is primarily driven by the presence of key technology companies, substantial research and development investments, and supportive government policies. The region's strong focus on electric vehicle adoption, with states like California setting ambitious targets for zero-emission vehicles, further fuels the demand for advanced battery technologies. Additionally, the presence of major silicon anode battery developers and partnerships between automotive and technology companies contribute to North America's significant market share in this sector.
Over the forecasted timeframe, the Asia Pacific region is anticipated to exhibit the highest CAGR. This rapid growth is fueled by several factors, including the region's dominant position in battery manufacturing, aggressive electric vehicle adoption targets, and significant investments in renewable energy. According to the International Energy Agency, China alone accounted for 46% of global electric car sales in 2021. Countries like Japan and South Korea are also at the forefront of battery technology innovation. As Asia Pacific countries strive to lead in next-generation battery development, the demand for silicon anode batteries is expected to surge, propelling the region's market growth.
Key players in the market
Some of the key players in Silicon Anode Battery Market include Amprius Technologies, Sila Nanotechnologies, Enovix Corporation, Group14 Technologies, Nexeon Limited, XG Sciences, Enevate Corporation, Nanotek Instruments, OneD Material, Advano, BTR New Material Group Co. Ltd., EIT InnoEnergy SE, Elkem ASA, E-magy, Hitachi Chemical Co., Ltd., LeydenJar Technologies, Targray Technology International, and Daejoo Electronic Materials Co., Ltd.
In June 2024, Group14 Technologies, Inc., the world's largest global manufacturer and supplier of advanced silicon battery materials, announces the signing of five multi-year binding offtake agreements amounting to a minimum commitment of over $300 million with three leading electric vehicle (EV) and two consumer electronic (CE) cell manufacturers across Europe, Asia, and North America. These strategic supply agreements continue to demonstrate Group14's progress in driving the global adoption of next-generation silicon battery technology.
In December 2023, Panasonic Energy Co., Ltd., a Panasonic Group Company, and Sila, a next-generation battery materials company, today announced the signing of a commercial agreement for Sila's high-performance nano-composite silicon anode, Titan SiliconTM.
In March 2023, Amprius Technologies, Inc., a leader in next-generation lithium-ion batteries with its Silicon Anode Platform, is once again raising the bar with the verification of its lithium-ion cell delivering unprecedented energy density of 500 Wh/kg, 1300 Wh/L, resulting in unparalleled run time. At approximately half the weight and volume of state-of-the-art, commercially available lithium-ion cells, the all-new battery cell deliver potential industry-disrupting performance with barrier breaking discharge times. Amprius' next-generation cells are well positioned to power products in the fast-growing aviation and, eventually, electric vehicles markets, estimated to be collectively over $100 billion in battery demand by 2025.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.