市場調查報告書
商品編碼
1569848
2030 年鎳鈷錳 (NCM) 電池市場預測:按類型、應用、最終用戶和地區分類的全球分析Nickel Cobalt Manganese Battery Market Forecasts to 2030 - Global Analysis by Type (NCM 111, NCM 622, NCM 811, Other Types), Application, End User and By Geography |
根據Stratistics MRC預測,2024年全球鎳鈷錳(NCM)電池市場規模將達到303億美元,預計到2030年將達到807億美元,預測期內複合年成長率為17.7%。
鎳鈷錳(NCM)電池是一種鋰離子電池,以其高能量密度和穩定性而聞名,使其成為電動車(EV)和能源儲存應用的理想選擇。這些電池使用不同比例的鎳、鈷和錳正極,以最佳化性能和成本。鎳含量提高能量容量,鈷提高熱穩定性,錳有助於整體安全性和壽命。
電動車 (EV) 的擴張
在環境問題、政府激勵措施和技術進步的推動下,電動車 (EV) 的激增意味著對電動車的需求不斷增加。這一趨勢對電池市場產生了重大影響,因為三元電池因其高能量密度和性能而受到青睞。電動車產量的激增正在推動對三元電池的需求,促使製造商投資研發和擴大生產。因此,這種成長支持技術創新、降低成本並提高電池技術的整體永續性,從而推動市場成長。
製造挑戰
市場上的製造挑戰包括高製造成本、複雜的製造流程和品管問題。這些挑戰阻礙了擴充性,減緩了市場成長,並使製造商難以滿足不斷成長的需求。此外,原料的永續採購和供應鏈中斷的處理也進一步增加了複雜性。因此,這些製造障礙限制了創新並阻礙了市場成長。
技術進步
電池設計、材料和製造流程的創新和改進等技術進步提高了能量密度、效率和安全性,使三元電池更具競爭力。陰極化學和電池管理系統的發展導致更長的使用壽命和更短的充電時間。此外,回收技術的進步促進了永續性。總的來說,這些進步正在推動市場成長,並支持對電動車和可再生能源儲存解決方案不斷成長的需求。因此,它正在推動市場的成長。
材料成本波動
材料成本波動,特別是鎳、鈷、錳,對市場影響較大。價格波動導致生產成本上升,影響製造商的利潤率。這種不確定性可能會阻礙對新技術和產能的投資,最終影響三元電池的價格以及不斷成長的電動車和能源儲存產業的競爭。因此,市場的成長受到阻礙。
COVID-19 透過供應鏈中斷和製造能力下降擾亂了市場。最初,銷售受到汽車行業需求下降的影響,但隨後電動車引入的快速增加使市場重新煥發活力。疫情也加速了對可再生能源的投資,推動了電池技術的創新和永續性工作,以適應不斷變化的消費者需求。
預計工業領域在預測期內將是最大的
由於電池技術的進步和規模經濟正在提高效率並降低成本,預計工業領域將在預測期內成為最大的領域。此外,對永續性的日益關注迫使製造商負責任地採購材料並創新回收流程。這種動態格局正在促進競爭,提高電池性能,並支持全球向清潔能源解決方案的過渡。
預計海洋產業在預測期內複合年成長率最高
由於海洋部門尋求更清潔、更有效率的能源解決方案,預計在預測期內複合年成長率最高。由於其高能量密度和可靠性,NCM 電池用於電動和混合船舶,以提高性能並減少排放。這項轉變支持產業內的監管合規性和永續性目標。此外,對海洋應用電池技術和基礎設施的投資可能會刺激市場創新和成長。
由於可再生能源儲存,預計北美在預測期內將佔據最大的市場佔有率。採用三元電池將提高電動車的效率和續航里程,從而增加消費者的興趣。這一趨勢將鼓勵對當地生產和研究計劃的投資。然而,對鈷礦開採對環境影響和潛在供應鏈中斷的擔憂對永續性提出了挑戰,並可能影響該地區未來的市場成長。
由於對電動車(EV)和可再生能源儲存解決方案的需求,預計亞太地區在預測期內的複合年成長率最高。 NCM 電池具有高能量密度和增強的性能,使其對各種應用都具有吸引力。這種成長將刺激電池製造的投資和回收技術的創新。然而,供應鏈中斷和環境問題等挑戰可能會影響生產成本並塑造該地區市場的未來格局。
According to Stratistics MRC, the Global Nickel Cobalt Manganese Battery Market is accounted for $30.3 billion in 2024 and is expected to reach $80.7 billion by 2030 growing at a CAGR of 17.7% during the forecast period. Nickel-cobalt-manganese (NCM) batteries are a type of lithium-ion battery known for their high energy density and stability, making them ideal for electric vehicles (EVs) and energy storage applications. These batteries utilize a cathode composed of nickel, cobalt, and manganese in varying proportions, optimizing performance and cost. The nickel component enhances energy capacity, while cobalt improves thermal stability, and manganese contributes to overall safety and longevity.
Growing Electric vehicles (EVs) Adoption
Growing electric vehicle (EV) adoption like increasing demand for electric cars, driven by environmental concerns, government incentives, and advancements in technology. This trend significantly impacts the battery market, as NCM batteries are favored for their high energy density and performance. The surge in EV production boosts demand for NCM batteries, prompting manufacturers to invest in research, development, and scaling production. Consequently, this growth supports innovation, reduces costs, and enhances the overall sustainability of battery technologies, thus it drives the growth of the market.
Manufacturing Challenges
Manufacturing challenges in the market include high production costs, complex manufacturing processes, and quality control issues. These challenges can hinder scalability and slow down market growth, making it difficult for manufacturers to meet rising demand. Additionally, sourcing raw materials sustainably and managing supply chain disruptions add further complications. As a result, these manufacturing hurdles can limit innovation, thus it hinders the growth of the market.
Technological Advancements
Technological advancements like innovations and improvements in battery design, materials, and manufacturing processes, these advancements enhance energy density, efficiency, and safety, making NCM batteries more competitive. Developments in cathode chemistry and battery management systems lead to longer lifespan and faster charging times. Furthermore, progress in recycling technologies promotes sustainability. Overall, these advancements drive market growth, supporting the rising demand for electric vehicles and renewable energy storage solutions. Thus, it boosts the growth of the market.
Material Cost Fluctuations
Material cost fluctuations, particularly in nickel, cobalt, and manganese, significantly impact the market. Volatile prices can lead to increased production costs, affecting profit margins for manufacturers. This uncertainty may hinder investment in new technologies and production capacity, ultimately influencing the pricing of NCM batteries and their competitiveness in the growing electric vehicle and energy storage sectors. Thus, it hampers the growth of the market.
COVID-19 disrupted the market through supply chain interruptions and reduced manufacturing capacity. Initial declines in demand from the automotive sector affected sales, but a subsequent surge in electric vehicle adoption revitalized the market. The pandemic also accelerated investments in renewable energy, driving innovation and sustainability efforts in battery technology as industries adapted to changing consumer needs.
The industrial segment is expected to be the largest during the forecast period
The industrial segment is expected to be the largest during the forecast period as advancements in battery technology, and economies of scale are enhancing efficiency and reducing costs. Moreover, the growing emphasis on sustainability is pushing manufacturers to source materials responsibly and innovate recycling processes. This dynamic landscape fosters competition, improves battery performance, and supports the transition to cleaner energy solutions globally.
The marine segment is expected to have the highest CAGR during the forecast period
The marine segment is expected to have the highest CAGR during the forecast period because it seeks cleaner and more efficient energy solutions. NCM batteries are being adopted for electric and hybrid marine vessels due to their high energy density and reliability, which enhance performance and reduce emissions. This shift supports regulatory compliance and sustainability goals within the industry. Additionally, investments in battery technology and infrastructure for marine applications are likely to spur innovation and growth in the market.
North America is projected to hold the largest market share during the forecast period due to renewable energy storage. As NCM batteries adoption enhances EV efficiency and driving range, boosting consumer interest. This trend drives investments in local manufacturing and research initiatives. However, concerns over the environmental impact of cobalt mining and potential supply chain disruptions may challenge sustainability efforts and influence future market growth in the region.
Asia Pacific is projected to witness the highest CAGR over the forecast period owing to demand for electric vehicles (EVs) and renewable energy storage solutions. NCM batteries provide high energy density and enhanced performance, making them attractive for various applications. This growth drives investment in battery manufacturing and innovation in recycling technologies. However, challenges such as supply chain disruptions and environmental concerns may affect production costs, shaping the future landscape of the market in the region.
Key players in the market
Some of the key players in Nickel Cobalt Manganese Battery Market include A123 Systems, Amperex Technology Limited (ATL), BASF SE, BYD Company, CATL (Contemporary Amperex Technology Co. Limited), Envision AESC, EVE Energy, Farasis Energy, GS Yuasa Corporation, Hitachi Chemical (Showa Denko Materials), LG Energy Solution, Lithium Werks, Microvast, Northvolt AB, Panasonic Corporation, Prime Planet Energy & Solutions, Saft Groupe S.A. (TotalEnergies), Samsung SDI, Shenzhen BAK Power Battery Co., Ltd., SK Innovation, SVOLT Energy Technology and Toshiba Corporation.
In September 2024, Panasonic connected projection technology to illuminate BLINK Cincinnati; this collaboration underscores Panasonic Connect's dedication to artistic endeavors that push the boundaries of traditional art forms.
In June 2024, Panasonic expanded AV Solution Suite at InfoComm to power innovative and engaging visual experiences across industries. This helped customers worry less about the technology setup, and more about how they can take their creativity and audience experience to the next level.
In May 2024, Panasonic launched new LUMIX S9 compact full-frame mirrorless camera. With this Panasonic aims to bring a new enjoyable shooting experience for creators, making the journey from capturing moments to sharing them with the world.