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市場調查報告書
商品編碼
1569877
2030 年電池隔膜市場預測:按類型、材料、厚度、電池類型、最終用戶和地區進行的全球分析Battery Separators Market Forecasts to 2030 - Global Analysis by Type (Coated Separators, Non-coated Separators and Other Types), Material, Thickness, Battery Type, End User and By Geography |
根據Stratistics MRC預測,2024年全球電池隔膜市場價值將達74億美元,預計2030年將達到197億美元,預測期內複合年成長率為17.7%。
電池隔膜是電池的重要組成部分,它允許離子在正極和負極之間移動,同時防止正極和負極之間直接接觸。隔膜通常由聚乙烯、聚丙烯和陶瓷等多孔材料製成,可確保電絕緣並保持電池的完整性。它在充電和放電循環期間促進電極之間的離子流動,有助於提高電池效率和安全性。
電動車需求不斷成長
隨著全球電動車需求的增加,製造商需要先進的設備來提高產量、提高電池品質並降低成本。這種需求將導致對自動化、精密機械和高速生產線的投資,以支持鋰離子和下一代電池的大規模生產。此外,電動車製造商正在推動電池技術的創新並進一步開發專用設備。電動車市場的擴張將帶動電池製造的持續進步和擴張,加速設備市場的成長。
與替代技術的競爭
來自替代技術的競爭透過提供可能減少對傳統隔膜的需求的可行選擇來阻礙電池隔膜市場。固態電池和其他先進能源儲存技術等創新有可能提高效能、安全性、效率,並減少對傳統電池隔離膜的依賴。這些替代技術還可能降低價格、改變市場偏好並挑戰現有的分離器技術。隨著新技術變得越來越普遍,電池製造商專注於整合這些替代技術,影響傳統電池隔離膜的成長和市場佔有率,並需要持續創新以保持競爭力。
新一代電池
新一代電池,例如固態電池和鋰硫電池,需要能夠滿足更高能量密度和安全要求的隔膜。隨著電動車 (EV) 市場和可再生能源儲存的擴大,對高效、耐用且經濟高效的分離器的需求不斷增加。陶瓷塗層和多層設計等隔膜技術的創新正在提高電池性能、壽命和安全性,並且與下一代電池的開發相結合,正在推動電池隔膜市場的成長。
技術過時
隨著固態電池電池和鋰硫電池等技術變得越來越過時,傳統的隔膜材料可能不再能夠滿足不斷變化的安全性、能量密度和熱穩定性要求。這給製造商帶來了挑戰,他們必須投資研發以跟上技術創新的步伐。此外,依賴傳統分離器技術的公司可能會面臨需求減少和升級或更換過時設備成本增加的問題,從而難以在快速發展的市場中進行盈利競爭,這將成為一個障礙。
COVID-19 大流行造成全球供應鏈中斷並導致原料和製造設備採購延遲,從而影響了電池隔膜市場。此外,由於封鎖和限制,生產設施暫時關閉。這影響了電池隔膜的及時生產和交付。經濟的不確定性導致電池產業的投資和計劃延遲。然而,這場流行病凸顯了可靠的能源儲存解決方案的重要性,並可能增加對先進分離器的長期需求。
預計在預測期內尼龍細分市場將是最大的
由於其機械強度高且適合要求苛刻的電池應用,預計尼龍在預測期內將成長最快。尼龍隔膜在高溫環境中特別有用,可降低短路和熱失控的風險。然而,尼龍隔膜的製造成本相對高於聚丙烯和聚乙烯等替代品,限制了其廣泛使用。隨著電池技術的進步,對尼龍等耐用材料的需求可能會成長,特別是電動車和能源儲存系統,但其成本仍然是關鍵的市場挑戰。
工業領域預計在預測期內複合年成長率最高
由於電網、備用系統和重型機械等應用對能源儲存解決方案的需求不斷增加,預計工業領域在預測期內將出現最高的複合年成長率。隨著向可再生能源的轉變和工業電氣化,對高性能和耐用電池系統的需求不斷增加。電池隔膜是確保這些系統安全和高效的關鍵組件。工業應用通常需要大型、高容量電池,這增加了對具有高熱穩定性、耐化學性和延長生命週期的先進隔膜的需求,從而進一步促進市場成長。
由於電動車產業和可再生能源儲存系統的擴張,預計北美在預測期內將佔據最大的市場佔有率。該地區對永續性、技術進步和政府對電動車的激勵措施的強烈關注正在推動對高性能電池隔膜的需求。此外,消費性電子產品和行動裝置的興起也有助於市場擴張。美國和加拿大主要汽車製造商和電池製造商的存在也支持了市場的成長軌跡。
由於對電動車和能源儲存系統的需求不斷增加,預計亞太地區在預測期內的複合年成長率最高。中國、日本和韓國等國家由於其強大的工業基礎以及支持採用可再生能源和電動車的政府獎勵,在電池生產方面處於領先地位。該地區豐富的製造設施和不斷增加的鋰離子電池技術投資是市場擴張的關鍵因素。此外,人們對環境永續發展的認知不斷提高,加上減少碳排放的努力,也推動了對先進電池隔膜的需求,並確保了亞太地區市場的穩定成長。
According to Stratistics MRC, the Global Battery Separators Market is accounted for $7.4 billion in 2024 and is expected to reach $19.7 billion by 2030 growing at a CAGR of 17.7% during the forecast period. Battery separators are essential components in batteries that prevent direct contact between the positive and negative electrodes while allowing ionic movement between them. Typically made from porous materials such as polyethylene, polypropylene, or ceramic, separators ensure electrical insulation and maintain the integrity of the battery cell. They facilitate the flow of ions between the electrodes during charge and discharge cycles, contributing to the battery's efficiency and safety.
Growing demand for electric vehicles
Rising demand for EV adoption grows globally, manufacturers require advanced equipment to meet higher production volumes, improve battery quality, and reduce costs. This demand leads to investments in automation, precision machinery, and faster production lines to support mass production of lithium-ion and next-generation batteries. Additionally, EV manufacturers push for innovations in battery technologies, encouraging further development of specialized equipment. The expanding EV market fuels continuous advancements and scaling in battery manufacturing, accelerating the growth of the equipment market.
Competition from alternative technologies
Competition from alternative technologies hinders the Battery Separators Market by presenting viable options that may reduce the demand for traditional separators. Innovations such as solid-state batteries and other advanced energy storage technologies can offer enhanced performance, safety, and efficiency, potentially decreasing the reliance on conventional battery separators. These alternatives may also drive down prices and shift market preferences, challenging existing separator technologies. As new and emerging technologies gain traction, battery manufacturers may focus on integrating these alternatives, impacting the growth and market share of traditional battery separators and necessitating ongoing innovation to stay competitive.
Next-generation batteries
Next-generation batteries, such as solid-state and lithium-sulfur require separators capable of handling increased energy densities and improved safety requirements. As the electric vehicle (EV) market and renewable energy storage expand, the need for efficient, durable, and cost-effective separators grows. Innovations in separator technologies, like ceramic-coated and multi-layered designs, enhance battery performance, lifespan, and safety, fueling the battery separators market's growth in tandem with next-generation battery development.
Technological obsolescence
Technological obsolescence such as solid-state and lithium-sulfur, gain traction, traditional separator materials may fail to meet evolving requirements for safety, energy density, and thermal stability. This creates challenges for manufacturers who must invest in R&D to keep pace with innovations. Additionally, companies relying on older separator technologies may face reduced demand and increased costs to upgrade or replace obsolete equipment, hindering profitability and competitiveness in a rapidly advancing market.
The COVID-19 pandemic impacted the Battery Separators Market by causing disruptions in global supply chains, leading to delays in the procurement of raw materials and manufacturing equipment. Lockdowns and restrictions also resulted in temporary closures of production facilities. This affected the timely production and delivery of battery separators. Economic uncertainties led to postponed investments and projects in the battery sector. However, the pandemic underscored the importance of reliable energy storage solutions, potentially increasing long-term demand for advanced separators.
The nylon segment is expected to be the largest during the forecast period
The nylon is expected to be the largest during the forecast period by offering high mechanical strength and making it suitable for demanding battery applications. Nylon-based separators are especially useful in high-temperature environments, reducing the risk of short circuits and thermal runaway. However, the cost of producing nylon separators is relatively higher than alternatives like polypropylene or polyethylene, limiting its widespread adoption. As battery technologies evolve, particularly in electric vehicles and energy storage systems, the demand for durable materials like nylon could grow, though its cost remains a key market challenge.
The industrial segment is expected to have the highest CAGR during the forecast period
The industrial segment is expected to have the highest CAGR during the forecast period due to increased demand for energy storage solutions in applications like power grids, backup systems, and heavy machinery. With the shift toward renewable energy and electrification of industries, the need for high-performance, durable battery systems are growing. Battery separators, which ensure safety and efficiency in these systems, are crucial components. Industrial applications often require large-scale, high-capacity batteries, amplifying the demand for advanced separators that offer high thermal stability, chemical resistance, and prolonged life cycles, further propelling market growth in this sector.
North America is projected to hold the largest market share during the forecast period by the expanding electric vehicle industry and renewable energy storage systems. The region's strong focus on sustainability, technological advancements, and government incentives for EVs are fuelling demand for high-performance battery separators. Additionally, the rise in consumer electronics and portable devices further contributes to market expansion. The presence of major automotive and battery manufacturers in the U.S. and Canada is also bolstering the market's growth trajectory.
Asia Pacific is projected to witnesss the highest CAGR over the forecast period due to increased demand for electric vehicles and energy storage systems. Countries like China, Japan, and South Korea lead in battery production due to strong industrial bases and government incentives supporting renewable energy and EV adoption. The region's abundant manufacturing facilities and rising investments in lithium-ion battery technologies are key factors fueling market expansion. Additionally, growing awareness of environmental sustainability, coupled with initiatives to reduce carbon emissions, is pushing the demand for advanced battery separators, ensuring steady market growth in the Asia Pacific region.
Key players in the market
Some of the key players in Battery Separators market include Asahi Kasei Corporation, Celgard, LLC (Polypore International), Dreamweaver International, Entek International, Envision AESC Group Ltd., Evonik Industries AG, Foshan Jinhui Hi-tech Optoelectronic Material Co., Ltd., Freudenberg Performance Materials, Hunan Chinaly New Material Co., Ltd., Mitsubishi Chemical Corporation, SEMCORP (Shanghai Energy New Materials Technology), Shenzhen Senior Technology Material Co., Ltd., SK Innovation Co., Ltd., Sumitomo Chemical Co., Ltd., Targray Technology International, Inc., Teijin Limited, Toray Industries, Inc., Ube Industries, Ltd., W-SCOPE Corporation and Zhangjiagang Guotai Huarong Chemical New Material Co., Ltd.
In April 2024, Evonik partners with the University of Mainz. Commercialization of rPEG lipids designed to improve immunogenicity profile for nucleic acid delivery.
In March 2024, Evonik partners with Jland Biotech. This meets high market demand for vegan collagen for cosmetic and personal care applications
In March 2024, Freudenberg Sealing Technologies acquired Trygonal Group. The acquisition expands the current Freudenberg Xpress service offering, also allows a significantly expanded range of Freudenberg's own materials.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.