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市场调查报告书
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全球电池材料市场：按电池类型、材料、应用和地区划分的分析—市场规模、产业动态、机会分析和预测（2026-2035 年）

Global Battery Materials Market: Analysis By Battery Type, Material, Application, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035
出版日期: | 出版商: Astute Analytica | 英文 310 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

电池材料市场正经历显着成长，这反映了其在全球转型为清洁能源和先进技术过程中的关键作用。 2025 年，该市场规模为 806 亿美元，预计将大幅扩张，到 2035 年将达到惊人的 2,168 亿美元。这一成长轨迹意味着 2026 年至 2035 年的复合年增长率 (CAGR) 将达到 10.4%，显示各个细分市场对电池材料的需求正在加速成长。

推动这个快速成长市场的主要因素是对可充电二次电池的激增需求，这些电池对于各种应用至关重要。电动车 (EV) 领域是成长最快的领域之一，因为世界各国政府和消费者都在积极采用电动车来减少碳排放并应对气候变迁。 电动车的快速普及推动了对高性能电池材料日益增长的需求，这些材料能够提供更高的能量密度、更长的电池寿命和更佳的安全性。

值得关注的市场趋势

四家公司凭藉其庞大的生产规模和技术优势脱颖而出，成为行业领导者。其中，优美科（Umicore）专注于为欧洲市场开发高性能NCM（镍钴锰）材料，持续巩固其市场主导地位。优美科对创新和品质的执着追求，使其在该领域稳固了领导者的地位，并提供满足欧洲日益增长的电动汽车和储能行业严苛要求的尖端正极材料。

另一家正极材料领域的主要企业LG化学，也制定了雄心勃勃的生产目标，以保持其竞争优势。 到 2025 年底，LG 化学的目标是生产 28 万吨正极材料，这项产量凸显了该公司在电池产业供应中的关键地位。巴斯夫也透过位于施瓦茨海德的工厂在特种正极材料市场占了稳固的地位，该工厂的年回收和废料处理能力达 1.5 万吨。该工厂透过回收和再利用宝贵的电池材料，体现了巴斯夫对永续发展和循环经济的承诺。

最后，浦项製铁 Future M 正在积极拓展业务以满足不断增长的需求，目标是为北美 "电池带" 提供 15.5 万吨的正极材料年产能。此次扩张体现了浦项製铁致力于成为全球成长最快的电动车市场之一的主要供应商的战略决心。 2025年12月，浦项控股旗下PKX事业部POSCO Future M与Factorile签署了一份谅解备忘录（MOU），双方将合作开发全固态电池材料，这标誌着电池材料市场取得了一项重要进展。

核心成长因子

电动车（EV）的加速普及是电池材料市场强劲的驱动力。这种需求的激增源于人们日益增强的环保意识以及透过减少温室气体排放来缓解气候变迁的紧迫性。对空气污染和碳足迹的日益关注，促使消费者和政策制定者优先考虑更清洁、更永续的交通方式。这种转变正在推动电动车（EV）的生产和销售快速成长，而电动车高度依赖先进的电池材料来提供高效、可靠且持久的储能解决方案。

新的机会趋势

重塑电池材料市场的关键趋势是固态和半固态电池技术的突破。 这些创新代表着对传统锂离子电池的重大飞跃，有望提升安全性、提高能量密度并延长电池寿命。预计 2024 年开始商业化的半固态电池采用厚度仅 150 微米的超薄锂金属箔。这项设计创新提高了离子传输效率并减轻了重量，从而提升了电池的整体性能。使用如此薄的锂箔还有助于提高能量密度，使其成为需要紧凑型、高容量储能应用的理想选择。

优化障碍

电池材料市场面临的重大挑战包括应对地缘政治风险以及由于关键矿产资源集中在有限地理区域而导致的高度贸易依赖性。锂、钴和稀土元素等关键矿物是现代电池技术的基础，但它们的生产和加工高度集中在特定国家。 这种地域集中性造成了全球供应链的脆弱性，因为关键地区的政治不稳定、贸易争端和监管变化可能会扰乱全球电池製造商关键材料的稳定供应。

目录

第一章：摘要整理：全球电池材料市场

第二章：报告概述

  • 研究框架
    • 研究目标
    • 市场定义
    • 市场区隔
  • 研究方法
    • 市场规模估算
    • 质性研究
    • 量化研究
    • 按地区划分的原始调查受访者细分
    • 资料三角验证
    • 研究假设

第三章：全球电池材料市场概论

  • 产业价值链分析
    • 材料供应商
    • 製造商
    • 经销商
    • 终端用户
  • 行业展望
    • 2020-2035年全球电池材料市场（百万美元）
    • 电池材料市场概况及区域产能预测
  • PESTLE分析
  • 波特五力分析
    • 供应商议价能力
    • 买方议价能力
    • 替代品威胁
    • 新进入者威胁
    • 竞争强度
  • 市场成长及展望
    • 市场收入估算及预测（2020-2035年）
    • 依材料划分的价格趋势分析
  • 市场吸引力分析
    • 依材料划分
    • 按区域划分
    • 可操作的洞见（分析师建议）

第四章：竞争格局概览

  • 市场集中度
  • 按公司划分的市占率分析（价值，2025 年）
  • 竞争格局分析与基准分析
    • 按地区划分的主要公司

第五章：全球电池材料市场分析

  • 市场动态与趋势
    • 成长驱动因素
    • 限制因素
    • 机遇
    • 主要趋势
  • 市场机会概述
  • 依材料划分
    • 主要发现
    • 市场规模与预测（2020-2035）
    • 阴极
    • 阳极
    • 电解液
    • 隔膜
  • 以电池类型划分
    • 主要见解
    • 市场规模及预测，2020-2035
    • 锂离子电池
    • 铅酸电池
    • 其他
  • 依应用程式划分
    • 主要发现
    • 市场规模及预测，2020-2035
    • 汽车
    • 消费性电子
    • 工业
    • 其他
  • 按地区划分
    • 主要发现
    • 市场规模及预测，2020-2035

第六章 北美电池材料市场分析

第七章 欧洲电池材料市场分析

第八章 亚太地区电池材料市场分析

第九章 中东及非洲电池材料市场分析

第十章 南美洲电池材料市场分析

第十一章 公司简介

  • 雅宝公司 (Albemarle Corporation)
  • 旭化成株式会社 (Asahi Kasei Corporation)
  • 巴斯夫公司 (BASF SE)
  • 恩泰克国际有限公司 (Entek International Ltd.)
  • 庄信万丰公司 (Johnson Matthey)
  • 力文特公司 (Livent)
  • 三菱化学控股株式会社 (Mitsubishi Chemical Holdings Corporation)
  • 日亚化学株式会社 (Nichia Corporation)
  • 昭和电工株式会社 (Showa Denko K.K.)
  • 住友化学株式会社
  • Targray Technology International Inc.
  • 优美科株式会社
  • 其他主要参与者

第十二章附录

简介目录
Product Code: AA12251616

The battery materials market is experiencing remarkable growth, reflecting its critical role in powering the world's transition to cleaner energy and advanced technologies. Valued at USD 80.6 billion in 2025, the market is poised for significant expansion, with projections indicating it will reach an impressive valuation of USD 216.8 billion by 2035. This growth trajectory corresponds to a robust compound annual growth rate (CAGR) of 10.4% over the forecast period from 2026 to 2035, highlighting the accelerating demand for battery materials across various sectors.

A primary driver behind this booming market is the surging demand for secondary batteries, which are rechargeable and essential for a wide range of applications. Electric vehicles (EVs) represent one of the fastest-growing segments, as governments and consumers worldwide increasingly embrace electric mobility to reduce carbon emissions and combat climate change. The rapid adoption of EVs fuels an ever-growing need for high-performance battery materials capable of delivering greater energy density, longer life cycles, and enhanced safety.

Noteworthy Market Developments

Four companies have emerged as clear leaders, distinguished by their massive production scale and technological advancements. Among them, Umicore continues to assert its dominance, focusing on developing high-performance NCM (Nickel Cobalt Manganese) materials specifically tailored for the European market. Umicore's commitment to innovation and quality has solidified its reputation as a titan in this space, providing cutting-edge cathode materials that meet the stringent demands of Europe's growing electric vehicle and energy storage sectors.

LG Chem is another major powerhouse in the cathode materials arena, setting ambitious production targets to maintain its competitive edge. By late 2025, LG Chem aims to produce 280,000 metric tons of cathode materials, a volume that underscores its significant role in supplying the battery industry. BASF has also firmly established its presence in the specialized cathode market through its Schwarzheide plant, which boasts an annual recycling and scrap processing capacity of 15,000 tons. This facility highlights BASF's focus on sustainability and circular economy principles by enabling the recovery and reuse of valuable battery materials.

Lastly, POSCO Future M is aggressively expanding its operations to meet growing demand, targeting an annual cathode material production capacity of 155,000 tons to serve the North American "Battery Belt." This expansion reflects POSCO's strategic push to become a key supplier in one of the fastest-growing EV markets globally. In a significant development in December 2025, POSCO Holdings Inc.'s PKX unit, POSCO Future M, signed a Memorandum of Understanding (MOU) with Factorial Inc. to collaborate on the development of all-solid-state battery materials.

Core Growth Drivers

The accelerating adoption of electric vehicles (EVs) is a powerful driving force behind the expansion of the battery materials market. This surge in demand is closely linked to growing environmental awareness and the urgent need to mitigate climate change by reducing greenhouse gas emissions. As concerns over air pollution and carbon footprints intensify, consumers and policymakers alike are prioritizing cleaner, more sustainable transportation options. This shift has led to a rapid increase in the production and purchase of EVs, which rely heavily on advanced battery materials to deliver efficient, reliable, and long-lasting energy storage solutions.

Emerging Opportunity Trends

A major trend reshaping the battery materials market is the breakthrough development of solid-state and semi-solid-state battery technologies. These innovations represent a significant leap forward from traditional lithium-ion batteries, promising enhanced safety, higher energy densities, and improved longevity. Semi-solid-state cells, which are expected to enter commercial production in 2024, utilize ultra-thin lithium metal foils measuring just 150 micrometers. This design innovation allows for more efficient ion transport and reduced weight, contributing to greater overall battery performance. The use of such thin lithium foils also helps improve energy density, making these batteries ideal for applications that demand compact, high-capacity energy storage.

Barriers to Optimization

A significant challenge facing the battery materials market is the management of geopolitical risks and the heavy trade dependencies that arise from the concentration of essential mineral supplies in a limited number of regions. Critical minerals such as lithium, cobalt, and rare earth elements form the backbone of modern battery technologies, yet their production and processing are highly centralized in specific countries. This geographic concentration creates vulnerabilities in the global supply chain, as political instability, trade disputes, or regulatory changes in these key regions can disrupt the steady flow of these vital materials to battery manufacturers worldwide.

Detailed Market Segmentation

By Battery Type, Lithium-ion technology continues to dominate the global battery materials market, holding a significant 45.87% share and firmly establishing itself as the leading battery type worldwide. Its widespread adoption is largely due to its unmatched efficiency, reliability, and versatility across various applications, from consumer electronics to electric vehicles and large-scale energy storage systems. The evolution of lithium-ion batteries has been marked by steady improvements in both performance metrics and cost-effectiveness, which have propelled this technology to the forefront of energy storage solutions in the modern era.

By Material, cathode is projected to continue being the most prominent battery material. In fact, cathode accounts for the largest market share.

  • The development of cathode materials remains a critical focus in advancing lithium-ion battery technologies, as improvements in these materials directly enhance energy density and overall efficiency. Cathodes serve as a fundamental component in lithium-ion batteries, affecting not only the capacity and lifespan but also the safety and cost-effectiveness of energy storage systems. Continuous research and innovation in cathode chemistry have led to significant breakthroughs that enable batteries to store more energy in smaller, lighter packages, meeting the growing demands of applications ranging from electric vehicles to portable electronics.

By Application, the electronics sector holds a commanding position in the battery materials market, accounting for a substantial 45.28% share, making it the single largest application segment globally. This dominance reflects the critical role that batteries play in powering a wide array of electronic devices, ranging from smartphones, laptops, and tablets to wearable technology and other portable gadgets. As consumer demand for more advanced and longer-lasting electronics continues to grow, the need for high-quality battery materials intensifies, driving significant resource allocation and investment within the battery materials supply chain.

Segment Breakdown

By Material

  • Cathode
  • Anode
  • Electrolyte
  • Separator

By Battery Type

  • Lithium-ion
  • Lead acid
  • Others

By Application

  • Automotive
  • Consumer Electronics
  • Industrial
  • Others

By Region

  • North America
  • The US
  • Canada
  • Mexico
  • Europe
  • Western Europe
  • The UK
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Western Europe
  • Eastern Europe
  • Poland
  • Russia
  • Rest of Eastern Europe
  • Asia Pacific
  • China
  • India
  • Japan
  • Australia and New Zealand
  • South Korea
  • ASEAN
  • Rest of Asia Pacific
  • Middle East and Africa
  • Saudi Arabia
  • South Africa
  • UAE
  • Rest of MEA
  • South America
  • Argentina
  • Brazil
  • Rest of South America

Geography Breakdown

  • The Asia Pacific region stands as the undisputed powerhouse in the global battery materials market, particularly in energy storage manufacturing, driven by its robust demand and extensive production capabilities. Commanding a commanding 42.69% share of the worldwide market, the region plays a central role in supplying the critical materials needed for battery production. This dominant position is fueled by a combination of abundant raw material resources, advanced manufacturing infrastructure, and sustained investment in research and development across multiple countries within the region.
  • A key factor contributing to Asia Pacific's leadership is the surge in nickel production, a vital component in battery cathodes. Indonesia, in particular, has experienced a boom in nickel output, reaching an impressive 1.8 million metric tons. This significant increase in raw material availability has bolstered the entire supply chain, enabling refiners and battery manufacturers in the region to operate at full capacity. China, the largest producer of raw materials for cathodes, contributes approximately 800,000 metric tons annually, underscoring its critical role in the market.

Leading Market Participants

  • Albemarle Corporation
  • Asahi Kasei Corporation
  • BASF SE
  • Entek International Ltd.
  • Johnson Matthey
  • Livent
  • Mitsubishi Chemical Holdings Corporation
  • Nichia Corporation
  • Showa Denko K. K.
  • Sumitomo Chemical Co., Ltd.
  • Targray Technology International Inc.
  • Umicore N.V.
  • Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Global Battery Materials Market

Chapter 2. Report Description

  • 2.1. Research Framework
    • 2.1.1. Research Objective
    • 2.1.2. Market Definitions
    • 2.1.3. Market Segmentation
  • 2.2. Research Methodology
    • 2.2.1. Market Size Estimation
    • 2.2.2. Qualitative Research
      • 2.2.2.1. Primary & Secondary Sources
    • 2.2.3. Quantitative Research
      • 2.2.3.1. Primary & Secondary Sources
    • 2.2.4. Breakdown of Primary Research Respondents, By Region
    • 2.2.5. Data Triangulation
    • 2.2.6. Assumption for Study

Chapter 3. Global Battery Materials Market Overview

  • 3.1. Industry Value Chain Analysis
    • 3.1.1. Material Provider
    • 3.1.2. Manufacturer
    • 3.1.3. Distributor
    • 3.1.4. End User
  • 3.2. Industry Outlook
    • 3.2.1. Global Battery Materials Market, 2020-2035 (in US$ Mn)
    • 3.2.2. Battery Materials Market Overview and Regional Capacity Forecasts
  • 3.3. PESTLE Analysis
  • 3.4. Porter's Five Forces Analysis
    • 3.4.1. Bargaining Power of Suppliers
    • 3.4.2. Bargaining Power of Buyers
    • 3.4.3. Threat of Substitutes
    • 3.4.4. Threat of New Entrants
    • 3.4.5. Degree of Competition
  • 3.5. Market Growth and Outlook
    • 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
    • 3.5.2. Price Trend Analysis, By Material
  • 3.6. Market Attractiveness Analysis
    • 3.6.1. By Material
    • 3.6.2. By Region
    • 3.6.3. Actionable Insights (Analyst's Recommendations)

Chapter 4. Competition Dashboard

  • 4.1. Market Concentration Rate
  • 4.2. Company Market Share Analysis (Value %), 2025
  • 4.3. Competitor Mapping & Benchmarking
    • 4.3.1. Key players - By Region

Chapter 5. Global Battery Materials Market Analysis

  • 5.1. Market Dynamics and Trends
    • 5.1.1. Growth Drivers
    • 5.1.2. Restraints
    • 5.1.3. Opportunity
    • 5.1.4. Key Trends
  • 5.2. Market Opportunity Snapshot
  • 5.3. By Material
    • 5.3.1. Key Insights
    • 5.3.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.3.2.1. Cathode
      • 5.3.2.2. Anode
      • 5.3.2.3. Electrolyte
      • 5.3.2.4. Separator
  • 5.4. By Battery Type
    • 5.4.1. Key Insights
    • 5.4.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.4.2.1. Lithium-ion
      • 5.4.2.2. Lead acid
      • 5.4.2.3. Others
  • 5.5. By Application
    • 5.5.1. Key Insights
    • 5.5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.5.2.1. Automotive
      • 5.5.2.2. Consumer Electronics
      • 5.5.2.3. Industrial
      • 5.5.2.4. Others
  • 5.6. By Region
    • 5.6.1. Key Insights
    • 5.6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
      • 5.6.2.1. North America
        • 5.6.2.1.1. The U.S.
        • 5.6.2.1.2. Canada
        • 5.6.2.1.3. Mexico
      • 5.6.2.2. Europe
        • 5.6.2.2.1. Western Europe
          • 5.6.2.2.1.1. The UK
          • 5.6.2.2.1.2. Germany
          • 5.6.2.2.1.3. France
          • 5.6.2.2.1.4. Italy
          • 5.6.2.2.1.5. Spain
          • 5.6.2.2.1.6. Rest of Western Europe
        • 5.6.2.2.2. Eastern Europe
          • 5.6.2.2.2.1. Poland
          • 5.6.2.2.2.2. Russia
          • 5.6.2.2.2.3. Rest of Eastern Europe
      • 5.6.2.3. Asia Pacific
        • 5.6.2.3.1. China
        • 5.6.2.3.2. India
        • 5.6.2.3.3. Japan
        • 5.6.2.3.4. South Korea
        • 5.6.2.3.5. Australia & New Zealand
        • 5.6.2.3.6. ASEAN
            • 5.6.2.3.6.1.1. Indonesia
            • 5.6.2.3.6.1.2. Malaysia
            • 5.6.2.3.6.1.3. Thailand
            • 5.6.2.3.6.1.4. Singapore
            • 5.6.2.3.6.1.5. Rest of ASEAN
        • 5.6.2.3.7. Rest of Asia Pacific
      • 5.6.2.4. Middle East & Africa
        • 5.6.2.4.1. UAE
        • 5.6.2.4.2. Saudi Arabia
        • 5.6.2.4.3. South Africa
        • 5.6.2.4.4. Rest of MEA
      • 5.6.2.5. South America
        • 5.6.2.5.1. Argentina
        • 5.6.2.5.2. Brazil
        • 5.6.2.5.3. Rest of South America

Chapter 6. North America Battery Materials Market Analysis

  • 6.1. Market Dynamics and Trends
    • 6.1.1. Growth Drivers
    • 6.1.2. Restraints
    • 6.1.3. Opportunity
    • 6.1.4. Key Trends
  • 6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 6.2.1. By Material
    • 6.2.2. By Battery Type
    • 6.2.3. By Application
    • 6.2.4. By Region

Chapter 7. Europe Battery Materials Market Analysis

  • 7.1. Market Dynamics and Trends
    • 7.1.1. Growth Drivers
    • 7.1.2. Restraints
    • 7.1.3. Opportunity
    • 7.1.4. Key Trends
  • 7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 7.2.1. By Material
    • 7.2.2. By Battery Type
    • 7.2.3. By Application
    • 7.2.4. By Region

Chapter 8. Asia Pacific Battery Materials Market Analysis

  • 8.1. Market Dynamics and Trends
    • 8.1.1. Growth Drivers
    • 8.1.2. Restraints
    • 8.1.3. Opportunity
    • 8.1.4. Key Trends
  • 8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 8.2.1. By Material
    • 8.2.2. By Battery Type
    • 8.2.3. By Application
    • 8.2.4. By Region

Chapter 9. Middle East & Africa Battery Materials Market Analysis

  • 9.1. Market Dynamics and Trends
    • 9.1.1. Growth Drivers
    • 9.1.2. Restraints
    • 9.1.3. Opportunity
    • 9.1.4. Key Trends
  • 9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 9.2.1. By Material
    • 9.2.2. By Battery Type
    • 9.2.3. By Application
    • 9.2.4. By Region

Chapter 10. South America Battery Materials Market Analysis

  • 10.1. Market Dynamics and Trends
    • 10.1.1. Growth Drivers
    • 10.1.2. Restraints
    • 10.1.3. Opportunity
    • 10.1.4. Key Trends
  • 10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 10.2.1. By Material
    • 10.2.2. By Battery Type
    • 10.2.3. By Application
    • 10.2.4. By Region

Chapter 11. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

  • 11.1. Albemarle Corporation
  • 11.2. Asahi Kasei Corporation
  • 11.3. BASF SE
  • 11.4. Entek International Ltd.
  • 11.5. Johnson Matthey
  • 11.6. Livent
  • 11.7. Mitsubishi Chemical Holdings Corporation
  • 11.8. Nichia Corporation
  • 11.9. Showa Denko K. K.
  • 11.10. Sumitomo Chemical Co. Ltd.
  • 11.11. Targray Technology International Inc.
  • 11.12. Umicore N.V.
  • 11.13. Other Prominent Players

Chapter 12. Annexure

  • 12.1. List of Secondary Sources
  • 12.2. Key Country Markets- Macro Economic Outlook/Indicators