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1512657

全球电池隔膜市场 - 2024-2031

Global Battery Separator Market - 2024-2031

出版日期: 2024年07月10日 | 出版商:

DataM Intelligence | 英文 224 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

全球电池隔膜市场在 2023 年达到 106 亿美元，预计到 2031 年将达到 381 亿美元，2024-2031 年预测期间复合年增长率为 17.4%。

在全球范围内，用于电网稳定和再生能源整合的储能係统（ESS）的使用正在不断增长。为了在这些系统中提供有效的能量传输和存储，电池隔膜是至关重要的部分。公用事业公司和政府正在资助大型储能项目，以推广风能和太阳能等再生能源。

由于电动车的日益普及，全球电池隔膜市场预计将大幅成长。由于电动车依赖创新的电池技术，因此需要高性能隔膜来确保使用寿命、安全性和效率。随着政府实施更高的污染法规以及消费者想要更清洁的交通方式，对电动车 (EV) 的需求正在上升。

亚太地区是全球电池隔膜市场的成长地区之一，占超过1/3的市场。日本、中国和印度的锂离子电池隔膜生产设施不断增加。例如，2021年，领先的锂离子电池隔膜製造商旭化成计划扩大其日本宫崎工厂的Hipore锂离子电池隔膜产能。该公司一直积极致力于发展其锂离子电池分离器业务，并在日本拥有湿式生产设施。

动力学

电动车中电池分离器的使用量不断增加，电动车 (EV) 的需求不断增长

全球电池隔膜市场的主要推动力是电动车使用量的不断增加。为了让电动车电池提供最佳的性能、使用寿命和安全性，隔膜需要坚固且持久。只要政府和消费者继续高度重视永续性和低碳排放，电动车市场就会持续成长。

这种趋势的直接结果是对创新电池技术的需求不断增长，例如具有更好热稳定性、更高能量密度和更长循环寿命的隔膜。为了满足电动车应用的严格要求，製造商正在大力投资开发下一代分离器。除了推动市场扩张之外，这种需求还推动了隔膜材料和生产技术的技术突破和创新。

例如，本田汽车于 2024 年启动了一项 150 亿加元（110 亿美元）的投资计划，在安大略省新建电动车和电池生产工厂，这是其在加拿大有史以来最大的承诺。该倡议是与加拿大总理贾斯汀·杜鲁多共同宣布的，突显了本田对北美电动车需求不断增长的回应。与日本同行一样，本田进入电动车市场相对较晚，现在正在加强与充满活力的中国竞争对手进行更有效的竞争。这项发展将推动全球电池隔膜市场的成长。

电池材料与电池技术的技术发展

电池技术和材料的发展是推动全球电池隔膜市场的关键因素。这些发展不断提高各行业使用的电池的效率、功能和安全性。阴极、阳极和电解质材料科学的进步带来了更高的能量密度和更长的电池寿命。

这些资料要求开发复杂的电池隔膜，以支援理想的离子传输和温度控制。更好的材料还支援电池的安全性和可靠性，这对于电动车 (EV) 和电网规模储能係统等具有严格安全法规的用途非常重要。

例如，24M 在 2024 年推出了新型电池隔离膜 24M Impervio，旨在提高电动车、储能係统和消费应用中使用的锂离子和锂金属电池的安全性。该技术旨在防止金属枝晶形成和电极错位等问题，这些问题可能导致火灾和召回。

严格的监管要求

电池隔膜材料受到全球监管体系的严格监管。性能要求、安全性和环境通常是这些规则的主要主题。例如，规则可能要求一定程度的机械强度、耐化学性和热稳定性。遵守这些限制会增加生产成本和生产新产品所需的时间。

为了遵守这些不断变化的法规，企业必须在研发上投入资金，这可能会阻碍创新和市场进入。此外，对于在全球营运的公司来说，不同地区监管标准的差异增加了复杂性。此限制要求不断调整和投资于合规倡议，从而影响市场的灵活性和获利能力。

原物料价格波动

电池的低耐热性和操作安全性以及其他安全问题正在阻碍该行业的发展。生产电池隔膜产品和解决方案所需原材料的供需不平衡和变化进一步阻碍了市场。

生产商还必须处理一些问题，例如确保用于製造电池隔膜的材料具有一致的品质。这是一个额外的市场限制。此外，废弃电池运输和储存的问题阻碍了市场的扩张。在预测期内，与铅酸、镍氢和钠硫等其他电池类型相比，锂离子电池市场的扩张预计将因其高成本而受到阻碍。

Globally, the use of energy storage systems (ESS) for grid stabilization and integration of renewable energy is growing. To provide effective energy transfer and storage in these systems, battery separators are crucial parts. Huge energy storage projects are being funded by utilities and governments to promote renewable energy sources like wind and solar energy.

The global market for battery separators is expected to increase at a significant rate due to the growing popularity of electric cars. Since EVs depend on innovative battery technology, high-performance separators are necessary to guarantee longevity, safety, and efficiency. The demand for electric vehicles (EVs) is rising as governments impose higher pollution laws and consumers want cleaner modes of transportation.

Asia-Pacific is among the growing regions in the global battery separator market covering more than 1/3rd of the market. Growing production facilities for Lithium-Ion battery separators in Japan, China, and India. For Instance, in 2021, Leading LIB separator manufacturer Asahi Kasei planned to expand the Hipore Lithium-Ion battery separator production capacity at its Miyazaki, Japan, facility. The firm has been aggressively concentrating on growing its LIB separator business, with wet-process production facilities in Japan.

Dynamics

Rising Usage of Battery Separators in Electric Vehicles and Growing Demand for Electric Vehicles (EVs)

The global market for battery separators is being driven mostly by the rising use of electric cars. For EV batteries to provide maximum performance, lifespan, and safety, separators need to be strong and long-lasting. The market for EVs is still growing as long as governments and consumers continue to place a high priority on sustainability and lower carbon emissions.

The growing demand for innovative battery technology, such as separators with better thermal stability, increased energy density, and longer cycle life, is a direct result of this trend. To satisfy the demanding requirements of electric vehicle applications, manufacturers are making significant investments in the development of next-generation separators. The need propels technical breakthroughs and innovation in separator materials and production techniques, in addition to driving market expansion.

For Instance, in 2024, Honda Motor launched a C$15 billion ($11 billion) investment plan for new EV and battery production plants in Ontario, its largest-ever commitment in Canada. The initiative, announced alongside Canadian Prime Minister Justin Trudeau, underscores Honda's response to rising North American demand for EVs. Like its Japanese counterparts, Honda, which entered the EV market relatively late, is now ramping up efforts to compete more effectively against dynamic Chinese rivals. The development is set to drive growth in the global battery separator market.

Technological Development in Battery Materials and Battery Technology

The development of battery technology and materials is a key factor propelling the global market for battery separators. The efficiency, functionality, and safety of batteries used in various industries are constantly being improved by these developments. Higher energy densities and longer battery life result from advancements in cathode, anode, and electrolyte material science.

The data demands the development of sophisticated battery separators that can support ideal ion transport and temperature control. Better materials also support battery safety and dependability, which is important for uses with strict safety regulations, such as electric vehicles (EVs) and grid-scale energy storage systems.

For Instance, in 2024, 24M unveiled a new battery separator, 24M Impervio, designed to enhance safety in lithium-ion and lithium-metal batteries used in EVs, energy storage systems, and consumer applications. The technology aims to prevent issues such as metallic dendrite formation and electrode misalignments, which can lead to fires and recalls.

Stringent Regulatory Requirements

Battery separator materials are subject to strict regulations imposed by regulatory systems globally. Performance requirements, safety, and the environment are frequently the main topics of these rules. For example, rules can require a certain degree of mechanical strength, chemical resistance, and thermal stability. The cost of production and the time needed to produce new items are increased by adhering to these restrictions.

To comply with these changing regulations, businesses must spend money on research and development, which might impede innovation and market entrance. Moreover, for firms that operate globally, differences in regulatory standards across different areas add to the complexity. The restriction affects the market's flexibility and profitability by requiring constant adaptation and investment in compliance initiatives.

Volatile Prices of Raw Materials

The low heat resistance and operating safety of batteries, along with other security concerns, are impeding the growth of this industry. The market is further hampered by the imbalances and variations in the supply and demand of the raw materials needed to produce these goods and solutions for the battery separator.

The producers also have to deal with issues like ensuring that the materials used to make battery separators are of consistent quality. The is an additional market constraint. Furthermore, the problems with used battery transportation and storage impede market expansion. During the projected period, the expansion of the lithium-ion battery market is anticipated to be hindered by its high cost when compared to other battery types like lead-acid, nickel-metal-hydride, and sodium-sulfur.

Segment Analysis

The global battery separator market is segmented based on material, thickness, layer, battery type, technology, application, and region.

Increasing Demand for Lithium-Ion Battery Separators for Electric Vehicles Application

The automotive segment is among the growing regions in the global battery separator market covering more than 1/3rd of the market. The rising adoption of electric vehicles (EVs) is a primary catalyst fueling the growth of the global battery separator market, which is mostly driven by the rise of lithium-ion (Lithium-Ion) batteries. The demand for electric vehicles (EVs) has increased as governments throughout the world impose stricter pollution laws and encourage greener mobility.

For Instance, in 2024, Asahi Kasei planned to build an integrated plant in Ontario, Canada, for manufacturing and coating Hipore wet-process lithium-ion battery separators. It has a basic agreement with Honda Motor Co., Ltd. for potential joint investments. The Development Bank of Japan Inc. (DBJ) will fund Asahi Kasei Battery Separator Corp.2, set to launch in October 2024, through preferred shares. Additional financial support is anticipated from both the federal and provincial governments of Canada.

Geographical Penetration

Increasing Usage of Battery Separators in the Electronics Industry and Growing Investments in Asia-Pacific

Asia-Pacific has been a dominant force in the global Battery Separator Market. The market for battery separators is expected to be impacted by the rising demand for various electronic gadgets as well as technical developments. Moreover, the industry is growing as a result of the rising output of consumer electronics in emerging nations like China, Japan, South Korea, India, and others. The market is growing because of the significant concentration of EV and consumer electronics manufacturers.

For Instance, in 2022, Hollingsworth & Vose (H&V) is making a strategic investment in its Mysuru plant in India, aimed at doubling its manufacturing capacity for battery separators to cater to both South Asian and global markets. The expansion will significantly increase H&V's ability to serve the international market, presenting an exciting opportunity to enhance its local presence in India. The growth initiative aligns with H&V's commitment to supporting the global shift towards clean and sustainable energy storage solutions.

The Asia-Pacific market is expected to have continuous potential due to the rise of the automotive sector. With the increasing investment in research and development in the sector, countries like China, Japan, and India are predicted to expand at a significant rate. Additionally, the market is being driven by the growing use of lithium-ion batteries, particularly in the automobile industry.

For Instance, in 2023, INV New Material Technology (M) Sdn Bhd, a subsidiary of China's Shenzhen Senior Technology Material Co Ltd, launched its first plant in Malaysia with an RM3.2 billion investment. As a leading company in the global lithium battery separator industry, this new facility in Penang Technology Park will produce 1.3 billion square meters of wet-process and coated separators annually. It is the first such facility in Southeast Asia, as highlighted by the Malaysian Investment Development Authority (MIDA) and INV.

COVID-19 Impact Analysis

The global market for battery separators was greatly affected by the COVID-19 pandemic, mainly because of supply chain interruptions and a decline in demand in some industries. Due to the global lockdowns and limitations, the automobile and energy storage industries which are big users of batteries and, by extension, battery separators had production halts and limited operations.

Additionally, Significant delays and shortages were brought on by the decline in industrial activity and disruptions in the flow of raw materials and completed items, which had an impact on the expansion of the market as a whole. In addition to these difficulties, it is anticipated that the market for battery separators will return and expand in the post-pandemic era due to rising demand for EVs and renewable energy storage options.

The popularity of electric vehicles (EVs) has increased due to the transition towards cleaner energy sources and the increased focus on lowering greenhouse gas emissions. It has also increased the demand for lithium-ion batteries. The battery separator market is expected to increase significantly in the upcoming years as nations adopt laws and efforts that favor electric transportation.

Furthermore, the pandemic has shown how crucial technical developments and corporate resilience are. Businesses in the battery separator industry are putting more of an emphasis on strategic planning and innovation to take advantage of new possibilities and manage uncertainty. It is anticipated that increased manufacturing efficiency and the creation of battery separators with higher efficiency would boost market competitiveness.

Russia-Ukraine War Impact Analysis

The ongoing war between Russia and Ukraine has had a substantial impact on supply chains, manufacturing prices, and market dynamics in the battery separator industry globally. The main effect is supply chain disruption, especially for raw materials needed to produce battery separators.

The conflict has resulted in shortages of supplies, higher costs, and logistical difficulties. Russia and Ukraine are important suppliers of several resources. Increased production costs and supply chain delays have resulted from this disturbance in the availability of polypropylene and polyethylene, which are essential for the production of battery separators.

Furthermore, a climate of uncertainty influenced by geopolitical unrest has an impact on market expansion and investment choices. Concerns over energy security have increased as a result of the conflict, leading nations to hasten the use of electric vehicles (EVs) and renewable energy sources in their long-term energy plans.

It has increased demand for battery separators, especially in the EV industry, as countries look to become more energy-independent and less dependent on fossil fuels. Despite the short-term difficulties brought on by the conflict, innovation and development in the battery separator market are anticipated due to the rising focus on sustainable energy solutions.

By Material

Polyethylene (PE)
Polypropylene (PP)
Absorber Glass Mat (AGM)
Others

By Thickness

Below 20 micrometers (µm)
20 µm to 50 µm
50 µm to 100 µm
Above 100 µm

By Layer

Single-Layer
Multilayer
Microporous
Others

By Battery Type

Lithium-Ion
Lead Acid
Others

By Technology

By Application

Industrial
Electronics
Automotive
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

On April 25, 2024, Honda Motor launched a C$15 billion ($11 billion) investment plan for new EV and battery production plants in Ontario, its largest-ever commitment in Canada. The initiative, announced alongside Canadian Prime Minister Justin Trudeau, underscores Honda's response to rising North American demand for EVs. Like its Japanese counterparts, Honda, which entered the EV market relatively late, is now ramping up efforts to compete more effectively against dynamic Chinese rivals. The development is set to drive growth in the global battery separator market.
On December 01, 2023, INV New Material Technology (M) Sdn Bhd, a subsidiary of China's Shenzhen Senior Technology Material Co Ltd, launched its first plant in Malaysia with an RM3.2 billion investment. As a leading company in the global lithium battery separator industry, this new facility in Penang Technology Park will produce 1.3 billion square meters of wet-process and coated separators annually. It is the first such facility in Southeast Asia, as highlighted by the Malaysian Investment Development Authority (MIDA) and INV.
On March 15, 2022, Hollingsworth & Vose (H&V) is making a strategic investment in its Mysuru plant in India, aimed at doubling its manufacturing capacity for battery separators to cater to both South Asian and global markets. The expansion will significantly increase H&V's ability to serve the international market, presenting an exciting opportunity to enhance its local presence in India. The growth initiative aligns with H&V's commitment to supporting the global shift towards clean and sustainable energy storage solutions.

Competitive Landscape

The major global players in the market include Asahi Kasei, Toray Industry, Freudenberg, SK Innovation, Entek International, Sumitomo Chemical, Ube Industries, Bernard Dumas, Dreamweaver International, and W-Scope Industries.

Why Purchase the Report?

To visualize the global battery separator market segmentation based on material, thickness, layer, battery type, technology, application, and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of battery separator market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The global battery separator market report would provide approximately 86 tables, 85 figures, and 224 Pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Material
3.2. Snippet by Thickness
3.3. Snippet by Layer
3.4. Snippet by Battery Type
3.5. Snippet by Technology
3.6. Snippet by Application
3.7. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rising Usage of Battery Separators in Electric Vehicles and Growing Demand for Electric Vehicles (EVs)
  - 4.1.1.2. Technological Development in Battery Materials and Battery Technology
- 4.1.2. Restraints
  - 4.1.2.1. Stringent Regulatory Requirements
  - 4.1.2.2. Volatile Prices of Raw Materials
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID-19
- 6.1.2. Scenario During COVID-19
- 6.1.3. Scenario Post COVID-19
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Material

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 7.1.2. Market Attractiveness Index, By Material
7.2. Polyethylene (PE)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Polypropylene (PP)
7.4. Absorber Glass Mat (AGM)
7.5. Others

8. By Thickness

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Thickness
- 8.1.2. Market Attractiveness Index, By Thickness
8.2. Below 20 micrometers (µm)*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. 20 µm to 50 µm
8.4. 50 µm to 100 µm
8.5. Above 100 µm

9. By Layer

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Layer
- 9.1.2. Market Attractiveness Index, By Layer
9.2. Single-Layer*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Multilayer
9.4. Microporous
9.5. Others

10. By Battery Type

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 10.1.2. Market Attractiveness Index, By Battery Type
10.2. Lithium-ion*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Lead-Acid
10.4. Others

11. By Technology

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 11.1.2. Market Attractiveness Index, By Technology
11.2. Dry*
- 11.2.1. Introduction
- 11.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
11.3. Wet

12. By Application

12.1. Introduction
- 12.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.1.2. Market Attractiveness Index, By Application
12.2. Industrial*
- 12.2.1. Introduction
- 12.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
12.3. Electronics
12.4. Automotive
12.5. Others

13. By Region

13.1. Introduction
- 13.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 13.1.2. Market Attractiveness Index, By Region
13.2. North America
- 13.2.1. Introduction
- 13.2.2. Key Region-Specific Dynamics
- 13.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.2.6.1. The U.S.
  - 13.2.6.2. Canada
  - 13.2.6.3. Mexico
13.3. Europe
- 13.3.1. Introduction
- 13.3.2. Key Region-Specific Dynamics
- 13.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.3.6.1. Germany
  - 13.3.6.2. UK
  - 13.3.6.3. France
  - 13.3.6.4. Russia
  - 13.3.6.5. Spain
  - 13.3.6.6. Rest of Europe
13.4. South America
- 13.4.1. Introduction
- 13.4.2. Key Region-Specific Dynamics
- 13.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.4.6.1. Brazil
  - 13.4.6.2. Argentina
  - 13.4.6.3. Rest of South America
13.5. Asia-Pacific
- 13.5.1. Introduction
- 13.5.2. Key Region-Specific Dynamics
- 13.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 13.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 13.5.6.1. China
  - 13.5.6.2. India
  - 13.5.6.3. Japan
  - 13.5.6.4. Australia
  - 13.5.6.5. Rest of Asia-Pacific
13.6. Middle East and Africa
- 13.6.1. Introduction
- 13.6.2. Key Region-Specific Dynamics
- 13.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Type
- 13.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 13.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

14. Competitive Landscape

14.1. Competitive Scenario
14.2. Market Positioning/Share Analysis
14.3. Mergers and Acquisitions Analysis

15. Company Profiles

15.1. Asahi Kasei*
- 15.1.1. Company Overview
- 15.1.2. Product Portfolio and Description
- 15.1.3. Financial Overview
- 15.1.4. Key Developments
15.2. Toray Industry
15.3. Freudenberg
15.4. SK Innovation
15.5. Entek International
15.6. Sumitomo Chemical
15.7. Ube Industries
15.8. Bernard Dumas
15.9. Dreamweaver International
15.10. W-Scope Industries

LIST NOT EXHAUSTIVE