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全球铅酸电池隔离膜市场 - 2024-2031

Global Lead Acid Battery Separator Market - 2024-2031

出版日期: 2024年07月10日 | 出版商:

DataM Intelligence | 英文 255 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

全球铅酸电池隔膜市场在 2023 年达到 29 亿美元，预计到 2031 年将达到 52 亿美元，2024-2031 年预测期间复合年增长率为 8.4%。

铅酸电池广泛用于再生能源系统，特别是用于储存来自太阳能和风能装置的能量。它们为能源储存提供了可靠且经济高效的解决方案，对于平衡再生能源应用的供需至关重要。现代车辆越来越多地采用启动/停止系统，以提高燃油效率并减少排放。

铅酸电池配备增强型富液式电池 (EFB) 技术，通常使用先进的隔膜来承受频繁的启动停止循环。铅酸电池在工业储能係统中至关重要，为关键系统提供备用电源并支援物料搬运设备。这次探索探讨了它们在工业环境中的效率、可靠性、功能、优势和最佳实践，并强调了它们在推动全球营运方面的重要性。

亚太地区是全球铅酸电池隔膜市场的成长地区之一，占据超过1/3的市场。电池技术的进步，例如电池隔膜材料和生产程序的改进，提高了铅酸电池的性能和安全性。这些发展使铅酸电池变得更加便宜，特别是在安全性和价格是关键因素的应用中。

动力学

不断兴起的循环经济倡议

循环经济措施日益塑造铅酸电池隔膜市场的格局。这些措施的重点是透过尽可能长时间地使用产品和材料、减少浪费以及促进回收和再利用来最大限度地提高产品和材料的价值。

例如，欧盟根据电池指令（指令 2006/66/EC）制定了严格的法规，强制要求回收铅酸电池。 Ecobat 等公司是电池回收领域的领导者，回收可在新电池製造流程中重复使用的有价值材料，从而支援铅酸隔膜市场。

此外，製造商越来越多地使用回收材料来生产铅酸分离器。这种方法透过最大限度地减少浪费和节约资源，减少了对环境的影响，并符合循环经济实践。例如，Eco-bat 是世界上最大的回收材料铅生产商之一，它向电池製造商提供回收铅，后者用其生产新的隔膜和电池。这种闭环系统透过减少对原始材料的需求并降低对环境的影响来支持市场。

全球再生能源产量不断上升

铅酸电池广泛用于再生能源系统，特别是用于储存来自太阳能和风能装置的能量。它们为能源储存提供了可靠且经济高效的解决方案，这对于平衡再生能源应用的供需至关重要。例如，再生能源的成长主要是因为政府提供了更多的激励措施，公司投入了更多的资金，新技术正在改进，随着生产规模的扩大，价格正在下降。

因此，再生能源生产的成长有助于推动市场成长。例如，根据全球风能理事会（GWEC）的资料，截至2023年风电装置容量为906吉瓦，2022年新增风电装置容量为77.6吉瓦，其中中国、美国、巴西、瑞典和德国占风电装置容量的80%。

对备用电源解决方案的依赖日益增加

铅酸电池是不间断电源 (UPS) 系统的支柱，对于确保资料中心、医院和其他基本服务的持续供电至关重要。随着数位基础设施的扩展，对提高电池可靠性和性能的高品质隔膜的需求预计将会成长。

例如，由于对数位服务和云端运算的依赖日益增加，资料中心不断扩展，因此需要强大的备用电源解决方案。铅酸电池因其成本效益和停电期间提供稳定电力的能力而被广泛使用。在这些高要求的环境中，提高电池性能和循环寿命的隔膜至关重要。

2024 年，Google承诺在 2024 年在美国和海外投资数十亿美元，扩大其快速成长的资料中心足迹，为其云端运算基础设施和人工智慧计画提供动力。此外，Google壳公司Sharpless Enterprises最近公布了在维吉尼亚州北部建造一个新资料中心园区的计划，该地区拥有位于华盛顿特区附近的世界上最大的资料中心枢纽

来自替代技术的竞争

来自替代技术，特别是先进电池技术的竞争，极大地抑制了铅酸隔膜市场。与铅酸电池相比，锂离子电池具有更高的能量密度。这意味着它们可以在给定的重量和尺寸下储存更多的能量，从而更适合空间和重量至关重要的应用，例如电动车 (EV) 和便携式电子产品。

例如，由于性能优越，汽车产业正在迅速转向电动车锂离子电池。特斯拉、日产、雪佛兰等主要汽车製造商都采用了锂离子技术，大大减少了汽车产业对铅酸电池的需求。

环境和安全问题

铅酸电池含有有毒的铅和硫酸，对环境和健康构成风险。这些电池的处置和回收需要小心处理，以防止铅污染，这是许多地区日益关注的问题。

例如，根据亚洲开发银行的出版物，铅污染是电动车的固有问题。只要使用铅酸电池，污染率总是比汽油电池高出数倍。据估计，中国铅酸电池中的铅有44%-70%作为废弃物排放到环境中。危险化学物质和金属对地下水和农作物的污染已经在全国造成了一些当地的健康问题。

Lead-acid batteries are extensively used in renewable energy systems, particularly for storing energy from solar and wind installations. They provide a reliable and cost-effective solution for energy storage, crucial for balancing supply and demand in renewable energy applications. Modern vehicles increasingly incorporate stop-start systems to improve fuel efficiency and reduce emissions.

Lead-acid batteries, equipped with enhanced flooded battery (EFB) technology, often use advanced separators to withstand the frequent start-stop cycles. Lead-acid batteries are crucial in industrial energy storage systems, providing backup power for critical systems and supporting material handling equipment. This exploration explores their efficiency, reliability, features, benefits, and best practices in industrial settings, highlighting their importance in powering global operations.

Asia-Pacific is among the growing regions in the global lead acid battery separator market covering more than 1/3rd of the market. Battery technology advancements, such as improvements in battery separator materials and production procedures, increase lead-acid battery performance and safety. The developments are making lead-acid batteries more affordable, especially in applications where safety as well as price are crucial factors.

Dynamics

Rising Circular Economy Initiatives

Circular economy initiatives are increasingly shaping the landscape of the lead acid battery separator market. These initiatives focus on maximizing the value of products and materials by keeping them in use for as long as possible, reducing waste, and promoting recycling and reuse.

For instance, the EU has stringent regulations under the Battery Directive (Directive 2006/66/EC) that mandate the recycling of lead-acid batteries. Companies like Ecobat are leaders in battery recycling, recovering valuable materials that can be reused in new battery manufacturing processes, thereby supporting the market for lead-acid separators.

Additionally, manufacturers are increasingly using recycled materials to produce lead-acid separators. This approach reduces environmental impact and aligns with circular economy practices by minimizing waste and conserving resources. For instance, Eco-bat, one of the world's largest lead producers from recycled materials, supplies reclaimed lead to battery manufacturers who use it to produce new separators and batteries. This closed-loop system supports the market by reducing the need for virgin materials and lowering environmental impact.

Rising Global Renewable Energy Production

Lead-acid batteries are extensively used in renewable energy systems, particularly for storing energy from solar and wind installations. They provide a reliable and cost-effective solution for energy storage, which is crucial for balancing supply and demand in renewable energy applications. For instance, renewable energy is growing mainly because governments are offering more incentives, companies are investing more money, new technology is improving, and prices are dropping as production scales up.

Thus, the rise of renewable energy production helps to boost the market growth. For instance, according to data from the Global Wind Energy Council (GWEC), installed wind power capacity as of 2023 stands at 906 GW, with 77.6 GW of wind capacity added in 2022, and China, U.S. Brazil, Sweden, and Germany accounted for nearly 71% of the total wind installation in 2022. China alone dominated wind turbine assembly, with nearly 82 GW of annual assembly capacity.

Growing Reliance on Backup Power Solutions

Lead-acid batteries are a mainstay in uninterruptible power supply (UPS) systems, critical for ensuring continuous power supply in data centers, hospitals, and other essential services. The demand for high-quality separators that enhance battery reliability and performance is expected to grow with the expansion of digital infrastructure.

For instance, the expansion of data centers, driven by the increasing reliance on digital services and cloud computing, necessitates robust backup power solutions. Lead-acid batteries are widely used for their cost-effectiveness and ability to provide stable power during outages. Separators that enhance battery performance and cycle life are crucial in these high-demand environments.

In 2024, Google committed to investing billions of dollars 2024 in the U.S. and abroad to expand its rapidly growing data center footprint, which powers its cloud computing infrastructure and AI initiatives. In addition, Google shell company Sharpless Enterprises recently unveiled plans to build a new data center campus in Northern Virginia, the region that houses the largest data center hub in the world located near Washington, D.C.

Competition from Alternative Technologies

The competition from alternative technologies, especially advanced battery technologies, significantly restrains the lead-acid separator market. Lithium-ion batteries have a much higher energy density compared to lead-acid batteries. This means they can store more energy for a given weight and size, making them more suitable for applications where space and weight are critical, such as in electric vehicles (EVs) and portable electronics.

For instance, the automotive industry is rapidly shifting towards lithium-ion batteries for electric vehicles due to their superior performance. Major automotive manufacturers like Tesla, Nissan, and Chevrolet have all embraced lithium-ion technology, significantly reducing the demand for lead-acid batteries in the automotive sector.

Environmental and Safety Concerns

Lead-acid batteries contain toxic lead and sulfuric acid, posing environmental and health risks. Disposal and recycling of these batteries require careful handling to prevent lead contamination, a growing concern in many regions.

For instance, according to an ADB publication, lead pollution is an inherent problem with electric vehicles. As long as lead acid batteries are used, there will always be pollution rates several times as high as their gasoline counterparts. It is estimated that 44%-70% of the lead from lead acid batteries in the PRC is released into the environment as waste. Groundwater and crop contamination from hazardous chemicals and metals has already caused some local health problems throughout the country.

Segment Analysis

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

Increasing Demand for Lead Acid Battery Separators for Automotive Application

The automotive segment is among the growing regions in the global lead acid battery separator market covering more than 1/3rd of the market. Lead acid battery separators also play an important role in the field of automotive. For instance, according to the ACEA, in 2022, 85.4 million motor vehicles were produced around the world, an increase of 5.7% compared to 2021. These further increase the demand for lead acid battery separators for automotive applications.

Moreover, investments in the automotive industry are rising rapidly to meet the growing demand of the rising population and to bring innovation to the automobile industry. For instance, Germany is well known for its production capability of automobiles, and the country is well known for its advancements in the same industry. As per the German Association of the Automotive Industry, the investments have risen by 15% in 2022 and have reached US$ 55.7 billion in 2022. From 2024 to 2028, manufacturers and suppliers to the German automotive industry will invest around US$ 300 billion in research and development worldwide.

As per the India Brand Equity Foundation, India's annual production of automobiles in FY23 was 25.9 million vehicles. India has a strong market in terms of domestic demand and exports. In January 2024, the total passenger vehicle sales reached 3,93,074. In April-January FY24, the total production of passenger vehicles, commercial vehicles, three-wheelers, two-wheelers, and quadricycles was 23.36 million units. This production capacity is anticipated to rise in the upcoming future, creating a huge demand for lead acid batteries which is the major component of these vehicles.

Geographical Penetration

Increasing Usage of Electric Vehicles is Driving the Demand for Lead-Acid Batteries in Asia-Pacific

Asia-Pacific has been a dominant force in the global lead acid battery separator market. Lead-acid batteries are commonly employed in industrial applications such as uninterruptible power supply (UPS), telecommunications, and energy storage systems. Lead-acid batteries are a popular choice in these industries due to their dependability and cost-effectiveness, leading to increased demand for battery separators.

The rise of the automotive sector, particularly the increasing usage of electric vehicles (EVs), is driving up demand for lead-acid batteries. These batteries are essential for starting, lighting, and ignition (SLI) applications in automobiles. As the number of automobiles on the road grows, so will the demand for dependable and efficient battery separators.

According to the IEA, the People's Republic of China led the increase in EV sales in 2021, accounting for half of the total growth. China sold more vehicles (3.3 million) in 2021 than the rest of the world combined in 2020. Sales in China more than doubled in the first quarter of 2022 compared to the same period in 2021.

Furthermore, the rising electronic sector supports the growth of the battery separators market. South Korea is one of the world's leading producers of electronics. It is estimated that China produces over 65% of global batteries and more than half of lithium. As a result, it is expected to dominate the lead-acid battery separators market.

COVID-19 Impact Analysis

The COVID-19 pandemic significantly disrupted the global economy, and the lead-acid battery separator market was no exception. The impact was multifaceted, affecting supply chains, production capabilities, and market demand, leading to a temporary decline during the pandemic and a subsequent rise as the situation stabilized and recovery efforts took hold.

Many manufacturing facilities for lead-acid separators experienced shutdowns or operated with reduced workforces to comply with health regulations. This resulted in a significant drop in production volumes during the peak of the pandemic. The automotive industry, a major consumer of lead-acid batteries, saw a sharp decline in sales as consumers postponed purchases and manufacturers reduced output due to plant closures. This, in turn, reduced the demand for battery separators used in automotive applications.

The COVID-19 pandemic has caused major disruptions to daily life globally, with more than 209 million infections (August 2021) and a steady rise in new cases. Wearing masks (including respirators) indoors and outdoors is recommended as a personal preventive measure against COVID-19. The use of masks has increased rapidly, with more than 130 billion masks being discarded every month.

Recycling and separating the various components of masks is difficult; as a result, masks end up being incinerated or disposed of in landfills, which leads to ecosystem disruption and environmental pollution. Therefore, the disposal of masks and residual materials is a major recent environmental issue. The recycled mask is applied as a separator for aqueous rechargeable batteries and shows outstanding safety and electrochemical performance than the existing separator. This approach will lead to an advanced energy technology considering nature after overcoming COVID-19.

Russia-Ukraine War Impact Analysis

The protracted conflict between Russia and Ukraine war has created major volatility in the global energy markets. Given Russia's status as a major energy exporter, the severe economic sanctions imposed on all major sectors of the Russian economy, led to fears of supply shortfalls, thus pushing the price of precious and rare earth metals to new highs.

The war in Ukraine has created major strategic opportunities for battery separator manufacturers. the EU and the U.S. formulated policies to diversify their energy mix and sever dependence on Russian energy imports. EU countries are going all-in towards carbon-free, renewable energy, therefore, demand for energy storage solutions and automotive batteries will increase exponentially over the long term.

However, the war has created short-term challenges for European manufacturers, since elevated energy costs are reducing their competitiveness. Many battery separator material manufacturers are entering into partnerships with Chinese and U.S.-based companies to move their production capacity overseas and preserve their competitiveness.

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 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 October 31, 2023, Asahi Kasei invested in new equipment to coat Hipore lithium-ion battery (LIB) separators. New coating lines will be erected at Asahi Kasei LIB separator plants in the U.S., Japan, and South Korea, with operations set to begin in the first part of fiscal year 2026.
On October 27, 2021, Toray Industries, Inc. announced a joint venture agreement with LG Chem, Ltd. In this collaboration, LG Chem will make a significant investment of US$ 375 million in Toray Industries Hungary Kft. (THU), a wholly-owned subsidiary of Toray dedicated to the production and sales of battery separator film. Subsequently, a new entity named LG Toray Hungary Battery Separator Kft. (LTHS) will be established, with Toray and LG Chem both holding a 50% stake in the venture.
On September 12, 2023, KORE Power, Inc. will incorporate ENTEK lithium separators from Terra Haute, Indiana, into its Arizona KOREPlex battery cells. The agreement involves KORE purchasing separators for NMC and LFP battery cells from ENTEK, starting when the Indiana facility begins operations in 2025. ENTEK is set to supply separators for KOREPlex's initial 7 GWh capacity, with provisions for a potential second phase that could more than double the supply.

Competitive Landscape

The major global players in the market include Asahi Kasei Corporation, Entek International LLC, Bernard Dumas, Daramic (Part of Asahi Kasei Corporation), USEON Technology Limited, MICROPOROUS, LLC, Hollingsworth & Vose, AMER-SIL, Sebang Industrial Co., LTD, Qidong Hengyi Power Supply Co., Ltd.

Why Purchase the Report?

To visualize the global lead acid battery separator market segmentation based on material, thickness, layer, 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 lead acid 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 lead acid battery separator market report would provide approximately 78 tables, 75 figures, and 255 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 Technology
3.5. Snippet by Application
3.6. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rising Circular Economy Initiatives
  - 4.1.1.2. Rising Global Renewable Energy Production
  - 4.1.1.3. Growing Reliance on Backup Power Solutions
- 4.1.2. Restraints
  - 4.1.2.1. Competition from Alternative Technologies
  - 4.1.2.2. Environmental and Safety Concerns
- 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
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
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 Technology

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.1.2. Market Attractiveness Index, By Technology
10.2. Dry*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Wet

11. By Application

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.1.2. Market Attractiveness Index, By Application
11.2. Industrial*
- 11.2.1. Introduction
- 11.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
11.3. Electronics
11.4. Automotive
11.5. Others

12. By Region

12.1. Introduction
- 12.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 12.1.2. Market Attractiveness Index, By Region
12.2. North America
- 12.2.1. Introduction
- 12.2.2. Key Region-Specific Dynamics
- 12.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 12.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.2.5.1. U.S.
  - 12.2.5.2. Canada
  - 12.2.5.3. Mexico
12.3. Europe
- 12.3.1. Introduction
- 12.3.2. Key Region-Specific Dynamics
- 12.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 12.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.3.5.1. Germany
  - 12.3.5.2. UK
  - 12.3.5.3. France
  - 12.3.5.4. Russia
  - 12.3.5.5. Spain
  - 12.3.5.6. Rest of Europe
12.4. South America
- 12.4.1. Introduction
- 12.4.2. Key Region-Specific Dynamics
- 12.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 12.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.4.5.1. Brazil
  - 12.4.5.2. Argentina
  - 12.4.5.3. Rest of South America
12.5. Asia-Pacific
- 12.5.1. Introduction
- 12.5.2. Key Region-Specific Dynamics
- 12.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 12.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.5.5.1. China
  - 12.5.5.2. India
  - 12.5.5.3. Japan
  - 12.5.5.4. Australia
  - 12.5.5.5. Rest of Asia-Pacific
12.6. Middle East and Africa
- 12.6.1. Introduction
- 12.6.2. Key Region-Specific Dynamics
- 12.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 12.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

13. Competitive Landscape

13.1. Competitive Scenario
13.2. Market Positioning/Share Analysis
13.3. Mergers and Acquisitions Analysis

14. Company Profiles

14.1. Asahi Kasei Corporation*
- 14.1.1. Company Overview
- 14.1.2. Product Portfolio and Description
- 14.1.3. Financial Overview
- 14.1.4. Key Developments
14.2. Entek International LLC
14.3. Bernard Dumas
14.4. Daramic (Part of Asahi Kasei Corporation)
14.5. USEON Technology Limited
14.6. MICROPOROUS, LLC
14.7. Hollingsworth & Vose
14.8. AMER-SIL
14.9. Sebang Industrial Co., LTD
14.10. Qidong Hengyi Power Supply Co., Ltd

LIST NOT EXHAUSTIVE