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电池

市场调查报告书

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1666197

全球新一代先进电池市场 - 2025 至 2032 年

Global Next Generation Advanced Batteries Market - 2025-2032

出版日期: 2025年02月24日 | 出版商:

DataM Intelligence | 英文 202 Pages | 商品交期: 最快1-2个工作天内

价格

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简介目录

2024 年全球新一代先进电池市场规模达到 19.5 亿美元，预计到 2032 年将达到 34.1 亿美元，在 2025-2032 年预测期内的复合年增长率为 7.24%。

随着製造商从传统锂离子技术转向更具创新性的替代技术，下一代先进电池产业正经历一场重要的革命。这项进步是由对更高能量密度、更高安全性和更永续的电池解决方案日益增长的需求所推动的。该产业在多种技术的研究和开发上投入了大量资金，包括固态、锂硫和金属空气电池技术。

2023年，梅赛德斯-宾士与ProLogium建立策略联盟，以加速固态电池技术的进步，彰显了该产业致力于推动下一代技术进步的决心。随着製造商寻求传统锂离子电池零件的替代品，下一代电池的原料模式正在发生重大转变。

业界正在积极研究硫之类的材料，与传统材料相比，这些材料可能具有成本效益并提高能量密度。 2023 年 5 月，Britishvolt 与 Monbat Group 达成重大协议，以 3,600 万美元收购先进技术电池单元创新者 EAS，凸显了该行业对获得先进电池技术和确保原材料供应链的重视。

亚太地区是电池製造的主要地区，主要由中国、日本和韩国等国家主导。中国引领下一代电池市场，拥有强大的生产能力以及政府对电动车和再生能源储存的大力支持。该地区的优势在于拥有强大的供应网络和知名电池製造商。

动力学

驱动因素1：下一代先进电池与再生能源系统的整合

下一代先进电池与再生能源系统的结合是市场扩张的重要驱动力。随着全球能源需求的增加，有效的能源储存系统来稳定电网和调节间歇性再生能源的必要性变得至关重要。先进的电池技术，包括固态电池和锂硫电池，正在提高能量密度、循环寿命和充电效率，使其适用于广泛的储能应用。

这一趋势的关键例子是霍尼韦尔与 FREYR Battery SA 在 2023 年建立的合作伙伴关係。这些进步有助于将太阳能和风能等再生能源顺利纳入电网，从而减少对化石燃料的依赖。

此外，电池化学和生产的进步有助于降低成本，从而加快采用。随着政府和工业界强调脱碳，用于再生能源整合的下一代电池的投资预计将增加，这将增强其在促进全球能源永续性方面的重要性。

驱动因素 2——技术进步

在智慧联盟和持续创新的推动下，商业化格局正在迅速转变。主要汽车製造商和科技公司正在加大对先进电池技术的投资，以发展可持续的供应链和竞争优势。

2024年初，一个重大进展是多家製造商披露了固态电池生产计划，其中 CATL 和丰田等主要行业参与者取得了令人瞩目的发展。与传统锂离子电池相比，固态电池具有更高的能量密度、更好的安全性和更长的使用寿命，因此对电动车（EV）和其他高性能应用特别有吸引力。

电池製造商、汽车公司和研究机构之间日益密切的合作正在培育强大的创新生态系统。此次合作促进了电池化学、生产可扩展性和能源效率的发展，加速了市场扩张。随着企业不断提高电池性能和生产能力，下一代先进电池预计将成为未来储能和电气化的关键。

限制因素：原材料成本上涨

碳酸锂成本由2010年每吨5,180美元上涨至2021年每吨17,000美元，波动较大。成本上升给电池製造商带来压力，并推高了生产价格，限制了消费者的购买能力。锂的供应受限加剧了这一问题，引发了供应链担忧，并阻碍了依赖锂基化学成分的先进电池技术的广泛应用。

业界已加强开发替代电池技术，包括钠离子、镁离子和锂硫电池，这些技术利用了更丰富、更经济的原料。儘管这些替代方案提供了有趣的选择，但它们的商业化和可扩展性仍处于起步阶段，阻碍了它们在减少对锂的依赖方面的有效性。

锂的持续价格波动和供应限制对下一代先进电池的广泛应用和经济可行性构成了重大障碍，阻碍了短期和中期内的市场扩张。

The next-generation advanced batteries industry is seeing an important revolution as manufacturers transition from traditional lithium-ion technology to more inventive alternatives. This advancement is driven by increasing demand for improved energy density, superior safety and more sustainable battery solutions. The sector has experienced significant expenditures in the research and development of diverse technologies, including solid-state, lithium-sulfur and metal-air battery technologies.

In 2023, Mercedes-Benz formed a strategic alliance with ProLogium to expedite the advancement of solid-state battery technology, highlighting the industry's dedication to progressing next-generation technologies. The raw material landscape for next-generation batteries is undergoing significant transformations as manufacturers pursue alternatives to conventional lithium-ion battery components.

The industry is aggressively investigating materials like sulfur, which presents possible cost benefits and enhanced energy density relative to traditional materials. In May 2023, Britishvolt entered into a substantial agreement with Monbat Group to buy EAS, an innovator in advanced technology battery cells, valued at US$ 36 million, underscoring the industry's emphasis on obtaining advanced battery technology and ensuring raw material supply chains.

Asia-Pacific is a major region for battery manufacture, dominated by nations including China, Japan and South Korea. China leads the next-generation battery market, possessing significant production capabilities and considerable governmental backing for electric vehicles and renewable energy storage. The area advantages from a robust supply network and the existence of prominent battery manufacturers.

Dynamics

Driver 1 - Integration of next-generation advanced batteries with renewable energy systems

The integration of next-generation advanced batteries with renewable energy systems is an essential driver for market expansion. With the increase in global energy demands, the necessity for effective energy storage systems to stabilize the grid and regulate intermittent renewable power sources has become critical. Advanced battery technologies, including solid-state and lithium-sulfur batteries, are improving energy density, cycle longevity and charging efficiency, rendering them suitable for extensive energy storage applications.

An key instance of this trend is the partnership between Honeywell and FREYR Battery SA in 2023. Honeywell's pledge to acquire 19 GWh of battery cells by 2030 highlights the growing dependence on sophisticated batteries for energy storage applications. The advancements facilitate the smooth incorporation of renewable energy sources, such as solar and wind, into power grids, thereby diminishing dependence on fossil fuels.

Moreover, advancements in battery chemistry and production are facilitating cost reductions, hence expediting adoption. With governments and industry emphasizing decarbonization, investments in next-generation batteries for renewable energy integration are anticipated to increase, reinforcing their significance in promoting global energy sustainability.

Driver 2 - Technological advancements

The commercialization landscape is swiftly transforming, propelled by smart alliances and ongoing innovation. Major automotive manufacturers and technology companies are increasingly investing in advanced battery technologies to develop sustainable supply chains and competitive advantages.

In early 2024, a significant advancement was the revelation of solid-state battery production plans by multiple manufacturers, with major industry players like CATL and Toyota achieving noteworthy development. Solid-state batteries provide higher energy density, improved safety and extended lifespans relative to traditional lithium-ion batteries, rendering them particularly appealing for electric vehicles (EVs) and other high-performance applications.

The growing collaboration among battery makers, automotive firms and research institutes is cultivating a strong innovation ecosystem. The collaborations enhance developments in battery chemistry, production scalability and energy efficiency, hence accelerating market expansion. As corporations persist in improving battery performance and production capacities, next-generation advanced batteries are anticipated to be crucial in the future of energy storage and electrification.

Restraint: Rising cost of raw materials

The cost of lithium carbonate escalated from US$5,180 per metric ton in 2010 to US$17,000 per metric ton in 2021, indicating considerable fluctuation. The rise in costs has exerted pressure on battery makers, elevating production prices and constraining affordability for consumers. The restricted availability of lithium exacerbates the problem, generating supply chain concerns and hindering the widespread adoption of sophisticated battery technologies that depend on lithium-based chemistries.

The industry has escalated initiatives to create alternative battery technologies, including sodium-ion, magnesium-ion and lithium-sulfur batteries, which utilize more plentiful and economical ingredients. Although these alternatives provide intriguing options, their commercialization and scalability are still in nascent phases, hindering their effectiveness in reducing lithium dependency.

The persistent price volatility and supply limitations of lithium present a significant obstacle to the extensive adoption and economic viability of next-generation advanced batteries, hindering market expansion in the short to medium term.

Segment Analysis

The global next generation advanced batteries market is segmented based on technology, application, end-user and region.

Metal-Air batteries high energy density for future applications

Metal-air batteries, especially those using zinc and aluminum, are emerging as potential options for stationary energy storage and electric vehicle (EV) applications. Its elevated potential energy density, along with attributes like safety, affordability and sustainability, makes them a compelling choice for next-generation energy storage. Despite its benefits, metal-air batteries encounter significant technological obstacles, particularly concerning rechargeability and the stability of the air electrode.

Research and development (R&D) initiatives are actively addressing these limitations by investigating innovative electrode materials and sophisticated electrolyte formulations. Advancements in anode materials (zinc, aluminum, lithium) and cathode catalysts seek to optimize oxygen reduction processes, thereby enhancing battery efficiency and lifespan. Improvements in electrolyte composition-spanning from aqueous to solid-state electrolytes-aim to reduce deterioration, dendrite formation and side reactions, hence boosting battery safety and performance.

In February 2024, Indian Oil Corporation Ltd (IOC) reinforced its commitment to metal-air technology by augmenting its share in Israel-based Phinergy to 17% through a US$ 12.5 million investment. This strategic initiative facilitates the proliferation of metal-air battery applications, especially for auxiliary power in the telecommunications industry.

Geographical Penetration

Government support and innovation propel Asia-Pacific's battery market

Asia-Pacific Next Generation Advanced Batteries Market is experiencing significant growth, driven by the rapid growth of electric vehicles (EVs), increasing investments in renewable energy infrastructure and ongoing improvements in battery technology. Countries including China, Japan and South Korea are at the top of the industry, utilizing their robust battery production capabilities, research endeavors and governmental backing.

China remains to be the dominant influence in the next-generation batteries market, with the biggest share of both production and consumption. The nation's strategic emphasis on electric vehicle adoption and renewable energy initiatives has placed it at the vanguard of battery innovation. Prominent Chinese firms like CATL and BYD are spearheading innovations in solid-state batteries and lithium-ion substitutes, solidifying China's dominance in the industry.

Moreover, governmental incentives for electric vehicle acquisitions and significant investments in battery manufacturing facilities are propelling market growth. The existence of prominent battery makers, along with favorable government regulations throughout Asia-Pacific, is anticipated to maintain the area's supremacy in the global market. With the increasing demand for high-performance, energy-efficient batteries, the Asia-Pacific region is poised to significantly influence the development of next-generation battery technology.

Competitive Landscape

The major Global players in the market include Pathion Holding Inc., GS Yuasa Corporation, Johnson Matthey PLC, PolyPlus Battery Co. Inc., Ilika PLC, Sion Power Corporation, LG Chem Ltd, Saft Groupe SA, BYD Company Ltd. and Contemporary Amperex Technology Co. Ltd.

By Technology

Solid Electrolyte Battery
Magnesium Ion Battery
Next-generation Flow Battery
Metal-Air Battery
Lithium-Sulfur Battery
Other

By Application

Portable Devices
Electric Vehicles (EVs)
Renewable Energy Storage
Military & Defense
Aerospace
Others

By End-User

Consumer Electronics
Transportation
Industrial
Energy Storage
Other

By Region

North America
- US
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- 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

In August 2024, BYD announced the debut of its second-generation blade battery technology, including an energy density of 190 Wh/kg. The battery will be put in electric vehicles and is anticipated to replace LFP batteries in the near future.
In February 2022, the US Department of Energy declared it will allocate US$ 2.91 billion to enhance the development of innovative batteries utilized in stationary energy storage systems and electric cars, as mandated by the Bipartisan Infrastructure Law.
In January 2022, Mercedes-Benz and ProLogium entered into a technical collaboration deal to advance next-generation battery cells. Mercedes Benz intends to transition to an entirely electric fleet by 2030. ProLogium's expertise in solid-state battery research and development, along with its production capabilities, positions it as a formidable partner for Mercedes Benz.

Why Purchase the Report?

To visualize the global next generation advanced batteries market segmentation based on product technology, application, end-user 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 the next generation advanced batteries market 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 next generation advanced batteries market report would provide approximately 62 tables, 60 figures and 202 pages.

Target Audience 2025

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 Technology
3.2. Snippet By Application
3.3. Snippet By End-User
3.4. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Integration of next-generation advanced batteries with renewable energy systems
  - 4.1.1.2. Technological advancements
- 4.1.2. Restraints
  - 4.1.2.1. Rising cost 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. DMI Opinion

6. By Technology

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 6.1.2. Market Attractiveness Index, By Technology
6.2. Solid Electrolyte Battery *
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
6.3. Magnesium Ion Battery
6.4. Next-generation Flow Battery
6.5. Metal-Air Battery
6.6. Lithium-Sulfur Battery
6.7. Other

7. By Application

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 7.1.2. Market Attractiveness Index, By Application
7.2. Portable Devices*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Electric Vehicles (EVs)
7.4. Renewable Energy Storage
7.5. Military & Defense
7.6. Aerospace
7.7. Others

8. By End-User

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 8.1.2. Market Attractiveness Index, By End-User
8.2. Consumer Electronics *
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Transportation
8.4. Industrial
8.5. Energy Storage
8.6. Other

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.6.1. US
  - 9.2.6.2. Canada
  - 9.2.6.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.6.1. Germany
  - 9.3.6.2. UK
  - 9.3.6.3. France
  - 9.3.6.4. Italy
  - 9.3.6.5. Spain
  - 9.3.6.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.6.1. China
  - 9.5.6.2. India
  - 9.5.6.3. Japan
  - 9.5.6.4. Australia
  - 9.5.6.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. Pathion Holding Inc.*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. GS Yuasa Corporation
11.3. Johnson Matthey PLC
11.4. PolyPlus Battery Co. Inc.
11.5. Ilika PLC
11.6. Sion Power Corporation
11.7. LG Chem Ltd
11.8. Saft Groupe SA
11.9. BYD Company Ltd.
11.10. Contemporary Amperex Technology Co. Ltd

LIST NOT EXHAUSTIVE