高镍阴极 (NMC 811) 市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024年，全球高镍正极材料 (NMC 811) 市场规模达21亿美元，预计到2034年将以7.1%的复合年增长率成长，达到42亿美元。这一成长源自于电动车和大规模储能领域对高性能锂离子电池需求的激增。 NMC 811正极材料成分为80%的镍、10%的锰和10%的钴，具有卓越的能量密度和热稳定性。该材料日益普及，很大程度上得益于业界努力减少对钴的依赖。钴价格高昂，面临供应链挑战。企业正在转向富镍化学材料，以满足长续航电动车的需求，同时最大限度地降低与钴采购相关的风险敞口。

电池製造商正在积极拥抱阴极设计和生产方面的创新，以增强电池的稳定性、能量保持能力和高效的热性能。这些技术进步对于支援下一代电池供电的交通运输和电网储能至关重要。此外，镍铁铝等替代材料也正在研究中，以消除钴的使用。增强的材料加工技术提升了高镍阴极的性能和可扩展性，使其成为全球各行各业广泛能源应用的可靠选择。

2024年，粉末基NMC 811材料市场占有60.2%的份额。其主导地位归功于其优异的电化学性能，这得益于更大的表面积，有利于锂离子更好地移动。粉末形式还具有更高的填充密度和一致的颗粒结构，从而提高了生产效率。随着全球製造业透过超级工厂蓬勃发展，粉末材料与自动化电池生产系统的兼容性为其广泛应用提供了支援。此外，粉末材料能够耐受涂层和烧结工艺，从而减少电池性能下降并延长电池寿命，使其成为现代电池技术的首选。

圆柱形电池市场在2024年占了38.7%的市场。这类电池因其耐用性、易于组装和标准化格式而广受欢迎，从而能够无缝整合到量产中。采用NMC 811正极材料，圆柱形电池可提供更大的能量输出并改善热调节。其结构强度使其在电动车、工业工具和其他高耗能係统中的高性能应用中具有高度可靠性。

2024年，美国高镍正极材料（NMC 811）市值达4.412亿美元。北美市场的成长主要由美国引领，美国正在大力投资国内电池供应链和电动车基础设施。在联邦政府激励措施的支持下，美国正在建立强大的製造业生态系统，以支持高镍化学技术的发展。各大汽车製造商正在积极整合NMC 811正极材料，以支援续航里程更长、电池组件更永续的先进电动车。人们对电池性能优化和材料道德采购的兴趣日益浓厚，也促进了该地区市场的扩张。

高镍正极（NMC 811）市场参与者包括 LG Chem、L&F Co、宁波容百新能源科技有限公司、Ecopro BM 和宁德时代新能源科技有限公司，它们都在创新、成本效益和产品可靠性方面展开竞争。为了在高镍正极（NMC 811）产业中获得竞争优势，各大公司都强调研发投资，以创造具有更高能量密度和更低钴含量的下一代化学物质。他们正在扩大生产能力以满足激增的电动车需求，并与汽车製造商和电池製造商建立合作伙伴关係。供应链本地化和后向整合被优先考虑，以限制采购风险。此外，该公司正在优化粉末形貌和颗粒涂层，以延长循环寿命、提高充电速度并支援与高压系统的兼容性，同时确保法规遵循和可持续性。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 供应商格局
  • 利润率
  • 每个阶段的增值
  • 影响价值链的因素
  • 中断
• 产业衝击力
  • 成长动力
  • 产业陷阱与挑战
  • 市场机会
• 成长潜力分析
• 监管格局
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲
• 波特的分析
• PESTEL分析
• 价格趋势
  • 按地区
  • 按形式
• 未来市场趋势
• 技术和创新格局
  • 当前的技术趋势
  • 新兴技术
• 专利格局
• 贸易统计（HS编码）
  • 主要出口国
  • 主要进口国

註：以上贸易统计仅针对重点国家。

• 永续性和环境方面
  • 永续实践
  • 减少废弃物的策略
  • 生产中的能源效率
  • 环保倡议
• 碳足迹考量

第四章：竞争格局

• 介绍
• 公司市占率分析
  • 按地区
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • MEA
• 公司矩阵分析
• 主要市场参与者的竞争分析
• 竞争定位矩阵
• 关键进展
• 併购
• 伙伴关係与合作
• 新产品发布
• 扩张计划

第五章：市场估计与预测：按材料，2021-2034 年

• 主要趋势
• 粉末
• 颗粒
• 其他的

第六章：市场估计与预测：按电池类型，2021-2034 年

• 主要趋势
• 圆柱形电池
• 方形电池
• 软包电池

第七章：市场估计与预测：按应用，2021-2034 年

• 主要趋势
• 电动车
  • 纯电动车
  • 插电式混合动力电动车
  • 油电混合车
  • 商用电动车
• 储能係统
  • 公用事业和工业存储
  • 住宅储能
  • 商业和工业存储
• 消费性电子产品
  • 智慧型手机
  • 笔记型电脑和平板电脑
  • 穿戴式装置
  • 其他的
• 电动工具
• 电动自行车和电动滑板车
• 医疗器材
• 航太和国防
• 其他的

第八章：市场估计与预测：按地区，2021-2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 德国
  • 英国
  • 法国
  • 西班牙
  • 义大利
  • 欧洲其他地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
  • 亚太其他地区
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
  • 拉丁美洲其他地区
• 中东和非洲
  • 沙乌地阿拉伯
  • 南非
  • 阿联酋
  • 中东和非洲其他地区

第九章：公司简介

• Contemporary Amperex Technology
• Ecopro BM
• Haldor Topsoe
• L&F Co.
• LG Chem
• NEI Corporation
• Ningbo Ronbay New Energy Technology
• Sumitomo Metal Mining
• Tanaka Chemical Corporation
• Targray Technology International
• TOB New Energy
• Toda Kogyo
• Umicore

The Global High-Nickel Cathodes (NMC 811) Market was valued at USD 2.1 billion in 2024 and is estimated to grow at a CAGR of 7.1% to reach USD 4.2 billion by 2034. This growth stems from the surging need for high-performance lithium-ion batteries used in electric vehicles and large-scale energy storage. With a composition of 80% nickel, 10% manganese, and 10% cobalt, NMC 811 cathodes offer superior energy density and thermal stability. Their rising adoption is largely influenced by industry efforts to reduce dependency on cobalt, which remains expensive and faces supply chain challenges. Companies are turning to nickel-rich chemistries to meet the demands of longer-range EVs while minimizing risk exposure linked to cobalt sourcing.

Battery manufacturers are embracing innovations in cathode design and production that allow for enhanced stability, improved energy retention, and efficient thermal performance. These technological advances are critical to supporting the next generation of battery-powered transportation and grid storage. Alternative compositions such as nickel-iron-aluminum, are also being researched to eliminate cobalt use. Enhanced material processing techniques have boosted the performance and scalability of high-nickel cathodes, making them a reliable option for a broad range of energy applications across global industries.

The powder-based NMC 811 materials segment held a 60.2% share in 2024. Their dominance is attributed to their superior electrochemical behavior, driven by a larger surface area that facilitates better lithium-ion movement. The powdered form also offers higher packing density and consistent particle structure, improving production efficiency. As global manufacturing ramps up through gigafactories, the powder variant's compatibility with automated battery production systems supports its widespread deployment. Furthermore, its ability to endure coating and sintering processes that reduce degradation and extend battery life has made it a top choice for modern battery technologies.

The cylindrical cells segment accounted for 38.7% share in 2024. These cells are popular for their durability, ease of assembly, and standardized format, which enables seamless integration into mass production. With the incorporation of NMC 811 cathodes, cylindrical cells can deliver greater energy output and improved thermal regulation. Their structural strength makes them highly reliable for high-performance applications in electric vehicles, industrial tools, and other energy-demanding systems.

U.S. High-Nickel Cathodes (NMC 811) Market was valued at USD 441.2 million in 2024. Growth across North America is being led by the U.S., which is heavily investing in domestic battery supply chains and EV infrastructure. Backed by federal incentives, the country is establishing a strong manufacturing ecosystem that supports high-nickel chemistry. Major auto manufacturers are actively integrating NMC 811 cathodes to support advanced EVs with longer ranges and more sustainable battery components. Increasing interest in battery performance optimization and ethical sourcing of materials also contributes to market expansion in the region.

High-Nickel Cathodes (NMC 811) Market players include LG Chem, L&F Co, Ningbo Ronbay New Energy Technology, Ecopro BM, and Contemporary Amperex Technology all competing on innovation, cost-efficiency, and product reliability. To gain a competitive edge in the high-nickel cathodes (NMC 811) industry, major companies are emphasizing R&D investments to create next-gen chemistries with improved energy density and reduced cobalt content. They are scaling up production capabilities to meet surging EV demand and forging partnerships with automakers and battery manufacturers. Supply chain localization and backward integration are being prioritized to limit sourcing risks. Additionally, companies are optimizing powder morphology and particle coatings to enhance cycle life, improve charging speeds, and support compatibility with high-voltage systems-all while ensuring regulatory compliance and sustainability.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection method
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis
• 2.2 Key market trends
  • 2.2.1 Regional
  • 2.2.2 Form
  • 2.2.3 Battery type
  • 2.2.4 Application
• 2.3 TAM analysis, 2025-2034
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 Critical success factors
• 2.5 Future Outlook and Strategic Recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin
  • 3.1.3 Value addition at each stage
  • 3.1.4 Factor affecting the value chain
  • 3.1.5 Disruption
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
  • 3.2.2 Industry pitfalls and challenges
  • 3.2.3 Market opportunities
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter's analysis
• 3.6 PESTEL analysis
  • 3.6.1 Technology and Innovation landscape
  • 3.6.2 Current technological trends
  • 3.6.3 Emerging technologies
• 3.7 Price trends
  • 3.7.1 By region
  • 3.7.2 By form
• 3.8 Future market trends
• 3.9 Technology and Innovation landscape
  • 3.9.1 Current technological trends
  • 3.9.2 Emerging technologies
• 3.10 Patent landscape
• 3.11 Trade statistics (HS Code)
  • 3.11.1 Major exporting countries
  • 3.11.2 Major importing countries

Note: the above trade statistics will be provided for key countries only.

• 3.12 Sustainability and environmental aspects
  • 3.12.1 Sustainable practices
  • 3.12.2 Waste reduction strategies
  • 3.12.3 Energy efficiency in production
  • 3.12.4 Eco-friendly initiative
• 3.13 Carbon footprint considerations

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 By region
  • 4.2.2 North America
  • 4.2.3 Europe
  • 4.2.4 Asia Pacific
  • 4.2.5 LATAM
  • 4.2.6 MEA
• 4.3 Company matrix analysis
• 4.4 Competitive analysis of major market players
• 4.5 Competitive positioning matrix
• 4.6 Key developments
• 4.7 Mergers & acquisitions
• 4.8 Partnerships & collaborations
• 4.9 New product launches
• 4.10 Expansion plans

Chapter 5 Market Estimates and Forecast, By Material, 2021–2034 (USD Billion) (Kilo Tons)

• 5.1 Key trends
• 5.2 Powder
• 5.3 Granules
• 5.4 Others

Chapter 6 Market Estimates and Forecast, By Battery Type, 2021–2034 (USD Billion) (Kilo Tons)

• 6.1 Key trends
• 6.2 Cylindrical cells
• 6.3 Prismatic cells
• 6.4 Pouch cells

Chapter 7 Market Estimates and Forecast, By Application, 2021–2034 (USD Billion) (Kilo Tons)

• 7.1 Key trends
• 7.2 Electric vehicles
  • 7.2.1 Battery electric vehicles
  • 7.2.2 Plug-in hybrid electric vehicles
  • 7.2.3 Hybrid electric vehicles
  • 7.2.4 Commercial electric vehicles
• 7.3 Energy storage systems
  • 7.3.1 Utility & industrial storage
  • 7.3.2 Residential storage
  • 7.3.3 Commercial & industrial storage
• 7.4 Consumer electronics
  • 7.4.1 Smartphones
  • 7.4.2 Laptops and tablets
  • 7.4.3 Wearable devices
  • 7.4.4 Others
• 7.5 Power tools
• 7.6 E-bikes and E-scooters
• 7.7 Medical devices
• 7.8 Aerospace and defense
• 7.9 Others

Chapter 8 Market Estimates and Forecast, By Region, 2021–2034 (USD Billion) (Kilo Tons)

• 8.1 Key trends
• 8.2 North America
  • 8.2.1 U.S.
  • 8.2.2 Canada
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 France
  • 8.3.4 Spain
  • 8.3.5 Italy
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 India
  • 8.4.3 Japan
  • 8.4.4 Australia
  • 8.4.5 South Korea
  • 8.4.6 Rest of Asia Pacific
• 8.5 Latin America
  • 8.5.1 Brazil
  • 8.5.2 Mexico
  • 8.5.3 Argentina
  • 8.5.4 Rest of Latin America
• 8.6 Middle East and Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 South Africa
  • 8.6.3 UAE
  • 8.6.4 Rest of Middle East and Africa

Chapter 9 Company Profiles

• 9.1 Contemporary Amperex Technology
• 9.2 Ecopro BM
• 9.3 Haldor Topsoe
• 9.4 L&F Co.
• 9.5 LG Chem
• 9.6 NEI Corporation
• 9.7 Ningbo Ronbay New Energy Technology
• 9.8 Sumitomo Metal Mining
• 9.9 Tanaka Chemical Corporation
• 9.10 Targray Technology International
• 9.11 TOB New Energy
• 9.12 Toda Kogyo
• 9.13 Umicore