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市场调查报告书
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1532972

锂离子电池市场－2024年至2029年预测

Lithium-Ion Battery Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 120 Pages | 商品交期: 最快1-2个工作天内

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简介目录

锂离子电池市场预计在预测期（2024-2029年）复合年增长率为14.58%

锂离子电池市场受到电动车和电子设备需求不断增长以及其他储能设备成长的推动。太阳能发电的扩张极大地增加了对锂离子电池的需求。锂离子电池的储存容量用于储存太阳能电池板产生的多余电力。主要因素之一是用于储存太阳能的锂离子电池的低电阻充电。预计到 2028 年，全球太阳能发电容量将达到 672.6GW，高于 2022 年的 2284GW。这些对太阳能的雄心勃勃的预测归功于政府对可再生能源和永续目标的支持政策。相对而言，用于能源储存设备的锂离子电池的使用量也有望增加。此外，电动车的需求预计将推动锂离子电池市场的发展。锂离子电池市场按功率容量细分为0-3000mAh、3000mAh-10000mAh、10000mAh-60000mAh、60000mAh以上。不同的设备尺寸和应用需要不同的电池容量。安全性和寿命是锂电池製造企业面临的主要挑战。

  • 美国已宣布在 2022 年推出的《通膨削减法案》(IRA) 中为太阳能提供资金。此外，电动车销量与前一年同期比较%。根据国际能源总署 (IEA) 的数据，到 2023 年，电动车将占所有汽车销量的约 18%。

锂离子电池市场驱动因素：

  • 电动车需求增加

电动车销量在美国、中国、欧洲和印度等关键地区不断扩大。电动车 (EV) 的购买正在推动电动车电池的需求。根据IEA（国际能源总署）预测，2023年电动车电池需求量将达到750GWh，较2022年成长40%。电动车电池的增加增加了对锂等重要稀土矿物的需求。 2023年锂需求量为140kt。

锂离子电池生产的一个观察到的趋势是它们靠近电动车生产基地。欧洲相对电动车产量为250万辆，电动车电池产量达110GWh。各国政府政策都在推动电动车的生产，两国都拥有锂离子电池製造设施。中国设定2023年电动车电池产能为417.97GW。在美国政府的支持下，未来几年的製造能力预计将超过欧洲。

  • 电子设备需求增加

对电子产品的需求不断增长也是锂离子电池成长的主要动力。数位相机、个人数位助理、智慧型手机、笔记型电脑、手錶、便携式可携式、紧急备用电源、监视录影机和警报系统等设备是使用锂离子电池的主要设备。在数位化和资料消费时代，行动电话和智慧型手机已成为我们生活中不可或缺的一部分。行动电话是最常见的网路存取设备，使用锂离子电池。 2023年亚太地区行动电话持有率将高达75%，阿拉伯国家为82%，欧洲为93%。

公司正在改进电池技术并增加容量以获得更好的性能。此外，成本、生命週期和更好的生产设施正成为製造商的主要关注点。

  • 医疗设备需求不断扩大

由于锂电池使用寿命长、磨损低，因此在心律调节器中越来越常见。心律调节器的锂离子电池的使用寿命为7至8年，并且重量极轻。锂离子电池也用于助听器，因为它们易于充电。此外，输液帮浦还使用锂离子电池以受控量将液体输送到体内。

随着全球慢性病数量的增加和医疗保健预算寻求解决方案，预计成长将会增加。慢性病是已开发经济体和新兴经济体的主要关切，因为它们可能造成国家经济损失。医疗设备中的锂离子电池可能有助于设备的创新、开发和便携性以更好地使用。

锂离子电池市场地理展望

  • 在预测期内，亚太地区将主导锂离子电池市场。

近年来，该地区经济显着成长。四个国家在亚太地区和全球经济中占据主导地位：中国、日本、印度和韩国。这些国家都是G20集团的成员。该地区也是世界上最大的人口中心。电动车、家用电子电器和节能设备等主要应用对各种尺寸的锂离子电池有需求。此外，由于政府政策的支持，锂离子电池製造业正在迅速成长。

印度政府累计核准针对先进化学电池 (ACC) 製造的生产连结奖励(PLI) 计划，五年内预算为 1810 亿卢比。根据IBEF（印度品牌股权基金会）预测，印度锂离子电池市场预计2022年将扩大至20GWh，2030年将扩大至220GWh。由于形状和尺寸不同，这些电池可用于多种应用，例如行动电话、笔记型电脑和其他装置。

中国是全球最大的新型电动车市场。该国的快速工业化导致空气品质不佳以及与空气污染相关的各种健康问题。中国政府制定了交通气候政策，有严格的法规和政策。中国在全球交通气候政策中发挥主导作用。这些政策使电动车变得更便宜、更实惠。 2023年电动车国内销售份额将超过35%，高于2022年的29%。此外，该地区不断增长的网路普及率导致电子设备的使用增加，无论是商业还是住宅用途，并且正在迅速增加。

限制锂离子电池市场的因素：

  • 根据欧盟联合研究中心（JRC）的分析，中国仍是镍、石墨和锂等电池原料的最大供应国之一。这造成了垄断并导致世界主要经济体之间的地缘政治紧张局势。寡占产业控制着大部分加工原料的供应。全球电池原料的竞争正在加剧，阿根廷、智利、莫三比克、坦尚尼亚、美国和欧盟等新兴市场国家的实力不断增强。
  • 此外，减少锂离子电池对环境的影响需要低排放的生产过程以及适当的电池处理和回收。

锂离子电池市场－主要发展：

  • 2024年6月，SK On与埃克森美孚签署了谅解备忘录。根据该协议，SK On可以透过多年期合约从埃克森美孚位于阿肯色州的计划中获得10万吨锂。该谅解备忘录于 2024 年 6 月 24 日在拉斯维加斯举行的 Fastmarkets 锂供应和电池原料会议上签署。合约细节，包括合约期限和供货金额，将在稍后讨论。该谅解备忘录意义重大，因为 SK On 在美国的年产能可能超过 180GWh，每年可为约 170 万辆电动车提供动力。
  • 2024年3月，马自达与Panasonic能源签署协议，供应汽车用圆柱形锂离子电池。该电池具有优异的能量密度、安全性和长寿命。
  • 2023 年 11 月，埃克森美孚公司获得了阿肯色州南部 Smackover 地层 120,000 英亩的权利，作为北美锂资源。埃克森美孚公司也被宣布为锂的主要生产商。第一阶段的生产已在阿肯色州西南部开始，该州以其丰富的锂矿床而闻名。所提供的产品品牌为 Mobil(TM) Lithium，适用于汽车产业。此次采购支持国内锂生产，对环境影响较小。首次生产将于 2027 年开始。

锂离子电池市场細項分析如下：

按电源容量

  • 0～3000mAh
  • 3000mAh～10000mAh
  • 10000mAh～60000mAh
  • 60000mAh以上

按最终用户产业

  • 电子设备
  • 车
  • 产业
  • 其他的

按地区

  • 北美洲
  • 美国
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 南美洲其他地区
  • 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 其他欧洲国家
  • 中东/非洲
  • 沙乌地阿拉伯
  • UAE
  • 其他中东/非洲
  • 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 台湾
  • 泰国
  • 印尼
  • 其他亚太地区

目录

第一章简介

  • 市场概况
  • 市场定义
  • 调查范围
  • 市场区隔
  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要利益

第二章调查方法

  • 研究设计
  • 调查过程

第三章执行摘要

  • 主要发现
  • 分析师观点

第四章市场动态

  • 市场驱动因素
    • 电动车需求增加
    • 电子设备的需求增加
    • 医疗设备需求不断扩大
  • 市场限制因素
    • 锂供应链挑战
  • 波特五力分析
  • 产业价值链分析

第五章 锂离子电池市场：按功率容量

  • 介绍
  • 0～3000mAh
  • 3000mAh～10000mAh
  • 10000mAh～60000mAh
  • 60000mAh以上

第六章 锂离子电池市场：依最终用户产业划分

  • 介绍
  • 电子设备
  • 车
  • 产业
  • 其他的

第七章 锂离子电池市场：按地区

  • 世界概况
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地区
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 义大利
    • 西班牙
    • 其他欧洲国家
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他中东/非洲
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 台湾
    • 泰国
    • 印尼
    • 其他亚太地区

第八章竞争环境及分析

  • 主要企业及策略分析
  • 市场占有率分析
  • 合併、收购、协议和合作
  • 竞争对手仪表板

第九章 公司简介

  • Samsung SDI
  • Panasonic Corporation
  • Automotive Energy Supply Corporation
  • LG Chem
  • Toshiba Corporation
  • Hitachi Chemical Co., Ltd.
  • Bak New Power
  • GS Yuasa International Ltd.
  • Byd Company Ltd.
  • Clarios. A
  • Eve Energy
  • SK Innovation Co., Ltd.
  • Murata Manufacturing Co., Ltd.
简介目录
Product Code: KSI061612356

The market for the lithium-ion battery is expected to grow at the compound annual growth rate (CAGR) of 14.58% during the forecast period (2024-2029)

The market for lithium-ion batteries is driven by the growing demand for electric vehicles and electronic devices and the expansion of other energy-storing devices. The growing solar power has greatly contributed to the demand for the lithium-ion battery. The energy-storing capacity of the lithium-ion battery is used for storing the excess power produced by solar panels. The low-resistance charging for the lithium-ion battery is another major factor, it is used for solar energy storage. The global capacity for solar energy is expected to reach up to 672.6 GW by 2028, that is 228.4 GW in 2022. These ambitious estimates for solar power generation are due to the government's support policies for renewable energy and sustainable goals. Relatively, the lithium-ion battery usage would also increase for the energy storage devices. Further, the need for electric vehicles would drive the market for the lithium-ion battery. The market for the lithium-ion battery has been segmented by power capacity into 0 to 3000 mAh, 3000 mAh to 10000 mAh, 10000 mAh to 60000 mAh, and more than 60000 mAh. These different battery capacity is needed for the different device sizes and applications. Safety and longevity have been major issues for companies in lithium battery production.

  • India got 18 GW of solar PV in 2022, which is 40% more than in 2021.
  • The United States announced funding for solar PV in the Inflation Reduction Act (IRA) introduced in 2022. This is significant to boost the overall solar energy sector.
  • Further, Electric car sales were a 35% year-on-year increase. Electric cars accounted for around 18% of all cars sold in 2023, according to the International Energy Agency (IEA)

LITHIUM-ION BATTERY MARKET DRIVERS:

  • Increase in the demand for Electric vehicles

The electric vehicle sales are driven in major regions of the United States, China, Europe, and India. The buying of electric vehicles (EVs) is driving the demand for EV batteries. According to the IEA (International Energy Agency), the demand for EV batteries will be 750 GWh in 2023, which is 40% up from 2022. This rising number of EV batteries has increased demand for critical rare earth minerals like lithium. The demand for lithium was 140 kt in 2023.

The observed trend in the production of lithium-ion batteries is that they are close to the production center of EVs. The relative production of EVs in Europe was 2.5 million, and their EV battery production reached 110 GWh. Government policies in various countries promote the production of electric vehicles and lithium-ion battery manufacturing facilities for both countries. China registered a battery production capacity for electric vehicles of 417.97GW in 2023. With government backing in the United States, the manufacturing capacity would bypass Europe in upcoming years.

  • Rising demand for electronic devices

Rising demand for electronic devices is another major driving factor for the rise in the lithium-ion battery. Devices such as digital cameras, personal digital assistants, smartphones, laptops, watches, portable power packs, emergency power backup, surveillance, and alarm systems are the main devices that use lithium-ion batteries for their usage. Mobiles and smartphones have become an indispensable part of our lives as we are living in the age of digitalization and data consumption. Mobile phones are the most common internet access device and use lithium-ion batteries. The percentage of individuals owning a mobile phone in Asia Pacific was 75%, 82% in Arab States, and 93% high in Europe in 2023.

The companies are advancing in improving battery technologies and increasing their capacity for better performance. Additionally, cost, life cycle, and better production facilities have been major concerns for the manufacturers.

  • Expanding demand for medical devices

Lithium batteries are becoming common in pacemakers as they provide long life and low drain. Pacemaker Li-ion batteries could have a lifespan of 7 to 8 years and weigh very little. They are also used in hearing Aids, as they can be easily recharged. Further, the infusion pump also uses a lithium-ion battery, which delivers fluids into the body in controlled amounts.

This growing application would expand due to the growing chronic disease worldwide and increasing healthcare budgets to chase the solution. Chronic disease ailments are a major concern for the developed and developing economies alike as they could contribute to the economic loss of the nations. Lithium-ion batteries in medical devices would contribute to the devices' innovation, development, and portability for better usage.

LITHIUM-ION BATTERY MARKET GEOGRAPHICAL OUTLOOK

  • The Asia Pacific region to dominate the lithium-ion battery market during the forecast period.

The region has been showing significant economic growth in recent years. China, Japan, India, and South Korea: these four countries dominate the Asia-Pacific region and the global economy. These countries are part of the G20 group. This region also has the largest population concentration in the world. The demand for lithium-ion batteries of different sizes for major applications such as electric vehicles, consumer electronic devices, or energy-power-saving devices. Further, lithium-ion battery manufacturing is showing an upsurge due to government policy support.

The government of India approved the Production Linked Incentive (PLI) Scheme for the manufacturing of Advance Chemistry Cell (ACC), the scheme has a budget of Rs. 18,100 Crore for 5 years. According to the IBEF ( India Brand Equity Foundation), the lithium-ion battery market in India is expected to be 20 GWh in 2022 and will bulge to 220 GWh by 2030. Depending upon different shapes and sizes, these batteries have multiple uses, such as mobile phones, laptop computers, or any other devices.

China is the largest market for new electric vehicles worldwide. The rapid industrialization in the country has created bad air quality and various health issues related to air pollution. The government in China has made stringent regulations and policies for the transport climate policy. China has been playing a leadership role in global transport climate policy. Due to those policies, electric cars have become cheaper and more affordable. The share of electric cars sold in the country in 2023 was over 35%, up from 29% in 2022. Moreover, the region's larger Internet penetration, thus increasing the usage of electronic devices, is rapidly increasing for commercial and domestic purposes.

Lithium-ion battery market restraints:

  • According to the JRC (Joint Research Centre) analysis (European Union), China would remain one of the largest suppliers of raw materials for batteries such as nickel, graphite, and lithium. This creates a monopoly, leading to geopolitical tensions among major economies worldwide. An oligopoly industry controls the major part of the processed raw material supplies. The global competition for battery raw materials has been increasing worldwide, empowering other emerging players like Argentina and Chile, Mozambique, Tanzania, the USA, and the European Union, among others.
  • Additionally, curtailing the environmental impacts of lithium-ion batteries has been necessary, with a production process with fewer emissions and proper disposal and recycling of the batteries.

Lithium-ion battery market Key Developments:

  • In June 2024, SK On and ExxonMobil signed a memorandum of understanding (MOU). According to this, SK On could secure 100,000 metric tons of lithium from ExxonMobil's project in Arkansas as a multi-year agreement. An MOU was signed at the Las Vegas Fastmarkets Lithium Supply and Battery Raw Materials Conference on June 24th, 2024. Details of the contract, including the period and the supply volume, will be discussed later. This MOU is important as the annual production capacity of SK On in the United States could reach more than 180 GWh, which can power about 1.7 million EVs a year.
  • In March 2024, Mazda and Panasonic Energy agreed to supply cylindrical automotive lithium-ion batteries. These batteries offer better energy density, safety, and long life. Both companies also agreed to address global warming, sustainable growth opportunities within the automotive and battery sectors, supporting local employment, and talent development.
  • In November 2023, Exxon Mobil Corporation acquired the rights to 120,000 gross acres of the Smackover Formation in southern Arkansas for lithium resources in North America. Exxon Mobil Corporation was further announced as the leading producer of lithium. The work had started with the first phase of production in southwest Arkansas, an area known to hold significant lithium deposits. The product offer would be branded as Mobil(TM) Lithium, showing its particular application in the automobile industry. This sourcing would support the domestic production of lithium and have fewer environmental impacts. The first production would start in 2027.

The lithium-ion battery market is segmented and analyzed as follows:

By Power Capacity

  • 0 to 3000 mAh
  • 3000 mAh to 10000 mAh
  • 10000 mAh to 60000 mAh
  • More than 60000 mAh

By End-user Industry

  • Electronics
  • Automotive
  • Industrial
  • Others

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Rest of South America
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Rest of the Middle East and Africa
  • Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Increase in the demand for Electric vehicles
    • 4.1.2. Rising demand for electronic devices
    • 4.1.3. Expanding demand for medical devices
  • 4.2. Market Restraints
    • 4.2.1. Supply chain challenges for the lithium
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. LITHIUM-ION BATTERY MARKET BY POWER CAPACITY

  • 5.1. Introduction
  • 5.2. 0 to 3000 mAh
  • 5.3. 3000 mAh to 10000 mAh
  • 5.4. 10000 mAh to 60000 mAh
  • 5.5. More than 60000 mAh

6. LITHIUM-ION BATTERY MARKET BY END-USER INDUSTRY

  • 6.1. Introduction
  • 6.2. Electronics
  • 6.3. Automotive
  • 6.4. Industrial
  • 6.5. Others

7. LITHIUM-ION BATTERY MARKET BY GEOGRAPHY

  • 7.1. Global Overview
  • 7.2. North America
    • 7.2.1. United States
    • 7.2.2. Canada
    • 7.2.3. Mexico
  • 7.3. South America
    • 7.3.1. Brazil
    • 7.3.2. Argentina
    • 7.3.3. Rest of South America
  • 7.4. Europe
    • 7.4.1. United Kingdom
    • 7.4.2. Germany
    • 7.4.3. France
    • 7.4.4. Italy
    • 7.4.5. Spain
    • 7.4.6. Rest of Europe
  • 7.5. Middle East and Africa
    • 7.5.1. Saudi Arabia
    • 7.5.2. United Arab Emirates
    • 7.5.3. Rest of the Middle East and Africa
  • 7.6. Asia-Pacific
    • 7.6.1. China
    • 7.6.2. India
    • 7.6.3. Japan
    • 7.6.4. South Korea
    • 7.6.5. Taiwan
    • 7.6.6. Thailand
    • 7.6.7. Indonesia
    • 7.6.8. Rest of Asia-Pacific

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 8.1. Major Players and Strategy Analysis
  • 8.2. Market Share Analysis
  • 8.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 8.4. Competitive Dashboard

9. COMPANY PROFILES

  • 9.1. Samsung SDI
  • 9.2. Panasonic Corporation
  • 9.3. Automotive Energy Supply Corporation
  • 9.4. LG Chem
  • 9.5. Toshiba Corporation
  • 9.6. Hitachi Chemical Co., Ltd.
  • 9.7. Bak New Power
  • 9.8. GS Yuasa International Ltd.
  • 9.9. Byd Company Ltd.
  • 9.10. Clarios. A
  • 9.11. Eve Energy
  • 9.12. SK Innovation Co., Ltd.
  • 9.13. Murata Manufacturing Co., Ltd.