封面
市场调查报告书
商品编码
1995837

全球钐钴磁铁市场:策略性洞察与预测(2026-2031年)

Global Samarium Cobalt Magnet Market - Strategic Insights and Forecasts (2026-2031)

出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 141 Pages | 商品交期: 最快1-2个工作天内

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简介目录

全球钐钴磁铁市场预计将以 5.1% 的复合年增长率成长,从 2026 年的 6.342 亿美元成长到 2031 年的 8.134 亿美元。

全球钐钴(SmCo)磁体市场在先进材料和稀土元素磁体产业中占据至关重要的战略地位。钐钴磁铁以其卓越的磁力、优异的热稳定性(高等级产品最高可达350 度C )和强大的耐腐蚀性而着称,是动作温度、高温环境和关键任务应用的首选永磁解决方案。受全球电动车普及率的加速提升、国防现代化投入的增加以及精密磁性元件在先进工业系统中日益普及的推动,汽车、航太和医疗等行业对钐钴磁铁的需求正在不断增长。供应链趋势,特别是中美两国稀土元素材料采购相关法规的演变,正在重塑市场竞争格局,并为欧美市场的国内生产扩张创造机会。

市场驱动因素

汽车产业需求的成长是钐钴磁铁市场最重要的成长要素之一。钐钴磁铁广泛应用于汽车领域,例如锁定係统、雨刷、转向角感测器和电动机,其即使在高温和机械应力下也能保持磁性能,因此备受青睐。全球范围内电动和混合动力汽车的加速普及是推动汽车需求的最重要因素。预计到2024年,全球电动车产量将达到1,730万辆,比2023年成长25%,其中中国将占1,240万辆。中国政府的政策,包括2024年至2025年间购买的新能源汽车每辆减免最高3万元人民币的购置税,正在支持电动车的大规模生产。印度汽车产量预计到 2024 年将达到 601.4 万辆,比 2023 年增加 3%。这得归功于政府推出的生产连结奖励计画计划,旨在扩大包括磁性系统在内的精密零件的国内製造能力。

航太和国防领域是一个高附加价值且需求不断增长的领域。钐钴磁铁是雷达系统、通讯设备、飞弹导引系统和电子战设备的关键部件,其热稳定性和抗退磁性对作战至关重要。根据斯德哥尔摩国际和平研究所(SIPRI)的数据,2024年全球军事支出达到创纪录的2.718兆美元,比2023年实际成长9.4%。这反映了地缘政治紧张局势加剧和国防现代化投资的广泛增加。印度2025-2026财年的国防预算约为783亿美元,上年度增长9.5%,其中相当一部分将用于国内生产和采购系统的现代化。美国国防部 DFARS 条款 252.225-7052 限制从中国、俄罗斯、伊朗和北韩采购 SmCo 和 NdFeB 磁体,从而直接鼓励对美国及其伙伴国家的国内和盟国 SmCo 磁铁生产基础设施进行投资。

海事领域不断增长的需求为钐钴磁铁提供了持续的额外需求来源。钐钴磁铁广泛应用于船用马达、发电机、泵浦联轴器、导航设备和卫星通讯系统,其即使在高温、高湿和腐蚀性海水环境下也能保持磁性能,这使其区别于传统磁性材料。 2022-2023财年,印度造船业交付了206艘船舶,较2021-2022财年的113艘和2020-2021财年的69艘显着增长,反映出全球海事领域的加速扩张。随着海事产业电气化程度的提高以及船舶结构向更有效率方向发展,混合动力推进系统、电动装置和船上自动化等技术的应用进一步推动了每艘船舶对钐钴磁铁的需求。

SmCo 磁铁具有高耐热性和生物相容性,因此在医疗领域需求不断增长,其应用范围也日益扩大,涵盖先进的诊断设备、外科器械、义肢、植入、药物输送系统和辐射屏蔽解决方案等领域,其中包括 Arnold 的 RECOMA 系列等专业产品线。

市场限制因素

钐钴磁铁市场在供应和成本方面都面临严峻的限制。钐和钴等原物料价格的波动,以及稀土元素和钴生产集中于中国导致的供应链不稳定,造成了成本的不确定性,进而影响生产获利能力和客户定价。 2025年10月,中国商务部发布了第61号公告,规定稀土元素相关材料和产品(包括稀土元素磁体)的出口需办理许可证,这进一步增加了依赖中国采购的全球钐钴磁铁用户的供应链风险。钕铁硼磁铁在中温应用中具有成本更低、能量密度更高的优势,其竞争使得钐钴磁铁的应用市场受到限制,仅限于那些热稳定性和耐腐蚀性足以抵消价格差异的应用领域。

对技术和细分市场的洞察

从牌号来看,SmCo 2-17 磁铁属于高性能磁体,具有卓越的磁能积和高达 350 度C 的动作温度范围,是航太、国防和高精度工业应用的首选。而 SmCo 1-5 磁体则适用于对成本要求较高的应用,这些应用可以接受略低的磁性和动作温度。从产品类型来看,烧结磁铁占据市场主导地位,透过粉末冶金和烧结製造工艺,可提供更高的磁性和尺寸精度。耦合磁铁则提供中等水平的磁性能,适用于需要复杂形状或更严格尺寸公差的应用。

以最终用户划分,航太和国防领域是一个高附加价值成长领域,其成长主要得益于创纪录的全球国防费用以及美国基于《国防联邦采购条例》(DFARS)的国内采购投资。汽车行业由于其广泛的应用范围,仍然是最大的市场份额领域。船舶产业正经历稳定成长,这与全球造船业的扩张以及船舶电气化的趋势密切相关。製造应用涵盖众多领域,包括工业马达、感测器、执行器和精密仪器。

从区域来看,亚太地区引领全球市场。这得益于中国在稀土元素原料供应和电动车製造领域的主导地位,以及印度、日本和韩国汽车、电子和国防领域需求的强劲成长。在北美,受美国国防部联邦采购条例补充条款(DFARS)合规要求和加强整个稀土元素供应链韧性的倡议推动,对国内钐钴磁铁生产的投资正在加速增长。在欧洲,汽车、工业和国防应用领域的需求仍然强劲。

竞争格局与策略展望

钐钴磁铁市场的竞争格局涵盖了全球领先的材料公司和稀土元素磁铁​​专业製造商。主要企业包括Adams Magnetics、Arnold Magnetic Technologies、Dexter Magnetic Technologies、Eclipse Magnetics、Electron Energy Corporation、杭州永磁集团、Integrated Magnetics、Stanford Magnets、SDM Magnetics、相模化学金属株式会社和东芝公司。预计市场将出现显着的整合和产能扩张,Dexter Magnetic Technologies、Electron Energy Corporation和Magnetic Component Engineering将合併为Permag品牌,Electron Energy Corporation位于宾州兰开斯特的工厂也将进行数百万美元的扩建,使其在美国的钐钴磁铁产能翻番以上。 Permag旗下各公司联合宣布,其目标是在2026年中期之前全面符合美国国防采购条例(DFARS)中关于钐钴和钕铁硼磁体的要求,这将使合併后的公司成为美国国防采购领域的重要国内供应商。此次合併反映了西方製造商减少对中国稀土元素磁铁供应链依赖的广泛战略需求。

结论

全球钐钴磁铁市场预计将在2031年之前保持稳定成长,主要受电动车产业扩张、全球主导国防费用创历史新高、船舶电气化进程加快以及西方市场建立国内稀土元素磁体生产能力等战略需求的推动。拥有高性能产品创新能力、合规能力、国内生产投资以及在汽车、国防、船舶和医疗等领域拥有多元化应用经验的製造商,将最有希望在这个具有重要战略意义的先进材料领域获得长期市场份额。

本报告的主要益处

  • 深入分析:取得跨地区、客户群、政策、社会经济因素、消费者偏好和产业的详细市场洞察。
  • 竞争格局:了解主要企业的策略倡议,并确定最佳的市场进入方式。
  • 市场驱动因素与未来趋势:我们评估影响市场的关键成长要素和新兴趋势。
  • 实用建议:我们支援制定策略决策以开发新的收入来源。
  • 适合各类读者:非常适合Start-Ups、研究机构、顾问公司、中小企业和大型企业。

我们的报告的使用范例

产业和市场洞察、机会评估、产品需求预测、打入市场策略、区域扩张、资本投资决策、监管分析、新产品开发和竞争情报。

报告范围

  • 2021年至2024年的历史数据和2026年至2031年的预测数据
  • 成长机会、挑战、供应链前景、法律规范与趋势分析
  • 评估竞争对手的市场定位、策略和市场占有率。
  • 细分市场和区域销售成长及预测评估
  • 公司简介,包括策略、产品、财务状况和主要发展动态。

目录

第一章:执行摘要

第二章:市场概述

  • 市场概览
  • 市场的定义
  • 调查范围
  • 市场区隔

第三章:商业环境

  • 市场驱动因素
  • 市场限制因素
  • 市场机会
  • 波特五力分析
  • 产业价值链分析
  • 政策与法规
  • 策略建议

第四章 技术展望

第五章:全球钐钴磁铁市场:依等级划分

  • 钐钴(1-5)
  • 钐钴(2-17)

第六章:全球钐钴磁铁市场:依产品类型划分

  • 债券
  • 烧结

第七章:全球钐钴磁铁市场:依形状划分

  • 棒状
  • 方块
  • 其他的

第八章 全球钐钴磁铁市场:依最终用户划分

  • 航太/国防
  • 海上
  • 製造业
  • 其他的

第九章 全球钐钴磁铁市场:按地区划分

  • 北美洲
    • 按年级
    • 依产品类型
    • 按形状
    • 最终用户
    • 国家
      • 我们
      • 加拿大
      • 墨西哥
  • 南美洲
    • 按年级
    • 依产品类型
    • 按形状
    • 最终用户
    • 国家
      • 巴西
      • 阿根廷
      • 其他的
  • 欧洲
    • 按年级
    • 依产品类型
    • 按形状
    • 最终用户
    • 国家
      • 英国
      • 德国
      • 法国
      • 西班牙
      • 其他的
  • 中东和非洲
    • 按年级
    • 依产品类型
    • 按形状
    • 最终用户
    • 国家
      • 沙乌地阿拉伯
      • UAE
      • 其他的
  • 亚太地区
    • 按年级
    • 依产品类型
    • 按形状
    • 最终用户
    • 国家
      • 日本
      • 中国
      • 印度
      • 韩国
      • 澳洲
      • 其他的

第十章:竞争环境与分析

  • 主要企业及策略分析
  • 市占率分析
  • 合併、收购、协议和合作关係
  • 竞争环境仪錶板

第十一章:公司简介

  • Adams Magnetics Product LLC
  • Arnold Magnetic Technologies
  • Dexter Magnetic Technologies
  • Eclipse Magnetics
  • Electron Energy Corporation
  • Hangzhou Permanent Magnets Group, Ltd.
  • Integrated Magnetics
  • Stanford Magnets
  • JR Strong Magnet
  • Jai-Mag Industries
  • SDM Magnetics Co., Ltd.
  • Sagami Chemical Metal Co., Ltd.
  • Toshiba Corporation
  • Adams Magnetics Product Co.

第十二章调查方法

简介目录
Product Code: KSI061615160

The Global Samarium Cobalt Magnet market is forecast to grow at a CAGR of 5.1%, reaching USD 813.4 million in 2031 from USD 634.2 million in 2026.

The global samarium cobalt (SmCo) magnet market occupies a strategically critical position within the advanced materials and rare-earth magnet industry. SmCo magnets are distinguished by their exceptional magnetic strength, outstanding thermal stability across operating temperatures reaching up to 350°C in high-grade variants, and robust corrosion resistance, making them the preferred permanent magnet solution for high-performance, thermally demanding, and mission-critical applications. Demand is expanding across automotive, aerospace and defense, marine, and medical sectors, driven by the global acceleration of electric vehicle adoption, rising defense modernization expenditure, and the growing integration of precision magnetic components in advanced industrial systems. Supply chain dynamics, particularly evolving regulatory frameworks in the United States and China governing rare-earth material sourcing, are reshaping competitive positioning and creating opportunities for domestic production expansion in Western markets.

Market Drivers

Rising demand from the automotive sector is among the most significant growth drivers for the SmCo magnet market. SmCo magnets are used extensively in automotive applications including locking systems, windshield wipers, steering angle sensors, and electric motors, valued for their ability to maintain magnetic performance under elevated thermal and mechanical stress conditions. The accelerating global adoption of electric and hybrid vehicles is the most impactful automotive demand driver. Global electric vehicle production reached 17.3 million units in 2024, a 25% increase over 2023, with China accounting for 12.4 million units. Chinese government policies including purchase tax exemptions of up to RMB 30,000 per vehicle for new energy vehicles purchased in 2024-2025 are sustaining EV production at scale. In India, automotive production reached 6.014 million units in 2024, a 3% increase over 2023, supported by government Production-Linked Incentive schemes that are expanding domestic manufacturing capacity for precision components including magnetic systems.

The aerospace and defense sector represents a high-value and growing demand segment. SmCo magnets are essential components in radar systems, communication devices, missile guidance systems, and electronic warfare equipment, where their thermal stability and demagnetization resistance are operationally critical. Global military expenditure reached a record USD 2,718 billion in 2024, a 9.4% real-term increase over 2023 according to SIPRI, reflecting heightened geopolitical tensions and broad-based defense modernization investment. India's defense budget for fiscal year 2025-26 was set at approximately USD 78.3 billion, a 9.5% increase over the prior year, with significant allocation to domestic production and procurement modernization. The US Department of Defense's DFARS clause 252.225-7052, restricting procurement of SmCo and NdFeB magnets from China, Russia, Iran, and North Korea, is directly stimulating investment in domestic and allied-nation SmCo magnet production infrastructure in the United States and partner countries.

Growing demand from the marine sector provides an additional and durable demand stream. SmCo magnets are deployed in marine motors, generators, pump couplings, navigation equipment, and satellite communication systems, where their ability to sustain magnetic performance in high-temperature, high-humidity, and corrosive saltwater environments differentiates them from conventional magnet materials. India's shipbuilding industry delivered 206 vessels in 2022-23, up significantly from 113 in 2021-22 and 69 in 2020-21, reflecting accelerating global marine sector expansion. Hybrid propulsion systems, electric drives, and onboard automation are further increasing SmCo magnet content per vessel as the marine industry transitions toward more electrified and efficient ship architectures.

Medical sector demand, driven by SmCo magnets' high-temperature resistance and biocompatibility, supports growing application in advanced diagnostic equipment, surgical instruments, prosthetics, implants, drug delivery systems, and radiation shielding solutions, including specialty product lines such as Arnold's RECOMA series.

Market Restraints

The SmCo magnet market faces meaningful supply-side and cost constraints. Raw material price volatility for samarium and cobalt, combined with supply chain instability driven by geographic concentration of rare-earth and cobalt production in China, introduces cost unpredictability that can affect production economics and customer pricing. China's Ministry of Commerce Announcement No. 61 issued in October 2025, requiring export licenses for rare-earth related materials and products including rare-earth magnets, has introduced additional supply chain risk for global SmCo magnet users dependent on Chinese sourcing. Competition from neodymium-iron-boron magnets, which offer higher energy density at lower cost in moderate-temperature applications, limits SmCo's addressable market to applications where thermal stability and corrosion resistance justify the premium price differential.

Technology and Segment Insights

By grade, SmCo 2-17 magnets represent the higher-performance segment, offering superior magnetic energy products and operating temperature ranges up to 350°C, making them the preferred choice for aerospace, defense, and high-precision industrial applications. SmCo 1-5 magnets serve cost-sensitive applications where somewhat lower magnetic performance and operating temperatures are acceptable. By product type, sintered magnets dominate the market, offering higher magnetic performance and dimensional precision through powder metallurgy and sintering manufacturing processes. Bonded magnets serve applications requiring complex geometries and tighter dimensional tolerances at moderate magnetic performance levels.

By end-user, aerospace and defense is a high-value growth segment driven by record global defense spending and DFARS-driven domestic sourcing investment in the United States. Automotive remains the largest volume segment by application breadth. Marine is a steady growth segment tied to global shipbuilding expansion and vessel electrification trends. Manufacturing applications span a broad range of industrial motors, sensors, actuators, and precision instruments.

Geographically, Asia Pacific leads the global market, supported by China's dominant position in both rare-earth raw material supply and EV manufacturing, alongside strong demand growth from India, Japan, and South Korea across automotive, electronics, and defense sectors. North America is experiencing accelerating investment in domestic SmCo magnet production, driven by DFARS compliance requirements and broader rare-earth supply chain resilience initiatives. Europe maintains solid demand across automotive, industrial, and defense applications.

Competitive and Strategic Outlook

The SmCo magnet competitive landscape includes global advanced materials companies and specialized rare-earth magnet manufacturers. Key players include Adams Magnetics, Arnold Magnetic Technologies, Dexter Magnetic Technologies, Eclipse Magnetics, Electron Energy Corporation, Hangzhou Permanent Magnets Group, Integrated Magnetics, Stanford Magnets, SDM Magnetics, Sagami Chemical Metal, and Toshiba Corporation. A significant consolidation and capacity expansion development occurred in 2025 when Dexter Magnetic Technologies, Electron Energy Corporation, and Magnetic Component Engineering unified under the Permag brand, with a multi-million-dollar expansion at the Electron Energy Corporation facility in Lancaster, Pennsylvania more than doubling US domestic SmCo production capacity. The Permag entities jointly announced a mid-2026 target to achieve full DFARS compliance for SmCo and NdFeB magnets, positioning the combined entity as a critical domestic supplier for US defense procurement. This consolidation reflects the broader strategic imperative among Western manufacturers to reduce dependence on Chinese rare-earth magnet supply chains.

Conclusion

The global SmCo magnet market is set for steady, demand-led growth through 2031, supported by EV industry expansion, record global defense spending, growing marine electrification, and the strategic imperative to develop domestic rare-earth magnet production capacity in Western markets. Manufacturers that combine high-performance product innovation with regulatory compliance capabilities, domestic production investment, and diversified application expertise across automotive, defense, marine, and medical sectors will be best positioned to capture long-term market share in this strategically important advanced materials segment.

Key Benefits of this Report

  • Insightful Analysis: Gain detailed market insights across regions, customer segments, policies, socio-economic factors, consumer preferences, and industry verticals.
  • Competitive Landscape: Understand strategic moves by key players to identify optimal market entry approaches.
  • Market Drivers and Future Trends: Assess major growth forces and emerging developments shaping the market.
  • Actionable Recommendations: Support strategic decisions to unlock new revenue streams.
  • Caters to a Wide Audience: Suitable for startups, research institutions, consultants, SMEs, and large enterprises.

What Businesses Use Our Reports For

Industry and market insights, opportunity assessment, product demand forecasting, market entry strategy, geographical expansion, capital investment decisions, regulatory analysis, new product development, and competitive intelligence.

Report Coverage

  • Historical data from 2021 to 2024 and forecast data from 2026 to 2031
  • Growth opportunities, challenges, supply chain outlook, regulatory framework, and trend analysis
  • Competitive positioning, strategies, and market share evaluation
  • Revenue growth and forecast assessment across segments and regions
  • Company profiling including strategies, products, financials, and key developments

TABLE OF CONTENTS

1. Executive Summary

2. Market Snapshot

  • 2.1. Market Overview
  • 2.2. Market Definition
  • 2.3. Scope of the Study
  • 2.4. Market Segmentation

3. Business Landscape

  • 3.1. Market Drivers
  • 3.2. Market Restraints
  • 3.3. Market Opportunities
  • 3.4. Porter's Five Forces Analysis
  • 3.5. Industry Value Chain Analysis
  • 3.6. Policies and Regulations
  • 3.7. Strategic Recommendations

4. Technological Outlook

5. Global Samarium Cobalt Magnet Market By Grade (2020-2030)

  • 5.1. Introduction
  • 5.2. Samarium Cobalt (1-5)
  • 5.3. Samarium Cobalt (2-17)

6. Global Samarium Cobalt Magnet Market By Product Type (2020-2030)

  • 6.1. Introduction
  • 6.2. Bonded
  • 6.3. Sintered

7. Global Samarium Cobalt Magnet Market By Shape (2020-2030)

  • 7.1. Introduction
  • 7.2. Round-Shaped
  • 7.3. Bar
  • 7.4. Square
  • 7.5. Others

8. Global Samarium Cobalt Magnet Market By End-User (2020-2030)

  • 8.1. Introduction
  • 8.2. Automotive
  • 8.3. Aerospace & Defense
  • 8.4. Marine
  • 8.5. Manufacturing
  • 8.6. Other

9. Global Samarium Cobalt Magnet Market By Geography (2020-2030)

  • 9.1. Introduction
  • 9.2. North America
    • 9.2.1. By Grade
    • 9.2.2. By Product Type
    • 9.2.3. By Shape
    • 9.2.4. By End-User
    • 9.2.5. By Country
      • 9.2.5.1. USA
      • 9.2.5.2. Canada
      • 9.2.5.3. Mexico
  • 9.3. South America
    • 9.3.1. By Grade
    • 9.3.2. By Product Type
    • 9.3.3. By Shape
    • 9.3.4. By End-User
    • 9.3.5. By Country
      • 9.3.5.1. Brazil
      • 9.3.5.2. Argentina
      • 9.3.5.3. Others
  • 9.4. Europe
    • 9.4.1. By Grade
    • 9.4.2. By Product Type
    • 9.4.3. By Shape
    • 9.4.4. By End-User
    • 9.4.5. By Country
      • 9.4.5.1. United Kingdom
      • 9.4.5.2. Germany
      • 9.4.5.3. France
      • 9.4.5.4. Spain
      • 9.4.5.5. Others
  • 9.5. Middle East and Africa
    • 9.5.1. By Grade
    • 9.5.2. By Product Type
    • 9.5.3. By Shape
    • 9.5.4. By End-User
    • 9.5.5. By Country
      • 9.5.5.1. Saudi Arabia
      • 9.5.5.2. UAE
      • 9.5.5.3. Others
  • 9.6. Asia Pacific
    • 9.6.1. By Grade
    • 9.6.2. By Product Type
    • 9.6.3. By Shape
    • 9.6.4. By End-User
    • 9.6.5. By Country
      • 9.6.5.1. Japan
      • 9.6.5.2. China
      • 9.6.5.3. India
      • 9.6.5.4. South Korea
      • 9.6.5.5. Australia
      • 9.6.5.6. Others

10. Competitive Environment and Analysis

  • 10.1. Major Players and Strategy Analysis
  • 10.2. Market Share Analysis
  • 10.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 10.4. Competitive Dashboard

11. Company Profiles

  • 11.1. Adams Magnetics Product LLC
  • 11.2. Arnold Magnetic Technologies
  • 11.3. Dexter Magnetic Technologies
  • 11.4. Eclipse Magnetics
  • 11.5. Electron Energy Corporation
  • 11.6. Hangzhou Permanent Magnets Group, Ltd.
  • 11.7. Integrated Magnetics
  • 11.8. Stanford Magnets
  • 11.9. J R Strong Magnet
  • 11.10. Jai-Mag Industries
  • 11.11. SDM Magnetics Co., Ltd.
  • 11.12. Sagami Chemical Metal Co., Ltd.
  • 11.13. Toshiba Corporation
  • 11.14. Adams Magnetics Product Co.

12. Research Methodology