锂离子电池隔膜市场 - 增长、趋势和预测 (2023-2028)

锂离子 (LIB) 电池隔膜市场预计在预测期内的复合年增长率为 16.21%。

儘管 2020 年 COVID-19 对市场产生了负面影响，但已达到疫情前的水平。

主要亮点

• 从中期来看，市场预计将受到锂离子电池价格下跌和电动汽车日益普及等因素的推动。
• 另一方面，原材料的供需不匹配预计将在预测期内抑制市场增长。
• 此外，电池技术的进步极大地增加了对改进隔膜设计的需求。 目前的隔膜，无论是在商业用途还是在开发中，仍然不符合防止电池技术效率和可靠性下降所必需的高稳定性和长寿命性能标准。 预计这将为预测期内研究的市场创造重要机会。
• 在预测期内，亚太地区将成为最大、增长最快的市场，预计大部分需求将来自中国、日本等国家/地区。

锂离子电池隔膜市场趋势

电动汽车普及有望带动市场

• 在锂离子电池市场的早期，消费电子行业是主要消费者。 然而，近年来，电动汽车 (EV) 已成为锂离子电池的最大消费者。
• 电动汽车不排放二氧化碳和氮氧化物等温室气体，因此与传统内燃机相比，它们对环境的影响更小，许多国家/地区都鼓励使用电动汽车。 为此，许多国家出台了补贴和政府制度来促进电动汽车的普及。
• 多个国家/地区已宣布计划在预测期内禁止销售内燃机汽车。 挪威已宣布到 2025 年禁止销售内燃机汽车，法国到 2040 年禁止销售，英国到 2050 年禁止销售。 印度还计划到 2030 年逐步淘汰内燃机发动机，中国目前正在研究类似的计划。
• 此外，由于充电时间缩短，电动汽车市场正在扩大。 2022 年 4 月，从一家欧洲可再生能源公司收购的班加罗尔电池初创公司 Pravaig 开发出世界上能量密度最高的电池，容量为 54MWh。 电池开发商还证实，充满电仅需 30 分钟。
• 由于世界各国政府的大力支持、更低的成本和更长的续航里程，电动汽车越来越受欢迎。 世界上许多国家都在投资建设电动汽车充电站基础设施以支持增长。
• 2022 年电动汽车的普及将显着增长根据国际能源署 (IEA) 的数据，2021 年全球电动汽车库存将超过 1650 万辆，比 2020 年（1020 万辆）增长 61%。
• 因此，由于上述因素，预计电动汽车行业作为锂离子电池的最大消费行业将出现显着增长，这将在预测期内推动锂离子电池隔膜市场。

预计亚太地区将主导市场

• 2021 年，亚太地区主导了全球锂离子电池供应链市场。 该地区国家是以中国、日本和韩国为首的全球锂离子电池供应链的驱动力。 澳大利亚、印度和越南等国家也正在按照计划在预测期内在本国建立锂离子电池製造设施。
• 据估计，亚太地区有很大一部分人口生活在没有电的环境中，他们依赖煤油和柴油等传统燃料来满足照明和手机充电需求。 由于技术优势和锂离子电池价格的下降，预计未来几年锂离子电池集成储能解决方案将得到更多采用。 因此，预计在预测期内将为锂离子电池隔膜製造商创造巨大商机。
• 由于并网和离网应用采用新能源汽车 (NEV) 和 ESS，预计该地区对锂离子电池的需求将快速增长。
• 此外，到 2030 年，中国预计将占据全球电动汽车市场 57% 的份额。 充电基础设施的发展正在推动电动汽车在该国的普及。 截至2022年5月，EVCIPA确认全国约有142万个充电站，其中交流充电站806个，直流充电站61.3万个，直流-交流组合充电站485个。
• 日本的目标是到 2050 年制定“油井到车轮零排放”政策，类似于世界的零排放努力，重点放在能源供应和汽车创新上。 通过将所有车辆更换为电动汽车，可以将温室气体排放量减少约 80%，包括每辆乘用车减少约 90%。 这些政府举措可能会增加对电动汽车的需求，进而可能导致对锂离子电池的需求增加。
• 此外，韩国在汽车製造市场上拥有现代汽车、起亚汽车和雷诺等大公司。 随着电动汽车的日益普及，预计中国对锂离子电池和锂离子电池隔膜等供应链配件的需求将增加。
• 因此，由于上述因素，亚太地区有望在预测期内主导锂离子电池隔膜市场。

其他福利。

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第 2 章执行摘要

第三章研究方法论

第 4 章市场概述

• 简介
• 到 2027 年的市场规模和需求预测（单位：亿美元）
• 近期趋势和发展
• 政府法规和政策
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 波特的五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东

第六章竞争格局

• 併购、合资企业、合作、合同
• 主要参与者采用的策略
• 公司简介
  • Asahi Kasei Corp.
  • Toray Industries Inc.
  • Sumitomo Chemical Co. Ltd
  • Entek International LLC
  • SK Innovation Co. Ltd
  • Ube Industries Ltd
  • Mitsubishi Paper Mills Ltd
  • Dreamweaver International
  • W-SCOPE CORPORATION

第7章 市场机会未来动向

The lithium-ion (LIB) battery separator market is expected to register a CAGR of 16.21% during the forecast period.

Though COVID-19 negatively impacted the market in 2020, it has reached pre-pandemic levels.

Key Highlights

• Over the medium term, factors such as declining lithium-ion battery prices and the increasing adoption of electric vehicles are expected to drive the market.
• On the other hand, the demand-supply mismatch of raw materials is expected to restrain the market growth during the forecast period.
• Moreover, advancements in battery technology have dramatically increased the demand for improvements in separator design. Current separators, either in commercial usage or under the development stage, have yet to meet the high stability and lifespan performance standards necessary to prevent deterioration in the efficiency and reliability of battery technologies. This is likely to create immense opportunities for the market studied during the forecast period.
• The Asia-Pacific is expected to be the largest and fastest-growing market during the forecast period, with the majority of the demand coming from countries like China, Japan, etc.

Lithium-Ion Battery Separator Market Trends

Increasing Adoption of Electric Vehicles is Expected to Drive the Market

• During the initial years of the lithium-ion battery market, the consumer electronics sector was the major consumer. However, in recent years, electric vehicles (EVs) have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
• EVs do not emit CO2, NOX, or any other greenhouse gases and hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Thus, many countries encourage EV use by introducing subsidies and government programs.
• Several countries have announced plans to ban the sales of ICE vehicles during the forecast period. Norway announced a ban on ICE vehicles' sales by 2025, France by 2040, and the United Kingdom by 2050. In addition, India plans to phase out ICE engines by 2030, while China's similar plan is currently under relevant research.
• Further, the EV market is increasing as the time consumption for charging the battery is less. In April 2022, Pravaig, a Bengaluru-based battery startup procured by a European renewable energy company, developed the world's most energy-dense batteries at 54MWh. This battery developer also confirmed that the time consumption for complete battery charging is just 30 minutes.
• With increasing support from governments worldwide, declining costs, and improved range, the number of EVs is rising. Many countries worldwide are investing in building charging station infrastructure for EVs to support growth.
• EV adoption significantly grew in 2022. According to the International Energy Agency, in 2021, the world had a stock of more than 16.5 million EVs, a 61% rise from 2020 (10.2 million units).
• Therefore, owing to the abovementioned factors, the largest consumer of lithium-ion batteries, i.e., the EV industry, is expected to witness significant growth, which, in turn, drives the li-ion battery separator market during the forecast period.

The Asia-Pacific is Expected to Dominate the Market

• In 2021, Asia-Pacific dominated the global li-ion battery supply chain market. Countries in the region are the leading proponents of the global lithium-ion battery supply chain, with China, Japan, and South Korea leading the way. Countries like Australia, India, and Vietnam are also following plans to set up li-ion battery manufacturing facilities in their countries during the forecast period.
• A significant fraction of Asia-Pacific's population is estimated to be living without electricity and dependent on conventional fuels, such as kerosene and diesel, for their lighting and mobile phone charging needs. Lithium-ion battery integrated energy storage solutions are likely to witness an increasing rate of adoption due to the technical benefits associated with it and declining lithium-ion battery prices. This, in turn, is expected to create significant opportunities for li-ion battery separator manufacturers during the forecast period.​
• The demand for lithium-ion batteries in the region is expected to grow rapidly, owing to the adoption of new energy vehicles (NEVs) and ESS for on-grid and off-grid applications.
• Furthermore, China is expected to dominate with a 57% share of the global EV market by 2030. The development of charging infrastructure is propelling EV adoption in the country. As of May 2022, EVCIPA confirmed that there were nearly 1.42 million charging stations across the country, including 806 AC charging stations, 613 thousand DC charging stations, and 485 DC-AC combined charging stations.
• By 2050, Japan aims to establish a "Well-to-Wheel Zero Emission" policy, in line with the global efforts to eliminate emissions, focusing on energy supply and vehicle innovation. Replacing all the vehicles with EVs can reduce greenhouse gas emissions by around 80% per vehicle, including an approximate 90% reduction per passenger vehicle. Such government initiatives are likely to increase the demand for electronic vehicles, which, in turn, is likely to increase the demand for lithium-ion batteries.
• South Korea is also a large player in the car manufacturing market, with large corporations, like Hyundai, Kia Motors, and Renault. The increasing trend of adoption of electric vehicles is expected to increase the demand for lithium-ion batteries and its supply chain accessories, such as lithium-ion battery separators, in the country.​
• Therefore, based on the abovementioned factors, the Asia-Pacific is expected to dominate the lithium-ion battery separator market during the forecast period.

Lithium-Ion Battery Separator Market Competitor Analysis

The lithium-ion battery separator market is fragmented. Some of the major players operating in this market include (in no particular order) Asahi Kasei Corp., Toray Industries Inc., Sumitomo Chemical Co. Ltd, SK Innovation Co. Ltd, and Ube Industries Ltd., among others.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitute Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Geography
  • 5.1.1 North America
  • 5.1.2 Europe
  • 5.1.3 Asia-Pacific
  • 5.1.4 South America
  • 5.1.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Asahi Kasei Corp.
  • 6.3.2 Toray Industries Inc.
  • 6.3.3 Sumitomo Chemical Co. Ltd
  • 6.3.4 Entek International LLC
  • 6.3.5 SK Innovation Co. Ltd
  • 6.3.6 Ube Industries Ltd
  • 6.3.7 Mitsubishi Paper Mills Ltd
  • 6.3.8 Dreamweaver International
  • 6.3.9 W-SCOPE CORPORATION

7 MARKET OPPORTUNITIES AND FUTURE TRENDS