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市场调查报告书
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锂-市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Lithium - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年锂市场规模为71万吨LCE，预计2029年将达到172万吨LCE，在预测期间（2024-2029年）复合年增长率为19.57%。

锂市场

2020年，市场受到COVID-19的负面影响，上半年受到封锁的影响，从2月开始的月度汽车销售出现了前所未有的下滑。目前市场处于大流行前的水平。

主要亮点

  • 短期内，推动所研究市场的主要因素是电动车需求的加速以及可携式电器产品的使用和需求的增加。
  • 然而，对锂市场供需缺口的日益担忧可能会阻碍市场成长。
  • 儘管如此，智慧电网电力的日益普及可能是预测期内全球锂市场的重大机会。
  • 亚太地区主导全球市场，大部分消费来自中国、韩国和日本等国家。

锂市场趋势

电池应用领域占据市场主导地位

  • 锂主要用于生产锂电池。电池应用占全球锂市场最大份额。
  • 锂电池可分为两个部分：一次性电池和可充电电池。一次性锂电池使用金属形式的锂作为负极。与其他标准电池相比，这些电池具有更长的使用寿命和更高的充电密度。这些电池可用于关键设备，例如心律调节器和其他长期使用的电子医疗设备。
  • 锂二次电池有两种：锂离子电池和锂离子聚合物电池。锂离子电池包装在硬盒中，而锂电池则包装在柔性聚合物盒中。与锂离子电池相比，锂聚合物电池的比能量也略高。锂聚合物电池使用聚合物作为电解质，而不是锂离子电池中使用的标准液体电解质。
  • 对于锂离子电池，金属锂形成阴极，锂与电解质接触时发生的化学反应是这些电池的特征。然而，锂元素在用于电池设备时非常不稳定。因此，实际上，使用称为氧化锂的锂和氧的组合作为正极。因此，与单质锂相比，氧化锂是一种更稳定的化合物。
  • 锂离子电池用于多种应用，例如通讯设备和消费性电器产品。锂离子电池重量轻，具有高能量密度和可充电性，使其适用于可携式电子设备。由于能量密度高且无“记忆效应”，锂离子和锂聚合物可充电电池是行动电话、笔记型电脑和其他可携式电子设备最有效的电源。
  • 电动车 (EV)、行动电话、备用电源/UPS、平板电脑、电动工具、电玩游戏、玩具和电动自行车等产品对这些电池的需求量很大。除此之外，锂电池也应用于能源储存系统，考虑到风电、风力发电等各种可再生能源领域的成长，对锂离子电池能源储存系统係统的需求不断增加。正在以显着的速度成长。其他的。
  • 与其他类型的电池相比，锂离子电池越来越受欢迎，这主要是由于其优越的容量重量比。促成其采用的其他因素包括改进的性能（更长的使用寿命、更少的维护）和更低的价格。
  • 全球主要锂离子电池製造商包括LG化学、宁德时代新能源科技有限公司（CATL）、Panasonic、三星SDI、比亚迪等。
  • 所有上述因素预计将增加电池应用中对锂的需求。

亚太地区主导市场

  • 由于中国、韩国和日本等国家消费量的增加，亚太地区已成为锂消费的主要市场。
  • 随着消费者越来越喜欢电池驱动的汽车，该国的汽车产业正在经历转变。电动车，包括Scooter、小客车和巴士等轻型商用车，在该国越来越受欢迎。根据中国小客车协会（CPCA）统计，2021年中国销量突破330万辆，较2020年成长约169%。
  • 中国政府预测未来五年电动车生产普及将达20%。因此，这有望增加车用电池的产量和消费量。中国电池製造商CATL控制全球超过30%的电动车电池市场。钴（有助于提高锂离子电池稳定性的矿物质）的专业供应商 Darton Commodities 估计，中国炼油厂提供了全球 85% 的电池用钴。
  • 根据全国锂电池蓝图，预计2025年中国锂电池产量将达到1811GWh。中国是全球最大的电动车市场，主导锂离子电池製造的供应链，包括矿物和矿物加工。原料。
  • 韩国最大的工业是电子、汽车、通讯、造船、化工和钢铁。该国是最大的电子产品和半导体製造商之一，拥有三星电子和海力士半导体等全球知名品牌。
  • 韩国汽车研究所 (KAII) 收集的资料显示，2021 年前 9 个月，国内电动车销量成长 96%，达到 71,006 辆。
  • 由于消费者对替代燃料技术的需求不断增加，日本电动车的销售未来可能会增加。然而，2021年国内内燃机汽车销量下降超过3%至4,448,340辆。日本汽车经销商协会的报告显示，660CC以上新车销量下降2.9%至2,795,818辆。根据日本轻型汽车协会联合会统计，同年轻型汽车销量下降3.8%至1,652,522辆。
  • 所有这些因素预计将在预测年内推动锂市场的成长。

锂行业概况

全球锂市场本质上是一体化的，前五家企业占了全球产量80%以上的份额。市场主要企业包括（排名不分先后）Albemarle Corporation、SQM SA、天齐锂业、Livent、Allkem Limited 等。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 调查先决条件
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

  • 促进因素
    • 电动车需求加速成长
    • 可携式电器产品的使用和需求增加
    • 其他司机
  • 抑制因素
    • 锂市场供需缺口
    • 其他限制因素
  • 产业价值链分析
  • 波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代产品和服务的威胁
    • 竞争程度
  • 价格分析
  • 技术简介

第五章市场区隔

  • 类型
    • 金属
    • 化合物
      • 碳酸盐
      • 氯化物
      • 氢氧化物
    • 合金
  • 目的
    • 电池
    • 润滑脂
    • 空气处理
    • 药品
    • 玻璃/陶瓷（包括熔块）
    • 聚合物
    • 其他用途
  • 最终用户产业
    • 工业的
    • 家用电器
    • 能源储存
    • 医疗保健
    • 车
    • 其他最终用户产业
  • 地区
    • 产量及蕴藏量分析
      • 澳洲
      • 智利
      • 中国
      • 阿根廷
      • 辛巴威
      • 美国
      • 其他地区
    • 消费分析
      • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 澳洲和纽西兰
      • 其他亚太地区
      • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
      • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 北欧国家
      • 欧洲其他地区
      • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
      • 中东/非洲
      • 沙乌地阿拉伯
      • 南非
      • 其他中东/非洲

第六章 竞争形势

  • 併购、合资、合作与协议
  • 市场占有率(%)分析
  • 主要企业采取的策略
  • 公司简介（公司简介、财务状况、产品/服务、近期状况）
    • Albemarle Corporation
    • Allkem Limited
    • Ganfeng Lithium Co. Ltd
    • Lithium Australia NL
    • Livent
    • Mineral Resources
    • Morella Corporation Limited
    • Sichuan Yahua Industrial Group Co. Ltd
    • SQM SA
    • Tianqi Lithium
    • Avalon Advanced Materials Inc.
    • Pilbara Minerals

第七章市场机会与未来趋势

  • 扩大智慧电网电力部署
  • 其他机会
简介目录
Product Code: 55736

The Lithium Market size is estimated at 0.71 Million LCE tons in 2024, and is expected to reach 1.72 Million LCE tons by 2029, growing at a CAGR of 19.57% during the forecast period (2024-2029).

Lithium - Market

The market was negatively impacted by COVID-19 in 2020, as the first half of the year was affected by the lockdowns, causing unprecedented declines in monthly vehicle sales from February. Presently the market has reached pre-pandemic levels.

Key Highlights

  • Over the short term, the major factors driving the market studied are the accelerating demand for electric vehicles and increasing usage and demand for portable consumer electronics.
  • However, rising concern over the demand-supply gap in the lithium market may hamper the market growth.
  • Nevertheless, the growing adoption of smart grid electricity is likely to be a major opportunity in the global lithium market over the forecast period.
  • Asia-Pacific dominates the market across the world, with the most substantial consumption from countries like China, South Korea, and Japan.

Lithium Market Trends

The Battery Application Segment to Dominate the Market

  • Lithium is majorly used for the production of lithium batteries. The battery application segment accounted for the largest share of the global lithium market.
  • Lithium batteries can be categorized into two segments, namely, disposable and rechargeable. Disposable lithium batteries use lithium in the metallic form as an anode. These batteries have a longer life and higher charge density when compared to other standard batteries. These batteries find applications in critical devices, such as pacemakers and other electronic medical devices intended for long-term use.
  • Rechargeable lithium batteries are of two types, i.e., lithium-ion batteries and lithium-ion polymer batteries. Li-ion battery is packed in a rigid case, whereas the Li-po battery comes in a flexible polymer casing. Also, a Li-po battery has a slightly higher specific energy when compared to a Li-ion battery. The Li-po battery uses a polymer as an electrolyte instead of the standard liquid electrolyte used in a Li-ion battery.
  • In the case of a Li-ion battery, the metal lithium forms the cathode, and it is the chemical reactions of lithium upon contact with the electrolyte that makes these batteries characteristic. However, elemental lithium is highly unstable when used inside a battery's apparatus. Hence, a combination of lithium and oxygen together, called lithium oxide, is used as the cathode for practical purposes. Thereby, lithium oxide is a much more stable compound as opposed to elemental lithium.
  • Lithium-ion batteries are employed in several applications, including telecommunication devices and consumer electronics. The light weight of lithium-ion batteries, coupled with their high energy density and rechargeability, makes them a good fit for portable electronics. Due to their energy density and lack of 'memory effect,' lithium-ion and lithium-polymer rechargeable batteries are the most efficient power sources for cell phones, laptops, and other portable electronic devices.
  • These batteries are in great demand in products such as electric vehicles (EVs), cell phones, laptops, power backups/UPS, tablets, power tools, video games, toys, and e-bikes. Apart from these, lithium-based batteries find one of their applications in energy storage systems, and the demand for lithium-ion battery-based energy storage systems is growing at a significant pace, considering the growth in various renewable energy sectors, including wind and others.
  • Li-ion batteries are gaining more popularity compared to other battery types, majorly due to their favorable capacity-to-weight ratio. The other factors that contribute to its adoption include its better performance (long life and low maintenance) and decreasing price.
  • Some of the key global lithium-ion battery manufacturers include LG Chem, Contemporary Amperex Technology Co., Limited (CATL), Panasonic, Samsung SDI, and BYD, among other companies.
  • All the above-said factors are expected to increase the demand for lithium in the battery application segment.

Asia-Pacific Region to Dominate the Market

  • Asia-Pacific was found to be the major market for the consumption of lithium, owing to increasing consumption from countries such as China, South Korea, and Japan.
  • The automobile industry in the country is witnessing switching trends as the consumer inclination toward battery-operated vehicles is on the higher side. Electric vehicles, including scooters, passenger cars, and light commercial vehicles like buses, are gaining popularity in the country. According to the China Passenger Car Association (CPCA), the country sold over 3.3 million units in 2021, indicating an increase of about 169% compared to 2020.
  • The government of China estimates a 20% penetration rate of electric vehicle production over the next five years. Hence, this is anticipated to increase the production and consumption of batteries for vehicles. Chinese battery maker CATL controls over 30% of the world's EV battery market. The cobalt specialist supplier, Darton Commodities, estimated that Chinese refineries supplied 85% of the world's battery-ready cobalt, a mineral that helps in improving the stability of lithium-ion batteries.
  • According to the National Blueprint for Lithium Batteries, China is projected to have 1,811 GWh of lithium cell production by 2025. China is the largest global EV market and dominates the supply chain for the manufacture of lithium-ion batteries, including the processing of minerals and raw materials.
  • South Korea's largest industries are electronics, automobiles, telecommunications, shipbuilding, chemicals, and steel. The country is among the largest manufacturers of electronic goods as well as semiconductors, with globally popular brands, such as Samsung Electronics Co. Ltd and Hynix Semiconductor.
  • According to the data collected by the Korea Automotive Technology Institute (KAII), the sales of electric vehicles in the country surged by 96% to 71,006 units in the first nine months of 2021.
  • Electric vehicle sales in Japan are likely to ascend in the future with rising consumer demand for alternate fuel technology. However, ICE-based automobile sales in the country dropped by over 3% to 4,448,340 units in 2021. The Japan Automobile Dealers Association reported that sales of new vehicles larger than 660 CC slipped by 2.9% to 2,795,818 units. The Japan Light Motor Vehicle and Motorcycle Association reported that sales of mini-vehicles fell by 3.8% to 1,652,522 units in the same year.
  • All these factors are expected to facilitate the growth of the lithium market over the forecast years.

Lithium Industry Overview

The global lithium market is consolidated in nature, with the top five players holding more than 80% share of the global production outputs. Some of the major players in the market include (not in any particular order) Albemarle Corporation, SQM SA, Tianqi Lithium, Livent, and Allkem Limited, among other companies.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Accelerating Demand for Electric Vehicles
    • 4.1.2 Increasing Usage and Demand by Portable Consumer Electronics
    • 4.1.3 Other Drivers
  • 4.2 Restraints
    • 4.2.1 Demand-supply Gap in the Lithium Market
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition
  • 4.5 Pricing Analysis
  • 4.6 Technological Snapshot

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Metal
    • 5.1.2 Compound
      • 5.1.2.1 Carbonate
      • 5.1.2.2 Chloride
      • 5.1.2.3 Hydroxide
    • 5.1.3 Alloy
  • 5.2 Application
    • 5.2.1 Battery
    • 5.2.2 Grease
    • 5.2.3 Air Treatment
    • 5.2.4 Pharmaceuticals
    • 5.2.5 Glass/Ceramic (Including Frits)
    • 5.2.6 Polymer
    • 5.2.7 Other Applications
  • 5.3 End-user Industry
    • 5.3.1 Industrial
    • 5.3.2 Consumer Electronics
    • 5.3.3 Energy Storage
    • 5.3.4 Medical
    • 5.3.5 Automotive
    • 5.3.6 Other End-user Industries
  • 5.4 Geography
    • 5.4.1 Production and Reserve Analysis
      • 5.4.1.1 Australia
      • 5.4.1.2 Chile
      • 5.4.1.3 China
      • 5.4.1.4 Argentina
      • 5.4.1.5 Zimbabwe
      • 5.4.1.6 United States
      • 5.4.1.7 Other Regions
    • 5.4.2 Consumption Analysis
      • 5.4.2.1 Asia-Pacific
      • 5.4.2.1.1 China
      • 5.4.2.1.2 India
      • 5.4.2.1.3 Japan
      • 5.4.2.1.4 South Korea
      • 5.4.2.1.5 Australia & New Zealand
      • 5.4.2.1.6 Rest of Asia-Pacific
      • 5.4.2.2 North America
      • 5.4.2.2.1 United States
      • 5.4.2.2.2 Canada
      • 5.4.2.2.3 Mexico
      • 5.4.2.3 Europe
      • 5.4.2.3.1 Germany
      • 5.4.2.3.2 United Kingdom
      • 5.4.2.3.3 France
      • 5.4.2.3.4 Italy
      • 5.4.2.3.5 Nordic Countries
      • 5.4.2.3.6 Rest of Europe
      • 5.4.2.4 South America
      • 5.4.2.4.1 Brazil
      • 5.4.2.4.2 Argentina
      • 5.4.2.4.3 Rest of South America
      • 5.4.2.5 Middle East and Africa
      • 5.4.2.5.1 Saudi Arabia
      • 5.4.2.5.2 South Africa
      • 5.4.2.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles (Overview, Financials, Products and Services, and Recent Developments)
    • 6.4.1 Albemarle Corporation
    • 6.4.2 Allkem Limited
    • 6.4.3 Ganfeng Lithium Co. Ltd
    • 6.4.4 Lithium Australia NL
    • 6.4.5 Livent
    • 6.4.6 Mineral Resources
    • 6.4.7 Morella Corporation Limited
    • 6.4.8 Sichuan Yahua Industrial Group Co. Ltd
    • 6.4.9 SQM SA
    • 6.4.10 Tianqi Lithium
    • 6.4.11 Avalon Advanced Materials Inc.
    • 6.4.12 Pilbara Minerals

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Adoption in Smart Grid Electricity
  • 7.2 Other Opportunities