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市场调查报告书
商品编码
1536968

锂离子电池隔膜：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Lithium-ion Battery Separator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 168 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年锂离子电池隔膜市场规模为54.2亿美元，2029年预计将达到121.7亿美元，在预测期内（2024-2029年）复合年增长率为17.60%。

锂离子电池隔膜-市场

*从中期来看，市场预计将受到锂离子电池价格下降和电动车日益普及的推动。

*与此同时，原材料供需不匹配预计将在预测期内抑制市场成长。

*此外，电池技术的进步大大增加了对改进隔膜设计的需求。目前的隔膜，无论是在商业性用途还是在开发阶段，都尚未达到防止电池技术效率和可靠性下降所需的高稳定性和寿命性能标准。因此，在预测期内调查的市场可能会出现巨大的机会。

*亚太地区预计将成为预测期内最大、成长最快的市场，大部分需求来自中国、日本等国家。

锂离子电池隔离膜市场趋势

电动车的普及预计将推动市场发展

*中国、日本和韩国引领全球锂离子电池供应链。澳洲、印度和越南等国家也计划在预测期内在本国建立电池製造设施。

*亚太地区很大一部分人口没有电，依靠煤油和柴油等传统燃料照明和行动电话充电。由于其相关的技术优势和锂离子电池价格的下降，锂离子电池整合能源储存解决方案的采用率可能会提高。预计这将在预测期内为锂离子电池隔膜製造商创造重大商机。

*由于新能源汽车（NEV）和併网和离网应用的ESS的采用，预计该地区对锂离子电池的需求将快速增长。

*此外，预计到2030年，中国将占全球电动车市场的57%份额。充电基础设施的发展正在支持电动车在该国的普及。截至2023年8月，EVCIPA已确认，中国总合充电基础设施（公共+私人）720.8万个​​，其中公共充电站227.2万个，私人充电站。

*日本的目标是到2050年建立「从油井到车轮的零排放」政策，并专注于能源供应和汽车创新，与全球零排放努力保持一致。透过将所有汽车替换为电动车，每辆车的温室气体排放量可以减少约 80%，其中每辆乘用车减少约 90%。此类政府措施可能会增加对电动车的需求，进而增加对锂离子电池的需求。

*韩国也是主要的汽车製造市场，拥有现代汽车、起亚汽车和雷诺等大公司。随着电动车的普及，预计该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会增加。

*因此，由于上述因素，预计亚太地区在预测期内将主导锂离子电池隔离膜市场。

亚太地区预计将主导市场

  • 该地区国家是全球锂离子电池供应链的主要推动者，其中中国、日本和韩国处于领先地位。澳洲、印度和越南等国家也正在推进在预测期内在本国建立电池製造设施的计画。
  • 据估计，亚太地区很大一部分人口没有电，依靠煤油和柴油等传统燃料照明和行动电话充电。由于其相关的技术优势和锂离子电池价格的下降，锂离子电池整合能源储存解决方案的采用率可能会提高。预计这将在预测期内为锂离子电池隔膜製造商创造重大商机。
  • 由于新能源汽车（NEV）和储能係统在併网和离网应用中的采用，预计该地区对锂离子电池的需求将快速增长。
  • 此外，预计到2030年，中国将占全球电动车市场的57%份额。充电基础设施的发展正在支持电动车在该国的普及。截至2023年8月，EVCIPA已确认，中国总合7,208,000个充电基础设施（公共+私人），其中2,272,000个为公共充电站，4,936,000个为私人充电站。
  • 日本的目标是到2050年建立「从油井到车轮的零排放」政策，与全球零排放的努力保持一致，重点是能源供应和汽车创新。透过将所有汽车替换为电动车，每辆车的温室气体排放量可以减少约 80%，其中每辆乘用车减少约 90%。此类政府措施可能会增加对电动车的需求，进而增加对锂离子电池的需求。
  • 韩国也是汽车製造市场的主要企业，拥有现代汽车、起亚汽车和雷诺等大公司。随着电动车的普及，预计该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会增加。
  • 因此，由于上述因素，亚太地区预计将在预测期内主导锂离子电池隔离膜市场。

锂离子电池隔膜产业概况

锂离子电池隔离膜市场适度分散。进入该市场的主要企业包括（排名不分先后）旭化成、东丽、住友化学、SK Innovation 和宇部兴产。

其他好处：

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

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第 2 章执行摘要

第三章调查方法

第四章市场概况

  • 介绍
  • 2029 年之前的市场规模与需求预测
  • 最新趋势和发展
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 锂离子电池价格下降
      • 电动车的扩张
    • 抑制因素
      • 原料供需不匹配
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度

第五章市场区隔

  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
      • 北美其他地区
    • 欧洲
      • 英国
      • 法国
      • 俄罗斯
      • 西班牙
      • 德国
      • 北欧的
      • 义大利
      • 其他欧洲国家
    • 亚太地区
      • 印度
      • 中国
      • 日本
      • 马来西亚
      • 印尼
      • 澳洲
      • 泰国
      • 越南
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 南美洲其他地区
    • 中东/非洲
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 卡达
      • 奈及利亚
      • 埃及
      • 南非
      • 其他中东和非洲

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 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
  • Market Ranking/Share（%）Analysis

第七章 市场机会及未来趋势

  • 改进分离器设计的技术进步
简介目录
Product Code: 66547

The Lithium-ion Battery Separator Market size is estimated at USD 5.42 billion in 2024, and is expected to reach USD 12.17 billion by 2029, growing at a CAGR of 17.60% during the forecast period (2024-2029).

Lithium-ion Battery Separator - Market

* 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 will likely 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 most 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

* 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 battery manufacturing facilities in their countries during the forecast period.

* A significant fraction of Asia-Pacific's population is estimated to live without electricity and depend 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 August 2023, EVCIPA confirmed that there were a total of 7,208,000 charging infrastructure units (public + private) in China, of which 2,272,000 charging stands were public and 4,936,000 were private.

* 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 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 major player in the car manufacturing market, with large corporations like Hyundai, Kia Motors, and Renault. The increasing adoption of electric vehicles is expected to increase the demand for lithium-ion batteries and their supply chain accessories, such as lithium-ion battery separators, in the country.

* Therefore, based on the factors mentioned above, Asia-Pacific is expected to dominate the lithium-ion battery separator market during the forecast period.

The Asia-Pacific is Expected to Dominate the 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 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 August 2023, EVCIPA confirmed that there were a total of 7,208,000 charging infrastructure units (public + private) in China, of which 2,272,000 charging stands were public and 4,936,000 were private.
  • 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 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 major player in the car manufacturing market, with large corporations like Hyundai, Kia Motors, and Renault. The increasing adoption of electric vehicles is expected to increase the demand for lithium-ion batteries and their supply chain accessories, such as lithium-ion battery separators, in the country.
  • Therefore, based on the factors mentioned above, the Asia-Pacific region is expected to dominate the lithium-ion battery separator market during the forecast period.

Lithium-ion Battery Separator Industry Overview

The lithium-ion battery separator market is moderately 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 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Declining Lithium-ion Battery Prices
      • 4.5.1.2 The Increasing Adoption of Electric Vehicles
    • 4.5.2 Restraints
      • 4.5.2.1 The Demand-Supply Mismatch of Raw Materials
  • 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
      • 5.1.1.1 United States
      • 5.1.1.2 Canada
      • 5.1.1.3 Mexico
      • 5.1.1.4 Rest of North America
    • 5.1.2 Europe
      • 5.1.2.1 United Kingdom
      • 5.1.2.2 France
      • 5.1.2.3 Russia
      • 5.1.2.4 Spain
      • 5.1.2.5 Germany
      • 5.1.2.6 NORDIC
      • 5.1.2.7 Italy
      • 5.1.2.8 Rest of Europe
    • 5.1.3 Asia-Pacific
      • 5.1.3.1 India
      • 5.1.3.2 China
      • 5.1.3.3 Japan
      • 5.1.3.4 Malaysia
      • 5.1.3.5 Indonesia
      • 5.1.3.6 Australia
      • 5.1.3.7 Thailand
      • 5.1.3.8 Vietnam
      • 5.1.3.9 Rest of Asia-Pacific
    • 5.1.4 South America
      • 5.1.4.1 Brazil
      • 5.1.4.2 Argentina
      • 5.1.4.3 Columbia
      • 5.1.4.4 Rest of South America
    • 5.1.5 Middle East and Africa
      • 5.1.5.1 United Arab Emirates
      • 5.1.5.2 Saudi Arabia
      • 5.1.5.3 Qatar
      • 5.1.5.4 Nigeria
      • 5.1.5.5 Egypt
      • 5.1.5.6 South Africa
      • 5.1.5.7 Rest of Middle East and Africa

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
  • 6.4 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Technological Advancement for the Improvements in Separator Design