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市场调查报告书
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1636183

电动汽车电池隔膜：市场占有率分析、产业趋势/统计、成长预测（2025-2030）

Electric Vehicle Battery Separator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

电动车电池隔膜市场规模预计到2025年为16亿美元，预计到2030年将达到27.2亿美元，预测期内（2025-2030年）复合年增长率为11.21%。

电动车电池分离器-市场-IMG1

主要亮点

  • 从中期来看，电动车的普及和锂离子电池价格的下降预计将在预测期内推动市场发展。
  • 另一方面，一些国家的垄断造成的电池材料供应链差异（例如原料短缺和分销瓶颈）预计将抑制未来市场的成长。
  • 其他电池化学材料（例如固体电池、先进锂离子化学材料和钠离子电池）的研发进展预计将为未来的市场提供机会。
  • 预计北美市场在预测期内将出现显着成长，其中大部分需求来自美国、加拿大等国家。

电动车电池隔膜市场趋势

锂离子电池领域可望主导市场

  • 电池隔膜是多孔膜，在锂离子电池中发挥重要作用。隔离正极和负极可以防止电气短路，并且只允许锂离子通过。
  • 近年来，锂离子电池已成为电动车中最常用的电池技术。这是由于锂离子电池具有多个优点，包括高能量密度、相对较长的循环寿命和效率。
  • 根据国际能源总署（IEA）预测，2023年电动车电池需求量将超过750GWh，较2022年成长40%。这些电池大多数采用锂离子技术。随着锂离子电池在电动车中的应用增加，锂离​​子电池技术对电池隔离膜的需求预计也会同时增加。
  • 此外，锂​​离子电池价格的下降预计将鼓励该技术在电动车中的使用，从而导致锂离子技术中对电池隔膜的使用需求增加。 2023年，锂离子电池组价格与前一年同期比较%至139美元/kWh。
  • 此外，随着更稳定、更有效率的电动车电池隔膜的研发进展，对锂离子技术电池隔膜的需求预计将增加。
  • 例如，2024年2月，仁川大学的科学家设计了一种提高锂离子电池隔膜稳定性和性能的方法。这是透过将一层二氧化硅与其他功能分子结合在一起来实现的。这些进展预计将改善电动车应用中锂离子分离器的功能。
  • 因此，由于对锂离子电池的需求不断增加以及电动车中使用的电池隔离膜的技术发展，预计该细分市场将占据重要的市场份额。

预计北美将主导市场

  • 北美电动车市场将主要由五家主要公司推动，到2023年将占据70%以上的市场。这些领先的参与企业包括特斯拉、丰田集团、福特集团、现代和本田。特斯拉是北美国家销量最多的电动车。随着电动车需求的增加，这些汽车中电池的使用量也会增加，进而带动电动车电池隔膜市场的发展。
  • 北美对电动车的需求持续成长。根据美国能源情报署的总合，到 2023 年，美国混合动力汽车、插电式混合动力电动车和纯电动车(BEV) 的总销量将占所有轻型车(LDV) 新车销量的16.3%，高于12.9%。
  • 此外，政府的支持措施也正在影响电动车电池的需求，进而影响电动车电池正极市场的需求。北美各国政府正在采取措施和奖励来鼓励电动车的普及。这些努力包括税额扣抵、补贴、回扣以及充电基础设施投资。这种支持增加了消费者对电动车的兴趣，并推动了对电池隔膜的需求。
  • 在政府的支持下，电动车製造商正在投资在该地区开设电池隔膜工厂，从而缓解供应链问题。例如，2024年4月，本田汽车工业与旭化成签署协议，在加拿大生产汽车电池隔膜。
  • 因此，由于电动车的成长和电动车电池隔膜本地产量的增加，预计该地区将在预测期内主导市场。

电动汽车电池分离器产业概况

电动车电池隔膜市场适度细分。该市场的主要企业（排名不分先后）包括 Entek International、SK Innovation、三菱化学集团公司、东丽工业公司和住友化学。

其他好处

  • 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（单位：美元）
  • 最新趋势和发展
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • 电动车的扩张
      • 锂离子电池价格下降
    • 抑制因素
      • 供应链缺口
  • 供应链分析
  • 产业吸引力－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
    • 替代产品/服务的威胁
    • 竞争公司之间的敌对关係

第五章市场区隔

  • 电池类型
    • 锂离子
    • 铅酸电池
    • 其他的
  • 材料类型
    • 聚丙烯
    • 聚乙烯
    • 其他材料类型
  • 2029 年之前的市场规模和需求预测（按地区）
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 义大利
      • 西班牙
      • 北欧的
      • 俄罗斯
      • 土耳其
      • 欧洲其他地区
    • 亚太地区
      • 中国
      • 印度
      • 澳洲
      • 日本
      • 韩国
      • 马来西亚
      • 泰国
      • 印尼
      • 越南
      • 其他亚太地区
    • 中东/非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 奈及利亚
      • 埃及
      • 卡达
      • 南非
      • 其他中东/非洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 南美洲其他地区

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略及SWOT分析
  • 公司简介
    • Entek International
    • SK Innovation Co. Ltd
    • Mitsubishi Chemical Group Corporation
    • Hitachi Chemical Company Ltd
    • Toray Industries Inc.
    • Sumitomo Chemical Co. Ltd
    • UBE Corp
    • Teijin Ltd
    • Yunnan Enjie New Materials Co. Ltd
    • Cangzhou Mingzhu Plastic Co. Ltd
  • 其他知名公司名单
  • 市场排名/份额（%）分析

第七章 市场机会及未来趋势

  • 增加其他电池化学物质的研究和开发
简介目录
Product Code: 50002592

The Electric Vehicle Battery Separator Market size is estimated at USD 1.60 billion in 2025, and is expected to reach USD 2.72 billion by 2030, at a CAGR of 11.21% during the forecast period (2025-2030).

Electric Vehicle Battery Separator - Market - IMG1

Key Highlights

  • Over the medium period, the growing adoption of electric vehicles and the decreasing price of lithium-ion batteries is expected to drive the market in the forecast period.
  • On the other hand, the supply chain gap in battery materials created by the monopolies of some countries, such as ingredient shortages or distribution bottlenecks, is expected to restrain market growth in the future.
  • Nevertheless, the increasing research and development of other battery chemistries like solid-state batteries, advanced lithium-ion chemistry, Sodium-ion batteries, etc, are expected to create an opportunity for the market in the future.
  • North America is expected to have significant growth in the market during the forecast period, with most of the demand coming from countries like the United States, Canada, etc.

Electric Vehicle Battery Separator Market Trends

Lithium-ion Battery Segment is Expected to Dominate the Market

  • A battery separator, a porous membrane, plays a crucial role in lithium-ion batteries. It prevents electrical short circuits by isolating the cathode and anode, ensuring only lithium ions can pass through.
  • In recent years, lithium-ion batteries have emerged as the most commonly used battery technology in electric vehicles. This is due to several advantages associated with them, such as high energy density, relatively long cycle life, and efficiency.
  • According to the International Energy Agency, demand for EV batteries reached more than 750 GWh in 2023, up 40% relative to 2022. The majority of these batteries are lithium-ion technology. As lithium-ion battery application in electric vehicles increases, the demand for battery separators for lithium-ion battery technology is expected to increase simultaneously.
  • Additionally, the decreasing price of lithium-ion batteries is expected to drive the use of this technology in electric vehicles, which, in turn, will boost the demand for the use of battery separators of lithium-ion technology. In 2023, the price of lithium-ion battery packs suffered a 14% drop compared to the previous year to USD139/kWh.
  • Further, as research and development continue to develop more stable and efficient battery separators for electric vehicles, the demand for lithium-ion technology battery separators is expected to increase.
  • For instance, in February 2024, Scientists at Incheon National University devised a method to enhance the stability and characteristics of lithium-ion battery separators. They achieve this by incorporating a layer of silicon dioxide along with other functional molecules. Such developments will improve the functionality of lithium-ion separators in electric vehicle applications.
  • Thus, owing to the increasing demand for lithium-ion batteries and the technological development of battery separators used in electric vehicles, this segment is expected to have a major share of the market.

North America is Expected to Dominate the Market

  • The North American electric vehicle market is majorly driven by the five major players, accounting for more than 70% of the market in 2023. These prominent players include Tesla, Toyota Group, Ford Group, Hyundai, and Honda. Tesla is the highest seller of electric vehicles in North American countries. As the demand for electric vehicles increases, the use of batteries in these vehicles will also increase, thereby driving the electric vehicle battery separator market.
  • The demand for electric vehicles is increasing continuously in North America. According to the Energy Information Administration, the combined sales of hybrid vehicles, plug-in hybrid electric vehicles, and battery electric vehicles (BEV) in the United States rose to 16.3% of total new light-duty vehicle (LDV) sales in 2023, which was 12.9% in the previous year.
  • Further, supportive government policies are also affecting the demand for electric vehicle batteries, thereby affecting the demand for the electric vehicle battery cathode market. Governments across North America have been rolling out policies and incentives to spur EV adoption. These initiatives encompass tax credits, grants, rebates, and investments in charging infrastructure. Such support has bolstered consumer interest in EVs, thereby driving the demand for battery separators.
  • With the support of the government, electric vehicle manufacturers are investing in opening local factories for battery separators in the region, thereby easing the supply chain. For instance, in April 2024, Honda Motor Co. Ltd agreed with Asahi Kasei Corporation to produce battery separators for automotive batteries in Canada.
  • Thus, owing to the growing number of electric vehicles and increasing local manufacturing of electric vehicle battery separators, the region is expected to dominate the market in the forecast period.

Electric Vehicle Battery Separator Industry Overview

The electric vehicle battery separator market is moderately fragmented. Some of the major players in the market (in no particular order) include Entek International, SK Innovation Co. Ltd, Mitsubishi Chemical Group Corporation, Toray Industries Inc., and Sumitomo Chemical Co. 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, 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 The Growing Adoption of Electric Vehicles
      • 4.5.1.2 Decreasing Price of Lithium-ion Batteries
    • 4.5.2 Restraints
      • 4.5.2.1 The Supply Chain Gap
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - 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 Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-acid
    • 5.1.3 Other Battery Type
  • 5.2 Material Type
    • 5.2.1 Polypropylene
    • 5.2.2 Polyethylene
    • 5.2.3 Other Material Types
  • 5.3 Geography [Market Size and Demand Forecast till 2029 (for regions only)]
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 France
      • 5.3.2.3 United Kingdom
      • 5.3.2.4 Italy
      • 5.3.2.5 Spain
      • 5.3.2.6 NORDIC
      • 5.3.2.7 Russia
      • 5.3.2.8 Turkey
      • 5.3.2.9 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Australia
      • 5.3.3.4 Japan
      • 5.3.3.5 South Korea
      • 5.3.3.6 Malaysia
      • 5.3.3.7 Thailand
      • 5.3.3.8 Indonesia
      • 5.3.3.9 Vietnam
      • 5.3.3.10 Rest of Asia-Pacific
    • 5.3.4 Middle East and Africa
      • 5.3.4.1 Saudi Arabia
      • 5.3.4.2 United Arab Emirates
      • 5.3.4.3 Nigeria
      • 5.3.4.4 Egypt
      • 5.3.4.5 Qatar
      • 5.3.4.6 South Africa
      • 5.3.4.7 Rest of Middle East and Africa
    • 5.3.5 South America
      • 5.3.5.1 Brazil
      • 5.3.5.2 Argentina
      • 5.3.5.3 Colombia
      • 5.3.5.4 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted & SWOT Analysis for Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Entek International
    • 6.3.2 SK Innovation Co. Ltd
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 Hitachi Chemical Company Ltd
    • 6.3.5 Toray Industries Inc.
    • 6.3.6 Sumitomo Chemical Co. Ltd
    • 6.3.7 UBE Corp
    • 6.3.8 Teijin Ltd
    • 6.3.9 Yunnan Enjie New Materials Co. Ltd
    • 6.3.10 Cangzhou Mingzhu Plastic Co. Ltd
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 The Increasing Research and Development of Other Battery Chemistries