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市场调查报告书
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1636257

电动车电池正极：市场占有率分析、产业趋势/统计、成长预测（2025-2030）

Electric Vehicle Battery Cathode - 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

电动车电池负极市场规模预计到2025年为139.5亿美元，预计到2030年将达到283.6亿美元，预测期内（2025-2030年）复合年增长率为15.25%。

电动车电池正极-市场-IMG1

主要亮点

  • 从中期来看，电动车渗透率的提高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的差异预计将抑制未来市场的成长。
  • 然而，阴极材料和高效电解质的持续研究和进步可能会为市场成长提供机会。
  • 由于正极材料在汽车产业的应用不断增加，增加了对正极材料的需求，亚太地区占据了市场主导地位。

电动车电池正极市场趋势

锂离子电池领域占市场主导地位

  • 锂离子电池已成为电动车中最常用的电池技术。这是因为它具有能量密度高、循环寿命相对较长、效率高等优点。
  • 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使用扩大，锂离子电池技术对正极材料的需求预计也会增加。
  • 根据国际能源总署（IEA）预测，到 2030 年，电动车的销售份额预计将增至 35% 左右。因此，为满足锂离子电池的需求，欧盟预计到2030年将锂离子电池製造能力提高至550GWh。
  • 此外，锂​​离子电池价格的下降预计将导致该技术在电动车中的使用，从而导致锂离子技术中正极材料的使用需求增加。 2023年，锂离子电池组价格年与前一年同期比较14%至139美元/kWh。
  • 此外，随着镍和钴以外的正极材料的研究和开发取得进展，锂离子技术电池正极的需求预计将增加，因为这些材料很稀有并影响供应链的可靠性。
  • 例如，2023年11月，东芝公司开发出采用无钴5V级高电位正极材料的新型锂离子电池。这项技术创新在抑制通常作为副反应发生的劣化性能的气体的产生方面发挥着重要作用。
  • 因此，由于锂离子电池在电动车中的使用不断增加以及技术的发展，锂离子电池正极部分预计在预测期内将大幅增长。

预计北美将占据很大的市场份额

  • 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负极市场。
  • 北美对电动车的需求持续成长。根据美国能源情报署的数据，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) 的总合销量将升至所有轻型车 (LDV) 新车销量的 16.3%，而前一年为12.9%。
  • 此外，政府的支持措施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。这些努力包括扣除额、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，并推动了对电池阴极的需求。
  • 该地区各国也制定了电动车（EV）的多项目标。例如，美国的目标是到2032年将电动车的份额提高到35%左右。同样，加拿大的目标是到 2035 年实现 100% 零排放车辆。
  • 因此，随着电动车的增加，预计该地区将在预测期内主导市场。

电动汽车电池负极产业概况

电动车电池正极市场一分为二。该市场的主要企业（排名不分先后）包括日亚化学公司、BASF公司、三菱化学集团公司、日立化学有限公司和3M公司。

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
  • 投资分析

第五章市场区隔

  • 科技
    • 锂离子
    • 铅酸电池
    • 其他的
  • 材料类型
    • 磷酸锂铁
    • 钴酸锂
    • 锰酸锂
    • 二氧化铅
    • 其他的
  • 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
  • 公司简介
    • NICHIA CORPORATION
    • BASF SE
    • Mitsubishi Chemical Group Corporation
    • Hitachi Chemical Company Ltd
    • 3M Company
    • Panasonic Corporation
    • Toshiba Corporation
    • Umicore
    • NEI Corporation
    • Johnson Matthey PLC
  • 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

  • 正极材料和高效电解质的持续研究和进展
简介目录
Product Code: 50003538

The Electric Vehicle Battery Cathode Market size is estimated at USD 13.95 billion in 2025, and is expected to reach USD 28.36 billion by 2030, at a CAGR of 15.25% during the forecast period (2025-2030).

Electric Vehicle Battery Cathode - Market - IMG1

Key Highlights

  • Over the medium period, the growing adoption of electric vehicles and the decreasing price of lithium-ion batteries are expected to drive the market during the forecast period.
  • On the other hand, the supply chain gap in battery materials created by the monopoly of some countries is expected to restrain market growth in the future.
  • However, the ongoing research and advancement in cathode material and efficient electrolytes may offer opportunities for market growth.
  • Asia-Pacific dominates the market, owing to the growing application of cathode material in the automotive industry, which augments the demand for cathode material.

Electric Vehicle Battery Cathode Market Trends

The Lithium-ion Battery Segment to Dominate the Market

  • Lithium-ion batteries have emerged as the most commonly used battery technology in electric vehicles. This is due to their advantages, 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. Most of these batteries use lithium-ion technology. As the use of lithium-ion batteries in electric vehicles expands, the demand for cathode materials for lithium-ion battery technology is also expected to increase.
  • According to the International Energy Agency, the share of electric vehicle sales is expected to increase to around 35% by 2030. Hence, in order to meet lithium-ion battery demand, the European Union is expected to increase its lithium-ion battery manufacturing capacity to 550 GWh by 2030.
  • 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 cathode material of lithium-ion technology. In 2023, the price of lithium-ion battery packs decreased by 14% compared to the previous year to USD139/kWh.
  • Further, in the future, as research and development continue to use materials other than nickel and cobalt in cathode material, as they are rare and affect supply chain reliability, the demand for battery cathodes of lithium-ion technology is expected to increase.
  • For instance, in November 2023, Toshiba Corporation developed a new lithium-ion battery featuring a cobalt-free 5V-class high-potential cathode material. This innovation plays a crucial role in suppressing the production of performance-degrading gases typically generated as side reactions.
  • Thus, owing to the increasing use of lithium-ion batteries in electric vehicles and technological developments, the lithium-ion battery cathode segment is expected to grow significantly during the forecast period.

North America is Expected to Have a Significant Share in 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 cathode 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 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, driving the demand for battery cathode.
  • Also, the countries in the region have set multiple targets for electric vehicles (EVs). For instance, the United States aims to have an electric vehicle share of around 35% by 2032. Similarly, Canada aims to have 100% zero-emissions cars by 2035.
  • Thus, with the growing number of electric vehicles, the region is expected to dominate the market during the forecast period.

Electric Vehicle Battery Cathode Industry Overview

The electric vehicle battery cathode market is semi-fragmented. Some of the major players in the market (in no particular order) include Nichia Corporation, BASF SE, Mitsubishi Chemical Group Corporation, Hitachi Chemical Company Ltd, and 3M Company.

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
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Technology
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-acid
    • 5.1.3 Other Technologies
  • 5.2 Material Type
    • 5.2.1 Lithium Iron Phosphate
    • 5.2.2 Lithium Cobalt Oxide
    • 5.2.3 Lithium Manganese Oxide
    • 5.2.4 Lead Dioxide
    • 5.2.5 Other Materials
  • 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 by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 NICHIA CORPORATION
    • 6.3.2 BASF SE
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 Hitachi Chemical Company Ltd
    • 6.3.5 3M Company
    • 6.3.6 Panasonic Corporation
    • 6.3.7 Toshiba Corporation
    • 6.3.8 Umicore
    • 6.3.9 NEI Corporation
    • 6.3.10 Johnson Matthey PLC
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Ongoing Research and Advancement in Cathode Material and Efficient Electrolytes