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市场调查报告书
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1636417

德国电动车电池分离器：市场占有率分析、产业趋势、成长预测（2025-2030）

Germany 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 115 Pages | 商品交期: 2-3个工作天内

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简介目录

德国电动车电池隔膜市场规模预计到2025年为6,699万美元，预计2030年将达到1.5325亿美元，预测期内（2025-2030年）复合年增长率为18%。

德国电动车电池分离器-市场-IMG1

主要亮点

  • 从中期来看，电动车渗透率的提高、锂离子电池价格的下降以及政府对电动车的推广预计将在预测期内推动德国电动车电池隔膜市场的发展。
  • 另一方面，电池材料供应链的缺口，如原材料短缺和分销瓶颈，预计将抑制德国电动车电池隔膜市场的未来成长。
  • 然而，其他电池化学材料（例如固态电池、先进锂离子化学材料和钠离子电池）的持续研究和开发预计将在未来提供市场机会。

德国电动车电池隔膜市场趋势

锂离子电池领域可望主导市场

  • 电池隔膜是一种多孔膜，对于锂离子电池至关重要。透过将阴极和阳极分开并仅允许锂离子通过，可以防止电短路。德国是建立强大的锂离子电动车电池隔膜市场的先驱。
  • 最初，德国的锂离子电池产业主要针对消费性电子领域。然而，随着时间的推移，发生了一个重要的转变。电动车（EV）製造商已成为锂离子电池的主要消费者，带动了锂离子电池隔膜的需求。这项变化是由电动车（尤其是插电式混合动力汽车（PHEV））销量的增加所推动的。
  • 根据国际能源总署 (IEA) 的资料，主要基于锂离子技术的纯电动车 (BEV) 在德国的销量将从 2022 年的 47 万辆增至 2023 年的 52 万辆。这意味着采用锂离子技术的电动车销量成长了10.6%，凸显了该产业在德国电动车电池隔膜市场的主导地位。
  • 2024 年 7 月 总部位于英国、在德国开展业务的 Luxinar Ltd. 于 7 月 17 日至 18 日在德国慕尼黑举行的雷射电动移动研讨会上介绍了雷射切割锂离子电池隔膜的好处。会议期间，该公司展示了用于电池隔膜的CO2雷射切割技术，强调了该技术在减少磨损和彻底改变德国锂离子电动车电池生产方面的潜力。
  • 根据国际能源总署（IEA）预测，98%以上依赖锂离子技术且与电动车电池隔膜市场密切相关的德国电池电动商用卡车销量将从2022年的1100辆增长到2023年。增加至2,200个，一年内翻了一番。随着德国电动卡车销量的持续成长，这一趋势显示电池隔离膜的前景光明。
  • 鑑于电动车销量的成长和锂离子电池隔膜技术的进步，锂离子产业很可能将主导德国电动车电池隔离膜市场。

德国政府政策推动市场

  • 德国颁布了多项法律、政策和法律来排放温室气体（GHG）和二氧化碳排放。此外，该国还推出了针对纯电动车的各种激励措施，为电动车电池及相关设备製造商创造了有利条件。
  • 德国政府承诺在 2022 年将 100% 的民用车队转变为零排放轻型车辆 (LDV)。此外，到 2035 年，我们的目标是使所有中型和重型车辆 (M/HDV) 实现零排放。德国的目标是到 2030 年所有新车或替换汽车都配备环保技术，到 2025 年至少 50% 为电动车。这些努力推动了德国电动车产量的激增，并增加了对电池隔膜的需求。
  • 德国政府规定，到 2030 年，二氧化碳排放在 50 克/公里以下或续航里程在 60 公里以上（从 2025 年增加到 80 公里）的电动车可免征车辆税。此外，政府打算给予电动车在德国道路上的特权，例如使用专用公车道和专用停车位。
  • 由于德国政府的支持政策，电池隔膜产业的许多企业正在共同努力，加强在德国的製造业。例如，2023 年 11 月，在德国拥有重要业务的全球工程材料供应商 Glatfelter Corporation 与蓝宝石科技集团结成策略联盟。该合资企业专注于先进的电池安全技术。两家公司正在共同开发一种与 Safire Group 的 SAFe 抗震电解相匹配的新型电池隔膜，以满足优先考虑提高锂离子 (Li-ion) 应用性能和安全性的客户的需求。
  • 德国政府也主张在英国增加电动车充电站。国际能源总署的资料显示，英国超快电动车充电站数量已从 2022 年的 71,000 个增加到 2023 年的 87,000 个。此次扩张将间接拉动德国电动车电池隔膜市场的需求。随着充电站网路的扩大，电动车变得越来越流行，对电池隔离膜的需求也随之增加。
  • 此外，德国政府正在应对市场上锂离子电池价格的下跌。 2023年，电动车（EV）电池组的平均价格降至139美元/kWh，较2022年大幅下降13%。据预测，到2025年，电价将进一步下降至113美元/度，2030年将达到80美元/度。这些趋势将支持德国电动车电池隔膜市场的成长。
  • 摘要，上述几点凸显了德国政府共同努力提高电动车份额，并直接影响该国电动车电池隔膜市场动态。

德国电动汽车电池隔膜产业概况

德国电动车电池隔膜市场正走向半固体。市场主要企业包括（排名不分先后）Contemporary Amperex Technology Co., Limited、SK Innovation、Asahi Kasei Corporation、Bruckner Maschinenbau GmbH 和 Toray Industries Europe GmbH。

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（单位：美元）
  • 最新趋势和发展
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 电动车的扩张
      • 有利的政府政策
      • 锂离子电池价格下降
    • 抑制因素
      • 供应链缺口
  • 供应链分析
  • PESTLE分析
  • 投资分析

第五章市场区隔

  • 依电池类型
    • 锂离子
    • 铅酸电池
    • 其他电池类型
  • 依材料类型
    • 聚丙烯
    • 聚乙烯
    • 其他材料类型

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
    • Contemporary Amperex Technology Co.
    • SK Innovation Co. Ltd.
    • Asahi Kasei Corporation
    • Bruckner Maschinenbau GmbH
    • Coperion GmbH
    • Toray Industries Europe GmbH
    • Delfort Germany GmbH
    • SEMCORP Advanced Materials Group
    • Sepion Technologies
  • List of Other Prominent Companies
  • Market Ranking/Share（%）Analysis

第七章 市场机会及未来趋势

  • 锂离子电池隔膜材料的持续研究与进展
简介目录
Product Code: 50003592

The Germany Electric Vehicle Battery Separator Market size is estimated at USD 66.99 million in 2025, and is expected to reach USD 153.25 million by 2030, at a CAGR of 18% during the forecast period (2025-2030).

Germany Electric Vehicle Battery Separator - Market - IMG1

Key Highlights

  • Over the medium term, the growing adoption of electric vehicles, the decreasing price of lithium-ion batteries, and the Government's push for Electric vehicles are expected to drive the Germany Electric Vehicle Battery Separator Market during the forecast period.
  • On the other hand, the supply chain gap in battery materials, such as ingredient shortages or distribution bottlenecks, is expected to restrain Germany's Electric Vehicle Battery Separator 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.

Germany Electric Vehicle Battery Separator Market Trends

Lithium-ion Battery Segment is Expected to Dominate the Market

  • A battery separator, a porous membrane, is vital for lithium-ion batteries. It prevents electrical short circuits by isolating the cathode and anode, allowing only lithium ions to pass. Germany has been a pioneer in establishing a robust market for Li-ion Electric Vehicle battery separators.
  • Initially, in Germany, the lithium-ion battery industry primarily catered to the consumer electronics sector. However, over time, a pivotal shift took place. Electric vehicle (EV) manufacturers became the primary consumers of lithium-ion batteries, subsequently driving the demand for Li-ion battery separators. This shift was propelled by the rising sales of EVs, particularly Plug-in Hybrid Electric Vehicles (PHEVs), attributed to their high energy density, extended cycle life, and overall efficiency.
  • Data from the International Energy Agency (IEA) indicates that in 2023, sales of Battery Electric Vehicles (BEVs) in Germany, predominantly utilizing Li-ion technology, reached 520,000, up from 470,000 in 2022. This marks a notable 10.6% growth in Li-ion technology EV sales, underscoring the segment's dominance in Germany's Electric Vehicle Battery Separator Market.
  • In July 2024, Luxinar Ltd., a United Kingdom-based company with operations in Germany, showcased the advantages of laser cutting Li-ion battery separator foils at the Laser EMobility Workshop held in Munich, Germany, from July 17 to 18. During the conference, the company demonstrated its CO2 laser cutting technology for battery separators, emphasizing its potential to reduce wear and tear and revolutionize Li-ion electric vehicle battery cell production in Germany.
  • According to the International Energy Agency (IEA), sales of Battery Electric Commercial Trucks in Germany, which are over 98% reliant on Li-ion technology and closely tied to the Electric Vehicle Battery Separator Market, surged from 1,100 in 2022 to 2,200 in 2023, effectively doubling in a year. This trend indicates a promising future for battery separators as EV truck sales continue to climb in Germany.
  • Given the rising EV sales and advancements in Li-ion battery separator technology, the Li-ion segment is poised to dominate the Electric Vehicle Battery Separator Market in Germany.

Policies of the German Government Driving the Market

  • Germany has enacted numerous legislations, policies, and acts to curb greenhouse gas (GHG) emissions and carbon dioxide output. Additionally, the country has rolled out various incentives for battery-electric vehicles, creating favorable conditions for manufacturers of EV batteries and related equipment.
  • In 2022, the German Government committed to transitioning 100% of its civil government-operated fleets to zero-emission light-duty vehicles (LDVs). Furthermore, they aim for all medium and heavy-duty vehicles (M/HDVs) to be zero-emission by 2035. By 2030, Germany targets all new or replacement vehicles to adopt environmentally friendly technologies, with a minimum of 50% being electric by 2025. These initiatives are propelling the surge in EV production in Germany and boosting the demand for battery separators.
  • The German Government has enacted a motor tax exemption for electric vehicles (EVs) that emit less than 50g of CO2/km or have a range of at least 60km (increasing to 80km from 2025) until 2030. Moreover, the government intends to offer electric cars special privileges on German roads, including access to bus lanes and exclusive parking spots.
  • Due to supportive policies from the German Government, many players in the battery separator industry are collaborating to bolster manufacturing in Germany. For instance, in November 2023, Glatfelter Corporation, a global supplier of engineered materials with a significant presence in Germany, forged a strategic alliance with Safire Technology Group, Inc. This venture-backed firm specializes in advanced battery safety technologies. Together, they're developing a new battery separator tailored for Safire Group's SAFe Impact Resistant Electrolyte, catering to clients prioritizing enhanced performance and safety in their Lithium-ion (Li-ion) applications.
  • The German government is also advocating for an increase in electric vehicle charging stations in the United Kingdom. Data from the International Energy Agency indicates that superfast EV charging points in the UK grew from 71,000 in 2022 to 87,000 in 2023. This expansion indirectly boosts the demand for the Electric Vehicle Battery Separator Market in Germany. As the network of charging stations expands, it bolsters the adoption of electric vehicles, subsequently driving up the demand for battery separators.
  • Moreover, the German government is responding to the declining prices of Li-ion batteries in the market. In 2023, average battery pack prices for electric vehicles (EVs) fell to USD 139/kWh, a significant 13% drop from 2022. Projections estimate prices will further decline to USD 113/kWh by 2025 and reach USD 80/kWh by 2030. Such trends bolster the growth of the Electric Vehicle Battery Separator Market in Germany.
  • In summary, the aforementioned points underscore the German Government's concerted efforts to amplify the share of electric vehicles, directly influencing the dynamics of the Electric Vehicle Battery Separator Market in the country.

Germany Electric Vehicle Battery Separator Industry Overview

The Germany Electric Vehicle Battery Separator Market is semi-consolidated. Some of the major players in the market (in no particular order) include Contemporary Amperex Technology Co., Limited, SK Innovation Co. Ltd., Asahi Kasei Corporation, Bruckner Maschinenbau GmbH, and Toray Industries Europe GmbH, 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 Favorable Government Policies
      • 4.5.1.3 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 PESTLE Analysis
  • 4.8 Investment Analysis

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

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 Contemporary Amperex Technology Co.
    • 6.3.2 SK Innovation Co. Ltd.
    • 6.3.3 Asahi Kasei Corporation
    • 6.3.4 Bruckner Maschinenbau GmbH
    • 6.3.5 Coperion GmbH
    • 6.3.6 Toray Industries Europe GmbH
    • 6.3.7 Delfort Germany GmbH
    • 6.3.8 SEMCORP Advanced Materials Group
    • 6.3.9 Sepion Technologies
  • 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 Li-ion Battery Separator Material