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市场调查报告书
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1636442

美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）

United States 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

预计2025年美国电动车电池隔膜市场规模为7,336万美元，预计2030年将达1.8299亿美元，预测期内（2025-2030年）复合年增长率为20.06%。

美国电动车电池分离器-市场-IMG1

主要亮点

  • 从中期来看，电动车的广泛使用和锂离子电池价格的下降预计将推动美国电动车电池隔膜市场的发展。
  • 另一方面，电池材料供应链缺口，如原材料短缺和分销瓶颈，预计将抑制美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。

美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。
  • 最初，锂离子电池主要应用于家用电子电器领域。然而，随着时间的推移，电动车（EV）製造商在电动车（尤其是插电式混合动力电动车（PHEV））销量增加的推动下成为主要消费者。这些电池具有能量密度高、循环寿命相对较长和效率高等优点。
  • 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%。美国占这项需求的近100GWh。随着电动车锂离子电池用途的扩大，对隔膜的需求不断增加。
  • 此外，随着锂离子电池价格的下降，其在电动车中的应用不断增加，对电池隔离膜的需求也随之增加。 2023年，锂离子电池组价格将与前一年同期比较%，达到139美元/kWh。
  • 2023 年 7 月，佛罗里达州劳德代尔堡的 Nuvola Technologies Inc. 推出了直接沉淀聚合物分离器技术。这项创新针对的是锂离子电池的主要起火风险。这项专利技术是传统薄膜分离器更好、更安全、更有效率的替代品。
  • 2023年2月，美国着名锂离子电池隔膜公司ENTEK与布鲁克纳集团加强伙伴关係，签署了18条电池隔板生产线协议。为了满足美国对电动车和能源储存不断增长的需求，ENTEK在领先目标为每年14亿平方公尺的计划基础上宣布大幅扩大产能。
  • 根据彭博新能源财经报道，自2016年以来，美国锂离子电池产能激增，2023年将成长近两倍。产能将从2022年的89GWh增加到2023年的114GWh，证实了美国电动车电池隔膜市场的稳健成长。
  • 随着锂离子电池隔膜产能的扩大和电动车技术的进步，锂离子产业预计将主导美国电动车电池隔离膜市场。

电动车的普及正在推动电动车电池隔膜市场

  • 近年来，美国电动车（EV）电池市场经历了显着的快速成长。这种势头得益于多种因素，包括政府奖励、更严格的排放法规、消费者环保意识的提高、国内外公司建立的众多电动汽车电池製造厂以及电动汽车充电基础设施的进步。这些因素共同增强了美国电动车电池隔膜市场。
  • 政府正在透过一系列政策和奖励促进电动车的采用。这包括税额扣抵、补贴、回扣以及对充电基础设施的重大投资。这些措施提高了消费者对电动车的兴趣，并增加了对电池组的需求。为此，主要汽车製造商和电池製造商正在增加该地区电动车电池组的产能。
  • 国际能源总署（IEA）的资料显示，美国电池式电动车销量呈现稳定成长，从2022年的80万辆跃升至2023年的110万辆，成长37.5%，成长显着。
  • 2023年1月，特斯拉宣布对其位于内华达州的锂离子电池组装厂进行重大扩建。特斯拉斥资 36 亿美元巨额投资，旨在提高尖端电池的产量，并为 Cyber​​truck BEV 建立专门的工厂。该投资包括一座创新的 4680 锂离子电池工厂和一座专门的 Cyber​​truck 工厂。
  • 2023年11月，丰田宣布将投资80亿美元兴建位于北卡罗莱纳州的丰田电池製造工厂（TBNMA）。这使得该工厂的总投资达到139亿美元。此外，除了先前宣布的两条电池生产线外，丰田还将建立八条专门生产电动车锂离子电池的新电池生产线，以扩大产能。
  • 鑑于对新兴电动车电池工厂的投资不断增加、政府支持政策以及电动车的快速普及，美国电动车电池隔膜市场前景看好。

美国电动汽车电池隔膜产业概况

美国电动车电池隔膜市场正在变得半固体。该市场的主要企业包括（排名不分先后）Entek International、SK Innovation、旭化成、住友化学、东丽、Nuvola Technology、Celgard LLC、SEMCORP Advanced Materials Group 和 Sepion Technologies。

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
      • 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
    • Entek International,
    • SK Innovation Co. Ltd.
    • Asahi Kasei Corporation
    • Hitachi Chemical Company Ltd
    • Sumitomo Chemical Co., Ltd.
    • Toray Industries Inc
    • Nuvola Technology
    • SEMCORP Advanced Materials Group
    • Celgard LLC
    • 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步
简介目录
Product Code: 50003709

The United States Electric Vehicle Battery Separator Market size is estimated at USD 73.36 million in 2025, and is expected to reach USD 182.99 million by 2030, at a CAGR of 20.06% during the forecast period (2025-2030).

United States 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 United States Electric Vehicle Battery Separator Market.
  • On the other hand, the supply chain gap in battery materials, such as ingredient shortages or distribution bottlenecks, is expected to restrain the United States 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.

United States Electric Vehicle Battery Separator Market Trends

Lithium-ion Battery Segment is Expected to Dominate the Market

  • A battery separator, a porous membrane, is vital in lithium-ion batteries. It prevents electrical short circuits by isolating the cathode and anode, allowing only lithium ions to pass through.
  • Initially, lithium-ion batteries primarily served the consumer electronics sector. However, over time, electric vehicle (EV) manufacturers became the leading consumers, driven by rising EV sales, especially in plug-in hybrid electric vehicles (PHEVs). These batteries offer advantages like high energy density, a relatively long cycle life, and efficiency.
  • As per the International Energy Agency, the demand for EV batteries surpassed 750 GWh in 2023, marking a 40% increase from 2022. The United States accounted for nearly 100 GWh of this demand. With the rising application of lithium-ion batteries in EVs, the demand for their separators is poised to grow in tandem.
  • Moreover, as lithium-ion battery prices decline, their adoption in electric vehicles is set to rise, subsequently boosting the demand for battery separators. In 2023, lithium-ion battery pack prices dropped by 14% from the previous year, settling at USD 139/kWh.
  • In July 2023, Fort Lauderdale, Florida's Nuvola Technologies Inc. unveiled a direct deposition polymer separator technology. This innovation targets the primary fire risk in lithium-ion batteries. The patented technology is touted as a superior, safer, and more efficient alternative to conventional film separators.
  • In February 2023, ENTEK, a prominent United States lithium-ion battery separator firm, and Bruckner Group strengthened their partnership by signing agreements for 18 battery separator film production lines. Responding to the rising demand for electric vehicles and energy storage in the United States, ENTEK announced a significant production capacity expansion, building on a prior project aiming for 1.4 billion square meters annually.
  • BloombergNEF reports that the United States lithium-ion battery manufacturing capacity surged from 2016, nearly tripling by 2023. In 2023, the capacity reached 114 GWh, up from 89 GWh in 2022, underscoring robust growth for the U.S. electric vehicle battery separator market.
  • Given the expanding capacities for lithium-ion battery separators and advancements in their technology for electric vehicles, the lithium-ion segment is poised to dominate the U.S. electric vehicle battery separator market.

Growing Adoption of Electric Vehicles Driving the EV Battery Separator Market

  • In recent years, the United States has witnessed a significant surge in its electric vehicle (EV) batteries market, primarily fueled by the growing adoption of electric vehicles. This momentum can be attributed to a confluence of factors: government incentives, stringent emission regulations, heightened environmental consciousness among consumers, the establishment of numerous EV battery manufacturing plants by both domestic and foreign entities, and advancements in EV charging infrastructure. These elements collectively bolster the United States Electric Vehicle Battery Separator Market.
  • The government is championing EV adoption through a suite of policies and incentives. These encompass tax credits, grants, rebates, and substantial investments in charging infrastructure. Such initiatives have amplified consumer interest in EVs, subsequently driving up the demand for battery packs. In response, leading automakers and battery manufacturers are ramping up their production capacities for EV battery packs within the region.
  • Data from the International Energy Agency (IEA) highlights a robust growth in battery electric vehicle sales in the U.S., with figures jumping from 800,000 vehicles in 2022 to 1,100,000 in 2023, marking a remarkable 37.5% increase.
  • In January 2023, Tesla announced a major enhancement to its Li-ion battery assembly plant in Nevada. With a substantial investment of USD 3.6 billion, Tesla aims to boost production of a cutting-edge battery cell and set up a dedicated factory for its Cybertruck BEV. This investment includes a plant for the innovative 4680 lithium-ion cells and a specialized facility for the Cybertruck.
  • In November 2023, Toyota revealed an ambitious investment of USD 8 billion in its North Carolina-based Toyota Battery Manufacturing facility (TBNMA), which is still under construction. This move elevates the plant's total investment to a staggering USD 13.9 billion. Furthermore, Toyota is expanding its production capabilities by adding eight new battery lines, complementing the two previously announced, all dedicated to producing lithium-ion batteries for electric vehicles.
  • Given the escalating investments in emerging EV battery plants, supportive government policies, and the surging adoption of electric vehicles, the trajectory for the U.S. Electric Vehicle Battery Separator Market looks promising.

United States Electric Vehicle Battery Separator Industry Overview

The United States Electric Vehicle Battery Separator Market is semi-consolidated. Some of the major players in the market (in no particular order) include Entek International, SK Innovation Co. Ltd., Asahi Kasei Corporation, Sumitomo Chemical Co., Ltd., Toray Industries Inc, Nuvola Technology, Celgard LLC, SEMCORP Advanced Materials Group, Sepion Technologies, 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 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 Entek International,
    • 6.3.2 SK Innovation Co. Ltd.
    • 6.3.3 Asahi Kasei Corporation
    • 6.3.4 Hitachi Chemical Company Ltd
    • 6.3.5 Sumitomo Chemical Co., Ltd.
    • 6.3.6 Toray Industries Inc
    • 6.3.7 Nuvola Technology
    • 6.3.8 SEMCORP Advanced Materials Group
    • 6.3.9 Celgard LLC
    • 6.3.10 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