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市场调查报告书
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1636445

南美洲电动车电池分离器：市场占有率分析、产业趋势与成长预测（2025-2030）

South America 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 300 Pages | 商品交期: 2-3个工作天内

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简介目录

南美洲电动车电池分离器市场规模预计到2025年为1000万美元，预计2030年将达到2000万美元，预测期内（2025-2030年）复合年增长率为9.85%。

南美洲电动车电池分离器-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的差异（例如原料短缺和分销瓶颈）预计将抑制未来的市场成长。
  • 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。
  • 预计巴西市场在预测期内将出现显着成长，大部分需求来自圣保罗、里约热内卢和萨尔瓦多等城市。

南美洲电动汽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。将正极和负极分开并仅允许锂离子通过可防止电气短路。锂离子电池由于具有能量密度高、循环寿命相对较长、效率高等优点，已成为电动车的主流。
  • 近年来，南美洲已成为全球60%以上锂蕴藏量的枢纽。这导致各国和跨国公司投资在电子设备、行动装置和电动车电池中使用锂。
  • 根据美国地质调查局的资料，智利、阿根廷和玻利维亚的锂储量合计约占全球锂蕴藏量的58%。巴西、智利和阿根廷等国家正在迅速增加可再生能源的采用，特别是太阳能。这种再生能源来源需要以锂离子电池为中心的能源储存系统，其中隔膜发挥关键作用。
  • 2023年，阿根廷锂产量创历史新高，达9,600吨，与前一年同期比较增加46%。作为全球领先的锂生产国，阿根廷走在前面。该地区的电动车（EV）正在经历成长机会，并且存在扩大锂离子电池和隔膜生产的重大机会。
  • 此外，随着锂离子电池价格的下降，其在电动车中的采用增加，从而增加了对锂离子电池隔离膜的需求。 2023年，锂离子电池组价格将比前一年下降14%，达到139美元/kWh。
  • 随着研究和开发的重点是为电动车开发更稳定、更有效率的电池隔膜，对锂离子电池隔膜的需求正在上升。
  • 鑑于这些动态，锂离子电池领域预计将在未来几年引领南美洲电动车电池隔膜市场。

巴西可望主导市场

  • 巴西是南美洲最大的经济体之一，位居世界第13名。从历史上看，巴西严重依赖石油和水力发电来满足其能源需求，但这种依赖近年来有所发展。
  • 近期，巴西政府免除了混合动力汽车和电动车对国产或进口工业产品征收的IPI（Imposto Sobre Produtos Industrializados）税。这项措施有望重振电动车市场，并增加对锂离子电池（LIB）关键组件隔膜的需求。
  • 由巴西政府主导的Rota 2030计画旨在提高交通部门的能源效率，并进一步刺激该国的电动车市场。在预测期内，由于製造业对锂离子电池的需求不断增加，电动车的采用迅速增加，巴西锂离子电池市场预计将显着增强。
  • 此外，2023 年巴西电动和混合动力汽车销量大幅成长。巴西销量突破94,000辆，与前一年同期比较成长惊人的88.7%。自2006年以来，巴西的销量已达到222,608辆。这一趋势预计将推动电动车电池隔膜的需求并推动进一步成长。
  • 2024 年 4 月，Sigma Lithium 最终决定将其标誌性「五元零绿锂」的产量提高一倍，从而成为头条新闻。产量将从目前的27万吨/年跃升至惊人的52万吨/年。本月，该公司开始现场建设活动，调动设备和约 200 名工人，专注于土木工程、地基工程和基础设施安装。 Sigma Lithium 计划在 2024年终将其二期工业运作，并于 2025 年第一季开始生产。
  • 透过这些发展，巴西有望引领南美洲电动车电池隔膜市场。

南美洲电动汽车电池隔膜产业概况

电动车电池隔膜市场正在变得半固体。市场的主要企业包括（排名不分先后）Entek Manufacturing LLC、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

第二章调查方法

第三章执行摘要

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

  • 电池类型
    • 锂离子电池
    • 铅酸电池
    • 其他的
  • 材料
    • 聚丙烯
    • 聚乙烯
    • 其他的
  • 地区
    • 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
    • Entek Manufacturing LLC
    • 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
  • 市场排名/份额（%）分析

第七章 市场机会及未来趋势

  • 活性化其他电池化学研究和开发
简介目录
Product Code: 50003712

The South America Electric Vehicle Battery Separator Market size is estimated at USD 0.01 million in 2025, and is expected to reach USD 0.02 million by 2030, at a CAGR of 9.85% during the forecast period (2025-2030).

South America 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.
  • Brazil is expected to have significant growth in the market during the forecast period, with most of the demand coming from cities like Sao Paulo, Rio de Janeiro and Salvador.

South America 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. Due to advantages like high energy density, a relatively long cycle life, and efficiency, lithium-ion batteries have become the predominant choice for electric vehicles.
  • In recent years, South America has emerged as a hub, boasting over 60% of the world's lithium reserves. This has attracted investments from various countries and multinational corporations, all keen on harnessing lithium for batteries in electronics, mobile devices, and electric vehicles.
  • Data from the United States Geological Survey highlights that Chile, Argentina, and Bolivia together hold about 58% of global lithium reserves. Countries like Brazil, Chile, and Argentina have seen a surge in renewable energy installations, particularly solar. These renewable sources necessitate energy storage systems, prominently featuring lithium-ion batteries, where separators play a crucial role.
  • In 2023, lithium production in Argentina hit a record 9,600 metric tons, marking a 46% increase from the previous year. As a leading global lithium producer, Argentina stands at the forefront. With the region's electric vehicles (EVs) poised for growth, there's a significant opportunity to ramp up lithium-ion battery and separator production.
  • Moreover, as lithium-ion battery prices decline, their adoption in electric vehicles is set to rise, subsequently amplifying the demand for lithium-ion battery separators. In 2023, lithium-ion battery pack prices dropped 14% from the prior year, settling at USD139/kWh.
  • With ongoing research and development focused on creating more stable and efficient battery separators for electric vehicles, the demand for lithium-ion battery separators is on an upward trajectory.
  • Given these dynamics, the lithium-ion battery segment is poised to lead the South American Electric Vehicle Battery Separator Market in the coming years.

Brazil is expected to Dominate the Market

  • Brazil stands as one of South America's largest economies and ranks as the 13th-largest globally. Historically, the nation leaned heavily on oil and hydroelectricity for its energy needs, but this reliance has evolved in recent years.
  • Recently, the Brazilian government exempted hybrid and electric vehicles from the Imposto Sobre Produtos Industrializados (IPI) tax, a levy on domestically produced or imported industrial products. This initiative is poised to invigorate the EV market, subsequently boosting demand for separators, a crucial component of lithium-ion batteries (LIB).
  • The Rota 2030 program, spearheaded by the Brazilian government, seeks to enhance energy efficiency in the transportation sector, further energizing the nation's electric vehicle market. As electric vehicle adoption surges, it's set to significantly bolster Brazil's LIB market, given the rising need for LIBs in manufacturing during the forecast period.
  • Moreover, 2023 witnessed a remarkable surge in electric and hybrid vehicle sales in Brazil. The nation recorded sales of over 94,000 units, marking an impressive 88.7 percent increase from the previous year. Cumulatively, since 2006, Brazil has seen sales touch 222,608 units. This trend is anticipated to drive demand for electric vehicle battery separators, fueling further growth.
  • In April 2024, Sigma Lithium made headlines by finalizing its decision to double the production of its distinctive Quintuple Zero Green Lithium. The production will leap from the current 270,000 tons per year to a staggering 520,000 tons per year. The company has commenced on-site construction activities this month, focusing on earth civil works, foundation, and infrastructure installation, with mobilization of equipment and around 200 workers. Sigma Lithium aims to have its Phase 2 Industrial Plant operational by the end of 2024, with the inaugural production slated for the first quarter of 2025.
  • Given these developments, Brazil is poised to lead the Electric Vehicle Battery Separator Market in South America.

South America Electric Vehicle Battery Separator Industry Overview

The electric vehicle battery separator market is semi-consolidated. Some of the major players in the market (in no particular order) include Entek Manufacturing LLC, 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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

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 Battery Type
    • 5.1.1 Lithium-Ion Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Other type of Batteries
  • 5.2 Material
    • 5.2.1 Polypropylene
    • 5.2.2 Polyethylene
    • 5.2.3 Other Material Types
  • 5.3 Geography
    • 5.3.1 Brazil
    • 5.3.2 Argentina
    • 5.3.3 Colombia
    • 5.3.4 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 Entek Manufacturing LLC
    • 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 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 The Increasing Research and Development of Other Battery Chemistries