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市场调查报告书
商品编码
1685823

稀土元素：市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

Rare Earth Elements - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3个工作天内

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简介目录

稀土元素市场规模预计在 2025 年为 182.36 千吨，预计在 2030 年达到 223.91 千吨，预测期内（2025-2030 年）的复合年增长率为 4.19%。

稀土元素-市场-IMG1

由于长期封锁导致全球需求放缓，新冠肺炎疫情对稀土元素的需求产生了负面影响。不过，随着全球经济復苏、工业活动恢復，2021年情况逐渐改善。

主要亮点

  • 市场的成长是由新兴国家的高需求和对稀土元素对「绿色技术」的依赖所推动的。
  • 另一方面，稀土元素供应不稳定可能成为市场成长的障碍。
  • 预测期内，钪在航太应用中的使用日益增多可能为市场提供机会。
  • 由于稀土元素产量增加以及家电等行业的需求上升，亚太地区在全球市场占据主导地位。

稀土元素市场趋势

磁铁需求不断增加

  • 磁铁是稀土元素的最大用途之一。磁铁广泛应用于各行业，包括电子、汽车、发电和医疗。
  • 磁铁用于电脑硬碟、微波功率管、防锁死煞车系统、汽车零件、磁碟马达驱动马达、无摩擦轴承、发电、磁冷冻、麦克风和扬声器、通讯系统、核磁共振成像等。
  • 汽车、电子和医疗保健等发展中产业正在经历创新和发展，从而推动对磁铁的需求。
  • 到2021年，大约85%的汽车製造商将使用含钕永磁马达，一些预测显示，到2022年汽车对稀土元素的需求将增加25%。
  • 电动车和风力发电机中使用的磁铁是钕、镨和镝，而钐和钴是可能进一步推动市场发展的潜在替代品。
  • 此外，磁铁也用于核磁共振造影系统、心律调节器、睡眠呼吸中止症机器和胰岛素帮浦等医疗设备。医疗保健产业在亚太地区、中东和非洲的投资非常大。
  • 因此，预计所有这些趋势都将推动对磁铁的需求，从而进一步增加未来几年对稀土元素的需求。

亚太地区可望主导市场

  • 亚太地区占据全球市场占有率的主导地位。由于医疗保健行业的投资增加以及陶瓷的需求和产量不断增长，预计该地区的稀土元素消费量将显着增加。
  • 全球大部分高价值稀土元素的供应都来自中国，这使得全球稀土元素市场供应对中国製造业的变化非常敏感。根据美国地质调查局的资料，2021年全球78%的稀土元素产量来自中国。
  • 根据OICA统计，2021年中国和印度的汽车产量分别为2608万辆和439万辆。结果，中国汽车产量与前一年同期比较%，印度汽车产量年增30%。
  • 亚太地区是全球电子产品製造中心，新冠疫情揭露了中国供应链问题，吸引了印度、越南和日本等国多家公司的投资。
  • 稀土元素对印度经济的总贡献接近2000亿美元。印度的稀土元素蕴藏量位居世界第五，大约是澳洲的两倍。然而，中国偶尔需要的大多数稀土元素成品都是从地缘政治竞争对手中国进口的。
  • 日本希望增加稀土元素矿储备。它也有望帮助国内企业入股海外矿山，将原料加工成下一代汽车和通讯设备等最尖端科技所需的宝贵矿物。根据联合国商品贸易统计资料的数据，日本在10年内将从中国的稀土元素进口量从90%以上减少到58%。我们的目标是到 2025 年将这一比例降至 50% 以下。
  • 此外，亚太地区的陶瓷需求量和产量最高。航太和国防、能源、医疗保健和消费品等产业对陶瓷的需求不断增长，推动了该地区的陶瓷生产。
  • 因此，这样的市场趋势将对未来几年的稀土元素市场产生重大影响。

稀土元素产业概况

稀土元素市场较为分散，大量参与者持有的股份不足以单独影响市场动态。市场上的一些知名参与者包括莱纳斯稀土有限公司、五矿建设有限公司、中国铝业有限公司、Iluka Resources Limited 和 Rare Element Resources Limited（排名不分先后）。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章 简介

  • 调查前提条件
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 市场动态

  • 驱动程式
    • 新兴经济体需求旺盛
    • 绿色科技对稀土元素的依赖
  • 限制因素
    • 稀土元素稳定供应
  • 产业价值链分析
  • 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
    • 替代品的威胁
    • 竞争程度

第五章 市场区隔

  • 元素
    • 铈
      • 氧化物
      • 硫化物
      • 其他元素
    • 钕
      • 合金
    • 镧
      • 合金
      • 氧化物
      • 其他元素
    • 鎝
    • 铽
    • 钇
    • 钪
    • 其他元素
  • 应用
    • 催化剂
    • 陶瓷
    • 磷光体
    • 玻璃和抛光
    • 冶金
    • 磁铁
    • 其他用途
  • 地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 其他欧洲国家
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 南非
      • 其他中东和非洲地区

第六章 竞争格局

  • 併购、合资、合作、协议
  • 市场排名分析
  • 主要企业策略
  • 公司简介
    • Aluminum Corporation of China Ltd
    • ARAFURA RESOURCES
    • Avalon Advanced Materials Inc.
    • Minmetals Land Limited
    • China Nonferrous Metal Industry's Foreign Engineering and Construction Co. Ltd
    • Eutectix
    • Iluka Resources Limited
    • Lynas Rare Earths Ltd
    • MEDALLION RESOURCES LTD
    • NORTHERN MINERALS
    • Peak Resources
    • Rare Element Resources Ltd
    • Rio Tinto
    • Shin-Etsu Chemical Co. Ltd
    • Ucore Rare Metals Inc.
    • Xiamen Tungsten Co. Ltd

第七章 市场机会与未来趋势

  • 钪在航太航太领域的应用日益广泛
简介目录
Product Code: 48094

The Rare Earth Elements Market size is estimated at 182.36 kilotons in 2025, and is expected to reach 223.91 kilotons by 2030, at a CAGR of 4.19% during the forecast period (2025-2030).

Rare Earth Elements - Market - IMG1

COVID-19 negatively impacted the demand for rare earth elements as the global demand witnessed a slowdown following stringent containment restrictions for a long time. However, the situation gradually improved in 2021 with the global economy's revival and industrial activities' resumption.

Key Highlights

  • The factors driving the market's growth are the high demand from emerging economies and dependency on "Green Technology" on rare Earth elements.
  • On the flip side, an inconsistent supply of rare earth elements may act as a barrier to the market's growth.
  • The increasing scandium usage in aerospace applications will likely provide opportunities for the market during the forecast period.
  • Asia-Pacific dominated the global market, owing to the increasing production of rare Earth metals and rising demand from industries such as consumer electronics.

Rare Earth Elements Market Trends

Increasing Demand for Magnets

  • Magnets stand to be one of the largest applications for rare earth elements. Magnets find extensive applications in various industries, such as electronics, automotive, power generation, and medical.
  • Magnets are used in computer hard drives, microwave power tubes, anti-lock brakes, automotive parts, disk drive motors, frictionless bearings, power generation, magnetic refrigeration, microphones and speakers, communication systems, and MRI.
  • Industries such as automotive, electronics, and healthcare have witnessed innovation and development, driving the demand for magnets.
  • In 2021, approximately 85% of automakers were using neodymium-incorporated permanent magnet motors, and there are projections that the automotive demand for rare earth will rise by 25% in 2022.
  • Magnets used for EVs and wind turbines are neodymium, praseodymium, and dysprosium, with samarium and cobalt as potential substitutes, which may further drive the market in the future.
  • Additionally, magnets are used in medical equipment, such as MRI machines, pacemakers, sleep apnea machines, and insulin pumps. The healthcare industry has seen considerable investments in Asia-Pacific, the Middle East, and Africa.
  • Hence, all such trends are expected to drive the demand for magnets, which is further projected to increase the demand for rare earth elements in the coming years.

The Asia-Pacific Region is Expected to Dominate the Market

  • The Asia-Pacific region dominated the global market share. With increasing investments in the healthcare industry and the rising ceramic demand and production, the consumption of rare earth elements is projected to increase noticeably in the region.
  • Most of the world's supply of these high-value rare earth elements originates from China, making the global rare earth elements market supply sensitive to changes in China's manufacturing sector. In 2021, 78% of the worldwide production of rare earth elements came from China, as per data from the US Geological Survey.
  • According to OICA, the total number of motor vehicles produced in 2021 in China and India was 26.08 million and 4.39 million units, respectively. Thus, motor vehicle production in China grew by 3% and 30% in India compared to the previous year.
  • Asia Pacific has been the electronics production base of the world, with investments coming in from several companies establishing their presence in countries like India, Vietnam, and Japan, as the COVID-19 pandemic exposed the supply chain problems with China.
  • Rare earth elements contribute a total value of nearly USD 200 billion to the Indian economy. India has the world's fifth-largest reserves of rare earth elements, roughly twice as much as Australia. Still, it imports most of its occasional Earth needs in finished form from its geopolitical rival, China.
  • Japan is looking forward to increasing its stockpiles of rare earth minerals. Furthermore, the country is expected to help domestic companies to obtain stakes in overseas mines and to process raw materials into the valuable minerals required for next-generation vehicles, communications equipment, and other cutting-edge technologies. According to UN Comtrade data, Japan slashed rare earth supplies from China from over 90% of imports to 58% within a decade. It aims to bring that below 50% by 2025.
  • Furthermore, the demand and production of ceramics are the highest in Asia-Pacific. The increasing ceramic demand from industries such as aerospace and defense, energy, healthcare, and consumer goods is driving the production of ceramics in the region.
  • Hence, such market trends will significantly impact the rare Earth elements market in the coming years.

Rare Earth Elements Industry Overview

The rare Earth elements market is fragmented, with numerous players holding insignificant shares to affect the market dynamics individually. Some prominent players in the market include (not in any particular order) Lynas Rare Earths Ltd, Minmetals Land Limited, Aluminum Corporation of China Ltd, Iluka Resources Limited, and Rare Element Resources Limited, among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 High Demand from Emerging Economies
    • 4.1.2 Dependency of 'Green Technology' on Rare Earth Elements
  • 4.2 Restraints
    • 4.2.1 Inconsistent Supply of Rare Earth Elements
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 Element
    • 5.1.1 Cerium
      • 5.1.1.1 Oxide
      • 5.1.1.2 Sulfide
      • 5.1.1.3 Other Elements
    • 5.1.2 Neodymium
      • 5.1.2.1 Alloy
    • 5.1.3 Lanthanum
      • 5.1.3.1 Alloy
      • 5.1.3.2 Oxide
      • 5.1.3.3 Other Elements
    • 5.1.4 Dysprosium
    • 5.1.5 Terbium
    • 5.1.6 Yttrium
    • 5.1.7 Scandium
    • 5.1.8 Other Elements
  • 5.2 Application
    • 5.2.1 Catalysts
    • 5.2.2 Ceramics
    • 5.2.3 Phosphors
    • 5.2.4 Glass and Polishing
    • 5.2.5 Metallurgy
    • 5.2.6 Magnets
    • 5.2.7 Other Applications
  • 5.3 Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 United Kingdom
      • 5.3.3.3 France
      • 5.3.3.4 Italy
      • 5.3.3.5 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Aluminum Corporation of China Ltd
    • 6.4.2 ARAFURA RESOURCES
    • 6.4.3 Avalon Advanced Materials Inc.
    • 6.4.4 Minmetals Land Limited
    • 6.4.5 China Nonferrous Metal Industry's Foreign Engineering and Construction Co. Ltd
    • 6.4.6 Eutectix
    • 6.4.7 Iluka Resources Limited
    • 6.4.8 Lynas Rare Earths Ltd
    • 6.4.9 MEDALLION RESOURCES LTD
    • 6.4.10 NORTHERN MINERALS
    • 6.4.11 Peak Resources
    • 6.4.12 Rare Element Resources Ltd
    • 6.4.13 Rio Tinto
    • 6.4.14 Shin-Etsu Chemical Co. Ltd
    • 6.4.15 Ucore Rare Metals Inc.
    • 6.4.16 Xiamen Tungsten Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Increasing Scandium Usage in Aerospace Applications