正极材料市场规模、份额、按材料、电池类型、最终用途和地区分類的成长分析 - 产业预测，2025 年至 2032 年

2023 年全球正极材料市场规模为 278.3 亿美元，预计将从 2024 年的 317.3 亿美元成长到 2032 年的 905.0 亿美元，预测期内（2025-2032 年）的复合年增长率为 14.0%。

市场动态受到对采用先进电池技术的电动车和消费性电子产品日益增长的需求的影响。汽车产业正显着转向清洁和永续的替代燃料，将电池定位为关键的电力储存解决方案。电池由正极材料、负极材料、隔离物和电解质等关键部件组成，对能源效率至关重要。正极材料从第一代到第三代的演变凸显了持续的技术创新。随着智慧型手机和笔记型电脑等设备越来越多地采用轻巧的可充电电池，预计市场将出现强劲成长。然而，在正极材料需求激增（尤其是在电动车和可再生能源储存应用领域）的情况下，围绕电池技术日益增长的安全问题对市场扩张构成了挑战。

目录

介绍

• 调查目的
• 研究范围
• 定义

调查方法

• 资讯采购
• 二次资料和一次资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分机会分析

市场动态与展望

• 市场概览
• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特的分析

关键市场考察

• 关键成功因素
• 竞争程度
• 重大投资机会
• 市场生态系统
• 市场吸引力指数（2024年）
• PESTEL分析
• 总体经济指标
• 价值链分析
• 定价分析

阴极材料市场规模：依材料分類的复合年增长率（2025-2032）

• 市场概览
• 锂离子正极材料
  • 磷酸锂铁
  • 钴酸锂
  • 锂镍锰钴
  • 锂镍钴铝
  • 锰酸锂
• 二氧化铅正极材料
• 其他正极材料

正极材料市场规模（按电池类型和复合年增长率） (2025-2032)

• 市场概览
• 锂离子
• 铅酸电池
• 其他的

正极材料市场规模：以最终用途分類的复合年增长率（2025-2032 年）

• 市场概览
• 车
• 消费性电子产品
• 产业
• 其他的

正极材料市场规模/复合年增长率（2025-2032）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲国家
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 其他亚太地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业市场定位（2024年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市场占有率分析（2024年）
• 主要企业简介
  • 公司详情
  • 产品系列分析
  • 公司分部份额分析
  • 收益与前一年同期比较对比（2022-2024 年）

主要企业简介

• Umicore（Belgium）
• BASF SE（Germany）
• Johnson Matthey plc（United Kingdom）
• LG Chem Ltd.（South Korea）
• POSCO Chemical Co., Ltd.（South Korea）
• Mitsui Mining & Smelting Co., Ltd.（Japan）
• Sumitomo Metal Mining Co., Ltd.（Japan）
• Toda Kogyo Corp.（Japan）
• Nippon Chemical Industrial Co., Ltd.（Japan）
• Nichia Corporation（Japan）
• Hitachi Chemical Co., Ltd.（Japan）
• Kureha Corporation（Japan）
• 3M Company（United States）
• NEI Corporation（United States）
• Nano One Materials Corp.（Canada）
• Zhejiang Huayou Cobalt Co., Ltd.（China）
• Ganfeng Lithium Co., Ltd.（China）
• Tinci Materials Technology Co., Ltd.（China）
• Xiamen Tungsten Co., Ltd.（China）
• Beijing Easpring Material Technology Co., Ltd.（China）

结论和建议

Global Cathode Materials Market size was valued at USD 27.83 billion in 2023 and is poised to grow from USD 31.73 billion in 2024 to USD 90.5 billion by 2032, growing at a CAGR of 14.0% during the forecast period (2025-2032).

Market dynamics are increasingly influenced by the burgeoning demand for electric vehicles and consumer electronics that utilize advanced battery technology. The automotive sector is notably pivoting towards clean, sustainable fuel alternatives, positioning batteries as vital electricity storage solutions. Comprising key components such as cathode materials, anodes, spacers, and electrolytes, batteries are vital for energy efficiency. The evolution of cathode materials from first to third generation highlights ongoing innovation. This market is poised for robust growth, driven by heightened adoption of lightweight, rechargeable batteries across devices, including smartphones and laptops. Nevertheless, rising safety concerns surrounding battery technology pose challenges to market expansion, particularly as the demand for cathode materials surges in EVs and renewable energy storage applications.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Cathode Materials market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Cathode Materials Market Segments Analysis

Global Cathode Materials Market is segmented by Material, Battery Type, End-Use and region. Based on Material, the market is segmented into Li-Ion Cathode Materials, Lead Dioxide Cathode Materials and Other Cathode Materials. Based on Battery Type, the market is segmented into Lithium-Ion, Lead-Acid and Others. Based on End-Use, the market is segmented into Automotive, Consumer Electronics, Industrial and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Cathode Materials Market

The worldwide movement towards sustainable transportation is a significant catalyst for the growth of the global cathode materials market. Essential components such as NMC (Nickel Manganese Cobalt) and LFP (Lithium Iron Phosphate) are crucial for the production of high-capacity batteries used in electric vehicles (EVs). As we moved into 2024, major automotive players like Tesla, BYD, and Volkswagen have aggressively expanded their EV offerings, leading to a notable increase in demand for efficient and economically viable cathode materials. For instance, BYD has significantly increased its use of LFP-based batteries, solidifying LFP's leading position in the budget-friendly EV market.

Restraints in the Global Cathode Materials Market

The Global Cathode Materials market faces considerable challenges stemming from the volatility of critical minerals such as cobalt, nickel, and lithium, driven by geopolitical tensions and constrained mining capabilities. In 2024, disruptions in supply from the Democratic Republic of Congo, a key supplier of cobalt, created instability that directly affected the pricing and availability of cobalt-based cathode materials. As a reaction to these challenges, manufacturers have been compelled to consider lower-cobalt or cobalt-free alternatives. However, this shift remains a significant short-term obstacle, hindering progress in the development of reliable and cost-effective cathode materials for various applications.

Market Trends of the Global Cathode Materials Market

The Global Cathode Materials market is witnessing a significant trend towards low-cobalt and cobalt-free chemistries, propelled by rising cost concerns and sustainability priorities. In 2024, companies like CATL are pioneering advanced manganese-based cathodes specifically tailored for commercial electric vehicles (EVs), effectively diminishing reliance on costly cobalt while ensuring competitive energy density. This shift not only fosters market diversification but also aligns with Environmental, Social, and Governance (ESG) goals, making it increasingly appealing to eco-conscious consumers and investors alike. As manufacturers adapt to these trends, the landscape of cathode materials is evolving, promising a more sustainable future for electrification.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis

Global Cathode Materials Market Size by Material & CAGR (2025-2032)

• Market Overview
• Li-Ion Cathode Materials
  • Lithium Iron Phosphate
  • Lithium Cobalt Oxide
  • Lithium Nickel Manganese Cobalt
  • Lithium Nickel Cobalt Aluminum
  • Lithium Manganese Oxide
• Lead Dioxide Cathode Materials
• Other Cathode Materials

Global Cathode Materials Market Size by Battery Type & CAGR (2025-2032)

• Market Overview
• Lithium-Ion
• Lead-Acid
• Others

Global Cathode Materials Market Size by End-Use & CAGR (2025-2032)

• Market Overview
• Automotive
• Consumer Electronics
• Industrial
• Others

Global Cathode Materials Market Size & CAGR (2025-2032)

• North America (Material, Battery Type, End-Use)
  • US
  • Canada
• Europe (Material, Battery Type, End-Use)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Material, Battery Type, End-Use)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Material, Battery Type, End-Use)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Material, Battery Type, End-Use)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• Umicore (Belgium)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BASF SE (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Johnson Matthey plc (United Kingdom)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• LG Chem Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• POSCO Chemical Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mitsui Mining & Smelting Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sumitomo Metal Mining Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toda Kogyo Corp. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nippon Chemical Industrial Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nichia Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hitachi Chemical Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Kureha Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• 3M Company (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NEI Corporation (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nano One Materials Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Zhejiang Huayou Cobalt Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ganfeng Lithium Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tinci Materials Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Xiamen Tungsten Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Beijing Easpring Material Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations