市场调查报告书
商品编码
1489459
2030 年磷酸锂铁锂电池市场预测:按设计、电压、容量、应用、最终用户和地区进行的全球分析Lithium Iron Phosphate Batteries Market Forecasts to 2030 - Global Analysis By Design, Voltage (Low Voltage, Medium Voltage and High Voltage), Capacity, Application, End User and By Geography |
根据Stratistics MRC预测,2023年全球磷酸锂铁(LFP)电池市场规模将达149亿美元,预计2030年将达到467亿美元,预测期内复合年增长率为17.7%。
磷酸锂铁(LiFePO4)电池是可充电锂离子电池,以其高能量密度、长循环寿命和安全性而闻名。透过使用磷酸铁作为正极材料,我们实现了性能稳定、热失控风险降低、环境友善。电池用于电动车、便携式电子设备以及各种其他工业和商业应用。
根据国际能源总署(IEA)的报告,2020年全球电动车(EV)持有量将达到1,000万辆,其中纯电动车(BEV)占新註册电动车的67%。
能源储存需求增加
可再生能源、网格储存和电动车等各行业对能源储存解决方案的需求不断增加,是锂离子磷酸盐电池市场的主要驱动因素。磷酸锂铁锂电池安全性高、循环寿命长且具有成本效益,使其成为能源储存应用的有吸引力的选择。再生能源来源的日益普及以及对可靠储存解决方案的需求进一步增加了对磷酸锂铁锂电池的需求。
能量密度降低
磷酸锂铁锂电池市场的主要限制因素之一是与 NMC 和 NCA 等其他锂离子电池化学材料相比,其能量密度较低。这种限制可能会减少电动车的续航里程并增加能源储存应用的电池尺寸。低能量密度可能会阻碍磷酸铁锂电池在某些高能量密度很重要的应用中的采用。
不断成长的电动车市场
快速成长的电动车市场对于磷酸锂铁锂电池市场来说是巨大的机会。与其他锂离子电池相比,磷酸铁锂电池具有更高的安全性、更长的循环寿命和更低的成本,因此越来越多地被电动车製造商采用。在政府激励措施、环境问题和电池价格下降的背景下,电动车需求的增加预计将推动磷酸铁锂电池市场的成长。
地缘政治不稳定
地缘政治不稳定和贸易紧张可能对磷酸锂铁铁电池市场构成威胁。磷酸铁锂电池供应链严重依赖来自特定地区的原料,例如来自南美洲和澳洲的锂以及来自中国的磷酸盐。地缘政治紧张局势、贸易争端和供应链中断可能导致价格波动,影响原材料的供应并影响磷酸锂电池的生产和成本。
COVID-19的疫情对磷酸锂铁锂电池市场既有正面的影响,也有负面的影响。疫情扰乱了供应链,导致原材料供应和生产延迟。然而,由于上门作业期间需要可靠的电力备份以及向远端工作的转变,对能源储存方案的需求增加,对市场产生了积极影响。
预计汽车产业将在预测期内成为最大的产业。
预计在预测期内,汽车产业将主导磷酸锂铁锂电池市场。电动车的日益普及,特别是在政府政策和奖励支持的国家,正在推动汽车产业对磷酸铁锂电池的需求。 LFP电池为电动车提供了一种经济高效且安全的解决方案,使其成为电动车製造商的一个有吸引力的选择,这进一步支持了该领域的成长。
超高容量(100,001 mAh 以上)细分市场预计在预测期内复合年增长率最高。
超高容量细分市场,包括容量为100,001mAh及以上的磷酸锂铁电池,预计在预测期内将出现良好的成长。高容量电池可实现更长的电动车续航里程和更有效率的能源储存解决方案。这种成长正在推动更长的驾驶时间,特别是在延长电池寿命和能量储备对于最佳性能和可靠性至关重要的应用中,例如电动车、电网规模能源储存和大型工业备用电源系统。着时间的推移和高能源储存容量的电池需求不断增加。
预计亚太地区将占据磷酸锂铁锂电池市场的最大份额。中国、日本和韩国等国家在电子和汽车产业拥有强大的影响力,推动了对磷酸锂铁锂电池的需求。特别是,由于政府的支持政策和快速成长的电动车市场,中国处于磷酸铁锂电池生产和采用的前沿。该地区人口众多、能源储存需求不断增加以及对可再生能源的关注进一步加强了其在市场上的主导地位。
预测期内,磷酸锂铁锂电池市场的复合年增长率预计将是欧洲地区最高的。这一成长的推动因素是该地区电动车的普及和可再生能源的整合程度的提高。欧洲国家製定了雄心勃勃的目标,以减少碳排放并促进永续交通,这推动了对磷酸锂铁锂电池的需求。此外,主要汽车製造商的存在加上政府的支持政策预计将推动欧洲磷酸铁锂电池市场的成长。
According to Stratistics MRC, the Global Lithium Iron Phosphate (LFP) Batteries Market is accounted for $14.9 billion in 2023 and is expected to reach $46.7 billion by 2030 growing at a CAGR of 17.7% during the forecast period. Lithium Iron Phosphate (LiFePO4) batteries are rechargeable lithium-ion batteries known for their high energy density, long cycle life, and enhanced safety features. Utilizing iron phosphate as the cathode material, these batteries offer stable performance, reduced risk of thermal runaway, and environmental friendliness. Batteries are used in electric vehicles, portable electronics, and various other industrial and commercial industries.
According to a report by the International Energy Agency (IEA), the global electric vehicle (EV) stock reached 10 million in 2020, with battery electric vehicles (BEVs) accounting for 67% of new EV registrations.
Increasing energy storage demand
The growing demand for energy storage solutions across various industries, such as renewable energy, grid storage, and electric vehicles, is a key driver for the lithium-ion phosphate battery market. Lithium-iron phosphate batteries offer high safety, long cycle life, and cost-effectiveness, making them an attractive choice for energy storage applications. The increasing adoption of renewable energy sources and the need for reliable storage solutions further fuel the demand for lithium-iron phosphate batteries.
Lower energy density
One of the main restraints for the lithium iron phosphate batteries market is their lower energy density compared to other lithium-ion battery chemistries, such as NMC and NCA. This limitation can result in reduced driving range for electric vehicles and larger battery sizes for energy storage applications. The lower energy density may hinder the adoption of LFP batteries in certain applications where high energy density is crucial.
Growing electric vehicle market
The rapidly growing electric vehicle market presents a significant opportunity for the lithium iron phosphate batteries market. LFP batteries are increasingly being adopted by EV manufacturers due to their safety, long cycle life, and lower cost compared to other lithium-ion chemistries. The increasing demand for electric vehicles, driven by government incentives, environmental concerns, and falling battery prices, is expected to drive the growth of the LFP battery market.
Geopolitical instability
Geopolitical instability and trade tensions can pose a threat to the lithium iron phosphate batteries market. The supply chain for LFP batteries heavily relies on raw materials sourced from specific regions, such as lithium from South America and Australia, and phosphate from China. Geopolitical tensions, trade disputes, or supply chain disruptions can lead to price volatility and affect the availability of raw materials, potentially impacting the production and cost of LFP batteries.
The COVID-19 pandemic has had both positive and negative impacts on the lithium iron phosphate batteries market. The pandemic disrupted supply chains, causing delays in raw material availability and production. However, the increased demand for energy storage solutions, driven by the need for reliable power backup during lockdowns and the shift towards remote work, has positively influenced the market.
The automotive segment is expected to be the largest during the forecast period
The automotive segment is expected to dominate the lithium iron phosphate batteries market during the forecast period. The increasing adoption of electric vehicles, particularly in countries with supportive government policies and incentives, is driving the demand for LFP batteries in the automotive sector. LFP batteries offer a cost-effective and safe solution for electric vehicles, making them an attractive choice for EV manufacturers, which further fuels segment growth.
The very high capacity (Above 100,001 mAh) segment is expected to have the highest CAGR during the forecast period
The very high capacity segment, encompassing lithium iron phosphate batteries with capacities above 100,001 mAh, is projected to experience lucrative growth during the forecast period. Higher capacity batteries enable longer driving ranges for EVs and more efficient energy storage solutions. This growth can be attributed to increasing demand for batteries with longer runtime and higher energy storage capabilities, particularly in applications such as electric vehicles, grid-scale energy storage, and large-scale industrial backup power systems, where battery life and greater energy reserves extended are critical for optimal performance and reliability.
The Asia Pacific region is expected to hold the largest share of the lithium iron phosphate batteries market. Countries like China, Japan, and South Korea have a strong presence in the electronics and automotive industries, driving the demand for LFP batteries. China, in particular, has been at the forefront of LFP battery production and adoption, with supportive government policies and a rapidly growing electric vehicle market. The region's large population, increasing energy storage requirements, and focus on renewable energy further contribute to its dominant position in the market.
The Europe region is expected to experience the highest CAGR in the lithium iron phosphate batteries market during the forecast period. The growth can be attributed to the increasing adoption of electric vehicles and the push towards renewable energy integration in the region. European countries have set ambitious targets for reducing carbon emissions and promoting sustainable transportation, which is driving the demand for LFP batteries. Additionally, the presence of major automotive manufacturers coupled with supportive government policies, is expected to fuel the growth of the LFP battery market in Europe.
Key players in the market
Some of the key players in Lithium Iron Phosphate (LFP) Batteries Market include A123 Systems LLC, BYD Company Ltd., Contemporary Amperex Technology Co. Limited (CATL), East Penn Manufacturing Company, Inc., EnerSys, EVE Energy Co., Ltd., GS Yuasa Corporation, Hitachi Chemical Co., Ltd., Johnson Controls International plc, Kokam Co. Ltd., LG Chem Ltd., Panasonic Corporation, Saft Groupe S.A., Samsung SDI Co. Ltd., Shenzhen BAK Battery Co., Ltd., Tesla, Inc., Tianjin Lishen Battery Joint-Stock Co., Ltd., Toshiba Corporation, Valence Technology, Inc. and Winston Battery Limited.
In April 2024, CATL launched the battery pack with Yutung Bus Co to power commercial vehicles like buses and different classes of trucks. According to the company, the new long-lasting EV battery has zero degradation through the first 1,000 cycles. The new EV battery pack, made with CATL, has a 932,000 mile (1.5 million km), 15-year warranty.
In January 2024, Tesla (TSLA.O), opens new tab is expanding its battery facility in Sparks, Nevada to bring the supply chain for cheaper lithium iron phosphate batteries (LFP) to the United States, Bloomberg News reported on Wednesday.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.