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磷酸锂铁(LiFePO4) 电池市场预测至 2030 年:按类型、输出容量、组件、电压、最终用户和地区进行的全球分析Lithium-Iron Phosphate Battery Market Forecasts to 2030 - Global Analysis By Type, Power Capacity, Component, Voltage, End User and by Geography |
据Stratistics MRC称,2024年全球磷酸锂铁(LiFePO4)电池市场规模为92.8亿美元,预计到2030年将达到188.2亿美元,预测期内复合年增长率为12.5%。
磷酸锂铁(LiFePO4) 电池,也称为 LFP 电池,代表了电池技术的重大进步,这主要归功于其独特的成分和安全特性。这些电池比传统锂离子电池具有许多优点,因为它们使用磷酸锂铁作为正极材料。此外,延长的循环寿命(根据使用情况可超过 10,000 次循环)是其最显着的优点之一,使其成为需要可靠性和长寿命的应用的理想选择。
根据发表在《Nature Energy》杂誌上的研究显示,LFP刀片电池在Pack等级可达到286-333Wh/L的能量密度,高于传统的NMC622 Pack(186-249Wh/L)。
专注可再生能源併网
随着向太阳能和风能等可再生能源的过渡,需要有效的能源储存解决方案来减少供需波动。 LiFePO4 电池非常适合这种情况,因为它们能够储存高产量期间产生的多余能量,并在需求增加时释放它。这些属性提高了电网的稳定性和可靠性,使其成为现代能源系统的重要组成部分。此外,随着各国努力实现可再生能源目标,电网规模储能应用对磷酸铁锂电池的需求只会增加。
供应链问题和原料供应
LiFePO4电池的主要挑战是铁、磷酸盐和锂等原料的稳定性和可得性。这些原材料的可用性和成本的变化会对製造成本以及 LiFePO4 电池的价格产生重大影响。此外,贸易政策、采矿限制和地缘政治紧张局势可能会进一步加剧供应链的脆弱性。锂矿开采集中在澳洲和南美洲等特定地区,因此供应受当地法律和市场条件的影响。
电动车 (EV) 市场的扩大
由于电动车的日益普及,磷酸铁锂电池市场潜力巨大。随着世界各国政府收紧排放法规并为购买电动车提供财政奖励,对可靠、高效电池技术的需求不断增加。寻求提高车辆安全性和性能的汽车製造商特别关注磷酸铁锂电池,这种电池以其长循环寿命和热稳定性而闻名。此外,这一趋势预计将导致对 LiFePO4 电池生产、研究和基础设施开拓的大量投资,从而推动市场走强。
回收和处置挑战
随着磷酸铁锂电池使用量的增加,有效的回收和处置技术至关重要。仍在发展的锂离子电池回收基础设施严重阻碍了从废弃电池中安全回收有价值的材料。处置不当可能会释放有害化合物,对人类健康和环境构成威胁。由于缺乏大规模回收工作和严格监管,磷酸铁锂电池市场脆弱。此外,如果这些环境问题无法解决,大众对锂基技术的看法可能会发生负面变化。
由于 COVID-19 大流行,磷酸锂铁(LiFePO4) 电池市场正在遭受严重破坏,包括供应链问题、需求减少和成本上升。旅行禁令和封锁正在影响劳动力、原料和製成品的流动。受此影响,2020年中国电池产能将下降25-30GWh。此外,由于景气衰退,消费性电子产品、可再生能源和电动车的需求下降。疫情导致製造商推出新产品变得困难,业务发展倡议也被延后。
预计100,001-540,000mAh细分市场在预测期内将是最大的
由于工业机械、可再生能源储存系统和电动车 (EV) 等应用对高容量电池的需求不断增长,100,001 至 540,000 mAh 细分市场占据最大份额,并且是该市场的主要驱动力。在此容量范围内的磷酸铁锂电池可长时间提供稳定的电力,使其成为安全和性能至关重要的大规模应用的理想选择。此外,其长循环寿命和高热稳定性使其适合在能源密集型环境中使用,这使它们具有强大的市场优势。
电解液领域预计在预测期内复合年增长率最高
预计复合年增长率最高的细分市场是电解质,电解质配方的改进可提高电池性能、安全性和效率,这是推动这一成长的关键因素。由于生产商专注于提高能量密度和充电速度,因此开发新的电解质至关重要。此外,这些发展不仅提高了电池的整体性能,还解决了热稳定性和寿命等重要问题,这对于电动车和可再生能源储存应用至关重要。
磷酸锂铁(LiFePO4)电池市场由亚太地区主导。这项优势很大程度上得益于该地区汽车工业的蓬勃发展,特别是中国、日本和印度等国家大力推动电动车(EV)的引进。这些国家不断壮大的中产阶级和不断增长的可支配收入正在推动磷酸铁锂电池供电的电子产品的销售,进而推动家用电子电器的需求。此外,由于旨在减少碳排放和促进永续能源的严格政府政策,磷酸铁锂电池产业正在有利的环境中发展。
复合年增长率最高的磷酸锂铁(LiFePO4)电池市场预计将在欧洲地区大幅成长。欧洲国家电动车(EV)的使用量不断增加,对环保交通途径的重视是推动这一成长的关键因素。由于欧盟 (EU) 鼓励性的法规结构和电动车采用激励措施,磷酸铁锂电池製造商的营运环境良好。此外,随着欧洲国家满足严格的环境法规并努力减少碳排放,以长寿命、安全性和低环境影响而闻名的磷酸铁锂电池市场预计将成长。
According to Stratistics MRC, the Global Lithium-Iron Phosphate (LiFePO4) Battery Market is accounted for $9.28 billion in 2024 and is expected to reach $18.82 billion by 2030 growing at a CAGR of 12.5% during the forecast period. Lithium iron phosphate (LiFePO4) batteries, also known as LFP batteries, represent a significant advancement in battery technology, primarily due to their unique composition and safety features. These batteries have a number of benefits over conventional lithium-ion batteries because they use lithium iron phosphate as the cathode material. Moreover, their extended cycle life-which can surpass 10,000 cycles based on usage circumstances-is one of their most notable advantages, making them perfect for applications that require dependability and longevity.
According to a study published in Nature Energy, LFP blade batteries can achieve an energy density of 286-333 Wh/L at the pack level, which is higher than conventional NMC622 packs (186-249 Wh/L).
Emphasis on the integration of renewable energy
Effective energy storage solutions are necessary to control supply and demand fluctuations as we move toward renewable energy sources like solar and wind power. LiFePO4 batteries are perfect for this because they have the capacity to store excess energy produced during periods of high production and release it when demand increases. These qualities make them crucial parts of contemporary energy systems since they improve grid stability and dependability. Additionally, the need for LiFePO4 batteries in grid-scale storage applications is only increasing as nations work to meet their renewable energy targets.
Supply chain problems and raw material availability
The primary challenges for LiFePO4 batteries are the stability and availability of raw materials like iron, phosphate, and lithium. Variations in these materials availability and cost can have a big impact on manufacturing costs and, in turn, LiFePO4 battery prices. Furthermore, the vulnerabilities of supply chains can be further exacerbated by trade policies, mining restrictions, and geopolitical tensions. Because lithium extraction is concentrated in certain areas, such as Australia and South America, the supply is subject to regional laws and market conditions.
Expanding market for electric vehicles (EVs)
The LiFePO4 battery market has a lot of potential due to the growing popularity of electric vehicles. The need for reliable and efficient battery technologies is growing as governments throughout the world impose tighter emissions laws and offer financial incentives for the purchase of electric vehicles. Automakers seeking to improve vehicle safety and performance are particularly drawn to LiFePO4 batteries because of their long cycle life and reputation for thermal stability. Moreover, significant investments in LiFePO4 battery production, research, and infrastructure development are anticipated as a result of this trend, which will strengthen the market.
Challenges with recycling and disposal
Effective recycling and disposal techniques are essential as LiFePO4 battery usage raises. The safe recovery of valuable materials from spent batteries is significantly hampered by the current state of the lithium-ion battery recycling infrastructure, which is still developing. Hazardous compounds can be released during improper disposal, posing a threat to human health and the environment. The market for LiFePO4 batteries is vulnerable due to the absence of extensive recycling initiatives and strict regulations. Additionally, the public's opinion of lithium-based technologies may change negatively if these environmental issues are not resolved.
The COVID-19 pandemic has caused severe disruptions to the lithium iron phosphate (LiFePO4) battery market, including problems with the supply chain, lower demand, and higher costs. Travel bans and lockdowns have affected the flow of labor, raw materials, and completed goods; as a result, China's capacity to manufacture batteries will decrease by 25-30 GWh by 2020. Furthermore, demand for consumer electronics, renewable energy, and electric vehicles have declined as a result of the economic downturn. Because of the pandemic, manufacturers are having difficulty launching new products and are postponing business development initiatives.
The 100,001-540,000 mAh segment is expected to be the largest during the forecast period
The segment with the largest share is the 100,001-540,000 mAh range, due to the growing need for high-capacity batteries in applications like industrial machinery, renewable energy storage systems, and electric vehicles (EVs) is the main driver of this market. LiFePO4 batteries in this capacity range are perfect for large-scale applications where safety and performance are crucial because they can deliver consistent power for prolonged periods of time. Moreover, their long cycle life and thermal stability also make them more appealing for use in energy-intensive settings, which adds to their market dominance.
The Electrolytes segment is expected to have the highest CAGR during the forecast period
The segment with the highest predicted CAGR is electrolytes, owing to the improvements in electrolyte formulations that improve battery performance, safety, and efficiency are the main factors driving this growth. The creation of novel electrolytes becomes essential as producers concentrate on enhancing energy density and charging rates. Additionally, these developments address important problems like thermal stability and longevity, which are crucial for applications in electric vehicles and renewable energy storage, in addition to improving overall battery performance.
The market for lithium iron phosphate (LiFePO4) batteries is dominated by the Asia-Pacific region. The main cause of this dominance is the region's thriving automobile industry, especially in nations like China, Japan, and India where there is a strong push for the adoption of electric vehicles (EVs). The growing middle class and rising disposable incomes in these countries drive up sales of LiFePO4 battery-powered electronics, which in turn drives up demand for consumer electronics. Furthermore, the LiFePO4 battery industry is growing in a favorable environment owing to strict government policies that aim to reduce carbon emissions and promote sustainable energy.
With the highest CAGR, the lithium iron phosphate (LiFePO4) battery market is expected to grow significantly in the Europe region. The increasing use of electric cars (EVs) and the focus on environmentally friendly transportation options in European nations are the main factors driving this growth. Manufacturers of LiFePO4 batteries are operating in a favorable environment owing to the European Union's encouraging regulatory framework and EV adoption incentives. Moreover, the market for LiFePO4 batteries, which are renowned for their longevity, safety, and low environmental impact, is anticipated to grow as European nations work to meet strict environmental regulations and cut carbon emissions.
Key players in the market
Some of the key players in Lithium-Iron Phosphate (LiFePO4) Battery market include BYD Company Ltd., Panasonic Corporation, OptimumNano Energy Co., Ltd., K2 Energy Solutions Inc., A123 Systems LLC, Samsung SDI Co., Ltd, Electric Vehicles Power System Technology Co. Ltd., LiFeBATT, Inc., Toshiba Corporation, CENS Energy Tech Co., Ltd., Bharat Power Solutions and ReLion Batery LLC.
In September 2024, BYD Automotive GmbH, as the purchaser, and Hedin Mobility Group, as the seller, have entered into an agreement for the sale of the subsidiary Hedin Electric Mobility GmbH, the appointed Dealer+ of BYD vehicles and spare parts in the German market.
In August 2024, Samsung SDI announced that the company has completed and signed an agreement with General Motors to establish a joint venture to supply electric vehicle (EV) batteries in the United States. The ceremony was held at Samsung SDI's office in Seoul, and was attended by key executives from both companies, including Samsung SDI CEO Yoon-ho Choi.
In July 2024, Panasonic Corporation announced that its Cold Chain Solutions Company has entered into an agreement with Cooling Solutions S.L. to purchase all the shares of its subsidiary Area Cooling Solutions Sp. z o.o. , a Polish refrigeration equipment manufacturer.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.