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市场调查报告书
商品编码
1569795
2030年电池铝箔市场预测:按类型、应用和地区分類的全球分析Battery Grade Aluminum Foil Market Forecasts to 2030 - Global Analysis By Type (Single-Side Coated and Double-Side Coated), Application (Aerospace & Defense, Automotive and Other Applications) and By Geography |
根据Stratistics MRC的数据,2024年全球电池铝箔市场规模为33.1亿美元,预计在预测期内复合年增长率为10.2%,到2030年将达到59.2亿美元。
电池铝箔是一种特殊铝箔,主要用于生产电池,特别是锂离子电池。其特点是纯度高(通常大于 99.9%),对于确保最佳电池性能和寿命至关重要。这种箔非常薄,通常厚度不到 20微米,并且具有均匀、光滑的表面,可最大限度地减少电阻并提高导电性。
电动车 (EV) 日益普及
电动车(EV)的快速普及极大地增加了对电池用铝箔的需求,而铝箔是锂离子电池的关键组件。铝箔在电池中用作集电器,其性能直接影响电动车电池的效率和寿命。随着越来越多的消费者和製造商接受电动车,对能够应对电动车电池的高电流密度和热条件的高品质、薄铝箔的需求不断增长。这种需求正在推动铝箔技术的进步,从而导致更轻、更导电、更耐用的材料的开发。
地缘政治问题
矾土和氧化铝等铝生产的关键原料集中在少数国家,使得全球供应链容易受到政治不稳定和贸易限制的影响。主要铝生产国和消费国之间的紧张关係可能导致关税、出口禁令和製裁,从而扰乱对这些关键原材料的取得。地缘政治衝突可能会扰乱运输路线和物流,进一步加剧供应链的紧张。这些不稳定因素不仅影响原料成本,还影响电池铝箔的稳定性和质量,而电池铝箔对于电动车和其他技术中的高性能电池至关重要。
增加锂离子电池产量
铝箔充当电池负极和正极的集电器流体,对于有效的能源储存和性能至关重要。随着电动车、消费性电子产品和可再生能源储存中使用的锂离子电池的加速采用,对高品质铝箔的需求不断增加。该箔必须满足严格的纯度和厚度标准,以确保最佳的导电性和电池效率。因此,製造商正在投资先进的生产技术和品管措施,以生产满足这些严格要求的铝箔。
景气衰退或衰退
由于消费者支出减少和工业需求下降,景气衰退和衰退可能对电池铝箔产业产生重大影响。随着经济状况恶化,消费者和企业都收紧预算,减少对电池生产至关重要的技术和基础设施的投资。不稳定的经济状况往往会导致原材料价格波动和供应链中断,进一步给製造商带来压力。在这样的环境下,企业可能面临收益减少和营运成本增加,导致产量减少甚至暂时停止营运。
COVID-19大流行对电池铝箔产业产生了重大影响,主要原因是全球供应链中断和需求转移。由于世界各地的生产设施面临关闭或产能减少以限制病毒的传播,铝箔的生产受到了负面能源储存。物流挑战和运输限制进一步加剧了这种情况,导致原材料和成品的延误和成本增加。疫情也促使消费行为和行业优先事项发生变化,影响了各种技术及其组件的需求模式。
双面涂层领域预计将在预测期内成为最大的领域
预计双面涂层领域在预测期内将是最大的。这种双面涂层工艺从多个方面增强了箔片的性能,特别是提高了耐腐蚀和导电性。涂层通常由特殊材料组成,提供保护层,防止电池因暴露于电解质溶液而劣化。其结果是电池组件更耐用、更可靠。此外,两侧均匀的涂层可确保整个箔片的性能一致,从而减少变化并提高整体电池效率。
预计航太和国防领域在预测期内的复合年增长率最高。
由于最尖端科技对高性能和轻质材料的需求不断增加,航太和国防领域预计在预测期内将出现最高的复合年增长率。这种特殊的箔对于生产高容量电池(尤其是锂离子电池)至关重要,并且经过强化以提供卓越的导电性、耐用性和效率。航太和国防领域的创新重点是提高箔的纯度和厚度,这对于优化电池性能和寿命至关重要。提高箔片的机械性能还旨在满足航太和国防应用的苛刻要求,其中可靠性和弹性至关重要。
在外推期间,北美地区占据了最大的市场份额。随着城市的扩张和现代化,对先进技术和永续能源解决方案的需求不断增加,特别是对电动车 (EV) 和可再生能源储存电池中使用的高品质铝箔。新的交通网络和智慧电网等基础设施的发展将透过整合尖端的能源储存系统进一步推动这一需求。此外,在追求绿色环保和减少碳足迹的同时,由于铝箔具有优异的导电性和轻质特性,铝箔在高性能电池中的使用越来越多。
预计欧洲地区在预测期内将实现盈利成长。欧洲各国政府实施了一系列支援措施,鼓励先进铝箔技术的发展,包括大量补贴、税收优惠和研究津贴。这些政策旨在加强该地区在全球电池供应链中的竞争,减少对进口的依赖并支持向绿色技术的过渡。透过投资当地製造能力和促进永续实践,欧洲正在成为高性能材料市场的领导者。这种积极主动的做法不仅增强了该地区的工业基础,而且符合更广泛的环境目标,培育更具弹性的绿色经济。
According to Stratistics MRC, the Global Battery Grade Aluminum Foil Market is accounted for $3.31 billion in 2024 and is expected to reach $5.92 billion by 2030 growing at a CAGR of 10.2% during the forecast period. Battery grade aluminum foil is a specialized type of aluminum foil used predominantly in the manufacturing of batteries, particularly lithium-ion batteries. It is characterized by its high purity, typically exceeding 99.9%, and is essential for ensuring optimal performance and longevity of the battery. This foil is extremely thin, often less than 20 micrometers in thickness, and features a uniform and smooth surface to minimize resistance and enhance conductivity.
Rising electric vehicle (EV) adoption
The rapid rise in electric vehicle (EV) adoption is significantly boosting the demand for battery-grade aluminum foil, a crucial component in lithium-ion batteries. Aluminum foil is used as a current collector in battery cells, and its performance directly impacts the efficiency and longevity of EV batteries. As more consumers and manufacturers commit to electric vehicles, the need for high-quality, thin aluminum foil that can handle the high current densities and thermal conditions of EV batteries grows. This demand is driving advancements in aluminum foil technology, leading to the development of lighter, more conductive, and more durable materials.
Geopolitical issues
Key raw materials for aluminum production, like bauxite and alumina, are concentrated in a few countries, making global supply chains vulnerable to political instability and trade restrictions. Tensions between major aluminum-producing nations and consumer countries can lead to tariffs, export bans, or sanctions, which disrupt the availability of these critical materials. Geopolitical conflicts can impede transportation routes and logistics, further straining supply chains. Such instability not only affects the cost of raw materials but also impacts the consistency and quality of battery-grade aluminum foil, which is crucial for high-performance batteries in electric vehicles and other technologies.
Increased Production of Lithium-Ion Batteries
Aluminum foil serves as the current collector in the battery's anode and cathode, essential for efficient energy storage and performance. As the adoption of lithium-ion batteries accelerates, driven by their use in electric vehicles, consumer electronics, and renewable energy storage, the need for high-quality aluminum foil has risen. This foil must meet stringent standards for purity and thickness to ensure optimal conductivity and battery efficiency. Consequently, manufacturers are investing in advanced production technologies and quality control measures to produce aluminum foil that meets these demanding requirements.
Economic downturns or recessions
Economic downturns or recessions can significantly impact the battery-grade aluminum foil industry due to reduced consumer spending and lower industrial demand. As economic conditions worsen, both individual consumers and businesses tighten their budgets, leading to decreased investments in technology and infrastructure, which are critical for battery production. Economic instability often leads to fluctuating raw material prices and supply chain disruptions, further straining manufacturers. In such environments, companies may face reduced revenue and increased operational costs, leading to scaled-back production or even temporary shutdowns.
The COVID-19 pandemic significantly impacted the battery-grade aluminum foil industry, primarily due to disruptions in global supply chains and shifts in demand. As manufacturing facilities around the world faced shutdowns or reduced operations to curb virus spread, the production of aluminum foil, essential for high-performance batteries used in electric vehicles and energy storage, was adversely affected. Logistical challenges and transportation restrictions further exacerbated the situation, leading to delays and increased costs for raw materials and finished products. The pandemic also prompted changes in consumer behavior and industrial priorities, influencing demand patterns for various technologies and their components.
The Double-Side Coated segment is expected to be the largest during the forecast period
Double-Side Coated segment is expected to be the largest during the forecast period. This dual-sided coating process enhances the foil's performance in various ways, notably by improving its corrosion resistance and electrical conductivity. The coatings, typically composed of specialized materials, provide a protective layer that prevents degradation from exposure to the electrolyte solutions used in batteries. This results in longer-lasting and more reliable battery components. Additionally, the uniform coating on both sides ensures consistent performance across the foil, reducing variability and improving overall battery efficiency.
The Aerospace & Defense segment is expected to have the highest CAGR during the forecast period
Aerospace & Defense segment is expected to have the highest CAGR during the forecast period due to the growing demands for high-performance, lightweight materials in cutting-edge technologies. This specialized foil, essential for manufacturing high-capacity batteries, particularly lithium-ion types, is being enhanced to offer superior conductivity, durability, and efficiency. Innovations in the Aerospace & Defense segment focus on refining the foil's purity and thickness, which are critical for optimizing battery performance and lifespan. Improvements in the foil's mechanical properties also aim to address the stringent requirements of aerospace and defense applications, where reliability and resilience are paramount.
North America region commanded the largest share of the market over the extrapolated period. As cities expand and modernize, the demand for advanced technologies and sustainable energy solutions grows, driving the need for high-quality aluminum foils used in batteries, particularly for electric vehicles (EVs) and renewable energy storage. Infrastructure developments, such as new transportation networks and smart grids, further boost this demand by integrating cutting-edge energy storage systems. Additionally, the push towards greener initiatives and reduced carbon footprints aligns with the growing application of aluminum foil in high-performance batteries due to its superior conductivity and lightweight properties.
Europe region is poised to register profitable growth during the forecast period. European governments are implementing a range of supportive measures, including substantial subsidies, tax incentives, and research grants, to encourage the development of advanced aluminum foil technologies. These policies aim to enhance the region's competitiveness in the global battery supply chain, reduce reliance on imports, and support the transition to greener technologies. By investing in local manufacturing capabilities and promoting sustainable practices, Europe is positioning itself as a leader in the high-performance materials market. This proactive approach not only strengthens the region's industrial base but also aligns with broader environmental goals, fostering a more resilient and eco-friendly economy.
Key players in the market
Some of the key players in Battery Grade Aluminum Foil market include Alcoa Corporation, Baotou Aluminium Co., Ltd, BYD Company Limited, Contemporary Amperex Technology Co. Limited, Eurasian Resources Group, Hitachi Chemical Co., Ltd, Mitsubishi Aluminum Co., Ltd, Novelis Inc and UACJ Foil Corporation.
In June 2024, Alcoa Corporation announced further progress on ELYSIS technology, with Rio Tinto planning to launch the first industrial-scale demonstration of the breakthrough technology. This technology eliminates all greenhouse gas (GHG) emissions from the traditional smelting process and produces oxygen as a byproduct.
In February 2024, Alcoa Corporation announced that it has entered into an agreement with Alumina Limited on terms and process for the acquisition of Alumina Limited, subject to entry into a scheme implementation agreement.