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市场调查报告书
商品编码
1569802
2030年锂离子电池正极市场预测:依电池类型、应用和地区分析Lithium-ion Battery Cathode Market Forecasts to 2030 - Global Analysis By Battery Type (Cobalt Oxide Lithium-Ion Batteries, Lithium Iron Phosphate, Nickel Manganese Cobalt Oxide Batteries and Other Battery Types), Application and By Geography |
根据Stratistics MRC的数据,2024年全球锂离子电池正极市场规模为330.4亿美元,预计到2030年将达到1,094.7亿美元,预测期内复合年增长率为22.1%。
锂离子电池正极是关键零件,在电池性能和效率方面发挥关键作用。阴极通常由锂基化合物製成,例如钴酸锂、磷酸锂铁和锰酸锂。这种材料充当电池的正极,允许锂离子在放电循环期间迁移并释放电能。正极材料的选择会影响电池的容量、电压、热稳定性和整体寿命。高能量密度阴极有助于高功率和延长电池的使用寿命,但不同的材料在性能和安全性之间提供不同的权衡。
根据国际汽车工业协会(OICA)预测,2021年全球汽车产量将成长3%,从上年的7,760万辆达到8,020万辆。
能源储存需求不断成长
随着全球能源需求的增加和再生能源来源的扩展,对先进能源储存解决方案的需求持续成长。锂离子电池已广泛应用于各种应用,并不断发展以满足这些不断增长的需求。增强锂离子电池阴极是这项进展的核心。研究人员目前正在探索磷酸锂铁、镍钴锰和高镍成分等替代材料来改善这些方面。这些创新旨在透过提高能量密度、延长电池寿命和降低成本,使锂离子电池更有效率且价格实惠。
市场竞争
市场竞争对锂离子电池正极产业产生重大影响,主要透过价格压力和技术创新要求。随着众多参与者进入市场,包括老牌公司和新兴企业,提供最先进、最具成本效益的正极材料的竞争非常激烈。这种竞争压低了价格,使公司很难在投资研发的同时保持盈利。激烈的竞争也导致专利纠纷和智慧财产权挑战频传,使市场格局更加复杂。
电动车需求不断成长
随着电动车需求的增加,製造商正致力于提高电池性能、能量密度和使用寿命,以满足更长行驶里程和更快充电时间的需求。正极材料的创新,例如使用高镍和磷酸锂铁,旨在提高电池的整体效率和稳定性。高镍阴极可提高能量密度和续航里程,而磷酸锂铁可提高安全性和使用寿命。这项进展不仅透过解决消费者的关键问题来支持电动车的广泛采用,也与全球减少碳排放和对石化燃料依赖的努力一致。
缺乏政府支持
缺乏政府支持是锂离子电池正极技术进步的主要障碍。阴极对于这些电池的性能、安全性和成本至关重要,而这些电池对于电动车和可再生能源储存至关重要。然而,开发更有效率、更具成本效益的正极材料需要大量的研究和投资,这往往超出了私人公司的能力范围。如果没有强而有力的政府支持,包括研究经费、税收优惠和支持政策,这一领域的进展将受到阻碍。
COVID-19大流行透过全球供应链中断和市场需求变化对锂离子电池正极材料产业产生了重大影响。封锁和限制措施导致主要製造地(尤其是亚洲)的生产停止,导致锂、钴和镍等关键原料短缺。这些中断不仅推迟了电池生产,还增加了成本并延迟了重要零件的交付。然而,大流行的经济连锁效应导致新计画和研究投资减少,影响创新和长期工业成长。
磷酸锂铁(LFP)领域预计将在预测期内成为最大的领域
透过对电池阴极进行重大改进,磷酸锂铁(LFP)预计将在预测期内成为最大的细分市场。 LFP电池采用磷酸锂铁作为正极材料,与传统的钴酸锂和镍锰钴(NMC)正极相比具有多种优势。 LFP 电池不易发生过热和热失控,这使其成为各种应用的更安全选择,包括电动车和能源储存系统。
家用电子电器产业预计在预测期内复合年增长率最高
预计消费电子产业在预测期内将经历最高的复合年增长率。材料科学的进步正在推动新型阴极组合物的开发,例如采用高镍和磷酸锂铁(LiFePO4) 材料的阴极组合物。这些创新旨在提高能量密度并延长充电设备之间的时间。改进的正极材料还提高了充电和放电速度,有助于更快的充电和更有效的电力使用。此外,新配方旨在提高热稳定性和安全性,并解决过热和电池劣化的问题。
在预测期内,亚太地区占据最大的市场占有率。随着城市扩张和经济活动激增,对电动车 (EV) 和可再生能源储存解决方案的需求不断增长,这两者都严重依赖高性能锂离子电池。为了满足这一需求,该地区正在投资最先进的製造设施和电池生产创新。加强基础设施将支援锂、钴和镍等原材料的高效供应链,这些原材料对正极生产至关重要。此外,城市发展正在培育更强大的电力和充电网络,进一步加速电动车和能源储存系统的区域采用。
预计亚太地区在预测期内将显着成长。随着智慧型手机、笔记型电脑、平板电脑和穿戴式装置日益融入我们的日常生活,对高效能、高性能电池的需求也不断增加。锂离子电池以其高能量密度、轻重量和长寿命而闻名,对于满足这些需求至关重要。亚太地区是主要电子製造商和快速成长的消费群的所在地,正在推动电池生产和技术进步的投资增加。中国、日本和韩国等国家利用其先进的製造能力和技术专长引领这项成长。
According to Stratistics MRC, the Global Lithium-ion Battery Cathode Market is accounted for $33.04 billion in 2024 and is expected to reach $109.47 billion by 2030 growing at a CAGR of 22.1% during the forecast period. A lithium-ion battery cathode is a crucial component that plays a significant role in the battery's performance and efficiency. It is typically made from a lithium-based compound, such as lithium cobalt oxide, lithium iron phosphate, or lithium manganese oxide. This material serves as the positive electrode in the battery, where lithium ions migrate to during the discharge cycle, releasing electrical energy. The choice of cathode material affects the battery's capacity, voltage, thermal stability, and overall lifespan. High-energy-density cathodes contribute to longer-lasting batteries with greater power output, while different materials offer various trade-offs between performance and safety.
According to the International Organization of Motor Vehicle Manufacturers (OICA), global vehicle production witnessed a growth of 3% in 2021, reaching 80.2 million units compared to the previous year's production of 77.6 million units.
Increasing energy storage needs
As global energy demands rise and renewable energy sources expand, the need for advanced energy storage solutions becomes increasingly critical. Lithium-ion batteries, already widely used in various applications, are evolving to meet these growing needs. Enhancing the lithium-ion battery cathode is central to this advancement. Researchers are now exploring alternative materials such as lithium iron phosphate, nickel-cobalt-manganese, and high-nickel compositions to improve these aspects. These innovations aim to increase the energy density, extend the battery life, and reduce costs, making lithium-ion batteries more efficient and affordable.
Market competition
Market competition is significantly impacting the Lithium-ion Battery Cathode industry, primarily through price pressure and innovation demands. With numerous players entering the market, including both established companies and new startups, there's intense competition to offer the most advanced and cost-effective cathode materials. This rivalry drives down prices, making it challenging for companies to maintain profitability while investing in research and development. The intense competition also leads to frequent patent disputes and intellectual property challenges, further complicating the market landscape.
Growing demand for electric vehicles
As the demand for EVs rises, manufacturers are focusing on enhancing the performance, energy density, and longevity of these batteries to meet the needs of longer driving ranges and quicker charging times. Innovations in cathode materials, such as the incorporation of high-nickel or lithium iron phosphate, aim to improve the overall efficiency and stability of the batteries. High-nickel cathodes increase energy density, which extends vehicle range, while lithium iron phosphate offers greater safety and longevity. This progress not only supports the broader adoption of EVs by addressing key consumer concerns but also aligns with global efforts to reduce carbon emissions and dependence on fossil fuels.
Lack of government support
The lack of government support is a significant barrier to advancing Lithium-ion battery cathode technology. Cathodes are crucial for the performance, safety, and cost of these batteries, which are pivotal in electric vehicles and renewable energy storage. However, the development of more efficient and cost-effective cathode materials requires substantial research and investment, often beyond the capacity of private enterprises alone. Without robust government backing, including funding for research, tax incentives, and supportive policies, progress in this field is hampered.
The COVID-19 pandemic significantly impacted the lithium-ion battery cathode industry through disruptions in global supply chains and shifts in market demand. Lockdowns and restrictions halted production in key manufacturing hubs, particularly in Asia, leading to shortages of critical raw materials like lithium, cobalt, and nickel. These interruptions not only slowed down battery production but also increased costs and caused delays in the delivery of essential components. However, the pandemic's economic ripple effects led to a decline in investments in new projects and research, affecting innovation and long-term industry growth.
The Lithium Iron Phosphate (LFP) segment is expected to be the largest during the forecast period
Lithium Iron Phosphate (LFP) segment is expected to be the largest during the forecast period by offering a significant improvement in battery cathodes. LFP batteries use lithium iron phosphate as the cathode material, which provides several advantages over traditional lithium cobalt oxide or nickel manganese cobalt (NMC) cathodes. LFP batteries are less prone to overheating and thermal runaway, making them a safer choice for various applications, including electric vehicles and energy storage systems.
The Consumer Electronics segment is expected to have the highest CAGR during the forecast period
Consumer Electronics segment is expected to have the highest CAGR during the forecast period. Advances in materials science are leading to the development of new cathode compositions, such as those incorporating high-nickel or lithium iron phosphate (LiFePO4) materials. These innovations aim to increase energy density, allowing devices to operate longer between charges. Improved cathode materials also enhance charge and discharge rates, contributing to faster charging and more efficient power usage. Additionally, new formulations are being designed to improve thermal stability and safety, addressing concerns about overheating and battery degradation.
Asia Pacific region commanded the largest market share over the projected period. As cities expand and economic activities surge, there's a growing demand for electric vehicles (EVs) and renewable energy storage solutions, both of which rely heavily on high-performance lithium-ion batteries. To meet this demand, the region is investing in state-of-the-art manufacturing facilities and technological innovations for battery production. Enhanced infrastructure supports the efficient supply chain of raw materials like lithium, cobalt, and nickel, crucial for cathode production. Additionally, urban development fosters a more robust grid and charging network, further accelerating the regional adoption of EVs and energy storage systems.
Asia Pacific region is estimated to witness substantial growth during the extrapolated period. As smartphones, laptops, tablets, and wearable devices become increasingly integral to daily life, the need for efficient, high-performance batteries is escalating. Lithium-ion batteries, known for their high energy density, lightweight nature, and long life cycle, are critical in meeting these demands. Asia Pacific, home to major electronics manufacturers and a burgeoning consumer base, is experiencing heightened investment in battery production and technology advancements. Countries like China, Japan, and South Korea are leading this growth, leveraging their advanced manufacturing capabilities and technological expertise.
Key players in the market
Some of the key players in Lithium-ion Battery Cathode market include BASF SE, Contemporary Amperex Technology Co. Limited, Energizer Holdings, Exide Technologies, Fujitsu Limited, LG Chem Ltd, NEI Corporation, Sumitomo Chemical Co., Ltd and Toshiba Corporation.
In June 2024, Metso will introduce the Metso pCAM plant, a smart manufacturing solution that is certified as Planet Positive. This facility will produce precursor cathode active material, a crucial component in the construction of lithium-ion batteries. Metso's pCAM plant is built around a highly efficient pCAM reactor, PSI 1000 particle size analyzer, and pCAM process control.
In January 2023, Allox Advance Materials Pvt Ltd announced to development of multi-GW lithium cathode manufacturing facility in Telangana, India with capacity of 3GWH/PA.