市场调查报告书
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1569823
到 2030 年锂 NCA(镍钴铝)电池市场预测:按类型、容量、电压、组件、应用、最终用户和地区进行的全球分析Lithium Nickel-Cobalt-Aluminum (NCA) Battery Market Forecasts to 2030 - Global Analysis By Type (Cylindrical, Prismatic and Pouch), Capacity (< 100 Ah, 100-200 Ah, 200-300 Ah and > 300 Ah), Voltage, Component, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球锂 NCA(镍钴铝)电池市场在预测期内将以 14.4% 的复合年增长率成长。
锂NCA(镍钴铝)电池是一种以镍、钴、铝为正极主要材料的锂离子电池。 NCA电池以其高能量密度、长寿命和优异的热稳定性而闻名,广泛应用于电动车(EV)和能源储存系统。儘管性能有所提高,但 NCA 电池由于钴成本高而昂贵,并且需要采取安全措施来防止过热。
根据国际能源总署(IEA)预测,从2022年到2030年,装置容量预计将增加35倍,达到约970吉瓦。
改进电池技术
NCA电池技术的进步显着提高了能量密度、充电速度和整体效能。根据美国国会研究服务处的数据,NCA 电池的正极通常含有80% 的镍、15% 的钴和5% 的铝,并在电芯层面提供220-260Wh/kg 的最高能量密度,为所有锂离子电池中的最高能量密度马苏。这些改进使得 NCA 电池对电动车和能源储存应用越来越有吸引力,从而推动市场成长。该领域的持续研发有望进一步增强NCA电池的能力并巩固其市场地位。
製造成本高
由于使用昂贵的材料,尤其是钴和镍,製造成本很高。产业报告估计,使用 NCA 化学物质续航 300 英里的电动车电池组将需要 35 至 52 公斤的镍和 4 至 7 公斤的钴。这些材料容易受到价格波动和供应链不确定性的影响,进而影响整体製造成本。此外,复杂的製造流程和严格的品管措施进一步推高了成本,使得NCA电池在某些应用中难以与其他电池技术进行价格竞争。
扩大可再生能源储存
不断成长的可再生能源产业对于 NCA 电池来说是一个巨大的机会。随着世界各国可再生能源产能的增加,对高效率、高容量能源储存解决方案的需求不断增加。 NCA电池具有高能量密度和更长的循环寿命,适合电网规模的能源储存应用。根据国际能源总署(IEA)预测,2022年至2030年间,电网规模电池储能装置容量预计将成长35倍,达到约970吉瓦。能源储存市场的快速成长为 NCA 电池製造商向电动车以外的应用领域多元化开闢了新途径。
环境问题
NCA电池的主要成分镍和钴的开采与一些地区的环境恶化和社会问题有关。此外,能源密集型製造流程也会增加这些电池的碳足迹。根据学术研究,电池生产过程中从摇篮到大门的能源使用和温室气体排放是重要的环境因素。随着永续性对消费者和政策制定者变得越来越重要,这些环境问题可能会导致监管加强和转向替代电池技术,从而影响 NCA 电池市场。
COVID-19 大流行最初扰乱了 NCA 电池供应链和製造流程,导致生产和部署暂时受挫。但这场危机也凸显了能源安全和永续性的重要性,并可能加速人们对电动车和可再生能源储存的兴趣。随着经济復苏,人们对干净科技的兴趣重新燃起,以及对 NCA 电池研究和部署的投资增加,可能会抵消与疫情相关的最初挑战。
预计圆柱形部分在预测期内将是最大的。
预计圆柱形细分市场将在整个预测期内获得最大的市场占有率。圆柱形 NCA 电池因其高效的空间利用率、温度控管能力和结构完整性而备受关注。这些特性使它们特别适合电动车和便携式电子设备。圆柱形电池的标准化格式有利于大规模生产和整合到各种应用中。电动车市场的主要参与者特斯拉从Panasonic购买圆柱形NCA电池,使其成为重要用户。一家主要电动车製造商的采用进一步巩固了圆柱形 NCA 电池在市场上的地位。
预计能源储存系统产业在预测期内复合年增长率最高
预计能源储存系统係统产业在预测期内的复合年增长率最高。可再生能源的快速成长和对电网稳定性日益增长的需求正在推动对大规模能源储存解决方案的需求。 NCA 电池因其高能量密度和更长的循环寿命而非常适合这些应用。根据国际能源总署(IEA)预测,电网规模的电池储存容量预计将大幅增加,到2030年将达到每年170GW。能源储存产业的快速成长为NCA电池提供了巨大的机会,并促进了该产业的高复合年增长率。
预计亚太地区在预测期内将占据最大的市场占有率。这项优势主要得益于中国、日本、韩国等国家电动车市场的快速成长。根据国际能源总署 (IEA) 预测,到 2022 年,光是中国就将占全球电动车销量的 60%。该地区对创新(尤其是电池技术)的关注进一步巩固了其市场领导地位。此外,主要电池製造商的存在以及支持清洁能源和电动车的政府倡议也为亚太地区的巨大市场占有率做出了贡献。
预计亚太地区在预测期内的复合年增长率最高。这种快速成长是由多种因素推动的,包括不断增长的能源需求、快速工业化以及中国、日本和韩国等国家雄心勃勃的可再生能源目标。对电池研发的大量投资以及促进电动车和清洁能源发展的政府支持政策正在推动市场扩张。该地区不断增强的製造能力和对技术创新的重视将进一步加速市场成长。
According to Stratistics MRC, the Global Lithium Nickel-Cobalt-Aluminum (NCA) Battery Market is growing at a CAGR of 14.4% during the forecast period. A lithium nickel-cobalt-Aluminum (NCA) battery is a type of lithium-ion battery that uses nickel, cobalt, and aluminum as the key materials for the cathode. Known for their high energy density, longer lifespan, and enhanced thermal stability, NCA batteries are widely used in electric vehicles (EVs) and energy storage systems. Despite offering improved performance, NCA batteries are more expensive due to the high cost of cobalt and require safety measures to prevent overheating.
According to the International Energy Agency, the installed grid-scale battery storage capacity is projected to expand 35-fold between 2022 and 2030 to nearly 970 GW.
Improvements in battery technology
Advancements in NCA battery technology have significantly improved energy density, charging speed, and overall performance. According to the Congressional Research Service, NCA batteries typically contain 80% nickel, 15% cobalt, and 5% aluminum in their cathodes, offering one of the highest energy densities among lithium-ion battery types at 220-260 Wh/kg at the cell level. These improvements have made NCA batteries increasingly attractive for electric vehicles and energy storage applications, driving market growth. The continuous research and development in this field are expected to further enhance NCA battery capabilities, solidifying their position in the market.
High production costs
The use of expensive materials, particularly cobalt and nickel, contributes to elevated manufacturing expenses. According to industry reports, for a 300-mile range electric vehicle battery pack using NCA chemistry, the estimated material requirements include 35-52 kg of nickel and 4-7 kg of cobalt. These materials are subject to price volatility and supply chain uncertainties, impacting overall production costs. Additionally, the complex manufacturing processes and stringent quality control measures further add to the expenses, making it difficult for NCA batteries to compete on price with other battery technologies in certain applications.
Expansion in renewable energy storage
The growing renewable energy sector presents a significant opportunity for NCA batteries. As countries worldwide increase their renewable energy capacity, the demand for efficient and high-capacity energy storage solutions is rising. NCA batteries, with their high energy density and improving cycle life, are well-suited for grid-scale energy storage applications. According to the International Energy Agency, the installed grid-scale battery storage capacity is projected to expand 35-fold between 2022 and 2030 to nearly 970 GW. This rapid growth in the energy storage market opens up new avenues for NCA battery manufacturers to diversify their applications beyond electric vehicles.
Environmental concerns
The mining of nickel and cobalt, key components of NCA batteries, has been associated with environmental degradation and social issues in some regions. Additionally, the energy-intensive manufacturing process contributes to the carbon footprint of these batteries. According to academic studies, the cradle-to-gate energy use and greenhouse gas emissions of battery production are significant environmental factors. As sustainability becomes increasingly important to consumers and policymakers, these environmental concerns could lead to stricter regulations or a shift towards alternative battery technologies, potentially impacting the NCA battery market.
The COVID-19 pandemic initially disrupted NCA battery supply chains and manufacturing processes, causing temporary setbacks in production and deployment. However, the crisis also highlighted the importance of energy security and sustainability, potentially accelerating interest in electric vehicles and renewable energy storage. As economies recover, renewed focus on clean technologies may drive increased investment in NCA battery research and implementation, offsetting initial pandemic-related challenges.
The cylindrical segment is expected to be the largest during the forecast period
The cylindrical segment is predicted to secure the largest market share throughout the forecast period. Cylindrical NCA batteries have gained prominence due to their efficient space utilization, thermal management capabilities, and structural integrity. These attributes make them particularly suitable for electric vehicles and portable electronics. The standardized format of cylindrical cells allows for easier mass production and integration into various applications. Tesla, a major player in the electric vehicle market, has been a significant user of cylindrical NCA batteries, sourcing them from Panasonic. This adoption by a leading EV manufacturer has further solidified the position of cylindrical NCA batteries in the market.
The energy storage systems segment is expected to have the highest CAGR during the forecast period
The energy storage systems segment is projected to have the highest CAGR during the extrapolated period. The rapid growth of renewable energy sources and the increasing need for grid stabilization are driving the demand for large-scale energy storage solutions. NCA batteries, with their high energy density and improving cycle life, are well-suited for these applications. According to the International Energy Agency, grid-scale battery storage capacity is expected to grow significantly, with annual additions projected to reach 170 GW by 2030. This exponential growth in the energy storage sector provides a substantial opportunity for NCA batteries, contributing to the segment's high CAGR.
During the projected timeframe, the Asia Pacific region is expected to hold the largest market share. This dominance is primarily driven by the rapid growth of the electric vehicle market in countries like China, Japan, and South Korea. According to the International Energy Agency, China alone accounted for 60% of global electric car sales in 2022. The region's strong focus on technological innovation, particularly in battery technology, further solidifies its market leadership. Additionally, the presence of major battery manufacturers and government initiatives supporting clean energy and electric mobility contribute to Asia Pacific's significant market share.
Over the forecasted timeframe, the Asia Pacific region is anticipated to exhibit the highest CAGR. This rapid growth is fueled by several factors, including increasing energy demand, rapid industrialization, and ambitious renewable energy targets in countries like China, Japan, and South Korea. Significant investments in battery research and development, coupled with supportive government policies promoting electric vehicles and clean energy, are driving the market's expansion. The region's growing manufacturing capabilities and focus on technological innovation further accelerate market growth.
Key players in the market
Some of the key players in Lithium Nickel-Cobalt-Aluminum (NCA) Battery Market include Panasonic, Samsung SDI, LG Energy Solution, CATL, BYD Company Ltd., Tesla, Automotive Energy Supply Corporation, Sumitomo Metal Mining, Toda Kogyo, Nihon Kagaku Sangyo, Ecopro, Tianjin Lishen Battery Co., Ltd., GS Yuasa Corporation, Toshiba Corporation, Showa Denko Materials Co., Ltd., A123 Systems, Murata Manufacturing Co., Ltd., and Maxell.
In March 2024, Sumitomo Metal Mining announced plans to increase its monthly cathode production capacity for NCA batteries to 15,000 tonnes by March 2031.
In March 2024, Subaru Corporation and Panasonic Energy Co. Ltd [Panasonic Group] signed an agreement covering the supply of cylindrical automotive lithium-ion batteries. The basic cooperative agreement is an outcome of talks that began between the two partners where Subaru and Panasonic Energy discussed plans for building a medium- to long-term partnership to serve the growing market for battery electric vehicles (BEVs) and auto batteries.
In February 2024, LG Energy Solution announced a new electrolyte called Eternalyte, specially developed for lithium metal batteries, which could potentially be applied to NCA technology.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.