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市场调查报告书
商品编码
1569825
2030年硅阳极电池市场预测:全球产能、原料、应用与区域分析Silicon Anode Battery Market Forecasts to 2030 - Global Analysis By Capacity (Below 1500 mAh, 1500 mAh-2500 mAh, 2501 mAh-3500 mAh and Above 3500 mAh), Raw Material, Application and By Geography |
根据Stratistics MRC预测,2024年全球硅阳极电池市场规模将达48亿美元,预计2030年将达到461亿美元,预测期内复合年增长率为45.5%。
硅阳极电池是一种先进的锂离子电池,它使用硅代替传统的石墨作为负极材料。硅具有显着更高的能源储存容量,并且可以提高能量密度,从而可以延长电池寿命并提高效能。硅阳极电池预计在电动车、家用电器和能源储存得到应用。
根据国际能源总署(IEA)预测,2021年电动车销量将达660万辆,占全球汽车市场的9%。
更高的能量密度
硅阳极电池的能量密度明显高于传统石墨负极。根据发表在《自然奈米技术》杂誌上的一项研究,硅阳极理论上可以比石墨阳极储存最多 10 倍的锂离子。能量密度的增加意味着电池寿命的延长和各种应用性能的提高,特别是在电动车和便携式电子设备中。硅负极有潜力显着延长电动车的续航里程并延长智慧型手机的电池寿命,从而导致对该技术的大量投资和研究。这种对性能改善的预期是推动硅阳极电池市场成长的关键因素。
有限的商业化
硅阳极电池的商业化有限是市场成长的主要限制。儘管硅负极具有潜力,但它仍面临着循环寿命和充电过程中体积膨胀的挑战。根据美国能源局的报告,硅负极在锂化过程中可膨胀高达 300%,随着时间的推移会导致结构劣化和容量损失。这些技术障碍减缓了硅阳极电池的大规模生产和采用。
各领域商机
硅阳极电池在电动车、家用电子电器和可再生能源储存等多个领域提供了巨大的机会。根据国际能源总署统计,2021年全球电动车销量达660万辆,较2020年成长108%。电动车市场的快速成长为硅阳极电池创造了巨大的机会,以满足更高能量密度和快速充电能力的需求。此外,可再生能源产业的成长需要先进的能源储存解决方案,而硅阳极电池可以在提高电网稳定性和能源管理方面发挥关键作用。
环境问题
有关硅阳极电池生产和处置的环境问题对市场成长构成潜在威胁。儘管硅的开采和加工对环境的影响比其他电池材料低,但它仍然对环境产生影响。根据《清洁生产杂誌》发表的生命週期评估,生产用于负极的硅奈米颗粒需要大量能源和相关的碳排放。此外,与传统锂离子电池相比,回收硅阳极电池提出了新的挑战。
由于实验室关闭和供应链中断,COVID-19 大流行最初扰乱了硅阳极电池的研发活动。然而,这场危机也凸显了先进能源储存技术对于復原力和永续性的重要性。国际能源总署 (IEA) 的数据显示,儘管受到疫情影响,2020 年全球电动车销量仍成长了 41%。电动车的持续扩散,加上对经济復苏的技术创新的日益关注,可能会加速对硅阳极电池开发的长期投资。
预计1500mAh及以下细分市场在预测期内将是最大的
预计 1500mAh 以下细分市场将在整个预测期内占据最大的市场占有率。该细分市场主要涵盖家用电子电器,特别是智慧型手机和穿戴式设备,是一个庞大且不断成长的市场。 1500mAh以下的容量适合这些设备,可在不显着改变设备设计的情况下提高能量密度。此容量范围内的硅阳极电池可为智慧型手机提供更长的电池寿命,从而实现更轻薄、更强大的可穿戴设备。消费性电子产品的大量生产以及对提高这些设备电池性能的持续需求导致了该领域的主导市场占有率。
电动车领域预计在预测期内复合年增长率最高
预计电动车产业在预测期内将呈现最高的复合年增长率。这种快速增长是由全球电动车的普及以及对具有更高能量密度和更快充电能力的电池的需求所推动的。硅阳极电池有潜力显着延长电动车的续航里程,并解决电动车采用的主要障碍之一。主要汽车製造商和电池製造商正在大力投资硅阳极技术,以开发下一代电动车电池。硅负极在减少充电时间和提高车辆整体性能方面的潜力进一步促进了该领域的高成长率。
预计北美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大型科技公司的存在、强大的研发投入以及政府的支持政策。该地区正在加大电动车的采用力度,加州等州为零排放车设定了雄心勃勃的目标,进一步推动了对先进电池技术的需求。此外,主要硅阳极电池开发商的存在以及汽车製造商和科技公司之间的联盟也有助于北美在该领域占据巨大的市场占有率。
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,包括该地区在电池製造方面的主导地位、积极的电动车采用目标以及对可再生能源的大量投资。根据国际能源总署 (IEA) 的数据,2021 年仅中国就将占全球电动车销量的 46%。日本和韩国等国家也处于电池技术创新的前沿。随着亚太国家努力引领下一代电池的发展,硅阳极电池的需求预计将激增,推动该地区市场的成长。
According to Stratistics MRC, the Global Silicon Anode Battery Market is accounted for $4.8 billion in 2024 and is expected to reach $46.1 billion by 2030 growing at a CAGR of 45.5% during the forecast period. A Silicon Anode Battery is an advanced type of lithium-ion battery that uses silicon as the anode material instead of traditional graphite. Silicon has a significantly higher energy storage capacity, allowing for greater energy density, which can extend the battery life and improve performance. Silicon anode batteries hold promise for applications in electric vehicles, consumer electronics, and energy storage.
According to the International Energy Agency, electric car sales reached 6.6 million in 2021, representing 9% of the global car market.
Offer higher energy density
Silicon anode batteries offer significantly higher energy density compared to traditional graphite anodes. According to research published in Nature Nanotechnology, silicon anodes can theoretically store up to 10 times more lithium ions than graphite anodes. This increased energy density translates to longer battery life and improved performance in various applications, particularly in electric vehicles and portable electronics. The potential for silicon anodes to dramatically increase the range of electric vehicles and extend the battery life of smartphones has driven substantial investment and research in this technology. This promise of enhanced performance is a key factor propelling the growth of the silicon anode battery market.
Limited commercialization
The limited commercialization of silicon anode batteries poses a significant restraint to market growth. Despite their potential, silicon anodes face challenges in terms of cycle life and volume expansion during charging. According to a report by the U.S. Department of Energy, silicon anodes can expand up to 300% during lithiation, leading to structural degradation and capacity loss over time. These technical hurdles have slowed down the large-scale production and adoption of silicon anode batteries.
Opportunities in various sectors
Silicon anode batteries present significant opportunities across various sectors, including electric vehicles, consumer electronics, and renewable energy storage. According to the International Energy Agency, global electric car sales reached 6.6 million in 2021, a 108% increase from 2020. This rapid growth in the electric vehicle market creates a substantial opportunity for silicon anode batteries to meet the demand for higher energy density and faster charging capabilities. Additionally, the growing renewable energy sector requires advanced energy storage solutions, where silicon anode batteries could play a crucial role in improving grid stability and energy management.
Environmental concerns
Environmental concerns related to the production and disposal of silicon anode batteries pose a potential threat to market growth. The mining and processing of silicon, while less environmentally impactful than some other battery materials, still have environmental consequences. According to a lifecycle assessment published in the Journal of Cleaner Production, the production of silicon nanoparticles for anodes can have significant energy requirements and associated carbon emissions. Additionally, the recycling of silicon anode batteries presents new challenges compared to traditional lithium-ion batteries.
The COVID-19 pandemic initially disrupted silicon anode battery research and development activities due to laboratory closures and supply chain interruptions. However, the crisis also highlighted the importance of advanced energy storage technologies for resilience and sustainability. According to the International Energy Agency, despite the pandemic, global electric car sales grew by 41% in 2020. This continued growth in electric vehicle adoption, coupled with increased focus on technological innovation for economic recovery, may accelerate long-term investment in silicon anode battery development.
The below 1500 mAh segment is expected to be the largest during the forecast period
The below 1500 mAh segment is predicted to secure the largest market share throughout the forecast period. This segment primarily caters to consumer electronics, particularly smartphones and wearable devices, which represent a large and growing market. The below 1500 mAh capacity is well-suited for these devices, offering improved energy density without significantly altering device designs. Silicon anode batteries in this capacity range can provide longer battery life for smartphones and enable slimmer, more powerful wearables. The high volume of consumer electronics production and the continuous demand for improved battery performance in these devices contribute to this segment's dominant market share.
The electric vehicles segment is expected to have the highest CAGR during the forecast period
The electric vehicles segment is projected to have the highest CAGR during the extrapolated period. This rapid growth is driven by the increasing global adoption of electric vehicles and the need for batteries with higher energy density and faster charging capabilities. Silicon anode batteries have the potential to significantly increase the range of electric vehicles, addressing one of the key barriers to EV adoption. Major automakers and battery manufacturers are investing heavily in silicon anode technology to develop next-generation EV batteries. The potential for silicon anodes to reduce charging times and improve overall vehicle performance further contributes to this segment's high growth rate.
During the projected timeframe, the North America region is expected to hold the largest market share. This dominance is primarily driven by the presence of key technology companies, substantial research and development investments, and supportive government policies. The region's strong focus on electric vehicle adoption, with states like California setting ambitious targets for zero-emission vehicles, further fuels the demand for advanced battery technologies. Additionally, the presence of major silicon anode battery developers and partnerships between automotive and technology companies contribute to North America's significant market share in this sector.
Over the forecasted timeframe, the Asia Pacific region is anticipated to exhibit the highest CAGR. This rapid growth is fueled by several factors, including the region's dominant position in battery manufacturing, aggressive electric vehicle adoption targets, and significant investments in renewable energy. According to the International Energy Agency, China alone accounted for 46% of global electric car sales in 2021. Countries like Japan and South Korea are also at the forefront of battery technology innovation. As Asia Pacific countries strive to lead in next-generation battery development, the demand for silicon anode batteries is expected to surge, propelling the region's market growth.
Key players in the market
Some of the key players in Silicon Anode Battery Market include Amprius Technologies, Sila Nanotechnologies, Enovix Corporation, Group14 Technologies, Nexeon Limited, XG Sciences, Enevate Corporation, Nanotek Instruments, OneD Material, Advano, BTR New Material Group Co. Ltd., EIT InnoEnergy SE, Elkem ASA, E-magy, Hitachi Chemical Co., Ltd., LeydenJar Technologies, Targray Technology International, and Daejoo Electronic Materials Co., Ltd.
In June 2024, Group14 Technologies, Inc., the world's largest global manufacturer and supplier of advanced silicon battery materials, announces the signing of five multi-year binding offtake agreements amounting to a minimum commitment of over $300 million with three leading electric vehicle (EV) and two consumer electronic (CE) cell manufacturers across Europe, Asia, and North America. These strategic supply agreements continue to demonstrate Group14's progress in driving the global adoption of next-generation silicon battery technology.
In December 2023, Panasonic Energy Co., Ltd., a Panasonic Group Company, and Sila, a next-generation battery materials company, today announced the signing of a commercial agreement for Sila's high-performance nano-composite silicon anode, Titan SiliconTM.
In March 2023, Amprius Technologies, Inc., a leader in next-generation lithium-ion batteries with its Silicon Anode Platform, is once again raising the bar with the verification of its lithium-ion cell delivering unprecedented energy density of 500 Wh/kg, 1300 Wh/L, resulting in unparalleled run time. At approximately half the weight and volume of state-of-the-art, commercially available lithium-ion cells, the all-new battery cell deliver potential industry-disrupting performance with barrier breaking discharge times. Amprius' next-generation cells are well positioned to power products in the fast-growing aviation and, eventually, electric vehicles markets, estimated to be collectively over $100 billion in battery demand by 2025.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.