市场调查报告书
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1569826
2030 年固态电池市场预测:按类型、电池类型、容量、组件、应用和地区进行的全球分析Solid State Battery Market Forecasts to 2030 - Global Analysis By Type (Single-cell and Multi-cell), Battery Type (Primary and Secondary), Capacity (Less than 20 mAh, 20 mAh to 500 mAh and Above 500 mAh), Component, Application and By Geography |
根据Stratistics MRC的数据,2024年全球固态电池市场规模为20亿美元,预计2030年将达到125亿美元,预测期内复合年增长率为35.7%。
固态电池是先进的能源储存设备,它使用固体电解质取代传统锂离子电池中的液体或凝胶电解质。这种设计透过降低洩漏和燃烧的风险来提高安全性、能量密度和性能。固态电池还具有更长的使用寿命和更快的充电能力。它们有潜力透过更安全、更有效率的电源解决方案彻底改变电池产业,并且正在为各种应用开发,包括电动车、消费性电子产品和可再生能源储存。
根据国际能源总署(IEA)预测,2021年全球电动车销量将达660万辆,较2020年成长108%。
长寿
固态电池的使用寿命比传统锂离子电池明显更长。根据《自然能源》杂誌发表的一项研究,固态电池可达到超过 1000 次充电循环,同时保留 80% 的原始容量。寿命的延长归功于固体电解质的使用,固体电解质比液体电解质更稳定且不易劣化。更长的使用寿命可以降低更换成本并提高永续性,使得固态电池对于电动车和消费性电子产品的应用特别有吸引力。这一优势刺激了对固态电池技术的投资和研究,促进了市场的成长。
製造挑战
製造挑战是固态电池广泛使用的主要障碍。製造固体电解质并将这些材料融入电池需要复杂的工艺,目前难以扩大规模。固态电池製造面临电极和电解质之间的界面电阻以及高温加工的需求等挑战。这些挑战导致製造成本增加和製造能力有限。此外,在室温下实现与液体电解质相同水平的电导率仍然是一个障碍。
技术进步
持续的研发重点是改进固体电解质材料、改进製造流程和优化电池设计。根据发表在《科学》杂誌上的一项研究,一种新型陶瓷电解质材料在离子电导率和稳定性方面显示出有希望的结果。这些进步可能会导致固态电池具有更高的能量密度、更快的充电能力和更高的安全性。此外,学术机构、科技公司和汽车製造商之间的合作正在加速该领域的创新。
可扩展性问题
儘管固态电池在实验室中表现出了良好的前景,但扩大生产以满足商业需求仍然很困难。目前固态电池的生产能力有限,大多数製造商只能生产少量用于特殊应用的产品。固态电池的製造过程非常复杂,扩大生产设施所需的高成本是主要障碍。此外,与传统锂离子电池相比,固态电池中使用的特殊材料的供应链仍不那么成熟。这种可扩展性挑战可能会阻碍固态电池,特别是在大众市场应用中。
由于实验室关闭和供应链中断,COVID-19 大流行最初扰乱了固态电池的研发活动。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。根据国际能源总署(IEA)的数据,儘管受到新冠疫情的影响,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,可能会加速固态电池开发的长期投资。
预计家用电子电器产业在预测期内将是最大的产业
预计家用电子电器领域将在整个预测期内获得最大的市场占有率。这项优势是由智慧型手机、笔记型电脑和穿戴式装置对更耐用、更安全的电池日益增长的需求所推动的。固态电池为家用电子电器提供了多种优势,包括高能量密度、快速充电能力和更高的安全性。这些优点符合消费者对具有长电池寿命和降低火灾风险的设备的需求。主要电子製造商正在投资固态电池技术以提高竞争力。家用电子电器的大量生产以及固态电池支援新设备设计的潜力促成了该细分市场的巨大市场占有率。
500mAh及以上细分市场预计在预测期内复合年增长率最高
预计500mAh及以上细分市场将在预测期内实现良好成长。此细分市场主要针对大型设备和应用,例如电动车、能源储存系统和高性能家用电器。容量大于500mAh的固态电池有可能大幅提高电动车的续航里程和充电速度,并解决电动车采用的主要障碍。对此类应用不断增长的需求,加上固态电池的卓越性能特征,正在推动该领域的快速成长。
预计亚太地区在预测期内将占据最大的市场占有率。这一优势主要得益于该地区在电池製造领域的强大实力、积极的电动车采用目标以及对先进技术的大量投资。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、韩国等国家也处于固态电池研发的前线。丰田、三星和Panasonic等亚洲主要公司正大力投资固态电池技术。该地区强大的电子製造生态系统和促进清洁能源和电动车的政府支持政策有助于扩大市场占有率。
预计欧洲地区在估计和预测期内将实现最高成长率。这种快速增长是由严格的环境法规、雄心勃勃的气候目标以及政府对电动车采用和可再生能源整合的大力支持所推动的。根据欧洲工业协会的数据,儘管受到疫情影响,2020年欧盟电动车销量仍成长了110%。此外,欧盟正在推出欧洲电池联盟等倡议,以支持有竞争力的电池产业的发展。这些因素,加上欧洲对永续性和创新的重视,预计将推动该地区固态电池市场的高成长率。
According to Stratistics MRC, the Global Solid State Battery Market is accounted for $2.0 billion in 2024 and is expected to reach $12.5 billion by 2030 growing at a CAGR of 35.7% during the forecast period. A solid-state battery is an advanced energy storage device that uses solid electrolytes instead of the liquid or gel-based electrolytes found in conventional lithium-ion batteries. This design enhances safety, energy density, and performance by reducing the risk of leakage and combustion. Solid-state batteries also offer longer lifespans and faster charging capabilities. They are being developed for various applications, including electric vehicles, consumer electronics, and renewable energy storage, due to their potential to revolutionize the battery industry with safer, more efficient power solutions.
According to the International Energy Agency, global electric car sales reached 6.6 million in 2021, a 108% increase from 2020.
Offer longer lifespan
Solid-state batteries offer a significantly longer lifespan compared to traditional lithium-ion batteries. According to research published in Nature Energy, solid-state batteries can potentially achieve over 1,000 charge cycles while maintaining 80% of their original capacity. This extended lifespan is attributed to the use of solid electrolytes, which are more stable and less prone to degradation than liquid electrolytes. The longer lifespan translates to reduced replacement costs and improved sustainability, making solid-state batteries particularly attractive for applications in electric vehicles and consumer electronics. This advantage is driving increased investment and research in solid-state battery technology, contributing to market growth.
Manufacturing challenges
Manufacturing challenges pose a significant restraint to the widespread adoption of solid-state batteries. The production of solid electrolytes and the integration of these materials into battery cells require complex processes that are currently difficult to scale up. Manufacturing of solid-state batteries faces issues such as interfacial resistance between electrodes and electrolytes, and the need for high-temperature processing. These challenges result in higher production costs and limited manufacturing capacity. Additionally, achieving the same level of conductivity as liquid electrolytes at room temperature remains a hurdle.
Technological advancements
Ongoing research and development efforts are focused on improving solid electrolyte materials, enhancing manufacturing processes, and optimizing battery designs. According to a study published in Science, new ceramic electrolyte materials have shown promising results in terms of ionic conductivity and stability. These advancements could lead to solid-state batteries with higher energy densities, faster charging capabilities, and improved safety profiles. Additionally, collaborations between academic institutions, technology companies, and automotive manufacturers are accelerating innovation in this field.
Scalability issues
While solid-state batteries show promise in laboratory settings, scaling up production to meet commercial demand remains challenging. The current production capacity for solid-state batteries is limited, with most manufacturers only able to produce small quantities for specialized applications. The complexity of solid-state battery manufacturing processes and the high costs associated with scaling up production facilities present significant barriers. Additionally, the supply chain for specialized materials used in solid-state batteries is not as well-established as that for traditional lithium-ion batteries. These scalability challenges could hinder the widespread adoption of solid-state batteries, particularly in mass-market applications.
The COVID-19 pandemic initially disrupted solid-state 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 solid-state battery development.
The consumer electronics segment is expected to be the largest during the forecast period
The consumer electronics segment is predicted to secure the largest market share throughout the forecast period. This dominance is driven by the increasing demand for longer-lasting, safer batteries in smartphones, laptops, and wearable devices. Solid-state batteries offer several advantages for consumer electronics, including higher energy density, faster charging capabilities, and improved safety. These benefits align well with consumer demands for devices with longer battery life and reduced fire risks. Major electronics manufacturers are investing in solid-state battery technology to gain a competitive edge. The high volume of consumer electronics production and the potential for solid-state batteries to enable new device designs contribute to this segment's large market share.
The above 500mAh segment is expected to have the highest CAGR during the forecast period
The above 500mAh segment is expected to register lucrative growth during the estimation period. This segment primarily caters to larger devices and applications, including electric vehicles, energy storage systems, and high-performance consumer electronics. Solid-state batteries with capacities above 500mAh have the potential to significantly improve the range and charging speed of electric vehicles, addressing key barriers to EV adoption. The growing demand for these applications, coupled with the superior performance characteristics of solid-state batteries, is driving the rapid growth of this segment.
Over the forecast period, the Asia Pacific region is anticipated to hold the largest market share. This dominance is primarily driven by the region's strong presence in battery manufacturing, aggressive electric vehicle adoption targets, and significant investments in advanced technologies. 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 solid-state battery research and development. Major Asian companies such as Toyota, Samsung, and Panasonic have made substantial investments in solid-state battery technology. The region's robust electronics manufacturing ecosystem and supportive government policies promoting clean energy and electric mobility further contribute to its significant market share.
During the estimation period, the Europe region is forecasted to record the highest growth rate. This rapid growth is fueled by stringent environmental regulations, ambitious climate goals, and strong government support for electric vehicle adoption and renewable energy integration. According to the European Automobile Manufacturers Association, electric car sales in the EU increased by 110% in 2020 despite the pandemic. Additionally, the European Union has launched initiatives like the European Battery Alliance to support the development of a competitive battery industry. These factors, combined with Europe's focus on sustainability and technological innovation, are expected to drive the region's high growth rate in the solid-state battery market.
Key players in the market
Some of the key players in Solid State Battery Market include QuantumScape Corporation, Solid Power, Toyota Motor Corporation, Samsung SDI, Panasonic Corporation, LG Energy Solution, BYD Company Ltd., ProLogium Technology Co., Ltd., Ilika plc, Blue Solutions, Hitachi Zosen Corporation, Sakuu Corporation, BrightVolt, Excellatron, Prieto, Factorial Energy, and NGK Insulators, Ltd.
In July 2024, Volkswagen Group's battery company PowerCo and QuantumScape announced they have entered into a groundbreaking agreement to industrialize QuantumScape's next-generation solid-state lithium-metal battery technology.
In March 2024, Samsung SDI announced that it plans to begin mass producing solid-state batteries for electric vehicles (EVs) in 2027, with pilot production starting in 2025.
In January 2024, Toyota, the world's biggest automaker, said it had achieved a breakthrough in solid-state technology that addressed durability problems. It said it planned commercialization in 2027-2028 of a battery with a range of 1,000 km and a charging time of 10 minutes..
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.