市场调查报告书
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1569877
2030 年电池隔膜市场预测:按类型、材料、厚度、电池类型、最终用户和地区进行的全球分析Battery Separators Market Forecasts to 2030 - Global Analysis by Type (Coated Separators, Non-coated Separators and Other Types), Material, Thickness, Battery Type, End User and By Geography |
根据Stratistics MRC预测,2024年全球电池隔膜市场价值将达74亿美元,预计2030年将达到197亿美元,预测期内复合年增长率为17.7%。
电池隔膜是电池的重要组成部分,它允许离子在正极和负极之间移动,同时防止正极和负极之间直接接触。隔膜通常由聚乙烯、聚丙烯和陶瓷等多孔材料製成,可确保电绝缘并保持电池的完整性。它在充电和放电循环期间促进电极之间的离子流动,有助于提高电池效率和安全性。
电动车需求不断成长
随着全球电动车需求的增加,製造商需要先进的设备来提高产量、提高电池品质并降低成本。这种需求将导致对自动化、精密机械和高速生产线的投资,以支持锂离子和下一代电池的大规模生产。此外,电动车製造商正在推动电池技术的创新并进一步开发专用设备。电动车市场的扩张将带动电池製造的持续进步和扩张,加速设备市场的成长。
与替代技术的竞争
来自替代技术的竞争透过提供可能减少对传统隔膜的需求的可行选择来阻碍电池隔膜市场。固态电池和其他先进能源储存技术等创新有可能提高效能、安全性、效率,并减少对传统电池隔离膜的依赖。这些替代技术还可能降低价格、改变市场偏好并挑战现有的分离器技术。随着新技术变得越来越普遍,电池製造商专注于整合这些替代技术,影响传统电池隔离膜的成长和市场占有率,并需要持续创新以保持竞争力。
新一代电池
新一代电池,例如固态电池和锂硫电池,需要能够满足更高能量密度和安全要求的隔膜。随着电动车 (EV) 市场和可再生能源储存的扩大,对高效、耐用且经济高效的分离器的需求不断增加。陶瓷涂层和多层设计等隔膜技术的创新正在提高电池性能、寿命和安全性,并且与下一代电池的开发相结合,正在推动电池隔膜市场的成长。
技术过时
随着固态电池电池和锂硫电池等技术变得越来越过时,传统的隔膜材料可能不再能够满足不断变化的安全性、能量密度和热稳定性要求。这给製造商带来了挑战,他们必须投资研发以跟上技术创新的步伐。此外,依赖传统分离器技术的公司可能会面临需求减少和升级或更换过时设备成本增加的问题,从而难以在快速发展的市场中进行盈利竞争,这将成为一个障碍。
COVID-19 大流行造成全球供应链中断并导致原材料和製造设备采购延迟,从而影响了电池隔膜市场。此外,由于封锁和限制,生产设施暂时关闭。这影响了电池隔膜的及时生产和交付。经济的不确定性导致电池产业的投资和计划延迟。然而,这场流行病凸显了可靠的能源储存解决方案的重要性,并可能增加对先进分离器的长期需求。
预计在预测期内尼龙细分市场将是最大的
由于其机械强度高且适合要求苛刻的电池应用,预计尼龙在预测期内将增长最快。尼龙隔膜在高温环境中特别有用,可降低短路和热失控的风险。然而,尼龙隔膜的製造成本相对高于聚丙烯和聚乙烯等替代品,限制了其广泛使用。随着电池技术的进步,对尼龙等耐用材料的需求可能会成长,特别是电动车和能源储存系统,但其成本仍然是关键的市场挑战。
工业领域预计在预测期内复合年增长率最高
由于电网、备用系统和重型机械等应用对能源储存解决方案的需求不断增加,预计工业领域在预测期内将出现最高的复合年增长率。随着向可再生能源的转变和工业电气化,对高性能和耐用电池系统的需求不断增加。电池隔膜是确保这些系统安全和高效的关键组件。工业应用通常需要大型、高容量电池,这增加了对具有高热稳定性、耐化学性和延长生命週期的先进隔膜的需求,从而进一步促进市场成长。
由于电动车产业和可再生能源储存系统的扩张,预计北美在预测期内将占据最大的市场占有率。该地区对永续性、技术进步和政府对电动车的激励措施的强烈关注正在推动对高性能电池隔膜的需求。此外,消费性电子产品和行动装置的兴起也有助于市场扩张。美国和加拿大主要汽车製造商和电池製造商的存在也支持了市场的成长轨迹。
由于对电动车和能源储存系统的需求不断增加,预计亚太地区在预测期内的复合年增长率最高。中国、日本和韩国等国家由于其强大的工业基础以及支持采用可再生能源和电动车的政府奖励,在电池生产方面处于领先地位。该地区丰富的製造设施和不断增加的锂离子电池技术投资是市场扩张的关键因素。此外,人们对环境永续发展的认识不断提高,加上减少碳排放的努力,也推动了对先进电池隔膜的需求,并确保了亚太地区市场的稳定成长。
According to Stratistics MRC, the Global Battery Separators Market is accounted for $7.4 billion in 2024 and is expected to reach $19.7 billion by 2030 growing at a CAGR of 17.7% during the forecast period. Battery separators are essential components in batteries that prevent direct contact between the positive and negative electrodes while allowing ionic movement between them. Typically made from porous materials such as polyethylene, polypropylene, or ceramic, separators ensure electrical insulation and maintain the integrity of the battery cell. They facilitate the flow of ions between the electrodes during charge and discharge cycles, contributing to the battery's efficiency and safety.
Growing demand for electric vehicles
Rising demand for EV adoption grows globally, manufacturers require advanced equipment to meet higher production volumes, improve battery quality, and reduce costs. This demand leads to investments in automation, precision machinery, and faster production lines to support mass production of lithium-ion and next-generation batteries. Additionally, EV manufacturers push for innovations in battery technologies, encouraging further development of specialized equipment. The expanding EV market fuels continuous advancements and scaling in battery manufacturing, accelerating the growth of the equipment market.
Competition from alternative technologies
Competition from alternative technologies hinders the Battery Separators Market by presenting viable options that may reduce the demand for traditional separators. Innovations such as solid-state batteries and other advanced energy storage technologies can offer enhanced performance, safety, and efficiency, potentially decreasing the reliance on conventional battery separators. These alternatives may also drive down prices and shift market preferences, challenging existing separator technologies. As new and emerging technologies gain traction, battery manufacturers may focus on integrating these alternatives, impacting the growth and market share of traditional battery separators and necessitating ongoing innovation to stay competitive.
Next-generation batteries
Next-generation batteries, such as solid-state and lithium-sulfur require separators capable of handling increased energy densities and improved safety requirements. As the electric vehicle (EV) market and renewable energy storage expand, the need for efficient, durable, and cost-effective separators grows. Innovations in separator technologies, like ceramic-coated and multi-layered designs, enhance battery performance, lifespan, and safety, fueling the battery separators market's growth in tandem with next-generation battery development.
Technological obsolescence
Technological obsolescence such as solid-state and lithium-sulfur, gain traction, traditional separator materials may fail to meet evolving requirements for safety, energy density, and thermal stability. This creates challenges for manufacturers who must invest in R&D to keep pace with innovations. Additionally, companies relying on older separator technologies may face reduced demand and increased costs to upgrade or replace obsolete equipment, hindering profitability and competitiveness in a rapidly advancing market.
The COVID-19 pandemic impacted the Battery Separators Market by causing disruptions in global supply chains, leading to delays in the procurement of raw materials and manufacturing equipment. Lockdowns and restrictions also resulted in temporary closures of production facilities. This affected the timely production and delivery of battery separators. Economic uncertainties led to postponed investments and projects in the battery sector. However, the pandemic underscored the importance of reliable energy storage solutions, potentially increasing long-term demand for advanced separators.
The nylon segment is expected to be the largest during the forecast period
The nylon is expected to be the largest during the forecast period by offering high mechanical strength and making it suitable for demanding battery applications. Nylon-based separators are especially useful in high-temperature environments, reducing the risk of short circuits and thermal runaway. However, the cost of producing nylon separators is relatively higher than alternatives like polypropylene or polyethylene, limiting its widespread adoption. As battery technologies evolve, particularly in electric vehicles and energy storage systems, the demand for durable materials like nylon could grow, though its cost remains a key market challenge.
The industrial segment is expected to have the highest CAGR during the forecast period
The industrial segment is expected to have the highest CAGR during the forecast period due to increased demand for energy storage solutions in applications like power grids, backup systems, and heavy machinery. With the shift toward renewable energy and electrification of industries, the need for high-performance, durable battery systems are growing. Battery separators, which ensure safety and efficiency in these systems, are crucial components. Industrial applications often require large-scale, high-capacity batteries, amplifying the demand for advanced separators that offer high thermal stability, chemical resistance, and prolonged life cycles, further propelling market growth in this sector.
North America is projected to hold the largest market share during the forecast period by the expanding electric vehicle industry and renewable energy storage systems. The region's strong focus on sustainability, technological advancements, and government incentives for EVs are fuelling demand for high-performance battery separators. Additionally, the rise in consumer electronics and portable devices further contributes to market expansion. The presence of major automotive and battery manufacturers in the U.S. and Canada is also bolstering the market's growth trajectory.
Asia Pacific is projected to witnesss the highest CAGR over the forecast period due to increased demand for electric vehicles and energy storage systems. Countries like China, Japan, and South Korea lead in battery production due to strong industrial bases and government incentives supporting renewable energy and EV adoption. The region's abundant manufacturing facilities and rising investments in lithium-ion battery technologies are key factors fueling market expansion. Additionally, growing awareness of environmental sustainability, coupled with initiatives to reduce carbon emissions, is pushing the demand for advanced battery separators, ensuring steady market growth in the Asia Pacific region.
Key players in the market
Some of the key players in Battery Separators market include Asahi Kasei Corporation, Celgard, LLC (Polypore International), Dreamweaver International, Entek International, Envision AESC Group Ltd., Evonik Industries AG, Foshan Jinhui Hi-tech Optoelectronic Material Co., Ltd., Freudenberg Performance Materials, Hunan Chinaly New Material Co., Ltd., Mitsubishi Chemical Corporation, SEMCORP (Shanghai Energy New Materials Technology), Shenzhen Senior Technology Material Co., Ltd., SK Innovation Co., Ltd., Sumitomo Chemical Co., Ltd., Targray Technology International, Inc., Teijin Limited, Toray Industries, Inc., Ube Industries, Ltd., W-SCOPE Corporation and Zhangjiagang Guotai Huarong Chemical New Material Co., Ltd.
In April 2024, Evonik partners with the University of Mainz. Commercialization of rPEG lipids designed to improve immunogenicity profile for nucleic acid delivery.
In March 2024, Evonik partners with Jland Biotech. This meets high market demand for vegan collagen for cosmetic and personal care applications
In March 2024, Freudenberg Sealing Technologies acquired Trygonal Group. The acquisition expands the current Freudenberg Xpress service offering, also allows a significantly expanded range of Freudenberg's own materials.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.