四大锂离子电池材料市场及供应链管理分析

市场规模及成长率

2024年上半年，锂离子电池市场出货量较去年同期成长约23%，市场规模达到约515亿美元（以电池组价值计算）。儘管电动车需求成长放缓，但再生能源储能系统（ESS）的扩张成为关键驱动因素。

主要市场趋势

各大公司持续致力于扩大产能和推动技术创新，其中高电压、高能量密度电池和快速充电技术特别引人注目。为了满足降低成本和提升价格竞争力的需求，高性价比的磷酸锂铁电池（LFP）的采用率有所提升。CATL等各大公司也开发了磷酸铁锂电池（LMFP）等替代产品，以弥补磷酸铁锂电池的劣势。

此外，快速充电和高性能电池技术正在快速发展，预计采用4680电芯、成本更低、热稳定性更佳的电池将于2025年下半年投入商业化。

主要锂离子电池製造商现况

2024年，韩国三大电池製造商（LG Energy Solution、Samsung SDI和SK on）在M/S的总出货量占比将降至15.6%（207GWh），较前一年下降8个百分点。2023年，这三大製造商的总出货量为252GWh，占总出货量1,050GWh的24%。总出货量占比年减8个百分点，总出货量下降17.8%。

LG Energy Solution 以 128GWh 的出货量位居全球第三，年减 6%。Samsung SDI 以 48GWh 的出货量下降 17%，从第四位跌至第七位。 SK on的降幅最大，年减 46%，至 31GWh。

中国的CATL 以 474GWh 的出货量维持第一的位置，年增 24%。BYD紧随其后，出货量为 192GWh，年增 23%，这得益于其电动车销量突破 400万辆。 EVE 则以 80.4GWh 的出货量跃居第四，这得益于其储能系统（ESS）出货量成长 92.8%，超过 5,000万瓦时。CALB以64GWh（成长52%）的出货量升至第五位，其次是Guoxuan（50GWh，成长61%）和Sunwoda（34GWh，成长125%），分别位列第六和第九。

Panasonic是前十名中唯一的日本企业，2024年的出货量为42GWh，年减5%，排名从第五位跌至第八位。

全球市场变化与展望

随着美国IRA和欧洲Critical Raw Materials Act的实施，这些地区的电池市场预计将迅速扩张。受此影响，韩国、中国和日本的电池製造商正在加速本地投资，四大材料製造商也纷纷以单独或合资的形式进入市场。与全球汽车製造商的直接供应协议也正在兴起。展望未来，成功在这些地区抢先的材料供应商可望在重塑产业竞争格局中发挥关键作用。

本报告对全球锂离子电池市场进行了分析，并提供了四大主要材料（正极、负极、电解液和隔膜）的市场趋势和供应链状况资讯。

目录

第1章 EV/LIB市场动态

• 全球EV/LIB市场回顾与预测
• 主要锂离子电池製造商的电池（xEV/ESS）出货量（2024年）
• 各锂离子电池公司出货量趋势及预测：依年份
• 主要锂离子电池公司开工率趋势
• 电动车中长期市场展望（～2035年）
• ESS中长期市场展望（～2035年）
• 全球电池供需展望
• 北美/欧洲电池供需展望
• （参考）电池使用量与出货量比较
• （参考）四大主要电池供应商的运用逻辑材料

第2章 正极市场回顾与预测

• 正极需求趋势
  • 正极需求趋势：依化学类型（2023-2024）
  • 正极需求趋势：依地区（2023-2024）
  • 正极需求趋势：依应用（2023-2024）
  • 正极消费趋势：依电池製造商
  • 正极消费预测
• 正极製造商市场占有率
  • 正极市场占有率：依製造商
  • 正极市场占有率：依製造商（2024）
  • 正极市场占有率：依製造商（2025）
• 正极市场供应链管理 - 三元/LFP（2024）
• 正极市场供应链管理 - 三元/LFP（2025）
• 正极市场预测（中长期）
  • 正极需求预测：依地区和化学（2023-2035）
  • 正极产能预测（2023-2035）
• 正极材料价格趋势
  • 正极价格趋势：依类型（2020年第一季 -2025年第一季）
  • 正极前驱体价格趋势：依类型
  • 电池金属价格趋势：依类型
• 主要正极厂商趋势

第3章 负极市场回顾与预测

• 全球负极市场回顾与预测预测
• 阳极需求趋势
  • 阳极需求趋势：依化学类型（2023-2024）
  • 阳极需求趋势：依地区（2023-2024）
  • 阳极需求趋势：依应用（2023-2024）
  • 阳极消费趋势：依电池製造商
  • 阳极消费预测
• 阳极製造商市场占有率
  • 阳极市场占有率：依製造商
  • 阳极市场占有率：依製造商（2024）
  • 阳极市场占有率：依製造商（2025）
• SCM 阳极市场 - NG/AG/Si 阳极（2024）
• SCM 阳极市场 - NG/AG/Si 阳极（2025）
• 阳极市场预测（2025年中期至2026年）（长期）
  • 阳极需求预测：依地区和化学（2023-2035）
  • 阳极产能预测（2023-2035）
• 阳极和材料价格趋势
  • 石墨阳极价格趋势：依类型（2020年第一季 -2025年第一季）
  • 阳极原料价格趋势：依类型
• 主要阳极製造商趋势

第4章 隔膜市场回顾与预测

• 全球隔膜市场回顾与预测
• 隔膜需求趋势
  • 隔膜需求趋势：依类型（2023-2024）
  • 隔膜需求趋势：依地区（2023-2024）
  • 隔膜需求趋势：依应用（2023-2024）
  • 隔板消费趋势：依电池製造商
  • 隔膜消费预测
• 隔膜製造商市场占有率
  • 隔膜市场占有率：依製造商
  • 隔膜市场占有率：依製造商（2024）
  • 隔膜市场占有率：依製造商（2025）
• SCM-EV/ESS/CE 隔膜市场（2024）
• SCM-EV/ESS/CE 隔膜市场（2025）
• 隔膜市场预测（中长期）
  • 隔膜需求预测（2023-2035）
  • 隔膜产能预测（2023-2035）
• 隔膜价格趋势
  • 隔膜价格趋势：依类型（Q1 （2020-2025年第一季）
• 主要隔膜製造商趋势

第5章 电解液市场回顾与预测

• 全球电解液市场回顾与预测
• 电解液需求趋势
  • 电解液需求趋势：依电池类型（2023-2024）
  • 电解液需求趋势：依地区（2023-2024）
  • 电解液需求趋势：依应用（2023-2024）
  • 电解液消耗趋势：依电池製造商
  • 电解液消耗预测
• 电解液製造商市场占有率
  • 电解液市场占有率：依製造商
  • 电解液市场占有率：依製造商（2024）
  • 电解液市场占有率：依製造商（2025）
• 电解液市场供应链管理（2024）
• 电解液市场供应链管理（2025）
• 电解液市场预测（中长期）
  • 电解液需求预测（2023-2035）
  • 电解液产能预测（2023-2035）
• 电解液及材料价格趋势
  • 电解液价格趋势：依类型（2020年第一季 -2025年第一季）
  • 溶剂价格趋势：依类型（2020年第一季 -2025年第一季）
  • 锂盐价格趋势（2020年第一季 -2025年第一季）
  • 添加剂价格趋势（2020年第一季 -2025年第一季）2025）
• 主要电解液製造商趋势

1. Introduction

Report Overview

This report aims to analyze the lithium-ion battery (LIB) market and supply chain management (SCM) trends for each half of 2024 (H1/H2), and to comprehensively review the market trends of the four key materials-cathode, anode, electrolyte, and separator-for the first half of 2025.

Overview of Lithium-ion Batteries (LIB)

LIBs are widely used energy storage devices across various sectors such as portable electronics, electric vehicles (EVs), and energy storage systems (ESS). The key components of LIBs are cathode, anode, electrolyte, and separator. The quality and performance of these four major materials directly determine the efficiency and lifespan of the battery.

Importance of the 4 Major Materials

The cathode, anode, electrolyte, and separator each play a critical role in lithium-ion storage and movement, electrical characteristics, and safety. The performance and cost of a battery vary depending on the composition and properties of each material. Therefore, understanding market trends and supply chain conditions of these materials is essential for developing successful strategies in the LIB industry.

2. LIB Market Overview in 2024

Market Size and Growth Rate

In the first half of 2024, the LIB market grew approximately 23% YoY in terms of shipments, reaching a market size of around USD 51.5 billion based on pack value. While growth in EV demand slowed, the expansion of energy storage systems (ESS) for renewable energy emerged as a key growth driver.

Key Market Trends

Major players continued to focus on expanding production capacity and driving technological innovation, with high-voltage, high-energy-density batteries and fast-charging technologies drawing particular attention. In response to demands for cost reduction and improved price competitiveness, the adoption of cost-effective LFP batteries increased. Leading companies such as CATL also made efforts to offset LFP's weaknesses by developing alternatives like LMFP.

Additionally, rapid progress in fast-charging and high-performance battery technologies was observed, with expectations for the commercial launch of improved cost and thermal stability batteries using 4680 cells in the second half of 2025.

Status of Major LIB Manufacturers

The combined M/S of Korea's top three battery manufacturers (LG Energy Solution, Samsung SDI, SK on) in the EV/ESS sector dropped to 15.6% (207GWh) in 2024, down 8 percentage points from the previous year. In 2023, they accounted for 24% of the total 1,050GWh with a combined volume of 252GWh. The M/S decreased by 8 percentage points YoY, while total shipments fell by 17.8%.

LG Energy Solution posted a 6% decline YoY to 128GWh, ranking 3rd globally. Samsung SDI saw a 17% drop to 48GWh, falling from 4th to 7th place. SK on experienced the sharpest decline, dropping 46% YoY to 31GWh and falling to 10th place, largely due to delayed EV OEM orders.

China's CATL maintained its dominant No. 1 position with 24% YoY growth, reaching 474GWh. BYD followed with 192GWh, up 23% YoY, backed by EV sales exceeding 4 million units. EVE surged to 4th place with 80.4GWh, driven by over 50GWh in ESS shipments-a 92.8% increase. CALB rose to 5th with 64GWh (52% growth), while Guoxuan (50GWh, +61%) and Sunwoda (34GWh, +125%) ranked 6th and 9th, respectively.

Panasonic, the only Japanese company in the Top 10, recorded 42GWh in 2024, falling from 5th to 8th with a 5% YoY decline.

Changes and Outlook in the Global Market

With the implementation of the IRA in the U.S. and the Critical Raw Materials Act in Europe, the battery markets in these regions are expected to expand rapidly. In response, Korean, Chinese, and Japanese battery manufacturers are accelerating local investments, accompanied by 4 major materials suppliers either entering the market independently or through joint ventures. Direct supply contracts with global automotive OEMs are also emerging. Going forward, materials suppliers that successfully establish an early foothold in these regions are likely to play a key role in reshaping the industry's competitive landscape.

3. Report Contents

Detailed Analysis of the 2024 LIB and 4 Major Materials Markets

The first section provides an overview of the downstream LIB markets from Q1 2023 to Q1 2024, along with annual and mid-to-long-term outlooks. It includes SNE's insights into the global LIB markets by region and application-covering consumer electronics (CE), electric vehicles (xEVs), and energy storage systems (ESS)-as well as the 2025 annual forecast.

The second section offers an in-depth analysis of key LIB materials manufacturers in Korea, China, and Japan. It covers production capacities and supply volumes of major global companies, as well as detailed supply chain (SCM) structures for each material. Additionally, it examines pricing trends of major materials and raw materials from 2020 to Q1 2024, and provides market outlooks for 2024 and 2025.

The final section breaks down major material suppliers by country (Korea, China, Japan), reviewing their business history, current status, and product offerings. It also includes a comprehensive review of the Top 10 leading companies for each material.

4. Strong Points of This Report

(1) Insight into Recent Market Trends:

The report provides a comprehensive overview of global market trends and key developments in the LIB 4 major materials sector, including demand patterns and supplier performance. It offers in-depth analysis by material type, region, and application.

(2) Supplier and Demand-Side Analysis:

Detailed data is provided on supply status by major LIB material suppliers and demand by cell manufacturers. It also includes price trends and annual forecasts for each material, along with quarterly updates on leading Korean, Chinese, and Japanese producers. Readers can also review supplier rankings and product-specific standings over the past three years.

(3) SCM Overview:

Provides an overview of major LIB manufacturers' supply chains for the 4 major materials.

(4) Analysis of Material Usage Trends:

Details quarterly changes in material usage by key LIB makers from Q1 2023 to Q1 2025.

(5) 2025 Outlook and Mid-to-Long-Term Forecast Through 2035:

Based on 2023-2024 performance data, offers a 2025 market outlook and long-term forecasts through 2035 to support procurement strategies.

This report is published semiannually to provide a comprehensive understanding of the lithium-ion battery and 4 major materials markets, and is expected to serve as a key reference for future market forecasting.

Table of Contents

1. EV / LIB Market Dynamics

• Global EV/LIB Market Review & Forecast
• 1.1. Major LIB Companies Battery (xEV/ESS) Shipments in 2024
• 1.2. Trend and forecast of LIB company shipments by year (Shipment)
• 1.3. Trends in major LIB companies' utilization rates
• 1.4. EV mid- to long-term market outlook (~2035)
• 1.5. ESS mid- to long-term market outlook (~2035)
• 1.6. Global Battery Supply and Demand Outlook
• 1.7. North America/Europe Battery Supply and Demand Outlook
• (Reference) Battery Usage vs. Shipment Volume
• (Reference) Usage Logic of the Four Major Materials

2. Cathode Market Review & Forecast

• 2.1. Cathode Demand Trends
  • 2.1.1. Cathode Demand Trends by Chemical type ('23 ~ '24)
  • 2.1.2. Cathode Demand Trends by Region ('23 ~ '24)
  • 2.1.3. Cathode Demand Trends by Application ('23 ~ '24)
  • 2.1.4. Cathode Consumption Trends by Cell makers
  • 2.1.5. Cathode Consumption Forecast
• 2.2. Cathode Manufacturers Market Share
  • 2.2.1. Cathode Market Share by Manufacturers
  • 2.2.2. Cathode Market Share by Manufacturers (2024)
  • 2.2.3. Cathode Market Share by Manufacturers (2025F)
• 2.3. Cathode Market SCM (2024) - Ternary / LFP
• 2.3. Cathode Market SCM (2025F) - Ternary / LFP
• 2.4. Cathode Market Forecast (Mid-to-Long term)
  • 2.4.1. Cathode Demand Forecast ('23 ~ '35) by Region / Chem.
  • 2.4.2. Cathode Production Capacity Forecast ('23 ~'35)
• 2.5. Cathode & Materials Price Trends
  • 2.5.1. Cathode Price Trends by Type ('20.1Q ~'25.1Q)
  • 2.5.2. Cathode Precursor Price Trends by Type
  • 2.5.3. Battery Metal Price Trends by Type
• 2.6. Major Cathode Manufacturers Trends

3. Anode Market Review & Forecast

• Global Anode Market Review & Forecast
• 3.1. Anode Demand Trends
  • 3.1.1. Anode Demand Trends by Chemical type ('23 ~ '24)
  • 3.1.2. Anode Demand Trends by Region ('23 ~ '24)
  • 3.1.3. Anode Demand Trends by Application ('23 ~ '24)
  • 3.1.4. Anode Consumption Trends by Cell Makers
  • 3.1.5. Anode Consumption Forecast
• 3.2. Anode Manufacturers Market Share
  • 3.2.1. Anode Market Share by Manufacturers
  • 3.2.2. Anode Market Share by Manufacturers (2024)
  • 3.2.3. Anode Market Share by Manufacturers (2025F)
• 3.3. Anode Market SCM (2024) - NG / AG / Si anode
• 3.3. Anode Market SCM (2025F) - NG / AG / Si anode
• 3.4. Anode Market Forecast (Mid-to-Long term)
  • 3.4.1. Anode Demand Forecast ('23 ~ '35) by Region / Chem
  • 3.4.2. Anode Production Capacity Forecast ('23 ~'35)
• 3.5. Anode & Materials Price Trends
  • 3.5.1. Graphite Anode Price Trends by Type ('20.1Q ~'25.1Q)
  • 3.5.2. Anode Raw materials Price Trends by Type
• 3.6. Major Anode Manufacturers Trends

4. Separator Market Review & Forecast

• Global Separator Market Review & Forecast
• 4.1Separator Demand Trends
  • 4.1.1. Separator Demand Trends by Type ('23 ~ '24)
  • 4.1.2. Separator Demand Trends by Region ('23 ~ '24)
  • 4.1.3. Separator Demand Trends by Application ('23 ~ '24)
  • 4.1.4. Separator Consumption Trends by Cell makers
  • 4.1.5. Separator Consumption Forecast
• 4.2. Separator Manufacturers Market Share
  • 4.2.1. Separator Market Share by Manufacturers
  • 4.2.2. Separator Market Share by Manufacturers (2024)
  • 4.2.3. Separator Market Share by Manufacturers (2025F)
• 4.3. Separator Market SCM (2024) - EV / ESS / CE
• 4.3. Separator Market SCM (2025F) - EV / ESS / CE
• 4.4. Separator Market Forecast (Mid-to-Long term)
  • 4.4.1. Separator Demand Forecast ('23 ~'35)
  • 4.4.2. Separator Production Capacity Forecast ('23 ~'35)
• 4.5. Separator Price Trends
  • 4.5.1. Separator Price Trends by Type ('20.1Q ~'25.1Q)
• 4.6. Major Separator Manufacturers Trends

5. Electrolyte Market Review & Forecast

• Global Electrolyte Market Review & Forecast
• 5.1. Electrolyte Demand Trends
  • 5.1.1. Electrolyte Demand Trends by Battery type ('23 ~ '24)
  • 5.1.2. Electrolyte Demand Trends by Region ('23 ~ '24)
  • 5.1.3. Electrolyte Demand Trends by Application ('23 ~ '24)
  • 5.1.4. Electrolyte Consumption Trends by Cell makers
  • 5.1.5. Electrolyte Consumption Forecast
• 5.2. Electrolyte Manufacturers Market Share
  • 5.2.1. Electrolyte Market Share by Manufacturers
  • 5.2.2. Electrolyte Market Share by Manufacturers (2024)
  • 5.2.3. Electrolyte Market Share by Manufacturers (2025F)
• 5.3. Electrolyte Market SCM (2024)
• 5.3. Electrolyte Market SCM (2025F)
• 5.4. Electrolyte Market Forecast (Mid-to-Long term)
  • 5.4.1. Electrolyte Demand Forecast ('23 ~'35)
  • 5.4.2. Electrolyte Production Capacity Forecast ('23 ~'35)
• 5.5. Electrolyte & Materials Price Trends
  • 5.5.1. Electrolyte Price Trends by Type ('20.1Q ~'25.1Q)
  • 5.5.2. Solvents Price Trends by Type ('20.1Q ~'25.1Q)
  • 5.5.3. Lithium Salts Price Trends ('20.1Q ~'25.1Q)
  • 5.5.4. Additives Price Trends ('20.1Q ~'25.1Q)
• 5.6. Major Electrolyte Manufacturers Trends