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市场调查报告书
商品编码
1812264

正极材料市场－全球产业规模、份额、趋势、机会及预测，依电池类型、应用、区域及竞争状况细分，2020-2030 年预测

Cathode Materials Market - Global Industry Size, Share, Trends, Opportunity & Forecast, Segmented By Battery Type, By Application, By Region & Competition, 2020-2030F
出版日期: | 出版商: TechSci Research | 英文 182 Pages | 商品交期: 2-3个工作天内

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简介目录

2024年，正极材料市场规模为315.5亿美元，预计到2030年将达到631.2亿美元，复合年增长率为12.25%。全球正极材料市场正在快速扩张，这得益于电动车（EV）、消费性电子产品、电网级储能係统（ESS）和工业设备等高成长领域对先进可充电电池的需求急剧增长。作为锂离子电池和新兴电池技术的关键性能决定性零件，正极材料在定义电池能量密度、热稳定性、生命週期和效率指标方面发挥决定性作用。

市场概况
预测期 2026-2030
2024年市场规模 315.5亿美元
2030年市场规模 631.2亿美元
2025-2030年复合年增长率 12.25%
成长最快的领域 铅酸电池
最大的市场 北美洲

随着全球电气化和脱碳化进程的加速，正极材料已成为电池供应链策略采购和创新的重中之重。从汽车原始设备製造商 (OEM) 和电池製造商到原材料加工商，各行业利益相关者都在有针对性地投资下一代正极化学技术、本地化生产中心和上游整合，旨在改善成本结构、最大限度地降低地缘政治风险，并满足差异化应用的性能目标。

电动车产能的扩大、再生能源电网中固定式储能的广泛部署，以及无钴和高镍配方的技术进步，将有助于市场持续成长。随着电池平台日益面向特定应用和性能，正极材料将成为保持竞争差异化、确保供应链安全以及实现跨多个垂直领域可持续能源转型的关键槓桿。

关键市场驱动因素

汽车产业的快速电气化

主要市场挑战

供应链约束和原料依赖

这些因素共同造成了不确定性，增加了製造成本，并阻碍了潜在的投资，从而减缓了市场扩张的步伐。

主要市场趋势

转向高镍和无钴阴极化学

这种材料的演变正在重新定义阴极生产标准，促使对合成技术、原料采购策略和电池结构设计的新投资。

目录

第 1 章：产品概述

第二章：研究方法

第三章：执行摘要

第四章：新冠疫情对全球正极材料市场的影响

第五章：正极材料市场展望

  • 市场规模和预测
    • 按价值和数量
  • 市场占有率和预测
    • 依电池类型（锂离子、铅酸、其他）
    • 按应用（汽车、消费性电子、电动工具、储能、其他）
    • 按地区
    • 按公司分类（2024 年）
  • 市场地图

第六章：北美正极材料市场展望

  • 市场规模和预测
  • 市场占有率和预测
  • 北美：国家分析
    • 美国
    • 加拿大
    • 墨西哥

第七章：欧洲正极材料市场展望

  • 市场规模和预测
  • 市场占有率和预测
  • 欧洲：国家分析
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙

第八章：亚太正极材料市场展望

  • 市场规模和预测
  • 市场占有率和预测
  • 亚太地区：国家分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

第九章：南美洲正极材料市场展望

  • 市场规模和预测
  • 市场占有率和预测
  • 南美洲：国家分析
    • 巴西
    • 阿根廷
    • 哥伦比亚

第十章：中东和非洲正极材料市场展望

  • 市场规模和预测
  • 市场占有率和预测
  • MEA：国家分析
    • 南非
    • 沙乌地阿拉伯
    • 阿联酋

第 11 章：市场动态

  • 驱动程式
  • 挑战

第 12 章：市场趋势与发展

  • 最新动态
  • 产品发布
  • 併购

第 13 章：全球正极材料市场：SWOT 分析

第 14 章：竞争格局

  • BASF SE
  • Targray Technology International Inc
  • L&F Co., Ltd
  • Johnson Matthey
  • Sumitomo Metal Mining Co., Ltd
  • Umicore
  • LG Chem, Ltd
  • EcoPro BM
  • Nichia Corporation
  • Toda Kogyo Corp

第 15 章：策略建议

第16章调查会社について・免责事项

简介目录
Product Code: 15060

The Cathode Materials market was valued at USD 31.55 Billion in 2024 and is expected to reach USD 63.12 Billion by 2030 with a CAGR of 12.25%. The global cathode materials market is undergoing rapid expansion, fueled by the sharp rise in demand for advanced rechargeable batteries across high-growth sectors such as electric vehicles (EVs), consumer electronics, grid-level energy storage systems (ESS), and industrial equipment. As the critical performance-determining component of lithium-ion and emerging battery technologies, cathode materials play a decisive role in defining battery energy density, thermal stability, lifecycle, and efficiency metrics.

Market Overview
Forecast Period2026-2030
Market Size 2024USD 31.55 Billion
Market Size 2030USD 63.12 Billion
CAGR 2025-203012.25%
Fastest Growing SegmentLead-acid
Largest MarketNorth America

With the accelerated global push toward electrification and decarbonization, cathode materials have moved to the forefront of strategic procurement and innovation within the battery supply chain. Industry stakeholders ranging from automotive OEMs and battery manufacturers to raw material processors are making targeted investments in next-generation cathode chemistries, localized production hubs, and upstream integration, aimed at improving cost structures, minimizing geopolitical risks, and meeting performance targets for differentiated applications.

The market is positioned for sustained growth, anchored by the scaling of EV manufacturing capacity, wider deployment of stationary storage in renewable energy grids, and technological advancements in cobalt-free and high-nickel formulations. As battery platforms become increasingly application-specific and performance-driven, cathode materials will serve as a critical lever for maintaining competitive differentiation, ensuring supply chain security, and enabling sustainable energy transitions across multiple verticals.

Key Market Drivers

Rapid Electrification of the Automotive Industry

The rapid electrification of the automotive industry is one of the most significant forces driving the growth of the global cathode materials market. As the global transportation sector undergoes a transformative shift from internal combustion engine (ICE) vehicles to electric vehicles (EVs), demand for high-performance batteries particularly lithium-ion batteries has surged. At the heart of these batteries lies the cathode material, which plays a critical role in determining a battery's capacity, energy density, lifespan, and safety. Electric vehicle (EV) adoption surged in 2023, with EVs accounting for nearly 20% of all new car sales globally. During the year, more than 14 million new electric cars were registered, pushing the total global EV fleet to over 40 million units. The exponential growth in EV sales driven by consumer demand, environmental concerns, and government mandates is directly translating into higher consumption of lithium-ion batteries. EVs such as battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hybrid electric vehicles (HEVs) rely heavily on cathode materials such as nickel cobalt manganese (NCM), nickel cobalt aluminum (NCA), and lithium iron phosphate (LFP). The push to deliver longer driving ranges and faster charging times requires cathodes with higher energy densities and enhanced thermal stability, thereby driving innovation and volume demand for advanced cathode chemistries. Global automotive giants are investing extensively in battery gigafactories, EV platforms, and vertical integration of battery supply chains. Companies such as Tesla, Volkswagen, Ford, BYD, and General Motors are not only ramping up EV production but also forming partnerships and joint ventures with cathode material suppliers to secure long-term supply. This vertical integration model ensures a steady and scalable demand pipeline for cathode materials as automakers seek to control quality, cost, and supply chain risk.

Governments across the world are introducing stringent emissions regulations and setting deadlines to ban new ICE vehicle sales accelerating the shift to electric mobility. Policies such as the European Green Deal, China's New Energy Vehicle (NEV) program, and the U.S. Inflation Reduction Act provide tax credits, purchase subsidies, and R&D funding for EVs and battery technologies. These initiatives significantly boost battery production, increasing consumption of cathode materials, especially those aligned with energy efficiency and safety standards. Consumer preferences are shifting toward EVs that offer higher driving range, faster charging, and better performance. To meet these expectations, battery makers are optimizing cathode chemistries with higher nickel content (such as NCM 811 and NCA) for improved energy density and lower cobalt content for cost efficiency. As a result, the demand for specific cathode materials especially those with high nickel and low cobalt compositions has seen a notable rise.

Key Market Challenges

Supply Chain Constraints and Raw Material Dependency

One of the most significant barriers to market growth is the limited availability and uneven geographic distribution of key raw materials used in cathode production, such as lithium, cobalt, nickel, and manganese.

Cobalt mining is heavily concentrated in the Democratic Republic of the Congo (DRC), while lithium and nickel supplies are dominated by a handful of countries like Chile, Australia, Indonesia, and China. This concentration creates geopolitical risk and market vulnerability to export restrictions, political instability, or labor issues. Prices of these critical minerals are highly volatile due to supply-demand imbalances and speculation, making it difficult for battery and cathode manufacturers to maintain cost stability and forecast long-term production costs. The lack of sufficient refining and processing infrastructure particularly outside of Asia has led to bottlenecks, delaying the delivery of high-purity materials required for advanced cathode formulations.

These factors collectively create uncertainty, increase manufacturing costs, and discourage potential investments, thereby slowing the pace of market expansion.

Key Market Trends

Shift Toward High-Nickel and Cobalt-Free Cathode Chemistries

One of the most prominent trends in the cathode materials market is the transition toward high-nickel and cobalt-free formulations to achieve higher energy density, reduce reliance on costly and ethically sensitive materials, and improve overall battery performance.

These offer higher energy density and longer driving range, which are critical for next-generation electric vehicles (EVs). Battery manufacturers are increasingly adopting these cathode types to meet evolving performance benchmarks in automotive and grid storage applications. Companies are investing in R&D to eliminate cobalt entirely due to its supply risks and ethical concerns. Cobalt-free cathodes are being explored for both cost efficiency and enhanced safety. Manufacturers are developing application-specific cathode materials for instance, LFP for budget EVs and energy storage, and high-Ni NCM/NCA for premium vehicles and aerospace.

This material evolution is redefining cathode production standards, prompting new investment in synthesis technologies, raw material procurement strategies, and cell architecture design.

Key Market Players

  • BASF SE
  • Targray Technology International Inc
  • L&F Co., Ltd
  • Johnson Matthey
  • Sumitomo Metal Mining Co., Ltd
  • Umicore
  • LG Chem, Ltd
  • EcoPro BM
  • Nichia Corporation
  • Toda Kogyo Corp

Report Scope:

In this report, the Global Cathode Materials Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Cathode Materials Market, By Battery Type:

  • Lithium-Ion
  • Lead-Acid
  • Other

Cathode Materials Market, By Application:

  • Pharmaceuticals
  • Nutraceuticals
  • Herbal Based Industries
  • Others

Cathode Materials Market, By Region:

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia-Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Cathode Materials Market.

Available Customizations:

Global Cathode Materials market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Impact of COVID 19 on Global Cathode Material Market

5. Cathode Materials Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value & Volume
  • 5.2. Market Share & Forecast
    • 5.2.1. By Battery Type (Lithium-Ion, Lead-Acid, Other)
    • 5.2.2. By Application (Automotive, Consumer Electronics, Power Tools, Energy Storage, Other)
    • 5.2.3. By Region
    • 5.2.4. By Company (2024)
  • 5.3. Market Map

6. North America Cathode Materials Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value & Volume
  • 6.2. Market Share & Forecast
    • 6.2.1. By Battery Type
    • 6.2.2. By Application
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Cathode Materials Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value & Volume
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Battery Type
        • 6.3.1.2.2. By Application
    • 6.3.2. Canada Cathode Materials Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value & Volume
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Battery Type
        • 6.3.2.2.2. By Application
    • 6.3.3. Mexico Cathode Materials Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value & Volume
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Battery Type
        • 6.3.3.2.2. By Application

7. Europe Cathode Materials Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value & Volume
  • 7.2. Market Share & Forecast
    • 7.2.1. By Battery Type
    • 7.2.2. By Application
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Cathode Materials Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value & Volume
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Battery Type
        • 7.3.1.2.2. By Application
    • 7.3.2. United Kingdom Cathode Materials Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value & Volume
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Battery Type
        • 7.3.2.2.2. By Application
    • 7.3.3. Italy Cathode Materials Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value & Volume
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Battery Type
        • 7.3.3.2.2. By Application
    • 7.3.4. France Cathode Materials Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value & Volume
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Battery Type
        • 7.3.4.2.2. By Application
    • 7.3.5. Spain Cathode Materials Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value & Volume
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Battery Type
        • 7.3.5.2.2. By Application

8. Asia-Pacific Cathode Materials Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value & Volume
  • 8.2. Market Share & Forecast
    • 8.2.1. By Battery Type
    • 8.2.2. By Application
    • 8.2.3. By Country
  • 8.3. Asia-Pacific: Country Analysis
    • 8.3.1. China Cathode Materials Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value & Volume
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Battery Type
        • 8.3.1.2.2. By Application
    • 8.3.2. India Cathode Materials Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value & Volume
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Battery Type
        • 8.3.2.2.2. By Application
    • 8.3.3. Japan Cathode Materials Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value & Volume
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Battery Type
        • 8.3.3.2.2. By Application
    • 8.3.4. South Korea Cathode Materials Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value & Volume
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Battery Type
        • 8.3.4.2.2. By Application
    • 8.3.5. Australia Cathode Materials Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value & Volume
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Battery Type
        • 8.3.5.2.2. By Application

9. South America Cathode Materials Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value & Volume
  • 9.2. Market Share & Forecast
    • 9.2.1. By Battery Type
    • 9.2.2. By Application
    • 9.2.3. By Country
  • 9.3. South America: Country Analysis
    • 9.3.1. Brazil Cathode Materials Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value & Volume
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Battery Type
        • 9.3.1.2.2. By Application
    • 9.3.2. Argentina Cathode Materials Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value & Volume
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Battery Type
        • 9.3.2.2.2. By Application
    • 9.3.3. Colombia Cathode Materials Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value & Volume
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Battery Type
        • 9.3.3.2.2. By Application

10. Middle East and Africa Cathode Materials Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value & Volume
  • 10.2. Market Share & Forecast
    • 10.2.1. By Battery Type
    • 10.2.2. By Application
    • 10.2.3. By Country
  • 10.3. MEA: Country Analysis
    • 10.3.1. South Africa Cathode Materials Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value & Volume
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Battery Type
        • 10.3.1.2.2. By Application
    • 10.3.2. Saudi Arabia Cathode Materials Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value & Volume
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Battery Type
        • 10.3.2.2.2. By Application
    • 10.3.3. UAE Cathode Materials Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value & Volume
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Battery Type
        • 10.3.3.2.2. By Application

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Recent Developments
  • 12.2. Product Launches
  • 12.3. Mergers & Acquisitions

13. Global Cathode Materials Market: SWOT Analysis

14. Competitive Landscape

  • 14.1. BASF SE
    • 14.1.1. Business Overview
    • 14.1.2. Product & Service Offerings
    • 14.1.3. Recent Developments
    • 14.1.4. Financials (If Listed)
    • 14.1.5. Key Personnel
    • 14.1.6. SWOT Analysis
  • 14.2. Targray Technology International Inc
  • 14.3. L&F Co., Ltd
  • 14.4. Johnson Matthey
  • 14.5. Sumitomo Metal Mining Co., Ltd
  • 14.6. Umicore
  • 14.7. LG Chem, Ltd
  • 14.8. EcoPro BM
  • 14.9. Nichia Corporation
  • 14.10.Toda Kogyo Corp

15. Strategic Recommendations

16. About Us & Disclaimer