替代正极材料市场－全球产业规模、份额、趋势、机会和预测，按电池类型、最终用户、材料类型、地区和竞争格局划分，2020-2030年预测

2024年全球替代正极材料市场规模为297.6亿美元，预计到2030年将以7.22%的复合年增长率增长至452.2亿美元。替代正极材料是一类用于锂离子电池的化合物，旨在突破传统的重钴化学体系，并提供更优异的性能。这些材料，包括磷酸铁锂和富镍配方，旨在提高能量密度、循环寿命和热稳定性。市场扩张的主要驱动力是电动车和再生能源储存领域对锂离子电池日益增长的全球需求。

主要市场驱动因素

电动车在全球的快速普及是推动替代正极材料市场发展的关键催化剂。随着汽车製造商的转型，对高性能、低成本且可持续来源的锂离子电池正极材料的需求显着增长，从而推动了对传统钴基材料以外的其他材料的探索。

主要市场挑战

建立新的生产基础设施所需的大量资本投资，对全球替代正极材料市场构成了重大挑战。开发和商业化新型替代正极材料化学体系，需要投入大量资金用于研发和建造专用生产设施。

主要市场趋势

固态电池正极材料的加速研发和应用标誌着电池架构向下一代架构迈出了关键一步。这一趋势需要开发针对固态电解质优化的新型正极配方，为电动车提供更高的能量密度、更佳的安全性和更快的充电速度。

目录

第一章：产品概述

第二章：研究方法

第三章：执行概要

第四章：客户之声

第五章：全球替代正极材料市场展望

• 市场规模及预测
  • 按价值
• 市占率及预测
  • 依电池类型（锂离子电池、铅酸电池、其他）
  • 依最终用户分类（汽车、消费性电子产品、电动工具、储能係统 (ESS)、其他）
  • 依材料类型（镍锰钴酸锂 (NMC)、镍钴铝酸锂 (NCA)、磷酸铁锂 (LFP)、锰酸锂 (LMO)、其他）
  • 按地区
  • 按公司（2024 年）
• 市场地图

第六章：北美替代阴极材料市场展望

• 市场规模及预测
• 市占率及预测
• 北美洲：国家分析
  • 美国
  • 加拿大
  • 墨西哥

第七章：欧洲替代阴极材料市场展望

• 市场规模及预测
• 市占率及预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章：亚太地区替代正极材料市场展望

• 市场规模及预测
• 市占率及预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲替代正极材料市场展望

• 市场规模及预测
• 市占率及预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿联酋
  • 南非

第十章：南美洲替代正极材料市场展望

• 市场规模及预测
• 市占率及预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第十一章：市场动态

• 司机
• 挑战

第十二章：市场趋势与发展

• 併购
• 产品发布
• 最新进展

第十三章：全球替代正极材料市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的潜力
• 供应商议价能力
• 顾客的力量
• 替代产品的威胁

第十五章：竞争格局

• NEI Corporation
• Targray Technology International Inc.
• Mitsubishi Electric Corporation
• BASF SE
• Nippon Chemical Industrial CO., LTD.
• LG Chem Ltd.
• POSCO
• American Elements
• Johnson Matthey
• Umicore NV

第十六章：策略建议

第17章调查会社について・免责事项

The Global Alternative Cathode Material Market, valued at USD 29.76 Billion in 2024, is projected to experience a CAGR of 7.22% to reach USD 45.22 Billion by 2030. Alternative cathode materials represent a class of compounds utilized in lithium-ion batteries, designed to move beyond traditional cobalt-heavy chemistries and offer enhanced characteristics. These materials, including lithium iron phosphate and nickel-rich formulations, are developed to improve energy density, cycle life, and thermal stability. Market expansion is primarily propelled by the burgeoning global demand for lithium-ion batteries within the electric vehicle and renewable energy storage sectors.

Key Market Drivers

The rapid global adoption of Electric Vehicles (EVs) stands as a pivotal catalyst for the alternative cathode material market. As automotive manufacturers transition, the demand for high-performance, cost-effective, and sustainably sourced lithium-ion battery cathode chemistries escalates significantly, driving the exploration of materials beyond traditional cobalt options.

Key Market Challenges

The substantial capital investment required for establishing new manufacturing infrastructure presents a significant challenging factor for the Global Alternative Cathode Material Market. Developing and commercializing novel alternative cathode material chemistries necessitates considerable financial outlay for research, development, and the construction of specialized production facilities. This high barrier to entry limits the participation of new companies and innovative startups, consolidating market control among a few large, established players.

Key Market Trends

The accelerated development and adoption of solid-state battery cathode materials represents a pivotal shift towards next-generation battery architecture. This trend necessitates new cathode formulations optimized for solid electrolytes, offering inherently higher energy densities, improved safety, and quicker charging for electric vehicles. Companies are intensely focused on developing and mass-producing cathode materials compatible with these novel solid electrolytes.

Key Market Players

• NEI Corporation
• Targray Technology International Inc.
• Mitsubishi Electric Corporation
• BASF SE
• Nippon Chemical Industrial CO., LTD.
• LG Chem Ltd.
• POSCO
• American Elements
• Johnson Matthey
• Umicore N.V.

Report Scope:

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

Alternative Cathode Material Market, By Battery Type:

• Lithium-Ion Batteries
• Lead-Acid Batteries
• Others

Alternative Cathode Material Market, By End User:

• Automotive
• Consumer Electronics
• Power Tools
• Energy Storage Systems (ESS)
• Others

Alternative Cathode Material Market, By Material Type:

• Lithium Nickel Manganese Cobalt Oxide (NMC)
• Lithium Nickel Cobalt Aluminium Oxide (NCA)
• Lithium Iron Phosphate (LFP)
• Lithium Manganese Oxide (LMO)
• Others

Alternative Cathode Material 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 presents in the Global Alternative Cathode Material Market.

Available Customizations:

Global Alternative Cathode Material 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. Voice of Customer

5. Global Alternative Cathode Material Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Battery Type (Lithium-Ion Batteries, Lead-Acid Batteries, Others)
  • 5.2.2. By End User (Automotive, Consumer Electronics, Power Tools, Energy Storage Systems (ESS), Others)
  • 5.2.3. By Material Type (Lithium Nickel Manganese Cobalt Oxide (NMC), Lithium Nickel Cobalt Aluminium Oxide (NCA), Lithium Iron Phosphate (LFP), Lithium Manganese Oxide (LMO), Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2024)
• 5.3. Market Map

6. North America Alternative Cathode Material Market Outlook

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

7. Europe Alternative Cathode Material Market Outlook

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

8. Asia Pacific Alternative Cathode Material Market Outlook

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

9. Middle East & Africa Alternative Cathode Material Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Battery Type
  • 9.2.2. By End User
  • 9.2.3. By Material Type
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Alternative Cathode Material Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Battery Type
      • 9.3.1.2.2. By End User
      • 9.3.1.2.3. By Material Type
  • 9.3.2. UAE Alternative Cathode Material Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Battery Type
      • 9.3.2.2.2. By End User
      • 9.3.2.2.3. By Material Type
  • 9.3.3. South Africa Alternative Cathode Material Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Battery Type
      • 9.3.3.2.2. By End User
      • 9.3.3.2.3. By Material Type

10. South America Alternative Cathode Material Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Battery Type
  • 10.2.2. By End User
  • 10.2.3. By Material Type
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Alternative Cathode Material Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Battery Type
      • 10.3.1.2.2. By End User
      • 10.3.1.2.3. By Material Type
  • 10.3.2. Colombia Alternative Cathode Material Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Battery Type
      • 10.3.2.2.2. By End User
      • 10.3.2.2.3. By Material Type
  • 10.3.3. Argentina Alternative Cathode Material Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Battery Type
      • 10.3.3.2.2. By End User
      • 10.3.3.2.3. By Material Type

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Alternative Cathode Material Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. NEI Corporation
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Targray Technology International Inc.
• 15.3. Mitsubishi Electric Corporation
• 15.4. BASF SE
• 15.5. Nippon Chemical Industrial CO., LTD.
• 15.6. LG Chem Ltd.
• 15.7. POSCO
• 15.8. American Elements
• 15.9. Johnson Matthey
• 15.10. Umicore N.V.

16. Strategic Recommendations

17. About Us & Disclaimer