全球LFP阴极粉末市场规模（按产品类型、应用、区域范围和预测）

LFP正极粉市场规模及预测

2024 年 LFP 正极粉末市场规模价值 197.7 亿美元，预计到 2032 年将达到 304 亿美元，2026 年至 2032 年的复合年增长率为 6.10%。

磷酸锂铁（LFP）正极粉末（LiFePO4）是锂离子电池的主要材料。它们以高安全性、长循环寿命和热稳定性而着称，使其成为各种应用的经济选择，尤其是电动车（EV）和能源储存系统。

LFP 电池的标称电压约为 3.2 伏，以其高额定电流和耐用性而闻名，在正常条件下可进行超过 3,000 次充电循环。这使得 LFP 成为现有锂离子化学材料的有吸引力的替代品，特别是在需要在高负载电流和长时间使用下保持稳定性能的应用中，例如电网能源储存和备用电源系统。

LFP正极粉末的全球市场动态

影响LFP阴极粉末市场的关键市场动态是：

关键市场驱动因素

电动车 (EV) 普及率的快速增长：电动车 (EV) 的广泛普及是 LFP 阴极粉末市场的主要驱动力，因为 LFP 电池因其安全特性、延长的循环寿命和低成本而被电动车广泛采用。根据国际能源总署 (IEA) 的报告，2021 年全球电动车销量将达到 660 万辆，是 2020 年的两倍多，是 2019 年的三倍多。 IEA 还报告称，2021 年全球汽车销量的 10% 左右将是电动车，是 2019 年市场占有率的四倍。电动车使用量的激增推动了对电动车电池中使用的 LFP 正极粉末的需求。

可再生能源储存市场的扩张：可再生能源产业的扩张和对大规模能源储存解决方案的需求正在推动对LFP电池的需求，从而推动LFP正极粉市场的发展。根据国际可再生能源机构（IRENA）预测，2020年底全球可再生能源发电装置容量将达到2,799万千瓦，其中太阳能发电装置容量为127千万瓦，风电装置容量为111千万瓦。根据IRENA预测，到2030年，全球电池储能总装置容量将从2017年的30GWh增加到420GWh以上。可再生能源和储能能力的快速发展正在推动固定储能係统对LFP阴极粉末的需求。

消费性电子产品需求不断增长：家用电子电器（主要是智慧型手机、笔记型电脑和平板电脑）的需求不断增长也是 LFP 阴极粉末市场的主要驱动力。 LFP 电池在这些装置中的应用越来越多，因为它们安全且使用寿命长。根据国际数据公司（IDC）预测，2021年全球智慧型手机出货量将达13.5亿台，较2020年成长5.7%。根据IDC预测，2020年全球平板电脑市场出货量为1.641亿台，与前一年同期比较成长14.8%。消费性电子产品的持续成长推动了对这些设备电池中 LFP 阴极粉末的需求。

主要问题

能量密度较低：LFP 电池的能量密度低于 NMC 和 NCA 等其他锂离子化学电池。这使得它们不适合需要高能量密度的应用，例如远距电动车。能量密度降低是由于 LFP 的工作电压较低（约 3.2V）。

自放电率高：LFP电池的自放电率比传统锂离子电池更高。这意味着不使用时电量会迅速减少。它们的高自放电率限制了它们在需要长期储存的应用中的适用性。

高温性能有限：LFP 电池的动作温度范围比其他锂离子化学电池更窄。它们在极高温度下性能不佳，限制了其循环寿命和安全性。这限制了它们在炎热地区和环境中的应用。

主要趋势

电动车需求不断增长：电动车 (EV) 市场正在快速扩张，推动对 LFP 阴极粉末的需求。 LFP 电池因其安全性、长循环寿命和成本效益而在电动车应用中越来越受欢迎。随着越来越多的製造商在其电动车车型中采用 LFP 技术，LFP 阴极粉末市场预计将大幅成长。

扩大能源储存系统係统：在能源储存系统(ESS) 中使用 LFP 阴极是一种趋势。随着可再生能源的使用范围不断扩大，LFP 电池对于电网稳定性和能源管理变得越来越重要。它们具有高安全性和长循环寿命，非常适合可再生能源储存、尖峰负载削减和备用电源解决方案等应用，可能会进一步推动市场成长。

政府支持和奖励：许多政府都在支持 LFP 技术的发展，特别是在能源转型和电动车供应链本地化的背景下。 LFP 市场对製造商的财务奖励包括税收减免、津贴和补贴。政府的支持不仅会增加产能，还会刺激LFP阴极技术的创新和投资，进而形成更强劲的市场环境。

目录

第一章 全球正极粉市场介绍

• 市场概览
• 研究范围
• 先决条件

第二章执行摘要

第三章：已验证的市场研究调查方法

• 资料探勘
• 验证
• 第一手资料
• 资料来源列表

第四章 LFP 正极粉末全球市场展望

• 概述
• 市场动态
  • 驱动程式
  • 限制因素
  • 机会
• 波特五力模型
• 价值链分析

第五章全球LFP正极粉末市场（依产品类型）

• 概述
• 奈米磷酸铁锂
• 美光磷酸铁锂

6. 全球LFP正极粉末市场（依应用）

• 概述
• 汽车领域
• 发电
• 工业的
• 其他的

7. 全球LFP正极粉末市场（按地区）

• 概述
• 北美洲
  • 美国
  • 加拿大
  • 墨西哥
• 欧洲
  • 德国
  • 英国
  • 法国
  • 其他欧洲国家
• 亚太地区
  • 中国
  • 日本
  • 印度
  • 其他亚太地区
• 其他的
  • 拉丁美洲
  • 中东和非洲

8. 全球LFP正极粉末市场竞争格局

• 概述
• 各公司市场排名
• 重点发展策略

第九章 公司简介

• Targray
• Pulead Technology Industry
• Corporation
• Johnson Matthey
• Aleees
• Lithium Australia
• Sumitomo Osaka Cement
• BASF
• Guizhou Anda Energy
• Formosa Lithium Iron Oxide
• Novarials Corporation
• Tianjin STL Energy Technology

第十章 附录

• 相关调查

LFP Cathode Powder Market Size And Forecast

LFP Cathode Powder Market size was valued at USD 19.77 Billion in 2024 and is projected to reach USD 30.4 Billion by 2032, growing at a CAGR of 6.10% from 2026 to 2032.

Lithium Iron Phosphate (LFP) cathode powder (LiFePO4) is a major material used in lithium-ion batteries. It is noted for its high safety, extended cycle life, and thermal stability, making it an economical alternative for a variety of applications, particularly electric vehicles (EVs) and energy storage systems.

LFP batteries have a nominal voltage of about 3.2 volts and are known for their high current rating and endurance, with over 3,000 charge cycles under ordinary conditions. This makes LFP an appealing option to existing lithium-ion chemistries, particularly in applications that require consistent performance under high load currents and extended use, such as grid energy storage and backup power systems.

Global LFP Cathode Powder Market Dynamics

The key market dynamics that are shaping the LFP cathode powder market include:

Key Market Drivers:

Rapid Growth in Electric Vehicle (EV) Adoption: The growing popularity of electric vehicles is a major driver of the LFP cathode powder market, as LFP batteries are widely employed in EVs due to their safety, extended cycle life, and low cost. The International Energy Agency (IEA) reports that global electric car sales reached 6.6 million in 2021, more than doubling from 2020 and tripling from 2019. The IEA also reports that in 2021, approximately 10% of worldwide car sales were electric, four times the market share in 2019. This spike in EV usage is driving up demand for LFP cathode powder, which is used in EV batteries.

Expanding Renewable Energy Storage Market: The expanding renewable energy industry and the necessity for large-scale energy storage solutions are driving demand for LFP batteries, which is boosting the LFP cathode powder market. According to the International Renewable Energy Agency (IRENA), the global installed capacity for renewable electricity reached 2,799 GW by the end of 2020, with solar and wind accounting for 127 GW and 111 GW of new installations, respectively. According to IRENA, by 2030, the total installed battery storage capacity will have increased from 30 GWh in 2017 to more than 420 GWh. The tremendous development in renewable energy and storage capacity is driving up demand for LFP cathode powder, which is utilized in stationary energy storage systems.

Increasing Demand for Consumer Electronics: The rising consumer electronics demand, especially for smartphones, laptops, and tablets, is another major driver of the LFP cathode powder market. LFP batteries are increasingly being employed in these gadgets due to their safety and extended life. According to the International Data Corporation (IDC), global smartphone shipments reached 1.35 billion units in 2021, up 5.7% from 2020. Also, IDC states that the global tablet market increased by 14.8% year on year in 2020, shipping a total of 164.1 million devices. The ongoing rise of consumer electronics is pushing up demand for LFP cathode powder, which is utilized in the batteries that power these devices.

Key Challenges:

Lower Energy Density: LFP batteries have a lower energy density than other lithium-ion chemistries, such as NMC and NCA. This renders them unsuitable for applications needing great energy density, such as long-distance electric cars. The reduced energy density is owing to the LFP's lower operating voltage of around 3.2 V.

Higher Self-Discharge: LFP batteries have a higher self-discharge rate than conventional lithium-ion batteries. This implies that they rapidly lose charge when not in use. The increased self-discharge limits its applicability in applications that need long-term storage.

Limited High-Temperature Performance: LFP batteries have a smaller operational temperature range than some other lithium-ion chemistries. They do not work well at extremely high temperatures, limiting their cycle life and safety. This limits its applicability in hot climes or high-temperature environments.

Key Trends:

Growing Demand for Electric Vehicles: The electric vehicle (EV) market is rapidly expanding, which is increasing demand for LFP cathode powder. LFP batteries are gaining popularity in EV applications due to their safety, high cycle life, and cost-effectiveness. As more manufacturers use LFP technology in their EV models, the LFP cathode powder market is likely to grow significantly.

Expansion in Energy Storage Systems: There is a trend toward the use of LFP cathodes in energy storage systems (ESS). With the increased use of renewable energy sources, LFP batteries are becoming increasingly important for grid stability and energy management. Their high safety profile and long cycle life make them excellent for applications such as renewable energy storage, peak load shaving, and backup power solutions, which are likely to drive further market growth.

Government Support and Incentives: Many governments are supporting the development of LFP technology, especially in terms of energy transition and localization of the electric car supply chain. Financial incentives for manufacturers in the LFP market include tax reductions, grants, and subsidies. This government support not only improves production capacity but also promotes innovation and investment in LFP cathode technology, resulting in a more robust market environment.

Global LFP Cathode Powder Market Regional Analysis

Here is a more detailed regional analysis of the LFP cathode powder market:

Asia Pacific:

According to Verified Market Research, the Asia Pacific region is estimated to dominate the LFP cathode powder market over the forecast period. The Asia Pacific region, especially China, dominates the worldwide electric vehicle market, resulting in a high demand for LFP cathode powder. According to the China Association of Automobile Manufacturers (CAAM), new energy vehicle (NEV) sales in China reached 3.52 million units in 2021, representing a 157.5% growth year on year. In 2022, this amount rose to 6.89 million units, representing a 93.4% increase. The International Energy Agency (IEA) reported that China alone accounted for 59% of global EV sales in 2022. This enormous increase in EV production and sales is a primary driver for the region's LFP cathode powder market, as many Chinese EV manufacturers prefer LFP batteries due to their low cost and safety.

Furthermore, the Asia Pacific region is experiencing rapid expansion in renewable energy adoption and energy storage solutions, which is increasing demand for LFP batteries and, as a result, LFP cathode powder. The International Renewable Energy Agency (IRENA) reports that Asia accounted for 64% of new renewable energy capacity additions globally in 2021. China alone built 121 gigawatts of renewable capacity in 2021. The energy storage market is expanding in tandem. According to Wood Mackenzie, Asia Pacific's energy storage capacity is predicted to increase from 11 GWh in 2020 to 95 GWh by 2025, with China leading the industry. This huge increase in renewable energy and storage capacity is driving up demand for LFP cathode powder in the region.

Europe:

Europe region is estimated to exhibit significant growth within the market during the forecast period. Europe's stringent environmental legislation and lofty sustainability goals are accelerating the adoption of cleaner technology, such as LFP batteries. The European Commission has set a target of reducing greenhouse gas emissions by at least 55% by 2030, relative to 1990 levels, and becoming climate-neutral by 2050. As part of this endeavor, the EU has suggested banning the sale of new gasoline and diesel vehicles by 2035. The European Environment Agency estimates that to attain the 2030 climate objective, renewable energy sources should account for 45% of gross final energy consumption. These restrictions and standards have accelerated the shift to electric vehicles and renewable energy storage, increasing demand for LFP cathode powder in the region.

Furthermore, the European region is experiencing a rapid increase in renewable energy adoption and energy storage solutions, which is increasing demand for LFP batteries. According to Eurostat, the European Union's statistical office, renewable energy accounted for 22.1% of gross final energy consumption in the EU by 2020, up from 9.6% in 2004. According to the European Association for Storage of Energy (EASE), Europe's total installed energy storage capacity is predicted to increase from 3.4 GW in 2020 to 73.6 GW by 2030. This huge increase in renewable energy and storage capacity is a major driver of the LFP cathode powder market in Europe.

North America:

North America is estimated to exhibit substantial growth within the market during the forecast period. North America is rapidly adopting electric vehicles, which is boosting demand for LFP batteries and, as a result, LFP cathode powder. According to the International Energy Agency (IEA), electric vehicle sales in the United States more than doubled between 2020 and 2021, totaling 630,000 units. According to the United States Department of Energy, there were almost 2.5 million EVs on American roads in 2021, with forecasts indicating the number may rise to 18.7 million in 2030. This huge increase in EV adoption is driving up demand for LFP cathode powder, as manufacturers increasingly prefer LFP batteries due to their cost-effectiveness and safety features.

Furthermore, the North American region is experiencing significant expansion in renewable energy usage and energy storage solutions, which is increasing demand for LFP batteries. According to the US Energy Information Administration (EIA), utility-scale battery storage capacity in the United States increased by 159% in 2020 to 1,650 MW. The EIA reports that battery storage capacity increased by 10,000 MW between 2021 and 2023, more than 20 times the capacity installed in 2019. The rapid increase of energy storage capacity, combined with increasing renewable energy installations, is a crucial driver for the LFP cathode powder market in North America.

Global LFP Cathode Powder Market: Segmentation Analysis

The LFP Cathode Powder Market is segmented based on Product Type, Application, and Geography.

LFP Cathode Powder Market, By Product Type

• Portable
• Stationary

Based on Product Type, the market is segmented into Portable and Stationary. The stationary segment is estimated to dominate the LFP cathode powder market due to the growing need for energy storage devices, particularly in grid stabilization and renewable energy integration. Stationary storage solutions benefit from LFP's safety, long cycle life, and cost-effectiveness, making them perfect for massive energy storage projects. As renewable energy usage increases, the stationary segment's share is likely to grow even more, strengthening its market leadership.

LFP Cathode Powder Market, By Application

• Automotive
• Power Generation
• Industrial
• Others

Based on Application, the market is segmented into Automotive, Power Generation, Industrial, and Others. The automotive segment is estimated to dominate the LFP cathode powder market, primarily driven by rising demand for electric vehicles. LFP batteries are popular in the automotive sector because of their safety, extended cycle life, and low cost, making them perfect for powering electric vehicles. As global efforts to reduce carbon emissions and promote sustainable transportation ramp up, the automotive application of LFP cathode powder is likely to continue to dominate the market, contributing considerably to overall growth.

LFP Cathode Powder Market, By Geography

• North America
• Europe
• Asia Pacific
• Rest of the World

Based on Geography, the LFP Cathode Powder Market is classified into North America, Europe, Asia Pacific, and the Rest of the World. The Asia Pacific region is estimated to dominate during the forecasted period owing to the presence of major battery manufacturers and a fast-increasing electric vehicle (EV) industry. Countries such as China and India are leading the way, with large expenditures in EV production and renewable energy storage. This region's strong industrial expansion and rising demand for energy storage systems reinforce its dominance, establishing it as a significant player in the worldwide LFP market.

Key Players

• The "LFP Cathode Powder Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Targray, Pulead Technology Industry, Novarials Corporation, Johnson Matthey, Aleees, Lithium Australia, Sumitomo Osaka Cement, BASF, Guizhou Anda Energy, Formosa Lithium Iron Oxide, and Tianjin STL Energy Technology.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

• LFP Cathode Powder Market Recent Developments
• In July 2022, Tesla planned to use older, lower-cost lithium-iron-phosphate (LFP) cells in energy storage products and entry-level EVs, according to Elon Musk's positive comments about iron-based batteries. Elon Musk stated that the adoption of LFP-based technology in Power Wall and Mega Pack is consistent with other stationary energy storage companies that prioritize iron-based formulations.

TABLE OF CONTENTS

1 INTRODUCTION OF GLOBAL LFP CATHODE POWDER MARKET

• 1.1 Overview of the Market
• 1.2 Scope of Report
• 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

• 3.1 Data Mining
• 3.2 Validation
• 3.3 Primary Interviews
• 3.4 List of Data Sources

4 GLOBAL LFP CATHODE POWDER MARKET OUTLOOK

• 4.1 Overview
• 4.2 Market Dynamics
  • 4.2.1 Drivers
  • 4.2.2 Restraints
  • 4.2.3 Opportunities
• 4.3 Porters Five Force Model
• 4.4 Value Chain Analysis

5 GLOBAL LFP CATHODE POWDER MARKET, BY PRODUCT TYPE

• 5.1 Overview
• 5.2 Nano-LiFePO4
• 5.3 Micron-LiFePO4

6 GLOBAL LFP CATHODE POWDER MARKET, BY APPLICATION

• 6.1 Overview
• 6.2 Automotive
• 6.3 Power Generation
• 6.4 Industrial
• 6.5 Others

7 GLOBAL LFP CATHODE POWDER MARKET, BY GEOGRAPHY

• 7.1 Overview
• 7.2 North America
  • 7.2.1 U.S.
  • 7.2.2 Canada
  • 7.2.3 Mexico
• 7.3 Europe
  • 7.3.1 Germany
  • 7.3.2 U.K.
  • 7.3.3 France
  • 7.3.4 Rest of Europe
• 7.4 Asia Pacific
  • 7.4.1 China
  • 7.4.2 Japan
  • 7.4.3 India
  • 7.4.4 Rest of Asia Pacific
• 7.5 Rest of the World
  • 7.5.1 Latin America
  • 7.5.2 Middle East And Africa

8 GLOBAL LFP CATHODE POWDER MARKET COMPETITIVE LANDSCAPE

• 8.1 Overview
• 8.2 Company Market Ranking
• 8.3 Key Development Strategies

9 COMPANY PROFILES

• 9.1 Targray
  • 9.1.1 Overview
  • 9.1.2 Financial Performance
  • 9.1.3 Product Outlook
  • 9.1.4 Key Developments
• 9.2 Pulead Technology Industry
  • 9.2.1 Overview
  • 9.2.2 Financial Performance
  • 9.2.3 Product Outlook
  • 9.2.4 Key Developments
• 9.3 Corporation
  • 9.3.1 Overview
  • 9.3.2 Financial Performance
  • 9.3.3 Product Outlook
  • 9.3.4 Key Developments
• 9.4 Johnson Matthey
  • 9.4.1 Overview
  • 9.4.2 Financial Performance
  • 9.4.3 Product Outlook
  • 9.4.4 Key Developments
• 9.5 Aleees
  • 9.5.1 Overview
  • 9.5.2 Financial Performance
  • 9.5.3 Product Outlook
  • 9.5.4 Key Developments
• 9.6 Lithium Australia
  • 9.6.1 Overview
  • 9.6.2 Financial Performance
  • 9.6.3 Product Outlook
  • 9.6.4 Key Developments
• 9.7 Sumitomo Osaka Cement
  • 9.7.1 Overview
  • 9.7.2 Financial Performance
  • 9.7.3 Product Outlook
  • 9.7.4 Key Developments
• 9.8 BASF
  • 9.8.1 Overview
  • 9.8.2 Financial Performance
  • 9.8.3 Product Outlook
  • 9.8.4 Key Developments
• 9.9 Guizhou Anda Energy
  • 9.9.1 Overview
  • 9.9.2 Financial Performance
  • 9.9.3 Product Outlook
  • 9.9.4 Key Developments
• 9.10 Formosa Lithium Iron Oxide
  • 9.10.1 Overview
  • 9.10.2 Financial Performance
  • 9.10.3 Product Outlook
  • 9.10.4 Key Developments
• 9.11 Novarials Corporation
  • 9.11.1 Overview
  • 9.11.2 Financial Performance
  • 9.11.3 Product Outlook
  • 9.11.4 Key Developments
• 9.12 Tianjin STL Energy Technology
  • 9.12.1 Overview
  • 9.12.2 Financial Performance
  • 9.12.3 Product Outlook
  • 9.12.4 Key Developments

10 Appendix

• 10.1 Related Research