세계의 첨단 배터리 재료 시장 예측(-2030년) : 재료 유형, 배터리 유형, 응용 분야, 최종 사용자 및 지역별 분석

According to Stratistics MRC, the Global Advanced Battery Materials Market is growing at a CAGR of 7.8% during the forecast period. High-performance batteries employ advanced battery materials, which are specific compounds designed to improve energy storage capacity, efficiency, safety, and durability. These include compounds based on lithium for use in rechargeable batteries, solid electrolytes for use in solid-state batteries, electrode materials made of graphene and other carbon materials, and cathode materials including nickel, manganese, and cobalt for use in high-energy applications. These materials, which need higher power density, faster charging, and longer battery life, are essential for next-generation energy storage systems like electric cars, renewable energy storage, and consumer electronics.

According to IBEF, the global consumer electronics market is worth USD 426.1 billion as of 2020. Advancement in technology, along with rapid development in the gaming industry, is likely to drive the consumer electronics market.

Market Dynamics:

Driver:

Growing demand for electric vehicles (EVs)

Advanced materials including graphite, cobalt, nickel, and lithium are needed to meet the increasing demand for high-performance batteries, particularly lithium-ion batteries, which are being fueled by the fast uptake of electric vehicles (EVs). The aforementioned demand may give rise to supply chain dynamics concerns, which may result in bottlenecks and vulnerabilities when sourcing vital components, particularly in regions that are vulnerable to geopolitical risks.

Restraint:

Limited availability of critical materials

The limited availability of essential materials like lithium, cobalt, and nickel in a few countries creates supply chain vulnerabilities, leading to production interruptions, material shortages, and increased prices. These disruptions can hinder manufacturers from meeting rising demand for batteries, especially as electric vehicle adoption accelerates. Price volatility, exacerbated by limited availability, can make it difficult for battery manufacturers to maintain stable pricing, potentially deterring investment in new technologies.

Opportunity:

Expansion of renewable energy storage systems

The growing adoption of renewable energy sources like solar and wind power has led to a growing demand for efficient energy storage solutions. This demand has prompted technological advancements in battery materials and chemistries, with companies investing in new materials for higher energy densities, faster charging, and improved safety. Alternative materials like sodium-ion, magnesium-ion, and metal-air batteries are being explored which encourages the growth of the market.

Threat:

Recycling and disposal challenges

The recycling process for batteries, especially lithium-ion batteries, is complex and expensive, involving multiple stages and posing significant environmental and health risks. High costs can deter investment in recycling technologies and facilities, limiting the availability of recycled materials. Additionally, hazardous waste management, including heavy metals and acids, can lead to stringent regulations complicating recycling efforts and creating barriers for companies entering or expanding the recycling market.

Covid-19 Impact:

The COVID-19 pandemic negatively impacted the advanced battery materials market by disrupting supply chains and reducing demand. Manufacturing shutdowns and travel restrictions led to a significant decline in battery shipments, with projections indicating a 14% decrease in shipments to automakers in 2020. Economic uncertainty curtailed consumer spending on electric vehicles and electronics, further exacerbating demand shrinkage.

The cathode materials segment is expected to be the largest during the forecast period

The cathode materials is expected to be the largest during the forecast period. Polyanion oxides, spinel oxides, and layered oxides are examples of cathode materials that have advanced, improving the energy density of lithium-ion batteries (LIBs). As a result, there is an increased need for improved battery materials due to greater operating voltages and particular capacities. Furthermore, the intrinsic thermal stability of cathode materials such as lithium iron phosphate (LFP) improves safety. Additional stability can be achieved by coatings and doping, which will increase consumer trust and spur market expansion.

The lithium-ion batteries (Li-ion) segment is expected to have the highest CAGR during the forecast period

The lithium-ion batteries (Li-ion) segment is expected to have the highest CAGR during the forecast period owing to the demand for key materials like graphite, cobalt, nickel, and lithium in Li-ion batteries has surged due to the growth of electric vehicles and renewable energy storage systems. This has fueled technological advancements in battery materials and chemistries, including the development of advanced cathode and anode materials, contributing to the market's growth.

Region with largest share:

North America is expected to have the largest market share over the projection period owing to the favourable government policies, tax incentives, and initiatives aimed at reducing greenhouse gas emissions are enhancing the market landscape. For instance, agreements to increase domestic lithium mining will bolster local production capabilities, supporting the battery supply chain. Moreover collaborations between universities, research institutions, and industry players are crucial for advancing technology in these sectors are boosting the growth of the market.

Region with highest CAGR:

Asia Pacific is anticipated to witness the highest rate of growth during the forecast period as it is home to major battery manufacturers and technological innovators, particularly in countries like China, Japan, and South Korea. These nations are leading in the production of lithium-ion batteries, driven by significant investments in electric vehicles (EVs) and renewable energy systems.

Key players in the market

Some of the key players in Advanced Battery Materials market include GS Yuasa Corp., Pathion, Inc., PolyPlus Battery Company Inc, Oxis Energy Ltd, Samsung SDI Co. Ltd., Sion Power Corp, LG Chem Ltd, Siemens, Enerdel, Inc., Saft Groupe SA, Albemarle, Gen Feng Lithium Co Ltd, Norlisk Nickel, Teck Resource, Livent Corporation and Glencore Plc.

Key Developments:

In September 2024, Merck and siemens entered into strategic partnership on digital transformation technology. Memorandum of Understanding signed to drive digital transformation through strategic projects across all three business sectors of Merck

In September 2024, Siemens agreed to acquire Trayer Engineering Corporation to broaden product portfolio for grid modernization. Siemens strengthens its electrification portfolio with the addition of padmount and submersible switchgear

Material Types Covered:

• Anode Materials
• Cathode Materials
• Electrolyte Materials
• Separator Materials
• Binder Materials
• Other Material Types

Battery Types Covered:

• Lithium-Ion Batteries (Li-ion)
• Solid-State Batteries
• Nickel-Metal Hydride (NiMH) Batteries
• Lead-Acid Batteries
• Sodium-Ion Batteries
• Other Battery Types

Applications Covered:

• Energy Storage Systems
• Electric Vehicles (EVs) and Hybrid Evs
• Consumer Electronics
• Industrial Applications
• Medical Devices & Marine Applications
• Other Applications

End Users Covered:

• Automotive Industry
• Energy & Utilities
• Aerospace & Defense
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 End User Analysis
• 3.8 Emerging Markets
• 3.9 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Advanced Battery Materials Market, By Material Types

• 5.1 Introduction
• 5.2 Anode Materials
• 5.3 Cathode Materials
• 5.4 Electrolyte Materials
• 5.5 Separator Materials
• 5.6 Binder Materials
• 5.7 Other Material Types

6 Global Advanced Battery Materials Market, By Battery Type

• 6.1 Introduction
• 6.2 Lithium-Ion Batteries (Li-ion)
• 6.3 Solid-State Batteries
• 6.4 Nickel-Metal Hydride (NiMH) Batteries
• 6.5 Lead-Acid Batteries
• 6.6 Sodium-Ion Batteries
• 6.7 Other Battery Types

7 Global Advanced Battery Materials Market, By Application

• 7.1 Introduction
• 7.2 Energy Storage Systems
• 7.3 Electric Vehicles (EVs) and Hybrid Evs
• 7.4 Consumer Electronics
• 7.5 Industrial Applications
• 7.6 Medical Devices & Marine Applications
• 7.7 Other Applications

8 Global Advanced Battery Materials Market, By End User

• 8.1 Introduction
• 8.2 Automotive Industry
• 8.3 Energy & Utilities
• 8.4 Aerospace & Defense
• 8.5 Other End Users

9 Global Advanced Battery Materials Market, By Geography

• 9.1 Introduction
• 9.2 North America
  • 9.2.1 US
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 Italy
  • 9.3.4 France
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 Japan
  • 9.4.2 China
  • 9.4.3 India
  • 9.4.4 Australia
  • 9.4.5 New Zealand
  • 9.4.6 South Korea
  • 9.4.7 Rest of Asia Pacific
• 9.5 South America
  • 9.5.1 Argentina
  • 9.5.2 Brazil
  • 9.5.3 Chile
  • 9.5.4 Rest of South America
• 9.6 Middle East & Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 UAE
  • 9.6.3 Qatar
  • 9.6.4 South Africa
  • 9.6.5 Rest of Middle East & Africa

10 Key Developments

• 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 10.2 Acquisitions & Mergers
• 10.3 New Product Launch
• 10.4 Expansions
• 10.5 Other Key Strategies

11 Company Profiling

• 11.1 GS Yuasa Corp.
• 11.2 Pathion, Inc.
• 11.3 PolyPlus Battery Company Inc
• 11.4 Oxis Energy Ltd
• 11.5 Samsung SDI Co. Ltd.
• 11.6 Sion Power Corp
• 11.7 LG Chem Ltd
• 11.8 Siemens
• 11.9 Enerdel, Inc.
• 11.10 Saft Groupe SA
• 11.11 Albemarle
• 11.12 Gen Feng Lithium Co Ltd
• 11.13 Norlisk Nickel
• 11.14 Teck Resource
• 11.15 Livent Corporation
• 11.16 Glencore Plc